Immunity, inflammation and infection

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Immunity, inflammation and infection

Immune responses

Innate immunity

The innate system produces a semi-specific response to newly encountered organisms. It is also essential to triggering adaptive responses via signalling cytokines. Macrophages and dendritic cells patrol the tissues for foreign proteins likely to indicate infection. Invaders bearing foreign proteins are engulfed and destroyed by antimicrobial molecules and the complement system is activated. Once engaged, the Toll-like receptors prompt the cells to unleash particular suites of cytokines which recruit additional macrophages, dendritic cells and other immune cells to contain and destroy the infecting organisms. Dendritic cells containing engulfed protein then transit to lymph nodes where they present fragments of the pathogen’s protein to an array of T cells and release more cytokines. Lipopolysaccharide (LPS) produced by Gram-negative bacteria is a particularly powerful immune stimulator. It prompts inflammatory cells to release tumour necrosis factor alpha (TNF-alpha), interferon and interleukin-1 (IL1). These cytokines are probably the most important in controlling the inflammatory response, and also, if unchecked, in causing autoimmune disorders, e.g. rheumatoid arthritis.

At least 10 human varieties of TLRs are known. They act in pairs and each pair binds to a different class of protein characteristic of a type or group of organisms, e.g. Gram-negative bacteria, single-stranded DNA viruses or flagellin. The released cytokines generate the typical symptoms of infection—fever and flu-like symptoms.

Overactivity of this innate system can lead to potentially fatal sepsis. TLRs may also be implicated in autoimmunity by responding inappropriately, for example to damaged cells. A range of drugs that activate particular TLRs are in advanced stages of testing, e.g. as vaccine adjuvants or antiviral agents. Inhibitors are also under development for treating sepsis, inflammatory bowel disease and autoimmune diseases, so far with limited success.

Inflammation

Acute inflammation

Introduction: Acute inflammation is the principal mechanism by which living tissues respond to injury. The purpose is to neutralise the injurious agent, to remove damaged or necrotic tissue and to restore the tissue to useful function. The central feature is formation of an inflammatory exudate with three principal components: serum, leucocytes (predominantly neutrophils) and fibrinogen.

Formation of inflammatory exudate involves local vascular changes collectively responsible for the four ‘cardinal signs of Celsus’—rubor (redness), tumor (swelling), calor (heat) and dolor (pain)—as well as loss of function. These vascular phenomena are described in Figure 3.1. The outcomes of acute inflammation are summarised in Figure 3.2.

Abscess formation (Fig. 3.3): An abscess is a collection of pus (dead and dying neutrophils plus proteinaceous exudate) walled off by a zone of acute inflammation. Acute abscess formation particularly occurs in response to certain pyogenic microorganisms that attract neutrophils but are resistant to phagocytosis and lysosomal destruction. Abscesses also form in response to localised tissue necrosis and to some organic foreign bodies (e.g. wood splinters, linen suture material). The main pyogenic organisms of surgical importance are Staphylococcus aureus, some streptococci (particularly Strep. pyogenes), Escherichia coli and related Gram-negative bacilli (‘coliforms’), and Bacteroides species (spp.).

Without treatment, abscesses eventually tend to ‘point’ to a nearby epithelial surface (e.g. skin, gut, bronchus), and then discharge their contents. If the injurious agent is thereby eliminated, spontaneous drainage leads to healing. If an abscess is remote from a surface (e.g. deep in the breast), it progressively enlarges causing much tissue destruction. Sometimes local defence mechanisms are overwhelmed, leading to runaway local infection (cellulitis) and sometimes systemic sepsis.

Even with small, well-localised abscesses, showers of bacteria may enter the general circulation (bacteraemia) but are mopped up by hepatic and splenic phagocytic cells before they can proliferate. This is responsible for the swinging pyrexia characteristic of an abscess. The abscess site may not be clinically evident if deep-seated (e.g. subphrenic or pelvic abscess) and the patient may be otherwise well. In the presence of an abscess, circulating neutrophils rise dramatically as they are released from the bone marrow; thus, a marked neutrophil leucocytosis (i.e. WBC greater than 15 × 109/L with more than 80% neutrophils) usually indicates a pyogenic infection. Severe infection causing excessive cytokine responses spilling over into the systemic circulation causes systemic sepsis and rapid clinical deterioration (see p. 51).

Wound healing

Healing by primary intention: The simplest example of organisation and repair is healing of an uncomplicated skin incision (see Fig. 3.4). There is no necrotic tissue and the wound margins are brought into apposition with sutures. An acute inflammatory response develops in the vicinity of the incision, and by the third day granulation tissue bridges the dermal defect. In the meantime, epithelium proliferating rapidly from the wound edges restores the epidermis. Fibroblasts invade the granulation tissue, laying down collagen so the repair is strong enough for suture removal after 5–10 days. The scar is still red but blood vessels gradually regress and it becomes a pale linear scar within a few months. This is known as healing by primary intention.

Healing by secondary intention: If tissue loss prevents the wound edges from coming together, healing has to bridge the defect, which is initially filled with blood clot. This later becomes infiltrated by vascular granulation tissue from the healthy wound base. Inflammatory exudate solidifies, forming a protective scab. Fibroblasts invade and lay down collagen in the extracellular spaces; after about a week, some fibroblasts differentiate into myofibroblasts and contraction of their myofibrils eventually shrinks the wound defect by 40–80%, beginning about 2 weeks after the injury. Over the weeks and months, blood vessels regress and more collagen is formed, leaving a relatively avascular scar; gradual contraction of the mature collagen (cicatrisation), combined with wound contraction, ensures the final scar is much smaller than the original defect. The epidermal defect is gradually bridged by epithelial proliferation from the wound margins. Epithelial cells slide over each other beneath the edges of the scab on the granulation tissue surface and the scab is eventually shed. This whole process is known as healing by secondary intention (see Fig. 3.4).

