Frontiers in Endoscopy, Series #97

ROSE Versus MOSE for Evaluationof EUS – Guided Tissue Samples

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Endoscopic ultrasound-guided fine-needle aspiration (EUS-FNA) with rapid on-site evaluation (ROSE) has been a subject of debate over the past few decades. With the development of new core needles, endoscopic ultrasound-guided fine-needle biopsy (EUS-FNB) with macroscopic on-site evaluation (MOSE) has been shown to provide similar diagnostic accuracy with more cost-effectiveness compared to EUS-FNA with ROSE. This article aims to review the literature to provide a detailed description and comparison of outcomes of both sampling procedures.

Background

Endoscopic ultrasound-guided fine-needle aspiration (EUS-FNA) is a minimally invasive and well established technique for evaluation of tissue samples from pathologic lesions in the pancreas, abdominal lymph nodes, liver, spleen, and intramural lesions in the GI tract. (Figure 1) Under real-time EUS guidance, the technique involves inserting a puncture needle into the target for aspiration biopsy to obtain tissue for cytologic analysis. Over the past few decades, tissue diagnosis from sampling has become crucial as the development of new treatments for pancreatic cancer grows. As a result, assessing the adequacy of the sample is important. In 1994, Wiersema et al. were the first to describe the importance of rapid on-site evaluation (ROSE) of aspirated tissue sample with an on-site cytopathologist. Follow-up studies have shown that ROSE effectively improves the diagnostic ability of EUS-FNA because it can assess whether or not the sample is adequate in real-time.,, However, there may be limited availability of ROSE at most facilities due to its costs of having an additional cytologist or, at the very least, a cytology technician, present during the procedure.

Core biopsy needles have been developed to obtain larger amounts of tissue at a higher histologic and diagnostic yield compared to the traditional FNA.,, These needles obtain tissue that provides true histology, and not just cytology, to pathologists. This technique, using the newer core needles, is termed as endoscopic ultrasound-guided fine-needle biopsy (EUS-FNB), which has been shown to provide equal or even higher diagnostic yield to that of EUS-FNA with ROSE., Iwashita et al. were the first to show that macroscopic on-site evaluation (MOSE) using EUS-FNB provides similar diagnostic accuracy to the conventional EUS-FNA without ROSE. MOSE involves the visual assessment by the endoscopist for the presence and length of a visible core from the samples obtained during EUS-FNB. Subsequent studies on MOSE showed a reduction of needle passes with similar diagnostic yield and increased cost-effectiveness.11,12,

In this article, we aim to review the literature to assess the techniques and procedures of ROSE and MOSE as well as provide comparisons of outcomes between the two sampling procedures.

What is ROSE? 

The purpose of ROSE is to improve the diagnostic performance of EUS-FNA., The EUS-FNA procedure starts with identification and aspiration of the target lesion, typically using a 22-gauge needle. The FNA material is then expressed on a slide and stained with diff-quick stain, or other stains as per the preference of the cytologist. The aspiration needle is also sometimes washed in 10% formol in test tubes for cell block preparation.16 Next, ROSE is performed by the cytopathology team. They examine the smears and cell block in the endoscopy suite, in real time, to assess whether tissue is adequate and to provide an on-site diagnosis, or to suggest additional needle passes to obtain more tissue. (Figure 2) 

The main advantage of ROSE is it can provide improved final sample quality and adequacy because the on-site cytopathologist can immediately evaluate the cells obtained. This reduces the likelihood of acquiring inadequate tissue samples and minimizes the need for repeat biopsy procedures, with their attendant risks and costs. Prior meta-analyses have shown that on-site cytopathology evaluation improves malignancy detection and diagnostic adequacy by 10-15% compared to EUS-FNA without ROSE.,,,, Compared to EUS-FNA without ROSE, EUS-FNA with ROSE has increased cost-effectiveness with significant savings of $252 per EUS-FNA case.

The limited availability of ROSE is its primary major drawback. ROSE may sometimes be available in tertiary centers but is generally not available in smaller hospitals or community centers due to the manpower issues, the lack of on-site cytopathologists, and related costs.7 A global survey in 2016 revealed that ROSE is only available in 55% of Asian institutions.7 ROSE may be performed by a cytologist or a cytology technician. However, they must have the sufficient amount of training to interpret cytology, or at least assess cellular adequacy, which adds additional cost burdens to the hospital to develop and hire them. In addition, subjectivity in interpretation of the tissue sample between cytologists can affect diagnostic accuracy, ultimately leading to variations in diagnosis. The initial interpretation of adequacy is critical to determine if additional aspirates are required and must be performed in real time. Differences in interpretation of adequacy could lead to increased procedural costs, time, and even complication rates. 

What is MOSE? 

MOSE is utilized to determine the presence and length of a visible tissue core from the target lesion or organ in order to increase the diagnostic yield prior to histologic analysis.11,12 After the first pass, the core biopsy needle is removed to expel the tissue specimens onto a glass slide or into a formalin jar or blotter paper for visual inspection. MOSE is then performed by identifying a visible tissue core. The length of the core can vary but are typically 2-3 centimeters in length. Interestingly, prior studies have shown adequate tissue core lengths ranging from 4 millimeters to 1 centimeter., If a tissue core of at least 2-3 centimeters is obtained, the FNB is considered complete. (Figure 3) Based on the authors’ experiences, many FNBs with adequate tissue core length are done with only one pass. Otherwise, the stylet is reinserted with the needle for preparation of a second pass. Most studies evaluating the outcomes of MOSE had a minimum of two needle passes before an adequate sample was obtained.,, The adequate sample is then placed in formalin and sent to the pathology department for histological analysis.

With MOSE, the endoscopist confirms if the visible core is adequate enough for cytology analysis, so there is no need for a cytologist to be on-site in the endoscopy suite. A systematic review done by Gadour et al. found that MOSE is cost-effective due to fewer needle passes and shorter procedural times when compared to ROSE. 

The lack of confirmation in the adequacy of the tissue sample by the cytologist before sending it for cytology analysis is the primary drawback of MOSE. The cytologists on-site can make meaningful contributions during the biopsy process as confirming the tissue sample prior to cytology analysis may increase the accuracy of the diagnosis. Bang et al. found that ROSE was an important factor that significantly increased the diagnostic yield of FNA of a tissue sample. False negatives and inaccurate macroscopic evaluation may be a drawback of MOSE. Different endoscopists may have varying interpretations of what constitutes an adequate sample via MOSE.30

Outcome Comparisons Between ROSE and MOSE

Recently, multiple cohort studies have compared FNA with ROSE and FNB with MOSE in terms of diagnostic yield, number of passes taken, operation time, adverse events, and total costs. 

In one study, the diagnostic yield was higher with MOSE compared to ROSE, but this difference was statistically insignificant (94.6% vs 89.6%, p=0.406, respectively). One study showed 90.6% diagnostic accuracy in the MOSE group compared to 75.0% in the ROSE group (p=0.026), although this study had an unusually low accuracy rate for ROSE when compared to prior studies. Two other studies did not find statistically significant differences in diagnostic accuracy between the two groups.12, Prior studies also showed statistically insignificant differences in sensitivity, specificity, and positive predictive value between ROSE and MOSE.12,32,33,34

Based on these findings, there were generally no differences in overall diagnostic yield between MOSE and ROSE. However, studies have found that newer needles designed for EUS FNB may require fewer passes than EUS FNA with ROSE, while achieving the same diagnostic accuracy.9,30,31 In the study by Van Riet et al., 19% of patients in the ROSE group required more than 3 passes for the same diagnostic accuracy compared to 10% of patients in the MOSE group (p=0.002), who required that many passes.9 However, Guan et al. found statistically insignificant differences in the number of needle passes between MOSE and ROSE to achieve diagnostic accuracy (p=0.151), suggesting that the data by Van Riet et al. may be an outlier.33 Proponents of MOSE suggested that fewer needle passes can limit traumatic injury and decrease procedural time.2,31 However, one could argue that the FNB needle is more stiff and may have difficulty procuring tissue in more difficult anatomic scope positions leading to decreased diagnostic yield.9

Two prior studies revealed lower procedural time with MOSE when compared to ROSE (p<0.01), which makes intuitive sense.12,32 This is expected given there is an additional time needed in ROSE for the cytologist to examine the tissue sample. However, with ROSE, the immediate evaluation of the sample by the cytologist may lead to more efficient downstream care. For example, ROSE has the ability to make an immediate preliminary diagnosis allowing for more timely subsequent care and may reduce the need for repeat biopsy procedures if tissue obtained via MOSE is ultimately felt to be non-diagnostic.

In regards to adverse events and complications, there were no statistically significant differences comparing EUS-FNB with MOSE and EUS-FNA with ROSE.32,33 Prior studies have estimated the adverse event rate of EUS FNA with ROSE to be approximately 1-2%, which was comparable to EUS FNB with MOSE., One can assume that increasing the number of passes would increase the risk of adverse events. Therefore, since the average number of passes for both MOSE and ROSE are similar, it would explain why both procedures have similar numbers of adverse events.

Chen et al. conducted a cost-minimization analysis between MOSE and ROSE, which found that MOSE was only slightly more costly overall than ROSE, saving an additional $45 per procedure.12 This may be due to the more expensive newer core biopsy needles used for procedures with MOSE. Although costs appear to favor ROSE, the difference between ROSE and MOSE is marginal and unlikely to have a significant impact on hospital budgets in North America.12 Sbeit et al. conducted a similar cost-minimization analysis, which found no differences in cost-effectiveness between MOSE and ROSE. Both ROSE and MOSE have been found to adequately evaluate and diagnose different types of lesions including both pancreatic and non-pancreatic.12,32,34 Puncture paths of the needle in both ROSE and MOSE include trans-esophageal, trans-gastric, and trans-duodenal.12,32,34

Conclusions

ROSE and MOSE are valuable techniques when acquiring tissue samples during an EUS procedure. ROSE allows real-time cytological assessment of tissue quality and adequacy, which may improve efficiency in clinical management downstream. On the other hand, MOSE provides a gross assessment of core tissue samples without the need for on-site cytopathology and offers savings of both money and time. MOSE is currently widely utilized to assess the adequacy of tissue sample in hospitals where ROSE is not available or time limitations make ROSE impractical. Both techniques have similar diagnostic yield of the extracted tissue sample, number of needle passes required, and adverse events. 

MOSE remains a popular choice for endoscopists, but ROSE still has its value for difficult cases with complex diagnoses or cases requiring repeat tissue sampling due to the benefit of having immediate cytological evaluation and feedback. The choice between these two techniques should be guided by hospital resources, endoscopist preference for preferred technique, and the clinical need for immediate cytological evaluation. 

References

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Nutrition Reviews in Gastroenterology, SERIES #25

Volume-Based Feeding’s Place in the Modern Intensive Care Unit

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Underfeeding in the intensive care unit (ICU) is a well-documented issue affecting patient outcomes. Volume-based feeding (VBF) represents a feeding protocol designed to mitigate the effects of frequent enteral nutrition (EN) interruptions by allowing adjustments to be made in the infusion rate to achieve a target volume for a desired caloric and nutrient delivery. Various VBF protocols exist, each differing in regimen and effectiveness. VBF protocols are safe with minimal adverse events reported. To enhance compliance, VBF protocols should be tailored to fit each institution’s workflow. The development and implementation of VBF protocols should be done in collaboration with a multidisciplinary team. 

Introduction

Malnutrition is associated with longer hospital stays, higher readmission rates, higher healthcare costs, non-routine discharges, and higher in-hospital mortality.1 However, when comparing patients fed low versus high calorie goals in the first 7-10 days of ICU admission, the American Society for Parenteral and Enteral Nutrition (ASPEN) Guidelines for the Provision of Nutrition Support Therapy in the Adult Critically Ill Patient reported no difference in mortality, length of stay, infections, or other clinical outcomes.2 

Mortality is not an optimal metric to measure the utility of nutrition interventions as it requires extremely large sample sizes that no randomized controlled trial has achieved thus far.3,4 Meanwhile, one observational study demonstrated an association with improved mortality for patients who received more calories, after adjusting for age, Charlson Comorbidity index, APACHE II score, baseline SOFA score, primary admission diagnosis, admission category, BMI, and geographical region, as well as improved physical functioning scores in patients who required >8 days of mechanical ventilation with at least 2 organ failures.5 Factors such as the heterogeneity of patients, the universality of nutrition, and the practical biases (sicker patients are harder to feed),6 have limited the ability of the available data to clearly and distinctly signal what clinicians know to be sound: that patients should not be starved. 

The question of optimal feeding targets in the ICU with regard to functionality and quality of life for ICU survivors has not been definitively answered with the current body of literature, but the observational data does suggest that 1) underfeeding remains a pervasive issue and 2) efforts should be made to enhance feeding practices.5,6 Traditionally, a rate-based feeding (RBF) protocol has been the standard practice, in which a continuous infusion rate is calculated to meet the estimated calorie and protein needs of a patient, using an enteral formula selected with regard to patient condition, and calculated off a 24-hour duration. However, in the ICU, underfeeding is so rampant that some dietitians may routinely recommend EN regimens with a higher infusion rate to compensate for predicted interruptions to feeding. Interruptions to EN may include stopping feeds for various procedures or treatments,7–9 complications such as diarrhea, vomiting or aspiration,10 periods of hemodynamic instability, loss of enteral access,9 miscommunications between dietitians, nurses, and medical providers, or feeding may be overlooked entirely for patients who are unable to voice their discomfort. Slow initiation and advancement of EN has also been identified as a barrier to meeting feeding targets.9,11

Table 1. Summary of Results from Single-Center Studies after Implementing VBF Protocols

Study DesignProtocol/InstitutionICU PopulationResults (all results summarized are statistically significant, p <0.05)
Pre/Post Protocol ImplementationPERFECT17MICU, SICUIncreased provision by 13.4% of prescribed calories
(pre: 87.9% + 13.8%, post: 101.3% + 11.7%), and 8.6% of prescribed protein (pre: 89.2% + 19.5%, post: 97.6% + 14.8%)
FEED ME16SICU, traumaIncreased provision by 26% of prescribed calories
(pre: 63% + 20%, post: 89% + 9%), and 0.13 g protein/kg (pre: 1.13 g protein/kg + 0.29 g protein/kg, post: 1.26 g protein/kg + 0.37 g protein/kg)
FEED MORE15MICU, neurosurgeryIncreased provision by 27% of prescribed calories (pre: 75%, post 102%), and 19% of prescribed protein (pre: 68%, post: 87%), increase in patients receiving >80% target calories by 29% (pre: 42%, post 71%)
Carolinas Medical Center Protocol24TraumaIncreased goal volume delivery by 8.3% (pre: 65%, post: 73.3%), increased patients receiving >80% delivery by 15% (pre: 17%, post: 32%)
University of Virginia Health System Protocol25SICU, trauma, burnsIncreased provision by 11.1% of prescribed calories
(pre: 73.4%, post: 84.5%), and 8.8% of prescribed protein (pre: 77.4%, post: 86.2%)
Palmetto Health
University of South Carolina21 using PEP uP protocol
SICU, traumaIncreased provision by 963 calories/d (pre: 347.4 calories/d, post: 1310.4 calories/d), and 64.8 g protein/d (pre: 18.2 g protein/d, post: 83.6 g protein/d)
Comparison
of VBF to RBF
 
FEED26MICU, SICU, traumaVBF group received 84% + 21% of prescribed calories and 90% + 25% or prescribed protein, RBF group received 73% + 11% of prescribed calories and 57% + 8% of prescribed protein
University of Louisville Medical Center Protocol27MICUVBF group received 92.9% + 16.8% of prescribed calories, RBF group received 80.9% +18.9% of prescribed calories
Stanford Health Care Protocol9MICU, SICU, neuro, cardiacVBF group received 93.1% + 11.3% of target volume, RBF group received 71.3% + 35.8% of target volume
University of Maryland, St Joseph’s Medical Center Protocol19MICU, SICU, cardiac
(non-ECMO)
VBF group received 99.8% of target volume, RBF group received 67.5% of target volume

Volume-based feeding is a nursing-driven feeding protocol in which the hourly EN infusion rate is adjusted with the aim of achieving a target daily goal volume. Implementation of VBF has been jointly recommended by ASPEN and Society for Critical Care Medicine (SCCM) to improve EN delivery in the ICU since 2016.12 The first VBF protocol, named the Enhanced Protein-Energy Provision via the Enteral Route in Critically Ill Patients (PEP uP) Protocol, was implemented and published by Heyland, et al. in 2010.13 Since then, several authors have adapted and expanded the original PEP uP protocol to meet the needs of their institutions. 

Table 2. Description of Various VBF Protocols

ProtocolInitiation of FeedingFrequency of Rate RecalculationInitial Formula TypeMaximum Feeding Rate
(mL/hr)
Gastric Residual Volume Threshold (mL)Unique Protocol Features
PEP uP13,14,18Initiate at goal rate (option to start
trophic for patients deemed unsuitable
for high volume)
Upon feeding interruptionPeptide-based (Peptamen 1.5)150 250Initial use of Metoclopramide 10 mg IV q 6 hours and protein modulars 14g BID
PERFECT17Advance to goal rate within 6h and maintain RBF for the first dayUpon feeding interruptionStandard (Osmolite HP
or Osmolite)
150500200 ml catch up bolus at the end of the day if feeding target not achieved
FEED ME16Initiate at 20 mL/hr and increase 10 mL/hr q 4 hrs to goal rateUpon feeding interruption or as soon as NPO at midnight order is received feeds are increased assuming 12 hours leftAny120350Initial protocol included bolus feeding which subsequently was removed from the protocol
FEED MORE15Initiate at 30 mL/hr and advance to goal rate after 4 hours, maintain RBF for the first dayAt least once daily and after feeding interruptionAlgorithm directed (Peptamen Intense VHP, Novasource Renal, Replete)150400
FEED26Not reportedDaily at 1600Standard (Nutrison Protein Plus)150300VBF included higher protein target of 1.5g/kg vs standard group 1.0 g/kg
University of Louisville Medical Center Protocol27Initiate at 25 mL/hr and advance 25 mL/hr q 8 hours to goal rateAfter feeding interruptionNot reportedSmall bowel feeding: 150
Gastric feeding: 280
400
Carolinas Medical Center Protocol24Initiate at half rate and advance to goal rate after 4 hoursAfter feeding interruptionAny150500
Stanford Health Care Protocol9Initiate at goal rateEvery time feeding volume is documented in the EMR (expectation is hourly)Any150not routinely checkedUse of an automated rate catch-up calculator embedded into the EMR
University of Maryland, St Joseph’s Medical Center Protocol19Initiate at 20 mL/hr and advance to goal rate at midnight q 4 hrs (4am, 8am, 12pm, 4pm, 8pm)Peptide based (Vital High Protein)120500 or two consecutive 250
University of Virginia Health System Protocol25Not reportedAfter feeding interruption and distributed over the next 24 hoursNot reported120500

Efficacy of Volume-Based Feeding Protocols 

A survey conducted across 201 ICUs within 26 countries evaluated the nutritional adequacy of EN regimens administered to 3390 patients. On average, the patients received only 61.2% of the prescribed calories and 57.6% of the prescribed protein with a mean energy deficit of 695 kcal/day.6 Only 26% of patients achieved >80% of caloric targets.6 This data captures the rampant nature of underfeeding in ICUs across the world. In a recent meta-analysis, patients who were fed using a VBF protocol received 386.61 more calories per day, 31.44 more grams of protein per day, and achieved >80% of caloric goals more often (odds ratio: 2.84) when compared to RBF, with no difference in mortality, mechanical ventilation, diarrhea, emesis, feeding intolerance, or gastric retention.8 Table 1 describes improvements in feeding provision from single center studies after implementing a VBF protocol. Of the authors who assessed impact to glycemic control, most found no difference between VBF and RBF in blood glucose levels9,13–16 except for Brierley-Hobson who found a higher mean morning BG in the VBF group (8.0 mmol/L vs. 8.5 mmol/L, p = 0.034) but no difference in insulin prescription.17 No studies reported on changes to electrolytes.

Table 3. Steps for Designing and Implementing a VBF Protocol

  • Form a multidisciplinary project team. Consider using medical students or dietetic interns to assist with data collection and educational material development.
  • Collect baseline data. Consider including data on age, gender, anthropometrics, primary team, admitting diagnosis, estimated calorie and protein targets, the EN prescription, and actual infusion of EN.
  • Analyze the data to determine the most impactful root causes of underfeeding.
  • Design a VBF protocol that integrates into existing workflows and targets the most impactful root causes.
  • Educate all impacted staff with educational materials targeted to their role in the protocol. Medical providers, nurses, and dietitians should each have tailored education. 
  • Choose a date to implement the workflow and transition appropriate patients to the VBF protocol.
  • Consider increasing staffing with project champions to provide real time support to all staff as they use the protocol for the first time.
  • Reinforce compliance with the protocol. Consider regular rounding on patients on the VBF protocol.
  • Repeat the data collection and compare pre and post protocol feeding adequacy.
  • Continuously monitor protocol compliance and address challenges.

Implementing Volume-Based Feeding Protocols

The original PEP uP protocol was designed to feed proactively and enhance feeding tolerance upfront, rather than wait for feeding complications and deficits to occur. Heyland and colleagues targeted the broadest ICU population possible with few exclusion criteria.13,18 As other institutions adopted their own VBF protocols, some of the original features of the PEP uP protocol were abandoned (no other protocols reported routinely using an initial prokinetic or protein modular), while other innovations were developed (building a rate catch up calculator into the EMR).9 Additionally, institutions may vary in their application of VBF protocols to meet various feeding targets recommended for the different phases of critical illness.Table 2 summarizes the various protocol designs that multiple institutions have used to implement VBF. 

The institutions that have adopted VBF emphasized the importance of including multidisciplinary champions to ensure the success of the initiative.14–17,19–21 The teams often included a dietitian, a nurse, and a physician. Education and implementation of the protocols occurred through a variety of modalities: presentations at huddles and staff meetings, in-services, and distribution of a bedside tool that described how to determine catch up rates. PEP uP educational materials are available at criticalcarenutrition.com.14 Stanford Health Care’s protocol embedded the catch up rate calculation into the electronic medical record where the nurses were already doing their hourly charting, which eliminated the task of manual calculation on behalf of the nurse.9

Nursing compliance is critical to the success of VBF protocols. The bedside nurse executes the VBF protocol as nurses are managing the EN infusion throughout the day. McCall, et al. surveyed bedside nurses after the PEP uP protocol was implemented at multiple centers.20 The registered nurse (RN) perception of the impact on workload was overall modest with 54% of RNs surveyed saying the protocol “increased workload a bit,” 36.6% responding “neutral,” and only 4.3% saying the protocol “increased workload considerably.”20 Initial protocol implementation and education should depend on the needs and availability of the nursing staff. Following implementation, reinforcement of protocol compliance is also necessary. Table 3 outlines suggested steps and recommendations for implementing a VBF protocol. 

There are many considerations for a VBF protocol design: 

Will the protocol be applied universally or only to selected patients? 

Who are the patients that are appropriate for the protocol? 

Does the protocol start upon initiation of EN, or when the patient is deemed to be more stable? 

Does the protocol itself dictate how feeds are initially advanced? 

Does the enteral formula choice matter? 

Does the enteral route matter?

What time of day does the rate calculation start and how often is it recalculated? 

What safeguards are necessary?

Is there a maximum rate that should not be exceeded? 

How will the rate catch up be calculated and by whom?

Patient population, acuity, feeding culture, resource availability, multidisciplinary team culture, and existing workflows will all play a part in the shape of each institution’s tailored VBF protocol.

Table 4. Opportunities to Enhance Feeding Practices

  • Establish clear protocols on when to start, wean, and pause EN.
  • Initiate EN at goal rate and limit slow initiation and advancement practices to specific conditions (e.g., refeeding, hemodynamic instability, risk for GI intolerance, etc.).7,11
  • Consider other feeding modalities when medically feasible such as cyclic and bolus feeds which may be less affected by pausing EN. 
  • Establish a procedure for when to implement supplemental intravenous lipid emulsion infusion or parenteral nutrition.2,10
  • Audit feeding practices and feeding protocol compliance, share audit results widely and routinely.
  • Add EN formulas and modulars to the medication administration record.
  • Staff and train ICU dietitians28 adequately and incorporate them into bedside rounds.

Table 5. Case Study
This case study demonstrates how VBF may improve feeding adequacy in a hypothetical patient. 

A patient presenting in adequate nutritional status suffered a hemorrhagic stroke. The patient was intubated and deemed stable for VBF initiation. The decision was made to initiate feeding on the first day of hospitalization and orders and enteral access were placed by 2pm. The feeding regimen is determined by the dietitian to be 1440 mL (continuous rate of 60 mL/hour) of a standard formula. 

The neurosurgeons decide that they will bring the patient to the operating room (OR) the following day. Institution specific protocols allow the patient to be fed up until departure to the OR. The patient is in the OR from 8am – 2pm and feeds are resumed upon returning from the OR. The following day the patient has no feeding interruptions. Table 5.a shows how much volume of formula the patient would have received if each institution’s protocol was followed. Table 5.b shows the volume of formula the patient would have received, with the change that holding enteral feeding (NPO) is required at midnight prior to surgery. 

The differences in Table 5.a and Table 5.b demonstrate that even with VBF, other feeding practices such as holding EN for hours before an operation, can thwart effectiveness of VBF.

Limitations of Volume-Based Feeding

A large majority of patients included in VBF protocols were admitted to medical ICUs (MICU) and a smaller proportion to surgical ICUs (SICU). Use in cardiac ICUs seems limited.9,14 The diagnoses of VBF patients is not explicitly described in several studies because primary clinicians were allowed to exclude patients deemed “not suitable” for VBF, without further elaborating on what the exclusion criteria were. Swiatlo, et al. described exclusion criteria from the VBF protocol as patients who were at risk for refeeding syndrome, at risk for severe GI intolerance, or were hemodynamically unstable.9 Often the patients deemed inappropriate for VBF may be the sickest, most at-risk patients.6 In order to optimize the feeding practices for all patients, other nutrition protocols such as reducing unnecessary enteral feeding interruptions and using supplemental parenteral nutrition (PN) should be part of a well-rounded feeding culture.2,10

Surgical patients seem to benefit less from VBF protocols. In an observational review of 150 ICUs, use of the PEP uP protocol did not result in higher calorie or protein delivery in SICU patients and overall, less calorie and protein delivery than MICU patients. Surgical ICU patients were more likely to receive trophic feeding, PN, or no nutrition at all compared to MICU patients.7 However, Table 1 shows that single centers may still have meaningful improvement with VBF in SICU populations. Single center success may be attributed to the wide variability in peri-procedural feeding practices, which is likely due in part to the lack of clinical guidelines around this topic.22 An in-depth discussion of other feeding strategies is beyond the scope of this review; however, opportunities to enhance a feeding culture are listed in Table 4. 

Table 5a. Case Study: Feeding Delivery Provision (mL) on Various VBF Protocols 

Institution ProtocolDay 1Day 2  (OR day)Day 3Overall % goal volume
RBF Protocol*5401080144071%
University of Maryland,
St Joseph’s Medical Center Protocol
19
2001440144071%
University of Louisville Medical Center Protocol276601440144082%
Carolinas Medical Center Protocol248401440144086%
Stanford Health Care Protocol9144014401440100%

Future Direction of Volume-Based Feedings

Volume-based feeding is a protocol that has commonly been limited to the ICU even though patients in all care settings may receive continuous EN. If patient instability is a primary reason that patients are excluded from VBF, it stands to reason that patients in lower acuity settings would be eligible for, and benefit from, VBF protocols. It may be advantageous to consider the nursing burden when designing protocols for areas that have higher nurse to patient ratios. Volume-based feeding protocols that involve fewer rate adjustments, at routine times of day, may lead to better adherence by bedside nurses who have more patients. 

