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Herpes zoster: Epidemiology, natural history, and

common complications
Jeffrey M. Weinberg, MD
New York, New York

Herpes zoster is a disease associated with aging that can significantly impair quality of life for affected
individuals. Anyone infected with varicella (chickenpox) virus in childhood is at risk for reactivation of
dormant virus and the onset of zoster disease, although it occurs with increasing frequency in the elderly as
a result of waning of cell-mediated immunity. The most common complication of herpes zoster is
postherpetic neuralgia, which can cause chronic and debilitating pain. Current treatments can decrease the
severity of zoster rash and pain but cannot prevent disease onset or completely eliminate the most frequent
symptoms. The zoster vaccine may help prevent the onset of herpes zoster in the target population of those
age 60 years and older. This summary reviews the epidemiology, pathogenesis, natural history, and
common symptoms of zoster disease. ( J Am Acad Dermatol 2007;57:S130-5.)

H erpes zoster, or shingles, is a disease that Acute zoster is painful, but does not incur lasting
predominantly affects the elderly. It occurs morbidity. However, there is a potential for neuro-
as a result of aging-related waning of cell- logic and inflammatory complications that cause
mediated immunity to varicella-zoster virus (VZV), patientseand physiciansegreat and lasting difficulty.
the virus that also causes varicella and is dormant in The relationship between zoster infection and de-
everyone who has ever had it.1,2 The association struction of neurons and satellite cells has been well
between aging and vulnerability to VZV reactivation established, with neurologic damage beginning even
is apparent in the epidemiology of the disease: of the before the characteristic zoster rash appears.1,6
estimated 1 million cases of herpes zoster in the Postherpetic neuralgia, the most frequent complica-
United States each year, approximately 50% occur in tion of herpes zoster, can cause debilitating pain and
individuals aged 50 years or older.3 Although 10% to impaired quality of life among the otherwise healthy
20% of the US population overall will develop zoster elderly.7-9 The associated pain, furthermore, can
in their lifetimes, 50% of persons reaching age 85 continue long after the rash resolves, despite aggres-
years can be expected to do so4; the incidence of sive antiviral and/or pain therapy. In addition, when
herpes zoster increases dramatically, from a low of herpes zoster occurs in the first division of the
between 1.1 and 2.9 per 1000 person-years in people trigeminal nerve, the patient develops herpes zoster
younger than 50 years to 4.6 and 6.9 per 1000 person- ophthalmicus (HZO), and runs the risk of long-term
years, respectively, in the age groups 50 to 59 and 60 vision complications related to inflammation or
to 69 years. The age groups 70 to 79 and 80 years or nerve damage.10
older have the highest incidence, with 9.5 and 10.9 The zoster vaccine is indicated for the prevention
per 1000 person-years, respectively.5 of herpes zoster in adults age 60 years and older, and
has been shown to reduce the incidence and severity
of zoster, and the incidence of postherpetic neural-
From the Clinical Research Center, Department of Dermatology,
St. Luke’s-Roosevelt Hospital Center and Beth Israel Medical
gia, in this population.3 However, despite the avail-
Center, and Department of Dermatology, Columbia University ability of a vaccine, zoster is still seen frequently in
College of Physicians and Surgeons. clinical practice. This review will describe the natural
Supported by an educational grant from Merck & Co., Inc. history of VZV, the usual course of zoster disease, its
Disclosure: Dr Weinberg is a consultant and on the speakers’ common complications, and their impact on the at-
bureau for Merck & Co., Inc.
Accepted for publication August 11, 2007.
risk elderly population.
Reprint requests: Jeffrey M. Weinberg, MD, Department of
Dermatology, St. Luke’s-Roosevelt Hospital Center, 1090 NATURAL HISTORY OF HERPES ZOSTER
Amsterdam Ave, Suite 11D, New York, NY 10025. E-mail:
VZV is a ubiquitous herpes virus that causes
jmw27@columbia.edu.
0190-9622/$32.00
chickenpox in childhood.10 On resolution of the pri-
ª 2007 by the American Academy of Dermatology, Inc. mary varicella infection, residual provirus segments
doi:10.1016/j.jaad.2007.08.046 travel from sensory nerve endings up sensory fibers,

