iatrogenic neuromuscular disorders · 2015-07-08 · iatrogenic neuromuscular disorders faculty ii...
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2009 COURSE G AANEM 56th Annual Meeting
San Diego, California
Copyright © October 2009 American Association of Neuromuscular & Electrodiagnostic Medicine
2621 Superior Drive NW Rochester, MN 55901
Printed by Johnson Printing Company, Inc.
Peter D. Donofrio, MD Anthony A. Amato, MDJames F. Howard, Jr., MD
Charles F. Bolton, MD, FRCP(C)
Iatrogenic Neuromuscular Disorders
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Iatrogenic Neuromuscular Disorders
Faculty
ii
Anthony A. Amato, MDDepartment of NeurologyBrigham and Women’s HospitalHarvard Medical SchoolBoston, MassachusettsDr. Amato is the vice-chairman of the department of neurology and the director of the neuromuscular division and clinical neurophysiology labo-ratory at Brigham and Women’s Hospital (BWH/MGH) in Boston. He is also professor of neurology at Harvard Medical School. He is the director of the Partners Neuromuscular Medicine fellowship program. Dr. Amato is an author or co-author on over 150 published articles, chapters, and books. He co-wrote the textbook Neuromuscular Disorders with Dr. Jim Russell. He has been involved in clinical research trials involving patients with amyotrophic lateral sclerosis, peripheral neuropathies, neuromuscular junction disorders, and myopathies.
Charles F. Bolton, MD, FRCP(C)FacultyDepartment of Medicine Division of NeurologyQueen’s UniversityKingston, Ontario, CanadaDr. Bolton was born in Outlook, Saskatchewan, Canada. He received his medical degree from Queen’s University and trained in neurology at the University Hospital, Saskatoon, Saskatchewan, Canada, and at the Mayo Clinic. While at Mayo Clinic, he studied neuromuscular disease under Dr. Peter Dyck, and electromyography under Dr. Edward Lambert. Dr. Bolton has had academic appointments at the Universities of Saskatchewan and Western Ontario, at the Mayo Clinic, and cur-rently at Queen’s University. He was also recently received the AANEM Distinguished Physician Award. His special interests are investigations of neuromuscular problems in the intensive care unit, and of neuromuscular respiratory insufficiency.
Course Chair: William W. Campbell, MD
The ideas and opinions expressed in this publication are solely those of the specific authors and do not necessarily represent those of the AANEM.
No one involved in the planning of this CME activity had any relevant financial relationships to disclose. Authors/faculty have nothing to disclose.
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Peter D. Donofrio, MDProfessorDepartment of NeurologyChiefNeuromuscular SectionVanderbilt UniversityNashville, TennesseeDr. Donofrio is a graduate of The Ohio State University School of Medicine. He completed a medicine residency at Good Samaritan Hospital in Cincinnati, Ohio, and a neurology residency and neuromus-cular fellowship at the University of Michigan. After several years on the faculty at the University of Michigan, he moved to Wake Forest University where he remained for 20 years before moving to Vanderbilt University Medical Center in 2006. He is professor of neurology and chief of the neuromuscular section, the EMG laboratory, the Muscular Dystrophy Association Clinic, and the Amyotrophic Lateral Sclerosis (ALS) Clinic at Vanderbilt. His research interests included clinical trials in ALS, in-flammatory neuropathies, and electrodiagnosis of peripheral neuropathy. Dr. Donofrio has served on the Board of Directors of the AANEM and is a past-president of the association.
James F. Howard, Jr. MDProfessorDepartments of Neurology & MedicineThe University of North Carolina at Chapel HillChapel Hill, North CarolinaDr. Howard received his undergraduate and medical degrees from the University of Vermont, his internship in internal medicine at Albany Medical Center, and completed a residency in neurology and fellowship training in neuromuscular disorders-EMG at the University of Virginia. Dr. Howard joined the department of neurology at the University of North Carolina in 1979 where he is now chief of the neuromuscular disorders section. He is also the co-director of the Muscular Dystrophy Association (MDA) Clinic and the director of the EMG laboratory. Dr. Howard is a member of the American Neurological Association and a fellow in the American Academy of Neurology. He has served on the Board of Directors for AANEM and the Myasthenia Gravis Foundation of America. He is a past-chair for the National Medical/Scientific Advisory Board of the Myasthenia Gravis Foundation of America. He is a member of the Medical Advisory Committee of the MDA and serves on the Board of the American Board of Electrodiagnostic Medicine. He is a found-ing associate editor for the Journal of Clinical Neuromuscular Disease. Dr. Howard’s research interests are in the immunology and physiology of neuromuscular transmission, myasthenia gravis, and gene therapy for muscular dystrophy.
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iv Sports Related Neuromuscular Disorders iv
Please be aware that some of the medical devices or pharmaceuticals discussed in this handout may not be cleared by the FDA or cleared by the FDA for the specific use described by the authors and are “off-label” (i.e., a use not described on the product’s label). “Off-label” devices or pharmaceuticals may be used if, in the judgement of the treating physician, such use is medically indi-cated to treat a patient’s condition. Information regarding the FDA clearance status of a particular device or pharmaceutical may be obtained by reading the product’s package labeling, by contacting a sales representative or legal counsel of the manufacturer of the device or pharmaceutical, or by contacting the FDA at 1-800-638-2041.
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v
Iatrogenic Neuromuscular Disorders
Contents
Faculty iii
Objectives v
Course Committee vi
Iatrogenic Neuropathies 1Peter D. Donofrio, MD
Toxic Myopathies 11Anthony A. Amato, MD
Selected Iatrogenic Disorders of Neuromuscular Transmission 27James F. Howard, Jr., MD
Neuromuscular Disorders in the Intensive Care Unit 33Charles F. Bolton, MD, FRCP(C)
Objectives—After attending this session, participants will be able to (1) recognize iatrogenic neuromuscular disorders such as medication induced peripheral neuropathies, myopathies, and neuromuscular transmission disorders, and (2) manage patients with acute ventilatory failure in the ICU related to the use of steroids and neuromuscular blocking agents and patients with failure to wean due to underlying neuromuscular disease.
Prerequis ite—This course is designed as an educational opportunity for physicians.
AccreditAtiOn stAtement—The AANEM is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education (CME) for physicians.
cme credit—The AANEM designates this activity for a maximum of 3.25 AMA PRA Category 1 Credit(s).TM If purchased, the AANEM designates this activity for 2 AMA PRA Category 1 Credit(s).TM This educational event is approved as an Accredited Group Learning Activity under Section 1 of the Framework of Continuing Professional Development (CPD) options for the Maintenance of Certification Program of the Royal College of Physicians and Surgeons of Canada. Each physician should claim only those hours of credit he or she actually spent in the educational activity. CME for this course is available 10/09 - 10/12.
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vi
Shawn J. Bird, MDPhiladelphia, Pennsylvania
Gary L. Branch, DODewitt, Michigan
John E. Chapin, MDWalla Walla, Washington
Mazen M. Dimachkie, MDKansas City, Kansas
John E. Hartmann, MDAugusta, Georgia
David Bryan Shuster, MDDayton, Ohio
Benjamin S. Warfel, II, MDLancaster, Pennsylvania
2008-2009 AANEM PRESIDENT
Michael T. Andary, MD, MSEast Lansing, Michigan
2008-2009 AANEM COURSE COMMITTEE
Anthony E. Chiodo, MD, ChairAnn Arbor, Michigan
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INTRODUCTION
Iatrogenic as defined by Dorland’s Illustrated Medical Dictionary (24th Edition) is a condition resulting from the activity of physi-cians. Thus, it is any activity of physicians and other healthcare providers that injures or harms a patient. Iatrogenesis when applied to neuropathies includes untoward effects resulting from prescribed medications and chemotherapeutic agents, as well as procedures that lead to mononeuropathies, plexopathies, or radiculopathies.
This manuscript will focus on commonly prescribed medications, immunosuppressants, and chemotherapeutic drugs that can cause iatrogenic polyneuropathies.
MEDICATION-INDUCED NEUROPATHIES
With a few exceptions, the presentation of patients with drug-related or induced polyneuropathy does not differ from that of most chronic length-dependent neuropathies. The peripheral nervous system (PNS) reacts to toxins in a limited manner. Spencer and Schaumburg58 hypothesized that most toxins, including medica-tions, produce damage in one of four regions of the peripheral nerve: (1) the distal sensory and motor axon (axonopathy), (2) the Schwann cell, leading to a demyelinating neuropathy, (3) the dorsal root gan-glion (ganglionopathy or neuronopathy), and (4) the anterior horn cell or motor neuron.
In keeping with this classification, most medication-induced neuropa-thies can be categorized into one of four groups depending on the region of the PNS where the primary pathologic process occurs (Table 1).
As is true of most classifications, not all drugs fit perfectly into one category; some can cause pathology in more than one site, as well as in the central nervous system (CNS). The Table groups medication-induced neuropathies by the major confirmed or presumed anatomic site of pathology. Several drugs, listed in more than one grouping, can cause both an axonopathy or a demyelinating neuropathy.
Amiodarone
The most common neurological adverse effects of amiodarone are tremor, optic neuropathy, and peripheral neuropathy.18,38 The neu-ropathy typically begins between 5 and 12 months after amiodarone is first prescribed. Unlike most drugs, amiodarone gives rise to more than one type of neuropathy. These may be primarily axon loss, demyelinating, or a combination as reflected in nerve conduction studies (NCSs).23,66 Nerve biopsy shows severe loss of large and small myelinated fibers as well as unmyelinated fibers.38
Amitriptyline
Amitriptyline is a tricyclic antidepressant that has become a well-accepted treatment for neuropathic pain. Ironically, amitriptyline has been associated with the development of a peripheral neuropathy in several case reports.37,65 Zampollo65 reported a man who developed lower limb paresthesias, distal hypesthesia, and reduced ankle re-flexes after taking 150 mg of amitriptyline uninterrupted for 2 years. Motor and sensory amplitudes were reduced, latencies were normal or prolonged, and conduction velocities were slowed, consistent with diffuse axon loss. When amitriptyline was discontinued, symptoms,
Iatrogenic Neuropathies
Peter D. Donofrio, MDProfessor of Neurology
Department of NeurologyVanderbilt University Medical Center
Nashville, Tennessee
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signs, and the electrophysiologic abnormalities resolved within 3 years. Meadows and colleagues37 reported a woman who developed an amitriptyline-induced neuropathy. Her symptoms remitted when treated with 500 mg per day of pyridoxine. The authors hypothesized that amitriptyline produces a polyneuropathy in the same way as isoniazid, by depleting the availability of pyridoxal phosphate.37
Colchicine
Riggs and colleagues53 first described a relationship between colchi-cine and neuropathy and myopathy in 1986. Their patient had taken large doses of colchicine for 5 years and the neurological examination was consistent with a severe sensory and motor neuropathy and a mild proximal myopathy. The muscle biopsy showed an increased variability in myofiber size, rounded and atrophic myofibers, muscle fibers containing small vacuoles and subsarcolemmic deposits, and uneven staining of central muscle fibers. Except for persistent gait ataxia and distal hand weakness, the patient recovered after discon-tinuing colchicine.
In a larger of study of 12 patients with colchicine myopathy and neuropathy, Kuncl and colleagues31 found similar abnormalities on nerve conduction testing. Sural nerve biopsy in one patient identi-fied mild loss of large myelinated axons, degenerating axons, and regenerating axon clusters. Biopsies of proximal muscles showed a distinctive vacuolar myopathy, in which the vacuoles were distributed either centrally or in the region of the subsarcolemma. Except for symptoms and signs of a mild neuropathy, the patient’s neurologic function returned to normal within 4 weeks after discontinuation of colchicine. The authors associated the neuropathy and myopathy to renal dysfunction, as the adverse effect only occurred in patients with elevated serum creatinine.
Dapsone
Dapsone is commonly used to treat distinct dermatologic disorders, such as dermatitis herpetiformis, pyoderma gangrenosum, acne conglobata, alopecia mucinosa, and leprosy. Several patients have developed a motor greater than sensory, distal greater than proximal polyneuropathy after taking the drug.51,62 The neuropathy has been found in patients taking dosages ranging from 100-600 mg per day for several weeks to 16 years. Greater involvement in the hands than in the feet is an atypical feature for neuropathy. NCSs typically show normal to low normal conduction velocities, normal to prolonged distal latencies, and reduced compound muscle action potential (CMAP) amplitudes.20 Data from Gutmann and colleagues20 suggest that dapsone has its primary effect on the motor soma and axons of the motor neuron.
Marked improvement has occurred in all patients after discontinu-ation of dapsone. Similar to isoniazid, the drug is metabolized by acetylation.19 Slow acetylation and accumulation of toxic blood and tissue levels have been implicated as the initiating steps in the devel-opment of the neuropathy.29,62
Table 1 Drug-induced neuropathies
Anatomic Site of Pathology Axonopathy
AlmitrineAmiodaroneAmitriptylineAra-CCarbimide*ChloramphenicolChloroquine*ClioquinolColchicineCyanateDanosine (ddl)Disopyramide*DisulfiramDocetaxelEnalapril*Etoposide (VP-16)EthambutolEthioniamideHydralazineGoldGlutethimideIsoniazidLithiumMercuryMethaqualoneMetronidazoleMisonidazoleNitrofurantoinNitrous OxidePaclitaxelPhenytoinSulfapyridine*Sulfasalazine
StatinsStavudine (d4T)SuraminTacrolimusThalidomideTumor Necrosis Factor-alpha antagonistsVancomycin*VincristineVinorelbineZalcitabine (ddC)
Anterior Horn CellDapsone
Dorsal Root GanglionPyridoxine
Schwann CellAllopurinolAmiodaroneAra-CGentamicin*
IndomethacinL-tryptophan contaminant PerhexilineStreptokinase*SuraminTacrolimusTNF-alpha antagonistsZimeldine
* isolated case reports
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Disulfiram
Disulfiram has been used since the 1940s as an agent to help chronic alcoholics remain sober. Mokri and colleagues reported four patients with disulfiram-induced motor and sensory symmetric polyneuropa-thy, varying from mild to severe.40 The initial symptoms developed several weeks to 4 months after beginning the drug. NCSs showed absent sensory nerve action potentials (SNAPs), reduced amplitude of CMAPs, and slightly diminished nerve conduction velocities. In one patient, repeat NCSs 1 year later showed partial recovery of the SNAP in the median nerve and normalization of the conduction velocity in the motor fibers of the median and ulnar nerves. The investigators reported a decrease of both large and small myelinated fibers and axon degeneration in the sural nerve biopsy.40
Ethambutol
Ethambutol is a medication used with other antimycobacterial agents to treat tuberculosis. Optic neuritis is a well-known adverse effect of ethambutol therapy. Tugwell and James60 described 3 patients who developed a polyneuropathy 5 to 9 months after initiation of therapy. The timing of the evolution of the polyneuropathy was similar to the interval delay for optic neuritis. All patients had features consistent with a sensory greater than motor neuropathy.
NCSs showed reduced SNAP amplitudes and slightly prolonged sensory distal latencies. Motor amplitudes were normal and motor conduction velocities were either normal or slightly reduced. All three patients improved when the ethambutol was discontinued. An unpublished series of over 1000 patients taking ethambutol found 15 who complained of numbness in the extremities at some time while taking the medication.
Gold
In 1950, Doyle and Cannon14 reported the first extensive descrip-tion of polyneuritis as an adverse reaction to gold therapy. They described a man who developed features of a severe motor and sensory polyneuropathy after receiving a cumulative dose of 900 mg of Myochrysine (450 mg of gold). At the peak of the neuropathy, the patient could not feed himself and complained of paresthesias from the feet to the rib cage. Physical examination revealed findings consistent with a severe motor and sensory polyneuropathy as well as marked incoordination, dysmetria, writhing movements of the hands, and gait ataxia. The patient improved rapidly once the gold injections were discontinued.
Walsh63 was the first to provide nerve conduction data on gold neuropathy. He reported a woman who developed a polyneuropa-thy after receiving a total of 85 mg of gold. All sensory responses were absent. Motor latencies and conduction velocities were normal except for an ulnar nerve conduction velocity of 40 m/s. A sural nerve biopsy showed loss of large and small diameter myelinated fibers. Teased fiber preparations demonstrated that most fibers were undergoing active axon degeneration. Only rare fibers showed seg-mental demyelination.
Katrak and colleagues27 reported electrophysiologic and nerve biopsy results in three patients with gold-induced peripheral neuropathy (PN). In one, NCSs were normal, whereas in the other two patients, abnormalities were recorded in almost all nerves tested. Many of the conduction rates (prolonged latencies and slowed conduction velocities) were sufficiently severe to suggest a demyelinating process. Nerve biopsy findings in two patients confirmed axon degeneration. In the third patient, nerve pathology revealed a striking increase in internodes and a 50% or greater reduction in myelin thickness. All patients improved when the gold therapy was discontinued.
Hydralazine
Hydralazine is a chelating agent and a carbonyl reagent that forms complexes with sulfhydryl groups. It inhibits enzymes involved in pyridoxine metabolism, and it is this capability that accounts for the development of peripheral neuropathy in some patients. Although infrequently used for the treatment of hypertension, hydralazine was a mainstay therapy several decades ago. In 1962, Kirkendall and Page28 reported two patients who developed symptoms and signs of a polyneuropathy after taking hydralazine for 3 to 8 months.
In one patient, the neuropathy appeared to be primarily sensory. In the other, the neurologic deficits were a left foot drop and pro-nounced sensory symptoms and signs distally in the legs. In both patients, stopping the hydralazine and adding pyridoxine led to improvement in symptoms and strength within 2 to 4 weeks. Raskin and Fishman52 reported two additional patients with hydralazine-induced polyneuropathy. One developed symptoms after 7 days; the other, after 10 years.
Isoniazid
Isoniazid is a hydrazide of isonicotinic acid. Its major route of me-tabolism is through acetylation to acetyl isoniazid.5 The drug has been one of the mainstays of tuberculosis treatment for 5 decades. Isoniazid is another medication that causes PN through its effect on pyridoxine metabolism.
Studies show a large bimodal variation in human metabolism of iso-niazid. Patients can be categorized into rapid or slow inactivators, a bimodality that is genetically determined.16 Hughes and colleagues22
identified a polyneuropathy in 6 of 17 subjects taking the drug, 4 of whom were slow inactivators. Although the number of patients was small, the investigators proposed the hypothesis that slow inactiva-tors are more predisposed than rapid ones to the development of polyneuropathy after treatment with isoniazid. Other research dem-onstrates that metabolism of the drug is inherited as an autosomal recessive trait.5 Slow acetylators are unable to metabolize isoniazid quickly, which leads to high blood levels and a greater propensity to develop a toxic neuropathy.
In 1959, Money41 reported 84 patients with pulmonary tuberculosis who were receiving antituberculous therapy with isoniazid and para-aminosalicylic acid. Polyneuropathy was the most common adverse
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neurological effect. In almost all cases, the neuropathy did not develop until 6 months after the onset of isoniazid therapy. Sensory symptoms and signs were more common than weakness, and the lower extremities were more affected than the upper. Most patients improved when prescribed vitamin B supplementation despite the maintenance of isoniazid therapy. Ochoa44 described neuropatholog-ical findings in nine patients with isoniazid neuropathy. He observed a marked reduction in the number of myelinated fibers, the pres-ence of denervated Schwann cell bands, and regenerated myelinated fibers. Six of the nine patients had mild slowing of nerve conduction velocities in the ulnar and peroneal nerves.
Lithium
It is well-known that lithium in toxic doses can cause tremor, but it can also lead to a severe polyneuropathy. Vanhooren and colleagues61 reported two patients who developed an acute motor and sensory polyneuropathy as a result of lithium intoxication. Both initially presented with CNS manifestations, including coma, hypertonia, conjugate eye deviation, Babinski signs, hemiparesis, and extrapyra-midal signs.
When the patients regained consciousness, one had proximal weak-ness and the other flaccid paralysis in the legs and areflexia. Motor NCSs showed reduced CMAP amplitudes and either normal or diminished conduction velocities. In one patient, the sural response was absent. Several months after clearing of the intoxication, sensory and motor amplitudes improved. Sural nerve biopsy in one patient identified a moderate loss of myelinated fibers, mild endoneural fibrosis, and scattered vacuolated macrophages with myelin debris.61 Both patients improved from lithium intoxication, but not com-pletely.
Metronidazole
Metronidazole is a 5-nitromidazole antimicrobial used for the treatment of protozoan infections (trichomoniasis, giardiasis, and amoebiasis), as a bactericidal agent in anaerobic infections, and for Crohn’s Disease. Several authors have reported a sensory neuropathy or neuronopathy in patients receiving metronidazole for the treat-ment of Crohn’s Disease. Patients typically complain of paresthesias in the feet and hands. Sensory examination shows a distal gradient loss to small fiber more than large fiber perception in the setting of preserved strength.
NCSs show absent to reduced SNAP amplitudes and normal motor conduction studies.6,12 Sural nerve biopsy in the patient reported by Bradley and colleagues6 identified a loss of many myelinated fibers and axonal degeneration in all of the remaining sensory fiber sizes. Coxon12 reported on three patients taking metronidazole. When the drug was discontinued, the sensory neuropathy improved completely in one, partially in another, and remained static in the third.
Misonidazole
Misonidazole is a 2-nitromidazole used as a red blood sensitizer prior to radiation therapy. Melgaard and colleagues39 reported on eight patients who developed a severe subacute sensory polyneuropa-thy after treatment with misonidazole for 3 to 5 weeks. The total dose of misonidazole varied between 17-22 g. All but one patient complained of severe pain and paresthesias in the feet and hands. Strength was rarely affected and deep tendon reflexes were preserved. On sensory testing, touch, pain sensation, vibration, and joint posi-tion sense were affected more in the feet than in the hands. Three to five months after discontinuation of the misonidazole, four patients were improved; three had died from the underlying carcinoma, and one patient’s condition was unchanged. NCSs were consistent with a severe primarily sensory neuropathy.
Nitrofurantoin
Nitrofurantoin is a synthetic bacteriostatic antimicrobial. In years past, it was used to treat a wide range of gram positive and gram negative organisms. Currently, it is frequently prescribed for urinary tract infections. Several authors described a toxic neuropathy tempo-rally related to the use of nitrofurantoin in 1956.
The neuropathy can present as early as 1 to 2 weeks after initiation of nitrofurantoin therapy. The major manifestations are distal paresthe-sias, loss of sensory perception in the hands and feet, mild to mod-erate distal weakness, and areflexia.35 The neuropathy may resolve over time or it may be irreversible.5 Ellis15 reported six patients who developed an acute form of nitrofurantion-induced polyneuropathy. Three of them died from complications of the polyneuropathy; the relationship to nitrofurantion was not recognized, and nitrofurantoin was continued until death. The other three patients made partial re-coveries. All six had renal insufficiency, an observation also noted by Loughridge and other authors.35 This observation led to the recom-mendation that nitrofurantoin be used with caution in patients with renal insufficiency.
Craven13 described five patients who developed a polyneuropathy after receiving treatment with nitrofurantoin. All had normal blood urea nitrogen levels when the drug was first prescribed, but had mild renal insufficiency at the time the neuropathy developed clinically. Paul and colleagues48 demonstrated in vitro that nitrofurantoin re-versibly inhibits the formation of citrate at the stage of generation of acetyl coenzyme A from pyruvate and coenzyme A. Inhibition should be greater when the blood level of nitrofurantoin is higher, a condi-tion that exists in renal insufficiency.
Toole and Parrish59 reviewed the world literature on nitrofurantoin neuropathy in 1973. They noted that most patients experienced the onset of neuropathic symptoms within the first 6 weeks of treatment. The daily dosage prescribed ranged from 100-800 mg. Available follow-up information revealed that once nitrofurantoin was stopped, approximately 33% experienced complete resolution of symptoms and signs, 50% had residual disease, and approximately 17% remained unchanged. NCS findings in nitrofurantoin-induced polyneuropathy are scant. A nerve biopsy by Morris43 found atrophy of the peripheral nerves.
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AANEM Course Sports Related Neuromuscular Disorders 5
Nitrous Oxide
In 1978, Layzer and colleagues34 reported three patients—two den-tists and a hospital technician—who presented with symptoms of numbness and the sensation of an electric shock passing from the toes to the neck after flexion of the neck. All had a common history of excessive recreational use of nitrous oxide. In the same year, Layzer33 described 15 additional patients with the same condition. He charac-terized the clinical presentation as a myeloneuropathy because of the combination of peripheral and CNS findings.
All but one of his patients were dentists. Except for two who were exposed to the inhalant professionally, the others had abused nitrous oxide recreationally. In each case, the patients improved after cessa-tion of the nitrous oxide. Five of the 15 continued to have moderate disability 6 weeks to 3 years after discontinuation. Because of its similarity to subacute combined degeneration, Layzer speculated that nitrous oxide might interfere with vitamin B12 metabolism.
This hypothesis was advanced when Amess and colleagues2 found that nitrous oxide in patients undergoing cardiac bypass surgery produced an identical deoxyuridine suppression test result to that found in patients with vitamin B12 deficiency. Since all of their pa-tients had normal vitamin B12 concentrations, the data suggested that nitrous oxide interferes with vitamin B12 function. In these patients, NCSs showed normal results in motor nerves and mild slowing of conduction velocities in sensory nerves. Sural nerve biopsy showed a normal number of nerve fibers, varying degrees of myelin ovoid formation, and rare fibers with focal areas of axon swelling and denuded myelin.
Phenytoin
Phenytoin has been commonly prescribed for epilepsy since its intro-duction in 1938. Lovelace and Horwitz36 identified 26 of 50 patients taking phenytoin who manifested a peripheral neuropathy by clinical examination and electrophysiological study; no other etiology could be found for the neuropathy All patients had absent deep tendon reflexes in the lower extremities. Conduction velocities in the lower extremities ranged from 30-40 m/s in most affected patients, and the sensory and motor amplitudes were often low in amplitude, long in duration, and complex. The authors determined that the neuropathy was more likely to occur in patients who had taken phenytoin for more than 10 years. There was no correlation between the dosage of the drug and the development of a polyneuropathy.
Shorvon and Reynolds56 followed 51 epilepsy patients prospectively for 5 years who were prescribed either phenytoin or carbamazepine monotherapy. None of those who received carbamazepine developed either clinical or electrophysiologic features suggestive of a diffuse poly-neuropathy. In the phenytoin group, none who took therapeutic doses developed clinical evidence of a neuropathy. In the patients taking phe-nytoin who developed polyneuropathy, review of the medical records uncovered recurrent toxic drug levels and low folic acid levels.
Pyridoxine
Pyridoxine is an essential vitamin that has been consumed in large doses by individuals to aid in bodybuilding. It has also been pre-scribed as a treatment for premenstrual syndrome, carpal tunnel syndrome, schizophrenia, fibromyalgia, autism, and hyperkinesis. Schaumburg and colleagues54 reported two patients who began to experience ascending numbness 3 and 11 months after consuming large doses of pyridoxine (2 and 3 g) daily. Neurological examination demonstrated normal strength, loss of ankle reflexes, and a distal gradient loss of vibration, pin prick, temperature, and touch sense. Neither patient improved when the pyridoxine was discontinued nor after 1 year of follow-up. Motor NCSs were normal.
The same authors55 reported a larger cohort of patients who developed a severe sensory neuropathy after taking 2-6 g of pyridoxine daily for 2 to 40 months. All patients showed profound loss of most sensory mo-dalities and were areflexic; all improved when pyridoxine was stopped, and two experienced almost complete recovery after 2 to 3 years of follow-up. The authors concluded that vitamin B6 in high doses was probably toxic to the dorsal root ganglia.54 In 1980, Krinke and col-leagues30 showed that large doses of pyridoxine produced a sensory neuronopathy in dogs; spinal cord pathology showed widespread neu-ronal degeneration in the dorsal root ganglia, the sensory nerve fibers in the peripheral nerves, dorsal columns of the spinal cord, and the descending spinal tract of the trigeminal nerves.
Although pyridoxine sensory neuronopathy is most common in individuals taking large doses of the vitamin, toxicity can also be ob-served in those who consume much smaller doses. Of the 16 patients reported by Parry and Bredesen,46 3 had been taking less than 1 g per day, and 1 had taken only 100-200 mg for 3 years.
Statins
The statins are inhibitors of 3-hydroxy-3-methyl-glutaryl-coenzyme A (HMG-CoA) reductase, an enzyme that regulates the synthesis of cholesterol. In 1994, Jacobs24 reported the development of a sensory polyneuropathy in a patient treated with lovastatin for 2 years. The patient’s symptoms abated when lovastatin was discontinued, but returned within 2 weeks when pravastatin was substituted for lovastatin. The following year, Ahmad1 reported two patients with lovastatin-induced neuropathy.
Phan and colleagues49 published NCS results in four patients with a polyneuropathy caused by simvastatin. CMAP amplitudes were reduced in all but one of them, and each had absent or reduced SNAP amplitudes. Motor and sensory conduction velocities were either normal or slightly slowed. The authors proposed that the simvastatin might produce toxicity through an adverse reaction on mitochon-drial function. Inhibitors of HMG-CoA reductase block cholesterol synthesis and interfere with synthesis of dolichol and ubiquinone. A deficiency of ubiquinone, a key enzyme in the mitochondrial respira-tory chain, might interfere with the energy utilization of the neuron, and in turn, produce a reversible polyneuropathy.
