Skip to main content
BMC Medicine logoLink to BMC Medicine
. 2020 Dec 14;18:385. doi: 10.1186/s12916-020-01849-7

The impact of HIV infection on tuberculosis transmission in a country with low tuberculosis incidence: a national retrospective study using molecular epidemiology

Joanne R Winter 1, Colette J Smith 1, Jennifer A Davidson 2, Maeve K Lalor 2, Valerie Delpech 3, Ibrahim Abubakar 1,, Helen R Stagg 1,4
PMCID: PMC7734856  PMID: 33308204

Abstract

Background

HIV is known to increase the likelihood of reactivation of latent tuberculosis to active TB disease; however, its impact on tuberculosis infectiousness and consequent transmission is unclear, particularly in low-incidence settings.

Methods

National surveillance data from England, Wales and Northern Ireland on tuberculosis cases in adults from 2010 to 2014, strain typed using 24-locus mycobacterial-interspersed-repetitive-units–variable-number-tandem-repeats was used retrospectively to identify clusters of tuberculosis cases, subdivided into ‘first’ and ‘subsequent’ cases.

Firstly, we used zero-inflated Poisson regression models to examine the association between HIV status and the number of subsequent clustered cases (a surrogate for tuberculosis infectiousness) in a strain type cluster. Secondly, we used logistic regression to examine the association between HIV status and the likelihood of being a subsequent case in a cluster (a surrogate for recent acquisition of tuberculosis infection) compared to the first case or a non-clustered case (a surrogate for reactivation of latent infection).

Results

We included 18,864 strain-typed cases, 2238 were the first cases of clusters and 8471 were subsequent cases. Seven hundred and fifty-nine (4%) were HIV-positive.

Outcome 1: HIV-positive pulmonary tuberculosis cases who were the first in a cluster had fewer subsequent cases associated with them (mean 0.6, multivariable incidence rate ratio [IRR] 0.75 [0.65–0.86]) than those HIV-negative (mean 1.1).

Extra-pulmonary tuberculosis (EPTB) cases with HIV were less likely to be the first case in a cluster compared to HIV-negative EPTB cases. EPTB cases who were the first case had a higher mean number of subsequent cases (mean 2.5, IRR (3.62 [3.12–4.19]) than those HIV-negative (mean 0.6).

Outcome 2: tuberculosis cases with HIV co-infection were less likely to be a subsequent case in a cluster (odds ratio 0.82 [0.69–0.98]), compared to being the first or a non-clustered case.

Conclusions

Outcome 1: pulmonary tuberculosis-HIV patients were less infectious than those without HIV. EPTB patients with HIV who were the first case in a cluster had a higher number of subsequent cases and thus may be markers of other undetected cases, discoverable by contact investigations.

Outcome 2: tuberculosis in HIV-positive individuals was more likely due to reactivation than recent infection, compared to those who were HIV-negative.

Supplementary Information

The online version contains supplementary material available at 10.1186/s12916-020-01849-7.

Keywords: Tuberculosis, HIV, Co-infection, Transmission, MIRU-VNTR

Background

HIV infection increases susceptibility to tuberculosis (TB) disease by increasing the rate of progression from latent TB infection (LTBI) to active disease [1, 2]. However, there is also evidence that overall, TB may be less infectious in patients who also have HIV; contact studies have shown lower prevalence of tuberculin skin test (TST) positivity and lower TST conversion rates among contacts of HIV-positive index patients than HIV-negative index patients [35], particularly when index patients with HIV were immunocompromised [6]. This may be mediated through a shorter duration of infectiousness due to accelerated TB disease progression resulting in earlier diagnosis [2, 7], earlier TB treatment [6], lower rates of cavitary [4, 6] or sputum smear-positive [4, 5] TB, or a shorter duration of cough [4] among HIV-positive index patients.

Molecular strain typing data can help identify cases which may be part of the same chain of transmission [8]. Since 2010, all culture-positive Mycobacterium tuberculosis complex (MTBC) isolates in England, Wales and Northern Ireland have been prospectively strain typed using 24-locus mycobacterial interspersed repetitive units–variable number tandem repeats (MIRU-VNTR) typing. 58.4% of TB cases in England were part of a strain type cluster with at least one other case between 2010 and 2015 [9, 10].

Several studies in low-incidence settings which examined whether HIV was a risk factor for being part of a strain type cluster found no association [1113], including one meta-analysis [14], but other more recent studies have reported both positive [15] and negative [16, 17] associations. Weak evidence from studies in low-burden settings (with few HIV-positive TB cases) suggests that HIV positivity among the first cases of a cluster may be associated with increased numbers of secondary cases in clusters (possibly because contacts of HIV-infected TB patients may be more likely to have HIV themselves, and therefore may be more susceptible to TB infection) and that patients with TB arising from recent infection are more likely to be HIV-positive than patients whose TB derives from reactivation of LTBI [1820]. Larger cluster sizes in these studies were also associated with social risk factors such as illicit/intravenous drug use and homelessness, both of which are commonly associated with HIV co-infection.

Most risk factors for TB transmission have the same direction of effect on both susceptibility to infection and likelihood of onward transmission. In contrast, HIV may increase susceptibility to infection and is known to increase progression to active TB disease, but may lower infectiousness of TB. The overall impact of HIV on onward transmission of TB is therefore unclear, particularly in low-incidence settings. We utilised a comprehensive national dataset of TB notifications over 5 years, combined with molecular strain typing data and linked to national HIV surveillance data, to examine two outcomes. Firstly, we examined whether the HIV status of a TB case determined the number of subsequent clustered cases. Secondly, we assessed whether TB is more often due to reactivation of LTBI or recent infection in patients with and without HIV.

Methods

Study population

This was a retrospective study of culture-confirmed patients with MTBC disease in adults (aged ≥ 15 years) in England, Wales and Northern Ireland, notified to Public Health England (PHE)‘s Enhanced TB Surveillance System (ETS) between 2010 and 2014. We included all notified TB patients whose MTBC isolates were strain typed at ≥ 23 loci, using 24-loci MIRU-VNTR genotyping [8]. Recurrent TB cases were identified by record linkage and excluded if the strain type of recurrent notifications was indistinguishable from that of the first (i.e. plausible instances of relapse of active TB disease).

Defining strain type clusters

PHE defines a strain type cluster as two or more persons with TB caused by indistinguishable MIRU-VNTR strain types [8, 21]. TB cases with unique strain types were considered ‘not clustered’.

The earliest date of evidence of TB disease for each patient (including symptom onset date, date of presentation to healthcare, earliest specimen date, diagnosis date, treatment start date and case notification date) was used to define the order of cases within clusters. We defined the earliest patient in each cluster as the first case and all later cases as subsequent cases.

Cases of TB in children (aged < 15 years) were included in the dataset when determining the order of TB cases within a cluster. However, as HIV status could only be determined for adults, we excluded children from our subsequent analyses. As TB is rare in the UK, clusters were not limited by geographical area within England, Wales and Northern Ireland.

Statistical analysis

Data were analysed in Stata version 13.1. Descriptive analyses of the cohort were undertaken, examining the proportion of cases belonging to a strain type cluster and how many of whom were first cases compared to subsequent cases, stratified by HIV status. We also examined the number of subsequent cases following the first case of pulmonary TB in a cluster, stratified by HIV status of the first case in the cluster.

To investigate whether HIV was a risk factor for potential transmission of TB, we conducted two analyses, described in detail below.

Outcome 1: Likelihood of transmitting TB, and the number of subsequent TB cases

This analysis aimed to assess whether the HIV status of a TB case affected transmission, determined by the number of subsequent clustered cases. We compared the likelihood of transmission from TB cases with unique strain types versus those who were the first case in a cluster. The number of subsequent cases for the first case of a cluster was calculated as the number of patients in the cluster, minus one. TB cases with unique strain types were classed as having zero subsequent cases.

To investigate the impact of HIV on the onward transmission of TB, multivariable zero-inflated Poisson regression [22] was used to examine whether the HIV status of the first case of a cluster determined the number of subsequent clustered cases.

Zero-inflated Poisson regression is useful for modelling count data with an excess of zeroes, when the underlying theory suggests that the excess zeroes occur due to a separate process, and can therefore be modelled separately. In this study, we suggest that TB patients fall into two groups; those who are not infectious (and therefore cannot transmit TB to anyone else), modelled by a logistic model, and those who are infectious (and may therefore transmit TB to none, one, or more people), modelled by a Poisson model. Zero-inflated Poisson regression models undertake both of these processes and therefore give an output in two parts: an odds ratio (for the odds of transmitting infection to any subsequent patients) and a rate ratio (for the number of subsequent clustered cases, given that there has been transmission of infection). The model was offset by the time since the earliest date of evidence of TB to the end of the study period (31 December 2014). This analysis was subdivided by the site of TB disease of the first case in the cluster (pulmonary disease with or without extra-pulmonary disease, compared to extra-pulmonary disease only), as it is generally accepted that patients with only extra-pulmonary TB (EPTB) are not infectious, and adjusted for other confounding variables [23].

