Main

Monitoring people on antiretroviral therapy (ART) cost-effectively is crucial for the sustainability of ART programmes in sub-Saharan Africa. In most countries, patients are required to attend clinics every 1 to 3 months for clinical assessment. The cost of which — for personnel, infrastructure and maintenance — is comparable with costs of the antiretroviral drugs themselves1,2,3. In most settings, patients are monitored by a CD4 count measurement every 6 months with clinical observation at least every 3 months, but they are rarely switched to second-line regimens. A reduction in visit frequency for patients who do not require an adherence intervention or a switch to second-line ART would benefit programmes by reducing costs and benefit patients by saving travel costs and time away from work, possibly lowering the rate of default from care4.

The biomarker that most directly measures the ongoing effect of ART is the HIV RNA level in plasma (the viral load). If viral load is suppressed, this indicates that the patient is adhering to the drug regimen and does not carry drug-resistant virus. Data from high-income countries suggest that after 1–2 years of ART with viral-load suppression the visit frequency can be reduced. If the viral load is not suppressed this suggests that there is a need for improved adherence and/or a switch in regimen. In most countries in sub-Saharan Africa, measurement of viral load is not widely available. Quantification of HIV RNA requires sophisticated facilities and skilled staff and the costs have been high, although costs have substantially decreased in the past 5 years5,6. Modelling studies have indicated that there is a benefit to viral-load monitoring compared with monitoring strategies based on the CD4 count or clinical observation7,8,9,10,11,12,13,14,15,16, but viral-load monitoring has not been found to be cost-effective7,10,11,12,13,14, owing to the cost of viral-load tests and second-line regimens. Currently, the most feasible approach to begin to measure viral load in many countries is to collect samples as dried blood spots (DBS). DBS are stable at ambient temperature and can be prepared from capillary whole blood, eliminating the need for phlebotomy services15. Using existing networks for early infant HIV diagnosis, they can be transported to a regional or national laboratory with results subsequently returned to the clinic by, for example, mobile phone text messaging. However, the presence of cells and low sample volume in DBS specimens means that sensitivity and specificity for detecting whether the level is above the 1,000 copies per millilitre threshold that is used to define viral suppression are imperfect and it is unclear if the approach is adequate5,16,17,18,19,20,21,22,23,24,25,26,27. Looking to the future, it is anticipated that point-of-care (POC) tests — tests that enable a decision to be made about patient management during the same visit that the sample is taken — may become widely available28, and this may result in greater accuracy than the use of DBS, as well as facilitating rapid action based on the test result.

In the light of these issues, we consider how HIV treatment programmes in low-income countries in sub-Saharan Africa should monitor patients on ART in a way that is likely to lead to the greatest population health gains from the limited resources available29. We update a model previously used to compare monitoring strategies, incorporating new lower costs and the potential for viral-load-informed 'differentiated care' based on reducing clinic visit costs by reducing visit frequency among virally-suppressed individuals30,31.

Methods

The HIV Synthesis transmission model is an individual-based stochastic model of heterosexual transmission, natural history, clinical disease and treatment of HIV infection that incorporates use of specific drugs, resistance mutations and adherence8,32,33,34,35,36.

ART programme and monitoring strategy modelling

We based our simulated population around that of Zimbabwe and the underlying model is described in detail in the Supplementary Information. We assumed that up to 2015 a CD4 count monitoring strategy has been used. Then we considered the introduction of plausible alternative monitoring strategies and predicted outcomes over 20 years to 2035. The seven main monitoring strategies compared (Table 1) cluster into three main types: clinical observation (with or without targeted CD4 count or viral-load testing in those with clinical disease), regular CD4 count monitoring or regular viral-load monitoring. In the case of viral-load monitoring, we simulate a strategy consisting of off-site laboratory-based testing of DBS using the World Health Organization (WHO) recommended 1,000 RNA copies (cps) ml−1 threshold. Viral load measured as <1,000 cps ml−1 in the past year is assumed to lead to a reduction in non-ART programme costs owing to fewer clinic visits by people on first-line ART. Measurement of viral load 1,000 cps ml−1 or more is assumed to lead to a targeted adherence intervention, which increases adherence in some people. We refer to this strategy as viral-load-informed differentiated care. Regardless of the monitoring strategy used, once strategy-specific failure criteria are met we assume a probability of switching to a second-line regimen of 0.5 per 3 months. In practice, current switch rates are lower than this, even in settings with viral-load monitoring in place37,38,39; we chose this higher probability, however, to be able to discern differences in effects between strategies. In sensitivity analyses we consider a situation in which switch rates are zero. Throughout, we assume monitoring is performed only for people on first-line ART.

