The focus of this research is toxic strains of the two species, Pfiesteria piscicida Steidinger & Burkholder, and P. shumwayae Glasgow & Burkholder, that thus far have been confirmed as members of the toxic Pfiesteria complex (TPC) (1-4). Species within this complex (both known and those yet to be detected and formally described) not only resemble the type species, P. piscicida, under light microscopy but are strongly attracted to fish prey, can produce bioactive substances (biotoxins) (5-7) that are ichthyotoxic (cause erratic behavior, disease, and death in fish) and are stimulated to produce these substances in the presence of live fish or their fresh tissues, excreta, and secreta (separated from the live animal for <2 hr) (5,8). Other characteristics of secondary importance for membership in the TPC are a complex life cycle with an array of flagellated, amoeboid, and cyst stages, and the inability to photosynthesize unless kleptochloroplasts have been retained from algal prey that are often used as a food source when fish are not available (8-12). Like many other toxic algae, including cyanobacteria or blue-green algae, chrysophyte flagellates, diatoms, and dinoflagellates (13-17), the two formally described Pfiesteria spp. have both toxic and noninducible strains; the latter are apparently incapable of producing toxin or producing negligible/nondetectable toxin in the presence or absence of live fish (3-5,10,18,19).
Species-specific molecular probes, first available for Pfiesteria in 1998, can detect the presence of the two known Pfiesteria spp. but cannot discern whether they are actively or potentially toxic (20,21). Both toxic and benign Pfiesteria strains are known, and there are three functional types (toxicity status) of Pfiesteria. Toxic strains may be either actively toxic (TOX-A functional type, exposed to live fish and in actively toxin-producing, fish-killing mode), or temporarily nontoxic (TOX-B functional type, separated from live fish and not engaged in toxin production. Benign or noninducible strains (NON-IND) represent the third functional type as mentioned. Efforts to diagnose whether actively toxic (TOX-A) Pfiesteria spp. were involved in an estuarine fish kill or fish epizootic also remain handicapped because sufficient purified toxin standard has not yet become available for development of detection assays. It should be noted that in August 2001, J.S. Ramsdell and P.D.R. Moeller of the National Oceanic & Atmospheric Administration (NOAA), National Ocean Service, Charleston, South Carolina, verified that a potent water-soluble neurotoxin has been isolated and purified from fish-killing, actively toxic Pfiesteria culture material in standardized fish bioassays from our laboratory [patent process initiated by our research team (7)]. However, without additional purified toxin standards, assays cannot be developed for reliable toxin detection from natural samples (6). Therefore, properly conducted fish bioassays are the "gold standard," the only reliable technique presently available to test for the presence of actively toxic strains of Pfiesteria spp. and potentially toxic Pfiesteria-like dinoflagellates from natural water or sediment samples (4,8,19,22,23). See also the Pfiesteria Interagency Coordination Working Group (PICWG) (5) for a consensus document defining much of the correct terminology used in Pfiesteria research. This document was co-written by environmental and health officials from 10 states, the U.S. Environmental Protection Agency, the National Oceanic & Atmospheric Administration, the Centers for Disease Control and Prevention (CDC), and various academic specialists in research on toxic Pfiesteria. More recently, a panel of internationally renowned scientists was charged by the CDC to reevaluate all peer-reviewed publications with or about toxic Pfiesteria, and the panel endorsed the high caliber and scientific merit of our standardized fish bioassay (24).
Many heterotrophic dinoflagellates are difficult to grow in defined media because their nutritional requirements include unidentified organic substances (25). Pfiesteria spp. have not been cultured successfully without a prey source, and thus far it has not been possible to induce toxin production unless live fish are added (4,8). Appropriately conducted fish bioassays also must be used for the purpose of culturing toxic Pfiesteria and are required to maintain isolates capable of toxic activity in the laboratory for an extended duration (months). It should be noted that 95% of the 282 toxic Pfiesteria isolates [clones as defined by PICWG (5)] cultured from 1989 to 1999 by co-authors Burkholder and Glasgow have lost their ability to produce toxin after 6-8 months when grown with live fish, and within >=6 weeks when grown in non-toxin-producing mode with other prey such as algae (9-11). The culturing of actively toxic Pfiesteria with live fish prey but with minimal bacteria, ciliate, or other microbial contaminants is difficult to accomplish, but with appropriate experience, fish disease and death with toxic Pfiesteria can be routinely and repeatedly reproduced (below).
We emphasize that this standardized fish bioassay procedure, including cross-corroboration of the data from each step by one or more independent specialists, was developed in 1991 and has been used and refined by the NCSU co-authors throughout the past decade (4); and that its existence was recognized and endorsed by the Samet et al. panel (25). We have served as the reference laboratories (J. Burkholder and H. Glasgow, for seven states and two federal agencies; H. Marshall, for Virginia) in diagnosing the presence of toxic Pfiesteria at fish kill and/or epizootic events. Our objectives here were to: a) Describe the steps of our fish bioassay. b) Provide the ranges of environmental conditions characterizing test samples. These data represent more than 2,000 fish bioassays. c) Make recommendations on quality control/assurance steps to improve interlaboratory consistency in characterizing test samples. We shall assess how quality control/assurance can be most rapidly advanced among laboratories engaged in studies that require research-quality isolates of toxic Pfiesteria spp.
