Prevalence of depression in multiple
sclerosis: a systematic review
Evelyn KY Wong 黃潔儀
HK Pract 2017;39:95-104
Summary
Depression is common in pat ients wi th mul t iple
sclerosis (MS); however, its prevalence varies among
different studies. A systematic review was conducted
according to the Pr efer r ed Repor t ing I tems for
Systematic Reviews and Meta-Analyses (PRISMA)
statement.
Eleven studies were included in this systematic review
analysis. Depression was consistently more prevalent
in MS patients than in the general population, ranging
from 4.4 - 45.8%. Women with MS were found to have
a higher risk of depression than men with MS. However
the risk when compared with the general population
was more marked in men with MS. Study design,
cultural as well as societal factors might contribute to
this heterogeneity among the studies. Further studies
are needed to better assess the temporality between
depression and the clinical phases of MS. Meta-analysis
can be helpful in identifying risk factors for depression
in MS patients. A multi-factorial formulation may help
with clinical management, while clinical attention and
awareness are crucial for the prompt treatment of
depression in MS patients. This might in turn minimise
the morbidity and mortality in this patient group.
摘要
抑鬱症在多發性硬化症病人中相當常見,但不同研究顯示不
同的病發率。本文根據 PRISMA 模式,為11篇相關研究報告
進行系統性分析。結果一致顯示多發性硬化症病人患抑鬱症
的比率較平常人高,比率由4.4%至45.8%不等。在多發性硬化
症病人中,女性較男性患抑鬱症的比率為高。但當比較多發
性硬化症病人和一般人仕時,男性患者則較易出現抑鬱症。研究設計、文化和社會因素都可能導致各研究間結果的差
異。未來研究需要更好地評定抑鬱症和多發性硬化症在病程
階段時間上的關係。統合分析可以幫助確定抑鬱症在多發性
硬化症中的病發風險因素。多因子解析有助臨床治療。但臨
床上的關注和警覺至為重要,及時為抑鬱症進行適當治療將
減低患者承受的障礙和影響,也可降低他們的死亡機會。
Introduction
Multiple sclerosis (MS) is a chronic debilitating
neurological condition which presents with various
neuropsychiatric symptoms, including affective
symptoms.
Depression is found to be more prevalent in
patients with chronic medical illness.1,2 This might
be explained by various multiple factors.3 Though
known to be common,the prevalence rate of
depression in MS varies largely between studies.4 In
Hong Kong, the twelve–month prevalence of DSMIV
major depressive episode measured by a largescaled
community study was 8.4%.5 Local data on the
rate of depression in MS using standardised structured
psychiatric interview is lacking. A recent study using
the General Health Questionnaire-28 showed higher
rates of depressive symptoms among the patients
with MS in Hong Kong.6 Using the Beck Depression
Inventory-II, Lau et al., showed a mean score of 14.9
among the local MS population, which indicates mild
depression.7 Numerous studies have extensively looked
at the epidemiology of depression in this population
and investigated for possible factors contributing to
its clinical manifestation.8 Despite the abundance of
evidence, important questions still remain unanswered.
Inconsistencies and even contradictory findings across
studies raise concerns over methodological issues, while
analysing these controversies may shed light on the
underlying pathogenesis of both multiple sclerosis and
depression.
Depression carries a huge economic burden9 while
MS, as a chronic medical illness, also utilises a vast
amount of public health resources.10 A better knowledge
of its prevalence and risk factors are valuable for
clinical management and healthcare sourcing. For this
reason, this systematic review looks at the prevalence
rate of depression in MS patients through a critical
appraisal of the methodologies of available literature,
followed by a discussion on its clinical implications.
Method
A systematic review was conducted based on the
PRISMA statement in 2009.11
Data collection
An initial search was conducted in MEDLINE
(including non-indexed and in process) and EMBASE,
from 1946 onwards to January, 2017. The search
keywords were: MS and “depress*” or "emotional" or
"mood". The abstracts were screened for the inclusion
criteria. Full-texts were obtained from electronic
databases, the Barnes library of the University of
Birmingham and Google Scholar.12
Online databases including OpenGrey13,
ClinicalTrials.gov14 were searched for unpublished
studies. Additional articles were looked for by screening
through the reference lists of the records from the
initial search. All the studies, including the conference
abstracts, were then screened for those that fit the
exclusion criteria. Emails were sent to some authors for
their study details and raw data when indicated, or fulltexts
not otherwise located.
Eligibility criteria
Inclusions criteria were: 1) published in English,
2) conducted on humans, 3) primary clinical study,
4) involved patients with multiple sclerosis, 5) with
at least one quantitative measure of depression or
depressive symptoms.
