c12;khop
C12.Rheumatology: musculoskeletal and connective
tissue diseases
There are over 200 rheumatological disorders, producing about 25% of the average GP’s workload. Some disorders are primary joint problems, but muscles, tendons and ligaments may also be affected. Systemic diseases may present as a joint problem and trigger a rheumatological referral. Our progressively ageing population, with prolonged joint stresses and poor working practices may cause persistent problems, increasing the workload.
Many patients imagine that ‘rheumatism’ leads inexorably to chronic disability. This does not reflect current practice, but derives from times when life and work were much harder than now and good medical care was generally unavailable. Most patients are now treated effectively by their GP or paramedical staff and counselling can relieve inappropriate anxiety, but the drugs used can have serious side-effects.
Rheumatic fever is covered in Chapter 8.
Introduction
This chapter describes the principal rheumato-
logical conditions to aid an understanding of
their treatment and to assist recognition of those
non-joint signs, e.g. facial or other rashes,
conjunctivitis, bowel problems, etc., which may
indicate significant underlying disease and the
need for prompt referral. The term ‘rheumatism’
is used loosely by laypeople to describe any form
of pain or dysfunction associated with the joints
or muscles. This covers a wide range of condi-
tions (Table 12.1). None of the many attempts at
classification is wholly satisfactory, because the
aetiology of most of the diseases is obscure. Joint
disease (arthropathy) and joint inflammation
(arthritis) frequently accompany a variety of
diseases whose principal effects are elsewhere
than on the joints, e.g. diabetes mellitus, psori-
asis and UC, so careful diagnosis is essential.
Only the principal disease states in this group are
discussed below. Table 12.1 also gives the disease
abbreviations used most frequently throughout
this chapter.
In this chapter, the terms ‘rheumatoid’ and
‘arthritis’ are used only for inflammatory joint
conditions: ‘rheumatic’ and ‘rheumatism’ apply
non-specifically to all types of pain or abnor-
mality involving the joints, muscles, tendons and
associated structures, e.g. in SLE (p. 798) or
rheumatic fever (p. 564).
Specialization in this field is especially impor-
tant because of the large variety of diseases and
drug toxicities. NSAIDs are widely used and
cause the largest proportion of adverse reaction
reports of any drug group (see p. 775). Some of
the other drugs used may also cause severe side-
effects. Unless the condition is acute and severe,
most patients are self-medicating when they seek
advice, increasing the risk of drug interactions.
Anatomy and physiological principles of the musculoskeletal system
Two types of joint are affected by rheumatic
disease, synovial and fibrocartilaginous. The
former allows a wide range of free movement
and so includes all the hinge joints of the limbs.
The latter allows only limited movement and
include primarily those joints of the vertebral
column and the hip girdle, including the
sacroiliac joints and the pubic symphysis (the
anterior joint between the two pubic bones).
Disease of fibrocartilaginous joints is primarily degenerative and traumatic, whereas problems in synovial joints tend to be inflammatory.
Synovial joints
This is the type of joint found in the legs, arms,
hands and feet. From the generalized diagram
given in Figure 12.1 it can be seen that the ends
of the two opposing bones are covered with a
firmly attached layer of hyaline (articular)
cartilage. This is about 6 mm thick in young
adults but only 1-3 mm thick in the elderly. The
cartilage is radiolucent and avascular, giving the
appearance of a joint space on X-ray (Figure
12.2(a); see also Figure 12.6(a)), though the two
layers of cartilage are normally in close contact.
The bearing surfaces of the cartilage are
lubricated and supplied with nutrients by a
small volume (÷2 mL in a knee joint) of a
viscous, colourless synovial fluid containing
a hyaluronate-protein complex, albumin and
some white cells, electrolytes, etc. The whole is
surrounded and stabilized by a tough, fibrous
capsule that may be thickened in places and by
ligaments, which further strengthen the joint.
However, joint stability depends largely on the
strengths of the attached and surrounding
muscles, and one of the objects of physiotherapy
is to strengthen the muscles and so reinforce the
joints. Some joints have additional structures,
e.g. the tough, fibrous cartilage of the menisci in
the knee joint (Figure 12.2(a)) that helps to
absorb stresses and further improve stability, and
bursae (see below).
The synovial fluid is produced by the
surrounding synovial membrane that contains
the cells that secrete the fluid, and phagocytic
cells. This membrane is not flat and featureless:
it has numerous folds, which allow for wide-
ranging joint movement, and fat pads and
inner projections together fill much of the joint
cavity. These internal projections ensure good
distribution of the synovial fluid and provide
some cushioning against mechanical shock to the joint. The synovial fluid does not normally clot but, if there is inflammation, fibrinogen
enters the fluid, which is then able to clot like normal inflammatory exudates (see Chapter 2). The increased volume and pressure of fluid within the joint (due to inflammation) and any clotting, limit joint movement.
Joint pain derives primarily from the
stretching and inflammation of the fibrous struc-
tures (capsule and ligaments) and the periosteum,
the thin layer of tissue that covers all bones in the
body: sensation in the synovial tissues is poor.
Inflammation often results in joint deformity because there is a variable amount of inflamma-tory exudate, causing swelling, and the limb is held unconsciously in a position that provides the maximum joint volume, to accommodate the increased volume of synovial fluid and so reduce the pressure and pain. Chronic inflammation may lead to permanent joint damage.
Fibrocartilaginous joints
column is illustrated in Figure 12.3. The verte-
brae are covered with a thin layer of hyaline
cartilage, similarly to synovial joints, but there is
no capsule and associated synovium or synovial
fluid. However, there is a very small amount of
extracellular fluid that gives some lubrication.
The vertebrae are separated by intervertebral
discs, which consist of a strong fibrous capsule
filled with a proteoglycan gel that provides an
effective shock absorber.
Synovial sheaths and bursae
These occur where closely opposed structures
move relative to each other, and especially
where skin or tendons need to move freely over
bony surfaces. Bursae are enclosed clefts of
synovial membrane that are supported by dense
connective tissue, the synovium sometimes
being continuous with that of an adjacent joint.
The central potential space is normally filled
with a capillary film of synovial fluid that
permits free movement to occur between the
two layers of bursal synovium. Thus the prepatellar bursa lies between the skin and the
lower half of the patella (kneecap). It provides
The arrangement of the joints in the vertebral free, smooth movement when the knee is flexed and prevents damage to the skin and the tibial
head by the tendons. Similarly, the olecranon
bursa prevents friction between the skin and
the point of the elbow. Inflammation of these
bursae (bursitis) causes the accumulation of
synovial fluid, with swelling, tenderness, pain
and restriction of movement and the conditions
of ‘housemaid’s knee’, ‘students’ elbow’ or
‘miner’s elbow’.
Synovial sheaths occur around tendons that
pass under ligaments or through fibrous tunnels,
e.g. the carpal tunnel (see Figure 12.11) in the
wrist. The sheath consists of a closed, double-
walled synovial cylinder enclosing a capillary
film of interwall synovial fluid. The inner wall is
attached loosely to the tendon, and the outer
wall to the bones, ligaments or other adjacent
structures. This arrangement again permits free
movement of the tendon through surrounding
tissues, similarly to the bursae, and inflamma-
tion of the sheaths (tendonitis) causes similar
problems to bursitis.
‘Ganglia’ are synovial herniations (bulges) from a tendon sheath or joint and should not be confused with nerve ganglia.
Joint nutrition, maintenance and repair
The synovial membrane is supplied with blood and nutrients from the underlying vascular connective tissue. Nutrients for the chondro-
cytes, which are responsible for synthesizing all of the components of the joint cartilage, diffuse from the blood supply of the synovium through the synovial fluid. The latter also returns waste products from the avascular cartilage covering the bone back to the circulation.
There is normally a slow continuous turnover of joint cartilage, which contains largely a unique type of collagen (type II) plus highly
hydrophilic proteoglycans. The latter bind the structurally important type IX and XI collagens, which are present in only small amounts but are crucial for cartilage stability.
When collagen is compressed, the structural
water, held by hydrogen bonding, is released from
the proteoglycans and is regained when the force
is removed. This mechanism temporarily
increases the synovial fluid volume and makes it
less viscous, thus cushioning stresses and facili-
tating movement. In adults the chondrocytes do
not normally replicate, but repeated trauma reac-
tivates their division. The resultant increased
metabolism accelerates the dismantling and
regeneration of damaged cartilage, but the effect is
not a true replacement but a remodelling, which
may result in an imbalance between cartilage
degradation and synthesis, and so inappropriate
replacement.
In osteoarthritis (a degenerative joint disease;
p. 754), the composition and size of the proteo-
glycan molecules is altered, and the type II collagen fibrils are replaced with the more common, less suitable type I collagen that is
characteristic of skin and tendons. Changes also occur in the underlying bone.
The immune system and rheumatic diseases
Genetic aspects
There are clear associations between human
leucocyte locus A (HLA) genes and rheumatic
diseases, especially inflammatory ones. It will
be recalled that the HLA system consists of a
series of closely linked genetic loci located on
the short arm of chromosome 6, and forms
part of the major histocompatibility complex
(MHC; see Chapter 2). Certain of the HLA anti-
gens occur more frequently in patients with
some rheumatic diseases than in general popu-
lations of the same ethnic origin (Table 12.2).
For example, HLA-DR4 tends to be associated
with severe RA and the presence of a
nucleotide sequence in the allele coding for a
detectable pentapeptide in the HLA-DRb1-1
gene that, in association with the presence of
rheumatoid factor, indicates a 13 times
increased risk of development of bone erosions
(see below).
However, although associations between
rheumatic diseases and HLA antigens are valu-
able pointers to pathogenesis, few of these are of
diagnostic value and they do not currently
influence management. The genetic status of an
individual merely indicates an increased
likelihood of suffering a rheumatic disease: the
development of symptoms requires exposure to
a currently unknown environmental trigger.
Further, tissue typing is a complex and expensive
process and does not help in prognosis, except in
certain limited situations. The principal reason
for pursuing these genetic relationships is the
hope that better understanding of the funda-
mental mechanisms involved may lead to more
effective, less toxic treatments and to better diagnostic and prognostic tests. This has Ankylosing spondylitis
occurred already to some extent, leading to the
The association of ankylosing spondylitis (AS, p.
very successful introduction of anti-cytokine antibodies in treatment.
Osteoarthritis
A mutation in the COL2A1 gene causes the
production of a variant form of type II collagen
and is associated with the occurrence of prema-
ture osteoarthritis (OA). Further, the risk of
needing a hip replacement for OA in siblings of
a patient who has had the operation is three
times that in the general population. Aggrecan,
a protein-chondroitin-keratan sulphate macro-
molecule, is important in load dispersal in
joints, and genetically determined variants are
associated with hand OA in elderly men.
These and other similar considerations have led to the estimate that about two-thirds of OA has a genetic basis.
Rheumatoid arthritis
The concordance rate for monozygotic (iden-
tical) twins, i.e. the risk of one contracting RA if
the other has the disease, has been estimated as
12-30%. This is four to five times the risk in
dizygotic (non-identical) twins. The general risk
to other siblings is about eight times that in the
general population.
Overall, about 40% of RA is linked to the
possession of specific HLA antigens, especially DR4 and Dw4. This clearly points to RA being an autoimmune disease, or at least having an autoimmune component. The presence of HLA-
DR4 is associated with the severity of RA and, in decreasing order of disease severity, its preva-
lence is 90% in Felty’s syndrome (p. 767), 70% in patients referred to rheumatologists, and 40% in general practice patients with RA.
Other HLA-DR antigens are implicated in the
occurrence of RA in particular geographical and
ethnic groups, e.g. DR1 in most of Southern
Europe, DR10 in Spaniards, Indians and Jews,
and DR14 in some North American Indians.
Interestingly, the likelihood of the occurrence of some side-effects to gold or penicillamine (p. 772) is also genetically linked, e.g. nephrotic syndrome with HLA-DR3.
788) with HLA-B27 is the strongest for any
rheumatic disease and carries a 200 times
increased risk. HLA-B60 carries only a threefold
risk. Thus, the concordance rate for HLA-
B27-positive monozygotic twins, one of whom
has AS, is 75%. In a general group of dizygotic
twins this risk falls to only 12%. Taking all genes
into account, the chance of inheriting AS is about
90%, so inheritance far outweighs environmental
factors as a risk factor for the condition.
The association is confirmed if we compare the
prevalences of HLA-B27 and AS in different popu-
lation groups: in some native North Americans
these are 50% and 8%, respectively; in Northern
Europeans these levels fall to 8% and 0.3%; and in
indigenous Australians to ÷0.5% and zero.
Environmental factors and other genes are also important for the disease to occur. It seems likely that the HLA-B27 gene requires additional genes, plus an environmental determinant, to cause
rheumatic symptoms: no disease results if an
additional gene is absent, even in the presence of the environmental trigger.
Tissue typing may be useful in prognosis in certain limited situations. Young patients with inconclusive symptoms and signs who are HLA-
B27 positive need to be watched for the onset of significant disease, some of them being more
likely to develop AS than typical juvenile chronic arthritis. Also, young male patients with low back pain who are HLA-B27 negative and do not have IBD (see Chapter 3) or psoriasis (see Chapter 13) are unlikely to have AS.
Cytokines
Many of these small protein autacoids are involved in inflammation (see Chapter 2) and have been implicated in rheumatic diseases, though their precise roles are uncertain. They may be autocrines, acting on the cell that secretes
them, paracrines, acting on neighbouring cells, or they may have endocrine properties and act on remote tissues, e.g. erythropoietin.
Tumour necrosis factor alpha (TNF-a) is a
potent pro-inflammatory agent, released by macrophages, that induces interleukin-1 (IL-1)
production by T cells. IL-1 in turn promotes the
hepatic production of acute-phase proteins (see
Chapter 2), in association with IL-6, and is found
in the synovial fluid associated with several
types of arthritis. IL-1 has been implicated in
stimulating the release of lysosomal enzymes,
producing joint erosions in RA, and collagen
degradation in OA. Excessive production of IL-1
may be responsible for maintaining a chronic
inflammatory reaction in damaged joints.
The major treatment development for RA in
recent years is the introduction of anti-TNFa
monoclonal antibodies, i.e. adalimumab, etaner-
cept and infliximab (see below). These are used to
treat RA that has not responded adequately to
conventional disease-modifying agents. There is
also one anti-IL-1 agent (anakinra) that is
currently used primarily in clinical trials.
Interleukin-2 (IL-2) is crucial in promoting
antigen elimination, and a deficiency of it has
been demonstrated in RA and SLE (p. 798). This
deficiency may also contribute to the mainte-
nance of joint inflammation, owing to a failure
to clear antigens completely. Interferons (IFNs)
are produced by several types of cell, and IFN-
gamma may also be involved in joint pathology.
A deficiency of T helper cell production of
erythropoietic interleukins (IL-3 and IL-5) may be implicated in causing the anaemia often seen in RA (p. 751). Finally, trials of IL-1 inhibitors, IFN-gamma and IL-2 for treating a variety of
arthritides are in progress.
Examination, investigation and assessment
History and examination
Many diseases can give rise secondarily to
muscular or joint pain (Table 12.3), and patient
misconceptions may lead them to give
misleading descriptions of pain that they ascribe
to joint disease. It is therefore important to
regard the patient as a whole and to decide
whether there is actually an arthropathy or other related problem that falls within the speciality of rheumatology. The relevant details of the history and examination are given in Table 12.4.
Investigation
Although a wide range of investigations might be carried out, only those that are commonly
performed are dealt with briefly below. They are discussed in this section only in general terms, the specific indications being dealt with under the various disease headings.
Haematology
Acute-phase proteins
These are a family of about 30 proteins produced
by the liver in response to cytokines released
from macrophages and other cells at the site of
inflammation (see Chapter 2). Some of these can
be used as indicators of acute rheumatic disease
activity, e.g. CRP, SAA, (pp. 751, 807) serum
ferritin and fibrinogen. The fibrinogen is not
measured directly, its concentration being reflected in the ESR. The increased blood protein
causes an increase in blood and plasma viscosity,
but this effect is outweighed by red cell clumping.
Erythrocyte sedimentation rate (ESR) is a
non-specific indicator of inflammation any-
where in the body. However, because the test is
easily performed at the bedside, it is widely used
as a rapid and simple screening test. The sedi-
mentation rate increases owing to increased
levels of fibrinogen and Igs that increase RBC
clumping, thus increasing sedimentation, and so
apparently causing a mild anaemia. Very low ESR
values may be due to serious underlying disease,
e.g. multisystem disorders (pp. 798-807), certain
infections, or malignancy. Unfortunately,
changes in RBC size or morphology that occur in
some severe anaemias (see Chapter 11) can also
affect the ESR.
C-reactive protein (CRP) is another non-
specific indicator of inflammation, which is
normally present in low concentration in
plasma. The protein, so-called originally because
it reacts with Streptococcus pneumoniae type C
polysaccharide, is synthesized in the liver and its
concentration rises within 6 h of fever, inflam-
mation, tissue damage or necrosis. This is a
much more rapid response than the ESR, and
CRP is the marker of choice in the diagnosis of
inflammatory diseases. However, it is less useful
than ESR and plasma viscosity for monitoring
the progress of chronic inflammatory states.
Serum amyloid-A protein (SAA) is the
precursor of one type of amyloid, the fibrous
protein that is characteristic of amyloidosis (p.
807) and is present in some patients with RA.
SAA levels, similarly to CRP, are modestly raised
in SLE, but may be high in RA and Still’s disease,
and RA is the most common cause of secondary
amyloidosis.
Anaemia
Many chronic inflammatory diseases cause a
mild, normocytic anaemia, related to reduced
erythropoiesis (see Chapter 11). This may reflect
the level of inflammatory disease activity, as also
do ESR and CRP, and reduced levels of IL-3 and
IL-5. Hb levels lower than about 10 g/dL in males
and 9 g/dL in females may indicate other
possible causes (for example, iatrogenic gastro-
intestinal blood loss due to drugs used to treat
rheumatic disease, e.g. NSAIDs, which irritate
the GIT and also inhibit the production of
gastroprotective PGs).
Leucocytes
Leucocytosis (raised white cell count) may result
from infection, severe exacerbations of RA, or
treatment with corticosteroids. The condition
may also be an indication of serious systemic
inflammatory disease, notably polyarteritis
nodosa (PAN; p. 807). Neutropenia (see Chapter
11) may indicate the presence of SLE (p. 798), or
Felty’s syndrome (p. 767) in a patient with
RA, but may also reflect drug-induced myelo-
suppression (bone marrow depression), e.g.
due to sodium aurothiomalate, penicillamine and
immunosuppressive drugs.
Platelets
The platelet count may be raised (thrombocy-
tosis) in active inflammatory diseases or after an acute bleeding episode. The converse, thrombo-
cytopenia, may indicate Felty’s syndrome or
iatrogenic bone marrow toxicity. In both neutropenia and thrombocytopenia, immediate drug withdrawal is essential because fatal bone marrow depression may follow.
Biochemistry
Serum phosphatases. Raised serum alkaline
phosphatase (ALP) may be used to detect those
patients whose bone pain is due to metabolic
bone disease, e.g. Paget’s disease and osteo-
malacia. High levels of serum acid phosphatase
(ACP) in older men indicate the possibility of
backache being due to metastatic deposits from
prostatic carcinoma.
Creatine kinase (CK). This is a useful
screening test in patients who may have muscle
damage in polymyositis or dermatomyositis. It
is also a feature of heart muscle damage in MI
and sometimes in myositis caused by statins (see
Chapter 4).
Serology
Rheumatoid factors (RFs). These are autoanti-
bodies against the Fc fragment of IgG (see
Chapter 2). The tests routinely employed
primarily detect IgMs, though some RFs are IgGs.
Normally, the IgG molecule is folded and
protected, but reaction with antigens exposes
reaction sites so that flocculation can occur.
Patients whose serum contains significant levels
of RFs are described as ‘seropositive’, and the RF
titre roughly reflects disease activity. Some labo-
ratories use the differential agglutinating test,
which gives a titratable measure of RFs in the
serum, but the test has poor specificity. RFs are
present in the serum of only about 75% of RA
patients and are also found in those with SLE,
some chronic infections and in some of the
elderly-well.
A recent advance is based on the detection
of antibodies to cyclic citrullinated peptide
(CCP), which has been shown to perform better
than the test for RFs. Anti-CCP assays are about
85% sensitive for RA and can detect about a third
of patients who are RF-negative, but have RA.
Complement. Raised levels of complement
components (see Chapter 2) occur in many
of the significantly inflammatory rheumatic
diseases. Low levels of complement components,
especially C3 and C4, reflect disease activity in
SLE, because they indicate immune complex
formation: decreasing levels imply deterioration
in the patient’s condition.
Fluorescent antinuclear antibody test (ANA or ANF). This is used as a rapid preliminary, non-
specific screening test for diseases in which autoantibodies to cell nuclei occur, e.g. in SLE and mixed connective tissue disease.
DNA binding test. This radioimmunoassay
detects antibodies against native (normal),
double-stranded DNA. The level of DNA binding
indicates disease activity in SLE, though the test
is rather insensitive. It is usually used only in
patients who are strongly positive in the ANA
test.
Extractable antigens. A wide range of Imaging
autoantibodies against soluble nuclear and
and assessment 753
cytoplasmic antigens detected by counter-
immunoelectrophoresis are used to contribute to diagnosis in a variety of systemic connective
tissue disorders, e.g. SLE, Sjögren’s syndrome and systemic sclerosis.
Anti-streptolysin ‘O’ titre (ASO). Levels of
this antibody indicate recent streptococcal infec-
tion and may be used to confirm a diagnosis of
rheumatic fever.
Tissue typing. Detection of the presence of
the histocompatibility antigen HLA-B27 may occasionally help in the diagnosis or exclusion of seronegative arthropathies (p. 789).
Synovial fluid
This is normally present as a small volume of a clear, pale yellow, viscous fluid. It may be
examined for the following:
• Protein (high in inflammatory arthritis).
• Leucocytes (see Chapter 11; high in RA,
neutrophil counts are high in septic arthritis). • Microorganisms (septic arthritis).
• Crystals of urate (gout) and pyrophosphate
(pseudogout).
Urinalysis
This may give clues to the origin of symptoms,
e.g.:
• Glycosuria: frozen shoulder and tendon
contractures are associated with diabetes
(Chapter 9).
• Microscopic haematuria: Reiter’s syndrome
(p. 809), or metastatic bone pain caused by
urinary-tract carcinoma.
• Proteinuria: multiple myeloma as a cause of
back pain.
• Sterile pyuria: TB causing bone and joint pain.
Mycobacterium tuberculosis will not grow in the
medium used for the normal bacteriological examination of urine (see Chapter 8).
Radiology
X-rays are invaluable in revealing joint damage
(Figure 12.2(b); see also Figure 12.6(b)) and for
monitoring the progress of joint disease. Radiog-
raphy is also useful in distinguishing between
OA and RA, and as an aid in the diagnosis of AS
and pseudogout. Occasionally, it may be neces-
sary to use more specialized techniques, e.g. CT,
MRI, arthrography (with radio-opaque contrast
media injected into the joint) or arthroscopy (see
below), and radionuclide bone scanning, when
X-ray findings are negative or equivocal. CT
and MRI scans can provide greater information
on changes that are difficult to visualize using
normal techniques, e.g. intervertebral disc
prolapse (Figure 12.3 and p. 812).
