Hereditary hemochromatosis (HH) is an autosomal recessive bleeding disorder characterized by tissue overload of iron. Clinical systemic manifestations in HH include liver disease, cardiomyopathy, skin pigmentation, diabetes mellitus, erectile dysfunction, hypothyroidism, and arthropathy. Arthropathy with joint pain is frequently reported at diagnosis and mainly involves the metacarpophalangeal and ankle joints, and more rarely, the hip and knee. Symptoms in ankle joints are in most cases non-specific, and they can range from pain and swelling of the ankle to deformities and joint destruction. Furthermore, the main radiological signs do not differ from those of primary osteoarthritis (OA). Limited data are available in the literature regarding treatment; surgery seems to be the gold standard for ankle arthropathy in HH.
1. Introduction
Hereditary hemochromatosis (HH) is a recessive autosomal disorder of iron metabolism, in which an excessive intestinal absorption of iron leads to tissue damage in the liver, pancreas, joints, heart, and skin
[1]. The most common forms of HH are due to inherited mutations in the HFE gene, which is responsible for the production of both the hepcidin protein and the human homeostatic iron regulator protein (HFE protein), which controls iron levels in hepatic cells
[2].
Hepcidin is the primary regulator of dietary iron absorption binding to the iron transport protein (ferroportin) in enterocytes, preventing the release of absorbed iron into circulation and inhibiting the systemic release of iron from recycled erythrocytes
[3]. Clinical manifestations of pathologic iron accumulation include liver disease, skin pigmentation, diabetes mellitus, erectile dysfunction, hypothyroidism, cardiac enlargement, and joint arthropathy
[1].
Majority of the patients affected by HH develop a characteristic arthropathy, described for the first time in 1964 by Schumacher
[4] in the metacarpophalangeal (MCP) and proximal interphalangeal (PIF) joints. This characteristic arthropathy can affect different joints; the most affected are the MCP and the ankle joints, followed by the knee and hip
[5].
Ankle arthropathy is found in 32–61% of HH patients. It can lead to foot pain during walking, soft tissue swelling, and impairment of range of motion (ROM) of the ankle
[4]. Furthermore, it is frequently the first presenting manifestation of the disease
[6].
Although ankle arthropathy in patients with HH is well documented in the rheumatology literature, the clinical course and impact of ankle arthropathy in patients with HH are still uncertain, and only a few studies have addressed this topic. Furthermore, there are no specific guidelines for management and treatment, particularly regarding the foot and ankle
[7][8].
2. Epidemiology
The homozygous mutations (C282Y) of the HFE gene are found almost exclusively in white individuals and lead to HFE-related HH (also known as type 1 HH)
[9][10].
The prevalence of HFE-related HH is similar in the United States, Europe, and Australia, with approximately 1 case in 200–400 persons
[11]. In Italy, the prevalence of the disease may differ between populations of northern origin (1 case in 500 inhabitants) and central-southern origin (less than one case in 2000 inhabitants)
[12].
Arthropathy and joint pain have been reported in between 28% and 81% of patients with HH
[13], with a slight prevalence in males
[14]. The average age of patients with initial joint symptoms is 45.8 ± 13.2 years
[15][16]; in particular, symptoms can occur before 30 years of age in men and after menopause in women (due to the protective effect of estrogen and to the iron loss during menstruation and pregnancy)
[17][18]. It was further estimated that about 16% of patients with joint involvement undergo joint replacement surgery
[15].
Although ankle joint involvement is described in about one out of two patients with HH, as reported by Hamilton et al.
[19], there are not many studies in the literature regarding ankle arthropathy in HH. This might suggest that involvement of this joint may be underrecognized in HH or have a late presentation
[20].
3. Physiopathology
Excess free iron, due to chronic systemic iron overload, could act as a catalyst to produce high levels of reactive oxygen species (ROS) and lead to oxidant-mediated cellular injury
[21][22].
