The longitudinal course of bipolar disorder (BD) is characterized by a low rate of recovery, a high rate of recurrence, and poor interepisodic functioning. There is a need to invoke a chronic disease management model (CDMM) when treating individuals with BD.
Bipolar disorder (BD) is a highly prevalent and complex medical syndrome of multifactorial origin. It is estimated that about 2% to 4% of the general population is affected by a bipolar spectrum condition. Among clinical samples of depressed patients, the estimated percentage of persons who screen positive for BD is about 10% to 35%.1-3 The longitudinal course of BD is characterized by a low rate of recovery, a high rate of recurrence, and poor interepisodic functioning.4 The standardized all-cause mortality ratio among patients with BD is increased approximately 2-fold.5 Actuarial estimates currently regard BD as possibly the most costly category of mental disorders in the United States.6
The foregoing clinical portrait of BD has only an evanescent similarity to the notions of vecordia and manic-depression, which were articulated by Kahlbaum and Kraepelin, respectively. These and other investigators diagnosed and categorized cyclical mood disorders (ie, BD) primarily on the basis of a favorable symptomatic and functional outcome and the absence of a "dementing" course.7
Results from several recently published longitudinal prospective studies have provided a more refined composite of BD. The symptomatic structure of BD is composed largely of subsyndrome depressive and anxious symptoms that rapidly shift in polarity and severity. For most persons affected, the symptoms of BD pursue an inexorably unremitting course that is accompanied by a progressive increase in vulnerability to recurrence, neurocognitive impairment, and psychosocial dysfunction.
Mortality studies have documented an increase in all-cause mortality in patients with BD. A newly established and rapidly growing database indicates that mortality due to chronic medical disorders (eg, cardiovascular disease) is the single largest cause of premature and excess deaths in BD.5 The standardized mortality ratio from suicide in BD is estimated to be approximately 18 to 25, further emphasizing the lethality of the disorder.
This description of BD points to the need to invoke a chronic disease management model (CDMM) when treating individuals with BD. A CDMM is encouraged for any syndrome, disorder, or disease characterized by multifaceted illness presentation, psychosocial burden, and chronic course. This model of health care delivery emphasizes a multidisciplinary systems-based approach with interventions at macro- (ie, health care system), meso- (ie, clinic structure) and micro- (ie, patient) levels.
Most clinicians are able to immediately intervene at the micro-level on a daily basis. Defining critical end points (ie, symptomatic remission) and using evidence-based guidelines to inform patients making treatment decisions are the guiding principles of a CDMM. Clearly, quantifying and objectifying patient outcomes with symptom measurement tools hitherto has not been common practice in BD management, let alone in the field of psychiatry.8
The encompassing aim in managing a patient with BD is to help him or her achieve wellness. Wellness has been defined and operationalized along 3 dimensions: symptoms, functioning, and pathophysiologic change.9 For many chronic medical disorders in which the pathophysiology has been elucidated (eg, coronary artery disease, diabetes mellitus), the availability of biomarkers has served multiple purposes, including quantification of illness severity, tracking of therapeutic progress, and determination of illness activity. For example, a glycosylated hemoglobin measurement exceeding 6.5% would indicate insufficient glycemic control over the past 3 months.
Since BD, like all psychiatric disorders, has an unknown pathoetiology, no valid and reliable biomarker has been identified as a surrogate for illness activity. In the interim, mental health care providers are encouraged to track patient progress toward illness by quantifying and objectifying "surface-based" phenomena along symptomatic and functional domains.
In this context, it is somewhat surprising that the use of measurement tools has not been common practice in BD. Measurement-based care has been proved to enhance remission rates, functional outcomes, and quality-of-life measures in real-world patients who are depressed and are receiving treatment with conventional antidepressant medications.10 As a starting point, critical end points in mood disorders need to be established and the most effective therapeutic avenues need to be adjudicated.
Remission in major depression
Several multinational expert guidelines on the management of depressive disorders emphasize remission--an outcome that transcends response--as an achievable and more clinically relevant symptomatic end point. Residual depressive symptoms and incomplete remission are associated with early relapse, shorter duration between depressive episodes, chronicity and poor prognosis of comorbid medical disorders, increased use of medical services, and sustained elevation of suicide risk, as well as psychosocial and functional deficits.9,11
The most frequently reported symptomatic outcome measure in clinical trials of antidepressant medications has been the patient's response to treatment, arbitrarily defined as a reduction of 50% or greater from pretreatment in total symptom severity. A categoric response to therapy that fails to achieve a fully asymptomatic remitted state constitutes an unsatisfactory outcome in that it includes patients with ongoing clinically significant disease activity.
