Scheme of Ficat classification (1985).
Abstract
Osteonecrosis and osteoporosis are frequent adverse effects of glucocorticoid therapy of systemic lupus erythematosus (SLE). Idiopathic osteonecrosis (ION) of the femoral head occurs in 3–40% of patients receiving glucocorticoid, and can also develop in other bones. Higher doses of glucocorticoid and steroid pulse therapy are considered to be risk factors for ION of the femoral head. To analyze these risk factors, it seems important to detect early changes in the femoral head by magnetic resonance imaging and to monitor early clinical events attributable to steroid therapy. Prophylaxis with statins and warfarin remains debatable. The use of glucocorticoid is increase the risk of bone fractures. Bisphosphonate (BP) is used for its prevention and treatment of osteoporosis. Atypical femoral fracture (AFF) has been recently recognized as a complication associated with BP use. AFF is considered to be a form of stress fracture; localized periosteal thickening of the lateral cortex is often present at the fracture site. The thickening has been recently recognized as a complication associated with the use of antiresorptive agents such as BP and denosumab. As long-term BP/glucocorticoid use is a risk factor for beaking in patients with SLE , temporary withdrawal of BP administration should be considered.
Keywords
- systemic lupus erythematosus
- glucocorticoid
- osteonecrosis
- bisphosphonate
- atypical femoral fracture
1. Introduction
Systemic lupus erythematosus (SLE) is a chronic, inflammatory, systemic autoimmune disease of unknown etiology characterized by production of antinuclear autoantibodies. It mainly affects young women and shows a broad spectrum of manifestations such as general fatigue, skin rash, fever, and arthritis and disorders involving the kidney, heart, and central nervous system. These organ involvements occur in patients with severer disease status and indicate a poor prognosis. Glucocorticoid has been used as a first-line therapy for SLE. Glucocorticoid exerts strong anti-inflammatory effects and is widely used for the treatment of uncontrolled disease activity in patients with SLE, such as central nervous system lupus (CNS), severe lupus nephritis, and other life-threatening conditions [1]. Glucocorticoid therapy is successful in most cases when high doses are employed, and as a result the prognosis of the SLE has improved remarkably. On the other hand, as glucocorticoid has adverse side effects on many organ systems, only the minimum effective dose is used for treatment. For example, skin thinning and purpura are commonly observed, and the risk of both cataracts and glaucoma is increased. Glucocorticoid use is associated with an increased risk of ischemic heart disease and heart failure, and also an increased risk of gastritis, gastric ulcer, and gastrointestinal bleeding. In the musculoskeletal system, osteoporosis is one of the more serious adverse effects of glucocorticoid [2], and osteonecrosis is also a significant problem [3]. Bisphosphonate (BP) is a key drug used for prevention and treatment of osteoporosis. The risk of osteonecrosis caused by glucocorticoid is higher in patients with SLE. Glucocorticoid causes a dose-dependent, mild increase in the fasting glucose level and a greater increase in postprandial hyperglycemia in patients without preexisting diabetes mellitus (DM), whereas it worsens control of the blood glucose level in patients with DM. The adverse effect of glucocorticoid on atherosclerotic vascular disease is thought to be mediated in part by elevated levels of nonfunctional lipoprotein. In patients with SLE, the adverse effects of glucocorticoid on lipid profiles are dose-dependent, occurring only at prednisone doses exceeding 10 mg/day. Systemic glucocorticoid also has many effects on both innate and acquired immunity, resulting in a dose-dependent increase in the risk of infection, especially with common bacterial, viral, and fungal pathogens [4]. Conventional immunosuppressive agents such as mycophenolate mofetil, azathioprine, and cyclophosphamide are also widely used in the management of SLE, and current treatment regimens optimize the use of these agents while minimizing their potential toxicity [5]. Tacrolimus may be particularly useful as adjunctive therapy in patients with persistent proteinuria despite other therapies, and in the management of lupus nephritis in pregnancy. The advent of biological agents has advanced the treatment of SLE, particularly in patients with refractory disease. The CD20 monoclonal antibody rituximab and the anti-BLyS agent belimumab are widely used in clinical practice. The prognosis of SLE has improved markedly, and long-term survival has increased. Prior to 1955, fewer than 50% of patients survived 5 years after diagnosis whereas now, 10-year survival exceeds 90% [6 ]. Our recent data have also confirmed that the 5-year survival rates of patients diagnosed as having SLE before 1970, between 1970 and 1979, between 1980 and 1989, between 1990 and 1999, and after 2000 were 71.4, 83.1, 94.5, 93.4, and 96.4%, respectively. Previously, the causes of death in patients with SLE were mainly infection and renal disease, but recently atherosclerotic cardiovascular disease emerging in the long term has become a focus of concern. Musculoskeletal conditions that impair the quality of life have also become problematic, including osteonecrosis and atypical femoral fracture (AFF). Here we discuss osteonecrosis and AFF in patients with SLE.