S130
J AM ACAD DERMATOL Weinberg S131
VOLUME 57, NUMBER 6

Fig 1. Natural history of herpes zoster: primary varicella infection induces immunity via
development of antigens (not shown) and varicella-zoster virus (VZV)-specific memory T cells.
T cellemediated immunity declines with age until, below threshold point (dashed line) risk for
zoster reactivation increases. Exposure to zoster, whether as VZV reactivation or vaccination,
boosts immunity and protects against subsequent episodes. Data from Arvin A. N Engl J Med
2005;352:2266-7.

eventually lodging in the cranial or dorsal root gan- Table I. Risk factors and potential risk factors for
glia. These viral fragments settle in neuronal or varicella-zoster virus reactivation
satellite cell nuclei, where they are protected from
Prior VZV exposure (chickenpox, vaccine)
the high levels of antibody that persist in the circula-
Age [ 50 y
tion in response to the primary infection. This migra- Immunocompromised state
tion and colonization of virus along the neural route Immunosuppressive drugs
may in part explain why herpes zoster primarily HIV/AIDS
affects the sensory ganglia and its rash is distributed Bone-marrow or organ transplantation
locally along a sensory nerve dermatome.2 Cancer
Once inside the neuronal nucleus, the virus Chronic steroid therapy
remains latent and does not multiply, although it Psychologic stress
retains the ability to revert to an infectious state at any Trauma
time.2 It is unclear what induces reactivation of VZV,
VZV, Varicella-zoster virus.
but it is thought to occur when cell-mediated immu- Data from Arvin.10
nity decreases below a crucial level. This conviction
is supported by evidence that, over time, even individual’s immunity to VZV; thus, recurrence of
persons with apparent immunity to varicella exhibit zoster is rare (Fig 1).1-3,11
T cells with reduced ability to proliferate and pro-
duce VZV-specific interferon gamma when exposed
to VZV antigen in vitro.1 Furthermore, although RISK FACTORS FOR HERPES ZOSTER
memory CD4 and CD8 T cells are highly detectable Prior varicella is a prerequisite for herpes zoster,
in the young, who are largely resistant to herpes but other factors further increase risk (Table I).10
zoster, they are substantially diminished among More than 90% of the US adult population has had
the elderly and in immunocompromised indiv- varicella, which means the pool of individuals at risk
iduals, groups that are more likely to develop herpes for zoster is quite large.12 Older age further increases
zoster. risk: most zoster disease occurs after age 45 years,
Periodic exposure to individuals with varicella and half of all cases reported are in individuals older
provides a boost in immunity to VZV. When cell- than 60 years.3,5 This association with advancing
mediated immunity declines too far, zoster results. years, as previously described, is a result of the age-
An episode of acute zoster does, however, boost the related decline in VZV-specific cell-mediated
S132 Weinberg J AM ACAD DERMATOL
DECEMBER 2007

Fig 2. Herpes zoster lesions: dermatomal distribution and close-up view of vesicles. Copyright ª
2007 Photo Researchers, Inc. All rights reserved. Credit: Scott Camazine/Photo Researchers, Inc.

