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include one or more heart valves, the mural endocardium, or a septal defect. Its intracardiac effects
include severe valvular insufficiency, which may lead to intractable congestive heart failure
and myocardial abscesses. IE also produces a wide variety of systemic signs and symptoms through
several mechanisms, including both sterile and infected emboli and various immunological phenomena.
The history of IE can be divided into several eras. Lazaire Riviere first described gross autopsy findings of
the disease in 1723. In 1885, William Osler presented the first comprehensive description of endocarditis
in English. Lerner and Weinstein presented a thorough discussion of this disease in modern times in their
landmark series of articles, Infective Endocarditis in the Antibiotic Era, published in 1966 in the New
England Journal of Medicine.
IE currently can be described as infective endocarditis in the era of intravascular devices, as infection of
intravascular lines has been determined to be the primary risk factor for Staphylococcus
aureus bloodstream infections (BSIs). S aureus has become the primary pathogen of endocarditis.
IE generally occurs as a consequence of nonbacterial thrombotic endocarditis, which results from
turbulence or trauma to the endothelial surface of the heart. A transient bacteremia then seeds the sterile
platelet/fibrin thrombus, with IE as the end result. Pathologic effects due to infection can include local
tissue destruction and embolic phenomena. In addition, secondary autoimmune effects, such as immune
complex glomerulonephritis and vasculitis, can occur. (See Pathophysiology.)
IE remains a diagnostic and therapeutic challenge. Its manifestations may be muted by the indiscriminate
use of antimicrobial agents or by underlying conditions in frail and elderly individuals or
immunosuppressed persons. (See Diagnosis.)
Effective therapy has become progressively more difficult to achieve because of the proliferation of
implanted biomechanical devices and the rise in the number of resistant organisms. Antibiotic prophylaxis
has probably had little effect in decreasing the incidence of IE. (See Treatment and Management.)
For other discussions on IE, see Pediatric Bacterial Endocarditis, Infectious Endocarditis, Neurological
Sequelae of Infective Endocarditis, and Antibiotic Prophylactic Regimens for Endocarditis.
PVE accounts for 10-20% of cases of IE. Eventually, 5% of mechanical and bioprosthetic valves become
infected. Mechanical valves are more likely to be infected within the first 3 months of implantation, and,
after 1 year, bioprosthetic valves are more likely to be infected. The valves in the mitral valve position are
more susceptible than those in the aortic areas.[8]
Early PVE occurs within 60 days of valve implantation. Traditionally, coagulase-negative staphylococci,
gram-negative bacilli, and Candida species have been the common infecting organisms. Late PVE occurs
60 days or more after valve implantation. Staphylococci, alpha-hemolytic streptococci, and enterococci
are the common causative organisms. Recent data suggest that S aureus may now be the most common
infecting organism in both early and late PVE.[10]
In 75% of cases of IVDA IE, no underlying valvular abnormalities are noted, and 50% of these infections
involve the tricuspid valve.[11] S aureus is the most common causative organism.
Analogous to PVE are infections of implantable pacemakers and cardioverter-defibrillators. Usually, these
devices are infected within a few months of implantation. Infection of pacemakers includes that of the
generator pocket (the most common), infection of the proximal leads, and infection of the portions of the
leads in direct contact with the endocardium.
This last category represents true pacemaker IE, is the least common infectious complication of
pacemakers (0.5% of implanted pacemakers), and is the most challenging to treat. Of pacemaker
infections, 75% are produced by staphylococci, both coagulase-negative and coagulase-positive.
NIE is defined as an infection that manifests 48 hours after the patient is hospitalized or that is associated
with a hospital, based on a procedure performed within 4 weeks of clinical disease onset. The term
healthcare-associated infective endocarditis (HCIE) is preferable to NIE, since it is inclusive of all sites
that deliver patient care, such as hemodialysis centers. The term NIE should be applied to cases of IE
acquired in the hospital. An appropriate alternative term would be iatrogenic IE.
