PSN Library Files

Anticholinesterases in Post-Polio

Anticholinesterases in Post-Poliomyelitis Syndromea Daria A. Trojan and Neil R. Cashman

Department of Neurology

Montreal Neurological Institute and Hospital

McGill University

3801 University Street

Montreal, Quebec, H3A 2B4, Canada

Reprinted from The Post-Polio Syndrome: Advances in the Pathogenesis and Treatment Volume 753 of the Annals of the New York Academy of Sciences

May 25, 1995

Lincolnshire Post-Polio Library copy by kind permission of Dr. Trojan

a This work was supported in part by the Fonds de la recherche en santé du Québec, the Québec March of Dimes and the Association Polio Québec.

New weakness, fatigue, and pain after decades of functional stability in those who have recovered from acute paralytic poliomyelitis constitutes post-poliomyelitis syndrome (PPS).[1-7] The cause of PPS is unknown, but it is thought to be due to a distal degeneration of enlarged post-polio motor units produced by terminal axonal sprouting during the recovery process after acute polio.[8,9] The symptoms of weakness and fatigue may be a direct result of this distal motor unit degeneration;[2,7-13] however, it is presently unclear how pain relates to disease of the motor unit. PPS is a slowly progressive motor neuron disease for which there is currently no specific treatment.[4]

FATIGUE IN POST-POLIOMYELITIS SYNDROME

The symptom of fatigue in PPS is common, occurring in 59 to 89% of patients with new symptoms,[1-3, 14] and is attributable to a wide variety of etiologies. It may be the most disabling symptom for patients. In PPS, patient complaints seem to suggest both a central fatigue and a peripheral fatigue.[15] Symptoms

which suggest a central fatigue include complaints of difficulties in concentration and memory, or an increased sleep requirement. Some proposed central causes of fatigue include chronic pain, “type A” behavior, depression, dysfunction of the reticular activating system, sleep disorders, and respiratory dysfunction.[16-19] Complaints of decreased muscular endurance, or muscle fatigability (defined as

increased weakness on exertion improving with rest) are suggestive of a peripheral fatigue. Proposed etiologies of peripheral fatigue include metabolic exhaustion of massively sprouted motor units, neuromuscular junction transmission defects, and overuse myopathy.[2,20-23] A recent study showed that symptoms of generalized fatigue are as common in PPS patients as in normal controls, whereas symptoms

attributable to muscle fatigability are significantly more common in those with PPS.[24] Therefore, a peripheral fatigue may be specific for PPS, and central fatigue symptoms may occur as a result of the peripheral fatigue.

Muscle fatigability observed in PPS is similar to that seen in patients with myasthenia gravis (MG) and amyotrophic lateral sclerosis (ALS), and may be due to neuromuscular junction transmission defects. Electrophysiological evidence for neuromuscular junction transmission defects (decrement on repetitive stimulation, and increased jitter on single fiber electromyography; SFEMG) is observed in patients with MG,[25,26] ALS,[27-30] and antecedent poliomyelitis.[8,9,11,31] In MG, the neuromuscular defect is postsynaptic and occurs secondary to autoimmune destruction or blocking of muscle acetylcholine receptors.[25] In ALS and PPS, the defect is believed to be presynaptic, probably secondary to ineffective conduction along immature axonal sprouts, or to limitations in quantal number or content of acetylcholine vesicles at motor nerve terminals.[8,9,12,28-34] The oral anticholinesterase pyridostigmine, which prolongs the survival of acetylcholine at the neuromuscular junction, is useful in the treatment of muscle fatigability in MG and ALS. Because of the similar clinical and electrophysiological findings in PPS and other diseases with established neuromuscular junction pathology, anticholinesterases may be useful in the treatment of post-poliomyelitis fatigue and muscle fatigability.

RESPONSE OF SINGLE FIBER ELECTROMYOGRAPHY

ABNORMALITIES IN PPS TO EDROPHONIUM

We studied the effect of the intravenous, short-acting anticholinesterase edrophonium on neuromuscular junction transmission in 17 patients with PPS.[12] No patient had concurrent medical or neurological disorders which could have interfered with the interpretation of electrophysiological testing or could be a cause of fatigue. The technique of stimulation SFEMG (S-SFEMG) was used to evaluate the neuromuscular junction in all patients. This technique allows the evaluation of the neuromuscular junction of only one muscle fiber and obviates the need for patient voluntary effort required in conventional SFEMG.[35] Like conventional SFEMG,[36] S-SFEMG allows the computation of jitter, a measure of neuromuscular junction transmission adequacy.

We performed an edrophonium test in the 17 PPS patients while recording jitter in one muscle fiber by S SFEMG. Muscles selected (the quadriceps in 12 and the extensor digitorum communis in 5 patients) had been previously affected by acute paralytic poliomyelitis, were present in an extremity where the patient

reported new muscle fatigability, and had evidence for neuromuscular junction transmission defects by conventional SFEMG. The muscle fibers selected for the edrophonium test had elevated jitter. Axonal stimulation was performed continuously at a frequency of 10 Hz during the entire period of the test. Once a suitable fiber was located in each patient, jitter measurements were obtained every 30 s for at least 3.5 min. Edrophonium (2.0 mg i.v., followed by 8.0 mg in 2 min) was then injected, and jitter was measured at the time of injection and every 30 s thereafter for at least 3.5 min. All jitter measurements obtained up to 300 s before edrophonium injection and between 30 and 300 s after edrophonium injection were used in further analyses.

We found that neuromuscular junction transmission as measured by jitter on S-SFEMG improved in a proportion of patients who underwent the edrophonium test. An example of the amelioration in jitter with edrophonium is illustrated in FIGURE 1. Mean jitter pre- and post-edrophonium was compared with the unpaired t test. Mean jitter significantly declined in 7 patients (p < 0.05), was unchanged in 8 patients, and was significantly increased in 2 patients. Edrophonium-induced increased jitter has been described in MG; however, the significance of this phenomenon is unknown.[26] The finding of decreased jitter with edrophonium was not associated with pre-edrophonium jitter values, and thus the severity of the

neuromuscular junction defect (unpaired t test, p > 0.05). The clinical characteristics of edrophonium responders and nonresponders were compared with Fisher’s exact test and Mann-Whitney U test. We found no significant differences between edrophonium responders and nonresponders in terms of age at evaluation, sex, age at acute poliomyelitis, acute poliomyelitis severity score (as measured on a 0 to 6 scale with one point being given for involvement of each of four extremities, one point for speech/swallowing dysfunction, and one point for respiratory involvement), duration of new symptoms, presence of weakness and pain, pretreatment fatigue scores (measured on a subjective 0 to 4 Hare fatigue scale[37]), and modified Klingman mobility scores[38] (measured on a 0 to 6 scale where 0 represents no ambulatory difficulties, 1 is mild ambulatory difficulties without need for braces, 2 is moderate ambulatory difficulties with need for braces, 3 is severe ambulatory difficulties with need for braces and a wheelchair for longer distances, 4 is nonambulatory and wheelchair bound [manual], 5 is nonambulatory and wheelchair bound [electric], and 6 is bedridden). Thus, there were no apparent distinguishing clinical and electrophysiological features of the edrophonium responders as compared to the nonresponders in our sample of patients.

FIGURE 1 Graph

FIGURE 1. Pre- and post-edrophonium jitter as assessed by S-SFEMG in the

quadriceps muscle of a pyridostigmine responder. The upper panels illustrate

raw data; jitter is automatically computed as the mean consecutive difference

between the stimulation artifact (single arrows) and the unstable muscle fiber

potential (double arrows) in 50 superimposed stimulations. The lower panels

illustrate jitter recorded every 30 s for 3.5 min before and after injection of

edrophonium 10 mg i.v. This patient had a significant reduction in jitter

(unpaired t test, p < 0.05) with edrophonium in the studied potential.(From

Trojan et al.[12] Reprinted with permission from the Journal of the

Neurological Sciences.)

RESPONSE OF FATIGUE IN PPS TO PYRIDOSTIGMINE

After completion of the edrophonium test, we evaluated response of fatigue to pyridostigmine.[12] Patients and treating physician were blinded to the results of the edrophonium test. All 17 patients were initiated on oral pyridostigmine at 30 mg per day, and increased every other day by 30 mg to attain a maximum dosage of 180 mg per day in three divided doses. One patient was maintained on 120 mg per

day because of side effects at a higher dose. Clinical response to pyridostigmine was assessed by evaluating fatigue and function on the subjective Hare fatigue scale,[37] the modified Barthel ADL index, [39] and a modified Klingman mobility index[38] before and one month after initiation of treatment. A pyridostigmine response was defined as an improvement of at least 20% on the Hare fatigue scale over initial scores.

Side effects from the medication occurred in approximately one-half of patients, usually in the early stages of treatment, and included symptoms typical of increased cholinergic activity (diarrhea, intestinal cramps, blurred vision, increased urinary frequency, muscle cramps, and anxiety). In two patients, additional medications were started (propantheline and bethanechol) because of the development of persistent diarrhea and increased urinary frequency. One patient developed transient increased weakness, which resolved with discontinuation of the medication.

We found that subjective fatigue improved in a proportion of patients with pyridostigmine. Nine of 17 patients (53%) experienced a reduction in systemic fatigue of 20 to 88% while on the medication. All 9 patients also reported decreased muscle fatigability and the ability to perform certain activities which they had previously been unable to do. However, only 2 patients were noted to have an improvement on the functional scales used, probably because of the low responsiveness of these scales to treatment effect in this patient population. All 9 patients requested continuation of the medication (for a period of 0.3 to 2.3 years, mean 1.22 years) because of the perceived benefits derived from treatment. Pyridostigmine responders were not differentiated from nonresponders in terms of age at evaluation, sex, age at acute poliomyelitis, acute poliomyelitis severity score, duration of new symptoms, function scores, and presence of weakness and pain. However, pyridostigmine-responders were significantly more fatigued than nonresponders on the subjective Hare fatigue score before treatment (Mann-Whitney U test, p = 0.01).

RELATIONSHIP OF SINGLE FIBER ELECTROMYOGRAPHY STUDIES TO CLINICAL RESPONSE

We assessed the possible relationship between the edrophonium test and clinical response to pyridostigmine by three methods.[12] First, we found that 6 of 7 patients with decreased jitter on edrophonium were less fatigued with pyridostigmine, and that 7 of 10 patients with no change or increased jitter on edrophonium did not respond to pyridostigmine (Fisher’s exact test, p < 0.04). Thus, edrophonium response appeared to predict clinical response to pyridostigmine. Subsequently, this relationship was also separately analyzed from the perspective of pyridostigmine and edrophonium response. We found that the 7 patients who experienced significantly decreased jitter with edrophonium had a significant reduction of fatigue with pyridostigmine (mean pre-Hare fatigue score = 3.0, post- = 1.5, p = 0.03). The 10 patients who did not experiencejitter reduction with edrophonium had a nonsignificant reduction in fatigue scores with pyridostigmine (mean pre-Hare fatigue score = 2.5, post- = 1.85, p = 0.25). We then compared jitter means (normalized to 100% of pre-edrophonium mean for each patient) of the 9 pyridostigmine responders to the pyridostigmine nonresponders (FIG. 2). We found a significant reduction in jitter means pre- and post-edrophonium in the 9 pyridostigmine responders (100 versus 88%, unpaired t test, Bonferroni corrected, p < 0.001). We also found that post-edrophonium jitter means were significantly lower in the pyridostigmine responders than those in nonresponders (101 versus 88%, p < 0.001). No significant difference was found between pyridostigmine nonresponder jitter means pre- and post-edrophonium. Thus, jitter response on edrophonium injection was significantly associated with clinical response to pyridostigmine.

FIGURE 2 Graph

FIGURE 2. Reduction of fatigue with pyridostigmine is associated with

reduction of jitter on edrophonium injection. Pyridostigmine-responders

(open circles) are those who report a reduction of 20% in fatigue on the Hare

fatigue score with pyridostigmine 180 mg per day. Pyridostigmine

nonresponders are illustrated with closed circles. Jitter plots are normalized to

100% of pre-edrophonium mean jitter. A significant reduction in jitter mean

is observed in pyridostigmine-responders with edrophonium (Bonferroni

corrected, p < 0.001). The decline and subsequent increase in jitter after

edrophonium injection is consistent with the known pharmokinetics of the

medication. Post-edrophonium jitter mean in pyridostigmine-responders is

significantly lower (p < 0.001) than in nonresponders. There is no significant

difference in jitter means of pyridostigmine nonresponders before and after

edrophonium injection. Error bars = standard error of the mean. (From Trojan

et al.[12] Reprinted with permission from the Journal of the Neurological

Sciences.)

PYRIDOSTIGMINE EFFECT ON ISOKINETIC NEUROMUSCULAR FUNCTION

The effect of pyridostigmine on isokinetic neuromuscular function in 7 patients with PPS was studied by Kilfoil et al.[40,41] All subjects had a minimum manual muscle strength (measured on the Medical Research Council scale[42]) of 3 in the knee extensors and 2 in the knee flexors. The isokinetic dynamic fatigue protocol used consisted of 25 reciprocal, isokinetic contractions of knee extension and flexion (unilaterally), which was performed by the 7 patients and 15 normal controls. The speed of the movement and the angle of excursion were recorded simultaneously with the torque signal. Angle-specific torques (0.79 and 1.05 rads) of the quadriceps were used for subsequent analyses. This isokinetic fatigue protocol has been found to be reliable in the quadriceps in PPS patients and in normal controls.[41-43] Three baseline assessments were performed on the 7 patients while on pyridostigmine 180 mg per day. After these assessments, the fatigue protocol was again performed two more times while the subject was either on or off pyridostigmine. The sequence of the evaluations on or off pyridostigmine was randomly determined, and the evaluator was blinded to the sequence of drug withdrawal and reinitiation. Measurements off pyridostigmine were performed after discontinuation of the medication for 48 h.

The response of neuromuscular function to pyridostigmine was assessed by comparing measurements on

and off the medication. We found that total work for the 7 subjects did not differ while the patients were on or off pyridostigmine. However, on further evaluation of the data, it was apparent that the pyridostigmine response differed in groups of patients. The torque of isokinetic extension of the male patients off pyridostigmine was lower than the mean ± 2 SD while they were on pyridostigmine. Only one of these subjects demonstrated true fatigability (defined as a greater negative slope of the regression line). The other three male subjects demonstrated less isokinetic torque while off pyridostigmine than on pyridostigmine. The three remaining female subjects did not demonstrate either true fatigability or decreased isokinetic strength while off pyridostigmine.

DISCUSSION

Evidence for neuromuscular junction transmission defects as seen by increased jitter and blocking on SFEMG is commonly observed in those who have recovered from paralytic poliomyelitis, and has been reported by many investigators.[7-9,11,12] The presence of increased jitter is not specific for PPS and is found both in patients who are stable after paralytic poliomyelitis and in those with new weakness.[11] Increased jitter is known to occur at all stages following recovery from paralytic poliomyelitis, and may be due to inadequate conduction along terminal axonal sprouts, or to suboptimal release of acetylcholine. [8,9,12,33,34] After acute paralytic poliomyelitis, recovery of muscular strength can occur by terminal axonal sprouting of surviving motor neurons, with partial or complete reinnervation of denervated muscle fibers.[8,9,44] Evidence shows that these enlarged motor units are undergoing a process of continuous remodeling, with constant denervation and reinnervation after paralytic polio.[8,9,11,45,46] Thus, the presence of immature terminal sprouts (which are known to have decreased conduction) at all stages following recovery from acute polio may account, at least partially, for the observed abnormal jitter. Decades after recovery, irreversible degeneration of terminal sprouts without reinnervation may account for the symptoms of fatigue and weakness observed in PPS. An early stage of this degeneration may be neuromuscular junction transmission defects.[12] At this time it is unclear whether neuromuscular junction transmission defects increase with the passage of time.[8,9] However, there is an association between jitter and degree of initial recovery after polio as estimated by fiber density on SFEMG, macroelectromyography motor unit potential amplitudes, and fiber type grouping on muscle biopsy. [11,47] Thus, the extent of recovery may determine the degree of motor unit instability later in life.

Because of the clinical and electrophysiological similarities of PPS with other known disorders of the neuromuscular junction, we assessed the effects of the intravenous, short-acting anticholinesterase, edrophonium, on jitter and of the oral, long-acting anticholinesterase, pyridostigmine, on clinical fatigue. Edrophonium has been found to improve neuromuscular junction transmission defects in MG and ALS as measured by repetitive stimulation and jitter on SFEMG.[26,27,36] An early study showed that neuromuscular junction transmission as measured by repetitive stimulation can improve with the intravenous anticholinesterase neostigmine in patients with prior poliomyelitis.[31] We found that neuromuscular junction transmission as measured by jitter on SFEMG improves with anticholinesterase treatment in a continuously activated muscle fiber in approximately 50% of PPS patients studied. The fact that not all neuromuscularjunctions studied were ameliorated with edrophonium suggests the presence of a variety of neuromuscular junction defects in patients with past paralytic poliomyelitis. Subsequently, we treated all 17 PPS patients with pyridostigmine 180 mg per day, and found that approximately 50% of patients reported decreased general fatigue and muscle fatigability on the medication. We demonstrated a significant association between the results of the S-SFEMG/edrophonium test and clinical response to pyridostigmine. These findings indicate that neuromuscular junction transmission defects may be the cause of fatigue in at least a proportion of patients with PPS. The clinical neuromuscular response to anticholinesterases in PPS is currently unclear: preliminary studies, however, show that a proportion of patients have increased isokinetic strength on pyridostigmine as compared to off pyridostigmine, rather

than improved fatigability.[40,41] Therefore, the beneficial effects of the medication may actually be due to a greater muscular strength.

In fatigued post-poliomyelitis patients, conditions causing fatigue, such as other neurological disorders, depression, and a variety of medical conditions must be considered prior to attributing patient fatigue to PPS. If these other conditions are excluded, and consequently, if fatigue is believed to be due to PPS, then weight loss, energy conservation, better organization of daily activities, and planned short rest periods or naps during the day may be beneficial. If these measures are ineffective or insufficient, pyridostigmine therapy may be warranted. Our finding that pyridostigmine responders were more fatigued initially than nonresponders may provide some guidance in determining which patients are more likely to respond to the medication.

