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276
CMDT 2025
CHAPTER 9
» General Considerations
Tuberculosis is one of the world’s most widespread and deadly illnesses. M tuberculosis, the organism that causes tuberculosis infection and disease, infects one-quarter of the world’s population, nearly 2 billion people. Based on WHO data, there were 10.6 million new cases of tubercu­losis worldwide in 2022 and 1.3 million deaths. The inci­dence has increased since 2020 after having fallen from 2005 to 2019. The COVID-19 pandemic disrupted tuber­culosis diagnosis and treatment worldwide, resulting in an increase in global incidence of 7.5 million in 2022—the highest since 1995. While most incident cases occur in low- and middle-income countries, tuberculosis is present in all regions of the world. In the United States, an esti­mated 13 million people are infected with M tuberculosis, with 8330 reported active cases in 2023. Tuberculosis occurs disproportionately among disadvantaged popula­tions, such as the malnourished and those living in over­crowded or substandard housing. There is an increased occurrence of tuberculosis among individuals with HIV.
Infection with M tuberculosis begins when a susceptible person inhales airborne droplet nuclei containing viable organisms. Tubercle bacilli that reach the alveoli are ingested by alveolar macrophages. Infection follows if the inoculum escapes alveolar macrophage microbicidal activity. Once infection is established, lymphatic and hematogenous dis­semination of tuberculosis typically occurs before the development of an effective immune response. This stage of infection, primary tuberculosis, is usually clinically and radiographically silent. In most persons with intact cell­mediated immunity, T cells and macrophages surround the organisms in granulomas that limit their multiplication and spread. The infection is contained but not eradicated, since viable organisms may lie dormant within granulomas for years to decades.
Individuals with tuberculosis infection that is latent do not have active disease and cannot transmit the organism to others. However, reactivation of disease may occur if the patient’s immune defenses are impaired. Tuberculosis disease (ie, active tuberculosis) will develop in 5–15% of individuals with latent tuberculosis infection who are not given preventive therapy; half of these cases occur in the 2 years following primary infection. Diverse conditions such as gastrectomy, silicosis, diabetes mellitus, and an impaired immune response (eg, HIV infection; therapy with cortico­steroids, TNF inhibitors, or other immunosuppressive drugs) are associated with an increased risk of reactivation.
In approximately 5% of cases, the immune response is inadequate to contain the primary infection and progres- sive primary tuberculosis develops, accompanied by both pulmonary and constitutional symptoms. The clinical pre­sentation does not definitively distinguish primary disease from reactivation of latent tuberculosis infection. Standard teaching has held that 90% of tuberculosis in adults repre­sents activation of latent disease; however, as many as one­third of new cases in urban populations are primary infections resulting from person-to-person transmission.
The prevalence of drug-resistant strains is increasing worldwide, though in resourced countries including the United States, the rate of multidrug-resistant isolates has
fallen to less than 1%. Risk factors for drug resistance include emigration from regions with a high prevalence of drug-resistant tuberculosis, close and prolonged contact with individuals with drug-resistant tuberculosis, unsuc­cessful or inappropriate initial therapy, and nonadherence to treatment. Drug resistance may be single or multiple. Monoresistant tuberculosis is resistant to one first-line antituberculous drug, either isoniazid or rifampin. Multidrug-resistant tuberculosis (MDR-TB) is resistant to isoniazid and rifampin, and possibly additional agents. Pre-extensively drug resistant tuberculosis (pre-XDR-TB) is resistant to isoniazid and rifampin and a fluoroquino­lone, or to isoniazid and rifampin and at least one of amikacin, capreomycin, or kanamycin. Extensively drug- resistant tuberculosis (XDR-TB) is resistant to isoniazid, rifampicin, a fluoroquinolone, plus a second-line injectable (amikacin, capreomycin, or kanamycin) or bedaquiline, or linezolid. Outcomes of drug-resistant tuberculosis treat­ment are worse than drug-sensitive tuberculosis organ­isms, and outcomes appear to vary with HIV status.
» Clinical Findings
A. Symptoms and Signs
The patient with pulmonary tuberculosis typically presents with slowly progressive constitutional symptoms of mal­aise, anorexia, weight loss, fever, and night sweats. Chronic cough is the most common pulmonary symptom. It may be dry at first but typically becomes productive of purulent sputum as the disease progresses. Blood-streaked sputum is common, but significant hemoptysis is rarely a present­ing symptom; life-threatening hemoptysis may occur in advanced disease. Dyspnea is unusual unless there is exten­sive disease. On physical examination, the patient appears chronically ill and malnourished and often has lymphade­nopathy. On chest examination, there are no physical find­ings specific for tuberculosis infection. The examination may be normal or may reveal classic findings such as post­tussive apical rales.
B. Laboratory Findings
Definitive diagnosis depends on recovery of M tuberculosis from cultures or identification of the organism by DNA or RNA amplification techniques (in concert with appropriate clinical context). At least three consecutive sputum specimens are advised, which should be collected 8 hours apart and include at least one early-morning sample. Acid-fast staining of a sputum smear is performed initially as a screening method, with sensitivity and negative predictive values that are low (50–80%) with a single smear but may improve to 90% with serial sampling. Smear sensitivity is lower in patients coinfected with HIV. Demonstration of acid-fast bacilli on sputum smear does not establish a diagnosis of M tuberculosis since nontuberculous mycobacteria may colonize the airways and are increasingly recognized to cause clinical illness in patients with underlying structural lung disease.
The slow rate of mycobacterial growth; the urgency to provide early, appropriate treatment to patients to improve their outcomes and limit community spread; and concerns about potential drug toxicities in patients treated
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Table 9–13. Essential laboratory tests for the detection of Mycobacterium tuberculosis.
Test Time to Result Test Characteristics
Acid-fast bacilli light microscopy 1 day Three morning specimens recommended. Combined sensitivity of
Nucleic acid amplification test, detection
(NAAT-TB)
Nucleic acid amplification test, resistance
markers (NAAT-R)
Mycobacterial growth detection Liquid (broth based) medium Solid (agar or egg based) medium
Identification of M tuberculosis complex by
DNA probe or high-performance liquid chromatography
First-line drug susceptibility testing
(liquid medium)
Second-line and novel compound drug
susceptibility testing Liquid (broth based) medium Solid (agar or egg based) medium
1
Following detection of mycobacterial growth.
