Introduction

The aromatase inhibitors (AIs) letrozole, anastrozole and exemestane have become an important treatment option for postmenopausal women with early-stage breast cancer, after publication of studies demonstrating a relapse-free survival benefit over tamoxifen [13]. Musculoskeletal symptoms, including arthritis, arthralgia, myalgia, musculoskeletal pain, joint stiffness and paraesthesia (e.g., carpal tunnel syndrome) are known adverse effects associated with this class of drug, and the term aromatase inhibitor musculoskeletal syndrome (AIMSS) has been coined by Lintermans and colleagues to describe this spectrum of symptoms [4].

Clinical trials of adjuvant endocrine therapy report arthralgia rates of between 20 and 36.5 % for AIs, compared with 13–30 % for tamoxifen [13]. In the prevention setting, the IBIS II study reported musculoskeletal adverse events in 64 % of those in the anastrozole group compared with 58 % of those in the placebo group [5]. The heterogeneity of results seen in these large randomised trials is probably due to a lack of standardised definition and reporting of musculoskeletal symptoms, resulting in an under-estimation of the incidence. In community-based samples, the rate of musculoskeletal symptoms is generally considerably higher: reported in up to 80 % of patients and associated with a discontinuation rate of up to 25 % [69]. AIMSS has been cited as the reason for AI discontinuation for 50–80 % of patients [10, 11].

Early discontinuation and suboptimal adherence to adjuvant endocrine therapy is associated with decreased disease-free survival and increased mortality, suggesting that improving adherence will lead to improved breast cancer outcomes [1217]. Although post hoc analyses of the MA.27 [18] and IES [19] studies did not show an association between musculoskeletal adverse events and improved survival, the analysis of three large datasets (ATAC [20], TEAM [21] and BIG 1-98 [22]) did reveal an association. Therefore, strategies to manage AIMSS are needed to optimise the use of AIs in order to improve breast cancer outcomes and quality of life.

Despite nearly 10 years of investigation, few studies have identified efficacious interventions for AIMSS. Small randomised studies have shown a benefit from acupuncture [23, 24], exercise [25] and vitamin D [26]. Several single-arm studies suggest possible benefit from glucosamine sulphate with chondroitin [27], prednisolone [28] and duloxetine [29]. Other strategies have been extrapolated from the management of osteoarthritis despite the apparent differences in the mechanism and clinical manifestations of AIMSS.

Breast cancer in Australia is similar to this disease in other developed countries. The age-adjusted incidence rate is 60 per 100,000 with a 10-year survival rate of 83 %. The majority of breast cancer is oestrogen and/or progesterone receptor positive and most women will be offered endocrine therapy for early-stage breast cancer [30]. In Australia, in 2011, 378,990 Pharmaceutical Benefit Scheme prescriptions were filled for AIs, almost exclusively for 1-month supply each [31]. This represents a large group of patients exposed to a potential toxicity burden. Given the large numbers of women who are prescribed AIs and the potential for AIMSS to lead to AI discontinuation and poorer breast cancer outcomes, we aimed to gain an understanding of the manifestations and impact of AIMSS in the Australian breast cancer community. We were particularly interested in identifying what interventions women use to manage AIMSS (both conventional medications and complementary or alternative strategies). No Australian literature and limited international literature exists on this topic. The aim of our study was to inform a future intervention study.

Methods

This study used a cross-sectional observational design. An e-mail survey invitation was sent to 2390 members of the Breast Cancer Network Australia (BCNA) Review and Survey Group in April 2014, with a reminder 2 weeks later. All recipients were listed in the BCNA database as having early-stage invasive breast cancer. The e-mail contained information about the study and a link to an online questionnaire. After consenting to participate, respondents were screened for eligibility. Eligible participants were adult females, with a diagnosis of early-stage (I–III) invasive breast cancer from 2007 onwards and current or past AI use. Respondents were excluded if they reported a history of carcinoma in situ without invasive breast cancer, or of metastatic breast cancer. The online questionnaire consisted of 45 questions covering demographics, use of AIs and tamoxifen, clinical manifestations and risk factors for AIMSS, reasons for AI discontinuation, and efficacy of interventions used for AIMSS. AIMSS was defined as joint pain or stiffness that developed or worsened after commencing an AI.

