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Physiological Reviews, Vol. 82, No. 4, October 2002, pp. 981-1011; 10.1152/physrev.00011.2002.
Copyright ©2002 by the American Physiological Society
Department of Psychology and the Center for Neuroscience, University of Colorado at Boulder, Boulder, Colorado
I. INTRODUCTION
II. PERIPHERAL NERVE TRUNKS AS TARGETS OF IMMUNE ACTIVATION
A. Overview of Peripheral Nerve Anatomy and Immunology
B. Painful Neuropathies Involving Nerve Trauma and Inflammation
C. Painful Neuropathies Involving Antibody Attack of Peripheral Nerves
D. Painful Neuropathies Involving Immune Attack of Peripheral Nerve Blood Vessels
III. DORSAL ROOT GANGLIA AND DORSAL ROOTS AS TARGETS OF IMMUNE ACTIVATION
A. Overview of DRG and Dorsal Root Anatomy and Immunology
B. Painful Conditions Involving Immune Effects on DRG and Dorsal Roots
IV. CONCLUSIONS AND IMPLICATIONS
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ABSTRACT |
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Watkins, Linda R. and
Steven F. Maier.
Beyond Neurons: Evidence That Immune and Glial
Cells Contribute to Pathological Pain States. Physiol. Rev. 82: 981-1011, 2002; 10.1152/physrev.00011.2002.
Chronic pain can occur after peripheral
nerve injury, infection, or inflammation. Under such neuropathic pain
conditions, sensory processing in the affected body region becomes
grossly abnormal. Despite decades of research, currently available
drugs largely fail to control such pain. This review explores the
possibility that the reason for this failure lies in the fact that such
drugs were designed to target neurons rather than immune or glial
cells. It describes how immune cells are a natural and inextricable
part of skin, peripheral nerves, dorsal root ganglia, and spinal cord. It then examines how immune and glial activation may participate in the
etiology and symptomatology of diverse pathological pain states in both
humans and laboratory animals. Of the variety of substances released by
activated immune and glial cells, proinflammatory cytokines (tumor
necrosis factor, interleukin-1, interleukin-6) appear to be of special
importance in the creation of peripheral nerve and neuronal
hyperexcitability. Although this review focuses on immune modulation of
pain, the implications are pervasive. Indeed, all nerves and neurons
regardless of modality or function are likely affected by immune and
glial activation in the ways described for pain.
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I. INTRODUCTION |
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Pain is so simple, until it goes wrong. In healthy individuals, pain serves highly adaptive, survival-oriented purposes. The first purpose of pain is to warn of actual or impending threat of bodily harm, such as contacting sharp or dangerously hot objects. Peripheral nerves transmit this information from the body tissue to the spinal cord. Here, neurons in the spinal cord dorsal horn both relay the information to the brain and, simultaneously, trigger withdrawal reflexes to remove the endangered body part from the painful stimulus. Going hand-in-hand with this spinally mediated protective reflex is the supraspinally mediated perception that the danger arises from something in the environment that should be defended against. In contrast, the second purpose of pain is to encourage recuperative behaviors in response to pain arising from within the body itself. Here, bodily damage has already occurred and the damaged area is now inflamed or infected. This information, in contrast to signals about environmental threats, fails to trigger spinally mediated withdrawal reflexes, as there is no external source from which to withdraw. Instead, the information is relayed to higher brain centers that organize the appropriate recuperative behaviors to protect and facilitate healing of the damaged body site. Such behaviors include disuse and protection of an injured limb and licking/cleansing the wound. In either case, pain arises when appropriate; in healthy, normal organisms pain rarely occurs in the absence of a threatening or inflammatory signal.
The chronic pain experienced following injury, infection, or inflammation of peripheral nerves, called neuropathic pain, sharply contrasts with normal pain. Here, sensory processing for the affected body region is grossly abnormal. Environmental stimuli (e.g., thermal, touch/pressure) that would normally never create the sensation of pain now do so (allodynia), and environmental stimuli that are normally perceived as painful elicit exaggerated perceptions of pain (hyperalgesia). In addition, environmental stimuli can elicit abnormal sensations similar to electric tingling or shocks (paraesthesias) and/or sensations having unusually unpleasant qualities (dysesthesias). Lastly, pain of varying qualities and from varying perceived bodily locations is frequently spontaneous; that is, there is no known stimulus to account for the pain.
Neuropathic pain patients were not born that way. Their pain perceptions were once normal. So, how does this occur? Animal models of nerve trauma have provided insights into the neural changes that occur in response to peripheral nerve damage. They have revealed a remarkable degree of plasticity in both the sensory neurons and spinal cord (346). For example, pain-responsive peripheral nerve fibers develop spontaneous activity. This spontaneous activity can arise not only near their peripheral nerve terminals but also midaxonally from the site of nerve damage or even from the neuronal cell bodies far from the nerve injury site (133, 171). These "pain" neurons also exhibit altered peripheral terminal receptor function that increases their responsiveness to pain-inducing substances (78, 79). In addition, neurons that do not normally signal pain exhibit altered gene expression such that they now, for the first time, begin producing "pain neurotransmitters" for signaling the spinal cord (212). Furthermore, the spinal cord pain-responsive neurons show plasticity along similar lines (166, 354). On the basis of such insights of neuronal changes in response to traumatic nerve injury, a variety of drugs have been tested in hopes of controlling chronic neuropathic pain. None ends the pain. Some work partially in some patients (187, 188, 281). Even when combinations of drugs are given that target different putative causes of the pain, they fail (281).
