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CARDIOVASCULAR DISEASE IN THE ELDERLY 0733-8651/99 $8.00 + .

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VALVULAR DISEASE
IN THE ELDERLY
David A. Hinchman, MD, and Catherine M. Otto, MD

The relative prevalence of calcific degenera- tervention can be performed with an accept-
tive valvular disease in patients undergoing able operative mortality and morbidity in se-
surgical intervention has increased dramati- lected elderly patients, the importance of
cally over the past several decades, in part considering comorbid conditions and func-
because of longer lifespans and prevention of tional status in surgical decision making in
rheumatic fever.3oAlso, surgical intervention the elderly cannot be overemphasi~ed.~~. 'I4
is increasingly used in management of valvu- Normal aging changes can substantially im-
lar disease in the elderly (Table l).z,114Recog- pact the ability of the elderly to tolerate car-
nition of valvular disease in elderly patients is diovascular surgery, so benefits of surgery
hampered by the overlap in symptom profiles with regard to symptom relief and improved
between those with and without valvular dis- survival must be balanced against the surgi-
ease and by the nonspecific physical examina- cal risk, keeping in mind that surgical mor-
tion findings in many elderly patients. Symp- bidity (e.g., cerebrovascular events) may be
toms of chest pain, shortness of breath, of even more concern than surgical mortality
exercise intolerance, and dizziness are com- rates (Fig. 1). Clearly, the elderly patient
mon and have many other potential causes should be fully informed and involved at ev-
so that valve disease often is not considered ery stage of the decision-making process. Al-
in the differential diagnosis. Similarly, since though there is increasing data to make evi-
systolic murmurs are so frequent in the el- dence-based decisions on the elderly patient
derly, the patient with severe aortic stenosis, with valvular disease, there are still many
but a soft murmur, may be missed. areas of uncertainty. Thus, patient manage-
Although it is recognized that surgical in- ment remains a complex task requiring a
highly individualized approach.

Table 1. CLINICAL FACTORS ASSOCIATED WITH


AORTIC SCLEROSIS
CALClFlC AORTIC VALVE DISEASE
Demographic: Age
Male gender Prevalence
Clinical History: Smoking
Physical Examination: Height
Hypertension Calcific or degenerative aortic valve disease
Laboratory Data: LDL cholesterol (Fig. 2) is the most common valvular lesion
LPk) encountered among elderly patient^,^^ with
Diabetes
up to 90% of all aortic valve replacements

From the Department of Medicine, Division of Cardiology, University of Washington, Seattle, Washington

CARDIOLOGY CLINICS

-
VOLUME 17 * NUMBER 1 FEBRUARY 1999 137
138 HINCHMAN & OTTO

Figure 1. Annual number of octogenarians (bars) having cardiac operations and the annual hospital
mortality rate (circles) in a series of 600 consecutive patients over 80 years. (From Akins CW, Daggett
WM, Vlahakes GJ, et al: Cardiac operations in patients 80 years old and older. Ann Thorac Surg
64:606, 1997; with permission.)

in patients over age 75 being performed for Etiology and Pathology


calcific aortic s t e n o s i ~ . ~ ~Other
, causes of
aortic stenosis in the elderly include rheu- Aortic sclerosis, defined as thickening and
matic aortic valve disease (always occurs in calcification of the aortic valve without sig-
conjunction with rnitral valve involvement) nificant obstruction to ventricular outflow, is
and late degeneration of a congenitally bicus- increasingly recognized because of the wide-
pid va1~e.I~.9H spread use of echocardiography. The preva-

Figure 2. Doppler aortic velocity in an elderly patient with aortic


stenosis showing a maximum velocity of 4.8 m/s (arrow) and a
mean gradient of 57 mm Hg. AS-Jet = aortic stenosis jet.
VALVULAR DISEASE IN THE ELDERLY 139

lence of aortic sclerosis increases with age is 70 to 80-years. In contrast, patients with
being present in approximately 25% of people secondary calcification of a congenitally bi-
>aged 65 years and older and 48% of those cuspid aortic valve typically present at age 50
aged 75 years and It is clear on to 60-~ears,'~* 98 whereas patients with rheu-

pathologic studies that aortic sclerosis and matic aortic stenosis become symptomatic
stenosis represent extremes of the same dis- over a wider age range, with patients pres-
ease process, with hemodynamically signifi- enting between 20 and 50-years of age. Al-
cant aortic stenosis present in 2% to 9% of though the classic symptoms of aortic steno-
those over age 65.75,118 sis are angina, heart failure, and syncope, the
Although the factors that lead one elderly most common initial symptom in the elderly
patient to have severe stenosis requiring is impaired exercise tolerance.90Other typical
valve replacement and another patient to early symptoms are exertional dyspnea or
have only minimal sclerotic changes have not dizziness.
been defined, there is increasing evidence that Heart failure symptoms in patients with
several clinical factors are associated with the aortic stenosis occasionally are due to systolic
presence of a calcific aortic valve disease. The ventricular dysfunction, especially if there is
clinical factors associated with aortic sclero- associated coronary artery disease. More of-
sis/ stenosis include age, male gender, height, ten, systolic function is normal. Heart failure
hypertension, smoking, serum LDL and Lp(a) symptoms may be caused by an elevated left
levels, and diabetes (see Table l).9, 34, 47, 53, 118 ventricular end-diastolic pressure in associa-
Histopathologic studies also support the tion with ventricular hypertrophy and dia-
concept that calcific aortic valve disease rep- stolic dysfunction. Alternatively, exercise in-
resents an active disease process and is not tolerance may be caused by the inability to
simply an inevitable consequence of aging. It increase cardiac output across the stenotic
is likely that endothelial injury from mechani- valve with exercise.
cal and shear stress on the aortic side of the Exertional chest pain can result from an
valve leaflets10s,lZ0 initiates an active, inflam- increase in oxygen demand by the hypertro-
matory process similar, but not identical, to phied myocardium and abnormal patterns of
atherosclerosis. Histologic examination re- coronary blood flow in aortic stenosis, even
veals subendothelial lesions with displace- in the absence of significant coronary dis-
ment of the elastic lamina, lipid infiltration, ease.48, lZ3 Coexisting coronary disease is
inflammatory cell accumulation and micro- common with significant coronary narrowing
scopic mineralization (Fig. 3). Lipid deposi- present in about 50% of adults with aortic
tion is present early in the development of . ~ ~ as the absence of chest pain
s t e n o s i ~Just
aortic sclerosis with demonstration of apoli- does not exclude the presence of associated
poproteins B, (a), and E consistent with the coronary artery disease, the presence of an-
presence of oxidized LDL in early lesions.84 gina pectoris in patients with aortic stenosis
Additionally, foam cells are present with evi- may be caused by subendocardial ischemia
dence of macrophage activation including associated with the hemodynamic effects of
production of proteins, such as osteopontin, aortic stenosis alone, without associated sig-
that modulate tissue cal~ification.~~, 91 All of nificant coronary artery disease.
these changes are distinct from the normal Several mechanisms have been postulated
aging changes of the valve that include a to explain the third classic symptom of aortic
diffuse increase in leaflet thickness, an in- stenosis syncope or lightheadedness. Al-
creased number of adipose cells on the ven- though ventricular arrhythmias and left ven-
tricular side of the leaflet and increased prom- tricular systolic dysfunction have been pro-
inence of the nodules of Arantius. posed, there is more evidence that an acute
drop in blood pressure is caused by an inap-
propriate LV baroreceptor response in the
Symptoms presence of a fixed cardiac output.6',lo3 Sud-
den cardiac death has not been reported in
Aortic stenosis in adults is characterized previously asymptomatic adults with aortic
clinically by a long asymptomatic period as s t e n o ~ i s .64,~yo~ ,
obstruction to left ventricular outflow devel- Aortic stenosis is frequently underdiag-
ops gradually over many years.*13The aver- nosed in the elderly. The increase in hemody-
age age at symptom onset for patients with namic severity occurs slowly so many pa-
degenerative calcification of a trileaflet valve tients fail to recognize early symptoms or
140 HINCHMAN & OTTO

Figure 3. Potential roles of lipoproteins in the pathogenesis of aortic valvular lesions.


