Introduction

Juvenile localised scleroderma (JLS), also described as morphoea, is a paediatric rheumatological condition primarily affecting the skin. It is characterised by inflammation, fibrosis and atrophy which may extend to damage the underlying muscle and bone [1]. JLS is rare with an estimated incidence of 3.4 cases per million per year [2] and prevalence of 3.2 to 3.6 per 10,000 children per year [3]. It can present in various forms including linear scleroderma, circumscribed morphoea, en coup de sabre and Parry-Romberg syndrome (hemifacial atrophy) [4]. Systemic disease complications include: arthritis, eye inflammation, eyelid or dental abnormalities, headaches, seizures or other neurological effects [5]. Progressive disease can lead to disability, need for corrective surgery, biomechanical dysfunction (e.g. from leg length discrepancies), pain and negative psychological impact [6].

Drug therapy for JLS aims to halt active inflammation, prevent tissue damage and to gain disease control without the need for ongoing corticosteroid therapy. Traditionally systemic corticosteroid therapy has been the mainstay of treatment for induction, with methotrexate (MTX) used first line as a steroid-sparing agent. The second most commonly used immunomodulator is mycophenolate mofetil (MMF). The rare nature of this disease had led to a paucity of evidence on the efficacy of these medications in clinical management [7]. Both MMF and MTX are generally accepted as safe, although there is limited information on both safety and tolerability.

Treatment is currently based on a randomised controlled trial (RCT), observational cohorts, expert opinion and consensus guidelines. The limited robust quality data available from the small patient cohorts make any results from meta-analysis and systematic reviews uncertain in this area. A pragmatic scoping review is therefore more appropriate to map out current knowledge, inform clinical practice and to highlight targets for future research. Therefore, this scoping review aims to identify and describe existing studies reporting the efficacy and safety of MTX compared to MMF for children and young people in the treatment of JLS. Outcome measures of interest are the reported efficacy, adverse events and tolerability of remission induction and treatment regimes.

Methods

The scoping review was conducted in accordance with PRISMA-ScR guidelines (See Appendix 1 for PRISMA-ScR checklist) [8]. A sensitive search of the Cochrane Library, Medline (OVID) and Embase (OVID) was performed in May 2022 from the start of each database [8]. Search strategies were designed separately for each database with terms for MTX, MMF, or corticosteroids combined with JLS terms (See Appendix 2 for full Medline search strategy). After the searches were imported into EndNote reference management software and duplicates removed, results were initially screened by a single reviewer to identify published articles eligible for the review based on the inclusion and exclusion criteria. The relevant key findings were summarised in a word document by the first reviewer and then checked by a second reviewer.

Studies were selected if they met the following inclusion criteria: Study population of children up to age of 18 years with JLS or morphoea, recruited from any location or setting, with exposure to MTX or MMF regimes, whose outcomes included measures of pharmaceutical efficacy, adverse events and/or tolerability. Studies were excluded if they were non-English language guidelines, recommendations, systematic reviews, overviews or clinical opinions as these could not be translated within the timeframe of the review. Non-English language primary research articles with English abstracts were included if the abstract met the inclusion criteria.

Results

As summarised in Fig. 1, 1233 unique references were identified by database searches, 720 of which were excluded during title and abstract screening as they were not related to the subject of this review. Of the remaining full-text 513 articles, 109 were identified as meeting the inclusion criteria: 3 guidelines and treatment recommendations [1, 9, 10] (Table 1); 4 systematic reviews and meta-analyses [11,12,13,14] (Table 2); 42 primary studies including 9 prospective studies [15,16,17,18,19,20,21,22,23] (Table 3) and 33 retrospective observational studies [4, 24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55] (Table 4); 35 case reports of MTX [56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74,75,76,77,78,79,80,81,82,83,84,85,86,87,88,89,90] (Table 5), 8 of MMF [91,92,93,94,95,96,97,98] and 1 of MMF and MTX [99]; and 16 overviews and expert opinions [5, 7, 100,101,102,103,104,105,106,107,108,109,110,111,112,113] (Table 6).

Fig. 1
figure 1

PRISMA Diagram of search strategy

Table 1 Guidelines/Treatment recommendations
Table 2 Systematic reviews/meta-analyses
Table 3 Prospective Studies
Table 4 Retrospective studies
Table 5 Case Reports
Table 6 Overviews and Expert Opinions

Efficacy of MTX

MTX is the most commonly used first line systemic medication for JLS, either as a monotherapy or (more commonly) in combination with corticosteroids and has the greatest evidence for use in JLS. A 2016 UK national audit of 149 patients with JLS by Lythgoe et al. (2016) found that 95.5% of patients were treated with MTX as first-line therapy [37].