So, why do the therapies fail? Are conclusions drawn from the animal models wrong? Alternatively, could there be another critical factor influencing the creation and maintenance of chronic pain?
One potentially critical factor that has been lacking, until very recently, has been an appreciation for the role of the immune system in pathological pain. With neuropathy as the example, it has been estimated that approximately one-half of the clinical cases are associated with infection/inflammation of peripheral nerves rather than nerve trauma (259). Yet, until just the past few years, no animal model has taken that fact into account. Furthermore, even trauma activates immune processes, yet the potential implication of this fact for pain was never explored.
Within the past few years, an explosion of research has delineated the dynamic and powerful effects of immune activation on pain. This work has explored actions of immune-derived substances at peripheral nerve terminals, along midaxonal sites, on sensory neuron cell bodies, and within the spinal cord. From this work it is now clear that each of these sites is powerfully modulated by activation of peripheral immune cells and/or immunelike glial cells and that immune activation may indeed be a critical factor in the creation and maintenance of pathological pain. The general argument will be that although immune processes are highly adaptive when directed against pathogens or cancer cells, they can also come to be directed against peripheral nerves, dorsal root ganglia, and dorsal roots, with pathological pain as the result.
The purpose of this review is to explore these issues. We focus first on sensory nerve fibers and then on sensory nerve somas as the targets of immune actions. The immune-neuronal interactions that are described have far broader implications than only for pain. The effects described occur wherever immune-derived substances come in close contact with axons or nerve cell bodies. The implications of immune-produced alterations in neural structure and function in both the peripheral nervous system and central nervous system are predicted to occur in all other sensory and sensory-related systems as well.
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II. PERIPHERAL NERVE TRUNKS AS TARGETS OF IMMUNE ACTIVATION |
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Peripheral nerves are the origin of almost all forms of neuropathic pain. This section is divided into two major subsections. Section IIA provides an overview of peripheral nerve anatomy and immunology, by addressing issues of 1) anatomy and immune surveillance, as well as nerve damage caused by 2) antibodies, 3) complement, 4) T lymphocytes, and 5) trauma. The purpose is to provide the background for the clinically relevant discussion that follows. Section IIB focuses on painful neuropathies that involve nerve trauma and/or inflammation. Within this, three clinical neuropathic pain syndromes are examined: 1) complex regional pain syndromes associated with peripheral nerve trauma and/or inflammation, 2) autoimmune neuropathies, and 3) vasculitic neuropathies. For each, an examination of the clinical findings is first discussed followed by a summary of data from relevant animal models. The argument to be developed is that immune attack of peripheral nerves, or even simply immune activation near peripheral nerves, is sufficient to create increases in peripheral nerve hyperexcitability and/or damage so as to be considered a significant contributor to the neuropathic pain observed.
A. Overview of Peripheral Nerve Anatomy and Immunology
1. Anatomy and immune surveillance
The anatomy of peripheral nerves creates a microenvironment unique
from most bodily tissues. Each peripheral nerve trunk is composed of
numerous nerve fascicles. Each fascicle within the nerve is surrounded
by a perineurium. The connective tissue in which these
perineurium-enwrapped fascicles lie is the endoneurium. Finally,
the entire bundle of endoneurium-embedded fascicles is surrounded
by the epineurium (226). A complex network of blood vessels penetrates the nerve, providing both nutrients as well as
potential access of circulating immune factors to nerve tissue (10). This access is limited under normal conditions as
the microenvironment of the nerve is protected by the blood-nerve barrier, although not as strictly limited as by the blood-brain barrier (227). Whereas the vascular supply to the
epineurium includes some fenestrated capillaries and so does not
exclude antibodies or other large proteins, this is not the case for
the nerve interior. The endoneurium, as a general rule, is nearly impermeable to circulating immune cells, antibodies, and other plasma
proteins (227, 270). However, its
impenetrability does vary considerably between species, individuals,
and even among fascicles (226, 227,
235). Furthermore, there is an exception to exclusion of
immune cells in that peripheral nerves are under constant immune
surveillance by circulating activated T lymphocytes (112). Immune surveillance also occurs within the nerve itself (Table
1). The major nonneuronal cells in the
endoneurium are fibroblasts (226). One function of these
cells is removal of myelin and other cellular debris after tissue
damage (268). Upon activation, these cells produce a
variety of substances involved in host defense. These include
chemoattractant molecules [e.g., macrophage inflammatory protein-2 and
monocyte chemoattractant protein-1 (312)] that recruit
immune cells (primarily neutrophils and macrophages) from the
circulation into the nerve, proinflammatory cytokines that orchestrate
the early immune response by communicating between immune cells, and
nitric oxide (NO) and reactive oxygen species (ROS) which kill
pathogens (e.g., viruses and bacteria) by damaging mitochondria, DNA,
and other cellular machinery (189, 208,
268, 305, 332). However, the
effects of proinflammatory cytokines, NO, and ROS extend beyond
pathogen killing, because these fibroblast-derived substances can
also directly increase nerve excitability (160, 288, 291), damage myelin (202,
249, 259, 283), and/or alter the
blood-nerve barrier (83, 315). This
latter effect leads to edema and infiltration of immune cells,
antibodies, and other immune products (198).
Table 1.
