Latitude, sunshine, and human lactase phenotype distributions may contribute to geographic patterns of modern disease: the inflammatory bowel disease model
Andrew Szilagyi,1 Henry Leighton,2 Barry Burstein,3 Xiaoqing Xue4
1Division of Gastroenterology, Department of Medicine, Jewish General Hospital, 2Department of Atmospheric and Oceanic Sciences, 3Department of Medicine, Jewish General Hospital, 4Department of Emergency Medicine, Jewish General Hospital, McGill University, Montreal, QC, Canada
Abstract: Countries with high lactase nonpersistence (LNP) or low lactase persistence (LP) populations have lower rates of some “western” diseases, mimicking the effects of sunshine and latitude. Inflammatory bowel disease (IBD), ie, Crohn's disease and ulcerative colitis, is putatively also influenced by sunshine. Recent availability of worldwide IBD rates and lactase distributions allows more extensive comparisons. The aim of this study was to evaluate the extent to which modern day lactase distributions interact with latitude, sunshine exposure, and IBD rates. National IBD rates, national distributions of LP/LNP, and population-weighted average national annual ultraviolet B exposure were obtained, estimated, or calculated from the literature. Negative binomial analysis was used to assess the relationship between the three parameters and IBD rates. Analyses for 55 countries were grouped in three geographic domains, ie, global, Europe, and non-Europe. In Europe, both latitude and ultraviolet B exposure correlate well with LP/LNP and IBD. In non-Europe, latitude and ultraviolet B exposure correlate weakly with LP/LNP, but the latter retains a more robust correlation with IBD. In univariate analysis, latitude, ultraviolet B exposure, and LP/LNP all had significant relationships with IBD. Multivariate analysis showed that lactase distributions provided the best model of fit for IBD. The model of IBD reveals the evolutionary effects of the human lactase divide, and suggests that latitude, ultraviolet B exposure, and LP/LNP mimic each other because LP/LNP follows latitudinal directions toward the equator. However, on a large scale, lactase patterns also follow lateral polarity. The effects of LP/LNP in disease are likely to involve complex interactions.
Keywords: lactase, latitude, ultraviolet B exposure, evolution, inflammatory bowel disease
The ability of adults to digest lactose in milk divides humanity into two phenotypes. Those able to digest this disaccharide in adulthood are considered lactase-persistent (LP), while those who lose this ability are called lactase-nonpersistent (LNP). The enzyme lactase phlorizin hydrolase, residing on the brush border of the proximal intestine, is genetically determined.1 Several polymorphisms have been identified which control lactase transcription in a cis position distally on chromosome 2.1–5 There are distinct geographic patterns of the LP/LNP phenotype, with global population distributions of roughly one third LP and two thirds LNP. Modern day geographic distributions were determined by evolution and migrations 7,000–10,000 years ago (approximate time of appearance of LP phenotype). Independent emergence of the LP phenotype in Africa and the Middle East and further migrations after the discovery of the New World contributed to modern day LP/LNP patterns.6–8 The hypotheses regarding emergence of LP status concern latitude, sunshine, and ultraviolet B exposure (the calcium assimilation hypothesis) and simultaneous evolution of genes related to pastoralism and animal husbandry (the gene-culture coevolution hypothesis). In Africa and the Middle East, pastoralism is dominant, while both are possible in Europe.1,9,10
Within the last six decades, studies have compared national lactase distributions with certain national disease rates.11–13 In a previous publication, five “western” cancers and one “eastern” cancer were compared according to distribution of LP/LNP, and it was reported that cancers of the colon, ovary, prostate, breast, and lung were less common in populations with increasing LNP frequency, but stomach cancer was proportionately increased. These conclusions were based on the limited available data.13 Crohn’s disease (CD) and ulcerative colitis (UC) (both are types of inflammatory bowel disease [IBD]), common in industrialized nations, were found to share diminished rates with increased LNP status.12,13 In this same time period, diseases in industrialized regions have been observed to follow distinct geographic patterns, with a north-to-south gradient. These include cancers,14,15 hematological malignancies,16,17 multiple sclerosis,18 CD, UC,19,20–22 and other diseases. The putative rate modifier in the north-to-south gradient paradigm may be sunshine, ultraviolet B exposure, and subsequently vitamin D synthesis.14,15
Since the rate-reducing effects of lower latitude, higher ultraviolet B exposure, and higher frequency of LNP populations with some diseases are similar, we hypothesized that the combined effects of ultraviolet B exposure and LP/LNP distribution may have determined recent geographic disease patterns.
