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A Clinician's
Pearls & Myths
in Rheumatology
John H. Stone
Editor
Second Edition
123
A Clinician’s Pearls & Myths in Rheumatology
John H. Stone
Editor
This Springer imprint is published by the registered company Springer Nature Switzerland AG
The registered company address is: Gewerbestrasse 11, 6330 Cham, Switzerland
To Sarah Lucretia (“Lu”) Stone
(1936–1991)
A mother holds her children’s hands for a short time, and their hearts forever.
Preface
When I was a child in the second grade, my mother developed an acutely painful index finger
on her right hand. After several sleepless nights with unrelenting pain that was disguised from
me, she was admitted to the hospital. The surgeon suspected a glomus tumor—a benign growth
that sometimes develops in the nailbed. But no tumor was found at surgery. Instead, the sur-
geon shared an astonishing observation with my father: “When I removed her fingernail, she
didn’t bleed.”
And at that point, the nature of her disease began to dawn on her doctors and on my father,
who was himself a physician. My mother had developed Raynaud’s phenomenon as a teenager.
When she and my father were newlyweds and he was a medical student, they had mused
together at the oddity of her intermittently pale white fingers, which developed sometimes
even in the summer. Around the time I was born, she suffered from a skin problem that I
learned—years later—was dermatitis herpetiformis. As a young boy, I remember her scratch-
ing her intensely itchy legs. As I grew up, I became aware of the subtle scars left on her face,
usually well-hidden with makeup.
The active skin inflammation faded after a few years, but other aspects of the autoimmune
kaleidoscope came into sharper focus. The ischemic finger in the context of her preceding
issues led to the diagnosis of scleroderma. In that light, most of the medical events in my
mother’s life make sense now. Her finger hadn’t bled at surgery because of the severity of
vasoconstriction. The shapes of her fingers that I can still see and remember dearly, including
the curved fingernail that never grew back normally, were the result of her disease. The calci-
noses and digital pitting that developed in her fingers were also consequences of her slow-
moving but relentless illness, as were the intermittent bouts of dysphagia caused by esophageal
dysmotility. For a time, during my teens, my mother often had to excuse herself from the din-
ner table because she just couldn’t swallow her food. A painful memory for me.
Despite that, Mom led a full life and it seemed to most that nothing slowed her down: rais-
ing two rambunctious boys; being a loving wife and returning to graduate school; becoming a
devoted first-grade teacher; using her hands constantly in spite of sensitive fingers on sewing,
knitting, cooking, and playing the piano; enjoying lifelong friends; attending our soccer games
with mittens on to counter Raynaud’s attacks; and delighting in family travel.
It all came to a halt far too early. When I was a medical intern, the hospital operator paged
me to return a call from my father. Mom had developed an acute bowel obstruction because of
scleroderma gut and had been taken to surgery that morning. I flew home, to her bedside in the
intensive care unit. There, far more fragile that anyone had realized, she died twelve days later
of adult respiratory distress syndrome. The real cause, of course, was scleroderma. She was 54
years old.
It is little consolation that traumatic health events in one’s family make a physician a better
doctor. Yet it is true. My mother’s nearly lifelong struggle with scleroderma—ironically
regarded as “limited”—helps me understand the uncertainties, frustrations, and tears of my
patients and their families. Mom’s illness, of course, contributed to my becoming a rheuma-
tologist and dedicating my career to helping patients address diseases like hers. It is only fit-
ting, then, that this book is dedicated to her.
vii
viii Preface
So much has happened since the First Edition was published in 2009. New rheumatic dis-
eases have been identified. (IgG4-related disease was scarcely mentioned in the First Edition!)
Biomedical science has witnessed important advances in assessment and diagnosis, some of
which have already altered approaches to patient care. Creative new therapies have been con-
ceived and studied. Some in fact have worked, been approved, and are already improving
patients’ lives. The world has endured (and still persists in) a viral pandemic that has under-
scored the importance of vaccines and public health and forced us to re-think how we apply
many of our existing treatments. Though many challenges remain, my inherent optimism - a
trait inherited from my mother - inspires confidence that the coming years will mark growing
progress for the patients we treat.
The judgment of inspired clinicians will remain fundamental to inspiring advances and
maintaining safe speeds on the paths ahead. It is in this spirit that this book is written: by clini-
cians, for clinicians. I am grateful to the more than 200 contributors who offer guidance here
from their own approaches to our art, sharing their hard-earned and frequently elegant clinical
wisdom.
ix
x Contents
13 Childhood-Onset
SLE and Neonatal Lupus Erythematosus ��������������������������������� 213
Deborah M. Levy, Jill Buyon, and Earl D. Silverman
14 The Antiphospholipid Syndrome������������������������������������������������������������������������������� 225
David P. D’Cruz, Jason S. Knight, Lisa Sammaritano, Jane Salmon,
Ricard Cervera, and Munther Khamashta
15 Reproductive
Health in the Rheumatic Diseases����������������������������������������������������� 241
Julia Sun, Laura Andreoli, Jane Salmon, Meghan Clowse, Caroline Gordon,
Jill Buyon, Rosalind Ramsay-Goldman, and Lisa Sammaritano
16 Inflammatory Myopathies����������������������������������������������������������������������������������������� 261
Chester Oddis, Vidya Limaye, Frederick Miller, and Lisa Christopher-Stine
17 Juvenile Dermatomyositis ����������������������������������������������������������������������������������������� 275
Lauren M. Pachman, Sarah Tansley, Ann M. Reed, Clarissa M. Pilkington,
Brian M. Feldman, and Lisa G. Rider
18 Vasculitic Neuropathy������������������������������������������������������������������������������������������������� 287
John H. Stone
19 Pediatric Vasculitis ����������������������������������������������������������������������������������������������������� 297
Seza Ozen, Despina Eleftheriou, Anne Rowley, and Paul Brogan
20 Behçet Syndrome�������������������������������������������������������������������������������������������������������� 311
Johannes Nowatzky, Gulen Hatemi, Vedat Hamuryudan, Hasan Yazici,
and Yusuf Yazici
21 Eosinophilic
Granulomatosis with Polyangiitis������������������������������������������������������� 327
John H. Stone
22 Granulomatosis with Polyangiitis����������������������������������������������������������������������������� 335
John H. Stone
23 Microscopic Polyangiitis��������������������������������������������������������������������������������������������� 357
Duvuru Geetha and John H. Stone
24 Oral
Manifestations Associated with Rheumatic Diseases������������������������������������� 369
Sonia Marino, Sook-Bin Woo, Roberta Gualtierotti, John A. G. Buchanan,
Shaiba Shandu, Francesco Spadari, and Massimo Cugno
25 Cryoglobulinemia������������������������������������������������������������������������������������������������������� 395
Franco Dammacco, Patrice Cacoub, John H. Stone, and David Saadoun
26 Polyarteritis Nodosa��������������������������������������������������������������������������������������������������� 405
John H. Stone
27 Giant
Cell Arteritis and Polymyalgia Rheumatica ������������������������������������������������� 417
Peter M. Villiger, Lisa Christ, Luca Seitz, Godehard Scholz,
Christoph Tappeiner, Francesco Muratore, Carlo Salvarani, Sue Mollan,
Vanessa Quick, Christian Dejaco, Michael Lee, Neil Basu, Neil Miller,
and John H. Stone
28 Takayasu’s Arteritis ��������������������������������������������������������������������������������������������������� 447
Kaitlin A. Quinn, Durga P. Misra, Aman Sharma, Andrew Porter,
Justin Mason, and Peter C. Grayson
29 Central
Nervous System Vasculitis and Reversible
Cerebral Vasoconstriction Syndrome����������������������������������������������������������������������� 465
Rula A. Hajj-Ali, David S. Younger, and Leonard H. Calabrese
Contents xi
49 Amyloidosis����������������������������������������������������������������������������������������������������������������� 687
Andrew Staron, Morie Gertz, and Giampaolo Merlini
50 IgG4-Related Disease������������������������������������������������������������������������������������������������� 701
Mitsuhiro Kawano, Yoh Zen, Takako Saeki, Lingli Dong, Wen Zhang, Emanuel
Della-Torre, Philip A. Hart, Judith A. Ferry, and John H. Stone
51 Castleman Disease������������������������������������������������������������������������������������������������������� 727
Luke Chen and David C. Fajgenbaum
52 Erdheim-Chester Disease������������������������������������������������������������������������������������������� 737
Matthew J. Koster
53 Kikuchi-Fujimoto Disease ����������������������������������������������������������������������������������������� 743
Guillaume Dumas and Olivier Fain
54 Whipple’s Disease������������������������������������������������������������������������������������������������������� 749
Rima N. El-Abassi, Daniel Raines, and J. D. England
Index������������������������������������������������������������������������������������������������������������������������������������� 759
Contributors
xiii
xiv Contributors
Olivier Fain AP-HP, service de médecine interne, Hôpital Saint Antoine, Sorbonne Université,
Paris, France
David C. Fajgenbaum Center for Cytokine Storm Treatment and Laboratory & Division of
Translational Medicine and Human Genetics, Department of Medicine, Perelman School of
Medicine, University of Pennsylvania, Philadelphia, PA, USA
Jocelyn R. Farmer Department of Allergy and Immunology, Massachusetts General Hospital,
Boston, MA, USA
Brian M. Feldman Departments of Pediatrics and Medicine, IHPME, University of Toronto,
Toronto, ON, Canada
Division of Rheumatology, Hospital for Sick Children, Toronto, ON, Canada
Judith A. Ferry Department of Pathology, Massachusetts General Hospital and Harvard
Medical School, Boston, MA, USA
George E. Fragoulis Institute of Infection, Immunity and Inflammation, University of
Glasgow, Glasgow, UK
Suzanne K. Freitag Ophthalmic Plastic Surgery Service, Massachusetts Eye and Ear
Infirmary, Harvard Medical School, Boston, MA, USA
Richard Furie Division of Rheumatology, Northwell Health and Zucker School of Medicine
at Hofstra/Northwell, Great Neck, NY, USA
Duvuru Geetha Division of Nephrology, Johns Hopkins University, Baltimore, MD, USA
Morie Gertz Division of Hematology, Mayo Clinic, Rochester, MN, USA
Dafna Gladman Department of Medicine, Krembil Research Institute, University of Toronto,
Toronto Western Hospital, Toronto, ON, Canada
Fiona Goldblatt Department of Rheumatology, The Repatriation General Hospital, Adelaide,
SA, Australia
Caroline Gordon University of Birmingham, Birmingham, UK
Peter C. Grayson, MD, Mac National Institute of Arthritis and Musculoskeletal and Skin
Diseases, National Institutes of Health, Bethesda, MD, USA
Jessica Greco Department of Internal Medicine, Davis Heart and Lung Research Institute,
Ohio State University Medical Center, Columbus, OH, USA
Roberta Gualtierotti Department of Pathophysiology and Transplantation, Internal Medicine,
Fondazione IRCCS Ca’ Granda Ospedale Maggiore Policlinico, Università degli Studi di
Milano, Milan, Italy
Rula A. Hajj-Ali Department of Rheumatology/Immunology, Cleveland Clinic, Cleveland,
OH, USA
John J. Halperin Atlantic Health System, Summit, NJ, USA
Vedat Hamuryudan Division of Rheumatology, Department of Internal Medicine, School of
Medicine, Behçet’s Disease Research Centre, Istanbul University-Cerrahpasa, Istanbul, Turkey
Philip A. Hart Division of Gastroenterology, Hepatology, and Nutrition, The Ohio State
University Wexner Medical Center, Columbus, OH, USA
Gulen Hatemi Division of Rheumatology, Department of Internal Medicine, School of
Medicine, Behçet’s Disease Research Centre, Istanbul University-Cerrahpasa, Istanbul, Turkey
Gillian Hawker Department of Medicine, University of Toronto, Toronto, ON, Canada
Contributors xvii
Women’s College Research Institute, Women’s College Hospital, Toronto, ON, Canada
Philip Helliwell Leeds Institute of Rheumatic and Musculoskeletal Medicine, University of
Leeds, Leeds, UK
Leeds Musculoskeletal Biomedical Research Unit, Leeds Teaching Hospitals NHS Trust,
Leeds, UK
V. Michael Holers Division of Rheumatology, University of Colorado Denver Anschutz
Medical Campus, Aurora, CO, USA
Jennifer Huggins Cincinnati Children’s Hospital Medical Center and University of Cincinnati
College of Medicine, Cincinnati, OH, USA
T. W. J. Huizinga Leiden University, Leiden, The Netherlands
Mary Beth Humphrey University of Oklahoma Health Sciences Center, Oklahoma City,
OK, USA
David Isenberg Centre for Rheumatology, Division of Medicine, University College London,
London, UK
Department of Rheumatology, University College London Hospitals NHS Foundation Trust,
London, UK
Mengdi Jiang Department of Nephrology, Ruijin Hospital, School of Medicine, Shanghai
Jiao Tong University, Shanghai, China
Jordan T. Jones University of Kansas City Medical Center, Kansas City, KS, USA
Marc A. Judson Division of Pulmonary and Critical Care Medicine, Albany Medical Center,
Albany, NY, USA
Mitsuhiro Kawano Department of Rheumatology, Graduate School of Medical Science,
Kanazawa University, Kanazawa, Japan
Tanaz Kermani Division of Rheumatology, University of California, Los Angeles, Los
Angeles, CA, USA
Tristan A. Kerr Division of Pediatric Rheumatology, BC Children’s Hospital, Vancouver,
BC, Canada
Munther Khamashta Lupus Research Unit, The Rayne Institute, St Thomas’ Hospital,
King’s College University, London, UK
Dinesh Khanna University of Michigan, Ann Arbor, MI, USA
Lauren King University of Toronto, Toronto, ON, Canada
Women’s College Research Institute, Women’s College Hospital, Toronto, ON, Canada
Jason S. Knight Division of Rheumatology, University of Michigan, Ann Arbor, MI, USA
Jason R. Kolfenbach Division of Rheumatology, University of Colorado Denver Anschutz
Medical Campus, Aurora, CO, USA
Matthew J. Koster Division of Rheumatology, Mayo Clinic, Rochester, MN, USA
Benjamin Z. Leder, MD Department of Medicine, Endocrine Unit, Massachusetts General
Hospital, Boston, MA, USA
Michael Lee Department of Ophthalmology and Visual Neurosciences, University of
Minnesota, Minneapolis, MN, USA
Department of Neurology, University of Minnesota, Minneapolis, MN, USA
Department of Neurosurgery, University of Minnesota, Minneapolis, MN, USA
xviii Contributors
Deborah M. Levy Division of Rheumatology, The Hospital for Sick Children, University of
Toronto, Toronto, ON, Canada
Vidya Limaye Discipline of Medicine, School of Medicine, University of Adelaide, Adelaide,
SA, Australia
Carol B. Lindsley University of Kansas City Medical Center, Kansas City, KS, USA
Nicholas L. Li Department of Internal Medicine, Division of Nephrology, The Ohio State
University, Columbus, OH, USA
Elyse E. Lower Department of Medicine, University of Cincinnati Medical Center, Cincinnati,
OH, USA
Ashima Makol Division of Rheumatology, Department of Internal Medicine, Mayo Clinic,
Rochester, MN, USA
Fransiska Malfait Center for Medical Genetics, Department of Biomolecular Medicine,
Ghent University and Ghent University Hospital, Ghent, Belgium
Brian Mandell Department of Rheumatic and Immunologic Diseases, The Cleveland Clinic,
Cleveland, OH, USA
Xavier Mariette Université Paris-Saclay, INSERM, CEA, Centre de recherche en
Immunologie des infections virales et des maladies auto-immunes, Paris, France
AP-HP, Université Paris-Saclay, Hôpital Bicêtre, Rheumatology Department, Le Kremlin
Bicêtre, Paris, France
Sonia Marino Department of Biomedical Surgical and Dental Sciences, Maxillo-Facial and
Odontostomatology Unit, Fondazione IRCCS Ca’ Granda, Ospedale Maggiore Policlinico,
Università degli Studi di Milano, Milan, Italy
Justin Mason Vascular Sciences and Rheumatology, Imperial Centre for Translational and
Experimental Medicine, National Heart and Lung Institute, Imperial College London,
Hammersmith Hospital, London, UK
Eric L. Matteson Division of Rheumatology and Department of Health Sciences Research,
Mayo Clinic, Rochester, MN, USA
Maureen Mayes Division of Rheumatology and Clinical Immunogenetics, University of
Texas McGovern Medical School, Houston, TX, USA
Dennis McGonagle LTHT, Leeds NIHR Biomedical Research Centre, Leeds, UK
Leeds Institute of Rheumatic and Musculoskeletal Medicine, University of Leeds, Leeds, UK
Giampaolo Merlini Amyloidosis Research and Treatment Centre, Fondazione Istituto di
Ricovero e Cura a Carattere Scientifico Policlinico San Matteo, Pavia, Italy
Department of Molecular Medicine, University of Pavia, Pavia, Italy
