Articles about Anthrax - Part 8
SEATTLE POST-INTELLIGENCER

Thursday, September 9, 2004 · Last updated 2:39 p.m. PT

Panel urges sharing of data on germs

By RANDOLPH E. SCHMID
ASSOCIATED PRESS WRITER

WASHINGTON -- The value of freely sharing data on dangerous germs so vaccines and treatments can be developed outweighs the danger that bioterrorists may use the information to do harm, a scientific panel concluded Thursday.

Scientists and policy-makers have struggled to balance the needs of researchers for all available information with worries their work might somehow be turned against the public. That concern has increased since the attacks of Sept. 11, 2001.

But times have changed since the World War II secrecy dictum that "loose lips sink ships." Thus, a committee convened by the National Research Council concluded that allowing scientists and the public full access to genome data on germs should continue.

"I think we all felt that ultimately, national security needs are best served by facilitating downstream work to develop new diagnostics, new detection devices, new vaccines, new antimicrobial and antiviral compounds, and we just didn't see any way to do that other than continuing with the current open access," said one committee member, Claire M. Fraser.

The committee chairman, Stanley Falkow, said "open access is essential if we are to maintain the progress needed to stay ahead of those who would attempt to cause harm." Falkow is a professor of microbiology and immunology at Stanford University.

Homeland Security Secretary Tom Ridge disagreed with the findings, saying that he does not think making such information openly available is a good idea.

"I want to take a look at the report. But from my point of view, laying out recipes for the creation of systems or weapons of mass effect, I'm not sure the restriction on that is necessarily the infringement of free speech," Ridge said in an interview Thursday with The Associated Press.

But Dr. Anthony Fauci, the National Institutes of Health's infectious disease chief, said he strongly agreed with keeping the current open system.

"The benefits to get 'the good guys' actively involved in developing counter measures far outweigh ... the perceived advantage you might be giving to a terrorist organization, given the fact that these are the kinds of things that, if somebody really wants to get the data anyway, they will get it," Fauci said in a telephone interview.

The committee did suggest creation of an advisory board to review future research and report on any security implications.

Under current law, almost all genome data produced in federally funded research has to be made public.

Some federal agencies had raised concerns that, by using that data on pathogens, terrorists might be able to engineer even deadlier versions of diseases.

Those agencies asked the council, an arm of the National Academy of Sciences, advise them about whether the material should continue to be made public.

Fraser, president of the Institute for Genomic Research in Rockville, Md., pointed out the information, "for the most part, is already in the public domain and it would probably be difficult, if not impossible, to try and remove."

The complete genome sequences of more than 100 germs - including those for smallpox, anthrax, and Ebola hemorrhagic fever - are available to the public in Internet-accessible databases. Hundreds more pathogens are expected to be sequenced in the next few years.

Genome sequences describe the genes of each germ and are essentially the biologic programs that drive the germs and viruses.

"There was also a sense that the international scientific community may not be on the same page, and if the U.S. was to implement new guidelines, restrictions, if it wasn't something that was going to be adopted worldwide, it really would be of limited value," Fraser said in a telephone interview.

She said that individuals, terrorist groups or countries "interested in doing harm could certainly do that with existing strains or isolates that are available," without the need to use genomic information to develop new germs.

The 2001 anthrax-by-mail attacks that killed five people are an example of such a use of currently available pathogens.

Ridge, however, argued that terrorists are sophisticated and can make use of new scientific findings.

"Make no mistake about it," he said. "If we put it out on the Internet, if we put it out in the newspaper, if we put it out in the nightly news, somebody's watching, somebody's recording, and somebody's reporting it and it ultimately gets back to somebody who may or may not use it. It's just the world we live in. It's the globalization of information."

A council report last year focused on how to reduce the potential for misuse of scientific findings without limiting research. The report recommended improved screening of experiments before they are conducted. Also suggested was educating scientists to be aware of the risks and benefits associated with their research.

The new report was prepared at the request of the National Science Foundation, National Institutes of Health, the Homeland Security Department and the CIA.

The academy is a private institution that provides scientific advice under a congressional charter.

SEATTLE POST-INTELLIGENCER

Thursday, September 9, 2004 · Last updated 9:14 p.m. PT

GAO: U.S. underestimated risks of anthrax

By DONNA DE LA CRUZ
ASSOCIATED PRESS WRITER

WASHINGTON -- Public health officials underestimated the health risks when letters containing anthrax spores were handled in five U.S. Postal Service facilities in 2001, delaying medical help to employees, a report released Thursday concluded.

The report by the Government Accountability Office, the investigative arm of Congress, said the Postal Service must revise its guidelines on how it handles future anthrax threats. Two postal workers died from the attack.

"The response to anthrax contamination revealed several lessons, the most important of which is that agencies need to choose a course of action that poses the least risk of harm when considering actions to protect people from uncertain and potentially life-threatening health risks," the report said.

The GAO recommended that the Postal Service clarify the actions it would take under various scenarios, such as when it receives a preliminary report of anthrax contamination or when an employee is diagnosed with anthrax.

Postal Service spokesman Gerry McKiernan said the agency continues to refine its guidelines to be in the best position possible to handle any future anthrax attacks.

The Postal Service relied on public health agencies to assess the health risks to its employees, and the agencies deemed the risks minimal, the GAO said. It was not until the Centers for Disease Control and Prevention confirmed that several postal employees had anthrax that two post offices were closed, in Hamilton, N.J., and the Brentwood location in Washington D.C., the report said.

The GAO's review focused on those two facilities and three others where at least four letters containing anthrax spores were handled in September and October 2001. The contaminated letters resulted in 22 cases of anthrax among the public and postal workers, five of them fatal.

The three other facilities studied were processing and distribution centers in West Palm Beach, Fla., New York City's Morgan location and Wallingford, Conn.

The four letters were mailed to the news media and two U.S. senators, Tom Daschle of South Dakota and Patrick Leahy of Vermont. No one has been arrested in the cases.

Last month, the Postal Service issued its own report that said repeat testing for anthrax was unnecessary in facilities decontaminated following the 2001 anthrax attacks. The Postal Service worked on that report with several federal, health, safety and security agencies.

Continued illness tracking by the Postal Service and federal, state and local health agencies found no evidence of inhalation or cutaneous anthrax in postal employees or customers since November 2001, the Postal Service report said.

The Postal Service is installing anthrax detection equipment in mail handling facilities across the country in hopes of detecting any future attack early and preventing spread of the disease.

Three Years after the Anthrax Letters, Are We Safer?

By Edward R. Winstead
Posted: September 17, 2004
Genome News Network

One of the gravest fears about terrorist threats against the United States is that enemies will use biological weapons. We know anthrax is in the terrorist arsenal. Quite likely, plague is too. But three years after the as yet unsolved case of the anthrax letters, whose senders remain unknown, there is not enough reliable intelligence about how to detect or disarm biological weapons of war.

On this point everyone agrees. Therefore, the United States government is spending billions to generate information about a long list of lethal pathogens. In the research community, business is booming for those scientists who may be able to develop tools for identifying microbial pathogens and the drugs or vaccines to render them harmless.

At the National Institutes of Health alone, the budget for biodefense research topped $1.6 billion for the fiscal year 2004, and spending on all types of anthrax research will be $144 million.

Anthrax is perhaps the most interesting case to date, partly because there was a real episode and because scientists have now developed a genomic model for investigating the pathogen that can be applied to other agents of biological war—and possibly help in the unsolved letters case.

So are we more prepared for a biological attack today than we were three years ago, when someone sent letters laced with anthrax to government offices and the media, killing five people and injuring about two dozen others?

In some respects the answer is “perhaps,” but in a broader sense, the fact is there’s a long way to go.

Still, while nothing would prevent someone from dropping an anthrax letter in a mailbox today, the technology exists to detect anthrax in at least some buildings and post offices. And if anthrax from a research laboratory were used in an attack today, there’s a good chance investigators would identify the source laboratory in a matter of days or weeks.

That’s because anthrax researchers cooperating with the FBI on the letters case have developed an experimental system for rapidly identifying anthrax strains. It can be used to match a sample of anthrax DNA to any known strain or to its nearest genetic relatives, according to a new study that appears in Proceedings of National Academy of Sciences.

“The goal was to develop DNA signatures of the anthrax bacterium that could be used in forensic studies,” says Paul Keim, a researcher at Northern Arizona University in Flagstaff and also at the Translational Genomics Research Institute (TGEN) in Phoenix.

Keim was one of the few researchers who had money to study anthrax prior to 9/11, and his laboratory may have the world’s largest collection of anthrax. By studying five genetically diverse strains in great detail, he and his colleagues laid the foundation for the new identification system.

“We were able to identify very rare genetic differences among the strains, and this will enable us to come up with really effective diagnostic tools,” Keim says. “Certainly the only time you would use this information is if you were investigating an anthrax case or using it in a clinic to see what kind of anthrax a person has.”

With funding from the Department of Homeland Security, Keim’s laboratory is developing new detection technology that he says could be used in buildings to distinguish between anthrax and one of its harmless cousins, thereby preventing potentially expensive false alarms.

“Let’s imagine you have a detector in a post office today that’s monitoring DNA in spores of anthrax,” says Keim. “It could be that a relative of Bacillus anthracis is floating around in there, and it isn’t pathogenic—but it may still set off a false positive in the post office. The ramification is that the nation’s entire network of post offices could be shut down—so you need the detector to be sensitive.”

Prototypes of the detectors are in his laboratory today, he says, and if all goes as planned the detectors could be in post offices next year. “Sooner,” he adds, “if there’s a crisis.”

Asked whether he feels safer today, Keim is a bit evasive, saying that the science today is light years ahead of where it was two and a half years ago and that the new knowledge and forensic tools will make it easier to deal with a crisis. And it may serve as a deterrent.

“Whoever perpetrated the first crime must realize that we have the capability to identify material and to track the material back to its source,” he says. “Whoever did this is presumably aware of what’s going on, and if the person is a scientist, they can read the study.”

“Hopefully,” Keim adds, “the person is out there thinking: When am I going to get caught?”

Anthrax from Around the World

Keim’s laboratory has more than 1,200 anthrax “isolates” from around the world. The main architect of the collection is Hugh Martin-Jones, a veterinary epidemiologist at Louisiana State University in Baton Rouge who since the mid-nineties has obtained anthrax from North and South America, Europe, Australia, and Asia.