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Jeppesen and colleagues25 reported similar electrophysiologic results to those of Phan and colleagues in seven patients who developed a polyneuropathy after taking one of the following statin medica-tions: lovastatin, fluvastatin, pravastatin, or simvastatin. Four of their patients had an irreversible neuropathy, a finding that the authors attributed to a longer exposure to the statins (4 to 7 years compared to 1 to 2 years).
Substitution of one statin for another that causes a polyneuropathy may not prevent the reoccurrence of a drug-induced neuropathy. Ziajka and Wehmeier67 reported a patient who developed a neu-ropathy after taking lovastatin and whose symptoms returned when treated individually with simvastatin, pravastatin, and atorvastatin.
Some physicians have challenged the relationship between statins and the development of polyneuropathy. They consider it low risk and acknowledge that long-term exposure increases the chances for the neuropathy.3,9 One study estimated the incidence of statin-induced neuropathy to be approximately 1 case per 10,000 patients; another put the estimate at 60 cases per 100,000.7, 50
Thalidomide
Thalidomide was initially manufactured as a sedative and hypnotic. In 1961, it was withdrawn from use because of its teratogenesis and propensity to cause phocomelia in neonates. The drug is now undergoing resurgence as an effective treatment for several dermato-logical conditions,such as complex aphthous ulcers, Behcet’s Disease, prurigo nodularis, discoid lupus erythematosus, and erythema nodosum leprosum.
Thalidomide was first described as causing a sensory and motor poly-neuropathy in the early 1960s. The neuropathy is often associated with erythema of the hands and brittle fingernails. The incidence varies greatly from one study to another, with some authors report-ing a neuropathy in 100% of patients exposed to thalidomide. The occurrence is not related to the daily dose of the drug or the duration of treatment.
Data show that women and the elderly are most prone to develop-ing neuropathy, as are those who are slow drug acetylators. Most patients complain of paresthesias, hypesthesias, and leg cramps that are greater distally than proximally, and more in the legs than in the upper extremities.45 Coasting, a phenomenon of worsening of the neuropathy when the offending drug is stopped, is commonly observed for a month when thalidomide is discontinued. Small fiber modalities are often more affected than large fiber. Nerve conduction results are consistent with a sensory polyneuropathy.32 Approximately 25% of patients recover completely, whereas 30% improve partially, and 45% do not recover.45
ANTORETROVIRAL MEDICATIONS
Antiretroviral medications are categorized as nucleoside reverse tran-scriptase inhibitors (NRTIs), non-nucleoside reverse transcriptase inhibitors, protease inhibitors, fusion inhibitors, chemokine coreceptor
antagonists, and integrase inhibitors. PN is associated with the use of NRTIs: didanosine (ddl), zalcitabine (ddC), and stavudine (d4T).57 All three agents cause a polyneuropathy that is sensory greater than motor. The neuropathy typically presents with burning, paresthesias, and pain in the calves. Common signs on neurologic examination are loss of small and large fiber sensory functions and absent ankle reflexes.57
The neuropathies are clinically indistinguishable from those of human immunodeficiency virus (HIV)-associated distal sensory neuropathy, yet the acute or subacute onset and rapid progression in parallel with the use of the NRTIs are strong clues as to the cause of the neuropathy. The toxic neuropathies are dose dependent and, in the case of ddC, coasting may occur. In one study of ddC, all patients who received a high dose (0.12-0.24 mg/kg/day) devel-oped a distal sensory polyneuropathy.4 Because of the common neuropathic toxicity of NRTIs, lower doses are often used to initiate therapy.
Even low doses of ddL, ddC, and d4T may cause a neuropathy in older patients, and those with preexisting subclinical neuropa-thy, inherited neuropathies, and poor nutrition. The incidence of neuropathy may increase substantially if the NRTIs are used in a therapeutic regimen with hydroxyurea, which is itself neurotoxic.42
The mechanism of neurotoxicity from the NRTIs is unknown, but may relate to their inhibition of mitochondrial deoxyribonucleic acid gamma polymerase.
PERIPHERAL NEUROPATHIES ASSOCIATED WITH CHEMOTHERAPEUTIC AGENTS
Several of the commonly prescribed chemotherapeutic agents can cause polyneuropathy. Those include the vinca alkaloids, platinum agents, taxanes, suramin, ara-C, etoposide, and ifosfamide.
Vinca Alkaloids
Vinca alkaloid is derived from the extraction of the agent from the periwinkle plant. The vinca alkaloids consist of vincristine, vinblastine, vindesine, and vinorelbine. In a rank order of toxicity, vincristine is the most toxic, and the development of neuropathy is widely recognized by oncologists and neurologists.10 Vincristine causes a dose dependent sensory greater than motor and autonomic polyneuopathy.
The neuropathy typically presents with paresthesias of the feet and hands and loss of ankle reflexes. Distal weakness that may be present on examination is less often of clinical significance to the patient. Unlike other chemotherapeutic agents, vincristine gives rise to an autonomic neuropathy that may manifest as ab-dominal pain, constipation, and sometimes an ileus.10 Fortunately, the neuropathy induced by vincristine is usually reversible once the chemotherapy is stopped, and complete recovery occurs in about 80% of patients.21 NCSs confirm the findings expected in an axon loss sensory greater than motor neuropathy. Vincristine must be avoided in patients with preexisting inherited neuropa-thies; the resulting cumulative neuropathy can be devastating and relatively permanent.
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Vinorelbine, which is less toxic than vincristine, causes a distal sensory neuropathy in 20-30% of treated patients;10 few have severe neuropathy.
Taxanes
The taxanes consist of paclitaxel and docetaxel. The latter is a semi-synthetic analogue of paclitaxel. The major toxicity of paclitaxel is myelosuppression, but it becomes neurotoxic when used with granu-locyte colony stimulating factor. The polyneuropathy of paclitaxel is primarily sensory.10 Its severity depends on the cumulative dose and dose intensity per cycle.10 A large number of patients develop a polyneuropathy when doses of 135-200 mg/m2 every 3 weeks are prescribed.64 The neuropathy typically develops after the third to seventh cycle. Neuropathy invariably develops when single doses larger than 250 mg/m2 are used.64
As expected in a sensory polyneuropathy, the initial symptoms are numbness, paresthesias, and pain in the feet and ankles. In severe cases, the hands may become numb and ataxia may arise. Severe neuropathy often develops when the cumulative dose exceeds 1500 mg/m2. It also occurs in patients with preexisting diabetes, alcoholic neuropathy, and inherited neuropathies.10 When paclitexel is stopped, the neuropathy may progress for up to 4 weeks. It resolves in mild cases, but up to 40% of patients are left with permanent sensory symptoms in the toes and feet, and some may have weakness below the knees and ataxia. Findings from electrophysiologic testing are consistent with a sensory greater than motor axon loss polyneuropathy.
Because of its semisynthetic relationship to paclitexel, docetaxil-induced neuropathy shares many of the clinical characteristics of that induced by paclitexel. Fortunately, clinically significant neu-ropathy is less common with typical dosing of docetaxil.10 Slightly fewer than 50% of patient who receive docetaxil will develop a neu-ropathy. Severe neuropathy is not common, but it tends to occur when cumulative doses of greater than 600 mg/m2 are prescribed.11 Similar to paclitexel-induced neuropathy, it presents with numb-ness in the feet and hands after the third to fifth treatment. When docetaxil is stopped, coasting may take place for several months. Fortunately, the majority of patients improve or are left with mild residual sensory symptoms. Approximately 5% of patients exposed to docetaxil will develop a proximal myopathy superimposed on the distal neuropathy.
Suramin
Suramin is a hexasulfonated naphthylurea used to treat prostate cancer, adrenocortical, ovarian, and renal cell carcinoma, malignant thymomas, and non-Hodgkins lymphoma. Suramin toxicity causes two types of neuropathy: (1) a length-dependent, sensory greater than motor axon loss neuropathy, and (2) a subacute motor greater than sensory demyelinating neuropathy resembling chronic inflam-matory demeylinating polyneuropathy (CIDP) or a prolonged case of Guillain-Barre Syndrome (GBS).8 The incidence of neuropathy ranges from 25-90% and neurotoxicity appears to be dependent on the peak suramin blood level rather than the cumulative dose.10
The length-dependent sensory greater than motor neuropathy is more common after treatment with suramin and is slowly reversible in most patients once chemotherapy is stopped. The motor demy-elinating polyneuropathy is observed in about 10% of patients, and may not occur until 1 to 5 months after suramin is first used as a treatment. As with CIDP and GBS, patients can become bedridden from the polyneuropathy, and some may require ventilatory support. The cerebrospinal fluid (CSF)protein is elevated, furthering the resemblance to CIDP and GBS. Most patients improve over 3 to 6 months.
Cytosine Arabinoside Cytosine Arabinoside (Ara-C)
Acute cerebellar dysfunction is one of the most recognized toxicities of high dose Ara-C. Ara-C toxicity causes several types of neuropa-thies, including a pure sensory polyneuropathy, an acute motor and sensory neuropathy similar to GBS, and bilateral brachial plexopa-thy.10 The neuropathy may begin within hours to 3 weeks after the Ara-C treatment is initiated. Fortunately, toxicity to Ara-C is rare.
Etoposide
Etoposide is a semisynthetic derivative of podophyllotoxin and is used to treat a wide variety of neoplasms, including lymphoma, leukemia, testicular cancer, and small cell carcinoma of the lung. The polyneuropathy that develops after treatment with etoposide is primarily sensory and is most likely related to the effect of the drug on the dorsal root ganglion.17 The polyneuropathy from etoposide develops in up to 10% of patients who receive the drug; it tends to resolve completely once therapy is discontinued.
Efosfamide
Efosfamide is used to treat lymphomas, testicular and cervical carcino-mas, sarcomas, and lung cancers. A neuropathy occurs in about 4% of patients who receive the chemotherapy and is typically sensory in man-ifestation.10 Symptoms begin within 10 days to 2 weeks after therapy is initiated, and resolve within 2 weeks of stopping the drug.47
NEUROPATHIES FROM IMMUNOSUPPRESSANT AGENTS
Tacrolimus
Tacrolimus is an immunosuppressant that interferes with T-cell function and is primarily prescribed to prevent rejection after solid organ transplantation. Tacromilus-associated neuropathies include a chronic demyelinating polyneuropathy that resembles CIDP or a more asymmetric form that begins approximately 2 to 10 weeks after initiation of therapy.10 Similarities with CIDP include areflexia, greater involvement of large than small fibers, and an elevated CSF protein. The nerve conduction abnormalities also resemble CIDP as patients have slowed conduction velocities, pro-longed distal latencies, reduced CMAPs, and temporal dispersion of proximal CMAP amplitudes. Patients have improved after receiving
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intravenous immunoglobulin (IVIg) and plasma exchange, suggest-ing that the pathogenesis of this neuropathy is autoimmune and inflammatory.
Another presentation of a tacrolimus-induced polyneuropathy is an acute, predominantly motor axon loss neuropathy that begins 1 to 2 weeks after the start of therapy.10 The polyneuropathy can be devastating, producing facial weakness and quadriparesis. Most patients improve once tacrolimus is stopped. A similar drug-induced polyneuropathy has been described in patients receiving cyclosporin, beginning 1 to 8 weeks after treatment is started.10
TUMOR NECROSIS FACTOR-ALPHA ANTAGONISTS
Tumor necrosis factor-alpha antagonists (TNF-alpha antagonists) are used to treat patients with refractory autoimmune disorders, includ-ing rheumatoid arthritis, ankylosing spondylitis, psoriatic arthritis, Crohn’s disease, and ulcerative colitis. The drugs work at several levels of inflammation and immunogenesis to block or reduce damage at the vascular endothelium and blood nerve barrier, and to prevent access of immunoglobulins, cytokines, complement, macrophages, nitrogen oxide metabolites, and proteases to the sites of pathology.26
Three TNF-alpha antagonists are presently marketed: infliximab, etanercept, and adalimumab.26
Several presentations of peripheral neuropathy have been reported in patients receiving TNF-alpha antagonists. These vary in mani-festation from GBS, Fisher syndrome, multifocal motor neuropa-thy, mononeuritis simplex or multiplex, to an axonal sensory or sensorimotor polyneuropathy.26 Timing and dosing of TNF-alpha antagonists vary greatly in each patient for each condition. In some patients, the neuropathy develops within 8 hours of the first dose; in others, after 2 years.
Many patients improve once the TNF-alpha is stopped, and treat-ment with corticosteroids, IVIg, or plasma exchange may not be necessary. The pathogenesis of TNF-alpha antagonist-induced neu-ropathy has been hypothesized as resulting from enhanced T-cell pro-liferation and cytokine production when the TNF-alpha antagonist modifies the antigen-presenting cell function, T-cell receptor signal-ing, and decreasing apoptosis of autoreactive T cells.26
SUMMARY
Many medications have been implicated in polyneuropathy and the list grows each year. The medications can induce neuropathy by acting on the peripheral axon, the anterior horn cell, the dorsal root ganglion, or the Schwann cell. Commonly prescribed medications can cause neuropathies, as can chemotherapeutic agents, antiretro-viral HIV drugs, and most recently, immunosuppressants and TNF-alpha antagonists. Recognition of medication-induced neuropathy requires good knowledge of the neurologic literature, high clinical suspicion, and review of the patient’s present and prior therapy when no other cause for neuropathy is evident.
REFERENCES
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3. Baches JM, Howard PA. Association of HMG-CoA reductase in-hibitors with neuropathy. Ann Pharmacother 2003: 37:274-278.
4. Berger AR, Arezzo JC, Schaumburg HH, Skowron G, Merigan T, Bozzette S, Richman D, Soo W. 2’3’-Dideoxycytidine (ddC) toxic neuropathy: a study of 52 patients. Neurology 1993;43: 358-362.
5. Blakemore, WF. Isoniazid. Experimental and Clinical Neurotoxicology. p 476-489. Williams & Wilkins: Baltimore, MD, 1980.
6. Bradley WG, Karlsson IJ and Rassol CG. Metronidazole neuropathy. Br Med J 1977; 2:610-611.
7. Brown WV. Safety of Statins. Curr Opin Lipidol 2008;19:558-562. 8. Chaudhry V, Eisenberger MA, Sinibaldi VJ et al. A prospective study of
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10. Collins MP, Amato AA. Peripheral Nervous System Disease Associated with Malignancy. In: Neuromuscular Function and Disease: Basic, Clinical, and Electrodiagnostic Aspects. Brown WF, Bolton CF, Aminoff MJ (eds). Vol. 2, Chapter 65, 2002, pp 1185-1220. [Au: need publisher and city]
11. Cortes JE, Pazdur R. Docetaxel. J Clin Oncol 1995;13:2643-2655.12. Coxon A and Pallis CA. Metronidazole neuropathy. J Neurol
Neurosurg Psychiatry 1976; 39:403-405.13. Craven RS. Furadantin Neuropathy. Aust NZJ Med. 1971; 3:246-249.14. Doyle JB and Cannon EF. Severe Polyneuritis Following Gold Therapy
for Rheumatoid Arthritis. Ann Intern Med 1950; 33:1468-1472.15. Ellis, FG. Acute Polyneuritis After Nitrofurantoin Therapy. Lancet
1962; 2:1136-1138.16. Evans, DAP. Pharmacogenetics. Am J Med 1963; 34:639-662.17. Falkson G, van Dyk JJ, van Eden EB, et al. A clinical trial of the oral
form of 4’-demethyl-epipodophyllotoxin-beta-D-ethylidene gluco-side (NSC 141540) VP 16-213. Cancer 1975;35: 1141-1144.
18. Feiner LA, Younge BR, Kazmier FJ, et al. Optic Neuropathy and Amiodarone Therapy. Mayo Clin Proc 1987; 62:702-717.
19. Gelber R, Peters JH, Gordon R, et al. The polymorphic acetylation of dapsone in man. Clin Pharmocol Ther 1971; 12(2):225-238.
20. Gutmann L, Martin JD, and Welton W. Dapsone Motor neuropathy - An axonal disease. Neurology 1976; 26:514-516.
21. Haim N, Epelbaum R, Ben-Sharar M, et al. Full dose vincristine (without 2 mg dose limit) in the treatment of lymphomas. Cancer 1994; 73:2515-2519.
22. Hughes HB, Biehl JP, Jones AP et al. Metabolism of isoniazid in man as related to the occurrence of peripheral neuritis. Am Rev Tuberc 1954; 70:266.
23. Jacobs JM and Costa-Jussa FR. The Pathology of Amiodarone Neurotoxicity. Brain 1985; 108:753-769.
24. Jacobs MB. HMG-CoA Reductase Inhibitor Therapy and Peripheral Neuropathy. Ann Int Med 1994; 120: 970
25. Jeppesen U, Gaist D, Smith T, et al. Statins and peripheral neuropathy. Eur J Clin Pharmacol 1999; 54:835-838.
26. Joerg-Patrick Stubgen. Tumor Necrosis Factor-alpha Antagonists. Muscle Nerve 2008; 37:281-292.
27. Katrak SM, Pollock M, O'Brien CP, et al. Clinical and Morphological Features of Gold Neuropathy. Brain 1980; 103:671-693.
28. Kirkendall WM, Page EB. Polyneuritis Occurring During Hydralazine Therapy. JAMA 1962; 167(4): 427-432.
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29. Koller WC, Gehlmann LK, Malkinson FD, et al. Dapsone-Induced Peripheral Neuropathy. Arch Neurol 1977; 34:644-646.
30. Krinke G, Schaumburg HH, Spencer PS, et al. Pyridoxine Megavitaminosis Produces Degeneration of Peripheral Sensory Neurons (Sensory Neuronopathy) in the Dog. Neurotoxicology 1980; 2:13-24.
31. Kuncl RW, Duncan, G, Watson D, et al. Colchicine Myopathy and Neuropathy. N Engl J Med 1987; 316:1562-1568.
32. Lagueny A, Rommel A, Vignolly B, et al. Thalidomide Neuropathy: An Electrophysiologic Study. Muscle Nerve 1986; 9:837.
33. Layzer RB. Myeloneuropathy After Prolonged Exposure to Nitrous Oxide. Lancet 1978; 11:1227-1230.
34. Layzer RB, Fishman RA and Schafer JA. Neuropathy following abuse of nitrous oxide. Neurology 1978; 28:504-506.
35. Loughridge LW. Peripheral Neuropathy Due to Nitrofurantoin. Lancet 1962; 2:1133-1135.
36. Lovelace RE, Horwitz SJ. Peripheral Neuropathy in Long-Term Diphenylhydantoin Therapy. Arch Neurol 1968; 18:69-77.
37. Meadows GG, Huff MR, Fredericks S. Amitriptyline-Related Peripheral Neuropathy Relieved During Pyridoxine Hydrochloride Administration. Drug Intell Clin Pharm 1982; 16(11): 876-877.
38. Meier C, Kauer B, Muller U, et al. Neuromyopathy During Chronic Amiodarone Treatment. A case report. J Neurol 1979; 220:231-239.
39. Melgaard B, Hansen HS, Zamieniecka Z, et al. Misonidazole Neuropathy: A Clinical, Electrophysiological, and Histological Study. Ann Neurol 1982; 12(1):10-17.
40. Mokri B, Ohnishi A, and Dyck PJ. Disulfiram neuropathy. Neurology 1981; 31:730-735.
41. Money GL. Isoniazid Neuropathies in Malnourished Tuberculous Patients. J Trop Med 1959; 62:198-202.
42. Moore RD, Wong WM, Keruly JC, McArthur JC. Incidence of neu-ropathy in HIV-infected patients on monotherapy versus those on combination therapy with didanosine, stavudine, and hydroxyurea. AIDS 2000;14:273-278.
43. Morris JS. Nitrofurantoin and peripheral neuropathy with megalo-blastic anaemia. J Neurol Neurosurg Psychiatry 1966; 29:224-228.
44. Ochoa, J. Isoniazid Neuropathy in Man: Quantitative Electron Microscope Study. Brain 1970; 93:831-850.
45. Ochonisky S, Verroust J, Bastuji-Garin S, et al. Thalidomide Neuropathy Incidence and Clinicoelectrophysiologic Findings in 42 Patients. Arch Dermatol 1994; 130:66.
46. Parry GJ, Bredesen DE. Sensory neuropathy with low-dose pyridox-ine. Neurology 1985;35:1466-1468.
47. Patel SR, Forman AD, Benjamin RS. High dose ifosfamide-in-duced exacerbation of peripheral neuropathy. J Natl Cancer Inst 1994;86:305-306.
48. Paul MF, Paul HE, Kopko F, et al. Inhibition by Furacin of Citrate Formation in Testis Preparations. J Biol Chem 1954; 206:491-497.
49. Phan T, McLeod JG, Pollard JD, et al. Peripheral neuropathy associated with simvastatin. J Neurol Neurosurg Psychiatry 1995; 58:625-628.
50. Peripheral neuropathy and statins. Prescrire Int. 2007;16:247-248. 51. Rapoport AM, Guss SB. Dapsone-Induced Peripheral Neuropathy.
Arch Neurol 1972; 27:184-185.52. Raskin NH and Fishman RA. Pyridoxine-Deficiency Neuropathy
Due to Hydralazine. N Engl J Med 1965; 273(22): 1182-1185.53. Riggs JE, Schochet SS, Gutmann L, et al. Chronic Human Colchicine
Neuropathy and Myopathy. Arch Neurol May 1986; 43:521-523.54. Schaumburg H, Kaplan J, Rasmus S, et al. Pyridoxine Megavitaminosis
Produces Sensory Neuropathy (?Neuronopathy) in Humans. Ann Neurol 1982; 12(1): 107-108.
55. Schaumburg H, Kaplan J, Windebank A, et al. Sensory Neuropathy from Pyridoxine Abuse. N Engl J Med 1983; 309(8): 445-448.
56. Shorvon SD, Reynolds EH. Anticonvulsant peripheral neuropathy: a clinical and electrophysiological study of patients on single drug
treatment with phenytoin, carbamazepine or barbiturates. J Neurol Neurosurg Psychiatry 1982; 45:620-626.
57. Simpson DM. Selected peripheral neuropathies associated with human immunodeficiency virus infection and antiretroviral therapy. J NeuroVirology 2002; 8(suppl. 2):33-41.
58. Spencer PS, Schaumberg HH. Experimental and Clinical Neurotoxicoloy. Williams and Wilkins: Baltimore,1980, p 599.
59. Toole JF, Parrish ML. Nitrofurantoin polyneuropathy. Neurology 1973; 23:554.
60. Tugwell P, James SL. Peripheral neuropathy with ethambutol. Postgraduate Med J 1972; 48:667-670.
61. Vanhooren G, Dehaene, I, Van Zandycke M, et al. Polyneuropathy in Lithium Intoxication. Muscle Nerve 1990; 13:204.
62. Waldinger TP, Siegle RJ, Weber W, et al. Dapsone-Induced Peripheral Neuropathy. Arch Dermatol 1984; 120:356-359.
63. Walsh, JC. Gold neuropathy. Neurology 1970; 20:455-458.64. Wiernik PH, Schwartz EL, Strauman JJ, et al. Phase I clinical and
pharmacokinetic study of Taxol. Cancer Res 1987; 47:2486-2493. 65. Zampollo A, Sozzi G, Basso F. Amitriptyline-related peripheral neu-
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11
INTRODUCTION
Although many drugs are known to cause myopathies, the pathophys-iological bases vary.1−9 These agents can have adverse effects on muscles that are either direct or indirect. The direct effect can be generalized or focal, the latter might occur secondary to a drug being injected into tissue. Indirect toxic effects may result from the agent creating an electrolyte imbalance or inducing an immunological reaction. Muscle fibers may undergo necrosis as a result of the drug directly disrupting the sarcolemma, nuclear function, mitochondria function, or that of other organelles. Classifications of the toxic myo-pathies according to their presumed pathogenic mechanisms will be presented in this manuscript (Table 1).
NECROTIZING MYOPATHIES
A number of drugs can cause a generalized necrotizing myopathy. Affected individuals may complain of myalgias or weakness, or may just have asymptomatic elevations of their serum creatine kinase (CK) levels. Severe necrotizing myopathy may be complicated by myoglobinuria. The serum CK is elevated and is dependent upon the amount of muscle that is damaged.
Cholesterol Lowering Agents
Cholesterol lowering medications including 3-hydroxy-3 methyl-glutaryl-coenzyme A (3-HMG-CoA) reductase inhibitors,10−18 fibric acid derivatives,15,19−29 niacin,30,31 and ezetimibe32−35 can cause a toxic myopathy. Most patients just have mild elevations in serum CK without further symptoms. Others have myalgias and less frequently, weakness. Myoglobinuria is a rare event, but may lead to death. With discontinuation of the offending agent medication, the myalgias, weakness, and elevated serum CK levels tend to completely resolve in several days to months.
HMG-CoA Reductase Inhibitors
Clinical Features. Statin agents inhibit 3-HMG-CoA reductase, the rate controlling enzyme in cholesterol synthesis. Symptoms or signs of a toxic myopathy including asymptomatic hyper-CK-emia, myalgias, proximal weakness, and less commonly, myoglobinuria, occur with all of the major HMGCoA reductase inhibitors: lovas-tatin,12,15,17,18,31,36,37 simvastatin,11,13,14,37,38 provastatin,16,37 atorvas-tatin,10,37,39 fluvastatin,37 and cerivastatin.37,40,41 The nomenclature regarding statin induced toxic myopathies in the published literature is unfortunately quite unsatisfactory, listing “myalgias,” “myositis,” and “myopathy” as three independent types of muscle disorders caused by statin use, when in fact the definitions of these three sub-types may just reflect the spectrum of severity of the myopathy. 42−46
General reviews of statin myopathies cite a 2 to 7% incidence of myalgias and 0.1 to 1.0% incidence of weakness or elevated CK, with myoglobinuria developing in <0.5% of patients.1,42,45,46 The inci-dence of severe myopathy is estimated by a National Heart Lung and Blood Institute advisory panel at approximately 0.08% for lovastatin, simvastatin, and pravastatin.43 The risk of toxic myopathy increases with the concomitant use of fibric acids,17,18,26,30,31,3 niacin,31 eryth-romycin,47 cyclosporine,17,18 and ezetimibe,32−35 as do renal insuf-ficiency and hepatobiliary dysfunction. In this regard, 5% of patients taking both lovastatin and gemfibrozil developed a severe myopathy,26 while a severe myopathy complicated as many as 30% of patients receiving both lovastatin and cyclosporine.12,17,18 Although the term “myositis” has been used to denote cases associated with markedly elevated serum CK levels, histopathological confirmation is lacking in most such cases. “Myositis” denotes an autoimmune attack on muscle. Rare cases of myositis have been described in association with statin use.16,48−55, 55a
Laboratory Features. Asymptomatic elevation of serum CK is common in patients taking statin medications. Marked elevations of CK occur in patients with severe weakness and myoglobinuria.
Toxic Myopathies
Anthony A. Amato, MDVice Chairman, Department of Neurology
Chief, Neuromuscular DivisionBrigham and Women’s Hospital
Professor of NeurologyHarvard Medical SchoolBoston, Massachusetts
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12 Toxic Myopathies AANEM Course
Routine motor and sensory nerve conduction studies (NCSs) are normal. Fibrillation potentials, positive sharp waves, and myo-tonic discharges with early recruitment of small duration motor unit action potentials (MUAPs) are apparent in weak muscles.56
Electromyography (EMG) in patients with asymptomatic serum CK elevations is often normal.
Histopathology. Muscle biopsies reveal muscle fiber necrosis with phagocytosis and small regenerating fibers in patients with el-evated serum CKs and weakness or myalgias. Cytochrome oxidase negative myofibers may be appreciated, but these are not consistent findings.57
Pathogenesis. The pathogenesis of the myopathy secondary to HMGCoA reductase inhibitors is unclear, as several pathways may potentially be interrupted downstream.1,58 Mevalonate is the im-mediate product of HMGCoA reductase metabolism. Subsequently, mevalonate is metabolized to farnesol, which is converted to either squalene or geranylgeraniol. Squalene is the first metabolite com-mitted to the synthesis of cholesterol. In contrast, geranylgeraniol is important in the biosynthesis of coenzyme Q10 (a mitochondrial enzyme important in the production of adenosine triphosphate [ATP]), dolichol (important in glycoprotein synthesis), isopen-tyladine (a component of transfer ribonucleic acid [tRNA]), and in the activation of regulatory proteins (G-proteins). It is possible that statins could diminish cholesterol within muscle membranes, thereby predisposing the muscle fibers to rhabdomyolysis. However, it is the depletion of metabolites of geranylgeraniol, and not the inhibition of cholesterol synthesis, that may be the primary cause of myotoxicity. In this regard, HMG-CoA reductase inhibitors decrease the levels of coenzyme Q, which could impair energy production.
