Current Status of Outcome Measures in Vasculitis:Focus on Wegener’s Granulomatosis and MicroscopicPolyangiitis. Report from OMERACT 7
PETER A. MERKEL, PHILIP SEO, PETER ARIES, TUHINA NEOGI, ALEXANDRA VILLA-FORTE, MAARTEN BOERS, DAVID CUTHBERTSON, DAVID T. FELSON, BERNHARD HELLMICH, GARY S. HOFFMAN,DAVID R. JAYNE, CEES G.M. KALLENBERG, JEFFREY KRISCHER, ALFRED MAHR, ERIC L. MATTESON,ULRICH SPECKS, RAASHID LUQMANI, and JOHN H. STONE; for the Vasculitis Clinical Research Consortium
ABSTRACT. The complexity of assessing disease activity, disease status, and damage in the vasculitides reflects
the multisystemic pathologic manifestations of these often chronic illnesses. Major progress hasbeen made in the past decade in the development of validated and widely accepted outcome meas-ures for use in clinical trials. Over time, these tools have been regularly revised, expanded, and sup-plemented with new measures of disease prognosis and damage. As a result clinical research in thisarea has become increasingly complex. This article critically reviews the current status of tools forassessing disease activity and damage in “ANCA-associated” vasculitides (Wegener’s granulomato-sis and microscopic polyangiitis), summarizes the current level of validation of each measure,addresses central problems and controversies to be considered during development of new vasculi-tis assessment tools, and proposes a series of research agendas for consideration by the vasculitisresearch community. (J Rheumatol 2005;32:2488–95)
Key Indexing Terms:VASCULITIS OUTCOME MEASURESWEGENER’S GRANULOMATOSIS MICROSCOPIC POLYANGIITIS
From the Boston University School of Medicine, Boston, MA; Johns
Major progress has been made in the past decade in the
Hopkins University, Baltimore, MD, USA; University Schleswig-Holstein,
design and conduct of therapeutic clinical trials of vasculi-
Lubeck, Germany; Cleveland Clinic, Cleveland, OH, USA; VU UniversityMedical Center, Amsterdam, The Netherlands; Moffitt Cancer Center,
tis. Clinical research in vasculitis has evolved from single-
Tampa, FL, USA; Addenbrookes Hospital, Cambridge, UK; University
center, open-label case series to larger, randomized, multi-
Hospital, Groningen, The Netherlands; Hôpital Cochin, Paris, France;
center, controlled clinical trials. The formation of interna-
Mayo Clinic College of Medicine, Rochester, MN, USA; and University ofEdinburgh, Edinburgh, UK.
tional collaborative research groups has been a major factor
P.A. Merkel, MD, MPH, Boston University School of Medicine; P. Seo,
in the success of these trials. Validated outcome measures
MD, Johns Hopkins University; P. Aries, MD, University Schleswig-
for use in clinical trials have developed in parallel to this ini-
Holstein; T. Neogi, MD, Boston University School of Medicine; A. Villa-Forte, MD, Cleveland Clinic; M. Boers, MD, PhD; D. Cuthbertson, MD,
tiative. The initial set of outcome tools for measuring vas-
VU University Medical Center; D.T. Felson, Boston University School of
culitis disease activity and damage were widely accepted
Medicine; B. Hellmich, MD, Johns Hopkins University; G.S. Hoffman,
and utilized in trials. They have also been regularly revised,
MD, Cleveland Clinic; D. Jayne, MD, Addenbrookes Hospital; J. Krischer, MD, Moffitt Cancer Center; A. Mahr, MD, Hôpital Cochin;
expanded, and supplemented with new measures of disease
E.L. Matteson, MD; U. Specks, MD, Mayo Clinic College of Medicine;
prognosis. However, the introduction of these additional
R. Luqmani, MD, Boston University School of Medicine; J.H. Stone, MD,
outcome measures for vasculitis has made clinical vasculitis
Johns Hopkins University; for the Vasculitis Clinical ResearchConsortium.Supported by The National Institutes of Health/National Institute of
Multiple different outcome measures for vasculitis dis-
Arthritis and Musculoskeletal and Skin Diseases and the National Center
ease assessment are currently in use. While these measures
for Research Resources/NIH. The Vasculitis Clinical Research Consortium
share many similarities, they are sufficiently different as to
is part of the NIH Rare Diseases Clinical Research Network(http://rarediseasesnetwork.org/vcrc).
