Making the case for clinical exercise testing in CFS/ME research and treatment

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Making the case for clinical exercise testing in CFS/ME research and treatment Christopher R. Snell, PhD Staci Stevens, MA Mark Van Ness, PhD Brian Moore, PhD University of the Pacific Stockton, California

The Disease with the Dragon Tattoo The Stigma of CFS/ME With apologies to Stieg Larsson

Why won t you talk to doctors? Because they don t listen to what I say Lisbeth Salander, The Girl Who Kicked the Hornet s Nest

Asking the Right Questions Immune Sleep disturbance Flu-like Fatigue Tiredness Difficulty concentrating Pain Muscle Joint Migrating pain Stiffness Neuroendocrine Sensory changes Orthostasis Dizziness Davenport, T.E, S.R. Stevens, K. Baroni, J. Mark VanNess, and Christopher R. Snell. Disability and Rehabilitation, 2011, (1-8).

Van Ness et al 2010 Journal of Women s Health

4.5 4 3.5 3 2.5 2 1.5 1 0.5 0 Average recovery (days) 4.15 1.15 CFS CON The remaining 15% of control subjects recovered within 48 hours Only one subject with CFS recovered within 48 hours! Van Ness et al 2010 Journal of Women s Health

What Does Exercise Intolerance Mean? Diminished functional capacity Reduced physical working capacity Post-Exertional Malaise Exacerbation of symptoms ( flare-up ) Post-Exertional Neuroimmune Exhaustion Immune and neurological symptoms

Overtraining Syndrome Sustained reductions in performance often accompanied by other biochemical, physiological and psychological changes

Overtraining Indicators Physical Constant Fatigue Reduced Performance Muscle Soreness Swollen Lymph Glands Infection Decreased Exercise Heart Rate Behavioral Lethargy Changes in Sleep Pattern Poor Concentration Irritability Clumsiness Sluggishness

Fact or Fiction? Graded exercise is an effective treatment for people with CFS/ME.

Summary of Research Findings on Graded Exercise in CFS Beneficial effect on physiological functioning and health perceptions Mixed effects on self-reported activity level Less adherence to treatment But do people with CFS really improve?

Well Intentioned Exercise that Doesn t Improve Function May 2009 June 2011 VO 2 21ml/kg/min 17.6 = 16% drop VO 2 AT 10 ml/kg/min 8.4 = 16% drop Walking program: Aerobic capacity and anaerobic threshold did not improve.

Assessing Function Vs.

Value of Exercise Testing - Organs and organ systems have built-in reserve capacity - Disease states reduce this capacity - In the absence of stress, reduction in functional capacity isn t always seen - Exercise is an effective way to induce stress

Stressing the System jogging

What is goal of exercise testing? Assess function of the cardio-respiratory system Determine functional capacity Focus on aerobic capacity

Energy Production Two Main Energy Liberation Systems: Aerobic Metabolism - oxygen dependent - very efficient - time intensive - predominates at lower workloads - CO 2 is byproduct Anaerobic metabolism - No oxygen needed - Contributes more at higher workloads - 2 ATP per glucose vs. 30-36 - Lactic acid is byproduct Exercise Intensity

Why the fuss over Lactic Acid? H + Lactic Acid Lactate Altered muscle and blood ph! Pain Reduced muscle function Altered enzyme activity Cessation or reduction in activity

Quantifying Aerobic Capacity VO2 MAX Maximum amount of oxygen system can deliver and combust (L/min). AKA maximal oxygen consumption. Anaerobic Threshold The level of exercise oxygen consumption above which aerobic energy production is supplemented by anaerobic mechanisms. Both VO 2 Max and Anaerobic Threshold (AT) can be determined: 1) Directly measured during a graded exercise test Gas exchange techniques Measurement of blood lactate levels 2) Indirectly estimated by recording HR response or onset of fatigue during a graded exercise test and apply regression equations developed from study populations

Modes of Testing Aerobic Capacity with a Graded Exercise Test -Field tests Cooper 12-minute test Rockport One-Mile Fitness Walking Test 6 minute walk test -Step tests -Treadmill tests -Cycle ergometer tests