There are several reports of patients treated with statins who devel-oped dermatomyositis (DM),50−52,54,55 polymyositis (PM),16,48,49,53 and immune-mediated necrotizing myopathy.55a The most common, myositis, which has been seen in patients on a statin medication, is a necrotizing myopathy. Unlike PM, there are many necrotic fibers without much endomysial inflammation except within the necrotic fibers. In many instances, the myositis did not improve following discontinuation of the statin medication (after 6 months or more) and did so only after treatment with an immunosuppressant medi-cation. In addition, the myopathy worsened after discontinuation of the immunosuppressant agent and improved once again upon reinstituting immunotherapy. Thus, it seemed that these cases did not simply represent delayed improvement of a “toxic” myopathy. Further, occasional patients have been known to develop DM when on a statin medication or experience a flare of DM when started on a statin medication. Whether or not the DM or necrotizing was coincidental or triggered by statin medication is unclear at this point.
A recent genomewide association study was performed in 85 subjects with definite (CK 10 x upper limited of normal [ULN] with symp-toms) or incipient myopathy (CK 3 x ULN or 5 x baseline) and 90 controls, all of whom were taking 80 mg of simvastatin daily as part of a trial involving 12,000 participants.44 Replication was tested in
a trial of 40 mg of simvastatin daily involving 20,000 participants. These studies found a single strong association of myopathy with the rs4363657 single nucleotide polymorphism (SNP) located within SLCO1B1. This gene encodes a protein that regulates the hepatic uptake of statins. More than 60% of these myopathy cases could be attributed to the C variant. No SNPs in any other region were clearly associated with myopathy, including those genes that encode meta-bolic enzymes associated with rhabdomyolysis. Genotyping SNPs in the SLCO1B1 may be used to predict which patients may be more at risk for developing a statin induced toxic myopathy. However, the risk is very low and may not be cost effective at this time. The study does dispel the suggestion that statin myopathy is due to unmasking of metabolic genetic defects.
Fibric Acids
Clinical Features. Clofibrate and gemfibrozil are branched chain fatty acid esters used to treat hyperlipidemia. Fibric acid derivatives have been associated with a myopathy that typically presents within 2 or 3 months after starting the drug.15,19−29,39 However, onset of the myopathy has been reported up to 2 years following initiation of treatment. Patients may develop generalized weakness, myalgias, cramps, and occasionally, myoglobinuria. Patients with renal insuf-ficiency, those taking both clofibrate and gemfibrozil, and especially also receiving an HMG-CoA inhibitor, are predisposed to developing a severe myopathy.
Laboratory Features. Elevated serum CK levels are usually noted. Motor and sensory NCSs are normal.21,23,27 Needle EMG demon-strates fibrillation potentials, positive sharp waves, complex repetitive discharges, myotonic discharges, and small duration, low amplitude polyphasic MUAPs in affected muscle groups.19,20,24,28,59
Histopathology. Muscle biopsies demonstrated scattered necrotic muscle fibers. In animal models, clofibrate is also known to result in a non inflammatory necrosis of muscle tissue with fiber size variation and groups of small atrophic muscle fibers.60
Pathogenesis. The pathogenic mechanism of the myopathy associ-ated with fibric acid derivatives is not known. It has been postulated that these medications somehow destabilize the lipophilic muscle membrane leading to muscle fiber degeneration.26
Niacin
Rarely, niacin may cause myalgias and cramps of the lower ex-tremities (LEs).30 Serum CK levels can be elevated as much as ten-fold. The symptoms improve and CK levels normalize after discontinuation of niacin. Electrodiagnostic (EDX) studies and muscle biopsies were not performed. In the only other report in which the authors are aware of, rhabdomyolysis occurred in a patient who was taking both lovastatin and niacin.31 Of note, niacin can inhibit HMGCoA reductase; therefore, the patho-genic mechanism of the myopathy is likely similar to that of the statins.
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AANEM Course Iatrogenic Neuromuscular Disorders 13
Pathogenic Classification Drug Clinical Features Laboratory Features Histopathology
Necrotizing Myopathy Cholesterol lower agentsCyclosporineLabetololPropofolAlcohol
Acute or insidious onset;Proximal weakness;Myalgias
Elevated serum CK;EMG: fibs, PSWs, Myotonia (sta-tins, cyclosporine), myopathic MUAPs
Many necrotic muscle fibers;No evidence of endomysial inflammatory cell infiltrate invading non-necrotic muscle fibers
Amphiphilic ChloroquineHydroxylchloroquineAmiodarone
Acute or insidious onset;Proximal and distal weak-ness;Myalgias;Sensorimotor neuropathy;Hypothyroid (amiodarone)
Elevated serum CK;EMG: fibs, PSWs, Myotonia (Choroquine), myopathic MUAPs;NCS: axonal sensorimotor neu-ropathy
Autophagic vacuoles and inclu-sions are apparent in some muscle fibers and in Schwann cells
Antimicrotubular ColchicineVincristine
Acute or insidious onset;Proximal and distal weakness;Myalgias;Sensorimotor neuropathy
Normal or elevated CK; EMG: fibs, PSWs, Myotonia (Colchicine), myopathic MUAPs;NCS: axonal sensorimotor neu-ropathy
Autophagic vacuoles and inclusions are evident in some muscle fibers; Nerve biopsies demonstrate axonal degenera-tion
Mitochondrial Myopathy ZidovudineOther HIV-related anti-retro-virals?
Acute or insidious onset;Proximal weakness;Myalgias;Rhabdomyolysis;Painful sensory Neuropathy
Normal or elevated CK; EMG: normal or myopathic;NCS: axonal sensory neuropa-thy/ neuronopathy
Muscle biopsies reveal ragged red fibers, COX-negative fibers;May also see inflammatory cell infiltrates, cytoplasmic bodies, nemaline rods
Inflammatory Myopathy L-tryptophanD-penicillamineCimetidineL-DopaPhenytoinLamotrigineAlpha-InterferonHydroxyureaImatinib
Acute or insidious onset;Proximal weakness;Myalgias
Elevated serum CK;EMG: fibs, PSWs, myopathic MUAPs
Perivascular, perimysial, or endomysial inflammatory cell infiltrates
Hypokalemic Myopathy DiureticsLaxativesAmphotericinToluene abuseLicoriceCorticosteroidsAlcohol Abuse
Acute proximal or general-ized weakness;Myalgias
Serum CK may be elevated;Low serum potassium
May see scattered necrotic fibers and vacuoles
Critical Illness Myopathy CorticosteroidsNon-depolarizing neuromucs-cular blocking agents
Acute generalized weak-ness including respiratory muscles
Serum CK can be normal or elevated;NCS: low amplitude CMAPs with relatively normal SNAPs;EMG: fibs, PSWs, myopathic MUAPs or no voluntary MUAPs
Atrophy of muscle fibers, scat-tered necrotic fibers; absense of myosin thick filaments
Unknown Omeprazole Acute or insidious onset;Proximal weakness;Myalgias;Sensorimotor neuropathy
Normal or slightly elevated serum CKEMG: myopathic MUAPs;NCS: axonal sensorymotor neu-ropathy
Type II muscle fiber atrophy may be seen
Isoetinoin Acute or insidious onset;Proximal weakness;Myalgias
Normal or slightly elevated CK Atrophy of fibers
Finasteride Serum CK is normal;EMG: myopathic MUAPs
Variability in fiber size, type II fiber atrophy, increased inter-nalized nuclei
Emetine Acute or insidious onset;Proximal weakness;Myalgias
Serum CKs mild to moderately elevated
Myofibrillar Myopathy
CK = creatine kinase; COX = cytochrome c oxidase; EMG = electromyography; fibs = fibrillation potentials; HIV = human immunodeficiency virus; MUAPs = motor unit action potentials; NCS = nerve conduction study; PSWs = positive sharp waves From: Amato AA, Russell J. Neuromuscular Disease. New York: McGraw-Hill, 2008;
Table 1 Toxic Myopathies
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Ezetimibe
Ezetimibe is a new class of lipid lowering drugs referred to as the 2-azetidinones, which selectively inhibit the absorption of intestinal cholesterol. A few reports of ezetimide induced myopathy have been reported.32−35 Similar to other cholesterol lowering agents, patients may develop hyper-CK-emia with or without myalgias or weakness. Most cases occur in patients who are already on a statin agent, but some occur with ezetimibe being used as monotherapy.
OTHER DRUGS ASSOCIATED WITH NECROTIZING MYOPATHY
Cyclosporine and Tacrolimus
Clinical Features. The immunophilins (i.e., cyclosporine and tac-rolimus) are commonly used as immunosuppressive agents, especially in patients requiring transplantation.61 Generalized myalgias and proximal muscle weakness can develop within months after starting these medications.61−66 Myoglobinuria can also occur, particularly in patients receiving cyclosporine or tacrolimus concurrent with choles-terol lowering agents or colchicine.17,18,67−70 Tacrolimus has also been associated with hypertrophic cardiomyopathy and congestive heart failure.71 Myalgias, muscle strength, and cardiac function improve with reduction or discontinuation of the offending cyclophilin.
Laboratory Features. Serum CK is usually elevated. NCSs are normal. EMG is remarkable for evidence of increased muscle mem-brane instability with fibrillation potentials, positive sharp waves, and myotonic potentials.63 Early recruitment of small amplitude, short duration MUAPs may be demonstrated in weak muscle groups.
Histopathology. Muscle biopsies demonstrate necrosis, vacuoles, and type 2 muscle fiber atrophy.
Pathogenesis. The pathogenic basis of cyclophilin induced myo-pathy and cardiomyopathy is not known. Perhaps, the agents destabilize the lipophilic muscle membrane leading to muscle fiber degeneration, similar to the cholesterol lowering agents. In this regard, cyclosporine itself has a cholesterol lowering effect. This may explain the increased risk of myopathy in patients receiving cyclosporine and the more classic lipid lowering agents (e.g., fibric acid derivatives and statins).
Other Agents
Labetalol72,73 and propofol74-77 have also been associated with necro-tizing myopathy.
AMPHIPHILIC DRUG MYOPATHY (DRUG-INDUCED AUTOPHAGIC LYSOSOMAL MYOPATHY)
Amphiphilic drugs contain separate hydrophobic and hydrophilic regions, which allow the drugs to interact with the anionic phospho-lipids of cell membranes and organelles. In addition to a myopathy,
these agents can also cause a neuropathy that is even more severe than the direct toxicity on the muscle.
Chloroquine
Clinical Features. Chloroquine is used to treat malaria, sarcoi-dosis, systemic lupus erythematosus, and other connective tissue diseases.7,8,78−81 Some patients develop slowly progressive, painless, proximal weakness and atrophy, which are worse in the legs than in the arms. A cardiomyopathy can also occur. Sensation is often reduced as are muscle stretch reflexes, particularly at the ankle, sec-ondary to a concomitant neuropathy. This “neuromyopathy” usually does not occur unless patients take 500 mg for a year or more, but has been reported with doses as low as 200 mg/d. The neuromyopa-thy improves after the chloroquine discontinuation.
Laboratory Features. Serum CK levels are usually elevated. Motor and sensory NCSs reveal mild to moderate reduction in the ampli-tudes with slight slow velocities in patients with a superimposed neu-ropathy.79,81 Patients with only the myopathy usually have normal motor and sensory studies.78 Increased insertional activity in the form of positive sharp waves, fibrillation potentials, and myotonic discharges are seen primarily, but not exclusively, in the proximal limb muscles.78,79,81 Early recruitment of small amplitude, short-du-ration polyphasic MUAPs are appreciated in weak proximal muscles. Neurogenic appearing units and reduced recruitment may be seen in distal muscles more affected by the toxic neuropathy.
Histopathology. Autophagic vacuoles are evident in as many as 50% of skeletal and cardiac muscle fibers.7,8,78−81 Type 1 fibers appear to be preferentially affected. The vacuoles stain positive for acid phos-phatase, suggesting lysosomal origin. On electron microscope (EM), the vacuoles are noted to contain concentric lamellar myeloid debris and curvilinear structures. Autophagic vacuoles are also evident in nerve biopsies.
Pathogenesis. Chloroquine is believed to interact with the lipid membranes, forming drug lipid complexes that are resistant to di-gestion by lysosomal enzymes. This results in the formation of the autophagic vacuoles filled with myeloid debris.
Hydroxychloroquine
Hydroxychloroquine is structurally similar to chloroquine and can cause a neuromyopathy.79 The myopathy is usually not as severe as seen in chloroquine. Vacuoles are less appreciated on routine light microscopy, but EM still usually demonstrates the abnormal accu-mulation of myeloid and curvilinear bodies.
Amiodarone
Clinical Features. Amiodarone is an antiarrhythmic medication that can also cause a neuromyopathy.82−86 The neuromyopathy is characterized by severe proximal and distal weakness along with
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distal sensory loss and reduced muscle stretch reflexes. The legs are more affected than the arms. Some patients develop a tremor or ataxia. Amiodarone can also cause hypothyroidism, which may also contribute to proximal weakness. Patients with renal insufficiency are predisposed to developing the toxic neuromyopathy. Muscle strength gradually improves following discontinuation of amiodarone.
Laboratory Features. Serum CK levels are elevated. Motor and sensory NCSs reveal reduced amplitudes, and slow conduction ve-locities particularly in the LEs.85,86 EMG demonstrates fibrillation potentials and positive sharp waves in proximal and distal muscles. In proximal muscles, MUAPs are typically polyphasic, short in dura-tion, small in amplitude, and recruit early. Distal muscles are more likely to have large amplitude, long duration polyphasic MUAPs with decreased recruitment.
Histopathology. Muscle biopsies demonstrate scattered fibers with autophagic vacuoles. In addition, neurogenic atrophy can also be appreciated, particularly in distal muscles. EM reveals myofibrillar disorganization and autophagic vacuoles filled with myeloid debris. Myeloid inclusions are also apparent on nerve biopsies. These lipid membrane inclusions may be evident in muscle and nerve biopsies as long as 2 years following discontinuation of amiodarone.
Pathogenesis. The pathogenesis is presumably similar to other am-phiphilic medications (e.g., chloroquine).
ANTIMICROTUBULAR MYOPATHIES
Colchicine
Clinical Features. Colchicine is commonly prescribed for individu-als with gout. Colchicine can also cause a generalized toxic neuro-myopathy. It is weakly amphiphilic, but its toxic effect is believed to arise secondary to its binding with tubulin and prevention of tubulin’s polymerization into microtubular structures.5,8,9 The neu-romyopathy usually develops after chronic administrate, but it can also develop secondary to acute intoxication.5,87−89 Chronic renal failure and an age over 50 years are risk factors for the develop-ment of neuromyopathy. Patients usually manifest with progressive proximal muscle weakness over several months. Clinical myotonia has been described.90 A superimposed toxic neuropathy leads to distal sensory loss as well as diminished reflexes. The neuromyo-pathy weakness resolves within 4 to 6 months after discontinuing the colchicine.
Laboratory Features. Serum CK level is elevated, up to fifty-fold, in symptomatic patients. Serum CK may also be mildly elevated in asymptomatic patients taking colchicine. NCSs reveal reduced amplitudes, slightly prolonged latencies, and mildly slow conduction velocities of motor and sensory nerves in the arms and legs.87−89,91
Needle EMG demonstrates positive sharp waves, fibrillation poten-tials, and complex repetitive discharges, which are detected with ease in all muscle regions. Myotonic discharges may also be seen.90 The myopathic MUAP abnormalities can be masked in the distal limb muscles, secondary to the superimposed peripheral neuropathy(PN).
Histopathology. Muscle biopsy demonstrates acid phosphatase positive autophagic vacuoles containing membranous debris. In ad-dition, nerve biopsies can reveal evidence suggestive of a mild axonal neuropathy.
Pathogenesis. The abnormal assembly of microtubules most likely disrupts intracellular movement or localization of lysosomes, leading to the accumulation of autophagic vacuoles.88
Vincristine
Clinical Features. Vincristine is a chemotherapeutic agent which disrupts RNA transcription and also promotes the polymerization of tubulin into microtubules.8 The dose limiting side effect of vincris-tine is a toxic axonal sensorimotor polyneuropathy associated distal muscle weakness and sensory loss. Proximal muscle weakness and myalgias are less common.92
Laboratory Features. Serum CK levels have not been reported in patients suspected of having a superimposed myopathy. NCSs dem-onstrate markedly reduced amplitudes of sensory nerve action po-tentials (SNAPs) and compound muscle action potentials (CMAPs), while the distal latencies are slightly prolonged and conduction velocities are mildly slow.92 Needle EMG demonstrates positive sharp waves, fibrillation potentials, and neurogenic appearing MUAPs in the distally located muscles of the upper extremity and LE.
Histopathology. Biopsies of distal muscles demonstrate evidence of neurogenic atrophy and, occasionally, the accumulation of lipofuscin granules. Proximal muscle biopsies reveal scattered necrotic fibers.92
On EM, there is prominent myofibrillar disarray and subsarcolemmal accumulation of osmiophilic material. In addition, some myonuclei contain membrane bound inclusions. Autophagic vacuoles with spheromembranous debris have been noted in research animals93,94 but have not been appreciated in humans.92
Pathogenesis. The pathogenic basis of the neuromyopathy is pre-sumably similar to that of colchicine.
DRUG-INDUCED MITOCHONDRIAL MYOPATHY
Zidovudine (Azidothymidine)
Clinical Features. Azidothymidine (AZT) myopathy usually pres-ents with insidious onset of progressive proximal muscle weakness and myalgias.95−105 However, these clinical features do no help distin-guish AZT myopathy from other human immunodeficiency virus–(HIV) related myopathies. Myopathies related to HIV infection are heterogeneous and include inflammatory myopathy, microvasculitis, noninflammatory necrotizing myopathy, type 2 muscle fiber atrophy, secondary to disuse and wasting due to their chronic debilitated state, and a toxic myopathy secondary to AZT.96,99,101,103−113 Further, weakness in an HIV-infected patient can also be secondary to PN (e.g., chronic inflammatory demyelinating polyneuropathy[CIDP]) or myasthenia gravis (MG). Clinically, AZT myopathy and the other
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myopathic disorders associated with HIV infection are indistinguish-able, compounding the diagnostic difficulty.
Regardless of etiology of the myopathy, patients can present with progressive proximal muscle weakness and myalgias. In addition, muscle weakness may be multifactorial: an individual patient can have an HIV-associated myositis, nemaline rod myopathy, AZT-induced mitochondrial myopathy, and type 2 muscle fiber atrophy (not to mention an HIV-related or drug-induced PN).
Laboratory Features. Serum CK levels are normal or only mildly elevated in AZT myopathy. However, similar elevations are evident in other forms of HIV-related myopathy. A markedly elevated serum CK (e.g., greater than five times the upper limits of normal) is more suggestive of an HIV-associated myositis. Motor and sensory NCSs are normal, unless there is a concomitant PN from the disease. Needle EMG may demonstrate positive sharp waves and fibrillation potentials and early recruitment of short duration, small ampli-tude polyphasic MUAPs.103,108,111,114 In addition, small polyphasic MUAPs with early recruitment but no abnormal spontaneous activ-ity was reported in patients with autoimmune deficiency syndrome, with ultrastructural mitochondrial abnormalities but no inflamma-tion or nemaline rods on biopsy.101
Histopathology. Muscle biopsies are remarkable for the presence of ragged red fibers (RRFs), suggesting mitochondrial abnormalities in AZT myopathy. The number of RRFs correlates with the cumulative dose of AZT.99,100 In addition, necrotic fibers, cytoplasmic bodies, nemaline rods, and fibers with microvacuolation may be seen in ad-dition to RRFs.96,99,115 In contrast to HIV-associated inflammatory myopathy, significant endomysial inflammation and invasion of non-necrotic fibers should not be present in cases of pure AZT myopathy. EM reveals abnormalities of the mitochondria and myofilaments. In AZT, RRFs suggestive of abnormal mitochondria are evident on modified Gomori trichrome stain.
Pathogenesis. AZT acts as a false substitute for the viral reverse transcriptase, thereby inhibiting its enzymatic activity and replica-tion of the HIV virus. However, AZT also inhibits the activity of mitochondrial deoxyribonucleic acid (mtDNA) polymerase, which probably accounts for the mitochondrial abnormalities. When treated with AZT, patients with HIV have a decrease in quantity of mitochondrial mtDNA and decline in respiratory chain enzymatic activity, compared to untreated infected patients.100,116 The histologi-cal and molecular abnormalities on repeat muscle biopsies resolve, coinciding with clinical improvement following discontinuation of AZT.117,118 However, the fact that AZT is responsible for the mito-chondrial abnormalities is evident on muscle biopsy, the contribu-tion of these mitochondrial abnormalities to the muscle weakness remains controversial.
Other Antiviral Agents
It has been suggested that the risk of mitochondrial myopathy with other nucleoside reverse transcriptase inhibitors, lamivudine (3TC), zalcitabine, didanosine, is less than that of AZT.119,120 However,
these agents are clearly associated with mitochondrial toxicity, and patients may develop associated hyperlactemia and hepatic steatosis while taking these medications. The AIDS Clinical Trial group randomized 2467 patients to receive one of four single or combination regimens with AZT, didanosine, zalcitabine, and their respective placebo.112 Approximately 10% of patients had myalgias prior to treatment, and 7% developed myalgias during treatment. There was no significant difference between treatment arms and the rate of myalgias or muscle weakness in any group. Five patients (0.5%) had elevated serum CK (>4× normal) prior to treatment, and 52 (5%) developed increased CK during treatment. Serum CK levels were significantly higher in the AZT zalcitabine group, but this did not correlate with symptoms of myopathy. Unfortunately, there was no comment on muscle biopsies, and thus it is unclear whether the myopathies were secondary to mitochondrial toxicity or myositis.
The main treatment of HIV infection currently is with highly active antiviral therapy (HAART) consisting of a combination of nucleo-side reverse transcriptase inhibitors and a protease inhibitor. Rare cases of rhabdomyolysis and myoglobinuria occur in patients taking other HAART medications, including tenofovir121 and ritonavir.122 A review of 563 patients receiving HAART in Essen, Germany, between 1995 and 1998 demonstrated a prevalence of HIV-associated myo-pathy in 1.5% of patients treated with HAART80 It was not clearly stated how the myopathy was defined (e.g., clinical symptoms or signs, elevated serum CK, EMG, or biopsy). Additionally, it wasn’t stated whether the myopathy was felt to be due to mitochondrial toxicity, myositis, or wasting syndrome.
DRUG-INDUCED INFLAMMATORY MYOPATHIES
A number of drugs have been associated with inflammatory myopathy (Table 1).123-149 These are now very rare conditions. In some cases, the myopathy was not due to the drug itself, but to an adulterant in the formulation. Also, the myositis may be due to the effect of the drug on the immune system as in the case of alpha interferon.146−148
MYOPATHIES SECONDARY TO IMPAIRED PROTEIN SYNTHESIS OR INCREASED CATABOLISM
Corticosteroid Myopathy
Clinical Features. Steroid myopathy manifests as proximal muscle weakness and atrophy, affecting the legs more than the arms.150−157
The distal extremities, oculobulbar, and facial muscles are normal, as are sensation and muscle stretch reflexes. Most patients exhibit a “Cushingoid appearance” with facial edema and increased truncal adipose tissue. Prednisone at doses of 30 mg/d or more (or equivalent doses of other corticosteroids) is associated with an increased risk of myopathy.154 Any synthetic glucocorticoid can cause the myopathy, but those that are fluorinated (triamcinolone > betamethasone > dexamethasone) are more likely to result in muscle weakness than the nonflourinated compounds.158 Women appear to be at a higher risk than men (approximately 2:1) to developing a steroid myopathy.
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Alternate day dosing may reduce the risk of corticosteroid induced weakness. Muscle weakness can develop within several weeks follow-ing the administration of corticosteroids; however, it more commonly occurs as a complication of chronic administration of oral high-dose corticosteroids. Acute onset of severe generalized weakness can occur in patients receiving high dosages of intravenous corticosteroids with or without concomitant administration of neuromuscular (NM) blocking agents.
Laboratory Features. Serum CK is normal. Serum potassium can be low as a result of glucocorticoid excess and can cause some degree of weakness. Motor and sensory NCSs are normal in steroid myopathy.159 Repetitive stimulation studies should not demonstrate a significant decrement or increment. Needle EMG is normal as well. The paucity of abnormalities is understandable, as corticosteroids preferentially affect type 2 muscle fibers. The first recruited motor units are comprised of type 1 muscle fibers. Because these are not affected as severely as type 2 fibers, the EMG is usually normal.
Histopathology. Muscle biopsies reveal atrophy of type 2 fibers, especially the fast twitch, glycolytic type 2B fibers.153,154,160,161 There may also be a lesser degree of atrophy of type 1 muscle fibers. Lipid droplets are commonly noted in type 1 fibers, and rare mitochondrial abnormalities have been seen on EM.
Pathogenesis. Corticosteroids bind to receptors on target cells and are subsequently internalized into the nuclei, where these regulate the transcription of specific genes. How corticosteroids cause a myo-pathy is not known, but it could be the result of decreased protein synthesis, increased protein degradation, alterations in carbohydrate metabolism, mitochondrial alterations, and reduced sarcolemmal excitability.153,154
Treatment. Major modes of therapy include: reduction in the dose, tapering to an alternate day regimen, or switching to a nonflouri-nated steroid, and exercise to prevent concomitant disuse atrophy. 154,158,162 Of particular concern is distinguishing steroid myopathy from an exacerbation of underlying immune-mediated NM disor-ders (e.g., inflammatory myopathy, MG, and CIDP) in a patient being treated with corticosteroids.156, 162−164 If the weakness oc-curred while the patient was tapering the corticosteroid, relapse of the underlying disease process would be most likely. In contrast, if weakness developed while the patient was on chronically high doses of steroids, a steroid myopathy should be considered. In the case of an inflammatory myopathy, an increasing serum CK and an EMG with prominent increase in insertional and spontaneous activity would point to an exacerbation of the myositis.162 In some cases, it is impossible to state with certainty whether the new weakness is related to a relapse of the underlying disease or secondary to the corticosteroid treatment. In such cases, the corticosteroid medication can be tapered and the patients must be closely observed. If muscle strength improves, it is presumed that the patient had a steroid myo-pathy. If patient’s strength declines, it is more likely the weakness is caused by an exacerbation of the underlying autoimmune disease and requires increased doses of corticosteroids or other immunosuppres-sive medications.
Finasteride
Clinical Features. Finasteride is used to treat prostatic hypertrophy. It is a 4-azasteroid that blocks dihydrotestosterone production and androgen action in the prostate and skin. One patient developed severe proximal greater than distal weakness and atrophy while being treated with finasteride (5 mg qd).165
Laboratory Features. Serum CK levels were normal. NCSs were normal, while the EMG showed small polyphasic MUAPs.
Histopathology. Muscle biopsy revealed only mild variability in fiber size, type 2 muscle fiber atrophy, and increased central nuclei.
Pathogenesis. The pathophysiologic mechanism for the myopathy is not known. Finasteride is one of the 4-azasteroids and its parent compound, as well as the metabolites, has structural similarity to corticosteroids. Thus, the pathogenic mechanism may be similar to that seen of steroid myopathy.
Emetine (Ipecac)
Clinical Features. Emetine hydrochloride is an emetic agent that has been abused, particularly in patients with anorexia nervosa and bulemia. A severe proximal myopathy and cardiomyopathy can occur with overuse of emetine (500 to 600 mg/d for over 10 days).166−168 Patients also complain of muscle pain, tenderness, and stiffness. Deep tendon reflexes are usually diminished, but the sensory exami-nation is completely normal. The myopathy is reversible following discontinuation of the medication.
Laboratory Features. The serum CK levels may be mildly to mod-erately elevated. Sensory and motor NCSs are normal.166−168 Needle EMG examination can is normal, although positive sharp waves and fibrillation potentials are usually apparent. There is early recruitment of small amplitude, short duration MUAPs.
Histopathology. Muscle biopsies reveal that scattered necrotic fibers, small atrophic and regenerating fibers, as well as many fibers contain cytoplasmic bodies. Oxidative enzyme stains demonstrate targetoid or moth eaten structures. On EM, there is evidence of myofibrillar degeneration in addition to compacted myofibrillar debris (cytoplas-mic bodies). The histological appearance of light and EM is similar to myofibrillar myopathy or desmin myopathy.169,170
Pathogenesis. The exact pathogenic basis for the disorder is not known, but it is postulated that emetine might inhibit the synthesis of important muscle proteins.
TOXIC MYOPATHIES WITH MULTIFACTORIAL OR UNKNOWN PATHOGENIC MECHANISM
Critical Illness Myopathy
Patients in the intensive care unit (ICU) may develop generalized weakness due to critical illness polyneuropathy71,172 and prolonged
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NM blockage,173,174 or development that is secondary to a myopathic process. The myopathic disorder has been termed acute illness myo-pathy (AQM), critical illness myopathy (CIM), and myopathy asso-ciated with thick filament (myosin).77,174−188 AQM can be difficult to distinguish from the neuropathy or from prolonged NM blockade, and patients can potentially have a combination of the above. Some series of ICU weakness have reported critical illness neuropathy to be more frequent than AQM,189,190 while others found the myo-pathy to be more common.181,185,191 In the largest series involving 88 patients who developed weakness while in an ICU, AQM was three times as common as CIM (42% versus 13%); prolonged NM blockade occurred in only one patient who also had AQM.181 In the author’s opinion, AQM is much more common than critical illness neuropathy.