Endothelial injury allows insudation of circulating lipoproteins into the subendothelial
space. Sequestered in a microenvironment where actively metabolizing cells (i.e., resident
fibroblasts and endothelial cells) consume antioxidants, these lipoproteins become mini-
mally oxidized and possibly stimulate leukocyte adhesion. After more extensive oxidative
modification, lipoproteins could be recognized and endocytosed by macrophage scaven-
ger receptors, resulting in foam cell formation. Studies showing that HLA antigens and
interleukin-2 receptors are present in lesions suggest the possibility of induction of
cytokine and growth factor release by macrophages and fibroblasts. Lipid accumulation
in macrophages leads to expression of apoE. The cytokines released by macrophages
and fibroblasts stimulate fibroblast production of proteoglycans. LDL and apoE then may
be trapped by proteoglycans and Lp(a) by both proteoglycans and fibrinogen, leading to
lipoprotein accumulation and repetition of the cycle of events described above. Several
factors in this cascade of events, including lipoproteins, release of calcification-mediating
molecules such as osteopontin by inflammatory cells and possibly by fibroblasts, and
participation of proteoglycans in matrix vesicle formation could facilitate calcium deposi-
tion. Those features whose presence is inferred but not proved are indicated with question
marks. (From O'Brien KD, Reichenbach DD, Marcovina SM, et al: Apolipoproteins B, (a),
and E accumulate in the morphologically early lesion of degenerative valvular aortic
stenosis. Arterioscler Thromb Vasc Biol 16:523, 1996; with permission.)

simply attribute them to getting older. Pa- aortic stenosis is a harsh, crescendo-decre-
tients presenting with more severe symptoms scendo systolic murmur that is loudest at the
of syncope, angina, or frank heart failure usu- base, over the right second intercostal space,
ally have had antecedent symptoms but may with radiation to the carotid arteries. In el-
have not sought medical attention. Less fre- derly patients, however, the murmur may ra-
quently, a previously asymptomatic patient diate to the apex instead of the carotids.
may present with acute pulmonary edema Whereas a loud murmur (grade 4) denotes
in the setting of an acute infectious process, severe stenosis, most elderly patients with se-
anemia, or other hemodynamic stress. vere valvular obstruction have only a grade 2
or grade 3 murmur and some have an even
softer murmur despite severe disease.78,y2
Physical Examination Clinical diagnosis is further complicated by
the high frequency of systolic murmurs in the
The diagnosis of aortic stenosis is often elderly with about one-third of all elderly
made by the auscultation of a murmur in an patients admitted to the hospital having a
asymptomatic patient. The typical murmur of basal systolic murmur, even though most do
VALVULAR DISEASE IN THE ELDERLY 141

not have severe aortic s t e n o s i ~ .Thus,


~ ~ the owing to coexisting hypertension. On chest
clinical sensitivity and specificity of a systolic radiography, valve calcification seen on the
murmur for detection of severe aortic stenosis lateral projection is specific, but not sensitive
in the elderly is low. for the diagnosis of valvular aortic stenosis.
Other key features in the physical examina- Valve calcification, however, is seen on fluo-
tion of patients with suspected aortic stenosis roscopy in a high percentage of elderly adults
are the carotid pulse contour and amplitude, with valvular aortic stenosis.
timing of the murmur, splitting of the second
heart sound, and signs of heart failure. As the
severity of valvular obstruction progresses, Echocardiography
the murmur peaks later in systole. Most pa- Doppler echocardiography is a cost-effec-
tients with aortic stenosis have some compo- tive and accurate strategy for diagnosing aor-
nent of coexisting aortic regurgitation, how- tic stenosis in the elderly.x9Imaging reveals
ever, that also affects the timing of the cusp thickening and calcification, and Doppler
murmur peak intensity, limiting the sensitiv- evaluation allows accurate determination of
ity of a late peaking murmur for detection the severity of valvular obstruction (Table 2).
of severe aortic stenosis. A clearly split S2
indicates that severe obstruction is unlikely
because as leaflet motion becomes impaired
by calcification, the leaflets no longer snap Table 2. USE OF ECHOCARDIOGRAPHY IN
shut, resulting in a single S2 caused by an ASSESSMENT OF VALVULAR DISEASE
(TTE AND TEE)
inaudible aortic c o m p ~ n e n t . ~ ~
As aortic stenosis becomes severe, the ca- Valve anatomy and etiology of disease
rotid pulse amplitude is decreased (pulsus Evaluation of stenosis severity
Aortic stenosis
parvus) and occurs later in systole (pulsus Jet velocity
tardus). It is important to realize, however, Maximum and mean transaortic gradient
that pulse amplitude and timing may appear Continuity equation valve area
to be normal even when severe stenosis is Mitral stenosis
present if there is coexisting atherosclerosis. Mean transmitral gradient
Two-dimensional valve area
This occurs because the stiff vessels lead to a Pressure half-time valve area
rapid and excessive rise in aortic pressure. A Prosthetic valves
slow rising, low amplitude carotid pulse has Jet velocity
a relatively high specificity, but low sensitiv- Mean gradient
Valve area
ity, for severe aortic stenosis in the elderlyy* Evaluation of regurgitant severity
When the diagnosis of aortic stenosis is Color Doppler flow imaging (0 to 4 + scale)
suspected, further evaluation is warranted if Continuous wave Doppler velocity curve
symptoms are present or if the diagnosis Flow reversals (pulmonary veins for MR, descending
would change clinical management, for ex- aorta for AR)
Quantitation of regurgitant volume, fraction and
ample in the preoperative evaluation of a pa- orifice area in selected cases
tient undergoing noncardiac surgery. Aortic Prosthetic valve regurgitation*
stenosis cannot be reliably excluded by physi- Left ventricle and atrium
cal examination unless there is no systolic Left atrial enlargement
Left atrial thrombus*
murmur, the second heart sound is normally Left ventricular end-diastolic and end-systolic
split, and the carotid upstroke is normal. dimensions and volumes
Left ventricular ejection fraction
Left ventricular dP/dt (from MR jet)
Diagnostic Approach Right heart
Pulmonary artery systolic pressure estimate
Right ventricular size and systolic function
Although electrocardiography and chest ra- Tricuspid regurgitation
diography have traditionally been used to Right atrial size
evaluate patients with aortic stenosis, the di- Endocarditis
Detection of valvular vegetations‘
agnostic accuracy of these approaches is low. Evaluation of the extent of valve dysfunction
Electrocardiographic evidence of left ventric- Evaluation of complications (abscess, fistula)*
ular hypertrophy is seen in only 50% of adults
with severe aortic stenosis.yoEvidence for “Transesophageal imaging usually necessary for accurate diag-
nosis
ventricular hypertrophy, conversely, may be MR = mitral regurgitation; AR = aortic regurgitation; dP/dt
present in the absence of significant stenosis = rate of rise in pressure over time.
142 HINCHMAN & OTTO

