Is retrograde menstruation a universal, recurrent, physiological phenomenon? A systematic review of the evidence in humans and non-human primates

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A systematic review found that the heterogeneity of studies on retrograde menstruation in humans and primates prevents concluding it is a universal and consistent phenomenon.

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This systematic review evaluated evidence from human (15 original studies) and non-human primate/animal studies published between 1980 and 2023 to determine how retrograde menstruation (tubal reflux; peritoneal/pelvic fluid effusion) can be characterized in terms of frequency, amount, and cellular composition, and whether these differ between people with and without endometriosis. Included studies used a range of heterogeneous methods, from macroscopic detection of blood in peritoneal fluid during menstruation to cytology (e.g., Papanicolaou staining, sometimes combined with immunocytochemistry), but because of variability in methods and outcomes, meta-analysis was not possible. Reported frequencies of bloody peritoneal fluid during menses were highly variable (9% to 100%), with mixed findings regarding whether women with endometriosis have more blood or endometrial material; in at least one study, endometrial cells were not identified and no endometriotic lesions were found, and several human studies had notable limitations such as small samples and study design constraints. This paper is centrally about endometriosis — it systematically reviews the evidence for retrograde menstruation as a potential mechanism in endometriosis research.

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Abstract

STUDY QUESTION: What are the quantitative, qualitative, and temporal patterns of retrograde mentruation? SUMMARY ANSWER: The extreme quantitative and qualitative heterogeneity of the available studies prevents the definitive conclusion that retrograde menstruation is a universal and consistent phenomenon during the reproductive period. WHAT IS KNOWN ALREADY: Retrograde menstruation has been defined as a universal, physiological phenomenon that occurs similarly in about 90% of menstruators during the reproductive period. However, uncertainties still exist in terms of the event frequency, total amount, and cellular composition of retrograde menstruation and the differences between individuals with versus those without endometriosis. STUDY DESIGN SIZE DURATION: Two systematic reviews were performed, one for human studies, and one for non-human primate studies. We retrieved studies from the PubMed and Embase databases published between 1 January 1980 and 1 November 2023. Studies published in the English language were included and identified using a combination of MeSH terms. References from relevant publications were systematically screened and further articles were identified using PubMed's 'similar articles' and 'cited by' functions. PARTICIPANTS/MATERIALS SETTING METHODS: Results were reported in accordance with the PRISMA guidelines. Studies that did not report original data or provided a review of the field were excluded. Bias analysis was completed for each included human study by using the Newcastle-Ottawa scoring system. MAIN RESULTS AND THE ROLE OF CHANCE: Fifteen studies were finally included in the human systematic review, mostly with limited sample sizes. The macroscopic visualization of blood in PF during menses was reported with a frequency ranging from 9% to 100%. A prevalence of endometrial cells detected in peritoneal fluid ranging from 8% to 75% was reported in the various studies. Controversial findings were reported in relation to patients with endometriosis. Retrograde menstruation has been evaluated cross-sectionally on single occasions, and no information is available on the course of the phenomenon within an entire cycle and between subsequent cycles. Two studies were included in the non-human primate systematic review; one of them showed that retrograde menstruation was observed more frequently in baboons with naturally occurring endometriosis (83%) than in those with a normal pelvis (51%). LIMITATIONS REASONS FOR CAUTION: In humans, peritoneal fluid has often been collected at different cycle phases and not systematically during menstruation. The indication for laparoscopy was not always clear for all participants. A wide variety of methods were used to detect endometrial cells, including cytological staining, cell block analysis, immunocytochemistry, and various methods of cell culture. WIDER IMPLICATION OF THE FINDINGS: The idea that almost all women experience retrograde menstruation regularly and similarly during their reproductive life is currently unsubstantiated. It is an academic notion accepted uncritically. Development of endometriosis may derive from differences in the frequency or severity of the event. STUDY FUNDING/COMPETING INTERESTS: The review was partially funded by Italian Ministry of Health-Current Research IRCCS. P.Vi. serves as co-editor in Chief of Journal of Endometriosis and Uterine Disorders. E.S. serves as Editor in Chief of Human Reproduction Open and discloses research grants from Ferring, Ibsa, Gedeon Richter, and Theramex, and honoraria from Ibsa and Gedeon Richter. P.Ve. serves as Associate Editor for Human Reproduction Open; is a member of the Editorial Board of the Journal of Obstetrics and Gynaecology Canada, of the Italian Journal of Obstetrics and Gynaecology, and of the International Editorial Board of Acta Obstetricia et Gynecologica Scandinavica; has received royalties from Wolters Kluwer for chapters on endometriosis management in the clinical decision support resource UpToDate; and maintains both a public and private gynecological practice. All other authors declare they have no conflict of interest. REGISTRATION NUMBER: N/A.