Clinical Features. The first reported case of AQM was a 24-year-old woman with status asthmaticus who developed severe generalized weakness following treatment with high doses of intravenous corti-costeroids and NM blockade.183 Subsequently, there have been nu-merous reports of AQM usually developing in patients who received high dose intravenous corticosteroids and/or nondepolarizing NM blockers.77,174−176,179−182,184−188,192−194 The myopathy can also develop in patients with sepsis or multiorgan failure who never received either corticosteroids or nondepolarizing NM blocking agents.177,178,187 A patient’s status, post recent organ transplantation, appears to be at increased risk of AQM, perhaps due to the high doses of intravenous corticosteroids for prevention of rejection and NM blocking agents in the perioperative period. Because of their immunosuppressed state, patients undergoing transplant are also prone to infection and sepsis, which also predisposes them to AQM. The incidence of AQM is uncertain because there have been only a few prospective series published on the subject.192,195 In a study of 25 consecutive patients requiring mechanical ventilation for severe asthma, myopathy de-veloped in 9 of 25 patients (36%), and elevated serum CK levels in 19 of 22 (76%) patients tested.195 The patients were treated with dexamethasone 10 mg every 8 hours or hydrocortisone 250 mg every 6 hours; 22 of the 25 patients also received vecuronium. Mechanical ventilation lasted an average of 3.1 +/− 3.1 days in patients without myopathy and 12.9 +/− 6.6 days in those with myopathy. In a pro-spective study of 100 consecutive adult patients undergoing liver transplantation, 7 patients developed AQM.192 Patients were treated with nondepolarizing NM blocking agents and high-dose steroids in the perioperative period. Three of six patients tested had elevated serum CK levels, as high as 10 times the upper limit of normal 25 days post operation. Four patients had muscle biopsies demonstrat-ing necrosis and selected loss of myosin. Three patients later died from sepsis and multiorgan failure. The remaining patients slowly regained strength and the ability to ambulate over 1 to 3 months. Patients with AQM exhibit severe generalized weakness of the trunk, extremities, and respiratory muscles, and can rarely involve the ex-traocular muscles.188,194 The myopathy is usually initially recognized by the inability to wean the patient from the ventilator. Sensory ex-amination is usually normal, but this can be difficult to determine in an intubated patient with altered mental status. Deep tendon reflexes are decreased or absent. The mortality is high at approximately 30% in one large series, secondary to multiple organ failure and sepsis, rather than the myopathy.181 The morbidity and mortality in AQM
and critical illness neuropathy appear to be similar.181 In patients who survive, muscle strength recovers slowly over several months.
Laboratory Features. Serum CK levels can be normal but are moderately elevated in about 50% of patients. NCSs reveal marked reduced amplitudes of CMAPs with normal distal latencies and con-duction velocities. In contrast, SNAP amplitudes should be normal or mildly reduced (>80% of the lower limit of normal). Markedly reduced amplitudes of SNAPs should lead to the consideration of CIM. However, the SNAPs may be affected if the patient has a baseline (unrelated neuropathy), and many of these patients have illnesses that are associated with neuropathy (diabetes mellitus and renal or liver failure). Thus, reduced SNAP amplitude in and of itself does not exclude AQM; in the author’s opinion, most cases of weak-ness developing in the ICU are due to AQM and not CIM. Direct muscle stimulation may help to distinguish AQM from CIM, but these studies are fraught with possibilities of technical error.185,186,196 Direct muscle stimulation bypasses the distal motor nerve and neuro-muscular junction (NMJ). In critical illness neuropathy or prolonged NM blockade, the muscle membranes should retain its excitability, and direct muscle stimulation CMAP (dmCMAP) should be near normal despite a low or absent nerve stimulation evoked CMAP (neCMAP). In contrast, if the muscle membrane excitability is reduced, as seen in AQM, both the neCMAP and the dmCMAP should be very low. Theoretically, the ratio of neCMAP to dmCMAP should be close to 1:1 in a myopathy, and should approach zero in a neuropathy or NMJ disorder. In this regard, absent or reduced am-plitudes of the dmCMAP with neCMAP/dmCMAP ratios >0.9 were demonstrated in 11 patients with AQM, while neCMAP/dmCMAP ratios were 0.5 or less in patients with severe neuropathy.185,186
EMG usually demonstrates prominent fibrillation potentials and positive sharp waves; however, abnormal spontaneous activity is not always evident. Early recruitment of short duration, small amplitude, polyphasic MUAPs may be seen if the patient has sufficient strength to generate any MUAPs; patients with severe weakness may be unable to volitionally recruit any MUAP. The inability to quantitate MUAP morphology and recruitment can make it difficult to distin-guish AQM from CIM in patients who may have abnormal sensory conduction studies. Sequential EMG studies have reported profuse spontaneous activity and inability to actively recruit MUAPs early, followed by the appearance of small polyphasic MUAPs with early recruitment during the recovery period.193
Histopathology. Muscle biopsies reveal a wide spectrum of histo-logical abnormalities. Type 2 muscle fiber atrophy with or without type 1 fiber atrophy is common.22,174,175,178,179,181,187,188,194 Scattered necrotic muscle fibers may be seen.181,184,187,192,194 Focal or diffuse loss of reactivity for myosin adenosine triphosphatase (ATPase) activ-ity in type 1 fibers more than type 2 fibers corresponding to the loss of thick filaments (myosin) apparent on EM is typically observed, but not in all cases.22,174,176,177, 179−181,187,192 Other structural proteins (actin, titin, and nebulin) are relatively spared.187
Pathogenesis. The variable laboratory, histologic, and electrophysi-ological features suggest that the pathogenesis is multifactorial. Some biopsies demonstrate widespread necrosis, which certainly can
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account for the muscle weakness observed in patients. The mecha-nism of muscle fiber necrosis is not known, and, importantly, not all patients have significant necrosis on biopsy. Myosin is selectively lost in some, but not in all patients. Calcium activated proteases (calpains) may be responsible for proteolysis of myosin.187 Perhaps glucocorticoids, nondepolarizing NM agents, or the milieu of critical illness induces the expression of calpains. In addition, the enhanced expression of cytokines during sepsis may, in turn, lead to a catabolic state in muscle with breakdown of proteins, glycogen, and lipid. The reduced muscle membrane excitability may be the result of a combination of factors: (1) partial depolarization of the resting membrane potential, (2) reduced muscle membrane resistance, and (3) decreased sodium currents.185,186,196,197
Omeprazole
Clinical Features. Omeprazole inhibits the H+/K+ ATPase enzyme system (the proton pump) at the secretory surface of the gastric pari-etal cell and is used for the treatment of gastric and duodenal ulcers and refluxes. Rare cases of a neuromyopathy have been reported with the use of omeprazole.180,198,199 Patients developed proximal weak-ness and myalgias along with paresthesias and a stocking distribution of sensory loss, predominantly in the legs. Deep tendon reflexes are diminished or absent.
Laboratory Features. Serum CK levels were normal or mildly elevated. NCSs were consistent with an axonal sensorimotor poly-neuropathy.198 EMG revealed small polyphasic MUAPs in one patient.199
Histopathology. Muscle biopsies in the two reported patients re-vealed only type 2 muscle fiber atrophy.198,199 Superficial peroneal nerve biopsy in one patient demonstrated axonal degeneration.198
Pathogenesis. The pathogenic mechanism for the neuromyopathy is unknown.
Isoreinion (Accutane)
Clinical Features. Isoretinion is used for treatment of severe acne. Myalgias, usually in the setting of exercise, are common.200,201 In addition, there are a few reports of patients developing proximal muscle weakness.202
Laboratory Features. Serum CK levels can be normal or mildly elevated. Decreased serum carnitine levels have been reported.200
EMG revealed small polyphasic MUAPs in one patient.202
Histopathology. Muscle biopsy in a single patient reported demon-strated only atrophy of muscle fibers.202
Pathogenesis. The basis for the myopathy is not clear. The diminished carnitine levels and response to L-carnitine in some patients suggest that a perturbation of lipid metabolism may be contributory.
DRUG INDUCED HYPOKALEMIC MYOPATHY
Hypokalemia can be a complication of a variety of medications (e.g., diuretics, laxatives, mineralocorticoids, amphotericin, and lithium). Further, excessive eating of licorice may have an aldosterone-like effect and cause hypokalemia. Hypokalemic myopathy has also been associated with alcohol abuse and inhalation of toluene. The clini-cal, laboratory, histopathological, and electrophysiologic features of hypokalemic myopathy are similar, regardless of the etiology of the hypokalemia.
MYOPATHIES ASSOCIATED WITH ANESTHETIC AGENTS AND CENTRALLY ACTING MEDICATIONS
Malignant Hyperthermia
Clinical Features. Malignant hyperthermia (MH) is caused by a genetically heterogeneous group of disorders and is characterized by severe muscle rigidity, myoglobinuria, fever, tachycardia, cyanosis, and cardiac arrhythmias precipitated by depolarizing muscle relaxants (e.g., succinylcholine) and inhalational anesthetic agents (e.g., halot-hane).203 The incidence of MH ranges from 0.5% to 0.0005%.203 At least 50% of patients had previous anesthesia without any problems. The signs of MH usually appear during surgery, but can develop in the postoperative period. Rarely, attacks of MH have been triggered by exercise, ingestion of caffeine, and stress.204
Laboratory Features. Serum CK can be normal or mildly elevated between attacks in patients susceptible to MH. During attacks of MH, serum CK levels are markedly elevated and myoglobinuria can develop. Hyperkalemia is also usually present. Metabolic and respira-tory acidosis is evident with lactic acidosis, hypoxia, and hypercarbia. NCSs and EMG are usually normal. EMG shortly after an attack of MH would be expected to demonstrate increased spontaneous activ-ity and, perhaps, small polyphasic MUAPs recruiting early. The in vitro muscle contracture test can be performed to assess the suscepti-bility of MH in individuals who may be at risk (i.e., family members with history of MH).203 However, the test is not routinely available. Varying concentrations of halothane and caffeine are applied to strips of muscle that are stimulated at 0.1 to 0.2 Hz for 1 to 5 seconds, while tension is measured by a stain gauge. In patients susceptible to MH, much lower concentrations of caffeine and halothane produce muscle contractions than needed in normal muscle tissue.
Histopathology. Muscle biopsies demonstrate nonspecific myo-pathic features including fiber size variability, increased internal nuclei, moth eaten fibers, and necrotic fibers after an attack of MH.
Pathogenesis. Some cases of MH arise secondary to excessive calcium release by the sarcoplasmic reticulum calcium channel. Increased intracytoplasmic calcium leads to excessive muscle contraction, increased use of oxygen and ATP, and overpro-duction of heat. Why various anesthetic agents and depolar-izing muscle relaxants trigger this exaggerated release of calcium from the sarcoplasmic reticulum in predispose individuals is not known.
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MH susceptibility is genetically very heterogeneic, as families have been linked to different chromosomes and genes. The first mutations were discovered in the ryanodine receptor gene located on chromo-some 19q13.1 (MHS1).132,205,206 The ryanodine receptor bridges the gap between the sarcoplasmic reticulum and the T tubule. Mutations in the ryanodine receptor may result in a functional alteration of the associated calcium channel such that there is an excessive release of calcium into the cytoplasm upon activation. Of note, mutations in this gene also cause the congenital myopathy, the central core disease. Mutations in the ryanodine receptor gene account for only a minor-ity of patients with MH; other genetic loci have been identified. MHS2 localizes to chromosome 17q11.2–q24 (possibly the gene for the alpha subunit of the sodium channel).207 Thus, MHS2 may be allelic to potassium sensitive periodic paralysis, paramyotonia con-genita, and related disorders. MHS3 has been linked to chromosome 7q21–q22 (possibly to a gene encoding a subunit of the calcium channel).208 MHS4 localizes to chromosome 3q13.1, but the gene has yet to be identified.209 Mutations in the dihydropteridine recep-tor gene on chromosome 1q31 (allelic to hypokalemic periodic paral-ysis) are the cause of MHS5.210 Linkage to chromosome 5p has been demonstrated in still other families (MHS6).211 In addition, patients with dystrophinopathies are susceptible to developing MH.212 Thus, it appears that MH may occur in various myopathic disorders, affect-ing the structural proteins of the muscle membrane or ion channels.
Treatment. Patients at risk of MH should not be given known trig-gering anesthetic agents whenever possible. MH is a medical emer-gency, requiring several therapeutic steps.203 The anesthetic agent must be discontinued while 100% oxygen is delivered. Dantrolene 2 to- 3 mg/kg every 5 min for a total of 10 mg/kg should be admin-istered. The stomach, bladder, and lower gastrointestinal tract are lavaged with iced saline solution, and cooling blankets are applied. Acidosis and hyperkalemia are treated with sodium bicarbonate, hy-perventilation, dextrose, insulin, and occasionally calcium chloride. Urinary output must be maintained with hydration, furosamide, or mannitol. The patient must be monitored and treated for cardiac arrhythmias.
MYOPATHIES SECONDARY TO DRUGS OF ABUSE
Alcohol
Chronic alcohol abuse is more often attributed to causing neuropa-thy than myopathy.9 However, several forms of a toxic myopathy due to alcohol have been described: (1) acute necrotizing myopathy, (2) acute hypokalemic myopathy, (3) chronic alcoholic myopathy, (4) asymptomatic alcoholic myopathy, and (5) alcoholic cardiomyopa-thy.2,8,9 An acute necrotizing myopathy manifests as acute muscle pain, tenderness to palpation, cramping, swelling, and weakness following or during a recent particularly intense drinking binge. The severity of the myopathy is highly variable. Severe cases can be associ-ated with myoglobinuria and acute renal failure. The muscle cramps resolve over the course of several days, while the remainder of symp-toms may last several weeks. Serum CK levels are markedly elevated during these attacks. Muscle biopsies reveal widespread muscle fiber necrosis and occasionally fibers with tubular aggregates. Disorganizing
of the sarcomeres and degeneration of mitochondria may be appreci-ated on EM. Patients require appropriate supportive medical care and nutritional supplementation, as many are malnourished.
Alcohol abuse can lead to acute hypokalemia, which can cause gen-eralized weakness. Muscle weakness evolves over the time period of 1 or 2 days. Serum potassium is very low, <2 meq/L, and the CK levels are elevated. Muscle biopsy performed in the acute time frame may reveal vacuoles with the muscle fibers. The myopathy resolves with correction of the serum potassium. Some alcoholics develop an insidious onset of primarily proximal limb girdle weakness, especially of the lower limbs, which has been attributed to a chronic alcoholic myopathy. Muscle biopsy may reveal scattered muscle fiber atrophy, necrosis, and regeneration. It is unclear whether the muscle weakness is caused by a toxic influence of alcohol on muscle, a toxic PN, or malnutrition.
An asymptomatic alcoholic myopathy has been suggested in some pa-tients on the basis of elevated serum CK levels found coincidentally. There is no complaint of weakness, and the physical examination does not reveal striking evidence of a myopathic disorder. Histologic findings are not available for this class of patients, and the true nature of this presumed form of alcoholic myopathy is questionable. The el-evated serum CK may be related to subclinical necrotizing myopathy, hypokalemia, or muscle trauma.
Laboratory Features. Serum CK levels may be normal or slightly elevated and potassium levels may be reduced or normal. Reduced amplitudes of the sensory and, occasionally, motor NCSs may be seen if patients have a concomitant alcoholic neuropathy. Needle EMG may reveal positive sharp waves, fibrillation potentials, and early recruitment of short duration, low amplitude MUAPs firing at high rates with minimal force production in weak muscles in patients with a necrotizing alcoholic myopathy.67,213−217
Pathogenesis. The pathogenic basis for the various forms of alco-holic myopathies is not known. The metabolism of alcohol may lead to the accumulation of toxic metabolites (e.g., acetaldehyde) or free radicals that may be toxic to lipid membranes.9
Illicit Drugs
Illicit drugs and controlled narcotics (e.g., heroin, meperidine, cocaine, pentazocine, piritramide, amphetamines, etc.) may be myo-toxic.2,8,218−221 Muscle injury can be related to direct muscle trauma (e.g., needle injury), rhabdomyolysis secondary to pressure, and ischemic necrosis related to prolonged loss of consciousness, ischemia due to vasoconstriction, rhabdomyolysis caused by generalized status epilepticus, or the direct toxic effects of the drugs (or adulterants) on muscle tissue. Serum CK levels should be markedly elevated, and muscle biopsies reveal widespread necrosis in such cases.
Inhalation of volatile agents (e.g., toluene) can also cause generalized muscle weakness, and occasionally, myoglobinuria. Toluene causes distal renal tubular acidosis with associated severe hypokalemia, hypophosphatemia, and mild hypocalcemia. Muscle strength returns
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after correction of the electrolyte abnormalities and abstaining from inhaling volatile agents.
SUMMARY
Various drugs can cause muscle damage and from a variety of dif-ferent mechanisms. It is imperative to take a good medical history including current and previous medication history (as well as history of illicit drug use and alcohol abuse), as stopping the offending agent usually leads to improvement of the myopathy. However, continued use can be associated with significant morbidity and even death (e.g., from myoglobinuria). The most common toxic myopathy is associated with statin use, given how frequently these medications are prescribed. With that said, most individuals treated with statin medications and other medications known to cause toxic myopathy have no complications.
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24 Sports Related Neuromuscular Disorders
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AANEM Course Sports Related Neuromuscular Disorders 25
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27
INTRODUCTION
The iatrogenic disorders of neuromuscular transmission (NMT) occur as the result of synaptic neurotoxicity. Unlike the brain, spinal cord, and nerve that are protected by their respective blood brain and blood nerve barriers, the neuromuscular junction (NMJ) is uniquely sensitive to the effects of neurotoxins because there are no barriers to protect the NMJ from the deleterious effects of circulating toxins. Neurotoxins directed to the NMJ may occur as natural substances of plants or animals, prescribed pharmaceutical compounds, environmental hazards, or weapons of terror. These agents reduce the safety factor of NMT by inter-fering with either the presynaptic or postsynaptic function of the NMJ, or both. The clinical features of the toxicity produced by these agents vary, as many have toxic effects on other parts of the central, peripheral, or autonomic nervous systems. Many have other systemic effects as well.
Worldwide, the most common NMT toxicity results from envenomation. However, of more concern to the clinician are the effects of pharmacologic agents that produce weakness in patients with known or preclinical disorders of NMT. All forms of NMJ neurotoxicity are characterized by progressive, typically symmetrical muscle weakness. Muscles of eye movement or the eyelids are most often involved, as are the muscles of neck flexion and the pectoral and pelvic girdles. More severe toxicity may affect bulbar or respiratory muscles, or both. Cognition and sensation are usually spared unless other parts of the nervous system are also involved. Muscle stretch reflexes are often pre-served or only minimally diminished, particularly during the early phases of the illness, but may be lost if muscle weakness is severe.
PHARMACOLOGICAL BLOCKADE OF NMT
Drugs that produce worsening of NM function are classified into four categories. First, are drugs that have a direct effect on NMT in otherwise normal individuals; second, are drugs that disturb the immune system and result in the development of myasthenia gravis (MG); third, are drugs that unmask subclinical MG, or worsen muscle strength in patients with disorders of NMT (e.g., MG, Lambert-Eaton myasthenic syndrome [LEMS], botulism); and fourth are drugs that delay recovery of strength, particularly respiratory function, following general anesthesia during which NM blocking agents have typically been used.
Altered drug clearance due to renal or hepatic disease, concomi-tant drug administration, electrolyte disturbances, or direct toxic-ity may predispose patients to NM weakness in the first situation. The most common example of the second situation is the induc-tion of MG by d-penicillamine (D-P). In the third situation, persistence of NM dysfunction after a drug has been discontinued implies that a subclinical disease had been unmasked by the drug. This is seen when previously asymptomatic patients given D-P develop weakness that does not resolve following discontinuation of the drug.
The adverse effects of drugs on synaptic transmission may be clas-sified in three ways. They may act presynaptically, reducing acetyl-choline (ACh) release by a local anesthetic like effect on the nerve terminal, by impairing calcium influx into the nerve terminal, or by reducing the synthesis of ACh in the nerve terminal, similar to the effect of hemicholinium. They may act postsynaptically, producing a curare like blockade of ACh receptors or potentiat-ing the effects of depolarizing or nondepolarizing NM blocking
Selected Iatrogenic Disorders of Neuromuscular Transmission
James F. Howard, Jr., MDProfessor
Departments of Neurology & MedicineThe University of North Carolina at Chapel Hill
Chapel Hill, North Carolina
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28 Selected Iatrogenic Disorders of Neuromuscular Transmission AANEM Course
agents. Some drugs have both pre- and postsynaptic effects. Other than several reviews of adverse effects of various drugs on patients with MG or other diseases of NMT, much of the literature on this subject is anecdotal, often involving individual case reports (www.myasthenia.org/docs/MGFA_MedicationsandMG.pdf ). The adverse effects of these potentially neurotoxic medications must be taken into consideration when deciding which drugs to use in patients with MG or related conditions. For most drugs, the actual incidence of adverse effects is unknown because it is impossible to determine how many at risk patients have used each drug without complication. Additionally, in vitro and animal studies may suggest an adverse drug effect that does not correlate with clinically significant side effects. While it is most desirable for these patients to avoid all drugs that may adversely affect NMT, in certain instances, they must be used for the manage-ment of other illness. In such situations, thorough knowledge by the physician regarding the deleterious side effects can minimize potential danger. When possible, it is wise to use the drug within each class that has been shown clinically, or at least experimen-tally, to have the most minimal effect on NMT.
Telithromycin is the only drug with a Food and Drug Administration black box warning for use in patients with MG. There are no other drugs that are absolutely contraindicated in patients with MG and LEMS with the possible exceptions of D-P, botulinum toxin (BTX), and interferon alpha. However, there are many drugs that can exacerbate weakness in these patients or prolong the active duration of muscle relaxants.
Drugs that perturb NMT produce varying degrees of ptosis, ocular, facial, bulbar, respiratory, and generalized muscle weak-ness, similar to MG. Treatment includes discontinuing the of-fending drug and potentially reversing the NM blockade with intravenous calcium, potassium, or cholinesterase inhibitors. The most frequently encountered problems in the author’s experience were the result of an administration of antibiotics (macrolides, fluoroquinolines, and aminoglycosides) and β-adrenergic block-ing agents to patients with MG.
This manuscript will focus on the selected common iatrogenic causes of NMJ failure and direct the reader to a more compre-hensive review.16
Antibiotics
Antibiotics are one of the most common causes of synaptic failure. Earliest reports date back to the 1940s. Currently, there are several hundred reports of purported NM weakness attributed to the use of antibiotics. Some patients were otherwise normal, others were receiving NM blocking agents or drugs with known effects on the NMJ, some had MG, and others had diseases that alter the pharmacokinetics of the drug.
Aminoglycoside antibiotics are well recognized for producing NM weakness, irrespective of the route of administration.31 The weak-ness is related to dose and serum levels and can be reversed in part
by cholinesterase inhibitors, calcium infusion, and aminopyri-dines. At the NMJ, aminoglycosides may have pre- or postsynap-tic effects, or both.5 For example, tobramycin has a predominantly presynaptic action that inhibits ACh release, whereas netilmicin acts predominantly postsynaptically, blocks ACh binding to the receptor similar to curare. Specific NM blocking effects have been demonstrated for amikacin, gentamicin, kanamycin, neomycin, netilmicin, streptomycin, and tobramycin. Neomycin is the most toxic of these, while tobramycin is the least toxic.
In the author’s observations, macrolide and ketolide antibiotics may acutely exacerbate myasthenic weakness.34 These include the macrolides erythromycin and azithromycin. More recently, abrupt worsening in MG has also been reported with the new ke-tolide, telithromycin.29 This drug was not identified as potentially dangerous to myasthenic patients until after 21,000,000 patient exposures (author’s observation).
Cardiovascular Drugs
After antibiotics, cardiovascular drugs, particularly the beta adren-ergic blocking agents and calcium channel blockers, produce most of the adverse drug reactions in patients with NM disorders. The β-adrenergic blocking agents oxprenolol, propranolol, practolol, and timolol have all been implicated in causing a worsening of strength in patients with MG. Several cases have been reported of transient diplopia in patients receiving one of several ophthalmic β-blockers. Exacerbation of occular weakness may occur even with β-blockers applied topically on the eye. The author has observed abrupt worsening of weakness in several MG patients after paren-teral or ophthalmically applied β-blockers; other patients have had onset of myasthenic symptoms shortly after beginning one of these drugs. Studies examining the effects of various β-blockers on muscle twitch tension demonstrate a reduction in twitch tension following the application of these drugs. Repetitive nerve stimulation (RNS) studies have not shown ill effects of β-blockers given intravenously to MG patients. However, microphysiologic studies show a dose dependent reduction in the efficacy of NMT in normal rat skel-etal muscle and human myasthenic muscle bathed in atenolol, labetolol, metoprolol, nadolol, propranolol, or timolol.17 Different β-blockers have reproducibly different pre- and postsynaptic effects. The reduction in miniature end-plate potential (MEPP) amplitude caused by all of these drugs suggests a postsynaptic site of action. Additional presynaptic effects are suggested by the relatively large reductions in EPP amplitude compared to MEPP amplitude, alter-ations in MEPP frequency caused by all except timolol, and reduc-tion in quantal content caused by metoprolol and propranolol. Of the drugs examined, propranolol has the greatest effect on NMT; atenolol has the least. The effects of calcium channel blockers on myocardial muscle have been extensively characterized, but their effects on skeletal muscle are less understood. Studies to date have produced conflicting results: some have demonstrated postsynaptic curare-like effects, while others have shown presynaptic inhibition of ACh release or both pre- and postsynaptic effects. Oral admin-istration of calcium channel blockers to cardiac patients without NM disease did not produce any evidence of altered NMT by
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AANEM Course Iatrogenic Neuromuscular Disorders 29
single-fiber electromyography (SFEMG). Acute respiratory failure after beginning oral verapamil has been seen in a patient with LEMS,20 and in a patient with moderately severe, generalized myas-thenia (Howard, JF, unpublished observations). Elderly myasthenic patients have experienced worsening of strength after receiving felodipine and nifedipine for hypertension. Low doses of verapamil or its timed release preparation have been used without problems in patients with MG (author’s observation).
Cholesterol Lowering Agents
Several published works suggest that the statin cholesterol lower-ing agents may be causal in the exacerbation of myasthenic weak-ness.27 The mechanism for this worsening is not clear. Statins have immunomodulatory properties, with the ability to induce production of the Th2 cytokines interleukin (IL)-4, IL-5, and IL-10.39 Therefore, it is possible that up regulation of Th2 cytokine production could lead to worsening of MG. Statin-induced mi-tochondrial failure in the nerve terminal has been proposed as a mechanism to impair NM transmission, given the high content of mitochondria in the nerve terminal.13 There is no evidence to suggest that HMG-CoA reductase is known to directly interfere with NM transmission. A recent editorial has suggested caution with their use in patients with MG after realizing that further study is necessary.7
Immune Modulators
Generalized MG may occur after starting interferon alpha for leukemia, during interferon alpha-2b treatment for malignancy, and during treatment for chronic active hepatitis C.2, 28, 30 Recent reports have also suggested that MG may occur independently in association with hepatitis C, bringing into question the role of interferon in these patients. Expression of interferon gamma at motor endplates of transgenic mice produces abnormal NMJ function and generalized weakness that improves with cholinest-erase inhibitors.10
Clostridial Neurotoxins
Complications from BTX have become more frequent as the toxin has become increasingly used in treatment of focal dystonias and spasticity and most recently, for cosmetic purposes. In addition to local effects at the site of injection, BTX also has remote NM blocking effects.22 Dysphagia is a frequent side effect of botulinum injection for laryngeal dysphonia, and typically lasts for about 2 weeks. A prospective study of complications of BTX injection for cervical dystonia showed that prior to treatment, 11% of patients had symptoms of dysphagia, and 22% had radiologic evidence of abnormal esophageal peristalsis. After injections of BTX, new symptoms of dysphagia developed in an additional 33%, while 50% developed new peristaltic abnormalities. The dysphagia may be severe, especially when there is pretreatment dysphagia or when both sternocleidomastoid muscles are injected with large
doses of the toxin. SFEMG studies of a forearm muscle following BTX injections for cervical dystonia and hemifacial spasm show abnormal increase in mean jitter.33 Studies performed 6 weeks after treatment also showed increased fiber density, indicating rein-nervation. There may also be mild abnormalities of cardiovascular reflexes, suggesting distant effects on autonomic function. LEMS has been unmasked, and myasthenic crisis has been reported fol-lowing therapeutic BTX injection.8 More tragic situations have also been reported. The amelioration of a profound retrocollis following BTX therapy led an inebriated and beligerant individual to murder his son by gunshot during an argument.37
ENVENOMATION
Most biological toxins of animal origin affect the cholinergic system and either facilitate the release of neurotransmitter from the presynaptic nerve terminal, or block the ACh receptor. In general, bites from snakes, scorpions, and ticks are more common during summer months. In contrast, marine toxins may be encountered at any time, as they are usually acquired through ingestion and less often by injection or penetration. Specific animal envenomations occur in defined geographic areas. For example, tick paralysis occurs predominantly in states west of the Rocky Mountains, and in the western provinces of Canada and Australia. The geography of snake envenomation is species specific. Cobras are found in Asia and Africa, kraits in Southeast Asia, mambas in Africa, coral snakes in North America, and sea snakes in the Pacific near Australia and New Guinea.