In this paradigm, not only is there a north-to-south direction but also some lateral changes in regions. Recent availability of additional data on both IBD rates23 and LNP frequencies24 allow a re-evaluation of these diseases with respect to latitude, ultraviolet B exposure, and distribution of LP/LNP. In this context, IBD offers a model for evaluation of the hypothesis that LP/LNP serves an evolutionary background for a number of modern day diseases.5,25
Materials and methods
There are limited data available for matching regional IBD rates with regional lactase phenotypes. Therefore, national data were sought or estimated from the literature. Most data on disease rates for IBD were based on one recent publication.23 Some rates were obtained from other reviews.26–29 PubMed and Google Scholar were also consulted to determine further incidence rates. For IBD, the MeSH words used were: “incidence, prevalence of Crohn’s disease and/or ulcerative colitis around the world” or “international”, “national rates of Crohn’s disease”, ulcerative colitis”, “change in epidemiology or epidemiology” or “inflammatory bowel disease or Crohn’s disease or ulcerative colitis”.
As a control against using average values for latitude and national IBD rates, CD rates for individual European cities as published by Molodecky et al were also correlated with their latitudes.23 Latitudes for individual cities were obtained from the Internet and are presumed to be more focused.
Similarly, a recent review was used for lactase distribution,24 but older reviews were also searched.11,30,31 For further lactase distribution, the terms “lactase persistence or non-persistence”, “lactose maldigestion or intolerance”, or “genetics of lactase” were used. In each topic, individual references listed in relevant papers were also evaluated. Several authors were contacted directly for national estimates either on IBD rates (based on published reports32–34) or LP proportions.35 Finally, for lactase distributions, two online distribution maps were used as a rough estimate of LP/LNP proportions24 (http://www.britannica.com/EBchecked/media/157598/Global-distribution-of-lactose-intolerance-in-humans).
As stated above, national rates were preferred, failing which regional rates that could be used to estimate national rates were sought. Several publications were also used in which rates could be deduced by the methods described above. These include intestinal biopsies36 and genetic studies for lactase.37,38 These were used to estimate LP/LNP rates.
Handling of data
Nationwide rates were included for the time period described in the Results section. Because some of these were unavailable as single values, available regional data for IBD or ethnic/racial distributions within countries for lactase proportions were used to calculate national rates, using equations 1 and 2. Regional data were matched with populations around the time the data were published. Actual numbers of patients were calculated and added for each available region. Summed populations were calculated as representative of a nation matched for the population during that period. The total numbers were then proportioned to incidence rates in 105.
Estimation of national disease rates (D) based on regional data where Xi is the number of patients with new disease in region or city “i”, Ai is population of region/city, and P is the total population
where and n is the number of cities and/or regions.
Estimation of national LP or LNP rates (L) based on ethnic population percentage, Ei, and fractional ethnic population, fi.
where m is the total number of ethnic groups.
National yearly ultraviolet B (280–315 nm) exposures were deduced from the data of Lee-Taylor and Madronich39 and have been described previously.13 Briefly, monthly surface level radiation based on a radiative transfer model driven by satellite-measured variables was used. Annual averages from the sum of monthly averages for the period 1990–2000 were computed. To obtain a single representative value for each of the countries, population-weighted averages for ultraviolet B surface radiation were calculated for the locations of the largest population centers in each country. A single population-weighted latitude was calculated for each country using the same population weighting as used for calculation of the population-weighted ultraviolet B exposure.
Calculation of national annual average ultraviolet B exposure
where Pi are the populations of the N population centers considered and here
UVBi is the annual ultraviolet B exposure at population center i. The number of population centers (N) included in the calculation of a national average varied from one for small countries to typically ten or more for the larger countries with many large population centers.
