Introduction

Due to new evidence, antimalarials (AM) have experienced a renaissance in the treatment of Lupus erythematosus (SLE) and are also used in the treatment of other rheumatic diseases. They have a protective effect on the frequency of disease episodes and organ damage caused by SLE, a good effect on cutaneous manifestations of LE, among other things, and lead to a reduction of cardiovascular events and mortality. Hydroxychloroquine (HCQ) is therefore recommended in the treatment of all SLE patients on a permanent basis [1]. In the treatment of rheumatoid arthritis (RA), the use of HCQ is an option in combination with methotrexate and sulfasalazine for a guideline-based therapeutic strategy [2]. Recent EULAR recommendations name HCQ as a therapeutic option that can be considered for treating patients with primary Sjögren’s syndrome or antiphospholipid syndrome under certain circumstances [3, 4]. However, the two latter indications have so far not been approved in Germany. AM are usually well-tolerated and rarely lead to severe unwanted effects. If they do appear though, it is important to identify them at an early stage. AM-induced retinopathy is most feared as it can lead to blindness in rare cases. Advances in ophthalmology have revealed new possibilities for early diagnosis. Yet, there are myopathies and cardiomyopathies as well as other rare and unwanted effects that can be observed under AM therapy. It can be difficult to correctly associate and diagnose them. The importance of AM in rheumatology and the new findings on early diagnoses of the toxicity of these drugs called for updated evidence-based recommendations on the safety management in AM treatment.

Methods

A systematic literature review of the Medline (PubMed) and Cochrane databases identified 1160 studies on the safety of AM therapy in rheumatology. In addition, a manual search was carried out. 67 particularly relevant publications were analyzed in more detail by measuring case numbers, their relevance for the issues in question and the methodical quality. The analyzed publications were prospective randomized studies on therapeutic questions (to study safety evaluations), prospective monitoring studies, retrospective case control studies, database analyses as well as systematic reviews. Case reports on rare unwanted events were listed and—in certain cases, such as AM-induced nephropathy—also analyzed in detail (see tabular list in the supplement). They were used for finding consensus-based recommendations in an interdisciplinary group of experts of the Deutsche Gesellschaft für Rheumatologie (DGRh, German Association for Rheumatology) in cooperation with the Deutsche Ophthalmologische Gesellschaft (DOG, German Ophthalmological Association). The levels of recommendation were systematically assigned in accordance with the 2009 procedures of the Oxford Centre for Evidence-Based Medicine in agreement with the authors. Every decision was unanimous during the consensus process.

Details on the systematic literature review with the PICO question, research criteria as well as a comprehensive reference list can be found in the supplement (www.springerlink.com).

Results

Ocular screening for retinopathy

HCQ and chloroquine (CQ) can be retinotoxic; the risk depends on how much and how long the medication is taken. In case of HCQ, the risk is much better assessed than in the case of CQ [5]. With an HCQ uptake of less than 5 mg per kg of the patient’s body weight per day, the retinopathy risk is defined as characteristic alterations shown in automated perimetry and/or optical coherence tomography (OCT). It ranges from <1% during the first 5 years of treatment to <2% in the first 10 years of treatment and can rise up to ca. 10 to 20% after 20 years of treatment [5,6,7,8,9]. The risk of worsening conditions within one year after being diagnosed and discontinuing medication is below 1% in the first 10 years and at ca. 4% after 20 years [5]. Retinopathy, hence, is irreversible and may progress even after discontinuing the medication. However, it rarely leads to blindness. There are additional risk factors for developing retinopathy apart from the duration of the drug uptake [5,6,7,8]: 1. doses of HCQ of >5 mg/kg body weight/day; 2. functional renal disorders with a GFR of <60 ml/min; 3. adjuvant tamoxifen therapy; 4. significant central photoreceptor damage (maculopathy) before staring treatment; 5. CQ-treatment [8, 9].

It is the aim of the ocular screening to detect retinopathy before it causes functionally relevant damage or before changes in the fundus are traceable in fundoscopy, such as the typical bulls-eye retinopathy. A basic ophthalmological check is recommended within the first 6 months of AM treatment to detect possible pre-existing modifications of the retina. Patients showing any of the risk factors mentioned above should then further undergo ophthalmological check-ups on a yearly basis right from the start. Patients without any risk factors should start these after 5 years of treatment as developing an HCQ-induced retinopathy earlier is very unlikely due to the insufficiently cumulative dosage (Fig. 1). If the situation changes within the first 5 years, e.g. if a tamoxifen therapy is started or a significant renal insufficiency manifests, check-ups should be done every year.