Anticholinesterases inhibit the hydrolysis of acetylcholine in the neuromuscular junction and prolong its effect. There are some relative contraindications to the use of pyridostigmine which include cardiac arrhythmias, bronchospasm, increased bronchial secretions, and some urological conditions. The chronic effects of anticholinesterases in PPS are currently unknown, but these medications have been used effectively in MG for decades. Anticholinesterases are associated with acute and chronic toxicities, both pre- and postsynaptic in normal experimental animals and probably in humans.[48] However, the doses that were used in animal studies and are used commonly in patients with MG are manyfold higher than the dose we have used in PPS (180 mg/day vs up to 2 g/day in MG). Pyridostigmine was recently used in soldiers involved in the Gulf War as a pretreatment to possible organophosphate intoxication. A two-week double-blinded, placebo-controlled, cross-over trial in 7 male soldiers indicated that chronic pyridostigmine administration did not negatively impact on the ability of soldiers to perform moderate physical work in a desert environment, and did not result in an increase in subjective symptoms.[49] A retrospective study of 41,650 soldiers who self-administered pyridostigmine 30 mg orally every 8 h for 1 to 7 days during Operation Desert Storm found that approximately 50% of the soldiers noted mild physiological changes (e.g., increased flatus, abdominal cramps, soft stools, and urinary urgency), 1% had side effects severe enough to warrant medical attention, and less than 0.1% discontinued the medication because of side effects. Thus, pyridostigmine could be administered to virtually all soldiers.[50] In our study, we found that acute side effects (usually increased gut motility) occurred commonly, but tended to decrease with chronic use. Even though we have not observed evidence for chronic toxicity in PPS patients in our clinic maintained for years on this low dose, it is possible that chronic use could produce permanent morphological alterations at the neuromuscular junction. We also recommend “drug holidays” in patients chronically treated with pyridostigmine, approximately every six months. Occasionally, after months or years of treatment, patients find that the medication is no longer helpful, and it is discontinued. Therefore, pyridostigmine may be helpful only in certain stages of the disease process.

CONCLUSIONS

Our studies indicate that a proportion of fatigued post-poliomyelitis patients can experience an amelioration of defects in neuromuscular junction transmission and of clinical fatigue with anticholinesterases. Because S-SFEMG response was significantly associated with clinical response to anticholinesterases, fatigue in PPS may be caused by defects in neuromuscular junction transmission in a proportion of patients. Preliminary studies in a small group of patients indicate that anticholinesterases may produce their clinical neuromuscular response by producing an increase in isokinetic strength in a proportion of patients. Our studies provide a physiological rationale for the use of anticholinesterases in PPS for the symptom of fatigue. However, further randomized, placebo-controlled, double-blinded trials are needed to establish definitively the benefits and risks of these agents.

ACKNOWLEDGMENTS

We are indebted to the patients from the Montreal Neurological Institute and Hospital post-polio clinic who donated their time to participate in our studies, and to EMG technicians Lora Tombari and Susan Murray for their expert technical assistance.

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  16. MASELLI, R. A., C. A. DAVIS, R. WOLLMAN, C. G. LEUNG, E. F. SALAZAR-GRUESO & R. F. ROOS. 1992. Neurophysiological and morphological abnormalities at the neuromuscular junction in patients with post-poliomyelitis syndrome. Neurology 42(Suppl. 13): 231(abstr.).
  17. TRONTELJ, J. V., M. MIHELIN, J. M. FERNANDEZ & E. STALBERG. 1986. Axonal stimulation for end-plate jitter studies. J. Neurol. Neurosurg. Psychiatry 49: 677-685. [PubMed Abstract] 36. STALBERG, E. & J. V. TRONTELJ. 1979. Single fibre electromyography. The Mirvalle Press Limited. Old Woking, Surrey, UK.
  18. HARE, T. W., A. H. HAKKI, D. T. LOWENTHAL, A. S. ISKANDRIAN & B. L. SEGAL. 1985. Simplified scale for rating perceived exertion in patients with coronary artery disease. Ann. Sports Med. 2: 64-68.
  19. KLINGMAN, J., H. CHUI, M. CORGIAT & J. PERRY. 1988. Functional recovery: A major risk factor for development of postpoliomyelitis muscular atrophy. Arch. Neurol. 45: 645-647. [PubMed Abstract]
  20. GRANGER, C. V. 1982. Health accounting: Functional assessment of the long-term patient. In Krussen’s Handbook of Physical Medicine and Rehabilitation. F. J. Kottke, G. K. Stilwell & J. F. Lehmann, Eds.: 253-274. W. B. Saunders. Philadelphia, PA.
  21. KILFOIL, M., D. M. M. ST. PIERRE, D. A. TROJAN & N. R. CASHMAN. 1992. The effects of pyridostigmine (Mestinon) on isokinetic evaluation of fatigue in subjects with post-poliomyelitis syndrome. Physical Ther. 72: S112. (abstr.)
  22. KILFOIL, M., D. M. M. ST. PIERRE, D. A. TROJAN & N. R. CASHMAN. 1994. Reliability of isokinetic evaluation of neuromuscular fatigue and the effects of pyridostigmine on subjects with post-poliomyelitis syndrome: A pilot study. Submitted.
  23. MEDICAL RESEARCH COUNCIL. 1982. Aids to the examination of the peripheral nervous system. 1. Her Majesty’s Office. London.
  24. KILFOIL, M. R., D. M. M. ST. PIERRE. 1993. Reliability of Cybex II isokinetic evaluations of torque in post-poliomyelitis syndrome. Arch. Phys. Med. Rehabil. 74: 730-735. [PubMed Abstract] 44. COERS, C. & A. L. WOOLF. 1959. The innervation of muscle; a biopsy study. Blackwell Scientific. Oxford.
  25. LANGE, D. J., T. SMITH & R. E. LOVELACE. 1989. Postpolio muscular atrophy: Diagnostic utility of macroelectromyography. Arch. Neurol. 46: 502-506. [PubMed Abstract] 46. RAVITS, J., M. HALLETT, M. BAKER, J. NILSSON & M. DALAKAS. 1990. Clinical and electromyographic studies of post-poliomyelitis muscular atrophy. Muscle & Nerve 13: 667-674. [PubMed Abstract]
  26. MASELLI, R. A., N. R. CASHMAN, R. L. WOLLMAN, E. F. SALAZAR-GRUESO & R. ROOS. 1992. Neuromuscular transmission as a function of motor unit size in patients with prior

poliomyelitis. Muscle & Nerve 15: 648-655. [PubMed Abstract]

  1. MUNSAT, T. L. 1984. Anticholinesterase abuse in myasthenia gravis. J. Neurol. Sci. 64: 5-10. [PubMed Abstract]
  2. COOK, J. E., B. WENGER & M. A. KOLKA. 1992. Chronic pyridostigmine bromide administration: Side effects among soldiers working in a desert environment. Military Med. 157: 250-254.
  3. KEELER, J. R., C. G. HURST & M. A. DUNN. 1991. Pyridostigmine used as a nerve agent pretreatment under wartime conditions. JAMA 266: 693-695. [PubMed Abstract]

Anticholinesterases in Post-Polio Read More »

Electrodiagnostic Findings

Electrodiagnostic Findings in 108 Consecutive Patients Referred to a Post-Polio Clinic

The Value of Routine Electrodiagnostic Studies

Anne C. Gawne,* Bao T. Pham, and Lauro S. Halstead The Post-Polio Program

National Rehabilitation Hospital

102 Irving Street, N. W.

Washington, DC 20010-2949

The Post-Polio Syndrome: Advances in the Pathogenesis and Treatment Volume 753 pp 383- 385 of the Annals of the New York Academy of Sciences May 25, 1995.

Lincolnshire Post-Polio Library copy by kind permission of Dr. Gawne

Many patients with a history of polio develop new symptoms including weakness, pain, fatigue, and changes in function, or post-polio syndrome (PPS).[1] Before a diagnosis of PPS is made, other diagnoses must first be ruled out. Assessment must be done in a comprehensive and coordinated manner.[2] Therefore, as part of our routine evaluation, we do an electromyogram/nerve conduction study (EMG/NCS) on every patient. During examinations on our clinic patients we began to notice (1) electrodiagnostic evidence of polio in limbs not previously felt to be involved; (2) a normal EMG, or evidence of another disease; and (3) EMG evidence consistent with additional neurological lesions, including compression neuropathies, peripheral neuropathies, and radiculopathies. A prospective study using a routine, standardized four-extremity electrodiagnostic protocol was done to quantify the frequency of these occurrences.

METHODS

We studied 108 consecutive patients referred to our post-polio clinic. We performed a comprehensive history and physical examination, and then did an EMG/NCS on all patients, using bilateral median and ulnar sensory nerve conduction studies; four-extremity needle EMG of three muscles on each extremity; appropriate paraspinal and additional limb muscles; and other appropriate nerve conduction studies.

RESULTS

Of the 108 patients, we found only 100 actually had had polio (92%). Of these, 49 patients had subclinical polio. The frequency and distribution with which it occurred is demonstrated in TABLE 1. TABLE 2 summarizes the additional abnormal neurological findings. Forty-nine percent of the patients had an

abnormal peripheral nerve study. Carpal tunnel syndrome (CTS), either alone or in conjunction with an ulnar nerve neuropathy, was the most frequent finding, in a total of 38% of all patients.

TABLE 1. Frequency of Subclinical Polio in 100 Consecutive Post-Polio Patients Number of Limbs

Patients

Total Number

involved per Patient

(N)

of Limbs

1 23 23

2 20 40

3 4 12

4 2 8

Total 49 83

 

 

TABLE 2. Additional Electrodiagnostic Findings in 100 Consecutive Post-Polio Patients

Patients

Finding

(N) Percent

Carpal tunnel syndrome (CTS) 35 35 Ulnar neuropathy at the wrist 2 2 CTS and ulnar neuropathy 3 3 Peripheral neuropathy 3 3 Brachial plexopathy 1 1 Tibial neuropathy 1 1 Radiculopathy 4 4 Total 49 49

 

 

DISCUSSION

Bromberg and Waring performed electrodiagnostic studies in a group of patients seen in their clinic, and found that 9% had normal EMGs, or borderline normal EMGs.[3] Other authors have found EMG evidence of old anterior horn cell disease in extremities thought to be uninvolved.[4-6] The reason for this high prevalence of subclinical polio is related to the ability of the neuromuscular system to function and reinnervate even when many anterior horn cells are lost. The long-term effect of this, however, is that progressive and unexpected weakness may develop in those “nonaffected” extremities. Additional electrodiagnostic findings including CTS and ulnar nerve neuropathy have been reported to be prevalent in post-polio patients.[7,8] Werner et al.[7] demonstrated that assistive device use is a major risk factor, and we also found that duration of use and severity of polio were additional considerations.[8]

CONCLUSION

Our findings strongly support the value of a standardized four-extremity EMG/NCS as an adjuvant to a

comprehensive history and physical examination. It helps to differentiate between old polio and other neurological diagnoses. There is a high prevalence of subclinical polio, which is important to know about in order to give proper recommendations regarding rest and activity. Given the frequency of risk factors for development of potentially treatable neurological lesions like CTS, early detection is valuable. We believe routine electrodiagnostic testing is essential for proper evaluation and management of the post polio patient.

REFERENCES

  1. HALSTEAD, L. S. & D. O. WIECHERS. 1985. In Late Effects of Poliomyelitis.: 15-20. Symposium Foundation. Miami, FL.
  2. HALSTEAD, L. S. 1991. Assessment and differential diagnosis for post-polio syndrome. Orthopedics 14(11): 1209-1217. [Lincolnshire Library Full Text]
  3. BROMBERG, M. B. & W. P. WARING. 1991. Neurologically normal patients with suspected postpoliomyelitis syndrome: Electromyographic assessment of past denervation. Arch. Phys. Med. Rehabil. 72: 493-497. [PubMed Abstract]
  4. DALAKAS, M. C. 1986. New neuromuscular symptoms in old poliomyelitis: A three year follow up study. Eur. Neurol. 35: 318-387. [PubMed Abstract]
  5. WIECHERS, D. O. 1981. Late changes in the motor unit after acute poliomyelitis. Muscle & Nerve 4: 524-528. [PubMed Abstract]
  6. HAYWARD, M. & D. SEATON. 1979. Late sequelae of paralytic poliomyelitis: A clinical and electromyographical study. J. Neurol. Neurosurg. Psychiatry 42: 117-122. [PubMed Abstract] 7. WERNER, R. A., W. WARING & G. DAVIDOFF. 1989. Risk factors for median mononeuropathy of the wrist in postpoliomyelitis patients. Arch. Phys. Med. Rehabil. 70: 464-467. [PubMed Abstract]
  7. GAWNE, A. C., J. N. ASEFF & L. S. HALSTEAD. 1991. Electrodiagnostic findings in 98 consecutive post-polio patients. Arch. Phys. Med. Rehabil. 72: 813.

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Electrodiagnostic Findings Read More »

Correlation of Electrophysiology with Pathology, Pathogenesis and Anticholinesterase Therapy

Correlation of Electrophysiology with Pathology, Pathogenesis, and Anticholinesterase Therapy in Post-Polio Syndromea

Neil R. Cashman and Daria A. Trojan

Department of Neurology

Montreal Neurological Institute and Hospital

McGill University

Montreal, Quebec, H3A 2B4, Canada

Reprinted from The Post-Polio Syndrome: Advances in the Pathogenesis and Treatment Volume 753 [pp 138-150] of the Annals of the New York Academy of Sciences May 25, 1995

Lincolnshire Post-Polio Library copy by kind permission of Dr. Trojan

a This work was supported in part by the Fonds de la recherche en santé du Québec, the Québec March of Dimes and the Association Polio Québec.

Aggressive vaccination programs may soon make acute paralytic poliomyelitis as rare worldwide as it is now in developed countries. However, the large cohort of individuals surviving paralytic poliomyelitis will continue to exist well into the next century. Currently, poliomyelitis is only second to stroke as a cause of paralysis in the United States, accounting for an estimated 640,000 individuals in the latest survey of the Centers for Disease Control.[1]

Although the first case of post-polio syndrome (PPS) was described as early as 1875,[2,3] it has only recently become clear how common this disorder is among individuals with prior poliomyelitis. Early surveys by Mary Codd and colleagues at the Mayo Clinic suggested that approximately 20% of subjects with antecedent polio developed new symptoms.[4] The wide array of new complaints reported by patients were grouped into a syndrome complex of new weakness, fatigue, and pain.[4-7] Current workers in the field now indicate that in excess of 50% of polio survivors are at risk for developing features of PPS,[8] and Munsat has suggested that 100% of polio survivors will develop at least some symptoms of the syndrome if followed for an adequate period.[9]

Is PPS a bona fide syndrome? In the clinical practice of caring for individuals with PPS symptoms, it is remarkable how often symptoms occur together, reminiscent of the Greek roots of syndrome, literally translated as “running together.” There may be little to gain by splitting symptoms of PPS into subsyndromes within the symptom complex. For example, post-polio muscular atrophy (PPMA). which has been suggested as a distinct disease entity within the “late effects of polio,” is not less likely to occur with pain as an unselected post-polio group.[10] Indeed, PPMA often occurs on a background of

longstanding fatigue and muscle pain, and thus may merely be a later manifestation of the disease process that can be designated PPS.[10]

What are the risks for developing PPS? Pioneering work by Halstead and colleagues suggested that severity of original paralytic poliomyelitis was a major risk factor,[5] a finding which has been confirmed by multiple investigators.[11-14] In addition, Halstead noted that patients were more likely to report symptoms with increasing time after polio.[5] In a 1987 study Jubelt and Cashman reviewed all reported cases of PPS and calculated that the mean time of PPS onset after paralytic poliomyelitis was 36 years.[6] Other possible risk factors include degree of recovery after polio[15] (which is logical in view of proposed mechanisms of PPS; see below), and muscle pain with exercise (which may be a marker for muscular overuse).[14]

What causes PPS? Many mechanisms have been proposed for this disorder, including the naturally occurring attrition of motor neurons with aging.[14-16] However, aging-related loss of motor neurons becomes prominent after age 60,[17] and the onset of PPS is most common 30-40 years after polio.[6] Perhaps the most compelling theory for the development of PPS was first introduced in a 1981 article in Muscle & Nerve by Wiechers and Hubble.[18] Loss of motor neurons in paralytic poliomyelitis induces compensatory axonal sprouting of remaining motor neurons, which markedly increases the number of muscle fibers innervated by the motor neuron. It is known that poliomyelitis is associated with extreme enlargement in the motor unit, reaching 7 or 8 times the normal innervation ratio of individual motor neurons.[19] The Wiechers-Hubble hypothesis avers that the prominent enlargement of motor units by axonal sprouting is not indefinitely stable and that enlarged units undergo progressive loss of terminal axonal sprouts with time after polio. This notion was based on data suggesting that single fiber EMG (SFEMG) jitter linearly increased with time after polio, which was taken as a measure of increasing instability of terminal axonal sprouts.[18] More recent data do not substantiate the finding of increasing jitter with time after polio.[20,21] However, the hypothesis that PPS represents a disorder of terminal axons has been supported by numerous investigators (see below).

LATE DENERVATION IN PATIENTS WITH PARALYTIC POLIOMYELITIS: A CONTROLLED STUDY

In the early 1980s, our group became interested in the diagnosis and treatment of individuals with PPS. At that time (as now), no objective test existed with which to distinguish PPS patients from stable subjects after polio, despite the important consequences of this disorder on activities of daily living, mobility, work, and disability status. We set out to develop diagnostic criteria based on objective laboratory assessment, including electromyography and muscle biopsy studies.[22] At that time, there was considerable controversy as to whether new denervation was detectable in PPS patients using these laboratory means, with a consensus agreeing that weakening patients could be distinguished by EMG studies from stable post-polio patients (reviewed in refs. 6 and 22). We recruited 13 PPS patients with well-established symptoms of new weakness and fatigue, and compared them with 5 post-polio control subjects who did not complain of new symptoms.[22] The two groups were carefully matched with regard to age, time after polio, and severity of the original illness. All patients were studied in a limb that had been historically involved with paralytic polio and exhibited weakness at the time of the study (no less than 3- on the Medical Research Council [MRC] scale). Patients suffering from PPS were studied in a limb reportedly affected by new PPS weakness.

