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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

Ankylosing Spondylitis (AS) is a chronic inflammatory seronegative spondyloarthropathy primarily affecting the axial skeleton, especially the sacroiliac joints and spine, leading to progressive ankylosis (fusion).
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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

Snogrens syndrome

Sjögren's syndrome is a chronic autoimmune condition targeting exocrine glands (especially salivary and lacrimal), causing the hallmark symptoms of dry eyes (xerophthalmia) and dry mouth (xerostomia), with potential systemic involvement.
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Sjögren's Syndrome


1. Definition

Sjögren's syndrome (SjS) is a chronic systemic autoimmune disorder that primarily targets the exocrine glands - especially the salivary and lacrimal glands - causing lymphoplasmacytic infiltration, progressive glandular hypofunction, and resultant dryness of the mouth (xerostomia) and eyes (keratoconjunctivitis sicca). It can affect virtually every organ system, making it one of the most common systemic autoimmune diseases.
  • Primary Sjögren's - sicca features occur in isolation, without another underlying autoimmune disease
  • Secondary Sjögren's - sicca features occur in the setting of another autoimmune disease (e.g., rheumatoid arthritis, SLE, scleroderma)

2. Aetiology

The aetiology is multifactorial, involving genetic, immunological, and environmental components:
  • Genetic: Associations with HLA-B8 and HLA-DR3 alleles; also linked to other MHC alleles and non-MHC immune-regulatory genes
  • Viral triggers: An initial inciting viral infection (e.g., Epstein-Barr virus, hepatitis C virus, HTLV-1, Coxsackievirus) is thought to trigger an aberrant autoimmune response in genetically susceptible individuals
  • Immune dysregulation: Overstimulation of B cells leading to polyclonal hypergammaglobulinaemia and autoantibody production (anti-Ro/SS-A and anti-La/SS-B)
  • Epithelial activation: Salivary gland epithelial cells adopt an activated phenotype and drive chronic inflammation via type I interferons and chemokine expression
  • Hormonal: Oestrogen's immunomodulatory role may explain the striking female predominance (>90% women)

3. Types

TypeDescription
Primary Sjögren's SyndromeSicca features alone; no other associated autoimmune disease
Secondary Sjögren's SyndromeOccurs alongside RA, SLE, systemic sclerosis, polymyositis, or other CTD
Juvenile Sjögren'sOnset before age 16; rarer; classification criteria may be less sensitive

4. Predisposing Factors

FactorDetail
SexFemales >90% of patients (F:M ~9:1)
AgeMost commonly presents in the 4th-5th decade
HLA typeHLA-B8, HLA-DR3 genotypes increase susceptibility
Family historyFirst-degree relatives have elevated risk; familial clustering seen
Other autoimmune diseaseRA, SLE, systemic sclerosis predispose to secondary Sjögren's
Viral infectionsPrior EBV, HCV, HTLV-1 infections implicated
HormonalOestrogen deficiency (post-menopausal) may contribute

5. Pathogenesis

  1. Inciting event: A viral infection (likely) triggers innate immune activation in genetically predisposed individuals
  2. Epithelial activation: Salivary and lacrimal gland epithelial cells upregulate MHC class II molecules, adhesion molecules, and produce pro-inflammatory cytokines (IFN-alpha/beta, BAFF)
  3. T-cell infiltration: CD4+ T cells (predominantly) and CD8+ T cells infiltrate the glands; follicular helper T cells (Tfh) are increased and promote B-cell activation
  4. B-cell overstimulation: Chronic B-cell activation leads to:
    • Polyclonal hypergammaglobulinaemia
    • Production of anti-Ro/SS-A and anti-La/SS-B autoantibodies
    • Ectopic germinal centre formation within glands
    • Autoreactive B-cell clones escape tolerance checkpoints
  5. Glandular destruction: Progressive lymphocytic infiltration replaces acinar cells, causing hypofunction and dryness
  6. Systemic spread: Immune complexes, cryoglobulins, and autoreactive lymphocytes cause extraglandular manifestations
  7. Lymphomagenesis: Chronic B-cell stimulation and clonal expansion can evolve into marginal zone B-cell lymphoma (in salivary/lacrimal glands)

6. Clinical Features and Signs

Glandular Features

Oral (Xerostomia)
  • Dry mouth, soreness, burning sensation of mouth and lips
  • Difficulty chewing, swallowing, and speaking
  • Food sticking to buccal mucosa; intolerance to acidic/spicy foods
  • Signs: Absent sublingual salivary pool, cloudy/stringy saliva, smooth fissured tongue with filiform papillae atrophy
  • Bilateral parotid gland enlargement in 25-66% (may be episodic or chronic)
  • Dental caries - especially along the gingival margin
Ocular (Keratoconjunctivitis Sicca)
  • Foreign body / "gritty" or "sandy" sensation in eyes
  • Dryness, redness, photophobia, pain
  • Signs: Dilated bulbar conjunctival vessels, periorbital injection, corneal surface irregularity, lacrimal gland enlargement
Other Glands
  • Vaginal dryness - burning, dyspareunia (especially peri-/postmenopausal women)
  • Dry nose, throat, skin (xerosis/pruritus)
  • Dryness of trachea/bronchi: chronic dry cough

Systemic / Extra-glandular Features

SystemFeatures
ConstitutionalFatigue, low-grade fever, myalgia, arthralgia
MusculoskeletalNon-erosive arthritis, myositis
SkinPalpable and non-palpable purpura, urticarial vasculitis, Raynaud's phenomenon, erythema nodosum
PulmonaryInterstitial lung disease (NSIP, UIP), lymphocytic interstitial pneumonia (LIP), bronchiectasis, small airways disease
RenalDistal (type 1) renal tubular acidosis (~5-10%), tubulointerstitial nephritis, glomerulonephritis
NeurologicalPeripheral sensorimotor neuropathy, small-fibre neuropathy, trigeminal neuropathy, dorsal root ganglionopathy, CNS demyelination (mimics MS)
VascularCryoglobulinaemic vasculitis (palpable purpura + neuropathy + GN triad)
GIDysphagia (oesophageal dysmotility), gastroesophageal reflux, primary biliary cholangitis association
ThyroidAutoimmune thyroiditis (Hashimoto's) associated
HaematologicalLymphadenopathy, splenomegaly, leukopenia, thrombocytopenia, anaemia

7. Diagnosis / Investigations

ACR/EULAR 2016 Classification Criteria for Primary Sjögren's Syndrome

(Score-based system; total score ≥4 = classified as primary SjS)
ItemScore
Lip (minor salivary gland) biopsy - focal lymphocytic sialadenitis with focus score ≥1 foci/4mm²3
Anti-Ro/SS-A positive3
Ocular staining score ≥5 in at least one eye1
Schirmer's test ≤5 mm/5 min in at least one eye1
Unstimulated whole saliva flow rate ≤0.1 mL/min1
Exclusion criteria: prior head/neck radiation, active HCV/HIV/AIDS, sarcoidosis, amyloidosis, GvHD, IgG4-related disease