Table 5b.
Case Study: Feeding Delivery Provision (mL) on Various VBF Protocols with the Practice of Holding EN at Midnight for non-GI Surgery

Institution ProtocolDay 1Day 2  (OR day)Day 3Overall % goal volume
RBF protocol*240860144059%
University of Maryland, St Joseph’s Medical Center Protocol192001080144063%
University of Louisville Medical Center Protocol273001440144074%
Carolinas Medical Center Protocol244801440144078%
Stanford Health Care Protocol96001440144081%
*Rate based feeding (RBF) in these examples includes initiating at 20 mL/hr and advancing 20 mL/hr q 8 hours, restarting EN at last infused rate after interruptions, day starts at 7am

Most protocols summarized in Table 2 require manual actions by the bedside nurse, such as referencing a chart or calculating new infusion rates. Only one group leveraged technology to streamline the process.9 In contrast, feeding pumps that automatically calculate and deliver VBF without any nurse manipulation have been developed and are being piloted in Europe.23 Any innovation that reduces nursing burden with VBF protocol implementation is likely to contribute to greater compliance in executing the protocol. See Table 5 for a case study outlining VBF practices across different protocols.

Conclusion

Volume-based feeding is an effective means to increase the provision of EN. For VBF to be effective, it must exist within a feeding culture that recognizes the importance of nutrition in optimizing patient outcomes and limiting the impact of malnutrition. VBF does not negate the need for other robust feeding protocols. However, when VBF is used in harmony with other evidence-based nutrition practices, it can lead to the maintenance and enhancement of the nutritional status of the most vulnerable patients.  

References

1. Guenter P, Abdelhadi R, Anthony P, et al. Malnutrition diagnoses and associated outcomes in hospitalized patients: United States, 2018. Nutr Clin Pract. 2021;36(5):957-969. 

2. Compher C, Bingham AL, McCall M, et al. Guidelines for the provision of nutrition support therapy in the adult critically ill patient: The American Society for Parenteral and Enteral Nutrition. J Parenter Enter Nutr. 2022;46(1):12-41. 

3. Summers MJ, Chapple L anne S, McClave SA, Deane AM. Event-rate and delta inflation when evaluating mortality as a primary outcome from randomized controlled trials of nutritional interventions during critical illness: a systematic review. Am J Clin Nutr. 2016;103(4):1083-1090. 

4. Fetterplace K, Ridley EJ, Beach L, et al. Quantifying Response to Nutrition Therapy During Critical Illness: Implications for Clinical Practice and Research? A Narrative Review. J Parenter Enter Nutr. 2021;45(2):251-266. 

5. Wei X, Day AG, Ouellette-Kuntz H, Heyland DK. The Association Between Nutritional Adequacy and Long-Term Outcomes in Critically Ill Patients Requiring Prolonged Mechanical Ventilation: A Multicenter Cohort Study*. Crit Care Med. 2015;43(8):1569-1579. 

6. Heyland DK, Dhaliwal R, Wang M, Day AG. The prevalence of iatrogenic underfeeding in the nutritionally ‘at-risk’ critically ill patient: Results of an international, multicenter, prospective study. Clin Nutr. 2015;34(4):659-666. 

7. Declercq B, Deane AM, Wang M, Chapman MJ, Heyland DK. Enhanced Protein-Energy Provision via the Enteral Route Feeding (PEPuP) Protocol in Critically Ill Surgical Patients: A Multicentre Prospective Evaluation. Anaesth Intensive Care. 2016;44(1):93-98. 

8. Wang L, Wang Y, Li HX, et al. Optimizing enteral nutrition delivery by implementing volume-based feeding protocol for critically ill patients: an updated meta-analysis and systematic review. Crit Care. 2023;27(1):173. 

9. Swiatlo T, Berta JW, Mauldin K. A Quality Improvement Study: Comparison of Volume-Based and Rate-Based Tube Feeding Efficacy and Clinical Outcomes in Critically Ill Patients. Nutr Clin Pract. 2020;35(3):578-583. 

10. Alsharif DJ, Alsharif FJ, Aljuraiban GS, Abulmeaty MMA. Effect of Supplemental Parenteral Nutrition Versus Enteral Nutrition Alone on Clinical Outcomes in Critically Ill Adult Patients: A Systematic Review and Meta-Analysis of Randomized Controlled Trials. Nutrients. 2020;12(10):2968. 

11. Dijkink S, Fuentes E, Quraishi SA, et al. Nutrition in the Surgical Intensive Care Unit: The Cost of Starting Low and Ramping Up Rates. Nutr Clin Pract. 2016;31(1):86-90. 

12. McClave SA, Taylor BE, Martindale RG, et al. Guidelines for the Provision and Assessment of Nutrition Support Therapy in the Adult Critically Ill Patient: Society of Critical Care Medicine (SCCM) and American Society for Parenteral and Enteral Nutrition (A.S.P.E.N.). J Parenter Enter Nutr. 2016;40(2):159-211. 

13. Heyland DK, Cahill NE, Dhaliwal R, et al. Enhanced protein-energy provision via the enteral route in critically ill patients: a single center feasibility trial of the PEP uP protocol. Crit Care. 2010;14(2):R78. 

14. Heyland DK, Dhaliwal R, Lemieux M, Wang M, Day AG. Implementing the PEP uP Protocol in Critical Care Units in Canada: Results of a Multicenter, Quality Improvement Study. J Parenter Enter Nutr. 2015;39(6):698-706. 

15. Holyk A, Belden V, Sirimaturos M, et al. Volume-Based Feeding Enhances Enteral Delivery by Maximizing the Optimal Rate of Enteral Feeding (FEED MORE). J Parenter Enter Nutr. 2020;44(6):1038-1046. 

16. Taylor B, Brody R, Denmark R, Southard R, Byham-Gray L. Improving Enteral Delivery Through the Adoption of the “Feed Early Enteral Diet Adequately for Maximum Effect (FEED ME)” Protocol in a Surgical Trauma ICU: A Quality Improvement Review. Nutr Clin Pract. 2014;29(5):639-648. 

17. Brierley-Hobson S, Clarke G, O’Keeffe V. Safety and efficacy of volume-based feeding in critically ill, mechanically ventilated adults using the ‘Protein & Energy Requirements Fed for Every Critically ill patient every Time’ (PERFECT) protocol: a before-and-after study. Crit Care. 2019;23(1):105. 

18. Heyland DK, Murch L, Cahill N, et al. Enhanced Protein-Energy Provision via the Enteral Route Feeding Protocol in Critically Ill Patients: Results of a Cluster Randomized Trial*. Crit Care Med. 2013;41(12):2743-2753. 

19. Bonomo A, Blume DL, Davis K, Kim HJ. Implementing Volume-Based Feeding to Optimize Delivery of Enteral Nutrition. Crit Care Nurse. 2021;41(2):16-26. 

20. McCall M, Cahill N, Murch L, et al. Lessons Learned From Implementing a Novel Feeding Protocol: Results of a Multicenter Evaluation of Educational Strategies. Nutr Clin Pract. 2014;29(4):510-517. 

21. Prest PJ, Justice J, Bell N, McCarroll R, Watson CM. A Volume-Based Feeding Protocol Improves Nutrient Delivery and Glycemic Control in a Surgical Trauma Intensive Care Unit. J Parenter Enter Nutr. 2020;44(5):880-888. 

22. Sparling JL, Nagrebetsky A, Mueller AL, et al. Preprocedural fasting policies for patients receiving tube feeding: A national survey. J Parenter Enter Nutr. 2023;47(8):1011-1020. 

23. Kagan I, Hellerman-Itzhaki M, Bendavid I, et al. Controlled enteral nutrition in critical care patients–A randomized clinical trial of a novel management system. Clin Nutr. 2023;42(9):1602-1609. 

24. Sachdev G, Backes K, Thomas BW, Sing RF, Huynh T. Volume-Based Protocol Improves Delivery of Enteral Nutrition in Critically Ill Trauma Patients. J Parenter Enter Nutr. 2020;44(5):874-879. 

25. Krebs ED, O’Donnell K, Berry A, Guidry CA, Hassinger TE, Sawyer RG. Volume-based feeding improves nutritional adequacy in surgical patients. Am J Surg. 2018;216(6):1155-1159. 

26. Fetterplace K, Deane AM, Tierney A, et al. Targeted Full Energy and Protein Delivery in Critically Ill Patients: A Pilot Randomized Controlled Trial (FEED Trial). J Parenter Enter Nutr. 2018;42(8):1252-1262. 

27. McClave SA, Saad MA, Esterle M, et al. Volume-Based Feeding in the Critically Ill Patient. J Parenter Enter Nutr. 2015;39(6):707-712. 

28. Heyland DK, Heyland RD, Cahill NE, et al. Creating a Culture of Clinical Excellence in Critical Care Nutrition: The 2008 “Best of the Best” Award. J Parenter Enter Nutr. 2010;34(6):707-715.

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SPECIAL ARTICLE

Malignant Tumors of the Small Intestine: A Case Series and Review of the Literature

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Small bowel neoplasms are uncommon gastrointestinal malignancies, but their incidence has risen in recent years. The main subtypes include adenocarcinoma and neuroendocrine tumors, each accounting for approximately 40% of cases, with sarcomas and lymphomas making up the remaining 20%. These neoplasms often present with nonspecific symptoms, complicating diagnosis. While chemotherapy may be used in some cases, surgical resection often remains the primary treatment. We present a case series that underscores the nonspecific nature of these malignancies and highlights the importance of advanced endoscopic techniques for diagnosis. We also propose an actionable approach to aid clinicians in diagnosing these malignancies, while reviewing the current literature for etiology, epidemiology, clinical presentation, diagnosis, and treatment of the various subtypes.

INTRODUCTION

Small bowel neoplasms constitute less than 3% of all gastrointestinal malignancies and 0.6% of all cancers in the United States.1–3 Their incidence has steadily increased in the last 20 years.3 The most common histologic subtypes are adenocarcinoma and neuroendocrine tumors, each accounting for approximately 40%. Stromal tumors, sarcomas, and lymphomas comprise the remaining 20%.4–8 Symptoms are non-specific and include abdominal pain, weight loss, nausea, vomiting, obstruction, and occult bleeding.9,10 Clinical signs are vague, the physical exam is frequently unremarkable, and visualization on radiological imaging is limited by motion artifacts, making it a challenging diagnosis.2,11 Endoscopic techniques, video capsule endoscopy, and push enteroscopy have improved our ability to identify these uncommon tumors. Unclear clinical signs and symptoms can lead to late diagnosis and treatment. We present a case series of five patients with vague clinical presentations that underwent extensive workup with advanced imaging modalities and were eventually diagnosed with a small bowel malignancy. 

CASE REPORT

Patient 1: A 43-year-old male with a past medical history of sarcoidosis presented with three months of worsening periumbilical pain and a 14-kilogram weight loss. Infectious workup, esophagogastroduodenoscopy (EGD), and colonoscopy was unrevealing. Video capsule endoscopy (VCE) demonstrated localized inflammation in the ileum, however, the capsule was unable to pass beyond this point (Figure 1). CT abdomen and pelvis revealed a partial small bowel obstruction. Small bowel enteroscopy demonstrated nonspecific inflammation of the ileum. CT enterography disclosed the presence of a stricture in the mid-ileum (Figure 2). Given the unclear etiology and persistent symptoms, three months following initial presentation, small bowel resection with side-to-side anastomosis was performed. Operative findings included an ileal stricture but otherwise normal bowel. Pathology revealed diffuse large B-cell lymphoma (DLBCL) of the small intestine (Figure 3) and the patient was treated with R-CHOP chemotherapy.12 

Patient 2: A 55-year-old female with a past medical history of Lynch syndrome and a family history of colon cancer presented with abdominal pain, nausea, vomiting and a 2.3-kilogram unintentional weight loss for one month. The physical examination and laboratory investigation were unremarkable. Magnetic resonance enterography showed a 6 centimeter (cm) proximal ileal segment with evidence of irregular concentric wall thickening. Small bowel enteroscopy revealed a white nodular ileal mucosa with areas of ulceration in the mid-ileum (Figure 4). Biopsies demonstrated low-grade follicular lymphoma four months after initial presentation. 

Patient 3: A 68-year-old-female with a past medical history of breast cancer presented with one month of abdominal pain, bloating and diarrhea. The physical examination and laboratory investigation work were unremarkable. Upper endoscopy revealed an antral nodule with regenerative changes and a hyperplastic duodenal bulb nodule with preserved villous architecture. Initial pathology revealed reactive gastropathy in the antrum and a benign hyperplastic/inflammatory polyp in the duodenum. Further evaluation with EGD and endoscopic ultrasound (EUS) indicated a 10 millimeter (mm) by 12 mm intramural lesion in the antrum of the stomach that was most consistent with a lipoma. Additionally, a hypoechoic 13 mm x 12 mm round mass in the duodenal bulb was seen confined to the mucosa (Figure 5). Endoscopic mucosal resection of the duodenal lesion was performed. A well-differentiated neuroendocrine tumor, low-grade World Health Organization (WHO) Grade 1 and 3, with tumor involvement of the muscularis mucosa was confirmed on biopsy six months following initial presentation. 

Patient 4: A 53-year-old-male without significant medical history presented following one month of vomiting and epigastric pain. A gastric emptying study showed 60% food residual with a prolonged gastric emptying half-time. Laboratory investigation, CT abdomen and pelvis, EGD and colonoscopy were unremarkable. His symptoms were initially attributed to gastroparesis and was treated with domperidone. He presented six months after initial presentation with a 23-kilogram weight loss and treated for refractory gastroparesis with metoclopramide and erythromycin. He was scheduled to undergo a gastric peroral endoscopic myotomy procedure, however EGD demonstrated 5 liters of fluid in a severely dilated duodenum suggesting an obstruction (Figure 6). Diagnostic laparoscopy revealed a nearly obstructing mass. A small bowel resection was performed, and moderately differentiated, invasive adenocarcinoma, invading through muscularis propria into nonperitonealized perimuscular tissue (mesentery and retroperitoneum) without serosal penetration, was confirmed on pathology (Figure 7).

Patient 5: A 71-year-old female with a past medical history of osteopenia and mitral regurgitation presented with intermittent abdominal pain for a few weeks and iron deficiency anemia (IDA) found on routine lab work. Colonoscopy at that time was unremarkable, however EGD at that time revealed moderate gastritis with scattered erosions and two superficial non-bleeding ulcers. She was started on a proton pump inhibitor with the assumption that gastritis was the source of her IDA. The abdominal pain persisted and resulted in loss of appetite due to the pain along with weight loss of 4.5 kilograms. Three months later she was found to have persistent IDA along with continued episodic abdominal pain and a VCE was performed. It demonstrated up to seven distinct areas of erythema, edema, and stricture in the small bowel, most of which were oozing blood, and a few lymph nodes in the proximal small bowel, one with central depression. Small bowel enteroscopy was performed and localized nodular mucosa was found in the second and fourth portion of the duodenum. Biopsies were taken and the pathology revealed low grade extranodal follicular lymphoma about four months after initial presentation. She is currently undergoing treatment with rituximab.

DISCUSSION

Small bowel cancer is uncommon; however, the incidence is on the rise, with an estimated 12,070 new cases and 2,070 deaths in the United States in 2023.3 Adenocarcinoma and neuroendocrine tumors are the most common histological subtypes of small bowel malignancies. 

Primary lymphoma of the gastrointestinal tract comprises 1%-4% of all gastrointestinal malignancies.13 The ileocecal region is one of the most involved areas for primary intestinal lymphoma and thus, it can mimic IBD and other colonic etiologies further delaying treatment due to its initial ambiguity. Typically, on radiographic imaging, small bowel lymphoma can present as a polypoid mass, multiple nodules, infiltrative form, an extraluminal mass, mucosal thickening or in the form of strictures as seen in our patient with DLBCL (Figure 2).13 However, CT imaging has a low sensitivity and specificity for detecting small bowel lymphomas. Thus, endoscopic evaluation can aid in the diagnosis of these tumors. In Figure 4, a white nodular ileal mucosa is seen in our patient diagnosed with follicular lymphoma on small bowel enteroscopy (SBE). A similar finding was seen in our patient with follicular lymphoma in the duodenal mucosa. The white nodular mucosa, which can include whitish polyps and white aggregates with or without ulceration of the mucosal layer, is consistent with the typical findings of follicular lymphoma seen on endoscopy.14–16 Furthermore, EUS has enhanced our ability to visualize lesions of the gastrointestinal tract. As seen in Figure 5, a hyperechoic duodenal bulb lesion was identified and subsequently diagnosed as a neuroendocrine tumor. While several studies evaluated the role of EUS in detecting pancreatic neuroendocrine tumors, specific characteristics regarding lesions of the small bowel have yet to be established.17 Given the rise in small bowel tumors, further studies are warranted to investigate the role of EUS in diagnoses of these malignancies. Additionally, intestinal ultrasound has been shown to accurately detect disease activity in the small bowel in patients with Crohn’s disease. However, this inexpensive and non-invasive imaging modality has yet to be described for the specific detection of small bowel tumors.18,19

Small bowel tumors are difficult to identify and there are no established guidelines on an initial testing strategy for diagnosis. We propose the following diagnostic approach for patients presenting with symptoms of intestinal disease such as abdominal pain, gastrointestinal bleeding, symptoms of small bowel obstruction with nausea and vomiting, weight loss or bowel perforation and there is a concern for a small bowel malignancy. Initial testing should include a non-invasive modality, abdominal imaging, either with CT or MRI to evaluate for any lesions. If no lesions are identified, but a high clinical suspicion remains, endoscopic evaluation may be performed to evaluate for a tumor and tissue biopsy if possible. Choice of endoscopic evaluation includes esophagogastroduodenoscopy, push enteroscopy, device assisted endoscopy, illeocolonoscopy and VCE. Modality should be chosen based on the individual patient’s presenting symptoms. For example, VCE should be avoided in patients presenting with signs and symptoms of a bowel obstruction.20 While several of these modalities were shown to assist in the diagnosis of localized small bowel adenocarcinoma, no single modality proved adequate for definitive diagnosis.21 If no lesion was identified and there remains a high level of suspicion for a small bowel tumor, further imaging maybe considered with CT enterography, fluorodeoxyglucose-positron emission tomography/CT (FDG PET/CT), or somatostatin receptor-based imaging if there is a concern for a neuroendocrine tumor.22–24 If workup is nonconclusive, surgical evaluation may be considered. 

LITERATURE REVIEW

Adenocarcinoma

Small bowel adenocarcinoma (SBA) is a rare tumor but comprises about 40% of all small bowel malignancies.25 It is most often diagnosed in the sixth decade of life with a slight male predominance. The duodenum is the most common location (55%–82%), followed by the jejunum (11%–25%) and ileum (7%–17%).26

The carcinogenesis of SBA is poorly understood. Nearly 20% of cases are associated with predisposing diseases such as Crohn’s disease, Lynch syndrome, familial adenomatous polyposis (FAP), Peutz–Jeghers syndrome and celiac disease.27

Specific genetic mutations have been linked to SBA. The KRAS mutation is one of the more commonly identified mutations and accounts for nearly 50% of cases.27–31 Mutations to TP53 are also relatively common27–31 and often confer a poor prognosis.32 However, they are less commonly found in duodenal lesions and those from mutations related to the deficient DNA mismatch repair abnormality (dMMR phenotype).31 The TP53 mutation is also more frequently reported in patients with Crohn’s disease.29 The prevalence of APC mutations accounts for a lower percentage of SBA, with a range from 13%-27%,28–31 in contrast to colorectal cancer where APC mutations make up approximately 80% of cases.27 APC mutations are also more common in tumors located in the duodenum.31 Alterations or amplifications of the ERBB2 gene have been reported in 7%-14% of tumors27–31 and are more frequently found in patients with Lynch syndrome.29 Other genetic mutations, such as the SMAD4 mutation account for 9%-17% of cases,28–31 but SMAD4 is associated with Crohn’s disease.33 Less commonly, the BRAF mutation has been seen with a lower frequency of 4%-11%27–31 and a mutation of BRCA2 has been reported at as low as 5% of SBA.28 A dMMR phenotype was found with a variable frequency in 5%-35% of cases26 and is more common in duodenal or jejunal tumors than ileal lesions.34 SBA with dMMR mutation is associated with a better prognosis.29

Lynch syndrome is an autosomal dominant inherited mutation in DNA mismatch repair genes, MLH1 and MSH2, leading to microsatellite instability that most often progresses to malignancy. It is associated with colorectal, endometrial, ovarian, skin, and small bowel malignancies among others. The association with small bowel malignancy is specifically seen in adenocarcinoma. The lifetime risk of Lynch syndrome patients developing SBA remains low, however, and is estimated at around 4%.35 During routine endoscopy, it is recommended to thoroughly evaluate the entire duodenum and distal ileum to identify these tumors.36

Systemic exploration of the entire small bowel with video capsule endoscopy (VCE) is not recommended unless there are suspicious symptoms including anemia, bleeding, or unexplained abdominal pain.36 Additionally, since SBA can reveal an underlying diagnosis of Lynch syndrome,37 MMR phenotyping must be carried out for all patients with SBA.38

Familial adenomatous polyposis (FAP) is an autosomal dominant inherited mutation of the APC gene resulting in numerous colonic polyps and colorectal carcinoma. Adenocarcinoma of the ampulla of Vater and duodenal adenocarcinoma are the second most common tumor localizations and the main cause of death.39 It is reported that 4.5% of patients with FAP develop upper gastrointestinal adenocarcinoma with 50% of cases found in the duodenum, 18%, in the ampulla of Vater, 12% in the stomach, 8.5% in the jejunum, and 1.7% in the ileum.40 

Endoscopic evaluation for screening of the duodenum is recommended in all patients with FAP.41 Exploration of the rest of the small bowel is only indicated in the setting of a normal esophagogastroduodenoscopy (EGD) and relevant symptoms as previously described.27

Peutz-Jeghers syndrome is an autosomal dominant inherited mutation in the tumor suppression gene STK11, with an increased risk of colorectal, stomach, pancreatic, small bowel, and breast cancers. This mutation leads to a lifetime incidence of small bowel adenocarcinoma of 1.7%-13%.42 Given the rarity of this disease, it is an overall uncommon etiology of SBA.

Juvenile polyposis syndrome is an autosomal dominant inherited syndrome with numerous hamartomatous polyps that can develop into cancer most commonly in the colon and stomach. There have also been reported cases of SBA in these patients related to a mutation in SMAD4.42

Crohn’s disease is an autoimmune disease characterized by chronic inflammation of potentially any segment of the digestive tract mucosa. It most commonly affects the colon and distal ileum. Inflammation leads to an increased risk of developing a malignancy. Therefore, in the case of patients with Crohn’s disease, SBA is more commonly found in the ileum, as opposed to sporadic SBA as discussed above. Most SBA cases in patients with Crohn’s disease are found in the ileum, followed by the jejunum, and duodenum.43 It also tends to be diagnosed in younger patients.43 In a large cohort study, the standardized incidence ratio of Crohn’s patients developing SBA ranged from 34.9 (95% CI, 11.3–81.5) -46 (95% CI, 12.5–117.8).44 Patients who have had a small bowel resection or who have been treated with salicylate for a prolonged time are at lower risk of developing SBA.45 The SBA associated with Crohn’s disease is often associated with an aggressive phenotype and frequently metastasizes.43

Celiac disease is associated with a higher risk of developing SBA when compared to the general population, however, the reported lifetime risk of patients with celiac disease developing SBA is less than 1%.42 Patients diagnosed with SBA should be systematically screened for celiac disease, as the presence of SBA can reveal an underlying mild disease.27 

Given the rarity of SBA and the nonspecific symptom presentation, there is no clear screening guideline for SBA. Often, the most common presenting symptom is abdominal pain, which carries an extremely broad differential diagnosis. Some other symptoms reported are bleeding from the gastrointestinal tract and obstruction. Duodenal SBA is less likely to cause obstruction when compared to jejunal and ileal tumors.27 According to one study, the diagnosis is most often made by upper endoscopy (28%), followed by surgery (26%), small bowel barium transit (22%), computed tomography (CT) scan (18%), and ultrasound examination (3%).4,27 While upper endoscopy is helpful for the diagnosis of duodenal lesions, colonoscopies are utilized for diagnosing ileal lesions, and video capsule endoscopy (VCE) and CT enterography (CTE) for jejunal lesions.43 

Video capsule endoscopy should not be used if there is a suspicion of occlusion or sub-occlusive disease.43 Video capsule endoscopy may miss lesions of the duodenum and proximal jejunum given the fast transit of gastric contents in those areas.46 

When compared to VCE, magnetic resonance enterography (MRE) was found to be superior at identifying large polyps.47 MRE was also found to be more accurate in identifying small bowel tumors when compared to CTE.48 

Double balloon enteroscopy (DBE) can be used to obtain preoperative histological diagnosis.49 Device-assisted enteroscopy can be used to remove polyps to prevent malignant transformation, bleeding or obstruction, or tattoo lesions before surgery.27,50 Despite these newer endoscopic tools, there has been no reported improvement in early diagnosis.51

Histologically, SBA is characterized by glandular formation, like colorectal adenocarcinomas. In well-differentiated adenocarcinoma, greater than 95% of the tumor is gland-forming, whereas in moderately differentiated adenocarcinoma between 50-95% is gland-forming. Poorly differentiated adenocarcinoma is mostly solid with less than 50% gland formation.52 

Duodenal adenocarcinomas distal from the ampulla are broken down into two major histologic phenotypes, intestinal-type and gastric-type. The intestinal type is morphologically like colorectal adenocarcinoma, whereas the gastric type is associated with gastric foveolar metaplasia or Brunner gland hyperplasia. The intestinal type is associated with a longer survival27 and generally expresses proteins; CDX-2, MUC2 and CD10, while the gastric-type adenocarcinomas express MUC5AC and MUC6.53 Immunohistochemical staining is not generally needed to differentiate between the types but may be helpful for challenging cases.27 Tumors that arise near the ampulla have intestinal or pancreaticobiliary differentiation, however, it is often a mix of the two. Immunohistochemical staining can help differentiate the two.54

Once diagnosed, the initial workup includes a contrast-enhanced thoracic-abdominal-pelvic CT scan to evaluate local and metastatic extension.43 Staging is based on standard intestinal TNM and it is recommended to assess a minimum of eight lymph nodes if surgery is necessary.38 A positron emission tomography (PET) scan is not indicated but may be considered if there is doubt about whether metastases are visualized on CT. Endoscopy and colonoscopy are indicated if there is concern for or evidence of an underlying genetic predisposition. For duodenal adenocarcinoma, an endoscopic ultrasound should be performed to assess the depth of invasion and to differentiate duodenal lesions from pancreatic, biliary, and ampullary lesions.27 A CEA and CA 19-9 level should also be obtained. Additionally, anti-transglutaminase antibodies and duodenal biopsies should be performed to detect possible underlying celiac disease. Screening for microsatellite instability or loss of expression of one of the MMR proteins should be performed to screen for Lynch syndrome.27

The first-line treatment for localized SBA is resection of the lesion.55 Patients should be screened for 5 years after a curative resection for clinical exam, imaging, and tumor marker levels.27,56

If, however, there is an advanced disease, including an unresectable tumor or metastases, systemic chemotherapy should be administered.55 The retrospective series reported the best results in terms of response, survival, and toxicity with the use of 5-fluorouracil/leucovorin along with oxaliplatin (FOLFOX).57–60 There is also some evidence that capecitabine plus oxaliplatin (CAPOX) can be used as a first-line treatment.61 If patients fail platinum-based therapy, the folinic acid (leucovorin), fluorouracil, and irinotecan (FOLFIRI) regimen has shown some success in a series of patients.62

Neuroendocrine tumors

Neuroendocrine neoplasia (NEN) is described as a heterogeneous group of cancers derived from neuroendocrine cells found throughout the body.63 After the lung, the small bowel is the next most common location of NENs.64 They can be found throughout the GI tract but are specifically seen in the small intestine (45%), rectum (20%), appendix (16%), colon (11%), stomach (7%), and pancreas (5%-10%).63, 65 About 40% of all small bowel malignancies are neuroendocrine tumors.27 Neuroendocrine tumors of the small bowel (SB-NEN) mainly involve the ileum.8 Approximately 30% of patients with SB-NEN will have metastatic disease at the time of diagnosis8 most often with spread to the liver.63

Risk factors associated with the development of NEN include smoking, family history of cancer, and prior cholecystectomy.66

The development of SB-NEN is associated with a mutation of the MutY human homologue gene.67 The most common genetic predisposition is multiple endocrine neoplasia type 1 (MEN1), making up 5%-10% of these tumors.8

Early in the disease process, there are usually few or no symptoms, and the late symptoms are a result of mass effect or liver metastasis.63,68–70 Of patients with SB-NEN, 15%-20% are without symptoms and lesions are found incidentally.64 The most common symptom is abdominal pain, but these patients can also present with gastrointestinal bleeding or anemia. The SB-NENs are typically small lesions, but they can cause an extensive fibrotic reaction. This can result in narrowing or twisting of the bowel leading to obstruction and possible mesenteric ischemia. Occasionally, they grow large enough to cause obstruction.63

About 10% of patients with metastatic disease develop carcinoid syndrome, especially if the liver is the site of metastases. There are several hormones produced by the NEN cells, including serotonin, neurokinin A, and histamine, but when the disease is localized to the small bowel, the liver can inactivate the hormones. Once the disease metastasizes the hormones can bypass portal circulation and lead to symptomatic carcinoid. The most common symptoms are facial flushing, diarrhea, abdominal cramps, heart valvular disease, telangiectasias, edema, and wheezing.63 About 20% of patients have cardiac involvement, primarily affecting the right side of the heart leading to valve fibrosis patients with metastatic disease, which is associated with a poor prognosis.64

Given the nonspecific presentation of most NEN, laboratory investigation and imaging obtained for the diagnosis will often vary, but both can aid in making the diagnosis. Those who present with carcinoid symptoms will likely undergo biochemical testing first, while those with abdominal pain will begin with imaging.