Field Tests

Field Tests Advantages Easy to administer Ability to test many individuals at once Require minimal equipment Disadvantages Unmonitored BP and HR Aerobic capacity is estimated. May result in inadvertent max testing in some populations Motivation and pacing plays a big role in results

Comparison of adaptive pacing therapy, cognitive behaviour therapy, graded exercise therapy, and specialist medical care for chronic fatigue syndrome (PACE): a randomised trial 6-min walking test n=110 (69%) Baseline distance (m) 312 52-week distance (m) 379* 1.94-2.35 mph 2 Mets = 7ml/min/kg O 2 Weber/NYHA Severely Disabled *White, et al. The Lancet, 377:9768, 823-836, March 2011

1.94 mph vs 2.35 mph

Treadmill Cycle Ergometer Step Test

Indirect Estimation of Aerobic Capacity Employ regression equations derived from experimental data to estimate Vo 2 max and anaerobic threshold from performance on field tests, step tests, treadmill or ergometer

Limitations of Indirect Assessment May not apply to special populations/disease states Biased by tested population Biologic variability of heart rate response to exercise Dangers of using regression models outside tested values Assumptions must be made Steady state of HR achieved during exercise Linear relationship between measured variable and VO 2 Response for given age group is uniform Mechanical efficiency is same for every individual Individual is not on medications that effect measured variable

May not apply in Disease Mild exercise led to rapid fatigue, with hyperventilation and disproportionate tachycardia. Cardiovascular and Metabolic Responses to Exercise in a Patient with McArdle's Syndrome, Daniel Porte, Jr., M.D., N Engl J Med 1966; 275:406-412August 25, 1966 In conclusion, the association of an abnormal stress response with nonmetabolic factors, including backscatter and blunted peak heart rate Usefulness of at rest and exercise hemodynamics to detect subclinical myocardial disease in type 2 diabetes mellitus. Jellis CL, Am J Cardiol. 2011 Feb 15;107(4):615-21. Epub 2010 Dec 31.

Biologic Variability of Heart Rate SRBD is associated with reduced physical working capacity and a modified hemodynamic response to exercise. The heart rate response to exercise is blunted in patients with sleep-related breathing disorder. Grote L. Cardiology. 2004;102(2):93-9. Epub 2004 Apr 19 Variables affecting heart rate response Medications Ambient temperature Environmental noise Body temperature Elevation Time of day Illness

Biased by Tested Population These findings demonstrate that a novel treadmill-based PRET can yield predictions of VO2max that are acceptably reliable and valid amongst young, healthy, and active adults. The validity and reliability of predicting maximal oxygen uptake from a treadmill-based submaximal perceptually regulated exercise test. Morris M, Eur J Appl Physiol. 2010 Jul;109(5):983-8 These results indicate that a four minute aerobic dance test provides a valid and reliable sub-maximal protocol for estimating VO2max and providing an index of aerobic fitness in apparently healthy 18 to 40 yr old females. A test to estimate VO2max in females using aerobic dance, heart rate, BMI, and age.olson MS, J Sports Med Phys Fitness. 1995 Sep;35(3):159-68.

Regression Modeling Limitations Linear relationship may break down outside of a specified range

Direct Assessment of Aerobic Capacity Maximum Oxygen Consumption (VO 2 max) Anaerobic Threshold (AT)

Principles of Gas Exchange Aerobic metabolism burns O 2 and produces CO 2 By measuring the difference between inspired and expired gases, it can be determined how much O 2 is consumed and how much CO 2 is produced

Maximal Oxygen Uptake VO 2 max is strongly correlated with endurance performance capability Dependent on cardiovascular limitations; ability of heart, lungs, and circulatory system to deliver O 2 to working muscle VO 2 Max

Anaerobic Threshold Exercise intensity above which aerobic metabolism is significantly supplemented by anaerobic energy production. Can be identified through measuring gas exchange Anaerobic Threshold Exercise Intensity

Measuring AT with Gas Exchange Respiratory Exchange Ratio RER (R) CO 2 Produced O 2 Consumed Average R value with modern diet, R = 8.0 With increasing exercise intensity R value exceeds 1? Why?