Investigations

InvestigationFindings
Anti-Ro/SS-A antibodiesPresent in ~70-75% (most sensitive)
Anti-La/SS-B antibodiesPresent in ~40-50% (more specific); rarely positive without anti-Ro
ANAPositive in >80% (speckled pattern)
Rheumatoid factorPositive in ~50-75%
Serum immunoglobulinsPolyclonal hypergammaglobulinaemia
FBCLeukopenia, lymphopenia, normocytic anaemia, thrombocytopenia
ESR / CRPESR elevated; CRP often normal (paradoxically)
Complement (C3, C4)Low C4 - risk marker for lymphoma
CryoglobulinsType II/III - if vasculitis present
Schirmer's test≤5 mm wetting in 5 minutes = lacrimal hypofunction
Rose Bengal / lissamine green stainingHighlights devitalised corneal epithelium
Minor salivary gland biopsy (lip biopsy)Focal lymphocytic sialadenitis - GOLD STANDARD histology; focus score ≥1/4mm²
SialographySialectasis in 85-97% of patients
Salivary gland scintigraphyReduced uptake and excretion
SialometryUnstimulated whole salivary flow rate ≤0.1 mL/min
MRI/ultrasound salivary glandsGlandular heterogeneity, lymphoepithelial lesions
Renal function / urine pHRTA type 1: hyperchloraemic normal anion gap acidosis, urine pH >5.5
HRCT chestILD patterns (NSIP, UIP, LIP)

8. Complications

ComplicationDetail
Non-Hodgkin's Lymphoma (NHL)Most serious; prevalence 3-5%; risk nearly 20x the general population; marginal zone B-cell type most common; triggered by chronic B-cell stimulation. High-risk features: persistent parotid enlargement, lymphadenopathy, splenomegaly, low C4, cryoglobulinaemia, neutropenia
Dental cariesSevere, rapidly progressive; affects gingival margins due to loss of saliva's buffering and antibacterial properties
Oral candidiasisCandida albicans overgrowth due to reduced salivary flow
Keratitis / Corneal ulcerationChronic corneal desiccation leading to keratitis, corneal thinning, ulceration, scarring, and vision loss
Interstitial lung diseaseNSIP and UIP patterns; can progress to respiratory failure
Renal tubular acidosis (Type 1)Nephrolithiasis, nephrocalcinosis, hypokalaemia, osteomalacia
Peripheral neuropathyPainful dysaesthesias; dorsal root ganglionopathy; mononeuritis multiplex
CNS demyelinationMimics multiple sclerosis; optic neuropathy, transverse myelitis
Cryoglobulinaemic vasculitisTriad of purpura + neuropathy + glomerulonephritis; serious systemic complication
Pulmonary hypertensionRare but serious
Neonatal lupus / congenital heart blockAnti-Ro/SS-A antibodies cross the placenta; fetal congenital complete heart block is a risk in pregnant patients
Recurrent infectionsSecondary to glandular dysfunction (eye, mouth, lung, vagina)
Gastroesophageal refluxReduced salivary buffering of gastric acid

Sources: Cummings Otolaryngology Head and Neck Surgery; Goldman-Cecil Medicine (International Edition); Dermatology 5th Edition; Firestein & Kelley's Textbook of Rheumatology; Murray & Nadel's Respiratory Medicine

Osteomyelitis

Osteomyelitis is an infection of bone, most commonly bacterial, that can be acute or chronic and affects both children and adults through haematogenous spread, direct inoculation, or contiguous spread from adjacent infection.
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Osteomyelitis


1. Definition

Osteomyelitis is inflammation of bone and bone marrow, virtually always secondary to infection. It involves infection of the cortex, medullary cavity, and periosteum, and can affect any bone in the body. The infection may arise via haematogenous spread, direct inoculation, or extension from a contiguous infected focus. All types of organisms can cause osteomyelitis, but pyogenic bacteria (especially Staphylococcus aureus) and mycobacteria are by far the most common.

2. Aetiology

By Route of Infection

RouteDetails
Haematogenous spreadMost common in children; bacteria seed the metaphysis during bacteraemia
Contiguous spreadFrom adjacent soft tissue infection, septic arthritis, infected wound, or pressure sore
Direct inoculationOpen (compound) fractures, orthopaedic surgery, penetrating trauma

By Causative Organism

SettingCommon Organisms
Most common (all ages)Staphylococcus aureus (most frequent overall; binds bone collagen)
NeonatesGroup B Streptococcus, E. coli
ChildrenS. aureus, Group A Streptococcus
Sickle cell diseaseSalmonella spp. (most common), S. aureus, gram-negative enteric organisms
IV drug usersPseudomonas aeruginosa, Serratia, S. aureus
Diabetic footPolymicrobial, S. aureus, gram-negatives, anaerobes
Post-surgical / open fracturesMixed, including S. aureus, coagulase-negative Staphylococci, gram-negatives
ImmunocompromisedFungi (Aspergillus, Candida, Cryptococcus), atypical mycobacteria
Tuberculosis (Pott's disease)Mycobacterium tuberculosis - 40% of TB osteomyelitis affects the spine
No organism identifiedIn ~50% of cases, cultures are negative

3. Types / Classification

By Duration

TypeFeatures
Acute osteomyelitisDuration <2 weeks; predominantly neutrophilic inflammation; no bone necrosis/sequestrum yet
Subacute osteomyelitis2 weeks to 3 months; more indolent; Brodie's abscess (walled-off abscess in metaphysis) is a classic form
Chronic osteomyelitis>3 months; hallmark is dead bone (sequestrum) surrounded by new bone (involucrum); draining sinuses may form

By Mechanism / Cierny-Mader Classification (Adults)

StageDescription
Stage 1 - MedullaryInfection confined to medullary cavity (e.g., haematogenous)
Stage 2 - SuperficialCortical surface infection from contiguous focus
Stage 3 - LocalisedFull-thickness cortical involvement; structurally stable bone
Stage 4 - DiffuseThrough-and-through involvement; bone structurally unstable

By Pathogen Type

  • Pyogenic (bacterial) - most common
  • Mycobacterial (TB, non-tuberculous mycobacteria)
  • Fungal (Aspergillus, Candida, Blastomyces, Coccidioides)
  • Viral/parasitic - rare

