A Technical Guide to Aneuploidy Calling with 24sure Single Channel Introduction X-Separation Biopsy Types Potential Causes of Noise Process for Calling Examples of Calling Challenging Profiles Limitations of Standard Algorithms and the Green Line Overview of Calling 24sure Single Channel Assays Calling Individual Changes Summary of Expected X/Y Chromosome Scenarios Technical Assistance ILLUMINA PROPRIETARY Part # 15056973 Rev. A August 2014 1 2 4 10 12 13 15 16 17 18 19 This document and its contents are proprietary to Illumina, Inc. and their affiliates (collectively, "Illumina"), and are intended solely for the contractual use of its customer in connection with the use of the product(s) described herein and for no other purpose. This document and its contents shall not be used or distributed for any other purpose and/or otherwise communicated, disclosed, or reproduced in any way whatsoever without the prior written consent of Illumina. 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FOR RESEARCH USE ONLY© 2014 Illumina, Inc. All rights reserved. Illumina, IlluminaDx, 24sure, BaseSpace, BeadArray, BeadXpress, BlueFish, BlueFuse, cBot, CSPro, CytoChip, DASL, DesignStudio, Eco, GAIIx, Genetic Energy, Genome Analyzer, GenomeStudio, GoldenGate, HiScan, HiSeq, HiSeq X, Infinium, iScan, iSelect, MiSeq, MiSeqDx, NeoPrep, Nextera, NextSeq, NuPCR, SeqMonitor, Solexa, TruGenome, TruSeq, TruSight, Understand Your Genome, UYG, VeraCode, VeriSeq, the pumpkin orange color, and the Genetic Energy streaming bases design are trademarks of Illumina, Inc. in the U.S. and/or other countries. All other names, logos, and other trademarks are the property of their respective owners. SurePlex contains technology developed and manufactured by Rubicon Genomics Inc., Ann Arbor, Michigan, USA. Protected by US Patent 8,206,913; and pending. 2 Part # 15056973 Rev. A 24sure is a proven and reliable technology for 24 chromosome copy number analysis in single or a few cells including polar bodies, blastomeres, and trophectoderm biopsies. The application is known as preimplantation genetic screening (PGS) for aneuploidy. In most cases, data interpretation and calling is straightforward. However, as with other genomic screening technologies, the quality of DNA and precise experimental conditions can affect the quality of results. It is important to understand these potential effects. When calling more challenging samples, it is also important to interpret the data with reference to the type of biopsy and the biologically possible genetic scenarios (chromatid or chromosome imbalances, mosaicism). While the BlueFuse Multi software provides automated calling functionality, these calls are not definitive, particularly for more complex samples. Laboratories must understand the calling process in detail so that they can consistently obtain the most reliable results. This document provides guidelines for calling, with particular emphasis on more difficult cases. It does not provide trouble-shooting or protocol advice. The focus is on making the best calls from the available data. Terminology This field presents some terminology challenges. Euploid is often used to mean a normal chromosome complement of 23 pairs. Technically, euploid indicates an exact multiple of the haploid chromosome complement (23 individual chromosomes or n), and therefore 46 chromosomes (23 pairs or 2n). However, euploid can equally indicate 23 chromosomes (n) or 69 chromosomes (3n). Array technologies, such as 24sure, use techniques that compare quantities of DNA from a sample and a reference and the data are plotted as a ratio on the log scale around zero. When a sample contains the correct complement of chromosomes, the data are plotted around zero on the log2 scale. However, this data representation could indicate euploid results of n, 2n, or 3n, but not necessarily a normal or diploid genome. Terminology is further complicated when discussing polar bodies. Polar body 1 normally contains a complete set of individual chromosomes (n), each comprising of a chromosome with two sister chromatids. Polar body 2 also normally contains a complete set of individual chromosomes (n). However, each chromosome in polar body 2 contains a single chromatid. In general, when discussing the number of copies of an individual chromosome, the terminology uses the "somy" ending: monosomy (one copy), disomy (two copies), trisomy (three copies), tetrasomy (four copies), polysomy (many copies). When referring to copies of a complete set or complement of chromosomes, the ending used is "ploid": diploid (2n), triploid (3n), tetraploid (4n), polyploid (multiples of n greater than 3n), euploid (multiple of n), aneuploid (any state that is not euploid). A Technical Guide to Aneuploidy Calling with 24sure Single Channel 1 Introduction Introduction X-Separation For technical reasons, there is a difference between the theoretical ideal maximum chromosome copy number change and the numerical log2 ratio actually observed in a 24sure assay. For example, a trisomy 21 in a blastomere (a 3:2 biological ratio) might have a log2 ratio of 0.4 in a 24sure assay, rather than the theoretical 0.58 (log2(3/2)). The precise numbers can vary with protocol conditions, so it is important to calibrate an assay against an internal control of known copy number. One advantage of 24sure processed using the single channel protocol is that each sample is compared with both a male and a female reference. Therefore, the X chromosome can be used as a natural internal control for calibration. Specifically, when a sample with a normal chromosome X complement is compared with a reference of the opposite sex (a sex-mismatch), two scenarios are possible, a 1:2 or 2:1 biological ratio. These scenarios occur because a male has one X chromosome and a female has two. The observed magnitude of the X chromosome log2 ratio, in either the + or – direction on the log2 ratio scale, is called the X-separation in this document. It provides a direct mapping between a theoretical biological ratio of 2:1 (female versus male, log2(2/1) = 1) or 1:2 (male versus female, log2(1/2) = -1) and the actual observed ratio in 24sure. BlueFuse Multi attempts to match the sex of the sample. The sex matched data are plotted as green dots on the fused chart (combined) display. The sex mis-matched data points are also displayed. If the predicted mismatch is a female reference, the data points are displayed as a pink line. If the predicted mismatch reference is male, the data points are displayed as a blue line. The example in Figure 1 shows a male sample run using a 24sure Single Channel experiment type in BlueFuse Multi. X-separation of this assay is approximately -0.75, as measured by the pink line showing the sample compared to female reference. The shift of chromosome 13 is of a similar magnitude, indicating this data shows a true whole chromosome loss. Figure 1 Male sample processed as a Single Channel experiment type. Sex matched to male reference (green line), sex mismatched to a female reference (pink line). Plotted data indicates a loss of chromosome 13. X-separation is consistent across samples, provided experimental conditions are consistent (as is the case within a single batch of 24sure Single Channel assays). This consistency is important because X-separation can be difficult to resolve definitively in a sample with an X chromosome abnormality. In this situation, X-separation can be deduced by considering other samples in the same batch and considering reference hybridizations. X-separation does vary with hybridization time, ranging from around 0.4 for a three hour hybridization to 0.9 for a high-quality overnight hybridization. This variance is not, by itself, a cause for concern because reliable calls can still be made, provided Xseparation is taken into account. Protocol errors can also affect X-separation. For example, insufficient Cot-1 DNA or ineffective washing can drastically reduce X-separation and cause failed experiments 2 Part # 15056973 Rev. A X-Separation where aneuploidy cannot be reliably called. An X-separation of, for example, 0.2 indicates a failed experiment. A Technical Guide to Aneuploidy Calling with 24sure Single Channel 3 Biopsy Types The objective of copy number calling is to determine which samples have a normal complement of chromosomes for the cell type being analyzed and which have an abnormal copy number. Each biopsy type is different and the differences must be considered when interpreting 24sure data. These differences are summarized in a series of tables for polar bodies, blastomere, and trophectoderm biopsies, with the format of the tables explained in Polar Body 1 (PB1). Polar Bodies Polar Body 1 (PB1) A normal complement in PB1 is two for each chromosome – two sister chromatids should be present. An abnormal copy number chromosome in PB1 can be zero, one, three, or four sister chromatids. Table 1 Polar body 1 (PB1) Number of Chromatids Direction of Change (Gain/Loss) Expected Magnitude of Change Average log2 ratio with X-separation of: 0.8 0.6 0.5 0.4 Chromosome Loss Chromatid Loss 0 1 Normal Copy Number 2 Loss Loss ~2x Xseparation -1.0 and greater* -1.0 and greater* -1.0 -0.8 Chromatid Gain Chromosome Gain 3 4 - Gain Gain 1x Xseparation 0 0.6x Xseparation 1x Xseparation -0.8 0 0.48 0.8 -0.6 0 0.36 0.6 -0.5 -0.4 0 0 0.30 0.24 0.5 0.4 *In this context, "greater" means that chromosome loss is further from 0, i.e. -1.1, -2. In Table 1, the average log2 ratio is provided for different levels of X-separation. Refer to the average log2 ratio for a copy number imbalance of a particular kind. NOTE Variability of +/- 20% can occur around these averages, depending primarily on the quality of the amplification and performance of the assay. To illustrate the value of Table 1, consider a PB1 experiment with X-separation of 0.6 and a putative copy number loss on chromosome 3 with a log2 ratio of -0.3. From Table 1, a chromatid loss is expected to have magnitude similar to X-separation. However, the putative loss on chromosome 3 is under half the expected ratio for a genuine change and is therefore an artifact of amplification. 4 Part # 15056973 Rev. A Biopsy Types Polar Body 2 (PB2) A normal copy number in PB2 for each chromosome is one sister chromatid. An abnormal copy number can be zero, two, three, or four chromatids. NOTE Three and four chromatids are seen less frequently in practice. Table 2 Polar body 2 (PB2) Chromatid Loss Number of Chromatids Direction of Change (Gain/Loss) Expected Magnitude of Change Average log2 ratio with Xseparation of: 0.8 0.6 0.5 0.4 0 Loss ~2x Xseparation -1.0 and greater* -1.0 and greater* -1 -0.8 Normal Copy Number 1 0 2 Gain 1x Xseparation 2x Chromatid Gain 3 Gain 1.58x Xseparation 0 0.8 1.27 0 0.6 0.95 0 0 0.5 0.4 0.79 0.63 Chromatid Gain *In this context, "greater" means that chromosome loss is further from 0, i.e. -1.1, -2. NOTE For PB2, a chromatid gain results in a higher magnitude change (1x X-separation) than a chromatid gain in a PB1 (0.6x X-separation). Polar Body 1 and 2 – Analysis Abnormalities of copy number in PB1 or PB2 must be considered in combination, because abnormal copy number in PB1 can balance an abnormal copy number in PB21. The following theoretical scenarios, where loss/gain of chromatids is equal across a PB1/PB2 pair from a single oocyte, are all indicative of a normal copy number in the oocyte. Table 3 Theoretical PB1 and PB2 scenarios resulting in diploid oocyte Oocyte PB1 (# chromatids) PB2 (# chromatids) 1 (chromatid loss) 2 (chromatid gain) Normal copy number 3 (chromatid gain) 0 (chromatid loss) Normal copy number 0 (chromosome loss) 3 (2x chromatid gain) Normal copy number 2 (normal copy number) 1 (normal copy number) Normal copy number Oocytes in the first three scenarios have normal copy number despite aneuploid polar bodies. It has been shown that a chromosomally normal child can result from an oocyte with aneuploid polar bodies with reciprocal chromosome imbalances2. All other scenarios result in an aneuploid oocyte. Harton GL et al (2011). ESHRE PGD Consortium/Embryology Special Interest Group--best practice guidelines for polar body and embryo biopsy for preimplantation genetic diagnosis/screening (PGD/PGS). Hum Reprod. 2011 Jan;26(1):41-6. 1 A Technical Guide to Aneuploidy Calling with 24sure Single Channel 5 Scott RT et al (2012). Delivery of a chromosomally normal child from an oocyte with reciprocal aneuploid polar bodies. J Assist Reprod Genet. 2012 Jun;29(6):533-7 2 Example 1 This example comprises of three profiles from PB1, PB2, and a blastomere from the same patient. PB1 is euploid, PB2 has a chromatid gain on chromosome 13, and the blastomere has a chromosome loss on chromosome 13 as expected. Figure 2 Profile for PB1, euploid Figure 3 Profile for PB2, chromatid gain on chromosome 13 (red circle) Figure 4 Profile for blastomere, chromosome loss on chromosome 13 (red circle) Example 2 In this example, we show the correction of one chromosome between PB1, PB2, and the day 3 embryo. PB1 has a chromatid loss on chromosome 15, PB2 has a chromatid gain on chromosome 15, and the embryo has a normal copy number for chromosome 15 as expected. The blastomere biopsy in Figure 7 also indicates the loss of chromosome 19 and chromosome 21, as predicted from the PB1 and PB2 profiles. 