Measuring AT with Gas Exchange AT

Accuracy of Direct vs Indirect Measurements of Aerobic Capacity Indirect estimates of VO 2 max can routinely vary by + 25% Ventilatory threshold is highly correlated to blood lactate threshold and aerobic performance. Measuring gas exchange allows you to accurately and reliably determine effort

Respiratory Exchange Ratio (VCO 2 :VO 2 ) This physiological response to exercise is consistent in apparently healthy subjects and all patient populations, which makes peak RER the most accurate and reliable gauge of subject effort. A peak RER of 1.10 is generally considered an indication of excellent subject effort Circulation. 2010;122:191-225. 2010 American Heart Association, Inc.

Summary Determining aerobic capacity is crucial when assessing level of function and constructing an exercise protocol. Oxygen uptake and anaerobic threshold are two parameters that are closely correlated to aerobic performance. Direct measurements of aerobic capacity are much more accurate, especially in special populations and disease states.

Moderate to Severe Impairment in CFS/ME Severity of Impairment Peak VO2 # of Group VO2 Predicted (ml/kg/min) patients (ml/kg/min) VO2 (ml/kg/min) None to Mild >25 33 29.5 ± 0.9 38.6 ± 1.2 Mild to Mod 20-25 72 22.1 ± 0.2 35.3 ± 0.8 Mod to Severe 15-20 77 17.2 ± 0.2 34.2 ± 0.6 Severe <15 21 12.1 ± 0.5 33.0 ± 0.6

Reduced Functional Capacity Riley et al., 1990 Demitrack et al., 1998 DeBecker et al., 2000 VanNess et al., 2003 Vermulen et al., 2010 Jones et al, 2011 *Difficult to separate CFS effects from detraining

Exercise Test-Retest Paradigm Waxing and waning of symptoms Fluctuations in fatigue levels * Induced Post-Exertional Effect Test 1 Test 2

Reduced Ability to Utilize Oxygen in the Post-Exertional State Metabolic Dysfunction Peak VO2 (ml/kg/min) 35 30 25 20 15 Test 1 Test 2 CFS Control VanNess, J.M., C.R. Snell and S.R. Stevens. J of CFS, 14(2):77-86, 2007.

Repeated Exercise Tests Demonstrates the effect of postexertional malaise Quantifies the magnitude of the postexertional effect (Fatigue Effect) Informs the mechanisms of the response Reproducibility?

The Abnormal Stress Test: Objective Evidence of CFS Disability Decline in VO 2 peak/at values: 1. Atypical recovery response Abnormal stress test Post-exertional malaise 2. Distinguishes CFS from other illnesses Pacific Study: CFS 24.5% decrease. Ciccolella et al, 2007 Prior: Other illnesses 7.28% variability. Clinical Exercise Testing (Weisman & Zeballos), p.28

TEST-RETEST 70 ATVO2 (ml/kg/min); ATWL (Watts) 60 50 40 30 20 10 ME/CFS ATVO2 CONTROL ATVO2 ME/CFS ATWL CONTROL ATWL 0 T1 Test T2

Failure to Reproduce? Inflammatory cytokine elevation (Klimas et al., 2007) Neuroendocrine dysfunction Cardiovascular abnormalities Mytochondrial abnormalities (Whister et al., 2006, Wong et al.,1992)

Exercise Intolerance - Summary CFS/ME patients have reduced physical working capacity Aerobic energy generation is impaired in CFS Activity exacerbates symptoms

Conclusions Cardiopulmonary exercise testing can provide objective measures of fatigue in CFS/ME (functional endpoint for clinical trials; disability assessment) A single exercise test may be insufficient to distinguish between CFS/ME and sedentary controls As a quantifiable stressor, CPET has the capacity to reveal abnormalities across multiple systems Availability of the RER, a measure exclusive to analysis of expired gases, provides the most accurate and reliable gauge of subject effort

