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Systemic lupus erythematosus (SLE) is a potentially fatal, The female preponderance in SLE suggests that endo-
chronic, multisystem autoimmune disorder that typi- crine factors are important. Indeed, when patients with
cally affects women between puberty and menopause. SLE are given oestrogen and progesterone hormone-
Defects can occur in many parts of the immune cascade replacement therapy, their risk of SLE flare is 1.34 times
resulting in a striking heterogeneity of clinical presenta- that of women given placebo6. In addition, low levels
tions. Delay in diagnosis is associated with increased of dehydroepiandrosterone (DHEA), a steroid inter
damage to vital organ systems1. mediate in androgen and oestrogen formation, have
Both genetic and environmental factors influence been associated with predisposition to SLE. However,
the development of SLE. The concordance rate for SLE clinical trials using DHEA as a treatment showed less
in monozygotic twins is 25% but only 2% in dizygotic effect than might be expected if DHEA deficiency was
twins, suggesting that genetic factors alone do not the most important mechanism of the disease7.
explain the phenotype of SLE2. Some of the strongest The complexity of SLE is indicated by diverse clin
genetic links to SLE are the rare complement component ical features (including arthritis and neurological, renal,
C1Q and C4 single-gene defects3,4. In most patients, SLE cutaneous and gastrointestinal manifestations; FIG. 1)
is a quantitative trait with several genes contributing to and laboratory abnormalities (including haemato
Correspondence to A.K.
the risk of developing the disease; genome-wide associ- logical and serological changes, such as decreased levels
Department of ation studies implicate several candidate loci including of complement and increased levels of autoantibodies).
Rheumatology, St. George’s, interferon (IFN) regulatory factor 5 (IRF5), mutations in Complicating the clinical picture are distinct disease
University of London, which are associated with increases in the levels of the subsets including cutaneous lupus, which can be associ
Cranmer Terrace,
type 1 IFN family of molecules in patients with SLE, but ated with negative serology, and drug-induced lupus,
London SW17 0RE, UK.
arvind.kaul@nhs.net several additional loci are also important 5. which is associated with an array of medications and
Candidate environmental risk factors include antihistone antibodies. Comorbidities also add to the
Article number: 16039
doi:10.1038/nrdp.2016.39 UV light exposure, Epstein–Barr virus (EBV) infection, complexity of the disease. In SLE cohorts, 29–46% of
Published online 16 June 2016 endogenous retroviral sequences and multiple drugs. patients have antiphospholipid antibodies depending
Box 2 | Chronic viral infection as a model for SLE pathogenesis Treg cells suggests another mechanism through which
impaired production of IL‑2 might contribute to
Recent data have characterized a distinction between effective immune responses in immune system a ctivation and autoimmunity 72.
the setting of some viral infections (for example, lymphocytic chorimeningitis virus
(LCMV), Armstrong strain or simian immunodeficiency virus infection in African green B cells. B cell regulation is also impaired in SLE, contrib-
monkeys) and a chronic and damaging immune response to infection with other viruses
uting to the production of autoantibodies, cytokines and
(for example, LCMV clone 13 or human immunodeficiency virus type 1 (HIV‑1)). Chronic
and damaging immune responses to infection are associated with sustained production augmented presentation of antigen to T cells. Increased
of type I interferons (IFNs), a sustained signature of increased expression of type I availability of T cell help for B cell differentiation as
IFN-induced gene transcripts, altered T cell function and chronic tissue inflammation well as B cell survival, proliferation and differentiation
and damage. The immune alterations observed in systemic lupus erythematosus (SLE) factors (including BAFF and IL‑21) and activation
show a clear resemblance with the chronic immune response associated with of TLRs all contribute to autoimmunity, but intrinsic
well-described models of virus infections. Among the immune alterations observed in differences in threshold for the activation and signal-
patients with SLE that are also characteristic of chronic virus infection are a sustained ling of B cells in mouse lupus models have also been
expression of type I IFNs; increased and sustained production of pro-inflammatory described73. SLE-associated genetic variants encoding
mediators, such as IL‑6, IL‑10 and tumour necrosis factor (TNF); altered expression of several kinases, phosphatases and adaptor molecules,
some cell surface receptors, including programmed death ligand 1 (PDL1) and
such as BLK, BANK and PTPN22, contribute to altered
TNF-related apoptosis-inducing ligand (TRAIL; also known as TNFSF10); and a shift in
T cell differentiation towards a T follicular helper cell phenotype. The consequences of counter-selection of self-reactive B cells or antigen-
these altered immune functions include sustained and poorly regulated macrophage mediated B cell activation42. SLE memory B cells show
activation; impaired T cell function and regulation of cell death; excessive B cell modest decreases in the expression of the inhibitory
differentiation; the production of autoantibodies and immune complexes; and Fc receptor FCGR2B, and mouse B cells studied in an
widespread tissue and organ inflammation and damage. in vitro system demonstrate altered cytokine produc-
tion when engaged by nucleic acid-containing immune
complexes74,75. Long-lived plasma cells are maintained
T cells derived from patients with SLE studied ex vivo by chemokines and stromal cell products in protec-
show hypomethylation of CG‑rich DNA sequences and tive bone marrow niches and are proposed sources of
promoters of IFN-regulated genes68. Epigenetic modifi anti‑Sm and anti‑Ro autoantibodies that are refractory
cations might thus contribute to the SLE phenotype, as to modulation by immunosuppressive or B cell depletion
DNA demethylation of mouse and human T cells results therapy 76. By contrast, circulating plasmablasts (plasma
in T cell-proliferative responses to usually subthreshold cell progenitors) are sources of anti-dsDNA antibodies,
interactions with autologous macrophages. Increased the levels of which fluctuate in some patients in associ
expression of lymphocyte function-associated anti- ation with variations in disease activity and might be
gen 1 (LFA1) is the most likely factor responsible for more amenable to anti-B cell therapy 77.