NENs produce many hormones, as mentioned above, including 5-hydroxyindoleacetic acid (5-HIAA) and chromogranin A (CgA), both of which can be helpful when attempting to diagnose SB-NEN.71 A 24-hour urine 5-HIAA is highly specific for SB-NEN. Chromogranin A is a sensitive and specific test for NEN, however, renal failure, severe hypertension, vitamin B12 deficiency and proton pump inhibitor therapy can cause false elevations. Chromogranin A has also been correlated with disease burden survival rates.63,72

NENs also produce pancreastatin, and serial pancreastatin levels can be useful to predict and monitor responses to therapy and may be a good alternative to chromogranin A.72

Imaging studies can include CT, MRI, and ultrasound. SB-NENs, however, are rarely visualized on CT, but CT can be helpful as it can reveal lymph node and other metastases. CT angiography can sometimes visualize valvular involvement.63

Octreotide scans, DBE, and VCE are used as additional modalities with a reported diagnostic yield of 85%, 83%, and 10% respectively.63 In occult disease, VCE appears to be superior to DBE, but may underestimate the tumor burden.73 DBE and VCE are most helpful for diagnosing jejunal and ileal SB-NENs.63 Positron emission tomography scans are useful for detecting small SB-NEN tumors as well as metastases of all sizes, including small lymph node metastases.74 Diagnosis is sometimes only made after surgical resection of an obstructed bowel. If surgery has not yet been performed, endoscopic guided biopsy is needed for histological confirmation.63

To classify the NENs, protein markers, either the Ki67 index or number of mitoses per 10 high power field (HPF) is used.  Grade 1 NENs show a Ki67 of less than 3%, or less than 2 mitoses per 10 HPF. Grade 2 NENs have a Ki67 index from 3%-20%, or 2 – 20 mitoses per 10 HPF. Grade 3 NENs have a Ki67 index of greater than 20%, or greater than 20 mitoses per 10 HPF.63 Grade three lesions are further subclassified into G3 NENs and G3 neuroendocrine carcinomas (NEC) and is based on their differentiation. Grade 3 NENs are well differentiated while G3 NECs are poorly differentiated.75

Treatment is challenging due to difficulty in diagnosis and advanced disease at the time of presentation. Management depends on whether the tumor is local or metastatic. However, survival time can be long, even in those with advanced disease.63 Patients with localized tumors with or without regional mesentery metastasis should undergo curative resection. During surgery, manual palpation of the small bowel is recommended, as it was found to catch up to 70% of lesions missed by imaging, thus laparoscopy is not recommended.63,75 To prevent locoregional recurrence, an extensive lymphadenectomy is required and removing at least 12 nodes was related to better overall survival.63 In cases where there is peritoneal involvement leading to peritoneal carcinomatosis (up to 30%), the peritoneal tumors should also be resected given the risk of fatal obstruction.63 If the primary tumor is in the terminal ileum, a right hemicolectomy is indicated.76

Patients with small bowel NENs that have metastasized can still benefit from surgical resection as it has been shown to provide symptomatic relief and increased overall survival but it is rarely curative.63,77 At the time of surgery in a patient who will be treated with a somatostatin analog (SSA), a prophylactic cholecystectomy should be performed due to the high presence of gallstones in patients on SSAs.77

First-line treatment in advanced or metastatic NENs, or the case of carcinoid syndrome, is with somatostatin analogs.77 Injections of long-acting octreotide LAR or lanreotide are received every four weeks. Short-acting octreotide may be given more frequently to improve symptoms or rescue therapy.63 Giving long-acting octreotide LAR along with interferon-alpha was shown to be beneficial for inhibiting hormone secretion and proliferation of the NENs.78

Everolimus, a rapamycin inhibitor, has been studied for use on advanced NENs. It is only approved for use in progressive non-functional NENs, however, in practice it is commonly used in all patients with progressive disease.63,79

Peptide receptor radionuclide therapy (PRRT), including radionuclides such as Yttrium-90 (90Y) and Lutetium-177 (177Lu), can be used in well-differentiated metastatic disease.63,80

While cytotoxic chemotherapy is regularly used for pancreatic NENs, it was shown to have an inferior role in SB-NENs. Nonetheless, due to a low adverse effect profile and easy administration, capecitabine and temozolomide are good second and third-line treatments for progressive SB NENs.63

In contrast to NENs, neuroendocrine carcinomas (NECs) are extremely rare and carry a poor prognosis. Therefore, surgical resection is not recommended. Cisplatin or carboplatin along with etoposide are, however, used as first-line treatment. It should be noted though that high-grade (Ki-67 index between 20% and 55%) NECs have shown low response rates to platinum-based chemotherapy.81

Lymphoma

The gastrointestinal tract is the most common site for lymphoma second only to the lymph nodes themselves.13 The small intestine is the second most common gastrointestinal site to be affected by lymphoma.13,82 There are several types of small bowel lymphoma including diffuse large B cell lymphoma (DLBCL), mucosa-associated lymphoid tissue (MALT) lymphoma, follicular lymphoma, mantle cell lymphoma (MCL), Burkitt lymphoma, and T-cell lymphoma.

Lymphoma makes up to 15%-20% of small intestinal tumors. The most common site is the ileum (60%-65%) followed by jejunum (20%- 25%), and duodenum (6%-8%).13 The age at diagnosis of small intestinal lymphoma is variable depending on the histological subtype and has a male predominance.13,83 Most often small intestine lymphomas need to be surgically resected for both diagnosis and treatment. In the presence of advanced disease, systemic therapy is often needed.

Diffuse large B cell lymphoma, is the most common intestinal lymphoma13, 83 and is most often found in the ileocecal region with rare duodenal involvement.84 Most DLBCLs occur in the sixth decade of life, with a male predominance. They can arise on their own or as a result of a transformation of indolent lymphoma, most prominently MALT, but cases have also been seen with immunoproliferative small intestinal disease (IPSID). De novo DLBCLs are BCL2 and CD10 positive, as opposed to DLBCL originating from MALT which are BCL2 and CD10 negative. Chromosomal rearrangements of the C-myc gene are responsible for 10%-45% of cases.83 On esophagogastroduodenoscopy (EGD), DLBCL appears as ulcerative or protruded lesions and characteristically can be seen as an auriculate ulcer mound.84 Biopsy will consist of diffuse proliferation of large b cells and a Ki-67 positivity usually greater than 40%.84 DLBCL is aggressive, however, it responds well to chemotherapy.84

Mucosa-associated lymphoid tissue lymphoma can occur as polyps in the small bowel83 and can arise in locations throughout the intestines. Often nodular lesions are the predominant feature (58.3%), followed by ulcers (16.7%), flat depression (16.7%), and subepithelial tumors (8.3%).85 Neoplastic cells are positive for protein CD20, but negative for CD3, CD5, and cyclin D1, differentiating it from other forms of lymphoma. It carries a higher risk of transforming to DLBCL than gastric MALT.84

A variant of MALT lymphoma, IPSID, formerly known as alpha chain disease, is caused by infection with Campylobacter jejuni.86 The median age at diagnosis is 20-30.83 It mainly affects older children and young adults from low socioeconomic status in developing countries. The majority of reported cases are from the Middle East, the Far East, and North and South Africa.86 It is characterized by mucosal infiltration with plasma cells that secrete immunoglobulins that only have a heavy chain but lack a light chain, and it mainly affects the proximal small bowel.13,86 The common presenting symptoms are abdominal pain and diarrhea.86

Follicular lymphoma of the small bowel is common in the duodenum but can arise in locations throughout the intestines, similar to MALT.13 It predominantly affects middle-aged women.83 It is most commonly diagnosed incidentally in patients undergoing EGD for other indications.84 It is visualized as polyps in the small bowel, typically as small white granules.83,84 The t(14;18) translocation of the immunoglobulin heavy chain and BCL2 is characteristic in most cases. Follicular lymphoma cells express CD10 and BCL2 in about 90% of cases.13 Immunostaining is essential for definitive diagnosis and often positive for CD10, BCL2, and BCL6.84 Notably, follicular lymphoma is negative for cyclin D1 and CD5, differentiating it from MCL.13

Mantle cell lymphoma primarily affects individuals over the age of 50. It is most often found in the terminal ileum and jejunum.13 It occurs as polyps in the small bowel and can present with numerous polyps, also known as multiple lymphomatous polyposis.83 It should be noted, however, that this feature is also seen with follicular lymphoma and MALT, albeit with much less frequency.13 MCL is caused by a rearrangement of the BCL1 locus through a translocation of cyclin D1 and heavy chain immunoglobulin via t(11;14) leading to upregulation of cyclin D1. There have been reported cases of cyclin D1 negative MCL, which instead have upregulation of cyclin D2 and D3.87 Some cases are CD5-positive.13,87 Immunostaining is again essential for definitive diagnosis and may be positive for CD5, cyclin D1, and SOX11.84

Burkitt lymphoma primarily affects children and is associated with EBV and HIV/AIDS.13 It occurs as a firm mass most commonly in the ileocecal region.83

Histopathologically, about 90% of primary gastrointestinal lymphomas are from B cells, with very few T cell lymphomas and Hodgkin lymphomas.13 When T cell lymphomas occur in the small bowel, they occur as enteropathy-associated T cell lymphoma (EATL), monomorphic epitheliotropic intestinal T-cell lymphoma, or intestinal T cell lymphoma not otherwise specified.84

EATL, formerly known as EATL I, is most commonly located in the jejunum and presents as multiple ulcers, tumors, and strictures. It is most often diagnosed in the sixth decade of life, affecting men and women with similar frequency. Refractory celiac disease that does not improve with a gluten-free diet accounts for 0.5% -1% of cases. EATL is frequently CD30 positive. A reactive inflammatory infiltrate is commonly seen, and necrosis may be present in some cases.83

Monomorphic epitheliotropic intestinal T cell lymphoma, formerly EATL II, is usually not associated with celiac disease.84 It is CD30-negative and has no associated inflammation or necrosis of the cells.83

Aggressive t-cell lymphomas that lack the clinical and pathological features of one of the other categories of T cell lymphomas are categorized as T cell lymphoma not otherwise specified.84

There are currently no guidelines for the treatment of MALT lymphoma of the small intestine. Localized MALT can be surgically or endoscopically resected or treated with radiation therapy. Advanced disease with lesions in multiple locations throughout the small intestine warrants multi-agent chemotherapy.13 Helicobacter pylori eradication therapy showed a slower response rate when compared to its use for treatment of gastric MALT.84

Clinical presentation small bowel lymphomas are nonspecific and can include abdominal pain, nausea, vomiting, and weight loss. Rarely, it may present as obstruction, intussusception, perforation, or diarrhea.88

Radiologic findings of lymphoma in the small intestine are not specific, making it difficult to distinguish from other lesions, and not an appropriate method to determine the subtype. Some common features found in barium studies and CT include polypoid form, infiltrative form, and multiple nodules. IPSID often has a disseminated nodular pattern, causing a mucosal fold irregularity, speculation, and thickening most often in the proximal small bowel. Burkitt lymphoma will usually present with a mass found in the right lower quadrant. EATL usually presents with nodules, ulcers, or strictures.13

On VCE small intestinal lymphomas appear as a mass, polyp, or ulcer, indistinguishable from other lesions.89 Double balloon push enteroscopy can be used to diagnose and biopsy the lesions.13

EUS helps diagnose lesions and is superior to CT when it comes to the tumor and node aspects of staging as it can provide details regarding invasion of mucosa, submucosa, muscularis propria, or further that CT cannot provide.13

CT of the chest, abdomen, and pelvis is still used to assist in staging. 18F-fluorodeoxyglucose positron emission tomography (FDG-PET) scans have been particularly helpful in staging DLBCL, follicular lymphoma, and MCL, but has not shown benefit for the MALT lymphomas.13

In the early stages, IPSID can be treated with antibiotics such as tetracycline or a combination of metronidazole and ampicillin, however, remission within 6-12 months is common. Once it reaches intermediate or advanced stage disease antibiotics, such as tetracycline, along with anthracycline-based chemotherapy are effective. Surgery as a treatment method has a limited role given the diffuse involvement found in most cases, but it is sometimes needed for making an accurate diagnosis.13

For low-grade indolent follicular lymphoma, waiting until the patient becomes symptomatic to therapeutically intervene is acceptable.13,84 If patients become symptomatic or in cases of advanced disease, surgery, chemotherapy consisting of cyclophosphamide, doxorubicin, vincristine and prednisolone (CHOP), and/or radiation are needed.13 Rituximab appears to be beneficial, however, its true value has not been confirmed.13 Recent data suggests that some predictive factors include if the lesion is located through more than half of the circumference of the intestinal lumen and if there are dense granular elevations without distinct boundaries.90 These factors can influence progression, stage, and possible transformation into DLBCL, and may require surveillance in the short term.84,90

MCL has a poor prognosis and has shown poor response to treatment with short remission after chemotherapy. Ideally, patients should receive a stem cell transplant, which is generally preceded by the administration of rituximab and CHOP or rituximab and cyclophosphamide, vincristine, doxorubicin and dexamethasone. Rituximab alone or in combination with a purine nucleoside analog can be used in patients not eligible for stem cell transplant.13

Burkitt lymphoma often requires an aggressive approach including high-intensity chemotherapy with agents such as rituximab, cyclophosphamide, vincristine, doxorubicin, methotrexate and cytarabine.13,83 High-dose chemoradiation and hematopoietic stem cell transplants are also beneficial.13,91

There are no guidelines for the management of EATL, and it generally carries a poor prognosis.13,84 Anthracycline-based chemotherapy is the mainstay treatment, although it has a poor response.13 Curative or debulking surgery is recommended to remove the gross EATL and to prevent obstruction or perforation in high-risk cases before initiation of chemotherapy if the patient can undergo surgery.92 It has been reported that surgical resection followed by intense combination of chemotherapy and autologous stem cell transplant can achieve a good response,93 but EATL remains an aggressive form of lymphoma with a poor prognosis.

Sarcoma/GIST

Gastrointestinal stromal tumors (GISTs) arise from the interstitial cells of Cajal, which are cells that electrically mediate peristalsis throughout the GI tract.94 GISTs are largely caused by a mutation that leads to the overexpression of the tyrosine kinase receptor KIT.95 They can also be caused by a mutation to the platelet-derived growth factor receptor-α (PDGFR-α).96 About 10%-30% will become malignant and can develop into aggressive sarcomas.94,97

They are most often diagnosed in the sixth decade of life, with a frequency of about 7-14 cases per million per year.94,98–100 There is a slight male predominance.101,102 GISTs most commonly occur in the stomach (51%), followed by the small intestine (36%), colon (7%), rectum (5%), and esophagus (1%).98

Presenting symptoms are nonspecific and can include melena, hematemesis, abdominal pain, abdominal distension.94,103 It is reported that a significant number of patients are asymptomatic, and in those patients the GIST is often found incidentally either after surgery for other reasons or postmortem on endoscopy.94,99

Gastrointestinal stromal tumors are usually detected as subepithelial lesions (SEL) on endoscopy, sometimes incidentally.94 Numerous types of lesions, however, can present as SLEs including leiomyomas, schwannomas, lipomas, gastrointestinal tract compression, varices, and an ectopic pancreas, among other lesions.104 SELs are not frequently biopsied using regular endoscopic forceps biopsy, as it cannot reach the tumor beyond the overlying mucosa and submucosa.94,105 This makes GISTs hard to histologically diagnose as the tumor cells may be covered by normal mucosa. Additionally, while jumbo biopsy, which uses a forceps able to obtain larger tissue samples than a regular forceps, or bite-on-bite biopsy, which is when the endoscopist takes multiple sequential biopsies from the same location, may sound promising, the diagnostic yield was found to be relatively weak, ranging from 17%-59%.106,107 There was also an increased risk for major bleed requiring hemostasis with jumbo biopsy.107 Therefore EUS-guided fine needle aspiration is key for allowing a safe and effective method of biopsy.104,108,109 It is also important for earlier and more accurate histological identification of the lesions, with a success rate ranging from 62%-93.4%.94,110 On EUS a GIST will appear as a hypoechoic solid mass but cannot alone be used to diagnose a GIST.94 A fine needle aspiration is technically difficult on SELs less than 1 cm and is therefore only recommended for lesions larger than 1cm.94,111 Lesions less than 1cm are recommended to undergo periodic EUS follow-ups every 6 months to 1 year.94

Definitive diagnosis relies on immunohistochemical staining. A diagnosis of GIST can be made if the cells are positive for KIT, CD34, gastrointestinal stromal tumor 1 (DOG1), and/or PDGFR-α.112 Typically, GISTs will be KIT or CD34-positive.94

The standard treatment of localized GISTs without metastasis is surgical resection, and it is the only potential treatment for permanent cure. Despite complete resection, recurrence occurs in 40%-50% of patients.94,112

If the GIST has already developed metastases, is unresectable, or is recurrent, it is treated with a tyrosine kinase inhibitor.113 Tyrosine kinase inhibitors often do not completely cure the disease, making early detection and early surgical resection of utmost importance.94,104

Even for those who underwent complete surgical resection, an abdominal CT with contrast is recommended for surveillance to detect possible local recurrence, liver metastases, and peritoneal dissemination. National Comprehensive Cancer Network (NCCN) guidelines recommend a CT every 3-6 months for the first 3-5 years post-surgery, with an annual CT in the following years. The European Society for Clinical Oncology (ESMO) guidelines recommend high-risk patients get a CT every 3-6 months while on adjuvant therapy, and then every 3 months once adjuvant therapy has been completed. Then it is recommended annually for the next 5 years. For low-risk patients, the recommendation is for CT or MRI every 6-12 months for 5 years.114 Few recurrences occurred after 10 years of follow up,114 and although the exact duration of surveillance is not defined it is still recommended to continue observation beyond 10 years.94

CONCLUSION

Small bowel malignancies are uncommon with increasing incidence in the last decade. The main histological types are adenocarcinomas, neuroendocrine tumors, stromal tumors/sarcomas and lymphomas. The clinical presentation is often nonspecific, making it a challenging diagnosis that results in delayed treatment. In our series, presenting symptoms among all patients were consistent with non-specific gastrointestinal symptoms, an unremarkable physical examination and normal laboratory investigation. While advanced endoscopic techniques have improved our ability to identify these uncommon tumors, in our case series, definitive diagnosis was delayed up to six months from the initial presentation due to the unclear etiology and treatments varied based on histologic subtype. Initial testing strategy in patients suspected of having a small bowel tumor should begin with non-invasive imaging and subsequently endoscopic evaluation, choice of procedure chosen based on the patient’s presenting symptoms. Larger and more powerful studies are needed to provide further insight on a more targeted diagnostic and treatment approach for improved clinical outcomes. 

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DISPATCHES FROM THE GUILD CONFERENCE, SERIES #69

Taking Care of the Whole Patient with IBD: A Focus on Prevention and Health Maintenance for Primary Care Providers

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Inflammatory bowel disease (IBD) is a chronic, immune-mediated disease characterized by intestinal inflammation and extraintestinal symptoms. The chronic and fluctuating nature of the disease, as well as side effects and immunosuppression from medication regimens necessitates consistent follow-up. Current guidelines detailing proper care of these patients are often written through a highly specialized lens or provide a detailed review of a specific topic. There is limited educational material written to assist primary care providers (PCP) in caring for these complex patients. This article aims to provide a holistic, centralized, and practical reference to guide PCPs in more confidently managing preventative medicine and disease monitoring for their patients with IBD. 

Inflammatory bowel disease (IBD) is a chronic, immune-mediated disease of the gastrointestinal (GI) tract that usually presents with varied symptoms including abdominal pain, diarrhea, increased stool frequency, urgency, rectal bleeding, weight loss and other extraintestinal symptoms. IBD can be further categorized into ulcerative colitis (UC), Crohn’s disease (CD), and IBD-unspecified (IBD-U). There are multiple guidelines available on how to care for patients with IBD, although limited direction for the primary care provider (PCP) audience. This article is written to provide guidance for PCPs, with a specific focus on health maintenance and prevention in patients with IBD (Table 1). 

Disease Evaluation

Similar to other chronic conditions, symptom assessment and laboratory testing should be obtained at annual physical exams or in an individual, problem-directed clinic visit. Visits may include characterization of bowel frequency, consistency, urgency, rectal bleeding, abdominal pain, nausea, assessment of oral intake and evaluation of medication and substance use. However, it is important to note that symptom assessment alone cannot ensure adequate control of inflammation.

Table 1. Health Maintenance and Prevention Recommendations for Patients with Inflammatory Bowel Disease 

Topic Recommendations 
DISEASE EVALUATION 
Clinical symptom assessment At every visit. Can employ clinical assessment tools such as Harvey-Bradshaw Index for Crohn’s disease and Simple Colitis Activity Index for ulcerative colitis. 
Inflammation assessment Routine blood work: CBC, CMP, CRP, iron studies, Vitamin D, Vitamin B12 (if ileal disease), fecal calprotectin. 
MEDICATION REVIEW 
Review of all medications and recreational substance use At every visit.  Includes but not limited to steroid use, steroid-sparing IBD therapy, analgesics, alcohol, tobacco, and cannabis use. 
VACCINATIONS 
Vaccination review Review at time of diagnosis and with every subsequent visit. Patients with IBD should be up to date on all recommended vaccinations ideally prior to starting IS therapy. Please refer to Table 2 for more guidance. 
CANCER PREVENTION 
Cervical cancer screening Annual for patients on thiopurines and JAK inhibitors.  Q3 years with cervical cytology alone in women aged 21-29.  Q5 years with HPV co-testing with cytology in women aged 30-65 years of age. 
Skin cancer screening Baseline examination for all patients with IBD.  Annually, especially for patients on thiopurines and JAK inhibitors. 
Colorectal cancer screening Colonoscopy is gold-standard.  Beginning 8 years after diagnosis of IBD (>1/3 colon involvement).  At diagnosis of those with primary sclerosing cholangitis.  Interval afterwards varies on degree of colonic inflammation and dysplastic findings on initial colonoscopy. 
OTHER RECOMMENDED SCREENINGS 
Bone mineral density testing DEXA bone scanning should be completed in patients with IBD who meet any of the high-risk criteria. 
Vitamin D monitoring Annual monitoring of Vitamin D OH-25 level is recommended. Supplementation with combined calcium and vitamin D therapy is recommended in patients with vitamin D deficiency. 
Mental health screening Annual screening for anxiety and depression with PHQ-2 and GAD7 questionnaires. 
FERTILITY CONSIDERATIONS 
Contraceptives Intrauterine devices are the first line for women with IBD. Increased risk of VTE for oral contraceptives but not contraindicated. Preconceptual counseling in all women with IBD. 
Perimenopausal Hormonal replacement therapy can be a safe option to reduce menopausal and IBD symptoms. 
NUTRITIONAL ASSESSMENT 
Evaluation of nutritional status Reviewed at every visit [body weight, body mass index, oral intake, unintended weight loss, edema and fluid retention, fat, and muscle loss].  Patients with any signs of poor nutritional status warrant referral to dietician for further assessment. 
Vitamin & mineral deficiency evaluation Annually or more frequently if concerned for malnutrition. 
Dietitian referral Consider all patients with IBD, especially if concerned for moderate to severe malnutrition. 
References: 3, 8, 13, 15, 16, 17, 21, 22, 23, 24, 28, 29  CBC- complete blood count; CMP- complete metabolic panel; CRP- C-reactive protein; DEXA- dual-energy x-ray absorptiometry; GAD7- generalized anxiety disorder 7; HPV- human papillomavirus; IBD- inflammatory bowel disease, JAK- Janus kinase; PHQ-2- patient health questionarre-2; VTE- venous thromboembolism. 

Laboratory Studies

Basic labs, vitamin, and mineral levels should be monitored at least annually in patients with IBD and more frequently if active inflammation or on immunosuppressive (IS) therapy. Non-invasive biomarkers, such as serum C-reactive protein (CRP) and fecal calprotectin (FCP), are used for monitoring inflammation.1 CRP is not specific for GI inflammation but is a useful non-invasive biomarker to monitor at baseline, for treatment response, and relapse of active inflammation.1 

FCP or fecal lactoferrin are more specific for GI inflammation or infection.1,2 FCP is a reliable marker of intestinal inflammation and superior to CRP as a surrogate biomarker to endoscopic disease activity.1 Like CRP, FCP can be used to monitor response to treatment, however it is noted to be more sensitive for colonic inflammation over small bowel inflammation.1

Symptom Assessment and When to Refer to a Specialist

Patients can have chronic abdominal pain and extraintestinal symptoms which can impact quality of life. Extraintestinal symptoms are due to the pathophysiology of IBD-associated inflammation and the impact it can have on multiple organ systems. This highlights the importance of obtaining a thorough physical exam and review of systems in patients with IBD.3 

As part of a detailed history, it is essential to characterize abdominal pain, including changes in bowel movement consistency or bowel frequency. Symptoms may be a sign of superimposed infection or recurrence of inflammation. In this situation, stool cultures, Clostridium difficile toxin testing, GI pathogen PCR, CRP, FCP and other infectious workup should be completed prior to initiation of corticosteroids when able. 