Adapted  from  Diagnostic Standards  and  Classification  of  Tuberculosis  in  Adults  and  Children. This  official  statement  of the  American  Thoracic Society and the Centers for Disease Control and Prevention was adopted by the ATS Board of Directors, July 1999. This statement  was endorsed by the Council of the Infectious Disease Society of America, September 1999. Am J Respir Crit Care Med. 2000;161:1376.
1 day Sensitivity/specificity high for smear-positive specimens, 85–97% for
1–2 days Multiple assays for rifampin and isoniazid are available. Specificity
Up to 6–8 weeks Avg 10–14 days Avg 3–4 weeks
1
1 day
1–2 weeks
 1–2 weeks 3–4 weeks
1
1
1
70% (54% for the first specimen, 11% for the second specimen, and 5% for the third specimen). First morning specimen increased yield by 12% compared to spot specimen.
both; sensitivity falls in smear-negative specimens to ~66%. A positive NAAT in smear-negative patients with intermediate to high (> 30%) pretest probability of M tuberculosis infection is helpful while a negative NAAT is not. Should not be ordered in patients with low pretest probability of M tuberculosis infection.
uniformly high, > 98%. Sensitivity varies from about 84% to 96%, increases with multiple specimens. See text for indications for testing.
Liquid culture methods are more sensitive than solid culture methods
(~90% and 76%, respectively) with shorter time to detection but higher contamination with bacterial growth. Specificity exceeds 99% for all methods.
May be useful in areas of low M tuberculosis incidence where
nontuberculous mycobacteria are commonly isolated.
Gold standard. Should be performed routinely on the initial isolate.
1
empirically who do not have tuberculosis infection have fostered the use of rapid diagnostic techniques (Table 9–13). Molecular diagnostics offer multiple options and many advantages, though at increased expense. Nucleic acid amplification testing not only detects M tuberculosis (NAAT-TB) but also identifies resistance markers (NAAT-R). NAAT-TB can identify M tuberculosis within hours of sputum processing, allowing early isolation and treatment, though the negative predictive value is lower in smear-negative patients. In view of the rapidity of result in concert with rifampin resistance identification, 2020 guidance from the WHO recommends initial rapid molecular testing for diagnosis and resistance profiling in persons in whom pulmonary or extrapulmonary tuberculosis is suspected.
In patients who cannot produce satisfactory specimens or when the smear of the spontaneously expectorated spu­tum is negative for acid-fast bacilli, sputum induction with 3% hypertonic saline should be performed. Flexible bron­choscopy with bronchial washings has similar diagnostic yield to induced sputum; transbronchial lung biopsies do not increase the diagnostic yield but may lead to earlier diag­nosis by identifying tissue granulomas. Post-bronchoscopy expectorated sputum specimens should be collected.
Positive blood cultures for M tuberculosis are uncommon in patients with normal CD4 cell counts, but the organism may be cultured from blood in up to 50% of patients who are HIV seropositive with tuberculosis whose CD4 cell counts are less than 100/mcL (less than 0.1 × 109/L); myco­bacterial blood and urine cultures should be obtained in such patients.
Tuberculous pleural effusions may be diagnosed on a clinical basis, without confirmatory testing, in patients with active pulmonary tuberculosis in whom there is no suspicion for an alternative cause. If tuberculous effusion is suspected in a patient without confirmed pulmonary tuberculosis, diagnostic thoracentesis is recommended. Pleural fluid cultures are positive for M tuberculosis in 23–58% of cases of pleural tuberculosis. Pleural fluid ade­nosine deaminase greater than 70 U/L has a 90% sensitivity and specificity for pleural tuberculosis. If thoracentesis is unrevealing, needle biopsy of the pleura reveals granulo­matous inflammation in approximately 60% of patients with pleural effusions caused by M tuberculosis. Culture of three pleural biopsy specimens combined with micro­scopic examination of a pleural biopsy yields a diagnosis in up to 90% of patients with pleural tuberculosis.
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C. Imaging
Radiographic abnormalities in pulmonary tuberculosis do not reliably distinguish primary disease from reactivation of latent tuberculosis (Figure 9–3). The chest imaging pat­tern traditionally associated with primary disease includes small unilateral infiltrates, hilar and paratracheal lymph node enlargement, and segmental atelectasis. Pleural effu­sion is present in 30–40% of patients, sometimes as the sole radiographic abnormality. Reactivation tuberculosis tradi­tionally has been associated with fibrocavitary apical dis­ease, discrete nodules, and pneumonic infiltrates, usually in the apical or posterior segments of the upper lobes or in the superior segments of the lower lobes. Radiographic
A
B
Figure 9–3. Pulmonary tuberculosis. Primary
pulmonary tuberculosis in a 20-year-old man with CXR (A) showing right upper lobe consolidation (white arrow) and right hilar and mediastinal lymphadenopa­thy (black arrows) and contrast-enhanced CT scan (B) showing mediastinal lymphadenopathy (arrows). (Used,
with permission, from Carlos Santiago Restrepo, MD, in
Usatine RP, Smith MA, Mayeaux EJ Jr, Chumley H. The Color Atlas of Family Medicine, 2nd ed. McGraw-Hill, 2013.)
evidence of disease in other locations may be present in up to 30% of patients.
Patients with an impaired immune response are more likely to have atypical pattern on CXR—that is, disease that is not cavitary or associated with the upper lobe. In older patients, lower lobe infiltrates with or without pleural effu­sion are frequently encountered. A “miliary” pattern (dif­fuse small nodular densities) can be seen with hematologic or lymphatic dissemination of the organism. Immunocom­promised patients—particularly those with late-stage HIV infection—often display lower lung zone, diffuse, or mili­ary infiltrates; pleural effusions; and involvement of hilar and, in particular, mediastinal lymph nodes.
Resolution of active tuberculosis leaves characteristic radiographic findings. Dense nodules in the pulmonary hila, with or without obvious calcification, upper lobe fibronodular scarring, and bronchiectasis with volume loss are common findings. Ghon (calcified primary focus) and Ranke (calcified primary focus and calcified hilar lymph node) complexes are seen in a minority of patients.