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Intro

In 1986, Liu and Hitchcock wrote: ‘Many theories have been advanced both for the presence of endometriosis and for its associated complications […]. The contribution of retrograde menstruation is still uncertain’ ( Liu and Hitchcock, 1986 ). Recently, Allaire et al. stated: ‘Many theories have been suggested to explain the development of endometriosis, but none are definitive. The most accepted theory is that endometrial cells reach the peritoneal cavity through retrograde menstruation’ ( Allaire et al. , 2023 ). At first glance, the uninitiated reader might conclude that these two statements were written at about the same time. But almost 40 years have passed since then. What has happened in between? Why is it that no definitive information seems to have been obtained about the role of retrograde menstruation (RM) in the pathogenesis of endometriosis? Indeed, RM has been defined as a ‘physiological process’ and its ‘physiological mechanisms’ have been described in detail by highly authoritative researchers ( Filby et al. , 2020 ). But is the popular claim that RM occurs similarly in 90% of women ( Filby et al. , 2020 ; Allaire et al. , 2023 ) a proven fact? Indeed, the RM phenomenon would need to be described quantitatively and qualitatively. Can a physiological level of transtubal reflux be defined? Are endometrial cells or fragments systematically present in tubal spillage? What are the proportions of the cellular components of RM? Is the amount of erythrocytes and endometrial cells fairly stable and similar over time in most menstruators? Do data exist demonstrating that RM is a regularly repetitive phenomenon during different reproductive periods? Finally, are the above variables comparable in women with and without endometriosis? Only in the latter case could retrograde menstruation be defined as a physiological process; otherwise, this phenomenon by itself would assume the characteristics of a causative pathogenic factor, and would challenge the common tenet that other causative factors in addition to RM are absolutely necessary to explain the onset and progression of endometriosis. In the words of Bokor et al. (2009) , ‘the lack of knowledge regarding potential differences in the presence and distribution of PF [peritoneal fluid] cell populations during menstruation between women with and without endometriosis is a major obstacle with respect to the validity of the Sampson hypothesis’ ( Bokor et al. , 2009 ). Interest in RM dates back almost a century to the original debate between Sampson and Novak regarding the pathogenic role of transtubally refluxed endometrial cells ( Novak, 1926 , 1936 ; Sampson, 1927 , 1940 ). However, it was not until the 1980s that the topic regained worldwide interest based on the results of formal studies that went beyond anecdotal findings and expert opinion. Therefore, with the aim of trying to partially disentangle the above uncertainties, we deemed it useful to critically evaluate the literature data on RM published since 1980. The main objective of this systematic review was to try to understand whether it is currently possible to define the phenomenon of RM in terms of: (i) the frequency of the event during the menstrual phase of the cycle in the general population; (ii) the total amount of transtubally refluxed menstruation (quantitative assessment); (iii) the cellular composition of transtubally refluxed menstruation and prevalence of endometrial cells, glands, or tissue fragments (qualitative assessment); and (iv) the differences in incidence, quantity, and quality of RM between individuals with and without endometriosis.

Methods

These two systematic reviews have been conducted according to the Preferred Reporting Items for Systematic Review and MetaAnalyses (PRISMA) guidelines. We searched the PubMed or Embase databases between 1 January 1980 and 1 November 2023. According to the perspective of Filby et al. (2020) , we focused here on the product rather than the process of RM. Therefore, potential anatomical or functional determinants of RM were not specifically addressed. The search string for the search in humans was the following: (endometriosis) AND ((retrograde menstruation) OR (tubal reflux) or (peritoneal fluid) OR (pelvic fluid) OR (pelvic effusion)) and the filtering for ‘human’ was applied. The same search string was used for the search in animals and the filtering for ‘animal’ was applied. The search was limited to full-length articles published in English-language peer-reviewed journals between 1 January 1980 and 1 November 2023. Articles in humans were excluded if: (i) the aim was not related to menstruation (e.g. Kulenthran and Jeyalakshmi, 1989 ; van der Weiden RM et al. , 1992 ); (ii) the nature of menstrual effluent samples could not be clarified based on the molecular analysis performed (e.g. van der Linden et al. , 1994 ), or (iii) based on the data provided it was not possible to deduce the rate of RM in women with and without the disease (e.g. Tang et al. , 2022 ). Studies in animals were excluded if they did not report any information about RM ( Davis et al. , 1973 ; D’Hooghe et al. , 2001 ) or if RM was induced and not spontaneous ( D’Hooghe et al. , 1994 , 1995 ). Studies that did not report original data or studies that provided a review of the field only were excluded. Abstracts presented at meetings were not considered. Results from the initial searches were collated, and duplicates were deleted. Literature searches were performed by three researchers (F.C., F.G., and G.D.S.). Differences of opinion in the team were solved by discussion and consensus. References from relevant publications were systematically screened and further articles were identified using PubMed’s ‘similar articles’ and ‘cited by’ functions. The extracted data included but were not limited to title, author, journal, year of publication, population studied, interventions, results, comparisons, and outcomes. Given the heterogeneity of the methods and results found throughout this review, no statistical meta-analysis was possible. The Newcastle–Ottawa scale (NOS) was used to assess the quality of human studies included in this review.

