Geographic variation of MS incidence in two prospective studies of US women
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Abstract
Objective: To estimate the incidence of MS and its relation to latitude in two ongoing prospective studies of US women.
Background: A higher incidence of MS has been found in northern areas compared with southern areas of the United States and other countries, but the attenuation of this gradient in Europe in the last few decades and the consideration of ethnic factors have led some authors to question the existence of a strong association between MS and latitude.
Methods: The authors identified new cases of MS among participants in the Nurses’ Health Study (NHS), which took place between 1976 and 1994, and in the Nurses’ Health Study II (NHS II), which took place between 1989 and 1995. The NHS included women born between 1920 and 1946, and the NHS II included women born between 1947 and 1964.
Results: The incidence of MS among NHS participants (181 definite/probable patients) increased significantly with latitude (p = 0.03, trend). Adjusted rate ratios were 3.5 (95% CI, 1.1, 11.3) for the north and 2.7 (95% CI, 0.8, 8.9) for the middle tiers relative to the southern tier. Among NHS II women (131 definite/probable patients), no association between latitude and MS was found (p = 0.89, trend). Adjusted rate ratios were 0.8 (95% CI, 0.4, 1.6) for the northern areas and 0.9 (95%, 0.4, 1.8) for the middle areas, relative to the southern areas.
Conclusions: The association between latitude and risk of MS in the United States was corroborated, but there was an attenuation of the north–south gradient over time. If confirmed, this finding could provide new clues to identifying environmental causes of the disease.
A south-to-north gradient of MS frequency has been observed in the United States,1-4 western Europe,5 and Australia.6,7 Although several hypotheses have been proposed, this association of MS with latitude remains unexplained, and it has been challenged recently.5,8 Population-based surveys conducted in southern Europe since 1990, based on improved case-finding procedures and standardized diagnostic criteria, have found a higher MS prevalence than believed previously.9 Although a differential ascertainment of the disease does not seem to contribute to the observed differences within the United States, it has been argued that the latitude gradient reflects primarily genetic variation within the population.10
Besides the lack of recent studies on the association between risk of MS and latitude in the United States, there is also a lack of MS incidence data. Most MS surveys in the United States have used prevalence as the measure of frequency of the disease, probably due to the high costs required for conducting longitudinal studies and estimating directly the incidence rate of MS.
We present age-specific incidence rates of MS from two ongoing prospective cohort studies of US women—the Nurses’ Health Study (NHS) and the Nurses’ Health Study II (NHS II)—and compare them by ancestry and geographic region.
Methods.
Population.
The NHS was established in 1976, when 121,700 female registered nurses from 11 states (CA, CT, FL, MD, MA, MI, NJ, NY, OH, PA, TX), age 30 to 55 years, responded to a mailed questionnaire about disease history and lifestyle items. The NHS II was established in 1989, when 116,671 female registered nurses from 14 states (CA, CT, IN, IA, KY, MA, MI, MO, NY, NC, OH, PA, SC, TX), age 25 to 42 years, responded to a similar questionnaire. Every 2 years, follow-up questionnaires are mailed to the participants of both studies to update information on potential risk factors for chronic diseases and to ascertain whether major medical events have occurred. A specific question on the lifetime occurrence of MS was first included in the 1992 (the NHS) and 1991 (the NHS II) questionnaires. Before 1992, new diagnoses of MS in the NHS could be specified through an open-ended question regarding “Other major illness.” For this analysis, we excluded women who had received a diagnosis of MS before they answered the baseline questionnaire. When using the date of first symptoms (described later), women who had symptoms of MS before the baseline questionnaire were also excluded.
Patient ascertainment.
We requested permission to obtain relevant medical records from all participants who reported a new diagnosis of MS. After obtaining permission, we sent to the treating neurologists a questionnaire that included questions on the certainty of the diagnosis (definite, probable, possible, not MS) and questions regarding critical information from clinical history and laboratory tests. If a neurologist was not involved or did not respond, we mailed the questionnaire to the patient’s internist.
