Tuesday
       April 23, 1996
Li  J
       Part II

       Environmental
       Protection Agency
       Proposed Guidelines for Carcinogen Risk
       Assessment; Notice

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17960
Federal Register  /  Vol.  61,  No. 79  /  Tuesday, April  23,  1996 / Notices
ENVIRONMENTAL PROTECTION
AGENCY
[FRL-5460-3]

Proposed Guidelines for Carcinogen
Risk Assessment

AGENCY: Environmental Protection
Agency (EPA).
ACTION: Notice of Availability and
Opportunity to Comment on Proposed
Guidelines for Carcinogen Risk
Assessment.

SUMMARY: The U.S. Environmental
Protection Agency (EPA) is today
publishing a document entitled
Proposed Guidelines for Carcinogen
Risk Assessment (hereafter "Proposed
Guidelines"). These Proposed
Guidelines were developed as part of an
interoffice guidelines development
program by a Technical Panel of the
Risk Assessment Forum within EPA's
Office of Research and Development.
These Proposed Guidelines are a
revision of EPA's 1986 Guidelines for
Carcinogen Risk Assessment (hereafter
"1986 cancer guidelines") published on
September 24,1986 (51 FR 33992).
When final, these guidelines will
replace the 1986 guidelines.
  In a future Federal Register notice,
the Agency intends to publish for
comment how it will implement the
Proposed Guidelines once they are
finalized. The plans will propose and
seek comment on how die Guidelines
will be used for Agency carcinogen risk
assessment and, in particular, will
address the impact of the Guidelines on
the Agency's existing assessments, and
any mechanisms for handling
reassessments under finalized
Guidelines.
DATES: The Proposed Guidelines are
being made available for a 120-day
public review and comment period.
Comments must be in writing and must
be postmarked by August 21,1996. See
ADDRESSES section for guidance on
submitting comments.
ADDRESSES: The Proposed Guidelines
will be made available in the following
ways:
  (1) The electronic version will be
accessible on EPA's Office of Research
and Development home page on the
Internet at http://www.epa.gov/ORD
  (2) 3W high-density computer
diskettes in Wordperfect 5.1 format will
be available from ORD Publications,
Technology Transfer and Support
Division, National Risk Management
Research Laboratory, Cincinnati, OH;
telephone: 513-569-7562; fax: 513-
569-7566. Please provide the EPA No.
(EPA/600/P-92/003Ca) when ordering.
                     (3) This notice contains the full draft
                   document. In addition, copies of the
                   draft will be available for inspection at
                   EPA headquarters and regional libraries,
                   through the U.S. Government
                   Depository Library program, and for
                   purchase from the National Technical
                   Information Service (NTIS), Springfield,
                   VA; telephone: 703-487-4650, fax: 703-
                   321-8547. Please provide the NTIS PB
                   No. (PB96-157599) ($35.00) when
                   ordering.
                   SUBMITTING COMMENTS: Comments on the
                   Proposed Guidelines may be mailed or
                   delivered to the Technical Information
                   Staff (8623), NCEA-WA/OSG, U.S.
                   Environmental Protection Agency, 401
                   M Street, S.W., Washington, DC 20460.
                   Comments should be in writing and
                   must be postmarked by the date
                   indicated. Please submit one unbound
                   original with pages numbered
                   consecutively, and three copies. For
                   attachments, provide an index, number
                   pages consecutively with the comment,
                   and submit an unbound original and
                   three copies.
                     Please note that all technical
                   comments received in response to this
                   notice will be placed in a public record.
                   For that reason, commenters should not
                   submit personal information (such as
                   medical data or home address),
                   Confidential Business Information, or
                   information protected by copyright. Due
                   to limited resources, acknowledgments
                   will not be sent.
                   FOR FURTHER INFORMATION CONTACT:
                   Technical Information Staff, Operations
                   and Support Group, National Center for
                   Environmental Assessment—
                   Washington Office, telephone: 202-260-
                   7345, Email inquiries may be sent to
                   cancer-guidelines@epamail.epa.gov. .
                   SUPPLEMENTARY INFORMATION: In 1983,
                   the National Academy of Sciences
                   (NAS)/National Research Council (NRG)
                   published its report entitled Risk
                   Assessment in the Federal Government:
                   Managing the Process (NRC, 1983). In
                   that report, the NRC recommended that
                   Federal regulatory agencies establish
                   "inference guidelines" to ensure
                   consistency and technical quality in risk
                   assessments and to ensure that the risk
                   assessment process was maintained as a
                   scientific effort separate from risk
                   management. The 1986 cancer
                   guidelines were issued on September
                   24,1986 (51 FR 33992). The Proposed
                   Guidelines published today continue
                   the guidelines development process.
                   These guidelines set forth principles
                   and procedures to guide EPA scientists
                   in the conduct of Agency cancer risk
                   assessments and to inform Agency
                   decisionmakers and the public about
                   these procedures.
  Both the 1986 guidelines and the
current proposal contain inference
guidance in the form of default
inferences to bridge gaps in knowledge
and data. Research conducted in the
past decade has elucidated much about
the nature of carcinogenic processes and
continues to provide new information.
The intent of this proposal is to take
account of knowledge available now
and to provide flexibility for the future
in assessing data and employing default
inferences, recognizing that the
guidelines cannot always anticipate
future research findings. Because
methods and knowledge are expected to
change more rapidly than guidelines
can practicably be revised, the Agency
will update specific assessment
procedures with peer-reviewed
supplementary, technical documents as
needed. Further revision of the
guidelines themselves will take place
when extensive changes are necessary.
  Since 1986, the EPA has sponsored
several workshops about revising the
cancer guidelines (U.S. EPA, 1989b,
1989c, 1994a). The Society for Risk
Analysis conducted a workshop on the
subject in  connection with its 1992
annual meeting (Anderson et al., 1993).
Participants in the most recent
workshop in 1994 reviewed an earlier
version of the guidelines proposed here
and made  numerous recommendations
about individual issues as well as broad
recommendations about explanations
and perspectives that should be added.
Most recently, the Committee on the
Environment and Natural Resources of
the Office  of Science and Technology
Policy reviewed the guidelines at a
meeting held on August 15,1995. The
EPA appreciates the efforts of all
participants in the process and has tried
to address their recommendations in
this proposal.
  In addition, the recommendations of
the NRC (1994) in Science and
Judgment in Risk Assessment have been
addressed. Responses to these
recommendations are given generally in
Appendix B as well as being embodied
in the Proposed Guidelines. Responses
that explain the major default
assumptions adopted under these
guidelines and the policy for using and
departing from these default
assumptions appear in Section 1.3.
  The Science Advisory Board also will
review these Proposed  Guidelines at a
meeting to be announced in a future
Federal Register notice. Following these
reviews Agency staff will prepare
summaries of the public and SAB
comments. Appropriate comments will
be incorporated, and the revised
Guidelines will be submitted to the Risk
Assessment Forum for review. The

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                     Federal Register / Vol.  61, No. 79  / Tuesday,  April 23, 1996 / Notices
                                                                     17961
 Agency will consider comments from
 tho public, the SAB, and the Risk
 Assessment Forum in its
 recommendations to the EPA
 Administrator.
 Major Changes From the 1986
 Guidelines
 Characterizations
   Increased emphasis on providing
 characterization discussions for the
 hazard, dose response, and exposure
 sections is part of the proposal. These
 discussions will summarize the
 assessments to explain the extent and
 weight of evidence, major points of
 interpretation and rationale, and
 strengths and weaknesses of the
 evidence and the analysis, and to
 discuss alternative conclusions and
 uncertainties that deserve serious
 consideration (U.S. EPA, 1995). They
 serve as starting materials for the risk
 characterization process which
 completes the risk assessment.
 We/g/i/ng Evidence of Hazard
   A major change is in the way hazard
 evidence is weighed in reaching
 conclusions about the human
 carcinogenic potential of agents. In the
 1986 cancer guidelines, tumor findings
 in animals or humans were the
 dominant components of decisions.
 Other information about an agent's
 properties, its structure-activity
 relationships to other carcinogenic
 agents,  and its activities in studies of
 carcinogenic processes was often
 limited and played only a modulating
 role as compared  with tumor findings.
 In this proposal, decisions come from
 considering all of the evidence. This
 change  recognizes the growing
 sophistication of research methods,
 particularly in their ability to reveal the
 modes of action of carcinogenic agents
 at cellular and subcellular levels as well
 as toxicokinetic and metabolic
 processes. The effect of the change on
 tho assessment of individual agents will
 depend greatly on the availability of
 now kinds of data on them in keeping
 •with tho state of the art. If these new
 kinds of data are not forthcoming from
 public and private research on agents,
 assessments under these guidelines will
 not differ significantly from assessments
 under former guidelines.
   Weighing of the evidence includes
 addressing the likelihood of human
 carcinogenic effects of the agent and the
 conditions under  which such effects
 may be  expressed, as these are revealed
 in the lexicological and other
biologically important features of the
agent. (Consideration of actual human
exposure and risk implications are done
 separately; they are not parts of the
 hazard characterization). In this respect,
 the guidelines incorporate
 recommendations of the NRG (1994). In
 that report, the NRG recommends
 expansion of the former concept of
 hazard identification, which rests on
 simply a finding of carcinogenic
 potential, to a concept of
 characterization that includes
 dimensions of the expression of this
 potential. For example, an agent might
 be observed to be carcinogenic via
 inhalation exposure and not via oral
 exposure, or its carcinogenic activity
 might be secondary to another toxic
 effect. In addition, the consideration of
 evidence includes the mode(s) of action
 of the agent apparent from the available
 data as a basis for approaching dose
 response assessment.

 Classification Descriptors

   To express the weight of evidence for
 carcinogenic  hazard potential, the 1986
 cancer guidelines provided summary
 rankings for human and animal cancer
 studies. These summary rankings were
 integrated to place the overall evidence
 in classification groups A through E,
 Group A being associated with the
 greatest probability of human
 carcinogenicity and Group E with
 evidence of noncarcinogenicity in
 humans. Data other than tumor findings
 played a modifying role after initial
 placement of an agent into a group.
   These Proposed Guidelines take a
 different approach, consistent with the
 change in the basic approach to
 weighing evidence. No interim
 classification of tumor findings followed
 by modifications with other data takes
 place. Instead, the conclusion reflects
 the weighing  of evidence in one step.
 Moreover, standard descriptors of
 conclusions are employed rather than
 letter designations, and these are
 incorporated into a brief narrative
 description of their informational basis.
 The narrative with descriptors replaces
 the previous letter designation. The
 descriptors are in three categories:
 "known/likely," "cannot be
 determined," or "not likely." For
instance, using a descriptor in context,
a narrative could say that an agent is
likely to be carcinogenic by inhalation
exposure and not likely to be
carcinogenic by oral exposure. The
narrative explains the kinds of evidence
available and how they fit together in
drawing conclusions, and points out
significant issues/strengths/limitations
of the data and conclusions.
Subdescriptors are used to further refine
the conclusion. The narrative also
summarizes the mode of action
 information underlying a recommended
 approach to dose response assessment.
   In considering revision of the former
 classification method, the Agency has
 examined other possibilities that would
 retain the use of letter and number
 designation of weights of evidence. The
 use of standard descriptors within a
 narrative presentation is proposed for
 three primary reasons. First, the
 proposed method permits inclusion of
 explanations of data and of their
 strengths and limitations. This is more
 consistent with current policy emphasis
 on risk characterization. Second, it
 would take a large set of individual
 number or letter codes to cover
 differences in the nature of contributing
 information (animal, human, other),
 route of exposure, mode of action, and
 relative overall weight. When such a set
 becomes large—10 to 30 codes—it is too
 large to be a good communication
 device, because people cannot
 remember the definitions of the codes so
 they have to be explained in narrative.
 Third, it is impossible to predefine the
 course of cancer research and the kinds
 of data that may become available. A
 flexible system is needed to
 accommodate change in the underlying
 data and inferences, and a system of
 codes might become out of date, as has
 the one in the 1986 cancer guidelines.
 Dose Response Assessment
   The approach to dose response
 assessment calls for analysis that
 follows the conclusions reached in the
 hazard assessment as to potential
 mode(s) of action. The assessment
 begins by analyzing the empirical data
 in the range of observation. When
 animal studies are the basis of the
 analysis, the estimation of a human
 equivalent dose utilizes toxicokinetic
 data, if appropriate and adequate data
 are available. Otherwise, default
 procedures are applied. For oral dose,
 the default is to scale daily applied
 doses experienced for a lifetime in
 proportion to body weight raised to the
 0.75 power. For inhalation dose, the
 default methodology estimates
 respiratory deposition of particles and
 gases and estimates internal doses of
 gases with different absorption
 characteristics. These two defaults are a
 change from the 1986 cancer guidelines
 which provided a single scaling factor of
body weight raised to the 0.66 power.
Another change from the 1986
guidelines is that response data on
 effects of the agent on carcinogenic
processes are analyzed (nontumor data)
in addition to data on tumor incidence.
If appropriate, the analyses of data on
tumor incidence and on precursor
effects may be combined, using

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Federal Register / Vol. 61, No. 79 / Tuesday, April  23,  1996  /  Notices
precursor data to extend the dose
response curve below the tumor data.
Even if combining data is not
appropriate, study of the dose response
for effects believed to be part of the
carcinogenic influence of the agent may
assist in thinking about the relationship
of exposure and response in the range
of observation and at exposure levels
below the range of observation.
  Whenever data are sufficient, a
biologically based or case-specific dose
response model is developed to relate
dose and response data in the range of
empirical observation. Otherwise, as a
standard, default procedure, a model is
used to curve-fit the data. The lower
95% confidence limit on a dose
associated with an estimated 10%
increased tumor or relevant nontumor
response (LEDio) is identified. This
generally serves as the point of
departure for extrapolating the
relationship to environmental exposure
levels of interest when the latter are
outside the range of observed data. The
environmental exposures of interest
may be measured ones or levels of risk
management interest in considering
potential exposure control options.
Other points of departure may be more
appropriate for certain data sets; as
described in the guidance, these may be
used instead of the LEDio. Additionally,
the LEDio is available for comparison
with parallel analyses of other
carcinogenic agents or of noncancer
effects of agents and for gauging and
explaining the magnitude of subsequent
extrapolation to low-dose levels. The
LEDio, rather than the EDio (the estimate
of a 10% increased response), is the
proposed standard point of departure
for two reasons. One is to permit easier
comparison with the benchmark dose
procedure for noncancer health
assessment—^-also based on the lower
limit on dose. Another is that the lower
limit, as opposed to the central estimate,
accounts for uncertainty in the
experimental data. The issue of using a
lower limit or central estimate was
discussed at a workshop held on the
benchmark procedure for noncancer
assessment (Barnes et al., 1995) and at
a workshop on a previous version of this
proposal (U.S. EPA, 1994b). The latter
workshop recommended a central
estimate; the benchmark workshop
recommended a lower limit.
  The second step of dose response
assessment is extrapolation to lower
dose levels, if needed. This is based on
a biologically based or case-specific
model if supportable by substantial
data. Otherwise, default approaches are
applied that accord with the view of
mode(s) of action of the agent. These
include approaches that assume
                   linearity or nonlinearity of the dose
                   response relationship or both. The
                   default approach for linearity is to
                   extend a straight line to zero dose, zero
                   response. The default approach for
                   nonlinearity is to use a margin of
                   exposure analysis rather than estimating
                   the probability of effects at low doses.
                   A margin of exposure analysis explains
                   the biological considerations for
                   comparing the observed data with the
                   environmental exposure levels  of
                   interest and helps in deciding on an
                   acceptable level of exposure in
                   accordance with applicable
                   management  factors.
                     The use of  straight line extrapolation
                   for a linear default is a change from the
                   1986 guidelines which used the
                   "linearized multistage" (LMS)
                   procedure. This change is made because
                   the former modeling procedure gave an
                   appearance of specific knowledge and
                   sophistication unwarranted for a
                   default. The proposed approach is also
                   more like that employed by the Food
                   and Drug Administration (U.S.  FDA,
                   1987). The numerical results of the
                   straight line and LMS procedures are
                   not significantly different (Krewski et
                   al., 1984). The use of a margin of
                   exposure approach is included as a new
                   default procedure to accommodate cases
                   in which there is sufficient evidence of
                   a nonlinear dose response, but not
                   enough evidence to construct a
                   mathematical model for the
                   relationship.  (The Agency will continue
                   to seek a modeling method to apply in
                   these cases. If a modeling approach is
                   developed, it will be subject to  peer
                   review and public notice in the context
                   of a supplementary document for these
                   guidelines.)
                     The public is invited to provide
                   comments to  be considered in EPA
                   decisions about the content of the final
                   guidelines. After the public comment
                   period, the EPA Science Advisory Board
                   will be asked to review and provide
                   advice on the guidelines and issues
                   raised in comments. EPA asks those
                   who respond to this notice to include
                   their views on the following:
                     (1) The proposed guidance for
                   characterization of hazard, including the
                   weight of evidence descriptors and
                   weight of evidence narrative which are
                   major features of the proposal. There are
                   three categories of descriptors: "known/
                   likely," "cannot be determined," and
                   "not likely" which are further refined
                   by subdescriptors. It is felt that these
                   three descriptors will satisfactorily
                   delineate the types of evidence bearing
                   on carcinogenicity as they are used with
                   subdescriptors in the context of a
                   narrative of data and rationale.
                   However,  an  issue that has been
discussed by external peer reviewers
and by EPA staff is whether the
descriptor-subdescriptor called "cannot
be determined—suggestive evidence"
should become a separate, fourth
category called "suggestive." The EPA
may choose this course in the final
guidelines and requests comment. In
considering this issue, commenters may
wish to refer not only to Sections 2.6.2.
and 2.7.2. which cover the descriptors
and narrative, but also to case study
example #6 in  Section 2.6.3. and
example narrative #2 in Appendix A of
the proposal. EPA asks commenters on
this question to address the rationale
(science as well as policy) for leaving
the categories of descriptors as proposed
or making the fourth category. How
might the coverage of a "suggestive"
category be defined in order to be most
useful?
  (2) The use of mode of action
information in hazard characterization
and to guide dose  response assessment
is a central part of the proposed
approach to bringing new research on
carcinogenic processes to bear in
assessments of environmental agents'
(Sections 1.3.2., 2.3.2., 2.5., 3.1.). The
appropriate use of this information now
and in the future is important. EPA
requests comment on the treatment of
such information in  the proposal,
including reliance on peer review as a
part of the judgmental process on its •
application.
  (3) Uses of nontumor data in the dose
response assessment and the
methodological and  science policy
issues posed are new to these guidelines
(Sections 1.3.2., 3.1.2.). EPA requests
comment on both issues.
  (4) Dose response  assessment is
proposed to be considered in two
parts—range of observed data and range
of extrapolation (Section 3.1.). The
lower 95% confidence limit on a dose
associated with a 10% response (tumor
or nontumor response) is proposed as a
default point of departure, marking the
beginning of extrapolation. This is a
parallel to the benchmark procedure for
evaluating dose-response of noncancer
health endpoints (Barnes et al., 1995).
An alternative is to use the central
estimate of a 10%  response. Another
alternative is to use a 1%, instead of a
10%, response when the observed data
are tumor incidence data. Does the
generally larger sample size of tumor
effect studies support using a 1%
response as compared with using 10%
for smaller studies? Are there other
approaches for the point of departure
that might be considered?
  (5) Discussions of default assumptions
and other responses  to the 1994 NRC
report Science and Judgment in Risk .

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                     Federal Register  /  Vol. 61, No. 79 / Tuesday,  April 23,  1996  / Notices             17963
 Assessment appear in Section 1.3.1. and
 Appendix B of the proposal,
 respectively. Comments are requested
 on responses to the NRC
 recommendations and how the
 guidelines as a whole address them.
  Dated: April 10,1996.
 Carol M. Browner,
 Administrator.

 Contents
 List of Figures
 1. Introduction
  1.1. Purpose and Scope of the Guidelines
  1,2. Organization and Application of the
    Guidelines
  1.2.1. Organization
  1.2.2. Application
  1.3. Uso of Default Assumptions
  1.3.1. Default Assumptions
  1.3.2. Major Defaults
  1.3.2.1. Is the Presence or Absence of
    Effects Observed in a Human Population
    Predictive of Effects in Another Exposed
    Human Population?
  1.3.2.2. Is the Presence or Absence of
    Effects Observed in an Animal
    Population Predictive of Effects in
    Exposed Humans?
  1.3,2.3. How Do Metabolic Pathways Relate
    Across Species?
  1.3.2.4. How Do Toxicokinetic Processes
    Relate Across Species?
  1.3.2.5. What Is the Correlation of the
    Observed Dose Response Relationship to
    the Relationship at  Lower Doses?
  1.4. Characterizations
2. Hazard Assessment
  2.1. Overview of Hazard Assessment and
    Characterization
  2.1.1. Analyses of Data
  2.1.2. Cross-Cutting Topics for Data
    Integration
  2.1.2.1. Conditions of Expression
  2.1.2.2. Mode of Action
  2.1.3. Presentation of  Results
  2.2. Analysis of Tumor Data
  2.2.1. Human Data
  2.2.1.1. Types of Studies
  2.2.1.2. Criteria for Assessing Adequacy of
    Epidemiologic Studies
  2.2.1.3. Criteria for Causality
  2.2.1.4. Assessment of Evidence of
    Qirclnogcnicity from Human Data
  2.2.2. Animal Data
  2.2.2.1. Long-Term Carcinogenicity Studies
  2.2.2.2. Other Studies
  2.2.3. Structural Analogue Data
  2.3. Analysis of Other Key Data
  2.3.1. Physlcochemical Properties
  2.3.2. Structure-Activity Relationships
  2.3.3. Comparative Metabolism and
   Toxteokinotics
  2.3.4. Toxicological and Clinical Findings
  2.3.5. Mode of Action-Related Endpoints
   and Short-Term Tests
  2.3.5.1. Direct DMA Effects
  2.3.5.2. Secondary DNA Effects
  2.3.5.3. Nonmutagcnic and Other Effects
  2.3.5.4. Criteria for Judging Mode of Action
  2.4. Biomarkcr Information
  2.5. Mode of Action—Implications for
   Hazard Characterization and Dose
   Response
  2.6. Weight of Evidence Evaluation for
   Potential Human Carcinogenicity
   2.6.1. Weight of Evidence Analysis
   2.6.2. Descriptors for Classifying Weight of
     Evidence
   2.6.3. Case Study Examples
   2.7. Presentation of Results
   2.7.1. Technical Hazard Characterization
   2.7.2. Weight of Evidence Narrative
 3. Dose Response Assessment
   3.1. Dose Response Relationship
   3.1.1. Analysis in the Range of Observation
   3.1.2. Analysis in the Range of
     Extrapolation
   3.1.3. Use of Toxicity Equivalence Factors
     and Relative Potency Estimates
   3.2. Response Data
   3.3. Dose Data
   3.3.1. Interspecies Adjustment of Dose
   3.3.2. Toxicokinetic Analyses
   3.3.3. Route-to-Route Extrapolation
   3.3.4. Dose Averaging
   3.4. Discussion of Uncertainties
   3.5. Technical Dose Response
     Characterization
 4. Technical Exposure Characterization
 5. Risk Characterization
   5.1. Purpose
   5.2. Application
   5.3. Presentation of Risk Characterization
     Summary
   5.4. Content of Risk Characterization
     Summary
 Appendix A
 Appendix B
 Appendix C
 References
 List of Figures
 Figure 1—1. Decisions on Dose Response
     Assessment Approaches for the Range of
     Extrapolation
 Figure 1-2. Risk Characterization
 Figure 2—1. Factors for Weighing Human
     Evidence
 Figure 2-2. Factors for Weighing Animal
     Evidence
 Figure 2-3. Factors for Weighing Other Key
     Evidence
 Figure 2-4. Factors for Weighing Totality of
     Evidence
 Figure 3-1. Graphical Presentation of Data
     and Extrapolations

 1. Introduction

 1.1. Purpose and Scope of the
 Guidelines

   These guidelines revise and replace
 United States Environmental Protection
 Agency (EPA) Guidelines for Carcinogen
 Risk Assessment published in 51 FR
 33992, September 24,1986. The
 guidelines provide EPA staff and
 decisionmakers with guidance and
 perspectives to develop and use risk
 assessments: They also provide basic
 information to the public about the
 Agency's risk assessment methods.
  The guidelines encourage both
regularity in procedures to support
 consistency in scientific components of
Agency decisionmaking and innovation
to remain up-to-date in scientific
thinking. In balancing these goals, the
Agency relies on input from the general
 scientific community through
 established scientific peer review
 processes. The guidelines incorporate
 basic principles and science policies
 based on evaluation of the currently
 available information. As more is
 discovered about carcinogenesis, the
 need will arise to make appropriate
 changes in risk assessment guidance.
 The Agency will revise these guidelines
 when extensive changes are due. In the
 interim, the Agency will issue special
 reports, after appropriate peer review, to
 supplement and update guidance on.
 single topics, (e.g., U.S. EPA, 1991b)

 1.2. Organization and Application of the
 Guidelines

 1.2.1. Organization
   Publications of the Office of Science
 and Technology Policy (OSTP, 1985)
 and the National Research Council
 (NRC, 1983,1994) provide information
 and general principles about risk
 assessment. Risk assessment uses
 available scientific information on the
 properties of an agent * and its effects in
 biological systems to provide an
 evaluation of the potential for harm as
 a consequence of environmental
 exposure to the agent. Risk assessment
 is one of the scientific analyses available
 for consideration, with'Other analyses,
 in decisionmaking on environmental
 protection. The 1983 and 1994 NRC
 documents organize risk assessment
 information into four areas: hazard
 identification, dose response
 assessment, exposure assessment, and
 risk characterization. This structure
 appears in these guidelines, which
 additionally emphasize characterization
 of evidence and conclusions in each
 part of the assessment. In particular, the
 guidelines adopt the approach of the
 NRC's 1994 report in adding a
 dimension of characterization to the
 hazard identification step. Added to the
 identification of hazard is an evaluation
 of the conditions under which its
 expression is anticipated. The risk
 assessment questions addressed in these
 guidelines are:
  • For hazard—Can the agent present
 a carcinogenic hazard to humans, and if
 so, under what circumstances?
  • For dose response—At what levels
 of exposure might effects occur?
  • For exposure—What are the
 conditions of human exposure?
  • For risk—What is the character of
 the risk? How well do data support
 conclusions about the nature and extent
 of the risk?
  1 The term "agent" refers generally to any
chemical substance, mixture, or physical or
biological entity being assessed, unless otherwise
noted.

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17964            Federal Register / Vol. 61, No. 79  /  Tuesday,  April 23, 1996 / Notices
1.2.2, Application
  The guidelines apply within the
framework of policies provided by
applicable EPA statutes and do not alter
such policies. The guidelines cover
assessment of available data. They do
not imply that one kind of data or
another is prerequisite for regulatory
action concerning any agent. Risk
management applies directives of
regulatory legislation, which may
require consideration of potential risk,
or solely hazard or exposure potential,
along with social, economic, technical,
and other factors in decisionmaking.
Risk assessments support decisions, but
to maintain their integrity as
decisionmaking tools, they are not
influenced by consideration of the
social or economic consequences of
regulatory action.
  Not every EPA assessment has the
same scope or depth. Agency staff often
conduct screening-level assessments for
priority-setting or separate assessments
of hazard or exposure for ranking
purposes or to decide whether to invest
resources in collecting data for a full
assessment. Moreover, a  given
assessment of hazard and dose response
may be used with more than one
exposure assessment that may be
conducted separately and at different
times as the need arises in studying
environmental problems in various
media. The guidelines apply to these
various situations in appropriate detail
given the scope and depth of the
particular assessment. For example, a
screening assessment may be based
almost entirely on structure-activity
relationships and default assumptions.
As more data become available,
assessments can replace  or modify
default assumptions accordingly. These
guidelines do not require that all of the
kinds of data covered here be available
for either assessment or decisionmaking.
The level of detail of an assessment is
a matter of Agency management policy
regarding the applicable decisionmaking
framework.
1.3.  Use of Default Assumptions
  The National Research Council, in its
1983 report on the science of risk
assessment (NRG, 1983), recognized that
default assumptions are necessarily
made in risk assessments where gaps
exist in general knowledge or in
available data for a particular agent.
These default assumptions are
inferences based on general scientific
knowledge of the phenomena in
question and are also matters of policy
concerning the appropriate way to
bridge uncertainties that concern
potential risk to human health (or, more
generally, to environmental systems)
from the agent under assessment.
  EPA's 1986 guidelines for cancer risk
assessment (EPA, 1986) were developed
in response to the 1983 NRG report. The
guidelines contained a number of
default assumptions. They also
encouraged research and analysis that
would lead to new risk assessment
methods and data and anticipated that
these would replace defaults. The 1986
guidelines did not explicitly discuss
how to depart from defaults. In practice,
the agency's assessments routinely have
employed defaults and, until recently,
only occasionally departed from them.
  In its 1994 report on risk assessment,
the NRG supported continued use of
default assumptions (NRG, 1994). The
NRG report thus validated a central
premise of the approach to risk
assessment that EPA had evolved in
preceding years—the making of science
policy inferences to bridge gaps in
knowledge—while at the same time
recommending that EPA develop more
systematic and transparent guidelines to
inform the public of the default
inferences EPA uses in practice. It
recommended that the EPA review and
update the 1986 guidelines in light of
evolving scientific information and
experience  in practice in applying those
guidelines, and that the EPA explain the
science and policy considerations
underlying current views as to the
appropriate defaults and provide
general criteria to guide preparers and
reviewers of risks assessments in
deciding when to depart from a default.
Pursuant to this recommendation, the
following discussion presents          ;
descriptions of the major defaults and
their rationales. In addition, it presents
general policy guidance on using and
departing from defaults in specific risk
assessments.
1.3.1. Default Assumptions
  The 1994 NRG report contains several
recommendations regarding flexibility
and the use of default  options:
  • EPA should continue to regard the
use of default options  as a reasonable
way to deal with uncertainty about
underlying mechanisms in selecting
methods and models for use in risk
assessment.
  • EPA should explicitly identify each
use of a default option in risk
assessments.
  • EPA should clearly state the
scientific and policy basis for each
default option.
  • The Agency should consider
attempting to give greater formality to
its criteria for a departure from default
options in order to give greater guidance
to the public and to lessen the
possibility of ad hoc, undocumented
departures from default options that
would undercut the scientific credibility
of the Agency's risk assessments. At the
same time, the Agency should be aware
of the undesirability of having its
guidelines evolve into inflexible rules.
  • EPA should continue to use the
Science Advisory Board and other
expert bodies. In particular, the Agency
should continue to make the greatest
possible use of peer review, workshops,
and other devices to ensure broad peer
and scientific participation to guarantee
that its risk assessment decisions will be
based on the best science available
through a process that allows full public
discussion and peer participation by the
scientific community.
  In the 1983 report (p. 28), NAS
defined the use of "inference options"
(default options) as a means to bridge
inherent uncertainties in risk
assessment. These options exist when
the assessment encounters either
"missing or ambiguous information on a
particular substance" or "gaps in
current scientific theory." Since there is
no instance in which a set of data on an
agent or exposure is complete, all risk
assessments must use general
knowledge and policy guidance to
bridge data gaps. Animal toxicity data
are used, for example, to substitute for
human data because we do not test
human beings. The report described the
components of risk assessment in terms
of questions encountered during
analysis for which inferences must be
made. The report noted (p. 36) that
many components "* *  * lack
definitive scientific answers, that the
degree of scientific consensus
concerning the best answer varies (some
are more controversial than others), and
that the inference options available for
each component differ in their degree of
conservatism. The choices encountered
in risk assessment rest, to various
degrees,  on a mixture of scientific fact
and consensus, on informed scientific
judgment, and on policy determinations
(the appropriate degree of
conservatism)* *  *." The report did
not note that the mix varies significantly
from case to case. For instance, a
question that arises in hazard
identification is how to use
experimental animal data when the
routes of exposure differ between
animals and humans. A spectrum of
inferences could be made, ranging from
the most conservative, or risk adverse
one that effects in animals from one
route may be seen in humans by another
route, to an intermediate, conditional
inference that such translation of effects
will be assumed if the agent is absorbed
by humans through the second route, to