Chronic inflammation

Sometimes an injurious agent persists over a long period causing continuing tissue destruction. The body attempts to deal with the original and the continuing damage by acute inflammation, organisation and repair, all at the same time. The damaged area may display several pathological processes at once, i.e. tissue necrosis, an inflammatory response, granulation tissue formation and fibrous scarring. This is known as chronic inflammation and is characterised histologically by a predominance of macrophages (sometimes forming giant cells), responsible for phagocytosis of necrotic debris. Lymphocytes and plasma cells are also present, indicating immunological involvement in chronic inflammation.

Chronic inflammation represents a tenuous balance between a persistent injurious agent and the body’s reparative responses. Healing only occurs if the injurious agent is removed and then proceeds in the usual manner but often with much more scarring.

A range of agents can lead to chronic inflammation. The clinical patterns can be grouped into three categories:

Chronic abscesses

A chronic abscess arises if the agent causing an acute abscess is not fully eliminated. Pus continues to be formed and the abscess either persists, discharges continuously via a sinus or else ‘points’ and discharges periodically with the sinus healing over between times. A chronic abscess wall consists of fibrous scar tissue lined with granulation tissue.

Causes of chronic abscesses include:

• Infected foreign bodies are probably the most common cause in modern surgical practice. Foreign bodies implanted deliberately may become infected (e.g. synthetic mesh for inguinal hernia repair, prosthetic hip joint); others become embedded during trauma (e.g. glass fragments)

• Dead (necrotic) tissue can act as a foreign body, forming a nidus for infection. For example, diabetes may be complicated by deep foot infections with necrosis of tendon and bone leading to chronic abscesses and ulcers. Hairs deeply implanted in the natal cleft skin may cause a pilonidal sinus or abscess. An infected dead tooth or root fragment may intermittently discharge via an associated ‘gum boil’ (see Fig. 3.6). Chronic osteomyelitis is associated with remnants of dead bone known as sequestra

• Deep abscesses. A chronic abscess can arise without a foreign body if the acute abscess is so deep as to prevent spontaneous drainage. The best example is a subphrenic abscess

Chronic ulcers

An ulcer is defined as a persistent defect in an epithelial or mucosal surface. Except for malignant ulcers, ulceration usually results from low-grade mechanical or chemical injury to epithelium and supporting tissue, together with an impaired reparative response. For example, elderly debilitated patients are susceptible to pressure sores (‘bed sores’) which develop over bony prominences such as the sacrum and heels. In these cases, immobility or diminished protective pain responses prevent the patient regularly shifting position to relieve the pressure of body weight. Tissue necrosis results and healing is impaired by the presence of necrotic tissue and continuing pressure ischaemia. Other contributing factors may include poor tissue perfusion (from cardiac or peripheral vascular disease) and malnutrition.

Another common ulcer is the longstanding leg ulcer in chronic venous insufficiency; this fails to heal because of local nutritional impairment induced by high venous pressure and oedema and is often exacerbated by secondary infection. Ischaemic leg ulcers fail to heal because of insufficient arterial blood flow.

In summary, a chronic ulcer represents an unresolved balance between persistent damaging factors and inadequate reparative responses. The principle of managing ulcers is to remove damaging factors and promote healing mechanisms.

Specific granulomatous infections and inflammations

Certain microorganisms excite a minimal acute inflammatory response whilst stimulating a chronic inflammatory response almost from the outset. These include Mycobacterium tuberculosis, Mycobacterium leprae and Treponema pallidum (causing tuberculosis, leprosy and syphilis, respectively). Lesions are characterised by accumulation of macrophages forming granulomas, and the diseases are known as granulomatous infections.

A tuberculous cold abscess, now rare in developed countries, is a pus-like accumulation of liquefied caseous material containing the occasional mycobacterium. In contrast to a pyogenic abscess, the lesion is cold to the touch since there is no acute inflammatory vascular response. Cervical lymph node tuberculosis (‘scrofula’) often produced a ‘collar-stud’ abscess, i.e. a superficial fluctuant abscess communicating with a deep (and often larger) lymph node abscess via a small fascial defect. Tuberculosis of the thoracolumbar spine causes local destruction and deformity and may track down beneath the inguinal ligament within the psoas sheath, presenting as a ‘psoas abscess’ in the groin. A tuberculous ulcer overlying tuberculous inguinal nodes is shown in Figure 3.7.

Certain extremely fine particulate materials such as talc and beryllium produce similar granulomatous reactions known as foreign body granulomas. Talc was traditionally used as a lubricant powder in surgical gloves and sometimes caused severe peritoneal granulomatous reactions. For this reason, when body cavities are opened, best practice is to use gloves without powder.

Infection

General principles

It is important to distinguish between colonisation, infection and sepsis:

Clinically significant infection arises when the size of an inoculum or the virulence of a microorganism is sufficient to overcome the innate and adaptive immune responses and lead to symptoms. The virulence of an organism depends on its qualities of adherence and invasiveness and its ability to produce toxins. Tissue invasion of microorganisms may be enhanced by their secretion of enzymes (e.g. hyaluronidase and streptokinase), by mechanisms to avoid phagocytosis (e.g. encapsulation or spore formation), by inherent resistance to lysosomal destruction or by their ability to kill phagocytes. Toxins may be secreted by the organism (exotoxins) or released upon the death of the organism (endotoxins). In either case the toxin may produce local tissue damage (e.g. gas gangrene), cause distant toxic effects (e.g. tetanus), or activate cytokine systems to cause systemic sepsis, sometimes including disseminated intravascular coagulopathy.

Infections may be community-acquired (e.g. pneumococcal lobar pneumonia in a fit young adult) or hospital-acquired. The latter are also known as nosocomial infections and are defined as infections not present or incubating at the time of admission. A third category is health care-associated infection (HCAI) in patients making frequent contacts with health care institutions or in long-term care. Nosocomial infection may be acquired by cross-infection from infected patients, from contaminated furnishings, or from ‘carriers’ among staff by inhalation, ingestion or through contamination of medical equipment and devices such as intravenous cannulae or urinary catheters. These infections are often caused by antibiotic-resistant bacteria such as meticillin-resistant Staphylococcus aureus (MRSA). Risk of such infections can be drastically reduced by the simple measure of everyone in contact with patients cleansing their hands with alcohol-based gel between every patient contact. Known MRSA-infected patients or carriers should be isolated when in hospital. Patients having operations where infection carries very high risk should ideally be treated in areas separated from sick patients, especially emergency admissions from long-term care institutions. Particular risk is associated with eye surgery, joint replacements and prosthetic vascular grafts.