Results

A total of 15 original studies in humans were finally selected for this review: eight published in the 1980s, two in the 1990s, three in the 2000s, one in 2017, and one in 2021. The identification and selection process in humans are shown in Fig. 1A . Five studies were conducted in the USA, three in Belgium, three in the Netherlands, two in Australia, one in Italy, and one in the UK ( Table 1 ). Outcomes measured, relevant findings, and conclusions drawn are summarized in Table 2 . PRISMA flow diagram of the literature search and selection process for humans (A) and animal studies (B). Summary of characteristics and designs of the included human studies. PF, peritoneal fluid. Summary of the outcomes measured, relevant findings, and conclusions drawn from the included human studies. PF, peritoneal fluid; EC, endometrial cells. Five studies reported on the macroscopic visualization of blood in the peritoneal cavity during menstruation in humans ( Blumenkrantz et al. , 1981 ; Reti et al. , 1983 ; Halme et al. , 1984 ; Liu and Hitchcock, 1986 ; Bulletti et al. , 2002 ). The presence of blood in peritoneal fluid (PF) during menses was reported with a frequency ranging from 9% to 100%. Controversial findings derived from the comparison between women with and without endometriosis. Reti et al. (1983) reported that the native PF of 46 women was bloody in 10 out of 15 (67%) women with severe dysmenorrhea or abdominopelvic pain and in 23 out of 31 (74%) asymptomatic women undergoing tubal diathermy. Halme et al. (1984) limited their investigation to the visual categorization of the native PF aspirated during laparoscopy as ‘straw’, ‘pink’, or ‘bloody’. When the PF was obtained during the perimenstrual period, its color was pink or bloody in 9 out of 10 participants with endometriosis, but also in 38 out of 42 (90%) participants without endometriosis. However, the PF was judged pink or bloody in only two of 13 (15%) patients with tubal obstruction. Thus, these findings support the very high frequency of retrograde blood flow and the role of tubal patency in this phenomenon but do not demonstrate a difference in the frequency of bloody PF between individuals with and those without endometriosis ( Halme et al. , 1984 ). Different findings were observed by Liu and Hitchcock (1986) when they performed laparoscopic sterilization during menstruation in predominantly parous women. Retrograde menstruation, defined as heavy coating of the pelvic organs with dark menstrual blood or blood staining of the PF in the pouch of Douglas, was observed in 76% of participants. Early superficial peritoneal endometriosis was detected in 32 (43%) individuals, 31 of whom were in the RM group (31/57, 54% versus 1/18, 6%). Retrograde menstruation was not associated with dysmenorrhea or menorrhagia ( Liu and Hitchcock, 1986 ). Blood in the peritoneum was macroscopically detected in 73% of the individuals with endometriosis but only in 9% of those without the disease by Bulletti et al. (2002) . The presence of blood in the peritoneal effluent based on visual inspection only was also the outcome measure of the study by Blumenkrantz et al. (1981) . The authors reported the presence of blood in the silicone tubes used for intraperitoneal dialysis immediately before and during menstruation in 9 of 11 women younger than 45 years with severe renal failure. While all previous reports have described occasional findings at a single time point, this is the first study demonstrating the serial presence of blood in the abdominal cavity with each repeated menstruation. However, attempts to identify endometrial cells or glands in the peritoneal effluent of three patients were unsuccessful. Moreover, no intra-abdominal endometriotic lesions were observed in six patients who underwent laparotomy. Additionally, the study was retrospective and conducted on a very limited number of women who were mostly amenorrheic due to their medical condition prior to starting dialysis. Finally, because laparotomy was undertaken to remove the kidneys and/or spleen prior to kidney transplantation, the procedure was performed by surgeons with likely limited awareness or interest in pelvic endometriosis; thus, underreporting cannot be excluded ( Blumenkrantz et al. , 1981 ). A cytological analysis using Papanicolau staining of cells isolated from PF samples collected during laparoscopy was performed in six studies ( Koninckx et al. , 1980 ; Reti et al. , 1983 ; Badawy et al. , 1984 ; Bartosik et al. , 1986 ; Bokor et al. , 2009 ; Dorien et al. , 2017 ). In these studies, endometrial cells have been found in the PF of menstruators with a frequency ranging from 8% to 75%. The highest frequency was found when the Papanicolau staining was associated with immunocytochemical assessments ( Dorien et al. , 2017 ). A single study reported a strong difference in the frequency of PF endometrial cells between women with and without endometriosis ( Badawy et al. , 1984 ). Koninckx et al. (1980) observed a 44% frequency of endometrial cells in PF mostly