Arthropods
Arthropod venoms have been known since antiquity when they were used to incapacitate prey or as a defense against predators.24 The few arthropod venoms that are toxic to the NMJ act by one of three mechanisms. In the first, there is an initial augmenta-tion of ACh release followed by depletion of neurotransmitter. The second enhances ACh release without subsequent presyn-aptic neurotransmitter depletion. The third blocks ACh release. Untreated arthropod envenomation is fatal in 12 to 25% of cases, but with the improvement in critical care facilities in the last few decades, these intoxications are rarely fatal.
Spider Bites
Only a few spider venoms affect the NMJ. The funnel web spider and the redback spider of Australia are the most danger-ous members of this group. In North America, only the bite of the black widow spider is of concern. The usual victim of a black widow spider bite is a small male child, perhaps due to their inquisitiveness in exploring nooks and crannies. Lathrotoxins in the venoms of spider genus Latrodectus (black widow spider) produce a marked facilitation in neurotransmitter release at all neurosecretory synapses including the NMJ by depolarizing the presynaptic nerve terminal and increasing Ca++ influx into the
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30 Selected Iatrogenic Disorders of Neuromuscular Transmission AANEM Course
nerve terminal.14 This depletes the neurotransmitter stores in the nerve terminal, resulting in a blockade of synaptic transmission. This toxin exerts its effects on the nerve terminal by several mech-anisms. The toxin binds to neurexin and thereby activates the presynaptic protein complex of neurexin, syntaxin, synaptotag-min, and the N type calcium channel to facilitate massive ACh release. Neurotransmitter release in nerve muscle preparations, as measured by MEPP frequency, increases several hundred fold within a few minutes. There is a subsequent depletion of synaptic vesicles and disruption of the highly organized active zone region of the presynaptic nerve terminal, thus inhibiting the docking of synaptic vesicles to the terminal membrane and preventing effec-tive recycling of vesicular membranes.15
Symptoms begin within minutes after a black widow spider bite and reflect the massive release of neurotransmitter from periph-eral, autonomic, and central synapses. Severe muscle rigidity and cramps are followed by generalized muscle weakness due to the depolarizing NM blockade. Death from cardiovascular collapse may occur in the elderly or in young children, but otherwise, black widow spider bites are rarely fatal. Treatment is primarily supportive.26 Calcium gluconate may help alleviate severe muscle cramps and rigidity. Magnesium salts may reduce neurotransmit-ter release if given soon after the bite. Equine serum antivenom is very effective and rapidly reverses the neurotoxic effects.6
Snakebites
Venomous snakes fall into four major groups: Viperidae (true vipers), Crotalidae (rattlesnakes and pit vipers), Elapidae (American coral snake, cobras, kraits, mambas), and Hydrophiodae (sea snakes). NM blockade results primarily from the venom of Elapidae and Hydrophiodae species.23,36 One Crotalidae species, C. durissus terrificus, a South American rattlesnake, produces a potent NM blocking venom. Venoms from other rattlesnakes and pit vipers act through hematological and cardiovascular mecha-nisms. Venom is produced and stored in salivary glands and in-oculation occurs through fangs or modified premaxillary teeth.4
These toxins may act either presynaptically or postsynaptically. Presynaptic toxins, β-neurotoxins (β-bungarotoxin, notexin, and taipoxin) inhibit the normal release of ACh from the motor nerve terminal. There is often an initial augmentation of release followed by depletion of neurotransmitter. Presynaptic toxins tend to be more potent than the α-neurotoxins, which act postsynaptically by producing a curare mimetic, nondepolarizing NM block that are variably reversible. They have a slower onset of action, a longer lasting effect, and are 15 to 40 times more potent than d-tubocu-rarine. Most venoms are a mixture of both types of neurotoxins, al-though one may predominate in a given venom. The venoms of the Hydrophiodae species are more toxic than those of land snakes and entail a lesser amount of toxin injected per bite.1 There are numer-ous subforms of α-neurotoxin. All suppress the release of ACh from the nerve terminal via several different mechanisms. Toxins from different species potentiate each other suggesting that they occupy different binding sites at the NMJ. Taipoxin from the Australian
and Papua New Guinean taipan snake is unique. In addition to producing a potent presynaptic blockade of synaptic transmission, it also has a direct toxic effect on muscle that produces rapid muscle necrosis and degeneration. Different species vary in their suscepti-bility to snake toxins. For example, the venom of the Australian mulga snake is fatal in man, produces ptosis in monkeys, and yet has no apparent NM blocking effect in rabbits.
The clinical course of snake envenomation follows a variable pattern. After envenomation by a pit viper or cobra, there is local pain. However, pain is often absent after bites by other Elapidae and Hydrophiodae. Swelling typically occurs within 1 hour fol-lowing bites by Viperidae, Crotalidae, or the cobra, but is not seen following bites by other Elapidae (mambas, kraits, coral snakes), and Hydrophiodae. There is then a preparalytic stage with head-ache, vomiting, loss of consciousness, paresthesias, hematuria, or hemoptysis.3 These symptoms are not common after envenoma-tion by cobras or mambas. The time between the snake bite and paralytic signs and symptoms varies from 0.5 to 19 hours. The first signs of NM toxicity are usually ptosis and ophthalmoparesis, although these are absent following the bite of the South American rattlesnake. Facial and bulbar weakness then develops over hours.32 Limb, diaphragmatic, and intercostal muscle weakness follows and may progress for up to 2 to 3 days. Without appropriate treat-ment cardiovascular collapse, seizures, and coma ensue. There is no sensory abnormality other than in the immediate area around the bite. Other systemic effects result from coagulation deficits. Cerebral and subarachnoid hemorrhage have been reported after bites from many snake species and are the leading cause of death following viper bites in several parts of the world.18
Antivenoms are the most effective treatment for snakebites that do not contain significant amounts of phospholipase, a component of presynaptic neurotoxins. Antivenoms are used to shorten the dura-tion of weakness. If the type of snake is known, a high titer specific monovalent antivenom is given. However, often the type of snake is not known and a polyvalent antivenom must be used. Respiratory, cardiovascular, and hematological support measures may be re-quired. Supportive measures are the mainstay of treatment for most coral snake bites. Intensive care treatment and airway maintenance are similar to that used in MG. Cholinesterase inhibitors have been recommended when there is a predominantly postsynaptic abnormality; electrodiagnostic testing may be useful in determining whether these agents are likely to be effective.21
Marine toxins
The rapid rise in marine pollution has spurred a renewed interest in marine toxins. Previously these toxins were only of interest to physiologists and pharmacologists who used them as tools for the investigation of biological systems. References to marine neurotox-ins date to biblical times (Exodus 7:20-21). The reader is referred to Southcott’s review of this subject.35 Marine neurotoxins that affect the NMJ are rare and come primarily from poisonous fish, a few mollusks, and dinoflagellates. Unlike poisoning from arthropods and snakes, most marine toxins are ingested. Some marine toxins
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AANEM Course Iatrogenic Neuromuscular Disorders 31
are unique due to an increase in the concentration of toxin though successive predatory transvection up the food chain.
Conontoxins, a diverse group of toxins from predatory cone snails, inject their venom through a small harpoon like dart (Olivera and colleagues 1985). It is only the fish predatory species (Conus geographus, C. textile, C. marmoreus and C. omaria) of this mollusk that pose a danger to humans.19 The effects of these toxins vary among species and within a single species. Several have direct effects on the NMJ. The α-conotoxins block the binding of ACh to the ligand binding site similarly to the snake α-neurotoxins described earlier.9 The ω-conotoxins block the voltage-gated calcium channel (VGCC) of the presynaptic nerve terminal.25 These ω-conotoxins have played an important role in our understanding of LEMS and is used in the VGCC antibody assay for that condition. Injection of ω-conotoxin is followed by intense local pain, then malaise and headache, and a progressive generalized weakness within 30 minutes. Respiratory failure often occurs within 1 to 2 hours. Most cone snail bites are preventable. These snails should be handled carefully with forceps and thick gloves. The proboscis protrudes from the small end of the shell, but is flexible and long enough to sting the holder at the other end. Live cone snails should never be placed in a pocket, as the dart can penetrate cloth.35 Treatment is directed toward respira-tory and cardiovascular support. There is no antivenom available. There is no published information about the potential efficacy of cholinesterase inhibitors. More than 60% of reported cone snail stings have been fatal.38
The most venomous fish is the stonefish, Synanceja horrida, S. traachynis, S. verrucosa found in the Indo-Pacific oceans and Red Sea, and the genus Inimicus found off the coast of Japan.12 The toxin, stonustoxin, is inflicted by injection through 13 dorsal spines when the victim steps on the small fish buried in the sand. NM blockade occurs as the result of induced neurotransmitter release and depletion of ACh stores, similar to that of other presynaptic toxins.11 Envenomation produces immediate excruciating pain that may last for 1 to 2 days. Severe edema occurs due to the actions of hyaluronidase, which promotes the rapid spread of venom through the tissue. Tissue necrosis may also occur. In addition to gastroin-testinal, autonomic, and cognitive difficulties, the victim may ex-perience generalized muscle weakness due to the mechanism noted above. Death occurs from cardiotoxicity. Treatment is supportive; specific antitoxin may be helpful in some cases.
CONCLUSION
Both pharmacologic agents and evenomation can cause NMJ neurotoxicity symptoms. Clinical features of the toxicity vary and many have toxic effects on other parts of the central, peripheral, and autonomic nervous systems.
REFERENCES
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16. Howard JF, Jr. Toxic Neuromuscular Transmission Disorders. In: Kaminski HJ, editor. Myasthenia Gravis and Related Disorders. New York: Humana Press; 2009. p 255-277.
17. Howard JF, Johnson BR, Quint SR. The effects of beta-adrenergic antagonists on neuromuscular transmission in rat skeletal muscle. Society for Neuroscience abstracts 1987; 13:147.
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32 Selected Iatrogenic Disorders of Neuromuscular Transmission AANEM Course
21. Kumar S, Usgaonkar RS. Myasthema gravis like picture resulting from snake bite. Journal of the Indian Medical Association 1968; 50:428-429.
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36. Vital-Brazil O. Venoms: their inhibitory action on neuromuscular transmission. In: Cheymol J, editor. Neuromuscular Blocking and Stimulating Agents. New York: Permagon Press; 1972. p 145-167.
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39. Youssef S, Stuve O, Patarroyo JC, Ruiz PJ, Radosevich JL, Hur EM, Bravo M, Mitchell DJ, Sobel RA, Steinman L, Zamvil SS. The HMG-CoA reductase inhibitor, atorvastatin, promotes a Th2 bias and reverses paralysis in central nervous system autoimmune disease. Nature 2002; 420:78-84.
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33
INTRODUCTION
Neuromuscular complications of critical illness include sepsis and multiple organ failure. Critical illness occurs in many patients receiving mechanical ventilation for more than 1 week in major medical and surgical intensive care units (ICUs). The majority suffer both central nervous system and peripheral nervous system complications.1
Sepsis is defined as the systemic inflammatory response syndrome (SIRS) resulting from an infection that is bacterial, viral, fungal, or parasitic in nature. It may also occur secondary to major trauma in events such as automobile accidents, war injuries, or burns. SIRS includes the presence of one or more of the following mani-festations; temperature > 38ºC or < 36ºC, heart rate greater than 90 beats per minute, respiratory rate greater than 20 breaths per minute, or hyperventilation as indicated by a partial pressure of carbon dioxide in the arterial blood (PACO2) less than 32 mmHg, white blood cell counts > 12,000 cells/mm3 or < 4,000 cells/mm3, or the presence of immature neutrophils.
Severe sepsis is associated with dysfunction of at least one organ, hypoperfusion, or hypotension. Septic shock occurs when sepsis induced hypotension persists, despite adequate fluid resuscita-tion. Multiple organ dysfunction occurs when two or more organs have altered function, in which homeostasis cannot be maintained without intervention.
The majority of these patients have the nervous system complica-tions of septic encephalopathy,2 critical illness polyneuropathy (CIP),3 and critical illness myopathy (CIM).4 These complications
appear as stupor or coma, difficulty weaning from mechanical ventilation, and limb weakness. As intensivists struggle to over-come the complex problems of sepsis and multiple organ failure, these nervous system complications are either overlooked or mis-diagnosed. Stupor is attributed to sedation, weaning difficulties to diaphragmatic fatigue, and limb weakness to catabolic myopathy. With successful weaning, the patient is discharged to a general ward, where the patient experiences impaired cognition; difficulty dressing, eating, and rising from bed or toilet seat; difficulty stand-ing and walking; shortness of breath; and fatigue. A prolonged stay in a rehabilitation center may become necessary. Without further investigation, the nature of these symptoms remains unexplained and puzzling to the patient, family, and caregivers.
Comprehensive neurological assessments will identify these nervous system complications in the ICU. Computed tomography (CT) head scans and cerebral spinal fluid examination are unremarkable in septic encephalopathy, but an electroencephalography (EEG) shows abnormalities consistent with a diffusive encephalopathy.2
Electromyography (EMG) and nerve conduction studies of the limbs, measurement of creatine kinase , and an occasional muscle biopsy, will disclose the presence and severity of CIP or CIM, or as is often the case, a combination of both conditions.1 The knowledge gained will assist in determining the need and type of sedation, adjustments in weaning procedures tailored to respiratory insufficiency, and early rehabilitation.
The least sedating method involves briefly discontinuing sedation each day and then determining the level of alertness. It is now used as a guide in managing sedation in ICUs.5 When the patient becomes alert enough, limb strength can be tested through voluntary
Neuromuscular Disorders in the Intensive Care Unit
Charles F. Bolton, MD, FRCP(C)Division of Neurology Queen’s University
Kingston, Ontario, Canada
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34 Neuromuscular Disorders in the Intensive Care Unit AANEM Course
activation, with grading according to the Medical Research Council scale. De Jonghe and colleagues6 of France, utilized this method and identified 28 patients who had sepsis and multiple organ failure. These patients were also thought to have CIP and CIM, as demon-strated by subsequent electrophysiological studies and muscle biopsy. The weak patients had a longer duration of weaning from mechani-cal ventilation than patients who were not weak.
An early sign of CIP or CIM is observed when testing the level of consciousness in a patient who is stuporose or comatose; nail bed pressure will evoke only weak or absent limb movements, but facial grimacing will be obvious.1 Loss of tendon reflexes that were previ-ously present is an early sign of these conditions.
Once respiratory or limb muscle weakness has been identified and there is improvement, no further studies are needed. However, if there is persistence or deterioration, CT head scans, electrophysiological studies, EEG, EMG, and possibly muscle biopsies are performed.
CONCLUSION
It is important to realize that only one quarter of patients with CIP and CIM would be identified by clinical examination alone, while others would be identified by electrophysiological studies.1 Not only do these studies identify CIP and CIM, they are also valuable in ruling out other conditions. For example, myasthenia gravis, Lambert-Eaton myasthenic syndrome, and amyotrophic lateral sclerosis may present for the first time as acute respiratory insufficiency, requiring mechanical ventilation and admission to an ICU. Thus patients with long-term neuromuscular disability and those “stuck on a ventilator” end up being managed in chronic care facilities and remain undiagnosed.
Recent electrophysiological studies have provided new insights into the pathophysiology of these conditions. Measurements of nerve excitability in CIP indicate that motor axons are depolar-ized through raised extracellular potassium and hypoperfusion.7 Excitability studies of muscle in CIM have revealed reduced muscle fiber conduction velocity and conduction block.8
In the future, electrophysiological monitoring may be particularly useful. EEG monitoring would disclose the varying affects of seda-tion, septic enchelopathy, or a combination of both. The simple recording of the compound muscle action potential (CMAP) of the thenar muscle by stimulating the median nerve at the wrist would detect a drop in amplitude as an early sign of CIP and CIM. Park and colleagues,8 as well as Allen and colleagues9 have shown that a characteristic increase in the duration of CMAP in addition to a drop in amplitude, is specific for CIM. For research purposes, these methods would be sensitive to changes induced by interventions designed to elevate sepsis and its nervous system complications.
REFERENCES
1. Bolton CF. Neuromuscular manifestations of critical illness. Muscle Nerve 2005;32:140-163.
2. Young GB, Bolton CF, Austin TW, et al. The encephalopathy associ-ated with septic illness. Clin Invest Med 1990;13:297-304.
3. Zochodne DW, Bolton CF, Wells GA, et al. Critical illness polyneu-ropathy: a complication of sepsis and multiple organ failure. Brain 1987;110:819-841.
4. Lacomis D, Zochodne DW, Bird SJ. Critical illness myopathy. Muscle Nerve 2000;23:1785-1788.
5. Kress JP, Pohlman AS, O’Connor MF, et al. Daily interruption of sedative infusions in critically ill patients undergoing mechanical ven-tilation. N Engl J Med 2000;342:1471-1477.
6. De Jonghe B, Cook D, Sharshar T, et al. Acquired neuromuscular weakness disorders in critically ill patients: a systemic review; groupe de Reflexion et d’Etude sur les Neuromyopathies En Reanimation. Intensive Care Med 1998;24:1242-1250.
7. Z’Graggen WJ, Lin CSY, Howard RS, Beale RJ, Bostock H. Nerve excitability change in critical illness polyneuropathy. Brain 2006;129:2461-2470.
8. Park EJ, Lakaski IV, Serfit RL, et al. Prolonged compound muscle action potential duration in critical illness myopathy. J Clin Neuromusc Dis 2004;5:176-183.
9. Allen DC, Arunachalam R, Mills KR. Critical illness myopathy: further evidence from muscle-fiber excitability studies of an acquired channelopathy. Muscle Nerve 2008;37:14-22.
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2009 COURSE H AANEM 56th Annual Meeting
San Diego, California
Copyright © October 2009 American Association of Neuromuscular & Electrodiagnostic Medicine
2621 Superior Drive NW Rochester, MN 55901
Printed by Johnson Printing Company, Inc.
David B. Shuster, MDDouglas A. Gordon, MD, FRCSC
Marc Trzeciak, DORannie Al Samkari, MD
Michael A. Herbenick, MDJohn C. Kincaid, MD
It Hurts Everywhere But My Shoulder A Collaborative Approach to Upper Extremity Pain
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No one involved in the planning of this CME activity had any relevant financial relationships to disclose. Authors/faculty have nothing to disclose.
It Hurts Everywhere But My Shoulder A Collaborative Approach to Upper Extremity Pain
Faculty
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Rannie Al Samkari, MDClinical Assistant ProfessorDepartment of Orthopaedic SurgerySports Medicine and RehabilitationBoonshoft School of MedicineWright State UniversityDayton, OhioHand and Reconstructive Surgeons, Inc.Dr. Al Samkari received his medical degree from Wright State University in Dayton, Ohio. He trained at the University of Louisville Kleinert Institute for Hand and Microsurgery. He is clinical assistant professor of orthopae-dic surgery at Wright State University and is currently in private practice at Hand and Reconstructive Surgeons, Inc. in Dayton, Ohio. He specializes in hand and upper extremity surgery. His research interests include thumb basilar joint osteoarthritis. He is a member of the American Society for Surgery of the Hand.
Douglas A. Gordon, MD, FRCS(C) Clinical ProfessorDepartment of Orthopaedic SurgerySports Medicine and RehabilitationBoonshoft School of MedicineWright State UniversityDayton, OhioOrthopaedic Associates of Southwestern OhioThe Hand Center of Southwestern OhioDr. Gordon sub-specializes exclusively in surgery of the hand and wrist and microneurovascular surgery of the upper extremity. He received his BSc., Hon. degree in biology and psychology from Bishop’s University and his medical degree from the University of Sherbrooke, both in Québec, Canada. He completed his residency in orthopedic surgery, also at the University of Sherbrooke, and completed his fellowship in hand and microneurovascular surgery with Dr. George E. Omer, one of the fathers of hand surgery in the United States, at the University of New Mexico in Albuquerque. Before entering medicine, he spent several years in hemody-namic research studying the physiology of the mitral valve. He is a Fellow of the Royal College of Surgeons of Canada and of the American College of Surgeons as well as a member of the American Society for Surgery of the Hand. He holds a Certificate of Added Qualifications in Surgery of the Hand. Dr. Gordon is clinical professor of orthopedic surgery at Wright State University and clinical assistant professor of orthopedic surgery at Ohio University and has been involved in the clinical training of resident orthopedic surgeons for over 20 years.
Michael A. Herbenick, MDAssistant ProfessorDepartment of Orthopaedic SurgerySports Medicine and RehabilitationBoonshoft School of MedicineWright State UniversityDayton, OhioDr. Herbenick received his BS degree from the University of Dayton. His medical degree and residency in orthopaedic surgery were completed at Wright State University Boonshoft School of Medicine. Dr Herbenick completed a Fellowship in sports medicine at the Kerlan Jobe Orthopedic Clinic in Los Angeles, California.
Currently he is assistant professor of Orthopaedic Surgery, Sports Medicine and Rehabilitation at Wright State University Boonshoft School of Medicine. Dr. Herbenick is board certified in orthopaedic surgery and has authored numerous publications and received many awards.
John C. Kincaid, MDFacultyDepartment of NeurologyIndiana University School of MedicineIndianapolis, IndianaDr. Kincaid is a long-time member of American Association of Neuromuscular & Electrodiagnostic Medicine (AANEM) and is certi-fied by the American Board of Electrodiagnostic Medicine. Dr. Kincaid has served on 24 AANEM committees and is the AANEM’s delegate to the American Medical Association’s House of Delegates. In addition, he is a Carrier Advisory Committee member for the Indiana Medicare Carrier and has been a consultant to several health insurance companies for reviewing coverage policies, new technologies, and fraudulent billing practices. Dr. Kincaid has been full-time faculty in the neurology de-partment at Indiana University’s School of Medicine for 28 years, and holds a joint appointment in the Department of Physical Medicine and Rehabilitation. Dr. Kincaid is also the 2009 AANEM Distinguished Physician Award Recipient.
Course Chair: David B. Shuster, MD
The ideas and opinions expressed in this publication are solely those of the specific authors and do not necessarily represent those of the AANEM.
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David B. Shuster, MDClinical Assistant ProfessorDepartment of Orthopaedic SurgerySports Medicine and RehabilitationBoonshoft School of MedicineWright State UniversityDayton, OhioDr. Shuster received his Baccalaureate from the University of California, San Diego where he developed and taught a gymnastics class for people with disabilities thus inspiring his interest in Physical Medicine and Rehabilitation. Shuster received his medical degree from Creighton University School of Medicine and completed his residency and masters degree at the University of Washington Department of Rehabilitation Medicine.
In addition to Physical Medicine and Rehabilitation, Dr. Shuster is Board Certified in Electrodiagnostic Medicine, Spinal Cord Injury Medicine and Pain Medicine. Shuster served as Medical Director of the Rehabilitation Institute of Ohio and is currently the Ohio State Insurance Liaison for the AANEM and serves on the AANEM Course Committee.
Dr. Shuster served as USA Team Physician at the World Maccabiah Games in Israel and has given numerous international presentations on musculo-skeletal problems in athletes who use wheelchairs and more recently the Patient Centered Practice. He helped develop, and currently teaches in, the musculoskeletal course at the Boonshoft School of Medicine, Wright State University which integrates electrodiagnostic medicine and spinal cord injury medicine into the second year curriculum.
Presently, Dr Shuster is in the private practice of Electrodiagnostic Medicine focusing on patient centered care that optimizes the experience of the patient and referring physician.
Marc Trzeciak, DOClinical Assistant ProfessorDepartment of Orthopaedic SurgerySports Medicine and RehabilitationBoonshoft School of MedicineWright State UniversityDayton, OhioOrthopaedic Associates of Southwestern OhioThe Hand Center of Southwestern OhioDr. Trzeciak received a BS degree in biochemistry in 1985 from Purdue University. He completed medical school at the University of Osteopathic Medicine and Health Sciences in Des Moines, Iowa, where he received his DO in 1990. Dr. Trzeciak completed a hand fellowship at the University of Buffalo, an American Orthopedic international fellowship at Lindenhof Hospital Mittelstrasse in Berne, Switzerland, advanced training in micro-surgery at Chang Gung Memorial Hospital in Taipei, Taiwan, Republic of China, private practice at Orthopedic & Neurological Consultants, Inc, in Columbus, Ohio, and Orthopedic Trauma Fellowship at Tampa General Hospital in Tampa, Florida. Dr. Trzeciak has worked for Grant Medical Center Orthopedic Trauma & Reconstructive Surgery, was the director of hand surgery at Ohio State University Orthopedics, has been in private practice at Joint Implant Surgeons, and is currently a hand surgeon for Orthopedic Associates of Southwestern Ohio. He is a member of American Society for Surgery of the Hand–Young Leaders, American Osteopathic Academy of Orthopedics, American Osteopathic Association, American Orthopedic Alumni Association, the Arthritis Foundation, and the Dayton District Academy of Osteopathic Medicine.
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Please be aware that some of the medical devices or pharmaceuticals discussed in this handout may not be cleared by the FDA or cleared by the FDA for the specific use described by the authors and are “off-label” (i.e., a use not described on the product’s label). “Off-label” devices or pharmaceuticals may be used if, in the judgement of the treating physician, such use is medically indi-cated to treat a patient’s condition. Information regarding the FDA clearance status of a particular device or pharmaceutical may be obtained by reading the product’s package labeling, by contacting a sales representative or legal counsel of the manufacturer of the device or pharmaceutical, or by contacting the FDA at 1-800-638-2041.
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v
It Hurts Everywhere But My Shoulder A Collaborative Approach to Upper Extremity Pain
Contents
Faculty ii
Objectives v
Course Committee vi
Building a Better EMG: Integration of Musculoskeletal Problems in Electrodiagnostic Medicine Consultation 1David B. Shuster, MD
Tunnel Vision 3Douglas A. Gordon, MD, FRCS(C)
Hand and Wrist Pain 9Marc Trzeciak, DO; David B. Shuster, MD
Hand and Wrist Pain 13Rannie Al Samkari, MD
Non-Neurologic Causes of Elbow Pain 17Michael A. Herbenick, MD
Overview of Neuromuscular Disorders Causing Upper Extremity Pain 23John C. Kincaid, MD
Objectives—After attending this session, participants will (1) understand the differential diagnosis of musculoskeletal problems affecting the hand, wrist, forearm, and elbow, (2) understand the anatomy and clinical examination relevant to these disorders, (3) be able to conceptualize the diagnostic approach to these disorders, (4) understand the pathophysiology and treatment strategies for these disorders, and (5) understand the value of the integration of these disorders into the electrodiagnostic medicine consultation. This course has been struc-tured as an interactive experience with questions and discussion playing prominently in the process.
Prerequis ite—This course is designed as an educational opportunity for physicians.
AccreditAtiOn stAtement—The AANEM is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education (CME) for physicians.
cme credit—The AANEM designates this activity for a maximum of 3.25 AMA PRA Category 1 Credit(s).TM If purchased, the AANEM designates this activity for 2 AMA PRA Category 1 Credit(s).TM This educational event is approved as an Accredited Group Learning Activity under Section 1 of the Framework of Continuing Professional Development (CPD) options for the Maintenance of Certification Program of the Royal College of Physicians and Surgeons of Canada. Each physician should claim only those hours of credit he or she actually spent in the educational activity. CME for this course is available 10/09 - 10/12.
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vi vi
Shawn J. Bird, MDPhiladelphia, Pennsylvania
Gary L. Branch, DODewitt, Michigan
John E. Chapin, MDWalla Walla, Washington
Mazen M. Dimachkie, MDKansas City, Kansas
John E. Hartmann, MDAugusta, Georgia
David Bryan Shuster, MDDayton, Ohio
Benjamin S. Warfel, II, MDLancaster, Pennsylvania
2008-2009 AANEM PRESIDENT
Michael T. Andary, MD, MSEast Lansing, Michigan
2008-2009 AANEM COURSE COMMITTEE
Anthony E. Chiodo, MD, ChairAnn Arbor, Michigan
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INTRODUCTION
Physicians specializing in electrodiagnostic (EDX) medicine are asked to examine patients who are experiencing numbness, tin-gling, pain, and weakness. Pain and apparent weakness may be due to the musculotendinous unit exclusively, or may be caused in combination with the joint that it crosses to provide function. It is the responsibility of the physician to understand the differential diagnoses affecting these structures. Of equal importance is the occurrence of bony or musculotendinous pathology which may coexist with nerve pathology. Musculotendinous disorders and bone and joint disorders may influence nerve disorders and be the direct cause of apparent weakness and pain, or may be associated with nerve pathology.