6 Part # 15056973 Rev. A Figure 6 Profile for PB2, chromatid gain on chromosome 15 (red circle) and chromatid gain for 19 Figure 7 Profile for blastomere biopsy, euploid chromosome 15 (red circle) and chromosome loss for 19 and 21 Blastomeres A normal copy number blastomere has two copies of each chromosome. A blastomere with abnormal copy number can have zero (nullisomy), one (monosomy), three (trisomy), four (tetrasomy), or more copies of one or more chromosomes. A Technical Guide to Aneuploidy Calling with 24sure Single Channel 7 Biopsy Types Figure 5 Profile for PB1, chromatid loss on chromosome 15 (red circle) and chromatid gain for 21 Table 4 Blastomere Number of Chromosomes Direction of Change (Gain/Loss) Expected Magnitude of Change Average log2 ratio with Xseparation of: 0.8 0.6 0.5 0.4 Normal Copy Number 2 0 Nullisomy Monosomy Trisomy 0 Loss ~2x Xseparation 1 Loss 1x Xseparation -1.0 and greater* -1.0 and greater* -1.0 -0.8 -0.8 0 0.48 -0.6 0 0.36 -0.5 -0.4 0 0 0.30 0.24 3 Gain 0.6x Xseparation *In this context, "greater" means that chromosome loss is further from 0, i.e. -1.1, -2. A day 3 embryo can be mosaic–some blastomeres have a normal chromosome complement (diploid) while others have an abnormal copy number (aneuploid). However, mosaicism is not possible in any individual blastomere. Therefore, chromosomes showing small ratio changes that are inconsistent with the ratio changes specified in Table 4 are possibly technical artifacts or biological artifacts related to cell cycle stage, and are not indicative of mosaicism. Figure 8 shows amplification artifacts on chromosomes 11 and 13, which are not consistent with a genuine imbalance. Figure 8 Blastomere profile, amplification artifacts on chromosomes 11 and 13 (red circle) Trophectoderm Biopsy A trophectoderm biopsy typically has 3–5 cells, but varies from biopsy to biopsy and can range from 1 to 10 cells or more. Interpretation is the same as for a blastomere. However, mosaicism is possible because there are multiple cells. 8 Part # 15056973 Rev. A Biopsy Types Table 5 Trophectoderm Number of Chromosomes Direction of Change (Gain/Loss) Expected Magnitude of Change Average log2 ratio with X-separation of: No Mosaicism 0.8 0.6 0.5 0.4 Mosaicism of 50% 0.8 0.6 0.5 0.4 Normal Copy Number 2 0 Nullisomy Monosomy Trisomy 0 Loss ~2x Xseparation 1 Loss 1x Xseparation -1.0 and greater* -1.0 and greater* -1.0 -0.8 -0.8 0 0.48 -0.6 0 0.36 -0.5 -0.4 0 0 0.30 0.24 -0.5 and greater* -0.5 and greater* -0.5 -0.4 -0.4 0 0.24 -0.3 0 0.18 -0.25 -0.2 0 0 0.15 0.12 3 Gain 0.6x Xseparation *In this context, "greater" means that chromosome loss is further from 0, i.e. -1.1, -2. Because there are multiple cells in a trophectoderm biopsy and therefore more DNA, the array profiles for trophectoderm biopsies are less noisy and generally easier to interpret. However, mosaicism is possible in trophectoderm biopsies. Detection of mosaicism under 50% is not recommended because of potential DNA amplification effects. The relevance of mosaicism in predicting embryo viability is also unknown clinically. Figure 9 follows 24sure screening of a trophectoderm sample. This case is mosaic for trisomy 2, 8, 10 and 12. Mosaicism is consistent with two out of four cells having trisomies. You can calculate the legitimacy of the imbalance using Table 5. The Xseparation is approximately 0.6, and the shift on chromosome 2 is approximately 0.25. By looking at the row where X-separation is 0.6, an imbalance of 0.25 would be consistent with a trisomy in a mosaic sample. Figure 9 Screening of a trophectoderm sample, mosaic for trisomy 2, 8, 10 and 12 (red circles) A Technical Guide to Aneuploidy Calling with 24sure Single Channel 9 Potential Causes of Noise Most 24sure profiles exhibit low noise and interpretation is straightforward, as shown in the trisomy 21 blastomere profile in Figure 10. Figure 10 Trisomy 21 blastomere profile (red circle) However, noise can be introduced into the assay via a number of technical mechanisms and it is important to be aware of both causes and effects. The three main causes are Failed Amplification, Experimental Effects, and DNA Quality. Failed Amplification A failed amplification occurs for various reasons, but is most commonly due to lack of an accessible high-quality cell for amplification. In most cases, a failed amplification can be detected by observing lack of a smear in an agarose gel run as part of the SurePlex amplification protocol. However, occasionally, a smear can be present even when amplification has failed. Amplification failure can be due to non-human contaminating DNA or occasional self-priming of the SurePlex reaction. These samples have a characteristic negative control profile with high noise, wavy data, and lack of X/Y separation as shown in Figure 11. These assays should be failed. Figure 11 Example of failed amplification profile Experimental Effects Protocol errors can affect the quality of 24sure data. However, the most common