All fish bioassays to detect and/or mass-culture actively toxic
Pfiesteria should be conducted in biohazard Biosafety Level 3 (BSL-3) containment systems. Laboratory evidence indicates that people are at risk of serious health impacts if they sustain water contact or inhale aerosols in the immediate vicinity where fish are diseased or dying and actively toxic
Pfiesteria populations are present (
27). In early toxic
Pfiesteria research (1993), 12 people in several laboratories had worked in standard laboratory BSL-1-2 facilities without protection from culture aerosols. In 10 of the 12 cases, the cultures were at typical field cell densities found at estuarine fish kills linked to
Pfiesteria (>3

10
2 to 1.3

10
4 actively toxic zoospores mL
-1) (
7,27-31); the others had worked with higher cell densities that were still within field range (9.0

10
4 actively toxic zoospores mL
-1 vs up to 1.09

10
5 actively toxic zoospores mL
-1 reported at field fish kills) (
27). The subjects experienced burning skin and a tingling sensation during/following contact with the water from such cultures. More seriously, for several subjects, inhalation of the air over fish-killing cultures was related to blurred vision, burning skin and eyes, acute respiratory difficulty, muscle cramping, nausea, vomiting, severe headaches, and/or suppression of learning ability expressed as profound, Alzheimer's-like short-term memory dysfunction (
27,31). The subjects recovered to within normal range of cognitive functioning within

3 months after cessation of exposure to the toxic cultures (
27).
An outside review panel including federal and state safety specialists and specialists on toxic algae other than Pfiesteria was organized by North Carolina State University (NCSU) in Raleigh, North Carolina, and NOAA to evaluate our laboratory safety protocols after two people working with actively toxic Pfiesteria were seriously hurt in what was later determined to have been a BSL-2 rather than BSL-3 facility because of a defective airflow system. The panel supported our laboratory safety protocols and our previous decision, as well as that of NCSU, to require the use of biohazard BSL-3 facilities for research with actively toxic (TOX-A) Pfiesteria (32). In accordance with our formal agreement, NOAA required our laboratory to use such facilities before release of further funding on an in-progress grant (32) and advised other federal granting agencies such as the National Science Foundation to follow a similar course (33). Thus, as knowledge about Pfiesteria developed, we were required to use biohazard BSL-3 facilities in recognition of the association (27) between work with toxic Pfiesteria cultures and serious human illness. The improved biohazard BSL-3 facility prevented exposure to aerosols from toxic Pfiesteria cultures, and personnel working with toxic Pfiesteria cultures have presented no exposure symptoms since the establishment of the BSL-3 containment systems.
Pfiesteria has mostly been implicated as a primary or secondary causative agent in kills of juvenile Atlantic menhaden (
Brevoortia tyrannus Latrobe) with ulcerative lesions (
4,8,19), referred to as "kill/disease" or "epizootic kill" events. In formal reevaluation of the available published data by the previously mentioned national science panel, lethality of toxic
Pfiesteria to estuarine as well as laboratory fish was supported (
24). Regarding ulcerative lesions and fish disease, Leatherland and Woo [(
34), pp. 337-341] wrote,
. . . fish disorders can be used as biological indicators of environmental problems. This use [of fish] in the wild as the 'miner's canary' of the quality of the environment has provided an invaluable first step toward the recognition and subsequent understanding of sometimes broad-based problems. . . . Epizootics of gross lesions . . . have been used . . . usually as indicators of the presence of [toxic] contaminants, [while recognizing that] few population indices are disease-, disorder-, or condition-specific.
We view "fish as sentinels" similarly regarding Pfiesteria. Our focus has been kills rather than epizootics without death, because uncertainties inherent in attempting to diagnose the initial cause of lesions, especially chronic lesions, are much greater than in assessment of kills, especially when an acute stress (e.g., anoxia) can be related to the kills (8,19). We also follow this conservative approach because a field-reliable assay to detect Pfiesteria toxin is not yet available as mentioned (6,7,19).
Use of dying or diseased fish as sentinels provides a first-cut visual indicator to rapidly screen for the potential presence of actively toxic Pfiesteria among other factors that we also consider (8,19). Thus, we regard menhaden lesions as valuable data in fish-kill assessments. We do not, however, use menhaden lesions as an absolute, reliable indicator of toxic Pfiesteria, which is in accordance with Samet et al. (24) and Boesch (35), and we have related many epizootic menhaden kills to factors other than Pfiesteria (4,8,19). Magnien et al. (36) similarly considered an observed association between menhaden lesions and Pfiesteria, within the required context of the set of conducive environmental conditions for toxic Pfiesteria activity (8,19), as evidence in support of the value of diseased and dying menhaden as one of several initial indicators of possible Pfiesteria activity. Our view is similar to that of Magnien et al. (36): Field evidence suggests a strong association between actively toxic Pfiesteria and menhaden lesions under conditions conducive for toxic Pfiesteria activity, but a field-reliable assay for Pfiesteria toxin will be needed to determine more about the nature of the association.
Fish bioassays, designed to be ecologically relevant [with small numbers of test fish and live
Pfiesteria cells at densities commonly observed under field conditions (
4,8,19), below], are conducted in
Pfiesteria-related research for four reasons:
a) in survey efforts, using water and/or sediment samples, to see whether potentially toxic strains of TPC species are present in an area;
b) in response to a fish kill or fish epizootic, from water samples collected while/where fish are affected (i.e., behaving erratically, diseased, or dying), to assess whether actively toxic TPC species were present while fish were behaving erratically and/or were diseased and/or dying;
c) to verify that a clonal culture of a
Pfiesteria sp. is a toxic strain (= capable of ichthyotoxin production); and
d) to mass-culture actively toxic
Pfiesteria for research purposes (
4,5,8). It should be noted that, in accord with
PICWG (
5) and given that it has not yet been possible to sustain significant cell production of
Pfiesteria without a prey source, clonal culture is defined as an isolate of (unidinoflagellate, initiated from one isolated cell in the absence of other eukaryotes)
P. piscicida or
P. shumwayae, grown on axenic algal or other prey (
4,10). In cloning procedures, toxic strains of
Pfiesteria spp. grow well in temporarily nontoxic mode (TOX-B, without live fish) under bacteria-free conditions in the presence of algae from an axenic culture or other eukaryote prey (
3,4).
