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Early Diagnosis And Management Of Malignant Distal Biliary Obstruction: A Review On Current Recommendations And Guidelines

Authors Fernandez Y Viesca M, Arvanitakis M

Received 13 September 2019

Accepted for publication 23 October 2019

Published 5 November 2019 Volume 2019:12 Pages 415—432

DOI https://doi.org/10.2147/CEG.S195714

Checked for plagiarism Yes

Review by Single anonymous peer review

Peer reviewer comments 2

Editor who approved publication: Professor Andreas M. Kaiser



Michael Fernandez Y Viesca, Marianna Arvanitakis

Department of Gastroenterology, Hepatopancreatology and Digestive Oncology, Erasme Hospital, Univertié Libre de Bruxelles (ULB), Brussels, Belgium

Correspondence: Marianna Arvanitakis
Department of Gastroenterology, Hepatopancreatology and Digestive Oncology, Erasme Hospital, Univertié Libre De Bruxelles (ULB), Route De Lennik 808, Brussels 1070, Belgium
Tel +3225553712
Email [email protected]

Abstract: Malignant biliary obstruction is a challenging condition, requiring a multimodal approach for both diagnosis and treatment. Pancreatic adenocarcinoma and cholangiocarcinoma are the leading causes of malignant distal biliary obstruction. Early diagnosis is difficult to establish as biliary obstruction can be the first presentation of the underlying disease, which can already be at an advanced stage. Consequently, the majority of patients (70%) with malignant distal biliary obstruction are unresectable at the time of diagnosis. The association of clinical findings, laboratory tests, imaging, and endoscopic modalities may help in identifying the underlying cause. Novel endoscopic techniques such as cholangioscopy, intraductal ultrasonography, or confocal laser endomicroscopy have been developed with promising results, but are not used in routine clinical practice. As the number of patients with malignant distal biliary obstruction who will undergo curative surgery is limited, endoscopy has a crucial role in palliation, to relieve biliary obstruction. According to the last European guidelines published in the management of biliary obstruction, self-expandable metal stents have a central place in biliary drainage compared to plastic stents. Endoscopic ultrasound has evolved impressively in the last decades. When standard techniques of biliary cannulation by endoscopic retrograde cholangiopancreatography fail, endoscopic ultrasound-guided biliary drainage is a good option compared to percutaneous drainage.

Keywords: distal biliary stricture, pancreaticobiliary malignancy, preoperative biliary drainage, self-expandable metal stent, palliative biliary drainage

Introduction

Malignant distal biliary obstruction (MDBO) is still a diagnostic and a therapeutic challenge requiring a multidisciplinary approach. Diagnosis of the underlying disease is often made at an advanced stage, leading to poor outcomes, as well as causing debilitating symptoms and negatively affecting the quality of life of patients1. MDBO can be the initial presentation of the disease, such as painless jaundice in patients with pancreatic adenocarcinoma, or occur during the progression of the disease once the diagnosis is established.2 The role of the endoscopist can be crucial in the diagnostic, therapeutic and palliative management, depending on type and stage of the malignancy. This review aims to explore etiologies and diagnostic modalities as well as the role of endoscopy in the management of MDBO.

Etiology, Epidemiology And Natural History

MDBO is the result of an extrinsic bile duct compression or an intrinsic development, either primitive or secondary from metastases into the bile duct3 The two main etiologies are pancreatic adenocarcinoma (mostly located in the head or the uncinate process) and cholangiocarcinoma (CCA). The other causes are represented by ampullary/duodenal carcinoma, gallbladder (GB) cancer and metastatic diseases that infiltrate the head of the pancreas and the common bile duct (Table 1).4 Pancreatic cancer is the second most common digestive cancer and will become the second leading cause of cancer-related death by 2030.5 Approximatively 70% of patients with pancreatic cancer present with MDBO.6 CCA is the second most common hepatobiliary cancer in the world. Distal CCA (dCCA) accounts for approximately 20-30% of all cholangiocarcinomas diagnosed worldwide.7 The global incidence of CCA is highest in Thailand with approximately 100 per 100,000 individuals and has been attributed to endemic liver-flukes infection, in particular with Clonorchis sinensis and Opisthorchis viverrini.7,8 In western countries, it ranges between 0.5–2.0 per 100,000 individuals.7 The majority of cases are sporadic, but different factors causing ongoing chronic inflammation of the biliary tree, such as primary sclerosing cholangitis (PSC) and chronic infection, are often implicated.9 Other underlying conditions are fibropolycystic liver disease, Caroli’s disease and choledochal cysts.9 GB adenocarcinoma is the fifth most common digestive cancer and the most common cancer involving the biliary tract worldwide.10 Cholelithiasis is a well-described risk factor for GB cancer, although only 1-3% of patients with gallstones will develop GB cancer.11 Furthermore, porcelain gallbladder, gallbladder polyps, congenital biliary cysts, and abnormal pancreaticobiliary duct junction are associated with a higher risk of cancer of the GB.12 Ampullary cancers are rare, representing only 0.2% of digestive cancers and 7% of all periampullary cancers. They originate from the ampullary complex, at the end of the confluence of the common bile and pancreatic duct.13

Table 1 Differential Diagnosis – Clinical Presentation – Imaging Modalities And Tissue Acquisition Techniques In Patients With MDBO