Exclusion criteria were: 1) diagnosis of depression
not based on International Classification of Diseases
(ICD)15 or Diagnostic and Statistical Manual of Mental
Disorders (DSM)16; diagnostic schedules based on ICD
or DSM were accepted, 2) unclear or biased sampling
processes.
Diagnosis of depression
A diagnosis of depression had to be established by
ICD or DSM. Several diagnoses involving low mood
were not included (Appendix I).
Methodology quality assessment
A critical appraisal tool for epidemiology studies17
was selected among the 86 tools assessed by Sanderson
and colleagues.18 A scoring system comprising of
eight specific items, with one point given for good
performance in each (Appendix II) was selected. A
guideline for this scoring system was provided with the
original paper.
RESULTS
Eleven clinical studies were included in this
systematic review.19-29 (Table 1 and Figure 1)
Major results
Patten et al., 200529, grouped depression under
“affective disorders”, without differentiating between
unipolar and bipolar types. Isolated prevalence of
depression was therefore not available. In the remaining
ten studies, the prevalence of depression in MS ranged
from 4.4% to 45.8% (Figure 2).
Patten et al, 200328 proved the persistence of
a higher depression rate after adjusting for age and
gender. Similar to the general population, depression
is more prevalent in women than men with MS as
shown in several of the included studies. However,
the association between affective disorders in MS
patients was stronger in men despite an overall higher
prevalence in women according to Patten et al, 200529
and Marrie et al., 2015.25
In addition, Johansson et al., 201422 found a higher
risk of depression in MS patients while the risk of MS was also found to be higher with depression counted as
an exposure.
Interestingly, a subsequent study by Hoang,
Laursen, Stenager & Stenager in 201620 found no
significant difference comparing the prevalence of
depression before and after the diagnosis of MS, both of
which were higher than that of the general population.
In other words, the population who was diagnosed with
MS later had a higher risk of depression even before
the clinical manifestations of MS.
It is worthwhile noting that different measurements
were adopted when reporting prevalence between
the various studies. Most of them measured period
prevalence, while point prevalence and life prevalence
were measured in some of the studies (Table 1).
Methodology quality assessment
Methodological assessment for individual studies
was summarised in Table 2. A few points were
highlighted here.
A) Sampling
The data collected by Patten et al., 200328 was
from a large population survey which adopted a
complex way of sampling, involving both clustering and
stratification with the application of sampling weights.
The choice between proportionate or disproportionate stratified sampling was not reported in this paper, yet
this was important as the latter and the commonlyaccompanied
weighting in statistical analysis could
lead to a reduced precision of the estimates.30 Other
sources of information31 showed that the data were
collected by area frames and phone frames respectively,
from randomised clustered sample after proportionate
stratification. The different sampling frames could lead
to unequal probabilities of individual subjects being
selected and hence sampling errors.
B) Measurement of depression
All the included studies shared the common
strength of using a standardised diagnostic criteria
for the establishment of depression, which maximises
diagnostic consistency among researchers and identifies
clinically significant cases. The use of self-rated
questionnaires in most other studies would lead to
an over-estimation of depression.32 However it was
arguable that all MS patients with depression was
completely accounted for in the included studies as
there is bound to be cases which have never come to
clinical attention (and hence were missing from the
medical records). These might otherwise be picked up
by self-reported questionnaires.
C) Measurement of prevalence
In studying prevalence, eight out of eleven of the
included studies looked at period prevalence. Life-time prevalence, which reflects accumulative incidence,
should theoretically be the highest while it would be
lowest for point prevalence if measured in the same
sample. Life-time prevalence was an unusual form of
period prevalence, in which the period is not fixed
but varies according to the individual subjects’ age.33
For example, the life-time prevalence of a sample
comprising of subjects of 40 years old is a measurement
of its 40 years’ period prevalence, while the life-time
prevalence of another sample comprising of subjects of
50 years old is a measurement of its 50 years’ period
prevalence. The capture of prevalence in the two types
of measurement is different by nature. To illustrate
further, we could take the studies by Johanssan et al.
and Nuyen et al. as examples. In Johanssan et al., 2014,
the period prevalence of the sample from 1987-2009
was measured. It means all subjects with depression
diagnosed during the period of the 22 years were
counted in the calculation of the prevalence rate. In
contrast, in Nuyen et al., 2006, the life-time prevalence
of the sample was measured cross-sectionally in 2001,
which means that by the time of the survey in 2001,
all survey participants who had ever been diagnosed
depression at any point in their life would be counted in
the calculation of the prevalence rate.
