Risks for Developing ME/CFS in College Students Following Infectious Mononucleosis: A Prospective Cohort Study, 2020, Jason et al

I'm not sure if I've understood your question.

The group is selected based on those meeting the category at 6 months, e.g. S-ME/CFS at 6 months. The scores at baseline and IM (the single measurement point within 6 weeks of symptom onset) are the scores at those timepoints for those that end up in the 6-month category. So things works backwards from the selection at 6 months.

Let me know if this isn't what you asked
Hi Simon, I got that part. Maybe I misunderstood the study, but I was wondering if similar data existed for the groups that are being classified by diagnostic criteria without working backwards 6 months after IM infection. For example I was wandering how many people in the whole student population (including those that never developed IM) would be in the S-ME/CFS group at time 1 to get a feel for how this matches other prevalence estimates and I thought something similar for the ME/CFS group would be interesting to get a hunch at how often Fukuda might be diagnosing problems not necessarily related to IM or ME/CFS. Does that data exist?
 
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What's the true rate of ME/CFS post IM? (2)

The three other studies I mentioned earlier all have ME/CFS post-IM rates of about 12%. But looking more carefully, they also support higher rates.

1. Katz, 2009 ME/CFS post mono in adolescents
Published rate 13%, corrected rate 17%, Canadian criteria (probably).

13% is an uncorrected figure that does not adjust for losses:.

The study diagnosed 39 cases out of 301 people they tried to contact. However, they were only able to contact 286 (95%) and of the 70 people (24%) of people who did not recover fully, 53 (76% of these) were clinically assessed. 39 of those assessed (74%) were diagnosed with ME/CFS. Correcting for losses, 39/(286x 76%)= 17% of IM cases resulted in ME/CFS at 6 months.

Criteria and thresholds for fatigue and function
"We used the Jason et al. (15) revision (PDF) of the Fukuda (1) criteria to diagnose CFS." Looking at this reference, it appears to be a paediatric implementation of the Canadian criteria, with mandatory components, unlike Fukuda.

Fatigue is assessed by a 7 item frequency and 7 item severity scale, requiring a score of at least 4 on both. Every study seems to have its own approach to assessing fatigue. This seems reasonable. I'm not sure how function is assessed, but there doesn't seem to be a specific scale for consistency.

Overall, the 17% seems reasonable. If these are Canadian criteria (views?), then this 17% would be comparable with the 8% for S-CFS, since almost all ME/CFS cases are Fukuda only. On the other hand, the 23% for the Jason study is significantly higher, and the posts above suggest it includes non-ME/CFS cases. Things look a bit muddy or inconsisent to me.

Comments on Dubbo & Pedersen studies to follow (spoiler: I'm not sure we have any figures we can truly trust).
 
Hi Simon, I got that part. Maybe I misunderstood the study, but I was wandering if similar data existed for the groups that are being classified by diagnostic criteria without working backwards 6 months after IM infection. For example I was wandering how many people in the whole student population (including those that never developed IM) would be in the S-ME/CFS group at time 1 to get a feel for how this matches other prevalence estimates and I thought something similar for the ME/CFS group would be interesting to get a hunch at how often Fukuda might be diagnosing problems not necessarily related to IM or ME/CFS. Does that data exist?
No. Diagnosis involves clinical examination, and was only done for those who didn't recover from IM. But it is an interesting point.

The prevalence of ME/CFS of people under 20 (almost all in this stiudy) is probably aboiut 0.3%, and I doubt many of those are able to attend university. I would be very interested to know how many of the S-ME/CFS group would have qualified for it at baseline, givem that about half had moderate fatigue then, and their symptom rate was high (marginally higher than the ME/CFS group at 6 months (21.2 vs 19.6).
 
No. Diagnosis involves clinical examination, and was only done for those who didn't recover from IM. But it is an interesting point.

The prevalence of ME/CFS of people under 20 (almost all in this stiudy) is probably aboiut 0.3%, and I doubt many of those are able to attend university. I would be very interested to know how many of the S-ME/CFS group would have qualified for it at baseline, givem that about half had moderate fatigue then, and their symptom rate was high (marginally higher than the ME/CFS group at 6 months (21.2 vs 19.6).
Thanks!
 
