# 8.6.26 Tuberculosis 1126

# 8.6.26 Tuberculosis 1126

section 8  Infectious diseases
1126
raw meat, and can be carried by flies. The distribution of enterotoxin-​
producing strains may be more restricted. However, surface con-
tamination of meat with C. perfringens is common and subsequent 
rolling or grinding distributes these organisms throughout. Spores 
germinate and multiply to 106 to 107 cells/​g in the anaerobic envir-
onment created when meat or meat gravy cools slowly or stands at 
ambient temperature. Reheating may not kill these cells and, when 
ingested, they multiply still further, sporulate, and release their toxin.
Enterotoxin-​producing strains of C. perfringens may sometimes 
cause diarrhoea by means of overgrowth in the gut. Patients, usually 
elderly, can experience diarrhoea without known contact with con-
taminated food. The diarrhoea may be short-​lived or persist inter-
mittently for several months. Colony counts of 108 to 1010/​g of faeces 
are associated with the presence of high titres of free toxin. Previous 
antimicrobial treatment may encourage the overgrowth and the 
same strain has been found to cross-​infect patients.
FURTHER READING
Botulism
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Cherington M (2004). Botulism: update and review. Semin Neurol, 24, 
155–​63.
Chertow DS, et al. (2006). Botulism in 4 adults following cosmetic in-
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Fox CK, Keet CA, Strober JB (2005). Recent advances in infant botu-
lism. Pediatr Neurol, 32, 149–​54.
Lalli G, et al. (2003). The journey of tetanus and botulinum neuro-
toxins in neurons. Trends Microbiol, 11, 431–​7.
Sobel J (2009). Diagnosis and treatment of botulism: a century later, 
clinical suspicion remains the cornerstone. Clin Infect Dis, 48, 1674–​5.
Gas gangrene
Aldape MJ, Bryant AE, Stevens DL (2006). Clostridium sordellii in-
fection: epidemiology, clinical findings and current perspectives on 
diagnosis and treatment. Clin Infect Dis, 43, 1436–​46.
Bryant AE, Stevens DL (1996). Phospholipase C and perfringolysin O 
from Clostridium perfringens upregulate ELAM-​1 and ICAM-​1 ex-
pression, and induce IL-​8 synthesis in cultured human umbilical 
vein endothelial cells. Infect Immun, 64, 358–​62.
Bryant AE, et al. (1993). Clostridium perfringens invasiveness is en-
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Bryant AE, et al. (2000). Clostridial gas gangrene I: cellular and molecular 
mechanisms of microvascular dysfunction. J Infect Dis, 182, 799–​807.
Bryant AE, et al. (2000). Clostridial gas gangrene II: phospholipase C-​
induced activation of platelet gpIIbIIIa mediates vascular occlusion and 
myonecrosis in C. perfringens gas gangrene. J Infect Dis, 182, 808–​15.
Bryant AE, et  al. (2006). Clostridium perfringens phospholipase C-​
induced platelet/​leukocyte interactions impede neutrophils diape-
desis. J Med Microbiol, 55, 495–​504.
Centers for Disease Control (2000). Update: Clostridium novyi and un-
explained illness among injecting-​drug users. MMWR Morb Mortal 
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Cohen AL, et  al. (2007). Toxic shock associated with Clostridium  
sordellii and Clostridium perfringens after medical and spontaneous 
abortion. Obstet. Gynecol, 110, 1027–​33.
Darke SG, King AM, Slack WK (1977). Gas gangrene and related in-
fection: classification, clinical features and aetiology, management 
and mortality: a report of 88 cases. Br J Surg, 64, 104–​12.
Maclennan JD (1962). The histotoxic clostridial infections of man. 
Bacteriol Rev, 26, 177–​276.
Shouler PJ (1983). The management of missile injuries. J R Nav Med 
Serv, 69, 80–​4.
Stevens DL, Bryant AE (2005). Clostridial gas gangrene: clinical cor-
relations, microbial virulence factors, and molecular mechanisms  
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cellular biology, pp. 313–​35. Horizon Bioscience, Norfolk, UK.
Stevens DL, et al. (1993). Evaluation of therapy with hyperbaric oxygen 
for experimental infection with Clostridium perfringens. Clin Infect 
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toxin prevents lethal infection, localizes tissue injury, and promotes 
host response to challenge with Clostridium perfringens. J Infect Dis, 
190, 767–​73.
Stevens DL, Bryant AE (2017). Necrotising soft tissue infections. N Engl 
J Med, 377, 2253–65.
Gastrointestinal infections
Abrahao C, et al. (2001). Similar frequency of detection of Clostridium 
perfringens enterotoxin and Clostridium difficile toxins in patients with 
antibiotic-​associated diarrhea. Eur J Clin Microbiol Infect Dis, 20, 676–​7.
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ciated with a novel clostridium species in a neonatal intensive care 
unit. Clin Infect Dis, 35, S101–​5.
Bos J, et al. (2005). Fatal necrotizing colitis following a foodborne out-
break of enterotoxigenic Clostridium perfringens type A infection. 
Clin Infect Dis, 40, e78–​83.
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with Clostridium perfringens type A human gastrointestinal dis-
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Obladen M (2009). Necrotizing enterocolitis—​150 years of fruitless 
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8.6.26  Tuberculosis
Richard E. Chaisson and Jean B. Nachega
ESSENTIALS
Tuberculosis is caused by organisms of the Mycobacterium tuber-
culosis complex, including M.  tuberculosis (the most important), 
M. bovis, and M. africanum. It has been present since antiquity and 


8.6.26  Tuberculosis
1127
is the leading infectious cause of death ahead of HIV infection. An 
estimated 2 billion people worldwide carry latent infection, when 
M. tuberculosis persists within cells and granulomas, with the poten-
tial to reactivate to cause disease decades later.