effects of protocol errors on results are a reduction in X-separation or an increase in background noise. Such assays are often still able to be called. DNA Quality The “quality” of DNA can affect the clarity of results from 24sure screening and, also more widely, in a range of non-microarray technologies. DNA quality refers to effects of 10 Part # 15056973 Rev. A “Poor” quality DNA can lead to increased levels of random noise without bias, wave patterns in the data, and low magnitude whole chromosome changes. It is important to be aware of these effects, which can visually appear like chromosome changes at first glance. Wave Pattern In some samples, a slowly varying “wave” is visible. It is commonly seen in chromosomes 1, 9, 10 and 11 but can also appear elsewhere. This pattern is an amplification artifact and is biopsy-specific. It is most extreme in single cell assays. An example of a clearly euploid sample with wave effect is shown in Figure 12. Figure 12 Euploid profile with wave pattern Low Magnitude Whole Chromosome Changes (“Step Changes”) from Blastomere Samples Whole chromosome step changes can occur as shown in Figure 13. These step changes appear convincing but can, in most cases, be ruled out due to their low X-separation magnitude being inconsistent with biological reality. Figure 13 Blastomere profile with low magnitude whole chromosome changes (red circles) A Technical Guide to Aneuploidy Calling with 24sure Single Channel 11 Potential Causes of Noise DNA nicking, incomplete cell lysis, cells undergoing apoptosis, the presence of PCR inhibitors in media, or protocol deviations that affect lysis or hybridization specificity. PGS/PGD biopsy can play a significant role affecting DNA quality. These effects are typically more prevalent in single cell biopsies than trophectoderm, where greater quantities of starting material are present. Process for Calling The fundamentals for calling have been described in previous sections. Overview of Calling 24sure Single Channel Assays elaborates on previous sections and provides a summary of the calling process at a high level. The calling of individual changes is then described in more detail in Calling Individual Changes, with focus on how to deal with more challenging samples. These figures provide a useful reference for the calling process. Summary of Expected X/Y Chromosome Scenarios provides a summary of expected X/Y chromosome scenarios with images, including common chromosome X and Y disorders, to assist calling of X/Y chromosomes. In addition, an example of low-level droop on the Y-chromosome is depicted. Calling Segmental Imbalances 24sure is not intended for identifying segmental or subchromosomal imbalances. 24sure+ is better equipped for this application. However, in some instances, samples that harbor segmental changes are clearly apparent in a 24sure assay. The guidelines for calling segmental changes are the same as whole chromosome changes regarding the tables for different sample types detailed in this document. However, only a portion of the chromosome is considered. BlueFuse Multi does not automatically call segmental changes and 24sure cannot reliably detect imbalances less than 20 Mb in size. 12 Part # 15056973 Rev. A Low X-Separation If X-separation is significant relative to the noise of the assay, it is still possible to call samples with low X-separation. For example, in the blastomere profile in Figure 14, Xseparation is approximately 0.4. Chromosome 2 has a negative log2 ratio directly comparable to X-separation and therefore corresponds to monosomy. Figure 14 Blastomere profile with low X-separation, indicates loss on chromosome 2 (red circle) Wave and Step Change Effect The key to calling samples with “wave patterns” is to consider whether the change is of significant magnitude relative to the X-separation. In the PB2 profile in Figure 15, the BlueFuse Multi algorithms, which do not exploit the biopsy type, have automatically called chromosome 13 as a gain. X-separation is high at around 0.9 and a genuine PB2 gain would have a similar magnitude. The 0.3 change on chromosome 13 (red circle) is clearly insufficient, and is consistent with the background of a noisy sample. This automated call should be overridden. Figure 15 PB2 profile with "wave pattern" Low X-Separation Combined with High Magnitude Wave Effect The blastomere sample in Figure 16 is challenging to call. However, it is euploid. Most of the wave effect can be ruled out due to insufficient ratio relative to X-separation. There are no losses of magnitude similar to the X-separation