4. Predisposing Factors

FactorDetail
AgeChildren (haematogenous); elderly (contiguous/diabetic)
Diabetes mellitusParticularly diabetic foot osteomyelitis
Sickle cell diseaseBone infarctions create susceptible foci; splenic dysfunction
IV drug useRecurrent bacteraemias seeding unusual sites (vertebrae, sternoclavicular joint)
ImmunocompromiseHIV, malignancy, immunosuppressive therapy, corticosteroids
Trauma / open fracturesDirect inoculation of bone
Orthopaedic implants / prosthesesBiofilm formation on metal surfaces
Peripheral vascular diseaseReduced blood supply to limbs; especially feet
Malnutrition / chronic diseaseImpaired host defences
MicrotraumaEncourages bacterial seeding in metaphyseal vessels
Prior osteomyelitisRisk of reactivation in chronic disease
TB exposure / immunosuppressionMycobacterial osteomyelitis risk

5. Pathogenesis

Acute (Haematogenous) Osteomyelitis - Stages

  1. Bacteraemia: Organisms enter the bloodstream from a focus of infection (e.g., skin, throat, GI tract) or IV drug use
  2. Metaphyseal seeding: The metaphyses of long bones are preferentially affected due to:
    • Slow, turbulent blood flow through looped sinusoidal vessels
    • Relative lack of phagocytic cells in these vascular loops
    • Microtrauma creates foci for bacterial adherence
    • S. aureus binds bone matrix collagen via surface adhesins
  3. Acute inflammatory phase (0-48 hours): Bacteria proliferate; intense neutrophilic response; bone cell necrosis begins within 48 hours
  4. Abscess formation: Pus accumulates under pressure; spreads longitudinally along Haversian canals and radially through cortex
  5. Periosteal elevation: Pus tracks through cortex, lifts periosteum - creates subperiosteal abscess which:
    • Disrupts blood supply to cortex (ischaemic necrosis)
    • Acts as a powerful stimulus for new bone formation (involucrum)
  6. Soft tissue extension: Periosteum ruptures → soft tissue abscess → draining sinus tract to skin surface
  7. Chronic phase (>1 week): Chronic inflammatory cells release cytokines → osteoclast activation → bone resorption
    • Sequestrum: Fragment of dead, devascularised, infected bone; acts as a persistent nidus for infection
    • Involucrum: Shell of new living periosteal bone surrounding the sequestrum
    • Cloaca: Opening in involucrum through which pus drains
    • This creates a "bone-within-a-bone" appearance on imaging
  8. Joint involvement: Epiphyseal infection may spread into the joint → septic arthritis (especially in neonates where epiphyseal vessels traverse the physis)

6. Clinical Features and Signs

Acute Osteomyelitis

Symptoms:
  • Fever, rigors, malaise, anorexia (systemic illness)
  • Severe throbbing, constant pain over the affected bone
  • Refusal to use the limb (particularly in children - "pseudoparalysis")
  • Unexplained fever in infants; localised pain in adults
Signs:
  • Localised tenderness over the affected metaphysis
  • Swelling, warmth, erythema of overlying soft tissues
  • Restricted movement of adjacent joint (sympathetic effusion)
  • Lymphadenopathy (regional)
  • In neonates: irritability, poor feeding, swollen limb

Subacute Osteomyelitis

  • More insidious; milder systemic features
  • Localised pain and mild tenderness
  • May present as Brodie's abscess (tender metaphyseal lytic lesion)

Chronic Osteomyelitis

  • Persistent low-grade pain and tenderness
  • Discharging sinus tract through skin (pathognomonic)
  • Intermittent acute flare-ups after years of dormancy
  • Soft tissue fibrosis and scarring
  • Bone deformity, shortening, or thickening
  • May be surprisingly asymptomatic between flares

Vertebral (Spinal) Osteomyelitis - Pott's Disease (TB)

  • Insidious back pain, low-grade fever, night sweats, weight loss
  • Spinal tenderness
  • Psoas abscess (may point to inguinal region)
  • Gibbous deformity (angular kyphosis) - from vertebral collapse
  • Neurological deficits from cord compression

7. Diagnosis / Investigations

InvestigationFindings
Blood culturesPositive in ~50% of haematogenous cases - obtain before antibiotics
WBC / FBCLeukocytosis (neutrophilia) in acute; may be normal in chronic
ESRElevated - useful for monitoring response to treatment
CRPElevated; more sensitive and rapidly normalises with treatment
ProcalcitoninElevated; useful marker of bacterial infection
Plain X-rayNormal in first 10-14 days; later shows periosteal reaction, lytic lesion, bony destruction, sequestrum/involucrum; "bone-within-a-bone" sign in chronic disease
MRI (Gold Standard)Most sensitive and specific; shows bone marrow oedema, subperiosteal abscess, soft tissue involvement early - investigation of choice
Bone scintigraphy (Technetium-99m)Shows increased uptake early (within 24-72 hrs); useful when MRI unavailable or contraindicated
CT scanBetter defines cortical destruction, sequestrum, cloaca, and soft tissue abscesses; guides biopsy
UltrasoundDetects subperiosteal abscess and joint effusion; guides aspiration
Bone biopsy + cultureGOLD STANDARD for identifying causative organism; essential for targeted antibiotic therapy; culture from bone specimen preferred
Wound/sinus swab culturesUnreliable (often surface contaminants); not recommended for diagnosis
Histopathology (bone biopsy)Acute: neutrophilic infiltrate, bone necrosis. Chronic: lymphocytes, plasma cells, marrow fibrosis, sequestrum. TB: caseating granulomas
Tuberculin skin test / IGRAIf TB osteomyelitis suspected
HbA1c / blood glucoseScreen for diabetes
Sickle cell screenIn appropriate population

8. Complications

ComplicationDetail
Chronic osteomyelitisOccurs in 5-25% of acute cases; particularly with delayed diagnosis, inadequate treatment, bone necrosis, or poor host immunity; persistent sequestrum acts as nidus
Septic arthritisSpread of infection into adjacent joint; risk of permanent joint destruction and articular cartilage loss
Growth disturbanceIn children, infection of the physis (growth plate) causes premature fusion → leg length discrepancy, angular deformity
Pathological fractureBone weakened by infection and necrosis; especially in chronic osteomyelitis
Draining sinus tractsPersistent sinuses connecting bone to skin surface; chronic discharge
Squamous cell carcinoma (Marjolin's ulcer)Malignant transformation of chronically discharging sinus tract epithelium (rare but serious)
SarcomaRare malignant transformation within chronically infected bone
Secondary (AA) amyloidosisFrom chronic sustained inflammation; leads to renal failure
Bacteraemia / SepsisSystemic dissemination; endocarditis
Psoas abscessIn vertebral (TB) osteomyelitis; may track to groin
Spinal cord compression / paraplegiaIn vertebral osteomyelitis; from abscess or vertebral collapse (Pott's paraplegia)
Avascular necrosisLoss of blood supply leads to bone segment death
MRSA infectionParticularly with Panton-Valentine leukocidin (PVL)-producing strains; increases morbidity significantly
RecurrenceChronic osteomyelitis may remain dormant for years and reactivate

Sources: Robbins & Kumar Basic Pathology; Bailey & Love's Short Practice of Surgery (28th ed.); Goldman-Cecil Medicine; Firestein & Kelley's Textbook of Rheumatology

Cervical spondylosis Small easy flow chart pathogenesis with other thing told earlier

Cervical spondylosis is degenerative disease of the cervical spine affecting discs, vertebrae, and facet joints, commonly causing neck pain, radiculopathy, and in severe cases myelopathy.
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Cervical Spondylosis


1. Definition

Cervical spondylosis is a chronic, progressive degenerative condition of the cervical spine involving the intervertebral discs, vertebral bodies, facet joints, uncovertebral joints (of Luschka), and ligaments. It results in disc degeneration, osteophyte formation, and narrowing of the spinal canal and/or neural foramina, leading to compression of the spinal cord (myelopathy), nerve roots (radiculopathy), or both. It is the most frequently observed myelopathy in general practice.