For the results that are presented in terms of a single latitude for each country, a population-weighted latitude was calculated for the country using the same population weighting as applied for calculation of the population-weighted ultraviolet B exposure. So,
where LATi is the latitude of population center i. Local and national populations were obtained from census populations and corresponded to the median of the time range for the published observation periods.
Relationships between latitude, ultraviolet B exposure, LP/LNP distribution, and rates of CD and UC were assessed using Spearman correlation coefficients because of the non-normal distributions for most of the variables (especially IBD rates). The relationship between the three global variables and the IBD rates were first assessed using Spearman correlation coefficients, and then by univariate and multivariable analyses. Since correlations between some explanatory variables are very strong (eg, >0.9 between ultraviolet B exposure and latitude), when conducting the multivariable analysis, highly correlated variables (correlations >0.5) were not entered into the model at the same time.
Both the dependent variables, ie, CD rate and UC rate, were positive integers showing an overdispersed Poisson distribution (variance greater than the mean). Hence, linear models were not appropriate, and negative binomial regressions were used in both univariate and multivariable analyses. In a few cases was a negative binomial model did not converge at a specified limit (ie, the relative Hessian convergence criterion was greater than 0.0001), a Poisson model that converged normally and provided similar estimates was used instead. The exponentiation of the parameter estimate (EPE) of the negative binomial regression model can be interpreted in a multiplicative manner, or as a disease rate ratio. An EPE >1 indicates that a higher value for a continuous independent variable is associated with a greater disease rate, and an EPE of <1 indicates the opposite. For example, an EPE of 0.7 for ultraviolet B exposure indicates that the disease rate will decrease by a factor of 0.7 when there is a 10-unit increase in ultraviolet B exposure, if everything else is the same with regard to all other covariates.
Analyses were carried out for three geographic areas, ie, global, Europe, and non-Europe. Sensitivity analyses were carried out for three scenarios. In two cases, the proportions of LNP for three countries (Argentina, Panama, and Malta) were based on line map data only, and as such were deemed less reliable. In the case of Oman, data were also obtained from a more accurate projected map referenced in Itan et al.24 Thus, these data were handled in two ways. In scenario 1, the proportion of LNP was reduced by 50% for three countries (Argentina, Panama, Malta), while in scenario 2, the four countries were removed whenever LNP/LP was involved in the analysis. The third case involves the rate of CD in Hungary. The original analysis used a rate of 2.2 per 105 population based on Bernstein and Shanahan,26 while calculations from Molodecky et al23 based on two regions gave an estimate of 4.6 per 105 population. Thus, in scenario 3, the rate of CD in Hungary was taken as 4.6 instead of 2.2 per 105 population from the original analysis.
As a control for the calculated data, we also analyzed CD rates in specific cities in Europe (from Molodecky et al23) against city latitudes using Pearson’s correlations. All statistical analyses were performed using SAS version 9.3 software (SAS Institute Inc., Cary, NC, USA).
Seventeen papers were used for IBD rates and 26 for lactase rates. These included three authors who responded to contact, ie, two for IBD incidence rates (Dr CC Figueroa from Chile, Dr I Hilmi from Malaysia) and one for lactase distribution (Dr J Rocha from Portugal). LP/LNP rates for Argentina, Panama, and Malta were based on an online distribution map as described earlier, and Oman was also derived from a map reference.24
Incidence rates were restricted to study periods between 1980 and 2008. Whenever possible, the more recent data were used. Values for CD (38/52 countries, 73%) and UC (38/48 countries, 88%) were based on data published by Molodecky et al.23 For CD and UC, respectively, 15.4% and 23% of national rates were calculated. The IBD rates based on responses from Chile32 and Malaysia33,34 are listed as estimates (4% of total for each disease).
National lactase phenotype distributions (n=54) were derived from a variety of published reports as outlined, 16/54 (30%) were derived from Itan et al,24 calculated lactase rates were 2%, while national rates for LP/LNP frequencies were estimated in 13%.35 Rates for IBD and lactase distribution are listed in Table 1.
Table 1 National population-weighted latitudes and average annual calculated ultraviolet B exposures
In general, indirect tests described for lactase distributions included intestinal biopsy and predominantly lactose tolerance and lactose breath hydrogen tests. All three have been validated against lactase genotype.40,41 It is also assumed that national lactase rates have changed more slowly over time, especially in the Old World.
