Epidemiology, Diagnosis, and Natural History of Hepatitis B


Abbreviations

AFP

α-fetoprotein

ALT

alanine aminotransferase

anti-HBc

hepatitis B core antibody

anti-HBe

hepatitis B e antibody

anti-HBs

hepatitis B surface antibody

APRI

AST to platelet ratio index

AST

aspartate aminotransferase

GGT

γ-glutamyl transpeptidase

GN

glomerulonephritis

HBcAg

hepatitis B core antigen

HBeAg

hepatitis B e antigen

HBsAg

hepatitis B surface antigen

HBV

hepatitis B virus

HCC

hepatocellular carcinoma

HCV

hepatitis C virus

HDV

hepatitis D virus

HIV

human immunodeficiency virus

NAT

nucleic acid testing

PCR

polymerase chain reaction

Introduction

Hepatitis B virus (HBV) infection has a significant public health impact, with roughly 250 million persons worldwide chronically infected. HBV infection is a major cause of liver cirrhosis and end-stage liver disease and is responsible for more than half of the cases of hepatocellular carcinoma (HCC) in the world. The course of chronic HBV infection is notable for fluctuations in viral replication and liver injury, and disease progression is influenced by multiple host, virus, and environmental characteristics, culminating in liver-related deaths in 15% to 40% of patients. The diagnosis of HBV infection was revolutionized by the discovery of hepatitis B surface antigen (HBsAg), the serologic hallmark of HBV infection. Advances in molecular biology have provided a wide array of tests to quantify viral load, determine HBV genotype, and detect viral variants. Screening at-risk populations for HBV, vaccinating those who have not been exposed, and treating those who are chronically infected have mitigated the burden of disease.

Epidemiology

Burden of Disease

HBV infection is a global health problem. It is estimated that worldwide 250 million persons are chronically infected and 600,000 persons die annually from complications of chronic HBV infection. Approximately 75% of persons with chronic HBV infection reside in Asia, the Pacific Islands, sub-Saharan Africa, the Amazon basin and Eastern Europe. In the United States, an estimated 730,000 to 2.2 million residents are chronically infected with HBV. Worldwide, chronic HBV infection is the most common cause of HCC, accounting for between 50% and 55% of all cases.

The prevalence of chronic HBV infection varies across geographic regions, ranging from 0.1% to 20% ( Fig. 32-1 ). Low-prevalence regions (<2%) include the United States, Canada, Western Europe, Australia and New Zealand and have hepatitis B surface antigen (HBsAg) carrier rates of 0.1% to 2%. Intermediate-prevalence regions (2-8%) include nations in Eastern Europe, as well as Mediterranean countries, Japan, India, and Singapore. China used to be categorized as a high-prevalence country, but recent studies showed that the HBsAg carrier rate has dropped to 7.2% and China is now considered an intermediate-prevalence country. In high-prevalence areas (>8%) such as Southeast Asia and sub-Saharan Africa, HBsAg carrier rates can be up to 20%. The overall prevalence of current and past HBV infection is estimated to be 5% in the United States and close to 100% in certain areas in Southeast Asia and Africa. The lifetime risk of being exposed to HBV infection is estimated to be less than 20% in low-prevalence areas, 20% to 60% in intermediate-prevalence areas, and 60% to 80% in high-prevalence areas.

Fig. 32-1, Global prevalence of HBV infection.

Changing Epidemiology

The incidence of HBV infection has steadily declined in the Western world, but the decline in acute infection has not been accompanied by a decrease in prevalence of chronic infection due to immigration of infected persons from intermediate- and high-prevalence areas. A recent study found that 82% of persons with chronic HBV infection residing in North America were foreign born with most being born in Asia, followed by Africa. The implementation of universal HBV vaccination of newborns has resulted in a significant decrease in the prevalence of HBV infection and the incidence of HCC in children and adolescents ; however, as of 2013, 6% of countries in the United Nations have not yet implemented universal HBV vaccination, and the global rate of third-dose vaccine coverage is estimated to be approximately 65%. The second critical intervention that led to a significant decrease in HBV-related morbidity and mortality was the introduction of efficacious antiviral therapy. In the United States, the age-adjusted mortality rate for HBV-infected individuals has decreased steadily since 1994 to 0.6/100,000 in 2004 and the indication for liver transplantation (aside from HCC) fell by 37% from 2000 to 2006.

