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Research Biologist
Second Department of Obstetrics and Gynecology and Istituto Auxologico Italiano, Cusano Milanino,
University of Milan, Milano, Italy
Fabio Parazzini MD
Assistant Professor
First Department of Obstetrics and Gynaecology, Istituto di Ricerche Farmacologiche ‘Mario Negri’,
University of Milan, Milano, Italy
Edgardo Somigliana MD
Clinical Assistant
Second Department of Obstetrics and Gynaecology, University of Milan, Milano, Italy
Paolo Vercellini* MD
Associate Professor
Clinica Ostetrica e Ginecologica I, Istituto ‘Luigi Mangiagalli’, University of Milar,
Via Commenda 12, 20122 Milano, Italy
Estimates of the frequency of endometriosis vary widely. Based on the few reliable data, the
prevalence of the condition can reasonably be assumed to be around 10%. Although no
consistent information is available on the incidence of the disease, temporal trends suggest
an increase among women of reproductive age. This could be explained—at least in part
—by changing reproductive habits. Numerous epidemiological studies have indicated that
nulliparous women and women reporting short and heavy menstrual cycles are at increased
risk of developing endometriosis; data on other risk factors are less consistent. These
epidemiological findings strongly support the menstrual reflux hypothesis. Additional
evidence in favour of this theory includes the demonstration of viable endometrial cells in
1521-6934/$ - see front matter Q 2004 Elsevier Ltd. All rights reserved.
178 P. Viganò et al
the menstrual effluent and peritoneal fluid, experimental implantation and growth of
endometrium within the peritoneal cavity, observation of some degree of retrograde
menstruation in most women undergoing laparoscopy during menses, and an association
between obstructed menstrual outflow and endometriosis.
EPIDEMIOLOGY
Frequency
Few well-conducted studies have reported data on the prevalence of endometriosis and
no data are available on the frequency of the onset of the disease in a given period (its
incidence) in women without a previous diagnosis.
Differences in the prevalence of the disease vary by as much as 30 –40
times.8 – 15 Studies that have analysed the frequency of endometriosis in women
who underwent surgery for fibroids have suggested a prevalence of the condition
of about 10%10, but women with fibroids might share same risk factors with
endometriosis.13 In part, these large variations can be explained by differences in
the indications for laparoscopy and laparotomy, or merely by the differing degrees
of attention paid by surgeons to the accurate identification of endometriotic lesions
and by selective mechanisms drawing patients with suspected endometriosis
towards specialized centres. It is worth noting that there are no published studies
on representative samples of the general population. In general, it is difficult
to compare estimates of prevalence because the published studies include
women with different conditions, and are conducted in centres that apply
different diagnostic criteria and exhibit different levels of clinical interest in
endometriosis.
Endometriosis: epidemiology and aetiological factors 179
Risk factors
Age
Pelvic endometriosis is rare before the menarche and tends to decrease after the menopause.
Studies conducted in women under 50 suggested that the frequency of endometriosis
increased with age until menopause, but more recent studies have not confirmed this.9,10
Different selection criteria can explain some of these discrepancies. For instance,
more young women now have undergone laparoscopy for infertility than was the case
20 years ago, when laparotomy was necessary to diagnose endometriosis. There is no
relationship between age at diagnosis and severity of the disease.
the pill much earlier (. 2 – 4 years) had a higher risk (RR 1.8, 95% CI 1.0 – 3.1).25 A
similar pattern of risk (i.e. lower rate of the disease in current users and higher in ex-
OC users) was reported from two other cohort studies: the Royal College of General
Practitioners study and the Walnut Creek studies.26,27 Likewise, in a case-control study
conducted in Italy, ever users had a higher risk of pelvic endometriosis but the risk was
restricted to past users.28 – 31
It has been suggested that although OC use temporarily suppresses
endometriosis, previous OC use could increase the risk of the disease. It is
probable that the treatment with OC does not cure endometriosis and that
ectopic endometrial implants survive, although in atrophic form, ready for
reactivation when treatment stops.32
The various biological interpretations of the possible role of OC in
endometriosis include the suggestion that OC reduces the risk by suppressing
ovulation, because regular menses increase the risk of endometriosis.14 However,
endometrial tissue seeded into the peritoneum of castrated monkeys did not
require steroid supplementation, whereas estradiol and/or progesterone were
indispensable for the survival of implants.33 Thus, OC might favour the persistence
of endometriosis.
