http://www.banglajol.info/index.php/JCAMR
Journal of Current and Advance Medical Research
pISSN 2313-447X
REVIEW ARTICLE
Aetiological Factors of Osteoarthritis: A Review Update
M. Jahidul ISLAM1, M. Shahadat HOSSAIN2, M. Ruhul AMIN3, Monzur AHMED4
1
Assistant Professor, Department of Physical Medicine & Rehabilitation, National Institute of Neurosciences & Hospital, Dhaka,
Bangladesh; 2Associate Professor, Department of Physical Medicine & Rehabilitation, Dhaka Medical College Hospital, Dhaka,
Bangladesh; 3Assistant Professor, Department of Physical Medicine & Rehabilitation, Dhaka Medical College Hospital, Dhaka,
Bangladesh; 4Medical Officer, Department of Physical Medicine & Rehabilitation, National Institute of Neurosciences & Hospital,
Dhaka, Bangladesh
[Received on: 12 July, 2014; Reviewed on: 31 November, 2014; Accepted on: 31 December, 2014; Published on: 1 January 2015]
Abstract
Osteoarthritis (OA) is no longer considered „degenerative‟ or „wear and tear‟ arthritis; rather involves
dynamic biomechanical, biochemical and cellular process. Indeed, the joint damage that occurs in OA is
the result of active remodeling involving all the joint structures. Although articular cartilage is at the
center of change, OA is viewed as a disease of the entire joint. Traditionally, OA has been viewed as an
inevitable degenerative condition of the cartilage. It is currently viewed as a biomechanical and
biochemical inflammatory disease of the entire joints. Osteoarthritis (OA) is the most common type of
arthritis. Its high prevalence, especially in the elderly, and the high rate of disability related to disease
make it a leading cause of disability in the elderly. Because of the aging of Western populations and
because obesity, a major risk factor, are increasing in prevalence, the occurrence of osteoarthritis is on the
rise. In the United States, osteoarthritis prevalence will increase from 66–100% by the year 2020. OA
affects certain joints, yet spares others. Commonly affected joints include the cervical and lumbosacral
spine, hip, knee, and first metatarsal phalangeal joint (MTP). In the hands, the distal and proximal interphalangeal joints and the base of the thumb are often affected. Usually spared are the wrist, elbow, and
ankle. [Journal of Current and Advance Medical Research 2015;2(1):18-23]
Keywords: Osteoarthritis, aetiology, risk factors
[Cite this article as: Islam MJ, Hossain MS, Amin MR, Ahmed M. Aetiological Factors of Osteoarthritis: A Review Update.
J Curr Adv Med Res 2015;2(1):18-23]
Correspondence: Dr. Md. Jahidul Islam, Assistant Professor, Department of Physical Medicine & Rehabilitation, National
Institute of Neurosciences & Hospital, Sher-E-Bangla Nagar, Agargaon, Dhaka-1207, Bangladesh; Email:
[email protected]; Cell no.: +8801711070123
Conflict of Interest: There is no conflict of interest.
Contribution to authors: MJI, MSH & MRA prepared the manuscript. MRA & MA searched the articles.
intermittent. There is a modest correlation
between the presence of symptoms and the
severity of anatomic changes. All though
variable in its presentation and course of OA
often carries significant morbidity. In addition to
the effects on the individual, the cost of OA to
society is significant 4, related to its high
prevalence, the reduced ability of those affected
Introduction
Osteoarthritis (OA) is the most common form of
arthritis accounting for about 30% of general
physician visits1. OA is present by histologic or
radiographic criteria; however, in nearly 80% of
people by the age of 80 years only half of them
have symtoms2-3. These are often variable and
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Aetiological Factors of Osteoarthritis: A Review Update
Islam et al
to perform both occupational and nonoccupational activities, the occasional loss of a
patient‟s ability to undertake self-care, and the
related drain on health-care resources5.
of OA. Persons from Africa, but not African
Americans, may also have a very low rate of hip
OA9.