In our fish bioassay procedure (Figure 1), samples are collected from an in-progress fish kill [Figure 1, step I; water, with collection techniques given in Burkholder et al. (4), Burkholder and Glasgow (8), and NOAA (26)], or from an estuary to be surveyed (water and/or surficial sediments), or from the aquaculture facility of focus (water and/or sediments, depending on the finfish or shellfish species being cultured). It should be noted that sampling must be conducted carefully to follow this caveat (19). In practice, it is difficult to arrive at the scene of a fish kill while fish are still dying but not yet dead, because fish often float just below the water surface when they are moribund and float at the surface only after death. Nevertheless, to implicate toxic Pfiesteria, fish kills should not be sampled hours or longer after the fish are all dead. Spatial as well as temporal mismatches between the fish kill and sampling must be avoided. By the time fish are sampled after capture, the boat may have drifted or the tide may have flushed out the water that was associated with the fish contained in, for example, a cast net held over the side. Commonly when Pfiesteria is involved in a kill, samples taken in the immediate location of the dying/diseased fish have contained >=300 zoospores/mL, but samples taken only about 70 m from the site have contained little or no Pfiesteria. The stipulation that water samples must be sampled while fish are dying/diseased but not yet dead is highly conservative and probably underestimates toxic Pfiesteria activity. For example, water samples collected approximately 24 hr after fish death could contain ~200 Pfiesteria zoospores mL-1, representing a portion of the population that was actively toxic during the kill but that subsequently switched to other prey that were abundant in the area. Yet, by the above criteria, the kill technically could not be related to toxic Pfiesteria. A field-reliable assay for Pfiesteria toxin, applicable for use in water samples as well as fish tissue, will enable appropriate consideration of events detected and sampled post-kill.
Figure 1. Schematic of the standardized steps in our fish bioassay procedure for evaluating the role of Pfiesteria in estuarine fish kills. The standardized fish bioassay includes two sets of trials with fish, following Henle-Koch postulates modified for toxic rather than infectious agents. The many details of this procedure are flexible to allow for modifications to accommodate highly variable estuarine conditions of sample origin [procedure cross-confirmed by A. Lewitus, University of South Carolina, Columbia, South Carolina; and by H. Marshall, Old Dominion University, Norfolk, Virginia; (4,12,22-24). Note that axenic clones (containing only Pfiesteria ± endosymbiont bacteria) were first available in late 1997. For isolates that were not possible to grow free of bacteria in the external medium, we eliminated most bacteria (see text). Then, to test fish bioassays, we added [Pfiesteria with endosymbiont bacteria + residual cryptomonads + residual bacteria]; to control fish cultures we added filtered medium (1-µm porosity filters) with the low bacterial populations but no Pfiesteria. We also added similar quantity of cryptomonads from axenic culture grown without Pfiesteria. Figure modified from Burkholder et al. (4).
The samples should be transported to the laboratory in a shaded container at ambient temperature and should be maintained, loosely covered, in an isolated, quarantined biohazard BSL-3 facility at the same temperature and similar light regime at which they were collected (e.g., 50 µmol photons m
-2 s
-1, 12-hr:12-hr light:dark cycle) prior to being tested for ichthyotoxic activity.
Fish bioassays must be conducted to detect and grow actively toxic (TOX-A) Pfiesteria strains (4,5,23). If test fish exposed to the samples show signs of disease, and/or if the test fish die (vs maintenance of healthy control fish without exposure to the sample), then water samples from the replicate culture vessels used for the test are examined for the presence of Pfiesteria-like zoospores. The presence of potentially harmful cell densities [>=100 zoospores mL-1 for fish disease, >=300 zoospores mL-1 for fish death (4,5,8,28,29)] is evaluated as a positive fish bioassay, that is, with presumed actively toxic TPC species present. The dinoflagellates are identified to species using scanning electron microscopy (SEM) of suture-swollen cells and molecular identification using 18S rDNA polymerase chain reaction (PCR) probes (3,4,20,21).
The standardized fish bioassay procedure is a powerful tool in Pfiesteria-related fish kill assessment because it provides a reliable, although conservative, means to determine whether actively toxic Pfiesteria was present at the estuarine kill, while fish were dying (19). A positive fish bioassay can be used to implicate TPC species as a cause of estuarine fish death only when the following criteria are met (Figure 1):
Step I. Field evaluations. Extensive sampling is conducted for physical, chemical, and biological variables (19). To proceed beyond this step, the data should indicate no other evident cause of an in-progress fish kill that is occurring under appropriate environmental conditions for toxic Pfiesteria activity.
Step II. Presumptive counts. Light microscopy is used to assess whether potentially harmful Pfiesteria-like zoospore densities were present in field-preserved water samples that were collected when/where fish were dying, in estuarine or coastal waters with environmental conditions conducive for toxic Pfiesteria activity (4,5,26,29,30). If the samples do not contain >=300 Pfiesteria-like zoospores mL-1, then Pfiesteria is ruled out as a cause of fish death. However, if such densities are present, standardized fish bioassays must be conducted to assess whether actively toxic Pfiesteria was present at the kill when/while fish were dying. It should be noted that our laboratories sometimes have been specially requested by state agencies to assess whether actively toxic Pfiesteria was involved in a fish disease event, absent fish death. In such cases, samples should contain >=100 Pfiesteria-like zoospores mL-1 to proceed to step III; otherwise, Pfiesteria is ruled out as a cause of fish disease.
Step III. First set of fish bioassays. Fresh (unpreserved) water samples collected at the same time/area as the above-described preserved samples are used for fish bioassays or for benthic species, water, and surficial sediments (4,5,29). The fish bioassays should yield Pfiesteria-like zoospores in cell densities that, if actively toxic, when collected from the kill (within <3 days, preferably <1-2 days, for appropriately treated samples), will cause fish disease or death within 21 days, usually 4-9 days (4,5,19) (below). The test fish become stressed, behave erratically, become ill, and die when such cell densities are present in the fish culture water. In contrast, control fish that were treated identically as the test fish, except for nonexposure to the natural water sample, remain healthy.
