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  1. Definition
  2. Aetiology
  3. Types
  4. Predisposing Factors
  5. Pathogenesis
  6. Clinical Features & Signs
  7. Diagnosis / Investigations
  8. Complications
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Ankylising spondylitis

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"ankylosing spondylitis"[MeSH Terms] AND diagnosis

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Ankylosing Spondylitis (AS)


1. Definition

Ankylosing spondylitis (AS) is a chronic, progressive, inflammatory seronegative spondyloarthropathy primarily affecting the axial skeleton - particularly the sacroiliac (SI) joints and spine - characterised by enthesitis (inflammation at sites of tendon/ligament insertion), leading to progressive ankylosis (bony fusion) of spinal joints. It is classified as radiographic axial spondyloarthritis (r-AxSpA) by the Assessment of SpondyloArthritis International Society (ASAS), in which structural damage is visible on plain radiographs of the SI joints.

2. Aetiology

AS has a multifactorial aetiology involving genetic and environmental components:
  • Genetic: The strongest association is with HLA-B27 - approximately 90% of AS patients are HLA-B27 positive. More than 30 subtypes of B27 exist; HLA-B2705 is the primordial subtype. Subtypes B2706 and B2709 do NOT confer susceptibility. Non-MHC genes also contribute - aminopeptidase genes (ERAP1, ERAP2), IL-23 receptor gene, IL-1 receptor, and others.
  • Molecular mimicry: Sequence homology between HLA-B27 and gram-negative enteric bacteria (e.g., Klebsiella pneumoniae, Salmonella, Shigella) may trigger autoimmunity.
  • Gut inflammation: Subclinical gut inflammation is common in AS; microbial translocation from the gut is thought to drive systemic inflammation.
  • Cytokines: TNF-alpha and IL-17/IL-23 axis play central roles in driving inflammation and new bone formation.

3. Types / Classification

AS falls under the broader umbrella of Spondyloarthritis (SpA):
GroupSubtype
Axial SpARadiographic (AS) / Non-radiographic axial SpA
Peripheral SpAPsoriatic arthritis, Reactive arthritis, Enteropathic arthritis
Within AS specifically:
  • Primary AS - idiopathic, HLA-B27-related
  • Juvenile AS - onset before age 16 (up to 15% of juvenile idiopathic arthritis cases)
  • Late-onset AS - small subset; presents with sacroiliitis and oligoarthritis in older adults

4. Predisposing Factors

FactorDetail
HLA-B27 positivityMost critical genetic risk; ~90% of patients carry it
SexMale:female ratio is 3:1; males have more severe spinal disease
AgeYoung adults, typically 2nd-3rd decade; onset rarely after 45
Family historyStrong familial clustering; first-degree relatives have significantly elevated risk
Race/EthnicityHLA-B27 rare in Australian Aboriginals; prevalent in 50% of western Canadian native tribes
Gut dysbiosisSubclinical ileocolitis and altered microbiome implicated
Recurrent genitourinary/enteric infectionsMay trigger disease in genetically susceptible individuals

5. Pathogenesis

  1. HLA-B27 and antigen presentation: HLA-B27 presents arthrogenic peptides (possibly derived from self or bacterial proteins) to CD8+ cytotoxic T cells, initiating an autoimmune response.
  2. Misfolding hypothesis: HLA-B27 heavy chains can misfold and form homodimers, activating unfolded protein response (UPR) and promoting IL-23 production.
  3. Enthesitis: Primary site of pathology is the enthesis (bone-tendon/ligament junction), especially at the annulus fibrosus attachment to vertebral bodies.
  4. Inflammatory cascade: TNF-alpha, IL-17, IL-23 drive synovitis, osteitis, and enthesitis.
  5. Bony erosion then new bone formation: Initial inflammation causes erosion at corners of vertebral bodies ("Romanus lesion" or "shiny corners"). This is followed by reactive new bone formation - syndesmophytes form at the annulus fibrosus.
  6. Ankylosis: Progressive syndesmophyte bridging of adjacent vertebrae leads to the classic "bamboo spine."
  7. Sacroiliitis: Begins in the lower iliac portion of the SI joint (richest in hyaline cartilage), progressing to total joint obliteration.