Several definitions of remission in depression have been proposed; the most frequently cited definitions include a total Hamilton Depression Rating Scale 17-item (HAM-D-17) threshold score of 7 points or less, and a Montgomery Asberg Depression Rating Scale (MADRS) score of at least 10 to12 points. A limitation of this definition is the presumption that the HAM-D-17 threshold score or the MADRS score is--prima facie--evidence of remission of a depressive episode. Nevertheless, these defini-tions have provided a useful starting point for defining and operationaliz-ing the end of illness activity in depression and serve as guiding principles for researchers and clinicians treating BD.12
Remission in bipolar disorder
Defining critical end points in BD is daunting considering its pleomorphic and fluid clinical presentation, the multidimensionality of the syndrome, its persisting neurocognitive deficits in the absence of overt mood psycho- pathology, its comorbidity or co-occurring syndromes, and its functional impairment across multiple domains.
Enhanced self-reported function associated with illness activity (eg, hypomania) is unique to BD. The multidimensionality of BD presents a unique challenge insofar as a patient with BD who is depressed and who switches into hypomania with a conventional antidepressant medication would be considered in depressive remission but clearly is not in "bipolar remission." Conversely, a person with BD receiving conventional antipsychotic medication for manic symptomatology that subsequently switches into postmania depression is also not in "bipolar remission."
Study results now press the point that neurocognitive deficits are a primary feature of BD; they are highly prevalent and persist in the absence of overt symptomatology.13 Although disparate neurocognitive abnormali-ties have been reported, disturbances in attention, visual memory, and executive function are most consistently reported.
Neurocognitive deficits are of more than subsidiary importance. For example, their presence is associated with poor functional outcome, nonremission, and increased probability of recurrence.14,15 It is conjectured that neurocognitive deficits may comprise an en- dophenotype in BD. If a patient with BD is no longer manifesting depressive or manic symptoms but has persisting neurocognitive deficits that detract from full functional recovery, would we conceptualize this person accurately as being in remission?
The topic of comorbidity in BD is increasingly urgent.16 The term "comorbidity" first appeared in the medical epidemiology literature in 1970, in reference to "any distinct additional entity that has existed or that may occur during the clinical course of a patient who has the index disease under study."17 Community- and clinic-based studies have documented the high lifetime prevalence of, and risks posed by, comorbidity in BD. For example, the National Comorbidity Survey reported that 95% of the respondents with BD met criteria for 3 or more additional lifetime psychiatric disorders.18 The Stanley Foundation Treatment Outcome Network reported that 65% of "patients with bipolar disorder also met DSM-IV criteria for at least one other comorbid lifetime Axis I disorder."19
Taken together, comorbid conditions among patients with BD are associated with several indications of illness severity and hazardous dysfunc- tion. For example, comorbidity is associated with more severe subtypes of bipolar illness, an earlier age at onset, mixed-state presentations, an intensification of symptoms, poor symptomatic and functional recovery, suicidality, diminished acute response to phar- macologic treatment, a decreased quality of life, and an unfavorable course and outcome.19
Medical comorbidity in the patient with BD has negative implications for remission, probability of recurrence, and illness trajectory. For example, migraine, cardiovascular, cerebrovascular, pulmonary, and infectious diseases are frequently cited comorbidities in the bipolar population (Figure).20 Preliminary evidence further suggests that migraine disease may covary with bipolar II more often than with bipolar I, implying that the migraine-bipolar overlap may represent a subphenotype of BD. Compelling evidence now indicates that individuals with BD are differentially affected by obesity, metabolic syndrome, and type 2 diabetes.21 The presence of a metabolic abnormality in the patient with BD is associated with nonremission, increased proba- bility of recurrence, depressive episodes, suicidality, and poor functional outcome.22
Mortality studies indicate that the standardized all-cause mortality ratio in patients with BD is about twice that seen in persons without BD.5,23 The total number of excess deaths in BD is the highest for natural causes (eg, cardiovascular disease), underscoring the specific hazard posed by medical comorbidity. Taken together, the burden of illness attributable to both psychiatric and medical comorbidity in bipolar patients provides the driving force for conceptualizing comorbidity as a primary target for preventive strategies, remission definitions, and therapeutic interventions. Moreover, a synthesis of the medical and psychiatric comorbidity literature in BD allows for a testable hypothesis that co-occurring syndromes may pathophysiologically overlap with BD.