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                                                                      17965
 a nonconservative view that no
 inference is possible and the agent's
 effects in animals must be tested by the
 second route. The choice of an
 inference, as the report observed, comes
 from more than scientific thinking
 alone. While the report focused mainly
 on the idea of conservatism of public
 health as a science policy rationale for
 making the choice, it did not evaluate
 other considerations. These include
 such things as the matters of time and
 resources and whether the analysis is
 for an important decision required to he
 made soon or is simply a screening or
 ranking effort. For a screening analysis,
 one might make several "worst case"
 inferences to determine if, even under
 those conditions, risk is low enough that
 a problem can be eliminated from
 further consideration. In the above
 discussion concerning inferences about
 routo-to-route extrapolation, one might
 uso the most conservative one for
 screening.
   Those revised guidelines retain the
 uso of default assumptions as
 recommended in the 1994 report.
 Generally, these defaults remain public
 health conservative, but in some
 instances, they have been modified to
 reflect the evolution of scientific
 knowledge since 1986.
  In addition, the guidelines reflect
 evaluation of experience in practice in
 applying  defaults and departing from
 them in individual risk assessments
 conducted under the 1986 guidelines.
 Tho application and departure from
 dofaults and the principles to be used in
 those judgments have been matters of
 debato among practitioners and
 reviewers of risk assessments. Some
 observers believe that in practice EPA
 risk assessors have been too resistant to
 considering departures; others question
 whether proposed departures have been
 adequately supported. Some cases in
 which departures have been considered
 have been generally accepted, while
 others have been controversial. The
 guidelines here are intended to be both
 explicit and more flexible than in the
 past concerning the basis for making
 departures from defaults, recognizing
 that expert judgment and peer review
 aro essential elements of the process.
  In response to the recommendations
 of tho 1994 report, these guidelines call
 for identification of the default
 assumptions used within assessments
 and for highlighting significant issues
 about defaults within characterization
 summaries of component analyses in
assessment documents. As to the use of
 poor review to aid in making judgments
about applying or departing from
dofaults, wo agree with the NRG
recommendation. The Agency has long
 made use of workshops, peer review of
 documents and guidelines, and
 consultations as well as formal peer
 review by the Science Advisory Board
 (SAB), hi 1994, the Administrator of
 EPA published formal guidance for peer
 review of EPA scientific work products
 that increases the amount of peer review
 for risk assessments as well as other
 work, as a response to the NRC report
 and to SAB recommendations (U.S.
 EPA, 1994b).
   The 1994 NRC report recommended
 that EPA should consider adopting
 principles or criteria that would give
 greater formality and transparency to
 decisions to depart from defaults. The
 report named several possible criteria
 for such principles (p. 7): "* * *
 [Protecting the public health, ensuring
 scientific validity, minimizing serious
 errors in estimating risks, maximizing
 incentives for research, creating an
 orderly and predictable process, and
 fostering openness and trustworthiness.
 There might be additional relevant
 criteria*  *  *." The report indicated,
 however, that the committee members
 had not reached consensus on a single
 criterion to address the key issue of how
 much certainty or proof a risk assessor
 must have in order to justify departing
 from a default. Appendix N of the report
 contains two presentations of alternative
 views held by some committee members
 on this issue. One view, known as
 "plausible conservatism," suggested
 that departures from defaults should not
 be made unless new information
 improves the understanding of a
 biological process to the point that  '
 relevant experts reach consensus that
 the conservative default assumption
 concerning that process is no longer
 plausible. The same criterion was
 recommended where the underlying
 scientific mechanism is well
 understood, but where a default is used
 to address missing data. In this case, the
 default should not be replaced with
 case-specific data unless it is the
 consensus of relevant experts that the
 proffered data make the default
 assumption no longer plausible.
 Another view, known as the "maximum
 use of scientific information" approach,
 acknowledged that the initial choice of
 defaults should be conservative but
 argued that conservatism should not be
 a factor in determining whether to
 depart from the default in favor of an
 alternate biological theory or alternate
 data. According to this view, it should
not be necessary to reach expert
consensus that the default assumption
had been rendered implausible; it
should be sufficient that risk assessors
 find the alternate approach more
 plausible than the default.
   The EPA is notadopting a list of
 formal decision criteria in the sense of
 a checklist based on either view. It
 would not be helpful to generate a
 .checklist of uniform criteria for several
 reasons. First, risk assessments are
 highly variable in content and purpose.
 Screening assessments may be
 purposely "worst case" in their default
 assumptions to eliminate problems from
 further investigation. Subsequent risk
 assessments based on a fuller data set
 can discard worst-case default
 assumptions in favor of plausibly
 conservative assumptions and
 progressively replace or modify the
 latter with data. No uniform checklist
 will fit all cases. Second, a checklist
 would likely become more a source of
 rote discussion than of enlightenment
 about the process.
   Instead, these guidelines use a
 combination of principles and process
 in the application of and departure from
 default assumptions. The guidelines
 provide a framework of default
 assumptions to allow risk assessment to
 proceed when current scientific theory
 or available case-specific data do not
 provide firm answers in a particular
 case, as the 1983 report outlined. Some
 of the default assumptions bridge large
 gaps in fundamental knowledge which
 will be filled by basic research on the
 causes of cancer and on other biological
 processes, rather than by agent-specific
 testing. Other default assumptions
 bridge smaller data gaps that can
 feasibly be filled for a single agent, such
 as whether a metabolic pathway in test
 animals is like (default) or unlike that in
 humans.
  The decision to use a default, or not,
 is a choice considering available
 information on an underlying scientific
 process and agent-specific data,
 depending on which kind of default it
 is. Generally, if a gap in basic
 understanding exists, or if agent-specific
 data are missing, the default is used
 without pause. If data are present, their
 evaluation may reveal inadequacies that
 also lead to use of the default. If data
 support a  plausible alternative to the
 default, but no more strongly than they
 support the default, both the default and
 its alternative are carried through the
 assessment and characterized for the
 risk manager. If data support an
 alternative to the default as the more
reasonable judgment, the data are used.
 (This framework of choices is not
wholly applicable to screening        ,
assessments. As mentioned above,
screening assessments may
appropriately use "worst case"
inferences to determine if, even under

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those conditions, risk is low enough that
a problem can be eliminated from
further consideration.)
  Scientific peer review, peer
consultative workshops and similar
processes are the principal ways
determining the strength of thinking and
generally accepted views within the
scientific community about the
application of and departure from
defaults and about judgments
concerning the plausibility and
persuasiveness of data in a particular
case. The choices made are explicitly
discussed in the assessment, and if a
particular choice raises a significant
issue, it is highlighted in the risk
characterization.
  The discussion of major defaults in
these guidelines together with the
explicit discussion of the choice of
inferences within the assessment and
the processes of peer review and peer
consultation will serve the several goals
stated in the 1994 report. One is to
encourage research, since results of
research efforts will be considered.
Another is to allow timely
decisionmaking, when time is a
constraint, by supporting completion of
the risk assessment using defaults  as
needed. Another is to be flexible, using
new science as it develops. Finally, the
use of public processes of peer
consultation and peer review will
ensure that discipline of thought is
maintained to support trust in
assessment results.
  Experience has shown that the most
difficult part of the framework of
choices is the judgment of whether a
data analysis is both biologically
plausible and persuasive as applied to
the case at hand. There is no set of rules
for making this judgment in all cases.
Two criteria that apply in these
guidelines are that the underlying
scientific principle has been generally
accepted within the scientific
community and that supportive
experiments are available that test the
application of the principle to the  agent
under review. For example,
mutagenicity through reactivity with
DNA has been generally accepted as a
carcinogenic influence for many years.
This acceptance, together with evidence
of such mutagenicity in experiments on
an agent, provides plausible and
persuasive support for the inference that
mutagenicity is a mode of action for the
agent.
  Judgments about plausibility and
persuasiveness of analyses vary
according to the scientific nature of the
default. An analysis of data may replace
a default or modify it. An illustration of
the former is development of EPA
science policy on the issue of the
                   relevance for humans of male rat kidney
                   neoplasia involving alpha 2u globulin .
                   (U.S. EPA, 1991b). The 1991 EPA policy
                   gives guidance on the kind of
                   experimental findings that demonstrate
                   whether the alpha 2u globulin
                   mechanism is present and responsible
                   for carcinogenicity in a particular case.
                   Before this policy guidance  was issued,
                   the default assumption was that
                   neoplasia in question was relevant to
                   humans and indicated the potential for
                   hazard to humans. A substantial body of
                   data was developed by public and
                   private research groups as a foundation
                   for the view that the alpha 2u globulin-
                   induced response was not relevant to
                   humans. These studies first addressed
                   the alpha 2u globulin mechanism in the
                   rat and whether this mechanism has a
                   counterpart in the human being, both
                   were large research efforts. The resulting
                   data presented difficulties; some
                   reviewers were concerned that the
                   mechanism in the rat appeared to be
                   understood only in outline, not in
                   detail, and felt that the data were
                   insufficient to show the lack of a
                   counterpart mechanism in humans. It
                   was particularly difficult to support a
                   negative such as the nonexistence of a
                   mechanism in humans because so little
                   is known about what the mechanisms
                   are in humans. Despite these concerns,
                   in its 1991 policy guidance, EPA
                   concluded that the alpha 2u globulin-
                   induced response in rats should be
                   regarded as not relevant to humans (i.e.,
                   as not indicating human hazard).
                      One lesson in the development and
                   peer review of this policy is that if the
                   default  concerns an inherently complex
                   biological question, large amounts of
                   work will be required to replace the
                   default A second is that addressing a
                   negative is difficult. A third is that
                   "proof in the strict sense of having  laid
                   all reasonable doubt to rest is not
                   required. Instead, an alternative may
                   displace a default when it is generally
                   accepted in peer review as the most
                   reasonable judgment. The issue of
                   relevance may not always be so
                   difficult. It would be an experimentally
                   easier task, for example, to determine
                   whether carcinogenesis in an animal
                   species is due to a metabolite of the
                   agent in question that is not produced
                   in humans.
                      When scientific processes are
                   understood but case-specific data are
                   missing, defaults can be constructed to
                   be modified by experimental data, even
                   if data do not suffice to replace'them
                   entirely. For example, the approaches
                   adopted in these guidelines for scaling
                   dose from experimental animals to
                   humans are constructed to be either
                   modified or replaced as data become
available on toxicokinetic parameters
for the particular agent being assessed.
Similarly, the selection of an approach
or approaches for dose response
assessment is based on a series of
decisions that consider the nature and
adequacy of available data in choosing
among alternative modeling and default
approaches.
  The 1994 NRG report notes (p. 6) that
"[a]s scientific knowledge increases, the
science policy choices made by the
Agency and Congress should have less
impact on regulatory decisionmaking.
Better data and increased understanding
of biological mechanisms should enable
risk assessments that are less dependent
on conservative default assumptions
and more accurate as predictions of
human risk." Undoubtedly, this is the
trend as scientific understanding
increases. However, some gaps in
knowledge and data will doubtless
continue to be encountered in
assessment of even data-rich cases, and
it will remain necessary for risk
assessments to continue using defaults
within the framework  set forth here.

1.3.2. Major Defaults
  This discussion covers the major
default assumptions commonly
employed in a cancer risk assessment
and adopted in these guidelines. They
are predominantly inferences necessary
to use data observed under empirical
conditions to estimate events and
outcomes under environmental
conditions. Several inferential issues
arise when effects seen in a
subpopulation of humans or animals are
used to qualitatively infer potential
effects in the population of
environmentally exposed humans.
Several more inferential issues arise  in
extrapolating the exposure-effect
relationship observed  empirically to
lower-exposure environmental
conditions. The following issues cover
the major default areas. Typically, an
issue has some subissues; they are
introduced here, but are discussed in
greater detail in subsequent sections.
   • Is the presence or absence of effects
observed in a human population
predictive of effects in another exposed
human population?
   • Is the presence or absence of effects
observed in an animal population
predictive of effects in exposed
humans?
   • How do metabolic pathways relate
across species?
   • How do toxicokinetic processes
relate across species?
   • What is the correlation of the
observed dose response relationship to
the relationship at lower doses?

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    1.3.2.1.7s the Presence or Absence of
  Effects Observed in a Human
  Population Predictive of Effects in
  Anotlwr Exposed Human Population?
  When cancer effects in exposed humans
  are attributed to exposure to an
  exogenous agent, the default assumption
  is that such data are predictive of cancer
  in any oilier exposed human
  population. Studies either attributing
  cancer effects in humans to exogenous
  agents or reporting no effects are often
  studios of occupau'onally exposed
  humans. By sex, age, and general health,
  workers are not representative of the
  general population exposed
  environmentally to the same agents. In
  such studios there is no opportunity to
  observe whether infants and children,
  males, or females who are under
  represented in the study, or people
  whose health is not good, would
  respond differently. Therefore, it is
  understood that this assumption could
  still underestimate the response of
  certain sensitive human subpopulations,
  i.e. biologically vulnerable parts of the
  population may be left out of risk
 assessments (NRG, 1993a, 1994).
 Consequently, this is a default that does
 not err on the side of public health
 conservatism, as the 1994 NRG report
 also recognizes.
   On the one hand, If effects are seen in
 a worker population, this may be in fact
 indicative of heightened effects in
 sensitive subpopulations. There is not
 enough knowledge yet to form a basis
 for any generally applicable, qualitative
 inference to compensate for this
 knowledge gap. In these guidelines, this
 problem is loft to case-by-case analysis,
 to be attended to as future research and
 information on particular agents allow.
 When information on a sensitive
 subpopulation exists, it will be used.
 The topic of variability is addressed
 further in the discussion of quantitative
 default assumptions about dose
 response relationships below. On the
 other hand, when cancer effects are not
 found in an exposed human population,
 this information by itself is not
 generally sufficient to conclude that the
 agent poses no carcinogenic hazard to
 this or other populations of potentially
 exposed humans. This is because
 opidomiologic studies usually have low
 power to detect and attribute responses
 (section 2,2.1.). This may be particularly
 true when extrapolating null results
 from a healthy, worker population to
 oilier potentially sensitive exposed
 humans. Again, the problem is left to
 case-by-case analysis.
  1.3.2.2.7s tlw Presence or Absence of
Effects Observed in an Animal
Population Predictive of Effects in
Exposed Humans? The default
  assumption is that positive effects in
  animal cancer studies indicate that the
  agent under study can have
  carcinogenic potential in humans. Thus,
  if no adequate human data are present,
  positive effects in animal cancer studies
  are a basis for assessing the carcinogenic
  hazard to humans. This assumption is a
  public health conservative policy, and it
  is both appropriate and necessary given
  that we do not test for carcinogenicity
  in humans. The assumption is
  supported by the fact that nearly all of
  the agents known to cause cancer in
  humans are carcinogenic in animals in
  tests with adequate protocols (IARC,
  1994; Tomatis et al., 1989; Huff, 1994).
 Moreover, almost one-third of human
 carcinogens were identified subsequent
 to animal testing (Huff, 1993). Further
 support is provided by research on the
 molecular biology of cancer processes,
 which has shown that the mechanisms
 of control of cell growth and
 differentiation are remarkably
 homologous among species and highly
 conserved in evolution. Nevertheless,
 the same research tools that have
 enabled recognition of the nature and
 commonality of cancer processes at the
 molecular level also have the power to
 reveal differences and instances in
 which animal responses are not relevant
 to humans (Linjinsky, 1993; U.S. EPA,
 199ib). Under these guidelines,
 available mode of action information is
 studied for its implications in both
 hazard and dose response assessment
 and its effect on default assumptions.
   There may be instances in which the
 use of an animal model would identify
 a hazard in animals that is not truly a
 hazard in humans (e.g., the alpha-2u-
 globulin association with renal
 neoplasia in male rats (U.S. EPA,
 1991b)). The extent to which animal
 studies may yield false positive
 indications for humans is a matter of
 scientific debate. To demonstrate that a
 response in animals is not relevant to
 any human situation, adequate data to
 assess the relevancy issue must be
 available.
  Animal studies are conducted at high
 doses in order to provide statistical
 power, the highest dose being one that
 is minimally toxic (maximum tolerated
 dose). Consequently, the question often
 arises whether a carcinogenic effect at
 the highest dose may be a consequence
 of cell killing with compensatory cell
 replication or of general physiological
 disruption, rather than inherent
 carcinogenicity of the tested agent.
There is little doubt that this may
happen in some cases, but skepticism
exists among some scientists that it is a
pervasive problem (Ames and Gold,
1990; Melnick et al., 1993a; Melnick et
  al., 1993b; Barrett, 1993). In light of this
  question, the default assumption is that
  effects seen at the highest dose tested
  are appropriate for assessment, but it is
  necessary that the experimental
  conditions be scrutinized. If adequate
  data demonstrate that the effects are
  solely the result of excessive toxicity
  rather than carcinogenicity of the tested
  agent per se, then the effects may be
  regarded as not appropriate to include
  in assessment of the potential for human
  carcinogenicity of the agent. This is a
  matter of expert judgment, considering
  all of the data available about the agent
  including effects in other toxicity
  studies, structure-activity relationships,
  and effects on growth control and
  differentiation.
   When cancer effects are not found  in
  well-conducted animal cancer studies in
  two or more appropriate species and
  other information does not support the
  carcinogenic potential of the agent,
 these data provide a basis for
 concluding that the agent is not likely
 to possess human carcinogenic
 potential, in the absence of human data
 to the contrary. This default assumption
 about lack of cancer effects is not public
 health conservative. For instance, the
 tested animal species may not be
 predictive of effects in humans;  arsenic
 shows only minimal or no effect in
 animals, while it is clearly positive in
 humans. (Other information, such as
 absence of mutagenic activity or absence
 of carcinogenic activity among
 structural analogues, can increase the
 confidence that negative results  in
 animal studies indicate a lack of human
 hazard.) Also, it is recognized that
 animal studies (and epidemiologic
 studies as well) have very low power to
 detect cancer effects. Detection of a 10%
 tumor incidence is generally the limit of
 power with currently conducted animal
 studies (with the exception of rare
 tumors that are virtually markers for a
 particular agent, e.g., angiosarcoma
 caused by vinyl chloride).
  Target organs of carcinogenesis for
 agents that cause cancer in both animals
 and humans are most often concordant
 at one or more sites (Tomatis et al.,
 1989; Huff, 1994). However,
 concordance by site is not uniform. The
 default assumption is that target organ
 concordance is not a prerequisite for
 evaluating the implications of animal
 study results for humans. This is a
 public health conservative science
 policy. The mechanisms of control of
 cell growth and differentiation are
 concordant among species, but there are
marked differences among species in the
way control is managed in various
tissues. For example, in humans,
mutation of the tumor suppressor gene

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p53 is one of the most frequently
observed genetic changes in tumors.
This tumor suppressor is also observed
to be operating in some rodent tissues,
but other growth control mechanisms
predominate in rodents. Thus, an
animal response may be due to changes
in a control that are relevant to humans,
but appear in animals in a different way.
However, it is appropriate under these
guidelines to consider the influences of
route of exposure, metabolism, and,
particularly, hormonal modes of action
that may either support or not support
target organ concordance between
animals and humans. When data allow,
these influences are considered in
deciding whether the default remains
appropriate in individual instances
(NRG, 1994, p. 121). An exception to the
basic default of not assuming site
concordance exists in the context of
toxicokinetic modeling. Site
concordance is inherently assumed
when these models are used to estimate
delivered dose in humans based on
animal data.
  As in the approach of the National
Toxicology Program and the
International Agency for Research on
Cancer, the default is to include benign
tumors observed in animal studies in
the assessment of animal tumor
incidence if they have the capacity to
progress to the malignancies with which
they are associated. This treats the
benign and malignant tumors as
representative of related responses to
the test agent, which is scientifically
appropriate. This is a science policy
decision that is somewhat more
conservative of public health than not
including benign tumors in the
assessment. Nonetheless, in assessing
findings from animal studies, a greater
proportion of malignancy is weighed
more heavily than a response with a
greater proportion of benign tumors.
Greater frequency of malignancy of a
particular tumor type in comparison
with other tumor responses observed in
an animal study is also a factor to be
considered in selecting the response to
be used in dose response assessment.
  Benign tumors that are not observed
to progress to malignancy are assessed
on a case-by-case basis. There is a range
of possibilities for their overall
significance. They may  deserve
attention because they are serious health
problems even though they are not
malignant; for instance, benign tumors
may be a health risk because of their
effect on the function of a target  tissue
such as the brain. They may be
significant indicators of the need for
further testing of an agent if they are
observed in a short term test protocol,
or such an observation may add  to the
                   overall weight of evidence if the same
                   agent causes malignancies in a long
                   term study. Knowledge of the mode of
                   action associated with a benign tumor
                   response may aid in the interpretation
                   of other tumor responses associated
                   with the same agent. In other cases,
                   observation of a benign tumor response
                   alone may have no significant health
                   hazard implications when other sources
                   of evidence show no suggestion of
                   carcinogenicity.
                     1.3.2.3. How Do Metabolic Pathways
                   Relate Across Species? The default
                   assumption is that there is a similarity
                   of the basic pathways of metabolism and
                   the occurrence of metabolites in tissues
                   in regard to the species-to-species
                   extrapolation of cancer hazard and risk.
                   If comparative metabolism studies were
                   to show no similarity between the tested
                   species and humans and a metabolite(s)
                   were the active form, there would be
                   less support for an inference that the
                   animal response(s) relates to humans. In
                   other cases, parameters of metabolism
                   may vary quantitatively between
                   species; this becomes part of deciding
                   on an appropriate human equivalent
                   dose based on animal studies, optimally
                   in the context of a toxicokinetic model.
                     1.3.2.4. How Do Toxicokinetic
                   Processes Relate Across Species? A
                   major issue is how to estimate human
                   equivalent doses in extrapolating from
                   animal studies. As a default for oral
                   exposure, a human equivalent dose is
                   estimated from data on another species
                   by an adjustment of animal oral dose by
                   a scaling factor of body weight to the
                   0.75 power. This adjustment factor is
                   used because it represents scaling of
                   metabolic rate across animals of
                   different size. Because the factor adjusts
                   for a parameter that can be improved on
                   and brought into more sophisticated
                   toxicokinetic modeling, when such data
                   become available, the default
                   assumption of 0.75 power can be refined
                   or replaced.
                     For inhalation exposure, a human
                   equivalent dose is estimated by default
                   methodologies that provide estimates of
                   lung deposition and of internal dose.
                   The methodologies can be refined to
                   more sophisticated forms with data on
                   toxicokinetic and metabolic parameters
                   of the specific agent. This default
                   assumption, like the one with oral
                   exposure, is selected in part because it
                   lays a foundation for incorporating
                   better data. The use of information to
                   improve dose estimation from applied,
                   to internal, to delivered dose is
                   encouraged, including use of
                   toxicokinetic modeling instead of any
                   default, where data are available. Health
                   conservatism is not an element in
                   choosing the default.
  For a route-to-route of exposure
extrapolation, the default assumption is
that an agent that causes internal tumors
by one route of exposure will be
carcinogenic by another route if it is
absorbed by the second route to give an
internal dose. This is a qualitative
assumption and is considered to be
public health conservative. The
rationale is that for internal tumors an
internal dose is significant no matter
what the route of exposure.
Additionally, the metabolism of the
agent will be qualitatively the same for
an internal dose. The issue of
quantitative extrapolation of the dose-
response relationship from one route to
another is addressed case by case.
Quantitative extrapolation is
complicated by considerations such as
first-pass metabolism, but is
approachable with empirical data.
Adequate data are necessary to
demonstrate that an agent will act
differently by one route versus another
route of exposure.              ,
  1.3.2.5. What Is the Correlation of the
Observed Dose Response Relationship to
the Relationship at Lower Doses? The
overriding preferred approach is to use
a biologically based or case-specific
model for both the observed range and
extrapolation below that range when
there are sufficient data. While
biologically based models are still under
development, it is likely that they will
be used more frequently in the future.
The default procedure for the observed
range of data, when the preferred
approach cannot be used, is to use a
curve-fitting model.
  In the absence of data supporting a
biologically based or case-specific
model for extrapolation outside of the
observed range, the choice of approach
is based on the view of mode of action
of the agent arrived at in the hazard
assessment. A linear default approach is
used when the mode of action
information is supportive of linearity or,
alternatively, is insufficient to support a
nonlinear mode of action. The linear
approach is used when a view of the
mode of action indicates a linear
response, for example, when a
conclusion is made that an agent
directly causes alterations in DNA, a
kind of interaction that not only
theoretically requires one reaction, but
also is likely to be additive to ongoing,
spontaneous gene mutation. Other kinds
of activity may have linear implications,
e.g., linear rate-limiting steps, that
support a linear procedure also. The
linear approach is to draw a straight line
between a point of departure from
observed data, generally, as a default,
the LED 10, and the origin (zero dose,
zero response). Other points of

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                    Federal Register / Vol. 61, No.  79 / Tuesday, April 23, 1996 / Notices             17969
 departure may be more appropriate for
 certain data sets; these may be used
 Instead of the LEDio. This approach is
 generally considered to be public health
 conservative. The LEDio is the lower
 95% limit on a dose that is estimated to
 cause a 10% response. This level is
 chosen to account (conservatively) for
 experimental variability. Additionally,
 it is chosen because it rewards
 experiments with better designs in
 regard to number of doses and dose
 spacing, since these generally will have
 narrower confidence limits. It is also an
 appropriate representative of the lower
 end of the observed range because the
 limit of detection of studies of tumor
 effect is about 10%.
  The linear default is thought to
 generally produce an upper bound on
 potential risk at low doses, e.g., a I/
 100,000 to 1/1,000,000 risk; the straight
 lino approach gives numerical results
 about the same as a linearized
 multistage procedure (Krewski et al.,
 1984). This upper bound is thought to
 cover the range of human variability
 although, in some cases, it may not
 completely do so (Bois et al., 1995). The
 EPA considers the linear default to be
 inherently conservative of public health,
 without addition of another factor for
 human variability. In any case, the size
 of such a factor would be hard to
 determine since a good empirical basis
 on which to construct an estimate does
 not currently exist. The question of
 what may be  the actual variability in
 human sensitivity is one that the  1994
 NRC report discussed as did the 1993
 NRG report on pesticides in children
 and infants. The NRC has recommended
 research on the question, and the EPA
 and other agencies have begun such
 research.
  When adequate data on mode of
 action show that linearity is not the
most reasonable working judgment and
 provldo sufficient evidence to support a
nonlinear mode of action, the default
 changes to a different approach—a
margin of exposure analysis—which
assumes that nonlinearity is more
reasonable. The departure point is again
generally the  LEDio- A margin of
 exposure analysis compares the LEDio
 with the dose associated with the
 environmental exposure(s) of interest by
 computing the ratio between the two.
   The purpose of a margin of exposure
 analysis is to provide the risk manager
 with all available information on how
 much reduction in risk may be
 associated with reduction in exposure
 from the point of departure. This is to
 support the risk manager's decision as
 to what constitutes an acceptable
 margin of exposure, given requirements
 of the statute under which the decision
 is being made. There are several factors
 to be considered. (For perspective, keep
 in mind that a sufficient basis to support
 this nonlinear procedure often will
 include data on responses that are
 precursors to tumor effects. This means
 that the point of departure may well be
 from these biological response data
 rather than tumor incidence data, e.g.,
 hormone levels, mitogenic effects.) One
 factor to consider is the slope of the
 dose response curve at the point of
 departure. A steeper slope implies an
 apparent greater reduction in risk as
 exposure decreases. This-may support a •
 smaller margin of exposure. Conversely,.
 a shallow slope may support use of a
 greater margin of exposure. A second
 factor is the nature of the response used
 in the assessment—A precursor effect or
 frank toxicity or tumor response. The
 latter two may support a greater margin
 of exposure. A third factor is the nature
 and extent of human variability in
 sensitivity to the phenomenon. A fourth
 factor is the agent's persistence in the
 body. Greater variability or persistence
 argue for greater margins of exposure. A
 fifth factor is human sensitivity to the
 phenomenon as compared with
 experimental animals. The size of the •.
 margin of exposure that is acceptable
 would increase or decrease as this factor
 increases or decreases. If human
 variability cannot be estimated based on
 data, it should be considered to be at
 least 10-fold. Similarly, if comparison of
 species sensitivities cannot be estimated
 from available data, humans can be
considered to be 10-fold more sensitive.
If it is found that humans are less
 sensitive than animals a factor that is a
 fraction no smaller than Vio may be
 assumed. The 10-fold factors are
 moderately conservative, traditional
 ones used for decades in the assessment
 of toxicological effects. It should not be
 assumed that the numerical factors are
 the sole components for determination
 of an acceptable margin of exposure.
 Each case calls for individual judgment.
 It should be noted that for cancer
 assessment the margin of exposure
 analysis begins from a point of
 departure that is adjusted for
 toxicokinetic differences between
 species to give a human equivalent
 dose. Since the traditional factor for
 interspecies difference is thought to
 contain a measure for toxicokinetics as
 well as sensitivity to effect, the result of
 beginning with a human equivalent
 dose is to add some conservatism. The
 ultimate judgment whether a particular
 margin of exposure is acceptable is a
 risk management decision under
 applicable law, rather than being
 inherent in the risk assessment.
 Nonetheless,  the risk assessor is
 responsible for providing scientific
 rationale to support the the decision.
   When the mode of action information
 indicates that the dose response may be
 adequately described by both a linear
 and a nonlinear approach, then the
 default is to present both the linear and
 margin of exposure analyses. An
 assessment may use both linear and
 nonlinear approaches either for
 responses that are thought to result from
 different modes of action or for
 presenting considerations for a response
 that appears to be very different at high
 and low doses due to influence of
 separate modes of action. Also, separate
 approaches may be used for different
 induced responses (i.e. tumor types)
 from the same agent. These would also
be carried forward and presented in the
 assessment. Figure 1—1 presents the
 decision points in deciding on a dose
response approach or approaches.
 BILLING CODE 6560-50-P

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1797O
Federal Register / Vol. 61, No.  79 / Tuesday, April  23,  1996  / Notices
Data to Support:
Biologically
Based or Case-
Specific Model
Linearity .
Nonlinearity
1
1 Extrapolation Used:

yes




model

no

yes
no
default--
linear

no

no
yes
default--
nonlinear

no

yes
yes
default—linear
and nonlinear

no

no
no
default--
linear
       Figure  1-1.   Decisions on dose response  assessment approaches for
                       the range of extrapolation.
BILLING CODE 6560-50-C

  A default assumption is made that
cumulative dose received over a
lifetime, expressed as a lifetime average
daily dose, is an appropriate measure of
dose. This assumes that a high dose of
such an agent received over a shorter
period of time is equivalent to a low
dose spread over a lifetime. This is
thought to be a relatively public health
conservative assumption and has
empirical support (Monro,  1992). An
example of effects of short-term, high
exposure that results in subsequent
cancer development is treatment of
cancer patients with certain
chemotherapeutic agents. An example
of cancer from long-term exposure to an
agent of relatively low potency is
smoking. Whether the cumulative dose
measure is exactly the correct measure
in both such instances is not certain and
should be assessed case by case and .
altered when data are available to
support another approach.  Other
measures of dose that consider dose rate
and duration are appropriate, e.g., when
                   an agent acts by causing cell toxicity or
                   hormone disruption. In these cases both
                   agent concentration and duration are
                   likely to be important, because such
                   effects are generally observed to be
                   reversible at cessation of short-term
                   exposure.

                   1.4. Characterizations
                     The risk characterization process first
                   summarizes findings on hazard, dose
                   response, and exposure
                   characterizations, then develops an
                   integrative analysis of the whole risk
                   case. It ends in a nontechnical Risk
                   Characterization Summary. The Risk
                   Characterization Summary is a
                   presentation for risk managers who may
                   or may not be familiar with the
                   scientific details of cancer assessment. It
                   also provides information for other
                   interested readers. The initial steps in
                   the risk characterization process are to
                   make building blocks in the form of
                   characterizations of the assessments of
                   hazard,  dose response, and exposure.
                   The individual assessments and
                   characterizations are then integrated to
arrive at risk estimates for exposure
scenarios of interest. There are two
reasons for individually characterizing
the hazard, dose response, and exposure
assessments. One is that they are often
done by different people than those who
do the integrative analyses. The second
is that there is very often a lapse of time
between the conduct of hazard and dose"
response analyses and the conduct of
exposure assessment and integrative
analysis. Thus, it is necessary to capture
characterizations of assessments as the
assessments are done to avoid the need
to go back and reconstruct them. Figure
1—2 shows the relationships of analyses.
The figure does not necessarily
correspond to the number of documents
involved; there may be one or several.
"Integrative analysis" is a generic term.
At EPA, the documents of various
programs that contain integrative
analyses have other names such as the
"Staff Paper" that discusses air quality
criteria issues. In the following sections,
the elements of this figure are discussed.