during the follicular phase without differences between affected and non-affected women. However, only four women with endometriosis underwent surgery in the follicular phase, and heavily blood-stained samples were discarded ( Koninckx et al. , 1980 ). Reti et al. (1983) detected endometrial glandular structures in 17% of women undergoing laparoscopy during menses and in 24% of those with blood-stained PF. Importantly, as previously mentioned, the authors’ mere visualization of blood in PF resulted in completely different findings ( Reti et al. , 1983 ). According to Badawy et al. (1984) , endometrial cells, detected as conglomerate groups of columnar epithelial cells, were present in the PF of 14 (31%) individuals in the endometriosis group and in 5 (8%) of the non-endometriosis group ( Badawy et al. , 1984 ). The cycle phase was, however, not reported. Bartosik et al. (1986) collected native PF from the Douglas pouch both before and after uterine irrigation. Patients with tubal obstruction were excluded. Before uterine irrigation, endometrial cells were identified in 6 of 32 (19%) patients with endometriosis and in 1 of 9 (11%) without the disease. The proportions after uterine irrigation were 76% versus 42%, respectively ( Bartosik et al. , 1986 ). Bokor et al. (2009) performed laparoscopy for pelvic pain and/or infertility in 50 patients with minimal to severe endometriosis and 48 subjects with a normal pelvis, and evaluated variations in native PF red blood cells, white blood cells, and endometrial cells throughout the menstrual cycle in the two study groups. In a subset of 32 participants (19 with and 13 without endometriosis), the different cell types were identified using Papanicolau staining and immunocytochemical analysis. Compared to the non-menstrual phase cycle, the analysis of PF collected on menstrual days showed a 13-, 8-, and 10-fold increase in erythrocytes, hemoglobin, and hematocrit, respectively. Cells with an endometrial phenotype were detected in only one out of eight individuals (4/32 = 12.5%), without differences between the different phases of the cycle (menstrual phase, 1/7; follicular phase, 1/5; luteal phase, 2/20). The authors could not confirm that the prevalence and amount of PF endometrial cells are increased in patients with endometriosis compared to controls or generally during menstruation compared to other phases of the cycle ( Bokor et al. , 2009 ). Dorien et al. (2017) retrospectively analyzed previously stored PF samples on patients who underwent laparoscopy during the menstrual phase for pain or infertility. Overall, in cases and controls, the prevalence of PF epithelial (56% versus 75%, respectively) and stromal (67% versus 38%, repectively) endometrial cells on Papanicolau and immunocytochemical staining did not differ ( Dorien et al. , 2017 ). A similar design using hematoxylin and eosin staining for histological analysis of peritoneal tissue fragments was used by Sharpe-Timms (2005) who collected PF during tubal sterilization. Histologic examination of cell blocks identified endometrial glands and stroma in 20% of patients with endometriosis and 9% of controls, with no significant differences between PF samples collected at different cycle phases ( Sharpe-Timms, 2005 ). Three studies used cell culture to identify endometrial cells in PF reporting controversial findings. Different findings were also derived from the comparison between women with and without endometriosis. Willemsen et al. (1985) collected PF before and after tubal irrigation in infertile subjects undergoing laparoscopy in the preovulatory phase. Uterine and tubal epithelial cells could be cultured from the peritoneal cavity obtained after flushing in 77 individuals, but in no case when the native PF was aspirated before flushing, even when endometriosis was present ( Willemsen et al. , 1985 ). The Nijmegen group replicated the previous study published in 1985 ( Willemsen et al. , 1985 ), but this time performed laparoscopy on the 24 infertile participants in the early follicular phase (cycle Days 1–7) instead of the preovulatory phase. After culturing cell pellets obtained from PF prior to tubal flushing, endometrial cell colonies were observed in 19 (79%) cases: 8/12 (67%) in patients with endometriosis and 11/12 (92%) in those without the disease. No significant difference in the number of cell colonies was observed between the two groups ( Kruitwagen et al. , 1991 ). Bulletti et al. (2002) recovered and cultured monolayers of epithelial and stromal components from PF collected during menses. Endometrial cells were isolated from 45% of patients with endometriosis and from none of the control subjects ( Bulletti et al. , 2002 ). To verify the endometrial origin of epithelial cells retrieved from native PF on Days 2–5 of the cycle, van der Linden et al. (1995) evaluated their immunohistochemical characteristics with those of cells from the menstrual effluent and eutopic endometrium. Red blood cells and epithelial cells were identified in all PF samples. No significant