6. Clinical Features and Signs

Spinal / Axial Features

  • Inflammatory low back pain: Onset insidious, persists >3 months, worse at rest and at night, improved by exercise - a key distinguishing feature from mechanical back pain
  • Early-morning stiffness lasting >30 minutes
  • Pain in SI joint region, with or without radiation to the buttock
  • Midthoracic and cervical pain (suggests inflammatory pathology)
  • Fatigue - often a major complaint in young male patients

Signs on Examination

  • Schober's test: <5 cm increase in lumbar flexion (tests lumbar spine mobility)
  • Chest expansion reduced (<5 cm at 4th intercostal space) - due to costovertebral joint involvement
  • Occiput-to-wall distance increased - due to cervical rigidity
  • Tragus-to-wall distance increased
  • Loss of normal lumbar lordosis - early finding
  • Kyphotic posture - late finding ("question mark" posture)
  • Sacroiliac tenderness on direct compression
  • FABER (Patrick's) test positive - pain on Flexion, ABduction, External Rotation of hip

Extra-Articular Features

  • Anterior uveitis (25-30%) - acute, unilateral, painful red eye; recurrent
  • Cardiovascular: Aortitis, aortic regurgitation, conduction defects (AV block)
  • Pulmonary: Upper lobe bilateral reticulonodular infiltrates with cyst formation (apical fibrobullous disease)
  • Skin: Psoriasis (in some overlap patients)
  • Bowel: Subclinical ileocolitis (~60% at colonoscopy)
  • Peripheral arthritis: Asymmetric, predominantly lower extremity large-joint oligoarthritis (hip, knee, ankle)
  • Enthesitis: Heel pain (Achilles/plantar fascia), chest wall tenderness

7. Diagnosis / Investigations

Classification Criteria - Modified New York Criteria (1984)

Clinical Criteria:
  1. Low back pain and stiffness >3 months, improved by exercise but NOT by rest
  2. Limitation of lumbar spine motion in sagittal AND frontal planes
  3. Limitation of chest expansion
Radiological Criterion:
  • Sacroiliitis grade ≥2 bilateral, OR grade 3-4 unilateral
Grading:
  • Definite AS: Radiological criterion + at least 1 clinical criterion
  • Probable AS: 3 clinical criteria alone, OR radiological criterion alone

Investigations

InvestigationFinding
HLA-B27Positive in ~90% of cases
X-ray pelvis/SI jointsSacroiliitis (bilateral, symmetrical); "bamboo spine" (late)
MRI SI jointsGold standard for EARLY disease; shows bone marrow oedema (active inflammation) before X-ray changes
ESR / CRPElevated in active disease (not always raised)
FBCMild normocytic anaemia in active disease
Rheumatoid factorNegative (seronegative)
ANANegative
X-ray spineSyndesmophytes, "squaring" of vertebrae, "bamboo spine" (advanced)
BASMIBath AS Metrology Index - measures spinal mobility
BASDAIBath AS Disease Activity Index - patient-reported disease activity score
Schober's testObjective lumbar spine mobility measurement
Slit-lamp eye examFor anterior uveitis
Echo/ECGIf aortic regurgitation or AV block suspected

8. Complications

ComplicationDetail
Bamboo spineComplete spinal fusion; loss of all mobility
Spinal fractureEven minor trauma can cause fracture through ankylosed spine (often at C5-C6); high risk of spinal cord injury
Cauda equina syndromeLate rare complication due to dural ectasia and arachnoid adhesions
OsteoporosisFrom local chronic inflammation and abnormal biomechanical loading; leads to compression fractures
Aortic regurgitationAortitis causes root dilatation; may need valve replacement
Heart block / AV conduction defectsFrom inflammation of the conduction system
Anterior uveitisRecurrent; may lead to synechiae, glaucoma, cataract, vision loss
Restrictive lung diseaseChest wall rigidity from costovertebral fusion reduces thoracic excursion
Apical fibrobullous diseaseUpper lobe bilateral fibrocystic change; may be colonised by Aspergillus
AmyloidosisSecondary (AA) amyloidosis from chronic inflammation (rare, late)
Work disabilitySignificant impact on quality of life and functional capacity
SpondylodiscitisDestructive discovertebral lesion (Andersson lesion)

Sources: Goldman-Cecil Medicine (International Edition) - Spondyloarthritis chapter; Firestein & Kelley's Textbook of Rheumatology; Murray & Nadel's Respiratory Medicine
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