Postoperative patients are at particular risk of nosocomial infections (e.g. pneumonias, urinary tract infections) as host defences are impaired by the surgical assault, and physiological protective mechanisms are disrupted allowing infection to gain ascendancy. For example, neutropenia predisposes to infection, and smokers are more liable to develop bronchopneumonia following general anaesthesia. The surgical patient’s general resistance may be further impaired by malnutrition, malignancy, rheumatoid disease, corticosteroids or other immunosuppressive drugs.

In post-surgical (‘surgical site’) infections, organisms enter the tissues via an abnormal breach of epithelium. This may be surface damage (such as a surgical or traumatic wound or an injection) or result from a perforated viscus. The infecting organisms are often part of the patient’s normal skin, bowel or respiratory tract flora or are normally present in the external environment. For example, Staph. epidermidis is commonly present on skin but causes serious chronic infection of implanted arterial grafts.

Methods of control of nosocomial infection

Universal blood and body fluid precautions

Increasing awareness of blood-borne viral infections such as hepatitis B and C and the prevalence of HIV led to the concept of universal blood and body fluid precautions in combating cross-infection between patients and staff. Staff often try to be vigilant with high-risk patients but relax at other times. However, this extra care soon lapses. For this reason, every patient should be assumed to be a potential carrier of blood-borne infection and precautions employed whenever skin is likely to be breached and whenever instruments contaminated with blood or other body fluids are handled. Transmission of infection occurs in obvious situations such as needle-stick injury (see below) and with less obvious events such as splashes of infected material into the eye.

Disposable gloves should be worn for all medical procedures and physical examinations except for palpating skin with no obvious open lesion in patient or examiner. Staff with broken skin should apply occlusive dressings. Protective eyewear should be worn during invasive procedures to prevent conjunctival splashes.

Needle-stick and other penetrating injuries: Sharps injury, especially from a contaminated hollow needle (needle-stick injury), may lead to transmission of infection if the patient carries a blood-borne virus. Such injuries are capable of transmitting hepatitis B and C but the risk for HIV is much lower because the viral concentration in HIV-positive fluids is much lower and the volume transmitted is small.

Needle-stick injury is common but is largely avoidable: resheathing of used needles causes about 40% of needle-stick injuries and should be avoided. Venepuncture is a high-risk procedure and should be performed with caution. Needles, scalpel blades and other disposable instruments contaminated with blood should be handled with care and disposed of immediately into special plastic ‘sharps’ containers.

Viral infection following sharps injury: If a definite sharps injury has occurred that involves blood being transmitted from an infected person, the risk of hepatitis B infection to the recipient is about 25%. For hepatitis C the risk is 2% and for HIV 0.5%. There is also a very high risk after sharps injury in a recreational environment (e.g. needles left on the beach by intravenous drug users) since hepatitis B and HIV survive well in warm, moist conditions, especially in serum and tissue debris. Thus all sharps injuries should be treated with the utmost concern. A recommended protocol is shown in Box 3.1.

Box 3.1   Protocol for managing ‘sharps’ injuries

1. Wash injured area immediately and encourage blood to flow from wound

2. Record names of people involved and all details of incident

3. Test injured person (the recipient) serologically for HIV, hepatitis B and hepatitis C

4. Test person whose blood/body fluids contaminated the sharp (the donor) for HIV, hepatitis B and hepatitis C

5. If hepatitis B status of recipient or donor is uncertain and cannot be determined reliably within 48 hours of injury (e.g. over a weekend), administer the following to the recipient as soon as possible:

6. The immune status of donor and recipient dictates further management as follows:

7. Follow up recipients with serological testing after 3 months (hepatitis B, hepatitis C, HIV), 6 months (hepatitis B and C) and 12 months (hepatitis C); ensure completion of hepatitis B vaccination courses instituted earlier

After a significant exposure to HIV, antiretroviral drugs should be given promptly for post-exposure prophylaxis, ideally within 24 hours. A combination of antiretroviral drugs is given for 4 weeks. Side-effects are often very unpleasant and include bone marrow suppression, nausea and other gastrointestinal symptoms, and headache. For health care workers exposed to hepatitis C, no vaccination or preventative treatment can yet be recommended. Guidelines for post-exposure management are to enable early identification of infection and specialist referral.

Use of microbiological tests in managing surgical infections

Surgical infection should be diagnosed clinically and the lab used to define its nature and guide antibiotic therapy. Inexperienced junior staff often take swabs which grow organisms in the lab, without realising this may be from colonisation and not a clinically important infection. The clinical picture should always determine decisions to treat, although organisms such as Strep. pyogenes may require treatment to prevent cross-infection even if the lesion is mild.

Results of specimens from contaminated sites must be interpreted with caution. Superficial slough or discharge often contains only colonising organisms. For example, in Staph. aureus osteomyelitis, the sinus opening may be colonised by Proteus or Pseudomonas spp. The infecting organism may not be grown unless the wound is cleaned with saline and then swabbed deeply. If possible a syringe of pus or excised infected tissue should be sent for culture. Samples should ideally be taken before antibiotics are given.

For best results, microbiological specimens should be transported to the lab within 2 hours or kept at 4°C. Blood culture specimens should be incubated at 35°C.

New technologies are becoming a reality: MALDI-TOF (Matrix Assisted Laser Desorption/Ionisation—Time of Flight) enables same day microbe identification, and molecular techniques such as 16S PCR allow identification of microbes from culture-negative samples.

Principles of treatment of surgical infection

Antibiotic therapy (see Table 3.1):

Nutritional support: Major infection and sepsis result in severe catabolism (see Ch. 2, p. 29), often associated with hypoalbuminaemia and malnutrition. In these cases nutritional support such as nasogastric tube feeding or parenteral nutrition may be appropriate.

