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Bansari G. Patel, Emily E. Lenk, Dan I. Lebovic, Yimin Shu, Jie Yu, Robert N. Taylor
PII: S1521-6934(18)30023-3
DOI: 10.1016/j.bpobgyn.2018.01.006
Reference: YBEOG 1782
To appear in: Best Practice & Research Clinical Obstetrics & Gynaecology
Please cite this article as: Patel BG, Lenk EE, Lebovic DI, Shu Y, Yu J, Taylor RN, Pathogenesis of
Endometriosis: Interaction between Endocrine and Inflammatory Pathways, Best Practice & Research
Clinical Obstetrics & Gynaecology (2018), doi: 10.1016/j.bpobgyn.2018.01.006.
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Pathogenesis of Endometriosis:
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Bansari G. Patel1, Emily E. Lenk1, Dan I. Lebovic3, Yimin Shu1, Jie Yu1 and Robert N. Taylor1,2
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Department of Obstetrics and Gynecology and2Molecular Medicine and Translational Sciences,
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Wake Forest School of Medicine, Winston-Salem, North Carolina, USA 27157
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Center for Reproductive Medicine, Minneapolis, Minnesota, USA 55435
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Corresponding author: Robert N. Taylor, MD PhD
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email: rtaylor@wakehealth.edu
tel: +1-336-716-5451
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Abstract
Despite an estimated prevalence of 11% in women and plausible historical descriptions dating
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back to the 17th century, the etiology of endometriosis remains poorly understood. Classical
theories of the histological origins of endometriosis are reviewed below. Clinical presentations
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are variable and signs and symptoms do not correlate well with the extent of disease. In this
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summary we have attempted to synthesize the growing evidence that hormonal and immune
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endometriosis to persist and elaborate mediators of its two cardinal symptoms: pain and
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infertility. Surprisingly, in the search for novel therapeutics for medical treatment of
modifying endocrine and immune system facets of this complex gynecologic syndrome. We
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predict that these lead drugs will provide more therapeutic choices for patients in the future.
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Introduction
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implants at extrauterine (ectopic) sites, leading to chronic inflammation, pain and infertility.
Scholars of endometriosis have identified reports consistent with its modern presentations dating
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to the 1600s (1). Recent population-based magnetic imaging findings, confirm long-held
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epidemiological estimates that the disease affects ~11% of women of reproductive age (2) with
~176 million cases globally (3). In women with pelvic pain, infertility, or both, the frequency
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approaches 35-50% and is the second commonest indication for surgery in women of
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premenopausal age. Three primary forms of endometriosis— peritoneal, ovarian, and deep
infiltrating— are all manifestations of lesions containing endometrial glands and stroma, along
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with nerves, blood vessels and inflammatory cells. These elements contribute to a variety of
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symptoms depending on the organs involved, but neither gross, microscopic, nor even molecular
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The histogenesis of endometriosis remains controversial, with three popular theories dominating
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the literature: 1) retrograde menstruation, 2) coelomic metaplasia, and 3) vascular and lymphatic
metastatic spread. Genetic susceptibility and altered immunity also are considered to explain the
etiology of endometriosis.
Reflux Menstruation
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The most generally accepted theory, retrograde menstruation and transplantation, was proposed
by Sampson in the 1920s. While performing laparotomy during his patients’ menses, this
gynecologic surgeon observed the free flow of blood and shed endometrial tissue from the
fallopian tubes into the peritoneal cavity. He postulated that endometrial cells in the effluent
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might adhere to and invade serosal (4) and peritoneal (5) mesothelia, ultimately generating the
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pigmented lesions that he noted on the surface of the ovaries and cul-de-sac. This theory is
supported by evidence that affected women have greater volumes of refluxed blood during
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menses compared to controls (6). Additionally, endometriosis occurs frequently in baboons when
cervical occlusion is performed to prevent antegrade menstrual flow (7). Indeed, women with
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outflow tract obstruction have a high incidence of endometriosis (8).