Table 1 The seven main monitoring strategies modelled listed by the short name given to the strategy.

We model decreased precision of DBS for measuring viral load by considering the presence of HIV RNA in cells and the small sample volume5,25,40, such that the sensitivity and specificity of the measure for detecting viral load of >1,000 cps ml−1 compared with measurement on a plasma sample are 86% and 92%, respectively (compared with values ranging from 81% to 85% sensitivity and 88% to 99% specificity5 for most assays); we consider other values in sensitivity analysis. We also assume that there is a 3-month delay in the clinician acting on the result, even though results are generally returned to the clinic quicker than this.

Sensitivity analyses were performed to consider: possible differences in population adherence profile, potential increases in sexual behaviour, changes in effectiveness of the adherence intervention triggered by viral load being >1,000 cps ml−1, a policy of initiation of ART at diagnosis, that visit frequency might be reduced in those with a CD4 count of >350 per mm3 in the past year, a zero rate of switch to second-line regimens, differences in the baseline prevalence of HIV, differences in the proportion on ART, differences in the rate of ART interruption if visit frequency has been reduced owing to viral load being <1,000 cps ml−1, a higher discount rate of 5% rather than 3%, and a 10-year rather than a 20-year time horizon. In addition, we considered the effects of whether whole blood or plasma is used, whether the test is done in a central laboratory and incurs the 3-month delay in action or is done at POC with no delay, the threshold to define failure (200, 1,000 or 5,000 cps ml−1, which is only assessed in the context of plasma), and the frequency of measurement (every 6 months, annually or every 2 years).

Last, we focussed on the specific comparison between viral load using DBS and using a plasma-based POC test to quantify the extent of various potential advantageous features of a POC test on its cost-effectiveness in relation to use of DBS. It is important to note that we are considering potential features of a POC test — it is not clear that such features can be delivered, so this analysis is directed mainly towards developers and should not be interpreted as indicating that POC tests will prove to have any of these advantageous features. This is why we chose to consider a plasma-based POC test, although in reality it may be more likely that a whole-blood-based test is used for many POC tests, to avoid a plasma separation step. Further details of how all these aspects are modelled are provided in the Supplementary Information.

Economic analysis

Our objective is to maximize population health — the health benefits associated with the alternative monitoring strategies are estimated using the metric disability-adjusted life years (DALYs) averted — with the available resources. A health sector perspective has therefore been adopted for the analysis. Direct and indirect costs incurred by the patients are excluded. Both costs and health benefits were discounted to present value using a 3% per annum discount rate in our base case. The expected costs and health outcomes associated with each monitoring strategy can be compared to indicate which is likely to represent the best value from the available resources. The cost-effectiveness threshold for a country represents the opportunity costs of resources required to fund the intervention, in terms of the health gains that those resources could generate if used for alternative purposes in the public health-care system41. As such, the threshold for a country is not readily apparent, but US$500 per DALY averted is likely to be at the upper end based on the magnitude of benefit if the resources were spent on other programmatic priorities such as eliminating coverage gaps for ART if these are large42. The modelling results are intended to inform decisions in sub-Saharan African countries such as Zimbabwe classified as low and low-middle income using the World Bank country classifications that have typically struggled to scale-up viral-load monitoring31. The analyses may also be informative for higher income countries in the region (such as South Africa and Botswana) that have already scaled up viral-load monitoring, but are seeking more efficient ways to deliver ART.