The most clinically useful measures of aortic Cardiac Catheterization


stenosis by echocardiography are maximum
Cardiac catheterization rarely is needed for
aortic jet velocity and continuity equation
evaluation of stenosis severity given the accu-
valve area. The advantages of aortic valve jet
velocity are that a direct Doppler measure- racy of echocardiographic data. When echo-
cardiographic data are nondiagnostic or when
ment involves no calculations, has a low in-
terobserver variability and is predictive of there are discrepancies between the clinical
evaluation and echocardiographic data, how-
clinical outcome.y0
ever, measurement of transaortic pressure
Jet velocity, however, has two major limita-
gradient and calculation of valve area at cath-
tions as a descriptor of disease severity. First,
eterization can be very helpf~l.'~,46 The value
the search for the highest aortic valve velocity
of fluoroscopic examination for valve calcifi-
at multiple acoustic windows must be per-
cation also should not be overlooked.
formed meticulously by a trained and experi- All elderly patients with symptomatic se-
enced sonographer because stenosis severity
vere aortic stenosis undergoing surgical inter-
can be seriously underestimated if Doppler vention require coronary angiography preop-
signals are recorded from a nonparallel inter- eratively because surgical outcome is
cept angle.'3 Second, jet velocities (and pres- improved if concurrent coronary artery by-
sure gradients) are flow dependent so that a pass grafting is performed. Many elderly pa-
low velocity may be seen with severe stenosis tients also require coronary angiography ear-
if cardiac output is depressed because of co- lier in the disease course because anginal
existing mitral regurgitation or left ventricu- symptoms with only mild or moderate aortic
lar systolic dysfunction. This limitation can stenosis are likely because of coexisting coro-
be avoided by calculation of valve area using nary disease.
the Doppler continuity equation.86, 95, 130
Echocardiographic examination also allows
evaluation of left ventricular size, global and Disease Progression
regional systolic function, the presence and
extent of coexisting aortic regurgitation, eval- Asymptomatic Patients
uation of associated mitral valve disease, and
estimation of pulmonary artery pressures. Adults with asymptomatic aortic stenosis
have an excellent clinical outcome, indistin-
guishable from age-matched controls without
aortic valve disease. There have been few re-
Exercise Testing ports of sudden death in the absence of prior
symptoms in adults with asymptomatic aortic
Although exercise stress testing has been stenosis, none in more recent series.55,64, ' O , 12*
performed in asymptomatic patients with sig- Recent data on the likelihood of symptom
nificant aortic stenosis in an effort to further onset based on baseline jet velocity is quite
define the relationship between hemody- useful in patient education and in planning
namic severity and clinical symptoms, exer- the frequency of clinical follow up. In the
cise testing is not routinely needed in the patient with a jet velocity greater than 4.0 m/
clinical setting.23,y7 Certainly, in the patient s, symptoms occur at a rate of 40% per year
with clear symptoms, exercise testing is un- compared to 17% per year for a jet between
necessary and may be risky. In most patients, 3.0 and 4.0 m/s and only 8% per year if jet
exercise testing adds little if any prognostic velocity is less than 3.0 m/s (Fig. 4).90
value to a clinical evaluation and resting In addition to baseline jet velocity, the only
echocardiographic examination.'" On the other multivariate predictors of clinical out-
other hand, in the patient with equivocal come, defined as death or aortic valve re-
symptoms or when symptoms are denied but placement, were the annual rate of change
suspected, exercise testing may provide both in aortic jet velocity and baseline functional
the patient and physician convincing evi- status. This last observation deserves particu-
dence of symptom onset.2hWhen needed, ex- lar emphasis because even though these sub-
ercise testing should be performed with cau- jects had no overt cardiac symptoms, func-
tion, with close supervision and prompt tional status (an easily determined parameter)
termination of the test for any decline in was such a strong predictor of outcomeyo
blood pressure, excessive ST-segment depres- In patients with asymptomatic aortic steno-
sion, or the onset of an arrhythmia. sis, there is considerable individual variability
VALVULAR DISEASE IN THE ELDERLY 143

:........ L-- 1 Vmax <3.0 m/s


...#

.-.-.L--------------------------
-m .. .. .-.
. ..,
.-> ...-.
.,.
2 -,
3.0-4.0 m/s
a 6,
b-.,
v)
Q,
b,
& ...
......
b
?2
L
.4 .
b...
.-.
>
&
C
Q,
..-.
.-,
w
.2

1
>4.0 m/s

1
00 I*
12 24 36 48 60

Time from Enrollment (months)

Figure 4. Cox regression analysis showing event-free survival in groups defined by aortic jet
velocity at entry (P<O.OOOl by log-rank test) in a prospective series of 123 adults (mean age
6 3 f 1 6 years with asymptomatic valvular aortic stenosis. (From Otto CM, Burwash IG, Legget
ME, et al: Prospective study of asymptomatic valvular aortic stenosis: Clinical, echocardiographic
and exercise predictors of outcome. Circulation 95:2262, 1997; with permission.)

in the rate of hemodynamic progression of in the absence of valve replacement with sur-
aortic valve obstruction (Table 3). The average vival rates less than 50% at 2 years.", h4, 85, 122
rate of increase in jet velocity is about 0.2 to Interestingly, despite the marked difference in
0.4 m/s per year, the average increase in the clinical outcome between symptomatic and
mean aortic valvular gradient is 6 to 8 mm asymptomatic patients, there is broad overlap
Hg per year and the average decrease in in the jet velocities, mean gradients, and valve
valve area is 0.1 cm2 per year.21,3y, yo, 94, loo, *05 areas.55,yo, y6, 122 This observation suggests that
Predictors of the rate of hemodynamic pro- instead of a set numerical value that applies
gression in individual patients have not been to all patients, severe aortic stenosis is best
defined. defined as the point at which the metabolic
demands of the patient cannot be met in the
Symptomatic Patients face of a narrowed aortic valve. Although to
Once symptoms occur, mortality in adults some extent the degree of valve narrowing
with valvular aortic stenosis is extremely high that causes symptoms is related to body size,

Table 3. HEMODYNAMIC PROGRESSION OF AORTIC STENOSIS AS ASSESSED BY ECHOCARDIOGRAPHY


(SELECTED SERIES)
Mean Increase
Follow-up in Mean Increase in Decrease
Type of Interval AP VlSlaX in AVA
Series Study n MeanAge(y) (YO (mmHg/yr) (m/s per yr) (cm*/yr)

Otto 1989y4 Prospective 42 66 2 66 1.7 7 . 9 t 7.1 0.36 2 0.31 0.1 (0-0.5)


Roger 1990Iu5 Retrospective 112 69 f 11 2.1 0.23 2 0.37
Faggiano 199Py Prospective 45 72 5 10 1.5 0.4 i.0.3 - 0.1 2 0.13
(-0.7-0.1)
Peter 19931"0 Retrospective 49 Range 16-81 2.7 7.2
Brener 19952L Retrospective 394 65 t 12 3.1 6.3 0.14
Otto 199790 Prospective 123 63 5 16 2.5 757 0.32 t0.34 0.12t 0.19

