A em
In pd
EM B.
EU
*Div tanfo
Yor s, Los
Me es, Un
Ser
Ch
lem
rit
ou
the
dis
no
a b
of
for
age
alg
usi
lac
sus
du
tec
lev
ba
sur
alf
2a,
ap
dis
sel
are
for
resistance, method of administration, and cost.
Chronic hepatitis B (CHB) remains an important public
bid
ma
inf
cad
Un
Mi
enc
a h
inc
1.2
inc
tio
up
com
bid
CH
as
pan
20
new
bet
ava
nu
CH
in
Ad
str
the
sta
dem
apy
add
for
spe
spe
an
exi
pre
tre
tion in the United States. The panel used the same methods of
evaluation as for the previous algorithm by reviewing the liter-
ature and current international guidelines.6,8–10 A comprehen-
CLINICAL GASTROENTEROLOGY AND HEPATOLOGY 2008;xx:xxx
ARTICLE IN PRESS
health problem and a leading cause of liver-related mor-
ity and mortality worldwide.1 In the United States, an esti-
ted 1.25 million individuals, or 0.4% of the population, are
ected with hepatitis B virus (HBV).2 During the last 2 de-
es, the influx of foreign-born persons immigrating to the
ited States from areas of high endemicity, including Asia, the
ddle East, and Africa, has contributed to an increased pres-
e of CHB, particularly in urban areas and communities with
igh immigrant population.3,4 Thus, it is likely that the
idence of CHB is considerably higher than the estimated
5 million. When left untreated, individuals with CHB are at
reased risk for developing cirrhosis, hepatic decompensa-
n, and hepatocellular carcinoma (HCC). It is estimated that
sive, structured literature review was conducted by using the
PubMed computerized bibliographic database for English-lan-
guage articles published between August 1, 2005 and March 28,
Abbreviations used in this paper: AFP, alpha-fetoprotein; anti-HBc,
antibody to hepatitis B core antigen; anti-HBe, antibody to hepatitis B
e antigen; anti-HBs, antibody to hepatitis B surface antigen; cccDNA,
covalently closed circular DNA; CDC, Centers for Disease Control and
Prevention; CHB, chronic hepatitis B; FDA, Food and Drug Administra-
tion; HCC, hepatocellular carcinoma; HIV, human immunodeficiency
virus; HR, hazard ratio; PCR, polymerase chain reaction; REVEAL, Risk
Evaluation Viral Load Elevation and Associated Liver Disease; RR,
relative risk; ULN, upper limit of normal.
Treatment Algorithm for the Manag
fection in the United States: 2008 U
MET B. KEEFFE,* DOUGLAS T. DIETERICH,‡ STEVEN-HUY
GENE R. SCHIFF,¶ and HILLEL TOBIAS#
ision of Gastroenterology and Hepatology, Stanford University Medical Center, S
k, New York; §Division of Digestive Diseases, University of California, Los Angele
dical College of Cornell University, New York, New York; ¶Center for Liver Diseas
vice, New York University Medical Center, New York, New York
ronic HBV infection is an important public health prob-
worldwide and in the United States. A treatment algo-
hm for the management of this disease, published previ-
sly by a panel of U.S. hepatologists, has been revised on
basis of new developments in the understanding of the
order, the availability of more sensitive molecular diag-
stic tests, and the licensure of new therapies. In addition,
etter understanding of the advantages and disadvantages
new treatments has led to the development of strategies
reducing the rate of resistance associated with oral
nts and optimizing treatment outcomes. This updated
orithm was based primarily on available evidence by
ng a systematic review of the literature. Where data were
king, the panel relied on clinical experience and consen-
expert opinion. The primary aim of antiviral therapy is
rable suppression of serum HBV DNA to low or unde-
table levels. Assays can now detect serum HBV DNA at
els as low as 10 IU/mL and should be used to establish a
seline level, monitor response to antiviral therapy, and
vey for the development of drug resistance. Interferon
a-2b, lamivudine, adefovir, entecavir, peginterferon alfa-
telbivudine, and tenofovir are approved as initial ther-
y for chronic hepatitis B and have certain advantages and
