Tuberculosis (TB)
Definition
Tuberculosis is a chronic granulomatous infectious disease caused mainly by Mycobacterium tuberculosis, a slow-growing, non-motile, non-sporing, acid-fast bacillus (AFB). It commonly affects the lungs but may involve almost any organ.
1. Causative organisms
Mycobacterium tuberculosis complex (MTBC)
- M. tuberculosis - commonest cause in humans
- M. bovis
- M. africanum
- M. caprae
- M. microti
Morphology
- Slender, straight or slightly curved bacilli, about 2-4 µm long
- Non-motile, non-capsulated, non-sporing
- Aerobic
- Acid-fast due to lipid-rich cell wall containing mycolic acid
- Appears as red bacilli on Ziehl-Neelsen stain against a blue background
- May show beaded appearance and serpentine cords in culture
Diagram to draw in exam: thin red, beaded AFB on blue background labelled “Ziehl-Neelsen staining”.
2. Virulence factors
| Factor | Role |
|---|
| Mycolic acid | Acid-fastness; resistance to drying and many chemicals |
| Cord factor | Causes serpentine cord formation; inhibits migration of leukocytes; contributes to granuloma formation |
| Sulfatides | Inhibit phagolysosome fusion inside macrophages |
| Lipoarabinomannan | Interferes with macrophage activation and immune response |
| ESAT-6 and CFP-10 antigens | Important in virulence and used in IGRA tests |
| Intracellular survival | Bacilli multiply inside macrophages |
3. Pathogenesis
Flowchart
Inhalation of droplet nuclei
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Bacilli reach terminal alveoli
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Phagocytosed by alveolar macrophages
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Bacilli prevent phagolysosome fusion and multiply intracellularly
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Spread through lymphatics to hilar lymph nodes
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Primary complex (Ghon complex): peripheral lung focus + lymphangitis + hilar lymphadenitis
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Cell-mediated immunity develops after 2-8 weeks
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Granuloma with caseous necrosis forms
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Either:
- Healing with fibrosis and calcification, or
- Latent infection, or
- Progressive primary TB, or
- Reactivation/post-primary TB, commonly in lung apices
Granuloma
A typical tubercle consists of:
- Central caseous necrosis
- Epithelioid cells
- Langhans giant cells
- Peripheral lymphocytes and fibroblasts
Post-primary/reactivation TB
Usually occurs in apical parts of lungs because of high oxygen tension. It may produce cavitation and make the patient infectious.
4. Clinical features
Pulmonary TB
- Cough for more than 2 weeks, with or without sputum
- Fever, often low-grade and evening rise
- Night sweats
- Weight loss, anorexia, fatigue
- Hemoptysis
- Chest pain and breathlessness in advanced disease
Extrapulmonary TB
- Lymph node TB: painless cervical lymphadenopathy, sinus formation
- Pleural TB: pleural effusion
- TB meningitis
- Miliary TB: fever, weight loss, hepatosplenomegaly, millet-seed lesions
- Bone and joint TB: Pott disease of spine
- Genitourinary TB: sterile pyuria, dysuria
- Abdominal TB: ascites, intestinal obstruction
- Cutaneous TB
5. Laboratory diagnosis of tuberculosis
1. Importance of laboratory diagnosis
It is required to:
- Confirm TB disease
- Detect infectious pulmonary cases
- Identify M. tuberculosis complex
- Detect rifampicin and other drug resistance
- Guide appropriate treatment
- Differentiate TB from non-tuberculous mycobacteria and other respiratory infections
A microbiological diagnosis is especially important before labelling a patient as drug-resistant TB.
2. Etiological agents
Mainly Mycobacterium tuberculosis. Less commonly, other members of MTBC such as M. bovis.
3. Specimens
| Clinical form | Preferred specimens |
|---|
| Pulmonary TB | Sputum |
| Patient unable to expectorate | Induced sputum, bronchoalveolar lavage, bronchial aspirate |
| Children | Gastric aspirate/lavage, induced sputum, stool for molecular test where validated |
| Lymph node TB | Fine-needle aspiration cytology material, pus, biopsy |
| TB meningitis | CSF |
| Pleural TB | Pleural fluid and pleural biopsy |
| Genitourinary TB | Three consecutive early-morning urine specimens |
| Bone/joint TB | Aspirate, synovial fluid, biopsy tissue |
| Intestinal/abdominal TB | Ascitic fluid, endoscopic biopsy |
| Disseminated/miliary TB | Blood, bone marrow, liver biopsy where appropriate |
Do not send a swab when aspirate or tissue can be collected. Swabs yield less material and are more likely to dry out.