As an essential and integral component of the standardized fish bioassay, the cultures must be examined during both the first and second sets of fish bioassays (below) for other organisms [bacteria, fungi, other harmful algae, here including both auxotrophic and heterotrophic dinoflagellates (37-39)] and other toxins [e.g., microcystin from cyanobacteria, or heavy metals (34,38,39)]. The microflora/-fauna commonly associated with fish include various viruses, eubacteria, cyanobacteria, coccoid green algae, small chrysophytes, protozoan ciliates, amoebae, rotifers, parasitic copepods, and opportunistic fungi. If other fish pathogens are detected by repeated, rigorous examination throughout the fish bioassays, they are reported with the TPC species present as potentially multiple causative agents of the fish death (19). Where possible, separate tests are run to examine whether these agents could have been involved in fish death (e.g., isolation and separate testing for virulent Vibrio fish pathogens, if detected).
Step IV. Cloning the Pfiesteria-like organisms associated with fish death. The presumed-toxic Pfiesteria-like dinoflagellate species is/are allowed to increase zoospore production for several days of continued exchange of dead for live fish in the test bioassays, so that sufficient cells become available for suture-swelling and SEM as well as PCR identification procedures (3,4). From this population(s), the Pfiesteria-like species is/are isolated (i.e., cloned in axenic culture with algae or other axenic prey) and again identified to species using SEM and molecular probe analyses (3-5,20,21).
Step V. Second set of fish bioassays. In this final, most critical step, the cloned toxic Pfiesteria-like dinoflagellate(s) species is/are retested separately for ichthyotoxic activity in an additional series of fish bioassays. If the cloned organism, at appropriate density, is associated with fish death; if there is no other apparent cause under rigorously controlled conditions; and if control fish (treated identically as the test fish, except for no exposure to the organism) remain healthy, then the organism is reisolated and recloned, and its identification is reassessed/verified with SEM and PCR.
The above five standardized steps (I-V, Figure 1), when applied to assessment of a fish kill or fish epizootic event, follow Henle-Koch postulates (
40,41) modified for toxic rather than infectious agents. The first Henle-Koch postulate is that the infectious organism must be present in the host. In the modification for a toxic rather than infectious agent,
Pfiesteria must be present at a fish kill or fish disease event if it is implicated as a causative agent. The second Henle-Koch postulate (
40,41) states that the infectious organism must be isolated from the host and grown in pure culture. In the modification,
Pfiesteria must be isolated from a fish-killing sample [fish bioassay (
4,5,8,28-30)] and grown in clonal culture (initiated from 1 isolated dinoflagellate cell); unidinoflagellate and axenic, sometimes harboring endosymbiont bacteria, containing residual axenic algal or other benign prey such as ~5-10 cryptomonads mL
-1 (
3-5). After selecting for toxic
Pfiesteria-like zoospores using fish bioassays, the presumptive toxic
Pfiesteria zoospores are cloned and grown on axenic algal prey prior to reinoculation into a second set of fish bioassays. Algal prey are used initially (first 3-4 weeks) in cloning efforts because they can be maintained (axenically) in clean cultures relative to fish. Clonal
Pfiesteria cultures were achieved in 1991 using standard microscopic cell isolation techniques. The procedure was significantly advanced in our laboratory during 1999 with routine availability of a flow cytometer (below).
The third Henle-Koch postulate (40,41) states that the organism of interest must be injected from pure culture into a healthy host and infect the host. In our modification for toxic rather than infectious agents, Pfiesteria from clonal culture (pure, except for residual benign algal prey) is added to healthy fish cultures, followed by fish death. In contrast, control fish are treated similarly, except that they are exposed to only residual axenic cryptomonad algae (without Pfiesteria), and the controls remain healthy. Prior to the second set of fish bioassays, the dinoflagellate clonal culture is allowed to consume most of the algal prey (to ~5-10 cryptomonads/mL). The presumed toxic clonal Pfiesteria or Pfiesteria-like species isolate and residual (remaining) axenic algal prey are then added to new, replicate bioassays with test fish. The fish have been grown in dinoflagellate-free conditions, confirmed by checking the outer mucus as well as the gut contents of representative fish and by repeated testing of culture water prior to inoculation (5,19). The test fish cultures are identical to control fish cultures, except that the control fish receive only algal prey (same concentration as added to test fish cultures) without Pfiesteria. That is, the only difference between the test fish and the control fish is the test fish were exposed to clonal Pfiesteria grown on axenic algal prey. Thus, we emphasize that in the final set of fish bioassays (Figure 1, step V), the only difference between the test versus control fish is the addition of clonal Pfiesteria to the test fish. It should be noted that prior to 1997, without availability of axenic clones, we conducted test fish bioassays by adding Pfiesteria with endosymbionts + residual cryptomonads + residual external bacteria. Control fish cultures in these cases received filtered medium (1-µm porosity filters) with the low bacterial populations but without Pfiesteria. We also added a similar quantity of cryptomonads from culture grown without Pfiesteria. The latter step, addition of residual axenic cryptomonads, continues to be standard procedure. It should also be noted that, given the expense of the required biohazard BSL-3 facilities and the necessity of having to feed each toxic Pfiesteria culture 15 live fish daily or more frequently, sterile fish have not been practicable.
