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fagges
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faiged
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faiges
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felched
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felchered
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felchingly
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fellateing
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fellatioing
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feltched
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feltches
feltching
feltchly
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feomed
feomer
feomes
feoming
feomly
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fisteder
fistedes
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fisting
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fistyer
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fistying
fistyly
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floozyed
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floozyes
floozying
floozyly
floozys
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foaded
foader
foades
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foadly
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fondleer
fondlees
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foobarly
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freexed
freexer
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freexly
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frigga
friggaed
friggaer
friggaes
friggaing
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frigger
frigges
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friggly
friggs
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fubared
fubarer
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fubarly
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fuckedly
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fuckered
fuckerer
fuckeres
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Pleural effusion from a candy wrapper

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Pleural effusion from a candy wrapper

Figure 1. Plain radiography shows left pleural effusion.
A 60-year-old man with mild mental retardation, hypertension, chronic obstructive pulmonary disease, and recurrent left-sided pneumonia presents with worsening shortness of breath and productive cough. No fever, chills, or weight loss are noted. The physical examination reveals decreased air entry on the left side. His white blood cell count is 13.0 × 109/L (normal range 4.5–11.0), with 90% neutrophils. Chest radiography (Figure 1) shows moderate left pleural effusion and left basilar infiltrate.

The patient is started on ceftriaxone (Rocephin) and levofloxacin (Levaquin). Left thoracentesis reveals blood-tinged exudative pleural fluid with 1.01 × 109/L nucleated cells, 43% neutrophils, 35% macrophages, and 15% lymphocytes; glucose and pH are normal. Pleural fluid culture is negative, and cytologic study does not reveal malignant cells. Computed tomography of the chest reveals consolidated pneumonia in the left upper lobe, with atelectasis of the left lower lobe and left pleural effusion. The combination of exudative pleural fluid with pH of 7.35, a glucose level of 87 mg/dL, a lactate dehydrogenase level of 406 U/L (normal range 100–200), negative microbiologic test results, and pneumonia supports the diagnosis of uncomplicated parapneumonic pleural effusion, which occurs in 40% of cases of bacterial pneumonia.

Figure 2. A candy wrapper was found and removed via flexible bronchoscopy.
Flexible bronchoscopy revealed an occlusive foreign body—a candy wrapper (Figure 2)—in the distal left mainstem bronchus, and this was successfully removed.1

The patient could have been treated only for complicated left pneumonia with parapneumonic pleural effusion. But the high suspicion of foreign-body aspiration, with the history of mild mental retardation and previous recurrent right pneumonia, led to the further workup and appropriate treatment.

Risk factors for tracheobronchial foreign-body aspiration in adults are a depressed mental status or an impairment in the swallowing reflex.2

Aspiration commonly occurs into the right lung because of the almost straight axis between the trachea and the right mainstem bronchus.3 However, aspiration can occur into any part of the lung depending on the position of the patient. Common foreign bodies described in adults are teeth or dental appliances, pins, and semisolid food, especially in elderly people.4 The clinical presentation varies from dyspnea and wheezing to asphyxia and cardiac arrest. Unilateral wheezing—particularly in young children with asthma, cough, or cold symptoms—should raise suspicion of foreign body aspiration.

Delayed complications of bronchial obstruction manifest usually as pneumonia. Subsequently, pleural effusion may develop because of an increased capillary permeability secondary to endothelial injury,5 and may progress to empyema.

Fiberoptic bronchoscopy has become the cornerstone of the diagnostic evaluation in adults with suspected foreign-body aspiration. Treatment options include extraction of the foreign body via flexible bronchoscopy or rigid bronchoscopy. Rigid bronchoscopy has higher success rates but requires general anesthesia.6

A history of choking is not always obtained. Imaging studies do not localize the foreign body in all cases. Many other medical conditions mimic breathing abnormalities similar to those associated with tracheobronchial foreign body in adults. Only a high index of suspicion can ensure proper diagnosis and treatment.

References
  1. Light RW, Girard WM, Jenkinson SG, George RB. Parapneumonic effusions. Am J Med 1980; 69:507512.
  2. Boyd M, Chatterjee A, Chiles C, Chin R. Tracheobronchial foreign body aspiration in adults. South Med J 2009; 102:171174.
  3. Debeljak A, Sorli J, Music E, Kecelj P. Bronchoscopic removal of foreign bodies in adults: experience with 62 patients from 1974–1998. Eur Respir J 1999; 14:792795.
  4. Paintal HS, Kuschner WG. Aspiration syndromes: 10 clinical pearls every physician should know. Int J Clin Pract 2007; 61:846852.
  5. Sahn SA. Diagnosis and management of parapneumonic effusions and empyema. Clin Infect Dis 2007; 45:14801486.
  6. Swanson KL, Edell ES. Tracheobronchial foreign bodies. Chest Surg Clin North Am 2001; 11:861872.
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Smyrna Abou Antoun, MD
Department of Medicine, The University of Kansas School of Medicine–Wichita

Edgard Wehbe, MD
Department of Medicine, The University of Kansas School of Medicine–Wichita

Address: Edgard Wehbe, MD, Department of Medicine, KU School of Medicine-Wichita, 1010 North Kansas, Wichita, KS 67214; e-mail[email protected]

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Department of Medicine, The University of Kansas School of Medicine–Wichita

Edgard Wehbe, MD
Department of Medicine, The University of Kansas School of Medicine–Wichita

Address: Edgard Wehbe, MD, Department of Medicine, KU School of Medicine-Wichita, 1010 North Kansas, Wichita, KS 67214; e-mail[email protected]

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Department of Medicine, The University of Kansas School of Medicine–Wichita

Edgard Wehbe, MD
Department of Medicine, The University of Kansas School of Medicine–Wichita

Address: Edgard Wehbe, MD, Department of Medicine, KU School of Medicine-Wichita, 1010 North Kansas, Wichita, KS 67214; e-mail[email protected]

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Figure 1. Plain radiography shows left pleural effusion.
A 60-year-old man with mild mental retardation, hypertension, chronic obstructive pulmonary disease, and recurrent left-sided pneumonia presents with worsening shortness of breath and productive cough. No fever, chills, or weight loss are noted. The physical examination reveals decreased air entry on the left side. His white blood cell count is 13.0 × 109/L (normal range 4.5–11.0), with 90% neutrophils. Chest radiography (Figure 1) shows moderate left pleural effusion and left basilar infiltrate.

The patient is started on ceftriaxone (Rocephin) and levofloxacin (Levaquin). Left thoracentesis reveals blood-tinged exudative pleural fluid with 1.01 × 109/L nucleated cells, 43% neutrophils, 35% macrophages, and 15% lymphocytes; glucose and pH are normal. Pleural fluid culture is negative, and cytologic study does not reveal malignant cells. Computed tomography of the chest reveals consolidated pneumonia in the left upper lobe, with atelectasis of the left lower lobe and left pleural effusion. The combination of exudative pleural fluid with pH of 7.35, a glucose level of 87 mg/dL, a lactate dehydrogenase level of 406 U/L (normal range 100–200), negative microbiologic test results, and pneumonia supports the diagnosis of uncomplicated parapneumonic pleural effusion, which occurs in 40% of cases of bacterial pneumonia.

Figure 2. A candy wrapper was found and removed via flexible bronchoscopy.
Flexible bronchoscopy revealed an occlusive foreign body—a candy wrapper (Figure 2)—in the distal left mainstem bronchus, and this was successfully removed.1

The patient could have been treated only for complicated left pneumonia with parapneumonic pleural effusion. But the high suspicion of foreign-body aspiration, with the history of mild mental retardation and previous recurrent right pneumonia, led to the further workup and appropriate treatment.

Risk factors for tracheobronchial foreign-body aspiration in adults are a depressed mental status or an impairment in the swallowing reflex.2

Aspiration commonly occurs into the right lung because of the almost straight axis between the trachea and the right mainstem bronchus.3 However, aspiration can occur into any part of the lung depending on the position of the patient. Common foreign bodies described in adults are teeth or dental appliances, pins, and semisolid food, especially in elderly people.4 The clinical presentation varies from dyspnea and wheezing to asphyxia and cardiac arrest. Unilateral wheezing—particularly in young children with asthma, cough, or cold symptoms—should raise suspicion of foreign body aspiration.

Delayed complications of bronchial obstruction manifest usually as pneumonia. Subsequently, pleural effusion may develop because of an increased capillary permeability secondary to endothelial injury,5 and may progress to empyema.

Fiberoptic bronchoscopy has become the cornerstone of the diagnostic evaluation in adults with suspected foreign-body aspiration. Treatment options include extraction of the foreign body via flexible bronchoscopy or rigid bronchoscopy. Rigid bronchoscopy has higher success rates but requires general anesthesia.6

A history of choking is not always obtained. Imaging studies do not localize the foreign body in all cases. Many other medical conditions mimic breathing abnormalities similar to those associated with tracheobronchial foreign body in adults. Only a high index of suspicion can ensure proper diagnosis and treatment.

Figure 1. Plain radiography shows left pleural effusion.
A 60-year-old man with mild mental retardation, hypertension, chronic obstructive pulmonary disease, and recurrent left-sided pneumonia presents with worsening shortness of breath and productive cough. No fever, chills, or weight loss are noted. The physical examination reveals decreased air entry on the left side. His white blood cell count is 13.0 × 109/L (normal range 4.5–11.0), with 90% neutrophils. Chest radiography (Figure 1) shows moderate left pleural effusion and left basilar infiltrate.

The patient is started on ceftriaxone (Rocephin) and levofloxacin (Levaquin). Left thoracentesis reveals blood-tinged exudative pleural fluid with 1.01 × 109/L nucleated cells, 43% neutrophils, 35% macrophages, and 15% lymphocytes; glucose and pH are normal. Pleural fluid culture is negative, and cytologic study does not reveal malignant cells. Computed tomography of the chest reveals consolidated pneumonia in the left upper lobe, with atelectasis of the left lower lobe and left pleural effusion. The combination of exudative pleural fluid with pH of 7.35, a glucose level of 87 mg/dL, a lactate dehydrogenase level of 406 U/L (normal range 100–200), negative microbiologic test results, and pneumonia supports the diagnosis of uncomplicated parapneumonic pleural effusion, which occurs in 40% of cases of bacterial pneumonia.

Figure 2. A candy wrapper was found and removed via flexible bronchoscopy.
Flexible bronchoscopy revealed an occlusive foreign body—a candy wrapper (Figure 2)—in the distal left mainstem bronchus, and this was successfully removed.1

The patient could have been treated only for complicated left pneumonia with parapneumonic pleural effusion. But the high suspicion of foreign-body aspiration, with the history of mild mental retardation and previous recurrent right pneumonia, led to the further workup and appropriate treatment.

Risk factors for tracheobronchial foreign-body aspiration in adults are a depressed mental status or an impairment in the swallowing reflex.2

Aspiration commonly occurs into the right lung because of the almost straight axis between the trachea and the right mainstem bronchus.3 However, aspiration can occur into any part of the lung depending on the position of the patient. Common foreign bodies described in adults are teeth or dental appliances, pins, and semisolid food, especially in elderly people.4 The clinical presentation varies from dyspnea and wheezing to asphyxia and cardiac arrest. Unilateral wheezing—particularly in young children with asthma, cough, or cold symptoms—should raise suspicion of foreign body aspiration.

Delayed complications of bronchial obstruction manifest usually as pneumonia. Subsequently, pleural effusion may develop because of an increased capillary permeability secondary to endothelial injury,5 and may progress to empyema.

Fiberoptic bronchoscopy has become the cornerstone of the diagnostic evaluation in adults with suspected foreign-body aspiration. Treatment options include extraction of the foreign body via flexible bronchoscopy or rigid bronchoscopy. Rigid bronchoscopy has higher success rates but requires general anesthesia.6

A history of choking is not always obtained. Imaging studies do not localize the foreign body in all cases. Many other medical conditions mimic breathing abnormalities similar to those associated with tracheobronchial foreign body in adults. Only a high index of suspicion can ensure proper diagnosis and treatment.

References
  1. Light RW, Girard WM, Jenkinson SG, George RB. Parapneumonic effusions. Am J Med 1980; 69:507512.
  2. Boyd M, Chatterjee A, Chiles C, Chin R. Tracheobronchial foreign body aspiration in adults. South Med J 2009; 102:171174.
  3. Debeljak A, Sorli J, Music E, Kecelj P. Bronchoscopic removal of foreign bodies in adults: experience with 62 patients from 1974–1998. Eur Respir J 1999; 14:792795.
  4. Paintal HS, Kuschner WG. Aspiration syndromes: 10 clinical pearls every physician should know. Int J Clin Pract 2007; 61:846852.
  5. Sahn SA. Diagnosis and management of parapneumonic effusions and empyema. Clin Infect Dis 2007; 45:14801486.
  6. Swanson KL, Edell ES. Tracheobronchial foreign bodies. Chest Surg Clin North Am 2001; 11:861872.
References
  1. Light RW, Girard WM, Jenkinson SG, George RB. Parapneumonic effusions. Am J Med 1980; 69:507512.
  2. Boyd M, Chatterjee A, Chiles C, Chin R. Tracheobronchial foreign body aspiration in adults. South Med J 2009; 102:171174.
  3. Debeljak A, Sorli J, Music E, Kecelj P. Bronchoscopic removal of foreign bodies in adults: experience with 62 patients from 1974–1998. Eur Respir J 1999; 14:792795.
  4. Paintal HS, Kuschner WG. Aspiration syndromes: 10 clinical pearls every physician should know. Int J Clin Pract 2007; 61:846852.
  5. Sahn SA. Diagnosis and management of parapneumonic effusions and empyema. Clin Infect Dis 2007; 45:14801486.
  6. Swanson KL, Edell ES. Tracheobronchial foreign bodies. Chest Surg Clin North Am 2001; 11:861872.
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A 19-year-old man with progressive lung infiltrates

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A 19-year-old man with progressive lung infiltrates

A 19-year-old man received induction chemotherapy with idarubicin and cytarabine for secondary acute myeloid leukemia. Subsequently, he developed fever, progressive lung infiltrates, and severe neutropenia. His white blood cell count was 1.1 × 109/L (reference range 4.0–11.0) with 100% lymphocytes; his blood glucose level remained normal.

Figure 1. Sequential axial computed tomographic images of the chest in the course of 1.5 months. Note the progression of lung infiltrates in the right and left upper lobes, as well as the “halo sign” (arrows in image A). The patient had associated pleural effusion and progression of the infiltrate in the right side to the lower lobe, as seen in images C and D. He had a second bronchoscopy and began appropriate therapy after image C.
The patient was admitted to the hospital. Bronchoscopy showed the airways to be normal, but the bronchoalveolar lavage (BAL) fluid contained an elevated number of white blood cells, predominantly monocytes. A galactomannan antigen test (a test for Aspergillus) of the BAL fluid gave a result of 0.7 (a positive result is ≥ 0.5). Cultures of the BAL fluid and of transbronchial biopsy specimens were negative for bacteria and fungi. A galactomannan test of the blood was negative at 0.24.

The patient was treated with voriconazole (Vfend) and broad-spectrum antibiotics.

Figure 2. Left: bronchoscopic image at the level of the division of the right upper lobe and bronchus intermedius. A grey-white endobronchial lesion is seen in the right upper lobe. Right: Close-up of the fungating endobronchial lesion in the right upper lobe.
In the next month and a half, serial computed tomographic scans of the chest were performed (Figure 1). The patient underwent bronchoscopy again (between images C and D in Figure 1), which revealed an endobronchial lesion in the right upper lobe that had not been seen before (Figure 2). A bronchial biopsy specimen was examined microscopically with Gomori methenamine silver staining (Figure 3). A galactomannan test of the second BAL specimen was negative.

Figure 3. Histopathologic examination of the endobronchial tissue using Gomori methenamine silver stain. Note the irregularly shaped, broad, and nonseptate hyphae with predominantly right-angle branching.
After the second bronchoscopy, appropriate therapy was started, but the patient died after 2 months in the hospital as a result of massive hemoptysis.

Q: Which is the most likely cause?

  • A bacterium
  • A virus
  • Cryptococcus
  • Aspergillus
  • Zygomycetes

A: The correct answer is Zygomycetes, the second most common cause of fungal respiratory disease in patients with hematologic malignancies.

UNCOMMON BUT OFTEN FATAL

Zygomycetes is a class of fungi that contains two orders, Mucorales and Entomophthorales. Human disease, which is uncommon but frequently fatal, is predominantly associated with Mucorales and is commonly called mucormycosis.1,2

The major mode of transmission is through inhalation of spores from diverse decaying environmental sources. As Zygomycetes are aerogenous pathogens, they predominantly affect the paranasal sinuses and the lungs. The main risk factors for Zygomycetes infection include diabetes mellitus, hematologic malignancies (predominantly acute leukemias treated with aggressive chemotherapeutic regimens), pharmacologic immunosuppression, solid organ or bone marrow transplantation, and therapy with deferoxamine (Desferal), an iron-chelating agent.1,3

Overall, rhinocerebral disease is the most common manifestation, especially in the setting of diabetic ketoacidosis.1 In hematologic malignancies, the most common presentation is pulmonary zygomycosis with associated profound neutropenia, as neutrophils are the central defense against filamentous fungal hyphae.1,4

The incidence of zygomycosis is increasing, likely owing to the greater number of patients receiving stem cell or solid organ transplants, the use of more aggressive immunosuppressive regimens, prolonged survival, and the frequent prophylactic use of antifungal agents without activity against Zygomycetes.2,5

INFECTION PROGRESSES RAPIDLY

Most patients present with fever, cough, thoracic pain, and dyspnea in association with hypoxemia and pulmonary infiltrates refractory to broad-spectrum antibiotics. Zygomycosis can also present radiographically as pulmonary nodules or consolidations with or without the halo sign or cavitations.6,7

The disease usually progresses rapidly, invading vessels and causing infarction, bleeding, and dissemination to extrapulmonary sites.1,5

In reported cases in patients with acute leukemia who received aggressive chemotherapy, the fungal infection occurred several days after profound neutropenia developed.3,4

SPUTUM, LAVAGE, BIOPSY

The diagnosis is based on directly identifying the fungus morphologically and on culturing it. However, cultures of sputum, BAL fluid, and blood are usually negative.

Morphologically, the fungus is broad with irregular walls; it is also nearly aseptate and frequently has right-angle branching. In contrast, Aspergillus is narrow with parallel walls, distinctive septae, and acute branching.2

Of note: physicians need to alert the microbiology laboratory about their clinical suspicion of Zygomycetes infection, because the recovery rate of Zygomycetes in culture is increased by slicing the biopsy specimen in small pieces but not dicing it (to avoid breaking the septae).1

The diagnostic tests include microscopic examination and culture of sputum, BAL fluid, and transbronchial biopsy specimens. If the initial tests are negative but the suspicion of zygomycosis is strong on clinical grounds, then fine-needle aspiration or open lung biopsy should be considered.1

Useful predictors that favor the diagnosis of pulmonary zygomycosis instead of the main alternative, invasive pulmonary aspergillosis, include concomitant sinusitis, voriconazole prophylaxis (due to antifungal pressure), a negative galactomannan test in serum, multiple pulmonary nodules, and pleural effusion.2,8

 

 

TREATMENT WITH AMPHOTERICIN

The treatment includes giving effective antifungal agents promptly, correcting hyperglycemia and metabolic acidosis, reversing immunosuppression (if possible), and considering surgical debridement.1,2

Antifungal therapy is with conventional amphotericin B (Amphocin) or its lipid formulation (Abelcet). The lipid formulation is at least as effective as conventional amphotericin B and less nephrotoxic, thus allowing higher doses.1,9 The optimal duration of therapy has not been evaluated, but experts in general treat until the pulmonary and sinus lesions have resolved.2

Posaconazole (Noxafil), a broad-spectrum oral azole, has activity in vitro and is a valuable alternative for patients who have refractory zygomycosis or who cannot tolerate amphotericin B.5,10

The role of echinocandins is unclear, as they do not have in vitro activity against Zygomycetes. However, tests in animals have shown a synergistic effect between the echinocandin caspofungin (Cancidas) and amphotericin B lipid complex.11 Other antifungal agents such as azoles lack activity against Zygomycetes.5

The return of neutrophils plays a substantial role in resolving the infection in neutropenic patients, a proposition supported by reports of the failure of antifungal therapy in patients with persistent neutropenia.1 The addition of granulocyte colony-stimulating factor may accelerate neutrophil recovery and enhance neutrophil activity against opportunistic fungal pathogens.12

Even though progress has been made in the treatment of this disease, the prognosis continues to be poor in patients with hematologic malignancies and pulmonary or disseminated zygomycosis.9

ENDOBRONCHIAL ZYGOMYCOSIS

Aspergillosis is the most common endobronchial fungal disease. Zygomycosis is the third most common, after coccidioidomycosis. In zygomycosis, endobronchial lesions can be found in a third of patients who have pulmonary involvement.6,13,14

The most common predisposing conditions for the development of endobronchial zygomycosis are diabetes and hematologic malignancies associated with neutropenia.14

Endobronchial zygomycosis is characterized by a locally invasive gray-white mucoid lesion that blocks a major airway.13 The involved airway is usually edematous and necrotic. The diagnosis can be made by visualizing the organism in bronchial washings, brushings, or endobronchial biopsies.14

If the disease is not promptly diagnosed, the risk of death is very high. The management includes high-dose conventional or lipid amphotericin B and surgical or endobronchial resection.13,15

OUR CASE CONTINUED

After Zygomycetes was seen in the tissue from his bronchial biopsy, our patient received amphotericin B lipid complex at 5 mg/kg/day (started between images C and D in Figure 1). He had a good initial clinical response, but the infection progressed (image D in Figure 1).

The patient died as a result of massive hemoptysis attributable to the angioinvasive nature of the fungus, which most likely caused an erosion of a major pulmonary vessel.

TAKE-HOME POINTS

  • Pulmonary disease is the most common manifestation of zygomycosis in patients with underlying hematologic malignancy. In this setting, zygomycosis has a high rate of morbidity and death.
  • Endobronchial lesions can be seen in up to a third of patients with pulmonary zygomycosis.
  • Prompt and effective therapy is essential for treatment to be successful.
References
  1. Gonzalez CE, Rinaldi MG, Sugar AM. Zygomycosis. Infect Dis Clin North Am 2002; 16:895914.
  2. Pyrgos V, Shoham S, Walsh TJ. Pulmonary zygomycosis. Semin Respir Crit Care Med 2008; 29:111120.
  3. Kara IO, Tasova Y, Uguz A, Sahin B. Mucormycosis-associated fungal infections in patients with haematologic malignancies. Int J Clin Pract 2007; 63:134139.
  4. Pagano L, Offidani M, Fianchi L, et al. Mucormycosis in hematologic patients. Haematologica 2004; 8:207214.
  5. van Burik JA, Hare RS, Solomon HF, Corrado ML, Kontoyiannis DP. Posaconazole is effective as salvage therapy in zygomycosis: a retrospective summary of 91 cases. Clin Infect Dis 2006; 42:e61e65.
  6. Jamadar DA, Kazerooni EA, Daly BD, White CS, Gross BH. Pulmonary zygomycosis: CT appearance. J Comput Assist Tomogr 1995; 19:733738.
  7. Lee YR, Choi YW, Lee KJ, Jeon SC, Park CK, Heo JN. CT halo sign: the spectrum of pulmonary diseases. Br J Radiol 2005; 78:862865.
  8. Chamilos G, Marom EM, Lewis RE, Lionakis MS, Kontoyiannis DP. Predictors of pulmonary zygomycosis versus invasive pulmonary aspergillosis in patients with cancer. Clin Infect Dis 2005; 41:6066.
  9. Gleissner B, Schilling A, Anagnostopolous I, Siehl I, Thiel E. Improved outcome of zygomycosis in patients with hematological diseases? Leuk Lymphoma 2004; 45:13511360.
  10. Greenberg RN, Mullane K, van Burik JA, et al. Posaconazole as salvage therapy for zygomycosis. Antimicrob Agents Chemother 2006; 50:126133.
  11. Spellberg B, Fu Y, Edwards JE, Ibrahim AS. Combination therapy with amphotericin B lipid complex and caspofungin acetate of disseminated zygomycosis in diabetic ketoacidotic mice. Antimicrob Agents Chemother 2005; 49:830832.
  12. Liles WC, Huang JE, van Burik JA, Bowden RA, Dale DC. Granulocyte colony-stimulating factor administered in vivo augments neutrophilmediated activity against opportunistic fungal pathogens. J Infect Dis 1997; 175:10121015.
  13. Husari AW, Jensen WA, Kirsch CM, et al. Pulmonary mucormycosis presenting as an endobronchial lesion. Chest 1994; 106:18891891.
  14. Karnak D, Avery RK, Gildea TR, Sahoo D, Mehta AC. Endobronchial fungal disease: an under-recognized entity. Respiration 2007; 74:88104.
  15. al-Majed S, al-Kassimi F, Ashour M, Mekki MO, Sadiq S. Removal of endobronchial mucormycosis lesion through a rigid bronchoscope. Thorax 1992; 47:203204.
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Eric L. Olson, MD
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Address: Adriano R. Tonelli, MD, Health Science Center, 1600 SW Archer Road, Room M452, PO Box 100225, Gainesville, FL 32610-0225; e-mail[email protected]

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Address: Adriano R. Tonelli, MD, Health Science Center, 1600 SW Archer Road, Room M452, PO Box 100225, Gainesville, FL 32610-0225; e-mail[email protected]

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Assistant Professor, Division of Pulmonary, Critical Care and Sleep Medicine, University of Florida, Gainesville

Address: Adriano R. Tonelli, MD, Health Science Center, 1600 SW Archer Road, Room M452, PO Box 100225, Gainesville, FL 32610-0225; e-mail[email protected]

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A 19-year-old man received induction chemotherapy with idarubicin and cytarabine for secondary acute myeloid leukemia. Subsequently, he developed fever, progressive lung infiltrates, and severe neutropenia. His white blood cell count was 1.1 × 109/L (reference range 4.0–11.0) with 100% lymphocytes; his blood glucose level remained normal.

Figure 1. Sequential axial computed tomographic images of the chest in the course of 1.5 months. Note the progression of lung infiltrates in the right and left upper lobes, as well as the “halo sign” (arrows in image A). The patient had associated pleural effusion and progression of the infiltrate in the right side to the lower lobe, as seen in images C and D. He had a second bronchoscopy and began appropriate therapy after image C.
The patient was admitted to the hospital. Bronchoscopy showed the airways to be normal, but the bronchoalveolar lavage (BAL) fluid contained an elevated number of white blood cells, predominantly monocytes. A galactomannan antigen test (a test for Aspergillus) of the BAL fluid gave a result of 0.7 (a positive result is ≥ 0.5). Cultures of the BAL fluid and of transbronchial biopsy specimens were negative for bacteria and fungi. A galactomannan test of the blood was negative at 0.24.

The patient was treated with voriconazole (Vfend) and broad-spectrum antibiotics.

Figure 2. Left: bronchoscopic image at the level of the division of the right upper lobe and bronchus intermedius. A grey-white endobronchial lesion is seen in the right upper lobe. Right: Close-up of the fungating endobronchial lesion in the right upper lobe.
In the next month and a half, serial computed tomographic scans of the chest were performed (Figure 1). The patient underwent bronchoscopy again (between images C and D in Figure 1), which revealed an endobronchial lesion in the right upper lobe that had not been seen before (Figure 2). A bronchial biopsy specimen was examined microscopically with Gomori methenamine silver staining (Figure 3). A galactomannan test of the second BAL specimen was negative.

Figure 3. Histopathologic examination of the endobronchial tissue using Gomori methenamine silver stain. Note the irregularly shaped, broad, and nonseptate hyphae with predominantly right-angle branching.
After the second bronchoscopy, appropriate therapy was started, but the patient died after 2 months in the hospital as a result of massive hemoptysis.

Q: Which is the most likely cause?

  • A bacterium
  • A virus
  • Cryptococcus
  • Aspergillus
  • Zygomycetes

A: The correct answer is Zygomycetes, the second most common cause of fungal respiratory disease in patients with hematologic malignancies.

UNCOMMON BUT OFTEN FATAL

Zygomycetes is a class of fungi that contains two orders, Mucorales and Entomophthorales. Human disease, which is uncommon but frequently fatal, is predominantly associated with Mucorales and is commonly called mucormycosis.1,2

The major mode of transmission is through inhalation of spores from diverse decaying environmental sources. As Zygomycetes are aerogenous pathogens, they predominantly affect the paranasal sinuses and the lungs. The main risk factors for Zygomycetes infection include diabetes mellitus, hematologic malignancies (predominantly acute leukemias treated with aggressive chemotherapeutic regimens), pharmacologic immunosuppression, solid organ or bone marrow transplantation, and therapy with deferoxamine (Desferal), an iron-chelating agent.1,3

Overall, rhinocerebral disease is the most common manifestation, especially in the setting of diabetic ketoacidosis.1 In hematologic malignancies, the most common presentation is pulmonary zygomycosis with associated profound neutropenia, as neutrophils are the central defense against filamentous fungal hyphae.1,4

The incidence of zygomycosis is increasing, likely owing to the greater number of patients receiving stem cell or solid organ transplants, the use of more aggressive immunosuppressive regimens, prolonged survival, and the frequent prophylactic use of antifungal agents without activity against Zygomycetes.2,5

INFECTION PROGRESSES RAPIDLY

Most patients present with fever, cough, thoracic pain, and dyspnea in association with hypoxemia and pulmonary infiltrates refractory to broad-spectrum antibiotics. Zygomycosis can also present radiographically as pulmonary nodules or consolidations with or without the halo sign or cavitations.6,7

The disease usually progresses rapidly, invading vessels and causing infarction, bleeding, and dissemination to extrapulmonary sites.1,5

In reported cases in patients with acute leukemia who received aggressive chemotherapy, the fungal infection occurred several days after profound neutropenia developed.3,4

SPUTUM, LAVAGE, BIOPSY

The diagnosis is based on directly identifying the fungus morphologically and on culturing it. However, cultures of sputum, BAL fluid, and blood are usually negative.

Morphologically, the fungus is broad with irregular walls; it is also nearly aseptate and frequently has right-angle branching. In contrast, Aspergillus is narrow with parallel walls, distinctive septae, and acute branching.2

Of note: physicians need to alert the microbiology laboratory about their clinical suspicion of Zygomycetes infection, because the recovery rate of Zygomycetes in culture is increased by slicing the biopsy specimen in small pieces but not dicing it (to avoid breaking the septae).1

The diagnostic tests include microscopic examination and culture of sputum, BAL fluid, and transbronchial biopsy specimens. If the initial tests are negative but the suspicion of zygomycosis is strong on clinical grounds, then fine-needle aspiration or open lung biopsy should be considered.1

Useful predictors that favor the diagnosis of pulmonary zygomycosis instead of the main alternative, invasive pulmonary aspergillosis, include concomitant sinusitis, voriconazole prophylaxis (due to antifungal pressure), a negative galactomannan test in serum, multiple pulmonary nodules, and pleural effusion.2,8

 

 

TREATMENT WITH AMPHOTERICIN

The treatment includes giving effective antifungal agents promptly, correcting hyperglycemia and metabolic acidosis, reversing immunosuppression (if possible), and considering surgical debridement.1,2

Antifungal therapy is with conventional amphotericin B (Amphocin) or its lipid formulation (Abelcet). The lipid formulation is at least as effective as conventional amphotericin B and less nephrotoxic, thus allowing higher doses.1,9 The optimal duration of therapy has not been evaluated, but experts in general treat until the pulmonary and sinus lesions have resolved.2

Posaconazole (Noxafil), a broad-spectrum oral azole, has activity in vitro and is a valuable alternative for patients who have refractory zygomycosis or who cannot tolerate amphotericin B.5,10

The role of echinocandins is unclear, as they do not have in vitro activity against Zygomycetes. However, tests in animals have shown a synergistic effect between the echinocandin caspofungin (Cancidas) and amphotericin B lipid complex.11 Other antifungal agents such as azoles lack activity against Zygomycetes.5

The return of neutrophils plays a substantial role in resolving the infection in neutropenic patients, a proposition supported by reports of the failure of antifungal therapy in patients with persistent neutropenia.1 The addition of granulocyte colony-stimulating factor may accelerate neutrophil recovery and enhance neutrophil activity against opportunistic fungal pathogens.12

Even though progress has been made in the treatment of this disease, the prognosis continues to be poor in patients with hematologic malignancies and pulmonary or disseminated zygomycosis.9

ENDOBRONCHIAL ZYGOMYCOSIS

Aspergillosis is the most common endobronchial fungal disease. Zygomycosis is the third most common, after coccidioidomycosis. In zygomycosis, endobronchial lesions can be found in a third of patients who have pulmonary involvement.6,13,14

The most common predisposing conditions for the development of endobronchial zygomycosis are diabetes and hematologic malignancies associated with neutropenia.14

Endobronchial zygomycosis is characterized by a locally invasive gray-white mucoid lesion that blocks a major airway.13 The involved airway is usually edematous and necrotic. The diagnosis can be made by visualizing the organism in bronchial washings, brushings, or endobronchial biopsies.14

If the disease is not promptly diagnosed, the risk of death is very high. The management includes high-dose conventional or lipid amphotericin B and surgical or endobronchial resection.13,15

OUR CASE CONTINUED

After Zygomycetes was seen in the tissue from his bronchial biopsy, our patient received amphotericin B lipid complex at 5 mg/kg/day (started between images C and D in Figure 1). He had a good initial clinical response, but the infection progressed (image D in Figure 1).

The patient died as a result of massive hemoptysis attributable to the angioinvasive nature of the fungus, which most likely caused an erosion of a major pulmonary vessel.

TAKE-HOME POINTS

  • Pulmonary disease is the most common manifestation of zygomycosis in patients with underlying hematologic malignancy. In this setting, zygomycosis has a high rate of morbidity and death.
  • Endobronchial lesions can be seen in up to a third of patients with pulmonary zygomycosis.
  • Prompt and effective therapy is essential for treatment to be successful.

A 19-year-old man received induction chemotherapy with idarubicin and cytarabine for secondary acute myeloid leukemia. Subsequently, he developed fever, progressive lung infiltrates, and severe neutropenia. His white blood cell count was 1.1 × 109/L (reference range 4.0–11.0) with 100% lymphocytes; his blood glucose level remained normal.

Figure 1. Sequential axial computed tomographic images of the chest in the course of 1.5 months. Note the progression of lung infiltrates in the right and left upper lobes, as well as the “halo sign” (arrows in image A). The patient had associated pleural effusion and progression of the infiltrate in the right side to the lower lobe, as seen in images C and D. He had a second bronchoscopy and began appropriate therapy after image C.
The patient was admitted to the hospital. Bronchoscopy showed the airways to be normal, but the bronchoalveolar lavage (BAL) fluid contained an elevated number of white blood cells, predominantly monocytes. A galactomannan antigen test (a test for Aspergillus) of the BAL fluid gave a result of 0.7 (a positive result is ≥ 0.5). Cultures of the BAL fluid and of transbronchial biopsy specimens were negative for bacteria and fungi. A galactomannan test of the blood was negative at 0.24.

The patient was treated with voriconazole (Vfend) and broad-spectrum antibiotics.

Figure 2. Left: bronchoscopic image at the level of the division of the right upper lobe and bronchus intermedius. A grey-white endobronchial lesion is seen in the right upper lobe. Right: Close-up of the fungating endobronchial lesion in the right upper lobe.
In the next month and a half, serial computed tomographic scans of the chest were performed (Figure 1). The patient underwent bronchoscopy again (between images C and D in Figure 1), which revealed an endobronchial lesion in the right upper lobe that had not been seen before (Figure 2). A bronchial biopsy specimen was examined microscopically with Gomori methenamine silver staining (Figure 3). A galactomannan test of the second BAL specimen was negative.

Figure 3. Histopathologic examination of the endobronchial tissue using Gomori methenamine silver stain. Note the irregularly shaped, broad, and nonseptate hyphae with predominantly right-angle branching.
After the second bronchoscopy, appropriate therapy was started, but the patient died after 2 months in the hospital as a result of massive hemoptysis.

Q: Which is the most likely cause?

  • A bacterium
  • A virus
  • Cryptococcus
  • Aspergillus
  • Zygomycetes

A: The correct answer is Zygomycetes, the second most common cause of fungal respiratory disease in patients with hematologic malignancies.

UNCOMMON BUT OFTEN FATAL

Zygomycetes is a class of fungi that contains two orders, Mucorales and Entomophthorales. Human disease, which is uncommon but frequently fatal, is predominantly associated with Mucorales and is commonly called mucormycosis.1,2

The major mode of transmission is through inhalation of spores from diverse decaying environmental sources. As Zygomycetes are aerogenous pathogens, they predominantly affect the paranasal sinuses and the lungs. The main risk factors for Zygomycetes infection include diabetes mellitus, hematologic malignancies (predominantly acute leukemias treated with aggressive chemotherapeutic regimens), pharmacologic immunosuppression, solid organ or bone marrow transplantation, and therapy with deferoxamine (Desferal), an iron-chelating agent.1,3

Overall, rhinocerebral disease is the most common manifestation, especially in the setting of diabetic ketoacidosis.1 In hematologic malignancies, the most common presentation is pulmonary zygomycosis with associated profound neutropenia, as neutrophils are the central defense against filamentous fungal hyphae.1,4

The incidence of zygomycosis is increasing, likely owing to the greater number of patients receiving stem cell or solid organ transplants, the use of more aggressive immunosuppressive regimens, prolonged survival, and the frequent prophylactic use of antifungal agents without activity against Zygomycetes.2,5

INFECTION PROGRESSES RAPIDLY

Most patients present with fever, cough, thoracic pain, and dyspnea in association with hypoxemia and pulmonary infiltrates refractory to broad-spectrum antibiotics. Zygomycosis can also present radiographically as pulmonary nodules or consolidations with or without the halo sign or cavitations.6,7

The disease usually progresses rapidly, invading vessels and causing infarction, bleeding, and dissemination to extrapulmonary sites.1,5

In reported cases in patients with acute leukemia who received aggressive chemotherapy, the fungal infection occurred several days after profound neutropenia developed.3,4

SPUTUM, LAVAGE, BIOPSY

The diagnosis is based on directly identifying the fungus morphologically and on culturing it. However, cultures of sputum, BAL fluid, and blood are usually negative.

Morphologically, the fungus is broad with irregular walls; it is also nearly aseptate and frequently has right-angle branching. In contrast, Aspergillus is narrow with parallel walls, distinctive septae, and acute branching.2

Of note: physicians need to alert the microbiology laboratory about their clinical suspicion of Zygomycetes infection, because the recovery rate of Zygomycetes in culture is increased by slicing the biopsy specimen in small pieces but not dicing it (to avoid breaking the septae).1

The diagnostic tests include microscopic examination and culture of sputum, BAL fluid, and transbronchial biopsy specimens. If the initial tests are negative but the suspicion of zygomycosis is strong on clinical grounds, then fine-needle aspiration or open lung biopsy should be considered.1

Useful predictors that favor the diagnosis of pulmonary zygomycosis instead of the main alternative, invasive pulmonary aspergillosis, include concomitant sinusitis, voriconazole prophylaxis (due to antifungal pressure), a negative galactomannan test in serum, multiple pulmonary nodules, and pleural effusion.2,8

 

 

TREATMENT WITH AMPHOTERICIN

The treatment includes giving effective antifungal agents promptly, correcting hyperglycemia and metabolic acidosis, reversing immunosuppression (if possible), and considering surgical debridement.1,2

Antifungal therapy is with conventional amphotericin B (Amphocin) or its lipid formulation (Abelcet). The lipid formulation is at least as effective as conventional amphotericin B and less nephrotoxic, thus allowing higher doses.1,9 The optimal duration of therapy has not been evaluated, but experts in general treat until the pulmonary and sinus lesions have resolved.2

Posaconazole (Noxafil), a broad-spectrum oral azole, has activity in vitro and is a valuable alternative for patients who have refractory zygomycosis or who cannot tolerate amphotericin B.5,10

The role of echinocandins is unclear, as they do not have in vitro activity against Zygomycetes. However, tests in animals have shown a synergistic effect between the echinocandin caspofungin (Cancidas) and amphotericin B lipid complex.11 Other antifungal agents such as azoles lack activity against Zygomycetes.5

The return of neutrophils plays a substantial role in resolving the infection in neutropenic patients, a proposition supported by reports of the failure of antifungal therapy in patients with persistent neutropenia.1 The addition of granulocyte colony-stimulating factor may accelerate neutrophil recovery and enhance neutrophil activity against opportunistic fungal pathogens.12

Even though progress has been made in the treatment of this disease, the prognosis continues to be poor in patients with hematologic malignancies and pulmonary or disseminated zygomycosis.9

ENDOBRONCHIAL ZYGOMYCOSIS

Aspergillosis is the most common endobronchial fungal disease. Zygomycosis is the third most common, after coccidioidomycosis. In zygomycosis, endobronchial lesions can be found in a third of patients who have pulmonary involvement.6,13,14

The most common predisposing conditions for the development of endobronchial zygomycosis are diabetes and hematologic malignancies associated with neutropenia.14

Endobronchial zygomycosis is characterized by a locally invasive gray-white mucoid lesion that blocks a major airway.13 The involved airway is usually edematous and necrotic. The diagnosis can be made by visualizing the organism in bronchial washings, brushings, or endobronchial biopsies.14

If the disease is not promptly diagnosed, the risk of death is very high. The management includes high-dose conventional or lipid amphotericin B and surgical or endobronchial resection.13,15

OUR CASE CONTINUED

After Zygomycetes was seen in the tissue from his bronchial biopsy, our patient received amphotericin B lipid complex at 5 mg/kg/day (started between images C and D in Figure 1). He had a good initial clinical response, but the infection progressed (image D in Figure 1).

The patient died as a result of massive hemoptysis attributable to the angioinvasive nature of the fungus, which most likely caused an erosion of a major pulmonary vessel.

TAKE-HOME POINTS

  • Pulmonary disease is the most common manifestation of zygomycosis in patients with underlying hematologic malignancy. In this setting, zygomycosis has a high rate of morbidity and death.
  • Endobronchial lesions can be seen in up to a third of patients with pulmonary zygomycosis.
  • Prompt and effective therapy is essential for treatment to be successful.
References
  1. Gonzalez CE, Rinaldi MG, Sugar AM. Zygomycosis. Infect Dis Clin North Am 2002; 16:895914.
  2. Pyrgos V, Shoham S, Walsh TJ. Pulmonary zygomycosis. Semin Respir Crit Care Med 2008; 29:111120.
  3. Kara IO, Tasova Y, Uguz A, Sahin B. Mucormycosis-associated fungal infections in patients with haematologic malignancies. Int J Clin Pract 2007; 63:134139.
  4. Pagano L, Offidani M, Fianchi L, et al. Mucormycosis in hematologic patients. Haematologica 2004; 8:207214.
  5. van Burik JA, Hare RS, Solomon HF, Corrado ML, Kontoyiannis DP. Posaconazole is effective as salvage therapy in zygomycosis: a retrospective summary of 91 cases. Clin Infect Dis 2006; 42:e61e65.
  6. Jamadar DA, Kazerooni EA, Daly BD, White CS, Gross BH. Pulmonary zygomycosis: CT appearance. J Comput Assist Tomogr 1995; 19:733738.
  7. Lee YR, Choi YW, Lee KJ, Jeon SC, Park CK, Heo JN. CT halo sign: the spectrum of pulmonary diseases. Br J Radiol 2005; 78:862865.
  8. Chamilos G, Marom EM, Lewis RE, Lionakis MS, Kontoyiannis DP. Predictors of pulmonary zygomycosis versus invasive pulmonary aspergillosis in patients with cancer. Clin Infect Dis 2005; 41:6066.
  9. Gleissner B, Schilling A, Anagnostopolous I, Siehl I, Thiel E. Improved outcome of zygomycosis in patients with hematological diseases? Leuk Lymphoma 2004; 45:13511360.
  10. Greenberg RN, Mullane K, van Burik JA, et al. Posaconazole as salvage therapy for zygomycosis. Antimicrob Agents Chemother 2006; 50:126133.
  11. Spellberg B, Fu Y, Edwards JE, Ibrahim AS. Combination therapy with amphotericin B lipid complex and caspofungin acetate of disseminated zygomycosis in diabetic ketoacidotic mice. Antimicrob Agents Chemother 2005; 49:830832.
  12. Liles WC, Huang JE, van Burik JA, Bowden RA, Dale DC. Granulocyte colony-stimulating factor administered in vivo augments neutrophilmediated activity against opportunistic fungal pathogens. J Infect Dis 1997; 175:10121015.
  13. Husari AW, Jensen WA, Kirsch CM, et al. Pulmonary mucormycosis presenting as an endobronchial lesion. Chest 1994; 106:18891891.
  14. Karnak D, Avery RK, Gildea TR, Sahoo D, Mehta AC. Endobronchial fungal disease: an under-recognized entity. Respiration 2007; 74:88104.
  15. al-Majed S, al-Kassimi F, Ashour M, Mekki MO, Sadiq S. Removal of endobronchial mucormycosis lesion through a rigid bronchoscope. Thorax 1992; 47:203204.
References
  1. Gonzalez CE, Rinaldi MG, Sugar AM. Zygomycosis. Infect Dis Clin North Am 2002; 16:895914.
  2. Pyrgos V, Shoham S, Walsh TJ. Pulmonary zygomycosis. Semin Respir Crit Care Med 2008; 29:111120.
  3. Kara IO, Tasova Y, Uguz A, Sahin B. Mucormycosis-associated fungal infections in patients with haematologic malignancies. Int J Clin Pract 2007; 63:134139.
  4. Pagano L, Offidani M, Fianchi L, et al. Mucormycosis in hematologic patients. Haematologica 2004; 8:207214.
  5. van Burik JA, Hare RS, Solomon HF, Corrado ML, Kontoyiannis DP. Posaconazole is effective as salvage therapy in zygomycosis: a retrospective summary of 91 cases. Clin Infect Dis 2006; 42:e61e65.
  6. Jamadar DA, Kazerooni EA, Daly BD, White CS, Gross BH. Pulmonary zygomycosis: CT appearance. J Comput Assist Tomogr 1995; 19:733738.
  7. Lee YR, Choi YW, Lee KJ, Jeon SC, Park CK, Heo JN. CT halo sign: the spectrum of pulmonary diseases. Br J Radiol 2005; 78:862865.
  8. Chamilos G, Marom EM, Lewis RE, Lionakis MS, Kontoyiannis DP. Predictors of pulmonary zygomycosis versus invasive pulmonary aspergillosis in patients with cancer. Clin Infect Dis 2005; 41:6066.
  9. Gleissner B, Schilling A, Anagnostopolous I, Siehl I, Thiel E. Improved outcome of zygomycosis in patients with hematological diseases? Leuk Lymphoma 2004; 45:13511360.
  10. Greenberg RN, Mullane K, van Burik JA, et al. Posaconazole as salvage therapy for zygomycosis. Antimicrob Agents Chemother 2006; 50:126133.
  11. Spellberg B, Fu Y, Edwards JE, Ibrahim AS. Combination therapy with amphotericin B lipid complex and caspofungin acetate of disseminated zygomycosis in diabetic ketoacidotic mice. Antimicrob Agents Chemother 2005; 49:830832.
  12. Liles WC, Huang JE, van Burik JA, Bowden RA, Dale DC. Granulocyte colony-stimulating factor administered in vivo augments neutrophilmediated activity against opportunistic fungal pathogens. J Infect Dis 1997; 175:10121015.
  13. Husari AW, Jensen WA, Kirsch CM, et al. Pulmonary mucormycosis presenting as an endobronchial lesion. Chest 1994; 106:18891891.
  14. Karnak D, Avery RK, Gildea TR, Sahoo D, Mehta AC. Endobronchial fungal disease: an under-recognized entity. Respiration 2007; 74:88104.
  15. al-Majed S, al-Kassimi F, Ashour M, Mekki MO, Sadiq S. Removal of endobronchial mucormycosis lesion through a rigid bronchoscope. Thorax 1992; 47:203204.
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Low-tech tools, high-pressure stakes

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In this high-tech age, the physical examination may seem an anachronous component of routine medical care. While I strongly disagree, it is generally true that we often confirm or further define abnormal physical findings with other “objective” tests. Finding crackles on chest auscultation prompts a chest radiograph, computed tomographic scan, or pulmonary function tests, and hearing a cardiac gallop prompts an electrocardiogram, chest radiograph, echocardiogram, or all of the above.

But measurement of the blood pressure often stands alone, a physical measurement that may directly prompt therapy. We may listen for abdominal bruits, check the eye grounds, review an electrocardiogram, and measure electrolyte and creatinine levels looking for a cause of secondary hypertension or for end-organ damage. But in most cases, therapy ensues (or doesn’t) on the basis of readings from a low-tech sphygmomanometer.

We are often casual with how we measure blood pressure, despite its importance. For efficiency, in many offices, physician-extenders obtain a (single) measurement as the patient is being rushed into the examination room. We may recheck the pressure ourselves, but my conversations with many patients indicate that there is enormous variability in how the blood pressure is actually measured. Sometimes, the cuff is placed over a shirt, a large cuff is not appropriately used for a large arm, the cuff is not firmly inflated, or the pressure is not confirmed by dual measurement or checked in the contralateral arm or by palpation of the radial pulse. We should reflect upon the potential impact of these shortcuts.

Surprisingly, despite the many ways to introduce inaccuracies in low-tech cuff measurement of blood pressure, the benefits of treating high blood pressure diagnosed by these office measurements can be great. An excess of cardiovascular events can be linked to an elevation of even a few millimeters in the pressure. The benefit is even more surprising when we consider that intermittent office measurements do not tell us anything about the lability of the blood pressure or its circadian patterns, including during sleep.

In this issue of the Journal, Dr. Mohammad Rafey discusses alternative ways to measure the blood pressure, their strengths and their limitations. The concepts of abnormal “nocturnal dipping” and morning hypertensive surges will warrant far more attention as we use ambulatory 24-hour measurements and other techniques more frequently to augment the low-tech blood pressure check in the office.

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In this high-tech age, the physical examination may seem an anachronous component of routine medical care. While I strongly disagree, it is generally true that we often confirm or further define abnormal physical findings with other “objective” tests. Finding crackles on chest auscultation prompts a chest radiograph, computed tomographic scan, or pulmonary function tests, and hearing a cardiac gallop prompts an electrocardiogram, chest radiograph, echocardiogram, or all of the above.

But measurement of the blood pressure often stands alone, a physical measurement that may directly prompt therapy. We may listen for abdominal bruits, check the eye grounds, review an electrocardiogram, and measure electrolyte and creatinine levels looking for a cause of secondary hypertension or for end-organ damage. But in most cases, therapy ensues (or doesn’t) on the basis of readings from a low-tech sphygmomanometer.

We are often casual with how we measure blood pressure, despite its importance. For efficiency, in many offices, physician-extenders obtain a (single) measurement as the patient is being rushed into the examination room. We may recheck the pressure ourselves, but my conversations with many patients indicate that there is enormous variability in how the blood pressure is actually measured. Sometimes, the cuff is placed over a shirt, a large cuff is not appropriately used for a large arm, the cuff is not firmly inflated, or the pressure is not confirmed by dual measurement or checked in the contralateral arm or by palpation of the radial pulse. We should reflect upon the potential impact of these shortcuts.

Surprisingly, despite the many ways to introduce inaccuracies in low-tech cuff measurement of blood pressure, the benefits of treating high blood pressure diagnosed by these office measurements can be great. An excess of cardiovascular events can be linked to an elevation of even a few millimeters in the pressure. The benefit is even more surprising when we consider that intermittent office measurements do not tell us anything about the lability of the blood pressure or its circadian patterns, including during sleep.

In this issue of the Journal, Dr. Mohammad Rafey discusses alternative ways to measure the blood pressure, their strengths and their limitations. The concepts of abnormal “nocturnal dipping” and morning hypertensive surges will warrant far more attention as we use ambulatory 24-hour measurements and other techniques more frequently to augment the low-tech blood pressure check in the office.

In this high-tech age, the physical examination may seem an anachronous component of routine medical care. While I strongly disagree, it is generally true that we often confirm or further define abnormal physical findings with other “objective” tests. Finding crackles on chest auscultation prompts a chest radiograph, computed tomographic scan, or pulmonary function tests, and hearing a cardiac gallop prompts an electrocardiogram, chest radiograph, echocardiogram, or all of the above.

But measurement of the blood pressure often stands alone, a physical measurement that may directly prompt therapy. We may listen for abdominal bruits, check the eye grounds, review an electrocardiogram, and measure electrolyte and creatinine levels looking for a cause of secondary hypertension or for end-organ damage. But in most cases, therapy ensues (or doesn’t) on the basis of readings from a low-tech sphygmomanometer.

We are often casual with how we measure blood pressure, despite its importance. For efficiency, in many offices, physician-extenders obtain a (single) measurement as the patient is being rushed into the examination room. We may recheck the pressure ourselves, but my conversations with many patients indicate that there is enormous variability in how the blood pressure is actually measured. Sometimes, the cuff is placed over a shirt, a large cuff is not appropriately used for a large arm, the cuff is not firmly inflated, or the pressure is not confirmed by dual measurement or checked in the contralateral arm or by palpation of the radial pulse. We should reflect upon the potential impact of these shortcuts.

Surprisingly, despite the many ways to introduce inaccuracies in low-tech cuff measurement of blood pressure, the benefits of treating high blood pressure diagnosed by these office measurements can be great. An excess of cardiovascular events can be linked to an elevation of even a few millimeters in the pressure. The benefit is even more surprising when we consider that intermittent office measurements do not tell us anything about the lability of the blood pressure or its circadian patterns, including during sleep.

In this issue of the Journal, Dr. Mohammad Rafey discusses alternative ways to measure the blood pressure, their strengths and their limitations. The concepts of abnormal “nocturnal dipping” and morning hypertensive surges will warrant far more attention as we use ambulatory 24-hour measurements and other techniques more frequently to augment the low-tech blood pressure check in the office.

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Beyond office sphygmomanometry: Ways to better assess blood pressure

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Hypertension is difficult to diagnose, and its treatment is difficult to monitor optimally on the basis of traditional office blood pressure measurements. To better protect our patients from the effects of undiagnosed or poorly controlled hypertension, we need to consider other options, such as ambulatory 24-hour blood pressure monitoring, automated measurement in the office, measurement in the patient’s home, and devices that analyze the peripheral pulse wave to estimate the central blood pressure and other indices of arterial stiffness.

MANUAL OFFICE MEASUREMENT HAS INHERENT LIMITATIONS

Office blood pressure measurements do provide enormous information about cardiovascular risk and the risk of death, as shown in epidemiologic studies. A meta-analysis1 of 61 prospective observational studies that included more than 1 million patients showed that office blood pressure levels clearly correlate with increased risk of death from cardiovascular disease and stroke.

But blood pressure is a dynamic measure with inherent minute-to-minute variability, and measurement will not be accurate if the correct technique is not followed. Traditional office sphygmomanometry is a snapshot and does not accurately reflect a patient’s blood pressure in the real world and in real time.

Recently, unique patterns of blood pressure have been identified that may not be detected in the physician’s office. It is clear from several clinical trials that some patients’ blood pressure is transiently elevated in the first few minutes during office measurements (the “white coat effect”). In addition, when office measurements are compared with out-of-office measurements, several patterns of hypertension emerge that have prognostic value. These patterns are white coat hypertension, masked hypertension, nocturnal hypertension, and failure of the blood pressure to dip during sleep.

WHITE COAT EFFECT

The white coat effect is described as a transient elevation in office blood pressure caused by an alerting reaction when the pressure is measured by a physician or a nurse. It may last for several minutes. The magnitude of blood pressure elevation has been noted to be higher when measured by a physician than when measured by a nurse. Multiple blood pressure measurements taken over 5 to 10 minutes help eliminate the white coat effect. In a recent study,2 36% of patients with hypertension demonstrated the white coat effect.

In a study by Mancia et al,3 46 patients underwent intra-arterial blood pressure monitoring for 2 days, during which time a physician or a nurse would check their blood pressure repeatedly over 10 minutes. This study found that most patients demonstrated the white coat effect: the blood pressure was higher in the first few measurements, but came down after 5 minutes. The white coat effect was as much as 22.6 ± 1.8 mm Hg when blood pressure was measured by a physician and was lower when measured by a nurse.

WHITE COAT HYPERTENSION

In contrast to the white coat effect, which is transient, white coat hypertension is defined as persistent elevation of office blood pressure measurements with normal blood pressure levels when measured outside the physician’s office. Depending on the population sampled, the prevalence of white coat hypertension ranges from 12% to 20%, but this is understandably difficult or almost impossible to detect with traditional office blood pressure measurements alone.4–7

MASKED HYPERTENSION

Patients with normal blood pressure in the physician’s office but high blood pressure during daily life were found to have a higher risk of cardiovascular events. This condition is called masked hypertension.8 For clinicians, the danger lies in underestimating the patient’s risk of cardiovascular events and, thus, undertreating the hypertension. Preliminary data on masked hypertension show that the rates of end-organ damage and cardiovascular events are slightly higher in patients with masked hypertension than in patients with sustained hypertension.

NOCTURNAL HYPERTENSION

Elevated nighttime blood pressure (>125/75 mm Hg) is considered nocturnal hypertension and is generally considered a subgroup of masked hypertension.9

In the African American Study of Kidney Disease and Hypertension (AASK),10,11 although most patients achieved their blood pressure goal during the trial, they were noted to have relentless progression of renal disease. On ambulatory 24-hour blood pressure monitoring during the cohort phase of the study,10 a high prevalence of elevated nighttime blood pressure (66%) was found. Further analysis showed that the elevated nighttime blood pressure was associated with worse hypertension-related end-organ damage. It is still unclear if lowering nighttime blood pressure improves clinical outcomes in this high-risk population.

 

 

DIPPING VS NONDIPPING

The mean blood pressure during sleep should normally decrease by 10% to 20% compared with daytime readings. “Nondipping,” ie, the lack of this nocturnal dip in blood pressure, carries a higher risk of death from cardiovascular causes, even if the person is otherwise normotensive.12,13 Nondipping is commonly noted in African Americans, patients with diabetes, and those with chronic kidney disease.

A study by Lurbe et al14 of patients with type 1 diabetes mellitus who underwent ambulatory 24-hour blood pressure monitoring found that the onset of the nondipping phenomenon preceded microalbuminuria (a risk factor for kidney disease). Data from our institution15 showed that nondipping was associated with a greater decline in glomerular filtration rate when compared with dipping.

The lack of reproducibility of a person’s dipping status has been a barrier in relying on this as a prognostic measure. White and Larocca16 found that only about half of the patients who appeared to be nondippers on one 24-hour recording still were nondippers on a second recording 4 to 8 weeks later. Compared with nondipping, nocturnal hypertension is a more stable blood pressure pattern that is being increasingly recognized in patients undergoing 24-hour blood pressure monitoring.

AUTOMATIC BLOOD PRESSURE DEVICES

An automated in-office blood pressure measurement device is one way to minimize the white coat effect and obtain a more accurate blood pressure assessment. Devices such as BpTRU (BpTRU Medical Devices Ltd, Coquitlam, BC, Canada) are programmed to take a series of automatic, oscillometric readings at regular intervals while the patient is left alone in a quiet room. BpTRU has been validated in several clinical trials and has been shown to overcome the white coat effect to some extent. Myers et al17 compared 24-hour blood pressure readings with those obtained by a family physician, by a research technician, and by the BpTRU device and found that the BpTRU readings were much closer to the average of awake blood pressure readings on 24-hour blood pressure monitoring.

AMBULATORY 24-HOUR BLOOD PRESSURE MONITORING

Figure 1. Graph of ambulatory 24-hour blood pressure readings, with nocturnal dip.
Ambulatory blood pressure monitoring provides average blood pressure readings over a 24-hour period that correlate more closely with cardiovascular events when compared with office blood pressure readings alone. The patient wears a portable device that is programmed to automatically measure the blood pressure every 15 minutes during the day and every 30 minutes during the night, for 24 hours. These data are then transferred to a computer program that provides the average of 24-hour, awake-time, and sleep-time readings, as well as a graph of the patient’s blood pressure level during the 24-hour period (Figure 1). The data provide other valuable information, such as:

  • Presence or absence of the nocturnal dip (the normal 10% to 20% drop in blood pressure at night during sleep)
  • Morning surge (which in some studies was associated with higher incidence of stroke)
  • Supine hypertension and sudden fluctuations in blood pressure seen in patients with autonomic failure.

Studies have shown that basing antihypertensive therapy on ambulatory 24-hour blood pressure monitoring results in better control of hypertension and lowers the rate of cardiovascular events.18,19

Perloff et al18 found that in patients whose hypertension was considered well controlled on the basis of office blood pressure measurements, those with higher blood pressures on ambulatory 24-hour monitoring had higher cardiovascular morbidity and mortality rates.

More recently, Clement et al19 showed that patients being treated for hypertension who have higher average ambulatory 24-hour blood pressures had a higher risk of cardiovascular events and cardiovascular death.

After following 790 patients for 3.7 years, Verdecchia et al20 concluded that controlling hypertension on the basis of ambulatory 24-hour blood pressure readings rather than traditional office measurements lowered the risk of cardiovascular disease.

‘Normal’ blood pressure on ambulatory 24-hour monitoring

It should be noted that the normal average blood pressure on ambulatory 24-hour monitoring tends to be lower than that on traditional office readings. According to the 2007 European guidelines,21 an average 24-hour blood pressure above the range of 125/80 to 130/80 mm Hg is considered diagnostic of hypertension.

The bottom line on ambulatory 24-hour monitoring: Not perfect, but helpful

Ambulatory 24-hour blood pressure monitoring is not perfect. It interferes with the patient’s activities and with sleep, and this can affect the readings. It is also expensive, and Medicare and Medicaid cover it only if the patient is diagnosed with white coat hypertension, based on stringent criteria that include three elevated clinic blood pressure measurements and two normal out-of-clinic blood pressure measurements and no evidence of end-organ damage. Despite these issues, almost all national guidelines for the management of hypertension recommend ambulatory 24-hour blood pressure monitoring to improve cardiovascular risk prediction and to measure the variability in blood pressure levels.

 

 

USING THE INTERNET IN MANAGING HYPERTENSION

Green et al22 studied a new model of care using home blood pressure monitoring via the Internet, and provided feedback and intervention to the patient via a pharmacist to achieve blood pressure goals. Patients measured their blood pressure at home on at least 2 days a week (two measurements each time), using an automatic oscillometric monitor (Omron Hem-705-CP, Kyoto, Japan), and entered the results in an electronic medical record on the Internet. In the intervention group, a pharmacist communicated with each patient by either phone or e-mail every 2 weeks, making changes to their antihypertensive regimens as needed.

Patients in the intervention group had an average reduction in blood pressure of 14 mm Hg from baseline, and their blood pressure was much better controlled compared with the control groups, who were being passively monitored or were receiving usual care based on office blood pressure readings.