Tubercle bacilli are transmitted between people by aerosols gen-
erated when an infectious person coughs. Proximity to an infectious 
person determines the risk of infection. Host immunity and factors 
affecting it—​most importantly HIV infection but also diabetes, cig-
arette smoking, and alcohol and drug abuse—​determine the risk of 
active disease following infection.
Clinical presentation of active tuberculosis is highly variable, 
depending on the site, extent of disease, and the immune status of the 
host. Disease is generally classified as pulmonary or extrapulmonary, 
with considerable clinical heterogeneity within each group.
Clinical features—​pulmonary tuberculosis
Following deposition of tubercle bacilli in the alveoli of the lungs, 
they are ingested by alveolar macrophages, multiply intracellularly, 
and eventually cause cell lysis with release of organisms. Over a 
period of weeks, infection spreads to regional lymph nodes, else-
where in the lungs, and systemically. Infected people who success-
fully contain viable bacilli in granulomas may retain a latent infection, 
with lifetime risk of reactivation of about 10%.
Active pulmonary tuberculosis—​this is usually a subacute respiratory 
illness, the most frequent symptoms of which are cough, fever, night 
sweats, and malaise. The cough is initially non​productive, but often 
progresses to sputum production and occasionally haemoptysis. 
Loss of appetite and excessive weight loss are common.
Clinical features—​extrapulmonary tuberculosis
This can be generalized or confined to a single organ, and is found 
in 15–​20% of all cases of tuberculosis in otherwise immunocompe-
tent adults, more than 25% of cases under 15 years of age, and in 
more than 50% of HIV-​related cases. Children under 2 years of age 
have high rates of miliary or disseminated tuberculosis and menin-
geal disease.
Infection spreads from the lungs by lymphatic and haema-
togenous routes. The tissues and organs most likely to be affected 
are the pleura, lymph nodes, kidneys, and other genitourinary or-
gans, bone, and central nervous system. Tuberculosis bacteraemia is 
unusual, but seen most often in patients with HIV infection and low 
CD4 lymphocyte counts.
Pleural tuberculosis—​this is usually the result of relatively small 
numbers of tubercle bacilli invading the pleura from adjacent lung 
tissue, in which case the duration of symptoms is generally brief, with 
patients complaining of symptoms including fever, chest pain, and 
non​productive cough. Pleural tuberculosis involving larger numbers 
of bacilli produces frank empyema and is more common in older 
patients.
Lymphatic tuberculosis—​classic scrofula of the cervical or 
supraclavicular lymph node chains is the most common presen-
tation, but multiple lymph node groups can be involved in HIV-​
infected patients.
Genitourinary tuberculosis—​the most common manifestation is 
renal tuberculosis, resulting from haematogenous seeding of the 
renal cortex during primary infection; this is frequently asymptom-
atic, but might be evident as sterile pyuria.
Bone and joint tuberculosis—​the most common form is vertebral 
tuberculosis (Pott’s disease), resulting from haematogenous seeding 
of the anterior portion of vertebral bodies during primary infection; 
presentation is typically with back pain; constitutional symptoms are 
not prominent in most cases.
Tuberculous meningitis—​meningeal and leptomeningeal bacterial 
replication results in a robust inflammatory reaction that increases 
cerebrospinal fluid pressure and can cause cranial neuropathies. 
Common symptoms are headache, stiff neck, meningism, and an al-
tered mental status, including irritability, clouded thinking, and mal-
aise. The condition is not common, but usually fatal if untreated.
Miliary/​disseminated tuberculosis—​these describe widespread in-
fection with absent or minimal host immune responses, usually 
arising as a result of primary infection, and seen more frequently 
in children and immunocompromised adults. Typical presentation 
is with fever and other constitutional symptoms over a period of 
several weeks.
Diagnosis
Tuberculin skin testing—​intracutaneous injection of purified proteins 
of M. tuberculosis provokes a delayed hypersensitivity reaction which 
produces a zone of induration in those who are infected, but cannot 
distinguish disease from latent infection and may be falsely positive 
from Bacille Calmette–​Guérin vaccination or non​tuberculous myco-
bacterial infections.
Interferon-​γ release-​based assays—​these detect in vitro responses 
to M. tuberculosis antigens. These appear to be more specific than 
tuberculin skin testing because false-​positive reactions due to sen-
sitization from Bacille Calmette–​Guérin vaccination are less likely to 
occur. They may also be more sensitive, and are appealing because 
they do not require patients to return for reading of induration.
Detection of tubercle bacilli—​microscopical staining of acid-​fast 
bacilli in sputum or other tissue is the method most widely used to 
diagnose tuberculosis because it is inexpensive, rapid, and techno-
logically undemanding. However, a relatively large number of bacilli 
are needed for a positive test, and up to 50% of patients with sputum 
cultures positive for M. tuberculosis have negative acid-​fast smears. 
Culture of M. tuberculosis is the gold standard for confirming the diag-
nosis, but takes 10–​40 days, depending on the method used. Nucleic 
acid amplification assays and other rapid diagnostic methods allow 
faster detection of both the presence of mycobacteria and assess-
ment of drug resistance: these have promise in resource-​limited set-
tings, but further validation in endemic countries is needed.
Nucleic acid amplification—​several new commercial assays that 
amplify M. tuberculosis DNA can result in rapid diagnosis of tuber-
culosis (<1 day). Some tests also can detect drug-​resistant mutations, 
providing timely detection of multidrug-​resistant tuberculosis.