D. Special Examinations
Testing for latent tuberculosis infection is used to evaluate an asymptomatic person in whom M tuberculosis infection is suspected (eg, following contact exposure) or to establish the prevalence of tuberculosis infection in a population. Testing may be used in a person with symptoms of active tuberculo­sis, but a positive test does not distinguish between active and latent infection, and a negative test does not rule out active disease. Routine testing of individuals at low risk for tubercu­losis is not recommended. Empiric treatment of latent tuber­culosis without testing is considered appropriate in persons with HIV or in young (less than 5 years old) household con­tacts of persons with active tuberculosis in endemic areas.
The traditional approach to testing for latent tuberculo­sis infection is the Mantoux tuberculin skin test. The transverse width in millimeters of induration at the skin test site is measured after 48–72 hours. To optimize test performance, criteria for determining a positive reaction vary depending on the likelihood of infection. Table 9–14 summarizes the criteria established by the CDC for test interpretation. Skin test sensitivity and specificity are high: 77% and 97%, respectively. Specificity falls to 59% in popu­lations previously vaccinated with bacillus Calmette-Guérin (BCG, an attenuated form of Mycobacterium bovis). False­negative tuberculin skin test reactions may result from improper testing technique; concurrent infections, includ­ing fulminant tuberculosis; malnutrition; advanced age; immunologic disorders; malignancy; corticosteroid ther­apy; CKD; and HIV infection. Some individuals with latent tuberculosis infection may have a negative tuberculin skin test when tested many years after exposure. Anergy testing is not recommended for routine use to distinguish a true­negative result from anergy. Interpretation of the tuberculin skin test in persons who have previously received BCG vac­cination is the same as in those who have not had BCG.
Interferon gamma release assays are in vitro assays of CD4+ T-cell–mediated interferon gamma release in response to stimulation by specific M tuberculosis antigens. The antigens are absent from all BCG strains and most
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Table 9–14. Classification of positive tuberculin skin test reactions.
Induration Size Group
≥ 5 mm 1. Persons with HIV.
≥ 10 mm 1. People born in countries where TB disease is common.
≥ 15 mm 1. Persons with no known risk factors for tuberculosis.
1
A tuberculin skin test reaction is considered positive if the transverse diameter of the indurated area reaches the  size  required for the  specific group. All other reactions are considered negative. Data from https://www.cdc.gov/tb/publications/factsheets/testing/skintesting.htm.
2. Recent contacts of a person with infectious tuberculosis.
3. Persons with fibrotic changes on CXRs suggestive of prior tuberculosis.
4. Patients with organ transplants and other immunosuppressed patients (receiving the equivalent of > 15 mg/day of prednisone for 1 month or more, or those taking TNF-alpha antagonists).
2. Injection drug users without HIV.
3. Mycobacteriology laboratory personnel.
4. Residents of and employees in high-risk congregate settings: correctional institutions; long-term care facilities; hospitals and other health care facilities; residential facilities for patients with HIV/AIDS; and homeless shelters.
5. Persons with medical conditions that increase the risk of progression to tuberculosis disease: gastrectomy, weight loss to ≥ 10% below ideal body weight, jejunoileal bypass, diabetes mellitus, silicosis, advanced CKD, some hematologic disorders (eg, leukemias, lymphomas), and other specific malignancies (eg, carcinoma of the head or neck and lung).
6. Children younger than 5 years, children, and adolescents exposed to adults at high risk.
nontuberculous mycobacteria; therefore, the specificity of interferon gamma release assays is superior to the tubercu­lin skin test in BCG-vaccinated individuals. Sensitivity is comparable to the tuberculin skin test: 60–90% depending on the specific assay and study population. Sensitivity is reduced by HIV infection, particularly in patients with low CD4 counts. Specificity is greater than 95%. Potential advantages of interferon gamma release assay testing include fewer false-positive results from prior BCG vacci­nation, better discrimination of positive responses due to nontuberculous mycobacteria, and the requirement for only one patient contact. Disadvantages include the need for specialized laboratory equipment and personnel and the substantially increased cost compared to the tuberculin skin test. In endemic areas, interferon gamma release assays are no more sensitive than the tuberculin skin test in active tuberculosis (20–40% false-negative rate) and can­not distinguish active from latent disease.
In the diagnosis of latent infections, CDC guidelines allow interferon gamma release assays to be used inter­changeably with the tuberculin skin testing. Interferon gamma release assays are preferred in patients with prior BCG vaccination. In individuals with a positive tuberculin skin test but a low prior probability of latent tuberculosis infection and low-risk for progression to active disease, the interferon gamma release assay may be helpful as a confir­matory test to exclude a false-positive tuberculin skin test.
1
antituberculous treatment are (1) to administer multiple medications to which the organisms are susceptible; (2) to provide the safest, most effective therapy for the shortest period of time; (3) to ensure adherence to therapy; and (4) to add at least two new antituberculous agents to a regimen when treatment failure is suspected.
All suspected and confirmed cases of tuberculosis should be reported promptly to local and state public health authorities. Patients with tuberculosis should be treated by clinicians who are skilled in the management of this infection. Clinical expertise is especially important in cases of drug-resistant tuberculosis.
Nonadherence to antituberculous treatment is a major cause of treatment failure, continued transmission of tuber­culosis, and development of medication resistance. Adher­ence to treatment can be improved by providing detailed patient education about tuberculosis and its treatment in addition to a case manager who oversees all aspects of an individual patient’s care. Directly observed therapy (DOT), which requires that a health care worker physically observe the patient ingest antituberculous medications in the home, clinic, hospital, or elsewhere, also improves adherence to treatment. The CDC recommends DOT for all patients with drug-resistant tuberculosis and for those receiving intermittent (twice- or thrice-weekly) therapy. Electronic DOT (“eDOT”) is promising as a more efficient care model in selected populations.
Hospitalization for initial therapy of tuberculosis is not
» Treatment
A. General Measures
The goals of therapy are to cure the individual patient, minimize risk of morbidity and mortality related to treat­ment, reduce transmission of M tuberculosis to other per- sons, and prevent the emergence of clinically significant drug resistance in tubercle bacilli. The basic principles of
necessary for most patients. It should be considered if a patient is incapable of self-care or is likely to expose new, susceptible individuals to tuberculosis. Hospitalized patients with active disease require a private room with appropriate environmental controls, including negative­pressure ventilation where available, until tubercle bacilli are no longer found in their sputum (“smear-negative”) on three consecutive smears taken on separate days.