Dysmenorrhea is a frequent symptom of endometriosis and is also an important
indication for OC use. Thus, the higher risk forever and past users of OC might be due
to selective mechanisms and indication bias. Women with endometriosis-induced
dysmenorrhea might, to some extent, be selectively excluded from the ‘never OC
users’ category, thus raising the risk for ‘past OC users’. On the other hand, OC use
might reduce the likelihood of diagnosis of endometriosis, because OC reduces
dysmenorrhea so current users tend not to be investigated and diagnosed with
endometriosis. Women with undiagnosed endometriosis could thus swell the number
of controls who use OC, leading to an apparent protective effect for current users. In
any case, the lack of relation between total duration of OC use and endometriosis, and
the pattern of risk with time since last use, do not support a causal relationship.
It appears, therefore, that the risk of endometriosis is reduced only among current
(or recent) OC users, and any causal inference is hampered by the question of
indication bias, apart from the absence of a duration/risk relationship. Thus, before
drawing any causal inference, the role of selection and other biases must be considered
in the interpretation of epidemiological data regarding OC use and endometriosis.
Some of these uncertainties are attributable to the methodological difficulties of
epidemiological studies on endometriosis, specifically the problem of identifying the
control group.15 To overcome this problem, studies using different methodological
approaches and different control groups are needed.
Family history
It is suggested that the risk of endometriosis is higher in women whose mother or
sisters have the disease34 – 37 and that the disease might be more severe in women with
a family history.38 In 1980, Simpson et al reported about a six-fold risk of endometriosis
in sisters of affected women.35 A higher frequency of endometriosis in first-degree
relatives of affected women has also been reported in studies from Norway and Italy
(Table 1).
These findings, however, should be considered cautiously because information bias
cannot be excluded. Cases of endometriosis might tend to recall a family history of the
disease more accurately than in controls. Studies of family history of cancer have shown
Endometriosis: epidemiology and aetiological factors 181
Table 1. Main results of selected studies on family history of endometriosis and risk of the disease.
Miscellaneous
Recent studies have suggested that exposure to dioxins might be a cause of
endometriosis.45,46 Should this finding be confirmed, it suggests that other
environmental factors—as well as hormonal ones—might be associated with the risk
of endometriosis. Some epidemiological data have also linked the risk of endometriosis
182 P. Viganò et al
AETIOLOGY OF ENDOMETRIOSIS
Peritoneal endometriosis
occurrence—does not result in the disease in all women. From a pathogenetic point of
view, it is important to underline that in the last few years, in patients with endometriosis,
specific constitutive and/or acquired molecular alterations of eutopic and/or ectopic
endometrium favouring its implantation have been identified for all the processes
potentially involved in the phenomenon.3 Molecules involved in apoptosis, adhesion
molecules, growth and angiogenic factors, matrix metalloproteinases (MMPs), and the
mechanisms involved in the escape from the immune system have been recognized as
qualitatively or quantitatively different in eutopic and/or ectopic endometrium of women
with endometriosis compared to the endometrium of disease-free women. These
alterations, which might affect the physiological activity of endometrium, are thought to
explain why only some women develop the disease. A description of these altered
mechanisms will now be reviewed.
