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<front>
<journal-meta>
<journal-id journal-id-type="publisher-id">Front. Immunol.</journal-id>
<journal-title>Frontiers in Immunology</journal-title>
<abbrev-journal-title abbrev-type="pubmed">Front. Immunol.</abbrev-journal-title>
<issn pub-type="epub">1664-3224</issn>
<publisher>
<publisher-name>Frontiers Media S.A.</publisher-name>
</publisher>
</journal-meta>
<article-meta>
<article-id pub-id-type="doi">10.3389/fimmu.2025.1663306</article-id>
<article-categories>
<subj-group subj-group-type="heading">
<subject>Immunology</subject>
<subj-group>
<subject>Review</subject>
</subj-group>
</subj-group>
</article-categories>
<title-group>
<article-title>Transfusion-transmitted occult hepatitis B virus infection: current understanding, challenges, and its implication in blood safety</article-title>
</title-group>
<contrib-group>
<contrib contrib-type="author">
<name>
<surname>Huang</surname>
<given-names>Linbin</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
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<contrib contrib-type="author">
<name>
<surname>He</surname>
<given-names>Baoren</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
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<contrib contrib-type="author">
<name>
<surname>Mo</surname>
<given-names>Qiuhong</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
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<role content-type="https://credit.niso.org/contributor-roles/writing-original-draft/"/>
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<contrib contrib-type="author">
<name>
<surname>Li</surname>
<given-names>Bin</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
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<contrib contrib-type="author">
<name>
<surname>Yan</surname>
<given-names>Xipeng</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
<uri xlink:href="https://loop.frontiersin.org/people/1692039/overview"/>
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<contrib contrib-type="author">
<name>
<surname>Lai</surname>
<given-names>Rongji</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
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<contrib contrib-type="author">
<name>
<surname>Wang</surname>
<given-names>Xinwei</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
<uri xlink:href="https://loop.frontiersin.org/people/1655259/overview"/>
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<contrib contrib-type="author">
<name>
<surname>Li</surname>
<given-names>Jinlian</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
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<contrib contrib-type="author">
<name>
<surname>Lai</surname>
<given-names>Mingshuang</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
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<contrib contrib-type="author">
<name>
<surname>Xie</surname>
<given-names>He</given-names>
</name>
<xref ref-type="aff" rid="aff2">
<sup>2</sup>
</xref>
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<contrib contrib-type="author">
<name>
<surname>Sun</surname>
<given-names>Jujun</given-names>
</name>
<xref ref-type="aff" rid="aff2">
<sup>2</sup>
</xref>
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</contrib>
<contrib contrib-type="author" corresp="yes">
<name>
<surname>Ye</surname>
<given-names>Xianlin</given-names>
</name>
<xref ref-type="aff" rid="aff3">
<sup>3</sup>
</xref>
<xref ref-type="author-notes" rid="fn001">
<sup>*</sup>
</xref>
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</contrib>
<contrib contrib-type="author" corresp="yes">
<name>
<surname>Chen</surname>
<given-names>Limin</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
<xref ref-type="aff" rid="aff2">
<sup>2</sup>
</xref>
<xref ref-type="aff" rid="aff4">
<sup>4</sup>
</xref>
<xref ref-type="author-notes" rid="fn001">
<sup>*</sup>
</xref>
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</contrib-group>
<aff id="aff1">
<sup>1</sup>
<institution>The Joint Laboratory on Transfusion-Transmitted Diseases (TTDs) Between Institute of Blood Transfusion, Chinese Academy of Medical Sciences and Nanning Blood Center, Nanning Blood Center</institution>, <addr-line>Nanning</addr-line>,&#xa0;<country>China</country>
</aff>
<aff id="aff2">
<sup>2</sup>
<institution>The Hospital of Xidian Group Laboratory Department</institution>, <addr-line>Xi&#x2019;an</addr-line>,&#xa0;<country>China</country>
</aff>
<aff id="aff3">
<sup>3</sup>
<institution>Shenzhen Blood Center Laboratory Department</institution>, <addr-line>Shenzhen</addr-line>,&#xa0;<country>China</country>
</aff>
<aff id="aff4">
<sup>4</sup>
<institution>Institute of Blood Transfusion, Chinese Academy of Medical Sciences and Peking Union Medical College</institution>, <addr-line>Chengdu</addr-line>,&#xa0;<country>China</country>
</aff>
<author-notes>
<fn fn-type="edited-by">
<p>Edited by: <ext-link ext-link-type="uri" xlink:href="https://loop.frontiersin.org/people/1168003/overview">Sonia Roman</ext-link>, University of Guadalajara, Mexico</p>
</fn>
<fn fn-type="edited-by">
<p>Reviewed by: <ext-link ext-link-type="uri" xlink:href="https://loop.frontiersin.org/people/1620796/overview">Theodoros Androutsakos</ext-link>, National and Kapodistrian University of Athens, Greece</p>
<p>
<ext-link ext-link-type="uri" xlink:href="https://loop.frontiersin.org/people/2896271/overview">Rosalia Lira</ext-link>, Instituto Mexicano del Seguro Social, Mexico</p>
</fn>
<fn fn-type="corresp" id="fn001">
<p>*Correspondence: Limin Chen, <email xlink:href="mailto:limin_chen_99@126.com">limin_chen_99@126.com</email>; <email xlink:href="mailto:limin.chen@ibt.pumc.edu.cn">limin.chen@ibt.pumc.edu.cn</email>; Xianlin Ye, <email xlink:href="mailto:yexianlin90@hotmail.com">yexianlin90@hotmail.com</email>
</p>
</fn>
</author-notes>
<pub-date pub-type="epub">
<day>28</day>
<month>10</month>
<year>2025</year>
</pub-date>
<pub-date pub-type="collection">
<year>2025</year>
</pub-date>
<volume>16</volume>
<elocation-id>1663306</elocation-id>
<history>
<date date-type="received">
<day>10</day>
<month>07</month>
<year>2025</year>
</date>
<date date-type="accepted">
<day>07</day>
<month>10</month>
<year>2025</year>
</date>
</history>
<permissions>
<copyright-statement>Copyright &#xa9; 2025 Huang, He, Mo, Li, Yan, Lai, Wang, Li, Lai, Xie, Sun, Ye and Chen.</copyright-statement>
<copyright-year>2025</copyright-year>
<copyright-holder>Huang, He, Mo, Li, Yan, Lai, Wang, Li, Lai, Xie, Sun, Ye and Chen</copyright-holder>
<license xlink:href="http://creativecommons.org/licenses/by/4.0/">
<p>This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.</p>
</license>
</permissions>
<abstract>
<p>Occult hepatitis B virus infection (OBI) represents a specific form of hepatitis B virus (HBV)infection characterized by the presence of replication-competent HBV DNA in the liver despite a negative blood test for hepatitis B surface antigen (HBsAg). Due to the incompletely-known mechanisms underlying its occurrence and the limitations of existing screening technologies, the viral loads in the blood of OBI patients are intermittent and often undetectable. Furthermore, lack of effective screening and shielding strategies in blood collection and supply institutions fail to prevent OBI individuals from donating blood, resulting in its susceptibility to transmission through blood transfusion, which poses a significant threat to blood safety. In this review, we summarize current understanding of OBI, challenges, and its implication in blood safety.</p>
</abstract>
<kwd-group>
<kwd>occult hepatitis B virus infection (OBI)</kwd>
<kwd>blood transfusion transmission</kwd>
<kwd>blood testing</kwd>
<kwd>blood safety</kwd>
<kwd>HBV prevention and control</kwd>
</kwd-group>
<counts>
<fig-count count="3"/>
<table-count count="3"/>
<equation-count count="0"/>
<ref-count count="144"/>
<page-count count="14"/>
<word-count count="5460"/>
</counts>
<custom-meta-wrap>
<custom-meta>
<meta-name>section-in-acceptance</meta-name>
<meta-value>Viral Immunology</meta-value>
</custom-meta>
</custom-meta-wrap>
</article-meta>
</front>
<body>
<sec id="s1" sec-type="intro">
<label>1</label>
<title>Introduction</title>