immunity. Childhood zoster is rare but not unheard Beginning 4 days to 2 weeks before lesions appear,
of, with cases reported in children as young as 4 patients often note pain and paresthesia in what will
months. The incidence of zoster in children younger become the zoster-affected dermatome. The pain
than 14 years is only 1.1 per 1000 person-years.5 can be intermittent or continuous, and has been
Immunocompromised people or those receiving described by patients variously as throbbing, sharp,
immunosuppressive drugs are also at increased risk stabbing, burning, or shooting pain.16 They may
for zoster.10 Thus, HIV-positive individuals have a experience abnormal skin sensations such as tingling
higher incidence of zoster disease than individuals or itching. Malaise, dysesthesia, and itching are
with a healthy immune system; one longitudinal frequent elements of the prodrome as well.17
study reported 29.4 cases per 1000 patient-years.13
Patients undergoing bone-marrow or organ trans- Rash
plantation and treated with immunosuppressives are Most patients exhibit thoracic distribution of zos-
also at increased risk for herpes zoster.10 ter rash, with more than 50% of cases presenting with
Some reports have suggested that systemic steroid cutaneous lesions of the trunk.10,16 The rash gener-
therapy can incite VZV reactivation as well, placing ally appears proximally, then spreads distally along
persons with conditions such as rheumatoid arthritis the affected dermatome. The initial lesions appear as
or lupus at increased risk.10 Finally, both trauma and erythematous papules, which turn into vesicles
stressful life circumstances have been suggested to within 12 to 24 hours (Fig 2). New lesions generally
play a role in development of herpes zoster.14,15 appear over no more than 3 to 7 days, but the
duration of the rash has been correlated with patient
ACUTE HERPES ZOSTER: SYMPTOMS AND age (advancing age associated with longer duration)
DIAGNOSIS and site of infection (face healing more rapidly than
Prodrome other loci). The vesicles become pustules in about 3
The characteristic feature of herpes zoster is a days, and form scabs 7 to 10 days later.16,17 Virus
vesicular rash of unilateral distribution limited to 1 to persists in the lesions for only a few days and only
3 adjacent dermatomes. The onset of the rash, infrequently spreads cutaneously, except in patients
however, often is preceded by a prodromal phase.16 who are immunocompromised.16
J AM ACAD DERMATOL Weinberg S133
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In 10% to 15% of cases, zoster affects the first Table II. Potential complications of varicella-zoster
division of the trigeminal nerve,7 producing the char- virus can contribute to chronic pain and impairment
acteristic and usually painful zoster rash on the fore-
Neurologic
head, periocular area, and nose. Such a rash is known
Postherpetic neuralgia
as HZO. Ocular complications of HZO are among the Motor paralysis
most dangerous consequences of zoster disease, Meningoencephalitis
placing patients at risk for sight impairment or vision Transverse myelitis
loss caused by nerve damage or ocular pathology.12 Cerebral vasculitis
Cranial palsy
Pain and sensation Ocular
Approximately 60% to 90% of patients with zoster Lid ulceration
experience local neuritic pain16 and hypersensitivity Conjunctivitis, keratitis, uveitis
in association with the acute herpetic rash. This pain Optic neuritis
Retinal necrosis
is likely a result of an immediate nociceptive re-
Secondary glaucoma
sponse: local inflammation and tissue damage stim-
Visceral
ulate the primary afferent neurons of the skin and Pneumonitis
subcutaneous tissue, which manifests neurologi- Myocarditis
cally as pain.18 It may also be a function of direct Hepatitis
neurolytic injury to heavily infected axons and cell Esophagitis
bodies, or intraneural hemorrhage secondary to
inflammation. The pain often increases as the rash Data from Wood and Easterbrook.16
develops but then declines as the rash begins to
Encephalitis, myelitis, and nerve palsies have been
heal.19 In addition, allodynia and hyperalgesia may
reported among patients with zoster. Motor paralysis
be present, adding to patient discomfort during acute
can be a particularly disquieting outcome, although
herpes zoster.
it is rare, occurring in less than 5% of patients.19
Pain associated with zoster disease resolves within
Ramsay Hunt syndrome can present with hearing
several days for many patients, although the degree
loss, vertigo, and facial paresis, and cerebral arteritis
of pain can be variable. Acute pain is also correlated
leading to stroke, delayed even months after the
with an increased risk of postherpetic neuralgia.19,20
acute infection has been reported.17
The most common and challenging complications
Diagnosis
of herpes zoster, however, are postherpetic neuralgia
The features of zoster disease are so characteristic
and HZO with ocular complications. Postherpetic
that a diagnosis is generally made clinically, based on
neuralgia, chronic and debilitating pain that persists
the presence of prodromal pain and/or itching and
long after the zoster rash has cleared, is more likely to
the defining zoster rash. For patients presenting in the
occur with advancing age, in patients with a painful
prodromal period, the pain and dysesthesia may
prodrome, in those with more severe pain or rash
require differentiation from other pain sources, such
during the acute phase, and in those whose rash is
as trauma, myocardial ischemia, renal colic, gallblad-
distributed across multiple dermatomes.19,22,23
der disease, or dental pain.17 Atypical lesions,
Postherpetic neuralgia affects up to 34% of those
furthermore, may require laboratory confirmation,
with zoster in the general population, but about 60%
which sometimes is obtained from viral culture (often
to 70% of patients age 60 years and older who
difficult to recover from swabs) or more readily from
develop zoster.24
direct immunofluorescence assay. Recently, nested
HZO results when VZV reactivates in the first
and real-time polymerase chain reaction testing of
(ophthalmic) branch of the trigeminal (fifth) nerve.16
samples from skin lesions have proved valuable for
Of those with HZO, as many as 71% may develop
identifying VZV, with more rapid amplification than
ocular complications.25 Although blindness is rare,
other methods and high sensitivity.21 These labora-
HZO is associated with a substantial complication
tory techniques are most valuable for differentiating
rate, and permanent ocular damage and vision loss
VZV from zosteriform herpes simplex, a herpes
can occur.10 Patients with ocular involvement should
simplex viral infection that mimics zoster disease.
be referred to an ophthalmologist.
COMPLICATIONS OF HERPES ZOSTER
Potential outcomes of zoster disease Postherpetic neuralgia
A number of complications of zoster disease have Postherpetic neuralgia is thought to arise when
been described in the literature (Table II). nociceptors, sensitized during acute zoster infection,
S134 Weinberg J AM ACAD DERMATOL
DECEMBER 2007

