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institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Experimental Design in Validating Models of Infectious Diseases D. M. Bortz Department of Applied Mathematics University of Colorado Boulder, CO 80309 April 26, 2008 ACSMSBB, Raleigh, NC D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

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Page 1: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Experimental Design in Validating Models ofInfectious Diseases

D. M. Bortz

Department of Applied MathematicsUniversity of ColoradoBoulder, CO 80309

April 26, 2008ACSMSBB, Raleigh, NC

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 2: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Outline

1 Introduction

2 Model Selection

3 Experimental Design

4 Bacteremia

5 Summary

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 3: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Motivating Ideas

Many proposed models for pathogenesis of infectious diseasesQuantitative metric to decide best modelExperimental data to support/refute

modelselection ranking

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 4: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Conclusions

1 Model selection in HIV1 DMB & PWN, Bull. Math. Biol., 2006.2 DMB & JC, in progress.

2 Experimental Design1 DMB, et. al., Bull. Math. Biol., 2008.2 DMB, JGY, et. al., in progress.

3 Bacteremia1 Model in Chung, Cartwright, DMB, et.al., Shock, 2008.2 Take blood data early (before 5 hours).

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 5: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Function and Structure Selection

Ho, et.al. Nature 1995Perelson, et.al., Science1996

Model Feature: Viral ProdExponential Decay ~109

Infected T ∗ Cells ~1010

Density Dependence ~1010

Latently Infected Cells ~1010

Eclipse Phase (Delay) ~1011

T T ∗

VI

A

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 6: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Function and Structure Selection

Ho, et.al. Nature 1995Perelson, et.al., Science1996

Model Feature: Viral ProdExponential Decay ~109

Infected T ∗ Cells ~1010

Density Dependence ~1010

Latently Infected Cells ~1010

Eclipse Phase (Delay) ~1011

T T ∗

VI

A

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 7: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Function and Structure Selection

Ho, et.al. Nature 1995Perelson, et.al., Science1996

Model Feature: Viral ProdExponential Decay ~109

Infected T ∗ Cells ~1010

Density Dependence ~1010

Latently Infected Cells ~1010

Eclipse Phase (Delay) ~1011

T T ∗

VI

A

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 8: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Function and Structure Selection

Ho, et.al. Nature 1995Perelson, et.al., Science1996

Model Feature: Viral ProdExponential Decay ~109

Infected T ∗ Cells ~1010

Density Dependence ~1010

Latently Infected Cells ~1010

Eclipse Phase (Delay) ~1011

T T ∗

VI

A

L

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 9: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Function and Structure Selection

Ho, et.al. Nature 1995Perelson, et.al., Science1996

Model Feature: Viral ProdExponential Decay ~109

Infected T ∗ Cells ~1010

Density Dependence ~1010

Latently Infected Cells ~1010

Eclipse Phase (Delay) ~1011

T T ∗

VI

A

L

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 10: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Function and Structure Selection

Ho, et.al. Nature 1995Perelson, et.al., Science1996

Model Feature: Viral ProdExponential Decay ~109

Infected T ∗ Cells ~1010

Density Dependence ~1010

Latently Infected Cells ~1010

Eclipse Phase (Delay) ~1011

T T ∗

VI

A

L

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 11: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Function and Structure Selection

Ho, et.al. Nature 1995Perelson, et.al., Science1996

Model Feature: Viral ProdExponential Decay ~109

Infected T ∗ Cells ~1010

Density Dependence ~1010

Latently Infected Cells ~1010

Eclipse Phase (Delay) ~1011

T T ∗

VI

A

L

VNI

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 12: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Function and Structure Selection

Ho, et.al. Nature 1995Perelson, et.al., Science1996

Model Feature: Viral ProdExponential Decay ~109

Infected T ∗ Cells ~1010

Density Dependence ~1010

Latently Infected Cells ~1010

Eclipse Phase (Delay) ~1011

T T ∗

VI

A

L

VNI

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 13: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Function and Structure Selection

Ho, et.al. Nature 1995Perelson, et.al., Science1996

Model Feature: Viral ProdExponential Decay ~109

Infected T ∗ Cells ~1010

Density Dependence ~1010

Latently Infected Cells ~1010

Eclipse Phase (Delay) ~1011

T T ∗

VI

A

L

VNI

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 14: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

institution-logo

IntroductionModel Selection

Experimental DesignBacteremia

Summary

Model Selection Criteria

Stochastic Complexity

SIC = − log(L(Θ|Data)) +K2log

M2π

+12log |I (Θ)|

= Fit penalty + Complexity penalty

Grünwald, 2007; Hansen & Yu, JASA, 2001.

Rissanen’s Minimum Description Length principleShortest possible code length, given a class of modelsNumber of distinguishable distributionsAIC, BIC for large sample sizesgzip

Mass-spring oscillator : x(t) = A cos(ωt + φ); ω =√

km

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 15: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

HIV Experiment

0 2 4 6 8 10 12 14 16 18 20 22

0

1000

2000

3000

4000

5000

6000

7000

8000

9000

10000

11000

Days

Pla

sma

HIV

RN

A c

opie

s/m

l

Patient 201 on Reverse Transcriptase Inhibitor Therapy

Given finite resources, what sampling strategy should be employed?

