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Esophageal varices develop in patients with portal hypertension, most commonly secondary to hepatic cirrhosis (see Chapters 74 , 76 , and 80 ). They occur most frequently in the distal esophagus, although they may be accompanied by gastric varices. Rupture of varices is associated with massive upper gastrointestinal (GI) bleeding with an attendant high mortality rate. Therapy aimed at the prevention and treatment of bleeding varices has included pharmacologic, endoscopic, radiologic, and surgical strategies (see Chapter 80, Chapter 81, Chapter 82, Chapter 84, Chapter 85 ). All of these therapies have evolved technically and increasing clinical experience has resulted in a more accurate definition of the role of each treatment modality. This chapter discusses the appropriate role of surgical shunts for the management of bleeding esophageal varices. However, an understanding of the role of surgical therapy also requires an understanding of the context in which it is applied. The natural history of bleeding esophageal varices is discussed first, followed by a description of the roles of alternative therapies. In current medical practice, it is most appropriate to apply surgical shunts within the context of medical (see Chapter 80 ) and endoscopic management (see Chapter 81 ), transjugular intrahepatic portosystemic shunts (TIPS; see Chapter 85 ), and liver transplantation (see Chapter 105 ). Clearly, liver transplantation has evolved as the definitive therapy for portal hypertension associated with liver disease and appropriately far surpasses shunt surgery by sheer volume in current clinical practice. Many patients are treated sequentially with more than one modality, and algorithms are presented to help establish the appropriate clinical context for surgical shunt therapy.
Esophageal varices may produce massive upper GI bleeding that is difficult to control. Not all varices bleed, and not all patients with cirrhosis or portal hypertension will develop esophageal varices. Clinical studies have sometimes included control groups without medical intervention, and analysis of these trials has helped define the natural history of esophageal varices. In a series of 819 patients, 46% with biopsy or clinical evidence of cirrhosis and no history of bleeding had esophageal varices by endoscopy.
Over time, varices may appear, disappear, or change in size depending on alterations in patient physiology. A study of 84 patients with cirrhosis without previous bleeding who were monitored by serial endoscopy over 2 years showed that 31% of patients without varices progressed to large varices over 2 years, whereas in 70% of patients with small varices, the varices enlarged after 2 years. , Dagradi studied the influence of alcohol on varices in patients with cirrhosis and found that variceal length increased in 65% of patients with cirrhosis who continued to consume alcohol, but it decreased in 80% of patients with cirrhosis who abstained from alcohol. Baker and colleagues reported that varices regress in 25%, disappear in 32%, and progress in 21% of patients with cirrhosis whose varices are monitored by endoscopy (see Chapter 80 ).
Most bleeding episodes in long-term studies occur during the first 1 to 2 years after identification of varices. Average mortality rates after bleeding from esophageal varices are 23% at 1 year, 34% at 2 years, and 58% at 3 years (see Chapters 80 and 81 ). Approximately one-third of deaths in patients with known esophageal varices are attributable to upper GI bleeding; a larger proportion die as a result of liver failure. The mortality rate directly attributable to variceal hemorrhage is 10% to 17% for cirrhotic patients. , , In patients with varices, upper GI bleeding is attributable to variceal hemorrhage in roughly two-thirds of patients. Clinical parameters associated with increased risk of hemorrhage and death from esophageal varices include large varices, those with cherry-red spots, concurrent gastric varices, Child-Turcotte-Pugh (CTP) classification, continued alcohol use, and infection. Death correlates closely with CTP classification and with Modified End-Stage Liver (MELD) score , (see Chapter 4 ).
Rebleeding and mortality rates markedly increase after varices bleed. Studies have reported rebleeding rates to be 30% within 6 weeks of an initial variceal hemorrhage , and 60% to 75% within 1 year. , Esophageal varices are the cause of bleeding in approximately 16% of hospital admissions for upper GI bleeding. Mortality rates from all causes within 1 year of initial hemorrhage have been estimated at 40% to 66%. , , , The risk of dying increases while the interval between initial and second hemorrhage decreases. If patients survive for more than 12 weeks after a variceal hemorrhage, the risk of rebleeding or dying returns to that of patients who have never bled. With regard to children, the risk of mortality has not been well characterized after a first bleed in the setting of portal hypertension, but the first bleed appears to be only rarely fatal and the associated morbidity is not well characterized.