What's the true rate of ME/CFS post IM? (3: Dubbo)

Dubbo (Hickie,
2006) Post-Infective Fatigue Syndrome and CFS post mono, Q fever and Ross River Virus
Published rate 11% Fukuda CFS and 12% for Post-Infective Fatigue Syndrome, PIFS
35% PIFS for the self-report-only cohort (not clinically assessed).

253 people with positive infection tests became study participants with cliical assessment and blood tests, and a further 177 agreed to take part through self-report only.

29 (12%) of study participants were identified as provisional post-infective fatigue syndrome (PIFS), and 28 of these (11%) were clinically assessed as having CFS. By contrast, 35% of the self report cohort nnnnn were identified as having provisional post-infective fatigue syndrome (PIFS), but these were not clinically assessed. This group also reported higher levels of disability at 6 months.

There is no clear explation of why the PIFS rate was roughly 3x times higher in the self-report group than those assessed. Perhaps the authors didn't understand this finding - they didn't mention it in the abstract. O

(One possibility is that those who didn't agree to be assessed were more sick than those who did, but the study reported only a non-significant trend towards higher baseline symptom scores and worsened disability parameters.)

So, Dubbo gave an unremarkable 11% rate of CFS after 3 different infective agents in its main cohort, but an unexplained much higher rate in the self report one.
 
Trying to work out the make up of the ME/CFS group (I)
OK, I have done my homework @Simon M! My brain is not working very well, so I have not done it as well as I would like, but hopefully it will still contribute to the conversation.

I agree with you that it is worth exploring the higher prevalence of ME/CFS at 6 months following infection reported in Jason 2020 compared to Katz 2009, Hickie 2006 and Pedersen 2019. Jason 2020 themselves write:
Another difference between our study and previous reports [2–5] was the high rate (23%) of ME/CFS following IM; this may be related to very close surveillance in our confined population of college students or high levels of baseline fatigue seen in college students [33].

Putting aside their proposed explanations for now, I think you’re right that the questions used to establish substantial reduction in functioning would allow people who do not have ME/CFS to meet the threshold. However, I'm not convinced that there is a threshold that can be established from questions like that, that would distinguish people who are recovering from IM slowly from people who have been ME/CFS'd.

I think you’re right that the “(moderate) ME/CFS” group in Jason 2020 is likely composed of a mix of those with ME/CFS and other chronic fatigue, and that that may have artificially boosted the prevalence in Jason 2020. Your figures in post 55 showing the baseline fatigue/DSQ etc of each group is particularly helpful here, though knowing what’s going on is a bit more complicated. Is there a premorbid subclinical difference between people who go on to develop ME/CFS and those who do not? Are some actually prodromal without knowing it? Or overexerting?

Having looked at all of the papers, I wonder if the problem starts further back, namely with the decision to give an ME/CFS diagnosis to people who fulfill any of these criteria: Fukuda/IOM/Canadian. I’ll walk through my thinking on this.

Jason 2020’s methodology was most similar to that of Katz 2009 – unsurprising, as Katz was in both teams. Both studies had no initial exclusion criteria - meaning if you got IM, you were in, regardless of what other health issues you brought with you - a telephone screen at 5-6 months, and then a clinical examination of those not recovered.

In the telephone screen stage, in Jason 2020, 34.0% (81/238) were considered not fully recovered or had symptoms at 5 months vs 24.5% (70/286) at 6 months in Katz 2009.

In Jason 2020, 32.1% (26/81) had symptoms but were not considered to have Fukuda, IOM or Canadian-ME/CFS with substantial reduction in functioning, vs 44.3% (31/70) with symptoms but not considered to have Jason’s revision of Fukuda-CFS in Katz 2009. One possibility is that it was easier to get a diagnosis in Jason 2020, because you could get it with IOM criteria alone.

Edited to add this bit which somehow hadn't copied over:

In Jason 2020, we get no breakdown of how many met each set of criteria. All we know is this:
Note that in most cases the ME/CFS group only met the Fukuda criteria [20], while the S-ME/CFS group always met the Fukuda criteria [20] and either the Canadian [21] or IOM [22] criteria.
“Most” could mean anything from 51%-99%. So clarification from the authors on how many cases were diagnosed by IOM criteria alone (and Canadian criteria alone) would be welcome, as it would outrule one possible reason for the higher prevalence in Jason 2020.

