NUTRITION REVIEWS IN GASTROENTEROLOGY, SERIES #5

Superior Mesenteric Artery Syndrome: A Nutrition-Oriented Review

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Superior mesenteric artery syndrome, a rare condition, is the result of duodenal compression between the aorta and the superior mesenteric artery. This compression is caused by decreased mesenteric fat tissue or abnormal anatomy leading to a narrowed aortomesenteric angle and ultimately duodenal compression. Patients can present with abdominal pain, lack of appetite, nausea, vomiting, and unintentional weight loss. The syndrome is a diagnosis of exclusion and as such, is often overlooked. An upper gastrointestinal series is typically used for diagnosis, however, computed tomography angiography can solidify the diagnosis. Generally, treatment requires weight gain with surgery only if conservative measures fail. This review will describe the syndrome, diagnostic criteria, and treatment options including medical nutrition therapy.

INTRODUCTION 

Superior mesenteric artery (SMA) syndrome is a rare condition also known as duodenal ileus, aortomesenteric artery compression, Cast syndrome, Wilkie’s disease, and duodenal arterial mesenteric compression. The syndrome was originally described by Rotikansky in 1842 when he completed autopsies of thin young women with history of abdominal pain and emesis.1 Wilkie published his comprehensive case series and detailed the pathophysiology and diagnostic findings of the syndrome in 1921.2 SMA syndrome is characterized by compression of the third segment of the duodenum due to reduced space between the SMA and aorta.3 

SMA syndrome occurs either from a congenital anomaly in children or a significant, unintentional weight loss in adults, predominantly affecting young women, with the majority of patients between the ages of 10-39 years.4,5 The incidence of SMA syndrome is reported as 0.013%-0.3% in the general population, 0.3% in hospitalized patients, 1.1% in burn patients, and 4.9% in patients with unexplained abdominal pain.6 The diagnosis can be somewhat challenging and may take many years to diagnose in patients with nonspecific symptoms that do not correlate with duodenal compression nor resolve with empiric treatments.4 Most often SMA syndrome is treated conservatively with weight gain in order to expand the mesenteric fat mass to relieve the obstruction. The purpose of this review is to describe the syndrome’s pathophysiology, etiology, presentation, diagnostic criteria, and treatment with a special focus on nutrition therapy. 

Pathophysiology

Normally, the duodenum crosses the abdomen anterior to the aorta at the level of the third lumbar vertebral body, suspended by the ligament of Treitz, and passes between the aorta and the SMA.7 The SMA arises from the anterior abdominal aorta, behind the body of the pancreas at the level of the first lumbar vertebral body, adjacent to the origin of the celiac trunk. The SMA runs inferiorly, forming a small arch to the right with its convexity to the left, crossing over the third part of the duodenum (see Figure 1). Together, the SMA and the aorta form an acute aortomesenteric angle (AMA) that the third portion of the duodenum passes through. The AMA is normally between 25º–60º, is related to the retroperitoneal fat tissue which holds the SMA off the spine, and is correlated with the patient’s body mass index (BMI).2,8 The aortomesenteric distance (AMD), defined as the length between the aorta and SMA, is typically 10-28 millimeters.8 Irrespective of the inciting disorder, reduction of the AMA to < 25º and the AMD to < 8-10 millimeters raises the risk of duodenal pinching and small bowel obstruction (SBO).9-11  predisposing patients for weight loss and SMA syndrome are broadly stratified into two categories: loss of mesenteric fat tissue and abnormal anatomy (Table 1). In healthy adolescents, SMA syndrome is reported after inadequate weight gain relative to height growth, causing duodenal compression without weight loss but decreased BMI.12 Abnormal anatomy is generally seen as congenital anomalies in children and post-surgical alterations in adults. 

Symptoms 

Symptoms of SMA syndrome are often attributed to limited flow of chyme through the duodenum. It may present acutely or progressively over time. The severity of symptoms ranges from mild postprandial discomfort to bilious emesis and weight loss depending on the degree of the compression. Acute presentations often occur in post-surgical cases due to overextension of the SMA.13 Progressive cases are more likely seen when patients have epigastric pain, nausea, and/ or weight loss.14 Patients with chronic symptoms of SMA syndrome may anticipate postprandial discomfort and develop aversions to food, perpetuating further weight and mesenteric fat tissue losses. 

Establishing the Diagnosis 

The diagnosis of SMA syndrome is often a diagnosis of exclusion since the symptoms can be nonspecific and mimic other gastrointestinal (GI) and non-GI disorders. Clinical symptoms alongside imaging studies are used to diagnose the disorder. Common physical examination findings are listed in Table 2.15 Laboratory values are usually normal, with the exception of patients with severe vomiting and dehydration who present with significant electrolyte abnormalities such as metabolic alkalosis or hypokalemia. Delay in diagnosis results in continuation of duodenal compression, discomfort, weight loss, malnutrition, electrolyte abnormalities, gastric dilation and perforation, peptic ulcer disease, pancreatitis, and even death.6 

Diagnostic Testing 

The vague and nonspecific symptoms of SMA syndrome often lead to inconclusive diagnostic testing. The radiologic tests most sensitive for SMA syndrome are upper gastrointestinal series (UGI) and computed tomography angiography (CTA) as depicted in Figures 2-4.6 Table 3 describes the usual findings from both UGI and CTA testing. 

An upper GI series can demonstrate prolonged retention of barium proximal to the third portion of duodenum, dilation of the duodenum and stomach, and backward flow of contrast from reverse peristalsis (known as “to and fro” peristalsis). Postural changes during an upper GI study can demonstrate changes in vascular compression of the duodenum; obstruction is typically greatest

Etiology 

SMA syndrome in adults is most often a consequence of significant weight loss related to an underlying disorder. The various disorders in the supine position and improved in the prone and left lateral decubitus position.16 An UGI series allows for real-time evaluation by the radiologist to administer proper test maneuvers and evaluate the flow of contrast through the duodenum for an accurate diagnosis of SMA syndrome (Figure 3). 

CTA using a three-dimensional technique provides a precise method for measurement of the aortomesenteric angle and distance. CTA may demonstrate narrowed AMA, decreased AMD, and dilated duodenum and stomach to secure the diagnosis of SMA syndrome.17,18 An advantage of CTA is that it can shed light on SMA etiologies and preexisting anatomical conditions (Figures 3,4).19 

Upper endoscopy can be useful for differentiating SMA syndrome from other etiologies.15 It does not serve as a diagnostic tool but should trigger a workup to confirm the diagnosis. Endoscopic ultrasound (EUS) has been used to diagnose SMA syndrome. The ultrasound probe allows for identification of the anatomical cause of the obstruction, and in some cases may be used to perform a minimally invasive bypass of the obstruction. 

Treatment and Management 

The fundamental treatment of SMA syndrome aims to provide symptom relief, treat and manage the underlying disorder, weight restoration, and/ or pursue surgery if weight gain is not successful. Surgical procedures should only be utilized when conservative measures fail or for anatomical reconstruction. There are no protocols or guidelines regarding the duration of conservative management nor optimal timing of surgery after failure; symptomatic improvements are observed within a few days or may take as long as a few months.6 Nevertheless, whether managed conservatively or surgically, a multidisciplinary team approach is beneficial including gastroenterologists, dietitians, radiologists, and psychiatrists is cardinal to ensure the patient’s well-being and quality of care. 

Nutrition Therapy 

Nutrition assessment of patients with SMA syndrome includes: diet recall, weight history, anthropometric evaluation, biochemical data, and physical examination to assess for fat mass loss, muscle mass loss, fluid status, and signs of micronutrient deficiencies. First, the best route of feeding must be determined (Table 4). Many patients with SMA are not only at risk of refeeding syndrome, but also Wernicke’s encephalopathy if emesis has been an ongoing issue. Once past the refeeding stage, energy needs to support weight restoration should be determined. Medical nutrition therapy (MNT) requires a calorie surplus to promote anabolism and fat mass expansion in the epigastric area to alleviate obstructive symptoms. Depending on the patient’s weight history and anthropometric data, full recovery of lost weight is not always necessary, as small gains may be sufficient for symptomatic relief.20 

The gold standard for measuring energy expenditure in the clinical setting is indirect calorimetry, which is particularly useful for underweight or malnourished patients as predictive equations are less accurate for patients with abnormal body composition.21 If indirect calorimetry is available to measure resting energy expenditure (REE), this value is then multiplied by an activity factor. When indirect calorimetry is unavailable, using 30 kilocalories/kilogram or a predictive equation may best approximate REE, which is bolstered by multiplying by activity and stress factors or adding a fixed amount of additional kilocalories.21,22 

Case reports of MNT for SMA syndrome are heterogeneous; therefore, clear MNT guidelines have not been established. For example, management with a dense (4 kcal/mL), low-volume formula was effective in an 83-year-old male suffering from post-operative SMA when given in small doses orally.20 In a 16-year-old female with anorexia nervosa, providing half of the needed calories through a nasojejunal tube to supplement oral intake was beneficial for weight gain.23 Some patients may be unable to tolerate adequate oral intake despite their efforts,24 others may be able to tolerate enteral nutrition (EN) with proper tube placement that takes gastrointestinal anatomy and function into account,25 and others are unable to tolerate parenteral nutrition (PN) due to fluid overload or hepatotoxicity.26 Successful weight restoration is possible via oral, enteral, or parenteral routes, but often requires a combination of modalities. Clinicians must use judgement to apply interventions based upon the etiology of the compression and weigh the risks and benefits of treatment plans for each individual patient. 

Patients with SMA syndrome may best tolerate small frequent meals. Liquids will be easiest to pass through the compressed area; high-calorie, high-protein liquids should be encouraged to optimize oral intake.20 Positional maneuvers can provide symptomatic relief by removing tension from the mesentery and increasing the AMD. Lying prone or on the left side postprandially and using prokinetics or antiemetics may improve tolerance to oral intake.27 

If oral feeding fails, the enteral route should be pursued next. Endoscopic tube placement beyond the duodenal compression is useful for both diagnostic and therapeutic purposes.26 For a short-term trial, a temporary nasojejunal tube may be placed. If EN is tolerated and the anticipated need exceeds one month, then more permanent enteral access such as a gastrostomy tube with a jejunal extender or a direct jejunostomy tube may be required. If EN is poorly tolerated or fails to improve symptoms, then PN should be utilized. Parenteral support can be used in the short term until there is enough weight gain to allow for tolerance to oral intake, after which it is best to combine PN with oral intake or EN to provide adequate calories, expedite weight restoration, and minimize complications.26 

Many patients with SMA syndrome presenting with intolerance of oral intake and weight loss meet malnutrition criteria. When initiating EN or PN support in a malnourished patient, it is prudent to take precautions against and monitor symptoms of refeeding syndrome. This is accomplished by “starting low and going slow” with general guidelines to initiate nutrition with 50-150 grams carbohydrates, or 10-20 kilocalories/kilogram, and advance by 33% of goal every 1-2 days. While advancing nutrition support, potassium, phosphorus, and magnesium levels should be monitored every 12 hours for repletion as needed. Given the high risk for refeeding syndrome in those with SMA syndrome, it is recommended to supplement with 100 mg thiamin supplementation for 5-7 days in addition to a therapeutic vitamin with mineral supplement until full nutrition support is achieved.28 

Nutritional restoration is frequently met with physical and psychological challenges that impact resolution of SMA syndrome. Table 5 lists clinical conditions associated with SMA syndrome and suggested nutrition interventions to prevent or reduce the likelihood of mesenteric fat tissue loss. Collaboration of care with a registered dietitian will help patients achieve their nutrition therapy goals, with timely adjustments to the nutrition care plan for optimal recovery from catabolic illnesses and reduced sequela of malnutrition. 

CONCLUSION 

SMA syndrome is associated with a significant, unintentional weight loss in a wide range of predisposing clinical settings. The syndrome is characterized by compression of the third portion of the duodenum resulting in unexplained postprandial abdominal pain, anorexia, nausea, vomiting, or weight loss. When suspecting SMA syndrome, clinicians should begin with an upper GI series for evaluation and assessment of an obstruction. CTA with oral contrast can solidify the diagnosis and offer information about the underlying etiology of obstruction. Initial treatment is conservative and focuses on weight gain. Surgery may be required if medical management fails or there are predisposing factors such as abnormal anatomy. Employing a multidisciplinary team is imperative for successful treatment of SMA syndrome.

References 

1. Rokitansky, C., Handbuch der pathologischen Anatomie 1st Ed. Vienna Branmuller and Seidel, 1842. 3: p. 187. 

2. Wilkie D. Chronic duodenal ileus. Br J Surg. 1921;201:254. 

3. Diab S, Hayek F. Combined superior mesenteric artery syndrome and nutcracker syndrome in a young patient: a case report and review of the literature. Am J Case Reports. 2020;21: e922619-1. 

4. Jain R. Superior mesenteric artery syndrome. Curr Treatm Opt Gastroenterolo. 2007; 10(1):24-27. 

5. Ganss A, Rampado S, Savarino E, et al., Superior mes¬enteric artery syndrome: a prospective study in a single institution. J Gastro Surg. 2019;23(5):997-1005. 

6. Welsch T, Büchler MW, Kienle P, Recalling superior mes¬enteric artery syndrome. Dig surg. 2007;24(3):149-156. 

7. Akin JT, Gray SW, Skandalakis JE, Vascular compression of the duodenum: presentation of ten cases and review of the literature. Surg. 1976;79(5):515-522. 

8. Ozkurt H, Cenker MM, Bas N, et al., Measurement of the distance and angle between the aorta and superior mes¬enteric artery: normal values in different BMI categories. Surg and Radiol Ana. 2007;29(7):595-599. 

9. Neri S, Signorelli SS, Mondati E, et al. Ultrasound imag¬ing in diagnosis of superior mesenteric artery syndrome. J Intern Med. 2005;257(4):346-351. 

10. Hines JR., Gore RM, Ballantyne GH, Superior mesen¬teric artery syndrome: diagnostic criteria and therapeutic approaches. Am J Surg. 1984;148(5): p. 630-632. 

11. Baltazar U, Dunn J, Floresguerra C, et al., Superior mes¬enteric artery syndrome: an uncommon cause of intestinal obstruction.SMJ. 2000;93(6):606-608. 

12. Okamoto T, Sato T, Sasaki Y. Superior mesenteric artery syndrome in a healthy active adolescent. BMJ Case Reports CP. 2019;12(8):e228758. 

13. Payawal JH, Cohen AJ, Stamos MJ, Superior mesenteric artery syndrome involving the duodenum and jejunum. Emerg Radiol. 2004;10(5):273-275. 

14. Hokama A, Tomiyama R, Kishimoto K, et al. Chronic intermittent vomiting after scoliosis surgery. Gut. 2005;54(2):222.

15. Sinagra E, Raimondo D, Albano D., et al. Superior mesen¬teric artery syndrome: clinical, endoscopic, and radiologi¬cal findings. Gastrenterology Res Pratc. 2018;2018. doi. org/10.1155/2018/1937416. 

16. Warncke ES, Gursahaney DL, Mascolo M, Dee E. Superior mesenteric artery syndrome: A radiographic review. Abdom Radiol. 2019;44(9):3188-3194. 

17. Lamba R, Tanner DT, Sekhons S, et al. Multidetector CT of vascular compression syndromes in the abdomen and pelvis. Radiographics. 2014;34(1):93-115. 

18. Griffiths GJ, Whitehouse GH. Radiological features of vascular compression of the duodenum occurring as a complication of the treatment of scoliosis (the cast syn¬drome). Clin Radiol. 1978;29(1):77-83. 

19. Anderson, F, Megaduodenum. Am J Gastro. 1974;62(6). 

20. Akashi T, Hashimoto R, Funakoshi A. Effect of a novel, energy-dense, low-volume nutritional food in the treat¬ment of superior mesenteric artery syndrome. Cureus. 2021;13(5):e15243. 

21. Roza A, Shizgal H, The Harris Benedict energy require¬ments equation reevaluated: resting and the body cell mass. Am J Clin Nutr. 1984;40:168-182. 

22. Ahmad A, Duerksen DR, Munroe S, Bistrian BR. An evaluation of resting energy expenditure in hospitalized, severely underweight patients. Nutrition. 1999;15(5):384- 388. 

23. Verhoef PA, Rampal A, Unique challenges for appropriate management of a 16-year-old girl with superior mesen-teric artery syndrome as a result of anorexia nervosa: a case report. J Med Case Reports. 2009;3(1):1-5. 

24. Kurisu K, Yamanaka Y, Yamazaki T, et al. A clinical course of a patient with anorexia nervosa receiving surgery for superior mesenteric artery syndrome. J Eat Disord. 2021;9(1):1-4. 

25. Esmat HA, Najah DM. Superior mesenteric artery syn¬drome caused by acute weight loss in a 16-year-old polytrauma patient: A rare case report and review of the literature. Ann Med Surg. 2021;65: 102284. 

26. Kim J, Yang S, Im YC, Park I. Superior mesenteric artery syndrome treated successfully by endoscopy-assisted jejunal feeding tube placement. BMJ Case Reports. 2021;14(11):e245104. 

27. Anderson CM, Dalrymple MA, Podberesky DJ, Coppola CP. Superior mesenteric artery syndrome in a basic mili-tary trainee. Mil Med. 2007;172(1):24-26. 

28. da Silva JS, Seres DS, Sabino K, et al. ASPEN consen¬sus recommendations for refeeding syndrome. Nutr Clin Pract. 2020;35(2):178-195.  

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Gastro Office Breaks New Ground For Patients By Becoming The First Practice In Ohio To Use Cellvizio To Improve The Diagnosis And Treatment Of Barrett’s Esophagus

GASTRO OFFICE BREAKS NEW GROUND FOR PATIENTS BY BECOMING THE FIRST PRACTICE IN OHIO TO USE CELLVIZIO TO IMPROVE THE DIAGNOSIS AND TREATMENT OF BARRETT’S ESOPHAGUS

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TAKEDA ANNOUNCES FDA ACCEPTANCE OF BLA RESUBMISSION FOR INVESTIGATIONAL SUBCUTANEOUS ADMINISTRATION OF ENTYVIO® (VEDOLIZUMAB) FOR MAINTENANCE THERAPY IN MODERATELY TO SEVERELY ACTIVE ULCERATIVE COLITIS

OSAKA, Japan and CAMBRIDGE, Massachusetts, April 27, 2023 – Takeda (TSE:4502/NYSE:TAK) (“Takeda”) announced that the U.S. Food and Drug Administration (FDA) has accepted for review its Biologics License Application (BLA) resubmission for the investigational subcutaneous (SC) administration of Entyvio® (vedolizumab) for maintenance therapy in adults with moderately to severely active ulcerative colitis (UC) after induction therapy with Entyvio intravenous. The resubmission is intended to address FDA feedback in a December 2019 Complete Response Letter (CRL).

“Takeda has remained committed to the pursuit of a subcutaneous administration for Entyvio in the U.S. so that patients might have a choice between receiving Entyvio maintenance therapy via intravenous infusion by a health care professional or administering it themselves with a single-dose injection – whichever suits their medical and personal needs. This resubmission is a major step forward in delivering on that commitment,” said

Vijay Yajnik, M.D., Ph.D., vice president,head of U.S. Medical for Gastroenterology, Takeda. “We have great confidence in the future of Entyvio SC and strongly believe that offering a SC formulation can help meet the varied needs of patients who live with moderate to severe ulcerative colitis, pending approval.”

alpha4beta7 integrin is expressed on a subset of circulating white blood cells.5 These cells have been shown to play a role in mediating the inflammatory process in ulcerative colitis (UC) and Crohn’s disease (CD).5,7,8 By inhibiting alpha4beta7 integrin, vedolizumab may limit the ability of certain white blood cells to infiltrate gut tissues.5

Adult Crohn’s Disease (CD)

ENTYVIO (vedolizumab) is indicated in adults for the treatment of moderately to severely active CD.

About Ulcerative Colitis and Crohn’s Disease

Ulcerative colitis (UC) and Crohn’s disease (CD) are two of the most common forms of inflammatory bowel disease (IBD).9 Both UC and CD are chronic, relapsing, remitting, inflammatory conditions of the gastrointestinal tract.10,11 UC only involves the large intestine as opposed to CD which can affect any part of the GI tract from mouth to anus.12,13 CD can also affect the entire thickness of the bowel wall, while UC only involves the innermost lining of the large intestine.12,13 UC can present with symptoms of abdominal discomfort or loose bowel movements, including blood.12,14 CD can present with symptoms of abdominal pain, diarrhea, and weight loss.10 The cause of UC or CD is not fully understood; however, research suggests that an interplay between environmental factors, genetics, and intestinal microbiota may contribute to the development of UC or CD.12,15,16

Takeda expects a decision from the FDA by the end of 2023.

with an accompanying decrease in rectal bleeding subscore of ≥1 point or absolute rectal bleeding subscore of ≤1 point.1

About Entyvio® (vedolizumab)

Vedolizumab is a biologic therapy and is approved in intravenous (IV) and subcutaneous (SC) formulations (approvals vary by market; vedolizumab is not currently approved in the SC formulation in the U.S.).2,3 Vedolizumab SC has been granted marketing authorization in the European Union and more than 50 countries. Vedolizumab IV has been granted marketing authorization in more than 70 countries, including the United States and European Union, with more than 1,000,000 patient years of exposure to date.4 It is a humanized monoclonal antibody designed to specifically antagonize the alpha4beta7 integrin, inhibiting the binding of alpha4beta7 integrin to intestinal mucosal addressin cell adhesion molecule 1 (MAdCAM-1), but not vascular cell adhesion molecule 1 (VCAM-1).5 MAdCAM-1 is preferentially expressed on blood vessels and lymph nodes of the gastrointestinal tract.6 The alpha4beta7 integrin is expressed on a subset of circulating white blood cells.5 These cells have been shown to play a role in mediating the inflammatory process in ulcerative colitis (UC) and Crohn’s disease (CD).5,7,8 By inhibiting alpha4beta7 integrin, vedolizumab may limit the ability of certain white blood cells to infiltrate gut tissues.5

Adult Crohn’s Disease (CD)

ENTYVIO (vedolizumab) is indicated in adults for the treatment of moderately to severely active CD.