Diagnosis

Clinical Features And Initial Management

The most common clinical presentations of pancreatobiliary cancers include jaundice, weight loss, and anorexia with significant impact on quality of life, morbidity, and mortality.3 MDBO leads to jaundice (conjunctiva and skin), discolored stools, dark urine, pruritus, nausea and vomiting.1416 The clinical presentations of each etiology involved in MDBO are represented in the Table 1. A complete physical examination is necessary to identify jaundice, the presence of organomegaly or lymphadenopathy. Laboratory tests should include total bilirubin, conjugated bilirubin, alkaline phosphatase (ALP), gamma glutamyl transferase (GGT), alanine aminotransferase (ALT), aspartate aminotransferase (AST). Bilirubin levels have been consistently identified as a strong predictor of malignant disease, the higher the bilirubin level at presentation, the greater the likelihood of malignant disease.17 A large retrospective study of 830 patients showed that patients with a biliary stricture and completely normal liver function tests are unlikely to have a primary hepatopancreaticobiliary malignancy.18 Those presenting with normal bilirubin but an alteration of ALP and/or ALT are more likely to have a malignant disease, requiring a higher degree of clinical suspicion.18 The most common tumor markers used in the diagnosis or prognosis of pancreaticobiliary cancers are carbohydrate antigen 19–9 (CA 19–9) and carcinoembryonic antigen (CEA). A CA 19-9> 37U/mL showed a sensitivity of approximately 74% in patients with MDBO but a very low specificity.19,20 Indeed CA 19–9 can also be increased in case of non-malignant pathologies including cholestasis, cholangitis, cirrhosis, acute pancreatitis and other cancers such as gastric and colon cancer.21 CEA showed 33-68% of sensitivity and 75-95% of specificity for cholangiocarcinoma.20 Although they may be useful as prognostic markers, their diagnostic usefulness is limited.22 New biomarkers such as Glypican-1 and micro RNA’s for early detection of pancreatic cancer are currently being studied.22 Once pancreaticobiliary malignancy is suspected based on the history, physical examination, and initial laboratory test results, imaging studies such as transabdominal ultrasonography (TUS), computed tomography (CT) scan, or magnetic resonance imaging (MRI) and cholangiopancreatography (MRCP) are the next step to establish the diagnosis.

Differential Diagnosis, Imaging And Endoscopic Modalities

Ampullary Adenocarcinoma

Ampullary adenocarcinoma is usually suspected based on the demonstration of obstructive jaundice, with dilatation of both the pancreatic and biliary duct up to the papilla, as seen on abdominal imaging studies.23 Relapsing cholangitis is a common presentation for ampullary adenocarcinoma.24 Rarely, it can be diagnosed incidentally by esophagogastroduodenoscopy in patients without jaundice.24 TUS may demonstrate biliary dilatation but it is not sensitive for detecting ampullary tumors, especially small tumors. CT-scan has an overall accuracy of 20% in detecting ampullary carcinoma.25 On the other hand, MRCP has a 76% overall accuracy for detecting ampullary carcinoma but cannot always distinguish between tumors and other cause of ampullary obstructions as stones or benign strictures.26 CT-scan and MRCP are usually useful to confirm biliary/pancreatic duct dilatation and for the staging in case of advanced disease.24 Endoscopic retrograde cholangiopancreatography (ERCP) has a double role: diagnostic by detecting an ampullary abnormality and providing tissue samples, and therapeutic for relieving the biliary obstruction (Figure 1).26,27 Endoscopic ultrasound (EUS) is comparable to ERCP for the detection of ampullary adenocarcinoma and is the best modality to stage the disease to decide on the treatment (local resection vs pancreaticoduodenectomy).28,29 In a study of Cannon et al evaluating 50 patients with ampullary neoplasms, EUS seems to be more accurate than CT-scan and MRI for T staging (78% for EUS vs 24% CT p<0.01 and 78% for EUS vs 46% for MRI, p=0.07). No statistical difference was observed for the N staging accuracy (68 vs 59% vs 77%, p>0.05). To note, EUS is less accurate in the presence of a biliary stent (non-stenting group, T: 83-84% and N: 100%; stenting group, T: 71-72% and N: 75%).30 In addition to its role for the staging, EUS provides the possibility to perform fine-needle aspiration (FNA) for tissue acquisition.24 According to previous studies, EUS-FNA for ampullary tumors has a diagnostic accuracy between 88% and 100%.31,32

Figure 1 A 69-year-old presented with abdominal pain and cholestasis. MRI showed a double duct sign and a suspected lesion at the papillary area (A), presenting an abnormal diffusion-weighted signal and suggestive of an ampulloma (B). ERCP revealed an ampullary mass (C) and standard biopsies were performed confirming the diagnosis of ampullary carcinoma. A 10mm USEMS of 6 cm of length is placed to relieve the obstruction (D, E). Abbreviations: MRI, Magnetic resonance imaging; ERCP, Endoscopic retrograde cholangiopancreatography; USEMS, uncovered self-expandable metal stents.