The most often-cited evidence for the use of MTX comes from a RCT of 70 children with active localised scleroderma [22]. Zulian et al. (2011) found oral MTX to be more effective than placebo, when used alongside 3 months of oral prednisolone. Both arms showed a response in the first 6 months but at month 12, the MTX group showed a significant reduction in disease activity measured by a computerised skin score (no expansion of lesions) and improved thermographic findings. The MTX group were also less likely to have new lesions and to experience a flare. Both this study and the follow-up cohort study [23] concluded that MTX is efficacious in the management of JLS. This remains the only RCT conducted within JLS. The rarity of the condition makes it difficult to conduct further RCTs with meaningful comparators, i.e. the second most-commonly used medication MMF [7].

The other non-controlled prospective studies in Table 3 represent a diversity of approaches to management in JLS but also report the efficacy of MTX in JLS. Other retrospective observational studies shown in Table 4 have further reported clinical improvement with MTX use.

The data recommending MTX use is summarised in systematic reviews of JLS. A Cochrane review of 14 RCTs with 429 patients (aged 3-76 years) by Albuquerque et al. (2019) concluded that compared to placebo plus oral prednisone, oral MTX plus oral prednisone may improve disease activity or damage in JLS, although there may be a slightly increased chance of experiencing at least one adverse event [11]. Equally, Marrani et al. (2018) compared the use of ultraviolet light A phototherapy (UVA) with MTX in combination with corticosteroids for the treatment of JLS across 8 studies [13]. The authors concluded that MTX treatment was superior to UVA and the overall efficacy of MTX with or without corticosteroids was as high as 87.5% with only 24 patients showing disease worsening under treatment.

However other systematic reviews were unable to draw a conclusion, such as De Peufheiloux et al. (2018) who reviewed 28 studies featuring 463 children with JLS [12]. This was due to the design of the reviewed studies which showed variation in dosing, administration routes, duration of treatment and outcome measures. They found MTX (10-25mg/ m2/week) in combination with oral corticosteroids (1-2mg/kg/day for 1 to 3 months then tapering over 1 to 4 months) was the most studied treatment, included in 11 studies and used for the treatment of 210 patients. This body of evidence also forms the basis of recommendations for the use of MTX in consensus-based treatment plans. This review highlights three commonly cited consensus treatment plans (CTPs) as summarised in Table 1.

The North American Childhood Arthritis and Rheumatology Research Alliance (CARRA) JLS subgroup devised three consensus treatment plans, described by Li et al. (2012) [10]. These are MTX monotherapy, MTX with oral prednisolone and MTX with intravenous (IV) methylprednisolone. The subgroup composed a core group of paediatric rheumatologists, dermatologists, and a lay advisor. Do et al. 2020 [30] found in a retrospective cohort study that publication of the CARRA CTPs significantly changed prescribing practice in JLS at a single North American centre. A pilot study comparing efficacy between the CTPs was not adequately powered to detect a difference [16].

European recommendations come firstly from the Hamburg Scleroderma Consensus Group composed of paediatric rheumatologists from the Paediatric Rheumatology European Society (PRES) Scleroderma working group and paediatric dermatologists with a research interest in JLS, described by Constantin et al. (2018) [9]. More recently, they also come from the Single Hub and Access point for paediatric Rheumatology in Europe (SHARE) guidelines, described by Zulian et al (2020) [1]. The consensus group for this composed of 15 experienced European rheumatologists and 2 young fellows.

All the identified consensus based-guidelines within this review recommend MTX as the first-line treatment for JLS (Table 1). In certain cases of limited JLS lesions, topical treatment may be used initially. If there is no disease response MTX should then be prescribed. Although most commonly used with systemic corticosteroids, there is some evidence for MTX use as a monotherapy [15, 16, 32, 115, 116].

The heterogeneity in MTX dosage regimes used was highlighted in the formation of the CARRA CTPs. Li et al. (2012) [10] described 82 discrete MTX and 86 discrete corticosteroid regimens from 114 responders. There is a disparity is dosage regimes between the predominantly European PRES & SHARE guidelines (which favour dosing by body surface area at 15mg/m2/week) and North American CARRA guidelines (which dose by body weight at 1mg/kg/week). They do however agree on a maximum dosage of 25mg/week. This is similar to the doses reported in the primary studies in this review. Some primary studies use a lower dose of 0.3-0.6mg/kg/week, such as Hardy et al. (2019) [33], who identify this lower dosage as potential cause for resistance to MTX. Torok et al. (2012) also report increasing the maximum dose to 30mg/week in a patient with extensive disease [19].