Two aspects have to be considered in this context:
Mechanisms of apoptosis
Programmed cell death, commonly referred to as apoptosis, is a fundamental process
responsible for maintaining homeostasis in multicellular organism.64 In contrast to
necrotic cell death, which is usually a result of trauma, programmed cell death is a
physiological process. Accumulating evidence suggests that apoptosis helps to maintain
cellular homeostasis during the menstrual cycle through the elimination of senescent
cells from the functional layer of the uterine endometrium during the late secretory
184 P. Viganò et al
and menstrual phases of the cycle. This is followed by proliferation of new cells from the
basal layer during the proliferative phase.64 Gebel et al proposed that, in healthy
women, the majority of menstruated cells undergo programmed cell death and do not
survive.65 In women with endometriosis, however, the percentage of menstruated
endometrial cells undergoing apoptosis is greatly reduced, increasing the number of
surviving cells that could continue to exhibit physiological activity. In particular, these
authors have observed that endometrial tissue obtained from women with
endometriosis is significantly less susceptible to spontaneous apoptosis than
endometrial tissue from fertile controls. Spontaneous apoptosis of eutopic endome-
trium from patients with endometriosis and fertile controls, as assessed with an ELISA-
based cell-death detection kit and expressed as absorbance, was found to be 0.63 ^ 0.1
and 1.43 ^ 0.11, respectively. Moreover, decreased apoptosis was also observed in
ectopic versus eutopic endometrium.65
In keeping with this observation, an increase in the endometrial expression of
the anti-apoptotic gene, Bcl-2, has been demonstrated in patients affected.66 Bcl-2
expression in a normal endometrium varies with the menstrual cycle phase being
higher in proliferative glandular epithelium (this is consistent with a positive
regulation by estrogens). Meresman et al have shown a significantly increased Bcl-2
expression in the proliferative eutopic endometrium from women with endome-
triosis compared with that obtained from controls.66 Data from different groups
concerning Bcl-2 expression in ectopic endometrium are generally in keeping with
the observation that this tissue does not present the significant cyclical variations
for Bcl-2 that are observed in eutopic endometrium.67 However, whereas
Watanabe et al did not report an increased expression of Bcl-2 in ectopic samples
when compared to eutopic tissue68, Jones et al found that the number of Bcl-2-
positive stromal cells in ectopic endometrium was significantly higher than in
correspondent eutopic samples.69
and scavenging system that removes refluxed endometrial tissue might favour the
implantation and growth of endometrial cells within the peritoneal cavity.
Mechanisms of adhesion
Cell adhesion molecules, most notably the integrins and cadherins, are the main
mediators of cell –cell and cell –matrix adhesion and their expression might be
important for the initial adhesion of the exfoliated tissue.93 Evaluation of the
expression of E-cadherin by immunohistochemistry in eutopic endometrium, and in
peritoneal and ovarian endometriotic lesions, has revealed that the epithelial gland
cells express E-cadherin in all these tissues.94 However, in contrast to eutopic
endometrial glands, epithelial glands in peritoneal endometriotic lesions contain a
population of E-cadherin-negative cells. Absence of E-cadherin is known to be
involved in the acquisition of an invasive phenotype, and the E-cadherin gene is often
mutated in metastasizing carcinoma cells.95 – 98 Although mutations have not been
found in endometriotic tissue so far, the deregulation of the E-cadherin system in the
ectopic tissue might lead to a molecular phenotype similar to that of carcinoma cells
that have acquired mutations.
Many studies have also investigated the expression pattern of integrins under
physiological conditions in eutopic endometrium and in the pathological endometriotic
tissue.99 Many members of the integrin family are expressed by the endometrium
throughout the menstrual cycle. Integrins have been shown to form cell-surface
complexes with MMPs to facilitate matrix degradation and motility, thereby facilitating
directed cellular invasion.100 Differences in the expression patterns of specific integrins
between endometrial and endometriotic tissue might be of relevance because an
aberrant cell – matrix interactions might allow glandular structures to grow deeply into
the stroma, which would not otherwise be possible.93
Recently, however, hyaluronic acid and CD44 have been implicated in the interaction
of peritoneal mesothelium with endometrial cells.101 Peritoneal mesothelium produces
hyaluronic acid that is expressed along the cell membrane of peritoneal mesothelial
cells, contributes to the pericellular matrix, and is a major component of the
extracellular matrix ground substance. CD44 is the principal receptor for hyaluronic
acid. Endometrial stromal and epithelial cells express CD44. Hyaluronidase pretreat-
ment of mesothelial cells decreases the binding of endometrial stromal and epithelial
cells to mesothelium by 40%.101 These findings suggest that the hyaluronic acid/CD44
binding might be involved in the initial adherence of endometrium to peritoneal
mesothelium, although to date no difference in expression of these factors has been
observed in tissues from women with and without endometriosis.
to PR-B in certain target tissues modifies the overall progesterone action via differential
regulation of specific progesterone response genes.
