Pediatric Antiretroviral Guidelines

US DHHS Guidelines with Australian Commentary

Clinical and Laboratory Monitoring of Pediatric HIV Infection

Pediatric Guidelines > Clinical and Laboratory Monitoring of Pediatric HIV Infection

Table of Contents

Table of Contents

Clinical and Laboratory Monitoring of Pediatric HIV Infection

DHHS Last Updated: April 2023Australian Commentary Last Updated: July 2023

Height and weight should also be monitored routinely, with drug doses adjusted according to changes in weight. Weight and BMI monitoring are particularly important in children commencing on or changing to ART regimens containing integrase inhibitors (especially bictegravir and dolutegravir) and/or tenofovir alafenamide

Reference: Sax et al 2020.

Phenotypic resistance testing is not routinely available in Australia.

In Australia, only genotypic assays are available for determining CCR5 tropism of HIV. These include assays assessing tropism on viral RNA for individuals with detectable viral loads or assays assessing tropism in cell-associated viral DNA for individuals with low or undetectable viral loads.

These assays are available at:

  • HIV Characterisation Lab, Victorian Infectious Diseases Reference Laboratory – (03) 9342 9625
  • NSW Reference Laboratory for HIV/AIDS
  • St Vincent’s Hospital (02) 8382 9178
  • Institute for Immunology and Infectious Disease, WA (08) 9360 1363.
Panel’s Recommendations
  • Absolute CD4 T lymphocyte (CD4) cell count and plasma HIV RNA (viral load) should be measured at the time of HIV diagnosis, and, if a child is not started on antiretroviral therapy (ART) after diagnosis, this monitoring should be repeated at least every 3 to 4 months thereafter (AIII).
  • Absolute CD4 count is recommended for monitoring immune status in children with HIV of all ages, with CD4 percentage as an alternative for children aged <5 years (AII).
  • Antiretroviral (ARV) drug-resistance testing is recommended at the time of HIV diagnosis, before initiation of therapy in all ART-naive patients, and before switching regimens in patients with treatment failure (AII). Genotypic resistance testing is preferred for this purpose (AIII).
  • After initiation of ART or after a change in ARV regimen, children should be evaluated for clinical adverse effects and should receive support for treatment adherence within 1 week to 2 weeks; laboratory testing for toxicity and viral load response is recommended at 2 to 4 weeks after treatment initiation or change in ARV  (AIII).
  • Children on ART should be monitored for therapy adherence, effectiveness, and toxicities routinely (every 3–4 months) (below) (AII*). See the sections on Adherence to Antiretroviral Therapy in Children and Adolescents With HIV and Management of Medication Toxicity or Intolerance.
  • Additional CD4 count and plasma viral load monitoring should be performed to evaluate children with suspected clinical, immunologic, or virologic deterioration or to confirm an abnormal value (AIII). CD4 count can be monitored less frequently (every 6–12 months) in children and adolescents who are adherent to therapy, who have sustained virologic suppression and CD4 count values that are well above the threshold for opportunistic infection risk, and who have stable clinical status (AII). Viral load measurement every 3 to 4 months is generally recommended to monitor ART adherence (AIII).
  • Phenotypic resistance testing should be considered (usually in addition to genotypic resistance testing) for patients with known or suspected complex drug resistance mutation patterns, which generally arise after a patient has experienced virologic failure on multiple ARV regimens (CIII).
  • Review the history of all previously used ARVs and available resistance test results when making decisions about the choice of new ARVs because mutations may not be detected once the prior drugs have been discontinued (AII).

Viral co-receptor tropism assays are recommended whenever a CCR5 antagonist is being considered for treatment (AI*). The use of tropism assays also should be considered for patients who demonstrate virologic failure while receiving therapy that contains a CCR5 antagonist (AI*).