About Ulcerative Colitis and Crohn’s Disease

Ulcerative colitis (UC) and Crohn’s disease (CD) are two of the most common forms of inflammatory bowel disease (IBD).9 Both UC and CD are chronic, relapsing, remitting, inflammatory conditions of the gastrointestinal tract.10,11 UC only involves the large intestine as opposed to CD which can affect any part of the GI tract from mouth to anus.12,13 CD can also affect the entire thickness of the bowel wall, while UC only involves the innermost lining of the large intestine.12,13 UC can present with symptoms of abdominal discomfort or loose bowel movements, including blood.12,14 CD can present with symptoms of abdominal pain, diarrhea, and weight loss.10 The cause of UC or CD is not fully understood; however, research suggests that an interplay between environmental factors, genetics, and intestinal microbiota may contribute to the development of UC or CD.12,15,16

REFERENCES

Sandborn WJ, Baert F, Danese S, et al.Gastroenterology. 2020;158(3):562-572.
Entyvio Prescribing Information. Available at: https://general.take- dapharm.com/ENTYVIOPI.Last updated: June 2022. Last accessed: January 2023.

Entyvio Summary of Product Characteristics (SmPC). Available at: https://www.ema.europa.eu/en/documents/product-information/ entyvio-epar-product-information_en.pdf. Last updated: October 2022. Last accessed: February 2023.

Takeda data on file (VV-SUP-91507): Vedolizumab Patient Exposure from Marketing Experience. 2021.
Soler D, Chapman T, Yang LL, et al. J Pharmacol Exp Ther. 2009;330:864-875.

Briskin M, Winsor-Hines D, Shyjan A, et al. Am J Pathol. 1997;151:97-110.
Eksteen B, Liaskou E, Adams DH. Inflamm Bowel Dis. 2008;14:1298-1312.

Wyant T, Fedyk E, Abhyankar B. J Crohns Colitis. 2016;10:1437-1444. Baumgart DC, Carding SR. Lancet. 2007;369:1627-1640.
Baumgart DC, Sandborn WJ. Lancet. 2012;380:1590-1605.
Torres J, Billioud V, Sachar DB, et al. Inflamm Bowel Dis. 2012;18:1356-1363.

Ordas I, Eckmann L, Talamini M, et al. Lancet. 2012;380:1606-1619. Feuerstein JD, Cheifetz AS. Mayo Clin Proc. 2017;92:1088-1103. Sands BE. Gastroenterology. 2004;126:1518-1532.
Kobayashi T, Siegmund B, Le Berre C, et al. Nat Rev Dis Primers. 2020;6(74).

Torres J, Mehandru S, Colombel JF, Peyrin-Biroulet L. Lancet. 2017; 389(10080):1741-1755.

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DISPATCHES FROM THE GUILD CONFERENCE, SERIES #53

Practical Approach to Stricture Management in Crohn’s Disease

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Stricturing complications are an important and common event during the course of Crohn’s
disease (CD) and may lead to significant disability. It is a leading indication for surgery
among patients with CD. Strictures are diagnosed most commonly during colonoscopy or on
cross-sectional imaging, appear as a narrowing in the bowel lumen and may be associated
with a variety of concomitant features, such as internal penetrating disease. Standardized
radiologic diagnostic criteria have been proposed by the CONSTRICT group. Abdominal
cross-sectional imaging is crucial in the evaluation of strictures and helps guide treatment.
Management of strictures is often multidisciplinary and involves a combination of medical,
endoscopic and surgical options. However, despite recent advances in medical therapies, the
progression to stricturing complications has not been significantly altered and only a subset of
patients improve on medical therapy temporarily, highlighting the need for durable treatment
options. Anti-fibrotics are being evaluated in this setting and further data are eagerly awaited.

INTRODUCTION 

Inflammatory bowel diseases (IBD), including Crohn’s disease and ulcerative colitis, are immune-mediated conditions leading to chronic relapsing and remitting inflammation of the gastrointestinal tract. Although the pathophysiology of IBD has not yet been fully elucidated, it appears to be due to a combination of environmental, microbial and genetic factors.1 

While ulcerative colitis only affects the colon, Crohn’s disease can affect any part of the gastrointestinal (GI) tract. It is also a transmural disease and involves deeper layers of the bowel. It therefore can lead to a variety of manifestations, depending on the location of the disease, and can lead to several types of complications and phenotypes due to its transmural nature. It is a progressive disease with accumulating bowel damage over time.1 Complications may include strictures (narrowing of the bowel lumen) as well as fistulas (tracts communicating between different bowel segments or from the GI tract to another organ) and infectious complications such as abscesses. Malnutrition, vitamin deficiencies and extra-intestinal manifestations are also common. 

Stricturing complications are an important and common event in the course of the disease, and are associated with significant morbidity. This review will aim to provide an overview of Crohn’s disease strictures and propose a practical approach to management. 

Epidemiology and natural history of stricturing Crohn’s disease 

Up to 29% of patients with Crohn’s disease may present with a complication at the time of diagnosis, including 21% with strictures.2 In patients without complications at diagnosis, approximately 10% of patients are estimated to develop stricturing complications at 5 years,2 and about 21% by 20 years.3 

Stricturing disease, in addition to penetrating disease, are the most common indications for surgery in CD and account for up to 70% of surgical interventions during the first 10 years of disease.4 Unfortunately, CD recurs postoperatively and repeat surgery is required in about 35% of patients within 10 years of the initial resection.5 Strictures 

can recur at the site of anastomosis (anastomotic strictures). 

Although strictures manifest anywhere along the gastrointestinal tract, they are most commonly found in the small bowel. Colon strictures are less common than small bowel strictures but are associated with a higher rate of dysplasia.6 Colonic strictures can also occur in patients with ulcerative colitis in up to 11% of patients.7 Although most of them are benign, they harbor risk for malignancy. It is therefore important to monitor patients with colonic strictures closely and a lower threshold for surgery should be considered. 

Patients with strictures can also have associated internal penetrating disease, including abscesses, phlegmon and abdominal fistulas. In fact, most patients with internal fistulizing disease have an associated stricture.8 One study assessing surgically resected segments with fistulas found that 96.3% of specimens had an underlying stricture.9 This has led to the hypothesis – although not supported by prospective data – that fistulas may arise in the area of pre-stricture dilation, which is considered a ‘high pressure zone’ of the intestinal lumen. 

Unfortunately, the progression towards stricturing complications has not been significantly modified by current medical treatment options, perhaps because tissue damage may already have developed by the time CD is diagnosed.8,10 

Clinical manifestations of stricturing Crohn’s disease 

Patients with Crohn’s disease may present with a variety of symptoms depending on disease severity, location and complications. General clinical features of CD include abdominal pain, diarrhea, unintentional weight loss, anorexia, rectal bleeding, fatigue, in addition to extra-intestinal features in up to 50% of patients such as ocular, joint or skin manifestations.1 Strictures can often be clinically “silent” without obvious obstructive symptoms. In a recent cohort study assessing patients with CD-associated small bowel strictures, up to 40% had no obstructive symptoms at the time of baseline assessment.11 When present, symptoms suggestive of obstruction may include post-prandial abdominal pain, change in food intake, nausea, vomiting, bloating, and abdominal distention.12 Careful 

history-taking is important as patients may not complain of specific symptoms other than tight dietary restrictions in order to avoid symptoms. 

Diagnosis of stricturing Crohn’s disease 

Several endoscopic and imaging modalities can help in the diagnosis of strictures. Endoscopically, strictures appear as a narrowing of the bowel lumen and are difficult or impossible to traverse with a regular endoscope or colonoscope.13 Biopsies of the stenosed areas should be obtained in order to evaluate for associated dysplasia or malignancy. However, histopathologic changes can be patchy and involve deeper layers of the bowel wall. Dysplasia and malignancy, therefore, cannot be entirely ruled out despite negative biopsies. 

Cross-sectional imaging is fundamental in the diagnosis and management of strictures. It provides important information regarding the presence of concomitant complications such as penetrating disease (abscesses, fistulas) or malignancy. In addition, it allows assessment of proximal disease or lesions and helps characterize the location, length of strictures and their associated features such as signs of inflammation or bowel wall thickening, pre-stenotic dilatation, etc., thereby ultimately guiding management.14 

Several types of imaging modalities are available for stricture diagnosis. Abdominal ultrasound, computed tomography (CT) and magnetic resonance imaging (MRI) can diagnose strictures with sensitivity ranging from 75% to 100%. Specificity ranges from 91% to 100% for CT and MR enterography. MR enterography, when available, is usually favored given its high diagnostic accuracy and the absence of ionizing radiation.12 

In order to standardize the definition of strictures on cross-sectional imaging, a set of diagnostic criteria has been proposed by the CrOhN’s disease anti-fibrotic STRICTure therapies (CONSTRICT) expert consensus12 and can be found in Figure 1

Management 

General approach to strictures 

Several different treatment modalities are available in the management of stricturing CD, including 

medical, endoscopic and surgical options (Figure 2). Strictures are therefore best addressed in a multidisciplinary approach, with involvement from gastroenterologists, radiologists, surgeons and other IBD team members as needed. Ultimately, treatment will depend on stricture and disease characteristics, complications (fistula, abscess, etc.) and patient preference. 

Acute small bowel obstruction 

Patients with Crohn’s disease presenting with a suspected acute small bowel obstruction (SBO) should be urgently assessed. Symptoms suggestive of an acute SBO include severe abdominal pain and distention, vomiting, high-pitched bowel sounds, along with inability to pass flatus and/or stool. Cross-sectional imaging should be obtained promptly in order to rule out complications such as perforation, fistulizing disease or abscess. Patients should be initially kept nil per os (NPO) and hydrated adequately. Nasogastric tube insertion might be necessary, particularly with recurrent vomiting or persistent obstruction.8 

Serial imaging with abdominal x-rays should be obtained. Intravenous corticosteroids are widely used in such cases, despite limited evidence to support their use in this setting. In a small study, 25 out of 26 patients with CD with an acute SBO improved clinically at 72 hours.15 However, more than 70% of patients had recurrent obstruction during follow-up, highlighting the importance of a durable treatment strategy, as outlined below. In case of persistent obstruction, endoscopic balloon dilation or surgery may be required urgently. 

Overview of treatment options in stricturing Crohn’s disease 

Medical therapy: 

Immunomodulators have been evaluated in this setting. In a randomized controlled trial (RCT) of 72 patients with CD and ileal stricturing disease comparing mesalamine and azathioprine, the latter was found to be associated with a reduced rate of surgery and hospitalization during follow-up.16 Of note, methotrexate has never been evaluated 

specifically for the treatment of strictures in Crohn’s disease. 

Anti-tumor necrosis factor (anti-TNF) agents have been widely used in the management of fibrostenosing CD. Most of the evidence supporting their use stems from retrospective and single-arm prospective studies.17 There is only very limited evidence on the use of non-anti-TNF drugs such as vedolizumab and ustekinumab in this setting and further data are awaited. 

In a prospective single arm observational study (the “CREOLE” study) evaluating adalimumab treatment in patients with CD-associated small bowel strictures, drug persistence was 64% at 24 weeks and 29% at 4 years.18 About half of the cohort had surgery during the 4-year follow-up. Some of the predictors of adalimumab persistence were the use of immunomodulators at treatment onset, a high obstructive symptom score, pre-stenotic bowel dilation, stricture shorter than 12cm, obstructive symptom onset of less than 5 weeks at baseline, and the absence of underlying fistulas. 

A systematic review of available studies evaluating systemic medical treatment in stricturing CD found a pooled rate of up to 28.3% (95% CI: 18.2%−41.3%) of patients requiring surgery over a median follow-up of 23 months.17 

A recent open-label RCT from Australia compared an intensive high-dose adalimumab regimen combined with azathioprine with a “treat-to-target” approach to a standard adalimumab regimen in patients with intestinal CD strictures.19 Although rates of radiologic improvement on MRI as measured by the MaRIA score at 12 months were significantly higher in the intensive regimen arm, the improvement in obstructive symptoms was not statistically significant. In addition, surgery rates, intestinal ultrasound findings and biomarkers were not significantly different among the groups.19 

Although these findings – in line with the above 

literature – suggest a role for biologic treatment in stricturing disease, they do highlight the need for alternative and more effective treatment options in this setting. The problem may lie in the fact that once fibrosis is present, the damage may be “too far gone” for anti-inflammatory agents to help.10,11,20 Targeting intestinal fibrosis is a promising avenue and randomized controlled trials of antifibrotics are under way to help address this unmet need (National Clinical Trial registration number NCT05013385). 

Endoscopic treatment 

Endoscopic options are available for patients with persistent obstructive symptoms with strictures that are amenable to endoscopic interventions. Endoscopic balloon dilation (EBD) is the most established endoscopic intervention for strictures and involves dilating the stricture while inflating a through-the-scope balloon.8 This procedure can be performed in small bowel, colonic or upper gastrointestinal tract locations and in both naïve and anastomotic (postoperative) strictures. Strictures amenable to EBD should be endoscopically accessible, shorter than 5 cm and should never be associated with an underlying abscess, fistula or suspected malignancy. Technical success rates (i.e. successful dilation during endoscopy) are estimated to approach close to 90% while clinical efficacy rates (improvement in clinical symptoms) are around 80%.21 Complications are estimated to occur in 2.8% of patients and include fever, bleeding and perforation.21 Of note, a significant portion of patients (about 42% at 2 years) still require surgery given recurrent or persistent symptoms.21 

Additional endoscopic techniques have been studied, including intralesional anti-TNF or corticosteroid injection into the stricture, stent insertion as well as needle-knife stricturotomy, which involves slicing open the stenotic area using an endoscopic knife. However, these have not yet been incorporated into routine clinical practice given limited safety and controlled efficacy data.22 

Surgery 

Surgery is indicated in patients with persistent obstructive symptoms with strictures that are felt 

to be either not amenable or refractory to medical and/or endoscopic intervention,23 as well as in cases where penetrating disease or malignancy are suspected. Several surgical options are available. Resection of the stenotic segment is the most commonly used procedure along with bowel anastomosis and possibly a temporary diverting loop ileostomy in certain cases.23 

Strictureplasty is another surgical option that involves widening of the narrowed area without resecting the affected segment. Given its bowel-sparing nature, strictureplasty is particularly helpful in patients with multiple prior surgical resections and at risk for short bowel syndrome, as well as in the setting of multifocal strictures separated by long segments of normal bowel.23 Several types of strictureplasty techniques are used depending on the length of the stricture. Of note, since strictures are not resected and are left in situ, this procedure should be avoided in patients with suspected malignancy or dysplasia or any other complication such as perforation, penetrating disease or malnutrition.23 

Importantly, regardless of the selected surgical technique, preoperative nutritional status should be optimized and smoking cessation should be addressed to prevent complications and postoperative recurrence. Postoperatively, patients should be closely observed for disease recurrence and patients at high risk of recurrence should be started or continued on a biologic treatment with monitoring of their response.8,24,25 

Identifying patients at risk for intervention 

The natural history of stricturing CD and factors associated with the need for endoscopic or surgical intervention have been studied but have remained poorly defined given heterogeneity of patient populations, the absence of a standardized definition of strictures, inclusion of patients with concomitant fistulizing disease or colonic strictures. In a recent well-defined US cohort looking at the disease course of established CD strictures as defined by the CONSTRICT criteria,12 stricture length, duration and obstructive symptoms were found to be independent and validated predictors for the need of intervention (combined endpoint of EBD and/or surgery).11 In this cohort, 26% and 

45% of patients required intervention at 1 and 4 years, respectively. An online risk calculator was developed to help clinicians estimate the need for intervention and thereby guide patient discussions and shared-decision making.11 The calculator can be accessed at: riskcalc.org/ CrohnsDiseaseSmallBowelStricture

CONCLUSION 

Stricturing disease is an important and common complication in patients with Crohn’s disease. A combination of different treatment modalities are available including medical, endoscopic and surgical options. However, strictures are still a leading indication for surgery in CD, and the frequency of progression to stricturing complications has not been significantly altered over the last few years despite considerable advances in the medical treatment landscape. Important goals in the management of CD over the next few years will therefore be to attempt to target fibrosis through antifibrotics, but also ultimately to continue to work on preventing the development of fibrosis. The Stenosis Therapy and Anti-Fibrotic Research (STAR) consortium, a group of experts in stricturing CD, have been working on determining appropriate endpoints and definitions in stricturing CD in order to help pave the way for further research and clinical trials of anti-fibrotic agents, which are under way. 

Sara El Ouali1,2 Miguel Regueiro2 Joseph Sleiman3 Florian Rieder2,4 1Digestive Disease
Institute, Cleveland Clinic Abu Dhabi, United Arab Emirates 2Department of Gastroenterology,
Hepatology & Nutrition; Digestive Diseases and Surgery Institute; Cleveland Clinic
Foundation, Cleveland, OH 3Department of Gastroenterology, Hepatology and Nutrition,
University of Pittsburgh Medical Center, Pittsburgh, PA, 4Department of Inflammation
and Immunity, Lerner Research Institute, Cleveland Clinic Foundation, Cleveland, OH
Disclosures: SE has received lecture fees from Janssen and AbbVie. MR is on the advisory
board or consultant for AbbVie, Janssen, UCB, Takeda, Pfizer, BMS, Organon, Amgen,
Genentech, Gilead, Salix, Prometheus, Lilly, Celgene, TARGET Pharma Solutions,Trellis,
Boehringer Ingelheim Pharmaceuticals, Inc. (BIPI) JS has no relevant disclosure. FR is
on the advisory board or consultant for Agomab, Allergan, AbbVie, Boehringer Ingelheim,
Celgene, CDISC, Cowen, Genentech, Gilead, Gossamer, Guidepoint, Helmsley, Index
Pharma, Janssen, Koutif, Metacrine, Morphic, Pfizer, Pliant, Prometheus Biosciences,
Receptos, RedX, Roche, Samsung, Takeda, Techlab, Theravance, Thetis, UCB.

References 

1. Torres J, Mehandru S, Colombel JF, Peyrin-Biroulet L. Crohn’s disease. Lancet. 2017;389(10080):1741-1755. 

2. Burisch J, Kiudelis G, Kupcinskas L, et al. Natural disease course of Crohn’s disease during the first 5 years after diagnosis in a European population-based inception cohort: an Epi-IBD study. Gut. 2019;68(3):423-433. 

3. Thia KT, Sandborn WJ, Harmsen WS, Zinsmeister AR, Loftus EV, Jr. Risk factors associated with progression to intestinal complications of Crohn’s disease in a population-based cohort. Gastroenterology. 2010;139(4):1147-1155. 

4. Rieder F, Zimmermann EM, Remzi FH, Sandborn WJ. Crohn’s disease complicated by strictures: a systematic review. Gut. 2013;62(7):1072-1084. 

5. Frolkis AD, Lipton DS, Fiest KM, et al. Cumulative incidence of second intestinal resection in Crohn’s disease: a systematic review and meta-analysis of population-based studies. Am J Gastroenterol. 2014;109(11):1739-1748. 

6. Fumery M, Pineton de Chambrun G, Stefanescu C, et al. Detection of Dysplasia or Cancer in 3.5% of Patients With Inflammatory Bowel Disease and Colonic Strictures. Clin Gastroenterol Hepatol. 2015;13(10):1770-1775. 

7. Rieder F, Fiocchi C, Rogler G. Mechanisms, Management, and Treatment of Fibrosis in Patients With Inflammatory Bowel Diseases. Gastroenterology. 2017;152(2):340-350 e346. 

8. El Ouali S, Click B, Holubar SD, Rieder F. Natural history, diagnosis and treatment approach to fibrostenosing Crohn’s disease. United European Gastroenterol J. 2020;8(3):263- 270. 

9. Oberhuber G, Stangl PC, Vogelsang H, Schober E, Herbst F, Gasche C. Significant association of strictures and internal fistula formation in Crohn’s disease. Virchows Arch. 2000;437(3):293-297. 

10. Jeuring SF, van den Heuvel TR, Liu LY, et al. Improvements in the Long-Term Outcome of Crohn’s Disease Over the Past Two Decades and the Relation to Changes in Medical Management: Results from the Population-Based IBDSL Cohort. Am J Gastroenterol. 2017;112(2):325-336. 

11. El Ouali S, Baker ME, Lyu R, et al. Validation of stricture length, duration and obstructive symptoms as predictors for intervention in ileal stricturing Crohn’s disease. United European Gastroenterology Journal. 2022;10(9):958-972. 

12. Rieder F, Bettenworth D, Ma C, et al. An expert consensus to standardise definitions, diagnosis and treatment targets for anti-fibrotic stricture therapies in Crohn’s disease. Aliment Pharmacol Ther. 2018;48(3):347-357. 

13. Daperno M, D’Haens G, Van Assche G, et al. Development and validation of a new, simplified endoscopic activity score for Crohn’s disease: the SES-CD. Gastrointest Endosc. 2004;60(4):505-512. 

14. Sleiman J, Chirra P, Gandhi NS, et al. Crohn’s disease related strictures in cross-sectional imaging: More than meets the eye? United European Gastroenterology Journal. 2022;10(10):1167-1178. 

15. Yaffe BH, Korelitz BI. Prognosis for nonoperative management of small-bowel obstruction in Crohn’s disease. J Clin Gastroenterol. 1983;5(3):211-215. 

16. de Souza GS, Vidigal FM, Chebli LA, et al. Effect of azathioprine or mesalazine therapy on incidence of re-hospitalization in sub-occlusive ileocecal Crohn’s disease patients. Med Sci Monit. 2013;19:716-722. 

17. Lu C, Baraty B, Lee Robertson H, et al. Systematic review: medical therapy for fibrostenosing Crohn’s disease. Alimentary Pharmacology & Therapeutics. 2020;51(12):1233-1246. 

18. Bouhnik Y, Carbonnel F, Laharie D, et al. Efficacy of adalimumab in patients with Crohn’s disease and symptomatic small bowel stricture: a multicentre, prospective, observational cohort (CREOLE) study. Gut. 2018;67(1):53-60. 