Disability weights to calculate DALYs averted were derived from a recent comprehensive study43. Unit costs (in US$ at 2014 prices) are detailed in the Supplementary Information. In brief, costs of viral-load assays are assumed to be $22. This is a fully-loaded cost, counting all components such as reagents, costs of equipment, human resources, buildings, and so on (see Supplementary Information). Because POC viral-load tests are not yet available it was not possible to calculate the cost so we assumed a similar cost of $22, although it is likely that the fully-loaded cost will be higher than this. The cost of measuring CD4 counts is assumed to be $10 (ref. 44). The current annual cost (including supply chain) of the first-line regimen of efavirenz, emtricitabine and tenofovir (assumed to be used as a fixed-dose combination) is assumed to be $144 per person per year and for the second-line regimen of zidovudine, emtricitabine and ritonavir-boosted atazanavir to be $312 per person per year45. Annual programme costs for clinic visits (not including drug, or viral load or CD4 count tests) are $80 per year1,2, with an assumed reduction to $40 per year, after measurement of viral suppression because of reduced clinical visit frequency of every 6 months from every 1 to 3 months (with interim pharmacy-only visits, depending on the amount of drug that can be dispensed).

Results

The status of the simulated population in 2014 is shown in Table S1 in Modelling Methods in the Supplementary Information. Mean predicted outcomes over 20 years are shown in Table 2. The proportion of people who are taking or have taken ART (ART-experienced), who have fulfilled the criteria for failure of first-line ART is Iowest with no monitoring and is below 15% for each of the clinical monitoring strategies. It is highest for the CD4 count monitoring (WHO) strategy (41%) because the failure definition is fulfilled if the CD4 count is below the pre-ART baseline level (which can occur due to high CD4 count variability, and particularly if ART has been interrupted). The proportion is intermediate for the CD4 count monitoring (<200) strategy and viral-load-informed differentiated care using DBS strategies (at 26% and 27%, respectively). The proportion of all people on ART who have viral suppression is highest with the viral-load-informed differentiated care using DBS strategy (86%) and lowest with no monitoring (76%), with the small range of 10% reflecting the generally high levels of adherence (although we consider in sensitivity analyses a situation in which adherence levels are lower and the proportion with viral suppression is accordingly lower). The death rate is markedly lower for the CD4 count and viral-load monitoring strategies than for the other strategies, and this is particularly evident in those among whom viral-load failure has occurred. Notably, there is also a benefit of viral-load-informed differentiated care using DBS on HIV incidence over all the other strategies.

Table 2 Outcomes over 20 years (2015–2035) in people with HIV (age 15–65), according to monitoring strategy.

Costs and their components by monitoring strategy are shown in Figure 1. Programme costs for clinic visits are lowest with viral-load-informed differentiated care using DBS owing to the reduction in clinic visit frequency among virally-suppressed people. Figure 2 shows the cost-effectiveness plane, showing the total incremental DALYs averted in the population over 20 years, together with the incremental costs (both discounted), compared with no monitoring. Owing to the higher death rate of people on ART and higher HIV incidence, the clinical monitoring strategies avert fewer DALYs than the viral load and CD4-count-based monitoring strategies. Additional costs incurred are highest for CD4-count monitoring, particularly the CD4 count monitoring (WHO) strategy. Viral-load-informed differentiated care using DBS averts a similar number of DALYs as CD4-count monitoring and is the most cost-effective strategy owing to the reduction in non-ART programme costs in people with viral suppression, with an incremental cost-effectiveness ratio (ICER) of $326 per DALY averted. Figure 3 depicts how the cost-effectiveness is affected by the assumed costs of viral-load tests and savings in clinic visit costs in people with suppressed viral load. In our base case viral-load test cost of $22, viral-load-informed differentiated care is cost-effective only if reduced clinic visits provide at least a $30 per person per year saving offset.

Figure 1: Overall programme costs.
figure 1

Costs in US$m per 3 months, according to monitoring strategy (mean 2015–2034, discounted at 3% per annum from 2015). ART, antiretroviral therapy; VL, viral load; WHO, World Health Organization.

Figure 2: Cost-effectiveness.
figure 2

Cost-effectiveness plane showing clinical- and CD4-based monitoring strategies along with viral-load-informed differentiated care using dried blood spots. DALYs, disability-adjusted life years; ICER, incremental cost-effectiveness ratio.

