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HIV - Etiopathogenesis, Diagnosis, and Management
1. ETIOLOGY
The Virus
HIV (Human Immunodeficiency Virus) belongs to the family Retroviridae, genus Lentivirus. It is a single-stranded, enveloped RNA virus with a genome size of ~9.75 kb. Two species exist:
- HIV-1 - responsible for the global pandemic; further divided into groups M (major, >90% of cases), O (outlying), N (new), and P.
- HIV-2 - less virulent; prevalent mainly in West Africa; naturally resistant to NNRTIs and enfuvirtide.
Among HIV-1 Group M subtypes, Clade C accounts for ~47% of global infections (predominant in India and South Africa), Clade B ~12% (Americas, Europe, Australia), and Clade E predominates in Southeast Asia. - Sherris & Ryan's Medical Microbiology
Structure
The HIV virion has two key surface glycoproteins critical to infection:
- gp120 - binds CD4 receptor on host cells
- gp41 - mediates membrane fusion after coreceptor binding
Transmission Routes
- Sexual contact (anal > vaginal > oral) - most common globally
- Parenteral - sharing needles/syringes, blood transfusions, needle-stick injuries
- Vertical (mother-to-child) - transplacental, intrapartum, breastfeeding. Maternal viral load is a major determinant of perinatal transmission (Lancet 2025 systematic review, PMID 40652949).
2. PATHOGENESIS
Step-by-Step Life Cycle
Life cycle of HIV (from Robbins, Cotran & Kumar Pathologic Basis of Disease)
Entry:
- HIV gp120 binds to CD4 receptor on T-helper cells, macrophages, and dendritic cells.
- A conformational change exposes the coreceptor binding site.
- gp120 then binds the CCR5 coreceptor (M-tropic strains, important in early infection) or CXCR4 (T-tropic strains, later disease).
- gp41 mediates membrane fusion, releasing the viral core into the cytoplasm.
Replication:
5. Viral RNA is reverse-transcribed into double-stranded DNA by reverse transcriptase (error-prone, driving antigenic variation).
6. Viral DNA (provirus) is integrated into the host genome via integrase.
7. The provirus may remain latent until host T-cell activation.
8. On T-cell activation, NF-kB (stimulated by antigens, cytokines like TNF) drives transcription of both host immune genes and HIV long-terminal-repeat sequences simultaneously - described as "subversion from within." - Robbins, Cotran & Kumar
9. Viral RNA is translated, polyproteins are cleaved by protease, and new virions bud from the cell surface.
Key Defense Evasion:
- The viral protein Vif binds and degrades host APOBEC3G (a cytidine deaminase that would otherwise introduce lethal mutations into viral DNA).
Natural History and Stages
Temporal changes in viremia, CD4 T-cells, CTL response, and neutralizing antibody during HIV-1 infection (Sherris & Ryan's Medical Microbiology)
HIV infection follows five characteristic phases:
| Phase | Timing | Features |
|---|
| Acute retroviral syndrome | 2-6 weeks post-exposure | Flu/mononucleosis-like: fever, rash, lymphadenopathy, pharyngitis, malaise. Neurologic symptoms (meningitis, encephalitis) in 20%. Very high viremia (>100,000 copies/mL), transient CD4 dip |
| Seroconversion / immune response | ~60 days | CTL response peaks, then neutralizing antibodies develop; viremia drops to a "set point" |
| Clinical latency (chronic phase) | Years (~10 years untreated) | Asymptomatic or persistent generalized lymphadenopathy; continued low-level viral replication; CD4 slowly declines (~50-100 cells/µL per year) |
| Symptomatic HIV | CD4 200-500 | Constitutional symptoms, opportunistic infections (TB, fungal pneumonia) begin |
| AIDS | CD4 <200/µL or AIDS-defining illness | Severe opportunistic infections (CMV, MAC, PCP), HIV encephalopathy, AIDS-defining malignancies (Kaposi's sarcoma, NHL, invasive cervical cancer) |
Mechanisms of CD4+ T-Cell Depletion
Approximately 100 billion new viral particles are produced every day, and 1-2 billion CD4+ T cells die daily in untreated infection. - Robbins, Cotran & Kumar
Mechanisms of T-cell loss include:
- Direct cytopathic effect - viral replication leads to cell lysis (primary mechanism in circulating T cells)
- Syncytium formation - gp120 on infected cells binds CD4 on neighboring uninfected cells, forming giant multinucleated cells
- Apoptosis - both infected and uninfected bystander T cells undergo programmed death
- ADCC (Antibody-dependent cell cytotoxicity) - anti-gp120 antibodies on infected CD4+ cell surfaces trigger NK cell-mediated killing
- Interference with T-cell maturation in the thymus
- CTL killing of infected cells
Infection of Non-T Cells
- Macrophages - express CCR5 and low-level CD4; >90% of acute infections are by M-tropic (CCR5-using) strains. Macrophages are resistant to HIV cytopathic effects and act as a long-term viral reservoir, especially in the lungs and brain. Infected monocytes carry HIV to the CNS (explaining HIV encephalopathy).