19. Schulberg JD, Wright EK, Holt BA, et al. Intensive drug therapy versus standard drug therapy for symptomatic intestinal Crohn’s disease strictures (STRIDENT): an open-label, single-centre, randomised controlled trial. The Lancet Gastroenterology & Hepatology. 2022;7(4):318-331. 

20. Lazarev M, Ullman T, Schraut WH, Kip KE, Saul M, Regueiro M. Small bowel resection rates in Crohn’s disease and the indication for surgery over time: experience from a large tertiary care center. Inflamm Bowel Dis. 2010;16(5):830-835. 

21. Bettenworth D, Gustavsson A, Atreja A, et al. A Pooled Analysis of Efficacy, Safety, and Long-term Outcome of Endoscopic Balloon Dilation Therapy for Patients with Stricturing Crohn’s Disease. Inflamm Bowel Dis. 2017;23(1):133-142. 

22. Sleiman J, El Ouali S, Qazi T, et al. Prevention and Treatment of Stricturing Crohn’s Disease – Perspectives and Challenges. Expert Review of Gastroenterology & Hepatology. 2021;15(4):401-411. 

23. Lightner AL, Vogel JD, Carmichael JC, et al. The American Society of Colon And Rectal Surgeons clinical practice guidelines for the surgical management of Crohn’s disease. Diseases of the Colon & Rectum. 2020;63(8):1028-1052. 

24. Rutgeerts P, Geboes K, Vantrappen G, Beyls J, Kerremans R, Hiele M. Predictability of the postoperative course of Crohn’s disease. Gastroenterology. 1990;99(4):956-963. 

25. Regueiro M, Velayos F, Greer JB, et al. American Gastroenterological Association Institute technical review on the management of Crohn’s disease after surgical resection. Gastroenterology. 2017;152(1):277-295. e273.PRACTICAL GASTROENTEROLOGY 47Years Established 1977 

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ERCP Stone Extraction: Complex

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INTRODUCTION

Choledocholithiasis remains the most common indication for ERCP. The management of choledocholithiasis has evolved substantially in the last three decades, with ERCP-based therapies centered around endoscopic stone extraction replacing open common bile duct exploration surgery and percutaneous biliary drainage. National registries show that 96.1% of interventions for the management of choledocholithiasis were performed during ERCP,1 reaffirming ERCP as the gold-standard approach for the management of biliary stone disease. ERCP is safe, minimally-invasive and effective for the management of choledocholithiasis. The vast majority of biliary stones are readily extracted by ERCP with the conventional techniques of endoscopic sphincterotomy and balloon extraction; however, extraction may be challenging in approximately 10%-15% of cases in which the stone disease is designated to be complex.2 This article will focus on defining complex stone disease and reviewing best practices in the evaluation and management of complex choledocholithiasis. 

Complex biliary stone disease arises due to characteristics of the stone itself and the characteristics of the biliary tree and patient’s surrounding biliary and small bowel anatomy. Broadly defined, complex choledocholithiasis requires more than conventional ERCP with endoscopic sphincterotomy and balloon extraction approaches. Alternatively, stone extraction requiring more than one ERCP for complete stone clearance may be considered complex.5 Stone extraction can be challenging for numerous reasons (Table 1), including large stone size (>10mm), the presence of multiple stones, difficult location of stones (intrahepatic duct, cystic duct, impacted stones, stones proximal to a biliary stricture or a combination thereof), irregular stone morphology (triangular or tubular stones) and the presence of altered anatomy from prior surgical intervention or underlying disease such that access to the ampulla or bile duct is limited and/or technically challenging.2,3 Examples of anatomical factors that lead to difficult ERCP include an ampulla within a periampullary diverticulum and surgically altered anatomy such as gastrojejunostomy with Roux- en-Y reconstruction, or a history of Bilroth II surgery. In these cases, the main challenge is access to, and deep cannulation of, the bile duct. In some cases, multiple factors, including patient/anatomic and stone characteristics may contribute to complex stone disease and technically challenging stone extraction. Tailoring the approach to endoscopic stone extraction to address these specific factors that contribute to stone extraction complexity and utilizing a combination of equipment and techniques can overcome the challenge of achieving complete stone clearance in these cases. 

Prospective studies have identified a variety of factors that predict the difficulty of stone extraction by ERCP (Table 2), including a very elevated direct bilirubin, low CBD/stone diameter ratio, a short 

Techniques for Complex Biliary Stone Extraction
The most common obstacle to clearance of choledocholithiasis is the presence of large stones.4 In general, stones greater than 10mm in diameter can be considered large, however, varying definitions exist in the literature. Some studies refer to large stones as those with a diameter >15mm, others focus on the size ratio between the stone and bile duct diameter, considering a stone ‘large’ when it is larger than the diameter of the bile duct.8,9 Regardless of the size threshold used to define large choledocholithiasis, studies demonstrate that larger stone size is inversely correlated with successful clearance of the bile duct in a single ERCP.4,5,10 

When a large stone is encountered, a range of techniques may be employed to maximize the success of clearance of large and complex biliary stones. These techniques include extended endoscopic biliary sphincterotomy, mechanical lithotripsy, endoscopic papillary large balloon dilation and cholangioscopy-assisted lithotripsy and will each be reviewed in detail in this chapter. Figure 1 illustrates a case wherein multiple techniques were used to perform complex stone extraction. 

Endoscopic Biliary Sphincterotomy 

The mainstay of biliary stone extraction is endoscopic biliary sphincterotomy (ES), by which the opening of the bile duct, the sphincter choledochus, at the ampulla, is incised to allow access to the bile duct and passage of stones out of the bile duct. Understanding key features of the ampulla and sphincter of Oddi is integral to understanding the techniques that facilitate complex stone management. Successful ERCP first relies on identification of the ampulla and the surrounding sphincter of Oddi in the second portion of the duodenum. For this reason, we will briefly review relevant ampullary anatomy here. The ampulla appears as a nodular mound protruding from the lateral wall of the second duodenum, approximately 8cm distal to the pylorus.6 It is composed of a complex network of muscular fibers termed the sphincter of Oddi, which is comprised of the sphincter choledochus, the opening to the bile duct, the sphincter pancreaticus, the opening to the pancreatic duct, and the sphincter ampullae.7 The muscle fibres of the sphincter of Oddi are thick and dense, acting as the main barrier to stone expulsion. The principle of sphincterotomy is to cut through those dense fibers at the sphincter choledochus using an electrocautery current, which reduces the resistance of the biliary outflow tract by effectively shortening the sphincter length and markedly widens the biliary orifice. The decrease in resistance of the biliary outflow tract enables the passage of stones, debris and biliary sludge and also allows for the introduction of an extraction balloon into the bile duct over a wire. A balloon catheter can then be advanced over the guidewire to a point proximal to the biliary stone, inflated and withdrawn to sweep the stone and any associated debris, out of the bile duct. For stones less than 10mm, balloon extraction by this method is highly effective, however, the efficacy of this technique declines as the size of the stone increases and in cases where the stone size is larger than the size of the distal CBD diameter, dropping to a success rate of 12% for stones larger than 15mm in diameter.10 As described further in this article, additional techniques are often necessary if balloon extraction is incomplete or ineffective. 

When large stones are encountered, the first consideration is often whether the size of the sphincterotomy is adequate for stone extraction. This can be assessed, armed with the anatomical knowledge described above, by determining whether each of these sphincters has been adequately incised to maximize the size of the extraction orifice. Extension of the sphincterotomy as possible, often facilitates extraction of large stones that might otherwise require advanced approaches. Utilization of advanced stone extraction approaches such as mechanical lithotripsy with a small or inadequate biliary sphincterotomy may lead to increased trauma to and edema of the ampulla, which could become another barrier to extraction of stone fragments and may increase a patient’s risk for developing post-ERCP pancreatitis. In these cases, the next reasonable steps in management include decreasing the size of the stone(s) by fragmenting them and/or increasing the size of the biliary orifice to decrease resistance to extraction, or a combination thereof. Increasing the size of the biliary orifice beyond that of conventional endoscopic sphincterotomy can be accomplished by endoscopic papillary balloon dilation (EPBD) and endoscopic papillary large balloon dilation. Fragmentation of large stones can be achieved by various lithotripsy techniques, including mechanical, electrohydraulic and laser lithotripsy. 

Endoscopic Papillary Balloon Dilation 

EPBD was first described in 1982 as an alternative technique to biliary stone extraction with sphincterotomy.11 EPBD is performed by inserting and inflating a concentric dilation balloon up to 10mm in diameter at the ampullary orifice to dilate the biliary outflow tract and reduce the resistance to flow by dilating the entire length of the sphincter choledochus. Whereas endoscopic sphincterotomy cuts through the sphincter mechanism to shorten the sphincter length and may rarely lead to complications such as bleeding and perforation, EPBD stretches the sphincter, preserving the integrity of the sphincter mechanism, theoretically reducing the risk of bleeding, perforation and long- term reflux of intestinal contents into the biliary tract. However, the use of EPBD in stone extraction has been controversial. 

Studies initially showed that EPBD and ES techniques for choledocholithiasis were equally effective, with some studies showing higher rates of post-ERCP pancreatitis in cases where EPBD was employed, and increased rates of bleeding in cases where ES was used.12-15 A subsequent multicenter randomized control trial in the US showed that EPBD without ES was associated with significantly higher rates of adverse events compared to ES alone for stones less than 10mm in diameter. These adverse events that occurred most often in patients undergoing EPBD without ES were a higher rate of post-ERCP pancreatitis (15.4% vs. 0.8%) and two mortalities in the EPBD group.16 The postulated reason for the higher rates of pancreatitis after EPBD is that the radial force exerted by the dilation balloon extends to the sphincter pancreaticus, which may lead to subsequent pancreatic outflow obstruction from tissue edema leading to functional obstruction of the sphincter. Meta-analyses align with the multicenter randomized controlled trial data, finding that EPBD alone, specifically in the absence of sphincterotomy, is associated with higher rates of post-ERCP pancreatitis and, in some cases, lower success rates compared to ES.17,18 Newer data suggest that longer dilation times up to five minutes vs. one minute may reduce adverse events associated with EPBD.19,20 While the risk of EPBD may appear to outweigh the benefits of using EPBD, it may have a role in patients with uncorrected coagulopathy, where the risk of bleeding from ES is high. Still, EPBD may cause local tissue trauma that can result in bleeding for these high bleeding risk patients as well. When ampullary bleeding is encountered in post-EPBD patients who do not have a prior sphincterotomy, endotherapy for hemostasis may be relatively limited as most hemostasis techniques rely upon access to the actual sphincterotomy site itself. 

Sphincterotomy with Papillary Balloon Dilation
Although the risk profile of EPBD without sphincterotomy is unfavorable in most cases of choledocholithiasis, papillary balloon dilation is still a relevant technique for endoscopic biliary stone clearance and is a useful technique in the management of complex stone disease. A significant limitation to EPBD is the ability to dilate the biliary orifice only up to limited sizes, i.e. 10mm, therefore the technique has been innovated over the years to overcome that with a technique called endoscopic papillary large balloon dilation (EPLBD). EPLBD is a technique whereby a limited or incomplete ES is performed, immediately followed by a large balloon dilation (to >12mm) of the biliary orifice. It was first described in 2003 by Ersoz et al.21 The rationale for this method is that large 

balloon dilation can stretch the biliary orifice to diameters larger than 12mm, facilitating large stone extraction. Furthermore, performing the dilation after an ES reduces the radial force and associated trauma of the balloon dilation to the ampulla and sphincter pancreaticus when subsequent additional techniques (e.g. Lithotripsy, balloon extraction) are performed, thereby decreasing the risk of pancreatitis. Figure 2 illustrates a case wherein EPBD was used successfully as an adjunct to sphincterotomy for complex stone extraction. 

Since the advent of EPLBD, multiple studies have demonstrated that EPLBD with a limited ES is equally effective as standard ES with conventional stone extraction techniques, with decreased costs, decreased need for mechanical lithotripsy and lower rates of cholangitis.22-24 Subsequent systematic reviews have demonstrated that EPLBD is effective and associated with lower risks of bleeding, perforation and overall complications.25-29 

Large balloon dilation alone may be an appropriate approach to large stones in patients who have an increased risk of bleeding or perforation from sphincterotomy, but in practice this is rarely performed.30,31 

With data supporting the use of EPLBD, international consensus guidelines were published in 2016.32 The consensus statements from the guidelines based on level 1 evidence is presented in Table 3 below. 

While these consensus statements serve as a general guide of how to apply EPLBD, there are several details about the technique in complex biliary stone disease that remain unaddressed in the literature, such as the duration of balloon dilation and optimal size of balloon inflation/dilation, the level at which dilation should ideally occur (e.g., ampulla, distal CBD and ampulla) and whether ES is necessary prior to EPBLD. General rules of thumb are to avoid EPLBD in cases where there is a CBD stricture and to size the balloon to no more than the maximal diameter of the bile duct just proximal to the ampulla to avoid complications such as perforation and bile duct injury. From the evidence thus far, it appears that EPLBD is a technique that is especially useful in situations where ES may be high risk, for instance in cases where the patient is coagulopathic, there is the presence of a peri-ampullary diverticulum making the risk of perforation with ES high and in cases of surgically altered anatomy where a biliary anastomosis is present rather than an ampulla. 

It is also worth noting that EPBD and EPLBD can be performed in patients with a prior complete, and not just a limited, biliary sphincterotomy. Many times, a patient is referred who has undergone a prior biliary sphincterotomy and may warrant a balloon dilation. It is fully within the standard of care to perform these balloon dilations even if the extent of the prior sphincterotomy is unknown as long as some degree of sphincterotomy has been performed. 

Mechanical Lithotripsy 

Along with balloon extraction, mechanical lithotripsy is one of the most frequently applied techniques for clearance of choledocholithiasis. It was first described in 198233 and, since its initial description, mechanical lithotripters have been continuously innovated to exert and withstand high tensile forces to fragment large biliary stones. In general, mechanical lithotripters are comprised of a metal basket (of various sizes and with several shapes available) in a plastic sheath within a metal sheath. The lithotripter is advanced over a guidewire into the bile duct and is then opened in the bile duct, maneuvered to capture biliary stones within the basket and then closed using external mechanical closure to crush the stones. 

Mechanical lithotripsy is widely available, effective and inexpensive compared to other techniques for stone fragmentation and extraction; however, it does require skill and time to maneuver the stones within the basket wires to capture and crush them. Still, the success rates of bile duct clearance using mechanical lithotripsy is up to 84% at index ERCP (34-39) and up to a 90-98% cumulative success rate with multiple sequential ERCPs.34,35,37  Predictors of unsuccessful mechanical lithotripsy are large stone size, impacted stones and stones with a high stone/bile duct diameter ratio.38,39 Each of these factors associated with unsuccessful mechanical lithotripsy is associated with potential difficulty maneuvering the basket around stones within the bile duct. Techniques to optimize the success of mechanical lithotripsy have been described and include opening the basket below the level of the stone, then advancing the basket to capture the stone, and using short-term biliary stents to potentially erode and fragment a large stone and render it more amenable to mechanical lithotripsy during a subsequent ERCP session. A randomized trial studying optimal basket technique showed that opening the basket below the stone instead of above it, increased the capture rates from 33.3% to 94.1%.40 

While the adverse events associated with mechanical lithotripsy are similar to those associated with other stone extraction techniques, such as bleeding, perforation, pancreatitis and cholangitis, a complication specific to the use of mechanical lithotripsy is impaction. After stone capture, basket impaction can develop when the lithotripter handle is actuated to crush the stone; however, the basket ruptures at either the distal or the proximal end of the tool. If the basket ruptures at the distal end, it is retrievable as it remains connected to the sheath proximally. If the proximal end of the basket ruptures, or the basket fails to rupture but cannot crush or release the stone, special retrieval maneuvers such as using a second basket as a salvage device, extending the sphincterotomy and retrieving the basket using grasper forceps, laser or electrohydraulic lithotripsy, cholangioscopy and retrieval or using a large external lithotripter may be utilized, with varying rates of success for each approach.42-45 

The rate of basket impaction was previously reported to be 5.9%,46-48 however, with advances in lithotripter design, the incidence of basket impaction is now reported to be lower, approximately 0.8% in one study.49 Predictors of basket impaction and unsuccessful mechanical lithotripsy have been reported to be large stone size, typically over 25mm,36,50 multiple stones50 and impacted stones in the bile duct leading to inadequate space to manipulate the lithotripsy basket between the stones and the bile duct walls.38 

Electrohydraulic and Laser Lithotripsy 

In cases requiring fragmentation of biliary stones prior to extraction, electrohydraulic (EHL) and laser lithotripsy are alternatives to mechanical lithotripsy. Both of these lithotripsy approaches are accomplished via cholangioscopy. Cholangioscopy is a technique wherein direct visualization of the bile duct and management of intraductal pathology is possible using either direct peroral cholangioscopy (DPOC) with an ultraslim endoscope or as single-operator catheter-based digital cholangioscope (SpyGlass DS; Boston Scientific, Natick, MA, USA). While EHL and laser lithotripsy can be accomplished by either method of cholangioscopy, the more commonly applied method of direct intraductal visualization is via the single-operator digital cholangioscope, which has a 10Fr catheter containing a 1.2mm working channel and an irrigation port. This single operator digital cholangioscope can be inserted into the duodenoscope working channel and controlled by a single endoscopist using four- way steering knobs. The newer iterations of the system allow for high-resolution images and easy setup. Application of the technique, however, is limited by availability and cost. There is high biliary cannulation and intervention success rates with the use of this catheter-based system, as it is easier to manipulate and maintain positional stability relative to use of an ultraslim endoscope for direct peroral cholangioscopy. In the latter, there can be significant looping of the endoscope in the stomach, leading to limited mechanical advantage for maneuvering and resulting in a more challenging cannulation.51,52 Various tools have been developed to facilitate direct peroral cholangioscopy, such as the use of overtubes and anchoring balloons to stabilize the endoscope and improve biliary cannulation rates,53-56 however, this approach remains a cumbersome technique and carries a risk of gas embolism from insufflation of the biliary system, although it is felt that gas embolism is less like to occur when using carbon dioxide for insufflation. This rare but catastrophic adverse event associated with DPOC may be fatal.57,58 For these reasons, DPOC has become a less commonly utilized technique. 

Cholangioscope-facilitated lithotripsy using either the DPOC or the digital single-catheter based cholangioscope, involves the direct intraductal application of energy to fragment biliary stones. This is achieved by two modalities of energy application: electrohydraulic lithotripsy (EHL) and pulsed laser lithotripsy (LL). 

Electrohydraulic Lithotripsy (EHL) 

In EHL, a coaxial bipolar device generates sparks suspended in a liquid medium (saline) that, consequently, produces a hydraulic pressure wave that causes stone fragmentation. The EHL probe is advanced through either the working channel of the ultraslim endoscope in DPOC, or the working channel of the single-operator catheter-based cholangioscope. The tip of the probe should be approximately 2mm from the target stone to be effective, but ideally should not be in physical contact with the stone. EHL should be performed after saline instillation to facilitate conduction and optimal stone fragmentation. Contact of the catheter tip to the stone is unnecessary as it is the pressure waves generated in the medium that induce fragmentation (Figure 3). 

Laser Lithotripsy (LL) 

In LL, a quartz fiber is advanced through the working channel and a pulsed laser energy generator is used to deliver laser pulses at a specific wavelength, leading to creation of a mechanical shockwave adjacent to the stone. Contact between the laser tip and the stone is not necessary, as the shockwave is responsible for fragmentation. 

In terms of efficacy, cholangioscope-facilitated laser lithotripsy by either the DPOC or digital cholangioscopy is successful in 78-100% of cases according to a recent meta-analysis, with an overall stone clearance rate of 88% and an adverse event rate of 7%.59 In a large multicenter study of 407 patients using the digital cholangioscope (SpyGlass DS; Boston Scientific) with EHL and LL, index biliary clearance was achieved in 77.4% of cases (74.5% EHL and 86.1% LL) and overall clearance achieved in 97.3% of cases (96.7% EHL and 99% LL).60 In the latter study, EHL was used three times more frequently than LL, however, EHL required longer procedure times than LL (74 vs. 50 minutes).60 

These lithotripsy modalities are useful in settings where ML is unlikely to provide adequate stone fragmentation or has been tried without success; for example, in patients with stone size over 2cm, impacted stones, stones in locations that are challenging for extraction such as in Mirizzi syndrome, stones proximal to biliary strictures or in intrahepatic or cystic ducts. Another advantage of EHL or LL over ML is that these approaches are performed under direct visualization, which may reduce the risk of bile duct wall damage which is, admittedly, rare. 

There are a few maneuvers than can be employed to optimize the success of EHL or LL via cholangioscopy. First and foremost, patient safety is a key factor, and in cases where significant irrigation of the bile duct is necessary, airway protection with intubation should be considered. In addition, antibiotic prophylaxis to prevent cholangitis is recommended in all cases where cholangioscopy-facilitated lithotripsy is performed, due to the increased risk of cholangitis reported with the use of this modality.61 This increased risk of cholangitis may relate to stone fragmentation, coupled with saline insufflation within the bile duct that raises intra-biliary pressures and increases the potential for bacterial translocation and bacteremia. Other technical tips include advancing the cholangioscope deep into the bile duct to provide a straighter passage for the lithotripsy catheter by decreasing pressure at the elevator of the duodenoscope, or inserting the catheter through the cholangioscope prior to insertion of the cholangioscope into the bile duct and minimizing contrast injection to improve direct visualization without the need for copious irrigation of the bile duct to clear injected contrast. 