make comparison among trials and sharing of data problem-
Drs. Merkel, Matteson, and Stone are supported by Mid-Career
atic. Problems include whether a single disease activity and
Development Awards in Clinical Investigation (NIH-NIAMS: K24
outcomes tool can be utilized for illnesses that are clinically
AR02224, AR47578-01A1, and AR049185).
distinct; there is also controversy about how to measure dis-
Address reprint requests to Dr. P.A. Merkel, Vasculitis Center, E5, BostonUniversity School of Medicine, 715 Albany Street, Boston, MA 02118.
ease activity and damage and define disease states and class-
es. Moreover, with the increased size and greater sophistica-
Personal non-commercial use only. The Journal of Rheumatology Copyright 2005. All rights reserved. The Journal of Rheumatology 2005; 32:12
tion of treatment trials, the inherent deficiencies of each
Physical examination findings include periorbital edema,
injected right conjunctiva, right lacrimal gland enlargement,
There is consensus in the vasculitis research community
right nasal cavity dry crusts, and fresh submucosal blood.
that uniform, improved, and universally accepted instru-
Diagnostic studies reveal hematocrit 31%, white blood cell
ments for use in future primary systemic vasculitides trials
count 7570/ml, creatinine 1.8 mg/dl (increased from 1.4 the
would be highly desirable. Several members of the vasculi-
previous month), and erythrocyte sedimentation rate 40
tis research community with experience in the development
mm/hour. Urine from the ileal conduit contains abundant
and use of disease assessment tools formed a special inter-
debris and is positive for protein (1+), hemoglobin (1+), and
est group in anticipation of OMERACT 7, with the goal of
red blood cell casts; the casts are a new finding. A chest
reviewing assessment instruments for disease activity and
computerized tomographic scan reveals areas of scarring
damage in vasculitis and revising them, or developing new
from prior injury but is unchanged from previous study.
consensus tools as needed. This project is sponsored by therecently formed Vasculitis Clinical Research Consortium
• What are the best approaches to evaluating this patient’s
A first step for the VCRC-OMERACT initiative was to
• How to quantify his disease activity now?
revisit existing tools in order to identify advantages and
• What was his disease state one month ago?
weaknesses of the respective instruments. The group’s ini-
tial focus is on “ANCA-associated” vasculitides of
Wegener’s granulomatosis (WG) and microscopic polyangi-
• How to quantify his level of disease-related damage now?
itis (MPA). During OMERACT 7 a research agenda and pri-orities for future work in this area were developed. The cur-
Introduction to Vasculitis Disease Assessment Tools
rent state of disease assessment in vasculitis and the
In patients with primary systemic vasculitides, assessment
research agenda were presented by members of the group to
of response to therapy in clinical trials needs to include 3
other OMERACT 7 participants, and important feedback
distinct categories that can be influenced by an experimen-
was received from experts experienced in disease assess-
tal treatment independently from each other: disease activi-
ment who are not involved in vasculitis research.
ty, disease damage, and function. Disease activity is defined
This article critically reviews the current status of tools
as any clinical manifestation of the specific disease, such as
for assessment of disease activity and damage and the cur-
glomerulonephritis, purpura, or fevers; disease activity
rent level of validation of each measure. In addition, central
needs to be distinguished from clinical comorbidities and
problems and controversies are addressed that need to be
treatment-related complications. In contrast, disease damage
considered during the development of a new disease assess-
represents scars that resulted from previously active vas-
culitis, or from therapy. It is important, but often difficult, todifferentiate disease activity from damage in vasculitis
Illustrative Case
because both can be present simultaneously, even in the
A case summary from real clinical practice is presented to
same organ system. Finally, changes in physical function
highlight the current state of, and challenges faced by, clin-
and health-related quality of life may be a result of disease
activity, disease damage, or comorbidities.
A 53-year-old man with a 10 year history of WG returns
Due to the diversity of clinical manifestations present in
for evaluation. His disease manifestations have included
patients with vasculitis, response to treatment cannot be
episcleritis, rhinitis, sinusitis, lung nodules and infiltrates,
judged by observation of a single clinical or laboratory
glomerulonephritis, and an upper eyelid mass. He was treat-
measure or by functional assessment of a limited number of
ed for a total of 36 months with cyclophosphamide, and
organs. With the goal of obtaining a single quantitative
extensively with glucorticoids. Current medications include
measure of disease activity or damage in patients with vas-
prednisone (20 mg/day) and azathioprine (150 mg/day).
culitis, a number of compound indices have been developed
Two years ago he was diagnosed with transitional-cell blad-
by different investigators1-7, which will be briefly reviewed.
der carcinoma requiring cystectomy and an ileal conduit.