The IOM criteria have been demonstrated, by Jason’s team (Jason 2015), to be met by hefty proportions with other disorders:
33% with MS, 47% with lupus, 27% with major depression, 44% of those with idiopathic chronic fatigue not meeting Fukuda criteria and 47% with chronic fatigue due to other disorders.

The last two figures there are the most relevant for this case. You can see from this table that chronic fatigue that does not meet Fukuda criteria is extremely common:

1774613395670.png

Now, you can argue that anyone with those disorders would be weeded out by the physician assessment at 6 months. But establishing many of those alternative diagnoses would require a lot of consulations, and they might be in the early undiagnosable stages in college students. By contrast, Pedersen 2019 excluded 125 people with IM right off the bat, before they even entered the pool for the study:
Exclusion criteria were a) more than 6 weeks since debut of symptoms suggesting acute EBV infection; b) Any chronic disease that needed regular use of medication; c) Pregnancy.

In the Jason 2015 study just discussed:
A team of four physicians and a psychiatrist were responsible for making a final diagnosis with two physicians independently rating each file using the current U.S. case definition of CFS [2]. Where physicians disagreed, a third physician rater was used [3].

In Jason 2020, participants had “a comprehensive medical and psychiatric examination”, but we don’t get granular information on how many were diagnosed with other conditions, or how many fulfilled each set of criteria, or how many fulfilled certain criteria but were ruled out on the basis of not meeting reduced functioning thresholds, which would help us answer the questions you and I have raised.

Getting back to Katz, 12 of those 31 [from this figure 44.3% (31/70)] with symptoms but not considered to have Jason’s revision of Fukuda-CFS in Katz 2009 refused assessment, and one couldn’t do it in the right timeframe, so in theory, Katz’s prevalence could have been higher. For example, if 6 of them were diagnosed, then Katz’s prevalence would have been 15% (39+6)/301. [I see you covered this in a later post.]

What’s a bit tricky is that Katz 2009 accounts for each individual, but Jason 2020 does not. Here’s Katz et al.’s account:

Based on the screening interview, 70 of these adolescents (24%) were assessed as not fully recovered. A clinical evaluation was completed on 53 (76%) of these 70 not fully recovered adolescents; 12 refused, 3 had exclusionary diagnoses (primary depression, transverse myelitis, anorexia) and 2 did not meet study criteria (the fatigue predated the IM or the subject was not able to complete the 6 month evaluation in a timely fashion)…

Following the 6 month clinical evaluation, 39 of the 53 not fully recovered subjects who underwent clinical evaluation were classified as having CFS (13% of the original sample of 301 adolescents)…

Among the 14 other subjects completing the 6 month clinical evaluation, 1 had recovered between the time of the phone interview and the time he/she was seen in Clinic and 13 were classified as CFS explained (1 abused drugs, on more careful questioning 1 subject’s fatigue predated the mononucleosis, 1 had an eating disorder, 1 had an unrelated medical illness, 6 had underlying psychiatric diagnoses, 2 had psychiatric and sleep disorders, and 1 had an intercurrent acute parvovirus infection following IM, so symptoms could not be solely explained by infectious mononucleosis).

In Jason 2020 we don’t get that breakdown.

So I think it’s possible that some relatively small differences in how many alternative explanations were identified and considered exclusionary, and the ease of fulfilling IOM criteria with those unidentified alternative explanations, could contribute to a larger group being given the label ME/CFS than is warranted.

I'll have to come back to the explanations Jason et al. propose when brain working better.
 
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Some other Jason studies have very relevant info. They’re all on people who already have a clinical diagnosis of ME/CFS.

From Jason 2015b:
Of the 795 [ME/CFS] patients in the study, 70.2% met both IOM and Canadian, 18.1% only met the IOM criteria, 11.1% met neither criteria, and 0.6% met the Canadian criteria but not the IOM criteria.
So most of those patients would be in Jason et al. 2020's "severe" group. I'm guessing that an even higher percentage would meet Fukuda + (IOM or Canadian). But there's a chunk meeting only IOM. They would be of significantly longer duration than 6 months.

Jason 2017 is relevant to severity:
58.4% (n = 708) met the IOM criteria, but were not homebound. This group is referred to as the IOM subgroup. 16.5% (n = 200) met the IOM criteria and were homebound. This group is referred to as the Research subgroup. The remaining 25.1% (n = 304) did not meet the IOM [9] criteria. This group is referred to as the Chronic Fatigue subgroup.