Several studies demonstrate that impaired metabolism of iron is associated with bone mass decrease, osteopenia, and osteoporosis, leading to bone weakening, microarchitecture and biomechanical disorders, and an increased risk of fractures
[23][24][25].
How iron overload can lead to ankle arthropathy is not well delineated, but clinical studies suggest a direct link between iron overload and joint damage. The HFE gene may be acting as a modifier gene, perhaps influencing the pattern of joint involvement or the severity of the chondral damage. Camacho et al.
[26] demonstrated that HH is associated with an increased expression of genes related to cartilage degradation (in particular, ADAMTS and MMP-3
[27]) and further with an accelerated development of osteoarthritis (OA). Heiland et al.
[28] reported that hemosiderin, an intracellular iron complex, accumulates in the synovial tissue and commonly causes a low–moderate grade of synovitis.
Serum ferritin levels, which reflect the body’s iron stores, also correlate with the severity of subchondral arthropathy
[29]. In a 2-year longitudinal observational study, Kennish et al.
[30]. found a correlation between serum ferritin levels and a predicted higher risk of severe X-ray disease.
Furthermore, chondrocytes have been shown to express an abnormal HFE protein that leads to dysregulation and iron overload, generation of ROS, and increased apoptosis of chondrocytes
[20].
4. Clinical Presentation and Differential Diagnosis
Among patients with a diagnosis of HH, the most frequently reported symptoms are fatigue and joint pain. Joint pain appears early and, in some cases, can precede the diagnosis of HH by many years
[5][15]. Ankle arthropathy was found in 32–61% of HH patients. It can lead to foot pain during walking, soft tissue swelling, and impairment of range of motion (ROM) of the ankle
[5]. Schmid et al.
[31] described three Caucasian male patients who presented symmetric pain and swelling of the ankles, without a history of trauma; only one of these had a previous diagnosis of HH. Moreover, the presence of non-specific symptoms may delay the correct diagnosis or confuse it with other similar diseases of the ankle, such as rheumatoid arthritis (RA) and primary OA
[32].
HH ankle arthropathy differs from RA because arthritis is more common than synovitis, morning stiffness is not a frequent sign, and the arthropathy, degenerative rather than inflammatory, can lead to extensive joint destruction
[33][34]. In contrast with primary OA, the onset of HH ankle arthropathy may be early, and it can also appear in young patients. Moreover, the prevalence of primary ankle OA is lower and is usually secondary to trauma
[35][36]. Consequently, a correct differential diagnosis is necessary, and common symptoms in HH, such as hepatic fibrosis, diabetes, cardiac disease, and skin pigmentation, may be helpful to obtain a correct diagnosis. Different hematological diseases are associated with iron overload and arthropathy. The symptoms of degenerative arthropathy in HH are, like arthropathy, due to hemophilia or thalassemia
[37].
Malignant hematologic diseases can also develop joint manifestations; leukemic arthritis (LA) is a rare symptom and is characterized by inflamed, erythematous, tender joints, especially of the ankle. The most common presentation of LA is acute symmetric polyarthritis, mimicking rheumatoid arthritis; the pathogenesis is due to leukemic infiltration into synovial and peri-synovial tissues
[38].
Multiple myeloma arthritis is characterized by inflammatory arthritis with polymorphonuclear leukocytes in synovial fluid, without crystals and sometimes with amyloid infiltration
[39]. Also, in cryoglobulinemia, ankles are often affected, generally involving a mild, non-erosive oligo-arthritis, often exacerbated by exposure to cold
[39].
5. Imaging
Imaging has a central role in the diagnosis and treatment of ankle arthropathy. X-ray is the gold standard, while Magnetic Resonance Imaging (MRI) and Ultrasound (US) are used for the assessment of the surrounding soft tissue.