Data from 55 countries were obtained, with a few missing data values. Countries with IBD rates, latitude, annual ultraviolet B exposure (kJ/m2), and percent LNP are listed in Table 1. In subsequent statistical analysis, the measure of ultraviolet B exposure was further divided by 100 (ie, ultraviolet B exposure of 7,000 is referred to as 70) in order to avoid small estimates and to facilitate comparisons. The year 2000 was the median for populations (based on median years of observation) regarding national disease rates. As such, the data cover a period of about three decades.
Table 2 shows Spearman correlation coefficients for all variables in the three groups, ie, global, Europe, and non-Europe. Examples of global correlations for LNP and CD and for LNP and UC are shown in Figures 1 and 2. Summary results for r values are shown graphically in Figure 3A–C. In Figure 3C, it can be seen that the influence of latitude and ultraviolet B exposure on LNP in non-Europe decreases dramatically compared with Figure 3A and B. Modest latitudinal effects in non-Europe are evident and less affected by ultraviolet B exposure. In effect, Figure 3A and B show inverse mirror images. In Figure 3C, the modest to moderate influence of LNP on CD and UC is retained in all three geographic groups.
Figure 1 Graphic presentation of the global relationship between CD incidence rates expressed as log CD rate and distributions of LNP as national percentages.
Figure 2 Graphic presentation of the global relationship between UC incidence rates expressed as log UC rate and distributions of LNP as national percentages.
The results of univariate analyses for rates of CD and UC against the three independent variables (latitude, ultraviolet B exposure, and LNP) within the three geographical groupings are shown in Table 3. For both rates, the three variables showed a significant relationship in all three groupings. Table 4 shows the models that provided the best fits from the multivariable analyses. The best-fit model was selected using the Akaike information criterion (a measure of the relative goodness of fit of statistical models). For CD, LNP dominated statistically, both globally and in Europe, while latitude shared dominance with LNP in non-Europe. For UC, LNP dominated statistically, both globally and in non-Europe, while latitude fit the best model in Europe. The values in Tables 3 and 4 are the EPEs from the negative binomial analyses, which can be interpreted in a multiplicative manner, or as a disease rate ratio. For example, the CD rate ratio is 0.78 for LNP in the global data; this means that for every 10-unit increase in the value of LNP (ie, a 10% increase in LNP proportion), the CD rate is decreasing by 0.78 times, or is 22% less. Therefore, populations with 50% LNP are estimated to have 22% lower CD incidence rates than populations with 40% LNP. The opposite effect is true for latitude. The UC rate ratio is 2.01 in Europe for latitude, which means that for every 10-unit increase in latitude (eg, latitude 50 versus 40), the incidence of UC increases 2.01 times, or by 101%. Figure 4A–C shows the recorded global distributions of CD, LP, and LNP, and the incidence of UC. Demarcations are color-divided by quintiles.
Table 3 Disease rate ratios (95% confidence intervals) from Univariate Negative Binomial Analyses (for every 10-unit change in each variable)
Table 4 Disease rate ratios (95% confidence intervals) from Multivariable Negative Binomial Analyses (for every 10-unit change in each variable)
In scenarios 1 and 2 (concerning LNP distribution), only non-European countries were affected, so analysis within Europe did not change under these two scenarios. Globally, correlation of LNP with other variables under both scenarios barely changed (all changes are less than 0.03). However, in non-European countries, all changes were small except for the correlation between LNP and CD, which changed from −0.54 to −0.41 when changing the LNP distributions of the three countries. Univariate analyses showed almost no change in the disease rate ratio (changes were no more than 0.01) for either scenario when compared with the original analyses. Multiple variable analyses, which concerned only CD in the non-European theater, showed small changes whereby the disease rate for LNP changed from 0.78 to 0.80 and for latitude from 1.58 to 1.74.
Under scenario 3, whereby rate of CD in Hungary changed from 2.2 to 4.6 per 105 population, only small changes were observed. The correlations between CD with all other variables showed a maximum change of 0.03, while the disease rate ratios showed a maximum change of 0.04. It is expected that changing these results affected the global theater much less than the European or non-European theaters because there were fewer countries for subterritorial analyses.