Arthroscopy
An endoscope (a thinner version of that shown
in Chapter 3, Figure 3.5) can be inserted into
a joint to examine it, and this is a relatively
safe and simple procedure. Arthroscopy is
particularly valuable in the knee, where it
permits complete examination of the cartilage,
synovium and ligaments. Biopsies can be taken,
synovial fluid aspirated and loose fragments or
torn sections of cartilage can be removed with
minimal trauma.
In scintiscanning, technetium-99m-labelled disodium etidronate and similar agents are occasionally used to detect bone lesions.
Ultrasound scanning
This is rapidly becoming a first-line procedure
for detecting musculoskeletal problems and can
be used to guide injection into joints, etc. and
to measure bone density in the feet. High-
resolution ultrasonography is more sensitive
than radiography for detecting synovitis and
bone erosions. It can also visualize periarticular
structures.
Tissue biopsy
Biopsy is only occasionally helpful, as a confir-
matory test, in some diseases associated with
rheumatic symptoms, e.g. giant cell arteritis
(temporal arteritis, p. 805), SLE (kidney, p. 798), and some myopathies.
Functional capacity
The principal components of a detailed assess-
ment of functional capacity are listed in Table
12.5. However, a simpler approach is used for most clinical purposes:
• Grade 1: completely independent.
• Grade 2: needs aids and appliances, but is still
independent.
• Grade 3: needs help with daily tasks, e.g.
bathing, dressing, cooking.
• Grade 4: needs considerable and constant
help; confined to a wheelchair or to bed.
The Stanford Health Assessment Questionnaire
(Disability Index) is widely used in patients with
RA and the WOMAC index in those with OA (see References and further reading.
Principal arthritic diseases
Osteoarthritis
Description and epidemiology
Osteoarthritis
Osteoarthritis (OA, osteoarthrosis) is the most common cause of arthritis, the most common disease of synovial joints, and is a major cause of disability, but it does not have a simple definition. OA is characterized by:
• Changes in the structure of joint cartilage,
sometimes with calcification, and cartilage
loss.
• Loss of joint ‘space’ on X-ray, which also
shows osteophytes, i.e. bony outgrowths
from the margins of the affected bones, and hardening (sclerosis) of the bone adjacent to an affected joint. Note that the apparent joint ‘space’ is normally occupied by opposing layers of cartilage.
• The larger joints are the most affected, i.e.
hip, knee and ankle, but the wrist, finger, foot
and spinal joints may also be involved.
• Inflammation is a minor primary feature and
may be secondary to irritation of the soft
tissues surrounding affected joints, e.g. by
osteophytes. A variable degree of secondary inflammation is very common, but does not cause increases in the ESR and CRP.
These features contrast with those of RA (see below).
As in all mechanical bearings, wear tends to
occur in joints after a long period of use, and
some degree of cartilage damage is almost
universal in the elderly. This may affect the
synovial joints (osteoarthrosis) or the fibro-
cartilaginous joints of the vertebral column
(spondylosis). The term osteoarthritis implies
inflammation, which is secondary to joint
damage, unlike RA (see below) in which inflam-
mation is the primary condition. Thus the
neutral term osteoarthrosis is better termi-
nology, but osteoarthritis is almost universally
used.
OA is often called ‘degenerative joint disease’,
but this is inaccurate because symptoms are
probably due to an imbalance between damage
and repair. Inappropriate repair (remodelling)
secondary to joint damage also occurs. This
remodelling process should be contrasted with
the situation in RA (see below), where the under-
lying pathogenetic mechanism is a maladaptive
immune response.
OA and soft tissue rheumatism (p. 809)
together are responsible for most of the primary
care rheumatological workload. They are the
cause for most prescriptions for NSAIDs, but this
is likely to change (pp. 759, 772). Although OA
occurs worldwide and most Caucasians over 60
show radiological evidence of OA, hip involve-
ment is less common in Black Africans and
Chinese.
Classification
Osteoarthritis is classifiable into two groups:
• Primary (idiopathic) is of unknown origin,
and may be localized to a single joint or
involve three or more groups of joints.
• Secondary to other conditions. These are:
- Excessive joint stress, e.g. overloading in
obesity and manual labour.
- Consequent on trauma, overuse, joint
misalignment, joint surgery, etc., or bone
disease, e.g. Paget’s disease.
- Congenital or developmental.
- Inherited: e.g. metabolic disease,
acromegaly, Gaucher’s disease.
- Neuropathic, e.g. Charcot’s arthropathy.
Pathology and aetiology
Primary osteoarthritis
This comprises a cluster of conditions affecting the cartilage and bone of mostly the hip, spine, hand and knee synovial joints. Important risk
factors for primary OA are:
• Age. Although OA is a very frequent condi-
tion in the elderly, being present in 70% of
75-year-olds, it is not universal and so cannot be considered as a normal feature of the ageing process.
• Wear and tear. The subchondral bone
(immediately underlying the cartilage) is
Osteoarthritis 755
known to undergo microfractures in normal
use, and repeated fracture and healing results
in bone changes that reduce its ability to
absorb shocks and increase the fracture risk.
Further, muscle weakening with lack of exer-
cise, due to joint pain, and advancing age
results in loss of adequate joint support, thus
allowing abnormal joint movement which
causes further cartilage damage. The cartilage
is softened and there is separation of the
collagen fibrils.
Although wear and tear does not, by itself, neces-
sarily cause OA, lengthy involvement in weight-
bearing work or sports increases the risk of knee
and back OA, and continual occupational lifting
of heavy loads increases the incidence of hip OA
five times.
Joint surgery, e.g. menisectomy (removal of the semilunar cartilage in the knee) predisposes to OA of the treated joint.
Local biochemical factors in individual joints may contribute and acute exacerbations may be due to calcium pyrophosphate deposition
disease (p. 798).
The composition and size of the proteoglycan
molecules of the joint cartilage is altered and the
rate of repair no longer keeps pace with that of
degradation. Further, the type II collagen fibrils
are replaced with the more common, less suit-
able type I collagen that is characteristic of skin
and tendons. There is synovitis with production
of IL-1 and TNFa, which recruit the metallopro-
teinases that cause collagen breakdown. IL-1
inhibits the production of new collagen II.
Changes also occur in the underlying bone, with
new bone formation occurring at the margins of
the articular cartilage, to form the osteophytes
(Figure 12.2(b)), and in the subchondral bone,
which is denser, but weaker, than normal.
Mutant genes (see below), producing abnormal
collagen, may also be involved.
The persuasive argument that increased
weight or obesity imposes additional stresses and
wear on joints fails to explain why the ankle
joint is usually spared. However, in middle-aged
women, every 5-kg increase in weight increases
the risk of OA of the knee by 30%. Knee OA
causes considerable morbidity and disability in
10% of those affected over 50 years of age.
There is a genetic predisposition - it is esti-
mated that about 50% of OA is the result of
inherited factors. In primary generalized OA
(PGOA) there is widespread early joint involve-
ment. It is sex-linked, being three times more
common in women, and tends to run in
families, as does the development of Heberden’s
nodes, i.e. bony enlargement of the distal inter-
phalangeal joints (DIP; terminal finger joints;
Figure 12.4). Less common are the similar
Bouchard’s nodes at the proximal interpha-
langeal joints (PIP joints). Symptoms tend to
start at about the time of the menopause and
there is a low-grade inflammatory component.
Involvement of the first metacarpophalangeal
joint (MCP; thumb) causes swelling and gives
the hand a squarish appearance. The nodes are
the readily visible results of osteophytes. The
spine also tends to be affected (spondylosis),
especially in the neck (cervical) region. PGOA is
unusual in Black populations, but is particularly
common in people of British descent, with about
30% of white North American and Northern
European adults having some osteoarthritic
features. PGOA is not related to climatic or envi-
ronmental factors, and there is no association with HLA antigens. Any genetic effect is likely to be polygenic.
Secondary osteoarthritis
Accelerated wear due to joint damage or malfunction, e.g. obesity and sports injury, may lead to impaired or inappropriate repair
mechanisms, e.g. osteophyte formation causing Heberden’s nodes (see above). A listing of some common causes is given in Table 12.6.
The condition may develop insidiously over up to 50 years, and may be due to the produc-
tion of an abnormal collagen structure that is
less able to withstand the applied stresses.
Immunodeficient patients (e.g. those with
AIDS and hypogammaglobulinaemia) are partic-
ularly susceptible to the complication of an
episode of septic arthritis (joint infection), which
leads to OA.
Clinical features
The frequently used and weight-bearing joints
(hands, hip, knee, spine; Figure 12.2(b)) are prin-
cipally affected and contribute to disability.
Unlike RA, there is no systemic (extra-articular)
involvement (p. 766) in OA. The predominant
features are:
• Pain. Onset is gradual, occurring initially after
exercise, i.e. exacerbated by use, but later also at
night and at rest, with tenderness on pressure.
• Stiffness. This may be severe after a period of
rest, but is transient, and although patients
often complain of stiffness on rising (‘morning stiffness’), this usually lasts less than 15 min. This should be contrasted with the situation in RA in which morning stiffness may be
severe and prolonged.
• Loss of function. This is extremely variable
and may occur early, even though the pain is
slight. Conversely, even gross joint changes may not be accompanied by significant functional impairment, though there may be some limitation of movement.
• Joint swellings. These are usually hard
(Heberden’s and Bouchard’s nodes; see above),
due to osteophytes (sidewards outgrowths at
the bone ends, Figure 12.2(b)), or they may be
softer and partly due to inflammation. This
differs from RA, in which the swellings are
‘boggy’ and tender. Inflammation and tender-
ness may occur in the early stages and during
the acute exacerbations, and last a few weeks.
These conditions occur without apparent
cause, notably if joints are over-used.
The joints most commonly involved are:
• DIP joints, normally spared in RA. • PIP joints, less common.
• The feet, especially the first metatarsopha-
langeal (MTP) joint (large toe), which takes
the heaviest loading.
• The knees (Figure 12.2(b)), hips, cervical and
lumbar spine.
Osteoarthritis 757
The joints most commonly spared, unless the
damage results from repetitive occupational
trauma (e.g. road drill operators and motorcycle
dispatch riders), are the shoulder, elbows, wrists,
MCP joints (usually affected in RA) and ankle.
The course of OA is highly variable, and 25-30% of patients with established features may show no clinical or radiographic deterioration over long periods.
Investigation
X-radiography is an important aid in differential
diagnosis and assessment of OA. Table 12.7
contrasts the principal radiographic features in OA
and RA, which are illustrated in Figures 12.2(b)
and 12.6(b). There is a correlation between radio-
graphic features and the reporting of pain, though
not with pain severity. Ultrasonography is used
increasingly.
All other tests are usually normal in OA,
though there may occasionally be an increase in
ESR during an acute inflammatory exacerbation.
Management
Aims
Because OA is not reversible, except by surgical interventions such as joint replacement, the aims of management are to:
• relieve pain;
• maintain mobility and function; • prevent further joint damage;
improve the patient’s mental health and
quality of life.
The modes used in management include patient education and counselling, physiotherapy and occupational therapy, the correction of any exacerbating factors, drugs, and surgery.
Patient education and counselling
Many patients fear that their condition will develop into crippling arthritis, so it is important to reassure them and stress that disease progres-
sion is very gradual and that function is usually well maintained. Even if severe deterioration of major joints occurs, e.g. in the hips, knees or
hands, surgery is very effective.
Because the problem is an imbalance between
the wear and repair of joints, patients should
understand that it is essential for them to follow
proper physiotherapist guidance on exercises,
which are designed to maintain muscle strength
without undue joint stress, e.g. swimming.
Unwise exercise causes further damage to joints
that are already compromised. However, rest is
not advisable except during an acute exacerba-
tion because it may lead to loss of muscle power
and to excessive stiffness: patients need
controlled exercise. Attaining an ideal weight
reduces joint stress in overweight patients.
Research has demonstrated that mental health improves with effective treatment and thus reflects disease activity.
Physical therapies
Physiotherapy (PT) and occupational therapy
(OT) have an important role to play in main-
taining muscle strength, and so increasing joint
stability, in giving the patient additional confi-
dence to manage independently, and in main-
taining mobility and independence as far as
possible. The modes used include the following.
Exercises to maintain and restore muscle
power and function are effective, especially after
surgery. The power of the quadriceps muscles in
the thigh must be sufficient to preserve general
mobility, balance and the ability to rise from
chairs, etc. Muscle power should be improved
before a patient undergoes elective surgery as
this greatly aids recovery: any period of bed rest
causes a rapid loss of muscle mass and power.
Isometric exercises, in which muscles are exer-
cised against fixed resistance with minimal joint
movement and change in muscle length,
improve muscle power without joint wear.
Swimming and hydrotherapy (exercising in a
warm pool against water resistance) are also
excellent forms of exercise, because the weight of
the body is supported by the water, thus
reducing joint stress.
Occupational assessment and training, i.e.
advice on alternative methods of carrying out tasks at home and at work, or retraining by occu-
pational therapists to minimize joint trauma includes the following:
• Provision of aids and appliances, and modifi-
cations of the home to improve mobility and
ease tasks, e.g. splints, easy-turning taps, specially adapted implements and, in excep-
tional circumstances, widening doors and providing ramps for wheelchair access.
• Local heat, diathermy, ultrasound, etc. are
widely used, but provide only temporary
relief.
• Physiotherapists, osteopaths and chiroprac-
tors can help by mobilizing and realigning
joints and relieving associated muscle spasm.
Correction of exacerbating factors
The effects of OA may be exacerbated by a
variety of conditions, some of which are poten-
tially correctable, at least in part. Corrective measures include:
• Weight reduction.
• Treatment of any concurrent disease.
• Surgical or other orthopaedic correction of
anatomical abnormalities that place
abnormal stresses on other joints. For
example, unequal leg length causes wear both
to the leg joints and to those of the pelvis and
vertebral column.
• Maintenance of physical activity and general
fitness.
• Wearing of correct footwear and use of
appropriate walking aids.
• Encouraging a positive outlook.
Pharmacotherapy
Medicines have in the past had only a limited role in the treatment of OA patients, the aims
being symptomatic relief , i.e. reduction of pain and discomfort; inflammatory exacerbations; depression and anxiety.
However, good control of all of these is now possible and should give an acceptable quality of life. Although complete abolition of pain may not be possible without undue side-effects, some residual pain is a useful reminder to patients that they should exercise cautiously.
Analgesics and non-steroidal anti-inflammatory drugs
Opinions differ as to which of these groups is
most appropriate. Simple analgesics (see
Chapter 7) are widely used, but there is consid-
erable variation in their tolerance and efficacy
between patients. Most patients are maintained
on a single product (paracetamol (aceta-
minophen), occasionally codeine, dihydrocodeine
or tramadol, depending on pain severity, taken
regularly. Combinations of paracetamol with
codeine or dihydrocodeine (co-codamol and co-
dydramol, respectively, in the UK) are widely used
but may not be more effective than paracetamol
alone and can cause opioid dependence and
severe constipation.
The paracetamol-dextropropoxyphene combina-
tion (co-proxamol in the UK) will be withdrawn
completely, because it is no more effective than
paracetamol alone and is the most common
suicide agent there (see Chapter 7). Normal anal-
gesic doses (600-900 mg) of aspirin are effective
but are rarely used because of gastric toxicity.
NSAIDs are discussed more fully under the
treatment of RA (pp. 772-8), but some points are
relevant here. Although NSAIDs are popular,
there have been reports that some, e.g. ibuprofen
and naproxen, may accelerate cartilage damage or
prevent its repair. However, although the clinical
significance of this is unclear it may be more
appropriate to use a drug that is alleged to
promote cartilage repair, e.g. aceclofenac.
However, NSAIDs, especially the COX-2 selective
agents, which have significant adverse cardio-
vascular effects, are usually not justified unless
there is a significant inflammatory component.
Osteoarthritis 759
Elderly patients, the group most likely to be
affected by OA, are particularly sensitive to
NSAID toxicity (pp. 774-8). Naproxen probably
has the best balance between efficacy and
toxicity.
It is reasonable to use NSAIDs only for the
occasional painful exacerbation, e.g. when OA is
accompanied by joint deposition of apatite
(p. 798). Several NSAIDs seem to be unsuitable in
OA on grounds of toxicity (e.g. indometacin and
ketoprofen), because treatment is usually lifelong.
Tolmetin, which is not licensed in the UK,
belongs in this group.
Meloxicam, the first ‘second-generation’ NSAID
to be marketed as a relatively selective cyclo-
oxygenase 2 inhibitor (see Figure 12.9), is
licensed for the short-term treatment of exacer-
bations of OA, and existing NSAIDs, e.g.
diclofenac, etodolac, nabumetone, naproxen and
piroxicam, are also partially COX-2-selective and
are licensed similarly. These agents do cause less
gastrointestinal distress than other non-selective
NSAIDs and may be suitable in the older group
of patients involved.
Some of the ‘third-generation’ NSAIDs, the
highly selective COX-2 inhibitors, may cause
severe cardiovascular problems and rofecoxib has
been withdrawn in the UK. NICE advice is that,
until further research data are obtained, the COX-
2 inhibitors are appropriate for patients at high risk of gastrointestinal complications, such as gastric or duodenal ulcer (see Chapter 3), perfora-
tion and bleeding. The patients principally affected include:
• those over the age of 65;
• patients who have taken non-selective
NSAIDs and have peptic ulceration or epigas-
tric pain, with bleeding or are regular or chronic users of antacids or antisecretory drugs (see Chapter 3) or have ceased treat-
ment due to gastrointestinal side-effects;
• people who are regular smokers or alcohol
consumers;
• those who have any concurrent chronic
disease and take associated medications.
COX-2 selective NSAIDs are contra-indicated in patients with IHD or cerebrovascular disease.
Until definitive information is available,
patients taking NSAIDs require careful monitoring for adverse gastrointestinal and cardiac signs.
Those prescribed older NSAIDs or highly selective
COX-2 inhibitors should be told to report imme-
diately any new epigastric or chest pain, breath-
lessness or exercise limitation. Presumably the
prescriber will do this and pharmacists should
reinforce the advice. However, the need for this
type of medication clearly requires review, espe-
cially in older patients and those with adverse
cardiovascular and cerebrovascular risk profiles.
Despite this evidence, the absolute risk of a
serious cardiovascular event is small and a deci-
sion should be taken with the active involve-
ment of patients as to whether they are prepared
to accept the risk in view of the benefit they
receive from an NSAID. None of this has a
bearing on the occasional short-term NSAID use,
e.g. for gout (see below), sports injury and
headaches. Further, some patients obtain relief
from topical NSAID treatment, to which the
above considerations presumably do not apply,
because of the very low systemic absorption of
drug.
Other drugs
Slow-acting antirheumatic drugs (SAARDs; see
Table 12.13 and p. 770) and systemic cortico-
steroids have no place in the treatment of OA.
However, a severely affected joint that is
inflamed, or in which there is a fluid effusion,
may respond well to an intra-articular cortico-
steroid injection, though this is controversial,
and the benefit is usually only temporary.
Because there is the possibility of long-term joint
damage with repeated injections, owing to
suppression of protein (cartilage) synthesis, this
should be done only occasionally.
Intra-articular injections of sodium hyaluronate, given weekly on three to five occasions, is reported to be more beneficial than a steroid
injection, and hyaluronic acid derivatives are
now available to supplement that in synovial
fluid. These products are mentioned in the BNF but do not have a formal entry.
There have been several reports of the
beneficial effect of glucosamine sulphate,
750-1500 mg twice daily, taken over at least
3-6 months. One international group found that
this abolished cartilage loss from synovial
weight-bearing joints, e.g. the knee, over a
period of 3 years and have proposed that this
agent should be regarded as a disease-modifying
agent for OA. Treatment will have to be life-long
because otherwise cartilage loss will resume at a
similar rate to previously when the medication is
stopped. The question of whether glucosamine
sulphate should be taken prophylactically by all
elderly people has not been addressed in
research, but is clearly a point of interest. About
one-third of patients withdrew from the trial,
mostly because of side-effects (20%) or lack of
efficacy (3%), but this is similar to withdrawal in
the placebo group. The beneficial effect may take
6 months or more to be noticeable, so persever-
ance is required. Glucosamine is not licensed as a medicine in the UK and is not prescribable
through the NHS.
Levels of the pain transmitter substance P (see
Chapter 7) are raised in OA and this causes
increased synovial levels of PGs and collagenase.
Reduction of the substance P level is therefore
desirable and this can be done using topical
capsaicin cream. This product is thus a logical
second-line agent after a simple analgesic, or as
an adjunct to systemic treatment. However, it is
very irritant and must not be used on inflamed
or broken skin, and the hands should be washed
thoroughly after application, to avoid eye and
facial contamination.
Antidepressants are used to alleviate the depres-
sion associated with chronic pain and may
improve the analgesic response (see Chapter 7).
Women receiving hormone replacement
therapy (HRT) have been shown to be less
likely to develop OA, especially of the knee,
and HRT can also be euphoriant. The benefit
on the knee, which is lost if HRT is stopped,
may be related to the prevention of osteo-
porosis and so to the maintenance of bone
density adjacent to joints. However, many
women have stopped taking HRT, or refused to
start it, because of the perceived cancer risk. A
bisphosphonate is a suitable alternative to HRT
if osteoporosis has been documented by dual
energy X-ray absorptiometry.
Surgery
Severe, uncontrolled pain or serious loss of func-
tion may necessitate surgery. Arthroplasty (joint replacement) is especially successful for the hip,
the pain relief being excellent and mobility
usually being returned close to normal, provided
that the operation is carried out before joint
damage is too severe and collateral damage, e.g.
to the joints of the vertebral column, has not
occurred. Knee and finger joint replacement are
slightly less successful and that of other joints
still less so, though techniques and results are
improving continually.
Arthroscopic debridement. Joint lavage with physiological saline benefits some patients, possibly by removing debris or inflammatory mediators from the joint space.
Other operations to fix joints permanently
(arthrodesis) or to remove osteophytes (e.g. for
bunions) may be undertaken occasionally for
particular patients. In those for whom arthro-
plasty is inappropriate, osteotomy, i.e. cutting
the bone or removing a section of bone near a
joint, with or without re-alignment, may be
successful for pain relief in disease of the knee or
hip joints. The reasons for this are poorly under-
stood, but correction of misalignment of the
limbs clearly relieves stresses on associated
joints. Also, diversion of metabolic activity to
the surgically produced wound away from the
adjacent joint, and may reduce further inflam-
mation and cartilage damage there.
Rheumatoid arthritis
Introduction
Unlike OA, which is a local, generally non-
inflammatory disease, rheumatoid arthritis (RA) is usually a chronic, progressive, inflammatory, systemic disease that primarily affects synovial joints (see above).
The most common extra-articular features are
anaemia, soft tissue nodules (p. 767), vasculitis,
sicca syndrome (p. 802) and fibrosing alveolitis.
Epidemiology and aetiology
In the UK, about 1% of the population is
affected, with a 1:2 male:female premenopausal
Rheumatoid arthritis 761
sex ratio, although among the elderly the inci-
dence is equal in both sexes: this points to a
hormonal influence. Although RA often remits
in pregnancy (75% of patients), use of the
combined contraceptive pill does not reduce the
overall risk of developing RA, but may delay its
onset. It has also been suggested that changes in
sex hormone levels may modulate T cell
responses by suppressing IL-2 production, a
promoter of T cell proliferation and cytolytic
killer cells.
