. According to Poiseuille’s law, if resistance remains constant, a reduced pressure differential results in reduced flow
. However, it has been documented that patients with PAD (non-CLI) preserve both cutaneous microcirculation (flow)
at rest (). Thus, to satisfy Poiseuille’s law, there must be a reduction in the resistance of the post-occlusion network to maintain flow
. This may indicate a compensatory mechanism in the vascular network below an occlusion in PAD. A change in arteriole tone, and therefore resistance, could influence microcirculation characteristics and thus it is important to elucidate any compensatory mechanism(s) that may affect microcirculation to better understand plantar ulcer development in PAD.
Table 1. Basal cutaneous capillary perfusion and pressure are preserved in non-critical limb ischemia (CLI) peripheral artery disease (PAD) patients compared to controls. Level of Disease is based on the Rutherford and Fontaine classification systems, which classify the progression of PAD into four major categories: Stage I is asymptomatic, Stage II is characterized by intermittent claudication, Stage III is characterized by rest pain, and Stage IV is characterized by tissue loss and ischemic ulcer development.
Microvascular response to post-occlusive hyperemia (reactive hyperemia): Post-occlusive hyperemia is a well-accepted assessment to non-invasively evaluate vascular endothelial function, which is one of the major vasodilation mechanisms. Rossi et al. (2005) revealed a potential compensatory mechanism while examining reactive hyperemia in patients with PAD
[35][31]. A pneumatic cuff was applied to the upper thigh to induce acute ischemia of the peripheral tissue. Flow motion waveforms were decomposed into cardiac, respiratory, neurogenic, myogenic, and endothelial contributions
[35][31]. This study reported that neurogenic, myogenic, and endothelial spectral powers were significantly higher in PAD compared to healthy subjects at rest. It was also reported that cardiac spectral power was significantly reduced in PAD compared to healthy subjects. There was no significant difference in respiratory contribution or basal microcirculation blood flux. Following post-occlusion hyperemia, neither group demonstrated a significant increase in endothelial, myogenic, or neurogenic activity, but there was a significant increase in cardiac activity in both PAD and healthy subjects. There was no difference in peak hyperemia between groups, but there was a significant difference in the time to peak hyperemia and the time to recovery after peak hyperemia between PAD and healthy subjects
[35][31]. The previous study
[35][31] suggests a compensatory mechanism in the post-occlusion network employed to maintain perfusion in microcirculation. The decrease in cardiac contribution to flow motion can be explained by the nature of an occlusion. If the pulse wave generated by the heart during systole were to represent a signal generated by the heart, an occlusion would distort the cardiac signal via changes in hemodynamics
[35][31]. Thus, an occlusion would naturally downregulate the cardiac contribution to vasomotion. To compensate for the downregulation of cardiac contribution, the endothelium, smooth muscle, and nervous system activity are upregulated to maintain appropriate flow motion in the post-occlusion network. This compensatory mechanism is also supported by the findings regarding time to peak flux and recovery. Cardiac activity represents the highest-frequency contributor to flow motion
[37][33], thus any reduction in cardiac contribution would decrease the rate at which flow motion could change. Rossi et al. (2005) reported an increased time to peak hyperemia and recovery after hyperemia in subjects with PAD
[35][31], which likely indicates that low-frequency mechanisms of flow motion contribute more than high-frequency mechanisms of flow motion in PAD. Given that patients with PAD maintain normal flow characteristics in cutaneous microcirculation below an occlusion at rest
[24[20][21][24][29][30][31][32],
25,28,33,34,35,36], it can be inferred that the upregulation of endothelial, myogenic, and neurogenic activity
[35][31] is adequate enough to maintain flow below an occlusion at rest, despite a decreased pressure differential
[30,31][26][27].
Endothelial adaptations and the roles of hydrogen peroxide in vasodilation mechanisms: Endothelial-dependent vasodilation is positively coupled to blood pressure changes
[36][32] and altered shear stress
[38][34], so the increase in activation of endothelial cells observed by Rossi et al. (2005)
[35][31] appears contradictory, considering that blood pressure and flow is reduced below an occlusion
[30,31][26][27]. Although it is reported that capillary flow and filling pressure are preserved in PAD
[24,25,28,33,34,35,36][20][21][24][29][30][31][32], flow would be reduced in all downstream blood vessels from the occlusion to the capillary beds. Since shear stress is directly coupled to vessel diameter and blood velocity, any vessels below an occlusion, with reduced flow, would experience a reduction in shear stress, which would result in less nitric oxide (NO), a potent endothelial produced vasodilator (). Therefore, anywhere that a reduction in shear stress exists, there should be a decrease in the endothelial mediated NO contribution to vasodilation.
