LII:COVID-19 Testing, Reporting, and Information Management in the Laboratory/Overview of COVID-19 and its challenges

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1. Overview of COVID-19 and its challenges

Please note: Information during a pandemic changes, sometime rapidly, in regards to test methods, reported figures, and social situations. Efforts will be made to keep this guide up-to-date as best as possible given time constraints and resources.

1.1 COVID-19: The terminology

Novel Coronavirus SARS-CoV-2 (49640655213).jpg
A pneumonia-like outbreak was fully in process in Wuhan—located in the Hubei province of China—by December 2019. The World Health Organization (WHO) was notified by the end of the month that the cause could be a novel threat to the larger populace.[1] By the end of January, the WHO had declared the growing viral threat a Public Health Emergency of International Concern (PHEIC), an act which includes with it a need "to implement a comprehensive risk communication strategy."[2] As the disease progressed beyond its Chinese origins, public confusion slowly grew regarding the terminology surrounding the disease. Leaders at the WHO and the Coronavirus Study Group (CSG) of the International Committee on Taxonomy of Viruses came to different naming conclusions, differing in their naming conventions while adding to the confusion.[3][4] In the end, "COVID-19" has ended up as the common disease name, caused by the SARS-CoV-2 virus, which is a member of the coronavirus family. Today, however, some still refer to the disease simply as "coronavirus," which is in error.

This isn't the first time a disease has had a different name from its associated virus. One should look back to 1982, when the U.S. Centers for Disease Control and Prevention (CDC) gave the name "acquired immune deficiency syndrome" or "AIDS" to the disease associated with the human immunodeficiency virus (HIV) (a member of the retrovirus family).[5] It took time for the layman to get used to the terminology, and even then some still ended up mistakenly referring to the disease as "HIV."

Consistent terminology is vital to communicating technical material to a global audience.[6][7] With that in mind, it's beneficial to ensure everyone is clear on the terms used. For purposes of this guide:

  • Coronavirus disease 2019 (otherwise known as COVID-19) is the respiratory disease being discussed in this guide.
  • SARS-CoV-2 is the virus responsible for COVID-19.
  • Coronavirus (or Coronaviridae) is a family of related viruses, of which SARS-CoV-2 is a member.
  • Severe acute respiratory syndrome (otherwise known as SARS) is a different respiratory disease, which surfaced in the early 2000s, caused by a related but different type of coronavirus (SARS-CoV or SARS-CoV-1).
  • Middle East respiratory syndrome (otherwise known as MERS) is a different respiratory disease, which surfaced in 2012, caused by a related but different type of coronavirus (MERS-CoV).


1.2 COVID-19: History and impact (so far)

COVID-19 is an infectious disease caused by the SARS-CoV-2 virus, typically yielding symptoms of fever, cough, shortness of breath, and loss of taste or smell.[8] A majority of cases yield relatively mild symptoms, but some progress to life-threatening situations involving pneumonia, organ failure, and cardiovascular complication.[9][10]

The first known case of COVID-19 dates back to November 2019, "according to government data seen by the South China Morning Post."[11] By the middle of December, infections were at 27, and by the end of the year the number was 266.[11] By that time, Chinese health authorities had been updated that the pneumonia-like symptoms of patients in China's Hubei province may have been the symptoms of a disease caused by a novel (new) coronavirus[11], and the WHO was notified.[1] At the start of 2020, that number grew to 381 known cases[11], jumping to more than 7,700 confirmed and 12,000 suspected cases by the end of January.[2] By that time, the WHO had convened a second meeting of its Emergency Committee to discuss the declaration of a PHEIC, saying the then-called "2019-nCoV" constituted a health emergency of international concern.[2] This spurred the publishing of WHO technical advice to other countries, with a focus on "reducing human infection, prevention of secondary transmission and international spread, and contributing to the international response."[2] However, at the same time, the virus was already beginning to spread in locations such as Australia[12], France[13], Germany[14] Italy[15], Japan[16], South Korea[17], Spain[18], the United Kingdom[19], and the United States.[20]

(Note that as the pandemic has progressed, additional clues have been discovered that may eventually push the November 2019 Wuhan timeline—as well as the timelines of first diagnosis in countries around the world—back even further. A non-peer-reviewed report released by Harvard Medical School in June 2020 suggested that circumstantial evidence of higher traffic around hospitals even a month earlier may push the Wuhan timeline back further.[21] Stories of routinely analyzed wastewater samples from locations in Brazil[22] and Italy[23] may likewise indicate that the SARS-CoV-2 virus was circulating earlier than initially gauged.)

