Methods
The Women’s Health Initiative (WHI) baseline cohort includes
161,808 post-menopausal women aged 50-79 years who were enrolled in 40 clinical
centers throughout the US; details have been published previously.( 22 ) Women were enrolled between 1993 and
1998 into either an Observational Study (OS) cohort (93,676 women) or a Clinical
Trial (CT) cohort (68,132 women). Women who self-reported rheumatoid arthritis,
systemic lupus erythematous, or ulcerative colitis were excluded from the study
due to possible overlap of symptoms, which may result in inaccurate self-report
of OA. Of the 161,808 women enrolled in the WHI, 151,767 remained after
exclusion for these conditions. We did not exclude women who underwent joint
replacement as this population likely included women with OA. The final cohort
included 147,975 women who were not missing information on parity or type of
arthritis, and the parous cohort consisted of 130,331 women ( Figure 1 ).
Osteoarthritis prevalence was self-reported on Form 30 of the WHI at
baseline. Participants were asked “Did your doctor ever say that you have
arthritis?” with the choices as “Yes” or
“No.” For participants selecting “Yes,” they were
then asked “What kind of arthritis do you have?” with possible
responses of “rheumatoid arthritis,” “others/don’t
know,” and “missing.” Women who answered no to the first
question were classified as not having osteoarthritis. Women were classified as
having osteoarthritis if they answered yes to the first question and
“Others/don’t know” to the second question. This method has
been previously used in a WHI study on osteoarthritis, ethnicity, and BMI.( 23 )
Parity was assessed based on women’s response to the questions
“Have you ever been pregnant?” and “How many live births
did you have?”. Women who answered that they had never been pregnant or
that they had no live births were classified as nulliparous. Women who reported
at least one live birth were classified as parous. Age at menarche was
self-reported through questionnaires. For women with no oophorectomy, age at
menopause was self-reported, defined by the age at which a woman last had any
menstrual bleeding or began using menopausal HT. For hysterectomy without
bilateral oophorectomy, the age at menopause was self-reported based on the age
at which a woman either began using HT or first had vasomotor symptoms. For
women who had a hysterectomy without bilateral oophorectomy at age 50 years or
older but no use of HT or symptoms, the age at menopause was defined as the age
at hysterectomy. If the algorithm defined an age at menopause as older than 60
years, it was recorded as 60 years.( 24 )
Breastfeeding period was self-reported based on question “Thinking about
all the children you breastfed, how many months total did you
breastfeed?”
We employed logistic regression to estimate the univariate association
between osteoarthritis and reproductive factors that may influence estrogen
exposure over a lifetime. The associations of the above reproductive factors
were further explored in a single multivariable model while adjusting for
potential confounders. We investigated multicollinearity between the predictors
prior to fitting the multivariable models. Of note, we were only able to study
associations rather than causality as this was a cohort study, and there was not
an a priori experiment set up to investigate this relationship.
We adjusted for potential confounders that may affect the relationship between
osteoarthritis and reproductive factors based on literature. Confounders
included the following( 25 ): parity,
baseline HT use and duration in years, OCP use and duration in years (oral
contraceptive pills which may be combined estrogen + progestin, estrogen only,
or progestin-only), age at WHI baseline, ethnicity (American Indian, black,
Hispanic, other, Pacific Islander, white), income ($100,000), insurance status (yes/no), current health
care provider (yes, no), smoking (never, past, current), alcohol use (never,
past, current), body mass index (BMI defined as kg/m 2 ), history of
diabetes mellitus (yes, no), physical activity, and enrollment into OS versus
CT. Physical activity was assessed through baseline questionnaires about
intensity and duration of exercise, which was then converted into a measure of
metabolic equivalent (MET)-min/week (=1200). Among parous women, we then analyzed odds ratios of
osteoarthritis in relation to age at first birth, age at first pregnancy, number
of pregnancies, number of live births, and breastfeeding duration in a
multivariable model adjusted for the potential confounders listed above. All
confounders were ascertained from baseline questionnaires, which were given at
enrollment between 1993 and 1998.
Due to missing self-reported information of some potential confounders
at baseline in the WHI cohort, we used multiple imputation to allow us to
include all women in the models. The number of women missing each variable is
displayed in Table 1 . For multiple
imputation, we used the R package Multivariate Imputation by Chained Equations
(MICE)( 26 ), which imputes each
missing value with a simulated plausible value until all missing values are
imputed. We created 5 imputed datasets, ran our models on each dataset, and then
pooled the estimates from the imputed datasets. Additional details on the
missing data and multiple imputation approach are included in Supplement 1 . We expect there to be
differences from a multiple imputation-based approach and a complete-case
approach, as validity for the latter relies on an assumption that the data are
missing completely at random, an unrealistic assumption for most studies in
medicine. The validity for the former (our approach) relies on an assumption
that the data are missing at random, a more practical and flexible assumption
that missingness is related to observed variables only. Analyses were conducted
in R version 3.2.3. All statistical tests were two-sided and performed at the
alpha = 0.05 level. P-values were not adjusted for multiple comparisons given
single outcome and should be interpreted accordingly.
