Introduction

Ankylosing spondylitis and low bone mineral density

Low bone mineral density (BMD) is a common but underappreciated comorbidity in patients with ankylosing spondylitis (AS), with a prevalence of over 50 % in patients undergoing screening [14, 5•]. As the onset of AS typically occurs in the third and fourth decades of life, many of these patients are younger than the traditional cohort of older patients with low BMD; thus, low BMD is an easily overlooked comorbid condition in the clinical care of patients with AS. Even patients who have had AS for less than 10 years are at an elevated risk for low BMD [5•]. Interestingly, older age has not been found to be a significant risk factor for low BMD in patients with AS [6].

AS is a chronic inflammatory condition that predominately affects the axial skeleton and potentially leads to spinal fusion. The pathophysiology of AS is one of abnormal bone metabolism characterized by pathological new bone formation in the cortical zones of the vertebrae with loss of trabecular bone in the center of the vertebral bodies. Osteoproliferation in the cortical zones and paravertebral ligaments, called syndesmophytes, leads to increased spinal rigidity. The loss of trabecular bone leads to low BMD. A higher burden of syndesmophytes coupled with low BMD has been associated with an increased risk of vertebral fractures [7, 8]. Peak fracture risk has been shown to occur as early as 2.5 years after AS diagnosis, which underscores the importance of detecting and treating low BMD early in the disease course to reduce risk factors for vertebral fractures [9]. Studies have shown a higher vertebral fracture risk in patients with AS; however, studies are conflicting regarding the risk of non-vertebral fractures in patients with AS versus controls [911].

The standardized method for evaluating low BMD is by dual energy x-ray absorptiometry (DXA) which reports the standard deviation from peak bone mass (T-score) and age-matched normal values (Z-score). The World Health Organization classifies low BMD into the two categories of osteopenia and osteoporosis. Specifically, osteopenia is defined as a T-score between −1 and −2.4 and osteoporosis is defined as a T-score of less than or equal to −2.5 on DXA. The reported Z-scores indicate the standard deviation above or below the population normal by age, sex, weight, and ethnicity and should be used to interpret BMD in pre-menopausal women and men less than age 50. Two standard deviations below the mean is considered below the expected range [12]. Standard views on DXA include the anteroposterior (AP) lumbar spine, femoral neck, and total hip. An alternative imaging site also includes the radius, if the hip and/or spine cannot be used. The United States Preventative Services Task Force (USPSTF) recommends initial screening for osteoporosis in women who are 65 years or older without known fractures or secondary causes of osteoporosis. Women aged less than 65 should be screened if their 10-year fracture risk is equal to or greater than a 65-year-old Caucasian woman without additional risk factors [13]. Clinical risk factors for fracture include advancing age, previous fracture, glucocorticoid therapy, parental history of hip fracture, low body weight, current cigarette smoking, excessive alcohol consumption, rheumatoid arthritis, or secondary causes of osteoporosis (e.g., malabsorption secondary to inflammatory bowel disease, hypogonadism, premature menopause, etc.) [14]. While the USPSTF does not provide recommendations on osteoporosis screening in men, other groups such as the National Osteoporosis Foundation and the Endocrine Society recommend that testing is considered for all men older than 70 years of age, and in men and women 50 to 70 years of age when risk factors are present [15, 16].

No specific guidelines exist regarding the optimal time to start screening for low BMD in patients with AS; however, the prevalence of low BMD has been reported to be as high as 54 % in the spine and 51 % in the femoral neck in patients who have had AS for less than 10 years [17]. As a majority of patients are diagnosed with AS between the ages of 20 and 40, they are often well below the recommended age for screening based on current guidelines despite their substantially elevated risk; thus, a high index of suspicion is required. Notably, patients included in the meta-analysis documenting early risk of low BMD had a mean age of 34.5 years and were 87 % male [17]. C-reactive protein, perhaps reflecting increased disease activity, has been found to be significantly associated with the presence of low BMD [6]. Based on the high prevalence of low BMD in early AS coupled with the increased vertebral fracture risk seen in early disease, we recommend screening for low BMD in the first year of diagnosis of AS with continued monitoring every 2 years, especially in the setting of high disease activity.

Detection of low BMD in AS

The standard approach for measuring BMD in the general population is by DXA. However, the presence of syndesmophytes at the lumbar spine may falsely elevate BMD measurements in AS. To quantify this potential confounder, several cited studies in this review used the modified Stoke AS Spine Score (mSASSS), which is a radiographic scoring method of damage (i.e., syndesmophytes) along the cervical and lumbar spine. Some studies which have shown an increase in BMD among patients with AS over time have also shown the increase in BMD to correlate with increasing mSASSS, implicating an increase in calcifications from the underlying disease process rather than an increase in trabecular bone density [18•]. However, these associations have not been seen in all studies [19, 20].