Figure 3: Viral load cost-effectiveness.
figure 3

Indication of whether viral-load-informed differentiated care is the most cost-effective monitoring strategy according to cost of viral load tests and reduction in non-antiretroviral (ART) programme costs in people with viral suppression. In the context of cost-effectiveness threshold US$500. Colours indicate which monitoring strategy is economically preferred.

The effect of varying model assumptions are shown in Figure 4 and Supplementary Figure 1. Changes in the sensitivity and specificity of viral-load measurement using whole blood (as used for DBS) did not markedly influence the ICER, nor did the extent of the assumed effect of viral-load measurement >1,000 cps ml−1 on adherence. The ICER for viral-load-informed differentiated care was lower when we assumed lower population adherence and when we assumed higher population levels of unprotected sex, resulting in higher HIV incidence. In a scenario with a switch rate of zero, viral-load-informed differentiated care was cost saving. Confirming the results shown in Figure 3, if no reduction in visit frequency is assumed with viral-load monitoring (Supplementary Fig. 1u) then it is not cost-effective. The only other scenarios in which viral-load-informed differentiated care was not cost-effective was when we considered a 10-year time horizon instead of 20 years and when we considered a doubling of rate of ART interruption in people with a reduced visit frequency owing to viral load being <1,000 cps ml−1 (Figure 4 and Supplementary Fig. 1q and r).

Figure 4: Incremental cost-effectiveness ratio (ICER) for viral-load-informed differentiated care using dried blood spot (DBS) (compared with next less effective strategy on the efficiency frontier) according to changes in assumptions (see Supplementary Figure 1).
figure 4

a, DBS sensitivity 96% and specificity 79% for 1,000 copies per millilitre threshold (versus plasma). b, DBS sensitivity 71% and specificity 97% for 1,000 cps ml−1 threshold (versus plasma). c, DBS sensitivity 88% and specificity 93% for 1,000 cps ml−1 threshold (versus plasma). d, DBS sensitivity 85% and specificity 79% for 1,000 cps ml−1 threshold (versus plasma). e, Poorer population antiretroviral therapy (ART) adherence profile such that proportion with viral suppression with no monitoring/no second-line ART is 68% compared with 76% in base case and HIV incidence is 0.96 per 100 person years compared with 0.84 in base case. f, Future greater increase in sexual behaviour in population such that HIV incidence is 1.46 per 100 person years compared with 0.84 in base case. g, Permanent increase in adherence as a result of viral load measurement alert in none rather than 40%. h, Permanent increase in adherence as a result of viral load measurement alert in 100% rather than 40%. 1i, Policy of initiation of ART at diagnosis. j, Reduced frequency of visits if CD4 count measured >350 in past year. k, Switch rate of 0 (so only benefit of monitoring is to inform who should be seen less frequently). l, Lower prevalence of HIV in 2014 (6% instead of 15% in base case). m, Higher prevalence of HIV in 2015 (33% instead of 15% in base case). n, Lower proportion on ART in 2015 (33% instead of 56% in base case). o, Higher proportion on ART in 2015 (70% instead of 56% in base case). p, 5% discount rate instead of 3%. q, Ten year time horizon instead of 20 year. r, Two times higher rate of ART interruption if visit frequency has been reduced due to viral load being <1,000 cps ml−1. s, Two times lower rate of ART interruption. Based on 200 model runs per strategy for each ofas.

In the base case we have considered there to be a switch rate of 0.5 per 3 months after the strategy-specific failure criteria have been met. In practice, in most settings, despite CD4 counts being measured, switching rates are much lower than this. We compared use of the CD4 count monitoring (WHO) strategy with a low switch rate of 0.05 per 3 months (the current situation in many countries) with viral-load-informed differentiated care with a switch rate of 0.5 per 3 months (Fig. 5). The results suggest that introduction of the viral-load-informed differentiated care using DBS accompanied by a high switch rate would lead to a substantial improvement in DALYs averted with a potential reduction in cost, compared with the current situation. In the simulated model population of Zimbabwe, over 20 years the CD4 count monitoring (WHO) strategy averts 540,000 DALYs compared with no monitoring at a cost of $500 million, whereas viral-load-informed differentiated care using DBS averts 1.12 million DALYs compared with no monitoring at a cost of $361 million.