β-Blocker therapy has been studied to test its efficacy in preventing primary variceal hemorrhage in patients with known varices (see Chapter 80 ). Nadolol is an essential nonselective β-blocker, blocking both β 1 and β 2 receptors. Patients given nadolol were compared with untreated control individuals. Nadolol reduced the incidence of bleeding from 35% ± 3% to 12% ± 3%, and the incidence of fatal bleeds was reduced from 18% ± 3% to 10% ± 2%. There was no difference in the overall mortality rate. This study has been used to support the use of prophylactic β-blockade to prevent initial variceal hemorrhage. More recently, carvedilol, a nonselective β-blocker with additional α 1 -blocking effect, appears to be better at reducing the hepatic venous wedge pressure gradient when compared with nonselective agents such as nadolol, and has gained interest as primary prophylaxis against variceal bleeding.
Nitrates are vasodilators whose action is mediated by nitric oxide on vascular smooth muscle. Nitroglycerin decreases portal pressure in patients with cirrhosis when high doses are used. In animal studies, nitroglycerin lowered portal pressure 13% and systemic blood pressure decreased 25%. This drug lowers portal pressure less than systemic pressure. Nitrates in combination with β-blockade may offer prophylaxis against an initial variceal bleed.
Clinical randomized controlled trials (RCTs) comparing nonselective β-blockers (propranolol or nadolol) with no therapy in cirrhotic patients showed that drug treatment effectively reduced the risk of a first variceal hemorrhage. The combination of isosorbide mononitrate and β-blockade further reduces portal pressure and has been shown in three studies to effectively reduce the risk of a first variceal bleed compared with β-blockade alone. These investigations have noted, however, the difficult problem of compliance, particularly in patients with alcoholism. In addition, fatigue may be a side effect of therapy with β-blockade, and even more seriously, if patients do bleed, their ability to compensate for blood loss by tachycardia is compromised.
The posterior pituitary hormone vasopressin causes splanchnic arteriolar vasoconstriction, reducing portal blood pressure by approximately 15% when given intraarterially or intravenously. , Intravenous use is preferred for safety and convenience, and the optimal dose of the drug is 0.3 to 0.4 U/min intravenously. As a result of simultaneous vasoconstrictive effects on the cardiac, mesenteric, and cerebral circulations, the complications increase when doses of 0.5 to 0.7 U/min are administered. It is not necessary to taper the dose; the infusion can be stopped when the therapeutic end point is reached. In a controlled study comparing vasopressin with no therapy, approximately half of the patients on vasopressin stopped bleeding, but this result did not differ from control subjects. ,
Nitroglycerin is often administered concurrently with vasopressin to reduce the systemic vasoconstrictive effects of vasopressin, and it may further reduce portal pressure. Nitroglycerin infusion begins at 40 μg/min and is titrated to a mean arterial blood pressure of 65 to 75 mm Hg.
Octreotide reduces bleeding and enhances the results of sclerotherapy. Somatostatin and octreotide are endogenous peptides that act by reducing splanchnic, hepatic, and azygos blood flow. Their principal advantage versus vasopressin is that they do not cause vasoconstriction of the myocardial and cerebral circulations. Somatostatin and octreotide should be administered continuously at 250 μg/hr and increased to 500 μg/hr if bleeding continues. Preliminary studies demonstrated that octreotide helped arrest acute variceal bleeding in six of six patients. , RCTs comparing somatostatin or octreotide with vasopressin versus no infusion have shown equivocal results, which suggests that vasopressin and somatostatin have similar efficacy. Neither vasopressin, somatostatin, nor terlipressin has been approved by the US Food and Drug Administration for treatment of variceal bleeding, although these agents are commonly used for this purpose. A prospective RCT showed equivalence of terlipressin, somatostatin, or octreotide, followed by endoscopic treatment of acute variceal bleeding.