Bacteria of particular surgical importance

Staphylococci

Pathophysiology: Staphylococci are Gram-positive cocci, and Staph. aureus is the main pathogenic species. It is part of normal human bacterial flora, with about 30% of the population being nasal carriers and 10% carrying it on perineal skin. Staph. aureus typically produces pustules, boils, breast abscesses, wound infections and osteomyelitis. Its virulence is partly due to the enzymes and toxins it produces. A few patients harbour virulent strains that produce the toxic shock syndrome toxin (TSST-1). Infection produces toxic shock syndrome with serious systemic effects such as hypotension, shock and multi-organ failure. Staph. epidermidis (formerly Staph. albus), a coagulase-negative staphylococcus, is a universal skin commensal rarely causing significant infection and meriting antibiotics only when it causes infections of exogenous materials such as prosthetic implants and intravenous cannulae.

Some strains, including MRSA, can be passed from patient to patient on staff hands if care is not taken with hand washing after every patient contact.

Antibiotic sensitivities: Most strains were sensitive to penicillin but more than 85% are now resistant in family practice and hospital. Resistance is largely due to production of the enzyme beta-lactamase (also known as penicillinase). Most strains remain sensitive to a range of common antibiotics, e.g. flucloxacillin, erythromycin and some cephalosporins. Gentamicin is also active.

MRSA: Some strains of Staph. aureus are resistant to flucloxacillin, cephalosporins, gentamicin, erythromycin and chloramphenicol and are sensitive only to the glycopeptide antibiotics, vancomycin and teicoplanin, given parenterally; these are meticillin-resistant Staph. aureus (MRSA). Meticillin is employed in the lab to predict flucloxacillin and cephalosporin resistance. MRSA now accounts for about half of all S. aureus isolates in hospitals and is also a problem in the community with community-acquired MRSA (CA-MRSA). Ward areas at greatest risk are burns units, intensive care units and cardiothoracic, neonatal, orthopaedic and geriatric wards. It is often erroneously believed that MRSA is more pathogenic than other strains. In fact, the organisms excite similar inflammatory responses but MRSA infections are more difficult to treat. In some cases, oral treatment with tetracycline, co-trimoxazole or a combination of rifampicin and fusidic acid is appropriate; the combination prevents rapid development of resistance to each agent alone.

A worrying development is the emergence of vancomycin-insensitive Staph. aureus, VISA. Inappropriate use of vancomycin must be avoided to prevent selection of such mutants. New antibiotics active against MRSA and VISA have been developed, including linezolid (which can be given orally), daptomycin and tigecycline.

Streptococci

Pathophysiology: Streptococci are Gram-positive coccoid organisms first described in infected surgical wounds by Billroth in 1874. They are classified by their oxygen requirements into aerobic, anaerobic and microaerophilic and subdivided by their haemolysis patterns on blood agar culture plates. Alpha-haemolytic streptococci cause partial haemolysis with green discolouration; important pathogens include the viridans group and Strep. pneumoniae. Beta-haemolytic streptococci produce complete haemolysis and can be grouped serologically into Lancefield groups A to O. The important human pathogens are group A (Strep. pyogenes—of major surgical importance) and group B (Strep. agalactiae—a common cause of serious neonatal sepsis). Group C and G streptococci are occasional causes of cellulitis and bacteraemia. Microaerophilic streptococci such as Strep. milleri carry a group F antigen.

Streptococci of particular surgical significance:

Strep. pyogenes (group A Strep. and other beta-haemolytic streptococci): This is the main human pathogenic streptococcus and is carried in the upper respiratory tract by about 10% of children but less often by adults. It can cause cellulitis and is a common cause of sore throat as well as post-streptococcal syndromes such as rheumatic fever (which predisposes to cardiac valvular damage and risk of infective endocarditis).

Acute cellulitis is a locally spreading infection of dermis and hypodermis, facilitated by production of hyaluronidase and streptokinase. In limb infections, organisms draining towards lymph nodes can produce perilymphatic inflammation and painful red streaks along the limb, i.e. lymphangitis. Regional nodes react vigorously, becoming enlarged, painful and tender, i.e. lymphadenitis. This may also occur in staphylococcal infections.

Highly invasive strains of Strep. pyogenes may cause necrotising fasciitis, a deep-seated infection of subcutaneous tissue that progressively destroys fascia and fat. Exotoxins produced by certain strains can lead to a life-threatening streptococcal toxic shock syndrome, with fulminant soft tissue infection, shock, acute respiratory distress syndrome and renal failure; 30–70% of patients die in spite of aggressive modern treatments.

Enterococci

Antibiotic sensitivities: Penicillin, ampicillin, amoxicillin or vancomycin are used for enterococcal infections. In serious infections such as endocarditis, a combination of high-dose penicillin and gentamicin ensures bactericidal activity. The cephalosporins are all ineffective. In hospitals where broad-spectrum cephalosporins are used empirically for bowel-related infections or septicaemia, enterococci are a frequent cause of nosocomial (hospital-acquired) infection. Vancomycin-resistant enterococci (VRE) are now being found. They are usually low-grade pathogens infecting intravascular lines in transplant and haematology patients and on ICUs. VRE endocarditis is difficult to treat, but newer antibiotics linezolid, daptomycin and quinupristin/dalfopristin are active against most strains.

Enterobacteriaceae

Pathophysiology: The Enterobacteriaceae are a large family of Gram-negative bacilli (rods) and usually make up about 1% of intestinal flora (see Table 3.2); they are known as coliforms and can be cultured under aerobic and anaerobic conditions and, like other bowel flora, grow in bile salt-containing media such as MacConkey or CLED agar; this helps identification.

Infections of surgical importance are usually opportunistic with the bacteria originating from the patient’s bowel. Infection results from direct contamination (perforated or surgically opened bowel), perineal spread (to nearby wounds or urinary tract) or haematogenous spread. These and other Gram-negative organisms contain the sugar lipopolysaccharide (LPS), a powerful stimulator of inflammation and macrophage production of TNF-alpha and interleukin-1 cytokines.