Recommendations

Disease evaluation should be assessed at least annually (assessment for active clinical symptoms and biomarkers for inflammation). Concern for active inflammation, persistent or severe disease activity, or superimposed infection warrants prompt evaluation by a gastroenterologist or IBD specialist. Extraintestinal manifestations should trigger inflammatory workup and referral to appropriate specialist.

Medication Review And Substance Use

Analgesics

Use of nonsteroidal anti-inflammatory drugs (NSAIDs) is not recommended for patients with IBD.4 While there is conflicting data around NSAIDs and risk for relapse of inflammation, NSAIDs increase the risk of bleeding and ulcer development which could exacerbate anemia when used regularly.4

Similarly, there has been a long-standing recommendation to avoid opioid-based pain medications for chronic pain management.5 Despite this recommendation up to 13% of patients with IBD are prescribed chronic opioid pain medications.5,6 Opioid use has been associated with dependency, increased risk for hospitalization, narcotic bowel syndrome, toxic megacolon (especially in active UC), and surgery in patients with IBD.5 This is important to note, as PCPs are usually the first to see patients post-hospitalization, some with a prescription for opioid pain medications upon discharge. It is important to collaborate with the patient and gastroenterologist to develop a non-opioid based pain regimen.5,6 

Corticosteroid Use

Patients with active inflammation are frequently started on corticosteroids to reduce symptoms and inflammation. When encountering these patients, there are several considerations including: steroid dosage, duration, and common adverse reactions. Short-term use is associated with truncal obesity, skin hyperpigmentation, acute myopathy, mood disturbances, and insomnia.7 Hyperglycemia, transient leukocytosis, and hypokalemia are objective findings associated with short-term corticosteroid use and should be monitored.7 Risks of long-term use include osteoporosis, adrenal insufficiency, exacerbation of peptic ulcer disease, glaucoma, hyperlipidemia, increased risk of infections, and death.7 Patients on chronic steroids should be referred to their gastroenterologist for discussion of steroid-sparing therapy.

Alcohol

Screening of unhealthy alcohol use is recommended for all patients over 18-years by the US Preventive Services Task Force (USPSTF).8 Alcohol is pro-inflammatory and has been associated with higher frequency of relapses of inflammation.6 Despite this finding, the prevalence of alcohol consumption in patients with IBD is similar to the general population.6 

Tobacco

Tobacco use is discouraged in all individuals as there is overwhelming data incriminating tobacco use in causing cancer.9 In patients with IBD studies have shown that tobacco has a positive effect on UC in some patients whereas tobacco use is associated with increased inflammation and adverse events in patients with CD.9

Cannabis

There has been rising popularity of medical cannabis use, especially in patients with IBD.10 Although indications vary by state, CD and UC are approved indications for medical cannabis use in many states.10 Although cannabis use in patients with IBD has shown to improve clinical symptoms including abdominal pain, nausea, vomiting and diarrhea, randomized controlled trials have not shown improvement in inflammatory markers associated with IBD.6,11 There is conflicting data to suggest cannabis use may be associated with decreased analgesic use including opioid medications.6

Table 2. Vaccination Recommendations for Patients with Inflammatory Bowel Disease 

Vaccination Frequency Recommendations 
Inactivated Vaccines 
COVID (SARS-CoV-2) At least one dose of the current COVID-19 vaccine All patients, including those on IS therapy. 
Influenza Annually All patients (nasal spray contraindicated in IS patients). 
Tetanus, diphtheria, and whooping cough (Tdap) 1 booster every 10 years All patients. 
Respiratory Syncytial Virus (RSV) 1 dose All adults over 75 years of age and at-risk patients over 60 years of age. 
Recombinant Zoster (Shingles) 2 doses All adults > 50 years of age and consider in adults > 18 years old on IS . 
Human Papillomavirus (HPV) 2-3 doses All patients ages 9-26, at risk patients ages 27-45. 
Pneumococcal Conjugate Vaccine (PCV) 15, 20, 21  &  Pneumococcal Polysaccharide Vaccine (PPSV) 23 1-2 doses, depending on prior vaccination. See CDC website for further guidelines All patients on IS therapy or with risk factors for pneumococcal disease. All patients age 65+. 
Hepatitis A 2, 3, or 4 doses, depending on vaccine used All adult patients. 
Hepatitis B 2, 3, or 4 doses, depending on vaccine used Check hepatitis B serologies before initiating advanced therapy. If not immune, vaccination is recommended. 
Meningococcal 1 dose All at-risk patients (military recruits or college students). 
Live-attenuated Vaccines 
Measles, Mumps, and Rubella (MMR) 1-2 doses Contraindicated in immunosuppressed adults or those planning to start IS within 4 weeks. 
Varicella Vaccine (Chickenpox) 2 doses Check varicella zoster virus IgG. If negative, consider vaccination.  Contraindicated in immunosuppressed adults or those planning to start IS within 4 weeks. 
References: 13-16, 28, 29  COVID-19- coronavirus 2019; HPV- human papillomavirus; IgG- immunoglobulin G; IS- immunosuppression; MMR- measles, mumps, rubella; PCV- pneumococcal conjugate vaccine; PPSV- pneumococcal polysaccharide vaccine; RSV- respiratory syncytial virus; Tdap- Tetanus; diphtheria, and acellular pertussis. 

Recommendations

A medication review should be done at each visit including over-the-counter treatments and alternative medications. Acetaminophen is recommended over NSAIDs as analgesic when indicated. Opioids are not recommended in patients with IBD for management of chronic pain. If patients are having symptoms severe enough to necessitate opioid treatment, further evaluation is indicated to identify etiology of pain.5 Recommend review and counseling on limiting alcohol use in patients with IBD.

Vaccinations

Prior vaccination history should be addressed at the time of diagnosis and reviewed annually.12,13 All appropriate vaccinations, especially live attenuated vaccines, should be given as soon as possible to not delay immunosuppression (IS) therapy (Table 2).13 There is no evidence that vaccinations increase the risk for disease relapse in patients with IBD.13 IBD is not a contraindication to receiving inactivated vaccines, but being on IS therapy may suppress vaccination response.12 Live-attenuated vaccines are contraindicated if patients are on IS therapy, prolonged courses of corticosteroids, or have significant protein calorie malnutrition.12,13 Family members should be counseled on vaccinations to provide further protection. 

The vaccination schedule should be followed as normal with a few special considerations; (a) The pneumococcal vaccine is recommended in individuals < 65 years of age if on IS therapy, (b) the inactivated herpes zoster vaccine is recommended in individuals <50 years of age and on a Janus kinase (JAK) inhibitor, (c) the respiratory syncytial virus (RSV) vaccination is recommended for at-risk individuals (i.e. patients with IBD) who are 60 years and older.13-15

Cancer Prevention 

Special Considerations

Cancer screening is a crucial part of annual exams and there are a few differences in patients with IBD. Contrary to the USPSTF Q3-5-year cervical cancer screening recommendation, patients on thiopurines and JAK inhibitors should undergo annual pap smears.8,16 Similarly, patients on thiopurines and JAK inhibitors require annual skin exams.16 A skin exam is necessary for all patients, especially prior to the initiation of therapy.8 For colorectal cancer screening, patients with IBD (>1/3 colonic involvement) are at increased risk and often require earlier screening typically 8 years after symptom onset or diagnosis of IBD.17 Severe inflammation may obscure pre-cancerous lesions and can be associated with atypia or dysplasia on pathology; therefore, it is ideal for colorectal cancer surveillance to occur during endoscopic remission.17 Fecal occult blood test and multitarget stool DNA testing are not recommended for colon cancer screening in patients with IBD.8,17

Recommendations

Patients with IBD should be up to date on all age-appropriate cancer screenings recommended by the USPSTF.8 Annual pap smears for patients on thiopurines and JAK inhibitors.8,16 Annual skin cancer screening in all adults, especially those on JAK inhibitors and thiopurines.8,16 Colorectal cancer screening within 8-10 years after diagnosis if >1/3rd of the colon is affected or at time of diagnosis of primary sclerosing cholangitis (PSC) with colonoscopy.17

Other Screenings

Bone Health

Osteoporosis screening with dual-energy X-ray absorptiometry (DEXA) bone density scan is recommended in women over 65-years-old or in postmenopausal women who are at increased risk.8 For patients on >2.5mg prednisone (or prednisone equivalent) per day for >3 months, history of chronic steroid use for at least 1-year but within the past 2-years, maternal history of osteoporosis, malnourished or very thin, amenorrheic, or post-menopausal women regardless of disease statusshould undergo DEXA once off corticosteroids.8,16 Annual assessment of Vitamin D (25-hydroxy (25-OH) Vitamin D) levels and supplementation should be started in patients found to have a vitamin D deficiency (<30 ng/mL).16 

Recommendations

Osteoporosis screening in patients with IBD is recommended if risk factors are present. Annual monitoring of vitamin D 25-OH level is recommended in all patients to evaluate for vitamin D deficiency.16

Mental Health

Anxiety and depression are common in patients with IBD; in fact, depression has been associated with a more aggressive presentation of IBD.18 Symptoms can present at any time of disease, highlighting the importance of annual screening.19 Generalized anxiety disorder 7-item scale (GAD-7) and patient health questionnare-2 (PHQ-2) are validated tools that can be used to assess symptom severity.19 Selective serotonin reuptake inhibitors, serotonin and norepinephrine reuptake inhibitors, and tricyclic antidepressants are the most used medications for depressive and anxiety disorders. Studies have shown the use of antidepressants in patients with IBD may positively impact the course of the disease and assist with neuropathic symptom control.19

Recommendations

Annual screening for anxiety and depression is recommended for all adults.8 Screening is usually performed by PHQ-2 and GAD-7 surveys.8

Fertility and Contraception

Fertility in IBD

Women with IBD in remission without prior surgery have equivocal fertility rates to the general population.21 There is no evidence to suggest IBD alone or treatments decrease fertility.21,22 Reduced fertility may be seen in patients with active disease and post-pelvic surgery due to inflammation and scarring of the fallopian tubes.21,22 More women with IBD (17%) are voluntarily childless as compared to 6% of the general population.21 The fear of genetic risk of IBD in offspring is often exaggerated and can be addressed by meeting with genetic counselors.21 

Contraceptive Recommendations

IBD is not an absolute contraindication to hormonal contraceptives, although it is important to note a few special considerations. Patients with IBD are at increased risk of venous thromboembolism (VTE) and there is insufficient data to extrapolate whether this risk is compounded by oral contraceptive (OCP) use.22 Due to this uncertainty, intrauterine devices (IUDs) are first line in women with IBD.22 Low dose hormonal therapy is still an option for women with IBD and the benefit may outweigh the risk, specifically in those with low-risk disease.23 Depot medroxyprogesterone acetate (Depo-Provera) injections should be avoided in most patients with IBD, especially as they are at increased risk of osteopenia.22 In peri and post-menopausal women, hormonal replacement therapy is a viable option to combat menopausal symptoms and reduce IBD symptoms.24  

Recommendations

Annual evaluation for fertility/family planning in patients with IBD. IUDs are the first line for women with IBD. Increased risk of VTE with OCPs. Depo-Provera should be avoided in patients with increased risk of osteoporosis.22 

Nutritional Assessment

Nutritional status in patients with IBD should be evaluated at every appointment. A comprehensive assessment includes, but is not limited to, body composition, weight change, dietary intake, energy expenditure, and vitamin and mineral levels.25 A multidisciplinary approach is crucial for patients with IBD, and often a dietitian referral is helpful. Malnutrition in IBD is multifactorial, due to decreased food intake, increased nutritional demand, malabsorption, maldigestion, increased losses, surgical resection and medication-induced vitamin deficiencies.25 Inadequate vitamin and mineral intake (especially vitamin A, C, D, E, calcium, folate, and iron) is common in patients with IBD.25 Forty percent of patients with IBD have had iron-deficiency anemia (IDA) and half of patients with IBD have vitamin D deficiency, requiring supplementation.25 Treatment of IDA with IV (if active inflammation or intolerance) or oral (inactive inflammation or tolerance) administration is strongly recommended.26 In serious cases where oral intake is not sufficient, patients may require enteral or parenteral nutrition.25 Enteral nutrition is recommended over parenteral nutrition unless enteral nutrition has failed or there is intestinal obstruction.26 

Recommendations

Review nutritional status at every visit and serial testing for mineral and vitamin deficiencies is recommended.25 When indicated, enteral nutrition is recommended over parenteral nutrition.26

CONCLUSIONS

Historically, there is a limited role for IBD management by PCPs. This gap is exacerbated by the minimal amount of supportive education tools specific for PCPs.26 IBD is a chronic disease and requires a multidisciplinary approach with the PCP on the frontline. Health maintenance visits focusing on disease evaluation, medication review, vaccination status, cancer prevention, and nutritional assessment are crucial to provide quality preventative care for patients with IBD. The aim of this paper is to empower PCPs with the tools they need to better care for these patients and encourage partnership with the patient’s treating gastroenterologist for improved multidisciplinary approach to managing the entire patient.  

References

1. T. Kucharzik, B. Verstockt, C. Maaser. Monitoring of
patients with active inflammatory bowel disease. Frontiers in
gastroenterology. 2023;2. doi: 10.3389/fgstr.2023.1172318
2. Nakase H, Uchino M, Shinzaki S, et al. Evidence-based
clinical practice guidelines for inflammatory bowel disease
2020. Journal of Gastroenterology. 2021;56(6). doi:
10.1007/s00535-021-01784-1
3. Vavricka SR, Schoepfer A, Scharl M, et al. Extraintestinal
Manifestations of Inflammatory Bowel Disease.
Inflammatory Bowel Diseases. 2015;21(8):1982-1992. doi:
10.1097/mib.0000000000000392
4. Long MD, Kappelman MD, Martin CF, et al. Role of
Non-Steroidal Anti-Inflammatory Drugs in Exacerbations
of Inflammatory Bowel Disease. Journal of clinical
gastroenterology. 2016;50(2):152-156. doi: 10.1097/
MCG.0000000000000421
5. Hanson KA, Loftus EV, Harmsen SW, et al. Clinical
features and outcome of patients with inflammatory
bowel disease who use narcotics: A case–control study.
Inflammatory Bowel Diseases. 2009;15(5):772-777. doi:
10.1002/ibd.20847
6. Mantzouranis G. Alcohol and narcotics use in inflammatory
bowel disease. Annals of Gastroenterology. 2018;31(6).
doi: 10.20524/aog.2018.0302
7. Buchman AL. Side Effects of Corticosteroid Therapy.
Journal of Clinical Gastroenterology. 2001;33(4):289-294.
doi: 10.1097/00004836-200110000-00006
8. USPSTF. A and B recommendations. U.S. Preventive
Services Task Force. Published 2022. https://www.uspreventiveservicestaskforce.
org/uspstf/recommendation-topics/
uspstf-a-and-b-recommendations
9. Lakatos PL, Szamosi T, Lakatos L. Smoking in inflammatory
bowel diseases: Good, bad or ugly? World Journal of
Gastroenterology. 2007;13(46):6134. doi: 10.3748/wjg.
v13.i46.6134
10. Azcarate PM, Zhang AJ, Keyhani S, et al. Medical Reasons
for Marijuana Use, Forms of Use, and Patient Perception
of Physician Attitudes Among the US Population. Journal
of General Internal Medicine. 2020;35(7):1979-1986. doi:
10.1007/s11606-020-05800-7
11. Doeve BH, van de Meeberg MM, van Schaik FDM, et al.
A Systematic Review with Meta-Analysis of the Efficacy
of Cannabis and Cannabinoids for Inflammatory Bowel
Disease. Journal of Clinical Gastroenterology. 2020; Publish
Ahead of Print. doi:10.1097/mcg.0000000000001393
12. Benchimol EI, Tse F, Carroll MW, et al. Canadian
Association of Gastroenterology Clinical Practice
Guideline for Immunizations in Patients with Inflammatory
Bowel Disease (IBD)-Part 1: Live Vaccines. J Can Assoc
Gastroenterol. 2021;4(4):e59-e71. Published 2021 Jul 29.
doi:10.1093/jcag/gwab015
13. Farraye FA, Melmed GY, Lichtenstein GR, et al. ACG
Clinical Guideline: Preventive Care in Inflammatory
Bowel Disease. American Journal of Gastroenterology.
2017;112(2):241-258. doi: 10.1038/ajg.2016.537
14. Hashash JG, Desai A, Kochhar GS, et al. Efficacy of
Paxlovid and Lagevrio for COVID-19 Infection in Patients
with Inflammatory Bowel Disease: A Propensity-Matched
Study. Clinical Gastroenterology and Hepatology.
Published online September 22, 2022. doi: 10.1016/j.
cgh.2022.09.011
15. CDC. Recommended Vaccinations for Adults. Vaccines &
Immunizations. Published 2024. https://www.cdc.gov/vaccines/
imz-schedules/adult-easyread.html
16. IBD Checklist for Monitoring & Prevention TM Vaccine-
Preventable Illnesses Dates Completed. Accessed
November 16, 2024. https://cornerstoneshealth.org/wpcontent/
uploads/2024/02/IBD-Checklist-for-Monitoring-
Prevention-2024.pdf
17. Murthy SK, Feuerstein JD, Nguyen GC, et al. AGA
Clinical Practice Update on Endoscopic Surveillance and
Management of Colorectal Dysplasia in Inflammatory
Bowel Diseases: Expert Review. Gastroenterology.
2021;161(3):1043-1051.e4. doi: 10.1053/j.gastro.
2021.05.063
18. Kochar B, Barnes EL, Long MD, et al. Depression
Is Associated with More Aggressive Inflammatory
Bowel Disease. American Journal of Gastroenterology.
2018;113(1):80-85. doi: 10.1038/ajg.2017.423
19. Neuendorf R, Harding A, Stello N, et al. Depression and
anxiety in patients with Inflammatory Bowel Disease: A
systematic review. Journal of Psychosomatic Research.
2016;87:70-80. doi: 10.1016/j.jpsychores.2016.06.001
20. Frolkis AD, Vallerand IA, Shaheen AA, et al. Depression
increases the risk of inflammatory bowel disease, which
may be mitigated by the use of antidepressants in the
treatment of depression. Gut. 2019;68(9):1606-1612. doi:
10.1136/gutjnl-2018-317182
21. Selinger CP, Nelson-Piercy C, Fraser A, et al. IBD in pregnancy:
recent advances, practical management. Frontline
Gastroenterology. 2020;12(3):flgastro-2019-101371. doi:
10.1136/flgastro-2019-101371
22. Martin J, Kane SV, Feagins LA. Fertility and Contraception
in Women with Inflammatory Bowel Disease. Gastroenterol
Hepatol (N Y). 2016;12(2):101-109.
23. Limdi JK, Farraye J, Cannon R, et al. Contraception,
Venous Thromboembolism, and Inflammatory Bowel
Disease: What Clinicians (and Patients) Should Know.
Inflamm Bowel Dis. 2019;25(10):1603-1612. doi:10.1093/
ibd/izz025
24. Freeman M, Lally L, Teigen L, et al. Hormone Replacement
Therapy Is Associated with Disease Activity Improvement
among Post-Menopausal Women with Inflammatory Bowel
Disease. Journal of Clinical Medicine. 2023;13(1):88-88.
doi: 10.3390/jcm13010088
25. Vagianos K, Bector S, McConnell J, et al. Nutrition
assessment of patients with inflammatory bowel disease.
JPEN Journal of parenteral and enteral nutrition.
2007;31(4):311-319. Doi: 10.1177/0148607107031004311
26. Bischoff SC, Escher J, Hébuterne X, et al. ESPEN guideline:
Clinical nutrition in inflammatory bowel disease.
Nutrición Hospitalaria. Published online 2022. doi:
10.20960/nh.03857
27. Prasad SS, Potter M, Keely S, et al. Roles of healthcare
professionals in the management of chronic gastrointestinal
diseases with a focus on primary care: A systematic review.
JGH Open. 2020;4(2):221-229. doi: 10.1002/jgh3.12235
28. Nguyen GC, Seow CH, Maxwell C, et al. The Toronto
Consensus Statements for the Management of Inflammatory
Bowel Disease in Pregnancy. Gastroenterology.
2016;150(3):734-757.e1. doi: 10.1053/j.gastro.2015.12.003
29. Hashash JG, Elkins J, Lewis JD, et al. AGA Clinical
Practice Update on Diet and Nutritional Therapies in
Patients With Inflammatory Bowel Disease: Expert
Review. Gastroenterology. 2024;166(3). doi: 10.1053/j.
gastro.2023.11.303
30. Vaccine Recommendations for Patients With Inflammatory
Bowel Disease. Clinical gastroenterology and hepatology.
2023;21(1):A15-A15. doi: 10.1016/j.cgh.2022.10.001
31. Jones J, Tse F, Carroll M, et al. Canadian Association
of Gastroenterology Clinical Practice Guideline for
Immunizations in Patients With Inflammatory Bowel Disease
(IBD)—Part 2: Inactivated Vaccines. Gastroenterology.
2021;161(2):681-700. doi:10.1053/j.gastro.2021.04.034

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NUTRITION REVIEWS IN GASTROENTEROLOGY, SERIES #24

Selenium: A Micronutrientwith a Macro-Impact

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Selenium, a naturally occurring trace element, serves many bodily functions through its role in a family of proteins called selenoproteins. The average daily intake in the United States is about 116 mcg/day, well above the recommended dietary reference intake of 55 mcg/day for adults. Thus, deficiency is rare among Americans. Deficiency can occur in areas of low environmental selenium or in disease states that impair intestinal absorption, such as short bowel syndrome or inflammatory bowel disease, and affects the cardiovascular, respiratory, immune/hematologic, gastrointestinal, reproductive, central nervous, and neuromusculoskeletal systems. This review will briefly summarize the general physiologic roles of selenium, emphasizing deficiency due to various gastrointestinal disorders, monitoring, and replenishment. A summary of recent investigations into selenium levels of those on parenteral nutrition is also provided.

Introduction

Selenium is a non-metallic trace element, named for Selene, the Greek goddess of the moon.1 It is found naturally in foods and is widely available as a dietary supplement. In the United States (US), the most selenium-deficient areas are the Northwest, the Great Lakes region, and the Northeast and Atlantic coastal areas, particularly Florida.2 Selenium is an essential component in a family of proteins called selenoproteins. There are 25 known human selenoproteins, and each helps carry out diverse functions, namely redox reactions. A few of the most well-described selenoproteins include glutathione peroxidases, thyroid hormone deiodinases, and thioredoxin reductases.3,4 

Selenoproteins function largely as antioxidants and have multiple physiologic roles. These roles include the protection of cells and DNA; supporting thyroid function, modulating inflammation, and regulating the nervous and immune systems. Selenoproteins also promote muscle (heart and skeletal), bone, and cartilage health, support male reproductive function and testosterone synthesis, assist in regulating lipid metabolism, and may even play a role in cancer prevention.4-7 

Selenoproteins Vital to Human Health

Glutathione peroxidases are a family of eight (thus far discovered) selenoproteins, abbreviated GPx1, GPx2, and so on. Each serves slightly different biological roles; however, they function primarily as antioxidants – reducing hydrogen peroxide and lipid peroxides to protect cells from oxidative stress and apoptosis.8 Genetic differences in genes coding these proteins have been associated with cardiovascular disorders, including coronary and peripheral vascular disease, hypertension, aneurysm, and stroke, as well as Keshan and Kashin-Beck disease, which are described below. Malignancies such as colorectal cancer, thyroid, and breast cancer have also been associated with variations in glutathione peroxidase genetics.9

Iodothyronine deiodinases (Dio) are selenoproteins responsible for proper thyroid function. Dio proteins are responsible for converting thyroid hormone from its inactive T4 to its active T3 form and between inactive forms (T4 to reverse T3; and T3 and reverse T3 to T2).9 T2 is the only form of thyroid hormone available as an over-the-counter supplement to stimulate metabolism.10 T2 supplementation is likely to cause disruption of normal thyroid hormone regulation before desired metabolic effects and is not recommended.10

Thioredoxin reductases (TrxR) are another family of redox selenoproteins with antioxidant functions that are vital to DNA synthesis. TrxR enzymes are crucial to proper cardiac cell function and appear to play a role in disease states such as familial amyotrophic lateral sclerosis (ALS, or Lou Gehrig’s Disease) and gastrointestinal cancers, among others.9

Other selenoproteins, including Selenoproteins P, S, N, and 15kDa selenoprotein, also have human health implications moderating the risk and progression of various cancers, fertility, and cardio- and neurovascular disease.9

Selenium Homeostasis – Uptake, Metabolism, and Excretion

Uptake and Metabolism

Selenium, found largely in soil, is incorporated into humans through the intake of both dietary plants and animals. Plants, especially wheat and grains, are the predominant source of selenium for humans; however, red meat, poultry, and fish represent other dietary sources.1 Selenium uptake occurs mainly in the duodenum, proximal jejunum, and cecum.1,4,11 Absorption occurs via various mechanisms involving both organic and inorganic forms of selenium. The organic forms, bound to amino acids such as selenomethionine (predominantly) and selenocysteine (less commonly), are more readily absorbed than inorganic forms and likely occur via active transport similar to their corresponding amino acids.12 Several inorganic forms, predominantly selenite and selenate, are less readily bioavailable when consumed.3,8 Selenate absorption occurs in an energy-dependent fashion, whereas selenite occurs by passive diffusion.12 Several elements impair selenium absorption through various mechanisms, including iron (specifically in the ferric state), calcium, mercury (which may reduce selenium uptake from fish sources), sulfur, lead, and arsenic.4 

Once absorbed, the liver takes up selenium via the portal system, where much of it is incorporated into the 10 selenocysteine residues present on the hepatically synthesized selenium transporter, selenoprotein P (SELENOP). SELENOP is secreted into plasma for delivery to the tissues.12 Bound selenium is then taken up by receptors on target tissues for local use. It has been shown that the brain and testes uptake SELENOP via the apolipoprotein E receptor-2 (ApoER2), a low-density lipoprotein (LDL) receptor. ApoER2 is present in several other tissue types and thus may be involved in SELENOP uptake. Lipoprotein receptor megalin appears responsible for renal reuptake of SELENOP from glomerular filtrate, preventing excess selenium loss in urine.12

Selenium circulates in plasma bound to other liver-synthesized proteins in lesser quantities, such as albumin, alpha and beta globulins, and cholesterols, namely LDL.4,13 Selenium storage occurs mainly in the form of selenomethionine and takes place largely in the liver and muscle (about 30% each), kidney (15%), and plasma (10%).4

Excretion

Selenium excretion occurs primarily through urine (with decreased excretion in low glomerular filtration states) and feces; however, losses can occur through expired air in states of excess consumption.1,4 Breast milk contains relatively low amounts; however, levels rise with increased selenium intake.4 

Selenium Deficiency

Signs and Symptoms 

According to data from the United States National Health and Nutrition Examination Survey (NHANES) 2017-2022, the average daily dietary selenium intake is 116 mcg/day, with men taking in slightly more than women.14 Assuming adequate absorption, the average American is in a safe range. 