Extracorporeal shock wave lithotripsy can also be performed to assist with stone dissolution in addition to ERCP and may improve clearance at subsequent ERCP, though this approach is most commonly utilized for pancreatic duct stones that are refractory to EHL, however, biliary applications of this lithotripsy approach have been reported in a limited manner.64-66 

Biliary Stenting 

If there is evidence of residual stone disease or significant concern for incomplete clearance of stone fragments after lithotripsy, a biliary stent is typically placed to secure biliary drainage until complete eradication of choledocholithiasis can be performed, with the proximal end of the biliary stent extending above the stone/fragments to ensure ongoing drainage of bile from the duct. The rate of endoscopic clearance of complex stones at an index ERCP is 80% and approaches an overall success rate of 99%,62 thus endoscopic management has largely replaced surgical and percutaneous management of biliary stone disease. However, endoscopists should recognize the limitations of endoscopic management and individualize the approach to patient-specific factors as well as recognizing and informing the patient that complete biliary clearance may not be achieved at an index procedure. In the setting of abundant or complex stone disease, in many cases it is reasonable to achieve partial stone clearance and place a biliary stent to ensure biliary drainage, with the intention of repeating the ERCP for full stone clearance. Such an approach may be the safest, most effective way to manage complex stone disease in patients who are elderly or have co-morbidities, or who may be at high risk of procedural complications. It also ensures drainage to prevent cholangitis and may improve changes of successful clearance at subsequent ERCP. 

There are data suggesting that in the interim between procedures, biliary stenting along with ursodeoxycholic acid and terpene may lead to improved clearance compared to stenting alone,63 however, in our experience this is rarely utilized in modern endoscopic practice 

In general, plastic stents are placed for the purpose of maintaining biliary drainage between procedures. Anecdotal reports indicate that the presence of these plastic biliary stents may fragment and promote clearance of residual stones, however, data surrounding this theory are limited. There are, however, data that demonstrate some success with the placement of fully-covered self- expandable metal stents for a longer in-dwelling time (up to six months) for management of complex stone disease.67,68 The placement of fully-covered metal stents for a longer in-dwelling time may be applicable in cases where a benign distal biliary stricture is present in addition to complex stone disease. In the end, the choice of stent type is left to the endoscopist. 

Regardless of the specific endoscopic strategy used to manage complex biliary stone disease, maintenance of biliary drainage for patient safety is of critical importance. In some clinical scenarios, management of complex stone disease is optimally accomplished with multiple procedures, employing various techniques for bile duct clearance and minimizing the duration and anesthesia time of any single procedure. 

Stone Eradication in Patients with Altered Anatomy
Complex biliary stone disease in patients with surgically altered anatomy poses a significant challenge to endoscopists. Obtaining access to the biliary tree in patients who have undergone prior Billroth 2, Whipple, Roux-en-Y hepaticojejunostomy and Roux-en-Y gastric bypass surgeries may be cumbersome due to the inability to use standard duodenoscopes, the need for deep enteroscopy, lower success rates of ampulla cannulation/biliary access and limitations on the use of standard equipment through enteroscopes. The first step in devising an endoscopic strategy for ERCP in the setting of surgically altered anatomy is to understand the details of the patient’s history and anatomy in as much detail as possible and to correlate that with current imaging prior to undertaking the procedure. 

Hepaticojejunostomy and Roux-en-Y gastric bypass anatomies are particularly challenging because they often require deep enteroscopy- assisted ERCP to reach the ampulla. In a multicenter study, the success rate is reported to be 63% in those cases and there was a relatively high adverse event rate of 12.4%.69 Percutaneous biliary access and laparoscopy-assisted ERCP via a gastrostomy have higher success rates in such cases. However, they are fraught with other challenges, including long-term catheter-related complications in percutaneous therapy reported to be up to 25%70,71 and the invasiveness of laparoscopy-assisted ERCP with adverse event rates of up to 36%.72-74 Another consideration with respect to laparoscopy-assisted ERCP is whether or not repeat procedures will be necessary and the percutaneous access that will be necessary for these subsequent procedures. 

Alternatives to laparoscopic and percutaneous biliary access in post-Roux-en-Y gastric bypass anatomy include EUS-guided biliary access. EUS- directed transgastric ERCP (EDGE) has been described as minimally-invasive technique for ERCP in this setting. It involves placing a lumen- apposing metal stent to create a gastro-gastric or gastro-jejunal fistula, effectively reversing the Roux-en-Y gastric bypass such that a standard duodenoscope can be used to access the bile duct. In a multicenter study, EDGE was shown to be non-inferior to laparoscopy-assisted ERCP in efficacy and safety and was associated with shorter lengths of hospital stay as well as procedure time.75 A common concern with respect to EDGE is the potential for weight gain after reversal of the Roux-en-Y gastric bypass, however, there is data to suggest that patients actually lose weight after EDGE,75 and the reversal is temporary. In general, weight gain has not proved to be a clinical issue of concern. 

EUS-guided biliary access can also be applied to patients who have a hepaticojejunostomy. EUS can be used to localize and create a hepaticoenterostomy from the left intrahepatic biliary tree from either the stomach or jejunum, using a fully-covered metal stent, after which an ultraslim endoscope or cholangioscope can be used to access the bile duct from an antegrade approach and stones can be treated. Typically, this approach is performed at expert centers, however, it may become more widely applied in the future as experience with the technique increases. EUS- guided hepaticoenterostomy has been associated with improved clinical outcomes and fewer adverse events compared to percutaneous biliary drainage in meta-analysis.76 In addition, EUS-guided approaches may offer a quality-of-life advantage over percutaneous biliary drainage. 

In post-Whipple anatomy, the bilioenteric anastomosis can be accessed with a colonoscope in up to 84% of cases.77 In patients with Billroth 2 anatomy, a duodenoscope can be used to reach the ampulla, however, the cannulation rate is variable, reported to be between 49-92%, which in some part is due to the inverted orientation of the ampulla in that scenario. Rotatable and straight catheters are usually used to access the ampulla from the inverted position. Once the biliary orifice is cannulated, sphincterotomy can be challenging but can usually be accomplished. EPLBD may be a useful technique to employ in these patients.78 A major adverse event to consider in Billroth 2 anatomy is the risk of perforation at the gastrojejunal anastomosis, which reportedly occurs in up to 3.6% of cases.79 

Endoscopic techniques for the management of choledocholithiasis in altered anatomy are ever- evolving and as EUS-guided approaches and devices designed for altered anatomy are further developed, endoscopic therapy will be more accessible to this patient population.

Endoscopic Management of Choledocholithiasis in Challenging Locations
Choledocholithiasis in the intrahepatic biliary ducts, around acute angulations in the bile duct or proximal to a biliary stricture pose a significant challenge to endoscopic stone removal by ERCP. Hepatolithiasis, or choledocholithiasis within the intrahepatic biliary tree, is arguably the most challenging type of complex stone disease to manage endoscopically, not only due to the proximal location of the choledocholithiasis, but also because in many cases these stones are associated with intrahepatic bile duct strictures. The presence of both stone disease and intrahepatic bile duct strictures are a main factor in endoscopic treatment failure due to inadequate access or inability to extract the stones. In these cases, management of the stricture through dilation or serial stent placement and dilation is often necessary to facilitate stone extraction. This can lead to the need for multiple ERCPs prior to even attempted stone extraction. Risk factors for hepatolithiasis include primary sclerosing cholangitis, hepatic artery ischemia, surgical bile duct injuries, foreign bodies, hemolytic disorders, prior liver transplantation, and gallstone disease. Stones in these locations may also form primarily within the liver. When choledocholithiasis in challenging locations is encountered, the standard tool kit for stone extraction, described early in this article, is typically applied; however, serial management of obstacles to stone clearance, such as strictures between the duodenoscope and the stone, must be managed first to accomplish stone clearance. 

CONCLUSION

In conclusion, management of choledocholithiasis has evolved substantially in the last three decades, with endoscopic stone extraction replacing open bile duct exploration surgery and percutaneous biliary drainage. The vast majority of biliary stones are readily extracted by ERCP with the conventional techniques of endoscopic sphincterotomy and balloon extraction, however, extraction proves to be more challenging in approximately 10%-15% of cases in which the stone disease is complex. 

As choledocholithiasis management further evolves, multi-center and population level analyses of complex stone disease management during ERCP will be informative and help guide the continued evolution of endoscopic biliary interventions. the ampulla, however, the cannulation rate is variable, reported to be between 49-92%, which in some part is due to the inverted orientation of the ampulla in that scenario. Rotatable and straight catheters are usually used to access the ampulla from the inverted position. Once the biliary orifice is cannulated, sphincterotomy can be challenging but can usually be accomplished. EPLBD may be a useful technique to employ in these patients.78 A major adverse event to consider in Billroth 2 anatomy is the risk of perforation at the gastrojejunal anastomosis, which reportedly occurs in up to 3.6% of cases.79 

Endoscopic techniques for the management of choledocholithiasis in altered anatomy are ever- evolving and as EUS-guided approaches and devices designed for altered anatomy are further developed, endoscopic therapy will be more accessible to this patient population.

Endoscopic Management of Choledocholithiasis in Challenging Locations
Choledocholithiasis in the intrahepatic biliary ducts, around acute angulations in the bile duct or proximal to a biliary stricture pose a significant challenge to endoscopic stone removal by ERCP. Hepatolithiasis, or choledocholithiasis within the intrahepatic biliary tree, is arguably the most challenging type of complex stone disease to manage endoscopically, not only due to the proximal location of the choledocholithiasis, but also because in many cases these stones are associated with intrahepatic bile duct strictures. The presence of both stone disease and intrahepatic bile duct strictures are a main factor in endoscopic treatment failure due to inadequate access or inability to extract the stones. In these cases, management of the stricture through dilation or serial stent placement and dilation is often necessary to facilitate stone extraction. This can lead to the need for multiple ERCPs prior to even attempted stone extraction. Risk factors for hepatolithiasis include primary sclerosing cholangitis, hepatic artery ischemia, surgical bile duct injuries, foreign bodies, hemolytic disorders, prior liver transplantation, and gallstone disease. Stones in these locations may also form primarily within the liver. When choledocholithiasis in challenging locations is encountered, the standard tool kit for stone extraction, described early in this article, is typically applied; however, serial management of obstacles to stone clearance, such as strictures between the duodenoscope and the stone, must be managed first to accomplish stone clearance. 

CONCLUSION

In conclusion, management of choledocholithiasis has evolved substantially in the last three decades, with endoscopic stone extraction replacing open bile duct exploration surgery and percutaneous biliary drainage. The vast majority of biliary stones are readily extracted by ERCP with the conventional techniques of endoscopic sphincterotomy and balloon extraction, however, extraction proves to be more challenging in approximately 10%-15% of cases in which the stone disease is complex. 

As choledocholithiasis management further evolves, multi-center and population level analyses of complex stone disease management during ERCP will be informative and help guide the continued evolution of endoscopic biliary interventions. 

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  66. Shah RJ, Smolkin M, Yen R, et al. A multicenter, U.S. experience of single- balloon, double-bal­loon, and rotational overtube-assisted enteroscopy ERCP in patients with surgically altered pancre­aticobiliary anatomy (with video). Gas- trointest Endosc 2013;77(4):593–600.
  67. Kedia P, Sharaiha RZ, Kumta N a, et al. Endoscopic gallbladder drainage compared with percutaneous drainage. Gastrointest Endosc 2015;82(6): 1031–6.
  68. Kint JF, van den Bergh JE, van Gelder RE, et al. Percutaneous treatment of com- mon bile duct stones: results and complications in 110 consecu­tive patients. Dig Surg 2015;32(1):9–15.
  69. Schreiner MA, Chang L, Gluck M, et al. Laparoscopy-assisted versus balloon enteros­copy-assisted ERCP in bariatric post-Roux-en-Y gastric bypass pa- tients. Gastrointest Endosc 2012;75(4):748–56.
  70. Frederiksen NA, Tveskov L, Helgstrand F, et al. Treatment of common bile duct stones in gas­tric bypass patients with laparoscopic transgastric endoscopic retrograde cholangiopancreatography. Obes Surg 2017. https://doi.org/10. 1007/s11695- 016-2524-2.
  71. Gutierrez JM, Lederer H, Krook JC, et al. Surgical gastrostomy for pancreatobiliary and duodenal access following Roux en Y gastric bypass. J Gastrointest Surg 2009;13(12):2170–5.
  72. Kedia P, Tarnasky PR, Nieto J, et al. EUS-directed transgastric ERCP (EDGE) versus laparoscopy-assisted ERCP (LA-ERCP) for Roux-en-Y Gastric bypass (RYGB) anatomy: a multicenter early comparative experience of clinical outcomes. J Clin Gastroenterol 2018. https://doi.org/10.1097/ MCG.0000000000001037.
  73. Sharaiha RZ, Khan MA, Kamal F, et al. Efficacy and safety of EUS-guided biliary drainage in comparison with percutaneous biliary drainage when ERCP fails: a systematic review and meta-analysis. Gastrointest Endosc 2017;85(5):904–14.
  74. Chahal P, Baron T, Topazian M. Endoscopic retro­grade cholangiopancreatography in post-Whipple patients background. Endoscopy 2006;38:1241–5.
  75. Nakai Y, Kogure H, Yamada A, et al. Endoscopic management of bile duct stones in patients with sur­gically altered anatomy. Dig Endosc 2018;30:67– 74.
  76. Park TY, Bang CS, Choi SH, et al. Forward-viewing endoscope for ERCP in patients with Billroth II gas­trectomy: a systematic review and meta-analysis. Surg Endosc 2018;32(11):4598–613.
  77. Fukino N, Oida T, Kawasaki A et al.. Impaction of a lithotripsy basket during endoscopic lithotomy of a common bile duct stone. World J Gastroenterol 2010; 16 (22): 2832-2834.
  78. Tao T, Zhang M, Zhang Q-J, et al. Outcome of a session of extracorporeal shock wave lithotripsy before endoscopic retrograde cholangiopancre­atography for problematic and large common bile duct stones. World J Gastroenterol 2017; 23(27):4950.
  79. Han J, Moon JH, Koo HC, et al. Effect of biliary
     

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Acute Severe Ulcerative Colitis

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Acute severe ulcerative colitis (ASUC) will affect at least one in four patients with ulcerative colitis,

requiring hospitalization and induction therapy to achieve remission. The initial assessment should

include measurement of inflammation, testing for infection, and evaluating for toxic megacolon. All

patients will need prophylaxis against venous thromboembolism, and most will require significant

IV hydration. Early endoscopy with biopsies will rule out cytomegalovirus (CMV) and herpes

simplex virus (HSV) and help assess severity. First line therapy with intravenous corticosteroids

is effective in 2/3rds of patients, while rescue therapy with cyclosporine or infliximab is effective

in 80% of the remaining 1/3rd. Roughly 10% will require colectomy in the initial hospitalization,

and another 5% will need a colectomy in the next 90 days. Close monitoring after discharge and

timely adjustment of maintenance therapy to maintain remission is essential in these high-risk

patients. First line small molecule therapies in high-risk patients may help reduce colectomy rates.

How is severe UC defined?  

Severe ulcerative colitis was defined by Truelove and Witts in 19551 which reported on the use of cortisone in severe UC. Severe UC was defined as six or more bowel movements per day with visible blood in stools, and one or more of the following: fever > 100F/37.8C, tachycardia > 90 bpm, anemia (hemoglobin<= 10.5), or an ESR >= 30 mm per hour. Neither C-reactive protein (CRP) nor fecal calprotectin (FCP) were standard measurements in 1955. Kedia, et al.2 used the Truelove and Witts criteria to validate a laboratory definition of severe UC and found that an FCP > 782 mcg/g of stool could identify severe UC with a sensitivity of 84% and a specificity of 88%. CRP is often elevated in severe UC, and when positive, can be followed daily as a marker of response to therapy. FCP and ESR change more slowly than CRP and are less helpful as rapid dynamic markers of response to therapy. 

What is acute severe UC? 

In theory, acute severe UC indicates a flare of rapid onset, but the rapidity is not defined. As a practical definition, we generally define patients hospitalized for severe flares as having acute severe UC. In practice, this may include some patients with more chronic, ongoing flares, who have not responded to outpatient steroids or previous inpatient therapy with IV corticosteroids. These patients who have failed prior steroids (and/or prior biologics) are at particularly high risk for colectomy. 

Admission and initial assessment 

The initial assessment should include measurement of inflammation with CRP and FCP, testing for infection, usually including Clostroides difficile testing and a stool polymerase chain reaction (PCR) panel for enteric infection, and evaluating for toxic megacolon with abdominal x-ray, a complete blood count and differential, chemistries to detect baseline electrolyte and liver problems, and physical exam for toxic megacolon and dehydration. 

Infection with C. diff can be detected with PCR and antigen testing for toxin, though detected C. diff may be merely colonization, may activate a UC flare, or may be the primary driver of diarrhea. Decisions about when to treat C. diff and hold corticosteroid therapy can be difficult. In general, mild inflammation and a positive toxin antigen test should favor treatment with vancomycin for C. diff without starting steroids. A sigmoidoscopy more consistent with UC rather than C. diff, and a lack of substantial improvement on vancomycin after 48 hours should trigger initiation of corticosteroids. The absence of toxin antigen, more severe inflammation, and a scope consistent with active UC should favor early initiation of corticosteroids, even if this means co-treatment with vancomycin to cover Clostroides difficile

Stool PCR testing for other enteric infections and PCR for CMV are controversial, as many of the positive tests will be “red herrings” in the setting of a UC flare and may not be driving the clinical presentation. The presence of nausea or vomiting in the setting of a positive norovirus test suggests that this is a real infection, and occasional E. coli infections do occur in UC, particularly with recent steroid exposure. Very high CMV titers confirmed on biopsy can be primary CMV infections, especially after an extended course of corticosteroids. C. diff remains the most common colonic infection in UC and should be suspected as the primary driver when diffuse abdominal pain and fever are present and minimal or no blood in stool is seen. 

The initial abdominal film should be evaluated for colonic thumbprinting and the presence of free air under the diaphragm. Ideally these should be rare when patients present early in a flare, but the risk of perforation rises over time in patients who have failed outpatient or inpatient steroid therapy, and this is especially important in readmissions or hospital transfers. An abdominal exam suspicious for rebound, or a very high (or surprisingly low) white blood cell count with thumbprinting should precipitate an early call to your surgical colleagues to get them on board. 

Risk assessment 

Patients with ASUC are at increased risk of colectomy if they have failed prior steroids or biologics, are younger or former smokers, require early admission after diagnosis, have extensive colitis or deep ulcerations, have high CRP and ESR, or have low hemoglobin or albumin. The number of positive Truelove and Witts additional criteria (anemia, fever, tachycardia, ESR) have also been shown to be predictive of colectomy (Table 1).3 Early endoscopy (usually a flexible sigmoidoscopy with biopsies in the first 12 hours) can help prognosticate severity, and biopsies can help rule out CMV and HSV as infectious causes of colitis. 

Empiric therapy and prevention of complication 

All acute severe UC patients should receive empiric therapy to improve their symptoms and prevent complications. All patients should receive medical prophylaxis for venous thromboembolism, as both active severe UC and the use of corticosteroids increase the risk of venous thromboembolism (VTE). Patient mobility should not be a reason to avoid therapy with enoxaparin or unfractionated heparin, as these risk factors are unchanged by mobility. Confirm daily dosing with the patient, the responsible, nurse, and the medication administration record. 

Nearly all patients will be dehydrated upon admission, due to self-restriction of food and fluids to reduce bowel moments, in addition to many watery bowel movements. This should be ameliorated with infusion of IV fluids initially at 1 L per hour until thirst is no longer present, and urine output is frequent and clear. Patients with heart failure, renal failure, or other contraindications to volume infusion should be started at a lower rate and monitored closely. 

Most patients will have a limited appetite at the time of admission and should not force food intake. Many will be able to tolerate small amounts of high protein liquid nutrition, e.g., Boost or Ensure, until their appetite returns. When able to tolerate food, patients should start slowly with a high protein, low residue diet, often provided as a high protein breakfast at each meal and advance to full diet as tolerated. Many patients have severe urgency at theinitial presentation, and can benefit from a bedside commode, and twice daily 5-ASA suppositories to reduce this symptom. Patients in the hospital benefit from protected sleep time. Consider providing night quiet hours, limiting vitals and blood draws when possible, and dosing intravenous steroids early in the day (e.g., 6 AM and 2 PM for bid dosing) to reduce sleep disturbance. Discuss with each patient the common side effects of steroids and their effects on sleep, anxiety, depression, and PTSD. Each inpatient stay is also an opportunity for education, particularly on therapies for UC and surgical options for UC. Encourage patients to keep a pad and pen nearby to write down questions during the day. I often use the IBD School videos on YouTube to address particular education topics tailored to each patient. 

First line therapy 

When patients are first admitted to the hospital, and infection testing is pending, first line therapy with methylprednisolone, a corticosteroid, at a standard dose of 30 mg bid, is recommended. There is no evidence that doses higher than 1 mg per kilogram per day add any benefit. Alternative dosing schedules of once daily, three times daily, four times daily, or continuous dosing do not seem to have any additional benefit, though more frequent dosing may interfere with sleep. 

Over time, an increasing number of ASUC patients are presenting with prior biologic (usually anti-TNF) failure. Recent case-control data in high-risk patients with prior biologic failure treated with first line tofacitinib 10 mg three times daily in combination with intravenous solumedrol suggest initial presentation, and can benefit from a bedside commode, and twice daily 5-ASA suppositories to reduce this symptom. Patients in the hospital benefit from protected sleep time. Consider providing night quiet hours, limiting vitals and blood draws when possible, and dosing intravenous steroids early in the day (e.g., 6 AM and 2 PM for bid dosing) to reduce sleep disturbance. Discuss with each patient the common side effects of steroids and their effects on sleep, anxiety, depression, and PTSD. Each inpatient stay is also an opportunity for education, particularly on therapies for UC and surgical options for UC. Encourage patients to keep a pad and pen nearby to write down questions during the day. I often use the IBD School videos on YouTube to address particular education topics tailored to each patient. 

First line therapy 

When patients are first admitted to the hospital, and infection testing is pending, first line therapy with methylprednisolone, a corticosteroid, at a standard dose of 30 mg bid, is recommended. There is no evidence that doses higher than 1 mg per kilogram per day add any benefit. Alternative dosing schedules of once daily, three times daily, four times daily, or continuous dosing do not seem to have any additional benefit, though more frequent dosing may interfere with sleep. 