Energy Systems in CFS

Oxygen Debt: Rest is Key Oxygen debt: the difference between oxygen required for activity/exercise and oxygen supplied and used Oxygen deficit = fatigue For CFS ADLs Create Debt Payback Debt with Rest

Credit Card Analogy Athlete Sedentary CFS 5% interest rate 10% interest 50% interest

Activity Biofeedback Maintain heart rate below anaerobic threshold Calculate or measure heart at anaerobic threshold Perceived exertion scale Maintain a log

Rating of Perceived Exertion 6 7 Very, very light 8 9 Very light 10 11 Fairly light 12 13 Somewhat hard 14 15 Hard 16 17 Very Hard 18 19 Very, very hard 20

Sample Activity Log Time Activity HR RPE Body Position Under AT 8:00am Meal 90 10 Sit Yes 8:30 Dishes 120 15 Stand No 9:00 Shower 140 15 Stand No 10:00 Rest 85 10 Lie Yes

Ask the Right Questions 1. What activities do you do you? 2. How do you feel immediately the next day? 3. Do you experience post-activity/pt relapse? 4. Is PT changing ADLs?

Types of Energy/Stressors Physical Cognitive/Mental Social Emotional Spiritual

Dual Focus for Therapy Adaptation by both patient and therapist Increase capacity through activity modification education Balance rehab with quality of life for patient Train the short term energy system

Energy Conservation Education Be Smart: Think Differently

Energy Conservation Therapy Pacing Rest breaks Body Position Sit vs. stand Joint Protection Assistive devices Activity Planning Balance light and heavy tasks

Energy Saving Tips Learn to say no or yes Prioritize Simplify clothing and makeup choices Shower seated Use an answering machine Take it with you Make the bed while you re in it Cook ahead Use a disabled parking placard Pack groceries smart Stevens & Potratz 2002 The CFIDS Chronicle

Analeptic Exercise Functional movement that will not exacerbate symptoms Goal is to improve range of motion and functional strength

Core Concepts Appropriate exercise is movement from which the patient recovers Exercise needs to be restorative physically and mentally Fit program to function Payback: Diaphragmatic breathing Make room for the program in place of another daily activity

Therapeutic Exercise Progression Stage 1: Education and Breathing Stage 2: Stretching with Anaerobic Conditioning Stage 3: Dose Controlled Interval Training Stage 4: Maintenance

Summary Understand activity limitations Develop an individualized plan Identify activity coping style Stay out of debt/energy conservation Anaerobic therapy

How To Tell It s Working Empowerment Improved Quality of Life Sense of Control Off the Roller Coaster/Couch

Case Study CFS, orthostatic intolerance, 17 year old female. ATHR = 110, 38% of predicted VO2 max Symptom ranking: fatigue, feel cold, insomnia CPX Recovery Response: Immediate: extremely tired, achiness in muscles and joints Next day: extreme fatigue, neck, back, muscle and joint pain Recovery Time: 1 week unable to participate in any activity

Activity Biofeedback and Breathing Activity coping style: avoider Plan Stop walking Use HR monitor for ADLs Use breathing for recovery/relaxation Plan enjoyable activity: mini golf, concert

Results Activity monitoring: HR exceeds AT when going upstairs and showering. Adaptation: Rest halfway up the stairs and breathe. Breathing relaxes me and the HR monitor goes down 15-20 beats when I do it. Sit down while showering I can do more without feeling as tired. I was able to go miniature golfing and was tired the next day but was able to do it.

Exercise Program Supine resistance bands and stretching (4 bands) Ball exercises with weights Interval Training

Concert Tips 1. Body Position: recline and rest while driving to concert. 2. Wear support hose or diabetic socks 3. Keep well hydrated 4. Use disabled parking placard to minimize walking 5. Take spray bottle with water to keep cool outside 6. Bring healthy snacks to eat during the event 7. Plan to rest after the concert

Concert Results The concert was great! I followed all of the suggestions and they really helped me. The day after the concert I was tired but on Monday I only felt achy. By Monday night I was back to my pre-concert energy level. Thank you!