This was a descriptive study. We hypothesized that >50 % of respondents would describe AIMSS, that AIMSS would be the main reason for AI discontinuation in >50 % of respondents, and <20 % of respondents would report a benefit from any one intervention. The pre-specified analysis plan included descriptive summary measures of each questionnaire item. A multivariate logistic regression model was fit including potential predictors of AIMSS. Missing data were corrected using mean imputation.

This study was conducted in accordance with the International Conference on Harmonisation Good Clinical Practice guidelines. It was approved by the Hunter New England Local Health District Human Research Ethics Committee. It is registered on the Australia and New Zealand Clinical Trials Registry (www.anzctr.org.au), number ACTRN12613001009707.

Results

Of the 2390 members of the BCNA Review and Survey Group invited to participate, 594 responded (25 %). In total 370 participant questionnaires were eligible for analysis. Reasons for exclusion were: pre-invasive disease, metastatic disease, diagnosis before 2007 and no exposure to AI (Fig. 1). Ninety percent of eligible respondents completed >90 % of the questionnaire.

Fig. 1
figure 1

Study flow diagram

Eligible respondents had a median age range of 50–59 years and resided in all states and territories of Australia (Table 1). Most lived within metropolitan areas (58 %). More than half had received adjuvant chemotherapy, of which 43 % commenced AI within 3 months of chemotherapy and 30 % within 3–6 months of chemotherapy. Adjuvant tamoxifen was used by a third of patients prior to commencing an AI. Duration of AI use varied with 26 % of respondents having used less than 1 year, 64 % 1 to 5 years and 10 % greater than 5 years of therapy. The median duration of AI use was 25 months. As joint pain associated with menopause is common, we asked respondents if they had experienced this (prior to commencing AI). Twenty-five percent reported menopausal arthralgia, 50 % no arthralgia and 25 % could not recall if it was present or not.

Table 1 Respondent characteristics

In light of the data supporting a role for vitamin D replacement in reducing AIMSS [26], respondents were asked about vitamin D testing and treatment. Most respondents (70 %) had vitamin D levels checked, and 75 % were currently taking vitamin D supplements. Sixty-six percent of patients self-reported adequate vitamin D levels (≥60 nmol/L), 19 % intermediate (40–59 nmol/L) and 15 % low (<40 nmol/L).

AIMSS was reported by 82 % of respondents (95 % CI 77–85 %). Sites affected included feet (68 %), hands or wrists (65 %), knees (62 %), hips (56 %) shoulders or elbows (49 %), back (46 %) or neck (3 %). AIMSS was self-classified mild (no impact on daily activities) in 23 %, moderate (troubling, but still able to perform daily activities) in 57 % and severe (preventing ability to perform activities of daily living) in 20 %. The incidence of AIMSS was no different with anastrozole, letrozole or exemestane.

The following factors were assessed as predictors of AIMSS in univariate analysis: receipt of taxane chemotherapy, pre-existing joint, muscle or tendon pain, low vitamin D level (<40 nmol/L) and joint pain during menopause. In a multivariate logistic regression model, receipt of taxane chemotherapy (p = 0.006) and pre-existing joint, muscle or tendon pain (p < 0.001) were the only significant predictors of AIMSS (Table 2). Joint symptoms during menopause were of borderline significance (p = 0.05).

Table 2 Multivariate logistic regression model for predictors of developing AIMSS

Discontinuation

One third of women had considered stopping an AI because of AIMSS. Twenty-seven percent of respondents had discontinued AI for any reason, and of these, 68 % (95 % CI 59–77 %) discontinued because of AIMSS. Non-AIMSS reasons for discontinuation included fatigue, genitourinary symptoms and hot flushes (Fig. 2).