The incidence of RA seems to be decreasing. In
the UK, the prevalence in women aged
45-64 years halved over a recent 30-year period
and the incidence in Pima (North American)
Indians fell by about 60% over 17 years, to about
0.5% annually. Although the global prevalence is
about 1%, with only minor racial and geograph-
ical variations, RA is almost unknown in rural
Africa. The peak period of onset of RA is between
35 and 55 years of age, though it can start at
almost any age.
The concordance in monozygotic twins gives a
heritability of 50-60%, partly due to the genes
encoding HLA-DRB1 class II molecules (see
Chapter 2). Also, HLA-DRB1 in first-degree rela-
tives gives a six times increased risk. HLA-DR4
and DR1 are also involved, but these genes prob-
ably determine disease severity and persistence
rather than causation. Patients with an allele of
the HLA-DRB1 gene who are seropositive for RFs
(see below) have a 13 times increased risk of
having bone erosions after 1 year.
The trigger factors and the basis of the
prolonged, intense inflammatory process of RA
are largely unknown: despite extensive research
and our much greater understanding of
immunopathology, current explanations are
speculative. The concept of RA as an autoim-
mune disease is popular, and there are large
numbers of mature memory T cells (CD45RO) in
rheumatoid joints, derived from CD4 (TH) cells
(see Chapter 2). These promote Ig production by
B cells, and there is no negative feedback, hence
the production of rheumatoid factors (RFs, a
class of autoantibodies; see above).
The presence of CD45RO cells implies prior
exposure to antigen. However, the experimental
use of anti-CD4 Igs does not affect the course of
the disease. Further, although infection with HIV
specifically targets CD4 T cells, HIV/AIDS does
not seem to affect the incidence or course of RA.
However, some HIV-positive patients do have a
polyarthritis, which is believed to be a reactive
arthritis (p. 809).
It has been suggested that there is a persistent
antigenic stimulation by Epstein-Barr virus, the
cause of glandular fever. Retroviruses have also
been suspected in experimental animal models,
but no virus has been implicated to date. Bacterial
causes, e.g. Proteus mirabilis, are also disputed, but
infection followed by incomplete clearance of
microbial nucleic acid is a possible persistent
stimulus. There is a high incidence of HLA-DR1,
DR4 and Dw4 genes in RA patients. DR4 carriers
have a high reactivity to M. tuberculosis and, inter-
estingly, T cells cloned from the synovial fluid of
RA patients seem to react with tubercular anti-
gens. There may also be an association between
DR4 and T cell receptor genes.
The temporary ablation of B cells induces
remission, suggesting the important role of RFs
in maintaining inflammation. Also, the benefit
derived from the use of antiproliferative
immunosuppressants and anti-cytokine anti-
bodies (see below) emphasizes the central impor-
tance of immunological processes in RA
pathogenesis.
It is possible that RA was introduced into
Europe in the 18th century by contact with
Native Americans, implying an infectious
aetiology.
A low socioeconomic status is predictive of a
poor outcome, but this is a common finding in
many diseases and is probably associated with an
adverse lifestyle, e.g. a diet high in saturated fats
and with low fish consumption, and under-
utilization of medical resources. Further, it is
known that smoking confers an increased risk,
and is greater in population sectors with a low
socioeconomic status.
Course
The onset of classical RA is normally insidious,
polyarticular (i.e. several joints are affected) and
symmetrical (i.e. the same joints are usually
affected on both sides of the body at any one
time). The small joints (PIP, MCP, MTP, wrists)
are affected first, although a monoarticular
onset, usually in the knee or the wrist, occurs in
some 20% of patients (Table 12.8). Fatigue and
malaise may precede joint symptoms by several
months.
In about 20% of patients there is an abrupt
onset with marked systemic symptoms. This acute form is alleged to have a better prognosis, but the eventual outcome is probably not
affected. Following recovery, it may be many years before another attack occurs.
Even less common is a palindromic onset,
with acute episodes affecting one joint for up to
48 h, followed by remissions and exacerbations
affecting other joints at intervals of days to
months. About 50% of patients who experience
this type of onset will suffer typical chronic RA
after a very variable period, sometimes lasting
several years.
Disease activity has been reported to wax and
wane unpredictably and spontaneously, so
patients who experience a remission while taking
or using some product will naturally, though
often mistakenly, attribute their improvement to
that use. However, spontaneous remission is
unlikely in those who have synovitis and high
levels of inflammatory markers at 12 weeks after
initial diagnosis. This is the basis of the move to
early diagnosis and early aggressive treatment
(see below).
Natural variation in disease activity is one of the
principal problems in the evaluation of new anti-
rheumatoid drugs: large numbers of patients have
to be used in very well-designed trials over long
periods in order to obtain statistically meaningful
results.
Patients with severe disease have significant
morbidity and mortality. Of those referred to
hospital consultants only about 50% are likely to
be working after 10 years of active disease and
women have a 5-year reduced life expectancy
and men 7 years, or were severely disabled.
However, these data are over 12 years old and
the situation has since improved. Moreover, RA
is not necessarily relentlessly progressive (see
below).
Poor prognostic factors include:
• Inadequately controlled polyarthritis with a
high ESR/CRP and high levels of RFs.
• Structural joint damage leading to disability.
• Genetic susceptibility, indicated by the pres-
ence of HLA-DR4, and/or a family history of
RA.
• Low socioeconomic status and educational
attainment and heavy manual labour.
RA is rare in men under 30 years, and reaches a peak at about age 65. In women, the incidence rises progressively from about age 25 to a broad peak at 45-75 years.
Pathology
Inflammation of the synovial membrane is the
cardinal initial feature (Figure 12.5) and RA has
been grouped with other immune-mediated
inflammatory diseases (IMIDs; see Chapter 2)
that share a common inflammatory pathway.
The cells lining the synovium multiply, the
surface becomes thickened and covered with
villi, and fibrin is deposited from the inflamma-
tory exudate. In severe cases the synovium may
be 1 cm thick, normally being less than 1 mm.
The deeper layers become infiltrated with
lymphocytes and plasma cells, the latter
producing RFs. Most patients become seroposi-
tive within a year of symptom onset and may
show high RF titres, and most joint damage
occurs in the early stage after diagnosis.
However, there are few neutrophils in the
synovium, though they are the commonest cells in the synovial fluid. Phagocytosis of the immune complexes formed in the fluid results in an increase in oxidative metabolism, liberating damaging free radicals and lysosomal enzymes that attack joint tissues.
As the inflammation proceeds, the synovial
margin develops outgrowths of metabolically
active pannus that invades and dissolves under-
lying cartilage and bone to produce the charac-
teristic erosions (Figures 12.5 and 12.6(b)). With
severe disease progression, the supporting liga-
ments and tendons are weakened and the joint
will sublux, i.e. become partially or completely
dislocated (Figure 12.6(b)), and eventually the
associated limbs are deformed and non-
functional. Finally, the joint may become anky-
losed, i.e. fibrosed and calcified and thus stiff
and non-functional, but pain-free. This progres-
sion of changes is illustrated in Figure 12.5.
Tendons and tendon sheaths undergo changes
similar to the synovial changes.
The mechanisms responsible for these changes
are unknown, but activation of T cells by
macrophages and unidentified antigens cause
cytokine release. Cytokines are also produced by
synovial fibroblasts. Thus TNFa and IL-1, IL-2,
IL-4 and IL-8 are important in the initiation and
maintenance of inflammation and cartilage and
bone damage and synovitis, so the use of cytokine inhibitors in treatment is logical (see below). It has also been suggested that deposi-
tion of iron in the synovial tissues, which does occur, promotes free radical damage. Hence chelating agents are being investigated to treat some patients with severe RA.
Clinical features
Articular features
These are outlined in Table 12.8. The most characteristic form of onset involves:
• Symmetrical small joint polyarthritis
commencing in the MCP and PIP joints of
the hands (Figure 12.6(b)), the wrists and
the corresponding joints in the feet. Affected joints are very hot, swollen, red and tender, and are often shiny.
• Morning stiffness. Initially, morning stiffness
lasts 15 min and may persist for 1 h before
maximal relief. With disease progression,
morning stiffness increases, becoming
prolonged and disabling, and it may eventu-
ally take a patient some 2 h to dress. Almost
any joint may be affected, especially the
wrists and the upper cervical spine. Wrist and
PIP involvement (Figure 12.6(b)) always
suggests a diagnosis of RA, because these are
usually spared in OA.
Despite this catalogue of potential disability, it
is important to appreciate that the majority of
patients have only mild to moderate disease
and are treated adequately by GPs: 25% recover
partially, but few remit completely. A minority,
perhaps 10%, is referred to hospital consultants
and about 50% of these, i.e. only some 5% of
the total, suffer serious disability. Most GPs will
have one or more significantly disabled
patients.
More advanced disease may produce character-
istic hand deformities, resulting in a progressive loss of function that manifests as:
• Subluxation of the MCP joints, so that the proximal phalangeal heads slip partly under the metacarpal heads.
• Ulnar deviation (Figure 12.7(a)), in which
the hand is tilted laterally away from the
thumb.
• Boutonnière and swan neck deformities of
the fingers (Figure 12.7(b)) due to damage to
joint ligaments.
Changes in the upper cervical spine may cause
serious instability, because ligament damage may
allow subluxation of one or more vertebrae,
producing kinking and compression of the
spinal cord (Figure 12.8), resulting in reduced
neck mobility and occipital, neck, shoulder and
arm pain, or sensory loss. In particular, subluxa-
tion of the atlas on the axis may allow the dens
to compress the upper cervical spine, and trau-
matic injury in this area, e.g. caused by a
whiplash effect in a motor accident, may even
cause death, though this is fortunately rare.
Similarly, manipulation of the cervical spine in
RA may result in permanent disability, even
tetraparesis (partial or total paralysis of all four
limbs), so physiotherapy or other manipulation
of this area is usually totally contra-indicated in
RA unless investigation demonstrates normal
anatomy there.
Periarticular features
These changes are those associated with the
joints, but not arising from within the joint. Pain
and stiffness within a joint may result in wasting
of the associated muscles. Because tendon
sheaths resemble synovium, tenosynovitis
(p. 811) may occur with pain and diminished
joint movement. Tendons may be extensively
damaged and may even rupture. Swelling of the
tendon sheaths within the restricted confines of
the carpal tunnel often causes carpal tunnel
syndrome (p. 809). Raynaud’s syndrome
(p. 804) and carpal tunnel syndrome may appear
before the joint symptoms.
Bursitis (p. 811) is also common, especially in the feet, with resultant bunion formation.
In the knees, high intra-articular pressure may cause the synovium to balloon out into the
popliteal fossa to form a Baker’s cyst. If this
ruptures, due to increased pressure occurring in the joint during knee flexion, synovial fluid is forced into the calf muscle, causing severe pain, mimicking a DVT (see Chapter 11).
Extra-articular features
These are sometimes described as complications
of RA (see below), but because RA is a systemic
disease, signs and symptoms, often inflamma-
tory, may occur almost anywhere in the body
(Table 12.9).
Haematological abnormalities are common. Anaemia is the most frequent of these, and is an almost invariable accompaniment to active disease. Iron-deficiency anaemia is common in patients being treated with NSAIDs, due to upper gastrointestinal bleeding, and this may be super-
imposed on the normochromic, normocytic type associated with many chronic diseases, caused by bone marrow hypoplasia (see Chapter 11). Splenomegaly is common, occurring in some 5% of patients (Table 12.10).
Most of the other types of blood abnormality that occur are associated with drug therapy and include leucopenia, thrombocytopenia and, infrequently, aplastic anaemia.
Involvement of the lymphoid system is
common and lymphadenopathy (enlarged,
rubbery, non-tender ‘glands’) occurs in some
30% of patients, usually in association with
active disease.
Felty’s syndrome is an uncommon, late
feature of seropositive RA. It occurs in 1% of
patients with severe RA, and is characterized by
splenomegaly and neutropenia, though wide-
spread haematological and other signs may
occur (Table 12.10). The syndrome runs an
unpredictable course, with severe neutropenia
predisposing to serious infections. In rare cases,
systemic corticosteroids and splenectomy are
required.
Rheumatoid nodules are painless, often SC,
granulomas (see Chapter 2), 0.5-3 cm in diam-
eter. They usually occur near the elbow but may
occur in bursae, tendons or tendon sheaths at
any pressure site. They may also occur internally,
e.g. in the lungs or heart or, fortunately rarely,
in the eye. If the nodules occur in the lungs,
then bronchoscopy with biopsy is indicated to
distinguish them from bronchial carcinoma or
tubercles (see Chapters 2 and 5). If bronch-
oscopy is not readily available, the nodules are
usually removed surgically, to provide a certain
diagnosis and protect the patient from the
possibility of bronchial carcinoma, as far as
possible. Although nodules usually occur in
seropositive RA and are virtually diagnostic, they
are also found in a few patients with SLE (see p.
798 and Chapter 13).
RA is associated with a reduced lifespan, largely due to an increased incidence of infec-
tion, progressive systemic disease and amyloid-
osis. Nodules may form in the myocardium,
usually associated with high titres of RFs.
Investigation and diagnosis
Classic criteria
A diagnosis of definite RA requires at least four of
the following criteria, developed by the American
College of Rheumatology (ACR) and revised in
1988. The following are expressed more briefly
than the ACR criteria. To satisfy criteria 1 to 4,
symptoms or signs must be present continuously
for at least 6 weeks.
1. Morning stiffness for 1 h.
2. Arthritis of three or more joints and soft tissue
swelling.
3. Arthritis of hand joints (wrist, MCP or PIP
joints).
4. Symmetrical arthritis.
5. Rheumatoid nodules.
6. Serum RF (positive in ÷5% of normal control
subjects).
7. Radiographic changes. Hand X-ray changes
typical of RA must include erosions or
unequivocal bony decalcification.
Strict formal application of these criteria is
helpful in doubtful cases, but most doctors would
make a provisional diagnosis on less rigid ones.
Investigation
Typical results of some common investigations in patients with RA are given in Table 12.11. The general picture is that of a chronic inflammatory disease, primarily affecting the joints, with an immunological component.
The anaemia is typical of that which accompa-
nies many chronic diseases (see Chapter 11), and
serum iron studies may be unhelpful in diag-
nosis. In particular, serum ferritin is an acute-
phase reactant (see Chapter 2), and levels may be
elevated in RA. Confirmation of the nature and
extent of anaemia may therefore require bone
marrow examination. Another common cause of
anaemia in RA is drug-induced gastrointestinal bleeding (p. 775), and this may complicate the interpretation of haematological data.
The WBC count is usually normal, but leucocy-
tosis and thombocytosis may be associated with
severe exacerbations. Conversely, neutropenia
and thombocytopenia may occur in Felty’s
syndrome, and may also be caused by iatrogenic
myelosuppression, predisposing to infections and
a bleeding tendency.
Plasma viscosity is usually increased, due to
increased levels of acute phase proteins, notably
fibrinogen, complement, gamma globulins
and RFs.
Diagnosis
Although full-blown RA is unmistakable, many
patients show only certain features and, because
there is no pathognomonic test, the diagnosis
is sometimes revealed with certainty only after
some time. The occurrence of early morning stiff-
ness, symmetrical painful polyarthritis, high RF
titre and joint erosions, i.e. ACR criteria 1, 2, 4, 6
and 7, is usually conclusive. The occurrence of
certain features may make a diagnosis particularly
difficult, namely:
• Mono-articular involvement.
• Lack of erosions after several years of disease. • Seronegativity.
• High antinuclear antibody titre (p. 799).
• Involvement of the lumbar spine, skin,
kidneys or CNS.
The significance of these is discussed later in this chapter.
Functional assessment
Regular functional assessment (see Table 12.5) is essential in charting the progress of the disease and the effectiveness of treatment.
Complications
Complications of RA fall into four groups (see Table 12.9).
Inflammatory
Eye involvement is common:
• Sjögren’s syndrome (p. 801) may affect about
20% of patients, 85% of them female and
mostly seropositive. The syndrome causes dry eyes and a dry mouth, resulting from lympho-
cytic infiltration of the lachrymal and salivary glands. Other exocrine glands, e.g. in the
digestive tract and the sweat glands, may also be affected. This syndrome may also occur in association with related diseases, e.g. SLE, systemic sclerosis and polymyositis.
• Episcleritis, causing a localized or diffuse
hyperaemia of the sclera (white of the eye) is
less common.
• Severe scleritis, which involves the deeper
layers of the sclera, is uncommon but more
serious.
Arteritis (vasculitis) may cause widespread
obstructive vascular lesions and is an indication
of severe disease. Together with the formation of
myocardial nodules it is also the principal
cardiovascular problem. Arteritis usually presents
as nail fold (periungual) infarcts, i.e. small
areas of black or brown dead tissue around the
nail margins. The involvement of larger vessels
may result in leg ulceration or peripheral
neuropathies.
Respiratory complications reflect diffuse inflammation and include fibrosing alveolitis
and, especially in men, pleurisy and pleural
effusions (‘rheumatoid lung’).
Infective
Septic arthritis, due to joint infection by Staphy-
lococcus aureus (in adults and children) or
Haemophilus influenzae (mostly in children), is a
rare but important complication. The latter is
now unusual, since the introduction of Hib
vaccine. Debilitated and immunosuppressed or
immunodeficient patients, e.g. those with AIDS
and hypogammaglobulinaemia, are particularly
susceptible.
Rheumatoid arthritis 769
Secondary to abnormal metabolism
Mild anaemia occurs in about 80% of cases.
More severe anaemia is usually iatrogenic and may require treatment (see Chapter 11).
Osteoporosis may lead to bone fractures. Amyloidosis (p. 807), the widespread deposition in tissues of abnormal amyloid protein, may
occasionally cause clinical problems, notably nephrotic syndrome (see Chapter 14).
Iatrogenic
Adverse reactions to medication are very common and are discussed below in the section on pharmacotherapy.
Management
Objectives and strategy
The aims are to:
• relieve pain and discomfort and ameliorate
symptoms;
• arrest or limit disease progression and, if
possible, reverse pathological changes;
• maintain mobility and function, and promote
the best possible quality of life.
These are achieved by a holistic approach,
considering the patient’s functional, medical,
social and economic problems. The modes used
are:
• Patient education and counselling.
• Physical: physiotherapy, osteopathy, occupa-
tional therapy, appliances, etc.
• Social: domestic assistance, modification of
the home environment, financial support.
• Pharmacotherapy: analgesics, anti-
inflammatory agents (i.e. NSAIDs, anti-
cytokine drugs and corticosteroids),
slow-acting (‘disease-modifying’) anti-
rheumatic drugs (i.e. immunoregulators and antiproliferative immunosuppressants).
• Appropriate management of anaemia and
other complications. Psychiatric support (see Chapter 6).
• Surgery: synovectomy, arthroplasty and other
joint surgery.
Patient education and counselling
Because of the wide range of symptoms and their
severity, and because patients almost inevitably
fear that they will be completely crippled, it is
important for them to comprehend as fully as
possible the nature of the disease and the various
procedures that may be used for management.
An optimistic, but realistic, approach by all
medical and paramedical staff is helpful, because
only a small proportion of patients have serious
disability and effective new treatments are being
introduced.
Patient education underpins all subsequent
management. Useful information is given in the
patient leaflets provided by the NHS and the
UK’s Arthritis and Rheumatism Council, but
these can only supplement authoritative verbal
information. Such patient education needs to
be an ongoing process because of the need to
respond to the development of new symptoms
and because there is a large amount of informa-
tion to assimilate, which is impossible to convey
in one or two sessions.
Depression may be sufficiently severe to require psychiatric intervention.
Physical methods
Rest may be valuable in an acute episode. Complete bedrest is occasionally used for a minority of patients but if not properly super-
vised, with adequate physiotherapy, this may
lead to permanent disability owing to joint disuse and muscle wasting.
Physiotherapy is very valuable, and includes
the use of splints or support bandaging to rest
particular joints or to correct deformity. A care-
fully planned series of exercises, e.g. swimming
and isometric exercises, is important in main-
taining muscle power without over-stressing
damaged joints. Other widely used methods, e.g.
the application of heat wax baths, cold, short
wave therapy, etc., may provide some short-term relief of pain and stiffness.
Occupational therapy is an essential component of management.
Monitoring
The ACR has recommended the following criteria for defining improvement. There should be demonstrable improvement in:
• The number of swollen and tender joints.
• At least three of the following measures of
disease activity:
- Patient assessment.
- Physician assessment.
- Pain score.
- Disability score.
- Serum levels of acute-phase reactants, e.g.
CRP, ESR, plasma viscosity.
An appropriate goal for treatment is a better than 50% improvement in these criteria.
Pharmacotherapy: introduction
The drug treatment of RA is summarized in Table
12.12. Early drug management for mild disease is
similar to that used in OA (p. 759), although anti-
inflammatory drugs (mostly NSAIDs) are used,
with an increased risk of adverse reactions.
Inadequate relief or control, more severe symp-
toms or a definite diagnosis of seropositive RA
leads to the use of slow-acting antirheumatic
drugs (SAARDs), also described as ‘disease
modifying anti-rheumatic drugs (DMARDS)’.
However, the extent to which any of this group of
drugs significantly modifies disease progression
in the long term is arguable. The term SAARD
defines the principal characteristic of this group,
that they take about 4-6 months’ treatment to
achieve their maximum therapeutic effect.
Although the inflammation responds to
current treatments, the destructive process due to
pannus (p. 763) is less amenable. However, TNFa blockade (see below) does reduce the irreversible joint erosions that cause much disability.
Anti-inflammatory drugs include:
• NSAIDs.
• Corticosteroids.
• High-dose aspirin and salicylates are rarely
used nowadays, except in some Third World
countries where drug cost is an overriding
consideration.
In comparison, the SAARDs (Table 12.13)
include:
• Immunomodulators, i.e. immunosuppres-
sants; e.g. methotrexate, ciclosporin and
leflunomide.
• Cytokine inhibitors, e.g. inhibitors of:
- TNFa, i.e. adalimumab, etanercept and
infliximab
- IL 1, i.e. anakinra.
• Sulfasalazine (SSZ).
• Gold compounds, penicillamine and
antimalarials.
Pharmacotherapy: anti-inflammatory drugs and analgesics
Non-steroidal anti-inflammatory drugs
NSAIDs have been the drugs of first choice for the treatment of mild RA for many years
because they possess both analgesic and anti-inflammatory properties, and many are available (Table 12.14). They are also used as
an adjunct to SAARDs if symptomatic support is required until benefit is obtained.
Patient response to NSAIDs and tolerance of
them is very variable, so it may be necessary to try
several products to determine which has the best
combination of efficacy and tolerability. The
basis for this inter-patient variability is unclear,
but it is likely to be more related to disease activity
than to drug pharmacokinetics or anti-PG
activity. These drugs have a rapid onset of action
but the full analgesic and anti-inflammatory
effect may not be apparent for a week or so,
largely dependent on dose frequency and the
consequent time to reach steady state. If adequate
relief is not obtained within 2-3 weeks at full
dosage, a change to another product is indicated.
However, relief of pain and early morning stiff-
ness is often incomplete at tolerable doses.
Mode of action
The activity of NSAIDs is ascribed to their inhi-
bition of cyclo-oxygenase (COX) activity and
thus of PG synthesis. COX exists in two isoforms
that may be expressed constitutively, i.e. they are
always produced, in only a limited range of
tissues. COX-1 is constitutive in the stomach,
kidneys, intestines and platelets, while COX-2 is
inducible by inflammation in joints, the brain,
kidney, vascular endothelium and reproductive
tract.