Recent analysis of the United Kingdom Biobank data revealed a significant correlation between low dietary selenium levels and increased irritable bowel syndrome incidence.15 Mouse model studies have shown that a low selenium diet causes disturbances in the gut microbiota, characterized by an increase in Faecalibaculum and Helicobacter and a decrease in Bifidobacterium and Akkermansia.15 Lower selenium levels have also been linked to increased risk for gastric and esophageal cancers.16

As the biological roles of selenoproteins vary, so do the features of selenium deficiency. These are illustrated in Figure 1 and include:4,7,17,18

  • Fatigue
  • Nausea, vomiting
  • Headache, confusion
  • Decreased muscle tone and neuromuscular conduction issues
  • Hair thinning
  • Nail changes (especially leukonychia) 
  • Anemia
  • Male infertility
  • Necrotizing cardiomyopathy
  • Increased susceptibility to infections including, bacterial infections, progression from HIV to AIDS, COVID-19, and many others
  • Increased cancer susceptibility

Decreased Intake

As selenium content in foods depends largely on soil levels, individuals living in regions with low soil selenium, especially those with volcanic soil, such as regions of Europe, Russia, and China, are at risk for selenium deficiency.4 In the US, the most selenium-deficient areas are the Northwest, Northeast, Atlantic coastal area, Florida, and the Great Lakes. Obesity and poverty may be risk factors for low selenium levels, possibly owing to poor quality of nutritional intake.1,5 Chronic insufficient dietary intake can result in major endemic syndromes:

  • Keshan disease – cardiomyopathy typically found in the Keshan region of rural China and Tibet, where the soil is volcanic and selenium deficient. Selenium supplementation has proven effective in protecting residents against the disease.1
  • Kashin-Beck disease (KBD) – osteochondropathy characterized by short stature, joint deformities, and osteoarthritic changes endemic to parts of eastern Russia (Siberia), China, Tibet, and North Korea. Selenium deficiency is considered one of the major risk factors for KBD; however, fungal toxins, genetic susceptibilities, and many other factors are thought to play roles. A Chinese interventional study found that KBD rates and other bone cartilage measures improved with selenium supplementation; however, it did not prevent the disease.

Impaired Absorption and Selenium Wasting

Patients with altered intestinal anatomy, including short-bowel syndrome and post-bariatric surgery, are at particular risk for selenium deficiency. Restrictive procedures such as a sleeve gastrectomy and gastric banding may reduce intake to the point of causing deficiency, while combination restrictive-malabsorptive procedures such as Roux-en-Y gastric bypass and duodenal switch result in an even higher risk of deficiency due to reduced absorptive capacity.11 

Other malabsorptive states, including inflammatory bowel disease (especially Crohn’s disease and celiac disease), may lead to selenium deficiency, with some studies suggesting potential use of selenium levels as a biomarker for disease activity.19-21 Those on renal replacement therapy are also at risk for low selenium levels due to excess removal during dialysis.22 Importantly, chyle contains large amounts of selenium; chylous loss due to various conditions can lead to deficiency.23 

Table 1. Studies of Selenium Deficiency in Patients with CIF on HPN24-27 

Study Population Study Details Key findings 
Culkin et al.24 
93 adult patients on HPN for CIF  Mean age (range): 54 years (21-81 years) 

Retrospective cohort study (25 months long)  Etiology for HPN: IBD (30%), mesenteric ischemia (25%), motility disorder (24%), surgical complication (6%), others (14%)  Patients on stable micronutrient dosing for at least 6 months  Excluded CRP >15 mg/L or changes in micronutrients within 6 months of study 

13% patients had selenium deficiency despite standard trace elements  Highest risk in patients with surgical complications 
Uzzan et al.25 
73 patients on HPN for CIF  Mean age (range): 49 years (18-86 years) 

Prospective cohort study  Etiology: SBS (63%), dysmotility (23%), others (14%)  Included patients needing HPN at least 8 times/month, stable formula for at least 1 month and serum trace element dosage available  Excluded if no available trace element dosage or unstable HPN formula  Median follow-up was 19.6 months 

21.9% had selenium deficiency despite standard trace minerals  No difference in deficiency risk based on anatomy type  Low serum selenium associated with higher infection risk (HR 2.65, 95% CI [1.01-6.97]) 
Rannem et al.26 
165 patients (CD, ulcerative colitis, or other GI illnesses)  27 (16%) HPN patients  Mean age (range): 43 years (15-75 years) 

Case control study  Cases included CD (52%), UC (24%), ischemia or obstruction (9%), others (15%)  Controls were 50 healthy subjects 

85% of PN patients had reduced selenium vs 20% on EN  26% of CD patients had reduced selenium  Strongest predictors were stool mass, vitamin B12 absorption, and small-bowel resection length 
Fleming et al.27 
12 patients with IF pre-PN  26 on HPN (mean 29 months)  Age group not mentioned 

Case control study  Cases included CD (37%), non-specific SBS (18%), ischemia (10%), others (35%)  Controls were 30 CD patients not on HPN and 27 healthy subjects 

92% of pre-PN patients had low selenium levels (42 ng/mL) vs. controls (88 ng/mL) and Crohn’s controls (76 ng/ml)  85% of patients on HPN for 2–109 months had low selenium (mean 38.4 ng/mL) 

Table 1 summarizes studies looking at selenium deficiency in patients with chronic intestinal failure (CIF) on home parenteral nutrition (HPN).19–22 Although deficiency is rare overall in healthy adults eating a balanced diet, patients who receive the majority of their nutrition from parenteral nutrition (PN) are at the highest risk for developing selenium deficiency, irrespective of etiology. This is true despite standard trace element supplementation.

Excess Selenium

Despite its essential role in human health, chronically high selenium levels can also be toxic. Selenosis is a syndrome that can result from brittle or loss of hair and nails, GI issues, rashes, garlic-smelling breath, and nervous system dysfunction. Selenosis has been reported in China in cases of those consuming >850 mcg/day. This has influenced the recommendations for the upper tolerated range of 400 mcg/day set by the US Institute of Medicine and 300 mcg/day by the World Health Organization.1 Patients with chronic kidney disease are particularly susceptible to selenium toxicity. 

Measuring Selenium Levels

Plasma selenium levels are often measured and represent short-term status, while red blood cell levels can be used to determine longer-term status. In inflammatory states with an elevated erythrocyte sedimentation rate or C-reactive protein (CRP), interpretating plasma selenium levels becomes difficult due to the down-regulation of carrier and storage proteins. According to the European Society for Clinical Nutrition and Metabolism (ESPEN), depending on the severity of the inflammatory response, a “correction” of the value is required: CRP concentrations of 10-40, 41-80, and greater than 80 mg/L would be expected to produce falls in plasma selenium of approximately 15-25%, 35%, and 50% respectively. Normal plasma selenium levels are 110-165 mcg/L in the US, though reference ranges vary between laboratories.

Urinary selenium concentration can also be measured, and usually correlates with daily intake.28 Concentration in toenails can be used to measure longer-term storage, as can hair; however, selenium content in many shampoos often limits accuracy.1,28 Activity levels of certain selenoproteins such as glutathione peroxidase and SELENOP may also be used; however, the availability of such assays may be limited. In general, ascertaining functional selenium status may be difficult given the numerous forms and functions selenium takes on.28

Repletion and Supplementation

Oral and Enteral Support

The recommended daily intake of selenium for adult men and women in the US (over 4 years) is 55 micrograms (mcg).29 Pregnant women should increase their intake to about 60 mcg/day and to 70 mcg/day if lactating or breastfeeding.29 Table 2 summarizes some foods rich in selenium and percent daily values (DV).30

For people living in geographic regions with selenium deficient soil and water, daily supplementation of 60 -100 mcg of selenium should be sufficient to prevent deficiency. Generally, over-the-counter (OTC) selenium supplements are selenium-amino acid compounds (e.g., L-Selenomethionine or L-Selenocysteine). The supplements are available in tablet or capsule form and can be swallowed whole, crushed, or opened and sprinkled over food or liquids. 

Patients with selenium deficiency from malabsorption or low dietary intake can try oral (or via enteral tube) repletion. Most OTC selenium supplements provide 200 mcg/capsule or tablet, though multi-mineral supplements range from 50-200 mcg selenium/capsule or tablet. The recommended safe, upper limit for selenium is 300-400 mcg/day for adults.1

Table 2. Selenium Content of Selected Foods30 

Food Micrograms per serving Percent DV (%) 
Brazil nuts  1 ounce (6-8 nuts) 544 989 
Tuna, yellowfin, cooked 3 ounces 92 167 
Shrimp, cooked 3 ounces 42 76 
Pork chop, bone-in, broiled 3 ounces 37 67 
Beef steak, bottom round, roasted 3 ounces 37 67 
Spaghetti, cooked 1 cup 33 60 
Beef liver, pan fried  3 ounces 28 51 
Cottage cheese, 1% milkfat 1 cup 20 36 
Egg hard boiled  1 large 15 27 
Oatmeal, cooked with 1 cup water 13 24 
Baked beans  1 cup 13 24 
Mushrooms, portabella, grilled ½ cup 13 24 
Brown rice, cooked  1 cup 12 22

Parenteral Dosing

In the US, selenium is available in the IV form as selenious acid injection in 6 mcg/mL or 60 mcg/mL. The neonatal/pediatric trace element mixture used for body weight under 10 kg is MultrysTM, and each vial contains 6 mcg of selenium. For children with weights above 10 kg and adults, TralementTM is used, which has 60 mcg of selenium in a 1 mL vial.31

Recommended selenium dosing in PN per the American Society for Parenteral and Enteral Nutrition (ASPEN) is:32

  • 2 mcg/kg for babies under 10 kg
  • 2 mcg/kg for children with weight 10-40 kg with a maximum dose of 100 mcg
  • 40-60 mcg for adolescents with
    weight >40 kg
  • 60-100 mcg for adults

No consensus exists for selenium repletion in states of deficiency for patients requiring enteral nutrition (EN) formulas or PN.

According to ESPEN:22 

  • The typical adult EN regimen containing 1500 kcal should include 50-150 mcg of selenium/day. (GRADE B*)
  • The typical PN regimen should include 60-100 mcg of selenium for adults. Doses of 100 mcg selenium/day, whether IV or oral (depending on absorption capacity), are usually sufficient to replenish selenium levels within 2 weeks. (GRADE B*)
  • Post PN initiation, selenium must be measured every 3 to 6 months along with CRP levels. (GRADE B*)
  • Patients with selenium levels <60 mcg/L and CRP<20 mg/L should also get additional selenium supplementation promptly; the route depends on intestinal absorption capacity, and IV is a more reliable route for rapid repletion. (No GRADE^)
  • Patients with selenium levels of <32 mcg/L require prompt supplementation with 100 mcg selenium/day. (No GRADE^)
  • Patients with selenium levels <30 mcg/L can be treated with high dose IV selenium 400 mcg/day for 7-10 days and then recheck levels. (No GRADE^)
  • No clear guidelines exist on rechecking selenium levels when being treated for deficiency. 

*GRADE B was provided if the recommendation came from a body of evidence including well-conducted cohort or case-control studies directly applicable to the target population and demonstrating overall consistency of results or extrapolated evidence from high-quality or well-conducted studies

^No GRADE was considered as a good practice point and was provided if the guideline group found that there is an important practical point that they wish to emphasize but for which there is not, nor is there likely to be, any research evidence but only evidence from clinical experience.

Selenium in Acute Illness

Higher needs may exist in some illnesses; however, existing evidence is weak:33,34

  • Burn patients with selenium losses, benefit from large IV supplies of around 375 mcg/day, with more rapid healing and fewer infections.
  • Patients with major trauma and cardiac surgery may similarly benefit from a supplement of 275 mcg/day.
  • Patients with continuous renal replacement therapy (CRRT) or intermittent hemodialysis require higher doses (60-100 mcg) in PN given losses during dialysis.35,36 Given impaired excretion, lower doses of 40 mcg are generally used in patients with renal failure, not on CRRT.

Retrospective studies with adequate numbers of patients on home PN have shown that standard amounts of selenium in routine home PN formulas may not be sufficient for all patients to replenish selenium levels or prevent deficiencies even after several months of PN. In addition, no clear guidelines exist to point to the correct dose of selenium in patients with IF receiving PN. Most authors recommend 100 mcg/day to as high as 400 mcg/day in deficiency. However, the duration of treatment for deficiency and ideal monitoring guidelines do not exist. Lastly, it is difficult to determine if low plasma selenium levels correlate with reduced whole-body stores or at what levels a person may develop clinical signs and symptoms of selenium deficiency. Each individual is unique, and genetic polymorphisms play a key role in selenium metabolism. Hence, more research and randomized trials are required to better understand selenium supplementation, especially in patients with IF receiving long-term PN.

Conclusion

Most healthy adults in the US consume enough dietary selenium to prevent clinically relevant deficiency. Selenium is absorbed in the duodenum, jejunum, and partly in the cecum; hence altered surgical anatomy, IF, and inflammatory bowel disease are associated with an increased risk of deficiency, even when receiving PN support. While some signs and symptoms of deficiency are difficult to measure (increased risk of infection or cancer, for example), dilated cardiomyopathy is well-described in certain individuals with selenium deficiency. 

For patients receiving EN or PN, an average of 60-100 mcg/day of selenium oral supplements or parenteral trace elements is usually sufficient to avoid deficiency. However, despite standard trace element dosing in home PN, patients remain at risk for selenium deficiency. Plasma selenium levels along with CRP must be monitored every 3-6 months for routine screening purposes, or sooner if the patient is being actively treated for selenium deficiency. The rising selenium cost may influence infusion, and insurance companies may reduce or omit it from PN formulations. However, given the deficiency risks, home PN providers must advocate for inclusion. 

References

References
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Selenium in Nutrition: Revised Edition. National Academies Press
(US); 1983. Accessed March 23, 2025. http://www.ncbi.nlm.nih.
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3. Auberger P, Favreau C, Savy C, Jacquel A, Robert G. Emerging role
of glutathione peroxidase 4 in myeloid cell lineage development
and acute myeloid leukemia. Cell Mol Biol Lett. 2024;29(1):98.
4. Mehdi Y, Hornick JL, Istasse L, Dufrasne I. Selenium in the
Environment, Metabolism and Involvement in Body Functions.
Molecules. 2013;18(3):3292-3311.
5. Hassan Zadeh M, Mohammadi Farsani G, Zamaninour N.
Selenium Status after Roux-en-Y Gastric Bypass: Interventions
and Recommendations. Obes Surg. 2019;29(11):3743-3748.
6. Labunskyy VM, Hatfield DL, Gladyshev VN. Selenoproteins:
molecular pathways and physiological roles. Physiol Rev.
2014;94(3):739-777.
7. Guo X, Ma WJ, Zhang F, Ren FL, Qu CJ, Lammi MJ. Recent
advances in the research of an endemic osteochondropathy in China:
Kashin-Beck disease. Osteoarthritis Cartilage. 2014;22(11):1774-
1783.
8. Brigelius-Flohé R, Flohé L. Regulatory Phenomena in the
Glutathione Peroxidase Superfamily. Antioxid Redox Signal.
2020;33(7):498-516.
9. Rayman MP. Selenium and human health. The Lancet.
2012;379(9822):1256-1268.
10. Hernandez A. 3,5-diiodo-L-thyronine (t2) in dietary supplements:
what are the physiological effects? Endocrinology. 2015;156(1):5-7.
11. Gasmi A, Bjørklund G, Mujawdiya PK, et al. Micronutrients deficiences
in patients after bariatric surgery. Eur J Nutr. 2022;61(1):55-
67.
12. Ha HY, Alfulaij N, Berry MJ, Seale LA. From Selenium Absorption
to Selenoprotein Degradation. Biol Trace Elem Res. 2019;192(1):26-
37.
13. Ducros V, Laporte F, Belin N, David A, Favier A. Selenium determination
in human plasma lipoprotein fractions by mass spectrometry
analysis. J Inorg Biochem. 2000;81(1-2):105-109.
14. Office of Dietary Supplements – Selenium. Accessed March 23, 2025.
https://ods.od.nih.gov/factsheets/Selenium-HealthProfessional/
15. He Z, Chen H, Chen Y, et al. Selenium deficiency induces irritable
bowel syndrome: Analysis of UK Biobank data and experimental
studies in mice. Ecotoxicol Environ Saf. 2024;281:116604.
16. Hashemi SM, Mashhadi M, Moghaddam AA, et al. The Relationship
between Serum Selenium and Zinc with Gastroesophageal Cancers
in the Southeast of Iran. Indian J Med Paediatr Oncol Off J Indian
Soc Med Paediatr Oncol. 2017;38(2):169-172.
17. Kieliszek M. Selenium. In: Advances in Food and Nutrition
Research. Vol 96. Elsevier; 2021:417-429.
18. Yun JW, Woo YR, Kim M, Chung JH, Jung MH, Park HJ. Image
Gallery: Leukonychia induced by selenium deficiency related to
long-term parenteral nutrition in a patient with Hirschsprung disease.
Br J Dermatol. 2017;177(3):e72.
19. Stazi AV, Trinti B. [Selenium deficiency in celiac disease: risk of
autoimmune thyroid diseases]. Minerva Med. 2008;99(6):643-653.
20. Yan W, Meihao W, Zihan S, et al. Correlation Between Crohn’s
Disease Activity and Serum Selenium Concentration. Clin Ther.
2022;44(5):736-743.e3.
21. Chalcarz M, Grabarek BO, Sirek T, et al. Evaluation of Selenium
Concentrations in Patients with Crohn’s Disease and Ulcerative
Colitis. Biomedicines. 2024;12(10):2167.
22. Berger MM, Shenkin A, Schweinlin A, et al. ESPEN micronutrient
guideline. Clin Nutr Edinb Scotl. 2022;41(6):1357-1424.
23. de Berranger E, Colinet S, Michaud L, et al. Severe selenium deficiency
secondary to chylous loss. JPEN J Parenter Enteral Nutr.
2006;30(2):173-174.
24. Culkin A, Brundrett D, Pearson M, Gabe S. A one size vial does
not fit all: An evaluation of the micronutrient status of adult patients
receiving home parenteral nutrition (HPN). Clin Nutr ESPEN.
2023;57:676-682.
25. Uzzan M, Kirchgesner J, Poupon J, Corcos O, Pingenot I, Joly F.
Antioxidant trace elements serum levels in long-term parenteral
nutrition (PN): Prevalence and infectious risk associated with deficiencies,
a retrospective study from a tertiary home-PN center. Clin
Nutr. 2017;36(3):812-817.
26. T. Rannem KL E Hylander, J Hegnhøj, M Staun. Selenium
Depletion in Patients with Gastrointestinal Diseases: Are There
Any Predictive Factors? Scand J Gastroenterol. 1998;33(10):1057-
1061.
27. Fleming CR, McCall JT, O’Brien JF, Forsman RW, Ilstrup DM,
Petz J. Selenium status in patients receiving home parenteral nutrition.
JPEN J Parenter Enteral Nutr. 1984;8(3):258-262.
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2nd Edition ( 10 Volume Set) ( 2003).; 2003. Accessed March 23,
2025. http://archive.org/details/encyclopedia-of-food-sciences-andnutrition-
2nd-edition-10-volume-set-2003
29. Monsen ER. Dietary reference intakes for the antioxidant nutrients:
vitamin C, vitamin E, selenium, and carotenoids. J Am Diet Assoc.
2000;100(6):637-640.
30. USDA FoodData Central. Accessed March 23, 2025. https://fdc.
nal.usda.gov/
31. PN Trace Element Practice Tool. Accessed March 23, 2025. https://
nutritioncare.org/wp-content/uploads/2024/12/PN-Trace-Element-
Practice-Tool.pdf
32. Selenious Acid. Dosing and Administration Guide. Accessed
March 23, 2025. https://americanregent.com/media/3271/pp-sbus-
0044_seleniousacid_dosingguide_-019-_21jun2022.pdf
33. Berger MM, Baines M, Raffoul W, et al. Trace element supplementation
after major burns modulates antioxidant status and clinical
course by way of increased tissue trace element concentrations. Am
J Clin Nutr. 2007;85(5):1293-1300.
34. Berger MM, Soguel L, Shenkin A, et al. Influence of early antioxidant
supplements on clinical evolution and organ function in
critically ill cardiac surgery, major trauma, and subarachnoid hemorrhage
patients. Crit Care Lond Engl. 2008;12(4):R101.
35. Lumlertgul N, Cameron LK, Bear DE, Ostermann M. Micronutrient
Losses during Continuous Renal Replacement Therapy. Nephron.
2023;147(12):759-765.
36. Gómez de Oña C, Martínez-Morillo E, Gago González E, Vidau
Argüelles P, Fernández Merayo C, Álvarez Menéndez FV. Variation
of trace element concentrations in patients undergoing hemodialysis
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499.

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Frontiers in Endoscopy, Series #96

Role of EUS and ERCP in Diagnosis and Management of Idiopathic Pancreatitis

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Introduction 

Gallstones/choledocholithiasis and alcohol use/abuse are the most common causes of acute pancreatitis (AP).1 When the cause of acute pancreatitis remains unidentified despite a thorough history, physical examination, laboratory tests, review of medications, and imaging studies, it is classified as idiopathic acute pancreatitis (IAP). IAP can present in two patterns: isolated, where no recurrence occurs after an initial episode, and idiopathic acute recurrent pancreatitis (IARP). IARP is characterized by two or more episodes of IAP.2 The incidence of IAP varies widely, ranging from 10%-30%; primarily due to missed diagnoses of underlying conditions that may become apparent during subsequent investigations.2,3 With the growing understanding of etiologies and advancements in diagnostic technologies, IAP should account for no more than 20% of AP cases in any given population.4 The initial evaluation of IAP includes screening for alcohol use disorder, ultrasound imaging to assess for gallstones or sludge, measurement of triglyceride levels, serum immunoglobulin G4 levels, contrast enhanced computed tomography and a review of medications and recent medical procedures or interventions to identify potential iatrogenic causes.5 A negative initial evaluation warrants consideration for further testing such as genetic testing and advanced pancreaticobiliary imaging, including magnetic resonance cholangiopancreatography (MRCP),  endoscopic ultrasound (EUS), and endoscopic retrograde cholangiopancreatography (ERCP).5,6

Role of EUS in Diagnosis and Management of Idiopathic Pancreatitis 

2.1. EUS Technology

EUS combines a flexible endoscope with a high-frequency miniature ultrasound probe at its distal end, enabling direct visualization of mucosal lesions, the gastrointestinal tract, and extramural structures. Unlike other cross-sectional imaging techniques, EUS offers a closer proximity to tissue, minimizing interference from subcutaneous tissue, bones, and gas.7 With advancements in technology, EUS produces high-resolution, real-time images, allowing for the assessment of minute lesions and pancreaticobiliary structures.8 This makes EUS one of the most important diagnostic tools for the evaluation of IAP.9

2.2. Timing of EUS

Guidelines recommend repeating a right upper quadrant (RUQ) ultrasound after discharge to improve the diagnostic yield in patients with presumed IAP due to microlithiasis or sludge.9 EUS is the next step in evaluating the etiology of IAP; however, the optimal timing for performing EUS after an episode of acute pancreatitis is uncertain and different operators may have varying opinions on this issue. Performing EUS too soon after an episode of acute pancreatitis may result in missed subtle lesions or undiagnosed CP, as residual inflammation (which reduces tissue resolution and increases artifacts) in the pancreas could obscure these findings. Additionally, ongoing inflammation may affect the safety of the procedure.6,9 Various studies have examined different intervals for performing EUS, but most experts suggest a short delay of 2 to 6 weeks to ensure complete resolution of inflammation.9,10 A recent single-center retrospective study evaluated the EUS appearance of pancreatic tissue at 4 and 6 weeks in patients with IAP. The study found that 84% of patients had normal-appearing pancreatic tissue at 6 weeks, compared to 73% at 4 weeks.11Additionally, a higher CT severity index score at the time of diagnosis was associated with an increased likelihood of detecting inflamed pancreatic tissue during the EUS examination at 4 to 6 weeks.11 Cortes et al. developed a scoring system (DORM65) using five variables, which includes delayed EUS (at least 82 days) as one of the factors, to predict positive EUS findings after an episode of IAP. A score of 3 or more was associated with a positive predictive value of 86%, with sensitivity and specificity of 35% and 92%, respectively.12 The scoring system is not in widespread use, but can be considered.

2.3. Sensitivity and Diagnostic Accuracy of EUS

The diagnostic yield of EUS in identifying one or more potential etiologies of IAP varies widely, ranging from 32% to 88%.13 This variation can be attributed to several factors, including the efficacy of EUS in detecting specific etiologies (e.g., gallstones, neoplastic, or anatomical), operator expertise, and the timing of the procedure in relation to the episode of pancreatitis in question.11,14–16 Additionally, the diagnostic yield may be influenced by whether other diagnostic evaluations were performed prior to EUS, which might have already identified the underlying cause.13 

2.3.1. Microlithiasis and Choledocholithiasis

Microlithiasis (stones <3 mm) or larger stones could explain up to 75% presumed IAP in patients with an intact gallbladder.17 (Figures 1 and 2) Patients with a first episode of AP and/or those with an intact gallbladder have a higher likelihood of biliary microlithiasis or sludge being detected on EUS compared to patients with IARP and/or prior cholecystectomy.18 Studies have shown a significant reduction in the risk and severity of recurrent acute pancreatitis in patients who underwent cholecystectomy and removal of CBD stones, if present.5,19 

A meta-analysis of 22 studies involving 1,490 patients with IAP reported that EUS identified the etiology in 59% of cases, with biliary causes accounting for 30%. However, none of the included studies conducted the complete standard diagnostic workup as per IAP/APA guidelines prior to EUS study. This is important as repeat transabdominal ultrasound after the discharge can increase the diagnostic yield, especially when the underlying etiology is biliary lithiasis/sludge.9,20 

In a prospective study of  35 patients with biliary colic, both initial and repeat abdominal ultrasound examinations were normal or inconclusive. Subsequent EUS detected gallbladder sludge or small stones in 33 patients and common bile duct (CBD) sludge or microlithiasis in 21 patients.21 

Compared to imaging modalities such as MRCP, EUS demonstrates a higher diagnostic yield in identifying presumed IAP due to biliary etiology, including cholelithiasis, choledocholithiasis, microlithiasis, and biliary sludge. Wan et al. reported a diagnostic yield of 34% for EUS, compared to just 9% for MRCP, in detecting biliary etiologies of IAP. 14,15

2.3.2. Chronic Pancreatitis 

Chronic pancreatitis (CP) is the second most common cause of IAP in patients with an intact gallbladder and the most common cause in those without a gallbladder.16,20 EUS is one of the most accurate techniques for diagnosing CP, owing to its ability to position the transducer close to the pancreatic parenchyma.22 Previously unknown or unanticipated CP is identified as the underlying cause of IAP in approximately 7% to 12% of patients undergoing EUS evaluation.23 EUS is either superior to or comparable with other diagnostic imaging modalities, such as MRCP and CT.10,24 Early CP often involves changes in ductal side branches, sparing the main pancreatic duct (PD). Combining EUS and MRCP significantly improves sensitivity and specificity for the diagnosis of CP.25 

2.3.3. Neoplasia

Pancreatic neoplasms can cause AP by transiently or permanently obstructing the pancreatic or common bile duct (or both) and/or by inducing local inflammation in the pancreatic parenchyma. A retrospective study utilizing clinical and insurance claim data reported that 11% of patients experienced one or more episodes of AP within the three years preceding a diagnosis of pancreatic ductal carcinoma. On EUS, pancreatic neoplasms are identified as the underlying cause in 2% to 6% of presumed IAP cases.4,16 Bartell et al. reported that EUS-guided fine-needle aspiration (EUS-FNA) identified pancreatic cancer in 5.3% of cases (out of 530 patients) with presumed IAP or idiopathic CP, despite negative initial CT and/or MRCP findings for a pancreatic mass lesion.26 

2.3.4. Pancreatic Anatomical Abnormalities 

Among congenital pancreatic anomalies, pancreatic divisum is the most common.27 It should be noted that many patients are told that pancreatic divisum is an illness, but it is not. Bernard et al. reported a 7.5% incidence of pancreatic divisum in a study of 1,825 ERCPs. Pancreatic divisum was significantly more frequent in patients presenting with acute idiopathic pancreatitis than in controls or the general population.28  ERCP is considered the gold standard for diagnosing pancreatic divisum; however, its use is generally limited to cases where therapeutic intervention is also needed. EUS, particularly with a linear array echoendoscope, is increasingly used for diagnosis due to its higher sensitivity and lower adverse event rate compared to ERCP.29 Kushnir et al. reported an 84% diagnostic sensitivity of EUS for pancreatic divisum among patients evaluated for idiopathic acute pancreatitis (58%), unexplained pancreatic-type abdominal pain (35%), and CP (7%).30 A meta-analysis by Umans et al. identified pancreatic divisum as the underlying etiology of IAP in 87 out of 1,490 patients.20 Less common pancreatic anomalies, such as annular pancreas, pancreaticobiliary maljunction a.k.a. anomalous pancreaticobiliary junction, and high confluence of the pancreaticobiliary ducts, have been reported as etiologies of IAP in only a few studies.31,32 Annular pancreas is best diagnosed using cross-sectional abdominal imaging, whereas pancreaticobiliary maljunction and high confluence of the pancreaticobiliary ducts are typically identified via ERCP.31 Studies evaluating the sensitivity of EUS in diagnosing these anomalies are lacking.