As the first identified case of the cluster may not be responsible for transmission within the cluster, we conducted a sensitivity analysis in which we examined the number of subsequent cases for the first pulmonary case in each cluster, regardless of whether the first pulmonary case was the first case in the cluster.

Outcome 2: Likelihood of being a subsequent case in a cluster (a surrogate for recent TB infection)

This analysis investigated whether HIV status influenced whether a patient’s TB was more likely to be the result of recent infection or reactivation of LTBI. We used multivariable logistic regression to assess the odds ratio for being a subsequent case in a cluster (a proxy for recent acquisition of TB infection), compared to being the first case or a non-clustered case (representing reactivation cases) in HIV-positive and negative individuals. All TB cases with strain typing data were included in this analysis.

As per outcome 1, we also conducted a sensitivity analysis in which we assumed that transmission originated from the first pulmonary case in the cluster, rather than the first case temporally irrespective of the site of disease.

Exposure variables

Our primary exposure variable was HIV status, which was determined through linkage [24, 25] of ETS to the national HIV and AIDS Reporting System [26, 27]. Potential confounders for the relationship between HIV status and the outcomes were identified prospectively [23, 28] and are shown in Table 1. All potential confounders were included in the multivariable models.

Table 1.

The clustering status of TB cases by risk factor in England, Wales and Northern Ireland, 2010–2014

Total cases Clustered cases (%) Subsequent cases (% of clustered cases) First cases (% of clustered cases)
HIV status
 Negative 18,105 10,299 (56.9) 8160 (79.2) 2139 (20.8)
 Positive 759 410 (54.0) 311 (75.9) 99 (24.1)
Year of TB notification
 2010 3174 1795 (56.6) 874 (48.7) 921 (51.3)
 2011 4296 2443 (56.9) 1786 (73.1) 657 (26.9)
 2012 4327 2525 (58.4) 2150 (85.1) 375 (14.9)
 2013 3696 2130 (57.6) 1940 (91.1) 190 (8.9)
 2014 3371 1816 (53.9) 1721 (94.8) 95 (5.2)
Sex
 Female 7521 4153 (55.2) 3272 (78.8) 881 (21.2)
 Male 11,323 6547 (57.8) 5196 (79.4) 1351 (20.6)
 Missing 20 9 (45.0) 3 (33.3) 6 (66.7)
Age (years)
 15–24 3238 2059 (63.6) 1652 (80.2) 407 (19.8)
 25–34 5632 3139 (55.7) 2453 (78.1) 686 (21.9)
 35–44 3578 2041 (57.0) 1601 (78.4) 440 (21.6)
 45–54 2388 1423 (59.6) 1149 (80.7) 274 (19.3)
 55–64 1488 890 (59.8) 717 (80.6) 173 (19.4)
 65+ 2540 1157 (45.6) 899 (77.7) 258 (22.3)
Ethnicity
 White 3991 2442 (61.2) 1959 (80.2) 483 (19.8)
 Black African 3211 2031 (63.3) 1603 (78.9) 428 (21.1)
 Black Other 588 458 (77.9) 391 (85.4) 67 (14.6)
 Indian sub-continent 8079 4198 (52.0) 3300 (78.6) 898 (21.4)
 Mixed/other 2525 1330 (52.7) 1029 (77.4) 301 (22.6)
 Missing 470 250 (53.2) 189 (75.6) 61 (24.4)
Time since entry to the UK
 UK born 4431 3000 (67.7) 2495 (83.2) 505 (16.8)
 Within 2 years 2535 1313 (51.8) 979 (74.6) 334 (25.4)
 2–5 years 2999 1509 (50.3) 1154 (76.5) 355 (23.5)
 5–10 years 2743 1485 (54.1) 1149 (77.4) 336 (22.6)
 More than 10 years 4115 2329 (56.6) 1870 (80.3) 459 (19.7)
 Missing 2041 1073 (52.6) 824 (76.8) 249 (23.2)
TB lineage
 Beijing 1041 770 (74.0) 667 (86.6) 103 (13.4)
 Euro-American 7313 4300 (58.8) 3352 (78.0) 948 (22.0)
 Central Asian Strain 5280 3285 (62.2) 2674 (81.4) 611 (18.6)
 East Asian Indian 2674 1046 (39.1) 769 (73.5) 277 (26.5)
 Other/unknown 2554 1306 (51.1) 1008 (77.2) 298 (22.8)
 Missing 2
IMD decile
 1 3933 2360 (60.0) 1868 (79.2) 492 (20.8)
 2 3645 2130 (58.4) 1678 (78.8) 452 (21.2)
 3 3008 1704 (56.6) 1334 (78.3) 370 (21.7)
 4 2301 1314 (57.1) 1066 (81.1) 248 (18.9)
 5 1655 906 (54.7) 695 (76.7) 211 (23.3)
 6 1183 652 (55.1) 516 (79.1) 136 (20.9)
 7 838 453 (54.1) 375 (82.8) 78 (17.2)
 8 728 398 (54.7) 302 (75.9) 96 (24.1)
 9 610 307 (50.3) 241 (78.5) 66 (21.5)
 10 474 243 (51.3) 194 (79.8) 49 (20.2)
 Missing 489 242 (49.5) 202 (83.5) 40 (16.5)
Drug misuse
 No 16,536 9241 (55.9) 7291 (78.9) 1950 (21.1)
 Yes 702 551 (78.5) 473 (85.8) 78 (14.2)
 Missing 1626 917 (56.4) 707 (77.1) 210 (22.9)
Alcohol misuse
 No 16,260 9160 (56.3) 7251 (79.2) 1909 (20.8)
 Yes 776 528 (68.0) 441 (83.5) 87 (16.5)
 Missing 1828 1021 (55.9) 779 (76.3) 242 (23.7)
Homelessness
 No 16,771 9480 (56.5) 7500 (79.1) 1980 (20.9)
 Yes 666 449 (67.4) 372 (82.9) 77 (17.1)
 Missing 1427 780 (54.7) 599 (76.8) 181 (23.2)
Imprisonment
 No 16,210 9097 (56.1) 7200 (79.1) 1897 (20.9)
 Yes 649 484 (74.6) 410 (84.7) 74 (15.3)
 Missing 2005 1128 (56.3) 861 (76.3) 267 (23.7)
Site of TB disease/smear status
 Pulmonary, smear positive 4959 3137 (63.3) 2448 (78.0) 689 (22.0)
 Pulmonary, smear negative/unknown 6952 4084 (58.7) 3279 (80.3) 805 (19.7)
 Extra-pulmonary 6947 3486 (50.2) 2742 (78.7) 744 (21.3)
 Missing 6 2 (33.3) 2 (100.0) 0 (0.0)

IMD: index of multiple deprivation score. IMD score deciles represent relative levels of deprivation of income, employment, health, education, housing and services, crime and living environment for small areas in England and Wales, where 1 = most deprived and 10 = least deprived [29, 30]

Patients with both pulmonary and extra-pulmonary disease were classed as having pulmonary disease

Results

Descriptive analysis

A flow chart of the cases included is shown in Fig. 1. 37,162 cases of TB in adults aged ≥ 15 years were notified to PHE in England, Wales and Northern Ireland between 2010 and 2014. 23,146 (62.3%) were culture confirmed, of which 18,913 (81.7%) were strain typed at ≥ 23 loci. We excluded 49 cases of recurrent TB with the same strain type as the original infection; 19 recurrent instances of disease with different strain types were included. 18,864 TB cases were included in our analysis, representing 50.8% of TB cases in England, Wales and Northern Ireland from 2010 to 2014. Of the cases included in the analysis, 10,709 (56.8%) were part of 2284 strain type clusters. In total, 2238 (20.9%) were the first cases in a cluster (in 46 clusters the first case was aged < 15 years and therefore excluded from the statistical analysis) and 8471 (79.1%) were subsequent cases.

Fig. 1.

Fig. 1

Flow chart of included cases

Seven hundred and fifty-nine TB cases were co-infected with HIV (4.0%); 410/759 (54.0%) were clustered and 99/410 (24.2%) were the first case in a cluster.

Of the 8471 subsequent cases in clusters, 3.7% were HIV-positive. 572/8471 (6.8%) of subsequent cases had an HIV-positive first case, 7775 (91.8%) had an HIV-negative first case, and the HIV status of the first case was unknown for 124 (1.5%) patients from clusters in which the first case was a child. Other demographic, socioeconomic and clinical factors are shown in Table 1.