Rheumatoid arthritis 773
Activation of COX-1 leads to the formation of
autacoids, e.g. protective prostacyclins, in the
gastric mucosa and vascular endothelium, PGE2
in the kidney and thromboxane (TXA2) in the
platelets. COX-2 is involved in fever, the central
modulation of pain and the initiation of uterine
contractions and fetal expulsion in childbirth,
but its physiological roles are not fully defined.
Although COX-2 may play a role in ulcer
healing in animals and occurs around human
gastric ulcers, the clinical significance of this is
unknown. COX-2 is mostly inducible by
cytokines and other pro-inflammatory stimuli
that cause an inflammatory response localized to
the site of production, e.g. in joints (Figure 12.9).
COX-2 differs from COX-1 only by the substitu-
tion of isoleucine by valine in the active site. This
produces a larger NSAID binding site, which is the
rationale for the development of the COX-2
inhibitors.
Aspirin and most of the older NSAIDs inhibit
both COX isozymes but the relative effects differ
considerably between drugs, and most of the
older NSAIDs are relatively selective for COX-1
inhibition. This may be clinically significant
because selective inhibition of leukotriene (LT)
production by COX-2 induction should therefore
spare distant, uninflamed sites, e.g. the stomach.
Because COX-1 is not inhibited by the selective
COX-2 agents, its normal actions in the stomach
and kidney will still produce the eicosanoids
necessary for normal gastrointestinal and renal functions, so COX-2 inhibition spares the
harmful effects on these organs caused by the non-selective agents.
Differing relative potencies and selectivities
against COX-1/COX-2 are alleged to account for
the differences between NSAIDs. It has been
suggested that inhibition of COX-1 causes most of
the side-effects of NSAIDs, while that of COX-2 is
principally responsible for the anti-inflammatory
action.
It is still unclear whether these alleged benefits
of selective COX-2 inhibitors (coxibs) are trans-
lated fully into clinical superiority. Etodolac, now
known to be a coxib, has been in use for many
years and its side-effect profile does not seem to
be markedly different from that of non-selective
NSAIDs.
The large RCT (VIGOR) with rofecoxib, the first
coxib to be licensed as such, confirmed its
gastrointestinal safety relative to naproxen (rela-
tive risk (RR) 0.4). However, there was a relative
fivefold increase in the risk of MI (see Chapter 4).
The subsequent APPROVe trial, in which partici-
pants were allowed to take daily aspirin, found
an RR of 1.92 for MI or cerebrovascular events
(stroke) with rofecoxib, and an increased risk of
heart failure. This increased cardiovascular risk
has been confirmed by case-control studies.
Consequently, rofecoxib has been withdrawn by
the manufacturer.
Other coxibs (celecoxib, valdecoxib and pare-
coxib) have also produced an increased cardio-
vascular risk. Valdecoxib has been withdrawn
because of severe skin problems and parecoxib is
licensed only for the short-term relief of acute
post-operative pain. Cardiovascular problems
with etoricoxib are similar to those with
diclofenac, although etoricoxib does not differ
from placebo in causing headache, nausea and
diarrhoea.
It has been suggested that the basis for these
observations is that the selective COX-2
inhibitors significantly reduce levels of prostacy-
clin (PGI2), an inhibitor of platelet aggregation,
and do not affect thromboxane (TXA2, a potent
vasoconstrictor) formation by COX-1. There is therefore an increased tendency for vascular obstruction.
Although the incidence of serious upper
gastrointestinal damage does appear to be less
with selective COX-2 inhibitors, a 2006 system-
atic analysis concluded that these drugs and
high-dose non-selective COX inhibitors other
than naproxen are associated with about a 45%
increased risk of adverse cardiovascular events
(MI, stroke or vascular death; see Chapter 4).
This does not appear to apply to high-dose
naproxen.
The UK’s CSM and the European Medicines Evaluation Agency (EMEA) therefore recommend that COX-2 inhibitors are contra-indicated in patients who have:
• IHD.
• Cerebrovascular disease.
• Moderate to severe heart failure (NYHA II-IV;
see Chapter 4)
• Significant risk factors for cardiovascular
events, i.e. diabetes mellitus, hyperlipi-
daemia, hypertension and smoking, or for
peripheral artery disease.
If a patient taking a coxib has a significant
cardiovascular risk profile, or develops such a risk, they should be switched to alternative medication.
Coxibs should only be used in preference to
non-selective NSAIDs when specifically indi-
cated, i.e. in those who are at particular risk of
gastroduodenal ulcer, with perforation or
bleeding (see Chapter 3), and after a careful
assessment of a patient’s cardiovascular and
overall risks.
Although Commission on Human Medicines
(CHM) recommends that the lowest effective
dose of any NSAID should be prescribed for the
shortest possible time, this is hardly meaningful
for many of those needing NSAIDs, because the
principal conditions for which they are used e.g.
osteoarthritis, RA and ankylosing spondylitis are
of long duration. For most of the current coxibs
that have been introduced, the cardiovascular
risks outweigh their beneficial gastroprotective
and anti-inflammatory effects.
However, this presumably does not affect
short-term coxib use for treating or preventing
Rheumatoid arthritis 775
dental, post-operative and other pain, though
prescribers may prefer well-tried simple anal-
gesics in the light of current information.
The new selective COX-2 inhibitor lumiracoxib was licensed in 2003 but was withheld pending review of its adverse effects. It was marketed in 2005 for the treatment of osteoarthritis. The
large TARGET trial showed it to have a gastro-
protective effect compared to non-selective NSAIDs in patients with OA.
Further, a meta-analysis of lumiracoxib
osteoarthritis trials showed that, for a combined
end-point of MI, ischaemic and haemorrhage
stroke and cardiovascular death there was a
slightly lower incidence of adverse cardiovas-
cular events than with non-naproxen NSAIDs,
but about a 40% increased risk compared with
naproxen. Despite all this, as this text was about
to go to press it was announced that the MHRA
has suspended approval for lumiraroxib because
an unacceptable number of patients taking stan-
dard doses for a short period have exprienced
severe liver damage.
Interestingly, the results of this scrutiny of
lumiracoxib safety, provoked by the findings with
other coxibs, indicates that naproxen has rather
different characteristics from other non-selective
NSAIDs and has a relatively low incidence of
adverse cardiovascular events, including small
reductions in both diastolic and systolic blood
pressure. However, the concomitant use of
aspirin probably counteracts these benefits.
Side-effects
NSAIDs are responsible for the largest number of
‘yellow card’ reports to the CSM of any drug
group, reflecting both their numerous side-
effects and interactions (Table 12.15) and their
frequency of use. Most adverse drug reactions
(ADRs) are minor, but the principal adverse reac-
tion, gastric ulceration, may lead to significant
bleeding and severe anaemia, even perforation.
Taking NSAIDs increases the risk of these reac-
tions in RA patients about three times, with a
sixfold increase in the risk of perforation of the
gut. Patients do not become tolerant to this effect
and the incidence of hospital admission due to
gastrointestinal haemorrhage is increasing.
Factors that increase the risk of serious gastrointestinal side-effects by at least 50% include the following:
• Age 65 years.
• History of gastrointestinal problems, e.g.
recent upper abdominal pain, active peptic
ulcer and regular or recurrent use of antacids or antisecretory drugs.
• Previous NSAID intolerance or cessation of
treatment due to gastrointestinal disturbance.
• Cigarette smoking.
• Alcohol consumption
• Any concurrent chronic disease and associated
medications.
NSAIDs may also cause deterioration in renal
function, with fluid retention and oedema.
This is particularly important in the elderly
and in patients in whom renal function is
already compromised, e.g. creatinine clearance
÷30 mL/min. All NSAIDs tend to cause fluid
retention, resulting in acute cardiac decompen-
sation in patients with heart failure and
limited cardiac reserve. There is one Australian
report suggesting that 29% of the hypertension
cases found among the elderly Australian
population are due to NSAIDs.
Other side-effects are rashes, notably with diclofenac, fenbufen and sulindac.
All NSAIDs cause premature closure of the ductus arteriosus if used regularly during pregnancy, delay childbirth and increase the duration of labour.
Minimizing gastrointestinal side-effects
The gastric side-effects of NSAIDs are due to a combination of local irritation and systemic mechanisms, but antisecretory agents (e.g. H2-RAs and PPIs) help to protect against NSAID-induced gastric ulceration.
Also misoprostol, a ‘cytoprotective’ PGE1
analogue, is marketed for co-administration with
NSAIDs to minimize gastric damage, and fixed
combinations with diclofenac and naproxen are
available. Misoprostol may be slightly more effec-
tive than the H2-RAs in preventing gastric
ulcers, but both types of drug are equivalent in
protecting against duodenal ulceration. However, misoprostol may cause severe diarrhoea and other gastrointestinal, central nervous and gynaecological side-effects, which may necessitate withdrawal.
These agents are intended to overcome the
damaging gastrointestinal effects of NSAIDs,
while permitting the anti-inflammatory benefits
to continue. Although the coxibs may make it
possible to minimize the use of antisecretory and
other gastroprotective drugs in a particular
patient, it is likely that prescribers will now
avoid coxib use.
It has been alleged that NSAIDs increase carti-
lage damage in the long term. They are known
Rheumatoid arthritis 777
to suppress bone formation, and have been used to prevent undesirable ossification following total hip replacement. The clinical significance of this in treating RA is unclear.
There is a continuous turnover of articular
cartilage throughout life, and the glycosamino-
glycan (GAG) matrix turns over considerably
more rapidly than the fibrillar collagen. This
remodelling has been reflected in the regression
of joint pathology in some arthritic patients.
Changes in chondrocyte activity affect this
process and may be the pathological basis of OA
and some other arthritides. Local cytokine
release, notably IL-1, may interfere with natural
repair mechanisms and we know that human
cartilage is more sensitive than animal tissue:
this emphasizes the need for caution when inter-
preting the results of experiments with animal
models of rheumatic diseases. Further, it is
known that some NSAIDs modulate IL-1 activity,
e.g. indometacin increases it seven times.
One short-term in vitro study with human
osteoarthritic and normal cartilage has shown
that NSAIDs probably fall into three groups on
the basis of their effects on GAG synthesis: i.e.
stimulatory (e.g. aceclofenac); no effect (e.g.
aspirin, diclofenac, tiaprofenic acid) and inhibitory
(e.g. ibuprofen, indometacin, naproxen). This result
with indometacin may reflect its known effect on
IL-1 levels.
The effects of aspirin and diclofenac appear to
depend on individual cartilage metabolism. Keto-
profen and piroxicam may stimulate GAG
synthesis in young cartilage but not in adults.
Although these laboratory results were
obtained at NSAID concentrations similar to the
plasma levels achieved with normal dosing, it is
notoriously difficult to extrapolate from short-
term in vitro studies to the clinical situation.
These findings provide some rational basis for
NSAID selection, at least in OA, and may be
unimportant if, for example, indometacin is used
for the short-term treatment of acute gout (see
below). However, they may be significant if long-
term use is contemplated in patients with
demonstrable cartilage damage. The effects are
quite distinct from the analgesic properties of
this drug group.
It must be concluded that, despite the advan-
tages and wide use of NSAIDs, there is an
obvious need to develop safer alternatives to the present generation of these agents.
Selection
NSAIDs are often classified by their chemical
structures (see Table 12.14), but this is generally
unhelpful in choosing a product for a patient
except to select a chemically unrelated drug if an
ADR, e.g. hypersensitivity, dictates a change of
medication. The main differences between the
approximately 20 available NSAIDs are their in
vitro potency and the incidence of side-effects.
However, the potency differences do not trans-
late into increased clinical effectiveness at
recommended dosages and there is nothing to
choose between any of the current NSAIDs in
this respect. Thus the principal criterion for
choice is patient acceptability, i.e. minimal
side-effects:
• Ibuprofen has a relatively low incidence of
side-effects and so is a common first choice
for patients with mild symptoms, but it has
relatively weak anti-inflammatory properties.
• Naproxen is more potent, has a reasonable effec-
tiveness/toxicity balance and is conveniently taken twice daily: it is probably the first-line drug for those with moderate symptoms.
• Modified-release forms of diclofenac and
ketoprofen are widely used alternatives.
• Nabumetone has been shown to produce less
endoscopically proven gastric lesions than many other NSAIDs.
Although the coxibs are no longer regarded as a
first-line choice, meloxicam is licensed for the
treatment of pain and inflammation in
rheumatic diseases generally, though the BNF
does not currently list a lower incidence or
smaller range of side-effects. It may cause serious
skin and gastrointestinal reactions. Tiaprofenic
acid may cause severe bladder irritation.
Unfortunately, effectiveness and toxicity seem to be associated with the current range of non-
selective NSAIDs, of which naproxen seems to be preferable (see above and Table 12.15).
Because the products will be taken for long
periods, compliance is aided by the use of drugs or
products with convenient dosing patterns, i.e.
once or twice daily. However, the differences in the
pharmacokinetic properties of the drugs has been blurred by the introduction of modified-release versions of those with a short half-life.
A procedure used by some rheumatologists is
to give a patient a 14- or 21-day supply of each
of three products, to be taken consecutively, and
allow the patient to choose the most acceptable.
If none of the first group chosen is acceptable, a
further selection can be tried. Some 50% of
patients are likely to respond to the first agent
tried, and a further 30% to the second. Approxi-
mately 5% fail to derive satisfactory benefit from
any of this group of drugs.
However, NSAIDs are probably over-
prescribed. They are the principal cause of drug-
related problems in the elderly and are often
used when there is no evidence of inflammation and a simple analgesic would suffice.
Restrictions on specific NSAIDs
Azapropazone
The UK CSM has restricted its use to RA, AS and acute gout only when other NSAIDs have been tried and failed. It is contra-indicated in patients with a history of peptic ulcer. The maximum
daily dose has been reduced to 600 mg for those with RA and AS aged over 60y, and those with impaired renal function.
Piroxicam
The Committee on Human Medicinal Products (CHMP) has advised that:
• Piroxicam should be initiated only by physi-
cians experienced in treating inflammatory
and degenerative rheumatic disease.
• Piroxicam should not be used as a first-line
treatment.
• In adults, use of piroxicam should be limited
only to the symptomatic relief of OA, RA and
AS.
• Piroxicam dose should not exceed 20 mg
daily.
• Piroxicam should no longer be used for the
treatment of acute painful and inflammatory
conditions.
• Treatment should be reviewed 2 weeks
after initiating piroxicam, and periodically thereafter.
• Concomitant administration of a gastro-
protective agent should be considered.
Note Topical preparations containing piroxicam are not affected by these restrictions.
Piroxicam is not recommended for the treat-
ment of acute musculoskeletal disorders in chil-
dren (author’s comment).
Corticosteroids
These are the most potent anti-inflammatory
agents available and are also immunosuppres-
sive. They produce a dramatic response. Some
studies have suggested the prevalence of use of
corticosteroids in RA to be as high as 80%,
accounting for about 25% of all steroid usage.
Although it used to be generally believed that
corticosteroids have little effect on the under-
lying disease process, they may limit the extent
of joint damage if used in early RA (see below),
and during severe inflammatory episodes.
Mode of action
Corticosteroids down-regulate the production of
LTs, PGs, complement components, interferons,
other cytokines and histamine. However, they
are not myelosuppressive because they act on
mature immune cells to prevent B cell and T cell
clone proliferation. In contrast, the antiprolifer-
ative immunomodulators (see below) act on
immune cell precursors in the bone marrow, and
incidentally on all other haemopoietic cells.
Side-effects
Even patients given relatively low doses, e.g.
5 mg prednisolone daily, over long periods may show significant side-effects, and these are more frequent at higher doses, as usual. The effects seen include:
• Fluid retention and hypertension.
• Weight gain (additional to fluid retention). • Loss of bone density (osteoporosis) and
increased risk of fracture.
• Increased susceptibility to infections, e.g.
shingles, chickenpox may be fatal.
• Reduced glucose tolerance.
• Cataract formation and glaucoma. • Impaired wound healing.
• Loss of SC tissue.
Rheumatoid arthritis 779
• Proximal myopathy. • Steroid psychosis.
• Cushing’s syndrome.
• Suppression of the hypothalamic-pituitary-
adrenal axis.
Interactions
Corticosteroids reduce blood levels of salicylates.
Thus, the introduction of steroids in a patient
taking aspirin as an analgesic is illogical. Further,
if a patient is taking an effective dose of aspirin
plus a steroid, withdrawal of the steroid may
precipitate aspirin toxicity. However, use of this
combination has a high risk of gastrotoxicity
and is undesirable.
They have many other interactions that are
not relevant to antirheumatic drugs, and the
reader is directed to the BNF and standard texts for information on these.
Uses
Because of these well-known side-effects, the
corticosteroids have a strictly limited role in the
treatment of RA. They are invaluable when
serious complications occur, e.g. intolerable
pain, uncontrolled loss of function, and espe-
cially vasculitis (p. 805). High doses, i.e.
60-100 mg of prednisolone daily PO, or an equiv-
alent IV or IM injection of methylprednisolone,
may be used in the short term for severe uncon-
trolled rheumatoid disease or for serious
systemic complications, e.g. vasculitis. Pulsed
high doses, e.g. up to 1 g of IV methylprednisolone
on three consecutive days, are sometimes used to
avoid the corticosteroid dependence that occurs
with gradual progressive or prolonged regimens.
Corticosteroids also have a place in the prompt,
short-term relief of severe exacerbations, and
possibly as an adjunct to early SAARD treatment,
to give rapid relief and to prevent early joint
damage, until the SAARD effects are manifest.
However, this application is usually met with
NSAIDs. A few RA patients who are intolerant of
other treatments derive adequate benefit from
low-dose oral prednisolone, i.e. 5.0-7.5 mg/day.
It has been shown that the early introduction
of 7.5 mg/day of prednisolone following diag-
nosis, in addition to other treatments, retards
joint erosion over a 2- to 4-year period. With-
drawal of the steroid in the third year may result
in the initiation of joint damage in some
patients and its resumption in those with joint
damage at the start of corticosteroid use. This
anti-erosive dose should be reduced gradually to
zero after 2-4 years, in order to avoid long-term
ADRs.
In very elderly patients, corticosteroids may
be used for the maintenance of already
limited mobility and function, when their
advantages, including an increased sense of
well-being, may outweigh their long-term
disadvantages.
Local corticosteroid treatment. Water-
insoluble corticosteroids, e.g. triamcinolone hexa-
cetonide or methylprednisolone acetate, may be
injected into a particular joint, with aspiration of
excess synovial fluid, to control a local flare-up
there. Provided the injection is placed correctly
in the joint, and leakage does not occur, periar-
ticular SC atrophy should not be a problem.
Intra-articular injections provide periods of relief
that vary from a few days to months, but such
injections should not be used more than three
times annually, in order to avoid further joint
damage. If greater frequency is indicated, an
alternative treatment should be sought. Corti-
costeroid joint injections must always be carried
out with scrupulous aseptic technique to avoid
the possibility of infection. Joints must not be
injected if infection is suspected, as the steroid is
likely to exacerbate the problem.
Tendons and bursae may also be injected. However, it is essential to inject the tendon
sheath and not the tendon itself, otherwise tendon rupture is likely. Because the Achilles tendon (in the heel) does not have a proper
sheath it should not be injected. Corticosteroid eye drops are essential for the control of serious eye complications (Table 12.9).
Analgesics
Simple and compound analgesics, e.g. para-
cetamol (acetaminophen) and codeine- and dihydrocodeine-based products (see Chapter 7) are used at any stage as ‘top up’ therapy if additional pain control is required. However, because inflammation is central to RA, analgesics are
inappropriate as monotherapy.
Pharmacotherapy: slow-acting
anti-rheumatic drugs (SAARDs)
Introduction
Patients with mild disease are treated satisfacto-
rily with NSAIDs. Those with moderate to severe
disease, or if there is a progression from mild to
moderate symptoms or signs, need a SAARD (see
Table 12.13). If a SAARD is effective and tolerated
in a particular patient, any of these second-line
agents will improve both the joint problems and
any extra-articular symptoms and will abolish
the need for corticosteroids, or spare the steroid
dose. Patients usually require an NSAID in the
early stages, if they are not already taking one, to
provide symptom relief until the SAARD is fully
effective. If there is no objective evidence of
benefit with a SAARD after 6 months, it should
be discontinued and an alternative sought.
Irreversible joint damage and impairment of
function tend to occur early in the course of the
disease, especially in the 2 years following diag-
nosis, so SAARDs should be used immediately a
firm diagnosis of RA has been made, i.e. much
earlier than previously recommended and
certainly within the first 2 years, to achieve
maximal benefit. Careful monitoring for both
effectiveness and toxicity is essential, especially
in the early stages of treatment. It may be impor-
tant to try to identify those patients in the subset
who are likely to suffer more aggressive disease.
Some patients may benefit from combination
SAARD therapy, especially if they have
responded partially to monotherapy, but the
response is very variable. One small North
American study found that methotrexate-SSZ-
hydroxychloroquine triple therapy gave at least a
50% improvement in symptoms over single
agents, with no evidence of excessive toxicity.
In a Dutch trial, an intensive regimen with
methotrexate-SSZ-prednisolone gave significant
improvement over SSZ alone, but this benefit
disappeared when the prednisolone was with-
drawn. Patients who respond well but incom-
pletely to methotrexate may benefit from the
addition of ciclosporin.
The modes of action of most of these agents in
RA are uncertain, but they are all mildly or
significantly cytotoxic and should suppress
lymphocyte activity and so the inflammatory
response (see Chapter 2).
Antiproliferative immunomodulators
These are arguably the most effective of the
second-line agents, but they have a relatively
high incidence of ADRs (see also Chapters 10 and
14) and there are hazards associated with long-
term immunosuppression. They are therefore
used only for patients with proven, moderate or
severe or progressive disease that is not
adequately controlled by NSAIDs, or who cannot
tolerate other products. This is especially impor-
tant with RA because, although distressing, it is
rarely fatal and requires prolonged treatment.
Use is usually restricted to specialized units with adequate monitoring facilities, particularly for undesirable myelosuppression while causing desirable damage to immune stem cells, producing immunosuppression. In contrast, corticosteroids act on mature immune cells and so do not cause myelosuppression.
All antiproliferative (cytotoxic) drugs are
teratogenic and may have side-effects on sper-
matogenesis. They are therefore avoided, used
with great care, or may be absolutely contra-
indicated, in women of child-bearing age
and those who are breastfeeding. Exceptionally,
they may be considered for the control of a
severe exacerbation in a woman who is already
pregnant: this is a matter for discussion and
cooperation between rheumatologist and
gynaecologist, and possibly a specialist in cyto-
toxic chemotherapy (see Chapter 10 for a more
detailed discussion).
Methotrexate
Methotrexate is a dihydrofolate reductase
inhibitor, and so blocks folate synthesis.
Methotrexate is licensed for the treatment of
moderate to severe active RA that is unrespon-
sive to ‘conventional’ therapy. It is relatively
well tolerated at the lower doses (5-25 mg
weekly) used in rheumatology. It is currently
the first choice of many rheumatologists and is
increasing in popularity because it has a simple
once-weekly dosage regimen: severe adverse
reactions have resulted from daily dosing, so
Rheumatoid arthritis 781
pharmacists need to take special care when
dispensing methotrexate. However, its drop-out
rate after 1-2 years is only about 40-50% of that
found with other SAARDs. Nevertheless,
methotrexate must be used with great care if
there is any evidence of renal or hepatic impair-
ment (it may cause liver cirrhosis) or of the
pulmonary complications of RA. Renal impair-
ment may lead to the accumulation of toxic
levels. The UK’s CSM advises a full blood count,
and also that renal and liver function tests be
made initially and weekly until patients are
stabilized, and then at 2- to 3-month intervals
thereafter. Patients should promptly report any
occurrence of sore throat or fever, and any
other signs of infection.