the productive interactions between macrophages and
T cells that result in increased T cell proliferation. Autoimmunity in SLE
Generalized lymphocytopaenia is a typical Autoantibodies are traditionally viewed as essential
characteristic of SLE, but the expansion of specific mediators of pathology in SLE, particularly when they
T cell populations has been described. The population form immune complexes. Virtually all patients with SLE
of T follicular helper cells, which promote differenti are positive for ANAs or other characteristic SLE auto
ation of autoantibody-producing B cells, is expanded antibodies (BOX 1). Autoantibodies in SLE can be categor
in SLE69. As T follicular helper cells may be essential ized in relation to their targets: DNA and DNA-binding
for the differentiation of pathogenetic autoantibody- proteins, which are typically aggregated with histones in
producing B cells, they represent an important thera- nucleosomes; RNA and RNA-associated proteins, which
peutic target. The expansion of a population of CD8+ are aggregated in cytoplasmic or nuclear ribonucleo
cells with a memory phenotype is associated with protein particles; β2‑glycoprotein 1 in association with
poor prognosis of SLE, possibly owing to their role in phospholipids; and cell membrane proteins, typically
mediating tissue damage70. Regulatory T (Treg) cells, those expressed on blood cells. Among those, anti-
with the capacity to suppress immune responses, and dsDNA and anti‑Sm are most specific for SLE. Anti‑C1q
T helper 17 (TH17) cells, which promote inflammation antibodies, which recognize neo-epitopes of C1q bound
by the production of IL‑17, have been intensively stud- to early apoptotic cells, are associated with SLE activity
ied in recent years. Some studies have shown a relative and with proliferative lupus nephritis and are thought to
depletion in the number of Treg cells, increased numbers be pathogenetic78.
of TH17 cells and increased levels of IL‑17 in SLE71. The The pathogenetic antibodies in SLE undergo
functional consequences of these alterations in human immunoglobulin class switching driven by CD4+ T helper
SLE are still not clear. Decreased production of IL‑2 is cells or TLR ligands together with IL‑21 or BAFF. A shift
a characteristic feature of T cells derived from patients from a predominant polyclonal IgM profile towards
with SLE and of the T cells of individuals without SLE IgG occurs over time in most patients with SLE and
who also carry the MHC 8.1 haplotype37. Although IL‑2 with disease progression and development of tissue
deficiency was initially linked to the poor proliferative damage. Class-switched IgG antibodies are better able
responses of SLE T cells stimulated with autologous to access extravascular spaces than IgM antibodies.
T cells, allogeneic T cells or soluble antigen, the recog Some IgM antibodies that have self-reactivity are viewed
nition that IL‑2 is important for the maintenance of as protective, with the switch from IgM to IgG or IgA
representing an important point of altered immune addition to local deposition of autoantibodies. NETs
regulation that contributes to SLE immunopathogenesis. might be important in initiating or amplifying tissue
Some IgM natural antibodies react with apoptotic cells pathology 84,85. Studies of renal infiltrating cells at vari-
and inhibit their activation through TLRs79,80. Arginines ous disease stages have identified a monocyte population
in the complementarity-determining region 3 region of that has undergone differentiation to mediate what is
anti-dsDNA antibodies are characteristic of SLE auto apparently uncontrolled tissue repair, contributing to
antibodies and influence binding to their DNA t arget. sclerosis and organ dysfunction86. Although pathological
Some antibodies unexpectedly bind to two distinct examination of lupus nephritis traditionally focused on
self-antigens. For example, some anti-dsDNA antibodies the glomerulus, T lymphocytes and B lymphocytes that
also bind to a peptide that is a feature of glutamate infiltrate the renal interstitium may at least be as impor-
receptors on central nervous system neurons81. tant for organ damage as those in the glomerulus. The
The role of SLE autoantibodies in the pathogenesis presence of B cells in the interstitium is associated with
of the disease has traditionally focused on deposition of increased risk of future renal failure87, and the particular
immune complexes in the skin, the renal glomeruli T cell subsets that infiltrate the kidney may be important
and other sites of tissue injury, along with a potential in mediating or controlling tissue damage.
contribution of direct targeting of antibodies to antigens Data from mouse models indicate that the inter
deposited in situ82. In recent years, with the recognition actions between myeloid cells and T cells that result in
that nucleic acid-containing immune complexes can T cell activation, proliferation and the production of
directly induce cell signalling and new gene transcription cytokines may differ from one organ to another. It is
after accessing endosomal TLRs59, an additional patho- apparent that elucidation of the microenvironment that
genetic role for autoantibodies as immune m odulators characterizes each tissue and organ targeted for damage
has been defined. in SLE will be important for understanding the relative
contributions of immune cells and their products in each
Mechanisms of target organ damage of those tissues88.
Clinical disease is ultimately a reflection of tissue dam- Among the products of the immune system that
age mediated by the inflammatory consequences of promote inflammation and contribute to a local tissue
autoimmunity and immune system activation, along environment that is supportive of tissue damage are the
with an exaggerated or aberrant repair response. cytokines generated by both innate and adaptive immune
A traditional view of pathogenetic mechanisms of lupus system cells. In addition to type I IFNs, signalling path-
nephritis involves activation of the complement system ways activated by cytokines, including IFNγ, IL‑6, IL‑12,
by immune complexes deposited in the glomerulus, IL‑21 and IL‑23, mediate inflammation by altering the
recruitment of myeloid cells (particularly neutrophils) function of local tissue cells, including endothelial and
and the release of enzymes from neutrophil granules and stromal cells, and activating pathogenetic T cells, B cells,
reactive oxygen intermediates from macrophages83. macrophages and dendritic cells in target organs. These
However, deposition of autoantibodies or immune cells collect in lymphoid aggregates and collaborate to
complexes in a target organ is not sufficient for the amplify the production of autoantibodies and effec-
generation of tissue damage. Mouse models of SLE tor T cells, leading to the SLE phenotype. One of the
that are deficient in components of the complement more important signalling pathways is the Janus kinase
system or Fc receptors have been used to demonstrate (JAK)–STAT system. The importance of this signalling
a requirement for immune effector mechanisms in pathway in immune regulation and inflammation has
been exploited with the development of small-molecule
JAK inhibitors that are approved for the treatment of
Box 3 | Pathogenetic roles of SLE-associated genetic variants
rheumatoid arthritis and are currently being studied in
patients with SLE.