Finally, to control for outcome in more focused areas, we also did a correlation between CD rates and latitudes in 41 European cities (r=0.55, P=0.002, Table 5). These rate/latitude relationships mimic those found based on extrapolated national correlations in Europe. Lactase distributions were not available for individual cities. The relationship with ultraviolet B exposure would be expected to be similar given that correlations between ultraviolet B exposure and latitude are very high in Europe.
Table 5 Comparison of latitudes of European cities with incidence
While the etiology of IBD remains largely unknown, multiple environmental factors have been implicated.26,71 However, none have been confirmed as causative. Observations of the progression of IBD indicate that UC generally precedes a rise in CD by about two decades. In western countries in general, UC incidence rates are stable or declining, while those of CD are increasing or starting to level off.71 In developing countries and countries adopting the western lifestyle, rates of UC may be rising. Among the variables deemed to be important and relevant, has been the generally consistent finding that incidence and prevalence rates for IBD decrease in a north-to-south direction. The possible role of LP/LNP distribution among variables having an impact has received only occasional mention.12
In the current ecological evaluation, we note modest to moderate correlations between both forms of IBD and latitude and ultraviolet B exposure. The subanalysis of data from European cities with more focused geography and individually more homogeneous populations also supports the north-to-south gradient in Europe. CD and UC are moderately correlated, but there are some differences observed between CD and UC relations. There is a slightly better correlation between CD and either latitude or ultraviolet B exposure in the global domain, but a slightly better correlation between UC with either latitude or ultraviolet B exposure in Europe. There are somewhat divergent correlations with latitude or ultraviolet B exposure in both forms of IBD in non-Europe, such that the correlation with UC is now not statistically significant.
We also note that global correlations between latitude or ultraviolet B exposure and LNP (LP/LNP distribution) drops to very weak levels in non-Europe, suggesting that the global pattern is largely due to that found in Europe. The course of UC likely changed in three decades so that rates may have leveled off, while that of CD is increasing. Further, they reflect the roughly two-decade difference in behavior pattern between UC and CD. While migration and intermarriage change the phenotypes of lactose digestion (LP dominant), these are slower than changes in IBD rates.23 As such, LP/LNP distribution is likely to be more stable than disease distribution.
The impact of LP/LNP on IBD remains robust in all domains including non-Europe and the multivariable analysis supports the primacy of LP/LNP. We interpret this as evidence that the effect of LNP (LP/LNP proportions) is independent from that of latitude and ultraviolet B exposure on IBD.
Studies showing the north-to-south gradient effect on IBD rates
Studies from the latter half of the last century generally observed that IBD rates diminish toward the equator, with rising rates in Australia and New Zealand.71 This pattern of latitudinal change has also been reported from Europe as a whole21,27 and within individual countries. The same gradient has been observed in northern France,72 Scotland,73 and the USA.74,75 In a study of the Nurses Health cohorts I and II, Khalili et al arbitrarily divided the USA into three latitudinal regions, and over the period of the study found that the highest latitudinal region was associated with the highest CD rates.75
No north-to-south gradient is found in Canada, largely because there are few inhabitants in the north. However, the west coast of the country has the lowest rates, while the east coast has the highest.76 The north-to-south gradient for CD appears to be more robust than that for UC. For example, in a study by Nerich et al, no north-to-south gradient for UC was noted, but was noted for CD.72 However, in Finland, no gradient for CD was reported, but a north-to-south gradient was reported for UC. Finland has the highest rates of UC reported to date.77 To our knowledge, there is no detailed analysis from Australia and/or New Zealand, but higher rates would be expected in New Zealand, with a south-to-north gradient in Australia. Part of the observed gradient discrepancies between CD and UC may relate to the fact that UC precedes CD by about 20 years.78
The current report incorporating three decades of disease trends supports the published findings. In addition, a very strong correlation between latitude and ultraviolet B exposure was observed, which in turn was correlated with IBD. This finding provides evidence for this relationship between ultraviolet B exposure and IBD rates.19–21,79,80
IBD, latitude, and the ultraviolet B/ vitamin D hypothesis
The main effect of latitude on IBD and other such geographically patterned diseases is thought to be related to sunshine. The effect of ultraviolet B exposure is to increase production of vitamin D in the skin.81,82 Evidence has emerged in the last 15 years that vitamin D modifies the outcome in many diseases, including IBD, through modulation of immunological mechanisms with anticancer and autoimmunity effects.19,81,82 Yet the lack of vitamin D is not the putative cause of IBD and other such diseases. While other variables associated with latitude, such as climate, have also been identified as potentially relevant,83 elements of the western lifestyle are thought to be causative.26 Indeed, current publications on IBD rates show a rise in countries with traditionally high ultraviolet B exposure. Further, differences in IBD rates within regional populations have been found in high latitude northern84 and equatorial or southern hemispheres85,86 with more or less similar ultraviolet B exposure.