2. Incidence, etiology, and pathogenesis
Idiopathic osteonecrosis (ION) of the femoral head occurs frequently (3–40%) in patients receiving glucocorticoid for underlying conditions such as nephrotic syndrome and renal transplantation [7–10]. It is also known to occur as one of the serious complications of glucocorticoid treatment
3. Timing of osteonecrosis-related ischemia in patients with SLE
Radiographically, at the earliest stage of ION, plain radiographs show normal features, whereas axial and coronal T1- and T2-weighted MR images show low-density signals in the femoral head (Figure 1).
From this viewpoint, osteonecrosis associated with renal transplantation can provide important information. The band patterns on MRI correspond to repair tissue located between necrotic and intact areas [25, 26]. Thus, there is a time lag between the occurrence of ischemia and the appearance of the band pattern. It has been reported that 1 month after internal fixation of a femoral neck fracture, MRI can reveal band patterns in the femoral head away from the fracture line [27]. In patients who develop ION after renal transplantation, it is presumed that intraosseous ischemia occurs earlier than 6–12 weeks postoperatively [28, 29] when band patterns are observed on T1-weighted MRI. In experimental animal models of osteonecrosis, it has been shown that intraosseous ischemia occurs quite soon after administration of large doses of steroid, that is, on the fifth and third day, respectively. The total dose of steroid administered in the first 2 weeks after renal transplantation is related to ION development [30]. This suggests the occurrence of an event in the bone that may lead to the development of ION at a very early stage after steroid administration. The widespread use of MRI now makes it possible to detect osteonecrotic change in SLE patients soon after administration of glucocorticoid, thus facilitating early diagnosis. Nagasawa et al. reported that 33% of patients developed ION within 3 months after the start of glucocorticoid treatment and that symptomatic ION became apparent at 2 years and beyond [31]. Radiographically, a subchondral radiolucency known as the crescent sign appeared at a late stage in ION, indicating subchondral fracture. However, that study was a multicenter one, and several strategies were selected for treatment of SLE according to the clinical conditions of the patients, resulting in slight differences among the participating hospitals. Several strategies have been selected for treatment of SLE
4. Classification of osteonecrosis
Diagnosis of ION of the femoral head relies on the combination of clinical symptoms and radiographs and/or magnetic resonance imaging (MRI)
Stage | Radiographic signs | Clinical features |
---|---|---|
0 | Inconspicuous/normal findings | 0 (“silent hip”) |
I | Inconspicuous findings or minor changes (slight patchy osteoporosis, blurring of trabecular pattern, subtle loss of clarity) | + |
II A | Diffuse/focal radiological changes (osteoporosis, sclerosis, cysts) | + |
II B | Subchondral fracture (“crescent sign”) segmental flattening of femoral head (“out-of-round appearance”) | + |
III | Broken contour of femoral head, bone sequestrum, joint space normal | ++ |
IV | Flattened contour of femoral head, decreased joint space collapse of femoral head, acetabular osteoarthritic changes | +++ |
Stage | Radiological findings | Subclassification | |
---|---|---|---|
0 | Positive: histology negative/normal: radiograph/CT/MRI/scintigraphy | − | |
I | Positive: MRI and/or bone scintigraphy negative/normal: radiograph/CT | + | (a) |
II | Radiograph: sclerotic, cystic or osteoporotic changes of femoral head | + | (a) |
III | Radiograph: subchondral fracture (“crescent sign”) | + | (a) |
IV | Radiograph: flattening of femoral head | ++ | (b) |
V | Radiograph: flattening of femoral head and osteoarthritic changes: decreased joint space and acetabular changes | +++ | (b) |
VI | Complete joint destruction | − |
5. Early changes in MRI features and laboratory parameters of SLE patients
In previous multicenter studies, several strategies were selected for treatment of SLE according to the clinical conditions of the patients, resulting in slight differences among the participating hospitals. This allowed us to investigate the very early development of ION at 3 months after the start of steroid therapy using MRI imaging to clarify the background factors associated with ION. We found that the prevalence of asymptomatic ION among our patients was 26.9%, similar to that described previously [23]. We found no differences in the clinical characteristics of the patients, such as sex, age, height, and body weight and clinical features. The Systemic Lupus Erythematosus Disease Activity Index (SLEDAI)
6. Serological parameters and ION
Serological activity of SLE was determined on the basis of decreased CH50 and increased anti-DNA antibodies. We also investigated serological parameters such as C3, C4, CH50, and anti-ds DNA antibody, as well as renal function parameters such as the serum creatinine level, estimated glomerular filtration rate, and
7. Lipid levels, statins, and ION
Several studies of ION have indicated the association of lipid. Nagasawa et al. [31] investigated the rate of increase in serum total cholesterol (TC) levels 1 month after glucocorticoid administration in patients with new-onset SLE, and found that they were significantly high in the ION group. It was also found that lipid levels, and the rates of increase in almost all the TC and triglyceride (TG) parameters, were higher in the group that developed ION. TC levels tended to be higher than that in the non-ION group, and the maximum levels and
8. Prevention of osteonecrosis
In patients at risk of osteonecrosis, several factors are controllable, and thus prevention is the best approach. Hyperlipidemia and DM should be managed appropriately and alcohol consumption minimized [42]. Smoking should also be avoided, if possible [50]. The dosage of glucocorticoid should be minimized as far as possible, as described previously. Statins may help to protect against osteonecrosis. One database review found that only 1% of 284 patients developed ION after treatment with statins before glucocorticoid use. In renal transplant recipients, among 338 patients who were treated with statins, 15 (4.4%) developed ION and among 2543 patients who were not treated with statins, 180 (7%) patients developed ION [49]. Antioxidant agents have been shown to inhibit osteonecrosis in animal models [51]. Further accumulation of similar studies is needed to clarify the preventive effect of statins against SLE-associated ION.