advantages. Although all of these agents can be used in
ected patients, the preferred first-line treatment choices
entecavir, peginterferon alfa-2a, and tenofovir. Issues
consideration for therapy include efficacy, safety, rate of
to 5000 people die each year in the United States of these
plications of HBV infection.1 The cumulative rate of mor-
ent of Chronic Hepatitis B Virus
ate
HAN,§ IRA M. JACOBSON,� PAUL MARTIN,¶
rd, California; ‡Department of Medicine, Mount Sinai Medical Center, New
Angeles, California; �Division of Gastroenterology and Hepatology, Weill
iversity of Miami School of Medicine, Miami, Florida; and #Liver Transplant
ity and mortality from cirrhosis and liver cancer related to
B is highest among individuals who acquire HBV infection
neonates or in early childhood.1
To help guide clinicians in treating patients with CHB, a
el of U.S. hepatologists published a treatment algorithm in
04,5 which was subsequently revised in 2006 on the basis of
developments in the field.6 These advances have included a
ter understanding of the natural history of CHB and the
ilability of more sensitive molecular diagnostic tests. The
mber of antiviral agents for the treatment of patients with
B has expanded from 5 to 7 with the approval of telbivudine
2006 and tenofovir in 2008 by the U.S. Food and Drug
ministration (FDA). In addition, there are now better defined
ategies for optimizing patients’ responses to oral antiviral
rapy.7 Emerging data on promising antiviral therapies in late
ges of clinical development, along with the potential likely
onstration of the safety and efficacy of combination ther-
, suggest that there will be future management options in
ition to the agents that are currently used as monotherapy
the treatment of CHB. Finally, data are accumulating on
cial patient populations who pose unique challenges and
cial requirements for antiviral therapy.
In light of these advances, the panel met again to reassess
d revise its recommendations. The aim was to build on the
sting algorithm, preserving its practical approach and com-
hensiveness, and update the guidelines for the diagnosis,
atment, and monitoring of patients with chronic HBV infec-
© 2008 by the AGA Institute
1542-3565/08/$34.00
doi:10.1016/j.cgh.2008.08.021
20
rev
the
20
An
the
Asi
200
sol
reli
vid
scr
alg
wh
the
tio
the
ito
the
gro
rev
chr
me
tio
sta
eva
the
gar
na
com
the
of
gre
Ta
Imm
p
sent
Imm
p
p
ry
Ina
c
y
,
ry
Res sis
Rea
(
C sis
ry
aLiv
bM rom H
2 KEEFFE ET AL CLINICAL GASTROENTEROLOGY AND HEPATOLOGY Vol. xx, No. x
ARTICLE IN PRESS
08 that addressed the treatment of CHB. The panel also
iewed abstracts from the following conferences and included
m in the evidence table: Digestive Disease Week 2006 and
07, the American Association for the Study of Liver Diseases
nual Meeting 2006 and 2007, the European Association for
Study of the Liver Annual Meeting 2007 and 2008, and the
an Pacific Association for the Study of Liver Disease 2007 and
8. Where possible, the panel based their recommendations
idly on evidence, but where data were lacking, panel members
ed on their own clinical experience and expert opinion.
The goal of the revised algorithm presented here is to pro-
e physicians with the most current information on the
eening, diagnosis, and treatment of CHB. Specifically, the
orithm provides answers to several practical questions: (1)
ich patients are candidates for antiviral therapy?, (2) what are
advantages and disadvantages of available treatment op-
ns?, (3) when should therapy be initiated?, (4) when can
rapy be stopped?, (5) what is the role of on-treatment mon-
ring?, and (6) which strategies should be used to modify
rapy to decrease the risk for antiviral resistance? As a back-
und to an application of the recommendations, this article
iews the current understanding of the clinical aspects of
onic HBV infection and presents updated algorithm recom-
ndations for the management of CHB.