The collection started after Martin-Jones traveled to the former Soviet Union with the team investigating an anthrax outbreak that occurred in 1979 because a secret factory producing biological weapons accidentally released anthrax spores into the air. Sixty-six people in the city of Svredlovsk died.

Today Martin-Jones is helping map anthrax outbreaks in Kazakhstan and expects to receive 20 cultures soon. Over the years he’s persuaded colleagues around the world to share their cultures. Samples have arrived in “dribs and drabs,” with 200 strains coming from China at one point.

The major holes in the collection are India, West Africa, and Russia, whose scientists are forbidden by the government to share strains. India, he says, will not share strains with “anyone, anywhere, at any time and this has held them back when they’ve had an outbreak of disease” among animals.

“Anthrax is basically an animal disease and if it gets into humans it’s basically due to veterinary stupidity or because people are slaughtering infected animals,” he says. “Those of us who deal with anthrax know how to handle it.”

As long as humans have been trading animal hides and products made of animal bones, Bacillus anthracis has moved around the globe, as genetic analyses can show. Anthrax can exist in spore form for long periods of time before reproducing and causing an outbreak.

“Lots of people think you can go out and pick up anthrax anywhere, and I tell them, ‘Hey, it’s not like that,’” says Martin-Jones. “The easiest place to get anthrax is in the refrigerator of a laboratory.” The “Ames” strain linked to the letter attacks was widely used to develop vaccines, he notes.

The Ames strain was initially recovered from a dead cow in Texas in 1981 and sent to College Station, Texas, for analysis. At about the same time, the US Army Medical Research Institute in Fort Detrick, Maryland, was looking for anthrax for its program on “defensive” biological weapons.

The strain came to be associated with a town in Iowa because the Texas researchers sent it to Fort Detrick in a prepaid envelope that said “Ames” on it. The strain was subsequently sent to other laboratories in the U.S. and Europe. Tests have shown that the anthrax used in the letter attacks is related to Ames.

Asked whether we are safer today than we were three years ago, Martin-Jones responds that the cumulative effect of all the activity in recent years “has been to make the situation more dangerous than it was at the beginning.”

Apart from some clever diagnostic tests like the ones Keim is developing, he’s not impressed by the new research he’s seen and thinks that the vaccine they’ve been using for years is still probably the best.

When Martin-Jones started working on anthrax eight or nine years ago, everyone in the field knew each other by their first names. “There were no more than ten labs in the nation working with the organism, and now it’s about 310—and they all want virulent strains,” he says.

“In the old days virtually everyone was paid by Department of Defense to do their research because that’s the only place where money came from because the organism wasn’t thought to be of economic importance,” he says. “Now that it’s a bioterrorist threat and money’s available for research, experts have come out of the walls.”

“The whole damn thing is bizarre.”

Sequencing Anthrax Genomes

Back in the fall of 2001, Keim’s collaborators on the anthrax work, scientists at The Institute for Genomic Research (TIGR) in Rockville, Maryland, were sequencing the anthrax genome. Soon after the attacks they received federal money to sequence the strain that killed a photo editor in Florida.

The project was an experiment to see if they could get useful information from a more comprehensive analysis that looked at the entire genome rather than just regions. When the answer turned out to be yes, they embarked on the project with Keim to develop a picture of the genetic diversity of the species.

Anthrax is one of the most genetically similar species known, and surveying the entire genome—all five million letters of DNA—was the only practical way to pick up rare genetic differences.

“We could only have done this through genome sequencing because we never would have found the differences any other way,” says Jacques Ravel, who led the sequencing at TIGR. The project was funded by the National Institute of Allergy and Infectious Diseases (NIAID), which is the main distributor of biodefense dollars within the National Institutes of Health.

After sequencing the five strains, Ravel and his colleagues identified about 1,000 genetic differences among the strains. The differences are sites in the genome where a single genetic letter differs from the norm—what’s called a single nucleotide polymorphism or SNP (pronounced “snip”).

These were sent to Keim’s laboratory, where his team boiled them down to the 24 most informative markers. As a demonstration, the researchers used the markers to accurately place 26 diverse strains on the anthrax family tree.

“Before the study we had a pretty good idea of how different strains were related to each other, but this work provided much greater detail with much more confidence,” says Talima Pearson, a colleague of Keim’s at the University of Northern Arizona who worked on the study.

The study shows that a small panel of markers can provide a great deal of diagnostic information, and this will make it a model for research on other organisms, says Pearson.

Making an Example Out of Anthrax

In the coming months TIGR will use the same strategy in projects on plague and the influenza virus.

“We’re taking the anthrax paradigm and repeating it for other pathogens,” says Claire M. Fraser, president of TIGR. “The more we do this the more convinced we are that you can’t begin to answer questions about these organisms with just one genome sequence.”

And others are likely to follow their example, according to Maria Y. Giovanni, NIAID’s assistant director for microbial genomics and advanced technologies. “What’s important about the anthrax study is that we can now use it as a model for other organisms, whether they are bioterrorism threats or not,” she says.

Keim has already been in touch with scientists who are drafting proposals for genome projects on pathogens, and he tells them that the key is to select diverse strains for sequencing at the outset, because this determines the utility of genetic markers in forensics.

The genetic differences need to be representative of all the branches of the family tree, he says. If you select closely related strains at the beginning, then you’ll miss signature differences in more distantly related strains.

“In the field of genomics we think this insight will be widely appreciated,” Keim says.

The insight comes as NIAID-funded microbial sequencing centers at TIGR and the Broad Institute at the Massachusetts Institute of Technology are churning out data on pathogens to be used by the larger scientific community.

“Our big push is to make tools available for the scientific community so they can develop the drugs, vaccines, and diagnostics that we desperately need,” says Giovanni.

Not everyone thinks it’s a good idea to make the genome sequences of anthrax and plague public. But last week a panel of scientists that included Keim and Fraser issued a report that urged the U.S. government to continue its policy of open access to genomic information.

The panel argued that more good than harm would come from keeping genomic information in the hands of scientists everywhere who are working on drugs and vaccines despite the risk that the information could be misappropriated for other ends.

A National Center for Biodefense

Although the researchers are under a court order not to talk about the anthrax case, they are cooperating with the FBI so it’s safe to assume that their new tools and information have been in the hands of investigators.

Similarly, the researchers are almost certainly working with the new National Bioforensics Analysis Center at Fort Detrick in Frederick, Maryland, which is supposed to be a hub of resources for dealing with biological attacks. The center will eventually house genomic data and materials for conducting forensic tests, among other things.

Just the sort of thing that Keim’s team has developed, with help from TIGR.

If their system had been in place three years ago, would the case of the letters be solved by now?

Again the answer is “perhaps.”

Investigators certainly would have had better leads, but sequencing a few anthrax genomes isn’t going to reveal a killer. In the end, it seems, police work still matters. 

Anthrax-Vaccine Exposé Is On Despite Reported Inoculation

by Steven Zeitchik, PW NewsLine -- 9/23/2004

A title from Basic about anthrax that's likely to cause controversy is going ahead "full-steam" according to the publisher, after a source late last week said the book's publication was in question.

Vaccine A: The Covert Government Experiment That's Killing American Soldiers by Gary Matsumoto, has been touted as one of the publisher's lead titles, with an embargo, a one-day laydown and 100,000 copies ordered. Though details in the book are being kept under tight wraps, it is thought to condemn the government's distribution of the controversial anthrax vaccine to soldiers and describe a public health threat in which "GI's are only the first victims" if the vaccine is distributed widely, according to catalog copy. It is also expected that the book will condemn the vaccine's manufacturer, the hot-button Michigan company BioPort. Matsumoto is a reporter who's done work for ABC News, Fox News and Science on this and other biotech stories.

But perhaps fittingly, the book's publishing story comes with its own share of mystery. Originally scheduling the book for last Tuesday, the house earlier this season pushed it back to October 19. The book has also appeared and then disappeared from online venues, and at press time was not listed on Amazon nor on the Basic Books site. Last week a source inside the company provided a zinger: the book had been pulled, with no word of when, or whether, it would be reinstated. (The title was also changed from the previous In the Name of Defense, though as part of what was said to be an ordinary, if robust, marketing debate.)

But in an interview yesterday Basic Books publisher Elizabeth Maguire said Vaccine A was on track and had already been shipped to the printer. She said that there had been no delays, only some "small editing" changes, and that the changes were not brought on by sensitivity concerns. "[They] were not anything substantive because of legal reads," she said, adding that Matsumoto and editor Bill Frucht had simply "worked out some final context." She suggested that the source's report of a suspension of publication "might be a misinterpretation of what was happening." Maguire attributed the Basic Web omission to a site redesign and said she hadn't been aware of any Amazon problems.

Maguire also dismissed any speculation that delays had been brought about because of any entanglements involving Perseus LLC's other holdings--Perseus LLC, which finances Basic parent Perseus Books, also serves as an investor to more than a dozen biotech firms--as nonsense. "It's never been a concern," she said. "We publish all kinds of controversial books. We publish a range of political ideologies. We never have had any interference from our investors."

The book has excited booksellers because it promises, in an age of bioterror and unconventional weapons, to offer a scathing look at a vaccine that has been argued is both unproven and dangerous. It has also been suggested that the vaccine may have a role in Gulf War syndrome. Maguire said the book will be shipped to media under embargo and that reporters are being asked to sign NDAs.

Family strife blamed on anthrax probe
Doctor says he hit his kin because of investigation and publicity

Saturday, October 02, 2004
BY MARYANN SPOTO
Star-Ledger Staff

The attorney for a doctor whose homes were searched in connection with the unsolved 2001 anthrax attacks said yesterday his client hit his wife and two stepchildren because of the strain of the federal probe.

Yesterday's municipal court appearance in Point Pleasant Beach on the assault charges against Kenneth M. Berry was postponed because the former emergency room physician filed countercharges against those family members, said his attorney, Clifford Lazzaro of Newark.

Berry slipped out of the courtroom without comment, but his attorney, who criticized the federal government's handling of the search, insisted his client will be cleared of any wrongdoing in the anthrax probe. He said the domestic dispute was the culmination of the strain the family was under.

"The great pressure of being scrutinized by the federal government as a responsible party for the anthrax mailings ... I think would be enough to destroy the average citizen and cause cracks to open in that citizen's marriage," Lazzaro said.