Over time, an increasing number of ASUC patients are presenting with prior biologic (usually anti-TNF) failure. Recent case-control data in high-risk patients with prior biologic failure treated with first line tofacitinib 10 mg three times daily in combination with intravenous solumedrol suggest a significant reduction of colectomy rates (Figure 1) with aggressive first line therapy.4 

All patients should be advised that colectomy is a reasonable option even at first line, as some patients will choose a one-time colectomy over lifelong maintenance medication. It is important for all patients to meet the local colorectal surgeons, usually on day two of admission, and to meet the wound care ostomy nurse, who will mark a site for optimal ostomy placement. A key part of patient education is to establish that colectomy is a reasonable therapeutic option, and to re-emphasize this regularly during the course of the hospital stay. 

Reassessment at 72 hours 

Patients should be monitored closely during their first 72 hours on steroids, including daily measurements of CRP, and tracking of bowel movements. The patient should be counseled on the options of colectomy and rescue therapy and should be prepared to make a decision on the next step if needed at 72 hours. There are three indices developed to estimate the likelihood of success of intravenous, steroids, and 72 hours. The CRP should be collected at 72h on steroids, and the most recent 24-hour bowel movement count used to calculate the Travis, Lindgren, and Ho prognostic indices, as described in the Michigan Severe UC Protocol.5 If these all indicate low risk of colectomy, you should plan a transition to oral corticosteroids, advance to full diet, and plan for a maintenance therapy. If any one of these indices indicates high risk, the patient should be prepared to choose between colectomy and rescue therapy, so that either option can be started in a timely fashion. 

Rescue therapy options 

The two best studied rescue therapies after corticosteroids have failed in ASUC are cyclosporine and infliximab, which had equivalent 98-day outcomes in the CYSIF trial. One of the challenges of starting any biologic medication in ASUC is the protein leak across the damaged colon. Infliximab has been shown to leak into stool effluent at a high rate, lowering drug levels in ASUC patients. Small molecules (methylprednisolone, cyclosporine, Jak inhibitors), in contrast, bind to receptors inside of cells. This lowers their serum level, and the amount of drug available to leak out of the colon. This makes the small molecules more attractive for induction of remission in ASUC. Limited data from a GETAID study suggest a high (79% at 3 months) success rate with tofacitinib after prior corticosteroid and biologic failure.6 

A second problem with using biologics for induction of remission in ASUC is the low trough levels that frequently result with a leaky colon. Particularly for older biologics prone to formation of anti-drug antibodies like infliximab, this increases the risk of forming blocking antibodies, making it more attractive to achieve induction with small molecules, and start biologics after the colon leak has been slowed. 

The third limitation of using a biologic for rescue therapy is that these drugs have a long half-life and tend to stay around for weeks at a time. If one is considering salvage therapy with a different medication, this compounds immunosuppression from steroids, the biologic rescue drug, and the addition of a 3rd salvage drug. It is usually wiser to use small molecules with more rapid washout for first and second line therapy if a 3rd line salvage therapy is being considered. 

Assessing rescue therapy 

The outcome from rescue therapy should be assessed between 72 and 108 hours after initiation. Daily CRP and a repeat FCP will be helpful, as these should continue to trend downward and enter the normal range. Bleeding in bowel movements should cease, and the number of bowel movements should be reduced. If bowel symptoms plateau, and CRP and/or FCP rise, these are bad prognostic signs, and generally mean colectomy in the very near future. In patients who have been on corticosteroids for some time and have a worsening of inflammation, it can be worth rechecking for CMV and/or rescoping with a flexible sigmoidoscopy to help inform the decision about colectomy. 

Should you salvage? 

Some patients, especially those new to ulcerative colitis, may resist the idea of colectomy, even after failure of corticosteroids and rescue therapy. The plan for next option should be an ongoing discussion during rescue therapy, with clear recommendation of colectomy as the standard of care. Salvage therapy entails significant risks, with multiple immunosuppressive medications that increase the risk of both infection and death. There are very limited data on salvage therapy with a 3rd immunosuppressive medication and some case series have documented high rates of infection, and occasional deaths. These risks may be decreased by the rapid washout of prior small molecules and may be increased by prior biologic therapies with long half-lives. 

Patients need to be aware of the risks of multiple immunosuppression, and there must be a clear plan for an exit to a long-term maintenance therapy that is acceptable to the patient before any salvage therapy is attempted. It must be clear to both the patient and the provider colectomy is the standard of care after failure of rescue therapy, as the data on salvage therapy is very limited, and includes significant negative outcomes. 

Preparing for colectomy 

Preparing a patient for a colectomy is an ongoing process during each admission for ASUC. Colostomy must be presented as a viable therapeutic option, and a good ostomy site should be marked early in the stay by a wound ostomy care nurse. If there has been no previous imaging of the small bowel, CT or MRI should be done to evaluate for Crohn’s disease rather than ulcerative colitis. An ongoing discussion with the surgeons should begin on day two of admission, and patient education about surgical options should be ongoing. When a decision is made to proceed to colectomy, immunosuppressive medications (including corticosteroids) should be stopped, and if possible, given time to wash out before surgery. When possible, nutritional status should be optimized, and an elective colectomy is always preferred over toxic megacolon, perforation, or an emergent colectomy. 

Preparing for discharge 

For the patient who achieves induction of remission during the hospitalization, planning for a successful discharge should begin as soon as the patient turns the corner. You should expect no blood in the stool and a CRP below 10 mg/L. Patient should be able to advance to a full diet without recurrence of symptoms. The patient should be able to stop all intravenous therapy and transition to oral therapy. Note that switching from 60 mg daily methylprednisolone to 60 mg prednisone is a drop of 20% in efficacy, while a transition to 40 mg prednisone is an 88% drop in efficacy. The patient should be able to walk around and maintain normal activity levels as if they were at home for 24 hours before discharge. After 24 hours on oral therapy, there should not be a sudden rise in CRP, and you should obtain a new FCP to establish a new baseline. Note that while CRP often rapidly normalizes, FCP (along with mucosal healing) may take months to normalize. Some practitioners will obtain a repeat flexible sigmoidoscopy, especially in high-risk patients, to establish a new baseline and to estimate the time to complete mucosal healing. It is important to obtain insurance approvals of all maintenance therapies, and schedule infusions if needed, before the patient leaves the hospital. 

After discharge 

After induction of remission and discharge, it is important to monitor patients closely, as there is a high rate of recurrence and readmission. We typically monitor CRP, FCP, and symptoms for any recurrence at 1, 3, and 6 weeks. We standardize our symptom collection with the UC-PRO instrument in Epic. The typical discharge plan will start the patient on prednisone at a dose of 40 or 60 mg (for more severe cases) daily, with tapering by 5 mg per week. There is sone data suggesting that effective induction of remission with cyclosporine may not need a prednisone taper,7 though this needs further study to determine if this is generalizable and whether this applies to other small molecules like JAK inhibitors. It is also important to check in on the patient after discharge to make sure that they have actually started their maintenance medication on schedule, without any insurance hiccups, and that they are tolerating this well. Readmissions and subsequent ASUC admissions increase the risk of colectomy, as documented by Dinesen.3

References 

1. Truelove & Witts. Cortisone in ulcerative colitis; final report on a therapeutic trial. BMJ. 1955; 2(4947): 1041- 1048. 

2. Kedia, S, et al. Potential of Fecal Calprotectin as an Objective Marker to Discriminate Hospitalized Patients with Acute Severe Colitis from Outpatients with Less Severe Disease. Dig Dis Sci. 2018; 63(10): 2747-2753. 

3. Dinesen, L., et al. The pattern and outcome of acute severe colitis. J Crohns Colitis. 2010; 4(4): 431-437. 

4. Berinstein, J.A., et al. Tofacitinib for Biologic-Experienced Hospitalized Patients With Acute Severe Ulcerative Colitis: A Retrospective Case-Control Study. Clin Gast Hep. 2021; 19(10): 2112-2120. 

5. Higgins, P.D.R., et al. University of Michigan Severe Ulcerative Colitis Protocol, version 2.99. June 3, 2022, website updated annually. https://www.med.umich.edu/ ibd/docs/severeucprotocol.pdf 

6. Uzzan, M., et al. Tofacitinib as salvage therapy for 55 patients hospitalised with refractory severe ulcerative colitis: A GETAID cohort. Aliment Pharmacol Ther. 2021; 54(3): 312-319. 

7. Tarabar, D., et al. A Prospective Trial with Long Term Follow-up of Patients With Severe, Steroid-Resistant Ulcerative Colitis Who Received Induction Therapy With Cyclosporine and Were Maintained With Vedolizumab. Inflamm Bowel Dis. 2022; 28(10): 1549-1554. 

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Cholangioscopy

Cholangioscopy

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Key Points

• Cholangioscopy has evolved substantively over the last few decades to enable a single operator to directly examine the biliary tree using digital platforms.

• Cholangioscopy-guided intraductal therapy with electrohydraulic or laser lithotripsy is a safe and effective treatment for difficult bile duct stones.

• Cholangioscopy with guided biopsies represents a powerful diagnostic tool for indeterminate biliary strictures and new diagnostic criteria and technology promises that its role will increase.

• The adverse event rates of cholangioscopy are acceptable when it is performed by trained endoscopists using appropriate precautions including judicious biliary stent use.

Technology to enable direct visualization of the bile duct has gone through several stages of revision.1 While widespread clinical use has emerged only over the past 5-10 years, the first percutaneous cholangioscopy was reported in 19512 and peroral exam in 1976.3 It was first utilized for laser and electrohydraulic lithotripsy in the late 1980’s.4,5 

The first commercially available cholangioscopes used a mother-baby system that  required a high degree of coordination between two endoscopists: one controlling the mother duodenoscope and the other controlling a slim through-the-channel baby scope. The major limitations of this system were the fragility of the cholangioscopes, suboptimal image quality and limited maneuverability related to the need for two operators.6 

Direct peroral cholangioscopy with ultraslim cholangioscopes, which did not pass through a “mother” scope, provided higher resolution images, and mitigated challenges associated with fragility. However, the technical success was low and inconsistent, due to the need to anchor a flexible scope through the mouth deeply into the biliary tree. Specific problems included unstable position, requirement for a large sphincterotomy, and the lack of the ability to examine the bile ducts beyond the bifurcation of the main hepatic duct given the scope size and need to inflate an anchoring balloon in the biliary tree itself.7,8 

These issues limited widespread use. In 2007, a cholangioscope which could be passed via the accessory channel and controlled by a single operator was introduced. These devices used a reusable fiberoptic cable in a disposable scope.9 A channel in the scope enables passage of a biopsy forceps and introduction of laser and electrohydraulic lithotripsy probes.10 The most recent major innovation in cholangioscopy has been the introduction of a single-use, digital imaging version of the single-operator cholangioscopes (DSOC) which provided a higher image quality, simplified assembly and a flexible introduction system (Figure 1).1,11 

Over the past decade, cholangioscopy has become a widely used tool in academic and community medical centers. In this article, we will address its role in biliary disease. It represents a primary tool for difficult choledocholithiasis, and the assessment of indeterminate biliary strictures. In addition to its major therapeutic and diagnostic roles, we will discuss technique, emerging applications, cost and safety of this technology. 

BASIC CHOLANGIOSCOPY TECHNIQUE 

Most contemporary cholangioscopic procedures are performed with a disposable DSOC via peroral approach during endoscopic retrograde cholangiopancreatography (ERCP). After testing the light and the dials of the cholangioscope, and flushing the channel with water for lubrication, the handle of the scope is strapped just below the duodenoscope working channel. An adequate sphincterotomy or balloon sphincteroplasty is indicated to allow passage of the cholangioscope. Then, the cholangioscope is advanced through the duodenoscope channel preferably over a previously inserted guidewire into the bile duct under fluoroscopic guidance. Once the cholangioscope is in a stable position in the distal or middle common bile duct, irrigation with sterile water allows visualization of the bile duct aided by four-way tip deflection. The cholangioscope is advanced over the guidewire to a targeted biliary site before the wire is removed to allow optimal visualization and to allow advancing any instruments through its channel if needed. It may be necessary to gently advance the duodenoscope forward to favor parallel alignment of the cholangioscope and the bile duct to allow deeper insertion. The locks on the duodenoscope and cholangioscope may need to be released to advance the cholangioscope.

These maneuvers may also be needed to advance instruments (i.e., electrohydraulic lithotripsy (EHL)/laser probe or biopsy forceps) through the cholangioscope channel. Another technique is to advance the cholangioscope gently forward at the same time as the instrument is passed through the working channel. Sometimes, it is necessary to advance the cholangioscope to the hilum to pass tools through its channel and then slowly back it distally toward the ampulla. Advancement of instruments (e.g., laser fiber and forceps) may be particularly difficult at the level of the cholangioscope traversing the duodenoscope elevator or deflected tip of cholangioscope. No force must be used to push instruments within the cholangioscope channel to avoid damage. Gentle advancement or withdrawal of the duodenoscope or cholangioscope and release of all locks is important to negotiate this challenge. Repetitive opening and closing of the forceps while advancing it through the cholangioscope channel may also facilitate successful advancement. 

Attention must be paid to the duodenoscope position throughout the procedure and fluoroscopy should be obtained intermittently to determine the location of the cholangioscope and avoid accidentally falling out of the bile duct. To optimize visibility, contrast use before cholangioscopy should be minimized. Additionally, irrigation with water or saline should be kept to a level necessary to facilitate evaluation to reduce the risk of bacterial translocation and the development of cholangitis, although it is not clear from available evidence whether irrigation is a definite risk factor for biliary infection.12 The four-way dials may need to be locked when a certain intervention is considered, such as sampling of a lesion or performing lithotripsy in an oblique position. However, the use of dial locking should be used with caution to avoid ductal injury and must not be used whenever the cholangioscope is advanced up within the bile duct. 

INDICATIONS FOR CHOLANGIOSCOPY 

Management of Choledocholithiasis 

ERCP is the primary treatment modality for bile ducts.13 A broad armamentarium of tools can be used through the duodenoscope channel to allow lithotripsy, stone removal and ductal clearance. These tools include extraction balloons, sweeping baskets, mechanical lithotripsy baskets, papillary dilation balloons, and biliary stents.14,15 Nevertheless, in approximately 10-15% of cases, fundamental techniques fail either due to very large stone size, extremely hard consistency, barrel or piston shape, faceted configuration or ductal features such as a diminutive orifice, distal narrowing or sigmoid shape.14, 16-19 

Cholangioscopy-guided lithotripsy represents a core therapeutic approach for the most difficult bile duct stones (Table 1). There are two commonly used modalities used to perform direct intraductal lithotripsy: electrohydraulic lithotripsy (EHL) and pulsed laser lithotripsy (LL). These modalities are most frequently guided by peroral cholangioscopes. While they may also be guided by fluoroscopy or percutaneously-introduced cholangioscopes, the former is limited by relatively blind targeting and the latter by hemobilia and bile leaks. 20,21 

EHL delivers high-energy shockwaves generated by high voltage electric sparks delivered via fiber advanced through the accessory channel of the cholangioscope. The bile ducts are irrigated with saline to allow transfer of energy to the stone and minimize buildup of thermal energy.22 The probe should be positioned about 2 mm from the stone and directed towards the center (Figure 2a) and typically application of energy will result in a shattering of the stone (Figure 2b). If a cavity forms in the center without fracture the EHL probe may be aimed at the resulting joints to disrupt the stone into small fragments (Figure 2c). In LL, the shockwave is generated by the creation of a plasma cloud by high energy pulsed light delivered through flexible fiber (via the cholangioscope) into an aqueous media (saline or water).23 An aiming light allows precise targeting and helps prevent bile duct injury (Figure 3a). Intermittent irrigation and suctioning of the bile duct to wash away the minute fragments allow optimal visibility during the lithotripsy and dissipate heat energy. When LL is performed, safety measures must be observed and the manufacturer’s instructions must be followed including proper eye protection.24 Several technical maneuvers to weaken stones are to drill centrally through its core (Figure 3b) versus cutting it horizontally by using a saw motion generated by rocking the laser probe back and forth using the cholangioscope controls (Figure 3c). 

A randomized trial demonstrated that peroral-cholangioscopy-guided lithotripsy reduced the need for surgical removal of difficult bile duct stones by four-fold.25 A meta-analysis of 2,204 patients with difficult bile duct stones revealed that the overall clearance was 92% (95% CI 90-94%).13 While overall adverse events for intraductal therapy was 8% (95% 6-11%), this was comparable to the rate for difficult stone treatment by conventional (non-intraductal) methods, 9% (95% 8-11%). The comparative safety and efficacy of cholangioscopy-guided EHL and LL has been investigated in a multicenter, international, observational study.26 Complete ductal clearance was high and comparable in both methods (97% and 99%, respectively). However, the mean procedure time was longer in the EHL group as compared to LL group (74 min and 50 min; P < 0.001). Adverse events were reported in 3.7% and they included cholangitis, bleeding and abdominal pain. Another prospective, multicenter study on peroral cholangioscopy-guided lithotripsy with EHL or LL in patients with difficult bile duct stones showed that ductal clearance was achieved within a single session in 80% (95% CI 73 – 86%) of patients.27 

Cholangioscopy may also enable stone removal without fluoroscopy and can be used to identify missed bile duct stones in the context of patients with marked ductal dilatation and other features which reduce sensitivity of cholangiography.28 Cholangioscopy guided intraductal therapy has also emerged as a safe and effective endoscopic approach for the dreaded scenario in which stones become impacted in lithotripsy baskets within the bile duct.29 While this problem used to frequently require surgery, in most cases effective intraductal lithotripsy of the impacted stone will result in a prompt release of the impacted apparatus (stone + basket) from the duct (Figure 4). Finally, baskets introduced directly through the cholangioscope may be used to target and remove stones, particularly if located in an obliquely oriented duct (Figure 5).30 

Therefore, cholangioscopy with intraductal therapy has a well-defined role in the management of difficult stones to obviate the need for surgery (Figure 6). Additionally, in cases in which there is suspicion of retained stones or other diagnostic uncertainty it has a burgeoning role. 

EVALUATION OF INDETERMINATE BILIARY STRICTURES 

Indeterminate biliary strictures represent a major and frequently encountered challenge for advanced endoscopists. While the ERCP brush cytology and trans-papillary intraductal forceps biopsy have high (95-99%) specificity for malignancy, the sensitivity is suboptimal (<50%) for both techniques (Figure 7a-b).33,34 

Fine needle aspiration of biliary strictures via endoscopic ultrasound (EUS-FNA) has a comparably high specificity, 97% (95% CI 94- 99%) and 80% (95% CI 74-86%), sensitivity.35 Furthermore, EUS-FNA specifically following negative ERCP-guided cytologic brushing and biopsy has a 77% sensitivity and 100% specificity (Figure 7c).36 Nevertheless, there is concern about malignant seeding for EUS-FNA of proximal or hilar biliary lesions, though trials suggest that this may be overstated.37 EUS-FNA is a contraindication for patients with cholangiocarcinoma who are potentially candidates for a liver transplant treatment protocol.38 

Given that cholangioscopes are introduced via the “natural” papillary orifice and do not cross a tissue plane there is less concern for seeding. It provides an opportunity both for visual assessment and diagnostic sampling. The identification of cholangioscopic visual features associated with benign, inflammatory and malignant diseases of the bile ducts has been the subject of multiple studies.39-44 Intraductal mass lesions and irregular nodules are strongly suggestive of malignancy (Figure 8).43 Dilated and tortuous vessels have also been proposed as concerning features.39,42 Papillary and villous projections are suggestive of neoplasia,44 while a smooth glandular surface is consistent with benign etiology (Figure 9). Diffuse but symmetric and homogenous narrowing may suggest a non-neoplastic inflammatory process such as primary sclerosing cholangitis (Figure 10) or IgG4 mediated cholangiopathy. Systematic review and meta-analysis of the visual features suggest a pooled diagnostic sensitivity of 60.1% (95% CI 54.9%-65.2%) and specificity of 98.0% (95% 96.0-99.0%).45 Nevertheless, studies of interobserver agreement suggest only slight to fair agreement for most individual visual features.46 

Several classification systems have been developed to better categorize the cholangioscopic impressions of the bile duct. The Monaco Classification was developed by a recent multicenter group of expert biliary endoscopists using direct peroral cholangioscopy and digital single-operator cholangioscopy.40 The interobserver agreement (IOA) was slight in scoring for ulceration, white linear bands, and pronounced pits. The IOA was fair in scoring for the presence of stricture, a lesion, mucosal changes, and abnormal vessels. The IOA was moderate in scoring for papillary projections. The presumptive diagnosis IOA was fair (κ = 0.31, SE = 0.02) (Table 2). The overall accuracy of Monaco Classification based on visual impression alone was 70%. An alternative classification system is the Carlos Robles Medrana (CRM) criteria.41 Recently, the authors of the Monaco and CRM criteria convened to develop the newest visual criteria for cholangioscopy, the Mendoza criteria.47 These include the presence of tortuous and dilated vessels, irregular nodularity, raised intra-ductal lesions, irregular or ulcerated surface, and friability. The authors report a diagnostic accuracy of 77% for the criteria, nevertheless these criteria require external validation. As the use of cholangioscopy expands and more studies on endoscopic features of bile duct diseases are performed, the accuracy of visual inspection will likely continue to improve over time. 

In addition to direct visualization of the bile duct lumen, cholangioscopy allows targeted biopsies using small diameter forceps which pass through the working channel of the cholangioscope (Figure 11). Systematic review and meta-analysis of observational studies indicated that the pooled sensitivity and specificity of cholangioscopy guided biopsies is 60.1% (95% CI 54.9%-65.2%) and 98.0% (95% CI 96.0%-99.0%), respectively.45 In a recent multicenter randomized trial, DSOC-guided biopsy sampling significantly improved the sensitivity of a tissue diagnosis, 68.2%, versus ERCP guided brushing, 21.4%. Specificity was 100% for both modalities.48 Given small size of biopsies specimen it is recommended to take multiple biopsies from each biliary lesion. While meta-analysis indicates reduced yield for 2 or fewer biopsies, the precise number is undefined.49 

Recently, a larger forceps passed via the cholangioscopes which obtains more tissue per pass has been introduced (Figure 11b). While the aim is to improve yield, improved performance has not yet been demonstrated in studies.50 

Given favorable performance characteristics and minimal risk of seeding it is frequently utilized in the central diagnostic algorithm of biliary strictures in patients who are potentially resectable, candidates for transplantation, and those who have failed other diagnostic maneuvers (Figure 12). 