Standard radiographs of the ankle (antero-posterior and lateral views) are the gold-standard to evaluate structural alterations; bone erosion, joint space narrowing, subchondral sclerosis, and osteophytes are characteristic signs useful in classifying the severity of arthropathy. Ferric salts promote the formation and subsequent deposition of intra-articular calcium pyrophosphate (CPP) crystals
[7][40]; joint chondrocalcinosis and subchondral disease are common findings in HH arthropathy and are described in one-third of patients
[41][42]. The radiographic changes of the ankle joint are mostly like those of other idiopathic arthropathies (IA). Bone erosion is less frequent than in IA, while the presence of subchondral transparency, chondrocalcinosis, and CPP deposition is higher
[16][43][44].
US is used to confirm the inflammatory nature of the arthropathy. In these cases, signs of synovitis, tenosynovitis, and CPP crystal deposition are prominent, often even earlier than the clinical symptoms, underscoring a role of US in predicting deterioration and future clinical evolution
[45].
Advanced three-dimensional (3D) computed tomography (CT), and particularly MRI, can be used to provide a more accurate imaging of the number, location, and size of any points of cartilage damage. MRI also allows evaluation of soft tissue damage, synovial hyperplasia, and hemosiderin deposits
[46].
Frenzen et al.
[47] described heterogeneous inflammatory joint changes, such as erosions, bone marrow edema, and synovitis. Furthermore, they found these changes also in asymptomatic patients, showing that articular changes can be present in the absence of symptoms.
CT provides superior bone resolution and permits multiplanar and 3D reconstruction of data that is useful for assessment of the complex midfoot and hindfoot anatomy
[48][49]. For example, high-resolution peripheral quantitative computed tomography (HR-pQCT) can offer advantages over other imaging modalities in detecting fine bone details and cortical deterioration. Jandl et al.
[50]. described the use of HR-pQCT in 10 patients affected by HH, and they identified microstructural deterioration and volumetric bone mineralization deficits; specifically, they found pronounced cortical bone loss, with mineralization deficit, reflected by reduced cortical thickness and cortical bone mineral density.
6. Treatment
Iron overload is strictly associated with the development of arthropathy; thus, the first line of treatment is based on maintaining body iron homeostasis to prevent arthropathy
[22]. When arthropathy is already established, conservative or surgical treatment can be considered to slow down the progression of the disease and treat its symptoms.
It is important to emphasize that there is no one-size-fits-all treatment for all patients; several factors must be first evaluated before deciding whether to opt for surgical or conservative treatment, including the characteristics of the disease, the grade of osteoarthritis, ankle pain, functional status, the patient’s history, and hematologic status.
6.1. Conservative Treatment
There are no clinical guidelines for the management of ankle arthropathy, but a conservative approach should always be the first choice in treatment. Although the literature is scarce in studies concerning specific pharmacological or conservative treatments to prevent and treat ankle arthropathy in HH, listed below treatments widely used in HH-related ankle arthropathy. Nevertheless, there is little scientific evidence to support them
[35][51][52].
6.1.1. Intra-Articular Injections
Literature shows that intra-articular injections are tolerable and effective in ankle arthropathy and produce a rapid clinical improvement in terms of pain, stiffness, and satisfaction
[35][53].
- Hyaluronic acid (HA): one of the most-used substances. The mechanisms of action include anti-inflammatory and chondroprotection effects: HA reduces inflammatory cell migration, stimulates endogenous HA synthesis, and inhibits nociceptors and cartilage-degrading enzymes [51][54]. Sun et al., in their prospective case series of ankle OA followed up for 6 months, showed significant American Orthopaedic Foot and Ankle Society (AOFAS) scale score improvements using three HA intra-articular injections at 1-week intervals [55].
- Platelet-rich plasma (PRP): in the last few years, the application of PRP has become increasingly popular in orthopedic surgery [56][57]. PRP is used for acceleration of bone healing, prevention and treatment of soft-tissue and osseous infection, treatment of acute and chronic tendon or ligament injuries, and pain alleviation of osteoarthritic joints [58][59]. Recent studies have reported that platelet-rich plasma (PRP) therapy seems to be more effective than HA in reducing pain, improving range of motion, and delaying the indication for surgery [60][61][62].