Frederick Miller Clinical Research Branch, National Institute of Environmental Health
Sciences, National Institutes of Health, Research Triangle Park, NC, USA
Neil Miller Johns Hopkins University School of Medicine, Baltimore, MD, USA
Durga P. Misra Department of Clinical Immunology and Rheumatology, Sanjay Gandhi
Postgraduate Institute of Medical Sciences, Lucknow, India
Sue Mollan Metabolic Neurology, Institute of Metabolism and Systems Research, University
of Birmingham, Birmingham, UK
R. C. Monahan Department of Rheumatology, Leiden University Medical Center, Leiden,
The Netherlands
Contributors xix
David Pisetsky Departments of Medicine and Immunology, Duke University Medical Center
and Medical Research Service, Veterans Administration Medical Center, Durham, NC, USA
Janet E. Pope Division of Rheumatology, St Joseph’s Hospital, Western University, London,
ON, Canada
Andrew Porter Rheumatology Department, Imperial College Healthcare NHS Trust,
Hammersmith Hospital, London, UK
Abin P. Puravath Division of Rheumatology, Johns Hopkins University School of Medicine,
Baltimore, MD, USA
Vanessa Quick Rheumatology, Luton and Dunstable University Hospital NHS Foundation
Trust, Luton, UK
Kaitlin A. Quinn, MD, MHS National Institute of Arthritis and Musculoskeletal and Skin
Diseases, National Institutes of Health, Bethesda, MD, USA
Daniel Raines Section of Gastroenterology, Department of Medicine, Louisiana State
University Health Sciences Center, New Orleans, LA, USA
Rosalind Ramsay-Goldman Department of Medicine, Rheumatology Division, Feinberg
School of Medicine, Northwestern University, Chicago, IL, USA
Steven Rauch Department of Otolaryngology-Head and Neck Surgery, Massachusetts Eye
and Ear, Boston, MA, USA
Department of Otolaryngology-Head and Neck Surgery, Harvard Medical School, Boston,
MA, USA
Ann M. Reed Cure JM Center of Excellence in JM Research and Care, Durham, NC, USA
Department of Pediatrics, Duke University Medical School, Durham, NC, USA
Ian R. Reid Department of Medicine, Faculty of Medical and Health Sciences, University of
Auckland, Auckland, New Zealand
Auckland District Health Board, Auckland, New Zealand
Lisa G. Rider Cure JM Center of Excellence in JM Research and Care, Washington, DC, USA
Environmental Autoimmunity Group, Clinical Research Branch, National Institute of
Environmental Health Sciences, National Institutes of Health, Bethesda, MD, USA
Ann K. Rosenthal Department of Medicine, Division of Rheumatology, Medical College of
Wisconsin, Milwaukee, WI, USA
Brad Rovin Department of Internal Medicine, The Ohio State Wexner Medical Center,
Columbus, OH, USA
Anne Rowley Department of Pediatrics, Northwestern University Feinberg School of
Medicine, Chicago, IL, USA
Department of Microbiology-Immunology, Northwestern University Feinberg School of
Medicine, Chicago, IL, USA
Ann and Robert H. Lurie Children’s Hospital of Chicago, Chicago, IL, USA
Dax G. Rumsey Department of Pediatrics, Division of Rheumatology, University of Alberta,
Edmonton, AB, Canada
David Saadoun AP-HP, Groupe Hospitalier Pitié-Salpêtrière, Department of Internal
Medicine and Clinical Immunology, Sorbonne Universités, Paris, France
Ken Saag University of Alabama at Birmingham, Birmingham, AL, USA
Contributors xxi
Myth Seropositive RA begins in the joint. Reality: Genetic and epidemiologic studies suggest
Reality: Although seropositive RA can sometimes pres- that seronegative RA is a distinct illness with unique
ent with an explosive clinical onset of arthritis, retrospective pathophysiologic characteristics. It generally responds to
studies and an increasing number of prospective studies have the same types of medications as the seropositive disease –
demonstrated that RA-related autoantibodies (e.g., ACPA although there are some exceptions – but differences
and RF) are often present for many years before the appear- between “seropositive” and “seronegative” RA are impor-
ance of clinical arthritis (Malmström et al. 2017, Deane and tant and need to be acknowledged in the interest of under-
Holers 2021). These observations suggest that the disease standing them better (Klareskog et al. 2011). Little is
process is initiated outside of the joint, perhaps at mucosal known about the preclinical processes that are present in
sites (e.g., the respiratory mucosa), only targeting the joints seronegative patients with RA prior to the onset of clini-
and other sites of disease later (Holers et al. 2018). cally apparent arthritis.
An increasing number of autoantibodies are being discov-
Myth The earliest joint-related target of the systemic auto- ered that in some individuals characterize patients who oth-
immune disease process that characterizes preclinical RA is erwise lack both ACPA and IgM RF antibodies (Trouw et al.
the synovium. 2017). These can include antibodies to carbamylated or
Reality: Although clinically one assesses for the presence methylated proteins.
of synovitis, some studies suggest that the initial manifesta-
tion of RA may be interosseous tendonitis and tenosynovitis. Myth There is no good advice to give patients with RA and
This can be apparent magnetic resonance imaging (MRI) or those at risk for RA about dietary or lifestyle changes that
ultrasound studies (Mankia et al. 2019). can alter the likelihood of developing future RA or the course
of disease once established.
Pearl Tenosynovitis is more specific for RA than synovitis. Reality: Epidemiologic studies have suggested that higher
Comment: RA is typically regarded as being a disease levels of omega-3 fatty acid intake decrease the likelihood of
consisting of synovitis and bony erosions of small joints. future RA development (Gan et al. 2017). Similarly, other
This classic picture was derived from comparing the clinical environmental and personal lifestyle factors such as absence
and radiographic characteristics of patients with RA with of smoking, maintenance of a lower BMI and potentially a
those of patients with other rheumatic diseases affecting the Mediterranean-style diet are associated with a decreased like-
joints. Advanced imaging modalities now reveal that tenosy- lihood of developing RA (Karlson and Deane 2012;
novitis at the level of the hand and feet joints is a feature Zaccardelli et al. 2019). Although clinical trials have not yet
worthy of recognition as another classic trait of RA (Rogier been performed to validate these approaches, these lifestyle
et al. 2019). and exposure modifications are not unreasonable to discuss
The reported prevalence of tenosynovitis depends on the with patients with RA and those at risk for future disease.
number of tendon sheaths studied. The tendon sheaths tar-
geted for imaging typically include those of the wrist, meta- Myth Individuals who exhibit a high titer ACPA or RF anti-
carpophalangeal (MCP) and metatarsophalangeal (MTP) bodies and arthralgias but who do not have clinical exami-
joints. MRI studies in consecutive early RA showed a sensi- nation or imaging evidence of synovitis or tenosynovitis
tivity of tenosynovitis of 75%–87%. In contrast, imaging should be treated with a disease-modifying antirheumatic
studies in persons from the general population typically drug (DMARD) such as hydroxychloroquine.
show a prevalence of tenosynovitis at small joints ranging Reality: Although there is an increasing tendency to uti-
from 0% to 3% (Mangnus et al. 2015, 2016). The specificity lize hydroxychloroquine in individuals who are thought to be
of finding tenosynovitis on imaging is therefore on the order “on their way” to getting RA (which may be termed ‘pre-
of 97% or higher. RA’), no clinical trial evidence demonstrates that this is the
The specificity in patients with other arthritides as refer- correct approach. In fact, in preliminary results from interim
ence is also high. A study at the tendon level of the wrist and analyses of the STOPRA trial Deane et al. (2022) showed no
MCP joints, comparing consecutive patients with RA and benefit of hydroxychloroquine in the prevention of progres-
other early arthritis (including psoriatic arthritis), reported a sion to RA in ACPA positive individuals who did not have
specificity ranging from 82% to 99% (Krabben et al. 2015). inflammatory arthritis at baseline. However, there are intrigu-
Thus, tenosynovitis at the level of small joints (MCPs, wrist, ing findings from the TREAT EARLIER study where metho-
MTPs) has high sensitivity and specificity for RA. trexate use in individuals with ‘subclinical arthritis’ (defined
as MRI evidence of joint inflammation without clinical
Myth Seropositive and seronegative RA have similar examination findings of inflammatory arthritis) was associ-
genetic origins and likely differ only in the presence or ated with the development of a milder form of clinical RA
absence of ACPA and RF. although overall progression to RA was not significantly
4 K. D. Deane et al.
reduced (Krijbolder et al. 2022). At this time, rather than Clinical Features
starting a medication with the intention of preventing evolu-
tion to RA, it is likely better to educate patients carefully Myth A patient must have a score of 6 or more out of 10 on
about the symptoms and signs of RA, to perform a close the 2010 American College of Rheumatology (ACR)/
follow-up and to consider treatment only if or when inflam- European League Against Rheumatism (EULAR) classifica-
matory arthritis evolves becomes present. However, there are tion criteria to be diagnosed as having RA.
multiple prevention trials in RA underway and we may see a Reality: Diagnostic criteria do not exist for RA. The 2010
shift to possible pharmacologic preventive interventions in ACR/EULAR classification criteria (as well as the earlier
RA in the near future (Deane and Holers 2021). 1987 ACR criteria) were not intended for the purpose of
diagnosing individual patients, but rather for defining patient
Myth The absence of a smoking history in some patients populations that are comparable across different clinical
who develop seropositive RA suggests that pulmonary expo- studies (Aletaha et al. 2010; Arnett et al. 1988). The gold
sures do not have a role in the pathogenesis of their standard for the diagnosis of RA continues to be the clinical
disease. judgment of a rheumatologist.
Reality: The association of RA development with a The 2010 criteria were designed in part to be able to clas-
smoking history is most striking in those patients with the sify RA patients earlier, and subsequent studies have dem-
HLA-shared epitope alleles, which are only present in ~2/3 onstrated success in that regard. The 2010 criteria diverge
of patients with RA. However, other lung exposures such as from the 1987 criteria in their incorporation of ACPA; the
air pollution and silica dust exposure might account for lung- inclusion of acute-phase reactant elevation; the requirement
related risks that are not directly tied to smoking for exclusion of alternative causes for the inflammatory
In addition, there is increasing understanding that other arthritis; and reduced emphasis on disease manifestations
mucosal sites such as the periodontal region and gut may that are characteristic of later disease stages (bone erosions,
play some role in the development of RA. rheumatoid nodules (Table 1.1).
Table 1.1 The 1987 ARA (ACR) and 2010 ACR/EULAR RA classification criteria
1987 criteria (Arnett et al. 1988) 2010 criteria (Aletaha et al. 2010)
1. Morning stiffness defined as morning stiffness in and around the Target population (Who should be tested?) 0
joints lasting at least 1 hour before maximal improvement Individuals with the following should be included: 1
2. Arthritis of three or more joint areas defined as at least three joint 1. ≥1 joint with definite clinical synovitis 2
areas simultaneously have had soft tissue swelling or fluid (not bony 2. Synovitis not better explained by another disease 3
overgrowth alone) observed by a physician. The 14 possible areas are A. Joint Involvementa 5
the right or left PIP, MCP, wrist, elbow, knee, ankle, and MTP joints 1 large joint¶ 0
3. Arthritis of hand joints defined as at least one area is swollen (as 2–10 large joints 2
defined above) in a wrist, MCP, or PIP joint 1–3 small joints (with or without involvement of large joints)b 3
4. Symmetric arthritis defined as simultaneous involvement of the same 4–10 small joints (with or without involvement of large 0
joint areas (as defined in 2) on both sides of the body (bilateral joints) 1
involvement of PIPs, MCPs, or MTPs is acceptable without absolute >10 joints (at least one small joint) 0
symmetry) B. Serology (at Least One Test Result Is Needed for 1
5. Rheumatoid nodules defined as subcutaneous nodules, over bony Classification)
prominences, or extensor surfaces, or in juxtaarticular regions, Negative RF and negative ACPA
observed by a physician Low-positive RF or low-positive ACPA
6. Serum rheumatoid factor defined as the demonstration of abnormal High-positive RF or high-positive ACPA (>3× upper limit of
amounts of serum rheumatoid factor by any method for which the normal)
result has been positive in <5% of normal control subjects C. Acute-Phase Reactants (at Least One Test Result Is
7. Radiographic changes defined as radiographic changes typical of Needed for Classification)
rheumatoid arthritis on posteroanterior hand and wrist radiographs, Normal CRP and normal ESR
which must include erosions or unequivocal bony decalcification Abnormal CRP or abnormal ESR
localized in or most marked adjacent to the involved joints D. Duration of Symptoms
(osteoarthritis changes alone do not qualify) <6 weeks
For classification purposes, a patient shall be said to have RA if he/ ≥6 weeks
she has satisfied at least four of the seven of these criteria. Criteria 1 Classification Criteria for RA (Score-Based Algorithm:
through 4 must have been present for at least 6 weeks. Patients with Add Score of Categories A–D; A Score of ≥6/10 Is Needed
two clinical diagnoses are not excluded for the Classification of a Patient as Having Definite RA)
a
Joint involvement refers to any swollen or tender joint on examination. Distal interphalangeal joints, first carpometacarpal joints, and first meta-
tarsophalangeal joints are excluded from assessment. “Large joints” refers to the shoulders, elbows, hips, knees, and ankles
b
“Small joints” refers to the metacarpophalangeal joints, proximal interphalangeal joints, second through fifth metatarsophalangeal joints, thumb
interphalangeal joints, and wrists
1 Rheumatoid Arthritis 5
Myth Patient with rheumatoid arthritis do not get gout. Table 1.2 The 2011 ACR/EULAR definitions of remission in rheuma-
Reality: This myth may be an artifact of mid-twentieth toid arthritis clinical trials (Felson et al. 2011)
century RA treatment regimens that utilized high-dose aspi- Boolean-based definition
rin, a uricosuric agent, for most RA patients. In fact, in a At any time point, the patient must satisfy all of the following:
Tender joint count ≤1a
large cohort of RA patients, 17% had elevated uric acid Swollen joint count ≤1a
(>6.8 mg/dl), and 6.1% were diagnosed with gout over time C-reactive protein ≤1 mg/dL
(Chiou et al. 2020). In another study, not only was gout Patient global assessment ≤1 (on a 0–10 scale)b
shown to be prevalent in RA compared to controls, 1.61% vs Index-based definition
Simplified Disease Activity Index score of ≤3c
0.92%; p < 0.001, RA was statistically associated with gout a
For tender and swollen joint counts, use of a 28-joint count may miss
and in a multivariable analysis (OR = 1.72; 95% CI 1.45– actively involved joints, especially in the feet and ankles, and it is pref-
2.05) (Merdler-Rabinowicz et al. 2017). These observations erable to include feet and ankles also when evaluating remission
confirm that gout and RA actually co-exist frequently. b
For the assessment of remission, we suggest the following format and
With the development of more effective treatment regi- wording for the global assessment questions. Format: a horizontal
10-cm visual analog or Likert scale with the best anchor and lowest
mens for RA that do not involve high-dose aspirin, it is not score on the left side and the worst anchor and highest score on the right
uncommon to see the two diseases in the same patient (Olaru side. Wording of question and anchors: For patient global assessment,
et al. 2017). Indeed, gout or other crystalline diseases (e.g., “Considering all of the ways your arthritis has affected you, how do you
CPPD) should be considered in a patient with a diagnosis of feel your arthritis is today?” (anchors: very well–very poor). For physi-
cian/assessor global assessment, “What is your assessment of the
RA who has mono- or oligo-articular flares of arthritis. When patient’s current disease activity?” (anchors: none-extremely active)
patients with RA do not respond as expected to disease- c
Defined as the simple sum of the tender joint count (using 28 joints),
modifying treatment, it is worthwhile to take a step back, swollen joint count (using 28 joints), patient global assessment (0–10
consider the possibility of a co-existing crystalline-induced scale), physician global assessment (0–10 scale), and C-reactive protein
level (mg/dl)
arthritis, and perform appropriate diagnostic studies (i.e.,
arthrocentesis and synovial fluid analysis).