Evaluations of all patients included a standardized history and physical examination, conventional electromyography, SFEMG, and muscle biopsy. Conventional nerve conduction studies were used to rule out neuropathy or radiculopathy, which might confound studies of muscle denervation. In addition, needle

EMG examination was performed in affected muscles, and evidence of denervation (fibrillations and positive waves) were recorded using a 5-point semiquantitative scale graded from – to + + + + +.

Single Fiber Electromyography

SFEMG was utilized in our controlled study to provide two objective measures of chronic and recent denervation.[3] Fiber density (FD), which reflects the number of muscle fibers innervated by the same motor neuron within the receptive volume of the SFEMG needle, was used to indicate the severity of original poliomyelitis. Normally, muscle fibers innervated by one motor neuron are widely distributed in a muscle, and only one or two muscle fiber potentials are detectable within the small receptive volume of the SFEMG needle. In polio subjects, increased fiber density is observed because of motor axonal sprouting in compensation for loss of neighboring motor axons. Thus, severity of original denervation should be correlated with increased SFEMG fiber density. We also adjusted the mean fiber density to muscle studied, generating a normalized “fiber density index” (FDI),[22] defined by the formula:

FDobserved – FDnormal

 

FDI =

_________________ FDnormal

 

The use of the FDI allowed ready comparison of fiber density between muscle groups that had different normal fiber densities. FDI is 0 in a normal muscle and increases to >1.0 in a severely denervated muscle.

The second SFEMG parameter that was quantified and compared objectively between patient groups was jitter.[22] Jitter can reflect instability of terminal axonal conduction, neuromuscular junction transmission, and/or propagation of the action potentials over a muscle fiber.[23] In normal muscle, the depolarizations of two muscle fiber potentials innervated by the same motor neuron are essentially time locked; repetitive activation displays little variability of the time difference between the two potentials. In motor units that have been recently reinnervated following denervation, immaturity of terminal sprouts gives rise to increased variability of impulse conduction or neuromuscular junction transmission (jitter), or even failure of conduction/transmission (blocking), which will decrease in time after the insult over a course of months to a year or more.[24] Thus, increased SFEMG jitter in polio subjects can be regarded as an indicator of recent denervation and reinnervation.

Muscle Biopsy

Muscle biopsy was obtained from the same muscles studied with conventional EMG and SFEMG in order to more effectively correlate observations. Fiber type grouping and nuclear bags were taken as evidence of remote denervation, that is, severity of remote poliomyelitis. Fiber type grouping is due to the same mechanism that results in increased fiber density.[25] A normal muscle is a “mosaic” of fiber types recognized by histochemical staining for metabolic properties. As fiber type is determined by axonal influences, local reinnervating axonal sprouts after polio progressive atrophy, which years later presents in the muscle biopsy as a “nuclear bag” — a fiber that has lost all its cytoplasm.[25]

Evidence of ongoing denervation was also sought in muscle biopsies, including atrophic angulated fibers, isolated or in groups.[25] A fiber that had been denervated weeks to months prior to the biopsy will be intermediate in size between normal and nuclear bag, and can be recognized as a small angulated fiber. When the recent denervation causing atrophic angulated fibers occurs in a distal axon or sprout, the atrophic fiber will be isolated from other atrophic fibers. In an extensively reinnervated muscle, death of a motor neuron or proximal degeneration of an extensively ramified axon induces simultaneous onset of

atrophy in a local group of muscle fibers, giving rise to grouped atrophy recognizable on muscle biopsy sections.

We also applied a novel technique for determining early denervation in human muscle biopsy sections, based upon muscle fiber expression of neural cell adhesion molecule (N-CAM).[22,26,27] Muscle N CAM immunoreactivity, normally confined to satellite cells, end plates, intramuscular nerves, and some other regions, becomes diffusely expressed in a muscle fiber following denervation.[26,27] (N-CAM is also expressed in muscle fiber regeneration,[27] which can be readily distinguished from denervation by morphologic criteria and conventional staining.) Muscle fiber N-CAM provides a novel “window” into the pathophysiology of denervating diseases. Increased N-CAM immunoreactivity occurs very early in denervation, (as early as 2 days after experimental denervation of rat muscle[26]), whereas conventional criteria of denervation, such as fiber atrophy, manifest later. N-CAM immunoreactivity in a normal-sized myofiber can detect transiently denervated fibers destined to be reinnervated, as well as fibers destined to become progressively atrophic due to lack of successful reinnervation. Thus, N-CAM positivity in normal-sized versus small angulated fibers in polio patients may provide a morphologic correlate of ongoing motor unit remodeling (denervation-reinnervation) versus “permanent” denervation. In addition, N-CAM expression has been observed in rat muscle paralyzed by proximal nerve treatment with tetrodotoxin,[26] suggesting that suppression of N-CAM in normal muscle may be dependent upon effective activation by motor axons, even when the axon is structurally intact.

Results

Conventional EMG studies of 13 PPS patients and 5 post-polio controls revealed evidence of ongoing denervation (fibrillations and positive waves) in approximately one-half of all subjects studied, regardless of disease status (TABLE 1). SFEMG fiber density analysis demonstrated similar severity of paralytic poliomyelitis in patients and controls, as assessed by FDI (TABLE 1). Increased SFEMG jitter, taken as evidence of recent reinnervation or ongoing denervation, was increased in both groups to a similar degree, as was blocking (severe conduction/transmission abnormality resulting in intermittent failure of myofiber activation) (TABLE 1). No statistically significant difference was found between patients and controls with regard to evidence of ongoing denervation by conventional EMG or SFEMG.

TABLE 1. Electromyography Results.
  Control

(n = 5)

Subjects with PPS (n = 13)
Conventional needle EMG  
  Spontaneous activity 4/5 8/13
Single-Fiber EMG    
  Fiber density 2.54

(1.95-3.04)

2.91

(1.58-5.07)

  Fiber density indexa 0.68

(0.24-1.04)

0.83

(0.02-2.23)

  Mean jitter 73.7

(39.4-120.6)

77.4

(29.0-181.7)

       

 

 

% Pairs abnormal jitter 65.3

(16.7-100.0)

44.3

(0-83.0)

% Blocking 14.5

(0-50.0)

21.1

(0-70.0)

 

 

FDobserved – FDnormal

 

a FDI =

_________________ FDnormal

 

Muscle biopsy studies demonstrated similar degrees of old denervation from original poliomyelitis, as assessed by fiber type grouping and quantification of nuclear bags (TABLE 2). Muscle fiber N-CAM immunoreactivity was observed in normal-sized muscle fibers (suggesting very active motor unit remodeling) in both subject groups to a similar degree (TABLE 2). Atrophic angulated fibers, isolated and in groups, were also observed in both patients groups, suggesting ongoing “permanent” denervation (TABLE 2). Scattered atrophy was observed in 14 of 16 post-polio biopsies, and grouped atrophy in 10 of 16. Again, using the semiquantitative scales of conventional muscle biopsy histochemistry or N-CAM positively, no statistically significant difference was observed between weakening PPS patients and stable post-polio controls.

TABLE 2. Muscle Biopsy Results.
Biopsy Findings Control

(n = 5)

Subjects with PPS (n = 13)
Type grouping 5/5 10/10
Nuclear bags 5/5 10/11
Fiber splitting 5/5 9/11
Scattered atrophy 5/5 9/11
Grouped atrophy 2/5 8/11
N-CAM+ fibers 3.81%

(0.6-12.0)

1.87%

(0-5.5)

Abbreviation: N-CAM, neural cell adhesion molecule.

 

 

Our study design, in which electromyography and muscle biopsy were performed in the same muscle, enabled us to compare disparate forms of data[22] (FIG. 1). We found a significant correlation between increased jitter and fiber density, and a significant correlation between jitter and fiber type grouping (FIG. 2). Subsequent studies in collaboration with Maselli and colleagues also revealed a positive correlation of macro-EMG amplitudes (a measure of motor unit size[30] and possibly severity of original poliomyelitis) with jitter.[28] We also found that the presence of grouped atrophy was correlated with clinical muscle recovery after acute polio, nuclear bags, and type grouping, but was not associated with age.[29]

FIGURE 1. Single-fiber electromyographic studies (A and B) and muscle biopsy histopathologic studies (C and D) of the right deltoid muscle of an

asymptomatic patient. The patient was a 64-year-old man who had had paralytic poliomyelitis involving all four limbs at the age of 9 and whose arms at the time of study had normal bulk and strength. Panel A shows four time-locked muscle-fiber action potentials observed in the determination of fiber density (mean ± SD normal value for age, 1.4 ± 0.11). Panel B shows 10 superimposed action-potential pairs indicating moderately increased jitter (mean consecutive difference, 74µs; normal for muscle, <35 µs). In panel C, a hematoxylin and eosin stain demonstrates fiber splitting (75x). Panel D shows neural-cell adhesion molecule immunoreactivity in small- and large diameter muscle fibers (300x). (Cashman et al.[22] Reproduced with permission of the New England Journal of Medicine.)

FIGURE 2. Percentages of fiber pairs exhibiting abnormal jitter according to

the fiber-density index. The graph shows a correlation (Spearman r = 0.77, p

< 0.05). Marked fiber type grouping (+ to + + + +) on biopsy (filled circles)

was also associated with increased jitter (Wilcoxon rank sum p < 0.01).

(Cashman et al.[22] Reproduced with permission of the New England Journal

of Medicine.)

There were four conclusions to this work.[22,29] First, no EMG, SFEMG, or muscle biopsy feature could discriminate symptomatic from asymptomatic post-polio patients. Thus, using the best technology available, we were unable to provide a “diagnostic test” for PPS that would be useful to distinguish PPS patients from stable subjects after polio. Second, evidence of ongoing denervation, both motor unit remodeling and “permanent” denervation, was commonly observed in muscles of all patients with prior paralytic poliomyelitis. Aside from its significance regarding diagnosis of PPS, this conclusion suggested that the post-polio motor unit is an actively evolving, unstable entity. This supports the contention that clinical weakening occurs as a threshold phenomenon, and is not due to a pathophysiology unique to PPS. Third, evidence of ongoing denervation was strongly correlated with severity of remote denervation, suggesting that motor neurons most enlarged by previous polio are most likely to undergo late decompensation. This finding might be regarded as the laboratory correlate of the clinico-epidemiologic observation that the subjects with most severe polio are most likely to develop PPS.[5,8-14] Finally, proximal axon/motor neuron degeneration (as recognized by grouped atrophy in muscle biopsy) occurred most frequently in critically enlarged motor units of recovered poliomyelitis, and did not appear to be related to attrition of motor neurons with normal aging.

MOTOR UNIT SIZE IN POST-POLIO SYNDROME: A CONTROVERSY

Axonal sprouting can enlarge motor units to sevenfold normal units in recovery from paralytic poliomyelitis.[19] If the Wiechers-Hubble hypothesis is correct that PPS is due to terminal axonal degeneration,[18] one might expect that measures of motor unit size should show progressive diminution

in PPS. Local motor unit size can be estimated by direct quantification of axonal sprouting in motor point biopsy material,[19] but is most readily approached with macro-EMG, in which the size of a motor unit can be indirectly measured by a special EMG needle with a large receptive volume.[30] Despite some early encouraging results reported by Wiechers,[31] and then by Lange et al.,[32] we have been unable to demonstrate with this method a clear difference between weakening PPS patients and subjects with prior polio with no new weakness.[28,33] More recently, we have reasoned that a ratio of motor unit size (estimated by macro-EMG amplitude) to severity of remote denervation (estimated by fiber density on SFEMG) might reveal a net decrease of motor unit size in PPS patients controlled for severity of polio. Thus, a muscle affected by PPS might maintain its high fiber density while losing macro-EMG amplitude, and a stable muscle might maintain high fiber density with large macro-EMG amplitudes. However, we have found no statistically significant difference between the macro-EMG amplitude/fiber density ratio in a small group of PPS patients versus post-polio controls.[33]

THE NEUROMUSCULAR JUNCTION IN POST-POLIO SYNDROME

An additional area of interest for our group is the neuromuscular junction (NMJ) in PPS. PPS patients often provide a history consistent with NMJ dysfunction; muscle fatiguability is reported as a major symptom of the disorder (increased muscle weakness with exertion, resolving on rest) that is reminiscent of myasthenia gravis. In 1948, Hodes demonstrated a decrement of compound muscle action potential amplitude on repetitive stimulation studies in subjects with prior poliomyelitis, which partially reversed with intravenous neostigmine, an anticholinesterase agent.[34] Other groups, including our own, have reported increased SFEMG jitter and blocking in post-polio subjects, which could reflect neuromuscular junction transmission defects, as well as disordered terminal axonal conduction.[11,18,22] It is reasonable that a hugely enlarged axonal tree, such as that observed upon recovery from poliomyelitis, may be subject to critical limitations of distal components subserving NMJ transmission, such as acetylcholine vesicles. This hypothesis has received recent ultrastructural and electrophysiologic support from the work of Maselli and colleagues (this volume [A]).

Neuromuscular Junction Defects in High-Frequency Stimulation

Using stimulation-SFEMG,[35] we explored NMJ transmission in PPS and control subjects.[36] Stimulation-SFEMG allows the electromyographer to control rates of muscle fiber activation by nerve (which in conventional SFEMG is limited to the rate of voluntary activation), and permits the use of artificially high rates of stimulation to “stress” components of the distal axon and NMJ. In 1 out of 9 normal controls, SFEMG jitter significantly increased at higher rates of stimulation (10, 15, 20 Hz versus 1 and 5 Hz). However, in post-polio patients complaining of fatigue, approximately one-third (5/17) developed significantly increased jitter at high-frequency stimulation. Several presynaptic disorders have been described in which jitter increases with increased rates of stimulation.[37-39] A similar pattern of frequency dependence is observed in amyotrophic lateral sclerosis, where degenerating or grossly enlarged motor units may lack adequate acetylcholine release.[40-42] In presynaptic disorders in which jitter is reduced by high-frequency stimulation (such as Lambert-Eaton syndrome), the defect is thought to be associated with an abnormality of calcium influx at the nerve terminal.[43]

Notably, when PPS patients studied with stimulation-SFEMG were grouped into those showing increased jitter at high frequency stimulation and those showing no change with increased stimulation, clinical features such as age, sex, and severity of polio were not significantly different between the two groups. [36] However, there was a significant difference in time after polio between the two groups, with patients showing increased jitter on high-frequency stimulation more likely to be tested a longer time after acute illness (40 ± 7.6 versus 48.5 ± 6.0 years).[36] This suggests that the NMJ transmission defect is acquired

after polio, in a fashion consistent with the Wiechers-Hubble hypothesis of PPS.[18] Acetylcholinesterase-responsive Neuromuscular Junction Defects

Do the NMJ defects observed in PPS have any practical implication for patient care? A possible insufficiency of acetylcholine release at the NMJ suggests that clinically applicable anticholinesterase agents may be useful in the management of fatigue and muscle fatigability, arguably the most disabling symptoms of the post-polio syndrome (see Trojan and Cashman, this volume [B]). We initially began open trials of the anticholinesterase pyridostigmine in a group of PPS patients complaining of fatigue.[44- 46] Patients received “low dose” pyridostigmine, 120-180 mg/day. Response in this open trial was gratifying in that 64% of subjects had a subjective reduction in fatigue, as ascertained by the Hare scale of perceived exertion.[47] Interestingly, patients with most severe fatigue were most likely to have a therapeutic response to pyridostigmine.[46] Other groups have also reported some benefit of anticholinesterase agents in PPS.[48,49] Although low-dose pyridostigmine is well tolerated in a large series,[50] side effects of pyridostigmine, such as increased gut motility on initiation of dose, may unblind any controlled study, opening the possibility of placebo effect.

We have studied NMJ transmission with stimulation-SFEMG and intravenous edrophonium.[51] We find that approximately 50% of PPS patients develop a significant reduction in jitter after infusion of edrophonium 10 mg i.v. Patients were blinded to their electrophysiologic response and then were initiated on oral pyridostigmine. 60 mg t.i.d. After one month, 9 of a group of 17 reported a decrease in fatigue. Edrophonium response was significantly associated with fatigue reduction on oral pyridostigmine, and oral pyridostigmine response was significantly associated with a reduction in jitter on edrophonium infusion that followed the pharmacokinetics of this agent (FIG. 3; also see Trojan and Cashman, this volume [B]). This suggests that pyridostigmine response cannot he solely due to placebo effect, but may reflect an anticholinesterase-induced amelioration of NMJ transmission. Recent data also suggest that anticholinesterases may increase strength in PPS patients, possibly due to repair of NMJ transmission at synapses that are so unstable that they are subject to blocking of transmission.

FIGURE 3. Pre- and post-edrophonium jitter as determined by stimulation

SFEMG in the vastus medialis muscle of a pyridostigmine responder. Upper

panels show examples of raw data; the numerical jitter value is determined

by the mean consecutive difference between the stimulation artifact (single

arrow) and the unstable potential (double arrows) in 50 superimposed

stimulations. Jitter means (lower panels) were recorded every 30 s for 5 min

before and 5 min after injection of edrophonium 10 mg (2 mg test dose

followed by 8 mg 2 min after). Mean jitter for the 5 min before edrophonium

(95.3 ± 5.09 µs SEM) significantly differed from mean jitter for the 5 min

after edrophonium (47.6 ± 8.41 µs, t = 4.65, p <0.0001). Thus, this subject

was judged to have a significant reduction in jitter with edrophonium in the

studied unstable potential. (Trojan et al.[51] Reproduced with permission of

the Journal of the Neurological Sciences.)