4. Specimen collection
a. Optimal timing
- Collect sputum before starting anti-tubercular treatment.
- For routine pulmonary TB testing, an early-morning sputum sample may have a higher yield, but a good-quality spot sample is also acceptable under current programmatic practice.
- For urine TB: collect early-morning urine on 3 consecutive days.
- For blood culture in suspected disseminated TB: collect before treatment.
b. Correct type of specimen
Use material from the actual disease site:
- Deep expectorated sputum for pulmonary TB
- CSF for TB meningitis
- Aspirate/biopsy for lymph nodes, bone, or other extrapulmonary sites
c. Avoid contamination
- Do not collect saliva, postnasal secretion, or nasopharyngeal mucus as sputum.
- Use a clean, wide-mouthed, sterile, leak-proof container.
- Avoid formalin for samples intended for culture or CBNAAT. Formalin-fixed tissue can be used only for histopathology.
d. Procedure for sputum collection
- Explain and demonstrate deep cough technique.
- Ask patient to rinse mouth with clean water.
- Collect in an open, well-ventilated area, away from others.
- Patient takes deep breaths and coughs deeply from chest.
- Collect 3-5 mL of mucoid or mucopurulent sputum.
e. Adequate quantity
- Sputum: preferably 3-5 mL
- CSF: as much as safely possible, because TB bacilli may be scanty
- Aspirate or tissue: adequate material for microscopy, culture, NAAT, and histopathology
f. Labelling
Label with:
- Patient name and identifier
- Age/sex
- Specimen type and site
- Date and time of collection
- Test requested
- Treatment history and suspected drug resistance, if relevant
5. Transport
- Send specimen to laboratory promptly.
- Use a sterile, leak-proof, screw-capped container.
- If delay is unavoidable, keep specimen refrigerated at 2-8°C where feasible.
- Follow triple packaging and biosafety regulations for referral samples.
6. Macroscopic appearance
Sputum
- Preferred: thick, purulent, mucopurulent, blood-stained, or caseous particles
- Unsatisfactory: clear, watery saliva
CSF in TB meningitis
- Usually clear or slightly opalescent
- On standing, may form a delicate cobweb clot, in which bacilli may be concentrated.
7. Microscopy
A. Ziehl-Neelsen (ZN) stain
Principle: Carbol fuchsin penetrates the waxy mycolic acid-containing cell wall. Acid-fast bacilli resist decolorization by acid-alcohol.
Procedure, outline
- Make a thin smear from purulent portion of sputum.
- Air-dry and heat-fix.
- Stain with strong carbol fuchsin and heat gently.
- Decolorize with acid-alcohol.
- Counterstain with methylene blue.
Appearance: bright red/pink, slender AFB against blue background.
Advantages
- Simple, cheap, rapid
- Detects highly infectious smear-positive pulmonary TB
Limitations
- Less sensitive in paucibacillary disease, children, HIV infection, and extrapulmonary TB
- Cannot distinguish M. tuberculosis from non-tuberculous mycobacteria
- Cannot detect drug resistance
B. Fluorescent microscopy
- Auramine-O or auramine-rhodamine stain
- AFB appear bright yellow-green against dark background
- Faster screening because smears can be examined at lower magnification
- More sensitive than conventional ZN microscopy in many settings
C. Concentration methods
Specimen may be decontaminated and concentrated before microscopy or culture, commonly by the N-acetyl-L-cysteine-NaOH method.
8. Culture
Culture remains the reference method for isolation and phenotypic drug-susceptibility testing, though it is slow.
A. Solid media
| Medium | Features |
|---|
| Lowenstein-Jensen (LJ) medium | Egg-based medium containing malachite green; conventional medium |
| Middlebrook 7H10/7H11 agar | Agar-based medium; may allow earlier detection |
Incubation: 35-37°C, aerobic conditions.
Time: colonies usually appear in 2-8 weeks on LJ medium.
Colony morphology on LJ: rough, dry, wrinkled, buff-colored, non-pigmented colonies. This is described as “rough, tough and buff”.
B. Liquid culture
Examples: MGIT, BACTEC MGIT 960.
