Second Edition
This edition first published 2019
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Library of Congress Cataloging‐in‐Publication Data
Names: Dong, M. W., author. Title: HPLC and UHPLC for practicing scientists, second edition / Michael W. Dong. Other titles: Modern HPLC for practicing scientists Description: Second edition. | Hoboken, NJ : Wiley, 2019. | Originally published: Modern HPLC for practicing scientists. 2006. | Includes bibliographical references and index. |
Identifiers: LCCN 2019002892 (print) | LCCN 2019003814 (ebook) | ISBN 9781119313793 (Adobe PDF) | ISBN 9781119313779 (ePub) | ISBN 9781119313762 (paperback)
Subjects: LCSH: High performance liquid chromatography. | Drugs–Analysis. | BISAC: SCIENCE / Chemistry / Analytic.
Classification: LCC RS189.5.H54 (ebook) | LCC RS189.5.H54 D66 2019 (print) | DDC 615.1/901–dc23
LC record available at https://lccn.loc.gov/2019002892
Cover Design: Wiley
Cover Images: Courtesy of Michael W. Dong; Background: © Wasant/Shutterstock
Dr. Michael W. Dong is a principal consultant in MWD Consulting focusing on consulting and training services on HPLC, pharmaceutical analysis, and drug quality. He was formerly Senior Scientist in Analytical Chemistry and Quality Control at Genentech, Research Director at Synomics Pharma, Research Fellow at Purdue Pharma, Senior Staff Scientist at Applied Biosystems/Perkin‐Elmer, section head at Celanese Research Company, and postdoctoral research fellow at Naylor‐Dana Institute for Disease Prevention. He holds a PhD in Analytical Chemistry from the City University of New York and a certificate in Biotechnology from University of California Santa Cruz. He has 120+ publications including a bestselling book on chromatography (Modern HPLC for Practicing Scientists, Wiley). He is an advisory board member of LCGC magazine, American Pharmaceutical Review, Chinese American Chromatography Association, and Connecticut Separation Science Council. He has been a columnist of “Perspectives in Modern HPLC” for LCGC North America since 2013. Michael was born in Shanghai and raised in Hong Kong. He is multilingual, a former Eagle Scout, and a Toastmaster.
Christine Gu
Dr. Christine Gu is currently a Senior Scientist III in the Department of Process Sciences at AbbVie Stemcentrx LLC. She oversees the analytical and DMPK support of Small‐Molecule Discovery and Development by using cutting‐edge HPLC and mass spectrometric technologies. Before joining AbbVie, she worked as a Scientist in the Department of Small Molecule Pharmaceutical Science at Genentech and as a Senior Application Scientist at Thermo Fisher Scientific. She holds a PhD Degree in Toxicology at the University of California at Riverside.
Jennifer Rea
Dr. Jennifer Rea is a Senior Scientist in the Protein Analytical Chemistry Department at Genentech, a Roche company, and has been working in analytical chemistry since 2009. Dr. Rea leads several teams at Genentech, supporting clinical projects in both early‐stage and late‐stage clinical development. Dr. Rea also leads a global chromatography expert team at Roche that develops and validates analytical methods for global QC and R&D use. Jennifer received her BS from the University of California, Berkeley, in 2003 and PhD from Northwestern University in 2009. She has authored 15 publications in the fields of bioanalytical chemistry, biotherapeutics, and gene delivery. Dr. Rea's research interests include developing novel chromatography techniques for protein therapeutics and working with global partners on analytical strategies for next‐generation biotherapeutics.
Taylor Zhang
Dr. Taylor Zhang is a director at Bioanalytical Department at Juno Therapeutics, a Celgene company, leading a group that is responsible for the bioanalytical assays development for the CAR‐T therapies. He was formerly a Principal Scientist and group leader in Genentech and has been in Protein Analytical Chemistry Department since 2006, supporting multiple commercial and clinical stages of biologic process development. He received his PhD in Analytical Chemistry from Iowa State University in 2000. He has authored 30+ publications in the field of bioanalytical chemistry. Dr. Zhang's research interests involve utilizing different bioanalytical techniques for cellular therapeutics and protein therapeutics and developing methods for their quality control, process, and product characterization. He is an advisory board member of LCGC magazine.
It has been 12 years since the publication of the first edition of “Modern HPLC for Practicing Scientists,” and much has changed in HPLC, the world, and my personal life. I wrote the first edition in just 10 months when I worked at Purdue Pharma as a research fellow. I left Purdue and worked at Synomics Pharma at Massachusetts when the book was published in 2006. I relocated shortly afterward to California to work for Genentech as a Senior Scientist for the next eight years. After moving back to Connecticut in 2015, I was contacted by Bob Esposito of Wiley about updating the first edition.