Two types of NIE have been described. The right-sided variety affects a valve that has been injured by
placement of an intravascular line (eg, Swan-Ganz catheter). Subsequently, the valve is infected by a
nosocomial bacteremia. The second type develops in a previously damaged valve and is more likely to
occur on the left side.S aureus has been the predominant pathogen of NIE/HCIE since the recent
prevalence of intravascular devices. Enterococci are second most commonly isolated pathogens. These
usually arise from a genitourinary source.
PATHOPHYSIOLOGY
IE develops most commonly on the mitral valve, closely followed in descending order of frequency by the
aortic valve, the combined mitral and aortic valve, the tricuspid valve, and, rarely, the pulmonic valve.
Mechanical prosthetic and bioprosthetic valves exhibit equal rates of infection.
All cases of IE develop from a commonly shared process, as follows:
1. Bacteremia (nosocomial or spontaneous) that delivers the organisms to the surface of the valve
2. Adherence of the organisms
3. Eventual invasion of the valvular leaflets
The common denominator for adherence and invasion is nonbacterial thrombotic endocarditis, a sterile
fibrin-platelet vegetation. The development of subacute IE depends on a bacterial inoculum sufficient to
allow invasion of the preexistent thrombus. This critical mass is the result of bacterial clumping produced
by agglutinating antibodies.
In acute IE, the thrombus may be produced by the invading organism (ie, S aureus) or by valvular trauma
from intravenous catheters or pacing wires (ie, NIE/HCIE). S aureus can invade the endothelial cells
(endotheliosis) and increase the expression of adhesion molecules and of procoagulant activity on the
cellular surface. Nonbacterial thrombotic endocarditis may result from stress, renal failure,
malnutrition, systemic lupus erythematosus, or neoplasia.
The Venturi effect also contributes to the development and location of nonbacterial thrombotic
endocarditis. This principle explains why bacteria and the fibrin-platelet thrombus are deposited on the
sides of the low-pressure sink that lies just beyond a narrowing or stenosis.
In patients with mitral insufficiency, bacteria and the fibrin-platelet thrombus are located on the atrial
surface of the valve. In patients with aortic insufficiency, they are located on the ventricular side. In these
examples, the atria and ventricles are the low-pressure sinks. In the case of a ventricular septal defect,
the low-pressure sink is the right ventricle and the thrombus is found on the right side of the defect.
Nonbacterial thrombotic endocarditis may also form on the endocardium of the right ventricle, opposite
the orifice that has been damaged by the jet of blood flowing through the defect (ie, the MacCallum
patch).
The microorganisms that most commonly produce endocarditis (ie, S aureus; Streptococcus
viridans; group A, C, and G streptococci; enterococci) resist the bactericidal action of complement and
possess fibronectin receptors for the surface of the fibrin-platelet thrombus. Among the many other
characteristics of IE-producing bacteria demonstrated in vitro and in vivo, some features include the
following:
Bacteremia (either spontaneous or due to an invasive procedure) infects the sterile fibrin-platelet
vegetation described above. BSIs develop from various extracardiac types of infection, such as
pneumonias or pyelonephritis, but most commonly from gingival disease. Of those with high-grade
gingivitis, 10% have recurrent transient bacteremias (usually streptococcal species). Most cases of
subacute disease are secondary to the bacteremias that develop from the activities of daily living (eg,
brushing teeth, bowel movements).
The skin is quite resistant to S aureus infection due in great part to its production of antimicrobial
peptides. Soong et al discovered that, in vitro, the secretion of alpha toxin by S aureus allows the
organism to successfully penetrate the keratinocyte layer. This could explain the presence of
staphylococcal bacteremia in the absence of any gross damage to the epithelial layer. [12]
Bacteremia can result from various invasive procedures, ranging from oral surgery to sclerotherapy of
esophageal varices to genitourinary surgeries to various abdominal operations. The potential for invasive
procedures to produce a bacteremia varies greatly. Procedures, rates, and organisms are as follows:
Colonization of heart valves by microorganisms is a complex process. Most transient bacteremias are
short-lived, are without consequence, and are often not preventable. Bacteria rarely adhere to an
endocardial nidus before the microorganisms are removed from the circulation by various host defenses.