2.4. Therapeutic Role of EUS

EUS has a limited direct therapeutic role in idiopathic pancreatitis. It facilitates ERCP in difficult cannulation through techniques like EUS-Rendezvous when ERCP alone is unsuccessful.33 It is useful in performing celiac plexus blocks to manage chronic pain in patients with IARP progressed to CP.10 While not routinely used, interventions such as EUS-guided sphincterotomy for CBD stones and alcohol ablation of pancreatic cysts have been reported. With advancements in EUS-guided therapies, it may become possible to perform therapeutic interventions while simultaneously investigating the etiology of IAP in select cases.10,34

Role of ERCP in Diagnosis and Management of Idiopathic Pancreatitis 

ERCP has played both a diagnostic and therapeutic role in the management of IARP. Earlier studies demonstrated that ERCP-based evaluations, such as bile analysis for microcrystals, minor papilla cannulation, and sphincter of Oddi manometry, identified the underlying etiology in up to 79% of cases.35 However, with the advent of high-resolution imaging techniques like EUS and MRCP, the diagnostic role of ERCP has declined, and it is now primarily used for therapeutic interventions.15

3.1 Sphincter of Oddi Dysfunction

In older studies, reflecting a different era of thinking, Sphincter of Oddi dysfunction (SOD) has been reported in 15% to 73% of patients undergoing ERCP with sphincter of Oddi manometry (SOM) for the evaluation of IARP in previous studies.36 SOM was the gold standard for diagnosing SOD; however, it is invasive, carries high risks of serious adverse events and its accuracy is operator-dependent with limited inter-reader reliability. Non-invasive tests, such as secretin-stimulated MRCP (ss-MRCP), quantitative hepatic scintigraphy, and fatty meal sonography, are less sensitive compared to SOM.36,37 In current clinical practice, the diagnosis of SOD and the practice of SOM have essentially been abandoned due to high risks, limited data showing clinical efficacy, and questions about the validity of the concept of SOD as a whole.38,39

3.2 Microlithiasis 

Due to the high diagnostic sensitivity of EUS for detecting microlithiasis, ERCP is no longer recommended for evaluating IAP suspected to be caused by microlithiasis.9 If transabdominal imaging and EUS fail to identify microlithiasis, bile microscopy during an ERCP may be considered but is rarely performed in practice.35 The definitive treatment for microlithiasis causing recurrent AP is laparoscopic cholecystectomy to prevent recurrent pancreatitis and gallbladder related symptoms. In elderly patients or those with severe comorbidities that increase surgical risk, sphincterotomy alone can be an effective alternative. However, the role of sphincterotomy alone in preventing recurrent pancreatitis due to microlithiasis remains controversial among patients who are good surgical candidates.40,41

3.3 Pancreatic Divisum and Annular Pancreas

ERCP is the gold standard for diagnosing pancreatic divisum; although this anatomic variant can be detected on EUS and MRI/MRCP as well.9,42 (Figure 3) Endoscopic therapy (ERCP) is the first-line treatment for patients deemed to have true symptomatic pancreatic divisum. Previous retrospective studies have reported a 70-80% efficacy rate for endoscopic therapy in IARP patients with pancreatic divisum.35 It is well established that the risk of recurrent pancreatitis is higher among pancreatic divisum patients with associated genetic mutations (the “two hit” hypothesis). Endoscopic therapy should be considered for IARP patients without any identifiable etiology other than pancreatic divisum, especially if the PD in the body and tail is dilated (suggesting obstruction at level of the duct of Santorini and/or the minor papilla).6,9

Endoscopic techniques include minor papilla endoscopic sphincterotomy (mPES), balloon dilation, and trans-minor papilla dorsal duct stenting. mPES is well established for symptomatic pancreatic divisum and techniques to perform this maneuver include Wire-Guided Pull-Type Sphincterotomy, Needle-Knife Over Pancreatic Stent, Wire-Assisted Access Sphincterotomy, and Free-Hand Pre-Cut Needle-Knife Sphincterotomy.42 While mPES is effective, it is associated with a high risk of post-ERCP pancreatitis, which can be mitigated by prophylactic stenting and the use of rectal indomethacin.43 Endoscopic therapy has comparable efficacy to surgical treatments, such as minor papilla sphincterotomy or sphincteroplasty, with the advantage of lower adverse event rates and mortality.44

Annular pancreas is a rare condition and is associated with pancreatic divisum in 30-45% of cases. It commonly presents as duodenal obstruction (often in childhood) and IARP.35,45 Gromski et al. reported a technical success rate of 91% for ERCP on the initial attempt, increasing to 100% with a second procedure when necessary.45 Pancreaticobiliary symptoms, including recurrent pancreatitis, are frequently seen in adults and, when indicated, are effectively managed with pancreatic sphincterotomy, with or without stenting.46

Other congenital anomalies, such as choledochocele (Type II choledochal cysts) and pancreaticobiliary maljunction, infrequently present as IARP. They are often identified on MRCP, and symptomatic cases are managed with biliary sphincterotomy.35,47 

3.4. Pancreatic Duct Strictures and Stones

Strictures in the main PD are found in 5-10% of IARP cases.35 Management depends on whether the stricture is benign or malignant. Benign etiologies include chronic pancreatitis, sequelae of acute pancreatitis, pseudocyst, trauma, or surgical complications.48 EUS-FNA/FNB is often used for diagnostic evaluation, especially when a malignant etiology is suspected. Symptomatic benign PD strictures, such as those causing recurrent acute pancreatitis, are treated with PD sphincterotomy, stricture dilation, and stenting using plastic or metal stents.48

PD stones are recognized as a cause of recurrent pancreatitis, which can progress to chronic pancreatitis. Floating PD stones <5 mm can be extracted using standard ERCP with pancreatic sphincterotomy, followed by balloon or basket retrieval. Larger stones may be more difficult to remove and may fail standard retrieval techniques.9 PD stones are typically harder to fracture than biliary stones, lowering success rates for ERCP-directed lithotripsy. Pancreatoscopy-directed lithotripsy, however, has shown greater success and is increasingly used for managing PD stones. Extracorporeal shockwave lithotripsy (ESWL) is not available at most centers but can help fragment stones prior to ERCP to increase clearance rates.9,49 

3.5 Role of Empiric Sphincterotomy

Empiric sphincterotomy (ES) is defined as biliary or pancreatic sphincterotomy based on clinical suspicion without definitive evidence of obstructive etiology, aimed at preventing IARP or recurrent biliary pain from presumed choledocholithiasis/microlithiasis. (Figure 4) The role of ES in preventing recurrent pancreatitis in patients with standard pancreatic ductal anatomy remains controversial.9 It has not been shown to reduce the frequency of recurrent acute pancreatitis episodes or alter the natural history of IARP.50 ES is a reasonable alternative for patients at high risk for cholecystectomy, particularly when there is concern about future stone passage. ES should be considered after a discussion of its benefits and potential procedure-related risks. If performed, ERCP with biliary sphincterotomy alone may be preferable to dual sphincterotomy.

Conclusion

Increasing accessibility and continuous advancements in EUS technology have significantly improved the identification of the etiology of acute pancreatitis in cases initially considered idiopathic. The sensitivity and diagnostic accuracy of EUS often surpass traditional cross sectional imaging modalities like CT and MRI/MRCP. While primarily therapeutic, ERCP remains the gold standard for diagnosing and managing pancreaticobiliary anatomic abnormalities. Current diagnostic algorithms for IARP incorporate early EUS to effectively identify common etiologies such as microlithiasis and neoplasia. Future studies should focus on exploring the role of EUS in diagnosing pancreaticobiliary anatomical abnormalities. Optimizing the timing of EUS and ensuring careful patient selection for ERCP are crucial for enhancing diagnostic yield and minimizing complications among IARP patients. 

References

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11. Khoury T, Shahin A, Sbeit W. Exploring the Optimal Timing of Endoscopic Ultrasound Performance Post-Acute Idiopathic Pancreatitis. Diagnostics. 2022;12(8):1808. doi:10.3390/diagnostics12081808

12. Cortés P, Kumbhari V, Antwi SO, et al. Simple risk score to predict the likelihood of a positive EUS in idiopathic acute pancreatitis. Gastrointest Endosc. 2022;96(6):993-1001.e5. doi:10.1016/j.gie.2022.07.011

13. Cortés P, Raimondo M, Wallace MB, Bi Y. The role of endoscopic ultrasound and magnetic resonance cholangiopancreatography in the diagnosis of idiopathic recurrent acute pancreatitis: a narrative review. Dig Med Res. 2021;4(0). doi:10.21037/dmr-21-66

14. Safari MT, Miri MB, Ebadi S, Shahrokh S, Alizadeh AHM. Comparing the Roles of EUS, ERCP and MRCP in Idiopathic Acute Recurrent Pancreatitis. Clin Med Insights Gastroenterol. 2016;9:35-39. doi:10.4137/CGast.S37927

15. Wan J, Ouyang Y, Yu C, Yang X, Xia L, Lu N. Comparison of EUS with MRCP in idiopathic acute pancreatitis: a systematic review and meta-analysis. Gastrointest Endosc. 2018;87(5):1180-1188.e9. doi:10.1016/j.gie.2017.11.028

16. Cammarata F, Rovati L, Fontana P, Gambitta P, Armellino A, Aseni P. Endoscopic Ultrasound to Identify the Actual Cause of Idiopathic Acute Pancreatitis: A Systematic Review. Diagn Basel Switz. 2023;13(20):3256. doi:10.3390/diagnostics13203256

17. Wilcox MC, Seay T, Kim H, Varadarajulu S. Prospective Endoscopic Ultrasound-Based Approach to the Evaluation of Idiopathic Pancreatitis: Causes, Response to Therapy, and Long-term Outcome. Am J Gastroenterol. 2016;111(9):1339-1348. doi:10.1038/ajg.2016.240

18. Valverde-López F, Ortega-Suazo EJ, Wilcox CM, Fernandez- Cano MC, Martínez-Cara JG, Redondo-Cerezo E. Endoscopic ultrasound as a diagnostic and predictive tool in idiopathic acute pancreatitis. Ann Gastroenterol. 2020;33(3):305-312. doi:10.20524/aog.2020.0464

19. Umans DS, Hallensleben ND, Verdonk RC, et al. Recurrence of idiopathic acute pancreatitis after cholecystectomy: systematic review and meta-analysis. Br J Surg. 2020;107(3):191-199. doi:10.1002/bjs.11429

20. Umans DS, Timmerhuis HC, Anten MPGF, et al. Prospective multicentre study of indications for surgery in patients with idiopathic acute pancreatitis following endoscopic ultrasonography (PICUS). Br J Surg. 2023;110(12):1877-1882. doi:10.1093/bjs/znad318

21. Mirbagheri SA, Mohamadnejad M, Nasiri J, Vahid AA, Ghadimi R, Malekzadeh R. Prospective Evaluation of Endoscopic Ultrasonography in the Diagnosis of Biliary Microlithiasis in Patients With Normal Transabdominal Ultrasonography. J Gastrointest Surg. 2005;9(7):961-964. doi:10.1016/j.gassur.2005.03.002

22. Irisawa A, Katakura K, Ohira H, et al. Usefulness of endoscopic ultrasound to diagnose the severity of chronic pancreatitis. J Gastroenterol. 2007;42(17):90-94. doi:10.1007/s00535-006-1916-9

23. Aronen A, Guilabert L, Hadi A, et al. Idiopathic acute pancreatitis (IAP)—a review of the literature and algorithm proposed for the diagnostic work-up of IAP. Transl Gastroenterol Hepatol. 2024;9:71. doi:10.21037/tgh-23-125

24. Issa Y, Kempeneers MA, van Santvoort HC, Bollen TL, Bipat S, Boermeester MA. Diagnostic performance of imaging modalities in chronic pancreatitis: a systematic review and meta-analysis. Eur Radiol. 2017;27(9):3820-3844. doi:10.1007/s00330-016-4720-9

25. Ito T, Ikeura T, Tanaka T, et al. Magnetic resonance cholangiopancreatography findings in early chronic pancreatitis diagnosed according to the Japanese Diagnostic Criteria. Pancreatology. 2020;20(4):596-601. doi:10.1016/j.pan.2020.04.008

26. Bartell N, Bittner K, Vetter MS, Kothari T, Kaul V, Kothari S. Role of Endoscopic Ultrasound in Detecting Pancreatic Cancer Missed on Cross-Sectional Imaging in Patients Presenting with Pancreatitis: A Retrospective Review. Dig Dis Sci. 2019;64(12):3623-3629. doi:10.1007/s10620-019-05807-z

27. V SK, Sangu P, C K, R P, Chidambaranathan S, Lakshmanamoorthy NBO. Congenital Anomalies of the Pancreas: Various Clinical Manifestations and Their Impact on Pancreatic Diseases and Outcomes. Cureus. 2022;14(8):e27915. doi:10.7759/cureus.27915

28. Jp B, J S, M G, H S. Pancreas divisum is a probable cause of acute pancreatitis: a report of 137 cases. Pancreas. 1990;5(3). doi:10.1097/00006676-199005000-00002

29. Sahakian AB, Aslanian HR. Diagnosis of Pancreas Divisum Using Linear-Array Endosonography. Video J Encycl GI Endosc. 2014;2(1):36-39. doi:10.1016/j.vjgien.2013.11.001

30. Kushnir VM, Wani SB, Fowler K, et al. SENSITIVITY OF ENDOSCOPIC ULTRASOUND, MULTIDETECTOR COMPUTER TOMOGRAPHY AND MAGNETIC RESONANCE CHOLANGIOPANCREATOGRAPHY IN THE DIAGNOSIS OF PANCREAS DIVISUM: A TERTIARY CENTER EXPERIENCE. Pancreas. 2013;42(3):436. doi:10.1097/MPA.0b013e31826c711a

31. Takuma K, Kamisawa T, Hara S, et al. Etiology of recurrent acute pancreatitis, with special emphasis on pancreaticobiliary malformation. Adv Med Sci. 2012;57(2):244-250. doi:10.2478/v10039-012-0041-7

32. Huddleston VS, Lippuner V, Dyer AW. Annular Pancreas in an Adult Presenting with Acute Pancreatitis. J Radiol Case Rep. 2018;12(10):11-16. doi:10.3941/jrcr.v12i10.3461

33. Tsuchiya T, Itoi T, Sofuni A, Tonozuka R, Mukai S. Endoscopic ultrasonography-guided rendezvous technique. Dig Endosc Off J Jpn Gastroenterol Endosc Soc. 2016;28 Suppl 1:96-101. doi:10.1111/den.12611

34. Artifon ELA, Kumar A, Eloubeidi MA, et al. Prospective randomized trial of EUS versus ERCP-guided common bile duct stone removal: an interim report (with video). Gastrointest Endosc. 2009;69(2):238-243. doi:10.1016/j.gie.2008.05.020

35. MD PS, MD UN. Role of ERCP in Patients With Idiopathic Recurrent Acute Pancreatitis. Curr Treat Options Gastroenterol. 2016;14(3):327-339. doi:10.1007/s11938-016-0096-9

36. McLoughlin M, Mitchell R. Sphincter of Oddi dysfunction and pancreatitis. World J Gastroenterol WJG. 2007;13(47):6333-6343. doi:10.3748/wjg.v13.i47.6333

37. Villavicencio Kim J, Wu GY. Update on Sphincter of Oddi Dysfunction: A Review. J Clin Transl Hepatol. 2022;10(3):515-521. doi:10.14218/JCTH.2021.00167

38. Cotton PB, Durkalski V, Romagnuolo J, et al. Effect of endoscopic sphincterotomy for suspected sphincter of Oddi dysfunction on pain-related disability following cholecystectomy: the EPISOD randomized clinical trial. JAMA. 2014;311(20):2101-2109. doi:10.1001/jama.2014.5220

39. López-Cossio JA, Murcio-Pérez E, López Arce-Ángeles G, Borjas-Almaguer OD, Téllez-Ávila FI. The efficacy and safety of endoscopic sphincterotomy in patients with Sphincter of Oddi dysfunction: a systematic review and meta-analysis. Surg Endosc. 2023;37(12):9062-9069. doi:10.1007/s00464-023-10539-3

40. Wang HH, Portincasa P, Liu M, Tso P, Wang DQH. Similarities and differences between biliary sludge and microlithiasis: Their clinical and pathophysiological significances. Liver Res. 2018;2(4):186-199. doi:10.1016/j.livres.2018.10.001

41. Levy MJ. The hunt for microlithiasis in idiopathic acute recurrent pancreatitis: Should we abandon the search or intensify our efforts? Gastrointest Endosc. 2002;55(2):286-293. doi:10.1067/mge.2002.121224

42. Gutta A, Fogel E, Sherman S. Identification and Management of Pancreas Divisum. Expert Rev Gastroenterol Hepatol. 2019;13(11):1089-1105. doi:10.1080/17474124.2019.1685871

43. Moffatt DC, Coté GA, Avula H, et al. Risk factors for ERCP-related complications in patients with pancreas divisum: a retrospective study. Gastrointest Endosc. 2011;73(5):963-970. doi:10.1016/j.gie.2010.12.035

44. Liao Z, Gao R, Wang W, et al. A systematic review on endoscopic detection rate, endotherapy, and surgery for pancreas divisum. Endoscopy. 2009;41:439-444. doi:10.1055/s-0029-1214505

45. Gromski MA, Lehman GA, Zyromski NJ, et al. Annular pancreas: endoscopic and pancreatographic findings from a tertiary referral ERCP center. Gastrointest Endosc. 2019;89(2):322-328. doi:10.1016/j.gie.2018.09.008

46. Zyromski NJ, Sandoval JA, Pitt HA, et al. Annular Pancreas: Dramatic Differences Between Children and Adults. J Am Coll Surg. 2008;206(5):1019-1025. doi:10.1016/j.jamcollsurg.2007.12.009

47. M Delhaye CM, re. Pancreatic ductal system obstruction and acute recurrent pancreatitis. World J Gastroenterol. 2008;14(7):1027-1033. doi:10.3748/wjg.14.1027

48. Dawod E, Kahaleh M. Management of Benign and Malignant Pancreatic Duct Strictures. Clin Endosc. 2017;51(2):156-160. doi:10.5946/ce.2017.085

49. Tandan M, Talukdar R, Reddy DN. Management of Pancreatic Calculi: An Update. Gut Liver. 2016;10(6):873-880. doi:10.5009/gnl15555

50. Das R, Clarke B, Tang G, et al. Endoscopic sphincterotomy (ES) may not alter the natural history of idiopathic recurrent acute pancreatitis (IRAP). Pancreatology. 2016;16(5):770-777. doi:10.1016/j.pan.2016.07.009

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FELLOWS’ CORNER

Superior Mesenteric Artery Syndrome

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by Archit Garg, Lara Calegari

A 35-year-old Hispanic woman, who had endometriosis surgery in 2018, experienced worsening epigastric pain, severe nausea, vomiting, and diarrhea for one day. The patient had no history of prior episodes, personal or family history of IBS, IBD, or cancers. Over four months, she experienced unintentional 25-pound weight loss, poor appetite causing her to stop eating early, and significant emotional distress after losing her job and getting divorced. Her symptoms consisted of severe, diffuse abdominal pain aggravated by recumbency, with temporary relief following emesis. Although she had no fever, sick contacts, or recent travel, she did report chills. On physical examination, the abdomen was distended and mildly tender to the touch. Laboratory findings indicated leukocytosis in the absence of bandemia. Please see the abdominal CT scan in the Figure 1 and 2.

Question 1: Which of the Following Diagnoses is Most Likely in this Case?

A) Celiac disease

B) Superior mesenteric artery syndrome

C) Crohn’s disease

D) Lactose Intolerance

The Correct answer is B. 

Explanations:

This patient’s symptoms strongly suggest Superior Mesenteric Artery (SMA) syndrome. Rapid, substantial weight loss may cause the retroperitoneal fat pad and connective tissue to shrink, narrowing the angle of the aorta and superior mesenteric artery. This anatomical alteration may later lead to duodenal blockage.

Duodenal dilation proximally, with contrast unable to pass the duodenum’s third part (usually at a defined point of obstruction), is a diagnostic criterion. Typically, CT scans, the most sensitive diagnostic method, will show an aorto-superior mesenteric artery angle less than 25° and an aortomesenteric distance under 8 mm.

Option A: 

Celiac disease, an autoimmune disorder, triggers an immune response when gluten is consumed. Celiac disease’s typical symptoms—chronic diarrhea, bloating, and malabsorption—don’t explain this patient’s sudden onset of cramps, pain, nausea, vomiting, and diarrhea. A CT scan won’t diagnose celiac disease.  Confirmation requires serological testing (for anti-gluten, anti-gliadin, and anti-endomysial antibodies) plus a small intestine biopsy to look for villous atrophy.

Option C:

Characterized by chronic diarrhea, abdominal pain, fatigue, weight loss, and alternating relapses and remissions, Crohn’s disease is a chronic inflammatory disorder of the gastrointestinal tract.

Option D:

A lactase enzyme deficiency, which is characteristic of lactose intolerance, prevents the breakdown of complex carbohydrates present in food. Bloating, diarrhea, and abdominal discomfort are common after dairy consumption for those with lactose intolerance. Lactose intolerance shows unremarkable CT imaging, in contrast to SMA syndrome, where the aorto-SMA angle is reduced.

Conclusion

Characterized by duodenal compression from the SMA and aorta, SMA syndrome is a rare gastrointestinal disorder causing nausea, vomiting, positional abdominal pain, and weight loss. Diagnosis rests on CT or MRI imaging showing compression of the duodenum due to a narrowed aorto-SMA angle. Severe cases may necessitate surgery; otherwise, treatment is supportive.

Question 2:
What is the pathogenesis of this entity?

SMA syndrome is a potential complication in patients experiencing rapid weight loss due to various factors such as burns, prolonged immobility, bariatric surgery, cancer, or aortic aneurysm. The loss of retroperitoneal fat and connective tissue due to a sharp decrease in weight can narrow the aortomesenteric angle, potentially causing duodenal obstruction.1

Question 3: How do you make the diagnosis?

The diagnosis of SMA syndrome is confirmed with imaging. Contrast imaging studies, either barium studies or CT imaging with oral contrast, can be used. A diagnostic criterion includes proximal duodenal enlargement and contrast medium inability to pass the third part of the duodenum, showing a specific blockage. An aorto-superior mesenteric artery angle under 25° is the best diagnostic indicator, especially when the aortomesenteric distance is below 8 mm.2

Question 4: What is the Management? 

SMA syndrome treatment depends on the individual patient. It can be managed conservatively with emphasis given on weight gain. To relieve duodenal pressure, a nasogastric tube can be used to empty the stomach and duodenum. Treatment starts with high-calorie nutritional drinks and a special diet.3 Tube feeding or total parenteral nutrition may be used if needed. Postural therapy, using a left lateral position, helps avoid duodenal compression from the superior mesenteric artery and aorta. Surgery is needed when conservative management proves ineffective.3
This could be gastrojejunostomy, transabdominal or laparoscopic duodenojejunostomy, or a more involved procedure. 

References

1. Mathenge N, Osiro S, Rodriguez II, et al. Superior mesenteric artery syndrome and its associated gastrointestinal implications. Clin Anat. 2014;27(8):1244-1252.

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

3. Oka A, Awoniyi M, Hasegawa N, et al. Superior mesenteric artery syndrome: Diagnosis and management. World J Clin Cases. 2023;11(15):3369.

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Dispatches from the GUILD Conference, Series #68

Eosinophilic Esophagitis: Tips for the Primary Care Provider

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Eosinophilic esophagitis (EoE) is a chronic allergic clinicopathologic condition with a rapidly increasing incidence and prevalence and is being increasingly seen in both specialty and primary care settings. Left untreated, EoE progresses from an inflammation-predominant to fibrostenotic condition in most patients. Diagnosis requires a combination of clinical symptoms, esophageal eosinophilia on biopsies obtained during upper endoscopy, and exclusion of other potential causes of eosinophilia. Treatments include dietary elimination, medications (proton pump inhibitors, swallowed/topical steroids, or biologics), and esophageal dilation (when strictures are present). Long-term therapy and monitoring are also required. This review discusses how commonly EoE is seen in the primary care setting, when to suspect a diagnosis of EoE, how EoE is treated, and how primary and specialty care can intersect management of this chronic disease; practical tips for the primary care provider are also presented.

Introduction

Eosinophilic esophagitis (EoE), a chronic allergic condition first described about three decades ago, has transitioned from a rare and case-reportable disease to one that is being increasingly seen, not just in gastroenterology and allergy specialty settings, but in the primary care setting as well. EoE is defined as a clinicopathologic disease, meaning that diagnosis requires both clinical symptoms and the presence of esophageal eosinophilia.1 Similar to asthma and atopic dermatitis, EoE is a type 2 inflammatory condition, and the current pathogenic model holds that food or environmental allergens interact with an impaired esophageal epithelial barrier, which then triggers a T-cell mediated cascade of typical allergic cytokines and mediators resulting in accumulation of eosinophils and mast cells in the esophagus, activation of fibroblasts, and esophageal remodeling.2 Left untreated, EoE will progress from an inflammation-predominant to fibrostenotic condition in most patients, with complications including food impaction, esophageal stricture, and, in children, poor growth and nutrition.3 There are multiple treatment options for EoE, with more in the drug development pipeline, and patients require long-term therapy and monitoring. This review will discuss how commonly EoE is seen in the primary care setting, when to suspect a diagnosis of EoE, how EoE is treated and how primary and specialty care can intersect management of this chronic disease. It also presents practical tips for the primary care provider. (Table 1)

How Commonly is EoE Seen in Primary Practice Settings?