Rating of Recommendations: A = Strong; B = Moderate; C = Optional

Rating of Evidence: I = One or more randomized trials in childrenwith clinical outcomes and/or validated endpoints;

I* = One or more randomized trials in adults with clinical outcomes and/or validated laboratory endpoints with accompanying data in childrenfrom one or more well-designed, nonrandomized trials or observational cohort studies with long-term clinical outcomes; II = One or more well-designed, nonrandomized trials or observational cohort studies in childrenwith long-term outcomes; II* = One or more well-designed, nonrandomized trials or observational studies in adults with long-term clinical outcomes with accompanying data in childrenfrom one or more similar nonrandomized trials or cohort studies with clinical outcome data; III = Expert opinion

†Studies that include children or children/adolescents, but not studies limited to postpubertal adolescents

Laboratory monitoring of children living with HIV poses unique and challenging issues. In particular, the normal ranges of CD4 T lymphocyte (CD4) counts and plasma HIV RNA concentrations (viral loads) can vary significantly by age. The CD4 counts and viral load values that predict the risk of disease progression also change as a child ages. This section will address immunologic, virologic, general laboratory, and clinical monitoring of children with HIV, with information that is relevant to both those who have recently received an HIV diagnosis and those who are receiving antiretroviral therapy (ART).

Initial Evaluation of Children Who Recently Received an HIV Diagnosis, or Entering or Transferring to a New Care Setting

Children who have recently received an HIV diagnosis should have their CD4 counts and plasma viral loads measured. Their growth and development should be evaluated for signs of HIV-associated abnormalities, and a complete physical examination should be performed to identify physical findings of HIV disease (e.g., lymphadenopathy, hepatosplenomegaly, hyperreflexia, ankle clonus). Testing also should be performed to assess for HIV-associated conditions, including anemia, leukopenia, thrombocytopenia, hypoalbuminemia, nephropathy (urinalysis), hyperglycemia, hepatic transaminitis, and renal insufficiency (creatinine). In addition, children with HIV should have a complete, age-appropriate medical history and physical examination (see Table below).

Opportunistic infection (OI) monitoring should follow the guidelines that are appropriate for the child’s exposure history and clinical setting (see the Pediatric Opportunistic Infection Guidelines). Children with HIV who are relocating from outside the United States may benefit from additional evaluations—such as screening for tuberculosis, gastrointestinal parasites, hepatitis infection, lead level, and thyroid function. See Centers for Disease Control and Prevention International Adoption.1

Laboratory confirmation of HIV infection should be obtained when available documentation is incomplete (see Diagnosis of HIV Infection in Infants and Children). Genotypic resistance testing should be performed, even if ART is not initiated immediately. In addition, a full antiretroviral (ARV) drug history should be obtained; this history should include any exposure to ARV drugs for the prevention of perinatal HIV transmission (see Drug-Resistance Testing in the Adult and Adolescent Antiretroviral Guidelines).

Before initiating therapy or making changes to a patient’s ARV regimen, a clinician and multidisciplinary team members (where available) should assess potential barriers to adherence and discuss the importance of adherence with the patient and/or their caregiver (see Adherence to Antiretroviral Therapy in Children and Adolescents With HIV).

If a child does not initiate ART after receiving an HIV diagnosis, the child’s CD4 count and plasma viral load should be monitored at least every 3 to 4 months.

Evaluation at Initiation of Antiretroviral Therapy

At the time of ART initiation, a physical examination should be performed, including assessment of weight and height, and baseline labs for CD4 count and plasma viral load should be obtained to monitor ART response (see Table below). To set the baseline for monitoring ART toxicity (see Management of Medication Toxicity or Intolerance), a complete blood count, urinalysis, and serum chemistry panel (including levels of electrolytes, creatinine, glucose, and hepatic transaminases) should be performed (see Table below). The levels of serum lipids (cholesterol and triglycerides) also should be measured. For information about the adverse effects (AEs)

Clinical and Laboratory Monitoring After Initiating or Changing an Antiretroviral Regimen

Children who start ART or who change to a new regimen should be monitored to assess the effectiveness, tolerability, and AEs of the regimen and to evaluate medication adherence. Clinicians and multidisciplinary teams should schedule frequent clinical in-person and/or telemedicine visits to monitor patients closely during the first few months after initiating a new ARV regimen.