Natural History of Chronic Hepatitis B
Virus Infection
The accurate and early diagnosis of chronic HBV infec-
n is an important step in patient management. An under-
ble 1. Phases of Chronic HBV Infection
Phase ALT Liver histology
une tolerance
hase
Normal or minimally elevated Minimal activity; ab
or scant fibrosis
une clearance
hase (HBeAg-
ositive CHB)
Elevated, usually persistently
or with intermittent
elevations
Active; liver biopsy
showing chronic
hepatitis
(necroinflammato
score �4)a
ctive HBsAg
arrier state
Persistently normal Inactive; liver biops
showing variable
usually minimal
fibrosis
(necroinflammato
score �4)a
olution Normal Inactive; scant fibro
ctivation phase
HBeAg-negative
HBb)
Elevated, often fluctuating
levels
Active; liver biopsy
showing variable
amounts of fibro
(necroinflammato
score �4)a
er biopsy optional.
ost of these patients have precore or core promoter variants. Data f
nding of the natural history of CHB is fundamental to the
luation and management of CHB, playing a critical role in
assessment of patient status and in guiding decisions re-
ding candidacy for treatment and treatment end points. The
p
Res
h
tural course of HBV infection is a dynamic interplay of
plex interactions involving the virus, the hepatocyte, and
host immune response, which, together with the influence
various external factors, determine disease severity and pro-
ssion.11–15 The natural history of HBV infection can be di-
ed into distinct phases: immune tolerance, immune clear-
ce, inactive carrier of HBsAg, and reactivation.16,17 Each phase
haracterized by distinct patterns of serologic markers, HBV
A levels, and changes in serum levels of ALT and AST that
icate the immunologic and necroinflammatory status of the
ient. The clinical terms and definitions used to characterize
stages of CHB adopted at the National Institutes of Health
ference on the Management of Hepatitis B are summarized
Table 1.18 Other clinical terms relating to HBV infection are
marized in Table 2.
ble 2. Definitions of Clinical Terms Used in the Course of
HBV Infection
te exacerbation or flare of hepatitis B: intermittent increase of
minotransferase activity to �10 � ULN and �2 � baseline
ctivation of hepatitis B: reappearance of active
ecroinflammatory disease of the liver in a person known to be in
he inactive HBsAg carrier state or to have resolved hepatitis B
eAg clearance: loss of HBeAg in a person who was previously
BeAg-positive
eAg seroconversion: loss of HBeAg and detection of anti-HBe in
person who was previously HBeAg-positive and
nti-HBe–negative, associated with a decrease in serum HBV
NA to �20,000 IU/mL
eAg reversion: reappearance of HBeAg in a person who was
HBV DNA HBeAg HBsAg
High levels: serum HBV
DNA �20,000 IU/mL
Positive; anti-HBe–
negative
Positive �6 mo
High levels: serum HBV
DNA �20,000 IU/mL
Positive; anti-HBe–
negative
Positive �6 mo
Low or undetectable
levels: serum HBV
DNA negative or
�2000 IU/mL
Negative; anti-HBe–
positive
Positive �6 mo
No detectable serum
HBV DNA (low levels
might be detectable
in the liver)
Negative; anti-HBe–
positive
Negative
Moderate, often
fluctuating levels:
serum HBV DNA
�2000 IU/mL
Negative; anti-HBe–
positive
Positive �6 mo
oofnagle et al18 and Yim and Lok.17
vid
an
is c
DN
ind
pat
the
con
in
sum
Ta
Acu
a
Rea
n
t
HB
H
HB
a
a
D
HB
reviously HBeAg-negative, anti-HBe–positive
olution: loss of HBsAg and no further virologic, biochemical, or
istologic evidence of active virus infection or disease
wil
bir
per
bef
sio
in
no
by
DN
stu
era
log
ph
siti
tua
ati
mi
im
HB
an
ally
lev
are
Th
fro
alt
ph
the
mu
hep
DN
no
0.4
res
pro
rev
eit
yea
of
cov
der
to
a r
ten
Th
vat
sel
red
gu
pre
cod
pro
mu
nu
do
tio
ati
to
an
par
wit
ter
HB
lat
stu
wh
neg
a c
app
HB
1.1
yea
the
bec
lev
wh
HB
HB
ria
con
po
bet
on
the
itiv
4-f
pen
ser
dis
in
Liv
tha
HB
an
dev
pro
stu
HC
cop
Ho
cop
pat
per
est
fro
HC
cop
sen
for
Month 2008 A TREATMENT ALGORITHM FOR CHRONIC HEPATITIS B 3
ARTICLE IN PRESS