Myth Rheumatoid nodules are an important finding in the
Myth RA burns out with time in many patients. early diagnosis of RA.
Reality: Some clinicians refer to “burned out” Comment: The presence of rheumatoid nodules is one
RA. Patients to whom this term is applied generally have of the items in the 1987 classification criteria for RA.
long-standing disease, severe joint damage, and little evi- Rheumatoid nodules are not typically present within the
dence of active synovitis on physical examination. Most are first few months of the onset of synovitis, and thus their
on minimal therapy for RA, albeit some have tried multiple absence at presentation does not preclude the diagnosis of
agents in the past. Many patients with “burned out” RA may RA. Furthermore, rheumatoid nodules are found in only
have moderately elevated inflammatory parameters and con- one-third of patients with established RA. Hence, their
tinue to deteriorate radiographically despite having symp- presence remains an insensitive marker for disease even in
toms that are minimal compared to patients with early later stages (Turesson and Jacobsson 2004). In rare cases,
disease. Moreover, if these patients are treated, their symp- individuals may have rheumatoid nodules and circulating
toms improve, indicating a response to therapy. Thus, the autoantibodies without appreciable synovitis (Hewitt and
label of “burned out” RA is probably appropriate only on Cole 2005).
rare occasions. Strong consideration should be given to treat-
ing patients who fit the operative definition of burned out RA Myth Troublesome rheumatoid nodules cannot be treated.
with anti-inflammatory therapies. Reality: Nodules that are painful or interfere with func-
This concept of burned out RA is distinct from the more tion require an intervention. In general, DMARDs do not
formal definition of disease remission in RA. A patient with reduce nodules significantly. Some case reports, however,
RA in remission has little to no discernible disease activity suggest that biologic therapies such as rituximab and anti-
according to the history, examination, laboratory measure- IL6 therapy help decrease nodule size and number (Sautner
ments, and imaging. Remission can be defined by various et al. 2013; De Stefano et al. 2011; Andres et al. 2012). Direct
criteria, including the ACR/EULAR remission criteria cre- injection of the nodule with a mixture of local anesthetic and
ated for clinical trials in 2011 (Table 1.2) (Felson et al. 2011). glucocorticoids may be beneficial as well (Baan et al. 2006).
It is not yet clear how to select patients in remission who The procedure for injecting rheumatoid nodules is as fol-
may safely reduce or stop their medications. Drug-free lows. Up to 0.3 mL of methylprednisolone or triamcinolone
remission, however, is achieved only rarely (Schett et al. 40 mg/mL is mixed in 1:1 ratio with 1% lidocaine. Following
2016; Terslev et al. 2021a, b). local anesthesia of the overlying skin, the needle is inserted
6 K. D. Deane et al.
directly into the center of the nodule. The medication is incidence of both seems to be declining with modern thera-
injected slowly as the needle is withdrawn. Considerable pies (Nakamura et al. 2019; Myasoedova et al. 2011). Cases
force on the plunger of the syringe is needed in some cases in of RA-associated amyloidosis and Felty’s syndrome occur-
order to express the mixture into the nodule. Surgical exci- ring in the absence of active synovitis have been reported in
sion is necessary for some nodules, although recurrence may the literature (Owlia et al. 2014). One must maintain a high
occur (Riches et al. 2016). index of suspicion for RA-related extra-articular disease
Surgical removal of a nodule from sites other than the even if joint disease is not active.
skin may be necessary for diagnosis, such as a pulmonary
nodule that must be differentiated from a malignancy. Myth RA does not affect the central nervous system.
Finally, limited data suggest a potential association between Reality: RA can directly affect the central nervous sys-
methotrexate and the development of rheumatoid nodules, tem in multiple ways (Atzeni et al. 2018). These include ero-
i.e., “rheumatoid nodulosis” (Patatanian and Thompson sive disease and pannus formation in the C1 and C2 area,
2002). Possible mechanisms relate to folate and adenosine leading to spinal cord impingement. Meningeal involvement
pathways (Soukup et al. 2017). If rheumatoid nodulosis is can also occur in RA, though thankfully it is rare. Meningeal
suspected, an alternative to methotrexate may be considered disease may present with clinical findings of headache,
after balancing this potential risk against the benefits of encephalopathy, and cranial nerve defects. Imaging in such
methotrexate in RA. cases confirms meningeal thickening, nodularity, and
enhancement. Biopsy may be required for diagnosis and to
Myth Rheumatoid nodules frequently occur in the heart differentiate RA-associated disease from that caused by
and cause conduction defects. ANCA-associated vasculitis, IgG4-related disease, malig-
Reality: Although mentioned in most textbooks as an nancy, and other conditions, depending on the individual
extra-articular complication of RA, this is a surpassingly rare patient’s circumstances. In some cases, cerebrospinal fluid
phenomenon (Thery et al. 1974; Ahern et al. 1983). elevation of RA-related autoantibodies can be seen and aid in
Rheumatoid nodules are not likely to be the explanation for the diagnosis, especially if articular disease is absent
conduction defects in a patient with RA. When tissue has (McKenna et al. 2019).
been available from the unusual cases in which rheumatoid
nodules occur in the heart, the atrioventricular node may Myth Rheumatoid arthritis is associated with severe
show a variety of histopathologic findings, including granu- neutropenia.
lomata (resembling that of a typical rheumatoid nodule), dif- Comment: Neutropenia is not rare in the context of
fuse lymphocytic inflammation, or fibrosis (Ben Hamda RA. It occurs in about 5%–10% of patients treated with con-
et al. 2004). ventional DMARDs and in 15%–20% of patients treated
with biologic DMARDs. The neutropenia is usually is mild,
Pearl Rheumatoid pleural effusions can mimic empyemas. however, and seldom leads to treatment discontinuation. Few
Comment: RA is one of the few causes of a low pH in RA patients with neutropenia will develop serious infec-
pleural effusions (Balbir-Gurman et al. 2006; Light 2011). tions. In the differential diagnosis of RA patients with neu-
Two other major ones are empyema and esophageal rupture. tropenia, Felty’s syndrome and large granulocytic leukemia
Pleural effusions in RA are exudates, characterized by high should be included (Fragoulis et al. 2018).
protein and lactate dehydrogenase levels and low glucose
concentration. Cholesterol may be elevated in chronic effu- Myth RA goes into remission during pregnancy.
sions, leading to a milky appearance to the pleural fluid. Reality: Some studies have suggested that RA disease
White blood cell counts are frequently elevated in RA effu- activity improves during pregnancy in a high percentage of
sions, although often less than 5000/mm3. In contrast to cases – approximately 60% – to the extent that treatment
empyemas, lymphocytes tend to predominate over neutro- reduction is possible in some. Among women with RA
phils unless the fluid collection is tapped early in its course. whose disease does improve during pregnancy, improve-
Pleural effusions in RA should be evaluated carefully to ments in disease activity generally start in the first trimester
ensure that infection and malignancy are not missed. and last through delivery. In fact, however, remission by
defined criteria such as the DAS28-CRP occurs in only about
Pearl Amyloidosis and rheumatoid vasculitis pose less of a 25% of patients overall (Jethwa et al. 2019; de Man et al.
threat than they did before the availability of effective 2014). The universal statement that RA “resolves” temporar-
therapy. ily during pregnancy is wishful thinking.
Comment: Two potentially lethal complications of RA Disease flares during pregnancy have actually been
are the development of secondary amyloidosis and the occur- reported in 29% of patients with RA. Some of these flares are
rence of rheumatoid vasculitis. Fortunately, however, the associated with discontinuation of anti-TNF biologics in
1 Rheumatoid Arthritis 7
early pregnancy (van den Brandt et al. 2017). One-third of ation in a patient with inflammatory arthritis improves the
RA patients may have active disease at some point during overall sensitivity for detection of disease. Finally, both RF
pregnancy, and active disease during any trimester has a high and ACPA can be elevated in individuals prior to the onset of
correlation with preterm delivery (Zbinden et al. 2018). clinically apparently inflammatory arthritis, during a period
Moreover, 47% of RA patients experience disease flares in termed “pre-RA” (Deane and Holers 2021).
the immediate post-partum period.
Pearl In patients with early inflammatory arthritis who do
Pearl Tenosynovitis should not be disregarded. not meet RA classification criteria, ACPA positivity is an
Reality: Although tendon sheath inflammation is not excellent predictor of persistent inflammatory arthritis and
part of the ACR/EULAR criteria for RA, it is recognized disease that should be classified as RA.
as a common feature pf active RA and may be a major Comment: In patients with early undifferentiated arthri-
source of pain, stiffness, and functional impairment. The tis who are ACPA positive, at least 93% have persistent
fact that it is not part of the classification criteria does inflammatory arthritis and ultimately can be classified as
mean it should be disregarded. On the contrary, tenosyno- having RA (by 1987 criteria) within 3 years (van Gaalen
vitis may be one of the earliest findings (on ultrasound or et al. 2004).
MRI) of early RA.
Myth All ACPA tests provide the same diagnostic accuracy
for RA.
Serological Features and Radiology Reality: Many commercially available ACPA tests are
available for clinical care. Most of these use a cyclic citrul-
Pearl High levels of rheumatoid factor (RF) or antibodies linated peptide (CCP) as the antibody target, although there
to citrullinated protein antigens (ACPA) are of diagnostic is also an antibody to mutated citrullinated vimentin. A vari-
and prognostic value. ety of other antibody tests for specific citrullinated antigens
Comment: Seropositive RA is characterized by the will be available soon. All have similar sensitivities for the
presence of autoantibodies, among which RF was the first diagnosis of RA, but the assays differ in terms of specificity,
described. The finding of a serum RF is relatively nonspe- ranging between 92% and 99% (Whiting et al. 2010). These
cific in the sense that it may be associated with a variety of differences are sometimes large enough to be clinically rele-
other conditions that can cause an inflammatory arthritis. In vant, and clinicians should be aware of which tests are being
particular, connective tissue diseases, cryoglobulinemia, performed by their local laboratory.
chronic hepatitis, and certain hematologic malignancies A growing number of autoantibodies are known to be
(e.g., Waldenstrom’s macroglobulinemia) are often associ- present in RA. These include antibodies to carbamylated
ated with RF positivity. In addition, up to 15% of the proteins (anti-CarP), antibodies to peptidyl arginine deimi-
healthy elderly population have RF, albeit usually in low nases (PADs), and others (van Delft and Huizinga 2020).
levels. A high cut-off point for a positive assay (e.g., 50 IU/ Some of these are available clinically, but their true value in
ml) enhances the positive predictive value of RF for clinical care remains to be fully determined.
RA. Indeed, the 2010 ACR/EULAR classification criteria
for RA implement this practically by awarding greater Myth Clinically detectable synovitis and radiographic pro-
weight to the presence of an RF level that is >3 times the gression in RA are linked tightly, such that the control of one
upper limit of normal. High levels of RF are a marker for leads to control of the other.
patients at risk for aggressive, destructive joint disease, and Reality: This dogma, believed widely for decades, is now
extra-articular complications of RA. When it comes to recognized as potentially false. Several trials have shown
RA-associated autoantibodies, height matters! that continued radiographic deterioration can proceed despite
Assays for ACPA have a sensitivity similar to that of RF excellent control of clinical features of RA activity (e.g.,
but achieve a higher specificity for RA. For example, the RA joint tenderness and swelling on examination, patient-
specificities for a variety of ACPA assays exceed 90% reported pain, stiffness, and swelling).
(Whiting et al. 2010). Moreover, ACPA also have prognostic As an example of the uncoupling of joint inflammation
value. They identify a subset of patients more likely to and damage, clinical trials have shown that treatment with
develop erosive disease. Some data indicate that ACPA pre- denosumab (an anti-RANK-ligand monoclonal antibody)
dict erosive disease more accurately than RF. Most patients reduces radiographic progression despite achieving little
with ACPA are also RF-positive, and vice versa; however, effect on clinical measures of disease activity (Takeuchi
the overlap is not perfect, and studies suggest that ~10%– et al. 2019). Subclinical disease activity as detected by ultra-
15% of patients with RA have one of these antibodies but not sound or magnetic resonance imaging may explain why
the other. Testing for both ACPA and RF at the initial evalu- some RA patients show evidence of radiographic progres-
8 K. D. Deane et al.
sion of joint damage despite the absence of clinically overt Among the individuals who were ACPA-positive but
signs of joint inflammation (Brown et al. 2008; Conaghan RF-negative, the shared epitope was associated with an
et al. 2009; Terslev et al. 2021a, b). The converse is also increased risk of RA, but cigarette smoking had a more lim-
true – i.e., patients who show no radiologic evidence of dam- ited effect. The same strong interaction between the shared
age can have clinical signs of ongoing synovitis. epitope and cigarette smoking was found in that group, as
It is not clear whether treatment should be altered in a well. In contrast, among individuals that were ACPA-
patient whose disease is controlled well by clinical parame- negative, the effect of the shared epitope was either marginal
ters yet has evidence of disease activity detected with (in the ACPA-negative, RF-positive group) or nonexistent
advanced imaging. (ACPA-negative, RF-negative). The impact of smoking on
the development of RA is clearly magnified in the subset of
individuals who are ACPA-positive.