<p>HBV infection causes a significant liver disease and poses a global public health challenge. The World Health Organization (WHO) estimates that approximately 296 million people worldwide were chronically infected with HBV in 2019, resulting in 820,000 deaths, primarily due to cirrhosis and hepatocellular carcinoma (HCC) (<xref ref-type="bibr" rid="B1">1</xref>, <xref ref-type="bibr" rid="B2">2</xref>). Although WHO has established a mandate to eliminate HBV by 2030 (<xref ref-type="bibr" rid="B2">2</xref>, <xref ref-type="bibr" rid="B3">3</xref>), OBI remains difficult to be detected in routine blood screening due to its low viral load and intermittent nature. Previous study indicates that transfusions from donors with OBI are estimated to cause HBV infection in 8-29% of recipients (<xref ref-type="bibr" rid="B4">4</xref>), thereby presenting a significant threat to blood safety. We summarize the pathogenesis and prognosis of OBI, its epidemiology, the limitations of current diagnostic and screening techniques, the impact on blood safety, and strategies for its prevention and control in order to ensure blood safety.</p>
</sec>
<sec id="s2">
<label>2</label>
<title>The definition of OBI</title>
<p>Transfusion safety issues have been an increasing concern among researchers since the late 1970s, when studies confirmed that blood from donors containing hepatitis B core antibodies (anti-HBc) but no detectable HBsAg or hepatitis B surface antibodies (anti-HBs) could transmit hepatitis B through blood transfusions (<xref ref-type="bibr" rid="B5">5</xref>, <xref ref-type="bibr" rid="B6">6</xref>). Subsequently, with the development of molecular biology techniques, cases of HBsAg-negative but HBV DNA-positive liver disease and transmission were discovered, which gradually led to the definition of &#x201c;occult hepatitis B infection (OBI)&#x201d; (<xref ref-type="bibr" rid="B7">7</xref>&#x2013;<xref ref-type="bibr" rid="B12">12</xref>).</p>
<p>OBI is defined as the presence of replication-competent HBV DNA (<italic>i.e.</italic> episomal HBV covalently closed circular DNA [cccDNA]) in the liver and/or HBV DNA in the blood of people who test negative for HBsAg by currently available assays (<xref ref-type="bibr" rid="B13">13</xref>, <xref ref-type="bibr" rid="B14">14</xref>). Due to strong suppression and clearance pressure from the host immune system, HBV cccDNA exhibits low-level replication typically below 200 IU/mL or intermittent occurrence, which pose significant challenges to routine screening assays (<xref ref-type="bibr" rid="B13">13</xref>&#x2013;<xref ref-type="bibr" rid="B16">16</xref>). Specifically, currently available OBI screening technologies frequently fail to detect OBI due to insufficient sensitivity or inadequate ability to detect virus mutations (<xref ref-type="bibr" rid="B17">17</xref>). Improvements in quantitative HBV marker detection methods and enhancements in the performance of detection reagents and instruments can significantly increase the OBI yields or reclassify them as chronic HBV infections (CHB) (<xref ref-type="bibr" rid="B18">18</xref>&#x2013;<xref ref-type="bibr" rid="B22">22</xref>).</p>
<p>Accurate identification of &#x201c;occult&#x201d; and &#x201c;overt&#x201d; HBV infection status is valuable for HBV prevention and control. In routine testing, serological testing is primarily used to accurately identify these two infection states. Two types of serological test results are often presented in OBIs: those that are positive(80%) for anti-HBc and/or anti-HBs, and those that are negative(20%) for both (<xref ref-type="bibr" rid="B13">13</xref>, <xref ref-type="bibr" rid="B14">14</xref>, <xref ref-type="bibr" rid="B23">23</xref>, <xref ref-type="bibr" rid="B24">24</xref>). Especially, due to the lack of serological markers, serological negative OBI and the window phase (WP) of acute or chronic hepatitis B infection are classified as &#x201c;primary OBI&#x201d; (<xref ref-type="bibr" rid="B1">1</xref>, <xref ref-type="bibr" rid="B13">13</xref>, <xref ref-type="bibr" rid="B25">25</xref>, <xref ref-type="bibr" rid="B26">26</xref>). In contrast, &#x201c;overt&#x201d; HBV infection is defined as the presence of HBsAg and viral genomic DNA in the blood, which indicates abundant replication and high transcriptional activity of the virus in the host (<xref ref-type="bibr" rid="B1">1</xref>, <xref ref-type="bibr" rid="B27">27</xref>). As shown in <xref ref-type="fig" rid="f1">
<bold>Figure&#xa0;1</bold>
</xref>, HBV infects the host and gradually produces specific markers such as, HBV DNA, HBsAg, anti-HBc, and anti-HBs as the virus continues to replicate. However, when encountering strong immune pressure from the host, HBV exists in a state of low replication state in which HBV DNA levels fluctuate around the lowest detection limit and are only detected intermittently. This is commonly denoted as the OBI state, and in some cases, anti-HBc and anti-HBs gradually disappear, while HBV DNA is the only detectable marker.</p>
<fig id="f1" position="float">
<label>Figure&#xa0;1</label>
<caption>
<p>Serological markers following HBV infection and the occurrence of OBIs (<xref ref-type="bibr" rid="B2">2</xref>, <xref ref-type="bibr" rid="B28">28</xref>) Specific serological markers, including HBV DNA, HBsAg, anti-HBc, and anti-HBs are detected in the blood following HBV infection. OBIs primarily arise from the virus&#x2019;s low replication state in response to host immune pressure. In this condition, HBV DNA levels fluctuate around the lowest detection limit and are only intermittently detectable. In some cases, anti-HBc and anti-HBs gradually decline and HBV DNA is the only detectable marker.</p>
</caption>
<graphic mimetype="image" mime-subtype="tiff" xlink:href="fimmu-16-1663306-g001.tif">
<alt-text content-type="machine-generated">Graph depicting the dynamics of HBV infection markers over time. The x-axis shows duration in months and years, while the y-axis represents relative concentration. Curves represent HBV DNA, HBsAg, IgM anti-HBc, total Anti-HBc, and Anti-HBs. Initial spikes in HBV DNA and HBsAg decrease over time, while Anti-HBs and total Anti-HBc increase. Occult persistence of HBV DNA is noted. WP or primary OBI and OBI phases are indicated. Detection limit is marked near the x-axis.</alt-text>
</graphic>
</fig>
</sec>
<sec id="s3">
<label>3</label>
<title>Mechanisms of OBI formation</title>
<p>OBI results from a complex interplay between HBV and the host. HBV utilizes the host receptor to gain entry into hepatocytes, where rcDNA is released and subsequently converted to cccDNA. This cccDNA serves as a template for the generation of pgRNA and mRNA, ultimately leading to the transcription of HBV DNA and the production of various viral proteins (<xref ref-type="bibr" rid="B1">1</xref>). However, due to host immune response, epigenetic regulation, and viral mutation, HBV cccDNA may exist in a low replication state leading to very low level of HBV DNA without detectable HBsAg in the blood and/or liver tissue, and OBI arises (<xref ref-type="bibr" rid="B14">14</xref>, <xref ref-type="bibr" rid="B29">29</xref>, <xref ref-type="bibr" rid="B30">30</xref>).</p>
<p>Although the detailed mechanism of OBI formation is not completely understood, many studies indicate that host immune response, viral escape mutation, epigenetic regulation and co-infection with other viruses may play an important role.</p>
<p>Firstly, the role of host immune response to HBV infection in OBI occurrence should not be neglected. Under strong immune pressure, HBV replication is significantly suppressed leading to low viral loads and undetectable HBsAg (<xref ref-type="bibr" rid="B31">31</xref>, <xref ref-type="bibr" rid="B32">32</xref>).</p>
<p>Secondly, the appearance of viral escape mutations is also important. HBV genome contains four open reading frames (S,X,P,C), and in order to be able to adapt to the host environment, the virus undergoes continuous mutations in order to escape the immune surveillance (<xref ref-type="bibr" rid="B33">33</xref>&#x2013;<xref ref-type="bibr" rid="B35">35</xref>). Some mutations in the HBsAg &#x201c;&#x3b1;&#x201d; determinant cluster (<xref ref-type="bibr" rid="B36">36</xref>, <xref ref-type="bibr" rid="B37">37</xref>), S-region pres1/pres2 promoter (<xref ref-type="bibr" rid="B18">18</xref>, <xref ref-type="bibr" rid="B33">33</xref>, <xref ref-type="bibr" rid="B38">38</xref>), BCP/PC region (<xref ref-type="bibr" rid="B38">38</xref>), and the HBsAg hydrophilic region (MHR) (<xref ref-type="bibr" rid="B35">35</xref>) affect not only the structure but also the production/secretion of HBsAg, which favor viral immune evasion and ultimately promote OBI formation.</p>