MEASURING ARTERIAL STIFFNESS TO ASSES RISK OF END-ORGAN DAMAGE

Mean arterial blood pressure, derived from the extremes of systolic and diastolic pressure as measured with a traditional sphygmomanometer, is a product of cardiac output and total peripheral vascular resistance. In contrast, central aortic blood pressure, the central augmentation index, and pulse wave velocity are measures derived from brachial blood pressure as well as arterial pulse wave tracings. They provide additional information on arterial stiffness and help stratify patients at increased cardiovascular risk.

The art of evaluating the arterial pulse wave with the fingertips while examining a patient and diagnosing various ailments was well known and practiced by ancient Greek and Chinese physicians. Although this was less recognized in Western medicine, it was the pulse wave recording on a sphygmograph that was used to measure human blood pressure in the 19th century.23 In the early 20th century, this art was lost with the invention of the mercury sphygmomanometer.

Figure 2.
With age or disease such as diabetes or hypercholesterolemia, arteries gradually lose their elastic properties and become larger and stiffer. With each contraction of the left ventricle during systole, a pulse wave is generated and propagated forward into the peripheral arterial system. This wave is then reflected back to the heart from the branching points of peripheral arteries. In normal arteries, the reflected wave merges with the forward-traveling wave in diastole and augments coronary blood flow.24 In arteries that are stiff due to aging or vascular comorbidities, the reflected wave returns faster and merges with the forward wave in systole. This results in a higher left ventricular afterload and decreased perfusion of coronary arteries, leading to left ventricular hypertrophy and increased arterial and central blood pressure (Figure 2).

Arterial stiffness indices—ie, central aortic blood pressure, the central augmentation index, and pulse wave velocity—can now be measured noninvasively and have been shown to correlate very well with measurements obtained via a central arterial catheter. In the past, the only way to measure central blood pressure was directly via a central arterial catheter. New devices now measure arterial stiffness indices indirectly by applanation tonometry and pulse wave analysis (reviewed by O’Rourke et al25).

Several trials have shown that these arterial indices have a better prognostic value than the mean arterial pressure or the brachial pulse pressure. For example, the Baltimore Longitudinal Study of Aging26 followed 100 normotensive individuals for 5 years and found that those with a higher pulse wave velocity had a greater chance of developing incident hypertension. Other studies showed that pulse wave velocity and other indices of arterial stiffness are associated with dysfunction of the microvasculature in the brain, with higher cardiovascular risk, and a higher risk of death.

A major limitation in measuring these arterial stiffness indices is that they are derived values and require measurement of brachial blood pressure in addition to the pulse wave tracing.

Recent hypertension guidelines21,27,28 released during the past 2 years in Europe, Latin America, and Japan have recommended measurement of arterial stiffness as part of a comprehensive evaluation of patients with hypertension.

EXCITING TIMES IN HYPERTENSION

These are exciting times in the field of hypertension. With advances in technology, we have new devices and techniques that provide a closer view of the hemodynamic changes and blood pressures experienced by vital organs. In addition, we can now go beyond the physician’s office and evaluate blood pressure changes that occur during the course of a usual day in a patient’s life. This enables us to make better decisions in the management of their hypertension, embodying Dr. Harvey Cushing’s teaching that the physician’s obligation is to “view the man in his world.”29

References
  1. Lewington S, Clarke R, Qizilbash N, Peto R, Collins R. Agespecific relevance of usual blood pressure to vascular mortality: a meta-analysis of individual data for one million adults in 61 prospective studies. Lancet 2002; 360:19031913.
  2. Culleton BF, McKay DW, Campbell NR. Performance of the automated BpTRU measurement device in the assessment of white-coat hypertension and white-coat effect. Blood Press Monit 2006; 11:3742.
  3. Mancia G, Parati G, Pomidossi G, Grassi G, Casadei R, Zanchetti A. Alerting reaction and rise in blood pressure during measurement by physician and nurse. Hypertension 1987; 9:209215.
  4. Mancia G, Sega R, Bravi C, et al. Ambulatory blood pressure normality: results from the PAMELA study. J Hypertens 1995; 13:13771390.
  5. Ohkubo T, Kikuya M, Metoki H, et al. Prognosis of “masked” hypertension and “white-coat” hypertension detected by 24-h ambulatory blood pressure monitoring 10-year follow-up from the Ohasama study. J Am Coll Cardiol 2005; 46:508515.
  6. Kotsis V, Stabouli S, Toumanidis S, et al. Target organ damage in “white coat hypertension” and “masked hypertension.” Am J Hypertens 2008; 21:393399.
  7. Obara T, Ohkubo T, Funahashi J, et al. Isolated uncontrolled hypertension at home and in the office among treated hypertensive patients from the J-HOME study. J Hypertens 2005; 23:16531660.
  8. Pickering TG DK, Rafey MA, Schwartz J, Gerin W. Masked hypertension: are those with normal office but elevated ambulatory blood pressure at risk? J Hypertens 2002; 20( suppl 4):176.
  9. Pickering TG, Hall JE, Appel LJ. Recommendations for blood pressure measurement in humans and experimental animals: part 1: blood pressure measurement in humans: a statement for professionals from the Subcommittee of Professional and Public Education of the American Heart Association Council on High Blood Pressure Research. Circulation 2005; 111:697716.
  10. Pogue V, Rahman M, Lipkowitz M, et al. Disparate estimates of hypertension control from ambulatory and clinic blood pressure measurements in hypertensive kidney disease. Hypertension 2009; 53:2027.
  11. Agodoa LY, Appel L, Bakris GL, et al. Effect of ramipril vs amlodipine on renal outcomes in hypertensive nephrosclerosis: a randomized controlled trial. JAMA 2001; 285:27192728.
  12. Ohkubo T, Hozawa A, Yamaguchi J, et al. Prognostic significance of the nocturnal decline in blood pressure in individuals with and without high 24-h blood pressure: the Ohasama study. J Hypertens 2002; 20:21832189.
  13. Brotman DJ, Davidson MB, Boumitri M, Vidt DG. Impaired diurnal blood pressure variation and all-cause mortality. Am J Hypertens 2008; 21:9297.
  14. Lurbe E, Redon J, Kesani A, et al. Increase in nocturnal blood pressure and progression to microalbuminuria in type 1 diabetes. N Engl J Med 2002; 347:797805.
  15. Davidson MB, Hix JK, Vidt DG, Brotman DJ. Association of impaired diurnal blood pressure variation with a subsequent decline in glo-merular filtration rate. Arch Intern Med 2006; 166:846852.
  16. White WB, Larocca GM. Improving the utility of the nocturnal hypertension definition by using absolute sleep blood pressure rather than the “dipping” proportion. Am J Cardiol 2003; 92:14391441.
  17. Myers MG, Valdivieso M, Kiss A. Use of automated office blood pressure measurement to reduce the white coat response. J Hypertens 2009; 27:280286.
  18. Perloff D, Sokolow M, Cowan R. The prognostic value of ambulatory blood pressures. JAMA 1983; 249:27922798.
  19. Clement DL, De Buyzere ML, De Bacquer DA, et al. Prognostic value of ambulatory blood-pressure recordings in patients with treated hypertension. N Engl J Med 2003; 348:24072415.
  20. Verdecchia P, Reboldi G, Porcellati C, et al. Risk of cardiovascular disease in relation to achieved office and ambulatory blood pressure control in treated hypertensive subjects. J Am Coll Cardiol 2002; 39:878885.
  21. Mansia G, De Backer G, Dominiczak A, et al. 2007 ESH-ESC Guidelines for the management of arterial hypertension: the task force for the management of arterial hypertension of the European Society of Hypertension (ESH) and of the European Society of Cardiology (ESC). Blood Press 2007; 16:135232.
  22. Green BB, Cook AJ, Ralston JD, et al. Effectiveness of home blood pressure monitoring, Web communication, and pharmacist care on hypertension control: a randomized controlled trial. JAMA 2008; 299:28572867.
  23. Mohamed F. On chronic Bright’s disease, and its essential symptoms. Lancet 1879; 1:399401.
  24. Liew Y, Rafey MA, Allam S, Arrigain S, Butler R, Schreiber M. Blood pressure goals and arterial stiffness in chronic kidney disease. J Clin Hypertens (Greenwich) 2009; 11:201206.
  25. O’Rourke MF, Pauca A, Jiang XJ. Pulse wave analysis. Br J Clin Pharmacol 2001; 51:507522.
  26. Najjar SS, Scuteri A, Shetty V, et al. Pulse wave velocity is an independent predictor of the longitudinal increase in systolic blood pressure and of incident hypertension in the Baltimore Longitudinal Study of Aging. J Am Coll Cardiol 2008; 51:13771383.
  27. Sanchez RA, Ayala M, Baglivo H, et al. Latin American guidelines on hypertension. J Hypertens 2009; 27:905922.
  28. Japanese Society of Hypertension. The Japanese Society of Hypertension Committee for Guidelines for the Management of Hypertension: Measurement and clinical evaluation of blood pressure. Hypertens Res 2009; 32:1123.
  29. Dubos RJ. Man Adapting. New Haven, CT: Yale University Press, 1980.
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Medical Grand Rounds articles are based on editorial transcripts from Education Institute Department of Medicine Grand Rounds presentations at Cleveland Clinic. They are approved by the author but are not peer-reviewed.

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Related Articles

Hypertension is difficult to diagnose, and its treatment is difficult to monitor optimally on the basis of traditional office blood pressure measurements. To better protect our patients from the effects of undiagnosed or poorly controlled hypertension, we need to consider other options, such as ambulatory 24-hour blood pressure monitoring, automated measurement in the office, measurement in the patient’s home, and devices that analyze the peripheral pulse wave to estimate the central blood pressure and other indices of arterial stiffness.

MANUAL OFFICE MEASUREMENT HAS INHERENT LIMITATIONS

Office blood pressure measurements do provide enormous information about cardiovascular risk and the risk of death, as shown in epidemiologic studies. A meta-analysis1 of 61 prospective observational studies that included more than 1 million patients showed that office blood pressure levels clearly correlate with increased risk of death from cardiovascular disease and stroke.

But blood pressure is a dynamic measure with inherent minute-to-minute variability, and measurement will not be accurate if the correct technique is not followed. Traditional office sphygmomanometry is a snapshot and does not accurately reflect a patient’s blood pressure in the real world and in real time.

Recently, unique patterns of blood pressure have been identified that may not be detected in the physician’s office. It is clear from several clinical trials that some patients’ blood pressure is transiently elevated in the first few minutes during office measurements (the “white coat effect”). In addition, when office measurements are compared with out-of-office measurements, several patterns of hypertension emerge that have prognostic value. These patterns are white coat hypertension, masked hypertension, nocturnal hypertension, and failure of the blood pressure to dip during sleep.

WHITE COAT EFFECT

The white coat effect is described as a transient elevation in office blood pressure caused by an alerting reaction when the pressure is measured by a physician or a nurse. It may last for several minutes. The magnitude of blood pressure elevation has been noted to be higher when measured by a physician than when measured by a nurse. Multiple blood pressure measurements taken over 5 to 10 minutes help eliminate the white coat effect. In a recent study,2 36% of patients with hypertension demonstrated the white coat effect.

In a study by Mancia et al,3 46 patients underwent intra-arterial blood pressure monitoring for 2 days, during which time a physician or a nurse would check their blood pressure repeatedly over 10 minutes. This study found that most patients demonstrated the white coat effect: the blood pressure was higher in the first few measurements, but came down after 5 minutes. The white coat effect was as much as 22.6 ± 1.8 mm Hg when blood pressure was measured by a physician and was lower when measured by a nurse.

WHITE COAT HYPERTENSION

In contrast to the white coat effect, which is transient, white coat hypertension is defined as persistent elevation of office blood pressure measurements with normal blood pressure levels when measured outside the physician’s office. Depending on the population sampled, the prevalence of white coat hypertension ranges from 12% to 20%, but this is understandably difficult or almost impossible to detect with traditional office blood pressure measurements alone.4–7

MASKED HYPERTENSION

Patients with normal blood pressure in the physician’s office but high blood pressure during daily life were found to have a higher risk of cardiovascular events. This condition is called masked hypertension.8 For clinicians, the danger lies in underestimating the patient’s risk of cardiovascular events and, thus, undertreating the hypertension. Preliminary data on masked hypertension show that the rates of end-organ damage and cardiovascular events are slightly higher in patients with masked hypertension than in patients with sustained hypertension.

NOCTURNAL HYPERTENSION

Elevated nighttime blood pressure (>125/75 mm Hg) is considered nocturnal hypertension and is generally considered a subgroup of masked hypertension.9

In the African American Study of Kidney Disease and Hypertension (AASK),10,11 although most patients achieved their blood pressure goal during the trial, they were noted to have relentless progression of renal disease. On ambulatory 24-hour blood pressure monitoring during the cohort phase of the study,10 a high prevalence of elevated nighttime blood pressure (66%) was found. Further analysis showed that the elevated nighttime blood pressure was associated with worse hypertension-related end-organ damage. It is still unclear if lowering nighttime blood pressure improves clinical outcomes in this high-risk population.

 

 

DIPPING VS NONDIPPING

The mean blood pressure during sleep should normally decrease by 10% to 20% compared with daytime readings. “Nondipping,” ie, the lack of this nocturnal dip in blood pressure, carries a higher risk of death from cardiovascular causes, even if the person is otherwise normotensive.12,13 Nondipping is commonly noted in African Americans, patients with diabetes, and those with chronic kidney disease.

A study by Lurbe et al14 of patients with type 1 diabetes mellitus who underwent ambulatory 24-hour blood pressure monitoring found that the onset of the nondipping phenomenon preceded microalbuminuria (a risk factor for kidney disease). Data from our institution15 showed that nondipping was associated with a greater decline in glomerular filtration rate when compared with dipping.

The lack of reproducibility of a person’s dipping status has been a barrier in relying on this as a prognostic measure. White and Larocca16 found that only about half of the patients who appeared to be nondippers on one 24-hour recording still were nondippers on a second recording 4 to 8 weeks later. Compared with nondipping, nocturnal hypertension is a more stable blood pressure pattern that is being increasingly recognized in patients undergoing 24-hour blood pressure monitoring.

AUTOMATIC BLOOD PRESSURE DEVICES

An automated in-office blood pressure measurement device is one way to minimize the white coat effect and obtain a more accurate blood pressure assessment. Devices such as BpTRU (BpTRU Medical Devices Ltd, Coquitlam, BC, Canada) are programmed to take a series of automatic, oscillometric readings at regular intervals while the patient is left alone in a quiet room. BpTRU has been validated in several clinical trials and has been shown to overcome the white coat effect to some extent. Myers et al17 compared 24-hour blood pressure readings with those obtained by a family physician, by a research technician, and by the BpTRU device and found that the BpTRU readings were much closer to the average of awake blood pressure readings on 24-hour blood pressure monitoring.

AMBULATORY 24-HOUR BLOOD PRESSURE MONITORING

Figure 1. Graph of ambulatory 24-hour blood pressure readings, with nocturnal dip.
Ambulatory blood pressure monitoring provides average blood pressure readings over a 24-hour period that correlate more closely with cardiovascular events when compared with office blood pressure readings alone. The patient wears a portable device that is programmed to automatically measure the blood pressure every 15 minutes during the day and every 30 minutes during the night, for 24 hours. These data are then transferred to a computer program that provides the average of 24-hour, awake-time, and sleep-time readings, as well as a graph of the patient’s blood pressure level during the 24-hour period (Figure 1). The data provide other valuable information, such as:

  • Presence or absence of the nocturnal dip (the normal 10% to 20% drop in blood pressure at night during sleep)
  • Morning surge (which in some studies was associated with higher incidence of stroke)
  • Supine hypertension and sudden fluctuations in blood pressure seen in patients with autonomic failure.

Studies have shown that basing antihypertensive therapy on ambulatory 24-hour blood pressure monitoring results in better control of hypertension and lowers the rate of cardiovascular events.18,19

Perloff et al18 found that in patients whose hypertension was considered well controlled on the basis of office blood pressure measurements, those with higher blood pressures on ambulatory 24-hour monitoring had higher cardiovascular morbidity and mortality rates.

More recently, Clement et al19 showed that patients being treated for hypertension who have higher average ambulatory 24-hour blood pressures had a higher risk of cardiovascular events and cardiovascular death.

After following 790 patients for 3.7 years, Verdecchia et al20 concluded that controlling hypertension on the basis of ambulatory 24-hour blood pressure readings rather than traditional office measurements lowered the risk of cardiovascular disease.

‘Normal’ blood pressure on ambulatory 24-hour monitoring

It should be noted that the normal average blood pressure on ambulatory 24-hour monitoring tends to be lower than that on traditional office readings. According to the 2007 European guidelines,21 an average 24-hour blood pressure above the range of 125/80 to 130/80 mm Hg is considered diagnostic of hypertension.

The bottom line on ambulatory 24-hour monitoring: Not perfect, but helpful

Ambulatory 24-hour blood pressure monitoring is not perfect. It interferes with the patient’s activities and with sleep, and this can affect the readings. It is also expensive, and Medicare and Medicaid cover it only if the patient is diagnosed with white coat hypertension, based on stringent criteria that include three elevated clinic blood pressure measurements and two normal out-of-clinic blood pressure measurements and no evidence of end-organ damage. Despite these issues, almost all national guidelines for the management of hypertension recommend ambulatory 24-hour blood pressure monitoring to improve cardiovascular risk prediction and to measure the variability in blood pressure levels.

 

 

USING THE INTERNET IN MANAGING HYPERTENSION

Green et al22 studied a new model of care using home blood pressure monitoring via the Internet, and provided feedback and intervention to the patient via a pharmacist to achieve blood pressure goals. Patients measured their blood pressure at home on at least 2 days a week (two measurements each time), using an automatic oscillometric monitor (Omron Hem-705-CP, Kyoto, Japan), and entered the results in an electronic medical record on the Internet. In the intervention group, a pharmacist communicated with each patient by either phone or e-mail every 2 weeks, making changes to their antihypertensive regimens as needed.

Patients in the intervention group had an average reduction in blood pressure of 14 mm Hg from baseline, and their blood pressure was much better controlled compared with the control groups, who were being passively monitored or were receiving usual care based on office blood pressure readings.

MEASURING ARTERIAL STIFFNESS TO ASSES RISK OF END-ORGAN DAMAGE

Mean arterial blood pressure, derived from the extremes of systolic and diastolic pressure as measured with a traditional sphygmomanometer, is a product of cardiac output and total peripheral vascular resistance. In contrast, central aortic blood pressure, the central augmentation index, and pulse wave velocity are measures derived from brachial blood pressure as well as arterial pulse wave tracings. They provide additional information on arterial stiffness and help stratify patients at increased cardiovascular risk.

The art of evaluating the arterial pulse wave with the fingertips while examining a patient and diagnosing various ailments was well known and practiced by ancient Greek and Chinese physicians. Although this was less recognized in Western medicine, it was the pulse wave recording on a sphygmograph that was used to measure human blood pressure in the 19th century.23 In the early 20th century, this art was lost with the invention of the mercury sphygmomanometer.

Figure 2.
With age or disease such as diabetes or hypercholesterolemia, arteries gradually lose their elastic properties and become larger and stiffer. With each contraction of the left ventricle during systole, a pulse wave is generated and propagated forward into the peripheral arterial system. This wave is then reflected back to the heart from the branching points of peripheral arteries. In normal arteries, the reflected wave merges with the forward-traveling wave in diastole and augments coronary blood flow.24 In arteries that are stiff due to aging or vascular comorbidities, the reflected wave returns faster and merges with the forward wave in systole. This results in a higher left ventricular afterload and decreased perfusion of coronary arteries, leading to left ventricular hypertrophy and increased arterial and central blood pressure (Figure 2).

Arterial stiffness indices—ie, central aortic blood pressure, the central augmentation index, and pulse wave velocity—can now be measured noninvasively and have been shown to correlate very well with measurements obtained via a central arterial catheter. In the past, the only way to measure central blood pressure was directly via a central arterial catheter. New devices now measure arterial stiffness indices indirectly by applanation tonometry and pulse wave analysis (reviewed by O’Rourke et al25).

Several trials have shown that these arterial indices have a better prognostic value than the mean arterial pressure or the brachial pulse pressure. For example, the Baltimore Longitudinal Study of Aging26 followed 100 normotensive individuals for 5 years and found that those with a higher pulse wave velocity had a greater chance of developing incident hypertension. Other studies showed that pulse wave velocity and other indices of arterial stiffness are associated with dysfunction of the microvasculature in the brain, with higher cardiovascular risk, and a higher risk of death.

A major limitation in measuring these arterial stiffness indices is that they are derived values and require measurement of brachial blood pressure in addition to the pulse wave tracing.

Recent hypertension guidelines21,27,28 released during the past 2 years in Europe, Latin America, and Japan have recommended measurement of arterial stiffness as part of a comprehensive evaluation of patients with hypertension.

EXCITING TIMES IN HYPERTENSION

These are exciting times in the field of hypertension. With advances in technology, we have new devices and techniques that provide a closer view of the hemodynamic changes and blood pressures experienced by vital organs. In addition, we can now go beyond the physician’s office and evaluate blood pressure changes that occur during the course of a usual day in a patient’s life. This enables us to make better decisions in the management of their hypertension, embodying Dr. Harvey Cushing’s teaching that the physician’s obligation is to “view the man in his world.”29

Hypertension is difficult to diagnose, and its treatment is difficult to monitor optimally on the basis of traditional office blood pressure measurements. To better protect our patients from the effects of undiagnosed or poorly controlled hypertension, we need to consider other options, such as ambulatory 24-hour blood pressure monitoring, automated measurement in the office, measurement in the patient’s home, and devices that analyze the peripheral pulse wave to estimate the central blood pressure and other indices of arterial stiffness.

MANUAL OFFICE MEASUREMENT HAS INHERENT LIMITATIONS

Office blood pressure measurements do provide enormous information about cardiovascular risk and the risk of death, as shown in epidemiologic studies. A meta-analysis1 of 61 prospective observational studies that included more than 1 million patients showed that office blood pressure levels clearly correlate with increased risk of death from cardiovascular disease and stroke.

But blood pressure is a dynamic measure with inherent minute-to-minute variability, and measurement will not be accurate if the correct technique is not followed. Traditional office sphygmomanometry is a snapshot and does not accurately reflect a patient’s blood pressure in the real world and in real time.

Recently, unique patterns of blood pressure have been identified that may not be detected in the physician’s office. It is clear from several clinical trials that some patients’ blood pressure is transiently elevated in the first few minutes during office measurements (the “white coat effect”). In addition, when office measurements are compared with out-of-office measurements, several patterns of hypertension emerge that have prognostic value. These patterns are white coat hypertension, masked hypertension, nocturnal hypertension, and failure of the blood pressure to dip during sleep.

WHITE COAT EFFECT

The white coat effect is described as a transient elevation in office blood pressure caused by an alerting reaction when the pressure is measured by a physician or a nurse. It may last for several minutes. The magnitude of blood pressure elevation has been noted to be higher when measured by a physician than when measured by a nurse. Multiple blood pressure measurements taken over 5 to 10 minutes help eliminate the white coat effect. In a recent study,2 36% of patients with hypertension demonstrated the white coat effect.

In a study by Mancia et al,3 46 patients underwent intra-arterial blood pressure monitoring for 2 days, during which time a physician or a nurse would check their blood pressure repeatedly over 10 minutes. This study found that most patients demonstrated the white coat effect: the blood pressure was higher in the first few measurements, but came down after 5 minutes. The white coat effect was as much as 22.6 ± 1.8 mm Hg when blood pressure was measured by a physician and was lower when measured by a nurse.

WHITE COAT HYPERTENSION

In contrast to the white coat effect, which is transient, white coat hypertension is defined as persistent elevation of office blood pressure measurements with normal blood pressure levels when measured outside the physician’s office. Depending on the population sampled, the prevalence of white coat hypertension ranges from 12% to 20%, but this is understandably difficult or almost impossible to detect with traditional office blood pressure measurements alone.4–7

MASKED HYPERTENSION

Patients with normal blood pressure in the physician’s office but high blood pressure during daily life were found to have a higher risk of cardiovascular events. This condition is called masked hypertension.8 For clinicians, the danger lies in underestimating the patient’s risk of cardiovascular events and, thus, undertreating the hypertension. Preliminary data on masked hypertension show that the rates of end-organ damage and cardiovascular events are slightly higher in patients with masked hypertension than in patients with sustained hypertension.

NOCTURNAL HYPERTENSION

Elevated nighttime blood pressure (>125/75 mm Hg) is considered nocturnal hypertension and is generally considered a subgroup of masked hypertension.9

In the African American Study of Kidney Disease and Hypertension (AASK),10,11 although most patients achieved their blood pressure goal during the trial, they were noted to have relentless progression of renal disease. On ambulatory 24-hour blood pressure monitoring during the cohort phase of the study,10 a high prevalence of elevated nighttime blood pressure (66%) was found. Further analysis showed that the elevated nighttime blood pressure was associated with worse hypertension-related end-organ damage. It is still unclear if lowering nighttime blood pressure improves clinical outcomes in this high-risk population.

 

 

DIPPING VS NONDIPPING

The mean blood pressure during sleep should normally decrease by 10% to 20% compared with daytime readings. “Nondipping,” ie, the lack of this nocturnal dip in blood pressure, carries a higher risk of death from cardiovascular causes, even if the person is otherwise normotensive.12,13 Nondipping is commonly noted in African Americans, patients with diabetes, and those with chronic kidney disease.

A study by Lurbe et al14 of patients with type 1 diabetes mellitus who underwent ambulatory 24-hour blood pressure monitoring found that the onset of the nondipping phenomenon preceded microalbuminuria (a risk factor for kidney disease). Data from our institution15 showed that nondipping was associated with a greater decline in glomerular filtration rate when compared with dipping.

The lack of reproducibility of a person’s dipping status has been a barrier in relying on this as a prognostic measure. White and Larocca16 found that only about half of the patients who appeared to be nondippers on one 24-hour recording still were nondippers on a second recording 4 to 8 weeks later. Compared with nondipping, nocturnal hypertension is a more stable blood pressure pattern that is being increasingly recognized in patients undergoing 24-hour blood pressure monitoring.

AUTOMATIC BLOOD PRESSURE DEVICES

An automated in-office blood pressure measurement device is one way to minimize the white coat effect and obtain a more accurate blood pressure assessment. Devices such as BpTRU (BpTRU Medical Devices Ltd, Coquitlam, BC, Canada) are programmed to take a series of automatic, oscillometric readings at regular intervals while the patient is left alone in a quiet room. BpTRU has been validated in several clinical trials and has been shown to overcome the white coat effect to some extent. Myers et al17 compared 24-hour blood pressure readings with those obtained by a family physician, by a research technician, and by the BpTRU device and found that the BpTRU readings were much closer to the average of awake blood pressure readings on 24-hour blood pressure monitoring.

AMBULATORY 24-HOUR BLOOD PRESSURE MONITORING

Figure 1. Graph of ambulatory 24-hour blood pressure readings, with nocturnal dip.
Ambulatory blood pressure monitoring provides average blood pressure readings over a 24-hour period that correlate more closely with cardiovascular events when compared with office blood pressure readings alone. The patient wears a portable device that is programmed to automatically measure the blood pressure every 15 minutes during the day and every 30 minutes during the night, for 24 hours. These data are then transferred to a computer program that provides the average of 24-hour, awake-time, and sleep-time readings, as well as a graph of the patient’s blood pressure level during the 24-hour period (Figure 1). The data provide other valuable information, such as:

  • Presence or absence of the nocturnal dip (the normal 10% to 20% drop in blood pressure at night during sleep)
  • Morning surge (which in some studies was associated with higher incidence of stroke)
  • Supine hypertension and sudden fluctuations in blood pressure seen in patients with autonomic failure.

Studies have shown that basing antihypertensive therapy on ambulatory 24-hour blood pressure monitoring results in better control of hypertension and lowers the rate of cardiovascular events.18,19

Perloff et al18 found that in patients whose hypertension was considered well controlled on the basis of office blood pressure measurements, those with higher blood pressures on ambulatory 24-hour monitoring had higher cardiovascular morbidity and mortality rates.

More recently, Clement et al19 showed that patients being treated for hypertension who have higher average ambulatory 24-hour blood pressures had a higher risk of cardiovascular events and cardiovascular death.

After following 790 patients for 3.7 years, Verdecchia et al20 concluded that controlling hypertension on the basis of ambulatory 24-hour blood pressure readings rather than traditional office measurements lowered the risk of cardiovascular disease.

‘Normal’ blood pressure on ambulatory 24-hour monitoring

It should be noted that the normal average blood pressure on ambulatory 24-hour monitoring tends to be lower than that on traditional office readings. According to the 2007 European guidelines,21 an average 24-hour blood pressure above the range of 125/80 to 130/80 mm Hg is considered diagnostic of hypertension.

The bottom line on ambulatory 24-hour monitoring: Not perfect, but helpful

Ambulatory 24-hour blood pressure monitoring is not perfect. It interferes with the patient’s activities and with sleep, and this can affect the readings. It is also expensive, and Medicare and Medicaid cover it only if the patient is diagnosed with white coat hypertension, based on stringent criteria that include three elevated clinic blood pressure measurements and two normal out-of-clinic blood pressure measurements and no evidence of end-organ damage. Despite these issues, almost all national guidelines for the management of hypertension recommend ambulatory 24-hour blood pressure monitoring to improve cardiovascular risk prediction and to measure the variability in blood pressure levels.

 

 

USING THE INTERNET IN MANAGING HYPERTENSION

Green et al22 studied a new model of care using home blood pressure monitoring via the Internet, and provided feedback and intervention to the patient via a pharmacist to achieve blood pressure goals. Patients measured their blood pressure at home on at least 2 days a week (two measurements each time), using an automatic oscillometric monitor (Omron Hem-705-CP, Kyoto, Japan), and entered the results in an electronic medical record on the Internet. In the intervention group, a pharmacist communicated with each patient by either phone or e-mail every 2 weeks, making changes to their antihypertensive regimens as needed.

Patients in the intervention group had an average reduction in blood pressure of 14 mm Hg from baseline, and their blood pressure was much better controlled compared with the control groups, who were being passively monitored or were receiving usual care based on office blood pressure readings.

MEASURING ARTERIAL STIFFNESS TO ASSES RISK OF END-ORGAN DAMAGE

Mean arterial blood pressure, derived from the extremes of systolic and diastolic pressure as measured with a traditional sphygmomanometer, is a product of cardiac output and total peripheral vascular resistance. In contrast, central aortic blood pressure, the central augmentation index, and pulse wave velocity are measures derived from brachial blood pressure as well as arterial pulse wave tracings. They provide additional information on arterial stiffness and help stratify patients at increased cardiovascular risk.

The art of evaluating the arterial pulse wave with the fingertips while examining a patient and diagnosing various ailments was well known and practiced by ancient Greek and Chinese physicians. Although this was less recognized in Western medicine, it was the pulse wave recording on a sphygmograph that was used to measure human blood pressure in the 19th century.23 In the early 20th century, this art was lost with the invention of the mercury sphygmomanometer.

Figure 2.
With age or disease such as diabetes or hypercholesterolemia, arteries gradually lose their elastic properties and become larger and stiffer. With each contraction of the left ventricle during systole, a pulse wave is generated and propagated forward into the peripheral arterial system. This wave is then reflected back to the heart from the branching points of peripheral arteries. In normal arteries, the reflected wave merges with the forward-traveling wave in diastole and augments coronary blood flow.24 In arteries that are stiff due to aging or vascular comorbidities, the reflected wave returns faster and merges with the forward wave in systole. This results in a higher left ventricular afterload and decreased perfusion of coronary arteries, leading to left ventricular hypertrophy and increased arterial and central blood pressure (Figure 2).

Arterial stiffness indices—ie, central aortic blood pressure, the central augmentation index, and pulse wave velocity—can now be measured noninvasively and have been shown to correlate very well with measurements obtained via a central arterial catheter. In the past, the only way to measure central blood pressure was directly via a central arterial catheter. New devices now measure arterial stiffness indices indirectly by applanation tonometry and pulse wave analysis (reviewed by O’Rourke et al25).

Several trials have shown that these arterial indices have a better prognostic value than the mean arterial pressure or the brachial pulse pressure. For example, the Baltimore Longitudinal Study of Aging26 followed 100 normotensive individuals for 5 years and found that those with a higher pulse wave velocity had a greater chance of developing incident hypertension. Other studies showed that pulse wave velocity and other indices of arterial stiffness are associated with dysfunction of the microvasculature in the brain, with higher cardiovascular risk, and a higher risk of death.

A major limitation in measuring these arterial stiffness indices is that they are derived values and require measurement of brachial blood pressure in addition to the pulse wave tracing.

Recent hypertension guidelines21,27,28 released during the past 2 years in Europe, Latin America, and Japan have recommended measurement of arterial stiffness as part of a comprehensive evaluation of patients with hypertension.

EXCITING TIMES IN HYPERTENSION

These are exciting times in the field of hypertension. With advances in technology, we have new devices and techniques that provide a closer view of the hemodynamic changes and blood pressures experienced by vital organs. In addition, we can now go beyond the physician’s office and evaluate blood pressure changes that occur during the course of a usual day in a patient’s life. This enables us to make better decisions in the management of their hypertension, embodying Dr. Harvey Cushing’s teaching that the physician’s obligation is to “view the man in his world.”29

References
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  2. Culleton BF, McKay DW, Campbell NR. Performance of the automated BpTRU measurement device in the assessment of white-coat hypertension and white-coat effect. Blood Press Monit 2006; 11:3742.
  3. Mancia G, Parati G, Pomidossi G, Grassi G, Casadei R, Zanchetti A. Alerting reaction and rise in blood pressure during measurement by physician and nurse. Hypertension 1987; 9:209215.
  4. Mancia G, Sega R, Bravi C, et al. Ambulatory blood pressure normality: results from the PAMELA study. J Hypertens 1995; 13:13771390.
  5. Ohkubo T, Kikuya M, Metoki H, et al. Prognosis of “masked” hypertension and “white-coat” hypertension detected by 24-h ambulatory blood pressure monitoring 10-year follow-up from the Ohasama study. J Am Coll Cardiol 2005; 46:508515.
  6. Kotsis V, Stabouli S, Toumanidis S, et al. Target organ damage in “white coat hypertension” and “masked hypertension.” Am J Hypertens 2008; 21:393399.
  7. Obara T, Ohkubo T, Funahashi J, et al. Isolated uncontrolled hypertension at home and in the office among treated hypertensive patients from the J-HOME study. J Hypertens 2005; 23:16531660.
  8. Pickering TG DK, Rafey MA, Schwartz J, Gerin W. Masked hypertension: are those with normal office but elevated ambulatory blood pressure at risk? J Hypertens 2002; 20( suppl 4):176.
  9. Pickering TG, Hall JE, Appel LJ. Recommendations for blood pressure measurement in humans and experimental animals: part 1: blood pressure measurement in humans: a statement for professionals from the Subcommittee of Professional and Public Education of the American Heart Association Council on High Blood Pressure Research. Circulation 2005; 111:697716.
  10. Pogue V, Rahman M, Lipkowitz M, et al. Disparate estimates of hypertension control from ambulatory and clinic blood pressure measurements in hypertensive kidney disease. Hypertension 2009; 53:2027.
  11. Agodoa LY, Appel L, Bakris GL, et al. Effect of ramipril vs amlodipine on renal outcomes in hypertensive nephrosclerosis: a randomized controlled trial. JAMA 2001; 285:27192728.
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  13. Brotman DJ, Davidson MB, Boumitri M, Vidt DG. Impaired diurnal blood pressure variation and all-cause mortality. Am J Hypertens 2008; 21:9297.
  14. Lurbe E, Redon J, Kesani A, et al. Increase in nocturnal blood pressure and progression to microalbuminuria in type 1 diabetes. N Engl J Med 2002; 347:797805.
  15. Davidson MB, Hix JK, Vidt DG, Brotman DJ. Association of impaired diurnal blood pressure variation with a subsequent decline in glo-merular filtration rate. Arch Intern Med 2006; 166:846852.
  16. White WB, Larocca GM. Improving the utility of the nocturnal hypertension definition by using absolute sleep blood pressure rather than the “dipping” proportion. Am J Cardiol 2003; 92:14391441.
  17. Myers MG, Valdivieso M, Kiss A. Use of automated office blood pressure measurement to reduce the white coat response. J Hypertens 2009; 27:280286.
  18. Perloff D, Sokolow M, Cowan R. The prognostic value of ambulatory blood pressures. JAMA 1983; 249:27922798.
  19. Clement DL, De Buyzere ML, De Bacquer DA, et al. Prognostic value of ambulatory blood-pressure recordings in patients with treated hypertension. N Engl J Med 2003; 348:24072415.
  20. Verdecchia P, Reboldi G, Porcellati C, et al. Risk of cardiovascular disease in relation to achieved office and ambulatory blood pressure control in treated hypertensive subjects. J Am Coll Cardiol 2002; 39:878885.
  21. Mansia G, De Backer G, Dominiczak A, et al. 2007 ESH-ESC Guidelines for the management of arterial hypertension: the task force for the management of arterial hypertension of the European Society of Hypertension (ESH) and of the European Society of Cardiology (ESC). Blood Press 2007; 16:135232.
  22. Green BB, Cook AJ, Ralston JD, et al. Effectiveness of home blood pressure monitoring, Web communication, and pharmacist care on hypertension control: a randomized controlled trial. JAMA 2008; 299:28572867.
  23. Mohamed F. On chronic Bright’s disease, and its essential symptoms. Lancet 1879; 1:399401.
  24. Liew Y, Rafey MA, Allam S, Arrigain S, Butler R, Schreiber M. Blood pressure goals and arterial stiffness in chronic kidney disease. J Clin Hypertens (Greenwich) 2009; 11:201206.
  25. O’Rourke MF, Pauca A, Jiang XJ. Pulse wave analysis. Br J Clin Pharmacol 2001; 51:507522.
  26. Najjar SS, Scuteri A, Shetty V, et al. Pulse wave velocity is an independent predictor of the longitudinal increase in systolic blood pressure and of incident hypertension in the Baltimore Longitudinal Study of Aging. J Am Coll Cardiol 2008; 51:13771383.
  27. Sanchez RA, Ayala M, Baglivo H, et al. Latin American guidelines on hypertension. J Hypertens 2009; 27:905922.
  28. Japanese Society of Hypertension. The Japanese Society of Hypertension Committee for Guidelines for the Management of Hypertension: Measurement and clinical evaluation of blood pressure. Hypertens Res 2009; 32:1123.
  29. Dubos RJ. Man Adapting. New Haven, CT: Yale University Press, 1980.
References
  1. Lewington S, Clarke R, Qizilbash N, Peto R, Collins R. Agespecific relevance of usual blood pressure to vascular mortality: a meta-analysis of individual data for one million adults in 61 prospective studies. Lancet 2002; 360:19031913.
  2. Culleton BF, McKay DW, Campbell NR. Performance of the automated BpTRU measurement device in the assessment of white-coat hypertension and white-coat effect. Blood Press Monit 2006; 11:3742.
  3. Mancia G, Parati G, Pomidossi G, Grassi G, Casadei R, Zanchetti A. Alerting reaction and rise in blood pressure during measurement by physician and nurse. Hypertension 1987; 9:209215.
  4. Mancia G, Sega R, Bravi C, et al. Ambulatory blood pressure normality: results from the PAMELA study. J Hypertens 1995; 13:13771390.
  5. Ohkubo T, Kikuya M, Metoki H, et al. Prognosis of “masked” hypertension and “white-coat” hypertension detected by 24-h ambulatory blood pressure monitoring 10-year follow-up from the Ohasama study. J Am Coll Cardiol 2005; 46:508515.
  6. Kotsis V, Stabouli S, Toumanidis S, et al. Target organ damage in “white coat hypertension” and “masked hypertension.” Am J Hypertens 2008; 21:393399.
  7. Obara T, Ohkubo T, Funahashi J, et al. Isolated uncontrolled hypertension at home and in the office among treated hypertensive patients from the J-HOME study. J Hypertens 2005; 23:16531660.
  8. Pickering TG DK, Rafey MA, Schwartz J, Gerin W. Masked hypertension: are those with normal office but elevated ambulatory blood pressure at risk? J Hypertens 2002; 20( suppl 4):176.
  9. Pickering TG, Hall JE, Appel LJ. Recommendations for blood pressure measurement in humans and experimental animals: part 1: blood pressure measurement in humans: a statement for professionals from the Subcommittee of Professional and Public Education of the American Heart Association Council on High Blood Pressure Research. Circulation 2005; 111:697716.
  10. Pogue V, Rahman M, Lipkowitz M, et al. Disparate estimates of hypertension control from ambulatory and clinic blood pressure measurements in hypertensive kidney disease. Hypertension 2009; 53:2027.
  11. Agodoa LY, Appel L, Bakris GL, et al. Effect of ramipril vs amlodipine on renal outcomes in hypertensive nephrosclerosis: a randomized controlled trial. JAMA 2001; 285:27192728.
  12. Ohkubo T, Hozawa A, Yamaguchi J, et al. Prognostic significance of the nocturnal decline in blood pressure in individuals with and without high 24-h blood pressure: the Ohasama study. J Hypertens 2002; 20:21832189.
  13. Brotman DJ, Davidson MB, Boumitri M, Vidt DG. Impaired diurnal blood pressure variation and all-cause mortality. Am J Hypertens 2008; 21:9297.
  14. Lurbe E, Redon J, Kesani A, et al. Increase in nocturnal blood pressure and progression to microalbuminuria in type 1 diabetes. N Engl J Med 2002; 347:797805.
  15. Davidson MB, Hix JK, Vidt DG, Brotman DJ. Association of impaired diurnal blood pressure variation with a subsequent decline in glo-merular filtration rate. Arch Intern Med 2006; 166:846852.
  16. White WB, Larocca GM. Improving the utility of the nocturnal hypertension definition by using absolute sleep blood pressure rather than the “dipping” proportion. Am J Cardiol 2003; 92:14391441.
  17. Myers MG, Valdivieso M, Kiss A. Use of automated office blood pressure measurement to reduce the white coat response. J Hypertens 2009; 27:280286.
  18. Perloff D, Sokolow M, Cowan R. The prognostic value of ambulatory blood pressures. JAMA 1983; 249:27922798.
  19. Clement DL, De Buyzere ML, De Bacquer DA, et al. Prognostic value of ambulatory blood-pressure recordings in patients with treated hypertension. N Engl J Med 2003; 348:24072415.
  20. Verdecchia P, Reboldi G, Porcellati C, et al. Risk of cardiovascular disease in relation to achieved office and ambulatory blood pressure control in treated hypertensive subjects. J Am Coll Cardiol 2002; 39:878885.
  21. Mansia G, De Backer G, Dominiczak A, et al. 2007 ESH-ESC Guidelines for the management of arterial hypertension: the task force for the management of arterial hypertension of the European Society of Hypertension (ESH) and of the European Society of Cardiology (ESC). Blood Press 2007; 16:135232.
  22. Green BB, Cook AJ, Ralston JD, et al. Effectiveness of home blood pressure monitoring, Web communication, and pharmacist care on hypertension control: a randomized controlled trial. JAMA 2008; 299:28572867.
  23. Mohamed F. On chronic Bright’s disease, and its essential symptoms. Lancet 1879; 1:399401.
  24. Liew Y, Rafey MA, Allam S, Arrigain S, Butler R, Schreiber M. Blood pressure goals and arterial stiffness in chronic kidney disease. J Clin Hypertens (Greenwich) 2009; 11:201206.
  25. O’Rourke MF, Pauca A, Jiang XJ. Pulse wave analysis. Br J Clin Pharmacol 2001; 51:507522.
  26. Najjar SS, Scuteri A, Shetty V, et al. Pulse wave velocity is an independent predictor of the longitudinal increase in systolic blood pressure and of incident hypertension in the Baltimore Longitudinal Study of Aging. J Am Coll Cardiol 2008; 51:13771383.
  27. Sanchez RA, Ayala M, Baglivo H, et al. Latin American guidelines on hypertension. J Hypertens 2009; 27:905922.
  28. Japanese Society of Hypertension. The Japanese Society of Hypertension Committee for Guidelines for the Management of Hypertension: Measurement and clinical evaluation of blood pressure. Hypertens Res 2009; 32:1123.
  29. Dubos RJ. Man Adapting. New Haven, CT: Yale University Press, 1980.
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KEY POINTS

  • Traditional office blood pressure measurements have diagnostic limitations, since they are only snapshots of a very dynamic variable.
  • Ambulatory 24-hour blood pressure monitoring is a useful and proven tool and can reveal nocturnal hypertension, a possible new marker of risk.
  • Automatic devices can be used in the clinician’s office to minimize the “white coat effect” and measure blood pressure accurately.
  • Pulse-wave analysis provides physiologic data on central blood pressure and arterial stiffness. This information may help in the early identification and management of patients at risk for end-organ damage.
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Autoimmune pancreatitis: A mimic of pancreatic cancer

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Autoimmune pancreatitis: A mimic of pancreatic cancer

A 66-year-old Korean man presented with a 2-week history of progressive jaundice, mild epigastric discomfort, and a weight loss of 12 lb. His serum bilirubin level was 5.8 mg/dL (reference range 0.0–1.5), and his alkaline phosphatase level was 325 U/L (20–120). Computed tomography (CT) revealed a 3-cm mass in the head of the pancreas.

Figure 1. Endoscopic ultrasonographic image showing fine-needle aspiration of a hypoechoic mass (arrow) in the head of the pancreas.
Endoscopic retrograde cholangiopancreatography (ERCP) revealed a tight stricture in the intrapancreatic portion of the common bile duct. Brush cytology was negative for malignant cells. A plastic stent was placed to help palliate the jaundice. Endoscopic ultrasonography done at the same time revealed a hypoechoic mass in the head of the pancreas abutting the portal vein. Endoscopic ultrasonography-guided fine-needle aspiration biopsy was negative for malignant cells (Figure 1).

Exploratory laparotomy revealed a fibrotic pancreas with a palpable mass in the pancreatic head. The mass was unresectable, as it was adhering to the portal vein. A choledochoduodenostomy (anastamosis of the common bile duct to the duodenum) was created for palliation of jaundice. Intraoperative core biopsy revealed destruction of the pancreatic acinar architecture by marked lymphoplasmacytic inflammation and lymphocytic and obliterative venulitis, consistent with autoimmune pancreatitis.

Immediately after surgery, his serum immunoglobulin G4 (IgG4) level was 380 mg/dL (reference range 1–112). His bilirubin and alkaline phosphatase values came down into the normal range in the immediate postoperative period, and his jaundice resolved after a few days.

A CHRONIC INFLAMMATORY CONDITION

Autoimmune pancreatitis is a chronic inflammatory condition with distinct clinical, radiographic, and histologic features.

Sarles et al,1 in 1961, were first to propose that autoimmunity may be a factor in chronic pancreatitis. Three decades later, autoimmune pancreatitis was codified as a separate disease on the basis of a case report of a patient with serum elevations of IgG and gamma globulin, pancreatic duct narrowing, lymphocytic infiltration, fibrosis, and a marked response to steroid therapy.2 Yet its pathogenesis remains poorly understood.

Extrapancreatic manifestations include sclerosing sialadenitis, sclerosing cholangitis, and retroperitoneal fibrosis.

Of note, autoimmune pancreatitis can mimic pancreatic adenocarcinoma clinically and radiographically. One must differentiate between the two disorders to prevent unnecessary surgery or delay in corticosteroid therapy.

RATES ARE POORLY DEFINED

The exact prevalence and incidence of autoimmune pancreatitis remain poorly defined. Most of the initial epidemiologic data have come from Japan and Korea. The prevalence was 0.7 per 100,000 patients in a survey of the Japanese population.3 Further studies are needed to ascertain its incidence and prevalence in the United States.

In patients with chronic pancreatitis, the estimated prevalence is between 4.6% and 6%, and 11% in patients undergoing pancreatic resection for suspected pancreatic cancer.4,5

Autoimmune pancreatitis appears to be a disease of the elderly, as most patients are more than 50 years old at diagnosis. Twice as many men as women are affected.5 Many patients have no history of alcohol abuse or other traditional risk factors for chronic pancreatitis.

CLINICAL PRESENTATION: PAINLESS JAUNDICE, WEIGHT LOSS

Table 1 lists the typical clinical features of autoimmune pancreatitis.

The most common clinical presentation is obstructive jaundice with little or no abdominal pain. In one series,4 65% of patients presented with painless jaundice secondary to biliary obstruction. Obstructive acute pancreatitis can occur, due to inflammatory strictures of the main pancreatic duct.

Weight loss results from impaired digestion and decreased appetite. Autoimmune pancreatitis is complicated by pancreatic exocrine insufficiency in 88% of cases6 and by endocrine dysfunction in 67%.3

Many patients have extrapancreatic lesions such as sclerosing sialadenitis, retroperitoneal fibrosis, and autoimmune sclerosing cholangitis.7 The cholangiographic appearance of autoimmune sclerosing cholangitis may resemble that of primary sclerosing cholangitis or cholangiocarcinoma. Less common extrapancreatic findings include interstitial nephritis and mediastinal adenopathy. These extrapancreatic findings do not always coincide with pancreatic inflammation. The histopathologic findings in extrapancreatic lesions parallel those in the pancreas.8

The patient described at the beginning of this article had several of these features, including painless jaundice, weight loss, elevated alkaline phosphatase, and an inflammatory pancreatic mass.

 

 

DIAGNOSIS IS IMPROVING

The diagnosis of autoimmune pancreatitis has improved, thanks to a growing awareness of the condition. The most widely accepted diagnostic criteria come from Korea, Japan, and the United States (Table 2).9–13 Efforts to establish international diagnostic criteria are under way.9,14

Laboratory findings

Serum amylase and lipase are neither sensitive nor specific for autoimmune pancreatitis. Usually, their values are within normal limits or only mildly elevated.

A cholestatic pattern of elevation (elevated alkaline phosphatase and bilirubin, with normal or only slightly elevated alanine and aspartate aminotransferases) is found in patients with an inflammatory mass in the pancreatic head and in those with autoimmune sclerosing cholangitis. In one series,4 pancreatic enzymes were elevated in only 3 (13%) of 17 cases, while cholestasis was present in 16 (94%).

Gamma globulin, total IgG, and IgG4 are commonly elevated in autoimmune pancreatitis. Serum IgG4 is considered the most sensitive and specific marker and is elevated in 63% to 94% of patients with autoimmune pancreatitis.4,15–17 Several studies found the diagnostic accuracy, sensitivity, and specificity to be highest (> 90%) when a cut point of 135 mg/dL was used.17,18 A subsequent study 15 revealed a sensitivity of 76% and a specificity of 93% using the same cut point. Recall that the IgG4 level in our patient was 380 mg/dL.

Autoantibodies that are elevated in autoimmune pancreatitis include antilactoferrin antibodies and anticarbonic anhydrase II antibodies. 19 Both are “organ-specific”: the former are found in pancreatic acinar cells, and the latter are found in ductal cells. The sensitivity of both antibodies is greater than 50% in patients with autoimmune pancreatitis. However, they are not often measured, since testing for them is not widely available.20,21

Antinuclear antibody and rheumatoid factor are also associated with autoimmune pancreatitis but are not very specific.

Radiographic findings

The most common radiographic feature is diffuse enlargement of the entire pancreas. The appearance of the gland is often described as “sausage-like,” a feature best seen with CT and magnetic resonance imaging (MRI).

Figure 2. Dual-phase helical computed tomography shows focal enlargement of the pancreatic tail (arrow) in a patient with autoimmune pancreatitis.
However, sometimes the pancreas is focally enlarged (ie, with an “inflammatory mass”) as in our patient (Figure 2). Delayed pancreatic enhancement on CT and MRI is due to inflammation, edema, and fibrosis.22

A well-defined capsule-like rim surrounding the pancreas is another common feature.23 This rim-enhancement is hypointense on T2 MRI, suggesting the presence of peripheral inflammation and fibrosis.

Calcifications and pseudocysts are rarely seen in autoimmune pancreatitis.

On ultrasonography, the involved pancreatic parenchyma appears hypoechoic, consistent with edema.

Endoscopic retrograde cholangiopancreatography

ERCP or magnetic resonance cholangiopancreatography may reveal segmental or diffuse narrowing of the main pancreatic duct.24,25 Bile-duct strictures may occur throughout the biliary tree.23

Autoimmune pancreatitis with biliary involvement must be distinguished from primary sclerosing cholangitis because the former responds to corticosteroid treatment. Cholangiographic features in primary sclerosing cholangitis include band-like strictures and a beaded or “pruned-tree” appearance, while autoimmune pancreatitis more commonly produces long strictures with prestenotic dilatation.26

ERCP allows temporary stents to be placed in obstructed segments of the biliary tree to open them up in the setting of acute cholangitis.

Biopsy guided by endoscopic ultrasonography

Some have proposed using endoscopic ultrasonography to guide biopsy in cases of suspected autoimmune pancreatitis.27,28

Fine-needle aspiration biopsy, guided by endoscopic ultrasonography, is frequently used to rule out adenocarcinoma. However, its yield for cancer is not perfect (about 70%–90%), so a negative biopsy does not rule out cancer. Further, autoimmune pancreatitis is rare, so a patient with a negative finding on fine-needle aspiration biopsy is still more likely to have cancer than autoimmune pancreatitis. In this case, the negative study should be combined with other information (eg, IgG4) to decide whether empiric treatment should be given.

Core biopsy, also guided by endoscopic ultrasonography, collects a greater amount of tissue for analysis and may allow the histologic diagnosis of autoimmune pancreatitis, but it carries a greater risk of bleeding. Also, its yield may be lower than initially thought. In one series, only 26% of ultrasonographically guided core samples from patients with confirmed autoimmune pancreatitis had diagnostic histologic features.29

New immunohistologic techniques are being developed to increase the yield from cytologic and tissue specimens.

 

 

Histopathologic findings

Figure 3. Autoimmune pancreatitis with intense and destructive fibroinflammatory replacement of normal pancreatic parenchyma. A focal atrophic lobule of residual acinar tissue can be seen in the upper right-hand corner (arrow).
On gross examination, the pancreas is firm and enlarged with gray-yellow discoloration.1,23,30 The typical lobular architecture is disturbed by diffuse fibrosis (Figure 3). In localized disease, the inflammatory mass is most often in the head of the pancreas. Our patient had features of fibrosis on gross examination during surgery, but he also had a focal inflammatory mass in the pancreatic head.

Histologic evaluation remains the gold standard for diagnosis. The histologic diagnosis can be made in patients who have any or all of the following three most common histologic features of autoimmune pancreatitis10,23,31–33:

  • Parenchymal and often periductal lymphoplasmacytic infiltration, which is typically florid in intensity
  • Storiform fibrosis
  • Obliterative phlebitis.

The histologic findings in our patient included lymphoplasmacytic infiltration and obliterative phlebitis, which were essential to establishing the diagnosis. In a series of 53 patients, parenchymal inflammation with periductal lymphoplasmacytic accentuation was found in all of them.33

Figure 4. IgG4 immunohistochemistry in autoimmune pancreatitis showing more than 30 stained plasma cells (brown cells) per 400X high-power field (dimethylaminoazobenzine chromagen and hematoxylin counterstain).
Infiltration. The lymphocytic response is dominated by CD4+ and CD8+ T lymphocytes. Plasma cells are abundant (> 10 per high-power field) and are positive for IgG4 on immunostaining (Figure 4).31,34,35 In one cohort,11 15 (94%) of 16 patients with autoimmune pancreatitis had abundant IgG4-positive cells in tissue obtained by pancreatic core biopsy. IgG4-positive plasmacytes can also be seen in involved extrapancreatic sites, such as the biliary tree, retroperitoneum, lymph nodes, and salivary glands.8

Biopsy of extrapancreatic sites, including the bile ducts and major duodenal papilla, may also facilitate the diagnosis.34,35 In a recent study,34 80% of autoimmune pancreatitis patients with pancreatic head involvement had significant numbers of IgG4-positive cells on biopsy of the major duodenal papilla. Biopsy of the periampullary duodenum may be a safer alternative to guided fine-needle aspiration or core biopsy.

In addition to lymphocytes, the inflammatory infiltrates in autoimmune pancreatitis may contain macrophages, mast cells, neutrophils, and eosinophils. Nonnecrotizing granulomas are occasionally seen, including periductal granulomas.

Fibrosis. Ductal luminal destruction can be seen in conjunction with fibrosis that thickens the duct wall and forms interlobular septa.33 Fibrosis may also affect the acinar tissue and produce profound lobular atrophy. In severe cases, the fibrotic changes can encompass large areas, with myofibroblasts arranged in a storiform pattern resembling an inflammatory pseudotumor.36

Phlebitis. The vascular changes in autoimmune pancreatitis have been underemphasized relative to the pancreatic parenchymal fibroinflammatory changes. Venulitis is seen mainly in small and medium-size pancreatic and peripancreatic veins. The inflammatory response and fibrosis disrupt the venous endothelium and often result in obliterative phlebitis.

Figure 5. Obliterative venulitis. Panel A shows a hematoxylin and eosin stain, which poorly visualizes obliterative venulitis. The artery is easily found (arrows); however, the paired venule is poorly seen. The lack of visualization of the venule suggests that it is obliterated by the inflammatory process. Panel B shows a Movat pentachrome stain of the same area. This confirms the highly specific obliterative and lymphocytic venulitis of autoimmune pancreatitis (arrows). Fibrosis and lymphoplasmacytic infiltration destroy the vein wall and disrupt its elastin fibers, resulting in narrowing and even occlusion.
The venous lesions can be notoriously difficult to see on hematoxylin and eosin staining alone, whereas the prominent elastin fiber disruption of vein walls in autoimmune pancreatitis is highlighted and made obvious on Movat staining (Figure 5).31 In a recent study,31 a Movat histochemical vascular stain had 100% sensitivity (in 15 cases of autoimmune pancreatitis) and 99% specificity (falsely identifying only 1 of 103 usual chronic pancreatitis, pancreatic cancer, and normal pancreatic controls) for lymphocytic and obliterative venulitis. Sixty-five percent to 100% of patients show obliterative phlebitis on histology enhanced with a Movat vascular stain.31,37 Movat vascular staining should be performed in conjunction with IgG4 immunohistochemistry for all suspected cases of autoimmune pancreatitis.31

However, Movat staining may not be available if an operative frozen section is being analyzed. In these cases, the venous lesions can be found by localizing the paired arteries, which are usually entirely normal and readily evident. If paired veins are not seen in this manner, a high level of suspicion should be raised for autoimmune pancreatitis with lymphocytic vein destruction.

 

 

CORTICOSTEROIDS ARE EFFECTIVE

Our patient’s jaundice temporarily resolved after his biliary bypass operation. If the diagnosis had been made earlier, he could have been treated with corticosteroids.

Corticosteroids have been used to treat autoimmune pancreatitis, with great success. (However, autoimmune pancreatitis occasional resolves spontaneously and stays in remission without corticosteroids.) A common regimen is oral prednisone 40 mg/day for 4 weeks and then tapered by 5 mg every 1 to 2 weeks. Patients who have a delayed response may receive long-term maintenance corticosteroid therapy (2.5–5 mg of oral prednisone).38–40

The radiographic and laboratory abnormalities typically resolve promptly with steroid therapy. A radiographic response is seen as early as 2 to 3 weeks, with normalization occurring in 4 to 6 weeks.40 Serum IgG4 levels decrease concurrently.38

Between 36% and 60% of patients with diabetes and autoimmune pancreatitis have better insulin secretion and glycemic control once corticosteroid therapy is started.3,6,38,40 Fifty percent of patients with exocrine insufficiency have functional improvement after corticosteroid therapy.6

Extrapancreatic lesions also improve with therapy.40,41 Obstructive jaundice may require endoscopic placement of a temporary biliary stent, but after a few weeks of steroid therapy the stent can usually be removed.

The decision to treat with corticosteroids is usually based on symptoms, imaging features (stricture or mass), a low suspicion of cancer (eg, negative biopsy), and an elevated IgG4. A histologic diagnosis of autoimmune pancreatitis is usually not available or required but may be sought through endoscopic ultrasonography-guided core biopsy or laparoscopic biopsy if the diagnosis is in doubt.

Another reasonable approach is an empiric trial of corticosteroids, reassessing the symptoms and repeating the imaging tests after 1 to 2 months. In fact, a response to corticosteroids is a component of most diagnostic criteria (Table 2).

Recurrence rates range from 6% to 32%.4,33,39,42,43 Patients who relapse after initial corticosteroid therapy may be treated again with prednisone in high doses (40 mg/day).38,41 Immunomodulatory therapy has been used successfully to treat relapsed disease in a single reported series: seven patients received either azathioprine (Imuran) 2 mg/kg daily or mycophenolate mofetil (Cell-Cept) 750 mg twice daily, and all remained in complete remission at a median follow-up of 6 months with no adverse events.44

In cases that fail to respond to corticosteroids, the diagnosis of autoimmune pancreatitis should be re-evaluated and surgery should be considered to look for cancer.

CASE CONTINUED

Our patient felt well at his 2-month follow-up visit. However, his serum alkaline phosphatase had increased to 649 U/L, and his serum IgG4 had increased to 980 mg/dL.

Figure 6. In panel A, endoscopic retrograde cholangiopancreatog-raphy (ERCP) prior to corticosteroid therapy shows a high-grade hilar stricture (large arrow) and intrahepatic strictures (small arrows). In panel B, ERCP 6 weeks after corticosteroid therapy shows resolution of the hilar stricture (arrows) and marked improvement in the intrahepatic strictures.
ERCP repeated via the biliary-enteric anastomosis revealed a high-grade hilar stricture and diffuse intrahepatic strictures (Figure 6). Brush cytology from the hilar stricture was negative for malignant cells. Prednisone 40 mg once daily was started to treat presumed biliary involvement of autoimmune pancreatitis.

ERCP repeated 6 weeks later showed that the hilar stricture had completely resolved, and the intrahepatic strictures had markedly improved (Figure 6). His serum alkaline phosphatase level was now 73 U/L, and his serum IgG4 was 231 mg/dL.

Almost 2 years after starting corticosteroid therapy, the patient has remained in good control and the prednisone has been tapered off completely. His latest laboratory values are alkaline phosphatase 70 U/L and IgG4 46 mg/dL.