Fig. 2
figure 2

Reason for AI discontinuation

More than half of the women who discontinued AI because of AIMSS did not switch to an alternative AI. A small number (17 %) took tamoxifen after AI discontinuation. Numbers were too small to ascertain whether changing to an alternative AI or to tamoxifen resulted in a lower AIMSS burden.

Interventions

A variety of interventions were utilized to manage AIMSS (Table 3). These were grouped into three categories: doctor prescribed medications, over-the-counter/complementary medicines and alternative/ non-drug interventions. A total of 245 (81 %) of those with AIMSS had used at least one intervention: 27 % had used a doctor prescribed medication, 65 % had used an over-the-counter/complementary medicine, and 35 % had used an alternative/ non-drug intervention to manage AIMSS symptoms.

Table 3 AIMSS interventions used by respondents

The effectiveness of these interventions was typically low (Fig. 3a–c). Prescription anti-inflammatories were the most commonly used and effective intervention in the doctor prescribed medication (DPM) category. Of 86 respondents who had used a DPM, 73 % had used anti-inflammatories and of these, 62 % found it reduced AIMSS symptoms. Twenty-one percent of respondents did not find that any DPM was effective for AIMSS. Paracetamol (Acetaminophen) was the most commonly used over-the-counter/complementary medicine (OTC/CAM) intervention (33 %) with 37 % finding it helpful for AIMSS. In this category, 17 % found no OTC/CAM effective for AIMSS symptoms. In the alternative/non-drug intervention group, 33 % had trialled an intervention for AIMSS. Twenty percent found yoga effective, 21 % found “other interventions” effective (including exercise, physiotherapy, Bowen therapy and a number of other interventions), and 18 % found no intervention of any value.

Fig. 3
figure 3

ac Reported efficacy of treatments used for AIMSS

Overall 27 % (95 % CI 21–33 %) of respondents who had used at least one intervention for AIMSS found that the intervention(s) had helped them to continue taking an AI. Eighteen percent did not find an intervention from any category that reduced the severity of their AIMSS symptoms.

Severity of joint pain was not associated with effectiveness of any therapy. Respondents with mild/moderate pain were no more (or less) likely to experience benefit from any intervention, compared with those who experienced severe pain (χ 2 = 0.6177, p = 0.432).

Discussion

Our study confirmed two of our three hypotheses: >50 % of patients reported AIMSS and >50 % of discontinuations were for this reason. Overall, interventions were more effective in reducing AIMSS symptoms than we hypothesized. The most effective intervention reported was doctor prescribed anti-inflammatories, with more than 50 % benefitting. The study also highlighted that women use a range of interventions to manage AIMSS. It was hoped that this study may identify a possible intervention for future study; however, in our opinion, no intervention emerged as a clear candidate for further study as the efficacy of all the interventions were low.

The 27 % rate of AI discontinuation seen in this observational community cohort of Australian women with early breast cancer is similar to the 13–25 % rates seen in other series [6, 7, 9, 32, 33]. In our series, 27 % had discontinued AI for any reason and for 68 % this was due to AIMSS. However, our patient cohort may have been enriched for incidence and severity of AIMSS because of self-selection. Our identified predictors of AIMSS are consistent with previous series. Prior taxane exposure, prior hormone replacement therapy and pre-existing pain, fatigue, low mood and sleep disruption have been identified as predictors [7, 19, 34, 35]. There is conflicting data on the relationship with baseline weight. Obesity in some series appears to increase risk whilst in others is protective [36].