AP = pressure gradient; V,, = maximum aortic jet velocity; AVA = aortic valve replacement
144 HINCHMAN & OTTO

other factors, such as activity levels, also play provide limited symptomatic relief. Although
a role. Thus, a small 85-year-old woman with infective endocarditis is rare, mortality is
aortic stenosis may not be symptomatic until high, so antibiotic prophylaxis is indicated for
the valve area is less than 0.5 cm2.In contrast, dental and other procedures per the AHA
an active 65-year-old man may recognize recommendation^.^^
symptoms with a valve area in the 1.0 to 1.2 Patients with asymptomatic aortic stenosis
cm2 range. Jet velocity avoids some of the undergoing noncardiac surgery are at higher
limitation of valve area in that transaortic risk; however, many of these patients can be
velocity is, in effect, already indexed to heart managed without aortic valve replacement if
size. In addition, differences in clinical out- there is a careful preoperative evaluation plus
come often are related to coexisting coronary invasive hemodynamic monitoring with opti-
artery disease, the presence and severity of mization of loading conditions in the periop-
mitral regurgitation, and comorbid noncar- erative period.lZ1
diac diseases. At this time, there is no known therapy to
prevent or slow disease progression in adults
with aortic sclerosis or stenosis. The recent
Treatment demonstration of associated clinical factors
and an increased understanding of the histo-
Because symptom onset is insidious and pathology of this disease suggest, however,
often not appreciated by the patient, patient that intervention may be possible in the fu-
education is key in the management of el- ture.
derly patients with aortic stenosis. The health
care provider should carefully and routinely
Alternatives to Valve Replacement
question the patient at each visit to elicit
symptoms, specifically asking the patient to When mechanical relief of aortic stenosis is
compare current activity levels to those at a needed, there are no acceptable alternatives
set time in the past. In addition, the patient to valve replacement in the elderly. Percuta-
should be educated about the expected dis- neous balloon valvuloplasty seemed promis-
ease course, the probable need for valve sur- ing when initially introduced, however, sev-
gery at some point in the future, and the eral large series have demonstrated that
importance of seeking medical attention im- mortality for elderly adults undergoing bal-
mediately at symptom onset. loon aortic valvuloplasty is no different from
untreated aortic stenosis, with 1-year actuar-
Medical Therapy ial mortality rates of 35% to 50'/0.'~,76, 91
Valve-sparing treatments, such as ultra-
Symptomatic patients with aortic stenosis sonic debridement of the valve have been
should undergo surgical intervention. In the abandoned because of the development of
asymptomatic patient, medical therapy moderate or severe aortic regurgitation in
should focus on patient education, periodic most Since little normal tissue re-
echocardiographic follow-up, endocarditis mains after ultrasonic debridement of a de-
prophylaxis, and careful management of pre- generative aortic valve, no valve-sparing
load and afterload when noncardiac surgical technique holds significant promise.
procedures are needed. In the symptomatic
patient who refuses or is not a candidate for
Surgical Intervention
surgical intervention, medical management of
heart failure symptoms is difficult. Diuretics Indications. Symptom onset remains a
should be used with caution because a low clear indicator for surgical intervention in el-
preload may exacerbate symptoms due to low derly adults with aortic stenosis, regardless
cardiac output. Although afterload reduction of patient age. The benefit of surgery is so
theoretically is desirable, if the stenotic valve great, that only an extremely high surgical
serves as a fixed resistance, peripheral vasodi- mortality caused by comorbid medical condi-
lation may lead to systemic hypotension tions is a contraindication to surgical inter-
without a compensatory increase in cardiac vention.
output. Despite these concerns, standard ap- In addition, aortic valve replacement in the
proaches to heart failure management may asymptomatic patient with a jet velocity over
be attempted in these patients with careful 4.0 m/s who is undergoing coronary artery
clinical monitoring. Although medical ther- bypass surgery should be strongly consid-
apy is unlikely to prolong survival, it may ered, given the high likelihood of progression
VALVULAR DISEASE IN THE ELDERLY 145

Table 4. OPERATIVE RISK OF AORTIC VALVE REPLACEMENT IN THE ELDERLY (SELECTED STUDIES)
30 daylOp Neurologic
Series Age Procedure n Mort MI Events
Craver 19WX Age 270 yrs AVR 188 10.1% 1.6% 5.3%
AVR + CABG 130 12.3% 7.7% 10.8%
Fremes 198943 Age 270 yrs AVR 110 2.7%
AVR + CABG 150 8.0%
Age (70 yrs AVR 566 4.9%
AVR + CABG 212 3.3%
Azariades 1991'3 Age 280 yrs AVR i- / - CABG 88 16%
Olsson 199288 Age 280 yrs AVR + / - CABG 44 14% 7% 9%
Age 65-75 yrs AVR i- / - CABG 83 4% 5% 3%
Elayda 199338 Age 280 yrs AVR 77 5.2% 11.1%
AVR + CABG 75 24%
Logeais 1994" Age 275 yrs AVR + / - CABG 154 9%
Gehlot 1996@ Age 280 yrs AVR + / - CABG 322 13.7%
Asima kopoulos 1997" Age 280 yrs AVR i- / - CABG 1100 6.6%
Shapira 1997'14 Age >75yrs AVR + / - CABG 105 4.8% 0.7% 4.8%

MI = myocardial infarction; AVR = aortic valve replacement; CABG = coronary artery bypass grafting

to symptoms in the next 2 years. Management diac arrhythmias, prolonged ventilatory sup-
of patients with intermediate degrees (jet ve- port requirements and congestive heart
locity 3.0 to 4.0 m/s) of aortic stenosis under- failure are common, perioperative myocardial
going coronary surgery is less clear.90 infarction is seen in 3 to 8%, and cerebrovas-
Although surgical intervention in the cular events are reported in as many as 11%
asymptomatic patient with severe aortic ste- of patients.3, 13, 28,38. 77
nosis has been proposed to prevent progres- Concomitant Bypass Surgery. Aortic valve
sive left ventricular hypertrophy with conse- stenosis and coronary atherosclerosis fre-
quent diastolic dysfunction, there is little data quently coexist and about 50% of patients
to support the potential benefit of this ap- undergoing valve replacement also undergo
proach. Most clinicians continue to follow coronary revascularization. The higher opera-
asymptomatic patients closely, regardless of tive mortality of combined valve replacement
stenosis severity, delaying surgical interven- and bypass surgery (8% to 25% versus 4% to
tion until symptoms supervene. It is im- 5%) most likely reflects the increased risk of
portant, however, that even mild symptoms, the disease combination since weaning from
such as decreased exercise tolerance, lead to cardiopulmonary bypass is problematic if sig-
prompt valve replacement. nificant coronary ischemia is pre~ent.~, 38, 43,
Surgical Mortality and Morbidity in the 77, 114 Remarkably, female gender is an inde-
Elderly. Current surgical mortality rates in pendent risk factor for mortality after com-
elderly patients undergoing aortic valve re- bined coronary artery bypass-aortic valve re-
placement range from 4% to 24% (Table 4).3, placement? 43, 79 possibly because of smaller
11. 13. 28, 38. 43. 44. 77. 88, 114 Recent improvements in coronary arteries or a late referral pattern in
mortality rates likely reflect advances in anes- women.
thetic management, surgical and periopera- The addition of mitral valve surgery to aor-
tive care techniques, and in patient selection. tic valve replacement increases operative
Risk factors for operative mortality include mortality rates to the 15% to 25% range in
functional class, lack of sinus rhythm, preop- patients over 80 years.3s Although it may
erative left ventricular systolic dysfunction, seem prudent to avoid combination valve
aortic regurgitation, concomitant surgical pro- procedures, these poor outcomes likely reflect
cedures, previous bypass surgery, emergency a high-risk subgroup at baseline.
surgery, coronary artery disease, female gen- Surgical outcomes are optimized when at-
der, concurrent mitral valve surgery, hyper- tention is given to patient preparation, such
tension, and LV systolic dy~function.~, 28, 38, 77 as respiratory training, early mobilization,
Although operative mortality is acceptable early removal of indwelling tubes and cathe-
in comparison to the high mortality without ters, management of arrhythmias, avoidance
surgical intervention, both the physician and of nephrotoxic drugs, and maintaining good
patient need to be aware of high postopera- nutritional status.38
tive complication rates in the elderly.38Car- Long-Term Outcome After Valve Replace-
146 HINCHMAN & OTTO

o AVR + Concomitant procedures P <0.01

0 '
30 Days 1 2 3 4 5

Year

Figure 5. Plot of actuarial survival by operative procedure in 171 consecutive patients aged 80-91
years undergoing aortic valve surgery. AVR indicates aortic valve replacement. Solid circle =
Isolated AVR; open circle = AVR plus concomitant procedures. (From Elayda MA, Hall RJ, Reul
RM, et al: Aortic valve replacement in patients 80 years and older: Operative risks and long-term
results. Circulation 88(2):11, 1993; with permission.)