There is also a disparity between the optimal route for MTX usage. The best evidence for MTX from the aforementioned RCT [22] used an oral regime. Despite this, CARRA CTPs recommend subcutaneous use to optimise bioavailability, as 78% of respondents to the JLS CARRA survey preferred subcutaneous use. PRES and SHARE guidelines advise either oral or subcutaneous use. There equally appears to be no consensus between the optimal route for concurrent corticosteroid use, which may be given orally or intravenously.

There is also a lack of definition of optimal duration of treatment. The guidelines all agree MTX treatment should be continued for a minimum of 12 months either as a monotherapy or with a tapering corticosteroid regime. The CARRA guidelines found there was insufficient information to specify duration of treatment beyond 12 months. The PRES & SHARE guidelines advise that systemic treatment should not be stopped before at least 12 months of inactivity. In the follow up cohort study to the RCT, Zulian et al (2012) found that use of MTX for at least 24 months was associated with prolonged disease remission [23].

Estimates of resistance to MTX treatment remain small at 6-10% [33]. In a retrospective multicentre French study, Hardy et al. (2019) were unable to identify a clinical profile for those resistant to MTX [33]. Weibel et al. (2006) found that ongoing disease on MTX was associated with younger age of onset [53].

MTX appears to be effective in many subtypes of localised scleroderma. In a systematic review, Marrani et al. (2018) were unable to extrapolate data regarding the efficacy of MTX in the different subtypes of JLS [13]. Hardy et al. (2019) did not find that subtype was a predictor of MTX resistance [33]. In another systematic review of 34 studies featuring 59 children and adults with en coup de sabre lesions, Ulc et al. (2021) reported good clinical outcomes with MTX [14]. Evidence from case reports also suggests that MTX is effective in treating extracutaneous manifestations of disease, such as en coup-de-sabre related epilepsy [117].

Relapses are common after treatment discontinuation of MTX. This was reported to be as high as 44% after treatment discontinuation in one retrospective study of 34 patients [53]. Many patients who relapse respond to further treatment with MTX, which may include increase in dose or longer course of concurrent corticosteroid use [110].

In conclusion, although MTX remains the most commonly used first-line treatment for JLS and has demonstrated efficacy for its use, there remain a number of questions about its use – including optimal dose, route, duration, use with/without corticosteroids. Superiority to other medication such as MMF also remains to be determined.

Safety of MTX

MTX is frequently used in JLS, with any adverse events reported to be transient and mild. In the RCT of 70 patients detailed above, 56.5% of patients treated with MTX for 12 months/until treatment failure developed side effects, compared with 45.8% in the placebo arm group [22]. The most common side effect observed over the 12-month follow-up period was nausea, seen in 17.4% of patients. Other side effects included alopecia, headache, fatigue and hepatotoxicity. There were no serious adverse events related to treatment in this group and no patients were withdrawn from the trial due to side effects. The results from the follow-up cohort study (mean follow up of 40.3 months) found similar rates of adverse events [23].

Gastric intolerance, including nausea, appears to be the most frequent side effect. In a single centre study of 36 patients who were treated with 36 months of MTX (24 months subcutaneous followed by 12 months oral), Torok et al. (2012) 19% of patients developed anticipatory nausea and vomiting (median follow-up = 36.4 months) [19]. A national UK audit found that of 79 children with JLS observed over a 12-month period who stopped MTX, 37 (46.8%) did so due to intolerance (median duration of treatment =16 months) [37]. Although oral and subcutaneous forms of MTX are recommended by European guidelines as having equivalent efficacy, it is notable that in one prospective study of 34 patients, 26% were switched from oral to subcutaneous administration due to gastric intolerance (mean duration of maintenance treatment with MTX = 32 months, mean follow up = 2.9 years) [53].

Patients are infrequently discontinued on MTX due to adverse events. In a prospective cohort study of 10 patients described by Uziel et al. (2000) only one patient was discontinued on treatment after a year due to leukopenia [20]. Other effects noted were elevation of hepatic enzymes and nausea. When reported, adverse events also frequently include the effects of concurrent corticosteroid use, such as hypertension, cushingoid facies and cutaneous striae.