CONCLUSIONS

A great deal of data has been generated on PPS, and a great deal more will be generated before we understand the pathophysiology of this common and disabling disorder. Perhaps now, to guide future work and direct therapeutic approaches, it is best to think of the symptoms of PPS as due to two lesions of the motor unit: a “progressive lesion” and a “fluctuating lesion.” The progressive lesion gives rise to the symptom of slowly progressive weakness, and is due to the degeneration of terminal axons (and perhaps motor neurons) over the course of years. This lesion, best articulated by Wiechers and Hubble,[18] has been difficult to objectify because of its indolent nature. However, significant clinical weakening has indeed been quantified by several groups, including Munsat and colleagues,[7] and Sonies and Dalakas. [53] The best objective “proof” of the progressive lesion at present is the appearance of muscle fiber atrophy in biopsies, isolated and in groups, suggesting ongoing “permanent” denervation.[22] Diminution of motor unit size over time, as suggested by the macro-EMG studies of Lange et al.,[32] are also consistent with this hypothesis, albeit more controversial.

The other lesion of the PPS motor unit, hypothesized as a “fluctuating lesion,” may be due to dysfunction of terminal axons, which gives rise to symptoms (muscle fatigability, generalized fatigue, and a component of weakness) that can change over the course of minutes to days. The underlying pathophysiology of these symptoms may be due to critical enlargement of motor units with limitations of distal components subserving axonal conduction and NMJ transmission, and/or the constant remodeling of the motor unit which appears to occur in virtually every individual after recovery from paralytic poliomyelitis. The best objective evidence for this ongoing lesion is provided by innumerable electrophysiologic studies demonstrating unstable motor unit action potentials and decrement on repetitive stimulation with conventional EMG, increased SFEMG jitter, and a host ofother studies.[54] In addition, the widespread expression of N-CAM in muscle biopsies of post-polio subjects (sometimes exceeding 10% of fibers)[22] strongly suggests that axono-myofiber interactions are distinctly unstable and/or immature. Clearly, agents that support the integrity or function of motor axonal sprouts may improve or delay patient symptoms in PPS.

ACKNOWLEDGMENTS

We are indebted to the patients from the University of Chicago and the Montreal Neurological Institute and Hospital post-polio clinics who donated their time to participate in our studies, to our collaborators in the studies noted here, and to L. Cetola who typed the manuscript.

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  1. TOMLINSON, B. E. & D. IRVING. 1985. Changes in spinal cord motor neurons of possible relevance to the late effects of poliomyelitis. In Late Effects of Poliomyelitis. L. S. Halstead & D. O. Wiechers, Eds.: 57. Symposia Foundation. Miami. FL.
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  5. WIECHERS, D. O. 1988. New concepts of the reinnervated motor unit revealed by vaccine associated poliomyelitis. Muscle & Nerve 11: 356-368. [PubMed Abstract]
  6. TROJAN, D. A., D. GENDRON & N. R. CASHMAN. 1991. Electrophysiology and electrodiagnosis of the post-polio motor unit. Orthopedics 14: 1353-1361. [Lincolnshire Library Full Text]
  7. CASHMAN, N. R., R. MASELLI, R. L. WOLLMANN, R. ROOS, R. SIMON & J. P. ANTEL. 1987. Late denervation in patients with antecedent paralytic poliomyelitis. N. Engl. J. Med. 1317: 7-12. [PubMed Abstract]
  8. STALBERG, E. & J. V. TRONTELJ. 1979. Single fibre electromyography. The Mirvalle Press Limited. Old Woking. Surrey. UK.
  9. HAKELIUS, L. & E. STALBERG. 1974. Electromyographical studies of free autogenous muscle transplants in man. Scand. J. Plast. Reconstr. Surg. 8: 211-219. [PubMed Abstract] 25. ADAMS, R. D. 1975. Diseases of muscle: A study in pathology. 3rd edit. Harper & Row. Hagerstown, MD.
  10. COVAULT, J. & J. R. SANES. 1985. Neural cell adhesion molecule (N-CAM) accumulates in denervated and paralyzed skeletal muscles. Proc. Natl. Acad. Sci. USA 82: 4544-4548. [PubMed Abstract]
  11. CASHMAN, N. R., J. COVAULT, R. WOLLMANN & J. R. SANES. 1987. Neural cell adhesion molecule in normal, denervated, and myopathic human muscle. Ann. Neurol. 21: 481-489. [PubMed Abstract]
  12. MASELLI, R. A., N. R. CASHMAN, R. L. WOLLMAN, E. F. SALAZAR-GRUESO & R. ROOS. 1992. Neuromuscular transmission as a function of motor unit size in patients with prior poliomyelitis. Muscle & Nerve 15: 648-655.
  13. CASHMAN, N. R., R. L. WOLLMANN, R. MASELLI, R. ROOS & J. P. ANTEL. 1994. Grouped myofiber atrophy in patients with prior paralytic poliomyelitis. Submitted.
  14. STALBERG, E. 1983. Macro EMG. Muscle & Nerve 6: 619-630. [PubMed Abstract] 31. WIECHERS, D. O. 1985. Pathophysiology and late changes of the motor unit after poliomyelitis. In Late Effects of Poliomyelitis. L. S. Halstead & D. O. Wiechers, Eds.: 91-94. Symposia Foundation. Miami, FL.
  15. LANGE, D. J., T. SMITH & R. E. LOVELACE. 1989. Postpolio muscular atrophy: Diagnostic utility of macroelectromyography. Arch. Neurol. 46: 502-506. [PubMed Abstract] 33. TROJAN, D. A., D. GENDRON & N. CASHMAN. 1994. Macroelectromyography and fiber density in post-poliomyelitis syndrome. Arch. Phys. Med. Rehabil. In press.
  16. HODES, R. 1948. Electromyographic study of defects of neuromuscular transmission in human poliomyelitis. Arch. Neurol. Psychiatry 60: 457-473.
  17. TRONTELJ, J. V., M. MIHELIN, J. M. FERNANDEZ & E. STALBERG. 1986. Axonal stimulation for end-plate jitter studies. J. Neurol. Neurosurg. Psychiatry 49: 677-685. [PubMed Abstract]
  18. TROJAN, D. A., D. GENDRON & N. R. CASHMAN. 1993. Stimulation frequency-dependent neuromuscular junction transmission defects in patients with prior paralytic poliomyelitis. J. Neurol. Sci. 118: 150-157. [Lincolnshire Library Full Text]
  19. STALBERG, E., M. S. SCHWARTZ & J. V. TRONTELJ. 1975. Single fiber electromyography in various processes affecting the anterior horn cell. J. Neurol. Sci. 24: 403-415. [PubMed Abstract] 38. MILLER, R. G. 1984. The effects of nerve injury on the neuromuscular junction. In The Neuromuscular Junction. R. A. Brumback & J. Gerst, Eds.: 235-237. Futura Publishing Company. Mount Kisco, NY.
  20. SWIFT, T. R. & M. K. GREENBERG. 1984. Miscellaneous neuromuscular transmission disorders.

In The Neuromuscular Junction. R. A. Brumback & J. Gerst, Eds.: 303-304, 305-309. Futura Publishing Company. Mount Kisco, NY.

  1. MULDER, D. W., E. H. LAMBERT & L. M. EATON. 1959. Myasthenic syndrome in patients with amyotrophic lateral sclerosis. Neurology 9: 627-631.
  2. DENYS, E. H. & F. H. NORRIS. 1979. Amyotrophic lateral sclerosis impairment of neuromuscular transmission. Arch. Neurol. 36: 202-225. [PubMed Abstract]
  3. BERNSTEIN, L. P. & J. P. ANTEL. 1981. Motor neuron disease: Decremental response to repetitive nerve stimulation. Neurology 31: 204-207. [PubMed Abstract]
  4. SCHWARTZ, M. S. & E. STALBERG. 1975. Myasthenic syndrome studies with single-fiber electromyography. Arch. Neurol. 32: 815-817. [PubMed Abstract]
  5. RAYMOND, C. A. 1986. Decades after polio epidemics, survivors report new symptoms. JAMA 255: 1397-1404. [PubMed Abstract]
  6. TROJAN, D. A. & N. R. CASHMAN. 1989. Treatment of fatigue in the post-poliomyelitis syndrome with pyridostigmine. Arch. Phys. Med. Rehabil. 70: A42 (Abstr.).
  7. TROJAN, D. A. & N. R. CASHMAN. 1994. Pyridostigmine treatment of disabling fatigue in postpoliomyelitis syndrome. Submitted.
  8. HARE, T. W., A. H. HAKKI, D. T. LOWENTHAL, A. S. ISKANDRIAN & B. L. SEGAL. 1985. Simplified scale for rating perceived exertion in patients with coronary artery disease. Ann. Sports Med. 2: 64-68.
  9. SEIZERT, B. & R. OWENS. A double-blind placebo controlled crossover study of pyridostigmine in postpolio fatigue. Arch. Phys. Med. Rehabil. In press.
  10. MINIEKA, M., G. ERGUN & H. M. MATSCHKE. Esophageal dysmotility in post-polio syndrome. In preparation.
  11. COOK, J. E., B. WENGER & M. A. KOLKA. 1992. Chronic pyridostigmine bromide administration: Side effects among soldiers working in a desert environment. Military Med. 157: 250-254. [PubMed Abstract]
  12. TROJAN, D. A., D. GENDRON & N. R. CASHMAN. 1993. Anti-cholinesterase responsive neuromuscular junction transmission defects in post-poliomyelitis fatigue. J. Neurol. Sci. 114: 170- 177. [Lincolnshire Library Full Text]
  13. KILFOIL, M., D. M. M. ST. PIERRE, D. A. TROJAN & N. R. CASHMAN. 1994. Reliable isokinetic evaluation of neuromuscular fatigue and the effects of pyridostigmine in subjects with post-poliomyelitis syndrome: A pilot study. Arch. Phys. Med. Rehabil. Submitted.
  14. SONIES, B. C. & M. C. DALAKAS. 1991. Dysphagia in patients with the post-polio syndrome. N. Engl. J. Med. 324: 1162-1167. [PubMed Abstract]
  15. TROJAN, D. A., D. GENDRON & N. R. CASHMAN. 1991. Electrophysiology and electrodiagnosis of the post-polio motor unit. Orthopedics 14: 1353-1361. [Lincolnshire Library Full Text]

Other articles in this volume (Volume 753 of the Annals of the New York Academy of Sciences May 25,

1995) also referenced:

  1. MASELLI, R. A., R. WOLLMANN, R. ROOS. 1995. Function and ultrastructure of the neuromuscular junction in post-polio syndrome. Ann N Y Acad Sci 753: 129-137. [PubMed Abstract]
  2. TROJAN, D. A., N. R. CASHMAN. Anticholinesterases in post-poliomyelitis syndrome. Ann N Y Acad Sci 753: 285-295. [Lincolnshire Library Full Text]

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Correlation of Electrophysiology with Pathology, Pathogenesis and Anticholinesterase Therapy Read More »

National Rehabilitation Hospital Limb Classification for Exercise, Research and Clinical Trials

National Rehabilitation Hospital Limb Classification for Exercise, Research, and Clinical Trials in Post-Polio Patients

Lauro S. Halstead,* Anne Carrington Gawne, and Bao T. Pham The Post-Polio Program

National Rehabilitation Hospital

102 Irving Street, N. W.

Washington, DC 20010-2949

The Post-Polio Syndrome: Advances in the Pathogenesis and Treatment Volume 753 pp 343- 353 of the Annals of the New York Academy of Sciences May 25, 1995.

Lincolnshire Post-Polio Library copy by kind permission of Dr. Gawne

The appropriate role of exercise for post-polio patients presents a clinical and research dilemma. It is well known from muscle physiology that exercise of various types improves both muscle strength and endurance. Following episodes of acute paralytic polio, patients often went through long periods of exercise training and re-education to regain the muscle strength and mass they had lost. In fact, exercise was frequently viewed as the “cure” for paralytic polio and if one did enough exercises, the belief of many patients was they could “overcome” or beat polio.

Now decades later, many persons who had paralytic polio are experiencing new weakness in muscles previously affected by polio as well as muscles felt to be unaffected.[1] Because the initial theories concerning new weakness focused on a dysfunctional or deteriorating motor neuron that was already overextended, the preliminary belief among most clinicians was that appropriate management of these overused motor units would minimize further overwork.[2-5] This meant either no exercise or, at the most, very limited exercise.

Although the exact cause of late-onset weakness in polio is still not completely understood and, in fact, may represent the result of several processes acting separately or together, it is now becoming clear that new muscle weakness in many persons may have a reversible or “treatable” component that responds well to certain types of exercise.[6-8] However, it is also clear that the same exercise program cannot be prescribed to each individual because the extent of involvement and possibly the cause of new weakness may vary from individual to individual as well as from limb to limb within the same person. In addition, in the absence of more precise information concerning each individual’s history and possible cause of new weakness, it may be inappropriate to adapt exercise guidelines from a heterogeneous research group to an individual patient in a clinical setting. Similarly, without a standard nomenclature for each individual or limb, it is difficult to compare the effectiveness of one exercise program reported in the literature to another. The patient descriptors currently in use, “symptomatic” and “asymptomatic,”[8,9] or in some

cases, “with and without post-polio syndrome,”[5-7] do not provide enough information to adequately distinguish patients or, more precisely, to distinguish limbs, with very different histories, physical exams, and electrodiagnostic findings.

For these reasons, we developed a limb-specific exercise classification to make exercise prescriptions in the typical clinical setting more rational and systematic. In addition, it is anticipated that such a classification would be very useful in clinical research trials testing the impact of various medications or new exercise protocols. It is our hope that use of this classification will give us a common language and make it possible to compare more accurately the results of different types of interventions applied to the same class of limbs – in other words, to be able to compare like with like. The classification is based on both remote and recent history, a physical examination, and electrodiagnostic studies (EMG/NCS). Using this classification, we report the results of a prospective study and present several case histories as well as a list of proposed exercises appropriate for each level of classification in both clinical and research settings.

METHODS

One hundred consecutive post-polio patients were evaluated with a comprehensive history and physical examination performed by one of two physicians.[10] As part of the evaluation each patient underwent a four-extremity electrodiagnostic screening examination, which included a nerve conduction study (NCS) of bilateral median and ulnar sensory nerves as well as a needle electromyograph (EMG) protocol of three muscles in each extremity. In the upper extremity, the biceps, triceps, and first dorsal interosseous or abductor pollicis brevis were studied. In the lower extremity, the quadriceps, tibialis anterior, and the gastrocnemius were examined. Additional limb muscles as well as lumbar and cervical paraspinals were studied as clinically indicated.

Using this combination of history, physical examination, and EMG data, we evaluated each limb and assigned it to one of the five classes according to the most severely involved muscle. The classification of each limb was determined, in turn, by five elements: (1) history of weakness at the time of acute polio; (2) the presence or absence of new weakness; (3) current strength on manual muscle testing; (4) the presence or absence of old and/or new atrophy; and (5) the presence or absence on electromyogram (EMG) of findings consistent with remote anterior horn cell disease (AHCD).

The National Rehabilitation Hospital (NRH) Post-Polio Limb Classification consists of five classes summarized in TABLE 1. NRH Class 1 limbs (no clinical polio) contain those muscles without obvious evidence of polio. There is no remote history of weakness in these limbs and no new weakness. Strength ranges from good to normal, there is no atrophy, and reflexes are normal. The screening EMG of key muscle groups as described is normal, with normal insertional activity (IA) and no evidence of muscle membrane instability (fibrillations [fibs] or positive sharp waves [PSW]). Motor unit action potentials (MUAPs) are normal in size and configuration, with full recruitment. In defining Class I limbs, if every muscle were studied exhaustively, the possibility of finding some abnormalities on EMG compatible with old polio would be quite high. Because this is not practical in most clinical and research settings, we adopted the convention of using a standardized sampling technique. Clearly, if the physical examination suggests involvement of other muscle groups, they should be included in the EMG evaluation of that limb.

TABLE 1. National Rehabilitation Hospital Post-Polio Limb Classification
Class I No clinical polio
Class II Subclinical polio

 

 

Class III Clinically stable polio
Class IV Clinically unstable polio
Class V Severely atrophic polio

 

 

NRH Class II limbs (subclinical polio) present with either no remote history of weakness, or if paresis was present, there was eventually full clinical recovery.[1,4,11,12] There is no history of new weakness or atrophy, strength is in the good to normal range, and reflexes are normal. On EMG, IA is normal and no fibrillations or PSW are observed. MUAPs are slightly larger than normal with increased polyphasics and decreased recruitment.

NRH Class III (clinically stable polio) are those limbs with stable strength. There is a history of remote weakness in one or more muscles in these limbs, with incomplete recovery, but no complaints of new weakness or atrophy. On physical examination the strength ranges from fair to good, and reflexes are normal or decreased. Chronic atrophy may be present. On EMG, IA is normal and sometimes there are fibs or PSW, but generally these are small and sparse. MUAPs are large with increased polyphasics and up to 50% decrease in recruitment.

NRH Class IV limbs (clinically unstable polio) are similar to Class III limbs; there is, however, a history of new weakness and possibly atrophy. They are generally weaker, with less dynamic and isometric strength than Class III.[9] Atrophy is often present and reflexes tend to be decreased proportional to the weakness. EMG findings are similar to Class III; however, MUAP amplitude and percentage of polyphasics may be increased.[9] Recruitment is further reduced and more fibs may be seen.[13]

NRH Class V limbs (severely atrophic polio) are those limbs that are severely atrophic. The major muscles in these limbs had remote weakness and little-to-no improvement. New weakness may be present; however, the muscles in these limbs are already so weak it is hard to tell. On physical examination, the major muscles are extremely weak with marked atrophy and diminished-to-absent reflexes. On EMG there is decreased IA, fibs or PSW may be present, little-to-no MUAPs with variable amplitude, increased polyphasics, and markedly decreased recruitment.[12,14] In general, there is little functional use of these extremities.