differences were observed in the immunohistochemical characteristics of cells from menstrual effluent, eutopic endometrium, and PF from individuals with and without endometriosis. However, only 9/16 PF cell samples (endometriosis, n   =   5; no endometriosis, n   =   4) stained positive for BW495/36, an antibody that discriminates between endometrial epithelium and pelvic mesothelium ( van der Linden et al. , 1995 ). Finally, Masuda et al. (2021) investigated for the first time the presence of endometrial mesenchymal stem cells and epithelial progenitors in menstrual blood and PF on cycle Days 2 or 3 and in the non-menstrual phase. By clonogenic assay and flow cytometry, endometrial mesenchymal stem cells were reported during menstruation in 77% of the participants with endometriosis and in 44% of those without. The corresponding figures for epithelial progenitor cells were 60% and 25%, respectively. More clonogenic cells were found in women with endometriosis than in those without the condition also when PF was collected in the non-menstrual phase ( Masuda et al. , 2021 ). The trends appear suggestive, although not significant, and would support both the Sampson's and stem cell hypotheses of endometriosis causation. Retrograde menstruation in animals was described only in primates ( D’Hooghe et al. , 1991 , 1996a ). A total of two original studies published in the 1990s were included in this review ( Fig. 1B ). The studies were conducted in Kenya by a Belgian group ( D’Hooghe et al. , 1991 , 1996b ). In 1991, D’Hooghe et al., evaluating spontaneous endometriosis in 52 baboons, reported the presence of retrograde menstruation in 33% of animals that underwent laparoscopy during menses ( D’Hooghe et al. , 1991 ). However, the aspect or composition of the retrograde menstruation was not described. A few years later, the same authors demonstrated that PF was 10 times more frequently blood-stained during menses (62%) than during non-menstrual phases (6%). Retrograde menstruation was observed more frequently in animals with naturally occurring endometriosis (83%) than in animals with a normal pelvis (51%) ( D’Hooghe et al. , 1996b ). Although studies on baboons strongly suggest that baboons can develop some degrees of endometriosis if they are regularly exposed to retrograde menstruation, the characteristics of this phenomenon have not been described extensively in terms of prevalence, composition, and amount ( Cornillie et al. , 1992 ; D’Hooghe et al. , 1996b ). A formal methodological quality assessment for human studies was completed using the NOS. Five studies did not describe the appropriate method of PF assessment. Two of the studies collected menstrual samples at different cycle phases. A breakdown of the NOS scoring is presented in Supplementary Table S1 . Given the limited number of studies considered in animals, the NOS was not performed for them.

Discussion

The extreme quantitative and qualitative heterogeneity of the studies considered in this review make it difficult to draw definitive conclusions. Retrograde bleeding is not synonymous with RM, as menstruation implies the presence of endometrial cells and glands in addition to blood ( Fig. 2 ). In fact, the earlier studies in particular relied mainly or entirely on the color of the PF, which presumably grossly reflects the concentration of erythrocytes, as a proxy for RM. Furthermore, the presence of endometriosis could theoretically have acted as a confounding factor, since a higher frequency of endometrial cells in the PF of patients with the disease could be the result not only of an increase in RM but also of shedding from established endometriotic lesions ( Kruitwagen, 1993 ; Sharpe-Timms, 2005 ). However, endometrial cells have sometimes been found with the same frequency in the PF of menstruators with and without endometriosis (e.g. Koninckx et al. , 1980 ). In any case, the question of the cellular source causing the original ectopic endometrial implantation would remain. On the other hand, paradoxically, the very individuals with the most extensive inflammation-induced mesothelial damage, i.e. those with the highest likelihood of endometrial cell adhesion to the extracellular matrix and the highest risk of endometriosis onset and progression, may have been those with a reduced number of free-floating cells in the PF pool, thus potentially nullifying or even reversing an initially positive relationship between the number of endometrial cells or fragments detected in the PF and the presence of pelvic endometriosis. Photomicrograph showing a gland-like cluster of endometrial cells with lysed erythrocytes in the background . Peritoneal fluid was collected from the posterior cul-de-sac during a laparoscopy performed in the immediate postmenstrual phase (×100; Papanicolaou stain). For each study participant, laparoscopy allowed assessment of the RM phenomenon on a single occasion and during a specific cycle phase. Therefore, no data are available to describe the course of RM within an entire cycle and between subsequent