The HIV status of the first case of a cluster was positively associated with the HIV status of subsequent cases (χ2 test P < 0.001). The prevalence of HIV among subsequent cases was higher in clusters with an HIV-positive first case (10.7%) than in clusters with an HIV-negative first case (3.2%). 6.4% of HIV-negative subsequent cases had an HIV-positive first case, compared to 19.9% of HIV-positive subsequent cases. 1998/2284 (87.5%) of clusters consisted of only HIV-negative TB patients, 11 clusters (0.5%) consisted of only HIV-positive TB patients and 275 (12.0%) clusters were mixed.

The mean cluster size in the cohort was 5 (median 3, inter-quartile range 2–4, range 2–198), 5 for clusters where the first patient was HIV-negative and 7 for clusters with an HIV-positive first case.

Outcome 1: The impact of HIV on the likelihood of transmitting TB, and the number of subsequent TB cases

The number of subsequent cases following the first TB case in a cluster differed substantially by HIV status, site of disease and smear status (Table 2).

Table 2.

The mean number of subsequent clustered cases, stratified by the HIV status, site of disease and smear status of the first case

Site of disease and smear status HIV status of first case
HIV-negative
Mean (SE)
HIV-positive
Mean (SE)
Total
Mean (SE)
Pulmonary smear positive 1.1 (0.02) 0.6 (0.07) 1.1 (0.02)
Pulmonary smear negative/unknown 0.8 (0.01) 0.9 (0.07) 0.8 (0.01)
Extra-pulmonary disease 0.6 (0.01) 2.5 (0.14) 0.7 (0.01)
Total 0.8 (0.01) 1.3 (0.05) 0.8 (0.01)

Mean: arithmetic mean. SE: standard error of the mean (Poisson distribution)

Patients with both pulmonary and extra-pulmonary disease were classed as having pulmonary disease

The zero-inflated Poisson model showed that among pulmonary TB cases (with or without extra-pulmonary disease), there was no evidence for an association between HIV co-infection and being the first case of a strain type cluster (compared to not being part of a strain type cluster) in the logistic part of the model (multivariable odds ratio [OR] 1.10 [0.79–1.53], Table 3). However, HIV co-infection was associated with a decreased number of subsequent clustered cases in the Poisson part of the models (multivariable incidence rate ratio [IRR] 0.75 [0.65–0.86], Table 3). This shows where TB cases with HIV were the first case of a cluster, the overall cluster size was smaller.

Table 3.

Univariable and multivariable zero-inflated Poisson regression of factors associated with the likelihood of transmitting TB, and the number of subsequent clustered cases for pulmonary TB cases in England, Wales and Northern Ireland, 2010–2014

Total pulmonary cases Clustered pulmonary cases (%) First pulmonary cases (% of clustered cases) Univariable (number of subsequent cases) Univariable (non-clustered case) Multivariable (number of subsequent cases) Multivariable (non-clustered case)
IRR (95% CI) OR (95% CI) IRR (95% CI) OR (95% CI)
HIV status
 Negative 11,366 6910 (60.8) 1950 (28.2) 1.00 1.00 1.00 1.00
 Positive 545 311 (57.1) 106 (34.1) 0.76 (0.68–0.87) 0.94 (0.72–1.23) 0.75 (0.65–0.86) 1.10 (0.79–1.53)
Year of TB diagnosis
 2010 2028 1205 (59.4) 716 (59.4) 1.00 1.00 1.00 1.00
 2011 2696 1638 (60.8) 546 (33.3) 0.63 (0.59–0.66) 1.69 (1.46–1.96) 0.64 (0.60–0.68) 1.52 (1.29–1.80)
 2012 2650 1670 (63.0) 379 (22.7) 0.39 (0.35–0.43) 1.87 (1.56–2.24) 0.38 (0.34–0.43) 1.53 (1.25–1.88)
 2013 2354 1456 (61.9) 230 (15.8) 0.42 (0.35–0.49) 2.79 (2.20–3.53) 0.40 (0.34–0.48) 2.38 (1.83–3.11)
 2014 2183 1252 (57.4) 185 (14.8) 0.64 (0.52–0.79) 4.53 (3.34–6.14) 0.59 (0.47–0.74) 4.04 (2.87–5.69)
Sex
 Female 4562 2661 (58.3) 765 (28.7) 1.00 1.00 1.00 1.00
 Male 7333 4552 (62.1) 1285 (28.2) 1.04 (0.99–1.09) 0.86 (0.76–0.96) 1.01 (0.95–1.06) 0.81 (0.70–0.93)
 Missing 16 8 (50.0) 6 (75.0)
Age (years)
 15–24 2254 1504 (66.7) 405 (26.9) 0.93 (0.87–1.00) 0.78 (0.65–0.92) 0.86 (0.79–0.93) 0.78 (0.63–0.96)
 25–34 3250 1947 (59.9) 575 (29.5) 1.00 1.00 1.00 1.00
 35–44 2089 1314 (62.9) 395 (30.1) 1.30 (1.22–1.39) 0.89 (0.75–1.05) 1.33 (1.24–1.43) 0.99 (0.81–1.22)
 45–54 1566 1000 (63.9) 252 (25.2) 0.90 (0.83–0.99) 0.89 (0.73–1.08) 0.96 (0.87–1.07) 1.08 (0.84–1.38)
 55–64 999 633 (63.4) 167 (26.4) 1.19 (1.09–1.30) 1.10 (0.87–1.39) 1.01 (0.91–1.13) 1.36 (1.01–1.82)
 65+ 1753 823 (46.9) 262 (31.8) 1.04 (0.96–1.13) 1.61 (1.34–1.94) 1.03 (0.93–1.14) 1.97 (1.53–2.53)
Ethnicity
 White 3481 2205 (63.3) 522 (23.7) 1.00 1.00 1.00 1.00
 Black African 1926 1270 (65.9) 370 (29.1) 0.96 (0.89–1.02) 0.76 (0.64–0.91) 1.23 (1.12–1.36) 0.91 (0.70–1.19)
 Black Other 406 322 (79.3) 68 (21.1) 0.89 (0.77–1.02) 0.51 (0.35–0.74) 0.86 (0.74–1.01) 0.58 (0.37–0.93)
 Indian sub-continent 4174 2354 (56.4) 758 (32.2) 0.94 (0.88–0.99) 1.15 (1.00–1.33) 0.93 (0.85–1.01) 1.19 (0.94–1.51)
 Mixed/other 1621 894 (55.2) 273 (30.5) 0.60 (0.55–0.66) 1.03 (0.85–1.26) 0.68 (0.60–0.77) 1.10 (0.83–1.46)
 Missing 303 176 (58.1) 65 (36.9)
Time since entry to the UK
 UK born 3631 2526 (69.6) 540 (21.4) 1.00 1.00 1.00 1.00
 Within 2 years 1536 833 (54.2) 311 (37.3) 0.70 (0.64–0.75) 1.10 (0.91–1.32) 0.65 (0.59–0.71) 1.27 (0.99–1.63)
 2–5 years 1549 815 (52.6) 267 (32.8) 0.75 (0.69–0.81) 1.24 (1.02–1.50) 0.76 (0.69–0.84) 1.35 (1.05–1.74)
 5–10 years 1543 897 (58.1) 283 (31.5) 0.82 (0.76–0.89) 1.10 (0.91–1.33) 0.76 (0.69–0.83) 1.25 (0.97–1.60)
 More than 10 years 2423 1460 (60.3) 423 (29.0) 0.89 (0.83–0.95) 1.23 (1.04–1.46) 0.84 (0.77–0.91) 1.10 (0.87–1.40)
 Missing 1229 690 (56.1) 232 (33.6)
TB lineage
 Beijing 706 525 (74.4) 93 (17.7) 1.00 1.00 1.00 1.00
 Euro-American 5306 3233 (60.9) 898 (27.8) 0.51 (0.47–0.56) 1.05 (0.80–1.39) 0.46 (0.41–0.50) 1.11 (0.80–1.54)
 Central Asian Strain 2955 1948 (65.9) 547 (28.1) 0.72 (0.66–0.79) 1.05 (0.79–1.40) 0.78 (0.70–0.86) 1.01 (0.72–1.43)
 East Asian Indian 1271 551 (43.4) 235 (42.6) 0.42 (0.37–0.48) 1.59 (1.16–2.17) 0.52 (0.45–0.59) 1.54 (1.06–2.23)
 Other/unknown 1673 964 (57.6) 283 (29.4) 0.48 (0.43–0.53) 1.17 (0.86–1.59) 0.43 (0.38–0.48) 1.18 (0.82–1.69)
 Missing 2
IMD decile
 1 2581 1654 (64.1) 440 (26.6)
 2 2238 1383 (61.8) 396 (28.6)
 3 1851 1117 (60.3) 335 (30.0)
 4 1425 873 (61.3) 247 (28.3)
 5 1039 609 (58.6) 191 (31.4)
 6 737 437 (59.3) 125 (28.6)
 7 525 306 (58.3) 80 (26.1)
 8 486 276 (56.8) 82 (29.7)
 9 390 224 (57.4) 63 (28.1)
 10 305 171 (56.1) 54 (31.6)
 Missing 334 171 (51.2) 43 (25.1)
 For each decile increase 0.96 (0.95–0.97) 1.02 (0.99–1.04) 0.96 (0.95–0.97) 1.00 (0.97–1.03)
Drug misuse
 No 10,165 6061 (59.6) 1768 (29.2) 1.00 1.00 1.00 1.00
 Yes 639 507 (79.3) 82 (16.2) 1.14 (1.02–1.27) 0.61 (0.45–0.83) 0.88 (0.76–1.01) 0.84 (0.56–1.28)
 Missing 1107 653 (59.0) 206 (31.5)
Alcohol misuse
 No 10,039 6043 (60.2) 1747 (28.9) 1.00 1.00 1.00 1.00
 Yes 670 470 (70.1) 87 (18.5) 1.85 (1.71–2.01) 0.97 (0.74–1.26) 1.69 (1.54–1.86) 1.18 (0.84–1.66)
 Missing 1202 708 (58.9) 222 (31.4)
Homelessness
 No 10,398 6277 (60.4) 1799 (28.7) 1.00 1.00 1.00 1.00
 Yes 567 393 (69.3) 85 (21.6) 0.90 (0.80–1.02) 0.74 (0.55–0.99) 0.63 (0.54–0.72) 0.88 (0.59–1.30)
 Missing 946 551 (58.2) 172 (31.2)
Imprisonment
 No 9990 5978 (59.8) 1725 (28.9) 1.00 1.00 1.00 1.00
 Yes 553 423 (76.5) 82 (19.4) 1.07 (0.96–1.20) 0.86 (0.76–0.96) 1.10 (0.97–1.26) 0.85 (0.57–1.26)
 Missing 1368 820 (59.9) 249 (30.4)
Smear status
 Smear positive 4959 3137 (63.3) 901 (28.7) 1.00 1.29 1.00 1.00
 Smear negative or unknown 6952 4084 (58.7) 1155 (28.3) 0.87 (0.83–0.92) 1.94 (1.78–2.12) 0.83 (0.79–0.88) 1.17 (1.02–1.34)