FACILITATING THERAPY FOR CHALLENGING BILE DUCT STRICTURES 

Successful guidewire placement is essential to allow therapeutic interventions during ERCP such as dilation and decompression using stents. Using different kinds of guidewires with different characteristics (e.g., angled vs. straight tip, wire size, stiffness) along with trying different scope positions often allows successful guidewire placement. However, in some cases these conventional techniques and instruments fail to reach the duct of interest. By enabling direct visualization of bule ducts, cholangioscopy allows selective passage of wires and subsequent therapy into very specific biliary targets (Figure 13).51-55 In addition, selective bile duct cannulation by direct cholangioscopic visualization mitigates the likelihood of extensive fluoroscopy use and may reduce procedure time. 

OTHER INDICATIONS 

An important and specialized scenario where direct visualization by POC has been successfully used is the evaluation of biliary complications after liver transplantation. Post-transplant strictures may have extremely oblique angulation or high-grade nature, particularly following living donor procedures, which may benefit from cholangioscopy.56,57 In addition to facilitating guidewire placement across difficult angulation or strictures, cholangioscopy may have a diagnostic role in post-transplant patients to identify surreptitious mural ulceration retained sutures, and stones or casts which are not apparent on cholangiography.57,58 It is unclear whether the utilization of POC for evaluation of biliary complications during first ERCP is warranted. Nevertheless, it is worth considering in cases that are not responsive to initial ERCP with interventions and when there is diagnostic uncertainty. 

POC has been successfully used for a number of other indications. Prior to complex resection, it may be used to perform mapping which can guide surgery.59 It may also play an important diagnostic role to evaluate malignancy in choledochal cysts,60,61 guide tumor ablation with radiofrequency or photodynamic therapy62, and evaluate source of hemobilia.63-65 POC was also found beneficial in retrieval of migrated biliary stents.66 As technology, training and access to cholangioscopy grow, additional novel applications will emerge. 

COST AND ADVERSE EVENTS 

Cost and safety are additional vital considerations for the use of cholangioscopy in clinical practice. The cost of single operator cholangioscopes increased with conversion from fiberoptic to digital platforms. The cost of the latter many exceed $3000 per case which requires careful assessment of resource utilization. Definitive cost-effectiveness studies are needed. A model of the economic consequences of single-operator cholangioscopy in a Belgian hospital system found that early use of cholangioscopy-guided therapy for difficult stones could potentially result in cost savings by decreasing the overall number of procedures.67 

Prospective studies of cholangioscopy indicate that bacteremia and cholangitis occur in 8.8% and 6.6%, respectively.68 While meta-analysis does not suggest a higher rate of overall adverse events than conventional ERCP for indications such as difficult bile duct stones,13 likelihood of cholangitis is greater. This increases with hilar and multifocal strictures.69 In high-risk settings, i.e., primary sclerosing cholangitis, complex stones, and proximal strictures, administration of peri-procedural antibiotics such as fluoroquinolones and 3rd or 4th generation cephalosporins in addition to bile duct stent should be considered. Cholangioscopy should be avoided in cases of purulent. 

When laser lithotripsy is performed, sufficient irrigation and aspiration to optimize visibility along with strictly avoiding use of laser blindly are important precautions to avoid ductal injury. Other adverse events include post-ERCP pancreatitis, perforation, and bleeding, though the rates of these complications for cases with cholangioscopy do not appear to be significantly higher than adverse events from ERCP alone.9,12, 70-74 

Another important consideration is the use of general anesthesia to protect airways when irrigation may increase the fluid content of the upper GI tract. 

FUTURE DIRECTIONS 

Rapid advancements in medical technology have already expanded the use of and role of cholangioscopy. Deep learning algorithms promise to increase the diagnostic power of cholangioscopy as do integration of image enhancement techniques from other types of endoscopy including narrow band imaging.75 Technical advances will also make scopes easier to use and intensify their therapeutic potential. Direct POC using a novel multi-bending ultra-slim scope shortens procedure time and may improve success rates.76 Slimmer, more flexible scopes may facilitate cholangioscopy’s role in patients with primary sclerosing cholangitis and high-grade strictures where success is lower. Additionally, it will likely emerge as a high precision ablative therapy with radiofrequency and photodynamic therapy and future modalities.77-79 Simpler less expensive devices to exclude residual stones will likely emerge which will have a complementary role with cholangioscopes with broader therapeutic capability. 

CONCLUSION 

Cholangioscopy has emerged as a core tool in diagnosis and management of neoplastic and non-neoplastic biliary diseases. It is especially important in the treatment of complex bile duct stones and evaluation of indeterminate strictures. An expanding role in biliary practice including treatment of early neoplasia, pre-operative staging, and exclusion of residual stones is emerging. While cost might still be a limiting factor in some practices, the proper utilization of this tool in the appropriate clinical context is likely cost-effective as it improves non-operative management of biliary disease.

Wissam Kiwan, MD Assistant Professor of Medicine Advanced & Therapeutic Endoscopy Division of Gastroenterology and Hepatology Saint Louis University, St. Louis, MO James L. Buxbaum, MD, FASGE Associate Professor of Medicine, Keck Medicine of the University of Southern California, Los Angeles, CA

References 

1. Committee AT, Komanduri S, Thosani N, et al. Cholangiopancreatoscopy. Gastrointest Endosc 2016;84:209-21. 

2. Roca J, Flichtentrei R, Parodi M. [Progress in the radiologic study of the biliary tract in surgery; cholangioscopy and cholan­giography; utilization of apparatus; preliminary note]. Dia Med 1951;23:3420. 

3. Rösch W, Koch H, Demling L. Peroral Cholangioscopy. Endoscopy 1976;08:172-175. 

4. Ell C, Lux G, Hochberger J, et al. Laserlithotripsy of common bile duct stones. Gut 1988;29:746-51. 

5. Leung JW, Chung SS. Electrohydraulic lithotripsy with peroral choledochoscopy. BMJ 1989;299:595-8. 

6. Cotton PB, Kozarek RA, Schapiro RH, et al. Endoscopic laser lithotripsy of large bile duct stones. Gastroenterology 1990;99:1128-33. 

7. Larghi A, Waxman I. Endoscopic direct cholangioscopy by using an ultra-slim upper endoscope: a feasibility study. Gastrointest Endosc 2006;63:853-7. 

8. Moon JH, Choi HJ. The role of direct peroral cholangioscopy using an ultraslim endoscope for biliary lesions: indications, limi­tations, and complications. Clin Endosc 2013;46:537-9. 

9. Chen YK, Pleskow DK. SpyGlass single-operator peroral chol­angiopancreatoscopy system for the diagnosis and therapy of bile-duct disorders: a clinical feasibility study (with video). Gastrointest Endosc 2007;65:832-41. 

10. Chen YK, Parsi MA, Binmoeller KF, et al. Single-operator chol­angioscopy in patients requiring evaluation of bile duct disease or therapy of biliary stones (with videos). Gastrointest Endosc 2011;74:805-14. 

11. Shah RJ, Raijman I, Brauer B, et al. Performance of a fully disposable, digital, single-operator cholangiopancreatoscope. Endoscopy 2017;49:651-658. 

12. Adler DG, Cox K, Milliken M, et al. A large multicenter study analysis of adverse events associated with single operator cholan­giopancreatoscopy. Minerva Gastroenterol Dietol 2015;61:179- 84. 

13. Committee ASoP, Buxbaum JL, Abbas Fehmi SM, et al. ASGE guideline on the role of endoscopy in the evaluation and manage­ment of choledocholithiasis. Gastrointest Endosc 2019;89:1075- 1105 e15. 

14. Thomas M, Howell DA, Carr-Locke D, et al. Mechanical lithotripsy of pancreatic and biliary stones: complications and available treatment options collected from expert centers. Am J Gastroenterol 2007;102:1896-902. 

15. Stefanidis G, Viazis N, Pleskow D, et al. Large balloon dilation vs. mechanical lithotripsy for the management of large bile duct stones: a prospective randomized study. Am J Gastroenterol 2011;106:278-85. 

16. Manes G, Paspatis G, Aabakken L, et al. Endoscopic management of common bile duct stones: European Society of Gastrointestinal Endoscopy (ESGE) guideline. Endoscopy 2019;51:472-491. 

17. Kedia P, Tarnasky PR. Endoscopic Management of Complex Biliary Stone Disease. Gastrointest Endosc Clin N Am 2019;29:257-275. 

18. Trikudanathan G, Arain MA, Attam R, et al. Advances in the endoscopic management of common bile duct stones. Nat Rev Gastroenterol Hepatol 2014;11:535-44. 

19. Garg PK, Tandon RK, Ahuja V, et al. Predictors of unsuccessful mechanical lithotripsy and endoscopic clearance of large bile duct stones. Gastrointest Endosc 2004;59:601-5. 

20. Neuhaus H, Hoffmann W, Zillinger C, et al. Laser lithotripsy of difficult bile duct stones under direct visual control. Gut 1993;34:415-21. 

21. Ell C, Hochberger J, May A, et al. Laser lithotripsy of difficult bile duct stones by means of a rhodamine-6G laser and an integrated automatic stone-tissue detection system. Gastrointest Endosc 1993;39:755-62. 

22. Arya N, Nelles SE, Haber GB, et al. Electrohydraulic lithotripsy in 111 patients: a safe and effective therapy for difficult bile duct stones. Am J Gastroenterol 2004;99:2330-4. 

23. Patel KS, Calixte R, Modayil RJ, et al. The light at the end of the tunnel: a single-operator learning curve analysis for per oral endoscopic myotomy. Gastrointest Endosc 2015;81:1181-7. 

24. Villa L, Cloutier J, Comperat E, et al. Do We Really Need to Wear Proper Eye Protection When Using Holmium:YAG Laser During Endourologic Procedures? Results from an Ex Vivo Animal Model on Pig Eyes. J Endourol 2016;30:332-7. 

25. Buxbaum J, Sahakian A, Ko C, et al. Randomized trial of chol­angioscopy-guided laser lithotripsy versus conventional therapy for large bile duct stones (with videos). Gastrointest Endosc 2018;87:1050-1060. 

26. Brewer Gutierrez OI, Bekkali NLH, Raijman I, et al. Efficacy and Safety of Digital Single-Operator Cholangioscopy for Difficult Biliary Stones. Clin Gastroenterol Hepatol 2018;16:918-926 e1. 

27. Maydeo AP, Rerknimitr R, Lau JY, et al. Cholangioscopy-guided lithotripsy for difficult bile duct stone clearance in a single session of ERCP: results from a large multinational registry demonstrate high success rates. Endoscopy 2019;51:922-929. 

28. Ridtitid W, Luangsukrerk T, Angsuwatcharakon P, et al. Uncomplicated common bile duct stone removal guided by cholangioscopy versus conventional endoscopic retrograde chol­angiopancreatography. Surg Endosc 2018;32:2704-2712. 

29. Aloreidi K, Patel B, Atiq M. Intraductal cholangioscopy-guided electrohydraulic lithotripsy as a rescue therapy for impacted common bile duct stones within a Dormia basket. Endoscopy 2016;48:E357-E358. 

30. Fejleh MP, Thaker AM, Kim S, et al. Cholangioscopy-guided retrieval basket and snare for the removal of biliary stones and retained prostheses. VideoGIE 2019;4:232-234. 

31. Kim HJ, Choi HS, Park JH, et al. Factors influencing the technical difficulty of endoscopic clearance of bile duct stones. Gastrointest Endosc 2007;66:1154-60. 

32. Christoforidis E, Vasiliadis K, Tsalis K, et al. Factors significantly contributing to a failed conventional endoscopic stone clearance in patients with “difficult” choledecholithiasis: a single-center experience. Diagn Ther Endosc 2014;2014:861689. 

33. Navaneethan U, Njei B, Lourdusamy V, et al. Comparative effectiveness of biliary brush cytology and intraductal biopsy for detection of malignant biliary strictures: a systematic review and meta-analysis. Gastrointest Endosc 2015;81:168-76. 

34. Hu B, Sun B, Cai Q, et al. Asia-Pacific consensus guidelines for endoscopic management of benign biliary strictures. Gastrointest Endosc 2017;86:44-58. 

35. Sadeghi A, Mohamadnejad M, Islami F, et al. Diagnostic yield of EUS-guided FNA for malignant biliary stricture: a systematic review and meta-analysis. Gastrointest Endosc 2016;83:290-8 e1. 

36. DeWitt J, Misra VL, Leblanc JK, et al. EUS-guided FNA of proximal biliary strictures after negative ERCP brush cytology results. Gastrointest Endosc 2006;64:325-33. 

37. El Chafic AH, Dewitt J, Leblanc JK, et al. Impact of preoperative endoscopic ultrasound-guided fine needle aspiration on postop­erative recurrence and survival in cholangiocarcinoma patients. Endoscopy 2013;45:883-9. 

38. Heimbach JK, Sanchez W, Rosen CB, et al. Trans-peritoneal fine needle aspiration biopsy of hilar cholangiocarcinoma is associ­ated with disease dissemination. HPB (Oxford) 2011;13:356-60. 

39. Seo DW, Lee SK, Yoo KS, et al. Cholangioscopic findings in bile duct tumors. Gastrointest Endosc 2000;52:630-4. 

40. Sethi A, Tyberg A, Slivka A, et al. Digital Single-operator Cholangioscopy (DSOC) Improves Interobserver Agreement (IOA) and Accuracy for Evaluation of Indeterminate Biliary Strictures: The Monaco Classification. J Clin Gastroenterol 2022;56:e94-e97.

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NUTRITION REVIEWS IN GASTROENTEROLOGY

The Importance of Assessing Muscle Health – Practical Tools for Clinicians

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Human body composition is an emerging field of science that looks beyond body mass index to explore the different distributions of muscle and adipose tissue on health outcomes. Declines in skeletal muscle mass and function (e.g., sarcopenia) independently contribute to adverse health outcomes and often reflect poor muscle health. Therefore, it is imperative for clinicians to better understand the different methodologies to measure muscle mass, as well as muscle function. Familiarity with the array of existing and emerging clinical tools and measures is a critical step to help clinicians identify and address poor muscle health. This article briefly reviews practical and emerging body composition methodologies (bioelectrical impedanceanalysis, dual energy x-ray absorptiometry, ultrasound, computed tomography) and offers clinicians tools to measure, quantify, and address muscle health concerns in their patients.

INTRODUCTION

Skeletal muscle (SM), the primary component of lean soft tissue or lean mass (LM), serves as the major protein reserve in the human body. Although decreases in SM mass and function are part of the natural aging process, an ever-increasing body of research supports that decreases in muscle health (e.g., sarcopenia) independently contribute to adverse clinical outcomes. Addressing the presence of sarcopenia in acute and chronically ill patient populations is crucial as this condition negatively impacts individual health (e.g., self-care, treatment response, quality of life) and increases the financial burden on healthcare systems.1 While excess adiposity is often a focal point of care for many clinicians, and body mass index (BMI) is the common clinical metric used to evaluate obesity, sarcopenia is highly prevalent across the BMI spectrum.2 Therefore, it is imperative for clinicians to better understand the different methodologies to measure muscle mass and muscle function (referred to as muscle health). Familiarity with the available tools and measures can help clinicians to identify this highly prevalent, clinically significant condition. 

Why Body Composition Matters 

Human body composition analysis is an emerging field of science that looks beyond BMI to explore the different distributions of SM and adipose tissue on health outcomes. Compromises in muscle health are the hallmark feature of sarcopenia; a clinical condition characterized by low muscle strength and low muscle mass.1 The more recent inclusion of muscle function into patient assessments is intended to facilitate better application and integration into clinical practice. Sarcopenia is occult, often difficult to detect on physical examination (PE) and may not automatically trigger nutritional interventions. Other physiological indications that coexist and may contribute to the onset of sarcopenia may include chronic illness, inflammation, poor oral intake, a sedentary lifestyle, and declining functional status. Weight loss is not considered a reliable indicator to identify or screen for sarcopenia3 and currently, there is no consensus on how best to measure muscle health. 

Clinicians are encouraged to use direct measures of muscle mass, as well as devices or tools to assess muscle function. It should be emphasized that further evaluation regarding the validity of assessment techniques for body composition applicable to a wide array of patient populations are recommended. This brief review intentionally focuses on the most common and emerging tools relevant to clinical practice. For a more in-depth appreciation on the development, use, strengths, and limitations of these and other body composition assessment tools, please refer to reference 4. Table 1 depicts several tools most applicable in the clinical setting. 

Measurement Techniques to Assess Body Composition 

Bioelectrical Impedance Analysis 

Bioelectrical Impedance Analysis (BIA) uses low-intensity, electric conduction with single, multiple, or a spectrum (BIS) of frequencies to determine estimates of total body water (TBW). By using predictive equations, TBW is used to calculate estimated fat free mass (FFM) and fat mass (FM).5 For clarity, FFM encompasses LM and bone, while FM refers to the actual lipid content in adipose tissue.6 To use BIA or BIS, electrodes are placed on the hand, wrist, foot, and/or ankle and a low intensity electric current(s) is applied creating measures of reactance and impedance (Figure 1). Body tissues such as FM with low amounts of water and electrolytes will produce a high impedance, compared to LM which will have low impedance reflecting the high water and electrolyte content.5 

Conventionally, BIA or BIS is a clinical favorite in multiple settings due to its low cost, portability, and noninvasive nature. However, BIA and BIS results are only considered valid and reliable when repeated measures are obtained over time and when steady state conditions have been met, especially those related to hydration and fluid status. For example, in patients with heart failure, a BIA measurement could produce falsely low estimates of body fat due to the increase in TBW. In contrast, an individual with decreased TBW such as dehydration, will produce falsely high measures of body fat as there is less conductivity measured. If clinicians or researchers decide to utilize BIA or BIS as a measurement tool, it is crucial to obtain baseline and follow up measures, and to consider the appropriate type of device, the intended target population for the device, and conditions of measurement (e.g., fasting requirements, fluid status, medications).5 Handheld and scale-type devices are readily available over the counter and easily incorporated into clinical practice. However, because manufacturers do not share their FFM and FM predictive equations, the same device must be used for follow-up measures to support valid comparisons. 

Dual Energy X-Ray Absorptiometry 

As the name implies, dual energy x-ray absorptiometry (DXA) relies on x-ray technology to procure information about bone density and body composition. It is conventionally used to diagnosis osteoporosis; however, since the 1980s DXA has gained popularity as a body composition assessment tool.7 DXA technology is based on two, low radiation photon energy x-rays measured with a detector after these two rays pass through the subject (Figure 1). The strength of photon x-ray beams is altered depending on the tissue they pass through, and thus this variation can be captured as body composition measurements. The ratio of the energy from the two beams can differentiate bone, FM, and LM. DXA is useful for measuring specific parts of the body and can provide insights on LM change, especially in appendicular regions.8 

Similar to BIA, DXA can be used on a wide range of body sizes and body types and is non-invasive, yet it remains a greatly underutilized tool in the outpatient setting due to issues surrounding access and availability.7 The practicality of using DXA for body composition assessment in the acute or inpatient setting greatly limits its use. Unlike BIA, DXA instrumentation is expensive, requires a dedicated room, and requires technician certification. Conventionally, DXA scanning captures images of the femoral or lumbar spine, as these are reference standards for determining osteoporosis risk. Obtaining body composition data requires whole-body imaging, which is only performed if requested and would likely pose additional labor and cost burden.6 Whole-body images relay information on regional and total adiposity, as well as appendicular LM (e.g., LM of the arms and legs combined) and total LM (e.g., trunk, head, appendages). Appendicular LM is adjusted for height and used to diagnose sarcopenia, which ignores muscle function. Like BIA, the reliability of DXA can be compromised in individuals with hydration issues, should be completed when individuals are fasted,9 and the output may not differentiate adipose tissue types (visceral vs. subcutaneous fat). Since 1999, DXA is used to characterize body composition in the on-going National Health and Nutrition Examination survey, providing population reference values for adults and children.10 However, DXA imaging for clinical assessment of body composition is still considered ‘investigational’ and therefore not routinely covered by insurers. 

Ultrasonography

There is growing interest in the utilization of ultrasound (US) as a body composition technique due to its portability, relative affordability, and ease in obtaining repeated measurements. Most work has focused on measuring visceral and subcutaneous adipose tissue (VAT and SAT, respectively), and more recently muscle.11 US uses high-frequency sound waves from tissues, where the amount of sound reflected depicts changes in acoustic impedance – the product of acoustic velocity and tissue density (Figure 1). As such, US can relay information about adipose tissue, muscle thickness and muscle cross-sectional area of measurement. Total body LM can be estimated via a regression equation using measures of muscle thickness from multiple sites. US can also be used to gauge “fatty infiltrated” muscle (also known as myosteatosis); a condition more common in persons with diabetes symbolizing metabolic and physiologic dysfunction.12 

The biggest limitation of US lies in the reliability of the operator. Even with the advent of standardized techniques, determining the minimal vs. maximal compression of the transducer onto the skin site by the operator can vary, and alter the thickness and quantifications of SM and SAT.12 Similar to BIA, BIS, or DXA, hydration, specifically edema, can present challenges to obtaining accurate body composition measures using US. However, with US technique training, edema is no longer an absolute contraindication for using this technique.13 Differences in US transducers allow for varying ranges of tissue penetration and window width (e.g., linear vs. curvilinear), which may be beneficial for patients with severe obesity or fluid overload.12 While US has the potential to be utilized within multiple patient populations, issues surrounding inter- and intra-individual measurement variation continue to pose barriers for making this technique more applicable in the clinical setting. 