ment. Long-term survival after valve replace- and risks of bleeding versus thromboembo-
ment for aortic stenosis is excellent with 1-, lism.
3- and 5-year survival rates of 91%, 84% and A recent c o m p a ~ i s o nof~ bioprosthetic
~ and
76%, in patients over age 80 (Fig. 5).,, The mechanical valves in a series of elderly pa-
use of age-adjusted life tables to compare the tients found that the rates of early and late
survival of age-matched patients without aortic mortality, thromboembolic events, endocardi-
stenosis can be useful in predicting survival tis, and hemorrhage were no different for the
after successful aortic valve replacement. two valve types. Reoperation, however, was
Postoperatively, left ventricular systolic required in four (2%) patients, all of whom
performance improves (even if in the normal had bioprosthetic valves, and there were no
range preoperatively), and hypertrophy re- structural failures with the mechanical valves.
gresses owing to the favorable effects on The risk of hemorrhage with anticoagulation
afterload. Clinical and histologic evidence for for the mechanical valves was also low (98.4%
diastolic dysfunction, however, persists for t 0.02% free from hemorrhage at 5 years),
up to 8 years postoperatively.hyIn the absence leading the investigators to conclude that me-
of coexisting left ventricular dysfunction or chanical prostheses are reasonable and un-
uncorrected coronary artery disease, nearly derused in the elderly.
all patients have resolution of symptoms and Bioprosthesis. Although the major disad-
an improvement in functional class with most vantage of a bioprosthetic valve is limited
elderly patients being able to live at home durability, several studies suggest there is an
and function inde~endently.~~. 88, 114 inverse relationship between age and biopros-
thetic valve failure and that outcomes with
Choice of Valve Prosthesis bioprosthetic valves are excellent, making
these valves an appropriate choice in many
There are several choices of valve substi- elderly patients.27, *14 It should be noted,
5y7

tutes in the elderly with the major decision however, that the hemodynamics of small
being whether to implant a mechanical or stented bioprosthetic valves are suboptimal
bioprosthetic valve. so that some patients (particularly women)
Mechanical. Mechanical aortic valve re- will have functional stenosis due to a small
placements offer acceptable hemodynamics prosthesis after surgical intervention. Because
and excellent long-term durability, factors root enlarging procedures significantly in-
that should not be underestimated given the crease operative mortality, alternate valve
increasing longevity of our patients. On the types should be considered in patients with a
other hand, chronic warfarin anticoagulation small aortic root. Newer stentless biopros-
is needed, with the attendant inconvenience thetic valves offer better hemodynamics and
VALVULAR DISEASE IN THE ELDERLY 147

improved durability compared to conven- Associated Cardiac Events


tional valves.126The use of this type of valve
prosthesis may increase as we gain further Some degree of mitral regurgitation is seen
experience with optimal surgical implanta- in about half of elderly patients with mitral
tion and long-term outcome. annular calcification and is moderate or se-
Homograft valves offer few advantages in vere in about 20% to 339'0.~' The calcification
the elderly and are rarely used. A pulmonic process occasionally encroaches on the annu-
autograft (Ross procedure) is not feasible be- lar orifice or affects the base of the valve
cause of the discrepancy in size between the leaflets, resulting in some degree of mitral
aorta and pulmonary artery, aging changes of stenosis in 6% to 8% of patients. The process
the tissues, and the increased operative time has been associated with left atrial enlarge-
for this approach. ment and atrial fibrillation, conduction de-
fects, and the need for permanent pacemaker
implantation.80, Mitral annular calcification
has been found to be associated with a higher
MITRAL ANNULAR CALCIFICATION incidence of thromboembolic strokes and car-
diovascular events including myocardial in-
farction and sudden cardiac death, although
Pathology whether the process is causal or merely asso-
ciated with other precursors of these events
is less clear.5,6. 16. 81, 106
Mitral annular calcification (Fig. 6) is a de-
generative calcific process, possibly similar to
that of aortic sclerosis and s t e n o ~ i s .Calcific,
'~~
crescent-shaped deposits in the posterior por- MITRAL REGURGITATION
tion of the mitral valve annulus can be seen
in about half of elderly patients by echocardi- Prevalence and Etiology
ography4 and with significantly less sensitiv-
ity by chest radiography or fluoro~copy.~ In Some degree of mitral regurgitation is pres-
echocardiographic series, the prevalence has ent in many elderly patients but typically is
been reported to be roughly 20% at age 62 to mild in severity. In most elderly patients, mi-
70 years, 33% at 71 to 80,62% at 81 to 90, and tral regurgitation is an incidental finding that
approaches 100% by age 101 to 103.6 is unlikely to ever require surgical interven-

Figure 6. Apical 4-chamber echocardiographic image showing typi-


cal mild mitral annular calcification (arrow). LA = left atrium; LV =
left ventricle; RV = right ventricle; RA = right atrium.
148 HINCHMAN & OTTO

Figure 7. Predominant pathologic findings in 50 consecutive patients


270-years-old undergoing surgery for mitral regurgitation. (From Azar H,
Szentpetery S: Mitral valve repair in patients over the age of 70 years.
Eur J Cardiothorac Surg 8:29,1994; with permission.)

tion. The exceptions are those elderly patients sodes due to regional myocardial dysfunc-
with severe myxomatous mitral valve disease tion.68, 102
in whom valve repair or replacement is likely Although primary abnormalities of the mi-
and patients with ischemic mitral regurgita- tral leaflets and chordae due to rheumatic
tion for which surgery might include an disease or endocarditis are uncommon in the
annuloplasty ring and coronary bypass graft- elderly, chordal rupture may be seen either
ing (Fig. 7). as an isolated finding or in association with
Mitral regurgitation in the elderly can re- myxomatous mitral valve disease (Fig. 8).
sult from several pathologic processes and Myxomatous mitral valve disease, or mitral
often is the result of a complex interaction of valve prolapse, is the most common cause
several factors in a given patient. Competency of significant mitral regurgitation requiring
of the mitral valve requires normal anatomic valve replacement or repair in the elderly.
relationships and function of the entire mitral Typically, the elderly male patient has the
valve apparatus including the annulus, characteristic findings of mitral leaflet thick-
leaflets, chordal apparatus, papillary muscles, ening and redundancy with prolapse of one
and left ventricular wall. Abnormalities of or both leaflets into the left atrium in systole
any one or a combination of these compo- in association with significant mitral regurgi-
nents can result in mitral regurgitation. For With
t a t i ~ n .Io1~ ~ , increasing age, the incidence
example, mitral annular calcification is a com- of ruptured chordae increases.3s,127
mon cause of mild to moderate mitral regur-
gitation caused by loss of the normal systolic
contraction of the annulus. Another example
is dilated cardiomyopathy for which associ- Diagnosis
ated mitral regurgitation is common owing to
distortion of the normal relationship between On physical examination, mitral regurgita-
the papillary muscles and mitral annulus. tion is appreciated as a holosystolic murmur
Ischemic heart disease causes mitral regur- that is loudest at the apex and radiates to the
gitation in the elderly by several different axilla. A loud murmur (grade 4 or greater)
mechanisms, including papillary muscle rup- denotes severe regurgitation; however, regur-
ture with acute myocardial infarction, left gitant severity varies widely in those with
ventricular dilation and systolic dysfunction a softer (grade 2 or 3 ) murmur. When left
with chronic ischemic disease, and intermit- ventricular dilation is present, the apical im-
tent mitral regurgitation during ischemic epi- pulse is enlarged and laterally displaced but
VALVULAR DISEASE IN THE ELDERLY 149