As the disease continued to spread in February, naming conventions came together, with the WHO declaring the disease's name "COVID-19," short for "coronavirus disease 2019."[3][4] By the end of the month, the WHO warned a "very high" likelihood the virus's spread could turn into a full pandemic.[24] Less than two weeks later, on March 11, 2020, the WHO declared the outbreak of SARS-CoV-2 a pandemic, noting more than 118,000 confirmed cases and 4,000 deaths on all continents except Antarctica.[25] As of August 16, the number of global confirmed cases was more than 21.2 million, with more than 761,000 people dead.[26]

Governmental reaction to the pandemic around the globe has varied significantly since the pandemic's declaration in March. Some of that variance can be seen when reviewing the various policies implemented by the world's governments. The International Monetary Fund's policy tracker for COVID-19 response, for example, paints a picture of the laboratory testing, social, transportation, trade, and financial situations of each country. Reviewing it shows that Kosovo, for example, has implemented citizen lockdowns, not allowing people to leave their homes for more than 1.5 hours per day. Other more comprehensive measures such as widespread testing and digital tracking, with fewer mobility restrictions, have allowed South Korea to virtually have their daily reported case numbers shrink to less than 15. After strict stay-at-home rules, complete with enforcement, Austria has been able to gradually reopen its operations as of mid-April while also supporting citizens through debt servicing delays, financial aid for the self-employed and micro-businesses, and prohibitions on banks from share buy-back.[27] Another source for examining government reaction is through the collation of data on how governments have implemented technological tracking measures in the name of slowing the epidemic. Groups like Privacy International collate such information through their collective tracking project, which links to hundreds of news stories concerning the forced sharing of mobile phone data, the use of drones and other surveillance for tracking and enforcing quarantines, geolocation tracking though phones, and the implementation of facial recognition technology.[28] The U.S. Chamber of Commerce also collects a dashboard of governmental policies for comparison.[29]

Citizen reaction to the pandemic has also varied. Local governments in China have been criticized[30][31], while the central government has, at least at times, been seen in positive light for its handling of the pandemic.[32][33][34] Some Indians have criticized their government for its police brutality during lockdowns[35], while some Italians have criticized their government for trivializing the situation for too long.[36] In the U.S.—and in other parts of the world—criticism has been rampant concerning the United States government's response[37][38][39][40], though some governors have received praise for standing up for their state's citizens.[41][42][43] Since April 8, polled Americans have increasingly expressed disapproval with the U.S. president's handling of the COVID-19 crisis, from 47.8% dissapproval on April 8 to 58.0% disasapproval as of August 23[44], which aligns with the president's increasing attempts to downplay the existance of the COVID-19 virus.[45][46]

It's too early to truly quantitatively (or qualitatively) measure the impact of COVID-19 on the world, let alone the United States. But the effects of the virus are taking shape, from significant job losses[47] and bankruptcies[48], to poor mental health impacts[49] and postponed cancer surgeries.[50] What has long been known and remains true, however, is that beyond preventative measures such as increased use of masks, in order to further limit the negative consequences of the pandemic, testing must be expanded.[51][52]


1.3 Challenges of managing the disease in the human population

The graphical abstract from Li et al. 2020, showing general features of SARS-CoV-2, current knowledge of molecular immune pathogenesis, and diagnosis methods of COVID-19 based on present understanding of SARS-CoV and MERS-CoV viral infections
COVID-19 has presented numerous societal challenges, from supply line interruptions and economic sagging to overwhelmed healthcare systems and civil disorder. However, these are largely the social, economic, and political ripple effects of a disease that has brought with it a set of inherent attributes that make it more difficult to manage in human populations than say the flu.

However, COVID-19 is not the flu, and it is indeed worse in its effects than the flu, contrary to many people's perceptions. Yes, COVID-19 and the flu have some symptom overlap. Yes, COVID-19 and the flu have some transmission type overlap. But from there it diverges. COVID-19 is different in that it is more prone to be transmitted to others during the presymptomatic phase. And the body of evidence has grown since April[53] that SARS-CoV-2 is transmittable in other ways, such as an airborne route.[54][55][56] Hospitalization rates are higher, perhaps up to 10 times higher than the flu, and hospital stays are longer with COVID-19. People are dying more often from COVID-19 too, up to 10 times more often than people stricken with the flu. And of course, whereas people have been acquiring the flu vaccine yearly, limiting the percentage of the population that becomes ill, there is yet no vaccine for COVID-19, meaning everyone is susceptible.[57][58][59]