To further elaborate on this point, if a subject
had depression diagnosed in 1980 but achieved full
remission before 1987, even if the subject participated
in the study by Johanssan et al., the subject would be
counted as negative in the prevalence rate calculation;
however, the same subject would be counted as positive
in the study by Nuyen et al. because it was measuring the life-time prevalence as it counted all subjects who
had ever had a history of depression; regardless of
their remission status at the time of the study. It was
because, that depression as a disease entity should not
be regarded as an irreversible illness, in which the latter
was to be treated as a permanent entry (an example
would be Alzheimer’s disease).
In this review, apart from the aforementioned
heterogeneity among the use of life-time prevalence
and period-prevalence, even the survey time frames
also vary largely amongst the studies measuring period
prevalence. For example, any episodes of depression
within 22 years were counted in Johansson et al.,
201422, while Kang et al., 201023 only counted the
depression in the past one year. It implied that the
studies were looking into depression prevalence from
quite different perspectives.
D) Comorbidities as confounders
While multiple medical illnesses is a risk factor
for depression1,2, co-morbidities were not documented
in most studies. Assumption of its absence is nonjustifiable,
particularly in the elderly group. This
certainly serves as a major confounder in the prevalence
rates.
E) Statistical analysis
As mentioned earlier, in Patten et al., 200328,
a special statistical analysis method was adapted
to counteract the potential bias brought by their
complex sampling methods. Despite the adaptation of proportionate sampling, weighting was still used in the
calculation of the prevalence of depression, probably
for the adjustment of non-response in the survey.34 Yet,
the use of weighting would increase the variance of
estimates30, which was reflected by the generally poor
precision of the prevalence rates in this study. The wide
confidence intervals weakened the results’ validity due
to the higher chance of the observed mean being a
result of sampling error.
Discussions
Differences in prevalence rates amongst the various
studies
The prevalence rates of depression varied widely
in literature, and this was also reflected in this review
though to a lesser extent. The high prevalence found
in Marrie et al., 201324 could neither be explained by
the survey period length (depression was only counted
in the past one to five years) nor cultural factors, as
the high prevalence rate was not observed in another
study28 from the same country. The difference could be
genuine or due to the effects of the study design. It was
conducted 10 years later than Patten et al., 200328, and
the rise could be related to the decreased social stigma
once associated with depression and hence a rise in the
number of cases coming to clinical attention. However
the extent of this increase is unlikely to be solely
responsible for this phenomenon. Looking at design
effects, the lower rate in Patten et al, 200328 might
be related to the design of their community survey,
which carried a recall bias. This bias was minimised by
Marrie et al, 201324 as their study involved collecting
data from the medical records in a public healthcare
system.
The reported p revalence rate could also be
affected by other non-statistical factors. Since most
of the included studies collected data retrospectively
via medical records in registries, the prevalence rates
largely depended on whether the subjects had undergone
any psychiatric assessment, which was in turn related
to various factors such as cultural reasons, the extent
of stigma in the societal context, the awareness of
mental illness in that particular population, as well as
the availability of local psychiatric services. In other
words, the absence of any history of depression did not
imply the actual absence of illness in the subjects. The awareness of medical practitioners also play a role in
the diagnostic rates of depression for that population.
The diagnosis of MS would probably alert the medical
practitioners to screen for mental comorbidities, with
depression being at the top of the list. This may result
in a lower rate of under-diagnosis of depression in the
MS population compare to the general population.
On the other hand, the exceedingly high prevalence
of depression found in Jick et al., 201521 raised a
concern over the difference in the diagnostic culture
among different countries. Making the diagnosis is the
most debated subject in psychiatry. One of the major
pitfalls in making a diagnosis by the standardised
diagnostic criteria is the lack of consideration of cultural
factors in the clinical formulation of the manifestation
of any mental phenomena. A major revision in DSM-5 is
the change in the diagnostic paradigm from categorical
to dimensional approach and the introduction of cultural
formulation interview.35 Various factors can influence
the diagnosis of depression, including differences
in explanatory models, willingness of patients to
disclose all their symptoms, somatic presentations, and
variations of the presentation in clinical features across
cultures.36-38 Diagnostic threshold, which differs across
cultures, also influence the rate of diagnosed depression
in different countries.39 As it is the only one among
the included studies conducted in United Kingdom,
whether the difference in making a clinical diagnosis of
depression affected the epidemiological results would
be of interest in future studies.
Some potential factors which could be related to
the differences seen in the measurement of prevalence
were under-investigated. One of these is the subtype
of MS. Among the included studies, only one of them
described the subtypes of MS in the sample.21> It is
well-known that patients with primary progressive
multiple sclerosis (PPMS) carries a worse prognosis
than relapsing and remitting multiple sclerosis (RRMS).
The former suffered from more physical disability and
hence have more psychosocial sequelae.>40 Memory
impairment is also found to be more prominent with
PPMS and secondary progressive multiple sclerosis
(SPMS) than with RRMS.41 It is reasonable to suspect
that patients with PPMS and SPMS carry a higher risk
of developing depression over their course of illness.