Risk Factors The interplay between the shared epitope and cigarette
smoking as a predictor of serum levels of ACPA was recently
Pearl Exposure to tobacco, especially cigarette smoke, is investigated in Japanese persons with RA. In this study, an
harmful in many aspects of RA. interaction between cigarette smoking and serum ACPA lev-
Comment: Several studies show a significant and inde- els was found only in individuals with the shared epitope;
pendent association between smoking and susceptibility to however, cigarette smoking was independently predictive of
RA. In particular, some studies suggest that tobacco smoke RF levels regardless of the shared epitope (Ishikawa et al.
interacts with the HLA-DRB1-shared epitope to heighten 2019). Moreover, these risks declined if cigarette smoking
RA susceptibility (Ishikawa and Terao 2020). Smoking is had stopped prior to disease onset.
also associated with extraarticular manifestations and RF The sum of studies to date on the relationship between
positivity. In addition, smoking increases the risk for infec- cigarette smoking and RA suggests a model in which ciga-
tion, cardiovascular disease, progression of lung disease, and rette smoking triggers anti-CCP antibodies in patients with
cancer among patients with RA. Finally, smoking is associ- RA bearing the shared epitope.
ated with increased disease activity and reduced responses to
DMARDs (Gianfrancesco et al. 2019; Nyhall-Wahlin et al. Pearl Obesity may be a risk factor for RA and may also
2009; Floris et al. 2021). All of these are reasons to empha- contribute to disease activity.
size smoking cessation in patients with RA and in those at Comment: Several studies show that obesity is a risk fac-
risk for future RA. tor for RA (Zaccardelli et al. 2019). This may be due to
inflammation generated in fat cells, or other factors such as
Pearl Cigarette smoking can worsen RA disease activity. diet and lack of exercise. Furthermore, obesity has been asso-
Comment: Much has been published regarding the asso- ciated with increased disease activity. (Paradoxically, low
ciation between smoking and risk of developing RA. Less is body weight may also be associated with higher disease activ-
known regarding the potential of worsening existing RA ity – perhaps because of cachexia due to poorly controlled
through smoking. One longitudinal study (Gianfrancesco inflammation.) Addressing obesity through diet and exercise
et al. 2019) demonstrated that smoking was associated with may ultimately be an important part of management in RA.
a 0.64 unit increase in patient global score (p = 0.01) and
2.58 more swollen joints (p < 0.001). One cross-sectional
study (Hammam and Gheita 2017) reported higher DAS28 in Disease Assessment
RA patients exposed to second-hand smoking, while another
(Sokolove et al. 2016) also reported higher DAS28 in ACPA- Pearl “Treat-to-target” leads to improved outcomes in RA.
positive RA patients who were current smokers compared Comment: Prospective data indicate that the adjustment
with nonsmokers. Patients should be counselled about the of RA therapies every 8–12 weeks, with the goal of a “treat-
potential detrimental effect that smoking may have on con- to-target” approach of improving specific indices of disease
trolling their RA. activity, leads to improved outcomes (Stoffer et al. 2016;
The contribution of the shared epitope and cigarette Smolen et al. 2016). The frequent assessment of disease
smoking to the risk for RA has been studied in a large, activity in patients is important in both clinical trials and
population- based, case-controlled study from Sweden clinical practice.
(Hedström et al. 2019). In the ACPA-positive, RF-positive Composite disease activity indices are superior to indi-
individuals, the shared epitope and cigarette smoking inde- vidual variables in the assessment of disease activity
pendently conferred increased risk for RA. Moreover, there (England et al. 2019). Two major factors pose potential bar-
was also a strong interaction between these two risk factors. riers to the routine use of validated disease activity indices in
1 Rheumatoid Arthritis 9
clinical practice. First, many validated scores require a cal- or fibromyalgia or other nonarticular pain source or even due
culator for computation. Second, some composite indices to depression? If so, pushing additional or alternate DMARDs
require the results of laboratory tests (e.g., an ESR or will not improve the patient’s situation. The updated ACR
C-reactive protein level) before they can be completed. These guidelines caution against using a blanket approach of treat-
issues reduce the ability to use such scores immediately in a to-target to remission in all patients, especially those who have
clinic visit. failed other DMARDs (Fraenkel et al. 2021).
No single disease activity measure is clearly the best. The
DAS28-CRP is commonly used in clinical trials and there- Myth Assessing joint counts and composite disease activity
fore may be useful in comparing a current patient to findings indices is too time-consuming to be practical in routine clini-
from clinical trials. The Clinical Disease Activity Index cal care.
(CDAI) is a simple numerical index that is calculated by
summing the number of tender and swollen joints using the Comment: The 28-joint count is valid, reliable, and cor-
28-joint count and the patient and physician global assess- relates well with the total joint count. More importantly, the
ments on a 10-centimeter visual analogue scale. The CDAI 28-joint count requires only a minute or two for a trained
does not include laboratory measurements in its calculation, person to calculate. The clinician’s 28-joint count is com-
making it easier to complete at clinical encounters. The bined with the physician’s disease assessment, patient global
CDAI also has the most stringent remission criteria among assessment, and laboratory tests to calculate multiple disease
the disease activity measurements. activity measures.
The Routine Assessment of Patient Index Data (RAPID3) The 28-joint count may underestimate disease activity in
can also be calculated using only patient-recorded outcomes, some individuals, especially those with significant lower-
without requiring laboratory tests or physician assessment. extremity disease. The ACR/EULAR criteria for remission
RAPID3 can therefore be utilized as a disease measurement suggest it is preferable to include the feet and ankles in the
between office visits or in the telehealth environment. The joint count when evaluating high-stake criteria such as remis-
DAS28-CRP, CDAI, and RAPID3 are valid, reliable mea- sion (Felson et al. 2011).
sures that are sensitive to change (England et al. 2019).
Myth Adding imaging criteria to the definition of remission
Pearl Obtaining the HAQ disability index (HAQ-DI) pro- will lead to better outcomes in RA.
vides helpful insights into the patient’s daily situation. Reality: Attainment of clinical remission is associated
Comment: The HAQ-DI is a simple, one-page form that with less radiographic joint damage and better function
the patient completes in a minute or two. If completed before (lower HAQ scores) over time in patients with RA. But
a visit and reviewed by the rheumatologist at the encounter, patients in clinical remission may still exhibit persistent
the HAQ-DI provides important information about what the synovitis by ultrasound or MRI. Furthermore, positive
patient is and is not able to do in daily life. This information Doppler signal predicts flare and progressive radiographic
can inform management decisions and clinical care. damage. Therefore, wouldn’t the addition of a radiologic
measure of remission (e.g., absence of Doppler signal in 28
Myth Remission must be the goal for all treat-to-target joints) increase rates of good clinical outcomes?
approaches. No, actually. A group of studies randomized early RA
Comment: Multiple studies confirm that treat-to-target patients to a target of clinical remission (DAS28-based) or a
strategies lead to lower disease activity and less joint damage combined target of clinical plus imaging remission (Dale
than usual care approaches. However, treat-to-target to et al. 2016; Haavardsholm et al. 2016; Møller-Bisgaard et al.
remission may not be feasible or logical in all patients. 2019). The imaging features targeted in the imaging groups
Remission is likely more attainable in early disease than in were with joint count (by power Doppler) or bone edema (by
later disease. Moreover, trying to force a patient already in MRI). All three studies showed no significant differences in
low disease activity into remission may lead to overtreat- rates of radiographic progression detected by clinical fea-
ment, drug toxicity, and greater expense. tures alone compared with the imaging-enhanced approach
Several studies have shown that in patients who are in “near although there was improvement in HAQ scores in individu-
remission,” the most common requirement for remission that als who had therapy escalated based on imaging findings.
was not met was the patient global score (PtGA). That is to say However, the patients in the combined target group were
the number of tender joints, swollen joints, and CRP level exposed to more drugs than those in the single target arm.
were all <1, but the PtGA was ≥1, indicating low disease state These studies show that adding a radiologic requirement for
but not remission. In this situation, one should look carefully remission does not necessarily improve outcomes attained
at the source of the PtGA. Is it due to secondary low back pain beyond those using only a clinical measure of remission.
10 K. D. Deane et al.
Comment: For many years, EULAR RA management lated to 20 mg/week over the next 4 weeks, as tolerated. The
recommendations suggested starting treatment with metho- dose can be increased to 25 mg/week or even higher in some
trexate plus short-term glucocorticoids. The EULAR task cases.
force did not see an advantage of initiating RA treatment As methotrexate doses rise, dividing the dose (e.g., 10 mg
with either a biologic DMARD or combination (triple) ther- orally in the morning and 10 mg orally at night) may improve
apy with conventional synthetic disease DMARDs (i.e., absorption.
using some mix of methotrexate, sulfasalazine, leflunomide,
or hydroxychloroquine). Pearl Methotrexate therapy may be optimized by switching
The value of methotrexate plus glucocorticoids at the start from oral to subcutaneous administration.
of therapy is supported by significant evidence (Smolen et al. Comment: Oral bioavailability becomes less predictable
2020). For example, the CareRA trial compared methotrexate for individuals at doses greater than 15 mg, and therefore
plus intermediate-dose rapidly tapered oral glucocorticoids doses above this amount may not achieve the desired effect
with methotrexate plus either leflunomide or sulfasalazine on disease activity. If patients do not achieve an adequate
plus glucocorticoids. That trial showed no advantage in effi- treatment response at methotrexate doses above 15 mg/week,
cacy of combining the conventional synthetic DMARDs, and switching from oral to subcutaneous administration may
indeed there were more adverse events in the combination increase bioavailability and improve treatment response (Li
group (Verschueren et al. 2015). Similarly, the tREACH trial, et al. 2016). Alternatively, patients may split their weekly
which compared methotrexate to triple therapy with both oral dose of methotrexate into a morning and evening doses,
groups receiving glucocorticoids did not show a significant thereby increasing bioavailability. Although this strategy is
advantage of combination therapy (de Jong et al. 2014). rational strategy based on the known pharmacokinetics of
How do biologic DMARDs stack up against the combina- methotrexate, the evidence supporting it is limited (Hoekstra
tion of methotrexate and glucocorticoids? Well, the IDEA et al. 2006).
trial compared methotrexate plus a single intravenous dose
of methylprednisolone (250 mg) with methotrexate plus inf- Two Myths (Myth 1) Methotrexate is generally poorly tol-
liximab. No differences in outcomes were observed in the erated but… (Myth 2) …it does not have cancer as a risk.
two groups (Nam et al. 2014). Reality: The safety and tolerability of methotrexate was
Finally, the NORD-STAR trial compared methotrexate never studied as well as in a cardiovascular prevention study
plus glucocorticoids to methotrexate plus glucocorticoids in which nearly 5000 patients were randomly assigned to
and one of three bDMARDs (an anti-TNF, an anti-IL-6 R, or methotrexate or placebo. Contrary to what many expected, if
a costimulation inhibitor). Again, no superiority in any of the methotrexate was tolerated initially, it was tolerated well
bDMARDs was observed (Smolen et al. 2020). over the long term. About 20% of the patients stopped early
In short, the combination of methotrexate and short-term on because of side effects. In the remaining majority of
glucocorticoids has substantial efficacy. The GC may be patients, however, side effects such as nausea or malaise
applied orally at low to intermediate doses with tapering to were uncommon. Though methotrexate was tolerated well
discontinuation within 3 to 4 months or as a single parenteral overall, the study unexpectedly revealed an increase in the
application. For patients at low risk for glucocorticoid toxic- occurrence of non-melanoma skin cancer. Glass half full,
ity, for those who are risk-averse to the idea of using a bio- glass half empty (Ridker et al. 2019).
logic agent, and for patients in low-resource areas,
methotrexate plus glucocorticoids makes a lot of sense. Pearl Leflunomide remains in the body for years after
administration.
Myth When using methotrexate, start low and go slow. Comment: Because of its extensive enterohepatic re-
Comment: Methotrexate has been the cornerstone of the circulation, leflunomide persists in the body for years after
treatment for RA since the mid-1980s. In the early years of discontinuation. This is an important fact when toxicities
methotrexate use, the prevailing maxim was to “start low and occur or if pregnancy is considered, because leflunomide has
go slow.” Most clinicians began methotrexate at 7.5 mg/ significant teratogenic potential. In these situations, a wash-
week and advanced the dose slowly over many months, never out with cholestyramine may be desired. If the persistence of
exceeding 15 mg/week for many patients. leflunomide is a potential concern, blood levels may be
However, clinical trials of the biologic agents changed the checked.
way methotrexate is used in practice. The trials did so by Given its teratogenic potential, the use of this medication
demonstrating safety and efficacy in methotrexate control in women of child-bearing potential should be considered
arms that employed high starting doses (15 mg/wk) and with caution. It is important to recognize, however, that not
rapid dose escalation (Weinblatt 2013). all pregnancies exposed to leflunomide have resulted in birth
Based on these findings, methotrexate therapy in most defects. In one study, no increased risk of congenital malfor-
patients should begin at 10–15 mg/week, and then be esca- mations was observed either in 51 pregnancies in which the
12 K. D. Deane et al.
mother was exposed to leflunomide during the first trimester (chrysotherapy). Because of unequivocal advances in RA
or 21 pregnancies exposed to this drug during the second or treatment since the 1980s, the truth or falsity of this state-
third trimesters (Bérard et al. 2018). ment will remain forever unknown. However, when injec-
tions of gold sodium thiomalate were compared to weekly
Myth Hydroxychloroquine is not an effective DMARD. methotrexate therapy in a double-blind, randomized trial,
Reality: There is a paucity of direct evidence that gold produced twice as many clinical remissions as the latter
hydroxychloroquine slows radiographic progression in (24.1% vs 11.5%) (Rau et al. 1997). Gold was also associ-
RA. However, multiple studies have shown that if hydroxy- ated with more side effects and withdrawals due to toxicity.
chloroquine is started early in the course of disease, patients Gold therapy has fallen out of use and is largely of historical
experience better outcomes, including less radiographic pro- interest only. References to the time only a few decades ago
gression. The combination of methotrexate and hydroxy- when gold salts were the standard of care for RA and patients
chloroquine is the most common tandem of DMARD attended clinic weekly for gold salt injections are a pleasing
regimen used for the treatment of RA. The potency of the reminder of how far we have come.
methotrexate-hydroxychloroquine combination may be
explained at least in part by a patient’s increased exposure to Myth Patients with RA who have achieved clinical remis-
methotrexate (e.g., increased area under the curve) when sion should continue treatment indefinitely owing to the risk
methotrexate and hydroxychloroquine are administered for losing disease control.
together. Comment: Well, yes and no. Most studies have focused
Dosing recommendations for hydroxychloroquine pub- on the question of whether withdrawal (or de-intensifying)
lished in 2016 of a daily dose of <5 mg per kilogram of TNF inhibitor therapy in patients who had achieved remis-
actual body weight per day are based on observations that sion or low disease activity led to an increase in disease
this dose is associated with less ocular toxicity (Marmor activity. A systematic review of randomized, controlled trials
et al. 2016). This dose is lower than those used in other pub- testing this hypothesis concluded that reducing the dose of
lished studies, however (Rosenbaum et al. 2021). the TNF inhibitor resulted in little or no increase in disease
An additional benefit of hydroxychloroquine is that the activity, while complete discontinuation led to a significant
use of this drug may reduce the incidence of diabetes among increase in disease activity compared to those that continued
patients with RA (Wasko et al. 2007). These metabolic ben- their TNF inhibitor (Verhoef et al. 2019). In general, com-
efits were recently confirmed in a meta-analysis of 16 studies plete discontinuation of disease-modifying therapy is
involving patients with RA comparing users and non-users strongly discouraged because of the high risk for relapse, but
of hydroxychloroquine (Rempenault et al. 2018). dose reductions after the achievement of remission can be
considered and include patient preferences and shared deci-
Pearl Combination therapy with oral triple therapy (metho- sion-making approaches.
trexate, sulfasalazine, and hydroxychloroquine) DMARDs is
superior in clinical efficacy to treatment with methotrexate
alone. Biologic Agents
Comment: Combination therapies of traditional
DMARDs were advocated strongly for the treatment of RA Myth Nearly all patients with RA respond to tumor necrosis
until well into the 1990s. A major trial that preceded the era factor (TNF) inhibitors.
of biologic treatments indicated that the combination of Comment: In general, the numerous clinical trials testing
methotrexate, sulfasalazine, and hydroxychloroquine was various TNF inhibitors (etanercept, adalimumab, infliximab,
superior to methotrexate alone (O’Dell et al. 1996). However, golimumab, certolizumab pegol) for the treatment of early and
many clinical trials comparing combination therapy to established RA have shown ACR response rates in the 40%–
monotherapy have not shown superiority of the combination 50% range, with slightly higher response rates in patients with
therapy arms. Moreover, combination treatment regimens early disease as compared to established disease. An ACR50
more often in the current era consist of methotrexate and a response is considered to be a clinically significant treatment
biologic or targeted synthetic DMARD. response by most rheumatologists. However, the current goal
of treatment of RA is remission or low disease activity.