GUIDELINES FOR CLASSIFICATION

For purposes of using this classification, we have adopted several rules or guidelines. These include: (1) each major muscle is classified separately; (2) the limb is classified according to the most affected muscle; (3) Class I and V limbs do not change; (4) limbs in other classes may change, for example, Class II limbs may progress to Class III (though not commonly), and Class III limbs frequently progress to Class IV limbs; and (5) Class IV limbs can sometimes revert to Class III limbs with proper management. As with any classification system, each object (limb) can be assigned to one and only one class and no limb can be without a class. Theoretically, one could classify each major muscle in each limb which would provide a more precise picture of that extremity. However, it would make the classification system and process considerably more cumbersome and would defeat one of its central purposes, notably, to create a simple, easy-to-use taxonomy.

RESULTS

We classified 400 limbs in 100 consecutive post-polio patients. TABLE 2 shows the demographic characteristics of this population. There were 62 females and 38 males with a mean age of 55 years, ranging from 22 to 82 years. They had a mean of 43 years since polio with a range from 10 to 80 years. The results of classifying the 400 limbs in these 100 patients is shown in TABLE 3. Each limb was assigned to only one class using the criteria outlined above and no limbs could not be classified. There were 94 (23%) Class I limbs, 88 (22%) limbs in Class II, 95 (24%) limbs in Class III, 75 (19%) limbs in Class IV, and 48 (12%) limbs assigned to Class V. The frequency distribution of upper and lower extremities by class is shown in FIGURES 1 and 2. As others have found, there was a preponderance of more severely involved limbs in the lower extremities.[15,16] Seventy-two percent of the legs were in Classes III, IV, and V compared with 37% of the arms in these same three classes.

TABLE 2. Demographic Data on 100 Consecutive Post-Polio Outpatients.
Sex (n) Age (years) Years Post-Polio
Male (38) Mean: 55 Mean: 43
Female (62) Range 22-82 Range 10-80

 

 

TABLE 3. NRH Limb Classification of 100 Consecutive Post-Polio Outpatients.
NRH*

Class

Upper

Extremity

Lower

Extremity

Total**
I 84 10 94
II 42 46 88
III 42 53 95
IV 25 50 75
V 7 41 48
Total 200 200 400
* NRH, National Rehabilitation Hospital.

** Number of limbs classified = 400.

 

 

FIGURE 1. Frequency distribution of upper extremity limbs by class in 100 consecutive post-polio outpatients (n = 200).

FIGURE 2. Frequency distribution of lower extremity limbs by class in 100 consecutive post-polio outpatients (n = 200).

CASE HISTORIES

Case 1

L.D. is a 67-year-old semiretired man who had acute, paralytic polio at age four in 1930. According to his recollection and that of his parents, he experienced mild weakness of only the left leg. His recovery was good and during school years he was able to keep up with his classmates in outdoor activities. Although he denied any impediment as an adult, his wife noticed a slight limp especially when he was tired.

In 1985, at the age of 59 –55 years after his original polio– his limp became more pronounced, he started falling on occasion, and lie was aware of his left knee going into recurvatum as a way of stabilizing his leg.

In 1993, he presented at the clinic with complaints of easy fatigue on walking, pain in his left quadriceps with activity, and occasional tripping on curbs and stairs. He denied joint pain, new atrophy or generalized fatigue, and his past history was unremarkable except for hypertension controlled by medication. Physical examination was pertinent for fair+ strength in all major muscle groups of the left leg except the quadriceps, which were poor. Deep tendon reflexes were diminished in the left leg and sensation was normal. There was no significant leg length discrepancy, and the remainder of the physical exam was unremarkable except for compensatory hypertrophy and strength in the muscles of the right leg. Electrodiagnosis revealed changes compatible with old polio confined to the left leg. The rest of the exam was normal including evaluation of the lumbar paraspinal muscles.

Comment. This patient presents several interesting features with respect to his exercise management and the application of the limb classification. (1) Even though his initial polio involvement was felt to be mild and confined to one major muscle group in one limb, his subsequent history and physical exam made it clear he had significant involvement of all major muscle groups in his left leg. (2) Based on our experience and that of many others, the degree of disease in the left lower extremity strongly suggested that the right lower extremity would also show subclinical polio changes on EM exam. To our surprise, no “traces”of remote polio were found by EMG in that limb in the three key muscles examined. (3) These findings expanded his exercise options and made it possible for us to recommend an aerobic exercise program that involved three of his four extremities. His limbs were classified as follows: both arms and the right leg were Class I and the left leg was Class IV. His rehabilitation management included a long leg brace (LLB) on the left to stabilize his ankle and knee joints and a cane in his right hand to reduce weight bearing on the left leg and improve his overall stability. Because he still worked part-time as a consultant and had a busy schedule, we prescribed an upper extremity ergometer that he used 20-30 min a day at 80% of his maximum heart rate (HR max) three to four times a week at home. During the warm weather, he used a community pool on alternate days to swim laps for 20 min using a floater to support his weak left leg. Without the classification, we would have discouraged any formal exercise involving the right leg and been unsure what guidelines to give him for his arms.

Case 2

S.R. is a 46-year-old woman university professor who had acute polio at age 8 in 1955. She had paresis of both legs, more marked on the right than the left, but denied any weakness in her arms or difficulty with breathing or swallowing. She wore a LLB on the right leg through junior high school and then walked without any assistive device except for an occasional cane in the left hand.

In 1993, at the age of 46 –38 years after the onset of acute polio– she presented in our clinic with a

history of three to four years of progressive weakness of the right leg and generalized fatigue that came on in the mid-to-late afternoon. She had muscle and joint pain in the right leg with weight-bearing activities and noticed new atrophy in the right thigh one year before coming to the clinic. The remainder of the history was unremarkable except for a hysterectomy in 1989. Physical examination was pertinent for fair to-fair+ strength in all major muscle groups in the right leg and fair-to-good strength in major muscle groups in the left leg. There was moderate atrophy of the right leg and scattered atrophy in the left. Deep tendon reflexes were diminished consistent with decreased strength. Sensation was normal but there was a ¾-inch leg length discrepancy and mild scoliosis concave to the right. Strength, sensation, and reflexes were normal in the upper extremities, and the remainder of the physical exam was unremarkable. Electrodiagnostic studies revealed changes compatible with old polio throughout both legs and scattered giant motor units in both arms.

Comment. The evidence of old polio by EMG in the left leg was predictable; findings compatible with old

polio in the patient’s arms were unexpected but not unprecedented. In fact, it was just these kinds of unexpected findings that led us to develop a screening four-limb EMG protocol that is now a standard part of the evaluation of new patients in our clinic. Classification of this woman’s limbs were as follows: both arms were Class II (subclinical), the left leg was Class III (stable), whereas the right leg was Class IV (unstable). Her rehabilitation management included a LLB on the right along with a ¼-inch heel lift that was gradually increased to ¾ inches, a manual wheelchair for long distances, an afternoon rest break, and pacing of her daily activities with an emphasis on avoiding prolonged standing and walking. Because we were concerned about the possibility of new weakness developing in the left leg, we recommended that she use forearm crutches for long distance when a wheelchair was impractical. However, she opted for a cane in the left hand for the time being. We did not give her any formal exercises for her “good” left leg as it was already getting a substantial workout every day in the course of her normal routine, and it was our belief that adding a structured exercise program on top of a full day of activities was inviting additional new muscle weakness. Although her arms looked and felt normal, the positive EMG findings made us reluctant to exercise her arms as though they were normal. Instead, our approach was to prescribe aerobic exercises with less intensity and duration than for Class I or normal limbs. In this case the patient was put on an all exercise program using an upper extremity ergometer at 60-80% of HR max for 15-20 min a day on alternating days three times a week. We felt that normal walking at home and work provided adequate exercise for her legs, especially the right, and we also recommended handicapped plates. The value of the classification in this case was to alert us to the presence of subclinical polio in her arms which helped guide us in prescribing slightly less rigorous exercises than we might otherwise have given her. In addition, it helped guide us to a more conservative approach in the management of the “good” left leg.

Case 3

W.T. is a 44-year-old male stockbroker who had vaccine-related polio at age 21 in 1970. He experienced weakness in both legs and his left arm but had a good clinical recovery that reached a neurological and functional plateau three years later at the age of 24. He presented at the clinic in 1993, 24 years following his acute episode, with no particular problems but was interested in a general evaluation and recommendations concerning his future management. Pertinent findings on physical exam included good to-normal strength in his left arm, normal strength in his right arm, normal strength in his left leg, and good-to-fair strength in the hip and knee muscles of his right leg. The right dorsiflexors were poor and the plantar flexors were trace. Muscle bulk and reflexes were compatible with these findings, and the remainder of the exam was unremarkable. Electrodiagnosis showed changes consistent with old polio in all four limbs.

Comment. This patient is presented to illustrate an important exception in applying the rules for deciding a limb classification. Because there was reduced strength but no new weakness in his left arm, it was assigned to Class III. His right arm and left leg had normal strength and bulk but evidence of subclinical polio on EMG, and therefore were both classified in Class II. His right leg provides the exception. According to the classification guidelines, one normally classifies a limb based on the weakest major muscle or group of muscles. In the case of this patient, the weakest major muscles were his tibialis anterior and the triceps surae which were in the trace-to-poor range. The weakness and associated atrophy of the muscles of the foot and ankle would ordinarily place this limb in Class V. However, by using a short leg brace, it was possible to readily stabilize the foot and ankle and compensate for much of the lost strength and function in that limb. When this is possible, the remaining muscles can be exercised more normally and the classification then depends on the strength of the other muscles. In this case, the muscles of the hip and knee were in the good-to-fair range with no new weakness; therefore, the limb was reclassified in Class III. Exercises were prescribed based on Class III guidelines, and the patient was encouraged to favor his stronger Class II limbs whenever possible.

DISCUSSION

There are several pathophysiologic features of paralytic polio which distinguish it from other neurological disorders and which make it difficult to predict easily and reliably the absence or extent of involvement in a particular muscle or an individual limb 30, 40 or 50 years after the initial disease. These features include (1) the focal, asymmetric involvement of motor neurons throughout the nervous system; (2) the high

percentage of infection of anterior horn cells during the acute illness which Bodian found was commonly as high as 95%;[17] (3) the fact that some anterior horn cells could become infected and then recover, although possibly still harboring some permanent impairment; (4) the fact that patients could experience substantial involvement of muscles that would not be apparent to either themselves or their physicians but would show evidence of involvement by EMG many years later; and (5) the observation that many patients experienced various degrees of involvement of a limb that later became, for all practical purposes, normal in strength, appearance, and function.

It is because of these pathophysiologic features of polio that exercise prescriptions must be applied cautiously and within an objective, scientific framework. Limbs that have normal strength and mass cannot be assumed to be “polio free” anymore than limbs felt to be unaffected originally (by history and muscle testing) can be assumed to be uninvolved.

Based on this rationale, we believe a screening EMG exam is essential before a polio subject undertakes a formal exercise program. However, even more basically, we feel it is crucial that an objective, standard taxonomy be developed for classifying each limb in patients with paralytic polio. As with other diseased (or disease-free) organs, a standardized taxonomy provides a means of establishing a common language that can be used by clinicians and researchers alike. This makes it possible to establish an objective baseline before initiating treatment and then apply a systematic, rational protocol appropriate for each class. When results of various protocols and clinical trials are then compared, we have a better basis for understanding their efficacy and their applicability to other patients (or limbs) with similar involvement.

SUMMARY

A need exists for an objective classification of polio patients for clinical and research purposes that takes into account the focal, asymmetric, and frequent subclinical nature of polio lesions. In order to prescribe a safe, effective exercise program, we developed a five-level (Classes I-V) limb-specific classification system based on remote and recent history, physical examination, and a four-extremity electrodiagnostic study (EMG/NCS). Class I limbs have no history of remote or recent weakness, normal strength, and a normal EMG. Class II limbs have no history of remote or recent weakness (or if remote history of weakness, full recovery occurred), normal strength and EMG evidence of prior anterior horn cell disease (AHCD). Class III limbs have a history of remote weakness with variable recovery, no new weakness, decreased strength, and EMG evidence of prior AHCD. Class IV limbs have a history of remote weakness with variable recovery, new clinical weakness, decreased strength, and EMG evidence of AHCD. Class V limbs have a history of severe weakness with little-to-no recovery, severely decreased strength and atrophy, and few-to-no motor units on EMG. In a prospective study of 400 limbs in 100 consecutive post polio patients attending our clinic, 94 (23%) limbs were Class I, 88 (22%) were Class II, 95 (24%) were Class III, 75 (19%) were Class IV, and 48 (12%) were Class V. Guidelines for the use of this classification in a clinical/research setting are presented along with sample case histories and class-specific exercise recommendations.

Note: An Appendix with a Summary of Each Class and Proposed Exercise/Activities follows the list of References.

REFERENCES

  1. DALAKAS, M. C. 1986. A long-term follow-up study of patients with post-poliomyelitis neuromuscular symptoms. N. Engl. J. Med. 15(314): 959-963. [PubMed Abstract] 2. CASHMAN, N. R. 1987. Late denervation in patients with antecedent paralytic poliomyelitis. N. Engl. J. Med. 317: 7-12. [PubMed Abstract]
  2. WIECHERS, D. O. & S. L. HUBBEL. 1981. Late changes in the motor unit after acute poliomyelitis. Muscle & Nerve 4: 524-528. [PubMed Abstract]
  3. HAYWARD, M. & D. SEATON. 1979. Late sequelae of paralytic poliomyelitis: A clinical and electromyographic study. J. Neurol. Neurosurg. Psychiatry 42: 117-122. [PubMed Abstract] 5. EINARSSON, G., G. GRIMBY & E. STALBERG. 1990. Electromyographical and morphological function compensation in late poliomyelitis. Muscle & Nerve 13: 165-171. [PubMed Abstract] 6. FELDMAN, R. M. & C. L. SOSKOLNE. 1987. The use of non-fatiguing exercises in post polio syndrome. In Research and Clinical Aspects of the Late Effects of Poliomyelitis. L. S. Halstead & D. O. Wiechers, Eds. 23(4): 335-341. March of Dimes Birth Defects. White Plains, NY. [PubMed Abstract]
  4. EINARSSON, G. 1991. Muscle conditioning in late poliomyelitis. Arch. Phys. Med. Rehabil. 72: 11-14. [PubMed Abstract]
  5. AGRE, J. C. & A. A. RODRIGUEZ. 1991. Intermittent isometric activity, its effect on muscle fatigue in post-polio subjects. Arch. Phys. Med. Rehabil. 72: 971-975. [PubMed Abstract] 9. AGRE, J. C. & A. A. RODRIGUEZ. 1990. Neuromuscular function: Comparison of symptomatic and asymptomatic polio subjects to control subjects. Arch. Phys. Med. Rehabil. 71: 545-551. [PubMed Abstract]
  6. HALSTEAD, L. S. 1991. Assessment and differential diagnosis for post-polio syndrome. Orthopedics 14(11): 1209-1217. [Lincolnshire Library Full Text]
  7. CASHMAN, N. R. 1987. Post-poliomyelitis syndrome: Evidence of ongoing denervation in symptomatic and asymptomatic patients. In Research and Clinical Aspects of the Late Effects of

Poliomyelitis. L. S. Halstead & D. O. Wiechers, Eds. 23(4): 237-240. March of Dimes Birth Defects. White Plains, NY. [PubMed Abstract]

  1. WIECHERS, D. O. 1986. Pathophysiology and late changes in the motor unit as revealed by electromyography. Orthopedics 8(7): 870-872. [PubMed Abstract]
  2. NELSON, K. R. 1990. Creatinine kinase and fibrillation potentials in patients with late sequelae of polio. Muscle & Nerve 13: 722-755. [PubMed Abstract]
  3. DALAKAS, M. C. 1988. Morphological changes in the muscles of patients with postpoliomyelitis neuromuscular symptoms. Neurology 38: 99-104. [PubMed Abstract]
  4. WINDEBANK, A. J., J. R. DAUBE, W. J. LICHTY, M. CODD, E. Y. S. CHAO, L. T. KURLAND & R. IVERSON. 1987. Late sequelae of paralytic poliomyelitis in Olmsted County, Minnesota. In Research and Clinical Aspects of the Late Effects of Poliomyelitis. L. S. Halstead & D. O. Wiechers, Eds. 23(4): 27-38. March of Dimes Birth Defects Foundation. White Plains, NY. [PubMed Abstract]
  5. MAYNARD, F. M. 1985. Differential diagnosis of pain and weakness in post-polio patients. In Late Effects of Poliomyelitis. L. S. Halstead & D. O. Wiechers, Eds.: 33-44. Symposia Foundation. Miami, FL.
  6. BODIAN, D. 1985. Motoneuron disease and recovery in experimental poliomyelitis. In Late Effects of Poliomyelitis. L. S. Halstead & D. O. Wiechers, Eds.: 45-56. Symposia Foundation. Miami FL.

* Corresponding author.

APPENDIX

Summary of Each Class and Proposed Exercise/Activities.

Class I. No Clinical Polio.

Remote history No weakness.

Recent history No new weakness.

Physical exam Good-to-normal strength.

Normal sensation and reflexes.

No atrophy.

EMG/NCS Normal (using standard screening exam).

Recommended Exercises.

Moderate intensity for nonathletic adults (using guidelines of the American College of Sports Medicine).

Intensity: 60-80% of maximal heart rate or 6-9 metabolic equivalents (mets).

Duration: 15-30 min.

Frequency: 3-5 days a week.

Sample exercises

Swimming 25-35 yards/min.

Walking 5-6 mph.

Bicycle riding 12-14 mph.

Class II. Subclinical Polio

Remote

history No weakness or if affected, full clinical recovery.

Recent

history No new weakness.

 

Physical exam

Good-to-normal strength. Normal sensation and reflexes. No atrophy.

 

EMG/NCS Chronic denervation consistent with anterior horn cell disease (large polyphasic motor unit action potentials).

No evidence of acute denervation.

Proposed Exercises.

Modify Class I.