Methotrexate is unsuitable for the treatment of
RA in pregnant women (it has been used as an
abortifacient), and contraceptive precautions
must be taken both during and for 6-12 months
after therapy. Methotrexate also damages sperma-
tozoa, and there should not be any attempt
made at conception by men within 6 months of
its use.
Azathioprine
This agent is a prodrug, being metabolized slowly to 6-mercaptopurine, a purine antagonist. Like methotrexate, azathioprine is widely used, but it has a slower onset of action.
In addition to their use in treating RA, these two drugs are used to treat severe, progressive psoriatic arthropathy (see Chapter 13). In this setting, azathioprine seems to be the more effec-
tive for the arthritic symptoms, and methotrexate for the skin lesions.
Cyclophosphamide
This nitrogen mustard is an effective DNA alkyl-
ating agent, with a rapid onset of action, though it causes a very high incidence of side-effects (90% of patients). Chlorambucil is chemically related to cyclophosphamide, but tends to produce fewer short-term side-effects.
Azathioprine, cyclophosphamide, and sometimes
chlorambucil, are usually used as reserve agents.
Other immunomodulators
One promising development is the use of low-
dose ciclosporin (see Chapter 14), which can
improve all clinical parameters in severe RA.
Ciclosporin inhibits T cell activation and cytokine
production, and so is immunosuppressive, but is
not myelosuppressive. Because long-term treat-
ment is required, careful determinations of drug
blood levels and serum creatinine are essential to
avoid nephrotoxicity. This does not appear to be
as significant a problem with the low-dose regi-
mens that have been used in RA as in those used
for immunosuppression in organ transplanta-
tion. However, ciclosporin is usually reserved for
non-responders or those intolerant of other
drugs. Two formulations with very different oral
bioavailabilities are available, so extra care is
needed in prescribing and dispensing.
Leflunomide is a reversible inhibitor of dihydro-
orotate dehydrogenase, an enzyme believed to
be involved in the autoimmune processes
leading to RA. It appears to reduce the symptoms
and signs of RA significantly and retards joint
damage. However, it may cause severe hepato-
toxicity, so patients’ liver function should be
monitored regularly, especially in the first
6 months of use. It has a very long half-life,
partly due to its active metabolite. Because it
has serious effects on germ-line cells, its long
persistence means that fertile women must take
strict contraceptive precautions before starting,
during, and for at least 2 years after stopping
treatment.
Men are also affected, but the
restriction period after their treatment is reduced
to at least 3 months. Plasma level monitoring
is required throughout. The long half-life
also means that any serious ADRs will also
be prolonged. A washout procedure using
colestyramine or activated charcoal for 11 days is
available (see the manufacturer’s literature) to
limit side-effects and to reduce the waiting
period before attempting conception.
Sulfasalazine (SSZ)
This was introduced for the treatment of inflam-
matory bowl disease (IBD; see Chapter 3). In RA,
SSZ is as effective as penicillamine, and slightly
less so than gold, but has significant advantages
over both of these. It has a faster onset of action than the other agents and is less toxic, and so
has emerged as a first-line drug, like methotrexate, if NSAIDs are ineffective or are not tolerated, or if symptoms are moderate to severe.
Adverse effects (see Table 12.13) are more
likely to occur in older patients, those who have
previously used other disease-modifying agents
and in slow acetylators. The most serious ADRs
are due to myelosuppression, e.g. occasional
leucopenia, neutropenia and thrombocytopenia,
rarely agranulocytosis and aplastic anaemia, and
hypersensitivity reactions, e.g. anaphylaxis,
Stevens-Johnson syndrome and exfoliative
dermatitis. Thus full blood counts, including
differential white cell and platelet counts, should
be performed before starting treatment and at
monthly intervals for the first 3 months. Liver
function tests should be carried out at the same
time. The UK’s CSM recommends that patients
taking SSZ should be advised to report any
unexplained bleeding, bruising, purpura, sore
throat, fever or malaise. Those with glucose-6-
phosphate dehydrogenase deficiency may
develop haemolytic anaemia.
The UK product licence in RA is only for the
enteric-coated tablets, because trials were carried
out with that dosage form. It was felt that
patients who had been taking NSAIDs for some
time might be more susceptible to gastro-
intestinal disturbance, though this has not been
established, and the benefits of enteric coating
have been challenged for patients with IBD.
Though these points require confirmation, it is
reasonable to proceed more cautiously in
patients who have experienced gastrointestinal
problems or have been taking other SAARDs and
to increase the dose at 14-day intervals, rather
than the recommended 7, up to the normal
maximum of 2-3 g daily. However, as many
patients may withdraw from SSZ treatment as
from gold and penicillamine, mostly in the first
few months.
Patients should be warned that the urine may be coloured orange-yellow and that extended-wear contact lenses may be stained.
The activity of SSZ in RA, and its side-effects,
appears to be related primarily to the sulfapyri-
dine moiety and not to the salicylate compo-
nent, which provides the benefit in IBD. This
finding has prompted a re-investigation of the possibility of a bacterial aetiology for RA. As antimicrobials, the sulphonamides are competi-
tive antagonists of p-aminobenzoic acid, thus
inhibiting folate synthesis. Because human cells are unable to synthesize folate, this cannot be the basis of its anti-inflammatory action. Thus its mode of action is unknown.
Other SAARDs
Like most other SAARDs, these agents (gold, peni-
cillamine and antimalarials) have a slow onset of
action (unlike the NSAIDs), and it make take
4-6 months for their effectiveness to be fully
apparent.
Modes of action in RA. These are mostly
unknown and several different mechanisms are
likely. Gold salts may inhibit the activation and
maturation of phagocytic and T cells, but their
anti-inflammatory activity in conditions other
than RA is minimal. The only certain activity of
penicillamine is as a chelating agent for heavy
metals, but this is not the basis for its action in
RA, in which it causes a marked reduction in the
levels of RFs (IgMs), by unknown mechanisms.
Antimalarials are known to have mild cytotoxic
activity.
Clinical activity. Up to 70% of patients may
show improvement in both symptoms and the
objective indicators of disease activity, e.g. ESR,
CRP, RFs and anaemia, though the extent of such
improvement is very variable. Older SAARDs are
usually reserved for patients who are unrespon-
sive to methotrexate, SSZ or ciclosporin, or who are
intolerant of these. Because SAARDs are not cura-
tive, drug administration is necessary for as long
as active disease persists and side-effects are
tolerated.
Toxicity. SAARDs are significantly more toxic
than NSAIDs, and so are used only in moderate
to severe and progressive disease. They require
careful monitoring with full haematological and
other tests as appropriate (see Table 12.13). It is
thus essential that patients are counselled care-
fully to ensure they appreciate fully the possible
advantages and disadvantages of treatment with
Rheumatoid arthritis 783
these drugs, and that they are prepared to co-
operate in the regular monitoring procedures
required.
Gold salts
These are available as both oral and IM formula-
tions. The most common side-effect with the
oral form is diarrhoea, but the range of toxicities
of the oral and IM agents is otherwise similar,
though the injectables are more troublesome.
Sodium aurothiomalate (gold sodium thioma-
late) is the only injectable gold salt available in
the UK and is equivalent to others that are avail-
able elsewhere, e.g. aurothioglucose. It is given by
deep IM injection, followed by gentle massage at
the injection site. Therapy is initiated with one
or more small test doses to minimize the possi-
bility of a major idiosyncratic adverse reaction.
Aurothiomalate is continued with weekly doses
until clinical improvement is apparent, usually
at 2-4 months, about 300-500 mg cumulative
dose, or there are significant side-effects (e.g.
rashes, blood dyscrasias, renal or hepatic toxi-
city). If a favourable response is seen, mainte-
nance is continued with a lower 2- to 4-weekly
dose, as long as the drug is tolerated, for up to
5 years after complete remission. If relapse
occurs, treatment is stepped up to the initial
dose level until control is regained. Complete
relapse must be avoided, if possible, because
second courses of gold are usually ineffective.
Treatment is stopped if no benefit occurs when a
total dose of 1 g is reached, usually after about
6 months.
Because of its toxicity, careful monitoring is mandatory, especially with sodium aurothiomalate (see Table 12.13).
Auranofin is the orally active agent. The initial
twice-daily dose is increased by 50%, to three
daily doses, after 6 months if the response is
inadequate. The bioavailability is about 25%, but
when steady-state serum concentrations are
reached after about 10 weeks, less than 1% of the
ingested dose is retained in the body. However,
serum levels do not correlate with activity or
side-effects. Patients can be transferred from
parenteral gold to auranofin directly, without
overlap or washout. However, auranofin is
relatively little used.
Penicillamine
This oral agent is slightly less active than gold
and has a similar spectrum of side-effects,
though it is somewhat better tolerated. The daily
dose is increased every 4-8 weeks until clinical
improvement occurs, and the maintenance dose
is then held at that level. Administration is
usually stopped if it has not produced benefit
after 1 year or if unacceptable side-effects or
toxicity occur.
Side-effects may occur in up to 50% of
patients, but often respond to dose reduction or
to temporary withdrawal of the drug (see Table
12.13). Minor side-effects, e.g. taste disturbance and nausea, usually clear with continued use.
Antimalarial drugs
Chloroquine and hydroxychloroquine are relatively
weak antirheumatic agents that are used in
rheumatology at about five times the dose used
for malaria prophylaxis. Although they are often
taken as antimalarials for prolonged periods
without problems occurring, the combination of
the increased dose, possible greater susceptibility
of rheumatoid patients and the fact that anti-
rheumatic treatment is likely to be very
prolonged, greatly enhances the possibility of
significant side-effects (see BNF, Section 10.1.3),
notably rashes, myopathy and retinopathy.
Although retinopathy is rare in patients with
normal renal and hepatic function, fear of blind-
ness has limited the use of these drugs. Chloro-
quine, which is significantly the more toxic to
the retina, is used to treat RA only if treatment
with all other drugs has failed. The BNF advises
that retinal toxicity is very unlikely with doses of
hydroxychloroquine sulphate up to 4 mg/kg daily,
calculated on the basis of lean body weight in
obese patients. However, the maximum dose is
6.5 mg/kg daily, not exceeding a total of
400 mg/day. Early retinopathy appears to be
reversible: this places a premium on patient
counselling to ensure that they appreciate the
importance of stopping treatment immediately
they are aware of any visual impairment, and of
prompt ophthalmological referral. The Royal
College of Ophthalmologists gives the following
advice, updated 2004:
• Baseline assessment should include:
- Establishment of normal renal and hepatic
function.
- Enquiry for visual impairment not
corrected by glasses.
- A recording of near visual acuity (with
glasses if used) by a reading test.
- A check by an optician if there is any visual
impairment.
• If no abnormality is detected, commence
treatment with hydroxychloroquine sulphate.
The annual evaluation should comprise a simple enquiry about vision and repetition of the reading test.
• Patients should:
- Be referred to an ophthalmologist if any
visual impairment or eye disease is
detected at baseline assessment.
- Stop treatment and consult the prescriber
immediately if any change in visual acuity
or blurred vision develops.
- If long-term treatment is required, an
ophthalmologist should be involved in
regular monitoring.
These drugs have rather complex pharmacoki-
netics, with a wide variation in elimination
half-life between patients. The route of excre-
tion is mainly renal. The drugs are widely
distributed in the body and are very strongly
bound in the melanin-containing tissues of the
skin and the eye. They are very persistent;
indeed, chloroquine has been reported to be
detectable in the retina 16 years after stopping
treatment!
There are anecdotal reports of benefit from
normal antimalarial doses, which are smaller
than those used in RA, when patients with RA travel to malarious areas and some patients with mild disease may benefit from such doses, with their preferable safety profile.
An advantage of these drugs is that they can be continued in pregnancy, but breastfeeding should be avoided if it is essential to continue with this treatment.
Mepacrine is a former antimalarial agent that has been superseded by more effective drugs. However, it is occasionally used to treat RA unre-
sponsive to other agents, discoid lupus erythe-
matosus (p. 800) and the protozoal infection
giardiasis (see Chapter 8).
Cytokine inhibitors
Currently three inhibitors of TNFa, a potent pro-
inflammatory agent, are available. These are
adalimumab, etanercept and infliximab. Anakinra
inhibits interleukin-1 (IL-1) activity (Table 12.16).
Use
Adalimumab and etanercept are licensed for use in
severe active and progressive RA in patients who
have not been treated with methotrexate and
have failed to respond adequately to other
SAARDs. It is normally used together with
methotrexate, but if the latter is inappropriate it
may be used alone.
Anakinra is licensed for use in combination
with methotrexate in patients who have not
responded to methotrexate alone. However, NICE
guidance is that it should not be used for the
routine management of RA, but only in patients
participating in a controlled long-term clinical
Rheumatoid arthritis 785
trial. Further, it is not recommended by the
Scottish Intercollegiate Guidelines Network.
There are special British Society for Rheuma-
tology and NICE guidelines for the use of these
agents and a special Biologics Registry has been
established by the British Paediatric Rheuma-
tology Group.
TNFa inhibitors
All of these agents are potent immunosuppres-
sives and may trigger latent infections by
Mycobacterium tuberculosis and varicella-zoster
virus (VSV, see Chapter 8). Patients should there-
fore be checked for infections, especially latent
or active TB, before treatment commences. Any
active infection is a contra-indication until effec-
tive antimicrobial treatment has been instituted
and the disease is controlled. Further, patients
should be monitored for infections during and
after treatment and should be instructed to
report any signs of infection, e.g. persistent
cough, weight loss or fever for TB. If VSV infec-
tion is likely, varicella-zoster Ig is appropriate. If there are severe side-effects with these agents (Table 12.16) or no response within 3 months, treatment should be discontinued.
Other drugs and treatments
Many other approaches, mostly immunomodu-
latory, have been used in an attempt to control RA, but all of these procedures remain experimental.
The bisphosphonate disodium pamidronate has
been shown to be effective in AS (see below), and
may prevent joint erosions in psoriatic
arthropathy (see above and Chapter 13), if used
early enough. Other bisphosphonates may act
similarly.
Thalidomide (unlicensed drug) has marked
anti-inflammatory and immunomodulatory
properties, suppressing superoxide and hydroxyl
free radical formation. It has shown good results
in RA within a few weeks, and remission may last
for years in some patients, though others may
relapse 2 months after stopping the drug. Some
patients may remain symptom-free with low-
dose maintenance treatment. The most common
side-effects are drowsiness, constipation and leg
oedema, with no evidence of neuropathy. The
well-known teratogenicity of thalidomide restricts
its use to males and postmenopausal females. It
is available through the named patient proce-
dure, and its application in RA should only be
undertaken under the supervision of a specialist
experienced in its use.
Intra-articular injection of osmium tetroxide
(osmic acid, preceded by a local anaesthetic plus
methylprednisolone) has been used for synovial
ablation, as an alternative to surgical synovec-
tomy. About 70% of patients with severe refrac-
tory joint problems may benefit, but pain may
recur. Complete regeneration of both synovial
membranes and nerve endings occurs after a
variable period.
Epoetin, or darbepoetin (longer-acting), may
correct the resistant anaemia of active disease.
Any iron, vitamin B12 or folate deficiency
requires correction before commencing epoietin
treatment.
In addition to haematological
improvement these agents also reduce the ESR and improve well-being. Use in RA is an unlicensed indication.
As in asthma (see Chapter 5), LT antagonists
are under investigation for use in the arthritides.
Tenidap appears to have multiple actions: it
inhibits COX and 5-lipoxygenase and also IL-1
formation and action. Injection of IL-1 receptor
antagonist protein (IRAP, IL-1ra) has improved
symptom scores in patients with active severe
RA, with minimal side-effects, though it is likely
to be immunogenic. A liposomal formulation of
the latter has been proposed for injection into
joints, but no products have yet been marketed.
Evidence is accumulating that synovial macrophages and fibroblasts may be more important than T cells, and this is an active
research area.
One limitation of the biological agents is that
they are themselves immunogenic, so they need
to produce long-lasting results with a single
short course of treatment: repeat courses are
unlikely to succeed. However, because immuno-
genicity is highly specific, treatment with
another biological agent may be possible.
Further, although many of them are human, or
humanized, recombinant products they still
have numerous side-effects. For example, adali-
mumab, etanercept and infliximab can cause blood
pressure abnormalities, gastrointestinal distur-
bances, skin rashes, respiratory and central
nervous problems. Epoetin may produce severe
hypertension, thromboembolism, RBC aplasia
and skin reactions. These agents should be used
only by specialists experienced in their use.
Levamisole, an immunostimulant ascaricide used against roundworm infections, is avail-
able on a named patient basis, and dapsone,
which has both immunosuppressive and pro-
inflammatory properties, have also been used. Both are unlicensed indications.
Yttrium-90 radiocolloid has been injected
into inflamed joints as a local cytotoxic and
immunosuppressive agent, with variable success.
Tetracycline antibiotics, e.g. minocycline, have
been used on the hypothesis that RA is caused
by mycoplasma infections, or is associated
with them. Although some success has been
achieved it is unclear whether this is due to
their antimicrobial or immunomodulatory properties or to inhibition of phospholipase A2 and collagenases.
It has also been suggested, but unproven, that
selenium supplementation is beneficial. Sele-
nium is an essential trace element and a
component of glutathione reductase, but the
recommended daily allowance should not be
exceeded because it is very toxic in overdose. This
is difficult to manage because the selenium
content of drinking water varies widely with the
locality, so the local water supply utility should be
consulted. Selenium supplements are available
only via ‘health food’ suppliers.
Fish oil supplements, e.g. Maxepa, may help some patients with RA, but not OA.
Surgery
Orthopaedic surgery has a great deal to offer in the management of local problems when medical management has failed to give adequate control. However, it is important for surgery to be performed before joint damage is so far advanced that good function cannot be restored. The most successful procedures are:
• Arthroplasty.
- Total hip replacement (success rate 95%).
– Total knee replacement (success rate 90%).
• Removal of metatarsal heads, for eroded,
subluxed MTP joints.
• Elbow synovectomy and removal of the radial
head.
Other procedures include hand and wrist surgery,
especially for tendon release, and fusion of the
cervical spine if instability causes spinal cord
compression. Arthroplasty of the PIP joints has
successfully restored hand function. Operations
on other joints are less common. Arthrodesis and
osteotomy (p. 761) are used occasionally.
Juvenile idiopathic chronic arthritis
Definition and epidemiology
Juvenile idiopathic chronic arthritis (JIA) is the
neutral, catch-all classification of conditions that
used to be called juvenile chronic arthritis, juve-
Rheumatoid arthritis 787
nile RA and Still’s disease. In only about 5% of
patients does the condition resemble adult RA.
In the remainder it is clinically and pathologi-
cally distinct from RA, although there are certain
similarities.
It may be defined as persistent joint swelling
starting before the age of 16, other diseases
being excluded. However, some rheumatolo-
gists define it more tightly as synovitis occur-
ring in at least 1-4 joints persisting for at least
6 weeks, or a lesser number of joints confirmed by biopsy. Additional joints may become
involved after some months. The condition is variable in presentation and its true nature may become apparent only some time after the first appearance of symptoms.
The UK incidence is about 1 in 10 000, with a prevalence of 1 in 1000, making it one of the
commonest chronic childhood diseases, and JIA is a major cause of childhood disability.
Aetiology and clinical features
The condition often presents as swelling of a
large joint, e.g. knee, ankle or wrist joint, in that order of frequency. Arthritis of a single small joint is unusual, but the fingers, toes, hip, shoulder, spine and jaw may become involved, usually assymmetrically (see RA, p. 764). Knee involvement may sometimes be associated with a Baker’s cyst (see p. 766).
Fever, lethargy, weakness and discomfort often
occur, but significant pain is unusual, though
young children often cannot give a good history.
Diagnosis, management and prognosis
Diagnosis may be difficult unless the clini-
cian is familiar with normal musculoskeletal development in children.
The five or so disease states encompassed by
JIA are currently classified according to the
pattern of clinical presentation, but the bound-
aries between the various groups are difficult to
define. These groups are classified by the
European League Against Rheumatism as given
below.
• Systemic onset:
- 20% of patients.
– Usually starts in early childhood, but onset
is possible up to the age of 17.
- Often infection-associated.
- High fever, systemic symptoms and rash
that often remit after a few weeks.
- May be oligoarticular or widespread.
Children with polyarthritis have poor prognosis.
• Persistent oligoarticular:
- One to four joints involved.
- 50% of patients, mainly girls under 5 years,
F:M 5:1.
– Associated with HLA-B27 in older boys, but
this may be an early indication of AS (p.
789). Other HLA-DR associations suggest
the possibility of UC (see Chapter 3). Anti-
nuclear antibodies (ANA) are present in
about 75% of this group, but may also
suggest the possibility of SLE (p. 798). Most
develop one of the seronegative spondylo-
arthritides (see below) and possibly IBD
(see Chapter 3).
- Probable increased risk for anterior uveitis
(20% of patients in this group). Early diag-
nosis and treatment are essential to avoid sight problems or blindness.
• Extended oligoarticular, i.e. starts as oligoar-
ticular and progresses to further joint involve-
ment with anterior uveitis. Prognosis is
poorer than in the persistent oligoarticular
group.
• Polyarticular (RF negative). 25-30% of
patients, usually girls under 5 years, with
symmetrical arthritis of upper and lower limbs. Eye and growth problems may be significant.
• Polyarticular (RF positive). Presents in older
children and resembles adult RA, but erosions
occur rapidly (see above).
• Psoriatic juvenile onset arthritis. Similar
arthritic pattern to the extended oligoartic-
ular group, which may precede psoriasis by many years (see Chapter 13).
• Enthesis-related arthritis. This is probably a
precursor to adult AS (see below). It mostly
affects boys over 8 years, and initially affects
the feet and knees. The characteristic pelvic
and spinal symptoms of AS may appear later.
The diagnosis and management of JIA is
normally carried out in specialist centres, with
the involvement of a multidisciplinary team.
Diagnosis is made solely on clinical grounds and
may initially be difficult because of the variety of
systemic diseases that can cause joint symptoms
(see Table 12.3). However extensive investiga-
tion, although not required for diagnosis, may
be needed to exclude these possibilities, espe-
cially septic arthritis. Marked systemic symp-
toms, e.g. fever, weight loss, bone and night
pain, may indicate an alternative diagnosis. A
single inflamed joint requires joint aspiration to
exclude the possibility of infection or crystal
deposition disease (p. 791).
Generally, the outlook is better than in adult RA of comparable joint involvement, and about 75% of patients have no significant residual
disability. Occasionally, amyloid disease (p. 807) and eye involvement may be severe.
The principal aim of management is to ensure that there is a minimum of physical, educational and social disability while the symptoms are
present and when the disease eventually becomes inactive.
Pharmacotherapy
This resembles that in adult RA, with appropriate
allowance for the fact that children are particu-
larly vulnerable to blood dyscrasias and develop-
mental abnormalities. Aspirin must not be used
in children and adolescents under 16 years old
because of the risk of Reye’s syndrome until an
unequivocal non-febrile diagnosis has been
made. Paracetamol (acetaminophen) is preferred.
NSAIDs (usually diclofenac, ibuprofen, naproxen or
piroxicam) are the usual basis of treatment.