Pearl Gold shots are dramatically efficacious for the treat- Currently, not more than 15% of patients treated with a TNF
ment of RA in one of every three patients. inhibitor realize sustained remissions (Hamann et al. 2017).
Comment: No one knows for certain whether or not this TNF inhibitors, though clearly a signal advance in the history
statement is a pearl or a myth, but it is echoed widely by of RA treatment, are inadequate for controlling disease in the
practitioners who treated RA in the heyday of gold use majority of patients over the long term.
1 Rheumatoid Arthritis 13
Myth When a TNF inhibitor fails, other TNF inhibitors are beyond TNF inhibitors. Abatacept and rituximab also work
unlikely to work. better when prescribed in combination with methotrexate.
Comment: Several open-label studies or analyses from
registries have suggested that a second TNF inhibitor can be Pearl Interleukin-6 receptor blockade (e.g., tocilizumab) in
efficacious following the failure of a first TNF inhibitor. This RA appears to work almost as well when used as monother-
appears to be true even if the first and second TNF inhibitors apy as it does when employed in tandem with methotrexate.
are pharmacologically similar, for example, the case of adali- Comment: In a randomized, double-blind, double-
mumab following infliximab. Both medications are mono- dummy clinical trial of newly diagnosed patients with active
clonal antibodies, yet if one fails the other may still be RA, tocilizumab (administered 8 mg/kg intravenously every
successful. 4 weeks) produced similar rates of remission as tocilizumab
These data from uncontrolled investigations have now plus methotrexate (Bijlsma et al. 2016). These results were
been expanded in a double-blind, controlled clinical trial of confirmed in the FUNCTION trial (Burmester et al. 2016).
golimumab. These data reveal that a third TNF inhibitor can And in a third randomized, controlled trial, patients with
be effective even after two have failed. However, if all three active RA who had inadequate responses to methotrexate
other TNF inhibitors (etanercept, infliximab, and adalim- therapy and subsequently achieved low disease activity
umab) have failed before golimumab, then golimumab is through the addition of subcutaneous tocilizumab 162 mg
unlikely to be effective. Randomized, controlled trials have weekly could discontinue methotrexate without significant
now shown that patients who failed an initial TNF inhibitor loss of disease control (Kremer et al. 2018).
may benefit by switching to a second TNF inhibitor (Smolen
et al. 2017). However, this is a controversial area as other Myth When a biologic DMARD (bDMARD) needs to be
studies have suggested that a ‘second’ TNF inhibitor may not chosen for an RA patient with moderate or severe disease
be as effective as using a non-TNF inhibitor’ in particular 3 activity who has had an inadequate response to methotrex-
non-TNF inhibitors (tocilizumab, rituximab and abatacept) ate, TNF inhibitors should be prioritized over non-TNF
significantly improved disease activity at 24 weeks when inhibitors.
compared to a second TNF inhibitor (Gottenberg et al. 2016). Reality: TNF inhibitors are used most often among the
As such, choosing the ‘next’ agent after failure of a first TNF bDMARDs, perhaps because they were the first biological
inhibitor can be challenging. agents to be approved. The reason for this is more regulatory
than scientific. IL-6 receptor inhibitors (tocilizumab and
Pearl/Myth TNF inhibitors are more effective for the treat- sarilumab), a T-cell selective co-stimulation modulator
ment of RA than is methotrexate. (abatacept), and an anti-CD20 antibody (rituximab) are
Comment: Many studies confirm the superiority of meth- available for use as non-TNF biological DMARDs. Two ran-
otrexate plus a biologic or targeted synthetic disease- domized controlled trials comparing abatacept and TNF
modifying agent versus methotrexate alone; however, a inhibitor use reported no significant differences in efficacy
substantial proportion of patients in these studies respond between these two approaches, considering improvements in
adequately to methotrexate alone (Smolen et al. 2017). These disease activity; inhibition of structural damage of joints;
findings explain why treatment guidelines recommend that and safety. Abatacept and TNF inhibitors appear to have
patients with early, active RA should be initially treated with similar efficacy and safety profiles (Schiff et al. 2014).
methotrexate alone, with subsequent escalation of disease- There have been no randomized controlled trials of IL-6
modifying therapy as warranted to meet the goal of therapy. receptor inhibitors versus TNF inhibitors. However, tocili-
Clinical practice around this situation varies substantially zumab and abatacept showed no significant differences in
and is affected by a number of variables: the patient’s degree efficacy and safety in one study in which patient characteris-
of symptomatology, the patient’s preference, medication tics were adjusted statistically using propensity score match-
availability, and physician practice style, among others. ing (Kubo et al. 2016). The 2019 EULAR recommendations
for the treatment of RA support the equivalent use of TNF
Pearl TNF inhibitors work better in combination with meth- and non-TNF inhibitors for active RA patients who respond
otrexate than alone. poorly to methotrexate treatment (Smolen et al. 2020).
Comment: Clinical trials that have addressed this ques-
tion have found that the combination of methotrexate plus Pearl If methotrexate is contraindicated, and a biological
infliximab, etanercept, adalimumab, golimumab, or certoli- DMARD must be initiated as monotherapy, IL-6 receptor
zumab pegol is more effective than methotrexate alone or inhibitors should be prioritized over TNF inhibitors.
any of the TNF inhibitors by themselves. This is true for both Comment: Two randomized controlled trials compared
clinical response (ACR20 or DAS) and radiographic out- monotherapy using IL-6 receptor inhibitors (tocilizumab and
comes. The synergistic effects of methotrexate extend sarilumab) and TNF inhibitors in RA patients with active
14 K. D. Deane et al.
disease who could not use or had an inadequate response to Reality: A variety of features characterize “difficult-to-
methotrexate therapy. In both trials, IL-6 receptor inhibitors treat” RA include the following:
had a significantly greater effect on improving disease activ-
ity. There were no significant differences in safety (Burmester • Refractoriness to conventional synthetic DMARDS and
et al. 2017; Gabay et al. 2013). IL-6 receptor inhibitors are to at least two bDMARDs
therefore recommended when no conventional synthetic • Moderate disease activity or greater, with clinical signs
DMARD is used concomitantly. and symptoms indicating active disease
• Inability to reduce glucocorticoids
Pearl Patients with active RA who have an inadequate • Progressive disease on imaging despite ongoing
response to a TNF inhibitor – the so-called TNF-IR patients – treatment
should switch to a non-TNF inhibitor rather than another
TNF inhibitor. The JAK inhibitors upadacitinib and filgotinib have high
Comment: In a randomized controlled trial that exam- efficacy in difficult-to-treat RA (Nagy et al. 2021; Genovese
ined switching from a TNF inhibitor to a second TNF inhibi- et al. 2016, 2019).
tor compared to a non-TNF inhibitor, the effect of the
non-TNF inhibitor for improving disease activity at week 24 Myth Methotrexate should be avoided in elderly RA
was significantly greater than that of a second TNF inhibitor. patients.
The three biologic DMARDs included in this comparison Reality: Once RA is diagnosed, strong consideration
against a second TNF inhibitor were tocilizumab, rituximab, should be given to starting methotrexate treatment promptly,
and abatacept (Gottenberg et al. 2016). There were no sig- even in elderly patients, provided there is no contraindication
nificant differences in adverse events among the groups. to that drug. RA in the elderly is likely to have high disease
Thus, switching to a non-TNF inhibitor is recommended for activity, with a high ACPA positivity rate and rapid progres-
patients who had an inadequate response to the first TNF sion of joint destruction. Since approximately 70% of meth-
inhibitor. Drugs should be selected carefully based on a bal- otrexate is excreted in the urine, particular attention should
ance of the potential risks and benefits in individual patients. be paid to patients with decreased renal function, mindful of
the fact that the elderly may have decreased creatinine clear-
Pearl RA patients are more likely to respond to abatacept ances. Elderly patients may require methotrexate dose
when they are seropositive. adjustments downward but can use this drug safely and ben-
Comment: Seropositivity is linked with higher probabil- efit from its efficacy if it is used carefully.
ity of response to abatacept. Patients who are positive for the
shared epitope might have additional benefit (Courvoisier Myth Biologic DMARDs cannot be recommended for
et al. 2021). In addition, there is some data that suggests that elderly RA patients.
rituximab may be more effective in seropositive compared to Reality: Many elderly patients with RA will not achieve
seronegative RA (Lal P, et al. 2011). remissions with methotrexate, partly because of the long
duration of the disease in many of these patients and the fact
Pearl The Janus kinase 1 (JAK1) inhibitors, including that the percentage of patients who are treatment-refractory
tofacitinib, baricitinib, and upadacitinib, are effective for is high among the elderly. Thus, many elderly patients will
both the treatment of early and established RA both alone be candidates for additional therapies, namely, bDMARDs
and in combination with methotrexate. and small molecules. Judicious use of these treatments in the
Comment: The JAK1 inhibitors, increasingly used for elderly is preferable to permitting undertreated disease to
the treatment of RA, offer the advantage of oral administra- persist and to using excessive doses of glucocorticoids on the
tion. Clinical trial results attest to their efficacy in patients misbegotten notion that glucocorticoids are a safer approach
who are either DMARD-naive (Lee et al. 2014) or who have in this population.
failed to respond adequately to methotrexate therapy (van
der Heijde et al. 2019; Fleischmann et al. 2019). JAK1 inhib- Pearl Patients who fail a primary induction course with
itors slow radiographic progression of RA and compare rituximab may benefit from a second try.
favorably with bDMARDs for clinical efficacy. In RA Comment: For seropositive RA patients treated with
patients who have an inadequate response to methotrexate, RTX who are primary nonresponders, second cycles often
the addition of a JAK inhibitor is equally or more effective produce better results. A possible explanation is that patients
than the addition of a TNF inhibitor. with high plasmablast numbers require higher doses of RTX
for depletion, but still respond eventually. Another possibil-
Pearl JAK inhibitors may be useful in difficult-to-treat RA. ity is that deeper depletion of B cells overall is required to
1 Rheumatoid Arthritis 15
achieve a response in some patients, and this deeper deple- tor for this complication and is a contraindication to
tion is achieved with a second course of rituximab. tocilizumab use.
Investigators in one study that examined this question for-
mally found that 26 weeks after the second cycle in primary Pearl Use caution when employing JAK inhibitors in a RA
nonresponders, there was a significant improvement in the patient with risk factors for cardiovascular disease or
Disease Activity Score in 28 joints (DAS28). By that time, thrombosis.
72% of the previously refractory patients had exhibited a Comment: A meta-analysis of randomized clinical trials
EULAR response (Vital et al. 2010). of JAK inhibitors reported no difference in venous thrombo-
embolism (VTE) rates after short-term exposure to these
Pearl Neutralizing antibodies (human anti-chimeric anti- drugs (Xie et al. 2019). However, an increased risk of VTE,
bodies (HACA)) may decrease the efficacy of infliximab or particularly pulmonary embolism, was associated with long-
other injectable biologics over time. term tofacitinib use (Mease et al. 2020). It should be noted
Comment: Secondary failure, i.e., the loss of a response that this risk was observed at doses higher than those
after an initial improvement, may be due in part to the devel- approved by the FDA for RA treatment. In addition, sub-
opment of neutralizing antibodies (Moots et al. 2017). analyses of RA patients receiving tofacitinib demonstrated
Strategies for managing this potential complication include that those with baseline cardiovascular and thromboembolic
concomitant use of an immunosuppressive agent such as risk factors were more likely to experience thromboembolic
methotrexate. For infliximab, prolonged intervals between events compared to those without such risk factors. Thus,
stopping and re-starting infliximab are associated with a these medications should be avoided or used with extreme
greater risk of HACA development. caution in RA patients with histories of or risk factors for
thromboembolism.
Myth Antidrug antibodies occur rarely in patients treated
with monoclonal antibodies but often cause problems when
they develop. Comorbidities
Reality: The vast majority of patients who are treated
with monoclonal antibodies do develop antibodies against Pearl Screening for diabetes is important in primary pre-
the drugs (Atiqi et al. 2020). Fortunately, in most cases, there vention of cardiovascular disease in RA.
are no clinical consequences. In some cases, however, these Comment: RA is associated with an increased risk of
antidrug antibodies lead to either adverse effects or loss of diabetes mellitus (Tian et al. 2021), a fact supporting the
efficacy over time. concept that inflammatory pathways are involved in the
pathogenesis of diabetes. In a cross-sectional study of the
Myth Complete remission without the need for treatment is Canadian Early Arthritis Cohort, metabolic syndrome was
hardly ever seen in RA. found to be common in patients at presentation, affecting
Reality: Several long-term studies have suggested that up 30% of patients at baseline (Kuriya et al. 2019). Pro-
to 15%–20% of patients achieve treatment-free remissions. inflammatory cytokines block the effects of insulin
Understanding the mechanisms of these “cures” is of one (Hotamisligil et al. 2017).
rheumatology’s holy grails. One meta-analysis found that RA patients on methotrex-
ate treatment have a lower risk of developing type 2 diabetes
compared to those not exposed to methotrexate (Baghdad
Adverse Effects 2020). A reduction in the incidence rate of type 2 diabetes
has also been reported among patients using other conven-
Pearl Tocilizumab is linked with increased risk for lower tional synthetic DMARDs, including hydroxychloroquine
gastrointestinal perforation. (Wasko et al. 2007), as well as biologic TNF inhibitors and
Comment: Patients treated with tocilizumab have a IL6 receptor blockers. Regular cardiovascular risk assess-
higher risk for lower gastrointestinal perforation compared ment and screening for cardiovascular disease risk factors
to patients receiving other bDMARDs. Of note, symptom- such as diabetes mellitus are essential first steps in the pri-
atology can be subtle, and the laboratory effects of tocili- mary prevention of cardiovascular disease in RA (Schmidt
zumab may blunt clinical suspicion of this complication et al. 2018).