cycles. Populations with very different risks of endometriosis, such as infertile or parous subjects undergoing tubal ligation, were selected. The indication for laparoscopy was not always clear for all the participants. Individuals under hormonal treatments were not always excluded, and the use of such medications was not systematically reported. Sometimes cases with endometriosis were categorized as yes versus no without stratification of PF findings based on different disease stages. Occasionally, the proportion of patients with endometriosis was not reported. The description of the pelvic findings in controls was sometimes inadequate, and tubal patency was not always confirmed in all subjects. Samples of PF were often collected at different phases of the cycle and not systematically during menses. This may have influenced the results, especially if refluxed endometrial cells adhere to pelvic structures within a few hours or days and thus are not reliably quantifiable after the menstrual phase. Many studies classified the presence of endometrial cells as yes or no without attempting to quantify cell components. In some studies, PF was collected after tubal flushing or intrauterine maneuvers performed immediately before or a few days prior to laparoscopy. Importantly, completely different modalities of endometrial cell detection were used, including cytological staining, cell block analysis, immunocytochemistry, cell culture alone versus cell culture with colony counting, different methods of cell culture or preparation of a cell monolayer, sometimes without definitive demonstration of the endometrial origin of the cells observed in culture. Indeed, according to Bokor et al. (2009) , ‘it is very difficult to identify with 100% certainty specific PF cell types by specific immunocytological markers, since endometrial epithelial, endometrial stromal, mesothelial cells, and macrophages all stain positively for more than one marker’ ( Bokor et al. , 2009 ). Regarding biometric considerations, most studies had limited or very limited sample sizes. Therefore, inferences were sometimes drawn based on the lack of statistical significance of the adopted tests, when the absence of differences could have been due to type II errors. In fact, a preplanned power calculation was almost never described. The most striking finding that casts a shadow of doubt over the body of evidence on RM is the extreme inconsistency of prevalence estimates of PF endometrial cells detected by cytology, immunocytochemistry, or cell culture among different studies. Finally, the between-study heterogeneity described above prevented a quantitative synthesis of the results, which theoretically could have somewhat overcome the problem of the limited sample size of most of the studies. Most researchers believe that endometriosis originates from the endometrium via RM. In this vein, several investigators have recently begun to bring under the spotlight the impressive increase, over the past two centuries, in the number of ovulatory menstruations that occur in the period between the progressively anticipated menarche and the delayed first full-term pregnancy ( Jarrell et al. , 2016 ; Jarrell, 2018 ; Fathalla, 2019 ; Scioscia et al. , 2019 ; Yovich et al. , 2020 ; Pei et al. , 2022 ; Guo, 2023 ; Mumusoglu and Hsueh, 2023 ; Vercellini et al. , 2023 ). Thus, it is probably time to focus also on this macroscopic epidemiologic change, in addition to scrutinizing the numerous potential molecular and cellular pathogenic mechanisms that have been proposed in recent decades but have not yet led to a convincing and consistent clarification of the actual cause(s) of endometriosis. However, even among the proponents of this evolutionary view, almost all experts believe that RM is only the ‘ primum movens ’ in the sequence of events leading to endometriosis, but that other causative factors would be necessary for full-blown disease forms to manifest. In other words, RM would merely transport endometrial cells or fragments into the pelvis, thus providing the biological substrate upon which the true causative factor(s) would act, activating those biomolecular and immunological processes that would allow dislocated endometrial cells or fragments, otherwise destined for necrosis and resorption, not only to adhere to the extracellular matrix, but also to escape macrophage digestion ( Kuan et al. , 2021 ), induce angiogenesis, avoid or delay apoptosis and trigger inflammation and fibrosis ( Parazzini et al. , 2017 ; Lagana et al. , 2019 ). This belief is based on the hypothesis that RM is a universal, physiological phenomenon that occurs similarly in almost all menstruators during the reproductive period, and on the postulate that if RM were the sole etiology of endometriosis, then all menstruators would develop endometriosis. Deductively, additional causative factors, ‘that are not biologically related to RM per se , but acting on refluxed endometrial cells/fragments’, are indispensable for the development of the disease ( Parazzini