Berry, who founded an organization that trains medical professionals to respond to chemical and biological attacks, was jailed Aug. 5 in a strange outgrowth of searches of his home in Wellsville, N.Y., and his parents' summer home in Dover Township.

He has not been charged in the anthrax investigation.

Police charged Berry, 46, with attacking his wife and two of his stepdaughters as the family was checking into a Point Pleasant Beach hotel, where they relocated while federal agents scoured his parents' bungalow.

Lazzaro said Berry also was attacked, which was why he filed assault charges last week.

After the fight, his wife, Tana, obtained a temporary court order restraining him from having any contact with her or the children. A hearing to make that order permanent is scheduled for Monday in Superior Court in Toms River, Lazzaro said.

Yesterday, the FBI refused to discuss the Berry case specifically, but a spokesman said the investigation into the anthrax mailings is "intensely active."

Five people died and at least 17 fell ill after anthrax-laced letters were mailed in the fall of 2001 to two Democratic senators and to media organizations. The incidents alarmed a country still shocked from the Sept. 11 terrorist attacks.

In addition to still being under a cloud of investigation, Berry is facing a crumbling marriage and was fired from his job as an emergency room physician at the University of Pittsburgh Medical Center.

Lazzaro said his client expects to be cleared in a matter of months and then would seek a written letter of apology from the FBI. He said Berry also hopes for a reconciliation with his wife, who lives in their upstate New York home while Berry lives in New Jersey.

Lazzaro and Washington, D.C., attorney John Moustakas, who is representing Berry in the anthrax investigation, said the intense media coverage -- which they said they suspect stemmed from a deliberate leak -- wreaked havoc on their client's private life.

Earlier in the summer, Berry had refused to voluntarily let the FBI search his New York home, and three months later he found himself the subject of a search that was publicized nationwide, Lazzaro said.

"The search warrants could have been conducted in a lawful and legal manner without the press being present," he said. "Is it vindictive? You'd have to ask the government." 

Former UPMC doctor appears in court

By Richard Byrne Reilly
PITTSBURGH TRIBUNE-REVIEW
Saturday, October 2, 2004

POINT PLEASANT BEACH, N.J. -- Dr. Kenneth Berry, a former physician for the University of Pittsburgh Medical Center, lost his job, his family and -- police say-- his temper after he became entangled in the FBI's anthrax investigation in August.

"A lesser person would have gone bananas months ago," said Dennis Trotman, who has vacationed for years on the same street in Ocean Beach as Berry's parents.

Berry said nothing yesterday during a hearing in Point Pleasant Beach Municipal Court on charges he assaulted his wife and stepdaughter after the FBI in August searched Berry's homes in New York and his parents' Ocean Beach summer home for any possible link to the 2001 anthrax mailings that killed five people. Agents also searched Berry's car parked at the Connellsville Airport in Fayette County, where his former wife and two children live, and questioned his former neighbors there.

Berry's lawyer, Clifford Lazzaro, maintained in a complaint filed yesterday that Berry, a emergency room physician previously employed at the UPMC McKeesport hospital, was the victim of an assault by his wife and stepdaughter. 

"The great pressure of being scrutinized by the federal government as a responsible party for the anthrax mailings I think would be enough to cause stress for the average citizen," said Lazzaro.

Berry left court yesterday without being called before the judge. He made no public statement and retreated to the beachfront home of his parents, where some neighbors remember him from the time he was a child.

"I've told him that he needs to take one thing at a time. Resolving this domestic issue first should be his first priority," said Trotman, who said he has known Berry since they were kids.

"He's had a run of bad luck, but this a man who has always tried to do good."

Berry founded PREEMPT Medical Counter-Terrorism in 1997, an organization that trains medical professionals to respond to chemical and biological attacks. The FBI has not commented on Berry's status in the investigation.

The scrutiny, though, has "caused the family to crack," Lazzaro said.

Berry was arrested in Point Pleasant Beach, N.J., on Aug. 5 on domestic charges. Authorities said he had been fighting with four family members at a motel, and the family members required medical treatment. He was released on $10,000 bail.

A hearing is scheduled Monday in Ocean County Superior Court on a temporary restraining order issued Aug. 5, the day of the alleged assault. Berry's wife and stepdaughters are asking that it become permanent.

Lazzaro said Berry hopes to reconcile with his wife, who is living in the family's Upstate New York home.

Five people died and 17 were sickened by the anthrax mailings, which occurred after the Sept. 11 attacks.

Richard Byrne Reilly can be reached at rreilly@tribweb.com or (412) 380-5625.

Anthrax probe a blow to doctor's career, marriage, says lawyer

Published in the Asbury Park Press 10/02/04
By KIRK MOORE
STAFF WRITER

POINT PLEASANT BEACH -- The FBI anthrax investigation and searches of Dr. Kenneth M. Berry's home and Shore vacation cottage have nearly destroyed his career and threaten to do the same to his marriage, the physician's lawyer said after a brief court appearance yesterday.

"The great pressure of being scrutinized by the federal government . . . would be enough to destroy the average citizen," lawyer Clifford E. Lazzaro told reporters outside Municipal Court, minutes after Berry made a first appearance to answer charges by borough police that he assaulted his wife and stepdaughters at a local motel on Aug. 5.

"Dr. Berry is innocent, (and) he's innocent in the anthrax investigation," Lazzaro said. Berry himself said nothing during yesterday's appearance.

The Berry family's houses in Wellsville, N.Y., and the Ocean Beach III section of Dover Township were searched simultaneously on Aug. 5, in connection with the 3-year-old FBI investigation of the 2001 anthrax letter attacks that killed five people and sickened 17.

So far, the FBI has not taken further action against Berry, Lazzaro said, and he predicted the government will ultimately admit it has no evidence to link Berry to the attacks.

Berry had been a consultant to the government in the past, and is founder of the Planned Response Exercises and Emergency Medical Preparedness Training (PREEMPT), an organization that trains emergency medical personnel to respond to terrorist attacks using chemical, biological and nuclear weapons.

"Now, his financial position has been completely compromised" after the University of Pittsburgh Medical Center fired Berry from his job as an emergency room doctor, Lazzaro said.

"The hospital terminated him without cause" and is continuing his employment benefits only into November, Lazzaro said. Berry "would be happy with a government statement down the road that completely exonerates him," he added.

A hearing before Judge James A. Liguori must be rescheduled, because Berry, 48, last week filed nearly identical complaints of simple assault against his wife and two stepdaughters, aged 18 and 16, Lazzaro said.

In addition, there's a hearing scheduled next week in state Superior Court, Family Division, in Toms River, on a temporary restraining order obtained in August by his wife.

"I think, quite frankly, the family cracked under the strain of the great invasiveness of the search," Lazzaro said.

The searches came three months after Berry had refused, on the advice of his lawyers, FBI agents who wanted his consent for a voluntary search of his home in Wellsville, N.Y., Lazzaro said.

On Aug. 5, the couple and four children had been escorted by the FBI to the White Sands Motel in Point Pleasant Beach while agents searched the cottage on Sailfish Way in the Ocean Beach III section of Dover Township, several miles south on Route 35.

As the family checked in, police said, a fight erupted over a cell phone and spilled into the motel lobby, where officers arrived to find Berry being restrained by a motel worker and off-duty Chatham Township Police Chief Elizabeth Goeckel, who was there on vacation.

While police arrested only Berry, Lazzaro said, "there were bruises to go around" and the doctor's injuries showed he was struck, too.

"He's lost his job, I can only hope he doesn't lose his marriage," Lazzaro said.

Lazzaro said Berry hopes to reconcile with his wife, who is living in an upstate New York home the family owns. Berry remains in New Jersey, but his lawyer would not say where.

Berry's wife is being represented in family court by Ocean-Monmouth Legal Services but the group is not representing her or her daughters in municipal court.

Lazzaro suggested the FBI has been investigating others with connections to Department of Defense chemical and biological defense programs, but without the degree of publicity that's fallen on Berry.

"The searches could have been conducted in a legal and lawful method . . . without the press being present," Lazzaro said. Without the publicity, he said, Berry "would still be working as an emergency room physician."

The Associated Press contributed to this story.

Anthrax slip-ups raise fears about planned biolabs

By Dan Vergano and Steve Sternberg
USA TODAY

Posted 10/13/2004 10:29 PM 
Updated 10/14/2004 3:21 AM

Bruce Ivins was troubled by the dust, dirt and clutter on his officemate's desk, and not just because it looked messy. He suspected the dust was laced with anthrax.

And he was in a position to know. Ivins, a biodefense expert, and his officemate were deeply involved in Operation Noble Eagle — the government's response to the Sept. 11, 2001, attacks that killed almost 3,000 Americans and the anthrax attacks that killed five more less than a month later.

It was December 2001. Ivins, an authority on anthrax, was one of the handful of researchers at the U.S. Army Medical Research Institute of Infectious Diseases (USAMRIID) at Fort Detrick, Md., who prepared spores of the deadly bacteria to test anthrax vaccines in animals. He knew enough to grow alarmed when his officemate complained, as she had frequently of late, about sloppy handling of samples coming into the lab that could be tainted with anthrax.

"I swabbed approximately 20 areas of (her) desk, including the telephone computer and desktop," Ivins later reported to Army investigators. Half of the samples, he found, "were suspicious for anthrax," betraying the clumpy brown appearance of anthrax colonies under a microscope.

Rather than reporting contamination to his superiors, Ivins said, he disinfected the desk. "I had no desire to cry wolf," he later told an Army investigator.

Months later, Army investigators would see Ivins' desk cleanup as the first sign of an alarming anthrax contamination at the nation's most renowned biodefense laboratory. A 361-page U.S. Army report on the events of that winter and the following spring, recently obtained through a Freedom of Information Act request, opens a rare window into the government's guarded biodefense establishment. (Related: Where labs are located or planned)

Today, the view from that window frightens critics of the government's plans to establish similar labs in urban centers throughout the country. They say it's too dangerous to bring deadly microbes into populated areas. In July, hundreds of Boston-area scientists and activists marched to oppose plans to construct a biodefense lab at Boston University. Supporters say such facilities are needed to fight bioterrorism.