2. Aetiology

CauseDetail
Age-related degenerationPrimary cause; disc water content decreases with age → disc collapse
Genetic factorsFamily history; predisposition to early disc degeneration
Mechanical loadingRepetitive microtrauma, chronic stress on cervical spine
OccupationFrequent lifting, driving, prolonged neck flexion
Cigarette smokingAccelerates disc degeneration via reduced disc nutrition
Previous traumaAccelerates degenerative cascade
Congenitally narrow spinal canalPredisposes to myelopathy even with mild degeneration
Most commonly affects C5-C6 level, followed by C6-C7. Peak incidence: 40-50 years of age; men > women.

3. Types (Clinical Entities)

TypeDescription
1. Discogenic neck pain (axial pain)Pain from disc degeneration without neural compression
2. Cervical radiculopathyNerve root compression → arm pain, paresthesias, weakness in dermatomal distribution
3. Cervical myelopathySpinal cord compression → upper and lower motor neuron signs
4. MyeloradiculopathyCombined cord + root compression
Disc types:
  • "Soft" disc: Acute herniation of nucleus pulposus without osteophytes
  • "Hard" disc: Disc-osteophyte complex (chronic; more common in spondylosis)

4. Predisposing Factors

  • Age >40 years
  • Male sex
  • Genetic predisposition (early disc degeneration)
  • Occupational: frequent lifting, excessive driving, prolonged neck posture
  • Cigarette smoking
  • Prior cervical trauma or surgery
  • Congenitally narrow cervical spinal canal (Torg/Pavlov ratio <0.8)
  • Obesity (increased axial load)
  • Rheumatoid arthritis (accelerates cervical joint destruction)

5. Pathogenesis

Flowchart

AGEING + MECHANICAL STRESS + GENETIC PREDISPOSITION
                    │
                    ▼
     ┌─────────────────────────────────┐
     │  Nucleus Pulposus Dehydration   │
     │  (loss of proteoglycans/water)  │
     └─────────────┬───────────────────┘
                   │
                   ▼
     ┌─────────────────────────────────┐
     │  Disc Height Loss               │
     │  + Annular Tears / Fissures     │
     └─────────────┬───────────────────┘
                   │
                   ▼
     ┌─────────────────────────────────┐
     │  Increased Load on              │
     │  - Facet joints                 │
     │  - Uncovertebral joints (Luschka│
     └─────────────┬───────────────────┘
                   │
                   ▼
     ┌─────────────────────────────────┐
     │  Reactive Osteophyte Formation  │
     │  (vertebral endplates, facets,  │
     │   uncovertebral joints)         │
     └─────────────┬───────────────────┘
                   │
                   ▼
     ┌─────────────────────────────────┐
     │  Loss of Cervical Lordosis      │
     │  + Ligamentum Flavum Hypertrophy│
     └─────────────┬───────────────────┘
                   │
        ┌──────────┴──────────┐
        ▼                     ▼
┌───────────────┐    ┌──────────────────────┐
│ Neural Foramen│    │  Central Spinal Canal │
│ Narrowing     │    │  Narrowing            │
└───────┬───────┘    └──────────┬───────────┘
        │                       │
        ▼                       ▼
┌───────────────┐    ┌──────────────────────┐
│ RADICULOPATHY │    │ MYELOPATHY           │
│ (nerve root   │    │ (spinal cord         │
│ compression)  │    │ compression)         │
└───────────────┘    └──────────────────────┘
Dynamic component: On neck extension → cord is pinched anteriorly by disc/osteophyte and posteriorly by infolded ligamentum flavum. Neck flexion slightly opens the canal.

6. Clinical Features and Signs

A. Discogenic Neck Pain (Axial)

  • Insidious onset neck pain, worse with movement
  • Occipital headache (referred pain)
  • Restricted cervical range of motion
  • No neurological deficit

B. Radiculopathy (Nerve Root Compression)

RootLevelPainWeaknessReflex LostSensory Loss
C5C4-C5Shoulder, lateral armDeltoid, bicepsBiceps ↓Lateral arm
C6C5-C6 (most common)Thumb, index fingerBiceps, wrist extensorsBrachioradialis ↓Thumb & index
C7C6-C7Middle fingerTriceps, wrist flexorsTriceps ↓Middle finger
C8C7-T1Ring & little fingerFinger flexors, intrinsicsFinger flexor ↓Ring & little finger
Signs:
  • Spurling's test (positive): Neck rotation + lateral bend + vertical compression reproduces radicular pain
  • Shoulder abduction sign: Relief of pain when patient places hand on head (decompresses root)
  • Dermatomal sensory loss, myotomal weakness, hyporeflexia

C. Cervical Myelopathy (Cord Compression) - Most Serious Form

Symptoms (often subtle at first):
  • Finger clumsiness - difficulty with buttons, writing (most common early symptom)
  • Clumsy, wide-based gait, leg heaviness, difficulty with tandem walk
  • Bilateral upper extremity numbness and paresthesias (especially hands)
  • Neck/arm/leg pain
  • Urinary dysfunction - urgency, frequency, or retention
  • Lower extremity weakness (corticospinal tract involvement = worse prognosis)
Signs (Upper Motor Neuron + Lower Motor Neuron mix):
  • Hyperreflexia in lower limbs (UMN); may have hyporeflexia at level of compression (LMN)
  • Hoffman's sign positive (flicking middle finger → thumb flexes) - UMN sign
  • Babinski sign positive
  • Inverted radial reflex: Tapping brachioradialis → finger flexion instead of forearm flexion (C5-6 lesion)
  • Lhermitte's sign: Electric shock-like sensation down spine on neck flexion
  • Grip and release test: Inability to open/close fist >20 times in 10 seconds
  • Romberg sign positive (posterior column involvement)
  • Spastic paraparesis / quadriparesis in advanced cases
Natural history of myelopathy (3 patterns):
  • Stepwise deterioration then stable period: 65-80% (most common)
  • Slowly progressive over months-years: 20-25%
  • Rapidly progressive over days-weeks: 3-5%