Escherichia coli is the most common pathogen of the group and causes many surgical infections, often in synergy with other bacteria. E. coli causes Gram-negative sepsis and about 80% of urinary tract infections. Coliform bronchopneumonia occasionally occurs in debilitated, immunosuppressed or seriously ill patients. Klebsiella, Enterobacter and Serratia are found more often in surgical bowel-related infections. Proteus is a common cause of urinary tract infections but occasionally causes other surgical infections, usually originating from the urinary tract.

Antibiotic sensitivities: Many coliforms are now resistant to ampicillin (and amoxicillin) and first-generation cephalosporins, e.g. cefalexin, but most are sensitive to second- and third-generation cephalosporins, e.g. cefuroxime, cefotaxime. Gentamicin is still a very effective and cheap agent. Many are sensitive to fluoroquinolones (ciprofloxacin, levofloxacin, moxifloxacin) but resistance is emerging. For prophylaxis in bowel and biliary tract surgery and for related local and systemic infections, gentamicin or an amoxicillin–clavulanate combination (co-amoxiclav) is recommended for its additional anaerobe activity. Antibiotic and beta-lactamase inhibitor combination antibiotics such as co-amoxiclav or piperacillin–tazobactam are very active against bowel flora with good activity against anaerobes. Anaerobes are the main colonisers of the bowel and often accompany Enterobacteriaceae in infections.

Resistant strains of Enterobacteriaceae are much more frequent in hospitals (often on ICUs) than in the community. They often cause urinary tract infection in catheterised patients after repeated courses of antibiotics. Multi-drug resistant strains of E. coli and Klebsiella spp. have emerged in hospitals all over the world since the 1980s. They produce enzymes (extended spectrum beta-lactamase enzymes or ESBL) that destroy second- and third-generation cephalosporins, and are often resistant to quinolones and most aminoglycosides. The only active antibiotics are the carbapenems (meropenem, imipenem, ertapenem) and amikacin. The carbapenems are very broad spectrum, but expensive and must be given parenterally. Hospital use is restricted to prevent development of resistance. The emergence of carbapenemase-producing Enterobacteriaceae (called KPC or NDM) is a growing problem as treatment is largely limited to old and toxic antibiotics such as colistin. Resistant bacteria have now spread around the world and pose the greatest current infection threat to patients in hospital.

‘Non-surgical’ Enterobacteriaceae: Other members of the family cause primary bowel infections. Salmonella typhi causes typhoid which may cause bowel perforations and Shigella causes bacillary dysentery. Rarely, Salmonella is incriminated in acute appendicitis and primary ‘mycotic’ aneurysms. An increasingly important cause of acute haemorrhagic colitis is E. coli O157:H7 and other verotoxin-producing E. coli. This is indistinguishable from acute haemorrhagic ulcerative colitis and should be sought bacteriologically in all cases. These strains have also caused large outbreaks of food-borne disease and produce a verotoxin (Shiga-like toxin) responsible for haemolytic uraemic syndrome (HUS) resulting in acute renal failure. Yersinia sometimes produces an acute ileal inflammation which may mimic acute appendicitis and has a similar appearance to Crohn’s disease at laparotomy. Campylobacter jejuni, the most common cause of food-borne infection, can also cause a pseudo-appendicitis by initiating terminal ileitis and mesenteric lymph node inflammation.

Pseudomonas

Pathophysiology: The main pathogen in this group of aerobic Gram-negative rods is Pseudomonas aeruginosa, an uncommon cause of surgical infection except in debilitated, hospitalised patients. It is found in a wide variety of habitats including soil, water, plants and animals, reflecting its predilection for moist environments. It is commonly found on hospital and cleaning equipment and even in chemical disinfectants and antiseptics. In about 10% of the population, Ps. aeruginosa is a normal intestinal commensal and is primarily an in-hospital (nosocomial) pathogen. The organism is resistant to many antibiotics and so tends to proliferate when other flora are suppressed by broad-spectrum antibiotics.

Pseudomonas is a common colonising organism in long-standing wounds such as compound fractures, chronic leg ulcers and indwelling urinary catheters but its presence is not always clinically significant. In wounds and ulcers, it can be recognised by its characteristic blue-green discharge. It colonises burns and may become pathogenic with extensive burns, giving rise to fatal sepsis. Pseudomonas infection can be serious in ophthalmic surgery and may lead to loss of the infected eye and is often responsible for chronic and recurrent external ear infections (otitis externa). Finally, Ps. aeruginosa may be responsible for hospital-acquired pneumonias in ventilated patients or for fatal systemic sepsis in terminally ill patients.

Anaerobes

Anaerobic bacteria form a major part of the GI tract flora, outnumbering E. coli and related coliforms by 1000 to 1. Many parts of the body are colonised by anaerobes, even those exposed to air, including skin, mouth, upper respiratory tract, external genitalia and vagina. These colonising organisms become important because surgery disrupts anatomical barriers to allow contamination and infection. Other important factors that promote anaerobe growth include intestinal obstruction, tissue destruction and hypoxia (as in burns and vascular insufficiency), and foreign bodies. Anaerobic infection can be life-threatening and surgical management is often required. Some anaerobes cause toxin-related diseases including tetanus. The most commonly encountered anaerobes are:

Clostridia

Clostridia are Gram-positive rods widely distributed in soil and as intestinal commensals. Clostridia form spores resistant to drying, heat and antiseptics and can survive for long periods. They are mostly obligate anaerobes which can only proliferate in the absence of oxygen; they cause much of the putrefaction and decay of animal material in nature. The main pathological effects are caused by powerful exotoxins. Those of surgical importance are gas gangrene, tetanus and C. difficile pseudomembranous colitis.