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Table 9–15. Characteristics of antituberculous medications.
Medication
Isoniazid Peripheral neuropathy,
Rifampin Hepatitis, fever, rash,
Rifapentine Bone marrow suppres-
Pyrazinamide Hyperuricemia, hepato-
Ethambutol Optic neuritis (reversible
Streptomycin Eighth nerve damage,
Most Common Side
Effects
hepatitis, rash, mild CNS effects.
flu-like illness, GI upset, bleeding problems, kidney failure.
sion, hematuria/pyuria, hepatitis, GI upset, flu­like illness.
toxicity, rash, GI upset, joint aches.
with discontinuance of drug; rare at 15 mg/kg); rash.
nephrotoxicity.
Tests for Side
Effects Drug Interactions Remarks
AST and ALT;
neurologic examination.
CBC, platelets,
AST and ALT.
CBC, platelets,
AST and ALT.
Uric acid, AST,
ALT.
Red-green color
discrimination and visual acuity.
Vestibular func-
tion (audio­grams); BUN and creatinine.
Phenytoin (synergistic); disulfiram. Bactericidal to both extracellular
Rifampin inhibits the effect of oral
contraceptives, quinidine, cortico­steroids, warfarin, methadone, digoxin, oral hypoglycemics; aminosalicylic acid may interfere with absorption of rifampin. Sig­nificant interactions with protease inhibitors and nonnucleoside reverse transcriptase inhibitors.
Strong cytochrome P450 inducer
with multiple drug interactions. Use in patients with HIV receiving antiretroviral therapy should be limited to experts in antiretroviral therapy.
Rare. Bactericidal to intracellular
Rare. Bacteriostatic to both intracellular
Neuromuscular blocking agents may
be potentiated and cause pro­longed paralysis.
and intracellular organisms. Pyridoxine, 25–50 mg orally daily, is given as prophylaxis for neuropathy; 50–100 mg orally daily as treatment for it.
Bactericidal to all populations of
organisms. Colors urine and other body secretions orange. May discolor contact lenses.
Bactericidal to both extracellular
and intracellular organisms. Colors urine and other body secretions orange. Long half-life, can be administered weekly in LTBI prophylaxis. Not for use in induction phase of therapy.
organisms.
and extracellular organisms. Mainly used to inhibit develop­ment of resistant mutants. Use with caution in kidney disease or when ophthalmologic testing is not feasible.
Bactericidal to extracellular
organisms. Use with caution in older patients or those with kidney disease.
LTBI, latent tuberculosis infection.
Characteristics of antituberculous drugs are provided in Table 9–15. Additional treatment considerations can be found in Chapter 35. More complete information can be obtained from the CDC’s Division of Tuberculosis Elimi­nation website at https://www.cdc.gov/tb/topic/treatment/ default.htm or the WHO tuberculosis website at https:// www.who.int/health-topics/tuberculosis/.
B. Treatment of Tuberculosis Disease in Persons Without HIV
Most patients with previously untreated pulmonary tuber­culosis can be effectively treated with either a 4-, 6-, or 9-month regimen; in 2021 a 4-month regimen was added as an appropriate treatment option for many patients with drug-susceptible pulmonary TB, with certain limitations based on side-effect profile. The 4-month regimen includes 8 weeks of daily treatment with rifapentine, moxifloxacin,
isoniazid, and pyrazinamide, followed by 9 weeks of daily rifapentine, moxifloxacin, and isoniazid.
The initial phase of a 6-month regimen consists of 2 months of daily isoniazid, rifampin, pyrazinamide, and ethambutol. Once the isolate is determined to be sensitive to isoniazid, rifampin, and pyrazinamide, ethambutol may be discontinued. If the M tuberculosis isolate is susceptible to isoniazid and rifampin, the second (continuation) phase of therapy consists of isoniazid and rifampin for a mini­mum of 4 additional months, guided by sputum AFB cul­tures and initial chest imaging. If no fibrocavitary disease was present on initial imaging and sputum AFB culture is negative at 2 months, the sputum AFB should be repeated at monthly intervals. If two consecutive negative cultures are obtained by 4 months, treatment may be considered completed at 6 months. If fibrocavitary disease is present on initial imaging and sputum culture is negative at 2 months, the same applies, but some experts extend the
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total duration of therapy to 9 months, as tolerated. If the sputum AFB culture remains positive at month 2 (irrespec­tive of imaging at presentation), it should be repeated at month 3. If negative at month 3 and again at month 4, treatment may be completed after a total of 6 months (some experts extend to 9 months). If sputum AFB remains positive at month 3, susceptibility testing should be repeated, and if sputum AFB remains positive at month 4, this should be considered a treatment failure.
Patients who have contraindications to taking pyrazin­amide (eg, pregnant persons; people with severe drug side effects such as hepatotoxicity) should receive daily isonia­zid and rifampin along with ethambutol for 2 months. If susceptibility to isoniazid and rifampin is demonstrated or drug resistance is unlikely, ethambutol can be discontin­ued, and isoniazid and rifampin may be given for a total of 9 months of therapy. If drug resistance is a concern, patients should receive isoniazid, rifampin, and ethambu­tol for 9 months.
C. Treatment of Tuberculosis Disease in Persons with HIV
Management of tuberculosis is complex in patients with concomitant HIV disease. Experts in the management of both tuberculosis and HIV disease should be involved in the care of such patients. The CDC has published detailed recommendations for the treatment of tuberculosis in patients who test positive for HIV (https://www.cdc.gov/ tb/topic/treatment/tbhiv.htm).
The basic approach to patients with HIV who have tuberculosis is similar to that detailed above for patients without HIV. Additional considerations in patients who test positive for HIV include (1) longer duration of therapy and (2) drug interactions between rifamycin derivatives such as rifampin and rifabutin used to treat tuberculosis and some of the protease inhibitors and nonnucleoside reverse tran­scriptase inhibitors (NNRTIs) used to treat HIV. DOT is recommended for all patients with tuberculosis and HIV. Pyridoxine (vitamin B6), 25–50 mg orally each day, should be given to all patients with HIV being treated with isoniazid to reduce central and peripheral nervous system side effects.