Fig. 1
figure 1

Procedure to determine the frequency of retinopathy screenings. Retinopathy screenings always comprise an appropriate subjective and an objective method (usually automated perimetry and OCT). OCT ocular coherence tomography, GFR glomerular filtration rate, HCQ hydroxychloroquine, CQ chloroquine

The ophthalmological examinations (basic and check-up) should comprise at least one appropriate subjective and one objective method respectively apart from a fundus examination with imaging. Appropriate methods are automated perimetry tests (10 degrees in diameter, 2 degrees of distance = 10‑2; for patients of Asian origin 24‑2 or 30-2) as subjective methods [12, 13] and OCT [13,14,15,16,17,18], multifocal electroretinographies (mf-ERG) [13, 19,20,21] or fundus autofluorescence (FAF) [22] as objective methods. The authors believe the OCT to be the most available objective method that will be used most frequently in practice.

Inappropriate retinopathy screening methods are sole fundus examinations with or without imaging, fluorescein angiography, full-field ERG, color vision tests or electro-oculography (EOG), as they are unable to detect early modifications—only advanced modifications at best [13].

Findings that are characteristic for AM retinopathy are listed in Table 1. If there are only little or questionable indications for the disease, monitored treatment can be continued after 6–12 months as progression is slow. Pathological findings from automated perimetry or mfERG should be checked and confirmed after 4–6 weeks. Examinations on a more frequent basis than every 6 months, however, are not useful. Whether to discontinue AM treatment or not, hence needs to be decided by ophthalmologists and rheumatologists together. An additional check of the findings at a specialized ophthalmological center can then also be taken into consideration.

Table 1 Interdisciplinary recommendations on the safety management of AM treatment in rheumatology

The recommendations on the frequency and methods of ocular screenings mentioned above are in accordance with the ones provided by the US-American as well as the British ophthalmological associations [23, 24].

AM selection and dosage

AM treatment with HCQ in rheumatology is recommended with a maximum uptake of 5 mg/kg body weight (actual weight) as the risk of developing retinopathy considerably increases with higher doses, as described above [5, 8]. The optimum weight does not apply. CQ shall only be administered in exceptional cases as there are clear indications for a higher rate of retinopathies and of cardiac and muscular side effects [25, 26] in comparison to HCQ treatment [10, 11]. There is the assumption that CQ might be more toxic as the administered doses are relatively too high. Therefore, a limit of ≤2.3 mg/kg body weight per day for a safe CQ uptake was determined [23] which only derives from extrapolation of pharmacodynamic data in comparison with toxic doses of hydroxychloroquine. It is also unclear if this dose would have any therapeutic effect. There is much more data available on HCQ, in particular on safety, which is why the authors refrain from recommending the use of CQ in rheumatology. CQ is no longer sold in Germany so that prescriptions would have to be done via pharmacies abroad anyway.

Readjustment of doses for patients with renal insufficiency

Renal drug excretion applies for about 40–50% of AM and renal insufficiency with an estimated GFR of <60 ml/min is a retinopathy risk factor [5, 8]. Pharmacological measurements, nevertheless, yield contradictory results on the impact of the renal function on blood levels of HCQ [27, 28]. A retrospective cohort study of a US renal database (USRDS-Renal Data System) identified 2048 patients suffering from end-stage renal insufficiency that were given HCQ [29]. The medium HCQ dose was 321 mg (between 58–2000 mg). This shows that there was no dose readjustment in cases of end-stage renal insufficiency. There is no data available on whether the HCQ uptake needs to be stopped in case of advanced renal insufficiency. Considering the fact that the administration of HCQ is of particular importance for patients suffering from SLE and renal dysfunctions, the consensus group recommends a readjustment of HCQ doses only for a GFR of <30 ml/min by administering a maximum of 3 mg/kg body weight. For a patient with a weight of 63 kg this would mean a dose of 200 mg HCQ/d. The dosage can even be continued during hemodialysis. If the HCQ dosage does not exceed 200 mg/d, the drug should be given as intermittent administration (e.g. 3 × per week), so that the medium daily uptake corresponds with the target dose.