Little comment is made on the safety of MTX in the guidelines identified. The SHARE guidelines acknowledge that low dose MTX is safe and well-tolerated and the CARRA guidelines recommend supplementation with folic acid or folinic acid. Mertens et al. (2016) also recommend folic acid supplementation, and minimising delay to initiation to minimise treatment failure of MTX in clinical practice [118]. In the case reports reviewed, many of the above noted adverse effects were mentioned. MTX was also reported to cause mood disturbances in one patient with JLS which resolved with cessation of use [59].

Efficacy of MMF

MMF is recommended as second-line treatment in cases of MTX resistance or intolerance by the SHARE & CARRA guidelines. The PRES guidelines advise that there is limited evidence for MTX non-responders and that MMF can be considered alongside abatacept and infliximab. Lythgoe et al. (2018) reported that second line treatment was MMF for 89.5% of patients [37]. Other surveys of clinician use in the UK and North America have reported similar results on the popularity of MMF as a second line-option [5, 106].

The evidence for MMF use in JLS comes from a series of retrospective studies. These mostly feature patients who had not responded to MTX or were intolerant of MTX. For the main part, review of these studies highlighted the lack of robust evidence for treatment of JLS and the absence of a standardised approach.

The most commonly cited evidence comes from Martini et al. (2009), a retrospective case series of 10 patients with methotrexate-resistant JLS treated with MMF [38]. All patients showed an improvement through clinical examination and thermography findings.

Mertens et al. (2016) report another retrospective case series of 7 patients with localised scleroderma (aged 7-73 years) treated with MMF [42]. 3 were treated with MMF due to MTX ineffectiveness and 4 due to MTX intolerance. 6 out of 7 patients showed a favourable response to MMF treatment based on clinical examination.

Martini et al. (2021) describe a recent retrospective longitudinal study comparing the outcomes of 22 patients with JLS treated with MMF compared to 47 treated with MTX [40]. This study identified no significant difference in relapse-free survival with MMF compared to MTX. MMF did however seem more likely to provide persistent remission than MTX. They found that combination of MMF and MTX did not increase its efficacy.

As with MTX, there is variation in the dosing regime used for MMF (e.g. 600 to 1200 mg/m2/day twice daily [38] and 700 to 1000 mg/m2/day [40]). A number of case reports also describe successful treatment with MMF in the case of MTX resistance, either as a monotherapy or in combination with other agents [92,93,94, 96]. None of the systematic reviews were able to draw a conclusion on the use of MMF in JLS, due to the lack of prospective studies.

When considering extracutaneous disease, a RCT comparing MMF and MTX in 216 adult patients with uveitis did not find MMF to be superior [119].

Safety of MMF

Like MTX, MMF is a relatively well-tolerated medication with a favourable safety profile. Many of the adverse effects are transient and infrequently result in treatment discontinuation. In the studies described above, Martini et al. (2009) noted in a case series of 10 patients that one patient had mild abdominal discomfort, with no haematological or biochemical abnormalities found (mean duration of treatment = 20 months) [38]. Mertens et al. (2016) reported in a case series of seven patients that one patient had to discontinue MMF after three months due to elevated liver enzymes [42]. Another patient experienced diarrhoea at doses greater than 1000mg daily. In a case report, Arkin et al. [91] also describe mood changes five weeks after starting treatment with MMF that resolved with cessation.

In larger retrospective case series, Martini et al. (2021) [40] report the following adverse events in a cohort of 22 JLS patients followed up over a mean of 9.4 years: headache (22.7%), mild increase in transaminases (18.2%), nausea/vomiting (9.1%) and fatigue (9.1%). There was no treatment discontinuation due to side effects.

Discussion

To date, there is an absence of robust evidence regarding the management of JLS. There is only one small RCT and a number of observational studies reporting on the use of MTX in JLS with some success. There is even less evidence available for the use of MMF. This includes no RCTs or prospective observational studies. As such recommendations for the use of MMF in JLS are based on retrospective observational studies, case reports and consensus clinical opinion. Further evidence comes from in vitro studies show that MMF inhibit lymphocyte proliferation [120] and has a direct antifibrotic role [121]. However, it is possible there is publication bias in the published articles included in this scoping review, with studies reporting success in treatment and unusual adverse events more likely to be published.

Reassuringly the findings reported by the systematic reviews and consensus statements are consistent in that they all recommend MTX as a first line treatment for JLS. It is also widely reported as well tolerated. A concomitant course of corticosteroids should also be considered, options for which include a tapering course of oral prednisolone or periodic IV methylprednisolone. Although intolerance can be high, the reporting of adverse events leading to discontinuation in the literature remains low.