Results
The baseline characteristics in our cohort are displayed in Table 1A , stratified by parity status. In our cohort,
there were 130,331 (88.1%) parous women and 17,644 (11.9%) nulliparous women. Most
characteristics were statistically significantly different between the two groups
due to large sample size, though many values were similar. The mean age in the
parous cohort was 63.2 years versus 62.6 years in the nulliparous cohort. Both
cohorts were primarily Caucasian. Reproductive characteristics for the parous cohort
are displayed in Table 1B .
In the entire cohort, 64,868 (43.8%) women reported osteoarthritis. Table 2 displays the odds ratios of self-report
of OA in relation to reproductive factors for the entire cohort. No significant
clinical associations were found between measures of reproductive history and
osteoarthritis due to small effect size. Younger age at menarche was associated with
statistically increased (but clinically insignificant) likelihood of OA (aOR 0.992,
95% CI 0.984-0.999 for age 12; aOR 0.996, 95% CI 0.988-1.003 for age 13; and aOR
0.998, 95% CI 0.990-1.007 for age >13 compared to age <12; global
p<0.001) in our adjusted analysis, while age at menopause was not associated
with OA (aOR 1.000 per year, 95% CI 0.997-1.002, p=0.851). History of parity was
associated with OA, aOR 1.017 (95% CI 1.009-1.026, p<0.001 compared to
non-parous). OA had clinically insignificant associations with both OCP use (aOR
1.008 95% CI 1.001-1.016, p<0.01 compared to never users), and current use of
HT [reference current users, 0.951 (95% CI 0.943-0.959) for never and aOR 0.981 (95%
CI 0.972-0.989) for past users, global p<0.001]. Odds of OA did not show a
clinically significant association with duration of OCPs (aOR 0.998 per year, 95% CI
0.997-0.999 p<0.001) or HT (aOR 1.001 per year, 95% CI 1.000-1.002 p=0.012).
Women who had a history of hysterectomy had self-report OA aOR 1.013 (95% CI
1.004-1.022) compared to no hysterectomy. In addition, women with unilateral
oophorectomy had risk of OA aOR 1.015 (95% CI 1.004-1.026, p<0.01) compared
to no oophorectomy; however, women with history of bilateral oophorectomy were found
to have decreased OA risk (aOR 0.987, 95% CI 0.978-0.995, p = 0.007 compared to
oophorectomy). Again, it is important to note all associations were clinically
insignificant.
We also separately investigated the relationship between osteoarthritis and
additional reproductive factors among parous women in Table 3 . Age at first birth and pregnancy were not
associated with OA. The number of pregnancies and live births in relation was
associated with OA (global p<0.001 for both); however, no clear pattern was
observed with the number of pregnancies or births in relation to OA. Similarly, no
clear pattern was observed with breastfeeding duration and OA.
Discussion
The relationship between hormonal factors and OA is complex. Reproductive
factors are known to affect estradiol levels, and some prior studies have reported
that decreased estradiol levels are associated with increased risk of knee OA.( 27 , 28 )
Estradiol has been demonstrated to promote the health of skeletal muscle through
multiple pathways, including transforming growth factor-β and insulin-like
growth factor-1 and 2.( 8 – 10 ) OA is more common in women than men and its
incidence also rises sharply starting around the time of menopause, which also
suggests possible contribution of hormonal factors in its pathogenesis.( 5 , 6 )
However, despite these studies, the mechanisms underlying the relationship between
estrogen (and other hormones) with OA remain heterogeneous and unclear and further
understanding of clinical associations is warranted. Other reproductive factors such
as parity and pregnancy may also affect OA development due to weight gain, joint
loading, and local and systemic inflammation.( 12 – 14 )
Previous studies on the relationship between OA and reproductive factors
have reported conflicting findings, likely due to heterogeneity in sample size,
methodology, populations and demographics, and different methods of assessing OA
(including self report, radiograph assessment, and proxies such as joint
replacement). Multiple studies have reported the relationship of OA with parity and
age of menarche/menopause. A study of 4.6 million Danish patients revealed that
parity was positively associated with OA hospitalizations, the risk of OA
hospitalization (particularly for knee) increased with number of children, and all
subtypes of OA hospitalization were positively associated with time after the most
recent childbirth.( 15 ) The Million Women
Study prospectively analyzed the association between reproductive factors and the
risk of primary hip and knee replacement for OA among 1.3 million women in England
and Scotland (1996-2001). Younger age at menarche (<12) was associated with
greater risk of hip and knee replacement for OA (OR1.09-1.15 depending on age
category), while menopausal status and the age of menopause were not significantly
associated with hip or knee replacement for OA.( 16 ) In another study, increasing age of menarche was associated with
reduced risk of total knee replacement due to primary OA.( 29 ) A separate study also reported that younger age at
menarche was associated with risk of radiographic hand OA.( 30 ) However, another study found that with regard to
radiographic OA, parous women had higher odds of both joint space narrowing and
osteophytes compared to nulliparous women, though neither reached statistical