There is some evidence to suggest that endometriosis is characterized by a
resistance to progesterone. Attia et al have shown that only PR-A transcripts are
present in endometriotic tissue sample, whereas both PR-A and PR-B transcripts are
readily detectable in all eutopic samples.111 Thus, progesterone resistance in
endometriotic tissue might be accounted for by the presence of the inhibitory PR
isoform PR-A and the absence of the stimulatory isoform PR-B. Other evidence to
support this observation comes from studies performed on 17-beta hydroxysteroid
dehydrogenase (HSD) type 2, which indicate that tissue expression and activity of the
enzyme, which is modulated by progesterone, vary greatly depending on the presence
or absence of the disease.112 The enzyme 17-beta HSD type 2 catalyzes the conversion
of estradiol to the less biologically active estrone. The previous paradigm-that 17-beta
HDS type 2 activity in the endometrium is elevated during the secretory phase by PR-
mediated action-has recently been shown to hold for diseased endometrium but not
for disease-free endometrium. Indeed, during the proliferative phase, the abundance of
mRNA and activity of 17-beta HSD type 2 are comparable in both disease-free and
diseased endometrium. However, during the secretory phase, whereas the abundance
of mRNA and the activity of 17-beta HDS type 2 increases four- to six-fold in diseased
endometrium, those of 17-beta HDS type 2 remain unchanged in disease-free
endometrium. Moreover, 17-beta HSD type 2 is not expressed in endometriotic tissue
during the luteal phase.111 This finding, which is probably a consequence of the lack of
PR-B in this tissue, could result in elevated concentrations of estradiol in endometriotic
implants, which is essential for their growth. All these data, together with the
observation of failure of endometriosis to regress in response to treatment with
progestins in a significant number of patients111, are strongly suggestive of selective
resistance of certain target genes to progesterone action in this disease.
the proliferative phase of the menstrual cycle expresses mRNA for the epithelial-
specific MMP matrilysin, as occurs in the normal eutopic tissue. Matrilysin mRNA can
also be detected in endometriotic lesions during the secretory phase, when this
enzyme is absent from eutopic tissue.120,121 Similarly, MMP1, MMP3, and MMP7 are
expressed constitutively in endometriotic lesions whereas they are highly regulated in
eutopic endometrium during the menstrual cycle.120
TIMPs regulate extracellular matrix remodelling by regulating the activity of MMPs.
Although endometriotic lesions produce significant amounts of TIMP-1 in vitro, TIMP-1
concentrations are lower in the peritoneal fluid of women with endometriosis in vivo;
further work is needed to explain these findings.122
Overall, misregulated MMP synthesis and secretion by endometriotic lesions,
combined with aberrant amounts of TIMP-1 in the peritoneal fluid, might derange the
normal proteolytic milieu of the peritoneal cavity thus inducing a more aggressive
behaviour and facilitating invasion of ectopic cells. The exact mechanisms that lead to
the aberrant expression of MMPs and TIMPs in endometriosis have yet to be defined.
phases than at mid-cycle.130 IL-8 receptors A and B are also expressed in the
endometrium, mostly localized in the stroma, and receptor expression is higher in the
eutopic endometrium of women with endometriosis than in the endometrium of
women without endometriosis. The cytokine has been found to be elevated in the
peritoneal fluid of women with endometriosis and the levels correlated with the
severity of the disease.131
Given the ability of TNF-a to affect various processes, we have focused our attention on
this specific cytokine to describe how an inflammatory mediator might be involved in the
pathogenesis of endometriosis. However, other cytokines (IL-6, IL-1) and chemokines
(RANTES, monocyte chemiotactic protein-1) found to be increased in peritoneal fluid of
women with endometriosis might be similarly involved.61,105,133,141,142
Ovarian endometriosis
Three different models have been proposed to explain the pathogenesis of typical
ovarian endometriosis. It is intriguing to note that, from 1919, each of these theories
has been repetitively reproposed by different investigators, who supported them with
different and novel arguments. This gives an idea both of the complexity of the disease
and of the limited progress made in terms of finding its exact cause. Thus, the formation
of typical chocolate cysts might be due to:
† inversion and progressive invagination of the ovarian cortex after the accumulation
of menstrual debris derived from bleeding of superficial endometriotic implants,
which are located on the ovarian surface and adherent to the peritoneum
† the secondary involvement of functional ovarian cysts by endometrial implants
located on the ovarian surface
† metaplasia of the coelomic epithelium covering the ovary.