D. Treatment of Drug-Resistant Tuberculosis
Patients with drug-resistant M tuberculosis infection require careful supervision and management. Clinicians who are unfamiliar with the treatment of drug-resistant tuberculosis should seek expert advice. Tuberculosis resis­tant only to isoniazid can be successfully treated with a 6-month regimen of rifampin, pyrazinamide, and etham­butol or streptomycin or a 12-month regimen of rifampin and ethambutol. When isoniazid resistance is documented during a 9-month regimen without pyrazinamide, isonia­zid should be discontinued. If ethambutol was part of the initial regimen, rifampin and ethambutol should be contin­ued for a minimum of 12 months. If ethambutol was not part of the initial regimen, susceptibility tests should be repeated and two other medications to which the organism is susceptible should be added. Treatment of M tuberculosis isolates resistant to agents other than isoniazid and
treatment of drug resistance in patients with HIV require expert consultation.
Multidrug-resistant tuberculosis, pre-extensively drug­resistant tuberculosis, and extensively drug-resistant tuber­culosis call for an individualized daily DOT plan under the supervision of an experienced clinician. Treatment regi­mens are based on the patient’s overall status and the results of susceptibility studies. In 2022, the WHO issued guidelines outlining abbreviated all-oral treatment courses for MDR-TB, with 6- or 9-month regimens including bedaquiline, pretomanid, linezolid, and moxifloxacin; in 2023, a regimen was approved using a longer course of pretomanid, bedaquiline, and linezolid for MDR-TB resis­tant to fluoroquinolone.
E. Treatment of Extrapulmonary Tuberculosis
In most cases, regimens that are effective for treating pul­monary tuberculosis are also effective for treating extrapul­monary disease. However, many experts recommend 9–12 months of therapy when miliary, meningeal, or bone and joint disease is present. Treatment of skeletal tubercu­losis is enhanced by early surgical drainage and debride­ment of necrotic bone. Corticosteroid therapy has been shown to help prevent constrictive pericarditis from tuberculous pericarditis and to reduce neurologic compli­cations from tuberculous meningitis (Chapter 35).
F. Treatment of Pregnant or Lactating Persons
Tuberculosis in pregnancy is usually treated with isoniazid, rifampin, and ethambutol for 2 months, followed by isonia­zid and rifampin for an additional 7 months. Ethambutol can be stopped after the first month if isoniazid and rifampin susceptibility is confirmed. Since the risk of tera­togenicity with pyrazinamide has not been clearly defined, pyrazinamide should be used only if resistance to other drugs is documented and susceptibility to pyrazinamide is likely. Streptomycin is contraindicated in pregnancy because it may cause congenital deafness. Pregnant persons taking isoniazid should receive pyridoxine (vitamin B6), 10–25 mg orally once a day, to prevent peripheral neuropathy.
Small concentrations of antituberculous drugs are pres­ent in breast milk. First-line therapy is not known to be harmful to nursing newborns at these concentrations. Therefore, breastfeeding is not contraindicated while receiving first-line antituberculous therapy. Lactating women receiving other agents should consult a tuberculosis expert.
G. Treatment Monitoring
Monthly follow-up of outpatients is recommended, includ­ing sputum smear and culture for M tuberculosis at monthly intervals until cultures are negative on two con­secutive samples. Patients with negative sputum cultures after 2 months of treatment should have at least one addi­tional sputum smear and culture performed at the end of therapy. Patients with drug-resistant isolates should have sputum cultures performed monthly during the entire course of treatment. A CXR at the end of therapy provides a useful baseline for any future comparison.
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Patients whose cultures do not become negative or whose symptoms do not resolve despite 3 months of therapy should be evaluated for nonadherence to the regimen and for drug-resistant organisms. Positive sputum cultures after 4 months of therapy should be considered treatment failures, and the addition of at least two drugs not previously given should be considered pending repeat drug susceptibility testing. The clinician should seek expert assistance if drug resistance is newly found, if the patient remains symptomatic, or if smears or cultures remain positive.
Patients with only a clinical diagnosis of pulmonary tuberculosis (smears and cultures negative for M tuberculosis) whose symptoms and radiographic abnormalities are unchanged after 3 months of treatment usually either have another process or have had tuberculosis in the past.
H. Treatment of Latent Tuberculosis Infection
Treatment of latent tuberculous infection is essential to controlling and eliminating tuberculosis and substantially reduces the risk that infection will progress to active dis­ease. Targeted testing with the tuberculin skin test or inter­feron gamma release assays is used to identify persons who are at high risk for tuberculosis and benefit from treatment of latent infection. Table 9–14 gives the tuberculin skin test criteria for treatment of latent tuberculous infection. It is essential that each person who meets the criteria for treat­ment of latent tuberculous infection undergo a careful assessment to exclude active disease, including chest imag­ing. A history of past treatment for tuberculosis and con­traindications to treatment should be sought. All patients at risk for HIV infection should have an HIV test. Patients suspected of having active tuberculosis disease should receive one of the recommended multidrug regimens for active disease until the diagnosis is confirmed or excluded.
Some close contacts of persons with active tuberculosis should be evaluated for treatment of latent tuberculous infection despite a negative tuberculin skin test reaction (less than 5 mm of induration). These include immuno­suppressed persons and those in whom disease may develop quickly after tuberculous infection. Close contacts who have a negative tuberculin skin test reaction on initial testing should be retested 10–12 weeks later.
