ARTÍCULO ORIGINAL

 

Reference values for areal bone mineral density among a healthy Mexican population

 

Valores de referencia para la densidad mineral ósea expresada en área para una población mexicana sana

 

 

Juan Tamayo, MD^I; Rodrigo Díaz, PhD^II; Eduardo Lazcano-Ponce, DrSc^II; Madeline Muñoz, MSc^IV; Gerardo Huitrón, MD^III; Elizabeth Halley, MSc^V; Juan Carlos Díaz-Montiel, MSc^IV; Jyoti Mudgal, PhD^IV; Mauricio Hernández-Ávila, PhD^II; Jorge Salmerón, DrSc^IV

^IComité Mexicano para la prevención de la Osteoporosis
^IICentro de Investigación en Salud Poblacional, Instituto Nacional de Salud Pública
^IIICentro de Investigación en Ciencias Médicas, Universidad Autónoma del Estado de México
^IVUnidad de Investigación Epidemiológica y en Servicios de Salud, Morelos. Instituto Mexicano del Seguro Social
^VUnidad de Enseñanza, Investigación y Calidad. Instituto de Salud del Estado de México

 

 

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ABSTRACT

OBJECTIVE: Compare the influence of ethnicity in the prevalence of osteopenia and osteoporosis in various Mexican populations using two normal dual X-ray absorptiometry (DXA) reference databases: manufacturer's incorporating US Hispanic population and a normal mestizo Mexican population.
MATERIAL AND METHODS: MMP included 9 946 subjects participating in an ongoing long-term cohort study focusing on lifestyle and chronic diseases, of which 6 487 MMP males and females aged 7 to 80 years were the normal subjects used to determine bone density T- and Z-scores, following WHO criteria, and peak bone mass values. Abnormal bone mass density values estimated by the manufacturer's and peak bone mass reference values were compared.
RESULTS AND CONCLUSIONS: Our results show that by using the manufacturer's T-score values in the mestizo Mexican population we are underestimating the number of abnormal bone mass BMD populations.

Key words: bone densitometry, normal reference values, ethnicity, Mexico

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RESUMEN

OBJETIVO: Comparar la influencia de la etnicidad en la prevalencia de osteopenia y osteoporosis en varias poblaciones mexicanas utilizando dos bases de referencia normal de densitometría de rayos X (DXA): referencia del fabricante que incorpora hispanos en Estados Unidos y datos de una población mestiza mexicana.
MATERIAL Y MÉTODOS: Un total de 9 946 sujetos de población mestiza mexicana participantes en una cohorte de largo plazo dirigida al estudio de estilos de vida y ocurrencia de enfermedades crónicas; de los cuales 6 487 sujetos sanos de ambos sexos, con edad entre los 7 y los 80 años, fueron utilizados para determinar los valores T, Z, de acuerdo a los criterios de la OMS, así como a los valores de masa ósea pico. Se compararon los casos de densidad mineral ósea anormal de acuerdo a los valores de referencia del fabricante y los valores de masa ósea pico de la población mestiza.
RESULTADOS Y CONCLUSIÓN: Las bases de referencia del fabricante subestima significativamente el número de casos con densidad mineral ósea anormal en la población mestiza mexicana.

Palabras clave: densitometría ósea, valores normales referencia, etnicidad; México

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Osteoporosis and its most common complication, fragility fractures, are well recognized internationally as public health problems.^1-6 Mexico is no exception, as femoral fractures account for nearly 40 000 hip replacement surgeries performed in the nation each year^7-13 with an estimated direct cost of 800 000 US dollars. In 1994, the World Health Organization (WHO) developed criteria to classify bone mineral density (BMD) values as an estimation of lifelong relative fracture risk¹⁴ and to classify people as osteopenic or osteoporotic based on the low energy dual x-ray absorptiometry (DXA) T-score values of healthy young adults (20 to 40 years old). BMD is influenced by genetic and lifestyle factors which may significantly vary between ethnic groups. BMD reference values for the US Hispanic population are available from the National Health and Nutrition Examination Survey (NAHNES) and can be found in clinical equipment software. However, there are no such reference values available for the healthy Mexican population, which is ethnically distinct from the US Hispanic population.