IRR: incidence rate ratio (Poisson part) for an increased number of subsequent clustered cases. OR: odds ratio (zero-inflated part) for the odds of being a non-clustered case, compared to being the first case of a cluster. Both analyses were restricted to clusters where the first case was pulmonary. IMD: index of multiple deprivation score. IMD score deciles represent relative levels of deprivation of income, employment, health, education, housing and services, crime and living environment for small areas in England and Wales, where 1 = most deprived and 10 = least deprived [29, 30]

Adjusted for all variables shown in the table. The multivariable model included 5694 TB cases after 1052 were excluded due to missing data on one or more of sex (n = 14), ethnicity (n = 192), time since entry to the UK (n = 771) or IMD score (n = 206)

Cases missing data were considered not to have these social risk factors

Extra-pulmonary (with no pulmonary disease) TB cases with HIV co-infection were less likely to be the first case of a cluster than those without HIV (multivariable OR for having a unique strain type 1.93 [1.12–3.33], Table 4). However, where an EPTB case was the first case in a cluster, HIV co-infection was associated with an increased number of subsequent cases (multivariable IRR 3.62 [3.12–4.19]).

Table 4.

Univariable and multivariable zero-inflated Poisson regression of factors associated with the likelihood of being the first case of a cluster, and the number of subsequent clustered cases for extra-pulmonary TB cases in England, Wales and Northern Ireland, 2010–2014

Total extra-pulmonary cases Clustered cases (%) First extra-pulmonary cases (% of clustered cases) Univariable (number of subsequent cases) Univariable (non-clustered case) Multivariable (number of subsequent cases) Multivariable (non-clustered case)
IRR (95% CI) OR (95% CI) IRR (95% CI) OR (95% CI)
HIV status
 Negative 6739 3389 (50.3) 722 (21.3) 1.00 1.00 1.00 1.00
 Positive 214 99 (46.3) 22 (22.2) 4.16 (3.71–4.67) 1.38 (0.86–2.19) 3.62 (3.12–4.19) 1.93 (1.12–3.33)
Year of TB diagnosis
 2010 1146 590 (51.5) 293 (49.7) 1.00 1.00 1.00 1.00
 2011 1600 805 (50.3) 242 (30.1) 0.77 (0.71–0.84) 1.65 (1.34–2.02) 0.72 (0.66–0.80) 1.45 (1.15–1.84)
 2012 1677 855 (51.0) 122 (14.3) 0.56 (0.48–0.66) 2.84 (2.21–3.64) 0.60 (0.51–0.71) 2.57 (1.93–3.41)
 2013 1342 674 (50.2) 62 (9.2) 0.39 (0.29–0.51) 2.83 (1.94–4.13) 0.45 (0.34–0.61) 2.82 (1.88–4.22)
 2014 1188 564 (47.5) 25 (4.4) 0.90 (0.74–1.10) 6.86 (4.36–10.80) 1.11 (0.82–1.51) 7.82 (4.67–13.11)
Sex
 Female 2959 1492 (50.4) 323 (21.6) 1.00 1.00 1.00 1.00
 Male 3990 1995 (50.0) 421 (21.1) 1.25 (1.15–1.35) 1.11 (0.94–1.31) 1.22 (1.12–1.34) 0.99 (0.81–1.21)
 Missing 4 1 (25.0) (0.0)
Age (years)
 15–24 984 555 (56.4) 111 (20.0) 2.26 (2.01–2.54) 1.10 (0.85–1.42) 1.66 (1.46–1.89) 1.07 (0.80–1.45)
 25–34 2382 1192 (50.0) 266 (22.3) 1.00 1.00 1.00 1.00
 35–44 1489 727 (48.8) 156 (21.5) 1.67 (1.49–1.87) 1.27 (1.01–1.60) 1.43 (1.26–1.61) 1.32 (1.00–1.75)
 45–54 822 423 (51.5) 83 (19.6) 1.37 (1.19–1.59) 1.19 (0.89–1.58) 1.39 (1.18–1.63) 1.46 (1.02–2.10)
 55–64 489 257 (52.6) 52 (20.2) 1.73 (1.48–2.02) 1.18 (0.84–1.66) 1.92 (1.60–2.31) 1.45 (0.94–2.24)
 65+ 787 334 (42.4) 76 (22.8) 1.08 (0.92–1.26) 1.34 (1.00–1.81) 0.94 (0.78–1.14) 1.40 (0.92–2.12)
Ethnicity
 White 510 237 (46.5) 49 (20.7) 1.00 1.00 1.00 1.00
 Black African 1285 761 (59.2) 150 (19.7) 1.76 (1.45–2.14) 0.74 (0.51–1.08) 0.85 (0.65–1.10) 0.49 (0.27–0.89)
 Black Other 182 136 (74.7) 17 (12.5) 3.69 (2.92–4.66) 0.62 (0.32–1.19) 2.84 (2.18–3.70) 0.57 (0.26–1.25)
 Indian sub-continent 3905 1844 (47.2) 414 (22.5) 1.21 (1.00–1.46) 0.96 (0.68–1.35) 0.64 (0.49–0.83) 0.64 (0.36–1.12)
 Mixed/other 904 436 (48.2) 101 (23.2) 0.97 (0.78–1.21) 0.80 (0.54–1.20) 0.58 (0.44–0.78) 0.50 (0.27–0.93)
 Missing 167 74 (44.3) 13 (17.6)
Time since entry to the UK
 UK born 800 474 (59.3) 86 (18.1) 1.00 1.00 1.00 1.00
 Within 2 years 999 480 (48.0) 107 (22.3) 1.75 (1.52–2.01) 1.51 (1.09–2.10) 2.06 (1.70–2.50) 2.56 (1.62–4.05)
 2–5 years 1450 694 (47.9) 156 (22.5) 0.72 (0.61–0.84) 1.16 (0.85–1.59) 0.99 (0.81–1.22) 1.72 (1.10–2.70)
 5–10 years 1200 588 (49.0) 134 (22.8) 0.87 (0.74–1.01) 1.20 (0.87–1.65) 1.16 (0.94–1.42) 1.83 (1.15–2.89)
 More than 10 years 1692 869 (51.4) 185 (21.3) 0.95 (0.83–1.09) 1.15 (0.85–1.56) 1.28 (1.04–1.57) 1.42 (0.91–2.23)
 Missing 812 383 (47.2) 76 (19.8)
TB lineage
 Beijing 335 245 (73.1) 34 (13.9) 1.00 1.00 1.00 1.00
 Euro-American 2007 1067 (53.2) 236 (22.1) 0.46 (0.39–0.54) 1.21 (0.79–1.87) 0.41 (0.34–0.49) 1.16 (0.70–1.93)
 Central Asian Strain 2325 1337 (57.5) 255 (19.1) 0.75 (0.65–0.87) 1.36 (0.89–2.09) 0.76 (0.64–0.90) 1.37 (0.82–2.26)
 East Asian Indian 1403 495 (35.3) 133 (26.9) 0.48 (0.41–0.58) 2.18 (1.40–3.42) 0.55 (0.45–0.67) 2.07 (1.23–3.48)
 Other 881 342 (38.8) 85 (24.9) 0.66 (0.56–0.79) 2.17 (1.36–3.47) 0.62 (0.51–0.75) 1.92 (1.12–3.30)
 Missing 2
IMD decile
 1 1352 706 (52.2) 160 (22.7)
 2 1407 747 (53.1) 156 (20.9)
 3 1157 587 (50.7) 136 (23.2)
 4 876 441 (50.3) 72 (16.3)
 5 616 297 (48.2) 75 (25.3)
 6 446 215 (48.2) 45 (20.9)
 7 313 147 (47.0) 26 (17.7)
 8 242 122 (50.4) 30 (24.6)
 9 220 83 (37.7) 17 (20.5)
 10 169 72 (42.6) 12 (16.7)
 Missing 155 71 (45.8) 15 (21.1)
 For each decile increase 0.93 (0.92–0.95) 1.03 (1.00–1.07) 0.97 (0.95–0.99) 1.03 (0.99–1.08)
Drug misuse
 No 6371 3180 (49.9) 675 (21.2) 1.00 1.00 1.00 1.00
 Yes 63 44 (69.8) 7 (15.9) 0.41 (0.21–0.82) 0.34 (0.10–1.18) 0.49 (0.27–0.90) 0.31 (0.06–1.66)
 Missing 519 264 (50.9) 62 (23.5)
Alcohol misuse
 No 6221 3117 (50.1) 654 (21.0) 1.00 1.00 1.00 1.00
 Yes 106 58 (54.7) 13 (22.4) 1.44 (1.13–1.83) 0.89 (0.47–1.66) 1.79 (1.34–2.38) 1.09 (0.47–2.51)
 Missing 626 313 (50.0) 77 (24.6)
Homelessness
 No 6373 3203 (50.3) 679 (21.2) 1.00 1.00 1.00 1.00
 Yes 99 56 (56.6) 7 (12.5) 0.29 (0.12–0.72) 0.71 (0.21–2.33) 0.23 (0.09–0.58) 0.62 (0.10–3.94)
 Missing 481 229 (47.6) 58 (25.3)
Imprisonment
 No 6220 3119 (50.1) 657 (21.1) 1.00 1.00 1.00 1.00
 Yes 96 61 (63.5) 8 (13.1) 0.06 (0.03–0.13) 1.11 (0.94–1.31) 0.17 (0.04–0.82) 0.36 (0.01–8.94)
 Missing 637 308 (48.4) 79 (25.6)