But the new safety concerns echo fears expressed in late 2001 and early 2002 after anthrax spores, too small for the naked eye to see, escaped from a supposedly secure lab suite and into the scientists' offices. Within USAMRIID, 88 people were eventually tested for exposure to anthrax. The incident also raised fears that anthrax had leaked into nearby Frederick, Md.

Anthrax spores are infectious, and they're potentially deadly for years. When spores get into the skin, they cause pus-filled blisters that burst to form black scabs. Hence the name anthrax, from the Greek word for anthracite coal. Untreated skin infections are fatal about 25% of the time. Spores can be ingested in spoiled meat or inhaled in the air. Without prompt treatment, gastrointestinal and inhalation anthrax will kill you.

Researchers express relief that no one was hurt or killed in the episode, but Stephanie Loranger of the Federation of American Scientists asks, "Fort Detrick is one of the premier biodefense labs, and if they have problems, what does it mean for all the others?"

A TIME OF TURMOIL

December 2001 was almost two months after the inhalation-anthrax death of tabloid photo editor Bob Stevens in Atlantis, Fla. Stevens' death was the first from five anthrax-laced letters that infected 22 people, hobbled the U.S. postal system and shut down the Hart Senate Office Building in Washington after Sen. Tom Daschle, D-S.D., received one of the letters. The person who sent the deadly envelopes has never been caught.

It was a frantic time at the biodefense lab. The criminal investigation, dubbed Amerithrax by the FBI, was in full swing and USAMRIID was the only national laboratory giving authorities round-the-clock biodefense analysis, spokeswoman Caree Vander-Linden says.

The six-member team that worked in the lab equipped to handle anthrax had swollen to a staff of 85. Most had to learn how to handle the bacteria "on the fly," says USAMRIID's commander Col. Erik Henchal, who headed the forensic effort. As many as 70 researchers slept in cars or on cots as they scrambled to keep up with a deluge of specimens flooding the lab.

Over roughly eight months, USAMRIID researchers ran tests on 30,000 suspect envelopes, packages and other items that arrived at the lab.

They also tested about 320,000 environmental samples from such places as the Hart Senate Office Building and Washington, D.C.'s Brentwood postal center, which lost two employees exposed to the lethal letters. (In addition to the Florida victim and the postal workers, an elderly woman from Oxford, Conn., and a Vietnamese immigrant from New York City were killed.)

"They were running just fantastic numbers of (anthrax) samples," says biodefense expert D.A. Henderson of the University of Pittsburgh. "I'm not sure what they have accomplished is appreciated."

In April 2002, four months after Ivin's initial suspicions, the contamination resurfaced. A microbiologist spotted the liquid slurry in which anthrax is grown leaking from flasks inside a secure lab suite. He reported the episode up the chain of command, which set off alarms throughout the lab. Ivins did more tests.

This time he found that three strains of anthrax had escaped the supposedly secure "Biosafety Level 3," or BL-3, laboratory, which is designed to enable scientists to safely work with deadly microbes. Two of the strains were used in biodefense work. One of them may have come from the envelope sent the previous October to Daschle's office.

Powdered anthrax from the Daschle envelope so readily surfed currents of air that it frightened USAMRIID experts who opened the envelope.

"The good news is nobody got the disease," says Alan Zelicoff, a biodefense expert who is now a consultant at ARES Corp., a risk analysis firm. "The bad news is that nobody got the disease because just about everybody near the BL-3 suite had been vaccinated."

It was during that period, as the anthrax investigation gained momentum, that Ivins' officemate "repeatedly expressed concern to (Ivins) that she may have been exposed to anthrax spores when handling powder," according to the Army's report.

The leak inside the BL-3 lab was found on April 8. Over the next two weeks, Ivins and other researchers tested lab surfaces to confirm the extent of the contamination. Eighteen lab workers were tested for anthrax exposure. Nasal swabs from one of them tested positive for anthrax. Army officials acknowledged the incident in an April 19 press release.

Anthrax was found in three places outside the containment lab. Colonies of two anthrax strains were found in the "clean change room" where male scientists disrobe before showering and donning sterile suits to enter the secure lab suite. The strains were Sterne, a benign form used in inoculations, and Vollum 1B, once Fort Detrick's signature bioweapons strain. Vollum 1B was grown from the blood of lab microbiologist William Boyle, who died after inhaling anthrax in a 1951 lab accident, hence the B in the name.

Further away from the lab suite, researchers found three strains of anthrax in the office called B-19 that Ivins and his colleague shared: Sterne, Vollum 1B and Ames. Ames is now the preferred strain for biodefense research and was the strain found in the Daschle letter.

Their tests also found more than 200 colonies of Ames strain on the lab's "passbox." The passbox is a 2-foot-square ultraviolet-bathed portal — a blue glow emanating around the edges of its door — used for safely passing potentially contaminated material into and out of the laboratory suite.

FEARS IN THE COMMUNITY

As the investigation continued, word was leaking out. On April 20, USAMRIID officials got irate calls from Frederick's mayor and a visit from local U.S. Rep. Roscoe Bartlett, R-Md., who told Army investigators that he thought the incident was being "blown out of proportion" and "gives the terrorists an advantage."

Bartlett also wanted his nearby horse farm tested for anthrax. One day later he showed up at the lab, bearing a soil sample from his farm, which turned out to be negative for anthrax. He now says the public was never at risk and the lessons learned from the episode have made USAMRIID's safety standards stronger.

Fear that spores had escaped into the community in USAMRIID's dirty laundry prompted officials to dispatch technicians to the base's laundry at the Jeanne Bussard Center, a rehabilitation center for the developmentally disabled in Frederick.

One laundry worker's doctor had already called the base to query about the exposure risk. On April 20, the team collected 32 samples to test for possible anthrax contamination. Nothing was found.

The formal probe of how the contamination occurred began April 24, led by an Army investigator from Walter Reed Army Institute of Research. In 20 interviews over two weeks, investigators learned that some lab workers had been concerned about possible exposure for months, beginning with the botched handling of the Daschle letter that sent 16 people to the infirmary for preventive antibiotics.

By the time the investigation drew to a close, about 1,120 sites in the lab, the off-site laundry and the laundry's delivery vans had been tested. About 90 people had been evaluated for exposure, and many of them treated with preventive antibiotics. No one became ill and no other traces of anthrax were found.

Military investigators concluded that the Sterne and Vollum 1B colonies had probably persisted in Building 1425 for years, perhaps as far back as the U.S. offensive biowarfare program ended by President Richard Nixon in 1969. The Ames strain likely escaped the lab because workers didn't thoroughly decontaminate shipping containers with fresh bleach. USAMRIID's Henchal suspects that a researcher who handled a poorly decontaminated container may have spread the Ames spores outside of the containment area.

A question the report leaves unanswered is whether that Ames strain came from the Daschle letter, which would elevate the episode to a higher level of concern. "It is a little ambiguous," says C.J. Peters, of the University of Texas Medical Branch at Galveston, formerly one of USAMRIID's experts on deadly microbes. "If this is from the (Daschle) powder, it could be re-aerosolized and somebody could get hurt really bad. If it's from ordinary culture, it's not that dangerous."

Lt. Col. Jeffrey Adamovicz, who was then deputy chief of bacteriology at USAMRIID, says it's unlikely that the contamination stemmed from aerosolized spores, noting that spores would have been found in air filters throughout the building. They were not.

Henchal insists that the contaminating anthrax never posed an airborne threat to anyone. Despite acknowledging that the FBI has genetically typed the Ames strain found outside the containment lab, as well as the Daschle letter anthrax, Henchal declined to say whether the two were the same. "I'm not convinced I know the source of the contamination," he says.

No one was disciplined for the contamination. Ivins couldn't be reached for comment. USAMRIID declined to permit interviews with staff mentioned in the report. Henchal says lessons from the incident have been used in a revamped biosecurity program. "We're not going to take any shortcuts on safety," he says.

BROADER SAFETY CONCERNS

That such a slip-up occurred in the research center that pioneered safety procedures now used worldwide to deal with lethal microbes raises broader questions, experts say.

"The message here from a scientific and policy standpoint is profound," Zelicoff says. "Facilities that are medical and microbiological may not be suitably equipped for dealing with aerosolized versions of the organisms that they otherwise deal with in great safety. ... These facilities probably ought not be located in a heavily populated area. How do you contain smoke?"

About 50 maximum-containment labs nationwide harbor the deadliest of bacteria, viruses and toxins. Forty more biodefense research labs are planned in cities such as Atlanta and Boston. In addition to the furor over the plans in Boston, opponents have also taken aim at a lab to be built at the University of Texas Medical Branch in Galveston, citing concerns about excessive secrecy and biosafety.

Anthony Fauci, director of the National Institute of Allergy and Infectious Diseases, which is building its own facility at Fort Detrick, notes that accidents are rare and that planned labs are unlikely to be as deluged with the flood of samples that arrived at USAMRIID as part of the anthrax investigation.

"Most scientists do things in a very careful way," Fauci says. "The chance that they'll be working in the same rushed atmosphere they faced at Fort Detrick is very small."

Ultimately, the unsolved 2001 anthrax killings still shadow Fort Detrick. The Ames strain of anthrax used in the letters, and found in the contamination incident, was first used in biodefense studies there.

For that reason, the FBI briefly shut down parts of the lab this July to look for more clues, searching for stray spores that might match those used in the attack. In August, FBI investigators carted away more lab equipment for analysis, looking for clues that may reveal a link of some kind between the lab and the attacks that can be presented to a grand jury.

Army investigators concluded that years of sloppy practices at the lab resulted from neglect of safety procedures, compounded by the pressure of a high-profile criminal case. One researcher described a common room in the lab area as a "rats' nest." And experts say the "sloppiness" documented in the report may complicate prosecution if the anthrax killer is ever caught, especially if defense lawyers can cast doubt on USAMRIID'S reliability.

"Any defense lawyer should read this report carefully and keep it in mind when DNA results are being quoted against his (or) her client," says Martin Hugh-Jones of Louisiana State University, a leading expert on anthrax. "I now understand why the FBI (anthrax) letter team is so fascinated by USAMRIID."

Contributing: Robert Barbrow and Susan O'Brian

FORENSICS UNDER THE MICROSCOPE
Unproven techniques sway courts, erode justice

By Flynn McRoberts, Steve Mills and Maurice Possley, Tribune staff reporters. Tribune researcher Judith Marriott contributed to this report
Published October 17, 2004
The Chicago Tribune

Settling into the witness chair of a Kane County courtroom, Stephen McKasson tutored jurors in a murder trial on the wonders of a rarely used divining tool: lip prints.