Other aspects of the disease that make this difficult to manage include:

  • Median incubation period: According to research published in Annals of Internal Medicine, the median (i.e., the central tendency, which is less skewed than average[60]) incubation period is 5.1 days, with 97.5% of symptomatic carriers showing symptoms within 11.5 days. The authors found this to be compatible with U.S. government recommendations of monitored 14-day self-quarantines if individuals were at risk of exposure.[61] However, many people continue to not take self-quarantines and other forms of social distancing seriously[62][63][64][65], and presymptomatic (and asymptomatic) carriers are thus more prone to spreading the virus.[66][67]
  • Presymptomatic and asymptomatic virus shedding: As mentioned in the previous point, carriers can be contagious during the presymptomatic phase of the disease, even while remaining symptom-free.[66][67][68][69] (Rough estimates appear to indicate that anywhere between 25 to 45 percent of infected people may go without any recognizable symptoms after infection occurs.[70]) This contagion is a result of what's called viral shedding, when the virus moves from cell to cell following successful reproduction. When the virus is in this state, it can be actively found in a carrier's body fluids, excrement, and other sources. Depending on the virus, the virus can then be introduced to another person via those sources. In the case of COVID-19, the route of transmission is still being studied[71][72], though water droplets (from sneezes, cough, talking, etc.) and potentially even aerosolized water droplets (water droplets from the body that have become fine spray or suspension in the air) are likely sources.[72] This initial uncertainty of transmission routes, along with mixed messages early on about masks and their effectiveness for COVID-19[72][73][74], makes social distancing an even stronger necessity to limit community transmission of the disease.
  • Understanding of high viral loads and infectious doses: Respiratory diseases such as influenza, SARS, and MERS see a correlation between the infectious dose amount and the severity of disease symptoms, meaning the higher the infectious dose, the worse the symptoms.[75] Similarly, viral load—a quantification of viral genomic fragments—also tends to correlate with clinical symptoms.[76] However, we are still in the investigative stages of determining if that similarly holds true to COVID-19.[75][77][78] Early research seem to indicate, for example, there is little difference between the viral load of those with mild or no COVID-19 symptoms and those with more severe symptoms.[75] However, Pujadas et al. suggest a link between high viral load and overall mortality rate.[79] More research must be performed to better understand how the viral load infectious dose plays a role in transmission. Given these unknowns, social distancing, wearing masks, and other means of minimizing exposure remain the best defense against the disease.[75]
  • Cardiovascular issues: Coronaviruses and their accompanying respiratory infections are known to complicate issues of the cardiovascular system, which in turn may "increase the incidence and severity" of infectious diseases such as SARS and COVID-19.[80][81][82] While the exact cardiac effect COVID-19 has on patients is still unknown, suspicion is those with "hypertension, diabetes, and diagnosed cardiovascular disease" may be more prone to having cardiovascular complications from the disease.[83][84] Current thinking is SARS-CoV-2 either attacks heart tissues, causing myocardial dysfunction, or inevitably causes heart failure through a "cytokine storm,"[80][81][83][84][85][86], an overproduction of signaling molecules that promote inflammation by white blood cells (leukocytes).[87] What's scary is that like the 1918 Spanish flu, SARS, and other epidemics, some otherwise healthy patients' immune responses are entirely overreactive, leading to acute respiratory distress syndrome (ARDS) or heart failure.[86][88] Additionally, as the disease has progressed, medical professionals have noted two additional cardiovascular issues. First, an atypical amount of blood clotting has shown up in some infected patients, which may or may not be related to overreactive immune systems and underlying health conditions.[89] Second, what is being called pediatric multisystem inflammatory syndrome (PMIS) is beginning to show up in children after the infection has passed, characterized by inflamed blood vessels and toxic shock syndrome.[90][91] While research is ongoing to determine whether these seemingly hyperactive cardiovascular responses are directly linked to the virus[92] or if virus-independent immunopathology is responsible[93], these uncertainties only emphasize the level of difficulty of properly treating COVID-19.

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Citation information for this chapter

Chapter: 1. Overview of COVID-19 and its challenges

Edition: Edition 2.0

Title: COVID-19 Testing, Reporting, and Information Management in the Laboratory

Author for citation: Shawn E. Douglas

License for content: Creative Commons Attribution-ShareAlike 4.0 International

Publication date: August 2020