Particular issues—​(1) Pulmonary tuberculosis—​this can involve any 
portion of the lungs, hence radiographic findings are usually only 
suggestive, not diagnostic. (2) Pleural tuberculosis—​diagnosis can be 
inferred from pulmonary findings when pulmonary parenchymal in-
volvement is manifest, otherwise analysis of pleural fluid is essential. 
(3) Lymphatic tuberculosis—​swelling of involved nodes accompanied 
by a positive tuberculin skin test and typical biopsy findings are 
strongly suggestive of tuberculosis and warrant presumptive therapy. 
(4) Tuberculous meningitis—​diagnosis requires a high degree of sus-
picion; presumptive therapy is frequently necessary.


section 8  Infectious diseases
1128
Treatment
Drug-​susceptible tuberculosis—​combination therapy with isoniazid 
and rifampin (and other antituberculosis drugs in the first 8 weeks) is 
highly effective. Treatment is usually once daily but can be given as 
infrequently as twice per week, with two major interventions to im-
prove adherence and prevent bad outcomes being directly observed 
therapy and the use of fixed-​dose combination tablets. Modern 
‘short course’ combination chemotherapy is curative in 6 months, 
except for bone and central nervous system tuberculosis, which re-
quire 12 months. Second-​line agents are reserved for treatment of 
drug-​resistant tuberculosis and are generally less potent, more toxic, 
and less readily available.
Drug-​resistant tuberculosis—​this significant challenge arises both 
through infection with drug-​resistant strains (primary or ‘new’ drug 
resistance) and by selection for drug-​resistant strains due to inef-
fective therapy (secondary or ‘previously treated’ drug resistance). 
Multidrug-​resistant tuberculosis is defined as resistance to at least ri-
fampicin and isoniazid. Extensively drug-​resistant disease, which has 
been reported in more than 70 countries, is defined as multidrug re-
sistant plus resistance to fluoroquinolones and at least one injectable 
second-​line agent (capreomycin, amikacin, or kanamycin). Patients 
with drug-​resistant tuberculosis should be managed by a physician 
who is a tuberculosis expert because of the complexity of their regi-
mens and their high risk of failure of death.
Prevention
Strategies to control tuberculosis include: (1) Identification and treat-
ment of infectious tuberculosis cases, which rapidly eliminates in-
fectiousness. (2) Treatment of latent tuberculosis infection—​the use 
of preventive therapy in high-​risk individuals known or strongly 
suspected to be latently infected with M.  tuberculosis can benefit 
not only the individual patient who does not fall ill with tubercu-
losis, but also potential contacts of that patient, who might become 
secondarily infected were disease to develop. (3) Prevention of ex-
posure to infectious particles in air, especially in hospitals and other 
institutions—​infected patients must be identified and managed in 
respiratory isolation. (4)  Vaccination—​the attenuated live vaccine, 
Bacille Calmette–​Guérin, is widely administered throughout the 
world, but remains controversial. Proponents argue that it provides 
about 50% protection against active tuberculosis disease and also 
diminishes haematogenous dissemination of primary tuberculosis 
infection, thereby reducing the incidence of miliary tuberculosis and 
tuberculous meningitis in children.
Introduction
Tuberculosis (TB) is one of the most important diseases in the his-
tory of humanity, and remains an extraordinary burden on human 
health today. Archaeological evidence demonstrates that tubercu-
losis was present in antiquity, and large epidemics of the disease 
emerged in Europe in the Middle Ages. While contemporary phys-
icians consider tuberculosis to be one of the classic infectious dis-
eases, recognition of the clinical manifestations of the disease has 
evolved over the past two millennia. The Greek term phthisis was 
used by Hippocrates to describe the wasting disease later known 
as tuberculosis. While the Greeks recognized various clinical 
manifestations of tuberculosis, understanding of the connection 
between the forms was limited. In the Middle Ages, the study of 
anatomy and the correlation of pathological findings with clinical 
syndromes led to a better understanding of the disease. The term 
‘tuberculosis’ was used first only in the early 19th century, derived 
from the tubercles characterized in the study of pathological fea-
tures of the disease.
The impact of tuberculosis on the human population cannot be 
overstated, as the disease has killed hundreds of millions of people 
over the centuries and has had economic and social effects perhaps 
unparalleled in the history of medicine. Between 1700 and 1950, 
tuberculosis was a great killer in the developed world, earning the 
sobriquet ‘the captain of the men of death’ from John Bunyan, and 
‘the White Plague’ from René and Jean Dubos. The inspiration that 
artists have drawn from tuberculosis, portrayed in literature, opera, 
and art, testifies not only to the importance of the disease within 
their contemporary societies, but also to the extent to which tuber-
culosis affected artists themselves. The annals of art are filled with 
those who succumbed to tuberculosis including Keats, Chopin, the 
Brontë sisters, Stevenson, Poe, and many, many others.
The conquest of tuberculosis through the development of vac-
cines, drugs, and diagnostics was a principal goal of biomedical re-
search in the 19th and 20th centuries. The first description of the 
tubercle bacillus as the cause of tuberculosis by Robert Koch in 1882 
was a scientific landmark. The postulates established by Koch for 
determining the microbial aetiology of disease have continuing in-
fluence today, and molecular correlates of those derived by Koch fur-
ther strengthen the ingenuity of his thesis. Koch also developed the 
microscopic and culture methods for detecting tubercle bacilli, still 
widely used today. Calmette and Guérin developed an effective vac-
cine for tuberculosis in the early 20th century, but use of the vaccine 
was not broad enough to control the disease and it may no longer 
be effective. The discovery of streptomycin by Schatz and Waksman 
in 1943 was a major triumph; both Koch and Waksman received 
the Nobel Prize for their work. The development of additional anti-
microbial agents against tuberculosis in the 1950s, 1960s, and 1970s, 
and the evaluation of chemotherapy in elegant studies conducted 
by the British Medical Research Council, the United States Public 
Health Service, and the United States Veterans Administration led 
to a marked apathy about tuberculosis in the closing decades of the 
20th century.