Intensity: 60-80% reserve heart rate or 5-7 mets.

Duration: 15-30 min.

Frequency: 3-4 days/week on alternate days.

Pacing: Perform 4-5 min, rest 1 min.

Sample exercises

Swimming 25 yards/min.

Walking 4-5 mph.

Bicycle riding 10-12 mph.

N.B. Decrease if pain, fatigue or new weakness.

Class III. Clinically Stable Polio.

Remote history Weakness with variable recovery.

Recent history No new weakness.

Physical exam Poor-to-good strength.

Normal sensation.

Normal-to-decreased reflexes

May have atrophy.

EMG/NCS Chronic denervation consistent with anterior horn cell disease. May have evidence of acute denervation.

Proposed Exercises.

Intensity: 4-5 mets.

Duration: 15-20 min.

Frequency: 3-4 times/week on alternate days.

Pacing: Resting 1 min/2-3 min of activity.

Sample activities

Swimming 20 yards/min.

Walking 4 mph.

Bicycle riding 10 mph.

N.B. Modify if new weakness, pain or fatigue.

Class IV. Clinically Unstable Polio.

Remote history Weakness with variable recovery.

Recent history New weakness.

Physical exam Poor-to-good strength.

Normal sensation.

Normal-to-decreased reflexes.

May have atrophy.

EMG/NCS Chronic denervation.

May have evidence of acute denervation.

Proposed Exercises.

Trial of rest to exclude overuse.

Daily active/passive stretching program.

Aerobic exercises in activities of daily living.

No cardiopulmonary aerobic exercise.

If overuse excluded, trial of monitored, nonfatiguing progressive resistive exercise program. If overuse weakness, modify activity, use bracing, scooter, etc.

Class V. Severely Atrophic Polio.

Remote history Weakness with little recovery.

Recent history May have new weakness.

Physical exam Trace-to-poor strength.

Normal sensation.

Areflexic.

Severe atrophy.

EMG/NCS Decreased insertional activity.

Few-to-no motor unit action potentials of variable size.

May have acute denervation.

Proposed Exercises.

Performing activities of daily living.

Bracing and/or wheelchair usually needed.

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Document Reference: <URL:http://www.zynet.co.uk/ott/polio/lincolnshire/library/halstead/nrhlimbclassification.html> Created: 12th May 1999

Last modification: 29th January 2010.

6th February 2010.

National Rehabilitation Hospital Limb Classification for Exercise, Research and Clinical Trials Read More »

Changing your life by conserving energy

Changing Your Life By Conserving Energy

Mavis J. Matheson MD. Revised May 1995

Polio survivors need to learn to conserve energy if they are to control their symptoms of pain, weakness, and fatigue.[1] It takes effort and a change in attitude to learn to use energy conservation to our greatest advantage. Using our energy well can allow us to do more and do it better.[2] This article suggests four principles of energy conservation and three techniques for making the necessary changes in our lives. Many of us don’t have the strength and energy that we used to have so it’s time we started taking better care of ourselves.

Why Should We Learn to Conserve Energy?

In a study by Peach and Olejnik,[1] recommendations for change included “decreasing overall daily activities, a change in job, work environment modifications, a decrease in work hours, a decrease in social and recreational activities or taking rest breaks, New or additional orthotics were also recommended to effect safer, less painful, and more functional gait patterns. In some patients, a component of disuse weakness was noted. In these cases, appropriate aerobic exercises were recommended, carefully avoiding over-exercising paretic extremities. A number of these patients had become overweight so a weight loss program was recommended.”[1] Those who made recommended changes showed either improvement or resolution of symptoms of weakness, fatigue, and muscle and joint pain. Those who didn’t make changes found symptoms were either unchanged or increased. Those with post-polio syndrome who were able to make changes and successfully control the factors responsible for overuse did not lose muscle strength. Polio survivors who didn’t make changes knew what they needed to do. Many simply refused to make changes in the behaviors that lead to overuse.

Doing More With Less

Agre and Rodriquez 27 noted that the amount of isometric “work” performed during interval exercise was significantly greater (237% on average) than during constant exercise. (Interval exercise was simply the constant exercise divided into quartiles by 2 minute rest breaks or into 20 second intervals with 2 minute rest breaks.) They also found that those with symptomatic post-polio were able to monitor local muscle fatigue and avoid exhaustion. Symptomatic post-polio subjects also recovered strength significantly less readily than a control group. If we allow ourselves to become overtired it takes us longer to get our strength back. By changing our activities to include rest breaks we may we can do more with less effort.

Changing Your Attitude

Change is not always easy. In fact many polio survivors find change very frightening. Change requires examining the attitudes and beliefs that keep us from feeling well. We can change the quality of our lives by changing the way we look at our circumstances, Creative people are most successful at doing this in the long term. They see opportunity, where others see insurmountable problems. There is no reason we cannot see ourselves as creative and start making our lives better. Creative people are simply those who see themselves as creative.[3]

The way we see ourselves may interfere with our ability to change. One approach to the whole issue of activity is to be kind, positive, and gentle with ourselves. The person behind the pain and fatigue, the real you, is a capable, worthy, individual and a beautiful human being. It’s time to start treating ourselves like the wonderful beings we are. It’s time to start taking care of ourselves as if we were precious possessions, only you can decide to be sore and tired or relaxed and comfortable. You must decide if you want your weakness and fatigue to progress. You are responsible for what you do. You have no control over anyone other than yourself, and only when you are clear about who is responsible for your activity will you have the power to master it. You have the capacity to recognize fatigue and overuse.[2] You must decide how much you will or will not do. Your mate, your friends, your boss, your doctor, your physiotherapist, and your occupational therapist can only advise you. When you go on Dr. X’s Program, you may lose the power to choose when, what, and how much you’re going to do. It may carry with it the terrifying feeling that you are back in the polio ward again and someone else is in charge of what you do. It also gives you someone else to blame for your weakness and fatigue — Dr. X’s Program didn’t work. You have given your power away to Dr. X. Dr. X may have some useful suggestions, but only you can decide what works for you.

Four Principles of Conserving Energy

The main principles of Conserving Energy include (1) doing what you most want to do, (2) planning activities for times when you have most energy, (3) learning what your maximum work is and respecting the signs of fatigue you experience, and (4)stopping before you become exhausted.

  1. Before you begin any activity you should think about whether you really want to do it at all. Don’t ask yourself what you should do; ask yourself what you want to do. It is important to be flexible. Let others in the house or office help you with the jobs you find tough. Delegate tasks whenever possible.
  2. Plan your activities for when you have most energy. Most people don’t think about doing things if they are tired. Don’t waste energy by trying to do more than your body can comfortably do. If you are tired by noon, plan activities for the morning. We take a long time to recover if we allow ourselves to become exhausted.
  3. Learn what you can do without pushing yourself and respect the signs of fatigue (including muscle soreness, tiredness, muscle weakness, change in quality of movement, grimacing, etc.). Work simplification is an important tool to use in reaching our daily and long term goals in life. Work at a comfortable easy pace and avoid tension. A moderate work pace uses the least amount of energy and you will make fewer mistakes. Alternate heavy with light work each day and throughout the week. Break up heavy jobs over several days. Sit for as many jobs as possible. Allow time for interruptions and emergencies. If you find walking difficult, take along a wheelchair or get a scooter and save your energy for more important things. Pay attention to your body’s signals. Care enough about yourself to listen to the messages of pain and fatigue. 4. Plan rest periods during the day and STOP before becoming exhausted. When taking a rest, relax completely with your feet up. Try resting 10-15 minutes between each hour or two of activity. It will probably take some trial and error to determine what is best for you. If you get tired in the middle of the day, have a one hour sleep early in the afternoon. Don’t expect the impossible because even with a good plan, there will be setbacks. There are things we can’t change and accepting these will help make our lives work better. Sometimes we have to be willing to do a job less thoroughly than usual so we will have the energy to spend on our family or friends. Other times we may chose not to do the job at all!

Three Techniques to Help Us Make Changes

Kohl suggests three techniques that we could use to help ourselves make changes. These are push to avoid pain, blank pad, and plain talk.

The push to avoid pain system acknowledges the amount of energy that we must generate in order to reduce our activity level. It is a statement of action, not of failure or backing down. It means that we are dedicated to taking care of ourselves. Other people, obligations, and commitments will be prioritized according to pain thresholds and those actions that reduce pain. To delegate is action; to use nighttime oxygen or respiratory equipment is an action with enormous consequences; to retain authority in a seated position requires great assertiveness. Taking care of ourselves is not giving in but rather a restatement of control. The pain will not control us, we will control the pain.

The blank pad method of documenting accomplishments during the day reinforces a sense of purpose. Instead of making list after list of things to be done and then crossing off what has been completed, use a blank pad to record all you have done. It is a great training exercise for developing awareness of all the energy expenditure that does occur. It also saves us from devaluing ourselves for that which was not done. The goal is to avoid negative feedback at the end of the day and replace it with positive feedback.

Plain talk was developed in response to people asking how to keep themselves and others from feeling manipulated. If someone does not respect a simple “No” in response to a request, we may have to ask, “Why do you want me to be in pain, more tired, overextended, not able to enjoy our time together, etc. ?” We need to practice simply worded responses that will increase the other person’s awareness of the impact of their requests without creating defensiveness.

Taking Care of Yourself

You have changed physically. Your old coping strategies don’t work anymore. You must decide if you want your weakness and fatigue to progress. You are responsible for what you do. When you are clear about who is responsible for your activity you have the power to master it. You can live better if you adapt to the changes in your body. Energy conservation can help you feel better and do more with less. Only you can make the decision to take control and take care of yourself.

References

  1. Peach PE, Olejnik S. Effect of treatment and non-compliance on post-polio Sequelae. Orthopedics.

1991; 14:1199-1203 2. Agre JC, Rodriquez AA Neuromuscular Function in Polio Survivors. Orthopedics. 1991;

14:1343-1347 3. Zelinski EJ. The Joy of Not Working. 4. Kohl SJ. Emotional Responses to the late effects of Poliomyelitis. In Halstead LS, Weichers DO,

eds. Research and Clinical Aspects of the Late Effects of Poliomyelitis. White Plains, NY: March of Dimes Birth Defects Foundation; 1987:135-143

This site is now maintained by Chris Salter [Email linpolioweb@loncps.demon.co.uk] of the Lincolnshire Post-Polio Network Original Document Preparation: Tom Dempsey. Document

Last modification: 6th December 1997

Changing your life by conserving energy Read More »

Managing the Late Effects of Polio

Managing the Late Effects of Polio

from a Life-Course Perspective

FREDERICK M. MAYNARD

Case Western Reserve University

MetroHealth Medical Centre

Department of Physical Medicine and Rehabilitation

2500 MetroHealth Drive

Cleveland, Ohio 44109-1998

Ann N Y Acad Sci 1995 May 25;753:354-360

Lincolnshire Post-Polio Library copy by kind permission of the author

During the past decade many investigations have been conducted concerning the etiology of post-polio syndrome (PPS). The hypothesis proposed by Wiechers and Hubbell[1] that post-polio people were having a degenerative fragmentation of their giant motor units as a basis for progressive muscle weakness appears now to be substantiated by many electrophysiological and pathological studies. Although several recent investigations have explored possible mechanisms that initiate motor unit deterioration, most notably immunological and hormonal dysfunction results have been inconclusive and no effective cure for PPS has been found. Therefore, clinicians must focus on effective management.

This paper reviews the implications of recent research investigations for the management of patients with PPS. It proposes that current knowledge supports the view that PPS is a secondary condition frequently occurring during the life course of people with residual motor impairment from paralytic poliomyelitis and does not support the view that PPS is a distinct pathological process which should be labeled a disease or illness.

The Institute of Medicine recently proposed a model for understanding secondary disability development (Fig 1).[2] In this model a secondary condition is defined as any new condition that develops in the life course of a person with a primary disabling condition. Life-style/behavioral and biological risk factors interact with the primary disability to influence the process of further disablement from the secondary condition. New pathologies may progress to greater impairment, more functional limitation or additional disability. The process of secondary disablement then interacts with quality of life. The life-course paradigm for understanding secondary disablement emphasizes developmental and aging processes that can be expected during a person’s life to increase chronic impairment and evolve into more functional limitation, thus requiring frequent readaptation to avoid additional disability.[3]

FIGURE 1. Schematic representation of a model for secondary disabilty development proposed by the Institute of Medicine.[2]

DIAGNOSTIC AND ETIOLOGICAL CONSIDERATIONS

If the life-course model of secondary disablement is applied to people with a past history of polio, PPS is a secondary condition that post-polio people are at risk of developing. Inasmuch as the diagnostic criteria for PPS are inherently subjective symptoms (pain, greater weakness, fatigue), PPS cannot be defined objectively, and individualized criteria must be used. A more quantifiable criterion for diagnosing PPS is the presence of a new, or greater degree of, functional limitation resulting from the level of symptoms that a person is experiencing. This definition of PPS permits a clinician to consider diagnosis and management of a person with a past history of polio holistically because many new health problems may occur during the life of a post polio person that affect the neuromusculoskeletal systems and functional abilities. Conditions that are “unrelated” as well as “related” to previous paralytic polio residuals affect function, and the consideration of what is “related” implies a subjective judgment about a causal relationship. The term “late effects of polio” may be preferable to PPS for describing specific new health conditions in which a causal relationship is likely (e.g., obstructive sleep apnea in a person who had bulbar polio and has pharyngeal muscle weakness; degenerative arthritis in a person who walked many years with a weak quadriceps muscle). Alternatively, PPS can be used when a causal relationship between current symptoms and chronic post-polio impairments is unclear, although a new functional limitation or disability has developed in association with the stereotypical symptoms of the syndrome.

It has been suggested that the life course of people with a past history of paralytic polio often includes a slow decline in muscle strength that may become sufficient to affect everyday functional activities. One long-term follow-up study documented a progressive decline in strength among persons with post-polio,

as measured by serial manual muscle test scores.[4] Although this finding has not been substantiated with serial quantitative measurements of muscle strength over one or two years, declining strength is widely reported subjectively by polio survivors.[5] It has also been suggested that slow decline of strength may occur during the life course of muscles with chronic partial denervation and reinnervation from other conditions than polio, for example, partially innervated/denervated muscles at the zone of partial preservation after spinal cord injury, particularly when these muscles are used repetitively at near maximal capacity during daily activities.[6] This phenomenon of slowly increasing weakness and fatigue may represent accelerated aging of giant neuropathic motor units and becomes clinically relevant when a functional limitation results at the point when strength is insufficient to perform a customary or important

daily activity. Cashman has characterized new postpolio weakness as a syndrome of “delayed failure of reinnervation”[7] Therefore any new condition affecting a person’s general health will steepen the slope of age-related decline of muscle strength during the life course of a post-polio person. This view is compatible with the clinical onset of PPS after the development of non-polio-related (co-morbid) medical conditions, including severe injuries. Although PPS then results from disuse atrophy, the weakness never is completely reversed because of the reduced capacity in the later life course of persons with post-polio to again reinnervate denervated muscle fibers and/or hypertrophy sarcomeres to preinjury levels.

Several findings from an in-depth study of 120 polio survivors, with and without new symptoms and with a spectrum of residual weakness and locomotor severity, support this view of PPS.[8] Significant correlations were found between new functional limitations and the following individual characteristics: (1) diagnosis of non-polio-related co-morbid conditions, (2) reduced cardiovascular fitness, (3) obesity, and (4) elevated cholesterol ratio.[9] Musculoskeletal problems of the upper and lower limbs were also highly prevalent (Table 1), and many were significantly correlated with the presence of new functional limitations.

TABLE 1. Prevalence of Secondary Muskuloskeletal Problems among 120 Polio Survivors¹
Secondary Condition Percent
Sensory loss in the hand 79
Median neuropathy at wrist 58
Ulnar neuropathy at wrist 24
Carpal tunnel syndrome 31
Hand or wrist arthritis (X-ray) 48
Hand weakness 56
Impaired hand dexterity 52
Upper limb joint pain 56
Lower limb joint pain 49
Spinal pain 50
Gait abnormality 59
¹ From Maynard et al[8]

 

 

PSYCHOLOGICAL CONSIDERATIONS

Beyond discussions over accuracy of terminology, there are other important reasons to adopt a life-course paradigm for evaluating PPS symptoms rather than a traditional medical paradigm. In the traditional medical paradigm a physician views new symptoms as resulting from a disease and a possible cure is implied. However, based on our current understanding of the pathophysiology of post-polio motor units, a real cure seems unlikely and the goal of medical care is to minimize and control decline of strength over the life course. In my experience when symptoms are cured, it usually results from treatment of co-morbid conditions or specific secondary conditions, for example, sleep apnea. If a physician finds no specific secondary condition and communicates uncertainty over the diagnosis for symptoms, patients may become fearful. If it is suggested that symptoms have a psychoneurotic basis, patients may become angry. If symptoms are minimized by attributing them to “getting old,” depression or anger can result. If a cure for pathology is sought but not found, withdrawal and depression can be expected. If physicians communicate helplessness, patients will feel hopeless. People can feel victimized by the disease and the health care system that fails them.

In the life-course paradigm for evaluating secondary disability the physician considers the development of PPS as a not-unexpected event in the life of a person with a history of polio. Physicians are reminded by this view to examine first a person’s general health and well-being and to carefully consider the impact of co-morbid conditions that may have developed or need to be diagnosed. An attitude of health promotion and risk reduction for all health problems is encouraged in the patient. If current weakness has created increased functional limitation or disability, then attributing it to the expected life course and aging of a person with chronic motor impairment will promote an attitude of knowledge-seeking and coping in the patient — just as able-bodied people want to learn more about normal aging. Post-polio patients are asked to examine their life-styles closely and to reconsider their expectations for activity performance after an objective analysis of their muscle strength and endurance. Life-style modifications, including activity pacing, planned exercise regimes, dietary change, and stress reduction are a few of the behaviors that must be nurtured.