(e.g., the C-reactive protein concentration may be suppressed
by tocilizumab’s mechanism of action, interleukin-6 recep- Pearl Depression is often underestimated in rheumatoid
tor blockade). Previous diverticulitis is an important risk fac- arthritis.
16 K. D. Deane et al.
Comment: Prevention of deformity and functional loss ejection fraction. Other milder inflammatory states such as
has become an imperative of RA management and the moti- obesity and diabetes are also associated with
vation for treat-to-target approaches in pharmacological HFpEF. Nevertheless, RA patients with heart failure are less
management. However, many areas of contemporary unmet likely compared with controls to report typical heart failure
need are subjective in nature and may be overlooked if the symptoms such as paroxysmal nocturnal dyspnea or orthop-
only treatment emphasis is on protocol-driven management nea (Davis III et al. 2008). For these reasons, heart failure
of composite scores of disease activity (Taylor and Pope may be underdiagnosed in RA.
2019). For example, depression is often underestimated in Cardiac imaging findings predictive of heart failure may
patients with RA and its management too-long delayed be found in some RA patients without clinical signs or symp-
(Hider et al. 2009; Taylor and Jain 2018). Depression, toms of heart failure. These include higher left ventricular
encountered in about 15% of RA patients, is associated with mass in RA than controls (Aslam et al. 2013; Corrao et al.
worse clinical outcomes (Matcham et al. 2013). 2015), as well as higher rates of late gadolinium enhance-
Mood symptoms may be ameliorated by antidepressives ment on cardiac MRI or 18fluoro-deoxyglucose (18FDG)
and non-pharmacological intervention strategies including uptake on positron emission-computed tomography (PET/
yoga, mindfulness meditation, and emotion regulation ther- CT) scans. These imaging studies indicate the presence of
apy (Zautra et al. 2008; Gautam et al. 2019). These interven- subclinical myocardial fibrosis or myocarditis in some RA
tions, in turn, contribute toward improvement in composite patients without cardiac symptoms (Ntusi et al. 2015;
scores of disease activity (Michelsen et al. 2017). In some Amigues et al. 2019).
cases, TNF or IL6 inhibition may also improve depressive In summary, RA patients with new-onset of dyspnea or
symptoms as well as symptoms and signs of inflammatory peripheral edema should be evaluated for heart failure – par-
joint disease. Whether this is because improving inflamma- ticularly HFpEF. The possibility of interstitial lung disease, a
tory arthritis serves to improve mood or whether there is well-known extrapulmonary manifestation of RA, should
some central effect of these anti-cytokine approaches on also be remembered.
depression has not been delineated clearly.
Myth Cardiovascular risk factors confer the same risk for
Pearl RA is an independent risk factor for cardiovascular cardiovascular outcomes in patients with RA as they do in
disease. the general population.
Comment: Several studies show that cardiovascular dis- Reality: Several studies have demonstrated that the impact
ease is the leading cause of death in patients with RA. In a of conventional cardiovascular risk factors on ischemic events
meta-analysis, the risk of cardiovascular death was 50% (including heart failure) is less pronounced in RA compared to
higher in patients with RA compared with the general popu- non-RA patients. Such risk factors include hypertension, dys-
lation (Avina-Zubieta et al. 2012; England et al. 2018). The lipidemia, abnormal body mass index, diabetes, and alcohol
elevated risk of developing cardiovascular disease in RA is abuse. The heightened risk of poor cardiovascular outcomes in
hypothesized to be due to robust systemic and vascular RA therefore likely stems from complex interactions between
inflammation, glucocorticoids, and an enhanced prevalence these traditional risk factors and unmeasured inflammation
of traditional cardiovascular risk factors. Seropositivity forassociated with RA (Crowson et al. 2005).
RF or ACPA are also recognized to be risk factors for cardio- The upshot of these findings is that in the interest of car-
vascular mortality (Symmons and Gabriel 2011), suggesting ing for the full patient, rheumatologists must strive not only
a pathway between RA-associated autoimmunity and inflam- to control joint inflammation but also to identify and modify
mation and cardiovascular risk. traditional cardiovascular risk factors whenever possible,
recognizing that RA itself is an important risk factor for car-
Pearl Heart failure is prevalent in RA and is under- diovascular disease (Blanken et al. 2021).
recognized as a cause of cardiovascular mortality in RA
patients. Pearl Patients receiving long-term hydroxychloroquine use
Comment: Multiple studies demonstrate a nearly two- should be monitored for cardiotoxicity.
fold increased risk of heart failure and heart-failure- Comment: Hydroxychloroquine is not used in RA as fre-
associated mortality in RA compared to non-RA (Nicola quently as other DMARDs due to higher efficacies of the
et al. 2005, 2006; Davis III et al. 2008). This observation other DMARDs. However, when used over a prolonged
holds true even when adjusting for coronary artery disease, period of time, hydroxychloroquine use requires monitoring
supporting an independent contribution of inflammation to for cardiotoxicity in addition to its more widely recognized
heart failure risk in RA. retinal toxicity.
Recent data suggest that the predominant phenotype of Hydroxychloroquine-related retinopathy, hyperpigmenta-
heart failure in RA is “HFpEF” – heart failure with preserved tion, and cardiomyopathy are thought to arise from long-
1 Rheumatoid Arthritis 17
term storage of its metabolite, 4-aminoquinolone, in the In short, some RA patients have an increased risk of ILD
retinal pigment epithelium, in the skin, and in the myocar- associated with their underlying disease, but there appears to
dium. Accumulation of hydroxychloroquine metabolites in be no enhancement of that risk associated with methotrexate
the myocardium may lead to concentric ventricular hypertro- treatment (Ibfelt et al. 2021). Methotrexate use is sometimes
phy and heart failure with restrictive physiology, as well as avoided in patients with pre-existing RA-ILD in order to
conduction system abnormalities. Both third-degree atrio- avoid further lung function compromise in the event of an
ventricular block and fatal tachyarrhythmias are known com- allergic bronchopulmonary reaction. Discontinuation of
plications of long-term hydroxychloroquine. longstanding methotrexate treatment, however, is unneces-
The characteristic histopathologic feature in hydroxy- sary and perhaps counterproductive if the ILD is detected in
chloroquine cardiomyopathy is the presence of vacuoles a patient who has been on the drug for many years to good
inside cardiomyocytes that are periodic acid Schiff stain effect (Sparks et al. 2019; Juge et al. 2021).
negative. Fifteen of the 42 case reports of hydroxychloro-
quine cardiomyopathy confirmed by endomyocardial biopsy Pearl The effects of biologic therapies in patients with viral
were RA patients who had used hydroxychloroquine for hepatitis differ depending on the specific form of hepatitis.
more than 10 years on average, achieving a mean cumulative Comment: Well-documented, life-threatening, or fatal
dose of >1600 g (Yogasundaram et al. 2014). The other cases flares of hepatitis B virus infection can occur in patients
were patients with other rheumatic diseases. treated with rituximab (Loomba and Liang 2017). Clinicians
Current ACR guidelines do not make any specific state- should also exercise caution in patients with prior hepatitis B
ments regarding screening for cardiac toxicity with hydroxy- exposure (hepatitis B core antibody positive). However,
chloroquine. However, given the potential morbidity and the rituximab can be used safely in patients with hepatitis B
fact that early hydroxychloroquine-associated cardiotoxicity virus infection provided that antiviral agents are employed
is reversible if the drug is stopped, screening long-term users simultaneously. Treatments to prevent hepatitis B reactiva-
with an electrocardiogram is reasonable. Transthoracic echo- tion such as entecavir are simple to take (once-a-day oral
cardiography, cardiac MRI, and even endomyocardial biopsy medications) that are tolerated extremely well. They should
can be considered in patients with abnormalities identified in be used along with rituximab if B cell depletion is the opti-
the screening algorithm. mal approach for treating the patient.
Hepatitis C virus infection, in contrast, does not appear to
Myth Methotrexate causes interstitial lung disease (ILD) be a pose a major obstacle to therapy with rituximab.
in RA. Although an increase in viral load has been reported with
Reality: Methotrexate is an established cause of pneumo- rituximab use, this is not typically associated with worsening
nitis. Methotrexate pneumonitis, however, which is consid- of the underlying liver disease (Vigano et al. 2012).
ered to be a hypersensitivity reaction to the drug, usually Patients on TNF inhibitors are also at risk for hepatitis B
occurs early after methotrexate commencement. reactivation if they are anti-hepatitis B core antibody posi-
Methotrexate-associated pneumonitis should not be con- tive. They should also be treated prophylactically with
fused with the ILD caused by RA itself. The presence of ILD entecavir.
in RA is not a contraindication for treatment with methotrex-
ate (Fragoulis et al. 2019a, b). Myth Biologic agents can be used safely in combination to
The prevalence of ILD in RA over a quarter century was treat RA.
investigated in two early inflammatory arthritis inception Reality: A recent meta-analysis indicated the combina-
cohorts recruited in the UK and Ireland (Kiely et al. 2019). tion of two biologic therapies for RA increased the risks for
The diagnosis of ILD in these RA patients was confirmed by side effects, particularly the risk for serious infections
plain radiography, high-resolution CT, and pulmonary func- (Boleto et al. 2019). In 2004, the results of a randomized,
tion tests. A smaller percentage of patient treated with meth- controlled clinical trial were published that showed a dou-
otrexate developed ILD compared to those not treated with bling of serious infections in patients receiving etanercept
that medication: 2.5% versus 4.8%, respectively. and anakinra in combination compared to etanercept alone,
Patients developing RA-ILD were more likely to have an without any incremental clinical benefit (Genovese et al.
older age at RA onset and certain other risk factors, as well: 2004). This trial was followed by a 1-year, randomized,
male sex, smoking, seropositivity for either RF or ACPA, placebo-controlled, double-blind trial that compared intrave-
rheumatoid nodules, higher disease activity, and delayed nous abatacept therapy plus etanercept versus etanercept
time between symptom onset and treatment initiation. These alone (Weinblatt et al. 2007). Although the ACR20 response
data suggest that the early use of methotrexate may in fact be rates were not significantly different between the combina-
protective against RA-ILD. tion regimen and etanercept alone, only 3 of 85 participants
18 K. D. Deane et al.
in the combination arm had serious infections compared titers against influenza than the group that continued metho-
with 1 of 36 participants treated with etanercept alone. Other trexate, without significant flare of RA disease activity.
combination trials suggest a low but higher rate of serious Therefore, for RA patients on stable doses of methotrexate,
infections using various combination biologic therapies and consideration should be given to holding methotrexate for
little evidence to support any additive benefit from using the 2 weeks after influenza vaccine. There is additional guidance
two biologics in tandem. Clinicians should avoid using two on adjustment of DMARDs around vaccines for COVID19
biologic or targeted synthetic disease-modifying drugs at the that are put forth by the American College of Rheumatology;
same time unless it is part of a research study. this is an evolving area but recommendation including hold-
ing conventional DMARDS such as methotrexate for 1–2
Myth DMARDs and biologic therapies reduce the occur- doses after each vaccine, as disease activity allows (Curtis
rence of adverse cardiovascular events in RA. et al. 2021).
Comment: Retrospective case-controlled studies suggest Myth The shingles vaccine is not recommended for patients
that methotrexate and TNF inhibitors decrease cardiovascu- receiving a TNF inhibitor.
lar morbidity and mortality in RA and that glucocorticoid Reality: Patients with RA receiving a TNF inhibitor and
use may increase risk (Ozen et al. 2021; Day and Singh other biologic and targeted synthetic disease-modifying ther-
2019; van Halm et al. 2006). However, these outcomes have apies are warned to avoid live vaccines. Indeed, the first vac-
not been substantiated by evidence from prospective studies cine for shingles (herpes zoster) was a live vaccine and was
or randomized, controlled clinical trials. The challenge has contraindicated in patients taking biologics. However, the
been the low cardiovascular event rate in patients with RA newest shingles vaccine (Shingrix) is a recombinant zoster
and therefore the need to investigate this question using sur- vaccine and may be administered to any patient with RA
rogate biomarkers of cardiovascular outcomes. regardless of their treatment regimen.
In an early RA inception cohort, patients were allo- It remains possible that concomitant treatment with
cated randomly to receive etanercept, methotrexate, or disease-modifying agents may attenuate the immune
methotrexate using a treat-to-target therapy and followed response to the shingles vaccine. The optimal approach to
for 2 years using cardiac magnetic resonance imaging administering this vaccine has not been established in a clini-
(Plein et al. 2020). They found that patients with early RA cal trial. Nevertheless, the new recombinant zoster vaccine
had reduced aortic distensibility and left ventricular mass appears to be relatively safe and disease flares have occurred
and higher myocardial extracellular volume (e.g., diffuse in fewer than 10% of patients with RA that had received it
myocardial fibrosis) compared with controls. The results (Stevens et al. 2020).
from this study showed that DMARD therapy regardless
of treatment assignment was associated with improve-
ment in aortic distensibility, a modest increase in left ven- References
tricular mass, and no change in myocardial extracellular
volume. It remains to be shown in a randomized, con- Ahern M, Lever JV, Cosh J. Complete heart block in rheumatoid arthri-
trolled clinical trial whether treatment of RA with a TNFi tis. Ann Rheum Dis. 1983;42(4):389–97. https://doi.org/10.1136/
or indeed, any DMARD, can improve cardiovascular out- ard.42.4.389.
Aletaha D, Neogi T, Silman AJ, Funovits J, Felson DT, Bingham CO 3rd,
comes. Such a clinical trial that would require thousands et al. 2010 Rheumatoid arthritis classification criteria: an American
of participants. College of Rheumatology/European League Against Rheumatism
collaborative initiative. Arthritis Rheum. 2010;62(9):2569–81.
https://doi.org/10.1002/art.27584.
Amigues I, Tugcu A, Russo C, Giles JT, Morgenstein R, Zartoshti A, et al.
Immunizations in RA Myocardial inflammation, measured using 18-fluorodeoxyglucose
positron emission tomography with computed tomography, is
Pearl Holding methotrexate for 2 weeks after influenza vac- associated with disease activity in rheumatoid arthritis. Arthritis
cination improves antibody response. Rheumatol. 2019;71:496–506.
Andres M, Vela P, Romera C. Marked improvement of lung rheumatoid
Comment: Therapy with methotrexate has been associ- nodules after treatment with tocilizumab. Rheumatology (Oxford).
ated with a 10%–15% reduction in the response to the influ- 2012;51(6):1132–4. https://doi.org/10.1093/rheumatology/ker455.
enza vaccine. In a subsequent clinical trial in which RA Arnett FC, Edworthy SM, Bloch DA, McShane DJ, Fries JF, Cooper
patients were randomized to hold methotrexate for 2 weeks NS, et al. The American Rheumatism Association 1987 revised cri-
teria for the classification of rheumatoid arthritis. Arthritis Rheum.
after seasonal quadrivalent influenza vaccination versus con- 1988;31(3):315–24. https://doi.org/10.1002/art.1780310302.
tinued methotrexate (Park et al. 2018), the hold group Aslam F, Bandeali SJ, Khan NA, Alam M. Diastolic dysfunction
achieved a higher satisfactory vaccine response, a higher in rheumatoid arthritis: a meta-analysis and systematic review.
seroprotection rate, and a higher fold increase in antibody Arthritis Care Res. 2013;65:534–43.