IRR: incidence rate ratio (Poisson part) for an increased number of subsequent clustered cases. OR: odds ratio (zero-inflated part) for the odds of being a non-clustered case, compared to being the first extra-pulmonary case of a cluster. IMD: index of multiple deprivation score. IMD score deciles represent relative levels of deprivation of income, employment, health, education, housing and services, crime and living environment for small areas in England and Wales, where 1 = most deprived and 10 = least deprived [29, 30]

Adjusted for all variables shown in the table. The multivariable model included 3576 extra-pulmonary TB cases after 633 were excluded due to missing data on one or more of sex (n = 3), ethnicity (n = 106), time since entry to the UK (n = 505), IMD score (n = 99) or TB lineage (n = 1)

Cases missing data were considered not to have these social risk factors

In a sensitivity analysis, we examined the number of subsequent cases following the first pulmonary case in each cluster, rather than stratifying the analysis by the site of TB disease of the first patient in the cluster. This analysis showed results consistent with the main analysis (Additional file 1: Table S1).

Outcome 2: HIV and the likelihood of being a subsequent case in a cluster (a surrogate for recent TB infection)

TB cases with HIV co-infection were less likely to be a subsequent case in a cluster in univariable and multivariable analysis (multivariable OR 0.82 [0.69–0.98], Table 5), indicating that reactivation of LTBI was more likely to have been the source of disease for these individuals. A sensitivity analysis in which we assumed non-clustered cases and the first pulmonary case of each cluster (rather than the first case of the cluster irrespective of disease site) were the result of reactivation of LTBI and that all other clustered cases were the result of recent transmission showed consistent results (Additional file 1: Table S2).

Table 5.

Univariable and multivariable logistic regression of factors associated with being a subsequent TB case in a cluster (a surrogate for recent infection) compared to being the first case or a non-clustered case, in England, Wales and Northern Ireland from 2010 to 2014

Univariable
OR (95% CI)
Multivariable
OR (95% CI)
HIV status
 Negative 1.00 1.00
 Positive 0.85 (0.73–0.98) 0.82 (0.69–0.98)
Year of TB notification
 2010 1.00 1.00
 2011 1.87 (1.70–2.07) 2.06 (1.84–2.31)
 2012 2.60 (2.36–2.87) 3.06 (2.74–3.43)
 2013 2.91 (2.63–3.22) 3.38 (3.02–3.80)
 2014 2.74 (2.48–3.04) 3.17 (2.82–3.56)
Sex
 Female 1.00
 Male 1.10 (1.04–1.17) 1.09 (1.02–1.17)
Age (years)
 15–24 1.35 (1.24–1.47) 1.19 (1.08–1.32)
 25–34 1.00 1.00
 35–44 1.05 (0.96–1.14) 0.92 (0.83–1.02)
 45–54 1.20 (1.09–1.32) 0.90 (0.80–1.01)
 55–64 1.21 (1.07–1.35) 0.96 (0.83–1.10)
 65+ 0.71 (0.64–0.78) 0.51 (0.45–0.57)
Ethnicity
 White 1.00 1.00
 Black African 1.03 (0.94–1.13) 1.51 (1.31–1.73)
 Black Other 2.06 (1.72–2.47) 2.25 (1.82–2.78)
 Indian sub-continent 0.72 (0.66–0.77) 0.92 (0.81–1.04)
 Mixed/other 0.71 (0.65–0.79) 0.98 (0.85–1.13)
Time since entry to the UK
 UK born 1.00 1.00
 Within 2 years 0.49 (0.44–0.54) 0.41 (0.36–0.47)
 2–5 years 0.49 (0.44–0.53) 0.39 (0.35–0.44)
 5–10 years 0.56 (0.51–0.62) 0.49 (0.43–0.55)
 More than 10 years 0.65 (0.59–0.70) 0.61 (0.54–0.69)
TB lineage
 Beijing 1.00 1.00
 Euro-American 0.47 (0.41–0.54) 0.38 (0.33–0.45)
 Central Asian Strain 0.58 (0.50–0.66) 0.63 (0.54–0.74)
 East Asian Indian 0.23 (0.19–0.26) 0.23 (0.19–0.28)
 Other 0.37 (0.31–0.42) 0.32 (0.27–0.38)
IMD decile
 For each decile increase 0.97 (0.96–0.98) 0.98 (0.96–0.99)
Drug misuse
 No 1.00 1.00
 Yes 2.62 (2.24–3.08) 1.53 (1.25–1.87)
Alcohol misuse
 No 1.00 1.00
 Yes 1.65 (1.43–1.91) 1.21 (1.01–1.45)
Homelessness
 No 1.00 1.00
 Yes 1.58 (1.35–1.84) 1.03 (0.85–1.24)
Imprisonment
 No 1.00 1.00
 Yes 2.16 (1.84–2.54) 1.26 (1.03–1.54)

OR: odds ratio, IMD: index of multiple deprivation score

Adjusted for all variables shown in the table. The multivariable model included 16,171 TB cases after 2693 were excluded due to missing data on one or more of sex (n = 20), ethnicity (n = 470), time since entry to the UK (n = 2041), IMD score (n = 489) and/or TB lineage (n = 2)