Profile of major actions exerted by immune cells resident in
peripheral nerves
Beyond fibroblasts, the endoneurium contains numerous resident macrophages, dendritic cells, mast cells, and endothelial cells (112, 226) (Table 1). Each of these cell types, upon activation, also releases proinflammatory cytokines, NO, ROS, and immune cell chemoattractants (155, 305). Activated macrophages and mast cells in addition release a variety of proteases and other degradative enzymes that evolved to destroy pathogens. In keeping with this role, release of these enzymes is stimulated by a variety of immunologic stimuli, including bacteria and parasites. However, pathogens are not the only trigger for release. To the detriment of peripheral nerves, these degradative enzymes are also released by immune cells upon detection of peripheral nerve proteins (P0 and P2). Detection of P0 and P2 occurs only after nerve damage as these peripheral nerve proteins are normally buried within the myelin sheath and thus "hidden" from immune surveillance. Their novel exposure during nerve damage leads them to be responded to by immune cells as "nonself" (130). Once released, macrophage- and mast cell-derived enzymes attack myelin and disrupt the blood-nerve barrier, allowing egress of blood-borne immune cells into the site (226).
Lastly, Schwann cells, which enwrap peripheral nerves, are macrophage-like in many respects; that is, they detect the presence of nonself substances and present them to T lymphocytes to further activate these immune cells (338). In addition, Schwann cells participate in the removal of damaged myelin and cellular debris. Upon activation, these cells release chemoattractants, proinflammatory cytokines, ROS, and NO (13, 80) (Table 1). Monocyte chemoattractant protein-1 is notable among the chemoattractants released by Schwann cells. This protein is rapidly produced by Schwann cells upon nerve damage and serves to selectively recruit monocytes (circulating macrophages) from the systemic circulation to the site of nerve degeneration (112).
Taken together, it is clear that there are numerous intraneurial and circulating immune cell types that can potentially effect peripheral nerves. The following sections briefly review immune responses relevant to understanding immune-related neuropathies.
2. Antibody-mediated nerve damage
Most humans do not have antibodies in their bloodstream that attack peripheral nerves. Even when this occurs it is often without clinical consequence, likely due in large part to the integrity of the blood-nerve barrier (243). Antibodies that attack peripheral nerves often arise by "molecular mimicry" (Table 2). Molecular mimicry refers to similarities between the three-dimensional structures (epitopes) expressed on the external surface of normal nerve versus those expressed by either pathogens such as viruses and bacteria (243) or cancer cells (e.g., small cell lung carcinoma, melanoma, neuroblastoma; Ref. 325). Epitopes of pathogens and cancer cells that are recognized as nonself stimulate the formation of antibodies that specifically bind to them. If these nonself epitopes are sufficiently similar to epitopes expressed by peripheral nerve, the antibodies may cross-react and attack peripheral nerves as well. As the antibodies are now attacking "self," they are referred to as "autoantibodies" which create autoimmune neuropathies. Under such circumstances, killing the pathogen does not relieve the neuropathic symptoms since the autoantibodies have already formed and the immune cells that generate them are long-lived.
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Antiperipheral nerve antibodies can also arise as a result of nerve trauma which exposes P0 and P2 to immune surveillance (see sect. IIA5). As noted in section IIA1, these peripheral nerve proteins are not normally encountered by the immune system and so are responded to as nonself when they are exposed by nerve damage, hence generating an immune response (150). Indeed, P0 and P2 are the peripheral nerve proteins that are injected into laboratory animals to create the autoimmune neuropathy model called "experimental allergic neuritis" (EAN) (88). EAN is discussed further in section IIC2A.
Finally, antibodies may be directed against pathogens that have invaded the nerve (Table 2). In this case, the immune response triggered by antibodies is not directed at the nerve, but rather by the recognition of nonself within the nerve bundle. In this case, peripheral nerves can suffer "innocent-bystander" damage; that is, substances released during the ensuing immune response to the pathogen (e.g., proinflammatory cytokines, NO, ROS, degradative enzymes, etc. ) can alter the structure and function of nearby nerve fibers as well.
As noted in section IIA1, antibodies do not readily access the microenvironment of peripheral nerves under normal conditions; rather, they primarily gain entry to the nerve interior upon breakdown of the blood-nerve barrier. Upon entry, antibodies that recognize epitopes within the nerve bundle bind to them. Being bound to an epitope allows these antibodies to be recognized by specific receptors expressed on macrophages and Schwann cells (Table 2). Binding of these immune cells to bound antibody triggers the extracellular release of a variety of highly toxic substances. These macrophage and Schwann cell-derived substances include acids, ROS (superoxide, hydrogen peroxide, singlet oxygen, hydroxyl radicals, hypohalite), NO, and so forth (69, 165). In addition, macrophages and Schwann cells are phagocytic cells; that is, they engulf nonself to destroy it. Binding of these immune cells to bound antibody triggers phagocytosis of the antibody-bound site (123, 322). If the antibody-bound entity is too large to be engulfed (a myelinated axon, for example), then the bound phagocyte releases digestive enzymes into the extracellular space toward the antibody-bound site. While the purpose of these digestive enzymes and toxic substances is to kill pathogens, these immune cell products will also cause innocent-bystander damage to all nearby cells, including nerves (95).
