Heartburn, acid regurgitation and Barrett’s oesophagus

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Chapter 3 HEARTBURN, ACID REGURGITATION AND BARRETT’S OESOPHAGUS

EPIDEMIOLOGY, RISK FACTORS AND NATURAL HISTORY

Reflux symptoms are common with 15%–20% of adults experiencing heartburn at least once a week. GORD prevalence is higher in Western countries but is increasing elsewhere, particularly in Asia. This is thought to be due to an increase in Western lifestyle factors that may contribute to the development of GORD.

Obesity, alcohol consumption (>7 standard drinks a week), hiatal hernia or a first-degree relative with heartburn increase the risk of having reflux symptoms.

Patients with scleroderma, chronic respiratory disease, the institutionalised or intellectually handicapped and patients nursed in a supine position for prolonged periods are at increased risk of GORD.

In most patients, GORD is a chronic disorder and may have been present regularly for years prior to presentation. In others, symptoms may wax and wane while a minority may have transient symptoms. Milder symptoms may vary in intensity and occur only on some days. With increasing severity, symptoms tend to occur more often. Many patients will require long-term management, although in a minority symptoms do not relapse or relapse infrequently after a course of treatment.

Most patients with GORD have normal oesophageal mucosa at endoscopy (Figure 3.2). Only about one-third of patients with reflux disease have reflux oesophagitis confirmed by endoscopically visible mucosal breaks (erosions or ulceration).

PATHOPHYSIOLOGY

GORD is usually associated with excessive exposure of the oesophagus to gastric contents, particularly acid and pepsin. This is largely the result of an increased frequency of reflux episodes, but impaired clearance of stomach contents from the oesophagus is also a factor. The degree of excess oesophageal acid exposure correlates with the likelihood and severity of oesophagitis. The pathophysiology of non-erosive GORD appears heterogeneous. Some patients have excess oesophageal acid exposure whereas, in others, symptoms appear to be triggered by weakly acidic reflux episodes. Functional heartburn is a term used to describe apparently typical GORD symptoms that have no definable relationship with acid exposure.

The tonic activity of the lower oesophageal sphincter (LOS) prevents reflux. When LOS function is impaired there is an inappropriate increase in transient LOS relaxations, which permit an increase in reflux episodes. In addition some reflux episodes occur because of defective basal LOS pressure.

Hiatal hernia is common in reflux disease. Hiatal hernia increases the likelihood that reflux will occur by impairing LOS function. However, the presence of a hiatal hernia does not necessarily mean that reflux disease is present.

Obesity is associated with an increased risk of GORD. It promotes reflux by a number of mechanisms including increased intra-abdominal pressure, reduced oesophageal clearance and gastric emptying, reduced LOS tone and the increased likelihood of hernia. Factors that may aggravate reflux include dietary components such as fat, chocolate, caffeine and alcohol as well as possibly smoking and some drugs.

DIAGNOSIS

Symptom recognition and assessment

The diagnosis of GORD is mostly based on symptom assessment. The most characteristic and common symptom is heartburn. However, it is important to use descriptive language such as ‘a burning feeling rising up from the stomach or lower chest towards the neck’, as the term ‘heartburn’ is widely interpreted and has variable meaning in different cultures. Regurgitation is also common. Excessive belching, odynophagia and waterbrash (sudden filling of the mouth with saliva) also occur in GORD. Periodic dysphagia is not infrequent, but new onset, frequent or progressive dysphagia is an indication for prompt endoscopy to exclude mechanical obstruction due to peptic strictures or malignancy. Overt bleeding occurs occasionally but is rarely severe. Occult iron deficiency may result from oesophagitis or from Cameron lesions (linear erosions caused by mechanical trauma due to the effect of the diaphragm on a hiatal hernia sac). However, iron deficiency should not be ascribed to oesophagitis or hiatal hernia without considering colonic causes for blood loss.