Figure 1. Illustration of the nitric oxide (NO)-mediated endothelial-mediated vasodilation pathway (black), the hypothesized disease population endothelial-dependent compensatory mechanism (blue), and endothelium-independent modulators of vasodilation (red). Image created with
BioRender.com.
A possible explanation for the increase in endothelial-dependent vasodilation despite decreased shear stress and blood pressure may be explained by a “vasodilatory agonist switch,” which represents the shift of endothelial mediated vasodilation from nitric oxide to the endothelial derived hyperpolarization factor (EDHF), hydrogen peroxide (H
2O
2)
[39][35] (). It has been suggested that in states of disease, such as PAD, H
2O
2 may become favored over NO to facilitate vasodilation
[39][35]. NO facilitates vasodilation by causing smooth muscle relaxation via calcium regulation, whereas H
2O
2 is capable of causing smooth muscle relaxation via hyperpolarization of the smooth muscle membrane
[40][36]. Stress may be able to stimulate the production of H
2O
2 in endothelial cells
[39][35]. This would provide an alternative route for the production of vasodilation agonists, independent of shear stress. It is likely that the tissues below an occlusion may be the main producers of inflammatory markers that increase the production of vasodilation agonists
[1]. While it is supported that patients with PAD have elevated markers of inflammation
[41][37], elevated H
2O
2 production is not directly coupled to PAD
[41][37]. It may be that an agonist switch only occurs in highly progressed stages of PAD. Given that H
2O
2 is pro-inflammatory, a positive feedback loop of inflammation would likely result from H
2O
2 becoming the main agonist of vasodilation
[39][35]. Whether inflammatory markers are capable of facilitating the production of NO is beyond the scope of this review.
NO-mediated vasodilation (black). The endothelial layer is stimulated by laminar shear stress and/or signaling molecules such as acetylcholine (ACh) and bradykinin. These stimuli induce an increase in intracellular calcium (Ca2+) within the endothelial cells. The increased [Ca2+] induces the activation of the calcium-dependent enzyme endothelial nitric oxide synthase (eNOS), resulting in the production of nitric oxide (NO). NO diffuses into the smooth muscle and binds to the receptor soluble guanylyl cyclase (sGC), which induces the accumulation of cyclic guanosine monophosphate (cGMP) from guanosine triphosphate (GTP). The accumulation of cGMP reduces intracellular [Ca2+] within the vascular smooth muscle cells and thus induces vasodilation.
Disease population compensatory mechanism (blue). In disease populations such as peripheral artery disease (PAD), it is hypothesized that the endothelial-derived hyperpolarization factor (EDHF) hydrogen peroxide (H2O2) may replace the NO-mediated vasodilatory pathway. Atherosclerotic occlusion or vascular dysfunction-mediated turbulent flow induces the formation of reactive oxygen species, specifically superoxide (O2•−). In addition, increased O2•− production is also thought to be partially mediated by eNOS uncoupling, a condition in which eNOS produces O2•− as opposed to NO. Dismutation by superoxide dismutase (SOD) or spontaneous dismutation occurs within the endothelial cell, in which O2•− and hydrogen ions produce H2O2. H2O2 diffuses into the vascular smooth muscle cell, which stimulates potassium (K+) channels, resulting in an efflux of K+ ions and resultant hyperpolarization of the vascular smooth muscle cells. This hyperpolarization results in a reduction in intracellular [Ca2+], which induces vasodilation.
Endothelium-independent modulators of vasodilation (red). Endothelium-independent mechanisms may also induce vascular smooth muscle relaxation. These pathways bypass the endothelium and include GTP → cGMP agonists such as sodium nitroprusside (SNP), Ca2+ channel blockers, K+ channel modulators, etc. The accumulation of cGMP from GTP will reduce intracellular [Ca2+] in the vascular smooth muscle cell, thus inducing vascular smooth muscle relaxation.
Vasodilation responses to heating: Local heating applications are another way to examine the reactivity of cutaneous microcirculation. Parshakov et al. (2016) examined the reactivity of PAD cutaneous microcirculation to local heating
[3]. Temperature flux waveforms on the plantar surface of the great toe, isolating endothelial, myogenic, and neurogenic contributions to the local heating response were assessed
[3]. Previous works have demonstrated a positive correlation between temperature waveforms and blood flow waveforms in the frequency domains related to endothelial, myogenic, and neurogenic activity
[42][38]. Parshakov et al. reported that during heating, the relative contributions of the endothelium, smooth muscle, and nervous system were downregulated in PAD compared to healthy controls
[3].