BILLING CODE 6560-50-P

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                   Federal Register / Vol. 61, No. 79 / Tuesday, April 23, 1996 / Notices
                                                               17971
                                           CHARACTERIZATIONS
Hazard
Assessment


Dose Response
Assessment


Exposure
Assessment


                     Technical
                      Hazard
                   Characterization
             Technical
           Dose Response
           Characterization
  Technical
  Exposure
Characterization
                                                                           RISK
                                                                    CHARACTERIZATION
                                                                        SUMMARY
Integra tive
Analysis
                                               Risk Characterization Process
                                     Figure 1-2. Risk Characterization
DILUIKJ CODE K60-60-C

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Federal Register / Vol. 61, No. 79  / Tuesday, April 23, 1996 / Notices
2. Hazard Assessment

2.1. Overview of Hazard Assessment
and Characterization

2.1.1. Analyses of Data
  The purpose of hazard assessment is
to review and evaluate data pertinent to
two questions: (1) whether an agent may
pose a carcinogenic hazard to human
beings and (2) under what
circumstances an identified hazard may
be expressed (NRG, 1994, p. 142).
Hazard assessment is composed of
analyses of a variety of data that may
range from observations of tumor
responses to analysis of structure-
activity relationships. The purpose of
the assessment is not simply to
assemble these separate evaluations; its
purpose is to construct a total case
analysis examining the biological story
the data reveal as a whole about
carcinogenic effects, mode of action,
and implications of these for human
hazard and dose response evaluation.
Weight of evidence conclusions come
from the combined strength and
coherence of inferences appropriately
drawn from all of the available
evidence. To the extent that data permit,
hazard assessment  addresses the mode
of action question as both an initial step
in considering appropriate approaches
to dose response assessment and as a
part of identifying human hazard
potential.
  The topics in this section include
analysis of tumor data, both animal and
human, and  analysis of other key
information about properties and effects
that relate to carcinogenic potential. The
section addresses how information can
be used to evaluate potential modes of
action. It also provides guidance on
performing a weight of evidence
evaluation.
2.1.2. Cross-Cutting Topics for Data
Integration
  Two topics are included in the
analysis of each kind of available data:
first, gathering information from
available data about the conditions of
expression of hazard and second,
gathering perspectives on the agent's
potential mode of action.
  2.1.2.1. Conditions of Expression.
Information on the significance of the
route of exposure may be available from
human or animal studies on the agent
itself or on structural analogues. This
information may be found in studies of
the agent or analogue for toxicological
endpoints other than cancer under acute
or subchronic or chronic exposure
regimens. Studies of metabolism or
toxicokinetics of the agent similarly may
provide pertinent data.
                     Each kind of data is also examined for
                   information on conditions that affect
                   expression of carcinogenic effect such as
                   presence or absence of metabolic
                   pathways. If carcinogenicity is
                   secondary to another toxic effect, the
                   physiological or tissue changes that
                   mark the other toxicity are examined.
                   Comparison of metabolic processes and
                   toxicity processes in humans and
                   animals also bears on the relevance of
                   animal responses to human hazard.
                   Included in the examination are the
                   questions of the potential range of
                   human variability and whether any
                   special sensitivity may occur because of
                   age, sex, preexisting disease, or other
                   condition.
                     2.1.2.2. Mode of Action. Information
                   on an agent's potential mode(s) of action
                   is important in considering the
                   relevance of animal effects to
                   assessment of human hazard. It also
                   plays an important role in selecting dose
                   response approach(es), which are
                   generally either biologically based
                   models or case-specific models
                   incorporating mode of action data or
                   default procedures based on more
                   limited data that support inferences
                   about the likely shape of the dose
                   response curve.
                     Each kind of data may provide some
                   insight about mode of action and
                   insights are gathered from each to be
                   considered together as discussed in
                   section 2.4. In Appendix C, is a
                   background discussion of some of the
                   development of views about
                   carcinogenic processes.
                     2.1.3. Presentation of Results.
                   Presentation of the results of hazard
                   assessment follows Agency guidance as
                   discussed in section 2.7. The results  are
                   presented in a technical hazard
                   characterization that serves as a support
                   to later risk characterization. It includes:
                     • a summary of the evaluations of
                   hazard data,
                     • the rationales for its conclusions,
                   and
                     • an explanation of the significant
                   strengths or limitations of the
                   conclusions.
                     Another presentation feature is the
                   use of a weight of evidence narrative
                   that includes both a conclusion about
                   the weight of evidence of carcinogenic
                   potential and a summary of the data on
                   which the conclusion rests. This
                   narrative is a brief summary that
                   replaces the alphanumerical
                   classification system used in EPA's
                   previous guidelines.
                   2.2. Analysis of Tumor Data
                     Evidence of carcinogenicity comes
                   from finding tumor increases in humans
                   or laboratory animals exposed to a given
agent, or from finding tumors following
exposure to structural analogues to the
compound under review. The
significance of observed or anticipated
tumor effects is evaluated in reference to
all of the other key data on the agent.
This section contains guidance for
analyzing human and animal studies to
decide whether there is an association
between exposure to an agent or a
structural analogue and occurrence of
tumors. Note that the use of the term
"tumor" here is generic, meaning
malignant neoplasms or a combination
of malignant and corresponding benign
neoplasms.
  Observation of only benign neoplasias
may or may not have significance.
Benign tumors that are not observed to
progress to malignancy are assessed on
a case-by-case basis. There is a range of
possibilities for their overall
significance. They may deserve
attention because they are serious health
problems even though they are not
malignant; for instance, benign tumors
may be a health risk because of their
effect on the function of a target tissue
such as the brain. They may be
significant indicators of the need for
further testing of an agent if they are
observed in a short term test protocol,
or such an observation may add to the
overall weight of evidence if the same
agent causes malignancies in a long
term study. Knowledge of the mode of
action associated with a benign tumor
response may aid in the interpretation
of other tumor responses associated
with the same agent. In other cases,
observation of a benign tumor response
alone may have no significant health
hazard implications when other sources
of evidence show no suggestion of  •
carcinogenicity.
2.2.1. Human Data
  Human data may come from
epidemiologic studies or case reports.
Epidemiology is the study of the
distributions  and causes of disease
within human populations. The goals of
cancer epidemiology are to identify
differences in cancer risk between
different groups in  a population or
between different populations, and then
to determine the extent to which these
differences in risk can be attributed
causally to specific exposures to
exogenous or endogenous factors.
Epidemiologic data are extremely useful
in risk assessment because they provide
direct evidence that a substance
produces cancer in humans, thereby
avoiding the problem of species to
species inference. Thus, when available
human data are extensive and of good
quality, they are generally preferable
over animal data and should be given

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                     Federal Register / Vol. 61, Mo.  79 / Tuesday, April  23,  1996  /  Notices	17973
 greater weight in hazard
 characterization and dose response
 assessment, although both are utilized.
   Null results from a single
 epidomiologic study cannot prove the
 absence of carcinogenic effects because
 they can arise either from being truly
 negative or from inadequate statistical
 power, inadequate design, imprecise
 estimates, or confounding factors.
 However, null results from a well-
 designed and well-conducted
 epidomiologic study that contains
 usable exposure data can help to define
 upper limits for the estimated dose of
 concern for human exposure if the
 overall weight of the evidence indicates
 that tho agent is potentially carcinogenic
 in humans.
   Epidemiology can also complement
 experimental evidence in corroborating
 or clarifying the carcinogenic potential
 of the agent in question. For example,
 observations from epidemiologic studies
 that elevated cancer incidence occurs at
 sites corresponding to those at which
 laboratory animals experience increased
 tumor incidence can strengthen the
 weight of evidence of human
 carcinogonicity. On the other hand,
 strong nonpositive epidemiologic data
 alone or in conjunction with compelling
 mechanistic information can lend
 support to a conclusion that.animal
 responses may not be predictive of a
 human response. Furthermore, the
 advent of biochemical or molecular
 epidemiology may help improve
 understanding of the mechanisms of
 human corcinogenesis.
   2.2.1.1, Types of Studies. The major
 types of cancer epidemiologic studies
 are analytical epidemiologic studies and
 descriptive or correlation epidemiologic
 studies. Each study type has well-
 known strengths and weaknesses that
 affect interpretation of study results as
 summarized below (Kelsey et al., 1986;
 Lilionfold and Lilienfeld, 1979; Mausner
 and Kramer, 1985; Rothman, 1986).
  Analytical opidemiologic studies are
 most useful for identifying an
 association between human exposure
 and adverse health effects. Analytical
 study designs include case-control
 studies and cohort studies. In case-
 control studios, groups of individuals
 with (cases) and without (controls) a
 particular disease are identified and
 compared to determine differences in
 exposure. In cohort studies, a group of
 "exposed" and "nonexposed"
 individuals are identified and studied
 over lime to determine differences in
 disease occurrence. Cohort studies can
either bo performed prospectively or
retrospectively from historical records.
  Descriptive or correlation
opidomiologic studies (sometimes called
 ecological studies) examine differences
 in disease rates among populations in
 relation to age, gender, race, and
 differences in temporal or
 environmental conditions. In general,
 these studies can only identify patterns
 or trends in disease occurrence over
 time or in different geographical
 locations but cannot ascertain the causal
 agent or degree of exposure. These
 studies, however, are often very useful
 for generating hypotheses for further
 research.
   Biochemical or molecular
 epidemiologic studies are studies in
 which laboratory methods are
 incorporated in analytical
 investigations. The application of
 techniques for measuring cellular and
 molecular alterations due to exposure to
 specific environmental agents may
 allow conclusions to be drawn about the
 mechanisms of carcinogenesis. The use
 of biological biomarkers in
 epidemiology may improve assessment
 of exposure and internal dose.
   Case reports describe a particular
 effect in an individual or group of
 individuals who were exposed to a
 substance. These reports are often
 anecdotal or highly selected in nature
 and are of limited use for hazard
 assessment. However, reports of cancer
 cases can identify associations
 particularly when there are unique
 features such as an association with an
 uncommon tumor (e.g., vinyl chloride
 and angiosarcoma or diethylstilbestrol
 and clear-cell carcinoma of the vagina).
   2.2.1.2. Criteria for Assessing
 Adequacy of Epidemiologic Studies.
 Criteria for assessing the adequacy of
 epidemiologic studies are well
 recognized. Characteristics that are
 desirable in these studies include (1),
 clear articulation of study objectives or
 hypothesis, (2) proper selection and
 characterization of the exposed and
 control groups, (3) adequate
 characterization of exposure, (4)
 sufficient length of follow-up for disease
 occurrence, (5) valid ascertainment of
 the causes of cancer morbidity and
 mortality, (6) proper consideration of
 bias and confounding factors, (7)
 adequate sample size to detect an effect,
 (8) clear, well-documented, and
 appropriate methodology for data
 collection and analysis, (9) adequate
 response rate and methodology for
 handling missing data, and (10)
 complete and clear documentation of
results. Ideally, these conditions should.
be satisfied, where appropriate, but
rarely can a study meet all of them. No
single criterion determines the overall
adequacy of a study. The following
discussions highlight the major factors
 included in an analysis of
 epidemiologic studies.
   Population Issues. The ideal
 comparison would be between two
 populations that differ only in exposure
 to the agent in question. Because this is
 seldom the case, it is important to
 identify sources of bias inherent in a
 study's design or data collection
 methods. Bias can arise from several
 sources, including noncomparability
 between populations of factors such as
 general health (McMichael, 1976), diet,
 lifestyle, or geographic location;
 differences in the way case and control
 individuals recall past events;
 differences in data collection that result
 in unequal ascertainment of health
 effects in the populations; and unequal
 follow-up of individuals. Both
 acceptance of studies for assessment
 and judgment of their strengths or
 weaknesses depend on identifying their
 sources of bias and the effects on study '
 results.
   Exposure Issues. For epidemiologic
 data to be useful in determining
 whether there is an association between
 health effects and exposure to an agent,
 there must be adequate characterization
 of exposure information. In general,
 greater weight should be given to
 studies with more precise and specific
 exposure estimates.
   Questions to address about exposure
 are: What can one reliably conclude
 about the level, duration, route, and  , '
 frequency of exposure of individuals in -
 one population as compared with
 another? How sensitive are study results
 to uncertainties in these parameters?
   Actual exposure measurements are
 not available for many retrospective
 studies. Therefore, surrogates are often
 used to reconstruct exposure parameters
 when historical measurements are not
 available. These  may involve attributing.
 exposures to job  classifications in a
 workplace or to broader occupational or
 geographic groupings. Use of surrogates
 carries a potential for misclassification
 in that individuals may be placed in the
 incorrect exposure group.
 Misclassification generally leads to      i
 reduced ability of a study to detect
 differences between study and referent
 populations.
  When either current or historical
 monitoring data are available, the
 exposure evaluation includes
 consideration of  the error bounds of the
 monitoring and analytic methods and
 whether the data are from routine or
 accidental exposures. The potentials for
misclassification and measurement
 errors are amenable to both qualitative
and quantitative  analysis. These are
essential analyses for judging a study's
results because exposure estimation is

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Federal Register / Vol.  61,  No. 79 / Tuesday, April 23,  1996 / Notices
the most critical part of a retrospective
study.
  Biological markers potentially offer
excellent measures of exposure (Hulka
and Margolin, 1992; Peto and Darby,
1994). Validated markers of exposure
such as alkylated hemoglobin from
exposure to ethylene oxide (van Sittert
et al., 1985) or urinary arsenic (Enterline
et al., 1987) can greatly improve
estimates of dose. Markers closely
identified with effects promise to greatly
increase the ability of studies to
distinguish real effects from bias at low
levels of relative risk between
populations (Taylor et al., 1994; Biggs et
al., 1993) and to resolve problems of
confounding  risk factors.
  Confounding Factors. Because
epidemiologic studies are mostly
observational, it is not possible to
guarantee the control of confounding
variables, which may affect the study
outcome. A confounding variable is a
risk factor, independent of the putative
agent, that is  distributed unequally
among the exposed and unexposed
populations (e.g., smoking habits,
lifestyle). Adjustment for possible
confounding  factors can occur either in
the design of the study (e.g., matching
on critical factors) or in the statistical
analysis of the results. The influence of
a potential confounding factor is limited
by the effect of the exposure of interest.
For example, a twofold effect of an
exposure requires that the confounder
effect be at least as big. The latter may
not be possible due to the presentation  ,
of the data or because needed
information was not collected during
the study. In  this case, indirect
comparisons  may be possible. For
example, in the absence of data on
smoking status among individuals in the
study population, an examination of the
possible contribution of cigarette
smoking to increased lung cancer risk
may be based on information from other
sources such  as the American Cancer
Society's longitudinal studies
(Hammand, 1966; Garfinkel and
Silverberg, 1991). The effectiveness of
adjustments contributes to the ability to
draw inferences from a study.
  Different studies involving exposure
to an agent may have different
confounding  factors. If consistent
increases in cancer risk are  observed
across a collection of studies with
different confounding factors, the
inference that the agent under
investigation was the etiologic factor is
strengthened, even though complete
adjustment for confounding factors
cannot be made and no single study
supports a strong inference.
  It also may be the case that the agent
of interest is a risk factor in conjunction
                    with another agent. This relationship
                    may be revealed in a collection of
                    studies such as in the case of asbestos
                    exposure and smoking.
                      Sensitivity. Sensitivity, or tha ability
                    of a study to detect real effects, is a
                    function of several factors. Greater size
                    of the study population(s) (sample size)
                    increases sensitivity, as does greater
                    exposure (levels and duration) of the
                    population members. Because of the
                    often long latency period in cancer
                    development, sensitivity also depends
                    on whether adequate time has elapsed
                    since exposure began for effects to
                    occur. A unique feature that can be
                    ascribed to the effects of a particular
                    agent (such as a tumor type that is seen
                    only rarely in the absence of the agent)
                    can increase sensitivity by permitting
                    separation of bias and confounding
                    factors from real effects. Similarly, a
                    biomarker particular to^the agent can
                    permit these distinctions. Statistical
                    reanalyses of data, particularly an
                    examination of different exposure
                    indices, can give insight on potential
                    exposure-response relationships. These
                    are all factors to explore in statistical
                    analysis of the data.
                      Statistical Considerations. The
                    analysis applies appropriate statistical
                    methods to ascertain whether or not
                    there is any significant association
                    between exposure and effects. A
                    description of the method or methods
                    should include the reasons for their
                    selection. Statistical analyses of the
                    potential effects of bias or confounding
                    factors are part of addressing the
                    significance of an association, or lack of
                    one, and whether a study is able to
                    detect any effect.
                      The analysis augments examination of
                    the results for the whole population
                    with exploration of the results for
                    groups with comparatively greater
                    exposure or time since first exposure.
                    This may support identifying an
                    association or establishing a dose
                    response trend. When studies show no
                    association, such exploration may apply
                    to determining an upper limit on
                    potential human risk for consideration
                    alongside results of animal tumor effects
                    studies.
                      Combining Statistical Evidence
                    Across Studies. Meta-analysis is a
                    means of comparing and synthesizing
                    studies dealing with similar health
                    effects and risk factors. It is intended to
                    introduce consistency and
                    comprehensiveness into what otherwise
                    might be a more subjective review of the
                    literature. When utilized appropriately,
                    meta-analysis can enhance
                    understanding of associations between
                    sources and their effects that may not be
                    apparent from examination of
epidemiologic studies individually.
Whether to conduct a meta-analysis
depends on several issues. These
include the importance of formally
examining sources of heterogeneity, the
refinement of the estimate of the
magnitude of an effect, and the need for
information beyond that provided by
individual studies or a narrative review.
Meta-analysis may not be useful in some
circumstances. These include when the
relationship between exposure and
disease is obvious without a more
formal analysis, when there are only a
few studies of the key health outcomes,
when there is insufficient information
from available studies related to disease,
risk estimate, or exposure classification,
or when there are substantial
confounding  or other biases that cannot
be adjusted for in the analysis (Blair et
al., 1995; Greenland, 1987; Peto, 1992).
  2.2.1.3. Criteria for Causality. A
causal interpretation is enhanced for
studies to the extent that they meet the
criteria described below. None of the
criteria is conclusive by itself, and the
only criterion that is essential is the
temporal relationship. These criteria are
modeled after those developed by
Bradford Hill in the examination of
cigarette smoking and lung cancer
(Rothman, 1986) and they need to be
interpreted in the light of all other
information on the agent being assessed.
  • Temporal relationship: The
development of cancers require certain
latency periods, and while latency
periods vary, existence of such periods
is generally acknowledged. Thus, the
disease has to occur within a
biologically reasonable time after initial
exposure. This feature must be present
if causality is to be considered.
  • Consistency: Associations occur in
several independent studies of a similar
exposure in different populations, or
associations occur consistently for
different subgroups in the same study.
This feature usually constitutes strong
evidence for a causal interpretation
when the same bias or confounding is
not also duplicated across studies.
  • Magnitude of the association: A
causal relationship is more credible
when the risk estimate is large and
precise (narrow confidence intervals).
  • Biological gradient: The risk ratio
(i.e., the ratio of the risk of disease or
death among  the exposed to the risk of
the unexposed) increases with
increasing exposure or dose. A strong
dose response relationship across
several categories of exposure, latency,
and duration is supportive for causality
given that confounding is unlikely to be
correlated with exposure. The absence
of a dose response relationship,

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 howovor, is not by itself evidence
 against a causal relationship.
   • Specificity of the association: The
 likelihood of a causal interpretation is
 increased if an exposure produces a
 specific effect Cone or more tumor types
 also found in other studies) or if a given
 effect has a unique exposure.
   • Biological plausibility: The
 association makes sense in terms of
 biological knowledge. Information is
 considered from animal toxicology,
 toxicokinetics, structure-activity
 relationship analysis, and short-term
 studios of tho agent's influence on
 events in the carcinogenic process
 considered.
   • Coherence: The cause-and-effect
 interpretation is in logical agreement
 with what is known about the natural
 history and biology of the disease, i.e.,
 the entire body of knowledge about the
 agent.
   2.2.1.4. Assessment of Evidence of
 Carclnogenicity from Human Data. In
 tho evaluation of carcinogenicity based
 on opidemiologic studies, it is necessary
 to critically evaluate each study for the
 confidence in findings and conclusions
 as discussed under section 2.2.1.2. All
 studies that are properly conducted,
 whether yielding positive or null
 results, or even suggesting protective
 carcinogenic effects, should be
 considered in assessing the totality of
 tho human evidence. Although a single
 study may bo indicative of a cause-effect
 relationship, confidence in inferring a
 causal relationship is increased when
 several independent studies are
 concordant in showing the association,
 when tho association is strong, and
 when other criteria for causality are also
 met. Conclusions about the overall
 evidence for carcinogenicity from
 available studies in humans should be
 summarized along with a discussion of
 strengths or limitations of the
 conclusions.
 2.2.2. Animal Data
  Various kinds of whole animal test
 systems are currently used or are under
 development for evaluating potential
 carcinogenicity. Cancer studies
 involving chronic exposure for most of
 tho life span of an animal are generally
 accepted for evaluation of tumor effects
 (Tomalis etal., 1989; Rail, 1991; Allen
 ot al., 1988; but see Ames and Gold,
 1990). Other studies of special design
 ore useful for observing formation of
 proneoplnstic lesions or tumors or
 investigating specific modes of action.
  2.2.2.1. Long-Term Carcinogenicity
 Studios. Tho objective of long-term
carclnogcnesis bioassays is to determine
 tho carcinogenic potential and dose
response relationships of the test agent.
 Long-term rodent studies are designed
 to examine the production of tumors as
 well as preneoplastic lesions and other
 indications of chronic toxicity that may
 provide evidence of treatment-related
 effects and insights into the way the test
 agent produces tumors. Current
 standardized long-term studies in
 rodents test at least 50 animals per sex
 per dose group in each of three
 treatment groups and in a concurrent
 control group, usually for 18 to 24
 months, depending on the rodent
 species tested (OECD, 1981; U.S. EPA,
 1983a; U.S. EPA, 1983b; U.S. EPA,
 1983c). The high dose in long-term
 studies is generally selected to provide
 the maximum ability to detect
 treatment-related carcinogenic effects
 while not compromising the outcome of
 the study due to excessive toxicity or
 inducing inappropriate toxicokinetics
 (e.g., overwhelming detoxification or
 absorption mechanisms). The purpose
 of two or more lower doses is to provide
 some information on the shape of the
 dose response curve. Similar protocols
 have been and continue to be used by
 many laboratories worldwide.
   All available studies of tumor effects
 in whole animals are considered, at
 least preliminarily. The analysis
 discards studies judged to be wholly
 inadequate in protocol, conduct, or
 results. Criteria for the technical
 adequacy of animal carcinogenicity
 studies have been published and should
 be used as guidance to judge the
 acceptability of individual studies  (NTP,
 1984; OSTP, 1985). Care is taken to
 include studies that provide some
 evidence bearing on carcinogenicity or
 help interpret effects noted in other
 studies even if they have some
 limitations of protocol or conduct. Such
 limited, but not wholly inadequate,
 studies can contribute as their
 deficiencies permit. The findings of
 long-term rodent bioassays are always
 interpreted in conjunction with results
 of prechronic studies along with
 toxicokinetic and metabolism studies
 and other pertinent information, if
 available. Evaluation of tumor effects
 requires consideration of both biological
 and statistical significance of the
 findings (Haseman, 1984,1985,1990,
 1995). The following sections highlight
 the major issues in the evaluation of
 long-term carcinogenicity studies.
  Dosing issues. In order to obtain the
 most relevant information from a long-
 term carcinogenicity study, it is
important to require maximization of
exposure to the test material. At the
same time, there is a need for caution in
using excessive high dose levels that
would confound the interpretation of
study results to humans. The high dose
 is conventionally defined as a dose that
 produces some toxic effects without
 either unduly affecting mortality from
 effects other than cancer or producing
 significant adverse effects on the
 nutrition and health of the test animals
 (OECD, 1981; NRC, 1993b). It should be
 noted that practical upper limits have
 been established to avoid the use of
 excessive high doses in long-term
 carcinogenicity studies (e.g., 5% of the
 test substance in the feed for dietary
 studies [OECD, 1981]).
   Evaluating the appropriateness of the
 high dose in carcinogenicity studies is
 based on scientific judgment using all
 available relevant information. In
 general, if the test agent does not appear
 to cause any specific target organ
 toxicity or perturbation of physiological
 function, an adequate high dose  would
 be a dose that causes no more than 10%
 reduction of body weight gain over the
 life span of the animals. On the other
 hand, significant increases in mortality
 from effects other than cancer is
 accepted as clear evidence of frank
 toxicity, which indicates that an
 adequate high dose may have been
 exceeded. Other signs of treatment-
 related toxicity that may indicate that an
 adequate high dose has been exceeded
 include the following: (a) Reduction of
 body weight gain of 10% or greater,  (b)
 significant increases in abnormal
 behavioral and clinical signs, (c)
 significant changes in hematology or
 clinical chemistry, (d) saturation of
 absorption and detoxification
 mechanisms, or (e) marked changes  in
 organ weight, morphology, and
 histopathology.
   For dietary studies, weight gain
 reductions should be evaluated as to
 whether there is a palatability problem
 or an issue with food efficiency;
 certainly, the latter is a toxic
 manifestation. In the case of inhalation
 studies with respirable particles,
 evidence of impairment of normal
 clearance of particles from the lung
 should be considered along with  other
 signs of toxicity to the respiratory
 airways to determine whether the high
 exposure concentration has been
 appropriately selected. For dermal
 studies, evidence  of skin irritation may
 indicate that an adequate high dose has
been reached.
  Interpretation of carcinogenicity study
results is profoundly affected by
exposure conditions, especially by
inappropriate dose selection. This is
particularly important in studies that
are nonpositive for carcinogenicity,
since failure to reach a sufficient dose
reduces the sensitivity of a study. A lack
of tumorigenic responses at exposure
levels that cause significant impairment

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of animal survival may also not be
acceptable as negative findings because
of the reduced sensitivity of the study.
On the other hand, overt toxicity or
inappropriate toxicokinetics due to
excessive high doses may result in
tumor effects that are secondary to the
toxicity rather than directly attributable
to the agent.
  There are several possible outcomes
regarding the study interpretation of the
significance and relevance of
tumorigenic effects associated with
exposure or dose levels below, at, or
above an adequate high dose. General
guidance is given here that should not
be taken as prescriptive; for each case,
the information at hand is evaluated and
a rationale should be given for the
position taken.
  • Adequate high dose: If an adequate
high dose has been utilized, tumor
effects are judged positive or negative
depending on the presence or absence of
significant tumor incidence increases,
respectively.
  • Excessive high dose: If toxicity or
mortality is excessive at the high dose,
interpretation depends on the finding of
tumors or not.
  (a) Studies that show tumor effects
only at excessive doses may be
compromised and may or may not carry
weight, depending on the interpretation
in the context of other study results and
other lines of evidence. Results of such
studies, however, are generally not
considered suitable for risk
extrapolation.
  (b) Studies that show tumors at lower
doses, even though the high dose is
excessive  and may be discounted,
should be evaluated on their own
merits.
  (c) If a study does not show an
increase in tumor incidence at a toxic
high dose and appropriately spaced
lower doses are used without such
toxicity or tumors, the study is generally
judged as negative for carcinogenicity.
  • Inadequate high  dose: Studies of
inadequate sensitivity where an
adequate high dose has not been
reached may be used to bound the dose
range where carcinogenic effects might
be expected.
  Statistical Considerations. The main
aim of statistical evaluation is to
determine whether exposure to the test
agent is associated with an increase of
tumor development. Statistical analysis
of a long-term study should be
performed for each tumor type
separately. The incidence of benign and
malignant lesions of the same cell type,
usually within a single tissue or organ,
are considered separately and are
combined when scientifically defensible
(McConnell et al., 1986).
                     Trend tests and pairwise comparison
                   tests are the recommended tests for
                   determining whether chance, rather
                   than a treatment-related effect, is a
                   plausible explanation for an apparent
                   increase in tumor incidence. A trend
                   test such as the Cochran-Armitage test
                   (Snedecor and Cochran, 1967) asks
                   whether the results in all dose groups
                   together increase as dose increases.  A
                   pairwise comparison test such as the
                   Fisher exact test (Fisher, 1932) asks
                   whether an incidence in one dose group
                   is increased over the control group. By
                   convention, for both tests a statistically
                   significant comparison is one for which
                   p <0.05 that the increased incidence is
                   due to chance. Significance in either
                   kind of test is sufficient to reject the
                   hypothesis that chance accounts for the
                   result. A statistically significant
                   response may or may not be biologically
                   significant and vice versa. The selection
                   of a significance level is a policy choice
                   based on a trade-off between the risks of
                   false positives and false negatives. A
                   significance level of greater or less than
                   5% is examined to see if it confirms
                   other scientific information. When the
                   assessment departs from a simple 5%
                   level, this should be highlighted in the
                   risk characterization.  A two-tailed test
                   or a one-tailed test can be used. In either
                   case a rationale is provided.
                     Considerations of multiple
                   comparisons should also be taken into
                   account. Haseman (1983) analyzes
                   typical animal bioassays testing both
                   sexes of two species and concludes  that,
                   because of multiple comparisons, a
                   single tumor increase for a species-sex-
                   site combination that is statistically
                   significant at the 1% level for common
                   tumors or 5% for rare tumors
                   corresponds to a 7—8% significance
                   level for the study as a whole.
                   Therefore, animal bioassays presenting
                   only one significant result that falls
                   short of the 1%  level for a common
                   tumor may be treated with caution.
                     Concurrent and Historical Controls.
                   The standard for determining statistical
                   significance of tumor incidence comes
                   from a comparison of tumors in dosed
                   animals as compared with concurrent
                   control animals. Additional insights
                   about both statistical and biological
                   significance can come from an
                   examination of historical control data
                   (Tarone, 1982; Haseman, 1995).
                   Historical control data can add to the
                   analysis particularly by enabling
                   identification of uncommon tumor types
                   or high spontaneous incidence of a
                   tumor in a given animal strain.
                   Identification of common or uncommon
                   situations prompts further thought
                   about the meaning of the response in the
                   current study in context with other
 observations in animal studies and with
 other evidence about the carcinogenic
 potential of the agent. These other
 sources of information may reinforce or
 weaken the significance given to the
 response in the hazard assessment.
 Caution should be exercised in simply
 looking at the ranges of historical
 responses because the range ignores
 differences in survival of animals among
 studies and is related to the number of
 studies in the database.
  In analyzing results for uncommon
 tumors in a treated group that are not
 statistically significant in comparison to
 concurrent controls, the analyst can use
 the experience of historical controls to
 conclude that the result is in fact
 unlikely to be due  to chance. In
 analyzing results for common tumors, a
 different set of considerations comes
 into play. Generally speaking,
 statistically significant increases in
 tumors should not be discounted simply
 because incidence  rates in the treated
 groups are within the range of historical
 controls or because incidence rates in
 the concurrent controls are somewhat
 lower than average. Random assignment
 of animals to groups and proper
 statistical procedures provide assurance
 that statistically significant results are
 unlikely to be due to chance alone.
 However, caution should be used in
 interpreting results that are barely
 statistically significant or in which
 incidence rates in concurrent controls
 are unusually low in comparison with
 historical controls.
  In cases where there may be reason to
 discount the biological relevance to
 humans of increases in common animal
 tumors, such considerations should be
 weighed on their own merits and clearly
 distinguished from statistical concerns.
  When historical control data are used,
 the discussion needs to address several
 issues that affect comparability of
 historical and concurrent control data.
 Among these issues are the following:
 genetic drift in the  laboratory strains;
 differences in pathology examination at
 different times and in different
 laboratories (e.g., in criteria for
 evaluating lesions;  variations in the
 techniques for preparation or reading of
 tissue samples among laboratories);
comparability of animals from different
 suppliers. The most relevant historical
 data come from the same laboratory and
 same supplier, gathered within 2 or 3
years one way or the other of the study
under review; other data should be used
only with extreme caution.
  Assessment of Evidence of
Carcinogenicity from Long-Term
Animal Studies. In general, observation
of tumor effects under different
circumstances lends support to the

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                                                                      17977
 significance of the findings for animal
 cnrcinogonicity. Significance is a
 function of the number of factors
 present, and for a factor such as
 malignancy, the severity of the observed
 pathology. The following observations
 add significance to the tumor findings:
   • uncommon tumor types
   • tumors at multiple sites
   • tumors by more than one route of
 administration
   • tumors in multiple species, strains,
 or both sexes
   • progression of lesions from
 prcnooplaslic to benign to malignant
   • reduced latency of neoplastic
 lesions
   • motostases
   • unusual magnitude of tumor
 response
   • proportion of malignant tumors
   • doso-related increases
   Those guidelines adopt the science
 policy position that tumor findings in
 animals indicate that an agent may
 produce such effects in humans.
 Moreover, the absence of tumor findings
 in well-conducted, long-term animal
 studios in at least two species provides
 reasonable assurance that an agent may
 not bo a carcinogenic concern for
 humans. Each of these is a default
 assumption that may be adopted, when
 appropriate, after evaluation of tumor
 data and other key evidence.
   Site concordance of tumor effects
 between animals and humans is an
 issue to be considered in each case.
 Thus for, there is evidence that growth
 control mechanisms at the level of the
 cell are homologous among mammals,
 but there is no evidence that these
 mechanisms are site concordant.
 Moreover, agents observed to produce
 tumors in both humans and animals
 have produced tumors either at the
 same (e.g., vinyl chloride) or different
 sites (e.g., benzene) (NRG, 1994). Hence,
 site concordance is not assumed a
 priori. On the other hand,  certain
 processes with consequences for
 particular tissue sites (e.g., disruption of
 thyroid function) may lead to an
 anticipation of site concordance.
  2.2.2.2. Other Studies. Various
 intermediate-term studies  often  use
 protocols that screen for carcinogenic or
 prcneoplastic effects, sometimes in a
 single tissue. Some involve the
 development of various proliferative
 lesions, like foci of alteration in the liver
 (Goldsworthy ot al.» 1986). Others use
 tumor ondpoints, like the induction of
 lung adenomas in the sensitive strain A
 mouso (Maronpot et al., 1986) or tumor
 induction in initiation-promotion
 studies using various organs such as the
 bladder, intestine, liver, lung, mammary
gland, and thyroid  (Ito et al., 1992). In
 these tests, the selected tissue is, in a
 sense, the test system rather than the
 whole animal. Important information
 concerning the steps in the carcinogenic
 process and mode of action can be
 obtained from "start/stop" experiments.
 In these protocols, an agent is given for
 a period of time to induce particular
 lesions or effects, then stopped to
 evaluate the progression or reversibility
 of processes (Todd, 1986; Marsman and
 Popp, 1994).
   Assays in genetically engineered
 rodents ma}' provide insight into the
 chemical and gene interactions involved
 in carcinogenesis (Tennant et al.,
 1995a). These mechanistically based
 approaches involve activated oncogenes
 that are introduced (transgenic) or
 tumor suppressor genes that are deleted
 (knocked-out). If appropriate genes are
 selected, not only may these systems
 provide information on mechanisms,
 but the rodents typically show tumor
 development earlier than the standard
 bioassay. Transgenic mutagenesis assays
 also represent a mechanistic approach
 for assessing the mutagenic properties of
 agents as well as  developing
 quantitative linkages between exposure,
 internal dose, and mutation related to
 tumor induction  (Morrison and Ashby,
 1994; Sisk et al., 1994; Hayward et al.,
 1995). These systems use a stable
 genomic integration of a lambda shuttle
 vector that carries a lacl target gene and
 a lacZ reporter gene.
   The support that these studies give to
 a determination of carcinogenicity rests
 on then* contribution to the consistency
 of other evidence about an agent. For
 instance, benzoyl peroxide  has promoter
 activity on the skin, but the overall
 evidence may be  less supportive (Kraus
 et al., 1995). These studies also may
 contribute information about mode of
 action. One needs to recognize the
 limitations of these experimental
 protocols such as short duration, limited
 histology, lack of complete  development
 of tumors, or experimental
 manipulation of the carcinogenic
 process that may limit their contribution
 to the overall assessment. Generally,
 their results are appropriate as aids in
 the assessment for interpreting other
 lexicological evidence (e.g., rodent
 chronic bioassays), especially regarding
 potential modes of action. With
 sufficient validation, these studies may
 partially or wholly replace chronic
 bioassays in the future (Tennant et al.,
 1995).