Corticosteroids, methotrexate and hydroxy-
chloroquine are used as a last resort in severe
systemic disease, but corticosteroids may be used
to manage symptoms until methotrexate gives
relief. The anti-TNF agent etanercept (p. 785) is
the only anticytokine that is licensed for use
in JIA.
Seronegative spondarthritides
This group of inflammatory diseases has two
features in common. As the name implies, they affect the spine and rheumatoid factors are absent. Other common features are:
• Sacroiliitis, causing buttock pain.
• Enthesitis, i.e. inflammation of the points of
insertion of tendons or ligaments into the
bones (Figure 12.1).
• Associations with:
- Psoriasiform skin lesions (see Chapter 13).
- IBD (see Chapter 3).
- Eye inflammation, i.e. conjunctivitis and
iritis.
- Reactive arthritis (see below). They include:
• Ankylosing spondylitis.
• Reiter’s syndrome (p. 809).
• Psoriatic arthritis (see Chapter 13).
• Enteropathic arthritis, associated with IBD
(see Chapter 3).
Ankylosing spondylitis
Definition and epidemiology
Ankylosing spondylitis (AS) is a seronegative,
chronic spondyloarthritis, i.e. it is an inflamma-
tory disease, primarily involving the spine, even-
tually leading to fusion of the vertebrae. Young
adult males are the most likely to have significant
symptoms.
The disease affects about 15/10 000 of UK
Caucasian populations with a male:female ratio
for incidence of about 4:1 for moderate to severe
disease, though mild disease is more common in
women, the overall M:F ratio being about 2:1. AS
is less common in East Asians and Blacks, with a
prevalence about half that in Caucasians. Onset
is mostly in the 20-40-year age group, the
principal age of onset being 20-25 years, but
the inflammatory symptoms may remit in
older patients. However, residual joint damage
persists. Some 10% of first-degree relatives
also have AS, and there is a familial association
with the other diseases mentioned above (see
Table 12.2).
Aetiology
This is unknown, but HLA-B27 occurs in more
than 95% of Caucasian patients with uncompli-
cated AS showing no other symptoms, whereas
its prevalence in the general population is about
6%. HLA-B27 occurs infrequently in Black races
and Japanese, who rarely suffer from AS, and the
frequency of this gene in patients suffering from
both AS and psoriasis or IBD is reduced to 60%.
If HLA-B2 occurs in Blacks it confers an increased
risk. There are more than 10 variants of the HLA-
B27 gene, some of which clearly confer a predis-
position to develop these diseases, though others
seem to be protective. However, AS appears to
be a multigenic condition, with other MHC
associations.
There is an environmental component, prob-
ably an unidentified infective agent. HLA-B27
has an important role in antigen presentation to
T cells. One small trial has indeed shown the
presence of cytotoxic (CD8 ) T cells that recog-
nize arthritogenic bacteria (e.g. Salmonella,
Yersinia) and possibly also auto-antigens in
arthritic joints, and kill infected cell lines.
A suggestion that Klebsiella pneumoniae is
implicated has been disputed.
Pathology
The hallmark of AS is bilateral inflammation of
the non-synovial sacroiliac joints at the base
of the spine. The inflamed areas are infiltrated
with mature lymphocytes, including plasma
cells. The synovitis that occurs at other joints is
similar to that in RA, but enthesopathy (inflam-
mation of the points of attachment of tendons to bone) is a prominent feature. The interverte-
bral ligaments are especially affected. There is a high tendency for ankylosis and calcification, usually a variable ascending spinal ankylosis, and the whole spine may become rigid in patients with advanced disease.
Clinical features, diagnosis and complications
Onset is usually insidious, initially with episodic
low back pain and stiffness, especially in the
morning. Much of this arises from pelvic joint
inflammation, especially the sacroiliac joints,
causing moderate to severe pain and stiffness in
the buttocks and lower back. The pain may alter-
nate between the two sides. Systemic malaise,
tiredness, anorexia and weight loss also occur,
but are less severe than in RA. Some 20% of
patients, usually the younger ones, present with
peripheral joint problems.
Diagnosis is based primarily on the clinical
features and X-rays.
Plantar fasciitis, i.e. inflammation of the
enthesis of the plantar fascia, the long, tough
ligament that supports the arch of the foot and
connects the calcaneum (heel bone) and the
metatarsal bases. It is subjected to considerable
stress, because it has to stretch with each take-off
from the ball of the foot when walking, running
or jumping. It is commonly associated with a
plantar spur, an outgrowth from the forward
edge of calcaneum, due to excessive traction on
the enthesis. Plantar fasciitis is common in
runners whose shoes do not have adequate cush-
ioning, in people with flat feet who are standing
for most of the day and in AS.
Spinal rigidity compromises posture and
movement, and respiration becomes wholly
diaphragmatic if the rib articulations in the
thoracic spine are severely affected. Serious
spinal fractures can occur in patients with rigid
spines.
Iritis (anterior uveitis) may occur in 25% of patients, the severity being unrelated to that of the arthropathy.
Management
The aims of management are the relief of pain, with anti-inflammatory analgesics, and the minimization of stiffness and deformity, by physiotherapy.
Early diagnosis and forceful education about
the value of a regular programme of morning
exercises, to prevent the formation of calcified
bridges between vertebrae, are the basis of
successful management. Plantar fasciitis is
treated by relieving pressure on the enthesis with
a suitable pad and ensuring suitable footwear.
Rest and a local injection of corticosteroid may
also help.
However, without good pain management it may be impossible to maintain an effective exercise regimen.
NSAIDs are the mainstay of symptomatic treat-
ment and are very effective if used in full dosage.
Aceclofenac and meloxicam are licensed for the
treatment of AS and are probably the drugs of
first choice. Indometacin, one of the most potent,
is often used, though any NSAID that is tolerated
will usually be satisfactory. A COX-2 inhibitor
that has relatively low cardiovascular toxicity,
e.g. lumiracoxib (see above), may be preferable if
a patient is at risk of gastrotoxicity and it proves
effective.
Once improvement has occurred, the dose is
stepped down to the minimum necessary to give
reasonable control of symptoms, and this level
should be maintained as a permanent prophy-
lactic dose, regardless of apparent disease
activity, provided that side-effects are not too
obtrusive.
A long-acting NSAID (see above), or a modified-
release formulation, taken at night may reduce the morning stiffness.
A bisphosphonate, e.g. standard-dose
monthly IV disodium pamidronate, has been
shown to be effective in patients who do not
respond to NSAIDs. The bisphosphonates are
used widely to treat osteoporosis because they
inhibit bone resorption and so reduce bone
turnover. This approach is logical to prevent the
development of osteophytes and the abnormal
bone growth that leads to spinal ankylosis. Any
of the other bisphosphonates, e.g. alendronic
acid or risedronate sodium, should act similarly, but are not yet proven to be effective. However, this is likely, and they would obviate the need for repeated IV infusions. This advance in phar-
macotherapy is very welcome, though the
benefit demonstrated so far is modest. These are unlicensed indications.
Cytokine (TNFa) inhibitors, e.g. adalimumab,
etanercept and infliximab, have been shown to give
significant improvement (see above; also in psori-
atic arthropathy), but etanercept and infliximab are
the only ones licensed for use in AS. They are
approved for adult patients with severe symp-
toms that have not responded to conventional
agents. Cost, and the necessity for repeated SC
injections (etanercept) or IV infusions (infliximab)
are significant problems. The development of
antibodies limits their utility (see above). They
should be discontinued if there is no response
within 6 weeks of the initial injection or infusion.
SAARDs, e.g. gold and penicillamine (see above),
are not generally useful. SSZ or methotrexate may
help to control any associated peripheral
arthropathy, but have little effect on spinal
inflammation.
Common features and pathology 791
Local corticosteroid injections may also be helpful for peripheral joint problems or enthesopathies.
Active physiotherapy, with a planned morning
exercise programme, is invaluable for the mini-
mization of spinal rigidity, the maintenance of
function and to prevent spinal deformity. Swim-
ming is especially recommended because the
increased body buoyancy permits exercise but
minimizes joint stress. Rest and immobility, e.g.
splinting, increase the risk of deformity.
Surgery (arthroplasty, especially total hip replacement) may be necessary for severe hip involvement, and to manage the vertebral frac-
tures that occur in a rigid and osteoporotic spine. Other spinal procedures are hazardous.
A single course of spinal radiotherapy is used
occasionally, and is anti-inflammatory within
the radiation target area. Repeat courses are
contra-indicated because they produce a high
incidence of leukaemia and soft tissue tumours.
The prognosis is relatively good: at least 80% of patients are able to maintain employment and there is a normal lifespan.
Crystal deposition arthropathies
Common features and pathology
and promote the release from neutrophils of a
The diseases in this group share the feature of
deposition of crystals of metabolites in the
joints, with consequent inflammation and joint
damage. Their principal characteristics are given
in Table 12.17.
It is not known what factors promote the
deposition of crystals in the synovial fluid. Once
there, the positively-charged crystals become
coated with negatively-charged proteins, espe-
cially IgG and phospholipids, thus enhancing
phagocytosis by macrophages. This results in
the liberation of lysosomal and cytoplasmic
enzymes, which attack the synovial membrane,
specific pro-inflammatory glycoprotein. Injec-
tion of this glycoprotein into joints produces
symptoms that are indistinguishable from those of gout. Chemotactic factors are also released and promote leucocyte recruitment, thus multiplying the effect.
Similar effects can be produced by a variety of crystals or other substances introduced into the joint space, e.g. cholesterol and corticosteroid suspensions injected to relieve joint inflamma-
tion. Exacerbations of osteoarthritis may be due to microcrystals of hydroxyapatite released from the bone, causing a similar effect
Gout is an arthropathy resulting from the depo-
sition of crystals of monosodium urate in the
joints and surrounding tissues.
Aetiology and epidemiology
Gout is the result of hyperuricaemia, though it
is difficult to define the latter satisfactorily
because there is a continuous normal distribu-
tion of serum urate levels. The solubility of uric
acid in serum is about 0.38 mmol/L (6.3 mg/dL).
The 95% population limits are 0.18-0.42 mmol/L
(3.0-7.0 mg/dL) for men and 0.13-0.34 mmol/L
(2.2-5.7 mg/dL) for women. Consequently, the
serum is supersaturated with urate in about 3%
of UK men and gout is overwhelmingly a male
problem (90-95% of cases). Fortunately, only a
minority of men with high serum urate levels
show clinical symptoms, but it is not clear why
this is so. Further, some patients with gout have
relatively low urate levels. However, clinical
symptoms are overwhelmingly associated with
hyperuricaemia.
A simplified outline of uric acid metabolism is
given in Figure 12.10, which shows that hyper-
uricaemia may result either from excessive
production of uric acid or from reduced renal
elimination, the latter being the most common
cause. In primary gout there are numerous
factors operating on a background of genetic
predisposition to produce clinical symptoms.
The causes of secondary hyperuricaemia and
gout are given in Table 12.18. Treatment with
thiazide diuretics often causes some degree of
hyperuricaemia, but fortunately does not often
cause an attack of gout. However, diuretics are a
relatively common cause of gout in elderly
women.
The prevalence of gout varies widely, being about 0.3% in the UK and about 2% in France. In Maoris, who have a strong genetic predisposition, it is about 10%.
Pathology
If hyperuricaemia results in the crystallization of
monosodium urate in synovial fluid, small,
needle-shaped crystals can also be seen within
the leucocytes, causing the release of lysosomal
enzymes.
If untreated, gout leads initially to the deposi-
tion of urate crystals on the surface of the carti-
lage, with subsequent cartilage damage and
finally to the deposition of masses of urate crys-
tals within and around the joints, producing
extensive joint destruction. Nodular accretions
of monosodium urate (tophi) may occur. A char-
acteristic site for these is the cartilaginous
margin (helix) of the pinna of the ear, but they
occur also on tendons and in bursae associated
with the affected joints. Tophi are granuloma-
tous structures, containing the urate crystals in
a protein-lipid-polysaccharide matrix, which
eventually become calcified. In long-standing
chronic gout, joint erosions occur that contain
calcified deposits. Urate deposition tends to
occur in peripheral joints where the temperature
is lower than the core body temperature,
resulting in reduced urate solubility: cartilage is
avascular, and so has no warming blood supply, and the affected joints are normally cool in
unaffected individuals.
The precipitation of monosodium urate from
urine within the kidney, or of uric acid under
acid conditions, may result in the formation of
renal stones, possibly causing urinary-tract infec-
tion and obstruction and renal failure (see
Chapter 14).
Clinical features
Acute gout
In some 75% of cases a first attack affects the big
toe, and this form is called podagra. Other
common sites are the ankles, knees, elbows,
wrists and fingers. An attack often starts
overnight or a few hours after an acutely stressful
episode, e.g. MI or major surgery. The joint
becomes exquisitely painful and inflamed and
the overlying skin may flake over the next few hours: this sign plus the symptoms is almost
conclusive. The attack subsides spontaneously over a few days or weeks, though most sufferers seek treatment. There may be no recurrence, or a second attack may follow after a variable period ranging from days to years.
Attacks tend to be more severe in younger
patients, aged under 30 years.
Chronic gout
This is uncommon, except in patients who are
non-compliant with medication, or those with a
metabolic abnormality. Acute episodes occur
with increasing frequency, leading to tophus
formation and permanent joint damage. Renal
impairment increases with time and this is
aggravated in about one-third of patients by
associated hypertension, though the latter is
probably a reflection of the kidney damage, rather than a cause.
Diagnosis
This is based on the symptoms and signs
outlined above, and the finding of a high serum
urate level. However, the association of the latter
with joint pain does not necessarily imply a
diagnosis of gout: because 90% of people with
hyperuricaemia do not have gout; there may be
a coincidental association of hyperuricaemia
with a different arthritic problem. However, gout
is very unlikely if the serum urate level is
÷3 mmol/L (5 mg/dL).
The principal diagnostic confusion occurs
with septic arthritis. The diagnosis can be
confirmed unequivocally only by the micro-
scopic demonstration of urate crystals in the
synovial fluid of the affected joint, but this is
necessary only in doubtful cases and it may be
difficult to obtain a sample. Aspiration of small
joints is impossibly painful during an attack.
Three-quarters of patients with gout have features of the metabolic syndrome (formerly called ‘syndrome X’; see Chapter 9), i.e.:
• Glucose intolerance.
• Hyperinsulinaemia and insulin resistance.
• Central obesity (waist circumference 94 cm
(37 in) in men, 80 cm (32 in) in women. • Hypertriglyceridaemia.
• Low HDL level.
• Hypercortisolaemia.
• High small dense, LDL cholesterol levels.
This is linked to the ‘western’ lifestyle, with a
high saturated fat diet and inadequate physical
activity, though genetic factors are thought to be
responsible for about 70% of the variance in fat
distribution.
The implication is that patients should aim for
a healthy lifestyle, regular physical activity
(walking rapidly for at least 30 min daily),
healthy weight (BMI 21-22 kg/m2) and waist
circumference ÷94 cm in men, ÷80 cm in
women.
Those with a familial history of gout should therefore be educated at an early age to comply with these principles.
Management
Aim
The aims of management of gout are:
• The prompt relief of pain in an acute attack
and its rapid termination.
• To eliminate secondary causes, if possible.
• The prevention of recurrence and complica-
tions (e.g. renal stones and renal failure, joint damage and the formation of tophi) in chronic sufferers by correction of hyperuricaemia.
General measures
Acute attacks
The approach is to:
• Rest the affected joint (splinting may help in
the severe acute stage).
• Maintain a high fluid intake to reduce hyper-
uricaemia and prevent renal urate stone
formation.
Chronic gout
The approach is to:
• Maintain a high fluid intake, to prevent urate
crystallization in the kidney.
• Lose weight if obese, to reduce tissue mass
and so urate production and to reduce
loading on joints (see above). • Provide dietary advice:
- Avoid alcohol, which reduces urate solu-
bility in the serum, and especially beer,
which is high in purines.
- Reduce carbohydrate intake, which is
protein-sparing and so promotes protein
build-up in the tissues.
- Avoid foods rich in purines, e.g. offal,
shellfish, spinach.
• Endoscopic shock wave lithotripsy etc. (see
Chapter 14) for urate kidney stones.
However, even a strict low-purine diet has only a small effect, reducing the serum urate level by about 10-15%.
Gout 795
Pharmacotherapy
Acute attacks
Immediate initiation of treatment is important,
and NSAIDs are given as early as possible, unless
these are contra-indicated (see below). High-dose
indometacin is often the drug of choice, e.g.
75 mg immediately, 50 mg 6- to 8-hourly on the
first and second days, 25 mg four times daily on
the third day, then slowly tapering to zero over
10-14 days. Symptoms usually remit completely
after 5-7 days. In the elderly, or if indometacin is
contra-indicated or is not well tolerated, a choice
may be made from naproxen, acelofenac,
diclofenol, etoricoxib, ketoprofen and sulindac at
clinically comparable dosage, depending on
acceptability to the patient. Azapropazone may be
needed if other agents are ineffective.
Etoricoxib is the only COX-2 inhibitor licensed
for the management of acute gout and is given
only once daily. Because of the relatively short
period of treatment, the risk of cardiovascular
problems is much reduced. Because it is more
liable than other NSAIDs to cause hypertension,
or exacerbate it, etoricoxib should not be
prescribed to patients with uncontrolled blood
pressure. If etoricoxib is nevertheless considered
advisable, because of its relatively low incidence
of upper gastrointestinal side-effects, full blood
pressure monitoring should be carried out.
Occasionally, moderately potent opioids (see Chapter 7) may need to be added to control
intolerable pain.
If NSAIDs are not tolerated, or if there is renal
impairment (which may accompany gout), a
history of peptic ulceration, hypertension or
heart failure, or if the patient is taking warfarin,
the action of which is potentiated by NSAIDs,
then colchicine is indicated. This is very effective:
it suppresses macrophage recruitment and multi-
plication and specifically inhibits production of
the pro-inflammatory glycoprotein. The pain
normally starts to remit in 12-24 h and may be
completely controlled in 2-3 days. However,
colchicine is more toxic than NSAIDs and tends to
cause diarrhoea and vomiting: these side-effects
are often used as an index of adequate dosage.
Colchicine has been used at the outset as an aid to
diagnosis, but a prompt response to it is not
specific. Pseudogout, which is less common (see
below), tendon calcification and other condi-
tions with symptoms similar to gout, which may cause diagnostic difficulty, also respond.
In resistant cases, systemic injections of corti-
cotrophin or a corticosteroid may be used. Steroids may also be injected into an affected large joint (unlicensed indication) in the course of aspiration for diagnostic purposes, but this
may be impossibly painful.
Cytokine inhibitors (see p. 785) have not yet
been shown to be effective, and cost would be a
problem, but this may be acceptable in the
short term for a very severe attack. Aspirin and
salicylates have no place in the treatment of
gout because they reduce urate excretion and
antagonise the action of uricosuric agents.
Paradoxically, allopurinol or a uricosuric agent
(see below) must not be started during an acute
attack because they will often worsen and
prolong symptoms, probably by mobilizing
urate from deposits. It is known that sudden
changes in serum urate levels tend to precipitate
attacks. Allopurinol also interferes with uric acid
excretion. If an acute attack occurs during
existing urate-lowering treatment, the treatment
should be maintained, and the acute attack
treated normally.
Interval control
This is management of the patient in the
intervals between attacks. It includes:
• Control of precipitating and aggravating
factors, e.g. diet, alcohol intake, obesity and
drugs, especially thiazide diuretics: these must be dealt with regardless of possible pharmacotherapy.
• Evaluation of the need for pharmacotherapy,
e.g. management of hyperuricaemia, other
antigout drugs.
An isolated attack is not an indication for
prophylactic pharmacotherapy unless the serum
urate level is consistently very high (it is usually
high, 0.60 mmol/L [ 10 mg/dL]) in an acute
attack), there is evidence of urate nephropathy
or there are tophi. The disadvantages of long-
term prophylaxis need to be weighed carefully
before lifelong treatment is initiated.
Infrequent attacks are best managed by
general measures and high-dose NSAIDs, as in an
acute attack, because otherwise therapy needs to
be lifelong. Continuous low-dose colchicine is
used occasionally, though it is contra-indicated
in pregnancy (it is an antimitotic agent) and if a
mother is breastfeeding. Colchicine must be used
cautiously in the elderly and if there is any suspi-
cion or evidence of gastrointestinal, cardiac,
hepatic or renal impairment.
Management of hyperuricaemia
If there are specific indications, i.e. more than two attacks in a year, tophi, joint or renal damage, or if the patient insists on treatment, lifelong
prophylactic pharmacotherapy is considered at least 3 weeks after an initial attack has subsided; earlier treatment may prolong the attack. Urate-
lowering drugs are used, two methods being avail-
able: either by reducing urate production or by increasing renal urate excretion.
The target serum urate level is about
0.25 mmol/L (4.2 mg/dL), maintained over long
periods to achieve regression of tophi. Because
rapid reduction of serum urate levels tends to
provoke attacks of gout, prophylactic colchicine
or NSAID cover should be given for the first
3-6 months of both treatment modes, continued
if necessary until urate levels are normalized.
Reducing urate production. Allopurinol is
currently the drug of choice for this purpose. It
is a xanthine oxidase inhibitor (Figure 12.10)
that also inhibits purine biosynthesis. Treatment
should be initiated at a low dose, increasing
gradually until urate levels are normalized. An
adequate fluid intake (2-3 L/day) should be
maintained to minimize the possibility of kidney
stone formation. Because allopurinol is excreted
renally the dose has to be reduced if renal func-
tion is impaired. The dose required is based on
the creatinine clearance. In severe hyperuri-
caemia and normal renal function the daily dose
may be as high 700-900 mg, but in severe renal
failure (see Chapter 14) this may have to be
reduced to 100 mg three times per week.
Allopurinol also reduces the formation of calcium oxalate renal stones.
A new non-purine xanthine oxidase inhibitor,
febuxostat, is in a late stage of development.
Although apparently well tolerated in the short
term, it remains to be seen whether it will prove
sufficiently non-toxic to be taken over many
years: treatment of hyperuricaemia is normally
life-long.
Secondary hyperuricaemia. Allopurinol may also be used to prevent the acute hyperuricaemia caused by the rapid breakdown of abnormally high numbers of leucocytes when cytotoxic treat-
ment is instituted for treating leukaemias and
lymphomas (see Chapter 10).
The recombinant urate oxidase, rasburicase,
oxidises uric acid to allantoin, which is water
soluble and so is excreted readily via the kidney,
is used similarly. It acts rapidly, e.g. in a phase III
study the plasma concentration fell by 86% in
4h, and steady state is achieved in 2-3 days.
Treatment with these agents should be
commenced before cytotoxic treatment or radio-
therapy is initiated, if possible, because both
treatments may cause rapid tissue and leucocyte
breakdown, leading to increased urate produc-
tion.
Side-effects and interactions. Allopurinol is
usually well tolerated, the most common side-
effects being rashes, sometimes with fever. The
dosage should be reduced in renal or hepatic
impairment. In the former case an active
metabolite, oxypurinol, may accumulate and
precipitate the potentially life-threatening allo-
purinol hypersensitivity syndrome. Thus if
rashes occur, treatment must be stopped imme-
diately, because they may herald a potentially
severe reaction. Treatment may be restarted
cautiously following a mild skin reaction, but
recurrence is an absolute contra-indication to
further use, as is an initially severe reaction.