Gas gangrene: Gas gangrene results when Clostridium perfringens (formerly C. welchii) and other anaerobes (e.g. Bacteroides spp. and streptococci) proliferate in necrotic tissue, secreting powerful toxins. Toxins spread rapidly and destroy nearby tissues, generating gas which causes the characteristic sign of crepitus (‘crackling’) on palpation and the typical X-ray appearance (Fig. 3.8). Deep traumatic wounds involving muscle, and wounds contaminated with soil, clothes or faeces are most susceptible. The condition is very common in battle wounds—gas gangrene was responsible for vast numbers of deaths during the First World War.

In surgical practice, the highest risk of gas gangrene is in lower limb amputations for ischaemia (infection from the patient’s bowel) and in high-velocity gunshot wounds (from perforated bowel or by external contamination). Gas gangrene occasionally occurs in surgical wounds when ischaemic tissue is contaminated with bowel flora. The area of muscle necrosis may initially be small. Gas gangrene is recognised when the overlying skin turns black and spreads at an alarming rate. Within hours, necrosis rages along muscle planes. Later the skin breaks down and a thin, foul-smelling purulent exudate leaks out. Toxins are absorbed and cause rapid clinical deterioration and death within 24–48 hours unless the process can be halted by timely and vigorous intervention.

C. perfringens is very sensitive to benzylpenicillin which should be given prophylactically by injection as soon as possible after a traumatic injury involving muscle, or less than an hour before ischaemic limb amputation (metronidazole is suitable for patients allergic to penicillin). In the surgery of contaminated wounds, preventing clostridial infection requires meticulous excision of all necrotic tissue followed by packing of the wound rather than suturing. Further excisions are likely to be needed and delayed primary closure performed when risk of infection is over, a few days later.

Treatment of gas gangrene: Treatment of established gas gangrene is urgent and must proceed vigorously for any hope of survival. Treatment is with high doses of intravenous penicillin to kill organisms in viable and vascularised tissue, and emergency radical excision of all necrotic tissue. This involves carving back the necrotic muscle to healthy bleeding tissue; affected muscle is recognised by its brick-red colour and failure to contract on cutting. In the surgery of contaminated wounds, preventing clostridial infection requires meticulous excision of all necrotic tissue followed by wound packing rather than suturing. Further excisions are likely to be needed and delayed primary closure performed a few days later.

Hyperbaric oxygen therapy can raise oxygen tension in necrotic tissues, inhibiting organism growth. The patient is placed in a high-pressure chamber with pure oxygen at about 3 atmospheres for several hours daily. However, gas gangrene may still spread, necessitating further heroic surgical interventions. Even with intensive treatment, the prognosis for established gas gangrene remains bleak.

Tetanus: Tetanus is caused by Clostridium tetani, which also infects dirty wounds. The entry wound may be minute, perhaps caused by a rose thorn or splinter. The organism produces an exotoxin with little local effect but, even in minute quantities, with powerful neuromuscular effects causing widespread muscular spasm. The first signs are often acute muscle spasms and neck stiffness or trismus (‘lockjaw’). If untreated, these progress to opisthotonus (arching of the back due to extensor spasm), generalised convulsions and eventually death from exhaustion and respiratory failure several days later.

Tetanus is now rare in developed countries because of immunisation with tetanus toxoid during childhood, followed by boosters at 10-year intervals. In the UK, boosters are no longer needed if an initial five-dose vaccination schedule has been completed. In Australia and New Zealand a single booster is recommended at age 45–50. In developed countries, the annual incidence of tetanus is about one per million and is most common following trivial gardening injuries in the elderly. If the immunisation status following a major contaminated injury is unknown, benzylpenicillin should be given plus passive immunisation with tetanus immune globulin. Treatment of established tetanus usually requires artificial ventilation with drug paralysis, antibiotics and passive immunisation. Mortality remains high, especially in the elderly.

Globally, tetanus after trauma remains a massive problem. In some developing countries, neonatal tetanus results from the practice of applying cow dung as a dressing to the umbilical stump.

Pseudomembranous colitis: Pseudomembranous colitis can be the most serious form of antibiotic-associated diarrhoea (see Ch. 12) and is caused by overgrowth of a toxigenic Clostridium difficile. The organism gets its name from the difficulty of growing it in culture. Infection produces a thick fibrinous ‘membrane’ on large intestinal mucosa, within which the organism proliferates. Its toxins cause a profound watery and sometimes bloody diarrhoea, leading to dehydration and electrolyte loss.

Pseudomembranous colitis may develop after only a single dose of any antibiotic. Cephalosporins and ciprofloxacin are now the most common cause. Diagnosis can be made by sigmoidoscopy and biopsy in the 50% of patients with left-sided colonic involvement. Cases of pseudomembranous infection are increasingly recognised in patients after total colectomy and C. difficile should be suspected in cases of large unexplained stoma output and rising white cell count. Diagnosis is best made by detecting the specific toxin in the stool and looking for a cytopathic effect on cells cultured in vitro. C. difficile can also be cultured from the stool. Although the organism is sensitive to penicillin, this fails to penetrate the pseudomembrane. Oral metronidazole is usually effective but takes at least 2 days before clinical response is observed. Relapses are common in the elderly and oral vancomycin, which is not absorbed from the GI tract, can be employed or when metronidazole fails. Oral vancomycin should also be used if severe disease is suspected; the intravenous formulation can be given by rectal tube in patients unable to take oral treatment, especially on intensive care units. A new antibiotic, fidaxomicin, has recently been licensed for C. difficile infection and appears to have a lower relapse rate than traditional treatment.

Viruses of particular surgical importance

The chronic blood-borne viral infections hepatitis B and C and human immunodeficiency virus (HIV) are important in surgical practice because of the risk of virus transmission from patient to surgeon during operation and vice versa, as well as cross-infection between patients. Patients may also need surgical intervention for complications of hepatitis or HIV infection.