Mode of Transmission

HBV is more easily spread than human immunodeficiency virus (HIV) or hepatitis C virus (HCV). The primary mode of transmission of HBV infection varies across low-, intermediate-, and high-prevalence areas. In low-prevalence areas infection occurs mainly in adult life through injection drug use and unprotected sex. In intermediate-prevalence areas, infection occurs mainly during early childhood through close household contacts and percutaneous exposure. The major mode of transmission in high-prevalence areas is perinatal transmission and horizontal spread in the first 2 years of life. The preponderance of perinatal transmission among Asians is likely attributed to the high prevalence of hepatitis B e antigen (HBeAg) among Asian women of reproductive age. These variations in mode and timing of transmission are clinically relevant as the risk of progression to chronic infection is inversely related to age at the time of infection. Rates of chronicity are 90% for perinatal infection, 25% to 50% for infection among infants, and only 1% to 2% for infection occurring during adulthood.

Sexual

Sexual transmission remains the major mode of spread of HBV in developed countries. Within the United States, heterosexual transmission among adults accounts for 39% and transmission among men having sex with men accounts for 24% of new HBV infections. HBV DNA has been demonstrated in most body fluids, but only blood and semen have been consistently shown to harbor infectious virions. The risk of HBV infection is increased in persons with multiple sexual partners, sexually transmitted diseases, or high-risk sexual behaviors. Transmission can be prevented by vaccination of sex partners and by incorporating safe sex practices in individuals with multiple partners.

Percutaneous

Percutaneous inoculation of blood or body fluids also plays a major role in the transmission of hepatitis B infection. Injection drug use accounts for 16% of new HBV infections in the United States. The reuse of contaminated needles for tattoos, acupuncture, and ear piercing also provides opportunities for percutaneous transmission. In endemic areas, horizontal transmission among children may result from close bodily contact, leading to transfer of the virus across minor skin breaks and mucous membranes. Because HBV remains stable for up to 7 days outside the human body, transmission via contaminated environmental surfaces and daily articles, such as toothbrushes, razors, eating utensils, or toys, may be possible.

Perinatal

The risk of maternal-infant transmission is related to the HBeAg and HBV DNA status of the mother. Perinatal transmission of HBV infection is rare in countries where universal vaccination of newborns is implemented. In the absence of prophylaxis, the risk of perinatal transmission is between 85% and 90% for infants born to HBeAg-positive mothers and 30% for infants born to HBeAg-negative mothers. Maternal serum HBV DNA levels have also been shown to correlate with the risk of transmission. Implementing antiviral therapy in the 3 rd trimester of pregnancy to reduce viral load in carrier mothers has been efficacious in reducing perinatal transmission rates. Maternal-infant transmission takes place at the time of delivery via maternal-fetal transfusion or through exposure to maternal blood during passage through the birth canal. Intrauterine transmission is uncommon. Transmission may also occur postnatally through intimate mother-baby contact. This timing of transmission explains the high efficacy of passive-active immunization of newborns. Cesarean section has not been shown to eliminate the risk of perinatal infection and should not be routinely recommended for carrier mothers. Although HBsAg can be detected in breast milk, there is no evidence that HBV infection can be transmitted by breastfeeding. The risk of transmission during amniocentesis is low.