7. Diagnosis / Investigations

InvestigationFinding
Lateral cervical X-rayDisc space narrowing, osteophytes ("lipping"), loss of lordosis, foraminal narrowing, canal diameter measurement (normal ≥14 mm; relative stenosis 10-13 mm; absolute stenosis <10 mm)
AP cervical X-rayUncovertebral osteophytes, foraminal narrowing
Flexion-extension X-raysAssess segmental instability
MRI (Gold Standard)T2 decreased disc signal ("dark disc"), disc-osteophyte complex, cord compression, cord signal change (myelomalacia = T2 hyperintensity = poor prognosis), root compression
CT scanBetter bony detail; calcified disc, osteophytes; CT myelography if MRI contraindicated
CT myelographyDelineates neural compression when MRI is contraindicated
EMG / Nerve Conduction StudiesDifferentiates radiculopathy from peripheral neuropathy; identifies affected root level
Somatosensory Evoked Potentials (SSEPs)Detects subclinical myelopathy; assesses posterior column function
Motor Evoked Potentials (MEPs)Assesses corticospinal tract involvement
Pavlov (Torg) ratioCanal width / vertebral body width on lateral X-ray; <0.8 = risk factor for myelopathy

8. Complications

ComplicationDetail
Cervical myelopathyProgressive spastic weakness; if untreated → quadriplegia
Irreversible cord damage (myelomalacia)T2 signal change on MRI = gliosis/necrosis; permanent neurological deficit
Catastrophic cord injuryMinor trauma (e.g., fall) on an already compressed cord → acute quadriplegia
Chronic pain and disabilitySignificant impact on quality of life and work capacity
Adjacent segment diseaseAfter surgical fusion, accelerated degeneration at adjacent levels
Vertebral artery compressionOsteophytes may compress the vertebral artery → vertebrobasilar insufficiency, dizziness, drop attacks
DysphagiaAnterior osteophytes can compress the oesophagus (rare)
Bladder/bowel dysfunctionFrom myelopathy; urinary urgency/retention; faecal incontinence
Falls and fracturesGait disturbance from myelopathy increases fall risk
Post-operative complicationsACDF: adjacent segment degeneration, graft failure, C5 palsy, dysphagia. Laminoplasty: axial neck pain, loss of motion

Sources: Miller's Review of Orthopaedics (9th ed.); Adams and Victor's Principles of Neurology (12th ed.); Bradley and Daroff's Neurology in Clinical Practice

Lumbar spondylosis

Lumbar spondylosis is degenerative disease of the lumbar spine involving discs, vertebral bodies, and facet joints, causing low back pain, radiculopathy, and in severe cases neurogenic claudication from spinal stenosis.
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Lumbar Spondylosis


1. Definition

Lumbar spondylosis is a chronic, progressive degenerative condition of the lumbar spine involving the intervertebral discs (discovertebral joints) and the posterior facet (zygapophyseal) joints, characterised by disc degeneration, osteophyte formation, facet arthropathy, and ligamentous hypertrophy. It is a major cause of low back pain and morbidity, and can progress to nerve root compression (radiculopathy), spinal canal narrowing (stenosis), segmental instability (spondylolisthesis), and cauda equina syndrome.
Most commonly affects L4-L5 (the "backache disc"), closely followed by L5-S1.

2. Aetiology

CauseDetail
Age-related degenerationPrimary cause; disc desiccation begins in the 2nd-3rd decade
Genetic predispositionStrong familial component; early disc degeneration runs in families
Mechanical overloadRepetitive heavy lifting, axial loading, prolonged sitting
ObesityIncreased axial load on lumbar discs and facets
Occupational factorsManual labour, truck driving, frequent bending/twisting
SmokingReduces disc nutrition via vascular effects
Previous lumbar traumaAccelerates degenerative cascade
Congenitally narrow canalPredisposes to early stenosis symptoms
Systemic diseasePaget's disease, ankylosing spondylitis, acromegaly, fluorosis can cause secondary stenosis

3. Types / Clinical Entities

TypeDescription
1. Discogenic back painAxial low back pain from disc degeneration; no neural compression
2. Lumbar disc herniationNucleus pulposus herniation compressing a nerve root (sciatica)
3. Lumbar radiculopathyNerve root compression from disc, osteophyte, or foraminal stenosis
4. Lumbar spinal stenosisNarrowing of spinal canal / lateral recess / foramen compressing neural elements
5. SpondylolisthesisVertebral slip due to facet incompetence / pars defect
6. Cauda equina syndromeSevere central compression of sacral nerve roots - surgical emergency

Stenosis subtypes:

  • Central stenosis - thecal sac compression (neurogenic claudication)
  • Lateral recess stenosis - nerve root compressed before it exits the foramen
  • Foraminal stenosis - nerve root compressed at exit foramen
  • Tandem stenosis - both cervical and lumbar stenosis coexist

4. Predisposing Factors

  • Age >40 years (prevalence rises steeply with age)
  • Male sex (canal smaller at L3-L5 in men)
  • Genetic predisposition
  • Occupation: heavy lifting, driving, repetitive spinal loading
  • Obesity
  • Cigarette smoking
  • Previous lumbar surgery or trauma
  • Congenitally narrow lumbar canal
  • Scoliosis or kyphosis (abnormal spinal mechanics)
  • Metabolic diseases: Paget's, acromegaly, fluorosis
  • Spondylolisthesis (isthmic or degenerative)

5. Pathogenesis

Flowchart

AGEING + GENETIC FACTORS + MECHANICAL OVERLOAD
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  Nucleus Pulposus Desiccation    │
     │  (loss of water, proteoglycans)  │
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  Disc Height Loss                │
     │  + Annular Tears / Fissures      │
     │  + Endplate Changes (Modic)      │
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  Increased Load Transferred to:  │
     │  - Posterior facet joints        │
     │  - Posterior longitudinal lig.   │
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  Facet Osteoarthritis            │
     │  + Vertebral Endplate Osteophytes│
     │  + Disc Bulge / Annular Retropul │
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  Ligamentum Flavum Hypertrophy   │
     │  + Facet Capsule Hypertrophy     │
     │  (40% of canal compression from  │
     │   soft tissues alone)            │
     └──────────────┬───────────────────┘
                    │
         ┌──────────┼──────────────┐
         ▼          ▼              ▼
   ┌──────────┐ ┌──────────┐ ┌────────────┐
   │ Discogen-│ │ Foraminal│ │  Central   │
   │ ic Pain  │ │ Narrowing│ │  Stenosis  │
   └──────────┘ └────┬─────┘ └─────┬──────┘
                     │             │
                     ▼             ▼
               ┌──────────┐ ┌───────────────┐
               │RADICULOP-│ │ NEUROGENIC    │
               │ATHY      │ │ CLAUDICATION  │
               │(sciatica)│ │ / Cauda equina│
               └──────────┘ └───────────────┘

NOTE: On EXTENSION → ligamentum flavum buckles
inward + disc bulges anteriorly = WORST compression.
On FLEXION → canal opens = RELIEF (e.g., leaning
forward on shopping cart = "shopping cart sign").