Pancreatic Cancer

MDBO caused by pancreatic cancer is usually located in the head of the pancreas or the uncinate process. To establish the diagnosis and the stage of the disease, to evaluate the resectability and obtain a histopathological diagnosis, the evaluation will be carried out by one of the following modalities: TUS, CT, MRI/MRCP, EUS, and ERCP. Diagnostic accuracy of TUS is about 82 to 86% for the diagnosis pancreatic tumors located in the head.33 When the tumor is less than 3 cm of diameter, the diagnostic accuracy is lower, and TUS can rarely evaluate staging and resectability.34 CT-scan improves tumor detection, local and regional staging and evaluation for invasion of vascular structures to establish resectability (Figure 2). The sensitivity of multidetector CT-scan ranges from 89% to 95%,35,36 and is currently the preferred modality for preoperative staging and assessment of resectability of a patient with pancreatic cancer. It is easily available, quickly performed and inexpensive.37,38 MRI/MRCP with either gadolinium-enhanced or mangafodipir enhanced sequences is as sensitive as CT-scan in detecting pancreatic cancer39 Fusari et al compared multidetector CT-scan vs MRI: diagnostic accuracy for tumor identification and resectability were comparable for both techniques; tumor identification CT/MRI: 98%/98%, resectability CT/MRI:94%/90%.39 Roa et al also showed comparable results between CT-scan and MRI for characterization of < 2 cm tumors.40 A recent meta-analyze, comparing CT-scan, MRI and other modalities such as positron emission tomography/computed tomography (PET/CT) and EUS-FNA showed that CT-scan and MRI had similar sensitivities and specificities for both diagnosis and vascular involvement.41 PET/CT is a molecular technique using fluorodeoxyglucose as a radiotracer. The reported sensitivity and specificity for the diagnosis range from 46-71% and 63-100%, respectively.41 PET/CT sensitivity is better in the follow-up after chemo-radiotherapy, for detecting pancreatic cancer recurrence after surgery.41 It is also useful to identify metastases due to its anatomic coverage but is limited by false positive results.41 EUS is also a cornerstone in the work-up of pancreatic cancer. In the review of Dewitt et al (11 studies 678 patients), EUS had a greater sensitivity in tumor detection than CT-scan, also confirmed for tumors less than 3 cm of diameter.42 Concerning TNM classification, Dewitt et al and Soriano et al demonstrated that EUS was superior than CT-scan for T staging and an had an overall lower rate of overstaging compared to CT-scan and MRI. For the N staging accuracy, no superiority was observed; for the M staging, CT-scan was superior for the evaluation of distant metastases.42,43 Although CT-scan ls the most used imaging modality for initial staging of pancreatic cancer, EUS is valuable when CT-scan gives equivocal results about surrounding lymph nodes or tumors less than 3 cm and to obtain tissue samples.44 EUS-guided elastography, a method evaluating the tissues’ stiffness has demonstrated promising results with a high sensitivity do determine malignancy, but a low specificity.45 Contrast-enhanced EUS (CE-EUS) is another diagnostic modality, involving micro-bubble injection to assess tumor vascularization.46 In a recent meta-analyze, CE-EUS showed a pooled sensitivity and specificity of 0.91 and 0.86 respectively, for the differential diagnosis of pancreatic adenocarcinoma.46 With the improvements of imaging techniques and the emergence of EUS, ERCP has lost its supremacy for establishing the diagnosis and staging. Cholangiopancreatographic signs suggestive of pancreatic tumor on ERCP are a double duct sign (dilation of both pancreatic and biliary ducts), an abrupt and/or irregular cutoff of the biliary duct or a single long stricture >1 cm of the pancreatic duct (Figure 2).47 Only 15-20% of patients presenting with imaging findings suggestive of pancreatic cancer are curative and will undergo surgery.48 According to the National comprehensive cancer network and the European Society for Medical Oncology guidelines a biopsy proof is not required for early resectable pancreatic cancer.38,49,50 In the case of neoadjuvant treatment, advanced disease, such as borderline, locally advanced or metastatic cancer, and suspicion of other types of malignancies (such as lymphoma), tissue acquisition is unequivocal.49,51 Tissue sampling for pancreatic cancer is obtained by EUS guided FNA or biopsy (FNB), as well as by brush cytology and biopsies during ERCP.52 In a meta-analyze of Chen and colleagues, EUS-FNA reached a sensitivity of 92% and a specificity of 96% for the diagnosis of pancreatic cancer.44 A second meta-analyze published by Puli53 and al (41 papers) showed similar results. The accuracy was lower in the setting of chronic pancreatitis; therefore, a negative FNA result does not exclude pancreatic cancer. Adverse events of EUS-FNA are bleeding, pancreatitis, perforation and tumor seeding.54 In a prospective study of 355 patients who underwent EUS-FNA, adverse events were reported in 2.54% with 3 patients having developed pancreatitis and 3 others with tumor seeding into the gastrointestinal wall.54 There was also reports of peritoneal seeding but less compared to TUS-guided or CT-guided percutaneous biopsies.55 Ikezawa and colleagues found that peritoneal carcinomatosis developed during the course of the disease in patients who had undergone EUS-FNA for pancreatic cancer in 17.9% compared with 14.9% when ERCP and brushings is performed, suggesting than EUS-FNA is not a risk factor for peritoneal seeding.56 The use of FNB can help by providing tissue architectural information and allow immunohistochemical stains.52 Guidelines of European society of Gastrointestinal Endoscopy (ESGE) and American Gastroenterological Association (AGA) recommend the use of a 25G or 22G FNA or FNB needle for routine EUS guided sampling of pancreatic masses.52,57 Rapid on-site cytologic evaluation (ROSE) can also increase the diagnostic yield up to 20% and decrease inadequate samples and the number of passes necessary to establish the diagnosis. Nevertheless, ROSE is not always available, increases the time procedure and also the costs; therefore it is not recommended according to the ESGE guidelines.52 Furthermore, cytology specimens can be obtained at the time of biliary decompression during ERCP. Brush cytology sensitivity ranges from 30 to 60% with a high positive predictive value (PPV) but a low negative predictive value (NPV).58,59 In addition to brush cytology alone, forceps biopsy under fluoroscopic control may help to increase the diagnostic yield.59 In a prospective single-blind comparative study on 51 patients comparing EUS-FNA vs biliary brush cytology and intraductal forceps biopsy, EUS-FNA was superior to ERCP samples in pancreatic cancers.60