Of the destructive weaponry wielded by immune cells following their detection of bound antibody, NO and ROS are especially relevant to neuropathies as they damage subcellular organelles, membranes, and enzymes through actions on proteins, lipids, and DNA (283) (Table 3). Myelin is a preferential target due to its high lipid-to-protein ratio (21). Moreover, antioxidant levels and activities are lower in nerve than in other tissues, making nerves an "at risk" site for NO- and ROS-mediated effects (253, 254). NO- and ROS-induced damage causes decompaction of myelin lamellae (21); that is, while such axons are normally enwrapped by multiple tightly packed layers of myelin, NO- and ROS-induced damage causes these myelin layers to split apart and physically separate. This renders the myelin susceptible to degradation by extracellular proteases liberated by macrophages. Lipid peroxidation and protein nitration are the most destructive result of ROS and NO, as these damage a variety of peripheral nerve structures, including ion channels, ATPases, ion transporters, ion exchangers, glucose transporters, membrane-bound enzymes, and mitochondria (149, 154, 184). Damaged ion channels and transport systems increase neuronal excitability (154, 184, 283) and alter a variety of second messenger systems via increases in intracellular calcium (154). Increases in inducible immune-derived NO synthase (iNOS) and ROS-generating enzyme activity are correlated with the expression of neuropathic pain behaviors in animals (145, 165). Indeed, disrupting NO and ROS production reduces peripheral nerve damage and pain associated with animal models of neuropathy (95, 145, 154, 283, 304, 307, 326).
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3. Complement-mediated nerve damage
Complement is a family of proteins each of which is called a complement component. These proteins are normally present in serum and extracellular fluid, and under basal conditions are largely synthesized by the liver to provide a background readiness in case of immune challenge. In addition, complement components are released by a variety of activated immune cells (67) and Schwann cells (151) so that levels at sites of infection can be immediately elevated. In fact, the major source of complement at inflammatory foci is local production (95).
There is more than one way to activate complement (Table 4). Several types of antibody associated with neuropathies (IgM, IgG1, and IgG3) are termed "complement fixing" as, once bound, they activate the complement cascade. The complement cascade can also be activated, independently of antibody, by the presence of various viruses, yeasts, and bacteria (200) and by contact with peripheral nerve protein P0 (153).
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Activation of the complement cascade creates wide-ranging effects on nerves (Table 4). Complement components recruit macrophages and neutrophils from the general circulation into nerve (353), "coat" bound antibody to enhance its destruction by phagocytes (67), and disrupt Schwann cell function (50). Although complement, by and large, does not kill Schwann cells, it inhibits the expression of Schwann cell genes important in myelin formation and compaction. For example, complement disrupts transcription of P0 as well as enhancing degradation of P0 mRNA (50).
In addition, complement activation causes the formation of membrane attack complexes (MACs) (150). MACs insert into lipid membranes, forming cation pores. Their insertion helps kill pathogens. However, MACs are indiscriminate, as they insert into the host's own tissues as well. Many of the hosts' cells are fairly well protected from MAC-induced cell death by specific cytoplasmic factors that rapidly expel the MACs (150, 169). However, myelin sheaths have no such protection against MAC attack (28, 150). MAC insertion into the myelin sheath is associated with morphological changes of the myelin, wherein the sheath's lamellae are split, showing signs of decompaction (Table 4). In the course of these changes in myelin morphology, the major peripheral nerve proteins (e.g., P0, P2) are exposed. These activate the complement cascade (95, 150), leading to further myelin damage, further exposure of P0 and P2, and so on (95, 150). This provides a local means of perseveration of peripheral nerve damage and excitability beyond the presence of the original immune activator (95). Indeed, complement activation in close association with peripheral nerves has been linked to the development of neuropathic pain (267).
Finally, MAC attack on myelin, axons, and Schwann cells leads to calcium entry and activation of calcium-sensitive enzymes such as phospholipase A2 and calpain (Table 4). Calpain, a calcium-activated neutral protease, is found in myelin of peripheral nerves (168), in Schwann cells (183), and in both myelinated and unmyelinated peripheral nerve axons (6). As noted above, myelin is highly susceptible to MAC-associated damage. Indeed, intraneurial injection of calcium ionophore is sufficient to cause demyelination in vivo as calpain activation causes the myelin to self-destruct (90). Calpain has been implicated in Wallerian degeneration (112) and has been found to be necessary and sufficient for axonal degeneration (77).
4. T lymphocyte-mediated nerve damage
T lymphocytes have been implicated in animal models of neuropathy
such as EAN (see above). Each T lymphocyte can bind to and become
activated by a single epitope. As activated T lymphocytes move into and
through peripheral nerves in the normal course of immune surveillance,
they exit if they do not identify their epitope. On the other hand, if
the epitope is detected, the T lymphocytes remain at the site and begin
to both proliferate and release a variety of substances. Some of these
substances disrupt the blood-nerve barrier, allowing entry of
antibodies and immune cells (290). Others, such as
interleukin (IL)-2, tumor necrosis factor (TNF), and interferon-
,
stimulate Schwann cells and macrophages to enhance their
antigen-presenting capabilities and to begin releasing substances such as proinflammatory cytokines and ROS (19,
209). In addition, these T-cell products stimulate a
subset of T lymphocytes, called "cytotoxic T cells." Upon binding
to the epitope expressed on a cell, the activated cytotoxic T cells
release specialized lytic granules directly at the cell. These lytic
granules contain the cytotoxic protein perforin and a family of
destructive proteases called granzymes. Perforin creates transmembrane
pores in the target cell membrane, disrupting ion balances and allowing
granzymes to enter. Once inside, granzymes trigger programmed cell
death (apoptosis) of the target cell (89). The killed
cells are then engulfed and destroyed by phagocytic immune cells,
including macrophages and Schwann cells. As with other immune
processes, this cytotoxic T-cell response is adaptive when directed
against threats, such as bacteria, viruses, or cancer cells. However,
nearby nerves can also be destroyed.