So the “Research” column in the table below refers to patients who both fulfil the IOM criteria and are homebound.
1774614048726.png

It would help if we had that breakdown for the Jason 2020 cohort.
 
The authors reported no statistically significant result at time 1 for anxiety (BAI questionnaire) and depression (BDI-II) but I think this is because they arbitrarily split the ME/CFS group into two. I believe that if the 49 ME/CFS patients were taken as a whole and compared to the recovered control group, many of the baseline values would show a statistically significant difference as the difference are quite obvious (see calculations below).
Now to come back to @ME/CFS Science Blog's point, which is that Jason's entire ME/CFS cohort would have had statistically higher anxiety and depression at baseline than controls.

@Simon M has demonstrated above that despite similar Physical Component Scores, those who fulfilled one or more sets of ME/CFS criteria at 6 months in Jason 2020 had worse fatigue and De Paul Symptom Questionnaire scores at baseline than those who recovered, with that being particularly true of those who fulfilled more than one set of criteria (Fukuda/IOM/Canadian). In other words, there was something amiss at baseline.

As a reminder, here are the figures.
The columns are Group - Time 1 (before IM) - Time 2 (within 6 wks of IM diagnosis) - Time 3 (6 months after IM)

1774623424952.png

So before getting IM, were those with 2xcriteria-ME/CFS and at least some with 1xcriteria-ME/CFS already brewing what would go on to be ME/CFS once triggered? Or were some of them depressed/anxious? And others not leading a healthy lifestyle e.g. not sleeping enough, not eating well, partying too much, studying +/- working too much?

The real question is whether the relationship would persist if the potential problems with the 1xcriteria-ME/CFS group identified by @Simon M were sorted.
 
On the ~3x higher self-report group rate difference in Dubbo: not able to look at this in detail but isn't ascertainment bias going to be another possibility - the cases in the main cohort underwent medical & psychiatric evaluation and exclusion of other causes. There was only one exclusion on medical grounds in those assessed but those who refused may have differed in that respect. Then there is the manner & nature of the assessment - we know that clinical input & assessment can change patient reporting; detailed consideration of alternative diagnoses and evaluation for them may be reassuring for many patients and may lead to more favourable self-assessments of symptom burden.

Additionally while baseline symptom scores may not have differed to a statistically significant degree there may have been differences in symptom patterns - those with symptoms causing greater impairment of mobility might have been less likely to volunteer for in-person assessments than those with more brain fog, for instance - not sure if the questionnaires they used would have captured that. That may be especially relevant given that it was a cohort spread over an area in "rural Australia, encompassing a 200 km geographical radius".

Also:
The patients who elected to participate by self report only with less frequent follow-up apparently had a more severe and protracted illness course, potentially suggesting a bias against inclusion of participants with more severe illness in the main cohort.
The self-report group had less frequent follow-up (they don't seem to say exactly how often). Some patients have fluctuating symptoms; if your measurements are sparser the illness may also look persistent when it is actually waxing and waning over time. Again, not sure if the questionnaires would have captured that. And there might have been geographic differences - the most isolated rural patients may have had less access to medical or other supportive care and been more likely only to agree to self-report - it doesn't seem as though the authors report on that potential aspect.
 
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@Simon M, this next bit is directly relevant to your query regarding whether substantial reduction in functioning might have been measured in a way that meant thresholds were too low.

The next quote and table are from Jason 2017, which I also quoted above. Note "Research" group = group meeting IOM criteria and "homebound":
The percent reduction in hours spent on activities for household, social, family, and work activities was significantly higher for the Research group compared to the IOM and Chronic Fatigue group. Additionally, the reduction was higher for the IOM group compared to the Chronic Fatigue group. This suggests that, although these individuals had substantial reductions in activities, their reductions were not as large as the IOM and Research groups.

1774694857885.png

It seems to me that it would not be possible to set thresholds that would reliably distinguish between the chronic fatigue and IOM groups in Jason 2017. The small differences between the chronic fatigue and IOM groups in Jason 2017 are reminiscent of the small differences between the recovered and ME/CFS groups in Jason 2020.
 