<p>Thirdly, epigenetic regulation may also involve in the formation of OBIs. HBV cccDNA is similar to the chromatin of host cells and histone modifications by methylases and acetylases have been shown to inhibit viral replication (<xref ref-type="bibr" rid="B39">39</xref>&#x2013;<xref ref-type="bibr" rid="B41">41</xref>). In addition, previous study reported a natural glycosylation pattern of HBsAg, which may escape immune-mediated clearance by masking antigenic determinants, leading to the development of cryptic infections (<xref ref-type="bibr" rid="B42">42</xref>).</p>
<p>Last but not the least, co-infection of HBV with other viruses such as HIV or HCV has been shown to inhibit HBV replication and decrease HBsAg production/secretion leading to OBI (<xref ref-type="bibr" rid="B43">43</xref>, <xref ref-type="bibr" rid="B44">44</xref>). <xref ref-type="fig" rid="f2">
<bold>Figure&#xa0;2</bold>
</xref> briefly summarizes the potential mechanisms of OBI formation following HBV infection.</p>
<fig id="f2" position="float">
<label>Figure&#xa0;2</label>
<caption>
<p>Mechanisms of OBI formation. OBI is the result of complex interactions between the HBV and the host. Under the influence of various factors, such as strong immune suppression and clearance by the host, epigenetic regulation, co-infection, and mutation, the OBI state is ultimately formed, which is characterized by the presence of replication-competent viral DNA in the liver (detectable or undetectable HBV DNA in serum), while the individual tests for HBsAg are negative.</p>
</caption>
<graphic mimetype="image" mime-subtype="tiff" xlink:href="fimmu-16-1663306-g002.tif">
<alt-text content-type="machine-generated">Diagram illustrating host immunity, viral mutations, and viral replication in hepatitis B infection. It includes sections on adaptive immunity with components like APCs and CTLs, the liver's innate immune system with Kupffer cells, viral mutation effects on HBV seroclearance, and a step-by-step process of HBV entry, replication, and release in liver cells.</alt-text>
</graphic>
</fig>
<p>As for the outcomes of OBIs, retrospective studies from OBI blood donors have shown that few OBI-infected patients spontaneously clear HBV from their bodies (<xref ref-type="bibr" rid="B45">45</xref>, <xref ref-type="bibr" rid="B46">46</xref>), whereas the majority of them ultimately remain in a state of low viral replication and intermittently detectable HBV DNA (<xref ref-type="bibr" rid="B18">18</xref>, <xref ref-type="bibr" rid="B47">47</xref>). As such, transfusion-transmitted HBV infection may occur if blood collection and supply institutions do not shield these OBI donors.</p>
</sec>
<sec id="s4">
<label>4</label>
<title>Challenges in OBI diagnosis and screening in blood institutions</title>
<p>The diagnosis and screening of OBI face several challenges. Due to the low viral load and intermittent viremia inherently associated with OBIs, the viral load may be under the detectable level, resulting in missed diagnoses (<xref ref-type="bibr" rid="B18">18</xref>, <xref ref-type="bibr" rid="B48">48</xref>, <xref ref-type="bibr" rid="B49">49</xref>). Although the detection of cccDNA in the liver tissue is considered the golden standard for the diagnosis of OBI, liver biopsy process itself is invasive, and there is no standardized techniques for detecting HBV DNA in liver tissues (<xref ref-type="bibr" rid="B13">13</xref>, <xref ref-type="bibr" rid="B14">14</xref>). Therefore, screening for OBI primarily relies on serological and molecular testing techniques. However, in practice, several factors contribute to the underdiagnosis of OBIs, including the limited sensitivity of testing methods (<xref ref-type="bibr" rid="B50">50</xref>, <xref ref-type="bibr" rid="B51">51</xref>), inability to detect viral variants (<xref ref-type="bibr" rid="B52">52</xref>), inappropriate ratios of anti-HBs to HBsAg in the samples (<xref ref-type="bibr" rid="B21">21</xref>), and the variability in testing modes and algorithms (<xref ref-type="bibr" rid="B53">53</xref>). Challenges in OBI screening are summarized in <xref ref-type="fig" rid="f3">
<bold>Figure&#xa0;3</bold>
</xref>.</p>
<fig id="f3" position="float">
<label>Figure&#xa0;3</label>
<caption>
<p>Challenges in OBI diagnosis and screening. &#x2460; Reduced secretion of HBsAg caused by Host immunity pressure suppressed the secretion of HBsAg, which is under detection limit of the commercial reagents leading to detection failure. &#x2461; Viral mutations cause changes in the spatial conformation of HBsAg, which cannot be recognized by monoclonal antibodies and lead to detection failure of commercial reagents. &#x2462; Formation of antigen-antibody complexes in the blood, which cannot be recognized by commercial reagents and lead to detection failure. &#x2463; Mutations in viral genes may result in altered gene sequences or reduced synthesis of HBV DNA, which then lead to testing failure by NAT.</p>
</caption>
<graphic mimetype="image" mime-subtype="tiff" xlink:href="fimmu-16-1663306-g003.tif">
<alt-text content-type="machine-generated">Illustration showing factors impacting Hepatitis B virus (HBV) testing in OBI individuals. A blood sample is taken from a person and placed in a test tube. Four main issues affecting testing are depicted: 1) Reduced secretion of HBsAg; 2) Viral mutations altering HBsAg conformation; 3) Formation of antigen-antibody complexes; 4) Mutations in HBV genes. These factors lead to challenges in serologic testing and nucleic acid testing (NAT), highlighted by the inability to detect antibodies or viral genes accurately.</alt-text>
</graphic>
</fig>
<sec id="s4_1">
<label>4.1</label>
<title>Challenges in serologic testing</title>
<p>HBsAg is widely used as a serum marker for screening and diagnosis of HBV infection, and the lowest limit of detection of the commercial reagents is 0.05 IU/mL (<xref ref-type="bibr" rid="B54">54</xref>, <xref ref-type="bibr" rid="B55">55</xref>). Some studies demonstrated that 18.2%&#x2013;61.5% of samples previously classified as HBsAg negative by conventional assays were tested positive for HBsAg by ultrasensitive methods (<xref ref-type="bibr" rid="B17">17</xref>). In addition, the insufficient ability of commercial testing reagents to detect virus mutations is another factor contributing to missed detection of OBIs. Once the altered spatial conformation or reduced secretion of the HBsAg derived from HBV mutations occur, HBsAg cannot be recognized by the commercial monoclonal antibody reagent, resulting in testing failures (<xref ref-type="bibr" rid="B52">52</xref>, <xref ref-type="bibr" rid="B56">56</xref>). In addition, the formation of antigen-antibody complexes in OBI blood can also cause detection failure (<xref ref-type="bibr" rid="B21">21</xref>, <xref ref-type="bibr" rid="B34">34</xref>, <xref ref-type="bibr" rid="B57">57</xref>).</p>
</sec>
<sec id="s4_2">
<label>4.2</label>
<title>Challenges in nucleic acid testing</title>
<p>Nucleic acid testing (NAT) used for blood screening primarily include transcription-mediated nucleic acid amplification assays (TMA) and real-time polymerase chain reaction (PCR) (<xref ref-type="bibr" rid="B47">47</xref>). For NAT, the lower limit of most commercially available HBV DNA tests ranges from 10 to 20 IU/ml, while for blood products sensitivity is higher (1.4 to 12 IU/ml) and specificity (99.9%) in blood-supplying institutions (<xref ref-type="bibr" rid="B53">53</xref>, <xref ref-type="bibr" rid="B58">58</xref>, <xref ref-type="bibr" rid="B59">59</xref>).The sensitivity of the mini pool (MP-NAT) decreases as the number of samples mixed in the mini pool increases, suggesting that insufficient sensitivity of the MP-NAT testing could also lead to missed OBIs detection (<xref ref-type="bibr" rid="B60">60</xref>, <xref ref-type="bibr" rid="B61">61</xref>). Additionally, an American comprehensive study from 22.4 million blood donors revealed that only 43/404 (10.6%) OBIs could be detected by MP-NAT, and most OBIs (361/404, 89.4%) could only be identified by individual testing (ID-NAT) (<xref ref-type="bibr" rid="B19">19</xref>). In addition, when the viral genome mutates, it cannot be amplified by primer recognition, resulting in nucleic acid detection failure (<xref ref-type="bibr" rid="B62">62</xref>, <xref ref-type="bibr" rid="B63">63</xref>). Notably, given that the HBV DNA level of OBI usually fluctuates around the lowest detection limit, and is only detectable intermittently, these factors also increased the possibility of testing failure (<xref ref-type="bibr" rid="B61">61</xref>). Further, although the laboratory&#x2019;s MPX Taq screening assay is a quantitative method in which the Ct value reflects the viral load in the blood sample, it follows Poisson distribution and the Ct value may fluctuate when the viral load is close to the lowest detection limit, leading to inconsistent results and undetectable OBIs (<xref ref-type="bibr" rid="B53">53</xref>, <xref ref-type="bibr" rid="B61">61</xref>, <xref ref-type="bibr" rid="B64">64</xref>).</p>