significance.( 17 ) Several other studies
have reported no significant association between the age of menarche or menopause
and the risk of hip OA.( 18 , 19 )
Though the existing literature is conflicting as noted above, our analysis
is consistent with prior large-scale studies in finding that younger age at menarche
and history of parity are associated with statistically increased risk of OA,( 15 , 16 ,
31 , 32 ) though not all studies have reported these relationships.( 18 , 21 ,
33 ) However, our findings were not
clinically significant as compared to other studies that found effect sizes ranging
from 5-20% as previously cited in this paragraph. Age at menarche and parity both
affect lifetime exposure to estrogen; in addition, pregnancy and childbirth can also
cause physiologic changes such as increased weight on joints which may impact OA
risk. However, in our study no clear trend existed for the number of pregnancies or
live births in relation to OA. We also found that a number of factors were not
associated with self-reported OA in the WHI, including age at menopause, first
birth, and first pregnancy; the literature findings on these associations have been
inconsistent as above. Additionally, a systematic review of 16 studies found that
there was no association between female hormonal aspects and OA of the hand, hip,
and knee.( 20 ) In our study, we did not find
any clinically significant association with most other studies with odds ratios very
close to 1. The definition of clinical significance varies depending on the field
and variables of interest, but is typically closer to the range of an effect size of
at least 5-10%, which is larger than the findings in our study. Other articles cited
on this subject (see studies cited in Discussion ) have typically reported effect sizes of greater than 5%.
This may be due to our large sample size as well as our ability to control for a
comprehensive set of confounders and reproductive factors, including hysterectomy
and oophorectomy status.
The literature on hysterectomy and oophorectomy in relation to OA is very
limited and our study is one of the first to study this association, finding a
statistically but not clinically significant increased effect. Hysterectomy may
affect OA due to complex hormonal effects; studies have shown that hysterectomy
itself, even with ovarian conservation, may affect hormonal function and lead to
earlier menopause and ovarian failure.( 34 )
Limited studies have been mixed on the relationship between oophorectomy,
hysterectomy, and OA ( 33 , 35 , 36 ); however,
it is unclear if oophorectomy and HT were included as confounders in all studies.
These complex hormonal relationships of hysterectomy and oophorectomy in relation to
OA warrant further investigation.
Our study also found that use of OCPs and current use of HT were both found
to be associated with increased OA self-report in WHI, though findings were not
clinically significant. The literature on HT and OA is conflicting. The Million
Women Study of 1.3 million patients also reported that current use of postmenopausal
HT was associated with significant increase in hip and knee replacement incidence,
while OCPs were not associated with OA; mechanisms of these findings were
unclear.( 16 ) A cross-sectional study of
489 women also found that parity (but not HT or OC use) was independently associated
with greater patellar cartilage defects (OR 2.87).( 17 ) However, several studies have not found significant associations or
even reductions of OA in relation to HT or OC use.( 37 ).( 36 ) ( 38 ) The Women’s Health Initiative has previously
reported that women receiving estrogen-only therapy had significantly lower rates of
any arthroplasty (as a proxy for severe OA), though associations were not
significant for either hip or knee arthroplasty when examined separately. No
association was found for estrogen-plus-progestin replacement and arthroplasty,
suggesting a possible effect of unopposed estrogen in relation to bone health.( 39 ) This is in contrast to our findings of HT
being associated with increased self-report of OA. This may be due to the fact that
we studied any self-report of OA (as compared to OA that was clinically significant
enough to result in arthroplasty). In addition, HT use may signify lower levels of
estrogen due to hypoestrogenism symptoms and lower estradiol levels at baseline,
which may reflect differences in the underlying populations rather than the effect
of HT itself (as the timeline of when the OA developed in relation to the hormone
use is unknown in our cohort). Overall, the relationship between HT and OA is very
conflicting in literature and warrants further study, including on durations and
types of HT.
In regards to breastfeeding, we found no clinically significant associations
with odds ratios close to 1. Lactation is a low estrogen state, and the limited
evidence is mixed on breastfeeding and osteoarthritis. A cross-sectional study of
348 women reported that ever breastfeeding was found to be associated with a 63%
decrease in clinically verified carpometacarpal joints (CMC) OA. However, this
association was not found to be consistent across sites or severity measures and may
reflect false positive association.( 21 ) This
is in contrast to an NHANES study which found that women who breastfed for one month
or longer had a statistically significant 21% increased self-reported OA risk.( 40 ) Overall the literature on the effect of
reproductive events on OA is inconsistent and of unclear clinical significance.