Despite the availability of curative chemotherapy for more than 
half a century, however, tuberculosis continues to kill more than 
1.5 million people/​year, and causes an enormous amount of suf-
fering and disability. In 1994, the World Health Assembly declared 
that tuberculosis was a global health crisis, and the situation has 
only grown more serious since then. Epidemics of HIV-​related tu-
berculosis and multidrug-​resistant disease have expanded in re-
cent years, and global control of tuberculosis remains a formidable 
challenge.
The unique biological properties of the causative organism, 
Mycobacterium tuberculosis complex, allow for a long incubation 
period between the time of infection and the development of symp-
toms. Latent tuberculosis infection can persist for decades before 
causing disease, or can persist for the lifetime of an infected person 
without ever causing clinically evident illness. Because latent infec-
tion creates a large reservoir of carriers of the infection, disease elim-
ination is difficult to envisage.


8.6.26  Tuberculosis
1129
Aetiology
Tuberculosis is a granulomatous disease caused by organisms of the 
M. tuberculosis complex, including M. tuberculosis, M. bovis, and 
M. africanum, of which M. tuberculosis is the most important. M. tu-
berculosis and the other mycobacteria are small rod-​shaped or curved 
bacilli in the order Actinomycetales, family Mycobacteriaceae, 
with a unique thick cell wall composed of glycolipids and lipids. 
The lipid-​rich coat of the mycobacteria renders these organisms 
resistant to acid decolorization following carbol-​fuchsin staining, 
hence the term ‘acid-​fast bacilli’. Classification of the mycobac-
teria was based for many years on the staining and growth prop-
erties described by Runyon, but this unwieldy system has been 
largely replaced with modern techniques that identify mycobac-
teria by specific DNA sequences and, to a lesser extent, biochem-
ical assays. Mycobacteria are frequently considered according to 
the diseases they cause more than their behaviour in the labora-
tory: M. tuberculosis complex causes tuberculosis; M. leprae causes 
leprosy; and the non​tuberculous mycobacteria, including rapid 
growers, are associated with a variety of manifestations, particularly 
in immunocompromised hosts.
The organisms of the M. tuberculosis complex are remarkably slow 
growing, with a generation time between 20 and 24 h. The exceed-
ingly slow intrinsic reproductive rate of M. tuberculosis contributes 
both to its behaviour as a pathogen and to difficulties in recovering 
the organism in cultures. Moreover, M. tuberculosis is able to persist 
in a latent form within cells and granulomas for many years, and 
can reactivate to cause disease decades after infection is acquired. 
Tubercle bacilli are not known to form spores, but both typical bacilli 
and non​staining forms of the bacteria persist in cells and tissues, 
as evidenced by detection of DNA, years after infection is acquired, 
and retain the capacity to replicate and produce clinical illness. 
These unique biological characteristics make the tubercle bacillus 
exceedingly difficult to combat and control.
Epidemiology
Global incidence
Despite the widely held belief that tuberculosis was waning 
during the 1980s, global tuberculosis incidence has been steady 
or increasing for several decades. In Western Europe and North 
America, the incidence of tuberculosis peaked in the 1700s and 
1800s, and then declined over a period of years before the devel-
opment of chemotherapy. Improvements in hygiene and nutrition, 
along with reductions in household crowding, were credited with 
these trends. Following the introduction of curative treatment for 
tuberculosis in the era following the Second World War the inci-
dence of disease fell even further, and tuberculosis deaths were 
greatly decreased. The success in controlling tuberculosis experi-
enced in the western nations was not replicated in developing coun-
tries, and increasing epidemics of the disease have been occurring 
in these areas. In addition, progress in tuberculosis control in 
the western nations ironically led to neglect of public health pro-
grammes that were responsible for reductions in morbidity. As a 
consequence of inattention to control, the United States of America 
experienced a resurgence of tuberculosis between 1985 and 1992, 
with a 21% increase in the annual number of reported cases during 
that time. In the United Kingdom, tuberculosis incidence has lev-
elled off in recent years, with an annual incidence of 11 cases per 
100 000 people since 1991. Worldwide, tuberculosis continues to 
kill more than 1.5 million people per year, making it the leading 
infectious cause of death ahead of HIV infection. Tuberculosis is 
a leading cause of death in AIDS, and HIV-​related tuberculosis 
deaths are attributed to AIDS not tuberculosis.
The World Health Organization (WHO) estimates that 1.5 bil-
lion people, or one-quarter of the world’s population, are infected 
with M. tuberculosis. From this seedbed of latent infection, about 
10.5  million people became ill with TB and 1.7  million died in 
2016, and most of the cases were detected in developing coun-
tries. The global distribution of tuberculosis case rates is shown 
in Fig. 8.6.26.1. Disease due to M. tuberculosis is most common 
in developing nations, both in absolute numbers and incidence 
of new cases. Twenty-​two countries account for 80% of all cases 
of tuberculosis; India and China are responsible for 40% of cases. 