The Illinois State Police crime lab examiner told them forensic science accepts that lips have unique creases and he could match the prints found on duct tape at the crime scene to the defendant, Lavelle Davis.

Davis was convicted and sentenced to 45 years. The lip print, one juror in the 1997 trial recalled, "proved that he had actually committed the crime."

There was just one problem: What McKasson asserted about lip prints isn't true.

The story of how an unproven forensic theory helped send a man to prison might seem like a legal curiosity befitting an episode of "CSI: Crime Scene Investigation."

But a Tribune investigation of forensics in the courtroom shows how Davis' conviction exemplifies the questionable science, flawed analysis and shoddy lab practices that sometimes undermine the quest for justice. Long considered unbiased and untainted, crime labs and analysts are facing new scrutiny and tough questions about their accuracy.

At the center of this upheaval is the advent of DNA testing, which has injected a dose of truth serum into other forensic tools. With its dramatic precision, DNA has helped reveal the shaky scientific foundations of everything from fingerprinting to firearm identification, from arson investigation to such exotic methods as bite-mark comparison.

It is difficult, if not impossible, to quantify precisely how many cases have been affected by faulty forensic testimony or poor analytical work, partly because defense attorneys often haven't challenged forensic evidence. Many lack the resources to do so, others assume the science is unassailable, and some simply don't bother.

But the 200 DNA and Death Row exoneration cases nationwide in the last 20 years offer one clue. More than a quarter--55 cases with 66 defendants--involved forensic testing or testimony that was flawed.

The Tribune investigation included hundreds of interviews across the country, an examination of thousands of court documents and an analysis of criminal cases that turned on forensic evidence. Among the findings:

- Fingerprinting is so subjective that the most experienced examiners can make egregious mistakes. This year, in a stunning embarrassment, the FBI was forced to admit it wrongly linked an Oregon lawyer to the Madrid terror bombing case because of an erroneous fingerprint comparison.

- Prosecutors continue to rely on experts who embrace debunked theories about arson. Among the hard-to-kill myths is "crazed glass"--glass lined with a spider web of cracks--which was thought to be evidence of an accelerant until researchers learned it could occur when hot glass is sprayed with water, as in putting out a fire.

- Forensic dentists, who link suspects to bite marks left on crime victims, continue to testify despite having no accepted way to measure their rate of error or the benefit of peer review. DNA testing has shown that even the field's leading practitioners have made false bite-mark matches.

- Scandals at labs from Maryland to Washington state have spotlighted analysts who have incorrectly assessed evidence, hidden test results helpful to defendants and testified falsely in court. The scandals underscore the often-ineffective standards governing crime labs.

Analysts involved in faulty forensic work typically have testified in hundreds of trials, just one indication of how widespread the impact of bad science and bad scientists can be. The lab scandals also have laid bare a more fundamental failure: Experts often express certitude based on an unfounded confidence in their forensic specialty and their ability to practice it.

"I have no problem with forensic science. I have a problem with the impression that's being given that those disciplines ... can make an absolute identification of someone, and that's not the case," said Terrence Kiely, a DePaul University law professor and author of "Forensic Evidence: Science and the Criminal Law."

"It's the white coat-and-resume problem," he added. "They're very, very believable people. And sometimes the jurors will take [their testimony] as a `yes,' where the science can only say it's a `maybe.'"

The explosive popularity of TV shows such as "CSI" has led prosecutors and crime lab directors in recent months to complain that juries and the public have unreasonable confidence in what forensic analysts can do and how quickly they can do it.

An examination of forensic science's role in the courts, however, suggests that a much broader problem is the ease with which prosecutors have brought unproven forensic theories or unchallenged forensic experts into the courtroom.

In doing so, they harness the special sway such experts hold in court. Not even police officers are allowed the kind of latitude granted them--the freedom to give their opinion, not simply what they observed or heard.

Forensic experts and their testimony are being questioned because of two distinct forces reconfiguring the legal landscape.

In addition to the advent of DNA testing, U.S. Supreme Court rulings have sought to impose greater scientific rigor on forensic testimony.

In a defining 1993 decision, Daubert vs. Merrell Dow Pharmaceuticals, the court demanded that such testimony not simply meet the existing standard of "general acceptance" in its field, but also address some of the hallmarks of scientific inquiry--testing, peer review and rates of error.

That is precisely what has been lacking in many forensic fields, some of which have scrambled to catch up since the ruling while others continue to resist.

One facet of the problem is that while those involved in forensic disciplines wear the white coat of science and portray themselves as scientists, they often do not operate under the same rules as those in other scientific pursuits.

Crime labs regulate themselves, often operating without the scientific touchstones of experimentation and validation.

Consequently, lab analysts have been allowed to testify about such evidence as ear prints and examinations of shoe insoles, though little or no research exists to support their claims that these methods can identify matches.

Some respected figures in forensic science say the failure to address such problems and impose tougher standards is unacceptable.

"The stakes are too high--life, liberty, destroying families," said Dr. Joseph Davis, the chief Miami-Dade County medical examiner for four decades before he retired in 1996. "A person who is truly innocent is permanently disfigured or destroyed."

Lip prints seal fate

The adversarial nature of America's courts is supposed to insulate them from bogus testimony. Both sides may offer their experts. The judge and jury determine what testimony is reliable. And a just verdict is reached.

The safety valve malfunctions when those qualified as experts make unsubstantiated assertions, defense attorneys don't properly challenge those individuals, and judges and juries believe them.

Each of those failures was on display in the case of Lavelle Davis' lips. Though the questions raised by the use of lip print evidence don't prove his innocence, they cast doubt on the fairness of his trial.

A week before Christmas 1993, Patrick "Pall Mall" Ferguson was killed outside an Elgin apartment complex--felled by a single shotgun blast at close range.

Davis' first trial ended in a mistrial after a key eyewitness said she was backing off testimony she gave at the earlier trial of a co-defendant. At Davis' second trial, the woman said she was finally coming forward with the truth--that she saw him shoot Ferguson.

Even prosecutor Alice Tracy called the woman "an admitted liar" during the February 1997 trial.

Faced with that credibility problem, prosecutors pointed to physical evidence to corroborate their theory. They believed investigators had found it in the grass not far from the scene of the slaying: a roll of duct tape.

Tracy theorized how Davis' lip print could have been left on the sticky side of the tape. "He might have taken the duct tape to show one of the others what they were going to do with it if Patrick Ferguson ... started to scream," she told the jurors.

McKasson, who worked at the state crime lab in Carbondale, said he had examined lip prints in two other cases, though he had been unable to match a suspect to those prints.

He had no such reservations in the case of Davis, declaring the defendant's lips matched those found on the duct tape.

McKasson explained his conclusion by telling the court that lip prints were no different from any other form of what is called "impression" evidence.

"It's just a matter of the side-by-side comparison of impressions," he told the judge, who qualified him as an expert. "And to that degree it wouldn't matter whether it was a fingerprint, an ear print or a lip print."

Trying to buttress the credibility of a method rarely seen in American courts, a print examiner from the state police crime lab in Rockford, Leanne Gray, told the court that the FBI believes lip prints are a positive form of identification.

She was mistaken. The FBI "to this day hasn't validated lip print comparisons," said Ann Todd, spokeswoman for the bureau's lab in Quantico, Va.

Gray and the Illinois State Police declined to comment on the Davis case because his post-conviction petition seeking a new trial is pending.

For some jurors in Davis' trial, including Doris Gonzalez, the lip print evidence was convincing--much more than the eyewitnesses and others called by both sides who she said "were not very truthful people."

That made the lip print evidence crucial. "I mean, it was a big breakthrough for determining his guilt," Gonzalez said.

Davis' attorney, Lee Bastianoni, repeatedly challenged the methodology and qualifications of the two examiners during cross-examination but did not hire an expert to counter them.

Bastianoni instead tried to do the research himself. "I basically went to the library and read all the books I could on fingerprints and the scientific method," he recalled.

The novelty of the lip print evidence apparently did not trouble the Illinois Appellate Court, which affirmed Davis' conviction in a May 1999 ruling that illustrates how legal safeguards can fail to weed out questionable theories.

The court turned aside the challenge to the evidence, noting that the state experts had testified the FBI considered lip prints a "means of positive identification," and they "did not know of any dissent inside the forensic science community" challenging that assertion.

Had Bastianoni called the likes of Andre Moenssens, one of the deans of forensic science in the U.S., he would have discovered that many of Gray and McKasson's claims were unfounded.

A law professor emeritus at the University of Missouri-Kansas City and author of "Scientific Evidence in Civil and Criminal Cases," Moenssens happened to read the Illinois Appellate Court's decision.

He was so appalled that he wrote to the appellate defender's office, and at the request of Davis' appellate attorney, Kim Campbell, Moenssens agreed to file an affidavit for the post-conviction petition.

"You can't rely on your own cross-examination of the state's witnesses," said Campbell, now an assistant state's attorney in Downstate McLean County. "You have to have your own expert to say why this kind of science is unreliable. And there was nobody saying that at his trial."

In his affidavit, Moenssens wrote that "making the quantum leap ... to the ultimate notion of identifying an individual by the visible imprint of his or her lips, is a journey fueled by two elements: pure speculation and unadulterated conjecture."

The president of the American Academy of Forensic Sciences, the nation's chief professional society for forensic disciplines, was equally blunt in an interview.

"At this stage of the game, you can put ear prints and lip prints and nose prints and elbow prints all in the same category--unverified and unvalidated," said Ronald Singer, who also is director of the Tarrant County medical examiner's crime lab in Ft. Worth.

Since Davis' conviction, McKasson has retired from the state crime lab and runs his own document examination business. He gives frequent workshops around the country on how to be an effective expert witness and has co-written a book on the subject.

When told of the doubts raised by the FBI and others, McKasson repeated his defense of his work.

"It bothers me that the rest of them are wimping out," he said. "They're just worried about being attacked."

Pointing to the lip prints' apparent similarities on a computer screen at his home near Carbondale, McKasson added: "I still don't see what other choice I had, because there it was--it looked good to me. These two impressions came from the same person. There's no doubt in my mind."