In general, each of these instruments requires a comprehen-
One prior relapse was associated with lower extremity deep-
sive assessment of disease status in all organs and summary
vein thrombosis and pulmonary embolus. He has bilateral
scores arrived at after the weighting of single items.
cataracts. When last seen, one month ago, he was well andreported only chronic non-bloody nasal crusting and dis-
Challenges and Controversies in Vasculitis Disease
charge. He called for the present appointment because of a
Assessment
3 week history of arthralgias, left eyelid and periorbital
The vasculitis research community faces several important
region pain and swelling, lacrimal gland enlargement,
challenges and controversies regarding the currently avail-
bloody nasal discharge, and maxillary region discomfort.
Personal non-commercial use only. The Journal of Rheumatology Copyright 2005. All rights reserved. Merkel, et al: Outcome measures in vasculitisMultiplicity of instruments. The existence of different vas-
ease-specific module could be added that incorporates items
culitis disease assessment tools has led to problems compar-
specific for a given entity (e.g., nasal crusting in a WG-spe-
ing data across clinical trials and between cohorts. Further,
cific module, or eosinophilic pneumonia in a Churg-Strauss
while each features unique advantages for use in certain sit-
syndrome-specific module). This approach may lend itself
uations (e.g., clinical trial, longitudinal observational study,
well to MPA and WG, where there are both many overlap-
clinical practice), no tool is ideal for general use.
ping and differing features8-10. Future work of this study
Disease-specific versus generic vasculitis instruments.
group will focus on whether the concept of a disease-specif-
While some manifestations of primary systemic vasculitis
ic and modular approach is feasible and advantageous.
are common to many different vasculitides (e.g., polyneu-
Nomenclature and classification of vasculitides and assess-
ropathy, purpura), other features are more or less specific for
ment instruments. The ongoing debates regarding diagnostic
certain entities within the broad spectrum of vasculitic dis-
criteria, disease classification, and disease subclassification
eases (e.g., pulmonary nodules in WG, aortitis in large ves-
in clinical vasculitis are paralleled in the field of outcome
sel vasculitis). Few manifestations are seen in all of the dis-
measure development in vasculitis11-13. In particular, use of
the terms ANCA-associated vasculitis (AAV) and ANCA-
The simplicity of using a single tool in all vasculitides is
positive vasculitis (APV) to represent WG, microscopic
appealing. Alternatively, given the differences in disease
polyangiitis, and sometimes, but not always, Churg-Strauss
spectrum, treatment, and prognosis across the vasculitides,
syndrome, are not uniformly applied or accepted. Marked
disease-specific instruments may provide greater precision
similarities in disease presentation, prognosis, and treatment
and focus for use in clinical trials.
between WG and MPA make it attractive to link these 2 dis-
While the single tool offers the advantage of systemati-
eases for purposes of outcome assessment (they are increas-
cally capturing all possible manifestations of vasculitis
ingly studied in combination in clinical trials); however,
independent of the specific disease under study, some com-
such linkage remains controversial. Similarly, the treatment
ponent items may never be used in clinical trials investigat-
of Churg-Strauss syndrome differs enough from treatment
ing one vasculitis subtype only (e.g., WG); moreover, a less
of WG or MPA to exclude it from this initial series of proj-
common, but important feature of that disease may not be
ects. This issue of merging assessments of WG, MPA, and
listed. Although more uncommon items may be scored
Churg Strauss syndrome, however, may be remedied by a
under a free-text category “other,” they may not be recog-
modular approach to disease activity index design as dis-
nized by less experienced investigators if not separately list-
ed and may not contribute to an active vasculitis score when
Multiple uses of disease assessment tools: complexity versus
they should. Conversely, listing all potential items of disease
feasibility. As they evolve, disease assessment tools in vas-
activity for all diseases would generate an impossibly long
culitis increasingly serve to quantify disease activity and
determine disease stratification, trial randomization, prog-
The issue of disease-specific versus pan-vasculitis dis-
nostication, and other uses. Their multiple uses, described in
ease tools also arises when studying inflammatory arthritis.