- Dendritic cells - mucosal DCs capture virus and transport it to lymph nodes, facilitating T-cell infection. DC-SIGN (a lectin receptor) binds HIV and presents it to T cells in intact, infectious form.
- Follicular dendritic cells (FDCs) - trap antibody-coated virions on their surface; these retain infectivity for CD4+ follicular helper T cells.
B-Cell Dysfunction
Although HIV does not infect B cells directly, paradoxical polyclonal B-cell activation occurs early (due to EBV reactivation, viral gp41, IL-6 from infected macrophages), leading to:
- Hypergammaglobulinemia
- Germinal center hyperplasia
- Autoimmune phenomena (e.g., immune thrombocytopenia)
- Impaired specific antibody responses to new antigens (due to overwhelmed B-cell capacity)
Why HIV Persists Despite Immune Response
The immune system cannot eliminate HIV because of:
- High mutation rate - generates CTL and antibody escape variants
- Latent proviral reservoir - integrated DNA in resting CD4+ memory T cells is invisible to immune surveillance
- Cell-to-cell spread - bypasses neutralizing antibodies
- MHC I and II suppression - impairs antigen presentation
- Antigenic variation - especially in the envelope gene (20-30% inter-clade variation)
3. DIAGNOSIS
HIV Testing Algorithm (2014 CDC Recommended)
Step 1 - 4th Generation Ag/Ab Combination Immunoassay (screening)
- Detects both p24 antigen AND HIV-1/HIV-2 antibodies simultaneously
- HIV can be detected as early as 18 days post-infection
- Sensitivity: 99-100% | Specificity: 98-100%
- Positive result → proceed to Step 2
Step 2 - HIV-1/HIV-2 Antibody Differentiation Assay (confirmatory)
- Distinguishes HIV-1 from HIV-2 antibodies
- Replaces the old Western blot as the confirmatory test
Step 3 - HIV-1 RNA NAT (Nucleic Acid Test / Viral Load)
- If Step 1 reactive but Step 2 negative/indeterminate
- HIV RNA detectable from ~11 days post-infection (earliest detection)
- In acute retroviral syndrome: viral load typically >100,000 copies/mL
- A viral load <10,000 copies/mL on an initial test should raise suspicion for a false positive
Key point: Because the 4th-generation Ag/Ab assay may be negative at the time of acute seroconversion, an HIV viral load assay should always be sent when acute HIV is being considered. - Symptom to Diagnosis, 4th Ed.
Additional Baseline Testing After HIV Diagnosis
| Test | Purpose |
|---|
| CD4+ T-cell count | Stage disease; guide OI prophylaxis |
| HIV RNA viral load | Baseline; monitor ART response |
| Genotype resistance testing | Recommended in ALL newly diagnosed patients (transmission of drug-resistant strains is documented) |
| HLA-B*5701 testing | Before abacavir use (hypersensitivity) |
| Hepatitis B/C serology | Coinfection screening; affects ART choice |
| TB screening | TB/HIV coinfection common |
| CMV, Toxoplasma serology | Baseline for OI risk stratification |
CDC Staging (2014 revised)
| Stage | CD4 count (adults ≥6 years) |
|---|
| Stage 0 | HIV+ but test negative within prior 6 months (early/acute infection) |
| Stage 1 | ≥500 cells/µL |
| Stage 2 | 200-499 cells/µL |
| Stage 3 (AIDS) | <200 cells/µL OR AIDS-defining illness |
4. MANAGEMENT
Principle: Treat Everyone
Combination antiretroviral therapy (ART) - also called HAART - is indicated for all HIV-positive individuals regardless of CD4 count, initiated as soon as possible after diagnosis (same-day or "rapid start" initiation is now preferred). - Harrison's Principles of Internal Medicine 22e (2025); EACS Guidelines 2025, PMID 41088922
The goal of ART is: viral load suppressed to <50 copies/mL within 6 months.