Relationship between latitude/ultraviolet B exposure and lactase distribution
In Europe, lack of sunshine and the consequent reduction of vitamin D synthesis in the skin has been postulated to lead to strong selection for LP (the calcium assimilation hypothesis).87 As outlined in the introduction, a counter hypothesis supported by several groups is that LP status evolved in conjunction with pastoralism and herding (the gene-culture coevolution hypothesis).1,8,10 Distribution of lactase phenotypes in the Old World may then have depended both on selection and migrations from central Europe to northern Europe, Russia, and India to the east.8,88,89 Migrations to the New World and South Pacific regions generally were made up of people with LNP, and occurred prior to the emergence of LP genetic dominance. These hypotheses help to explain the more frequent LNP status of indigenous populations in North and South America as well as in New Zealand. The southern continent of Australia and New Zealand was populated much later by LP people from the British Isles.
As seen in Figure 3A–C, the apparent impact of latitude/ultraviolet B exposure is markedly diminished in non-Europe. This effect could be due to the method of assigning single values for each variable to large countries like the USA, People’s Republic of China, and Australia. However, this unusual pattern was also reported previously based on both indirect tests90 and genetic frequencies of LP.9
Relationship between disease and lactase phenotype
If we accept that the current study confirms previous reports of a relationship of latitude and ultraviolet B exposure with IBD and confirms previously reported models of the partial relationship of these variables with LP/LNP proportions, then we should consider the relationship between LP/LNP and IBD. The apparently similar relationship between all three test variables globally and in Europe is challenged by the minimal effect of latitude and ultraviolet B exposure on LNP and weaker correlations between ultraviolet B exposure and IBD. Yet LNP retains its impact on IBD and is in fact more robust. This dichotomy together with the hypothesized different global dispersions of lactase phenotypes suggests an independent LP/LNP mechanism in addition to that of latitude/ultraviolet B exposure.
It is doubtful that LP distributions exert direct pathogenic effects. Rates of IBD have also risen in high LNP populations (eg, Japan, People’s Republic of China, and Korea). It is postulated that any modifier effect of an LP/LNP disease interaction would be more complex than that currently attributed to latitude/ultraviolet B exposure. Several possible modifiers of IBD can be hypothesized and are related to digestion of lactose and its evolution.