of 0.4. Genuine gains would be expected to have a log2 ratio of 0.24. Chromosome 13 is most challenging. Close inspection shows that only a small proportion of clones has responded at a level consistent with aneuploidy. Moreover, the change is consistent with the wavy nature of the background. A Technical Guide to Aneuploidy Calling with 24sure Single Channel 13 Examples of Calling Challenging Profiles Examples of Calling Challenging Profiles Figure 16 Blastomere profile of euploid sample, low X-separation and high magnitude wave pattern Example of a Failed Assay A small proportion of samples generates profiles that cannot be reliably resolved, even by an experienced operator following all relevant guidelines. From a technical perspective, these profiles are considered failed assays because they do not provide strong evidence for aneuploidy or euploidy. The blastomere profile in Figure 17 illustrates such a scenario. The X-separation is around 0.6. Monosomies have a similar magnitude, while a trisomy is expected to have ratio of 0.36. Changes on chromosome 2 and 12 are of insufficient magnitude to be consistent with genuine deletions. However, the change on chromosome 13 (red circle) is well-defined, consistent, and of ratio 0.27. The ratio is not quite as high as predicted, and it is known that this sample contains artifactual step changes on chromosomes 2 and 12. However, no conclusive call can be made. Figure 17 A difficult call blastomere profile, example of failed assay 14 Part # 15056973 Rev. A While calling is straightforward for most profiles, in some cases DNA quality can lead to profiles that require experience to interpret. The BlueFuse Multi algorithms for automated calling of 24sure profiles, together with confidence measures provided with each call, are useful time-saving tools. However, treat the automated calls with caution, particularly for more complex samples. Automated calls are considered only as an initial prioritization of potential changes. A trained operator must check automated calls. It is important to be aware of the limitations of the 24sure Single Channel algorithms in BlueFuse Multi. The algorithms: } Only call whole chromosome copy number changes. They do not call segmental changes, even if clearly present and of significant in size. } Can over-call small changes that are inconsistent with what is biologically possible. The algorithms detect changes that appear visually different to the background. They ignore biopsy type, and therefore do not determine whether changes are of sufficient log2 ratio to be consistent with genuine biological copy number change. } Can under-call changes in noisier assays. The algorithms work by assessing the distance of a proposed change from the noise. If the noise level is high, the algorithms can sometimes miss a change that is clear to a trained operator. } Always attempt a call even where the assay has failed. Ignore such calls. For more complex calls, it is important to rely on the procedures described in this document rather than automated calls. When a complex call is made, switch off the green copy number line. With the green copy number line on, the changes can visually appear more or less real than they actually are. A Technical Guide to Aneuploidy Calling with 24sure Single Channel 15 Limitations of Standard Algorithms and the Green Line Limitations of Standard Algorithms and the Green Line Overview of Calling 24sure Single Channel Assays Figure 18 Workflow for calling 24sure Single Channel assays 16 Part # 15056973 Rev. A Calling Individual Changes Calling Individual Changes Figure 19 Workflow for calling individual changes A Technical Guide to Aneuploidy Calling with 24sure Single Channel 17 Summary of Expected X/Y Chromosome Scenarios When processed as a Single Channel experiment type, BlueFuse Multi will attempt to match the sample to the sex of the reference. The matched result is plotted in green, with the mismatch plotted in pink for a female reference and blue for a male reference. The mismatched plot provides the valuable X-separation information. Figure 20 Expected X/Y chromosome scenarios 18 Part # 15056973 Rev. A For technical assistance, contact Illumina Technical Support. 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A Technical Guide to Aneuploidy Calling with 24sure Single Channel Technical Assistance Technical Assistance Illumina San Diego, California 92122 U.S.A. +1.800.809.ILMN (4566) +1.858.202.4566 (outside North America) [email protected] www.illumina.com
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