5. Trauma-induced nerve damage
Traumatic nerve injury leads in many cases to posttraumatic neuropathic pain. In traumatic injury, there is not only trauma-induced tissue destruction, but likely bacterial contamination of the injury site as well. Many bacteria activate the complement cascade, as noted above. In addition, the presence of bacteria causes release of chemoattractants that recruit and activate phagocytic cells (neutrophils and macrophages). These phagocytes express surface receptors that recognize and bind to evolutionarily conserved epitopes on bacterial surfaces. Binding triggers phagocytosis as well as release of NO, ROS, and proinflammatory cytokines (IL-1, IL-6, and TNF). NO and ROS are key antibacterial products as they damage DNA, mitochondria, and other cellular machinery leading to bacterial demise (Table 3).
On the other hand, IL-1, IL-6, and TNF orchestrate the early immune response to infection and damage by serving as chemoattractants to recruit immune cells to the site from the general circulation (229) (Table 3). These immune-derived proteins also activate the recruited immune cells to release a variety of substances that enhance host defense. Thus, in response to these proinflammatory cytokines, there is further release of NO and ROS (169, 249) and upregulation of the production of complement components by recruited immune cells and Schwann cells (169). In turn, engulfment of damaged myelin by recruited and resident phagocytes further increases their production of proinflammatory cytokines long after the original immune stimulus (169). As reviewed in section IIB2, proinflammatory cytokines have been repeatedly implicated in demyelination and degeneration of peripheral nerves, increases in sensory afferent excitability, and creation of neuropathic pain.
Beyond introducing bacteria, traumatic injury stimulates immune responses in two ways. First, nerve damage exposes the peripheral nerve proteins P0 and P2. As described in sect. IIA1, these are responded to as nonself by the immune system, so this initiates an immune response similar to that triggered by pathogens. Second, physical injury and ischemic injury that occur with trauma lead to cell disintegration (necrosis). In peripheral nerve, this is associated with Wallerian degeneration characterized by demyelination and denervation followed by remyelination and renervation (296, 326). This process has been extensively studied and found to involve edema-associated disruption of the blood-nerve barrier and the activation of recruited and resident macrophages, fibroblasts, and Schwann cells (296). All of these cell types are active in phagocytosing necrotic peripheral nerve tissue (268). Locally produced proinflammatory cytokines are intimately involved in the Wallerian degeneration process as well (279, 280).
B. Painful Neuropathies Involving Nerve Trauma and Inflammation
As documented in section IIA, multiple immunologic mechanisms exist in peripheral nerves that, upon activation, can extensively damage or destroy its function. Below we discuss how these may relate to clinical peripheral nerve neuropathies and their associated animal models. What will be presented are examples of immunologically related neuropathies. The discussion is not intended to be inclusive. However, the examples were chosen to illustrate the types of immunological changes that occur under a number of very different precipitating events.
1. Clinical correlations: complex regional pain syndromes
(causalgia and reflex sympathetic dystrophy)
A) ETIOLOGY AND GENERAL SYMPTOMOLOGY.
Reflex sympathetic dystrophy (RSD) and causalgia have recently been
controversially reclassified as complex regional pain syndrome (CRPS) I
and II, respectively (8). While the CRPS I and II
terminology will be followed here, the reader should be clear that RSD
and causalgia are the syndromes discussed. CRPS I and II are painful
conditions that appear to regionally and typically affect limbs rather
than the body trunk. There is no consensus on the pathophysiological
mechanisms underlying these pain syndromes (8,
293). Not surprisingly, given the mysteries surrounding
CRPS I and II, current drug therapies targeting neurons as the basis of
these syndromes fail to control the neuropathic pains
(293, 329). The symptomology to be described
below raises the possibility of an immunological basis of these syndromes.
B) EVIDENCE AND IMPLICATIONS OF A PERSEVERATIVE INFLAMMATORY STATE. The central sensitization of CRPS may, at least in part, be sustained by the presence of a chronic inflammatory state in the affected body region. There are many features of CRPS that suggest that the pathological region is exhibiting an excessive inflammatory response for at least the first several months of the disease process (Table 5). As typical for an inflammatory event, the affected region exhibits increased blood flow, increased vascular permeability, edema of soft tissues and bone, hypervascularity in synovium and skeletal muscle, impaired local oxygen utilization leading to ischemic oxidative stress of the involved tissues, tissue accumulation of antibodies and immune cells (neutrophils), and degenerative tissue changes due to localized ROS-induced lipid peroxidation (158, 161, 228, 251, 318, 361). Patients may exhibit increased circulating levels of bradykinin, which has been associated with inflammatory pain (18). Furthermore, shifts in acute phase protein concentrations in blood and blood cell counts are consistent with a subacute inflammatory process (161). Supportive of inflammatory mediation of CRPS, scavengers of ROS decrease the symptoms (81). The clinical finding that treatment with immunosuppressive doses of corticosteroid decreases CRPS complaints is also supportive of an inflammatory basis of CRPS (318).