6. Clinical Features and Signs

A. Discogenic Low Back Pain

  • Axial low back pain - insidious onset, dull/aching
  • Worse with prolonged sitting, bending, lifting
  • Back pain > leg pain
  • No neurological deficit, no tension signs
  • Restricted lumbar flexion, paravertebral muscle spasm
  • May radiate to buttocks but not below the knee

B. Lumbar Radiculopathy (Disc Herniation / Foraminal Stenosis)

RootLevelPain (Dermatome)WeaknessReflex LostSensory Loss
L3L2-L3Anterior thigh, medial kneeQuadricepsKnee jerk ↓Medial thigh
L4L3-L4Medial lower legTibialis anteriorKnee jerk ↓Medial lower leg
L5L4-L5 (most common)Lateral leg → dorsum of footEHL (great toe extension)No reliable reflexDorsum of foot, 1st webspace
S1L5-S1Posterior leg → heel/soleGastrocnemius, peroneiAnkle jerk ↓Lateral foot, heel
Signs:
  • Straight Leg Raise (SLR) / Lasegue's test (positive if pain reproduces at <70°): stretches L4-S1 roots
  • Crossed SLR (positive): contralateral leg raise reproduces ipsilateral sciatica - highly specific for disc herniation
  • Femoral stretch test: hip extension stretches L2-L4 roots - for upper lumbar disc
  • Kemp's test: extension + lateral flexion + rotation reproduces radicular pain
  • Dermatomal sensory loss, myotomal weakness, diminished or absent reflexes

C. Neurogenic Claudication (Lumbar Spinal Stenosis)

This is the hallmark of central lumbar stenosis:
  • Bilateral leg pain, aching, heaviness, numbness brought on by walking or standing
  • Relieved by sitting, squatting, or spinal flexion ("shopping cart sign" / "stoop test")
  • Symptoms worsen going downhill (extension position), improve going uphill (flexed posture)
  • Variable walking distance before symptoms force patient to stop
  • Buttock and thigh > calf distribution
  • Normal peripheral pulses (differentiates from vascular claudication)
FeatureNeurogenic ClaudicationVascular Claudication
Pain locationButtocks, thighs, calvesCalf primarily
ReliefSitting / flexionStopping walking (standing enough)
PulsesNormalReduced/absent
SkinNormalPale, cool, trophic changes
OnsetWalking OR standingWalking only
Bicycle testImproves (leaning forward)Worsens
Signs:
  • May have minimal findings at rest
  • Wide-based gait, reduced lumbar extension
  • UMN signs absent (cauda equina = LMN lesion)
  • Hyporeflexia at ankle and knee
  • Sensory loss in dermatomal pattern
  • Schober's test: reduced lumbar flexion

D. Cauda Equina Syndrome (Surgical Emergency)

  • Saddle anaesthesia (perianal, perineal, inner thigh numbness)
  • Urinary retention (most reliable sign) or incontinence
  • Faecal incontinence
  • Bilateral leg weakness
  • Bilateral absent ankle jerks
  • Must be decompressed within 24-48 hours to preserve function

7. Diagnosis / Investigations

InvestigationFindings
Plain X-ray (AP + Lateral)Disc space narrowing, osteophytes ("lipping" of endplates), facet sclerosis, loss of lumbar lordosis, Schmorl's nodes, spondylolisthesis
Flexion-extension X-raysDynamic instability, segmental translational/angular movement
MRI (Gold Standard)Dark disc (T2 signal loss), disc bulge/herniation, canal narrowing, nerve root compression, ligamentum flavum hypertrophy, facet effusions, Modic endplate changes; gadolinium for recurrent herniation post-surgery
CT scanSuperior bony detail; osteophytes, facet arthropathy; used when MRI contraindicated
CT MyelographyGold standard for post-operative cases; defines neural compression with bony detail
EMG / Nerve Conduction StudiesIdentifies affected nerve roots; differentiates radiculopathy from peripheral neuropathy
DiscographyControversial; provocation test to identify concordant pain generator; falling out of favour
Upright / standing MRIDetects dynamic stenosis not apparent on supine imaging
Ankle-Brachial Index (ABI)Rules out vascular claudication
Schober's testMeasures lumbar flexion
SLR / Crossed SLRFor disc herniation with radiculopathy
Bladder scan / urodynamicsIf cauda equina suspected
Canal diameter thresholds (CT):
  • Normal: >100 mm² cross-sectional area / AP diameter >12 mm
  • Relative stenosis: 100-75 mm²
  • Absolute stenosis: <100 mm² / AP diameter <10 mm

8. Complications

ComplicationDetail
Cauda equina syndromeAcute large central disc herniation → saddle anaesthesia, urinary retention, bilateral weakness; surgical emergency - permanent incontinence and paraplegia if delayed
Permanent neurological deficitUntreated radiculopathy → motor weakness, foot drop, sensory loss
SpondylolisthesisFacet incompetence + disc collapse → vertebral slip (especially degenerative at L4-L5)
Progressive spinal deformityDegenerative scoliosis or kyphosis
Chronic pain syndromePersistent low back pain with significant impact on quality of life and work
Failed back surgery syndromePost-operative persistent pain; recurrent disc herniation, adjacent segment disease, epidural fibrosis
Adjacent segment diseaseAccelerated degeneration above/below a fusion
Osteoporotic fractureUnderlying osteoporosis + spondylosis combination common in elderly
Psychological complicationsDepression, anxiety, sleep disturbance from chronic pain
FallsLeg weakness, gait instability, and claudication increase fall risk in elderly
Deep Vein Thrombosis (post-operative)Risk after spinal surgery with prolonged immobility

Sources: Miller's Review of Orthopaedics (9th ed.); Rheumatology 2-Volume Set (Elsevier 2022); Firestein & Kelley's Textbook of Rheumatology; Goldman-Cecil Medicine

Systemic lupus erythematosus

SLE is a chronic multisystem autoimmune disease characterised by autoantibody production, immune complex deposition, and inflammation affecting virtually every organ, with a relapsing-remitting course.
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"lupus erythematosus"[MeSH Terms] AND diagnosis

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Systemic Lupus Erythematosus (SLE)


1. Definition

Systemic Lupus Erythematosus (SLE) is a chronic, relapsing-remitting, multisystem autoimmune disease characterised by loss of tolerance to self-nuclear antigens, production of pathogenic autoantibodies (especially anti-dsDNA and anti-Sm), immune complex formation and deposition, and complement activation. This leads to inflammation and tissue injury across virtually every organ system. It predominantly affects young women of reproductive age and has a highly variable clinical course ranging from mild to life-threatening.