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  38. Kamisawa T, Okamoto A, Wakabayashi T, Watanabe H, Sawabu N. Appropriate steroid therapy for autoimmune pancreatitis based on long-term outcome. Scand J Gastroenterol 2008; 43:609613.
  39. Hirano K, Tada M, Isayama H, et al. Long-term prognosis of autoimmune pancreatitis with and without corticosteroid treatment. Gut 2007; 56:17191724.
  40. Kamisawa T, Yoshiike M, Egawa N, Nakajima H, Tsuruta K, Okamoto A. Treating patients with autoimmune pancreatitis: results from a long-term follow-up study. Pancreatology 2005; 5:23438.
  41. Kamisawa T, Okamoto A. Prognosis of autoimmune pancreatitis. J Gastroenterol 2007; 42(suppl 18):5962.
  42. Takayama M, Hamano H, Ochi Y, et al. Recurrent attacks of autoimmune pancreatitis result in pancreatic stone formation. Am J Gastroenterol 2004; 99:932937.
  43. Wakabayashi T, Kawaura Y, Satomura Y, Watanabe H, Motoo Y, Sawabu N. Long-term prognosis of duct-narrowing chronic pancreatitis: strategy for steroid treatment. Pancreas 2005; 30:3139.
  44. Ghazale A, Chari ST. Optimising corticosteroid treatment for autoimmune pancreatitis. Gut 2007; 56:16501652.
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Mary Bronner, MD
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David Vogt, MD
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Tyler Stevens, MD
Digestive Disease Institute, Cleveland Clinic

Address: Tyler Stevens, MD, Digestive Disease Institute, A31, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

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Digestive Disease Institute, Cleveland Clinic

Address: Tyler Stevens, MD, Digestive Disease Institute, A31, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

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Department of General Internal Medicine, Cleveland Clinic

Mary Bronner, MD
Section Head, Morphologic Molecular Pathology, Pathology and Laboratory Medicine Institute, Cleveland Clinic

David Vogt, MD
Departments of Hepato-pancreatobiliary and Transplant Surgery, General Surgery, and Transplantation Center, Digestive Disease Institute, Cleveland Clinic

Tyler Stevens, MD
Digestive Disease Institute, Cleveland Clinic

Address: Tyler Stevens, MD, Digestive Disease Institute, A31, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

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A 66-year-old Korean man presented with a 2-week history of progressive jaundice, mild epigastric discomfort, and a weight loss of 12 lb. His serum bilirubin level was 5.8 mg/dL (reference range 0.0–1.5), and his alkaline phosphatase level was 325 U/L (20–120). Computed tomography (CT) revealed a 3-cm mass in the head of the pancreas.

Figure 1. Endoscopic ultrasonographic image showing fine-needle aspiration of a hypoechoic mass (arrow) in the head of the pancreas.
Endoscopic retrograde cholangiopancreatography (ERCP) revealed a tight stricture in the intrapancreatic portion of the common bile duct. Brush cytology was negative for malignant cells. A plastic stent was placed to help palliate the jaundice. Endoscopic ultrasonography done at the same time revealed a hypoechoic mass in the head of the pancreas abutting the portal vein. Endoscopic ultrasonography-guided fine-needle aspiration biopsy was negative for malignant cells (Figure 1).

Exploratory laparotomy revealed a fibrotic pancreas with a palpable mass in the pancreatic head. The mass was unresectable, as it was adhering to the portal vein. A choledochoduodenostomy (anastamosis of the common bile duct to the duodenum) was created for palliation of jaundice. Intraoperative core biopsy revealed destruction of the pancreatic acinar architecture by marked lymphoplasmacytic inflammation and lymphocytic and obliterative venulitis, consistent with autoimmune pancreatitis.

Immediately after surgery, his serum immunoglobulin G4 (IgG4) level was 380 mg/dL (reference range 1–112). His bilirubin and alkaline phosphatase values came down into the normal range in the immediate postoperative period, and his jaundice resolved after a few days.

A CHRONIC INFLAMMATORY CONDITION

Autoimmune pancreatitis is a chronic inflammatory condition with distinct clinical, radiographic, and histologic features.

Sarles et al,1 in 1961, were first to propose that autoimmunity may be a factor in chronic pancreatitis. Three decades later, autoimmune pancreatitis was codified as a separate disease on the basis of a case report of a patient with serum elevations of IgG and gamma globulin, pancreatic duct narrowing, lymphocytic infiltration, fibrosis, and a marked response to steroid therapy.2 Yet its pathogenesis remains poorly understood.

Extrapancreatic manifestations include sclerosing sialadenitis, sclerosing cholangitis, and retroperitoneal fibrosis.

Of note, autoimmune pancreatitis can mimic pancreatic adenocarcinoma clinically and radiographically. One must differentiate between the two disorders to prevent unnecessary surgery or delay in corticosteroid therapy.

RATES ARE POORLY DEFINED

The exact prevalence and incidence of autoimmune pancreatitis remain poorly defined. Most of the initial epidemiologic data have come from Japan and Korea. The prevalence was 0.7 per 100,000 patients in a survey of the Japanese population.3 Further studies are needed to ascertain its incidence and prevalence in the United States.

In patients with chronic pancreatitis, the estimated prevalence is between 4.6% and 6%, and 11% in patients undergoing pancreatic resection for suspected pancreatic cancer.4,5

Autoimmune pancreatitis appears to be a disease of the elderly, as most patients are more than 50 years old at diagnosis. Twice as many men as women are affected.5 Many patients have no history of alcohol abuse or other traditional risk factors for chronic pancreatitis.

CLINICAL PRESENTATION: PAINLESS JAUNDICE, WEIGHT LOSS

Table 1 lists the typical clinical features of autoimmune pancreatitis.

The most common clinical presentation is obstructive jaundice with little or no abdominal pain. In one series,4 65% of patients presented with painless jaundice secondary to biliary obstruction. Obstructive acute pancreatitis can occur, due to inflammatory strictures of the main pancreatic duct.

Weight loss results from impaired digestion and decreased appetite. Autoimmune pancreatitis is complicated by pancreatic exocrine insufficiency in 88% of cases6 and by endocrine dysfunction in 67%.3

Many patients have extrapancreatic lesions such as sclerosing sialadenitis, retroperitoneal fibrosis, and autoimmune sclerosing cholangitis.7 The cholangiographic appearance of autoimmune sclerosing cholangitis may resemble that of primary sclerosing cholangitis or cholangiocarcinoma. Less common extrapancreatic findings include interstitial nephritis and mediastinal adenopathy. These extrapancreatic findings do not always coincide with pancreatic inflammation. The histopathologic findings in extrapancreatic lesions parallel those in the pancreas.8

The patient described at the beginning of this article had several of these features, including painless jaundice, weight loss, elevated alkaline phosphatase, and an inflammatory pancreatic mass.

 

 

DIAGNOSIS IS IMPROVING

The diagnosis of autoimmune pancreatitis has improved, thanks to a growing awareness of the condition. The most widely accepted diagnostic criteria come from Korea, Japan, and the United States (Table 2).9–13 Efforts to establish international diagnostic criteria are under way.9,14

Laboratory findings

Serum amylase and lipase are neither sensitive nor specific for autoimmune pancreatitis. Usually, their values are within normal limits or only mildly elevated.

A cholestatic pattern of elevation (elevated alkaline phosphatase and bilirubin, with normal or only slightly elevated alanine and aspartate aminotransferases) is found in patients with an inflammatory mass in the pancreatic head and in those with autoimmune sclerosing cholangitis. In one series,4 pancreatic enzymes were elevated in only 3 (13%) of 17 cases, while cholestasis was present in 16 (94%).

Gamma globulin, total IgG, and IgG4 are commonly elevated in autoimmune pancreatitis. Serum IgG4 is considered the most sensitive and specific marker and is elevated in 63% to 94% of patients with autoimmune pancreatitis.4,15–17 Several studies found the diagnostic accuracy, sensitivity, and specificity to be highest (> 90%) when a cut point of 135 mg/dL was used.17,18 A subsequent study 15 revealed a sensitivity of 76% and a specificity of 93% using the same cut point. Recall that the IgG4 level in our patient was 380 mg/dL.

Autoantibodies that are elevated in autoimmune pancreatitis include antilactoferrin antibodies and anticarbonic anhydrase II antibodies. 19 Both are “organ-specific”: the former are found in pancreatic acinar cells, and the latter are found in ductal cells. The sensitivity of both antibodies is greater than 50% in patients with autoimmune pancreatitis. However, they are not often measured, since testing for them is not widely available.20,21

Antinuclear antibody and rheumatoid factor are also associated with autoimmune pancreatitis but are not very specific.

Radiographic findings

The most common radiographic feature is diffuse enlargement of the entire pancreas. The appearance of the gland is often described as “sausage-like,” a feature best seen with CT and magnetic resonance imaging (MRI).

Figure 2. Dual-phase helical computed tomography shows focal enlargement of the pancreatic tail (arrow) in a patient with autoimmune pancreatitis.
However, sometimes the pancreas is focally enlarged (ie, with an “inflammatory mass”) as in our patient (Figure 2). Delayed pancreatic enhancement on CT and MRI is due to inflammation, edema, and fibrosis.22

A well-defined capsule-like rim surrounding the pancreas is another common feature.23 This rim-enhancement is hypointense on T2 MRI, suggesting the presence of peripheral inflammation and fibrosis.

Calcifications and pseudocysts are rarely seen in autoimmune pancreatitis.

On ultrasonography, the involved pancreatic parenchyma appears hypoechoic, consistent with edema.

Endoscopic retrograde cholangiopancreatography

ERCP or magnetic resonance cholangiopancreatography may reveal segmental or diffuse narrowing of the main pancreatic duct.24,25 Bile-duct strictures may occur throughout the biliary tree.23

Autoimmune pancreatitis with biliary involvement must be distinguished from primary sclerosing cholangitis because the former responds to corticosteroid treatment. Cholangiographic features in primary sclerosing cholangitis include band-like strictures and a beaded or “pruned-tree” appearance, while autoimmune pancreatitis more commonly produces long strictures with prestenotic dilatation.26

ERCP allows temporary stents to be placed in obstructed segments of the biliary tree to open them up in the setting of acute cholangitis.

Biopsy guided by endoscopic ultrasonography

Some have proposed using endoscopic ultrasonography to guide biopsy in cases of suspected autoimmune pancreatitis.27,28

Fine-needle aspiration biopsy, guided by endoscopic ultrasonography, is frequently used to rule out adenocarcinoma. However, its yield for cancer is not perfect (about 70%–90%), so a negative biopsy does not rule out cancer. Further, autoimmune pancreatitis is rare, so a patient with a negative finding on fine-needle aspiration biopsy is still more likely to have cancer than autoimmune pancreatitis. In this case, the negative study should be combined with other information (eg, IgG4) to decide whether empiric treatment should be given.

Core biopsy, also guided by endoscopic ultrasonography, collects a greater amount of tissue for analysis and may allow the histologic diagnosis of autoimmune pancreatitis, but it carries a greater risk of bleeding. Also, its yield may be lower than initially thought. In one series, only 26% of ultrasonographically guided core samples from patients with confirmed autoimmune pancreatitis had diagnostic histologic features.29

New immunohistologic techniques are being developed to increase the yield from cytologic and tissue specimens.

 

 

Histopathologic findings

Figure 3. Autoimmune pancreatitis with intense and destructive fibroinflammatory replacement of normal pancreatic parenchyma. A focal atrophic lobule of residual acinar tissue can be seen in the upper right-hand corner (arrow).
On gross examination, the pancreas is firm and enlarged with gray-yellow discoloration.1,23,30 The typical lobular architecture is disturbed by diffuse fibrosis (Figure 3). In localized disease, the inflammatory mass is most often in the head of the pancreas. Our patient had features of fibrosis on gross examination during surgery, but he also had a focal inflammatory mass in the pancreatic head.

Histologic evaluation remains the gold standard for diagnosis. The histologic diagnosis can be made in patients who have any or all of the following three most common histologic features of autoimmune pancreatitis10,23,31–33:

  • Parenchymal and often periductal lymphoplasmacytic infiltration, which is typically florid in intensity
  • Storiform fibrosis
  • Obliterative phlebitis.

The histologic findings in our patient included lymphoplasmacytic infiltration and obliterative phlebitis, which were essential to establishing the diagnosis. In a series of 53 patients, parenchymal inflammation with periductal lymphoplasmacytic accentuation was found in all of them.33

Figure 4. IgG4 immunohistochemistry in autoimmune pancreatitis showing more than 30 stained plasma cells (brown cells) per 400X high-power field (dimethylaminoazobenzine chromagen and hematoxylin counterstain).
Infiltration. The lymphocytic response is dominated by CD4+ and CD8+ T lymphocytes. Plasma cells are abundant (> 10 per high-power field) and are positive for IgG4 on immunostaining (Figure 4).31,34,35 In one cohort,11 15 (94%) of 16 patients with autoimmune pancreatitis had abundant IgG4-positive cells in tissue obtained by pancreatic core biopsy. IgG4-positive plasmacytes can also be seen in involved extrapancreatic sites, such as the biliary tree, retroperitoneum, lymph nodes, and salivary glands.8

Biopsy of extrapancreatic sites, including the bile ducts and major duodenal papilla, may also facilitate the diagnosis.34,35 In a recent study,34 80% of autoimmune pancreatitis patients with pancreatic head involvement had significant numbers of IgG4-positive cells on biopsy of the major duodenal papilla. Biopsy of the periampullary duodenum may be a safer alternative to guided fine-needle aspiration or core biopsy.

In addition to lymphocytes, the inflammatory infiltrates in autoimmune pancreatitis may contain macrophages, mast cells, neutrophils, and eosinophils. Nonnecrotizing granulomas are occasionally seen, including periductal granulomas.

Fibrosis. Ductal luminal destruction can be seen in conjunction with fibrosis that thickens the duct wall and forms interlobular septa.33 Fibrosis may also affect the acinar tissue and produce profound lobular atrophy. In severe cases, the fibrotic changes can encompass large areas, with myofibroblasts arranged in a storiform pattern resembling an inflammatory pseudotumor.36

Phlebitis. The vascular changes in autoimmune pancreatitis have been underemphasized relative to the pancreatic parenchymal fibroinflammatory changes. Venulitis is seen mainly in small and medium-size pancreatic and peripancreatic veins. The inflammatory response and fibrosis disrupt the venous endothelium and often result in obliterative phlebitis.

Figure 5. Obliterative venulitis. Panel A shows a hematoxylin and eosin stain, which poorly visualizes obliterative venulitis. The artery is easily found (arrows); however, the paired venule is poorly seen. The lack of visualization of the venule suggests that it is obliterated by the inflammatory process. Panel B shows a Movat pentachrome stain of the same area. This confirms the highly specific obliterative and lymphocytic venulitis of autoimmune pancreatitis (arrows). Fibrosis and lymphoplasmacytic infiltration destroy the vein wall and disrupt its elastin fibers, resulting in narrowing and even occlusion.
The venous lesions can be notoriously difficult to see on hematoxylin and eosin staining alone, whereas the prominent elastin fiber disruption of vein walls in autoimmune pancreatitis is highlighted and made obvious on Movat staining (Figure 5).31 In a recent study,31 a Movat histochemical vascular stain had 100% sensitivity (in 15 cases of autoimmune pancreatitis) and 99% specificity (falsely identifying only 1 of 103 usual chronic pancreatitis, pancreatic cancer, and normal pancreatic controls) for lymphocytic and obliterative venulitis. Sixty-five percent to 100% of patients show obliterative phlebitis on histology enhanced with a Movat vascular stain.31,37 Movat vascular staining should be performed in conjunction with IgG4 immunohistochemistry for all suspected cases of autoimmune pancreatitis.31

However, Movat staining may not be available if an operative frozen section is being analyzed. In these cases, the venous lesions can be found by localizing the paired arteries, which are usually entirely normal and readily evident. If paired veins are not seen in this manner, a high level of suspicion should be raised for autoimmune pancreatitis with lymphocytic vein destruction.

 

 

CORTICOSTEROIDS ARE EFFECTIVE

Our patient’s jaundice temporarily resolved after his biliary bypass operation. If the diagnosis had been made earlier, he could have been treated with corticosteroids.

Corticosteroids have been used to treat autoimmune pancreatitis, with great success. (However, autoimmune pancreatitis occasional resolves spontaneously and stays in remission without corticosteroids.) A common regimen is oral prednisone 40 mg/day for 4 weeks and then tapered by 5 mg every 1 to 2 weeks. Patients who have a delayed response may receive long-term maintenance corticosteroid therapy (2.5–5 mg of oral prednisone).38–40

The radiographic and laboratory abnormalities typically resolve promptly with steroid therapy. A radiographic response is seen as early as 2 to 3 weeks, with normalization occurring in 4 to 6 weeks.40 Serum IgG4 levels decrease concurrently.38

Between 36% and 60% of patients with diabetes and autoimmune pancreatitis have better insulin secretion and glycemic control once corticosteroid therapy is started.3,6,38,40 Fifty percent of patients with exocrine insufficiency have functional improvement after corticosteroid therapy.6

Extrapancreatic lesions also improve with therapy.40,41 Obstructive jaundice may require endoscopic placement of a temporary biliary stent, but after a few weeks of steroid therapy the stent can usually be removed.

The decision to treat with corticosteroids is usually based on symptoms, imaging features (stricture or mass), a low suspicion of cancer (eg, negative biopsy), and an elevated IgG4. A histologic diagnosis of autoimmune pancreatitis is usually not available or required but may be sought through endoscopic ultrasonography-guided core biopsy or laparoscopic biopsy if the diagnosis is in doubt.

Another reasonable approach is an empiric trial of corticosteroids, reassessing the symptoms and repeating the imaging tests after 1 to 2 months. In fact, a response to corticosteroids is a component of most diagnostic criteria (Table 2).

Recurrence rates range from 6% to 32%.4,33,39,42,43 Patients who relapse after initial corticosteroid therapy may be treated again with prednisone in high doses (40 mg/day).38,41 Immunomodulatory therapy has been used successfully to treat relapsed disease in a single reported series: seven patients received either azathioprine (Imuran) 2 mg/kg daily or mycophenolate mofetil (Cell-Cept) 750 mg twice daily, and all remained in complete remission at a median follow-up of 6 months with no adverse events.44

In cases that fail to respond to corticosteroids, the diagnosis of autoimmune pancreatitis should be re-evaluated and surgery should be considered to look for cancer.

CASE CONTINUED

Our patient felt well at his 2-month follow-up visit. However, his serum alkaline phosphatase had increased to 649 U/L, and his serum IgG4 had increased to 980 mg/dL.

Figure 6. In panel A, endoscopic retrograde cholangiopancreatog-raphy (ERCP) prior to corticosteroid therapy shows a high-grade hilar stricture (large arrow) and intrahepatic strictures (small arrows). In panel B, ERCP 6 weeks after corticosteroid therapy shows resolution of the hilar stricture (arrows) and marked improvement in the intrahepatic strictures.
ERCP repeated via the biliary-enteric anastomosis revealed a high-grade hilar stricture and diffuse intrahepatic strictures (Figure 6). Brush cytology from the hilar stricture was negative for malignant cells. Prednisone 40 mg once daily was started to treat presumed biliary involvement of autoimmune pancreatitis.

ERCP repeated 6 weeks later showed that the hilar stricture had completely resolved, and the intrahepatic strictures had markedly improved (Figure 6). His serum alkaline phosphatase level was now 73 U/L, and his serum IgG4 was 231 mg/dL.

Almost 2 years after starting corticosteroid therapy, the patient has remained in good control and the prednisone has been tapered off completely. His latest laboratory values are alkaline phosphatase 70 U/L and IgG4 46 mg/dL.

A 66-year-old Korean man presented with a 2-week history of progressive jaundice, mild epigastric discomfort, and a weight loss of 12 lb. His serum bilirubin level was 5.8 mg/dL (reference range 0.0–1.5), and his alkaline phosphatase level was 325 U/L (20–120). Computed tomography (CT) revealed a 3-cm mass in the head of the pancreas.

Figure 1. Endoscopic ultrasonographic image showing fine-needle aspiration of a hypoechoic mass (arrow) in the head of the pancreas.
Endoscopic retrograde cholangiopancreatography (ERCP) revealed a tight stricture in the intrapancreatic portion of the common bile duct. Brush cytology was negative for malignant cells. A plastic stent was placed to help palliate the jaundice. Endoscopic ultrasonography done at the same time revealed a hypoechoic mass in the head of the pancreas abutting the portal vein. Endoscopic ultrasonography-guided fine-needle aspiration biopsy was negative for malignant cells (Figure 1).

Exploratory laparotomy revealed a fibrotic pancreas with a palpable mass in the pancreatic head. The mass was unresectable, as it was adhering to the portal vein. A choledochoduodenostomy (anastamosis of the common bile duct to the duodenum) was created for palliation of jaundice. Intraoperative core biopsy revealed destruction of the pancreatic acinar architecture by marked lymphoplasmacytic inflammation and lymphocytic and obliterative venulitis, consistent with autoimmune pancreatitis.

Immediately after surgery, his serum immunoglobulin G4 (IgG4) level was 380 mg/dL (reference range 1–112). His bilirubin and alkaline phosphatase values came down into the normal range in the immediate postoperative period, and his jaundice resolved after a few days.

A CHRONIC INFLAMMATORY CONDITION

Autoimmune pancreatitis is a chronic inflammatory condition with distinct clinical, radiographic, and histologic features.

Sarles et al,1 in 1961, were first to propose that autoimmunity may be a factor in chronic pancreatitis. Three decades later, autoimmune pancreatitis was codified as a separate disease on the basis of a case report of a patient with serum elevations of IgG and gamma globulin, pancreatic duct narrowing, lymphocytic infiltration, fibrosis, and a marked response to steroid therapy.2 Yet its pathogenesis remains poorly understood.

Extrapancreatic manifestations include sclerosing sialadenitis, sclerosing cholangitis, and retroperitoneal fibrosis.

Of note, autoimmune pancreatitis can mimic pancreatic adenocarcinoma clinically and radiographically. One must differentiate between the two disorders to prevent unnecessary surgery or delay in corticosteroid therapy.

RATES ARE POORLY DEFINED

The exact prevalence and incidence of autoimmune pancreatitis remain poorly defined. Most of the initial epidemiologic data have come from Japan and Korea. The prevalence was 0.7 per 100,000 patients in a survey of the Japanese population.3 Further studies are needed to ascertain its incidence and prevalence in the United States.

In patients with chronic pancreatitis, the estimated prevalence is between 4.6% and 6%, and 11% in patients undergoing pancreatic resection for suspected pancreatic cancer.4,5

Autoimmune pancreatitis appears to be a disease of the elderly, as most patients are more than 50 years old at diagnosis. Twice as many men as women are affected.5 Many patients have no history of alcohol abuse or other traditional risk factors for chronic pancreatitis.

CLINICAL PRESENTATION: PAINLESS JAUNDICE, WEIGHT LOSS

Table 1 lists the typical clinical features of autoimmune pancreatitis.

The most common clinical presentation is obstructive jaundice with little or no abdominal pain. In one series,4 65% of patients presented with painless jaundice secondary to biliary obstruction. Obstructive acute pancreatitis can occur, due to inflammatory strictures of the main pancreatic duct.

Weight loss results from impaired digestion and decreased appetite. Autoimmune pancreatitis is complicated by pancreatic exocrine insufficiency in 88% of cases6 and by endocrine dysfunction in 67%.3

Many patients have extrapancreatic lesions such as sclerosing sialadenitis, retroperitoneal fibrosis, and autoimmune sclerosing cholangitis.7 The cholangiographic appearance of autoimmune sclerosing cholangitis may resemble that of primary sclerosing cholangitis or cholangiocarcinoma. Less common extrapancreatic findings include interstitial nephritis and mediastinal adenopathy. These extrapancreatic findings do not always coincide with pancreatic inflammation. The histopathologic findings in extrapancreatic lesions parallel those in the pancreas.8

The patient described at the beginning of this article had several of these features, including painless jaundice, weight loss, elevated alkaline phosphatase, and an inflammatory pancreatic mass.

 

 

DIAGNOSIS IS IMPROVING

The diagnosis of autoimmune pancreatitis has improved, thanks to a growing awareness of the condition. The most widely accepted diagnostic criteria come from Korea, Japan, and the United States (Table 2).9–13 Efforts to establish international diagnostic criteria are under way.9,14

Laboratory findings

Serum amylase and lipase are neither sensitive nor specific for autoimmune pancreatitis. Usually, their values are within normal limits or only mildly elevated.

A cholestatic pattern of elevation (elevated alkaline phosphatase and bilirubin, with normal or only slightly elevated alanine and aspartate aminotransferases) is found in patients with an inflammatory mass in the pancreatic head and in those with autoimmune sclerosing cholangitis. In one series,4 pancreatic enzymes were elevated in only 3 (13%) of 17 cases, while cholestasis was present in 16 (94%).

Gamma globulin, total IgG, and IgG4 are commonly elevated in autoimmune pancreatitis. Serum IgG4 is considered the most sensitive and specific marker and is elevated in 63% to 94% of patients with autoimmune pancreatitis.4,15–17 Several studies found the diagnostic accuracy, sensitivity, and specificity to be highest (> 90%) when a cut point of 135 mg/dL was used.17,18 A subsequent study 15 revealed a sensitivity of 76% and a specificity of 93% using the same cut point. Recall that the IgG4 level in our patient was 380 mg/dL.

Autoantibodies that are elevated in autoimmune pancreatitis include antilactoferrin antibodies and anticarbonic anhydrase II antibodies. 19 Both are “organ-specific”: the former are found in pancreatic acinar cells, and the latter are found in ductal cells. The sensitivity of both antibodies is greater than 50% in patients with autoimmune pancreatitis. However, they are not often measured, since testing for them is not widely available.20,21

Antinuclear antibody and rheumatoid factor are also associated with autoimmune pancreatitis but are not very specific.

Radiographic findings

The most common radiographic feature is diffuse enlargement of the entire pancreas. The appearance of the gland is often described as “sausage-like,” a feature best seen with CT and magnetic resonance imaging (MRI).

Figure 2. Dual-phase helical computed tomography shows focal enlargement of the pancreatic tail (arrow) in a patient with autoimmune pancreatitis.
However, sometimes the pancreas is focally enlarged (ie, with an “inflammatory mass”) as in our patient (Figure 2). Delayed pancreatic enhancement on CT and MRI is due to inflammation, edema, and fibrosis.22

A well-defined capsule-like rim surrounding the pancreas is another common feature.23 This rim-enhancement is hypointense on T2 MRI, suggesting the presence of peripheral inflammation and fibrosis.

Calcifications and pseudocysts are rarely seen in autoimmune pancreatitis.

On ultrasonography, the involved pancreatic parenchyma appears hypoechoic, consistent with edema.

Endoscopic retrograde cholangiopancreatography

ERCP or magnetic resonance cholangiopancreatography may reveal segmental or diffuse narrowing of the main pancreatic duct.24,25 Bile-duct strictures may occur throughout the biliary tree.23

Autoimmune pancreatitis with biliary involvement must be distinguished from primary sclerosing cholangitis because the former responds to corticosteroid treatment. Cholangiographic features in primary sclerosing cholangitis include band-like strictures and a beaded or “pruned-tree” appearance, while autoimmune pancreatitis more commonly produces long strictures with prestenotic dilatation.26

ERCP allows temporary stents to be placed in obstructed segments of the biliary tree to open them up in the setting of acute cholangitis.

Biopsy guided by endoscopic ultrasonography

Some have proposed using endoscopic ultrasonography to guide biopsy in cases of suspected autoimmune pancreatitis.27,28

Fine-needle aspiration biopsy, guided by endoscopic ultrasonography, is frequently used to rule out adenocarcinoma. However, its yield for cancer is not perfect (about 70%–90%), so a negative biopsy does not rule out cancer. Further, autoimmune pancreatitis is rare, so a patient with a negative finding on fine-needle aspiration biopsy is still more likely to have cancer than autoimmune pancreatitis. In this case, the negative study should be combined with other information (eg, IgG4) to decide whether empiric treatment should be given.

Core biopsy, also guided by endoscopic ultrasonography, collects a greater amount of tissue for analysis and may allow the histologic diagnosis of autoimmune pancreatitis, but it carries a greater risk of bleeding. Also, its yield may be lower than initially thought. In one series, only 26% of ultrasonographically guided core samples from patients with confirmed autoimmune pancreatitis had diagnostic histologic features.29

New immunohistologic techniques are being developed to increase the yield from cytologic and tissue specimens.

 

 

Histopathologic findings

Figure 3. Autoimmune pancreatitis with intense and destructive fibroinflammatory replacement of normal pancreatic parenchyma. A focal atrophic lobule of residual acinar tissue can be seen in the upper right-hand corner (arrow).
On gross examination, the pancreas is firm and enlarged with gray-yellow discoloration.1,23,30 The typical lobular architecture is disturbed by diffuse fibrosis (Figure 3). In localized disease, the inflammatory mass is most often in the head of the pancreas. Our patient had features of fibrosis on gross examination during surgery, but he also had a focal inflammatory mass in the pancreatic head.

Histologic evaluation remains the gold standard for diagnosis. The histologic diagnosis can be made in patients who have any or all of the following three most common histologic features of autoimmune pancreatitis10,23,31–33:

  • Parenchymal and often periductal lymphoplasmacytic infiltration, which is typically florid in intensity
  • Storiform fibrosis
  • Obliterative phlebitis.

The histologic findings in our patient included lymphoplasmacytic infiltration and obliterative phlebitis, which were essential to establishing the diagnosis. In a series of 53 patients, parenchymal inflammation with periductal lymphoplasmacytic accentuation was found in all of them.33

Figure 4. IgG4 immunohistochemistry in autoimmune pancreatitis showing more than 30 stained plasma cells (brown cells) per 400X high-power field (dimethylaminoazobenzine chromagen and hematoxylin counterstain).
Infiltration. The lymphocytic response is dominated by CD4+ and CD8+ T lymphocytes. Plasma cells are abundant (> 10 per high-power field) and are positive for IgG4 on immunostaining (Figure 4).31,34,35 In one cohort,11 15 (94%) of 16 patients with autoimmune pancreatitis had abundant IgG4-positive cells in tissue obtained by pancreatic core biopsy. IgG4-positive plasmacytes can also be seen in involved extrapancreatic sites, such as the biliary tree, retroperitoneum, lymph nodes, and salivary glands.8

Biopsy of extrapancreatic sites, including the bile ducts and major duodenal papilla, may also facilitate the diagnosis.34,35 In a recent study,34 80% of autoimmune pancreatitis patients with pancreatic head involvement had significant numbers of IgG4-positive cells on biopsy of the major duodenal papilla. Biopsy of the periampullary duodenum may be a safer alternative to guided fine-needle aspiration or core biopsy.

In addition to lymphocytes, the inflammatory infiltrates in autoimmune pancreatitis may contain macrophages, mast cells, neutrophils, and eosinophils. Nonnecrotizing granulomas are occasionally seen, including periductal granulomas.

Fibrosis. Ductal luminal destruction can be seen in conjunction with fibrosis that thickens the duct wall and forms interlobular septa.33 Fibrosis may also affect the acinar tissue and produce profound lobular atrophy. In severe cases, the fibrotic changes can encompass large areas, with myofibroblasts arranged in a storiform pattern resembling an inflammatory pseudotumor.36

Phlebitis. The vascular changes in autoimmune pancreatitis have been underemphasized relative to the pancreatic parenchymal fibroinflammatory changes. Venulitis is seen mainly in small and medium-size pancreatic and peripancreatic veins. The inflammatory response and fibrosis disrupt the venous endothelium and often result in obliterative phlebitis.

Figure 5. Obliterative venulitis. Panel A shows a hematoxylin and eosin stain, which poorly visualizes obliterative venulitis. The artery is easily found (arrows); however, the paired venule is poorly seen. The lack of visualization of the venule suggests that it is obliterated by the inflammatory process. Panel B shows a Movat pentachrome stain of the same area. This confirms the highly specific obliterative and lymphocytic venulitis of autoimmune pancreatitis (arrows). Fibrosis and lymphoplasmacytic infiltration destroy the vein wall and disrupt its elastin fibers, resulting in narrowing and even occlusion.
The venous lesions can be notoriously difficult to see on hematoxylin and eosin staining alone, whereas the prominent elastin fiber disruption of vein walls in autoimmune pancreatitis is highlighted and made obvious on Movat staining (Figure 5).31 In a recent study,31 a Movat histochemical vascular stain had 100% sensitivity (in 15 cases of autoimmune pancreatitis) and 99% specificity (falsely identifying only 1 of 103 usual chronic pancreatitis, pancreatic cancer, and normal pancreatic controls) for lymphocytic and obliterative venulitis. Sixty-five percent to 100% of patients show obliterative phlebitis on histology enhanced with a Movat vascular stain.31,37 Movat vascular staining should be performed in conjunction with IgG4 immunohistochemistry for all suspected cases of autoimmune pancreatitis.31

However, Movat staining may not be available if an operative frozen section is being analyzed. In these cases, the venous lesions can be found by localizing the paired arteries, which are usually entirely normal and readily evident. If paired veins are not seen in this manner, a high level of suspicion should be raised for autoimmune pancreatitis with lymphocytic vein destruction.

 

 

CORTICOSTEROIDS ARE EFFECTIVE

Our patient’s jaundice temporarily resolved after his biliary bypass operation. If the diagnosis had been made earlier, he could have been treated with corticosteroids.

Corticosteroids have been used to treat autoimmune pancreatitis, with great success. (However, autoimmune pancreatitis occasional resolves spontaneously and stays in remission without corticosteroids.) A common regimen is oral prednisone 40 mg/day for 4 weeks and then tapered by 5 mg every 1 to 2 weeks. Patients who have a delayed response may receive long-term maintenance corticosteroid therapy (2.5–5 mg of oral prednisone).38–40

The radiographic and laboratory abnormalities typically resolve promptly with steroid therapy. A radiographic response is seen as early as 2 to 3 weeks, with normalization occurring in 4 to 6 weeks.40 Serum IgG4 levels decrease concurrently.38

Between 36% and 60% of patients with diabetes and autoimmune pancreatitis have better insulin secretion and glycemic control once corticosteroid therapy is started.3,6,38,40 Fifty percent of patients with exocrine insufficiency have functional improvement after corticosteroid therapy.6

Extrapancreatic lesions also improve with therapy.40,41 Obstructive jaundice may require endoscopic placement of a temporary biliary stent, but after a few weeks of steroid therapy the stent can usually be removed.

The decision to treat with corticosteroids is usually based on symptoms, imaging features (stricture or mass), a low suspicion of cancer (eg, negative biopsy), and an elevated IgG4. A histologic diagnosis of autoimmune pancreatitis is usually not available or required but may be sought through endoscopic ultrasonography-guided core biopsy or laparoscopic biopsy if the diagnosis is in doubt.

Another reasonable approach is an empiric trial of corticosteroids, reassessing the symptoms and repeating the imaging tests after 1 to 2 months. In fact, a response to corticosteroids is a component of most diagnostic criteria (Table 2).

Recurrence rates range from 6% to 32%.4,33,39,42,43 Patients who relapse after initial corticosteroid therapy may be treated again with prednisone in high doses (40 mg/day).38,41 Immunomodulatory therapy has been used successfully to treat relapsed disease in a single reported series: seven patients received either azathioprine (Imuran) 2 mg/kg daily or mycophenolate mofetil (Cell-Cept) 750 mg twice daily, and all remained in complete remission at a median follow-up of 6 months with no adverse events.44

In cases that fail to respond to corticosteroids, the diagnosis of autoimmune pancreatitis should be re-evaluated and surgery should be considered to look for cancer.

CASE CONTINUED

Our patient felt well at his 2-month follow-up visit. However, his serum alkaline phosphatase had increased to 649 U/L, and his serum IgG4 had increased to 980 mg/dL.

Figure 6. In panel A, endoscopic retrograde cholangiopancreatog-raphy (ERCP) prior to corticosteroid therapy shows a high-grade hilar stricture (large arrow) and intrahepatic strictures (small arrows). In panel B, ERCP 6 weeks after corticosteroid therapy shows resolution of the hilar stricture (arrows) and marked improvement in the intrahepatic strictures.
ERCP repeated via the biliary-enteric anastomosis revealed a high-grade hilar stricture and diffuse intrahepatic strictures (Figure 6). Brush cytology from the hilar stricture was negative for malignant cells. Prednisone 40 mg once daily was started to treat presumed biliary involvement of autoimmune pancreatitis.

ERCP repeated 6 weeks later showed that the hilar stricture had completely resolved, and the intrahepatic strictures had markedly improved (Figure 6). His serum alkaline phosphatase level was now 73 U/L, and his serum IgG4 was 231 mg/dL.

Almost 2 years after starting corticosteroid therapy, the patient has remained in good control and the prednisone has been tapered off completely. His latest laboratory values are alkaline phosphatase 70 U/L and IgG4 46 mg/dL.

References
  1. Sarles H, Sarles JC, Muratore R, Guien C. Chronic inflammatory sclerosis of the pancreas—an autonomous pancreatic disease? Am J Dig Dis 1961; 6:688698.
  2. Yoshida K, Toki F, Takeuchi T, Watanabe S, Shiratori K, Hayashi N. Chronic pancreatitis caused by an autoimmune abnormality. Proposal of the concept of autoimmune pancreatitis. Dig Dis Sci 1995; 40:15611568.
  3. Nishimori I, Tamakoshi A, Kawa S, et al; Research Committee on Intractable Pancreatic Diseases, the Ministry of Health and Welfare of Japan. Influence of steroid therapy on the course of diabetes mellitus in patients with autoimmune pancreatitis: findings from a nationwide survey in Japan. Pancreas 2006; 32:244248.
  4. Kim KP, Kim M, Lee YJ, et al. Clinical characteristics of 17 cases of autoimmune chronic pancreatitis. Korean J Gastroenterol 2004; 43:112119.
  5. Finkelberg DL, Sahani D, Deshpande V, Brugge WR. Autoimmune pancreatitis. N Engl J Med 2006; 355:26702676.
  6. Kamisawa T, Egawa N, Inokuma S, et al. Pancreatic endocrine and exocrine function and salivary gland function in autoimmune pancreatitis before and after steroid therapy. Pancreas 2003; 27:235238.
  7. Kamisawa T, Egawa N, Nakajima H, Tsuruta K, Okamoto A. Extrapancreatic lesions in autoimmune pancreatitis. J Clin Gastroenterol 2005; 39:904907.
  8. Kamisawa T, Nakajima H, Egawa N, Funata N, Tsuruta K, Okamoto A. IgG4-related sclerosing disease incorporating sclerosing pancreatitis, cholangitis, sialadenitis and retroperitoneal fibrosis with lymphadenopathy. Pancreatology 2006; 6:132137.
  9. Kwon S, Kim MH, Choi EK. The diagnostic criteria for autoimmune chronic pancreatitis: it is time to make a consensus. Pancreas 2007; 34:279286.
  10. Chari ST. Diagnosis of autoimmune pancreatitis using its five cardinal features: introducing The Mayo Clinic’s HISORt criteria. J Gastroenterol 2007; 42( suppl 18):3941.
  11. Chari ST, Smyrk TC, Levy MJ, et al. Diagnosis of autoimmune pancreatitis: The Mayo Clinic experience. Clin Gastroenterol Hepatol 2006; 4:10101016.
  12. Kim K-P, Kim M-H, Kim JC, Lee SS, Seo DW, Lee SK. Diagnostic criteria for autoimmune chronic pancreatitis revisited. World J Gastroenterol 2006; 12:24872496.
  13. Okazaki K, Kawa S, Kamisawa T. Clinical diagnostic criteria of autoimmune pancreatitis: revised proposal. J Gastroenterol 2006; 41:626631.
  14. Nishimori I, Onishi S, Otsuki M. Review of diagnostic criteria for autoimmune pancreatitis; for establishment of international criteria. Clin J Gastroenterol 2008; 1:717.
  15. Ghazale A, Chari ST, Smyrk TC, et al Value of serum IgG4 in the diagnosis of autoimmune pancreatitis and in distinguishing it from pancreatic cancer. Am J Gastroenterol 2007; 102:16461653.
  16. Hirano K, Kawabe T, Yamamoto N, et al. Serum IgG4 concentrations in pancreatic and biliary diseases. Clin Chim Acta 2006; 367:181184.
  17. Hamano H, Kawa S, Horiuchi A, et al. High serum IgG4 concentrations in patients with sclerosing pancreatitis. N Engl J Med 2001; 344:732738.
  18. Kawa S, Hamano H. Clinical features of autoimmune pancreatitis. J Gastroenterol 2007; 42(suppl 18):914.
  19. Okazaki K, Uchida K, Ohana M, et al. Autoimmune-related pancreatitis is associated with autoantibodies and a Th1/Th2-type cellular immune response. Gastroenterology 2000; 118:573581.
  20. Frulloni L, Bovo P, Brunelli S, et al. Elevated serum levels of antibodies to carbonic anhydrase I and II in patients with chronic pancreatitis. Pancreas 2000; 20:382388.
  21. Nishimori I, Miyaji E, Morimoto K, Nagao K, Kamada M, Onishi S. Serum antibodies to carbonic anhydrase IV in patients with autoimmune pancreatitis. Gut 2005; 54:274281.
  22. Irie H, Honda H, Baba S, et al. Autoimmune pancreatitis: CT and MR characteristics. AJR Am J Roentgenol 1998; 170:13231327.
  23. Sahani DV, Kalva SP, Farrell J, et al. Autoimmune pancreatitis: imaging features. Radiology 2004; 233:345352.
  24. Horiuchi A, Kawa S, Hamano H, Hayama M, Ota H, Kiyosawa K. ERCP features in 27 patients with autoimmune pancreatitis. Gastrointest Endosc 2002; 55:494499.
  25. Kamisawa T, Chen PY, Tu Y, et al. MRCP and MRI findings in 9 patients with autoimmune pancreatitis. World J Gastroenterol 2006; 12:29192922.
  26. Nakazawa T, Ohara H, Sano H, et al. Cholangiography can discriminate sclerosing cholangitis with autoimmune pancreatitis from primary sclerosing cholangitis. Gastrointest Endosc 2004; 60:937944.
  27. Farrell JJ, Garber J, Sahani D, Brugge WR. EUS findings in patients with autoimmune pancreatitis. Gastrointest Endosc 2004; 60:927936.
  28. Levy MJ, Reddy RP, Wiersema MJ, et al. EUS-guided trucut biopsy in establishing autoimmune pancreatitis as the cause of obstructive jaundice. Gastrointest Endosc 2005; 61:467472.
  29. Bang SJ, Kim MH, Kim do H, et al. Is pancreatic core biopsy sufficient to diagnose autoimmune chronic pancreatitis? Pancreas 2008; 36:8489.
  30. Scully KA, Li SC, Hebert JC, Trainer TD. The characteristic appearance of non-alcoholic duct destructive chronic pancreatitis: a report of 2 cases. Arch Pathol Lab Med 2000; 124:15351538.
  31. Chu KE, Papouchado BG, Lane Z, Bronner MP. The role of Movat pentachrome stain and immunoglobulin G4 immunostaining in the diagnosis of autoimmune pancreatitis. Mod Pathol 2009; 22:351358.
  32. Ectors N, Maillet B, Aerts R, et al. Non-alcoholic duct destructive chronic pancreatitis. Gut 1997; 41:263268.
  33. Zamboni G, Luttges J, Capelli P, et al. Histopathological features of diagnostic and clinical relevance in autoimmune pancreatitis: a study on 53 resection specimens and 9 biopsy specimens. Virchows Arch 2004; 445:552563.
  34. Hamano H, Kawa S, Uehara T, et al. Immunoglobulin G4-related lymphoplasmacytic sclerosing cholangitis that mimics infiltrating hilar cholangiocarcinoma: part of a spectrum of autoimmune pancreatitis? Gastrointest Endosc 2005; 62:152157.
  35. Kamisawa T, Tu Y, Egawa N, Tsuruta K, Okamoto A. A new diagnostic endoscopic tool for autoimmune pancreatitis. Gastrointest Endosc 2008; 68:358361.
  36. Notohara K, Burgart LJ, Yadav D, Chari S, Smyrk TC. Idiopathic chronic pancreatitis with periductal lymphoplasmacytic infiltration: clinicopathologic features of 35 cases. Am J Surg Pathol 2003; 27:11191127.
  37. Esposito I, Bergmann F, Penzel R, et al. Oligoclonal T-cell populations in an inflammatory pseudotumor of the pancreas possibly related to autoimmune pancreatitis: an immunohistochemical and molecular analysis. Virchows Arch 2004; 444:119126.
  38. Kamisawa T, Okamoto A, Wakabayashi T, Watanabe H, Sawabu N. Appropriate steroid therapy for autoimmune pancreatitis based on long-term outcome. Scand J Gastroenterol 2008; 43:609613.
  39. Hirano K, Tada M, Isayama H, et al. Long-term prognosis of autoimmune pancreatitis with and without corticosteroid treatment. Gut 2007; 56:17191724.
  40. Kamisawa T, Yoshiike M, Egawa N, Nakajima H, Tsuruta K, Okamoto A. Treating patients with autoimmune pancreatitis: results from a long-term follow-up study. Pancreatology 2005; 5:23438.
  41. Kamisawa T, Okamoto A. Prognosis of autoimmune pancreatitis. J Gastroenterol 2007; 42(suppl 18):5962.
  42. Takayama M, Hamano H, Ochi Y, et al. Recurrent attacks of autoimmune pancreatitis result in pancreatic stone formation. Am J Gastroenterol 2004; 99:932937.
  43. Wakabayashi T, Kawaura Y, Satomura Y, Watanabe H, Motoo Y, Sawabu N. Long-term prognosis of duct-narrowing chronic pancreatitis: strategy for steroid treatment. Pancreas 2005; 30:3139.
  44. Ghazale A, Chari ST. Optimising corticosteroid treatment for autoimmune pancreatitis. Gut 2007; 56:16501652.
References
  1. Sarles H, Sarles JC, Muratore R, Guien C. Chronic inflammatory sclerosis of the pancreas—an autonomous pancreatic disease? Am J Dig Dis 1961; 6:688698.
  2. Yoshida K, Toki F, Takeuchi T, Watanabe S, Shiratori K, Hayashi N. Chronic pancreatitis caused by an autoimmune abnormality. Proposal of the concept of autoimmune pancreatitis. Dig Dis Sci 1995; 40:15611568.
  3. Nishimori I, Tamakoshi A, Kawa S, et al; Research Committee on Intractable Pancreatic Diseases, the Ministry of Health and Welfare of Japan. Influence of steroid therapy on the course of diabetes mellitus in patients with autoimmune pancreatitis: findings from a nationwide survey in Japan. Pancreas 2006; 32:244248.
  4. Kim KP, Kim M, Lee YJ, et al. Clinical characteristics of 17 cases of autoimmune chronic pancreatitis. Korean J Gastroenterol 2004; 43:112119.
  5. Finkelberg DL, Sahani D, Deshpande V, Brugge WR. Autoimmune pancreatitis. N Engl J Med 2006; 355:26702676.
  6. Kamisawa T, Egawa N, Inokuma S, et al. Pancreatic endocrine and exocrine function and salivary gland function in autoimmune pancreatitis before and after steroid therapy. Pancreas 2003; 27:235238.
  7. Kamisawa T, Egawa N, Nakajima H, Tsuruta K, Okamoto A. Extrapancreatic lesions in autoimmune pancreatitis. J Clin Gastroenterol 2005; 39:904907.
  8. Kamisawa T, Nakajima H, Egawa N, Funata N, Tsuruta K, Okamoto A. IgG4-related sclerosing disease incorporating sclerosing pancreatitis, cholangitis, sialadenitis and retroperitoneal fibrosis with lymphadenopathy. Pancreatology 2006; 6:132137.
  9. Kwon S, Kim MH, Choi EK. The diagnostic criteria for autoimmune chronic pancreatitis: it is time to make a consensus. Pancreas 2007; 34:279286.
  10. Chari ST. Diagnosis of autoimmune pancreatitis using its five cardinal features: introducing The Mayo Clinic’s HISORt criteria. J Gastroenterol 2007; 42( suppl 18):3941.
  11. Chari ST, Smyrk TC, Levy MJ, et al. Diagnosis of autoimmune pancreatitis: The Mayo Clinic experience. Clin Gastroenterol Hepatol 2006; 4:10101016.
  12. Kim K-P, Kim M-H, Kim JC, Lee SS, Seo DW, Lee SK. Diagnostic criteria for autoimmune chronic pancreatitis revisited. World J Gastroenterol 2006; 12:24872496.
  13. Okazaki K, Kawa S, Kamisawa T. Clinical diagnostic criteria of autoimmune pancreatitis: revised proposal. J Gastroenterol 2006; 41:626631.
  14. Nishimori I, Onishi S, Otsuki M. Review of diagnostic criteria for autoimmune pancreatitis; for establishment of international criteria. Clin J Gastroenterol 2008; 1:717.
  15. Ghazale A, Chari ST, Smyrk TC, et al Value of serum IgG4 in the diagnosis of autoimmune pancreatitis and in distinguishing it from pancreatic cancer. Am J Gastroenterol 2007; 102:16461653.
  16. Hirano K, Kawabe T, Yamamoto N, et al. Serum IgG4 concentrations in pancreatic and biliary diseases. Clin Chim Acta 2006; 367:181184.
  17. Hamano H, Kawa S, Horiuchi A, et al. High serum IgG4 concentrations in patients with sclerosing pancreatitis. N Engl J Med 2001; 344:732738.
  18. Kawa S, Hamano H. Clinical features of autoimmune pancreatitis. J Gastroenterol 2007; 42(suppl 18):914.
  19. Okazaki K, Uchida K, Ohana M, et al. Autoimmune-related pancreatitis is associated with autoantibodies and a Th1/Th2-type cellular immune response. Gastroenterology 2000; 118:573581.
  20. Frulloni L, Bovo P, Brunelli S, et al. Elevated serum levels of antibodies to carbonic anhydrase I and II in patients with chronic pancreatitis. Pancreas 2000; 20:382388.
  21. Nishimori I, Miyaji E, Morimoto K, Nagao K, Kamada M, Onishi S. Serum antibodies to carbonic anhydrase IV in patients with autoimmune pancreatitis. Gut 2005; 54:274281.
  22. Irie H, Honda H, Baba S, et al. Autoimmune pancreatitis: CT and MR characteristics. AJR Am J Roentgenol 1998; 170:13231327.
  23. Sahani DV, Kalva SP, Farrell J, et al. Autoimmune pancreatitis: imaging features. Radiology 2004; 233:345352.
  24. Horiuchi A, Kawa S, Hamano H, Hayama M, Ota H, Kiyosawa K. ERCP features in 27 patients with autoimmune pancreatitis. Gastrointest Endosc 2002; 55:494499.
  25. Kamisawa T, Chen PY, Tu Y, et al. MRCP and MRI findings in 9 patients with autoimmune pancreatitis. World J Gastroenterol 2006; 12:29192922.
  26. Nakazawa T, Ohara H, Sano H, et al. Cholangiography can discriminate sclerosing cholangitis with autoimmune pancreatitis from primary sclerosing cholangitis. Gastrointest Endosc 2004; 60:937944.
  27. Farrell JJ, Garber J, Sahani D, Brugge WR. EUS findings in patients with autoimmune pancreatitis. Gastrointest Endosc 2004; 60:927936.
  28. Levy MJ, Reddy RP, Wiersema MJ, et al. EUS-guided trucut biopsy in establishing autoimmune pancreatitis as the cause of obstructive jaundice. Gastrointest Endosc 2005; 61:467472.
  29. Bang SJ, Kim MH, Kim do H, et al. Is pancreatic core biopsy sufficient to diagnose autoimmune chronic pancreatitis? Pancreas 2008; 36:8489.
  30. Scully KA, Li SC, Hebert JC, Trainer TD. The characteristic appearance of non-alcoholic duct destructive chronic pancreatitis: a report of 2 cases. Arch Pathol Lab Med 2000; 124:15351538.
  31. Chu KE, Papouchado BG, Lane Z, Bronner MP. The role of Movat pentachrome stain and immunoglobulin G4 immunostaining in the diagnosis of autoimmune pancreatitis. Mod Pathol 2009; 22:351358.
  32. Ectors N, Maillet B, Aerts R, et al. Non-alcoholic duct destructive chronic pancreatitis. Gut 1997; 41:263268.
  33. Zamboni G, Luttges J, Capelli P, et al. Histopathological features of diagnostic and clinical relevance in autoimmune pancreatitis: a study on 53 resection specimens and 9 biopsy specimens. Virchows Arch 2004; 445:552563.
  34. Hamano H, Kawa S, Uehara T, et al. Immunoglobulin G4-related lymphoplasmacytic sclerosing cholangitis that mimics infiltrating hilar cholangiocarcinoma: part of a spectrum of autoimmune pancreatitis? Gastrointest Endosc 2005; 62:152157.
  35. Kamisawa T, Tu Y, Egawa N, Tsuruta K, Okamoto A. A new diagnostic endoscopic tool for autoimmune pancreatitis. Gastrointest Endosc 2008; 68:358361.
  36. Notohara K, Burgart LJ, Yadav D, Chari S, Smyrk TC. Idiopathic chronic pancreatitis with periductal lymphoplasmacytic infiltration: clinicopathologic features of 35 cases. Am J Surg Pathol 2003; 27:11191127.
  37. Esposito I, Bergmann F, Penzel R, et al. Oligoclonal T-cell populations in an inflammatory pseudotumor of the pancreas possibly related to autoimmune pancreatitis: an immunohistochemical and molecular analysis. Virchows Arch 2004; 444:119126.
  38. Kamisawa T, Okamoto A, Wakabayashi T, Watanabe H, Sawabu N. Appropriate steroid therapy for autoimmune pancreatitis based on long-term outcome. Scand J Gastroenterol 2008; 43:609613.
  39. Hirano K, Tada M, Isayama H, et al. Long-term prognosis of autoimmune pancreatitis with and without corticosteroid treatment. Gut 2007; 56:17191724.
  40. Kamisawa T, Yoshiike M, Egawa N, Nakajima H, Tsuruta K, Okamoto A. Treating patients with autoimmune pancreatitis: results from a long-term follow-up study. Pancreatology 2005; 5:23438.
  41. Kamisawa T, Okamoto A. Prognosis of autoimmune pancreatitis. J Gastroenterol 2007; 42(suppl 18):5962.
  42. Takayama M, Hamano H, Ochi Y, et al. Recurrent attacks of autoimmune pancreatitis result in pancreatic stone formation. Am J Gastroenterol 2004; 99:932937.
  43. Wakabayashi T, Kawaura Y, Satomura Y, Watanabe H, Motoo Y, Sawabu N. Long-term prognosis of duct-narrowing chronic pancreatitis: strategy for steroid treatment. Pancreas 2005; 30:3139.
  44. Ghazale A, Chari ST. Optimising corticosteroid treatment for autoimmune pancreatitis. Gut 2007; 56:16501652.
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Cleveland Clinic Journal of Medicine - 76(10)
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Cleveland Clinic Journal of Medicine - 76(10)
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Autoimmune pancreatitis: A mimic of pancreatic cancer
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KEY POINTS

  • Hallmark features of autoimmune pancreatitis include an elevated serum immunoglobulin G4 level, focal or diffuse pancreatic enlargement on imaging, and dense lymphoplasmacytic infiltrates on histologic study.
  • The disease can be associated with extrapancreatic manifestations, including sclerosing cholangitis, sialadenitis and retroperitoneal fibrosis.
  • Autoimmune pancreatitis responds dramatically to corticosteroid treatment.
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Recognizing and treating cutaneous signs of liver disease

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Recognizing and treating cutaneous signs of liver disease

Dysfunction in the body’s second largest organ, the liver, often yields changes in the body’s largest organ, the skin. If we can recognize these manifestations early, we are better able to promptly diagnose and treat the underlying liver disease, as well as the skin lesions.

The liver has many jobs: synthesizing proteins such as clotting factors, complements, and albumin; neutralizing toxins; and metabolizing lipids and carbohydrates. Insults to the liver can compromise any of these functions, affecting visceral organs, joints, gastrointestinal tissues, and the skin. Dermatologic signs of specific liver diseases include alopecia and vitiligo associated with autoimmune hepatitis, and xanthelasma in chronic cholestatic liver disease.

This article reviews the important cutaneous manifestations of specific liver diseases. We focus first on skin conditions that may represent liver disease, and then we discuss several major liver diseases and their typical cutaneous manifestations.

JAUNDICE AND HYPERBILIRUBINEMIA

Figure 1. Characteristic yellowish discoloration of the sclera in the eye of a patient with end-stage liver disease.
Jaundice, the cardinal sign of hyperbilirubinemia, is usually recognizable when serum bilirubin levels exceed 2.5 or 3.0 mg/dL. The color of the skin typically reflects the severity of the bilirubin elevation.1,2 Jaundice due to mild hyperbilirubinemia tends to be yellowish, while that due to severe hyperbilirubinemia tends to be brownish (Figure 1).

Establishing whether the excess bilirubin is conjugated or unconjugated gives a clue as to whether the cause is prehepatic, intrahepatic, or posthepatic.3–8 One of the liver’s main functions is to conjugate bilirubin into a secretable form. Prehepatic causes of jaundice include hemolysis and ineffective erythropoiesis, both of which lead to higher levels of circulating unconjugated bilirubin.4 Intrahepatic causes of jaundice can lead to both unconjugated and conjugated hyperbilirubinemia.4,8 Posthepatic causes such as bile duct obstruction primarily result in conjugated hyperbilirubinemia.4

PRURITUS AND PRURIGO NODULARIS

Pruritus can be multifactorial or the result of a specific dermatologic or systemic condition.9 A thorough history and physical examination are warranted to rule out hepatic or systemic causes of itching.10

The liver neutralizes toxins and filters bile salts. If its function is impaired, these materials can accumulate in the body, and deposition in the skin causes irritation and itching.11,12 In cholestatic liver disorders such as primary sclerosing cholangitis and obstructive gallstone disease, pruritus tends to be generalized, but worse on the hands and feet.13

Although the severity of pruritus is not directly associated with the level of bile salts and toxic substances, lowering bile salt levels can mitigate symptoms.11

Treatment. Pruritus due to liver disease is particularly resistant to therapy.

In a strategy described by Mela et al for managing pruritus in chronic liver disease,14 the initial treatment is the anion exchange resin cholestyramine (Questran) at a starting dose of 4 g/day, gradually increased to 24 g/day in two doses at mealtimes.

If the pruritus does not respond adequately to cholestyramine or the patient cannot tolerate the drug, then the antituberculosis drug rifampin (Rifadin) can be tried. Rifampin promotes metabolism of endogenous pruritogens and has been effective against cholestatic pruritus when started at 150 mg/day and increased up to 600 mg/day, depending on the clinical response.14

Third-line drug therapies include opioid antagonists such as naltrexone (ReVia) and nalmefene (Revex).14,15

Plasmapheresis can be considered if drug therapy fails.16 Experimental therapies include albumin dialysis using the molecular adsorbent recirculating system (a form of artificial liver support), antioxidant treatment, and bright-light therapy.15 Liver transplantation, when appropriate, also resolves cholestatic pruritus.14

Prurigo nodularis

Prurigo nodularis, distinguished by firm, crusty nodules, is associated with viral infections (eg, hepatitis C, human immunodeficiency virus), bacterial infections, and kidney dysfunction.17,18 The lesions are intensely pruritic and often lead to persistent scratching, excoriation, and, ultimately, diffuse scarring.19

Treatment. Although the exact cause of prurigo nodularis is not known and no cure exists, corticosteroid or antihistamine ointments control the symptoms in most patients with hepatitis.19 Low doses of thalidomide (Thalomid), a tumor necrosis factor antagonist, have also been used safely and effectively.18,19

 

 

SUPERFICIAL VASCULAR SIGNS

Spider angiomas

Figure 2. Spider angiomas on the neck of an elderly patient with liver failure. Note the characteristic central vessel and symmetrically radiating thin branches.
Spider angiomas, or spider nevi, are collections of dilated blood vessels near the surface of the skin.20 They appear as slightly raised, small, reddish spots from which fine lines radiate outward, giving them a spider-like appearance (Figure 2).21,22

Spider angiomas can occur anywhere on the body, but they occur most often on the face and the trunk.21,23 A key feature is that they disappear when pressure is applied and reappear when pressure is removed.23,24 Biopsy is rarely necessary for diagnosis.

These lesions occur with elevated estrogen levels, such as in cirrhosis, during estrogen therapy, or during pregnancy.25–28 Although spider angiomas are common in pregnant women and in children, adults with spider angiomas deserve a workup for liver dysfunction.29

Given their innocuous nature and asymptomatic course, spider angiomas themselves require no medical treatment.

Bier spots

Bier spots are small, irregularly shaped, hypopigmented patches on the arms and legs. They are likely due to venous stasis associated with functional damage to the small vessels of the skin.30

Since Bier spots are a sign of liver disease, they must be distinguished from true pigmentation disorders. A key distinguishing feature is that Bier spots disappear when pressure is applied. Also, raising the affected limb from a dependent position causes the hypopigmented macules of Bier spots to disappear, which is not the case in true pigmentation disorders.10,30

Paper-money skin

Paper-money skin (or “dollar-paper” markings) describes the condition in which the upper trunk is covered with many randomly scattered, needle-thin superficial capillaries. It often occurs in association with spider angiomas. The name comes from the resemblance the thread-like capillaries have to the finely chopped silk threads in American dollar bills.10,31 The condition is commonly seen in patients with alcoholic cirrhosis and may improve with hemodialysis.31

PALMAR ERYTHEMA

Palmar erythema is a florid, crimson coloration of the palms of the hands and the fingertips. It can occur anywhere on the palm and fingers but is most common on the hypothenar eminence. It can occur in a number of liver conditions but most often with cirrhosis.32 Hepatic compromise, as seen in alcoholic liver disease, disrupts the body’s androgen balance, causing local vasodilation and erythema.32,33 Although the exact mechanism remains unknown, research suggests that prostacyclins and nitric oxide play a role, as both are increased in liver disease.32,33

XANTHELASMA

Xanthelasma—a localized cholesterol deposit beneath the skin and especially beneath the eyelids—is a common manifestation of hypercholesterolemia. Xanthelasma often presents as a painless, yellowish, soft plaque with well-defined borders,34 which may enlarge over the course of weeks.

Several liver diseases can lead to various forms of secondary dyslipoproteinemia.35 The most common dyslipoproteinemias in liver disease are hypertriglyceridemia and low levels of high-density lipoprotein cholesterol, and both of these often accompany fatty liver disease.36 Hypercholesterolemia is a common feature of primary biliary cirrhosis and other forms of cholestatic liver disease.37 Studies suggest that the total plasma cholesterol level is elevated in as many as 50% of patients with compromised liver function.38

Treatment. The underlying hyperlipidemia is treated with cholesterol-lowering drugs. Laser treatment and surgical excision have proven efficacious in treating the lesions.39

OTHER CUTANEOUS FINDINGS IN LIVER DISEASE

Bleeding and bruising. Liver disease can cause hypersplenism and thrombocytopenia, in addition to a decrease in clotting factors. These may present with a myriad of cutaneous symptoms, including purpura, bleeding gums, and easy bruising and bleeding, even from minor trauma.40–42

Hyperpigmentation of the skin may accompany hemochromatosis, alcoholic liver disease, and cirrhosis.43–45

Figure 3. Onycholysis in a patient with liver disease exhibiting characteristic separation of the nail plate distally.
Hair and nail loss. Patients with hepatocellular dysfunction may develop hair-thinning or hair loss and nail changes such as clubbing, leukonychia (whitening), or onycholysis, affecting the nails of the hands and feet (Figure 3).46,47

“Terry’s nails,” in which the proximal two-thirds of the nail plate turns powdery white with a ground-glass opacity, may develop in patients with advanced cirrhosis.48

 

 

ALCOHOLIC CIRRHOSIS AND THE SKIN

The cutaneous changes associated with alcoholic cirrhosis are more widely recognized than those due to other forms of liver dysfunction. In the United States, approximately 3 million people have alcoholic cirrhosis, the second-leading reason for liver transplantation.49,50

As the body’s main site of alcohol metabolism, the liver is the organ most affected by excessive alcohol intake, which can lead to end-stage liver disease secondary to alcoholic cirrhosis.41,51 The characteristic feature of cirrhosis is advanced fibrous scarring of parenchymal tissue and the formation of regenerative nodules with increased resistance to blood flow throughout the organ.41,52 The insufficient blood flow damages vital structures in the liver and compromises liver function. For example, liver cirrhosis leads to defective hepatic synthesis of clotting factors and results in bleeding disorders.