Computed Tomography 

Due to software advances, computed tomography (CT) images conducted for clinical (diagnostic or surveillance) purposes can be utilized to obtain precise information related to adipose tissue and SM. Specifically, VAT, SAT and intramuscular adipose tissue (IMAT) can be individually quantified or comprised to create total adipose tissue (TAT). Additionally, SM mass and SM quality can be ascertained from CT images to diagnose sarcopenia and myosteatosis, respectively. Given the widespread use of CT imaging in patient care, these images serve as a rich archive of body composition data and are increasingly employed in prevalence and outcomes research.14 Conventionally, CT images inclusive of the third lumbar (L3) region (e.g., abdominal and/or pelvic) are used to examine body composition. 

While CTs are distinctly advantageous because of their superior precision relative to other body composition techniques, they remain largely a research tool. The barriers to utilizing CT images are immense, and include but are not limited to extensive training, access to the picture archiving and communications system to retrieve specific CT studies, expertise utilizing the body composition software, and/or personnel time for analyses. Due to concerns regarding radiation and expense, rarely are CTs advocated as prospective body composition technique.15 There are additional concerns related to the translation of these data to patient care (e.g., what are the implications of myosteatosis?) and a lack of clinically meaningful cut-points (e.g., high vs. low VAT). As such, advances are required to increase the immediate clinical applicability of body composition measures ascertained from CT imaging. 

Physical Examination, Anthropometric Measurements, and Muscle Function 

In instances where BIA, BIS, DXA, or US are not available, the use of anthropometric measurements and comprehensive PE are recommended to assess muscle health.11 Mid-upper arm and/or calf circumferences are easily obtained in the clinical setting and correlate with compromised muscle health. In addition, clinicians can be trained to evaluate qualitative signs of reduced muscle mass during their PE, taking a ‘head to toe’ approach focusing on the temples, neck, clavicle, shoulder, scapula, thigh, and calf areas (see Table 2). Nutrition focused PEs are a component of validated nutrition assessment tools, including the Subjective Global Assessment (SGA), and recommended by professional bodies such as the Academy of Nutrition and Dietetics (AND) and the American Society for Parenteral and Enteral Nutrition (ASPEN) to depict muscle wasting. However, PE and anthropometric measurements are more challenging in individuals with obesity and severe fluid abnormalities, as SM may be poorly differentiated. 

To complement the anthropometric and PE information gathered, it is imperative to measure muscle function for a comprehensive picture of muscle health. Endorsed by the European Working Group on Sarcopenia in Older People, several tests can be conducted at the bedside or in clinic to assess muscle function (See Table 2).1 Because of the undue influence of non-nutritive factors (e.g., neurologic impairment), it is not advised to uniformly prioritize muscle function tests over muscle mass assessment.11 For example, some patients may be too impaired to hold the hand dynamometer or too unbalanced to perform a sit-to-stand test. Muscle function testing can substantiate or support PE, or other clinical findings, regarding muscle health and put into proper context of patient care. 

Practical Applications for Clinicians 

Preserving or improving LM and/or muscle function is the overarching goal for any patient, especially the aging. Simply recognizing compromises in LM occur across all BMI strata is vital for clinicians to appreciate. Clinicians are encouraged to look beyond BMI and focus their treatments on simple messaging and early intervention referrals. 

Clinicians should take advantage of opportunities to assess eating patterns, honing in on nutrition-impact symptoms (e.g., taste change, gastrointestinal symptoms) or behaviors (e.g., skipping meals, eliminating of food groups) that preclude optimal oral intake. Additionally, incorporating methods to identify patients who report unstable socioeconomic status and/or food insecurity, as these factors increase the likelihood of inadequate dietary intake. Simple interventions, including calorically dense oral supplements or protein supplements (e.g., beverages, bars, powders) may be indicated at or between meals. Animal sources of protein have been shown to upregulate anabolic stimulation compared to plant-based proteins (apart from soy-based isolates) and possess higher levels of digestibility. Expert opinion recommends older adults with comorbid conditions aim to consume at least 65% of daily protein needs from animal sources, such as red meat, eggs, fish, poultry, and dairy. Patients following an exclusively plant-based diet (veganism or vegetarianism) should regularly incorporate soy or pea protein isolates as these plant proteins offer higher amino acid digestibility.16 Table 3 offers dietary intake probes and potential responses to support improved nutrition messaging. 

In patient populations with sarcopenia or at high risk of sarcopenia, dietary protein intake and physical activity are typically low which negatively affect rates of muscle protein synthesis.13 Increasing physical activity, specifically progressive resistance exercise training, can preserve or build LM. A 3-month pilot study demonstrates the value of a supervised resistance exercise program significantly and positively impacting quality of life, pain, LM and physical functioning in older patients with advanced cancer.17 Referrals to physical therapy and/or exercise physiologists to assess and individualize functional interventions, as well as engagement with registered dietitians and social workers to reduce nutrition, psychological, and socioeconomic barriers to oral intake are recommended. 

CONCLUSIONS 

The landscape of clinical practice is shifting to recognize the importance of muscle health and its impact on outcomes. Clinicians should arm themselves with the knowledge and tools to assess muscle mass and muscle function, utilizing readily available quantitative measures (BIA or DXA), anthropometrics (mid-upper arm or calf circumference), and/or enhanced PE methods. Recommendations regarding consistent, adequate oral intake with high quality protein sources are advocated for any patient with documented or suspected compromises in muscle health. Interdisciplinary collaborations are key to optimizing care and combating the untoward effects of compromised muscle health.

References 

1. Cruz-Jentoft AJ, Bahat G, Bauer J, et al. Sarcopenia: revised European consensus on definition and diagno­sis. Age Ageing. 2019;48(1):16-31. 

2. Prado CM, Cushen SJ, Orsso CE, Ryan AM. Sarcopenia and cachexia in the era of obesity: clinical and nutri­tional impact. Proc Nutr Soc. 2016;75(2):188-98.

3. Prado CM, Lieffers JR, Bowthorpe L, Baracos VE, Mourtzakis M, McCargar LJ. Sarcopenia and physical function in overweight patients with advanced cancer. Can J Diet Pract Res. 2013;74(2):69-74. 

4. Heymsfield S. Human body composition. 2nd ed. Champaign, IL: Human Kinetics; 2005. xii, 523 p. p. 

5. Vineis MA PS. A review of biolectiral impedance analysis. Support Line: Dietitians in Nutrition Support. 2015;37(3):18-23. 

6. Sheean P, Gonzalez MC, Prado CM, McKeever L, Hall AM, Braunschweig CA. American Society for Parenteral and Enteral Nutrition Clinical Guidelines: The Validity of Body Composition Assessment in Clinical Populations. JPEN J Parenter Enteral Nutr. 2020;44(1):12-43. 

7. Shepherd JA, Ng BK, Sommer MJ, Heymsfield SB. Body composition by DXA. Bone. 2017;104:101-5. 

8. Coltman A. Dual energy x-ray absorptiometry (DXA). Support Line: Dietitians in Nutrition Support. 2015;37(3):15-8. 

9. Hangartner TN, Warner S, Braillon P, Jankowski L, Shepherd J. The Official Positions of the International Society for Clinical Densitometry: acquisition of dual-energy X-ray absorptiometry body composition and considerations regarding analysis and repeatability of measures. J Clin Densitom. 2013;16(4):520-36. 

10. Kelly TL, Wilson KE, Heymsfield SB. Dual energy X-Ray absorptiometry body composition reference values from NHANES. PLoS One. 2009;4(9):e7038. 

11. Barazzoni R, Jensen GL, Correia M, Gonzalez MC, Higashiguchi T, Shi HP, et al. Guidance for assessment of the muscle mass phenotypic criterion for the Global Leadership Initiative on Malnutrition (GLIM) diagno­sis of malnutrition. Clin Nutr. 2022;41(6):1425-33. 

12. McGhee B RH. Application of ultrasonography for measuring change in lean body mass in acute care. Support Line: Dietitians in Nutrition Support. 2015;37(3):3-5. 

13. Sabatino A, Regolisti G, Bozzoli L, et al. Reliability of bedside ultrasound for measurement of quadriceps muscle thickness in critically ill patients with acute kidney injury. Clin Nutr. 2017;36(6):1710-5. 

14. Amini B, Boyle SP, Boutin RD, Lenchik L. Approaches to Assessment of Muscle Mass and Myosteatosis on Computed Tomography: A Systematic Review. J Gerontol A Biol Sci Med Sci. 2019;74(10):1671-8. 

15. Tolonen A, Pakarinen T, Sassi A, et al. Methodology, clinical applications, and future directions of body composition analysis using computed tomography (CT) images: A review. Eur J Radiol. 2021;145:109943. 

16. Ford KL, Arends J, Atherton PJ, et al. The impor­tance of protein sources to support muscle anabo­lism in cancer: An expert group opinion. Clin Nutr. 2022;41(1):192-201. 

17. Cormie P, Newton RU, Spry N, Joseph D, Taaffe DR, Galvão DA. Safety and efficacy of resistance exercise in prostate cancer patients with bone metastases. Prostate Cancer and Prostatic Diseases. 2013;16(4):328-35. 

18. National Institute of Health Motor Measures: NIH; 2019 [Available from: https://www.healthmeasures. net/explore-measurement-systems/nih-toolbox/obtain-and-administer-measures/demonstration-videos.]

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FROM THE PEDIATRIC LITERATURE

Will COVID-19 Increase Pediatric IBD Cases Over Time?

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 The COVID-19 pandemic has led to many downstream consequences, and one such sequelae may be an increase in pediatric autoimmune disease, such as Type I diabetes mellitus. The authors of this study looked at pediatric SARS-CoV-2 infections during the COVID-19 pandemic as well as the subsequent occurrence of inflammatory bowel disease (IBD) in New York City children. 

This study evaluated cases of pediatric IBD from four large academic pediatric gastroenterology (GI) centers in New York City from 2016 to 2022. Electronic medical record data was used to determine basic patient information including age grouping based on FDA approval of the SARS-CoV-2 vaccine. Pediatric cases of Crohn’s disease (CD) and ulcrative colitis (UC) were identified and followed while pediatric cases of IBD unclassified were excluded. A quarterly count analysis of both CD and UC cases using the Shapiro-Wilk test demonstrated normal distribution, and autoregressive integrated moving average modeling was used to predict trends in new pediatric IBD cases over a specific period during the pandemic (April 2020 – June 2022) based on known pediatric IBD cases found retrospectively during the defined pre-pandemic period (January 2016 – March 2020). 

A total of 587 pediatric IBD patients were initially included in the study with 43.1% of patients being female. The median age of patients was 14 years (range of 2 to 21 years) with most patients being of white ethnicity (47.4%) and between 16 to 21 years of age (36.3%). Autoregressive integrated moving average modeling based on pre-pandemic new pediatric cases of UC forecast 1.91 new cases per month and 5.76 new cases per quarter through the pandemic period. However, the actual number of new pediatric UC cases was more than predicted during 3 monthly periods (range 5-6 cases per month) during the pandemic. Regarding pediatric CD cases, autoregressive integrated moving average modeling of pre-pandemic cases of CD forecast 4.67 new cases per month and 14 new cases per quarter during the pandemic period. However, more new pediatric CD cases compared to what was predicted were diagnosed during the 2020 third quarter, 2022 first quarter, and during 4 monthly periods (range 9-13 cases) during the pandemic. Significantly less cases of new IBD cases occurred in white patients during the study period while significantly more cases occurred in Hispanic patients. 

This study suggests that the COVID-19 pandemic may have some unforeseen downstream effects for other disorders; namely, an increase in pediatric IBD cases after SARS-CoV-2 infection. The authors note that the rise in pediatric IBD cases seen in this study could be due to the overall increase in IBD prevalence worldwide, but in the setting of the New York City area where the COVID-19 pandemic was exceptionally severe, these findings provide data suggesting that SARS-CoV-2 contributes to perturbing the immune system which leads to increased cases of pediatric IBD. It would be interesting to see if vaccination status is associated with less IBD in pediatric patients long term. 

Rosenbaum J, Ochoa K, Hasan F, Goldfarb A, Tang V, Tomer G, Wallach T. Epidemiologic Assessment of Pediatric Inflammatory Bowel Disease Presentation in NYC During COVID- 19. Journal of Pediatric Gastroenterology and Nutrition, 2023; e003740: Online ahead of print. 

Do Abdominal Radiographs Help in the Diagnosis of Constipation in Children? 

Constipation is a common cause for pediatric patients to be seen in general pediatric and pediatric gastroenterology clinics. Typically, there is no organic cause for constipation, and functional constipation really should be diagnosed by history and physical examination alone. Unfortunately, abdominal X-rays (AXR) are over-utilized in the work up of pediatric constipation despite recommendations to the contrary provided by European Society for Pediatric Gastroenterology, Hepatology and Nutrition (ESPGHAN) and the North American Society for Pediatric Gastroenterology, Hepatology and Nutrition (NASPGHAN). The authors of this study proposed that significant inter- / intraobserver variation exists in the interpretation of AXRs by physicians when an AXR is obtained to determine constipation in a child. 

This study evaluated 100 AXRs obtained at a single pediatric emergency room over a three-year period. Images were blinded regarding patient information and were read by 2 senior physicians (defined as having at least 5 years of clinical experience) and 2 junior physicians (defined as having less than 5 years of clinical experience) in each of the following specialties: pediatric gastroenterology, radiology, and pediatric emergency medicine. All AXRs underwent subjective readings of findings by these 12 physicians, and then a subset of the AXRs were submitted to the same physicians for repeat subjective readings. Finally, these physicians were taught two separate scoring systems to objectively diagnose constipation using AXRs (the Barr scoring system and the Blethyn scoring system), and all AXRs were reinterpreted. Pediatric patients for this study were aged between 1 and 18 years old, and AXRs from patients with Hirschsprung disease and previous abdominal surgery were excluded. 

When subjective interpretation of AXRs were evaluated, the Fleiss kappa coefficient demonstrated a value of 0.18 (poor agreement) between all physicians with only 40% of physicians having an agreement on radiology findings. Comparisons between specialties showed a kappa coefficient of 0.21 (41.5%), 0.11 (36.7%), and 0.26 (47.3%) in the fields of pediatric gastroenterology, radiology, and pediatric emergency medicine, respectively. Comparisons of subjectively reading repeat AXRs for each individual produced a kappa coefficient of 0.08 – 0.61 with only 33.3% – 73.4% agreement noted. Objective readings of AXRs also did not perform well as use of the Blethyn method produced a kappa coefficient value of 0.14 (38.4% agreement) while the Barr method produced a kappa coefficient value of 0.20 (60% agreement) among all 12 providers. It should be noted that Fleiss kappa values ˂ 0.40 indicated poor agreement, 0.40 – 0.75 indicated intermediate to good agreement, and ˃ 0.75 indicated excellent agreement. 

This study demonstrates that using AXRs to diagnose constipation in children is not helpful and increases healthcare costs while exposing children to unnecessary radiation. The cornerstone of diagnosing constipation in children remains the history and physical examination, and AXRs should not be used as a diagnostic endeavor in such a scenario. More international exposure to both EPSGHAN and NASPGHAN consensus statements in the diagnosis and treatment of pediatric constipation is very much needed.

Yallanki N, Small-Harary L, Morganstern J, Tobin M, Milla L, Chawla A. Inter and Intraobserver Variation in Interpretation of Fecal Loading on Abdominal Radiographs. Journal of Pediatric Gastroenterology and Nutrition 2023; 76: 295-299.

John Pohl, M.D., Book Editor, is on the Editorial Board of Practical Gastroenterology

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FUNDAMENTALS OF ERCP, SERIES #5

Pancreatoscopy

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Pancreatoscopy is an endoscopic procedure by which a small caliber endoscope or a catheter-based system is advanced from either the major or minor papilla into the pancreatic duct. Either system is typically advanced through a duodenoscope to allow for proper approach to the pancreatic duct orifice. We herein describe the history, technical aspects, setup, and technical success of pancreatoscopy for a variety of diagnostic and therapeutic indications.

1. History of pancreatoscopy

The use of per oral cholangiopancreatoscopy was reported in 19751,2 using 10Fr endoscope under duodenoscopic visualization. The initial devices were limited to diagnostic purposes with subsequent modifications to allow for tip deflection, irrigation, and the passage of accessories namely a biopsy forcep and lithotripsy fiber. These early systems were termed “mother-daughter” as the duodenoscope served as the “mother” while the smaller “daughter” pancreatoscope was inserted through the working channel. Limitations to these early devices were that two endoscopists were required with one operating the duodenoscope and the other the pancreatoscope. The fiberoptic cable was prone to breakage given that it was housed within a small caliber device. In an early series of 50 patients undergoing pancreatoscopy, technical success was a less-than-satisfying 70%3 and demonstrated the feasibility of examining not only normal intraductal anatomy but also those with intraductal calculi and tumors. The mother-daughter system remained in use for over 30 years in limited clinical capacity. In 2007, a single operator cholangiopancreatoscope (SpyGlass, Boston Scientific, Natick, MA) was introduced to facilitate direct visualization of bile and pancreatic duct. This initial system contained a reusable visualization probe which was inserted through a disposable delivery catheter which also contained injection and working channels. The disposable catheter also allowed for tip deflection using a handle that was modeled after a reusable endoscope. The initial clinical feasibility study4 was limited to biliary use but subsequent studies demonstrated technical success of this system in the evaluation and treatment of pancreatic duct pathology.

In 2015, a digital version of the SpyGlass system was introduced5 allowing for greater visual resolution and a 60% wider field of view. At the time of this publication, there are no existing competitors to SpyGlass available in the United States, but several products are in preclinical review.

2.  Setup and specifications of disposable cholangiopancreatoscope and accessories

The single operator cholangiopancreatoscope uses a sterile and steerable disposable catheter with two irrigation channels, a 1.2mm working channel, and two diodes as a light source. The handle has two control knobs, which mimic that of a standard endoscope. (Figure 1) Aspiration through the working channel is achieved by attaching an empty Luer lock syringe to the dedicated suction line. There is also tubing for irrigation that is attached to the endoscope irrigation pump. Our practice is to reduce the irrigation pressure to at least 50% to minimize the volume and pressure of fluid entering the main pancreatic duct and side branches.

The cholangiopancreatoscope is attached to a proprietary image processor. The only adjustable function via the processor is the light source brightness but rarely is manual adjustment necessary. As opposed to the mother-daughter systems, optical contrast modes such as narrow band imaging are not available. Video output options include DVI, S-video and VGA.

The working channel will accommodate any accessory equal to or smaller than 3Fr which includes most electrohydraulic lithotripsy fibers (EHL), holmium laser fibers, microforceps, and dedicated snares and baskets for the SpyGlass system. (Figure 2).

3. Performing pancreatoscopy

Amongst ERCPists with experience in pancreatography, pancreatoscopy is a straightforward extension of their endoscopic toolbox. Positioning of the patient is the same for traditional ERCP with the patient placed in either prone or supine positioning. Left lateral decubitus position makes interpretation of fluoroscopic images difficult. Endotracheal intubation should be considered given the longer duration of time needed to complete ERCP with pancreatoscopy and saline irrigation of the pancreatic duct can reflux from the second portion of the duodenum into the stomach increasing the risk of pulmonary aspiration. General endotracheal anesthesia has been associated with a lower rate of sedation related adverse events amongst high-risk patients undergoing ERCP.6 Access to the pancreatic duct is obtained via the major ampulla in most patients although reports have documented access from the minor papilla in select cases.7-10 The choice of guidewire diameter is at the discretion of the endoscopist as the single operator cholangiopancreatoscope will accommodate up to a diameter of 0.035 inches. A 260cm length wire is acceptable in most cases, but once pancreatoscopy is complete and subsequent devices are to be used while maintaining access to the pancreatic duct, a 450cm wire must be used for device exchange. In most cases, pancreatic sphincterotomy is necessary to pass the 10Fr (3.3mm) diameter scope into the pancreatic duct however in cases of main duct intraductal papillary neoplasm (MD-IPMN) freehand cannulation without wire or sphincterotomy is feasible. (Figure 3) A minimum duct diameter of 3mm is recommended to advance the cholangiopancreatoscope through the pancreatic duct. Saline irrigation is often required to clear debris and improve endoscopic visualization. If EHL is performed, intraductal saline is required for shock wave transmission. Once pancreatoscopy is completed, our practice is to place at least a prophylactic pancreatic duct stent without leading barb for mitigation of post-ERCP pancreatitis (PEP) which can be as high as 28% of patients.11 Rectal indomethacin is also administered unless NSAID allergy is documented.

4.  Indications, technical success, and clinical outcomes for pancreatoscopy

  1. Diagnostic
    1. Assessment of PD strictures
    1. Evaluation of suspected MD-IPMN and extent of duct involvement
  2. Therapeuticiii. Lithotripsy for PD stones

(Figure 4) Indications for pancreatoscopy mirror those of cholangiopathy and can be subdivided into diagnostic and therapeutic indications. Diagnostic applications include the assessment of pancreatic duct stricture and evaluation of suspected main duct intraductal papillary mucinous neoplasms. In addition to endoscopic visualization, pancreatic duct aspiration and directed biopsies can be obtained at the time of pancreatoscopy. (Video 1. See link below) https://practicalgastro.com/media/Main_Duct_IPMN.mp4 Therapeutic applications include guided lithotripsy for obstructing pancreatic duct stones, ablation of pancreatic duct strictures, and assessing treatment response for intraductal radiofrequency application.