These findings initially seem contradictory to the work of Rossi et al. (2005), which demonstrated an upregulation of endothelial, myogenic, and neurogenic activity in PAD
[35][31], but on further analysis, these findings are complementary. These findings can be explained by the operation limits of living organisms, which suggest that the variability of vasomotion has an upper and lower bound, between which it operates to maintain vascular homeostasis. If the mechanisms responsible for vasodilation reside at an elevated steady state
[35][31], the maximum potential for vasodilation would be reduced because the system would continue to operate under the original physiological limits. If the potential to respond to a stimulus is attenuated, this would present as a downregulated response when a stimulus is imposed on the system. Therefore, the attenuated vascular reactivity to a heating stimulus observed by Parshakov et al.
[3] seems to be explained by the elevated vasodilator steady state documented by Rossi et al.
[35][31].
Receptor mediated vasodilation responses: Acetylcholine (Ach), a muscarinic receptor agonist, is considered to be an endothelial-dependent vasodilator, and sodium nitroprusside (SNP), an NO donor, is considered to be an endothelial-independent vasodilator (smooth muscle function)
[40][36]. Thus, these two receptor agonists for endothelial-dependent and -independent vasodilation may elucidate the health of both the endothelium and smooth muscle. In two separate experiments, Rossi et al. (2002, 2005) examined maximal vasodilation in cutaneous microcirculation below an occlusion in patients with PAD via pharmacological-mediated vasodilation
[34,35][30][31]. Through multistage vasodilation, it was found in both experiments that at mid to high stages, the vasodilatory response was significantly attenuated in PAD compared to healthy controls with both Ach and SNP administration
[34,35][30][31]. The function representing the vasodilatory response to Ach administration resembled the upper end of a sigmoidal curve in the PAD group, indicating a limit, but increased without bound in the healthy controls. Limits were not clearly visible in the vasodilatory response to progressive SNP administration
[34,35][30][31].
These results
[34,35][30][31] further complement the notion of compensatory mechanisms existing below an occlusion in PAD. It was previously mentioned that patients with PAD exhibit a blunted response to local heating
[3] and this was interpreted as a relationship between physiological limits and an elevated steady state
[35][31], rather than damage to the vasodilatory mechanisms themselves. This reasoning can also be applied to the PAD vasodilatory response to the administration of Ach and SNP. In both experiments by Rossi et al. (2002, 2005), the PAD group achieved clear vasodilation limits, while control subjects did not demonstrate a vasodilatory limit
[34,35][30][31]. Rather than attribute the observed limits
[34,35][30][31] to endothelial dysfunction, this review suggests that these limits may indicate the interaction between an elevated resting vasodilation steady state and a constant physiological limit.
Blood flow and venous filling pressure are preserved in cutaneous microcirculation in patients with PAD
[24,25,28,33,34,35,36][20][21][24][29][30][31][32]. In order to satisfy Poiseuille’s law, resistance below an occlusion must decrease to maintain flow in the wake of a decreased pressure differential
[32][28]. A potential mechanism, which may lead to reduced resistance in the circulatory network below an occlusion, may be increased arteriole vasodilation. This review suggests that the increase in vasodilation steady state
[35][31], limits to relative vasodilatory responses
[34[30][31],
35], and the preservation of cutaneous microcirculation blood flow
[24,25,28,33,34,35,36][20][21][24][29][30][31][32] and venous filling pressure
[28][24] are indicative of a compensation mechanism for which vasodilation is increased below an occlusion to decrease resistance and satisfy Poiseuille’s law
[32][28]. In addition to this evidence, it has been observed that arterioles in patients with PAD, suffering from critical limb ischemia (CLI), are near maximally dilated at rest
[43][39]. This may suggest a progressive compensation mechanism for which the vasodilation steady state below an occlusion is gradually upregulated in parallel to the progressive narrowing of the upstream occlusion, resulting in elevated dilation at rest. Developing an understanding of a compensatory mechanism, where basal arteriole tone in microcirculation is progressively shifted towards dilation, could be important for elucidating the progression of plantar foot ulcers in PAD ().
Figure 2. A proposed mechanism for progressive tissue ischemia below an occlusion in peripheral artery disease (PAD). The progressive narrowing of the conduit arteries and the reduced reactivity of arterioles, due to plaque development, may lead to ischemia-related, plantar ulcers and subsequent amputation.