 2.2.3. Structural Analogue Data
  For some chemical classes, there is
 significant information available on the
carcinogenicity of analogues, largely in
rodent bioassays. Analogue  effects are
 instructive in investigating carcinogenic
 potential of an agent as well as
 identifying potential target organs,
 exposures associated with effects, and
 potential functional class effects or
 modes of action. All appropriate studies
 are included and analyzed, whether
 indicative of a positive effect or not.
 Evaluation includes tests in various
 animal species, strains, and sexes; with
 different routes of administration; and at
 various doses, as data are available.
 Confidence in conclusions is a function
 of how similar the analogues are to the
 agent under review in structure,
 metabolism, and biological activity.
 This confidence needs to be considered
 to ensure a balanced position.
 2.3. Analysis of Other Key Data
   The physical, chemical, and structural
 properties of an agent, as well as data on
 endpoints that are thought to be critical
 elements of the carcinogenic process,
 provide valuable insights into the
 likelihood of human cancer risk. The
 following sections provide guidance for
 analyses of these data.

 2.3.1. Physicochemical Properties
   Physicochemical properties affect an
 agent's absorption, tissue distribution
 (bioavailability), biotransformation, and
 degradation in the body and are
 important determinants of hazard
 potential (and dose response analysis).
 Properties to analyze include, but are
 not limited to, the following: molecular
 weight, size, and shape; valence state;
 physical state (gas, liquid, solid); water
 or lipid solubility, which can influence
 retention and tissue distribution; and
 potential for chemical degradation or
 stabilization in the body.
   An agent's potential for chemical
 reaction with cellular components,
 particularly with DNA and proteins, is
 also important. The agent's molecular
 size and shape, electrophilicity, and
 charge distribution are considered in
 order to decide whether they would
 facilitate such reactions.

 2.3.2. Structure-Activity Relationships
   Structure-activity relationship (SAR)
 analyses and models can be used to
 predict molecular properties, surrogate
 biological endpoints, and
 carcinogenicity. Overall, these analyses
 provide valuable initial information on
 agents, which may strengthen or weaken
 the concern for an agent's carcinogenic
 potential.
  Currently, SAR analysis is useful for
 chemicals and metabolites that are
believed to initiate carcinogenesis
through covalent interaction with DNA
 (i.e., DNA-reactive, mutagenic,
electrophilic, or proelectrophilic

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chemicals) (Ashby and Tennant, 1991).
For organic chemicals, the predictive
capability of SAR analysis combined
with other toxicity information has been
demonstrated (Ashby and Tennant,
1994). The following parameters are
useful in comparing an agent to its
structural analogues and congeners that
produce tumors and affect related
biological processes such as receptor
binding and activation, mutagenicity,
and general toxicity (Woo and Arcos,
1989):
  • nature and reactivity of the
electrophilic moiety or moieties present,
  • potential to form electrophilic
reactive intermediate(s) through
chemical, photochemical, or metabolic
activation,
  • contribution of the carrier molecule
to which the electrophilic moiety(ies) is
attached,
  • physicochemical properties (e.g.,
physical state, solubility, octanol-water
partition coefficient, half-life in aqueous
solution),
  • structural and substructural features
(e.g., electronic, stearic, molecular
geometric),
  • metabolic pattern (e.g., metabolic
pathways and activation and
detoxification ratio), and
  • possible exposure route(s) of the
agent.
  Suitable SAR analysis of non-DNA-
reactive chemicals and of DNA-reactive
chemicals that do not appear to bind
covalently to DNA requires knowledge
or postulation of the probable mode(s)
of action of closely related carcinogenic
structural analogues (e.g., receptor-
mediated, cytotoxicity-related).
Examination of the physicochemical
and biochemical properties of the agent
may then provide the rest of the
information needed in order to make an
assessment of the likelihood of the
agent's activity by that mode of action.

2.3.3. Comparative Metabolism and
Toxicokinetics
  Studies of the absorption,
distribution, biotransformation, and
excretion of agents permit comparisons
among species to  assist in determining
the implications of animal responses for
human hazard assessment, supporting
identification of active metabolites,
identifying changes in distribution and
metabolic pathway or pathways over a
dose range, and making comparisons
among different routes of exposure.
  If extensive data are available (e.g.,
blood/tissue partition coefficients and
pertinent physiological parameters of
the species of interest), physiologically
based pharmacokinetic models can be
constructed to assist in a determination
of tissue dosimetry,  species-to-species
                   extrapolation of dose, and route-to-route
                   extrapolation (Connolly and Andersen,
                   1991; see section 3.2.2). If it is not
                   contrary to available data, it is assumed
                   as a default that toxicokinetic and
                   metabolic processes are qualitatively
                   comparable between species. Discussion
                   of the defaults regarding quantitative
                   comparison and their modifications
                   appears in section 3.
                     The qualitative question of whether
                   an agent is absorbed by a particular
                   route of exposure is important for
                   weight of evidence classification
                   discussed in  section 2.7.1. Decisions
                   whether route of exposure is a limiting
                   factor on expression of any hazard, in
                   that absorption does not occur by a
                   route, are based on studies in which
                   effects of the  agent, or its structural
                   analogues, have been observed by
                   different routes, on physical-chemical
                   properties, or on toxicokinetics studies.
                     Adequate metabolism and
                   pharmacokinetic data can be applied
                   toward the following as data permit.
                   Confidence in conclusions is enhanced
                   when in vivo data are available.
                     • Identifying metabolites and reactive
                   intermediates of metabolism and
                   determining whether one or more of
                   these intermediates are likely to be
                   responsible for the observed effects.
                   This information on the reactive
                   intermediates will appropriately focus
                   SAR analysis, analysis of potential
                   modes of action, and estimation of   .
                   internal dose in dose response
                   assessment (D'Souza et al., 1987;
                   Krewski et al., 1987).
                     • Identifying and comparing the
                   relative activities of metabolic pathways
                   in animals with those in humans. This
                   analysis can provide insights for
                   extrapolating results of animal studies
                   to humans.
                     • Describing anticipated distribution
                   within the body and possibly
                   identifying target organs. Use of water
                   solubility, molecular weight, and
                   structure analysis can support
                   qualitative inferences about anticipated
                   distribution and excretion. In addition,
                   describing whether the agent or
                   metabolite of concern will be excreted
                   rapidly or slowly or will be stored in a
                   particular tissue or tissues to be
                   mobilized later can identify issues in
                   comparing species and formulating dose
                   response assessment approaches.
                     • Identifying changes in
                   toxicokinetics and metabolic pathways
                   with increases in dose. These changes
                   may result in  important differences in
                   disposition of the agent or its generation
                   of active forms of the agent between
                   high and low  dose levels. These studies
                   play an important role in providing a
f physicochemical data (e.g.,
ol-water partition coefficient
 rationale for dose selection in
 carcinogenicity studies.
   •  Determining bioavailability via
 different routes of exposure by
 analyzing uptake processes under
 various exposure conditions. This
 analysis supports identification of
 hazards for untested routes. In addition,
 use of i
 octanol-water partitio
 information) can support an inference
 about the likelihood of dermal
 absorption (Flynn, 1990).
   Irt all of these areas, attempts are
 made to clarify and describe as much as
 possible the variability to be expected
 because of differences in species, sex,
 age, and route of exposure. The analysis
 takes into account the presence of
 subpopulations of individuals who are
 particularly vulnerable to the effects of
 an agent because of toxicokinetic or
 metabolic differences (genetically or
 environmentally determined) (Bois et
 al., 1995).
 2.3.4. Toxicological and Clinical
 Findings
   Toxicological findings in
 experimental animals and clinical
 observations in humans are an
 important resource to the cancer hazard
 assessment. Such findings provide
 information on physiological effects,
 effects on enzymes, hormones, and
 other important macromolecules as well
 as on target organs for toxicity. Given
 that the cancer process represents
 defects in terminal differentiation,
 growth control, and cell death,
 developmental studies of agents may
 provide an understanding of the activity
 of an agent that carries over to cancer
 assessment. Toxicity studies in animals
 by different routes of administration
 support comparison of absorption and
 metabolism by those routes. Data on
 human variability in standard clinical
 tests may provide insight into the range
 of human sensitivity and common
 mechanisms to agents that affect the
 tested parameters.
 2.3.5. Mode of Action-Related
Endpoints and Short-Term Tests
  A myriad of biochemical and
biological endpoints relevant to the
carcinogenic process provide important
 information in determining whether a
cancer hazard exists and include, but
are not limited to, mutagenesis,
inhibition of gap junctional intercellular
communication, increased cell
proliferation, inhibition of programmed
cell death, receptor activation, and
immunosuppression. These precursor
effects are discussed below.
  2.3.5.1. Direct DNA Effects. Because
cancer is the result of multiple genetic

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                                                                     17979
 defects in genes controlling proliferation
 and tissue homeostasis (Vogelstein et
 al.( 1988), the ability of an agent to affect
 DNA is of obvious importance. It is well
 known that many carcinogens are
 olectrophiles that interact directly with
 DNA, resulting in DNA damage and
 adducts, and subsequent mutations
 (referred to in these guidelines as direct
 DNA effects) that are thought to
 contribute to the carcinogenic process
 (Shelby and Zoiger, 1990; Tinwell and
 Ashby, 1991). Thus, studies of these
 phenomena continue to be important in
 the assessment of cancer hazard. The
 EPA has published testing guidelines for
 detecting the ability of agents to affect
 DNA or chromosomes (EPA, 1991a).
 Information on agents that induce
 mutations in animal germ cells also
 deserves attention; several human
 carcinogens have been shown to be
 positive in rodent tests for the induction
 of genetic damage in both somatic and
 germ colls (Shelby, 1995).
   2.3.5.2. Secondary DNA Effects.
 Similarly of interest are secondary
 mechanisms that either increase
 mutation  rates or the number of
 dividing cells. An increase in mutations
 might be due to cytotoxic exposures
 causing regenerative proliferation or
 mitogenic influences, either of which
 could result in clonal expansion of
 initiated cells (Cohen and Ellwein,
 1990). An agent might interfere with the
 enzymes involved in DNA repair and
 recombination (Barrett and Lee, 1992).
 Also, programmed cell death (apoptosis)
 can potentially be blocked by an agent,
 thereby permitting replication of
 damaged cells. For example, peroxisome
 proliferators may act by suppressing
 apoptosis pathways (Shulte-Hermann et
 at., 1993; Bayly eta/., 1994). An agent
 may also generate reactive oxygen
 species that produce oxidative damage
 to DNA and other important
 macromolecules that become important
 elements of the carcinogenic process
 (Kehrer, 1993; Clayson etal, 1994;
 Chang et a!., 1988). Damage to certain
 critical DNA repair genes or other genes
 (e.g., the p53 gene) may result in
 gonomic instability, which predisposes
 cells to further genetic alterations and
 increases the probability of neoplastic
 progression independent of any
 exogenous agent (Harris and Hollstein,
 1993; Lovine, 1994).
  The loss or gain of chromosomes (i.e.,
 anouploidy) is an effect that can result
 in gonomic instability (Feoron and
 Vogolstoin, 1990; Cavenee et al, 1986).
 Although the relationship between
 induced aneuploidy and carcinogenesis
 is not completely established, several
carcinogens have been shown to induce
aneuploidy (Gibson et al., 1995; Barrett,
 1992). Agents that cause aneuploidy
 interfere with the normal process of
 chromosome segregation and lead to
 chromosomal losses, gains, or
 aberrations by interacting with the
 proteins (e.g., microtubules) needed for
 chromosome movement.
   2.3.5.3. Nonmutagenic and Other
 Effects. A failure to detect DNA damage
 and mutation induction in several test
 systems suggests that a carcinogenic
 agent may act by another mode of
 action.
   It is possible for an agent to alter gene
 expression (transcriptional,
 translational, or post-translational
 modifications) by means not involving
 mutations (Barrett, 1995). For example,
 perturbation of DNA methylation
 patterns may cause effects that
 contribute to carcinogenesis (Jones,
 1986; Goodman  and Counts, 1993;
 Holliday, 1987). Overexpression of
 genes by amplification has been
 observed in certain tumors (Vainio et
 al., 1992). Other mechanisms may
 involve cellular reprogramming through
 hormonal mechanisms or receptor-
 mediated mechanisms (Ashby et al.,
 1994; Barrett, 1992).
   Gap-junctional intercellular
 communication is widely believed to
 play a role in tissue and organ
 development and in the maintenance of
 a normal cellular phenotype within
 tissues. A growing body of evidence
 suggests that chemical interference with
 gap-junctional intercellular
 communication is a contributing factor
 in tumor development; many
 carcinogens have been shown to inhibit
 this communication.  Thus, such
 information may provide useful
 mechanistic data in evaluating cancer
 hazard (Swierenga and Yamasaki, 1992;
 Yamasaki, 1995).
  Both cell death and cell proliferation
 are mandatory for the maintenance of
 homeostasis in normal tissue. The
 balance between the two directly  affects
 the survival and growth of initiated
 cells, as well as preneoplastic and tumor
 cell populations  (i.e., increase in cell
 proliferation or decrease in cell death)
 (Bellamy et al., 1995; Cohen and
 Ellwein, 1990,1991; Cohen et al., 1991).
 In studies of proliferative effects,
 distinctions should be made between
 mitogenesis and regenerative
proliferation (Cohen and Ellwein, 1990,
 1991; Cohen et al.,  1991). In applying
information from studies on cell
proliferation and apoptosis to risk
assessment, it is important to identify
the tissues and target cells involved, to
measure effects in both normal and
neoplastic tissue, to distinguish between
apoptosis and necrosis, and to
 determine the dose that affects these
 processes.
   2.3.5.4. Criteria for Judging Mode of
 Action. Criteria that are applicable for
 judging the adequacy of mechanistically
 based data include the following:
   •  mechanistic relevance of the data to
 carcinogenicity,              ,       ,
   •  number of studies of each endpoint,
   •  consistency of results  in different
 test systems and different species,
   •  similar dose response  relationships
 for tumor and mode of action-related
 effects,
   •  tests conducted in accordance with
 generally accepted protocols, and
   •  degree of consensus and general
 acceptance among scientists regarding
 interpretation of the significance and,
 specificity of the tests.
   Although important information can
 be gained from in vitro test systems, a
 higher level of confidence  is generally
 given to data that are derived from in
 vivo systems, particularly those results
 that show a site concordance with the
 tumor data.

 2.4.  Biomarker Information
   Various endpoints can serve as
 biological markers of events in
 biological systems or samples. In some
 cases, these molecular or cellular effects
 (e.g., DNA or protein adducts, mutation,
 chromosomal aberrations, levels of
 thyroid stimulating hormone) can be
 measured in blood, body fluids, cells
 and tissues to serve as biomarkers  of
 exposure in both animals and humans
 (Callemen et al., 1978; Birner et al.,
 1990). As such, they can do the
 following:
   •  act as an  internal surrogate measure
 of chemical dose, representing as     •.
 appropriate, either recent (e.g., serum
 concentration) or accumulated (e.g.,
 hemoglobin adducts) exposure,
   • help identify doses at which  -
 elements of the carcinogenic process are
 operating,
   • aid in interspecies extrapolations
 when data are available from both
 experimental animal and human cells,
 and
   • under certain circumstances,
 provide insights into the possible shape
 of the dose response curve  below levels
 where tumor incidences are observed
 (e.g., Choy, 1993).
  Genetic and other findings (like
 changes in proto-oncogenes and tumor
 suppressor genes in preneoplastic and
neoplastic tissue or possibly measures
of endocrine disruption) can indicate
the potential for disease and as such
serve as biomarkers of effect. They, too,
can be used in different ways:
  • The spectrum of genetic changes in
proliferative lesions and tumors

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following chemical administration to
experimental animals can be
determined and compared with those in
spontaneous tumors in control animals,
in animals exposed to other agents of
varying structural and functional
activities, and in persons exposed to the
agent under study.
  • They may provide a linkage to
tumor response.
  • They may help to identify
subpopulations of individuals who may
be at an elevated risk for cancer, e.g.,
cytochrome P450 2D6/debrisoquine
sensitivity for lung cancer (Caporaso et
al., 1989) or inherited colon cancer
syndromes (Kinzler et al., 1991;
Peltomaki et al., 1993).
  • As with biomarkers of exposure, it
may be justified in some cases to use
these endpoints for dose response
assessment or to provide insight into the
potential shape of the dose response
curve at doses below those at which
tumors are induced experimentally.
  In applying biomarker data to cancer
assessment (particularly assessments
based on epidemiologic data), one
should consider the following:
  • routes of exposure
  • exposure to mixtures
  • time after exposure
  • sensitivity and specificity of
biomarkers
  • dose response relationships.
2.5. Mode of Action—Implications for
Hazard Characterization and Dose
Response
  The interaction of the biology of the
organism and the chemical properties of
the agent determine whether there is an
adverse effect. Thus, mode of action
analysis is based on physical, chemical,
and biological information that helps to
explain critical events in an agent's
influence on development of tumors.
The entire range of information
developed in the assessment is reviewed
to arrive at a reasoned judgment. An
agent may work by more than one mode
of action both at different sites and at
the same  tumor site. It is felt that at least
some information bearing on mode of
action (e.g., SAR, screening tests for
mutagenicity) is present for most agents
undergoing assessment of
carcinogenicity, even though certainty
about exact molecular mechanisms may
be rare.
  Inputs to mode of action analysis
include tumor data in humans, animals,
and among structural analogues as well
as the other key data. The more
complete the data package and generic
knowledge about a given mode of-
action, the more confidence one has and
the more  one can replace or  refine
default science policy positions with
                   relevant information. Making reasoned
                   judgments is generally based on a data-
                   rich source of chemical, chemical class,
                   and tumor type-specific information.
                   Many times there will be conflicting
                   data and gaps in the information base;
                   one must carefully evaluate these
                   uncertainties before reaching any
                   conclusion.
                     Some of the questions that need to be
                   addressed include the following:
                     • Has a body of data been developed
                   on the agent that fits with a generally
                   accepted mode of action?
                     • Has the mode of action been
                   published and gained general scientific
                   acceptance through peer-reviewed
                   research or is it still speculative?
                     • Is the mode of action consistent
                   with generally agreed-upon principles
                   and understanding of carcinogenesis?
                     • Is the mode of action reasonably
                   anticipated or assumed, in the absence
                   of specific data, to operate in humans?
                   How is this question influenced by
                   information on comparative uptake,
                   metabolism, and excretion patterns
                   across animals and humans?
                     • Do humans appear to be more or
                   less sensitive to the mode of action than
                   are animals?
                     • Does the agent affect DNA, directly
                   or indirectly?
                     • Are there important determinants in
                   carcinogenicity other than effects on
                   DNA,  such as changes in cell
                   proliferation, apoptosis, gene
                   expression, immune surveillance, or
                   other influences?
                     In making decisions about potential
                   modes of action and the relevance of
                   animal tumor findings to humans
                   (Ashby et al., 1990), very often the
                   results of chronic animal studies may
                   give important clues. Some of the
                   important factors to review include the
                   following:
                     • tumor types, e.g., those responsive
                   to endocrine influence, those produced
                   by reactive carcinogens (Ashby and
                   Tennant, 1991),
                     • number of tumor sites, sexes,
                   studies, and species affected or
                   unaffected (Tennant, 1993),
                     • influence of route of exposure;
                   spectrum of tumors; local or systemic
                   sites,
                     • target organ or system toxicity, e.g.,
                   urinary chemical changes associated
                   with stone formation, effects on immune
                   surveillance,
                     • presence of proliferative lesions,
                   e.g., hepatic foci, hyperplasias,
                     • progression of lesions from
                   preneoplastic to benign to malignant
                   with dose and time,
                     • ratio of malignant to benign tumors
                   as a function of dose and time,
                     • time of appearance of tumors after
                   commencing exposure,
   •  tumors invading locally,
 metastasizing, producing death,
   •  tumors at sites in laboratory
 animals with high or low spontaneous
 historical incidence,
   •  biomarkers in tumor cells, both
 induced and spontaneous, e.g., DNA or
 protein adducts, mutation spectra,
 chromosome changes, oncogene
 activation, and
   •  shape of the dose response in the
.range of tumor observation, e.g., linear
 vs. profound change in slope.
   Some of the myriad of ways that
 information from chronic animal studies
 influences mode of action judgments
 include the following. Multisite and
 multispecies tumor effects are often
 associated with mutagenic agents. •
 Tumors restricted to one sex/species
 may suggest an influence restricted to
 gender/strain, or species. Late onset of
 tumors that are primarily benign or are
 at sites with a high historical
 background incidence or show reversal
 of lesions on cessation of exposure may
 point to a growth-promoting mode of
 action. The possibility that an agent may
 act differently in different tissues or
 have more than one mode of action in
 a single tissue must also be kept in
 mind.
   Simple knowledge of sites of tumor
 increase in rodent studies can give
 preliminary clues as to mode of action.
 Experience at the National Toxicology
 Program (NTP) indicates that substances
 that are DNA reactive and produce gene
 mutations may be unique in producing
 tumors in certain anatomical sites,
 while tumors at other sites may arise
 from both mutagenic or nonmutagenic
 influences (Ashby and Tennant, 1991;
 Huffetal., 1991).
   Effects on tumor sites in rodents and
 other mode of action information has
 been explored for certain agents (Alison
 et al., 1994; Clayson, 1989; ECETOC,
 1991; MacDonald et al., 1994; McClain,
 1994; Tischer et al., 1991; ILSI, 1995;
 Cohen and Ellwein, 1991; FASEB, 1994;
 Havu et al., 1990; U.S. EPA, 1991; Li et
 al., 1987; Grasso and Hinton, 1991;
 Larson et al., 1994; IARC, 1990; Jack et
 al., 1983; Stitzel et al., 1989; Ingram and
 Grasso, 1991; Bus and Popp, 1987;
 Prahalada et al., 1994; Yamada et al.,
 1994; Hill et al., 1989; Burek et al.,
 1988).
   The selection of a dose response
 extrapolation procedure for cancer risk
 estimation considers mode of action
 information. When information is
 extensive and there is considerable
 certainty in a given mode of action, a
 biologically based or case-specific
 model that incorporates data on
 processes involved is preferred.
 Obviously, use of such a model requires

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 tho existence of substantial data on
 component parameters of the mode of
 action, and judgments on its
 applicability must be made on a case-
 by-case basis.
   In tho absence of information to
 dovolop a biologically based or case-
 spccific model, understanding of mode
 of action should be employed to the
 extent possible in deciding upon one of
 three science policy defaults: Low-dose
 linear extrapolation, nonlinear, and both
 procedures. The overall choice of the
 dofault(s) depends upon weighing the
 various inputs and deciding which best
 reflect the mode of action
 understanding. A rationale accompanies
 whichever default or defaults are
 chosen.
   A default assumption of linearity is
 appropriate when the evidence supports
 a mode of action of gene mutation due
 to DNA reactivity or supports another
 mode of action that is anticipated to be
 linear. Other elements of empirical data
 may also support an inference of
 linearity, e.g., the background of human
 exposure to an agent might be such that
 added human exposure is on the linear
 part of a dose response curve that is
 sublincar overall. The default
 assumption of linearity is also
 appropriate as the ultimate default
 when evidence shows no DNA
 reactivity or other support for linearity,
 but neither is it sufficient evidence of a
 nonlinear mode of action to support a
 nonlinear procedure.
  A default assumption of nonlinearity
 is appropriate when there is no
 evidence for linearity and sufficient
 evidence to support an assumption of
 nonlinoarity and a nonlinear procedure.
 The mode of action may lead to a dose
 response relationship that is nonlinear,
 with response falling much more
 quickly than linearly \vith dose, or being
most influenced by individual
differences in sensitivity. Alternatively,
 tho mode of action may theoretically
have a threshold, e.g., the
corcinogenicity may be a secondary
 effect of toxicity that is itself a threshold
 phenomenon.
   Both linear and nonlinear procedures
 may be used in particular cases. If a
 mode of action analysis finds
 substantial support for differing modes
 of action for different tumor sites, an
 appropriate procedure is used for each.
 Both procedures may also be
 appropriate to discuss implications of
 complex dose response relationships.
 For example, if it is apparent that an
 agent is both DNA reactive and is highly
 active as a promoter at high doses, and
 there are insufficient data for modeling,
 both linear and nonlinear default
 procedures may be needed to decouple
 and consider the contribution of both
 phenomena.

 2.6. Weight of Evidence Evaluation for
 Potential Human Carcinogenicity
   A weight of evidence evaluation is a
 collective evaluation of all pertinent
 information so that the full impact of
 biological plausibility and coherence are
 adequately considered. Identification
 and characterization of human
 Carcinogenicity is based on human and
 experimental data, the nature,
 advantages and limitations of which
 have been discussed in the preceding
 sections.
   The subsequent sections outline: (I)
 the basics of weighing individual lines
 of evidence and combining the entire
 body of evidence to make an informed
 judgment, (2) classification descriptors
 of cancer hazard, and (3) some case
 study examples to illustrate how the
 principles of guidance can be applied to
 arrive at a classification.

 2.6.1. Weight of Evidence Analysis
  Judgment about the weight of
 evidence involves considerations of the
 quality and adequacy of data and
 consistency of responses induced by the
 agent in question. The weight of
 evidence judgment requires combined
input of relevant disciplines. Initial
views of one kind of evidence may
 change significantly when other
 information is brought-to the
 interpretation. For example, a positive
 animal Carcinogenicity finding may be
 diminished by other key data; a weak
 association in epidemiologic studies
 may be bolstered by consideration of
 other key data and animal findings.
 Factors typically considered are
 illustrated in figures below. Generally,
 no single weighing factor on either side
 determines the overall weight. The
 factors are not scored mechanically by
 adding pluses and minuses; they are
 judged in combination.
   Human Evidence. Analyzing the
 contribution of evidence from a body of
 human data requires examining
 available studies and weighing them in
 the context of well-accepted criteria for
 causation (see section 2.2.1). A
 judgment is made about how closely
 they satisfy these criteria, individually
 and jointly, and  how far they deviate
 from them. Existence of temporal
 relationships, consistent results in
 independent studies, strong association,
 reliable exposure data, presence of dose-
 related responses, freedom from biases
 and confounding factors, and high level
 of statistical significance are among the
 factors leading to increased confidence
 in a conclusion of causality.
  Generally, the  weight of human
 evidence increases with the number of
 adequate studies that show comparable
 results on populations exposed to the
 same agent under different conditions.
 The analysis takes into account all
 studies of high quality, whether
 showing positive associations or null
 results, or even protective effects. In
 weighing positive studies against null
 studies, possible reasons for
 inconsistent results should be sought,
 and results of studies that are judged to
be of high quality are given more weight
than those from studies judged to be
methodologically less sound. See figure
 2-1.
 BILLING CODE 6560-50-P

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Federal Register / Vol. 61, No. 79 / Tuesday, April 23, 1996  / Notices
                                          Human  Evidence Factors
                  Increase Weight
                                                     Decrease  Weight
       Number of independent studies with
       consistent  results


       Most causal criteria satisfied:

       Temporal  relationship
       Strong association
       Reliable exposure data
       Dose response  relationship
       Freedom from  bias  and confounding
       Biological plausibility
       High statistical significance
                                     Few studies
                                     Equally well designed and conducted
                                     studies with null results
                                      Few causal criteria satisfied
                          Figure 2-1. Factors  for Weighing Human Evidence
  Generally, no single factor is
determinative. For example, the strength
of association is one of the causal
criteria. A strong association (i.e., a large
relatively risk) is more likely to indicate
causality than a weak association.
However, finding of a large excess risk
in a single study must be balanced
against the lack of consistency as
reflected by null results from other
equally well designed and well
conducted studies. In this situation, the
positive association of a single study
                  may either suggest the presence of
                  chance, bias or confounding, or reflect
                  different exposure conditions. On the
                  other hand, evidence of weak but
                  consistent associations across several
                  studies suggests either causality or the
                  same confounder may be operating in
                  all of these studies.
                    Animal Evidence. Evidence from
                  long-term or other carcinogenicity
                  studies in laboratory animals constitutes
                  the second major class of information
                  bearing on carcinogenicity. See  figure 2—
2. As discussed in section 2.2.2., each
relevant study must be reviewed and
evaluated as to its adequacy of design
and conduct as well as the statistical
significance and biological relevance of
its findings. Factors that usually
increase confidence in the predictivity
of animal findings are those of (1)
multiplicity of observations in
independent studies; (2) severity of
lesions, latency, and lesion progression;
(3) consistency in observations.

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                                                               17983
                                       Animal Evidence Factors
                   Increase Weight
       Number of independent studies with
       consistent results

       Same'site across species, structural
       analogues
       Multiple  observations
         Species
         Sites
         Sexes
       Severity and progression of lesions
         Early in life tumors/malignancy
         Dose response relationships
         Lesion progression
         Uncommon tumor

       Route of administration like human
       exposure
                                Decrease Weight
                  Single  study
                  Inconsistent results
                  Single site/species/sex




                  Benign tumors only

                  High background of incidence tumors
                 Route of administration unlike human
                 exposure
                                                  A
                        Figure 2-2. Factors for Weighing Animal Evidence
  Other Key Evidence. Additional
Information bearing on the qualitative
assessment of carcinogenic potential
may bo gained from comparative
pharmacokinotic and metabolism
studios, genetic toxicity studies, SAR
analysis, and other studies of an agent's
properties. See figure 2—3. Information
from these studies helps to elucidate
potential modes of action and biological  potential.
fate and disposition. The knowledge
gained supports interpretation of cancer
studies in humans and animals and
provides a separate source of
information about carcinogenic

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                                     Other Key Evidence Factors
               Increase Weight

      A rich set of other key data are available

      Physicochemical  data

      Data indicate reactivity with
      macromolecules

      Structure activity relationships support
      hazard potential

      Comparable metabolism and toxicokinetics
      between species
      Toxicological  and human clinical 'data
      support tumor findings

      Biomarker  data support attribution of
      effects to agent
      Mode of action data support causal
      interpretation of human evidence  or
      relevance of animal evidence
                                                 Decrease  Weight

                                  Few or poor data
                                      or
                                  Inadequate  data necessitate  use of default
                                  assumptions
                                      or
                                  Data show that animal findings are not
                                  relevant to humans
                       Figure 2-3.  Factors for Weighing Other Key Evidence
  Totality of Evidence. In reaching a      fact, possible weights of evidence span
view of the entire weight of evidence,     a broad continuum that cannot be
all data and inferences are merged.       capsulized. Most of the time the data in
Figure 2-4 indicates the generalities. In   various lines of evidence fall in the
                                                    middle of the weights represented in the
                                                    four figures in this section.

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                    Federal Register / Vol. 61, Mo.  79 / Tuesday, April 23, 1996  /  Notices
                                                                   17985
                                         Totality of Evidence Factors
               Increase Weight

        Evidence of human causality

        Evidence of animal effects relevant
        to humans

        Coherent inferences

        Comparable metabolism and toxicokinetics
        between species

        Mode of action comparable across species
                                   Decrease Weight

                   Data not available  or do not show causality

                   Data not available  or not relevant


                   Conflicting data

                   Metabolism  and toxicokinetics not
                   comparable

                   Mode of action not comparable  across
                   species
                         Figure 2-4.  Factors for Weighing Totality  of Evidence
 Olt-UWa CODE M60-SO-C
  The following section and the weight
 of evidence narrative discussed in 2.7.2.
 provide a way to state a conclusion and
 capture this complexity in a consistent
 way.
 2.6.2. Descriptors for Classifying Weight
 of Evidence
  Hazard classification uses three
 categories of descriptors for human
 carcinogenic potential: "known/likely,"
 "cannot bo determined," and "not
 likely." Each category has associated
 subdoscriptors to further define the
 conclusion. The descriptors are not
 meant to replace an explanation of the
 nuances of the biological evidence, but
 rather to summarize it. Each category
 spans a wide variety of potential data
 sots and weights of evidence. There will
 always bo gray areas, gradations, and
 borderline cases. That is why the
 descriptors are presented only in the
 context of a weight of evidence narrative
 whoso format is given in section 2.7.2.
 Using them within a narrative preserves
 and presents the complexity that is an
 essential part of the hazard
 classification. Applying a descriptor is a
 matter of judgment and cannot be
 reduced to a formula. Risk managers
 should consider the entire range of
 information included in the narrative
rather than focusing simply on the
 descriptor.
  A single agent may be categorized in
more than one way if, for instance, the
agent is likely to bo carcinogenic by one
route of exposure but not by another
(section 2.3.3).
  The descriptors and subdescriptors
are standardized and are to be used
consistently from case to case. The
discussions below explain descriptors
and subdescriptors which appear in
italics, and along with Appendix A and
section 2.6.3, illustrate their use.