Several treatment regimens for persons with and with­out HIV are available for the treatment of latent tubercu­lous infection: (1) Isoniazid: a 9-month oral regimen (minimum of 270 doses administered within 12 months) is preferable to 6 months of therapy. Dosing options include a daily dose of 5 mg/kg (maximum of 300 mg/day) or twice-weekly doses of 15 mg/kg (maximum of 900 mg/ dose). Persons at risk for developing isoniazid-associated peripheral neuropathy (those with diabetes mellitus, ure­mia, malnutrition, alcohol use disorder, HIV infection, pregnancy, or seizure disorder) may be given supplemental pyridoxine (vitamin B6), 10–50 mg/day. (2) Isoniazid and rifampin: a 3-month oral regimen of daily isoniazid 5 mg/ kg (maximum 300 mg/day) and rifampin 10 mg/kg (maximum 600 mg/dose). (3) Isoniazid and rifapentine: a 3-month oral regimen of once weekly isoniazid at 15 mg/ kg (maximum 900 mg/dose) and weight-based rifapentine. (4) Rifampin: a 4-month oral regimen of rifampin at
10 mg/kg (maximum 600 mg/day). Patients with HIV receiving protease inhibitors or NNRTIs who are given rifampin or rifapentine require management by experts in both tuberculosis and HIV disease (see Treatment of Tuberculosis in Persons with HIV, above).
Contacts of persons with isoniazid-resistant, rifampin­sensitive tuberculosis should receive a 2-month regimen of rifampin and pyrazinamide or a 4-month regimen of daily rifampin alone. Contacts of persons with drug-resistant tuberculosis should receive two drugs to which the infect­ing organism has demonstrated susceptibility. Contacts who are HIV seronegative in whom the tuberculin skin test or interferon gamma release assay is negative may be observed without treatment or treated for 6 months. Con­tacts with HIV should be treated for 12 months. All con­tacts of persons with multidrug-resistant tuberculosis or extensively drug-resistant tuberculosis should have 2 years of follow-up regardless of type of treatment.
Persons with a positive tuberculin skin test (5 mm or more of induration) and fibrotic lesions suggestive of old tuberculosis on CXRs who have no evidence of active dis­ease and no history of treatment for tuberculosis should receive 9 months of isoniazid or 4 months of rifampin (with or without isoniazid). Pregnant or breastfeeding per­sons with latent tuberculosis should receive either daily or twice-weekly isoniazid with pyridoxine.
Baseline laboratory testing is indicated for patients at risk for liver disease, patients with HIV infection, persons who are pregnant or within 3 months of delivery, and per­sons who use alcohol regularly. Patients receiving treat­ment for latent tuberculous infection should be evaluated once a month to assess for symptoms and signs of active tuberculosis and hepatitis and for adherence to their treat­ment regimen. Routine laboratory testing during treatment is indicated for those with abnormal baseline laboratory tests and for those at risk for developing liver disease.
BCG vaccine is an antimycobacterial vaccine developed from an attenuated strain of M bovis. Millions of individuals worldwide have been vaccinated with BCG. The vaccine is not generally recommended in the United States because of the low prevalence of tuberculous infection, the vaccine’s interference with the ability to determine latent tuberculous infection using tuberculin skin test reactivity, and its vari­able effectiveness in prophylaxis of pulmonary tuberculosis. Vaccination of health care workers should be considered on an individual basis in settings in which a high percentage of tuberculosis patients are infected with strains resistant to both isoniazid and rifampin, in which transmission of such drug-resistant M tuberculosis and subsequent infection are likely, and in which comprehensive tuberculous infection­control precautions have been implemented but have not been successful. The BCG vaccine is contraindicated in persons with impaired immune responses due to disease or medications.
» Prognosis
Almost all properly treated immunocompetent patients with tuberculosis can be cured. Relapse rates are less than 5% with current regimens. The main cause of treatment failure is nonadherence to therapy.
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Acharya B et al. Advances in diagnosis of tuberculosis: an update
into molecular diagnosis of Mycobacterium tuberculosis. Mol Biol Rep. 2020;47:4065. [PMID: 32248381]
Bateson A et al. Bedaquiline-pretomanid-linezolid regimens for
drug-resistant tuberculosis. N Engl J Med. 2022;387:810. [PMID: 36053506]
Zhang M et al. The diagnostic utility of pleural markers for
tuberculosis pleural effusion. Ann Transl Med. 2020;8:607. [PMID: 32566633]
PULMONARY DISEASE CAUSED BY NONTUBERCULOUS MYCOBACTERIA
ESSENTIALS OF DIAGNOSIS
»
Chronic cough, sputum production, and fatigue; less commonly: malaise, dyspnea, fever, hemopty­sis, and weight loss.
»
Parenchymal opacities on CXR, most often thin­walled cavities or multiple small nodules associ­ated with bronchiectasis.
»
Isolation of nontuberculous mycobacteria in a sputum culture.
» General Considerations
Nontuberculous mycobacteria (NTM), sometimes referred to as “atypical” mycobacteria—are ubiquitous in water and soil. Marked geographic variability exists, both in NTM species and in the prevalence of disease. These organisms are not considered communicable from person to person, although healthcare associated transmissions have occurred in vulnerable patient groups (eg, cystic fibrosis). NTM have distinct laboratory characteristics and are often resistant to antituberculous medications (Chapter 35). Long-term epidemiologic data suggest that NTM disease has been increasing in the United States.
» Definition & Pathogenesis
The diagnosis of lung disease caused by NTM is based on a combination of clinical, radiographic, and bacteriologic criteria and the exclusion of other diseases that can resem­ble the condition. Specific diagnostic criteria are discussed below. Complementary data are important for diagnosis because NTM organisms can colonize the airways without causing clinical disease.
Mycobacterium avium complex (MAC) is the most fre­quent cause of NTM pulmonary disease in the United States. M kansasii is the next most frequent pulmonary pathogen. Other NTM causes of pulmonary disease include M absces­sus, M xenopi, M chelonae, M. fortuitum, and M malmoense; the list of more unusual etiologic NTM species is long. Most NTM cause a chronic pulmonary infection that resembles tuberculosis but tends to progress more slowly. Disseminated disease is rare in immunocompetent per­sons; however, disseminated MAC disease is common in patients with AIDS.
» Clinical Findings
A. Symptoms and Signs
NTM infection among immunocompetent persons fre­quently presents in one of three prototypical patterns: cavi­tary, upper lobe lesions in older male smokers that may mimic M tuberculosis; nodular bronchiectasis affecting the mid lung zones in middle-aged women with chronic cough; and hypersensitivity pneumonitis following environmental exposure. Most patients with NTM infection experience a chronic cough, sputum production, and fatigue. Less com­mon symptoms include malaise, dyspnea, fever, hemoptysis, and weight loss. Symptoms from coexisting lung disease (COPD, bronchiectasis, previous mycobacterial disease, cystic fibrosis, and pneumoconiosis) may confound the evaluation. In patients with bronchiectasis, coinfection with NTM and Aspergillus is a negative prognostic factor. New or worsening infiltrates as well as adenopathy or pleural effu­sion (or both) are described in patients with HIV and NTM infection as part of the immune reconstitution inflammatory syndrome following institution of antiretroviral therapy.
