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Editorial

Indian Pediatrics 2008; 45:737-739

Performing TB Research in Children – Issues to Consider

 

Ben J Marais

Professor, Department of Paediatrics and Child Health and the Desmond Tutu TB Centre,
Faculty of Health Sciences, Stellenbosch University, CapeTown, South Africa.
E-mail: [email protected] 

Tuberculosis (TB) control programs place an almost exclusive emphasis on adults with sputum smear-positive disease, as they represent the most infectious cases that sustain the TB epidemic. However, although pre-adolescent children contribute little to TB transmission, they contribute significantly to the global TB caseload and experience considerable TB-related morbidity and mortality, especially in high burden settings(1-4). Despite TB being an easily treatable disease few children in these settings have access to TB treatment, as evidenced by the absence of child friendly drug formulations in many high burden countries. Luckily this is changing and there is increased awareness and commitment at an international level to reduce the TB disease burden in children. The World Health Organization (WHO) recently published guidelines for national TB programs on the management of TB in children(5), and for the first time the Global Drug Facility (GDF) has made child friendly drug formulations available to poor countries. These positive developments focus the attention on the tenacious problem of establishing an accurate TB diagnosis in children, particularly in TB-endemic settings with limited resources that carry the brunt of the disease burden.

The diagnosis of TB in children is complicated by the absence of a practical "gold standard" test, as sputum smears, the "gold standard" used in adults, are positive in less than 10-15% of children diagnosed with TB(6). For research purposes accurate case definition is essential and revolves mainly around the ability to differentiate primary infection from active disease. Primary infection occurs when a previously uninfected child inhales an infectious aerosol droplet and a localized pneumonic process, referred to as the Ghon focus, results at the site of organism deposition. Initially unrestrained organism multiplication occurs within the Ghon focus and bacilli drain via local lymphatics to the regional lymph nodes to form the classic Ghon complex, represented by the Ghon focus, with or without some overlying pleural reaction, and affected regional lymph nodes(7).

Spread of bacilli beyond the regional lymph nodes (occult dissemination) is not uncommon during this early phase before cell-mediated immunity is fully activated and positive M. tuberculosis cultures may be found in the absence of active disease eg. following culture collection in otherwise asymptomatic children with a history of recent TB exposure(4,8). This demonstrates the uncomfortable overlap that exists between recent infection and active disease. It is important to consider this overlap when case definitions are formulated for research purposes, particularly in the contact setting. It is less relevant in everyday clinical practice where there is no reason to obtain cultures from a completely asymptomatic child.

Culture-based case definitions remain the most definitive outcome measure available, but it is important to be aware of its limitations. Firstly, despite being far more sensitive than smear microscopy, culture yields remain low in children with less advanced disease. Secondly, transient M. tuberculosis excretion may occur after recent primary infection (probably also after re-infection) in the absence of symptoms or signs indicative of active disease(4,8). Unfortunately, there is no novel test on the immediate horizon that promises improved sensitivity and specificity. A recent review of novel diagnostic tests demonstrated inadequate test validation in children and persistent difficulty to differentiate M. tuberculosis infection (recent primary infection, re-infection or latent infection) from active disease(6).

Chest radiography is often used as a practical alternative; although it has well recognized limitations and interpretation is highly subjective(6). Uncomplicated hilar adenopathy remains the most common disease manifestation in children and is usually regarded as the hallmark of primary tuberculosis(9). By convention, asymptomatic hilar adenopathy is currently treated as active disease, but in terms of pathophysiology, microbiology and natural history, asymptomatic hilar adenopathy is more indicative of recent primary infection and particular caution is required when interpreting the relevance of these radiologic signs in the absence of clinical data.

During protocol development it is essential to carefully consider the point of entry (to prevent/reduce selection bias), to develop clear definitions for the symptoms and signs that will be evaluated and to define the outcome measure (case definition) that will be used. The most accurate case definitions are provided by a combination of symptomatic presentation and either bacteriologic confirmation or radiographic certainty. In our experience, the majority of symptomatic children diagnosed with intra-thoracic TB have unequivocal X-ray chest (CXR) signs(9). The following measures were identified to try and optimize radiographic diagnosis as a study endpoint; 1) only perform chest radiographs on symptomatic children, 2) antero-posterior and lateral views should be taken, 3) all chest radiographs should be read by two independent blinded experts with sufficient clinical experience, 4) the quality of the CXR should be assessed first and poor quality radiographs rejected/repeated, 5) observations must be documented on a standard report form, and 6) expert readers must have the option to indicate uncertainty.