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Coelomic Metaplasia
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The hypothesis that endometriosis may arise from coelomic epithelium was first attributed to
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Robert Meyer of Berlin in the early 1920s (9) and was further supported by Ferguson and
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colleagues (10). “Metaplasia” is the process by which a committed cell type (eg, mesothelium)
views of metaplasia, re-programming of mesenchymal stem cells may be involved (11). Other
clinical examples of metaplasia include Barrett’s esophagus, where bile acids transform stratified
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squamous esophageal cells into mucin-containing goblet cells, and in the lung, where columnar
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are unknown. Analyses by Matsuzaki argue that metaplasia may explain the genesis of deep
infiltrating endometriosis (DIE) in the rectovaginal septum, but the phenomenon is unlikely to be
Endometriosis has also been identified in sites distant from the pelvis, including abdominal
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lymph nodes, lungs, pleura, spinal cord, and even in the nose (14). The metastasis theory
hypothesizes that menstrual tissue travels from the endometrial cavity to sentinel lymph nodes
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and from there through lymphatic channels and veins to distant sites (15). An alternative
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“metastatic” mechanism, that bone marrow-derived stem cells can traffic hematogenously to and
seed ectopic sites, has been championed by Hugh Taylor and his group (16) and is discussed in
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greater detail below (see Fig. 1).
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Physicians have long recognized menstrual patterns that appear to predispose to endometriosis.
For example, women with incessant ovulation and menstruation are at an increased risk; early
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menarche, heavy or extended (>7 days) menstrual flow and late menopause have all been
contraceptives (OC), and women with genital outflow tract obstruction have more risk, while
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prior pregnancy, lactation, and prolonged OC use have been noted as protective factors. The
increased menstrual reflux has been hypothesized (18). Other less intuitive risk factors include a
low body mass index (19), red hair, left-handedness (20) and a history of dysplastic nevi (21).
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Consumption of red meats, trans-fats, and one or more alcoholic beverages per week have been
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associated with an increased risk of endometriosis. Conversely, eating fruits, green vegetables,
and omega-3 long-chain fatty acids decrease risk in some (18), but not all studies (22). Dietary
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carotenoids contribute to another important class of isoprenoid endocrine factors that we will
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collectively refer to as retinoids.
Retinol (ROL), the metabolic precursor of retinoic acid (RA), has long been recognized as a
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necessary vitamin for mammalian endometrial function (23) and nuclear retinoid receptors have
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been identified in normal endometrial and endometriotic cells. Several examples of RA-regulated
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genes, including IL-6 (24), connexin 43 (25) and fas ligand ((26), are aberrantly expressed in
Serdar Bulun and colleagues have comprehensively investigated the metabolism and action of
retinoids in endometriosis cells (28) discovering that genes regulating RA biosynthesis and
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signaling are anomalously expressed in endometriosis. Further work (29) indicated that RA
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concentrations and the enzymatic oxidation of ROL to RA were consistently reduced in ectopic
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Clinicians have suspected for years that progesterone action on uterine function was abnormal in
cases of endometriosis. While progestin therapy, first introduced by Robert Kistner in 1958 (30),
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typically suppresses ovarian estradiol production via gonadotropin inhibition and often
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treatments (31). Failure could be due to local endogenous estradiol synthesis by endometriotic
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lesions (as mentioned below) or as a result of progesterone deficiency. From the early days of
radioimmunoassay, some studies showed low circulating serum progesterone levels (32), or a
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delayed rise in luteal concentrations (33) among women with endometriosis, whereas others
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reported no differences (34). In recent years, alterations in progesterone receptor isoform
expression are increasingly attributed to aberrant progesterone action (35). Progesterone effects
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on target genes are conferred primarily by nuclear progesterone receptor B (PR-B) homodimers
acting as transcription factors, whereas the truncated PR-A isoforms repress the actions of PR-B.
