Osteoarthritis is a degenerative joint disorder characterized by the progressive loss of articular cartilage, changes in subchondral bone, synovitis, and osteophyte formation. The pathogenesis involves a complex interplay between mechanical, biochemical, and genetic factors:

  1. Cartilage Degradation
    • In healthy joints, articular cartilage is maintained by a balance between anabolic and catabolic activities of chondrocytes.
    • In OA, increased production of matrix-degrading enzymes such as matrix metalloproteinases (MMPs) and aggrecanases (ADAMTS) leads to the breakdown of collagen type II and aggrecan, resulting in cartilage loss.
    • Cartilage fragments release into the synovial fluid, promoting synovial inflammation.
  2. Subchondral Bone Changes
    • Increased mechanical loading stimulates bone remodeling, causing subchondral sclerosis and formation of subchondral cysts.
    • The resultant bone marrow lesions are associated with pain and joint dysfunction.
  3. Synovial Inflammation
    • Synovitis is present in many OA cases and contributes to symptom severity.
    • Inflammatory cytokines (e.g., IL-1β, TNF-α) promote chondrocyte catabolism and synovial inflammation, leading to further cartilage degradation.
  4. Osteophyte Formation
    • Growth of new bone at joint margins (osteophytes) occurs in response to mechanical stress and biochemical signaling, leading to joint deformity.

Risk Factors

  1. Age: Risk increases with advancing age.
  2. Gender: More common in women, especially after menopause, suggesting hormonal influence.
  3. Genetics: Family history increases risk, indicating genetic susceptibility.
  4. Obesity: Excess weight increases joint loading and adipose tissue-derived cytokines contribute to inflammation.
  5. Joint Injury: Previous joint injuries (e.g., ACL tear, meniscus injury) predispose to OA development.
  6. Occupation and Physical Activity: Repetitive stress from certain jobs or sports can increase risk.

Clinical Presentation

  1. Symptoms
    • Joint Pain: Worsens with activity and improves with rest; early morning stiffness lasts <30 minutes.
    • Joint Stiffness: Particularly after periods of inactivity (gelling phenomenon).
    • Limited Range of Motion: Due to pain and structural changes.
    • Crepitus: Sensation of grating within the joint.
  2. Commonly Affected Joints
    • Knees: Most commonly affected; weight-bearing stress leads to pain, instability, and deformity (varus or valgus).
    • Hips: Causes groin pain radiating to the thigh or buttocks.
    • Hands: Involvement of the distal interphalangeal joints (Heberden’s nodes), proximal interphalangeal joints (Bouchard’s nodes), and first carpometacarpal joint.
    • Spine: Involvement of the cervical and lumbar spine may cause radiculopathy.

Diagnosis

  1. Clinical Evaluation
    • Based on history and physical examination findings, including joint pain, stiffness, crepitus, and reduced range of motion.
    • American College of Rheumatology (ACR) Criteria for Knee OA Diagnosis:
      • Age ≥ 50 years, morning stiffness < 30 minutes, and crepitus on active motion of the knee.
  2. Radiographic Findings
    • Joint Space Narrowing (JSN): Due to cartilage loss.
    • Osteophytes: Bony projections at joint margins.
    • Subchondral Sclerosis and Cysts: Increased bone density and fluid-filled cysts beneath the cartilage.
  3. Advanced Imaging
    • MRI: Useful for evaluating early cartilage changes, bone marrow lesions, and meniscal tears.
    • Ultrasound: Detects synovitis, effusions, and osteophytes.
  4. Laboratory Tests
    • Usually unremarkable; normal ESR and CRP help distinguish OA from inflammatory arthritis (e.g., rheumatoid arthritis).
    • Synovial fluid analysis typically shows non-inflammatory characteristics (WBC < 2,000 cells/µL).

Management

1. Non-Pharmacological Management

  • Patient Education and Self-Management
    • Involves teaching patients about the disease, lifestyle modifications, and coping strategies.
  • Weight Loss
    • For overweight or obese patients, even a 5% reduction in body weight can significantly alleviate symptoms.
  • Exercise
    • Low-impact aerobic activities (e.g., swimming, cycling) and strengthening exercises for quadriceps and hamstrings improve joint stability and function.
  • Physical Therapy
    • Focus on range of motion, muscle strengthening, and joint stabilization.
  • Assistive Devices
    • Use of braces, orthotics, or canes to reduce joint loading.

2. Pharmacological Management

  • Analgesics and NSAIDs
    • Acetaminophen: Initial choice for mild pain; up to 3-4 g/day, with caution in liver disease.
    • NSAIDs: More effective for moderate to severe pain.
      • Ibuprofen: 400-800 mg TID-QID.
      • Naproxen: 500 mg BID.
      • Celecoxib (COX-2 inhibitor): 100-200 mg once or twice daily; preferred in patients at risk for gastrointestinal complications.
    • Topical NSAIDs: Diclofenac gel can be applied to joints (e.g., 4 g QID for knees, hands).
  • Intra-Articular Injections
    • Corticosteroids: Triamcinolone acetonide (40 mg for large joints) every 3-4 months for acute exacerbations.
    • Hyaluronic Acid: Viscosupplementation to improve joint lubrication, although evidence of efficacy is variable.
  • Other Medications
    • Duloxetine: Approved for chronic musculoskeletal pain, 30-60 mg daily.
    • Tramadol: For patients with inadequate response to NSAIDs; start at 25 mg and titrate to 50-100 mg every 4-6 hours.

3. Surgical Management

  • Arthroscopy: Indicated for mechanical symptoms (locking, catching) due to loose bodies.
  • Osteotomy: Realignment procedures for unicompartmental knee OA.
  • Joint Replacement (Arthroplasty)
    • Total Knee Arthroplasty (TKA) or Total Hip Arthroplasty (THA): For patients with severe pain and functional limitations refractory to conservative measures.
    • Unicompartmental Knee Arthroplasty: Suitable for isolated medial or lateral compartment knee OA.

Complications

  • Progressive Joint Damage: May lead to significant disability.
  • Spinal OA: Can cause nerve impingement, spinal stenosis, and radiculopathy.
  • Secondary Infections: Following intra-articular injections or surgical interventions.
  • Comorbidities: Obesity, cardiovascular disease, and depression are commonly associated.

Monitoring and Follow-Up

  • Regular Assessment: Evaluate pain, joint function, and side effects of ongoing treatment.
  • Radiographic Monitoring: To assess joint deterioration and guide the need for surgical intervention.
  • Adjust Management Based on Disease Progression: Escalate treatment for worsening symptoms.

Emerging Treatments and Future Directions

  • Disease-Modifying Osteoarthritis Drugs (DMOADs): Potential agents targeting cartilage regeneration, including anti-NGF antibodies, matrix metalloproteinase inhibitors, and intra-articular gene therapy.
  • Platelet-Rich Plasma (PRP): Intra-articular injections for symptom relief, though more research is needed.
  • Stem Cell Therapy: Being explored for regenerative potential in damaged cartilage.

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