The strengths of our study include the large sample size and richness of the
dataset for reproductive variables of interest. Additionally, we were able to adjust
for not only reproductive factors, but also known confounders of OA including BMI,
diabetes, as well as proxies of access of health care. We also examined OA directly
rather than proxies of OA such as hospitalization or joint replacement. We were also
able to include information on hysterectomy status and oophorectomy status, which
has rarely been studied in literature. Overall, very few studies have included such
a comprehensive set of reproductive and non-reproductive confounders in relation to
OA in the same cohort.
A major limitation of our study was that OA was self-reported, which is
subject to recall bias and inaccuracy. A prior WHI study reported that validation of
self-reported data collection for OA has not been widely investigated, and another
study found that a rheumatologist could confirm 81% of self-reported OA cases.( 23 , 41 )
We attempted to adjust for this by excluding other conditions which may be confused
with OA, including rheumatoid arthritis, SLE, and Crohn’s Disease. The
literature definitions of OA vary widely and range from self-report to radiographic
verification to joint replacement; compared to our study, objective measures such as
radiographic OA or joint replacement may be more valid and objective, though may not
capture less severe OA cases or cases that were not radiographically verified. It is
important to note that our findings can only be interpreted for self-report of any
OA. In addition, our cohort was mostly Caucasian, limiting the generalizability of
the analysis. Another limitation was that the study was a retrospective
cross-sectional format and therefore we do not have information on the timing of OA
development in relation to different reproductive factors, which makes interpreting
associations more difficult. For reproductive factors occurring late in life (e.g.
age at menopause), it is possible that OA developed prior to menopause and we cannot
be certain of the temporal relationship between the exposure and the outcome.
However, the incidence of OA dramatically increases with age, so we would expect
most diagnoses to have occurred when women were older. Another limitation is that we
only had report of overall OA and not site-specific OA or information about OA
severity; it is important to note that OA risk factors likely differ by site. The
findings may be diluted as a result.
In conclusion, in the large, multi-ethnic Women’s Health Initiative,
we did not find reproductive factors to be clinically significant in relation to
self-report of OA. The existing literature on reproductive factors in relation to OA
is conflicting and heterogeneous; our study adds to the body of literature
suggesting that reproductive factors are likely not to have large clinical
significance on the development of OA after adjustment for comprehensive risk
factors. Given the large economic and medical burden of OA in older women, this
subject warrants additional investigation in large prospective cohorts with control
for all relevant reproductive and hormonal factors. In particular, the relationships
between hysterectomy, oophorectomy, and HT in relation to OA have been rarely
studied in literature. Additionally, other areas for future study include
reproductive history in relation to biological mechanisms of OA, specific OA
subtypes, degrees of clinical severity of OA, ethnic differences in OA, and timing
of OA development.
Introduction
Osteoarthritis (OA) is the most prevalent form of musculoskeletal disease and
is a major cause of impairment in an elderly population, with over 10% of the
world’s population over age 60 years reporting clinical problems associated
with OA( 1 , 2 ) including severe pain and disability.( 3 , 4 ) The prevalence of OA among
women is greater than men, with rates of 14.9% versus 7.9% (ages 60-69), and 16.5
versus 10.2 % (ages 70-79).( 5 , 6 ) Sex hormones, particularly estrogen, are hypothesized
to play an important role in the pathophysiology of OA in women( 7 ) through multiple pathways.( 8 – 11 )
Additionally, other reproductive factors such as parity and pregnancy may affect
risk for OA development due to factors such as weight gain, joint loading, and local
and systemic inflammation.( 12 – 14 )
The relationship between reproductive factors and OA is complex and prior
studies have reported conflicting findings, which may be due to heterogeneity in
sample size, methodology, populations, and demographics. Two large scale studies
reported that parity and younger age at menarche were both positively associated
with either OA or proxies of OA.( 15 ).( 16 ) However, other studies have reported a
non-significant relationship between parity and radiographic OA( 17 ), as well as the age of menarche and menopause and the
risk of hip OA.( 18 , 19 ) Additionally, a review of 16 studies found that there
was no association between female hormonal aspects and OA of the hand, hip, and
knee.( 20 ) The literature on breastfeeding
and OA is limited, but one study suggested that breastfeeding may be protective for
carpometacarpal joint (CMC) OA.( 21 )
The existing literature is conflicting, and most studies have included only a
subset of relevant reproductive factors. We aimed to study associations of
reproductive factors with self-reported OA using the large, multi-ethnic
Women’s Health Initiative (WHI) in a retrospective cross-sectional format,
using the WHI’s rich dataset on reproductive history and exogenous estrogen
use.
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