</sec>
</sec>
<sec id="s5">
<label>5</label>
<title>The prevalence of OBIs in blood donors</title>
<p>The global prevalence of OBIs varies significantly due to differences in geographical locations, detection sensitivities of assay used, host immune responses, and vaccine availability, and it ranges from 0.06%-12% in general population (<xref ref-type="bibr" rid="B4">4</xref>). As shown in <xref ref-type="table" rid="T1">
<bold>Table&#xa0;1</bold>
</xref>, meta-analyses indicate the prevalence of OBIs in blood donors ranges from 0.0003%-16.48% depending on different study populations. Even in the same country (E.g., China), the prevalence varies considerably in different regions, and prevalence of OBIs in blood donors in Heyuan is 0.16% while 0.0378% in Zhejiang.</p>
<table-wrap id="T1" position="float">
<label>Table&#xa0;1</label>
<caption>
<p>The prevalence of OBIs in blood donors in different countries/regions/city.</p>
</caption>
<table frame="hsides">
<thead>
<tr>
<th valign="middle" align="left">Country/region/city</th>
<th valign="middle" align="left">Year</th>
<th valign="middle" align="left">OBI yield (%)</th>
<th valign="middle" align="left">Reference</th>
</tr>
</thead>
<tbody>
<tr>
<td valign="middle" align="center">Sudan</td>
<td valign="middle" align="center">2020</td>
<td valign="middle" align="center">16.48</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B76">76</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Guinea</td>
<td valign="middle" align="center">2022</td>
<td valign="middle" align="center">15.60</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B77">77</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Egypt</td>
<td valign="middle" align="center">2023</td>
<td valign="middle" align="center">12.00</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B78">78</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Cameroon</td>
<td valign="middle" align="center">2024</td>
<td valign="middle" align="center">4.5</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B37">37</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Africa</td>
<td valign="middle" align="center">2024</td>
<td valign="middle" align="center">3.18</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B70">70</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Vietnam</td>
<td valign="middle" align="center">2022</td>
<td valign="middle" align="center">0.30</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B79">79</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">He Yuan, China</td>
<td valign="middle" align="center">2022</td>
<td valign="middle" align="center">0.16</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B18">18</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Da Lian, China</td>
<td valign="middle" align="center">2022</td>
<td valign="middle" align="center">0.097</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B46">46</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Switzerland</td>
<td valign="middle" align="center">2022</td>
<td valign="middle" align="center">0.061</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B65">65</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Zhe Jiang, China</td>
<td valign="middle" align="center">2021</td>
<td valign="middle" align="center">0.0378</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B47">47</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">France</td>
<td valign="middle" align="center">2022</td>
<td valign="middle" align="center">0.0071</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B66">66</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Madrid, Spain</td>
<td valign="middle" align="center">2020</td>
<td valign="middle" align="center">0.003</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B80">80</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">England</td>
<td valign="middle" align="center">2021</td>
<td valign="middle" align="center">0.00038</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B67">67</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">The United States</td>
<td valign="middle" align="center">2018</td>
<td valign="middle" align="center">0.0018</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B19">19</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Australia</td>
<td valign="middle" align="center">2019</td>
<td valign="middle" align="center">0.0013</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B81">81</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">Canada</td>
<td valign="middle" align="center">2019</td>
<td valign="middle" align="center">0.0003</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B81">81</xref>)</td>
</tr>
</tbody>
</table>
</table-wrap>
<p>It is important to note that the prevalence of OBIs may be underestimated due to several factors: a) Sample limitations: many OBI-related studies rely on limited retrospective data and the OBI-containing blood/organs may have been used clinically even when OBIs were identified (<xref ref-type="bibr" rid="B65">65</xref>&#x2013;<xref ref-type="bibr" rid="B67">67</xref>). b) Lack of screening and shielding policies: Nucleic acid testing has not been routinely performed in low- and middle-income countries, leading to many cases of undetected OBIs (<xref ref-type="bibr" rid="B37">37</xref>, <xref ref-type="bibr" rid="B68">68</xref>&#x2013;<xref ref-type="bibr" rid="B73">73</xref>). Furthermore, most countries have no shielding policies in place for OBI donors, which results in blood donations from repeated OBI donors, increasing the risk of transfusion-transmitted HBV infection (<xref ref-type="bibr" rid="B72">72</xref>, <xref ref-type="bibr" rid="B74">74</xref>). c) Inadequate sample storage: The absence of donor and/or recipient samples complicates traceability (<xref ref-type="bibr" rid="B67">67</xref>). And d) Differences in analytical methods: Variations in the analytical methods employed across different studies affect the consistency of the results (<xref ref-type="bibr" rid="B16">16</xref>, <xref ref-type="bibr" rid="B67">67</xref>, <xref ref-type="bibr" rid="B75">75</xref>).</p>
</sec>
<sec id="s6">
<label>6</label>
<title>The impact of OBIs on blood safety</title>
<p>It is extremely difficult to detect OBIs by routine screening assays, which may result in HBV infections in recipients (<xref ref-type="bibr" rid="B49">49</xref>, <xref ref-type="bibr" rid="B82">82</xref>). Previous study indicated that HBV infection was detected in 8-29% (<xref ref-type="bibr" rid="B4">4</xref>) of recipients who received OBI-containing blood. Moreover, the absence of effective screening and shielding policies for OBI donors increased TT-OBIs (<xref ref-type="bibr" rid="B74">74</xref>, <xref ref-type="bibr" rid="B75">75</xref>). It is worth noting that a single bag of donated blood may be processed to different blood products. In other words, a single bag of OBI blood may lead to HBV infection in multiple recipients (<xref ref-type="bibr" rid="B49">49</xref>). Unfortunately, most studies investigating OBI transmissions lack experimental validation and clinicians may overlook patients who do not exhibit overt signs of acute hepatitis (<xref ref-type="bibr" rid="B13">13</xref>, <xref ref-type="bibr" rid="B28">28</xref>). Furthermore, healthcare workers may be hesitant to trace infections to avoid potential medical disputes, missing opportunities for timely intervention following transfusion of OBI blood (<xref ref-type="bibr" rid="B49">49</xref>).</p>
<p>After being transfused with OBI blood, recipients may be infected with HBV and this leads to clinical transfusion safety incidents (<xref ref-type="bibr" rid="B83">83</xref>&#x2013;<xref ref-type="bibr" rid="B86">86</xref>). For instance, A recent study showed that anti-HBc positivity increased to 37.7% in children with leukemia who received blood transfusions during immunosuppressive therapy, suggesting that transfusion of potentially OBI-containing blood may lead to passive transfer of anti-HBc and anti-HBs (<xref ref-type="bibr" rid="B87">87</xref>). Likewise, a study by Allain et&#xa0;al. (<xref ref-type="bibr" rid="B84">84</xref>) showed that 3 patients developed sepsis and hepatitis after receiving blood products containing OBI. In the worst scenario, Spreafico et&#xa0;al. (<xref ref-type="bibr" rid="B83">83</xref>) reported that a case of a bone marrow transplant patient with a hematologic disorder who received OBI blood resulted in viral activation and eventual death from acute liver failure. Examples of TT-OBIs in different countries/regions were summarized in <xref ref-type="table" rid="T2">