In general, the highest incidence of disease is found in the coun-
tries of sub-​Saharan Africa where HIV infection has contributed to 
extraordinary increases in case rates. The greatest number of cases 
arise in the populous nations of Asia, which have moderately high 
rates of disease per capita. The global incidence of tuberculosis is 
decreasing slightly, though population growth is resulting in higher 
numbers of cases each year. Declines in incidence in the devel-
oped world have been offset by increasing rates in the HIV-​ravaged 
countries of Africa and by escalating incidence in Eastern Europe 
in the aftermath of the collapse of communism and its public health 
infrastructure.
Effect of age
Tuberculosis typically affects young adults, with peak incidence in 
those aged 25 to 44 years. The dynamics of tuberculosis within a 
particular country or region, however, reflect both historical trends 
in tuberculosis transmission and current risk factors and practices 
of disease control. For example, in Western Europe tuberculosis is 
seen in two demographic groups:  elderly native Europeans who 
were presumably infected many years ago and who experience 
reactivation of latent infections as they age or become immuno-
compromised, and younger immigrants from high-​incidence 
countries in the developing world. Interestingly, increasing age is 
not a risk factor for developing active tuberculosis per se; among 
ageing populations infected with M.  tuberculosis earlier in life, 
the risk of developing disease decreases over time. In the United 
States of America tuberculosis is seen in young adults who have 
immigrated from endemic areas and in those with HIV infection, 
whereas reactivation tuberculosis in older people is increasingly 
uncommon. In the developing world, tuberculosis most com-
monly occurs in young adults, with rapidly escalating rates in those 
with HIV infection. In all countries where tuberculosis is preva-
lent, children who acquire tuberculosis from adults account for 
up to 10% of all cases. Interestingly, children between the ages of 
5 and 15 years have extremely low rates of tuberculosis, even in 
areas with a high disease burden.
Infection and disease
The epidemiology of tuberculosis can be considered as a func-
tion of two distinct but related phenomena:  the likelihood of 


section 8  Infectious diseases
1130
becoming infected with M. tuberculosis and the probability of 
developing disease once infection has occurred. Risk factors 
for becoming infected relate to exposure to infectious cases. 
Throughout the world, living with someone who has infectious 
tuberculosis is the most important risk factor for acquiring in-
fection. The longer the duration of undiagnosed tuberculosis, the 
greater the severity of disease, and the more intimate the con-
tact, the greater the chance of becoming infected. Exposure to 
infectious cases in other environments, including healthcare fa-
cilities, prisons, and the workplace, is another important route 
of infection. In areas of the world where tuberculosis is relatively 
widespread, exposure in the community is commonplace and 
probably unavoidable. In low prevalence countries, community 
exposure is most likely to occur in distinct pockets of increased 
incidence, such as poorer areas of large cities or neighbourhoods 
with high HIV prevalence.
Effect of host immunity
After M. tuberculosis infection is acquired, the risk of developing 
disease is dependent on host immunity. As discussed next, several 
conditions have been identified that increase the risk of active 
disease in a person with latent tuberculosis infection, most notably 
HIV infection. Reactivation from latent tuberculosis infection is an 
important mechanism for the development of adult tuberculosis. 
However, studies using DNA fingerprinting techniques show that 
a significant proportion of tuberculosis cases thought to be due to 
reactivation are actually recently acquired due to reinfection or new 
infection, particularly in high HIV prevalence settings.
Effect of M. tuberculosis strain
Interestingly, strain differences in M. tuberculosis have not been 
associated with the risk of disease, although inoculum size is as-
sociated with probability of becoming ill. For example, household 
contacts of heavily sputum acid-​fast bacilli smear-​positive cases of 
tuberculosis who become infected have a higher incidence of active 
disease than contacts of acid-​fast bacilli smear-​negative cases who 
become infected. On the other hand, while there is some evidence 
that specific strains of M. tuberculosis may more successfully infect 
contacts than other strains, the risk of disease in those infected with 
these transmissible strains is not elevated.
Susceptibility
Tuberculosis is a disease traditionally associated with specific 
population groups, notably the poor, alcohol and drug abusers, 
and, more recently, those with HIV infection. The increased in-
cidence of tuberculosis in impoverished populations is probably 
Fig. 8.6.26.1  WHO-​estimated global tuberculosis incidence rates in 2016.
From ‘Global tuberculosis report 2017’. Geneva: World Health Organization; 2017.


8.6.26  Tuberculosis
1131
multifactorial, involving increased risk of infection (e.g. due to 
crowded living conditions and a higher background prevalence of 
disease in the community) and increased risk of developing dis-
ease after infection (e.g. due to malnutrition). Similar reasons may 
explain the higher rates of tuberculosis seen in cigarette smokers 
and alcohol and drug abusers, with suppression of host cellular 
immunity either directly or indirectly caused by substance abuse. 
The more recent association of tuberculosis and HIV infection is 
clearly related to development of cellular immunodeficiency in 
those with HIV, but in many settings those at highest risk for HIV 
infection are also more likely to be latently infected with M. tuber-
culosis than others.
Effect of the HIV epidemic
The impact of HIV infection on the epidemiology of tubercu-
losis is striking. As will be discussed next, HIV infection is the 
most potent known biological risk factor for tuberculosis. The 
relative risk of tuberculosis in an HIV-​infected person is 200 to 
1000 times greater than in someone without HIV infection. The 
risk of tuberculosis increases shortly after HIV seroconversion, 
doubling within the first year. As a result of the extraordinary 
risk conferred from HIV infection, most tuberculosis patients in 
many sub-​Saharan countries are HIV seropositive. The incidence 
of active tuberculosis in HIV-​infected patients not receiving anti-
retroviral therapy in the United States of America, with latent 
tuberculosis infection defined by a positive tuberculin skin test, 
is about 10% per year. Even when antiretroviral therapy is pro-
vided to individuals with HIV infection, the risk of tuberculosis 
remains substantially higher than in HIV-​uninfected people from 
the same population. Of note, an annual incidence rate of about 
10% is described in HIV-​infected patients in South Africa regard-
less of tuberculin skin test status. In addition, HIV infection is the 
unifying theme in many nosocomial outbreaks of tuberculosis, 
as infection is spread among immunocompromised patients re-
ceiving medical care at the same facility. It is increasingly apparent 
that control of tuberculosis will not be possible globally without 
control of HIV infection.