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 16: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Numerical Results

DMB & PWN, Bull. Math. Biol., 2006; DMB & JC, in progress.

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 17: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Experimental Design

Toy example

Quadratic model, linear parametersy = f (x) + ε = β0 + β1x + β2x2 + ε with ε ∼ N(0, σ2)

Given (x1, x2, . . . , xM), the design matrix in linear regression is

F =

1 x1 x2

11 x2 x2

2...

......

1 xM x2M

=

f (x1)T

f (x2)T

...f (xM)T

Variances

var(β) = σ2(FTF )−1

var{y(x)} = σ2f (x)T (FTF )−1f (x)

d(x ,P) = Mf (x)T (FTF )−1f (x)

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 18: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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Experimental DesignBacteremia

Summary

3 and 4 Point Designs

|(FTF )−1| = 1/4

L∞-norm=3

|(FTF )−1| = 1/7.0233

L∞-norm=3.8

Minimize |(FTF )−1| (parameter estimate variance)OR L∞-norm (model prediction variance).

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 19: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Existing Mathematical Framework

General Measure of Imprecision Ψ{P} for P a data observationdistribution on X .

D-optimal Ψ{P} = − log |I (P)|, where I (P) =RX f (x)f (x)TdP(x)

G-optimal Ψ{P} = maxx∈X Mf (x)T (FTF )−1f (x)

General Equivalency Theorem (Kiefer & Wolfowitz)Compact domain for XConvexity and Differentiability of ΨTFAE (asymptotic) for

φ(x ,P) = limh→0+

1h

(Ψ{I (P)− h(I (Px)− I (P))} −Ψ{I (P)})

1 P∗ minimizes Ψ{I (P)}2 minx∈X φ(x ,P∗) ≥ 03 φ(x ,P∗) achieves its minimum at points in the design.

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 20: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Model Selection

Complexity (statistical regret) term

K2log

N2π

+12log |I (Θ)|

contains D-optimality condition!Gradient in direction of pdf with one point at x (think Gateauxdifferentiability)

φ(x ,P) = limh→0+

1h

(Ψ{I (P)− h(I (Px)− I (P))} −Ψ{I (P)})

= K − d(x ,P)

= K −Mf (x)T (FTF )−1f (x)

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 21: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Generalized Sensitivity

For which data “locations” is the parameter variance most dramaticallyreduced?

gsinc(i) =

M1M2∑

j=1

F (j)F (j)T

−1

f (i)

• f (i) , (1)

Tomaseth & Cobelli, An. of Biomed. Eng., 1999.

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Generalized Sensitivity

Flow Cytometry

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 23: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Finite Resources

Given M points, where do we place them?Select P to minimize − log |I (P)|

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 24: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Central Venous Catheter

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 25: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Disseminated Bacterial Infections

Dislodgement from biofilm, followed by establishment of newinfection.Can lead to sepsis (widespread activation of inflammation andcoagulation pathways).The leading cause of death in non-coronary ICU patients, and thetenth most common cause of death overall (CDC).Opportunity: Think of heart disease understanding in 1950.

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 26: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Staphylococcus epidermidis

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 27: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Mouse model

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 28: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Mouse equation

LungdLdt

= (aL − dL)L +qL

vLB − qL

vLpLL

SpleendSdt

= (aS − dS)S +qS

vSB

LiverdHdt

= (aH − dH)H +qH

vHB +

qS

vSpSS − qH + qS

vHpHH

BlooddBdt

= (aB − dB)B +qH + qS

vHpHH +

qL

vLpLL−

(qH

vH+

qS

vS+

qL

vL

)B

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 29: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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Experimental DesignBacteremia

Summary

Mouse Simulation

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 30: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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Summary

Identify Partitioning Coefficients pL, pH , & pS

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 31: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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Experimental DesignBacteremia

Summary

Mouse imaging

Chung, Cartwright, Bortz, Jackson, & Younger, Shock, 2008.D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 32: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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IntroductionModel Selection

Experimental DesignBacteremia

Summary

Conclusions

1 Model selection in HIV1 DMB & PWN, Bull. Math. Biol., 2006.2 DMB & JC, in progress.

2 Experimental Design1 DMB, et. al., Bull. Math. Biol., 2008.2 DMB, JGY, et. al., in progress.

3 Murine Bacteremia1 Model in Chung, Cartwright, DMB, et.al., Shock, 2008.2 Take blood data early (before 5 hours).

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 33: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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Summary

Future Work

Relationship between luminescence and bacterial loadSufficiencyDistinguishabilityMaterial costConvergence toward “correct” ordering

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases

Page 34: ExperimentalDesigninValidatingModelsof InfectiousDiseases · institution-logo Introduction Model Selection Experimental Design Bacteremia Summary Outline 1 Introduction 2 ModelSelection

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Summary

Acknowledgments

NIH NIGMSNSF MCTPJ. G. Younger (Michigan)J. Corcoran (CU)K. Wilson (CU/NWU)M. J. Solomon (Michigan)D. Hohne (Michigan)M. Cartwright (Michigan)A. J. Christlieb (Michigan State)

D. M. Bortz Experimental Design in Validating Models of Infectious Diseases