9. Treatment of ION
The management of ION is usually determined by the degree of femoral head involvement. If the subchondral shell remains intact, there is still a possibility of healing, but if collapse occurs, healing is impossible. If the necrotic area is small and there are no symptoms, ION should be followed up because some cases may spontaneously progress over time. If femoral head ION is diagnosed early, core depression is a commonly used form of prophylactic surgery to prevent the development of arthritis. One study has demonstrated long-term spontaneous repair of osteonecrotic lesions during low-dose glucocorticoid therapy [52]. Conservative treatment of ION involves limiting the degree of weight-bearing on the hip joint in conjunction with analgesia. In general, simple observation may be considered for asymptomatic lesions. Symptomatic lesions will likely progress to collapse, and if observation is chosen, the next joint-preserving procedure should be considered. Various forms of medication have been tried. BP is regularly used for prevention of insufficiency fractures, and several studies have shown that alendronate can reduce pain and slow the progression of collapse [53–55]. Treatment with BP is effective before subchondral collapse, but after subchondral collapse, the effects of treatment for inhibiting destruction of the femoral head are limited. Lipid-lowering agents, especially statins, are hypothesized to have a protective effect against ON. The prevalence of a clinically significant antiphospholipid profile is approximately 20% in SLE patients, and these antiphospholipid antibodies are believed to contribute to ION though hypercoagulation. Accordingly, anticoagulation therapy has been tried for prevention of ION in SLE patients, and warfarin has been modestly beneficial in this respect. One study of 60 SLE patients receiving prednisolone at more than 40 mg/day found that treatment with warfarin significantly reduced the onset of ION [31]. Among various physical modalities, extracorporeal shockwave therapy, hyperbaric oxygen, and pulsed electromagnetic therapy have yielded encouraging results, but further large prospective studies will be necessary to confirm these effects. Surgical treatments to prevent joint destruction include hip arthroplasty, core decompression, osteotomy, and vascularized bone grafting. Core decompression is commonly performed as prophylactic surgery for pre-collapse osteonecrosis of the femoral head. This decreases intramedullary pressure within the femoral head and neck, and has been postulated to improve blood circulation to the femoral head. Core decompression is often combined with bone grafting to help regenerate healthy bone and support cartilage at the hip joint. Bone grafting involves transplantation of healthy bone tissue to an area of the body where it is needed. Another option that has had some degree of success is harvesting and
10. Atypical femoral fracture
Glucocorticoid-induced osteoporosis (GIO) is an important problem in patients with SLE. BP is a key drug used for prevention and treatment of GIO. Patients with SLE often need to continue glucocorticoid and BP therapy for a long time, even if they are young. AFF has recently been recognized as a complication of long-term BP use [62, 63]. AFF is defined as a fracture located along the femoral diaphysis from just distal to the lesser trochanter to just proximal to the supracondylar flare, as distinguished from typical femoral fracture which occurs at the femoral neck or intertrochanteric area and is related to osteoporosis [63]. Diagnosis of AFF requires the presence of four of five major features (Table 3).