2. Aetiology

SLE is multifactorial - a combination of genetic susceptibility, immune dysregulation, hormonal factors, and environmental triggers.
FactorDetail
GeneticHLA-DR2, HLA-DR3 associations; complement deficiencies (C1q, C2, C4 - especially C4A null allele); TREX1 mutations; IRF5, STAT4, BLK, PTPN22 gene variants
HormonalOestrogen promotes B-cell hyperactivity; explains female predominance (F:M = 9:1); flares in pregnancy and with OCP use
UV light (sunlight)Induces apoptosis → release of nuclear antigens → triggers flares and cutaneous manifestations
InfectionsEBV (molecular mimicry with Sm antigen); other viral triggers
DrugsHydralazine, procainamide, isoniazid, minocycline, anti-convulsants, sulfonamides, penicillin, TNF inhibitors → drug-induced lupus (anti-histone antibodies)
Impaired apoptotic clearanceDeficient clearance of apoptotic debris → persistent nuclear antigen exposure → autoantibody formation
Type I Interferon pathwayConstitutive IFN-alpha overactivation drives autoimmunity
EthnicityMore severe in African-Americans, Afro-Caribbeans, Asians, Hispanic populations

3. Types

TypeDescription
Systemic SLEFull multiorgan involvement; meets ACR/SLICC/EULAR criteria
Cutaneous-only SLEDiscoid LE (DLE), subacute cutaneous LE (SCLE), acute cutaneous LE
Drug-induced LupusTriggered by specific medications; anti-histone antibodies; resolves on stopping drug
Neonatal LupusTransplacental anti-Ro/SS-A → congenital heart block, rash in neonate
Childhood/Juvenile SLEOnset 3-15 years; girls > boys 4:1; often more severe than adult onset
Lupus with Antiphospholipid SyndromeSLE + thrombosis + pregnancy morbidity + antiphospholipid antibodies
Overlap SyndromeSLE features overlapping with other CTDs (RA, Sjögren's, systemic sclerosis, myositis) in ~25%

4. Predisposing Factors

FactorDetail
SexFemale >90% of cases (F:M ~9:1)
AgeReproductive age (15-45 years); peak onset 20-40 years
GeneticsHLA-DR2/DR3; complement deficiencies; positive family history
EthnicityAfrican-American, Asian, Hispanic women at highest risk and severity
HormonalOestrogen-containing OCP, pregnancy, postmenopausal HRT
UV exposureTriggers and worsens disease
DrugsSee drug-induced lupus list above
SmokingAssociated with increased risk and disease activity
EBV infectionMolecular mimicry
Vitamin D deficiencyAssociated with higher disease activity

5. Pathogenesis

Flowchart

GENETIC SUSCEPTIBILITY (HLA-DR2/DR3, complement deficiency)
+ ENVIRONMENTAL TRIGGERS (UV, infections, drugs)
+ HORMONAL FACTORS (oestrogen)
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  Increased Apoptosis / Impaired  │
     │  Clearance of Apoptotic Debris   │
     │  → Release of nuclear antigens   │
     │    (dsDNA, histones, Sm, Ro, La) │
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  Dendritic Cells Activated       │
     │  → TYPE I INTERFERON (IFN-α/β)  │
     │    overproduction ("IFN signature")│
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  B-cell Hyperactivation          │
     │  + Defective T-regulatory cells  │
     │  + Autoreactive T helper cells   │
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  AUTOANTIBODY PRODUCTION         │
     │  • Anti-dsDNA (specific for SLE) │
     │  • Anti-Sm (specific for SLE)    │
     │  • Anti-Ro/SS-A, Anti-La/SS-B    │
     │  • Anti-histone (drug-induced)   │
     │  • Antiphospholipid antibodies   │
     │  • Anti-C1q                      │
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  IMMUNE COMPLEX FORMATION        │
     │  (Ag-Ab complexes)               │
     │  → Deposited in tissues:         │
     │    kidneys, skin, joints, vessels│
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  COMPLEMENT ACTIVATION           │
     │  (C3a, C5a - anaphylatoxins)     │
     │  → Neutrophil/macrophage recruit.│
     │  → Inflammatory cytokines (IL-1, │
     │    IL-6, TNF-α)                  │
     └──────────────┬───────────────────┘
                    │
                    ▼
     ┌──────────────────────────────────┐
     │  TISSUE INJURY                   │
     │  • Glomerulonephritis (wire-loop)│
     │  • Vasculitis                    │
     │  • Serositis                     │
     │  • Haematological cytopenias     │
     │  • CNS injury                    │
     └──────────────────────────────────┘

6. Clinical Features and Signs

Constitutional (>90%)

  • Fever, fatigue, malaise, weight loss, lymphadenopathy

Musculoskeletal (~95%)

  • Arthralgia - most common and earliest symptom
  • Non-erosive, migratory polyarthritis (resembles RA but non-destructive)
  • Jaccoud's arthropathy - deforming but non-erosive arthropathy
  • Myalgia, myopathy
  • Avascular necrosis of femoral head (even without steroids)

Cutaneous (~80%)

  • Malar (butterfly) rash - erythema over cheeks and nose bridge, SPARING nasolabial folds; lasts days to weeks; resolves without scarring
  • Discoid lupus - scarring plaques on face/scalp; can cause permanent alopecia
  • Photosensitivity - rash or systemic flare on UV exposure
  • Oral/nasal ulcers - painless (or mildly painful); hard palate, buccal mucosa
  • Subacute cutaneous LE (SCLE) - annular or papulosquamous rash on sun-exposed areas
  • Bullous LE - subepidermal blisters; responds dramatically to dapsone
  • Alopecia - diffuse, non-scarring; "lupus hairs" (short fragile frontal hairs)
  • Livedo reticularis - marker for CNS involvement and antiphospholipid syndrome
  • Vasculitic lesions: palpable purpura, leg ulcers, periungual telangiectasia
  • Raynaud's phenomenon (~15%; associated with less renal disease)

Renal (~50%) - Lupus Nephritis

  • Proteinuria (>0.5 g/day), haematuria, RBC casts
  • Nephrotic or nephritic syndrome
  • Hypertension
  • Progression to chronic kidney disease/ESRD
  • WHO/ISN-RPS Classes: I-VI (Class III/IV = proliferative = worst prognosis; Class V = membranous)
  • "Wire-loop" lesion on light microscopy (subendothelial immune complex deposits) in Class IV
  • Active nephritis virtually never occurs without positive anti-dsDNA