greater detail below, highlight the struggle between keeping
While rheumatoid arthritis, psoriatic arthritis, and juvenile
an instrument simple yet comprehensive enough to provide
rheumatoid arthritis share many features, these diseases
detailed information on these complex diseases.
have different enough features and prognosis to justify sep-arate disease assessment tools, which have evolved for use
Differing disease-state definitions. Investigators have used
different definitions of active disease, remission, and flare to
The above arguments led to a revision of the original
describe patients in clinical trials of vasculitis. These differ-
Birmingham Vasculitis Activity Score (BVAS)1, a “generic”
ing disease-state definitions have led to problems in com-
vasculitis disease assessment tool, and creation of a specific
paring efficacy of different therapeutic regimens, in apply-
instrument for WG (BVAS/WG) for use in clinical trials
ing results to clinical practice, and in developing outcomes
involving patients with WG only2. However, not all research
groups have adopted this new approach, resulting in further
Inadequacies of current instruments regarding scalability,weighting, comprehensiveness. The systems for weighting
Given the well recognized advantages and disadvantages
items and overall scaling for the current vasculitis outcome
of the generic versus the specific approach, a modular dis-
instruments were arrived at mostly through expert opinion
ease activity index in vasculitis may constitute a promising
rather than longitudinal data reflecting prognosis or result-
compromise. In such a system, a “base” module would
ant disability. The weighting systems are clearly problemat-
include manifestations common within this disease spec-
ic. Currently, the weights neither address the many grada-
trum (e.g., arthritis, neuropathy, purpura); weighting and
tions of specific disease manifestations, nor clearly reflect
scoring of these “general” items would be the same regard-
the degree of either biological or functional impact on
less of disease under study. To this “base” module, a dis-
patients. There is also a need for more patient input into the
Personal non-commercial use only. The Journal of Rheumatology Copyright 2005. All rights reserved. The Journal of Rheumatology 2005; 32:12
process. Further, there are potential discrepancies between a
Table 1. Desirable properties of a vasculitis disease activity tool.
patient’s disease state and the corresponding score. For
1. Ability to quantify disease activity on a continuous scale
example, a patient with multiple “minor” disease items in
2. Ability to quantify change in disease activity over both long and short
WG may have a higher score, even with weighting, versus a
patient with one major item such as alveolar hemorrhage;
3. Ability to determine disease states by distinguishing among:
yet the latter patient is universally thought to be in a more
severe disease state. These problems exist for measures of
both disease activity and disease damage.
4. Ability to discriminate clinically relevant disease subsets with unique
Acceptance by regulatory agencies and the pharmaceuticalindustry. It is essential that outcome tools for vasculitis be
5. Ability to provide prognostic information in regard to both morbidity and
accepted by government drug-approval agencies and by the
6. Feasibility for use in clinical trials
pharmaceutical industry. Feedback from the US Food and
7. Feasibility for use in clinical practice
Drug Administration, the European Medicines Evaluation
8. Simple, one-page format for use with paper-based or computer-based
Agency, other similar bodies, and industry partners will be
an important part of developing the next generation of out-come tools in vasculitis.
the methods of item weighting and overall scoring. All 3
Philosophy of Disease Activity Assessment in Vasculitis
activity measures catalog disease manifestations grouped by
Measures of disease activity, extent, and severity are neces-
organ systems, require investigators to determine whether a
sary now that markedly improved prognosis of systemic
feature is due to active vasculitis in the past 28 days, and
vasculitis means death is no longer the common endpoint.
assign weights to different items that were empirically
Physicians need to measure disease activity and morbidity
determined by expert opinion. The issue of differentiating
in vasculitis patients in order to make therapeutic decisions,
persistent, or “grumbling,” vasculitis activity from more
catalog disease manifestations, provide prognostic informa-
clear-cut active disease is part of all 3 activity measures, but
tion, and compare different groups of patients. Measures of
this item remains problematic and there is no consensus as
disease activity are also important in assessing response to
to how to resolve the issue. Further, the instruments vary in
treatment over time. This is particularly true for diseases in
the range of gradation of disease severity recorded.
which remission may not be immediately achieved and in
Additionally, all the measures have an open-text category
which relapses are common14. Recurrent exacerbations of
“other,” where items can be added for scoring individual
vasculitis often lead to increased morbidity due to both the
patients. “Other” categories allow flexibility and accommo-
disease and its treatment. Therefore, the ability to define,
date unusual disease features (e.g., granulomatous breast
quantify, and differentiate disease activity from irreversible
mass), but also lead to inclusion of unstandardized items.