Last week, a Kane County judge granted Davis a Jan. 31 hearing to make the case for a new trial, based in part on the questions about the lip-print evidence.

For Moenssens, the only thing as disturbing as McKasson's testimony was the Appellate Court's affirmation of it. "It doesn't say much for the courts' willingness to take the gatekeeper role seriously when it comes to novel techniques," he said.

FBI's fingerprint fiasco

Though lip prints may never be widely used or accepted, fingerprints have both a long history and the stamp of approval in courts and in the public consciousness. Yet a century of their use in solving crimes obscures a sobering reality: Despite claims that the discipline is an infallible science, it is neither infallible nor a science.

No standards exist for what portion of a fingerprint must be recovered before it is suitable for comparison. At most crime scenes, the police usually find only a fraction of a fingerprint, and that latent print, as it is called, frequently is smudged or otherwise distorted, making it difficult to compare.

Just as troubling, no research exists to say if people share fingerprint patterns--whether a few points of similarity or many.

Theoretical problems are just one issue. In 1995, one of the only independent proficiency tests of fingerprint examiners in U.S. crime labs found that nearly a quarter reported false positives, meaning they declared prints identical even though they were not--the sort of mistakes that can lead to wrongful convictions or arrests.

A recent episode in the war on terrorism underscored these shortcomings.

On May 6, federal prosecutors strode into a courthouse in Portland, Ore., and claimed the FBI had made a "100 percent positive identification" linking a local lawyer to a fingerprint found on a bag connected to terrorist bombings in Madrid.

Within weeks, the same prosecutors were forced to return to the courtroom and admit an international humiliation: The fingerprint analysis that led to the arrest of Brandon Mayfield was wrong.

But the FBI didn't realize it until Spanish authorities linked the fingerprint to an Algerian man, Ouhnane Daoud.

Not just one but three FBI analysts, all seasoned veterans, had made the same mistake. A fourth expert independently appointed by the judge erred as well when he determined Mayfield's prints were a match.

The Madrid fingerprint fiasco was one of the highest-profile embarrassments in the century since fingerprinting became one of the most trusted forensic tools, employed by police to catch everyone from burglars and car thieves to rapists and murderers.

In most cases, prints recovered at a crime scene are run through the FBI's massive databank of prints taken from arrests around the country. After the databank spits out a pool of potential matches, fingerprint examiners compare each of those with the crime-scene print.

They look for points of similarity among the circular ridges and lines that make up a fingerprint. Once a match is made, a colleague double-checks the work.

The FBI has long claimed that fingerprint identification is infallible. A top FBI fingerprint official has testified to a "zero error rate."

But even top officials with the leading fingerprint examiners' organization acknowledge that more research is needed to bolster the scientific foundation of fingerprinting.

"The debate is not so much do fingerprints work, but what is the science?" said Joseph Polski, chief operations officer of the International Association for Identification.

Another concern: Standards for determining how many points of comparison are needed to determine a match vary among police departments across the country. The FBI has no minimum; it says it relies on its analysts' experience and judgment to determine if fingerprints match.

Those issues are at the heart of the Mayfield case. The FBI said it found 15 points where the prints matched. Kenneth Moses, the former San Francisco crime scene examiner the judge consulted, testified he found 16 points. The Spanish police found eight and said that wasn't enough to declare a match.

Initially, the FBI found the print--lifted from a plastic bag containing detonator caps near the March 11 train bombings--of sufficient quality to compare and link Mayfield to the attacks.

After its error was made public, though, the government contended the image of the fingerprint it examined was of "no value for identification purposes."

"That's particularly difficult to understand since the Spanish police used it to identify Daoud, and the FBI had used it to identify Mr. Mayfield," said Steven Wax, the federal public defender in Portland who defended Mayfield.

One of the three FBI examiners responsible for the Mayfield match acknowledged the blunder. "We just did our job and made a mistake," John Massey said in an interview at his Virginia home. "That's how I like to think of it--an honest mistake."

Massey said he knew another examiner had already declared a match in the Mayfield case, but he said there was no pressure on him to concur.

While the Department of Justice's inspector general is reviewing the case, Massey said his faith in fingerprint comparisons is unshaken.

"I'll preach fingerprints till I die. They're infallible," Massey said. "I still consider myself one of the best in the world."

Such confidence in the face of error has many historical precedents in technical fields; physicians initially preferred to rely on their instincts, balking at using instruments as simple as a blood-pressure gauge that could be understood by laypeople.

Doctors didn't yield to the adoption of such instruments until insurance companies demanded quantitative measurements of patients' health, said Theodore Porter, a professor of the history of science at UCLA.

The public's "trust in the competence of practitioners and the implicit consensus within the field breaks down when skeptical outsiders challenge it," Porter said.

Fingerprint examiners have exhibited a similar resistance, saying their personal experience is proof enough of their reliability. The lingering question: Will the Mayfield case force them to embrace scientific validation?

Though it captured the most attention, Mayfield's brief arrest was only the latest in a string of cases in which fingerprinting was called into question.

The hunt to find who stabbed Alvin Davis to death seemed simple at first. After all, investigators in the working-class Philadelphia suburb of Upper Darby had found bloody fingerprints on a window fan leaning against Davis' decomposing body in autumn 1997.

After two days of examination, examiner Anthony Paparo said he had found at least 11 points of similarity between the bloody prints on the fan and those of a friend of Davis, Riky Jackson. To be certain, Paparo asked Upper Darby Police Supt. Vincent Ficchi, also a fingerprint examiner, to double-check his work. Ficchi concurred.

Defense attorneys rarely challenge fingerprint evidence. But Jackson's lawyer, Michael Malloy, dug deeper when he realized the case rested on the fingerprints. There was no confession from Jackson, no eyewitness.

A hairstylist who lived in Philadelphia, Jackson said police had shown him the fingerprints and told him they would convict him--maybe even put him on Death Row.

"They said, `See the fingerprints here? They're yours,'" Jackson said in an interview. "I told them, `There's no way they could be my fingerprints.'"

At trial, Paparo and two other experts testified how they had matched the bloody fingerprints on the fan to Jackson. Malloy got his own experts, two retired FBI agents, who testified the prints did not match.

A jury convicted Jackson, and he was sentenced to life. After his conviction, though, Malloy's experts filed a complaint with the International Association for Identification about Paparo and the two other experts who testified for prosecutors.

The complaint triggered a review of the evidence by the FBI, which concluded that Paparo had erred.

Two days before Christmas 1999, Jackson walked out of a Pennsylvania jail. Authorities have yet to link the prints to anyone else.

To this day, Paparo denies misreading the prints. "I'm not going to lock someone up just to clear a case," he said, standing in front of the illuminated screen at the police department where he made the comparison.

The most significant challenge to fingerprinting came in 2002 in another Pennsylvania case, a drug conspiracy with charges of multiple murders. Presiding over it was Judge Louis H. Pollak, a former dean of Yale Law School respected by lawyers on both sides of the aisle in Philadelphia.

In January 2002, Pollak issued a stunning decision: that there was insufficient scientific basis for examiners to declare fingerprint matches.

It was the first time a U.S. trial judge had rejected fingerprint comparison evidence. Despite its long history of acceptance, Pollak ruled, fingerprinting lacked the testing, peer review, uniform standards and known error rates called for under the Supreme Court's new Daubert standard.

Prosecutors asked Pollak to reconsider his ruling, and for three days in February of that year he held hearings that put fingerprinting to the test.

An FBI agent testified that examiners scored well on the bureau's own proficiency tests. But a London fingerprint consultant who had worked for years for Scotland Yard testified for the defense that the tests were too easy. The prints were too clean, he said, unlike what fingerprint examiners have to deal with at crime scenes.

The British expert, Allan Bayle, said his officers, if given the same kind of proficiency tests, would "fall about laughing."

After hearing both sides, Pollak acknowledged the problems with the FBI's proficiency testing. But the judge said he was convinced that examiners in Britain and the U.S. generally agreed on the methods for analyzing prints and that the testimony of an FBI fingerprint expert gave him "a substantially more rounded picture of the procedure."

In the end, the judge who had called into question one of the bedrock forensic sciences gave it a reprieve, agreeing that the FBI had never made a mistake.

"I have found, on the record before me, that there is no evidence that certified FBI fingerprint examiners present erroneous identification testimony," Pollak wrote, before concluding, "In short, I have changed my mind."

His ruling seemed to put the issue to rest. Then, two years later, the FBI wrongly accused Mayfield in the Madrid case.

Fighting unproven science

In the criminal justice system, juries often decide a person's guilt. But judges have broad discretion over what those jurors hear, including which forensic experts and what kind of forensic evidence.

For decades, most judges screened scientific testimony according to a 1923 federal decision. Frye vs. United States said such testimony must be based on principles "sufficiently established to have gained general acceptance in the particular field in which it belongs."

In 1993, the U.S. Supreme Court created the stricter Daubert standard, which held that trial judges also "must ensure that any and all scientific testimony or evidence admitted is not only relevant, but reliable."

But the Daubert standard applies only to federal courts and the state court systems that choose to adopt it. Some state courts, including Illinois, continue to use the Frye guidelines.

Even though judges rarely bar forensic experts from testifying, the director of the Justice Department's research arm argues that the bench is aggressive in its gatekeeper role.

"I have a lot more faith in judges," said Sarah Hart, director of the National Institute of Justice. "They can even hire their own experts to inform them. In this advocacy system ... you can get a lot of information on this stuff."

But some jurists themselves say judges are ill-prepared for this part of their job.

Haskell Pitluck, a retired McHenry County judge and former president of the American Academy of Forensic Sciences, described the problem facing many in the justice system.

"If lawyers could do science, they'd be doctors," he said, noting that he is better versed in forensics than many jurists, "and I don't feel qualified to make many of these calls."

A national survey of 400 state trial judges published in 2001 found that while nearly all jurists believed their gatekeeping role was appropriate, only 4 percent had a clear understanding of the key scientific concepts of probability and error rates.

Some forensic disciplines certify experts in their fields, but that's no guarantee of quality.

"Too often, the lawyers don't do their homework enough so they can properly cross-examine these people," Pitluck said. "They come in and say, `I'm an expert.' And some lawyers simply roll over."

Every new forensic discipline has been met with skepticism. Even DNA was not readily embraced when first used in the 1980s to identify suspects, because it was largely untested in the courtroom.