Figure 5: Comparison with the current situation.
figure 5

The current situation, CD4 count (World Health Organization, WHO) monitoring with a low rate of switching in those meeting the failure criteria (0.05 per 3 months), and viral-load-informed differentiated care with switch rate as in our base case (0.5 per 3 months). DBS, dried blood spot.

We also consider only the viral-load-informed differentiated care strategy and assess the effect of variations in various aspects (Fig. 6); whether whole blood or plasma is used, whether the test is POC (central laboratory testing using whole blood is our DBS scenario above), the threshold to define failure (200, 1,000 or 5,000 cps ml−1, which is only assessed in the context of plasma), and the frequency of measurement (every 6 months, annually or every 2 years). Monitoring every 6 months instead of annually averts more DALYs, but does not seem to be cost-effective at the $500 threshold (ICER = $1,234). Less frequent monitoring (such as every 2 years) would be cost-effective if it were to avert a similar number of DALYs to monitoring every year. However, implementing differentiated care based on viral-load monitoring as infrequently as every 2 years is currently untested and the potential health consequences are unknown, so this strategy is excluded from the comparison (Fig. 6a). Using the 5,000 cps ml−1 threshold also averts DALYs at a similar ICER to the 1,000 cps ml−1 threshold, but with reduced total benefit. Use of a whole blood sample (for example, DBS) instead of a plasma sample is not predicted to result in a marked difference in cost incurred (assuming the same unit cost per test) and a modest (4%) benefit in DALYs averted. There is a small (6%) predicted benefit of POC testing over laboratory monitoring in DALYs averted owing to the fact that the 3-month delay is avoided.

Figure 6: Cost-effectiveness planes showing the effect of viral load measurement frequency, format and threshold, all in the context of viral-load-informed differentiated care.
figure 6

a, Viral load monitoring every 12-months is compared with every 6 months (every 2-year monitoring is excluded from the cost-effectiveness frontier due to unproven ability to base differentiated care on a 2-yearly value; however, if less frequent monitoring could be implemented without adverse health outcomes this would be cost-effective). b, Laboratory whole blood corresponds to dried blood spot (DBS). c, Alternative thresholds to define failure (viral load >200, >1,000 and >5,000 cps ml-1) are compared in the context of laboratory monitoring every 12 months using plasma.

Discussion

Our results suggest that viral-load-informed differentiated ART care, using DBS sampling if necessary, is likely to be cost-effective in low-income settings in sub-Saharan Africa and is a sustainable model for providing ART. That said, the level of savings that result from reduced clinic visits and that can be realized in practice with differentiated care are, so far, uncertain and require monitoring. The level of savings required depends partially on the cost of viral-load testing. With the viral-load test cost of $22 as used in our base case, an annual saving of at least $30 per year in those with viral suppression is required for viral-load-informed differentiated ART care to be cost-effective. Given that annual non-ART-programme costs average around $80 per year2 if patients are being seen every 1 to 3 months, a reduction in visit frequency to once every 6 months, and perhaps for long-term suppressed patients to every 9 to 12 months, should enable such savings. There is little evidence that patients seen at sites with higher non-ART-programme costs have better outcomes2. We estimate, based on modelling of Zimbabwe over 20 years, that in contrast to the current situation in many countries (CD4 count monitoring with low switch rates), introduction of viral-load-informed differentiated care would more than double the number of DALYs averted compared with no monitoring (1.12 million compared with 0.54 million) and deliver these at reduced costs ($360 million compared with $500 million).

A reduction in the frequency of clinic visits could also affect patients' adherence to ART and retention in care. There is evidence that some patients default from care because they are unable to keep up with the intensive clinic visit schedule owing to travel time and cost, and loss of work time4. Notably, retention in care was more than 90% at 4 years among individuals enrolled in community ART clubs in Mozambique, owing, in part, to community-based adherence support, decreased travel requirements and patient preference46,47. We did not include in our model any such adherence or retention benefits associated with differentiated care. There is also the possibility that patients may feel less connected to care with a differentiated care model, and this might have adverse consequences for adherence and retention, although so far there is little evidence to suggest this.