damage is crucial to guide treatment and minimize treatment
All 3 tools include glossaries with item definitions; users are
required to undergo training to learn the proper scoring
Several indices have been developed to accurately meas-
ure disease activity in systemic vasculitis, for application in
The Disease Extent Index (DEI) provides information
clinical trials and in clinical practice1-6. Some indices are
regarding the number of organ systems with active vasculi-
designed to be comprehensive and can be applied to many
tis (i.e., disease extent)4,15. Thus, the DEI has been used in
forms of vasculitis (e.g., Birmingham Vasculitis Activity
clinical trials as an adjunct to the BVAS to provide informa-
Score)1, while others are disease-specific (e.g., the BVAS
tion not contained in the BVAS score, specifically whether a
certain BVAS score is due to activity in one major (low DEI)
Desirable properties of a vasculitis disease activity tool
The Five Factor Score (FFS) was designed as a prognos-
tic tool for vasculitis assessment and not for serial measures
Summary of Vasculitis Disease Assessment Tools
of disease activity7. The instrument is simple to use and has
The most commonly used indices in clinical practice and
been validated in several studies. The included items are all
research settings are outlined in Table 2; copies of the instru-
disease activity tools and their prognostic information can,
ments and instructions for use can be found at the VCRC
therefore, be derived from the information obtained with the
website (http://rarediseasesnetwork.org/vcrc). All these
activity measures at any chosen “baseline.”
tools share many features and serve to catalog manifesta-tions of systemic vasculitis. BVAS/WG and BVAS 2003 are
Vasculitis Disease Activity Measures: VCRC-
variations on the same theme, each having evolved from the
OMERACT Research Agenda
original BVAS, but differ mainly in disease specificity ver-
No current vasculitis disease measure meets all the desirable
sus generalizability, attention to persistent disease, and in
properties outlined in Table 1. Our overall goal is to devel-
Personal non-commercial use only. The Journal of Rheumatology Copyright 2005. All rights reserved. Merkel, et al: Outcome measures in vasculitisTable 2. Vasculitis disease assessment tools.
1. Incorporates changesin light of BVAS andBVAS/WG
1. Similar approach toBVAS variants but lessdetailed2. May be more valuable as prognosticthan assessment tool
1. Only damage indexin use2. No casual attribution3. No scaling
* Per OMERACT filter of truth, discrimination, feasibility23; NA: not applicable; BVAS: Birmingham Vasculitis Activity Scale; BVAS/WG: BVAS forWegener’s Granulomatosus; DEI: Disease Extent Index; FFS: Five Factor Score; VDI: Vasculitis Damage Index.
op a single, consensus-approved, disease activity measure
Assessment of Illustrative Case: Disease Activity
specific for WG and MPA (ANCA-associated vasculitis) for
Cataloging the above described patient’s disease activity
use in clinical trials that includes all those properties. Our
can be done by noting arthralgias, periorbital and
objective is to improve upon the existing tools by extracting
lacrimal gland swelling, rhinitis, sinusitis, and nephritis.
the most effective components or modifying existing tools
Some of the current tools directly collect most of these
to develop a more accurate vasculitis disease activity index.
items, but no tool captures all the items well. More chal-
Although some expert opinion will drive the process, data-
lenging is how to quantify his active disease burden to
driven approaches will be used whenever possible. Sources
allow assessment of treatment efficacy and prediction of
of data appropriate for activity tool development include
outcome. Further, assessment using each of the current
various clinical trial and longitudinal cohort databases avail-
instruments would identify subtle but distinct differences
able to the investigators, and prospectively collected data
from both virtual patient evaluation exercises and clinicalpractice information. Validation of the newly created con-
Definitions of Disease Status and Disease Classification
sensus instrument(s) and direct comparisons to current tools
in Vasculitis
will be performed at multiple international centers.