Cases missing data were considered not to have these social risk factors

Discussion

In this retrospective cohort study undertaken in England, Wales and Northern Ireland, we found that pulmonary TB patients with HIV seemed to transmit disease less than individuals without this co-infection, i.e. they had fewer subsequent clustered cases than those without HIV. This is consistent with the results of contact studies across high- and low-burden settings, which have found lower risks of LTBI and TB disease among the contacts of HIV-positive patients than HIV-negative TB patients [36]. This adds weight to the suggestion that patients with pulmonary TB and HIV may be less infectious than individuals without HIV co-infection. Among EPTB cases, we found a strong association between HIV co-infection and not being the first case of a cluster, again suggesting that patients with HIV are substantially less infectious. However, where HIV-positive EPTB patients were the first case of a cluster, they had substantially more subsequent clustered cases than HIV-negative EPTB patients. As it is generally accepted that patients with only EPTB disease are not infectious, it is unlikely these patients are driving transmission within these larger clusters. Transmission may have occurred from undiagnosed patients or patients without a known strain type, with the HIV-positive EPTB case appearing to be the first case due to more rapid disease progression or earlier presentation to clinical services. Increased cluster size may also be the result of transmission chains within clusters. HIV prevalence was higher among subsequent cases in clusters with an HIV-positive first case than clusters with HIV-negative first cases; it is therefore likely that the increased cluster size is because HIV infection is concentrated within some communities, and so the contacts of the HIV-positive infectious case are more likely to be susceptible to infection and progression to active disease. There may also be other social factors influencing transmission which differ between clusters with respect to HIV status, for example, living conditions, social mixing patterns and health-seeking behaviours, which we were not able to account for in this study.

Regardless of whether these HIV-positive cases are the ‘true’ first case in a cluster or merely the first case in a cluster to develop symptoms or present to care, the first observable patient is still a point at which interventions to diagnose patients earlier or investigate clusters can be targeted. National Institute for Health and Care Excellence guidelines currently suggest contact tracing is unnecessary for EPTB cases, and this is supported by a recent cost-effectiveness study [31]. However, our findings demonstrate that whilst EPTB cases may not drive transmission, EPTB cases with HIV can be the first observable case of a substantially larger cluster, which is important for directing cluster investigations. Furthermore, as around 50% of co-infected patients are only diagnosed with HIV at the time of their TB diagnosis [32], targeting HIV screening and LTBI treatment to the contacts of TB patients with HIV could result in earlier diagnosis of HIV infections, providing the opportunity to initiate anti-retroviral therapy and prevent TB disease from occurring [33].

We found a negative association between HIV co-infection and being a subsequent case in a cluster, compared to being the first case or a non-clustered case. This suggests that TB in patients with HIV is more often the result of reactivation of remotely-acquired LTBI than recent infection. These TB cases may be preventable if PLHIV, particularly those born abroad, could be tested and treated for LTBI. This finding contrasts with that of a meta-analysis of the association between HIV and clustering of TB cases in HIV-endemic populations [34], and more recent studies using WGS [35, 36], which concluded that HIV-associated TB was more often the result of recent infection than reactivation of LTBI. This difference is likely the result of the different settings; the higher incidence of TB in the general population in countries where HIV is endemic will lead to a greater force of infection which may differentially affect immunocompromised PLHIV. In contrast, in the UK (and other low-burden settings), the majority of TB cases are in foreign-born patients and transmission is generally considered to be low [9]. As there is generally less exposure to TB, HIV contributes more to reactivation of LTBI than to new TB infections.

Our study benefits from a large sample of all culture-positive TB cases strain typed at ≥ 23 loci in England, Wales and Northern Ireland over a 5-year period and represents over 80% of culture-confirmed TB cases and over 50% of all TB cases in the country during this time. This coverage was comparable to national studies of a similar size in the Netherlands [18, 37] and considerably higher than the 31% coverage in a previous study in England which did not include data on HIV co-infection [10, 38]. Studies in Norway and Denmark have achieved higher rates of coverage nationally (67–69% of all TB cases); however, these studies had limited or no information on HIV status and much smaller overall sample sizes [39, 40]. The cases included in the analysis did not substantially differ in terms of age, sex, ethnicity, place of birth (UK or abroad), year of TB diagnosis or presence of social risk factors from those not included (data not shown).

24-loci MIRU-VNTR is a highly discriminative, high-throughput method of genotyping MTBC [41, 42] and has been widely used in TB cluster investigations. However, analyses using whole-genome sequencing (WGS) have demonstrated that indistinguishable 24-loci MIRU-VNTR profiles do not always have sufficiently high resolution to distinguish between closely related, but distinct, lineages [17, 43].

As of 2014, over 95% of adults (18–64 years) diagnosed with TB, who previously did not know their HIV status, were tested for HIV [44]. It is possible that a small number of individuals with undiagnosed HIV were mistakenly classified as HIV-negative. We would expect any such misclassification to either be non-differential or for HIV-positive people to be more likely to be tested. Any misclassification would therefore have biased our results towards the null, making the true effect of HIV infection greater than stated, and so we do not consider this a major limitation of our study.

We classed clustered TB cases as being the first case or a subsequent case in clusters according to their earliest date of evidence of TB. Consequently, we may have misclassified the order of patients within clusters, as patients may not develop symptoms or present to care in the order in which they were infected. In particular, TB patients diagnosed with HIV may be diagnosed sooner. If this is the case, we would expect differential misclassification of TB patients with HIV as the first case in a cluster, when in fact they may just be the first patient in that cluster who developed symptoms or presented to care. However, we found that HIV-positive cases typically had fewer subsequent cases and were less likely to be subsequent cases in clusters, and so any misclassification to this effect would have biased our results towards the null and caused underestimation of the impact of HIV. Furthermore, under 50% of TB patients are aware of their HIV infection when diagnosed with TB [32]; therefore, this would not have influenced the time it took them to present to care, although their disease may have progressed more quickly. We also, where possible (Additional file 1: Table S3), used symptom onset date to determine the order of patients in clusters, as much onward transmission will occur before a TB patient is diagnosed.

Shared strain types may not represent recent transmission, particularly in patients born abroad who may have been infected with common endemic strain types before entering the UK [9]. This could have caused us to overestimate the proportion of TB attributable to recent transmission. Conversely, cases which appeared to have a unique strain type could be the result of recent infection acquired outside of England, Wales and Northern Ireland. Whilst our sample size was large, we were only able to include approximately 50% of TB cases nationally in our analysis as strain typing relies on culture of mycobacterial samples. Low sampling fractions result in underestimation of the extent of clustering [45, 46], as cases can be misclassified as not-clustered if the case they cluster with has not been strain typed. However, it has been shown that a low sampling fraction does not bias estimations of risk factors associated with clustering [45, 46].

We chose not to include data on the CD4 count of HIV-positive individuals. Due to the retrospective nature of our study, which used routinely collected data, it was not possible to determine when TB transmission occurred. We therefore were unable to determine the CD4 count of HIV-positive individuals at the time of transmission and so were unable to explore any possible association between CD4 count and propensity to transmit TB. We were also unable to include data on other factors that may have been relevant, such as socioeconomic status and diabetes, as these data were not routinely recorded.

Data on HIV status was not available for children, and therefore children could not be included in this analysis. Children are also less likely to have sputum samples taken and therefore less likely to be strain-typed. To limit bias, we included children when determining whether TB cases were clustered and whether a case was the first or a subsequent case in a cluster and then excluded patients aged < 15 years from the risk factor analysis. TB in children living with HIV is relatively rare in the UK [47], and children with TB are considered unlikely to transmit TB; therefore, the impact of HIV on TB transmission from children is likely to be minimal.

Conclusions

In conclusion, we report that pulmonary TB patients with HIV had fewer subsequent clustered cases than patients without HIV. However, when patients with HIV and EPTB were the first case of a cluster, they had a higher number of subsequent cases. HIV prevalence was higher among the subsequent cases of HIV-positive first cases than the subsequent cases of HIV-negative first cases, suggesting that the higher number of subsequent cases for EPTB patients with HIV could be because their contacts are more susceptible to infection and progression of disease. Similarly, EPTB patients with HIV may be a sentinel marker for other factors driving recent transmission, and contact tracing should not be discounted for these cases. Our findings suggest that screening the contacts of TB patients with HIV for both HIV and LTBI could be considered. Furthermore, TB cases with HIV were less likely to be a subsequent case within a cluster, which suggests that HIV-associated TB is more often due to reactivation of LTBI rather than recent infection. More widespread testing for LTBI and preventive therapy among people living with HIV could decrease the incidence of HIV-associated TB.