In one of the largest series of pancreatoscopy in the evaluation of benign and malignant disease of the pancreatic duct, Shah et al. evaluated 79 patients with inconclusive pancreatic duct findings based on prior CT, MRCP or EUS and found that when optical findings were combined with pancreatoscopy guided biopsy and/or aspiration sensitivity and specificity for neoplasm was 91% and 95%, respectively. Technical success was 97% and adverse events occurred in 12%. In cases with inconclusive EUS guided FNA results of lesions involving the pancreatic duct, pancreatoscopy may provide an additional benefit in evaluating for neoplastic lesions.13,14 Given the morbidity of total pancreatectomy, pancreatoscopy allows of precise delineation of the extent of involvement in cases of main duct IPMN thereby allowing for preservation of the uninvolved pancreas. In one of the first series to evaluate pre-operative use of cholangiopancreatoscopy, Tyberg et al. found that amongst 13 patients undergoing pre-operative pancreatoscopy for IPMN, pancreatoscopy changed surgical resection in 62% (8/13 pts) of patients.15 In a separate series of patients with main duct IPMN who underwent pancreatoscopy followed by surgery, 95% (18/19) of the patients had a negative surgical margin. However, there was no control group of patients that did not undergo pre-operative pancreatoscopy.16 As stated above, therapeutic applications of pancreatoscopy are focused on the treatment of intraductal complications of chronic pancreatitis, namely visualization, fragmentation, and removal of obstructing pancreatic duct stones. The ideal candidates for pancreatic duct stone fragmentation are those with pain from obstructive pancreatitis with upstream pancreatic duct dilation. Conventional techniques of stone removal via ERCP including balloon extraction should be considered, but for multiple or stones >5mm traditional endoscopic measures may not be successful. Pancreatoscopy guided fragmentation can be achieved using an electrohydraulic lithotripsy or a holmium laser fiber which is advanced through the working channel of the pancreatoscope. Published studies have not delineated the ideal candidate but in our experience, stones located in the pancreatic head and body are more easily treated. Intraductal stones are commonly situated proximal to strictures and fluoroscopically directed dilation using small caliber balloons is often necessary to visualize and treat stones. Even if complete stone clearance is achieved, we commonly place a prophylactic small caliber pancreatic duct stent without leading barbs to mitigate the risk of post-ERCP pancreatitis. In a multi-center retrospective study evaluating the efficacy of pancreatoscopy for intraductal stones amongst 109 patients, technical success was achieved in 90%, with a majority achieving complete stone clearance in a single session.17 Adverse events were 10% and included 5 cases of pancreatitis and 1 main pancreatic duct perforation that was treated with stent therapy.

Clinical success, defined as resolution or reduction in symptoms, was achieved in 88% but did not include a formal quality of life or pain survey. In a systemic review involving 383 patients, Saghir et al.18 found a pooled technical and clinical success rate of 76%. When comparing EHL vs. laser lithotripsy (LL), LL achieved a higher technical and clinical success rate of 89% and 88%, respectively. Only one study out of 16 used a formal quality pre and post procedure quality of life survey to assess pain outcomes. Most studies were retrospective and single center in design.

In summary, pancreatoscopy directed therapy for intraductal stones is effective amongst experienced operators, however, randomized studies comparing pancreatoscopy to alternative therapies including extracorporeal shockwave lithotripsy or surgery are needed.

5. Troubleshooting

One of the main limitations of pancreatoscopy is the difficulty in advancing the pancreatoscope catheter into a normal sized pancreatic duct. A minimal main pancreatic duct diameter of 4-5 mm is needed to allow easier advancement of the pancreatoscope. Endoscopists should be aware of the direction of the pancreatic duct during advancement of the pancreatoscope. Using the dials of the pancreatoscope to ensure the device is aligned along the axis of the pancreatic duct is crucial for easier advancement, even if the device is advanced over a guidewire. In terms of guidewires, the device could be advanced over a 0.025-inch guidewire into the main pancreatic duct; if the endoscopist encounters difficulty in pancreatoscope advancement, using 0.035 inch guidewires could provide the tension required to advance the pancreatoscope into the pancreatic duct. During pancreatic duct lithotripsy, endoscopists could encounter difficulty advancing the lithotripsy probe outside of the pancreatoscope due to bending of the pancreatoscope catheter. In these instances, it might be easier to advance the lithotripsy probe into the pancreatoscope channel to the tip of the device while the pancreatoscope is in the duodenal lumen. After ensuring that the lithotripsy probe reached the tip of the pancreatoscope, the endoscopist should advance the device into the main pancreatic duct to start lithotripsy. It is worth mentioning that lithotripsy of pancreatic duct stones obstructing the main pancreatic duct at the head of the pancreas could be challenging due to device instability or difficulty in visualization. Endoscopists should be aware that pancreatic duct stones embedded in pancreatic duct orifice may be better managed with other methods such as shock wave lithotripsy.

Future Directions

There are several prototypes of cholangio-pancretoscopes in the pipelines. It is expected that the next generation of cholangio-pancreatoscopes will have artificial intelligence capabilities which will aid in differentiating benign from malignant strictures. The working channel of the next generation cholangio-pancreatoscope will hopefully be large enough to accommodate therapeutic devices such as plastic or metal stents. Larger baskets, biopsy forceps, snare, injection needles or radiofrequency ablation probes could be advanced under direct visualization through next generation cholangio-pancreatoscopes to expedite diagnostic or therapeutic interventions.

CONCLUSION

In conclusion, pancreatoscopy is a useful diagnostic and therapeutic tool for patients with complex neoplastic and chronic conditions of the pancreatic duct with a favorable adverse event rate comparable to that of more conventional ERCP techniques.

Suggested Reading

  • Innovations in Intraductal Endoscopy Gastrointestinal Endoscopy Clinics of North America, 2015-10-01, Volume 25, Issue 4, Pages 779-792
  • De Luca L, Repici A, Koçollari A, Auriemma F, Bianchetti M, Mangiavillano B. Pancreatoscopy: An update. World J Gastrointest Endosc 2019; 11(1): 22-30 [PMID: 30705729 DOI: 10.4253/wjge.v11.i1.22]

References

  1. Takekoshi T., Maruyama M., Sugiyama N., et al. Retrograde pancreatocholangioscopy. Gastrointest Endosc. 1975; 17: 678-683
  2. Kawai K, Nakajima M, Akasaka Y, Shimamotu K, Murakami K. A new endoscopic method: the peroral choledocho-pancreatoscopy (author’s transl). Leber Magen Darm. 1976;6:121-124.
  3. Nakajima M, Akasaka Y, Yamaguchi K, Fujimoto S, Kawai K. Direct endoscopic visualization of the bile and pancreatic duct systems by peroral cholangiopancreatoscopy (PCPS). Gastrointest Endosc. 1978 May;24(4):141-5.
  4. Chen YK, Pleskow DK. SpyGlass single-operator peroral cholangiopancreatoscopy system for the diagnosis and therapy of bileduct disorders: a clinical feasibility study (with video). Gastrointest Endosc. 2007 May;65(6):832-41.
  5. Navaneethan U, Hasan MK, Kommaraju K, Zhu X, HebertMagee S, Hawes RH, Vargo JJ, Varadarajulu S, Parsi MA. Digital, single-operator cholangiopancreatoscopy in the diagnosis and management of pancreatobiliary disorders: a multicenter clinical
    experience (with video). Gastrointest Endosc. 2016 Oct;84(4):649-
    55
  6. Smith ZL, Mullady DK, Lang GD, Das KK, Hovis RM, Patel RS, Hollander TG, Elsner J, Ifune C, Kushnir VM. A randomized controlled trial evaluating general endotracheal anesthesia versus monitored anesthesia care and the incidence of sedation-related adverse events during ERCP in high-risk patients. Gastrointest Endosc. 2019 Apr;89(4):855-862.
  7. Shintani S, Maehira H, Inatomi O, Tani M, Andoh A. Peroral pancreatoscopy via the minor papilla in the diagnosis of intraductal papillary mucinous neoplasm. VideoGIE. 2020 Aug 13;5(12):673675.
  8. Takeshita K, Asai S, Fujimoto N. Removal of dilated Santorini’s duct stones by peroral pancreatoscopy and electrohydraulic lithotripsy through the minor papilla. Dig Endosc. 2020 Jul;32(5):e98-e99.
  9. Chew EY, Varghese BT, Sealock RJ. Pancreatic duct rendezvous with pancreatoscopy through the minor papilla. VideoGIE. 2018 Feb 21;3(4):132-134.
  10. Brauer BC, Chen YK, Ringold DA, Shah RJ. Peroral pancreatoscopy via the minor papilla for diagnosis and therapy of pancreatic diseases. Gastrointest Endosc. 2013 Sep;78(3):545-9.
  11. van der Wiel SE, Stassen PMC, Poley JW, De Jong DM, de Jonge PJF, Bruno MJ. Pancreatoscopy-guided electrohydraulic lithotripsy for the treatment of obstructive pancreatic duct stones: a prospective consecutive case series. Gastrointest Endosc. 2022 May;95(5):905-914.e2.
  12. El Hajj II, Brauer BC, Wani S, Fukami N, Attwell AR, Shah RJ. Role of per-oral pancreatoscopy in the evaluation of suspected pancreatic duct neoplasia: a 13-year U.S. single-center experience. Gastrointest Endosc. 2017 Apr;85(4):737-745.
  13. Yamao K, Ohashi K, Nakamura T et al. Efficacy of peroral pancreatoscopy in the diagnosis of pancreatic diseases. Gastrointest Endosc 2003; 57: 205-209
  14. Kodama T, Koshitani T, Sato H et al. Electronic pancreatoscopy for the diagnosis of pancreatic diseases. Am J Gastroenterol 2002; 97: 617-622
  15. Tyberg A, Raijman I, Siddiqui A, Arnelo U, Adler DG, Xu MM, Nassani N, Sejpal DV, Kedia P, Nah Lee Y, Gress FG, Ho S, Gaidhane M, Kahaleh M. Digital Pancreaticocholangioscopy for Mapping of Pancreaticobiliary Neoplasia: Can We Alter the Surgical Resection Margin? J Clin Gastroenterol. 2019 Jan;53(1):71-75.
  16. Kishimoto Y, Okano N, Ito K, Takuma K, Hara S, Iwasaki S, Yoshimoto K, Yamada Y, Watanabe K, Kimura Y, Nakagawa H,
    Igarashi Y. Peroral Pancreatoscopy with Videoscopy and NarrowBand Imaging in Intraductal Papillary Mucinous Neoplasms with Dilatation of the Main Pancreatic Duct. Clin Endosc. 2022 Mar;55(2):270-278.
  17. Brewer Gutierrez OI, Raijman I, Shah RJ, Elmunzer BJ, Webster GJM, Pleskow D, Sherman S, Sturgess RP, Sejpal DV, Ko C, Maurano A, Adler DG, Mullady DK, Strand DS, DiMaio CJ, Piraka C, Sharahia R, Dbouk MH, Han S, Spiceland CM, Bekkali NLH, Gabr M, Bick B, Dwyer LK, Han D, Buxbaum J, Zulli C, Cosgrove N, Wang AY, Carr-Locke D, Kerdsirichairat T, Aridi HD, Moran R, Shah S, Yang J, Sanaei O, Parsa N, Kumbhari V, Singh VK, Khashab MA. Safety and efficacy of digital single-operator pancreatoscopy for obstructing pancreatic ductal stones. Endosc Int Open. 2019 Jul;7(7):E896-E903.
  18. Saghir SM, Mashiana HS, Mohan BP, Dhindsa BS, Dhaliwal A, Chandan S, Bhogal N, Bhat I, Singh S, Adler DG. Efficacy of pancreatoscopy for pancreatic duct stones: A systematic review and meta-analysis. World J Gastroenterol. 2020 Sep 14;26(34):52075219.

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DISPATCHES FROM THE GUILD CONFERENCE, SERIES #51

A Review of the Diagnosis and Treatment of Inflammatory Pouch Conditions

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Pouch inflammation is common after restorative proctocolectomy (RPC) with ileal pouch-anal anastomosis (IPAA) and is best described as a spectrum that includes acute and chronic pouchitis. Distinguishing between these conditions may be difficult given the extensive overlap of clinical symptoms, and treatment can be challenging due to limited evidence. The aim of this study is to review the diagnosis and treatment of inflammatory pouch disorders, focusing on acute pouchitis, chronic antibiotic dependent pouchitis, chronic antibiotic refractory pouchitis, Crohn’s disease like pouch inflammation and cuffitis.

INTRODUCTION

Despite advancements in medical therapy, ileostomy and preserves quality of life particularly surgery is still required in up to 15% of with respect to body image and social function.2-4 patients with ulcerative colitis (UC).1 Unfortunately, there are multiple inflammatory The most common surgery is the restorative proctocolectomy (RPC) with ileal pouch anal anastomosis (IPAA) which commonly involves the following three stages each separated by three months: (1) subtotal colectomy with end ileostomy, (2) proctectomy, pouch creation and proximal diverting ileostomy, and (3) ileostomy takedown and restoration of intestinal continuity. The RPC with IPAA avoids the need for a permanent ileostomy and preserves quality of life particularly with respect to body image and social function.2-4

Unfortunately, there are multiple inflammatory The most common surgery is the restorative conditions that can occur after IPAA including acute pouchitis, chronic pouchitis, and cuffitis.5 These conditions can present with a variety of overlapping clinical symptoms that include increased stool frequency, urgency, abdominal or perineal pain, and hematochezia. A thorough evaluation with history, physical exam, laboratory studies and pouchoscopy is necessary to delineate the inflammatory condition as it can impact treatment and prognosis. The Pouchitis Disease Activity Index (PDAI) is the most commonly used index to assess the severity of pouch inflammation during pouchoscopy.6 The PDAI incorporates the following: (1) clinical features: stool frequency, urgency, abdominal pain, hematochezia, fever (2) endoscopic features: edema, granularity, friability, loss of vascular pattern, mucous exudate, ulceration and (3) histologic features: polymorphonuclear leukocyte infiltration and ulceration. A PDAI score > 7 confirms the diagnosis of pouchitis, however, the severity of patient’s symptoms may not correlate to the degree of inflammation characterized by the PDAI.7

Diagnosis and treatment of inflammatory pouch conditions can be challenging given the overlapping symptoms and limited evidence. The aim of this review is to discuss acute pouchitis, chronic antibiotic dependent pouchitis, chronic antibiotic refractory pouchitis, Crohn’s disease like pouch inflammation, and cuffitis and summarize their management.

Acute pouchitis

Acute pouchitis is defined as symptoms of increased stool frequency, urgency, abdominal pain and/ or hematochezia that last less than four weeks.8 Acute pouchitis is the most common type of pouch inflammation and occurs in up to 50% of patients within 10 years of surgery.9 Risk factors for acute pouchitis include genetic polymorphisms of the IL-1 receptor antagonist and NOD2/CARD15,10 the presence of perinuclear anti-neutrophils cytoplasmic (p-ANCA) antibodies,11 smoking, and preoperative use of steroids.12

There are no approved medications for acute pouchitis, however, the mainstay of treatment is antibiotics. Although data are limited, the most commonly used antibiotics are ciprofloxacin and metronidazole. Studies have shown that a twoweek course of either antibiotic is associated with a reduction in PDAI score, however, ciprofloxacin is associated with a larger score reduction as well as fewer side effects (nausea, vomiting, peripheral neuropathy) than metronidazole.13,14 Patients with acute pouchitis who do not initially respond to a standard two week course may be treated with an additional two week course or may be transitioned to alternative antibiotics such as tinidazole, rifampin, or amoxicillin-clavulanate.8,15

Chronic pouchitis

Chronic pouchitis is defined as symptoms of increased stool frequency, urgency, abdominal pain and/or hematochezia that last greater than four weeks.16 Chronic pouchitis can be subclassified as chronic antibiotic dependent pouchitis (CADP) and chronic antibiotic refractory pouchitis (CARP). Approximately 10-20% of patients develop chronic pouchitis.5 Risk factors for chronic pouchitis include genetic polymorphisms of IL-1 and NOD2/CARD15,10 positive p-ANCA serology, an extensive UC history, and primary sclerosing cholangitis.17 Observational studies have also associated preoperative use of anti-tumor necrosis factor (TNF) agents18 and postoperative use of NSAIDs with chronic pouchitis.19

Chronic antibiotic dependent pouchitis (CADP)

CADP is defined as greater than four episodes of pouchitis per year or persistent symptoms that require long-term antibiotics to maintain remission.8 The most commonly used antibiotics for CADP are ciprofloxacin and/or metronidazole. In a cohort study of 44 patients with CADP, combined ciprofloxacin and metronidazole achieved clinical and endoscopic remission in 82% of patients.20 Given risks of resistance, and tendinopathy and neuropathy with long-term ciprofloxacin and metronidazole use, patients with CADP should be tapered to the lowest effective dose.21 Rifaximin and probiotics (VSL#3) have also been shown to be effective in the management of CADP, though evidence is limited.22-24

Chronic antibiotic resistant pouchitis (CARP)

CARP is defined as symptoms of pouchitis that fail to respond to a four-week course of antibiotics and require escalation of therapy to mesalamine, corticosteroids or biologics.8 The data to support the use of mesalamine in CARP are limited to a single case series of 16 patients that compared combined ciprofloxacin and metronidazole to oral, suppository, and enema mesalamine formulations. Approximately 50% of patients achieved clinical remission in the mesalamine group, however, clarity on which formulation was most efficacious in the case series was lacking.25 Budesonide has been studied in greater breadth than mesalamine in patients with CARP, but still data is limited by small sample sizes. In a prospective study of 20 patients with CARP, treatment with budesonide for eight weeks resulted in a significant reduction in PDAI scores and a remission rate of 75%.26 Patients with CARP who respond to budesonide may remain on the lowest effective dose or consider escalation to a biologic if the risks of maintenance budesonide are significant relative to other co-morbidities.

Biologic agents such as infliximab, adalimumab, vedolizumab, and ustekinumab are commonly used for the management of CARP. A meta-analysis including 15 studies with 311 patients with CARP treated with biologics reported a pooled rate of clinical remission of 65.7% with infliximab, 47.4% with vedolizumab, and 31.0% with adalimumab.27 Vedolizumab has recently been shown to be effective in CARP in the first randomized, doubleblind, placebo-controlled trial, with superior rates of clinical and endoscopic remission and response compared to placebo.28

There is currently insufficient evidence to recommend one biologic over another for CARP, however, it is important to consider a patient’s pre-colectomy biologic use. Patients exposed to anti-TNF agents pre-colectomy and then again post-IPAA for chronic pouchitis have lower rates of clinical remission and higher rates of pouch failure.29

Crohn’s disease like pouch inflammation (CDLPI)

CDLPI is defined as inflammation of the pouch and pre-pouch ileum with or without fistulae and strictures of the proximal small bowel.8 CDLPI is a clinical diagnosis based on history, physical exam, pouchoscopy and imaging. It is important to review each patient’s surgical history as fistulae or strictures that develop within the first 12 months of ileostomy closure are not CDLPI but rather surgical complications.30,31 Histologic evidence of granulomas in the pre-pouch ileum or pouch body are suggestive of CDLPI, but are not required for diagnosis as they are typically only found in about 10% of patients.32 Risk factors for CDLPI include a family history of Crohn’s disease, pouch duration, antibodies to Saccharomyes cerevisiae and CBir1 flagellin, and early, recurrent pouchitis within the first two years of ileostomy closure.31,33,34

There is no consensus regarding the treatment of CDLPI given lack of large, randomized controlled trials. CDLPI is typically refractory to antibiotics and steroids, and biologics are firstline.35 In a meta-analysis of adalimumab and infliximab for CARP and CDLPI, adalimumab and infliximab achieved a clinical remission rate of 52% at 12 months in patients with CDLPI, superior to the rates achieved in patients with CARP.36 Ustekinumab and vedolizumab have also been shown to be effective with remission rates of approximately 80% in patients with CDLPI, though data is limited by relatively small sample sizes.37,38 Unfortunately, given the difficulties in treating CDLPI and achieving remission, up to 45% of patients will experience pouch failure and require pouch excision and transition to a permanent end ileostomy.39

Cuffitis

Cuffitis is defined as symptoms of increased stool frequency, hematochezia, tenesmus and urgency in the setting of the inflammation of the residual rectal cuff.8 Cuffitis occurs in up to 30% of patients post-IPAA, though may be underdiagnosed given the overlap of symptoms with pouchitis.40 Cuffitis can be diagnosed using the Cuffitis Activity Index, which is adapted from the PDAI, incorporating clinical, endoscopic and histologic features specifically of the rectal cuff instead of the pouch.41 Cuffitis can be characterized into classic and non-classic based on etiology. Classic cuffitis is secondary to residual ulcerative colitis in the preserved rectal tissue, while non-classic cuffitis can be due to a variety of causes such as Crohn’s disease, ischemia or prolapse. Risk factors for cuffitis include history of toxic megacolon, fulminant colitis, pre-operative use of biologic agents and increased cuff length (³ 5cm).40,42

The main stay treatment for cuffitis is topical mesalamine similar to proctitis. Treatment with mesalamine suppositories resulted in significant improvement in hematochezia as well as endoscopic and histologic inflammation of the rectal cuff.41 Patients with classic cuffitis that do not respond to topical mesalamine can consider topical corticosteroids, however, evidence is insufficient.43

Approach to delineating the inflammatory pouch conditions

The clinical, endoscopic, and histologic features of acute and chronic pouchitis overlap significantly, and it can be difficult to delineate the conditions despite laboratory studies and pouchoscopy. The key to delineating acute and chronic pouchitis is history – specifically symptom duration and response to antibiotics. Acute pouchitis is the diagnosis in patients with symptoms lasting less than four weeks while chronic pouchitis is the diagnosis in patients with symptoms lasting greater than four weeks or recurring with antibiotic course completion. CDLPI is easier to delineate from acute and chronic pouchitis as the pre-pouch ileum is typically involved and strictures and/or fistulae may be present. In patients with suspected CDLPI based on pouchoscopy or physical exam, imaging with magnetic resonance (MR) enterography and MR pelvis should be considered to fully assess for strictures or fistulae. Histology is not a reliable way to make the diagnosis of any of these conditions as biopsies typically demonstrate chronic inflammation regardless of endoscopic inflammation.44

CONCLUSION

There is a spectrum of inflammatory pouch conditions that can occur after RPC with IPAA and it is crucial to properly diagnose each in order to choose the appropriate therapy. A summary of the recommended evaluation to delineate between these conditions is presented in Figure 1, and a guide for recommended management options for each disorder is highlighted in Figure 2.  Although data are limited, the choice of therapy is directly related to the diagnosis and options range from antibiotics to biologics.

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