Cutaneous lesions often accompany alcoholic cirrhosis and have been detected in up to 43% of people with chronic alcoholism.53 Skin changes in alcoholic cirrhosis can be of great diagnostic value. The combined prevalence of spider angiomas, palmar erythema, and Dupuytren contracture in alcoholic cirrhosis was found to be 72%. Paper-money skin and Dupuytren contracture are more distinct lesions for alcoholic cirrhosis.31 Recognizing these skin changes contributes to the diagnosis and staging of liver cirrhosis.51,52

Dupuytren contracture

Dupuytren contracture is characterized by progressive fibrosis and thickening of tendons in the palmar fascia, the connective tissue that lies beneath the skin of the palms.54 Over time, as fibrotic involvement expands across the fascia, rampant stiffness of the joints ensues, sometimes to a point where the fingers cannot fully flex or extend.54

Although the exact cause of Dupuytren contracture is unknown, it appears to be associated with excess alcohol consumption and can be found in patients with alcoholic cirrhosis.54,55 These patients often present with painless stiffness of the fingers, curling of fingers, and loss of motion in involved fingers.54 Surgery in the form of limited fasciectomy has been curative in such patients.54

Disseminated superficial porokeratosis

Porokeratosis is a keratinization disorder of clonal origin that presents as a linear configuration of white scaly papules that coalesce into plaques throughout the body.56 Although it most commonly afflicts fair-skinned people, patients with alcoholic cirrhosis have a much greater susceptibility than the general population.57,58

A recent study58 documented that the lesions completely resolved when liver function improved, thus underlining the relationship between the two conditions. Since immunosuppression has been linked to eruption of the lesion, the fact that both humoral and cell-mediated immune responses are impaired in alcoholic liver disease provides another dimension to the association between porokeratosis and alcoholic cirrhosis.58

These lesions can transform into squamous cell carcinoma.59 The risk of widespread metastases in squamous cell carcinoma highlights the importance of dermatologic consultation in such patients.59

HEPATITIS C AND THE SKIN

Extrahepatic manifestations have been documented in up to 74% of people with hepatitis C virus infection.60 In addition to parasthesias, arthralgias, and myalgias, hepatitis C has a significant association with porphyria cutanea tarda, lichen planus, vitiligo, sialadenitis, urticarial vasculitis, corneal ulcers, xerosis, pruritus, and prurigo nodularis.60–64 Although the primary causative agents of sialadenitis are bacteria, viruses such as hepatitis C have been implicated as a cause of chronic sialadenitis with associated xerostomia.65

Patients with hepatitis C being treated with interferons also present with cutaneous manifestations such as hyperkeratosis and vasculitis.63

Porphyria cutanea tarda

Porphyria cutanea tarda is the most common of the porphyrias, disorders distinguished by deficiencies or defects in one or more of the enzymes responsible for hepatic production of heme.66 If these enzymes are impaired, heme precursors such as porphyrins accumulate.66

Porphyria cutanea tarda results from a deficiency of the hepatic enzyme uroporphyrin decarboxylase. In the absence of this enzyme, shortwave visible light activates uroporphyrin deposited in the skin, resulting in a photochemical reaction that generates reactive oxygen species that lead to the characteristic skin blistering.

Although porphyria cutanea tarda is associated with liver disease in general, recent studies confirm that patients with hepatitis C are at particularly high risk.67 Those with the disorder often present with skin photosensitivity. 68 Many develop blisters on sun-exposed skin, including the dorsal aspects of the hands and forearms and on the neck and face. Chronic porphyria cutanea tarda can lead to scarring, alopecia, and skin ulceration.69 As the blisters heal, keratin-filled milial cysts may develop in the areas of ulceration.

The condition is also commonly associated with melasma-like hyperpigmentation and hypertrichosis in sun-exposed areas of the head and neck. People of Northern European ancestry may be more at risk than the general population because of a presumed genetic susceptibility.70

Treatment. Because many patients with porphyria cutanea tarda have iron overload, they need to restrict foods rich in iron and to avoid alcohol.71,72 Severe cases may necessitate iron removal via phlebotomy or antimalarial therapy. Patients with porphyria cutanea tarda induced by hepatitis C should have their bodily iron stores depleted before starting antiviral therapy.60

 

 

Lichen planus

Figure 4. Permanent hair loss from lichen planopilaris in a patient with chronic hepatitis C virus infection.
Lichen planus is a chronic pruritic, papular condition that often presents clinically with the “five P’s”: pruritic, planar, polygonal, purple papules. It can occur throughout the body but typically affects the wrists and ankles, causing mild to severe itching in most affected people.73 In about 50% of patients, the lesions resolve within 6 months, and in 85% they subside within 18 months.74

Lichen planopilaris is a subset of lichen planus that causes scaling and atrophy of the scalp and permanent hair loss (Figure 4).73

Interferon-induced vitiligo

Vitiligo is an autoimmune disease in which melanocytes in the skin are destroyed, with resulting depigmentation in affected areas.75 Although it has no specific association with liver disease, it has been linked to treatments for hepatitis C such as interferons.76 Interferon-induced vitiligo often completely resolves when interferon is stopped.77

Typical findings include aggregations of irregularly shaped white patches in a focal or segmental pattern.78 The diagnosis is based on the medical history, physical examination, and sometimes skin biopsy.

HEMOCHROMATOSIS

Hemochromatosis or “bronze diabetes” is a devastating multisystem disease with a relentless course. It is among the most common genetic disorders of metabolism, and results in deposition of iron in tissues and organs throughout the body, including the liver, usually in patients ages 30 to 40.

As iron stores increase in tissues and organs, multiorgan failure and associated complications may ensue. In addition, surplus iron stores can also result in widespread bronze discoloration of skin exposed to the sun. Hemochromatosis also results in loss of body hair, ichthyosiform alterations, and koilonychia.79

Treatments that lower serum iron levels can reverse the cutaneous manifestations of the disorder and minimize the risk of organ failure.

Since the condition is inherited in an autosomal-recessive pattern, family members of patients should consider being screened.80

Hyperpigmentation in hemochromatosis

Hyperpigmentation is an early sign of hemochromatosis, affecting up to 90% of patients. Usually, sun-exposed areas of the body are the most prone and take on a grayish or brownish-bronze hue.81 Cutaneous iron deposits injure vital skin structures, initiating a process that culminates in enhanced melanin production by melanocytes.82 Exposure to ultraviolet light may have synergistic effects with iron, hastening the process of hyperpigmentation. As a result of this synergistic effect, many patients with hemochromatosis notice tanning with minimal sun exposure.

Although organ function can improve immediately with phlebotomy to reduce iron stores, skin hyperpigmentation does not immediately resolve.81,82

Ichthyosiform alterations in hemochromatosis

Ichthyosiform changes, in which the skin takes on the appearance of fish scales,83 can be seen in patients with hemochromatosis.80 Affected areas typically become extremely dry. Treatment includes topical hydrating creams and ointments. Avoiding sunlight is paramount, as sunlight exposure may exacerbate the condition.83

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Ribhi Hazin, MD
Harvard University, Faculty of Arts & Sciences, Cambridge, MA

Tarek I. Abu-Rajab Tamimi, MD
Department of Gastroenterology and Hepatology, Cleveland Clinic

Jamily Y. Abuzetun, MD
Department of Internal Medicine, Creighton University Medical Center, Omaha, NE

Nizar N. Zein, MD
Mikati Foundation Endowed Chair in Liver Diseases; Chief, Section of Hepatology; Medical Director of Liver Transplantation, Department of Gastroenterology and Hepatology, Transplantation Center, Cleveland Clinic

Address: Nizar N. Zein, MD, Department of Gastroenterology and Hepatology, A30, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

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Harvard University, Faculty of Arts & Sciences, Cambridge, MA

Tarek I. Abu-Rajab Tamimi, MD
Department of Gastroenterology and Hepatology, Cleveland Clinic

Jamily Y. Abuzetun, MD
Department of Internal Medicine, Creighton University Medical Center, Omaha, NE

Nizar N. Zein, MD
Mikati Foundation Endowed Chair in Liver Diseases; Chief, Section of Hepatology; Medical Director of Liver Transplantation, Department of Gastroenterology and Hepatology, Transplantation Center, Cleveland Clinic

Address: Nizar N. Zein, MD, Department of Gastroenterology and Hepatology, A30, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

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Harvard University, Faculty of Arts & Sciences, Cambridge, MA

Tarek I. Abu-Rajab Tamimi, MD
Department of Gastroenterology and Hepatology, Cleveland Clinic

Jamily Y. Abuzetun, MD
Department of Internal Medicine, Creighton University Medical Center, Omaha, NE

Nizar N. Zein, MD
Mikati Foundation Endowed Chair in Liver Diseases; Chief, Section of Hepatology; Medical Director of Liver Transplantation, Department of Gastroenterology and Hepatology, Transplantation Center, Cleveland Clinic

Address: Nizar N. Zein, MD, Department of Gastroenterology and Hepatology, A30, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

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Dysfunction in the body’s second largest organ, the liver, often yields changes in the body’s largest organ, the skin. If we can recognize these manifestations early, we are better able to promptly diagnose and treat the underlying liver disease, as well as the skin lesions.

The liver has many jobs: synthesizing proteins such as clotting factors, complements, and albumin; neutralizing toxins; and metabolizing lipids and carbohydrates. Insults to the liver can compromise any of these functions, affecting visceral organs, joints, gastrointestinal tissues, and the skin. Dermatologic signs of specific liver diseases include alopecia and vitiligo associated with autoimmune hepatitis, and xanthelasma in chronic cholestatic liver disease.

This article reviews the important cutaneous manifestations of specific liver diseases. We focus first on skin conditions that may represent liver disease, and then we discuss several major liver diseases and their typical cutaneous manifestations.

JAUNDICE AND HYPERBILIRUBINEMIA

Figure 1. Characteristic yellowish discoloration of the sclera in the eye of a patient with end-stage liver disease.
Jaundice, the cardinal sign of hyperbilirubinemia, is usually recognizable when serum bilirubin levels exceed 2.5 or 3.0 mg/dL. The color of the skin typically reflects the severity of the bilirubin elevation.1,2 Jaundice due to mild hyperbilirubinemia tends to be yellowish, while that due to severe hyperbilirubinemia tends to be brownish (Figure 1).

Establishing whether the excess bilirubin is conjugated or unconjugated gives a clue as to whether the cause is prehepatic, intrahepatic, or posthepatic.3–8 One of the liver’s main functions is to conjugate bilirubin into a secretable form. Prehepatic causes of jaundice include hemolysis and ineffective erythropoiesis, both of which lead to higher levels of circulating unconjugated bilirubin.4 Intrahepatic causes of jaundice can lead to both unconjugated and conjugated hyperbilirubinemia.4,8 Posthepatic causes such as bile duct obstruction primarily result in conjugated hyperbilirubinemia.4

PRURITUS AND PRURIGO NODULARIS

Pruritus can be multifactorial or the result of a specific dermatologic or systemic condition.9 A thorough history and physical examination are warranted to rule out hepatic or systemic causes of itching.10

The liver neutralizes toxins and filters bile salts. If its function is impaired, these materials can accumulate in the body, and deposition in the skin causes irritation and itching.11,12 In cholestatic liver disorders such as primary sclerosing cholangitis and obstructive gallstone disease, pruritus tends to be generalized, but worse on the hands and feet.13

Although the severity of pruritus is not directly associated with the level of bile salts and toxic substances, lowering bile salt levels can mitigate symptoms.11

Treatment. Pruritus due to liver disease is particularly resistant to therapy.

In a strategy described by Mela et al for managing pruritus in chronic liver disease,14 the initial treatment is the anion exchange resin cholestyramine (Questran) at a starting dose of 4 g/day, gradually increased to 24 g/day in two doses at mealtimes.

If the pruritus does not respond adequately to cholestyramine or the patient cannot tolerate the drug, then the antituberculosis drug rifampin (Rifadin) can be tried. Rifampin promotes metabolism of endogenous pruritogens and has been effective against cholestatic pruritus when started at 150 mg/day and increased up to 600 mg/day, depending on the clinical response.14

Third-line drug therapies include opioid antagonists such as naltrexone (ReVia) and nalmefene (Revex).14,15

Plasmapheresis can be considered if drug therapy fails.16 Experimental therapies include albumin dialysis using the molecular adsorbent recirculating system (a form of artificial liver support), antioxidant treatment, and bright-light therapy.15 Liver transplantation, when appropriate, also resolves cholestatic pruritus.14

Prurigo nodularis

Prurigo nodularis, distinguished by firm, crusty nodules, is associated with viral infections (eg, hepatitis C, human immunodeficiency virus), bacterial infections, and kidney dysfunction.17,18 The lesions are intensely pruritic and often lead to persistent scratching, excoriation, and, ultimately, diffuse scarring.19

Treatment. Although the exact cause of prurigo nodularis is not known and no cure exists, corticosteroid or antihistamine ointments control the symptoms in most patients with hepatitis.19 Low doses of thalidomide (Thalomid), a tumor necrosis factor antagonist, have also been used safely and effectively.18,19

 

 

SUPERFICIAL VASCULAR SIGNS

Spider angiomas

Figure 2. Spider angiomas on the neck of an elderly patient with liver failure. Note the characteristic central vessel and symmetrically radiating thin branches.
Spider angiomas, or spider nevi, are collections of dilated blood vessels near the surface of the skin.20 They appear as slightly raised, small, reddish spots from which fine lines radiate outward, giving them a spider-like appearance (Figure 2).21,22

Spider angiomas can occur anywhere on the body, but they occur most often on the face and the trunk.21,23 A key feature is that they disappear when pressure is applied and reappear when pressure is removed.23,24 Biopsy is rarely necessary for diagnosis.

These lesions occur with elevated estrogen levels, such as in cirrhosis, during estrogen therapy, or during pregnancy.25–28 Although spider angiomas are common in pregnant women and in children, adults with spider angiomas deserve a workup for liver dysfunction.29

Given their innocuous nature and asymptomatic course, spider angiomas themselves require no medical treatment.

Bier spots

Bier spots are small, irregularly shaped, hypopigmented patches on the arms and legs. They are likely due to venous stasis associated with functional damage to the small vessels of the skin.30

Since Bier spots are a sign of liver disease, they must be distinguished from true pigmentation disorders. A key distinguishing feature is that Bier spots disappear when pressure is applied. Also, raising the affected limb from a dependent position causes the hypopigmented macules of Bier spots to disappear, which is not the case in true pigmentation disorders.10,30

Paper-money skin

Paper-money skin (or “dollar-paper” markings) describes the condition in which the upper trunk is covered with many randomly scattered, needle-thin superficial capillaries. It often occurs in association with spider angiomas. The name comes from the resemblance the thread-like capillaries have to the finely chopped silk threads in American dollar bills.10,31 The condition is commonly seen in patients with alcoholic cirrhosis and may improve with hemodialysis.31

PALMAR ERYTHEMA

Palmar erythema is a florid, crimson coloration of the palms of the hands and the fingertips. It can occur anywhere on the palm and fingers but is most common on the hypothenar eminence. It can occur in a number of liver conditions but most often with cirrhosis.32 Hepatic compromise, as seen in alcoholic liver disease, disrupts the body’s androgen balance, causing local vasodilation and erythema.32,33 Although the exact mechanism remains unknown, research suggests that prostacyclins and nitric oxide play a role, as both are increased in liver disease.32,33

XANTHELASMA

Xanthelasma—a localized cholesterol deposit beneath the skin and especially beneath the eyelids—is a common manifestation of hypercholesterolemia. Xanthelasma often presents as a painless, yellowish, soft plaque with well-defined borders,34 which may enlarge over the course of weeks.

Several liver diseases can lead to various forms of secondary dyslipoproteinemia.35 The most common dyslipoproteinemias in liver disease are hypertriglyceridemia and low levels of high-density lipoprotein cholesterol, and both of these often accompany fatty liver disease.36 Hypercholesterolemia is a common feature of primary biliary cirrhosis and other forms of cholestatic liver disease.37 Studies suggest that the total plasma cholesterol level is elevated in as many as 50% of patients with compromised liver function.38

Treatment. The underlying hyperlipidemia is treated with cholesterol-lowering drugs. Laser treatment and surgical excision have proven efficacious in treating the lesions.39

OTHER CUTANEOUS FINDINGS IN LIVER DISEASE

Bleeding and bruising. Liver disease can cause hypersplenism and thrombocytopenia, in addition to a decrease in clotting factors. These may present with a myriad of cutaneous symptoms, including purpura, bleeding gums, and easy bruising and bleeding, even from minor trauma.40–42

Hyperpigmentation of the skin may accompany hemochromatosis, alcoholic liver disease, and cirrhosis.43–45

Figure 3. Onycholysis in a patient with liver disease exhibiting characteristic separation of the nail plate distally.
Hair and nail loss. Patients with hepatocellular dysfunction may develop hair-thinning or hair loss and nail changes such as clubbing, leukonychia (whitening), or onycholysis, affecting the nails of the hands and feet (Figure 3).46,47

“Terry’s nails,” in which the proximal two-thirds of the nail plate turns powdery white with a ground-glass opacity, may develop in patients with advanced cirrhosis.48

 

 

ALCOHOLIC CIRRHOSIS AND THE SKIN

The cutaneous changes associated with alcoholic cirrhosis are more widely recognized than those due to other forms of liver dysfunction. In the United States, approximately 3 million people have alcoholic cirrhosis, the second-leading reason for liver transplantation.49,50

As the body’s main site of alcohol metabolism, the liver is the organ most affected by excessive alcohol intake, which can lead to end-stage liver disease secondary to alcoholic cirrhosis.41,51 The characteristic feature of cirrhosis is advanced fibrous scarring of parenchymal tissue and the formation of regenerative nodules with increased resistance to blood flow throughout the organ.41,52 The insufficient blood flow damages vital structures in the liver and compromises liver function. For example, liver cirrhosis leads to defective hepatic synthesis of clotting factors and results in bleeding disorders.

Cutaneous lesions often accompany alcoholic cirrhosis and have been detected in up to 43% of people with chronic alcoholism.53 Skin changes in alcoholic cirrhosis can be of great diagnostic value. The combined prevalence of spider angiomas, palmar erythema, and Dupuytren contracture in alcoholic cirrhosis was found to be 72%. Paper-money skin and Dupuytren contracture are more distinct lesions for alcoholic cirrhosis.31 Recognizing these skin changes contributes to the diagnosis and staging of liver cirrhosis.51,52

Dupuytren contracture

Dupuytren contracture is characterized by progressive fibrosis and thickening of tendons in the palmar fascia, the connective tissue that lies beneath the skin of the palms.54 Over time, as fibrotic involvement expands across the fascia, rampant stiffness of the joints ensues, sometimes to a point where the fingers cannot fully flex or extend.54

Although the exact cause of Dupuytren contracture is unknown, it appears to be associated with excess alcohol consumption and can be found in patients with alcoholic cirrhosis.54,55 These patients often present with painless stiffness of the fingers, curling of fingers, and loss of motion in involved fingers.54 Surgery in the form of limited fasciectomy has been curative in such patients.54

Disseminated superficial porokeratosis

Porokeratosis is a keratinization disorder of clonal origin that presents as a linear configuration of white scaly papules that coalesce into plaques throughout the body.56 Although it most commonly afflicts fair-skinned people, patients with alcoholic cirrhosis have a much greater susceptibility than the general population.57,58

A recent study58 documented that the lesions completely resolved when liver function improved, thus underlining the relationship between the two conditions. Since immunosuppression has been linked to eruption of the lesion, the fact that both humoral and cell-mediated immune responses are impaired in alcoholic liver disease provides another dimension to the association between porokeratosis and alcoholic cirrhosis.58

These lesions can transform into squamous cell carcinoma.59 The risk of widespread metastases in squamous cell carcinoma highlights the importance of dermatologic consultation in such patients.59

HEPATITIS C AND THE SKIN

Extrahepatic manifestations have been documented in up to 74% of people with hepatitis C virus infection.60 In addition to parasthesias, arthralgias, and myalgias, hepatitis C has a significant association with porphyria cutanea tarda, lichen planus, vitiligo, sialadenitis, urticarial vasculitis, corneal ulcers, xerosis, pruritus, and prurigo nodularis.60–64 Although the primary causative agents of sialadenitis are bacteria, viruses such as hepatitis C have been implicated as a cause of chronic sialadenitis with associated xerostomia.65

Patients with hepatitis C being treated with interferons also present with cutaneous manifestations such as hyperkeratosis and vasculitis.63

Porphyria cutanea tarda

Porphyria cutanea tarda is the most common of the porphyrias, disorders distinguished by deficiencies or defects in one or more of the enzymes responsible for hepatic production of heme.66 If these enzymes are impaired, heme precursors such as porphyrins accumulate.66

Porphyria cutanea tarda results from a deficiency of the hepatic enzyme uroporphyrin decarboxylase. In the absence of this enzyme, shortwave visible light activates uroporphyrin deposited in the skin, resulting in a photochemical reaction that generates reactive oxygen species that lead to the characteristic skin blistering.

Although porphyria cutanea tarda is associated with liver disease in general, recent studies confirm that patients with hepatitis C are at particularly high risk.67 Those with the disorder often present with skin photosensitivity. 68 Many develop blisters on sun-exposed skin, including the dorsal aspects of the hands and forearms and on the neck and face. Chronic porphyria cutanea tarda can lead to scarring, alopecia, and skin ulceration.69 As the blisters heal, keratin-filled milial cysts may develop in the areas of ulceration.

The condition is also commonly associated with melasma-like hyperpigmentation and hypertrichosis in sun-exposed areas of the head and neck. People of Northern European ancestry may be more at risk than the general population because of a presumed genetic susceptibility.70

Treatment. Because many patients with porphyria cutanea tarda have iron overload, they need to restrict foods rich in iron and to avoid alcohol.71,72 Severe cases may necessitate iron removal via phlebotomy or antimalarial therapy. Patients with porphyria cutanea tarda induced by hepatitis C should have their bodily iron stores depleted before starting antiviral therapy.60

 

 

Lichen planus

Figure 4. Permanent hair loss from lichen planopilaris in a patient with chronic hepatitis C virus infection.
Lichen planus is a chronic pruritic, papular condition that often presents clinically with the “five P’s”: pruritic, planar, polygonal, purple papules. It can occur throughout the body but typically affects the wrists and ankles, causing mild to severe itching in most affected people.73 In about 50% of patients, the lesions resolve within 6 months, and in 85% they subside within 18 months.74

Lichen planopilaris is a subset of lichen planus that causes scaling and atrophy of the scalp and permanent hair loss (Figure 4).73

Interferon-induced vitiligo

Vitiligo is an autoimmune disease in which melanocytes in the skin are destroyed, with resulting depigmentation in affected areas.75 Although it has no specific association with liver disease, it has been linked to treatments for hepatitis C such as interferons.76 Interferon-induced vitiligo often completely resolves when interferon is stopped.77

Typical findings include aggregations of irregularly shaped white patches in a focal or segmental pattern.78 The diagnosis is based on the medical history, physical examination, and sometimes skin biopsy.

HEMOCHROMATOSIS

Hemochromatosis or “bronze diabetes” is a devastating multisystem disease with a relentless course. It is among the most common genetic disorders of metabolism, and results in deposition of iron in tissues and organs throughout the body, including the liver, usually in patients ages 30 to 40.

As iron stores increase in tissues and organs, multiorgan failure and associated complications may ensue. In addition, surplus iron stores can also result in widespread bronze discoloration of skin exposed to the sun. Hemochromatosis also results in loss of body hair, ichthyosiform alterations, and koilonychia.79

Treatments that lower serum iron levels can reverse the cutaneous manifestations of the disorder and minimize the risk of organ failure.

Since the condition is inherited in an autosomal-recessive pattern, family members of patients should consider being screened.80

Hyperpigmentation in hemochromatosis

Hyperpigmentation is an early sign of hemochromatosis, affecting up to 90% of patients. Usually, sun-exposed areas of the body are the most prone and take on a grayish or brownish-bronze hue.81 Cutaneous iron deposits injure vital skin structures, initiating a process that culminates in enhanced melanin production by melanocytes.82 Exposure to ultraviolet light may have synergistic effects with iron, hastening the process of hyperpigmentation. As a result of this synergistic effect, many patients with hemochromatosis notice tanning with minimal sun exposure.

Although organ function can improve immediately with phlebotomy to reduce iron stores, skin hyperpigmentation does not immediately resolve.81,82

Ichthyosiform alterations in hemochromatosis

Ichthyosiform changes, in which the skin takes on the appearance of fish scales,83 can be seen in patients with hemochromatosis.80 Affected areas typically become extremely dry. Treatment includes topical hydrating creams and ointments. Avoiding sunlight is paramount, as sunlight exposure may exacerbate the condition.83

Dysfunction in the body’s second largest organ, the liver, often yields changes in the body’s largest organ, the skin. If we can recognize these manifestations early, we are better able to promptly diagnose and treat the underlying liver disease, as well as the skin lesions.

The liver has many jobs: synthesizing proteins such as clotting factors, complements, and albumin; neutralizing toxins; and metabolizing lipids and carbohydrates. Insults to the liver can compromise any of these functions, affecting visceral organs, joints, gastrointestinal tissues, and the skin. Dermatologic signs of specific liver diseases include alopecia and vitiligo associated with autoimmune hepatitis, and xanthelasma in chronic cholestatic liver disease.

This article reviews the important cutaneous manifestations of specific liver diseases. We focus first on skin conditions that may represent liver disease, and then we discuss several major liver diseases and their typical cutaneous manifestations.

JAUNDICE AND HYPERBILIRUBINEMIA

Figure 1. Characteristic yellowish discoloration of the sclera in the eye of a patient with end-stage liver disease.
Jaundice, the cardinal sign of hyperbilirubinemia, is usually recognizable when serum bilirubin levels exceed 2.5 or 3.0 mg/dL. The color of the skin typically reflects the severity of the bilirubin elevation.1,2 Jaundice due to mild hyperbilirubinemia tends to be yellowish, while that due to severe hyperbilirubinemia tends to be brownish (Figure 1).

Establishing whether the excess bilirubin is conjugated or unconjugated gives a clue as to whether the cause is prehepatic, intrahepatic, or posthepatic.3–8 One of the liver’s main functions is to conjugate bilirubin into a secretable form. Prehepatic causes of jaundice include hemolysis and ineffective erythropoiesis, both of which lead to higher levels of circulating unconjugated bilirubin.4 Intrahepatic causes of jaundice can lead to both unconjugated and conjugated hyperbilirubinemia.4,8 Posthepatic causes such as bile duct obstruction primarily result in conjugated hyperbilirubinemia.4

PRURITUS AND PRURIGO NODULARIS

Pruritus can be multifactorial or the result of a specific dermatologic or systemic condition.9 A thorough history and physical examination are warranted to rule out hepatic or systemic causes of itching.10

The liver neutralizes toxins and filters bile salts. If its function is impaired, these materials can accumulate in the body, and deposition in the skin causes irritation and itching.11,12 In cholestatic liver disorders such as primary sclerosing cholangitis and obstructive gallstone disease, pruritus tends to be generalized, but worse on the hands and feet.13

Although the severity of pruritus is not directly associated with the level of bile salts and toxic substances, lowering bile salt levels can mitigate symptoms.11

Treatment. Pruritus due to liver disease is particularly resistant to therapy.

In a strategy described by Mela et al for managing pruritus in chronic liver disease,14 the initial treatment is the anion exchange resin cholestyramine (Questran) at a starting dose of 4 g/day, gradually increased to 24 g/day in two doses at mealtimes.

If the pruritus does not respond adequately to cholestyramine or the patient cannot tolerate the drug, then the antituberculosis drug rifampin (Rifadin) can be tried. Rifampin promotes metabolism of endogenous pruritogens and has been effective against cholestatic pruritus when started at 150 mg/day and increased up to 600 mg/day, depending on the clinical response.14

Third-line drug therapies include opioid antagonists such as naltrexone (ReVia) and nalmefene (Revex).14,15

Plasmapheresis can be considered if drug therapy fails.16 Experimental therapies include albumin dialysis using the molecular adsorbent recirculating system (a form of artificial liver support), antioxidant treatment, and bright-light therapy.15 Liver transplantation, when appropriate, also resolves cholestatic pruritus.14

Prurigo nodularis

Prurigo nodularis, distinguished by firm, crusty nodules, is associated with viral infections (eg, hepatitis C, human immunodeficiency virus), bacterial infections, and kidney dysfunction.17,18 The lesions are intensely pruritic and often lead to persistent scratching, excoriation, and, ultimately, diffuse scarring.19

Treatment. Although the exact cause of prurigo nodularis is not known and no cure exists, corticosteroid or antihistamine ointments control the symptoms in most patients with hepatitis.19 Low doses of thalidomide (Thalomid), a tumor necrosis factor antagonist, have also been used safely and effectively.18,19

 

 

SUPERFICIAL VASCULAR SIGNS

Spider angiomas

Figure 2. Spider angiomas on the neck of an elderly patient with liver failure. Note the characteristic central vessel and symmetrically radiating thin branches.
Spider angiomas, or spider nevi, are collections of dilated blood vessels near the surface of the skin.20 They appear as slightly raised, small, reddish spots from which fine lines radiate outward, giving them a spider-like appearance (Figure 2).21,22

Spider angiomas can occur anywhere on the body, but they occur most often on the face and the trunk.21,23 A key feature is that they disappear when pressure is applied and reappear when pressure is removed.23,24 Biopsy is rarely necessary for diagnosis.

These lesions occur with elevated estrogen levels, such as in cirrhosis, during estrogen therapy, or during pregnancy.25–28 Although spider angiomas are common in pregnant women and in children, adults with spider angiomas deserve a workup for liver dysfunction.29

Given their innocuous nature and asymptomatic course, spider angiomas themselves require no medical treatment.

Bier spots

Bier spots are small, irregularly shaped, hypopigmented patches on the arms and legs. They are likely due to venous stasis associated with functional damage to the small vessels of the skin.30

Since Bier spots are a sign of liver disease, they must be distinguished from true pigmentation disorders. A key distinguishing feature is that Bier spots disappear when pressure is applied. Also, raising the affected limb from a dependent position causes the hypopigmented macules of Bier spots to disappear, which is not the case in true pigmentation disorders.10,30

Paper-money skin

Paper-money skin (or “dollar-paper” markings) describes the condition in which the upper trunk is covered with many randomly scattered, needle-thin superficial capillaries. It often occurs in association with spider angiomas. The name comes from the resemblance the thread-like capillaries have to the finely chopped silk threads in American dollar bills.10,31 The condition is commonly seen in patients with alcoholic cirrhosis and may improve with hemodialysis.31

PALMAR ERYTHEMA

Palmar erythema is a florid, crimson coloration of the palms of the hands and the fingertips. It can occur anywhere on the palm and fingers but is most common on the hypothenar eminence. It can occur in a number of liver conditions but most often with cirrhosis.32 Hepatic compromise, as seen in alcoholic liver disease, disrupts the body’s androgen balance, causing local vasodilation and erythema.32,33 Although the exact mechanism remains unknown, research suggests that prostacyclins and nitric oxide play a role, as both are increased in liver disease.32,33

XANTHELASMA

Xanthelasma—a localized cholesterol deposit beneath the skin and especially beneath the eyelids—is a common manifestation of hypercholesterolemia. Xanthelasma often presents as a painless, yellowish, soft plaque with well-defined borders,34 which may enlarge over the course of weeks.

Several liver diseases can lead to various forms of secondary dyslipoproteinemia.35 The most common dyslipoproteinemias in liver disease are hypertriglyceridemia and low levels of high-density lipoprotein cholesterol, and both of these often accompany fatty liver disease.36 Hypercholesterolemia is a common feature of primary biliary cirrhosis and other forms of cholestatic liver disease.37 Studies suggest that the total plasma cholesterol level is elevated in as many as 50% of patients with compromised liver function.38

Treatment. The underlying hyperlipidemia is treated with cholesterol-lowering drugs. Laser treatment and surgical excision have proven efficacious in treating the lesions.39

OTHER CUTANEOUS FINDINGS IN LIVER DISEASE

Bleeding and bruising. Liver disease can cause hypersplenism and thrombocytopenia, in addition to a decrease in clotting factors. These may present with a myriad of cutaneous symptoms, including purpura, bleeding gums, and easy bruising and bleeding, even from minor trauma.40–42

Hyperpigmentation of the skin may accompany hemochromatosis, alcoholic liver disease, and cirrhosis.43–45

Figure 3. Onycholysis in a patient with liver disease exhibiting characteristic separation of the nail plate distally.
Hair and nail loss. Patients with hepatocellular dysfunction may develop hair-thinning or hair loss and nail changes such as clubbing, leukonychia (whitening), or onycholysis, affecting the nails of the hands and feet (Figure 3).46,47

“Terry’s nails,” in which the proximal two-thirds of the nail plate turns powdery white with a ground-glass opacity, may develop in patients with advanced cirrhosis.48

 

 

ALCOHOLIC CIRRHOSIS AND THE SKIN

The cutaneous changes associated with alcoholic cirrhosis are more widely recognized than those due to other forms of liver dysfunction. In the United States, approximately 3 million people have alcoholic cirrhosis, the second-leading reason for liver transplantation.49,50

As the body’s main site of alcohol metabolism, the liver is the organ most affected by excessive alcohol intake, which can lead to end-stage liver disease secondary to alcoholic cirrhosis.41,51 The characteristic feature of cirrhosis is advanced fibrous scarring of parenchymal tissue and the formation of regenerative nodules with increased resistance to blood flow throughout the organ.41,52 The insufficient blood flow damages vital structures in the liver and compromises liver function. For example, liver cirrhosis leads to defective hepatic synthesis of clotting factors and results in bleeding disorders.

Cutaneous lesions often accompany alcoholic cirrhosis and have been detected in up to 43% of people with chronic alcoholism.53 Skin changes in alcoholic cirrhosis can be of great diagnostic value. The combined prevalence of spider angiomas, palmar erythema, and Dupuytren contracture in alcoholic cirrhosis was found to be 72%. Paper-money skin and Dupuytren contracture are more distinct lesions for alcoholic cirrhosis.31 Recognizing these skin changes contributes to the diagnosis and staging of liver cirrhosis.51,52

Dupuytren contracture

Dupuytren contracture is characterized by progressive fibrosis and thickening of tendons in the palmar fascia, the connective tissue that lies beneath the skin of the palms.54 Over time, as fibrotic involvement expands across the fascia, rampant stiffness of the joints ensues, sometimes to a point where the fingers cannot fully flex or extend.54

Although the exact cause of Dupuytren contracture is unknown, it appears to be associated with excess alcohol consumption and can be found in patients with alcoholic cirrhosis.54,55 These patients often present with painless stiffness of the fingers, curling of fingers, and loss of motion in involved fingers.54 Surgery in the form of limited fasciectomy has been curative in such patients.54

Disseminated superficial porokeratosis

Porokeratosis is a keratinization disorder of clonal origin that presents as a linear configuration of white scaly papules that coalesce into plaques throughout the body.56 Although it most commonly afflicts fair-skinned people, patients with alcoholic cirrhosis have a much greater susceptibility than the general population.57,58

A recent study58 documented that the lesions completely resolved when liver function improved, thus underlining the relationship between the two conditions. Since immunosuppression has been linked to eruption of the lesion, the fact that both humoral and cell-mediated immune responses are impaired in alcoholic liver disease provides another dimension to the association between porokeratosis and alcoholic cirrhosis.58

These lesions can transform into squamous cell carcinoma.59 The risk of widespread metastases in squamous cell carcinoma highlights the importance of dermatologic consultation in such patients.59

HEPATITIS C AND THE SKIN

Extrahepatic manifestations have been documented in up to 74% of people with hepatitis C virus infection.60 In addition to parasthesias, arthralgias, and myalgias, hepatitis C has a significant association with porphyria cutanea tarda, lichen planus, vitiligo, sialadenitis, urticarial vasculitis, corneal ulcers, xerosis, pruritus, and prurigo nodularis.60–64 Although the primary causative agents of sialadenitis are bacteria, viruses such as hepatitis C have been implicated as a cause of chronic sialadenitis with associated xerostomia.65

Patients with hepatitis C being treated with interferons also present with cutaneous manifestations such as hyperkeratosis and vasculitis.63

Porphyria cutanea tarda

Porphyria cutanea tarda is the most common of the porphyrias, disorders distinguished by deficiencies or defects in one or more of the enzymes responsible for hepatic production of heme.66 If these enzymes are impaired, heme precursors such as porphyrins accumulate.66

Porphyria cutanea tarda results from a deficiency of the hepatic enzyme uroporphyrin decarboxylase. In the absence of this enzyme, shortwave visible light activates uroporphyrin deposited in the skin, resulting in a photochemical reaction that generates reactive oxygen species that lead to the characteristic skin blistering.

Although porphyria cutanea tarda is associated with liver disease in general, recent studies confirm that patients with hepatitis C are at particularly high risk.67 Those with the disorder often present with skin photosensitivity. 68 Many develop blisters on sun-exposed skin, including the dorsal aspects of the hands and forearms and on the neck and face. Chronic porphyria cutanea tarda can lead to scarring, alopecia, and skin ulceration.69 As the blisters heal, keratin-filled milial cysts may develop in the areas of ulceration.

The condition is also commonly associated with melasma-like hyperpigmentation and hypertrichosis in sun-exposed areas of the head and neck. People of Northern European ancestry may be more at risk than the general population because of a presumed genetic susceptibility.70

Treatment. Because many patients with porphyria cutanea tarda have iron overload, they need to restrict foods rich in iron and to avoid alcohol.71,72 Severe cases may necessitate iron removal via phlebotomy or antimalarial therapy. Patients with porphyria cutanea tarda induced by hepatitis C should have their bodily iron stores depleted before starting antiviral therapy.60

 

 

Lichen planus

Figure 4. Permanent hair loss from lichen planopilaris in a patient with chronic hepatitis C virus infection.
Lichen planus is a chronic pruritic, papular condition that often presents clinically with the “five P’s”: pruritic, planar, polygonal, purple papules. It can occur throughout the body but typically affects the wrists and ankles, causing mild to severe itching in most affected people.73 In about 50% of patients, the lesions resolve within 6 months, and in 85% they subside within 18 months.74

Lichen planopilaris is a subset of lichen planus that causes scaling and atrophy of the scalp and permanent hair loss (Figure 4).73

Interferon-induced vitiligo

Vitiligo is an autoimmune disease in which melanocytes in the skin are destroyed, with resulting depigmentation in affected areas.75 Although it has no specific association with liver disease, it has been linked to treatments for hepatitis C such as interferons.76 Interferon-induced vitiligo often completely resolves when interferon is stopped.77

Typical findings include aggregations of irregularly shaped white patches in a focal or segmental pattern.78 The diagnosis is based on the medical history, physical examination, and sometimes skin biopsy.

HEMOCHROMATOSIS

Hemochromatosis or “bronze diabetes” is a devastating multisystem disease with a relentless course. It is among the most common genetic disorders of metabolism, and results in deposition of iron in tissues and organs throughout the body, including the liver, usually in patients ages 30 to 40.

As iron stores increase in tissues and organs, multiorgan failure and associated complications may ensue. In addition, surplus iron stores can also result in widespread bronze discoloration of skin exposed to the sun. Hemochromatosis also results in loss of body hair, ichthyosiform alterations, and koilonychia.79

Treatments that lower serum iron levels can reverse the cutaneous manifestations of the disorder and minimize the risk of organ failure.

Since the condition is inherited in an autosomal-recessive pattern, family members of patients should consider being screened.80

Hyperpigmentation in hemochromatosis

Hyperpigmentation is an early sign of hemochromatosis, affecting up to 90% of patients. Usually, sun-exposed areas of the body are the most prone and take on a grayish or brownish-bronze hue.81 Cutaneous iron deposits injure vital skin structures, initiating a process that culminates in enhanced melanin production by melanocytes.82 Exposure to ultraviolet light may have synergistic effects with iron, hastening the process of hyperpigmentation. As a result of this synergistic effect, many patients with hemochromatosis notice tanning with minimal sun exposure.

Although organ function can improve immediately with phlebotomy to reduce iron stores, skin hyperpigmentation does not immediately resolve.81,82

Ichthyosiform alterations in hemochromatosis

Ichthyosiform changes, in which the skin takes on the appearance of fish scales,83 can be seen in patients with hemochromatosis.80 Affected areas typically become extremely dry. Treatment includes topical hydrating creams and ointments. Avoiding sunlight is paramount, as sunlight exposure may exacerbate the condition.83

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  36. Assy N, Kaita K, Mymin D, Levy C, Rosser B, Minuk G. Fatty infiltration of liver in hyperlipidemic patients. Dig Dis Sci 2000; 45:19291934.
  37. Allocca M, Crosignani A, Gritti A, et al. Hypercholesterolaemia is not associated with early atherosclerotic lesions in primary biliary cirrhosis. Gut 2006; 55:17951800.
  38. Dickson E, Fleming C, Ludwig J. Primary biliary cirrhosis. In:Popper H, Schaffner F, editors. Progress in Liver Diseases. New York: Grune and Stratton; 1978:487.
  39. Elner VM, Mintz R, Demirci H, Hassan AS. Local corticosteroid treatment of eyelid and orbital xanthogranuloma. Trans Am Ophthalmol Soc 2005; 103:6973.
  40. Craxi A, Camma C, Giunta M. Clinical aspects of bleeding complications in cirrhotic patients. Blood Coagul Fibrinolysis 2000; 11( suppl 1):S75579.
  41. Kajihara M, Okazaki Y, Kato S, et al. Evaluation of platelet kinetics in patients with liver cirrhosis: similarity to idiopathic thrombocytopenic purpura. J Gastroenterol Hepatol 2007; 22:112118.
  42. Levine N. Patient reports six-month history of minimally pruritic purple dots on legs. Non-blanching macules developed over six months. Geriatrics 2006; 61:22.
  43. Barton JC, Rao SV, Pereira NM, et al. Juvenile hemochromatosis in the southeastern United States: a report of seven cases in two kinships. Blood Cells Mol Dis 2002; 29:104115.
  44. Smith AG, Shuster S, Bomford A, Williams R. Plasma immunoreactive beta-melanocyte-stimulating hormone in chronic liver disease and fulminant hepatic failure. J Invest Dermatol 1978; 70:326327.
  45. Barton JC, McDonnell SM, Adams PC, et al. Management of hemochromatosis. Hemochromatosis Management Working Group. Ann Intern Med 1998; 129:932939.
  46. Bahnsen M, Gluud C, Johnsen SG, et al. Pituitary-testicular function in patients with alcoholic cirrhosis of the liver. Eur J Clin Invest 1981; 11:473479.
  47. Kumar N, Aggarwal SR, Anand BS. Comparison of truncal hair distribution in alcoholic liver disease and alcohol-related chronic pancreatitis. J Gastroenterol Hepatol 2001; 16:855856.
  48. Holzberg M, Walker HK. Terry's nails: revised definition and new correlations. Lancet 1984; 1:896899.
  49. Mandayam S, Jamal MM, Morgan TR. Epidemiology of alcoholic liver disease. Semin Liver Dis 2004; 24:217232.
  50. Belle SH, Beringer KC, Detre KM. Liver transplantation in the United States: results from the National Pitt-UNOS Liver Transplant Registry. United Network for Organ Sharing Clin Transpl 1994:1935.
  51. Dunn W, Xu R, Schwimmer JB. Modest wine drinking and decreased prevalence of suspected nonalcoholic fatty liver disease. Hepatology 2008; 47:19471954.
  52. Afford SC, Fisher NC, Neil DA, et al. Distinct patterns of chemokine expression are associated with leukocyte recruitment in alcoholic hepatitis and alcoholic cirrhosis. J Pathol 1998; 186:8289.
  53. Evstaf’ev VV, Levin MM. Dermatologic pathology in chronic alcoholics. Vestn Dermatol Venerol 1989; 8:7274.
  54. Jerosch-Herold C, Shepstone L, Chojnowski AJ, Larson D. Splinting after contracture release for Dupuytren's contracture (SCoRD): protocol of a pragmatic, multi-centre, randomized controlled trial. BMC Musculoskelet Disord 2008; 9:62.
  55. Houghton S, Holdstock G, Cockerell R, Wright R. Dupuytren’s contracture, chronic liver disease and IgA immune complexes. Liver 1983; 3:220224.
  56. Ibbotson SH. Disseminated superficial porokeratosis: what is the association with ultraviolet radiation? Clin Exp Dermatol 1996; 21:4850.
  57. Kono T, Kobayashi H, Ishii M, Nishiguchi S, Taniguchi S. Synchronous development of disseminated superficial porokeratosis and hepatitis C virus-related hepatocellular carcinoma. J Am Acad Dermatol 2000; 43:966968.
  58. Park BS, Moon SE, Kim JA. Disseminated superficial porokeratosis in a patient with chronic liver disease. J Dermatol 1997; 24:485487.
  59. Murata Y, Kumano K, Takai T. Type 2 segmental manifestation of disseminated superficial porokeratosis showing a systematized pattern of involvement and pronounced cancer proneness. Eur J Dermatol 2001; 11:191194.
  60. Galossi A, Guarisco R, Bellis L, Puoti C. Extrahepatic manifestations of chronic HCV infection. J Gastrointestin Liver Dis 2007; 16:6573.
  61. El-Serag HB, Hampel H, Yeh C, Rabeneck L. Extrahepatic manifestations of hepatitis C among United States male veterans. Hepatology 2002; 36:14391445.
  62. Stefanova-Petrova DV, Tzvetanska AH, Naumova EJ, et al. Chronic hepatitis C virus infection: prevalence of extrahepatic manifestations and association with cryoglobulinemia in Bulgarian patients. World J Gastroenterol 2007; 13:65186528.
  63. Vassilopoulos D, Calabrese LH. Extrahepatic immunological complications of hepatitis C virus infection. AIDS 2005; 19( suppl 3):S123S127.
  64. Hsing AW, Zhang M, Rashid A, et al. Hepatitis B and C virus infection and the risk of biliary tract cancer: a population-based study in China. Int J Cancer 2008; 122:18491853.
  65. Madrid C, Courtois B, Duran D. Chronic sialadenitis revealing hepatitis C: a case report. Med Oral 2004; 9:328332.
  66. Lançoni G, Ravinal RC, Costa RS, Roselino AM. Mast cells and transforming growth factor-beta expression: a possible relationship in the development of porphyria cutanea tarda skin lesions. Int J Dermatol 2008; 47:575581.
  67. Toll A, Celis R, Ozalla MD, Bruguera M, Herrero C, Ercilla MG. The prevalence of HFE C282Y gene mutation is increased in Spanish patients with porphyria cutanea tarda without hepatitis C virus infection. J Eur Acad Dermatol Venereol 2006; 20:12011206.
  68. Badminton MN, Elder GH. Management of acute and cutaneous porphyrias. Int J Clin Pract 2002; 56:272278.
  69. Jackson JM, Callen JP. Scarring alopecia and sclerodermatous changes of the scalp in a patient with hepatitis C infection. J Am Acad Dermatol 1998; 39:824826.
  70. Mortimore M, Merryweather-Clarke AT, Robson KJ, Powell LW. The haemochromatosis gene: a global perspective and implications for the Asia-Pacific region. J Gastroenterol Hepatol 1999; 14:838843.
  71. Shehan JM, Huerter CJ. Porphyria cutanea tarda associated with an acute gastrointestinal bleed: the roles of supplemental iron and blood transfusion. Cutis 2001; 68:147150.
  72. Lambrecht RW, Thapar M, Bonkovsky HL. Genetic aspects of porphyria cutanea tarda. Semin Liver Dis 2007; 27:99108.
  73. d’Ovidio R, Sgarra C, Conserva A, Angelotti UF, Erriquez R, Foti C. Alterated integrin expression in lichen planopilaris. Head Face Med 2007; 3:11.
  74. Chuang TY, Stitle L, Brashear R, Lewis C. Hepatitis C virus and lichen planus: a case-control study of 340 patients. J Am Acad Dermatol 1999; 41:787789.
  75. Kemp EH, Gavalas NG, Gawkrodger DJ, Weetman AP. Autoantibody responses to melanocytes in the depigmenting skin disease vitiligo. Autoimmun Rev 2007; 6:138142.
  76. Tomasiewicz K, Modrzewska R, Semczuk G. Vitiligo associated with pegylated interferon and ribavirin treatment of patients with chronic hepatitis C: a case report. Adv Ther 2006; 23:139142.
  77. Simsek H, Savas C, Akkiz H, Telatar H. Interferon-induced vitiligo in a patient with chronic viral hepatitis C infection. Dermatology 1996; 193:6566.
  78. Mulekar SV, Al Issa A, Asaad M, Ghwish B, Al Eisa A. Mixed vitiligo. J Cutan Med Surg. 2006; 10:104107.
  79. Waalen J, Felitti V, Gelbart T, Ho NJ, Beutler E. Prevalence of hemochromatosis-related symptoms among individuals with mutations in the HFE gene. Mayo Clin Proc 2002; 77:522530.
  80. Walker AP, Tucker DC, Hall MA, et al. Results communication and patient education after screening for possible hemochromatosis and iron overload: experience from the HEIRS study of a large ethnically and linguistically diverse group. Genet Med 2007; 9:778791.
  81. Stulberg DL, Clark N, Tovey D. Common hyperpigmentation disorders in adults: Part I. Diagnostic approach, cafe au lait macules, diffuse hyperpigmentation, sun exposure, and phototoxic reactions. Am Fam Physician 2003; 68:19551960.
  82. Tsuji T. Experimental hemosiderosis: relationship between skin pigmentation and hemosiderin. Acta Derm Venereol 1980; 60:109114.
  83. Oji V, Traupe H. Ichthyoses: differential diagnosis and molecular genetics. Eur J Dermatol 2006; 16:349359.
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  16. Neff GW, O'Brien CB, Reddy KR, et al. Preliminary observation with dronabinol in patients with intractable pruritus secondary to cholestatic liver disease. Am J Gastroenterol 2002; 97:21172119.
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  19. Stander S, Luger T, Metze D. Treatment of prurigo nodularis with topical capsaicin. J Am Acad Dermatol 2001; 44:471478.
  20. Requena L, Sangueza OP. Cutaneous vascular anomalies. Part I. Hamartomas, malformations, and dilation of preexisting vessels. J Am Acad Dermatol 1997; 37:523549.
  21. Khasnis A, Gokula RM. Spider nevus. J Postgrad Med 2002; 48:307309.
  22. Kaul V, Friedenberg FK, Braitman LE, et al. Development and validation of a model to diagnose cirrhosis in patients with hepatitis C. Am J Gastroenterol 2002; 97:26232628.
  23. Banyai AL. There is more than surface appearance to skin spiders. Chest 1971; 60:48.
  24. Errickson CV, Matus NR. Skin disorders of pregnancy. Am Fam Physician 1994; 49:605610.
  25. Li CP, Lee FY, Hwang SJ, et al. Spider angiomas in patients with liver cirrhosis: role of alcoholism and impaired liver function. Scand J Gastroenterol 1999; 34:520523.
  26. Li CP, Lee FY, Hwang SJ, et al. Role of substance P in the pathogenesis of spider angiomas in patients with nonalcoholic liver cirrhosis. Am J Gastroenterol 1999; 94:502507.
  27. Sadick NS, Niedt GW. A study of estrogen and progesterone receptors in spider telangiectasias of the lower extremities. J Dermatol Surg Oncol 1990; 16:620623.
  28. Henry F, Quatresooz P, Valverde-Lopez JC, Pierard GE. Blood vessel changes during pregnancy: a review. Am J Clin Dermatol 2006; 7:6569.
  29. Finn SM, Rowland M, Lawlor F, et al. The significance of cutaneous spider naevi in children. Arch Dis Child 2006; 91:604605.
  30. Peyrot I, Boulinguez S, Sparsa A, Le Meur Y, Bonnetblanc JM, Bedane C. Bier’s white spots associated with scleroderma renal crisis. Clin Exp Dermatol 2007; 32:165167.
  31. Satoh T, Yokozeki H, Nishioka K. Vascular spiders and paper money skin improved by hemodialysis. Dermatology 2002; 205:7374.
  32. Serrao R, Zirwas M, English JC. Palmar erythema. Am J Clin Dermatol 2007; 8:347356.
  33. Matsumoto M, Ohki K, Nagai I, Oshibuchi T. Lung traction causes an increase in plasma prostacyclin concentration and decrease in mean arterial blood pressure. Anesth Analg 1992; 75:773776.
  34. Otto AI, Horvath I, Feldmann J. Multiple firm, painless erythematous papules with a yellowish hue. Arch Dermatol 2005; 141:15951600.
  35. Gandelman G, Aronow WS, Weiss MB. Resolving hyperlipidemia after liver transplantation in a patient with primary sclerosing cholangitis. Am J Ther 2006; 13:171174.
  36. Assy N, Kaita K, Mymin D, Levy C, Rosser B, Minuk G. Fatty infiltration of liver in hyperlipidemic patients. Dig Dis Sci 2000; 45:19291934.
  37. Allocca M, Crosignani A, Gritti A, et al. Hypercholesterolaemia is not associated with early atherosclerotic lesions in primary biliary cirrhosis. Gut 2006; 55:17951800.
  38. Dickson E, Fleming C, Ludwig J. Primary biliary cirrhosis. In:Popper H, Schaffner F, editors. Progress in Liver Diseases. New York: Grune and Stratton; 1978:487.
  39. Elner VM, Mintz R, Demirci H, Hassan AS. Local corticosteroid treatment of eyelid and orbital xanthogranuloma. Trans Am Ophthalmol Soc 2005; 103:6973.
  40. Craxi A, Camma C, Giunta M. Clinical aspects of bleeding complications in cirrhotic patients. Blood Coagul Fibrinolysis 2000; 11( suppl 1):S75579.
  41. Kajihara M, Okazaki Y, Kato S, et al. Evaluation of platelet kinetics in patients with liver cirrhosis: similarity to idiopathic thrombocytopenic purpura. J Gastroenterol Hepatol 2007; 22:112118.
  42. Levine N. Patient reports six-month history of minimally pruritic purple dots on legs. Non-blanching macules developed over six months. Geriatrics 2006; 61:22.
  43. Barton JC, Rao SV, Pereira NM, et al. Juvenile hemochromatosis in the southeastern United States: a report of seven cases in two kinships. Blood Cells Mol Dis 2002; 29:104115.
  44. Smith AG, Shuster S, Bomford A, Williams R. Plasma immunoreactive beta-melanocyte-stimulating hormone in chronic liver disease and fulminant hepatic failure. J Invest Dermatol 1978; 70:326327.
  45. Barton JC, McDonnell SM, Adams PC, et al. Management of hemochromatosis. Hemochromatosis Management Working Group. Ann Intern Med 1998; 129:932939.
  46. Bahnsen M, Gluud C, Johnsen SG, et al. Pituitary-testicular function in patients with alcoholic cirrhosis of the liver. Eur J Clin Invest 1981; 11:473479.
  47. Kumar N, Aggarwal SR, Anand BS. Comparison of truncal hair distribution in alcoholic liver disease and alcohol-related chronic pancreatitis. J Gastroenterol Hepatol 2001; 16:855856.
  48. Holzberg M, Walker HK. Terry's nails: revised definition and new correlations. Lancet 1984; 1:896899.
  49. Mandayam S, Jamal MM, Morgan TR. Epidemiology of alcoholic liver disease. Semin Liver Dis 2004; 24:217232.
  50. Belle SH, Beringer KC, Detre KM. Liver transplantation in the United States: results from the National Pitt-UNOS Liver Transplant Registry. United Network for Organ Sharing Clin Transpl 1994:1935.
  51. Dunn W, Xu R, Schwimmer JB. Modest wine drinking and decreased prevalence of suspected nonalcoholic fatty liver disease. Hepatology 2008; 47:19471954.
  52. Afford SC, Fisher NC, Neil DA, et al. Distinct patterns of chemokine expression are associated with leukocyte recruitment in alcoholic hepatitis and alcoholic cirrhosis. J Pathol 1998; 186:8289.
  53. Evstaf’ev VV, Levin MM. Dermatologic pathology in chronic alcoholics. Vestn Dermatol Venerol 1989; 8:7274.
  54. Jerosch-Herold C, Shepstone L, Chojnowski AJ, Larson D. Splinting after contracture release for Dupuytren's contracture (SCoRD): protocol of a pragmatic, multi-centre, randomized controlled trial. BMC Musculoskelet Disord 2008; 9:62.
  55. Houghton S, Holdstock G, Cockerell R, Wright R. Dupuytren’s contracture, chronic liver disease and IgA immune complexes. Liver 1983; 3:220224.
  56. Ibbotson SH. Disseminated superficial porokeratosis: what is the association with ultraviolet radiation? Clin Exp Dermatol 1996; 21:4850.
  57. Kono T, Kobayashi H, Ishii M, Nishiguchi S, Taniguchi S. Synchronous development of disseminated superficial porokeratosis and hepatitis C virus-related hepatocellular carcinoma. J Am Acad Dermatol 2000; 43:966968.
  58. Park BS, Moon SE, Kim JA. Disseminated superficial porokeratosis in a patient with chronic liver disease. J Dermatol 1997; 24:485487.
  59. Murata Y, Kumano K, Takai T. Type 2 segmental manifestation of disseminated superficial porokeratosis showing a systematized pattern of involvement and pronounced cancer proneness. Eur J Dermatol 2001; 11:191194.
  60. Galossi A, Guarisco R, Bellis L, Puoti C. Extrahepatic manifestations of chronic HCV infection. J Gastrointestin Liver Dis 2007; 16:6573.
  61. El-Serag HB, Hampel H, Yeh C, Rabeneck L. Extrahepatic manifestations of hepatitis C among United States male veterans. Hepatology 2002; 36:14391445.
  62. Stefanova-Petrova DV, Tzvetanska AH, Naumova EJ, et al. Chronic hepatitis C virus infection: prevalence of extrahepatic manifestations and association with cryoglobulinemia in Bulgarian patients. World J Gastroenterol 2007; 13:65186528.
  63. Vassilopoulos D, Calabrese LH. Extrahepatic immunological complications of hepatitis C virus infection. AIDS 2005; 19( suppl 3):S123S127.
  64. Hsing AW, Zhang M, Rashid A, et al. Hepatitis B and C virus infection and the risk of biliary tract cancer: a population-based study in China. Int J Cancer 2008; 122:18491853.
  65. Madrid C, Courtois B, Duran D. Chronic sialadenitis revealing hepatitis C: a case report. Med Oral 2004; 9:328332.
  66. Lançoni G, Ravinal RC, Costa RS, Roselino AM. Mast cells and transforming growth factor-beta expression: a possible relationship in the development of porphyria cutanea tarda skin lesions. Int J Dermatol 2008; 47:575581.
  67. Toll A, Celis R, Ozalla MD, Bruguera M, Herrero C, Ercilla MG. The prevalence of HFE C282Y gene mutation is increased in Spanish patients with porphyria cutanea tarda without hepatitis C virus infection. J Eur Acad Dermatol Venereol 2006; 20:12011206.
  68. Badminton MN, Elder GH. Management of acute and cutaneous porphyrias. Int J Clin Pract 2002; 56:272278.
  69. Jackson JM, Callen JP. Scarring alopecia and sclerodermatous changes of the scalp in a patient with hepatitis C infection. J Am Acad Dermatol 1998; 39:824826.
  70. Mortimore M, Merryweather-Clarke AT, Robson KJ, Powell LW. The haemochromatosis gene: a global perspective and implications for the Asia-Pacific region. J Gastroenterol Hepatol 1999; 14:838843.
  71. Shehan JM, Huerter CJ. Porphyria cutanea tarda associated with an acute gastrointestinal bleed: the roles of supplemental iron and blood transfusion. Cutis 2001; 68:147150.
  72. Lambrecht RW, Thapar M, Bonkovsky HL. Genetic aspects of porphyria cutanea tarda. Semin Liver Dis 2007; 27:99108.
  73. d’Ovidio R, Sgarra C, Conserva A, Angelotti UF, Erriquez R, Foti C. Alterated integrin expression in lichen planopilaris. Head Face Med 2007; 3:11.
  74. Chuang TY, Stitle L, Brashear R, Lewis C. Hepatitis C virus and lichen planus: a case-control study of 340 patients. J Am Acad Dermatol 1999; 41:787789.
  75. Kemp EH, Gavalas NG, Gawkrodger DJ, Weetman AP. Autoantibody responses to melanocytes in the depigmenting skin disease vitiligo. Autoimmun Rev 2007; 6:138142.
  76. Tomasiewicz K, Modrzewska R, Semczuk G. Vitiligo associated with pegylated interferon and ribavirin treatment of patients with chronic hepatitis C: a case report. Adv Ther 2006; 23:139142.
  77. Simsek H, Savas C, Akkiz H, Telatar H. Interferon-induced vitiligo in a patient with chronic viral hepatitis C infection. Dermatology 1996; 193:6566.
  78. Mulekar SV, Al Issa A, Asaad M, Ghwish B, Al Eisa A. Mixed vitiligo. J Cutan Med Surg. 2006; 10:104107.
  79. Waalen J, Felitti V, Gelbart T, Ho NJ, Beutler E. Prevalence of hemochromatosis-related symptoms among individuals with mutations in the HFE gene. Mayo Clin Proc 2002; 77:522530.
  80. Walker AP, Tucker DC, Hall MA, et al. Results communication and patient education after screening for possible hemochromatosis and iron overload: experience from the HEIRS study of a large ethnically and linguistically diverse group. Genet Med 2007; 9:778791.
  81. Stulberg DL, Clark N, Tovey D. Common hyperpigmentation disorders in adults: Part I. Diagnostic approach, cafe au lait macules, diffuse hyperpigmentation, sun exposure, and phototoxic reactions. Am Fam Physician 2003; 68:19551960.
  82. Tsuji T. Experimental hemosiderosis: relationship between skin pigmentation and hemosiderin. Acta Derm Venereol 1980; 60:109114.
  83. Oji V, Traupe H. Ichthyoses: differential diagnosis and molecular genetics. Eur J Dermatol 2006; 16:349359.
Issue
Cleveland Clinic Journal of Medicine - 76(10)
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Cleveland Clinic Journal of Medicine - 76(10)
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599-606
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Recognizing and treating cutaneous signs of liver disease
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Recognizing and treating cutaneous signs of liver disease
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KEY POINTS

  • Pruritus due to liver disease is particularly resistant to therapy. Cholestyramine (Questran) 4 g/day, gradually increased to 24 g/day, is one option. If the pruritus does not respond or the patient cannot tolerate cholestyramine, rifampin (Rifadin) can be tried.
  • Spider angiomas, Bier spots, and “paper-money” skin are all superficial vascular problems that may be related to liver disease.
  • Cutaneous lesions often accompany alcoholic cirrhosis and have been detected in up to 43% of people with chronic alcoholism. The combination of spider angiomas, palmar erythema, and Dupuytren contracture is common in alcoholic cirrhosis.
  • Although porphyria cutanea tarda is associated with liver disease in general, recent studies show that patients with hepatitis C are at particularly high risk.
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Nephrolithiasis: Treatment, causes, and prevention

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Nephrolithiasis: Treatment, causes, and prevention

Kidney stones are not all the same, and neither are their causes (Table 1), treatment, and prevention. This paper reviews the diagnostic approach and pathophysiologic mechanisms for nephrolithiasis in order to provide a rationale for preventive management.