Figure 8. Transesophageal echocardiographic image showing se-


vere prolapse of the posterior leaflet (PL) with a small ruptured
chord (arrow). LA = left atrium; LV = left ventricle.

typically is normal earlier in the disease tients with coexisting left ventricular systolic
course. dysfunction, but there is no convincing evi-
The murmur of mitral regurgitation can be dence that afterload reduction affects the nat-
distinguished from aortic stenosis by changes ural history of the disease.25,73
in the loudness of the murmur with changes Acute mitral regurgitation due to papillary
in preload or afterload. Both a decrease in muscle rupture, chordal rupture, or endocar-
preload (squat to stand maneuver) or an in- ditis often requires stabilization with intrave-
crease in afterload (handgrip) typically aug- nous afterload reduction therapy (nitroprus-
ment the murmur of mitral regurgitation. In side) or with an intra-aortic balloon pump
contrast, an aortic stenosis murmur dimin- before consideration of surgical intervention.
ishes with an increase in afterload.
The optimal approach to evaluation of the
patient with suspected mitral regurgitation is Surgical Intervention
echocardiography. Two-dimensional Doppler
and color flow imaging allow delineation of lndications
the etiology of and severity of regurgitation
and assessment of left ventricular systolic Symptoms due to severe mitral regurgita-
function, left atrial dilation, and pulmonary tion clearly are an indication for surgical in-
pressures. tervention. In patients with asymptomatic mi-
tral regurgitation, surgical intervention also
may be considered to prevent occult deterio-
Medical Therapy ration of left ventricular systolic function. In
younger adults criteria for surgical interven-
Medical management of mitral regurgita- tion based on measures of left ventricular
tion in the elderly focuses on endocarditis size, ejection performance, and parameters of
prophylaxis, periodic echocardiographic eval- end-systolic wall stress have been well de-
uation, patient education, and symptomatic fined.37
relief of pulmonary congestion with diuretics. Indications for surgical intervention in the
Afterload reduction may be beneficial in pa- elderly patient with mitral regurgitation are
150 HINCHMAN & OTTO

Table 5. OPERATIVE RISK OF MITRAL VALVE SURGERY IN THE ELDERLY


Etiology of Mean Age
AuthorlYear MR n (years) Hospital Mortality Long-term Survival

Fremes 1989” Mixed 81 270 yrs MVR only 8.6%


56 270 yrs MVR + CABG 19.6%
Jebara 1 9 9 P Myxomatous 79 >70 3.8% 81% at 5 yrs
David 1993” Myxomatous 184 57 4% 94% at 8yrs
Kay 1986”’ Ischemic 101 62?8 -10% EF >40% 5 8 k 12Y0 at 10 yrs
EF 2140% 33 +- 10% at 10 yrs
EF <20% 16 2 14% at 10 yrs
Hendren 19915’ Ischemic 65 66210 9.1% Restrictive motion 48% at 3 yrs
Prolapse 96% at 3 yrs
Azar 199412 Mixed 50 Age 270 yrs 6%
Lee 1996’’ Mixed 190 Age 270 yrs 3.7%
424 Age <70 yrs 3.5%
Asimakopoulos 1997” Mixed 86 Age 280 yrs 10.4% 80% at 1 year
64% at 3 years
41% at 5 years
Shapira 1997ll4 1 / 3 Ischemic 30 Age >75 yrs 16.6%

less clear. First, surgical mortality rates are ment is that left ventricular ejection fraction
relatively high overall ranging from 3% to typically falls 5 to 10 ejection fraction units
17% in recent series.31. 32.43,51,60,63,71,114 Second after surgery, a decline that may be particu-
surgical risk and indications are largely de- larly problematic in the elderly. With mitral
pendent on the cause of mitral regurgitation valve repair, preservation of the continuity
(Table 5). For example, valve surgery is un- between the mitral annulus and papillary
likely to be beneficial in the elderly patient muscles allows preservation of left ventricu-
with mitral regurgitation secondary to a di- lar geometry and usually prevents the ex-
lated and hypokinetic left ventricle. Instead, pected decline in ventricular function. In the
medical therapy should be directed at im- elderly patient with a reparable valve and
proving ventricular loading conditions and symptoms due to mitral regurgitation, surgi-
treating heart failure symptoms. cal intervention should be considered.’O Be-
Similarly, in the patient with ischemic mi- cause our ability to predict valve reparability
tral regurgitation, surgical intervention is di- is not perfect, the patient needs to be aware
rected toward relief of myocardial ischemia that the surgeon will make the final decision
rather than toward the mitral valve. It re- of repair versus replacement at the time of
mains controversial whether revasculariza- surgery.
tion alone or revascularization plus a mitral
annuloplasty ring is needed in elderly pa- Surgical Approach
tients with ischemic mitral reg~rgitati0n.l~ In Mitral valve repair is the procedure of
the absence of a controlled clinical trial on choice whenever possible in the elderly pa-
this issue, decision making should be individ- tient with mitral regurgitation. In two recent
ualized in each patient in consultation with series of septuagenarians undergoing mitral
the surgical team. Of note, surgical interven- valve repair, 30-day mortality was as low as
tion for a ruptured papillary muscle has a 4% to 6% with over 75% alive at 2 years
mortality rate of about 50%, a factor that may follow-up.lZ,6o In patients with chronic ische-
influence the decision to proceed with aggres- mic mitral regurgitation, an annuloplasty ring
sive therapy in the elderly patient with this alone may be sufficient for relief of mitral
mechanical complication of acute myocardial regurgitation. With papillary muscle rupture,
infarction.22* 4y, h6, Even elective surgery for reattachment and use of chordal substitutes
chronic mitral regurgitation and coronary ar- may allow valve preservation. In patients
tery bypass grafting carries an operative mor- with myxomatous mitral valve disease, the
tality rate as high as 20% to 50% in the el- most common procedure is quadrilateral re-
derly.33,3% 42 section of a section of the posterior leaflet
The approach to elderly patients with myx- with placement of an annuloplasty ring.
omatous valve disease has changed with the Other techniques include anterior leaflet re-
improvement of valve repair procedures. A pairs, chordal shortening or replacement, and
major disadvantage of mitral valve replace- transfer of a segment of one leaflet to the
VALVULAR DISEASE IN THE ELDERLY 151

other. Typically, intraoperative transesopha- previous valvuloplasty) is seen rarely in el-