This underscores a central dilemma of the justice system: how to distinguish promising forensic methods and their practitioners from junk science and their charlatans.

One of the more bizarre crime-lab tools has been championed for more than 15 years by a Dutch police officer, Cor van der Lugt. He contended that when pressed upon a flat surface, a person's ear leaves distinct marks that can later be matched through its unique shape, size and contours.

Van der Lugt testified in the 1997 murder trial of David Wayne Kunze in Vancouver, Wash., that he had examined ear prints in over 600 cases abroad.

The Dutch officer, according to court documents, said he thought it was "probable" that Kunze had left his ear print when he pressed against a bedroom door to listen before entering to kill the man sleeping inside. When asked on the stand how certain he was, he said: "I'm 100 percent confident of that opinion."

Michael Grubb, then the manager of the Washington State Patrol Crime Laboratory in Seattle, stopped short of declaring an exact match but testified at the trial that Kunze was "a likely source."

Grubb, now director of the San Diego crime lab, said the Kunze case is the only ear print case he had worked on.

"I examined ear prints from 130 other individuals as part of the Kunze case," Grubb told the Tribune, and "none of the other 130 ear prints were similar."

Kunze was convicted and sentenced to life in prison.

In this instance, though, the courts' checks-and-balances system worked. Kunze's conviction was overturned after an appellate court ruled that the ear print evidence was not reliable enough for such declarations of certainty. Prosecutors later dropped the charges.

Distinguishing the forensic fringe from the cutting edge can be difficult enough; keeping a debunked science from re-entering the courts can be even tougher.

North Carolina anthropologist Louise Robbins helped send more than a dozen defendants across the country to prison or to Death Row with her self-proclaimed power to identify criminals through shoe prints. On occasion she even said she could use the method to determine a person's height, sex and race.

By the time Robbins died in 1987, appeals courts had overturned many of the cases in which she had testified. And the American Academy of Forensic Sciences, in a rare rebuke of one of its members, concluded her courtroom work was not grounded in science.

But in a laboratory at the headquarters of the Royal Canadian Mounted Police in Ottawa, the effort to determine identity from feet and shoes is getting new life.

Sgt. Robert Kennedy, a veteran fingerprint analyst, says he can tell who wore a shoe by comparing impressions left on an insole with a person's foot.

Kennedy calls it "barefoot morphology." Like Robbins, his work has helped prosecutors obtain convictions.

"I know there've been questions about this. Louise Robbins was a real problem," Kennedy said in an interview in his office. But "you don't want to just let an area of forensic science go by the wayside. It's good evidence."

Unlike Robbins, Kennedy has tried to base his work in science. Since the early 1990s, he has been visiting army bases and other sites to build a database of footprints that now exceeds 10,000 sets.

In the 1998 trial of Jeffrey Jones in South Carolina, Kennedy's work proved crucial to sending Jones to Death Row.

Police investigating a double murder believed a boot that had left a bloody impression in the victims' kitchen belonged to the killer. They matched the impression to a boot found in a house that Jones shared with another man, James Brown, who admitted his role in the killings. In exchange for a life sentence, Brown testified against Jones.

No physical evidence linked Jones to the crime, and he denied involvement. Though the boots were size 9 1/2 and Jones wore between an 11 and 11 1/2, prosecutors said he was wearing them when the murders were committed.

At the trial, South Carolina crime lab analyst Steven Derrick, who had never before testified to such a comparison, said he examined the boot insole and an impression from one of Jones' feet.

Derrick concluded that the only way someone else's foot could have made the impression on the boot insole would be if the person had precisely the same foot characteristics--such as the shape and the distance between toes.

Derrick also testified that he had not made a comparison with the feet of Brown, who claimed the size 9 1/2 boots were too big for him.

Kennedy vouched for Derrick's work as well as the field of barefoot morphology, testifying that he talked Derrick through the comparison process.

In 2001, the South Carolina Supreme Court reined in such evidence, ruling there was insufficient science to support it. The court ordered the state to either try Jones again or set him free.

Even with the ruling, prosecutor Dayton Riddle said he would use the insole evidence again when he takes Jones back to trial.

"That's good science, despite the fact it got reversed," Riddle said. "I think what happened there is that I was a little bit ahead of the curve."

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Forensic science: From bullets to brain fingerprinting

TOXICOLOGY

The analysis of alcohol, drugs and poisons in the body, as well as testing of seized evidence for the presence of narcotics such as cocaine and heroin.

1836: Scottish chemist James Marsh develops a test to detect arsenic after a jury in a murder trial had rejected his testimony about the presence of the poison in the victim.

FINGERPRINTING

Matching fingerprints through the individual characteristics said to make each person's unique.

1892: The modern system of fingerprint identification begins to take shape with Sir Francis Galton, a British anthropologist and cousin of Charles Darwin who asserts the uniqueness of fingerprints.

FIREARM IDENTIFICATION

The process of matching bullets found at crime scenes with bullets fired from a suspect's weapon.

1912: Victor Balthazard, a professor of forensic medicine, asserts that machine tools used to make gun barrels never leave exactly the same markings. After studying images of gun barrels and bullets, Balthazard reasons that every gun barrel leaves a signature set of etched grooves on each bullet fired through it.

TRACE EVIDENCE

Hair and fibers are examined to connect a suspect to a crime scene or a victim.

1920: Edmond Locard, professor of forensic medicine at France's University of Lyon, publishes a criminal science volume that espouses the principle that "every contact leaves a trace."

ARSON INVESTIGATION

The examination of fire damage to determine a fire's cause, origin and whether it was intentionally ignited.

1962: John A. Kennedy writes the textbook "Fire and Arson Investigation," which puts forth some theories that have since been debunked.

ODONTOLOGY

The examination of dental records to determine a person's identity, such as in mass fatalities. Its more controversial application, bite-mark comparisons, links suspects to bite wounds on crime victims.

1968: Dr. Warren Harvey, an odontologist, is the first to identify a suspect's bite marks, which led to the conviction of a murder suspect in Scotland.

DNA TESTING

The comparison of an individual's genetic profile with the genetic profile from evidence found at a crime scene.

1993: Kary Mullis wins a Nobel Prize for polymerase chain reaction, a process that greatly reduces the time required and amount of evidence needed to do DNA testing.

BRAIN FINGERPRINTING

Using a headband with sensors, the technique measures brain waves. In theory, sensors detect when the guilty recognize details of a crime. It's unclear if it is the next great forensic tool or another chapter of junk science.

2001: After Dr. Lawrence Farwell, a neuroscientist, develops brain fingerprinting, it is first presented in court to an Iowa judge, who disregards it.

Sources: Forensic DNA Consulting, Bruce Anderson's 1998 University of Arizona doctorate dissertation, National Library of Medicine, McGraw-Hill Encyclopedia of Science & Technology, Science Fair Projects Encyclopedia, Crime Library

Gentry Sleets, Chris Soprych and Phil Geib/Chicago Tribune

- - -

The project team

Flynn McRoberts, Steve Mills and Maurice Possley are veteran projects reporters for the Tribune and have contributed to ground-breaking investigations of criminal justice in America over the last six years. Their work has included stories about flaws in the death penalty, false confessions and immigration policies targeting Muslims. Alex Garcia has photographed Illinois' historic clemency hearings; his photos also were featured in the series "The Legacy of Wrongful Convictions."

Judge: Hatfill can't query scientists in anthrax case

Fri Oct 22, 6:50 AM ET

By Toni Locy, USA TODAY

A former Army lab researcher identified by the Justice Department as "a person of interest" in the 2001 anthrax attacks cannot question scientists consulted by the FBI because the investigation into the deadly mailings is at "a critical stage," a federal judge said Thursday.

U.S. District Judge Reggie Walton told lawyers for Steven Hatfill, 50, that depositions of scientists and other experts could "tip the hat" if made public and give the anthrax killer clues about the probe.

Walton is presiding over a civil lawsuit filed last year by Hatfill against Attorney General John Ashcroft and the FBI. Hatfill alleges that Ashcroft and the FBI improperly cast suspicion on him to fool the public into believing progress was being made in the investigation.

"I hope Dr. Hatfill didn't do this. I don't know if he did. I don't think anybody knows," the judge said. "There are some very unique things the government is doing at this time. If ... this were to be known to the perpetrator, it could have an adverse impact on the investigation."

Three years ago, five people died, 17 others were sickened and thousands more were forced to take antibiotics when anthrax-tainted letters were mailed to the media and two U.S. senators.

A task force of FBI agents and Postal Service inspectors has drained a pond, swabbed numerous desks in government labs and interviewed scores of scientists across the country to try to catch the culprit.

Investigators also have been working with biologists and others to develop scientific tests that could be used in court to link a suspect to the anthrax mailings.

Since the lawsuit was filed, Justice lawyers have given Walton secret progress reports on the investigation to justify at least three requests for delay to keep Hatfill from taking depositions and gathering other evidence that is typical in civil cases.

On Thursday, Walton gave investigators until April 22. If they don't solve the anthrax mystery by then, the judge said, he likely will allow the lawsuit to move forward.

Hatfill, a former researcher at the U.S. Army Medical Research Institute of Infectious Diseases at Fort Detrick in Frederick, Md., has denied involvement in the attacks. He says that by singling him out, federal investigators cost him a $150,000-a-year job at Louisiana State University.

At the heart of Hatfill's lawsuit is who leaked sensitive details about the probe to reporters and why.

Over the next several weeks, Justice lawyers will take the unusual step of mailing a "waiver" to an unknown number of law enforcement officials who were briefed on or had direct knowledge of the anthrax investigation. The letter and waiver form are being negotiated with Hatfill's lawyers.

The form will give recipients the chance to waive confidentiality agreements they made with reporters in exchange for inside information about the probe.

With such waivers in hand, Hatfill's lawyers hope reporters will not feel compelled to protect their sources and will testify about how and possibly why they received inside information on the probe.

No one "got careless and let some information slip," said Mark Grannis, one of Hatfill's lawyers. "These defendants orchestrated a campaign of leaking Dr. Hatfill's name to the press."

