Hepatitis B virus (HBV) infection is prevalent in Asia, Africa, Southern Europe, and Latin America, where the rate of chronic HBV infection in the general population ranges from 2 to 20% [1]. Acute flares in the natural course of chronic HBV infection are not uncommon. The pathogenesis of acute flares is related to interactions between the virus and host immune responses to HBV-encoded antigens [2]. Therefore, patients who have chronic HBV infection are vulnerable to surges of viral replication and widespread infection of hepatocytes during immunosuppressive therapy or chemotherapy [3]. Subsequently, immune reconstitution against HBV-infected hepatocytes after stopping immunosuppressive therapy or chemotherapy will lead to liver cell damage and hepatitis flare [4]. HBV reactivation has been increasingly recognized in chronic hepatitis B (CHB) patients with hematological malignancies, hematopoietic stem cell transplantation (HSCT), as well as solid tumor following chemotherapy [5]. The incidence rate of HBV reactivation ranges between 14 and 72%, depending on malignancy type, immunosuppressive agents used, and hepatitis B status [3]. Although HBV reactivation commonly occurs in cancer patients who receive chemotherapy, it can also occur in patients with nonmalignant diseases, such as rheumatoid arthritis and inflammatory bowel disease, due to use of immunosuppressive therapy or biological agents [6, 7]. The clinical manifestations of HBV reactivation in patients receiving immunosuppressive agents vary from asymptomatic hepatitis flare to fatal liver failure. Furthermore, anticancer therapy may be interrupted due to hepatitis flares, thus affecting the prognosis of cancer patients. There is ample evidence showing that prophylactic antiviral therapy is effective to avoid the risk of HBV reactivation [8]. In several international guidelines for management of HBV infection, prophylaxis with antiviral agents before starting chemotherapy or immunosuppressive agent is strongly recommended [912]. However, patients who have resolved or so-called occult HBV infection (OBI), as defined by presence of HBV DNA in liver or serum as well as HBsAg negativity/anti-HBc positivity with or without anti-HBs, also carry high risk of HBV reactivation when their host immunity is severely compromised by chemotherapy or immunosuppressive therapy [13].

In this issue, the incidence rate of HBV reactivation in patients undergoing allogeneic HSCT, including CHB patients with low replication and patients with resolved HBV infection, and possible factors associated with HBV reactivation are discussed by Jun et al. [14], who retrospectively analyzed 506 patients who underwent allogenic/autologous HSCT. Overall, the rate of HBV reactivation, defined by tenfold increase in HBV DNA level compared with baseline or HBV DNA detection in a patient with negative HBV DNA before HSCT, was 4.2%. Although most HBsAg-positive patients received preemptive antiviral treatment, the HBV reactivation rate among HBsAg-positive patients was much higher than that among HBsAg-negative/anti-HBc-positive patients (14.3 versus 5.8%). Of particular note, the incidence rate of HBV reactivation in patients with resolved HBV infection was not low (5.9%). These findings confirm that patients with resolved or OBI still have high risk of HBV reactivation. However, several issues are worthy of discussion. First, in this study, anti-HBc was not checked in 35.4% of the HBsAg-negative HSC donors. Like a recent survey of American Association for the Study of Liver Disease (AASLD) members regarding HBV reactivation during cancer chemotherapy, HBV screening before chemotherapy was performed in 53% of cases, and only 10% of CHB patients received prophylactic antiviral therapy [15]. The clinical challenge is thus how to reinforce physicians’ awareness of the need to screen for HBV infection and identify patients at risk of HBV reactivation. Therefore, all subjects, including recipients and donors, should receive HBV serologic screening before immunosuppressive therapy. Screening should include assessment of HBsAg and anti-HBc. In HBV-endemic regions, the seroprevalence rate of anti-HBc is extremely high; for example, the overall prevalence of anti-HBc was 68.46% in a population-based survey in Taiwan [16]. The risk of HBV reactivation was increased in HBsAg-negative/anti-HBc-positive patients with detectable serum HBV DNA, especially in patients who received chemotherapy in conjunction with rituximab [3]. In a prospective study of 150 lymphoma patients with resolved HBV infection who received rituximab-based chemotherapy, the incidence rate of HBV reactivation and HBV-related hepatitis flare was 10.4 and 6.4 per 100 person-years, respectively. Patients with hepatitis flare exhibited significantly higher frequency of reappearance of HBsAg after HBV reactivation (100 versus 28.5%; p = 0.003) [17]. In addition, the role of antiviral prophylaxis in preventing HBV reactivation before rituximab-based chemotherapy in lymphoma patients with resolved hepatitis B was demonstrated in a randomized controlled trial in Taiwan. Antiviral prophylactic therapy significantly decreased the rate of HBV reactivation [18]. Above all, establishment of computerized physician order entry-based alert and therapeutic control systems in hospitals is mandatory to improve HBV screening and prophylaxis in CHB patients before immunosuppressive therapy or chemotherapy [19]. Taken together, accumulating evidence strongly recommends that all patients should be screened for evidence of HBV exposure prior to chemotherapy or immunosuppressive treatment. Patients with positive HBsAg should receive prophylactic antiviral therapy, whereas patients with positive anti-HBc alone should consider prophylactic antiviral therapy.