"Known/Likely"
  This category of descriptors is
appropriate when the available tumor
effects and other key data are adequate
to convincingly demonstrate
carcinogenic potential for humans; it
includes:
  • Agents known to be carcinogenic in
humans based on either epidemiologic
evidence or a combination of
epidemiologic and experimental
evidence, demonstrating causality
between human exposure and cancer,
  • Agents that should be treated as if
they were known human carcinogens,
based on a combination of
epidemiologic data showing a plausible
causal association (not demonstrating it
definitively) and strong experimental
evidence.
  • Agents that are likely to produce
cancer in humans due to the production
or anticipated production of tumors by
modes of action that are relevant or
assumed to be relevant to human
carcinogenicity.
  Modifying descriptors for particularly
high or low ranking in the  "known/
likely" group can be applied based on
scientific judgment and experience and
are as follows:
  •  Agents that are likely to produce
cancer in humans based on data that are
at the high end of the weights of
evidence typical of this group,
  • Agents that are likely to produce
cancer in humans based on data that are
at the low end of the weights of
evidence typical of this group.

"Cannot Be Determined"

  This category of descriptors is
appropriate when available tumor
effects or other key data are suggestive
or conflicting or limited in quantity and,
thus, are not adequate to convincingly
demonstrate carcinogenic potential for
humans. In general, further agent
specific and generic research and testing
are needed to be able to describe human
carcinogenic potential. The descriptor
cannot be determined is used with a
subdescriptor that captures the
rationale:
  • Agents whose carcinogenic
potential cannot be determined, but for
which there is suggestive evidence that
raises concern for carcinogenic effects,
  • Agents whose carcinogenic
potential cannot be determined because
the existing evidence is composed of
conflicting data (e.g., some evidence is
suggestive of carcinogenic effects, but
other equally pertinent evidence does
not confirm any concern),
  • Agents whose carcinogenic
potential cannot be determined because
there are inadequate data to perform an
assessment,
  • Agents whose carcinogenic
potential cannot be determined because
no data are available to perform an
assessment.

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"Not Likely"
  This is the appropriate descriptor
when experimental evidence is
satisfactory for deciding that there is no
basis for human hazard concern, as
follows (in the absence of human data
suggesting a potential for cancer effects):
  •  Agents not likely to be carcinogenic
to humans because they have been
evaluated in at least two well conducted
studies in two appropriate animal
species without demonstrating
carcinogenic effects,
  •  Agents not likely to be carcinogenic
to humans because they have been
appropriately  evaluated in animals and
show only carcinogenic effects that have
been shown not to be relevant to
humans (e.g., showing only effects in
the male rat kidney due to accumulation
of alphaau-globulin),
  •  Agents not likely to be carcinogenic
to humans when carcinogenicity is dose
or route dependent. For instance, not
likely below a certain dose range
(categorized as likely above that range)
or not likely by a certain route of
exposure (may be categorized as likely
by another route of exposure). To
qualify, agents will have been
appropriately  evaluated in animal
studies and the only effects show a dose
range  or route limitation or a route
limitation is otherwise shown by
empirical data.
  •  Agents  not likely to be carcinogenic
to humans based on extensive human
experience that demonstrates lack of
effect (e.g., phenobarbital).
2.6.3.  Case Study Examples
  This section provides examples of
substances that fit the three broad
categories described above. These
examples are based on available
information about real substances and
are selected to illustrate the principles
for weight-of-evidence evaluation and
the application of the classification
scheme.
  These case studies show the interplay
of differing  lines of evidence in making
a conclusion.  Some particularly
illustrate the role that "other key data"
can play in  conclusions.
Example 1: "Known Human Carcinogen"—
Route-Dependent/Linear Extrapolation
Human Data
  Substance 1 is an aluminosilicate mineral
that exists in nature with a fibrous habit.
Several descriptive epidemiologic studies
have demonstrated very high mortality from
malignant mesothelioma, mainly of the
pleura, in three villages in Turkey, where
there was a contamination of this mineral
and where exposure had occurred from birth.
Both sexes were equally affected and at an
unusually young age.
                     Animal Data
                       Substance 1 has been studied in a single
                     long-term inhalation study in rats at one
                     exposure concentration that showed an
                     extremely high incidence of pleural
                     mesothelioma (98% in treated animals versus
                     0% in concurrent controls). This is a rare
                     malignant tumor in the rat and the onset of
                     tumors occurred at a very early age (as early
                     as 1 year of age). Several studies involving
                     injection into the body cavities of rats or
                     mice (i.e., pleural or peritoneal cavities) also
                     produced high incidences of pleural or
                     peritoneal mesotheliomas. No information is
                     available on the carcinogenic potential of
                     substance 1 in laboratory animals via oral
                     and dermal exposures.

                     Other Key Data
                       Information on the physical and chemical
                     properties of substance 1 indicates that it is
                     highly respirable to humans and laboratory
                     rodents. It is highly insoluble and is not
                     likely to be readily degraded in biological
                     fluid.
                       No information is available on the
                     deposition, translocation, retention, lung
                     clearance, and excretion of the substance
                     after inhalation exposure or ingestion. Lung
                     burden studies have shown the presence of
                     elevated levels of the substance in lung tissue
                     samples of human cases of pleural
                     mesotheliomas from contaminated villages
                     compared with control villages.
                       No data are available on genetic or related
                     effects in humans. The substance has been
                     shown to induce unscheduled DNA synthesis
                     in human cells in vitro and transformation
                     and unscheduled DNA synthesis in mouse
                     cells.
                       The mechanisms by which this substance
                     causes cancer in humans and animals are not
                     understood, but appear to be related to its
                     unique physical, chemical, and surface
                     properties.  Its fiber morphology is similar to
                     a known group of naturally occurring silicate
                     minerals that have been known to cause
                     respiratory cancers (including pleural
                     mesothelioma) from inhalation exposure and
                     genetic changes in humans.

                     Evaluation
                       Human evidence is judged to establish a
                     causal link between exposure to substance 1
                     and human cancer. Even though the human
                     evidence does not satisfy all criteria for
                     causality, this judgment is based on a number
                     of unusual  observations: large magnitude of
                     the association, specificity of the association,
                     demonstration of environmental exposure,
                     biological plausibility, and coherence based
                     on the entire body of knowledge of the
                     etiology of mesothelioma.
                       Animal evidence demonstrates a causal
                     relationship between exposure and cancer in
                     laboratory animals. Although  available data
                     are not optimal in terms of design (e.g., the
                     use of single dose, one sex only), the
                     judgment is based on the unusual findings
                     from the only inhalation experiment in rats
                     (i.e., induction of an uncommon tumor, an
                     extremely high incidence of malignant
                     neoplasms, and onset of tumors at an early
                     age). Additional evidence is provided by
                     consistent results from several injection
                     studies  showing an induction of the same
tumors by different modes of administration
in more than one species.
  Other key data, while limited, support the
human and animal evidence of
carcinogenicity. It can be inferred from
human and animal data that this substance
is readily deposited in the respiratory
airways and deep lung and is retained for
extended periods of time since first exposure.
Information on related fibrous substances
indicates that the modes of action are likely
mediated by the physical and chemical
characteristics of the substance (e.g., fiber
shape, high aspect ratio, a high degree of
insolubility in lung tissues).
  Insufficient data are available to evaluate
the human carcinogenic potential of
substance 1 by oral exposure. Even though
there is no information on its carcinogenic
potential via dermal uptake, it is not
expected to pose a carcinogenic hazard to
humans by that route because it is very
insoluble and is not likely to penetrate the
skin.

Conclusion
  It is concluded that substance 1 is a known
human carcinogen by inhalation exposure.
The  weight of evidence of human
carcinogenicity is based on  (a) exceptionally.
increased incidence of malignant
mesothelioma in epidemiologic studies of
environmentally exposed human
populations; (b) significantly increased
incidence of malignant mesothelioma in a
single inhalation study in rats and in several
injection studies in rats and mice; and (c)
supporting information on related fibrous
substances that are known to cause cancer
via inhalation and genetic damage in exposed
mammalian and human mesothelial cells.
The  human carcinogenic potential of
substance 1 via oral exposure cannot be
determined on the basis of insufficient data.
It is  not likely to pose a carcinogenic hazard
to humans via dermal uptake because it is
not anticipated to penetrate the skin.
  The mode of action of this substance is not
understood. In addition to this uncertainty,
dose response information is lacking for both
human and animal data. Epidemiologic
studies contain observations of significant
excess cancer risks at relatively low levels of
environmental exposure. The use of linear
extrapolation in a dose response relationship
assessment is appropriate as a default since
mode of action data are not available.
Example 2: "As If Known Human
Carcinogen"—Any Exposure Conditions/
Linear Extrapolation

Human Data
  Substance 2  is an alkene  oxide. Several
cohort studies of workers using substance 2
as a  sterilant have been conducted. In the
largest and most informative study, mortality
from lymphatic and hematopoietic cancer
was  marginally elevated, but a significant
trend was found, especially for lymphatic
leukemia and non-Hodgkin's lymphoma, in
relation to estimated cumulative exposure to
the substance. Nonsignificant excesses of
lymphatic and hematopoietic cancer were

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                       Federal Register / Vol. 61, No.  79 /  Tuesday,  April  23, 1996 /  Notices
                                                                             17987
  found in threo other smaller studios of
  sterilization personnel.
   In one cohort study of chemical workers
  exposed to substance 2 and other agents,
  moclnlity rote from lymphatic and
  hcmatopoiclic cancer was elevated, but the
  excess was confined to a small subgroup with
  only occasional low-level exposure to
  substance 2. Six other studios of chemical
  workers are considered more limited due to
  a smaller number of deaths. Four studies
  found an excess of lymphatic and
  licmntopolctic cancer (which were significant
  in two); no increase in mortality rate was
  observed in (lie other two studios.
  Animal Data
   Substanco 2 was studied in an oral gavage
  study in rats. Treatment of substance 2
 resulted in a doso-dopondcnt increased
  incidence in forcstomach tumors that were
  mainly squnmous-coll carcinomas.
   Substanco 2 was also studied in two
  inhalation studies in mice and two inhalation
 studios In rats. In the first mouse study, dose-
 dependent increases in combined benign and
 malignant tumors at several tissue sites were
 induced in mice of both soxos (lung tumors
 and tumors of the Hardorian gland in each
 sox, and uterine adenocarcinomas, mammary
 carcinomas, and malignant lymphomas in
 females). In a second study—a screening
 study for pulmonary tumors in mice—
 Inhalation exposure to substance 2 resulted
 in a dose-dependent increase in lung tumors.
 In tlio two inhalation studies in rats,
 increased incidences of mononuclear-cell
 leukemia and brain tumors were induced in
 exposed animals of each sex; increased
 incidences of peritoneal tumors in the region
 of tho tcstls and subcutaneous fibromas were
 Induced in exposed male rats.
   Substanco 2 induced local sarcomas in
 mice following subcutaneous injection. No
 tumors wore found in a limited skin painting
 study in  mice.
 Qtlter Key Data
  Substance 2 Is a flammable gas at room
 temperature. Tho gaseous form is readily
 token up in humans and rats, and in aqueous
 solution  it can penetrate human skin. Studies
 in rats indicate that, once absorbed,
 substance 2 is uniformly distributed
 throughout the body. It is eliminated
 melnbollcally by hydrolysis and by
 conjugation with glulathiono. Tho ability to
 form glutathlono conjugate varies across
 animal species, with tho rat being most
 active, followed by mice and rabbits.
  Substanco 2 is a directly acting alkylating
 agent. It has been shown to form adducts
 with hemoglobin in both humans and
 animals and with DNA in animals. The
 increased frequency of hemoglobin adducts,
 which havo been used as markers of internal
 doso, has been found to correlate with the
 lovel and cumulative exposure to substance
 2. Significant increases in chromosomal
 aberrations and  sister chromatid exchanges
 in peripheral lymphocytes and induction of
 micronuclol in tho bone marrow cells have
 been observed in exposed workers.
  Substance 2 also induced chromosomal
aberrations and sister chromatid exchanges
In peripheral lymphocytes of monkeys
 exposed in vivo. It also induced gene
 mutation, specific locus mutation, sister
 chromatid exchanges, chromosomal
 aberrations, micronuclei, dominant lethal
 mutations, and heritable translocation in
 rodents exposed in vivo. In human cells in
 vitro, it induced sister chromatid exchanges,
 chromosomal aberrations, and unscheduled
 DNA synthesis. Similar genetic and related
 effects were observed in rodent cells in vitro
 and in nonmammalian systems.

 Evaluation
   Available epidemiologic studies, taken
 together, suggest that a causal association
 between exposure to substance 2 and
 elevated risk of cancer is plausible. This
 judgment is based on small but consistent
 excesses of lymphatic and hematopoietic
 cancer in the studies of sterilization workers.
 Interpretation of studies of chemical workers
 is difficult because of possible confounding
 exposures. Nevertheless, findings of elevated
 risks of cancer at similar sites in chemical
 workers support the findings in studies of
 sterilization workers. Additional support is
 provided by observations of DNA damage in
 the same tissue in which elevated cancer was
 seen in exposed workers.
  Extensive evidence indicates that
 substance 2 is carcinogenic to laboratory
 animals. Positive results were consistently
 observed in all well-designed and well-
 conducted studies. Substance 2 causes dose-
 related increased incidences of tumors at
 multiple tissue sites in rats and mice of both
 sexes by two routes of exposure (oral and
 inhalation). The only dermal study that
 yielded a nonpositive finding is considered
 of limited quality.
  Other key data significantly add support to
 the potential carcinogenicity of substance 2.
 There is strong evidence of heritable
 mutations of exposed rodents and
 mutagenicity and clastogenicity both in vivo
 and in vitro. These findings are reinforced by
 observations of similar genetic damage in
 exposed workers. Additional support is
 based on SAR analysis that indicates that
 substance 2 is a highly DNA-reactive agent.
 Structurally related chemicals, i.e., low-
 molecular-weight epoxides, also exhibit
 carcinogenic effects in laboratory animals.

 Conclusion
  Substance 2 should be considered as if it
 were a known human carcinogen by all
 routes of exposure. The weight of evidence
 of human carcinogenicity is based on (a)
 consistent evidence of carcinogenicity in rats
 and mice by oral and inhalation exposure; (b)
 epidemiologic evidence suggestive of a
 causal association between exposure and
 elevated risk of lymphatic and hematopoietic
 cancer; (c) evidence of genetic damage in
 blood lymphocytes and bone marrow cells of
 exposed workers; (d) mutagenic effects in
 numerous in vivo and in vitro test systems;
 (e) membership in a class of DNA-reactive
 compounds that have been  shown to cause
 carcinogenic and mutagenic effects in
animals; and (f) ability to be absorbed by all
routes of exposure, followed by rapid
distribution throughout the body.
  Although the exact mechanisms of
carcinogenic action of substance 2 are not
 completely understood, available data
 strongly indicate a mutagenic mode of action.
 Linear extrapolation should be assumed in
 dose response assessment.
 Example 3: "Likely Human Carcinogen"—
 Any Exposure Conditions/Linear
 Extrapolation

 Human Data
   Substance 3 is a brominated alkane. Three
 studies have investigated the cancer
 mortality of workers exposed to this
 substance. No statistically significant
 increase in cancer at any site was found in
 a study of production workers exposed to.
 substance 3 and several other chemicals.
 Elevated cancer mortality was reported in a
 much smaller study of production workers.
 An excess of lymphoma was reported in
 grain workers who may have had exposure to
 substance 3 and other chemical compounds.
 These studies are considered inadequate due
 to their small cohort size; lack of, or poorly
 characterized, exposure concentrations; or
 concurrent exposure of the cohort to other
 potential or known carcinogens.

 Animal Data
   The potential carcinogenicity of substance
 3 has been extensively studied in an oral
 gavage study in rats and mice of both sexes,
 two inhalation studies of rats of different
 strains of both sexes, an inhalation study in
 mice of both sexes, and a skin painting study
 in female mice.
   In the oral study, increased incidences of
 squamous-cell carcinoma of the forestomach
 were found in rats and mice of both sexes.
 Additionally, there were increased
 incidences of liver carcinomas in female rats,
 hemangiosarcomas in male rats, and alveolar/
 bronchiolar adenoma of the lung of male and
 female mice. Excessive toxicity and mortality
 were observed in the rat study, especially in
 the high-dose groups, which resulted in early
 termination of study, and similar time-
 weighted average doses for the high- and
 low-treatment groups.
   In the first inhalation study in rats and
 mice, increased incidences of carcinomas
 and adenocarcinomas of the nasal cavity and
 hemangiosarcoma of the spleen were found
 in exposed animals of each species of both
 sexes. Treated  female rats also showed
 increased incidences of alveolar/bronchiolar
 carcinoma of the lung and mammary gland
 fibroadenomas. Treated male rats showed an
 increased incidence of peritoneal
 mesothelioma. In the second inhalation study
 in rats (single exposure only), significantly
 increased incidences of hemangiosarcoma of
 the spleen and adrenal gland tumors were
 seen in exposed animals of both sexes.
 Additionally, increased incidences of
 subcutaneous mesenchymal tumors  and
 mammary gland tumors were induced in
 exposed male and female rats, respectively.
  Lifetime dermal application of substance 3
 to female mice resulted in significantly
 increased incidences of skin papillomas and
 lung tumors.
  Several chemicals structurally related to
substance 3 are also carcinogenic in rodents.
The spectrum of tumor responses induced by
related substances was similar to those seen
with substance 3  (e.g., forestomach,
mammary gland,  lung tumors).

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Other Key Data
  Substance 3 exists as a liquid at room
temperature and is readily absorbed by
ingestion, inhalation, and dermal contact. It
is widely distributed in the body and is
eliminated in the urine mainly as metabolites
(e.g., glutathione conjugate).
  Substance 3 is not itself DNA-reactive, but
is biotransformed to reactive metabolites as
inferred by findings of its covalent binding to
DNA and induction of DNA strand breaks,
both in vivo and in vitro. Substance 3 has
been shown to induce sister chromatid
exchanges, mutations, and unscheduled DNA
synthesis in human and rodent cells in vitro.
Reverse and forward mutations have been
consistently produced in bacterial assays and
in vitro assays using eukaryotic cells.
Substance 3, however, did not induce
dominant lethal mutations in mice or rats, or
chromosomal aberrations or micronuclei in
bone marrow cells of mice treated in vivo.

Evaluation
  Available epidemiologic data are
considered inadequate for an evaluation of a
causal association of exposure to the
substance and excess of cancer mortality due
to major study limitations.
  There is extensive evidence that substance
3 is carcinogenic in laboratory animals.
Increased incidences of tumors at multiple
sites have been observed in multiple studies
in two species of both sexes with different
routes of exposure. It induces tumors both at
the site of entry (e.g., nasal tumors via
inhalation, forestomach tumors by ingestion,
skin tumor with dermal exposure) and at
distal sites (e.g., mammary gland tumors).
Additionally, it induced tumors at the same
sites in both species and sexes via different
routes of exposure (e.g., lung tumors). With
the exception of the oral study in which the
employed doses caused excessive toxicity
and mortality, the other studies are
considered adequately designed and well
conducted. Overall, given the magnitude and
extent of animal carcinogenic responses to
substance 3, coupled with similar responses
to structurally related substances, these
animal findings are judged to be highly
relevant and predictive of human responses.
  Other key data, while not very extensive,
are judged to be supportive of carcinogenic
potential. Substance 3 has consistently been
shown to be mutagenic in mammalian cells,
including human cells, and nonmammalian
cells; thus, mutation is likely a mode of
action for its carcinogenic activity. However,
the possible involvement of other modes of
action has not been fully investigated.
Furthermore, induction of genetic changes
from in vivo exposure to substance 3 has not
been demonstrated.
Conclusion
  Substance 3 is likely to be a human
carcinogen by any route of exposure. In
comparison with other agents designated as
likely human carcinogens, the overall weight
of evidence for substance 3 puts it at the high
end of the grouping.
  The weight of evidence of human
carcinogenicity is based on animal evidence
and other key evidence. Human data are
inadequate for an evaluation of human
                      carcinogenicity. The overall weight of
                      evidence is based on (a) extensive animal
                      evidence showing induction of increases of
                      tumors at multiple sites in both sexes of two
                      rodent species via three routes of
                      administration relevant to human exposure;
                      (b) tumor data of structural analogues
                      exhibiting similar patterns of tumors in
                      treated rodents; (c) in vitro evidence for
                      mutagenic effects in mammalian cells and
                      nonmammalian systems; and (d) its ability to
                      be absorbed by all routes of exposure
                      followed by rapid distribution throughout the
                      body.
                        Some uncertainties are associated with the
                      mechanisms of carcinogenicity of substance
                      3. Although there is considerable evidence
                      indicating that mutagenic events could
                      account for carcinogenic effects, there is still
                      a lack of adequate information on the
                      mutagenicity of substance 3 in vivo in
                      animals or humans. Moreover, alternative
                      modes of action have not been explored.
                      Nonetheless, available data indicate a likely
                      mutagenic mode of action. Linear
                      extrapolation should be assumed in dose
                      response assessment.
                      Example 4: "Likely Human Carcinogen"—All
                      Routes/Linear and Nonlinear Extrapolation

                      Human Data
                        Substance 4 is a chlorinated alkene
                      solvent. Several cohort studies of dry
                      cleaning and laundry workers exposed to
                      substance 4 and other solvents reported
                      significant excesses of mortality due to
                      cancers of the lung, cervix, esophagus,
                      kidney, bladder, lymphatic and
                      hematopoietic system, colon, or skin. No
                      significant cancer risks were observed in a
                      subcohort of one these investigations of dry
                      cleaning workers exposed mainly to
                      substance 4. Possible confounding factors,
                      such as smoking, alcohol consumption, or
                      low socioeconomic status were not
                      considered in the analyses of these studies.
                        A large case-control study of bladder
                      cancer did not show any clear association
                      with dry cleaning. Several case-control
                      studies of liver cancer identified an increased
                      risk of liver cancer with occupational
                      exposure to organic solvents. The specific
                      solvents  to which workers were exposed and
                      exposure levels were not identified.

                      Animal Data
                        The potential carcinogenicity of substance
                      4 has been investigated in two long-term
                      studies in rats and mice of both sexes by oral
                      administration and inhalation.
                        Significant increases in hepatocellujar
                      carcinomas were induced in mice of both
                      sexes treated with substance 4 by oral gavage.
                      No increases in tumor incidence were
                      observed in treated rats. Limitations in both
                      experiments included control groups smaller
                      than treated groups, numerous dose
                      adjustments during the study, and early
                      mortality due to treatment-related
                      nephropathy.
                        In the inhalation study, there were
                      significantly increased incidences of
                      hepatocellular adenoma and carcinoma in
                      exposed  mice of both sexes. In rats of both
                      sexes, there were marginally significant
                      increased incidences of mononuclear cell
leukemia (MCL) when compared with
concurrent controls. The incidences of MCL
in control animals, however, were higher
than historical controls from the conducting
laboratory. The tumor finding was also
judged to be biologically significant because
the time to onset of tumor was decreased and
the disease was more severe in treated than
in control animals. Low incidences of renal
tubular cell adenomas or adenocarcinomas
were also observed in exposed male rats. The
tumor incidences were not statistically
significant but there was a significant trend.

Other Key Data
  Substance 4 has been shown to be readily
and rapidly absorbed by inhalation and
ingestion in humans and laboratory animals.
Absorption by dermal exposure is slow and
limited. Once absorbed, substance 4 is
primarily distributed to and accumulated in
adipose tissue and the brain, kidney, and
liver. A large percentage of substance 4 is
eliminated unchanged in exhaled air, with
urinary excretion of metabolites comprising a
much smaller percentage. The absorption and
distribution profiles of substance 4 are
similar across species including humans.
  Two major metabolites (trichloroacetic acid
(TCA), and trichloroethanol), which are
formed by a P—450-dependent mixed-
function oxidase enzyme system, have been
identified in all studied species,  including
humans. There is suggestive evidence for the
formation of an epoxide intermediate based
on the detection of two other metabolites
(oxalic acid and trichloroacetyl amide). In
addition to oxidative metabolism, substance
4 also undergoes conjugation with
glutathione. Further metabolism by renal
beta-lyases could lead to two minor active
metabolites (trichlorovinyl thiol and
dichlorothiokente).
  Toxicokinetic studies have shown that the
enzymes responsible  for the metabolism of
substance 4 can be saturated at high
exposures. The glutathione pathway was
found to be a minor pathway at low doses,
but more prevalent following saturation of
the cytochrome P-450 pathway. Comparative
in vitro  studies indicate that mice have the
greater capacity to metabolize  to  TCA than
rats and humans. Inhalation studies also
indicate saturation of oxidative metabolism
of substance 4, which occurs at higher dose
levels in mice than in rats and humans.
Based on these findings, it has been
postulated that the species differences in the
carcinogenicity of substance 4 between rats
and mice may be related to the differences in
the metabolism to TCA and glutathione
conjugates.
  Substance 4 is a member of the class of
chlorinated organics that often cause liver
and kidney toxicity and carcinogenesis in
rodents. Like many chlorinated organics,
substance 4 itself does not appear to be
mutagenic. Substance 4 was generally
negative in in vitro bacterial systems  and in
vivo mammalian systems. However, a minor
metabolite formed in the kidney by the
glutathione conjugation pathway has been
found to be a strong mutagen.
  The mechanisms of induced carcinogenic
effects of substance 4 in rats and mice,are not
completely understood. It has been

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                                                                             17989
 postulated that mouse liver carcinogenesis is
 related to livor peroxisomal proliferation and
 toxicity of tho metabolite TCA. Information
 on whether or not TCA induces peroxisomal
 proliferation in humans is not definitive. The
 induced renal tumors in male rats may be
 related either to kidney toxicity or the
 activity of a mutogcnic metabolite. The
 mechanisms of Increases in MCL in rats are
 not known.
 Evaluation
   Available opidomiologic studios, taken
 together, provide suggestive evidence of a
 possible causal association between exposure
 to substance 4 and cancer incidence in the
 laundry and dry cleaning industries. This is
 based on consistent findings of elevated
 cancer risks in several  studies of different
 populations of dry cleaning and laundry
 workers. However, each individual study is
 compromised by a number of study
 deficiencies including small numbers of
 cancers, confounding exposure to other
 solvents, and poor exposure characterization.
 Others may interpret these findings
 collectively as inconclusive.
   Them is considerable evidence that
 substance 4 is carcinogenic to laboratory
 animals. It induces tumors in mice of both
 sexes by oral and inhalation exposure and in
 rats of both sexes via inhalation. However,
 duo to incomplete understanding of the mode
 of mechanism of action, tho predictivity of
 animal responses to humans is uncertain.
   Animal data of structurally related
 compounds showing common target organs
 of toxicity and carcinogenic effects (but lack
 of mutagenic effects) provide additional
 support for the carcinogcnicity of substance
 4. Comparative toxicokinctic and metabolism
 information indicates that the mouse may be
 more susceptible to liver carcinogenesis than
 rats and  humans. This may indicate
 differences of tho degree and extent of
 carcinogenic responses, but does not detract
 from tho qualitative weight of evidence of
 human carcinogonicity. Tho toxicokinctic
 information also indicates that oral and
 inhalation are tho major routes of human
 exposure.
 Conclusion
  Substance 4 is likely to be carcinogenic to
 humans by all routes of exposure. The weight
 of evidence of human carcinogcnicity is
 based on: (a) Demonstrated evidence of
 carcinogonicity in two rodent species of both
 sexes via two relevant routes of human
 exposure; (b) tho substance's similarity in
 structure to other chlorinated organics that
 are known to cause liver and kidney toxicity
 and cnrcinogenesis in rodents; (c) suggestive
 evidence of a possible association between
 exposure to the substance in the laundry and
 dry cleaning industries and increased cancer
 incidence; and (d) human and animal data
 indicating that the substance is absorbed by
 oil routes of exposure.
  In comparison with other agents
 designated as likely carcinogens, the overall
 weight of evidence places it the lower end of
 tho grouping. This is because there is a lack
 of good evidence that observed excess cancer
risk in exposed workers is duo solely to
substance 4. Moreover,  there is considerable
 scientific uncertainty about the human
 significance of certain rodent tumors
 associated with substance 4 and related
 compounds. In this case, the human
 relevance of the animal evidence of
 carcinogenicity relies on the default
 assumption.
   Overall, there is not enough evidence to
 give high confidence in a conclusion about
 any single mode of action; it appears that
 more than one is plausible in different rodent
 tissues. Nevertheless, the lack of
 mutagenicity of substance 4 and its general
 growth-promoting effect on high background
 tumors as well as its toxicity toward mouse
 liver and rat kidney tissue support the view
 that the predominant mode is growth-
 promoting rather than mutagenic. A
 mutagenic contribution to carcinogenicity
 due to a metabolite cannot be ruled out. The
 dose response assessment should, therefore,
 adopt both default approaches, nonlinear and
 linear extrapolations. The latter approach is
 very conservative since it likely
 overestimates risk at low doses in this case,
 and is primarily useful for screening
 analyses.
 Example 5: "Likely/Not Likely Human
 Carcinogen"—Range of Dose Limited,
 Margin-of-Exposure Extrapolation

 Human Data
   Substance 5 is a metal-conjugated
 phosphonate. No human tumor or toxicity
 data exist on this chemical.

 Animal Data
   Substance 5 caused a statistically
 significant increase in the incidence of
 urinary bladder tumors in male, but not
 female, rats at 30,000 ppm (3%) in the diet
 in a'long-term study. Some of these animals
 had accompanying urinary tract stones and
 toxicity. No bladder tumors or adverse
 urinary tract effects were seen in two lower
 dose groups (2,000 and 8,000 ppm) in the
 same study. A chronic dietary study in mice
 at doses comparable to those in the rat study
 showed no tumor response or urinary tract
 effects. A 2-year study in dogs at doses up
 to 40,000 ppm showed no adverse urinary
 tract effects.

 Other Key Data
   Subchronic dosing of rats confirmed that
 there was profound development of stones in
 the male bladder at doses comparable to
 those causing cancer in the chronic study,
 but not at lower doses. Sloughing of the
 epithelium of the urinary tract accompanied
 the stones.
  There was a lack of mutagenicity relevant
 to carcinogenicity. In addition, there is
 nothing about the chemical structure of
 substance 5 to indicate DNA-reactivity or
 carcinogenicity.
  Substance 5 is composed of a metal,
 ethanol, and a simple phosphorus-oxygen-
 containing component. The metal is not
absorbed from the gut, whereas the other two
components are absorbed. At high doses,
ethanol is metabolized to carbon dioxide,
which makes the urine more acidic; the
phosphorus level in the blood is increased
and calcium in the urine is increased.
Chronic testing of the phosphorus-oxygen-
 containing component alone in rats did not
 show any tumors or adverse effects on the
 urinary tract.
   Because substance a is a metal complex, it
 is not likely to be readily absorbed from the
 skin.

 Evaluation
   Substance 5 produced cancer of the
 bladder and urinary tract toxicity in male,
 but not female rats and mice, and dogs failed
 to show the toxicity noted in male rats. The
 mode of action developed from the other key
 data to account for the toxicity and tumors
 in the male rats is the production of bladder
 stones. At high but not lower subchronic
 doses in the male rat, substance 5 leads to
 elevated blood phosphorus levels; the body
 responds  by releasing excess calcium into the
 urine. The calcium and phosphorus combine
 in the urine and precipitate into multiple
 stones in  the bladder. The stones are very
 irritating  to the bladder; the bladder lining is
 eroded, and cell proliferation occurs to
 compensate for the loss of the lining. Cell
 layers pile up, and finally, tumors develop.
 Stone formation does not involve the
 chemical  per se but is secondary  to the
 effects of  its constituents on the blood and,
 ultimately, the urine. Bladder stones,
 regardless of their cause, commonly produce
 bladder tumors in rodents, especially the
 male rat.

 Conclusion
  Substance 5, a metal aliphatic
 phosphonate, is likely to be carcinogenic to
 humans only under high-exposure conditions
 following oral and inhalation exposure that
 lead to bladder stone formation, but is not
 likely to be carcinogenic under low-exposure
 conditions. It is not likely to be a human
 carcinogen via the dermal route, given that
 the compound is a metal conjugate that is
 readily ionized and its dermal absorption is
 not anticipated. The weight of evidence is
 based on (a) bladder tumors only  in male
 rats; (b) the absence of tumors at any other
 site in rats or mice; (c) the formation of
 calcium-phosphorus-containing bladder
 stones in male rats at high, but not low,
 exposures that erode bladder epithelium and
 result in profound increases in cell
 proliferation and cancer; and (d) the absence
 of structural alerts or mutagenic activity.
  There is a strong mode of action basis for
 the requirements of (a) high doses of
 substance  5, (b) which lead to excess calcium
 and increased acidity in the urine, (c) which
result in the precipitation of stones and (d)
the necessity of stones for toxic effects and
tumor hazard potential. Lower doses fail to
perturb urinary constituents, lead to stones,
produce toxicity, or give rise to tumors.
Therefore, dose response assessment should
assume nonlinearity.
  A major uncertainty is whether the
profound effects of substance 5 may be
unique to  the rat. Even if substance 5
produced  stones in humans, there is only
limited evidence that humans with bladder
stones develop cancer. Most often human
bladder stones  are either passed in the urine
or lead to symptoms resulting in their
removal. However, since one cannot totally
dismiss the male rat findings, some hazard

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 potential may exist in humans following
 intense exposures. Only fundamental
 research could illuminate this uncertainty.
 Example 6: "Cannot Be Determined"—
 Suggestive Evidence

 Human Data
   Substance 6 is an unsaturated aldehyde. In
 a cohort study of workers in a chemical plant
 exposed to a mixture of chemicals with
 substance 6 as a minor component, an
 elevated risk of cancer than was expected
 was reported. This study is considered-
 inadequate because of multiple exposures,
 small cohort, and poor exposure
 characterization.