Although electrodiagnosis primarily involves the lower motor neuron, EDX physicians should also understand the musculoten-dinous and bony problems that affect patients seen in consultation. This will also help the patient better understand and differentiate the various causes of symptoms, as well as assist the referring physi-cian in determining appropriate care for the patient.
Knowledge of the neuromusculoskeletal system as the unit of func-tion provides clinicians with a more educated clinical impression and helps them determine whether or not symptoms are due to a nerve problem. Physiologic evidence of nerve pathology including demyelination, conduction block, and axonal loss is often found. It is the physician’s responsibility to determine how these find-ings correlate with symptoms experienced by patients. Doing so
reinforces the need for physicians to perform EDX consultations. It is important for EDX medicine physicians to go above and beyond the realm of the lower motor neuron.
These thoughts are echoed in the American Association of Neuromuscular and Electrodiagnostic Medicine’s (AANEM) position statement Proper Performance and Interpretation of Electrodiagnostic Studies. It emphasizes the need for synthesis of the patient’s history and physical examination with the nerve con-duction study (NCS) and needle electromyography (EMG) data to reach the diagnosis.
The AANEM believes that training should include clinical aspects of neurologic and musculoskeletal conditions and strongly recom-mends that EDX procedures be performed by physicians with comprehensive knowledge of neurological and musculoskeletal disorders to assure accurate interpretation and diagnosis.1
Dillingham2 emphasizes the importance of differentiating muscu-loskeletal problems from entrapments, plexopathies, and radicul-opathies and states, “It is often useful to the referring physician if the electrodiagnostician comments on other clinical conditions that were identified during the work up, such as shoulder impingement syndrome or lateral epicondylitis. Such observations can reveal other treatment alternatives in addition to addressing the electrodi-agnostically confirmed disorders.”
Clairmont3 also includes musculoskeletal diagnoses in the differen-tial for patients presenting for EDX medicine consultation.
Building a Better EMG: Integration of Musculoskeletal Problems in Electrodiagnostic Medicine
Consultation
David B. Shuster, MDClinical Assistant Professor
Department of Orthopaedic Surgery, Sports Medicine and RehabilitationBoonshoft School of Medicine
Wright State UniversityDayton, Ohio
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Electrodiagnosis, however, is not just a simple test. It involves clinical diagnoses that may include nonnerve disorders. The EDX physician must be skilled in interpreting individual results and inte-grating those interpretations into the patient’s clinical picture.4
O’Dell5 emphasizes the overlap between the examination and clini-cal presentation of the neurologic and musculoskeletal systems and includes the neurologic and musculoskeletal systems as essential ele-ments of the physiatric history and physical examination. NCSs and EMG are best considered an extension of the clinical examination.6
Dillingham7 found that in patients referred with a questionable cer-vical radiculopathy, nonneurologic diagnoses commonly explained some component of the complaint, and that 68% of patients with a negative EMG had nonneurologic diagnoses.
The idea of a unifying diagnosis for all of the patient’s complaints is appealing, but often unrealistic.4 As EDX medicine physicians, the ability to differentiate which symptom is caused by which pathol-ogy is of utmost importance.
Phalen, an orthopaedic specialist, emphasized the neurologic dif-ferential diagnoses in his original work on carpal tunnel syndrome. As EDX medicine physicians, it is vital to address the multiple causes of upper extremity pain and the overlap of neurologic, musculotendinous, and bony pathology that is so commonly seen in patients. Any findings must be interpreted with regard to the patient’s symptoms.
Expertise in diagnosing the problems that patients present with and the ability for EDX medicine physicians to provide clinical direc-tion, is proportion to the value of the referring physician, the payor, and most importantly, the patient.
Since many patients present with musculoskeletal disorders as a component of their symptoms, it is incumbent upon the physician to have the expertise to diagnose these problems.
REFERENCES
1. AANEM position statement Proper Performance and Interpretation of Electrodiagnostic Studies Muscle Nerve 33: 436–439, 2006.
2. Dillingham TR Electrodiagnostic Medicine II: Clinical Evaluation and Findings in Physical Medicine & Rehabilitaion. Third edition Randall L. Braddom.
3. Clairmont A, Nash SM, Mohammed YM Electrodiagnostic Medicine III: Case Studies in Physical Medicine & Rehabilitaion. Third edition Randall L. Braddom.
4. Haig AJ, Tzeng HM, LeBreck DB. The value of electrodiagnos-tic consultation for patients with upper extremity nerve com-plaints: a prospective comparison with the history and physical examination. Arch Phys Med Rehabil 1999; 80(10): 1273-1281.
5. O’Dell MW, Lin CD, Panagos A, Fung NQ The Physiatric History and Physical Examination in Physical Medicine & Rehabilitaion. Third edition Randall L. Braddom.
6. Preston DC Shapiro BE Electromyography and neuromuscular disorders: Clinical- Electrophysiologic Correlations 1998.
7. Dillingham TR, Lauder TD, Kumar S, Andary MT, Shannon SR. Musculoskeletal disorders in referrals for suspected cervical radiculopathy [abstract]. Muscle Nerve 1997;20:1077.
2 Building a Better EMG AANEM Course
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INTRODUCTIONCommon pathologies, especially those suggested by objective testing, present some special diagnostic challenges and pitfalls that are not often identified and discussed. Carpal tunnel syndrome (CTS) is one of these pathologies, as it is by far the most common neurological condition seen in the upper extremities (UEs) and therefore, is the one addressed most frequently by the electrodiag-nostic (EDX) physician. While most agree that CTS is a clinical diagnosis supported by positive test results, this distinction often becomes clouded or forgotten in today’s fast paced and market-driven practice of medicine. It becomes easy to bypass elements of the patients’ history and physical examination and infer the diagnosis based on EDX studies alone. This process is what I have labeled “tunnel vision.” This can affect physicians of all specialties unless there is constant awareness of its influence and vigilance as-serted in its prevention.
CaSE PRESENTaTION
Many years ago, during my first year of practice, I became ac-quainted with the case of a 39-year-old white male who was right- hand dominant and in good general health. He presented to the emergency room (ER) with sudden onset of painful cramping and diffuse paresthesias in the left UE. The ER physician performed a full cardiac work up, but all testing was negative. The patient was told he might have CTS and was sent home with analgesics and a cock-up wrist splint. He was directed to follow up with his family physician.
After the occurrence of several additional episodes, the patient’s primary care physician examined him, then referred him to a neu-rologist for EDX studies to “rule out CTS.” The study showed a mild increase in both motor and sensory latencies in the median nerves at both wrists, with the left side slightly worse than the right. There was no axonal loss, but the EDX physician noted some minor increased diffuse insertional activity in several muscle groups. The report returned to the family physician read “bilateral median neuropathy at the wrist consistent with CTS, left greater than right.” The patient was told to wear the cock-up wrist splint for an additional 10 days. When no improvement was noted, he was sent to a surgeon for carpal tunnel release.
The surgeon examined the patient and reviewed a copy of the EDX study. He was able to elicit a mildly positive Tinel sign and posi-tive Phalen test bilaterally. Surgery was scheduled for the following week. The intervention was uneventful and there were no compli-cations. Although the wound healed well, the patient continued to experience episodes of pain and paresthesias exclusively in the left UE, and felt that he was losing strength. At one postoperative visit, he was noted to have facial asymmetry and was thought to have developed Bell’s palsy.
The surgeon referred the patient to an ear, nose, and throat (ENT) specialist who concurred with the diagnosis of Bell’s palsy, but to rule out any compressive lesion of the facial nerve, a computed tomography (CT) scan of the base of the skull was ordered. The X-ray technician performing the scan misread the requisition and
Tunnel Vision
Douglas a. Gordon, MD, FRCS(C)
Hand and Microneurovascular SurgeonClinical Professor of Orthopedic Surgery
Wright State UniversityDayton, Ohio
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included the entire head. A large right intracranial parietal mass, consistent with a glioblastoma, was identified. This ultimately proved to be the correct diagnosis.
What went wrong in this case? An ER physician had diligently ruled out acute coronary problems and other life-threatening con-ditions and had suggested CTS, knowing that it was a common condition causing paresthesias in the UEs. Providing the patient with a splint was a benign method of providing treatment in the acute setting, thinking that the patient would undergo a more com-plete evaluation when he saw his primary care physician. However, knowing that the patient had just presented to the ER, the primary care physician assumed that he had undergone a detailed physical examination. The ER physician had concluded that the patient suf-fered from CTS and provided him with a splint for treatment. His symptoms were, in fact, paresthesias in the UE, thus it all seemed very clear. The fact that the splint had not helped to improve his symptoms was viewed as an indication of severity.
Referring the patient to an EDX physician to “rule out CTS” seemed to be the next logical step in confirming the diagnosis. If it had been effectively ruled out by EDX testing, then some other evaluation would have become necessary. The physician did exactly as requested and checked the patient for CTS. This seemed to be entirely reason-able, given the results of the EDX study. The report was carefully worded, noting that the findings were consistent with CTS, yet not specifically stating that the patient actually had the condition. This distinction was not appreciated, however, and for the primary care physician, the diagnosis was now clearly established. When symp-toms did not resolve with conservative measures, sending the patient to a surgeon seemed to be the next logical step.
The surgeon saw a patient referred with an established and docu-mented diagnosis that had failed conservative protocols and needed symptom relief. With a positive Tinel sign and Phalen test, further proof seemed unnecessary. The need for surgery was clearly indi-cated and was performed with expertise. When the patient was seen to have sudden onset facial paralysis in the postoperative period, Bell’s palsy, a common condition causing sudden facial paralysis, was immediately evoked. When the ENT specialist was asked to see a patient with Bell’s palsy, there was no reason to doubt the di-agnosis, but for comprehensive measures, the CT scan was ordered. Each specialist involved responded diligently and responsibly to the physician who referred the patient to him or her with an established diagnosis. Oddly enough, it was the technician, by accident, that enabled the actual diagnosis to be made.
In summarizing this case, the patient’s heart was fine, his asymp-tomatic carpal tunnel was cured, and there was no compressive neuropathy of the facial nerve. However, he died from glioblas-toma within 6 months of the onset of his symptoms. None of his physicians were at fault, except in their unquestioning acceptance of their predecessor’s diagnoses. Knowing the real diagnosis earlier probably would have changed nothing in the evolution of the patient’s disease, but he might have spent his last few months of life more comfortably than in having and recovering from a carpal tunnel release.
While this was not my patient, I could picture myself as being any one of the competent physicians who had simply accepted the common diagnoses that had been provided to them. It was at that time that I made a personal decision and commitment to consistently complete a detailed history and physical examination relative to the head, neck, and UEs on all patients referred with a diagnosis of CTS or those presenting with complaints of numbness or paresthesias.
QUaNTIFyING THE PROBlEM
In 1986, Chaplin and associates1 looked at 175 consecutive patients referred for hand pain, numbness, or weakness and found that 100 (57%) had CTS clinically, while 75 (43%) did not, and were diag-nosed with some other problem. Nathan2 found in 1988 that 17% of the workers he studied had abnormal nerve conduction studies (NCSs). In that group, only 62% had signs and symptoms of CTS, while 38% had none. Bingham and associates3 reported in 1996 on 1021 industrial applicants with an average age of 30.1 years. Of these, 17.5% had abnormal NCSs in at least one hand, however, only 10% acknowledged any CTS symptoms.
Approximately 5 years after this case, in a presentation for the Quebec Orthopedic Association, I presented an informal and retrospective look at 370 patients who had been referred for CTS4
and had undergone a detailed examination. All of the patients had EDX studies that were suggestive of median nerve compression at the carpal canal.
Of the 370 patients, four groups (Table 1) were identified from the detailed examination, additional testing that was performed, and follow up visits. Group 1 patients (N=103, 28%) were found to have CTS as their only diagnosis, and as the only source of their symptoms in the UEs. Group 2 patients (N=177, 48%) were found to have CTS as an important part of their presentation, but also had one or more additional pathologies that contributed significantly to their symptoms. Group 3 patients (N=27, 7%) had either occa-sional mild symptoms of CTS at some point in their lives, or had positive provocative tests, but these elements had played no part in their decision to seek medical attention. Any presenting symptoms could be entirely accounted for by some other pathology. Finally,
4 Tunnel Vision AANEM Course
Table 1 Patients referred for Carpal tunnel syndrome (CTS), N=370
Group 1:CTS only clinical pathology
N = 103 (28%)
Group 2:CTS + one or moreadditional pathologies
N = 177 (48%)
Group 3:No CTS symptoms but historyor (+) provocative tests
N = 27 ( 7%)
Group 4:No CTS
N = 63 (17%)
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AANEM Course It Hurts Everywhere But My Shoulder: A Collaborative Approach to Upper Extremity Pain 5
group 4 patients (n=63, 17%) had never experienced any symp-toms of CTS, nor did they have any positive provocative tests. All of their symptoms could be explained by some other entity.
Group 2, 3, and 4 patients (N=267, 72%) all had other conditions that either contributed to or were entirely responsible for their symptoms (Table 2). Compressive neuropathy of the ulnar nerve (37%) was the most common, with most cases located at the cubital tunnel and a few others at the ulnar tunnel and Guyon’s canal. Tenosynovitis was frequently present (21%) and most commonly involved the digital flexor sheaths, but also the first and second wrist extensor compartments (deQuervain’s disease and intersec-tion syndrome), and the fourth and sixth compartments. Cervical
radiculopathy, or cervical neuralgia, was part of the presentation in 14% of these patients. Osteoarthritis generated significant symp-toms in 12%, with the basal thumb at the carpometacarpal joint the most common site, but also with the wrist, fingers, shoulder, and elbow sometimes involved. Peripheral neuropathy was significant in 9%, mostly in diabetic and alcoholic patients, but also with a few idiopathic cases. Pain dysfunction was present in 8%, typically in the form of hypersensitivity from a previous injury or in some cases, complex regional pain syndrome (CRPS). Some of these patients had also been diagnosed with fibromyalgia. Epicondylitis was seen in 6%, and included both the medial and lateral sides. The medial side was sometimes associated with cubital tunnel syndrome in which case both conditions were counted separately. Previously undiagnosed or uncontrolled systemic inflammatory and metabolic diseases contributed significantly in 5% of patients. These included rheumatoid arthritis, lupus, diabetes, gout, hypothyroidism, sar-coidosis, and others. Compressive neuropathy of the median nerve proximally, either in the form of anterior interosseous nerve syndrome or pronator syndrome, was present in 5% of patients. Proximal compression of the radial nerve, posterior interosseous
nerve syndrome, and radial tunnel syndrome, were seen in 4% of patients. In 8%, other diverse and more unusual conditions were found to be important contributors to the patients’ symptoms. These included a wide variety of pathologies such as idiopathic ganglion cysts, stroke, multiple sclerosis, focal dystonia, isolated Raynaud’s disease, syringomyelia, Parsonage-Turner syndrome, Charcot-Marie-Tooth disease, and many others. The figures add up to 129%, meaning that about one third of the patients had more than one additional pathology generating their symptoms.
DISCUSSION
Most physicians have an ultimate goal of helping patients find relief of their symptoms following carpal tunnel release. If the decision to operate on patients is based on the results of EDX studies alone, only the patients in Group 1 (28%) would have been expected to experience complete relief of their symptoms post-operatively. If patients from Group 2 are included, 76% would be expected to find significant improvement following surgery, though 48% would be expected to have some residual symptoms due to other sources. This leaves 24% of patients (Groups 3 & 4) without expected gains of clinical improvement from the surgical intervention. Avoiding surgery on patients who don’t display signs or symptoms of CTS while simultaneously treating or identifying and separating out secondary pathologies would potentially improve the success rate dramatically. Using this model, one would predict that reported success rates for carpal tunnel release could vary between 28% and 100%, depending on how attentive one was to elements indepen-dent of the positive EDX studies.
In searching the literature for the highest and lowest published success rates for carpal tunnel release, the results are predictably variable. In 2004, Manktelow and associates5 reported on 984 workers’ compensation cases. Only 14% of patients were symptom free 4 years after carpal tunnel release. In 2006, Schmelzer and associates6 studied 486 patients, most having had bilateral sur-geries (753 hands), stating that 100% obtained symptom relief. Clearly, until tunnel vision has been overcome, optimal care can not be offered to patients, and CTS research will remain seriously flawed.
The case of the patient described earlier raises the question as to how five competent and conscientious physicians from five differ-ent specialties, who had the knowledge and experience necessary to orient the patient’s investigation appropriately on their first encoun-ter, accepted their predecessors’ diagnoses without question. A likely answer is each physician perceived their role to be that of a consultant applying his or her technical expertise within their field of specializa-tion to an existing pathology. Each physician, in responding to the requests of colleagues, performed tests and services required of them and assumed that the patient had either been or would be questioned and examined at length by another physician.
The ER physician’s perceived role was to rule out and treat urgent life-threatening conditions. The family physician’s perceived role was to be responsible for referring the patient to the appropri-ate specialists for diagnosis and treatment. The EDX physician’s
Table 2 Other pathologies contributing to, or responsible for, patients’ symptoms Groups 2, 3 and 4 N = 267 (72%) of all patients (N = 370)
Compressive neuropathy, ulnar nerve 37%Tenosynovitis 21%Cervical radiculopathy/neuralgia 14%Osteoarthritis 12%Peripheral neuropathy 9%Pain dysfunction/hypersensitivity 8%Epicondylitis 6%Systemic inflammatory/metabolic disease 5%Compressive neuropathy prox. median nerve 5%Compressive neuropathy prox. radial nerve 4%Other/diverse 8%Total 129%Thus, approximately one out of three patients had more than one non-carpal tunnel syndrome pathology.
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perceived role was to perform and interpret a complex test. The hand surgeon’s perceived role was to perform a delicate operation. The ENT specialist perceived his role as confirming the presence of a typically idiopathic and benign condition. Although each fulfilled their perceived roles impeccably, none of them viewed themselves as the patients’ physician, seeking the true source of his symptoms.
If the implications of inferring the existence of a common con-dition from a test result combines with a tendency to accept an existing diagnosis without question, it is clear that a nearly auto-mated system of patient evaluation based on test results alone has been created. It bypasses the wealth of true expertise held by phy-sicians in clinical diagnosis. With diminishing reimbursements for patient care and increased legal scrutiny of the results, there is constant pressure to spend less time with patients, yet generate legally correct documentation. The physician who takes the time to listen to and clarify a patient’s complaints, while asking and obtaining answers to the appropriate questions and thoroughly examining that patient, must be willing to accept financial pun-ishment.
Furthermore, automated nerve conduction devices have gained popularity and may bypass the EDX physician’s expertise alto-gether. Certainly these devices generate objective data, however they also are consistent in attaching appropriate legal disclaimers. NCSs have been, and will continue to be, the gold standard in diagnosing chronic compressive neuropathy of the median nerve at the wrist. However, automated devices can neither question nor examine patients relative to other pathologies in the UEs, and thus can never be the gold standard for diagnosing CTS. By using these devices as “screening” tests and applying the principles of “tunnel vision”, the number of unnecessary surgeries will con-tinue to increase while the overall success rate for carpal tunnel release decreases.
Having taught orthopedic residents for over 20 years, a trend toward reliance on objective testing and the “tunnel vision” that accompanies it proves to be one of the great challenges facing the future of the medical profession. The motivation to learn how to perform a good extremity examination requires the convic-tion that it holds value in the decision making process. When residents observe experienced physicians moving rapidly on to the next patient after performing only a cursory examination and requesting orders for a magnetic resonance image (MRI) or EDX study, they see little reason to spend time and energy learn-ing how to perform a detailed examination, ultimately making them even more dependent on test results in their own future practices. As a new generation of future professors, this trend becomes irreversible. As stated in the case previously described, technicians respond to the requests of colleagues’ by ordering or performing additional tests or procedures, whereas physicians respond to their patients’ needs by seeking the underlying source of symptoms. Sadly, in acting as technicians, physicians not only lose sight of the patients’ needs, but are also deprived of the intel-lectual process that is an intense and rewarding part of a career in medicine.
REaSONS FOR THIS SESSION
Throughout a career as a hand surgeon, evaluating and treating patients with UE problems and operating on many patients with CTS, it has been a privilege to enjoy the collaboration of expert and conscientious EDX physicians in a local practice environ-ment. In patients who clinically present with symptoms of CTS, that expertise is relied upon to quantify the extent of involvement and to identify and clarify coexisting nerve pathologies. Although they are not asked to make a diagnosis, any suggestions in regards to findings that may point to contributing pathologies are always welcome. This type of collaboration has been highly effective through the years in finding the source of patients’ symptoms. As a physician, the final responsibility for confirming CTS as a correct diagnosis lies with me, and personal success and failure rates must be accounted for. In an ideal scenario, this model of collaboration would be the rule rather than the exception.
However, in personal experience, 80 to 90% of patients referred for paresthesias in the UEs have already undergone EDX studies pre-scribed by their primary care physicians and have been “diagnosed” with CTS. EDX physicians are most often the first specialists to see patients referred for CTS and provide the report that is often pivotal in further investigation and treatment. As suggested in the case described, these patients may not have complained of anything more specific than UE pain or paresthesias, but are being screened, often with the words “rule out CTS” simply because it is a common condition. The referring physician often believes that he or she is sending the patient for diagnosis and believes that if the test is posi-tive for CTS, then the quest is over. If, as suggested, only 62 to 76% of patients with positive NCSs actually suffer from CTS,2,3 and if the majority of those also have major symptoms from other pa-thologies3 then the role as a clinical diagnostician becomes equally as important as the role as an EDX physician.
One may wonder why this has to be your task? Why not simply generate a strong generic disclaimer such as ”other conditions not detected by these studies may be present and should be thoroughly evaluated by the referring physician”? The answer would be that you have no more to offer than an automated nerve conduction device. These devices are programmed to generate similar disclaim-ers because they have no capacity to clinically evaluate patients, not because their measurements are inaccurate. The role of the dis-claimer is not provided to generate better patient care, but is simply stated to protect the manufacturer from legal action. Instead of addressing a patient’s specific needs, only those of the legal system are included. The omission of personal observations in a specific patient represents the essence of why professsional expertise cannot be replaced by a computerized device.
While there are many highly specialized fields of expertise, the role of physician and patient advocate requires those practicing in the medical field to become familiar enough with other pathologies to be able to orient patients toward appropriate investigation and treatment. Though it is unnecessary to have detailed knowledge of all conditions affecting the UEs, it is important to recognize the more common pathologies, with the concentration on clinical diagnostic findings, rather than on treatment.
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SUMMaRy
In today’s medical climate, objective testing is favored over clinical evaluation. Objective testing takes a fraction of the time to accom-plish and offers legal protection in the case of poor outcomes. It also favors the expedient assumption that a positive test result es-tablishes a clinical diagnosis and may propagate a chain of decisions that no longer have bearing on the patient’s needs. This process is what the author has labeled “tunnel vision”. CTS is the most common cause of paresthesias in the UEs and is easily “diagnosed” with objective testing. Evidence shows that chronic median nerve compression at the carpal canal may be present without generating symptoms, or at least not those that prompt the patient to seek medical care. Even competent and conscientious physicians can be enticed onto this path if they perceive themselves as providers of technical expertise rather than as clinical investigators. By paying particular attention to signs and symptoms unrelated to the positive EDX, the diagnosis of CTS can be confirmed or assist in establish-ing appropriate alternatives. Consideration of other pathologies in the UEs can help avoid the pitfalls of tunnel vision.
REFERENCE
1. Chaplin E, Kasdan ML, Corwin HM. Occupational Neurology and the Hand. Differential Diagnosis. Hand Clin. 1986 Aug;2(3):513- 24.
2. Nathan PA, Meadows KD, Doyle LS. Relationship of age and sex to sensory conduction of the median nerve at the carpal tunnel and association of slowed conduction with symptoms. Muscle & Nerve 1988; 11: 1149-53.
3. Bingham, RC, Rosencrance, JC, Cook, TM. Prevalence of abnormal median nerve conduction in applicants for industrial jobs. Am J Indust Med 1996;30-3:355-61.
4. Gordon, Douglas A. Unpublished data based on patients referred to the author, circa 1993.
5. Manktelow RT, Binhammer P, Tomat LR, Bril V, Szalai JP. Carpal tunnel syndrome: Cross-sectional and outcome study in Ontario workers. J Hand Surg 2004;29A:307–17.
6. Schmelzer RE, Della Rocca GJ, Caplin DA (2006). "Endoscopic carpal tunnel release: a review of 753 cases in 486 patients". Plast Reconstr Surg 117 (1): 177–85.
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9
INTORDUCTION
Primary idiopathic osteoarthritis (OA) describes the degeneration of articular cartilage without clear etiology.1 Accurate characteriza-tion of pain by patients can help lead to the source of pathology and appropriate treatment. It is crucial to differentiate pain due to nerve pathology from that of bone, joint, or tendon.
This manuscript deals with common types of joint pain caused by AO, including related structures in the differentials. It descibes the pathologies, clinical presentations, and examinations.
THUMB CaRPOMETaCaRPal JOINT aRTHRITIS
Thumb carpometacarpal (CMC) joint arthritis, also called trapezi-ometacarpal (TM) or basal joint arthritis, has an increased preva-lence in postmenopausal women.2 The distal interphalangel joint is the most commonly involved site of disease, followed by the TM joint. However, the latter can cause far more significant functional disability secondary to painful, weakened pinch and grip.
Symptoms include pain at the base of the thumb, particularly with pinch and grip. Forceful lateral pinch (e.g., brushing teeth, turning a key, opening a jar, or picking up a book) often exacerbates pain; it is frequently associated with a sensation of movement or “slip-ping” within the joint.3 History may include pain with pinching and gripping activities. Difficulty turning keys, opening jars, and gripping doorknobs are classic complaints.
Radiographically, 25% of postmenopausal women show degen-erative changes in the TM joint, but only 1 in 3 has symptoms.2
In general, symptoms of AO may not correspond to the level of radiographic disease.1
Yao and Park4 recently demonstrated the importance of differential diagnoses, including DeQuervain’s tenosynovitis, flexor carpi radia-lis tendonitis, extensor carpi radialis longus and brevis tendonitis, scaphoid pathology, scapho-trapezial-trapezoid (STT) joint pathol-ogy, flexor tenosynovitis, and carpal tunnel syndrome (CTS).
RaDIal SIDE HaND aND WRIST PaIN
Pain on the radial side of the hand and wrist can be due to soft tissue and bony disorders.
Differential diagnoses associated with such pain include:3
1. Intersection syndrome (tendinopathy of the wrist extensors in the distal radial forearm)
2. DeQuervain’s tenosynovitis (tendinopathy of the tendons within the first dorsal compartment of the wrist)
3. Scaphoid injury (acute or chronic)
4. AO of the STT joint
5. Instability, synovitis, or AO of the CMC joint (CMCJ)
6. Instability, synovitis, or AO of the metatarsophalangeal joint (MPJ)
7. Stenosing (or nonstenosing) tenosynovitis of the thumb (trigger thumb or non-triggering trigger thumb).
8. AO of the interphalangeal joint (IPJ) of the thumb
Hand and Wrist Pain
Marc Trzeciak, DOThe Ohio State University Medical Center
Columbus, Ohio
David B. Shuster, MDClinical Assistant Professor
Department of Orthopaedic Surgery, Sports Medicine and Rehabilitation
Boonshoft School of MedicineWright State University
Dayton, Ohio
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BaSal JOINT aRTHRITIS
The patient who presents with basal joint arthritis may complain of palmar-sided pain at the base of the metacarpal. On inspection, he or she may have the “shoulder sign”—a prominence at the base of the metacarpal, with a step off between the thumb metacarpal and the more proximal trapezium, typically in a dorsoradial direc-tion. Enlarging prominence or “shoulder sign” inevitably develops at the base of the thumb metacarpal. It is the clinical manifestation of dorsal metacarpal subluxation on the trapezium and metacarpal adduction.
This prominence may be due to inflammation, subluxation of the metacarpal on the trapezium, or osteophytes. In most cases, swelling around the joint is visible in patients with symptomatic degenerative disease. In some, the thumb MPJ may be hyper-extended. The base of the metacarpal may be stiff or contracted in an adducted position.
Most patients present with insidious onset of pain at the basal joint of the thumb or thenar eminence, with weakness and activity-related pain, particularly with pinch and grip maneuvers.
Pain with pressure is a classic complaint from those with arthritic changes in the joint. In CMCJ arthritis, patients have pain with palpation of the volar side of the CMCJ, directly proximal to the thenar eminence.
Clinical Examination
Accurate diagnosis is essential. Effective treatment, based on that diagnosis, should be directed specifically at the area of pathology.
The “grind test” increases the contact stress on the CMCJ, causing pain when an axially directed force is applied to the thumb meta-carpal. Patients with MPJ and IPJ arthritis also have tenderness on palpation. The grind test is performed by applying axial compres-sion, flexion, extension, and circumduction; if positive, these cause pain, and possibly, crepitus.