Healthcare Associated

Hepatitis B virus is the most commonly transmitted blood-borne virus in the healthcare setting. HBV infection from blood transfusion is a rare occurrence in the present day. In the United States, both HBsAg and hepatitis B core antibody (anti-HBc) are used for blood donor screening. The risk of transfusion-related hepatitis B from blood donors who test negative for HBsAg and anti-HBc is estimated to be 1 in 63,000. In some countries, blood donors are also screened for HBV DNA. Addition of nucleic acid testing (NAT) will detect a small number of donors that may be associated with risk of transmitting HBV infection. NAT has been implemented in some countries, including the United States. A study of 12.8 million donations screened between 2009 and 2011 in the United States found that addition of minipool nucleic acid testing decreased residual risk of post-transfusion hepatitis B from between 1 : 592,000 and 1 : 754,000 to between 1 : 765,000 and 1 : 1,006,000, comparable to that for HIV or HCV. The cost-effectiveness and overall impact on improving blood safety by the addition of NAT vary depending on the prevalence of HBV infection in the country of study.

Another healthcare-associated risk factor for HBV infection is hemodialysis. Patients on hemodialysis may be infected through blood transfusions, contamination of dialysis machines or equipment, as well as interpersonal horizontal transmission in the dialysis units. Improved infection control and the availability of vaccines have markedly reduced the incidence of HBV infection among hemodialysis patients in the United States. In the Western world, including the United States, all hemodialysis patients are vaccinated usually with double-dose HBV vaccine. Hepatitis B surface antibody (anti-HBs) titers are monitored annually and boosters are given if the anti-HBs titer drops to less than 10 mIU/mL.

Patients undergoing solid-organ transplantation are another population at risk for HBV infection. Organ donors are routinely screened for HBsAg. The role of anti-HBc screening in organ donors is uncertain due to the potential for false-positive results and the uncertainty about the infectivity of organs from donors who are HBsAg negative but anti-HBc positive. Declining donations from HBsAg-negative, anti-HBc-positive persons could result in the loss of up to 5% of donors in low-endemic areas and more than 50% of donors in high-endemic areas. The likelihood of transmission from HBsAg-negative, anti-HBc-positive donors is very low for recipients of nonhepatic organs such as kidneys and negligible for avascular tissue such as cornea, but may be as high as 80% in liver recipients. The risk of transmission is related to the anti-HBs status of the recipient. Antiviral prophylaxis significantly reduces the rate of transmission of HBV infection to liver transplant recipients. The role of antiviral prophylaxis in non–liver transplant recipients is less clear, though some guidelines recommend up to 1 year of antiviral therapy in this setting.

Healthcare-associated HBV infection can occur from patients to healthcare workers and from healthcare workers to patients, though the latter is thought to only rarely occur. Infection in these settings generally occurs via contaminated instruments or accidental needlestick injuries. In many countries, proof of immunity is required of all medical staff performing invasive procedures. The Centers for Disease Control and Prevention (CDC) in the United States recommends adherence to standard precautions for prevention of transmission of infectious diseases, screening healthcare providers at increased risk for infection and those performing exposure prone procedures for HBV infection, and vaccinating those who are seronegative. For healthcare workers with chronic HBV infection who perform exposure-prone procedures, the CDC recommends counseling on measures to prevent transmission, antiviral therapy for those with high levels of HBV DNA, and regular monitoring to ensure HBV DNA levels remain suppressed. In the event of an exposure, the HBsAg status of the source should be determined and the vaccination and hepatitis B surface antibody (anti-HBs) status of the exposed individual should be assessed. This information will guide the need for hepatitis B immune globulin and/or HBV vaccination.

Diagnosis

Screening Recommendations

Persons should be screened for HBV infection based on their individual risk factors or prevalence of HBV infection in their country of birth ( Table 32-1 ). Pregnant women and persons who will be receiving immunosuppressive therapies should also be screened for HBV infection. Screening should include a combination of serologic tests for HBsAg, anti-HBs, and total anti-HBc to differentiate those who are infected from those who are immune and to identify those who have not been exposed so they can be vaccinated. Patients with acute or chronic liver disease and those who are HIV positive should also be tested for hepatitis B.