Propranolol was shown by Lebrec and colleagues , to reduce rebleeding significantly after acute variceal hemorrhage (see Chapter 80 ). This effect may be mediated by a decrease in cardiac output (β 1 -blockade), increased splanchnic arteriolar resistance (β 2 -blockade), and consequent decrease in portal blood flow and collateral blood flow via the azygos venous system. β-Blockade is not widely used in the United States to prevent rebleeding after an episode of variceal hemorrhage because endoscopic ligation is preferred, and β-blockade after acute bleeding has not been shown to reduce mortality. Meta-analysis comparing β-blockade with endoscopic therapy demonstrated a nonstatistically significant decrease in pooled relative risk for bleeding in the sclerotherapy group and no difference in mortality between the two groups. An RCT showed, however, that isosorbide mononitrate (80 mg/day) in combination with nadolol (80 mg/day) was more effective than sclerotherapy in reducing rebleeding, and complications were less frequent in the group treated with drugs (16% vs. 37%). A Taiwan study reported that following endoscopic variceal ligation (EVL) to control acute variceal bleeding, proton pump inhibitor infusion was similar to combination with vasoconstrictor infusion in terms of initial hemostasis, very early rebleeding rate, and associated with fewer adverse events. In summary, multimodal pharmacologic therapy plays a principal role in the United States in the prevention of rebleeding.
The use of prophylactic sclerotherapy to prevent a first hemorrhage was studied in three meta-analyses , , (see Chapters 80 and 81 ). One study concluded that paravariceal injection with polidocanol decreased mortality rates. The other two reports found that prophylactic sclerotherapy did not reduce bleeding or mortality rate and concluded that sclerotherapy was not indicated in this setting. , , The largest trial of prophylactic sclerotherapy was the Veterans Affairs (VA) cooperative trial. This trial included 281 patients but was prematurely closed because of excess mortality rate in the sclerotherapy group. Sclerotherapy prevented variceal hemorrhage but substituted bleeding from sclerotherapy-induced ulceration. This study effectively ended the use of prophylactic sclerotherapy in the United States.
When it became apparent that the once predominant therapy for variceal hemorrhage (emergency surgical shunts) was not improving survival but substituting death from liver failure for death from bleeding, endoscopic variceal injection was evaluated as a less invasive therapy (see Chapter 81 ). In 1980 a prospective randomized trial with 107 patients from King’s College Hospital showed control of bleeding by sclerotherapy in 57% of 51 treated patients compared with 25% of 56 patients treated medically. Two years later, a follow-up study showed improved patient survival with sclerotherapy compared with controls who received blood transfusions, vasopressin, and a Sengstaken-Blakemore tube when necessary.
When interpreting this and subsequent trials, it is important to understand that the King’s College trial had more nonalcoholic patients than alcoholic patients (60 vs. 47) and had patients with relatively mild liver failure (74 were CTP class A or B; 33 were class C). The more patients in any study of variceal hemorrhage who are alcoholic or who have CTP class C liver disease, the more difficult it is to show a survival advantage of therapy. Death from bleeding in such patients tends to be replaced by death from liver failure (see Chapter 77 ). The VA cooperative study showed no reduction of long-term survival when acute hemorrhage was treated with sclerotherapy.
EVL was developed as an endoscopic alternative to sclerotherapy, potentially lowering the risk of ulceration and perforation of the esophagus.(see Chapters 80 and 81 ). Seven prospective RCTs compared EVL with endoscopic sclerotherapy. In all studies, EVL and sclerotherapy were equally effective in controlling active bleeding. Complications were significantly lower with EVL in all studies. No esophageal strictures were seen in patients treated with EVL compared with 5% to 33% of patients treated with sclerotherapy. The development of the multiband ligating device, which allows banding without repeated reinsertions of the endoscope, made this modality of endoscopic control of varices much more attractive such that it has become the endoscopic therapy of choice.
Although EVL effectively stops acute variceal bleeding, rebleeding remains a problem, and intermediate (2- to 5-year) survival is not improved in many trials. A confounding variable confusing interpretation of the results in many of these trials is continued alcoholism. Alcohol abstinence for 6 months, CTP class, and aspartate aminotransferase level all were independent predictors of survival in the VA trial. When EVL was compared with sclerotherapy, rebleeding rates were significantly decreased with EVL in three studies, , , and mortality rates were significantly lower in three studies. , As a result, EVL has emerged as the principal therapy in preventing rebleeding (see Chapters 80 and 81 ).
Following an episode of variceal bleeding, prophylactic antibiotics decreases the risk of rebleeding and is superior to use of antibiotics in response to signs and symptoms of infection. Ceftriaxone 1 g intravenously every day for up to 7 days or norfloxacin 400 mg orally daily for up to 7 days is recommended.
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