Recent research in psychology suggests that among people with spinal cord injury a person’s attribution for the cause of their injury was highly predictive of successful coping.[10] In a similar way, attribution theory may influence the way a person with post-polio copes with new disability. For example, a person with long-standing moderate leg weakness from paralytic polio who has walked with two crutches for 30

years develops painful arthritis or tendonitis of the shoulders which limits walking and leads to greater arm weakness and more shoulder strain. These strain-induced shoulder problems could be considered to not unexpectedly result from prolonged, high-frequency heavy loading of tissues which show normative age-related reduced capacity for heavy loading without strain. Alternatively, one could attribute these shoulder strain problems to the onset of progressive weakening of muscles that is unique to people with a previous history of polio, or PPS. In the first view, symptoms are considered to result from age-related normative changes in organs (shoulders) that can be expected to have characteristic manifestations (degenerative arthritis/tendonitis) and functional implications (greater difficulty walking) among people with chronic motor impairments (walkers with crutches). In other words, problems are attributed to not unexpected life course changes. In the second explanation for the cause of shoulder problems, symptoms are attributed to condition-specific (post-polio) rates and types of changes in specific organ systems (nerve and muscle) that result in new functional limitations (PPS). The latter explanation can lead to a “self fulfilling prophesy,” or nocebo effect, that predicts worsening because no attribution is made to a person`s present or past activity that is under their own control. Psychological distress may be greater with the latter explanation than the former because it implies that PPS is a new disease with an unpredictable likelihood of rapid progression. Some people, particularly those who are relatively young (e.g., in their

early forties) may be more distressed by an explanation that attributes early aging, rather than a new disease, because the notion of growing old threatens their self-image of vitality and implies acquiring other disability characteristics of older people. For other people, attributing the problem to overuse strain may evoke guilt because of their own role in causing it or anger at health professionals who did not warn them about its future likelihood. Although the true cause of these problems may include both explanations, what may be most important for successful coping is an individuals attribution and/or understanding of the cause. The role of the physician in helping patients to understand their condition may strongly influence their attribution and subsequent coping. This role can be very challenging if done in a

way that promotes successful coping among post-polio patients.

In a recent study that compared distressed/depressed to nondistressed/nondepressed polio survivors, the former were found more likely to be living alone, to be experiencing new health problems, to seek professional help, to view their health as poor, to report greater pain, to be less satisfied with their occupational status and life in general, and to exhibit poorer coping skills in relation to their disability. Coping factors associated with nondistressed/nondepressed subjects included positive self-acceptance, information seeking/sharing about disability, and social activism.[11] Therefore, conceptualization of PPS as an event in the life course of people with chronic post-polio motor impairments, rather than as an acute illness, may help promote successful coping. Writing in a Hastings Center report on ethical challenges in chronic illness, Jennings states that within the acute illness model, illness is viewed as an “alien threat to the self and the goal is to defend and restore the self by curing or compensating for the illness.”[12] According to the acute illness model, the provider and patient enter into a contract wherein the goal is to defeat the enemy, that is, the illness. Restoration of functioning to a premorbid status is the aim, via destruction of the enemy within, to eventuate a cure. Inherent within the acute medical model is the traditional doctor-patient relationship, wherein the role of the patient is typically passive in nature. Care for people with chronic disabling conditions should be directed toward the minimization of the impact of any further disablement. Diplomacy becomes a better metaphor than warfare for appropriate medical care. If successful living with a chronic disability is a process of negotiation, the role of medicine is to facilitate that process.

CLINICAL EVALUATION AND MANAGEMENT

What then should a physician’s approach be in treating patients with post-polio syndrome? It should begin with a comprehensive and detailed history that allows them to gain a life-course perspective on the person’s functional abilities and activity patterns and on the severity of any residual polio impairments and functional limitations. This will enable a practitioner to consider all current symptoms in the appropriate context and to evaluate them in relation to current muscle strength, joint deformities, functional abilities, and other general health indicators. On the basis of the initial comprehensive assessment a further in-depth review of systems may be needed to consider the impact of all other health issues on musculoskeletal functioning and PPS symptomatology. The practitioner must adopt a primary-care-physician approach to the health of the person with postpolio and decide if a diagnostic workup is needed to identify other conditions that may be treatable and that may impact on the general health and functional capacity of the person. Some of the most common general health issues that must be considered include cardiopulmonary diseases that affect vitality and endurance; endocrine diseases such as hypothyroidism and diabetes; immunological abnormalities including allergic disorders and states of chronic stress; nocturnal hyperventilation and sleep apnea; dysphagia; neuromusculoskeletal problems including spinal disorders associated with spinal cord or nerve root impingement; peripheral nerve compression syndromes; myofascial pain syndromes; arthritis; and psychoemotional disorders such as depression and posttraumatic stress syndromes.

After all secondary conditions have been fully evaluated and optimally treated or managed, persons with post-polio must build a partnership with their physician based on effective communication and trust. Patients should receive all rehabilitative therapies that can assist them to improve functional limitations, reestablish mental and physical equilibrium in their lives, and adopt an attitude of negotiation with any residual new (secondary) disability. They should be informed about and offered adjunctive treatment options, such as exercise, drugs for fatigue or new assistive devices. Consultations with occupational therapists, social workers or psychologists, as well as participation in support groups, can be of additional assistance in considering beneficial changes in life-style.

Lastly, the physician needs to facilitate the patient’s adoption of a health promotion and risk prevention attitude toward their health and life-style. After reviewing their vulnerability to progressive functional loss over the life course, patients should be encouraged to participate in wellness programs that can provide them with information and guide them in training behavioral changes that focus on nutrition, exercise, functional activity, posture, stress reduction, and coping. In summary, new scientific knowledge and advances about the late effects of polio will be used optimally in the lives of persons with post-polio only if applied with advanced skill in the art of medicine.

REFERENCES

  1. Wiechers, D. O. & S. Hubbell. 1981. Late changes in the motor unit after acute poliomyelitis. Muscle & Nerve 4: 524-528. [PubMed Abstract]
  2. Pope, A. M. & A. R. Tarlov, Eds. 1991. Disability in America — Toward a National Agenda for Prevention. National Academy Press. Washington, DC.
  3. Scheer, J. & M. L. Lubovsky. 1991. The cultural context of polio biographies. Orthopedics 14: 1173-1181. [PubMed Abstract]
  4. Dalakas, M. C., G. Elder, M. Hallett et al. 1986. A long-term follow-up of patients with post poliomyelitis neuromuscular symptoms. N. Engl. J. Med. 314: 959-963. [PubMed Abstract] 5. Agre, J. C., A. A. Rodriquez & J. A. Tafel. 1991. Late effects of polio: Critical review of the literature on neuromuscular function. Arch. Phys. Med. Rehabil. 72: 923-931. [PubMed Abstract] 6. Maynard, F. M. 1993. Changing care needs.In Aging with Spinal Cord Injury. G. Whiteneck et al., Eds. Demos. New York.
  5. Cashman, N. R., R. Manselli, R. L. Wollman et al. 1987. Late denervation in patients with antecedent paralytic poliomyelitis. N. Engl. J. Med. 317: 7-12. [PubMed Abstract] 8. Maynard, F. M., M. Julius, N. L. Kirsch et al. 1991. The late effects of polio: A model for identification and assessment of preventable disabilities. Final Report to Centers for Disease Control (#U59/CCU5:0338-03). Department of Physical Medicine and Rehabilitation, University of Michigan. Ann Arbor, MI.
  6. Maynard, F. M., M. Forchheimer, S. Roller et al. Secondary conditions associated with declining functional abilities among polio survivors. Arch. Phys. Med. Rehabil. 72: 795.
  7. Silber, R. L. & C. B. Wortman. 1980. Coping with undesirable life events. In Human Helplessness: Theory and Applications. J. Garber & M. E. P. Seligman, Eds.: 279-340. Academic Press. New York.
  8. Tate, D., N. Kirsch, F. Maynard, C. Peterson, M. Forchheimer, A. Roller & N. Hansen. 1994. Coping with the late effects: Differences between depressed and non-depressed polio survivors. Am. J. Phys. Med. Rehabil. 73(1): 27-35. [PubMed Abstract]
  9. Jennings, B., D. Callahan & A. L. Caplan. 1988. Ethical challenges of chronic illness. Hastings Cent. Rep. Spec. Suppl. Feb./March.

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Managing the Late Effects of Polio Read More »

Medications

MEDICATIONS

Portions of an article by Ruth Wyler-Plaut in the Greater Boston Post-Polio Association newsletter

At the April 30, 1995, New Jersey Polio Network Conference, Dr. Lauro Halstead…… described four drugs and four modalities that have been under study for the treatment of symptoms of the post-polio syndrome (PPS). Mestinon (pyridostigmine bromide) is known to enhance neuromuscular transmission. It has been used for many years to treat myasthenia gravis. Preliminary studies showing an effect on generalized fatigue and muscle fatigability in some patients with PPS have prompted plans for a multi-center, double-blind study of efficacy in some 200 patients. Results could be available in two years. Mestinon has few side effects, mostly gastrointestinal, such as diarrhoea and flatulence. Somatomedin-C (Sm-C) (also known as insulin growth factor) appears to stimulate the growth of peripheral nerves and muscles. It is available only for experimental use. After studies found Sm-C levels to be low in some patients with PPS, a small study was done that showed temporary improvement in strength and endurance. More studies may be conducted. There is concern, but no evidence to date, that the use of such agents may also stimulate the growth of other tissues, such as tumors. No further studies of two other drugs, amantadine and prednisone, are being planned because each exhibits undesireable side effects and lack of significant efficacy. Double-blind studies of each by the National Institute of Health failed to show any benefit for general fatigue or muscle fatigue, although in each case a few individuals did feel one or the other had helped. Amantadine has been used over the years to treat various viral conditions as well as symptoms of Parkinson’s disease and fatigue in patients with multiple sclerosis. The side effects of amantadine, such as edema and mental confusion, are disturbing. Prednisone, a corticosteroid known for its anti-inflammatory properties in immunologic disorders, is a very potent drug with significant side effects such as osteoporosis, increased susceptibility to infections, weight gain, acne, etc. Dr. Halstead also discussed briefly the following modalities being used for PPS. The exact mechanism of action is unclear for any of these therapies, and each appears to need to be repeated from time to time to maintain an effect. Electro-Acupuncture (delivered to the ear lobe) may be helpful in treating fatigue in some patients with PPS. According to one study, it can be painful. TESconsists of low-level electrostimulation applied at night to a selected muscle over a period of months to years. It is probably most effective in muscles that become weak from disuse rather than inadequate nerve stimualtion. Dr. Karen Pape, of the Magee Clinic in Toronto, Canada, first tried it in PPS. No studies have been published, but anecdotal reports of efficacy in PPS have prompted its use in the United States. There appear to be no side effects. Multi-Modality Therapy (hydro-therapy, massage, pressure therapy, etc.) provides muscle relaxation, muscle stimulation and possible muscle and nerve re-education. No studies of its use have been done, but patients with PPS have reported it effective in treating fatigue, muscle weakness and other aspects of PPS. It is available through a group called Futures Unlimited in Columbus, Mississippi. Super Blue-Green Algae, a food supplement, was the only dietary treatment mentioned. Several people have reported it relieved some of the symptoms of PPS. It comes as tablets, capsules or powder and it is available from Cell Tech Co. of Klamath Falls, Oregon through distributors. This site is now maintained by Chris Salter of the Lincolnshire Post-Polio Network, Original Document Preparation: Tom Dempsey. Last modification: 13th December 1997

Medications Read More »

An Introduction to Post Polio Syndrome

An Introduction to Post Polio Syndrome

JACK TROMBADORE

In an Introduction to Post Polio Syndrome, Dr. Richard L. Bruno, Ph.D., Kessler Institute for Rehabilitation, presented a wide-ranging overview of the physiology of polio, the nature of PPS, the causes of the late effects of polio, and the many newly-recognized methods of treatment that may minimize these late effects of polio.

Dr Bruno’s lecture and materials were prepared for presentation to hospital staffs throughout New Jersey as a part of their “Grand Rounds” and continuing medical education. The workshop was one of several presented by the NJ Polio Network at its conference on Post-Polio Syndrome in April.

It is estimated that there are 1.63 million polio survivors in the U.S. today including 50,000 in New Jersey.

The polio virus enters the body through the mouth and progresses to the throat, the gut and then through the wall of the gut, the intestine, into the blood vessels, the blood and then into the central nervous system, causing nerve damage in varying degrees in spinal paralytic, bulbar, or non-paralytic polio, the three main types of polio. Although the Federal health authorities did not keep records of the numbers of polio cases in earlier years, it is believed that 1952 was the peak year with 82,000 reported cases, with the number decreasing to 10,000 cases in 1962, although the Salk vaccine was available to some of the population in 1954.

The most frequently reported sequelae of PPS are fatigue, muscle weakness, muscle pain, joint pain, and intolerance to cold. With paralytic polio, 90% of the motor neurons are affected in some way, but one must typically lose 60% of the motor neurons in the spinal cord to have any weakness at all; with only 5% of the motor neurons remaining undamaged, some strength remains, and a polio survivor may still function for years with that degree of severe motor neuron damage.

In cold, motor nerves can be seriously affected causing limb stiffness, loss of strength, and loss of manual dexterity. The motor nerves of polio survivors typically function as if it were 20 degrees colder than the outside temperature, and there can be a 75% loss of strength at 65 degrees.

It is now known that physical over-exertion and emotional stress trigger muscle weakness. Strenuous exercise, intensive physical therapy, and similar “Sister Kenny” treatment are predictors of increased muscle weakness and fatigue in polio survivors who participated in such therapy and self-inflicted overexertion. Ironically, it is those survivors who were most paralyzed, who underwent intensive physical therapy and exercised, and recovered the most function, who now experience the severest post-polio sequelae.

Other causes of fatigue are sleep apnea, respiratory insufficiency, depression, and physical and emotional stress. Fatigue is thought to be caused by polio virus damage to the brain which produces loss of concentration, impaired memory and attention, and difficulty in staying awake.

Polio survivors are twice as sensitive to pain, and Dr Bruno stresses it is important to so advise your doctor in order to avoid problems that may arise from undermedication; your doctor should also know, well in advance of surgery, that polio survivors are easily anesthetized but very slow to come out of anesthesia. It must not be assumed that all doctors possess this knowledge.

Studies by Dr Bruno and his associates show that assistive devices such as braces for weak limbs, crutches, and scooters can conserve energy and increase strength; bracing can save 300% of your energy. He asks, “Why beat up your body when you don’t need to?” It is imperative to “slow down” to keep from needlessly expending what strength remains in bodies previously abused by overexertion. Pacing ones self by frequent rest periods at work or in daily tasks will increase efficiency and productivity. We must learn to take care of our bodies now or risk losing whatever motor function remains to us. Work simplification and stress management are critical, together with nonfatiguing strengthening exercise.

PPS can be slowed down, arrested, and sometimes reversed, by understanding the causes of weakness, fatigue, and pain, and by adhering to Dr Bruno’s “Golden Rule” for PPS, “If it causes fatigue, weakness, or pain, DON’T DO IT!”

Dr Bruno urges all post-polio groups and individuals to inform their doctors that the PPS Grand Rounds Education Lecture is available to all hospitals throughout New Jersey without charge to the hospital, its staff, or the public. Dr Bruno may be reached at (201) 368-6057 for details.

NEW JERSEY POLIO NETWORK NEWSLETTER Fall 1995

An Introduction to Post Polio Syndrome Read More »

Post Polio Syndrome Information for Physicians

Post Polio Syndrome (PPS): Information for Physicians

Mavis J Matheson, M.D.

An early outline of an article published in The Canadian Family Physician; April 1995, entitled “Practical Tips on Post-polio Syndrome.”

About 64% of people who had paralytic polio have symptoms of PPS. The median age of polio survivors in the United States is 48 years so the prevalence of PPS and the need for treatment will only increase over time. These patients have generally not been treated by health professionals who are comfortable or conversant with polio as a chronic disabling condition with delayed manifestations.

Symptoms (% of PPS patients with symptoms)

  1. Fatigue (83-9 1%) 2. Joint and muscle pain (71-86%) 3. Muscle weakness (87-95%) 4. Psychological Stresses 5. Cold Intolerance (29-56%) 6. Respiratory Insufficiency (39-42%) 7. Difficulty Swallowing (10-20%)

SYMPTOMS

Emg studies can confirm the history of acute poliomyelitis but no tests can reliably diagnose PPS. The diagnosis is based on clinical findings. Those who have experience with PPS generally agree that symptoms have qualitative features that are reasonably characteristic.

  1. Fatigue (83-91%) Described as: “hitting the polio wall”, “lack of energy”, “lack of desire to do things”, “heavy sensation in the muscles” , “increasing loss of strength during exercise”, “flu-like aching with change in energy and endurance”. Fatigue tends get worse as the day goes on.
  2. Joint and muscle pain (71 – 86%) Due to years of overstress of joints, ligaments, and tendons and overuse of muscles. Muscle pain is usually a deep, aching pain but may be “close to the surface”, “crawling” or “cramping”.
  3. Muscle weakness (87-95%) Diagnostic Criteria For Post-polio Muscular Atrophy (PPMA) 1. A credible history of poliomyelitis 2. Partial recovery of function 3. A minimum 10 year period of stabilization after recovery 4. Subsequent development of progressive muscular weakness New atrophy appears in fewer than half of the patients with new weakness, (28-39%) Weakness can occur in muscles that had symptoms during the original polio (69-88%) or in muscles that did not appear weak during the original polio (50-61%) New weakness is often random and scattered.
  4. Psychological Stresses (causes increased symptoms in 62-70%) – difficulty concentrating and collecting thoughts when fatigued – recurrence of a supposedly old resolved problem -lack of diagnosis from the medical community – Type “A”, independent, perseverent, obstinate, detached, creative, denying of limitations “polio personality” makes life-style changes difficult to accept.
  5. Cold Intolerance (29-56% Increasing fatigue and weakness when exposed to cold. May have coolness and colour change to a violet hue of the effected arm or leg.
  6. Respiratory Insufficiency (39-42%) More common in people who needed ventilator during the acute polio.
  7. Difficulty Swallowing (10-20%) Food sticking, coughing or choking with swallowing.