Effect of drug resistance
Another very important trend in tuberculosis epidemiology is the 
growing problem of drug-​resistant tuberculosis. Drug-​resistant tu-
berculosis is reported as two types: ‘new’ and ‘previously treated’. 
New drug resistance is caused by transmission of a resistant strain 
of M. tuberculosis and previously treated implying the possibility 
of acquired drug resistance during previous treatment (e.g. non-​
adherence or inadequate treatment regimen), though recurrence of 
tuberculosis with drug resistance might also indicate previous in-
appropriate treatment of an unrecognized resistant strain. A global 
survey of resistance performed by the WHO and the International 
Union Against Tuberculosis and Lung Disease found that the me-
dian prevalence of primary drug resistance was 10%, and the median 
prevalence of acquired resistance was 36%. Moreover, ‘hot spots’ 
of drug-​resistant tuberculosis were identified on all continents. 
The most notable of these are in the former Soviet nations where 
multidrug-​resistant (MDR) tuberculosis, defined as resistance to at 
least rifampicin and isoniazid, is identified in 10 to 20% of all cases. 
Multidrug-​resistant tuberculosis treatment is exceedingly difficult, 
since the drugs used are less effective, costlier, and poorly toler-
ated due to drug-​related side effects. Furthermore, failure to con-
trol the spread of drug-​resistant tuberculosis has led to outbreaks of 
extensively drug-​resistant (XDR) tuberculosis, which is defined as 
MDR tuberculosis plus resistance to fluoroquinolones and at least 
one injectable second-​line agent (capreomycin, amikacin, or kana-
mycin). XDR tuberculosis been associated with high rates of mor-
tality in HIV-​infected individuals in South Africa and is reported 
in more than 70 countries globally. Drug-​resistant tuberculosis 
(MDR or XDR) will likely continue without effective implemen-
tation of measures to rapidly diagnose drug resistance and treat it 
appropriately.
Pathogenesis
The development of active tuberculosis, like all infectious dis-
eases, is a function of the quantity and virulence of the invading 
organism and the relative resistance or susceptibility of the host 
to the pathogen. Indeed, one lineage of tuberculosis known as the 
W/​Beijing family of strains is predominant in Southeast Asia, but 
widely distributed in India and South Africa. W/​Beijing strains 
of M. tuberculosis have been associated with outbreaks of drug-​
sensitive and drug-​resistant tuberculosis and may be more virulent 
than other strains. Genetic host factors also play a key role in innate 
non​immune resistance to M. tuberculosis. For example, the human 
gene SLC11A1, which has been mapped to chromosome 2q, may 
help determine susceptibility to tuberculosis, according to a study 
in Africa. But like many infectious diseases, it is likely that resist-
ance to tuberculosis is polygenic.
Transmission
Tubercle bacilli are transmitted between people by aerosols gener-
ated when an infectious person coughs or otherwise expels infec-
tious pulmonary or laryngeal secretions into the air. M. tuberculosis 
bacilli excreted by this action are contained within droplet nuclei, 
extremely small particles (less than 1 µm) that remain airborne for 
long periods and are disseminated by diffusion and convection 
until they are deposited on surfaces, diluted, or inactivated by ultra-
violet radiation. Individuals breathing air into which droplet nu-
clei have been excreted are at risk of acquiring tubercle bacilli by 
inhaling these nuclei and having them deposited in their alveoli, 
where a productive infection may occur. Transmission of tubercu-
lous infection by other routes, such as inoculation in laboratories 
and aerosolization of bacilli from tissues in hospitals, has been docu-
mented, but these are an insignificant means of spread. M. bovis can 
be acquired from contaminated milk from tuberculous cows, but 
modern animal husbandry practices and the pasteurization of milk 
have substantially reduced this mode of infection throughout most 
of the world.
Natural history of tuberculosis in humans
People who are in contact with someone with infectious tuberculosis 
may acquire infection, as described earlier (see Fig. 8.6.26.2). Factors 
that affect the likelihood of infection being transmitted include the 
severity of the disease in the index case (e.g. extent of radiographic 
abnormalities, cavitation, frequency of cough), the duration and 
closeness of exposure and environmental factors such as humidity, 
ventilation, and ambient ultraviolet light. Several studies in diverse 


section 8  Infectious diseases
1132
locations and circumstances have shown that approximately 20–​
30% of close contacts of an untreated tuberculosis patient become 
infected with M. tuberculosis, as demonstrated by the development 
of a reactive tuberculin skin test.