If BD has an overlapping biologic substrate with co-occurring syndromes, would it then be accurate to refer to a patient with BD as being in remission if that person exhibited minimal manic and depressive symptoms, yet was morbidly obese and had type 2 diabetes and hypertension? This scenario would be analogous to the patient with cardiovascular disease who is asymptomatic with normalized blood pressure, but continues to display abnormal lipid parameters and dysglycemia. Would this person be referred to as being in remission?
Euthymia, remission, and recovery
Researchers in BD have traded several phrases back and forth, including euthymia; remission; and syndromal, symptomatic, and functional recovery. A coherent synthesis and preliminary working definition for remission in mania has been proposed. Chengappa and colleagues24 define remission as a Young Mania Rating Scale (YMRS) score of 7 or less at the end point, with no core item of the YMRS (ie, irritability, speech, content, and disruptive-aggressive behavior) having a score greater than 2. The remaining 7 items on the YMRS are to be scored 1 or less, and the total 21-item HAM-D score was to be 7 or less. As a proxy for global functioning, the Clinical Global Impression Bipolar Severity score should indicate that the patient is functionally recovered (ie, score of 2 or lower).24
Although this definition of remission in BD is highly stringent and not consensually accepted, it provides a useful starting point for clinicians. For example, the primacy of an asymptomatic state in BD emanates from this definition. Psychosocial impairment in BD increases with each increment in depressive and manic symptoms. At a corresponding level of severity, depressive symptoms in the patient with BD are as impairing as (if not more impairing than) manic symptoms.4 In keeping with this view, it becomes axiomatic that the elimination of disease activity provides a patient with the greatest probability of functional recovery.
Taken together, these points establish a compelling argument for achieving remission; a prospect for future research is to validate definitions of remission with measurement tools that are likely to be accepted by clinicians working in real-world settings. In the meantime, clinicians should track patient progress and inform patients about treatment options at critical decision points that are ubiquitous in BD.
TREATMENT STRATEGIES FOR REMISSION
Over the past decade there have been several evidence-based, consensus-based, and combined evidence/consensus based guidelines for the treatment of BD. The expanding pharmacopoeia and the development of psychosocial treatment strategies for BD have provided clinicians with more opportunities to benefit individual patients. But how are clinicians expected to select and sequence treatment strategies in BD?
The use of treatment guidelines provides a vehicle to enhance the appropriateness, consistency, quality, and cost-effectiveness of the treatments provided by clinicians. In reality, most guidelines for BD are a hybrid of both expert opinion and consensus, which may be required because pivotal clinical trials in BD often include nonchronic, noncomorbid cases that produce results with minimal ecological validity. Moreover, most clinical studies in BD are pharmacologic monotherapy treatment trials that are primarily designed for product approval purposes rather than for addressing unmet clinical needs. An expert opinion is often required when determining the next course of treatment when index therapies are not sufficient.
A comprehensive review of each of the listed treatment guidelines is beyond the scope of this article. We recommend that clinicians familiarize themselves with at least one treatment guideline and incorporate the algorithm of that guideline into their clinical practice. Increasingly, guidelines are using the concepts of remission to help clinicians choose the next steps in the treatment approach.
Treatment options for acute mania include lithium, divalproex, carba-mazepine, and atypical antipsychotics. There is no compelling evidence suggesting that the overall response or remission rate with any of these categories of treatments is superior to the others. This largely reflects an absence of comparative data rather than proven noninferiority. Research re- sults that agree with clinical experience do, however, indicate that some treatment options may exert a faster onset of action (eg, atypical antipsychotics) for some symptom domains (eg, agitation) compared with other treatment choices (eg, lithium).
All treatment options have been shown to be effective in bipolar mania, while fewer have been established as efficacious in mixed-state presentations. The combination of lithium or divalproex and several atypical antipsychotic drugs (eg, risperidone, olanzapine, and quetiapine) has proved to be more effective than lithium or divalproex monotherapy in the management of acute mania.25 The relative efficacy of atypical antipsychotic medications as monotherapy versus their combination with lithium and divalproex is currently unknown.
Although it is perceived that the presence of psychotic symptoms would invite the need for an atypical antipsychotic, trials that have compared the efficacy of divalproex with olanzapine have failed to establish that divalproex is inferior in the treatment of psychotic mania.25 Nevertheless, most experts would recommend the use of an atypical antipsychotic drug alone or adjunctively in the management of a patient who is manic with psychotic features.