- Corticosteroids (CSs): CSs have anti-inflammatory properties, but their use remains controversial. In fact, CSs also act to inhibit fibroblast proliferation and many protein expressions, causing damaging effects to the joint cartilage or to other structures, such as the plantar fascia [63]. Therefore, they should not be used, or they should be reserved for persistent pain in severe grades of OA, with a maximum of three or four injections a year [64].
6.1.2. Orthoses
Treatment with orthoses and shoe modifications was revealed to be effective in pain reduction by maintaining correct alignment, limiting ankle mobility, and reducing the mechanical load on the ankle [65]. The use of insoles instead remains controversial, and there are no studies confirming their effectiveness. Nevertheless, Tezcan et al. described in a clinical trial the effect of using a lateral wedge in the ankle joint width, finding no clinical deterioration [66]. In advanced cases, the use of a high-top boot, articulated or nonarticulated orthoses, and wedges are important to control pain, motion, and joint stability; they are also useful to postpone surgical approaches [67][68].
6.2. Surgical Treatment
Surgical treatment is usually the last option considered. It can include both arthroscopic and open approaches. Surgeons should choose surgical approaches when conservative treatment does not obtain clinical success. Many surgical strategies can be used.
- Arthroscopic technique: The arthroscopic approach is reserved for patients who do not respond to other treatments or have already developed early signs of OA [69]. It reduces pain and improves function in patients with clinical signs of anterior impingement and diffuse joint synovitis [51]. In addition, it has been used to associate debridement and synovectomy with arthroscopic bone-marrow-derived cell transplantation (BMDCT) to treat osteochondral lesions [70]. MBDCT includes the production and application of PRP to apply growth factors and a fibrin clot to improve biomaterial implantation and promote regeneration [71].
- Ankle arthrodesis (AA): AA is considered the most useful and successful treatment for end-stage OA (stages 3B and 4 in the Takakura–Tanaka Classification [72]) or after failure of conservative treatment for more than 6 months. It is preferred in young and active patients with high functional requirements. It can be performed either arthroscopically or through open access. Arthroscopic AA has several advantages compared to traditional techniques, including smaller skin incisions, less periosteal stripping, and less soft tissue damage. Two standard anterolateral and anteromedial portals are used, and there is a lower risk of infection [73][74]. Conventional open AA includes different approaches (lateral, anterior, and posterior) and different types of osteosynthesis [35]. The anterior method is performed through a dorsal incision between the tibialis anterior and extensor hallucis longus tendons. Despite being a less invasive approach, it allows good access to both the medial and lateral gutter, spares the fibula and, eventually, allows secondary conversion from AA into Total Ankle Arthroplasty (TAA) [35][37]. The lateral method also provides good surgical site visualization, but in this case, the fibula’s sacrifice is necessary. The posterior approach is the least utilized method; it can be useful in revision, particularly if anterior or lateral soft tissues are poor. The procedure is correctly performed when the ankle is fixed in neutral dorsiflexion, with 0–5° hindfoot valgus and 5–10° external rotation [37].
Types of fixations include screws, plates, retrograde nails, or external fixators [75].
Several studies have compared open and arthroscopic joint fusion; while they offer similar rates of nonunion and fusion times, hospitalization and recovery times strongly favor arthroscopic treatment, though these differences seem to even out after 1 year of follow-up [76].
In the literature, there are no specific studies on AA as a treatment for HH-related severe ankle arthropathy. This may be an interesting and effective solution for surgeons who want to treat young and active patients with this disease.
- Total ankle arthroplasty (TAA): This is an alternative solution to AA in selecting patients with severe OA. Current indications include patients with end-stage OA, sedentary lifestyles, the elderly (above 55 years at present), low functional requirements, and preserved joint mobility [77]. In the literature, there are only a few studies addressing TTA in HH-related ankle arthropathy.