Doctor admits attack on wife, stepdaughter
Feds searched his homes in anthrax probe
Saturday, November 06, 2004
BY RUDY LARINI
Star-Ledger Staff

The doctor whose homes at the Jersey Shore and in upstate New York were searched last summer in connection with the unsolved 2001 anthrax attacks pleaded guilty yesterday to charges that he assaulted his wife and stepdaughter on the day of the searches.

Despite the prosecutor's request that he be incarcerated, Kenneth Berry was sentenced to two years' probation and fined $1,000 by Point Pleasant Beach Municipal Judge James A. Liguori, who said he was following sentencing guidelines for a first offender. 

"Personally, I would be inclined to do something different," the judge said. "Personally, if it were up to me, I'd put you in jail in a heartbeat."

On Aug. 5, two of Berry's homes in Wellsville, N.Y., and his parents' summer home in the Chadwick section of Dover Township were searched by federal agents in connection with the anthrax scare that frightened an already unsettled nation after the 9/11 terrorist attacks. Five people died and at least 17 fell ill when anthrax-laced letters were sent to two U.S. senators in Washington, D.C., and several media outlets in the fall of 2001.

Yesterday, FBI spokesman Joseph Parris said the anthrax investigation "is still ongoing," but he would not comment on Berry's involvement in the case. Berry founded an organization that trains medical professionals to respond to chemical and biological attacks and, in 1997, advocated anthrax vaccines for cities, warning that a bioweapons attack was imminent.

In pleading guilty yesterday in the domestic violence case, Berry dropped countercharges of assault against his estranged wife, Tana Luecken-Berry, and 18-year-old stepdaughter, Dara Leucken. The pair were assaulted by Berry while checking into the White Sands Motel, where they were to stay while the searches were occurring.

Berry did not address the court, but his lawyer, Clifford Lazzaro of Newark, said the doctor was sorry for what happened, attributing the incident to the excitement and media frenzy associated with the federal searches.

"I think the events of the day caused this unfortunate incident to occur. My client was obviously under a great deal of pressure," he said, though adding, "It doesn't excuse my client's behavior."

Judge Liguori agreed, calling Berry's actions that day "completely inappropriate."

Carmine Villani, an attorney representing Berry's stepdaughter, called the doctor's conduct "extremely reprehensible" and the municipal prosecutor, Timothy Wintrode, asked Liguori to impose a custodial sentence.

As part of Berry's probation, he must undergo whatever counseling, such as anger management therapy, the Ocean County Probation Office finds appropriate.

After the court session, Wintrode was asked if he was satisfied with the sentence. "I asked for jail time, so to the extent he wasn't incarcerated, no," he replied. "Having said that, I'm happy we got guilty pleas. Domestic violence trials are never pretty."

Berry would not comment after court, but Lazzaro said he thought the sentence was "fair."

"He (Berry) acknowledged that what he did was wrong," the defense lawyer said.

Lazzaro had told the court the Aug. 5 episode caused Berry to lose his job as an emergency room physician at the University of Pittsburgh Medical Center.

He also said the incident "in all likelihood" will cost Berry his marriage, too, but later would not say whether the doctor's wife had filed for divorce. Luecken-Berry has obtained a permanent restraining order against her husband. She and her daughter would not comment after court.

State might tighten rules on biosafety

Oakland anthrax incident spurs officials to consider changes, though feds are standing pat

By Ian Hoffman, STAFF WRITER
The Oakland Tribune
Thursday, November 11, 2004 - 6:43:35 AM PST

After making emergency calls to state and federal health authorities, Alexander Lucas downed Cipro antibiotic tablets, donned a mask and protective biosuit and ventured alone to cleanse his laboratory of anthrax that never should have been there.

Since mistakenly receiving a live anthrax shipment last June, Children's Hospital Oakland Research Institute has suspended its handling of neutralized anthrax.

"It diminished our enthusiasm for doing that research," said Lucas, a respected immunologist and the institute's deputy director for research. "We never intended to work with virulent anthracis."

If the institute resumes work with killed anthrax, however, its scientists are committed to new safety measures, such as never taking delivery of neutralized biowarfare agents again without testing to make sure they are harmless.

"It's a trust-but-verify kind of thing," said Lucas.

While federal authorities see no need for extra biosafety protections, researchers at Children's Hospital Oakland could be on the leading edge of tighter rules in California and perhaps other states wary of leaving the regulation of biodefense research solely to the Centers for Disease Control and Prevention and its guidelines.

California health officials, alarmed at the Oakland incident, are looking at new rules to protect lab workers, said Ken August, spokesman for the state's Department of Health Services.

"This was a very big thing for us," he said. "We were very glad to see there were no injuries and no negative outcomes."

The anthrax incident at the institute's yellow-brick lab on Martin Luther King Jr. Boulevard laid bare gaps in the regulation of an exploding biodefense industry, fueled by billions in new federal dollars. Since Sept. 11, 2001, the handful of biodefense labs in the nation has become legion, with more than 315 labs and 12,000 scientists now certified to handle live biowarfare agents.

Beyond them are an unknown number of labs and scientists who, like Children's Hospital Oakland Research Institute and Lucas until last summer, are exempt from requirements to register with the federal Centers for Disease Control and Prevention and be inspected.

That is because they work with non-disease-causing strains of anthrax or disease-causing anthrax bacteria that have been killed by heat, radiation or chemicals.

"There is no information -- none, zero, not even an order of magnitude of order estimate -- on the number of laboratories working with putative inactive agents or the number of shipments of those agents," said Richard Ebright, a Rutgers University molecular biologist.

Children's Hospital Oakland Research Institute did not realize it had live anthrax on hand until 10 mice had been injected and died, then 40 more were injected. Only one mouse lived, a mortality rate of more than 98 percent.

CDC investigators have focused on Southern Research Institute, a University of Alabama at Birmingham spinoff with a high-security lab for handling infectious agents in Frederick, Md., close to the Army's lead biodefense lab.

Southern Research Institute sent its vial of liquid anthrax bacteria to Oakland with a certificate avowing the germs had been intensely treated with hot water and verified by testing to contain no living organisms. Anthrax experts say the hot-water technique and the testing obviously were faulty.

"They claimed sterility," said Lucas. "My suspicion is the sample had a few spores that were still viable."

The institute's scientists now are looking to better-equipped labs elsewhere to host their pursuit of a novel anthrax vaccine.

The risk of the June incident to public health in the institute's neighborhood was probably minimal. But lab workers could have been in danger, as could workers who handled the packaged vial if it had broken in transit across the country.

So far, authorities at the CDC see no need for stronger biosafety and biosecurity rules, said spokesman Von Roebuck.

"Obviously, if there was an instance where there was a threat to public health and it were proven, there would be a process to change or amend the rule," he said.

Ebright figures the two institutes dodged a bullet.

"There were not adverse consequences, but there easily could have been both in safety and security," said Ebright, a critic of federal biodefense policy.

"It is disappointing that CDC has issued no guidance requiring reporting of the transferring of putatively inactive agent. The events in June in Oakland established that there is an issue, and the same security requirements for a live agent need to be in place nationwide for a putatively inactive sample."

Anthrax Revisited 
Life back to normal in Oxford despite continuing probe into woman's death

Sunday, November 21, 2004

By Brynn Mandel

Copyright © 2004 Republican-American

OXFORD

Three years after 94-year-old Ottilie Lundgren died in the country's first bioterrorism attack, her death remains this former farming community's only unsolved homicide.

In her absence -- and that of a publicly identified culprit in the events that killed five and sickened 17 others -- life has pushed on.

The supermarket tabloid company's office where the first anthrax-tainted letter surfaced in 2001 still publishes, only now out of new headquarters.

Mail flows freely to government agencies on Capitol Hill, but gets a dose of radiation before being delivered.

Around the bedroom community where Lundgren lived, her death -- and the onslaught of worry and media attention it brought -- seldom creeps into conversation.

The return to normality, and absence of biological attacks since, has allowed the fear that paralyzed mail customers and government alike to slip from the public psyche.

Meanwhile, the government has adopted new measures to thwart, or at least cope with, bioterror attacks. The medical and scientific community has learned more about how anthrax affects people, and state health networks have refined systems to detect suspicious outbreaks.

To bioterrorism experts, it makes sense the hysteria over anthrax faded because there is little the public can do aside from making sure the government is prepared.

"The 2001 anthrax postal attacks were a shock to the American system in that they demonstrated both lack of coordination of federal response agencies and the way in which a biological agent like anthrax could promote fear," Jeanne Guillemin, a senior fellow at Massachusetts Institute of Technology's Security Studies Program and Boston College sociology professor, said in a recent e-mail interview. "There is a limit to how long the public can sustain a high pitch of anxiety about it, especially when a feared, community-wide attack fails to occur."

For a Woodbury relative, sadness

Shirley Davis hasn't forgotten the events of three years ago.

Davis, Lundgren's niece, thinks of her late aunt often.

"I'm very sad," said Davis, lamenting that her aunt who lived into her mid-90s probably had a few more good years left. "She was a lovely, vibrant woman."

Davis takes comfort in the memorial infectious diseases education program Griffin Hospital named after Lundgren. The Derby hospital is where Lundgren was taken when she began feeling ill in November 2001. It was there physicians first identified the rod-shaped bacteria indicative of the deadly anthrax.

Health officials theorized that junk mail likely carried the deadly bacteria to Lundgren. Some of her junk mail passed through the same Trenton, N.J., postal center that handled anthrax-tainted letters sent to U.S. senators Tom Daschle, D- S.D., and Patrick Leahy, D-Vt. Lundgren habitually tore her junk mail before discarding it, an action health officials said could have sent enough anthrax spores airborne and into her lungs to infect her.

In the past three years, the FBI has interviewed 6,000 people. While a handful of scientists have complained of sullied reputations as a result of investigation leaks, no charges have been filed.

Thirty-one FBI special agents work the case full time, said Debra Weierman, an FBI field office spokeswoman in Washington. That's in addition to 13 postal inspectors, one U.S. attorney and a scattering of support staff.

"This is the type of case the likes of which we've never had," Weierman said when asked why, three years later, the case remains unsolved. "Make no mistake, it is being intensely investigated."

Through October, the FBI conducted 48 searches, some of higher profile than others.

Bioterror expert Steven Hatfill, called a "person of interest" by Attorney General John Ashcroft, won a small victory last month in a lawsuit that claims officials named him to deflect attention from their inability to find the perpetrator, according to the Associated Press. Other reported activities included a search of property belonging to