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C) IMPLICATIONS OF SYMPATHETIC NERVOUS SYSTEM INVOLVEMENT FOR
IMMUNE RESPONSES.
Although controversial (215, 294), CRPS is
often reported to be a sympathetically maintained pain syndrome
(8, 239). Sympathetic involvement in CRPS is
supported by the facts that 1) there is overlap of body
regions exhibiting pain and autonomic dysfunction (sweating,
temperature, and blood flow abnormalities) and 2) blocking
sympathetic function relieves pain (293,
329). While an increase in sympathetic activity was
originally thought to occur, more recent evidence suggests instead that
there is reduced sympathetic activity in the affected region that, with time, develops supersensitivity to catecholamines (60).
While catecholamines and sympathetic activation do not cause pain in normal humans, they do create pain in CRPS patients (2).
This pain response is thought to be due, at least in part, to novel expression of
1-adrenergic receptors on
pain-responsive sensory fibers (8). Blocking
sympathetic function, whether by surgical sympathectomy, systemic
phentolamine, or systemic guanethidine, relieves partial nerve
injury-induced neuropathic pain in laboratory animal models as well
as humans (8, 35, 146,
239, 278). Indeed, sympathectomy does not
just relieve pathological pain in the body region ipsilateral to the
CRPS-initiating event; rather, it also relieves pain arising from
anatomically impossible mirror-image sites, that is, the identical
body region contralateral to the initiating event (278).
Thus sympathetectomy must somehow quiet the contralateral spread of
spinal cord hyperexcitability underlying mirror-image pain.
1-adrenoceptors have been implicated in sympathetically
maintained pain (2).
This remarkable change in catecholaminergic sensitivity of the skin in
CRPS and nerve damage is potentially intriguing from an immunologic
point of view. Under normal conditions, catecholamines act via
2-adrenergic receptors on immune cells to inhibit the production and release of proinflammatory cytokines (106).
These cells do not express
1-adrenergic receptors under
basal conditions (138). However, the situation can
dramatically change in chronic inflammation. Now, immune cells
downregulate their expression of
2-adrenergic receptors
and upregulate their expression of
1-adrenergic
receptors over time (106). Such a shift to a predominant
1-expression may potentially have implications for
inflammation and pain associated with CRPS and nerve damage. This is
because
1-receptors stimulate the production and release
of proinflammatory cytokines (106, 138).
Clearly, if
1-adrenoceptors were to become expressed by
the resident and/or recruited immune or immunocompetent cells of the
affected CRPS sites (synoviocytes, endothelial cells, Langerhans cells,
keratinocytes, fibroblasts, classical immune cells, etc.), then
sympathetic activation would be predicted to cause pain, at least in
part, via proinflammatory cytokine release (237). Indeed,
while the density of
1-adrenoceptors is known to
increase in hyperalgesic skin of CRPS patients, these studies have
either used tissue homogenates or low-resolution autoradiography that preclude the authors from identifying the cell type(s) expressing the receptors (60, 252). Although the
autoradiographic study shows marked increases in
1-adrenergic expression in skin regions not accounted
for by peripheral nerves (60), this finding has never been
explored to define whether
1-expressing immune cells may
indeed account for this upregulated receptor expression.
Thus, from a variety of angles, immune activation within skin,
peripheral nerves, DRG, and spinal cord may represent
under-appreciated sources of pain in CRPS. Although highly
speculative, the evidence suggests that investigations into the
potential involvement of immune activation in CRPS are warranted. As is
reviewed in the following sections, evidence from animal models
provides further support for the plausibility of this proposal.
2. Animal models
A) IMMUNE INVOLVEMENT IN PAIN FROM NERVE TRAUMA: FROM
APLYSIA TO RATS.
Evidence for altered pain processing due to immune activation near
peripheral nerve trunks has arisen primarily from two animals: rats and
the simpler Aplysia. Regarding Aplysia, it has
been known since the mid 1980s that sensory nerve damage creates
prolonged enhanced pain responses (for review, see Ref. 331) (Table
6). These studies led to the discovery
that large numbers of immunocytes (immune-like cells of
Aplysia) are attracted to the site of nerve damage
(36). This is intriguing since immunocytes are strikingly similar in function to mammalian macrophages in that they are phagocytes that release proinflammatory cytokine-like molecules (IL-1-like and TNF-like) upon activation by foreign (nonself) substances (37). The link to IL-1 and TNF is interesting
since these proinflammatory cytokines alter ion channels in
Aplysia neurons, causing hyperexcitability
(264, 301) (Table
7). These findings led to the discovery
that 1) hyperexcitability of injured nerves is
significantly greater in the presence of activated immunocytes (39) and 2) IL-1 application enhances nerve
injury hyperexcitability (38).
Table 6.
Summary of evidence that sensory nerve damage in
Aplysia and rat is associated with exaggerated pain
responses, which are linked with recruitment of immune cells to the
site
Table 7.