MMF is mainly advised in the context of unsuccessful treatment with MTX or intolerance to MTX. MMF is suggested as an alternative treatment choice in severe disease. However there is no available consensus as to whether MMF should be used as a monotherapy or in combination, nor whether MMF should be considered primary treatment. Like MTX, MMF has good evidence for safety, with limited evidence for tolerability.

Other therapies, such as biologic therapies, have been employed in JLS with varying evidence for their use. Tocilizumab was found to be effective in JLS in a retrospective study of 11 patients with JLS who had not responded to previous therapy [122]. A case report of two patients with pansclerotic morphoea found that treatment with tocilizumab reduced disease activity and stopped disease progression [123]. Another case series of 5 patients also reports the successful treatment of 5 patients with tocilizumab [124]. There is also evidence for abatacept which is commissioned for use in JLS in the UK. A retrospective study of 18 patients with JLS by Li at al. (2021) found abatacept to be a safe and effective treatment in patients refractory to MTX/MMF/corticosteroid treatment [125]. This was also found in a case series of 6 patients with JLS reported by Kalampokis et al. (2020) [126]. In an accompanying systematic review, the authors were unable to draw a conclusion on abatacept use in JLS due to high risk of bias in the identified studies. Case studies that are limited to single patients report on the successful use of other biologic treatment, such as infliximab [127] and of the tyrosine kinase inhibitor imatinib [63].

PRES guidelines also recommend the use UV phototherapy for the treatment of children above the age of 12 in small superficial lesions [9]. The safety of these treatments remains to be reported.

A key difficulty when comparing the efficacy and safety of MMF and MTX comes from a lack of adequate measures of these properties. The studies included here feature a range of outcomes for efficacy, from clinician-reported measures (which may or may not be validated) to imaging-based measures such as ultrasound and thermography. The landmark RCT conducted by Zulian et al. (2011) used a combination of clinical scores: physician’s global assessment of disease severity visual analogue scale (VAS), parent’s global assessment VAS and childhood health assessment questionnaire (CHAQ), thermographic findings and a computerised skin scoring system) [22]. It is notable that the physician and patient/parent VAS and CHAQ score did not reach statistical significance in this trial, which was thought to be due to low sensitivity in JLS. In a follow-up study, the authors also note that the lack of availability of objective measures, e.g. infrared thermography and computerised skin scoring, makes it difficult to compare this to previous studies [23]. Newer studies based on expert consensus have recommended validated clinician reported outcome measures such as the LoSCAT, which combines activity (mLoSSi) and damage (LoSDI) [7, 9]. The diversity of outcome measures and lack of adequate sensitivity makes effective comparison between existing studies challenging.

Another challenge in comparing the efficacy of MMF and MTX is that the rarity of JLS makes a traditional RCT between the two impractical. Desai et al. (2021) argue it would take 15 years to complete a clinical trial if 50% of patients from every available specialty centre in the UK consented to enrolment [7]. The authors argue a Bayesian framework for a multicentre RCT of MMF and corticosteroids versus MTX and corticosteroids would offer an achievable alternative. This prior elicitation sought to describe experts’ current beliefs on the efficacy and tolerability of MTX and MMF in JLS. The prevailing outcome of this was that there is uncertainty amongst experts as to the most appropriate use of MTX and MMF in JLS, particularly on the efficacy of MMF.

It is equally challenging to measure the relative safety for these two medications. Both drugs appear to be relatively safe with a low rate of serious adverse events as outlined above. However adverse event reporting in published literature is low and may underrepresent the burden of intolerability of drugs. Patient reported outcome measures (PROMs) are uniquely placed to report the effect of medication side-effects on patients’ health-related quality of life and thus their tolerability. The methotrexate intolerance severity score (MISS) PROM has been used to measure tolerability of MTX in juvenile idiopathic arthritis [128], but no such patient reported outcome exists for MMF [7]. The Localised Scleroderma Quality of Life Instrument (LoSQI) PROM features a medication subscale that quantifies the tolerability of medication used in JLS in aggregate [129]. In developing the LoSQI, Zigler et al. (2020) highlighted the burden of medication side effects on the lives of patients with JLS, particularly those from corticosteroid medications [130].

In conclusion, there is a lack of robust trials of MTX and MMF in the treatment of JLS and little in the way of reliable research into their safety and tolerability profiles in this context. Future trials in this area are vital for the effective and safe management of JLS. Due to the small population of JLS patients, traditional frequentist clinical trials are unfeasible and therefore future studies should consider more novel trial design.