Availability of self-antigens In addition to mechanisms that involve the immune
• Impaired nucleic acid degradation: TREX1, DNASE1, DNASE1L3 and RNASEH2 system, target organs themselves are recognized to
• Increased cell death: ATG5 and MSH5 contribute to SLE pathology. Altered structure and func-
• Impaired cell debris clearance: FCGR2A, FCGR2B, FCGR3A, FCGR3B, C1Q, C2 and tion of venous and arterial blood vessels, seen as peri
C4A or C4B articular (concentric ‘onion-skinning’) in the spleen, and
Activation of the innate immune system microangiopathy and associated microthrombi in the
kidneys and endothelial dysfunction have been associ
• Increased type I interferon production: IRF5, IRF7, IFIH1, TREX1, RNASEH2, TNFAIP3,
SLC15A4, RASGRP3 and FCGR2B ated with premature atherosclerosis in SLE89. Recent
studies have focused on the effect of type I IFNs on
• Increased response to type I interferon: STAT4, TYK2 and IRF8
endothelial cells and endothelial cell progenitor cells and
• Altered antigen presentation: HLA‑DR2 and HLA‑DR3
have postulated that increased levels of IFNs contribute
Dysfunction of the adaptive immune system to impaired endothelial repair after vascular damage89.
• Altered lymphocyte signalling: PTPN22, BLK, LYN and BANK1 NETs and pro-inflammatory high-density lipoproteins,
• Altered lymphocyte differentiation: PRDM1, ETS1, IKZF1 and TNFSF4 which are increased in patients with SLE with carotid
• Increased levels of lymphocyte factors: IL10 and IL21 plaque, may also disrupt the vasculature or promote
premature atherosclerosis90. These mechanisms are in
SLE, systemic lupus erythematosus.
addition to the previously described role of complement
Table 2 | Selected drugs implicated in drug-induced SLE cardiac comorbidities, such as pleural or pericardial
pathology, joint deformities or skin rash, among others95.
Drug Indication Prevalence Prevalence In clinical practice, health care providers tend to use
of ANAs of clinical
(%) manifestations (%) the revised American College of Rheumatology (ACR)
classification criteria for SLE96,97 (BOX 4) for diagnosis,
Procainamide Anti-arrhythmic agent 75 15–20 although these criteria were originally developed to
Minocycline Broad-spectrum antibiotic 90 10–15 classify and not to diagnose SLE. The main purpose
Hydralazine Vasodilator 15–45 5–10 of classification criteria is to enhance the ability to iden-
tify, in a standardized manner, a well-defined group of
Isoniazid Antibiotic 20 <1
patients. In general, classification criteria are applied in
Methyldopa Psychoactive drug 19 <2 clinical trials and in research settings to select a homo
Chlorpromazine Antipsychotic 20–50 <1 genous group of patients97,98. Classification criteria
Sulfasalazine Rheumatoid arthritis 10 <1 require a very high specificity and preferably a high
sensitivity. Conversely, diagnostic criteria require both a
Carbamazepine Epilepsy and neuropathic pain 1–25 <1
high specificity and a high sensitivity, which is very dif-
IFNα Hepatitis B and hepatitis C 11–53 <1 ficult to achieve99. The diagnosis of SLE is very challeng-
Anti-TNF Rheumatoid arthritis 18–72 0.1–2.1 ing because there are no generally accepted diagnostic
biologics and seronegative criteria. Recognizing the difficulty in developing diagnos-
spondyloarthropathies tic criteria for rheumatic diseases, the ACR Classification
Use of the specified drugs for >1 month might result in fever, musculoskeletal involvement and and Response Criteria Subcommittee of the Committee
serositis but usually without renal or neuropsychiatric involvement. Drug-induced systemic lupus
erythematosus (SLE) is usually milder than idiopathic SLE. Serological abnormalities include on Quality decided not to consider funding or endorsing
homogenous antinuclear antibodies (ANAs) with antihistone antibodies. Withdrawal of the drug diagnostic criteria.
generally leads to resolution of symptoms. IFNα, interferon-α; TNF, tumour necrosis factor. It is important to note that the ACR classifica-
tion c riteria for SLE do not capture the entire range
activation products C3a and C5a and increased expres- of manifestations that can be encountered in patients
sion of the endothelial cell surface adhesion molecules with SLE but focus on the more-prevalent manifesta-
E‑selectin, vascular cell adhesion molecule 1 (VCAM1) tions. For instance, the mucocutaneous manifestation
and intercellular adhesion m olecule 1 (ICAM1) in the in the ACR classification criteria is focused on malar
endothelium of patients with lupus flares91. In addition, rash (FIG. 3), photosensitivity, discoid lupus and oral ulcers
mesangial cells in the kidney can function as antigen- (BOX 4). Other skin manifestations, such as subacute cuta-
presenting cells and keratinocytes in the skin can gener- neous lupus (annular (ring-shaped) and psoriasiform
ate self-antigenic material when undergoing UV‑induced (flaking)) and other forms of chronic cutaneous lupus
apoptosis, in both cases contributing to the development (lupus panniculitis or profundus and lupus erythema-
of autoimmunity and SLE92,93. The renal podocyte is tosus tumidus), are not represented and therefore do
partly responsible for proteinuria in lupus nephritis, and not count towards the classification criteria, which is a
abnormal expression of molecules or activity in processes drawback for the use of these criteria in a diagnostic set-
that protect against (for example, the kallikreins) or pro- ting. Another example is the neurological system, which
mote podocyte injury or apoptosis have been described is very poorly represented in the ACR classification
in SLE94 and might serve as new therapeutic targets. criteria and includes only two syndromes (seizures and
psychosis) and lacks other important syndromes, such
Diagnosis, prevention and screening as organic brain syndrome, cranial nerve involvement,
Diagnosis versus classification SLE-associated headache and cerebrovascular accident,
SLE is a heterogeneous autoimmune disorder with a among others100. Despite these disadvantages of the ACR
great variability in clinical manifestations and disease classification criteria to diagnosis SLE, they have served
severity, which can vary from mild to moderate and a practical function when applied to recruiting patients
severe. For example, skin inflammation might be limited with SLE for clinical trials and cohort studies.