An alternative screening method for the detection of osteoporosis in AS includes the lateral lumbar DXA. Lateral lumbar DXA evaluates the trabecular vertebral bone, which is the metabolically active bone. It excludes the more calcified cortical bone, as well as calcified ligaments and degenerative osteophytes that traditional AP views obtain. One Swedish study showed that patients with AS had a significantly lower BMD than age-matched controls on lateral lumbar DXA [21]. Decreasing lateral lumbar BMD correlated significantly with increasing mSASSS. This was in contrast to the AP lumbar BMD, which tended to increase with increasing mSASSS. As population normals for BMD have not been established for the lateral lumbar DXA projection, it should not be used for the diagnosis of low BMD at this time; however, it may be a useful modality in conjunction with traditional projections for the monitoring of BMD changes over time.

Spine quantitative computerized tomography (QCT) is another method used to measure bone mineral content in AS. It measures volumetric trabecular bone mineral content and excludes cortical bone and other artifacts such as calcified ligaments. Discrepancies between DXA and QCT in AS have been shown particularly in advanced disease, where the majority of patients have normal DXA BMD yet abnormally low QCT [22]. In a small sample size of 15 patients with AS, QCT was shown to decrease over 10 years despite an unchanged BMD by DXA scan [23]. In a multivariate regression analysis adjusting for age and sex, patients with AS had lower BMD at the femoral neck and total hip using high-resolution QCT than patients without AS [4]. Patients with AS have also been shown to have lower cortical volumetric BMD at the radius and lower trabecular volumetric BMD in the tibia, with trabecular BMD correlating with lumbar spine volumetric BMD [4, 24].

Ultimately, alternate imaging methods for the detection of low BMD have not been validated for clinical use in the detection and monitoring of osteoporosis and osteopenia in the general population nor in AS, though these modalities do surpass some limitations of DXA screening in AS. At this time, we still advocate for the initial use of DXA scan in patients with AS. Especially in patients with early disease in which there is a lower burden of syndesmophytes, DXA is a useful screening modality for the detection of low BMD. We recommend baseline BMD evaluation at the lumbar spine, femoral neck, total hip, and radius.

Elevations in markers of bone turnover have been used to evaluate for increase risk of fracture in patients with low BMD and have been used in some situations to monitor response to osteoporotic therapy [2528]. However, elevated markers of bone turnover are also seen in active AS and have been associated with the severity of spinal damage [1, 29, 30]. TNF-alpha inhibitor (TNFi) treatment may also modulate levels of bone turnover markers in AS [31]. As bone turnover markers may be affected by disease activity and severity, as well as treatment with TNFi, we do not routinely use bone turnover markers in the evaluation and management of low BMD in AS.

Initial evaluation after detection of low BMD on DXA

If osteopenia or osteoporosis is identified on initial screening by DXA, we recommend evaluating for secondary causes of low BMD if the patient is under the age of 65. Specifically, we recommend checking a vitamin D level, thyroid stimulating hormone, parathyroid hormone, basic metabolic panel, celiac serologies, and a hemoglobin A1C for diabetes assessment [32]. If the patient is male, we also recommend obtaining a morning testosterone level to rule out hypogonadism as a contributing cause for low BMD. We assess for estrogen deficiency in women based on clinical history of amenorrhea or early menopause. Proton pump inhibitors, which have been linked with osteoporosis, are commonly prescribed to patients with AS receiving NSAIDS for GI prophylaxis [33]. A change in therapy to H2-antagonists may be considered as an alternative gastric protective agent. Treatment of secondary causes of osteoporosis is beyond the scope of this paper and typically warrants referral to an appropriate specialist depending on the condition.

Treatment

Dietary treatment

Vitamin D

Vitamin D is essential for the regulation of calcium homeostasis and for skeletal health. While vitamin D deficiency has been found to occur with greater prevalence in AS in some studies, other studies have failed to show a significant difference from controls [3436]. In a recent study by Klingberg et al., there was no correlation with 25-OH vitamin D levels and BMD or vertebral fractures in patients with AS [36]. Therefore, at present, there is no guidance in the literature to recommend additional vitamin D supplementation for the prevention or treatment of low BMD specifically in AS; however, we do follow the Institute of Medicine guidelines regarding the recommended daily intake of calcium and vitamin D and aim for a goal 25-OH vitamin D serum level of at least 40 nmol/L to minimize fracture risk [37]. We follow the Institute of Medicine guidelines for recommended calcium intake as well [37].