Further examination demonstrates tenderness along the thumb TM joint. Pinch strength testing shows decreased strength. Range of motion is almost always limited, and correlates with the degree of degenerative joint change.
A careful neurologic examination should be performed as part of the complete physical evaluation. Florack and colleagues5 found an association between CTS and CMJC arthritis; 43% of patients evaluated or treated for CMJC degenerative changes also met the criteria for CTS.
STT aRTHRITIS
STT arthritis produces a more subtle, aching pain, not always asso-ciated with grasp. Pain is increased with extremes of wrist motion, more so in flexion and extension, but can occur in all planes. STT arthritis is rarely isolated; it is usually associated with CMC arthritis.6
Clinical Examination
Because TM and STT arthritis often occur together, patients com-monly present with complaints of basilar thumb pain. Pressure applied one thumb breadth proximal to the CMC joint causes pain. The extremes of passive wrist range of motion do as well. If arthrosis of both joints is present, it may be difficult to clinically differentiate between the two conditions.
In isolated STT arthritis, pain is often localized as more medial, within the thenar eminence. It is described as a deep ache, not necessarily associated with thumb motion.8
UlNaR SIDED WRIST PaIN
More common causes of ulnar sided wrist pain include pisotrique-tral (PT) joint arthritis and flexor carpi ulnaris (FCU) tendonitis.9
PT Joint arthritis
The pisiform is a sesamoid bone that acts as a lever (much like the patella and quadriceps muscle) to enhance the function of the FCU muscle. PT joint AO is a degenerative disease that involves the articular surfaces of the pisiform and triquetrum. Early recognition of the pathologic process is important.
Primary AO of the PT joint is uncommon. The typical pathophysi-ology involves posterior lateral corner (PLC) component injury that leads to PT joint instability, with subsequent arthrosis. Ryan9
calls injury-related ulnar palmar wrist pain in the vicinity of the pisiform the pisiform ligament complex syndrome.
Many arthritic disorders of this joint are posttraumatic and pre-ceded by chronic PT joint instability. In some cases of pisiform in-stability, neurologic symptoms may be present. Of important note is that the medial wall of Guyon canal is formed by the pisiform putting it in proximity to the ulnar nerve. Therefore, neurologic symptoms may be present in some cases of pisiform instability.
FCU Tendinopathy
FCU tendinopathy is probably caused by degenerative changes within the FCU tendon near its insertion in the pisiform. Paley and colleagues10 found that FCU tendinopathy is the cause of symptoms in 44% of patients with ulnar palmar wrist pain. It is often associated with other conditions as well, including PT joint arthritis.
Clinical Presentation
Ulnar palmar wrist pain may radiate distally toward the hypothenar area or proximally along the FCU and ulnar aspect of the forearm. The pain can be vague and poorly defined, but is often located in the hypothenar area. It can also be deep, and occasionally radiates dorsally. It is aggravated by wrist motion or activities of daily living. In severe cases, pain may occur when the patient is at rest.
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AANEM Course It Hurts Everywhere But My Shoulder: A Collaborative Approach to Upper Extremity Pain 11
Examination reveals tenderness over and around the pisiform. Tenderness can also be elicited over the PT joint immediately dorsal to the pisiform. Snapping or popping sensation in the ulnar palmar area may be produced with active wrist motion because of pisiform subluxation. Tenderness and pain proximal to the pisiform area can be caused by FCU tendinopathy.
Clinical Tests
Ulnar palmar pain due to PT arthritis can be provoked by full passive wrist extension.
The pisiform tracking test is a provocative maneuver that elicits pain, and possibly crepitation and is performed by flexing the wrist to relax the FCU tendon and moving the pisiform ulnarly and radi-ally in a grinding like motion against the triquetrum.
SUMMaRy
Common types of arthritic pain occur in the thumb CMC joint and the PT joint. Ulnar-sided wrist pain is typically caused by FCU tendinopathy. STT arthritis often presents with TM joint arthritis. It is essential to differentiate hand and wrist pain due to nerve pa-thology from that related to bones, joints, or tendons.
REFERENCES
1. Green’s Operative Hand Surgery, 5th edition, Churchill Livingstone. 461
2. Armstrong AL, Hunter JB, Davis TR. The prevalence of degenera-tive arthritis of the base of the thumb in postmenopausal women. J Hand Surg [Br] 1994;19:340-1
3. Tsai P., Beredjiklian P.K. Physical diagnosis and radiographic exami-nation of the thumb. Hand Clin 24 2008; 231-237
4. Yao J., Park MJ., Early treatment of degenerative arthritis of the thumb carpometacarpal joint. Hand Clin 24 2008; 251-261
5. Florack TM, Miler RJ, Pelegrini VD, Burton RI, Dunn MG. The prevalence of carpal tunnel syndrome in patients with basal joint arthritis of the thumb. J Hand Surg [Am]. 1992;17(4): 624-30
6. Dias R, Chandrasenan J, Rajaaratnam V, et al Basal thumb arthritis. Postgrad Med J 2007;83(975):40-3
7. Tomaino MM, Vogt M, Weiser R. Scaphotrapezoid arthritis: preva-lence in thumbs undergoing trapezium excision arthroplasty and efficacy of proximal trapezoid excision. J Hand Surg [Am] 1999; 24(6):1220-4
8. Wolf JM Treatment of Scaphotrapezio-Trapezoid Arthritis. Hand Clin 24 (2008) 301-306
9. Ryan GM Pisiform ligament complex syndrome and pisotriquetral arthrosis. Hand Clin 21 2005;507-517
10. Paley D, McMurtry RY, Cruickshank B, Pathologic conditions of the pisiform and pisotriquetral joint. J Hand Surg [Am] 1987;12(1): 110-19
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13
INTRODUCTION
Hand and wrist pain are common reasons for visits to physicians. Patients present with general complaints of pain, numbness, tingling, and varying degrees of functional loss. Conditions that affect the tendons of the hand and wrist have a multitude of etiologies. Physicians are tasked with diagnosing and treating the different disorders while deciding what tests to perform and what referrals are necessary.
Tendinitis refers to inflammation of a tendon, while tenosynovitis refers to inflammation of the synovial lining of a tendon sheath. Causes include inflammatory conditions, such as rheumatoid arthritis (RA), amyloidosis, calcific tenosynovitis (gout), and pyogenic tenosynovitis (bacterial, mycobacterial, and viral).1 These can lead to tendon rupture.2 Tenosynovitis has also come to describe the reactive thickening that occurs with tendon en-trapment.
Stenosing tenosynovitis (tendovaginitis) is characterized by narrowing or stenosis of the tendon’s retinacular sheath. This leads to tendon entrapment. The term tenosynovitis is mis-leading because of the lack of inflammatory tissue associated with tendon entrapment. Tendon entrapment occurs at the narrow fibro-osseous tunnels that act as fulcrums for acute angulation of wrist and digital tendons. Motion of the tendon through these tunnels causes hypertrophy and fibrosis of the retinacular sheath, resulting in edema, impeded gliding, and catching or locking of the swollen flexor tendon. In response, the sheath thickens over time with fibrocartilagenous metapla-sia. Pathology findings show thickening, nodularity, and attri-tional changes within the tendon, with gross thickening of the overlying sheath. Patients present with both functional deficits and pain.
This manuscript discusses the etiology, pathophysiology, diag-nosis, and treatment options for common causes of hand and
wrist pain attributed to tendinitis and tenosynovitis of the hand and wrist.
aNaTOMy OF THE TENDONS aND TENDON SHEaTH
The dorsum of the wrist has six extensor compartments. The extensor retinaculum is a transverse band of thickened fascia 3 cm in width. This functions as a pulley for the extensor tendons that run in the six compartments beneath it. The compartments are numbered one through six from radial to ulnar. The first compartment contains the abductor pollicis longus (APL) and extensor pollicis brevis (EPB) tendons; the second contains the extensor carpi radialis longus and brevis (ECRL and ECRB) tendons; the third, the extensor pollicis longus tendons; the fourth, the extensor digitorum communis and extensor indicis proprius tendons; the fifth, the extensor digiti quinti tendon; and the sixth, the extensor carpi ulnaris (ECU) tendon. Each of the tendons within these compartments is surrounded by tenosynovium, which begins just proximal to the proximal edge of the retinaculum and continues distally to the level of the metacarpal bases.
On the palmar aspect of the wrist, flexor tendons and one nerve pass into the hand through the carpal tunnel. The tunnel is formed by two carpal bones on each side—the trapezium and scaphoid on the radial side, and the hamate and pisiform on the ulnar side. The roof is formed by a thick ligament, the flexor retinaculum. Nine flexor tendons traverse the tunnel. These include the flexor digitorum superficialis and flexor digitorum profundus (FDP) to the index, long, ring, and small fingers, as well as the flexor pollicis longus (FPL) to the thumb interphalangeal joint. The final structures to pass through include the median nerve as well as the tenosynovium that sur-rounds the flexor tendons. The FPL tendon runs in a separate tendon sheath.
Hand and Wrist Pain
Rannie al Samkari, MDClinical Assistant Professor
Wright State UniversityDayton, Ohio
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14 Hand and Wrist Pain AANEM Course
The tendon sheaths of the index, middle, and ring fingers extend from mid-palm to the distal interphalangeal joints. The sheaths of the thumb and small finger continue proximally into the carpal tunnel. The flexor tendons within the digits are enclosed in a snug fibro-osseous canal that is lined by synovium.
Doyle3 described the flexor tendon sheath as a double-walled structure with two layers: visceral and parietal. The parietal layer is in contact with the pulley system, while the visceral layer adheres to the tendon as the epitenon. These two layers form a hollow tubular structure. The sheath begins at the metacarpal neck level at the A1 pulley and extends distally to just proximal to the distal interphalangeal joint. There are five annular and three cruciate pulleys for each digit, with two annular and one cruciate pulley for the thumb; these make up each fibro-osseous tunnel. In the thumb, the flexor sheath communicates with the radial bursa, while the small finger flexor sheath communicates with the ulnar bursa. The radial and ulnar bursa have a potential space of com-munication known as Parona’s space. It lies between the fascia of the pronator quadrates and the FDP conjoined tendon sheath.
Vascular and nutrient supply to the flexor tendons arises from direct vessels and diffusion from the synovial fluid.3 Figure 1 depicts the flexor tendon sheath and the pulley system.
SPECIFIC DISORDERS
Stenosing Tenosynovitis
Stenosing tenosynovitis refers to mechanical impingement of a tendon in the hand or wrist caused by narrowing of its sheath. Inflammation and thickening of the sheath result in tendon en-trapment. A size mismatch between the tendons and the tunnel they pass through creates this problem. The term tenosynovitis is misleading because of the lack of inflammatory tissue associated with tendon entrapment. Tendon entrapment occurs at the narrow tunnels that act as fulcrums for acute angulation of wrist and digital tendons. Motion of the tendon through these tunnels causes hyper-trophy and fibrosis of the retinacular sheath, resulting in edema, impeded gliding, and catching or locking of the swollen flexor tendon. In response, the sheath thickens over time with fibrocarti-lagenous metaplasia.4 De Quervain’s tenosynovitis and trigger digit are the most common examples of stenosing tenosynovitis.
The etiology of tendon entrapment continues to be ill-defined. However, the condition tends to cluster among certain patients who have co-affliction with carpal tunnel syndrome, trigger digits, de Quervain’s disease, and epicondylitis. Women are affected far more often than men. The age distribution has remained relatively the same despite an increase in tools that require repetitive motion, such as computer keyboards.5 Different causes have been proposed, but none have been confirmed. These include activities that involve repetitive finger flexion and forceful grip, such as welding and constant hand-held tool work. A study by Trezies and colleagues6 found no signifi-cant difference between the occupational distribution of patients with trigger digits versus the general population.
Trigger Digits
Each digital flexor tendon passes through a system of tight tunnels that keep it in close apposition with the bone to maximize force and motion at the joints. A system of pulleys makes up the tunnel to provide this biomechanical advantage. Tendon entrapment results from mechanical impingement of the digital flexor tendons as they pass through this narrowed pulley at the level of the metacarpal head. The pulley becomes grossly thickened. When examined at a microscopic level, it can demonstrate degeneration and lympho-cytic infiltration.7 Because of repetitive compressive loads, the A1 pulley and the corresponding surface of the flexor tendon undergo fibrocartilaginous metaplasia.
Patients present with catching or locking of the digit in flexion, clicking, and pain, mainly at the palmar base of the digit. Also, the digit can lock in flexion and require passive manipulation into full extension. This creates significant reluctance to fully flex and extend the digit, leading to secondary contractures at the proximal interpha-langeal joint joint. Inability to perform daily activities is common.
Treatment of trigger digits involves both conservative and surgical means. Conservative management involves activity modification, nonsteroidal anti-inflammatory drugs, splinting, and steroid injec-tion. Surgical management involves release of the A1 pulley. If the patient’s history shows that a specific activity is associated with the onset of triggering, then avoidance of that activity may result in spontaneous resolution. However, spontaneous resolution is rare.
For patients who do not have a contraindication, such as renal disease or peptic ulcer disease, nonsteroidal anti-inflammatory drugs may be added to an initial treatment regimen. Splinting is another conservative treatment option. This has shown some success in patients with mild triggering who refuse steroid injection
Figure 1 The digital pulley system of the fingers and blood supply. B = brevis; DIP = distal interphalangeal joint; DTA = distal transverse artery; FDP = flexor digitorum profundus; FDS = flexor digitorum superficialis; ITA = intermediate transverse artery; L = longus; P = profundus; PIP = proximal interphalangeal joint; PTA = proximal transverse artery; MP = metacarpal phalangeal joint; S = superficialis; V = vincula; (From Wheeless Textbook of Orthopaedics 2009.)
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or surgery. However, splinting can lead to stiffness and contracture. Steroid injection is the mainstay of conservative management. Results have been widely successful. However, positive outcome is reduced in patients with rheumatoid arthritis and diabetes mellitus. (See Table 1 for success rates of corticosteroid injections for trigger digit.11-13)
Surgical release of the A1 pulley is effective when nonoperative means have failed. An oblique or longitudinal incision distal to the metacarpophalangeal joint (MP) flexion crease centered over the MP joint is made. Neurovascular bundles are protected bilater-ally. The A1 pulley is incised longitudinally for complete release. Patients begin digital range of motion exercises immediately8
Figure 2 describes the location of incision for A1 pulley release.
De Quervain’s Tenosynovitis
The first dorsal compartment lies over the radial styloid and con-tains the APL and EPB tendons. These tendons pass through a tight fibrous tunnel that extends approximately 2 cm in length. Tendon entrapment leading to pain and disability is common. Activities that require frequent abduction of the thumb and ulnar deviation of the wrist cause tension on the tendons passing through the tunnel and create friction that leads to swelling and narrowing of the canal. Patients present with radial-sided wrist pain aggravated by movement of the thumb. De Quervain’s tenosynovitis affects women six times more frequently than men. The average age is the fifth or sixth decade of life.
Physical examination reveals tenderness to palpation over the first dorsal compartment 1-2 cm proximal to the radial styloid, and pain with passive movement of the thumb into the palm and ulnar de-viation of the wrist (Finkelstein’s test). Treatment initially involves splinting of the thumb in radial abduction and the wrist slightly extended, as well as corticosteroid injection and anti-inflammatory medication. The success rate with injections of various corticoster-oid formulations ranges from 62-93%.9
When nonoperative means fail, surgical release of the first dorsal compartment is performed. A transverse or longitudinal incision is made overlying the first dorsal compartment. Sensory branches are protected. The compartment is released on its dorsal aspect to prevent tendon subluxation. The EPB tendon is examined to ensure no accessory compartment is present.
AANEM Course It Hurts Everywhere But My Shoulder: A Collaborative Approach to Upper Extremity Pain 15
Author Year Steroid Preparation Findings Number of Digits NotesNewport et al.10 1990 Betamethasone 1-3 injections: 77% overall
success338 Single digit and < 6 month
duration of symtoms showed favorable result.
Griggs et al.11 1995 Betamethasone 50% success in diabetics: 72% NIDDM44% IDDM
121 Statistically significant increase in failure rate in IDDM patients.
Kolind-Sorensen12 1970 Hydrocortisone 67% overall success78% in “primary” trigger digits
106 Only 50% success in patients with RA or DM
Table 1 Success rate of corticosteroid injection for the treatment of trigger digit
DM = diabetes mellitus; IDDM = insulin dependent diabetes mellitus (type 1); NIDDM = noninsulin-dependent diabetes (type 2); RA = rheumatoid arthritis.
Figure 2 Incisions for release of trigger fingers and thumb. The index finger is released through an incision in the proximal palmar crease, the ring and little fingers through an incision in the distal crease, and the middle finger through an incision midway between the two palmar creases. The thumb flexor is approached through its metacarpophalangeal joint crease. In each instance, the resulting scar will lie proximal to the metacarpal head prominence. (From Green’s Operative Hand Surgery, 5th edition. p. 2145.)
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16 Hand and Wrist Pain AANEM Course
Intersection Syndrome
Intersection syndrome involves stenosis of the second dorsal com-partment. This compartment contains the tendons of the ECRL and ECRB. Intersection syndrome, a rarer form of stenosing teno-synovitis than de Quervain’s tenosynovitis, has been associated with similar activities, such as frequent repetitive motions of the wrist.
The patient presents with pain and swelling 4 cm proximal to the radiocarpal joint. Erythema and crepitus may be present. These symptoms are often confused with de Quervain’s tenosynovitis. Treatment is mainly conservative with activity modification, splint-ing, and steroid injections as described for de Quervain’s. Surgical management involves release of the second dorsal compartment.
ECU Tendinitis
Tenosynovitis involving the sixth dorsal compartment is not un-common and usually presents as ulnar-sided wrist pain. Patients usually present with a history of twisting injury to the wrist. Dysethesias along the course of the dorsal sensory branch of the ulnar nerve can be present. On examination, tenderness is elicited from palpation over the tendon sheath. It is not uncommon for this condition to present with other tendon entrapments, ligament in-juries of the wrist, and carpal tunnel syndrome. To help distinguish ECU from ligamentous injury, lidocaine is injected into the sheath. If this results in immediate relief, it confirms the diagnosis. Referral to a hand surgeon is very important to help diagnose and treat this disorder. Treatment involves ice, splinting, anti-inflammatory medications, and steroid injection.
CONClUSION
Tenosynovitis—whether acute, infectious and related to bacterial inoculation of the flexor tendon sheath, or stenosing, with mechan-ical impingement of the tendons that traverse fibro-osseous tunnels in the wrist and hand—is a highly common cause of pain in the
hand and wrist. Patients do not typically present with neurologi-cal symptoms, but the condition can result in impaired function or debilitation. Proper diagnosis and treatment allow patients to continue a functional, pain-free lifestyle.
REFERENCES
1. Green’s Operative Hand Surgery, 5th edition. p. 2137. 2. Green’s Operative Hand Surgery, 5th edition. p. 2138. 3. Doyle, James R. Surgical Anatomy of the Hand and Upper
Extremity. 4. Green’s Operative Hand Surgery, 5th edition. p. 2141-2142.5. Ryzewicz M, Wolf, JM. Trigger Digits: Principles, Management, and
Complications. J Hand Surg [Am] 2006; 31: 135-146. 6. Trezles A, Parish E, Dixon P, Cross M; Is occupation an Aetiological
factor in the developement of trigger finger? J Hard Surg[Br] 1998; 23(4):539-40.
7. Sampson SP, Badalamente MA, Hurst LC, Seidman J. Pathobiology of the human A1 pulley in trigger finger. J Hand Surg 1991;16A:714–721.
8. Patel MR, Bassini L: Trigger fingers and thumb: When to splint, inject, or operate. J Hand Surg [Am] 1992; 17:110-113.
9. Ilyas, Asif. Nonsurgical Treatment for de Quervain’s Tenosynovitis. J Hand Surg [Am] 2009; 34: 928-929.
10. Greens Operative Hand Surgery. 5th edition. p. 2145. 11. Newport ML, Lane LB, Stuchin SA: Treatment of trigger finger by
steroid injection. J Hand Surg [Am] 1990; 15:748-750.12. Griggs SM, Weiss AP, Lane LB, et al: Treatment of trigger finger in
patients with diabetes mellitus. J Hand Surg [Am] 1995; 20:787-789. 13. Kolind-Sorensen V: Treatment of trigger fingers. Acta Orthop Scand
1970; 41:428-432.
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17
laTERal ElBOW PaIN
lateral Epicondylitis
Lateral epicondylitis is a common source of morbidity in the general population. The characteristic patient with lateral epi-condylitis is an adult in their fourth or fifth decade of life. Men and women are affected equally, with symptoms typically seen in the dominant arm. Although nonsurgical measures and time usually provide relief, a greater number of patients than previously assumed may continue to experience symptoms. Approximately 80% of patients with newly diagnosed lateral epicondylitis report symptomatic improvement at 1 year.1 Although most patients may experience mild residual symptoms, only 4-11% who seek medical treatment will require surgical intervention.2-5
The extensor carpi radialis brevis (ECRB) origin is the most com-monly cited anatomic location of lateral epicondylitis pathology. Histologic sections of this area show noninflammatory angiofibro-blastic tendinosis with neovascularization, a disordered collagen scaffold, and mucoid degeneration.5 The overall presentation is consistent with a pattern of repetitive microinjury and healing at-tempts.
Pain over the lateral aspect of the elbow is the most consistent symptom of lateral epicondylitis. This pain is usually sharp and is exacerbated by activities involving active wrist extension or passive wrist flexion with the elbow extended. A characteristic complaint is pain in the lateral elbow that prevents patients from being able to hold items or pick them up with the forearm pronated.
The initial treatment of lateral epicondylitis remains nonsurgical; options for therapy are wide-ranging and well-published. No single approach has demonstrated superiority over any other. In fact, the literature suggests that the best predictor of outcome is the amount of daily physical strain as opposed to the specific treatment ren-dered. Rest, consisting of varying degrees and duration of activity limitations, and nonsteroidal anti-inflammatory drugs (NSAIDs) are commonly used to manage acute lateral epicondylitis. These simple interventions work on the tendon to reduce inflamma-tion, relieve strain, and provide time for healing. Although lateral epicondylitis is characterized as a noninflammatory condition, NSAIDs may relieve pain from associated synovitis or acute inflam-mation in the surrounding supportive adipose, connective, and muscle tissue.6
Physical therapy is often prescribed for lateral epicondylitis. Since the literature supports more than one therapeutic philosophy, the most effective mode of therapy and treatment duration is a matter of debate.7-10 Prescribed orthotic devices include the proximal forearm band and the cock-up wrist splint. The goal of using these products is to reduce tension at the extensor origin, allowing time for the area to heal.
Steroid injections have been used to treat the acute pain of lateral epicondylitis, allowing patients to begin rehabilitation. Short-term data show that after a brief period of postinjection discomfort, pain relief with steroids is significantly better compared to other treat-ment methods. However, longer-term data indicate that those who receive steroid injections have the same, if not worse, outcomes than those in other treatment groups.11 Altay and colleagues12
Non-Neurologic Causes of Elbow Pain
Michael a. Herbenick, MDAssistant Professor of Orthopaedic Surgery and Sports Medicine
Department of Orthopaedic SurgeryWright State University School of Medicine
Dayton, Ohio
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18 Non-Neurologic Causes of Elbow Pain AANEM Course
found no difference in results at 1 year in a comparison of lidocaine injection to lidocaine and steroid injection into the extensor origin. In addition to the common side effects of skin depigmentation and fat atrophy, steroids decreased collagen production and tenocyte replication, and were associated with common extensor tendon rupture. Botulinum toxin, platelet rich plasma (PRP), and extra-corporeal shock waves are all being examined as possible nonopera-tive treatment regimens for epicondylitis.
Surgical treatment of lateral epicondylitis is considered only in the small number of patients who fail to improve after a prolonged attempt with nonsurgical management. Poor prognostic factors for successful nonoperative approaches include manual labor, domi-nant arm involvement, long duration of symptoms with high base-line pain levels, and poor coping mechanisms. Current data suggest that open and arthroscopic procedures are similarly effective.13,14
POSTEROlaTERal ROTaTORy INSTaBIlITy
Posterolateral rotatory instability (PLRI) of the elbow is a clinical syndrome first described by O’Driscoll and colleagues in 1991.15 PLRI usually results from a dislocation of the lateral ligamentous structures with subsequent failure to adequately heal. Patients commonly present with symptoms of clicking, snapping, clunk-ing, locking, or even recurrent instability. These often occur in the extension half of the arc of motion, with the forearm in supination. Patients may report that the elbow feels loose or slides out of joint when they engage in activities, particularly weight bearing ones. They are often apprehensive about performing actions that pre-cipitate the instability, such as pushing on armrests while getting up from a chair.
On initial examination, patients will appear to have a normal elbow. It is usually not tender and has a full pain-free ROM (ROM). Patients may have some degree of hyperextension, par-ticularly with atraumatic PLRI. Although varus stress may feel uncomfortable, varus and valgus stress typically do not precipitate instability or much pain. The clinical examination is usually un-remarkable except for the posterolateral rotatory instability test.15 Other tests include prone and chair pushups described by Regan and Morrey.16 Treatment options range from splinting to surgical repair or reconstruction of the torn lateral structures.16
OTHER CaUSES OF laTERal ElBOW PaIN
The diagnosis of lateral elbow pain should exclude several condi-tions that produce similar symptoms to lateral epicondylitis. Radial tunnel syndrome, or compression of the posterior interosseous nerve (PIN), may be difficult to differentiate from lateral epicon-dylitis. Maximal tenderness in radial tunnel syndrome is typically noted 3-4 cm distal and anterior to the epicondyle over the mobile wad. Resisted wrist extension may not be painful in radial tunnel syndrome, but it is in lateral epicondylitis. Resisted thumb and index finger extension may be painful in radial tunnel syndrome, but not in lateral epicondylitis. Resisted forearm supination may
be painful in radial tunnel syndrome because of compression of the PIN within the supinator muscle. Lateral epicondylitis and radial tunnel syndrome may coexist in up to 5% of patients.17
A careful examination is warranted to identify the patient with intra-articular pathology, such as radiocapitellar chondral lesions. Estimates of concurrent intra-articular pathology range from 11% to 69%.18,19 Ruch and colleagues reported on a group of patients with posterolateral plica causing refractory lateral elbow pain. The most suggestive physical examination findings included a painful clicking at terminal extension and forearm supination, as well as maximal tenderness over the posterior radiocapitellar joint.20
MEDIal ElBOW PaIN
Medial Epicondylitis
Medial epicondylitis is far less prevalent than its lateral counterpart, with the latter occurring 7 to 20 times more frequently.21 The con-dition often occurs in baseball pitchers and in those who participate in a variety of other sports and occupational activities that create valgus force at the elbow.22 Medial epicondylitis is characterized by pain along the medial elbow that is worsened by resisted forearm pronation or wrist flexion. Tenderness is usually distal and lateral to the medial epicondyle, most often over the pronator teres and flexor carpi radialis. The ROM of the elbow and that of the wrist are usually complete. Normal strength and sensation are typically noted in the extremity. Concomitant ulnar neuropathy can exist with medial epicondylitis, causing varying degrees of diminished sensation in the ring and little fingers, as well as a Tinel sign at the elbow.
The basic principles of nonsurgical treatment for lateral epicon-dylitis apply to medial epicondylitis as well. After exclusion of any other pathologic causes for the pain, the indications for sur-gical treatment include persistent pain at the medial elbow that is unresponsive to a well managed nonoperative program lasting a minimum of 6 to 12 months. Open debridement and tendon repair is the surgical procedure of choice.23
Valgus Instability
Ulnar collateral ligament (UCL) injury has become a well recog-nized entity in overhead throwing athletes, with baseball pitchers identified as being at high risk. Jobe and colleagues24 developed the original UCL reconstruction, and described their repair technique and initial results in 1986.
Patients usually describe a gradual onset of localized medial elbow pain during the late-cocking or acceleration phase of throwing. Pain is typically located over the ulnar collateral ligament and can be differentiated from medial epicondylitis by the location of tenderness. Valgus instability testing and a Milking Test can help support the diagnosis of a UCL tear.
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AANEM Course It Hurts Everywhere But My Shoulder: A Collaborative Approach to Upper Extremity Pain 19
Surgical intervention is indicated for competitive athletes with acute complete ruptures of the UCL or chronic symptoms sec-ondary to instability who show no significant improvement after at least 3 to 6 months of nonoperative management. UCL recon-struction techniques are effective in decreasing pain and returning high-level athletes to throwing.25
aNTERIOR ElBOW PaIN
Complete Distal Biceps Rupture
Once thought to be an uncommon injury, distal biceps tendon ruptures are being seen with increasing frequency. Most would agree that anatomic repair to the radial tuberosity is necessary to obtain strength and endurance in supination and flexion.26 Rupture of the distal biceps tendon can be disabling for indi-viduals who require upper extremity strength for vocational and recreational activities.