Telemedicine visits and telehealth communication platforms are particularly relevant to the care of adolescent patients based on their technology access and habits.3,4 Additional check-ins via telephone and/or telehealth (emails, text messaging, app-based communications) may support adherence and early identification of medication side effects. The continuity of patient and caregiver interactions is an opportunity for clinicians and the multidisciplinary team to provide support and discuss adherence with patients and their caregivers.

A recent systematic review of randomized controlled trials from the last 10 years that used a telemedicine approach as a study intervention or assessed telemedicine as a subspecialty of pediatric care found that telemedicine services for the general public and pediatric care are comparable to or better than in-person services.5 Use of telemedicine as remote, technology-based access to clinical services in HIV care is growing and has been shown to achieve similar outcomes as those associated with in-person care. People with HIV on ART achieve similar clinical responses to therapy, adherence to treatment, quality-of-life scores, and psychological and emotional status, whether treated through telemedicine or in person.7-9 When selecting the format for clinical follow-up, it is important to recognize differences and similarities between in-person and telemedicine visits (see Table 4 below). The benefits of telemedicine visits include patient and caregiver convenience, lack of travel, flexibility, and ability to visualize ART handling/swallowing and conduct directly observed therapy in the home setting. Telemedicine visits, however, require technological access and capacity and limit the provider’s ability to conduct physical examinations and obtain laboratory testing on site,6-8 as well as to perform periodic measurements of body weight, which are important for dose modification in rapidly growing infants, and to monitor for excessive weight gain as a possible AE of some ARVs. Additionally, providers need to arrange and coordinate access to the laboratory testing and be familiar with state and local requirements for carrying out, documenting, and billing telemedicine visits. Although both in-person and telemedicine visits involve considerations for stigma, privacy, and confidentiality, these considerations differ between health care and home/community-based settings. For example, the caregiver who has not disclosed the HIV and ART status of the child at home might prefer in-person visits at the clinic or specific hours and/or alternative locations for a telemedicine visit.

Table 4. Characteristics and Requirements for In-Person Clinic Visits vs. Telemedicine Visits

In-Person VisitsTelemedicine Visits
Patient/caregiver convenience
Flexibility (time and locations) of appointments
Confidentiality concerns
Directly observed therapy in home settings
Physical assessment (e.g., skin rashes)
Physical exam, including weight and height
a
Adherence support and counseling
Mental health assessment and counseling
Multidisciplinary support (assessment and coordination of nutritional and social services)
Laboratory testing on site
Travel to clinic
Technology requirements (internet access, equipment, skills)
Legal and administrative guidelines for visit documentation and billing

The first few weeks of ART can be particularly difficult for children and their caregivers; they must adjust their schedules to allow consistent and routine administration of medication doses. Children also may experience the AEs of medications, and both children and their caregivers need assistance to determine whether the effects are temporary and tolerable or more serious or long term, requiring a clinical visit. It is critical that providers communicate with caregivers and children in a supportive, nonjudgmental manner and use plain language. This approach promotes interactive reporting and ensures that providers can have a productive dialogue with both children and their caregivers, particularly in situations where medication adherence is reported to be inconsistent.

Within 2 Weeks of Initiating Antiretroviral Therapy

Children should be evaluated either in person, through telemedicine, or by telephone. During this evaluation, clinicians should identify clinical AEs and provide support for adherence. Many clinicians plan additional contacts (in person, through telemedicine, by telephone, or via email/texts/apps) with children and caregivers to support adherence during the first few weeks of therapy.

Two to 4 Weeks After Initiating Antiretroviral Therapy

Most experts recommend performing laboratory testing at 2 to 4 weeks (but no later than 8 weeks) after initiating ART to assess virologic response and laboratory toxicities, although this recommendation is based on limited data. The laboratory chemistry tests that a patient requires will depend on the ARV regimen that the patient is receiving (see Table below). Plasma viral load monitoring is important as a marker of response to ART because a decline in viral load suggests that the patient is adherent to the regimen, that the appropriate doses are being administered, and that the virus is susceptible to the drugs in the regimen. Some experts favor measuring viral load at 2 weeks to ensure that viral load is declining. A significant decrease in viral load should be observed 4 to 8 weeks after initiation of ART.