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The two isoforms appear to have converse effects on inflammation, with PR-B opposing and PR-
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A promoting a proinflammatory environment (35). The original observation by Attia et al. (36),
that PR-B transcript levels were markedly reduced in endometriosis lesions, anticipated
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overexpressed (granzyme A) in cases of endometriosis (37). This concept was further supported
by evidence that the PR-B promoter is hypermethylated in endometriosis (38) and other
chromatin modifications occur that may account for reduced PR-B expression (39). Interaction
of PRs with Hic-5 also is attenuated as a result of reduced expression of the latter in endometrial
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tissue derived from women with endometriosis (40). Corroborating these concepts, a state of
endometriosis (41).
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Enhanced sensitivity to estrogen action
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A complementary hypothesis is that estrogen signaling is excessive in cases of endometriosis.
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Indeed, almost all the medical therapies that have been promoted to treat endometriosis are
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mimic pregnancy, such as continuous oral contraceptive pills (OCs) (42), depot formulations of
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medroxyprogesterone acetate (MPA) or implantable etonogestrel-containing rods. In addition to
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pituitary suppression, the mechanism of action of these approaches involves decidualization and
subsequent atrophy of endometrial tissue (43). In addition to their efficacious symptom control
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and long-term safety these treatments have very favorable cost profiles compared to other
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methods (44).
GnRH analogues (GnRHa) have been extensively investigated and widely used in endometriosis
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suppression of ovulation, reduced serum estrogen levels, and resultant endometrial and
related pain by 60-100%, comparable in efficacy to OCs and danazol (47) but their side-effects
include hot flashes, vaginal dryness, loss of libido and emotional lability and long-term use is
associated with loss of bone mineral (3.2% reduction in lumbar spine density after 6 months of
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continuous treatment). The USA Food and Drug Administration (FDA) limits therapy with these
therapy with norethindrone acetate alone or with low dose ethinyl estradiol has been advocated
in patients undergoing long-term treatment with GnRH analogues (48). Fortunately, add-back
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therapy does not appear to exacerbate endometriosis pain, a phenomenon attributed to the
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“estrogen threshold” hypothesis, which posits that the plasma concentrations of estradiol
necessary to activate endometriosis pain are significantly greater than the levels needed for bone
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protection (49) (50).
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In the past few years, considerable progress in the development of orally active, non-peptidergic
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GnRH antagonists promises to provide a new of class of compounds to partially suppress the
HPO axis and estradiol levels (51). Early experience with one prototype agent, elagolix, showed
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similar efficacy to leuprolide in terms of serum estradiol suppression, bone density changes and
of both its receptors, estrogen receptor α (ERα) and ERβ (53) (54) (55) and increased local
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endometriosis. Two novel ER ligands, which bind preferentially to ERα and ERβ, respectively,
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are oxabicycloheptene sulfonate (OBHS) and chloroindazole (CLI). These compounds displayed
dual suppression of proliferative and inflammatory activities and effectively prevented the
establishment and progression of endometriotic lesions in a mouse model (56). The selective
estrogen receptor modulators (SERMs) bazedoxifene (57) and ERB-041 (58), also were shown
endometriosis pain, women receiving active treatment experienced a more rapid recrudescence
of pelvic pain than women in the placebo arm, causing the study to be discontinued (59).
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Aromatase is the key cytochrome P450 enzyme responsible for estrogen biosynthesis, catalyzing
the conversion of androstenedione and testosterone to estrone and estradiol, respectively. The
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important discovery that this enzyme is expressed locally in endometriosis tissue provided a
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novel mechanism for lesions to generate their own source of estrogens in situ (60). As noted
above, estradiol is a potent trophic factor for endometriosis implant proliferation and it also
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directly stimulates angiogenesis (61) (see Fig. 1). Aromatase inhibitors target this enzyme to
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decrease local estrogen synthesis and inhibit lesion growth (62) and have proven efficacy in
suppressing pelvic pain and gastrointestinal dysfunction associated with endometriosis (63).