<bold>Table&#xa0;2</bold>
</xref>.</p>
<table-wrap id="T2" position="float">
<label>Table&#xa0;2</label>
<caption>
<p>TT-OBIs reported in different countries/regions.</p>
</caption>
<table frame="hsides">
<thead>
<tr>
<th valign="middle" align="center">Year</th>
<th valign="middle" align="center">Country/region</th>
<th valign="middle" align="center">Number of OBI blood (units)</th>
<th valign="middle" align="center">Ratio of recipients infected (%)</th>
<th valign="middle" align="center">HBV Genotype</th>
<th valign="middle" align="center">Reference</th>
</tr>
</thead>
<tbody>
<tr>
<td valign="middle" align="center">2007</td>
<td valign="middle" align="center">Japan</td>
<td valign="middle" align="center">95</td>
<td valign="middle" align="center">1/33 (3)</td>
<td valign="middle" align="center">C (A)</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B88">88</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">2011</td>
<td valign="middle" align="left">HongKong, China</td>
<td valign="middle" align="center">10(67)</td>
<td valign="middle" align="center">1/49 (2)</td>
<td valign="middle" align="center">B/C</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B89">89</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">2011</td>
<td valign="middle" align="center">Taiwan, China</td>
<td valign="middle" align="center">11(75)</td>
<td valign="middle" align="center">3/13 (23)</td>
<td valign="middle" align="center">B</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B90">90</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">2013</td>
<td valign="middle" align="center">Europe</td>
<td valign="middle" align="center">24 (105)</td>
<td valign="middle" align="center">46/105-15(29)</td>
<td valign="middle" align="center">A/D</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B84">84</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">2015</td>
<td valign="middle" align="center">Australia</td>
<td valign="middle" align="center">/</td>
<td valign="middle" align="center">(0.2&#x2013;3. 3)</td>
<td valign="middle" align="center">/</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B91">91</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">2019</td>
<td valign="middle" align="center">UK</td>
<td valign="middle" align="center">3(30)</td>
<td valign="middle" align="center">9/31(29)</td>
<td valign="middle" align="center">D</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B49">49</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">2015</td>
<td valign="middle" align="center">Italy</td>
<td valign="middle" align="center">14</td>
<td valign="middle" align="center">2/14(18.3)</td>
<td valign="middle" align="center">D</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B83">83</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">2016</td>
<td valign="middle" align="center">Netherlands</td>
<td valign="middle" align="center">16</td>
<td valign="middle" align="center">4/82(5)</td>
<td valign="middle" align="center">/</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B92">92</xref>)</td>
</tr>
<tr>
<td valign="middle" align="center">2021</td>
<td valign="middle" align="center">England</td>
<td valign="middle" align="center">25</td>
<td valign="middle" align="center">25/655(3.8)</td>
<td valign="middle" align="center">D/A/E</td>
<td valign="middle" align="center">(<xref ref-type="bibr" rid="B67">67</xref>)</td>
</tr>
</tbody>
</table>
</table-wrap>
</sec>
<sec id="s7">
<label>7</label>
<title>Strategies to reduce the risk of TT-OBIs to enhance blood safety</title>
<sec id="s7_1">
<label>7.1</label>
<title>HBV vaccination</title>
<p>Vaccine administration is one of the most cost-effective measures to control infectious diseases. For example, China introduced the routine immunization with hepatitis B vaccine in 1992 and this significantly reduced the prevalence of HBsAg to 1% in children under five years of age (<xref ref-type="bibr" rid="B93">93</xref>). However, the levels of protective antibodies induced by the vaccine can gradually wane over time, resulting in diminished protection and an increased risk of breakthrough infections (<xref ref-type="bibr" rid="B94">94</xref>&#x2013;<xref ref-type="bibr" rid="B96">96</xref>).Therefore, regular surveillance and identification of breakthrough infections following hepatitis B vaccinations are essential for the long-term prevention of HBV infection (<xref ref-type="bibr" rid="B97">97</xref>). This is particularly important for some special groups such as blood donors, those with hepatitis B-positive family members, public service workers, and medical waste handlers (<xref ref-type="bibr" rid="B98">98</xref>&#x2013;<xref ref-type="bibr" rid="B100">100</xref>). Consequently, regular testing for hepatitis B markers and boost vaccination if needed should be strongly encouraged (<xref ref-type="bibr" rid="B74">74</xref>, <xref ref-type="bibr" rid="B101">101</xref>, <xref ref-type="bibr" rid="B102">102</xref>).</p>
</sec>
<sec id="s7_2">
<label>7.2</label>
<title>Selection of blood donors</title>
<p>Despite significant advances in laboratory screening technologies, the initial step in ensuring blood safety is the selection of unpaid voluntary blood donors who are at lower risk (<xref ref-type="bibr" rid="B60">60</xref>). HBV can be transmitted through various routes, including vertical transmission, blood transfusion, intravenous drug use, sexual contact, tattoos, and piercings (<xref ref-type="bibr" rid="B100">100</xref>, <xref ref-type="bibr" rid="B103">103</xref>, <xref ref-type="bibr" rid="B104">104</xref>). Blood donations from individuals with &#x201c;high-risk behaviors&#x201d; can be effectively excluded through rigorous counseling and screening, which represents an economically feasible and practical approach to ensure blood safety (<xref ref-type="bibr" rid="B72">72</xref>, <xref ref-type="bibr" rid="B77">77</xref>, <xref ref-type="bibr" rid="B103">103</xref>, <xref ref-type="bibr" rid="B105">105</xref>).</p>
</sec>
<sec id="s7_3">
<label>7.3</label>
<title>Pathogen inactivation procedures</title>
<p>Pathogen inactivation (PI) represents a strategic approach to mitigate the risks associated with transfusion-transmitted infections and has been successfully implemented in numerous countries worldwide. It is recommended that all labile blood products and biologics undergo pathogen inactivation to ensure blood safety and sustain a secure blood supply (<xref ref-type="bibr" rid="B106">106</xref>).</p>
</sec>
<sec id="s7_4">
<label>7.4</label>
<title>Novel testing techniques and biomarkers</title>
<p>Given the low viral load and intermittent viremia characteristics of OBI, it is imperative to improve sensitivity and the ability to identify viral variants of the screening assays (<xref ref-type="bibr" rid="B63">63</xref>). This can be achieved by optimizing the detection of various open reading frames in the genome of HBV and multiple epitopes of the viral proteins (<xref ref-type="bibr" rid="B13">13</xref>, <xref ref-type="bibr" rid="B24">24</xref>), as well as by incorporating more sensitive nucleic acid detection methods, such as real-time PCR, nested PCR, and digital PCR (<xref ref-type="bibr" rid="B14">14</xref>). Additionally, considering the intermittent appearance of HBV DNA in the blood, blood specimens should be collected at multiple time points. This can be combined with ultra-high-speed centrifugation, specific adsorption, and other techniques to concentrate the virus before assay was performed (<xref ref-type="bibr" rid="B48">48</xref>, <xref ref-type="bibr" rid="B65">65</xref>), or by increasing the volume of plasma or serum used for DNA extraction (<xref ref-type="bibr" rid="B48">48</xref>, <xref ref-type="bibr" rid="B63">63</xref>).</p>