Another random document with
no related content on Scribd:
hits such homes they will burn so fast the occupants won't
have time to save themselves, let alone the home."[15]
"New York (AP)—Fire losses in the United States reached
an appalling all time high of $700,000,000 this year."[16]
He led me through their living room, bedrooms, library, fumigating
and disinfecting closets, toilet and shower closets without bathtubs.
When I asked him about the tubs, he said bathtubs were not used on
Mars, as they were unsanitary and unsafe.
We then went into their spacious dining room, where Mrs. Savona
was arranging the table. "I have arranged to serve luncheon in
privacy here; this room is thought transmission proof, so we can
freely talk. I want you to be comfortable. Our guest room is ready for
you. You can occupy it as long as you are on this planet. Mr. Savona
and Xora will keep you busy showing you around. In a few days you
will find your way by yourself, and you will be able to locate and visit
your fellow Earth men."
Passing through the dining room, we went into the kitchen, which
had all kinds of improved machines to help make kitchen work more
efficient and pleasant. Walls, floors, and ceilings were of glossy
white. But there was no sink. I asked about it.
"In our small homes we did away with that drudgery and servants
long ago. Our dishes and silverware are cleaned at our central
dishwashing department."
He led me to a closet with a continuous moving escalator dumb-
waiter. "After our meal we place our dishes, silverware, and
glassware, all of which have our name and number, on trays going
down. When they reach the bottom, they automatically land on a
conveyor belt which takes them directly to the central dishwashing
and sterilizing machine; they come back, clean and sanitary, the
same way."
"What do you do with your garbage and rubbish?"
He took hold of the knob of a small door in the wall beside the dumb
waiter.
"Oh," I said, "that's your incinerator."
"No," he replied, "we do not burn such valuable materials. We put
our garbage into paper bags, seal it, and throw it into this opening. It
reaches a garbage car which takes it to a large factory where it is
turned into fertilizer. Our rubbish is wrapped up and sent down the
dumb-waiter. The belt conveyor takes it to the assorting room, and
again by belt conveyors for long distances to our factories. Very little
is wasted.
"The kitchen in our home is seldom used. Underneath the court
there is a large central kitchen, where any housewife can have her
dinner cooked. She either just brings her raw food to the chef, or
gives him directions over the phone, telling him for how many people
and the time to be served. If the chef needs raw foods, he sends to
the commissary department.
"The commissary department supplies foods and beverages to all
the residents of a community of five or more courts. It is also an
ordering and receiving station from our main depots, which you have
seen from the air. Daily supplies are shipped from the depot by our
underground freight cars. Emergency shipments are made by
messenger planes."
"Does the commissary department ever run short of supplies
because of an unusual demand?" I asked.
"If it does, it can then requisition from another nearby department,"
he answered. "If people are inclined to be gluttonous, and it happens
at times, even here, we ration them. That situation doesn't arise
frequently, however, and when it does, we study the individual to find
out what causes this unhealthy habit and help him to eliminate it.
Individuals are very quickly cured from such an unhealthy inclination.
"In the court along the kitchen, there is a public dining room where
each family has a permanently reserved table. Menus are made up
daily, by competent dietitians, who offer nourishing dishes adapted to
the special needs of age, activity, and physical condition of the
individual. When we wish a specially cooked dinner, we must notify
our chef about the change of our menu. Sometimes my wife cooks a
special dinner herself, in one of the small kitchenettes adjoining this
large kitchen. It is only when we have special company that we dine
in our homes."
Mrs. Savona announced luncheon. A metal cooker on the table did
the roasting right in front of us by electronic high frequency short
wave radio. The heat generated in the food cooked it in seconds. It
was so wonderfully flavored and tasty that I enjoyed several
helpings. I complimented my hostess on her good cooking, asking
her if all housewives on Mars were such good cooks.
"Oh, yes, and some are better. A great many are specialists in the
different branches of culinary arts. But we all stress a wholesome
diet. All our girls must take courses in home economics as well as in
practical nursing, pediatrics, and at what you call baby sitting; they
are frequently called to care for children when their parents go out.
We all get, in our court, a week's turn to work and help in our kitchen.
Kitchens in every court are operated by the residents, other
residents operate our dining rooms; but it is all done under the
supervision of our chef and head waiter.
"We live in what you earth people would call a community style.
Every community has five or six courts, as you must have seen from
the air, laid out in cluster near each other. The young couples like
ourselves who bring up families and who need more rooms occupy
single homes or two family homes. The four-story apartment houses,
which surround the larger courts, are occupied by people who have
already raised their families and who need less space.
"Every community has its preliminary school, hospital, and with
provisions for one bed for every twenty persons and one physician
for every fifty adults or twenty-five couples and their families in the
community. There are also a drug store, theatre, moving picture and
television house, gymnasium, dance hall, for the young boys and
girls, social clubs for the young and the aged, music band, skating
rink during the winter, and indoor and outdoor playgrounds for the
very young children. Of course, there is constant intermingling,
between those living in adjoining and other communities.
"We also have our own court of justice presided over by a conciliator
chosen from our retired aged residents every year. This court settles
our personal disputes. If we wish, we can call in an outside impartial
arbitrator. We also have in this city a superior court of appeal,
presided over by ten retired, aged Martians who are elected by all
our city residents for a four year term. Anyone can appeal his case
and get a hearing. Our court, comparable to your Supreme Court, is
also located in Amboria."
Mrs. Savona addressed Xora. "Do not forget that after the next two
weeks you will take your turn as nurse's aide in the hospital. You had
better make the most of your time now in showing around our Earth
guest."
Luncheon over, Xora suggested taking a walk. "It's a favorite
diversion of ours," she said. "You can more readily observe our
ground surface while we are strolling."
We went into a spacious outside court with trees, and close cut
lawns. She led me out of the court through an opening in a
beautifully trimmed hedge which she told me surrounded the five or
six courts forming their community. Beyond the hedge, running east
and west, one hundred fifty feet away, was another hedge. The
space between was a street without sidewalks. Along the hedges on
both sides were lines of beautifully shaped shade trees, at equal
distances from each other, carefully pruned to allow shade as well as
sunshine and beauty. There were comfortable benches under them.
Parallel to both hedges were two twenty-five foot strips of beautiful
green lawns in lieu of sidewalks. Between these strips were two
twenty-five foot pathways, paved with a cork or ocean tree lumber
surface, easy and resilient to walk on. In the center and between
these pathways was a fifty foot wide full length flower bed with
passages every 200 feet leading to fountains and statues in the
midst of the flower beds. Happy couples, both young and old,
strolled arm in arm or sat on the comfortable benches. The sweet
scents of beautiful flowers, the freshness of vegetation, and the
pleasant chirping of birds were unspoiled by traffic, and industrial
noises. At the end of these hedges, we came to a very wide cross
street or avenue, lined with pruned and beautifully shaped shade
trees. It seemed as if every street had its own style of trees.
I asked Xora, "I noticed from the air the absence of vehicles on your
streets, and I see none now; don't you use your streets even for
deliveries?"
"No, all our traffic for deliveries and collections is done underground.
To avoid accidents, individuals are forbidden to drive vehicles on the
streets or to walk in our subways. Nor are children allowed to ride
bicycles on the surface as they do on earth. We have no streets, as
you call them. We call them parkways, and they are used exclusively
for our pedestrians, who can walk, rest, and cross in perfect safety,
even in the dark."
"Then you have no street accidents, and even an unattended blind
man can safely at any time cross your parkways in any part of your
city?"
"Yes," she answered, "providing he knows directions and carries a
blind man's feeling compass."
It was a relief to cross safely without trying to find traffic lights, or
stopping to look both ways for approaching automobiles. My
precautions in crossing remained with me for some time, to the
merriment of Martians with whom I happened to be walking.
However, back here in New York I have almost been run over
several times because of my forgetfulness. I did not see a street
policeman there of any kind; a fact which impressed me then, and
occurred to me later. What a relief not to have to run across streets
dodging automobiles and fire engines! The indescribable pleasure of
children playing and the birds twittering added to my feeling. I was in
a land of enchantment.
In the center of the crossroads was an attractive pavilion with
awnings all around it, and with dainty little umbrella tables outside.
Many people were sitting around the tables with refreshments. Xora
led me to a vacant one where a courteous attendant seated us and
gave us a menu with a list of all kinds of ice creams, drinks, fruits,
cakes, and dainty candies. My companion gave the order, after
translating the menu for me. Everyone enjoyed these simple
refreshments in a happy orderly manner. No barkeepers, with their
noisy customers guzzling alcoholic drinks, no disgusting drunkards,
no promiscuous petting, no attempt at pick-ups, no vulgarity, and no
high class "Cafe Society."
In a very comfortable corner spot, there were about five vacant
tables decorated with pennants on top of the umbrella poles. I asked
Xora why these tables were vacant. She said they were reserved for
the over-aged and high ranking members and their immediate
families. So were the best seats in all public assemblies. Others had
to take seats according to their rank and grade degree. Her family
had to take balcony seats, because neither of her parents had as yet
reached higher than the fifth grade.
Bowls of beautiful fresh, conserved, and dried fruits and nuts of
many varieties were placed on our table. Xora said they were not the
best of their kind. The choicest food from the commissary and the
best articles from the general stores were first allotted to the
crippled, the disabled, the sick, the aged, and the high ranking
members and their families.
Momentarily forgetting what her grandfather had told me, I reached
into my pocket for some gold pieces to pay for the refreshments. She
started to laugh and said there was no payment.
"In that event," I said, "I can sit here all day and gorge these, and go
to other pavilions when the supply here is low."
"You can do that," she said, "but you will soon become satiated and
you will not take advantage of such privilege. It's only the small
children who are tempted to partake of more than is good for them.
They are not served without their parents, and they are taught
restraint. These pavilions are at every crossing and are supplied
continually by one of the four adjoining communities for a week each
in their turn. Each community tries to outdo the other in quality and
service, so as to attract more guests. Pavilions and benches on all
our streets contribute a great deal to our social intermingling,
especially during the afternoon teas."
"To whom are all these refreshments charged? There must be an
enormous supply consumed daily."
"They are charged against the account of public supply," she
answered.
"Is there no payment for anything you get here?"
"No! It certainly looks very droll to us when we observe your
payments, your nuisance taxes and all other taxes and licenses you
impose on your citizens.
"Think of your federal, state, county, and city taxes, your licenses,
assessments, permits, and tariffs. How about your large army of
salespeople, cashiers, bookkeepers, examiners, accountants, and
others? Cash registers and office machinery and other derivative
occupations pertaining to your money handling, including your
assessors, collectors and other employees, all wasting their time in
these your boundless non-productive occupations."
For a minute I didn't answer. Then I commented, "your street
cleaners certainly keep your streets in perfect condition. I see no
dust, rubbish, leaves, or papers flying around."
"Of course not," she answered in an offended manner. "We have no
street cleaners, no garbage collectors who, like your Earth ones,
collect rubbish and openly spill it into their wagons, fouling the air of
the whole street for the passersby. Our volunteer gardeners prune
our trees and shrubberies, cut and trim our hedges and lawns, and
plant and keep our flower beds. They have up-to-date tools and
machinery, as well as strong vacuum pumps to take up the dust, and
dead leaves from lawns and walks. The leaves are used for fertilizer.
They take great pride in their work, and each group tries to outdo the
other in keeping the parkways and streets clean and beautiful. In the
winter time we have no snow, ice accumulations, or slippery walks,
because they all are provided with hot water pipes below the
surface."
"I have not seen a foot policeman anywhere. Don't you have them,
or need them?"
"We do not need them," she replied, "with the exception of a few as
directors of air traffic, and one in every court of justice. Neither do we
have or tolerate your tyrannical secret police, or investigating agents.
Have you noticed that we have no locks on our doors or latches on
our windows? No one possesses anything that someone else would
take away or could not obtain himself. We have nothing of such
value that it has to be hidden under lock and keys, put into safes or
safe deposit boxes, or protected by burglar alarms."
"I am surprised," I told her, "that I haven't seen any people of another
race on your walks or in your pavilion. There were many blue and
green Martians on your grandfather's flight ship. Would you serve
any of them at this pavilion?"
She answered with astonishment, "Why not? They would receive the
same service you had."
"Do they live in separate quarters in this city?"
"Oh, no, they don't live among us. But those that visit us, or are
tourists or members of our council, reside here temporarily with us.
They, with their families, occupy some of the best suites in our
largest and best hotels, where travelers and tourists from other cities
and continents of all races reside while in Amboria. They mingle
freely with us, without discrimination, mainly in the center of the city.
When we visit there, you will see many of them."
"You mean that only the people of the white race are permanent
residents of this city?"
"You seem surprised. You're probably judging us by Earth standards.
There, even good citizens supposedly, calling themselves Christians,
practice forms of discrimination. They have no tolerance of other
religious faiths; no tolerance of racial groups. Even in social life,
clubs and other organizations by gentleman's agreement exclude
certain races and creeds. In business a man's ability counts less
than his social connections. This to us seems unfair."
"But how can you eliminate such castes," I asked. "You have your
principles of democracy," she answered. "If your people would follow
them, even follow the principles of their religious creeds sincerely,
intolerance, injustices, and bigotry would soon vanish.
"I have learned in school the history of Earth through moving
pictures taken from our television. We've used television for
thousands of years. We actually see what has happened and what is
now happening on your Earth. We have no white supremacy. Our
white race has never wanted to enslave, exploit or govern our other
races. We have no underprivileged groups of our own or any race.
We have found it best for every race to permanently occupy and
reside within the continent and climate where nature originally
planted it and to have its own territory and sphere of influence. It
takes all our races combined to amicably govern the inhabitants of
our planet; we cooperate with each other, and compete in our
achievements, for the benefit of us all. All our continents and races
are amicably and completely interdependent.
"Scientists, inventors, students, and teachers of one race often
attend universities of other races to learn of their new discoveries
and improved methods and mechanics. Ideas, information, and even
machines are freely exchanged between our races. We equally
share with other continents and races those natural, mineral, and
other products, that we have, and they need. They do the same with
us. We even ration among us the scarce products. Unlike your
greedy nations, we do not forcibly grab or extort from other
continents.
"Each race has its own schools of all types, cultural, professional
and trade.
"There is equal representation in our Supreme Government Council.
The President of our Council, or of Mars, can be either male or
female and of any race. In fact, quite often our President is not of the
white race.
"Our other races are just as careful and as proud to maintain their
purity of race as we are. Our laws in that respect are very strict all
over Mars. All of us up to the tenth grade degree, including adult
children of Sun-Rank members, on this globe have the same
standard of living, and we are happy together; difference in race is
no problem to us."
"I certainly am impressed," I answered, "you people certainly solved
that problem easily. You have done away with intolerance, and all the
grievances of discrimination. Tell me more about your governing
class."
"We have no class or racial distinction, no titled nobility, no high and
low castes of society, no dollar aristocracies, no so-called upper
classes, and no retired rich idlers nor jobless poor ones.
"We have one governing upper class, our aged citizens. They have
the intelligence and wisdom that come from maturity and experience.
They act on committees of conciliation and arbitration between
workers, foremen and executives. If their physical and mental
abilities show a natural decline with age, they apply and are elected
to the more easy government and municipal offices, according to
their capabilities. Our factories have separate apprentice craft
training and finishing school shops, where productive speed is non-
existent. The shops are staffed by our qualified aged, as teachers.
Skilled aged workers are frequently used for precision work.