to the scalp in one patient, whereas the associated skin In general, the ACR classification criteria for SLE have
rash might involve the scalp, trunk and upper extremity more practical value for patients with advanced disease.
in another patient. These issues must all be considered This can be explained by the fact that the ACR classifica-
when recruiting patients for clinical trials. Failure to tion criteria require the presence of four or more items to
consider these issues in developing inclusion criteria for meet the definition of SLE. However, it is not unusual for
trials may have been one of the reasons for failure of patients with SLE to have fewer than four criteria present
recent clinical studies in SLE. at the onset of the disease. Patients with SLE continue to
The diagnosis of SLE is made based on clinical accrue SLE-specific clinical findings and autoantibodies
manifestations and laboratory tests, including the over time97,101.
detection of autoantibodies, functional tests and imag- The current ACR classification criteria have a sensitiv-
ing. The majority of SLE manifestations are defined by ity of 86% and a specificity of 93%. The Systemic Lupus
the presence of both subjective and objective findings. International Collaborating Clinics (SLICC) recognized
Subjective findings include chest pains, arthralgias and the disadvantages of the ACR classification criteria lack-
headaches, whereas objective findings include electro- ing many cutaneous and neuropsychiatric manifesta-
cardiographic or echocardiographic confirmation of tions and serum complement levels and proposed the
Triggers
Genetic, environmental, hormonal and viral factors
Immune
complex Apoptotic
cell
MHC TCR
TLR Antigen
T cell Enhanced
DC immune
Nucleic T cell
PDC acid response
Endosome
Failure of
anergy
Type I IFNs CD40L
Fc receptor NET Cytokines
Antibody
Nucleic acid
sensor B cell TLR
Class switching
Increased
autoantibody
Non-haematopoietic cell production
Autoantibody production
Complement activation
Tissue damage
Figure 2 | Immune dysfunction in SLE. Several environmental factors can trigger disease onsetReviews
Nature and they can be Primers
| Disease
potentiated by polygenic or monogenic traits, which confer an increased risk of disease. Triggers of innate immune system
activation might include nucleic acids that activate cytoplasmic sensors or microbial infection, or apoptotic or necrotic
cell debris. These triggers can interact with Toll-like receptors (TLRs) on plasmacytoid dendritic cells (PDCs). In addition,
aberrant cytoplasmic nucleic acid-sensing mechanisms in other cells, possibly epithelial cells, may enable direct
stimulation of type I interferon (IFN) release, allowing immune stimulation, and neutrophil extracellular traps (NETs) might
also have a role. Type I IFNs are central to the activation of the innate immune system in many patients. Interaction of type I
IFNs with their receptors induces signalling through the Janus kinase (JAK)–signal transducer activator of transcription
(STAT) pathway and transcription of hundreds of IFN-responsive genes — the ‘interferon signature’ — encoding proteins
that are involved in immune function regulation. Activation of antigen-presenting dendritic cells (DCs) by type I IFNs
promotes their capacity to effectively present antigens (including self-antigens) to T cells. The generation of T effector
cells results in the production of cytokines and the expression of cell surface molecules that support amplification of a
self-directed immune response as well as inflammation. With a steady supply of apoptotic material bound to factors
(including nucleosomes), B cells are driven to produce autoantibodies facilitated by CD40 (also known as TNR5)–CD40
ligand (CD40L) interactions. T cell interactions are important in driving B cell differentiation and autoantibody production,
as are B lymphocyte stimulator, TLR ligands and tumour necrosis factor (TNF) secreted by DCs. Normal anergic responses
(that is, processes that suppress an immune response against self-antigens) are lost, leading to failure to delete
self-reactive clones of T cells and B cells. The generation of immune complexes — containing nucleic acids, nucleic
acid-binding proteins and autoantibodies directed against those components — sets the stage for inflammation and
organ damage. Perpetuation of damage occurs when the immune complexes are deposited in target tissue with
amplification of immune system activation after accessing endosomal TLRs and triggering downstream signals that
induce IFNα and other pro-inflammatory mediators. MHC, major histocompatibility complex; SLE, systemic lupus
erythematosus; TCR, T cell receptor.
Box 4 | 1997 update of the 1982 ACR revised criteria for classification of SLE SLICC classification criteria for SLE in 2012 (REF. 98).