Apart from the subtypes, the symptomatology in
different subjects may also predict the development of
depression.40
Diagnostic challenge of depression in MS
Some symptoms, like fatigue and cognitive
problems, were commonly shared by MS and depression.
It was difficult to delineate their attribution.42,43 Being
a diagnosis based primarily on symptomatology instead
of the underlying aetiology, depression could be overestimated
in these circumstances. This is a major pitfall
of self-reported questionnaires, yet this limitation could
not be fully eliminated even with structured clinical
assessments performed by experienced psychiatrists.
As mentioned earlier, there are drawbacks with either
methods, but one has to strike a balance between
sensitivity and specificity. In general there is a favour
for a higher sensitivity for screening tests44, trading off
for more false positives. The decision to use which is
based on the objectives of individual studies.
Delineation of the temporality between depressive
semiologies and clinical phases of MS might be useful
in diagnosing genuine depression and searching for
its etiologies. They could be part of the physical
sequelae of MS4, common biological factors in the
genesis of both conditions8, side effects of treatment45,
or psychological reactions to chronic illness.4,8 Each
of these carry different but equally significant clinical
implications, which warrant further investigations.
Treatment for depression in MS
Timely treatment of depression in MS patients is
important for the quality of life and prognosis of the
patient. However, well-designed studies on this were
sparse. To date, there were isolated studies on the
use of selective serotonin receptor reuptake inhibitor
(SSRI), including sertraline, paroxetine and duloxetine,
or despiramine, which is a tricyclic antidepressants,
or moclobemide, which is a reversible inhibitor
of monoamine oxidase A. The use of SSRI served
an advantage over other pharmacological choices
in reducing somnolence, cognitive impairment or
exacerbation of fatigue. Psychotherapy is an alternative
in treating depression in MS patients with cognitive
behavioral therapy having a good clinical effect over
short-term.46
Limitations of this review
Limited by the nature of a systematic review,
this study failed to statistically identify an accurate prevalence rate of depression in MS patients and its
associated risk factors. A meta-analysis could help, but
this was inappropriate here for two reasons. Firstly,
due to missing data, only nine studies were eligible
for meta-analysis, which could lead to invalidity of the
results from meta-regression, and hence moderators for
depression could not be found. Secondly, the studies
were measuring different types of prevalence, while a
pooling of life-time prevalence with point-prevalence
was not considered to be statistically meaningful.
To solve these, future systematic reviews can focus
on a certain kind of prevalence measure, with the
use of meta-analysis to look for heterogeneity and
moderators on prevalence rates. However, in order to
allow a sufficient number of them to be recruited into
meta-regression, a compromise in the methodological
qualities of included studies would be needed.
Directions on future research
There has been a vast amount of studies on
depression in MS patients, yet some important questions
remain unanswered. One of these is the formulation
of depression in this particular population. Arnett,
Barwick & Beeney4 suggested a theoretical model,
which comprised of MS disease factors, common MS
sequelae and possible moderators including coping,
social support, stress and conceptions on self and
illness, which might serve as a good reference in
clinical practice while formulating the management plan
of patients with MS and comorbid depression.
For future research, potential predictors including
age, gender, educational level, illness duration, age of
illness onset and number of relapses of MS, should
be measured and their correlation with depression
should be investigated. Correlating depression with the
subtypes and the clinical phases of MS may provide
clues to the underlying pathogenesis.
Nonetheless, depression warrants cautious clinical
attention. Depression in itself carries morbidity and
mortality, and causes significant impairment in social
and occupational functioning.47-49 Untreated depression
could also hinder the physical recovery of MS by either
poor treatment adherence or hastening MS-related
immune dysregulationM50, 51. Clinicians should be highly
aware of this and routine screening may be of value.
Prompt treatment has to be offered should depression be
found.
Conclusion
Depression is common in the population with
MS and warrants a heightened clinical awareness
and prompt adequate management with address on
the underlying multi-dimensional formulation of its
etiological factors. Future research may further shed
light on the underlying pathogenesis of both conditions.
Acknowledgement
This review article serves as an update based on
an assignment as part of the academic requirement
of the Master of Science in Clinical Neuropsychiatry,
University of Birmingham in 2015.
The author would like to express her genuine
gratitude to Professor Hugh Rickards and Professor
Andrea Cavanna on their guidance throughout this
course.
Evelyn KY Wong,MBChB, FHKCPsych, FHKAM (Psychiatry)
Associate Consultant
Department of Psychiatry
United Christian Hospital
Correspondence to:Dr Evelyn KY Wong, Department of Psychiatry, United Christian
Hospital, 130 Hip Wo Street, Kwun Tong, Hong Kong SAR.
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