Clinical and Laboratory Monitoring for Children Who Are Stable on Long-Term Antiretroviral Therapy

After the initial phase of ART initiation (1–3 months), clinicians should assess a patient’s adherence to the regimen and the regimen’s effectiveness (as measured by CD4 count and plasma viral load) every 3 to 4 months. Additionally, clinicians should review a patient’s history of drug toxicities and evaluate each patient for any new AEs using physical examinations and the relevant laboratory tests.

Table below provides one proposed general monitoring schedule, which should be adjusted based on the specific ARV regimen that a child is receiving.

A patient’s baseline CD4 count affects how rapidly CD4 count improves after ART initiation; children with very low CD4 counts may take longer than 1 year to achieve their highest values after viral load suppression.11 Studies that have critically evaluated the frequency of laboratory monitoring in both adults and children, particularly CD4 count and plasma viral load, support less frequent monitoring in stable patients who have been consistently virologically suppressed for ≥1 year.12-18

The Adult and Adolescent Antiretroviral Guidelines—Laboratory Testing currently support performing plasma viral load testing every 6 months for individuals who have both—

  • Consistent virologic suppression ≥2 years; and
  • CD4 counts that are consistently >300 cells/mm3.

The Panel on Antiretroviral Therapy and Medical Management of Children Living With HIV finds value in continuing to perform viral load testing every 3 to 4 months to provide enhanced monitoring of adherence or disease progression among children and adolescents. Some experts monitor

CD4 count less frequently (e.g., every 6–12 months) in children and adolescents who are adherent to therapy, who have CD4 count values well above the threshold for OI risk, and who have had sustained virologic suppression and stable clinical status for

Testing at the Time of Switching Antiretroviral Regimens

When a patient switches regimens to simplify ART, clinicians should obtain the appropriate laboratory test results at baseline for the toxicity profile of the new regimen. Follow-up should include a measurement of plasma viral load at 4 weeks (and not >8 weeks) after the switch to ensure that the new regimen is effective. If the regimen is switched because the regimen is failing (see Recognizing and Managing Antiretroviral Treatment Failure), resistance testing should be performed while a patient is still receiving the failing regimen. This optimizes the chance of identifying resistance mutations, because resistant strains may revert to wild type within a few weeks of stopping ARV drugs (see Drug-Resistance Testing in the Adult and Adolescent Antiretroviral Guidelines).

Clinicians should consider performing phenotypic resistance testing, including co-receptor tropism testing, in addition to genotypic viral resistance testing in children who have experienced prolonged or repeated periods of viral nonsuppression on multiple ARV regimens.21

Immunologic Monitoring in Children: General Considerations

When interpreting CD4 counts and percentages in children, clinicians must consider age as a factor. CD4 count and percentage values in healthy infants without HIV are considerably higher than values observed in adults without HIV; these infant values slowly decline to adult values by age 5 years

The current pediatric HIV disease classification is based on absolute CD4 count, which is the preferred assay for monitoring and estimating the risk for disease progression and OIs23 (see Table A. HIV Infection Stage Based on Age-Specific CD4 Count or Percentage in Appendix C: CDC Pediatric HIV CD4 Cell Count/Percentage and HIV-Related Diseases Categorization).

CD4 count and percentage decline as HIV infection progresses; patients with lower CD4 counts or percentage values have a poorer prognosis than patients with higher values (see Tables A–C in Appendix D: Supplemental Information). Guidelines recommend that all people with HIV receive ART, regardless of their CD4 count and clinical stage. However, CD4 counts are used to determine

HIV RNA Monitoring in Children: General Considerations

Quantitative HIV RNA assays measure the plasma concentration of HIV RNA as copies/mL. Without therapy, plasma viral load initially rises to peak level during the period of primary infection in adults and adolescents, and then declines by as much as 2 to 3 log10 copies to reach a stable lower level (the virologic set point) approximately 6 to 12 months after acute infection.28,29 In adults with HIV, the virologic set point correlates with the subsequent risk of disease progression or death in the absence of therapy.30

The pattern of change in plasma viral load in untreated infants with perinatal HIV differs from that in adults and adolescents with HIV.