Figure 2 A 67-year-old woman presenting with dyspepsia, weight loss and jaundice. CT showed a 6 cm mass in the head of the pancreas with vascular involvement (SMV > 270°, SMA >120%) compressing the distal CBD (A). Both EUS-FNB and ERCP with brushings confirmed non-resectable pancreatic adenocarcinoma (B). A 10mm USEMS 4cm was inserted to provide drainage before neoadjuvant chemotherapy (C). Abbreviations: SMV, superior mesenteric vein; SMA, superior mesenteric artery; CBD, common bile duct; EUS-FNB, endoscopic ultrasound fine needle biopsy; ERCP, Endoscopic retrograde cholangiopancreatography; USEMS, uncovered self-expandable metal stent.

Cholangiocarcinoma

dCCA should be suspected based on clinical findings as right-upper-quadrant abdominal pain and features of biliary obstruction. Cholangitis is an unusual presentation. Although TUS and CT-scan may suggest CCA, MRI is the preferred modality for the extent of the disease: T2-weighted imaging sequences that display fluid as high signal intensity may define the level of a biliary stricture and identify malignant features such as a stricture of more than 1 cm of length, irregular margins, and shouldering (Figure 3).61 MRI has a sensitivity of 77% to 86% with a specificity of 63% to 98%.62,63 ERCP has an important role in the diagnosis of dCCA as brushing and forceps biopsies can establish the diagnosis (Figure 3). The yield of brush cytology varies between 44-80% for CCA.64,65 Newer techniques such as digital image analysis (DIA) and fluorescence in situ hybridization (FISH) have been incorporated into the cytologic evaluation of bile duct brushings to enhance the sensitivity of cytology.66,67 In a study of Ponchon et al, combining brush cytology (43% sensitivity) and intraductal biopsy (30%), the cumulative yield reached 63%.68 Nevertheless, a recent meta-analysis in which six studies provided data on the combination of brushing (sensitivity 45%) and biopsy (sensitivity 48.1%), showed a little improvement in sensitivity (59.4%).58 The role of EUS is also important, with a high detection rate of tumor compared with CT-scan and MRI, and also in determining the extent of the disease and when sampling regional lymph node is needed.69 In a large single-center study of 228 patients with 81 CCA (51 dCCA), EUS detected the tumor in 100% of patients with dCCA. The sensitivity of EUS-guided FNA was significantly higher in distal than in proximal CCA (81% vs 59%, respectively).70 In the study of Weilert, evaluating EUS-FNA vs ERCP for the diagnosis of malignant biliary strictures, the sentivity of both techniques were similar (79%) in patients with dCCA.60 Finally, EUS-FNA has a well-established sensitivity between 85% to 93% in recent studies53,69,71 and maintains a high diagnostic yield even in patients with no identifiable mass on previous imaging (sensitivity:73–89%).60,69,71

Figure 3 A 84-year-old woman presenting painless jaundice. TUS showed CBD and intrahepatic bile duct dilatation. MRI showed a suspected 22mm intraductal mass at the distal part of the CBD with an upstream dilatation (A). EUS-FNA confirmed an intraductal mass in the CBD suggestive of cholangiocarcinoma. ERCP revealed a long, irregular, distal biliary stricture (B); brushing and intraductal forceps biopsies confirmed the presence of malignant cells (C). Abbreviations: TUS, transabdominal ultrasound; CBD, common bile duct; MRI, Magnetic resonance imaging; EUS-FNA, endoscopic ultrasound fine needle biopsy; ERCP, Endoscopic retrograde cholangiopancreatography.

Gallbladder Adenocarcinoma

GB adenocarcinoma is usually identified on CT-scan as infiltration or a polypoid mass or a thickening of the GB wall. The T staging accuracy of CT reached 71 to 86%.24 The sensitivity of MRI to detect nodal invasion ranges between 56% and 92% and 67–100% to determine local invasion24 EUS also has a growing role in the diagnosis and staging. EUS-FNA can also be used for the diagnosis and has a sensitivity of 80% and a specificity of 100%.24

Metastases

Multiples digestive and non-digestive cancers can metastasize, extrinsically by a lymph node or intrinsically within the bile duct. These are, in order of frequency: gastric, colon, breast, lung, renal cell carcinoma, melanoma, and hepatocellular cancer. Malignant lymphadenopathy is an infrequently cause of MDBO.24

Differential Diagnosis Of Malignant Versus Benign Strictures

Differentiating pancreatic adenocarcinoma with auto-immune pancreatitis (AIP) may be challenging as AIP can mimic pancreatic cancer when it presents as a focal inflammatory mass.72 An increased serum Ig-G4 level (2X the normal range) will be in favor of AIP although it can also be increased in pancreatic cancer.73 To note, CA 19-9 can also be elevated in AIP.73 Imaging technique (MRI), as well as biopsies of the papilla and EUS-FNA/FNB of the pancreatic mass revealing a lymphoplasmacytic infiltrate rich in IgG4 can lead to the correct diagnosis.74 AIP can also involve other organs, as the biliary tract, kidneys or retroperitoneum.74 Steroid test can also allow differentiating AIP versus pancreatic tumor as AIP is steroid-sensitive.74 MDBO can also be seen in patients with chronic pancreatitis due to recurrent inflammation of the head of the pancreas leading to parenchymal fibrosis. Sometimes, imaging techniques as CT, MRI or EUS cannot easily differentiate between pancreatic cancer or CP. EUS-FNA will be crucial for the therapeutic management.72 Similarly, the differential diagnosis between benign inflammatory cholangiopathies (such as PSC, HIV-related cholangiopathy, eosinophilic and IgG4 related cholangitis) and CCA can be challenging (Table 1).72