Gastrointestinal discomfort may be reduced by
taking allopurinol after meals. Because the metab-
olism of xanthine is suppressed, high concentra-
tions of the latter may be excreted and may
crystallize in the urinary tract, hence the need
for a high fluid intake, especially in the early
stages of treatment.
The activity of the cytotoxic purine analogues
azathioprine and mercaptopurine is potentiated by
the use of allopurinol, which also inhibits their
metabolism, so if these drugs are being used their
Gout 797
dose should be reduced to one-quarter if allop-
urinol is used concurrently.
The action of oral anticoagulants may also be potentiated, so particular attention needs to be paid to prothrombin time/INR measurements (see Chapter 11). However, the clinical significance of this interaction is doubtful.
Because hydrogen peroxide is produced,
rasburicase may produce haemolytic anaemia
and methaemoglobinaemia in patients with
G6PD deficiency or hereditery anaemia (see
Chapter 11). Consequently rasburicase treatment
should be supervised by an experienced haema-
tological oncologist. Otherwise, rasburicase is
well-tolerated, sometimes causing fever and, less
commonly, gastrointestinal disturbances. Because
it is a protein, it may cause allergic reactions.
Increased renal excretion is achieved with the
uricosuric agent, sulfinpyrazone. This inhibits
renal tubular reabsorption of uric acid, and so is
ineffective if renal function is impaired.
Although used less nowadays because it is more
toxic than allopurinol, it retains a place for
patients intolerant of the latter. Initiation of
treatment is undertaken with the same precau-
tions as for allopurinol. Sulfinpyrazone may also be
used in addition to allopurinol if the latter
provides inadequate control of serum urate
levels.
Although probenecid has been used similarly to sulfinpyrazone, and is included in the BNF in the ‘gout’ section, it is now available only on a named-
patient basis for the prevention of nephrotoxicity associated with the antiviral drug cidofovir.
Side-effects and interactions. Sulfinpyrazone is
generally well tolerated, but should be used care-
fully if patients have peptic ulceration or renal
impairment, because it may cause gastro-
intestinal distress and its action depends on
adequate renal function. It must not be given
with aspirin or salicylates, which antagonize its
action in the renal tubules. The urine should be
alkalinized, e.g. with citrates, if the uric acid
level is high, to give the maximum solubility of
uric acid and prevent urate stone formation. A
night-time dose of acetazolamide, a carbonic
anhydrase inhibitor and weak diuretic, has also
been used to alkalinize the urine (unlicensed
application). Gastrointestinal disorders occur
most commonly, but hypersensitivity reactions
and blood dyscrasias may also occur: regular
blood counts are advisable with sulfinpyrazone.
A new uricosuric agent, benzbromarone, has the advantage that it retains its activity in moderate renal impairment. It is not currently licensed in theUK, but importation is available through the named-patient procedure.
Research is under way to see whether it is
possible to increase urate excretion by antago-
nizing the urate transporter-1 (URAT1) molecule that is responsible for the tubular reabsorption of urate in the kidney.
Pyrophosphate arthropathy
Pyrophosphate arthropathy, also known as
calcium pyrophosphate deposition disease,
CPPD, pseudogout or chondrocalcinosis, results
from the excessive deposition of calcium
pyrophosphate in joints. Minor deposits are common and are usually asymptomatic. The aetiology is usually not identified, but some
genetic and predisposing factors, e.g. age and hyperparathyroidism, are known. CPPD is about one-third as common as gout.
The calcium pyrophosphate crystals probably
form initially in cartilage and are shed into the
synovial fluid. Thus microscopic examination of
the latter gives a clear diagnosis. It is probable
that acute exacerbations of osteoarthritis are due
to calcium pyrophosphate shedding from
damaged cartilage.
The disease may present acutely, resembling acute gout, or as a degenerative chronic arthritis, sometimes with intermittent acute episodes.
Management resembles that of osteoarthritis,
but colchicine is as effective in CPPD as in gout.
Otherwise there is no specific treatment:
NSAIDs are effective in acute attacks and intra-
articular injections of corticosteroids are highly
beneficial.
Autoimmune connective tissue disorders
There is currently no satisfactory classification for this group of chronic, progressive inflamma-
tory diseases, formerly called ‘collagen-vascular diseases’ or ‘multisystem disorders’. A possible grouping is given in Table 12.19. They share the following features:
• Widespread inflammation of organs and
systems throughout the body, notably
causing vasculitis and arthritis.
• Autoimmune features, with circulating auto-
antibodies and immune complex deposition.
• Unknown aetiology.
Two types of antineutrophil cytoplasmic anti-
bodies (ANCA) are seen in the systemic vas-
culitides: cytoplasmic, proteinase 3 ANCA
(PR3-ANCA, formerly cANCA) and perinuclear,
myeloperoxidase ANCA (MPO-ANCA, formerly
pANCA). Both are anti-enzyme antibodies, so
causing an autoimmune state. There is an asso-
ciation with HLA class II antigens and the
production of IgG autoantibodies (see Chapter
2). Mixed connective tissue diseases are strongly associated with the HLA-DR4 genotype.
Patients often show features of more than one of
these diseases. The syndrome described as ‘mixed
connective tissue disease’ may be a distinct
entity, but is possibly a variant of scleroderma.
Because fever and arthralgias are common presenting symptoms, patients are usually referred to rheumatologists.
Systemic lupus erythematosus
Definition and epidemiology
This non-organ-specific, multisystem, autoim-
mune disease primarily affects young women.
Systemic lupus erythematosis (SLE) occurs worldwide, and may affect up to 0.5% of Black women in North America and the West Indies and women in the Far East. There are over 30000 diagnosed patients in theUK.
Aetiology
There is an inherited tendency for SLE, the
concordance rate for monozygotic twins being
about 25%, whereas that for dizygotic twins and
first-degree relatives of patients is about 3%. In
Caucasians, this is linked to an increased
frequency of HLA-B8 and DR3 genotypes, and in
Japanese with DR2.
Inherited deficiencies of a number of compo-
nents of the complement system occur, e.g. of C2, C4a and C4b in 83% of patients, these being linked to the HLA type.
There is a defect in T cell regulation of the
immune response, associated with B cell activa-
tion and a failure to clear the resultant immune
complexes.
Sex hormone status is also involved, because oophorectomy (ovary removal) or treatment with androgens has relieved lupus-like symp-
toms in experimental animals. Also males with Klinefelter’s syndrome, who are genetically XXY or XXYY, are prone to SLE.
Pathology and diagnosis
SLE damages a wide range of tissues. Damage
to cells is known to release DNA, and this may
provoke the formation of anti-dsDNA anti-
body. Plasma DNA has a high affinity for
the collagen in the glomerular basement
membrane, so binding of DNA in this region
may be expected to lead to the formation of
immune complexes (ICs), triggering local
inflammation. These observations provide an
explanation for two of the features of SLE: the
presence of antinuclear antibodies (see below)
and renal involvement. A further reason
for glomerular involvement in SLE is local
glomerular hypertension, which promotes
extravasation of cells and nuclei from the
circulation, which can then attach to the
basement membrane.
Fluorescent antibody studies show wide-
spread IC deposition in cellular basement
membranes. This probably accounts for most
of the manifestations of the disease, especially
the vasculitis in the arterioles and capillaries.
Although these ICs may be formed in all indi-
viduals, SLE sufferers may be unable to clear
them because of complement deficiencies,
notably C2 and C4.
The standard screening test is the fluores-
cent antinuclear antibody test (ANA; ANF,
antinuclear factor), which detects antinuclear antibodies and is positive in virtually all
patients with SLE. However, the ANA test is
not specific (some 3% of the population is
ANF-positive, but only about 3% of these have
SLE) and so is used only as a routine screening
test. More confidence can be placed in dsDNA
binding tests, though some 15% of patients
are falsely negative in these, especially in early
or mild disease. Because this test is applied
only to patients who are strongly positive in
the ANA test this type of result does not give
rise to ambiguities.
Despite the inflammation, the CRP is not raised, though the ESR is usually high in concordance with disease activity. The criteria for diagnosis are given in Table 12.20.
Some people have the immunological markers of SLE but do not have overt disease.
Drug-induced SLE
Many drugs are capable of producing a lupus-like
syndrome (Table 12.21), but this is usually rela-
tively mild, rarely provoking renal involvement,
and tends to remit when the drug is withdrawn.
It is doubtful whether this is related to true SLE.
Drugs may trigger attacks only in susceptible
subjects, and all pharmacotherapy in SLE patients needs careful supervision. A history of drug allergies is common in patients with
drug-induced SLE.
Clinical features
SLE may affect almost any organ, though the
liver is rarely involved. The approximate
percentage frequencies of the principal organs
involved are: joints, 95%; skin, 80%; CNS, 60%;
kidneys, 50%; lungs, 40% and heart, 40%. Fever,
arthralgias and myalgias are common, accompa-
nied by headaches, depression, malaise and
tiredness.
There is often a symmetrical facial ‘butterfly’-
shaped rash, giving a wolf-like appearance; hence the name ‘lupus’. The occurrence of the rash may be triggered by sunlight, with or without photosensitizing drugs. If rash is the
principal presenting symptom, patients may be referred initially to a dermatologist.
Although an episodic course is usual, some
patients have chronic disease with exacerba-
tions and complete remissions occurring over a
very variable time period. The pattern of estab-
lished disease is usually apparent in its early
stages. SLE used to be represented as a relent-
lessly progressive, fatal condition, but the 10-
year survival rate is now about 90%. Severe
problems are unlikely if they have not devel- oped within this time: most patients now do the scalp, hands and feet may also be affected.
reasonably well.
Management
General
Because of the potential widespread and diverse
nature of symptoms, patients need to be coun-
selled carefully and told to report any new symp-
toms as they occur. Reassurance is appropriate
for most. They should be warned of the need to
protect themselves from bright sunshine,
because of photosensitivity, and of the potential
for drug allergies.
Pregnancy is not contra-indicated, except in severe disease, but specialist gynaecological care is essential.
Pharmacotherapy
Corticosteroids
These are the mainstay of treatment, using high doses in acute severe episodes and low-dose maintenance therapy in most patients. Their
well-known side-effects make it important to
step down the dose to about 7.5 mg/day of pred-
nisolone, or less if possible, once symptoms are controlled. However, not all patients need continuous maintenance therapy.
Immunosuppressants
Azathioprine or cyclophosphamide are often used
for their steroid-sparing effect and to control
renal involvement or severe symptoms. Other
treatment is supportive and symptomatic, e.g.
renal dialysis.
Mild disease confined to the joints can usually be controlled with NSAIDs. Hydroxychloroquine is useful if these are inadequate and for the control of skin lesions.
Chronic discoid lupus erythematosus
Clinical features and pathology
Chronic discoid lupus erythematosus (CDLE) is a
benign, chronic, episodic, erythematous skin
disorder that mostly affects the face, although
The rash may be symmetrical (like SLE) or asym-
metrical. The lesions are sharply defined, slightly
scaly, erythematous discs about 5-10 mm in
diameter, sometimes slightly larger. If a scale is
removed, the underside will show a ‘hairy’
appearance due to the adherent pilosebaceous
plugs that filled the underlying hair follicles: this
sign is pathognomonic. Older lesions tend to
heal with scarring and hair loss. Pigmentation
may occur in white skin and depigmentation is
common in coloured skin. Usually, there are no
systemic features with CDLE, but about 5% of
patients eventually develop SLE.
Similarly to SLE, the lesions are caused by the
deposition of ICs, in this case in the basal layer
of the skin, causing cell destruction. There may
be a high ESR and cells usually associated with
SLE or similar diseases (LE cells) occur in the
serum.
Pharmacotherapy
High protection factor sunblock preparations are
used for photosensitivity. CDLE is one of the few
indications for the use on the face of potent or
moderately potent corticosteroids, e.g. clobetasol:
intralesional injections are sometimes used.
If this does not achieve control, antimalarials
may be helpful, as in SLE. Antimycobacterial
drugs are sometimes used because they have
anti-inflammatory properties. The antileprotic
drug clofazimine is preferred to rifampicin, so as
not to prejudice the use of the latter for TB.
Monoclonal antibodies against the CD40 ligand (see Chapter 2) are undergoing trial.
Sjögren’s syndrome (keratoconjunctivitis sicca)
Definition
Classically, Sjögren’s syndrome is defined as a triad of:
• Xerophthalmia (dry eyes).
• Xerostomia (dry mouth).
• A connective tissue or rheumatoid disease,
usually RA.
If only the first two of these symptoms occur,
this is described as the ‘primary’ form, some-
times called ‘sicca syndrome’, which also causes
symptoms resembling mild SLE. It is not known
whether this represents a complication of occult
connective tissue disease or whether the two
conditions are triggered by a common agent.
There is an association of sicca syndrome with
lymphoid hyperplasia and high levels of circu-
lating antibody, suggesting the presence of a
distinct autoimmune disease.
However, Sjögren’s syndrome is usually secondary, occurring in about 20% of those with other autoimmune and connective tissue diseases, e.g. RA, SLE or systemic sclerosis (see below).
Overall, about 0.5% of adult females are affected, the female:male ratio being 9:1.
A similar condition occurs in association with HIV infection, so investigation needs to exclude this possibility.
Pathology
This is a chronic autoimmune disease causing destruction of exocrine glands, due to lympho-
cytic infiltration. The aetiology is unknown, but there is an association with an HLA-DR3 and other HLA genotypes.
There is also hyperactivity of B cells, shown by
auto-antibodies, e.g. RFs and antibodies to small
RNA-protein complexes. Levels of IgG are very
high.
Clinical features
The general drying up of exocrine secretions
may cause effects on many organ systems,
though in most patients the disease remains a
minor mouth and eye problem. These effects
include:
• Eyes: grittiness, irritation, morning lid
stickiness and conjunctivitis.
• Mouth: there is difficulty in chewing and swal-
lowing food; inability to speak continuously; a
smooth, erythematous, sensitive tongue;
greatly increased dental caries and parotid gland enlargement. Candidal infection is common.
• Respiratory tract: the failure of secretion
predisposes to infection.
• Genital tract: atrophic vaginitis and
dyspareunia (difficult or painful coitus) in
premenopausal women.
• Kidneys: some patients develop nephritis, but
major renal pathology is rare.
• Raynaud’s syndrome (in 25% of patients; see
below).
• Non-erosive arthritis (33%).
• Vasculitis, causing purpura and sometimes
glomerulonephritis.
Other features may be seen, e.g. leg ulceration and an increased tendency to hypersensitivity reactions. Patients with persistent parotid gland enlargement may develop non-Hodgkin’s B cell lymphoma, but this can be predicted by the
presence of circulating cryoglobulins (IgMs precipitated at low temperatures).
Management
In secondary disease this consists of managing the underlying condition, plus symptomatic relief as in the primary syndrome.
Treatment of primary Sjögren’s syndrome is solely symptomatic, and focuses on replacement of secretions, thus minimizing discomfort and any damaging effects. Treatment includes:
• Eye drops: frequent use of preparations
containing hypromellose, polyvinyl alcohol or
acetylcysteine (‘artificial tears’). • Mouth problems:
- Scrupulous attention to dental hygiene to
minimize premature, gross dental caries.
- Mouthwash solution tablets, compound
sodium mouthwash or more potent anti-
septic mouthwashes, e.g. chlorhexidine gluconate, if toothbrushing is painful.
- Commercial ‘artificial saliva’ preparations,
and sugar-free demulcent pastilles, to
alleviate dryness; pilocarpine may also help.
- Fluconazole or itraconazole for oropharyngeal dysfunction and sometimes a rapidly
candidiasis.
• Hydroxychloroquine for joint problems.
• Corticosteroids or cytotoxic immunosuppres-
sants, e.g. cyclophosphamide, for severe systemic problems, e.g. vasculitis.
• Lymphoma; normal treatment (see Chapter
10).
Diuretics and anticholinergic drugs aggravate the lack of secretions and should be avoided.
Systemic sclerosis and scleroderma
Definition
Scleroderma is characterized by widespread
tissue fibrosis. There is a dense hardening of skin
collagen, especially of the hands and face, giving
a tense, shiny appearance to the affected skin
and puckering around the mouth. Vascular
abnormalities and degenerative changes also
occur.
If the internal organs are affected, the term
systemic sclerosis is more appropriate, but the terms tend to be used interchangeably. Systemic sclerosis may lead to renal, pulmonary or cardiac failure. Dermal collagen is also normal.
Clinical features and pathology
The disease is uncommon (UKannual incidence
about 10 per million,USAslightly higher) and
occurs principally in women aged 30-50 years,
with an overall female:male ratio about 3:1.
The symptoms described above are the result of three features:
• Vascular damage: Raynaud’s syndrome (see
below) occurs in nearly all patients, often
months or years before other symptoms. This, and finger joint arthropathy, are common
presenting features.
• Fibrosis: from the deposition of collagen and
adhesive proteins (e.g. fibronectin), produced
by fibroblasts. This causes oesophageal
progressive visceral involvement.
• An activated immune system: the active
fibroblasts are associated with TH (CD4 )
lymphocytes, macrophages and degranula-
tion of mast cells. About 75% of systemic sclerosis patients have antinuclear Igs, e.g. antinucleolar or anticentromere.
A genetic susceptibility has been mapped to
MHC genes. Intriguingly, nucleic acid similarity
between the target of some antiscleroderma
auto-antibodies, DNA topoisomerase-1, and
some mammalian retroviruses raises the possi-
bility that scleroderma is triggered by viral infec-
tion. However, exposure to industrial chemicals
(e.g. vinyl chloride and trichloethylene) and
bleomycin (a cytotoxic antibiotic) may cause a
similar syndrome.
Some 60% of sufferers have a limited cutaneous
form of scleroderma that starts with Raynaud’s
syndrome, sometimes years before other symp-
toms appear. In the other 40% the systemic symp-
toms appear either at the same time as the
Raynaud’s syndrome or shortly afterwards.
The disease follows a chronic, highly variable
course. Acute renal hypertension, lung fibrosis
and hypertension, and cardiac problems may
occur.
Management
Management of scleroderma is primarily symp-
tomatic. Corticosteroids may be used to suppress
synovitis. Cytotoxic immunosuppressants and
antithymocyte globulin, if given early enough,
may be helpful. They also help to spare the
steroid dose. ACEIs have vastly improved the
morbidity and mortality from renal involvement
(see Chapters 4 and 14), and the usual cause of
death is now pulmonary fibrosis. Penicillamine
and IFN-gamma have been used experimentally
to stem fibrosis.
The survival rate at 7 years after diagnosis is about 50%, but in some patients the disease
stabilizes or regresses at about this time. In limited cutaneous disease the comparable survival is about 75%.
Raynaud’s syndrome
Definition and epidemiology
The nomenclature of this condition is confused.
The primary (idiopathic) form, which occurs
without any underlying rheumatoid or connec-
tive tissue disorder, has been called ‘Raynaud’s
disease’, that secondary to other diseases being
called ‘Raynaud’s phenomenon’. This division
seems artificial, not least because Raynaud’s
disease may precede the onset of symptoms of
an underlying disease by many years and is then
seen to be a prodrome of that disease. In this text
the neutral term ‘Raynaud’s syndrome’ is
preferred for both. However, the distinction
is important because it is essential to identify
any underlying disease state and institute
appropriate treatment.
Primary Raynaud’s syndrome, which espe-
cially affects young women, is due to spasm of
the arterioles and small arteries, especially in the
fingers and toes, resulting in intermittent
blanching of the overlying skin. Occasionally
other extremities (e.g. the nose, tongue and ears)
may be involved. About 5% of people are
affected.
The secondary form (Table 12.22) may reflect
local nerve damage (e.g. in miners and dispatch
riders), similarly causing vasospasm, or the use of vasospastic drugs, but may be due to inflammation, e.g. vasculitis.
Clinical features
The primary form causes intermittent, reversible attacks, precipitated by exposure to cold or emotional upset. The hands are most often affected, but attacks rarely involve the thumb. The affected fingers go white and may even
become cyanosed and finally red as rewarming occurs. Paraesthesias, e.g. numbness, tingling or burning are common, and pain may be severe during circulatory recovery.
The primary disease is a common condition that affects 5% of the population. It usually
causes bilateral symptoms whereas secondary disease may produce unilateral, irreversible ones, the affected area being permanently sensitive to adverse conditions, especially cold.
Recurrent severe episodes may eventually cause small infarcts in the affected digits, but the condition is usually non-progressive.
Diagnosis
The symptoms described above are pathogno-
monic. However, attacks of secondary
Raynaud’s syndrome may precede the onset of
symptoms due to the underlying disease, e.g.
RA, scleroderma or carpal tunnel syndrome
(p. 809), by months or years. It is thus essential
to look carefully for the markers of any
underlying disease.
Management
General measures
In secondary Raynaud’s syndrome, treatment is that of the underlying disease. The most useful basic approaches, whether or not the condition is primary are:
• To avoid:
- Cold; keep warm locally and generally.
- Peripherally vasoconstricting drugs, e.g.
ergotamine, beta-blockers.
-
Smoking.
-
• To be scrupulous about hand hygiene, cuts,
-
etc. and skin care.
-
• Physiotherapy needs to be started at the onset
-
and performed regularly to promote good
-
circulation.
-
Pharmacotherapy
-
Drugs are widely used, but most drug use is
-
empirical. The following may help.
-
• Vasodilators:
-
- Calcium channel blockers (see Chapter
-
4) are sometimes effective. Nifedipine is
-
the only one licensed for this purpose
-
in the UK, but nicardipine, and possibly
-
amlodipine and felodipine, may also be
-
useful. They tend to cause headache,
-
flushing and dizziness and tachycardia.
-
Reports of efficacy are somewhat
-
contradictory.
-
- Other vasodilators (see Chapter 4) may
-
help, such as ACEIs (e.g. captopril and
-
enalapril). Naftidofuryl and inositol nicoti-
-
nate are other possibly helpful agents but may cause postural hypotension and the
-
side-effects described for CCBs.
-
- Cinnarizine, moxisylyte, pentoxifylline and
-
prazosin have not proved to be useful.
-
- Epoprostenol, an antiplatelet drug, is also a
-
potent vasodilator and has been used if
-
there are seriously compromised ischaemic
-
areas. It must be given by continuous IV
-
infusion because of its very short half-life
-
of 3 min. Epoprostenol may cause severe
-
flushing, headache and hypotension and
-
so its use must be supervised closely. It is
-
unsuitable for patients with IHD because
-
the vasodilatation diverts blood from
-
ischaemic areas and aggravates the
-
problem. Its more stable analogue iloprost
-
may be preferred if epoprostenol is not toler-
-
ated (unlicensed use).
-
• Other agents: gamolenic acid, in evening
-
primrose oil, and halibut liver oil have been
-
reported to be helpful.
-
• Nitric oxide, generated topically by mixing
-
sodium nitrite and ascorbic acid gels, has been reported to improve the microcirculation.
-
Vasculitides 805
-
Surgery
-
This may help, for example to relieve median nerve compression in associated carpal tunnel syndrome (p. 809). Sympathectomy has been
-
used if there is a risk of digital gangrene, but the long-term outcome is uncertain.
-
Vasculitides
-
Vasculitis is inflammation of blood vessel walls.
-
Because of the prime importance of blood vessel
-
function these conditions may have serious,
-
widespread effects. The classification is debated:
-
that used here is widely accepted. The features of
-
the primary conditions and some associated
-
ones are given below. There is overlap between
-
the types.