With the current SLICC classification criteria, it is pos-
Although in clinical trials, four or more parameters are required to classify SLE, many sible to meet the classification criteria with 4 of the 17
patients — especially in early disease stages — have fewer parameters. In addition, criteria (including at least one clinical and one immuno
the complete range of systemic lupus erythematosus (SLE) phenotypes is not taken logical criterion) or biopsy-proven lupus nephritis in
into account, which limits the use of these classification criteria for diagnostic the presence of ANAs or anti-dsDNA autoantibodies.
purposes in routine clinical care. Unfortunately, with the wide range of SLE manifesta-
Malar rash tions covered by the SLICC classification criteria and
• Fixed, flat or raised erythema (superficial reddening of the skin) over the malar despite the increase in the sensitivity to 97% (compared
eminences, but tends to spare the nasolabial folds with 86% for ACR classification criteria), the specificity
has dropped to 84% (compared with 94% for the ACR
Discoid rash classification criteria)97,98. One study showed that, of
• Erythematous raised patches with adherent keratotic scaling and follicular 2,055 patients with SLE from 17 centres in the Portuguese
plugging and Spanish national registries, 296 patients did not
• Atrophic scarring may occur in older lesions fulfil the ACR 1997 criteria; however, 63% of those did
Photosensitivity meet the SLICC classification criteria102. The increased
• Skin rash as a result of unusual reaction to sunlight sensitivity gives the SLICC classification criteria greater
• Diagnosis is based on patient history or physician observation
validity, but the loss in specificity compromises them as
classification criteria99. However, the SLICC classification
Oral ulcers criteria clearly have not made considerable improvement
• Oral or nasopharyngeal ulceration, usually painless and based on physician compared with the existing ACR classification criteria in
examination identifying patients with early disease other than for renal
Non-erosive arthritis disease as an isolated clinical manifestation. The use of
• Tenderness, swelling or effusion in two or more peripheral joints
one of these sets of criteria over the other remains to be
tested in future trials and research studies103.
Pleuritis or pericarditis
• Pleuritis is defined by a convincing history of pleuritic pain, rubbing heard by Assessment of disease activity
a physician or evidence of pleural effusion The assessment of disease activity is challenging because
• Pericarditis is documented by an electrocardiogram, rubbing heard by a physician of the multifaceted complexity of the clinical presenta-
or evidence of pericardial effusion tions and their variation over time. Thus, at least in clin-
Renal disorder* ical trials and research settings, the use of instruments
is essential for a standardized assessment of the disease
• Persistent proteinuria of >0.5 g daily or >3 on urine dipstick if quantification
is not performed activity to enable comparison between different centres
and to monitor patients reliably. For this purpose, several
• Cellular casts in urine, including red blood cells or haemoglobin, and can be
granular, tubular or mixed instruments have been developed and validated104 (BOX 5).
The ability to measure disease activity also facilitates
Neurological disorder the management of the disease in patients. It is also known
• Seizures or psychosis in the absence of offending drugs or known metabolic that severe disease activity at presentation (a SLEDAI‑2K
derangements, such as uraemia, ketoacidosis or electrolyte imbalance score of ≥20) is a prognostic factor associated with mortal
Haematological disorder* ity 105. Standardized definitions of clinically meaningful
• Haemolytic anaemia with reticulocytosis change in disease activity (that is, remission, worsening
or flare, improvement and persistent active disease) have
• Leukocytopaenia: <4,000 per mm3 on two or more occasions
been developed and validated104. Prolonged remission
• Lymphocytopaenia: <1,500 per mm3 on two or more occasions
(inactive disease) is an infrequent outcome and only
• Thrombocytopaenia: <100,000 per mm3 in the absence of causative drugs occurs in ~2.4% of patients with SLE without treat-
Immunological disorders* ment106. Patients who manifest a prolonged serologically
• Anti-DNA autoantibody active (high anti-dsDNA antibodies or low complement
• Anti‑Sm autoantibody values) and clinically quiescent (SACQ) period require
no specific treatment during this period and accrue less
• Antiphospholipid autoantibodies (including an abnormal serum level of IgG or IgM
anticardiolipin autoantibodies, a positive test result for lupus anticoagulants using damage over a decade than matched controls. However,
a standard method, or a false-positive test result for >6 months confirmed by close surveillance is warranted for this group107. More
Treponema pallidum immobilization or fluorescent treponemal antibody recently, a consensus definition of lupus low disease activ-
absorption test) ity (LLDAS) has been developed, but this requires further
external validation108.
Positive antinuclear autoantibody
In 1996, the SLICC group, in collaboration with the
• An abnormal titre of antinuclear autoantibody by immunofluorescence or an
ACR, developed the SLICC ACR Damage Index (SDI)109,
equivalent assay at any point in time and in the absence of drugs
which measures the accumulation of organ damage
For the 1982 American College of Rheumatology (ACR) revised classification criteria see that has occurred since the onset of SLE. The SDI has
REF. 95. For the 1997 update of the 1982 ACR revised classification criteria see REF. 96. been shown to be valid and reliable110 and is accepted
*Only one parameter needs to be present. Adapted with permission from REF. 96,
as an independent outcome measure111. Damage in SLE
John Wiley and Sons.
predicts future damage accrual and mortality 112.
Management
Comorbidities When managing SLE, physicians must consider several
As much as early diagnosis of SLE is important to initiate objectives simultaneously, but three are particularly
the appropriate treatment and to prevent damage, cap- important: first, controlling the patients symptoms to
turing flares is also important. This can only be achieved prevent immediate consequences and to improve quality
when patients are having regular follow-up visits every of life (QOL); second, minimizing damage due to disease
2–6 months regardless of the disease state of SLE113. activity; and last, preventing long-term morbidity and
Besides the assessment of SLE disease activity, optimal mortality. The currently available treatments for SLE do
care for patients with SLE should incorporate surveillance not always allow us to achieve these objectives simulta-
for the development of comorbidities and tissue damage. neously, but judicious use and a targeted approach can
These comorbidities can be the direct consequence of SLE achieve good results in the majority of patients (TABLE 3).