Over the last 15 years, DXA has been widely used to determine bone mineral density (BMD) at different anatomical sites. This technology has been used for early detection of individuals at high risk of osteoporotic fractures. According to these WHO criteria, T-scores should be developed based on mean BMD values +/- standard deviation (SD) among a reference population of healthy young adults (20 to 40 years old). These criteria have been adopted as the optimal bone strength reference values to qualify as osteopenic or osteoporotic, based on the BMD evaluation. A T-score value above 1.0 SD is considered normal, between -1.0 and -2.5 SD as osteopenia, and below -2.5 as osteoporosis.^14-16 A Z-score was also developed as a comparison for BMD determinations against age- and gender-matched healthy individuals. The lifelong relative fracture risk for the osteopenic range increased to 1.6 and it was over 2.0 for the osteoporotic range. The prediction is stronger if data is analyzed for the specific region of interest, namely, if one measures femoral neck results to predict the relative risk of having a femoral neck fracture; in such an example the relative risk increases to over 2 for an osteopenic BMD value and to over 6 for osteoporotic values.¹⁴

In order to minimize the differences between reference populations, researchers sought to generate BMD reference values for different ethnic groups in the United States based on National Health and Nutrition Examination Survey (NHANES) data.^17-19 T-scores for Hologic and Lunar instruments have thus been developed for specific anatomical regions among 20 to 40 year-old healthy adult men and women and for different ethnicities. During the last 10 years, these estimates have been used as reference values for operational and diagnostic purposes at the clinical level.

In recent years, the use of BMD T-score values for different ethnic groups and countries has been questioned in light of increasing evidence that the true maximal bone strength at skeletal maturity is the peak bone mass (PBM), representing the optimal bone mass of an individual.²⁰ It is now believed that a T-score computed using this optimal bone strength value (PBM) may be a better reference than the mean of a healthy young adult population because bone mass is still increasing^21-22 in individuals between 20 and 30 years of age. Therefore, including sub-optimal BMD estimates in the calculation of T-scores may lead to a significant underestimation of osteopenic and/or osteoporotic cases.

BMD is the strongest predictive factor of fractures that can be assessed with high reproducibility and specificity.^22-26 To use this predictor in Mexico, it is thus crucial to have reference PBM values for the Mexican population in order to compute a T-score that truly reflects optimal bone strength at skeletal maturity. Adopting national standards based on BMD reference values and T-score estimates for our population may improve the assessment of osteoporosis in Mexico. Since anti-fracture interventions provide over 50 percent protection against osteoporotic fractures after the first year of treatment, improved ability to assess fracture risk would improve both public health decision making and clinical outcomes.³

The aim of the study is to provide BMD reference values based on a healthy, urban Mexican population aged 7 to 80 years and stratified by sex, enabling us to estimate the PBM reference values for the Mexican population. These values are necessary for computing a T-score that truly reflects optimal bone strength at skeletal maturity in this population. Using these BMD reference values, we are able to calculate optimal BMD T- and Z-scores, both according to WHO criteria and PBM values. Adopting these reference values as a national standard can improve public health practices and clinical assessment of osteoporosis in Mexico.

 

Material and Methods

Study Population: The present analysis was performed with healthy employees and their healthy relatives from three different health and academic institutions: Instituto Mexicano del Seguro Social (IMSS) and the Instituto Nacional de Salud Pública (INSP) in Cuernavaca, Morelos, Mexico, and employees from the Universidad Autónoma del Estado de México (UAEM) in Toluca, State of Mexico. Subjects recruited for the study were participating in the first stage of an ongoing, long-term cohort study focusing on lifestyle and health, approved by the respective ethical committees of each participating institution; informed consent was obtained in all cases. Out of a total population of 13275 study candidates identified between March 2004 and April 2006, 9467 employees were invited to participate in the cohort study and a total of 8 307 adults were formally enrolled. Those participants who were parents of children 7 to 18 years of age (about 20% of the employees) were also asked to invite their children to be part of the study. Of those willing to participate, 1639 youths were formally invited and enrolled in the study. Thus, a total of 9946 subjects between 7 and 92 years of age were formally recruited. BMD determinations in this study population constitute part of a more extensive epidemiologic evaluation designed to prospectively evaluate different hypotheses about the relationships between lifestyle and chronic disease occurrence in Mexico.

For the present analysis, we excluded subjects older than 80 years of age as well as participants with chronic diseases that may affect bone metabolism and/or alter the BMD values, such as: diabetes (n=631), cancer (n=96), obesity (BMI >35, n=262), arthritis (n=286), kidney stones (n=182), renal dysfunction (creatinine >2 mg/dL for men, >1.8 mg/dL for females, n=283) previously diagnosed osteopenia/osteoporosis or fractures after the age of 45 (n=64), use of medications that may alter bone metabolism (n=69), and weight change in previous year (>10 kg, n=89). We also excluded pregnant women and those women who were unable to undergo BMD measurements. The final healthy reference population for the present analysis is 6 478. This large sample allowed us to estimate PBM as well as T- and Z-scores. The general characteristics of this population are depicted in table I.