-
Antineutrophil cytoplasmic antibodies (PR3-
-
ANCA and MPO-ANCA) are found in some of the
-
acute vasculitides. PR3-ANCA is present in the
-
serum of 90% of patients with Wegener’s granu-
-
lomatosis (see below). MPO-ANCA antibodies
-
occur in up to 60% of other vasculitides, other
-
rheumatic diseases and IBD (see Chapter 3).
-
Large-vessel vasculitis
-
Giant cell arteritis
-
Clinical features
-
Giant cell arteritis (GCA) usually involves only
-
the carotid arterial tree. Patients present with
-
fever, severe malaise, weight loss, facial pain and
-
jaw pain on chewing that forces rest (claudica-
-
tion). Polymyalgia rheumatica (see below) is a
-
frequently associated condition. Most patients
-
are over 60 years of age, and women are affected
-
more than men. Severe, localized headache is
-
common, usually unilateral (temporal or occip-
-
ital), with marked tenderness of the temple or
-
scalp, e.g. when combing the hair, hence the
-
alternative names temporal (or cranial)
-
arteritis. Doubtful cases may be resolved by
-
temporal artery biopsy, but this is performed
-
only occasionally.
-
The ESR is very high, 50-120 mm/h (normal
-
÷20 mm/h), as is the CRP level. One very serious
complication is sudden, reversible or irreversible,
unilateral or bilateral blindness (25% risk). Rarer
complications include ischaemia of the brain-
stem, cranial and peripheral nerves, and major
arteries.
Pharmacotherapy
High-dose corticosteroids, e.g. 60-100 mg pred-
nisolone daily, are essential to prevent blindness,
and should be commenced immediately the
diagnosis is suspected. The dose may be reduced
after 1 month, depending on the condition of
the patient and the reduction in ESR. Some
consultants favour lower starting doses of 40 mg.
The headache usually remits within 48 h of the
first dose, and this rapid response may be helpful
diagnostically.
The disease usually remits within
24-36 months’ treatment in about 75% of
patients, but the remainder require maintenance
low-dose steroids, e.g. 10 mg prednisolone daily,
because the risk of visual loss persists for several
years. Recurrence of symptoms, or increased ESR
or CRP, at any stage, dictate a return to full
steroid dosage.
Patients need to be taught to manage their
disease and to increase the corticosteroid dose immediately according to an agreed protocol if their condition deteriorates. They should then see their doctor as soon as possible. A prompt reaction to deterioration may pre-empt the need for more aggressive treatment later.
Polymyalgia rheumatica
Aetiology and epidemiology
Polymyalgia rheumatica (PMR) is defined by its
clinical features. Some cases are associated with
GCA, though most show quite distinct features
and more widespread arteritis. PMR occurs
mainly in the elderly, with two-thirds of patients
being aged over 60 years, and is uncommon
before the age of 50 or above 80. The
female:male ratio is 2:1.
PMR is more common in Northern Europe.
There are marked seasonal variations in inci-
dence (about 70 per 100 000 in the over-60s),
and these have prompted a search for infective
causes, but without success. Because PMR is
unusual in patients’ partners, environmental factors are unlikely to be implicated.
Clinical features
The principal symptoms are stiffness and aching,
principally in the shoulder and pelvic girdles,
e.g. the neck, shoulders, upper arm, buttocks and
thighs. There is prolonged and severe early
morning stiffness lasting more than 1 h, malaise,
depression and weight loss. Onset may be
sudden and dramatic (e.g. overnight), but in
most cases occurs gradually over about 2 weeks.
In the latter case, it may all too easily be
dismissed as part of ‘ageing’.
Pharmacotherapy
Symptoms respond rapidly to moderate doses of
prednisolone, e.g. 15-25 mg daily. If there is any
evidence of vasculitis, the higher doses used for
GCA should be used because of the risk of
sudden blindness (see above). The dose is gradu-
ally reduced to the minimum required to control
symptoms and normalize the ESR. It is possible
to withdraw steroids completely in about 75% of
patients within 2-3 years. In the remainder,
disease duration may be 7-10 years and the risks
of prolonged corticosteroid treatment have to be
weighed against those associated with the
disease, notably blindness.
Azathioprine is often used for its steroid-sparing effect, and dapsone, cyclophosphamide and antimalarials have also been used.
The same considerations apply to patient self-management as in GCA.
Medium- and small-vessel vasculitis
Polyarteritis nodosa
This intense inflammation of the small and
medium arteries, e.g. in coronary, pulmonary,
kidney, muscular and mesenteric arteries,
commonly occurs at the junctions of vessels,
causing characteristic aneurysms that are visible
in the retina. The widespread distribution of the
lesions leads to correspondingly extensive and
severe symptoms.
Polyarteritis nodosa (PAN) is a rare disease that
affects middle-aged men more than women
(male:female ratio about 2.5:1). In about 20%
of patients PAN is associated with hepatitis B
infection. A small number of cases appear to
be associated with hypersensitivity reactions to
penicillins and sulphonamides. These observa-
tions point to the possibility of the inflamma-
tion being triggered by immune complex
deposition in arterial walls (see Chapters 2
and 14). However, the aetiology is generally
unknown.
There is infiltration of all the layers of the
affected arteries by inflammatory cells, leading
to degeneration of the arterial walls, and to
ischaemia. Inflammation and thrombosis may
lead to tissue infarction in almost any organ.
The clinical features are the result of wide-
spread ischaemic organ damage, involving the
skin, cardiovascular and nervous systems, kidney
and lungs, associated with non-specific symp-
toms, e.g. polyarthritis, myalgia, fever, weight
loss and malaise. The ESR and CRP are raised.
Such extensive symptoms clearly indicate a
severe and alarming disease. Joint involvement
is common, but is rarely serious. The disease runs
a very variable course from a mild cutaneous
vasculitis to severe, life-threatening involvement
of major organs.
Management is with high-dose corticosteroids,
immunomodulators, e.g. azathioprine or
cyclophosphamide, and appropriate symptomatic
support.
Wegener’s granulomatosis
This rare disease mostly affects adults over
40 years of age, causing widespread small vessel
granulomatous arteritis. Pulmonary, renal and
sometimes eye lesions occur. The initial symp-
toms may be severe rhinorrhoea, cough and pleu-
ritic pain, so patients usually present to chest
clinics. Some 85% of patients have nephritis (see
Chapter 14) that is rapidly progressive without
prompt diagnosis and treatment, and is a sign of
widespread systemic disease. The ESR is raised
and MPO-ANCAs are usually present.
The aetiology is unknown, but it has been
suggested that drugs may be involved, though no
consistent associations have been demonstrated.
Other multisystem diseases 807
Pharmacotherapy
The condition, once uniformly fatal, responds
well to high-dose prednisolone plus cyclophos-
phamide. The latter is given as pulsed intermit-
tent IV therapy or as continuous low-dose oral
treatment.
When remission has been achieved,at about 3-6 months, the cyclophosphamide is
usually replaced with azathioprine, to minimize
toxicity.
Other multisystem diseases
Amyloidosis
This is the deposition of abnormal, extracellular,
fibrous protein in various tissues throughout the
body. The proteins include Ig fragments and
precursors of normal serum proteins and are
resistant to proteolysis in vitro. The deposits
may be localized or widely distributed. Several
different forms are distinguished, depending on
the structure of the protein chains. It may be
inherited or acquired.
The commonest inherited form is due to autosomal-dominant mutant genes coding for variants of the protein transthyretin. This is the retinol-binding and thyroxine-binding transport globulin that is mostly synthesized in the liver. Over 50 different amino acid substitutions are known. Other forms of amyloid are derived from fibrinogen and lysozyme chains.
Because many organs may be involved,
patients may present with any of a diverse range
of symptoms, e.g. heart failure, nephrotic
syndrome, purpura, peripheral neuropathy and
weight loss.
In secondary amyloidosis the deposits are
formed from abnormal serum amyloid A (SAA),
an acute phase protein. It may be associated
with dialysis arthropathy, diabetes mellitus,
Alzheimer’s disease (the commonest form of
senile dementia), Creutzfeldt-Jakob disease, RA,
JIA and any of the systemic connective tissue
diseases (see above). It usually presents with
renal syndromes (proteinuria) or heart failure. In
the Third World it may accompany TB and other
chronic infections. The primary disorder must be
identified and treated, if possible.
Once regarded as relentlessly progressive,
many patients can now be managed effectively,
e.g. with prednisolone, the alkylating agent
melphalan (see Chapter 10), colchicine (for
familial Mediterranean fever, triggered by rick-
ettsial infection), or combinations of these.
Transplantation of almost any affected organ,
especially the liver, may be curative. Patients
who respond to treatment show gradual regres-
sion of amyloid deposits. Transplant patients do
little worse than others without amyloid, but
surgery may be complicated by haemorrhagic
problems and poor wound healing.
Sarcoidosis
Epidemiology and clinical features
This is a relatively common (UK prevalence
about 20 per 100 000) granulomatous disorder,
mostly affecting young adults aged 20-40 years,
with widespread non-caseating granulomas in
lymph nodes, liver, lungs, eyes and skin. They
are less common in the joints, muscles, heart
and CNS. Eye lesions occur in 25% of cases
and skin lesions in about 10% (see below).
Afro-Caribbeans usually have a more severe form
of sarcoidosis, but it is less common in Asians.
It usually presents with a restrictive lung
defect (see Chapter 5) and bilateral hilar
lymphadenopathy, often detected on routine X-
ray, or small joint, tendon and associated soft
tissue swelling, occurring in about 5% of
patients. The picture may strongly resemble RA,
but this frank arthritis is usually associated with
lung problems or erythema nodosum (a florid,
painful, dusky red rash on the lower limbs, espe-
cially in the lower shins and ankles). Cardiac
symptoms may occur rarely, in isolation.
The underlying abnormality appears to be the
sequestration of T-lymphocytes in the lungs,
causing depression of T cell function, but there is
no evidence of CMI involvement (see Chapter
2). Spontaneous recovery is common.
Löfgren’s syndrome is characterized by the abrupt onset of malaise, fever, large joint arthritis, erythema nodosum and lung symptoms.
Management and pharmacotherapy
About 65% of patients do well simply with
NSAIDs. Those with Löfgren’s syndrome usually
respond similarly, though symptoms may take
up to 3 months to resolve, and lung lesions up to
18 months.
Corticosteroids are the mainstay of treatment
for lung, cardiac, CNS, liver and spleen involve-
ment. They may also help for hypercalcaemia,
but if this is severe ample IV fluids, and some-
times disodium pamidronate, are required. Severe
disease may necessitate the use of second-line
drugs, e.g. methotrexate or hydroxychloroquine, as
in RA. Ciclosporin has been used experimentally
but its value has been disputed, so it is usually
reserved for non-responders to conventional
treatment.
Eye problems (uveitis) are usually treated with topical corticosteroids, e.g. dexamethasone or clobe-
tasone (lower risk of glaucoma), but also require mydriatics, e.g. cyclopentolate. They may be severe enough to require systemic corticosteroids.
Combined heart-lung and kidney transplanta-
tion has been used in end-stage non-responders, but the disease is likely to affect the transplanted organs subsequently.
Other rheumatic disorders
Reactive arthritis
This is an ill-defined entity, but the term is usually
used to describe arthritis that follows an identifi-
able infection, often rheumatic fever or enteric
infections, e.g. Campylobacter infection, dysen-
tery, Salmonella food poisoning, AAC (see Chapter
8), and some sexually-acquired infections.
Reiter’s syndrome
Definition
This multi-system disorder is usually characterized
by:
• Urethritis.
• Seronegative spondarthritis (p. 789). • Conjunctivitis.
• Skin lesions.
These may follow sexually transmitted diseases,
e.g. non-specific urethritis or cervicitis. The
acronym ‘SARA’, Sexually Acquired Reactive
Arthritis, has been coined for this condition,
about 50% of cases being associated with
Chlamydia trachomatis or Ureaplasma urealyticum
‘non-specific’ urethritis. Gut infections, e.g.
bacillary dysentery, may also be involved.
This is largely a male problem (80-95%), with most patients aged 16-35 years. There is a strong association with HLA-B27 (between 60% and 95% in various reports) that suggests the existence of a genetic susceptibility to an infection-triggered, immune-mediated disease.
Clinical features
Typically, there is a low-grade fever, conjunc-
tivitis, arthritis and urinary-tract symptoms. The
arthritis tends to affect a few joints asymmetri-
cally, primarily in the lower limbs, and usually
remits after a few weeks or months. Sacroiliitis
and spondylitis can occur at any stage, usually in
severe cases associated with sexually-acquired infection. About 50% of patients experience a single episode, but recurrences occur in the remainder over a period of years, probably following repeated gastrointestinal or urinogen-
ital infections. Repeated attacks lead to joint
damage, which is sometimes severe.
Management
Management of Reiter’s syndrome involves:
• Physiotherapy to reduce possible ankylosis.
• Early, aggressive treatment of any infection,
e.g. tetracyclines for most urinogenital infec-
tions, including Chlamydia, may reduce arthropathy.
• NSAIDs.
• Corticosteroids for severe systemic complica-
tions, or for injection into isolated, badly
affected joints.
• Aspiration of badly swollen joints.
• Surgery in late disease, as for AS (p. 789).
Soft tissue rheumatism
This section describes briefly the most common minor non-arthritic soft tissue lesions. They are relatively common and treatable. Topical therapy with creams and liniments is popular
(p. 811). Physical treatments, e.g. physio-
therapy, osteopathy, chiropractic and acupunc-
ture, are widely used, and help to relieve pain and associated muscle spasm.
Carpal tunnel syndrome (CTS)
Definition
This entrapment neuropathy is the result of
compression of the median nerve at the wrist,
where it passes between the tendons and the
transverse ligament (Figure 12.11).
Aetiology and epidemiology
CTS may be idiopathic or occur in association with many diseases or conditions, e.g. RA, Raynaud’s syndrome, fluid accumulation (preg-
nancy, premenstrual or postmenopausal), tenosynovitis (e.g. sports injury, overuse of the wrist, repetitive strain injury and local trauma), obesity, diabetes mellitus, hypothyroidism, amyloidosis and acromegaly. The condition may occur at any age, mostly in women.
Clinical features
These include:
• Paraesthesias, e.g. tingling, sensory loss and
numbness in the first three-and-a-half digits of
the hand (Figure 12.11(a)), i.e. in the area of
distribution of the median nerve, although
symptoms may be rather diffuse. The patient
often wakes at night and hangs the arm over
the bedside or wrings the hand to obtain relief.
Pain in the hand, wrist or forearm.
• Weakness of the hand and wasting of the ball
of the thumb.
Management
This comprises:
• Management of any underlying disease or
predisposing condition.
• Local injection of corticosteroids. • Splinting.
• Nerve decompression by surgical division of
the transverse ligament of the wrist. However,
a precise diagnosis is an essential prerequisite;
this procedure will give no benefit if the root
of the problem lies elsewhere, e.g. nerve
compression at the elbow, neck or shoulder.
Tendonitis and tenosynovitis
Tendonitis is tendon inflammation. It is rarely
diagnosed precisely in general practice, and
many syndromes are enthesopathies. The
aetiology is uncertain but may be associated with an inflammatory arthropathy or minor repeti-
tive trauma. The most common lesions include:
• Supraspinous tendonitis, characterized by
pain on straight arm raising.
• Frozen shoulder, a more serious condition,
occurring at any age in adult life, but mostly in
older patients; it may cause restriction of
shoulder movement and severe pain, especially
at night.
• Tennis elbow, with pain occurring over the
lateral (outer) aspect of one elbow joint.
• Golfer’s elbow causes pain on the medial
(inner) side of an elbow.
• Achilles tendonitis, behind the ankle.
• Plantar fasciitis gives pain in the sole of the
foot.
Tenosynovitis is inflammation and swelling of the tendon sheaths. It is commonly caused by trauma and overuse injury, but it is also a frequent accompaniment to RA and other inflammatory arthropathies. Type II hyperlipoproteinaemia (see Chapter 4) is a predisposing factor.
The use of quinolone antibiotics (see Chapter
8) has occasionally been associated with tendon
rupture, especially in the Achilles tendon, but
also in the shoulder and hand. This rare side-
effect has also been reported in those taking
corticosteroids and may occur within 48 h of
starting treatment. Elderly patients are more
prone to tendonitis. Patients should be warned
that if they experience any tendon pain or
discomfort, especially of the Achilles tendon,
they should stop taking the antibiotic and see
their doctor immediately.
Management
Rest and the application of heat or cold, as the
patient finds most effective, and NSAIDs are
used. Local injection of corticosteroids is used
in resistant cases, under consultant supervision,
because it is important not to inject the tendon
itself: injection into a tendon may itself cause
rupture. Physical therapies are used progres-
sively as the condition improves, and are
helpful for preventing adhesions. Surgery to
divide tendon sheaths or remove calcified
deposits may be needed in persistent cases, and
may be curative.
Soft tissue rheumatism 811
Topical NSAIDs are popular, partly because
when patients rub in the product they feel that
they are contributing to their own treatment and
because the massage also stimulates local blood
supply and interferes with pain signal transmis-
sion, so contributing to healing. Penetration into
joints has been demonstrated and a meta-
analysis found that topical forms of diclofenac,
ibuprofen, ketoprofen and piroxicam gave at least
50% pain reduction in acute soft tissue trauma,
sprains and strains. Similar benefits were seen in
chronic conditions, e.g. tendonitis and osteo-
arthritis. Although they avoid the gastro-
intestinal side-effects associated with oral
dosing, the use of large amounts of topical prod-
ucts and occlusive bandaging may cause exces-
sive penetration and systemic effects, e.g. renal
impairment, especially in older patients, and
those with inflammatory skin problems. These
POM products are unlikely to be beneficial in
RA, but may give some benefit to those with OA
(see above) and soft tissue rheumatism.
They should be applied with gentle massage
only, not used on abraded skin or large areas and
should not be occluded. Women who are pregnant
or breastfeeding should avoid these products.
OTC products may contain an NSAID or sali-
cylate plus a rubefacient and should not be used overenthusiastically, as above.
Bursitis
This is inflammation of a bursa, the most
common sites being the large toe (bunion),
shoulder, lower pelvis (‘tailor’s bottom’), knee
(‘housemaid’s knee’, shop workers’ knee, from
kneeling on hard floors), and elbow (‘miner’s or
‘students’ elbow’).
The aetiology is often unknown but is usually
the result of trauma. Other possible causes are
inflammation of adjacent joints, gout or
infection.
There is pain and local tenderness, and swelling is a feature of the last two conditions mentioned above. Occasionally, chronic bursitis may follow repeated trauma, e.g. from shoes
(bunions), unresolved infection or gout.
Management includes rest, with or without
splinting, and high-dose NSAIDs plus local injection of corticosteroids in severe or persistent cases: NSAIDs alone are of limited value. Physical therapies are used progressively as the pain and inflammation subside.
Inflamed bursae sometimes continue to enlarge and require surgical dissection, with excellent results.
Fibrositis and fibromyalgia
This is a group of non-specific conditions
presenting with diffuse pain, tenderness and
stiffness of muscles and their connective tissues,
with local tender points. Pain is felt most
frequently in the back, neck, shoulders, chest
and buttocks.
There is no specific disease entity. It is assumed
to be due to trauma, exposure to cold, viral infec-
tion or stress. Management is purely sympto-
matic with analgesics, and topical and physical
treatments.
Low back pain
Definition
This is pain in the lower lumbar, lumbosacral
and sacroiliac regions. It is sometimes accompa-
nied by sciatica, which is neurological pain
occurring in the distribution of the sciatic nerve,
i.e. in the buttocks and the lateral (outer) aspect
of the leg and the foot. It can be very severe and
incapacitating.
Aetiology
The pain is mostly the result of ‘degenerative’
joint disease (OA) and so is very common in the
elderly (50% of the 60 age group). However,
buttock pain in younger patients may be due to
AS (see above). A first attack of mechanical low
back pain is unusual below 20 years of age or after
50 and raises the possibility of an organic cause.
A common cause is a prolapsed interverte-
bral disc (PID, ‘slipped disc’), when the capsule
of an intervertebral disc ruptures or herniates
under strain (e.g. lifting, bending stress, sports
trauma and sneezing) and the nucleus pulposus
(pulpy centre) is extruded into the spinal canal
to press on a nerve root. A strong longitudinal
vertebral ligament usually prevents the extruded
pulp pressing directly on the spinal cord, so
pressure is normally directed to one side to
give unilateral symptoms (see Figure 12.3(b)).
There is associated muscle spasm, which exac-
erbates the condition. A new PID is uncommon
in the elderly.
One iatrogenic cause is prolonged systemic corticosteroid therapy, leading to osteoporosis and collapse of one or more vertebrae (crush
fractures), often causing bilateral nerve root compression and severe pain.
Pregnancy or obesity may also cause strain and low back pain.
Diagnosis
Frequently, no abnormality can be demonstrated
with X-rays, so it may be difficult to make a
precise diagnosis, unless there is a fracture, dislo-
cation or PID. MRI scanning is the preferred
procedure and is justified if symptoms are severe.
A full blood count, ESR or blood biochemistry
are appropriate if an inflammatory lesion, a
metabolic origin or malignancy are thought to
be likely.
More invasive investigations are rarely justi-
fied. However a myelogram (i.e. X-ray following
injection of a radio-opaque dye to visualize the
spinal cord) may be done in difficult cases to
determine the extent of spinal cord damage,
though MRI is less invasive and will usually
show this. This is important if there is evidence
of neurological deficit, e.g. leg paraesthesias or
loss of control of bladder or bowels, or to direct
possible surgery.
Management
Acute back pain
Management is conservative because most
patients recover completely in 6-8 weeks of
partial rest with warmth, plus analgesic support.
However, excessive rest is undesirable, causing
muscle wasting and delaying recovery. If pain is severe, recovery is prolonged or there are neuro-
logical signs, active treatment is indicated, including:
• Local injections of pethidine (meperidine),
local anaesthetics or a long-acting cortico-
steroid, if there is severe, acute pain. Oral
pethidine is ineffective (see Chapter 7).
• Muscle relaxants, e.g. diazepam or meproba-
mate, to relieve muscle spasm.
• Manipulation, provided it is certain that there
is no PID or fracture, otherwise serious
neurological damage may be caused.
• Traction and surgery may occasionally be
indicated for persistent motor weakness, and as a matter of urgency if there is loss of
control of bladder or bowel function.
• NSAIDs are often used in the community
but are seldom superior to simple or opioid analgesics.
Chronic back pain
No generally satisfactory treatment is available. Orthodox management includes:
• Weight reduction.
• Treatment of any underlying disease.
• Analgesics appropriate to pain severity.
• Patient education on the avoidance of back
strain and poor posture, including advice on working conditions and suitable seating.
• Carefully graded exercises and physiotherapy
to strengthen the back muscles and so improve joint stability.
• Spinal supports (corsets, belts) in an acute
exacerbation, but prolonged use is undesir-
able because muscle tone, and therefore support, is lost.
• Occasionally, surgical removal of the disc
(discectomy, usually percutaneously) or a
vertebral arch (laminectomy). Enzyme injec-
tions are sometimes used to dissolve the disc
pulp (chemonucleolysis, e.g. with chymopa-
pain from the papaya plant), but are less
satisfactory because of allergic reactions.
• Spinal fusion is undertaken rarely.
Other physical modalities, e.g. osteopathy, chiro-
practic, are of undoubted benefit to many
References and further reading 813
sufferers, who tend to seek a variety of ‘alternative’
medical treatments, sometimes in desperation at
the unsatisfactory outcome of orthodox medical
treatment.
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