"By this method, we are able to keep our older people busy and
contented. They give us the best of their experience as long as they
feel able to do so. They keep their self-respect as useful citizens.
"They are our government elected executives, and officials. They are
selected and nominated by their parties, and elected by the people,
as an honor, and as a duty. But only of those who have not reached
the Sun-Rank degrees. Sun-Rank degree members do not and are
not allowed to occupy these offices. A government office with us in
an honorary position without any extra emoluments. Whereas on
your earth very often loyal party members and those who liberally
contribute to its political campaigns reach and get lucrative offices,
and favors."
"How about political parties?" I asked.
"In every one of our races we have sometimes as many as five
political parties, although we don't make a career of politics.
Government executives and officials are not allowed to influence or
bring pressure in favor of or against candidates.
"Because of our system, we don't need homes for the aged, where
every day some of the inmates die, and where they talk of death and
plan and prepare for it years in advance. We give them a full life.
They do not sit around stagnating. They are carefully watched by our
medical department. Our aim is to have them live the longest
possible time and not get tired of it. Thus, most of them live longer
than they would otherwise, and die in harness. Our love and respect
for them intensify our desire to have our aged parents, relations, and
all others live their full life span. They are no burden to us, and we
have nothing to gain by their early death. We are not like some of
you on Earth, eagerly looking forward to their demise to inherit their
fortune. All soft jobs, as you call them, such as employment bureaus,
government and municipal libraries, museums, and other public
offices are exclusively directed and staffed by them. These
appointments are made on a merit basis only. To the contrary, in your
country; so many high and low positions are filled from the ranks of
the politically faithful.
"We on Mars are wondering why your government has created what
you call the Federal Old Age and Survivors Insurance, through your
Social Security Boards, for your old people; and then provide them
with such a small pension. Not only are the old people neglected, it
seems to us, but money which could help them is lavishly spent on
sumptuous Social Security Board offices staffed by young, and high
salaried officials."
By this time my mind was alert. I listened even more carefully as she
summed up her argument.
"We know you have many healthy, self-respecting, sagacious old
people who would fill all those positions better and, I dare say, more
efficiently. At the same time, while thus employed, they would save
your Social Security Board a great deal in old age security
payments."
We were thus absorbed in our conversation at the pavilion. Now she
arose and asked me if I were ready to take a brisk ten mile walk to
the center of the city. "We all walk at least five or ten miles a day, rain
or shine."
I was surprised. "Don't you find taking such long walks harmful to
your feet?"
"Oh, no," she said, "on the contrary, it makes them stronger. It's
exhilarating and invigorating to walk and breathe fresh air. We enjoy
our walks because our shoes are comfortable and soft inside, and do
not deform our feet. They are made to order from lasts of perfect
molds of our feet and fit their functional requirements in motion. In
fact, with few exceptions, all our garments are and must be soft and
loose, so as not to create pressure, or friction to our skin. We believe
in plenty of exercise. Our women do not need, or use your corsets
and your other body torturing contraptions.
"While we walk, I shall try my best to explain to you the layout of our
city. This city, between its east and west rivers, is a little more than
twenty-five terrestrial miles wide. Let us call the pathways running
east and west, streets, and those running north and south, avenues.
They run parallel and at equal distances from each other. All our
communities cover equal surface space, a square fifteen hundred by
fifteen hundred terrestrial feet or 2,250,000 square feet. All the
communities except those adjoining the center oval are bordered
into exact squares by hedges, even though the buildings within may
be laid out in different shapes, so as to make the entire plan
symmetrical and harmonious.
"In the exact center of the city we have a large oval running north
and south. This oval is about five miles wide at the center and
narrows down at both ends to less than a mile; its full length is
twenty miles. The center part is the active spot. I know what you are
thinking—factories, office buildings, business houses. Oh, no. A few
of our manufacturing plants are across the rivers, but all of them are
located on our planet nearest to their natural sources of production,
as you already have been told."
We were so intent in our conversation that I was surprised when she
told me that we had reached the center. I have seldom on earth
covered such a distance in such a short time. I did not feel tired; it
was a pleasure to walk on the resilient pavements.
We were at the edge of a large lake where a great many people
were resting, sitting alongside or rowing in all kinds of boats.
Rainbow-colored fishes, of sizes up to 18 inches, freely and
fearlessly and swiftly glided in the water among all kinds of beautiful
swimming birds.
Xora pointed to an island in the center of the lake with a very large
pavilion. "Our Symphony Orchestra plays there in the late afternoon
tea period, and after dinner in the evening. This lake-shore is very
popular with our people. Others in their homes or sick in hospitals
hear it over their radios.
"There are three large artificial lakes here. The round center one is
the largest. The two oval ones at each end are both larger than your
New York Central Park. In the winter time they are covered with
young and old people skating and playing ice games. All about the
edges of this center are located our libraries, museums, opera
houses, theatres, hotels, stadiums, universities, theological
seminary, dance halls, and public buildings, as well as the stately
building of our Supreme Council of the Planet Mars."
"Where are your temples of worship, and to what kind of religion do
you people profess?"
"Our temples for religious services are located in this city within this
center. In our monotheistic religion we are not like you on Earth with
your many religious faiths which cause disruptions."
So I said, "I recall reading an article by Rev. Harry Emerson Fosdick,
in which he said we must face the fact that religion has helped make
the world a mess. Fosdick is a well-known writer and thinker. He said
that religious differences and prejudices set man against man.
Instead of unifying mankind, religion seems to divide it."[17]
"That's very true," Xora replied. "And at the same time your Earth
babel of over 2,500 languages divide your people too. Here in Mars
with a universal language and a universal deity we can come close
to the ideal of man understanding man."
"What kind of athletic games do you people indulge in?" I asked.
"Now coming back to this center; at both ends and middle sides of it,
we have large stadiums, each seating one hundred thousand
persons. We have games like your football, baseball, basketball,
tennis, running, figure skating, hockey. We also have our own body
flying stunts, for physical upbuilding and enjoyment. Large
exhibitions, performances, and circuses often take place here, but
with no brutal, hazardous and dangerous feats, such as your boxing,
wrestling, high trapeze swinging, wire rope walking, rodeos, bull
fighting, or wild animal training spectacles.
"Now, during our summer or early fall, it is not so crowded here. This
is our vacation and traveling period. Many people frequent the
seashores and the river beaches on both sides of Amboria."
I asked her, "Do you allow swimming in those rivers with all your city
sewers flushing into them?"
"Oh, no," she replied. "We are allowed to swim only in ocean or river
waters, where there are constant water changes, and not in rivers
where waters are used for drinking, and not, as you Earth people do,
in swimming pools. Moreover, our city sewers from toilets, and
dishwashing machines do not run into our rivers; they are too
valuable to be wasted. The sewerage is run or pumped to large
reservoirs with our garbage. The solid matter is taken out and
reprocessed into fertilizers, and the liquids are pumped to fertilize
our deserts and other lands that need it.
"The clean rain water washing down from roofs of buildings through
our rain spouts goes into another sewer line which spills it far out into
the ocean; the rain water from our streets is absorbed by the soil of
our lawns. We do not allow the pollution of our fresh river drinking
waters or our ocean beaches. Not like on your Earth where many
drinking water sources are simply open sewers, with one town
drinking sewage from the next upriver town. One of the worst
offenders is New York. It empties millions of gallons of inadequately
treated sewage into the harbor each day, consequently it makes
swimming at nearby beaches risky.
"Neither do we allow the pollution of our fresh air, as you Earth
people do with your sewage, gases permeating the air on your
streets and through roof vent pipes. These gases are absorbed by
our vacuum pumps and made use of either as fertilizers or as other
elements.
"We have read how you Earth people are made ill from poisonous
fumes that permeate the air in all your manufacturing cities. Los
Angeles with its smog is one of the worst offenders. We know that
chimney soot definitely produces cancer and that asthmatics' hearts
give out because they can scarcely breathe when the air is thick with
smog."
I asked her, "Don't the workers at these sewer pumps and fertilizing
plants feel a strong aversion for their work?"
"On the contrary," she answered, "for these services we have a long
waiting list of applicants from our most brilliant young volunteers.
Some of them have made very meritorious achievements, and a few
have reached our rank degrees. A youth is disgraced and ostracized
by our girls who does not put in his full volunteer year working
diligently at what you Earth people call the lowest menial
occupations.
"The youth who does the most menial work is the one we admire the
most, and the one we consider most honorable. Why should it be
menial, when after all, it is a mutual human service? We give to each
other, to the healthy and to the sick, service for their comforts. Would
you call the duties of mothers, nurses or physicians menial?
"We are shocked and amazed to see on your Earth so many of your
young, healthy, robust, energetic young men who without pride or
shame are engaged in many non-productive occupations as well as
in some which are detrimental to the rest of you. Our youths, in fact
all our workers, would indignantly spurn such employments.
"Nor would any of our youths marry a young lady who did not put in
her volunteer year as practical, probation, and aid nurse in our
hospitals.
"All these menial duties are done only by our young; these menial
duties are not so unpleasant as you may think. With our
improvements in automatic machinery, pumps, and vacuum
cleaners, there is little direct handling. Sanitary gloves and breathing
masks are worn when working at malodorous duties; thereby we are
completely protected from dirt and contamination."
All this conversation was certainly amazing to me. Finally, however,
Xora returned to explaining the city's plan to me.
"Let us go back to our city plan, I want to explain to you so that you
will be able soon to get around by yourself and find your Earth
friends.
"This oval, which, as you know, we call the center, divides our city
from north to south in half, with one part east of it, and the other part
west of it. The street number system is similar to yours in part of
New York. It is in Martian and not in your roman or arabic numbers.
Communities along the center east start with No. 1, First Street. First
Street begins at the most southern point near the ocean and runs
north, and all the other streets are parallel to it. Buildings around the
center are numbered, beginning at the southern end with No. 1,
Center Street East and No. 1, Center Street West, and going
northward on both sides.
"I have another surprise for you. For the last thousand years, our
forebears have anticipated that we would be able to carry off a
number of Earth men to our planet. Whenever they started to travel
in airplanes through the stratosphere. That is the reason we planned
this city when it was recently constructed, in this simple pattern.
When the Earth men came, we thought they could find their way
about more easily. We do not need such careful marking places for
we are like some of your animals, birds and fish. Your homing pigeon
can find its home from long distances; so can your fish, and often
your dog, cat, and horse. They have an acute development of the
sense of direction, and so have we. From land, sea, or in the air, we
can easily find our way and destination. When we are back home,
you will no doubt receive letters from your friends with their
addresses. Would you be able to find them now?"
"Of course I could, quite easily, when I have mastered your number
system; but if they live at distant points, I will have to travel. Will you
at first take me until I can find my own way?"
"Yes, I shall be happy to," she replied. "In the meantime, I want you
to know that my father has made an application for a license for you.
You will soon be called to our traffic bureau and instructed how to
operate our planes, and about our traffic rules. When you have
mastered both, you may select your plane and travel about by
yourself. For short distances, we either walk or use underground
conveyances. Now we will ride back to my home by underground.
"Our subway transits cover most of our city, going north and south
and east and west; every community has its stop-offs, both for freight
and for passenger trains."
We were by now on the same street as the community court. We
went down the escalator at the corner to the passenger train
platform. In place of a ticket window, a trestle, or a coin deposit slot, I
saw a very pleasingly decorated space with comfortable seats, an
attendant who was very anxious to make us comfortable, and clean
comfort stations, which we could safely use without the fear of being
bludgeoned and robbed. The train soon arrived; the conductor with
courtesy led us to two individual seats similar to those in our Pullman
cars. Each seat had a little stand or table upon which were the latest
magazines and newspapers. But we were interested in our
conversation, and paid no attention to the news of the day.
Xora showed me a daily bulletin printed by her community. She told
me that every zone in every city has its own daily newspaper and
radio station. I examined it with interest. The east side of this city
was divided into three zones, and so was the west side. There were
also general dailies for every race on the planet covering all of the
globe news or intercontinental happenings without any display,
classified or other advertisements.
"We have full liberty of the press, radio, pictures and television,"
Xora said. "Our government has no right to censor them unless for
unmoral causes. Otherwise their freedom is inviolable. We are at
liberty to think, talk, broadcast, write about, and criticize our
government executives, or our political, and economic defects, from
the highest to the lowest, and state our opinions without reservation.
"We give and accept criticism in a friendly spirit, but we are very
careful not to make libelous statements."
We had now reached our community, and the conductor signaled for
a stop. He led us out to a platform near their commissary
department, a very large store with food and beverage of every kind
displayed on white monel shelves. Inside the spic and span interiors
were attendants busy taking care of their customers.
I again said, "During my short visit here I cannot help but observe
everywhere the unusual cleanliness in your homes, on your walks, in
your station, and on your subway cars, and in the neat appearance
of all your people, both young and old. It seems to be an inborn habit
of you people of Mars. How did it begin?"
"Thousands of years back, our ancestors inaugurated these exacting
rules by strictly enforcing them first by educational methods. We
learn them through our boards of education in childhood and later,
through our boards of health, who enforce them by regular
inspections of our homes, offices, and factories, and punishing us by
demoting us a point or more, according to infractions. So now it has,
as you said, become a natural habit with us."
Then Xora said to me, "This experience today has no doubt been a
very exciting adventure for you. You had better retire to your room for
relaxation and meditation."
I agreed that I was indeed astonished at what I had heard and seen
of the ways and conditions of Martian life.
She answered that this was only the beginning. "Grandfather wishes
to see you again one day this week, and you will be amazed at what
he has to show and tell you."
"It is certainly wonderful, wonderful beyond conception," was all I
could answer. From the bird's-eye and surface views I have seen of
the city, I could judge that its planners certainly had done a good job
in its layout. Let me say again, it was beautiful beyond comparison. It
would take me too long to give an adequate description that would
do it justice.
FOOTNOTES:
[15] Brick & Clay Magazine, Feb. 1947 issue, p. 29.
[16] Reno Evening Gazette, Dec. 30, 1947.
[17] Reprinted by special permission from the April Ladies' Home
Journal, copyright 1947, The Curtis Publishing Co., p. 40 and p.
113.
CHAPTER IV
Old Age Dependents
For more than a month the Lieutenant was absent from his
parkway bench, but he corresponded with me from different cities.
One day, after his return, I met him by appointment at the usual
place. I found him dejected.
Greeting me, he said, "I am sorry for this delay. I tried to persuade
my local board to change my classification. I wanted to get back into
the service, but they refused me. I went to Washington. There I am
classified as harmless but incurably insane, and my request was
refused.
"Since then I have been traveling from city to city, observing our
manner of living from a different perspective. Prior to my trip to Mars,
my attitude toward the misery of life here was the same as that of all
us Earth people, apathetic, or calloused, stone-hearted. I looked
upon misery without pity, accepting it as a matter of course and
feeling fortunate that I was better off. I am now intensely suffering an
extreme living change contrast reaction, of our world against the one
on Mars, and I can't adapt myself to our conditions.
"I cannot help comparing our shameful existence here with the
happy way of living on Mars. I am sad and miserable when I see and
read here everywhere, every day, of the unhappy existence of our
fellow man." Then he handed me his diary with the notes he had
entered while roaming around in our eastern cities.
"One day on the sidewalk of a busy shopping district, in front of a
large store in one of the cities, a legless man sitting on a platform
about six inches above the sidewalk level was propelling himself with
one hand and holding a rope leading to a small monkey with the
other. He was trying to sell shoelaces and pencils, which he carried