MANAGEMENT

Treat complicating medical problems (including anemia, thyroid, obesity, infections, diabetes etc.)

  1. Excessive fatigue Energy conservation measures, rest or sleep breaks (sleep decreases fatigue better than rests.) Overexertion, emotional stress, cold temperatures, and hot temperatures increase fatigue. ?Prescribe or recommend?( B vitamins, eldepryl, pyridostigmine, amitriptyline.) None of these has been fully tested.
  2. Muscle and joint pain and joint instabilities Overexertion, emotional stress, cold temperatures, and hot temperatures cause increased pain. Decrease mechanical stress on joints, weight loss, decrease in activities causing overwork (pain, burning, aching). Return to using assistive devices (including orthoses, wheelchairs, adaptive equipment). Anti-inflammatory medications (use sparingly so patients do not continue to overuse damaged joints and muscles). Massage. Evaluate orthopedic disease.
  3. Muscle Weakness Do or arrange muscle strength testing and EMG studies. Overwork of weakened muscles will result in more weakness. Overexertion, emotional stress, cold temperatures, and hot temperatures cause increased weakness. Decrease physical stress on muscles and joints. Prescribe non-fatiguing (sub maximal, short duration) strengthening exercises. Stretching exercises to maintain flexibility. Heart and lung conditioning, ?follow creatine kinase.

4 Psychological counseling and support Make the diagnosis. Contact local polio survivors’ group. Encourage adjustment to required lifestyle changes. Weakness, fatigue, muscle pain and joint pain improved or resolved in those who complied with suggestions for life style changes. Assess sleep disturbances (consider depression, or sleep apnea).

  1. Cold Intolerance (29-56%) Insulate from cold. In cold weather dress for temperatures about 10 deg. C colder than the actual temperature.
  2. Respiratory Insufficiency (39-42%) Pulmonary function tests + – referral to Pulmonologist, Pneumovax and Influenza vaccines, Eliminate smoking. Treat obstructive disease. Treat sleep apnea. Assist ventilation if necessary. Treat secondary heart failure.
  3. Difficulty Swallowing (10-20%) Refer to specialist for assessment.

Post Polio Syndrome Information for Physicians Read More »

An Open Trial of Pyridostigimine in Post Polio Syndrome

An Open Trial of Pyridostigmine in Post-poliomyelitis Syndrome

Daria A. Trojan and Neil R. Cashman

The Canadian Journal of Neurological Sciences Volume 22, No. 3 August 1995 223-227

Lincolnshire Post-Polio Library copy by kind permission of Dr. Trojan

From the Department of Neurology, Montreal Neurological Institute and Hospital, McGill University, Montreal.

RECEIVED DECEMBER 6, 1994. ACCEPTED IN FINAL FORM MARCH 29, 1995.

Reprint requests to: Daria A. Trojan, M.D., Montreal Neurological Institute, 3801 University, Montreal, Quebec, H3A 2B4.

Abstract

Background: One of the major symptoms of postpoliomyelitis syndrome (PPS) is disabling generalized fatigue. Subjects with PPS also report muscle fatiguability and display electrophysiologic evidence of anticholinesterase-responsive neuromuscular junction transmission defects, suggesting that anticholinesterase therapy may be useful in the management of disabling fatigue. Methods: We initiated an open trial of the oral anticholinesterase pyridostigmine, up to 180 mg per day, in 27 PPS patients with generalized fatigue and muscle fatiguability. Response to Pyridostigmine was assessed with the Hare fatigue scale, the modified Barthel index for activities of daily living, and a modified Klingman mobility index. Results: Two patients could not tolerate the medication. After one month of therapy, 16 patients (64%) reported a reduction in fatigue on the Hare fatigue scale; three of 16 showed improvement on the modified Barthel index for activities of daily living, and two of 16 experienced improvement on a modified Klingman mobility index. Pyridostigmine responders were significantly more fatigued than non-responders on the pre-treatment Hare score, but were not significantly different with regard to age, sex, age at acute poliomyelitis, or severity of acute poliomyelitis. Conclusions: Pyridostigmine may be useful in the management of fatigue in selected patients with PPS. Response to pyridostigmine may be predicted by severity of pre-treatment fatigue.

Postpoliomyelitis syndrome (PPS) is a clinical syndrome consisting of new weakness, fatigue, and pain following decades of functional stability after recovery from paralytic poliomyelitis.[1-4] Generalized systemic fatigue is a common complaint in patients with postpoliomyelitis syndrome (PPS;[1-57). Muscle fatiguability, defined as increased weakness on exertion improving with rest, can also be observed in PPS,[6] and is similar to that seen in myasthenia gravis (MG;[7]) and amyotrophic lateral sclerosis (ALS;/87). Neuromuscular junction transmission abnormalities as revealed by decrement on repetitive stimulation and increased jitter on single fiber electromyography (SFEMG) are observed in MG,[7] ALS,/8-12) and in patients with antecedent paralytic poliomyelitis.[3,13-18] In MG, the neuromuscular transmission defect is postsynaptic.[7] In ALS and PPS, the defect is thought to be presynaptic, secondary to defective terminal axonal conduction and/or impaired release of acetylcholine.[6,10,16,17,19] The oral anticholinesterase agent pyridostigmine is useful in the treatment of muscle fatiguability in MG and ALS.[7,8] Neuromuscular junction transmission as measured by repetitive stimulation and jitter on stimulation SFEMG can improve with administration of anticholinesterases in PPS./13,17] In addition, clinical response to pyridostigmine has been associated with improvement of neuromuscular junction transmission with the short-acting, intravenous, anticholinesterase edrophonium indicating that fatigue in PPS is due to anticholinesterase-responsive neuromuscular junction transmission defects in a proportion of fatigued post-polio patients.[17] For these reasons, we initiated an open trial to assess the response of disabling fatigue in patients with PPS to pyridostigmine.

MATERIALS AND METHODS

Patients

A series of 27 patients attending a post-poliomyelitis clinic at the Montreal Neurological Institute and Hospital were selected for the study. All patients provided a history consistent with prior paralytic poliomyelitis followed by prolonged convalescence and partial or complete recovery, and at least 10 years of functional stability. Patients were evaluated with a standardized history and physical examination.[3] All 27 patients provided a complaint of generalized systemic fatigue and muscle fatiguability, and were unresponsive to treatment with more conservative measures. They provided their informed consent to participate in the study.

Methods

Data obtained on all patients included age at time of study, sex, age at acute paralytic poliomyelitis, years since acute poliomyelitis, and duration of new symptoms. An estimate of severity of initial acute poliomyelitis was made by use of a modified index as described by Klingman et al.[20] On this 6-point measure, one point was given for involvement of each of four extremities (partial or complete paralysis), one point for involvement of speech and/or swallowing, and one point for respiratory involvement (with or without mechanical ventilation). The Hare fatigue symptom scale (Table 1)./21] the modified Barthel ADL index,/22] and a modified Klingman mobility index (Table 2)/20) were determined for each month following initiation of treatment. Responders were defined as those who experienced an improvement of at least 20% on initial fatigue scores. The maintenance dosage of pyridostigmine was 60 mg three times a day. To minimize the incidence of side effects, initial dosage was 30 mg every day, increased by 30 mg every other day until the maximum dosage was attained. One patient experienced significant improvement with a minimum of side effects at 120 mg every day, and for this reason was maintained on a lower dosage. Statistical comparisons between the two groups of patients, “responders” and “non-responders,” were performed using the unpaired t-test for continuous data and Fisher’s exact test for proportions. The paired t-test was utilized to compare pre-treatment and post-treatment fatigue scores in individual patients. Statistical significance was accepted at p<0.05.

Table 1: Hare Fatigue Symptom Scale

From Hare et al.: Simplified scale for rating perceived exertion in patients with coronary artery disease. Reproduced with permission. Further reproduction of the table requires authorization from the American Academy of Sports Physicians. Ann Sports Med 1985; 2:64-68. See reference 21. Modified from Klingman et al.: Functional recovery: A major risk factor for the development of postpoliomyelitis muscular atrophy. Reproduced with permission. Copyright 1988, American Medical Association. Modified from Klingman et al. Arch Neurol 1988; 45:645-647. See reference

RESULTS

Twenty-seven patients were entered into an open trial to assess the response of PPS fatigue to pyridostigmine. Two patients were unable to tolerate the medication (see below), and were excluded from further analyses. A significant difference in fatigue scores (Hare fatigue symptom scale, p< 0.0001, with a mean difference + SD of 1.12 + 1.05) was observed when pre-treatment and post-treatment fatigue scores were compared in the entire group of 25 patients that was able to tolerate pyridostigmine (Figure 1). Sixteen patients (64%) reported an improvement on the Hare fatigue score of 20 to 88% (mean improvement 56%) (Figure 1). Of these 16 patients, three patients improved in activities of daily living (modified Barthel ADL index), two improved on mobility indices (modified Klingman mobility index), and one patient who had been unable to work due to fatigue returned to work after initiation of treatment. Mean fatigue score before treatment in the responders was 3.1 + 0.83 (mean

SD), and after treatment decreased to a mean score of 1.4 + 0.64 (p<0.0001). Mean fatigue score before treatment in the non-responder group was 2.2 +0.94. This score did not change with treatment. Duration of treatment in the 16 responders has ranged from 0.1 to 2.8 years, with a mean of 1.2 years. Of the 11 patients who did not experience a reduction in fatigue with pyridostigmine or who were unable to tolerate the medication, two developed increased weakness which resolved on discontinuation of the medication,

Figure 1: Response of Fatigue to Pyridostigmine. Twenty-seven patients with PPS fatigue were entered in an open trial to assess response of fatigue to pyridostigmine.

Two patients were unable to tolerate the medication and are excluded from this figure. Twenty-five patients were treated with pyridostigmine 180 mg qd for at least one month. Sixteen patients experienced an improvement of 20 to 88% (mean 56%), and 9 patients experienced no improvement in fatigue on Hare fatigue index measured before and at least on month after treatment initiated. Mean fatigue score before treatment in the responders was 3.1, and after treatment decreased to a mean score of 1.4. Mean fatigue score before treatment in the non-responder group was 2.2. This score did not change with treatment.

Sport

Some side effects from the medication were noted in 50% of patients, particularily in the initial stages of treatment. These included diarrhea, gastrointestinal cramps, muscle cramps, blurred vision, and increased urinary frequency. In two patients, persistent symptoms were managed by the addition to pyridostigmine of the muscarinic anticholinergic agents oxybutynin chloride or propantheline bromide, for management of increased urinary frequency and diarrhea.

Historical data in the responders and non-responders was compared in an effort to identify characteristics which could predict response to pyridostigmine. There was no significant difference between the two groups with regard to age, sex, age at time of acute poliomyelitis, severity of acute poliomyelitis, duration of new symptoms, and in initial ADL and mobility scores (Table 3). However, responders were significantly more fatigued than non-responders as determined by pre-treatment Hare fatigue scores (p<0.03). Two illustrative case reports follow.

A 44-year-old female with a history of paralytic poliomyelitis at age eight presented to the post-polio clinic with inability to swallow solid food, increased use of a day-time respirator for eight months, four limbs, and general fatigue. During acute poliomyelitis, she developed paralysis of all four limbs, respiratory involvement requiring use of an iron lung, and involvement of speech and swallowing. She experienced moderate recovery of her weakness, and complete recovery of speech, swallowing, and respiratory function. However, at age 17, new respiratory symptoms necessitated the use of a night-time negative pressure respirator, and at age 40 she started using a day-time positive pressure respirator for five to seven hours per day. Examination revealed kyphoscoliosis, atrophy and weakness in all four limbs, muscle fatiguability, and absent deep tendon reflexes. After failure of nonspecific measures such as discontinuation of lorazepam and activity planning, pyridostigmine 180 mg per day was started. Two weeks following initiation of this medication, the patient was able to reduce use of her day-time respirator from five to seven hours per day, to one to three hours per day. She also experienced reduction of general fatigue (Hare fatigue scale, 4 and 2), and was able to walk at least twice as far as previously, and take much fewer rest periods during the day. Four weeks later she was again able to swallow solid food. Seven months following initiation of pyridostigmine, she was planning to return to part-time work as a school-teacher. A 44-year-old woman with a history of poliomyelitis at age 14 presented to the post-polio clinic with complaints of new weakness in her left upper and left lower extremities, general and local muscle fatigue, and pain. At the time of acute poliomyelitis, her left upper extremity was partially paralyzed, and lower extremities were completely paralyzed. She experienced complete recovery of motor strength in her right lower extremity, and significant recovery in left upper and left lower extremities. Over a period of two to three years prior to presentation, she experienced increased left sided weakness, an increased sleep requirement from seven to ten hours per night with an afternoon nap, decreased ability to ambulate, and muscle pain with minimal exertion. She stopped working as a secretary because of her symptoms. Examination revealed no atrophy, mild weakness in the left upper and left lower extremities, and muscle fatiguability. Deep tendon reflexes were brisk, but symmetric in the arms, and normal in the legs. One month later she was started on pyridostigmine 180 mg per day. Her sleeping time decreased to eight hours per day, and the distance she could walk without stopping secondary to muscle pain increased from one block to one mile. Five months following initiation of treatment with pyridostigmine she returned to full time employment.

Fatigue Scores

Figure 2: Pre-treatment Fatigue Scores (Responders vs. Non-responders). Twenty-seven PPS patients were entered into an open trial to assess response of PPS fatigue to pyridostigmine. Two patients were unable to tolerate the medication. Twenty-five patients with PPS fatigue were treated with pyridostigmine 180 mg q d for at least one month. Responders (n= 16) were significantly more fatigued than non-responders (n=9) on pre-treatment Hare fatigue scores

Legend: Responders were significantly more fatigued than non-responders (unpaired t-test, p<0.05) on pre-treatment Hare fatigue scores. There were no significant differences in age, sex, age at acute polio, severity of acute polio, and duration of new symptoms. M=male; F = female; yrs = years; S.D. = standard deviation. Severity of acute polio was estimated on a six point scale. Please refer to text for computation of this measure. Pre-treatment fatigue was assessed on a 0 to 4 Hare fatigue symptom scale (see Table 1).

DISCUSSION

We have observed in an open trial in 27 patients that disabling general fatigue and muscle fatiguability in a proportion of patients with PPS can be effectively managed with the anticholinesterase agent, pyridostigmine, and that response may be predicted by the severity of pre-treatment fatigue. Sixteen in fatigue and functional status. There were no significant differences between responders and non-responders in terms of age, sex, age at acute poliomyelitis, however the two groups of patients were significantly different with regard to reported pre-treatment fatigue scores. In patients with PPS, conditions causing fatigue, such as other neurological disorders, depression, and a variety of medical diseases must be considered and treated before attributing patient fatigue to PPS. If fatigue is believed to be due to PPS, then conservative measures such as weight loss, energy conservation techniques, better organization of daily activities, and planned short rest periods or naps during the day may be beneficial. If these measures are ineffective or insufficient, treatment with pyridostigmine may be warranted in some patients. Some relative contraindications to pyridostigmine include cardiac arrhythmias, increased bronchial secretions and reactivity, and some urological disorders. Our finding that pyridostigmine was more effective in more severely fatigued patients provides information in determining which patients are more likely to respond to this treatment.

The chronic effects of pyridostigmine in PPS are currently unknown; however anticholinesterase agents have been used effectively in the treatment of MG for decades. Anticholinesterase agents are associated with acute and chronic toxicities, both pre- and post-synaptically in experimental animals and humans. 23-25) The doses used in these animal studies and in patients with MG are manyfold higher than the dose which has been used in this trial in PPS (2 g per day in MG versus 180 mg per day in PPS). Pyridostigmine 90 mg per day was recently used in 41,650 soldiers involved in the Gulf War as a pretreatment to possible organophosphate intoxication. A retrospective study found that 50% of soldiers complained of mild side effects (similar to those noted by us, such as soft stools, urinary frequency, abdominal cramps), 1% had side effects severe enough to necessitate medical attention, and <0.1% discontinued the medication because of side effects.[26] In addition, pyridostigmine did not affect soldiers’ ability to perform./26,27] We also found that side effects occurred commonly, but tended to decrease with chronic administration.

The effect of pyridostigmine on muscular function in PPS has been assessed in seven patients with PPS.[28] An isokinetic fatigue protocol was performed by these patients while on and off pyridostigmine. Even though total work for the entire group of patients did not differ while on and off the medication, three patients were weaker and one patient demonstrated increased muscle fatiguability while off the medication. Therefore, pyridostigmine may decrease the subjective symptom of fatigue by not only decreasing muscle fatiguability, but also increasing strength. The basis for the latter effect may be due to enhancing neuromuscular transmission at suboptimally functioning synapses.

Fatigue in PPS has been attributed to a number of sources, both central and peripheral.[29] Possible central causes of fatigue are dysfunction of the reticular activating system, chronic pain including fibromyalgia, depression, sleep disorders, and respiratory dysfunction.[30-34] Proposed peripheral causes of fatigue include metabolic exhaustion of enlarged post-polio motor units, neuromuscular junction transmission defects, and muscular abnormalities. [6,17,35-37] Our data suggest that fatigue in PPS may be multifactorial in nature, but that anticholinesterase-responsive neuromuscular junction transmission defects account for a proportion of this fatigue.

Since our study was an open trial that measured responses of subjective complaints quantitatively, it should be considered preliminary. By employing a specific therapeutic agent, we obtained a response rate of 64% in a selected group of patients, which is higher than that generally attributed to placebo./38]

Based on these encouraging results, a randomized, placebo-controlled, double-blinded trial of pyridostigmine in PPS should be carried out. Pyridostigmine may prove to be a safe and effective treatment of a major disabling symptom of PPS.

ACKNOWLEDGEMENTS

This work was supported in part by the Fonds de la recherche en santé du Québec, the Quebec March of Dimes, and the Association Polio Québec. We are indebted to the reviewers for their constructive criticism, and to the patients who participated in the study.

 

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