Once microorganisms do establish themselves on the surface of the vegetation, the process of platelet
aggregation and fibrin deposition accelerate at the site. As the bacteria multiply, they are covered by everthickening layers of platelets and thrombin, which protect them from neutrophils and other host defenses.
Organisms deep in the vegetation hibernate because of the paucity of available nutrients and are
therefore less susceptible to bactericidal antimicrobials that interfere with bacterial cell wall synthesis.
Complications of subacute endocarditis result from embolization, slowly progressive valvular destruction,
and various immunological mechanisms. The pathological picture of subacute IE is marked by valvular
vegetations in which bacteria colonies are present both on and below the surface.
The cellular reaction in SBE is primarily that of mononuclear cells and lymphocytes, with few
polymorphonuclear cells. The surface of the valve beneath the vegetation shows few organisms.
Proliferation of capillaries and fibroblasts is marked. Areas of healing are scattered among areas of
destruction. Over time, the healing process falls behind, and valvular insufficiency develops secondary to
perforation of the cusps and damage to the chordae tendineae. Compared with acute disease, little
extension of the infectious process occurs beyond the valvular leaflets.
levels of agglutinating and complement-fixing bactericidal antibodies and cryoglobulins are markedly
increased in patients with subacute endocarditis. Many of the extracardiac manifestations of this form of
the disease are due to circulating immune complexes. Among these include glomerulonephritis,
peripheral manifestations (eg, Osler nodes, Roth spots, subungual hemorrhages), and, possibly, various
musculoskeletal abnormalities. Janeway lesions usually arise from infected microemboli.
The microscopic appearance of acute bacterial endocarditis differs markedly from that of subacute
disease. Vegetations that contain no fibroblasts develop rapidly, with no evidence of repair. Large
amounts of both polymorphonuclear leukocytes and organisms are present in an ever-expanding area of
necrosis. This process rapidly produces spontaneous rupture of the leaflets, of the papillary muscles, and
of the chordae tendineae.
The complications of acute bacterial endocarditis result from intracardiac disease and metastatic infection
produced by suppurative emboli. Because of their shortened course, immunological phenomena are not a
part of acute IE.
ETIOLOGY
The different types of IE have varying causes and involve different pathogens.
Rheumatic valvular disease (30% of NVE) - Primarily involves the mitral valve followed by the
aortic valve
Congenital heart disease (15% of NVE) - Underlying etiologies include a patent ductus arteriosus,
ventricular septal defect, tetralogy of Fallot, or any native or surgical high-flow lesion.
Degenerative heart disease - Including calcific aortic stenosis due to a bicuspid valve, Marfan
syndrome, or syphilitic disease
Approximately 70% of infections in NVE are caused by Streptococcus species, including S viridans,
Streptococcus bovis, and enterococci. Staphylococcusspecies cause 25% of cases and generally
demonstrate a more aggressive acute course (see the images below).
Early PVE, which presents shortly after surgery, has a different bacteriology and prognosis than late PVE,
which presents in a subacute fashion similar to NVE.
Infection associated with aortic valve prostheses is particularly associated with local abscess and fistula
formation, and valvular dehiscence. This may lead to shock, heart failure, heart block, shunting of blood to
the right atrium, pericardial tamponade, and peripheral emboli to the central nervous system and
elsewhere.
Early PVE may be caused by a variety of pathogens, including S aureus and S epidermidis. These
nosocomially acquired organisms are often methicillin-resistant (eg, MRSA). [14] Late disease is most
commonly caused by streptococci. Overall, CoNS are the most frequent cause of PVE (30%).
S aureus causes 17% of early PVE and 12% of late PVE. Corynebacterium,nonenterococcal streptococci,
fungi (eg, C albicans, Candida stellatoidea, Aspergillus species), Legionella, and the HACEK
(ie, Haemophilus aphrophilus, Actinobacillus actinomycetemcomitans, Cardiobacterium hominis,
Eikenella corrodens, Kingella kingae) organisms cause the remaining cases.