Joint Protective Mechanisms and
Failure
Definition
It may be defined as a heterogeneous group of
conditions that lead to joint symptoms and signs
which are associated with defective integrity of
articular cartilage, in addition to related changes
in the underlying bone and at the joint margins2.
It is usually classified as either primary
(idiopathic) or secondary which is associated
with a known condition. OA is joint failure, a
disease in which all structures of the joint have
undergone pathologic change, often in concert.
The pathologic features of disease are hyaline
articular cartilage loss, present in a focal and,
initially, non-uniform manner3. This is accompanied
by increasing thickness and sclerosis of the subchondral bony plate, by outgrowth of osteophytes at
the joint margin, by stretching of the articular
capsule, by mild synovitis in many affected
joints, and by weakness of muscles bridging the
joint4. In knees, meniscal degeneration is part of
the disease.
Joint protectors include: joint capsule and
ligaments, muscle, sensory afferents, and
underlying bone. Joint capsule and ligaments
serve as joint protectors by providing a limit to
excursion, thereby fixing the range of joint
motion10. Synovial fluid reduces friction between
articulating cartilage surfaces, thereby serving as
a major protector against friction-induced
cartilage wear. This lubrication function depends
on the molecule lubricin, a mucinous
glycoprotein secreted by synovial fibroblasts
whose concentration diminishes after joint injury
and in the face of synovial inflammation11. The
ligaments, along with overlying skin and
tendons, contain mechanoreceptor sensory
afferent nerves. These mechanoreceptors fire at
different frequencies throughout a joint's range
of motion, providing feedback by way of the
spinal cord to muscles and tendons. As a
consequence, these muscles and tendons can
assume the right tension at appropriate points in
joint excursion to act as optimal joint protectors,
anticipating joint loading12. Muscles and tendons
that bridge the joint are key joint protectors.
Their co-contractions at the appropriate time in
joint movement provide the appropriate power
and acceleration for the limb to accomplish its
tasks. Focal stress across the joint is minimized
by muscle contraction that decelerates the joint
before impact and assures that when joint impact
arrives, it is distributed broadly across the joint
surface. The bone underneath the cartilage may
also provide a shock-absorbing function, as it
may give way subtly to an oncoming impulse
load. Failure of these joint protectors increases
the risk of joint injury and OA. For example, in
animals, OA develops rapidly when a sensory
nerve to the joint is sectioned and joint injury
induced. Similarly, in humans, Charcot
arthropathy, which is a severe and rapidly
progressive OA, develops when minor joint
injury occurs in the presence of posterior column
peripheral neuropathy. Another example of joint
Prevalence
The prevalence of OA correlates strikingly with
age6. Regardless of how it is defined, OA is
uncommon in adults under age 40 and highly
prevalent in those over age 607. It is also a
disease that, at least in middle-aged and elderly
persons, is much more common in women than
in men, and sex differences in prevalence
increase with age.
Global Considerations
Hip OA is rare in China and in immigrants from
China to the United States8. However, OA in the
knees, is at least as common, if not more so, in
Chinese than in Caucasians from the United
States, and knee OA represents a major cause of
disability in China. Anatomic differences
between Chinese and Caucasian hips may
account for much of the difference in prevalence,
with Caucasian hips having a higher prevalence
of anatomic predispositions to the development
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Their
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Aetiological Factors of Osteoarthritis: A Review Update
Islam et al
protector failure is rupture of ligaments, a wellknown cause of the early development of OA13.
cartilage, aged cartilage is less responsive to
these stimuli. Indeed, because of the poor
responsiveness of older cartilage to such
stimulation, cartilage transplant operations are
far more challenging in older than in younger
persons. Partly because of this failure to
synthesize matrix with loading, cartilage thins
with age, and thinner cartilage experiences
higher shear stress at basal layers and is at
greater risk of cartilage damage19. Aging also
increases the likelihood of failure of major joint
protectors. Muscles that bridge the joint become
weaker with age and also respond less quickly to
oncoming impulses. Sensory nerve input slows
with age, retarding the feedback loop of
mechanoreceptors to muscles and tendons related
to their tension and position. Ligaments stretch
with age, making them less able to absorb
impulses. A combination of all of these factors
works in concert to increase the vulnerability of
older joints to OA. Older women are at high risk
of OA in all joints, a risk that emerges as women
reach their sixth decade; while hormone loss
with menopause may contribute to this risk, there
is little understanding of the vulnerability of
older women's joints to OA20.