The incidence of EoE has been rising at a rate that outpaces increases in awareness and frequency of performing endoscopy and biopsy, suggesting ongoing environmental changes are driving this disease.3 Because the condition is chronic and does not increase mortality, prevalence has been rapidly rising as well. Fifteen years ago, the prevalence was ~1/2000, but the most recent estimates are 1/700 with almost a half million diagnosed cases in the U.S.4 However, this might only be the tip of the iceberg, as recent studies suggest there is likely a large undiagnosed EoE patient population that could double to triple the current prevalence,5 as well as a long delay between symptom onset and diagnosis.6

The implication of this rising prevalence is that primary care providers will see known EoE patients in clinic as well as symptomatic patients who may yet to be diagnosed. In addition, the prevalence of EoE is quite a bit higher in certain populations.3 For patients undergoing upper endoscopy (EGD) for any reason (including open access referrals), the prevalence may be ~5%; for those undergoing EGD for dysphagia, the prevalence could be as high as 20-25%; for those who have a food impaction and require an emergency department visit, the prevalence is >50%. Additionally, patients with other atopic conditions have an increased prevalence of EoE as well,7 and this can be an important clue when considering EoE diagnosis, as below.

When Should Primary Providers Suspect EoE as a Diagnosis?

The symptoms of EoE are not pathognomonic, which can make diagnosis challenging. In adolescents and adults, dysphagia is the hallmark symptom. However, many patients may not realize or report they are having trouble swallowing (outside of an overt food impaction) because symptom onset can be slow in EoE, and patients can subconsciously adapt their eating behaviors to minimize symptoms. This is highlighted by the “IMPACT” acronym,8 where they “Imbibe” a lot of fluids while eating to help food go down; “Modify” foods by cutting into small pieces, lubricating foods, or pureeing; “Prolong” meal times by eating slowly or are the last one at the table; “Avoid” foods that might get stuck; “Chew” excessively to make food mushy and easy to swallow; or “Turn away” tablets or pills, as not being able to swallow pills or having pills stick is a subtle but common symptom. Therefore, for patients with reported or suspected dysphagia, asking specifically about the IMPACT symptoms can increase the suspicion for EoE, highlight a substantial burden of symptoms, and facilitate diagnosis. Other symptoms in adolescents and adults can include atypical chest pain and heartburn which is often unresponsive to antiacid therapy. Prior to referring a patient with refractory gastroesophageal reflux disease (GERD) for anti-reflux surgery, EoE should be excluded as it is a cause of refractory reflux symptoms in a few percent of patients.3 For children, symptoms are also non-specific. Infants and toddlers can have failure-to-thrive and poor growth or feeding difficulties such as failure to progress with consistencies. In school age children, abdominal pain and vomiting are common, and it is important to distinguish if vomiting is “true” vomiting or a manifestation of regurgitation of food stuck in the esophagus.  Symptoms of chest pain, reflux, and heartburn can also be seen in this age group.

While EoE is on the differential diagnosis for all of these symptoms, what can increase the suspicion of EoE on a practical basis? First, if a patient has concomitant atopic conditions, such as asthma, eczema, immediate type (IgE-mediated) food allergies, or allergic rhinitis, in the presence of upper GI symptoms (or feeding issues for younger children), EoE should rise on the differential diagnosis. This is because there is a marked increase of EoE in patients with atopic disease.7 For example, 5% of children with food allergies can have EoE,9 and the more atopic conditions in one patient, the higher the chance of EoE (>10% with 3 or more allergic diseases).10 Similarly, if a patient has reported food impaction, then EoE should be suspected. While the general perception is that EoE is more common in younger patients, and in white males, it can affect patients of any age, sex, race, or ethnicity.3 Predictive models have been developed for both adults and children,11,12 and an online calculator is available for adults to help understand the potential for EoE in a given patient (https://gicenter.med.unc.edu/cedas/index.php?page=CtrlNewEOE&action=showNewEOE).

How is EoE Diagnosed?

In order to diagnose EoE, a patient needs to have appropriate symptoms (as discussed above), at least 15 eosinophils per high-power field (eos/hpf) on esophageal biopsy obtained during upper endoscopy, and no other conditions that could cause esophageal eosinophilia.1 Therefore, EGD with biopsy is currently required for EoE diagnosis; there are no non-invasive methods currently available.  In the primary care setting, when EoE is suspected, referral to a gastroenterologist or for open access endoscopy should be made. In addition, the suspicion of EoE should be specifically mentioned. For open access endoscopy, while it is guideline-recommended to obtain esophageal biopsies for procedures done for an indication of dysphagia,13 if there are less typical symptoms, biopsies may not always be taken and a diagnosis could be missed. When a gastroenterologist performs an upper endoscopy and EoE is suspected, the key endoscopic findings of EoE, though not part of the diagnostic criteria, will increase the possibility of the diagnosis.14 These include esophageal edema (decreased vascularity), fixed rings, exudates (white plaques), furrows (longitudinal lines), stricture, narrowing, or crepe-paper mucosa (a sign of mucosal fragility). (Figure 1) It is recommended that the most common findings (edema, rings, exudates, furrows, and stricture) are reported using the EoE Endoscopic Reference Score (EREFS),15 which typically ranges 0-9 with higher scores indicating more severe findings, and which can be followed in addition to biopsy results to track treatment response. Once EoE is diagnosed, initial management is usually done by the gastroenterologist or an allergist. The diagnosis may also be suspected by an allergist, and an allergist is important to help manage the concomitant allergic conditions associated with EoE.

Table 1. Tips For Primary Care Providers Related to Eosinophilic Esophagitis

TipRationale
Expect to see patients with EoE as it is no longer a rare diseaseThe incidence and prevalence of EoE continue to rapidly rise
Ask about more than trouble swallowingPatients will often modify their eating with adaptive strategies, which can be highlighted on history by asking about the “IMPACT” behaviors
Think about EoE in patients with allergic conditions
and upper GI symptoms
EoE is more common in patients with allergic conditions than in the general population, and the more allergic conditions that are present, the more likely a diagnosis of EoE will be
Consider whether a report of an “allergic reaction” to
a food might be due to a transient food impaction
Patients may interpret food getting stuck (with associated discomfort, hypersalivation, and perceived trouble breathing or anxiety) as an allergic reaction, when in fact it is a sign of EoE
Refer to a gastroenterologist for upper endoscopy
and biopsy to diagnose EoE
While diagnosis requires the correct clinical symptoms, it also requires demonstration of esophageal eosinophilia (at least 15 eos/hpf), which requires upper endoscopy and biopsy for assessment
Refer to an allergist for management of multiple concomitant atopic conditionsConcomitant atopic conditions are seen in 60-80% of patients with EoE, and allergists are key members of the multidisciplinary team required for optimal EoE management
Assess disease activity by considering multiple domains including symptoms, endoscopic features, and histologic findingsIt is not sufficient to monitor symptoms alone in EoE, as symptoms are often discordant with biologic disease activity noted on endoscopy and histology, so all three domains should be assessed
Some topical steroid treatments for EoE adapt asthma preparation and might appear to duplicate other medications
on patients’ medication lists
Budesonide and fluticasone have traditionally been swallowed (rather than inhaled from asthma devices), and at different doses than used for asthma; while there is an FDA-approved budesonide now available for EoE, it is important to assess EoE medications (which also include PPIs and dupilumab) to make sure the dosing and use is correct for a given indication

How is EoE Treated?

Goals of EoE treatment are to decrease symptoms, improve endoscopic and histologic findings, normalize growth and nutrition, and prevent complications such as esophageal stricture, food impaction, and esophageal perforation. Guidelines recommend a treatment approach where an anti-inflammatory option is paired with esophageal dilation of strictures, when they are present and cause dysphagia.16 Initial anti-inflammatory options include pharmacologic and dietary therapies, and a shared decision-making framework is recommended for a patient to select a treatment. Dietary elimination is based on food allergens causing EoE in the majority of patients.17 However, because current allergy tests (e.g. skin prick, blood IgE or IgG testing) do not correlate with food triggers in EoE, performing these is not recommended.16 Instead, an empiric elimination diet that removes the most common food triggers of EoE is the first step. These can be less restrictive (removing dairy only, or dairy and wheat), or more restrictive depending on patient preference.17 Initial medication options include proton pump inhibitors (PPIs) and topical or swallowed corticosteroids (tCS). Though off-label, PPIs are effective in ~30-40% of patients and work via non-acid-dependent mechanisms, so it is important to explain to patients that they are not using them for the typical GERD indication.18 tCS coat the esophagus to provide a local effect, and are effective in 50-70% of patients.19 Traditionally, budesonide or fluticasone asthma preparations were modified to be swallowed off-label, but recently a budesonide oral suspension has been FDA-approved for treatment of EoE.20 For patients who do not respond to these medications, the FDA-approved biologic dupilumab21 can be considered as step-up therapy in most cases; in some patients with severe atopic conditions that would warrant dupilumab use, the medication can be considered earlier in the treatment algorithm.16

How is EoE Managed Long-Term and How Does this Intersect with Primary Care?

After an initial treatment is selected, repeat upper endoscopy and biopsy should be performed to assess response.16 If there is no response to first-line therapy, treatment can be switched or escalated and then endoscopy is repeated. When a response is achieved, and the goal is improvement across symptom, endoscopic, and histologic domains, the treatment should be maintained long term.22  Data from multiple sources demonstrate that when treatment is stopped in EoE the disease activity universally recurs, with many patients flaring as soon as three months. In addition, in contrast to some other atopic diseases, patients do not “grow out of EoE”.22

Long-term EoE care, while often requiring GI or allergist input and monitoring, may overlap with the primary care setting. When patients with EoE come to clinic, it is important to know what medications or diet elimination they are on and what the rationale is for each treatment so adherence can be assessed and refills provided if necessary. For diet, the distinction between food elimination for EoE and food elimination for an immediate-type food allergy is important. In the latter case, foods cannot be added and any amount can trigger a severe reaction; in EoE, strict elimination is needed for disease control, but inadvertent exposure to a food trigger will not cause immediate harm. Further, because some medications like PPIs, budesonide, and dupilumab have multiple uses and doses differ across diseases, it is important to understand which is being used for EoE, whether it is at the appropriate dose, and whether it is doing “double duty” for a different condition. Finally, EoE is often managed in a multidisciplinary way, with allergists, gastroenterologists, pathologists, dieticians, feeding therapists, psychologists, and others contributing to care, and this group, which is typically not in the same clinic, can be coordinated by the primary provider.

Conclusions

EoE is a chronic allergy/inflammatory condition of the esophagus that is rapidly rising in incidence and prevalence and is still likely underdiagnosed. A primary care provider will therefore encounter an increasing number of patients with established EoE as well as patients with symptoms suggestive of EoE, and can play a major role in facilitating diagnosis. Situations that can increase the suspicion of EoE in clinic go beyond typical adolescent/adult symptoms of dysphagia and food impactions, to the “IMPACT” adaptive eating behaviors, and to patients with atopic conditions who also have upper GI symptoms. Prompt referral to GI for endoscopy and biopsy, with specific mention of the concern for EoE, is needed for timely diagnosis. While the initial treatment and monitoring of EoE are often performed by GI and allergy, long-term monitoring and reinforcement of appropriate treatment strategies can also be achieved in the primary care setting. 

References

1. Dellon ES, Liacouras CA, Molina-Infante J, et al. Updated international consensus diagnostic criteria for eosinophilic esophagitis: Proceedings of the AGREE conference. Gastroenterology. 2018;155:1022-33.e10. Epub 2018/07/17.

2. Kennedy KV, Muir AB, Ruffner MA. Pathophysiology of Eosinophilic Esophagitis. Immunol Allergy Clin North Am. 2024;44(2):119-28. Epub 2024/04/05.

3. Dellon ES, Hirano I. Epidemiology and Natural History of Eosinophilic Esophagitis. Gastroenterology. 2018;154:319-22.e3. Epub 2017/08/05.

4. Thel HL, Anderson C, Xue AZ, et al. Prevalence and Costs of Eosinophilic Esophagitis in the United States. Clin Gastroenterol Hepatol. 2024. Epub 2024/11/02 23:12.

5. Lam AY, Lee JK, Coward S, et al. Epidemiologic Burden and Projections for Eosinophilic Esophagitis-Associated Emergency Department Visits in the United States: 2009-2030. Clin Gastroenterol Hepatol. 2023. Epub 2023/05/11.

6. Reed CC, Koutlas NT, Robey BS, et al. Prolonged Time to Diagnosis of Eosinophilic Esophagitis Despite Increasing Knowledge of the Disease. Clin Gastroenterol Hepatol. 2018;16(10):1667-9. Epub 2018/01/29.

7. Weir AA, Iweala OI, Dellon ES. High prevalence of eosinophilic gastrointestinal disorders in patients with atopic disease. Ann Allergy Asthma Immunol. 2024. Epub 2024/12/10.

8. Hirano I, Furuta GT. Approaches and Challenges to Management of Pediatric and Adult Patients With Eosinophilic Esophagitis. Gastroenterology. 2020;158(4):840-51. Epub 2019/12/15.

9. Hill DA, Dudley JW, Spergel JM. The Prevalence of Eosinophilic Esophagitis in Pediatric Patients with IgE-Mediated Food Allergy. J Allergy Clin Immunol Pract. 2017;5(369-375). Epub 2017/01/04.

10. Hill DA, Grundmeier RW, Ramos M, et al. Eosinophilic Esophagitis Is a Late Manifestation of the Allergic March. J Allergy Clin Immunol Pract. 2018;6(5):1528-33. Epub 2018/06/30.

11. Cotton CC, Betancourt R, Randall C, et al. A Model Using Clinical and Endoscopic Characteristics Identifies Patients at Risk for Eosinophilic Esophagitis According to Updated Diagnostic Guidelines. Clin Gastroenterol Hepatol. 2021;19:1824-34.e2. Epub 2020/07/08.

12. Borinsky SA, Miller TL, Dellon ES. A clinical predictive model identifies pediatric patients at risk for eosinophilic esophagitis. Dig Liver Dis. 2024;56(12):2045-51. Epub 2024/07/08.

13. Aceves SS, Alexander JA, Baron TH, et al. Endoscopic approach to eosinophilic esophagitis: American Society for Gastrointestinal Endoscopy Consensus Conference. Gastrointest Endosc. 2022;96(4):576-92.e1. Epub 2022/08/15.

14. Kim HP, Vance RB, Shaheen NJ, et al. The Prevalence and Diagnostic Utility of Endoscopic Features of Eosinophilic Esophagitis: A Meta-Analysis. Clin Gastroenterol Hepatol. 2012;10:988-96.e5.

15. Hirano I, Moy N, Heckman MG, et al. Endoscopic assessment of the oesophageal features of eosinophilic oesophagitis: validation of a novel classification and grading system. Gut. 2013;62:489-95. Epub 2012/05/24.

16. Dellon ES, Muir AB, Katzka DA, et al. ACG Clinical Guideline: Diagnosis and Management of Eosinophilic Esophagitis. Am J Gastroenterol. In press, 2025.

17. Chang JW, Kliewer K, Haller E, et al. Development of a Practical Guide to Implement and Monitor Diet Therapy for Eosinophilic Esophagitis. Clin Gastroenterol Hepatol. 2023;21:1690-8. Epub 2023/03/19.

18. Franciosi JP, Mougey EB, Dellon ES, et al. Proton Pump Inhibitor Therapy for Eosinophilic Esophagitis: History, Mechanisms, Efficacy, and Future Directions. J Asthma Allergy. 2022;15:281-302. Epub 2022/03/08.

19. Franciosi JP, Gordon M, Sinopoulou V, et al. Medical treatment of eosinophilic esophagitis. Cochrane Database Syst Rev. 2023;7(7):Cd004065. Epub 2023/07/20.

20. Hirano I, Collins MH, Katzka DA, et al. Budesonide Oral Suspension Improves Outcomes in Patients With Eosinophilic Esophagitis: Results from a Phase 3 Trial. Clin Gastroenterol Hepatol. 2022;20:525-34.e10. Epub 2021/04/23.

21. Dellon ES, Rothenberg ME, Collins MH, et al. Dupilumab in Adults and Adolescents with Eosinophilic Esophagitis. N Engl J Med. 2022;387(25):2317-30. Epub 2022/12/23.

22. von Arnim U, Biedermann L, Aceves SS, et al. Monitoring Patients With Eosinophilic Esophagitis in Routine Clinical Practice – International Expert Recommendations. Clin Gastroenterol Hepatol. 2023;21:2526-33. Epub 2022/12/27.

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Nutrition Reviews in Gastroenterology, SERIES #23

Kidney Stones in Short Bowel Syndrome: Causes and Preventive Measures 

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Short bowel syndrome (SBS) occurs from either surgical resection or malfunction of a significant amount of small bowel. An estimated 42-50% of patients with SBS will develop kidney stones in their lifetime.1,2 Both uric acid and calcium oxalate stones are common. Increased kidney stone risk stems from a combination of possible factors including inability to maintain adequate hydration, reduced alkali absorption, enteric hyperoxaluria, hypomagnesemia, altered gut microbiome, and poor food and beverage intake. Treatment must be individualized to each patient’s 24-hour urine collection results as the cause of kidney stones will differ based on etiology of SBS and natural variations. Evidence based treatments for stone prevention in SBS include improving hydration status, oral calcium to reduce oxalate absorption, reducing dietary fat and/or oxalate, alkali supplementation, and the correction of hypomagnesemia. Dietary recommendations should be made by a registered dietitian after a complete nutrition assessment to ensure the recommendations are appropriate.

Introduction

Short bowel syndrome (SBS) is defined as “a clinical condition associated to having less than 200 centimeters of residual small bowel (SB) in continuity, measured from the duodenojejunal flexure (ligament of Treitz), with or without colon, in an adult and for children (<18 years), less than 25% of the normal length SB for their respective age.” 3 SBS can result when  surgical resection of the bowel  leaves the remaining bowel with an insufficient length to support adequate digestion and absorption of oral nutrients. Additionally, SBS can occur as a consequence from dysfunction from the remaining bowel, even if the length is sufficient.  Most often,  SBS arises due to bowel resection resulting from trauma, inflammation, or ischemia; congenital disorders; or resulting from bariatric surgery.4

The most significant concern with SBS is malabsorption, making it challenging to maintain adequate nutrition and hydration. The extent of malabsorption largely depends on the length and location of the remaining bowel. If less than 50% of the SB is removed, the remaining bowel can adapt, minimizing risk of long-term complications.4 Complications of SBS include high volume stool or ostomy output, fluid and electrolyte imbalances, vitamin and mineral deficiencies, bone disease, hepatobiliary diseases, kidney stones, small intestinal bacterial overgrowth, and possibly the need for parenteral support.4,5 This review will focus on mechanisms of how SBS increases the risk of kidney stones and the nutrition therapies for its prevention.

Prevalence of Kidney Stones 

Kidney stones occur in 43-50% of patients with SBS.1,2 This is remarkably higher than the estimated 10% of the general population with kidney stones.6 Reduced kidney function is also common; one study found 28% of patients with SBS developed some level of renal impairment.7 Kidney stones, along with infections and dehydration are likely responsible for kidney damage.

Both uric acid and calcium oxalate kidney stones are common in SBS, highlighting the need for metabolic urine testing to direct prevention.8,9 Patients with a SB ostomy may be at greatest risk of uric acid stones due to massive bicarbonate loss, leading to acidic urine and those with some colon-in-continuity are at higher risk of developing calcium oxalate stones.1,10

Mechanism of Stone Formation 

Kidney stones are prevalent in SBS due to a combination of factors stemming from malabsorption and dehydration. The exact cause of stone formation is different for each patient depending on the amount and location of bowel that is remaining and natural variations across people. 

Reduced Fluid Absorption 

The hallmark of SBS is high volume stool or ostomy output and difficulty maintaining hydration due to endogenous losses of both fluid and electrolytes. Additionally, poor appetite and GI symptoms related to eating and drinking can contribute to reduced fluid intake. Limited absorption/resorption of oral fluids and endogenous secretions are problematic in many with SBS and often leads to reduced urine volume and increased saturation of lithogenic compounds. Reducing urine saturation is key to prevent all types of kidney stones.

Patients with a proximal SB ostomy have the most difficulty with enteric fluid absorption and often struggle with chronic dehydration leading to kidney injury and kidney stones.10 Patients with SBS that have their distal ileum and/or some colon-in-continuity tend to have more efficient fluid absorption and higher urine output, though risk for dehydration persists as rapid transit of fluid through the remnant SB may exceed the absorptive capacity of the remnant SB and colon.

Inhibited Intestinal Alkali Absorption

A key tenet of calcium kidney stone prevention is maintenance of adequate urine citrate. Citrate complexes with calcium to form a soluble compound in the urine, reducing calcium available to complex with other compounds to form kidney stones.11 Kidney stone prevention may include alkalizing urine pH via medications such as potassium citrate or sodium bicarbonate and reducing the dietary acid load.11,12 Urine alkalization helps prevent uric acid stones as low urine pH is the biggest driver of uric acid kidney stone formation. For calcium-based stones, dietary or medicinal alkali helps increase urine citrate as well as alkalize urine, which may help prevent calcium oxalate kidney stone formation.

Patients with SBS tend to have low urine pH and low urine citrate, increasing risk of both uric acid and oxalate kidney stones.10 In SBS, alkali precursors such as potassium, magnesium and calcium are poorly absorbed by the residual SB, which may result in highly acidic urine predisposing patients to uric acid kidney stones.10 In addition, when alkali is not absorbed by the GI tract – from either alkali malabsorption or a high dietary acid load – the kidney will reabsorb more citrate to buffer the higher acid load, resulting in lower urine citrate.10 Examples of dietary sources of alkali and acid precursors and exact potential renal acid load (PRAL) values are provided in Table 1. 

Enteric Hyperoxaluria

In non-stone formers, only 5-10% of dietary oxalate is absorbed. This varies widely based on dietary intake of calcium, fiber and other nutritional factors.13 The more calcium consumed, the more calcium binds with dietary oxalate in the gut causing reduced oxalate absorption and ultimately lower urine oxalate. By this mechanism, adequate dietary calcium is widely known to reduce the risk of forming oxalate kidney stones.14

Enteric hyperoxaluria is the over absorption of oxalate from the colon and can develop whenever fat malabsorption is present.15 Malabsorbed fat sequesters calcium in the SB, leaving oxalate to be absorbed in the colon and excreted in urine.15 Given the high frequency of fat malabsorption in SBS, enteric hyperoxaluria is common. The extent of bowel resection or dysfunction is correlated with the extent of hyperoxaluria.10 Enteric hyperoxaluria is of particular concern for patients with SBS that have partial or complete colon-in-continuity as oxalate is exclusively absorbed in the colon.10 There is very little risk of enteric hyperoxaluria in those with a SB ostomy (without colon-in-continuity). 

Hypomagnesemia 

Magnesium is a novel target for oxalate kidney stone prevention due to its ability to bind oxalate both in the intestine and urine to create a soluble complex. Both blood and urine magnesium levels tend to be lower in stone formers.16,17 Hypomagnesemia is common in patients with
SBS, especially in those without the distal ileum, where a majority of magnesium absorption occurs and likely contributes to risk of oxalate kidney stone formation.5 

A 2024 study found that magnesium supplementation reduced urine oxalate in individuals  with elevated baseline urine oxalate levels.18  However, in SBS, oral magnesium supplementation can worsen GI fluid losses, increasing stool/ostomy output, and thus worsening dehydration with increased risk of stone formation. Therefore, oral magnesium supplementation should be monitored closely, dose adjusted, and if necessary transitioned to parenteral supplementation to optimize fluid balance and serum magnesium levels.

Altered Gut Microbiome

There is a clear role of the gut microbiome in kidney stone formation.19,20 Most of the research has focused on the role that oxalate degrading bacteria play on reducing urine oxalate and therefore reduce oxalate kidney stone risk. The gut microbiome is altered in SBS, likely as a result of both dietary and physiological changes; it is likely that the alteration of the gut microbiome contributes to the increased prevalence of kidney stone formation. More research is needed to determine how and if the gut microbiome can be modulated to reduce kidney stone formation in patients with SBS.

Table 1. Dietary Sources of Alkali and Acid Precursors

Dietary PrecursorsPotential Renal Acid Load (mEq)
Alkali Producing Foods
All Fruits Examples:
Banana (1 medium)8.2
Blueberries (1 cup)1.5
Peach (1 each)4.7
All Vegetables  Examples:
Broccoli (1 cup, cooked)5.5
Green Beans (1 cup, cooked)3.5
Tomato (1/2 cup, raw)3.7
Acid Producing Foods
All Meat & Seafood Examples
Beef (4oz, cooked)12.9
Chicken (4oz, cooked)16.3
Cod (4oz, cooked)13.5
Most Cheeses
Example:
Cheddar Cheese3.5
Minimal Acid or Alkali Production Potential
Most Beans, Nuts, Seeds,  Legumes & Plant Protein Foods Examples:
Black Beans (1/2 cup, cooked)2.6
Lentils (1/2 cup, cooked)1.5
Walnuts (1/2 cup)1.7
Grains Examples:
Whole Grain Bread (1 slice)1.8
White Bread (1 slice)0.8
Brown Rice (1/2 cup cooked)2.2
Fats & Oils Examples:
Olive oil (1 tablespoon)0.0
Butter (1 tablespoon)0.1
Milk & Yogurt Examples:
2% milk (1 cup)1.5
Low Fat Yogurt (1 cup)0.4

Poor Oral Intake

Patients with SBS may control their stool output by limiting oral intake. As stated above, low volume of oral fluid intake contributes to dehydration, low urine volume, and kidney stone risk. Additionally, an unbalanced diet that is low in alkali precursors (fruits and vegetables) along with nutrient malabsorption can exacerbate low urine citrate and pH, all contributing to the risk of kidney stone formation.

Prevention and Treatment of Kidney Stones 

Given the complexity and variation of kidney stones in patients with SBS, it is crucial to individualize interventions to prevent stone formation based on 24-hour urine collections. Table 2 provides suggested interventions based on common urine risk factors for kidney stone formation.

Improve Hydration

The American Urological Association recommends consuming  adequate fluid to produce at least 2 ½ liters of urine output/day for kidney stone prevention.11 This volume of urine may be difficult to achieve for patients with SBS as increase in oral fluid intake often results in higher ostomy/stool output with reduced urine volume. Patients with SBS and low urine output (e.g., <1200 mL/24-hours) should be encouraged to sip fluids slowly throughout the day and to periodically measure 24- hour urine volume in response to oral fluid intake; small increases in urine volume can incrementally reduce kidney stone risk despite not producing the recommended amount of urine.

Table 2.
Kidney Stone Prevention Interventions Based on 24-hr Urine Collection Parameters

Urine Collection ResultDiet and Hydration Strategies
Low urine volume (<2.5 liters)• Increased oral fluids, ideally from water or unsweetened beverages
• Oral rehydration solution as appropriate
• IV fluids as appropriate 
• Avoid dietary sodium restriction 
• Avoid excess simple carbohydrate
Hyperoxaluria• Supplemental calcium of 200-300mg/meal to be taken with meals (if no hypercalciuria)
• Increase intake of calcium-rich foods with meals for a total of 1,000-1,200mg calcium/day
• Limit intake of very high oxalate foods
• Consider low fat diet (20-30% calories from fat) • Trial bile acid sequestrant
Low urine pH
or citrate
• Potassium citrate, sodium bicarbonate or other citrate supplements dosed based on 24-hour urine collection pH and citrate
• Consider increased dietary alkali
Hypomagnesemia• Supplementation of 300-400mg/day as necessary
• Monitor for increased GI losses

Some patients with SBS, especially those with SB ostomy, can benefit from drinking oral rehydration solutions (ORS). ORS are iso-osmolar glucose-electrolyte solutions that utilize the sodium-glucose transport mechanism to pull water across the SB mucosa and help to correct fluid and electrolyte losses. Patients can purchase ORS products or make ORS at home (Table 3). In some cases, parenteral fluids are necessary to maintain adequate hydration and increase urine volume.