TABLE 32-1
Hepatitis B Virus Screening Recommendations
Individual Risk Factors
  • U.S.-born persons not vaccinated as infants whose parents were born in regions with high HBV endemicity (≥8%)

  • Household and sexual contacts of HBsAg-positive persons

  • Persons who have ever injected drugs

  • Persons with multiple sexual partners or history of sexually transmitted disease

  • Men who have sex with men

  • Inmates of correctional facilities

  • Individual with chronically elevated AST or ALT

  • Individuals infected with HCV or HIV

  • Patients on renal dialysis

  • Pregnant women

  • Persons needing immunosuppressive therapy

  • Persons with blood/bodily fluid exposure who may require postexposure prophylaxis

  • Donors of blood, plasma, organs, tissue, or semen

Geographic Risk Factors *
  • Asia: all countries

  • Africa: all countries

  • South Pacific Islands: all countries

  • Middle East: all countries except Cyprus and Israel

  • Eastern Europe: all countries except Hungary

  • South America: Ecuador, Guyana, Suriname, Venezuela, and Amazon regions of Bolivia, Brazil, Columbia and Peru

  • Central America: Guatemala and Honduras

  • Caribbean: Antigua and Burbuda, Dominica, Granada, Haiti, Jamaica, St. Kitts and Nevis, St. Lucia, and Turks and Caicos

  • The Artic: indigenous populations of Alaska, Canada, and Greenland

ALT, Alanine aminotransferase; AST, aspartate aminotransferase; HBsAg, hepatitis B surface antigen; HBV, hepatitis B virus; HCV, hepatitis C virus; HIV, human immunodeficiency virus.

* Includes individuals born in countries with high (HBsAg prevalence 8%) or intermediate (HBsAg prevalence 2-7%) HBV prevalence. This includes immigrants and adopted children from these areas. If HBsAg-positive persons are found in the first generation, subsequent generations should be tested.

Hepatitis B Surface Antigen and Hepatitis B Surface Antibody

The diagnosis of hepatitis B infection is based on a combination of both serologic and clinical assessment ( Fig. 32-2 and Table 32-2 ). HBsAg is the serologic hallmark of HBV infection. It is detected between 1 and 10 weeks after exposure to HBV and its presence can predate clinical symptoms and aminotransferase elevation. Persons who clear HBV infection typically have undetectable HBsAg after 4 to 6 months. The persistence of HBsAg for more than 6 months implies a chronic infection. Anti-HBs emerges around the time of HBsAg clearance. In some patients there may be a gap between the disappearance of HBsAg and the appearance of anti-HBs, creating a window period when neither of these markers is detectable ( Figs. 32-3 and 32-4 ). Persons who recover from acute HBV infection generally have lifelong detectable anti-HBs, though titers may decline over time.

Fig. 32-2, Diagnostic algorithm for hepatitis B virus infection.

TABLE 32-2
Diagnosis of Hepatitis B Virus Infection
HBsAg HBeAg Anti-HBc IgM Anti-HBc IgG Anti-HBs Anti-HBe HBV DNA Interpretation
Acute Infection + + + +++ Early phase
+ ± + + Window phase
+ + + ± Recovery phase
Chronic Infection + + + +++ HBeAg + chronic hepatitis or immune-tolerant phase
+ + + ± Inactive carrier state
+ + + ++ HBeAg − chronic hepatitis
+ ± ± + ± ++ Exacerbation of chronic hepatitis
Anti-HBc, Hepatitis B core antibody; Anti-HBs, hepatitis B surface antibody; HBeAg, hepatitis B e antigen; HBsAg, hepatitis B surface antigen; HBV, hepatitis B virus.

Fig. 32-3, Serologic profile of (A) acute and (B) chronic HBV infection.

Fig. 32-4, Phases of chronic HBV infection.

Approximately 10% to 25% of persons with chronic HBV infection have coexistent HBsAg and anti-HBs. The underlying mechanism is not clear, but most cases appear to be a result of infection by more than one HBV serotype and the anti-HBs is directed against a subtypic determinant and not the common a determinant. These antibodies are unable to neutralize the virus and persons with both HBsAg and anti-HBs should be managed in the same manner as persons with HBsAg but no detectable anti-HBs.

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