 

 

BMD assessment

Bone density measurements were performed at the non-dominant proximal femur, the lumbar spine (L1-L4), and whole body using a DXA Lunar DPX NT instrument. The user manual instructions and International Society of Clinical Densitometry (ISCD) procedures were strictly followed.^16,27 Standardized densitometry technicians performed all BMD measurements. Standard calibration of instruments was performed daily using the phantom provided by the manufacturer; technicians ensured that the daily variation coefficient (VC) was within normal operational standards and in vivo VC was lower than 1.5%. Results obtained by DXA are expressed as grams of hydroxyapatite per square centimeter (WHO Technical Report Series: Prevention and Management of Osteoporosis. http://whqlibdoc.who.int/trs/WHO_TRS_921.pdf).

T- and Z-scores estimates procedures

In order to compute T-scores by specific site (total body, femur and lumbar spine), we first estimated the reference value for PBM in our population following a previously reported procedure.²⁸ Briefly, we calculated the difference in g/cm² between the BMD of a subject and the PBM for the corresponding sex. The difference between these values is expressed as standard deviation (SD), or in other words, the difference between the studied subject and the PBM is standardized. The T-score obtained with this method represents the difference expressed by the number of standard deviations between the Young Normal (YN) value of the population of the same sex and the BMD of the subject studied. This sequence is summarized by the following formula:

Similarly the Z-value or Z-score represents the comparison between the subject's BMD and the mean BMD value of the healthy adult population of the same age and sex, referred to as Adult Mean Normal (AMN). It is also used as a measure of the standard deviation of the reference population. The formula is:

 

Results

We evaluated 6 478 healthy men and women from 7 to 80 years of age who did not have conditions affecting bone health, out of a total of 8307 adults and 1603 of their children formally enrolled in the first stage of an ongoing, long-term cohort study focusing on lifestyle and health. This recruitment strategy allowed us to have a cohort with healthy bones resembling the real ethnical mixture of a socioeconomic urban middle class population reflecting a wide sector of the Mexican population.

As shown in figure 1, BMD increases from infancy on and reaches PBM sometime between the late twenties and the mid thirties. Once PBM is reached, there is a progressive decrease in BMD with advancing age; these values curve as the population grows older and vary by sex and by skeletal region. Male BMD values are always greater than female BMD values. As shown in Figure 1, males reach the PBM subtotal of the skeleton and whole body BMD values (excluding the skull) between ages 22 and 25, while females do so at 27. Males reach PBM of the total femur measurement at age 23, while females reach it at age 27. Males and females both reach PBM of the lumbar spine at age 32.

 

 

Z-score values are depicted in figure 2. The curves for female BMD values are dramatically different than those for male values; male values are greater than female values starting in early childhood and continuing throughout life. It should also be noted that the values decrease less dramatically for males in later adulthood compared to females. Z-scores reflect a comparison of the individual patient compared to age- and sex-matched controls and can be used to evaluate follow-up studies in other clinical applications.

 

 

According to WHO recommendations, computation of the T-score is necessary to establish the cut-off point for defining the presence of osteopenia and/or osteoporosis in each specific population. Therefore, both the method for computing T-scores and the reference population used for these computations must be optimized to generate accurate frequency estimates of these health problems. Currently, using instruments on one population that have been calibrated for another can thus impede accurate measurement. The DEXA instruments used in Mexico compute T-scores according to the BMD mean derived from a reference population of healthy US Hispanics between ages 20 and 40. In table II, we document the differences in the number of osteopenic and osteoporosis cases that occur when US Hispanics versus Mexicans are used as reference populations.

 

 

Our results indicate that, by using the normal reference T-scores obtained from the BMD values for the normal female population aged 20 to 40 in our cohort to classify the individual BMD values obtained from two large patient populations (the abnormal population in our cohort and the BMD data obtained and kindly provided to us by Deleze, Cons et al. [previously used for another publication²⁹]) that included 4460 women aged 50 and older who were classified as normal, osteopenic or osteoporotic by 10 densitometry centers located across the country, a higher prevalence of osteopenia and osteoporosis is observed compared to the prevalence obtained using the reference population of healthy US Hispanics integrated in the densitometer by the manufacturer (see figure 3 and tables A.1-A.4 at the appendix). If we restrict the reference population to only those between the ages of 30 to 40 years, there is not a greater underestimation of cases of osteopenia and osteoporosis found using the manufacturer's database (figure 3). If the T-score is computed using the PBM value instead of mean BMD, which we consider to be a more realistic way to define the optimal bone quality reached at skeletal maturation,²¹ the degree of discrepancies between the manufacturer's and our estimates of osteopenia and osteoporosis are substantially similar using the T-scores obtained from either of our Mexican populations (women ages 20 to 40 or ages 30 to 40 years old) (figure 3).