The second issue is to identify predictors of HBV reactivation for patients receiving immunosuppressive treatment. In the current study, old age (≥60 years) and HBsAg-positive donor were significant risk factors of HBV reactivation in patients who underwent HSCT. With recent advances in molecular investigations, serum biomarkers associated with the natural history of chronic HBV infection have been identified. Integration of these biomarkers may improve prediction of HBV reactivation for patients receiving immunosuppressive treatment [20, 21]. An association between serum anti-HBsAg level and HBV reactivation in patients with resolved hepatitis B and receiving rituximab-containing chemotherapy has been suggested. The 2-year cumulative rate of HBV reactivation was 41.5%. At baseline, patients without anti-HBs, compared with those with positive anti-HBs, had a significantly higher rate of HBV reactivation (68.3 versus 34.4%; p = 0.012). Baseline undetectable anti-HBs was the significant risk factor associated with HBV reactivation [hazard ratio 3.51; 95% confidence interval (CI) 1.37–8.98; p = 0.009] [22]. Hepatitis B virus core-related antigen (HBcrAg) is a novel serological marker, comprising hepatitis B core antigen (HBcAg), HBeAg, and a precore protein (p22crAg) [23]. Both HBcAg and HBeAg, sharing an identical amino acid sequence, are targets of cytotoxic T cells, thus HBcrAg can induce host cellular immune responses. Recently, the correlation of serum HBcrAg with HBV reactivation among patients with resolved hepatitis B undergoing immunosuppressive therapy was investigated in a prospective study [24]. Baseline HBcrAg-positive patients had a significantly higher 2-year HBV reactivation rate than HBcrAg-negative patients (71.8 versus 31%, p = 0.002; hazard ratio 2.94, 95% CI 1.43–6.07, p = 0.004). Therefore, HBcrAg can serve as a predictor for identification of patients who would benefit from prophylactic antiviral treatment.

Host genetic variations also contribute to immunosuppressive agent-related HBV reactivation. A genetic association study in a cohort of HBsAg-negative, non-Hodgkin lymphoma patients in Taiwan demonstrated that the interleukin 4 haplotype rs2243248–rs2243263 was significantly associated with HBV reactivation and HBsAg reverse seroconversion, regardless of anti-HBs status [25]. Therefore, host genetic background should be taken into consideration to identify resolved HBV patients with risk of HBV reactivation.

In summary, patients with inactive or even resolved HBV infection undergoing immunosuppressive therapy are at high risk of HBV reactivation. However, physicians’ awareness in terms of screening patients who are at risk of HBV reactivation remains unsatisfactory. Strategies to overcome this hidden menace include exploration of predictors associated with HBV reactivation and implementation of optimal physician order entry-based alert screening and prophylactic therapeutic control systems among patients at risk of HBV reactivation (Fig. 1). Implementation of these control measures for risk stratification and prophylactic antiviral therapy could render HBV reactivation a preventable disease.

Fig. 1
figure 1

Proposed algorithm for screening and treatment of patients receiving immunosuppressive therapy. HBV hepatitis B virus, HBsAg hepatitis B surface antigen, HBc hepatitis B core antigen, HBcrAg hepatitis B virus core-related antigen