Establishing well founded definitions of disease status is a
A better understanding of the underlying pathogenesis of
cornerstone for accurately describing populations and out-
these diseases may lead to a markedly different approach to
comes for all types of clinical cohorts and therapeutic trials
disease assessment. However, at present we are committed
in vasculitis. Further, such definitions may serve as refer-
to improving existing tools and winning widespread accept-
ence points to validate disease activity tools. Treatment may
ance of a single, data-derived, standard disease assessment
lead to patients with vasculitis achieving a state of clinical
remission that may sometimes last even for long periods
Personal non-commercial use only. The Journal of Rheumatology Copyright 2005. All rights reserved. The Journal of Rheumatology 2005; 32:12
after cessation of therapy. Nevertheless, disease relapse is
defined in terms of glucocorticoid and other treatments.
common and can range from mild, perhaps necessitating
Further, difficult issues need to be addressed regarding the
only a small increase or additional dose of glucocorticoids,
concept of persistent disease. Finally, time elements for the
to a severe flare involving vital organs and causing life-
disease states need to be clearly defined.
threatening complications, requiring institutions of or esca-
These definitions will be derived both by consensus
lation of high-dose glucocorticoids and cytotoxic therapy.
opinion and by reference to available datasets from US and
Thus, any definition of disease state (a categorical measure
European clinical trials. The utility and validity of disease
of disease activity) and disease class (a categorical rating of
states will be determined through analysis of clinical trial
disease that takes prognosis and response to treatment into
data and performance of validation exercises with multiple
consideration) must, at time of assessment, take into consid-
international investigators in actual practice.
eration: level of disease activity, current treatment, past dis-
Similar approaches will be used in drafting consensus
ease manifestations, and transitions from one disease state to
definitions and validating final versions of disease classifi-
another. Finally, these definitions should both correlate with
cations for WG and MPA. Further, any resulting consensus
clinical practice and be useful for clinical trial outcome
definitions of disease states and strata for WG and MPA
assessment and subject stratification.
must be fully compatible with the new disease activity and
Significant differences in defining disease status for
damage assessment tools being developed.
patients with WG and MPA exist among investigators, lead-ing to problems when comparing study results. For example,
Assessment of Illustrative Case: Disease State and
the definition of “remission” in a recent European trial
Classification
allowed for use of low-dose glucocorticoids, while the defi-
What was this patient’s disease state one month ago?
nition in a recent US trial reserved the term mostly for
Could he be considered in remission although still taking
patients completely off glucocorticoids16,17. Multiple defini-
tions exist for complete or partial remission and persistent,
What is his current disease state? High disease or low
active, limited, or severe disease states18-20, yet these terms
do not cover all disease states patients present during a trial.
What will it take to deem him in remission?
Further, the definitions are not all precise and were not
What effect do chronic nasal and sinus problems have on
arrived at by data-driven processes.
Classification (stratification) of patients by disease sever-
What is his disease class? Limited or severe? Do we
ity has important implications for prognosis and therapeutic
determine classification based on past or current mani-
decision-making. Thus, it is critical to use such definitions
when describing patient populations and designing clinicaltrials. Disease classification in WG and MPA is hampered
Assessment of Damage in Vasculitis: Introduction
by multiple systems of nomenclature, each derived by
Clinical trials frequently focus on the concept of disease
expert opinion and not more comprehensive data validation.
activity. However, for some patients, especially after the ini-
Early definitions of limited WG do not correlate with later
tial flare has been treated, the most troublesome issue may
ones. The EUVAS group defines 5 disease strata in vasculi-
be disease damage. Although the concept of damage seems
tis: localized, early systemic, generalized, severe renal, and
intuitive, it must be strictly defined to ensure reproducibili-
refractory19, while the WGET (US) group defined 2 states:
ty among clinicians and between studies. It is essential to dif-
ferentiate damage from active disease, although this can bedifficult. Additionally, attribution of damage to vasculitis,
Vasculitis Disease States and Classes: VCRC-OMER-
treatment, or other medical problems can also be challenging. ACT Research Agenda
The Vasculitis Damage Index (VDI) was introduced in
As outlined above, there is currently no consensus on how
1997 as a generic measure of vasculitis damage and is the
disease status should be defined for vasculitis, or which
only tool for damage assessment used on a regular basis5.