When using the CD4 count to monitor people on ART, the WHO- recommended approach has been to define failure by a CD4 count of <100 cells mm−3 of blood or a decline from pre-ART baseline. Our modelling suggests that, given the high variability in CD4 count and the fact that it is not uncommon for people to interrupt ART for periods of time, this latter component results in low specificity and in many patients with viral suppression being incorrectly categorized as failing and hence switched unnecessarily. The alternative approach we evaluated, similar to that used in the DART trial48, is to define failure based on a CD4 count of <100 mm−3 in years 1–3 on ART, and a CD4 count <200 mm−3 thereafter. This approach performed well in our modelling in terms of the death rate of people on ART (as it did in the trial itself), although it still resulted in a lower rate of viral suppression and hence a higher HIV incidence than with viral-load monitoring, resulting in poorer overall effectiveness. In settings that continue to have a CD4 count capacity, but not viral-load capacity, this suggests that the CD4 count monitoring (<200) strategy should be used until viral-load-informed differentiated care is introduced.

The requirement for frequent clinic visits is partially driven by shortages of ART supplies at a national level, resulting in clinic level rationing of ART quantities dispensed to patients at each visit. Increasing country buffer stocks, as well as improving forecasting of need, could enable longer drug supplies to be prescribed. However, even if it is not possible to prescribe more than a 1–2 months supply of drugs, various approaches can be considered to prevent patients from having to make frequent pharmacy-only visits to clinic46,47,49,50,51,52,53,54. These include community ART groups, whereby one person picks up the drugs for all the members or situations in which patients can pick up medicines in a shop or other non-clinical setting55. Other hurdles to overcome in adopting viral-load-driven reductions in frequency of clinical visits include obtaining buy-in from Ministries of Health for any required task shifting, and provision of human resources for dedicated adherence support for people with high viral load. In addition, support from professional associations of clinical, nursing and pharmacy staff will be important.

The fact that the viral load is a direct measure of the ongoing effect of treatment means it provides an ideal means to differentiate care provision. However, given the wider availability of CD4 count tests, it might be suggested that the CD4 count could be used instead. For example, visit frequency for people with a CD4 count of more than 350 mm−3 could be reduced. This would result in a similar reduction in clinic visit costs to viral-load-informed differentiated care. The effectiveness of such an approach is unknown, however, and it would lead to some people in whom adherence is low and/or resistance is present, and viral load is high, being asked to visit clinic less frequently. It is well established that CD4 counts can remain high when virological failure is occurring56 and, likewise, that the CD4 count can remain low despite full virologic suppression. Thus, the negative effects of such a strategy would be a concern and, although we did model this as a potential strategy (Supplementary Fig. 1j) it is possible that we did not fully capture the extent of these negative effects.

We have largely focussed on use of DBS rather than plasma collection as an approach. Although plasma samples from a venepuncture and sample separation are an ideal sample, for transport of more than 6–24 hours this requires cold temperatures and so the approach is only likely to be applicable in areas for which samples can reach the laboratory in that time.

Although we have argued that a DBS approach is feasible in most settings, this is not to say that the approach is working well everywhere57. It is important that there is investment in improvements to existing systems, including diagnostics laboratories and logistics of specimen distribution, and we have endeavoured to capture these costs as part of our overall costs of delivering viral-load testing using DBS. It is notable that most studies that have evaluated viral load using DBS compared with plasma have been performed in a laboratory setting using venepuncture samples and a capillary tube (which measures a precise 100 μl whole blood) to fill in the DBS card. Few studies are available to assess the performance of DBS in the real-world scenario — where it is hot, where sample-transport times are long, where venepuncture is not an option, and where samples are from a finger prick rather than a capillary tube — although one such study has found encouraging findings27. Our finding that viral-load-informed differentiated care is cost-effective was robust to low levels of sensitivity or specificity using DBS (Fig. 4, Supplementary Fig. 1).