<p>Importantly, the limitations of serum HBVDNA testing underscore the necessity for complementary testing strategies based on other biomarkers from HBV infection. Anti-HBc testing should be implemented, particularly when obtaining liver tissue is challenging or when HBV DNA is negative but the possibility of OBI cannot be excluded (<xref ref-type="bibr" rid="B107">107</xref>, <xref ref-type="bibr" rid="B108">108</xref>). For instance, a study by Ye et&#xa0;al. (<xref ref-type="bibr" rid="B107">107</xref>) indicated that among 103,356 seronegative blood donors, there were 252 non-resolved donations (which had been released for clinical use). In these 252 cases, alternative methods combining NAT with Nested PCR + qPCR and Roche ECLI were used for serological testing (HBsAg/anti-HBs/anti-HBc/HBeAg/anti-HBe). Ultimately, 17 cases were identified as HBVDNA positive (with all anti-HBc being positive). Previous studies reported that anti-HBc testing was effective in identifying blood donors with OBIs (<xref ref-type="bibr" rid="B2">2</xref>, <xref ref-type="bibr" rid="B14">14</xref>). That is, anti-HBc screening combined with high-sensitivity HBV NAT screening can effectively prevent almost all HBV transmission from OBI donors (<xref ref-type="bibr" rid="B107">107</xref>, <xref ref-type="bibr" rid="B109">109</xref>). In Japan (<xref ref-type="bibr" rid="B110">110</xref>) and France (<xref ref-type="bibr" rid="B66">66</xref>), for example, the implementation of anti-HBc screening has significantly reduced the incidence of transfusion-transmitted HBV infections. However, anti-HBc testing for OBIs also has limitations. The sensitivity and specificity of anti-HBc in identifying occult HBV infections are only 77% and 76%, respectively (<xref ref-type="bibr" rid="B4">4</xref>). Moreover, anti-HBc screening may be impractical in HBV high prevalent countries, such as in China, where anti-HBc screening would eliminate at least 36% of eligible blood donors (<xref ref-type="bibr" rid="B111">111</xref>). Therefore, blood services in each country should decide whether or not to implement anti-HBc testing in the context of HBV prevalence (<xref ref-type="bibr" rid="B112">112</xref>).</p>
<p>Notably, this rare problem should not be overlooked, as we currently know very little about the clinical significance of anti-HBc-negative OBI and serological negative OBI donors (<xref ref-type="bibr" rid="B109">109</xref>). In particular, low levels of HBV DNA and intermittent testing can easily lead to false-negative HBV DNA test results. If we rely solely on serological testing, it is easy to miss some of these serological negative OBI cases (<xref ref-type="bibr" rid="B95">95</xref>). Studies have shown that a small number of OBI are HBVDNA-negative and have all serological markers negative (<xref ref-type="bibr" rid="B48">48</xref>, <xref ref-type="bibr" rid="B52">52</xref>). In addition, it is worth mentioning that donors with only anti-HBs-positive serological characteristics may be in the acute WP or OBI, which has been reported to account for 4.4% (<xref ref-type="bibr" rid="B26">26</xref>) to 11% (<xref ref-type="bibr" rid="B113">113</xref>) of cases and has been associated with blood transfusion-transmitted infection (<xref ref-type="bibr" rid="B109">109</xref>, <xref ref-type="bibr" rid="B114">114</xref>). Similarly, the use of anti-HBs testing should also be evaluated on a case-by-case basis (<xref ref-type="bibr" rid="B114">114</xref>). In practice, for example, in order to prevent serious blood shortages caused by excluding only anti-HBc-positive individuals, the Japanese Red Cross(JRC) Blood Center took measures in 1989 to accept blood from donors with elevated anti-HBs levels(&#x2265;200IU/ml) and low anti-HBc levels. However, transfusion-transmitted HBV infection cases still occurred (<xref ref-type="bibr" rid="B88">88</xref>, <xref ref-type="bibr" rid="B115">115</xref>). Further, it should be noted that although high levels of anti-HBs may reduce the risk of HBV infection to a certain extent (<xref ref-type="bibr" rid="B84">84</xref>, <xref ref-type="bibr" rid="B115">115</xref>), they may not provide sufficient protection for immunodeficient recipients (<xref ref-type="bibr" rid="B46">46</xref>, <xref ref-type="bibr" rid="B47">47</xref>, <xref ref-type="bibr" rid="B82">82</xref>).</p>
<p>Since its introduction in the 1970s, OBIs have remained an area of active investigation. With the advancement of new technologies, a variety of markers and screening techniques have been emerging in clinical practice over the past two decades, and these HBV- related biomarkers include serum HBV RNA, hepatitis B core-related antigen (HBcrAg), quantitative HBsAg (qHBsAg), quantitative anti-HBc (qAHBc), and HBV nucleic acid- related antigen (HBV-NRAg) (<xref ref-type="bibr" rid="B116">116</xref>&#x2013;<xref ref-type="bibr" rid="B118">118</xref>). Some immunological techniques have made great breakthroughs, such as Lumipulse HBsAg Hypersensitivity Assay, the sensitivity, specificity and coefficient of variation (CV) reaches 0.005 IU/mL, 99.8% and &lt;4%, respectively (<xref ref-type="bibr" rid="B51">51</xref>). More valuably, its performance is not affected by clinical treatments, viral gene mutations, or antigen-antibody complexes, establishing a foundation for early diagnosis and treatment to facilitate the mechanistic study of the OBI formation (<xref ref-type="bibr" rid="B17">17</xref>, <xref ref-type="bibr" rid="B51">51</xref>, <xref ref-type="bibr" rid="B119">119</xref>). Molecular diagnostic technologies, particularly those based on Clustered Regularly Interspaced Short Palindromic Repeats (CRISPR), provide new approaches for rapid, sensitive, and portable nucleic acid molecular detection (<xref ref-type="bibr" rid="B120">120</xref>, <xref ref-type="bibr" rid="B121">121</xref>). The detection sensitivity is as low as 0.05 ng/mL, with 100% specificity (<xref ref-type="bibr" rid="B122">122</xref>),which was successfully applied to the detection of HBV DNA with low viral load (<xref ref-type="bibr" rid="B123">123</xref>)and HBV cccDNA (<xref ref-type="bibr" rid="B124">124</xref>). Next Generation Sequencing (NGS) serves as a powerful tool for the detection and research of HBV (<xref ref-type="bibr" rid="B125">125</xref>, <xref ref-type="bibr" rid="B126">126</xref>), which is a robust technology that detects integrated HBV DNA (iDNA) in blood and urine even in CHB patients with a sensitivity of serum viral load &lt;2 IU/mL or even undetectable, and a specificity of at least 99.9% (<xref ref-type="bibr" rid="B127">127</xref>). Particularly in the identification and mechanistic exploration of OBIs. Despite notable progress in sensitivity and specificity of detection methods, challenges persist for low-level HBV markers typical of OBIs, particularly regarding result stability and reproducibility (<xref ref-type="bibr" rid="B47">47</xref>, <xref ref-type="bibr" rid="B53">53</xref>, <xref ref-type="bibr" rid="B61">61</xref>, <xref ref-type="bibr" rid="B64">64</xref>, <xref ref-type="bibr" rid="B128">128</xref>). Transfusion-related cases repeatedly showed that several assays underperformed at low viral loads, raising the risk of OBIs going undetected (<xref ref-type="bibr" rid="B49">49</xref>, <xref ref-type="bibr" rid="B84">84</xref>). Some other investigators have proposed that the minimum infectious dose of HBV in blood transfusion may be as low as 16copies/ml or 3 IU (<xref ref-type="bibr" rid="B49">49</xref>). In order to convey these information, we added <xref ref-type="table" rid="T3">
<bold>Table&#xa0;3</bold>
</xref> to summarize the performance of currently commercialized quantitative HBV markers.</p>
<table-wrap id="T3" position="float">
<label>Table&#xa0;3</label>
<caption>
<p>The performance of currently commercialized quantitative HBV markers.</p>
</caption>
<table frame="hsides">
<thead>
<tr>
<th valign="middle" align="center">HBV markers</th>
<th valign="middle" align="center">Detection technology</th>
<th valign="middle" align="center">Sensitivity LOD, IU/ml</th>
<th valign="middle" align="center">Specificity</th>
<th valign="middle" align="center">Coefficient of variation (CV)</th>
<th valign="middle" align="center">Repeatability</th>
<th valign="middle" align="center">Note</th>
</tr>
</thead>
<tbody>
<tr>
<td valign="middle" rowspan="4" align="left">HBsAg</td>
<td valign="middle" align="left">ELISA (<xref ref-type="bibr" rid="B56">56</xref>)</td>
<td valign="middle" align="left">0.05<break/>(WHO standard 0.011-0.095)</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center"/>
</tr>
<tr>
<td valign="middle" align="left">Architect HBsAg Next (<xref ref-type="bibr" rid="B20">20</xref>, <xref ref-type="bibr" rid="B21">21</xref>, <xref ref-type="bibr" rid="B131">131</xref>)</td>
<td valign="middle" align="center">0.005</td>
<td valign="middle" align="center">99.95-100%</td>
<td valign="middle" align="center">&lt;6%</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="left">HBsAgNx improved OBI yield by 5% (<xref ref-type="bibr" rid="B20">20</xref>)&#x2013;22.3% (<xref ref-type="bibr" rid="B21">21</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">Elecsys HBsAg II(Cobas e 601/e602) (<xref ref-type="bibr" rid="B132">132</xref>)</td>