To satisfy the case definition of AFF, the fracture must be located along the femoral diaphysis from just distal to the lesser trochanter to just proximal to the supracondylar flare. In addition, at least four of the five major features must be present. None of the minor features is required but have sometimes been associated with these fractures. |
Major features |
The fracture is associated with minimal or no trauma, as in a fall from a standing height or less |
The fracture line originates at the lateral cortex and is substantially transverse in its orientation, although it may become oblique as it progresses medially across the femur |
Complete fractures extend through both cortices and may be associated with a medial spike; incomplete fractures involve only the lateral cortex |
The fracture is noncomminuted or minimally comminuted |
Localized periosteal or endosteal thickening of the lateral cortex is present at the fracture site (“beaking” or “flaring”) |
Minor features |
Generalized increase in cortical thickness of the femoral diaphyses |
Unilateral or bilateral prodromal symptoms such as dull or aching pain in the groin or thigh |
Bilateral incomplete or complete femoral diaphysis fractures |
Delayed fracture healing |
Beaking is one of these features, and is defined as localized periosteal or endosteal thickening of the lateral cortex at the fracture site. Since cortical thickening at the fracture site characterizes stress fracture, the mechanism of AFF is considered to involve stress [63]. The age-standardized incidence rates of AFF have been reported to be 16 per 100,000 person-years for patients treated with BPs over 5 years and 133 for those treated with BPs over 10 years [62], and AFF occurs much less frequently than osteoporosis-related fractures. However, once it occurs, it takes much time to heal [64, 65], and the daily life activities of the patient are often impaired. Risk factors for AFF other than long-term BP use include glucocorticoid therapy [66, 67], complicating connective tissue disease [67], lateral bowing of the femur [68, 69], a low level of serum 25-hydroxyvitamin D [66], and female gender [70]. Glucocorticoid therapy has been reported to have an important impact on AFF [66, 67], although no significant association has yet been proved in several studies [71, 72]. Girgis et al. reviewed 152 femoral shaft fractures and classified 20 of them as AFF; they concluded that the use of glucocorticoid therapy for more than 6 months was significantly associated with AFF [66]. In a fracture location-, age-, and gender-matched case-control study, Saita et al. reviewed 2238 hip and femoral shaft fractures and diagnosed 10 of them as AFF, concluding that glucocorticoid therapy and complicating connective tissue disease were significant risk factors for AFF [67]. We recently evaluated the incidence of latent femoral beaking (Figure 2), which may precede AFF, in 125 patients with autoimmune diseases [65 (52%) with SLE] taking BP and glucocorticoid [73].
Our data revealed that the incidence of beaking was 8% and increased to 10% over 2 years. A case of complete AFF from the tip of the beaking occurred in one patient. The risk factors for beaking were BP therapy for a period of >4 years, age 40–60 years, and presence of diabetes mellitus [73]. Although few studies have investigated AFF in patients with SLE, the frequency of beaking in our study was thought to be higher than in conventional reports of AFF, possibly because all of the patients were taking BP (mean therapy duration 5.1 ± 2.7 years) and glucocorticoid (mean dose 10.0 ± 3.8 mg). Both BP and prolonged glucocorticoid therapy reduce bone remodeling [64, 74], thus, impairing the healing of microdamage occurring during normal daily life activities. BP also changes bone plasticity [75], and glucocorticoid therapy leads to a deterioration of bone quality [76]. Thus, a combination of BP and glucocorticoid therapies enhances microdamage accumulation, producing conditions in which beaking can easily occur. Generally, lateral bowing of the femur is considered to be a risk factor for AFF. Hyodo et al. indicated that AFF located in the mid femur was significantly related to femoral bowing, whereas AFF in the proximal femur was related to glucocorticoid use [68]. In our previous study of patients with autoimmune diseases taking BP and glucocorticoid, the femoral beaking was mostly located at the subtrochanter, and was not related to lateral bowing of the femur [73]. Therefore, AFF and beaking in patients taking BP and glucocorticoid may generally occur irrespective of lateral femoral bowing. In order to properly benefit from BP and to minimize the risk of AFF, a BP “drug holiday” has been proposed. Postmenopausal women treated orally with BP for over 5 years can be considered for such a break in drug therapy if they have no osteoporotic fractures, their hip T score is >−2.5 and their fracture risk is not high [62]. For patients with GIO, few studies have investigated the safety and effectiveness of temporary drug withdrawal, and further studies are required. Because of the high frequency of beaking in patients taking BP and glucocorticoid [73], regular femoral X-ray screening for beaking is strongly recommended for AFF prevention, and once beaking is detected, a BP drug holiday should be considered.
11. Conclusion
SLE is a chronic inflammatory autoimmune disease mainly affecting young women; the mortality has recently been improved by treatments including glucocorticoid therapy. However, several adverse effects of glucocorticoid may decrease the quality of life. Even though some of these adverse effects have been overcome recently, AFF and ION are still persistent problems, and further work needs to be done to alleviate them.
Acknowledgments
This study was supported by a research grant from the Research Committee on Idiopathic Osteonecrosis of the Femoral Head of the Ministry of Health, Labour, and Welfare of Japan.
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