The microbial consortium associated with the live fish [tilapia, Oreochromis mossambicus Peters, total length (t.l.) 5-7 cm; sheepshead minnow, Cyprinodon variegates Lacepède, t.l. 2-3 mm; juvenile hybrid striped bass, Morone saxatilis
Morone chrysops Rafinesque, t.l. 15-20 cm] could assist in the ichthyotoxic process by producing a cofactor(s) that reacts with substance(s) produced from the dinoflagellate population to create the toxic product. In addition, endosymbiont bacteria observed within Pfiesteria TOX-A zoospores (2,12) could be involved in toxic production [concept discussed for toxic dinoflagellates in Douchette et al. (42)]. However, the fact remains that with toxic Pfiesteria, fish die, often with lesions and other signs of disease. Without toxic Pfiesteria, fish remain healthy. Thus, we interpret such cases as positive fish bioassays for toxic Pfiesteria; the death of the test fish (while controls remain healthy) is attributed to Pfiesteria, with the species identity reconfirmed using SEM and molecular probes.
The final Henle-Koch postulate (40,41) is that the infectious organism must be reisolated from the experimentally infected host, grown in pure culture, and reidentified to confirm that it is the same as the organism from the original culture (= first set of fish bioassays with the estuarine water sample). In the modification for a toxic rather than infectious agent, Pfiesteria must be reisolated from the second set of fish-killing bioassays (Figure 1) and its identification reconfirmed.
We consistently have followed the standardized steps (I-V) of the fish bioassay procedure in Figure 1 and the sampling frequencies shown in Table 1, described in abbreviated form in our publications to follow journal policies (Table 2). The fish bioassay for detecting and growing actively toxic Pfiesteria spp. should not be considered a rigidly defined technique, because within the standardized steps there must be sufficient flexibility to accommodate samples from a wide variety of environments and circumstances (Tables 3-5). Specifics such as the quantity of estuarine water or sediment to add, the age/species/number of fish to use, the optimum size/type of culture vessel [e.g., with variations in salinity, organic load, temperature; a high surface area-to-volume ratio (SA/V) for samples collected from shallow sites, and a low SA/V for samples from deeper waters], the temperature/salinity/other environmental conditions, depend on the sample characteristics (for example, percent organic/nutrient content; origin from a fish kill vs from an area with no signs of fish disease or death, or from a toxic-laden urban watershed vs from an agricultural basin).
A Coulter Epics Altra flow cytometer with HyPerSort system (Coulter Corp., Miami, FL, USA), equipped with a water-cooled INNOVA Enterprise II Ion Laser (Coherent, Inc., Santa Clara, CA, USA), is used to sort and clone toxic strains of
Pfiesteria spp. from positive fish bioassays. Excitation is provided by a 150-mW/488-nm argon laser line. Quality control calibrations are performed to optimize optical alignment and detector voltages, using 6-µm diameter fluorescent latex microspheres (Molecular Probes, Inc., Eugene, OR, USA). Fish bioassay samples (~200 mL) are gravity filtered through 38-µm Nitex mesh (Aquaculture Research/Environmental Associates, Inc., Homestead, FL, USA) immediately prior to flow cytometric analysis. Electronic sort gates are based on detection of optical parameters defined to select the detectable subpopulations of interest. Sort recovery and purity are checked with light microscopy and with PCR or the heteroduplex mobility assay (
3,20,21). Isolation of highly purified cells via particle sorting yields ultraclean cell preparations for further PCR and SEM analyses. From these subpopulations, a robotic Coulter AutoClone (Coulter Corp.) sorting system is used to establish multiple clonal isolates by directed deposition into multiwell microculture plates, where the populations are grown for 2 weeks with cryptomonad prey. They are then inoculated into fish bioassays and monitored daily or more frequently to confirm toxic activity and to grow toxic clones.
The AutoClone sorting system allows rapid cloning of single cells into multiwell microculture plates with 99.98% precision and purity. Once clonal sorting is complete, axenic (externally eubacteria- and cyanobacteria-free) prey are added to each well, and the dinoflagellates are allowed to grow and reproduce for several days under sterile conditions. To ensure that cultures are axenic and do not contain eukaryotes other than Pfiesteria and the added axenic prey, 10 µL of each culture are plated onto agar growth medium (Triple Soy Agar; Difco Laboratories, Detroit, MI) following techniques described by Tanner (48). The plates consistently have been evaluated as free from bacterial, fungal, or other contaminants.
Various microorganisms from natural water samples (e.g., fecal coliforms,
Vibrio spp.) require incubation periods in the laboratory before their activity can be detected and/or quantified (
48,49). The behavior we have repeatedly observed in
Pfiesteria spp. indicates that they should be regarded analogously within a certain time interval (below). In the fish bioassay procedure, the time to first and second fish death is of critical importance in interpreting whether an actively toxic population of a TPC species was present at an in-progress fish kill or fish epizootic event. Transport-induced delays typically are encountered between sampling an in-progress estuarine fish kill and initiating fish bioassays to determine whether an actively toxic population of a TPC species was present at the kill.
Pfiesteria spp. consistently have demonstrated a biochemical predisposition for recent stimulation by live fish (
1,4,8), but they are sensitive to separation from fish.
We tested fish killing activity following separation from live fish (in standardized fish bioassays) for varying duration (0, 3, 7, 24, 48 hr; n = 12; one fish per replicate), using acute toxicity microassays with actively toxic P. shumwayae taken from mass-culture fish-killing bioassays and inoculated into multiwell culture plates [10-mL well volume; actively toxic clone 101235, Neuse Estuary in North Carolina; sheepshead minnow, Cyprinodon variegates, 25 days of age at assay initiation (Cosper Environmental Services, Bohemia, NY, USA), acclimated to a salinity of 15 over a 3-day period; fish fed newly hatched Artemia salina L. (Aquatic Ecosystems, product no. BS01, Apopka, FL, USA), twice daily from 7 days of age to 25 days of age]. During the delay periods without live fish, the recently TOX-A subsample cultures (salinity 15) were maintained in loosely capped flasks at 21°C in darkness. Microassays were evaluated at 2-hr intervals throughout the 48-hr period using an Olympus SZX12 stereo microscope (10-60
). Mortality was assessed by gently contacting the fish with a disposable probe, and time of mortality was determined when there was no response. Negative controls (fish in water (salinity 15) from fish cultures maintained without Pfiesteria) were run for comparison with each treatment (duration without fish). Throughout these assays, environmental conditions were maintained as 20°C, salinity of 15, 50 µmol m-2 s-1, 7.8-8.0 pH, >=6-7 mg DO L-1, and <0.5 mg L-1 nitrite. When held for <24 hr without live fish, the recently toxic populations killed fish in all 12 replicates within <3 hr after being reexposed to live fish (Figure 2). In subcultures of Pfiesteria held without live fish for 48 hr, approximately 60% of the zoospores formed temporary cysts (50), and there was a 1-day delay before death occurred for in 6 of the 12 replicates. Fish death did not occur in the other 6 replicates for the remainder of the experiments. Actively toxic (TOX-A) subsamples that were held without live fish for more than 48 hr showed no fish-killing activity, with fish remaining apparently healthy in all 12 replicates.