Cartilage and Its Role in Joint Failure
In addition to being a primary target tissue for
disease, cartilage also functions as a joint
protector. A thin rim of tissue at the ends of two
opposing bones, cartilage is lubricated by
synovial fluid to provide an almost frictionless
surface across which these two bones move14.
The compressible stiffness of cartilage compared
to bone provides the joint with impact-absorbing
capacity. Both the smooth frictionless surface
and the compressive stiffness of cartilage serve
as protective mechanisms preventing joint injury.
Since the earliest changes of OA may occur in
cartilage and abnormalities there can accelerate
disease development, understanding the structure
and physiology of cartilage is critical to an
appreciation of disease pathogenesis. OA
cartilage is characterized by gradual depletion of
aggrecan, an unfurling of the tightly woven
collagen matrix, and loss of type 2 collagen15.
Risk Factors
Heritability and Genetics
Joint vulnerability and joint loading are the two
major factors contributing to the development of
OA16. On the one hand, a vulnerable joint whose
protectors are dysfunctional can develop OA
with minimal levels of loading, perhaps even
levels encountered during ever day activities. On
the other hand, in a young joint with competent
protectors, a major acute injury or long-term
overloading is necessary to precipitate disease.
Risk factors for OA can be understood in terms
of their effect either on joint vulnerability or on
loading17.
OA is a highly heritable disease, but its
heritability varies by joint. Fifty percent of the
hand and hip OA in the community is
attributable to inheritance, i.e., to disease present
in other members of the family21. However, the
heritable proportion of knee OA is at most 30%,
with some studies suggesting no heritability at
all22. Whereas many people with OA have
disease in multiple joints, this "generalized OA"
phenotype is rarely inherited and is more often a
consequence of aging23-28. Emerging evidence
suggests that persons with genetic mutations in
proteins that regulate the transcription of major
cartilage molecules are at high risk of OA. One
gene implicated is FRZB, in which a mutation
may put a woman at high risk of hip OA. FRZB
is a gene for a Frizzle protein that antagonizes an
extracellular Wnt ligand, and the Wnt signaling
pathway plays a critical role in matrix synthesis
and joint development 29.
Systemic Risk Factors
Age is the most potent risk factor for OA, with
prevalence and incidence of disease rising
dramatically with age. Radiographic evidence of
OA is rare in individuals under age 40; however,
in some joints, such as the hands, OA occurs in
>50% of persons over age 7018. Aging increases
joint vulnerability through several mechanisms.
Whereas dynamic loading of joints stimulates
cartilage matrix by chondrocytes in young
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Risk Factors in the Joint Environment
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Islam et al
Some risk factors increase vulnerability of the
joint through local effects on the joint
environment30. With changes in joint anatomy,
for example, load across the joint is no longer
distributed evenly across the joint surface, but
rather shows an increase in focal stress. In the
hip, three uncommon developmental abnormalities
occurring in utero or childhood, congenital
dysplasia, Legg-Perthes disease, and slipped
femoral capital epiphysis, leave a child with
distortions of hip joint anatomy that often lead to
OA later in life31-35. Girls are predominantly
affected by acetabular dysplasia, a mild form of
congenital dislocation, whereas the other
abnormalities more often affect boys. Depending
on the severity of the anatomic abnormalities,
hip OA occurs either in young adulthood severe
abnormalities
or
middle
age
mild
abnormalities36-37. Major injuries to a joint also
can produce anatomic abnormalities that leave
the joint susceptible to OA. For example, a
fracture through the joint surface often causes
OA in joints in which the disease is otherwise
rare such as the ankle and the wrist. Avascular
necrosis can lead to collapse of dead bone at the
articular
surface,
producing
anatomic
38-40
irregularities and subsequent OA
. Tears of
ligaments that protect the joints, such as the
anterior cruciate ligament in the knee and the
labrum in the hip, can increase joint
susceptibility and lead to premature OA. While
meniscal tears may increase the risk of OA,
meniscectomy operations, including selective
ones, increase the risk of later disease, perhaps
independent of the tear that led to the
operation41. Even injuries that do not produce
diagnosed joint injuries may increase risk of OA,
perhaps because the structural injury was not
detected at the time. For example, in the
Framingham study subjects, men with a history
of major knee injury, but no surgery, had a 3.5fold increased risk for subsequent knee OA42.