In a sample of 39 patients we also obtained their medical records for validation. These medical records were reviewed by the study neurologists, who classified the cases into definite, probable, or possible MS according to the criteria of Poser et al.11 For all purposes, we considered the categories clinically definite or laboratory-supported definite as definite, and clinically probable or laboratory-supported probable as probable. No upper age limit was set for the diagnosis of MS. The study neurologists, who were blinded to the treating physicians’ questionnaires and diagnoses, confirmed 62% of the cases classified as definite or probable MS by the treating physicians, and classified the remaining 38% as possible MS. Agreement on dates of diagnosis and first symptoms was complete within 1 year, except for three patients with a 2-year discrepancy. The lower degree of certainty of the diagnoses given by the study neurologists was most likely due to incompleteness of the medical records, because when the criteria of Poser et al.11 for the diagnosis of MS were applied to the clinical and laboratory data provided by the treating physicians in the questionnaire, 93% of all definite and probable diagnoses were confirmed. Therefore, for the purpose of the investigation we confirmed the treating physicians’ diagnoses.
Assessment of exposure.
Participants reported their state of birth and state of residence at ages 15 and 30. To facilitate comparisons with previous studies, we divided the continental United States into northern, middle, and southern tiers, and into eastern, central, mountain, and Pacific zones. The northern tier includes states generally north of 41 to 42 deg north latitude in the east (CT, ME, MA, NH, NY, RI, VT), central (MI, MN, WI), mountain (ID, MT, NE, ND, SD, WY), and Pacific (OR, WA) zones. The southern tier consists of those states lying south of 37 deg south latitude in the east (FL, GA, NC, SC), central (AL, AR, LA, MS, TN), mountain (AZ, NM, OK, TX), and Pacific (southern CA) zones; and the middle tier consists of the remaining states in the east (DE, DC, MD, NJ, PA, VA, WV), central (IL, IN, IA, KY, MO), mountain (CO, KS, NV, UT), and Pacific (northern CA) zones. The results did not change when Hawaii and Puerto Rico were included in the southern tier, and Alaska in the northern tier. Information on state of residence at birth and at age 15 is available from 73% of women in the NHS and from 78% of women in the NHS II.
The participants were asked whether they had the following ancestries: African, Asian, Hispanic, Scandinavian, southern European/Mediterranean, other white, or other ancestry. Most of the women (93% in the NHS, 91% in the NHS II) reported only white ancestries, reflecting the ethnic background of women trained as registered nurses. More than 90% of the women reported a single ancestry. We categorized the participants as southern European/Mediterranean or as Scandinavian when that was the only ancestry reported, as Other White when a mixture of only white ancestries was reported, and as nonwhite when either African, Asian, or Hispanic ancestry was reported. The question on ancestry was asked in 1992 for the NHS, when most of the incident MS patients had already been diagnosed. In this cohort, 83% of women without MS and 98% of women diagnosed with MS by 1992 answered the question on ancestry. In the NHS II, ancestry data were collected at baseline and were available from 99% of the participants, regardless of whether they eventually developed MS. The mean number of ancestries reported was 1.1 for both MS patients and non-MS patients in both cohorts.
Statistical analysis.
Each participant contributed person-time of follow-up from the month of return of the baseline questionnaire to the date of MS diagnosis, death from any cause, or end of follow-up, whichever came first. For the rates presented here, the end of follow-up was June 1994 for the NHS and June 1995 for the NHS II. Age-specific incidence rates were calculated as the number of MS cases (definite and probable only) divided by person-time of follow-up in each age group, and were summarized by calculating the corresponding lifetime probability of having an MS diagnosis.12 We also performed separate analyses according to the date of first symptoms, defined as the earliest date at which neurologic symptoms attributable to MS were reported by the participant or her physician.
We used Cox proportional hazards regression to estimate rate ratios (RRs) and 95% confidence intervals (CIs) for geographic region and ancestry, adjusted for each other and for age. Separate regression models were used for incidence of MS diagnosis and incidence of MS first symptoms. Log relative risks from the two studies were weighted by the inverse of their variances to obtain a pooled estimate.
Results.