Possible modifiers of IBD by lactase distribution
Dairy food consumption
In general, possible modifier mechanisms for LP/LNP status could relate to dairy food consumption. In this instance, a harmful effect of dairy foods for some diseases, including IBD, may occur and LNP status (by virtue of symptomatic lactose intolerance and culture) would reduce the amount of dairy foods consumed. In the case of IBD, a modest increased odds ratio was found on epidemiological grounds and was significant only for UC.13 In another situation, LNP may be protective despite regular dairy food consumption via the effects of undigested lactose on microbial flora. In such cases, lactose could act as a prebiotic, promoting protective bacteria like bifidobacteria.91 This scenario may represent an ecological fallacy on comparison of outcomes in epidemiological and patient-based studies, as has been shown in the case of colorectal cancer.13,92 While mechanisms pertaining to this issue are controversial, dairy food consumption in high LNP countries is much less common than in high LP countries.13 Nevertheless, consumption of dairy foods has been implicated in promoting development of IBD,93 but further studies are required because outcomes are inconsistent. For example, a British study suggested a possible protective effect of unpasteurized milk consumption in CD.94
Coevolution of other genes with LP status could predispose to IBD in modern environments. Emergence of LP status is hypothesized to have incurred an increased risk of intestinal infections and death as a result of drinking unpasteurized milk. A number of genes may have coevolved with LP. For example, HLA types, leading to immune signaling,95 and the NOD2/CARD15 system are hypothesized to have evolved in response to drinking milk and the threat of infection.96 Interestingly, genetic mutations in the NOD2 system, which are associated mainly with terminal ileal CD, are largely confined to Caucasians. In vitro at least, normal function of non-mutated NOD2 requires adequate 1,25(OH)2D3 to be present in cell culture medium. However, mutations in NOD2 cannot be overcome with increasing vitamin D.97 This in vitro study by Wang et al potentially links vitamin D with IBD, and may provide a plausible explanation as to how low ultraviolet B exposure may promote IBD at high latitude.97
Cystic fibrosis, which in the homozygous state is a lethal disease in Europeans, is hypothesized to have incurred a selective advantage in limiting diarrhea in the heterozygous form.98 However, reports of possible protective effects of heterozygous mutations against IBD are conflicting.99,100
Overall, there are only a few contradictory studies examining the impact of lactase phenotype on IBD.101–104 However, almost two dozen other immune-related diseases share genotypes with IBD,105 possibly linking a common epidemiology.
Possible modification of IBD by influence of geography on socioeconomic factors
Countries with higher LNP frequency populations tend to be economically disadvantaged. This is true largely in South America, Africa, and south Asia. Countries like the People’s Republic of China, South Korea, and Japan have already or are adopting more western lifestyles. Most of these countries had lower rates of IBD until towards the end of the last century. It is therefore possible that reporting of IBD rates is influenced by lack of experience with IBD or in economically less favored countries by lack of doctors and inexperience with the disease.
In the middle of the last century IBDs had higher mortality rates. UC initially had a six-fold mortality rate compared with CD, but in the two decades following, the mortality of CD increased.78 If such mortality rates were encountered in countries with previously low IBD rates, their reporting would likely have been more thorough. However, no increased mortality has been reported in low IBD-incidence countries. This could suggest that mortality of IBD has spontaneously receded or that with reduced mortality these diseases are less recognized by local medical communities.
Initial observations suggested that IBD was more common in higher socioeconomic groups. Indeed, the study by Nerich et al from northern France did show a negative association between CD and farming and households below the poverty level.72 However, other reports have refuted this claim.106 Along similar lines, deprivation scores were not related to juvenile onset of CD in Scotland.73 Therefore, the relationship has not been settled. It is possible that failure to diagnose or failure to get medical assistance in low socioeconomic countries nevertheless contribute to low reported incidence rates. The appropriate reporting of outcomes of diseases more common in higher LNP populated countries (eg, stomach cancer, nasopharyngeal cancer, and hepatocellular cancer) suggests that unfamiliarity with IBD might contribute somewhat to under-reporting. More research on the impact of socioeconomic parameters on IBD rates would need to be carried out.
Other possible effects on IBD
Independent of dairy foods and genetic predisposition, observations that infectious diseases are still rampant in areas inhabited by large LNP populations107 raise the question of their role in infections modifying host immunity. Immune reactions to such agents have been postulated to protect against modern day allergic and autoimmune diseases, including IBD.108
A limitation of this analysis is the lack of ability to match data for the five variables (ie, latitude, ultraviolet B exposure, LP/LNP distribution, CD, and UC) in specific regions. As a consequence, it was felt that the best match would be to extrapolate data to a national level. Another limitation of this method is that large countries were identified by unique values for each of the five variables. This technique could hide existing relationships, such as the reports of north-to-south gradients in countries like the USA74,75 and France.72 For example, the nonsignificant latitude/ultraviolet B exposure relationship with LP/LNP and UC in non-Europe may reflect this potential problem. A third limitation is the wide time period chosen to evaluate IBD rates. The primary reason for this is the variable time periods for IBD rates reported from different locales.
However, on examining the five evaluated variables, it should be noted that latitudes and ultraviolet B exposure are stable over time. Single values used for national descriptions take into account measurements from different parts of countries and are population-weighted. These unique descriptors do have a relationship to “national average” yearly ultraviolet B exposure and latitude. In addition, ultraviolet B exposure is more independent of the direction of latitude north or south of the equator.