B. Laboratory Findings
The diagnosis of NTM infection rests on recovery of the pathogen from cultures. Sputum cultures positive for atypi­cal mycobacteria do not prove infection because NTM may exist as saprophytes colonizing the airways or may be envi­ronmental contaminants. Bronchial washings are more sensitive than expectorated sputum samples; however, their specificity for clinical disease is not known.
Bacteriologic criteria have been proposed based on studies of patients with cavitary disease with MAC or M kansasii. Diagnostic criteria in immunocompetent persons include the following: positive culture results from at least two separate expectorated sputum samples; or positive culture from at least one bronchial wash or biopsy; or a positive culture from pleural fluid or any other normally sterile site. The diagnosis can also be established by dem­onstrating NTM cultured from a lung biopsy, bronchial wash, or sputum plus histopathologic changes, such as granulomatous inflammation in a lung biopsy. Rapid spe­cies identification of some NTM is possible using NAAT or a specialized mass spectrometry.
Diagnostic criteria are less stringent for patients with severe immunosuppression. Patients with HIV may show sig­nificant MAC growth on culture of bronchial washings with­out clinical infection; therefore, patients with HIV being evaluated for MAC infection must be considered individually.
Medication susceptibility testing on cultures of NTM is recommended for the following NTM: (1) Mycobacterium avium intracellulare to macrolides only (clarithromycin and azithromycin); (2) M kansasii to rifampin; and (3) rapid growers (such as M fortuitum, M chelonae, and M abscessus) to amikacin, doxycycline, imipenem, fluoroqui­nolones, clarithromycin, cefoxitin, and sulfonamides.
C. Imaging
CXR findings include infiltrates that are progressive or persist for at least 2 months, cavitary lesions, and multiple
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nodular densities. The cavities are often thin-walled and have less surrounding parenchymal infiltrate than is com­monly seen with MTB infections. Evidence of contiguous spread and pleural involvement is often present. HRCT of the chest may show multiple small nodules with or with­out multifocal bronchiectasis. Progression of pulmonary infiltrates during therapy or lack of radiographic improve­ment over time are poor prognostic signs and also raise concerns about secondary or alternative pulmonary pro­cesses. Clearing of pulmonary infiltrates due to NTM is sl ow.
» Treatment
NTM infection does not mandate treatment in all cases, for two reasons. First, clinical disease may never develop in some patients, particularly asymptomatic patients with few organisms isolated from single specimens. Sec­ond, the spectrum of clinical disease severity is very wide; in patients with mild or slowly progressive symp­toms, traditional antimicrobial regimens using a combi­nation of agents may lead to drug-induced side effects worse than the disease itself. These features at least partly explain variability of adherence to treatment guidelines in practice.
Specific treatment regimens and responses to therapy vary with the species of NTM. HIV-seronegative patients with MAC pulmonary disease usually receive a combina­tion of daily clarithromycin or azithromycin, rifampin or rifabutin, and ethambutol. For patients with severe fibro­cavitary disease, streptomycin or amikacin is added for the first 2 months. The optimal duration of treatment is unknown, but therapy should be continued for 12 months after sputum conversion. Medical treatment is initially suc­cessful in about two-thirds of cases, but relapses after treat­ment are common; long-term benefit is demonstrated in about half of all patients. Those who do not respond favor­ably generally have active but stable disease. Surgical resec­tion is an alternative for the patient with progressive disease that responds poorly to antimicrobials. Disease caused by M kansasii responds well to drug therapy. A daily regimen of rifampin, isoniazid, and ethambutol for at least 18 months with a minimum of 12 months of negative cul­tures is usually successful. Rapidly growing mycobacteria (M abscessus, M fortuitum, M chelonae) are generally resis­tant to standard antituberculous therapy.
Treatment recommendations for less common NTM (including M chelonae, M fortuitum, M genavense, M gordonae, M malmoense, M simiae, and M szulgai), based primarily on case reports and case series, were published in 2022; expert consultation should be sought to determine need for treatment.
» When to Refer
Patients with rapidly growing mycobacteria or uncommon NTM should be referred for expert management.
Abate G et al. Variability in the management of adults with pul-
monary nontuberculous mycobacterial disease. Clin Infect
Dis. 2021;72:1127. [PMID: 32198521]
Daley CL et al. Treatment of nontuberculous mycobacterial
pulmonary disease: official ATS/ERS/ESCMID/IDSA clinical practice guideline. Eur Respir J. 2020;56:2000535. [PMID: 32636299]
Lange C et al. Consensus management recommendations for less
common non-tuberculous mycobacterial pulmonary diseases. Lancet Infect Dis. 2022;22:e178. [PMID: 35090639]
º
PULMONARY NEOPLASMS
See Chapter 41 for discussions of Lung Cancer, Secondary Lung Cancer, and Mesothelioma.
SCREENING FOR LUNG CANCER
Lung cancer remains the leading cause of cancer-related mortality, in large part secondary to advanced stage at diagnosis (Chapter 41). Annual low-dose CT (LDCT) screening is recommended for those at high risk by multi­ple organizations, including the USPSTF, the American Cancer Society, the American College of Chest Physicians, and the National Comprehensive Cancer Network. High­risk criteria include age 50–80 years, at least a 20-pack-year smoking history, and either current smoking or quit date within past 15 years. Screening should be stopped once 15 years have elapsed since quitting smoking or if a comor­bid condition renders the benefits of screening null. Simu­lation models have found yearly screening using these parameters to be the most efficient in reducing lung cancer–related deaths, though more false-positive test results are expected.