The clinical course of CHB is variable, and not all patients
l experience every phase of infection. Acquisition of HBV at
th or in early childhood is associated with a long latency
iod of immune tolerance, which might last for 2–3 decades
ore immune clearance characterized by HBeAg seroconver-
n to antibody to HBeAg (anti-HBe), whereas infection later
life is associated with a very short immune tolerance phase or
ne at all.16,19 The onset of chronic HBV infection is marked
the continued presence of HBsAg, high levels of serum HBV
A, and the presence of HBeAg in serum. A 5-year follow-up
dy involving HBsAg-positive individuals in the immune tol-
nce phase found that these patients exhibit minimal histo-
ic changes, and those remaining in the immune tolerance
ase experience no or minimal disease progression.17,20 Tran-
on to the immune clearance phase is characterized by fluc-
ting or generally high HBV DNA levels, with frequent hep-
tis flares or ongoing hepatic necroinflammatory damage that
ght lead to variable degrees of fibrosis or cirrhosis. The
mune clearance phase ends when the patient undergoes
eAg seroconversion, with loss of HBeAg and development of
ti-HBe. Loss of HBeAg and seroconversion to anti-HBe usu-
are preceded by a marked decrease in serum HBV DNA
els to �20,000 IU/mL, although often still detectable, and
typically followed by the normalization of ALT levels.21
us, HBeAg seroconversion usually represents a transition
m the immune clearance phase to an inactive carrier state,
hough some patients directly transition to the reactivation
ase clinically called HBeAg-negative CHB and associated with
presence of the precore and/or double basal core promoter
tant virus.
During the inactive carrier state, there is little evidence of
atitis by clinical and laboratory evaluation, and serum HBV
A levels are markedly reduced or undetectable.17,22–24 A mi-
rity of patients (annual incidence, 0.1%–0.8% for Asians and
%–2% for whites) will lose HBsAg, which is referred to as
olution of the carrier state. It is not uncommon for a small
portion of patients in the inactive carrier state to experience
ersion back to HBeAg positivity or reactivation of disease,
her spontaneously or through immune suppression after
rs of inactivity.25,26 This is most likely caused by the presence
detectable HBV DNA levels in the liver in the form of
alently closed circular DNA (cccDNA).27 These findings un-
score the fact that even HBsAg clearance is not tantamount
the complete resolution of HBV infection.
In addition, one third or more of inactive carriers experience
eturn of high levels of HBV DNA and persistent or intermit-
t increases in ALT levels, despite the absence of HBeAg.22,28,29
is form of chronic HBV infection, referred to as the reacti-
ion phase or HBeAg-negative CHB, is associated with the
ection of viral mutants that fail to produce HBeAg or have
uced HBeAg production.30 The most common mutation is a
anine to adenine substitution at nucleotide 1896 in the
core region. This mutation results in a TAG stop codon at
on 28 of the precore protein, thereby preventing HBeAg
duction, and is termed the precore mutant. A second dual
tation, the double basal core promoter mutant involving 2
cleotide substitutions (A1762T and G1764A), leads to the
31
wn-regulation of HBeAg production. Alone or in combina-
n, these mutations account for the majority of HBeAg-neg-
ve CHB. The HBeAg-negative form of CHB has been reported
occur more frequently in patients with HBV genotypes B, C,
HC
fou
cop
d D compared with genotype A, with genotype D having a
ticularly strong association with the precore mutation.32
Sustained spontaneous remission is uncommon in patients
h HBeAg-negative CHB (incidence, 6%–15%), and the long-
m prognosis is reportedly poorer compared with that for
eAg-positive patients, although this might in part reflect a
er stage of HBV infection.29 A recent long-term follow-up
dy involving 1965 asymptomatic inactive HBsAg carriers