Drug Classes
| Class | Mechanism | Examples |
|---|
| NRTIs (Nucleoside/Nucleotide Reverse Transcriptase Inhibitors) | Block HIV RNA→DNA reverse transcription (chain termination) | Tenofovir (TDF/TAF), Emtricitabine (FTC), Lamivudine (3TC), Abacavir (ABC), Zidovudine (AZT) |
| NNRTIs (Non-Nucleoside RTIs) | Non-competitive RT inhibitors; HIV-1 specific | Efavirenz, Rilpivirine, Doravirine, Etravirine |
| PIs (Protease Inhibitors) | Block viral polyprotein cleavage | Darunavir, Atazanavir (boosted with ritonavir or cobicistat) |
| INSTIs (Integrase Strand Transfer Inhibitors) | Block integration of proviral DNA | Dolutegravir (DTG), Bictegravir (BIC), Raltegravir, Cabotegravir |
| CCR5 Antagonists | Block viral entry via CCR5 | Maraviroc |
| Fusion Inhibitors | Block gp41-mediated membrane fusion | Enfuvirtide (T-20) |
| CD4 Attachment Inhibitors | Block gp120 binding to CD4 | Fostemsavir |
| Capsid Inhibitors | Disrupt viral capsid assembly/uncoating | Lenacapavir |
Note: NNRTIs, enfuvirtide, and fostemsavir are NOT active against HIV-2 and should not be used in HIV-2-infected patients. - Harrison's 22e
Preferred First-Line Regimens (Treatment-Naive Adults)
Standard preferred regimens use 2 NRTIs + 1 INSTI:
- Bictegravir/Tenofovir AF/Emtricitabine (Biktarvy) - single-pill, once daily ✓
- Dolutegravir + Tenofovir/Emtricitabine - highly effective, high barrier to resistance ✓
- Dolutegravir + Lamivudine (2-drug regimen) - for HBV-negative patients with baseline HIV RNA <500,000 copies/mL ✓
A typical regimen includes a pharmacokinetic enhancer (ritonavir or cobicistat) when PI-based regimens are used.
Long-acting injectables (Cabotegravir + Rilpivirine IM monthly or every 2 months) are now available for patients who prefer avoiding daily oral therapy.
Monitoring on ART
| Parameter | Frequency |
|---|
| HIV RNA (viral load) | At 4-8 weeks after ART start, then every 3-6 months until suppressed, then every 6-12 months |
| CD4 count | Every 3-6 months initially; annually once stable |
| Drug resistance testing | Before starting ART; if virologic failure |
| Adherence assessment | Every visit |
Opportunistic Infection (OI) Prophylaxis
| CD4 count | OI risk | Prophylaxis |
|---|
| <200/µL | Pneumocystis jirovecii pneumonia (PCP) | Trimethoprim-sulfamethoxazole (TMP-SMX) |
| <100/µL | Toxoplasma encephalitis | TMP-SMX (same drug covers both) |
| <50/µL | Mycobacterium avium complex (MAC) | Azithromycin weekly |
| All stages | TB (if LTBI+) | Isoniazid preventive therapy |
Post-Exposure Prophylaxis (PEP)
- Indicated within 72 hours of exposure to HIV-infected blood or body fluids (sexual, needlestick, or non-occupational).
- Regimen: Tenofovir-Emtricitabine 300/200 mg once daily + Dolutegravir 50 mg once daily for 28 days.
- Follow-up HIV testing at 6 weeks. - Washington Manual of Medical Therapeutics
Pre-Exposure Prophylaxis (PrEP)
- Oral PrEP: Tenofovir AF/Emtricitabine (Descovy) or Tenofovir DF/Emtricitabine (Truvada)
- Injectable PrEP: Cabotegravir IM every 2 months (highly effective, superior to oral in some trials)
- Indicated for HIV-negative individuals at substantial risk.
Special Populations
- Pregnancy: Continue ART throughout. Prefer dolutegravir-based regimens. Viral load suppression reduces MTCT to <1%. IV Zidovudine during labor if viral load >1000 copies/mL. - Lancet 2025 meta-analysis PMID 40652949
- TB coinfection: Start TB treatment first; introduce ART within 2-8 weeks (within 2 weeks if CD4 <50).
- HIV-2: Avoid NNRTIs, enfuvirtide, fostemsavir; use INSTI-based regimens.
Targets: UNAIDS 95-95-95
The global target is that by 2025: 95% of HIV-positive people know their status → 95% of diagnosed are on ART → 95% of those on ART are virally suppressed.
Sources: Robbins, Cotran & Kumar
Pathologic Basis of Disease; Sherris & Ryan's
Medical Microbiology 8e; Harrison's
Principles of Internal Medicine 22e (2025);
Symptom to Diagnosis 4e; Park's
Textbook of Preventive and Social Medicine; Washington Manual of Medical Therapeutics. Recent guideline:
EACS Guidelines v13.0 (2026), PMID 41088922.