Pharmacologic treatment

TNF-alpha inhibitors

TNF-alpha inhibitors (TNFi) are recommended for the treatment of active AS in patients who have failed at least two NSAIDS [38]. The cytokine TNF-alpha has been shown to activate osteoclast-mediated bone resorption; therefore, elevation of TNF-alpha—which is known to occur in AS—may modulate bone loss in AS [39, 40]. It is postulated that TNFi may act to decrease bone resorption by decreasing TNF-alpha-driven osteoclast stimulation.

In 2008, an open label prospective study of 106 patients with AS showed that treatment with either infliximab or etanercept was associated with a significant increase in BMD at the spine and total hip at 2 years (p < 0.0001 and p < 0.001, respectively). Mean BMD change was 5.8 % at the spine and 2.3 % at the hip in comparison to baseline [41]. Similarly, in a prospective observational study of 49 patients with AS by van der Weijden et al., treatment with etanercept was associated with a significant increase in BMD at the spine and hip at 2 years (p < 0.0001 and p = 0.014, respectively) [42]. Despite therapy with etanercept, the number of vertebral fractures more than doubled in 2 years and fracture severity increased. Vertebral fractures were reportedly not associated with BMD or radiographic damage as assessed by mSASSS. No conclusions can be drawn, however, regarding the relative change in fracture risk and severity with etanercept treatment as there were no comparison groups.

In a post hoc analysis of the randomized controlled Ankylosing Spondylitis Study for the Evaluation of Recombinant Infliximab Therapy (ASSERT), a significant increase in BMD in comparison to baseline was also observed in the spine and hip of patients treated with infliximab for 6 months (p = 0.001 and p = 0.040, respectively). The median percent increase in spinal BMD scores was 2.5 % in patients treated with infliximab versus 0.5 % in patients treated with placebo (p = 0.001), and the median percent increase in hip BMD scores was 0.5 % in patients treated with infliximab versus 0.2 % in patients treated with placebo (p = 0.033). These increases in BMD at the spine and hip persisted at week 102 and increases were not related to an increase in syndesmophytes [19]. Incident vertebral fractures were not reported in the post hoc analysis.

The first prospective controlled study comparing changes in BMD in patients with AS treated with TNFi versus AS patients who were not treated with TNFi was published in 2013 [18•]. In this 2-year study, 63 patients were enrolled of which 26 were placed on TNFi (infliximab, etanercept, or adalimumab) at the discretion of the treating rheumatologist. At the end of 2 years, patients who did and did not receive TNFi both had a significant increase in BMD at the spine by DXA in comparison to baseline (p < 0.001 and p = 0.013, respectively); the increase in BMD was higher in the group treated with TNFi than the group who did not receive TNFi (p < 0.001 for spine and p = 0.024 for total proximal femur). Additionally, patients treated with TNFi had a significant increase in BMD at the proximal femur (p = 0.007). Syndesmophyte formation, as measured by the SASSS and the mSASSS, was noted to be greater in the group treated with TNFi, though patients treated with TNFi had higher baseline grade of sacroiliitis suggesting worse disease severity at study onset. Univariate and multivariate analyses revealed an association with increasing SASSS and BMD, which suggests that syndesmophyte formation may account for increases in BMD at the spine as measured by DXA. However, this would not account for the increase in BMD at the total proximal femur that was observed in the TNFi-treated group. Similar findings were reported by Li et al. in 2015 in an open label prospective study of 89 patients with AS and low BMD, of whom 42 were treated with TNFi [20]. Patients treated with TNFi had significant increase in BMD at 1 year at the spine (p < 0.0001) and femoral neck (p < 0.0001); increases at the spine were not secondary to syndesmophytes as evaluated by mSASSS. BMD in the TNFi group was significantly higher than the control group at 1 year (p < 0.0001); notably, the control group experienced significant declines in both spine and femoral neck BMD during 1 year (p < 0.0001). Two vertebral fractures occurred in the control group, whereas no vertebral fractures occurred in the treatment group at 1 year; due to low numbers, results did not reach significance.