Accurate recognition of heartburn has reasonable sensitivity for the diagnosis of reflux. Assessment of the duration, frequency and severity of this and other symptoms and of the impact of symptoms on quality of life will determine if GORD is present and allow grading of the severity of the condition, which in turn guides the intensity of therapy.

Atypical symptoms include chest pain, which may mimic cardiac pain, and symptoms associated with extra-oesophageal manifestations of GORD including cough, sore throat, hoarseness and wheeze. GORD should be considered in patients who present with no other apparent cause for these symptoms although most patients with reflux-induced extra-oesophageal symptoms will also have typical GORD symptoms.

Symptoms of GORD may be similar to those of other upper gut disorders, especially peptic ulcer disease and functional dyspepsia. About two-thirds of patients with reflux symptoms will also complain of upper abdominal pain or discomfort (dyspepsia). In some GORD patients epigastric pain may be the major symptom of GORD and in these cases it is difficult to distinguish GORD from other conditions.

About 40% of patients with irritable bowel syndrome also complain of reflux symptoms. Such an overlap suggests both conditions may be part of the spectrum of a broader gastrointestinal disorder representing variations in the presentation of an irritable gut.

GORD symptom severity is not a reliable guide to the presence or severity of oesophagitis. In some patients, particularly the elderly or intellectually disabled patients, severe oesophagitis may be present with only mild symptoms. The presence of dysphagia, odynophagia, nocturnal choking, haematemesis or weight loss should alert the clinician to the possibility of severe or complicated GORD, or to an alternative serious diagnosis.

INVESTIGATIONS

The role of endoscopy

It is inappropriate to investigate every patient with suspected GORD. Patients who have mild, typical reflux symptoms and no alarm symptoms may be given a trial of therapy without investigation.

Endoscopy is warranted if the diagnosis is unclear, because symptoms are either non-specific or atypical for GORD or are ‘mixed’ with upper gut symptoms, such as epigastric pain (Table 3.1). Endoscopy should also be undertaken for symptoms that persist or are refractory to treatment, when complications are suspected or there are alarm symptoms present (weight loss, dysphagia, odynophagia, bleeding or anaemia).

TABLE 3.1 Endoscopy recommendations

Endoscopy is specific but not sensitive for the diagnosis of GORD as most patients have non-erosive GORD. However, it has an important role in the evaluation of GORD in selected patients. It allows the exclusion of alternative diagnoses, an assessment of the severity of oesophagitis (graded A–D by the LA classification), the diagnosis of complications and may allay physician and patient anxiety.

Barium swallow has a minor role in investigating GORD, except in some cases where it may be useful to plan management in patients with persistent dysphagia when a stricture is suspected or for the assessment of a large hiatal hernia.

MANAGEMENT OF GORD

The goals of management in primary care are to recognise and treat symptoms, reduce risk and restore quality of life in patients suffering from GORD. Medical therapy is the mainstay of treatment with surgery appropriate for a select minority. The role of endoscopic therapy remains to be established.

Medical therapy

PPIs are the most effective therapy for GORD, providing rapid and reliable symptom resolution and healing of oesophagitis in most patients (80% after 8 weeks). Management involves a first phase of diagnosis, assessment of severity and initial trial of once-daily PPI therapy, usually given before breakfast, for 4–8 weeks (Figure 3.3). Patients with prominent evening or nocturnal symptoms may be dosed before the evening meal. A positive initial response to PPI therapy supports the clinical diagnosis, relieves symptoms, reassures the patient and heals oesophagitis if present. While the majority of patients with GORD will achieve good control of symptoms, a substantial minority will not. These patients are more likely to have non-erosive GORD with less acid reflux demonstrable and are less responsive to acid suppression.