Immune response
Deposition of tubercle bacilli in the alveoli results in a series of pro-
tective responses by the cellular immune system that forestall the 
development of disease in most infected people. Alveolar macro-
phages ingest tubercle bacilli, which then multiply intracellularly 
and eventually cause cell lysis with release of organisms. Killing of 
M. tuberculosis within macrophages is prevented by inhibition of 
phagolysosome formation by the tubercle bacilli through a process 
that is not understood. Additional alveolar macrophages engulf 
progeny bacilli, resulting in further intracellular growth and cell 
death. Over a period of weeks as tubercle bacilli proliferate within 
macrophages and are released, infection spreads to regional lymph 
nodes, elsewhere in the lungs, and systemically. Foci of tubercle 
bacilli can be established in multiple organs, including the lymph 
nodes, brain, kidneys, and bones. In most people, specific im-
munity is developed after several weeks and consists of activated 
T lymphocytes mediating a Th1 type response. Macrophages act as 
antigen-​presenting cells, interacting with CD4 lymphocytes primed 
for M. tuberculosis antigens. Activated CD4 lymphocytes produce 
both IL-​2, which promotes activation of additional T lymphocytes, 
and interferon-​γ, which binds with receptors on macrophages 
and promotes intracellular killing of organisms. Tumour necrosis 
factor-​α production is induced in macrophages, and this too pro-
motes killing of intracellular bacilli. The specific role of CD8 cells in 
the control of tuberculosis has not been fully elaborated, although 
there is evidence that cytotoxic T lymphocytes may play a role in 
containing a tuberculous infection. In addition, CD8 lymphocytes 
also produce interferon-​γ and participate in granuloma formation. 
Recent evidence also supports a role of innate immunity in combat-
ting tuberculosis infection.
The classic immunological response to infection with tubercle 
bacilli is the walling off of viable bacilli in granulomas. Granulomas 
are collections of cells surrounding a focus of M. tuberculosis, usu-
ally within macrophages but sometimes extracellularly, that serve 
to contain the infection. Granulomas consist of macrophages, CD4 
and CD8 lymphocytes, fibroblasts, giant cells, and epithelioid cells 
that produce an extracellular matrix of collagenous and fibrotic 
materials which are continually remodelled and can become cal-
cified. A calcified granuloma at the initial site of infection in the 
lung is referred to as a Ghon complex, while the combination of 
a Ghon complex and a calcified regional lymph node is called 
Ranke’s complex.
The development of the cellular immune response to M. tu-
berculosis is accompanied by the development of delayed-​type 
hypersensitivity to specific antigens from tubercle bacilli. While 
delayed-​type hypersensitivity is distinct from the cell-​mediated 
immunity that provides protection from disease, this sensitivity 
to tubercle-​derived proteins has proved enormously useful for 
diagnosing tuberculosis infection. The use of purified protein de-
rivatives of tuberculin is the basis for estimating the prevalence 
of latent tuberculosis infection in populations, is essential in 
studying the natural history of tuberculosis infection, and is fre-
quently helpful in evaluating patients with suspected tuberculosis 
disease. The difference between delayed-​type hypersensitivity and 
immunity to tuberculosis is underscored by the observation that 
80–​90% of patients with active disease, and therefore clearly not 
immune, have positive tuberculin tests.
For most people acquiring a new tuberculous infection, the de-
velopment of cell-​mediated immunity to the organism is protective 
and holds the bacilli in check, though viability is often maintained. 
A small proportion of them will be unable to contain the infection 
and will progress to active tuberculosis disease, often referred to as 
primary tuberculosis. Factors associated with early progression of 
infection to disease include immunosuppression, particularly with 
HIV infection, a higher inoculum of organisms, malnutrition, and, 
perhaps, concomitant illness. While rates of active disease in chil-
dren > 2 years of age who are contacts of cases are no higher than 
for older contacts, young children with primary tuberculosis do de-
velop more severe forms of tuberculosis than adults, including dis-
seminated disease and tuberculous meningitis.
Reactivation
Those who successfully contain the organism have a latent tuber-
culosis infection that may reactivate later in life. Based on studies 
of latent tuberculosis infection acquired in childhood or adoles-
cence, the lifetime risk of reactivation of M. tuberculosis is about 
10%. Table 8.6.26.1 lists conditions that are associated with an 
increased risk of reactivating latent tuberculosis infection. The 
most potent of these is HIV infection, which increases the rate of 
reactivation by as much as 1000-​fold. Immunosuppression from 
malignancy, cytotoxic therapy, corticosteroids, and other agents 
that alter cellular immune responses also increase the likelihood 
that latent tuberculosis infection will reactivate. Other important 
factors that increase the risk of tuberculosis include diabetes and 
end-​stage renal disease, injection drug use (independent of HIV 
infection), low body weight, gastrointestinal surgery, and silicosis. 
Cigarette smoking is associated with increased tuberculosis inci-
dence, as is alcohol abuse. Recently, the use of inhibitors of tumour 
necrosis factor-​α for the treatment of rheumatoid arthritis or in-
flammatory bowel disease has been associated with increased risk 
of tuberculosis. Rates of tuberculosis are usually higher in older 
people than in younger adults in developed countries, but this 
might represent a higher prevalence of latent infection in older co-
horts, rather than immunological senescence.
Exposure
(to infectious case)
No infection
c.70%
Infection
c.30%
Inadequate
host defences
adequate
Containment
90–95%
Early progression
(primary TB ≤2 years)
5–10%
Late progression
(reactivation TB) 5%
Inadequate
host defences
adequate
Continued
containment
85–90%
Fig. 8.6.26.2  Natural history of tuberculosis.


8.6.26  Tuberculosis
1133
Clinical features
Classification of tuberculosis infection and disease
Infection with M. tuberculosis can result in clinical manifestations 
ranging from asymptomatic carriage of tubercle bacilli to life-​
threatening pneumonia. Asymptomatic individuals with evidence 
of M. tuberculosis infection by tuberculin skin test or interferon-γ 
release assay are considered latently infected. In recent years the 
classification of the different stages of M. tuberculosis in humans 
has evolved as our understanding of the natural history of M. tu-
berculosis has changed, and individuals can no longer be categor-
ized simply as latently infected or actively diseased. Rather, the 
clinical manifestations of M. tuberculosis infection can be viewed 
as a spectrum, ranging from complete elimination of infection by 
host immune responses to truly latent infection with bacilli present 
but controlled by the host, to varying stages of subclinical infection 
with active bacterial replication but no symptoms, to active disease. 