In the NHS, 446 participants reported a new diagnosis of MS during the 18-year follow-up period (2,119,277 person-years). Of the 349 participants who we were able to contact and who confirmed their diagnoses, 83% gave us permission to contact their treating physicians. We obtained information from 249 physicians, who confirmed 98% of the self-reports as MS cases. Of these, 211 patients (127 definite, 54 probable, 30 possible) were diagnosed between enrollment in the study and June 1994. There were 129 physician-confirmed MS patients (79 definite, 29 probable, 21 possible) with first symptoms during the follow-up period.
In the NHS II, 324 participants reported a new diagnosis of MS during the 6-year follow-up (649,583 person-years). Of the 214 participants who we were able to contact and who confirmed the diagnosis, 88% gave us permission to contact their treating physicians. We obtained information from 170 physicians, who confirmed 97% of the self-reports as MS patients. Of these, 150 patients (102 definite, 29 probable, 19 possible) were diagnosed between enrollment in the study and June 1995. There were 94 physician-confirmed MS patients (62 definite, 18 probable, 14 possible) with first symptoms during the follow-up period.
Age-specific incidence rates of definite and probable MS for the NHS and the NHS II combined are shown in figures 1 and 2⇓ according to date of diagnosis and date of first symptoms respectively. The highest incidence of diagnosis occurred among women in their 30s and 40s, whereas the incidence of first symptoms peaked before age 30. Based on these rates, the expected lifetime risk of having a diagnosis of definite or probable MS would be 4.89 per 1,000 women.
Figure 1. Incidence of MS diagnosis in the Nurses’ Health Study (NHS) and the Nurses’ Health Study II (NHS II).
Figure 2. Incidence of MS clinical onset in the Nurses’ Health Study (NHS) and the Nurses’ Health Study II (NHS II).
The percent of women with a Scandinavian ancestry was highest in the northern tier at birth, and in the southern tier at age 30 (table 1). The percent of Scandinavians was lowest, and that of southern Europeans was greatest, in the eastern zone at all ages, whereas the percent of nonwhites was greater in the Pacific and mountain zones at all ages.
Distribution of ancestry by geographic region at birth, age 15, and age 30 among women in the NHS/NHS II
In the NHS, incidence of MS appeared to increase with latitude of residence at age 15. The rate in the north was 3.5 times greater than in the south, after adjustment for age, ancestry, and longitude (table 2). In the NHS II, the rate in the north was not greater than in the south. The p value of a Wald test for the heterogeneity of the study-specific RRs was 0.05. The incidence of MS was not greater for those residing in the north at age 30. (The age-adjusted RR for the north compared with the south was 0.99 in the NHS and 0.95 in the NHS II). We could not study whether the north–south gradient was constant across longitude due to the small numbers of individuals in zones other than the eastern zone. When using date of first symptoms, the relative rates were qualitatively similar, but with broader CIs. A suggestion of a lower risk of MS was found among women born in the Pacific zone compared with the eastern zone: The multivariate RR was 0.7 (95% CI, 0.2, 2.3) in the NHS and was 0.3 (95% CI, 0.1, 1.2) in the NHS II, but these results are based on small numbers and are not significant (pooled RR, 0.5; 95% CI, 0.2, 1.2). After adjusting for latitude, the association between risk of MS and residing in the Pacific zone at age 15 was greatly attenuated.
Relative incidence of MS diagnosis by latitude tier in the NHS/NHS II*
When we restricted the analyses to NHS women born in the period 1920 to 1934, the age-adjusted relative rate for the northern tier versus the middle tier was 1.9. There were no patients in the southern tier (age-adjusted RR for north versus middle and south combined was 2.1). Among NHS women born from 1935 to 1946, the age-adjusted RRs were 1.3 for the middle and 1.5 for the north, compared with the south.