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However, use of aromatase inhibitors reduces negative feedback and leads to an increase in FSH,
with subsequent ovarian stimulation; hence, agents that suppress follicular activity, such as OCs,
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progestins or GnRHa, must be utilized in concert with aromatase inhibitors to prevent ovarian
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Due to their hypoestrogenic effects, prolonged use of aromatase inhibitors place women at risk
for developing osteopenia, osteoporosis and bone fractures. In a small, six-month study where
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women were treated with letrozole (2.5 mg/day), norethindrone acetate (2.5 mg/day), calcium
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and vitamin D, laparoscopically visible endometriosis lesions were reduced and pelvic pain
scores were improved without a significant change in bone mineral density (64).
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Numerous studies now support widespread but subtle immune dysregulation in patients with
moderate to severe endometriosis. Evidence that women with endometriosis have altered
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immune parameters, such as reduced T-lymphocyte mediated cytotoxicity to autologous
endometrial cells, has existed for >30 years (65). It was postulated that these subjects have
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decreased immunosurveillance and impaired recognition of ectopic endometrial cells secondary
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to defective NK-cell activity (66). Furthermore, lesions may escape immune-detection via
secretion of immunomodulatory proteins such as soluble ICAM-1 that prevent recognition and
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destruction of ectopic endometrium (67).
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Women with endometriosis were noted to have augmented production of C-C chemokines,
which may account for increased local macrophage recruitment and activation in ectopic lesions
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and peritoneal fluid (68) (69). Peritoneal fluid also can promote inflammation around
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endometrial deposits by increasing oxidant levels and lipid peroxidation (70) (71).
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High levels of pelvic fluid interleukin (IL)-1β, IL-6 and IL-8, along with other proinflammatory
cytokines, have been reported in patients with endometriosis compared to controls (68).
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Endometriotic lesions may be further potentiated via increased expression of growth factors,
including BDNF, PDGF, TGF-β and VEGF. These proteins facilitate recruitment of nearby
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nerves and capillaries providing the proliferating implants with a robust neurovascular supply, a
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process that we have referred to as “neuroangiogenesis” (72) and is described in more detail
below (see Fig. 1). Down-regulation of pro-apoptotic genes and upregulation of anti-apoptotic
genes from the BCL2, BCL6 and BAX families, have been observed in eutopic endometrium of
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women with endometriosis and also in ectopic endometriosis lesions, which recently have been
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Stem Cells
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Pluripotent mesenchymal stem cells, derived from the bone-marrow (74) or emanating from
from a niche within the superficial basalis endometrium (75) have the ability to differentiate cells
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into mature endometrial epithelial and stromal cells in ectopic sites. Similarly, somatic stem cells
in ovarian endometriomas have been identified (76). An alternative theory that retrograde
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seeding of naïve muellerian cells in the immediate postnatal period might contribute to cells that
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are hormonally reactivated in adolescence, yielding endometriosis lesions in early reproductive
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Endometriosis has been associated with an increased risk of several cancers, most notably
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endometrioid and clear cell ovarian cancer, breast cancer, non-Hodgkin lymphoma, and
melanoma (78). Ovarian cancer develops in 1–5% of cases with ovarian endometriosis and in a
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lower percentage of cases with endometriosis outside the ovary. Ovarian endometrioid
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adenocarcinoma and clear cell carcinoma (10–20% and <5%, respectively) are the commonest
types (79). Cervical cancer incidence appears reduced in women with endometriosis, while no
significant differences have been reported for the incidence of endometrial cancer (78). The latter
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endometriosis would be expected to increase the risk of type I endometrial cancers in particular.