(especially chronic kidney disease and atherosclerosis) or
can be the consequence of SLE medication, especially Initial management of active non-renal SLE
glucocorticoids, which might result in cataract, low bone For patients with considerably active SLE, the immediate
density, osteonecrosis and secondary diabetes, and/or need is to achieve control over the inflammatory pro-
immunosuppressants, which might lead to recurrent cess. The intensity of treatment is adjusted to the sever-
infections, premature menopause and hospitalizations. ity of the disease manifestations. Milder skin rashes are
Substantial progress has been made in the awareness often managed with sun avoidance, including the use
of accelerated atherosclerosis in patients with SLE. SLE of high-factor (sun protection factor 50) sunblock or
as a risk factor for atherosclerosis has been incorporated sun-protective clothing. Topical glucocorticoids or top-
into the American Heart Association guidelines for the ical tacrolimus (a macrolide calcineurin inhibitor with
prevention of CVD in women114. The prevalence of coro
nary artery disease in different cohorts, including the
Toronto SLE Clinic, was 6–11% and subclinical carotid Box 5 | Disease activity scores in SLE
plaque development was reported in 30–50% of patients
with SLE115. Therefore, early identification of patients with Two types of measures have been developed for the
SLE at increased risk for premature CVD is crucial to the assessment of disease activity in lupus. Global indices
describe the overall burden of inflammatory disease
development and implementation of effective prevention
(that is, the Systemic Lupus Erythematosus (SLE) Disease
strategies in this population. Activity Index (SLEDAI)186 and its revisions100,187,188) and
Patients with SLE have an increased cancer risk, organ-specific indices can be individual or incorporated
particularly haematological cancers, cervical cancer, breast into one summary score (for example, the British Isles
cancer and lung cancer 116. The European League Against Lupus Assessment Group (BILAG) criteria and its
Rheumatism (EULAR) recommended that patients revision189,190). More recently, new indices have been
should follow cancer screening that is r ecommended for developed that are sensitive to partial improvement in
the general population117. disease activity (for example, the SLEDAI‑2000 Responder
Patients with SLE are at a high risk of developing Index‑50 (REF. 191)) and the use of composite indices in
osteonecrosis, which might result in pain. Diagnosis drug trials (for example, the SLE Responder Index192 and
BILAG-based Composite Lupus Assessment180). A measure
of osteonecrosis involves radiographs, bone scans, tomo-
to summarize disease activity over time — the Adjusted
grams or magnetic resonance images (FIG. 4). Osteopenia Mean SLEDAI‑2000 (AMS) — has also been developed193.
has been reported in 25–74% and osteoporosis in 1.4–68%
these associated symptoms, and use of other therapies Management of active lupus nephritis
such as centrally acting pain-modulating agents and The best-studied SLE manifestation is lupus nephritis,
antidepressants may be required. In particular, fatigue primarily because of its profound historical effect on
can be very resistant to treatment with non-drug thera mortality and morbidity. Regimes commonly use a
pies, particularly aerobic exercise, which is important in short-term initiation and longer follow‑up maintenance
combatting this. regime. While higher-dose initiation glucocorticoid
regimes were historically used and may still be required to conventional therapy including mycophenolate
in resistant disease, lower-dose regimes may be as mofetil143. The investigator-initiated, randomized RING
effective, even in renal SLE. These are likely to become trial is currently addressing whether the addition of
standard practice in future because they may reduce rituximab to standard of care with azathioprine, myco-
glucocorticoid-associated comorbidities132–134. Patients phenolate mofetil or intravenous cyclophosphamide
with lupus nephritis who are treated with lower-dose improves renal response rate after 104 weeks144.
glucocorticoids do not have worse symptoms than Following the initial ‘induction’ phase of treatment
patients given higher doses in a historical cohort 135. of lupus nephritis, maintenance therapy is usually given
In another open-label study of 42 patients with SLE for at least 2–3 years with azathioprine or mycophenolate
with active proliferative lupus nephritis, a starting dose mofetil, the latter being slightly more efficacious with
of 0.5 mg per kg daily of prednisone was equally effective fewer relapses145,146. Angiotensin-converting enzyme
as 1 mg per kg daily when combined with the immuno inhibitors or angiotensin receptor antagonists are often
suppressive mycophenolate mofetil136. Perhaps most used as renoprotective agents. Additional therapeutic
intriguingly, Condon et al.137 suggested that initiation options that can be considered are the use of intra-
treatment of proliferative lupus nephritis with rituximab venous immunoglobulin, which probably works by
(a B cell-specific antibody) and only a single pulse of interfering with B cell, T cell and antibody function, or
intravenous glucocorticoid followed by mycophenolate plasma exchange, which aims to remove pathogenetic
mofetil maintenance is highly effective. This protocol antibodies from the circulation. These methods are use-
is dubbed ‘rituxilup’ and is currently being tested in a ful particularly when infection may preclude the use of
controlled trial. immunosuppressive agents147.
The best-studied forms of lupus nephritis are
the more-severe types, classified according to the Quality of life
International Society of Nephrology–Renal Pathological SLE can exert a profound effect on the life of patients,
Society modification of the WHO criteria as class III, both qualitative and quantitative, with higher mortal-
class IV and class V. These require more-aggressive ity rates than the general population. Compared with
treatment to prevent progression to dialysis and early healthy controls, patients with SLE report lower levels of
mortality, which was a key issue with lupus nephritis vitality and general health, with a marked effect of SLE
in the 1950s up until the 1970s. Historically, treatment on physical functioning, psychological and emotional
with a combination of glucocorticoids and intravenous status and social life148. The physical and mental compo-
cyclophosphamide (a chemotoxic alkylating agent) was nents of the 36‑Item Short-Form Health Survey (SF‑36)
preferred138. In 2002, the Euro-Lupus randomized trial — a general QOL indicator — have been consistently
of 90 patients with SLE with proliferative glomerulo reduced in patients with SLE compared with controls.