The relative rates of MS diagnosis by ancestry are shown in table 3. Although in the NHS women of southern European ancestry and other whites had a similar risk of being diagnosed, in the NHS II southern Europeans had the highest risk. Results for Scandinavians, although not significant, suggest an increased risk for Scandinavians compared with all others in the NHS, and a risk similar to other whites in the NHS II. The p value of the test of heterogeneity was 0.05. Note that the results for Scandinavians in the NHS II are based on a small number of participants. Relative risks for nonwhites are presented for completeness only and are not discussed further because the small sample size and the heterogeneity of the group (including a greater proportion of Hispanics, with mixed southern European descent, in NHS II) make difficult the interpretation of the estimates. The relative rates of MS first symptoms by ancestry are shown in table 4. Compared with the results in table 3, there is a marked increase in risk for Scandinavians.
Relative incidence of MS diagnosis by ancestry in the NHS/NHS II
Relative incidence of MS first symptoms by ancestry in the NHS II
Discussion.
In these large prospective studies among US women, we found that the incidence of MS increased with latitude, as reported previously,1-7 but the north–south gradient diminished over time. Women with Scandinavian ancestry had a higher risk of MS in the earlier cohort but not in the later cohort, in which the highest risk was associated with southern European ancestry.
The incidence of MS has been reported from several surveys conducted in North America,13-18 but only one3 reported age-specific incidence rates of MS in the United States. The risk of MS in the NHS and the NHS II is of similar magnitude to the one derived from this study (3.9 per 1,000 women).
Because we did not include the self-reported MS diagnoses that we were unable to confirm in the rate calculations (some participants denied us permission to contact their treating physician, others could not be contacted, and others may have not even reported their diagnosis to us), and because we assumed no cases occurred by age 25, the reported risk of MS in the NHS and the NHS II is probably an underestimate. On the other hand, this risk might have been overestimated if MS was overdiagnosed. Overdiagnosis seems unlikely, however, because the majority of the treating physicians were certified neurologists (89% NHS, 94% NHS II), and the proportion of definite and probable cases of MS (86% NHS, 87% NHS II) were similar to those reported in the literature.19-22 Furthermore, none of the MS diagnoses made by the treating physicians was rejected by the study neurologists who reviewed medical records of a sample of patients, and the diagnoses made by the treating physicians were also consistent with the criteria of Poser et al.11 applied to signs and symptoms reported in the questionnaire. Substantial agreement between observers in classifying MS according to these criteria has been reported before.23 If women with undiagnosed MS had been more likely to join the study, we would have expected to find a greater incidence of MS diagnosis during the first years of follow-up, which did not occur (data not shown).
The NHS studies cover a period during which MRI was used increasingly as a diagnostic aid. Although the diagnosis of MS remains largely clinical,11 MRI is the most sensitive test for demonstrating lesions that are not clinically detectable to satisfy the criterion of dissemination in space.24 Also, MRI is the best test for predicting a future diagnosis of clinically definite MS.25 Thus, generalized use of MRI would identify a larger proportion of patients in the earliest or mildest stages of the disease. Previously published incidence rates in European populations cover periods before the generalized use of MRI, which might contribute to their somewhat lower magnitude. This is also consistent with the increased incidence over time that we found in the NHS studies (data not shown).
Another intriguing possibility is that nurses might actually have a higher incidence of MS than other women. An increased risk among nurses was reported in the Key West cluster of MS,26 and in a survey in northeastern Scotland in 1973.27 However, no increased risk among nurses was detected in a subsequent survey of the same Scottish area in 1980,28 nor was MS listed as a cause of death more frequently than expected among British nurses and nursing administrators.29 Our findings do not support an important excess risk of MS among NHS participants compared with US women in 1970 to 1975.3 The slight elevation we found for MS diagnosis could be explained by the greater proportion of white women, and of women living in the north, along with an increased awareness of the disease and easier access to health care among nurses, so that even very mild MS cases would be detected. Higher MS rates have been found in two large epidemiologic studies of married British women, with duration of follow-up comparable with the NHS. In the Oxford/Family Planning Association study,30 an expected lifetime risk of 5.4 per 1,000 women (including possible cases) was estimated among 17,032 women attending family planning clinics between 1968 and 1974, and followed through 1991.31 In the Royal College of General Practitioners’ Oral Contraception Study, an expected lifetime risk of 6.1 per 1,000 was estimated among a cohort of 46,000 women followed between 1968 and 1996.