The second or maintenance phase involves tailoring an individualised long-term plan using the lowest dose and frequency of drug possible. The aim is to control symptoms and minimise relapses, reduce the risk of complications of the disease or of therapy and to minimise costs. Patients with longstanding, severe symptoms or a higher grade of oesophagitis need continuous PPI therapy, as relapse is inevitable if treatment is withdrawn. A few patients need twice-daily dosing. Milder disease is treated with less intense therapy. A trial of treatment cessation is warranted in patients with short-term symptoms as not all patients relapse. An attempt can be made to ‘step down’ to a lower PPI dose or to an H2-receptor antagonist (H2-RA). Intermittent, self-directed (‘on demand’) therapy is effective for some patients with less frequent symptoms. Patient-directed use of antacids, antacid/alginate combinations or ‘over the counter’ H2-RAs may be helpful for the relief of mild and occasional reflux symptoms but are adjunctive treatment only for significant GORD. Prokinetic agents have little role in management.

PPIs are safe drugs but minor adverse effects may include headache, nausea and diarrhoea. There is a slightly increased risk of community acquired pneumonia, and bacterial gastroenteritis. Interstitial nephritis occurs rarely with PPI use. Initial concerns about potential risk of long-term acid suppression have not been realised after 20 years of PPI usage, but ongoing surveillance is required. PPIs have a very low rate of clinically important drug interactions.

Barrett’s oesophagus

Definitions of Barrett’s oesophagus vary, but the core component is the presence of metaplastic columnar epithelium from the gastro-oesophageal junction and extending proximally. Specialised intestinal metaplasia (SIM) is often identified in this metaplastic epithelium and it is the presence of SIM that confers the risk of progression to dysplasia and adenocarcinoma. For this reason the presence of oesophageal SIM identified by histological examination of biopsy specimens is considered a prerequisite for the diagnosis of Barrett’s oesophagus by some, whereas others prefer to describe Barrett’s oesophagus on endoscopic appearances and then specify the presence or absence of SIM after biopsy results are available. The endoscopic description of Barrett’s oesophagus should include a standardised measure of extent.

About 4%–8% of Caucasian patients with GORD who undergo endoscopy will have Barrett’s oesophagus. Caucasian males aged over 50 years have the highest risk for the development of Barrett’s oesophagus and progression to adenocarcinoma. Obesity and smoking are added risk factors.

The majority of people with a Barrett’s oesophagus remain undiagnosed and unaware of the condition. The frequency and severity of heartburn are not useful for the prediction of the presence of Barrett’s oesophagus. There is no evidence that acid control by PPIs or surgery reverses the condition. Whether PPI therapy reduces the risk of progression to dysplasia remains to be confirmed.

There is no evidence that general population screening for Barrett’s oesophagus will affect mortality from oesophageal adenocarcinoma. Furthermore, there is no convincing evidence that screening all patients with GORD for Barrett’s oesophagus by endoscopy would be of benefit. Targeted screening of individuals at higher risk of developing the condition has been proposed. When patients who have endoscopy to evaluate GORD are found to have Barrett’s oesophagus, ongoing endoscopic surveillance is often offered, although there is no unequivocal evidence for a clinical or health economic benefit from such a strategy. When Barrett’s oesophagus is found, multiple biopsies should be obtained in four quadrants at 2 cm intervals along the Barrett’s mucosa to determine if SIM is present and to search for dysplasia or cancer. The highest yield for this occurs at the initial diagnosis of Barrett’s oesophagus and not during subsequent surveillance. The risk of progression to cancer appears greater for those with long-segment Barrett’s oesophagus (>3 cm) and has been estimated to be about 0.5% annually. Surveying patients with short-segment Barrett’s oesophagus (<3 cm) or SIM occurring just at or above the gastro-oesophageal junction is controversial as the cancer risk is lower.

When Barrett’s oesophagus is found or suspected in the presence of oesophagitis, epithelial atypia or dysplasia may be misdiagnosed. In this case the examination needs to be repeated after mucosal healing with PPIs. Surveillance of Barrett’s oesophagus after initial diagnosis aims to identify patients who progress to high-grade dysplasia or early adenocarcinoma so that appropriate intervention can be provided to improve survival. The optimal surveillance interval is not defined. Generally, 2–3-yearly biopsies are recommended.