Advanced Endoscopic Diagnosis

In suspected MDBO, based on clinical, imaging or endoscopic (ERCP, EUS) modalities with inconclusive histopathological confirmation obtained by standard techniques such as FNA/FNB samples or biliary brushings and forceps biopsies, novel techniques such cholangioscopy, intraductal ultrasonography (IDUS) or Confocal Laser Endomicroscopy (CLE) have been developed. These invasive endoscopic procedures are not used routinely and are not largely available, but can be performed during ERCP.

Cholangioscopy allows direct visualization of the biliary tree. Historically, it was performed with a dual-operator reusable baby endoscope passed through a mother therapeutic duodenoscope. Recently, a single-operator single-use cholangiopancreatoscope (SOCP) was developed, firstly with a fibro-optic based device (FSOCP) and then a digital version (DSOCP). Furthermore, direct peroral cholangioscopy system using an ultraslim endoscope advancing directly in the ductal system has emerged.75 Direct visualization of the biliary tree is useful to distinguish benign and malignant conditions based on the evaluation of the vascular pattern such as irregular, tortuous vessels (PPV 100%), or the presence of nodularity, papillary characteristics and irregular surface.7678 A recent study of Mizrahi et al showed that the visual diagnostic yield of DSOCP was higher than FSOCP (73% vs 37%, p=0.004).79 Furthermore, cholangioscopy-guided biopsies with dedicated forceps allow targeted tissue sampling.75 A recent review reported studies using FSOCP with a sensitivity of 49% to 100%, a specificity of 82% to 100% and diagnostic accuracy of 55% to 100%.75 Two studies using DSOCP reported sensitivities of 85% and 57% and specificities of 100%.80,81

IDUS involves a radial ultrasound probe being introduced through the duodenoscope on a guidewire during ERCP. IDUS characteristics of malignant strictures include hypoechoic asymmetric wall thickening, irregular borders and abrupt shoulders.82 IDUS is useful in defining a longitudinal extent and invasion of other structures. (pancreatic parenchyma, portal vein, right hepatic artery).83 Studies showed a good sensitivity and specificity (98%)84 and a meta-analysis of 5 studies showed an IDUS accuracy for malignant obstructions reaching 84%-95%.83 Compared to ERCP and MRCP, Domagk and colleagues demonstrated that the combination of ERPC and IDUS correctly diagnosed malignancy in 88% (vs 76% and 58%).26 In term of staging, IDUS showed a low accuracy in nodal evaluation (69%), possibly due to a limited depth of ultrasonic penetration.83

CLE is performed with a reusable miniprobe, which is also passed through the duodenoscope in the lumen of an ERCP catheter. After administration of 2.5ml to 5ml of 10% intravenous fluorescein dye, it produces live high-resolution images of the biliary epithelium. Nevertheless, it is an expensive technique and not readily available.83

Clinical Practice: A Proposed Diagnostic Algorithm

The first step in the management of MDBO is to establish the diagnosis and identify the stage of the disease. According to the availability of imaging modalities, CT-scan and/or MRI are the two main imaging techniques to assess tumor extension, establish vascular involvement and the presence or the absence of metastases. The second step will focus on obtaining tissue samples to confirm the diagnosis:

  • EUS-FNA if a mass is identified as well as surrounding lymph nodes or identified metastases (ex in the left liver or the peritoneum).
  • ERCP with biliary brushings and forceps biopsies, if no mass is identified

These two steps aim to identify patients with a resectable disease that can benefit from surgery from the outset of those who will need a neoadjuvant treatment for a downstaging or a palliative treatment in patients with advanced disease.

A practical algorithm for the management of patients with suspected MDBO, according to previously published reviews4,85 is proposed in Figure 4

Figure 4 Algorithm for the assessment of patients with biliary obstruction. Abbreviations: TUS, transabdominal ultrasonography; CT, computed tomography; MRI, Magnetic resonance imaging; MDBO, malignant distal biliary obstruction; EUS, endoscopic ultrasound; FNA, fine needle aspiration; CCA, cholangiocarcinoma; PSC, primary sclerosing cholangitis; SOC, single-operator-cholangioscopy; IDUS, intraductal ultrasonography; CLE, confocal laser endomicroscopy; CA 19–9, Carbohydrate antigen 19–9.

