Factors Influencing the Development of Osteoarthritis: Evolution and Contemporary Scientific Perspectives (Literature Review)
Keywords:
osteoarthritis, risk factors, sex and age, hormonal imbalanceAbstract
This article provides a comprehensive overview of the historical origins and current medical perspectives on the risk factors (RFs) contributing to the development of osteoarthritis (OA). OA, which has a polymorphic etiology, is now recognized as a complex multifactorial disease. Key risk factors identified in studies include age, sex, hormonal status, genetic predisposition, acquired biomechanical impairments, excess body weight, trauma, occupational exposure, physical activity, dyslipidemia, and diabetes mellitus—all of which, either independently or collectively, can exacerbate OA development. Special attention is given to modifiable RFs, as their identification and control play a vital role in primary prevention and slowing the chronic progression of OA. The article also thoroughly analyzes the influence of sex hormones—particularly in estrogen-rich conditions—the role of microtrauma in industrial workers, and the mechanical stress related to sports and occupational activity. It is noted that weight gain and increased activity of inflammatory mediators in adipose tissue can raise the risk of osteoarthritis by 2 to 3 times.
References
Zhang Y., Jordan J.M. Epidemiology of osteoarthritis. Clin Geriatr Med. 2010;26(3):355–369.
Цурко В.В., Хитров Н.А. Остеоартроз. Терапевтический архив. 2000;5:62–66. Tsurko V.V., Khitrov N.A. Osteoarthritis. Therapeutic Archive. 2000;5:62–66.
Felson D.T. Osteoarthritis. In: Harrison's Principles of Internal Medicine. Fauci A.S., Braunwald E., Kasper D.L. et al., eds. Vol 2. 17th ed. Mc Graw-Hill Companies, Inc., New York, San Francisco, Lisbon, London, Madrid, Mexico City, New Delhi, San Juan, Seoul, Singapore, Sidney and Toronto, 2008:2158–2165.
Бржезовский М.М. Эпидемиология неинфекционных болезней у детей (методическое обеспечение и его применение в практике массовых исследований): автореф. дис. ... д-ра мед. наук. М.; 1995. Brzhezovskiy M.M. Epidemiology of non-infectious diseases in children (Methodological support and its application in the practice of mass research): thesis. M.; 1995 (in Russ.).
Оганов Р.Г. Концепция факторов риска как основа профилактики сердечно-сосудистых заболеваний. Врач. 2001;7:3–6. Oganov R.G. The concept of risk factors as the basis for the prevention of cardiovascular diseases. Vrach. 2001;7:3–6.
Каратеев А.Е., Черникова А.А., Макаров М.А. Посттравматический остеоартрит: эпидемиология, патогенез, клиническая картина, подходы к фармакотерапии. Современная ревматология. 2023;17(1):108–116.
Cui A., Li H., Wang D. et al. Global, regional prevalence, incidence and risk factors of knee osteoarthritis in population-based studies. EClinicalMedicine. 2020;29–30:100587.
Prieto-Alhambra D., Judge A., Javaid M.K. et al. Incidence and risk factors for clinically diagnosed knee, hip and hand osteoarthritis: influences of age, gender and osteoarthritis affecting other joints. Ann Rheum Dis. 2014;73(9):1659–1664.
Беневоленская Л.В., Бржезовский М.М. Эпидемиология ревматических болезней. М.: Медицина; 1988. Benevolenskaya L.V., Brzhezovskiy M.M. Epidemiology of rheumatic diseases. M.: Meditsina; 1988 (in Russ.).
Jamshidi A., Pelletier J.P., Martel-Pelletier J. Machine-learning-based patient-specific prediction models for knee osteoarthritis. Nat Rev Rheumatol. 2019;15(1):49–60.
Алексеева Л.И. Факторы риска при остеоартрозе. Научно-практическая ревматология. 2000;2:36–45. Alekseyeva L.I. Risk factors for osteoarthritis. Rheumatology Science and Practice. 2000;2:36–45.
Blagojevic M., Jinks C., Jeffery A., Jordan K.P. Risk factors for onset of osteoarthritis of the knee in older adults: a systematic review and meta-analysis. Osteoarthritis Cartilage. 2010;18(1):24–33. DOI: 10.1016/j.joca.2009.08.010.
Lawrence R.C., Felson D.T., Helmick C.G. et al. Estimates of the prevalence of arthritis and other rheumatic conditions in the United States. Part II. Arthritis Rheum. 2008;58(1):26–35.
Anderson J.J., Felson D.T. Factors associated with osteoarthritis of the knee in the first national Health and Nutrition Examination Survey (HANES I). Evidence for an association with overweight, race, and physical demands of work. Am J Epidemiol. 1988;128(1):179–189.
Astapenko M.G., Pikhlak E.G., Pavlenko T.M. et al. The spread of joint diseases among workers of one of the largest industrial enterprises in Moscow. The incidence of joint diseases among workers at one of the great industrial plants in Moscow. Vopr Revm. 1971;11(4):67–72.
Шостак Н.А., Правдюк Н.Г., Лила А.М., Громова О.А. Остеоартрит суставов кистей: патогенез, диагностика, подходы к терапии. Современная ревматология. 2019;13(4):130–136.
Felson D.T. Epidemiology of hip and knee osteoarthritis. Epidemiol Rev. 1988;10:1–28.
Hochberg M.C. Epidemiologic considerations in the primary prevention of osteoarthritis. J Rheumatol. 1991;18(10):1438–1440.
Da Silva J.A., Larbre J.P., Seed M.P et al. Sex differences in inflammation induced cartilage damage in rodents. The influence of sex steroids. J Rheumatol. 1994;21(2):330–337.
Spector T.D., Campion G.D. Generalised osteoarthritis: a hormonally mediated disease. Ann Rheum Dis. 1989;48(6):523–527.
Tepper D.T., Hochberg М.С. Factors associated with hip osteoarthritis: data from the National Health and Nutrition Examination Survey (NНANES-1). Am J Epidemiol. 1993;137(10):1081–1088.
McAlindon Т., Felson D.Т. Nutrition: risk factors for osteoarthritis. Ann Rheum Dis. 1997;56(7):397–402.
Nevitt M.C., Zhang Y., Javaid M.K. et al. High systemic bone mineral density increases the risk of incident knee OA and joint space narrowing, but not radiographic progression of existing knee OA: the MOST study. Ann Rheum Dis. 2010;69:163–168.
Кашеварова Н.Г., Таскина Е.А., Алексеева Л.И. и др. Изменения минеральной плотности кости при прогрессировании остеоартрита коленных суставов. Терапевтический архив. 2019;91(5):61–67.
Agricola R., Heijboer M.P., Roze R.H. et al. Pincer deformity does not lead to osteoarthritis of the hip whereas acetabular dysplasia does: acetabular coverage and development of osteoarthritis in a nationwide prospective cohort study (CHECK). Osteoarthritis Cartilage. 2013;21(10):1514–1521.