terms should be used, particularly for WG and MPA. The
The VDI comprises 64 items of damage, grouped into 11
VCRC-OMERACT group had extensive discussions about
organ-based systems. Damage is defined in the VDI as irre-
disease status and classification and have agreed to a com-
versible pathology lasting longer than 3 months, a time peri-
prehensive research agenda that seeks to generate interna-
od chosen to help ensure that reversible problems were not
tional consensus and to achieve data-driven improvements
Application of the VDI has yielded several important les-
We propose to first derive operational definitions of 3
sons: (1) Accumulation of damage appears to be bimodal,
disease states: high disease activity, low disease activity, and
with an earlier phase due to the vasculitis itself, and a later
remission. The 3 states may be qualified by the 2 conditions
phase likely due to therapy21; (2) early damage is predictive
“on treatment” or “off treatment,” which must be clearly
of mortality21; (3) fatal vasculitis is characterized by higher
Personal non-commercial use only. The Journal of Rheumatology Copyright 2005. All rights reserved. Merkel, et al: Outcome measures in vasculitis
total VDI scores affecting a greater number of systems than
the context of a multicenter clinical trial as well as interna-
tional practice sites. The new tool incorporates some of the
A modified version of the VDI, incorporating slightly
concepts in the VDI, but will also address each of the chal-
different time periods and dropping a few items, was used in
lenges raised above. Validation of any new instrument will
a recent multicenter trial17, thus adding to the variation in
include comparison with the VDI and use of longitudinal data.
vasculitis disease assessment in the literature. Assessment of Illustrative Case: Disease Damage Challenges and Controversies in Vasculitis Damage
This patient has suffered considerable damage as a result
Assessment
of his WG and the treatments he has received. Which of
The purpose of a damage index for vasculitis is 3-fold: (1) to
his many problems should be considered damage? What
serve as an outcome for clinical trials; (2) to record the natu-
relative weights should be given to his upper airway
ral history of treated disease; and (3) to better define the dif-
problems versus his ileal conduit versus his cataracts?
ference between activity and damage. Any reexamination of
What if his cataracts are corrected by surgery? Is it use-
the measurement of damage in vasculitis must address how
ful to differentiate the damage from WG (e.g., sinus)
we may better accomplish these goals. Further, the definition
from that from treatment (e.g., bladder carcinoma)?
of damage used by the VDI5, while ostensibly straightfor-ward, makes several assumptions, each of which affects the
tool’s utility and several of which are controversial.
The complexity of assessing disease activity, disease status,
Irreversibility. Items of damage in the VDI are, by defini-
and damage in the vasculitides reflects the multisystemic
tion, irreversible; yet some features of disease, such as
pathologic manifestations of these often chronic illnesses,
peripheral neuropathy, reverse although it may take months
and many groups of investigators have been confronted with
this challenge. The VCRC-OMERACT group is optimisticthat by combining our collective expertise, resources, data,
Time element. Three months is the period of time an item
and experience, we will help advance the science of disease
must be present to be considered damage; this was some-
assessment in vasculitis and create widely accepted and uti-
what arbitrary and should be reassessed in a data-driven
lized outcome measures for clinical investigation into these
Attribution. The VDI does not require any assessment ofdamage etiology. The VCRC-OMERACT group wishes to
REFERENCES
investigate the usefulness and feasibility of attributing dam-
1. Luqmani RA, Bacon PA, Moots RJ, et al. Birmingham Vasculitis
age to vasculitis, treatment, or other medical comorbidities.
Activity Score (BVAS) in systemic necrotizing vasculitis. Q J Med
Weighting and grading. Each item of damage in the VDI is
2. Stone JH, Hoffman GS, Merkel PA, et al. A disease-specific activity
given equal weight (one point), yet that clearly does not
index for Wegener’s granulomatosis: modification of the
reflect the relative severity of damage incurred. For example,
Birmingham Vasculitis Activity Score. International Network for
oxygen-dependent pulmonary disease or blindness must be
the Study of the Systemic Vasculitides (INSSYS). Arthritis Rheum
weighed differently than a healed pulmonary nodule or par-
tial quadrant visual loss. Finer gradations of damage may
3. Whiting-O’Keefe QE, Stone JH, Hellmann DB. Validity of a
vasculitis activity index for systemic necrotizing vasculitis. Arthritis
also be needed to, for example, differentiate mild renal insuf-
ficiency from endstage renal disease necessitating dialysis.
4. de Groot K, Gross WL, Herlyn K, Reinhold-Keller E. Development
Patient-derived assessment. It may be necessary to take into
and validation of a disease extent index for Wegener’s granulomatosis. Clin Nephrol 2001;55:31-8.
greater consideration patients’ self-assessment of the conse-
5. Exley AR, Bacon PA, Luqmani RA, et al. Development and initial
quence of damage, either by incorporating patient self-
validation of the Vasculitis Damage Index for the standardized
assessments and/or including patients in the drafting of new
clinical assessment of damage in the systemic vasculitides. Arthritis
6. Kallenberg CG, Tervaert JW, Stegeman CA. Criteria for disease
Generic versus disease specificity. The VDI aims to meas-
activity in Wegener’s granulomatosis: a requirement for
ure damage in all forms of vasculitis. However, regarding
longitudinal clinical studies. APMIS Suppl 1990;19:37-9.
disease activity, there are advantages to developing specific
7. Guillevin L, Lhote F, Gayraud M, et al. Prognostic factors in
tools for assessing damage in the individual vasculitides.
polyarteritis nodosa and Churg-Strauss syndrome. A prospectivestudy in 342 patients. Medicine Baltimore 1996;75:17-28.