It is important to note that acute toxicity (48-hr) microassays with larval finfish or shellfish (4,51) are only effective as an extension of the fish bioassay when testing for toxic Pfiesteria strains. They have not been reliable in initiation of growth or in continuous growth of actively toxic Pfiesteria cultures. Microassays can be used in short-term comparisons to reliably assess the fish-killing activity of clonal cultures of Pfiesteria spp./functional types that were physically active (= zoospores actively swimming) and taken from standardized fish bioassays. However, until a sufficient quantity of purified Pfiesteria toxin standard is available for development of reliable detection assays, the standardized fish bioassay, with the critically important cloning/retesting steps, is required to verify that a given population of Pfiesteria is toxic, and/or was actively toxic at a fish kill/disease event (24). In further clarification, it should be noted that neither P. piscicida nor P. shumwayae has been grown successfully using acute-toxicity microassays. After approximately 48 hr, cell production has declined significantly (>60%) and toxic (fish-killing) activity has not been observed. Clonal Pfiesteria zoospores or cysts inoculated into microassays with sheepshead minnows have not yielded cell production or excystment, respectively, in tests up to 1 week in duration; after 1 week, the larval fish have died from starvation or, if fed, from accumulation of toxic waste products such as ammonia. Acute toxicity microassays have also yielded poor results with environmental samples; thus, they should not be used in place of standardized fish bioassays to test for toxic Pfiesteria involvement in fish kill/disease events. Nor have dockside microassays tested reliably in detecting actively toxic Pfiesteria populations. Under field conditions, physical disturbance from collection procedures, wave action, other boat movement, and sample transport can quickly cause Pfiesteria to cease toxic activity. The standardized fish bioassay procedure reliably tests environmental samples for the presence of Pfiesteria populations that may or may not have been actively toxic when collected, but that had minimal physical activity or were not physically active when the assays were initiated.
The data from the acute toxicity microassays in the above-described experiment indicated that the duration of separation from live fish strongly influences the period required by toxic strains of TPC dinoflagellates to resume ichthyotoxic activity. In other experiments that were designed similarly, we used 48-hr microassays to compare the behavior of high densities (104 zoospores mL-1, prey-replete) of TOX-A, TOX-B, and noninducible (NON-IND) Pfiesteria spp. (each species and functional type tested separately) and cryptoperidiniopsoids (previously grown with cryptomonad prey because they did not maintain cell production in repeated culturing attempts with live fish) in response to larval sheepshead minnows (4). All control fish (without dinoflagellates) remained healthy throughout the experimental trials. In contrast, all fish exposed to TOX-A Pfiesteria spp. (n = 90) died within 2.0-9.5 hr of exposure (mean ± 1 SE, 5.8 ± 1.1 hr), and only 47% of fish exposed to TOX-B Pfiesteria spp. (n = 82) died, with mean time to death 16.8 ± 1.4 hr. Only 12% of the fish (n = 90) died in trials with NON-IND zoospores, with mean time to death 26.2 ± 12.2 hr. Death (low incidence) in the tests with NON-IND Pfiesteria appeared to result primarily from extended mechanical insult (>24-hr exposure) to fish tissues, rather than from a toxic effect as in TOX-A and TOX-B trials. Approximately 20% of the fish died in trials with the cryptoperidiniopsoid isolates, also as an apparent physical effect, over an average time of 25.5 ± 3.3 hr. During a 48-hr period, 3 of 15 cryptoperidiniopsoid clones caused >50% fish death, whereas there was no fish death in 8 other cryptoperidiniopsoid clones. We observed visually in all treatments that high numbers of zoospores swarmed to the larval fish in attack and feeding mode, attaching by their peduncles and subsequently becoming engorged [see photos in Burkholder et al. (4)]. Although TOX-A zoospores sometimes attached to fish gill and cloacal areas, direct attachment to the fish body was more commonly observed for TOX-B and, especially, NON-IND zoospores. The lower incidence of attachment to the fish by TOX-A zoospores was visually obvious, and may have occurred because shortly after exposure to TOX-A zoospores, fish rapidly sloughed epithelial tissue, which did not occur in trials with the other two functional types. The TOX-A zoospores aggressively consumed the sloughing tissue. We hypothesize that toxin from Pfiesteria spp. can act as an escharotic substance that promotes the observed sloughing of epidermal tissue by fish exposed to TOX-A populations. Within minutes of exposure, cuticle damage was evident over the entire body. Other functional types and the cryptoperidiniopsoid isolates, although displaying physical attachment and feeding behavior, did not cause the rapid mortality evident in TOX-A Pfiesteria trials. In tests of these clones, death in the TOX-B and NON-IND trials and in trials with the cryptoperidiniopsoid appeared to be from physical attack and feeding rather than from toxins (4).