<td valign="middle" align="center">0.05</td>
<td valign="middle" align="center">100%</td>
<td valign="middle" align="center">&lt;3.2%</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" rowspan="2" align="left">HISCL HBsAg and Elecsys HBsAg II quantitative detection and confirmation results had consistency rates of 98.13% and 96.79%, respectively. HBsAg ELISA test result was negative, but ECLI 0.77% was positive (titers were 0.11 IU/L and 1.73 IU/L, respectively) (<xref ref-type="bibr" rid="B52">52</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">HISCL HBsAg (<xref ref-type="bibr" rid="B133">133</xref>)</td>
<td valign="middle" align="center">0.03</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">&lt; 15%</td>
<td valign="middle" align="center">NA</td>
</tr>
<tr>
<td valign="middle" rowspan="2" align="left">Anti-HBs</td>
<td valign="middle" align="left">Anti-HBs(Elecsys anti-HBs assay (Roche Diagnostics) (<xref ref-type="bibr" rid="B20">20</xref>, <xref ref-type="bibr" rid="B52">52</xref>)</td>
<td valign="middle" align="center">2</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" rowspan="2" align="left">&#x27a2;&#x2003;Anti-HBs levels above 300 mIU/mL may interfere with the detection of samples with extremely low viral loads (<xref ref-type="bibr" rid="B21">21</xref>).<break/>&#x27a2;&#x2003;Anti-HBs has a relatively limited lifespan in circulation, but it can be detected in OBI individuals with HBV-DNA and anti-HBc (<xref ref-type="bibr" rid="B134">134</xref>).<break/>&#x27a2;&#x2003;Enhanced anti-HBs levels promote the body&#x2019;s immune clearance of HBV, reducing the risk of HBV-related cirrhosis and HCC (<xref ref-type="bibr" rid="B97">97</xref>).<break/>&#x27a2;&#x2003;Low viral load seems to be inversely proportional to anti-HBs levels and directly proportional to anti-HBc levels (<xref ref-type="bibr" rid="B47">47</xref>, <xref ref-type="bibr" rid="B52">52</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">Architect anti-HBs assay(Abbott Laboratories) (<xref ref-type="bibr" rid="B20">20</xref>)</td>
<td valign="middle" align="center">10&#x2009;</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
</tr>
<tr>
<td valign="middle" align="left">qHBeAg</td>
<td valign="middle" align="left">Roche Diagnostics&#x2019; Elecsys platform (<xref ref-type="bibr" rid="B135">135</xref>)</td>
<td valign="middle" align="center">0.30</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="left">Anti-HBe often coexist with anti-HBc, which is an indicator that virus replication is under control (<xref ref-type="bibr" rid="B136">136</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">qAnti-HBc</td>
<td valign="middle" align="left">HBcAb-HS (<xref ref-type="bibr" rid="B137">137</xref>)</td>
<td valign="middle" align="center">0.005 - 1.500</td>
<td valign="middle" align="center">100%</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="left">Anti-HBc is the earliest specific antibody to HBV infection and remains detectable throughout chronic infection (<xref ref-type="bibr" rid="B88">88</xref>). It can be combined with highly sensitive NAT for the diagnosis of OBI (<xref ref-type="bibr" rid="B107">107</xref>, <xref ref-type="bibr" rid="B109">109</xref>). The combination between qAnti-HBc and qHBsAg provided a significant predictive value for HBsAg clearance (<xref ref-type="bibr" rid="B138">138</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">HBcrAg</td>
<td valign="middle" align="left">LUMIPULSE G HBcrAg assay<break/>(Fujirebio, Tokyo, Japan) (<xref ref-type="bibr" rid="B139">139</xref>)</td>
<td valign="middle" align="center">3 log U/ml</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="left">In the 23 OBI samples with low HBV DNA levels (mean 29.7 IU/mL), 20 had HBcrAg levels below the detection limit, and two were close to the lower limit of the HBcrAg measurement range (<xref ref-type="bibr" rid="B21">21</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">HBV pgRNA</td>
<td valign="middle" align="left">Abbott m2000sp/rt system (<xref ref-type="bibr" rid="B140">140</xref>)</td>
<td valign="middle" align="center">1.65 log U/ml</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="left">In 23 OBI samples with low HBV DNA levels (mean 29.7 IU/mL), only 2 were pgRNA-positive (<xref ref-type="bibr" rid="B21">21</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">q HBVRNA<break/>(qpgRNA)</td>
<td valign="middle" align="left">dual-target(ORF-X&amp; ORF-C) qRT-PCR approach on the Abbott m2000sp/rt system (<xref ref-type="bibr" rid="B140">140</xref>)</td>
<td valign="middle" align="center">ORF-X LOD: 44.7<break/>ORF-C LOD: 46.8<break/>ORF-X LOQ: 44.7<break/>ORF-C LOQ: 64.6</td>
<td valign="middle" align="center">100%</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="left">HBV DNA viral loads ranged from undetectable to 8.6 log IU/ml. HBV pgRNA was detected in all samples (<xref ref-type="bibr" rid="B140">140</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">NRAg (HBsAg/PreS1Ag)</td>
<td valign="middle" align="left">Hybrid Capture system from Murex3(Abbott Diagnostics, Rungis, France) (<xref ref-type="bibr" rid="B141">141</xref>)</td>
<td valign="middle" align="center">50 pg/ml</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="left">Good intraassay reproducibility with a standard deviation of &lt;1%.</td>
<td valign="middle" align="center"/>
</tr>
<tr>
<td valign="middle" rowspan="12" align="left">HBV DNA</td>
<td valign="middle" align="left">RT-PCR assay on Roche cobas 4800 System (<xref ref-type="bibr" rid="B142">142</xref>)</td>
<td valign="middle" align="center">LOD:4.4<break/>LOQ:10.0</td>
<td valign="middle" align="center">100%</td>
<td valign="middle" align="center">0.5% - 3.5%</td>
<td valign="middle" align="left">LOD: 91%<break/>LOQ: 37.5%<break/>LOB: 100%</td>
<td valign="middle" align="left">Limit of detection (LOD) 4.4 IU/ml<break/>limit of quantitation (LOQ) 10.0 IU/ml<break/>limit of blank (LOB)</td>
</tr>
<tr>
<td valign="middle" align="left">Roche cobas 6800 (<xref ref-type="bibr" rid="B143">143</xref>, <xref ref-type="bibr" rid="B144">144</xref>)</td>
<td valign="middle" align="center">1.48</td>
<td valign="middle" align="center">100%</td>
<td valign="middle" align="center">&#x2264;15%</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center"/>
</tr>
<tr>
<td valign="middle" align="left">Cobas TaqScreen MPX test version 2.0 (Roche Molecular Systems, Inc., NJ, USA) (<xref ref-type="bibr" rid="B17">17</xref>)</td>
<td valign="middle" align="center">2.3</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center"/>
</tr>
<tr>
<td valign="middle" align="left">Quantitative HBV DNA(Roche Diagnostic GmbH, Mannheim, Germany) (<xref ref-type="bibr" rid="B20">20</xref>)</td>
<td valign="middle" align="center">10&#x2009;</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center"/>
</tr>
<tr>
<td valign="middle" align="left">Procleix Ultrio Plus assay on the Tigris platform(Grifols Diagnostic Solutions, Emeryville, CA) (<xref ref-type="bibr" rid="B20">20</xref>)</td>
<td valign="middle" align="center">3.4</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center"/>
</tr>
<tr>
<td valign="middle" align="left">qPCR (<xref ref-type="bibr" rid="B52">52</xref>)</td>
<td valign="middle" align="center">5</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="left">Combined with a concentration of 2.5 mL plasma extraction volume, the LOD is 2 IU/ml (<xref ref-type="bibr" rid="B52">52</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">Nested PCR (<xref ref-type="bibr" rid="B52">52</xref>)</td>
<td valign="middle" align="center">10</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="left">Combined with a concentration of 2.5 mL plasma extraction volume, the LOD is 4 IU/ml (<xref ref-type="bibr" rid="B52">52</xref>).</td>
</tr>
<tr>
<td valign="middle" align="left">Procleix<sup>&#xae;</sup> Panther<sup>&#xae;</sup> system<break/>Procleix<sup>&#xae;</sup> Ultrio Elite<sup>&#xae;</sup> Assay (Novartis Diagnostics, Emeryville, CA, USA) (<xref ref-type="bibr" rid="B47">47</xref>)</td>
<td valign="middle" align="center">ID-NAT: 4.3 (3.8&#x2013;5.0)<break/>discriminatory HBV: 4.5 (4.0&#x2013;5.3)</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" rowspan="3" align="left">Only 42.03% donors were NAT repeated positive in the 138 repeat donors&#x2019; follow up tests. and the viral load level of them exhibit fluctuating state, which can affect the blood safety (<xref ref-type="bibr" rid="B47">47</xref>).</td>