As the likelihood of Barrett’s oesophagus increases with advancing age, many patients with Barrett’s oesophagus have substantial comorbidities and increased risk for mortality from other causes. Moreover, oesophagectomy for high-grade dysplasia or cancer has significant risks in older patients. For these reasons, endoscopic techniques for treating Barrett’s oesophagus and dysplasia are being trialled in specialised centres. Such techniques include endoscopic mucosal resection or ablative methods such as photodynamic therapy, laser therapy, multipolar electrocoagulation, argon plasma coagulation, radiofrequency ablation and cryotherapy. Whether ablation therapy eliminates or significantly reduces the risk of cancer or reduces the need for ongoing surveillance is not known and it is yet to be determined whether the risks associated with these therapies are less than the risk of Barrett’s oesophagus progressing to cancer.

When low-grade dysplasia is found, repeat endoscopy with biopsies should be done within 6 months, with the patient on PPIs, to determine if high-grade dysplasia has been missed. If low-grade dysplasia persists, re-surveillance at 6 months and then annually is recommended.

When high-grade dysplasia is found, it is mandatory to have the pathology reviewed by another pathologist and, if there is doubt, to repeat the biopsies. About one-third of patients with high-grade dysplasia have an underlying cancer and a variable number (15%–60%) will progress to cancer within 4 years especially when high-grade dysplasia is multifocal. When high-grade dysplasia is confirmed, consideration for oesophagectomy is an option in patients fit for surgery. An alternative is intensive surveillance (every 3 months) until intramucosal cancer is detected, then surgery (as not all dysplasia will progress to cancer), but such a strategy is problematical. If the patient declines or is not fit for surgery, endoscopic techniques are an option.

SUMMARY

Heartburn is defined as a burning sensation in the retrosternal area. Regurgitation is the perception of flow of reflux gastric content into the mouth or hypopharynx. GORD is defined as a condition that develops when the reflux of stomach contents causes troublesome symptoms or complications. Risk factors for GORD include hiatal hernia, obesity and increasing age. Most GORD is non-erosive (endoscopy-negative reflux disease). About one-third of patients have oesophagitis (erosions or mucosal breaks). GORD is associated with excessive oesophageal acid exposure. Some patients have symptoms triggered by weakly acidic reflux episodes. GORD encompasses oesophageal syndromes and extra-oesophageal syndromes. The diagnosis of GORD is mostly symptom based. Typical symptoms are heartburn and acid regurgitation. Other symptoms include excessive belching, odynophagia and waterbrash. Atypical symptoms include chest pain, cough and sore throat. Dysphagia occurs with GORD, but in conjunction with weight loss, anaemia or bleeding is an indication for endoscopy to exclude strictures or malignancy. Notably, GORD symptoms can overlap with peptic ulcer disease and functional (non-ulcer) dyspepsia. In some patients with GORD, epigastric pain is the major symptom. Many patients with irritable bowel syndrome (IBS) also complain of reflux symptoms, suggesting that both conditions may be part of the spectrum of a broader gastrointestinal disorder. Assessment of the duration, frequency and severity of symptoms and the impact of symptoms on quality of life allows grading of GORD severity and guides therapy. A positive response to a therapeutic trial of PPI therapy supports the diagnosis of GORD, although both false positives and false negatives occur with a PPI trial. Endoscopy is warranted if the diagnosis is unclear or when symptoms persist or are refractory, or if there are alarm symptoms. The goals of management are to relieve symptoms, reduce risk and restore quality of life. PPIs are the most effective pharmacotherapy for GORD providing rapid and reliable symptom resolution and healing of oesophagitis in most patients. Management involves an initial trial of a PPI and a tailored long-term plan using the lowest dose and frequency of drug. Antireflux surgery is an option for a selected minority or those who prefer not to take acid suppression therapy. Weight loss in obese patients may improve symptoms of GORD and should be advised. Barrett’s oesophagus is a premalignant condition conferring an increased risk of oesophageal adenocarcinoma. However, there is controversy regarding optimal screening, surveillance and treatment for this condition currently.