I was hesitant at first to take on this big time commitment, though the good reasons for this project eventually prevailed. First, HPLC has progressed much, and most current HPLC books are in dire need for updates. Second, the format of the first edition paperback book with many figures and tables was well‐received with 8000 copies sold; so the task for a second edition seemed somewhat less formidable. Third, the timing was right with my new role as a self‐employed consultant with more time flexibility and capacity.
I signed the contract with Wiley in April of 2016 and started writing that July. I made steady progress in the next 18 months, completing a rough chapter draft every one or two months and allowing time for national meetings, personal trips, and clients' visits. I took on yoga and swimming so having a writing project provided a good balance between aerobic and intellectual activities. I recruited contributors for two new chapters on LC/MS and biopharmaceutical analysis. By January of 2018, I had reasonable drafts for all my 11 chapters.
Next came the review process. It has not been easy finding good and responsive reviewers. While I had 20+ friends and colleagues whom I enlisted in the past for my various publications, it would be an imposition to ask them again for this projects. Luckily, two remedies came for the rescue.
First was a software called “Grammarly,” which flagged most of my grammatical issues, reducing the editing time for my reviewers. Second, I decided to solicit volunteers from my LinkedIn network (a social media website for professionals), an unconventional move that reaped huge dividends. The review process lasted for four months and significantly improved the quality and clarity of each chapter.
The title of the second edition was changed to “HPLC and UHPLC for Practicing Scientists” to reflect the eminence of UHPLC as the new equipment platform. The scope of the second edition remained an all‐inclusive but concise overview of HPLC presented at an intermediate level. The format was similar to the first edition with an abundance of figures and tables, supported by discussion, case studies, and key references.
The number of chapters increased from 11 to 13, with three new chapters on UHPLC, LC/MS, and biopharmaceutical analysis. Five chapters (1, 2, 5, 6, and 13) were updates while the remaining five were substantial rewrites. The page number increased from 300 to ∼400, reflecting an expanded scope with longer discussions. A quiz section was added to each chapter as a teaching aid as a textbook.
I pondered much about the decision to write the second edition as a sole author. Edited books with multiple authors have many pros and cons such as lack of consistency, style, and a potential loss of editorial control of the content.
I started my career in HPLC as a graduate student in chromatography and continued in the chemical industry as a research chemist, an applications scientist and a marketing specialist for an instrument company, and finally as an analytical and quality control chemist/manager for two pharmaceutical companies and a contract research organization. HPLC has always been my career anchor. I taught short courses in HPLC at national meetings for 20 years and published 120+ articles. These hands‐on experiences in instrumental hardware, data systems, marketing, pharmaceutical analysis, methods development, quality control, and regulatory filings have given me a wide perspective on HPLC as a subject matter expert. As a sole author, I believe that I am in a better position to deliver a concise and comprehensive overview of modern HPLC for practicing scientists.
Norwalk, Connecticut
Michael W. Dong
October 2018
The analytical high‐performance liquid chromatography (HPLC) market represents about 9% of the overall demand for laboratory analytical instrumentation. The technology continues to evolve with expanding applications not only from life science and industrial sectors, but also from applied markets such as environmental, food, and clinical/diagnostics.
HPLC was transformed by the introduction of ultra‐high‐pressure liquid chromatography (UHPLC) systems, made popular by Waters Corporation in 2004 with its ACQUITY UPLC system. At the time of the introduction, HPLC was somewhat of a commodity instrument with more than a dozen HPLC instrument manufacturers. The market was maturing with some vendor consolidation, yet continuing to increase 4–6% annually. Users looked to increase lab productivity and invested in automated solutions.
UHPLC technology revived the HPLC market and challenged chromatographers to rethink chromatography. Additionally, acetonitrile prices were increasing, the global economy was faltering in the financial crisis of the late 2000s, and as a consequence, UHPLC technology became increasingly favorable.
UHPLC had become mainstream, forcing instrument manufacturers to make business decisions to compete at this higher level of performance. As more users migrated to UHPLC, there was a bit of a shakeout from instrument vendors. Users preferred mainstream HPLC instrument companies (Agilent, Shimadzu, Thermo Fisher Scientific, and Waters), which collectively represent more than 85% of the total market for HPLC instruments today.
Many other factors shaped the market for HPLC. Column chemistries, smaller particle sizes, sample prep, automation, and software had played key roles in re‐energizing the market. Chromatographers had a shiny new tool in the lab toolbox, and scientists were finding new ways to tap into its potentials. Manufactures introduced new products to keep up with the speed and efficiency of UHPLC technology that ultimately increased overall laboratory productivity.