See related article

COMMON AND ON THE INCREASE

Nephrolithiasis is common, with a lifetime prevalence of 10% in men and 5% in women.1,2 Studies have shown that the prevalence is increasing in the United States. In the second National Health and Nutrition Examination Survey (1988–1994), the prevalence in adults ages 20 to 74 was greater than in the 1976–1980 survey (5.2% vs 3.2%).3 The increase was observed in whites but not in African Americans or Mexican Americans, was greater in men than in women, and was greater with age in each time period.

In addition, stones often recur, and each stone event can be associated with significant metabolic and intervention-related morbidity.

PRESENTATION: SEVERE COLIC

Most patients present with moderate to severe colic, caused by the stone entering the ureter. Stones in the proximal (upper) ureter cause pain in the flank or anterior upper abdomen. When the stone reaches the distal third of the ureter, pain is noted in the ipsilateral testicle or labia. A stone at the junction of the ureter and the bladder often causes dysuria, urgency, and frequency and may be mistaken for a lower urinary tract infection.

Less often, patients present with silent ureteral obstruction, unexplained persistent urinary infection, or painless hematuria. However, even in patients with symptoms, the absence of hematuria does not exclude urolithiasis. In a study of 397 patients presenting with acute symptomatic urolithiasis, 9% did not have hematuria.4

The differential diagnosis in a patient with symptoms suggesting renal colic includes:

  • Musculoskeletal pain
  • Herpes zoster
  • Diverticulitis
  • Duodenal ulcer
  • Cholecystitis
  • Pyelonephritis
  • Renal infarct
  • Renal hemorrhage
  • Gynecologic disorders
  • Ureteral obstruction from renal papillary necrosis with sloughed papillae, a blood clot, or a ureteral stricture.

HELICAL CT WITHOUT CONTRAST IS THE PREFERED IMAGING STUDY

The diagnosis can be confirmed by computed tomography (CT), renal ultrasonography, or intravenous pyelography.

Helical CT without contrast is the preferred imaging study in patients with suspected nephrolithiasis. It has several advantages over other imaging studies: it requires no radiocontrast material; it shows the distal ureters; it can detect radiolucent stones (ie, uric acid stones), radio-opaque stones, and stones as small as 1 to 2 mm; and it can detect hydronephrosis and intra-abdominal and renal disorders other than stones that could be causing the patient’s symptoms.

In a study in 100 consecutive patients presenting to an emergency department with flank pain, helical CT had a sensitivity of 98%, a specificity of 100%, a positive predictive value of 100%, and a negative predictive value of 97% for the diagnosis of ureteral stones.5 In a study of 1,000 consecutive patients with suspected stones, helical CT identified significant, additional, or alternative reasons for the patient’s symptoms in 10% of cases.6

Ultrasonography has the advantage of not using radiation, but it is less sensitive for detecting stones and can image only the kidney and the proximal ureter. A retrospective study in 123 patients found that, compared with helical CT as the gold standard, ultrasonography had a sensitivity of 24% and a specificity of 90%.7 Ultrasonography may also miss stones smaller than 3 mm in diameter.

Conventional radiography (kidney-ureter-bladder view) is inadequate for diagnosis as it may miss stones in the kidney or ureter (even small radio-opaque stones) and provides no information about possible obstruction.

Intravenous pyelography has few advantages in renal lithiasis, exposes the patient to the risk of radiocontrast infusion and contrast-mediated acute renal injury, and gives less information than noncontrast CT.

MEDICAL MANAGEMENT OF ACUTE STONE EVENTS

Most stones are smaller than 5 mm and readily pass without interventions such as lithotripsy, ureteroscopy, or percutaneous nephrolithotomy. (For more information on these interventions, see the review by Samplaski and colleagues in this issue of the Cleveland Clinic Journal of Medicine.8)

Even if the stone is as large as 1 cm, I would let the patient try to pass it spontaneously if it is in the distal ureter, and I would allow up to 4 weeks for this to happen.

For most patients, pain management is paramount. Randomized controlled trials suggest that parenteral nonsteroidal anti-inflammatory drugs (NSAIDs) are as effective as narcotics for controlling the pain of renal colic.9 Diclofenac (Voltaren) has been used in several studies.

To hasten stone passage, some recommend inducing high urine flow with oral intake of at least 2 to 3 L of fluids per 24 hours to ensure a urine output of at least 2 L per day.

Drugs may also help the stone to pass. A recent study in 210 patients with ureteral stones averaging 6 mm in diameter showed that tamsulosin (Flomax) increased the likelihood of spontaneous stone passage.10 A meta-analysis of 693 patients in nine randomized trials concluded that alpha-blockers and calcium channel blockers increased the likelihood of stone passage compared with no treatment.11 Borghi et al,12 in a randomized, double-blind study in 86 patients with unilateral ureteral stones, reported a higher rate of stone passage in patients treated with methylprednisolone (Medrol) 16 mg/day plus nifedipine (Procardia) 40 mg/day than in those given methylprednisolone alone.

 

 

PREVENTING RECURRENT STONES: PRINCIPLES AND SPECIFICS

Urinary stone disease recurs in 30% to 50% of patients within 5 years.1,13,14

In preventing recurrent stones, some principles apply to all patients and some are specific to the type of stone the patient had.

Stones form when the urine is supersaturated

Nephrolithiasis occurs when the concentration of stone-forming salts such as calcium oxalate, calcium phosphate, or uric acid is high. When the concentration is high enough to allow crystals to form or preformed crystals to grow, the urine is said to be supersaturated.

Several facors are the major determinants of whether the urine is supersaturated by different salts:

  • Calcium oxalate—low urine volume and high concentrations of calcium and oxalate
  • Calcium phosphate—a high urine calcium concentration and alkaline urine
  • Uric acid—acidic urine
  • Cystine—a high urinary cystine concentration and acidic urine.

Increasing daily fluid intake

Since the urinary concentration of stone-forming salts is strongly affected by the daily urine volume, it follows that increasing daily fluid intake is important in preventing recurrent stone disease.

In one study,15 199 patients with a first calcium stone were randomized to a program of high oral fluid intake or no intervention. Five years later, 12 (12%) of the 99 patients in the high-fluid intake group had had a second stone, compared with 27 (27%) in the untreated group (P = .008). Of interest, the baseline 24-hour urine volumes were significantly lower in patients with stones than in 101 normal controls (P = .001), suggesting that habitual low daily fluid intake is a risk factor for calcium stone disease.13

PREVENTING CALCIUM STONES

Most stones are composed of calcium oxalate or calcium phosphate. Calcium stone disease occurs most often in the 3rd to 5th decades of life.

Naturally occurring inhibitors of calcium crystal formation in the urine include citrate, nephrocalcin, uropontin, and magnesium. Of these, only citrate and magnesium levels are routinely measured; low levels of citrate are treated as a cause of calcium stone disease. It follows that the risk of calcium nephrolithiasis is the result of the interplay between the supersaturated state and the level of urinary inhibitors.16

Hypercalciuria and calcium oxalate stones

Calcium oxalate stones begin as crystals that form on the surface of the renal papillae over collections of suburothelial calcium phosphate particles called Randall plaque.17 The driving force for calcium oxalate overgrowth on plaque is calcium oxalate supersaturation, which is strongly linked to high urinary calcium excretion. The fraction of papillary surface covered by plaque in patients with idiopathic calcium oxalate stones correlates directly with the urine calcium level and inversely with urine volume and pH.18

Most patients with calcium oxalate stones have hypercalciuria (defined as 24-hour urinary calcium excretion > 300 mg in men, > 250 mg in women, or > 4 mg/kg in men or women).

Hypercalciuria can be idiopathic

Hypercalciuria can occur in primary hyperparathyroidism, sarcoidosis, vitamin D excess, corticosteroid treatment, renal tubular acidosis, hyperthyroidism, and malignant neoplasms. If none of these conditions is present, elevated urinary calcium excretion is considered idiopathic.

Some patients with idiopathic hypercalciuria have a strong family history of hypercalciuria and, likely, a genetic basis for the disease. This condition has been categorized by the presumed site of the primary abnormality:

Absorptive hypercalciuria. Most patients with idiopathic hypercalciuria absorb too much calcium from the intestine. In many of them, 1,25 dihydroxyvitamin D levels are slightly high and serum phosphorous levels are slightly low; the hypothesis is that they produce more 1,25 dihydroxyvitamin D or are more sensitive to it.19 However, Breslau et al20 showed that not all patients with idiopathic hypercalciuria have absorptive hypercalciuria mediated by 1,25 dihydroxyvitamin D, which suggests that the intestinal hyperabsorption of calcium has other mechanisms.

Resorptive hypercalciuria occurs if increased bone turnover leads to urinary loss of bone calcium.

Renal leak is due to a primary defect in renal tubular transport that causes loss of calcium into the urine and a secondary increase in intestinal calcium absorption or mobilization from bone.

This categorization is based on measuring fasting and 24-hour urine calcium, urinary calcium responses to a low-calcium diet, and responses to an oral calcium load.21 However, these studies are difficult to do and have been shown to have minimal clinical value.

To reduce calcium in the urine, limit sodium, give thiazides

Idiopathic hypercalciuria is worsened by a diet high in sodium22,23 and animal protein.24 Thiazide diuretics lower urinary calcium excretion and promote mineral retention.25 Therefore, treatment of idiopathic hypercalciuria consists of high fluid intake, dietary sodium restriction, and thiazide diuretics.

 

 

Calcium restriction is not advised

For several reasons, a calcium-restricted diet is not advised for patients with idiopathic hypercalciuria. 26 Dietary calcium restriction can put the patient into negative calcium balance. Further, it is thought that with less calcium to bind to dietary oxalate, more unbound oxalate can be absorbed in the colon and eventually excreted in the urine. This increase in urinary oxalate can be to the point of supersaturation, even though urinary calcium levels remain unchanged.25,27,28 This, in turn, increases the likelihood of stone formation.

Several studies showed that a higher intake of dietary calcium is actually associated with fewer calcium stone events in both men and women.25,27,28

Further, a study in 120 Italian patients with hypercalciuric calcium oxalate stones concluded that a diet that is normal in calcium, low in sodium, and low in animal protein was associated with a lower frequency of calcium stones than a low-calcium diet.29 Although both diets were associated with a reduction in urinary calcium concentrations, urinary oxalate excretion rose in those on a low-calcium diet and fell in those on a normal-calcium diet. The reduction in urinary oxalate excretion in patients on a normal-calcium diet was attributed to intestinal binding of dietary oxalate by dietary calcium, thus lessening the amount of free oxalate available for absorption. Although calcium oxalate excretion fell in both groups, it fell more in those on a normal calcium intake. Compared with those on a low-calcium diet, the patients on the normal-calcium, low-sodium, low-protein diet had a 50% lower risk of stones at 5 years.

Hyperparathyroidism

Primary hyperparathyroidism can cause hypercalciuria and nephrolithiasis. In one series,30 56 (4.9%) of 1,132 consecutive patients with nephrolithiasis had a confirmed diagnosis of hyperparathyroidism. Parathyroidectomy prevented subsequent stone disease in 48 patients.

However, only 17% to 24% of patients with primary hyperparathyroidism have urinary stones composed of calcium oxalate or calcium phosphate.31,32 In many studies, it was difficult to determine why a minority of these patients develop stones, but two studies shed some light on this.

Parks et al30 found that, compared with nephrolithiasis patients with idiopathic hypercalciuria, those with primary hyperparathyroidism have elevated serum calcium levels (but usually < 11.5 mg/dL), greater degrees of hypercalciuria (352 mg/day vs 252 mg/day, P < .001), and lower serum phosphate levels (2.45 vs 3.10 mg/dL, P < .001).

Odvina et al33 found, in a study of 131 patients with proven primary hyperparathyroidism, that 78 had nephrolithiasis and 53 did not. Those with stones excreted more calcium (343 mg/day) than those without stones (273 mg/day), had a higher urinary saturation of calcium oxalate and brushite, and excreted twice as much calcium following a 1-g oral calcium load.

These studies suggest that in patients with primary hyperparathyroidism, the risk of forming stones is related to the degree of hypercalciuria, and in particular to the increased intestinal absorption of dietary calcium.

Renal tubular acidosis

Features of distal renal tubular acidosis are systemic metabolic acidosis, alkaline urine, hypokalemia, hypercalciuria, hypocitraturia, and nephrolithiasis. The chronic metabolic acidosis results in loss of bone calcium, contributes to hypercalciuria, and is responsible for the hypocitraturia.34 Stone formation is the result of excessive urinary calcium excretion, the deficiency of the urinary crystal inhibitor citrate, and persistently alkaline urine.

Treatment with sodium bicarbonate or potassium citrate corrects the metabolic acidosis, reduces the loss of calcium from bone, corrects hypokalemia, and increases urinary citrate.

Too much uric acid in the urine

Elevated urinary uric acid excretion (> 800 mg/day in men, > 750 mg/day in women) is associated with formation of calcium oxalate stones35 and, in conjunction with low urine pH, with uric acid stones. An increase in dissolved uric acid salts induces heterogeneous calcium oxalate nucleation.36 In one randomized clinical trial,37 giving allopurinol (Zyloprim) lowered urinary uric acid excretion and was associated with a lower rate of calcium stone disease.

Too much oxalate in the urine

The 95th percentile for urinary oxalate excretion is 45 mg/day in women and 55 mg/day in men.38 Hyperoxaluria increases calcium oxalate supersaturation and contributes to calcium stone formation.

Normally, 90% of dietary oxalate binds to dietary calcium in the small intestine and passes into the stool as calcium oxalate; 10% of dietary oxalate remains free and is absorbed in the colon and subsequently excreted in the urine.

Hyperoxaluria may simply be a result of high dietary oxalate intake. However, increased enteric absorption of dietary oxalate can occur in those on a low-calcium diet (in which less calcium is available to bind to dietary oxalate, as described above) and may partially explain why a low-calcium diet has been associated with increased frequency of calcium stone disease.

Patients with enteric malabsorption of fat (eg, due to inflammatory bowel disease or intestinal bypass surgery for obesity) may also develop hyperoxaluria. This occurs because the excess enteric fat binds dietary calcium and allows free oxalate to be more readily absorbed in the colon.39

Rarely, hyperoxaluria is caused by one of several recessively inherited disorders of oxalate metabolism.40

The growing number of people with obesity has resulted in an upsurge in gastric bypass surgery. Although the current procedures do not pose the same metabolic risks as were noted in the 1970s when a different type of bypass was performed, the incidence of kidney stones does appear to be higher after these procedures. A recent analysis of 1,436 patients undergoing Roux-en-Y gastric bypass surgery found that 60 of them developed calcium stones afterward. Of these, 31 who underwent metabolic studies were found to have higher oxalate and lower citrate levels at 12 months of follow-up.41

Not enough citrate, a stone inhibitor

Hypocitraturia is defined as a daily urine citrate excretion less than 500 mg in women and 434 mg in men.42 As already mentioned, citrate plays an important role in inhibiting calcium crystal formation and preventing stone formation.

Urinary citrate excretion is mainly determined by tubular reabsorption, which is increased by acid loads and decreased by alkali loads.43 Low urine citrate levels are often seen in conditions that cause chronic metabolic acidosis, such as inflammatory bowel disease, intestinal malabsorption, and renal tubular acidosis—all of which are associated with increased occurrence of nephrolithiasis. However, in most nephrolithiasis patients with hypocitraturia, the cause is not apparent, and the mechanism of the hypocitraturia cannot be determined.44

In recent years, high-protein, low-carbohydrate diets have become popular for weight reduction, but they also have metabolic effects that increase the risk of stones.45 The metabolism of a diet high in animal protein produces more hydrogen ions that are buffered by bone, releasing calcium from bone and increasing urinary calcium excretion. These diets also cause intracellular acidosis, resulting in decreased urinary excretion of citrate. As a result of these effects, the stone-forming propensity of the urine is increased.

 

 

STRUVITE STONES MUST BE REMOVED

Struvite stones are the result of chronic upper urinary infection with urease-producing bacteria (Proteus sp, Haemophilus sp, Klebsiella sp, and Ureaplasma urealyticum).46,47 The hydrolysis of urea yields ammonium and hydroxyl ions and a persistently alkaline urine, and this scenario promotes the formation of stones composed of magnesium ammonium phosphate, ie, struvite.

Struvite stones, which are often branched (“staghorn” stones), occur more often in women and in patients who have chronic urinary obstruction or a neurologic disorder that impairs normal emptying of the bladder.

Treatment requires eradicating the infection with antibiotics and removing the bacteria-laden stones by one of several interventional techniques. Acetohydroxamic acid inhibits urease and has been used to treat struvite stone disease, but it has frequent and serious adverse effects.48

URIC ACID STONES FORM IN VERY ACIDIC URINE

Uric acid stones occur especially in patients with unusually low urine pH and hyperuricosuria. In some patients, this very low urine pH is the result of a defect in renal ammonia secretion, which results in less buffering of secreted hydrogen ions.49

The tendency to form uric acid stones is reported to be increasing in obese people with the metabolic syndrome. Some studies have shown that the defect in ammonia production by the kidney may be the result of insulin resistance.50

Urate stones are radiolucent but can be seen on ultrasonography and helical CT. On helical CT, they can be distinguished from calcium stones by their lower density.51

Since uric acid is much more soluble in an alkaline solution, both prevention and treatment should consist of alkalinization of urine to a pH of more than 6.0 with oral sodium bicarbonate or citrate solution and hydration. This treatment may actually dissolve uric acid stones. If hyperuricemia or hyperuricosuria is present, allopurinol can be prescribed.

CYSTINE STONES ALSO FORM IN ACIDIC URINE

Cystine stone disease occurs in people who have inherited an autosomally recessive gastrointestinal and renal tubular transport disorder of four amino acids, ie, cystine, ornithine, arginine, and lysine.52 Of these, cystine is the most insoluble in normally acidic urine and thus precipitates into stones. The onset is at a younger age than in calcium stone disease; the stones are radio-opaque.

Cystine solubility is about 243 mg/L in normal urine and rises with pH. Some patients can excrete as much as 1,000 mg per day.

Treatment53,54 consists of:

  • Hydration, to achieve daily urine volumes of 3 to 3.5 L
  • Alkalinization of the urine to a pH higher than 6.5 with potassium alkali (potassium citrate) or sodium bicarbonate
  • Reduction of protein and sodium intake to reduce cystine excretion.

If these measures fail, D-penicillamine (Depen), tiopronin (Thiola), or captopril (Capoten)55–57 can be given to convert the cystine to a more soluble disulfide cysteine-drug complex. Captopril has only a modest effect at best and is usually given with another disulfide-complexing drug; it also has the disadvantage of producing hypotension. Adverse effects of D-penicillamine and tiopronin include abdominal pain, loss of taste, fever, proteinuria, and, in rare cases, nephrotic syndrome.

WORKUP AND MANAGEMENT OF NEPHROLITHIASIS

The diagnostic evaluation of a first stone (Table 2) includes a routine chemistry panel (electrolytes, creatinine, calcium), urinalysis, parathyroid hormone measurement, and helical CT without contrast. Stone analysis should always be done whenever stone material is available.

Anyone under age 20 with an initial stone deserves a more extensive evaluation, including screening for renal tubular acidosis, cystinuria, and hyperoxaluria. A more extensive workup is also warranted in patients with a history of chronic diarrhea, sarcoidosis, or a condition associated with renal tubular acidosis (eg, Sjögren syndrome), in patients with a family history of kidney stones, in patients with high-protein weight-loss diets, and in those undergoing gastric bypass surgery for obesity. In these high-risk patients, the evaluation should include 24-hour urine studies to measure calcium, oxalate, citrate, uric acid, creatinine, sodium, and volume.

Other diagnostic clues are often helpful in the decision to do a more comprehensive evaluation.

  • Nephrocalcinosis on roentgenography suggests hyperparathyroidism, medullary sponge kidney, or renal tubular acidosis.
  • Hypercalcemia that develops after treatment of hypercalciuria with a thiazide diuretic suggests latent hyperparathyroidism.
  • A history of recurrent urinary tract infections or of anatomic abnormalities in the urinary tract should lead to an evaluation for struvite stone disease.
  • Uric acid stones should be suspected in a patient with metabolic syndrome or a history of gout and are usually accompanied by a urine pH lower than 5.5.
  • A urinalysis showing cystine crystals always indicates cystinuria, which should be confirmed by 24-hour urine cystine determination.
  • A family history of renal stones is more common in idiopathic hypercalciuria, cystinuria, primary hyperoxaluria, and renal tubular acidosis.
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Related Articles

Kidney stones are not all the same, and neither are their causes (Table 1), treatment, and prevention. This paper reviews the diagnostic approach and pathophysiologic mechanisms for nephrolithiasis in order to provide a rationale for preventive management.

See related article

COMMON AND ON THE INCREASE

Nephrolithiasis is common, with a lifetime prevalence of 10% in men and 5% in women.1,2 Studies have shown that the prevalence is increasing in the United States. In the second National Health and Nutrition Examination Survey (1988–1994), the prevalence in adults ages 20 to 74 was greater than in the 1976–1980 survey (5.2% vs 3.2%).3 The increase was observed in whites but not in African Americans or Mexican Americans, was greater in men than in women, and was greater with age in each time period.

In addition, stones often recur, and each stone event can be associated with significant metabolic and intervention-related morbidity.

PRESENTATION: SEVERE COLIC

Most patients present with moderate to severe colic, caused by the stone entering the ureter. Stones in the proximal (upper) ureter cause pain in the flank or anterior upper abdomen. When the stone reaches the distal third of the ureter, pain is noted in the ipsilateral testicle or labia. A stone at the junction of the ureter and the bladder often causes dysuria, urgency, and frequency and may be mistaken for a lower urinary tract infection.

Less often, patients present with silent ureteral obstruction, unexplained persistent urinary infection, or painless hematuria. However, even in patients with symptoms, the absence of hematuria does not exclude urolithiasis. In a study of 397 patients presenting with acute symptomatic urolithiasis, 9% did not have hematuria.4

The differential diagnosis in a patient with symptoms suggesting renal colic includes:

  • Musculoskeletal pain
  • Herpes zoster
  • Diverticulitis
  • Duodenal ulcer
  • Cholecystitis
  • Pyelonephritis
  • Renal infarct
  • Renal hemorrhage
  • Gynecologic disorders
  • Ureteral obstruction from renal papillary necrosis with sloughed papillae, a blood clot, or a ureteral stricture.

HELICAL CT WITHOUT CONTRAST IS THE PREFERED IMAGING STUDY

The diagnosis can be confirmed by computed tomography (CT), renal ultrasonography, or intravenous pyelography.

Helical CT without contrast is the preferred imaging study in patients with suspected nephrolithiasis. It has several advantages over other imaging studies: it requires no radiocontrast material; it shows the distal ureters; it can detect radiolucent stones (ie, uric acid stones), radio-opaque stones, and stones as small as 1 to 2 mm; and it can detect hydronephrosis and intra-abdominal and renal disorders other than stones that could be causing the patient’s symptoms.

In a study in 100 consecutive patients presenting to an emergency department with flank pain, helical CT had a sensitivity of 98%, a specificity of 100%, a positive predictive value of 100%, and a negative predictive value of 97% for the diagnosis of ureteral stones.5 In a study of 1,000 consecutive patients with suspected stones, helical CT identified significant, additional, or alternative reasons for the patient’s symptoms in 10% of cases.6

Ultrasonography has the advantage of not using radiation, but it is less sensitive for detecting stones and can image only the kidney and the proximal ureter. A retrospective study in 123 patients found that, compared with helical CT as the gold standard, ultrasonography had a sensitivity of 24% and a specificity of 90%.7 Ultrasonography may also miss stones smaller than 3 mm in diameter.

Conventional radiography (kidney-ureter-bladder view) is inadequate for diagnosis as it may miss stones in the kidney or ureter (even small radio-opaque stones) and provides no information about possible obstruction.

Intravenous pyelography has few advantages in renal lithiasis, exposes the patient to the risk of radiocontrast infusion and contrast-mediated acute renal injury, and gives less information than noncontrast CT.

MEDICAL MANAGEMENT OF ACUTE STONE EVENTS

Most stones are smaller than 5 mm and readily pass without interventions such as lithotripsy, ureteroscopy, or percutaneous nephrolithotomy. (For more information on these interventions, see the review by Samplaski and colleagues in this issue of the Cleveland Clinic Journal of Medicine.8)

Even if the stone is as large as 1 cm, I would let the patient try to pass it spontaneously if it is in the distal ureter, and I would allow up to 4 weeks for this to happen.

For most patients, pain management is paramount. Randomized controlled trials suggest that parenteral nonsteroidal anti-inflammatory drugs (NSAIDs) are as effective as narcotics for controlling the pain of renal colic.9 Diclofenac (Voltaren) has been used in several studies.

To hasten stone passage, some recommend inducing high urine flow with oral intake of at least 2 to 3 L of fluids per 24 hours to ensure a urine output of at least 2 L per day.

Drugs may also help the stone to pass. A recent study in 210 patients with ureteral stones averaging 6 mm in diameter showed that tamsulosin (Flomax) increased the likelihood of spontaneous stone passage.10 A meta-analysis of 693 patients in nine randomized trials concluded that alpha-blockers and calcium channel blockers increased the likelihood of stone passage compared with no treatment.11 Borghi et al,12 in a randomized, double-blind study in 86 patients with unilateral ureteral stones, reported a higher rate of stone passage in patients treated with methylprednisolone (Medrol) 16 mg/day plus nifedipine (Procardia) 40 mg/day than in those given methylprednisolone alone.

 

 

PREVENTING RECURRENT STONES: PRINCIPLES AND SPECIFICS

Urinary stone disease recurs in 30% to 50% of patients within 5 years.1,13,14

In preventing recurrent stones, some principles apply to all patients and some are specific to the type of stone the patient had.

Stones form when the urine is supersaturated

Nephrolithiasis occurs when the concentration of stone-forming salts such as calcium oxalate, calcium phosphate, or uric acid is high. When the concentration is high enough to allow crystals to form or preformed crystals to grow, the urine is said to be supersaturated.

Several facors are the major determinants of whether the urine is supersaturated by different salts:

  • Calcium oxalate—low urine volume and high concentrations of calcium and oxalate
  • Calcium phosphate—a high urine calcium concentration and alkaline urine
  • Uric acid—acidic urine
  • Cystine—a high urinary cystine concentration and acidic urine.

Increasing daily fluid intake

Since the urinary concentration of stone-forming salts is strongly affected by the daily urine volume, it follows that increasing daily fluid intake is important in preventing recurrent stone disease.

In one study,15 199 patients with a first calcium stone were randomized to a program of high oral fluid intake or no intervention. Five years later, 12 (12%) of the 99 patients in the high-fluid intake group had had a second stone, compared with 27 (27%) in the untreated group (P = .008). Of interest, the baseline 24-hour urine volumes were significantly lower in patients with stones than in 101 normal controls (P = .001), suggesting that habitual low daily fluid intake is a risk factor for calcium stone disease.13

PREVENTING CALCIUM STONES

Most stones are composed of calcium oxalate or calcium phosphate. Calcium stone disease occurs most often in the 3rd to 5th decades of life.

Naturally occurring inhibitors of calcium crystal formation in the urine include citrate, nephrocalcin, uropontin, and magnesium. Of these, only citrate and magnesium levels are routinely measured; low levels of citrate are treated as a cause of calcium stone disease. It follows that the risk of calcium nephrolithiasis is the result of the interplay between the supersaturated state and the level of urinary inhibitors.16

Hypercalciuria and calcium oxalate stones

Calcium oxalate stones begin as crystals that form on the surface of the renal papillae over collections of suburothelial calcium phosphate particles called Randall plaque.17 The driving force for calcium oxalate overgrowth on plaque is calcium oxalate supersaturation, which is strongly linked to high urinary calcium excretion. The fraction of papillary surface covered by plaque in patients with idiopathic calcium oxalate stones correlates directly with the urine calcium level and inversely with urine volume and pH.18

Most patients with calcium oxalate stones have hypercalciuria (defined as 24-hour urinary calcium excretion > 300 mg in men, > 250 mg in women, or > 4 mg/kg in men or women).

Hypercalciuria can be idiopathic

Hypercalciuria can occur in primary hyperparathyroidism, sarcoidosis, vitamin D excess, corticosteroid treatment, renal tubular acidosis, hyperthyroidism, and malignant neoplasms. If none of these conditions is present, elevated urinary calcium excretion is considered idiopathic.

Some patients with idiopathic hypercalciuria have a strong family history of hypercalciuria and, likely, a genetic basis for the disease. This condition has been categorized by the presumed site of the primary abnormality:

Absorptive hypercalciuria. Most patients with idiopathic hypercalciuria absorb too much calcium from the intestine. In many of them, 1,25 dihydroxyvitamin D levels are slightly high and serum phosphorous levels are slightly low; the hypothesis is that they produce more 1,25 dihydroxyvitamin D or are more sensitive to it.19 However, Breslau et al20 showed that not all patients with idiopathic hypercalciuria have absorptive hypercalciuria mediated by 1,25 dihydroxyvitamin D, which suggests that the intestinal hyperabsorption of calcium has other mechanisms.

Resorptive hypercalciuria occurs if increased bone turnover leads to urinary loss of bone calcium.

Renal leak is due to a primary defect in renal tubular transport that causes loss of calcium into the urine and a secondary increase in intestinal calcium absorption or mobilization from bone.

This categorization is based on measuring fasting and 24-hour urine calcium, urinary calcium responses to a low-calcium diet, and responses to an oral calcium load.21 However, these studies are difficult to do and have been shown to have minimal clinical value.

To reduce calcium in the urine, limit sodium, give thiazides

Idiopathic hypercalciuria is worsened by a diet high in sodium22,23 and animal protein.24 Thiazide diuretics lower urinary calcium excretion and promote mineral retention.25 Therefore, treatment of idiopathic hypercalciuria consists of high fluid intake, dietary sodium restriction, and thiazide diuretics.

 

 

Calcium restriction is not advised

For several reasons, a calcium-restricted diet is not advised for patients with idiopathic hypercalciuria. 26 Dietary calcium restriction can put the patient into negative calcium balance. Further, it is thought that with less calcium to bind to dietary oxalate, more unbound oxalate can be absorbed in the colon and eventually excreted in the urine. This increase in urinary oxalate can be to the point of supersaturation, even though urinary calcium levels remain unchanged.25,27,28 This, in turn, increases the likelihood of stone formation.

Several studies showed that a higher intake of dietary calcium is actually associated with fewer calcium stone events in both men and women.25,27,28

Further, a study in 120 Italian patients with hypercalciuric calcium oxalate stones concluded that a diet that is normal in calcium, low in sodium, and low in animal protein was associated with a lower frequency of calcium stones than a low-calcium diet.29 Although both diets were associated with a reduction in urinary calcium concentrations, urinary oxalate excretion rose in those on a low-calcium diet and fell in those on a normal-calcium diet. The reduction in urinary oxalate excretion in patients on a normal-calcium diet was attributed to intestinal binding of dietary oxalate by dietary calcium, thus lessening the amount of free oxalate available for absorption. Although calcium oxalate excretion fell in both groups, it fell more in those on a normal calcium intake. Compared with those on a low-calcium diet, the patients on the normal-calcium, low-sodium, low-protein diet had a 50% lower risk of stones at 5 years.

Hyperparathyroidism

Primary hyperparathyroidism can cause hypercalciuria and nephrolithiasis. In one series,30 56 (4.9%) of 1,132 consecutive patients with nephrolithiasis had a confirmed diagnosis of hyperparathyroidism. Parathyroidectomy prevented subsequent stone disease in 48 patients.

However, only 17% to 24% of patients with primary hyperparathyroidism have urinary stones composed of calcium oxalate or calcium phosphate.31,32 In many studies, it was difficult to determine why a minority of these patients develop stones, but two studies shed some light on this.

Parks et al30 found that, compared with nephrolithiasis patients with idiopathic hypercalciuria, those with primary hyperparathyroidism have elevated serum calcium levels (but usually < 11.5 mg/dL), greater degrees of hypercalciuria (352 mg/day vs 252 mg/day, P < .001), and lower serum phosphate levels (2.45 vs 3.10 mg/dL, P < .001).

Odvina et al33 found, in a study of 131 patients with proven primary hyperparathyroidism, that 78 had nephrolithiasis and 53 did not. Those with stones excreted more calcium (343 mg/day) than those without stones (273 mg/day), had a higher urinary saturation of calcium oxalate and brushite, and excreted twice as much calcium following a 1-g oral calcium load.

These studies suggest that in patients with primary hyperparathyroidism, the risk of forming stones is related to the degree of hypercalciuria, and in particular to the increased intestinal absorption of dietary calcium.

Renal tubular acidosis

Features of distal renal tubular acidosis are systemic metabolic acidosis, alkaline urine, hypokalemia, hypercalciuria, hypocitraturia, and nephrolithiasis. The chronic metabolic acidosis results in loss of bone calcium, contributes to hypercalciuria, and is responsible for the hypocitraturia.34 Stone formation is the result of excessive urinary calcium excretion, the deficiency of the urinary crystal inhibitor citrate, and persistently alkaline urine.

Treatment with sodium bicarbonate or potassium citrate corrects the metabolic acidosis, reduces the loss of calcium from bone, corrects hypokalemia, and increases urinary citrate.

Too much uric acid in the urine

Elevated urinary uric acid excretion (> 800 mg/day in men, > 750 mg/day in women) is associated with formation of calcium oxalate stones35 and, in conjunction with low urine pH, with uric acid stones. An increase in dissolved uric acid salts induces heterogeneous calcium oxalate nucleation.36 In one randomized clinical trial,37 giving allopurinol (Zyloprim) lowered urinary uric acid excretion and was associated with a lower rate of calcium stone disease.

Too much oxalate in the urine

The 95th percentile for urinary oxalate excretion is 45 mg/day in women and 55 mg/day in men.38 Hyperoxaluria increases calcium oxalate supersaturation and contributes to calcium stone formation.

Normally, 90% of dietary oxalate binds to dietary calcium in the small intestine and passes into the stool as calcium oxalate; 10% of dietary oxalate remains free and is absorbed in the colon and subsequently excreted in the urine.

Hyperoxaluria may simply be a result of high dietary oxalate intake. However, increased enteric absorption of dietary oxalate can occur in those on a low-calcium diet (in which less calcium is available to bind to dietary oxalate, as described above) and may partially explain why a low-calcium diet has been associated with increased frequency of calcium stone disease.

Patients with enteric malabsorption of fat (eg, due to inflammatory bowel disease or intestinal bypass surgery for obesity) may also develop hyperoxaluria. This occurs because the excess enteric fat binds dietary calcium and allows free oxalate to be more readily absorbed in the colon.39

Rarely, hyperoxaluria is caused by one of several recessively inherited disorders of oxalate metabolism.40

The growing number of people with obesity has resulted in an upsurge in gastric bypass surgery. Although the current procedures do not pose the same metabolic risks as were noted in the 1970s when a different type of bypass was performed, the incidence of kidney stones does appear to be higher after these procedures. A recent analysis of 1,436 patients undergoing Roux-en-Y gastric bypass surgery found that 60 of them developed calcium stones afterward. Of these, 31 who underwent metabolic studies were found to have higher oxalate and lower citrate levels at 12 months of follow-up.41

Not enough citrate, a stone inhibitor

Hypocitraturia is defined as a daily urine citrate excretion less than 500 mg in women and 434 mg in men.42 As already mentioned, citrate plays an important role in inhibiting calcium crystal formation and preventing stone formation.

Urinary citrate excretion is mainly determined by tubular reabsorption, which is increased by acid loads and decreased by alkali loads.43 Low urine citrate levels are often seen in conditions that cause chronic metabolic acidosis, such as inflammatory bowel disease, intestinal malabsorption, and renal tubular acidosis—all of which are associated with increased occurrence of nephrolithiasis. However, in most nephrolithiasis patients with hypocitraturia, the cause is not apparent, and the mechanism of the hypocitraturia cannot be determined.44

In recent years, high-protein, low-carbohydrate diets have become popular for weight reduction, but they also have metabolic effects that increase the risk of stones.45 The metabolism of a diet high in animal protein produces more hydrogen ions that are buffered by bone, releasing calcium from bone and increasing urinary calcium excretion. These diets also cause intracellular acidosis, resulting in decreased urinary excretion of citrate. As a result of these effects, the stone-forming propensity of the urine is increased.

 

 

STRUVITE STONES MUST BE REMOVED

Struvite stones are the result of chronic upper urinary infection with urease-producing bacteria (Proteus sp, Haemophilus sp, Klebsiella sp, and Ureaplasma urealyticum).46,47 The hydrolysis of urea yields ammonium and hydroxyl ions and a persistently alkaline urine, and this scenario promotes the formation of stones composed of magnesium ammonium phosphate, ie, struvite.

Struvite stones, which are often branched (“staghorn” stones), occur more often in women and in patients who have chronic urinary obstruction or a neurologic disorder that impairs normal emptying of the bladder.

Treatment requires eradicating the infection with antibiotics and removing the bacteria-laden stones by one of several interventional techniques. Acetohydroxamic acid inhibits urease and has been used to treat struvite stone disease, but it has frequent and serious adverse effects.48

URIC ACID STONES FORM IN VERY ACIDIC URINE

Uric acid stones occur especially in patients with unusually low urine pH and hyperuricosuria. In some patients, this very low urine pH is the result of a defect in renal ammonia secretion, which results in less buffering of secreted hydrogen ions.49

The tendency to form uric acid stones is reported to be increasing in obese people with the metabolic syndrome. Some studies have shown that the defect in ammonia production by the kidney may be the result of insulin resistance.50

Urate stones are radiolucent but can be seen on ultrasonography and helical CT. On helical CT, they can be distinguished from calcium stones by their lower density.51

Since uric acid is much more soluble in an alkaline solution, both prevention and treatment should consist of alkalinization of urine to a pH of more than 6.0 with oral sodium bicarbonate or citrate solution and hydration. This treatment may actually dissolve uric acid stones. If hyperuricemia or hyperuricosuria is present, allopurinol can be prescribed.

CYSTINE STONES ALSO FORM IN ACIDIC URINE

Cystine stone disease occurs in people who have inherited an autosomally recessive gastrointestinal and renal tubular transport disorder of four amino acids, ie, cystine, ornithine, arginine, and lysine.52 Of these, cystine is the most insoluble in normally acidic urine and thus precipitates into stones. The onset is at a younger age than in calcium stone disease; the stones are radio-opaque.

Cystine solubility is about 243 mg/L in normal urine and rises with pH. Some patients can excrete as much as 1,000 mg per day.

Treatment53,54 consists of:

  • Hydration, to achieve daily urine volumes of 3 to 3.5 L
  • Alkalinization of the urine to a pH higher than 6.5 with potassium alkali (potassium citrate) or sodium bicarbonate
  • Reduction of protein and sodium intake to reduce cystine excretion.

If these measures fail, D-penicillamine (Depen), tiopronin (Thiola), or captopril (Capoten)55–57 can be given to convert the cystine to a more soluble disulfide cysteine-drug complex. Captopril has only a modest effect at best and is usually given with another disulfide-complexing drug; it also has the disadvantage of producing hypotension. Adverse effects of D-penicillamine and tiopronin include abdominal pain, loss of taste, fever, proteinuria, and, in rare cases, nephrotic syndrome.

WORKUP AND MANAGEMENT OF NEPHROLITHIASIS

The diagnostic evaluation of a first stone (Table 2) includes a routine chemistry panel (electrolytes, creatinine, calcium), urinalysis, parathyroid hormone measurement, and helical CT without contrast. Stone analysis should always be done whenever stone material is available.

Anyone under age 20 with an initial stone deserves a more extensive evaluation, including screening for renal tubular acidosis, cystinuria, and hyperoxaluria. A more extensive workup is also warranted in patients with a history of chronic diarrhea, sarcoidosis, or a condition associated with renal tubular acidosis (eg, Sjögren syndrome), in patients with a family history of kidney stones, in patients with high-protein weight-loss diets, and in those undergoing gastric bypass surgery for obesity. In these high-risk patients, the evaluation should include 24-hour urine studies to measure calcium, oxalate, citrate, uric acid, creatinine, sodium, and volume.

Other diagnostic clues are often helpful in the decision to do a more comprehensive evaluation.

  • Nephrocalcinosis on roentgenography suggests hyperparathyroidism, medullary sponge kidney, or renal tubular acidosis.
  • Hypercalcemia that develops after treatment of hypercalciuria with a thiazide diuretic suggests latent hyperparathyroidism.
  • A history of recurrent urinary tract infections or of anatomic abnormalities in the urinary tract should lead to an evaluation for struvite stone disease.
  • Uric acid stones should be suspected in a patient with metabolic syndrome or a history of gout and are usually accompanied by a urine pH lower than 5.5.
  • A urinalysis showing cystine crystals always indicates cystinuria, which should be confirmed by 24-hour urine cystine determination.
  • A family history of renal stones is more common in idiopathic hypercalciuria, cystinuria, primary hyperoxaluria, and renal tubular acidosis.

Kidney stones are not all the same, and neither are their causes (Table 1), treatment, and prevention. This paper reviews the diagnostic approach and pathophysiologic mechanisms for nephrolithiasis in order to provide a rationale for preventive management.

See related article

COMMON AND ON THE INCREASE

Nephrolithiasis is common, with a lifetime prevalence of 10% in men and 5% in women.1,2 Studies have shown that the prevalence is increasing in the United States. In the second National Health and Nutrition Examination Survey (1988–1994), the prevalence in adults ages 20 to 74 was greater than in the 1976–1980 survey (5.2% vs 3.2%).3 The increase was observed in whites but not in African Americans or Mexican Americans, was greater in men than in women, and was greater with age in each time period.

In addition, stones often recur, and each stone event can be associated with significant metabolic and intervention-related morbidity.

PRESENTATION: SEVERE COLIC

Most patients present with moderate to severe colic, caused by the stone entering the ureter. Stones in the proximal (upper) ureter cause pain in the flank or anterior upper abdomen. When the stone reaches the distal third of the ureter, pain is noted in the ipsilateral testicle or labia. A stone at the junction of the ureter and the bladder often causes dysuria, urgency, and frequency and may be mistaken for a lower urinary tract infection.

Less often, patients present with silent ureteral obstruction, unexplained persistent urinary infection, or painless hematuria. However, even in patients with symptoms, the absence of hematuria does not exclude urolithiasis. In a study of 397 patients presenting with acute symptomatic urolithiasis, 9% did not have hematuria.4

The differential diagnosis in a patient with symptoms suggesting renal colic includes:

  • Musculoskeletal pain
  • Herpes zoster
  • Diverticulitis
  • Duodenal ulcer
  • Cholecystitis
  • Pyelonephritis
  • Renal infarct
  • Renal hemorrhage
  • Gynecologic disorders
  • Ureteral obstruction from renal papillary necrosis with sloughed papillae, a blood clot, or a ureteral stricture.

HELICAL CT WITHOUT CONTRAST IS THE PREFERED IMAGING STUDY

The diagnosis can be confirmed by computed tomography (CT), renal ultrasonography, or intravenous pyelography.

Helical CT without contrast is the preferred imaging study in patients with suspected nephrolithiasis. It has several advantages over other imaging studies: it requires no radiocontrast material; it shows the distal ureters; it can detect radiolucent stones (ie, uric acid stones), radio-opaque stones, and stones as small as 1 to 2 mm; and it can detect hydronephrosis and intra-abdominal and renal disorders other than stones that could be causing the patient’s symptoms.

In a study in 100 consecutive patients presenting to an emergency department with flank pain, helical CT had a sensitivity of 98%, a specificity of 100%, a positive predictive value of 100%, and a negative predictive value of 97% for the diagnosis of ureteral stones.5 In a study of 1,000 consecutive patients with suspected stones, helical CT identified significant, additional, or alternative reasons for the patient’s symptoms in 10% of cases.6

Ultrasonography has the advantage of not using radiation, but it is less sensitive for detecting stones and can image only the kidney and the proximal ureter. A retrospective study in 123 patients found that, compared with helical CT as the gold standard, ultrasonography had a sensitivity of 24% and a specificity of 90%.7 Ultrasonography may also miss stones smaller than 3 mm in diameter.

Conventional radiography (kidney-ureter-bladder view) is inadequate for diagnosis as it may miss stones in the kidney or ureter (even small radio-opaque stones) and provides no information about possible obstruction.

Intravenous pyelography has few advantages in renal lithiasis, exposes the patient to the risk of radiocontrast infusion and contrast-mediated acute renal injury, and gives less information than noncontrast CT.

MEDICAL MANAGEMENT OF ACUTE STONE EVENTS

Most stones are smaller than 5 mm and readily pass without interventions such as lithotripsy, ureteroscopy, or percutaneous nephrolithotomy. (For more information on these interventions, see the review by Samplaski and colleagues in this issue of the Cleveland Clinic Journal of Medicine.8)

Even if the stone is as large as 1 cm, I would let the patient try to pass it spontaneously if it is in the distal ureter, and I would allow up to 4 weeks for this to happen.

For most patients, pain management is paramount. Randomized controlled trials suggest that parenteral nonsteroidal anti-inflammatory drugs (NSAIDs) are as effective as narcotics for controlling the pain of renal colic.9 Diclofenac (Voltaren) has been used in several studies.

To hasten stone passage, some recommend inducing high urine flow with oral intake of at least 2 to 3 L of fluids per 24 hours to ensure a urine output of at least 2 L per day.

Drugs may also help the stone to pass. A recent study in 210 patients with ureteral stones averaging 6 mm in diameter showed that tamsulosin (Flomax) increased the likelihood of spontaneous stone passage.10 A meta-analysis of 693 patients in nine randomized trials concluded that alpha-blockers and calcium channel blockers increased the likelihood of stone passage compared with no treatment.11 Borghi et al,12 in a randomized, double-blind study in 86 patients with unilateral ureteral stones, reported a higher rate of stone passage in patients treated with methylprednisolone (Medrol) 16 mg/day plus nifedipine (Procardia) 40 mg/day than in those given methylprednisolone alone.

 

 

PREVENTING RECURRENT STONES: PRINCIPLES AND SPECIFICS

Urinary stone disease recurs in 30% to 50% of patients within 5 years.1,13,14

In preventing recurrent stones, some principles apply to all patients and some are specific to the type of stone the patient had.

Stones form when the urine is supersaturated

Nephrolithiasis occurs when the concentration of stone-forming salts such as calcium oxalate, calcium phosphate, or uric acid is high. When the concentration is high enough to allow crystals to form or preformed crystals to grow, the urine is said to be supersaturated.

Several facors are the major determinants of whether the urine is supersaturated by different salts:

  • Calcium oxalate—low urine volume and high concentrations of calcium and oxalate
  • Calcium phosphate—a high urine calcium concentration and alkaline urine
  • Uric acid—acidic urine
  • Cystine—a high urinary cystine concentration and acidic urine.

Increasing daily fluid intake

Since the urinary concentration of stone-forming salts is strongly affected by the daily urine volume, it follows that increasing daily fluid intake is important in preventing recurrent stone disease.

In one study,15 199 patients with a first calcium stone were randomized to a program of high oral fluid intake or no intervention. Five years later, 12 (12%) of the 99 patients in the high-fluid intake group had had a second stone, compared with 27 (27%) in the untreated group (P = .008). Of interest, the baseline 24-hour urine volumes were significantly lower in patients with stones than in 101 normal controls (P = .001), suggesting that habitual low daily fluid intake is a risk factor for calcium stone disease.13

PREVENTING CALCIUM STONES

Most stones are composed of calcium oxalate or calcium phosphate. Calcium stone disease occurs most often in the 3rd to 5th decades of life.

Naturally occurring inhibitors of calcium crystal formation in the urine include citrate, nephrocalcin, uropontin, and magnesium. Of these, only citrate and magnesium levels are routinely measured; low levels of citrate are treated as a cause of calcium stone disease. It follows that the risk of calcium nephrolithiasis is the result of the interplay between the supersaturated state and the level of urinary inhibitors.16

Hypercalciuria and calcium oxalate stones

Calcium oxalate stones begin as crystals that form on the surface of the renal papillae over collections of suburothelial calcium phosphate particles called Randall plaque.17 The driving force for calcium oxalate overgrowth on plaque is calcium oxalate supersaturation, which is strongly linked to high urinary calcium excretion. The fraction of papillary surface covered by plaque in patients with idiopathic calcium oxalate stones correlates directly with the urine calcium level and inversely with urine volume and pH.18

Most patients with calcium oxalate stones have hypercalciuria (defined as 24-hour urinary calcium excretion > 300 mg in men, > 250 mg in women, or > 4 mg/kg in men or women).

Hypercalciuria can be idiopathic

Hypercalciuria can occur in primary hyperparathyroidism, sarcoidosis, vitamin D excess, corticosteroid treatment, renal tubular acidosis, hyperthyroidism, and malignant neoplasms. If none of these conditions is present, elevated urinary calcium excretion is considered idiopathic.

Some patients with idiopathic hypercalciuria have a strong family history of hypercalciuria and, likely, a genetic basis for the disease. This condition has been categorized by the presumed site of the primary abnormality:

Absorptive hypercalciuria. Most patients with idiopathic hypercalciuria absorb too much calcium from the intestine. In many of them, 1,25 dihydroxyvitamin D levels are slightly high and serum phosphorous levels are slightly low; the hypothesis is that they produce more 1,25 dihydroxyvitamin D or are more sensitive to it.19 However, Breslau et al20 showed that not all patients with idiopathic hypercalciuria have absorptive hypercalciuria mediated by 1,25 dihydroxyvitamin D, which suggests that the intestinal hyperabsorption of calcium has other mechanisms.

Resorptive hypercalciuria occurs if increased bone turnover leads to urinary loss of bone calcium.

Renal leak is due to a primary defect in renal tubular transport that causes loss of calcium into the urine and a secondary increase in intestinal calcium absorption or mobilization from bone.

This categorization is based on measuring fasting and 24-hour urine calcium, urinary calcium responses to a low-calcium diet, and responses to an oral calcium load.21 However, these studies are difficult to do and have been shown to have minimal clinical value.

To reduce calcium in the urine, limit sodium, give thiazides

Idiopathic hypercalciuria is worsened by a diet high in sodium22,23 and animal protein.24 Thiazide diuretics lower urinary calcium excretion and promote mineral retention.25 Therefore, treatment of idiopathic hypercalciuria consists of high fluid intake, dietary sodium restriction, and thiazide diuretics.

 

 

Calcium restriction is not advised

For several reasons, a calcium-restricted diet is not advised for patients with idiopathic hypercalciuria. 26 Dietary calcium restriction can put the patient into negative calcium balance. Further, it is thought that with less calcium to bind to dietary oxalate, more unbound oxalate can be absorbed in the colon and eventually excreted in the urine. This increase in urinary oxalate can be to the point of supersaturation, even though urinary calcium levels remain unchanged.25,27,28 This, in turn, increases the likelihood of stone formation.

Several studies showed that a higher intake of dietary calcium is actually associated with fewer calcium stone events in both men and women.25,27,28

Further, a study in 120 Italian patients with hypercalciuric calcium oxalate stones concluded that a diet that is normal in calcium, low in sodium, and low in animal protein was associated with a lower frequency of calcium stones than a low-calcium diet.29 Although both diets were associated with a reduction in urinary calcium concentrations, urinary oxalate excretion rose in those on a low-calcium diet and fell in those on a normal-calcium diet. The reduction in urinary oxalate excretion in patients on a normal-calcium diet was attributed to intestinal binding of dietary oxalate by dietary calcium, thus lessening the amount of free oxalate available for absorption. Although calcium oxalate excretion fell in both groups, it fell more in those on a normal calcium intake. Compared with those on a low-calcium diet, the patients on the normal-calcium, low-sodium, low-protein diet had a 50% lower risk of stones at 5 years.

Hyperparathyroidism

Primary hyperparathyroidism can cause hypercalciuria and nephrolithiasis. In one series,30 56 (4.9%) of 1,132 consecutive patients with nephrolithiasis had a confirmed diagnosis of hyperparathyroidism. Parathyroidectomy prevented subsequent stone disease in 48 patients.

However, only 17% to 24% of patients with primary hyperparathyroidism have urinary stones composed of calcium oxalate or calcium phosphate.31,32 In many studies, it was difficult to determine why a minority of these patients develop stones, but two studies shed some light on this.

Parks et al30 found that, compared with nephrolithiasis patients with idiopathic hypercalciuria, those with primary hyperparathyroidism have elevated serum calcium levels (but usually < 11.5 mg/dL), greater degrees of hypercalciuria (352 mg/day vs 252 mg/day, P < .001), and lower serum phosphate levels (2.45 vs 3.10 mg/dL, P < .001).

Odvina et al33 found, in a study of 131 patients with proven primary hyperparathyroidism, that 78 had nephrolithiasis and 53 did not. Those with stones excreted more calcium (343 mg/day) than those without stones (273 mg/day), had a higher urinary saturation of calcium oxalate and brushite, and excreted twice as much calcium following a 1-g oral calcium load.

These studies suggest that in patients with primary hyperparathyroidism, the risk of forming stones is related to the degree of hypercalciuria, and in particular to the increased intestinal absorption of dietary calcium.

Renal tubular acidosis

Features of distal renal tubular acidosis are systemic metabolic acidosis, alkaline urine, hypokalemia, hypercalciuria, hypocitraturia, and nephrolithiasis. The chronic metabolic acidosis results in loss of bone calcium, contributes to hypercalciuria, and is responsible for the hypocitraturia.34 Stone formation is the result of excessive urinary calcium excretion, the deficiency of the urinary crystal inhibitor citrate, and persistently alkaline urine.

Treatment with sodium bicarbonate or potassium citrate corrects the metabolic acidosis, reduces the loss of calcium from bone, corrects hypokalemia, and increases urinary citrate.

Too much uric acid in the urine

Elevated urinary uric acid excretion (> 800 mg/day in men, > 750 mg/day in women) is associated with formation of calcium oxalate stones35 and, in conjunction with low urine pH, with uric acid stones. An increase in dissolved uric acid salts induces heterogeneous calcium oxalate nucleation.36 In one randomized clinical trial,37 giving allopurinol (Zyloprim) lowered urinary uric acid excretion and was associated with a lower rate of calcium stone disease.

Too much oxalate in the urine

The 95th percentile for urinary oxalate excretion is 45 mg/day in women and 55 mg/day in men.38 Hyperoxaluria increases calcium oxalate supersaturation and contributes to calcium stone formation.

Normally, 90% of dietary oxalate binds to dietary calcium in the small intestine and passes into the stool as calcium oxalate; 10% of dietary oxalate remains free and is absorbed in the colon and subsequently excreted in the urine.

Hyperoxaluria may simply be a result of high dietary oxalate intake. However, increased enteric absorption of dietary oxalate can occur in those on a low-calcium diet (in which less calcium is available to bind to dietary oxalate, as described above) and may partially explain why a low-calcium diet has been associated with increased frequency of calcium stone disease.

Patients with enteric malabsorption of fat (eg, due to inflammatory bowel disease or intestinal bypass surgery for obesity) may also develop hyperoxaluria. This occurs because the excess enteric fat binds dietary calcium and allows free oxalate to be more readily absorbed in the colon.39

Rarely, hyperoxaluria is caused by one of several recessively inherited disorders of oxalate metabolism.40

The growing number of people with obesity has resulted in an upsurge in gastric bypass surgery. Although the current procedures do not pose the same metabolic risks as were noted in the 1970s when a different type of bypass was performed, the incidence of kidney stones does appear to be higher after these procedures. A recent analysis of 1,436 patients undergoing Roux-en-Y gastric bypass surgery found that 60 of them developed calcium stones afterward. Of these, 31 who underwent metabolic studies were found to have higher oxalate and lower citrate levels at 12 months of follow-up.41

Not enough citrate, a stone inhibitor

Hypocitraturia is defined as a daily urine citrate excretion less than 500 mg in women and 434 mg in men.42 As already mentioned, citrate plays an important role in inhibiting calcium crystal formation and preventing stone formation.

Urinary citrate excretion is mainly determined by tubular reabsorption, which is increased by acid loads and decreased by alkali loads.43 Low urine citrate levels are often seen in conditions that cause chronic metabolic acidosis, such as inflammatory bowel disease, intestinal malabsorption, and renal tubular acidosis—all of which are associated with increased occurrence of nephrolithiasis. However, in most nephrolithiasis patients with hypocitraturia, the cause is not apparent, and the mechanism of the hypocitraturia cannot be determined.44

In recent years, high-protein, low-carbohydrate diets have become popular for weight reduction, but they also have metabolic effects that increase the risk of stones.45 The metabolism of a diet high in animal protein produces more hydrogen ions that are buffered by bone, releasing calcium from bone and increasing urinary calcium excretion. These diets also cause intracellular acidosis, resulting in decreased urinary excretion of citrate. As a result of these effects, the stone-forming propensity of the urine is increased.

 

 

STRUVITE STONES MUST BE REMOVED

Struvite stones are the result of chronic upper urinary infection with urease-producing bacteria (Proteus sp, Haemophilus sp, Klebsiella sp, and Ureaplasma urealyticum).46,47 The hydrolysis of urea yields ammonium and hydroxyl ions and a persistently alkaline urine, and this scenario promotes the formation of stones composed of magnesium ammonium phosphate, ie, struvite.

Struvite stones, which are often branched (“staghorn” stones), occur more often in women and in patients who have chronic urinary obstruction or a neurologic disorder that impairs normal emptying of the bladder.

Treatment requires eradicating the infection with antibiotics and removing the bacteria-laden stones by one of several interventional techniques. Acetohydroxamic acid inhibits urease and has been used to treat struvite stone disease, but it has frequent and serious adverse effects.48

URIC ACID STONES FORM IN VERY ACIDIC URINE

Uric acid stones occur especially in patients with unusually low urine pH and hyperuricosuria. In some patients, this very low urine pH is the result of a defect in renal ammonia secretion, which results in less buffering of secreted hydrogen ions.49

The tendency to form uric acid stones is reported to be increasing in obese people with the metabolic syndrome. Some studies have shown that the defect in ammonia production by the kidney may be the result of insulin resistance.50

Urate stones are radiolucent but can be seen on ultrasonography and helical CT. On helical CT, they can be distinguished from calcium stones by their lower density.51

Since uric acid is much more soluble in an alkaline solution, both prevention and treatment should consist of alkalinization of urine to a pH of more than 6.0 with oral sodium bicarbonate or citrate solution and hydration. This treatment may actually dissolve uric acid stones. If hyperuricemia or hyperuricosuria is present, allopurinol can be prescribed.

CYSTINE STONES ALSO FORM IN ACIDIC URINE

Cystine stone disease occurs in people who have inherited an autosomally recessive gastrointestinal and renal tubular transport disorder of four amino acids, ie, cystine, ornithine, arginine, and lysine.52 Of these, cystine is the most insoluble in normally acidic urine and thus precipitates into stones. The onset is at a younger age than in calcium stone disease; the stones are radio-opaque.

Cystine solubility is about 243 mg/L in normal urine and rises with pH. Some patients can excrete as much as 1,000 mg per day.

Treatment53,54 consists of:

  • Hydration, to achieve daily urine volumes of 3 to 3.5 L
  • Alkalinization of the urine to a pH higher than 6.5 with potassium alkali (potassium citrate) or sodium bicarbonate
  • Reduction of protein and sodium intake to reduce cystine excretion.

If these measures fail, D-penicillamine (Depen), tiopronin (Thiola), or captopril (Capoten)55–57 can be given to convert the cystine to a more soluble disulfide cysteine-drug complex. Captopril has only a modest effect at best and is usually given with another disulfide-complexing drug; it also has the disadvantage of producing hypotension. Adverse effects of D-penicillamine and tiopronin include abdominal pain, loss of taste, fever, proteinuria, and, in rare cases, nephrotic syndrome.

WORKUP AND MANAGEMENT OF NEPHROLITHIASIS

The diagnostic evaluation of a first stone (Table 2) includes a routine chemistry panel (electrolytes, creatinine, calcium), urinalysis, parathyroid hormone measurement, and helical CT without contrast. Stone analysis should always be done whenever stone material is available.

Anyone under age 20 with an initial stone deserves a more extensive evaluation, including screening for renal tubular acidosis, cystinuria, and hyperoxaluria. A more extensive workup is also warranted in patients with a history of chronic diarrhea, sarcoidosis, or a condition associated with renal tubular acidosis (eg, Sjögren syndrome), in patients with a family history of kidney stones, in patients with high-protein weight-loss diets, and in those undergoing gastric bypass surgery for obesity. In these high-risk patients, the evaluation should include 24-hour urine studies to measure calcium, oxalate, citrate, uric acid, creatinine, sodium, and volume.

Other diagnostic clues are often helpful in the decision to do a more comprehensive evaluation.