nephritis demonstrated that a reduced-dosage cyclo- A large number of patients with SLE report tiredness,
phosphamide regimen followed by azathioprine was as pain, exacerbation, anxiety about the condition and
effective as higher-dose intravenous cyclophosphamide, exacerbations, inability to carry out daily tasks and fear
but was associated with considerably less toxicity 139. of physical disability 148. A study in California showed
Later trials demonstrated that mycophenolate mofetil a progressive decline in the proportion of patients
was at least as effective for the treatment of lupus neph with SLE who were employed between 2002 and 2004
ritis as cyclophosphamide138. The 10‑year follow-up of (REF. 149). While 74% of patients with SLE were work-
the Euro-Lupus low-dose cyclophosphamide cohort ing at the time of diagnosis, only 55% were employed
demonstrated similar outcomes to the high-dose cyclo- at the time of the survey, an average of 12 years later.
phosphamide group140. While glucocorticoid initiation A progressive decline in working hours among those
remains ‘best practice’, with the evidence to date, addi- employed was seen: 1,105,401 total hours worked among
tional initiation therapy with mycophenolate mofetil those employed in the year of their diagnosis, 746,982
is now an established option, with intravenous cyclo hours at the baseline interview and 654,480 hours a
phosphamide or rituximab as alternatives. Maintenance year later. Although there was no control group in the
treatment with mycophenolate mofetil or azathioprine is study, all respondants were <65 years of age at the time
most commonly used thereafter. of the survey. In addition, in Europe, a negative effect
Rituximab remains an enigma because several case on productivity and professional development has been
reports have suggested benefit in case series of resistant found using a survey of 2,070 patients with SLE150.
lupus nephritis after standard treatment with a range of Several scales have been used to measure
immunosuppressants141. Despite this, the 52‑week ran the health-related QOL of patients with SLE. Besides the
domized, double-blind LUNAR clinical trial of ritux generic SF‑36 questionnaire, SLE-specific instruments
imab in 144 patients with SLE with class III or class IV have been proposed: the Lupus QOL (LupusQOL),
lupus nephritis showed no significant difference in the the Systemic Lupus Erythematosus-Specific QOL
primary end point of complete or partial renal response Questionnaire (SLEQOL) and the Systemic Lupus
defined by features including serum creatinine levels, Erythematosus QOL Questionnaire (L‑QOL). These
proteinuria and active urinary sediment 142. There is instruments have been recently reviewed151.
debate about whether the trial was underpowered and Whichever scale is used, some SLE-related issues
whether trial design was compromised by the fact that consistently correlate with a decline in QOL of the
rituximab was an addition rather than a replacement patient (TABLE 4). Both SLE activity and irreversible organ
Box 6 | Proposed remission grades in SLE* years has been on developing new-targeted therapies,
simpler, more cost-effective strategies might already
Grade A: complete remission exist. Moreover, although prevention infers reducing the
• Systemic Lupus Erythematosus (SLE) Disease Activity chance of getting the disease, it must also be aimed at
Index‑2000 score of 0 reducing the chance of damage accrual once the disease
• No serological disease activity is identified.
• No clinical disease activity Specific autoantibodies can be detected in patients
• Glucocorticoid and immunosuppressant free 9 years before the diagnosis of SLE (mean: 3.3 years)160.
In addition, ANA positivity is found in 78% and
Grade B: clinical remission off glucocorticoids
dsDNA-specific antibodies in 55% of future patients
• Serologically active disease activity
with SLE, which presents an opportunity for primary
• Clinically quiescent disease prevention. One study found that patients treated with
• Glucocorticoid free hydroxychloroquine or glucocorticoids early in disease
• Use of immunosuppressants is allowed development had a delayed onset of a formal SLE diagno-
Grade C: clinical remission on glucocorticoids sis, which required four or more ACR criteria161 (BOX 4).
• Serologically active disease activity Early identification of symptoms is paramount if this
• Clinically quiescent disease strategy is to work.
• Use of glucocorticoids is allowed (<5 mg daily)
Identificaton of damage
• Use of immunosuppressants is allowed
Although overall SLE-associated mortality has improved
*See REF. 176. with 10‑year survival of 63% in the 1950s to 91% in 2000,
this disguises a slowdown in mortality improvement
after the 1980s10. To overcome this slowdown, there is
damage are important predictors of worse QOL148,152. a need to improve identification and management of
Fatigue affects QOL profoundly 148,153 and is present in up both renal and neuropsychiatric lupus in particular. As a
to 80% of patients with SLE153. Fatigue, often perceived result, long-term survival in SLE remains poor 162.
as a feature of active lupus, is a multifactorial symptom Future strategies should include the early detection of
with a questionable relationship with disease activity 154. damage. Potential biomarkers include urinary levels
Other factors that potentially contribute to fatigue are of VCAM1, which correlates with proliferative and
obesity, low physical activity, poor sleep quality, mood membranous glomerulonephritis, proteinuria and renal
disorders, cognitive dysfunction, anxiety and vitamin D damage163 as well as disease activity 91. Other urinary bio-
deficiency 154. Although fatigue is often recalcitrant, stud- markers including TNF-like weak inducer of apoptosis
ies suggest that treatment with calcifediol (a vitamin D (TWEAK, also known as TNFSF12) are also increased
precursor) results in a small but significant reduction in mouse models of SLE as well as in patients. TWEAK,
in fatigue in patients with vitamin D‑deficient SLE155. part of the TNF superfamily, acts proximally in the
In addition, post hoc analysis of randomized controlled induction of several nephritis-related cytokines, such as
trials of belimumab have shown a decreased degree of CC-chemokine ligand 5 (CCL5) and CXC-chemokine
fatigue among responders156, although this drug cannot ligand 10 (CXCL10). Higher urinary levels of TWEAK
be recommended exclusively for the treatment of SLE- reflect renal flares of SLE and are found at lower levels in
associated fatigue. Recently, a study of 1,827 patients non-renal flares and stable lupus nephritis164.