Clinicians often receive conflicting messages regarding benzodiazepine use in the management of BD. Ben- zodiazepines with intermediate half-lives (eg, lorazepam) are routinely included as "rescue medications" in acute mania trials. They are prescribed to treat residual symptoms (eg, anxiety, agitation, and insomnia) and also as antidotes for treatment-emergent adverse events. Generally speaking, judicious use of a benzodiazepine with an intermediate half-life for the short-term treatment of mania may be warranted in carefully selected patients. The long-term use of benzodiazepines is generally discouraged and is associated with several tolerability and safety concerns.
Acute bipolar depression
Episodes of depressive symptoms dominate the course of BD. Nevertheless, established treatments for bipolar depression remain woefully inadequate. During the next several years, practitioners will be exposed to several new treatment options for the management of bipolar depression. The Texas Implementation of Medication Algorithms guidelines for bipolar depression recommend the use of lithium, lamotrigine, or atypical antipsychotics as first- and second-stage treatments for bipolar depression.
Conventional unimodal antidepressant medications (with the exception of the combination of olanzapine and fluoxetine) have been relegated to later stages in situations in which patients are nonresponsive to and/or intolerant of previous medications. This positioning of antidepressants reflects the concern regarding antidepressant-induced hypomania and cycle acceleration in BD. It should be mentioned, however, that a consensus on the sequencing of antidepressants or of their appropriateness in BD does not currently exist.
Maintenance treatment of bipolar disorder
If an ideal maintenance therapy for BD existed (ie, one that completely eliminated any chance of recurrence and provided a restoration of full functioning), then acute therapies would not be needed. Unfortunately, the intermediate and long-term prognosis of BD remains rather disappointing. Results from the Systematic Treatment Enhancement Program for Bipolar Disorder, which combined psychosocial interventions with pharmacotherapy, indicated that about half of the patients with BD who recovered from an index episode experienced a recurrence within 18 months of prospective follow-up.26
The FDA has currently given its approval to lithium, olanzapine, aripiprazole, and lamotrigine for the maintenance treatment of bipolar illness. The selection of a treatment should be based on patient profile, preference, comorbidity, cost, tolerability, and safety. Atypical antipsychotic drugs, as a class of treatment, are increasingly conceptualized as mood-stabilizing therapies for patients with BD. Clinicians are encouraged to familiarize themselves with the profile of efficacy and tolerability for each agent across multiple phases of BD (Table, see Psychiatric Times, October, p 51).
Bipolar II disorder
Relatively few treatments for bipolar II disorder have been proven to be efficacious. This is all the more disconcerting in light of the prevalence of bipolar II disorder and its burden of illness, which is estimated to be similar to, and perhaps to exceed that of, bipolar I disorder. The treatment of bipolar II disorder has often been with the application of therapies already established to be efficacious in bipolar I disorder. Although intuitive, this approach may not always be valid in light of evidence indicating that bipolar II disorder may be distinct from bipolar I disorder in its course, outcome, and treatment re- sponse characteristics.27
Treatment options for bipolar II disorder with proven efficacy in randomized controlled trials include lithium, carbamazepine, lamotrigine (rapid-cycling bipolar II), and quetiapine (bipolar depression).25 The Canadian Network for Mood and Anxiety Treatments guidelines provide a starting point for considering treatment options in bipolar II disorder. We expect that new treatment studies will lead to significant changes in the selection and sequencing of treatments for bipolar II disorder.
BD is a complex, multidimensional medical condition associated with substantial morbidity and mortality. The encompassing aim of managing a patient with BD is to bring about wellness. A CDMM is encouraged as a framework for organizing and integrating systems and treatments for individuals and groups of persons with BD. The use of evidence-based guidelines as a vehicle to select and sequence treatment alternatives in BD is part of any CDMM. A related key element in managing chronic medical conditions is the identification of critical end points and measurement of patient progress.
A working definition for remission in BD has been proposed. Until this and other definitions are validated, measurement-based care is supported by research evidence and will increasingly be a standard of care in the future.
Dr McIntyre is associate professor in the department of psychiatry and pharmacology, University of Toronto, and head of the mood disorders psychopharmacology unit, University Health Network in Toronto. Dr McIntyre is a consultant and speaker for AstraZeneca, Eli Lilly, Janssen-Ortho, Organon, Wyeth, Lundbeck, GlaxoSmithKline, Oryx Pharmaceuticals, Biovail, Pfizer, and Prestwick. He has received research funding from Wyeth, GlaxoSmithKline, Merck, Servier, and AstraZeneca.
Ms Soczynska is a research coordinator in the mood disorders psychopharmacology unit, University Health Network in Toronto. Mr Konarski is director of neuroimaging in the mood disorders psychopharmacology unit, University Health Network in Toronto. Both authors report no conflicts of interest to disclose regarding the subject matter of this article.
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