Kurtzke et al.1 found a north–south relative risk of 3.5 among white women (and 2.6 among white men) who served in the army during World War II or during the Korean conflict. In a national US survey, the relative incidence of MS during the period 1970 to 1975 was 2.7 for the northern tier relative to the south, both sexes combined (3.1 for women if the same proportions used in Kurtzke’s study apply).3 In the NHS, the incidence of MS was also 3.5 times greater among women residing in the northern tier by age 15 compared with those in the southern tier, after adjustment for age, ancestry, and longitude zone. The north–south difference was greater for women born from 1920 through 1934 than for those born from 1935 to 1946. For NHS II women, born between 1947 and 1964, no increase in the risk of MS was detected among those living in the north. Although borderline significant, these differences between cohorts are consistent with an attenuation over time of the north–south gradient of MS risk among women. If confirmed, this attenuation may provide an important clue to the etiology of MS because it suggests that the environmental factors that determined the north–south gradient of MS risk have also changed in the past few decades. This relatively rapid change is consistent with theories that involve infectious agents (e.g., viruses) in the etiology of MS, and suggests that genetic factors may have had a secondary role in the latitude gradient of the disease.
Since Davenport proposed that Scandinavians have a higher risk of MS and southern Europeans a lower risk than other whites living in North America,32 others have looked into the same issue. An ecologic analysis found a positive association between MS and percent of population reporting Scandinavian ancestry in the state of residence of more than 5,000 US war veterans.33 However, this association was not confirmed when the authors used an individual surname-derived ethnicity. Instead, individuals of southern European ethnicity were found to have a 1.25-fold higher risk of MS than those of other ethnicity.34 Researchers in Alberta, Canada, also found a positive correlation between single Scandinavian ancestry and MS prevalence at the census division level, but again this correlation was not confirmed at the individual level.35 Incidence rates of MS reported from Scandinavian countries36-39 are of similar or lower magnitude than those from the United Kingdom.19-22,40
Our results suggest that US women of southern European ancestry do not have a significantly lower MS risk than other white women. In fact, in the NHS II, southern Europeans have the highest risk. The discrepancy between the two cohorts regarding the relative risk of Scandinavian women may simply reflect the uncertainty associated with the small number of participants of Scandinavian descent in the NHS II. Nonetheless, some methodologic differences between the two studies may also account for part of the difference.
A bias could exist if MS had an earlier onset among southern Europeans compared with the other white groups. Because women in the NHS were older at baseline than those in the NHS II, earlier cases might have been missed more frequently. The net result would be an apparent increased risk for Scandinavians. This is consistent with the observed drop in risk for southern Europeans when only patients with first symptoms during the follow-up are included in the analyses (see table 3).
Another factor that might contribute to the discrepancy is that NHS participants were asked to report their ancestry after most of the MS patients had been already diagnosed, and their responses may therefore be affected by the widespread belief that Scandinavians have a greater risk of MS. Interestingly, the response rate of MS patients to this question is higher than that of non-MS patients (98% versus 83%). The results would be biased if women of Scandinavian descent were more aware of their ancestry, or more likely to report it, after an MS diagnosis. On the other hand, ancestry data from the NHS II were obtained before any MS diagnosis was made, so the results are not subject to this potential bias. Self-reports on ancestry may have some degree of misclassification, but is probably not differential between cohorts. In any case, the NHS II appears to have a more appropriate design to study the association between risk of MS and ancestry. Unfortunately, it contains too few women of Scandinavian descent to permit a precise estimation of their risk.
Acknowledgments
Supported by NIH grants CA40356, CA50385, and NS35624.
Acknowledgment
The authors are indebted to the participants in the NHS and the NHS II for their continuing cooperation, and to Frank Speizer, principal investigator of the NHS. They thank Walter Willett, James Robins, and Marika Hohol for their expert advice; and Al Wing, Mark Shneyder, Karen Corsano, Lisa Li, Mary Louie, Lisa Dunn, Gary Chase, Barbara Egan, and Lori Ward for their technical help.
- Received March 22, 1999.
- Accepted June 11, 1999.
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