  • Nephrocalcinosis on roentgenography suggests hyperparathyroidism, medullary sponge kidney, or renal tubular acidosis.
  • Hypercalcemia that develops after treatment of hypercalciuria with a thiazide diuretic suggests latent hyperparathyroidism.
  • A history of recurrent urinary tract infections or of anatomic abnormalities in the urinary tract should lead to an evaluation for struvite stone disease.
  • Uric acid stones should be suspected in a patient with metabolic syndrome or a history of gout and are usually accompanied by a urine pH lower than 5.5.
  • A urinalysis showing cystine crystals always indicates cystinuria, which should be confirmed by 24-hour urine cystine determination.
  • A family history of renal stones is more common in idiopathic hypercalciuria, cystinuria, primary hyperoxaluria, and renal tubular acidosis.
References
  1. Johnson CM, Wilson DM, O’Fallon WM, Malek RS, Kurland LT. Renal stone epidemiology: a 25-year study in Rochester, Minnesota. Kidney Int 1979; 16:624631.
  2. Hiatt RA, Dales LG, Friedman GD, Hunkeler EM. Frequency of urolithiasis in a prepaid medical care program. Am J Epidemiol 1982; 115:255265.
  3. Stamatelou KK, Francis ME, Jones CA, Nyberg LM, Curhan GC. Time trends in reported prevalence of kidney stones in the United States: 1976–1994. Kidney Int 2003; 63:18171823.
  4. Li J, Kennedy D, Levine M, Kumar A, Mullen J. Absent hematuria and expensive computerized tomography: case characteristics of emergency urolithiasis. J Urol 2001; 165:782784.
  5. Fielding JR, Steele G, Fox LA, Heller H, Loughlin KR. Spiral computerized tomography in the evaluation of acute flank pain: a replacement for excretory urography. J Urol 1997; 157:20712073.
  6. Katz DS, Scheer M, Lumerman JH, Mellinger BC, Stillman CA, Lane MJ. Alternative or additional diagnoses on unenhanced helical computed tomography for suspected renal colic: experience with 1,000 consecutive examinations. Urology 2000; 56:5357.
  7. Fowler KAB, Locken JA, Duchesne JH, Williamson MR. US for detecting renal calculi with nonenhanced CT as a reference standard. Radiology 2002; 222:109113.
  8. Samplaski MK, Irwin BH, Desai M. Less-invasive ways to remove stones from the kidneys and ureters. Cleve Clin J Med 2009; 76:592598.
  9. Labrecque M, Dostaler LP, Rousselle R, Nguyen T, Poirier S. Efficacy of nonsteroidal anti-inflammatory drugs in the treatment of acute renal colic. A meta-analysis. Arch Intern Med 1994; 154:13811387.
  10. Dellabella M, Milanese G, Muzzonigro G. Randomized trial of the efficacy of tamsulosin, nifedipine, and phloroglucinol in medical expulsive therapy for distal ureteral calculi. J Urol 2005; 174:167172.
  11. Hollingsworth JM, Togers MA, Kaufman SR, et al. Medical therapy to facilitate urinary stone passage: a meta-analysis. Lancet 2006; 368:11711179.
  12. Borghi L, Meschi T, Amato F, et al. Nifedipine and methylprednisolone in facilitating ureteral stone passage: a randomized, double blind, placebo-controlled study. J Urol 1994; 152:10951098.
  13. Williams RE. Long-term survey of 538 patients with upper urinary tract stone. Br J Urol 1963; 35:416437.
  14. Coe FL, Keck J, Norton ER. The natural history of urolithiasis. JAMA 1977; 238:15191523.
  15. Borghi L, Meschi T, Amato F, Briganti A, Novarini A, Giannini A. Urinary volume, water, and recurrences in idiopathic calcium nephrolithiasis: a 5-year randomized prospective study. J Urol 1996; 155:839843.
  16. Robertson WG, Peacock M, Marshall RW, Marshall DH, Nordin BE. Saturation-inhibition index as a measure of the risk of calcium oxalate stone formation in the urinary tract. N Engl J Med 1976; 294:249252.
  17. Evan AP, Lingeman JE, Coe FL, et al. Randall’s plaque of patients with nephrolithiasis begins in basement membranes of thin loops of Henle. J Clin Invest 2003; 111:607616.
  18. Kuo RL, Lingeman JE, Evan AP, et al. Urine calcium and volume predict coverage of renal papilla by Randall’s plaque. Kidney Int 2003; 64:21502154.
  19. Broadus AE, Horst RL, Lang R, Littledike ET, Rasmussen H. The importance of circulating 1,25-dihydroxyvitamin D in the pathogenesis of hypercalciuria and renal-stone formation in primary hyperparathyroidism. N Engl J Med 1980; 302:421426.
  20. Breslau NA, Preminger GM, Adams BV, Otey J, Pak CY. Use of ketoconazole to probe the pathogenetic importance of 1,25-dihydroxyvitamin D in absorptive hypercalciuria. J Clin Endocrinol Metab 1992; 75:14461452.
  21. Levy FL, Adams-Huet B, Pak CY. Ambulatory evaluation of nephrolithiasis: an update of a 1980 protocol. Am J Med 1995; 98:5059.
  22. Breslau NA, Sakhaee K, Pak CY. Impaired adaptation to saltinduced urinary calcium losses in postmenopausal osteoporosis. Trans Assoc Am Physicians 1985; 98:107115.
  23. Burtis W, Gay L, Insogna K, Ellison A, Broadus A. Dietary hypercalciuria in patients with calcium oxalate kidney stones. Am J Clin Nutr 1994; 60:424429.
  24. Hess B, Ackermann D, Essig M, Takkinen R, Jaeger P. Renal mass and serum calcitriol in male idiopathic calcium renal stone formers: role of protein intake. J Clin Endocrinol Metab 1995; 80:19161921.
  25. Coe FL, Parks JH, Bushinsky DA, Langman CB, Favus MJ. Chlorthalidone promotes mineral retention in patients with idiopathic hypercalciuria. Kidney Int 1988; 33:11401146.
  26. Pak CY, Britton F, Peterson R, et al. Ambulatory evaluation of nephrolithiasis. Classification, clinical presentation, and diagnostic criteria. Am J Med 1980; 69:1930.
  27. Curhan GC, Willett WC, Rimm EB, Stampfer MJ. A prospective study of dietary calcium and other nutrients and the risk of symptomatic kidney stones. N Engl J Med 1993; 328:833838.
  28. Curhan GC, Willett WC, Speizer FE, Spiegelman D, Stampfer MJ. Comparison of dietary calcium with supplemental calcium and other nutrients as factors affecting the risk for kidney stones in women. Ann Intern Med 1997; 126:497504.
  29. Borghi L, Schianchi T, Meschi T, et al. Comparison of two diets for the prevention of recurrent stones in idiopathic hypercalciuria. N Engl J Med 2002; 346:7784.
  30. Parks JH, Coe FL, Evan AP, Worcester EM. Clinical and laboratory characteristics of calcium stone-formers with and without primary hyperparathyroidism. Br J Urol 2008; 103:670678.
  31. Silverberg SJ, Shane E, Jacobs TP, Siris E, Bilezikian JP. A 10-year prospective study of primary hyperparathyroidism with or without parathyroid surgery. N Engl J Med 1999; 341:12491255.
  32. Mollerup CL, Vestergaard P, Frokjaer VG, Mosekilde L, Christiansen P, Blichert-Toft M. Risk of renal stone events in primary hyperparathyroidism before and after parathyroid surgery: controlled retrospective follow up study. BMJ 2002; 325:807.
  33. Odvina CV, Sakhaee K, Heller HJ, et al. Biochemical characterization of primary hyperparathyroidism with and without kidney stones. Urol Res 2007; 35:123128.
  34. Lemann J, Adams ND, Gray RW. Urinary calcium excretion in human beings. N Engl J Med 1979; 301:535541.
  35. Coe FL. Treated and untreated recurrent calcium nephrolithiasis in patients with idiopathic hypercalciuria, hyperuricosuria, or no metabolic disorder. Ann Intern Med 1977; 87:404410.
  36. Grover PK, Marshall VR, Ryall RL. Dissolved urate salts out calcium oxalate in undiluted human urine in vitro: implication for calcium oxalate stone genesis. Chem Biol 2003; 10:271278.
  37. Ettinger B, Tang A, Citron JT, Livermore B, Williams T. Randomized trial of allopurinol in the prevention of calcium oxalate calculi. N Engl J Med 1986; 315:13861389.
  38. Coe FL, Parks JH. Pathogenesis and treatment of nephrolithiasis. In:The Kidney. Philadelphia: Lippincott Williams & Wilkins, 2000:18411867.
  39. Parks JH, Worcester EM, O’Connor RC, Coe FL. Urine stone risk factors in nephrolithiasis patients with and without bowel disease. Kidney Int 2003; 63:255265.
  40. Danpure CJ, Rumsby G. Molecular aetiology of primary hyperoxaluria and its implications for clinical management. Expert Rev Mol Med 2004; 6:116.
  41. Sinha MK, Collazo-Clavell ML, Rule A, et al. Hyperoxaluric nephrolithiasis is a complication of Roux-en-Y gastric bypass surgery. Kidney Int 2007; 72:100107.
  42. Parks JH, Coe FL. A urinary calcium-citrate index for the evaluation of nephrolithiasis. Kidney Int 1986; 30:8590.
  43. Brennan S, Hering-Smith K, Hamm LL. Effect of pH on citrate reabsorption in the proximal convoluted tubule. Am J Physiol 1988; 255:F301F306.
  44. Sakhaee K, Williams RH, Oh MS, et al. Alkali absorption and citrate excretion in calcium nephrolithiasis. J Bone Miner Res 1993; 8:789794.
  45. Reddy ST, Wang CY, Sakhaee K, Brinkley L, Pak CY. Effect of low-carbohydrate, high-protein diets on acid-base balance, stone-forming propensity, and calcium metabolism. Am J Kidney Dis 2002; 40:265274.
  46. Griffith DP. Struvite stones. Kidney Int 1978; 13:372382.
  47. Jennis FS, Lavan JN, Neale FC, Posen S. Staghorn calculi of the kidney: clinical, bacteriological and biochemical features. Br J Urol 1970; 42:511518.
  48. Griffith DP, Gibson JR, Clinton CW, Musher DM. Acetohydroxamic acid: clinical studies of a urease inhibitor in patients with staghorn renal calculi. J Urol 1978; 119:915.
  49. Kamel KS, Cheema-Dhadli S, Halperin ML. Studies on the pathophysiology of the low urine pH in patients with uric acid stones. Kidney Int 2002; 61:988994.
  50. Abate N, Chandalia M, Cabo-Chan AV, Moe OW, Sakhaee K. The metabolic syndrome and uric acid nephrolithiasis: novel features of renal manifestation of insulin resistance. Kidney Int 2004; 65:386392.
  51. Zarse CA, McAteer JA, Tann M, et al. Helical computed tomography accurately reports urinary stone composition using attenuation values: in vitro verification using high-resolution micro-computed tomography calibrated to fourier transform infrared microspectroscopy. Urology 2004; 63:828833.
  52. Palacin M. The genetics of heteromeric amino acid transporters. Physiology (Bethesda) 2005; 20:112124.
  53. Sakhaee K. Pathogenesis and medical management of cystinuria. Semin Nephrol 1996; 16:435447.
  54. Shekarriz B, Stoller ML. Cystinuria and other noncalcareous calculi. Endocrinol Metab Clin North Am 2002; 31:951977.
  55. Streem SB, Hall P. Effect of captopril on urinary cystine excretion in homozygous cystinuria. J Urol 1989; 142:15221524.
  56. Perazella MA, Buller GK. Successful treatment of cystinuria with captopril. Am J Kidney Dis 1993; 21:504507.
  57. Sloand JA, Izzo JL. Captopril reduces urinary cystine excretion in cystinuria. Arch Intern Med 1987; 147:14091412.
References
  1. Johnson CM, Wilson DM, O’Fallon WM, Malek RS, Kurland LT. Renal stone epidemiology: a 25-year study in Rochester, Minnesota. Kidney Int 1979; 16:624631.
  2. Hiatt RA, Dales LG, Friedman GD, Hunkeler EM. Frequency of urolithiasis in a prepaid medical care program. Am J Epidemiol 1982; 115:255265.
  3. Stamatelou KK, Francis ME, Jones CA, Nyberg LM, Curhan GC. Time trends in reported prevalence of kidney stones in the United States: 1976–1994. Kidney Int 2003; 63:18171823.
  4. Li J, Kennedy D, Levine M, Kumar A, Mullen J. Absent hematuria and expensive computerized tomography: case characteristics of emergency urolithiasis. J Urol 2001; 165:782784.
  5. Fielding JR, Steele G, Fox LA, Heller H, Loughlin KR. Spiral computerized tomography in the evaluation of acute flank pain: a replacement for excretory urography. J Urol 1997; 157:20712073.
  6. Katz DS, Scheer M, Lumerman JH, Mellinger BC, Stillman CA, Lane MJ. Alternative or additional diagnoses on unenhanced helical computed tomography for suspected renal colic: experience with 1,000 consecutive examinations. Urology 2000; 56:5357.
  7. Fowler KAB, Locken JA, Duchesne JH, Williamson MR. US for detecting renal calculi with nonenhanced CT as a reference standard. Radiology 2002; 222:109113.
  8. Samplaski MK, Irwin BH, Desai M. Less-invasive ways to remove stones from the kidneys and ureters. Cleve Clin J Med 2009; 76:592598.
  9. Labrecque M, Dostaler LP, Rousselle R, Nguyen T, Poirier S. Efficacy of nonsteroidal anti-inflammatory drugs in the treatment of acute renal colic. A meta-analysis. Arch Intern Med 1994; 154:13811387.
  10. Dellabella M, Milanese G, Muzzonigro G. Randomized trial of the efficacy of tamsulosin, nifedipine, and phloroglucinol in medical expulsive therapy for distal ureteral calculi. J Urol 2005; 174:167172.
  11. Hollingsworth JM, Togers MA, Kaufman SR, et al. Medical therapy to facilitate urinary stone passage: a meta-analysis. Lancet 2006; 368:11711179.
  12. Borghi L, Meschi T, Amato F, et al. Nifedipine and methylprednisolone in facilitating ureteral stone passage: a randomized, double blind, placebo-controlled study. J Urol 1994; 152:10951098.
  13. Williams RE. Long-term survey of 538 patients with upper urinary tract stone. Br J Urol 1963; 35:416437.
  14. Coe FL, Keck J, Norton ER. The natural history of urolithiasis. JAMA 1977; 238:15191523.
  15. Borghi L, Meschi T, Amato F, Briganti A, Novarini A, Giannini A. Urinary volume, water, and recurrences in idiopathic calcium nephrolithiasis: a 5-year randomized prospective study. J Urol 1996; 155:839843.
  16. Robertson WG, Peacock M, Marshall RW, Marshall DH, Nordin BE. Saturation-inhibition index as a measure of the risk of calcium oxalate stone formation in the urinary tract. N Engl J Med 1976; 294:249252.
  17. Evan AP, Lingeman JE, Coe FL, et al. Randall’s plaque of patients with nephrolithiasis begins in basement membranes of thin loops of Henle. J Clin Invest 2003; 111:607616.
  18. Kuo RL, Lingeman JE, Evan AP, et al. Urine calcium and volume predict coverage of renal papilla by Randall’s plaque. Kidney Int 2003; 64:21502154.
  19. Broadus AE, Horst RL, Lang R, Littledike ET, Rasmussen H. The importance of circulating 1,25-dihydroxyvitamin D in the pathogenesis of hypercalciuria and renal-stone formation in primary hyperparathyroidism. N Engl J Med 1980; 302:421426.
  20. Breslau NA, Preminger GM, Adams BV, Otey J, Pak CY. Use of ketoconazole to probe the pathogenetic importance of 1,25-dihydroxyvitamin D in absorptive hypercalciuria. J Clin Endocrinol Metab 1992; 75:14461452.
  21. Levy FL, Adams-Huet B, Pak CY. Ambulatory evaluation of nephrolithiasis: an update of a 1980 protocol. Am J Med 1995; 98:5059.
  22. Breslau NA, Sakhaee K, Pak CY. Impaired adaptation to saltinduced urinary calcium losses in postmenopausal osteoporosis. Trans Assoc Am Physicians 1985; 98:107115.
  23. Burtis W, Gay L, Insogna K, Ellison A, Broadus A. Dietary hypercalciuria in patients with calcium oxalate kidney stones. Am J Clin Nutr 1994; 60:424429.
  24. Hess B, Ackermann D, Essig M, Takkinen R, Jaeger P. Renal mass and serum calcitriol in male idiopathic calcium renal stone formers: role of protein intake. J Clin Endocrinol Metab 1995; 80:19161921.
  25. Coe FL, Parks JH, Bushinsky DA, Langman CB, Favus MJ. Chlorthalidone promotes mineral retention in patients with idiopathic hypercalciuria. Kidney Int 1988; 33:11401146.
  26. Pak CY, Britton F, Peterson R, et al. Ambulatory evaluation of nephrolithiasis. Classification, clinical presentation, and diagnostic criteria. Am J Med 1980; 69:1930.
  27. Curhan GC, Willett WC, Rimm EB, Stampfer MJ. A prospective study of dietary calcium and other nutrients and the risk of symptomatic kidney stones. N Engl J Med 1993; 328:833838.
  28. Curhan GC, Willett WC, Speizer FE, Spiegelman D, Stampfer MJ. Comparison of dietary calcium with supplemental calcium and other nutrients as factors affecting the risk for kidney stones in women. Ann Intern Med 1997; 126:497504.
  29. Borghi L, Schianchi T, Meschi T, et al. Comparison of two diets for the prevention of recurrent stones in idiopathic hypercalciuria. N Engl J Med 2002; 346:7784.
  30. Parks JH, Coe FL, Evan AP, Worcester EM. Clinical and laboratory characteristics of calcium stone-formers with and without primary hyperparathyroidism. Br J Urol 2008; 103:670678.
  31. Silverberg SJ, Shane E, Jacobs TP, Siris E, Bilezikian JP. A 10-year prospective study of primary hyperparathyroidism with or without parathyroid surgery. N Engl J Med 1999; 341:12491255.
  32. Mollerup CL, Vestergaard P, Frokjaer VG, Mosekilde L, Christiansen P, Blichert-Toft M. Risk of renal stone events in primary hyperparathyroidism before and after parathyroid surgery: controlled retrospective follow up study. BMJ 2002; 325:807.
  33. Odvina CV, Sakhaee K, Heller HJ, et al. Biochemical characterization of primary hyperparathyroidism with and without kidney stones. Urol Res 2007; 35:123128.
  34. Lemann J, Adams ND, Gray RW. Urinary calcium excretion in human beings. N Engl J Med 1979; 301:535541.
  35. Coe FL. Treated and untreated recurrent calcium nephrolithiasis in patients with idiopathic hypercalciuria, hyperuricosuria, or no metabolic disorder. Ann Intern Med 1977; 87:404410.
  36. Grover PK, Marshall VR, Ryall RL. Dissolved urate salts out calcium oxalate in undiluted human urine in vitro: implication for calcium oxalate stone genesis. Chem Biol 2003; 10:271278.
  37. Ettinger B, Tang A, Citron JT, Livermore B, Williams T. Randomized trial of allopurinol in the prevention of calcium oxalate calculi. N Engl J Med 1986; 315:13861389.
  38. Coe FL, Parks JH. Pathogenesis and treatment of nephrolithiasis. In:The Kidney. Philadelphia: Lippincott Williams & Wilkins, 2000:18411867.
  39. Parks JH, Worcester EM, O’Connor RC, Coe FL. Urine stone risk factors in nephrolithiasis patients with and without bowel disease. Kidney Int 2003; 63:255265.
  40. Danpure CJ, Rumsby G. Molecular aetiology of primary hyperoxaluria and its implications for clinical management. Expert Rev Mol Med 2004; 6:116.
  41. Sinha MK, Collazo-Clavell ML, Rule A, et al. Hyperoxaluric nephrolithiasis is a complication of Roux-en-Y gastric bypass surgery. Kidney Int 2007; 72:100107.
  42. Parks JH, Coe FL. A urinary calcium-citrate index for the evaluation of nephrolithiasis. Kidney Int 1986; 30:8590.
  43. Brennan S, Hering-Smith K, Hamm LL. Effect of pH on citrate reabsorption in the proximal convoluted tubule. Am J Physiol 1988; 255:F301F306.
  44. Sakhaee K, Williams RH, Oh MS, et al. Alkali absorption and citrate excretion in calcium nephrolithiasis. J Bone Miner Res 1993; 8:789794.
  45. Reddy ST, Wang CY, Sakhaee K, Brinkley L, Pak CY. Effect of low-carbohydrate, high-protein diets on acid-base balance, stone-forming propensity, and calcium metabolism. Am J Kidney Dis 2002; 40:265274.
  46. Griffith DP. Struvite stones. Kidney Int 1978; 13:372382.
  47. Jennis FS, Lavan JN, Neale FC, Posen S. Staghorn calculi of the kidney: clinical, bacteriological and biochemical features. Br J Urol 1970; 42:511518.
  48. Griffith DP, Gibson JR, Clinton CW, Musher DM. Acetohydroxamic acid: clinical studies of a urease inhibitor in patients with staghorn renal calculi. J Urol 1978; 119:915.
  49. Kamel KS, Cheema-Dhadli S, Halperin ML. Studies on the pathophysiology of the low urine pH in patients with uric acid stones. Kidney Int 2002; 61:988994.
  50. Abate N, Chandalia M, Cabo-Chan AV, Moe OW, Sakhaee K. The metabolic syndrome and uric acid nephrolithiasis: novel features of renal manifestation of insulin resistance. Kidney Int 2004; 65:386392.
  51. Zarse CA, McAteer JA, Tann M, et al. Helical computed tomography accurately reports urinary stone composition using attenuation values: in vitro verification using high-resolution micro-computed tomography calibrated to fourier transform infrared microspectroscopy. Urology 2004; 63:828833.
  52. Palacin M. The genetics of heteromeric amino acid transporters. Physiology (Bethesda) 2005; 20:112124.
  53. Sakhaee K. Pathogenesis and medical management of cystinuria. Semin Nephrol 1996; 16:435447.
  54. Shekarriz B, Stoller ML. Cystinuria and other noncalcareous calculi. Endocrinol Metab Clin North Am 2002; 31:951977.
  55. Streem SB, Hall P. Effect of captopril on urinary cystine excretion in homozygous cystinuria. J Urol 1989; 142:15221524.
  56. Perazella MA, Buller GK. Successful treatment of cystinuria with captopril. Am J Kidney Dis 1993; 21:504507.
  57. Sloand JA, Izzo JL. Captopril reduces urinary cystine excretion in cystinuria. Arch Intern Med 1987; 147:14091412.
Issue
Cleveland Clinic Journal of Medicine - 76(10)
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Cleveland Clinic Journal of Medicine - 76(10)
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Nephrolithiasis: Treatment, causes, and prevention
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KEY POINTS

  • During an acute stone event, medical management focuses on pain control. Hydration and certain drugs may help the stone to pass.
  • Most stones are composed of calcium oxalate or calcium phosphate. Less common are uric acid, magnesium ammonium phosphate, and cystine stones.
  • To prevent stones from recurring, patients who have had any type of stone should maintain an adequate fluid intake to keep the urine dilute.
  • Paradoxically, calcium restriction is not warranted for patients who have had calcium stones, and may even be harmful.
  • Alkalinization of the urine may help prevent recurrent uric acid stones and cystine stones.
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Less-invasive ways to remove stones from the kidneys and ureters

Very few patients undergo surgery for stones in the kidney or ureters anymore, now that less-invasive interventions are available, such as extracorporeal shock-wave lithotripsy, ureteroscopic stone removal, and percutaneous nephrolithotomy. Each of these options has advantages and disadvantages, depending on the characteristics of the stone or stones, such as size, number, location, and composition, as well as patient factors such as renal anatomy, body habitus, and comorbidities.

See related article

This article reviews the current interventional management of upper tract urolithiasis.

NOT ALL STONES NEED INTERVENTION

From 10% to 15% of people in the United States develop a stone at some point in their life,1,2 and this number is increasing.3 Not all of them need intervention (Table 1).

In a patient who has symptoms of urinary obstruction or sepsis, the decision to intervene is obvious. Stones that obstruct the flow of urine often cause symptoms due to distension of the ureter, the renal pelvis, or the renal capsule in a relatively predictable and characteristic pattern of pain originating in the flank and often radiating to the groin, testicle, or labia. And untreated struvite (“staghorn”) stones, a result of infection, can lead to life-threatening sepsis.

However, in patients with asymptomatic stones, the decision may not be clear-cut. Approximately 32% of patients with asymptomatic renal calculi go on to develop symptoms in the next 2.5 years, increasing to 49% at 5 years.3 Of the patients who develop symptoms, half will require a procedure to remove the stone, while half will pass the offending stone spontaneously.3

If even a small amount of stone is left in the kidney after surgery or other intervention, a large stone can form again, and ultimately, the function of that renal unit can decline. For this reason, most renal calculi should be treated or at least followed for signs of progression with serial imaging studies.

Today, although some patients are followed with kidney-ureter-bladder radiographic studies, most undergo computed tomography, which has the advantages of clearly delineating the stone location and size, the presence of small ureteral stones, and the presence and magnitude of hydronephrosis.

If the patient has no refractory symptoms related to obstruction and no signs of infection or of parenchymal damage, then observation with close follow-up is reasonable. However, infection with urinary tract obstruction, urosepsis, intractable pain or vomiting, acute kidney injury, obstruction in a solitary or transplanted kidney, or bilateral obstructing stones are all indications for urgent intervention.

Additionally, some patients who have asymptomatic stones should undergo evaluation and treatment because of their occupation. Examples are airline pilots and soldiers, in whom an episode of intractable renal colic could prove dangerous.

Stones in women

Women who are pregnant or of childbearing age and have an asymptomatic renal stone are not at any higher risk of stone growth and so should be treated the same as any other patient—except that ultrasonography should be used for imaging to minimize radiation exposure. Urine should be sent for culture. From 50% to 80% of these patients will pass their stones spontaneously with hydration and analgesia.4

If intervention is required, percutaneous nephrostomy and placement of ureteral stents can be done to expose the patient to the least possible amount of anesthesia or radiation.5

Ureteroscopic stone extraction in pregnant patients has also been shown not to cause pregnancy-related complications, and it entails minimal fluoroscopic exposure.6

Although lithotripsy has been used inadvertently in pregnant patients, its routine use in pregnant patients remains contraindicated.7

MEDICAL EXPULSIVE THERAPY

Conservative management, consisting of oral or intravenous hydration and analgesia, can be tried in patients with renal calculi whose condition is otherwise stable. Typically, intravenous hydration is given at a maintenance rate.8 Analgesia can be provided with both nonsteroidal anti-inflammatory drugs (NSAIDs) and narcotics, although NSAIDs, in particular ketorolac (Toradol), provide the best pain control.9

Calcium channel blockers and alphablockers inhibit ureteral spasms and promote the spontaneous passage of ureteral calculi.10 Compared with hydration alone, nifedipine (Procardia) has been shown to lead to an absolute increase of 9% in stone passage rates, and alpha-blockers have produced an absolute increase of 29%.11 These drugs can be given in conjunction with corticosteroids to reduce ureteral edema, which may contribute to stone retention in the ureter.12

As of this date, medical expulsive therapy is well established only for stones in the lower (distal) ureter. The applicability of this treatment for stones in the proximal ureter and kidney is still being investigated. In patients who have stones smaller than 1 cm in diameter and whose symptoms are under control, observation with medical expulsive therapy may well be appropriate. However, after 4 weeks, intervention is indicated, as the risk of complications and renal deterioration increase.

STONE SURGERY HAS BECOME RARE

Before the advent of lithotripsy and ureteroscopy (see below), most patients with symptomatic upper tract calculi underwent open surgical lithotomy. Many variations of pyelolithotomy and nephrolithotomy were performed, even bench surgery with autotransplantation (ie, removing the kidney, removing the stone, and then reimplanting the kidney). However, lithotripsy and ureteroscopic extraction have dramatically reduced the role of open stone surgery: it is currently done in only 0.3% to 0.7% of cases.13,14

Laparoscopic surgery for renal calculi is also rarely done. Although almost every type of stone procedure has been done laparoscopically,15–19 this approach is indicated only in situations in which lithotripsy or ureteroscopic treatment is expected to fail.

 

 

LESS-INVASIVE OPTIONS

Lithotripsy for small renal stones

Figure 1.
Lithotripsy breaks up urinary calculi. In this noninvasive outpatient procedure, a generator creates a shock wave that is propagated toward a fixed focus centered on the stone (Figure 1).

Soon after it became available, lithotripsy became immensely popular because of its ability to break up stones without surgery. Ureteroscopic treatment has assumed a bigger role in recent years because it is more versatile, but lithotripsy remains the most common treatment for urolithiasis.

Advantages, uses. Lithotripsy is generally indicated for renal stones smaller than 2 cm,20 especially those not located in the calyx in the lower pole. It is most effective for stones in the renal pelvis (76% of patients become stone-free), and least effective for stones in the lower pole (59% stone-free).21 For this reason, for stones in the lower pole, only those smaller than 1 cm in diameter are treated with lithotripsy.

In the past, lithotripsy was also favored in patients who had stones in the proximal ureter, an area that was technically difficult to access with a ureteroscope. Recent advances in ureteroscope design have all but eliminated this difficulty.

Disadvantages. Lithotripsy can damage nearly any structure in the trajectory of the shock wave, causing bleeding, inflammation, or perforation. It can also cause disturbances in cardiac electrical signal transmission, leading to cardiac arrhythmias during treatment. Long-term concerns include a possible link between lithotripsy and the development of diabetes and hypertension.22 Lithotripsy is contraindicated in pregnancy and coagulopathic states and is less effective in morbidly obese patients.

Lithotripsy is more likely to fail if the skinto-stone distance is more than 10 mm, if the lower pole forms an acute angle with the ureter, or if the body mass index is greater than 30 kg/m2 (ie, if the patient is obese).23

Percutaneous nephrolithotomy for large or staghorn stones

Percutaneous nephrolithotomy is highly effective for renal calculi but is associated with more complications than lithotripsy or ureteroscopy. It involves inserting a needle through the skin into the renal collecting system and then dilating the tract to approximately 1 cm. Instruments are then inserted through this tract to break up and remove stones. In contrast to laparoscopy, no insufflation is used; the percutaneous tract provides direct access to the kidney for stone removal.

Advantages, uses. Outcomes of percutaneous nephrolithotomy are uniformly favorable across a wide spectrum of stone sizes, compositions, and locations.

Percutaneous nephrolithotomy is indicated in patients who have renal or ureteral stones larger than 2 cm or lower-pole stones larger than 1 cm (Figure 1).24,25

Staghorn stones, commonly associated with infection, lead to renal destruction with significant risk of morbidity and even death if left untreated.26 Because they must be completely removed, which is often difficult or impossible to do with ureteroscopy or lithotripsy, percutaneous nephrolithotomy is the first-line treatment.24

Disadvantages. Percutaneous nephrolithotomy is invasive and carries the associated risks of any major surgical procedure, including sepsis, perirenal hematoma or bleeding, and inadvertent injury to adjacent organs, including the pleurae, lungs, bowel, or spleen.

Ureteroscopy has improved

With improvements in design, stone treatment with flexible and semirigid ureteroscopy have become major options for urinary calculi, even those as far up as the kidney (Figure 1).

Advantages, uses. Ureteroscopy offers a low risk of complications (similar to that of lithotripsy), and stone-free rates approach those of percutaneous nephrolithotomy for small to moderate-sized renal stones.27,28 Outcomes are best for stones smaller than 1 cm, with residual fragments being seen with larger stones.

New flexible ureteroscopes that deflect up to 270° allow stones in the lower pole to be treated successfully.29 In conjunction with laser lithotripsy, ureteroscopy can be used to successfully treat hard stones (density > 1,000 Hounsfield units), stones in obese patients, and stones refractory to lithotripsy.

Rates of complications and second procedures are low, and, compared with lithotripsy, ureteroscopy takes less time to clear the stone.30 Ureteroscopy can also be used to treat stones in kidneys with complex anatomy, in which poor clearance of fragments may be a problem.28 It may also be used in coagulopathic, pregnant, or morbidly obese patients, in whom lithotripsy or percutaneous nephrolithotomy is less effective or contraindicated.

Disadvantages. Of note, ureteroscopy is a surgical skill, and better outcomes are obtained by surgeons with more experience.31

Complications of ureteroscopy include ureteral stricture, perforation, thermal injury, avulsion, intussusception, infection, or steinstrasse (obstruction with fragments of stones). In addition, after ureteroscopy, a temporary ureteral stent is often placed: the stent may cause discomfort and requires a minor adjunctive procedure for removal.

 

 

FACTORS THAT AFFECT THE CHOICE OF TREATMENT

Size and location of the stone

The most important predictors of spontaneous passage of ureteral stones are size and location. In general, small stones are more likely to pass spontaneously than large ones, and distal stones are more likely to pass than stones more proximal in the urinary tract.

Stones are typically classified as either ureteral (proximal, middle, or distal) or renal (pelvic or calyceal), depending on their location.

In the ureter. Most ureteral stones smaller than 5 mm in diameter pass spontaneously within 4 weeks of the onset of symptoms.25,32 In patients who have stones smaller than 1 cm, whose pain is controlled, and who show no evidence of sepsis or renal insufficiency, a period of observation is a reasonable option.11 Medications such as tamsulosin (Flomax) and nifedipine have been shown to reduce the need for analgesia and to reduce the time to stone passage.33,34

Lithotripsy and ureteroscopy are the two primary interventions for ureteral calculi.

Regardless of size, stones in the ureter can usually be removed by ureteroscopy. This may involve laser or pneumatic lithotripsy within the ureter or simple ureteroscopic basket retrieval of the intact stone. In situ lithotripsy is an option for proximal ureteral calculi and may be favored by patients who wish to avoid placement of a ureteral stent at the time of intervention. Percutaneous nephrolithotomy is reserved for large (> 2-cm) or impacted proximal ureteral stones, or for cases in which ureteroscopy has failed.35

For stones in the proximal ureter, no difference has been shown in stone passage rates between lithotripsy and ureteroscopy. For proximal stones smaller than 1 cm, lithotripsy has a higher stone-free rate, and for stones larger than 1 cm, ureteroscopy has been shown to have superior stone-free rates.11

For mid-ureteral and distal ureteral stones of all sizes, ureteroscopy has been shown to have superior stone-free rates, although the difference is statistically significant only for distal stones.11

In the kidney. Large renal stones (> 2 cm) or staghorn calculi within the renal collecting system are best treated with percutaneous nephrolithotomy, whereas renal stones smaller than 1 cm can usually be treated ureteroscopically or with lithotripsy.

Stones within the renal collecting system measuring between 1 and 2 cm in diameter can be treated with ureteroscopy, lithotripsy, percutaneous nephrolithotomy, or a combination, depending on the location and composition of the stone and the wishes of patient.

Stone composition

Cystine stones and calcium oxalate stones are hard, with a density greater than 1,000 Hounsfield units. Lithotripsy has a high failure rate with these types of stones.36

Uric acid stones are softer and do not show up well on x-ray imaging. While it is technically feasible to perform lithotripsy under ultrasonographic guidance, most practitioners prefer to use fluoroscopy to locate the stone. For this reason, patients with radiolucent stones (ie, uric acid stones) are also not good candidates for lithotripsy.

Struvite (staghorn) stones are by definition infected, with bacteria residing within the stone itself. Thus, it is imperative to remove all stone fragments during treatment to prevent sepsis and stone reformation. Over time, an untreated staghorn calculus will lead to failure of the renal unit.

Although lithotripsy, ureteroscopy, and percutaneous nephrolithotomy can all be used to treat staghorn calculi, percutaneous nephrolithotomy has the best stone-free rate (78%), and lithotripsy has the lowest (54%).24 Therefore, percutaneous nephrolithotomy is recommended as the first treatment for these stones, and if combination therapy is used, then percutaneous nephrolithotomy should be done last to ensure that the stone is completely removed.24 If lithotomy is to be used, drainage of the renal unit must be done in advance with either percutaneous nephrostomy or a ureteral stent, to ensure that all infected stone fragments will be flushed out.24

PREVENTING RECURRENCES

Metabolic abnormalities that increase the risk of urolithiasis can be identified and treated in up to 95% of patients who form recurrent stones.37 Most of these patients require simple dietary modifications, and just 15% require pharmacotherapy. (For more on this topic, see the review by Dr. Phillip Hall in this issue of the Journal.38) As urolithiasis is common and often recurrent, the appropriate interventive management, combined with dietary prophylaxis, should minimize patient morbidity and preserve renal function.

References
  1. Sierakowski R, Finlayson B, Landes RR, Finlayson CD, Sierakowski N. The frequency of urolithiasis in hospital discharge diagnoses in the United States. Invest Urol 1978; 15:438441.
  2. Norlin A, Lindell B, Granberg PO, Lindvall N. Urolithiasis. A study of its frequency. Scand J Urol Nephrol 1976; 10:150153.
  3. Glowacki LS, Beecroft ML, Cook RJ, Pahl D, Churchill DN. The natural history of asymptomatic urolithiasis. J Urol 1992; 147:319321.
  4. Denstedt JD, Razvi H. Management of urinary calculi during pregnancy. J Urol 1992; 148:10721074.
  5. Swanson SK, Heilman RL, Eversman WG. Urinary tract stones in pregnancy. Surg Clin North Am 1995; 75:123142.
  6. Watterson JD, Girvan AR, Beiko DT, et al. Ureteroscopy and holmium:YAG laser lithotripsy: an emerging definitive management strategy for symptomatic ureteral calculi in pregnancy. Urology 2002; 60:383387.
  7. Frankenschmidt A, Sommerkamp H. Shock wave lithotripsy during pregnancy: a successful clinical experiment. J Urol 1998; 159:501502.
  8. Springhart WP, Marquet CG, Sur RL, et al. Forced versus minimal intravenous hydration in the management of acute renal colic: a randomized trial. J Endourol 2006; 20:713716.
  9. Holdgate A, Pollock T. Systematic review of the relative efficacy of nonsteroidal anti-inflammatory drugs and opioids in the treatment of acute renal colic. BMJ 2004; 328:1401.
  10. Hollingsworth JM, Rogers MA, Kaufman SR, et al. Medical therapy to facilitate urinary stone passage: a meta-analysis. Lancet 2006; 368:11711179.
  11. Preminger GM, Tiselius HG, Assimos DG, et al; American Urological Association Education and Research, Inc. 2007 Guideline for the management of ureteral calculi. Eur Urol 2007; 52:16101631.
  12. Pearle MS, Calhoun EA, Curhan GC; Urologic Diseases of America Project. Urologic diseases in America project: urolithiasis. J Urol 2005; 173:848857.
  13. Matlaga BR, Assimos DG. Changing indications of open stone surgery. Urology 2002; 59:490493.
  14. Paik ML, Wainstein MA, Spirnak JP, Hampel N, Resnick MI. Current indications for open stone surgery in the treatment of renal and ureteral calculi. J Urol 1998; 159:374378.
  15. Raboy A, Ferzli GS, Ioffreda R, Albert PS. Laparoscopic ureterolithotomy. Urology 1992; 39:223225.
  16. Winfield HN, Donovan JF, Godet AS, Clayman RV. Laparoscopic partial nephrectomy: initial case report for benign disease. J Endourol 1993; 7:521526.
  17. Ruckle HC, Segura JW. Laparoscopic treatment of a stone-filled, caliceal diverticulum: a definitive, minimally invasive therapeutic option. J Urol 1994; 151:122124.
  18. Deger S, Tuellmann M, Schoenberger B, Winkelmann B, Peters R, Loening SA. Laparoscopic anatrophic nephrolithotomy. Scand J Urol Nephrol 2004; 38:263265.
  19. Harmon WJ, Kleer E, Segura JW. Laparoscopic pyelolithotomy for calculus removal in a pelvic kidney. J Urol 1996; 155:20192020.
  20. Abdel-Khalek M, Sheir KZ, Mokhtar AA, Eraky I, Kenawy M, Bazeed M. Prediction of success rate after extracorporeal shock-wave lithotripsy of renal stones—a multivariate analysis model. Scand J Urol Nephrol 2004; 38:161167.
  21. Lingeman JE, Coury TA, Newman DM, et al. Comparison of results and morbidity of percutaneous nephrostolithotomy and extracorporeal shock wave lithotripsy. J Urol 1987; 138:485490.
  22. Krambeck AE, Gettman MT, Rohlinger AL, Lohse CM, Patterson DE, Segura JW. Diabetes mellitus and hypertension associated with shock wave lithotripsy of renal and proximal ureteral stones at 19 years of followup. J Urol 2006; 175:17421747.
  23. Pareek G, Hedican SP, Lee FT, Nakada SY. Shock wave lithotripsy success determined by skin-to-stone distance on computed tomography. Urology 2005; 66:941944.
  24. Preminger GM, Assimos DG, Lingeman JE, Nakada SY, Pearle MS, Wolf JS, Jr; AUA Nephrolithiasis Guideline Panel. Chapter 1: AUA guideline on management of staghorn calculi: diagnosis and treatment recommendations. J Urol 2005; 173:19912000.
  25. Grasso M, Conlin M, Bagley D. Retrograde ureteropyeloscopic treatment of 2 cm. or greater upper urinary tract and minor Staghorn calculi. J Urol 1998; 160:346351.
  26. Blandy JP, Singh M. The case for a more aggressive approach to staghorn stones. J Urol 1976; 115:505506.
  27. Fabrizio MD, Behari A, Bagley DH. Ureteroscopic management of intrarenal calculi. J Urol 1998; 159:11391143.
  28. Grasso M, Lang G, Loisides P, Bagley D, Taylor F. Endoscopic management of the symptomatic caliceal diverticular calculus. J Urol 1995; 153:18781881.
  29. Grasso M. Ureteropyeloscopic treatment of ureteral and intrarenal calculi. Urol Clin North Am 2000; 27:623631.
  30. Peschel R, Janetschek G, Bartsch G. Extracorporeal shock wave lithotripsy versus ureteroscopy for distal ureteral calculi: a prospective randomized study. J Urol 1999; 162:19091912.
  31. Anagnostou T, Tolley D. Management of ureteric stones. Eur Urol 2004; 45:714721.
  32. Segura JW, Preminger GM, Assimos DG, et al. Ureteral Stones Clinical Guidelines Panel summary report on the management of ureteral calculi. The American Urological Association. J Urol 1997; 158:19151921.
  33. Pearle MS. Nifedipine versus tamsulosin for the management of lower ureteral stones. Int Braz J Urol 2004; 30:337338.
  34. Dellabella M, Milanese G, Muzzonigro G. Medical-expulsive therapy for distal ureterolithiasis: randomized prospective study on role of corticosteroids used in combination with tamsulosin-simplified treatment regimen and health-related quality of life. Urology 2005; 66:712715.
  35. Albala DM, Assimos DG, Clayman RV, et al. Lower pole I: a prospective randomized trial of extracorporeal shock wave lithotripsy and percutaneous nephrostolithotomy for lower pole nephrolithiasis-initial results. J Urol 2001; 166:20722080.
  36. Pareek G, Armenakas NA, Fracchia JA. Hounsfield units on computerized tomography predict stone-free rates after extracorporeal shock wave lithotripsy. J Urol 2003; 169:16791681.
  37. Straub M, Hautmann RE. Developments in stone prevention. Curr Opin Urol 2005; 15:119126.
  38. Hall PM. Kidney stones: formation, treatment, and prevention. Cleve Clin J Med 2009; 76:583591.
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Mary K. Samplaski, MD
Glickman Urological and Kidney Institute, Cleveland Clinic

Brian H. Irwin, MD
Assistant Professor of Surgery, Division of Urology, University of Vermont College of Medicine, Burlington, VT

Mihir Desai, MD
Professor of Urology, Institute of Urology, University of Southern California, Los Angeles

Address: Mary K. Samplaski, MD, Glickman Urological and Kidney Institute, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

Dr. Desai has disclosed receiving consulting fees from Baxter and Hansen Medical companies, and owning stock in Hansen Medical.

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Mary K. Samplaski, MD
Glickman Urological and Kidney Institute, Cleveland Clinic

Brian H. Irwin, MD
Assistant Professor of Surgery, Division of Urology, University of Vermont College of Medicine, Burlington, VT

Mihir Desai, MD
Professor of Urology, Institute of Urology, University of Southern California, Los Angeles

Address: Mary K. Samplaski, MD, Glickman Urological and Kidney Institute, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

Dr. Desai has disclosed receiving consulting fees from Baxter and Hansen Medical companies, and owning stock in Hansen Medical.

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Mary K. Samplaski, MD
Glickman Urological and Kidney Institute, Cleveland Clinic

Brian H. Irwin, MD
Assistant Professor of Surgery, Division of Urology, University of Vermont College of Medicine, Burlington, VT

Mihir Desai, MD
Professor of Urology, Institute of Urology, University of Southern California, Los Angeles

Address: Mary K. Samplaski, MD, Glickman Urological and Kidney Institute, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

Dr. Desai has disclosed receiving consulting fees from Baxter and Hansen Medical companies, and owning stock in Hansen Medical.

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Related Articles

Very few patients undergo surgery for stones in the kidney or ureters anymore, now that less-invasive interventions are available, such as extracorporeal shock-wave lithotripsy, ureteroscopic stone removal, and percutaneous nephrolithotomy. Each of these options has advantages and disadvantages, depending on the characteristics of the stone or stones, such as size, number, location, and composition, as well as patient factors such as renal anatomy, body habitus, and comorbidities.

See related article

This article reviews the current interventional management of upper tract urolithiasis.

NOT ALL STONES NEED INTERVENTION

From 10% to 15% of people in the United States develop a stone at some point in their life,1,2 and this number is increasing.3 Not all of them need intervention (Table 1).

In a patient who has symptoms of urinary obstruction or sepsis, the decision to intervene is obvious. Stones that obstruct the flow of urine often cause symptoms due to distension of the ureter, the renal pelvis, or the renal capsule in a relatively predictable and characteristic pattern of pain originating in the flank and often radiating to the groin, testicle, or labia. And untreated struvite (“staghorn”) stones, a result of infection, can lead to life-threatening sepsis.

However, in patients with asymptomatic stones, the decision may not be clear-cut. Approximately 32% of patients with asymptomatic renal calculi go on to develop symptoms in the next 2.5 years, increasing to 49% at 5 years.3 Of the patients who develop symptoms, half will require a procedure to remove the stone, while half will pass the offending stone spontaneously.3

If even a small amount of stone is left in the kidney after surgery or other intervention, a large stone can form again, and ultimately, the function of that renal unit can decline. For this reason, most renal calculi should be treated or at least followed for signs of progression with serial imaging studies.

Today, although some patients are followed with kidney-ureter-bladder radiographic studies, most undergo computed tomography, which has the advantages of clearly delineating the stone location and size, the presence of small ureteral stones, and the presence and magnitude of hydronephrosis.

If the patient has no refractory symptoms related to obstruction and no signs of infection or of parenchymal damage, then observation with close follow-up is reasonable. However, infection with urinary tract obstruction, urosepsis, intractable pain or vomiting, acute kidney injury, obstruction in a solitary or transplanted kidney, or bilateral obstructing stones are all indications for urgent intervention.

Additionally, some patients who have asymptomatic stones should undergo evaluation and treatment because of their occupation. Examples are airline pilots and soldiers, in whom an episode of intractable renal colic could prove dangerous.

Stones in women

Women who are pregnant or of childbearing age and have an asymptomatic renal stone are not at any higher risk of stone growth and so should be treated the same as any other patient—except that ultrasonography should be used for imaging to minimize radiation exposure. Urine should be sent for culture. From 50% to 80% of these patients will pass their stones spontaneously with hydration and analgesia.4

If intervention is required, percutaneous nephrostomy and placement of ureteral stents can be done to expose the patient to the least possible amount of anesthesia or radiation.5

Ureteroscopic stone extraction in pregnant patients has also been shown not to cause pregnancy-related complications, and it entails minimal fluoroscopic exposure.6

Although lithotripsy has been used inadvertently in pregnant patients, its routine use in pregnant patients remains contraindicated.7

MEDICAL EXPULSIVE THERAPY

Conservative management, consisting of oral or intravenous hydration and analgesia, can be tried in patients with renal calculi whose condition is otherwise stable. Typically, intravenous hydration is given at a maintenance rate.8 Analgesia can be provided with both nonsteroidal anti-inflammatory drugs (NSAIDs) and narcotics, although NSAIDs, in particular ketorolac (Toradol), provide the best pain control.9

Calcium channel blockers and alphablockers inhibit ureteral spasms and promote the spontaneous passage of ureteral calculi.10 Compared with hydration alone, nifedipine (Procardia) has been shown to lead to an absolute increase of 9% in stone passage rates, and alpha-blockers have produced an absolute increase of 29%.11 These drugs can be given in conjunction with corticosteroids to reduce ureteral edema, which may contribute to stone retention in the ureter.12

As of this date, medical expulsive therapy is well established only for stones in the lower (distal) ureter. The applicability of this treatment for stones in the proximal ureter and kidney is still being investigated. In patients who have stones smaller than 1 cm in diameter and whose symptoms are under control, observation with medical expulsive therapy may well be appropriate. However, after 4 weeks, intervention is indicated, as the risk of complications and renal deterioration increase.

STONE SURGERY HAS BECOME RARE

Before the advent of lithotripsy and ureteroscopy (see below), most patients with symptomatic upper tract calculi underwent open surgical lithotomy. Many variations of pyelolithotomy and nephrolithotomy were performed, even bench surgery with autotransplantation (ie, removing the kidney, removing the stone, and then reimplanting the kidney). However, lithotripsy and ureteroscopic extraction have dramatically reduced the role of open stone surgery: it is currently done in only 0.3% to 0.7% of cases.13,14

Laparoscopic surgery for renal calculi is also rarely done. Although almost every type of stone procedure has been done laparoscopically,15–19 this approach is indicated only in situations in which lithotripsy or ureteroscopic treatment is expected to fail.

 

 

LESS-INVASIVE OPTIONS

Lithotripsy for small renal stones

Figure 1.
Lithotripsy breaks up urinary calculi. In this noninvasive outpatient procedure, a generator creates a shock wave that is propagated toward a fixed focus centered on the stone (Figure 1).

Soon after it became available, lithotripsy became immensely popular because of its ability to break up stones without surgery. Ureteroscopic treatment has assumed a bigger role in recent years because it is more versatile, but lithotripsy remains the most common treatment for urolithiasis.

Advantages, uses. Lithotripsy is generally indicated for renal stones smaller than 2 cm,20 especially those not located in the calyx in the lower pole. It is most effective for stones in the renal pelvis (76% of patients become stone-free), and least effective for stones in the lower pole (59% stone-free).21 For this reason, for stones in the lower pole, only those smaller than 1 cm in diameter are treated with lithotripsy.

In the past, lithotripsy was also favored in patients who had stones in the proximal ureter, an area that was technically difficult to access with a ureteroscope. Recent advances in ureteroscope design have all but eliminated this difficulty.

Disadvantages. Lithotripsy can damage nearly any structure in the trajectory of the shock wave, causing bleeding, inflammation, or perforation. It can also cause disturbances in cardiac electrical signal transmission, leading to cardiac arrhythmias during treatment. Long-term concerns include a possible link between lithotripsy and the development of diabetes and hypertension.22 Lithotripsy is contraindicated in pregnancy and coagulopathic states and is less effective in morbidly obese patients.

Lithotripsy is more likely to fail if the skinto-stone distance is more than 10 mm, if the lower pole forms an acute angle with the ureter, or if the body mass index is greater than 30 kg/m2 (ie, if the patient is obese).23

Percutaneous nephrolithotomy for large or staghorn stones

Percutaneous nephrolithotomy is highly effective for renal calculi but is associated with more complications than lithotripsy or ureteroscopy. It involves inserting a needle through the skin into the renal collecting system and then dilating the tract to approximately 1 cm. Instruments are then inserted through this tract to break up and remove stones. In contrast to laparoscopy, no insufflation is used; the percutaneous tract provides direct access to the kidney for stone removal.

Advantages, uses. Outcomes of percutaneous nephrolithotomy are uniformly favorable across a wide spectrum of stone sizes, compositions, and locations.

Percutaneous nephrolithotomy is indicated in patients who have renal or ureteral stones larger than 2 cm or lower-pole stones larger than 1 cm (Figure 1).24,25

Staghorn stones, commonly associated with infection, lead to renal destruction with significant risk of morbidity and even death if left untreated.26 Because they must be completely removed, which is often difficult or impossible to do with ureteroscopy or lithotripsy, percutaneous nephrolithotomy is the first-line treatment.24

Disadvantages. Percutaneous nephrolithotomy is invasive and carries the associated risks of any major surgical procedure, including sepsis, perirenal hematoma or bleeding, and inadvertent injury to adjacent organs, including the pleurae, lungs, bowel, or spleen.

Ureteroscopy has improved

With improvements in design, stone treatment with flexible and semirigid ureteroscopy have become major options for urinary calculi, even those as far up as the kidney (Figure 1).

Advantages, uses. Ureteroscopy offers a low risk of complications (similar to that of lithotripsy), and stone-free rates approach those of percutaneous nephrolithotomy for small to moderate-sized renal stones.27,28 Outcomes are best for stones smaller than 1 cm, with residual fragments being seen with larger stones.

New flexible ureteroscopes that deflect up to 270° allow stones in the lower pole to be treated successfully.29 In conjunction with laser lithotripsy, ureteroscopy can be used to successfully treat hard stones (density > 1,000 Hounsfield units), stones in obese patients, and stones refractory to lithotripsy.

Rates of complications and second procedures are low, and, compared with lithotripsy, ureteroscopy takes less time to clear the stone.30 Ureteroscopy can also be used to treat stones in kidneys with complex anatomy, in which poor clearance of fragments may be a problem.28 It may also be used in coagulopathic, pregnant, or morbidly obese patients, in whom lithotripsy or percutaneous nephrolithotomy is less effective or contraindicated.

Disadvantages. Of note, ureteroscopy is a surgical skill, and better outcomes are obtained by surgeons with more experience.31

Complications of ureteroscopy include ureteral stricture, perforation, thermal injury, avulsion, intussusception, infection, or steinstrasse (obstruction with fragments of stones). In addition, after ureteroscopy, a temporary ureteral stent is often placed: the stent may cause discomfort and requires a minor adjunctive procedure for removal.

 

 

FACTORS THAT AFFECT THE CHOICE OF TREATMENT

Size and location of the stone

The most important predictors of spontaneous passage of ureteral stones are size and location. In general, small stones are more likely to pass spontaneously than large ones, and distal stones are more likely to pass than stones more proximal in the urinary tract.

Stones are typically classified as either ureteral (proximal, middle, or distal) or renal (pelvic or calyceal), depending on their location.

In the ureter. Most ureteral stones smaller than 5 mm in diameter pass spontaneously within 4 weeks of the onset of symptoms.25,32 In patients who have stones smaller than 1 cm, whose pain is controlled, and who show no evidence of sepsis or renal insufficiency, a period of observation is a reasonable option.11 Medications such as tamsulosin (Flomax) and nifedipine have been shown to reduce the need for analgesia and to reduce the time to stone passage.33,34

Lithotripsy and ureteroscopy are the two primary interventions for ureteral calculi.

Regardless of size, stones in the ureter can usually be removed by ureteroscopy. This may involve laser or pneumatic lithotripsy within the ureter or simple ureteroscopic basket retrieval of the intact stone. In situ lithotripsy is an option for proximal ureteral calculi and may be favored by patients who wish to avoid placement of a ureteral stent at the time of intervention. Percutaneous nephrolithotomy is reserved for large (> 2-cm) or impacted proximal ureteral stones, or for cases in which ureteroscopy has failed.35

For stones in the proximal ureter, no difference has been shown in stone passage rates between lithotripsy and ureteroscopy. For proximal stones smaller than 1 cm, lithotripsy has a higher stone-free rate, and for stones larger than 1 cm, ureteroscopy has been shown to have superior stone-free rates.11

For mid-ureteral and distal ureteral stones of all sizes, ureteroscopy has been shown to have superior stone-free rates, although the difference is statistically significant only for distal stones.11

In the kidney. Large renal stones (> 2 cm) or staghorn calculi within the renal collecting system are best treated with percutaneous nephrolithotomy, whereas renal stones smaller than 1 cm can usually be treated ureteroscopically or with lithotripsy.

Stones within the renal collecting system measuring between 1 and 2 cm in diameter can be treated with ureteroscopy, lithotripsy, percutaneous nephrolithotomy, or a combination, depending on the location and composition of the stone and the wishes of patient.

Stone composition

Cystine stones and calcium oxalate stones are hard, with a density greater than 1,000 Hounsfield units. Lithotripsy has a high failure rate with these types of stones.36

Uric acid stones are softer and do not show up well on x-ray imaging. While it is technically feasible to perform lithotripsy under ultrasonographic guidance, most practitioners prefer to use fluoroscopy to locate the stone. For this reason, patients with radiolucent stones (ie, uric acid stones) are also not good candidates for lithotripsy.

Struvite (staghorn) stones are by definition infected, with bacteria residing within the stone itself. Thus, it is imperative to remove all stone fragments during treatment to prevent sepsis and stone reformation. Over time, an untreated staghorn calculus will lead to failure of the renal unit.

Although lithotripsy, ureteroscopy, and percutaneous nephrolithotomy can all be used to treat staghorn calculi, percutaneous nephrolithotomy has the best stone-free rate (78%), and lithotripsy has the lowest (54%).24 Therefore, percutaneous nephrolithotomy is recommended as the first treatment for these stones, and if combination therapy is used, then percutaneous nephrolithotomy should be done last to ensure that the stone is completely removed.24 If lithotomy is to be used, drainage of the renal unit must be done in advance with either percutaneous nephrostomy or a ureteral stent, to ensure that all infected stone fragments will be flushed out.24

PREVENTING RECURRENCES

Metabolic abnormalities that increase the risk of urolithiasis can be identified and treated in up to 95% of patients who form recurrent stones.37 Most of these patients require simple dietary modifications, and just 15% require pharmacotherapy. (For more on this topic, see the review by Dr. Phillip Hall in this issue of the Journal.38) As urolithiasis is common and often recurrent, the appropriate interventive management, combined with dietary prophylaxis, should minimize patient morbidity and preserve renal function.

Very few patients undergo surgery for stones in the kidney or ureters anymore, now that less-invasive interventions are available, such as extracorporeal shock-wave lithotripsy, ureteroscopic stone removal, and percutaneous nephrolithotomy. Each of these options has advantages and disadvantages, depending on the characteristics of the stone or stones, such as size, number, location, and composition, as well as patient factors such as renal anatomy, body habitus, and comorbidities.

See related article

This article reviews the current interventional management of upper tract urolithiasis.

NOT ALL STONES NEED INTERVENTION

From 10% to 15% of people in the United States develop a stone at some point in their life,1,2 and this number is increasing.3 Not all of them need intervention (Table 1).

In a patient who has symptoms of urinary obstruction or sepsis, the decision to intervene is obvious. Stones that obstruct the flow of urine often cause symptoms due to distension of the ureter, the renal pelvis, or the renal capsule in a relatively predictable and characteristic pattern of pain originating in the flank and often radiating to the groin, testicle, or labia. And untreated struvite (“staghorn”) stones, a result of infection, can lead to life-threatening sepsis.

However, in patients with asymptomatic stones, the decision may not be clear-cut. Approximately 32% of patients with asymptomatic renal calculi go on to develop symptoms in the next 2.5 years, increasing to 49% at 5 years.3 Of the patients who develop symptoms, half will require a procedure to remove the stone, while half will pass the offending stone spontaneously.3

If even a small amount of stone is left in the kidney after surgery or other intervention, a large stone can form again, and ultimately, the function of that renal unit can decline. For this reason, most renal calculi should be treated or at least followed for signs of progression with serial imaging studies.

Today, although some patients are followed with kidney-ureter-bladder radiographic studies, most undergo computed tomography, which has the advantages of clearly delineating the stone location and size, the presence of small ureteral stones, and the presence and magnitude of hydronephrosis.

If the patient has no refractory symptoms related to obstruction and no signs of infection or of parenchymal damage, then observation with close follow-up is reasonable. However, infection with urinary tract obstruction, urosepsis, intractable pain or vomiting, acute kidney injury, obstruction in a solitary or transplanted kidney, or bilateral obstructing stones are all indications for urgent intervention.

Additionally, some patients who have asymptomatic stones should undergo evaluation and treatment because of their occupation. Examples are airline pilots and soldiers, in whom an episode of intractable renal colic could prove dangerous.

Stones in women

Women who are pregnant or of childbearing age and have an asymptomatic renal stone are not at any higher risk of stone growth and so should be treated the same as any other patient—except that ultrasonography should be used for imaging to minimize radiation exposure. Urine should be sent for culture. From 50% to 80% of these patients will pass their stones spontaneously with hydration and analgesia.4

If intervention is required, percutaneous nephrostomy and placement of ureteral stents can be done to expose the patient to the least possible amount of anesthesia or radiation.5

Ureteroscopic stone extraction in pregnant patients has also been shown not to cause pregnancy-related complications, and it entails minimal fluoroscopic exposure.6

Although lithotripsy has been used inadvertently in pregnant patients, its routine use in pregnant patients remains contraindicated.7

MEDICAL EXPULSIVE THERAPY

Conservative management, consisting of oral or intravenous hydration and analgesia, can be tried in patients with renal calculi whose condition is otherwise stable. Typically, intravenous hydration is given at a maintenance rate.8 Analgesia can be provided with both nonsteroidal anti-inflammatory drugs (NSAIDs) and narcotics, although NSAIDs, in particular ketorolac (Toradol), provide the best pain control.9

Calcium channel blockers and alphablockers inhibit ureteral spasms and promote the spontaneous passage of ureteral calculi.10 Compared with hydration alone, nifedipine (Procardia) has been shown to lead to an absolute increase of 9% in stone passage rates, and alpha-blockers have produced an absolute increase of 29%.11 These drugs can be given in conjunction with corticosteroids to reduce ureteral edema, which may contribute to stone retention in the ureter.12

As of this date, medical expulsive therapy is well established only for stones in the lower (distal) ureter. The applicability of this treatment for stones in the proximal ureter and kidney is still being investigated. In patients who have stones smaller than 1 cm in diameter and whose symptoms are under control, observation with medical expulsive therapy may well be appropriate. However, after 4 weeks, intervention is indicated, as the risk of complications and renal deterioration increase.

STONE SURGERY HAS BECOME RARE

Before the advent of lithotripsy and ureteroscopy (see below), most patients with symptomatic upper tract calculi underwent open surgical lithotomy. Many variations of pyelolithotomy and nephrolithotomy were performed, even bench surgery with autotransplantation (ie, removing the kidney, removing the stone, and then reimplanting the kidney). However, lithotripsy and ureteroscopic extraction have dramatically reduced the role of open stone surgery: it is currently done in only 0.3% to 0.7% of cases.13,14

Laparoscopic surgery for renal calculi is also rarely done. Although almost every type of stone procedure has been done laparoscopically,15–19 this approach is indicated only in situations in which lithotripsy or ureteroscopic treatment is expected to fail.

 

 

LESS-INVASIVE OPTIONS

Lithotripsy for small renal stones

Figure 1.
Lithotripsy breaks up urinary calculi. In this noninvasive outpatient procedure, a generator creates a shock wave that is propagated toward a fixed focus centered on the stone (Figure 1).

Soon after it became available, lithotripsy became immensely popular because of its ability to break up stones without surgery. Ureteroscopic treatment has assumed a bigger role in recent years because it is more versatile, but lithotripsy remains the most common treatment for urolithiasis.

Advantages, uses. Lithotripsy is generally indicated for renal stones smaller than 2 cm,20 especially those not located in the calyx in the lower pole. It is most effective for stones in the renal pelvis (76% of patients become stone-free), and least effective for stones in the lower pole (59% stone-free).21 For this reason, for stones in the lower pole, only those smaller than 1 cm in diameter are treated with lithotripsy.

In the past, lithotripsy was also favored in patients who had stones in the proximal ureter, an area that was technically difficult to access with a ureteroscope. Recent advances in ureteroscope design have all but eliminated this difficulty.

Disadvantages. Lithotripsy can damage nearly any structure in the trajectory of the shock wave, causing bleeding, inflammation, or perforation. It can also cause disturbances in cardiac electrical signal transmission, leading to cardiac arrhythmias during treatment. Long-term concerns include a possible link between lithotripsy and the development of diabetes and hypertension.22 Lithotripsy is contraindicated in pregnancy and coagulopathic states and is less effective in morbidly obese patients.