It should be clarified that, whereas some Pfiesteria isolates have been tested as capable of killing fish whether allowed direct contact with the prey or maintained within cellulose dialysis tubing (molecular weight cut-off 12,000-14,000 Da) to prevent direct contact (8,51), others have killed only when allowed direct contact with the prey. The two species thus far have been shown to produce analytically comparable toxin (7), but considerable intraspecific differences among isolates apparently occur in toxin potency and in the extent to which toxin is released versus retained within the cells. A mechanism for Pfiesteria toxin impacts on fish and mammals has been described from experiments with clonal, toxic cultures (cross-corroborated by independent specialists), wherein the toxin mimics an ATP neurotransmitter that targets P2X7 receptors (6). The cultures used for that research were tested as capable of killing fish when prevented from direct contact with prey. The mechanism of targeting P2X7 receptors and the cascade of impacts (including extreme response to inflammation) that followed would be optimized with physical abrasion or damage (6,7).
Figure 2. Acute toxicity microassays [48 hr, using clonal toxic strains of P. shumwayae previously maintained in (standardized) fish bioassays] on time of death of larval fish. Data are given as means ± 1 SE; n = 60.
Using the standardized fish bioassay procedure [with juveniles of various species; see Burkholder and Glasgow (8) and Burkholder et al. (4,10,28,29)], we have rigorously tested TOX-A cultures (ranging from weakly toxic with fish death at approximately 24-hr intervals to highly toxic with fish death at
1-hr intervals) of both P. piscicida (clone B89B, Neuse Estuary) and P. shumwayae (clone 101125, Neuse Estuary) to assess resumption of fish-killing activity by a) populations that had been actively toxic but were held for 1-3 days without live fish prior to initiation of fish bioassays (recently TOX-A) versus b) TOX-B populations previously tested as capable of fish-killing activity, but grown on algal prey (Cryptomonas LB2423; required cloning as well as cleaning procedures because of prymnesiophyte contamination when received from the Culture Collection for Marine Phytoplankton in Bigelow, Maine) for 1-3 months prior to initiation of fish bioassays. These fish bioassays were conducted with O. mossambicus (juveniles, t.l. 5-7 cm, n = 20 with 10 fish per replicate in 10-L cultures) at a salinity of 15, 21°C, and 50 µmol photons m-2 s-1 with a 12 hr:12 hr light:dark cycle (see Tables 1, 4, and 5 for other environmental conditions). The TOX-A populations of varying potency required 4-9 days to show fish-killing activity (90% confidence interval; 95% confidence interval at
21 days). In contrast, the potentially toxic (TOX-B) populations that had previously not been in actively toxic, fish-killing mode required >40 days to show fish-killing activity (Figure 3). We have extended fish bioassays to test survey samples for toxic strains of TPC species (known or as yet undetected) for 14 weeks. However, among more than 400 such tests, only 2 have yielded toxic strains of TPC species after 10 weeks (
12 weeks).
Figure 3. Comparison of the time interval required for positive fish bioassays (i.e., with fish-killing activity by TOX-A Pfiesteria spp.) for samples collected from estuarine fish kills in which TOX-A Pfiesteria spp. (4) were implicated as primary causative agents (closed diamonds; n = 20) versus samples that yielded toxic Pfiesteria in fish bioassays wherein the samples were taken during survey efforts in estuarine waters without diseased or dying fish (closed circles; n = 20). The latter estuarine areas were interpreted to contain TOX-B populations of TPC species. In all cases, sample transport and other delays extended for 1-2 days. Such handling is regarded as especially important for recently toxic populations in efforts to implicate versus rule out involvement of TOX-A Pfiesteria from in-progress estuarine fish kills. Note that 19 of the 20 samples from events that we diagnosed as having involved TOX-A Pfiesteria were positive for fish-killing activity within 20 days (longest lag period, 1 sample within 24 days). To err conservatively, we consider that samples appropriately handled (with <3-day lapse, including transport, following collection during an in-progress fish kill) should produce fish-killing activity within
21 days for actively toxic Pfiesteria to be implicated as a causative agent involved in the kill. Also note that samples which contained potentially toxic (TOX-B) Pfiesteria spp. populations that had not been recently in actively toxic mode toward fish did not show fish-killing activity until incubated with live fish for more than 6 weeks; 19 of the 20 samples from that set were ichthyotoxic by 10 weeks, with 1 sample requiring slightly longer. On the basis of well over 2,000 fish bioassays with estuarine samples, thus far we have not obtained toxic isolates of TPC species requiring more than 10.5 weeks to exhibit fish-killing activity, withtwo exceptions that required <12 weeks.
From these and other experiments with similar findings [e.g., Glasgow et al. (10) and Burkholder et al. (4)] (Figure 3), we interpret fish bioassays of samples collected from in-progress fish kill or epizootic events that yield dead fish within
21 days to indicate that an actively toxic (TOX-A) Pfiesteria or Pfiesteria-like population was present at the event. In the experimental series described above, condition a is considered analogous to tests of TPC populations that were actively toxic, in fish-killing mode, when collected prior to transport and other delays before testing in fish bioassays. Condition b simulated delays required before potentially toxic (TOX-B) rather than actively toxic populations can become lethal to fish and is analogous to samples from field surveys for potentially toxic Pfiesteria populations (4,5,8,28,29). With increasing time away from live fish, populations that were recently in actively toxic mode require progressively more time to resume lethal activity toward fish. Populations without recent active toxicity toward fish require a significantly longer duration before they show fish-killing capability. The time required would be expected to involve both excystment from temporary cysts that often form with sample disturbance during transport, and upregulation of biochemical pathways for initiating and increasing toxin production following separation from live fish. Such timing delays in the metabolic functioning of Pfiesteria in natural estuarine habitat might be exacerbated by the artificial conditions of laboratory culture. Heterotrophic dinoflagellates require various organic substrates, many of which have not been identified or are poorly understood (25). Pfiesteria clones commonly become significantly altered in toxicity, morphology, ploidy, and/or other traits over time in culture (4). Such changes suggest that the culture conditions lack particular organic substrates (including, perhaps, one or more bacterial cofactors) that occur in the natural habitat, or some other vital factor(s) found in the natural habitat (4).