 Animal Data
   Substance 6 was tested for potential
 carcinogenicity in a drinking water study in
 rats, an inhalation study in hamsters, and a
 skin painting study in mice. No significant
 increases in tumors were observed in male
 rats treated with substance 6 at three dose
 levels in drinking water. However, a
 significant increase of adrenal cortical
 adenomas was found in the only treated
 female dose group administered a dose
 equivalent to the high dose of males. This
 study used a small number of animals (20 per
 dose group).
   No significant finding was detected in the
 inhalation study in hamsters. This study is
 inadequate due to the use of too few animals,
 short duration of exposure, and inappropriate
 dose selection (use of a single exposure that
 was excessively toxic as reflected by high
 mortality).
   No increase in tumors was induced in the
 skin painting study in mice. This study is of
 inadequate design for carcinogenicity
 evaluation because of several deficiencies:
 small number of animals, short duration of
 exposure, lack of reporting about the sex and
 age of animals, and purity of test material.
   Substance 6 is structurally related to
 lowmolecularweight aldehydes that generally
 exhibit carcinogenic effects in the respiratory
 tracts of laboratory animals via inhalation
 exposure. Three skin painting studies in mice
 and two subcutaneous injection studies of
 rats and mice were conducted to evaluate the
 carcinogenic potential of a possible
 metabolite of substance 6 (identified in vitro).
 Increased incidences of either benign or
 combined benign and malignant skin tumors
 were found in the dermal studies. In the
 injection studies of rats and mice, increased
 incidences of local sarcomas or squamous
 cell carcinoma were found at the sites of
 injection. All of these studies are limited by
 the small number of test animals, the lack of
 characterization of test material, and the use
 of single doses.

 Other Key Data
  Substance 6 is a flammable liquid at room
 temperature. Limited information on its
toxicokinetics indicates that it can be
absorbed by all routes of exposure. It is
eliminated in the urine mainly as glutathione
conjugates. Substance 6 is metabolized in
vitro by rat liver and lung microsomal
preparations to a dihydroxylated aldehyde.
  No data were available on the genetic and
related effects of substance 6 in humans. It
                     did not induce dominant lethal mutations in
                     mice. It induced sister chromatid exchanges
                     in rodent cells in vitro. The mutagenicity of
                     substance 6 is equivocal in bacteria. It did
                     not induce DNA damage or mutations in
                     fungi.

                     Evaluation
                       Available human data are judged
                     inadequate for an evaluation of any causal
                     relationship between exposure to substance 6
                     and human cancer.
                       The carcinogenic potential of substance 6
                     has not been adequately studied in laboratory
                     animals due to serious deficiencies in study
                     design, especially the inhalation and dermal
                     studies. There is some evidence of
                     carcinogenicity in the drinking water study
                     in female rats. However, the significance and
                     predictivity of that study to human response
                     are uncertain since the finding is limited to
                     occurrence of benign tumors, one sex, and at
                     the high dose only. Additional suggestion for
                     animal carcinogenicity comes  from
                     observation that a possible metabolite is
                     carcinogenic'at the site of administration.
                     This metabolite, however, has  not been
                     studied in vivo. Overall, the animal evidence
                     is judged to be suggestive for human
                     carcinogenicity.
                       Other key data, taken together, do not add
                     significantly to the overall weight of evidence
                     of carcinogenicity. SAR analysis indicates
                     that substance 6 would be DNA-reactive.
                     However, mutagenicity data are inconclusive.
                     Limited in vivo  data do not support a
                     mutagenic effect. While there is some
                     evidence  of DNA damage in rodent cells in
                     vitro, there is  either equivocal  or no evidence
                     of mutagenicity  in nonmammalian systems.

                     Conclusion
                       The human carcinogenicity potential of
                     substance 6 cannot be determined on the
                     basis of available information.  Both human
                     and animal data are judged inadequate for an
                     evaluation. There is evidence suggestive of
                     potential  carcinogenicity on the basis of
                     limited animal findings and SAR
                     considerations. Data are not sufficient to
                     judge whether there is a mode  of
                     carcinogenic action. Additional studies are
                     needed for a full evaluation of  the potential
                     carcinogenicity of substance 6. Hence, dose
                     response assessment is not appropriate.
                     Example 7: "Not Likely Human
                     Carcinogen"—Appropriately Studied
                     Chemical in Animals Without Tumor Effects

                     Human Data
                      Substance 7, a plant extract,  has not been
                     studied for its toxic or carcinogenic potential
                     in humans.

                     Animal Data
                      Substance 7 has been studied in four
                     chronic studies in three rodent species. In a
                     feeding study in rats, males showed a
                     nonsignificant increase in benign tumors of
                     the parathyroid gland in the high-dose group,
                     where the incidence in concurrent controls
                     greatly exceeded the historical  control range.
                     Females demonstrated a significant increase
                     in various subcutaneous tumors in the low-
                     dose group, but findings were not confirmed
                     in the high-dose group, and there was no
 dose response relationship. These effects
 were considered as not adding to the
 evidence of carcinogenicity. No tumor
 increases were noted in a second adequate
 feeding study in male and female rats. In a
 mouse feeding study, no tumor increases
 were noted in dosed animals. There was
 some question as to the adequacy of the
 dosing; however it was noted that in the  •
 mouse 90-d subchronic study, a dose'of twice
 the high dose in the chronic study led to
 significant decrements in body weight. In a
 hamster study there were no significant
 increases in tumors at any site. No structural
 analogues of substance 7 have been tested for
 cancer.

 Other Key Data
   There are no structural alerts that would
 suggest that substance 7 is a DNA-reactive
 compound. It is negative for gene mutations
 in bacteria and yeast, but positive in cultured
 mouse cells. Tests for structural chromosome
 aberrations in cultured mammalian cells and
 in rats are negative; however, the animals
 were not tested at sufficiently high doses.
 Substance 7 binds to proteins of the cell
 division spindle; therefore, there is some
 likelihood for producing numerical
 chromosome aberrations, an endpoint that is
 sometimes noted in cancers. In sum, there is
 limited and conflicting information
 concerning the mutagenic potential of the
 agent.
   The compound is absorbed via oral and
 inhalation exposure but only poorly via the
 skin.
 Evaluation
   The only indication of a carcinogenic effect
 comes from the finding of benign tumors in
 male rats in a single study. There is no
 confirmation of a carcinogenic potential from
 dosed females in that study, in males and
 females in a second rat study, or from mouse
 and hamster studies.
   There is no structural indication that
 substance 7 is DNA-reactive, there is
 inconsistent evidence of gene mutations, and
 chromosome aberration testing is negative.
 The agent binds to cell division spindle
 proteins and may have the capacity to induce
 numerical chromosome anomalies. Further
 information on gene mutations and in vivo
 structural and numerical chromosome
 aberrations may be warranted.

 Conclusion
  Substance 7 is not likely to be carcinogenic
 to humans via all relevant routes of exposure.
 This weight of evidence judgment is largely
 based on the absence of significant tumor
 increases in chronic rodent studies. Adequate
 cancer studies in rats, mice, and hamsters fail
 to show any carcinogenic effect; a second rat
 study showed an increase in benign tumors
 at a site in dosed males, but not females.

 2.7. Presentation of Results

   The results of the hazard assessment
 are presented in the form of an overall
 technical hazard characterization.
Additionally, a weight of evidence
narrative is used when the conclusion
as to carcinogenic potential needs to be

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                                                                       17991
 presented separately from the overall
 characterization.
 2.7.1. Technical Hazard
 Characterization
  The hazard characterization has two
 functions. First, it presents results of the
 hazard assessment and an explanation
 of how the weight of evidence
 conclusion was reached. It explains the
 potontial for human hazard, anticipated
 attributes of its expression, and mode of
 action considerations for dose response.
 Second,  it contains the information
 needed for eventual incorporation into a
 risk characterization consistent with
 EPA guidance on risk characterization
 (U.S. EPA, 1995).
  The characterization qualitatively
 describes the conditions under which
 the agent's effects may be expressed in
 human beings. These qualitative hazard
 conditions are ones that are observable
 in tho toxicity data without having done
 either quantitative dose response or
 exposure assessment. The description
 includes how expression is afffected by
 route of exposure and dose levels and
 durations of exposure.
  Tho discussion of limitations of dose
 as a qualitative aspect of hazard
 addresses the question of whether
 reaching a certain dose range appears to
 bo a precondition for a hazard to be
 expressed; for example, when
 carcinogenic effects are secondary to
 another toxic effect that appears only
 when a certain dose level is reached.
 Tho assumption is made that an agent
 that causes internal tumors by one route
 of exposure will be carcinogenic by
 another route, if it is absorbed by the
 second route to give an internal dose.
 Conversely, if there is a route of
 exposure by which the agent is not
 absorbed (does not cross an absorption
 barrier; e.g., the exchange boundaries of
 skin, lung, and digestive tract through
 uptake processes) to any significant
 degree, nazard is not anticipated by that
 route. An exception to the latter
 statement would be when the site of
 contact is also the target tissue of
 carcinogenic!ty. Duration of exposure
 may be a precondition for hazard if, for
 example, tho mode of action requires
 cy totoxicity or a physiologic change, or
 is mitogonicity, for which exposure
 must be sustained for a period of tune
before effects occur. The
 characterization could note that one
 would not anticipate a hazard from
 isolated, acute exposures. The above
 conditions are qualitative ones
regarding preconditions for effects, not
 issues of relative absorption or potency
at different dose levels. The latter are
dealt with under dose response
assessment (section 3), and their
 implications can only be assessed after
 human exposure data are applied in the
 characterization of risk.
  The characterization describes
 conclusions about mode of action
 information and its support for
 recommending dose response
 approaches.
  The hazard characterization routinely
 includes the following in support of risk
 characterization:
  •  a summary of results of the
 assessment,
  •  identification of the kinds of data
 available to support conclusions and
 explanation of how the data fit together,
 highlighting the quality of the data in
 each line of evidence, e.g., tumor effects,
 short-term studies, structure-activity
 relationships), and highlighting the
 coherence of inferences from the
 different kinds of data,
  •  strengths and limitations
 (uncertainties) of the data and
 assessment, including identification of
 default assumptions invoked in the face
 of missing or inadequate data,
  •  identification of alternative
 interpretations of data that are
 considered equally plausible,
  •  identification of any
 subpopulations believed to be more
 susceptible to the hazard than the
 general population,
  •  conclusions about the agent's mode
 of action and recommended dose
 response approaches,
  •  significant issues regarding
 interpretation of data that arose in the
 assessment. Typical ones may include:
 —determining causality in human
  studies,
•—dosing (MTD), background tumor
  rates, relevance of animal tumors to
  humans,
 —weighing studies with positive and
  null results, considering the influence
  of other available kinds of evidence,
 —drawing conclusions based on mode
  of action data versus using a default
  assumption about the mode of action.

 2.7.2. Weight of Evidence Narrative

  The weight of evidence narrative
 summarizes the results of hazard
 assessment employing the descriptors
 defined in section 2.6.1. The narrative
 (about two pages in length) explains an
 agent's human carcinogenic potential
 and the conditions of its expression. If
 data do not allow a conclusion as to
 carcinogenicity, the narrative explains
 the basis of this determination. An
 example narrative appears below. More
 examples appear in Appendix A.
  The items regularly included in a
 narrative are:
  •  name of agent and Chemical
 Abstracts Services number, if available,
   •  conclusions (by route of exposure)
about human carcinogenicity, using a
standard descriptor from section 2.6.1,
   •  summary of human and animal
tumor data on the agent or its structural
analogues, their relevance, and
biological plausibility,
   •  other key data (e.g., structure-
activity data, toxicokinetics  and
metabolism, short-term studies, other,
relevant toxicity or clinical data),
   •  discussion of possible mode(s) of
action and appropriate dose response
approach(es),
   •  conditions of expression of
carcinogenicity, including route,
duration, and magnitude of exposure.

Example Narrative
Aromatic Compound

CASSXXX

CANCER HAZARD SUMMARY
  Aromatic compound (AR) is known to be
carcinogenic to humans by all routes of
exposure.
  The weight of evidence of human
carcinogenicity is based on (a) consistent
evidence of elevated leukemia incidence in
studies of exposed workers and significant
increases of genetic damage in bone marrow
cells and blood lymphocytes of exposed
workers; (b) significantly increased incidence
of cancer in both sexes of several strains of
rats and mice; (c) genetic damage in bone
marrow cells of exposed rodents and effects
on intracellular signals that control cell
growth.
  AR is readily absorbed by all routes of
exposure and rapidly distributed throughout
the body. The mode of action of AR is not
understood. A dose response assessment that
assumes linearity of the relationship is
recommended as a default.
SUPPORTING INFORMATION
  Data include numerous human
epidemiologic and biomonitoring studies,
long-term bioassays, and other data on effects
of AR on genetic material and cell growth
processes. The key epidemiologic studies and
animal studies are well conducted and
reliable. The other data are generally of good
quality also.
Human Effects
  Numerous epidemiologic and case studies
have reported an increased incidence or a
causal relationship associating exposure to
AR and leukemia. Among the studies are five
for which the design and performance as well
as follow-up are considered adequate to
demonstrate the causal relationship.
Biomonitoring studies of exposed workers
have found dose-related increases in
chromosomal aberrations in bone marrow
cells and blood lymphocytes.
Animal Effects
  AR caused increased incidence of tumors
in various tissues in both sexes of several rat
and mouse strains. AR also caused
chromosomal aberrations in rabbits, mice,
and rats—as it does in humans.

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Other Key Data
  AR itself is not DNA-reactive and is not
mutagenic in an array of test systems both in
vitro and in vivo. Metabolism of AR yields
several metabolites that have been separately
studied for effects on carcinogenic processes.
Some have mutagenic activity in test systems
and some have other effects on cell growth
controls inside cells.
MODE OF ACTION
  No rodent tumor precisely matches human
leukemia in pathology. The closest parallel is
a mouse cancer of blood-forming tissue.
Studies of the effects of AR at the cell level
in this model system are ongoing. As yet, the
mode of action of AR is unclear, but most
likely the carcinogenic activity is associated
with one or a combination of its metabolites.
It is appropriate to apply a linear approach
to the dose response assessment pending a
better understanding because: (a) genetic
damage is a typical effect of AR exposure in
mammals and (b) metabolites of AR produce
mutagenic effects in addition to their other
effects on cell growth controls; AR is a
multitissue carcinogen in mammals
suggesting that it is affecting a common
controlling mechanism of cell growth.

3. Dose Response Assessment

  Dose response assessment first
addresses the relationship of dose2 to
the degree of response observed in an
experiment or human study. When
environmental exposures are outside of
the range of observation, extrapolations
are necessary in order to estimate or
characterize the dose relationship (ILSI,
1995). In general, three extrapolations
may be made: from high to low doses,
from animal to human responses, and
from one route of exposure to another.
  The dose response assessment
proceeds in two parts. The first is
assessment of the data in the range of
empirical observation. This is followed
by extrapolations either by modeling, if
there are sufficient data to support a
model, or by a default procedure based
as much as possible on information
about the agent's mode of action. The
following discussion covers the
assessment of observed data and
extrapolation procedures, followed by
sections on analysis of response data
and analysis of dose data. The final
section discusses dose response
characterization.
  2 For this discussion, "exposure" means contact
of an agent with the outer boundary of an organism.
"Applied dose" means the amount of an agent
presented to an absorption barrier and available for
absorption. "Internal dose" means the amount
crossing an absorption barrier (e.g., the exchange
boundaries of skin, lung, and digestive tract)
through uptake processes. "Delivered dose" for an
organ or cell means the amount available for
interaction with that organ or cell (U.S. EPA,
1992a).
                    3.1. Dose Response Relationship
                      In the discussion that follows,
                    reference to "response" data includes
                    measures of tumorigenicity as well as
                    other responses related to
                    carcinogenicity. The other responses
                    may include effects such as changes in
                    DNA, chromosomes, or other key
                    macromolecules, effects on growth
                    signal transduction, induction of
                    physiological or hormonal changes,
                    effects on cell proliferation, or other
                    effects that play a role in the process.
                    Responses other than tumorigenicity
                    may be considered part of the observed
                    range in order either to extend the
                    tumor dose response analysis or to
                    inform it. The nontumor response or
                    responses also may be used in lieu of
                    tumor data if they are considered to be
                    a more informative representation of the
                    carcinogenic process for an agent (see
                    section 3.2).
                    3.1.1. Analysis in the Range of
                    Observation
                      Biologically Based and Case-Specific
                    Models. A biologically based model is
                    one whose parameters are calculated
                    independently of curve-fitting of tumor
                    data. If data are sufficient to support a
                    biologically based model specific to the
                    agent and the purpose of the assessment
                    is such as to justify investing resources
                    supporting use, this  is the first choice
                    for both the observed tumor and related
                    response data and for extrapolation
                    below the range of observed data in
                    either animal or human studies.
                    Examples are the two-stage models of
                    initiation plus clonal expansion and
                    progression developed by Moolgavkar
                    and Knudson (1981) and Chen and
                    Farland (1991). Such models require
                    extensive data to build the form of the
                    model as well as to estimate how well
                    it conforms with the observed
                    carcinogenicity data. Theoretical
                    estimates of process  parameters, such as
                    cell proliferation rates, are  not used to
                    enable application of such a model
                    (Portier, 1987).
                      Similarly preferred as a first choice
                    are dose response models based on
                    general concepts of mode of action and
                    data on the agent. For a case-specific
                    model, model parameters and data are
                    obtained from studies on the, agent.
                     In most cases, a biologically based or
                    case-specific model will not be
                    practicable, either because the necessary
                    data do not exist or the decisions that
                    the assessment are to support do not
                    justify or permit, the time and resources
                    required. In these cases, the analysis
                    proceeds using curve-fitting models
                    followed by default procedures for
                    extrapolation, based, to the extent
 possible, on mode of action and other
 biological information about the agent.
 These methods and assumptions are
 described below.
   Curve-Fitting and Point of Departure
 for Extrapolation. Curve-fitting models
 are used that are appropriate to the kind
 of response data in the observed range.
 Any of several models can be used; e.g.,
 the models developed for benchmark
 dose estimation for noncancer
 endpoints may be applied (Barnes et al.,
 1995).
   For some data sets, particularly those
 with extreme curvature, the impact of
 model selection can be significant. In
 these cases, the choice is rationalized on
 biological grounds as possible. In other
 cases, the nature of the data or the way
 it is reported will suggest other types of
 models; for instance, when longitudinal
 data on tumor development are
 available, time to tumor or survival
 models may be necessary and
 appropriate to fit the data.
   A point of departure for extrapolation
 is estimated. This is a point that is
 either a data point or an estimated point
 that can be considered to be in the range
 of observation, without any significant
 extrapolation. The LEDio—the lower
 95% confidence limit on a dose
 associated"with 10% extra risk—is such
 a point and is the standard point of
 departure, adopted as a matter of
 science policy to remain as consistent
 and comparable from case to case as
 possible.3 It is also a comparison point
 for noncancer endpoints (U.S. EPA,
 1991f). The central estimate of the EDi0
 also may be appropriate for use in
 relative hazard and potency ranking.
   For some data sets, a choice of point
 of departure other than the LEDio may
 be appropriate. For example, if the
 observed response is below the LEDio,
 then a  lower point may be a better
 choice. Moreover, some forms of data
 may not be amenable to curve-fitting
 estimation, but to estimation of a
 "low-" or "no-observable-adverse-effect
 level"  (LOAEL, NOAEL) instead, e.g.,
 certain continuous data.
   The rationale supporting the use of
the LEDio is that a 10% response is at
 or just  below the limit of sensitivity of
 discerning a significant difference in
most long-term rodent studies. The
lower confidence limit on dose is used
to appropriately account for
experimental uncertainty (Barnes et al.,
 1995) and for consistency with the
 "benchmark dose" approach for
noncancer assessment; it does not
provide information about human
  3 It is appropriate to report the central estimate of
the ED 10, the upper and lower 95% confidence
limits, and a graphical representation of model fit.

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                                                                      17993
 variability. In laboratory studies of
 cancer or noncancer endpoints, the level
 of doso at which increased incidence of
 effects can bo detected, as compared to
 controls, is a function of the size of the
 sample (e.g., number of animals), dose
 spacing, and other design aspects. In
 noncancer assessment, the dose at
 which significant effects are not
 observed is traditionally termed the
 NOAEL. This is not, in fact, a level of
 zero effect. The NOAEL in most study
 protocols is about the same as an LEDS
 orLEDio—the lower 95%  confidence
 limit on a dose associated with a 5% or
 10%  increased effect (Faustman et al.,
 1094; Haseman, 1983). Adopting
 parallel points of departure for cancer
 and noncancor assessment is intended
 to mako discussion and comparison of
 tho two kinds of assessment more
 comparable because of their similar
 science and science policy bases and
 similar analytic approaches.
  Analysis of human studies in the
 observed range is designed case by case,
 depending on the type of study and how
 doso  and response are measured in the
 study. In some cases the agent may have
 discernible interactive effects with
 another agent (e.g., asbestos and
 smoking), making possible estimation of
 contribution of the agent and others as
 risk factors. Also, in some cases,
 estimation of population risk in
 addition, or in lieu of, individual risk
 may bo appropriate.
 3.1.2. Analysis in the Range of
 Extrapolation
  Extrapolation to lower doses is
 usually necessary, and in the absence of
 a biologically based or case-specific
 model, is based on one of the three
 default procedures described below.
 Tho Agency has adopted these three
 procedures as a matter of science policy
 based on current hypotheses of the
 likely shapes of dose response curves
 for differing modes of action. The choice
 of tho procedure to be used in an
 individual case is a judgment based on
 tho agent's modes of action.
  Linear, A default assumption of
 linearity is appropriate when the
 evidence supports a mode of action of
 gone mutation due to DNA reactivity or
 supports another mode of action that is
 anticipated to be linear. Other elements
 of empirical support may also support
 an inference of linearity, e.g., the
 background of human exposure to an
 agent might be such that added human
 exposure is on the  linear part of a dose
 response curve that is sublinear overall.
Tho default assumption of linearity is
also appropriate as the ultimate science
 policy default \vhon evidence shows no
DNA reactivity or other support for
 linearity, but neither does it show
 sufficient evidence of a nonlinear mode
 of action to support a nonlinear
 procedure.
   For linear extrapolation, a straight
 line is drawn from the point of
 departure to the origin—zero dose, zero
 response (Flamm and Winbush, 1984;
 Gaylor and Kodell, 1980; Krewski et al.,
 1984). This approach is generally
 conservative of public health, in the
 absence of information about the extent
 of human variability in sensitivity to
 effects. When a linear extrapolation
 procedure is used, the risk
 characterization summary displays the
 degree of extrapolation that is being
 made from empirical data and discusses
 its implications for the interpretation of
 the resulting quantitative risk estimates.
   Nonlinear. A default assumption of
 nonlinearity is  appropriate when there
 is no evidence for linearity and
 sufficient evidence to support an
 assumption of nonlinearity. The mode
 of action may lead to a dose response
 relationship that is nonlinear, with
 response falling much more quickly
 than linearly with dose, or being most
 influenced by individual differences in
 sensitivity. Alternatively, the mode of
 action may theoretically have a
 threshold, e.g.,  the carcinogenicity may
 be a secondary  effect of toxicity or of an
 induced physiological change (see
 example 5, section 2.6.3) that is itself a
 threshold phenomenon.
   As  a matter of science policy under
 this analysis, nonlinear probability
 functions are not fitted to the response
 data to extrapolate quantitative low-
 dose risk estimates because different
 models can lead to a, very wide range of
 results, and there is currently no basis,
 generally, to choose among them.
 Sufficient information to choose leads to
 a biologically based or case-specific
 model. In cases of nonlinearity, the risk
 is not extrapolated as a probability of an
 effect at low doses. A margin of
 exposure analysis is used, as described
 below, to evaluate concern for levels of
 exposure. The margin of exposure is the
 LEDio or other point  of departure
 divided by the environmental exposure
 of interest. The  EPA does not generally
 try to distinguish between modes of
 action that might imply a "true
threshold" from others with a nonlinear
 dose response relationship. Except in
unusual cases where extensive
information is available, it is not
possible to distinguish between these
empirically.
  The environmental exposures of
interest, for which margins of exposure
are estimated, may be actual or
projected future levels. The risk
manager decides whether a given
 margin of exposure is acceptable under
 applicable management policy criteria.
 The risk assessment provides
 supporting information to assist the
 decisionmaker.
   The EPA often conducts margin of
 exposure analyses to accompany
 estimates of reference doses or
 concentrations (RfD, RfC) for noncancer
 endpoints.4 The procedure for a margin
 of exposure analysis for a response
 related to carcinogenicity is
 operationally analogous, the difference
 being that a threshold of cancer
 response is not necessarily presumed. If,
 in a particular case, the evidence
 indicates a threshold, as in the case of
 carcinogenicity being secondary to
 another toxicity that has a threshold, the
 margin of exposure analysis for the
 toxicity is the same as is done for a
 noncancer endpoint, and an RfD or RfC
 for that toxicity also may be estimated
 and considered in cancer assessment.
   The analogy between margin of
 exposure analysis for noncancer and
 cancer responses begins with the
 analogy of points of departure; for both
 it is an effect level, either LEDio or other
 point (presented as a human equivalent
 dose or concentration), as data support.
 For cancer responses, when animal data
 are used, the  point of departure is a
 human equivalent dose or concentration
 arrived at by  interspecies dose
 adjustment or toxicokinetic analysis. It
 is likely that many of the margin of
 exposure analyses for cancer will be for
 responses other than tumor incidence.
 This is because the impetus for
 considering a carcinogenic agent to have
 a nonlinear dose response will be a
 conclusion that there is sufficient
 evidence to support that view, and this
 evidence will often be information
 about a response that is a precursor to
 tumors.
   To support a risk manager's
 consideration of the margin of exposure,
 information is provided in a risk
 assessment about current understanding
 of the phenomena that may be occurring
 as dose (exposure) decreases
 substantially  below the observed data.
 The goal is to provide as much
 information as possible about the risk
reduction that accompanies lowering of
 exposure. To  this end, some important
points to address include:
  4 An RfD or RfC is an estimate with uncertainty
spanning perhaps an order of magnitude of daily
exposure to the human population (including
sensitive subgroups) that is anticipated to be
without appreciable deleterious effects during a
lifetime. It is arrived at by dividing empirical data
on effects by uncertainty factors that consider inter-
and intraspecies variability, extent of data on all
important chronic exposure toxicity endpoints, and
availability of chronic as opposed to subchronic
data.

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17994	Federal  Register / Vol. 61, No. 79 / Tuesday, April 23, 1996 / Notices
  • The slope of the observed dose
response relationship at the point of
departure and its uncertainties and
implications for risk reduction
associated with exposure reduction (a
shallow slope suggests less reduction
than a steep slope),
  • The nature of the response used for
the dose response assessment,
  • The nature and extent of human
variability in sensitivity to the
phenomena involved,
  • Persistence of the agent in the body,
  • Human sensitivity to the
phenomena as compared with
experimental animals.
  As a default assumption for two of
these points, a factor of no less than 10-
fold each may be employed to account
for human variability and for
interspecies differences in sensitivity
when humans may be more sensitive
than animals. When humans are found
to be less sensitive than animals, a
default factor of no smaller than a 1/10
fraction may be employed to account for
this. If any information about human
variability or interspecies differences is
available,  it is used instead of the
default or to modify it as appropriate. In
the case of analysis based on human
studies, obviously, interspecies
differences are not a factor. It should be
noted that the dose response
relationship and inter- or intraspecies
variability in sensitivity are
independent. That is, reduction of dose
reduces risk; it does not change
variability. To support consideration of
acceptability of a margin of exposure by
the risk manager, the assessment
considers  all of the hazard and dose
response factors together; hence, the
factors for inter- and intraspecies
differences alone are not to be
considered a default number for an
acceptable margin of exposure. (See
Section 1.3.2.5.)
  It is appropriate to provide a graphical
representation of the data and dose
response modeling in the observed
range, also showing exposure levels of
interest to the decisionmaker. (See
figure 3—1.) In order to provide a frame
of reference, by way of comparison, a
straight line extrapolation may be
displayed to show what risk levels
would be associated with decreasing
dose, if the dose response were linear.
If this is done, the clear accompanying
message is that, in this case of
nonlinearity, the response falls
disproportionately with decreasing
dose.
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                 Federal Register / Vol. 61, No. 79 / Tuesday, April 23, 1996 / Notices
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17996	Federal Register  /  Vol. 61, No.  79 / Tuesday, April  23,  1996  /  Notices
  Linear and Nonlinear. Both linear and
nonlinear procedures may be used in
particular cases. If a mode of action
analysis finds substantial support for
differing modes of action for different
tumor sites, an appropriate procedure is
used for each. Both procedures may also
be appropriate to discuss implications
of complex dose response relationships.
For example, if it is apparent that an
agent is both DNA reactive and is highly
active as a promotor at high doses, and
there  are insufficient data for modeling,
both linear and nonlinear default
procedures may be needed to decouple
and consider the contribution of both
phenomena.

3.1.3. Use of Toxicity Equivalence
Factors and Relative Potency Estimates

  A toxicity equivalence factor (TEF)
procedure is one used to derive
quantitative dose response estimates for
agents that are members of a category or
class of agents. TEFs are based on
shared characteristics that can be used
to order the class members by
carcinogenic potency when cancer
bioassay data are inadequate for this
purpose (U.S. EPA, 1991c). The ordering
is by reference to the characteristics and
potency of a well-studied member or
members of the class. Other class
members are indexed to the reference
agent(s) by one or more shared
characteristics to generate their TEFs.
The TEFs are usually indexed at
increments of a factor of 10. Very good
data may permit a smaller increment to
be used. Shared characteristics that may
be used are, for example, receptor-
binding characteristics, results of assays
of biological activity related to
carcinogenicity, or structure-activity
relationships.
  TEFs are generated and used for the
limited purpose of assessment of agents
or mixtures of agents in environmental
media when better data are not
available. When better data become
available for an agent, its TEF should be
replaced or revised. Criteria for
constructing TEFs are given in U.S. EPA
(1991b). The criteria call for data that
are adequate to support summing doses
of the agents in mixtures. To date,
adequate data to support use of TEF's
has been found in only one class of
compounds (dioxins) (U.S. EPA, 1989a).
  Relative potencies can be similarly
derived and used  for agents with
carcinogenicity or other supporting
data. These are conceptually similar to
TEFs, but they are less firmly based in
science and do not have the same level
of data to support them. They are used
only when there is no better alternative.
  The uncertainties associated with
both TEFs and relative potencies are
explained whenever they are used.

3.2, Response Data
  Response data for analysis include
tumor incidence data from human or
animal studies as well as data on other
responses as they relate to an agent's
carcinogenicity, such as effects on
growth control processes or cell
macromolecules or other toxic effects.
Tumor incidence data are ordinarily the
basis of dose response assessment, but
other response data can augment such
assessment or provide separate
assessments of carcinogenicity or other
important effects.
  Data on carcinogenic processes
underlying tumor effects may be used to
support biologically based or case-
specific models. Other joptions for such
data exist. If confidence is high in the
linkage of a precursor effect and the
tumor effect, the assessment of tumor
incidence may be extended to lower
dose levels by linking it to the
assessment of the precursor effect
(Swenberg et  al., 1987). Even if a
quantitative link is not appropriate, the
assessment for a precursor effect may
provide a view of the likely shape of the
dose response curve for tumor incidence
below the range of tumor observation
(Cohen and Ellwein, 1990; Choy, 1993).
If responses other than tumor incidence
are regarded as better representations of
the carcinogenicity of the agent, they
may be used in lieu of tumor responses.
For example,  if it is concluded that the
carcinogenic effect is secondary to
another toxic effect, the dose response
for the other effect will likely be more
pertinent for risk assessment. As
another example, if disruption of
hormone activity is the key mode of
action of an agent, data on hormone
activity may be used in lieu of tumor
incidence data.
  If adequate positive human
epidemiologic response data are
available, they provide an advantageous
basis for analysis since concerns about
interspecies extrapolation do not arise.
Adequacy of human exposure data for
quantification is an important
consideration in deciding whether
epidemiologic data are the best basis for
analysis in a particular case. If adequate
exposure data exist in a well-designed
and well-conducted epidemiologic
study that detects no effects, it may be
possible to obtain an upper-bound
estimate of the poteiitial human risk to
provide a check on plausibility of
available estimates based on animal
tumor or other responses, e.g., do
confidence limits on one overlap the
point estimate of the other?
  When animal studies are used,
response data from a species that
responds most like humans should be
used if information to this effect exists.
If this is unknown and an agent has
been tested in several experiments
involving different animal species,
strains, and sexes at several doses and
different routes of exposure, all of the
data sets are considered and compared,
and a judgment is made as to the data
to be used to best represent the observed
data and important biological features
such as mode of action. Appropriate
options for presenting results include:
  • Use of a single data set,
  • Combining data from different
experiments (Stiteler et al., 1993; Vater
et aL, 1993),
  • Showing a range of results from
more than one data set,
  • Showing results from analysis of
more than one statistically significant
tumor response based on differing
modes of action,
  • Representing total response in a~~~
single experiment by combining animals
with statistically significant tumors at
more than one site, or
  • A combination of these options.
  The approach judged to best represent
the data is presented with the rationale
for the judgment, including  the
biological and statistical considerations
involved. The following are some points
to consider:
  • Quality of study protocol and
execution,
  • Proportion of malignant neoplasms,
  • Latency of onset of neoplasia,
  • Number of data points to define the
relationship of dose and response,
  • Background incidence in test
animal,
  • .Differences in range of response
among species, sexes, strains,
  • Most sensitive responding species,
and
  • Availability of data on related
precursor events to tumor development.
  Analyses of carcinogenic effects other
than tumor incidence are similarly
presented and evaluated for their
contribution to a best judgment on how
to represent the biological data for dose
response assessment.