from the SLICC cohort confirmed the effect of mood Diagnosing neuropsychiatric SLE remains a chal-
disorders on the QOL of patients with SLE157. lenge. Functional MRI can detect certain phenotypes
It is important to remember that many drugs including stroke. A subset of dsDNA-specific anti
used to treat SLE can cause serious adverse effects, bodies cross-react with the extracellular ligand-binding
particularly glucocorticoids. Moreover, the marked domain, comprising the NR2A and NR2B subunits of
changes in physical appearance caused by steroid ther- the N‑methyl-d‑aspartate receptor. Although there is
apy can be devastating, particularly in young female no clear correlation between anti‑NR2 antibodies and
patients158. Thus, it is not surprising that glucocorti- neuropsychiatric SLE, anti‑NR2 antibodies purified
coids are consistently identified as one of the major from patients with neuropsychiatric SLE can induce
predictors of decreased QOL148,153. While lowering cognitive changes, memory deficit, neurotoxicity and
glucocorticoid doses is strongly recommended, treat- compromised blood–brain barrier in mice165,166.
ing fatigue and depression while still ensuring sufficient The challenge is to translate these research tools to
immunosuppression can be challenging. bedside tests that can rapidly identify ‘at-risk’ patients
with SLE to prevent organ damage and prolong lifespan
Outlook and QOL.
Prevention
SLE comes at a physical, social and economic cost. Up to Management of cardiovascular complications
30% of patients with SLE receive disability benefits and An increased risk of CVD and early mortality is associ
perhaps 20% of patients cease employment 10 years ated with SLE and especially longer SLE duration167.
after diagnosis159. Several parts of the immune system The overall risk of CVD is estimated to be between 2.6
can be dysfunctional. Although the focus in recent (REF. 168) and 10‑times higher 169 in patients with SLE than
or LupusQOL, will overcome some of the reservations include the construction of potentially effective novel
about heterogeneity of the disease. bispecific proteins183. Replacement of the dysfunctional
Despite the unexpected results in some trials, an immune system with a normal one will be another fruit-
impressive number of novel agents are currently in ful strategy. First, altering the SLE genotype through the
clinical development for SLE, including the B cell- use of vectors (viral vectors or naked plasmids pack-
modulating agent epratuzumab (anti‑CD22)180, IFN aged into liposomes) to deliver new genes into immune
antagonists and IL‑6 and IL‑10 blockers (TABLE 3). While cells or stem cells shows promise in mouse models of
two phase III trials with epratuzumab181 failed to achieve SLE. Targets could include the cytokine genes IL2,
their primary end points, there is still hope that with fur- TGFβ, IFΝγ and the co-stimulatory molecule CTLA4
ther trials and analyses, patient subgroups may respond (REF. 184), while future human trials are awaited pend-
to these newer therapies, as happened with the LUNAR ing refinement of techniques to permit better outcomes
trial of rituximab142. and fewer adverse events. Long-term remission and even
Despite these issues, future therapies will usher in cure might be possible with either autologous stem cell
a continuing era of biologic therapeutic agents that are transplantations, despite high mortality risk185 (FIG. 5), or
more targeted in their actions. New therapies should be mesenchymal stem cell procedures in which stem cells
tailored to individuals in patient subgroups with distinct are more-readily available and myeloablative treatment
clinical and serological features57. Future strategies must is unnecessary and therefore potentially safer.
also minimize the long-term effect of glucocorticoids. The challenge for the future is to clarify the key
Studies of rituximab in lupus nephritis point to how mechanisms that initiate and perpetuate the disease.
this could work in practice137. Combination therapy of Understanding these mechanisms will enable clinicians,
targeted therapeutic agents might lead to synergistic scientists and patients to achieve their common goal —
actions with clinical trials using combinations of ritux the cure from a disease that still causes considerable
imab, belimumab and cyclophosphamide182. Innovations morbidity and mortality.
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lupus erythematosus. J. Rheumatol 8, 1467–1472 to‑severe systemic lupus erythematosus, the PEARL‑SC Mechanisms/pathophysiology (M.K.C.); Diagnosis,
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Erythematosus — Developing Medical Products for 199. Alarcon-Segovia, D. et al. LJP 394 for the prevention A.K. has received honoraria for speaking as well as research
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180. Wallace, D. J. et al. Efficacy and safety of epratuzumab erythematosus. Arthritis Rheum. 48, 442–454 received consulting fees and/or honoraria from Bristol-Myers
in patients with moderate/severe active systemic lupus (2003). Squibb (BMS), GlaxoSmithKline (GSK), Lilly, Merck Serono,
erythematosus: results from EMBLEM, a phase IIb, 200. Aringer, M. et al. Adverse events and efficacy of Parexel and UCB and grant support from UCB. R.v.V. has
randomised, double-blind, placebo-controlled, anti‑TNF-α blockade with infliximab in patients with received research support or grants from AbbVie, Amgen,
multicentre study. Ann. Rheum. Dis. 73, 183–190 systemic lupus erythematosus: long term follow up BMS, GSK, Pfizer, Roche and UCB and consulting fees or
(2014). of 13 patients. Rheumatology (Oxford) 48, honoraria from AbbVie, Biotest, BMS, Celgene, Crescendo,
181. Clowse, M. E. B. et al. Efficacy safety epratuzumab 1451–1454 (2009). GSK, Janssen, Lilly, Merck, Novartis, Pfizer, Roche, UCB and
patients with moderate-to‑severe system. lupus 201. Ostendorf, B. et al. Preliminary results of safety Vertex. M.K.C. has received consulting fees or research
erythematosus: results from two phase 3 randomized, and efficacy of the interleukin‑1 receptor antagonist support from AstraZeneca, BMS, GSK, Lilly, MedImmune,
placebo-controlled trials. Arthritis Rheumatol. Abstr. anakinra in patients with severe lupus arthritis. Novartis, Novo Nordisk and Pfizer. All other authors declare
67 (Suppl. 10), 4L (2015). Ann. Rheum. Dis. 64, 630–633 (2005). no competing interests.