o were followed for 20,298 person-years showed that HBeAg-
ative hepatitis recurred at an annual incidence of 1.5%, with
umulative probability of 10% at 5 years, 17% at 10 years, and
roximately 20% after 15 years.33 In this study, spontaneous
sAg seroclearance occurred at an annual incidence of up to
5%, with a cumulative probability of 8% at 10 years, 25% at 20
rs, and 45% at 25 years of follow-up. It is unclear whether
se results can be universally applied to all inactive carriers,
ause this was a special group of patients with normal ALT
els and serum HBV DNA was not routinely tested. Patients
o lose HBsAg have a much better prognosis than do their
sAg-persistent counterparts.34 Long-term follow-up of
sAg-positive, HBeAg-negative individuals, involving the se-
l testing of HBV DNA and ALT levels, is recommended to
firm that the inactive carrier state is maintained.8
Hepatitis B Virus DNA and Disease
Progression
Large, long-term population-based studies of HBsAg-
sitive individuals have demonstrated a strong relationship
ween the risk of progression to cirrhosis, HCC, or both and
going HBV replication.12,35–37 In both natural history and
rapeutic studies, patients with cirrhosis who are seropos-
e for HBeAg, HBV DNA, or both have an approximately
old higher risk of further disease progression to decom-
sation, HCC, and death than do patients who are HBeAg
onegative.15,38–40
The relationship between serum HBV DNA levels and risk of
ease progression has been most convincingly demonstrated
the Risk Evaluation Viral Load Elevation and Associated
er Disease (REVEAL) study, a large, prospective cohort study
t assessed the natural history of CHB in 3653 untreated
sAg-positive Asian individuals.12 Patients were followed for
average of 11.4 years, during which 164 study participants
eloped HCC. The cumulative incidence of HCC increased
gressively in a direct relationship to HBV DNA levels at
dy entry. The multivariable-adjusted relative risk (RR) of
C increased from 1.1 at HBV DNA levels of 300 to �104
ies/mL to 6.1 at HBV DNA levels of �106 copies/mL.12
wever, patients with HBV DNA levels of �104 to �105
ies/mL also were at a significant risk of HCC (RR, 2.3), and
ients with increasing levels of HBV DNA over time or with
sistently increased levels during follow-up were at the high-
risk for HCC. In contrast, a lowering of HBV DNA levels
m the highest levels was linked with a reduction in risk of
C, but only when the HBV DNA level decreased to �104
ies/mL. Reanalysis of the REVEAL study data with more
sitive real-time polymerase chain reaction (PCR) methods
quantifying serum HBV levels showed an increasing risk of
6 41
C up to �10 copies/mL.
In a recent subanalysis of the REVEAL cohort, Ileoje et al35
nd that individuals with low levels of HBV DNA (�104
ies/mL), who are often classified as having “inactive” disease,
are
wit
vol
tie
du
HB
dev
lev
oth
pan
cir
coh
neg
Th
pat
tie
the
sta
vir
chr
ral
dis
na
dis
enc
cop
(H
adv
an
rep
dis
res
im
ate
(pa
esp
qu
an
rev
(CD
sho
hep
for
enz
cau
me
HB
tio
CH
inc
par
can
tes
an
oth
cir
con
pat
lev
lar
no
Scr
ua
als
mi
sho
hea
Ab
cir
no
CD
an
mo
fol
inc
HB
Ta
Ind
f
● A
● M
● E
P
● I
● S
● E
f
● C
Oth
● H
● P
● P
t
● M
● I
● I
● I
● P
● P
Da
4 KEEFFE ET AL CLINICAL GASTROENTEROLOGY AND HEPATOLOGY Vol. xx, No. x
ARTICLE IN PRESS
also at an increased risk for HCC development, compared
h uninfected (HBsAg-negative) individuals. This analysis in-
ved 3584 HBsAg-positive and 18,541 HBsAg-negative pa-
nts as controls who were followed for 12 years. Moreover,
ring follow-up, individuals with persistently low levels of
V DNA (�300 to �104 copies/mL) had an increased risk of
eloping HCC, compared with patients whose HBV DNA
els were persistently undetectable (�300 copies/mL). An-
er analysis of the REVEAL cohort, involving 3582 partici-
ts, found a positive direct relationship between the risk of
rhosis and serum HBV DNA levels.36 More than 90% of the
ort had serum ALT levels �45 U/L; 85% were HBeAg-
ative, a