Fungal endocarditis
Fungal endocarditis is found in intravenous drug users and intensive care unit patients who receive
broad-spectrum antibiotics.[17] Blood cultures are often negative, and diagnosis frequently is made after
microscopic examination of large emboli.
Causative Organism(s)
Clinical Features of IE
Staphylococcus aureus
Overall, S aureus infection is the most common cause of IE, including PVE, acute IE, and
IVDA IE.
Approximately 35-60.5% of staphylococcal bacteremias are complicated by IE.
More than half the cases are not associated with underlying valvular disease.
The mortality rate of S aureus IE is 40-50%.
S aureus infection is the second most common cause of nosocomial BSIs, second only to
CoNS infection.
The incidence of MRSA infections, both the hospital- and community-acquired varieties,
has dramatically increased (50% of isolates). Sixty percent of individuals are intermittent carriers of
MRSA or MSSA .
The primary risk factor for S aureus BSI is the presence of intravascular lines. Other risk
factors include cancer, diabetes, corticosteroid use, IVDA, alcoholism, and renal failure.
The realization that approximately 50% of hospital- and community-acquired
staphylococcal bacteremias arise from infected vascular catheters has led to the reclassification of
staphylococcal BSIs. BSIs are acquired not only in the hospital but also in any type of health care facility
(eg, nursing home, dialysis center).
Of S aureus bacteremia cases in the United States, 7.8% (200,000) per year are associated
with intravascular catheters.
Streptococcus viridans
Streptococcus intermediusgroup
Abiotrophia
Group D streptococci
Nonenterococcal group D
Group B streptococci
Acute disease develops in pregnant patients and older patients with underlying diseases (eg,
cancer, diabetes, alcoholism).
The mortality rate is 40%.
Complications include metastatic infection, arterial thrombi, and congestive heart failure.
It often requires valve replacement for cure.
Acute disease resembles that of S aureus IE (30-70% mortality rate), with suppurative
complications.
Group A organisms respond to penicillin alone.
Group C and G organisms require a combination of synergistic antibiotics (as with
enterococci).
Coagulase-negative S aureus
Pseudomonas aeruginosa
This is usually acute, except when it involves the right side of the heart in IVDA IE.
Surgery is commonly required for cure.
Fungal
Bartonella
Risk factors
The most significant risk factor for IE is residual valvular damage caused by a previous attack of
endocarditis.[20, 16]
Many possible risk factors for the development of pacemaker IE have been described, including diabetes
mellitus, age, and use of anticoagulants and corticosteroids. The evidence for these is conflicting. The
major risk factor is probably surgical intervention to any part of the pacemaker system, especially elective
battery replacements. The rate of infection associated with battery replacements is approximately 5 times
that of the initial implantation (6.5% vs 1.4%).
Other significant risk factors for pacemaker IE include the development of a postoperative hematoma, the
inexperience of the surgeon, and a preceding temporary transvenous pacing.
infecting others. Penicillin treatment shortens the clinical course of streptococcal pharyngitis and, more
importantly, is effective in decreasing the incidence of major sequelae.
Group A Streptococcus is a gram-positive coccus that frequently colonizes the skin and oropharynx. This
organism may cause suppurative disease, such as pharyngitis, impetigo, cellulitis, myositis, pneumonia,
and puerperal sepsis. It also may be associated with nonsuppurative disease, such as rheumatic fever
and acute poststreptococcal glomerulonephritis. Group A streptococci elaborate the cytolytic toxins
streptolysins S and O. Of these, streptolysin O induces persistently high antibody titers that provide a
useful marker of group A streptococcal infection and its nonsuppurative complications.
Group A Streptococcus, as identified using the Lancefield classification, has a group A carbohydrate
antigen in the cell wall that is composed of a branched polymer of L- rhamnose and N- acetyl-Dglucosamine in a 2:1 ratio.
Group A streptococci may be subserotyped by surface proteins on the cell wall of the organism. The
presence of the M protein is the most important virulence factor for group A streptococcal infection in
humans.
More than 120 M protein serotypes or M protein genotypes have been identified [2] , some of which have a
long terminal antigenic domain (ie, epitopes) similar to antigens in various components of the human
heart.