Human immunodeficiency virus (HIV)

Classification of HIV infections: The human immunodeficiency virus causes a chronic infection that usually progresses to the acquired immune deficiency syndrome (AIDS) over 7 or more years. The illness evolves through several stages or groups, classified by the US Centers for Disease Control, in 1986, as:

• (Group I) the acute seroconversion illness. Seroconversion occurs as long as 3 months after infection, and as many as 70% of infected patients are asymptomatic at the time of seroconversion. Patients usually test negative for antibodies against HIV before and during the seroconversion illness

• (Group II) the asymptomatic period during which patients usually feels completely well

• (Group III) as the disease progresses, the patient may develop generalised lymphadenopathy and wasting (AIDS-related complex)

• (Group IV) AIDS is manifest by development of unusual opportunistic infections (e.g. Pneumocystis pneumonia, cytomegalovirus (CMV) infections, cerebral toxoplasmosis, atypical mycobacterial infections), certain malignant diseases (Kaposi’s sarcoma, generalised or cerebral lymphoma, aggressive invasive uterine cervical cancer) and neurological disease (AIDS dementia complex)

The use of combinations of antiretroviral drugs (‘high activity antiretroviral therapy’) has dramatically affected the natural history, with a large sustained drop in mortality from opportunistic infections.

Surgical involvement in HIV cases: Surgeons may be involved in diagnosing bowel-related problems (e.g. oesophageal candidiasis) by oesophago-gastro-duodenoscopy (OGD). In late-stage disease, cytomegalovirus (CMV) infection may involve any part of the GI tract, ranging from mouth ulcers, to ulcers in the jejunum that may perforate, to colitis. For AIDS colitis, colonoscopy and biopsy are often required for diagnosis. Treatment involves intravenous antiviral drugs.

AIDS patients may develop severe perianal herpes with secondary anal fistula or abscess formation. In a patient with known AIDS, perianal lesions should be assumed to be herpes until proven otherwise as the presentation is often atypical. Kaposi’s sarcomas (see Ch. 46, p. 575) may require local excision. Other examples of surgical involvement with HIV-infected patients include insertion of long-term central venous catheters (e.g. Hickman line), insertion of percutaneous endoscopic gastrostomy (PEG) tubes for feeding, or joint replacements in HIV infected haemophiliacs.

Viral hepatitis

Viral hepatitis manifests with anorexia, nausea and sometimes abdominal discomfort in the right upper quadrant followed by jaundice. Many viruses cause hepatitis, often with different modes of transmission, incubation times, prognosis and complications. These include CMV, Epstein–Barr virus (EBV) and the hepatitis viruses.

Hepatitis B: Hepatitis B is transmitted by blood or body fluids, including sexual intercourse, or from mother to fetus or baby (termed vertical transmission). Incubation is 6 weeks to 6 months. Hepatitis B infection leads to chronic hepatitis and cirrhosis in 5–10%; this variety of cirrhosis commonly progresses to hepatocellular carcinoma (the most common cause world-wide). Hepatitis B is preventable by vaccination and this is indicated for neonates of mothers who carry the virus, all health care workers and people living in high-risk areas.

Exposure to hepatitis B virus has several possible outcomes:

Diagnosis of hepatitis B: The hepatitis B surface antigen (HBsAg) can be detected in blood in the early stages. Patients later develop antibodies to the viral core (anti-HBc) which is a marker of exposure to the virus but does not confer immunity. Later still, with clearance of the virus, patients develop surface antibodies (anti-HBs) which confer lifetime immunity. Patients who do not clear the virus remain surface antigen (HbsAg) positive and may become chronic carriers, i.e. remain infectious to other people and prone to risk of complications themselves.

HBsAg-positive patients may transmit the virus if there is recipient exposure to sufficient material, e.g. by blood transfusion. The special case of e antigen positivity (HBeAg) indicates patients with high infectivity.

Hepatitis B vaccines contain recombinant inactivated surface antigen and induce immunity by stimulating production of surface antibody; this is the only positive serological marker in vaccinated people.

Hepatitis C: Hepatitis C is transmitted via the same routes as hepatitis B but sexual transmission is believed to be less common. The incubation period is approximately 2 months. Chronic liver disease develops in a higher proportion of cases (30–50%) but is often of low grade. Hepatitis C is also an important cause of hepatocellular carcinoma world-wide.

Serological diagnosis is troublesome because HCV antibody tests often give false positives. Seroconversion occurs late, often weeks to months after the acute illness. Definitive diagnosis is made by detecting hepatitis C RNA in serum. As in hepatitis B, viral load assays are used to monitor response to therapy and infectivity, and treatment with interferon and ribavirin has also been partially successful. In most cases a positive hepatitis C antibody test is likely to mean continuing infection.

Sepsis (see also http://www.survivesepsis.org/)

Multiple organ dysfunction and the systemic inflammatory response syndrome

Multiple organ dysfunction syndrome or MODS (multi-organ failure or MOF) was recognised as a clinical entity in the mid-1970s when it became recognised that any major physiological insult could lead to failure of organs remote from the initiating disease process. Later, the underlying condition was found to be an unrestrained systemic inflammatory response (systemic inflammatory response syndrome, SIRS), initiated by adverse events such as trauma, infection, inflammation, ischaemia or ischaemia–reperfusion injury. MODS is the most common reason for surgical patients to stay longer than 5 days in intensive care (see Box 3.2).

Box 3.2   Definitions of SIRS, MODS and sepsis

Multiple organ dysfunction syndrome (MODS)

Present if SIRS is associated with organ dysfunction, e.g. oliguria, hypoxia

Sepsis (or systemic sepsis)

Defined as SIRS in association with bacterial infection proven by culture

Severe sepsis

Defined as sepsis associated with signs of organ dysfunction, e.g. renal failure

Septic shock

Defined as SIRS associated with hypotension refractory to volume replacement and requiring vasopressors

Sepsis (also known by or incorporated in the terms septic shock, systemic sepsis, septicaemia and sepsis syndrome) describes the clinical features when infection is the initiating factor of MODS. Early on, the condition may be reversible. Note that sepsis is not synonymous with infection. In MODS, the sequence of individual organ failure often follows a predictable pattern with pulmonary failure first, followed by hepatic, intestinal, renal and finally cardiac failure. Pulmonary failure is associated with acute (formerly ‘adult’) respiratory distress syndrome (ARDS). In hepatic failure, patients have a rising bilirubin, serum glutamic oxaloacetic transaminase (SGOT) and lactate dehydrogenase (LDH). Intestinal failure is recognised by stress bleeding requiring transfusion, renal failure by rising plasma creatinine and low urine output, and cardiac failure by low cardiac output and hypotension. Altered mental states such as confusion also occur (cerebral failure), as may disseminated intravascular coagulopathy (DIC).