Jason is very aware of the issues here - it's a long-standing goal of his research to get case definition right. For example, these quotes are from a 2018 interview with David Tuller regarding case definition:
The stakes are high, for if you have an inappropriately wide case definition for research purposes, you will bring into your studies many fatigued people with a variety of conditions. In other words, if you identify the wrong patients, then your study will make conclusions about people who do not have ME, and you will have significant barriers to engaging in critical scientific activities such as estimating accurate prevalence rates or identifying biological markers.
My case is simple. You need to have one research case definition that is used by scientists throughout the world. The clinical case definition can be broader, but the research case definition has to be tightly focused on those with the illness so that results can be replicated in different laboratories.

So I think that they would argue that they operationalized the definitions in ways that would not have identified the wrong patients as having ME/CFS.

Time to get back to the reasons they propose for the higher prevalence in their study:
Reason 1: "very close surveillance in our confined population of college students"
I don't see evidence that they were surveilled any closer than those in other studies.

I do think that as a single-centre study, Jason 2020 would have a better chance of lower loss to follow-up. But no information is given on this (unless I have missed it), so we don't know for sure.

Katz 2009 recruited from multiple places:
The adolescents were identified via school nurses (middle school, high school and college/university), pediatric practices, including the Pediatric Practice Research Group (14) and the Virology Laboratory of Children’s Memorial Hospital.
which might have contributed to higher loss to follow-up at 6 months. Simon M adjusted for that above, resulting in a prevalence of 17% rather than 13%.

Pedersen 2019's recruitment was, like Katz 2009, over a geographical area. They lost a lot (see fig 1 study flowchart).

So in theory, if Jason 2020 didn't lose anyone to follow-up, and Katz and Pedersen lost some cases to follow-up, Jason 2020's prevalence could be more accurate. But I think the next point is more pertinent.


Reason 2: high levels of baseline fatigue seen in college students
First, do we really know that baseline fatigue is likely to be higher in college students compared to people of similar age in school/work? The Cotler study reference is just about college students.

Second, this seems likely to mean that people were misdiagnosed with ME/CFS on the basis of their baseline fatigue due to things other than ME/CFS, perhaps particularly fatigue due to lifestyle. This is supported by the fact that the ME/CFS group means go back closer to their baseline means at 6 months than the S-ME/CFS group means, as illustrated by Simon M above, suggesting that only a small proportion of the ME/CFS group probably has ME/CFS, as suggested by Simon M above.

Since Jason et al. 2020 was the only one to use the IOM, I'd like to see what the prevalence would have been if only those fulfilling either Fukuda or Fukuda+Canadian were considered as having ME/CFS. If it's still higher than other studies, then further homework is required.
 
I keep thinking about @Simon M's graphs in his post above, and thinking that many in the ME/CFS group should not have met any criteria, because all require that the fatigue is new.

If an individual's DSQ/FSS/other scores at 6 months are almost the same as their baseline scores, they should not be considered to have met any criteria.

Here are the numbers again:
As a reminder, here are the figures.
The columns are Group - Time 1 (before IM) - Time 2 (within 6 wks of IM diagnosis) - Time 3 (6 months after IM)

1774623424952.png

And here's what each definition says about newness:
Fukuda:
A case of the chronic fatigue syndrome is defined by the presence of the following: 1) clinically evaluated, unexplained,
persistent or relapsing chronic fatigue that is of new or definite onset (has not been lifelong); is not the
result of ongoing exertion; is not substantially alleviated by rest; and results in substantial reduction in previous levels of occupational, educational, social, or personal activities; and 2) the concurrent occurrence of four or more of the following symptoms, all of which must have persisted or recurred during 6 or more consecutive months of illness and must not have predated the fatigue

Canadian:
Fatigue: The patient must have a significant degree of new onset, unexplained, persistent, or recurrent physical and mental fatigue
that substantially reduces activity level...
Often there are significant headaches of new type, pattern or severity...
new sensitivities to food, medications and/or chemicals...
To be included, the symptoms must have begun or have been significantly altered after the onset of this illness.

IOM:
A substantial reduction or impairment in the ability to engage in pre-illness levels of occupational, educational, social, or personal activities, that persists for more than 6 months and is accompanied by fatigue, which is often profound, is of new or definite onset (not lifelong), is not the result of ongoing excessive exertion, and is not substantially alleviated by rest, and...
 
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