Rheumatogenic strains are often encapsulated mucoid strains, rich in M proteins, and resistant to
phagocytosis. These strains are strongly immunogenic, and anti-M antibodies against the streptococcal
infection may cross-react with components of heart tissue (ie, sarcolemmal membranes, valve
glycoproteins). Currently, emmtyping is felt to be more discriminating than M typing. [2]
Acute rheumatic heart disease often produces a pancarditis characterized by endocarditis, myocarditis,
and pericarditis. Endocarditis is manifested as valve insufficiency. The mitral valve is most commonly and
severely affected (65-70% of patients), and the aortic valve is second in frequency (25%). The tricuspid
valve is deformed in only 10% of patients and is almost always associated with mitral and aortic lesions.
The pulmonary valve is rarely affected. Severe valve insufficiency during the acute phase may result in
congestive heart failure and even death (1% of patients). Whether myocardial dysfunction during acute
rheumatic fever is primarily related to myocarditis or is secondary to congestive heart failure from severe
valve insufficiency is not known. Pericarditis, when present, rarely affects cardiac function or results in
constrictive pericarditis.
Chronic manifestations due to residual and progressive valve deformity occur in 9-39% of adults with
previous rheumatic heart disease. Fusion of the valve apparatus resulting in stenosis or a combination of
stenosis and insufficiency develops 2-10 years after an episode of acute rheumatic fever, and recurrent
episodes may cause progressive damage to the valves. Fusion occurs at the level of the valve
commissures, cusps, chordal attachments, or any combination of these. Rheumatic heart disease is
responsible for 99% of mitral valve stenosis in adults in the United States. Associated atrial fibrillation or
left atrial thrombus formation from chronic mitral valve involvement and atrial enlargement may be
observed.
Epidemiology
Frequency
United States
At this time, rheumatic fever is uncommon among children in the United States. Incidence of rheumatic
fever and rheumatic heart disease has decreased in the United States and other industrialized countries
in the past 80 years. Prevalence of rheumatic heart disease in the United States now is less than 0.05 per
1000 population, with rare regional outbreaks reported in Tennessee in the 1960s and in Utah [3] , Ohio,
and Pennsylvania in the 1980s. In the early 1900s, incidence was reportedly 5-10 cases per 1000
population. Decreased incidence of rheumatic fever has been attributed to the introduction of penicillin or
a change in the virulence of the Streptococcus. The incidence of acute rheumatic fever in other developed
countries, such as Italy, is comparable.[4]
International
In contrast to trends in the United States, the incidence of rheumatic fever and rheumatic heart disease
has not decreased in developing countries. Retrospective studies reveal developing countries to have the
highest figures for cardiac involvement and recurrence rates of rheumatic fever. Worldwide, there are over
15 million cases of RHD, with 282,000 new cases and 233,000 deaths from this disease each year.[5]
A study of school children in Cambodia and Mozambique with rheumatic fever showed that rheumatic
heart disease prevalence when echocardiography is used for screening is 10 fold greater compared with
the prevalence when clinical examination alone is performed. [6]
Mortality/Morbidity
Rheumatic heart disease is the major cause of morbidity from rheumatic fever and the major cause of
mitral insufficiency and stenosis in the United States and the world. Variables that correlate with severity
of valve disease include the number of previous attacks of rheumatic fever, the length of time between the
onset of disease and start of therapy, and sex. (The disease is more severe in females than in males.)
Insufficiency from acute rheumatic valve disease resolves in 60-80% of patients who adhere to antibiotic
prophylaxis.
Race
Native Hawaiian and Maori (both of Polynesian descent) have a higher incidence of rheumatic fever (13.4
per 100,000 hospitalized children per year), even with antibiotic prophylaxis of streptococcal pharyngitis.
Otherwise, race (when controlled for socioeconomic variables) has not been documented to influence
disease incidence.
Sex
Rheumatic fever occurs in equal numbers in males and females, but the prognosis is worse for females
than for males.
Age
Rheumatic fever is principally a disease of childhood, with a median age of 10 years, although it also
occurs in adults (20% of cases).