 

 

It is clear that by using the manufacturer's T-score values to classify our abnormal Mexican population, we are underestimating the number of abnormal BMD cases. Using either our own T-scores calculated for populations aged 20 to 40 or 30 to 40, or our PBM, we found that 24.22% of the cohort population is osteopenic, whereas using the manufacturer's T-score for this value is only 16.52%. The results are similar for osteporotic classification: using PBM we detect a prevalence of 9.73% versus 6.79% when using the manufacturer's values. Analyzing the data obtained from the Deleze, Cons cohort with the same criteria, it also became clear that there is a significant underestimation, restricted only to the femoral neck region (tables A.1-A.4 at the appendix).

Tables III.1-III.2 provide a comprehensive reference for the PBM-derived T-score values for a male and female Mexican population. These tables include reference values for both sexes for the 1) total skeleton (excluding the head from whole body scans), 2) the complete proximal femur, and 3) the lumbar region (L1-L4). Tables IV.1-IV.18 describe the Z-score for the same population, depicting each age and the corresponding BMD. These tables can be used manually to find the T-score and Z-score for the urban Mexican population.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Discussion

WHO guidelines are helpful for clinically adapting previous definitions of osteoporosis; practically speaking, these guidelines allow for greater accuracy when describing the extent and characteristics of osteoporosis. However, the expert panel that created these guidelines recognized that they would likely change as new knowledge was gathered.³⁰ Today, it has become quite evident that fracture risk is also affected by factors other than BMD; not all individuals with low BMD will fracture, while some with normal BMD will.³¹ Also, WHO criteria define low BMD without regard to an individual's age, missing a key element of fracture risk. For example, though a 40 year-old and 65 year-old woman may have the same BMD levels, the older woman's probability of suffering a fracture is increased by the concurrent presence of other risk factors.^33-35 In addition to excluding age from risk assessment, WHO criteria do not use PBM values as the optimal bone quality, using the less accurate mean BMD distribution for young adults (20 to 40 years old). The rationale behind the use of this age range is not clearly identified, nor is it clear how to form a reference group for populations that include different racial or ethnic groups.^{22-26, 32}

For Mexico, as well as for many other developing countries, the importance of having BMD T-score reference values that reflect the population's unique characteristics has become a critical issue.^33,34 Several studies have shown that the reference data provided by manufacturers for a US Hispanic population may lead to dangerous underestimations of the population at risk.^18,34-38 The reference databases provided by manufacturers do not reflect the complex heritage of the Mexican population, also called mestizo, which reflects both indigenous Mexican and Spanish ancestry.

To address a few of these emerging issues, we used the worker's cohort study data with the T-score reference values that reflect the population's unique characteristics to study bone density data from a large number of subjects of both sexes, age 7 to 80. This was done in order to determine whether there were differences in the number of people classified as having a higher than normal lifelong relative risk of having a fracture, in order to build a normal mestizo reference database that allowed us to define the age at which PBM is established at different skeletal sites. To the best of our knowledge, our study is the largest reported in Latin America, with a data set comprised of healthy, urban mestizos from early childhood to old age, which may represent more than 70% of the Mexican population. PBM and T-scores derived for this population differ significantly from values derived from commercial manufacturer's US Hispanic database, with our data reflecting significantly higher values and a curve indicating that age-dependent BMD loss is also very different. The T-score derived from our PBM values had only an 86% concordance with the manufacturers' Hispanic values that classify the normal population using PBM reference values, and up to 89% for T-score values for the population aged 20 to 40. Using our reference values, the number of people in the range of osteopenia and osteoporosis increased by 31 and 32 percent, respectively. As expected, this lack of concordance between the Mexican database and the manufacturers' Hispanic database increases as age increases. Revising estimates of fracture risk based on our numbers will have a major clinical impact since fracture prevention interventions will increase.²⁹

Since our Mexican database of reference values are not currently included in the software of commercial densitometers used in Mexico, interested users can classify their specific BMD values reported by these instruments according to the reference values presented in the BMD tables of this report (tables III.1-III.2, IV1-IV.18). Having normative BMD reference values for the urban Mexican population will be very relevant for our densitometry community. This more accurate normative reference data may give us the opportunity to improve the decision making process used in the prevention and care of bone density-related public health problems, though we must ensure that it does not simply amount to an increased burden on an already strained healthcare system. These considerations should be taken into account by policy makers in order to improve the Mexican healthcare infrastructure as well as to seek new ways to address the growing populations' healthcare needs.

 

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Received on: October 10, 2008
Accepted on: December 11, 2008

 

 

Address reprint requests to: Dr. Eduardo Lazcano-Ponce, INSP, Centro de Investigación en Salud Poblacional. Av. Universidad N° 655 Col. Santa María Ahuacatitlán 62508, Cuernavaca, Morelos, Mexico.
E- mail: elazcano@insp.mx

 

 

Appendix