The first demonstration in favour of the first hypothesis was by Hughesdon who, by
serial sections of ovaries containing an endometrioma, reported that the first
momentum in the formation of 90% of typical chocolate cysts is represented by the
implantation of regurgitated endometrial tissue on the ovarian surface and subsequent
adhesion to the pelvic peritoneum.143 Most endometriomas would form by invagination
of the cortex after accumulation of menstrual debris from bleeding of these surface
endometrial implants adherent to the peritoneum. Using ovarioscopy and in situ
biopsies, Brosens et al confirmed that active endometrial implants are located at the
site of cyst inversion.144 The recent demonstration of the lateral asymmetry of ovarian
endometriotic cysts, which are more frequently found on the left side, supports this
theory.145 In the left adnexal region, the sigmoid colon leans on the left tube and ovary
and is often affixed to the pelvic brim by firm adhesions. This would create a
microenvironment around the left adnexa in which endometrial cells regurgitated
through the tubes would not be exposed to the current of the peritoneal fluid and
would more easily adhere, implant, and grow in the hemipelvis.
Sampson’s original theory related to a possible role for ovarian follicles in the
pathogenesis of endometriotic cysts146 was later supported by Nezhat et al who
observed that some large endometriomata had histological characteristics of luteal or
follicular ovarian cysts.147 More recently, Jain and Dalton showed, by serial transvaginal
tracking of ovarian follicles, that a chocolate cyst can develop from an ovarian follicle.148
In each of the cases reported by these authors, the diagnosis was successfully
confirmed laparoscopically. Biological data demonstrating that follicular fluid can
stimulate endometrial cell growth support this aetiopathogenetic model. Bahtiyar et al
reported that follicular fluid from patients with endometriosis could induce an
increased cell proliferation compared to follicular fluid from women without the
disease.149 In a subsequent study, our group demonstrated that, although both
peritoneal and follicular fluids could stimulate endometrial and endometriotic cell
growth in vitro, this effect was much more evident using follicular fluid, which,
192 P. Viganò et al
The major arguments in favour of the rectovaginal septal origin of the deep nodule
by metaplasia are the histological characteristics of the lesions and the absence of
evolution of the rectal lesion after the removing of the nodule. Indeed, histologically,
rectovaginal endometriosis has the features of an adenomyotic nodule and, like an
adenomyoma, consists essentially of a circuscribed nodular aggregate of smooth
muscle, glandular epithelium, and scanty stroma. The fact that the stroma component in
the rectovaginal endometriotic nodule is very poor would indicate that the nodule is
different from peritoneal endometriosis, in which epithelial glands are surrounded
systematically by endometrial-type stroma. Moreover, the absence of evolution of the
rectal lesion after removal of the endometriotic glands would suggest that the lesion is
not evolutive; indeed, the apparent invasiveness of the lesions would be essentially
determined by a secondary proliferation of smooth cells induced by endometriotic cells
rather than by the invasion from ectopic endometrial cells.151
In contrast to the metaplasia theory, in a recent study we documented the
concomitant presence of deep peritoneal endometriotic nodules and other forms of
the disease in a large series of women.152 Overall, superficial implants, and/or
endometriotic ovarian cysts, and/or pelvic adhesions were observed in 93.5% of cases
of deep endometriosis. In only a small minority of women (6 out of 93, 6.5%) were deep
peritoneal implants the only observed form of the disease. Similar results were
observed when restricting the analysis to the subgroup of patients with large
rectovaginal and/or bladder endometriotic nodules.152 Moreover, patients with
endometriosis of the rectovaginal septum have about a one-third reduction in the
depth of the pouch of Douglas, an observation that would not be expected if the lesions
Endometriosis: epidemiology and aetiological factors 193
were of extraperitoneal origin.153 The rectovaginal septal origin of the deep nodule
would imply that the pouch of Douglas has a similar anatomical structure in women
with and without deep endometriosis. Alternatively, if the foci are a manifestation of an
intraperitoneal disease, the pouch of Douglas should be partly or completely
obliterated, which is actually the case.