Lithotripsy is more likely to fail if the skinto-stone distance is more than 10 mm, if the lower pole forms an acute angle with the ureter, or if the body mass index is greater than 30 kg/m2 (ie, if the patient is obese).23

Percutaneous nephrolithotomy for large or staghorn stones

Percutaneous nephrolithotomy is highly effective for renal calculi but is associated with more complications than lithotripsy or ureteroscopy. It involves inserting a needle through the skin into the renal collecting system and then dilating the tract to approximately 1 cm. Instruments are then inserted through this tract to break up and remove stones. In contrast to laparoscopy, no insufflation is used; the percutaneous tract provides direct access to the kidney for stone removal.

Advantages, uses. Outcomes of percutaneous nephrolithotomy are uniformly favorable across a wide spectrum of stone sizes, compositions, and locations.

Percutaneous nephrolithotomy is indicated in patients who have renal or ureteral stones larger than 2 cm or lower-pole stones larger than 1 cm (Figure 1).24,25

Staghorn stones, commonly associated with infection, lead to renal destruction with significant risk of morbidity and even death if left untreated.26 Because they must be completely removed, which is often difficult or impossible to do with ureteroscopy or lithotripsy, percutaneous nephrolithotomy is the first-line treatment.24

Disadvantages. Percutaneous nephrolithotomy is invasive and carries the associated risks of any major surgical procedure, including sepsis, perirenal hematoma or bleeding, and inadvertent injury to adjacent organs, including the pleurae, lungs, bowel, or spleen.

Ureteroscopy has improved

With improvements in design, stone treatment with flexible and semirigid ureteroscopy have become major options for urinary calculi, even those as far up as the kidney (Figure 1).

Advantages, uses. Ureteroscopy offers a low risk of complications (similar to that of lithotripsy), and stone-free rates approach those of percutaneous nephrolithotomy for small to moderate-sized renal stones.27,28 Outcomes are best for stones smaller than 1 cm, with residual fragments being seen with larger stones.

New flexible ureteroscopes that deflect up to 270° allow stones in the lower pole to be treated successfully.29 In conjunction with laser lithotripsy, ureteroscopy can be used to successfully treat hard stones (density > 1,000 Hounsfield units), stones in obese patients, and stones refractory to lithotripsy.

Rates of complications and second procedures are low, and, compared with lithotripsy, ureteroscopy takes less time to clear the stone.30 Ureteroscopy can also be used to treat stones in kidneys with complex anatomy, in which poor clearance of fragments may be a problem.28 It may also be used in coagulopathic, pregnant, or morbidly obese patients, in whom lithotripsy or percutaneous nephrolithotomy is less effective or contraindicated.

Disadvantages. Of note, ureteroscopy is a surgical skill, and better outcomes are obtained by surgeons with more experience.31

Complications of ureteroscopy include ureteral stricture, perforation, thermal injury, avulsion, intussusception, infection, or steinstrasse (obstruction with fragments of stones). In addition, after ureteroscopy, a temporary ureteral stent is often placed: the stent may cause discomfort and requires a minor adjunctive procedure for removal.

 

 

FACTORS THAT AFFECT THE CHOICE OF TREATMENT

Size and location of the stone

The most important predictors of spontaneous passage of ureteral stones are size and location. In general, small stones are more likely to pass spontaneously than large ones, and distal stones are more likely to pass than stones more proximal in the urinary tract.

Stones are typically classified as either ureteral (proximal, middle, or distal) or renal (pelvic or calyceal), depending on their location.

In the ureter. Most ureteral stones smaller than 5 mm in diameter pass spontaneously within 4 weeks of the onset of symptoms.25,32 In patients who have stones smaller than 1 cm, whose pain is controlled, and who show no evidence of sepsis or renal insufficiency, a period of observation is a reasonable option.11 Medications such as tamsulosin (Flomax) and nifedipine have been shown to reduce the need for analgesia and to reduce the time to stone passage.33,34

Lithotripsy and ureteroscopy are the two primary interventions for ureteral calculi.

Regardless of size, stones in the ureter can usually be removed by ureteroscopy. This may involve laser or pneumatic lithotripsy within the ureter or simple ureteroscopic basket retrieval of the intact stone. In situ lithotripsy is an option for proximal ureteral calculi and may be favored by patients who wish to avoid placement of a ureteral stent at the time of intervention. Percutaneous nephrolithotomy is reserved for large (> 2-cm) or impacted proximal ureteral stones, or for cases in which ureteroscopy has failed.35

For stones in the proximal ureter, no difference has been shown in stone passage rates between lithotripsy and ureteroscopy. For proximal stones smaller than 1 cm, lithotripsy has a higher stone-free rate, and for stones larger than 1 cm, ureteroscopy has been shown to have superior stone-free rates.11

For mid-ureteral and distal ureteral stones of all sizes, ureteroscopy has been shown to have superior stone-free rates, although the difference is statistically significant only for distal stones.11

In the kidney. Large renal stones (> 2 cm) or staghorn calculi within the renal collecting system are best treated with percutaneous nephrolithotomy, whereas renal stones smaller than 1 cm can usually be treated ureteroscopically or with lithotripsy.

Stones within the renal collecting system measuring between 1 and 2 cm in diameter can be treated with ureteroscopy, lithotripsy, percutaneous nephrolithotomy, or a combination, depending on the location and composition of the stone and the wishes of patient.

Stone composition

Cystine stones and calcium oxalate stones are hard, with a density greater than 1,000 Hounsfield units. Lithotripsy has a high failure rate with these types of stones.36

Uric acid stones are softer and do not show up well on x-ray imaging. While it is technically feasible to perform lithotripsy under ultrasonographic guidance, most practitioners prefer to use fluoroscopy to locate the stone. For this reason, patients with radiolucent stones (ie, uric acid stones) are also not good candidates for lithotripsy.

Struvite (staghorn) stones are by definition infected, with bacteria residing within the stone itself. Thus, it is imperative to remove all stone fragments during treatment to prevent sepsis and stone reformation. Over time, an untreated staghorn calculus will lead to failure of the renal unit.

Although lithotripsy, ureteroscopy, and percutaneous nephrolithotomy can all be used to treat staghorn calculi, percutaneous nephrolithotomy has the best stone-free rate (78%), and lithotripsy has the lowest (54%).24 Therefore, percutaneous nephrolithotomy is recommended as the first treatment for these stones, and if combination therapy is used, then percutaneous nephrolithotomy should be done last to ensure that the stone is completely removed.24 If lithotomy is to be used, drainage of the renal unit must be done in advance with either percutaneous nephrostomy or a ureteral stent, to ensure that all infected stone fragments will be flushed out.24

PREVENTING RECURRENCES

Metabolic abnormalities that increase the risk of urolithiasis can be identified and treated in up to 95% of patients who form recurrent stones.37 Most of these patients require simple dietary modifications, and just 15% require pharmacotherapy. (For more on this topic, see the review by Dr. Phillip Hall in this issue of the Journal.38) As urolithiasis is common and often recurrent, the appropriate interventive management, combined with dietary prophylaxis, should minimize patient morbidity and preserve renal function.

References
  1. Sierakowski R, Finlayson B, Landes RR, Finlayson CD, Sierakowski N. The frequency of urolithiasis in hospital discharge diagnoses in the United States. Invest Urol 1978; 15:438441.
  2. Norlin A, Lindell B, Granberg PO, Lindvall N. Urolithiasis. A study of its frequency. Scand J Urol Nephrol 1976; 10:150153.
  3. Glowacki LS, Beecroft ML, Cook RJ, Pahl D, Churchill DN. The natural history of asymptomatic urolithiasis. J Urol 1992; 147:319321.
  4. Denstedt JD, Razvi H. Management of urinary calculi during pregnancy. J Urol 1992; 148:10721074.
  5. Swanson SK, Heilman RL, Eversman WG. Urinary tract stones in pregnancy. Surg Clin North Am 1995; 75:123142.
  6. Watterson JD, Girvan AR, Beiko DT, et al. Ureteroscopy and holmium:YAG laser lithotripsy: an emerging definitive management strategy for symptomatic ureteral calculi in pregnancy. Urology 2002; 60:383387.
  7. Frankenschmidt A, Sommerkamp H. Shock wave lithotripsy during pregnancy: a successful clinical experiment. J Urol 1998; 159:501502.
  8. Springhart WP, Marquet CG, Sur RL, et al. Forced versus minimal intravenous hydration in the management of acute renal colic: a randomized trial. J Endourol 2006; 20:713716.
  9. Holdgate A, Pollock T. Systematic review of the relative efficacy of nonsteroidal anti-inflammatory drugs and opioids in the treatment of acute renal colic. BMJ 2004; 328:1401.
  10. Hollingsworth JM, Rogers MA, Kaufman SR, et al. Medical therapy to facilitate urinary stone passage: a meta-analysis. Lancet 2006; 368:11711179.
  11. Preminger GM, Tiselius HG, Assimos DG, et al; American Urological Association Education and Research, Inc. 2007 Guideline for the management of ureteral calculi. Eur Urol 2007; 52:16101631.
  12. Pearle MS, Calhoun EA, Curhan GC; Urologic Diseases of America Project. Urologic diseases in America project: urolithiasis. J Urol 2005; 173:848857.
  13. Matlaga BR, Assimos DG. Changing indications of open stone surgery. Urology 2002; 59:490493.
  14. Paik ML, Wainstein MA, Spirnak JP, Hampel N, Resnick MI. Current indications for open stone surgery in the treatment of renal and ureteral calculi. J Urol 1998; 159:374378.
  15. Raboy A, Ferzli GS, Ioffreda R, Albert PS. Laparoscopic ureterolithotomy. Urology 1992; 39:223225.
  16. Winfield HN, Donovan JF, Godet AS, Clayman RV. Laparoscopic partial nephrectomy: initial case report for benign disease. J Endourol 1993; 7:521526.
  17. Ruckle HC, Segura JW. Laparoscopic treatment of a stone-filled, caliceal diverticulum: a definitive, minimally invasive therapeutic option. J Urol 1994; 151:122124.
  18. Deger S, Tuellmann M, Schoenberger B, Winkelmann B, Peters R, Loening SA. Laparoscopic anatrophic nephrolithotomy. Scand J Urol Nephrol 2004; 38:263265.
  19. Harmon WJ, Kleer E, Segura JW. Laparoscopic pyelolithotomy for calculus removal in a pelvic kidney. J Urol 1996; 155:20192020.
  20. Abdel-Khalek M, Sheir KZ, Mokhtar AA, Eraky I, Kenawy M, Bazeed M. Prediction of success rate after extracorporeal shock-wave lithotripsy of renal stones—a multivariate analysis model. Scand J Urol Nephrol 2004; 38:161167.
  21. Lingeman JE, Coury TA, Newman DM, et al. Comparison of results and morbidity of percutaneous nephrostolithotomy and extracorporeal shock wave lithotripsy. J Urol 1987; 138:485490.
  22. Krambeck AE, Gettman MT, Rohlinger AL, Lohse CM, Patterson DE, Segura JW. Diabetes mellitus and hypertension associated with shock wave lithotripsy of renal and proximal ureteral stones at 19 years of followup. J Urol 2006; 175:17421747.
  23. Pareek G, Hedican SP, Lee FT, Nakada SY. Shock wave lithotripsy success determined by skin-to-stone distance on computed tomography. Urology 2005; 66:941944.
  24. Preminger GM, Assimos DG, Lingeman JE, Nakada SY, Pearle MS, Wolf JS, Jr; AUA Nephrolithiasis Guideline Panel. Chapter 1: AUA guideline on management of staghorn calculi: diagnosis and treatment recommendations. J Urol 2005; 173:19912000.
  25. Grasso M, Conlin M, Bagley D. Retrograde ureteropyeloscopic treatment of 2 cm. or greater upper urinary tract and minor Staghorn calculi. J Urol 1998; 160:346351.
  26. Blandy JP, Singh M. The case for a more aggressive approach to staghorn stones. J Urol 1976; 115:505506.
  27. Fabrizio MD, Behari A, Bagley DH. Ureteroscopic management of intrarenal calculi. J Urol 1998; 159:11391143.
  28. Grasso M, Lang G, Loisides P, Bagley D, Taylor F. Endoscopic management of the symptomatic caliceal diverticular calculus. J Urol 1995; 153:18781881.
  29. Grasso M. Ureteropyeloscopic treatment of ureteral and intrarenal calculi. Urol Clin North Am 2000; 27:623631.
  30. Peschel R, Janetschek G, Bartsch G. Extracorporeal shock wave lithotripsy versus ureteroscopy for distal ureteral calculi: a prospective randomized study. J Urol 1999; 162:19091912.
  31. Anagnostou T, Tolley D. Management of ureteric stones. Eur Urol 2004; 45:714721.
  32. Segura JW, Preminger GM, Assimos DG, et al. Ureteral Stones Clinical Guidelines Panel summary report on the management of ureteral calculi. The American Urological Association. J Urol 1997; 158:19151921.
  33. Pearle MS. Nifedipine versus tamsulosin for the management of lower ureteral stones. Int Braz J Urol 2004; 30:337338.
  34. Dellabella M, Milanese G, Muzzonigro G. Medical-expulsive therapy for distal ureterolithiasis: randomized prospective study on role of corticosteroids used in combination with tamsulosin-simplified treatment regimen and health-related quality of life. Urology 2005; 66:712715.
  35. Albala DM, Assimos DG, Clayman RV, et al. Lower pole I: a prospective randomized trial of extracorporeal shock wave lithotripsy and percutaneous nephrostolithotomy for lower pole nephrolithiasis-initial results. J Urol 2001; 166:20722080.
  36. Pareek G, Armenakas NA, Fracchia JA. Hounsfield units on computerized tomography predict stone-free rates after extracorporeal shock wave lithotripsy. J Urol 2003; 169:16791681.
  37. Straub M, Hautmann RE. Developments in stone prevention. Curr Opin Urol 2005; 15:119126.
  38. Hall PM. Kidney stones: formation, treatment, and prevention. Cleve Clin J Med 2009; 76:583591.
References
  1. Sierakowski R, Finlayson B, Landes RR, Finlayson CD, Sierakowski N. The frequency of urolithiasis in hospital discharge diagnoses in the United States. Invest Urol 1978; 15:438441.
  2. Norlin A, Lindell B, Granberg PO, Lindvall N. Urolithiasis. A study of its frequency. Scand J Urol Nephrol 1976; 10:150153.
  3. Glowacki LS, Beecroft ML, Cook RJ, Pahl D, Churchill DN. The natural history of asymptomatic urolithiasis. J Urol 1992; 147:319321.
  4. Denstedt JD, Razvi H. Management of urinary calculi during pregnancy. J Urol 1992; 148:10721074.
  5. Swanson SK, Heilman RL, Eversman WG. Urinary tract stones in pregnancy. Surg Clin North Am 1995; 75:123142.
  6. Watterson JD, Girvan AR, Beiko DT, et al. Ureteroscopy and holmium:YAG laser lithotripsy: an emerging definitive management strategy for symptomatic ureteral calculi in pregnancy. Urology 2002; 60:383387.
  7. Frankenschmidt A, Sommerkamp H. Shock wave lithotripsy during pregnancy: a successful clinical experiment. J Urol 1998; 159:501502.
  8. Springhart WP, Marquet CG, Sur RL, et al. Forced versus minimal intravenous hydration in the management of acute renal colic: a randomized trial. J Endourol 2006; 20:713716.
  9. Holdgate A, Pollock T. Systematic review of the relative efficacy of nonsteroidal anti-inflammatory drugs and opioids in the treatment of acute renal colic. BMJ 2004; 328:1401.
  10. Hollingsworth JM, Rogers MA, Kaufman SR, et al. Medical therapy to facilitate urinary stone passage: a meta-analysis. Lancet 2006; 368:11711179.
  11. Preminger GM, Tiselius HG, Assimos DG, et al; American Urological Association Education and Research, Inc. 2007 Guideline for the management of ureteral calculi. Eur Urol 2007; 52:16101631.
  12. Pearle MS, Calhoun EA, Curhan GC; Urologic Diseases of America Project. Urologic diseases in America project: urolithiasis. J Urol 2005; 173:848857.
  13. Matlaga BR, Assimos DG. Changing indications of open stone surgery. Urology 2002; 59:490493.
  14. Paik ML, Wainstein MA, Spirnak JP, Hampel N, Resnick MI. Current indications for open stone surgery in the treatment of renal and ureteral calculi. J Urol 1998; 159:374378.
  15. Raboy A, Ferzli GS, Ioffreda R, Albert PS. Laparoscopic ureterolithotomy. Urology 1992; 39:223225.
  16. Winfield HN, Donovan JF, Godet AS, Clayman RV. Laparoscopic partial nephrectomy: initial case report for benign disease. J Endourol 1993; 7:521526.
  17. Ruckle HC, Segura JW. Laparoscopic treatment of a stone-filled, caliceal diverticulum: a definitive, minimally invasive therapeutic option. J Urol 1994; 151:122124.
  18. Deger S, Tuellmann M, Schoenberger B, Winkelmann B, Peters R, Loening SA. Laparoscopic anatrophic nephrolithotomy. Scand J Urol Nephrol 2004; 38:263265.
  19. Harmon WJ, Kleer E, Segura JW. Laparoscopic pyelolithotomy for calculus removal in a pelvic kidney. J Urol 1996; 155:20192020.
  20. Abdel-Khalek M, Sheir KZ, Mokhtar AA, Eraky I, Kenawy M, Bazeed M. Prediction of success rate after extracorporeal shock-wave lithotripsy of renal stones—a multivariate analysis model. Scand J Urol Nephrol 2004; 38:161167.
  21. Lingeman JE, Coury TA, Newman DM, et al. Comparison of results and morbidity of percutaneous nephrostolithotomy and extracorporeal shock wave lithotripsy. J Urol 1987; 138:485490.
  22. Krambeck AE, Gettman MT, Rohlinger AL, Lohse CM, Patterson DE, Segura JW. Diabetes mellitus and hypertension associated with shock wave lithotripsy of renal and proximal ureteral stones at 19 years of followup. J Urol 2006; 175:17421747.
  23. Pareek G, Hedican SP, Lee FT, Nakada SY. Shock wave lithotripsy success determined by skin-to-stone distance on computed tomography. Urology 2005; 66:941944.
  24. Preminger GM, Assimos DG, Lingeman JE, Nakada SY, Pearle MS, Wolf JS, Jr; AUA Nephrolithiasis Guideline Panel. Chapter 1: AUA guideline on management of staghorn calculi: diagnosis and treatment recommendations. J Urol 2005; 173:19912000.
  25. Grasso M, Conlin M, Bagley D. Retrograde ureteropyeloscopic treatment of 2 cm. or greater upper urinary tract and minor Staghorn calculi. J Urol 1998; 160:346351.
  26. Blandy JP, Singh M. The case for a more aggressive approach to staghorn stones. J Urol 1976; 115:505506.
  27. Fabrizio MD, Behari A, Bagley DH. Ureteroscopic management of intrarenal calculi. J Urol 1998; 159:11391143.
  28. Grasso M, Lang G, Loisides P, Bagley D, Taylor F. Endoscopic management of the symptomatic caliceal diverticular calculus. J Urol 1995; 153:18781881.
  29. Grasso M. Ureteropyeloscopic treatment of ureteral and intrarenal calculi. Urol Clin North Am 2000; 27:623631.
  30. Peschel R, Janetschek G, Bartsch G. Extracorporeal shock wave lithotripsy versus ureteroscopy for distal ureteral calculi: a prospective randomized study. J Urol 1999; 162:19091912.
  31. Anagnostou T, Tolley D. Management of ureteric stones. Eur Urol 2004; 45:714721.
  32. Segura JW, Preminger GM, Assimos DG, et al. Ureteral Stones Clinical Guidelines Panel summary report on the management of ureteral calculi. The American Urological Association. J Urol 1997; 158:19151921.
  33. Pearle MS. Nifedipine versus tamsulosin for the management of lower ureteral stones. Int Braz J Urol 2004; 30:337338.
  34. Dellabella M, Milanese G, Muzzonigro G. Medical-expulsive therapy for distal ureterolithiasis: randomized prospective study on role of corticosteroids used in combination with tamsulosin-simplified treatment regimen and health-related quality of life. Urology 2005; 66:712715.
  35. Albala DM, Assimos DG, Clayman RV, et al. Lower pole I: a prospective randomized trial of extracorporeal shock wave lithotripsy and percutaneous nephrostolithotomy for lower pole nephrolithiasis-initial results. J Urol 2001; 166:20722080.
  36. Pareek G, Armenakas NA, Fracchia JA. Hounsfield units on computerized tomography predict stone-free rates after extracorporeal shock wave lithotripsy. J Urol 2003; 169:16791681.
  37. Straub M, Hautmann RE. Developments in stone prevention. Curr Opin Urol 2005; 15:119126.
  38. Hall PM. Kidney stones: formation, treatment, and prevention. Cleve Clin J Med 2009; 76:583591.
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Less-invasive ways to remove stones from the kidneys and ureters
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Inside the Article

KEY POINTS

  • Stones that obstruct the flow of urine or that are associated with infection (ie, struvite or “staghorn” stones) should be removed promptly.
  • For small stones in the distal ureter, medical therapy is an option: pain control, hydration, and control of ureteral spasms with calcium channel blockers and alpha-blockers help the patient pass the stone spontaneously.
  • Extracorporeal shock-wave lithotripsy is the mostly commonly used option, but it is less effective for large stones and in obese patients.
  • The ureteroscope can now be used to extract stones as high up as the kidney. Catheters that contain lasers and lithotripsy devices can break up large stones in situ for removal.
  • Percutaneous nephrolithotomy is very effective for large stones in the kidney and is especially indicated for struvite stones.
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Ulcerative leg nodules in a transplant recipient

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Ulcerative leg nodules in a transplant recipient

Figure 1. Purpuric nodules with surrounding erythema.
A 66-year-old white man presents with a 1-month history of two nontender, nonpruritic skin lesions on his leg 3 weeks after undergoing bilateral lung transplantation for idiopathic pulmonary fibrosis (Figure 1). Except for transient lymphopenia, the postoperative course has been uneventful, with no episodes of rejection. Immunosuppressive drugs include tacrolimus (Prograf) and steroids. He has a history of insulin-dependent diabetes mellitus, and no history of significant trauma to his legs. Other than the skin lesions, he feels well and has no systemic symptoms. He has no history of iron overload or deferoxamine (Desferal) therapy.

Q: What is the probable diagnosis?

  • Kaposi sarcoma
  • Majocchi (trichophytic) granuloma
  • Staphylococcus aureus furunculosis
  • Primary cutaneous mucormycosis
  • Disseminated zoster

Figure 2. Irregular nonseptated, branching, fungal hyphae (arrow) throughout the dermis are surrounded by a histiocytic granulomatous infiltrate (hematoxylin-eosin, original mangification × 400).
A: This patient has primary cutaneous mucormycosis. Microscopic examination of the skin biopsy showed suppurative granulomatous inflammation with numerous nonseptated, branching fungal hyphae (Figure 2). A fungal culture grew Absidia species. No evidence of disseminated disease was found on computed tomography of the brain, paranasal sinuses, chest, abdomen, and pelvis. Histologic studies and cultures taken from both native and transplanted lungs were negative for fungi.

CAUSES AND RISK FACTORS

Mucormycosis is an invasive infection caused by fungi of a variety of genera (Rhizopus, Rhizomucor, Mucor, Absidia, Apophysomyces, Cunninghamella, Saksenaea, Conidiobolus, and Basidiobolus species) belonging to the class Zygomycetes in the order Mucorales. These ubiquitous environmental fungi have been found widely distributed in hospital sources, having been cultured from plaster casts,1 tongue depressors,2 cloth tapes for securing endotracheal tubes,3 peritoneal dialysis catheters,4 surgical wounds,5 contaminated dressings, needles, and intravenous catheters.6

These fungi rarely cause disease in healthy people, but patients with certain risk factors may develop disseminated disease, in which the death rate is high.6 Risk factors include diabetes mellitus, renal failure, trauma, burns, malnutrition, solid organ transplantation, hematologic malignancies, use of immunosuppressive drugs (eg, chemotherapeutic agents, corticosteroids, cyclosporine, methotrexate, infliximab [Remicade]7), and iron overload and iron-chelating therapy with deferoxamine. 8 Patients such as ours—an organ transplant recipient with concomitant diabetes mellitus—are highly susceptible to this infection.

DIAGNOSIS

The clinical presentation of mucormycosis can be rhino-orbitocerebral (most common),9 pulmonary, primary cutaneous, gastrointestinal, cardiac, or disseminated infection.6 Primary cutaneous mucormycosis occurs from fungal inoculation of the dermis. Small areas of trauma may be all that is needed for this inoculation to occur.

The initial lesion may be an erythematous patch, plaque, or nodule that may subsequently ulcerate and become gangrenous or necrotic.10

The differential diagnosis of new cutaneous nodules in an immunocompromised patient includes a wide variety of infections, such as ecthyma gangrenosum caused by Pseudomonas or Candida species, herpes simplex virus infection, cryptococcal infection, phaeohyphomycosis, and cutaneous aspergillosis.

Because the morphology of cutaneous mucormycosis is not distinctive, and because we need to cast our net wide for the numerous, potentially lethal diagnostic possibilities in an immunosuppressed patient, it is crucial that we have a low threshold for prompt biopsy to establish the diagnosis and initiate definitive treatment. While skin biopsy for microscopy can suggest certain fungi, the exact diagnosis is confirmed by a fungal culture of a biopsy specimen.

TREATMENT

Localized soft tissue infection is more amenable to therapy and therefore carries a better prognosis than visceral or disseminated disease.

The best treatment outcomes of primary cutaneous mucormycosis are achieved with both complete excision and debridement of necrotic tissue and systemic antifungal therapy. Amphotericin B in conventional form (Fungizone) and liposomal form (AmBisome) and posaconazole (Noxafil)11–12 are effective.

Paradoxically, in contrast to deferoxamine, other iron chelators such as deferiprone (Ferriprox, not available in the United States) and deferasirox (Exjade), which do not supply iron to the fungus, had been shown to be effective against Zygomycetes in in vitro and animal models. The role of iron chelators as adjunctive therapy for mucormycosis needs further investigation.8

Primary cutaneous mucormycosis may become a disseminated infection. Therefore, one should have a high index of suspicion. When a transplant recipient develops a cutaneous plaque or nodule, biopsy should be performed promptly. Failure to do so can increase the risk of morbidity and death.

References
  1. Johnson AS, Ranson M, Scarffe JH, Morgenstern GR, Shaw AJ, Oppenheim BA. Cutaneous infection with Rhizopus oryzae and Aspergillus niger following bone marrow transplantation. J Hosp Infect 1993; 25:293296.
  2. Paydas S, Yavuz S, Disel U, et al. Mucormycosis of the tongue in a patient with acute lymphoblastic leukemia: a possible relation with use of a tongue depressor. Am J Med 2003; 114:618620.
  3. Dickinson M, Kalayanamit T, Yang CA, Pomper GJ, Franco-Webb C, Rodman D. Cutaneous zygomycosis (mucormycosis) complicating endotracheal intubation: diagnosis and successful treatment. Chest 1998; 114:340342.
  4. Nayak S, Satish R, Gokulnath , Savio J, Rajalakshmi T. Peritoneal mucormycosis in a patient on CAPD. Perit Dial Int 2007; 27:216217.
  5. Chew HH, Abuzeid A, Singh D, Tai CC. Surgical wound mucormycosis necessitating hand amputation: a case report. J Orthop Surg (Hong Kong) 2008; 16:267269.
  6. Benbow EW, Stoddart RW. Systemic zygomycosis. Postgrad Med J 1986; 62:985996.
  7. Gadadhar H, Hawkins S, Huffstutter JE, Panda M. Cutaneous mucormycosis complicating methotrexate, prednisone, and infliximab therapy. J Clin Rheumatol 2007; 13:361362.
  8. Ibrahim AS, Spellberg B, Edwards J. Iron acquisition: a novel perspective on mucormycosis pathogenesis and treatment. Curr Opin Infect Dis 2008; 21:620625.
  9. Chakrabarti A, Das A, Sharma A, et al. Ten years’ experience in zygomycosis at a tertiary care centre in India. J Infect 2001; 42:261266.
  10. Nouri-Majalan N, Moghimi M. Skin mucormycosis presenting as an erythema-nodosum-like rash in a renal transplant recipient: a case report. J Med Case Reports 2008, 2:112.
  11. Sun QN, Fothergill AW, McCarthy DI, Rinaldi MG, Graybill JR. In vitro activities of posaconazole, itraconazole, voriconazole, amphotericin B, and fluconazole against 37 clinical isolates of zygomycetes. Antimicrob Agents Chemother 2002; 46:15811582.
  12. Spellberg B, Edwards J, Ibrahim A. Novel perspectives on mucormycosis: pathophysiology, presentation and management. Clin Microbial Rev 2005; 18:556569.
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Ai-Ping Chua, MB, BS
Respiratory Institute, Cleveland Clinic

Steven D. Billings, MD
Co-head, Section of Dermatopathology, Department of Anatomic Pathology, Cleveland Clinic

Marie M. Budev, DO, MPH
Department of Pulmonary, Allergy, and Critical Care Medicine and the Transplantation Center, Respiratory Institute, Cleveland Clinic

Atul C. Mehta, MB, BS
Department of Pulmonary, Allergy, and Critical Care Medicine, Respiratory Institute, Cleveland Clinic; Chief of Staff, Sheikh Khalifa Medical City, Abu Dhabi, United Arab Emirates

Address: Ai-Ping Chua, MD, Respiratory Institute, A90, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

Dr. Billings has disclosed that he has received consulting fees from Allos Therapeutics.

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Steven D. Billings, MD
Co-head, Section of Dermatopathology, Department of Anatomic Pathology, Cleveland Clinic

Marie M. Budev, DO, MPH
Department of Pulmonary, Allergy, and Critical Care Medicine and the Transplantation Center, Respiratory Institute, Cleveland Clinic

Atul C. Mehta, MB, BS
Department of Pulmonary, Allergy, and Critical Care Medicine, Respiratory Institute, Cleveland Clinic; Chief of Staff, Sheikh Khalifa Medical City, Abu Dhabi, United Arab Emirates

Address: Ai-Ping Chua, MD, Respiratory Institute, A90, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

Dr. Billings has disclosed that he has received consulting fees from Allos Therapeutics.

Author and Disclosure Information

Ai-Ping Chua, MB, BS
Respiratory Institute, Cleveland Clinic

Steven D. Billings, MD
Co-head, Section of Dermatopathology, Department of Anatomic Pathology, Cleveland Clinic

Marie M. Budev, DO, MPH
Department of Pulmonary, Allergy, and Critical Care Medicine and the Transplantation Center, Respiratory Institute, Cleveland Clinic

Atul C. Mehta, MB, BS
Department of Pulmonary, Allergy, and Critical Care Medicine, Respiratory Institute, Cleveland Clinic; Chief of Staff, Sheikh Khalifa Medical City, Abu Dhabi, United Arab Emirates

Address: Ai-Ping Chua, MD, Respiratory Institute, A90, Cleveland Clinic, 9500 Euclid Avenue, Cleveland, OH 44195; e-mail [email protected]

Dr. Billings has disclosed that he has received consulting fees from Allos Therapeutics.

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Figure 1. Purpuric nodules with surrounding erythema.
A 66-year-old white man presents with a 1-month history of two nontender, nonpruritic skin lesions on his leg 3 weeks after undergoing bilateral lung transplantation for idiopathic pulmonary fibrosis (Figure 1). Except for transient lymphopenia, the postoperative course has been uneventful, with no episodes of rejection. Immunosuppressive drugs include tacrolimus (Prograf) and steroids. He has a history of insulin-dependent diabetes mellitus, and no history of significant trauma to his legs. Other than the skin lesions, he feels well and has no systemic symptoms. He has no history of iron overload or deferoxamine (Desferal) therapy.

Q: What is the probable diagnosis?

  • Kaposi sarcoma
  • Majocchi (trichophytic) granuloma
  • Staphylococcus aureus furunculosis
  • Primary cutaneous mucormycosis
  • Disseminated zoster

Figure 2. Irregular nonseptated, branching, fungal hyphae (arrow) throughout the dermis are surrounded by a histiocytic granulomatous infiltrate (hematoxylin-eosin, original mangification × 400).
A: This patient has primary cutaneous mucormycosis. Microscopic examination of the skin biopsy showed suppurative granulomatous inflammation with numerous nonseptated, branching fungal hyphae (Figure 2). A fungal culture grew Absidia species. No evidence of disseminated disease was found on computed tomography of the brain, paranasal sinuses, chest, abdomen, and pelvis. Histologic studies and cultures taken from both native and transplanted lungs were negative for fungi.

CAUSES AND RISK FACTORS

Mucormycosis is an invasive infection caused by fungi of a variety of genera (Rhizopus, Rhizomucor, Mucor, Absidia, Apophysomyces, Cunninghamella, Saksenaea, Conidiobolus, and Basidiobolus species) belonging to the class Zygomycetes in the order Mucorales. These ubiquitous environmental fungi have been found widely distributed in hospital sources, having been cultured from plaster casts,1 tongue depressors,2 cloth tapes for securing endotracheal tubes,3 peritoneal dialysis catheters,4 surgical wounds,5 contaminated dressings, needles, and intravenous catheters.6

These fungi rarely cause disease in healthy people, but patients with certain risk factors may develop disseminated disease, in which the death rate is high.6 Risk factors include diabetes mellitus, renal failure, trauma, burns, malnutrition, solid organ transplantation, hematologic malignancies, use of immunosuppressive drugs (eg, chemotherapeutic agents, corticosteroids, cyclosporine, methotrexate, infliximab [Remicade]7), and iron overload and iron-chelating therapy with deferoxamine. 8 Patients such as ours—an organ transplant recipient with concomitant diabetes mellitus—are highly susceptible to this infection.

DIAGNOSIS

The clinical presentation of mucormycosis can be rhino-orbitocerebral (most common),9 pulmonary, primary cutaneous, gastrointestinal, cardiac, or disseminated infection.6 Primary cutaneous mucormycosis occurs from fungal inoculation of the dermis. Small areas of trauma may be all that is needed for this inoculation to occur.

The initial lesion may be an erythematous patch, plaque, or nodule that may subsequently ulcerate and become gangrenous or necrotic.10

The differential diagnosis of new cutaneous nodules in an immunocompromised patient includes a wide variety of infections, such as ecthyma gangrenosum caused by Pseudomonas or Candida species, herpes simplex virus infection, cryptococcal infection, phaeohyphomycosis, and cutaneous aspergillosis.

Because the morphology of cutaneous mucormycosis is not distinctive, and because we need to cast our net wide for the numerous, potentially lethal diagnostic possibilities in an immunosuppressed patient, it is crucial that we have a low threshold for prompt biopsy to establish the diagnosis and initiate definitive treatment. While skin biopsy for microscopy can suggest certain fungi, the exact diagnosis is confirmed by a fungal culture of a biopsy specimen.

TREATMENT

Localized soft tissue infection is more amenable to therapy and therefore carries a better prognosis than visceral or disseminated disease.

The best treatment outcomes of primary cutaneous mucormycosis are achieved with both complete excision and debridement of necrotic tissue and systemic antifungal therapy. Amphotericin B in conventional form (Fungizone) and liposomal form (AmBisome) and posaconazole (Noxafil)11–12 are effective.

Paradoxically, in contrast to deferoxamine, other iron chelators such as deferiprone (Ferriprox, not available in the United States) and deferasirox (Exjade), which do not supply iron to the fungus, had been shown to be effective against Zygomycetes in in vitro and animal models. The role of iron chelators as adjunctive therapy for mucormycosis needs further investigation.8

Primary cutaneous mucormycosis may become a disseminated infection. Therefore, one should have a high index of suspicion. When a transplant recipient develops a cutaneous plaque or nodule, biopsy should be performed promptly. Failure to do so can increase the risk of morbidity and death.

Figure 1. Purpuric nodules with surrounding erythema.
A 66-year-old white man presents with a 1-month history of two nontender, nonpruritic skin lesions on his leg 3 weeks after undergoing bilateral lung transplantation for idiopathic pulmonary fibrosis (Figure 1). Except for transient lymphopenia, the postoperative course has been uneventful, with no episodes of rejection. Immunosuppressive drugs include tacrolimus (Prograf) and steroids. He has a history of insulin-dependent diabetes mellitus, and no history of significant trauma to his legs. Other than the skin lesions, he feels well and has no systemic symptoms. He has no history of iron overload or deferoxamine (Desferal) therapy.

Q: What is the probable diagnosis?

  • Kaposi sarcoma
  • Majocchi (trichophytic) granuloma
  • Staphylococcus aureus furunculosis
  • Primary cutaneous mucormycosis
  • Disseminated zoster

Figure 2. Irregular nonseptated, branching, fungal hyphae (arrow) throughout the dermis are surrounded by a histiocytic granulomatous infiltrate (hematoxylin-eosin, original mangification × 400).
A: This patient has primary cutaneous mucormycosis. Microscopic examination of the skin biopsy showed suppurative granulomatous inflammation with numerous nonseptated, branching fungal hyphae (Figure 2). A fungal culture grew Absidia species. No evidence of disseminated disease was found on computed tomography of the brain, paranasal sinuses, chest, abdomen, and pelvis. Histologic studies and cultures taken from both native and transplanted lungs were negative for fungi.

CAUSES AND RISK FACTORS

Mucormycosis is an invasive infection caused by fungi of a variety of genera (Rhizopus, Rhizomucor, Mucor, Absidia, Apophysomyces, Cunninghamella, Saksenaea, Conidiobolus, and Basidiobolus species) belonging to the class Zygomycetes in the order Mucorales. These ubiquitous environmental fungi have been found widely distributed in hospital sources, having been cultured from plaster casts,1 tongue depressors,2 cloth tapes for securing endotracheal tubes,3 peritoneal dialysis catheters,4 surgical wounds,5 contaminated dressings, needles, and intravenous catheters.6

These fungi rarely cause disease in healthy people, but patients with certain risk factors may develop disseminated disease, in which the death rate is high.6 Risk factors include diabetes mellitus, renal failure, trauma, burns, malnutrition, solid organ transplantation, hematologic malignancies, use of immunosuppressive drugs (eg, chemotherapeutic agents, corticosteroids, cyclosporine, methotrexate, infliximab [Remicade]7), and iron overload and iron-chelating therapy with deferoxamine. 8 Patients such as ours—an organ transplant recipient with concomitant diabetes mellitus—are highly susceptible to this infection.

DIAGNOSIS

The clinical presentation of mucormycosis can be rhino-orbitocerebral (most common),9 pulmonary, primary cutaneous, gastrointestinal, cardiac, or disseminated infection.6 Primary cutaneous mucormycosis occurs from fungal inoculation of the dermis. Small areas of trauma may be all that is needed for this inoculation to occur.

The initial lesion may be an erythematous patch, plaque, or nodule that may subsequently ulcerate and become gangrenous or necrotic.10

The differential diagnosis of new cutaneous nodules in an immunocompromised patient includes a wide variety of infections, such as ecthyma gangrenosum caused by Pseudomonas or Candida species, herpes simplex virus infection, cryptococcal infection, phaeohyphomycosis, and cutaneous aspergillosis.

Because the morphology of cutaneous mucormycosis is not distinctive, and because we need to cast our net wide for the numerous, potentially lethal diagnostic possibilities in an immunosuppressed patient, it is crucial that we have a low threshold for prompt biopsy to establish the diagnosis and initiate definitive treatment. While skin biopsy for microscopy can suggest certain fungi, the exact diagnosis is confirmed by a fungal culture of a biopsy specimen.

TREATMENT

Localized soft tissue infection is more amenable to therapy and therefore carries a better prognosis than visceral or disseminated disease.

The best treatment outcomes of primary cutaneous mucormycosis are achieved with both complete excision and debridement of necrotic tissue and systemic antifungal therapy. Amphotericin B in conventional form (Fungizone) and liposomal form (AmBisome) and posaconazole (Noxafil)11–12 are effective.

Paradoxically, in contrast to deferoxamine, other iron chelators such as deferiprone (Ferriprox, not available in the United States) and deferasirox (Exjade), which do not supply iron to the fungus, had been shown to be effective against Zygomycetes in in vitro and animal models. The role of iron chelators as adjunctive therapy for mucormycosis needs further investigation.8

Primary cutaneous mucormycosis may become a disseminated infection. Therefore, one should have a high index of suspicion. When a transplant recipient develops a cutaneous plaque or nodule, biopsy should be performed promptly. Failure to do so can increase the risk of morbidity and death.

References
  1. Johnson AS, Ranson M, Scarffe JH, Morgenstern GR, Shaw AJ, Oppenheim BA. Cutaneous infection with Rhizopus oryzae and Aspergillus niger following bone marrow transplantation. J Hosp Infect 1993; 25:293296.
  2. Paydas S, Yavuz S, Disel U, et al. Mucormycosis of the tongue in a patient with acute lymphoblastic leukemia: a possible relation with use of a tongue depressor. Am J Med 2003; 114:618620.
  3. Dickinson M, Kalayanamit T, Yang CA, Pomper GJ, Franco-Webb C, Rodman D. Cutaneous zygomycosis (mucormycosis) complicating endotracheal intubation: diagnosis and successful treatment. Chest 1998; 114:340342.
  4. Nayak S, Satish R, Gokulnath , Savio J, Rajalakshmi T. Peritoneal mucormycosis in a patient on CAPD. Perit Dial Int 2007; 27:216217.
  5. Chew HH, Abuzeid A, Singh D, Tai CC. Surgical wound mucormycosis necessitating hand amputation: a case report. J Orthop Surg (Hong Kong) 2008; 16:267269.
  6. Benbow EW, Stoddart RW. Systemic zygomycosis. Postgrad Med J 1986; 62:985996.
  7. Gadadhar H, Hawkins S, Huffstutter JE, Panda M. Cutaneous mucormycosis complicating methotrexate, prednisone, and infliximab therapy. J Clin Rheumatol 2007; 13:361362.
  8. Ibrahim AS, Spellberg B, Edwards J. Iron acquisition: a novel perspective on mucormycosis pathogenesis and treatment. Curr Opin Infect Dis 2008; 21:620625.
  9. Chakrabarti A, Das A, Sharma A, et al. Ten years’ experience in zygomycosis at a tertiary care centre in India. J Infect 2001; 42:261266.
  10. Nouri-Majalan N, Moghimi M. Skin mucormycosis presenting as an erythema-nodosum-like rash in a renal transplant recipient: a case report. J Med Case Reports 2008, 2:112.
  11. Sun QN, Fothergill AW, McCarthy DI, Rinaldi MG, Graybill JR. In vitro activities of posaconazole, itraconazole, voriconazole, amphotericin B, and fluconazole against 37 clinical isolates of zygomycetes. Antimicrob Agents Chemother 2002; 46:15811582.
  12. Spellberg B, Edwards J, Ibrahim A. Novel perspectives on mucormycosis: pathophysiology, presentation and management. Clin Microbial Rev 2005; 18:556569.
References
  1. Johnson AS, Ranson M, Scarffe JH, Morgenstern GR, Shaw AJ, Oppenheim BA. Cutaneous infection with Rhizopus oryzae and Aspergillus niger following bone marrow transplantation. J Hosp Infect 1993; 25:293296.
  2. Paydas S, Yavuz S, Disel U, et al. Mucormycosis of the tongue in a patient with acute lymphoblastic leukemia: a possible relation with use of a tongue depressor. Am J Med 2003; 114:618620.
  3. Dickinson M, Kalayanamit T, Yang CA, Pomper GJ, Franco-Webb C, Rodman D. Cutaneous zygomycosis (mucormycosis) complicating endotracheal intubation: diagnosis and successful treatment. Chest 1998; 114:340342.
  4. Nayak S, Satish R, Gokulnath , Savio J, Rajalakshmi T. Peritoneal mucormycosis in a patient on CAPD. Perit Dial Int 2007; 27:216217.
  5. Chew HH, Abuzeid A, Singh D, Tai CC. Surgical wound mucormycosis necessitating hand amputation: a case report. J Orthop Surg (Hong Kong) 2008; 16:267269.
  6. Benbow EW, Stoddart RW. Systemic zygomycosis. Postgrad Med J 1986; 62:985996.
  7. Gadadhar H, Hawkins S, Huffstutter JE, Panda M. Cutaneous mucormycosis complicating methotrexate, prednisone, and infliximab therapy. J Clin Rheumatol 2007; 13:361362.
  8. Ibrahim AS, Spellberg B, Edwards J. Iron acquisition: a novel perspective on mucormycosis pathogenesis and treatment. Curr Opin Infect Dis 2008; 21:620625.
  9. Chakrabarti A, Das A, Sharma A, et al. Ten years’ experience in zygomycosis at a tertiary care centre in India. J Infect 2001; 42:261266.
  10. Nouri-Majalan N, Moghimi M. Skin mucormycosis presenting as an erythema-nodosum-like rash in a renal transplant recipient: a case report. J Med Case Reports 2008, 2:112.
  11. Sun QN, Fothergill AW, McCarthy DI, Rinaldi MG, Graybill JR. In vitro activities of posaconazole, itraconazole, voriconazole, amphotericin B, and fluconazole against 37 clinical isolates of zygomycetes. Antimicrob Agents Chemother 2002; 46:15811582.
  12. Spellberg B, Edwards J, Ibrahim A. Novel perspectives on mucormycosis: pathophysiology, presentation and management. Clin Microbial Rev 2005; 18:556569.
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A middle-aged man with progressive fatigue

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A middle-aged man with progressive fatigue

A 61-year-old white man presents with progressive fatigue, which began several months ago and has accelerated in severity over the past week. He says he has had no shortness of breath, chest pain, or symptoms of heart failure, but he has noticed a decrease in exertional capacity and now has trouble completing his daily 5-mile walk.

He saw his primary physician, who obtained an electrocardiogram that showed a new left bundle branch block. Transthoracic echocardiography indicated that his left ventricular ejection fraction, which was 60% a year earlier, was now 35%.

He has hypertension, dyslipidemia, type 2 diabetes, and chronic kidney disease. Although he was previously morbidly obese, he has lost more than 100 pounds with diet and exercise over the past 10 years. He also used to smoke; in fact, he has a 30-pack-year history, but he quit in 1987. He has a family history of premature coronary artery disease.

Physical examination. His heart rate is 75 beats per minute, blood pressure 142/85 mm Hg, and blood oxygen saturation 96% while breathing room air. He weighs 169 pounds (76.6 kg) and he is 6 feet tall (182.9 cm), so his body mass index is 22.9 kg/m2.

He is awake and in no acute distress. His breath sounds are normal, without crackles or wheezes. His heart has a normal rate and regular rhythm; he has normal first and second heart sounds and no extra sounds or murmurs; the apical impulse is not displaced. His abdomen is soft and nontender, with no hepatosplenomegaly or hepatojugular reflex. His extremities are warm and well perfused, with normal peripheral pulses and no edema. He has no gross neurologic defects.

Figure 1. The patient’s electrocardiogram shows sinus rhythm, rate 80 beats per minute, left-axis deviation, QRS duration 148 ms, a QS complex in lead V1 (black arrow), and monophasic R waves in leads I and V6 (red arrows). There are concordant T waves in leads V4 and V5 (blue arrows).
Initial laboratory analysis (Table 1) shows evidence of anemia and renal insufficiency and a slightly elevated serum level of glucose. His cardiac biomarkers are within normal limits, but his B-type natriuretic peptide level is 483 pg/mL (reference range < 100 pg/mL). His thyroid-stimulating hormone level is in the normal range.

Electrocardiography reveals sinus rhythm with a left bundle branch block and left axis deviation (Figure 1), which were not present 1 year ago.

Chest roentgenography is normal.

A WORRISOME PICTURE

1. Which of the following is associated with left bundle branch block?

  • Myocardial injury
  • Hypertension
  • Aortic stenosis
  • Intrinsic conduction system disease
  • All of the above

All of the above are true. For left bundle branch block to be diagnosed, the rhythm must be supraventricular and the QRS duration must be 120 ms or more. There should be a QS or RS complex in V1 and a monophasic R wave in I and V6. Also, the T wave should be deflected opposite the terminal deflection of the QRS complex. This is known as appropriate T-wave discordance with bundle branch block. A concordant T wave is nonspecific but suggests ischemia or myocardial infarction.

Potential causes of a new left bundle branch block include hypertension, acute myocardial infarction, aortic stenosis, and conduction system disease. A new left bundle branch block with a concomitant decrease in ejection fraction, especially in a patient with cardiac risk factors, is very worrisome, raising the possibility of ischemic heart disease.

MORE CARDIAC TESTING

The patient undergoes more cardiac testing.

Transthoracic echocardiography is done again. The left ventricle is normal in size, but the ejection fraction is 35%. In addition, stage 1 diastolic dysfunction (abnormal relaxation) and evidence of mechanical dyssynchrony (disruption in the normal sequence of activation and contraction of segments of the left ventricular wall) are seen. The right ventricle is normal in size and function. There is trivial mitral regurgitation and mild tricuspid regurgitation with normal right-sided pressures.

A gated rubidium-82 dipyridamole stress test yields no evidence of a fixed or reversible perfusion defect.

Left heart catheterization reveals angiographically normal coronary arteries.

Magnetic resonance imaging (MRI) shows a moderately hypertrophied left ventricle with moderately to severely depressed systolic function (left ventricular ejection fraction 27%). The left ventricle appears dyssynchronous. Delayed-enhancement imaging reveals patchy delayed enhancement in the basal septum and the basal inferolateral walls. These findings suggest cardiac sarcoidosis, with a sensitivity of nearly 100% and a specificity of approximately 78%.1

SARCOIDOSIS IS A MULTISYSTEM DISEASE

Sarcoidosis is a multisystem disease characterized by noncaseating granulomas. Almost any organ can be affected, but it most commonly involves the respiratory and lymphatic systems.2 Although infectious, environmental, and genetic factors have been implicated, the cause remains unknown. The prevalence is approximately 20 per 100,000, being higher in black3 and Japanese 4 populations.

 

 

CARDIAC SARCOIDOSIS

2. What percentage of patients with sarcoidosis have cardiac involvement?

  • 10%–20%
  • 20%–30%
  • 50%
  • 80%

Cardiac involvement is seen in 20% to 30% of patients with sarcoidosis.5–7 However, most cases are subclinical, and symptomatic cardiac involvement is present in only about 5% of patients with systemic sarcoidosis.8 Isolated cardiac sarcoidosis has been described in case reports but is rare.9

The clinical manifestations of cardiac sarcoidosis depend on the location and extent of granulomatous inflammation. In a necropsy study of 113 patients with cardiac sarcoidosis, the left ventricular free wall was the most common location, followed by the interventricular septum.10

3. How does cardiac sarcoidosis most commonly present?

  • Conduction abnormalities
  • Ventricular tachycardia
  • Cardiomyopathy
  • Sudden death
  • None of the above

Common presentations of cardiac sarcoidosis include conduction system disease and arrhythmias (which can sometimes result in sudden death), and heart failure.

Conduction abnormalities due to granulomas (in the active phase of sarcoidosis) and fibrosis (in the fibrotic phase) in the atrioventricular node or bundle of His are the most common presentation of cardiac sarcoidosis.9 These lesions may result in relatively benign first-degree heart block or may be as potentially devastating as complete heart block.

In almost all patients with conduction abnormalities, the basal interventricular septum is involved.11 Patients who develop complete heart block from sarcoidosis tend to be younger than those with idiopathic heart block. Therefore, complete heart block in a young patient should raise the possibility of this diagnosis. 12

Ventricular tachycardia (sustained or nonsustained) and ventricular premature beats are the second most common presentation. Up to 22% of patients with sarcoidosis have electrocardiographic evidence of ventricular arrythmias. 13 The cause is believed to be myocardial scar tissue resulting from the sarcoid granulomas, leading to electrical reentry.14 Sudden death due to ventricular tachyarrhythmias or conduction blocks accounts for 25% to 65% of deaths from cardiac sarcoidosis.9,15,16

Heart failure may result from sarcoidosis when there is extensive granulomatous disease in the myocardium. Depending on the location of the granulomas, both systolic and diastolic dysfunction can occur. In severe cases, extensive granulomas can cause left ventricular aneurysms.

The diagnosis of cardiac sarcoidosis as the cause of heart failure can be difficult to establish, especially in patients without evidence of sarcoidosis elsewhere. Such patients are often given a diagnosis of idiopathic dilated cardiomyopathy. However, compared with patients with idiopathic dilated cardiomyopathy, those with cardiac sarcoidosis have a greater incidence of advanced atrioventricular block, abnormal wall thickness, focal wall motion abnormalities, and perfusion defects of the anteroseptal and apical regions.17

Progressive heart failure is the second most frequent cause of death (after sudden death) and accounts for 25% to 75% of sarcoid-related cardiac deaths.9,18,19

DIAGNOSING CARDIAC SARCOIDOSIS

4. How is cardiac sarcoidosis diagnosed?

  • Electrocardiography
  • Echocardiography
  • Computed tomography
  • Endomyocardial biopsy
  • There are no guidelines for diagnosis

Given the variable extent and location of granulomas in sarcoidosis, the diagnosis of cardiac sarcoidosis is often challenging.

To make the diagnosis of sarcoidosis in general, the American Thoracic Society2 says that the clinical picture should be compatible with this diagnosis, noncaseating granulomas should be histologically confirmed, and other diseases capable of producing a similar clinical or histologic picture should be excluded.

A newer diagnostic tool, the Sarcoidosis Three-Dimensional Assessment Instrument,20 incorporates two earlier tools.20,21 It assesses three axes: organ involvement, sarcoidosis severity, and sarcoidosis activity and categorizes the diagnosis of sarcoidosis as “definite,” “probable,” or “possible.”20

In Japan, where sarcoidosis is more common, the Ministry of Health and Welfare22 says that cardiac sarcoidosis can be diagnosed histologically if operative or endomyocardial biopsy specimens contain noncaseating granuloma. In addition, the diagnosis can be suspected in patients who have a histologic diagnosis of extracardiac sarcoidosis if the first item in the list below and one or more of the rest are present:

  • Complete right bundle branch block, left axis deviation, atrioventricular block, ventricular tachycardia, premature ventricular contractions (> grade 2 of the Lown classification), or Q or ST-T wave abnormalities
  • Abnormal wall motion, regional wall thinning, or dilation of the left ventricle on echocardiography
  • Perfusion defects on thallium 201 myocardial scintigraphy or abnormal accumulation of gallium citrate Ga 67 or technetium 99m on myocardial scintigraphy
  • Abnormal intracardiac pressure, low cardiac output, or abnormal wall motion or depressed left ventricular ejection fraction on cardiac catheterization
  • Nonspecific interstitial fibrosis or cellular infiltration on myocardial biopsy.

The current diagnostic guidelines from the American Thoracic Society2 and the Japanese Ministry of Health and Welfare22 and the Sarcoidosis Three-Dimensional Assessment Instrument,20 however, do not incorporate newer imaging studies as part of their criteria.

 

 

A DEFINITIVE DIAGNOSIS

5. Endomyocardial biopsy often provides the definitive diagnosis of cardiac sarcoidosis.

  • True
  • False

False. Endomyocardial biopsy often fails to reveal noncaseating granulomas, which have a patchy distribution.13 Table 2 summarizes the accuracy of tests for cardiac sarcoidosis.

Electrocardiography is abnormal in up to 50% of patients with sarcoidosis,23 reflecting the conduction disease or arrhythmias commonly seen in cardiac involvement.

Chest radiography classically shows hilar lymphadenopathy and interstitial disease, and may show cardiomegaly, pericardial effusion, or left ventricular aneurysm.

Echocardiography is nonspecific for sarcoid disease, but granulomatous involvement and scar tissue of cardiac tissue may appear hyperechogenic, particularly in the ventricular septum or left ventricular free wall.24

Angiography. Primary sarcoidosis rarely involves the coronary arteries,25 so angiography is most useful in excluding the diagnosis of atherosclerotic coronary artery disease.

Radionuclide imaging with thallium 201 in patients with suspected cardiac sarcoidosis may be useful to suggest myocardial involvement and to exclude cardiac dysfunction secondary to coronary artery disease. Segmental areas with defective thallium 201 uptake correspond to fibrogranulomatous tissue. In resting images, the pattern may be similar to that seen in coronary artery disease. However, during exercise, perfusion defects increase in patients who have ischemia but actually decrease in those with cardiac sarcoidosis.26

Nevertheless, some conclude that thallium scanning is too nonspecific for it to be used as a diagnostic or screening test.27,28 The combined use of thallium 201 and gallium 67 may better detect cardiac sarcoidosis, as gallium is taken up in areas of active inflammation.

Positron-emission tomography (PET) with fluorodeoxyglucose F 18 (FDG), with the patient fasting, appears to be useful in detecting the early inflammation of cardiac sarcoidosis29–34 and monitoring disease activity.30,31 FDG is a glucose analogue that is taken up by granulomatous tissue in the myocardium.34 The uptake in cardiac sarcoidosis is in a focal distribution.30,31,34 The abnormal FDG uptake resolves with steroid treatment.31,32

MRI has promise for diagnosing cardiac sarcoidosis. With gadolinium contrast, MRI has superior image resolution and can detect cardiac involvement early in its course.27,29,35–44

Inflammation of the myocardium due to sarcoid involvement appears as focal zones of increased signal intensity on both T2-weighted and early gadolinium T1-weighted images. Late myocardial enhancement after gadolinium infusion is the most typical finding of cardiac sarcoidosis on MRI, and likely represents fibrogranulomatous tissue.27 Delayed gadolinium enhancement is also seen in myocardial infarction but differs in its distribution.1,35,45 Cardiac sarcoidosis most commonly affects the basal and lateral segments. In one study, the finding of delayed enhancement had a sensitivity of 100% and a specificity of 78%,1,27 though it may not sufficiently differentiate active inflammation from scar.30

Like FDG-PET, MRI has also been shown to be useful for monitoring treatment.33,46 However, PET is more useful for follow-up in patients who receive a pacemaker or implantable cardioverter-defibrillator, in whom MRI is contraindicated. One case report29 described using both delayed-enhancement MRI and FDG-PET to diagnose cardiac sarcoidosis.

TREATMENT

6. How is cardiac sarcoidosis currently treated?

  • Implantable cardioverter-defibrillator
  • Corticosteroids
  • Heart transplantation
  • All of the above
  • None of the above

Corticosteroids

Corticosteroids are the mainstay of treatment of cardiac sarcoidosis, as they attenuate the characteristic inflammation and fibrosis of sarcoid granulomas. The goal is to prevent compromise of cardiac structure or function.47 Although most of the supporting data are anecdotal, steroids have been shown to improve ventricular contractility,48 arrhythmias,49 and conduction abnormalities.50 MRI and FDG-PET studies have shown cardiac lesions resolving after steroids were started.31,45,46

The optimal dosage remains unknown. Initial doses of 30 to 60 mg daily, gradually tapered over 6 to 12 months to maintenance doses of 5 to 10 mg daily, have been effective.45,51

Relapses are common and require vigilant monitoring.

Alternative agents such as cyclophosphamide (Cytoxan),52 methotrexate (Rheumatrex), 53 and cyclosporine (Sandimmune)54 can be given to patients whose disease does not respond to corticosteroids or who cannot tolerate their side effects.

Implantable cardioverter-defibrillator

Sudden death due to ventricular tachyarrhythmias or conduction block accounts for 30% to 65% of deaths in patients with cardiac sarcoidosis.10 The rates of recurrent ventricular tachycardia and sudden death are high, even with antiarrhythmic drug therapy.55

Although experience with implantable cardiac defibrillators is limited in patients with cardiac sarcoidosis,55–58 some have argued that they be strongly considered to prevent sudden cardiac death in this high-risk group.57,58

Heart transplantation

The largest body of data on transplantation comes from the United Network for Organ Sharing database. In the 65 patients with cardiac sarcoidosis who underwent cardiac transplantation in the 18 years from October 1987 to September 2005, the 1-year post-transplant survival rate was 88%, which was better than in patients with all other diagnoses (85%). The 5-year survival rate was 80%.59,60

Recurrence of sarcoidosis within the cardiac allograft and transmission of sarcoidosis from donor to recipient have both been documented after heart transplantation.61,62

 

 

CAUSES OF DEATH

7. What is the most common cause of death in patients with cardiac sarcoidosis?

  • Respiratory failure
  • Conduction disturbances
  • Progressive heart failure
  • Ventricular tachyarrhythmias
  • None of the above

The prognosis of symptomatic cardiac sarcoidosis is not well defined, owing to the variable extent and severity of the disease. The mortality rate in sarcoidosis without cardiac involvement is about 1% to 5% per year.63,64 Cardiac involvement portends a worse prognosis, with a 55% survival rate at 5 years and 44% at 10 years.17,65 Most patients in the reported series ultimately died of cardiac complications of sarcoidosis, including ventricular tachyarrhythmias, conduction disturbances, and progressive cardiomyopathy.10,17

Since corticosteroids, pacemakers, and implantable cardioverter-defibrillators have begun to be used, the cause of death has shifted from sudden death to progressive heart failure.66

CASE CONTINUED

Figure 2. Magnetic resonance imaging of the patient's heart. The long-axis phase-sensitive image shows delayed enchancement in the basal septum and basal inferolateral walls (arrows), strongly suggesting sarcoidosis. End-systolic and end-diastolic steady-state free precession images in the same plane show a moderately hypertrophied but contractile left ventricle, which argues against ischemia.
While hospitalized, our patient had two episodes of nonsustained ventricular tachycardia (7 and 12 beats) on telemetry. Cardiac MRI showed a lesion in the basal septum most likely involving the left bundle and an area of lateral basilar involvement near the mitral annulus (Figure 2). Ventricular dyssynchrony was clearly evident on both echocardiography and MRI, with depressed left ventricular function (ejection fraction 28% on MRI, 35% on echocardiography).

Electrophysiologic testing revealed inducible monomorphic sustained ventricular tachycardia. The patient subsequently had a biventricular cardioverter-defibrillator implanted. He was started on an angiotensin-converting enzyme inhibitor and a beta-blocker for his heart failure. Further imaging of his chest and abdomen revealed lesions in his thyroid and liver. As of this writing, he is undergoing further workup. Because of active infection with Clostridium difficile, steroid therapy was deferred.