et al. , 2017 ; Lagana et al. , 2019 ). Only exposure to these factors would explain why only about 1 in 20 women with regular RM develops overt endometriosis ( Ghiasi et al. , 2020 ; Parazzini et al. , 2020 ; Sarria-Santamera et al. , 2020 ). Within this multifactorial, multistage, stepwise deductive construct, the concept, very schematically synthesized, that between the two components of RM, the true pelvic aggressor is the endometrial cell, independent of the erythrocytes, holds a crucial position, because only those aberrant endometrial cells that are either inherently more aggressive in terms of adhesion, angiogenesis, infiltration, and mitotic potential, or that are secondarily rendered so by additional causative factors, would be able to implant and thrive at ectopic sites ( Ulukus et al. , 2006 ). This long-standing view also includes the so-called ‘endometrial determinism’ hypothesis ( Viganò et al. , 2023 ). However, according to a recent comprehensive critical assessment of the available experimental evidence, endometrial abnormalities found in individuals with endometriosis appear to be a consequence, rather than a cause, of endometriosis and may well be induced secondarily by the disease itself ( Guo et al. , 2023 ). Indirect proof supporting the theory of endometrial determinism is the occurrence of ‘natural autotransplant experiments’ in individuals without classic endometriotic lesions, that is, in individuals without a predisposition for eutopic endometrium to implant in the pelvis ( Marras et al. , 2019 ). One such example is the frequently observed growth of endometriotic nodules within the abdominal wall after a previous cesarean delivery that implied the dissemination of decidual fragments between the rectus muscles and the fascia or in the subcutaneous fat layer ( Horton et al. , 2008 ). The same is true for most cases of post-cesarean bladder endometriosis ( Vercellini et al. , 2002 ). However, the available inconsistent data do not allow a definitive conclusion that RM is a universal phenomenon occurring similarly in almost all menstruators, and a simpler reductionist pathogenic model should be rejected first. The basic concept here would be that RM may not occur with similar quantitative, qualitative, and temporal patterns in almost all menstruators, and that differences in these characteristics may per se determine the degree of risk of adhesion, survival, and proliferation endometrial cells/fragments at ectopic sites, and thus promotion of full-blown disease forms ( Nap et al. , 2003 ; Vercellini et al. , 2024a , b ). Indeed, the amount of hemoperitoneum observed in patients with acute pelvic pain was found to be associated with the likelihood of subsequent development of infiltrating fibrotic endometriotic lesions ( Bean et al. , 2019 ). Within this alternative reductionist model, features of pelvic iron metabolism that facilitate adhesion and progression toward infiltration and fibrosis should be considered critical ( Nap et al. , 2003 ). The concept that pelvic hemoglobin overload may lead to multiple cytotoxic effects due to the pro-oxidant and pro-inflammatory potential of heme, its non-protein moiety with ferrous iron core, was originally developed by the group of Jacques Donnez and subsequently confirmed by several independent researchers and systematic literature reviews ( Van Langendonckt et al. , 2002a , b ; Defrère et al. , 2008 ; Bokor et al. , 2009 ; Lousse et al. , 2009 , 2012 ; Pirdel and Pirdel, 2014 ; Donnez et al. , 2016 ; Ng et al. , 2020 ; Ansariniya et al. , 2022 ; Wyatt et al. , 2023 ). Moreover, heme can induce local progesterone resistance ( Ma et al. , 2023 ). When the amount of refluxed erythrocytes exceeds the phagocytic and clearance capacity of PF macrophages, firstly, ferrous iron-induced reactive oxygen species are generated and the delicate mesothelial cell layer may be damaged, with exposure of the extracellular matrix. This would pave the way for adhesion of displaced, viable endometrial cells or fragments, that would not otherwise occur ( Koks et al. , 2000 ; Dunselman et al. , 2001 ). The greater the number of erythrocytes, the greater the likelihood of loss of mesothelial integrity, adhesion of normal endometrial cells, and risk of endometriosis initiation . Secondly, repeated RM regularly for long periods of time uninterrupted by multiple pregnancies and prolonged exclusive breastfeeding (i.e. the evolutionary factor), would accelerate disease promotion , based on the local metabolic and endocrine activities of ectopic endometrial implants ( Bulun et al. , 2019 ). Thirdly, prolonged exposure to excessive ferrous iron and interactions with ferroptosis pathways would exacerbate inflammation, induce fibrosis, and facilitate survival and infiltration of ectopic endometrial cells, thereby fostering disease progression ( Ng et al. , 2020 ; Li et al. , 2021 , 2022 , 2023 ; Zhang et al. , 2022 ; Huang et al. , 2023 ; Kobayashi et al. , 2023 ; Liu et al. , 2023 ; Wyatt et al. , 2023 ). In this reductionist model, the