Nephrotoxicity

Nephrotoxicity is a very rare complication in AM therapy only described in single case reports (supplement). Patients mostly develop a progressive renal dysfunction after several years of medication. Renal biopsies show phospholipid accumulations in the glomeruli. These modifications are difficult to distinguish from the ones occurring under Morbus Fabry, which is why renal AM damage can easily be confused with Morbus Fabry. The renal function can improve again after stopping treatment in case of AM nephropathy.

Myopathies

Myopathies were described in some single case report and in two prospective cohort studies [30, 31]. While one of the studies only reported one case (with CQ-therapy) out of 350 patients monitored over 8 years’ time [30], the other study revealed this complication occurring in 22 out of 119 patients [31]. 93% of these patients were administered CQ and only a few were given HCQ. Patients were diagnosed on average after 40 months (span: 6 to 192 months) after beginning treatment. All of the 22 patients had persistently increased muscle enzymes in their blood tests; 19 of the 22 (86%) showed increased lactate dehydrogenase (LDH), 7 of the 22 (32%) increased creatine kinase (CK) as well as 3 of the 22 (14%) increased aldolase levels. 8 patients suffered from muscle weakness, and only in these cases the electromyogram (EMG) showed myopathy patterns. 15 of the 22 cases are histologically proven. Optical microscopy showed pathological findings in only 3 of the 15 patients, but an electron microscopic examination revealed very characteristic vacuoles (“myeloid and curvelinear bodies”) in the muscles of all patients. All symptomatic patients improved their conditions during the study after stopping the therapy. Single case reports with advanced AM-induced myopathies leading to death can, however, also be found in literature (case reports, see supplement).

The frequency of clinically manifest myopathies under an adequate HCQ dose is hence unknown; this type of complication is probably extremely rare.

The authors of this recommendation consider it advisable to determine CK and LDH as a myopathy screening (as well as for cardiomyopathies, see below) before starting the treatment and then repeat the test in an interval of ca. 3 to 6 months. If need be, aldolase may also be screened in serum. An EMG screening is appropriate in case of muscle weakness. Muscle biopsies with an electro microscopic examination of the biopsy material are considered the gold standard in diagnostics. The recommended diagnostic procedures are described in Table 3.

Neurological and psychiatric toxicity

A systematic review was used to describe 7 cases of psychoses [32], which mostly occurred, however, in combination with prednisolone and almost all (7 of 8) under CQ uptake. Manifestation was independent of the duration of the administration (span of 5 days to 8 years after starting AM therapy); all of them were reversible. Additionally, polyneuropathies were described in a total of 7 cases; these also occurred under CQ uptake and independently of the duration, all reversible after stopping therapy (case reports, see supplement).

In accordance with expert information, HCQ reduces the seizure threshold and can weaken the effects of an anti-convulsive therapy. There are no publications to be found on this. Furthermore, due to weakening the effects of neostigmine or pyridostigmine, HCQ is supposed to interact in myasthenia gravis therapy. In cases of patients suffering from cerebral seizures or myasthenia, AM treatment must therefore be coordinated with the attending neurologist.

Impairments of the hearing

Impairments of the hearing were described in a pharmacovigilance data base analysis for the cases of 61 AM patients, out of which 33 received HCQ therapy [33]. 8% showed a hearing reduction, 23% a loss of hearing and 24% suffered from tinnitus. It was, however, only in 5% of the patients that a correlation with AM medication was considered probable. This presumed toxicity occurred independently from the duration of uptake and was reversible in 59 of the 61 patients after discontinuing the medication.

Cardiomyopathies and other unwanted cardiac effects

AM cardiotoxicity is rare, but potentially dangerous. Paramount in this respect are possible disturbances of conduction or cardiomyopathies, that originate from phospholipid accumulations in the muscle tissue just as in case of myopathies. This results in myocardial hypertrophy with conduction disturbances and, possibly, indications of a cardiac insufficiency.

A recent meta-analysis of 127 cases showed that conduction disturbances, AV, left or right bundle branch or complete heart block in particular, were the most frequent cardiac toxicity in 85% of all patients with unwanted cardiac effects [25]. These occurred on average after 7 years, but with a wide variability (3 days to 35 years). 60% of the patients were given CQ and 40% HCQ. Only for 27% cardiac insufficiency was the main clinical symptom. After stopping medication, symptoms improved in 45%, 13% showed irreversible damage of the heart and 13% died of it.