Advantages
- Faster detection, often about 1-3 weeks
- Better recovery in paucibacillary samples
- Useful for drug-susceptibility testing
Disadvantages
- Expensive
- Higher contamination risk
- Requires specialized laboratory facilities
9. Identification and biochemical reactions
Traditional tests include:
| Test | M. tuberculosis |
|---|
| Niacin accumulation | Positive |
| Nitrate reduction | Positive |
| Catalase at 68°C | Negative |
| Growth rate | Slow |
| Pigment production | Nonchromogenic |
Modern laboratories increasingly confirm MTBC by rapid molecular assays or immunochromatographic detection of MPT64 antigen from culture isolates.
10. Molecular diagnosis
A. CBNAAT/GeneXpert MTB/RIF
Cartridge-based nucleic acid amplification test.
Detects
- DNA of M. tuberculosis complex
- Resistance to rifampicin by detecting mutations in the rpoB gene
Principle
Automated real-time PCR performed inside a sealed disposable cartridge.
Specimens
- Sputum
- Bronchoalveolar lavage
- Gastric aspirate
- CSF
- Lymph-node aspirate
- Tissue and selected extrapulmonary specimens, according to validated protocols
Advantages
- Rapid, usually within about 2 hours
- High sensitivity and specificity
- Detects TB and rifampicin resistance simultaneously
- Minimal hands-on processing
- Useful in smear-negative disease and extrapulmonary TB
Limitations
- Does not provide a full drug-susceptibility profile
- Rifampicin resistance should trigger further resistance testing
- May remain positive after successful treatment because DNA from dead bacilli can persist
- Cost and equipment requirements
WHO guidance supports rapid molecular testing for initial detection of TB and rifampicin resistance, including use of respiratory and appropriate non-respiratory specimens in relevant groups, as stated in the
WHO TB diagnosis guideline.
B. Truenat MTB/MTB Plus and MTB-RIF Dx
- Chip-based real-time PCR system
- Detects MTBC and rifampicin resistance
- Used in decentralised settings in India
C. Line probe assay (LPA)
- PCR amplification followed by hybridization with probes
- Detects MTBC and mutations conferring resistance
- First-line LPA can identify resistance to rifampicin and isoniazid
- Second-line LPA can assess fluoroquinolone resistance and resistance to selected second-line drugs
D. Targeted next-generation sequencing
- Can detect mutations associated with resistance to multiple anti-TB drugs
- Mainly used in referral laboratories
11. Drug-susceptibility testing (DST)
Purpose
To identify resistance and select an effective regimen.
A. Phenotypic DST
Tests actual growth of bacilli in the presence of drugs.
Methods
- Proportion method on LJ medium
- Absolute concentration method
- Resistance-ratio method
- Automated liquid-culture DST, for example MGIT 960
B. Genotypic DST
Detects resistance mutations directly from specimen or culture.
| Drug resistance | Important genes |
|---|
| Rifampicin | rpoB |
| Isoniazid | katG, inhA promoter |
| Fluoroquinolones | gyrA, gyrB |
| Pyrazinamide | pncA |
| Ethambutol | embB |
| Aminoglycosides | rrs, eis promoter |
12. Serology and antigen detection
Serology
Antibody detection tests for active TB are not recommended because they have poor accuracy and cannot reliably distinguish active TB from latent infection or past exposure.
Tuberculin skin test (TST/Mantoux test)
- Detects delayed type IV hypersensitivity to purified protein derivative (PPD).
- Indicates TB infection or sensitization, not necessarily active disease.
- May be positive after BCG vaccination or exposure to non-tuberculous mycobacteria.
- Can be false negative in severe illness, malnutrition, HIV infection, or recent viral infection.
Interferon-gamma release assays (IGRA)
- Detect interferon-gamma released by T cells in response to antigens such as ESAT-6 and CFP-10.
- More specific than TST in BCG-vaccinated persons.
- Used mainly to detect latent TB infection.
- Cannot reliably differentiate latent infection from active TB disease.
13. Animal inoculation
Historically, guinea-pig inoculation was used because guinea pigs are highly susceptible to M. tuberculosis. It is now rarely used because culture and molecular tests are faster and more practical.