Endoscopic Management

Patients With Resectable Cancer: Preoperative Biliary Drainage

Indications

Preoperative biliary drainage (PBD) in patients with MDBO is an area of controversy. Previously studies suggested that hyperbilirubinemia was associated with increased postoperative morbidity and mortality, and therefore advocated PBD.86 Nevertheless, in 2010, a large randomized control trial (RCT) comparing PBD vs no PBD (202 patients with MDBO) reported higher rates of severe complications in patients undergoing PBD (74%vs 39%).87 No improvement in any outcome was observed in the PBD group.87 Of note, in the aforementioned study, the PBD group underwent surgery within 4–6 weeks and one single plastic stent (PS) was used, which could contribute to the high complication rate related to PBD.87 Since then, numerous studies and meta-analysis have been published; the latest meta-analysis including 32 studies with patient with MBDO due to pancreatic cancer, suggested that refraining from PBD could be associated with a better outcome.88 Subsequently, the current guidelines published by the ESGE recommend against routine PBD in patient with extra-hepatic obstruction.89 Well-accepted indications for PBD are cholangitis or intractable pruritus.89 Severe jaundice was also advocated as an indication of biliary drainage: Sauvanet et al have recently published in a retrospective series of 1200 patients a high risk of severe postoperative in patients with severe jaundice (total serum bilirubin >300 μmol/l).90 In controversy, Arkadopoulos et al showed in a retrospective study of 152 patients that even in patients with total serum bilirubin > 256 μmol/l, PBD presented no advantage.91 Of note, patients with total serum bilirubin > 250 μmol/l were excluded from the largest RCT of PBD vs no PBD87 Therefore, the indication of severe jaundice remains unclear. The current guidelines of ESGE also recommend PBD in case of delayed surgery (more 2 weeks), and in patients undergoing neoadjuvant chemotherapy who also benefit PBD to bring liver functions tests to ranges acceptable for chemotherapy and avoid potential hepatotoxic effects of chemotherapeutic drugs (Figure 5).89

Figure 5 Algorithm for the endoscopic management of patients with confirmed pancreaticobiliary malignancy. Abbreviations: ERCP, Endoscopic retrograde cholangiopancreatography; SEMS, self-expandable metal stents; PTC, percutaneous cholangiography; EUS, endoscopic ultrasound.

Route

The endoscopic route is preferred over the percutaneous route (PTC)89 PTC has higher morbidity due to the risk of puncture-related hemorrhage, cutaneous infection, and catheter tract recurrence.89 Percutaneous tract seeding is a major concern and can compromise potentially curable cases (5,2%).92 Data from 3 retrospective studies showed longer patient survival and less frequent peritoneal or liver recurrence in the endoscopic group.9395

Which Type Of Stent?

The current ESGE guidelines recommend the placement of a 10 mm diameter self-expandable metal stent (SEMS) for PBD89 (Figure 5). A meta-analysis including of 5 studies (4 retrospective and 1 prospective, 704 patients) demonstrate that SEMS have lower rate of endoscopic reintervention compared to PS (3.4 vs 14.8%) and no difference in overall surgical or morbidity or mortality.96 A recent RCT of 86 patients comparing PS vs fully covered metallic stent (FCSEMS) showed similar outcomes (need for reintervention, surgery-related AE and mortality). Of note, in this study, the delay between drainage and surgery was only 13 days.97 Tol et al also showed that FCSEMS yields a better outcome compared with PS for PBD in pancreatic cancer.98 In the setting of neoadjuvant therapy, SEMS were shown to be better than PS: an RCT of 54 patients showed that FCSEMS had a longer stent patency duration and fewer days of delay in chemotherapy treatment compared to plastic and uncovered SEMS (USEMS); total costs were the same in both groups.99 Similarly, two retrospective studies showed that PS have more complications than SEMS;100,101 with SEMS, the delay before neoadjuvant treatment was shorter and the costs were similar; the type of SEMS was specified in only 1 of these studies and were FCSEMS101 FCSEMS also has the advantage of being removable if surgery is not performed. A recently published multicenter RCT of 119 patients comparing FCSEMS and USEMS in pancreatic cancer showed an equal, sustained biliary drainage (72.2% vs 72.9%)102 Tumor ingrowth was observed in 0 vs 16.7% (p <0.01) and stent migration in 6 vs 0% (p=0.03). Acute cholecystitis did not differ significantly between the two groups (9.3% (4/43) for FCSEMS vs 4.8% (2/42) for USEMS, p=0.08). Finally, the only predictors of failure to decompress biliary obstruction were SEMS of 4 cm length compared to 6- and 8-mm length and the presence of gallbladder.102 Of note, SEMS does not compromise R0 resection or increases the risk of unresectability, in a retrospective study of 593 patients.103

Unresectable Cases

Palliative Biliary Drainage

Indications

The majority (70%) of MDBO are unresectable at the time of the presentation. Furthermore, MDBO is often associated with recurrent cholangitis, symptoms of pruritus, loss of appetite, nausea, delayed wound healing and renal failure. In this setting, palliative biliary stenting relieves symptoms and improve quality of life.104