Our results also highlight the wide variety of interventions that women use to manage AIMSS. Almost three quarters of respondents in our series had utilized non-doctor prescribed medications and/or non-drug interventions to try to manage AIMSS. The effectiveness of any individual AIMSS management strategy was low. Doctor prescribed anti-inflammatories were the only intervention that more than 50 % of respondents reported as having reduced their symptoms. However, prescription anti-arthralgia medication has not been shown to assist with AI therapy persistence [37]. Many individual strategies were considered ineffective in our sample, but only 18 % of respondents found no intervention/medication of any value. The effectiveness of combinations of treatments is of interest, but this was not recorded in our study.

The mechanism by which AIs cause AIMSS is not well understood, but it is considered likely that estrogen deprivation is the key mediator. Arthralgia and other symptoms of AIMSS are seen in 50 % of women at the time of natural menopause, and in some, an acceleration of osteoarthritis occurs [38]. Oestrogen receptors are found in bone, cartilage and synovial cells, and oestrogen can reduce release of tissue necrosis factor (TNF) α and interleukin (IL)-1β involved in inflammatory arthritides [39]. Oestrogen is also known to play an important role in joint integrity via its maintenance of collagen, cartilage and bone health [40] and its anti-nociceptive effects within the central nervous system [41]. At a cellular level, the mechanism of AIMSS remains elusive: inflammatory mediators, such as cytokines although most likely to play a role, have not been shown to be elevated systemically [42] suggesting that local inflammatory molecules or other as yet unproven factors may be key such as insulin-like growth factor I (IGF-1) which is elevated in AIMSS [4]. Recently, it has been shown that IGF-1 is increased with AI use and IGF binding protein 3 elevation is associated with AIMSS [43]. Despite wide interest and need, and considerable research, to date, no treatable target has been identified that would suggest an effective management strategy for AIMSS.

Currently, only four published randomised controlled trials support a potential intervention for AIMSS control. The studies by Crew et al. and Mao et al. both showed that acupuncture (in a blinded study versus sham acupuncture) reduced pain scores at 6 weeks [23] and at 8 and 12 weeks [24]. Rastelli et al. conducted a phase 2 study that showed high dose vitamin D reduced pain scores at 2 months compared with placebo; however, the benefit was not persistent [44]. Irwin et al. randomised 121 physically inactive women who were currently receiving an AI and who reported AIMSS to an exercise intervention versus usual care over 12 months [25]. Pain severity reduced significantly in the exercise intervention arm. In our series, only 14 women reported using exercise as an intervention for AIMSS; however, it may have been underreported because exercise was not listed as a defined choice in the survey. The role of exercise warrants further research.

Several single-arm studies examining vitamin D supplementation have demonstrated reduced joint pain in patients who achieved higher vitamin D levels [45, 46]. This may be explained by the apparent association between AIMSS and single nucleotide polymorphisms in genes related to vitamin D and oestrogen signalling [47]. In our series, most patients (66 %) reported adequate vitamin D levels (>60 nmol/L).

Prednisolone, duloxetine and glucosamine sulphate with chondroitin have also been evaluated in single-arm studies in which most patients reported a reduction in pain or pain scores [2729]. Randomised data for these agents, however, is not available.

Yoga was associated with a reduction in pain and increased flexibility in a single-arm study of ten postmenopausal women with AIMSS [25, 48]. There is indirect evidence that weight loss may reduce menopausal arthralgia [38].

Our study is limited by the retrospective and descriptive nature of the data and the potential for selection bias including bias in respondent self-report and recall. The definition of AIMSS (joint pain or stiffness that developed or worsened after commencing an AI) was pragmatic for purposes of the survey and may have overestimated the rate of AIMSS in the sample. Despite these shortcomings the numbers of respondents reporting AIMSS and discontinuing AI is consistent with the existing literature.

Conclusion

This survey confirms that AIMSS is a significant issue for Australian women with early breast cancer and an important reason for AI discontinuation. Women use many different interventions to manage AIMSS; however, their efficacy appears limited. The identification of effective AIMSS interventions remains a priority for future research and possibly further research into the pathogenesis of AIMSS may inform best what the most scientific intervention for future study may be.