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Immune Cells and Immunosurveillance
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The accumulation of extravasating immune cells (“endothelial leukocytes”) around
endometriotic lesions was originally described by Meigs in 1922 (80). It is now recognized that
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trafficking of innate immune cells into the peritoneal fluid and their recruitment into eutopic and
ectopic endometrial tissue is a dynamic, physiological process mediated via the expression of
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soluble chemoattractant proteins referred to as chemokines. Neutrophils, natural killer (NK)
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cells, and macrophages are the major cells providing innate defense, which is not antigen-
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specific and has no immunological memory. Given the predominant monocytic inflammatory
response observed in endometriosis, our group has focused on cytokines and chemokines
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selective for the macrophage lineage. In particular, IL-8, CCL2 (MCP-1, monocyte chemotactic
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protein-1), and CCL5 (RANTES, regulated upon activation, normal T cell expressed and
secreted) have been studied extensively (69). Using a non-biased systems biology approach,
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Beste et al. (81) found many of these same macrophage-related factors to be upregulated in
al. (82) reported that the ratio of classically activated (M1) to alternatively activated (M2)
antiendometrial autoantibodies would be prevalent in all women, rather than being restricted to a
subset of endometriosis cases (84). Hence, adaptive immunity toward these cells seems to occur
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In normal women, intraperitoneal menstrual debris appears to be eliminated without loss of
immune tolerance, presumably mediated by a balance between regulatory T cells (Tregs) and
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effector T cells; CD8+ T cells and immunosuppressive cytokines (e.g., IL-13, IL-1RA) also play
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a role. However, as noted in other autoimmune disorders, immune tolerance might break down in
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response. Induction of so-called “blocking antibodies” of endometrial antigens have been
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postulated but never confirmed (85). As noted above, ICAM-1 has been reported to interfere
phagocytosis and clearance (67) (see Fig. 1). Moreover, endometriotic cells are reported to be
inherently resistant to apoptosis and phagocytosis (86) and may inhibit NK cell cytotoxicity (66).
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Oxygen free radicals have been hypothesized for years as mediators of the cellular pathology
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associated with endometriosis. Free radicals are highly reactive molecules that can transiently
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sustain one or two unpaired electrons. The transfer of these unstable electrons to other structural
or regulatory molecules can cause cell damage. Most free radicals of biologic significance are
reactive oxygen species (ROS), such as hydroxyl (OH•), peroxyl (ROO•) or superoxide (O2•–)
ions. Oxidative stress occurs when the homeostatic balance of antioxidant vitamins and enzymes
protective molecular species. Murphy et al. found that peritoneal fluid levels of the antioxidant
increased in women with endometriosis (87), findings consistent with increased lipid
peroxidation in endometriosis. It has been shown that oxidative stress can mediate a mitogenic
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response in endometrial stromal cells in vitro (88); hence a surplus of free radicals, generated in
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part via intralesional bleeding, may directly contribute to implant proliferation and invasion (89).
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Other classes of biochemical factors secreted by endometriotic lesions or neighboring peritoneal
cells also might contribute to the adhesions that classically surround the implants and adjoining
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pelvic organs (90) TGF-β, a growth factor associated with intraperitoneal fibrosis, was noted to
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be elevated in peritoneal fluid of women with endometriosis (91) and is thought to play a key
Relevant to the generation of pelvic adhesions associated with endometriosis is the phenomenon
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of embryonic development. For example, in the Müllerian tract, a reciprocal process, called
cœlomic urogenital sinus mesoderm to generate the embryonic uterine epithelium. Studies from
the cancer literature indicate that reversible EMT programs are manifested during tumor
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metastasis (92), and similar transitions have been reviewed in endometriosis (93). Our own
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group observed that endometrial stromal cells are highly plastic and reversibly undergo EMT and
MET in response to ovarian hormones (94). If these same phenomena occur in endometriosis,
A variety of human growth factors stimulate mitogenic activity in endometriotic and endometrial
cells, many of which have been identified in endometriotic tissues and in the peritoneal fluid of
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women with endometriosis. Although their precise roles are not fully characterized, these factors
are potential regulators of endometriosis implant proliferation. Figure 1 summarizes the putative
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pathways that are influenced by endcrine and paracrine growth factors.
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Contrariwise, factors associated with programmed cell death (apoptosis) have been implicated in
cyclical endometrial remodeling (95). For example, there is considerable current interest in the
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anti-apoptotic factor BCL6, as a sensitive biomarker for endometriosis (73).