Cardiovascular

  • Pericarditis - most common cardiac manifestation (pleuritic chest pain, friction rub)
  • Myocarditis (cardiomegaly, gallop)
  • Libman-Sacks endocarditis - non-bacterial verrucous vegetations on mitral valve; associated with APL antibodies
  • Accelerated atherosclerosis - major cause of death in long-standing SLE
  • Thrombosis (arterial and venous) - due to antiphospholipid antibodies

Pulmonary

  • Pleuritis with effusion (most common; pleuritic chest pain)
  • Acute lupus pneumonitis
  • Interstitial lung disease
  • Shrinking lung syndrome (diaphragm dysfunction)
  • Pulmonary arterial hypertension (anti-RNP antibodies)
  • Pulmonary embolism (from antiphospholipid syndrome)

Neuropsychiatric (NPSLE)

  • Seizures (in absence of other causes)
  • Psychosis (in absence of other causes)
  • Cognitive dysfunction, "lupus fog"
  • Depression, anxiety
  • Cerebrovascular disease (stroke - from vasculitis or antiphospholipid syndrome)
  • Transverse myelitis, optic neuritis, chorea
  • Cranial neuropathies, peripheral neuropathy
  • Aseptic meningitis

Haematological

  • Haemolytic anaemia (Coombs-positive)
  • Leucopenia / Lymphopenia (<4000/μL; <1000/μL)
  • Thrombocytopenia (<100,000/μL); ITP may precede SLE
  • Elevated ESR; CRP often normal (CRP rises only with serositis or infection in SLE)

Gastrointestinal

  • Nausea, vomiting, diarrhoea
  • Mesenteric vasculitis / intestinal pseudo-obstruction
  • Lupus hepatitis, pancreatitis (rare)

Other

  • Sjögren's syndrome overlap (keratoconjunctivitis sicca)
  • Hashimoto's thyroiditis association
  • Antiphospholipid syndrome: recurrent miscarriages, DVT, stroke, thrombocytopenia

7. Diagnosis / Investigations

Classification Criteria

ACR 1982/1997 Criteria (≥4 of 11 = SLE):
  1. Malar rash
  2. Discoid rash
  3. Photosensitivity
  4. Oral ulcers
  5. Non-erosive arthritis
  6. Serositis (pleuritis/pericarditis)
  7. Renal disorder (proteinuria >0.5g/day or cellular casts)
  8. Neurological disorder (seizures/psychosis)
  9. Haematological disorder (haemolytic anaemia / leukopenia / lymphopenia / thrombocytopenia)
  10. Immunological disorder (anti-dsDNA / anti-Sm / APL antibodies)
  11. Positive ANA
SLICC 2012 Criteria (more sensitive - 97%): ≥4 criteria including ≥1 clinical + ≥1 immunological, OR biopsy-proven lupus nephritis + positive ANA or anti-dsDNA.
EULAR/ACR 2019 Criteria: ANA positivity is a mandatory entry criterion; then weighted scoring system - sensitivity 96.1%, specificity 93.4%.

Laboratory Investigations

TestFinding / Significance
ANA (antinuclear antibody)Positive in >95%; sensitive but not specific; mandatory entry criterion (EULAR/ACR 2019)
Anti-dsDNASpecific for SLE; titres correlate with disease activity (especially nephritis); used for monitoring
Anti-SmHighly specific for SLE (but only ~25-30% sensitive)
Anti-Ro/SS-AAssociated with photosensitivity, SCLE, neonatal lupus, Sjögren's overlap
Anti-La/SS-BUsually with anti-Ro; neonatal lupus
Anti-histoneDrug-induced lupus
Antiphospholipid antibodies (anticardiolipin IgG/IgM, anti-β2GPI, lupus anticoagulant)Thrombosis, recurrent miscarriage, false-positive VDRL/RPR
Complement (C3, C4, CH50)Low in active disease (consumed by immune complex activation); rise with remission
Anti-C1qHighly specific for lupus nephritis
FBCHaemolytic anaemia, leukopenia, lymphopenia, thrombocytopenia
Direct Coombs testPositive in haemolytic anaemia
ESRElevated in active disease (useful for monitoring)
CRPOften normal in SLE; rises with serositis or bacterial infection - useful to distinguish flare from infection
Urinalysis + microscopyProteinuria, haematuria, RBC casts, granular casts
24-hour urine protein / Spot PCRQuantify proteinuria
Renal biopsyGold standard for lupus nephritis classification (ISN/RPS Classes I-VI); guides treatment
Skin biopsy (lupus band test)IgG/IgM/C3 granular deposits at dermoepidermal junction (BMZ) on DIF
VDRL/RPRFalse-positive (due to APL antibodies)
CT/MRI brainCerebral infarcts, white matter lesions in NPSLE
EchocardiographyLibman-Sacks vegetations, pericardial effusion, PAH
HRCT chestILD, pleural effusions
Renal function (eGFR, creatinine)Monitor nephritis

8. Complications

ComplicationDetail
Lupus nephritis → ESRDClass III/IV worst prognosis; 10-year survival ~90% with treatment; ESRD in 10-20%
Cardiovascular diseaseAccelerated atherosclerosis; MI risk 50x in young women with SLE; major cause of late mortality
Antiphospholipid syndromeRecurrent DVT, PE, stroke, arterial thrombosis; recurrent miscarriages; catastrophic APS (multi-organ failure)
InfectionsLeading cause of early mortality; from immune dysregulation + immunosuppressive therapy; common organisms: pneumococcus, salmonella, herpes viruses
NPSLESeizures, stroke, psychosis, transverse myelitis; significant morbidity
Avascular necrosisFemoral head; from both disease vasculitis and corticosteroid therapy
OsteoporosisFrom corticosteroid use + reduced physical activity
Drug toxicitySteroid side effects; hydroxychloroquine retinopathy; cyclophosphamide-induced infertility/bladder toxicity
MalignancyNHL risk elevated; also skin and cervical cancer
Neonatal lupusCongenital complete heart block; transient rash; from anti-Ro antibody transfer
Pregnancy complicationsMiscarriage, pre-eclampsia, IUGR, preterm delivery; especially with active nephritis and APL antibodies
Pulmonary hypertensionSerious; associated with anti-RNP antibodies and Raynaud's phenomenon
Shrinking lung syndromeProgressive dyspnoea from diaphragmatic dysfunction
Psychological morbidityDepression, anxiety from chronic disease + CNS involvement

Sources: Andrews' Diseases of the Skin (Clinical Dermatology); Henry's Clinical Diagnosis and Management by Laboratory Methods; Firestein & Kelley's Textbook of Rheumatology; Rheumatology 2-Volume Set (Elsevier 2022); Bradley and Daroff's Neurology in Clinical Practice

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