Although national lactase distributions are even less well defined, they are potential estimates of percentages of populations in local regions and may represent the majority of the country. However, in general, lactase distributions are more stable in Asia, Africa, and Australia, and to some extent in Europe. The most frequent disparity within a region would occur in Africa where tribal differences exist, but for our purposes, no matching IBD data are reported in such countries (eg, South Africa). It is true that migrations in the last decade and a half might have changed the landscape somewhat, but more North Americans than Asians are able to digest lactose. This large population split results in lateral polarity outside Europe. The rates of change in IBD are likely greater than changes in national lactase proportions.23 As such, disease rates are the predominant altering variables. The effect of these changes in disease rate is to reduce correlative findings because of stabilizing UC rates and expanding CD rates in different countries. The different times of onset and change in incidence rates between the two forms of IBD could be separated by as much as 20 years.78 This time differential could account for the somewhat different relationships of CD or UC with LP/LNP distributions.
Our original hypothesis was that the LP/LNP evolutionary divide millennia ago has continued to have an impact on the geographic distribution of modern diseases in the last six decades. As a result, a general pattern correlation may be sufficient without precise regional effects. Within-country relationships will require far more appropriate data to be available in multiple regions of the world. Our findings are based on data that were independently published from different sources, free of bias.
We also emphasize in the current paradigm that neither the concept of the disease rate-reducing effects of latitude/ultraviolet B exposure or LNP population frequency nor the relationship between LNP and latitude/ultraviolet B exposure are new. The most important finding here is that for the first time we relate these three independent variables simultaneously to rates of IBD.
The precise effect of lactase status on IBD and other diseases is not obvious (as was perceived for ultraviolet B exposure and vitamin D), but it is difficult to ignore when evaluating different disease rates among different racial groups (eg, first nations in North America, African Americans in North America, and Maoris in New Zealand, which are all predominantly comprised of LNP people).
This analysis relates modern lactase phenotype distributions to patterns of geographic distributions for IBD in the last 60 years. In the process, the previously observed relationships of latitude and IBD are supported. The close correlation between ultraviolet B exposure and latitude is confirmed, and lends support to the ultraviolet B exposure/vitamin D hypothesis and its impact on IBD. Similarly, the previously hypothesized and observed relationships between geographic distribution of LP/LNP and latitude/ultraviolet B exposure are supported. The findings of this study support the conclusion that the evolution of LP together with pre and post divide migrations contributed to the observed geographic spread of modern diseases currently common in western/industrialized societies.
We propose that the relationship between latitudinal polarity (north-to-south, south-to-north) and LP/LNP distributions mimic each other’s disease-modifying effects through global LP–LNP polarity on a large scale as well. This is most clear in Europe, but there is polarity in non-Europe as well, where LP–LNP polarity generally exists from north-to-south or south-to-north, but seemingly less robustly so than in Europe. Further, polarity exists more evidently in lateral directions, and the current analysis shows that LP/LNP distributions can have independent effects from ultraviolet B exposure. We do not use the term “longitudinal” because this requires reference points; however, in geographic terms, there is a west-to-east and east-to-west polarity implied. In Europe, the polarity appears to be restricted to north-to-south and west-to-east.
IBD represents a model for other diseases associated with polar distributions. The implications of the effects of LP/LNP are likely complex and would require investigation, perhaps for each related disease and on multiple levels. However, coevolution of genes predisposing to modern disease with evolution of lactase is at least one such likely contributing variable.
We would like to thank Dr Ian Shrier, Department of Epidemiology, Jewish General Hospital, McGill University, for his insightful advice and help in setting up data. We would also like to thank Professor Brian Smith, Desautel Department of Management, McGill University, for reviewing and commenting on the manuscript. Finally, we thank Ms Melissa Szilagyi for assistance with calculations of national disease and lactase distribution rates.
This work was supported by a two-year stipend awarded to AS by the Department of Medicine, Jewish General Hospital. AS receives nonspecific general research funds from the Department of Medicine, Jewish General Hospital. In the past 2 years, AS has participated in an advisory board meeting for the Dairy Bureau of Canada. The other authors have no conflicts of interest to declare.
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