When reporting results, it is important to reflect the demographics of the study population with special emphasis on risk stratification(4). The natural history of disease demonstrates that age and immune status are the most important variables that determine the risk to progress to active disease following primary M. tuberculosis infection. Immune competent children older than 3 years of age are at low risk, but as the vast majority of children only become infected after 2-3 years of age, they still contribute a significant percentage of the total disease burden. In settings where HIV is prevalent, it is important to report the HIV status, as this has a dramatic influence on the child’s risk to develop TB and the type of disease manifestations that may occur(10).

It is also important to reflect the disease diversity observed. Childhood tuberculosis represents a diverse spectrum of pathology and one of the obstacles to progress has been the lack of standard descriptive terminology. Accurate disease classification is important to provide the reader with a clear overview. If intra- and extra-thoracic disease entities are not separated, it becomes extremely difficult to evaluate the relevance of the CXR findings e.g., cervical adenitis, the most common extra-thoracic disease manifestation of TB in children, is frequently associated with a normal CXR(11,12). Consistent and standardized terminology should also be used to describe CXR findings to facilitate comparison and scientific communication(7).

This edition of the journal contains results from an observational study on child TB that demonstrates some of the issues outlined above. Doing research on children with TB remains a daunting task and studies conducted in high burden settings add valuable new data. In order to improve understanding and facilitate progress, we need to develop consistent methodology that takes some of the issues discussed into consideration.

Funding: None.

Competing interests: None stated.

References

1. Chintu C, Mudenda V, Lucas S, Lucas S, Nunn A, Lishimpi K, et al. Lung diseases at necropsy in African children dying from respiratory illnesses: a descriptive necropsy study. Lancet 2002; 360: 985-990.

2. McNally LM, Jeena PM, Gajee K, Thula SA, Sturm AW, Cassol S, et al. Effect of age, polymicrobial disease, and maternal HIV status on treatment response and cause of severe pneumonia in South African children: a prospective descriptive study. Lancet 2007; 369: 1440-1451.

3. Marais BJ, Hesseling AC, Gie RP, Schaaf HS, Beyers N. The burden of childhood tuberculosis and the accuracy of routine surveillance data in a high-burden setting. Int J Tuberc Lung Dis 2006; 10: 259-263.

4. Marais BJ, Gie RP, Schaaf HS, Donald PR, Beyers N, Starke J. Childhood pulmonary tuberculosis – Old wisdom and new challenges. Am J Resp Crit Care Med 2006; 173: 1078-1090.

5. World Health Organization. Guidance for National Tuberculosis Programmes on the Management of Tuberculosis in Children. WHO, Geneva, Switzerland. WHO/HTM/TB/2006.371.

6. Marais BJ, Pai M. New approaches and emerging technologies in the diagnosis of childhood tuberculosis. Paediatr Respir Rev 2007; 8: 124-133.

7. Marais BJ, Gie RP, Schaaf HS, Starke JR, Hesseling AC, Donald PR, et al. A proposed radiological classification of childhood intra-thoracic tuberculosis. Ped Radiol 2004; 33: 886-894.

8. Marais BJ, Gie RP, Schaaf HS, Hesseling AC, Obihara CC, Starke JJ, et al. The natural history of childhood intra-thoracic tuberculosis: a critical review of the pre-chemotherapy literature. Int J Tuberc Lung Dis 2004; 8: 392-402.

9. Marais BJ, Gie RP, Hesseling AC, Schaaf HS, Lombard C, Enarson DA, et al. A refined symptom-based approach to diagnose pulmonary tuberculosis in children. Pediatrics 2006; 118: e1350-1359.

10. Marais BJ, Graham SM, Cotton MF, Beyers N. Diagnostic and management challenges of childhood TB in the era of HIV. J Infect Dis 2007; 196 (Suppl 1): S76-S85.

11. Marais BJ, Gie RP, Schaaf HS, Hesseling AC, Enarson DA, Beyers N. The spectrum of childhood tuberculosis in a highly endemic area. Int J Tuberc Lung Dis 2006; 10: 732-738.

12. Marais BJ, Wright C, Schaaf HS, Gie RP, Hesseling AC, Enarson DA, et al. Tuberculous lymphadenitis as a cause of persistent cervical lymphadenopathy in children from a tuberculosis-endemic area. Pediatr Inf Dis J 2006; 25: 142-146.

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