Because toxin production in
Pfiesteria spp. is triggered by the presence of live fish (
3,4,8,10,22,23), fish bioassays are the appropriate test to use in efforts to assess
Pfiesteria involvement in estuarine fish kills [see consensus document by
PICWG (
5)]. However, lacking biohazard BSL-3 facilities, some laboratories have attempted to use algal assays to assess whether
Pfiesteria spp. were present or involved in fish kill/disease events (
52). Algal assays (
4,5) are conducted by adding cryptomonad or other algal prey, known to be commonly consumed by mixotrophic and heterotrophic dinoflagellates, to natural samples (
5,9,25).
We hypothesized that algal assays would perform poorly in detection of toxic strains of Pfiesteria spp. by selecting for mixotrophic dinoflagellates that had not recently been targeting fish prey. To test this hypothesis, during June 1999 we collected 16 water-column + surficial sediment samples from the mesohaline Neuse Estuary (Minnesott Beach) and the Pamlico Estuary (Blount Bay) in North Carolina [for locations see Glasgow and Burkholder [30)]. Each sample was gently mixed and subaliquoted into one subsample (100 mL each) for use in algal assays versus one subsample for fish bioassays. Algal assays were conducted by adding sufficient cryptomonads (Cryptomonas LB2423, acclimated to within a salinity of ±2 of the samples) to effect an initial concentration of 104 cryptomonads mL-1, compared to a total pfiesteria-like dinoflagellate density of approximately 2-6
103 zoospores mL-1 (environmental conditions 21°C and 50 µmol photons m-2 s-1 with a 14 hr:10 hr light:dark cycle). Fish bioassays were conducted with O. mossambicus as described above (100 mL natural sample added to 4-L volume). Both assays were run for 10 weeks and were subampled for dinoflagellates minimally at 2-week intervals; in positive fish bioassays (with fish death, relative to no fish death in controls), samples were taken at 1- to 2-day intervals from the point when fish initially began to show signs of disease through death. Light microscopy was conducted on acidic Lugol's-preserved samples following the procedures in Burkholder and Glasgow (8) and Burkholder et al. (28), to evaluate the samples for Pfiesteria and pfiesteria-like dinoflagellates, as well as other potentially harmful microorganisms (including other dinoflagellates; as in Table 1). We also tested for the presence of Pfiesteria spp. using molecular probes [PCR, fluorescent in situ hybridization (FISH) (20,21)] together with SEM of suture-swollen cells [(3,4); at least 100 cells examined for complete plate structure in SEM for samples collected in association with fish death].
Of the 16 samples tested using algal assays, 12 were positive for cryptoperidiniopsoid, scripsielloid, and/or gymnodinioid dinoflagellates (Table 6). Only 1 was positive for a Pfiesteria sp. (P. piscicida) and was subsequently tested as noninducible without ability to cause disease or death, in fish, bioassays. In marked contrast, 10 of the 16 samples tested using fish bioassays were positive for toxic strains of TPC species (P. piscicida and/or P. shumwayae). In 2 of the 16 fish bioassays, Karlodinium micrum (Leadbeater & Dodge) J. Larsen (53) (epifluorescence light microscopy, 600
) or gymnodinioid (54) dinoflagellates initially were detected, but these organisms rapidly declined to negligible or undetectable levels within 2-3 days, well before signs of fish distress, disease, and death (>40 days). PCR and FISH probe analyses on the original estuarine samples yielded results consistent with the fish bioassays and algal assays in combination. Pfiesteria spp. were detected from the same 10 of 16 samples (10 as in the 10 positive fish bioassays, detecting toxic strains; 1 of the 10 samples also tested positive in the algal assay, a strain that was later confirmed as noninducible; thus, the latter sample had contained both toxic and noninducible strains). The data demonstrate that algal assays are not reliable in detecting actively or potentially toxic strains of TPC species from natural samples. Similar findings have been reported in other research (4,23).
Cross-Confirmation in Quality Control/Assurance
Fish bioassays, if conducted appropriately following this standardized procedure, are work-intensive undertakings that require practice and experience. The culturing of toxic Pfiesteria strains requires optimization of environmental conditions for growth of isolates from widely varying environmental conditions throughout the intensive, multistep, lengthy procedure described in this writing. Dinoflagellate systematists strongly recommend cross-confirmation of dinoflagellate species identifications by independent laboratories with expertise in that specialized field [demonstrated through appropriate training and peer-reviewed international science publications (4,5)]. The standardized fish bioassay procedure requires not only expertise in dinoflagellate systematics, but expertise in the behavior and growth characteristics of Pfiesteria spp., which are animal-like dinoflagellates with complex behavior. Thus, cross-confirmation of the data by independent specialists is yet more important. Confirmation of results by proven specialists in the field is, historically, hallmark of good science and should be a standard step for quality control/assurance in scientifically sound harmful algal research [e.g., Burkholder et al. (4), Lewitus et al. (12), and Marshall et al. (23)]. There is a proven track record of quality control/assurance gained by laboratories that practice cross-confirmation with independent laboratories of specialists in toxic Pfiesteria research (4,5,23,24). The integrity of the findings is strengthened against reports of false positives (= reports of toxic Pfiesteria that are invalid) as well as false negatives (resulting from improperly conducted fish bioassays in environmental conditions that are not conducive to toxic Pfiesteria growth) and conveyance of related misinformation. Such corroboration should be regarded as an essential step in quality control/assurance. It should be routinely practiced by any laboratory engaged or attempting to engage in toxic Pfiesteria research.
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Last Updated: October 10, 2001