3.3. Dose Data
  Whether animal experiments or
epidemiologic studies are the sources of
data, questions need to be addressed in
arriving at an appropriate measure of
dose for the anticipated environmental
exposure. Among these are:
  • Whether the dose is expressed as an
environmental concentration, applied
dose, or delivered dose  to the target
organ,

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                     Federal  Register / Vol. 61, No. 79 / Tuesday, April 23, 1996 / Notices
                                                                      17997
   • Whether the dose is expressed in
 terms of a parent compound, one or
 more metabolites, or both,
   • The impact of dose patterns and
 timing where significant,
   • Conversion from animal to human
 doses, whore animal data are used, and
   • The conversion metric between
 routes of exposure where necessary and
 appropriate.
   In practice, there may be little or no
 information on the concentration or
 identity of the active form at a target;
 being able to compare the applied and
 delivered doses between routes and
 species is the ideal, but is rarely
 attained. Even so, the objective is to use
 available data to obtain as close to a
 measure of internal or delivered dose as
 possible.
   The following discussion assumes
 that the analyst will have data of
 varying detail in different cases about
 toxicokinctics and metabolism.
 Discussed below are approaches to basic
 data that are most frequently available,
 as well as approaches and judgments for
 improving the analysis based on
 additional data. The estimation of dose
 in human studies is tailored to the form
 of dose data available.
 3.3.1. Intcrspccios Adjustment of Dose
   When adequate data are available, the
 doses used in animal studies can be
 adjusted to equivalent human doses
 using toxicokinelic information on the
 particular agent. The methods used
 should be tailored to the nature of the
 data on a caso-by-case basis. In rare
 cases, it may also be possible to make
 adjustments based on toxicodynamic
 considerations. In most cases, however,
 there are insufficient data available to
 compare dose between species. In these
 cases, the estimate of human equivalent
 dose is based on science policy default
 assumptions. The defaults described
 below are modified or replaced
 whenever better comparative data on
 toxicokinctic or metabolic relationships
 ore available. The availability and
 discussion of the latter also may permit
 reduction or discussion of uncertainty
 in the analysis.
  For oral exposure, the default
 assumption is that delivered doses are
 related to applied dose by a power of
 body weight. This assumption rests on
 the similarities of mammalian anatomy,
 physiology, and biochemistry generally
 observed across species. This
 assumption is more appropriate at low
applied dose concentrations where
sources of nonlinearity, such as
saturation or induction of enzyme
activity, are loss likely to occur. To
derive an equivalent human oral dose
from animal data, the default procedure
 is to scale daily applied doses
 experienced for a lifetime in proportion
 to body weight raised to the 0.75 power
 (W°-75). Equating exposure
 concentrations in parts per million units
 for food or water is an alternative
 version of the same default procedure
 because daily intakes of these are in
 proportion to W°-75. The rationale for
 this factor rests on the empirical
 observation that rates of physiological
 processes consistently tend to maintain
 proportionality with W°-7S. A more
 extensive discussion of the rationale
 and data supporting the Agency's
 adoption of this scaling factor is in U.S.
 EPA, 1992b. Information such as blood
 levels or exposure biomarkers or other
 data that are available for interspecies
 comparison are used to improve the
 analysis when possible.
   The default procedure to derive an
 human equivalent concentration of
 inhaled particles and gases is described
 in U.S. EPA (1994) and Jarabek
 (1995a,b). The methodology estimates
 respiratory deposition of inhaled
 particles and gases and provides
 methods for estimating internal doses of
 gases with different absorption
 characteristics. The method is able to
 incorporate additional toxicokinetics
 and metabolism to improve the analysis
 if such data are available.

 3.3.2. Toxicokinetic Analyses
   Physiologically based mathematical
 models are potentially the most
 comprehensive way to account for
 toxicokinetic processes affecting dose.
 Models build on physiological
 compartmental modeling and attempt to
 incorporate the dynamics of tissue
 perfusion and the kinetics of enzymes
 involved in metabolism of an
 administered compound.
  A comprehensive model requires the
 availability of empirical data on the
 carcinogenic activity contributed by
 parent compound and metabolite or
 metabolites and data by which to
 compare kinetics  of metabolism and
 elimination between species. A
 discussion of issues of confidence
 accompanies presentation of model
 results (Monro, 1992). This includes
 considerations of model validation and
 sensitivity analysis that stress the
 predictive performance of the model.
 When a delivered dose measure is used
 in animal to human  extrapolation of
 dose response data, the assessment
 should discuss the confidence in the
 assumption that the  toxicodynamics of
 the target tissue(s) will be the same in
both species, Toxicokinetic data can
improve dose response assessment by
 accounting for sources of change in
proportionality of applied to internal or
 delivered dose at various levels of
 applied dose. Many'of the sources of
 potential nonlinearity involve saturation
 or induction of enzymatic processes at
 high doses. An analysis that accounts
 for nonlinearity (for instance, due to
 enzyme saturation kinetics) can assist in
 avoiding overestimation or
 underestimation of low dose  response
 otherwise resulting from extrapolation
 from a sublinear or supralinear part of
 the experimental dose response curve
 (Gillette, 1983). Toxicokinetic processes
 tend to become linear at low doses, an
 expectation that is more robust than
 low-dose linearity of response (Hattis,
 1990). Accounting for toxicokinetic
 nonlinearities allows better description
 of the shape of the curve at relatively
 high levels of dose in the range of
 observation, but cannot determine
 linearity or nonlinearity of response at
 low dose levels (Lutz, 1990a;  Swenberg
 et al, 1987).
   Toxicokinetic modeling results may
 be presented as the preferred  method of
 estimating human equivalent dose or in
 parallel discussion with default
 assumptions depending on relative
 confidence in the modeling.
 3.3.3. Route-to-Route Extrapolation
   Judgments frequently need  to be made
 about the carcinogenicity of an agent
 through a route of exposure different
 than the one in the underlying studies.
 For example, exposures of interest may
 be through inhalation of an agent tested
 primarily through animal feeding
 studies or through ingestion of an agent
 that showed positive results in human
 occupational studies from inhalation
 exposure.
   Route-to-route extrapolation has both
 qualitative and quantitative aspects. For
 the qualitative aspect, the assessor
 weighs the degree to which positive
 results through one route of exposure in
 human or animal studies support a
 judgment that similar results would
 have been observed in appropriate
 studies using the route of exposure of
 interest. In general, confidence in
 making such a judgment is strengthened
 when the tumor effects are observed at
 a site distant from the portal of entry
 and when absorption through  the route
 of exposure of interest is similar to
 absorption via the tested routes. In the
 absence of contrary data, the qualitative .
 default assumption is that, if the agent
 is absorbed by a route to give an internal
 dose, it may be carcinogenic by that
 route. (See section 2.7.1.)
  When a qualitative extrapolation can
be supported, quantitative extrapolation
may still be problematic in the absence
 of adequate data. The differences in
biological processes among routes of

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 17998
Federal Register / Vol.  61,  No. 79 / Tuesday, April  23,  1996  /  Notices
 exposure (oral, inhalation, dermal) can
 be great because of, for example, first-
 pass effects and differing results from
 different exposure patterns. There is no
 generally applicable method for
 accounting for these differences in
 uptake processes in quantitative route-
 to-route extrapolation of dose response
 data in the absence of good data on the
 agent of interest. Therefore, route-to-
 route extrapolation of dose data relies
 on a case-by-case analysis of available
 data. When good data on the agent itself
 are limited, an extrapolation analysis
 can be based on expectations from
 physical and chemical properties of the
 agent, properties and route-specific data
 on structurally analogous compounds,
 or in vitro or in vivo uptake data on the
 agent. Route-to-route uptake models
 may be applied if model parameters are
 suitable for the compound of interest.
 Such models are currently considered
 interim methods; further model
 development and validation is awaiting
 the development of more extensive data
 (see generally, Gerrity and Henry, 1990).
 For  screening or hazard ranking, route-
 to-route extrapolation may be based on
 assumed quantitative comparability as a
 default, as long as it is reasonable to
 assume absorption by compared routes.
 When route-to-route extrapolation is
 used, the assessor's degree of confidence
 in both the qualitative and quantitative
 extrapolation should be discussed in the
 assessment and highlighted  in the dose
 response characterization.
 3.3.4. Dose Averaging
   The cumulative dose received over a
 lifetime, expressed as lifetime average
 daily dose, is generally considered an
 appropriate default measure of exposure
 to a  carcinogen (Monro, 1992). The
 assumption is made that a high  dose of
 a carcinogen received over a short
 period of time is equivalent to a
 corresponding low dose spread  over a
 lifetime. While this is" a reasonable
 default assumption based on theoretical
 considerations, departures from it are
 expected.  Another approach is needed
 in some cases, such as when dose-rate
 effects are noted (e.g., formaldehyde).
 Cumulative dose may be replaced, as
 appropriate and justified by  the data,
 with other dose measures. In such cases,
 modifications to the default assumption
 are made to take account of these
 effects; the rationale for the selected
 approach is explained.
  In cases where a mode of action or
 other feature of the biology has been
 identified that has special dose
 implications for sensitive
 subpopulations (e.g., differential effects
by sex or disproportionate impacts of
 early-life exposure), these are explained
                   and are recorded to guide exposure
                   assessment and risk characterization.
                   Special problems arise when the human
                   exposure situation of concern suggests
                   exposure regimens (e.g., route and
                   dosing schedule) that are substantially
                   different from those used in the relevant
                   animal studies. These issues are
                   explored and pointed out for attention
                   in the exposure assessment and risk
                   characterization.

                   3.4. Discussion of Uncertainties
                     The exploration of significant
                   uncertainties in data for dose and
                   response and in extrapolation
                   procedures is part of the assessment.
                   The presentation distinguishes between
                   model uncertainty and parameter
                   uncertainty. Model uncertainty is an
                   uncertainty about a basic biological
                   question. For example, a default, linear
                   dose response extrapolation may have
                   been made based on tumor and other
                   key evidence supporting the view that
                   the model for an agent's mode of action
                   is a DNA-reactive process. Discussion of
                   the confidence in the extrapolation is
                   appropriately done qualitatively or by
                   showing results for alternatives that are
                   equally plausible. It is not useful, for
                   example, to conduct quantitative
                   uncertainty analysis running multiple
                   forms of linear models. This would
                   obviate the function of the policy
                   default.
                     Parameter uncertainties deal with
                   numbers representing statistical or
                   analytical measures of variance or error
                   in data or estimates. Uncertainties in
                   parameters are described quantitatively,
                   if practicable, through sensitivity
                   analysis and statistical uncertainty
                   analysis. With the recent expansion of
                   readily available computing capacity,
                   computer methods are being adapted to
                   create simulated biological data that are
                   comparable with observed information.
                   These simulations can be used for
                   sensitivity analysis,  for example, to
                   analyze how small, plausible variations
                   in the observed data could affect dose
                   response estimates. These simulations
                   can also provide information about
                   experimental uncertainty in dose
                   response estimates, including a
                   distribution of estimates that are
                   compatible with the observed data.
                   Because these simulations are based on
                   the observed data, they cannot assist in
                   evaluating the extent to which the
                   observed data as a whole are
                   idiosyncratic rather than typical of the
                   true situation. If quantitative analysis is
                   not possible, significant parameter
                   uncertainties are described
                   qualitatively. In either case, the
                   discussion highlights uncertainties that
                   are specific to the agent being assessed,
 as distinct from those that are generic to
 most assessments.
   Estimation of the applied dose in a
 human study has numerous
 uncertainties such as the exposure
 fluctuations that humans experience
 compared with the controlled exposures
 received by animals on test. In a
 prospective cohort study, there is
 opportunity to monitor exposure and
 human activity patterns for a period of
 time that supports estimation of applied
 dose (U.S. EPA, 1992a). In a
 retrospective study, exposure may be
 based on monitoring data but is often
 based on human activity patterns and
 levels reconstructed from historical
 data, contemporary data, or a
 combination of the two. Such
 reconstruction is accompanied by
 analysis of uncertainties considered
 with sensitivity analysis in the
 estimation of dose (Wyzga, 1988; U.S.
 EPA, 1986a). These uncertainties can
 also be assessed for any confounding
 factor for which a quantitative
 adjustment of dose response data is
 made (U.S. EPA, 1984).
 3.5.  Technical Dose Response
 Characterization
  As with hazard characterization, the
 dose response characterization serves
 the dual purposes of presenting a
 technical characterization of the
 assessment results and supporting the
 risk  characterization.
  The characterization presents the
 results of analyses of dose data, of
 response data, and of dose response.
 When alternative approaches are
 plausible and persuasive in selecting
 dose data, response data, or
 extrapolation procedures, the
 characterization follows the alternative
 paths of analysis and presents the
results. The discussion covers the
 question of whether any should be
preferred over others because it (or they)
better represents the available data or
corresponds to the view of the
mechanism of action developed in the
hazard assessment. The results for
different tumor types by sex and species
are provided along with the one(s)
preferred. Similarly, results for
responses other than tumor incidence
are shown if appropriate.
  Numerical dose response estimates
are presented to one significant figure.
Numbers are qualified as to whether
they  represent central tendency or
upper bounds and whether the method
used is inherently more likely to
overestimate or underestimate (Krewski
et al., 1984).
  In  cases where a mode of action or
other feature of the biology has been
identified that has special implications

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                    Federal Register  /  Vol. 61, No.  79 / Tuesday, April  23,  1996  / Notices    	17999
 for carly-Hfo exposure, differential
 effects by sex, or other concerns for
 sensitive subpopulations, these are
 explained. Similarly, any expectations
 that high dose-rate exposures may alter
 the risk picture for some portion of the
 population are described. These and
 other perspectives are recorded to guide
 exposure assessment and risk
 characterization. Whether the lifetime
 average daily dose or another measure
 of doso should be considered for
 differing exposure scenarios is
 discussed.
  Uncertainly analyses, qualitative or
 quantitative if possible, are highlighted
 in the characterization.
  The doso response characterization
 routinely includes the following, as
 appropriate for the data available:
  •  Identification of the kinds of data
 available for analysis of dose and
 response and for dose response
 assessment,
  •  Results of assessment as above,
  •  Explanation of analyses in terms of
 quality of data available,
  •  Selection of study/response and
 dose metric for assessment,
  •  Discussion of implications of
 variability in human susceptibility,
 including for susceptible subpopulation,
  •  Applicability of results to varying
 exposure scenarios—issues of route of
 exposure, dose rate, frequency, and
 duration,
  • Discussion of strengths and
 limitations (uncertainties) of the data
 and analyses that are quantitative as
 well as qualitative, and
  * Special issues of interpretation of
 data, such as:
 —Selecting dose data, response data,
  and dose response approach(es),
 —Uso of meta-analysis,
—Uncertainty and quantitative
  uncertainty analysis.
 4. Technical Exposure Characterization
  Guidelines for exposure assessment of
 carcinogenic and other agents are
 published (U.S. EPA, 1992a) and are
 used in conjunction with these cancer
 risk assessment guidelines. Presentation
 of exposure descriptors is a subject of
 discussion in EPA risk characterization
guidance (U.S. EPA, 1995). The
exposure characterization is a technical
characterization  that presents the
assessment results and supports risk
characterization.
  The characterization provides a
statement of purpose, scope, level of
detail, and approach used in the
assessment, identifying the exposure
scennrio(s) covered. It estimates the
distribution of exposures among
members of the exposed population as
the data permit. It identifies and
 compares the contribution of different
 sources and routes and pathways of
 exposure. Estimates of the magnitude,
 duration, and frequency of exposure are
 included as available monitoring or
 modeling results or other reasonable
 methods permit. The strengths and
 limitations (uncertainties) of the data
 and methods of estimation are made
 clear.
  The exposure characterization
 routinely includes the following, as
 appropriate and possible for the data
 available:
  • Identification of the kinds of data
 available,
  • Results of assessment as above,
  • Explanation of analyses in terms of
 quality of data available,
  • Uncertainty analyses as discussed
 in Exposure Assessment Guidelines,
 distinguishing uncertainty from
 variability, and
  • Explanation of derivation of
 estimators of "high end" or central
 tendency of exposure and their
 appropriate use.

 5. Risk Characterization

 5.1. Purpose
  The risk characterization process
 includes an integrative analysis
 followed by a presentation in a Risk
 Characterization Summary, of the major
 results of the risk assessment. The Risk
 Characterization Summary is a
 nontechnical discussion that minimizes
 the use of technical terms. It is an
 appraisal of the science that supports
 the risk manager in making public
 health decisions, as do other
 decisionmaking analyses of economic,
 social, or technology issues. It also
 serves the needs of other interested
 readers. The summary is an information
 resource for preparation of risk
 communication information, but being
 somewhat technical,  is not itself .the
 usual vehicle for communication with
 every audience.
  The integrative analysis brings
 together the assessments and
 characterizations of hazard, dose
response, and exposure to make risk
 estimates for the exposure scenarios of
 interest. This analysis is generally much
more extensive than the Risk
Characterization Summary. It may be
peer-reviewed or subject to public
comment along with the summary in
preparation for an Agency decision. The
integrative analysis may be titled
differently by different EPA programs
 (e.g., "Staff Paper" for criteria air
pollutants), but it typically will identify
exposure scenarios of interest in a
decisionmaldng and present risk
analyses associated with them. Some of
 the analyses may concern scenarios in
 several media, others may examine, for
 example, only drinking water risks. It
 also may be the document that contains
 quantitative analyses of uncertainty.
  The values supported by a risk
 characterization throughout the process
 are transparency in environmental
 decisionmaking, clarity in
 communication, consistency in core
 assumptions and science policies from
 case to case, and reasonableness. While
 it is appropriate to err on the side of
 protection of health and the
 environment in the face of scientific
 uncertainty, common sense and
 reasonable application of assumptions
 and policies are essential to avoid
 unrealistic estimates of risk (U.S. EPA,
 1995). Both integrative analyses and the
 Risk Characterization Summary present
 an integrated and balanced picture of
 the analysis of the hazard, dose
 response, and  exposure. The risk analyst
 should provide summaries of the
 evidence and results and describe the
 quality of available data and the degree
 of confidence to be placed in the risk
 estimates. Important features include
 the constraints of available data and the
 state of knowledge, significant scientific
 issues, and significant science and
 science policy choices that were made
 when alternative interpretations of data
 existed (U.S. EPA, 1995).  Choices made
 about using default assumptions or data
 in the assessment are explicitly
 discussed in the course of analysis, and
 if a choice is a significant issue, it is
 highlighted in the summary.
 5.2. Application
  Risk characterization is a necessary
 part of generating any Agency report on
 risk, whether the report is preliminary
 to support allocation of resources
 toward further study or comprehensive
 to support regulatory decisions. In the
 former case, the detail and
 sophistication of the characterization
 are appropriately small in scale; in  the
 latter case, appropriately extensive.
 Even if a document covers only parts  of
 a risk assessment (hazard and dose
 response analyses for instance), the
 results of these are characterized.
  Risk assessment is an iterative process
that grows in depth and scope in stages
 from screening for priority-making, to
 preliminary estimation, to fuller
 examination in support of complex
regulatory decisionmaking. Default
 assumptions are used at every stage
because no database is ever complete,
but they are predominant at screening
 stages and are used less as more data are
gathered  and incorporated at later
 stages. Various provisions in EPA-
 administered statutes require decisions

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Federal Register / Vol. 61, No. 79 / Tuesday, April  23,  1996 / Notices
 based on findings that represent all
 stages of iteration. There are close to 30
 provisions within the major statutes that
 require decisions based on risk, hazard,
 or exposure assessment. For example,
 Agency review of premanufacture
 notices under section 5 of the Toxic
 Substances Control Act relies on
 screening analyses, while requirements
 for industry testing under section 4 of
 that Act rely on preliminary analyses of
 risk or simply of exposure. At the other
 extreme, air quality criteria under the
 Clean Air Act rest on a rich data
 collection required by statute to undergo
 reassessment every few years. There are
 provisions that require ranking of
 hazards of numerous pollutants—by its
 nature a screening level of analysis—
 and other provisions that require a full
 assessment of risk. Given this range in
 the scope and depth of analyses, not all
 risk characterizations can or should be
 equal in coverage or depth. The risk
 assessor must carefully decide which
 issues in a particular assessment are
 important to present, choosing those
 that are noteworthy in their impact on
 results. For example, health effect
 assessments typically rely on animal
 data since human data are rarely
 available. The objective of
 characterization of the use of animal
 data is not to recount generic issues
 about interpreting and using animal
 data. Agency guidance documents cover
 these. Instead, the objective is to call out
 any significant issues that arose within
 the particular assessment being
 characterized and triform the reader
 about significant uncertainties that
 affect conclusions.

 5.3. Presentation of Risk
 Characterization Summary

  The presentation is a nontechnical
 discussion of important conclusions,
 issues, and uncertainties that uses the
 hazard, dose-response, exposure, and
 integrative analyses for technical
 support. The primary technical supports
 within the risk assessment are the
 hazard characterization, dose response
 characterization, and exposure
 characterization described in this
 guideline. The risk characterization is
 derived from these.  The presentation
 should fulfill the aims outlined in the
 purpose section above.

 5.4. Content of Risk Characterization
 Summary

  Specific guidance on hazard, dose
response, and exposure characterization
appears in previous sections. Overall,
the risk characterization routinely
includes the following, capturing the
important items covered in hazard, dose
                    response, and exposure
                    characterization.
                       • Primary conclusions about hazard,
                    dose response, and exposure, including
                    equally plausible alternatives,
                       • Nature of key supporting
                    information and analytic methods,
                       • Risk estimates and their attendant
                    uncertainties, including key uses of
                    default assumptions when data are
                    missing or uncertain,
                       • Statement of the extent of
                    extrapolation of risk estimates from
                    observed data to exposure levels of
                    interest (i.e., margin of exposure) and its
                    implications for certainty or uncertainty
                    in qualifying risk,
                       • Significant strengths and
                    limitations of the  data and analyses,
                    including any major peer reviewers'
                    issues,
                       • Appropriate comparison with
                    similar EPA risk analyses or common
                    risks with which people may be
                    familiar, and
                       • Comparison with assessment of the
                    same problem by another organization.

                    Appendix A

                      This appendix contains several general
                    illustrations of weight of evidence narratives.
                    In addition, after narrative #5 is an example
                    of a briefing summary format.

                    NARRATIVE #1 Chlorinated Alkene
                    CASffXXX
                    CANCER HAZARD SUMMARY
                      Chlorinated alkene (cl-alkene] is likely to
                    be carcinogenic to humans by all routes of
                    exposure. The weight of evidence of human
                    carcinogenicity of cl-alkene is based on (a)
                    findings of carcinogenicity in rats and mice
                    of both sexes by oral and inhalation
                    exposures; (b) its similarity in structure to
                    other chlorinated organics that are known to
                    cause liver and kidney damage, and liver and
                    kidney tumors in rats and mice; (c)
                    suggestive evidence of a possible association
                    between cl-alkene exposure of workers in the
                    laundry and dry cleaning industries and
                    increased cancer risk in a number of organ
                    systems; and (d) human and animal data
                    indicating that cl-alkene is absorbed by all
                    routes of exposure.
                      In comparison with other agents
                    designated as likely carcinogens, the overall
                    weight of evidence for cl-alkene places it at
                    the low end of the grouping. This is because
                    one cannot attribute observed excess cancer
                    risk in exposed workers solely to cl-alkene.
                    Moreover, there is considerable scientific
                    uncertainty about the human significance
                    and relevance of certain rodent tumors
                    associated with exposure to cl-alkene and
                    other chlorinated organics, but insufficient
                    evidence about mode of action for the animal
                    tumors. Hence, the human relevance of the
                    animal evidence of carcinogenicity relies on
                    a default assumption of relevance.
                      There is no clear evidence about the mode
                    of action for each tumor type induced in rats
                    and mice. Available evidence suggests that
 cl-alkene induces cancer mainly by
 promoting cell growth rather than via direct
 mutagenic action, although a mutagenic
 mode of action for rat kidney tumors cannot
 be ruled out. The dose response assessment
 should, therefore, adopt both default
 approaches, nonlinear and linear. It is
 recognized that the latter approach likely
 overestimates risk at low doses if the mode
 of action is primarily growth-promoting. This
 approach, however, may be useful for
 screening analyses.
 SUPPORTING INFORMATION

 Human Data
   A number of epidemiologic studies of dry
 cleaning and laundry workers that have
 reported elevated incidences of lung, cervix,
 esophagus, kidney,  blood and lymphoid
 cancers. Many of these studies are
 confounded by co-exposure to other
 petroleum solvents, making them limited for
 determining whether the observed increased
 cancer risks are causally related to cl-alkene.
 The only investigation of dry cleaning
 workers with no known exposure to other
 chemicals did not evaluate other
 confounding factors such as smoking, alcohol
 consumption, and low socioeconomic status
 to exclude the possible contribution of these
 factors to cancer risks.
 Animal Data
  The carcinogenic potential of cl-alkene has
 been adequately investigated in two chronic
 studies in two rodent species, the first study
 by gavage and the second study by
 inhalation. Cl-alkene is carcinogenic in the
 liver in both sexes of mice when tested by
 either route of exposure. It causes marginally
 increased incidences of mononuclear cell
 leukemia (MCL) in both sexes of rats and low
 incidences of a rare  kidney tumor in male
 rats by inhalation. No increases in tumor
 incidence were found in rats treated with cl-
 alkene by gavage. This rat study was
 considered limited because of high mortality
 of the animals.
  Although cl-alkene causes increased
 incidences of tumors at multiple sites in two
 rodent species, controversy surrounds each
 of the tumor endpoints concerning their
 relevance and/or significance to humans (see
 discussion under Mode of Action).
 Other Key Data
  Cl-alkene is a member of a class of
 chlorinated organics that often cause liver
 and kidney toxicity  and carcinogenesis in
 rodents. Like many chlorinated
 hydrocarbons, cl-alkene itself is tested
 negative in a battery of standard genotoxicity
 tests using bacterial and mammalian cells
 systems including human lymphocytes and
 fibroblast cells. There is evidence, however,
 that a minor metabolite generated by an
 enzyme found in rat kidney tissue is
mutagenic. This kidney metabolite has been
 hypothesized to be related to the
 development of kidney tumors in the male
rat. This metabolic pathway appears to be
 operative in the human kidney.
  Human data indicate that cl-alkene is
readily absorbed via inhalation but to a much
lesser extent by skin contact. Animal data
show that cl-alkene is absorbed well by the
oral route.

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                      Federal Register / Vol.  61, No. 79 / Tuesday, April 23,  1996 / Notices
                                                                            18001
 MODE OF ACTION
   Tho mechanisms of cl-alkone-induced
 mouso Itvor tumors are not completely
 understood. One mechanism has been
 hypothesized to bo mediated by a genotoxic
 cpoxldo metabolite generated by enzymes
 found in the mouse liver, but there is a lack
 of direct evidence in support of this
 mechanism. A more plausible mechanism
 that still needs to bo further defined is related
 to liver poroxisomal proliferation and
 toxlcity by TCA (tricnloroacotic acid), a
 major metabolite of cl-alkene. However, there
 arc no definitive data indicating that TCA
 Induces poroxisomal proliferation in
 humans.
  Tho mechanisms by which cl-alkene
 induces kidney tumors in male rats are even
 loss well understood. The rat kidney
 rcsponsa may bo related to either kidney
 toxlcity or the activity of a mutagenic
 metabolite of the parent compound.
  Tho human relevance of cl-alkene-induced
 MCL In rats is unclear. Tho biological
 significance of marginally increased
 Incidences of MCL, has been questioned by
 some, since this tumor occurs spontaneously
 in tho tested rat strain at very high
 background rates. On tho other hand, it has
 boon considered by others to be a true finding
 because there was a decreased time to onset
 of tho disease and tho disease was more
 severe in treated as compared with untreated
 control animals. Tho exact mechanism by
 which cl-alkono increases incidences of MCL
 In rats is not known.
  Overall, (hero is not enough evidence to
 givo high confidence in a conclusion about
 any single mode of action; it would appear
 that more than a single mode operates in
 different rodent tissues. The apparent lack of
 niutngcnlcily of cl-alkene itself and its
 general growth-promoting effect on high
 background tumors as well as its toxicity
 toward mouso liver and rat kidney tissue
 support tho view that its predominant mode
 of action is coll growth promoting rather than
 mutagenic. A mutagenic contribution to the
 renal carcinogonicity due to a metabolite
 cannot bo entirely ruled out.
 NARRATIVES
 Unsaliiratcd Aldehyde
 CASSXXX
 CANCER HAZARD SUMMARY
  Tho potential human hazard of unsaturated
 aldehyde (UA) cannot bo determined, but
 thoro are suggestive data for carcinogenicity.
  Tho evidence on  carcinogonicity consists
 of (a)  data from an oral animal study showing
 a response only at tho highest dose in female
 rots, with no response in males and (b) the
 fact that other low-molecular-weight
 aldehydes have shown tumorigenicity in the
 respiratory tract after inhalation. The one
 study of UA effects by tho inhalation route
 was not adequately performed. The available
 cvidonco is too limited to describe human
 carcinogenicity potential or support dose
 response assessment.
SUPPORTING INFORMATION
 Human Data
  An  elevated incidence of cancer was
reported in a cohort of workers in a chemical
 plant who were exposed to a mixture of
 chemicals including UA as a minor
 component. The study is considered
 inadequate because of the small size of the
 cohort studied and the lack of adequate
 exposure data.
 Animal Data
  In a long-term drinking water study in rats,
 an increased incidence of adrenal cortical
 adenomas was found in the highest-dosed
 females. No other significant finding was
 made. The oral rat study was well conducted
 by a standard protocol. In a 1-year study in
 hamsters at one inhalation dose, no tumors
 were seen. This study was inadequate due to
 high mortality and consequent short
 duration. The chemical is very irritating and
 is a respiratory toxicant in mammals. The.
 animal data are too limited for conclusions
 to be drawn.
 Structural Analogue Data
  UA's structural analogues, formaldehyde
 and acetaldehyde, both have carcinogenic
 effects on the rat respiratory tract.
 Other Key Data
  The weight of results of mutagenicity tests
 in bacteria, fungi, fruit flies, and mice result
 in an overall conclusion of not mutagenic;
 UA is lethal to bacteria to a degree that makes.
 testing difficult and test results difficult to
 interpret. The chemical is readily absorbed
 by all routes.
 MODE OF ACTION
  Data are not sufficient to judge whether
 there is a carcinogenic mode of action.
 NARRATIVES

 Alkene Oxide
 CAStfXXX

 CANCER HAZARD SUMMARY
  Alkene oxide (AO) should be dealt with as
 if it were a known human carcinogen by all
 routes of exposure. Several studies in
 workers, when considered together, suggest
 an elevated risk of leukemia and lymphoma
 after long-term exposure to AO, even though
 no single study conclusively demonstrates
 that AO caused the cancer. In addition,
 animal cancer and mutagenicity studies as
 well as short-term tests of mutagenicity have
 strongly consistent results that support a
 level of concern equal to  having conclusive
 human studies.
  The weight of evidence of human
 carcinogenicity is based on (a) consistent
 evidence of carcinogenicity of AO in rats and
mice by both oral and inhalation exposure;
 (b) studies in workers that taken together
 suggest elevated risk of leukemia and
 lymphoma to workers exposed to AO and
 show genetic damage in blood lymphocytes
 in exposed workers; (c) mutagenic effects in
numerous test systems and heritable gene
mutations in animals; and (d) membership in
a class of DNA-reactive compounds that are
regularly observed to cause cancer in
animals.
  Due to its ready absorption by all routes of
exposure and rapid distribution throughout
the body, AO is expected to pose a risk by
any route of exposure. The strong evidence
of a mutagenic mode of action supports dose  ,
 response assessment that assumes linearity of
 the relationship.
 SUPPORTING INFORMATION

 Human Data
  Elevated risks of lymphatic cancer and
 cancer of blood-forming tissue have been
 reported in exposed workers in several
 studies. The interpretation of the studies
 separately is complicated by exposures to
 other agents in each so there is no single
 study that demonstrates that AO caused the
 effects; nevertheless, several of the studies
 together are considered suggestive of AO
 carcinogenicity because they consistently
 show cancer elevation in the same tissues.
 Biomonitoring studies of exposed workers
 find DNA damage in blood lymphocytes and
 the degree of DNA damage correlates with
 the level and duration of AO exposure.
 Finding this damage in  the same tissue in
 which elevated cancer was seen in workers
 adds further weight to the positive suggestion
 from the worker cancer studies. The human
 data are from well-conducted studies.
 Animal Data
  AO causes cancer  in multiple tissue sites
 in rats and mice of both sexes by oral and
 inhalation exposure. The database is more
 extensive than usual and the studies are
 good. The observation of multisite,
 multispecies carcinogenic activity by an
 agent is considered to be very strong
 evidence and is often the case with highly
 mutagenic agents. There are  also good studies
 showing that AO causes heritable germ cell
 mutations in mice after inhalation
 exposure—a property that is very highly
 correlated with carcinogenicity.
 Structural Analogue Data
  Organic epoxides are commonly found to
 have carcinogenic effects in animals,
 particularly the low-molecular-weight ones.
 Other Key Data
  The structure and  DNA reactivity of AO
 support potential carcinogenicity. Both
 properties are highly correlated with
 carcinogenicity. Positive mutagenicity tests
 in vitro and in vivo add to this support and
 are reinforced by observation of similar
 genetic damage in exposed workers.
  AO is experimentally observed to be
 readily absorbed by all routes and rapidly
 distributed through the body.
 MODE OF ACTION
  All of the available data are strongly
 supportive of a mutagenic mode of action,
 with a particular human target in lymphatic
 and blood-forming tissue. The current
 scientific consensus  is that there is virtually
 complete correspondence between ability of
 an agent to cause heritable germ cell
mutations, as AO does, and carcinogenicity.
All of this points to a mutagenic mode of
 action and supports assuming linearity of the
 dose response relationship.