Finally, from a histological point of view, Anaf et al—using immunochemistry
techniques with a monoclonal antibody against muscle-specific actin—recently
demonstrated that a smooth muscle component is in fact present in all types of
endometriotic lesions.154 However, they failed to observe this component in disease-
free peritoneum and thus hypothesized that the smooth muscle component might
result from the totipotential capacity of the pelvic and lower abdomen mesothelium to
differentiate. In other words, the implanted endometrium might cause a metaplastic
response in the underlying tissue. The entity of this metaplastic response might differ
according to location, thus explaining histological differences between the different
forms of endometriosis. In light of these findings, the definition of distinct
endometriotic entities based on the difference in the tissue composition of the lesions
(endometriotic lesions versus adenomyotic nodules) appears inconsistent. Also, it
cannot be ruled out that the same disease might originate from several different
ethiopathogenetic mechanisms. In this context, it is interesting to note that Fedele et al
reported four cases of bladder endometriosis resulting from the extension of
adenomyosis lesions of the anterior uterine wall to the bladder.155 However, although
possible, this extremely particular pathogenetic mechanism cannot explain the large
majority of cases of bladder endometriosis.
SUMMARY
Estimates of the frequency of endometriosis vary widely. Based on the few reliable data,
the prevalence of the condition is around 10%. Although there is no consistent
information on the incidence of the disease, temporal trends suggest an increase among
women of reproductive age. This can be partly explained by changing reproductive
habits. Numerous epidemiological studies have indicated that nulliparous women and
women reporting short and heavy menstrual cycles are at increased risk of developing
endometriosis. Data on other risk factors are less consistent.
The above epidemiological findings strongly support the menstrual reflux
hypothesis. There is also substantial biological evidence existing in women with
endometriosis favouring this theory: (1) reduction in the percentage of menstruated
cells undergoing programmed death; (2) increase in the endometrial expression of the
anti-apoptotic gene Bcl-2; (3) the ability of regurgitated endometrial cells to escape
peritoneal immunosurveillance by means of several antibody- and cell-mediated
mechanisms; (4) deregulation in the endometrial cells E-cadherin system and in the
expression pattern of integrins facilitating adhesion, matrix degradation, and invasion;
(5) endometrial expression of high levels of aromatase and bFGF stimulating mitotic
activity; (6) development of selective resistance of certain target genes to progesterone
action; (7) misregulation of endometrial MMP synthesis and secretion combined with
aberrant amounts of TIMP-1 facilitating cell invasion; and (8) increased peritoneal fluid
levels of VEGF and IL-8, which stimulate neoangiogenesis and vascularization of ectopic
implants. Epidemiological, surgical, and pathological data consistently suggest that
peritoneal, ovarian, and so-called ‘deep’ lesions constitute different expressions of a
single disease with a unique pathogenetic mechanism, i.e. retrograde menstruation.
194 P. Viganò et al
Practice points
† epidemiological studies have consistently indicated that nulliparous women and
those reporting short and heavy menstrual cycles are at increased risk of
endometriosis
† the risk of endometriosis is reduced among current or recent OC users
† peritoneal, ovarian, and ‘deep’ endometriotic lesions constitute different
manifestations of a disease with a single origin, i.e. retrograde menstruation
Research agenda
† the higher incidence of autoimmune affections in women with endometriosis
† the potential resistance to progesterone in women with endometriosis for its
strong clinical implications
† the possibility of employing aromatase inhibitors in the treatment of
endometriosis
† candidate genes for the predisposition to the disease
† the mechanisms underlying the association between endometriosis and non-
Hodgkin’s lymphoma
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