8. Savage CO. Microscopic polyarteritis: definition and relation to
Vasculitis Damage Assessment: VCRC-OMERACT
Wegener’s granulomatosis. APMIS Suppl 1989;6:8-9. Research Agenda
9. Nachman PH, Hogan SL, Jennette JC, Falk RJ. Treatment response
The VCRC-OMERACT group is pursuing the development
and relapse in antineutrophil cytoplasmic autoantibody-associated
of a new damage assessment tool specific for WG and MPA.
microscopic polyangiitis and glomerulonephritis. J Am Soc Nephrol1996;7:33-9.
This process will include comprehensive data collection in
10. Hoffman GS, Specks U. Antineutrophil cytoplasmic antibodies.
Personal non-commercial use only. The Journal of Rheumatology Copyright 2005. All rights reserved. The Journal of Rheumatology 2005; 32:12
17. WGET Research Group. Design of the Wegener’s granulomatosis
11. Hunder GG, Arend WP, Bloch DA, et al. The American College of
etanercept trial (WGET). Control Clin Trials 2002;23:450-68.
Rheumatology 1990 criteria for the classification of vasculitis.
18. Carrington CB, Liebow A. Limited forms of angiitis and
Introduction. Arthritis Rheum 1990;33:1065-7.
granulomatosis of Wegener’s type. Am J Med 1966;41:497-527.
12. Fries JF, Hunder GG, Bloch DA, et al. The American College of
19. Jayne D. Update on the European Vasculitis Study Group trials.
Rheumatology 1990 criteria for the classification of vasculitis.
20. WGET Research Group. Limited versus severe Wegener’s
13. Jennette JC, Falk RJ, Andrassy K, et al. Nomenclature of systemic
granulomatosis: baseline data on patients in the Wegener’s
vasculitis, proposal of an international conference. Arthritis Rheum
granulomatosis etanercept trial. Arthritis Rheum 2003;48:2299-309.
21. Exley AR, Carruthers DM, Luqmani RA, et al. Damage occurs
14. Langford CA, Talar-Williams C, Barron KS, Sneller MC. Use of a
early in systemic vasculitis and is an index of outcome. Q J Med
cyclophosphamide-induction methotrexate-maintenance regimen
for the treatment of Wegener’s granulomatosis: extended follow-up
22. Exley AR, Bacon PA, Luqmani RA, Kitas GD, Carruthers DM,
and rate of relapse. Am J Med 2003;114:463-9.
Moots R. Examination of disease severity in systemic vasculitis
15. de Groot K, Schmidt DK, Arlt AC, Gross WL, Reinhold-Keller E.
from the novel perspective of damage using the vasculitis damage
Standardized neurologic evaluations of 128 patients with Wegener
index. Br J Rheumatol 1998;37:57-63.
granulomatosis. Arch Neurol 2001;58:1215-21.
23. Boers M, Brooks P, Strand CV, Tugwell P. The OMERACT filter
16. Jayne D, Rasmussen N, Andrassy K, et al. A randomized trial of
for Outcome Measures in Rheumatology. J Rheumatol
maintenance therapy for vasculitis associated with antineutrophil
cytoplasmic autoantibodies. N Engl J Med 2003;349:36-44.
Articles presented at OMERACT 7 Conference
Special Interest Groups
• Measurement of Erosion Size/JSN• Magnetic Resonance Imaging
Workshops
• Psycoeducational Self-Management Interventions
• Patient Perspectives in Outcome Measurement
• Reconciling Subject Differences in RCT
• Outcome Measures in Psoriatic Arthritis
• Outcome Measures in Fibromyalgia Syndrome
Part 1 appeared in the October issue and Part 2 in the November issue of The Journal.
Personal non-commercial use only. The Journal of Rheumatology Copyright 2005. All rights reserved. Merkel, et al: Outcome measures in vasculitis
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