This pattern probably reflects the lower efficiency of a developing immune system in containing viral replication and, possibly, the rapid expansion of HIV-susceptible cells that occurs with somatic growth.34

Despite the established association between high plasma viral load and disease progression, a specific HIV RNA concentration has only moderate predictive value for disease progression and death in an individual child.35 In both children and adults with HIV, CD4 count or percentage and plasma viral load are independent predictors of disease progression and mortality risk, and using the two markers together more accurately defines prognosis.35-38

Methodological Considerations When Interpreting and Comparing HIV RNA Assays

Based on accumulated experience with currently available assays, the current definition of virologic suppression is a plasma viral load that is below the quantification limit of the assay used (generally <20 copies/mL to 75 copies/mL) (see Table below). This definition of suppression has been much more thoroughly investigated in adults with HIV than in children with HIV (see the Adult and Adolescent Antiretroviral Guidelines). Temporary viral load elevations (“blips”). 200 copies/mL, 500 copies/mL; these temporary elevations do not represent virologic failure as long as the values have returned to below the level of detection when testing is repeated. For definitions and management of virologic treatment failure, see Recognizing and Managing Antiretroviral Treatment Failure. These definitions of virologic suppression and virologic failure are recommended for clinical use. Research protocols or surveillance programs may use different definitions.

Several different methods can be used for quantitating HIV RNA, each of which has a different level of sensitivity (see Table 7 below). Because different assays use different methods to measure HIV RNA, and because the tests have different levels of sensitivity, clinicians should consistently use a single HIV RNA assay method to monitor an individual patient when possible.41-43

The predominant HIV-1 subtype in the United States is subtype B, and early assays were designed to detect this subtype. Current kit configurations for all companies have been designed to detect and quantitate essentially all viral subtypes (see Diagnosis of HIV Infection in Infants and Children). This ability is important in many regions of the world where non-B subtypes are predominant, as well as in the United States a small subset of individuals who contract non-B viral subtypes.41,44-48 It is particularly relevant for immigrant and adopted children who are born outside the United States or to non–U.S.-born parents.

Genetic Testing for Management of HIV

The following viral load assays are available in Australia:

Abbott RealTime HIV-1 RNA PCR

bioMerieux BV NucliSens EASYQ HIV-1 V2.0

Cepheid Xpert HIV-1 Viral Load

Roche cobas 4800 HIV-1 Quantitative Test

Roche COBAS AmpliPrep/COBAS TaqMan HIV-1 Test V1.0

Roche COBAS AmpliPrep/COBAS TaqMan HIV-1 Test V2.0

Roche COBAS HIV-1 Quantitative (COBAS 6800/8800 Systems)

Modern disease intervention strategies often employ genetic testing to evaluate the genes of humans and pathogens. This approach to treatment is an important component in the rise of precision medicine. Clinicians who manage HIV have routinely probed HIV genetic sequences for mutations that are associated with HIV drug resistance. Some ARV drugs are metabolized differently based on specific human genotypes. For example, studies have shown that certain genotypes can affect efavirenz exposure in young children.49-51 In addition, some human genetic polymorphisms are associated with drug toxicity or AEs (e.g., using HLA-B*5701 testing to predict ABC hypersensitivity)52; for more, see the Abacavir section in Appendix A: Pediatric Antiretroviral Drug Information.

Future clinical practice will likely feature broader applications of multiple forms of genetic testing to guide management of health and disease.