Summary of evidence that Aplysia and rat
proinflammatory cytokines enhance responses to pain stimuli
B) IMMUNE INVOLVEMENT IN PAIN FROM NERVE INFLAMMATION IN THE ABSENCE OF TRAUMA. Pain facilitation can occur even in the absence of apparent physical trauma to peripheral nerves. The simple placement of immunologically activated immunocytes near healthy Aplysia sensory nerves increases their excitability (36). Furthermore, exposing healthy rat sciatic nerve to gut suture (186), killed bacteria (64), algae protein (carrageenan) (64), yeast cell walls (zymosan) (33, 75), or the HIV-1 envelope glycoprotein gp120 (108) increases behavioral responsivity to touch/pressure and/or heat stimuli; that is, these manipulations induce mechanical allodynia and thermal hyperalgesia. Such changes are mimicked by proinflammatory cytokines. TNF injected into the sciatic produces thermal hyperalgesia and mechanical allodynia (327) as well as endoneurial inflammation, demyelination, and axonal degeneration (249). Furthermore, TNF applied to the sciatic induces ectopic activity in single primary afferent nociceptive fibers (288). TNF is not alone in this regard as ATP also ectopically activates peripheral nerves, including fibers associated with pain transmission (126). ROS also appear sufficient to drive exaggerated pain states in the absence of physical trauma to nerves as intra-arterial infusion of free radical donors into one hindlimb of rats causes increased sensitivity to mechanical and thermal stimuli as well as spontaneous pain (317).
Although it is clear that proinflammatory cytokines induce pain, how they do this from midaxonal sites is controversial. While proinflammatory cytokine receptors are known to be expressed on DRG cell bodies (236), whether these receptors are expressed along the course of their peripheral nerve fibers has never been investigated. Of the proinflammatory cytokines, TNF has received the most study to date and is known to rapidly alter neural activity, suggesting that it may directly affect axonal excitability (160, 288). Indeed, studies of the structure of TNF indicate that it can insert into lipid membranes to form a central porelike region due to its three-dimensional conformation (131). Insertion is facilitated by a physiologically relevant lowering of pH, which occurs at sites of inflammation (131). The inserted TNF molecules form voltage-dependent sodium channels (131). Other evidence suggests that TNF interacts with endogenous sodium and calcium channels to increase membrane conductance (316, 341). Like TNF, IL-1 rapidly increases neuronal excitation (219) and produces long-lasting increases in conductance of voltage-sensitive sodium and calcium channels (266, 341). IL-6 enhances conductance of these ion channels as well (242). Whether IL-1 or IL-6 can insert into lipid membranes has not been reported. Of the inflammatory paradigms described above, perhaps the one that has been the most fully developed to date is exposure of a healthy sciatic nerve to yeast cell walls (zymosan). This manipulation has been termed "sciatic inflammatory neuropathy" (SIN) (33, 75). To create SIN, immune activation is initiated in unanesthetized rats by unilateral injection of zymosan (yeast cell walls) into preimplanted gelfoam enwrapping one healthy sciatic nerve at midthigh level (33, 75). SIN creates a rapid (within 1 h) mechanical allodynia at both territorial (sciatic) and extraterritorial (saphenous) skin innervation sites. With a single zymosan injection, the allodynia lasts several days; with repeated zymosan injections, maximal allodynia can be maintained at least several weeks (336, 336a). No thermal hyperalgesia develops (33). This contrasts with the combined unilateral allodynia and hyperalgesia and much slower onset of effect, observed after acute delivery of immune activators delivered during sciatic surgery (11, 64, 108). One of the striking aspects of SIN-induced allodynia is the pattern of pain changes (Fig. 1). Unilateral low-dose zymosan injection (4 µg) induces an ipsilateral hindpaw allodynia. Unilateral higher doses induce bilateral effects (33, 336); that is, allodynia develops in both the limb that was injected with perisciatic zymosan as well as the "mirror-image" limb. The mirror-image allodynic effect cannot be accounted for by systemic spread of the immune activator (33, 75, 336); rather, its appearance is correlated with well-defined immunologic and anatomic changes in and around the sciatic nerve. Injection of low-dose zymosan (which creates only ipsilateral allodynia) is characterized by release of high levels of TNF from the immune cells around the sciatic nerve (macrophages and neutrophils), and no morphological change in the sciatic nerve is detected (75) (Fig. 1). In contrast, response to higher zymosan doses (which create ipsilateral plus mirror-image contralateral allodynia) is characterized not only by high levels of TNF but also high levels of IL-1 and ROS around the nerve (75). In addition, complement-derived MACs assumed to be produced as zymosan are well established to potently trigger MAC production (49). At least perisciatic complement and proinflammatory cytokines are involved in producing SIN-induced allodynia, since perisciatic delivery of antagonists against these immune-derived substances blocks the pain changes (267). The immunological profile for the higher zymosan dose is associated with distinctive pathology of the sciatic nerve. Edema is observed 24 h after higher dose zymosan perisciatic injection. Strikingly, this edema occurs along the outer rim of the nerve where the nerve is in contact with substances released by zymosan-activated immune cells (75) (Fig. 2). Thus the appearance of mirror-image pain co-occurs with distinctive immunological and anatomic changes at the level of the sciatic nerve.
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C) IMPACT OF TRAUMA AND INFLAMMATION ON NEIGHBORING INTACT NERVE FIBERS. One aspect of partial nerve injuries that has only recently received attention is the fascinating question of whether neuropathic pain is being generated solely by the damaged nerves; that is, could pathological pain be created because the function of the remaining intact neurons is being altered by immune-derived substances released during demyelination and degeneration of the intermingled damaged peripheral nerves and/or associated changes in the damaged cell bodies in the DRG? While a number of widely used partial nerve injury models exist for rats, many cause nerve injury in such a way that there is intermingling of damaged and intact peripheral nerves as well as intermingling of damaged and intact DRG somas (12, 271). Thus the relative contributions of signals from damaged peripheral nerves versus DRG somas of damaged nerves cannot be dissociated.