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Neuroangiogenic Factors
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Based on the exaggerated vascularity visualized laparoscopically around ectopic implants and
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their analogy with tumor metastases(96), the angiogenic hypothesis of endometriosis became
well established by the mid-1990s (97) (98;99). The sprouting of new blood vessels from
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preexisting vessels includes the proteolysis of extracellular matrix, proliferation and migration of
endothelial cells, and ultimately the organization of patent capillary tubules. Several growth
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factors and cytokines exert mitogenic and chemotactic effects on endothelial cells, pericytes and
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vascular smooth muscle cells. Increased IL-1β sensitivity increases the angiogenic potential of
endometriosis lesions (100). One interpretation of these findings is that endometriosis cells
oncogenesis (101), women susceptible to the development of endometriosis may carry a “first
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hit” genetic trait that increases stem cell viability and a “second hit” that enhances endometrial
In addition to increased angiogenesis, endometriotic lesions recruit a nerve supply from the
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surrounding peritoneum and these processes appear to be coordinated (72). Many of the growth
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angiopoietin 2 (102), BDNF (103), NGF (104) and VEGF (105) are known to have neurogenic
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as well as angiogenic effects.
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tissue were surgically attached to the abdominal peritoneum, the growth of these endometriosis-
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like lesions was estrogen dependent. As in women with the disease, proliferation of the lesions
was associated with neurogenesis, angiogenesis, cytokine (IL-6 and TNF-α) chemokine (CCL2
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and CCL5) secretion and macrophage recruitment (56). Selective estrogen receptor modulators
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that are specific for ERα (OBHS) and ERβ (CLI) effectively inhibited lesion growth and
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inflammation and reduced neuroangiogenic biomarkers. The same effects were observed using
primary cultures of stromal cells derived from human endometriomas (106) treated with estradiol
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and TNF-α. Histone phosphorylation, IL-6 and CCL2 were reduced and apoptosis was increased
Conclusions
Endometriosis is a common disease affecting women in their reproductive years that negatively
impacts their quality of life and impairs their fecundity. The exact etiology of this complex
disease remains a mystery and likely has manifold influences, described elsewhere in this
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monograph. Cell biological, transcriptomic and proteomic approaches have been very
both the endocrine responsiveness and the inflammatory activation of eutopic and ectopic
endometrium are critically involved. Exciting new observations indicate that these seemingly
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distinct pathways engage in intimate cross-talk. Suppression of ovarian estrogen production
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results in amelioration of inflammatory responses and symptoms. New, oral GnRH antagonist
preparations are promising additions to our clinical pharmacopeia. Moreover, novel SERMs
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exert dual anti-estrogenic and immunosuppressive activities in preclinical models of
endometriosis and we are optimistic that similar compounds will be discovered and developed.
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Whereas surgical therapy will always be considered as a mainstay for managing endometriosis
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related symptoms, the future of medical treatments, some with overlapping hormonal and
Practice Points
option for managing endometriosis related symptoms, but to avoid the long delay from symptom
onset to definitive therapy, more medical options, particularly for younger women, are needed.
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• Growth factors exert multiple actions on leiomyoma cells through activating multiple
treatments, clinicians and scientists can collaborate on the discovery of novel pathways and
Research Agenda
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Animal models, such as nonhuman primates (where spontaneous endometriosis occurs) and in
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advantages. Human cell culture systems also have been highly informative.
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• In endometriosis, as in a number of immune conditions that disproportionately afflict
women, estrogens exacerbate inflammatory symptoms and SERMs suppress them. Further
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studies are needed to understand how hormones and inflammatory factors engage in molecular
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cross-talk.
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• High-throughput drug discovery efforts are needed to uncover new biological and small-
molecule compounds, potentially based on the novel SERMs and GnRH antagonists described in
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this review, that might offer new options for women with endometriosis symptoms.
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Conflicts of interest
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Figure 1 Legend
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adhesion molecule-1); IL (interleukin)-1β, -6, -8; NK cells (natural killer cells); PDGF (platelet-
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T cell expressed and secreted, CCL5); T & B (thymus and bursa) lymphocytes; Tregs (regulatory
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T cells); TNF (tumor necrosis factor)-α; VEGF (vascular endothelial growth factor)..
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