The studies discussed thus far have presented data over the relatively short period of time of 1 to 2 years. In 2013, Durnez et al. published a retrospective study of BMD changes over 6 years in patients with spondyloarthritis treated with TNFi versus a control population of AS patients who did not receive treatment with TNFi [43]. BMD changes were significantly higher in the TNFi group than in the control group at lumbar spine (p < 0.0001), femoral neck (p = 0.002), and trochanter (p = 0.011), but not at total hip (p = 0.062) at 6 years; notably, the control group had a decrease in BMD over 6 years while the TNFi-treated group did not. At the lumbar spine, the increase in BMD in TNFi-treated patients was similar regardless of the presence of syndesmophytes. However, syndesmophytes were detected using vertebral fracture assessment on DXA and not via validated mSASSS scoring; therefore, results regarding the impact of syndesmophytes on BMD scoring in this study should be interpreted with caution.

There is a paucity of literature regarding the effect of TNFi on the clinical outcomes of reduction in vertebral fractures. Mass et al. recently reported a prospective, observational, cohort study in which 105 patients with AS receiving TNFi were followed for new vertebral fractures over a 4-year period of time [44•]. Twenty percent of patients developed a new vertebral fracture during the study period. Development of a new vertebral fracture was correlated with older age, smoking, low lumbar spine BMD (Z-score ≤−2), presence of moderate vertebral fractures, and use of anti-osteoporotic treatment at baseline. Those who did develop incident fractures during the study period had significantly less improvement in lumbar spine BMD; no significant changes in BMD between groups were seen at the hip. As this study lacked a control group, no conclusions can be drawn regarding the efficacy of TNFi in reducing incident fractures in AS.

Prospective controlled trials are needed to specifically evaluate the clinical outcome of fracture risk with TNFi treatment in order to assess whether the improvements that are seen in BMD with TNFi treatment translates to improved clinical outcomes in AS patients. While several studies are in agreement that TNFi increase BMD, bone quality may still be affected thus resulting in continued vertebral facture risk. Currently, there is not enough evidence to support the use of TNFi for the sole purpose of preventing loss of BMD in patients with AS. However, we have a low threshold to start TNFi in patients noted to have low BMD and active AS with close monitoring of BMD by DXA at 2-year intervals.

Bisphosphonates

Bisphosphonates are strong inhibitors of osteoclast activity thus decreasing bone resorption. They are available in both oral and intravenous formulations (Table 1) [4548]. They are widely used in the treatment of post-menopausal osteoporosis in order to reduce the risk of fractures. The role of bisphosphonates in the treatment of osteoporosis in a younger population and in men is less defined. In a recent network meta-analysis of 36 studies using bisphosphonates for the treatment of primary osteoporosis in both men and women, bisphosphonates significantly reduced the risk of vertebral fracture and non-vertebral fracture with odds ratios and 95 % confidence intervals of 0.54 (0.45, 0.65) and 0.78 (0.72, 0.84), respectively [49]. Specific drugs within the bisphosphonate class were shown to have greater efficacy in prevention of vertebral fractures, with zoledronic acid demonstrating the most effect. Osteoporosis from secondary causes were not included in the analysis thus limiting generalizability to patients with AS. Bisphosphonates have, however, been used in the treatment of inflammatory disease activity in AS, and thus some data regarding their effects on BMD have been reported in these studies.

Table 1 Osteoporosis medications

In 2014, Viapiani et al. published an open label study of 60 patients with AS who received either IV neridronate (amino-bisphosphonate available in Europe) or infliximab therapy for 6 months. In patients treated with neridronate, a significant increase in BMD was observed at the lumbar spine (p < 0.05 vs. baseline and vs. infliximab) but not at the hip sites [50•]. Neridronate was as effective as infliximab in reducing disease activity in AS. Of note, the presence or absence of syndesmophytes as a confounding factor was not considered in the analysis.

In a randomized, double-blind, controlled pilot study of 24 patients with AS receiving alendronate versus placebo for 12 months, no difference in BMD was observed between groups [51]. Patients enrolled in this study had normal BMD and a low burden of syndesmophytes upon enrollment. Given the short duration of therapy and small study sample, no specific conclusions can be drawn from this pilot study.

In the 2013 study by Kang et al., a subset of patients also received bisphosphonate therapy. Interestingly, treatment with bisphosphonates in the setting of TNFi increased radiographic progression as measured by SASSS [18•]. As only 63 patients with AS were included in this study, of which only 26 patients were treated with TNFi, additional studies are needed to evaluate this paradoxical effect.