Table III. Postherpetic neuralgia can present with a


range of neurologic pain symptoms
Intermittent or continuous, deep or superficial
Throbbing or stabbing
Spontaneous aching or burning
Paroxysm
Allodynia
Hyperalgesia
Intense itching

Data from Johnson and Whitton.17

fail to return to their prezoster state, or when a


persistent subclinical threshold state of central hy- Fig 3. Extent and degree of impact of postherpetic neu-
persensitization develops in which neurons are more ralgia pain on health-related quality-of-life parameters
easily stimulated than normal.18 measured with the EuroQol scale. Reprinted from Oster
Postherpetic neuralgia has been variously de- et al,27 with permission from the American Pain Society.
fined: definitions share persistent pain post-rash,
but differ in how long the pain must persist post-rash
to be classified as postherpetic neuralgia. Cut points postherpetic neuralgia to impaired health-related
used to discriminate postherpetic neuralgia have quality of life. In a study involving 1141 adults aged
ranged from 1 to 6 months after onset of zoster.26 50 years or older with zoster pain treated with
The presentation of postherpetic neuralgia is valacyclovir or acyclovir, this group measured im-
heterogeneous (Table III): patients may present pact of pain on 6 dimensions of well-being using a
with continuous or intermittent pain, which may be generic quality-of-life instrument, the Nottingham
spontaneous, evoked, or evoked in response to Health Profile. It was observed that 8 weeks after
stimuli that are not normally painful (allodynia). rash onset, zoster pain significantly diminished qual-
Some patients may present with intense itching.17 ity-of-life measures for energy, sleep, and global
Postherpetic neuralgia is a chronic and debilitat- quality-of-life score (P \.01).27
ing condition that can seriously impair the health and These consistent findings across multiple studies
quality of life among the affected elderly. Like zoster establish postherpetic neuralgia as a substantial
disease itself, the risk for postherpetic neuralgia problem among the elderly.
increases with advancing age. Choo et al22 reported
a 14.7-fold increase in prevalence of pain 30 days Herpes zoster ophthalmicus
after the acute rash among their patients aged 50 HZO is not in and of itself sight threatening or
years and older compared with patients younger difficult to treat, but if the eye becomes involved, the
than 50 years. Ragozzino et al7 observed that the risk to the patient increases, and the patient should
average age of persons with postherpetic neuralgia be referred to an ophthalmologist. The ocular
in Rochester, Minn, was 67 years. sequelae can be focused at the eyelid/conjunctiva
Symptoms frequently associated with posther- (blepharoconjunctivitis, secondary Staphylococcus
petic neuralgia include chronic fatigue, anorexia, infection), episclera/sclera (episcleritis/scleritis),
weight loss, and insomnia.9 The persistent pain and cornea (punctate epithelial keratitis, dendritic kera-
discomfort often interfere with activities of daily titis, anterior stromal keratitis, neurotrophic keratop-
living, limiting patients’ social interaction and ability athy), anterior chamber (uveitis), retina (necrosis), or
to work or tend to household chores. These chal- cranial nerves (optic neuritis, oculomotor palsies),
lenges may lead to psychologic problems, including with different degrees of associated damage or
depression and difficulty concentrating. Oster et al27 impairment. The most serious complications de-
reported that 385 respondents completing a ques- velop from involvement of the nasociliary branch
tionnaire assessing pain and its impact on life activ- of the cranial nerve, which innervates the globe.29
ities experienced long-standing and severe pain that
diminished their health-related quality of life, despite CONCLUSION
the use of medication. The pain interfered moder- Herpes zoster carries significant morbidity, and is
ately to severely with their ability to participate in both more common and associated with greater
general activities, and with their mood and enjoy- harm in the elderly and/or in immunocompromised
ment of life (Fig 3). Mauskopf et al28 also related individuals. Acute herpes zoster is painful, and a
J AM ACAD DERMATOL Weinberg S135
VOLUME 57, NUMBER 6

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