For those with SBS, avoidance of excess simple sugar is recommended to prevent rapid emptying of hypertonic fluid into the proximal SB; this results in jejunal water secretion to dilute the chyme to isotonicity, and often causes osmotic diarrhea with a net fluid loss (a.k.a. dumping syndrome). This is particularly important for individuals without the terminal ileum and/or cecum as these are the normal sites of significant fluid reabsorption. It is also advisable to avoid sugar-laden beverages (e.g., fruit juices, sodas), oral nutrition supplements, and concentrated sweets (e.g., cookies, cake, ice cream) to reduce the osmotic effect on the SB.

Dietary Sodium

Typically, a limit of 2,300 mg of sodium per day is recommended for calcium stone prevention for those with high urine calcium as higher dietary sodium increases renal excretion of calcium.11 However, in SBS, especially for patients with a sodium wasting SB ostomy, dietary sodium should be unrestricted to promote water absorption, urinary fluid output, and to prevent hyponatremia related to sodium loss in ostomy effluent.

Low Fat Diet

If a patient with SBS has enteric hyperoxaluria, avoiding excess dietary fat can help reduce sequestration of calcium and thereby reduce the absorption of oxalate and urine oxalate. The American Society of Parenteral and Enteral Nutrition (ASPEN) recommends 20-30% of calories from fat for patients with SBS and colon-in-continuity.4 This does not eliminate fat from the diet and allows for 44-67 grams fat/day on a 2,000 calorie diet. It is important to have a registered dietitian assess a patient’s habitual diet to determine the need for dietary changes.

Alkali Supplementation

As stated above, a major cause of kidney stones in SBS is limited absorption of alkali leading to acidic urine and low urine pH. Given the reduced absorptive capacity of alkali for patients with SBS, it is unlikely that reducing the dietary acid load will significantly impact urine citrate or pH levels. In fact, Bianco et al. found that clinical advice to increase dietary alkali to patients with SBS did not raise urine pH, but prescriptive, oral supplementation of alkali and citrate did increase urine pH (0.34 ± 0.53 vs. 0.22 ± 0.55, p=0.26 and 83 ± 256mg/day vs. 98± 166mg/day, p= 0.74, respectively).21

Table 3.
Commercial and Homemade Oral Rehydration Solutions 

Commercially Available Powders and LiquidsHomemade Beverage Recipes
Ceralyte 70®Ingredients:
• 1 liter water
• 6 teaspoons sugar
• ½ teaspoon salt Instructions: Combine all ingredients and mix until completely dissolved Add sugar-free flavoring as needed Refrigerate Sip throughout the day
Drip Drop® Fast HydrationIngredients:
• ¾ cup fruit juice
• 3 ¼ cups water
• ¾ teaspoon table salt
Instructions: Combine all ingredients and mix until completely dissolved  Refrigerate Sip throughout the day
Liquid IV® Hydration MultiplierIngredients:
• 2 ½ cups tomato juice
• 1 ½ cups water
Instructions: Combine ingredients  Refrigerate  Sip throughout the day
Trioral® Rehydration Electrolyte PowderIngredients:
• 2 packets of Gatorlyte® powder
• 4 cups of water
• ¼ teaspoon of table salt
Instructions: Combine all ingredients and mix until completely dissolved  Refrigerate Sip throughout the day
Note: Patients with SBS should drink the sugar-containing oral rehydration solutions (ORS) to most efficiently promote water absorption. Do not add ice to chill ORS as it will dilute the solution changing the sodium and sugar concentration to less favorable levels.

Oral supplementation of citrate is the most common strategy to increase urine pH and citrate levels for patients with SBS. Potassium citrate and sodium bicarbonate are most commonly prescribed. If not tolerated, over the counter citrate supplements such as Moonstone® or Litholyte® can be used in place of prescription alkali, at the discretion of the physician, to ensure adequate alkali absorption, based on 24-hour urine collection results. It is important to periodically monitor 24-hour urine collection results to determine adequacy of dosing. 

Dietary Calcium

In the general kidney stone population, avoidance of calcium supplements is typically recommended due to concern about exacerbating hypercalciuria, especially when calcium supplements are taken away from meals.11,22 However, in patients with SBS, urine calcium is typically not elevated and calcium supplements with meals may help reduce oxalate absorption. All forms of calcium supplements can reduce oxalate absorption.

For those with SBS, including foods high in calcium, or taking calcium supplements, with each meal can help to reduce intestinal oxalate absorption, reduce urine calcium levels, and ultimately reduce oxalate kidney stone formation.13 For those with SBS and risk of kidney stones it is recommend they take 600-2000 mg per day, in split doses, with meals, e.g. 400-500 mg calcium per meal.20

Dietary Oxalate

Limiting dietary oxalate is frequently recommended for patients with SBS to reduce their urine oxalate levels. However, there is debate as to whether a low oxalate diet is beneficial for oxalate stone prevention due to the inevitable restriction of beneficial components that are in oxalate-containing foods such as alkali, magnesium, phytate and fiber.23 Noori et al. found urinary magnesium, citrate and pH increased in patients without SBS following a DASH (Dietary Approaches to Stop Hypertension) style diet compared to a low oxalate diet.24 Siener et al. found that by providing meals that were “balanced” with less oxalate, protein and sodium, along with more fiber and magnesium, patients with SBS had reduced urine oxalate.25 Finally, Bianco et al. found that advice to reduce dietary oxalate given in the clinic did not lower urine oxalate in a group of patients with SBS.22 As such, a strict low oxalate diet for patients with SBS should also be questioned. 

Although avoidance of eating foods that are very high in oxalate is prudent for patients with enteric hyperoxaluria, a strict low oxalate diet should not be recommended as it will limit beneficial components for stone prevention and general health.23,24 Also, it is hard for patients to adhere to a  prescribed amount of dietary oxalate given the difficulty of quantifying oxalate in food (especially prepackaged foods), incomplete lists of oxalate content of foods, discrepancies between lists of food oxalate composition, and the prevalence of misinformation.25 In addition, oxalate exists in both soluble and insoluble forms; soluble oxalate has a much larger impact on urine oxalate levels, yet this distinction is not usually made on food composition lists.27 Table 4 provides a short list of foods with moderate and high oxalate concentration (>70 mg oxalate per standard portion as measured by the 2023 Harvard Oxalate Table).28 Practically, ensuring adequate dietary calcium is a more effective and healthy way to reduce urine oxalate.

Table 4. Very High Oxalate Foods & Substitutes29

Food ItemOxalate (mg)Lower Oxalate SubstitutionsOxalate (mg)
Spinach, ½ cup cooked547Kale, ½ cup cooked1
Navy beans, ½ cup cooked96Kidney beans, ½ cup cooked10
White potato with skin, 1 medium92Mashed or boiled potatoes, 1 cup30
Beets, ½ cup cooked76Parsnip, ½ cup cooked15
Almonds, 1 ounce (1/4 cup)72Pistachios, 1 ounce, ¼ cup9

Bile acid sequestrants, such as cholestyramine, are also used to bind oxalate in the SB and reduce urine oxalate.29,30 However, the use of bile acid sequestrants can lead to bile salt deficiency which will worsen fat malabsorption, hence increasing risk of oxalate absorption. Therefore, in patients with SBS it is necessary to provide clinical monitoring of the effectiveness of a bile salt sequestrant to determine if the resin improves or worsens a patient’s malabsorption.

Correction of Hypomagnesemia

Given the prevalence of hypomagnesemia, and the role that magnesium plays in oxalate stone prevention, the correction of hypomagnesemia may help prevent oxalate stones. Foods highest in magnesium include nuts, seeds, beans, and green leafy vegetables. Unfortunately, these foods may not be tolerated by some patients with SBS. In addition, dietary magnesium is unlikely to significantly raise serum magnesium levels in SBS patients with limited absorptive capacity and oral magnesium supplements may worsen stool output and dehydration. Therefore, parenteral magnesium replacement may be necessary to raise urinary magnesium levels and reduce stone formation.5

“Do No Harm”

Given the high risk of malnutrition, maldigestion, and malabsorption in patients with SBS, it is imperative that nutrition recommendations do not become so onerous that they make it more difficult for patients with SBS to balance their diet. Restrictive diets have been shown to reduce total calorie intake in frail populations.31 Ideally, nutrition recommendations should be devised, communicated and monitored by a registered dietitian to optimize patient adherence and prevent malnutrition.

Summary

Short bowel syndrome significantly increases the risk of kidney stone formation due to a combination of possible factors including reduced urine volume, magnesium, citrate, pH and increased oxalate. Kidney stone prevention interventions should be personalized to 24-hour urine collection results and patient preferences. A comprehensive nutrition assessment should be completed prior to providing dietary recommendations given the high risk of malnutrition. All patients with SBS that have or are at risk for kidney stone formation should be followed by a team that is knowledgeable in the prevention and management of kidney stones.

References

1. Nightingale JM, Lennard-Jones JE, Gertner DJ, Wood SR, Bartram CI. Colonic preservation reduces need for parenteral therapy, increases incidence of renal stones, but does not change high prevalence of gall stones in patients with a short bowel. Gut. 1992;33(11):1493-1497.
2. Teichman JMH. Acute Renal Colic from Ureteral Calculus | NEJM. New England Journal of Medicine. 2004;350:684-693.
3. Pironi L. Definition, classification, and causes of short bowel syndrome. Nutr Clin Pract. 2023;38 Suppl 1:S9-S16.
4. Matarese LE, O’Keefe SJ, Kandil HM, Bond G, Costa G, Abu-Elmagd K. Short Bowel Syndrome: Clinical Guidelines for Nutrition Management. Nutrition in Clinical Practice. 2005;20(5):493-502.
5. Bering J, DiBaise JK. Short bowel syndrome: Complications and management. Nutrition in Clinical Practice. 2023;38(S1):S46-S58.
6. Chewcharat A, Curhan G. Trends in the prevalence of kidney stones in the United States from 2007 to 2016. Urolithiasis. 2021;49(1):27-39.
7. Wang P, Yang J, Zhang Y, Zhang L, Gao X, Wang X. Risk Factors for Renal Impairment in Adult Patients With Short Bowel Syndrome. Front Nutr. 2021;7.
8. Deren JJ, Porush JG, Levitt MF, Khilnani MT. Nephrolithiasis as a complication of ulcerative colitis and regional enteritis. Ann Intern Med. 1962;56:843-853.
9. Maratka Z, Nedbal J. Urolithiasis as a complication of the surgical treatment of ulcerative colitis. Gut. 1964;5(3):214-217.
10. Worcester EM. Stones from bowel disease. Endocrinol Metab Clin North Am. 2002;31(4):979-999.
11. Pearle MS, Goldfarb DS, Assimos DG, et al. Medical Management of Kidey Stones: AUA Guideline. J Urol. 2014;192:316-324.
12. Haghighatdoost F, Sadeghian R, Clark CCT, Abbasi B. Higher Dietary Acid Load Is Associated With an Increased Risk of Calcium Oxalate Kidney Stones. Journal of Renal Nutrition. 2021;31(5):467-474.
13. Holmes RP, Goodman HO, Assimos DG. Contribution of dietary oxalate to urinary oxalate excretion. Kidney International. 2001;59(1):270-276.
14. Borghi L, Schianchi T, Meschi T, et al. Comparison of two diets for the prevention of recurrent stones in idiopathic hypercalciuria. N Engl J Med. 2002;346(2):77-84.
15. Witting C, Langman CB, Assimos D, et al. Pathophysiology and Treatment of Enteric Hyperoxaluria. CJASN. 2021;16(3):487-495.
16. Wu J, Yang Z, Wei J, Zeng C, Wang Y, Yang T. Association Between Serum Magnesium and the Prevalence of Kidney Stones: a Cross-sectional Study. Biol Trace Elem Res. 2020;195(1):20-26.
17. Deshmukh SR, Khan ZH. Evaluation of urinary abnormalities in nephrolithiasis patients from Marathwada region. Indian J Clin Biochem. 2006;21(1):177-180.
18. Taheri M, Jalali S, Borumandnia N, Tavasoli S, Basiri A, Taheri F. Effect of magnesium oxide or citrate supplements on metabolic risk factors in kidney stone formers with idiopathic hyperoxaluria: a randomized clinical trial. Magnes Res. 2024;37(1):12-21.
19. Galán-Llopis JA, Sánchez-Pellicer P, Navarro-López V. Role of microbiome in kidney stone disease. Current Opinion in Urology. 2023;33(2):84-89.
20. Johnson E, Vu L, Matarese LE. Bacteria, Bones, and Stones: Managing Complications of Short Bowel Syndrome. Nutr Clin Pract. 2018;33(4):454-466.
21. Bianco J, Chu F, Bergsland K, Coe F, Worcester E, Prochaska M. What treatments reduce kidney stone risk in patients with bowel disease? Urolithiasis. 2022;50(5):557-565.
22. Curhan GC, Willett WC, Speizer FE, Spiegelman D, Stampfer MJ. Comparison of dietary calcium with supplemental calcium and other nutrients as factors affecting the risk for kidney stones in women. Ann Intern Med. 1997;126(7):497-504.
23. Penniston KL. Is It Time to Retire the Low-Oxalate Diet? Yes. J Endourol. 2021;35(10):1431-1434.
24. Noori N, Honarkar E, Goldfarb DS, et al. Urinary Lithogenic Risk Profile in Recurrent Stone Formers With Hyperoxaluria: A Randomized Controlled Trial Comparing DASH (Dietary Approaches to Stop Hypertension)-Style and Low-Oxalate Diets. American Journal of Kidney Diseases. 2014;63(3):456-463.
25. Siener R, Ernsten C, Welchowski T, Hesse A. Metabolic Profile of Calcium Oxalate Stone Patients with Enteric Hyperoxaluria and Impact of Dietary Intervention. Nutrients. 2024;16(16):2688.
26. Attalla K, De S, Monga M. Oxalate Content of Food: A Tangled Web. Urology. 2014;84(3):555-560.
27. Ritter MMC, Savage GP. Soluble and insoluble oxalate content of nuts. Journal of Food Composition and Analysis. 2007;20(3):169-174.
28. Harvard T. H Chan School of Public Health. Oxalate Table. Published online November 2023. Accessed September 30, 2024. https://www.hsph.harvard.edu/nutrition-questionnaire-service-center/wp-content/uploads/sites/2637/2023/11/OXALATE-TABLE-1.xlsx
29. Kapral C, Wewalka F, Praxmarer V, Lenz K, Hofmann AF. Conjugated bile acid replacement therapy in short bowel syndrome patients with a residual colon. Z Gastroenterol. 2004;42(7):583-589.
30. Emmett M, Guirl MJ, Santa Ana CA, et al. Conjugated bile acid replacement therapy reduces urinary oxalate excretion in short bowel syndrome. Am J Kidney Dis. 2003;41(1):230-237.

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From the Pediatric Literature

Intestinal Ultrasound Use in Pediatric IBD

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Pediatric inflammatory bowel disease (IBD) in children requires endoscopic intervention for initial diagnosis and for continued disease surveillance. Intestinal ultrasound (IU) has the potential to be less invasive while also accurate when used as a diagnostic modality for IBD. The authors of this study evaluated IU in comparison to pediatric endoscopy and fecal calprotectin testing in the diagnosis of pediatric IBD via a prospective study performed over one year.

Pediatric patients (age 2-21 years) who had previously undergone colonoscopy (including terminal ileum intubation) were divided into 2 groups consisting of patients with IBD and patients without IBD. A subsequent IU occurred one month after colonoscopy, and five segments of the intestine were evaluated (terminal ileum, ascending colon, transverse colon, descending colon, and rectum).  IU studies were read by three pediatric radiologists, and all radiologists and gastroenterologists involved in the study were blinded to each other’s findings. IU documentation included bowel wall thickness, hyperemia, presence of fatty proliferation, and absence of wall stratification. A modified ultrasound-ulcerative colitis index was used as a scoring system to determine bowel wall inflammation, and bowel wall thickness was scored based on millimeter thickness. For example, a score of “0” was given for normal thickness; “1” was given for a thickness of 3 to 5 millimeters; “2” was given for a thickness of 5 to 7 millimeters; and “3” was given for a thickness greater than 7 millimeters. The presence of hyperemia, fatty proliferation, and absence of wall stratification were each given a score of “1” if present. A Mayo score was used to document endoscopic colon inflammation for ulcerative colitis while a Simple Endoscopic Score for Crohn Disease (SES-CD) was used to determine endoscopic colon inflammation for Crohn disease. Individual patient data including assessments for disease activity were collected.  Disease activity was assessed by fecal calprotectin level, the Pediatric Ulcerative Colitis Activity Index (PUCAI), and the Pediatric Crohn Disease Activity Index (PCDAI).

In total, 50 patients were included in the study (median age 13.5 years; 58% female). Half of these patients were diagnosed with IBD in which 12 patients had ulcerative colitis, 12 patients had Crohn disease, and 1 patient had IBD unclassified. The other 25 patients had no IBD, and there was no difference in age distribution between these two groups. Patients with ulcerative colitis had a median PUCAI of 52.5 and a Mayo score of 8.5. Patients with Crohn disease had a median PCDAI of 42.5 and a SES-CD of 16.5. IU demonstrated bowel wall thickness in 23 patients (46%) for which 19 of these patients had IBD (82.6%). A bowel inflammation score of at least “1” was associated with 76% sensitivity, 84% specificity, 83% positive predictive value (PPV), 78% negative predictive value (NPV), and a Pearson’s chi-square being <0.001when patient with IBD were compared to patients without IBD.

Sensitivity, specificity, PPV, and NPV improved further if only moderate or severe endoscopic disease was included. Pearson correlation coefficient testing demonstrated a significant correlation between IU scoring and fecal calprotectin levels as well as IU and endoscopic scoring (Mayo score and SES-CD). No such correlation existed between IU and clinical scoring (PUCAI and PCDAI).

IU appears to have potential utility in the diagnosis of pediatric IBD, especially since this study noted good correlation with fecal calprotectin levels and endoscopic scoring systems. It also may prove to be a good non-interventional testing technique to follow up on disease activity after a diagnosis of IBD is made in a child.

Khan H, Munden M, Spence L, Jones R, Whatley J, Suppa C. Intestinal ultrasound at diagnosis of pediatric inflammatory bowel disease compared to endoscopy. Journal of Pediatric Gastroenterology and Nutrition. 2024; doi: 10.1002/jpn3.12444.\Online ahead of print.

More Data on Exclusive Enteral Nutrition as Treatment for Crohn Disease in Children

One potential therapy for some cases of Crohn disease in children is exclusive enteral nutrition (EEN). Although EEN can be effective in the treatment of Crohn disease, its associated dietary limitations potentially can lead to eating disorders. The authors of this study determined the risk of eating disorder development in the setting of EEN therapy for pediatric Crohn disease. This retrospective study occurred over a four-month period at a children’s hospital in Paris, France. A questionnaire was developed which covered basic patient information, EEN use (including duration and how it was administered), potential difficulties with EEN use, follow-up data, long-term risks, and patient opinion on EEN therapy.

Out of the 450 pediatric patients with Crohn disease that were evaluated, 92 patients (20%) were receiving EEN and only 32 patients (7%) completed the survey. Survey respondents were 32% female, and most patients (84%) were 10 years of age or older. Ileocolonic disease was present in 50% of patients, and 75% of patients had non-stricturing/non-penetrating disease. Normal growth was present in 84% of patients. All patients who completed the survey had at least one eating difficulty associated with EEN for which the main difficulty was loss of eating desire. Enteral therapy discontinuation occurred in 12 patients receiving EEN (38%) for which the primary cause was intolerance of EEN treatment. Gastrointestinal symptom continuation was present in 8 patients (25%). The average time for patients to have an improvement while on EEN was 6 weeks, and most patients (62%) received continuing support from a multidisciplinary healthcare team.

Persistent eating difficulties remained in 10 patients (32%) after a median of 5 years post EEN, and patients receiving behavioral therapy during EEN did not develop long-term feeding issues. It was noted that 19 patients (59%) recommended use of EEN as treatment for Crohn disease mainly because it avoided use of medication.

This small study demonstrated that although EEN was effective and tolerable for many pediatric patients with Crohn disease, a sizable group of patients did not tolerate EEN and had persistence of eating difficulties long after EEN had been stopped. These findings suggest that psychological therapy is essential during EEN for pediatric Crohn disease, and frequent screening for the development of possible eating disorders during EEN is required.

Sandrine C, Emmanuelle D, Jerome V, Christine M. Exclusive enteral nutrition for induction of remission in pediatric Crohn*s disease: short- and long-term tolerance and acceptance. JPGN Reports. 2024; https://doi.org/10.1002/jpr3.12163. Online ahead of print.

Constipation in Children with Inflammatory Bowel Disease

Children with inflammatory bowel disease (IBD) typically present with abdominal pain, blood in the stool, diarrhea, and weight loss. However, such children also can have constipation which can delay a diagnosis of IBD. Since the worldwide prevalence of pediatric functional constipation (FC) may be as high as 29.6%, it is imperative to be able to delineate children with sole FC from patients with FC and organic gastrointestinal disease. The authors of this Italian study attempted to determine the prevalence of constipation in children who eventually were diagnosed with IBD.

This study was retrospective, observational, and cross-sectional in which children diagnosed with either Crohn disease or ulcerative colitis over an 8-year period were reviewed. Initial patient characteristics were obtained, including IBD symptom duration, disease location (per the Paris Classification), the Pediatric Crohn’s Disease Activity Index (PCDAI) score, the Pediatric Ulcerative Colitis Activity Index (PUCAI) score, the Ulcerative Colitis Endoscopic Index of Severity (UCEIS) score, and the Simplified Endoscopic Score for Crohn disease (SES-CD) score. Patients with IBD who also had FC based on Rome IV Criteria at the initial follow-up clinic visit or phone call were included in the study.

Full data regarding a patient’s IBD diagnosis was present in 238 patients for which 104 patients (44%) had Crohn disease, 130 patients (56%) had ulcerative colitis, and 4 patients (0.016%) had IBD Unclassified. The mean age of patients was 174 ± 47 months, and 53% of these patients were male. A total of 41 of all patients with IBD met Rome IV criteria for FC. The authors noted that 18.2% of patients with Crohn disease, 21.5% of patients with ulcerative colitis, and none of these patients with IBD Unclassified had FC. None of the patients with IBD and FC had other autoimmune diseases, and there was no statistical difference in age, gender, extra-intestinal manifestations of IBD, age at IBD diagnosis, surgery, use of induction therapy, and IBD relapse when patients with IBD with FC were compared to patients with IBD and no FC. However, patients with IBD and FC were statistically more likely to have a delay in IBD diagnosis. Patients with IBD and no FC were statistically more likely to have diarrhea or bloody diarrhea. Initial PUCAI scoring also was statistically higher for patients with ulcerative colitis and no FC. Patients with Crohn disease and FC were statistically more likely to have perianal disease changes. Patients with ulcerative colitis and FC were statistically more likely to have proctitis and left-sided colitis. Serum testing and stool testing, including fecal calprotectin levels, were similar between patients with IBD with or without FC.

Laxatives were used in 69% of patients prior to an IBD diagnosis in patients with IBD and FC with 65% of these patients receiving PEG3350 medication. A statistically significant higher serum erythrocyte sedimentation rate (ESR) level was present in patients with IBD and FC who had not received PEG3350. Interestingly, there was a statistically significant delay in IBD diagnosis in patients with IBD and FC who did not receive PEG3350 therapy.

This study demonstrates that FC can occur in a sizable percentage of children with IBD. If a child with FC is not improving on laxative therapy, further testing, including a good anal/rectal examination and possible endoscopy is warranted.

Sabrina C, Antonio C, Salomone S, Daniela P, Marianna C, Pietro B, Massimo M, Erasmo M, Annamaria S, Caterina S. The prevalence of constipation in children with new diagnosis of inflammatory bowel disease (IBD): a retrospective study.  Journal of Pediatric Gastroenterology and Nutrition 2025; doi: 10.1002/jpn3.70005.\Online ahead of print.

PFAPA Outcomes in Children

Periodic fever, aphthous stomatitis, pharyngitis, and cervical adenitis syndrome (PFAPA) affects children and typically is associated with recurring fevers, stomatitis, pharyngitis, and cervical adenitis. Pediatric gastroenterologists often see such patients as children with PFAPA also can have associated abdominal pain, emesis, and diarrhea. Although the cause of PFAPA is unknown, tonsillectomy seems to be effective in relieving PFAPA symptoms.  The authors of this study evaluated the long-term symptoms of PFAPA after tonsillectomy.

This retrospective study occurred over a 14-year period and included all patients who had been diagnosed with PFAPA and also who had undergone a subsequent tonsillectomy. All patients with PFAPA met the Marshall criteria for this disorder.  Patients who met inclusion criteria initially were contacted by mail or by phone and subsequently had data collected by phone interview. Initial symptoms prior to tonsillectomy were obtained by medical record review. Included patients and their families were queried regarding the presence of fever (defined as temperature greater than 380 Celsius) as well as the persistence of any other symptoms associated with PFAPA after tonsillectomy. Patients were divided into 4 groups: symptom resolution, persistence of PFAPA-symptoms but no fever, less/milder febrile episodes, or no clinical change.

A total of 101 patients had data available for which 82 patients participated in the study. The median patient age at the time of interview was 14.8 years (range 6 – 28.8 years). The median age of developing PFAPA symptoms was 1.8 years (range 0.1 – 16 years). The median age of tonsillectomy was 5.1 years (range 2.3 – 18.8 years). Five patients had undergone genetic testing for periodic fever syndromes in the setting of PFAPA, but no associated genetic syndromes were detected. Median long term follow-up time after tonsillectomy was 8.8 years (range 2.8 – 16.1 years). It should be noted that gastrointestinal symptoms prior to tonsillectomy included abdominal pain (35% of patients) and nausea and emesis (16% of patients).

Resolution of fever episodes 6 months after tonsillectomy occurred in 52% of patients. Persistence of non-febrile PFAPA symptoms 6 months after tonsillectomy was present in 22% of patients.The most common non-febrile PFAPA symptoms were low-grade fever, malaise, aphthous ulcers, pharyngitis, cervical adenitis, arthralgias, abdominal pain, and headache. Persistence of less/milder febrile episodes was present in 20% of patients 6 months post tonsillectomy while 1% of patients had no clinical change 6 months post tonsillectomy. Children with PFAPA symptom resolution at 6 months post tonsillectomy were significantly more likely to maintain symptoms response long term compared to those patients with a partial response 6 months post tonsillectomy. Long-term data demonstrated that 89% of patients who had initial symptom resolution post tonsillectomy still maintained symptom resolution. It was noted that 26% of patients with initial persistence of non-febrile PFAPA symptoms still had associated symptoms. Also, 35% of patients with initial less/milder febrile episodes still had symptoms. Long-term gastrointestinal symptoms after tonsillectomy consisted of abdominal pain (40%) and nausea and emesis (33%) in patients with persistent fever symptoms as well as abdominal pain (12%) and nausea and emesis (29%) in patients with non-febrile symptoms.

This study demonstrates that tonsillectomy can ameliorate periodic fever in most pediatric patients with PFAPA. However, non-febrile symptoms can continue long term, even after tonsillectomy. Such symptoms can be gastrointestinal in nature, and it is imperative to make sure non-PFAPA conditions, such as inflammatory bowel disease, are not occurring in this patient population.

Moberg T, Rydenman K, Berg S, Fasth A, Wekell P. Long-term symptoms in periodic fever, aphthous stomatitis, pharyngitis, and cervical adenitis syndrome after tonsillectomy.  Journal of Pediatrics; 2025: 114424.

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