real pelvic aggressor would be the red blood cell, rather than the endometrial cell, and external biological determinants (e.g. genetic predisposition, epigenetic modulation, somatic mutations, exposure to endocrine-disrupting chemicals or to infectious agents, and nutrition) would not be indispensable. They could still play a role ( Parazzini et al. , 2017 ; Shafrir et al. , 2018 ; Lagana et al. , 2019 ), but probably as optional aggravating variables rather than primary causative factors. For example, modifiable factors such as smoking, diet, exercise, stress, weight fluctuations and exposure to endocrine-disrupting chemicals, and non-modifiable factors such as age, ethnicity, individual genetic background, and hyper-oestrogenic and/or hypo-oestrogenic intrauterine exposure, may indirectly affect the risk of endometriosis by influencing age at menarche and the menstrual pattern during the following years, and thus the overall RM amount during the early reproductive period ( Kuan et al. , 2021 ; Liang et al. , 2023 ; Vercellini et al. , 2023 ). Moreover, the occurrence of somatic KRAS mutation in basal cells of eutopic endometrial glands ( Inoue et al. , 2019 ; Bulun, 2022 ; Praetorius et al. , 2022 ; Bulun et al. , 2023 ) may modulate the ferroptosis pathway, with modalities to be further elucidated ( Bartolacci et al. , 2022 ; Müller et al. , 2023 ), hypothetically explaining the greater anatomic disease severity observed in patients with KRAS mutations in endometriotic lesions ( Orr et al. , 2023 ). Based on the results of the present review, one might wonder whether an acritically accepted academic notion was born after the publication of the seminal papers by Blumenkrantz et al. (1981) and Halme et al. (1984 ; a total of 841 citations according to Scopus; accessed on 21 November 2023) ( Blumenkrantz et al. , 1981 ; Halme et al. , 1984 ). The repetition of a statement increases the perception of its factuality ( Hasher et al. , 1977 ). The ‘illusory truth effect’ or ‘reiteration effect’ has also been attributed to the increased credibility of information that appears familiar ( Begg et al. , 1992 ). The extreme variability in the reported percentages of PF samples positive for endometrial cells or fragments should in itself raise fundamental doubts about where the truth lies. Furthermore, as with estimates for endometriosis prevalence rates, we mostly have information on specific subgroups of individuals, such as patients with infertility or pelvic pain, which may not be representative of the general population. Thus, two pathogenic models can be contrasted. On the one hand, a multifactorial, multistage, stepwise model in which the pelvic aggressor is the endometrial cell independent of the total amount of RM. Only those women with particularly ‘aggressive’ endometrium capable of infiltrating the extracellular matrix without the need for prior damage to the mesothelium would develop endometriosis. On the other hand, according to the reductionist model, the pelvic aggressor is the erythrocytes, which would allow oxidative breakdown of the mesothelium as a precondition for the adhesion and implantation of normal endometrial cells. In this model, only those individuals with the largest amounts of refluxed blood would develop endometriosis, regardless of the presence of aberrations in refluxed endometrial cells. In their excellent critical analysis of the evidence, D’Hooghe and Debrock (2002) concluded, ‘It is not proven that retrograde menstruation is a universal phenomenon occurring similarly in women with and without endometriosis’. Thus, it cannot be excluded that the overall iron-related pelvic oxidative stress ( Bulletti et al. , 2002 ; Van Langendonckt et al. , 2002a , b ; Defrère et al. , 2008 ; Bokor et al. , 2009 ; Lousse et al. , 2009 , 2012 ; Pirdel and Pirdel, 2014 ; Donnez et al. , 2016 ; Bulun et al. , 2019 ; Ng et al. , 2020 ; Ansariniya et al. , 2022 ; Wyatt et al. , 2023 ), is sufficient in itself to explain the development of endometriosis. In addition, the reductionist model accounts for the impressive increase in the number of ovulatory menses observed in the post-industrial era, which, according to several investigators, should not be considered physiological ( Jarrell et al. , 2016 ; Jarrell, 2018 ; Fathalla, 2019 ; Scioscia et al. , 2019 ; Yovich et al. , 2020 ; Pei et al. , 2022 ; Guo, 2023 ; Mumusoglu and Hsueh, 2023 ; Vercellini et al. , 2023 ). In conclusion, due to several methodological limitations of the scarce available evidence, none of the issues that prompted the present review can be reliably disentangled, and we can neither accept nor reject the original Sampson model of RM as a necessary and sufficient cause for the development of endometriosis. After a critical evaluation of the published data, one single fact seems to stand out: the claim that almost all women experience regular and similar RM during the reproductive period may be hypothetically true, but is currently unsubstantiated.

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