We simplified the comparison of types of viral-load test by breaking them down according to whether they are done at POC or in a laboratory and whether the sample consisted of whole blood or plasma. We recognise that this is something of an oversimplification in that, for example, measurement of viral load by POC testing on whole blood may not always have the same sensitivity or specificity as using whole blood in the form of DBS. Improved sensitivity and specificity compared with DBS offers a modest, but real benefit, as does the ability to measure the viral-load level such that it can be acted on in the same day, avoiding a delay until the next visit or the need to contact and recall the patient. Even if a POC viral-load test with the desirable properties we considered does become available it is likely that countries would use a mix of approaches (plasma samples, DBS and POC) depending on settings. It should be noted that the cost we assumed for a POC assay of $22 was used as a placeholder for the actual cost when this is known. It is uncertain whether such tests will be able to be delivered at this cost, as a fully-loaded cost, which takes account of staff operator time, and our results should be interpreted in the light of this.

If differentiated care can be successfully implemented using viral-load monitoring less frequently than every 12 months (for example, every 24 months) our modelling suggests that less frequent monitoring would be expected to be cost-effective. However, the health risks of differentiated care with such infrequent viral-load monitoring are not well understood and may not have been fully captured in our model. Further evidence on whether this approach is feasible, and the health consequences of its implementation, is required. Only in highly resourced health-care systems (with a cost-effectiveness threshold of more than $1,400 per DALY averted) is more-frequent monitoring (for example, every 6 months) expected to be cost-effective.

We found little evidence to support substantial benefits associated with increasing or decreasing the cut-off (viral-load counts >1,000 cps ml−1) at which treatment is considered to have failed. A cut-off of 200 cps ml−1 results in more DALYs being averted — due to identifying people with virological failure earlier — but relies on a plasma-based test (and phlebotomy to achieve sufficient sample volume) and does not meet the $500 cost-effectiveness threshold.

Given the role of viral-load testing for enabling reduced visit frequency, it should also have a role in people on second-line regimens. When evaluating our monitoring strategies we assumed that CD4 count or viral-load tests would only be done in patients on first-line treatment, so we may have understated the benefits of viral-load-informed differentiated care.

We considered whether our base case results would still hold with various alterations in assumptions and settings. In a scenario in which the pattern of adherence was generally poorer than in our base case (leading to 68% of people on ART with viral suppression compared with 82% in our base case) viral-load-informed differentiated care remained cost-effective. This was also true in a scenario with high HIV incidence rate, and scenarios with different HIV prevalence and ART coverage, suggesting that our findings should hold in various settings in the region.

Randomized trials have been performed to compare outcomes from CD4 count and viral-load monitoring, and these have not identified significant differences in outcomes. Such trials have been characterized by relatively short follow-up and low implementation of switching to second-line therapy58,59,60,61,62,63,64, leading to low power to detect differences.

We focussed on monitoring for adults. In children and, more likely, adolescents levels of adherence may be lower than in adults. We did find that our main findings hold in populations with a tendency for lower adherence. However, there may be a greater reluctance to reduce visit frequency as children are growing up and constantly facing new challenges and situations and clinic staff may wish for regular contact to ensure that these new challenges have not led to a drop in adherence. Likewise, there may be a reluctance to reduce visit frequency for women in the year or so post-partum. We also considered whether monitoring more-intensively — every 6 months rather than every 12 months — would be cost-effective for populations with a poorer adherence profile (Supplementary Fig. 1t), but this was not the case. Other limitations of this work include the fact that we considered a hypothetical cohort with simulated outcomes, and future trends are uncertain — particularly in sexual behaviour, levels of male circumcision and adherence to ART. Furthermore, we assume continuation of HIV testing and ART availability at current trends. The profile of new POC viral-load tests is as yet uncertain, as is their cost. However, new diagnostic technologies, including POC viral-load testing and beyond, have great potential to enhance delivery of HIV care. We have investigated uncertainty through a series of one-way and multi-way sensitivity analyses and recognize that there are other approaches, such as probabilistic sensitivity analysis and approximate Bayesian computation that we intend to pursue in further work.

This work provides insight into how to deliver ART monitoring so that it is both effective and cost-effective. As well as providing some specific guidance to programmes, it highlights the need to research this area further to enable us to continue to understand the attributes of programmes and to determine how maximum health gains can be realized for patients with the resources available. We find that evidence is sufficient to recommend viral-load-informed differentiated care that uses DBS, but that further empirical confirmation as the approach is rolled out would be valuable.