Route and type of stents

The ESGE guidelines recommend biliary drainage by ERCP as the 1st route of choice, rather than surgery or the percutaneous route (Figure 5).89 Indeed, surgical bypass showed low rates of recurrent jaundice (2-5%) but with significant postoperative morbidity and mortality, in up to 25% in some series.105,106 Three meta-analyses comparing primary biliary stenting vs surgical bilio-digestive anastomosis demonstrated more procedure-related complications as well as the 30-day mortality in the surgery group (16.3% vs 9.6% stated by Lima et al).107109 There was no difference regarding the success of the procedures in both groups. Based on the current data, biliary stenting through ERCP is also preferred over PTC because of an overall lower rate of adverse events (8.6 vs 12.3%), fewer repeat procedures, shorter hospitalization, lower costs and the lack of external drainage catheters.110 EUS-guided biliary drainage has emerged as a useful tool in pancreatobiliary therapeutic management but should be performed in cases where biliary drainage by standard ERCP techniques has failed.89 Concerning the type of stents, current data recommend SEMS insertion for palliative drainage89 According to the 5 meta-analyses comparing SEMS with PS for the endoscopic drainage of MDBO, SEMS are preferred over PS.111115 SEMS are associated in longer stent patency, lower complication rates, fewer re-interventions and longer patient survival.112 Moreover in term of quality of life, SEMS have better scores over PS.116 Although SEMS are more expensive than PS, no significant difference in costs have been observed in the long-term period.117 The most recent RCT has also shown no difference in total costs for SEMS and PS in patients with short-time survival (< 3) months or with metastatic disease.117 The choice of using covered SEMS (CSEMS) over USEMS for palliation of MDBO remains controversial. Although CSEMS were developed in an attempt to prolong stent patency, this has not been definitively demonstrated89 USEMS have a high risk of stent occlusion due to tumor ingrowth through the metal mesh. On the other hand, CSEMS have lower tissue ingrowth, but higher migration rates and tissue overgrowth as compared to USEMS.89 Eight meta-analyses assessed the use of CSEMS vs USEMS.118125 None of them have demonstrated a significant difference concerning the clinical outcomes. The most recent one published in 2018 by Tringali et al showed that there was no statistically significant difference for either stent or patient survival between CSEMS and USEMS in patients with MBDO. Nevertheless, they report a stent failure rate reduction of 32%, suggesting a possible benefit of CSEMS, at the expense of a higher risk of migration.125 Controversially, in a recent RCT published by Conio and al.126 on 148 patients, comparing a same self-conformable USEMS and FCSEMS, FCSEMS had lower stent patency (240 days vs 541 days for USEMS, p=0.031). FCSEMS presented more stent-adverse events as measured by stent dysfunction (overall adverse events were 26.4% for FCSEMS vs 13.2% for USEMS, although not statistically significant). FCSEMS dysfunction included migration (5/78 of patients) and early occlusion, mainly due to sludge (8/78) and overgrowth (4/78). On the other hand, USEMS had more ingrowth tumor (13.2% vs 0% in FCSEMS, p=0.001). With respect to cholecystitis after insertion of a FCSEMS, four meta-analysis reported this outcome and none of these have reported a higher risk of cholecystitis in the covered group.120123 To prevent this complication, some authors advise the placement of the covered part below the level of the cystic duct. Similar to the previous meta-analyses, Tringali et al did not show differences in pancreatitis rate between FCSEMS and USEMS125 To summarize, currently, there is no consensus regarding the choice of covered vs uncovered, each of them having their advantages and inconveniences.

Advances In Endoscopic Palliation

Endoscopic biliary palliation

The main issue using stents is re-occlusion. To prolong the stent patency of SEMS, some strategies have been developed. The incorporation of a chemotherapeutic agent into the covering material of stent has been studied in animal studies and a small cohort of patients with MDBO: paclitaxel-eluting stent did not show more advantages compared to standard SEMS alone in an RCT of 72 patients127 Antireflux covered SEMS designs have been investigated and seem to lead to longer patency. In the study of Lee et al, the overall reflux of barium on barium meal examination was 7.7% in the Anti-Reflux Valve Metal Stent group compared to 100% in the covered group128 Nevertheless, more data are needed regarding the patient’s outcome. Antimigration systems (flared ends and anchoring flaps) have also been developed with promising results.129,130

Endoscopic ultrasonography-guided biliary drainage (EUS-BD)

In expert centers, EUS-BD is an evolving method for biliary drainage in patients with MDBO in whom standard ERCP failed. Compared to PTC, EUS-BD is similarly effective but associated with a lower rate of adverse events and fewer re-interventions.131 The different techniques include EUS-guided ductal access with a guidewire that is retrieved by a duodenoscope for biliary interventions (rendez-vous technique) or the creation of nonanatomic direct access connecting the biliary tree with the stomach (hepaticogastrostomy [HG]) or the duodenum (choledochoduodenostomy [CD]). The rendez-vous maneuver is generally attempted first if the papilla is accessible because it provides an anatomic pathway for drainage with transpapillary biliary stent placement. However, the rendezvous maneuver can fail because of an inaccessible papilla (altered anatomy, duodenal obstruction, gastric outlet syndrome or the presence of enteral stents) or a failure to advance the wire through a stricture. In these patients, HG or CD are feasible drainage techniques.132 Four meta-analyses reported that EUS-BD was clinically successful in 87–94% of cases with adverse events reported in 16–29%.133,134 Recently, EUS-BD as emerged as first-line therapy in malignant biliary decompression. To date, 3 RCT’s comparing EUS-BD (HG and or CD) with ERCP as a primary modality for biliary drainage with MBO have been published.135137 Technical success for EUS-BD ranges between 91–94%.135,136 In two of these trials, clinical success and adverse events were similar for both technique136,137 whereas, in Paik et al trial135 EUS-BD was superior to ERCP with longer stent patency, lower adverse events rate and fewer re-interventions. More studies are needed to confirm these results.