While studies are limited in the treatment of low BMD in AS, bisphosphonates have a proven track record in the treatment of osteoporosis with primary outcomes being reduction in fracture risk [49]. Bisphosphonates have been linked with atypical femoral fractures with prolonged use (greater than 3 years for intravenous formulations and greater than 5 years for oral formulations) and thus consideration should be made for drug holiday pending clinical assessment of fracture risk at that time [52]. Continued treatment with a bisphosphonate may outweigh the increased risk of atypical femoral fractures in patients with high fracture risk, i.e., patients with a low hip T-score or previous major osteoporotic fracture [52]. Bisphosphonates may not be appropriate for use in women of childbearing age given potential toxic effects on the fetus as evidenced in animal studies [53, 54]. Bisphosphonates have long-term skeletal retention; therefore, their effects may be long-lasting even after discontinuation [55].

Other osteoporosis therapies

There are two subclasses of osteoporotic agents, which include the anti-resorptive agents and the anabolic agents. Bisphosphonates belong to the anti-resorptive class of agents used in the treatment of osteoporosis. Denosumab, a monoclonal antibody against RANKL, is also an anti-resorptive agent as it acts to prevent osteoclast formation (Table 1) [56]. RANKL, receptor activator of nuclear factors-kappaB, binds RANK in cell membranes of osteoclasts to stimulate bone resorption. Recently, it was demonstrated that patients with AS have higher levels of serum RANKL. Furthermore, serum RANKL to osteoprotegrin (a decoy receptor for RANKL) ratio was elevated suggesting an imbalance and possible pathogenesis for low BMD in AS [57]. This provides some evidence to support the use of denosumab to treat low BMD in AS; however, there are no studies at present of denosumab in the treatment of low BMD in AS and thus potential benefit is unknown. Given the lack of evidence, we would not recommend denosumab for use as first-line therapy for the treatment of osteoporosis in AS but would consider its use if bisphosphonates are contraindicated.

Teriparatide belongs to a class of anabolic osteoporotic agents and therefore stimulates bone formation. There are no studies evaluating the use of teriparatide in the treatment of osteoporosis in AS. However, as osteoproliferation is a significant complication in AS, agents that promote bone formation may lead to worsening complications, though there are no studies to support this conclusion. Therefore, we do not use teriparatide to treat osteoporosis in patients with AS.

Exercise

It is widely accepted that weight-bearing exercise improves bone mineral density. There are no studies evaluating the impact of exercise on bone mineral density in patients with ankylosing spondylitis; however, improvements in disease activity and physical function have been noted in patients with AS who participate in exercise programs [58, 59]. Recent consensus guidelines also encourage consistent physical activity and stretching in patients with AS [60]. It is important that exercise prescription in AS take into account current disease activity and any spinal damage, which may place the patient at greater risk for injury with certain high-impact activities and truncal motions [60]. Clinical practice guidelines vary regarding recommendations on the optimal exercise regimen, frequency, and duration for the treatment of osteoporosis [61]. Most agree that weight-bearing activity is essential, with low-impact activity such as walking meeting this weight-bearing requirement [61]. Muscle strength testing, resistance training, and balance training were also among the most highly recommended physical activities for bone health and prevention of falls in the analyzed clinical practice guidelines [61]. Of note, many studies regarding physical activity for the management of osteoporosis are in post-menopausal women and thus may not fully generalize to the population of patients with AS. However, given the benefits of exercise in patients with AS coupled with benefits of physical activity in osteoporosis treatment/prevention in other demographics, we recommend a general exercise program that emphasizes low weight-bearing activity, core strengthening, balance, and gait training for at least 30 min on most days of the week.

Conclusions

The burden of low BMD coupled with extensive syndesmophyte formation in AS leads to high vertebral fracture risk. Low BMD and peak fracture risk may occur early after disease diagnosis. Screening for low BMD with standard DXA scan views within 1 year of AS diagnosis is advisable. If low BMD is found, then evaluation for secondary causes of low BMD is recommended. Some patients with longstanding disease may have an overestimation of BMD via traditional AP lumbar DXA screening. Alternate imaging methods to screen for low BMD including lateral lumbar DXA and QCT exist but are not yet validated in AS. We advise managing osteopenia and osteoporosis in patients with AS with nonpharmacological (i.e., general exercise program) and pharmacological treatments (i.e., vitamin D, bisphosphonates). TNFi have been demonstrated to increase BMD in AS but there is no conclusive evidence supporting that this increase in BMD translates into reduced vertebral fracture risk. The use of TNFi for the sole purpose of managing low BMD in AS is as yet undetermined and warrants further investigation.