Annual CXRs are not recommended for lung cancer screening in current or former smokers as no mortality benefit has been demonstrated with serial exams in two large RCTs: the Prostate, Lung, Colorectal and Ovarian Randomized Trial (PLCO) and the National Lung Cancer Screening Trial (NLST). The NLST enrolled 53,454 current or former smokers who were randomly assigned to three annual posterior-anterior CXRs or three LDCT scans and monitored for an additional 6.5 years. Compared with CXR, LDCT detected more early-stage lung cancers and fewer advanced-stage lung cancers, indicating that LDCT screening systematically shifted the time of diagnosis to earlier stages, thereby providing more persons the oppor­tunity for effective treatment. Furthermore, the cohort that received three annual LDCT scans had a significant mor­tality benefit, with reductions in both lung cancer deaths (20.0%) and all-cause mortality (6.7%).
Potential harms of LDCT screening include false posi­tive findings, overdiagnosis, radiation, and anxiety and patient distress which ought to be discussed prior to patient’s referral for screening. Other issues that remain of concern include (1) Generalizability to practice: NLST­participating institutions demonstrated a high level of expertise in imaging interpretation and diagnostic evalua­tion. Ninety-six percent of findings on CT were false posi­tives but the vast majority of patients were monitored with serial imaging. Invasive diagnostic evaluations were uncommon and were associated with a low complication rate (1.4%). (2) Duration of screening: The rate of
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detection of new lung cancers did not fall with subsequent annual screening over the 3-year trial. Since new lung cancers become detectable during each year-long screen­ing interval, the optimal number of annual CT scans is unknown as is the optimal screening interval. (3) Overdi- agnosis: After 6.4 years of post-screening observation, there were more lung cancers in the NLST CT cohort than the CXR cohort (1089 and 969, respectively). Since the groups were randomized and well matched, lung cancer incidence should have been identical. Therefore, 18.5% of the lung cancers detected by CT remained clinically silent and invisible on CXR for 6.4 years. Many, perhaps most, of these lung cancers would never cause clinical disease and represent overdiagnosis. (4) Cost effectiveness: Studies in the United States, Canada, and Europe suggest screening for lung cancer is cost effective; however, whether it is cost effective in all countries has not been determined. All patients participating in a screening program who still smoke should receive smoking cessation interventions.
Adams SJ et al. Lung cancer screening. Lancet. 2023;401:390.
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Becker N et al. Lung cancer mortality reduction by LDCT
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de Koning HJ et al. Reduced lung-cancer mortality with volume
CT screening in a randomized trial. N Engl J Med. 2020;382:
503. [PMID: 31995683]
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and future trends. Nat Rev Clin Oncol. 2023;20:624. [PMID: 37479810]
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of lung cancer screening by low-dose computed tomography. Eur J Cancer. 2020;134:107. [PMID: 32502939]
SOLITARY PULMONARY NODULE
A solitary pulmonary nodule, sometimes referred to as a “coin lesion,” is a less-than-3-cm isolated, rounded opacity on chest imaging outlined by normal lung. Pulmonary nodules may be solid or subsolid with ground glass or mixed consistency. Most are asymptomatic and represent an incidental finding on CXR or CT scanning. Solitary nodules may be benign or malignant; the risk of malig­nancy varies depending on the patient population under study. Most benign nodules are infectious granulomas. Benign neoplasms, such as hamartomas, account for less than 5% of solitary nodules. The probability of cancer in pulmonary nodules detected by LDCT is estimated at 1% of nodules. Malignant nodules are rare in persons under age 30. Above age 30, the likelihood of malignancy increases with age and smoking history. Patients with a prior malignancy have a higher likelihood of having a malignant solitary nodule.
The goals of evaluation are to identify and resect malig­nant tumors in patients who will benefit from resection while avoiding invasive procedures in benign disease. The task is to identify nodules with a sufficiently high
probability of malignancy to warrant biopsy or resection or a sufficiently low probability of malignancy to justify observation.
Clinical and imaging data can be used to assess the probability of malignancy. Comparison of prior and cur­rent imaging studies allows estimation of doubling time, which is an important marker for malignancy. Rapid pro­gression (doubling time less than 30 days) suggests infec­tion, while long-term stability (doubling time greater than 465 days) suggests benignity. Radiographic features includ­ing size help in estimating the probability of malignancy. Chest CT is indicated for any suspicious solitary pulmo­nary nodule. Solitary nodules identified by CT scan showed a 1% malignancy rate in those measuring 2–5 mm, 24% in 6–10 mm, 33% in 11–20 mm, and 80% in 21–45 mm nodules. The appearance of a smooth, well-defined edge is characteristic of a benign process. Ill-defined margins or a lobular appearance suggest malignancy. A HRCT finding of spiculated margins and a peripheral halo are both highly associated with malignancy. Calcification and its pattern are also helpful clues. Benign lesions tend to have dense calcification in a central or laminated pattern. Malignant lesions are associated with sparser calcification that is typi­cally stippled or eccentric. Cavitary lesions with thick (greater than 16 mm) walls are more likely to be malignant. HRCT offers better resolution of these characteristics than CXR and is more likely to detect lymphadenopathy or the presence of multiple lesions.
» Treatment
Based on clinical and radiologic data, the clinician should assign a specific probability of malignancy to the lesion. The decision whether to recommend a biopsy or surgical excision depends on the interpretation of this probability in light of the patient’s clinical situation. Quantitative pre­diction models (Brock model, VA Cooperative model) are available to assess risk of malignancy. The probabilities in parentheses below represent guidelines only and should not be interpreted as definitive.
In the case of solitary pulmonary nodules, a continuous probability function may be grouped into three categories. In patients with a low probability (less than 5%) of malig- nancy (eg, age under 30, lesions stable for more than 2 years, characteristic pattern of benign calcification), watchful waiting is appropriate. Management consists of serial imaging studies at intervals that could identify growth suggestive of malignancy. Three-dimensional reconstruction of HRCT images provides a more sensitive test for growth.
Patients with a high probability (greater than 60%) of malignancy should proceed directly to resection following staging, provided the surgical risk is acceptable. Biopsies rarely yield a specific benign diagnosis and are not indicated.
Optimal management of patients with an intermediate probability of malignancy (5–60%) remains controver­sial. The traditional approach is to obtain a diagnostic biopsy, either through bronchoscopy or transthoracic nee­dle aspiration (TTNA). Bronchoscopy yields a diagnosis in