6. Drug-resistant tuberculosis
Definitions
| Term | Definition |
|---|
| Mono-resistant TB | Resistance to one first-line anti-TB drug only |
| Poly-resistant TB | Resistance to more than one first-line drug, but not both isoniazid and rifampicin |
| Rifampicin-resistant TB (RR-TB) | Resistance to rifampicin, with or without resistance to other drugs |
| MDR-TB | Resistance to at least isoniazid and rifampicin |
| Pre-XDR-TB | MDR/RR-TB with resistance to any fluoroquinolone |
| XDR-TB | MDR/RR-TB with resistance to any fluoroquinolone plus at least one additional WHO Group A drug, namely bedaquiline or linezolid |
Exam note: Older textbooks define XDR-TB as MDR-TB with resistance to a fluoroquinolone and at least one second-line injectable drug. The current WHO definition uses resistance to a fluoroquinolone plus bedaquiline and/or linezolid. See the
current WHO definition.
Causes of acquired resistance
- Inadequate or irregular treatment
- Wrong drug combination
- Incorrect dose or poor-quality drugs
- Poor adherence
- Interrupted drug supply
- Failure to perform DST
- Inadequate absorption or drug-drug interactions
7. Treatment - brief
Treatment must be prescribed according to national TB programme guidance, site of disease, HIV status, previous treatment, and DST result.
Drug-susceptible TB
Common standard first-line drugs:
- H - Isoniazid
- R - Rifampicin
- Z - Pyrazinamide
- E - Ethambutol
A commonly taught regimen for new drug-susceptible TB is:
- Intensive phase: 2 months HRZE
- Continuation phase: 4 months HR
Write in exams: “Treatment should be given under the national programme using daily, weight-band-based fixed-dose combinations and adherence support.”
Important adverse effects
| Drug | Important adverse effect |
|---|
| Isoniazid | Peripheral neuropathy, hepatitis |
| Rifampicin | Hepatitis, orange-red discoloration of body fluids, drug interactions |
| Pyrazinamide | Hepatotoxicity, hyperuricemia |
| Ethambutol | Optic neuritis, red-green color blindness |
| Streptomycin | Ototoxicity, nephrotoxicity |
Pyridoxine is given with isoniazid in patients at risk of neuropathy, such as malnutrition, diabetes, alcoholism, pregnancy, HIV infection, renal failure, and seizure disorders.
MDR/RR-TB
- Requires an all-oral, DST-guided regimen with second-line drugs.
- Current regimens may use bedaquiline, linezolid, fluoroquinolones, clofazimine, cycloserine and other agents according to resistance pattern and national guidelines.
- Never add a single drug to a failing regimen.
8. Prevention and control
- Early case detection and rapid molecular diagnosis
- Complete effective treatment with adherence support
- Contact tracing and screening of household contacts
- Cough etiquette and masks for infectious patients
- Adequate ventilation and avoidance of overcrowding
- Preventive treatment for eligible contacts and persons with latent TB infection
- HIV testing and antiretroviral therapy where indicated
- BCG vaccination
9. BCG vaccine
Full form
Bacillus Calmette-Guérin vaccine
Nature
- Live attenuated vaccine prepared from Mycobacterium bovis
- Given intradermally
Dose and site
| Group | Dose | Site |
|---|
| Birth to <1 year | 0.05 mL | Left upper arm |
| ≥1 year | 0.1 mL | Left upper arm |
Schedule
- At birth or as early as possible, according to the national immunization schedule.
Local reaction
Papule → small ulcer → healing → scar, usually by 6-12 weeks.
Protection
BCG gives variable protection against pulmonary TB but is especially useful in reducing severe childhood forms, particularly tuberculous meningitis and miliary TB, as noted in Park's Textbook of Preventive and Social Medicine.
Contraindications
- Severe immunodeficiency
- Symptomatic HIV infection or infants with known severe immunodeficiency, according to local policy
- Immunosuppressive therapy
- Pregnancy is generally a contraindication to live vaccines
Complications
- Local ulceration
- Regional lymphadenitis
- Suppurative lymphadenitis
- Osteitis, rarely
- Disseminated BCG infection in severe immunodeficiency
Last-minute revision points
- Specimen of choice for pulmonary TB: good-quality sputum.
- Stain: Ziehl-Neelsen, showing red AFB on blue background.
- Culture medium: Lowenstein-Jensen medium.
- Culture colony: rough, tough, buff.
- CBNAAT: detects MTBC and rifampicin resistance in about 2 hours.
- MDR-TB: resistance to isoniazid + rifampicin.
- Current XDR-TB: MDR/RR-TB + fluoroquinolone resistance + bedaquiline and/or linezolid resistance.
- BCG: live attenuated M. bovis vaccine, intradermal at birth.
- BCG prevents mainly: severe childhood TB, especially TB meningitis and miliary TB.
- TST/IGRA: indicate infection/sensitization, not proof of active TB.