geal echocardiography is performed before derly patients.87Occasionally, severe mitral
and after the repair procedure to evaluate annular calcification will involve the leaflets
for residual mitral regurgitati~n.~~ If excessive with some degree of obstruction to
regurgitation persists, the surgeon may elect Elderly patients with mitral stenosis most
to proceed with valve replacement during the commonly present with symptoms of conges-
same operation. tive heart failure. The typical diastolic rum-
If valve repair is not feasible, the choices of ble, opening snap, and loud first heart tone
valve substitutes for the mitral position are of rheumatic mitral stenosis are heard in
limited to mechanical valves and conven- fewer than 50% of elderly patients with this
tional stented porcine valves. Although ho- lesion.5oOften only a systolic murmur of aor-
mograft mitral valve replacements have been tic sclerosis or stenosis, or no murmur at all,
performed at a few centers, elderly patients is heard. The most frequent electrocardio-
are poor candidates for this procedure. Be- graphic finding is atrial fibrillation.
cause many patients requiring mitral valve Medical therapy in elderly patients with
replacement need long-term anticoagulation mitral stenosis includes diuretics to alleviate
for chronic atrial fibrillation, a more durable pulmonary congestion symptoms, rate con-
mechanical valve should be considered even trol of atrial fibrillation, and chronic anticoag-
in the elderly. In patients with contraindica- ulation to prevent left atrial thrombi and em-
tions to anticoagulation or a shortened life bolic events. Endocarditis prophylaxis is
expectancy for other reasons, a porcine valve recommended even though endocarditis is
may be a reasonable choice. When valve re- relatively uncommon with isolated mitral ste-
placement is performed, most surgeons now nosis because most patients also have coexist-
will preserve all or part of the mitral appara- ing mitral regurgitation.
tus to maintain the beneficial effects of mitral Older patients with mitral stenosis often
annular-papillary continuity on left ventricu- have additional medical problems that put
lar function. them at higher risk for cardiac surgery with
an overall mortality risk of patients over age
70 with mitral valve replacement for mitral
stenosis of about 15%.43,58 Percutaneous mitral
MITRAL STENOSIS commissurotomy carries significantly higher
risks in the elderly, although the technique
Rheumatic mitral stenosis typically pres- has produced palliative benefit in this popula-
ents in young and middle age, so untreated tion at an acceptable risk when surgery is not
mitral stenosis (or recurrent obstruction after an option (Fig. 9).,,, *I5

0 1 2 3 4

Years

Figure 9. Actuarial results after percutaneous mitral commissurotomy (PMC) in 75 patients


270-years-old. (Actuarial survival curves with 95% confidence interval.) The numbers at the
bottom of the table indicate the number of surviving patients who did not undergo surgery and
in NYHA class I or 11, at the corresponding time after PMC. Solid line = survival (cardiac
deaths); uneven dashed line = survival (all deaths); dashed line = not operated on; dotted
line = good functional results. (From lung 8,Cormier B, Farah B, et al: Percutaneous mitral
commissurotomy in the elderly. Eur Heart J 16:1092, 1995; with permission.)
152 HINCHMAN & OTTO

If surgery is needed, surgical commissurot- zyme inhibitors may be a reasonable alterna-


omy may be possible if there is no significant tive if medical therapy is needed.74
calcification of valve cusps and no major con- Most patients with aortic regurgitation are
comitant mitral regurgitation. If relief of the asymptomatic for a prolonged period (if not
hemodynamic obstruction cannot be achieved for life), especially if the regurgitant severity
with commissurotomy, however, mitral valve is mild. Some patients, however, develop left
replacement should be considered. ventricular systolic dysfunction in the ab-
sence of symptoms. Although the earliest
signs of ventricular dysfunction are contro-
AORTIC REGURGITATION versial, there is growing acceptance that in
younger adults a left ventricular end-diastolic
Aortic regurgitation is seen in 20% to 29% dimension of greater than 55 mm or a left
of people over age 65 with the cause most ventricular systolic ejection fraction less than
often being aortic valve sclerosis or aortic root 55% suggests impending deterioration so that
dilation due to hypertension or atherosclero- aortic valve replacement is warranted.2o,25, 37* 52
sis. The severity of aortic regurgitation in the It is unclear, however, whether the potential
elderly is nearly always and surgical benefit of surgical intervention can be justi-
intervention is rarely needed for aortic regur- fied in asymptomatic elderly patients.
gitation in the elderly. In the elderly, management of aortic regur-
In younger patients with severe aortic re- gitation typically includes endocarditis pro-
gurgitation, afterload reduction with nifedi- phylaxis, consideration of afterload reduction
pine has been shown to prevent progressive therapy if regurgitation is moderate or severe,
left ventricular dilation and systolic dysfunc- and careful evaluation of the cause of regurgi-
tation. In a patient with chest pain, a new
tion and reduce the need for surgical inter-
finding of aortic regurgitation on auscultation
vention.”O Not only do few elderly adults
or echocardiography should prompt consid-
have severe enough regurgitation to warrant eration of aortic dissection in the differential
medical therapy, but outcomes from these diagnosis (Fig. 10).
studies in younger patients may not be gener-
alizable to the elderly, who have been re-
RIGHT-SIDED VALVULAR DISEASE
ported to have poor tolerance of this agent
when used for other indication^.^^, 99 Afterload A minimal degree of both tricuspid and
reduction with angiotensin-converting en- pulmonic regurgitation can be detected by

Figure 10. Transesophageal echocardiographic image showing an


aortic dissection flap (arrow) in association with a murmur of aortic
regurgitation. LA = left atrium; LV = left ventricle; Ao = aorta
VALVULAR DISEASE IN THE ELDERLY 153

Doppler echocardiology in a majority of Table 6. SIMPLIFIED SUMMARY* OF THE DUKE


adults with an increasing prevalence of mild CRITERIA FOR THE CLINICAL DIAGNOSIS OF
(or physiologic) regurgitation with age. He- DEFINITE INFECTIVE ENDOCARDITIS
modynamically significant right-sided regur- Clinical Diagnosis
gitant lesions, however, are rare in the el- 2 major criteria or
derly.' In a series of octogenarians, tricuspid 1 major and 3 minor criteria or
regurgitation was present in 24%, but was 5 minor critria
Major Criteria
significant in only 6%.129Right-sided valvular Positive blood culture for infective endocarditis
disease is usually secondary to pulmonary Typical microorganism for infective endocarditis
hypertension from left heart failure or lung from two separate blood cultures
disease. The new onset of elevated pulmo- Persistently positive blood cultures
Evidence of endocardia1 involvement
nary pressures, decreased right ventricular Positive echocardiogram for infective endocarditis
function or tricuspid regurgitation on echo- OR
cardiography raises the possibility of in- New valvular regurgitation
tercurrent pulmonary emboli. Minor Criteria
Predisposition: predisposing heart condition or
intravenous drug use
Fever: 238.0"C
INFECTIVE ENDOCARDITIS Vascular phenomena
Immunologic phenomena
Several decades ago, only 5% to 20% of Microbiologic evidence: positive blood culture but not
meeting major criterion or serologic evidence of
patients with infective endocarditis were active infection with organism consistent with
older than 60 years, but the number of elderly infective endocarditis
patients with infective endocarditis has been Echocardiogram: consistent with infective
increa~ing,5~,'~~ with the mean age of patients endocarditis but not meeting major criterion as
with endocarditis now being about 55 to 60 noted previously
years. This increase has been attributed to the From Durack DT, Lukes AS, Bright DK: New criteria for diag-
aging of the population and the increasing nosis of infective endocarditis utilization of specific echocardio-
number of elderly patients with prosthetic graphic findings. The Duke Endocarditis Series. Am J Med 96200,
1994; with permission.
valves.
The diagnosis of infective endocarditis is
difficult in the elderly because the symptoms
of fatigue, weight loss, and a murmur are in patients over age 70 has been observed in
often attributed to old age. The more insidi- several ~tudies'"~,112, and may be due to the
ous clinical course may contribute to the more fact that vegetations develop less frequently
severe prognosis in the elderly because the with S. uureus, group D streptococci, and en-
diagnosis often is not considered until after terococcus."h
irreversible complications have occurred. The Currently, surgical intervention is used less
recently proposed Duke riter ria,'^ however, frequently in the elderly, and mortality rates
(Table 6) have greatly increased our ability to are higher compared to younger patients
accurately diagnose endocarditis by including (28% versus 13%)."*Despite higher operative
echocardiographic findings in the clinical de- risk, earlier surgical intervention should be
cision-making process, and these criteria are considered in elderly adults with endocardi-
applicable to the elderly.Il2 Even with trans- tis. Indications for surgery include evidence
thoracic echocardiography, diagnosis may be of persistent infection (fevers, blood cultures,
problematic if calcified valves and comorbid abscess on echocardiography), significant val-
conditions such as obesity and obstructive vular regurgitation (even if responsive to
lung disease limit image quality.109Further, medical therapy), the presence of a prosthetic
elderly patients more often have small vege- valve, and embolic events. Other relative in-
tations or prosthetic valve infection. Trans- dications that should be considered include
esophageal echocardiography offers im- infection with S. aureus or fungus, a large (>1
proved image quality and should be strongly cm) vegetation, and conduction abnormali-
considered when endocarditis is sus- ties. When endocarditis is present, trans-
pected.109, 112, 125 esophageal echocardiography should be con-
The causative organisms are usually Stuph- sidered for early detection of complication. In
ylococcus uureus, group D streptococci, and a series of elderly adults with a higher rate of
enterococcus, and they more frequently arise surgical intervention (65%), hospital survival
from a gastrointestinal or genitourinary has been comparable to younger patients
source.112 A lower incidence of embolic events (25%).lZ5
154 HINCHMAN & OTTO