Overall, the market for HPLC is forecasted to be robust with an estimated installed base of about 3 00 000 active units. The drivers for today's market continue to be fueled by pharmaceutical and biotechnology R&D. Innovation has been centered on the use of LC/MS instrumentation, particularly high‐resolution mass spectrometry. Proteomics and metabolomics/lipidomics have been the growth engine of the $4.7 billion analytical HPLC market (2017). The use of HPLC in clinical diagnostics is another area that is becoming more widely adopted with Vitamin D tests, newborn screening, and pain management fueling growth. Other key applications buoying the applied market include environmental testing for pesticides, cannabis potency, and food adulteration.
While North America and Europe account for the lion's share of the market, the expansion in Asia, including China, India, and South Korea, as well as other Southeast Asian countries remains strong. Currently, the world economic situation is somewhat in flux due to talks of trade wars and tariffs. Such issues are expected to have a minimal impact on the overall market, mainly due to a small level of cautious spending from chemicals and other industrial sectors. However, overall, the near‐term future for analytical HPLC instruments is strong and projected to increase 6–8%.
Glenn Cudiamat is a market research expert and has been covering chromatography and other the analytical instrumentation since the 1990s. Market size and growth estimates were adopted from TDA's Industry Data , a database of technology market profiles and benchmarks, as well as the 2018 Instrument Industry Outlook report from Top‐Down Analytics (TDA).
August 2018
The author offers sincere appreciation to the 50+ reviewers listed below.
Chapter | Reviewer | |
1 | Introduction | James Stuart of University of Connecticut, Diane Diehl of Waters |
2 | Basic Terms and Concepts | J. Stuart, David Locke of City University of New York, Greg Slack of PharmAssist, R. Ornaf of Vertex, Brian Holder of Merck |
3 | HPLC Columns and Trends | Thomas Waeghe of MacMod, Ron Majors of ChromPrep, Tom Walter of Waters, D. Locke, Alan McKeown of ACT, M. Farooq Wahab of University of Texas Arlington |
4 | HPLC Instrumentation and Trends | Wilhad Reuter of PerkinElmer, Yi He of John Jay College, Michael Heidorn of Thermo Fisher Scientific, Yves Ley of Nestle Skin Health, J. Stuart, Christian Skonberg of Lundbeck, Anthony Provatas of University of Connecticut. David Schiessel of Orange County Water District |
5 | UHPLC | James Jorgenson of University of North Carolina at Chapter Hill, J. Stuart, Pankaj Aggarwal of Pfizer, Naijun Wu of Celgene, Chris Vanselow of Thermo Fisher Scientific, Szabolcs Fekete of University of Geneva, Davy Guillarme of University of Geneva, Justin Shearer of GSK |
6 | LC/MS | Perry Wang of US FDA, Calin Znamirovschi of Sancilio & Co., Tom Buchanan of Thermo Fisher Scientific, Hardik Shah of Massachusetts General Hospital |
7 | HPLC/UHPLC Operation | Matt Mullaney |
8 | Maintenance and Troubleshooting | M. Mullaney, Dwight Stoll of Gustavus Adolphus College, Mangesh Chatre, Giacomo Chiti of Manetti & Roberts |
9 | Pharmaceutical Analysis | David Van Meter of Eurofins EAG Laboratories, Oscar Liu of BeyondSpring, G. Chiti, Harika Vemula of Merck KGaA, Shashank Gorityala of Covance, Dev Kant Shandilya of Eisai Pharmaceuticals, M. Mullaney, |
10 | HPLC Method Development | A. McKeown of ACT, Dawen Kou of Genentech, Tao Chen of Genentech, Imad A. Haidar Ahmad of Merck, B. Holder, Richard Goodin of OMI Industries |
11 | System Qualifications and Method Validation | Kim Huynh of Pharmalytik, Melody Jones of Recro Pharma, Kate Evans of Longboard Consulting, Arindam Roy of Merck, G. Chiti, Patrick Kenny of Thermo Fisher Scientific, Alice Krumenaker of TW Metals LLC |
12 | Biopharmaceutical Analysis | Reed Harris of Genentech, J. Shearer, Phil Humphrey of GSK, Ira Krull of Northeastern University |
13 | HPLC Applications | M. Mullaney, G. Slack of PharmAssist, Delia A. Serna Guerrero of Analitek, Shilpi Chopra or Merial, Cassy Chong of Synthomer |
I am particularly in‐debt to the reviewers of multiple chapters: Prof. David Locke (my mentor), Prof. James Stuart, Dr. Greg Slack, Dr. Alan McKeown, Dr. Justin Shearer, Matt Mullaney, Giacomo Chiti, and Brian Holder.
I also thank my contributors Christine Gu of Abbvie, Jennifer Rea of Genentech, and Taylor Zhang of Juno Therapeutics for the delivery of two fine chapters on LC/MS and biopharmaceutical analysis and Glenn Cudiamat of Top‐Down Analytics for a brief overview of the HPLC market in the Preface.
Norwalk, Connecticut
Michael W. Dong
October 2018