Radiofrequency ablation (RFA)/photodynamic therapy (PDT)

RFA and PDT are the main novel modalities in palliative MBO. RFA acts by delivering thermal energy within the tissue leading to necrosis and cellular deaths.138 Recently, a biliary catheter that can be introduced on a guidewire has been developed and used to ablate unresectable lesions before stent placement during ERCP (PS and SEMS). Several studies have been published so far with an excellent clinical outcome and possible improvement of survival.138140 The clinical value of biliary RFA has been confirmed in a meta-analysis of 9 studies including 505 patients with MDBO in whom biliary stenting with SEMS was performed with or without prior RFA application via the endoscopic or the percutaneous routes. In the group RFA, significantly longer stent patency (50 vs 37 days, p<0.002) and survival (285 vs 248 days, p<0.001) were observed. Abdominal pain was the only AE that was more demonstrated in the RFA group.141 Additional techniques include photodynamic therapy (PDT), which requires the injection of an intravenous porphyrin photosensitizing agent followed by the endoscopic application of a specific wavelength of light to the tumor bed. Several studies have demonstrated benefits of PDT.142,143 Possible adverse events are light sensitivity, cholangitis, and liver abscess.144

Particular Cases

Drainage Of Suspected Malignant Biliary Obstruction

In the case of extrahepatic biliary of unconfirmed etiology, current guidelines recommend against the use of USEMS as they are known to have poor long-term patency in benign disease and are difficult or impossible to remove.89

Malignant Bilioduodenal Obstruction

Nowadays, no study has compared the endoscopic vs surgical approach for combined bilioduodenal obstruction. ESGE guidelines suggest inserting a biliary SEMS and an uncovered duodenal SEMS in those patients.89

Stent Dysfunction

According to ESGE guidelines, in case of non-functional SEMS, a plastic stent or a new SEMS should be placed within the original stent.89

Peri-Procedural And Technical Aspects

Acute Pancreatitis Prophylaxis

In patients with no contra-indications, 100mg of intra-rectal diclofenac or indomethacin should be routinely administrated to prevent post ERCP pancreatitis.89

Antibioprophylaxy

Antibioprophylaxy should be administrated before ERCP in selected patients such as immunosuppression or patients with an expected incomplete biliary drainage89

Biliary Sphincterotomy Before Stent Insertion?

Two meta-analysis assessed the utility to perform systematically biliary sphincterotomy before stenting.145,146 One (3RCT’s, 338 patients) was associated with a reduced risk of post ERCP acute pancreatitis when sphincterotomy was performed, but an increased risk of bleeding.145 The second one (5 RCT’s, 12 comparative studies, 2710 patients) did not show an increased risk of post ERCP acute pancreatitis, stent migration or occlusion in the sphincterotomy group but confirmed a higher risk of bleeding.146 Even in the subgroup analysis of patients with SEMS, the rate of post ERCP acute pancreatitis was not increased. Concerning FCSEMS, a hypothesis is that their coverage could obstruct the pancreatic outflow, leading to a high incidence of post-ERCP acute pancreatitis. For this question, current ESGE guidelines, suggest against systematic biliary sphincterotomy before the placement of a PS or SEMS.89

Conclusion

Despite recent advances, MDBO remains a clinical challenge. Both correct diagnosis and appropriate therapeutic management require a multidisciplinary approach. Combination of clinical and biological parameters, imaging and endoscopic features, as well as histopathology through tissue sampling, will offer insight for defining the underlying cause. The development of cholangioscopy is promising, with the possibility of targeted biopsies in case of failure of standard techniques. Furthermore, endoscopy is the corner stone in the treatment of these patients, providing PBD in selected cases with resectable disease, as well as palliative biliary drainage. In case of PBD, FCSEMS seem to be the best choice, compared to PS. Regarding palliation, the choice between USEMS versus CSEMS is still debated, each type of stents having its own advantages and drawbacks. Finally, EUS-guided biliary drainage, although not as first line therapy, is continually growing.

Abbreviations

MDBO, malignant distal biliary obstruction; CCA, cholangiocarcinoma; GB, gallbladder; dCCA, distal cholangiocarcinoma; ALP, alkaline phosphatases; GGT, gamma glutamyl transferase; ALT, alanine aminotransferase; AST, aspartate aminotransferase; CA 19-9, Carbohydrate antigen 19-9; CEA, carcinoembryonic antigen; TUS, transabdominal ultrasonography; CT, computed tomography; MRI, magnetic resonance imaging; MRCP, magnetic resonance cholangiopancreatography; EGD, esophagogastroduodenoscopy; ERCP, endoscopic retrograde cholangiopancreatography; EUS, endoscopic ultrasound; FNA, fine-needle aspiration; PET/CT, positron emission tomography/computed tomography; CE EUS, contrast-enhanced endoscopic ultrasound; FNB, fine needle-biopsy; ESGE, European society of gastrointestinal endoscopy; AGA, American gastroenterological association; PPV, positive predictive value; NPV, negative predictive value; IDUS, intraductal ultrasonography; CLE, confocal laser endomicroscopy; SOCP, single operator cholangiopancreatoscopy; FSOCP, fibro-optic single operator cholangiopancreatoscopy; DSOCP, Digital single operator cholangiopancreatoscopy; DPCS, Direct peroral cholangioscopy system; PBD, preoperative biliary drainage; RCT, randomized control study; SEMS, self-expandable metal stent; PS, plastic stent; FCSEMS, fully covered self-expandable metal stent; USEMS, uncovered self-expandable metal stent; PTC, percutaneous cholangiography; EUS-BD, endoscopic ultrasound – biliary drainage; HG, hepaticogastrostomy; CD, choledochoduodenostomy; RFA, radiofrequency ablation; PDT, photodynamic therapy.

Disclosure

The authors report no conflicts of interest in this work.

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