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  37. Matsuki M, Matsuo M. MR findings of myocardial sarcoidosis. Clin Radiol 2000; 55:323325.
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  40. Vignaux O. Cardiac sarcoidosis: spectrum of MRI features. AJR Am J Roentgenol 2005; 184:249254.
  41. Smedema JP, Snoep G, Van Kroonenburgh MP, et al. Evaluation of the accuracy of gadolinium-enhanced cardiovascular magnetic resonance in the diagnosis of cardiac sarcoidosis. J Am Coll Cardiol 2005; 45:16831690.
  42. Doherty MJ, Kumar SK, Nicholson AA, McGivern DV. Cardiac sarcoidosis: the value of magnetic resonance imagine in diagnosis and assessment of response to treatment. Respir Med 1998; 92:697699.
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  44. Kanao S, Tadamura E, Yamamuro M, et al. Demonstration of cardiac involvement of sarcoidosis by contrast-enhanced multislice computed tomography and delayed-enhanced magnetic resonance imaging. J Comput Assist Tomogr 2005; 29:745748.
  45. Vignaux O, Dhote R, Duboc D, et al. Clinical significance of myocardial magnetic resonance abnormalities in patients with sarcoidosis: a 1-year follow-up study. Chest 2002; 122:18951901.
  46. Shimada T, Shimada K, Sakane T, et al. Diagnosis of cardiac sarcoidosis and evaluation of the effects of steroid therapy by gadolinium-DTPA-enhanced magnetic resonance imaging. Am J Med 2001; 110:520527.
  47. Yazaki Y, Isobe M, Hiroe M, et al. Prognostic determinants of longterm survival in Japanese patients with cardiac sarcoidosis treated with prednisone. Am J Cardiol 2001; 88:10061010.
  48. Ishikawa T, Kondoh H, Nakagawa S, Koiwaya Y, Tanaka K. Steroid therapy in cardiac sarcoidosis. Increased left ventricular contractility concomitant with electrocardiographic improvement after prednisolone. Chest 1984; 85:445447.
  49. Walsh MJ. Systemic sarcoidosis with refractory ventricular tachycardia and heart failure. Br Heart J 1978; 40:931933.
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  51. Johns CJ, Schonfeld SA, Scott PP, Zachary JB, MacGregor MI. Longitudinal study of chronic sarcoidosis with low-dose maintenance corticosteroid therapy. Outcome and implications. Ann N Y Acad Sci 1986; 465:702712.
  52. Demeter SL. Myocardial sarcoidosis unresponsive to steroids. Treatment with cyclophosphamide. Chest 1988; 94:202203.
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  54. York EL, Kovithavongs T, Man SF, Rebuck AS, Sproule BJ. Cyclosporine and chronic sarcoidosis. Chest 1990; 98:10261029.
  55. Winters SL, Cohen M, Greenberg S, et al. Sustained ventricular tachycardia associated with sarcoidosis: assessment of the underlying cardiac anatomy and the prospective utility of programmed ventricular stimulation, drug therapy and an implantable antitachycardia device. J Am Coll Cardiol 1991; 18:937943.
  56. Bajaj AK, Kopelman HA, Echt DS. Cardiac sarcoidosis with sudden death: treatment with automatic implantable cardioverter defibrillator. Am Heart J 1988; 116:557560.
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A 61-year-old white man presents with progressive fatigue, which began several months ago and has accelerated in severity over the past week. He says he has had no shortness of breath, chest pain, or symptoms of heart failure, but he has noticed a decrease in exertional capacity and now has trouble completing his daily 5-mile walk.

He saw his primary physician, who obtained an electrocardiogram that showed a new left bundle branch block. Transthoracic echocardiography indicated that his left ventricular ejection fraction, which was 60% a year earlier, was now 35%.

He has hypertension, dyslipidemia, type 2 diabetes, and chronic kidney disease. Although he was previously morbidly obese, he has lost more than 100 pounds with diet and exercise over the past 10 years. He also used to smoke; in fact, he has a 30-pack-year history, but he quit in 1987. He has a family history of premature coronary artery disease.

Physical examination. His heart rate is 75 beats per minute, blood pressure 142/85 mm Hg, and blood oxygen saturation 96% while breathing room air. He weighs 169 pounds (76.6 kg) and he is 6 feet tall (182.9 cm), so his body mass index is 22.9 kg/m2.

He is awake and in no acute distress. His breath sounds are normal, without crackles or wheezes. His heart has a normal rate and regular rhythm; he has normal first and second heart sounds and no extra sounds or murmurs; the apical impulse is not displaced. His abdomen is soft and nontender, with no hepatosplenomegaly or hepatojugular reflex. His extremities are warm and well perfused, with normal peripheral pulses and no edema. He has no gross neurologic defects.

Figure 1. The patient’s electrocardiogram shows sinus rhythm, rate 80 beats per minute, left-axis deviation, QRS duration 148 ms, a QS complex in lead V1 (black arrow), and monophasic R waves in leads I and V6 (red arrows). There are concordant T waves in leads V4 and V5 (blue arrows).
Initial laboratory analysis (Table 1) shows evidence of anemia and renal insufficiency and a slightly elevated serum level of glucose. His cardiac biomarkers are within normal limits, but his B-type natriuretic peptide level is 483 pg/mL (reference range < 100 pg/mL). His thyroid-stimulating hormone level is in the normal range.

Electrocardiography reveals sinus rhythm with a left bundle branch block and left axis deviation (Figure 1), which were not present 1 year ago.

Chest roentgenography is normal.

A WORRISOME PICTURE

1. Which of the following is associated with left bundle branch block?

  • Myocardial injury
  • Hypertension
  • Aortic stenosis
  • Intrinsic conduction system disease
  • All of the above

All of the above are true. For left bundle branch block to be diagnosed, the rhythm must be supraventricular and the QRS duration must be 120 ms or more. There should be a QS or RS complex in V1 and a monophasic R wave in I and V6. Also, the T wave should be deflected opposite the terminal deflection of the QRS complex. This is known as appropriate T-wave discordance with bundle branch block. A concordant T wave is nonspecific but suggests ischemia or myocardial infarction.

Potential causes of a new left bundle branch block include hypertension, acute myocardial infarction, aortic stenosis, and conduction system disease. A new left bundle branch block with a concomitant decrease in ejection fraction, especially in a patient with cardiac risk factors, is very worrisome, raising the possibility of ischemic heart disease.

MORE CARDIAC TESTING

The patient undergoes more cardiac testing.

Transthoracic echocardiography is done again. The left ventricle is normal in size, but the ejection fraction is 35%. In addition, stage 1 diastolic dysfunction (abnormal relaxation) and evidence of mechanical dyssynchrony (disruption in the normal sequence of activation and contraction of segments of the left ventricular wall) are seen. The right ventricle is normal in size and function. There is trivial mitral regurgitation and mild tricuspid regurgitation with normal right-sided pressures.

A gated rubidium-82 dipyridamole stress test yields no evidence of a fixed or reversible perfusion defect.

Left heart catheterization reveals angiographically normal coronary arteries.

Magnetic resonance imaging (MRI) shows a moderately hypertrophied left ventricle with moderately to severely depressed systolic function (left ventricular ejection fraction 27%). The left ventricle appears dyssynchronous. Delayed-enhancement imaging reveals patchy delayed enhancement in the basal septum and the basal inferolateral walls. These findings suggest cardiac sarcoidosis, with a sensitivity of nearly 100% and a specificity of approximately 78%.1

SARCOIDOSIS IS A MULTISYSTEM DISEASE

Sarcoidosis is a multisystem disease characterized by noncaseating granulomas. Almost any organ can be affected, but it most commonly involves the respiratory and lymphatic systems.2 Although infectious, environmental, and genetic factors have been implicated, the cause remains unknown. The prevalence is approximately 20 per 100,000, being higher in black3 and Japanese 4 populations.

 

 

CARDIAC SARCOIDOSIS

2. What percentage of patients with sarcoidosis have cardiac involvement?

  • 10%–20%
  • 20%–30%
  • 50%
  • 80%

Cardiac involvement is seen in 20% to 30% of patients with sarcoidosis.5–7 However, most cases are subclinical, and symptomatic cardiac involvement is present in only about 5% of patients with systemic sarcoidosis.8 Isolated cardiac sarcoidosis has been described in case reports but is rare.9

The clinical manifestations of cardiac sarcoidosis depend on the location and extent of granulomatous inflammation. In a necropsy study of 113 patients with cardiac sarcoidosis, the left ventricular free wall was the most common location, followed by the interventricular septum.10

3. How does cardiac sarcoidosis most commonly present?

  • Conduction abnormalities
  • Ventricular tachycardia
  • Cardiomyopathy
  • Sudden death
  • None of the above

Common presentations of cardiac sarcoidosis include conduction system disease and arrhythmias (which can sometimes result in sudden death), and heart failure.

Conduction abnormalities due to granulomas (in the active phase of sarcoidosis) and fibrosis (in the fibrotic phase) in the atrioventricular node or bundle of His are the most common presentation of cardiac sarcoidosis.9 These lesions may result in relatively benign first-degree heart block or may be as potentially devastating as complete heart block.

In almost all patients with conduction abnormalities, the basal interventricular septum is involved.11 Patients who develop complete heart block from sarcoidosis tend to be younger than those with idiopathic heart block. Therefore, complete heart block in a young patient should raise the possibility of this diagnosis. 12

Ventricular tachycardia (sustained or nonsustained) and ventricular premature beats are the second most common presentation. Up to 22% of patients with sarcoidosis have electrocardiographic evidence of ventricular arrythmias. 13 The cause is believed to be myocardial scar tissue resulting from the sarcoid granulomas, leading to electrical reentry.14 Sudden death due to ventricular tachyarrhythmias or conduction blocks accounts for 25% to 65% of deaths from cardiac sarcoidosis.9,15,16

Heart failure may result from sarcoidosis when there is extensive granulomatous disease in the myocardium. Depending on the location of the granulomas, both systolic and diastolic dysfunction can occur. In severe cases, extensive granulomas can cause left ventricular aneurysms.

The diagnosis of cardiac sarcoidosis as the cause of heart failure can be difficult to establish, especially in patients without evidence of sarcoidosis elsewhere. Such patients are often given a diagnosis of idiopathic dilated cardiomyopathy. However, compared with patients with idiopathic dilated cardiomyopathy, those with cardiac sarcoidosis have a greater incidence of advanced atrioventricular block, abnormal wall thickness, focal wall motion abnormalities, and perfusion defects of the anteroseptal and apical regions.17

Progressive heart failure is the second most frequent cause of death (after sudden death) and accounts for 25% to 75% of sarcoid-related cardiac deaths.9,18,19

DIAGNOSING CARDIAC SARCOIDOSIS

4. How is cardiac sarcoidosis diagnosed?

  • Electrocardiography
  • Echocardiography
  • Computed tomography
  • Endomyocardial biopsy
  • There are no guidelines for diagnosis

Given the variable extent and location of granulomas in sarcoidosis, the diagnosis of cardiac sarcoidosis is often challenging.

To make the diagnosis of sarcoidosis in general, the American Thoracic Society2 says that the clinical picture should be compatible with this diagnosis, noncaseating granulomas should be histologically confirmed, and other diseases capable of producing a similar clinical or histologic picture should be excluded.

A newer diagnostic tool, the Sarcoidosis Three-Dimensional Assessment Instrument,20 incorporates two earlier tools.20,21 It assesses three axes: organ involvement, sarcoidosis severity, and sarcoidosis activity and categorizes the diagnosis of sarcoidosis as “definite,” “probable,” or “possible.”20

In Japan, where sarcoidosis is more common, the Ministry of Health and Welfare22 says that cardiac sarcoidosis can be diagnosed histologically if operative or endomyocardial biopsy specimens contain noncaseating granuloma. In addition, the diagnosis can be suspected in patients who have a histologic diagnosis of extracardiac sarcoidosis if the first item in the list below and one or more of the rest are present:

  • Complete right bundle branch block, left axis deviation, atrioventricular block, ventricular tachycardia, premature ventricular contractions (> grade 2 of the Lown classification), or Q or ST-T wave abnormalities
  • Abnormal wall motion, regional wall thinning, or dilation of the left ventricle on echocardiography
  • Perfusion defects on thallium 201 myocardial scintigraphy or abnormal accumulation of gallium citrate Ga 67 or technetium 99m on myocardial scintigraphy
  • Abnormal intracardiac pressure, low cardiac output, or abnormal wall motion or depressed left ventricular ejection fraction on cardiac catheterization
  • Nonspecific interstitial fibrosis or cellular infiltration on myocardial biopsy.

The current diagnostic guidelines from the American Thoracic Society2 and the Japanese Ministry of Health and Welfare22 and the Sarcoidosis Three-Dimensional Assessment Instrument,20 however, do not incorporate newer imaging studies as part of their criteria.

 

 

A DEFINITIVE DIAGNOSIS

5. Endomyocardial biopsy often provides the definitive diagnosis of cardiac sarcoidosis.

  • True
  • False

False. Endomyocardial biopsy often fails to reveal noncaseating granulomas, which have a patchy distribution.13 Table 2 summarizes the accuracy of tests for cardiac sarcoidosis.

Electrocardiography is abnormal in up to 50% of patients with sarcoidosis,23 reflecting the conduction disease or arrhythmias commonly seen in cardiac involvement.

Chest radiography classically shows hilar lymphadenopathy and interstitial disease, and may show cardiomegaly, pericardial effusion, or left ventricular aneurysm.

Echocardiography is nonspecific for sarcoid disease, but granulomatous involvement and scar tissue of cardiac tissue may appear hyperechogenic, particularly in the ventricular septum or left ventricular free wall.24

Angiography. Primary sarcoidosis rarely involves the coronary arteries,25 so angiography is most useful in excluding the diagnosis of atherosclerotic coronary artery disease.

Radionuclide imaging with thallium 201 in patients with suspected cardiac sarcoidosis may be useful to suggest myocardial involvement and to exclude cardiac dysfunction secondary to coronary artery disease. Segmental areas with defective thallium 201 uptake correspond to fibrogranulomatous tissue. In resting images, the pattern may be similar to that seen in coronary artery disease. However, during exercise, perfusion defects increase in patients who have ischemia but actually decrease in those with cardiac sarcoidosis.26

Nevertheless, some conclude that thallium scanning is too nonspecific for it to be used as a diagnostic or screening test.27,28 The combined use of thallium 201 and gallium 67 may better detect cardiac sarcoidosis, as gallium is taken up in areas of active inflammation.

Positron-emission tomography (PET) with fluorodeoxyglucose F 18 (FDG), with the patient fasting, appears to be useful in detecting the early inflammation of cardiac sarcoidosis29–34 and monitoring disease activity.30,31 FDG is a glucose analogue that is taken up by granulomatous tissue in the myocardium.34 The uptake in cardiac sarcoidosis is in a focal distribution.30,31,34 The abnormal FDG uptake resolves with steroid treatment.31,32

MRI has promise for diagnosing cardiac sarcoidosis. With gadolinium contrast, MRI has superior image resolution and can detect cardiac involvement early in its course.27,29,35–44

Inflammation of the myocardium due to sarcoid involvement appears as focal zones of increased signal intensity on both T2-weighted and early gadolinium T1-weighted images. Late myocardial enhancement after gadolinium infusion is the most typical finding of cardiac sarcoidosis on MRI, and likely represents fibrogranulomatous tissue.27 Delayed gadolinium enhancement is also seen in myocardial infarction but differs in its distribution.1,35,45 Cardiac sarcoidosis most commonly affects the basal and lateral segments. In one study, the finding of delayed enhancement had a sensitivity of 100% and a specificity of 78%,1,27 though it may not sufficiently differentiate active inflammation from scar.30

Like FDG-PET, MRI has also been shown to be useful for monitoring treatment.33,46 However, PET is more useful for follow-up in patients who receive a pacemaker or implantable cardioverter-defibrillator, in whom MRI is contraindicated. One case report29 described using both delayed-enhancement MRI and FDG-PET to diagnose cardiac sarcoidosis.

TREATMENT

6. How is cardiac sarcoidosis currently treated?

  • Implantable cardioverter-defibrillator
  • Corticosteroids
  • Heart transplantation
  • All of the above
  • None of the above

Corticosteroids

Corticosteroids are the mainstay of treatment of cardiac sarcoidosis, as they attenuate the characteristic inflammation and fibrosis of sarcoid granulomas. The goal is to prevent compromise of cardiac structure or function.47 Although most of the supporting data are anecdotal, steroids have been shown to improve ventricular contractility,48 arrhythmias,49 and conduction abnormalities.50 MRI and FDG-PET studies have shown cardiac lesions resolving after steroids were started.31,45,46

The optimal dosage remains unknown. Initial doses of 30 to 60 mg daily, gradually tapered over 6 to 12 months to maintenance doses of 5 to 10 mg daily, have been effective.45,51

Relapses are common and require vigilant monitoring.

Alternative agents such as cyclophosphamide (Cytoxan),52 methotrexate (Rheumatrex), 53 and cyclosporine (Sandimmune)54 can be given to patients whose disease does not respond to corticosteroids or who cannot tolerate their side effects.

Implantable cardioverter-defibrillator

Sudden death due to ventricular tachyarrhythmias or conduction block accounts for 30% to 65% of deaths in patients with cardiac sarcoidosis.10 The rates of recurrent ventricular tachycardia and sudden death are high, even with antiarrhythmic drug therapy.55

Although experience with implantable cardiac defibrillators is limited in patients with cardiac sarcoidosis,55–58 some have argued that they be strongly considered to prevent sudden cardiac death in this high-risk group.57,58

Heart transplantation

The largest body of data on transplantation comes from the United Network for Organ Sharing database. In the 65 patients with cardiac sarcoidosis who underwent cardiac transplantation in the 18 years from October 1987 to September 2005, the 1-year post-transplant survival rate was 88%, which was better than in patients with all other diagnoses (85%). The 5-year survival rate was 80%.59,60

Recurrence of sarcoidosis within the cardiac allograft and transmission of sarcoidosis from donor to recipient have both been documented after heart transplantation.61,62

 

 

CAUSES OF DEATH

7. What is the most common cause of death in patients with cardiac sarcoidosis?

  • Respiratory failure
  • Conduction disturbances
  • Progressive heart failure
  • Ventricular tachyarrhythmias
  • None of the above

The prognosis of symptomatic cardiac sarcoidosis is not well defined, owing to the variable extent and severity of the disease. The mortality rate in sarcoidosis without cardiac involvement is about 1% to 5% per year.63,64 Cardiac involvement portends a worse prognosis, with a 55% survival rate at 5 years and 44% at 10 years.17,65 Most patients in the reported series ultimately died of cardiac complications of sarcoidosis, including ventricular tachyarrhythmias, conduction disturbances, and progressive cardiomyopathy.10,17

Since corticosteroids, pacemakers, and implantable cardioverter-defibrillators have begun to be used, the cause of death has shifted from sudden death to progressive heart failure.66

CASE CONTINUED

Figure 2. Magnetic resonance imaging of the patient's heart. The long-axis phase-sensitive image shows delayed enchancement in the basal septum and basal inferolateral walls (arrows), strongly suggesting sarcoidosis. End-systolic and end-diastolic steady-state free precession images in the same plane show a moderately hypertrophied but contractile left ventricle, which argues against ischemia.
While hospitalized, our patient had two episodes of nonsustained ventricular tachycardia (7 and 12 beats) on telemetry. Cardiac MRI showed a lesion in the basal septum most likely involving the left bundle and an area of lateral basilar involvement near the mitral annulus (Figure 2). Ventricular dyssynchrony was clearly evident on both echocardiography and MRI, with depressed left ventricular function (ejection fraction 28% on MRI, 35% on echocardiography).

Electrophysiologic testing revealed inducible monomorphic sustained ventricular tachycardia. The patient subsequently had a biventricular cardioverter-defibrillator implanted. He was started on an angiotensin-converting enzyme inhibitor and a beta-blocker for his heart failure. Further imaging of his chest and abdomen revealed lesions in his thyroid and liver. As of this writing, he is undergoing further workup. Because of active infection with Clostridium difficile, steroid therapy was deferred.

A 61-year-old white man presents with progressive fatigue, which began several months ago and has accelerated in severity over the past week. He says he has had no shortness of breath, chest pain, or symptoms of heart failure, but he has noticed a decrease in exertional capacity and now has trouble completing his daily 5-mile walk.

He saw his primary physician, who obtained an electrocardiogram that showed a new left bundle branch block. Transthoracic echocardiography indicated that his left ventricular ejection fraction, which was 60% a year earlier, was now 35%.

He has hypertension, dyslipidemia, type 2 diabetes, and chronic kidney disease. Although he was previously morbidly obese, he has lost more than 100 pounds with diet and exercise over the past 10 years. He also used to smoke; in fact, he has a 30-pack-year history, but he quit in 1987. He has a family history of premature coronary artery disease.

Physical examination. His heart rate is 75 beats per minute, blood pressure 142/85 mm Hg, and blood oxygen saturation 96% while breathing room air. He weighs 169 pounds (76.6 kg) and he is 6 feet tall (182.9 cm), so his body mass index is 22.9 kg/m2.

He is awake and in no acute distress. His breath sounds are normal, without crackles or wheezes. His heart has a normal rate and regular rhythm; he has normal first and second heart sounds and no extra sounds or murmurs; the apical impulse is not displaced. His abdomen is soft and nontender, with no hepatosplenomegaly or hepatojugular reflex. His extremities are warm and well perfused, with normal peripheral pulses and no edema. He has no gross neurologic defects.

Figure 1. The patient’s electrocardiogram shows sinus rhythm, rate 80 beats per minute, left-axis deviation, QRS duration 148 ms, a QS complex in lead V1 (black arrow), and monophasic R waves in leads I and V6 (red arrows). There are concordant T waves in leads V4 and V5 (blue arrows).
Initial laboratory analysis (Table 1) shows evidence of anemia and renal insufficiency and a slightly elevated serum level of glucose. His cardiac biomarkers are within normal limits, but his B-type natriuretic peptide level is 483 pg/mL (reference range < 100 pg/mL). His thyroid-stimulating hormone level is in the normal range.

Electrocardiography reveals sinus rhythm with a left bundle branch block and left axis deviation (Figure 1), which were not present 1 year ago.

Chest roentgenography is normal.

A WORRISOME PICTURE

1. Which of the following is associated with left bundle branch block?

  • Myocardial injury
  • Hypertension
  • Aortic stenosis
  • Intrinsic conduction system disease
  • All of the above

All of the above are true. For left bundle branch block to be diagnosed, the rhythm must be supraventricular and the QRS duration must be 120 ms or more. There should be a QS or RS complex in V1 and a monophasic R wave in I and V6. Also, the T wave should be deflected opposite the terminal deflection of the QRS complex. This is known as appropriate T-wave discordance with bundle branch block. A concordant T wave is nonspecific but suggests ischemia or myocardial infarction.

Potential causes of a new left bundle branch block include hypertension, acute myocardial infarction, aortic stenosis, and conduction system disease. A new left bundle branch block with a concomitant decrease in ejection fraction, especially in a patient with cardiac risk factors, is very worrisome, raising the possibility of ischemic heart disease.

MORE CARDIAC TESTING

The patient undergoes more cardiac testing.

Transthoracic echocardiography is done again. The left ventricle is normal in size, but the ejection fraction is 35%. In addition, stage 1 diastolic dysfunction (abnormal relaxation) and evidence of mechanical dyssynchrony (disruption in the normal sequence of activation and contraction of segments of the left ventricular wall) are seen. The right ventricle is normal in size and function. There is trivial mitral regurgitation and mild tricuspid regurgitation with normal right-sided pressures.

A gated rubidium-82 dipyridamole stress test yields no evidence of a fixed or reversible perfusion defect.

Left heart catheterization reveals angiographically normal coronary arteries.

Magnetic resonance imaging (MRI) shows a moderately hypertrophied left ventricle with moderately to severely depressed systolic function (left ventricular ejection fraction 27%). The left ventricle appears dyssynchronous. Delayed-enhancement imaging reveals patchy delayed enhancement in the basal septum and the basal inferolateral walls. These findings suggest cardiac sarcoidosis, with a sensitivity of nearly 100% and a specificity of approximately 78%.1

SARCOIDOSIS IS A MULTISYSTEM DISEASE

Sarcoidosis is a multisystem disease characterized by noncaseating granulomas. Almost any organ can be affected, but it most commonly involves the respiratory and lymphatic systems.2 Although infectious, environmental, and genetic factors have been implicated, the cause remains unknown. The prevalence is approximately 20 per 100,000, being higher in black3 and Japanese 4 populations.

 

 

CARDIAC SARCOIDOSIS

2. What percentage of patients with sarcoidosis have cardiac involvement?

  • 10%–20%
  • 20%–30%
  • 50%
  • 80%

Cardiac involvement is seen in 20% to 30% of patients with sarcoidosis.5–7 However, most cases are subclinical, and symptomatic cardiac involvement is present in only about 5% of patients with systemic sarcoidosis.8 Isolated cardiac sarcoidosis has been described in case reports but is rare.9

The clinical manifestations of cardiac sarcoidosis depend on the location and extent of granulomatous inflammation. In a necropsy study of 113 patients with cardiac sarcoidosis, the left ventricular free wall was the most common location, followed by the interventricular septum.10

3. How does cardiac sarcoidosis most commonly present?

  • Conduction abnormalities
  • Ventricular tachycardia
  • Cardiomyopathy
  • Sudden death
  • None of the above

Common presentations of cardiac sarcoidosis include conduction system disease and arrhythmias (which can sometimes result in sudden death), and heart failure.

Conduction abnormalities due to granulomas (in the active phase of sarcoidosis) and fibrosis (in the fibrotic phase) in the atrioventricular node or bundle of His are the most common presentation of cardiac sarcoidosis.9 These lesions may result in relatively benign first-degree heart block or may be as potentially devastating as complete heart block.

In almost all patients with conduction abnormalities, the basal interventricular septum is involved.11 Patients who develop complete heart block from sarcoidosis tend to be younger than those with idiopathic heart block. Therefore, complete heart block in a young patient should raise the possibility of this diagnosis. 12

Ventricular tachycardia (sustained or nonsustained) and ventricular premature beats are the second most common presentation. Up to 22% of patients with sarcoidosis have electrocardiographic evidence of ventricular arrythmias. 13 The cause is believed to be myocardial scar tissue resulting from the sarcoid granulomas, leading to electrical reentry.14 Sudden death due to ventricular tachyarrhythmias or conduction blocks accounts for 25% to 65% of deaths from cardiac sarcoidosis.9,15,16

Heart failure may result from sarcoidosis when there is extensive granulomatous disease in the myocardium. Depending on the location of the granulomas, both systolic and diastolic dysfunction can occur. In severe cases, extensive granulomas can cause left ventricular aneurysms.

The diagnosis of cardiac sarcoidosis as the cause of heart failure can be difficult to establish, especially in patients without evidence of sarcoidosis elsewhere. Such patients are often given a diagnosis of idiopathic dilated cardiomyopathy. However, compared with patients with idiopathic dilated cardiomyopathy, those with cardiac sarcoidosis have a greater incidence of advanced atrioventricular block, abnormal wall thickness, focal wall motion abnormalities, and perfusion defects of the anteroseptal and apical regions.17

Progressive heart failure is the second most frequent cause of death (after sudden death) and accounts for 25% to 75% of sarcoid-related cardiac deaths.9,18,19

DIAGNOSING CARDIAC SARCOIDOSIS

4. How is cardiac sarcoidosis diagnosed?

  • Electrocardiography
  • Echocardiography
  • Computed tomography
  • Endomyocardial biopsy
  • There are no guidelines for diagnosis

Given the variable extent and location of granulomas in sarcoidosis, the diagnosis of cardiac sarcoidosis is often challenging.

To make the diagnosis of sarcoidosis in general, the American Thoracic Society2 says that the clinical picture should be compatible with this diagnosis, noncaseating granulomas should be histologically confirmed, and other diseases capable of producing a similar clinical or histologic picture should be excluded.

A newer diagnostic tool, the Sarcoidosis Three-Dimensional Assessment Instrument,20 incorporates two earlier tools.20,21 It assesses three axes: organ involvement, sarcoidosis severity, and sarcoidosis activity and categorizes the diagnosis of sarcoidosis as “definite,” “probable,” or “possible.”20

In Japan, where sarcoidosis is more common, the Ministry of Health and Welfare22 says that cardiac sarcoidosis can be diagnosed histologically if operative or endomyocardial biopsy specimens contain noncaseating granuloma. In addition, the diagnosis can be suspected in patients who have a histologic diagnosis of extracardiac sarcoidosis if the first item in the list below and one or more of the rest are present:

  • Complete right bundle branch block, left axis deviation, atrioventricular block, ventricular tachycardia, premature ventricular contractions (> grade 2 of the Lown classification), or Q or ST-T wave abnormalities
  • Abnormal wall motion, regional wall thinning, or dilation of the left ventricle on echocardiography
  • Perfusion defects on thallium 201 myocardial scintigraphy or abnormal accumulation of gallium citrate Ga 67 or technetium 99m on myocardial scintigraphy
  • Abnormal intracardiac pressure, low cardiac output, or abnormal wall motion or depressed left ventricular ejection fraction on cardiac catheterization
  • Nonspecific interstitial fibrosis or cellular infiltration on myocardial biopsy.

The current diagnostic guidelines from the American Thoracic Society2 and the Japanese Ministry of Health and Welfare22 and the Sarcoidosis Three-Dimensional Assessment Instrument,20 however, do not incorporate newer imaging studies as part of their criteria.

 

 

A DEFINITIVE DIAGNOSIS

5. Endomyocardial biopsy often provides the definitive diagnosis of cardiac sarcoidosis.

  • True
  • False

False. Endomyocardial biopsy often fails to reveal noncaseating granulomas, which have a patchy distribution.13 Table 2 summarizes the accuracy of tests for cardiac sarcoidosis.

Electrocardiography is abnormal in up to 50% of patients with sarcoidosis,23 reflecting the conduction disease or arrhythmias commonly seen in cardiac involvement.

Chest radiography classically shows hilar lymphadenopathy and interstitial disease, and may show cardiomegaly, pericardial effusion, or left ventricular aneurysm.

Echocardiography is nonspecific for sarcoid disease, but granulomatous involvement and scar tissue of cardiac tissue may appear hyperechogenic, particularly in the ventricular septum or left ventricular free wall.24

Angiography. Primary sarcoidosis rarely involves the coronary arteries,25 so angiography is most useful in excluding the diagnosis of atherosclerotic coronary artery disease.

Radionuclide imaging with thallium 201 in patients with suspected cardiac sarcoidosis may be useful to suggest myocardial involvement and to exclude cardiac dysfunction secondary to coronary artery disease. Segmental areas with defective thallium 201 uptake correspond to fibrogranulomatous tissue. In resting images, the pattern may be similar to that seen in coronary artery disease. However, during exercise, perfusion defects increase in patients who have ischemia but actually decrease in those with cardiac sarcoidosis.26

Nevertheless, some conclude that thallium scanning is too nonspecific for it to be used as a diagnostic or screening test.27,28 The combined use of thallium 201 and gallium 67 may better detect cardiac sarcoidosis, as gallium is taken up in areas of active inflammation.

Positron-emission tomography (PET) with fluorodeoxyglucose F 18 (FDG), with the patient fasting, appears to be useful in detecting the early inflammation of cardiac sarcoidosis29–34 and monitoring disease activity.30,31 FDG is a glucose analogue that is taken up by granulomatous tissue in the myocardium.34 The uptake in cardiac sarcoidosis is in a focal distribution.30,31,34 The abnormal FDG uptake resolves with steroid treatment.31,32

MRI has promise for diagnosing cardiac sarcoidosis. With gadolinium contrast, MRI has superior image resolution and can detect cardiac involvement early in its course.27,29,35–44

Inflammation of the myocardium due to sarcoid involvement appears as focal zones of increased signal intensity on both T2-weighted and early gadolinium T1-weighted images. Late myocardial enhancement after gadolinium infusion is the most typical finding of cardiac sarcoidosis on MRI, and likely represents fibrogranulomatous tissue.27 Delayed gadolinium enhancement is also seen in myocardial infarction but differs in its distribution.1,35,45 Cardiac sarcoidosis most commonly affects the basal and lateral segments. In one study, the finding of delayed enhancement had a sensitivity of 100% and a specificity of 78%,1,27 though it may not sufficiently differentiate active inflammation from scar.30

Like FDG-PET, MRI has also been shown to be useful for monitoring treatment.33,46 However, PET is more useful for follow-up in patients who receive a pacemaker or implantable cardioverter-defibrillator, in whom MRI is contraindicated. One case report29 described using both delayed-enhancement MRI and FDG-PET to diagnose cardiac sarcoidosis.

TREATMENT

6. How is cardiac sarcoidosis currently treated?

  • Implantable cardioverter-defibrillator
  • Corticosteroids
  • Heart transplantation
  • All of the above
  • None of the above

Corticosteroids

Corticosteroids are the mainstay of treatment of cardiac sarcoidosis, as they attenuate the characteristic inflammation and fibrosis of sarcoid granulomas. The goal is to prevent compromise of cardiac structure or function.47 Although most of the supporting data are anecdotal, steroids have been shown to improve ventricular contractility,48 arrhythmias,49 and conduction abnormalities.50 MRI and FDG-PET studies have shown cardiac lesions resolving after steroids were started.31,45,46

The optimal dosage remains unknown. Initial doses of 30 to 60 mg daily, gradually tapered over 6 to 12 months to maintenance doses of 5 to 10 mg daily, have been effective.45,51

Relapses are common and require vigilant monitoring.

Alternative agents such as cyclophosphamide (Cytoxan),52 methotrexate (Rheumatrex), 53 and cyclosporine (Sandimmune)54 can be given to patients whose disease does not respond to corticosteroids or who cannot tolerate their side effects.

Implantable cardioverter-defibrillator

Sudden death due to ventricular tachyarrhythmias or conduction block accounts for 30% to 65% of deaths in patients with cardiac sarcoidosis.10 The rates of recurrent ventricular tachycardia and sudden death are high, even with antiarrhythmic drug therapy.55

Although experience with implantable cardiac defibrillators is limited in patients with cardiac sarcoidosis,55–58 some have argued that they be strongly considered to prevent sudden cardiac death in this high-risk group.57,58

Heart transplantation

The largest body of data on transplantation comes from the United Network for Organ Sharing database. In the 65 patients with cardiac sarcoidosis who underwent cardiac transplantation in the 18 years from October 1987 to September 2005, the 1-year post-transplant survival rate was 88%, which was better than in patients with all other diagnoses (85%). The 5-year survival rate was 80%.59,60

Recurrence of sarcoidosis within the cardiac allograft and transmission of sarcoidosis from donor to recipient have both been documented after heart transplantation.61,62

 

 

CAUSES OF DEATH

7. What is the most common cause of death in patients with cardiac sarcoidosis?

  • Respiratory failure
  • Conduction disturbances
  • Progressive heart failure
  • Ventricular tachyarrhythmias
  • None of the above

The prognosis of symptomatic cardiac sarcoidosis is not well defined, owing to the variable extent and severity of the disease. The mortality rate in sarcoidosis without cardiac involvement is about 1% to 5% per year.63,64 Cardiac involvement portends a worse prognosis, with a 55% survival rate at 5 years and 44% at 10 years.17,65 Most patients in the reported series ultimately died of cardiac complications of sarcoidosis, including ventricular tachyarrhythmias, conduction disturbances, and progressive cardiomyopathy.10,17

Since corticosteroids, pacemakers, and implantable cardioverter-defibrillators have begun to be used, the cause of death has shifted from sudden death to progressive heart failure.66

CASE CONTINUED

Figure 2. Magnetic resonance imaging of the patient's heart. The long-axis phase-sensitive image shows delayed enchancement in the basal septum and basal inferolateral walls (arrows), strongly suggesting sarcoidosis. End-systolic and end-diastolic steady-state free precession images in the same plane show a moderately hypertrophied but contractile left ventricle, which argues against ischemia.
While hospitalized, our patient had two episodes of nonsustained ventricular tachycardia (7 and 12 beats) on telemetry. Cardiac MRI showed a lesion in the basal septum most likely involving the left bundle and an area of lateral basilar involvement near the mitral annulus (Figure 2). Ventricular dyssynchrony was clearly evident on both echocardiography and MRI, with depressed left ventricular function (ejection fraction 28% on MRI, 35% on echocardiography).

Electrophysiologic testing revealed inducible monomorphic sustained ventricular tachycardia. The patient subsequently had a biventricular cardioverter-defibrillator implanted. He was started on an angiotensin-converting enzyme inhibitor and a beta-blocker for his heart failure. Further imaging of his chest and abdomen revealed lesions in his thyroid and liver. As of this writing, he is undergoing further workup. Because of active infection with Clostridium difficile, steroid therapy was deferred.

References
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  2. Statement on sarcoidosis. Joint statement of the American Thoracic Society (ATS), the European Respiratory Society (ERS) and the World Association of Sarcoidosis and Other Granulomatous Disorders (WASOG) adopted by the ATS Board of Directors and by the ERS Executive Committee, February 1999. Am J Respir Crit Care Med 1999; 160:736755.
  3. Rybicki BA, Major M, Popovich J, Maliarik MJ, Iannuzzi MC. Racial differences in sarcoidosis incidence: a 5-year study in a health maintenance organization. Am J Epidemiol 1997; 145:234241.
  4. Matsui Y, Iwai K, Tachibana T, et al. Clinicopathological study of fatal myocardial sarcoidosis. Ann NY Acad Sci 1976; 278:455469.
  5. Chapelon-Abric C, de Zuttere D, Duhaut P, et al. Cardiac sarcoidosis: a retrospective study of 41 cases. Medicine (Baltimore) 2004; 83:315334.
  6. Iwai K, Sekiguti M, Hosoda Y, et al. Racial difference in cardiac sarcoidosis incidence observed at autopsy. Sarcoidosis 1994; 11:2631.
  7. Thomsen TK, Eriksson T. Myocardial sarcoidosis in forensic medicine. Am J Forensic Med Pathol 1999; 20:5256.
  8. Silverman KJ, Hutchins GM, Buckley BH. Cardiac sarcoid: a clinicopathologic study of 84 unselected patients with systemic sarcoidosis. Circulation 1978; 58:12041211.
  9. Roberts WC, McAllister HA, Ferrans VJ. Sarcoidosis of the heart. A clinicopathologic study of 35 necropsy patients (group 1) and review of 78 previously described necropsy patients (group 11). Am J Med 1977; 63:86108.
  10. Bargout R, Kelly R. Sarcoid heart disease: clinical course and treatment. Int J Cardiol 2004; 97:173182.
  11. Abeler V. Sarcoidosis of the cardiac conducting system. Am Heart J 1979; 97:701707.
  12. Fleming HA, Bailey SM. Sarcoid heart disease. J R Coll Physicians Lond 1981; 15:245253.
  13. Sekiguchi M, Numao Y, Imai M, Furuie T, Mikami R. Clinical and histological profile of sarcoidosis of the heart and acute idiopathic myocarditis. Concepts through a study employing endomyocardial biopsy. I. Sarcoidosis. Jpn Circ J 1980; 44:249263.
  14. Furushima H, Chinushi M, Sugiura H, Kasai H, Washizuka T, Aizawa Y. Ventricular tachyarrhythmia associated with cardiac sarcoidosis: its mechanisms and outcome. Clin Cardiol 2004; 27:217222.
  15. Yazaki Y, Isobe M, Hiroe M, et al. Prognostic determinants of long-term survival in Japanese patients with cardiac sarcoidosis treated with prednisone. Am J Cardiol 2001; 88:10061010.
  16. Reuhl J, Schneider M, Sievert H, Lutz FU, Zieger G. Myocardial sarcoidosis as a rare cause of sudden cardiac death. Forensic Sci Int 1997; 89:145153.
  17. Yazaki Y, Isobe M, Hiramitsu S, et al. Comparison of clinical features and prognosis of cardiac sarcoidosis and idiopathic dilated cardiomyopathy. Am J Cardiol 1998; 82:537540.
  18. Fleming H. Cardiac sarcoidosis. In:James DG, editor. Sarcoidosis and Other Granulomatous Disorders. New York, NY: Dekker 1994; 73:323334.
  19. Padilla M. Cardiac sarcoidosis. In:Baughman R, editor. Lung Biology in Health and Disease (Sarcoidosis), vol 210. New York, NY: Taylor & Francis Group; 2006:515552.
  20. Judson MA. A proposed solution to the clinical assessment of sarcoidosis: the sarcoidosis three-dimensional assessment instrument (STAI). Med Hypotheses 2007; 68:10801087.
  21. Judson MA, Baughman RP, Teirstein AS, Terrin ML, Yeager H. Defining organ involvement in sarcoidosis: the ACCESS proposed instrument. ACCESS Research Group. A case control etiologic study of sarcoidosis. Sarcoidosis Vasc Diffuse Lung Dis 1999; 16:7586.
  22. Hiraga H, Yuwai K, Hiroe M, et al. Guideline for diagnosis of cardiac sarcoidosis. Study report of diffuse pulmonary diseases. Tokyo, Japan: The Japanese Ministry of Health and Welfare, 1993:2324 (in Japanese).
  23. Stein E, Jackler I, Stimmel B, Stein W, Siltzbach LE. Asymptomatic electrocardiographic alterations in sarcoidosis. Am Heart J 1973; 86:474477.
  24. Fahy GJ, Marwick T, McCreery CJ, Quigley PJ, Maurer BJ. Doppler echocardiographic detection of left ventricular diastolic dysfunction in patients with pulmonary sarcoidosis. Chest 1996; 109:6266.
  25. Butany J, Bahl NE, Morales K, et al. The intricacies of cardiac sarcoidosis: a case report involving the coronary arteries and a review of the literature. Cardiovasc Pathol 2006; 15:222227.
  26. Haywood LJ, Sharma OP, Siegel ME, et al. Detection of myocardial sarcoidosis by thallium-201 imaging. J Natl Med Assoc 1982; 74:959964.
  27. Tadamura E, Yamamuro M, Kubo S, et al. Effectiveness of delayed enhanced MRI for identification of cardiac sarcoidosis: comparison with radionuclide imaging. AJR Am J Roentgenol 2005; 185:110115.
  28. Kinney EL, Caldwell JW. Do thallium myocardial perfusion scan abnormalities predict survival in sarcoid patients without cardiac symptoms? Angiology 1990; 41:573576.
  29. Pandya C, Brunken RC, Tchou P, Schoenhagen P, Culver DA. Detecting cardiac involvement in sarcoidosis: a call for prospective studies of newer imaging techniques. Eur Respir J 2007; 29:418422.
  30. Ohira H, Tsujino I, Ishimaru S, et al. Myocardial imaging with 18F-fluoro-2-deoxyglucose positron emission tomography and magnetic resonance imaging in sarcoidosis. Eur J Nucl Med Mol Imaging 2008; 35:933941.
  31. Yamagishi H, Shirai N, Takagi M, et al. Identification of cardiac sarcoidosis with 13N-NH3/18F-FDG PET. J Nucl Med 2003; 44:10301036.
  32. Takeda N, Yokoyama I, Hiroi Y, et al. Positron emission tomography predicted recovery of complete A-V nodal dysfunction in a patient with cardiac sarcoidosis. Circulation 2002; 105:11441145.
  33. Ishimaru S, Tsujino I, Takei T, et al. Focal uptake on 18F-fluoro-2-deoxyglucose positron emission tomography images indicates cardiac involvement of sarcoidosis. Eur Heart J 2005; 26:15381543.
  34. Okumura W, Iwasaki T, Toyama T, et al. Usefulness of fasting 18F-FDG PET in identification of cardiac sarcoidosis. J Nucl Med 2004; 45:19891998.
  35. Schulz-Menger J, Wassmuth R, Abdel-Aty H, et al. Patterns of myocardial inflammation and scarring in sarcoidosis as assessed by cardiovascular magnetic resonance. Heart 2006; 92:399400.
  36. Kiuchi S, Teraoka K, Koizumi K, Takazawa K, Yamashina A. Usefulness of late gadolinium enhancement combined with MRI and 67-Ga scintigraphy in the diagnosis of cardiac sarcoidosis and disease activity evaluation. Int J Cardiovasc Imaging 2007; 23:237241.
  37. Matsuki M, Matsuo M. MR findings of myocardial sarcoidosis. Clin Radiol 2000; 55:323325.
  38. Inoue S, Shimada T, Murakami Y. Clinical significance of gadolinium-DTPA-enhanced MRI for detection of myocardial lesions in a patient with sarcoidosis. Clin Radiol 1999; 54:7072.
  39. Vignaux O, Dhote R, Dudoc D, et al. Detection of myocardial involvement in patients with sarcoidosis applying T2-weighted, contrastenhanced, and cine magnetic resonance imaging: initial results of a prospective study. J Comput Assist Tomogr 2002; 26:762767.
  40. Vignaux O. Cardiac sarcoidosis: spectrum of MRI features. AJR Am J Roentgenol 2005; 184:249254.
  41. Smedema JP, Snoep G, Van Kroonenburgh MP, et al. Evaluation of the accuracy of gadolinium-enhanced cardiovascular magnetic resonance in the diagnosis of cardiac sarcoidosis. J Am Coll Cardiol 2005; 45:16831690.
  42. Doherty MJ, Kumar SK, Nicholson AA, McGivern DV. Cardiac sarcoidosis: the value of magnetic resonance imagine in diagnosis and assessment of response to treatment. Respir Med 1998; 92:697699.
  43. Smedema JP, Truter R, de Klerk PA, Zaaiman L, White L, Doubell AF. Cardiac sarcoidosis evaluated with gadolinium-enhanced magnetic resonance and contrast-enhanced 64-slice computed tomography. Int J Cardiol 2006; 112:261263.
  44. Kanao S, Tadamura E, Yamamuro M, et al. Demonstration of cardiac involvement of sarcoidosis by contrast-enhanced multislice computed tomography and delayed-enhanced magnetic resonance imaging. J Comput Assist Tomogr 2005; 29:745748.
  45. Vignaux O, Dhote R, Duboc D, et al. Clinical significance of myocardial magnetic resonance abnormalities in patients with sarcoidosis: a 1-year follow-up study. Chest 2002; 122:18951901.
  46. Shimada T, Shimada K, Sakane T, et al. Diagnosis of cardiac sarcoidosis and evaluation of the effects of steroid therapy by gadolinium-DTPA-enhanced magnetic resonance imaging. Am J Med 2001; 110:520527.
  47. Yazaki Y, Isobe M, Hiroe M, et al. Prognostic determinants of longterm survival in Japanese patients with cardiac sarcoidosis treated with prednisone. Am J Cardiol 2001; 88:10061010.
  48. Ishikawa T, Kondoh H, Nakagawa S, Koiwaya Y, Tanaka K. Steroid therapy in cardiac sarcoidosis. Increased left ventricular contractility concomitant with electrocardiographic improvement after prednisolone. Chest 1984; 85:445447.
  49. Walsh MJ. Systemic sarcoidosis with refractory ventricular tachycardia and heart failure. Br Heart J 1978; 40:931933.
  50. Lash R, Coker J, Wong BY. Treatment of heart block due to sarcoid heart disease. J Electrocardiol 1979; 12:325329.
  51. Johns CJ, Schonfeld SA, Scott PP, Zachary JB, MacGregor MI. Longitudinal study of chronic sarcoidosis with low-dose maintenance corticosteroid therapy. Outcome and implications. Ann N Y Acad Sci 1986; 465:702712.
  52. Demeter SL. Myocardial sarcoidosis unresponsive to steroids. Treatment with cyclophosphamide. Chest 1988; 94:202203.
  53. Lower EE, Baughman RP. Prolonged use of methotrexate for sarcoidosis. Arch Intern Med 1995; 155:846851.
  54. York EL, Kovithavongs T, Man SF, Rebuck AS, Sproule BJ. Cyclosporine and chronic sarcoidosis. Chest 1990; 98:10261029.
  55. Winters SL, Cohen M, Greenberg S, et al. Sustained ventricular tachycardia associated with sarcoidosis: assessment of the underlying cardiac anatomy and the prospective utility of programmed ventricular stimulation, drug therapy and an implantable antitachycardia device. J Am Coll Cardiol 1991; 18:937943.
  56. Bajaj AK, Kopelman HA, Echt DS. Cardiac sarcoidosis with sudden death: treatment with automatic implantable cardioverter defibrillator. Am Heart J 1988; 116:557560.
  57. Paz HL, McCormick DJ, Kutalek SP, Patchefsky A. The automated implantable cardiac defibrillator. Prophylaxis in cardiac sarcoidosis. Chest 1994; 106:16031607.
  58. Becker D, Berger E, Chmielewski C. Cardiac sarcoidosis: a report of four cases with ventricular tachycardia. J Cardiovasc Electrophysiol 1990; 1:214219.
  59. Zaidi AR, Zaidi A, Vaitkus PT. Outcome of heart transplantation in patients with sarcoid cardiomyopathy. J Heart Lung Transplant 2007; 26:714717.
  60. Valantine HA, Tazelaar HD, Macoviak J, et al. Cardiac sarcoidosis: response to steroids and transplantation. J Heart Transplant 1987; 6:244250.
  61. Oni AA, Hershberger RE, Norman DJ, et al. Recurrence of sarcoidosis in a cardiac allograft: control with augmented corticosteroids. J Heart Lung Transplant 1992; 11:367369.
  62. Burke WM, Keogh A, Maloney PJ, Delprado W, Bryant DH, Spratt P. Transmission of sarcoidosis via cardiac transplantation. Lancet 1990; 336:1579.
  63. Johns CJ, Schonfeld SA, Scott PP, Zachary JB, MacGregor MI. Longitudinal study of chronic sarcoidosis with low-dose maintenance corticosteroid therapy. Outcome and complications. Ann N Y Acad Sci 1986; 465:702712.
  64. Gideon NM, Mannino DM. Sarcoidosis mortality in the United States 1979–1991: an analysis of multiple-cause mortality data. Am J Med 1996; 100:423427.
  65. Fleming HA, Bailey SM. The prognosis of sarcoid heart disease in the United Kingdom. Ann N Y Acad Sci 1986; 465:543550.
  66. Takada K, Ina Y, Yamamoto M, Satoh T, Morishita M. Prognosis after pacemaker implantation in cardiac sarcoidosis in Japan. Clinical evaluation of corticosteroid therapy. Sarcoidosis 1994; 11:113117.
References
  1. Smedema JP, Snoep G, van Kroonenburgh MP, et al. Evaluation of the accuracy of gadolinium-enhanced cardiovascular magnetic resonance in the diagnosis of cardiac sarcoidosis. J Am Coll Cardiol 2005; 45:16831690.
  2. Statement on sarcoidosis. Joint statement of the American Thoracic Society (ATS), the European Respiratory Society (ERS) and the World Association of Sarcoidosis and Other Granulomatous Disorders (WASOG) adopted by the ATS Board of Directors and by the ERS Executive Committee, February 1999. Am J Respir Crit Care Med 1999; 160:736755.
  3. Rybicki BA, Major M, Popovich J, Maliarik MJ, Iannuzzi MC. Racial differences in sarcoidosis incidence: a 5-year study in a health maintenance organization. Am J Epidemiol 1997; 145:234241.
  4. Matsui Y, Iwai K, Tachibana T, et al. Clinicopathological study of fatal myocardial sarcoidosis. Ann NY Acad Sci 1976; 278:455469.
  5. Chapelon-Abric C, de Zuttere D, Duhaut P, et al. Cardiac sarcoidosis: a retrospective study of 41 cases. Medicine (Baltimore) 2004; 83:315334.
  6. Iwai K, Sekiguti M, Hosoda Y, et al. Racial difference in cardiac sarcoidosis incidence observed at autopsy. Sarcoidosis 1994; 11:2631.
  7. Thomsen TK, Eriksson T. Myocardial sarcoidosis in forensic medicine. Am J Forensic Med Pathol 1999; 20:5256.
  8. Silverman KJ, Hutchins GM, Buckley BH. Cardiac sarcoid: a clinicopathologic study of 84 unselected patients with systemic sarcoidosis. Circulation 1978; 58:12041211.
  9. Roberts WC, McAllister HA, Ferrans VJ. Sarcoidosis of the heart. A clinicopathologic study of 35 necropsy patients (group 1) and review of 78 previously described necropsy patients (group 11). Am J Med 1977; 63:86108.
  10. Bargout R, Kelly R. Sarcoid heart disease: clinical course and treatment. Int J Cardiol 2004; 97:173182.
  11. Abeler V. Sarcoidosis of the cardiac conducting system. Am Heart J 1979; 97:701707.
  12. Fleming HA, Bailey SM. Sarcoid heart disease. J R Coll Physicians Lond 1981; 15:245253.
  13. Sekiguchi M, Numao Y, Imai M, Furuie T, Mikami R. Clinical and histological profile of sarcoidosis of the heart and acute idiopathic myocarditis. Concepts through a study employing endomyocardial biopsy. I. Sarcoidosis. Jpn Circ J 1980; 44:249263.
  14. Furushima H, Chinushi M, Sugiura H, Kasai H, Washizuka T, Aizawa Y. Ventricular tachyarrhythmia associated with cardiac sarcoidosis: its mechanisms and outcome. Clin Cardiol 2004; 27:217222.
  15. Yazaki Y, Isobe M, Hiroe M, et al. Prognostic determinants of long-term survival in Japanese patients with cardiac sarcoidosis treated with prednisone. Am J Cardiol 2001; 88:10061010.
  16. Reuhl J, Schneider M, Sievert H, Lutz FU, Zieger G. Myocardial sarcoidosis as a rare cause of sudden cardiac death. Forensic Sci Int 1997; 89:145153.
  17. Yazaki Y, Isobe M, Hiramitsu S, et al. Comparison of clinical features and prognosis of cardiac sarcoidosis and idiopathic dilated cardiomyopathy. Am J Cardiol 1998; 82:537540.
  18. Fleming H. Cardiac sarcoidosis. In:James DG, editor. Sarcoidosis and Other Granulomatous Disorders. New York, NY: Dekker 1994; 73:323334.
  19. Padilla M. Cardiac sarcoidosis. In:Baughman R, editor. Lung Biology in Health and Disease (Sarcoidosis), vol 210. New York, NY: Taylor & Francis Group; 2006:515552.
  20. Judson MA. A proposed solution to the clinical assessment of sarcoidosis: the sarcoidosis three-dimensional assessment instrument (STAI). Med Hypotheses 2007; 68:10801087.
  21. Judson MA, Baughman RP, Teirstein AS, Terrin ML, Yeager H. Defining organ involvement in sarcoidosis: the ACCESS proposed instrument. ACCESS Research Group. A case control etiologic study of sarcoidosis. Sarcoidosis Vasc Diffuse Lung Dis 1999; 16:7586.
  22. Hiraga H, Yuwai K, Hiroe M, et al. Guideline for diagnosis of cardiac sarcoidosis. Study report of diffuse pulmonary diseases. Tokyo, Japan: The Japanese Ministry of Health and Welfare, 1993:2324 (in Japanese).
  23. Stein E, Jackler I, Stimmel B, Stein W, Siltzbach LE. Asymptomatic electrocardiographic alterations in sarcoidosis. Am Heart J 1973; 86:474477.
  24. Fahy GJ, Marwick T, McCreery CJ, Quigley PJ, Maurer BJ. Doppler echocardiographic detection of left ventricular diastolic dysfunction in patients with pulmonary sarcoidosis. Chest 1996; 109:6266.
  25. Butany J, Bahl NE, Morales K, et al. The intricacies of cardiac sarcoidosis: a case report involving the coronary arteries and a review of the literature. Cardiovasc Pathol 2006; 15:222227.
  26. Haywood LJ, Sharma OP, Siegel ME, et al. Detection of myocardial sarcoidosis by thallium-201 imaging. J Natl Med Assoc 1982; 74:959964.
  27. Tadamura E, Yamamuro M, Kubo S, et al. Effectiveness of delayed enhanced MRI for identification of cardiac sarcoidosis: comparison with radionuclide imaging. AJR Am J Roentgenol 2005; 185:110115.
  28. Kinney EL, Caldwell JW. Do thallium myocardial perfusion scan abnormalities predict survival in sarcoid patients without cardiac symptoms? Angiology 1990; 41:573576.
  29. Pandya C, Brunken RC, Tchou P, Schoenhagen P, Culver DA. Detecting cardiac involvement in sarcoidosis: a call for prospective studies of newer imaging techniques. Eur Respir J 2007; 29:418422.
  30. Ohira H, Tsujino I, Ishimaru S, et al. Myocardial imaging with 18F-fluoro-2-deoxyglucose positron emission tomography and magnetic resonance imaging in sarcoidosis. Eur J Nucl Med Mol Imaging 2008; 35:933941.
  31. Yamagishi H, Shirai N, Takagi M, et al. Identification of cardiac sarcoidosis with 13N-NH3/18F-FDG PET. J Nucl Med 2003; 44:10301036.
  32. Takeda N, Yokoyama I, Hiroi Y, et al. Positron emission tomography predicted recovery of complete A-V nodal dysfunction in a patient with cardiac sarcoidosis. Circulation 2002; 105:11441145.
  33. Ishimaru S, Tsujino I, Takei T, et al. Focal uptake on 18F-fluoro-2-deoxyglucose positron emission tomography images indicates cardiac involvement of sarcoidosis. Eur Heart J 2005; 26:15381543.
  34. Okumura W, Iwasaki T, Toyama T, et al. Usefulness of fasting 18F-FDG PET in identification of cardiac sarcoidosis. J Nucl Med 2004; 45:19891998.
  35. Schulz-Menger J, Wassmuth R, Abdel-Aty H, et al. Patterns of myocardial inflammation and scarring in sarcoidosis as assessed by cardiovascular magnetic resonance. Heart 2006; 92:399400.
  36. Kiuchi S, Teraoka K, Koizumi K, Takazawa K, Yamashina A. Usefulness of late gadolinium enhancement combined with MRI and 67-Ga scintigraphy in the diagnosis of cardiac sarcoidosis and disease activity evaluation. Int J Cardiovasc Imaging 2007; 23:237241.
  37. Matsuki M, Matsuo M. MR findings of myocardial sarcoidosis. Clin Radiol 2000; 55:323325.
  38. Inoue S, Shimada T, Murakami Y. Clinical significance of gadolinium-DTPA-enhanced MRI for detection of myocardial lesions in a patient with sarcoidosis. Clin Radiol 1999; 54:7072.
  39. Vignaux O, Dhote R, Dudoc D, et al. Detection of myocardial involvement in patients with sarcoidosis applying T2-weighted, contrastenhanced, and cine magnetic resonance imaging: initial results of a prospective study. J Comput Assist Tomogr 2002; 26:762767.
  40. Vignaux O. Cardiac sarcoidosis: spectrum of MRI features. AJR Am J Roentgenol 2005; 184:249254.
  41. Smedema JP, Snoep G, Van Kroonenburgh MP, et al. Evaluation of the accuracy of gadolinium-enhanced cardiovascular magnetic resonance in the diagnosis of cardiac sarcoidosis. J Am Coll Cardiol 2005; 45:16831690.
  42. Doherty MJ, Kumar SK, Nicholson AA, McGivern DV. Cardiac sarcoidosis: the value of magnetic resonance imagine in diagnosis and assessment of response to treatment. Respir Med 1998; 92:697699.
  43. Smedema JP, Truter R, de Klerk PA, Zaaiman L, White L, Doubell AF. Cardiac sarcoidosis evaluated with gadolinium-enhanced magnetic resonance and contrast-enhanced 64-slice computed tomography. Int J Cardiol 2006; 112:261263.
  44. Kanao S, Tadamura E, Yamamuro M, et al. Demonstration of cardiac involvement of sarcoidosis by contrast-enhanced multislice computed tomography and delayed-enhanced magnetic resonance imaging. J Comput Assist Tomogr 2005; 29:745748.
  45. Vignaux O, Dhote R, Duboc D, et al. Clinical significance of myocardial magnetic resonance abnormalities in patients with sarcoidosis: a 1-year follow-up study. Chest 2002; 122:18951901.
  46. Shimada T, Shimada K, Sakane T, et al. Diagnosis of cardiac sarcoidosis and evaluation of the effects of steroid therapy by gadolinium-DTPA-enhanced magnetic resonance imaging. Am J Med 2001; 110:520527.
  47. Yazaki Y, Isobe M, Hiroe M, et al. Prognostic determinants of longterm survival in Japanese patients with cardiac sarcoidosis treated with prednisone. Am J Cardiol 2001; 88:10061010.
  48. Ishikawa T, Kondoh H, Nakagawa S, Koiwaya Y, Tanaka K. Steroid therapy in cardiac sarcoidosis. Increased left ventricular contractility concomitant with electrocardiographic improvement after prednisolone. Chest 1984; 85:445447.
  49. Walsh MJ. Systemic sarcoidosis with refractory ventricular tachycardia and heart failure. Br Heart J 1978; 40:931933.
  50. Lash R, Coker J, Wong BY. Treatment of heart block due to sarcoid heart disease. J Electrocardiol 1979; 12:325329.
  51. Johns CJ, Schonfeld SA, Scott PP, Zachary JB, MacGregor MI. Longitudinal study of chronic sarcoidosis with low-dose maintenance corticosteroid therapy. Outcome and implications. Ann N Y Acad Sci 1986; 465:702712.
  52. Demeter SL. Myocardial sarcoidosis unresponsive to steroids. Treatment with cyclophosphamide. Chest 1988; 94:202203.
  53. Lower EE, Baughman RP. Prolonged use of methotrexate for sarcoidosis. Arch Intern Med 1995; 155:846851.
  54. York EL, Kovithavongs T, Man SF, Rebuck AS, Sproule BJ. Cyclosporine and chronic sarcoidosis. Chest 1990; 98:10261029.
  55. Winters SL, Cohen M, Greenberg S, et al. Sustained ventricular tachycardia associated with sarcoidosis: assessment of the underlying cardiac anatomy and the prospective utility of programmed ventricular stimulation, drug therapy and an implantable antitachycardia device. J Am Coll Cardiol 1991; 18:937943.
  56. Bajaj AK, Kopelman HA, Echt DS. Cardiac sarcoidosis with sudden death: treatment with automatic implantable cardioverter defibrillator. Am Heart J 1988; 116:557560.
  57. Paz HL, McCormick DJ, Kutalek SP, Patchefsky A. The automated implantable cardiac defibrillator. Prophylaxis in cardiac sarcoidosis. Chest 1994; 106:16031607.
  58. Becker D, Berger E, Chmielewski C. Cardiac sarcoidosis: a report of four cases with ventricular tachycardia. J Cardiovasc Electrophysiol 1990; 1:214219.
  59. Zaidi AR, Zaidi A, Vaitkus PT. Outcome of heart transplantation in patients with sarcoid cardiomyopathy. J Heart Lung Transplant 2007; 26:714717.
  60. Valantine HA, Tazelaar HD, Macoviak J, et al. Cardiac sarcoidosis: response to steroids and transplantation. J Heart Transplant 1987; 6:244250.
  61. Oni AA, Hershberger RE, Norman DJ, et al. Recurrence of sarcoidosis in a cardiac allograft: control with augmented corticosteroids. J Heart Lung Transplant 1992; 11:367369.
  62. Burke WM, Keogh A, Maloney PJ, Delprado W, Bryant DH, Spratt P. Transmission of sarcoidosis via cardiac transplantation. Lancet 1990; 336:1579.
  63. Johns CJ, Schonfeld SA, Scott PP, Zachary JB, MacGregor MI. Longitudinal study of chronic sarcoidosis with low-dose maintenance corticosteroid therapy. Outcome and complications. Ann N Y Acad Sci 1986; 465:702712.
  64. Gideon NM, Mannino DM. Sarcoidosis mortality in the United States 1979–1991: an analysis of multiple-cause mortality data. Am J Med 1996; 100:423427.
  65. Fleming HA, Bailey SM. The prognosis of sarcoid heart disease in the United Kingdom. Ann N Y Acad Sci 1986; 465:543550.
  66. Takada K, Ina Y, Yamamoto M, Satoh T, Morishita M. Prognosis after pacemaker implantation in cardiac sarcoidosis in Japan. Clinical evaluation of corticosteroid therapy. Sarcoidosis 1994; 11:113117.
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Cleveland Clinic Journal of Medicine - 76(10)
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Cleveland Clinic Journal of Medicine - 76(10)
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