In response, new models have recently developed that either have 1) damaged peripheral nerves intermingled with intact peripheral nerves, yet maintain complete segregation of damaged versus intact sensory nerve somas (73, 347), or 2) damaged DRG somas intermingled with intact DRG somas, yet maintain almost complete segregation of damaged versus intact peripheral nerves (54). Thus the influence of damaged nerves and the influence of damaged somas can be studied independently. The effect that intermingled damaged axons have on intact neuronal function has been examined by selectively damaging the fifth lumbar (L5) spinal nerve (167, 347). This creates intermingling of damaged L5 and undamaged L4 fibers within the sciatic nerve. At the same time, separate DRG locations of the injured (L5) and intact (L4) DRG somas are maintained (147, 347). Thus peripheral nerves arising from L4 somas are exposed to immune-derived substances released in their vicinity as a result of the demyelination and degeneration of sciatic L5-derived nerves and from the intermingling of their receptive fields in the skin (347). Intriguing changes in the intact L4 nerves result. Within 1 day after L5 spinal nerve damage (the earliest time tested), L4 spinal nerve fibers develop spontaneous activity (3). Mechanical allodynia develops correlated with this change and is abolished by transection of L4 spinal nerves, indicating that intact L4 has become the driving force for creating allodynia (167). Spontaneous activity also develops in monkey uninjured nerve fibers following a similar procedure (3). This nerve fiber activity develops in the cutaneous receptive field region and along the peripheral nerve, rather than within the DRG (3). As discussed in section IIA5, nerve damage results in immune activation and the release of a host of neuroactive substances along the length of the degenerating fibers. These could have direct influences on the electrical activity of intermingled uninjured axons. Alternatively, such substances may serve as retrogradely transported signals to influence gene activation in intact DRG somas. Indeed, a number of changes have been detected in the L4 DRG somas of spared axons in partial nerve injury paradigms. First, immune-derived substances such as leukemia inhibitory factor (LIF) (306), IL-6 (127), and NGF (163, 172, 261) are released at the injury site and are retrogradely transported by both intact as well as injured axons (72, 204, 248, 308). These retrogradely transported signals in intact L4 nerves result in increased DRG neuronal expression of BDNF mRNA and protein, vanilloid receptors type 1 (VR1) mRNA and protein, calcitonin gene-related peptide (CGRP) mRNA, preprotachykinin (PPT) mRNA and its protein product substance P, and galanin (72, 73, 118, 177, 308, 309), as well as increased expression of PN3, a tetrodotoxin-resistant sodium channel subunit (238). This pattern contrasts what is observed after transection of all nerves in a bundle (axotomy), namely, downregulation of DRG expression of VR1 (191), substance P (272), CGRP (272), and PN3 (22). The increases in expression of these factors after partial (rather than complete) nerve injury may be relevant to pathological pain as increased VR1 expression suggests increased responsivity of the peripheral nerves to heat stimuli, PN3 could increase neuronal excitability, and substance P and CGRP are pain transmitters of sensory neurons. Furthermore, BDNF administered to intact DRG causes mechanical allodynia (359), and increased DRG neuronal expression of BDNF has been linked to neuropathic pain as intrathecal delivery of anti-BDNF antibodies attenuates thermal hyperalgesia in a spinal nerve injury model (72). Indeed, BDNF release in spinal cord phosphorylates spinal N-methyl-D-aspartate (NMDA) receptors, which is one of the mechanisms known to create and maintain central sensitization (72). In the second type of spared nerve injury model, the tibial and common peroneal terminal branches of the sciatic are lesioned, leaving the sural nerve intact (54). In doing so, there is minimal comingling of injured and noninjured peripheral nerves, yet considerable DRG comingling of injured tibial and common peroneal somas with noninjured sural nerve somas (54). Thus this allows examination of possible paracrine signals arising from injured somas acting on nearby noninjured ones to alter their function and/or excitability. With this procedure, mechanical allodynia without thermal hyperalgesia develops from the uninjured sural sensory neurons within 24 h, an effect that lasts for over 6 mo (54). While satellite cell products are potentially involved, such studies have not yet been done.D) SPINAL IMMUNELIKE GLIAL CELL INVOLVEMENT IN TERRITORIAL, EXTRATERRITORIAL, AND MIRROR-IMAGE NEUROPATHIC PAIN. There is growing recognition that immune involvement in pathological pain states occurs within the spinal cord as well as in the periphery (335). In spinal cord, immunelike glial cells (astrocytes and microglia) are activated in response to diverse conditions that create exaggerated pain states: subcutaneous inflammation, peripheral nerve trauma, peripheral nerve inflammation, spinal nerve trauma, and spinal nerve inflammation (41, 71, 74, 99, 190, 192, 298, 334, 342). Activation of glia after nerve trauma can occur as a consequence of degeneration of central terminals of the dying sensory neurons. In addition, glia express receptors for a host of substances released by incoming pain-responsive sensory afferents: substance P, excitatory amino acids, CGRP, and ATP (111, 148, 181, 182, 230, 274, 348) (Fig. 3). In addition, they may be activated in response to substances released by pain-responsive neurons in the dorsal horn, such as prostaglandins, NO, and fractalkine (114, 194, 233).
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