It is not certain if disturbances of the conduction of the heart can also be measured in large numbers without cardiomyopathy under HCQ therapy following the recommendations. A cross-sectional study examined 85 patients with an average HCQ uptake of 40 months and without showing clinical signs of a cardiomyopathy by means of an electrocardiogram (ECG) [34]. 3 cases (3.6%) were identified with branch-block pictures; there was no difference in the rate from what was expected for the normal population. This is in contrast to an older examination in which the rate of cardiac conduction disturbances was at 17.5%, but patients had mostly received CQ [35].

According to expert information, hydroxychloroquine can extend the QT interval and should hence not be administered with other drugs causing cardiac dysrhythmia, such as amiodarone and moxifloxacin.

The manifestation of an AM-induced cardiomyopathy has recently been described in very detail by an analysis of all 8 cases of a large lupus center [26]. 6 of the 8 patients had received HCQ and only 2 of them were given CQ. The medium AM therapy duration was 22 years (span: 9–45). All of the 8 patients showed increased troponin I levels, 7 showed either increased CK or brain natriuretic peptide (BNP) levels respectively and in only 6 of the 8 patients the ECG revealed pathological findings, then with block pictures. In case of all of the patients, a ventricular hypertrophy was detected in the ECG. The diagnosis of 3 of the 8 patients was confirmed by myocardial biopsy with an electron microscopic examination. Accumulations of myeloid cells were detected, i.e. the same findings that appear in biopsy material of the skeletal muscles in cases of AM myopathy. The 5 patients without histological confirmations had cardiac MRIs showing typical findings of a ventricular hypertrophy with or without atrial enlargement as well as a late gadolinium accumulation with a non-vascular image. The findings are assumed to be typical for AM cardiomyopathies.

With respect to the data described above, the authors recommend determining CK (and LDH) in serum as cardiomyopathy (and myopathy, see above) screenings before starting therapy and then ca. every 3 months. Additional cardiac biomarkers such as troponin I or BNP can be determined in serum if necessary. In cases of suspected cardiomyopathy or arrhythmia, in particular, patients should additionally get an ECG and cardiac imaging, ideally a cardiac MRI. Myocardial biopsies with electron microscopic examinations of the biopsy material are considered the gold standard for diagnosing (diagnostic procedures see Table 3).

Hyperpigmentation and other skin reactions

A cross-sectional study including 41 patients that had taken HCQ and got an intensive dermatological examination revealed 12 cases of hyperpigmentation of the skin; these occurred most frequently on the lower extremities, but also on the face and the palate [36]. The medium duration of HCQ uptake was 32 months. The uptake of oral anticoagulants and thrombocyte aggregation inhibitors were predictors of this type of complication, and some of the patients had ecchymoses caused by micro traumas beforehand. Dyspigmentations as well as allergic skin rash, even exfoliative dermatitis, were also found in different retrospective studies on AM therapy (see supplement). It is unknown whether the hyperpigmentations are reversible after stopping the medication.

AM safety during pregnancy and breast feeding

Congenital malformations are no more frequent under hydroxychloroquine than among the normal populations. Several cohort studies monitoring mothers and their children, of whom the mothers were administered the recommended AM dose during pregnancy and breast feeding, showed that neither ocular or auricular damage nor malformations of the eyes and ears could be detected in the fetuses or infants [37,38,39]. Therefore, HCQ therapy can be continued during pregnancy and breast feeding. The benefits of continuing HCQ therapies during pregnancy in cases of SLE have been proven several times; hence, the authors strongly recommend this for SLE patients.

Other precautions

Glucose 6 phosphate dehydrogenase deficiency is a contraindication of AM therapy according to expert information. Hydroxychloroquine can, in addition, supposedly enhance the effectiveness of medications reducing blood sugar levels, which may then lead to severe hypoglycemia. A reduction of insulin or other antidiabetics may therefore become necessary. Expert information speaks of an increase in the effect of cyclosporine A. The importance in practice and the extent of the interaction, however, are unknown. There are still a number of further interactions mentioned in the expert information that are mostly associated with groups of drugs that are rarely administered today. In doubt, physicians should seek advice in the expert information and take it into account.

Hydroxychloroquine is not an immunosuppressant drug, which is why there are no contraindications or specific warnings with regard to live vaccines [40]. Inactivated vaccines show no restrictions in effectiveness.

Discussion

The present work aims at giving practical recommendations on AM therapy management to guarantee the highest safety standards possible without compromising the benefits of AM use. The rare cases of cardiomyopathies, for instance, caused by AM have to be regarded in the context of a clear reduction in the frequency of severe cardiovascular events due to AM in the same group of patients. Still, it is important to stay attentive and purposeful to decrease the rate of complications and to be able to make early diagnoses.