The mortality of MODS is related to the number of failing organs: mortality is 40% with one organ; 60% with two; and more than 90% with three.

Pathophysiology of SIRS and MODS: SIRS involves widespread changes, including inflammatory cell activation leading to cytokine release, endothelial injury, disordered haemodynamics and impaired tissue oxygen extraction. It thus represents grossly exaggerated activation of innate immune responses intended as host defences. An unregulated release of inflammatory mediators causes widespread microvascular, haemodynamic and mitochondrial changes that eventually lead to organ failure.

Following initial tissue injury, a local inflammatory response occurs with cytokine induction (see Immunity at the start of this chapter). The response to this is mobilisation of inflammatory cells including macrophages and neutrophils which diapedese into the tissues. In addition, cytokines provoke systemic elements of inflammation, including activation of endothelium, the complement system and blood coagulation, amplifying the primary inflammatory response. This sequence is part of the normal and appropriate inflammatory response. However, if the injury is severe or persistent, the local reaction may extend excessively into the systemic circulation producing a systemic inflammatory response, or if initiated by infection, the sepsis syndrome.

Sepsis: The classic septic response, with a hyperdynamic circulation, systemic signs of inflammation and disrupted intermediary metabolism, can be induced in healthy volunteers by injecting lipopolysaccharide (from the cell walls of Gram-negative bacteria) or the cytokines TNF-alpha or IL1. In Gram-negative sepsis, the lipopolysaccharide component of the organisms powerfully activates Toll-like receptors on dendritic cells and hence the whole inflammatory cascade. This results in endothelial activation which increases vascular permeability and neutrophil–endothelial interaction. The final common pathway may involve activated neutrophils migrating into the interstitial space of the affected organ and tissue hypoxia. In sepsis, these and other circulating factors working in synergy bring about the devastating effects of MODS.

Clinical conditions leading to sirs and mods

These include infection and endotoxaemia (Gram-negative sepsis) in 50–70% of cases, retained necrotic tissue and shock. Any of these can initiate distant organ failure by the following mechanisms:

Organ failure induced by acute pancreatitis is caused by a combination of these factors.

Infection: The infection source that leads to MODS may be acquired (e.g. intra-abdominal abscess) or endogenous, i.e. from the patient’s bowel. Local infection, especially with Gram-negative bacteria, stimulates the release of inflammatory cytokines. A similar response is provoked by a substantial volume of necrotic tissue, e.g. gangrenous leg, and is worse if the tissue is infected. These paracrine responses are beneficial in a local sense, combating infection by increasing blood flow and vascular permeability to allow influx of dendritic cells and macrophages, and activating neutrophils to degranulate and release cytotoxic oxygen radicals. If the stimulating factor is great, a cascade is initiated which leads to sepsis and MODS. Superoxide radicals and other circulating factors then damage cells elsewhere, causing widespread vasodilatation and increased vascular permeability leading to hypotension and circulatory collapse. The myocardium is depressed and cellular metabolic functions are disrupted.

Endogenous sources of infection: Large bowel is a reservoir for bacteria and endotoxin which are normally safely contained. If the intestinal barrier is breached by splanchnic ischaemia, impoverished luminal nutrition of enterocytes or altered intestinal flora, translocation of bacteria into the portal circulation can occur in as little as 30 minutes. If the liver Kupffer cells are also impaired, intestinal bacteria and endotoxin are not prevented from reaching the systemic circulation in the normal way. This may explain the potential for renal failure in jaundiced patients undergoing operation (hepatorenal syndrome). This endogenous source probably explains the 30% of patients who suffer organ dysfunction without an obvious source of infection. Typically, such patients become affected after prolonged hypotension (hypovolaemic or cardiogenic shock) or hypoxaemia (e.g. multiple trauma victims), or as a result of direct visceral ischaemia (e.g. prolonged aortic clamping and hypotension in a patient with a ruptured aortic aneurysm).

Prevention of sepsis and MODS: Prevention and early treatment of MODS is summarised in Box 3.3.

Surgical aspects: In surgical patients, multiple organ dysfunction often results from a complication such as a bowel anastomotic leak or from severe acute pancreatitis (which may be sterile but becomes devastating if infected). Tissue necrosis following trauma, or death of an ischaemic limb may also precipitate the syndrome.

Organ dysfunction often begins insidiously. At an early stage, dysfunction can be confirmed by investigation and active resuscitation and treatment of causative factors are likely to have beneficial effects. By 7–10 days without effective treatment, pulmonary failure (ARDS) and hepatic and renal failure appear; MODS is now present and the prognosis becomes substantially worse.

Preventing sepsis and early management of major gut-related infection before it provokes the SIRS–MODS cascade is vital. Appropriate use of prophylactic antibiotics in bowel surgery or trauma helps, but intraoperative and postoperative errors in technique or clinical judgement are major factors in more than 50% of patients with multiple organ dysfunction. Good clinical judgement, effective resuscitation, good operative technique, effective excision of necrotic tissue, minimising bacterial contamination and preventing accumulation of postoperative fluid collections (serum or blood) are all necessary for prevention. The purpose is to eliminate environments in which bacteria multiply and improve the delivery of host antibacterial defences.

Surgical complications with septic potential should be treated early, usually by definitive surgery, e.g. removal of necrotic tissue, drainage of abscesses and control of peritoneal contamination by exteriorising leaking anastomoses. This helps reduce the circulating level of inflammatory mediators and limits the period of stress. It is often better to perform a laparotomy on suspicion and find it normal than to ‘wait and see’ and risk rapid deterioration and death.