NARRATIVES

Bis-benzenamine
CAS# XXX

CANCER HAZARD SUMMARY
  This chemical is likely to be carcinogenic
to humans by all routes  of exposure.  Its

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 carcinogenic potential is indicated by (a)
 tumor and toxicity studies on structural
 analogues, which demonstrate the ability of
 the chemical to produce thyroid follicular
 cell tumors in rats and hepatocellular tumors
 in mice following ingestion and (b)
 metabolism and hormonal information on the
 chemical and its analogues, which
 contributes to a working mode of action and
 associates findings in animals with those in
 exposed humans. In comparison with other
 agents designated as likely carcinogens, the
 overall weight of evidence for this chemical
 places it at the lower end of the grouping.
 This is because there is a lack of tumor
 response data on this agent itself.
   Biological information on the compound is
 contradictory in terms of how to quantitate
 potential cancer risks. The information on
 disruption on thyroid-pituitary status argues
 for using a margin of exposure evaluation.
 However, the chemical is an aromatic amine,
 a class of agents that are DNA-reactive and
 induce gene mutation and chromosome
 aberrations, which argues for low-dose
 linearity. Additionally, there is a lack of
 mode of action information on the mouse
 liver tumors produced by the structural
 analogues, also pointing toward a low-dose
 linear default approach. In recognition of
 these uncertainties, it is recommended to
 quantitate  tumors using both nonlinear (to
 place a lower bound  on the risks) and linear
 (to place an upper bound on the risks) default
 approaches. Given the absence of tumor
 response data on the chemical per se, it is
 recommended that tumor data on close
 analogues be used to possibly develop
 toxicity equivalent factors or relative
 potencies.
  Overall,  this chemical is an inferential case
 for potential human carcinogenicity. The
 uncertainties associated with this assessment
 include (1) the lack of carcinogenicity studies
 on  the chemical, (2) the use of tumor data on
 structural analogues, (3) the lack of definitive
 information on the relevance of thyroid-
 pituitary imbalance for human
 carcinogenicity, and (4) the different
 potential mechanisms that may influence
 tumor development and potential risks.
 SUPPORTING INFORMATION
 Human Data
  Worker exposure has not been well
 characterized or quantified, but recent
 medical monitoring of workers exposed over
 a period of several years has uncovered
 alterations  in thyroid-pituitary hormones (a
 decrease in T3 and T4 and an increase in
 TSH) and symptoms of hypothyroidism.  A
 urinary metabolite of the chemical has been
 monitored in workers, with changes in
 thyroid and pituitary hormones noted, and
 the changes were similar to those seen in an
 animal study.
Animal Data
  The concentration of the urinary
metabolite in rats receiving the chemical for
28 days was within twofold of that in
exposed workers, a finding associated with
comparable changes in thyroid hormones and
TSH levels. In addition, the dose of the
chemical given to rats in this study was
essentially the same as that of an analogue
                     that had produced thyroid and pituitary
                     tumors in rats. The human thyroid responds
                     in the same way as the rodent thyroid
                     following short-term, limited exposure.
                     Although it is not well established that
                     thyroid-pituitary imbalance leads to cancer
                     in humans as it does in rodents, information
                     in animals and in exposed humans suggests
                     similar mechanisms of disrupting thyroid-
                     pituitary function and the potential role of
                     altered TSH levels in leading to thyroid
                     carcinogenesis.
                     Structural Analogue Data
                       This chemical is an aromatic amine, a
                     member of a class of chemicals that has
                     regularly produced carcinogenic effects in
                     rodents and gene and structural chromosome
                     aberrations in short-term tests. Some
                     aromatic amines have produced cancer in
                     humans.
                       Close structural analogues produce thyroid
                     follicular cell tumors in rats and
                     hepatocellular tumors in mice following
                     ingestion. The thyroid tumors are associated
                     with known perturbations in thyroid-
                     pituitary functioning. These compounds
                     inhibit the use of iodide by the thyroid gland,
                     apparently due to inhibition of the enzyme
                     that synthesizes the thyroid hormones (T3,
                     T4). Accordingly, blood levels of thyroid
                     hormones decrease, which induce the
                     pituitary gland to produce more TSH, a
                     hormone that stimulates the thyroid to
                     produce more of its hormones. The thyroid
                     gland becomes larger due to increases in the
                     size of individual cells and their proliferation
                     and upon chronic administration, tumors
                     develop. Thus, thyroid tumor development is
                     significantly influenced by disruption in the
                     thyroid-pituitary axis.
                     Other Key Data
                      The chemical can be absorbed by the oral,
                     inhalation, and dermal routes of exposure.
                     MODE OF ACTION
                      Data on the chemical and on structural
                     analogues indicate the potential association
                     of carcinogenesis with perturbation of
                     thyroid-pituitary homeostasis. Structural
                     analogues are genotoxic, thus raising the
                     possibility of different mechanisms by which
                     this chemical may influence tumor
                     development.

                     NARRATIVE #5

                     Brominated Alkane (BA)
                     CAStfXXX

                     CANCER HAZARD SUMMARY
                      Brominated alkane (BA) is likely to be a
                     human carcinogen by all routes of exposure.
                     The weight of evidence for human
                     carcinogenicity is at the high end of agents
                     in the "likely" group. Findings are  based on
                    very extensive and significant experimental
                    findings that include (a) tumors at multiple
                    sites in both sexes of two rodent species via
                    three routes of administration relevant to
                    human exposure, (b) close structural
                    analogues that produce a spectrum of tumors
                    like BA, (c) significant evidence for the
                    production of reactive BA metabolites that
                    readily bind to DNA and produce gene
                    mutations in many systems including
                    cultured mammalian and human cells, and
  (d) two null and one positive epidemiologic
  study; in the positive study, there may have
  been exposure to BA. These findings support
  a decision that B A might produce cancer in
  exposed humans. In comparison to other
  agents considered likely human carcinogens,
  the overall weight of evidence for BA puts it
  near the top of the grouping. Given the
  agent's mutagenicity, which can influence
  the carcinogenic process, a linear dose-
  response extrapolation is recommended.
   Uncertainties include the lack of adequate
  information on the mutagenicity of BA in
  mammals or humans in vivo, although such
  effects would be expected.
  SUPPORTING INFORMATION
 Human Data
   The information on the carcinogenicity of
 BA from human studies is inadequate. Two
 studies of production workers have not
 shown significant increases in cancer from
 exposure to BA and other chemicals. An
 increase in lymphatic cancer was reported in
 a mortality study of grain elevator workers
 who may have been exposed to BA (and
 other chemicals).
 Animal Data
   BA produced tumors in four chronic
 rodents studies. Tumor increases were noted
 in males and females of rats and mice
 following oral dermal and inhalation
 exposure (rat—oral and two inhalation,
 mouse—oral and dermal). It produces tumors
 both at the site of application (e.g., skin with
 dermal exposure) and at sites distal to the
 portal of entry into the body (e.g., mammary
 gland) following exposure from each route.
 Tumors at the same site were noted in both
 sexes of a species (blood vessel), both species
 (forestomach) and via different routes of
 administration (lung).  Some tumors.
 developed after very short latency,
 metastasized extensively, and produced
 death, an uncommon findings in rodents.
 The rodent studies were well designed and
 conducted except for the oral studies, in
 which the doses employed caused excessive
 toxicity and mortality. However, given the
 other rodent findings, lower doses would
 also be anticipated to be carcinogenic.
 Structural Analogue Data
  Several chemicals structurally related to
 BA are also carcinogenic in rodents. Among
 four that are closest in structure, tumors like
 those seen for BA were often noted (e.g.,
 forestomach, mammary, lung), which helps
 to confirm the findings for BA itself. In sum,
 all of the tumor findings help to establish
 animal carcinogenicity and support potential
 human carcinogenicity for BA.
 Other Key Data
  BA itself is not reactive, but from its
 structure it was expected to be metabolized
 to reactive forms. Extensive metabolism
 studies have confined this presumption and
 have demonstrated metabolites that bind to
 DNA and cause breaks in the DNA chain.
These lesions are readily converted to gene
mutations  in bacteria, fungi, higher plants,
insects and mammalian and human cells in
culture. There are only a limited number of
reports on the induction of chromosome
aberrations in mammals and humans; thus
far they  are negative.

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                                                                           18003
MODE OF ACTION
  Human carcinogens often produce cancer
in multiple sites of multiple animal species
and both soxos and arc mutagenic in multiple
test systems. BA satisfies these findings. It
produces cancer in males and females of rats
and mice. It produces gone mutations in cells
across all life forms—plants, bacteria and
animals—including mammals and humans.
Given the mutagonicity of BA exposure and
the multiplicity and short latency of BA
tumor induction, it is reasonable to use a
linear approach for cancer dose-response
extrapolation.
BRIEFING SUMMARY
Route(s)
All .

Class
Likely 	

Designa-
tion or
rationale
High end

Dose re-
sponse
Default-
linear.
Basis for classification/dose response
  1. Human data: Two studies of production
workers show no increase in cancer (one had
a small sample size; the other had mixed
chemical exposures). An increase in
lymphatic cancer is seen among grain
elevator workers who may have been
exposed to other chemicals.
  2. Animal data: BA produces tumors at
multiple sites in male and female rats and
mico following oral, dermal, and inhalation
exposure. Tumors are seen at the site of
administration and distally and are often
consistent across sex, species, and route of
administration; some develop early,
motastaslzo, and cause death.
  3. Structural analogue data: Close
analogues produce some of the same tumors
as aro seen with BA.
  4. Other key data: BA is metabolized to a
reactive chemical that binds DNA and
produces geno mutations in essentially every
tost system including cultured human cells.
  5. Mode of action: Like most known human
carcinogens, BA is mutagenic in most test
systems.
  6. Hazard classification/uncertainties:
There is a rich database on BA demonstrating
its potential ability to cause tumors in
humans, including (a) multiple animal
tumors, (b) by appropriate routes of exposure,
(c) a mode of action relevant to human
carcinogenicity, and (d) some information in
humans. Together they lead to a designation
near tha high end of the likely human
carcinogen class.
  7. Dose response: Given the anticipated
mode of action, a linear default dose
response relationship should be assumed.

Appendix B
  This appendix contains responses to
tho National Academy of Sciences
National Research Council report
Science and Judgment in Risk
Assessment (NRG, 1994).
Recommendations oftlie National Academy
of Sciences National Research Council
  In 1994, tho National Academy of Sciences
published a report Science and Judgment in
Risk Assessment. Tho 1994 report was
written by a Committee on Risk Assessment
of Hazardous Air Pollutants formed under
the Academy's Board on Environmental
Studies and Toxicology, Commission on Life
Sciences, National Research Council. The
report was called for under Section
112(o)(l)(A,B) of the Clean Air Act
Amendments of 1990, which provided for the
EPA to arrange for the Academy to review:
  • risk assessment methodology used by the
EPA to determine the carcinogenic risk
associated with exposure to hazardous air
pollutants from source categories and
subcategories subject to the requirements of
this section and
  • improvements in such methodology.
  Under Section 112(o)(2)(A,B), the Academy
was to consider the following in its review:
  • the techniques used for estimating and
describing the carcinogenic potency to
humans of hazardous air pollutants and
  • the techniques used for estimating
exposure to hazardous air pollutants (for
hypothetical and actual maximally exposed
individuals as well as other exposed
individuals).
  To the extent practicable, the Academy
was also to review methods of assessing
adverse human health effects other than
cancer for which safe thresholds of exposure
may not exist [Section 112(o)(3)]. The
Congress further provided that the EPA
Administrator should consider, but need not
adopt, the recommendations in the report
and the views of the EPA Science Advisory
Board with respect to the report. Prior to the
promulgation of any standards under Section
112(f), the Administrator is to publish
revised guidelines for carcinogenic risk
assessment or a detailed explanation of the
reasons that any recommendations contained
in the report will not be implemented
[Section 112(o)(6)].
  The following discussion addresses the
recommendations of the 1994 report that are
pertinent to the EPA cancer risk assessment
guidelines. Guidelines for assessment of
exposure, of mixtures, and of other health
effects are separate EPA publications. Many
of the recommendations were related to
practices specific to the exposure assessment
of hazardous air pollutants, which are not
covered in cancer assessment guidelines.
Recommendations about these other
guidelines or practices are not addressed
here.

Hazard Classification
  The 1994 report contains the following
recommendation about classifying cancer
hazard:
  • The EPA should develop  a two-part
scheme for classifying evidence on
carcinogenicity that would incorporate both
a simple classification and a narrative
evaluation. At a minimum, both parts should
include the strength (quality) of the evidence,
the relevance of the animal model and results
to humans, and the relevance  of the
experimental exposures (route, dose, timing,
and duration) to those likely to be
encountered by humans.
  The report also presented a  possible matrix
of 24 boxes that would array weights of
evidence against low, medium, or high
relevance, resulting in 24 codes for
expressing the weight and relevance.
  These guidelines adopt a set of descriptors
and subdescriptors of weight of evidence in
three categories: "known/likely," "cannot be
determined," and "not likely," and a
narrative for presentation of the weight of
evidence findings. The descriptors are used
within the narrative. There is no matrix of
alphanumerical weight of evidence boxes.
  The issue of an animal model that is not
relevant to humans has been dealt with by
not including an irrelevant response in the
weighing of evidence, rather than by creating
a weight of evidence then appending a
discounting factor as the NRG scheme would
do. The issue is more complex than the NRG
matrix makes apparent. Often the question of
relevance of the animal model applies to a
single tumor response, but one encounters
situations in which there are more tumor
responses in animals than the questioned
one.  Dealing with this complexity is more
straightforward if it is done during the
weighing of evidence rather than after as in
the NRG scheme. Moreover, the same
experimental data are involved in deciding
on the weight of evidence and the relevance
of a response. It would be awkward to go
over the same data twice.
  In  recommending that the relevance of
circumstances of human exposure also be
taken into account, the  NRG appears to
assume that all of the actual conditions of
human exposure will be known when the
classification is done. This is not the case.
More often than not, the hazard assessment
is applied to assessment of risks associated
with exposure to different media or
environments at different times. In some
cases, there is no priority to obtaining
exposure data until the hazard assessment
has been done. The approach of these
guidelines is to characterize hazards as to
whether their expression is intrinsically
limited by route of exposure or by reaching
a particular dose range based strictly on
toxicological and other biological features of
the agent. Both the use of descriptors and the
narrative specifically capture this
information. Other aspects of appropriate
application of the hazard and dose response
assessment to particular human exposure
scenarios are dealt with in the
characterization of the dose response
assessment, e.g., the applicability of the dose
response assessment to scenarios with
differing frequencies and durations.
  The NRG scheme apparently intended that
the evidence would be weighed, then given
a low, medium, or high code for some
combination of relevance of the animal
response, route of exposure, timing, duration,
or frequency. The 24 codes contain none of
this specific information, and in fact, do not
communicate what the  conclusion is about.
To make the codes communicate the ,
information apparently intended would
require some multiple of the 24 in the NRG
scheme. As the number of codes increases,
their utility for communication decreases.
  Another reason for declining to use codes
is that they tend to become outdated as
research reveals new information that was
not contemplated when they were adopted.
This has been the case with the classification
system under the EPA,  1986 guidelines.
  Even though these guidelines do not adopt
a matrix of codes, the method they provide

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 of using descriptors and narratives captures
 the information the NRC recommended as
 the most important, and in the EPA's view,
 in a more transparent manner.

 Dose Response
   • The 1994 report contains the following
 recommendations about dose response
 issues:
   • EPA should continue to explore, and
 when scientifically appropriate, incorporate
 toxicokinetic models of the link between
 exposure and biologically effective dose (i.e.,
 dose reaching the target tissue).
   • Despite the advantages of developing
 consistent risk assessments between agencies
 by using common assumptions (e.g.,
 replacing surface area with body weight to
 the  0.75 power), EPA should indicate other
 methods, if any, that would be more accurate.
   •  EPA should continue to use the
 linearized multistage model as a default
 option but should develop criteria for
 determining when information is sufficient to
 use an alternative extrapolation model.
   •  EPA should continue to use as one of its
 risk characterization metrics upper-bound
 potency estimates of the  probability of
 developing cancer due to lifetime exposure.
 Whenever possible, this metric should be
 supplemented with other descriptions of
 cancer potency that might more adequately
 reflect the uncertainty associated with the
 estimates.
   •  EPA should adopt a  default assumption
 for differences in susceptibility among
 humans in estimating individual risks.
   •  In the analysis  of animal bioassay data
 on the occurrence of multiple tumor types,
 the cancer potencies should be estimated for
 each relevant tumor type that is related to
 exposure and the individual potencies
 should be summed  for those tumors.
   The use of toxicokinetic models is
 encouraged in these guidelines with
 discussion of appropriate considerations for
 their use. When there are questions as to
 whether such a model is more accurate  in a
 particular case than the default method for
 estimating the human equivalent dose, both
 alternatives may be used. It should be noted
 that the default method for inhalation
 exposure is a toxicokinetic model.
   The rationale for adopting the oral scaling
 factor of body weight to the 0.75 power has
 been discussed above in the explanation of
 major defaults. The  empirical basis is further
 explored in U.S. EPA, 1992b. The more
 accurate approach is to use a toxicokinetic
 model when data become available or to
 modify the default when data are available as
 encouraged under these guidelines. As the
 U.S. EPA, 1992b discussion explores in
 depth, data on the differences among animals
 in response to toxic agents are basically
 consistent with using a power of 1.0, 0.75, or
0.66. The Federal agencies chose the power
of 0.75 for the scientific reasons given in the
previous discussion of major defaults; these
were not addressed specifically in the NRC
report. It was also considered appropriate, as
a matter of policy, for the agencies to agree
on one factor. Again, the default for
inhalation exposure is a model that is
constructed to become better as more agent-
specific data become available.
                       The EPA proposes not to use a computer
                     model such as the linearized multistage
                     model as a default for extrapolation below
                     the observed range. The reason is that the
                     basis for default extrapolation is a theoretical
                     projection of the likely shape of the curve
                     considering mode of action. For this purpose,
                     a computer model looks more sophisticated
                     than a straight line extrapolation, but is not.
                     The extrapolation will be by straight line as
                     explained in the explanation of major
                     defaults. This was also recommended by
                     workshop reviewers of a previous draft of
                     these guidelines (U.S. EPA, 1994b). In
                     addition, a margin of exposure analysis is
                     proposed to be used in cases in which the
                     curve is thought to be nonlinear, based on
                     mode of action. In both cases, the observed
                     range of data will be modeled by curve fitting
                     in the absence of supporting data for a
                     biologically based or case-specific model.
                       The result of using straight line
                     extrapolation is thought to be an upper
                     bound on low-dose potency to the human
                     population in most cases, but as discussed in
                     the major defaults section, it may not always
                     be. Exploration and discussion of uncertainty
                     of parameters in curve-fitting a model of the
                     observed data or in using a biologically based
                     or case-specific model is called for in the
                     dose response assessment and
                     characterization sections of these guidelines.
                       The issue of a default assumption for
                     human differences in susceptibility has been
                     addressed under the major defaults
                     discussion in section 1.3 with respect to
                     margin of exposure analysis. The EPA has
                     considered but decided not to adopt a
                     quantitative default factor for human
                     differences in susceptibility when a linear
                     extrapolation is used. In general, the EPA
                     believes that the linear extrapolation is
                     sufficiently conservative to protect public
                     health, Linear approaches (both LMS and
                     straight line extrapolation) from animal data
                     are consistent with linear extrapolation on
                     the same agents from human data (Goodman
                     and Wilson, 1991; Hoel and Portier, 1994). If
                     actual data on human variability in
                     sensitivity are available they will, of course,
                     be used.
                       In analyzing animal bioassay data on the
                     occurrence of multiple tumor types, these
                     guidelines outline a number of biological and
                     other factors to consider. The objective is to
                     use these factors to select response data
                     (including nontumor data as appropriate)
                     that best represent the biology observed. As
                     stated in section 3  of the guidelines,
                     appropriate options include use of a single
                     data set, combining data from different
                     experiments, showing a range of results from
                     more than one data set, showing results from
                     analysis of more than one tumor response
                     based on differing modes of action,
                     representing total response in a single
                     experiment by combining animals with
                     tumors, or a combination of these options.
                     The approach judged to best represent the
                     data is presented with the rationale for the
                     judgment, including the biological and
                     statistical considerations involved. The EPA
                     has considered the approach of summing
                     tumor incidences and decided not to adopt
                     it. While multiple tumors may be
                     independent, in the sense of not arising from
 metastases of a single malignancy, it is not
 clear that they can be assumed to represent
 different effects of the agent on cancer
 processes. In this connection, it is not clear
 that summing incidences provides a better
 representation of the underlying mode(s) of
 action of the agent than combining animals
 with tumors or using another of the several
 options noted above. Summing incidences
 would result in a higher risk estimate, a step
 that appears unnecessary without more
 reason.

 Risk Characterization
   • When EPA reports estimates of risk to
 decisionmakers and the public, it should
 present not only  point estimates of risk, but
 also the sources and magnitudes of
 uncertainty associated with these estimates.
   • Risk managers should be given
 characterizations of risk that  are both
 qualitative and quantitative, i.e., both
 descriptive and mathematical.
   • EPA should consider in its risk
 assessments the limits of scientific
 knowledge, the remaining uncertainties, and
 the desire to identify errors of either
 overestimation or underestimation.
   In part as a response to these
 recommendations, the Administrator of EPA
 issued guidelines for risk characterization
 and required implementation plans from all
 programs in EPA (U.S. EPA, 1995). The
 Administrator's guidance is followed in these
 cancer guidelines. The assessments of
 hazard, dose response, and exposure will all
 have accompanying technical
 characterizations covering issues of strengths
 and limitations of data and current scientific
 understanding, identification of defaults
 utilized in the face of gaps in  the former,
 discussions of controversial issues, and
 discussions of uncertainties in both their
 qualitative, and as practicable, their
 quantitative aspects.

 Appendix C

 Overview of Cancer Processes
  The following picture is changing as
 research reveals more about carcinogenic
 processes. Nevertheless, it is apparent that
 several general modes of action are being
 elucidated from direct reaction with DNA to
 hormonal or other growth-signaling
 processes. While the exact mechanism of
 action of an agent at the molecular level may
 not be clear from existing data, the available
 data will often provide support for deducing
 the general mode of action. Under these
 guidelines, using all of the available data to
 arrive at a view of the mode of action
 supports both characterization of human
 hazard potential and assessment of dose
 response relationships.
  Cancers are diseases of somatic mutation
 affecting cell growth and differentiation. The
genes that control cell growth, programmed
cell death, and cell differentiation are critical
to normal development of tissues from
embryo to adult metazoan organisms. These
genes continue to  be critical to maintenance
of form and function of tissues in the adult
(e.g., Meyn, 1993) and changes in them are
essential elements of carcinogenesis (Hsu et
al., 1991; Kakizuka et al., 1991; Bottaro et al.,
1991; Sidransky et al., 1991; Salomon et al.,

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                                                                            18005
iaaO; Srivastava ot al., 1990). The genes
Involved arc among tho most highly
conserved in evolution as evidenced by the
groat homology of many of them in DNA
sequence and function in organisms as
phylogonetically distant as worms, insects,
and mammals (Auger et al., 1989a, b;
Hollstein ot al., 1991; Horschman, 1991;
Strausfcld ot al., 1991; Forsburg and Nurse,
1991).
  Mutations affecting three general categories
of genes have been implicated in
carcinogcncsis. Over 100 oncogenes have
boon found in human and animal tumors that
act as dominant allelos, whereas there are
about 10 known tumor suppressor genes that
ore recessive in action. The normal allelos  of
these genes are involved with control of cell
division and differentiation; mutated alleles
lead to a disruption in these functions. The
third class are mutator genes that predispose
the gonomo  to enhanced mutagenic events
that contribute further to the carcinogenic
process.
  Adult tissues, oven those that are
composed of rapidly replicating cells,
maintain a constant sizo and cell number
(Nunez et al., 1991) by balancing three cell
fates: (1) continued replication, (2)
differentiation to take on specialized
functions, or (3) programmed cell death
(npoptosis) (Raff, 1992; Mailer, 1991; Naeve
ot al., 1991;  Schneider et al., 1991; Harris,
1990). Ncoplastlc growth through clonal
expansion can result from somatic mutations
that inactivate control over cell fate
(Kaklzuka et al., 1991; deThe et al., 1991;
Sidransky ot al., 1992; Nowell, 1976).
  Cancers may also bo thought of as diseases
of the coll cycle. For example, genetic
diseases that cause failure of cells to repair
DNA damage prior to cell replication
predispose people to cancer. These changes
are also frequently found in tumor cells in
sporadic cancers.  These changes appear to be
particularly involved at points in cell
replication called "checkpoints" where DNA
synthesis or mitosis is normally stopped
until DNA damage is repaired or cell death
induced CToboy, 1975). A cell that bypasses
a checkpoint may acquire a heritable growth
advantage. Similar effects on the cell cycle
occur when mitogons such as hormones or
growth factors stimulate cell growth. Rapid
replication in response to tissue injury may
also lead to unrepaired DNA damage that is
a risk factor forcarcinogenosis.
  Normally a cell's fato is determined by a
•limed sequence of biochemical signals.
Signal transduction in tho coll involves
chemical signals that bind to receptors,
generating further signals in a pathway
whose target in many cases is control of
transcription of a  specific set of genes
(Hunter, 1991; Cantley et al., 1991; Collum
and Alt, 1990). Colls are subject to growth
signals from the same and distant tissues,
e.g., endocrine tissues (Schuller, 1991). In
addition to hormones produced by endocrine
tissues, numerous soluble polypsptide
growth factors have been identified that
control normal growth and differentiation
(Cross and Dexter, 1991; Wellstein et al.,
1990). Tho colls responsive to a particular
growth factor are those that express
transmombrano receptors that specifically
bind tho growth factor.
  Solid tumors develop in stages
operationally defined as initiation,
promotion, and progression (see, for
example, Pitot and Dragan, 1991). These
terms, which were coined in the context of
specific experimental designs, are used for
convenience in discussing concepts, but they
refer to complex events that are not
completely understood. During initiation, the
cell acquires a genetic change that confers a
potential growth advantage. During
promotion, clonal expansion of this altered
cell occurs. Later, during progression, a series
of genetic and other biological events both
enhance the growth advantage of the cells
and enlist normal host processes to support
tumor development and cells develop the
ability to invade locally and metastasize
distally, taking on the characteristics of
malignancy. Many endogenous and
exogenous factors are known to participate in
the process as a whole. These include
specific genetic predispositions or variations
in ability to detoxify agents, medical history
(Harris, 1989; Nehreda et al., 1991),
infections, exposure to chemicals  or ionizing
radiation, hormones and growth factors, and
immune suppression. Several such risk
factors likely work together to cause
individual human cancers.
  A cell that has been transformed, acquiring
the potential to establish a line of cells that
grow to a tumor, will probably realize that
potential only rarely. The process of
tumorigenesis in animals and humans is a
multistep one (Bouk, 1990; Fearon and
Vogelstein, 1990; Hunter, 1991; Kumar et al.,
1990; Sukumar, 1989; Sukumar, 1990) and
normal physiological processes appear to be
arrayed against uncontrolled growth of a
transformed cell (Weinberg, 1989). Powerful
inhibition by signals from contact with
neighboring normal cells is one known
barrier (Zhang et al., 1992). Another is the
immune system (at least for viral infection).
How a cell with tumorigenic potential   •
acquires additional properties that are
necessary to enable it to overcome these and
other inhibitory processes is a subject of
ongoing research. For known human
carcinogens studied thus far, there is an often
decades-long latency between exposure to
carcinogenic agents and development of
tumors (Fidler and Radinsky, 1990; Tanaka et
al., 1991; Thompson et al., 1989). This
latency is also typical of tumor development
in individuals with genetic diseases that
make them prone to cancer (Meyn, 1993;
Srivastava et al., 1990).
  The importance of genetic mutation in the
carcinogenic process calls for special
attention to assessing agents that cause such
mutations. Heritable genetic defects that
predispose humans to cancer are well known
and the number of identified defects is
growing. Examples include xeroderma
pigmentosum (DNA repair defect) and Li
Fraumeni and retinoblastoma (both are tumor
suppressor gene mutations). Much of the
screening and testing of agents for
carcinogenic potential has been driven by the
idea of identifying this mode of action.
Cognizance of and emphasis on other modes
of action such as ones that act at the level of
growth signalling within or between cells,
through cell receptors, or that indirectly
cause genetic change, comes from more
recent research. There are" not yet
standardized tests for many modes of action,
but pertinent information may be available in
individual cases.
  Agents of differing characteristics
influence cancer development: inorganic and
organic, naturally occurring and synthetic, of
inanimate or animate origin, endogenous or
exogenous, dietary and nondietary. The
means by which these agents act to influence
carcinogenesis are variable, and reasoned
hazard assessment requires consideration of
the multiple ways that chemicals influence
cells in experimental systems and in humans.
Agents exert mutagenic effects either by
interacting directly with DNA or by indirect
means through intermediary substances (e.g.,
reactive oxygen species) or processes. Most
DNA-reactive chemicals are electrophilic or
can become electrophilic when metabolically
activated. Electrophilic molecules may bind
covalently to DNA to form adducts, and this
may lead to depurination, depyrimidation, or
produce DNA strand breaks; such lesions can
be converted to mutations with a round of
DNA synthesis and cell division. Other DNA-
interactive chemicals may cause the same
result by intercalation into the DNA helix.
Still other chemicals may methylate DNA,
changing gene expression. Non-DNA-reactive
chemicals produce genotoxic effects by many
different processes. They may affect spindle
formation or chromosome proteins, interfere
with normal growth  control mechanisms, or
affect enzymes involved with ensuring the
fidelity of DNA synthesis (e.g.,
topoisomerase), recombination, or repair.
  The "classical" chemical carcinogens in
laboratory rodent studies are agents that
consistently produce gene mutations and
structural chromosome aberrations in short-
term tests. A large database reveals that these
mutagenic substances commonly produce
tumors at multiple sites and in multiple
species (Ashby and Tennant,  1991). Most of
the carcinogens identified in human studies,
aside from hormones, are also gene or
structural chromosome mutagens (Tennant
and Ashby, 1991). Most of these compounds
or their metabolites contain electrophilic
moieties that react with DNA.
  Numerical chromosome aberrations, gene
amplification, and the loss of gene
heterozygosity are also found in animal and
human tumor cells and may arise from
initiating events or during progression. There
is reason to believe that accumulation of
additional genetic changes is favored by
selection in the evolution of tumor cells
because they confer additional growth
advantages  (Hartwell and Kastan, 1994).
Exogenous agents may function at any stage
of carcinogenesis (Barrett, 1993). Some
aberrations may arise as a consequence of
genomic instability arising from tumor
suppressor gene mutation, e.g., p53 (Harris
and Hollstein, 1993). The frequent
observation in tumor cells that both of a pair
of homologous chromosomes have identical
mutation spectra in tumor suppressor genes
suggests an ongoing, endogenous process of
gene conversion. Currently, there is a paucity
of routine test methods to screen for events
such as gene conversion or gene
amplification and knowledge regarding the

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 ability of particular agents of environmental
 interest to induce them is, for the most part,
 wanting. Work is under way to characterize,
 measure, and evaluate their significance
 (Travis et al., 1991).
   Several kinds of mechanistic studies aid in
 risk assessment. Comparison of DNA lesions
 in tumor cells taken from humans with the
 lesions that a tumorigenic agent causes in
 experimental systems can permit inferences
 about the association of exposure to the agent
 and an observed human effect (Vahakangas et
 al., 1992; Hollstein et al., 1991; Hayward et
 al., 1991). An agent that is observed to cause
 mutations experimentally may be inferred to
 have potential for carcinogenic activity (U.S.
 EPA, 1991a). If such an agent is shown to be
 carcinogenic in animals, the inference that its
 mode of action is through mutagenicity is
 strong. A carcinogenic agent that is not
 mutagenic in experimental systems but is
 mitogenic or affects hormonal levels or
 causes toxic injury followed by
 compensatory growth may be inferred to
 have effects on growth signal transduction or
 to have secondary carcinogenic effects. The
 strength of these inferences depends in each
 case on the nature and extent of all the
 available data.  ,
   Differing modes of action at the molecular
 level have different dose response
 implications for the activity of agents. The
 carcinogenic activity of a direct-acting
 mutageh should be a function of the
 probability of its reaching and reacting with
 DNA. The carcinogenic activity of an agent
 that interferes at the level of signal pathways
 with many potential receptor targets should
 be a function of multiple reactions. The
 carcinogenic activity of an agent that acts by
 causing cell toxicity followed by
 compensatory growth should be a function of
 the toxicity.

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