We worked with a systematic literature review and used an interdisciplinary consensus process to set up these recommendations, including rheumatologists, ophthalmologists and methodologists.

First of all, we found it remarkable that literature hardly describes any absolute contraindications for starting a new AM therapy; the administration of HCQ, for example, can even be continued in reduced doses in cases of advanced renal insufficiency. There are no invariable characteristics in patients, except a pre-existing glucose 6 phospatase deficiency, that would prohibit therapeutic treatment under the corresponding indication; although, special attention needs to be paid to certain comorbidities. It was possible to furthermore develop strategies to reduce the risk of AM-induced retinopathy; i.e. choosing HCQ as the only recommended AM drug as CQ practically always showed considerably higher rates of toxicities compared with HCQ, and limiting HCQ doses to a maximum of 5 mg/kgKG per day allowing to clearly reduce retinopathies in comparison with higher doses. This recommendation particularly applies for patients between 65 and 80 kg body weight as they would have received 400 mg HCQ/d, but who are now administered 200 mg and 400 mg alternately (doses rounded down).

The recommendations of risk stratifications for deciding whether to have patients undergo a yearly ophthalmological check-up from the beginning of therapy or only after 5 years of uptake are also new. These recommendations are in accordance with the recently published British and US-American [23, 24] ophthalmological ones. The reason for risk stratification is that patients not carrying any risk factors extremely rarely develop retinopathies within the first 5 years of therapy [5, 8]. After 5 years, however, to meet the recommendations, the ophthalmological screenings then need to be technically much more extensive than that used to be the case.

The aim of the ophthalmological examinations is to recognize AM retinopathies before they cause functionally relevant damage. Therefore, using one subjective and one objective examination method is appropriate. Usually, an automated perimetry test is used as a subjective method. As for the objective one, there are several possibilities; the optical coherence tomography (OCT) surely is the most practicable one for ophthalmologists and most frequently available. Yet, OCT is not an obligatory part of the statutory health care services for this indication. Methods unable to detect early modifications should not be used. This updated recommendation hence also leads to the fact that only ophthalmologists having the respective equipment at their disposal should do these examinations.

Table 2 lists findings indicating AM-induced retinopathy for all recommended methods of retinopathy screenings. This is meant to facilitate and standardize making the decision whether to stop AM therapy or not. As important as it is to comply with treatment safety standards, it is also important to avoid an unfounded end to AM therapy. The decision whether to stop AM therapy should therefore only be made by an ophthalmologist and a rheumatologist together. If need be, a cross-check of the ophthalmological findings by a specialized center should be taken into consideration.

Table 2 Recommended ophthalmological examination methods for retinopathy screenings under AM treatment and findings suspecting AM retinopathy

AM-induced retinopathy is rare, but still it is a much feared complication in AM therapy. The screening for other organ toxicities, in particular for cardiomyopathies and myopathies, is much less complicated, also due to the extraordinary rareness of these complications. In contrast to retinopathy, these manifestations are mostly reversible after discontinuing AM therapy (see Table 3), although they are definitely dangerous at an advanced stage. We recommend getting tested in an interval of ca. 3 to 6 months of CK and LDH in serum as a basal screening for AM-induced myopathies. The use of cardiac biomarkers in serum, such as BNP or troponin, as well as ECG examinations or cardiac imaging should be taken into consideration depending on the situation. Within the small number of cases with indications of AM-induced myopathies, the EMG revealed pathological findings that need confirmation by biopsies in cases of muscle weakness. Myocardial and muscle biopsies, considered the gold standard in diagnostics, will only become necessary in very few cases. It is particularly important to sharpen the physicians’ eyes and draw their attention to potential guiding symptoms and findings of organ toxicities in AM therapy. Procedures to detect guiding findings in case of cardiomyo- and myopathies are listed in Table 3.

Table 3 Guiding symptoms, findings and recommended diagnostic procedures for diagnosing AM-induced myo- and cardiomyopathies

To sum up, we can state that AM therapy—today more than ever—has become an important part of therapy in rheumatology, especially with views to SLE. The treatment on the whole is safe and toxicities are very rare. The new recommendations are meant to help continuously reduce the risk of unwanted effects and to detect retinopathies as well as other unwanted effects as early as possible.