Table 6. Sample Schedule for Clinical and Laboratory Monitoring of Children Before and After Initiation of Antiretroviral Therapy

Laboratory Testing
Entry Into Carea
ART
Initiationc
Weeks 1–2 on Therapy
Weeks 2–4 on Therapy
Every 3–4
Monthsd
Every 6–12
Monthse
Virologic Failure (Prior to Switching ARV
Regimens)
Medical History and Physical Examinationf,g
Adherence Evaluationg
CD4 Count
Loadh
Resistance Testing

Table 6. Sample Schedule for Clinical and Laboratory Monitoring of Children Before and After Initiation of Antiretroviral Therapy

Laboratory Testing
Entry Into Carea
ART
Initiationc
Weeks 1–2 on Therapy
Weeks 2–4 on Therapy
Every 3–4
Monthsd
Every 6–12
Monthse
Virologic Failure (Prior to Switching ARV
Regimens)
CBC with Differentiald
Chemistriesd,i
Lipid Panele
Random Plasma Glucosej
Urinalysis
HBV Screening
Pregnancy Test for Girls and Young Women of Childbearing Potentiall
H

a See the texts on immunologic, virologic, general laboratory, and clinical monitoring of children with HIV for details on

b If ART is initiated within 30 to 90 days of a pre-therapy laboratory result, repeat testing may not be necessary.

c CD4 count, CBC, and chemistries can be monitored less frequently (every 6–12 months) in children and youth who are adherent to therapy, who have CD4 count values that are well above the threshold for opportunistic infection risk, and who have had sustained virologic suppression and stable clinical status for more than 2 to 3 years. Viral load testing every 3 to 4 months is generally recommended to monitor ARV adherence.

d If lipid levels have been abnormal in the past, more frequent monitoring may be needed. For patients treated with TDF, more frequent urinalysis should be considered.

e Pay special attention to changes in weight that might occur after altering an ARV regimen. Weight gain or weight loss may occur when using some ARV drugs (see Table . Lipodystrophies and Weight Gain).

f Virtual visits may be appropriate at some time points, particularly for adherence assessments and for visits for established patients, see Table 4 above.

g Chemistries refer to a comprehensive metabolic panel. Some experts perform a comprehensive panel at entry and routinely test Cr, ALT, AST, with additional tests tailored to the history of the individual patient.

Table 6. Sample Schedule for Clinical and Laboratory Monitoring of Children Before and After Initiation of Antiretroviral Therapy

h Random plasma glucose is collected in a gray-top blood collection tube or other designated tube. Some experts would consider monitoring HgbA1C, rather than routine blood glucose, in children at risk for prediabetes/diabetes.

i This screening is only recommended for individuals who have previously demonstrated no immunity to HBV and who are initiating a regimen that contains ARV drugs with activity against HBV, specifically 3TC, FTC, TAF, or TDF.

j See the Prepregnancy Counseling and Care for Persons of Childbearing Age with HIV in the Perinatal Guidelines.

Key: 3TC = lamivudine; ABC = abacavir; ALT = alanine aminotransferase; ART = antiretroviral therapy; ARV = antiretroviral; AST = aspartate aminotransferase; CBC = complete blood count; CD4 = CD4 T lymphocyte; Cr = creatinine;

FTC = emtricitabine; HBV = hepatitis B virus; HgbA1C = glycosylated hemoglobin; OI = opportunistic infection; TAF = tenofovir alafenamide; TDF = tenofovir disoproxil fumarate

Table. Primary Food and Drug Administration–Approved Assays for Monitoring Viral Load

Assay
Abbott Real Time
NucliSens EasyQ v2.0
COBAS
AmpliPrep/ TaqMan v2.0
Versant v1.0
Aptima HIV-1 Quant Assay
MethodReal-time RT-PCRReal-time NASBAReal-time RT-PCRReal-time RT-PCRReal-time TMA
Dynamic Range40–107 copies/mL25–107 copies/mL

20–107 copies/mL37–11×107 copies/mL30–107 copies/mL
Specimen Volumea0.2–1 mL0.1–1 mL1 mL0.5 mL≥0.4 mL
ManufacturerAbbott LaboratoriesbioMerieuxRocheSiemensHologic, Inc.

a Laboratories often request large blood volumes for standard viral load testing. Consider contacting the local laboratory to determine minimum blood volume required to run the assay. Smaller volumes for children can be accommodated.

Key: NASBA = nucleic acid sequence-based amplification; RT-PCR = reverse transcription-polymerase chain reaction; TMA = transcription-mediated amplification

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