<td valign="middle" rowspan="3" align="center"/>
</tr>
<tr>
<td valign="middle" align="left">Procleix<sup>&#xae;</sup> Tigris<sup>&#xae;</sup> system<break/>Procleix<sup>&#xae;</sup> Ultrio<sup>&#xae;</sup> Assay (Novartis Diagnostics, Emeryville, CA, USA) (<xref ref-type="bibr" rid="B47">47</xref>)</td>
<td valign="middle" align="center">ID-NAT: 10.4<break/>(9.2&#x2013;12.2)<break/>discriminatory HBV: 8.5 (7.6&#x2013;9.8)</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
</tr>
<tr>
<td valign="middle" align="left">Procleix<sup>&#xae;</sup> Tigris<sup>&#xae;</sup> system<break/>Procleix<sup>&#xae;</sup> Ultrio Plus<sup>&#xae;</sup> Assay (Novartis Diagnostics, Emeryville, CA, USA) (<xref ref-type="bibr" rid="B47">47</xref>)</td>
<td valign="middle" align="center">ID-NAT: 3.4<break/>(3.0&#x2013;4.1)<break/>discriminatory HBV: 4.1<break/>(3.5&#x2013;4.9)</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
</tr>
<tr>
<td valign="middle" align="left">CRISPR (<xref ref-type="bibr" rid="B122">122</xref>)</td>
<td valign="middle" align="center">0.05 ng/ml</td>
<td valign="middle" align="center">100%</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center"/>
</tr>
<tr>
<td valign="middle" align="left">NGS (<xref ref-type="bibr" rid="B127">127</xref>)</td>
<td valign="middle" align="center">&lt;2</td>
<td valign="middle" align="center">&gt;99.9%</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center">NA</td>
<td valign="middle" align="center"/>
</tr>
</tbody>
</table>
<table-wrap-foot>
<fn>
<p>NA, not available</p>
</fn>
</table-wrap-foot>
</table-wrap>
<p>Although adoption of novel testing strategies has been shown to be effective in mitigating the transfusion-transmitted HBV infection, additional screening strategies may increase the financial burden on blood institutions and governments. Therefore, it is more cost-effective to optimize current screening protocols to establish a set of stable, reliable, and non-invasive detection paradigms for HBV markers to further ensure blood safety. Such as the HBsAg combined with HBV DNA ID-NAT screening protocol. Ye et&#xa0;al. (<xref ref-type="bibr" rid="B22">22</xref>). analyzed 132,323 donations using MP-6 HBV NAT and ID NAT comparison analysis, which showed that the yield of HBsAg-/DNA+ detected by ID NAT screening (0.12%) was 1.25 times that of MP NAT (0.058%, P &lt; 0.05). To further enhance blood safety, HBsAg and HBV DNA ID NAT screening should be considered in regions/countries with high HBV prevalence. Besides, in low-resource areas, combined testing for HBsAg, anti-HBc, and anti-HBs can effectively reduce the risk of blood transfusion-transmitted HBV infection (<xref ref-type="bibr" rid="B129">129</xref>). Moreover, it is worth mentioning that anti-HBc screening and high-sensitivity HBV NAT screening can effectively prevent almost all HBV transmission from OBI donors (<xref ref-type="bibr" rid="B107">107</xref>, <xref ref-type="bibr" rid="B109">109</xref>). To prevent HBV infection, it is recommended to perform ID-NAT on anti-HBc-positive blood donors, in order to discard plasma with weakly positive or negative anti-HBs but positive anti-HBc, or avoid transfusing anti-HBc-positive plasma to recipients with weakly positive or negative anti-HBs (<xref ref-type="bibr" rid="B130">130</xref>).</p>
<p>In summary, given the complexity of OBI, blood centers need adopt different strategies based on the risk of OBI transmission to improve blood safety. It is recommended that blood centers review the OBI risk assessment and identify OBI risk reduction strategies accordingly, including HBV vaccination, rigorous screening of blood donors, introduction of new technologies, exploration of OBI screening and shielding strategies, encouraging autologous transfusion and blood management, and pathogen inactivation of blood products from donors in areas with high prevalence of HBV.</p>
</sec>
</sec>
<sec id="s8" sec-type="conclusions">
<label>8</label>
<title>Conclusions</title>
<p>Although the risk of transfusion-transmitted infection from blood components has been significantly reduced over the past few decades through rigorous donor selection and enhanced screening tests, a residual risk persists. TT-OBI remains the primary method of HBV transmission. Given the complexities associated with OBI and the absence of currently feasible screening and shielding strategies for blood centers in many countries, OBI presents significant challenges to blood safety. Therefore, it is essential to recruit low-risk voluntarily unpaid blood donors at the source; implement new technologies with mutation detection capacity to enhance sensitivity of current assays; develop appropriate screening and shielding strategies for donors who are OBIs; implement pathogen inactivation procedures, and optimize existing screening protocols to further prevent TT-OBI infections to ensure the highest possible level of blood safety.</p>
</sec>
</body>
<back>
<sec id="s9" sec-type="author-contributions">
<title>Author contributions</title>
<p>LH: Conceptualization, Data curation, Formal Analysis, Funding acquisition, Investigation, Methodology, Project administration, Resources, Software, Supervision, Validation, Visualization, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. BH: Methodology, Project administration, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. QM: Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. BL: Software, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. XPY: Visualization, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. RL: Software, Visualization, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. XW: Data curation, Resources, Visualization, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. JL: Data curation, Formal Analysis, Investigation, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. ML: Conceptualization, Methodology, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. HX: Software, Validation, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. JS: Formal Analysis, Investigation, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. XLY: Conceptualization, Data curation, Formal Analysis, Funding acquisition, Investigation, Methodology, Project administration, Resources, Software, Supervision, Validation, Visualization, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing. LC: Conceptualization, Data curation, Formal Analysis, Funding acquisition, Investigation, Methodology, Project administration, Resources, Software, Supervision, Validation, Visualization, Writing &#x2013; original draft, Writing &#x2013; review &amp; editing.</p>
</sec>
<sec id="s10" sec-type="funding-information">
<title>Funding</title>
<p>The author(s) declare financial support was received for the research and/or publication of this article. The authors acknowledge funds from the following organizations: 1. Innovation Project of Guangxi Graduate Education (YCSW2025253).2. Sanming Project of Medicine in Shenzhen (SZSM202311032). 3. Guangxi Natural Science Foundation Youth Science Foundation, China, NO. 2024GXNSFBA010047. 4. Chinese society of blood transfusion&#x2013;WEGO scientific research fund (CSBT-WG-2022-01). 5. Shengxiang Transfusion Medicine Development Fund of the Chinese Society of Blood Transfusion (Grant No. CSBT-SX-2022-01).</p>
</sec>
<ack>
<title>Acknowledgments</title>
<p>Figures were made using bioRender.</p>
</ack>
<sec id="s11" sec-type="COI-statement">
<title>Conflict of interest</title>
<p>The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.</p>
</sec>
<sec id="s12" sec-type="ai-statement">
<title>Generative AI statement</title>
<p>The author(s) declare that no Generative AI was used in the creation of this manuscript.</p>
<p>Any alternative text (alt text) provided alongside figures in this article has been generated by Frontiers with the support of artificial intelligence and reasonable efforts have been made to ensure accuracy, including review by the authors wherever possible. If you identify any issues, please contact us.</p>
</sec>
<sec id="s13" sec-type="disclaimer">
<title>Publisher&#x2019;s note</title>
<p>All claims expressed in this article are solely those of the authors and do not necessarily represent those of their affiliated organizations, or those of the publisher, the editors and the reviewers. Any product that may be evaluated in this article, or claim that may be made by its manufacturer, is not guaranteed or endorsed by the publisher.</p>
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