Supplementary Information

12916_2020_1849_MOESM1_ESM.docx (23KB, docx)

Additional file 1: Table S1: Sensitivity analysis for a multivariable zero-inflated Poisson regression of factors associated with the number of subsequent clustered cases for the first pulmonary TB case in each cluster in England, Wales and Northern Ireland, 2010–2014. Table S2: Sensitivity analysis for a multivariable logistic regression of factors associated with being a subsequent TB case in a cluster (a surrogate for recent infection) compared to being the first pulmonary case or a non-clustered case, in England, Wales and Northern Ireland from 2010 to 2014. Table S3: The date used to determine the position of a case in a cluster for the 18,864 cases included in the analysis.

Acknowledgements

We thank everyone in the tuberculosis and HIV sections of the National Infection Service at Public Health England who were involved in linking the two datasets used in this analysis.

Abbreviations

EPTB

Extra-pulmonary tuberculosis

ETS

Enhanced tuberculosis surveillance

HIV

Human immunodeficiency virus

IRR

Incidence rate ratio

LTBI

Latent tuberculosis infection

MIRU-VNTR

Mycobacterial interspersed repetitive units–variable number tandem repeats

MTBC

Mycobacterium tuberculosis complex

OR

Odds ratio

PHE

Public Health England

TB

Tuberculosis

TST

Tuberculin skin test

Authors’ contributions

JRW conducted the literature search, designed the study, linked the TB and HIV surveillance datasets, conducted the analysis and drafted the paper. JAD, MKL and VD collected the data. All authors contributed to the design of the study, interpretation of the data and critically revised the paper. All authors approved the final version of the paper for publication.

Funding

JRW was funded by a UCL IMPACT studentship. This report is independent research supported by the National Institute for Health Research (NIHR), UK (Post Doctoral Fellowship, Dr. Helen Stagg, PDF-2014-07-008). HRS also acknowledges funding from the Medical Research Council, UK (MRC; MR/R008345/1), and from the NIHR outside of the submitted work. IA acknowledges funding from NIHR (SRF-2011-04-001; NF-SI-0616-10037), MRC (MC_PC_16023, MC_UU_12023/27, MR/M02654X/1) and the Wellcome Trust. These funding sources had no involvement in the study design; the collection, analysis and interpretation of the data; the writing of the report or the decision to submit the paper for publication. The corresponding author had full access to all data in the study and had final responsibility to submit the paper for publication.

Availability of data and materials

Aggregate data that support the findings of this study are available on reasonable request from PHE. The individual level data are not publicly available, as the data were collected in adherence with the legal framework governing use of confidential personally identifiable information.

Ethics approval and consent to participate

This analysis was approved by the UCL student Research Ethics Committee (5683/001). PHE has authority under the Health and Social Care Act 2012 to hold and analyse national surveillance data for public health and research purposes.

Consent for publication

Not applicable.

Competing interests

There are no conflicts of interest to declare.