Another source of anatomic abnormality is malalignment across the joint. This factor has been
best studied in the knee, which is the fulcrum of
the longest lever arm in the body. Varus or
bowlegged knees with OA are at exceedingly
high risk of cartilage loss in the medial or inner
compartment of the knee, whereas valgus
(knock-kneed) mal-alignment predisposes to
rapid cartilage loss in the lateral compartment.
J Curr Adv Med Res
Mal-alignment causes this effect by decreasing
contact area during loading, increasing stress on
a focal area or cartilage, which then breaks
down. There is evidence that mal-alignment in
the knee not only causes cartilage loss but leads
to underlying bone damage, producing bone
marrow lesions seen on MRI. While it is likely
that the weakness in muscles bridging a joint
increase the risk of OA in that joint, there is no
definitive evidence in this regard. Patients with
knee OA have impaired proprioception across
their knees, and this may predispose them to
further disease progression43.
Loading Factors
Obesity: Three to six times body weight is
exerted across the knee during single leg stance.
Any increase in weight may be multiplied by this
factor to reveal the excess force across the knee
in overweight persons during walking44. Obesity
is a well-recognized and potent risk factor for the
development of knee OA and, less so, for hip
OA. Obesity precedes the development of
disease and is not just a consequence of the
inactivity present in those with disease. Obesity
is a stronger risk factor for disease in women
than in men, and in women, the relationship of
weight to the risk of disease is linear, so that
with each increase in weight, there is a
commensurate increase in risk45. Weight loss in
women lowers the risk of developing
symptomatic disease. Not only is obesity a risk
factor for OA in weight-bearing joints, but obese
persons have more severe symptoms from the
disease. Obesity's effect on the development and
progression of disease is mediated mostly
through the increased loading in weight-bearing
joints that occurs in overweight persons.
However, a modest association of obesity with
an increased risk of hand OA suggests that there
may be a systemic metabolic factor circulating in
obese persons that affects disease risk also.
Repeated Use of Joint: There are two categories
of repetitive joint use, occupational use and
leisure time physical activities46. Workers
performing repetitive tasks as part of their
occupations for many years are at high risk of
developing OA in the joints they use repeatedly.
For example, farmers are at high risk for hip OA,
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Aetiological Factors of Osteoarthritis: A Review Update
Islam et al
7.
miners have high rates of OA in knees and spine,
and shipyard and dockyard workers have a
higher prevalence of disease in knees and fingers
than do office workers47. Even within a textile
mill, women whose jobs required fine pincer grip
[increasing the stress across the inter-phalangeal
(IP) joints] had much more distal IP (DIP) joint
OA than women of the same age whose jobs
required repeated power grip, a motion that does
not stress the DIP joints. Workers whose jobs
require regular knee bending or lifting or
carrying heavy loads have a high rate of knee
OA. While exercise is a major element of the
treatment of OA, certain types of exercise may
paradoxically increase the risk of disease.
8.
9.
10.
11.
12.
Conclusion
13.
Despite the lack of strong, convincing, and
reproducible evidence that intra-articular therapy
significantly alters the short term outcome and
even less so the progression of osteoarthritis,
corticosteroid injection is one of the mainstays
of the management of osteoarthritis, in
particular, osteoarthritis of the knee.
14.
15.
16.
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