The condition happens when an unexpected extension force is applied against a contracting biceps muscle. Rupture probably occurs through a tendon weakened by intrasubstance degenera-tion or external impingement. The history and physical examina-tion are usually sufficient to make the diagnosis. The hallmark is a palpable defect in the distal biceps, which is accentuated by attempted elbow flexion. Weakness on supination is easily dem-onstrated; flexion weakness is more subtle. Magnetic resonance imaging (MRI) is usually not necessary, except when differentiat-ing among biceps tendon degeneration (tendinosis), cubital bur-sitis, and partial distal tendon ruptures. Immediate surgical repair of the ruptured biceps tendon is advocated for optimal return of function.27 The results of late repair are less predictable for return of strength, but activity-related pain is diminished.
Partial Distal Biceps Rupture
The difficulty in treating patients with partial tears of the distal biceps tendon lies in proper diagnosis. Cubital bursitis, with or without concomitant bicipital tendinosis, and partial ruptures can both present with pain in the antecubital fossa; furthermore, both conditions may be present at the same time. Prior to the advent of MRI, pathologic changes within soft tissue could only be inferred from the history and physical examination. MRI allows direct as-sessment of these changes. This has helped define the pathology of the distal biceps tendon.
Partial distal biceps tendon ruptures that fail to respond to non-operative treatment are best managed surgically. Most partial rup-tures occur at the insertion into the radial tuberosity. The most successful surgical results for symptomatic partial ruptures have been achieved by releasing the remaining portion of the biceps tendon from the tuberosity, debriding the frayed tendon end, and anatomically reattaching the tendon to the radial tuberosity as if there were a complete rupture.28,29
Cases of enlarged synovial bursa or anterior ganglions have caused anterior elbow pain and median nerve compression. These rare clinical entities should be ruled out when evaluating anterior elbow pain. MRI is most valuable in diagnosing these pathologic processes. Treatment should be focused on decom-pression of the nerve and/or removal of the space occupying lesion.30
POSTERIOR PaIN
Triceps Tendinitis/Tears
Triceps tendon ruptures are exceedingly rare and usually occur with a forceful eccentric contraction of the triceps that causes avulsion of the tendon from the olecranon. This is most com-monly seen in weight lifters. Complete ruptures of the triceps tendons should been treated with surgical repair.
Triceps tendinitis is a common cause of posterior elbow pain centered on the tip of the olecranon at the triceps insertion. A chronic traction spur can be seen in patients on plain X-ray, but is not always present. Patients have reproduction of pain at the insertion site with resisted extension at mid-flexion (ap-proximately 60 to 90 degrees). Treatment is usually supportive as most patients respond to nonoperative management. Partial excision of the degenerative tendon and repair is performed on those who fail to improve after 6 to 12 months of nonoperative treatment.
Valgus Extension Overload/Posterior Impingement
Posterior elbow impingement of the olecranon against the ulna is commonly related to olecranon osteophyte formation posteriorly. This pathologic entity is associated with the end result of valgus extension overload, commonly seen in the throwing athlete with chronic medial instability.
Repeated impaction of the posteromedial olecranon in the olecra-non fossa leads to chondromalacia and subsequent hypertrophic spur and osteophyte formation, especially in the medial aspect of the ulnar notch.31 Posteromedial impingement results in pain during throwing at the terminal phase of extension and during activities requiring forced extension.
These hypertrophic osteophytes and traction spurs can frequently be observed on X-ray, especially on the axial olecranon view. Patients commonly complain of posterior pain with passive or active extension, and typically have a loss of extension relative to the contralateral side. Treatment is aimed at decreasing pain nonoperatively, with NSAIDs and rest. Persistent symptoms are treated with arthroscopic or open resection of the postero-medial olecranon and scar tissue. Ulnar nerve dysfunction can commonly coexist.32
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OTHER CaUSES OF ElBOW PaIN
Primary Osteoarthritis of the Elbow
Primary osteoarthritis (OA) of the elbow is a relatively rare disease, affecting < 2% of the population.33 Unlike OA of other joints, OA of the elbow is characterized by the relative preservation of articular cartilage and the maintenance of joint space, but with hypertrophic osteophyte formation and capsular contracture. At the elbow, OA is characterized by pain, stiffness, mechanical symptoms, and weak-ness. OA has an idiopathic etiology, but is associated with heavy use of the arm. It is most commonly seen in men with a history of heavy use of the extremity, such as manual laborers, weight lifters, and throwing athletes.
Loss of terminal elbow extension and impingement-type pain at terminal extension and flexion are common in the earlier stages of the disease process. In the later stages, the elbow progresses to a greater degree of motion loss and pain in the mid-arc of motion.34 Usually, patients will report that it is painful to carry heavy objects at the side of the body with the elbow in extension. Treatment of primary OA of the elbow initially consists of NSAIDs and activity limitation. Operative interventions include open or arthroscopic debridement, open ulnohumeral arthroplasty, interposition arthro-plasty, or total elbow arthroplasty.34
loose Bodies
Loose bodies are a common cause of elbow pain and locking types of symptoms. A loose body is often produced by a traumatic event, repetitive injury, or arthritic process. Pain and locking occur most commonly in the anterior or posterior aspects of the elbow joint. Loose bodies can be seen on plain X-ray or MRI. Arthroscopic or open removal is the treatment of choice.
Elbow Contracture
Elbow contractures typically occur after a traumatic event. The most common location for a soft tissue contracture is from the anterior capsule. Treatment consists of static and dynamic splint-ing, as well as pain management. Early ROM following an injury is critical to prevent stiffness. Operative intervention, with either open or arthroscopic anterior capsular release, is required when patients fail to progress with physical therapy.
Heterotopic bone formation can also occur in the posttraumatic patient. It most commonly requires open resection of the hetero-topic bone when functional limitations are significant.
REFERENCES
1. Verhaar JA. Tennis elbow: Anatomical, epidemiological and thera-peutic aspects. Int Orthop 1994;18:263-267.
2. Binder AI, Hazleman BL. Lateral humeral epicondylitis: A study of natural history and the effect of conservative therapy. Br J Rheumatol 1983;22:73-76.
3. Boyd HB, McLeod AC. Tennis elbow. J Bone Joint Surg Am 1973;55:1183-1187.
4. Coonrad RW, Hooper WR. Tennis elbow: Its course, natural history, conservative and surgical management. J Bone Joint Surg Am 1973;55:1177-1182.
5. Nirschl RP, Pettrone FA. Tennis elbow: The surgical treatment of lateral epicondylitis. J Bone Joint Surg Am 1979;61:832-839.
6. Nirschl RP, Ashman ES. Elbow tendinopathy: Tennis elbow. Clin Sports Med 2003;22:813-836.
7. Nirschl RP. Tennis elbow. OrthopClin North Am 1973;4:787-800.8. Martinez-Silvestrini JA, Newcomer KL, Gay RE, Schaefer MP,
Kortebein P, Arendt KW. Chronic lateral epicondylitis: Comparative effectiveness of a home exercise program including stretching alone versus stretching supplemented with eccentric or concentric strengthening. J Hand Ther 2005;18:411-419.
9. Ohberg L, Alfredson H. Effects on neovascularisation behind the good results with eccentric training in chronic mid-portion Achilles tendinosis? Knee Surg Sports Traumatol Arthrosc 2004;12:465-470.
10. Svernlöv B, Adolfsson L. Nonoperative treatment regime including eccentric training for lateral humeral epicondylalgia. Scand J Med Sci Sports 2001;11:328-334.
11. Hay EM, Paterson SM, Lewis M, Hosie G, Croft P. Pragmatic randomized controlled trial of local corticosteroid injection and naproxen for treatment of lateral epicondylitis of elbow in primary care. BMJ 1999;319:964-968.
12. Altay T, Günal I, Oztürk H. Local injection treatment for lateral epicondylitis. Clin Orthop Relat Res 2002;398:127-130.
13. Peart RE, Strickler SS, Schweitzer KM. Lateral epicondylitis: A com-parative study of open and arthroscopic lateral release. Am J Orthop 2004;33: 565-567.
14. Szabo SJ, Savoie FH, Field LD, Ramsey JR, Hosemann CD. Tendinosis of the extensor carpi radialis brevis: An evaluation of three methods of operative treatment. J Shoulder Elbow Surg 2006;15:721-727.
15. O’Driscoll SW, Bell DF, Morrey BF. Posterolateral rotatory instability of the elbow. J Bone Joint Surg Am 1991;73: 440-446.
16. Regan WD, Morrey BF. The physical examination of the elbow, in Morrey BF (ed): The Elbow and its Disorders, ed 2. Philadelphia, PA: WB Saunders, 1993, pp 73-85.
17. Werner CO. Lateral elbow pain and posterior nerve entrapment. Acta Orthop Scand Suppl 1979;174:1-62.
18. Nirschl RP, Pettrone FA. Tennis elbow: The surgical treatment of lateral epicondylitis. J Bone Joint Surg Am 1979;61:832-839.
19. Baker CL Jr, Murphy KP, Gottlob CA, Curd DT. Arthroscopic clas-sification and treatment of lateral epicondylitis: Two-year clinical results. J Shoulder Elbow Surg 2000;9:475-482.
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20. Ruch DS, Papadonikolakis A, Campolattaro RM. The posterolateral plica: A cause of refractory lateral elbow pain. J Shoulder Elbow Surg 2006;15: 367-370.
21. Leach RE, Miller JK. Lateral and medial epicondylitis of the elbow. Clin Sports Med 1987;6:259-272.
22. Glousman RE, Barron J, Jobe FW, et al. An electromyographic analy-sis of the elbow in normal and injured pitchers with medial collateral ligament insufficiency. Am J Sports Med 1992;20:311-317.
23. Vangsness CT Jr, Jobe FW. Surgical treatment of medial epicondyli-tis: Results in 35 elbows. J Bone Joint Surg Br 1991;73:409-411.
24. Jobe FW, Stark H, Lombardo SJ. Reconstruction of the ulnar collat-eral ligament in athletes. J Bone Joint Surg Am 1986;68:1158-1163.
25. Thompson WH, Jobe FW, Yocum LA, Pink MM. Ulnar collateral lig-ament reconstruction in athletes: Muscle splitting approach without transposition of the ulnar nerve. J Shoulder Elbow Surg 2001;10:152-157.
26. Baker BE, Bierwagen D. Rupture of the distal tendon of the biceps brachii. J Bone Joint Surg Am 1985;67:414-7.
27. Bell RH, Wiley WB, Noble JS, Kuczynski DJ. Repair of distal biceps brachii tendon ruptures. J Shoulder Elbow Surg 2000;9:223-6.
28. Bourne MH, Morrey BF. Partial rupture of the distal biceps tendon. Clin Orthop 1991;271:143-148.
29. Rokito AS, McLaughlin JA, Gallagher MA, Zuckerman JD. Partial rupture of the distal biceps tendon. J Shoulder Elbow Surg 1996;5:73-75.
30. Foxworthy M, Kinninmonth AWG. Median nerve compression in the proximal forearm as a complication of partial rupture of the distal biceps brachii tendon.J Hand Surg [Br] 1992;17:515-517.
31. Ahmad CS, Park MC, ElAttrache NS. Elbow medial ulnar collateral ligament insufficiency alters posteromedial olecranon contact. Am J Sports Med 2004;32:1607-1612.
32. Wilson FD, Andrews JR, Blackburn TA, McClusky G. Valgus exten-sion overload in the pitching elbow. Am J Sports Med 1983;11:83-88.
33. Kozak TK, Adams RA, Morrey BF. Total elbow arthroplasty in primary osteoarthritis of the elbow. J Arthroplasty 1998;13:837-842.
34. Cheung E, Adams R, MorreyBF. Primary Osteoarthritis of the Elbow: Current Treatment Options. JAAOS 2008;16:77-87.
AANEM Course It Hurts Everywhere But My Shoulder: A Collaborative Approach to Upper Extremity Pain 21
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22 22 AANEM Course
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INTRODUCTION
Daily experience in the electrodiagnostic (EDX) medicine laboratory underscores the importance of familiarity with musculoskeletal causes of neck, shoulder, arm, and hand pain. Conditions in this group of disorders must always be considered in the differential diagnosis of patients sent to the electromyography (EMG) laboratory.
This manuscript reviews neurogenic disorders that cause shoulder and upper extremity pain, with an emphasis on cervical radicul-opathy and brachial plexopathy. Suspected plexopathy can be an intimidating diagnostic call for inexperienced clinicians and EDX physicians. It requires a firm grasp of peripheral nerve and muscle anatomy, and knowledge of the typical clinical presentations and patterns of EDX abnormality in radicular and peripheral nerve lesions. EDX studies are also very important for defining the sever-ity of the lesion and establishing the prognosis.
EDX EValUaTION
General Principles
Cervical radiculopathies produce abnormalities characteristic of lesions of the ventral and dorsal nerve roots proximal to the level of the sensory ganglion cell.6,10,11 Plexopathies demonstrate the pattern of a lesion arising at or distal to the sensory ganglion cell-spinal nerve level. The sensory ganglion cell bodies are located along the dorsal roots at the level of the spinal foramens.
Lesions of the dorsal roots proximal to the level of the sensory gan-glion cells, such as radiculopathies or nerve root avulsions, do not produce aberrations of the sensory nerve action potentials (SNAPs) because the sensory cell bodies and peripherally directed axons remain intact. Lesions at or peripheral to the cell bodies can cause Wallerian degeneration in the sensory axons supplying the limbs. Nerve conduction studies in patients with plexopathies should show irregularities in SNAPs in clinically involved territories. The response amplitude tends to be more abnormal than latency or velocity.
Motor conduction studies may also be abnormal if the site of the lesion is the nerve root or plexus component of the affected peripheral nerve. As long as sufficient axons remain to produce a detectable response, results will show an “axonal” pattern of reduced compound muscle action potential (CMAP) amplitude, but only mild slowing of velocity. F waves may deviate from the norm in involved territories, but many of the plexus type lesions affect nerves that do not lend themselves to standard F-wave study. Involvement of the C8 nerve root or the lower plexus may produce ulnar or median F-wave deviations. F waves from C5 to C7, or upper and middle plexus pathways, cannot be recorded by standard techniques.
Other conduction techniques for evaluation of very proximal seg-ments are available. These include stimulation at the nerve root and Erb’s point, and magnetic stimulation. This author is not con-vinced that these advanced techniques add any significant informa-tion to the evaluation of patients with radiculopathy or plexopathy.
Overview of Neuromuscular Disorders Causing Upper Extremity Pain
John C. Kincaid, MDDepartment of Neurology
Indiana UniversityIndianapolis, Indiana
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Technical challenges are associated with all of them, and unless the physician is very familiar with the testing methods, the results should be interpreted with caution.
Needle examination is very important in differentiating radicul-opathy from plexopathy, or lesions of the nerve trunks. Needle ex-amination results help define the territory of involvement and also establish severity, chronology, and prognosis. Acute radiculopathy tends to produce both limb and paraspinal deviations because the lesion is located proximal to the bifurcation of the ventral and dorsal rami. However, irregularities in fibrillation and positive waves in paraspinal muscles are not always demonstrable. Showing abnormalities in at least two different muscles that are in the same myotome, but supplied by different nerves is a reasonable goal.
Proper timing of the needle examination in relation to the start of the lesion is important to assure the best yield from the evalu-ation. At least 3 to 4 weeks need to pass from onset before acute abnormalities like positive sharp waves and fibrillation potentials can be seen. Nerve root lesions more often affect a single spinal level, while those in the plexus tend to show aberrations span-ning more than one radicular or peripheral nerve territory. When plexopathy is suspected, the most abnormal muscles should also be evaluated in the contralateral limb. Even if there is no obvious clinical deficit, irregularities may be present bilaterally in some of the plexus lesions.
The needle examination can also be very valuable for detecting recovery before it may be evident on clinical examination. Low amplitude, highly polyphasic, unstable motor unit action potentials (MUAPs) in clinically abnormal muscles indicate that reinnerva-tion is occurring. At times, these might be seen even when no visible contraction is present. Waning abundance of fibrillation potentials or positive sharp waves can also be a sign of nascent improvement. Long duration, high amplitude, stable configura-tion MUAPs indicate that reinnervation is complete. If there are myokymic discharges in limb muscles, postradiation plexopathy or neuropathy is the likely cause of dysfunction.
RaDICUlOPaTHy
Cervical radiculopathy is an important cause of neck, shoulder and arm pain, and neurological dysfunction of the limb. Patients are often referred to the EMG laboratory for evaluation when this condition is being considered. Cervical radiculopathy is about one-tenth as common as lumbar nerve root involvement. The cervical nerve roots can be compressed by disk herniations, or in more chronic situations, by osteophytes.1,6,7,11
In the cervical region, the nerve root exits above the vertebral body with the same number, except C8. For example, a disc herniation between the C5 and C6 vertebrae compresses the C6 nerve root. C8 is the exception to this rule because there are 8 cervical nerve roots but only 7 cervical vertebrae. A herniated disc between C7 and T1 compresses the eighth nerve root. Caudal to C8, the nerve roots exit below the vertebral body of the same number.
C7 is the most commonly involved root and accounts for 70% of cases of cervical radiculopathy. C6 is affected in about 20% of cases. C8 is the symptomatic nerve root in approximately 6% of patients, while C5 is affected in an estimated 2% of patients. Familiarity with the dermatome and myotome patterns of these nerve roots is very important. To some degree, these are reviewed below, in the brachial plexopathy section.
An experienced clinician can be reasonably confident about the affected spinal level based on the distribution of pain. Pain is perceived in the spinal segment’s sclerotome or sensory territory of the deep soft tissue and joint components. It may result from com-pression of the nerve roots and the spinal nerve, or be generated by nociceptive nerve endings in the disrupted disk, i.e., “diskogenic pain.” C6 tends to produce pain at the top of the trapezius, tip of the shoulder, anterior upper arm, and the radial forearm. The pain of C7 lesions tends to be perceived in the spine of the scapular, postereolateral upper arm, elbow, and dorsal forearm.
With C8 involvement, pain is experienced in the medial forearm. Medial scapular pain is a feature of all of these levels. Neck motion tends to be limited by pain, and neck motion, particularly exten-sion, makes it worse. Coughing and sneezing also tend to increase the pain of cervical radiculopathy. Disc herniations located very laterally may produce paresthesias and weakness, but little pain.
BRaCHIal PlEXUS
anatomy and Function
The brachial plexus is formed from axons arising from the ventral rami of cervical 5 down through thoracic 1. The sensory innerva-tion follows a logical sequence in the form of the dermatomes, and translates logically into the trunks and cords of the plexus. C5 sup-plies the radial side of the forearm, and C6, the thumb and index finger. These are upper trunk plexus territories. C7 is represented in the middle and ring fingers and passes by the middle trunk. C8 supplies the fifth finger and ulnar side of the hand. T1 innervates the ulnar side of the forearm. Both of these roots merge into the lower trunk and medial cord.
At first encounter, the organization of the motor supply seems less logical, but it conforms to an understandable pattern once the scheme is grasped. C5 and C6 control shoulder motions and elbow flexion. The suprascapular, axillary, and musculocutaneous nerves mediate those functions and are derivatives of the upper trunk of the plexus. The C6 and C7 levels mediate wrist extension and flexion via axons that enter the upper and middle trunks then pass into the lateral and posterior cords before terminating in the median and radial nerves. C7 is the major root level for elbow extension.
Those axons enter the posterior cord and then the radial nerve. Finger flexion and extension are mediated by the C7 and C8 spinal levels. The middle and lower trunks and then the posterior and medial cords are the conduits for these axons, which are destined for the radial and median nerves. The intrinsic hand muscles of
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AANEM Course It Hurts Everywhere But My Shoulder: A Collaborative Approach to Upper Extremity Pain 25
both the median and ulnar territories are supplied by the C8 and T1 spinal levels. The lower trunk and then medial cord is the pathway for those axons. The median and ulnar nerves are the target.
lESIONS
Etiologies of brachial plexus lesions include trauma, autoimmune inflammation, neoplastic infiltration, previous therapeutic radia-tion, as well as an inherited predisposition.10
Trauma
Trauma acts through traction on both neural and supportive tissues. Lesions occur at the myelin sheath, axonal, vascular, and supportive tissue levels. Gunshot and knife wounds disrupt these tissues. Forces acting downward on the shoulder tend to damage the upper portion of the plexus. Abducting forces tend to involve the lower portion of the plexus. The effects of birth trauma are easy to appreciate in this type of paradigm. A fetus whose shoulder impacts on the mother’s pelvis while the head is being delivered experiences caudally directed forces on the shoulder and plexus. An upper plexus-type pattern of involvement is seen with deficits in shoulder abduction, external rotation, and elbow flexion. This is the classic pattern of Erb’s palsy. Posterior and anterior displacing forces on the shoulder, such as during falls, can affect all portions of the plexus.
Downward traction on the shoulders and plexus from improperly fitting backpacks can cause injury. Incorrect positioning or use of retractors during surgery can also result in plexus trauma. Lower trunk abnormality after median sternotomy and deficits after shoulder joint replacement are other examples of traumatic plex-opathy. An important issue in traumatic conditions is whether the lesion is in the plexus or actually at the nerve root level, such as in nerve root avulsion. Depending on the site, the prognosis may be markedly different. The principles of EDX evaluation for differen-tiating these types of lesions are discussed above.
Inflammatory and Idiopathic
Plexopathy can be due to presumed inflammatory lesions that occur after systemic infections and vaccinations.9 This type of plexopathy can also be idiopathic. It is not clear whether the target of the inflammation is the vascular supply of the plexus or the neural structures. These lesions tend to affect the upper portion of the plexus, but individual nerves from this area may be involved in apparent isolation. The condition tends to begin with spontaneous onset of pain in the neck, shoulder, and upper arm area.
The pain often builds to an excruciating level over days to a few weeks, and is perceived as being deep in the tissues. Weakness and sensory symptoms appear a week or more after the pain begins. The weakness is most often found in shoulder abduction and exter-nal rotation, as well as elbow flexion. Scapular winging due to long
thoracic nerve involvement may be seen in combination with the other types of deficits mentioned above, or in isolation. Sensory loss occurs along the radial side of the forearm, in the first two digits, and at times, over the area of the insertion of the deltoid to the humerus. Most patients improve after the attack, although some are left with neurological deficits.
The eponyms Parsonnage-Turner syndrome or neuralgic amyo-trophy are applied to inflammatory and idiopathic lesions. It is not understood why the predominant effect is in the upper trunk territory. Motor nerve conductions tend to yield little information in the EDX evaluation of these patients. However, sensory studies can help define the lesion as being postganglionic by showing ab-normality in clinically involved territories. The lateral antebrachial cutaneous, superficial radial, and median sensory nerves are more commonly involved. By demonstrating the distribution of abnor-mality, the needle examination is the more informative portion of the EDX study.
Although this type of plexopathy may occasionally spread to the opposite side during the original attack, this condition does not tend to recur; doing so suggests the inherited form of brachial plexopathy.
Neoplasms
Neoplastic plexopathy can be caused by direct spread from adjacent structures, such as the apex of the lung, via lymphatic drainage, or by metastatic spread to vertebral bodies.4,5,8 The inferior portion of the plexus tends to be involved. Sensory symptoms occur in the fourth and fifth fingers as well as the medial forearm. Pain in the neck, shoulder, axilla, or medial arm is an early manifestation. Weakness is present in the intrinsic hand muscles and finger-motion-associated forearm muscles. Horner’s syndrome may be present, caused by destruction of the upper sympathetic ganglia by the same infiltrative process. The plexopathy may be the initial manifestation of the neoplasm, part of the known diagnosis, or appear years later as a recurrence.
Distinguishing this type plexopathy from C8 or T1 radiculopathy may be clinically difficult. However, it should be electrodiagnosti-cally clear. The plexus lesion should cause the ulnar and medial antebrachial SNAPs to have abnormally low amplitudes. An ulnar nerve lesion could also be considered, but does not explain weakness of the median innervated hand functions, like thumb abduction, or the radial functions, like thumb extension. These are expected in a lower trunk plexus lesion.
Radiation
Plexopathy following therapeutic radiation has several distinctive features.4,8 One is a long latency between the treatments and the appearance of the lesion. A 5- to 10-year delay, if not longer, is common. Patients note an insidious onset of weakness, muscle atrophy, and fasciculation. The upper trunk territory tends to be involved, so weakness is more often found in the shoulder and
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elbow flexor muscle groups. Sensory loss occurs in the lateral an-tebrachial cutaneous, superficial radial, and median sensory areas. Pain tends to be relatively low grade. All of these manifestations slowly worsen.
Another characteristic feature of this type of plexopathy is myo-kymic discharges on needle examination of clinically abnormal muscles. These are spontaneous, time-locked groups of MUAP-like discharges with an auditory pattern reminiscent of galloping horses. The pathogenesis of postradiation plexopathy is thought to be a vasculopathy affecting the vasa nervorum of the nerves in the radiation portals. It is not understood why the upper trunk type of plexus involvement happens. This type of lesion does not imply excessive doses of radiation were used. A similar process can involve the lumbosacral plexus. There is no effective treatment for this entity.
Inherited lesions
Inherited brachial plexopathies demonstrate a dominant genetic pattern. Patients experience attacks that are very clinically similar to the inflammatory, autoimmune lesions described above.3,12 The upper trunk pattern of involvement is most common. Significant pain is present, and is usually the initial manifestation of an attack. The attacks may come on after vigorous physical exertion. Females may have them shortly after parturition. The prognosis for recovery is good, but this type of brachial plexopathy can recur months to years later. Some families show the facial feature of hypotelorism.
This is not the same entity as a hereditary predisposition to pressure palsy. The gene which codes for the SEPT9 has been implicated in some patients with this condition.3 Septins are proteins involved in cellular trafficking, but how abnormalities in this protein cause brachial plexopathy is still not understood.
THORaCIC OUTlET SyNDROME
Thoracic outlet syndrome is a nebulous entity invoked to account for neck, shoulder, and arm symptoms for which no other cause can be found. It’s marked by a rare lesion termed the “true neurogenic thoracic outlet syndrome.” The typical patient is a female with a long history of mild, often unilateral arm pain. Weakness of hand grip and atrophy of intrinsic hand muscles are present. The median innervated thenar muscles are predominantly affected. At first glance, the pattern of atrophy suggests severe median neuropathy at the wrist. Many of these patients have undergone carpal tunnel surgery without benefit.
They present with weakness and atrophy of ulnar supplied hand muscles as well as sensory loss in the ulnar aspect of the hand and the medial forearm. EDX tests show abnormalities in the ulnar and medial antebrachial SNAPs, and axonal type abnormalities in median and ulnar motor conduction. In contrast to median neu-
ropathy at the wrist, the median SNAP is normal. Needle examina-tion shows chronic neurogenic type abnormalities in lower trunk innervated muscles.
Radiographic findings show either a cervical rib or an elongated transverse process of the seventh cervical vertebra. The cervical rib, or the fibrous band from the transverse process, impinges on the lower portion of the plexus. Surgery to remove the abnormal structure tends to produce little clinical improvement because the condition tends to be very chronic by the time it’s diagnosed.2,10
SUMMaRy
Understanding peripheral nerve and muscle anatomy, as well as typical clinical presentations and patterns of EDX abnormality in radicular and peripheral nerve lesions is important for making an accurate diagnosis in patients sent to the EMG laboratory for neck, shoulder, arm, and hand pain.
REFERENCES
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2. Acta Neurochir (Wien). 1977;39:241-9. 3. Gilliatt RW, LeQuense PM, Logue V. Sumer AJ. Wasting of the hand
associated with a cervical rib or band. J Neurol.Neurosurg Psychiatry. 1970; 33: 615-624
4. Hannibal MC, Ruzzo EK, Miller LR, et al. SEPT9 gene sequencing analysis reveals recurrent mutations in hereditary neuralgic amyotro-phy. Neurology. 2009; 72: 1755-1759
5. Harper CM Jr, Thomas JE, Cascino TL, Litchy WJ. Distinction between neoplastic and radiation-induced brachial plexopatly, with emphasis on the role of EMG. Neurology. 1989; 39:502-506
6. Kori SH, Foley KM, Posner JB. Brachial plexus lesions in patients with cancer: 100 cases. Neurology. 1981; 31:45-50
7. Levin KH. Electrodiagnostic approach to the patient with suspected radiculopathy. Neurology. Clinics 2002; 20:397-421, vi.
8. Schutta HS. Ch 41. Intervertebral Disc Disorders and other Spondyloarthropathies. In: Clincal Neurology; Joynt RL, Griggs RC (eds). New York: Harper & Row; 1998.
9. Thomas JE, Colby MY. Radiation-induced or metastatic brachial plexopathy. JAMA. 1972; 11:1392-1395.
10. Tsairis P, Dyck PJ, Mulder DW. Natural history of brachial plexus neuropathy. Report on 99 patients. Arch Neurol. 1972; 27:109-117
11. Wilborn AJ. Brachial Plexus Disorders. In: Dyck PJ (ed). Peripheral Neuropathy. Philadelphia: WB Saunders. 1993; pp 911-950
12. Wilbourn AJ, Aminoff MJ. AAEM minimonograph 32: the elec-trodiagnostic examination in patients with radiculopathies. American Association of Electrodiagnostic Medicine. Muscle Nerve. 1998; 21:1612-1631
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