Footnotes

Publisher’s Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

References

  • 1.Sonnenberg P, Glynn JR, Fielding K, Murray J, Godfrey-Faussett P, Shearer S. How soon after infection with HIV does the risk of tuberculosis start to increase? A retrospective cohort study in South African gold miners. J Infect Dis. 2005;191(2):150–158. doi: 10.1086/426827. [DOI] [PubMed] [Google Scholar]
  • 2.Kwan CK, Ernst JD. HIV and tuberculosis: a deadly human syndemic. Clin Microbiol Rev. 2011;24(2):351–376. doi: 10.1128/CMR.00042-10. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 3.Cruciani M, Malena M, Bosco O, Gatti G, Serpelloni G. The impact of human immunodeficiency virus type 1 on infectiousness of tuberculosis: a meta-analysis. Clin Infect Dis. 2001;33:1922–1930. doi: 10.1086/324352. [DOI] [PubMed] [Google Scholar]
  • 4.Carvalho AC, DeRiemer K, Nunes ZB, et al. Transmission of Mycobacterium tuberculosis to contacts of HIV-infected tuberculosis patients. Am J Respir Crit Care Med. 2001;164(12):2166–2171. doi: 10.1164/ajrccm.164.12.2103078. [DOI] [PubMed] [Google Scholar]
  • 5.Espinal MA, Perez EN, Baez J, et al. Infectiousness of Mycobacterium tuberculosis in HIV-1-infected patients with tuberculosis: a prospective study. Lancet (London, England) 2000;355(9200):275–280. doi: 10.1016/S0140-6736(99)04402-5. [DOI] [PubMed] [Google Scholar]
  • 6.Huang CC, Tchetgen ET, Becerra MC, et al. The effect of HIV-related immunosuppression on the risk of tuberculosis transmission to household contacts. Clin Infect Dis. 2014;58(6):765–774. doi: 10.1093/cid/cit948. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 7.Corbett EL, Charalambous S, Moloi VM, et al. Human immunodeficiency virus and the prevalence of undiagnosed tuberculosis in African gold miners. Am J Respir Crit Care Med. 2004;170(6):673–679. doi: 10.1164/rccm.200405-590OC. [DOI] [PubMed] [Google Scholar]
  • 8.Public Health England. TB strain typing and cluster investigation handbook: 3rd Edition. London. February 2014:2014.
  • 9.Public Health England . Tuberculosis in England: 2016 report. London: Public Health England; 2016. [Google Scholar]
  • 10.Davidson JA, Thomas HL, Maguire H, et al. Understanding tuberculosis transmission in the United Kingdom: findings from 6 years of mycobacterial interspersed repetitive unit-variable number tandem repeats strain typing, 2010-2015. Am J Epidemiol. 2018;187(10):2233–2242. doi: 10.1093/aje/kwy119. [DOI] [PubMed] [Google Scholar]
  • 11.Vluggen C, Soetaert K, Groenen G, et al. Molecular epidemiology of Mycobacterium tuberculosis complex in Brussels, 2010-2013. PLoS One. 2017;12(2):e0172554. doi: 10.1371/journal.pone.0172554. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 12.Vanhomwegen J, Kwara A, Martin M, et al. Impact of immigration on the molecular epidemiology of tuberculosis in Rhode Island. J Clin Microbiol. 2011;49(3):834–844. doi: 10.1128/JCM.01952-10. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 13.Gonzalez Diaz A, Battaglioli T, Diaz Rodriguez R, Goza Valdes R, Gonzalez Ochoa E, Van der Stuyft P. Molecular epidemiology of tuberculosis in Havana, Cuba, 2009. Tropical Med International Health. 2015;20(11):1534–1542. doi: 10.1111/tmi.12569. [DOI] [PubMed] [Google Scholar]
  • 14.Fok A, Numata Y, Schulzer M, FitzGerald MJ. Risk factors for clustering of tuberculosis cases: a systematic review of population-based molecular epidemiology studies. Int J Tuberculosis Lung Disease. 2008;12(5):480–492. [PubMed] [Google Scholar]
  • 15.Noppert GA, Yang Z, Clarke P, Ye W, Davidson P, Wilson ML. Individual- and neighborhood-level contextual factors are associated with Mycobacterium tuberculosis transmission: genotypic clustering of cases in Michigan, 2004-2012. Ann Epidemiol. 2017;27(6):371–376. doi: 10.1016/j.annepidem.2017.05.009. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 16.Fenner L, Gagneux S, Helbling P, et al. Mycobacterium tuberculosis transmission in a country with low tuberculosis incidence: role of immigration and HIV infection. J Clin Microbiol. 2012;50(2):388–395. doi: 10.1128/JCM.05392-11. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 17.Stucki D, Ballif M, Egger M, et al. Standard genotyping overestimates transmission of Mycobacterium tuberculosis among immigrants in a low-incidence country. J Clin Microbiol. 2016;54(7):1862–1870. doi: 10.1128/JCM.00126-16. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 18.Kik SV, Verver S, van Soolingen D, et al. Tuberculosis outbreaks predicted by characteristics of first patients in a DNA fingerprint cluster. Am J Respir Crit Care Med. 2008;178(1):96–104. doi: 10.1164/rccm.200708-1256OC. [DOI] [PubMed] [Google Scholar]
  • 19.Rodrigo T, Cayla JA, Garcia de Olalla P, et al. Characteristics of tuberculosis patients who generate secondary cases. Int J Tuberculosis Lung Disease 1997; 1(4): 352–357. [PubMed]
  • 20.Yuen CM, Kammerer JS, Marks K, Navin TR, France AM. Recent transmission of tuberculosis - United States, 2011-2014. PLoS One. 2016;11(4):e0153728. doi: 10.1371/journal.pone.0153728. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 21.Hamblion EL, Le Menach A, Anderson LF, et al. Recent TB transmission, clustering and predictors of large clusters in London, 2010-2012: results from first 3 years of universal MIRU-VNTR strain typing. Thorax. 2016;71(8):749–756. doi: 10.1136/thoraxjnl-2014-206608. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 22.Zaninotto P, Falaschetti E. Comparison of methods for modelling a count outcome with excess zeros: application to Activities of Daily Living (ADL-s) J Epidemiol Community Health. 2011;65(3):205–210. doi: 10.1136/jech.2008.079640. [DOI] [PubMed] [Google Scholar]
  • 23.Winter JR, Stagg HR, Smith CJ, et al. Trends in, and factors associated with, HIV infection amongst tuberculosis patients in the era of anti-retroviral therapy: a retrospective study in England, Wales and Northern Ireland. BMC Med. 2018;16(1):85. doi: 10.1186/s12916-018-1070-2. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 24.Aldridge RW, Shaji K, Hayward AC, Abubakar I. Accuracy of probabilistic linkage using the enhanced matching system for public health and epidemiological studies. PLoS One. 2015;10(8):e0136179. 10.1371/journal.pone.0136179. [DOI] [PMC free article] [PubMed]
  • 25.Winter JR, Delpech V, Kirwan P, et al. Linkage of UK HIV and tuberculosis data using probabilistic and deterministic methods. Boston: Conference on Retroviruses and Opportunistic Infections; 2016. [Google Scholar]
  • 26.Gupta RK, Brown AE, Zenner D, et al. CD4+ cell count responses to antiretroviral therapy are not impaired in HIV-infected individuals with tuberculosis co-infection. Aids. 2015;29(11):1363–1368. doi: 10.1097/QAD.0000000000000685. [DOI] [PubMed] [Google Scholar]
  • 27.Zenner D, Abubakar I, Conti S, et al. Impact of TB on the survival of people living with HIV infection in England, Wales and Northern Ireland. Thorax. 2015;70(6):566–573. doi: 10.1136/thoraxjnl-2014-206452. [DOI] [PubMed] [Google Scholar]
  • 28.Victora CG, Huttly SR, Fuchs SC, Olinto MTA. The role of conceptual frameworks in epidemiological analysis: a hierarchical approach. Int J Epidemiol. 1997;26(1):224–227. doi: 10.1093/ije/26.1.224. [DOI] [PubMed] [Google Scholar]
  • 29.Department for Communities and Local Government. English Indices of Deprivation. 2015. https://www.gov.uk/government/collections/english-indices-of-deprivation (Accessed 20/05/2016.
  • 30.Welsh Govenment. Welsh Index of Multiple Deprivation (WIMD). 2015. http://gov.wales/statistics-and-research/welsh-index-multiple-deprivation/?lang=en (Accessed 20/05/2016.
  • 31.Cavany SM, Vynnycky E, Anderson CS, et al. Should NICE reconsider the 2016 UK guidelines on TB contact tracing? A cost-effectiveness analysis of contact investigations in London. Thorax. 2019;74(2):185–193. doi: 10.1136/thoraxjnl-2018-211662. [DOI] [PubMed] [Google Scholar]
  • 32.Winter JR, Stagg HR, Smith CJ, et al. Injecting drug use predicts active tuberculosis in a national cohort of people living with HIV from 2000 to 2014. AIDS. 2017;31(17):2403–13. 10.1097/QAD.0000000000001635. [DOI] [PMC free article] [PubMed]
  • 33.NICE. Tuberculosis NICE guideline [NG33] Case finding. 2016. https://www.nice.org.uk/guidance/ng33/chapter/Recommendations#case-finding (Accessed 12/06/2018.
  • 34.Houben RMGJ, Crampin AC, Ndhlovu R, et al. Human immunodeficiency virus associated tuberculosis more often due to recent infection than reactivation of latent infection. Int J Tuberculosis Lung Disease. 2011;15(1):24–31. [PubMed] [Google Scholar]
  • 35.Sobkowiak B, Banda L, Mzembe T, Crampin AC, Glynn JR, Clark TG. Bayesian reconstruction of Mycobacterium tuberculosis transmission networks in a high incidence area over two decades in Malawi reveals associated risk factors and genomic variants. Microb Genom. 2020;6(4). 10.1099/mgen.0.000361. [DOI] [PMC free article] [PubMed]
  • 36.Guerra-Assuncao JA, Crampin AC, Houben RM, et al. Large-scale whole genome sequencing of M. tuberculosis provides insights into transmission in a high prevalence area. eLife. 2015;4:e05166. 10.7554/eLife.05166. [DOI] [PMC free article] [PubMed]
  • 37.Tostmann A, Kik SV, Kalisvaart NA, et al. Tuberculosis transmission by patients with smear-negative pulmonary tuberculosis in a large cohort in the Netherlands. Clin Infect Dis. 2008;47(9):1135–1142. doi: 10.1086/591974. [DOI] [PubMed] [Google Scholar]
  • 38.Love J, Sonnenberg P, Glynn JR, et al. Molecular epidemiology of tuberculosis in England, 1998. Int J Tuberculosis Lung Dis. 2009;13(2):201–207. [PubMed] [Google Scholar]
  • 39.Kamper-Jorgensen Z, Andersen AB, Kok-Jensen A, et al. Clustered tuberculosis in a low-burden country: nationwide genotyping through 15 years. J Clin Microbiol. 2012;50(8):2660–2667. doi: 10.1128/JCM.06358-11. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 40.Dahle UR, Eldholm V, Winje BA, Mannsaker T, Heldal E. Impact of immigration on the molecular epidemiology of mycobacterium tuberculosis in a low-incidence country. Am J Respir Crit Care Med. 2007;176(9):930–935. doi: 10.1164/rccm.200702-187OC. [DOI] [PubMed] [Google Scholar]
  • 41.Barlow RE, Gascoyne-Binzi DM, Gillespie SH, Dickens A, Qamer S, Hawkey PM. Comparison of variable number tandem repeat and IS6110-restriction fragment length polymorphism analyses for discrimination of high- and low-copy-number IS6110 Mycobacterium tuberculosis isolates. J Clin Microbiol. 2001;39(7):2453–7. doi: 10.1128/JCM.39.7.2453-2457.2001. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 42.de Beer JL, van Ingen J, de Vries G, et al. Comparative study of IS6110 restriction fragment length polymorphism and variable-number tandem-repeat typing of Mycobacterium tuberculosis isolates in the Netherlands, based on a 5-year nationwide survey. J Clin Microbiol. 2013;51(4):1193–1198. doi: 10.1128/JCM.03061-12. [DOI] [PMC free article] [PubMed] [Google Scholar]
  • 43.Gardy JL, Johnston JC, Ho Sui SJ, et al. Whole-genome sequencing and social-network analysis of a tuberculosis outbreak. N Engl J Med. 2011;364(8):730–739. doi: 10.1056/NEJMoa1003176. [DOI] [PubMed] [Google Scholar]
  • 44.Public Health England . Tuberculosis in England: 2015 report. London: Public Health England; 2015. [Google Scholar]
  • 45.Glynn JR, Vynnycky E, Fine PE. Influence of sampling on estimates of clustering and recent transmission of Mycobacterium tuberculosis derived from DNA fingerprinting techniques. Am J Epidemiol. 1999;149(4):366–371. doi: 10.1093/oxfordjournals.aje.a009822. [DOI] [PubMed] [Google Scholar]
  • 46.Borgdorff MW, van den Hof S, Kalisvaart N, Kremer K, van Soolingen D. Influence of sampling on clustering and associations with risk factors in the molecular epidemiology of tuberculosis. Am J Epidemiol. 2011;174(2):243–251. doi: 10.1093/aje/kwr061. [DOI] [PubMed] [Google Scholar]
  • 47.Turkova A, Chappell E, Judd A, et al. Prevalence, incidence, and associated risk factors of tuberculosis in children with HIV living in the UK and Ireland (CHIPS): a cohort study. Lancet HIV. 2015;2(12):e530–e539. doi: 10.1016/S2352-3018(15)00200-3. [DOI] [PubMed] [Google Scholar]

Associated Data

This section collects any data citations, data availability statements, or supplementary materials included in this article.

Supplementary Materials

12916_2020_1849_MOESM1_ESM.docx (23KB, docx)

Additional file 1: Table S1: Sensitivity analysis for a multivariable zero-inflated Poisson regression of factors associated with the number of subsequent clustered cases for the first pulmonary TB case in each cluster in England, Wales and Northern Ireland, 2010–2014. Table S2: Sensitivity analysis for a multivariable logistic regression of factors associated with being a subsequent TB case in a cluster (a surrogate for recent infection) compared to being the first pulmonary case or a non-clustered case, in England, Wales and Northern Ireland from 2010 to 2014. Table S3: The date used to determine the position of a case in a cluster for the 18,864 cases included in the analysis.

Data Availability Statement

Aggregate data that support the findings of this study are available on reasonable request from PHE. The individual level data are not publicly available, as the data were collected in adherence with the legal framework governing use of confidential personally identifiable information.


Articles from BMC Medicine are provided here courtesy of BMC

RESOURCES