10yn 12 vrr 15 yrr 17 yrr '


A 535 5 7 6 2 5 9 33726 1 1 1 3 2 5 2
0 2660 6 4 2 ~ 3 95 0 2 2 4 3 2 5 7 2 4 7 166252
C 51 64 7 9 0 ~ 2 26 6 7 2 2 8 45 6 r 4 0 28 9 2 6 2
D 6569 8 4 8 r 3 3 77 724 1 6 0 2 2 7 5 MI2275
E L70s 972-16 923232 62 8 2 12 9
64
D C O 05 C.D.E>A.B D.E>C E>D
J

101 A 535 78 39
204 6 36-50 166 100
508 C 51-64 408 262 185 59

OL
0
195
202
1 2
D 65-69 152
E 270

3
146
4 5 6
1

7
1

8
8 - 195
208
76
208
17
9

9 10 11 12 13 14 15 16 17 18
I
4
'

Year

Figure 11. Freedom from structural deterioration of Carpentier-Edwards porcine bioprostheses, stra-
tified by age group, for all valve positions. (From Jamison WRE: Ann Thorac Surg 60:999-1007,
1995; with permission.)

Of course, the most effective therapy for tients with prior valve surgery survive into
endocarditis in the elderly is prevention by older age groups, clinicians are faced with an
the use of antibiotic prophylaxis per Ameri- increasing number of patients with prosthetic
can Heart Association g ~ i d e l i n e sMany
. ~ ~ el- valves. Unfortunately, although valve replace-
derly patients with a murmur undergo diag- ment prolongs life and relieves symptoms,
nostic and surgical procedures associated the patient with a prosthetic valve still has an
with transient bacteremia. Endocarditis pro- abnormal valve in terms of hemodynamics
phylaxis should be considered whenever a and the risk of endocarditis.128 Many patients
murmur is present. If needed, preprocedure require long-term anticoagulation with the at-
echocardiography allows further definition of tendant risks of hemorrhage and thromboem-
the type and severity of valve disease. bolic events. In addition, valves are subject to
degeneration or malfunction so that repeat
PROSTHETIC VALVES interventions may be needed in the future.
Management of the patient with a pros-
As more elderly patients undergo surgical thetic valve should include periodic echocar-
intervention and as more middle-aged pa- diographic evaluation. A baseline study 3 to
6 months postoperatively should be per-
formed in all patients to serve as a reference
Table 7. RECOMMENDATIONS FOR for future studies and to evaluate the degree
ANTICOAGULATION FOR PROSTHETIC VALVES
of regression of left ventricular dilation and
Anticoagulation hypertrophy and pulmonary hypertension.
Valve Type Regimen After 10 years, tissue valves should be evalu-
Mechanical unlues ated annually as the risk of degenerative
Bileaflet valves Long-term warfarin, INR changes and the potential for valve stenosis
2.5-3.5 or regurgitation increase^.^" Endocarditis pro-
Tilting disk valves Long-term warfarin, INR
3.04.0 phylaxis is essential as the mortality of pros-
Ball-cage valves Long-term warfarin, INR thetic valve endocarditis is substantial (Fig. 11).
4.04.9 Patients on chronic warfarin anticoagula-
Mechanical valve with Add aspirin 100 mg/d tion are optimally followed-up by a pharma-
systemic emboli OR
despite anticoagulation Add dipyridamole 400 mg/d
cist-directed anticoagulation clinic using the
Biologic unlves Warfarin for 3 months post- INR (rather than the traditional PT measure-
OP, INR 2.0-3.0 ment) as the risk of both hemorrhage and
Biologic valves with atrial Long-term warfarin, INR thromboembolism is decreased with this ap-
fibrillation or history of 2.0-3.0 proach compared to physician management
systemic embolization
of antic~agulation.~~ Guidelines for optimal
VALVULAR DISEASE IN THE ELDERLY 155

INR levels with different types of prosthetic cian, and individual management decisions
valves are summarized in Table 7.117,124 When for the elderly based on the type and severity
patients with mechanical valves need noncar- of valve disease, comorbid medical condi-
diac surgical procedures, most clinicians tions, and the risks and benefits of interven-
switch to intravenous heparin in the preoper- tion, along with patient preferences, rather
ative and postoperative period to minimize the than on the chronologic age of the patient. It
time period of subtherapeutic anticoagulation. is becoming clear that both survival and qual-
When valve dysfunction is suspected, the ity of life outcomes can improve by consider-
initial diagnostic procedure is transthoracic ation of surgery at the onset of indications,
echocardiography. If images are suboptimal before further deterioration eliminates the op-
or if prosthetic mitral regurgitation is sus- portunity to provide benefit for the elderly
pected, however, transesophageal imaging is patient with valvular disease.
needed for accurate diagnosis.82The indica-
tions for reoperation for prosthetic valve ste-
nosis are similar to those for native valve References
stenosis, specifically the onset of new symp-
1. Akasaka T, Yoshikawa J, Yoshida K, et al: Age-
toms due to valvular obstruction. The excep- related valvular regurgitation: a study by pulsed
tion is acute valve thrombosis, which may Doppler echocardiography. Circulation 76:262, 1987
require emergency surgical intervention. 2. Akins CW, Daggett WM, Valhakes GJ, et al: Cardiac
Prosthetic regurgitation is increasingly rec- operations in patients 80-years-old and older. AM
Thorac Surg 64:606, 1997
ognized as our diagnostic imaging modalities 3. Aranki SF, Rizzo RJ, Couper GS, et al: Aortic valve
have improved. Management again is similar replacement in the elderly. Effect of gender and
to that of native valve regurgitation with the coronary artery disease on operative mortality. Cir-
indications for repeat surgical intervention in- culation 88:1117, 1993
cluding evidence of progressive left ventricu- 4. Aronow WS, Ahn C, Kronzon I: Prevalence of echo-
cardiographic findings in 554 men and in 1243
lar dilation and systolic dysfunction, increas- women aged >60 years in a long-term health care
ing pulmonary pressures or significant facility. Am J Cardiol 79:379, 1997
symptoms. Hemolytic anemia due to a para- 5. Aronow WS, Ahn C, Kronzon I, Gutstein H: Associ-
valvular leak often can be managed medically ation of mitral annular calcium with new thrombo-
embolic stroke at 44-month follow-up of 2,148 per-
but does require surgical intervention when sons, mean age 81 years. Am J Cardiol81:105, 1998
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Catherine M. Otto, MD
Division of Cardiology
Box 356422
University of Washington
Seattle, WA 98195

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