Clinically, patients must still be considered to have either latent in-
fection or active disease, but the status of latent infection can be 
further characterized by imaging studies, and research is underway 
evaluating the potential of gene expression signatures as predictors 
of subsequent disease. Current management of latent infection is 
based on an assessment of the risk of progression to active disease, 
as shown in Table 8.6.26.1.
Clinical presentation of active tuberculosis
This is highly variable, depending on the site and extent of disease 
and the immune status of the host. Historically, active tuberculosis 
has been classified as ‘primary’ or ‘post-​primary’ on the basis of both 
the presumed duration of infection and the clinical features of the 
disease. Recent studies using molecular epidemiological techniques, 
however, suggest that this classification may be unreliable. For ex-
ample, the ‘classic’ presentation of reactivation tuberculosis has been 
seen in patients whose infection is clearly newly acquired, such as in 
nosocomial outbreaks where DNA fingerprinting confirms recent 
transmission. For practical purposes, tuberculosis is generally div-
ided into pulmonary and extrapulmonary forms, with considerable 
clinical heterogeneity within these categories.
Pulmonary tuberculosis
Pulmonary tuberculosis is usually a subacute respiratory infec-
tion with prominent constitutional symptoms. The most frequent 
symptoms of pulmonary tuberculosis are cough, fever, night sweats, 
and malaise. Cough in pulmonary tuberculosis is initially non-​
productive, but often progresses to sputum production and, in some 
instances, haemoptysis. The sputum is generally yellow in colour, 
and is neither malodorous nor thick. Haemoptysis can be seen in 
patients with untreated tuberculosis, but is also a feature of treated 
tuberculosis; damage from prior tuberculosis might result in bron-
chiectasis or residual cavities that can either become superinfected 
or erode into blood vessels or airways, producing haemoptysis. 
Extremely advanced tuberculosis can also present with bloody 
sputum. Rarely, the bleeding is massive leading to shock, asphyxia, 
and death.
Chest pain is not a prominent symptom in pulmonary tubercu-
losis, although musculoskeletal pain from coughing might be noted. 
In patients with tuberculous pleurisy, however, chest pain may be 
present, particularly on inspiration. Radicular pain across the chest 
may be associated with spinal tuberculosis. Dyspnoea alone may be 
a sign of extensive parenchymal destruction, large pleural effusions, 
endobronchial obstruction, or pneumothorax.
Patients with tuberculosis also experience loss of appetite and 
weight loss or cachexia, often out of proportion to their diminished 
intake of food. Increased tumour necrosis factor-​α is hypothesized 
to be the cause of cachexia in tuberculosis. Other symptoms with 
mild severity such as emotional liability, irritability, depression, and 
headache are frequent.
The duration of symptoms varies greatly, but most patients will 
report weeks to months of feeling ill before presentation. In surveys 
of populations with high rates of disease and poor access to medical 
care, a history of cough for more than 3 weeks was strongly asso-
ciated with a diagnosis of active tuberculosis, but in HIV-​infected 
patients any duration of cough predicts elevated risk for disease. 
Untreated tuberculosis is associated with high mortality, but many 
patients have persistent symptoms for years. A study of untreated 
pulmonary tuberculosis in the pretherapy era found that after 5 years 
50% of patients had died, 25% had spontaneously healed, and 25% 
were chronically ill with pulmonary disease. A subset of patients has 
rapidly progressive disease, the so-​called ‘galloping consumption’ of 
old. Nowadays this is most often seen in patients with HIV infection 
or other forms of severe immunosuppression. These patients have 
an escalating course of severe pulmonary symptoms over a period 
of several weeks, often in the setting of disseminated disease. Failure 
promptly to diagnose and treat these patients results in death.
Physical findings in pulmonary tuberculosis are limited and not 
generally helpful in making a diagnosis. Fever is an irregular and 
unreliable feature, and while most patients complain of fevers before 
Table 8.6.26.1  Incidence of active tuberculosis in people with a 
positive tuberculin skin test, by selected risk factors
Risk factor
Number of tuberculosis 
cases/​100 person-​years
Recent tuberculosis infection:
  Infection <1 year past
2–​8
  Infection 1–​7 years past
0.2
  HIV infection
3.5–​14
Injection drug use
  HIV seropositive
4–​10
  HIV seronegative
1
Silicosis
3–​7
Radiographic findings consistent with  
prior tuberculosis
0.2–​0.4
Weight deviation from standard:
  Underweight by ≥15%
0.26
  Underweight by 10–​14%
0.20
  Underweight by 5–​9%
0.22
  Weight within 5% of standard
0.11
  Overweight by ≥5%
0.07
Diabetes mellitus
0.3
Renal failure
0.4–​0.9
None of the above factors
0.01–​0.1


section 8  Infectious diseases
1134
presentation, only one-​half to three-​quarters of patients with con-
firmed tuberculosis have a documented fever. Examination of the 
chest may reveal dullness to percussion and crepitations, although 
these findings are highly variable and non​specific. Signs of consoli-
dation are usually absent. The classic post-​tussive crepitations de-
scribed in the last century are not often present and are not specific 
to tuberculosis. Patients with disseminated tuberculosis may have 
lymphadenopathy, hepatomegaly, or evidence of central nervous 
system involvement, but these are not generally seen in typical pul-
monary tuberculosis. Finger clubbing and cyanosis are findings as-
sociated with prolonged and advanced pulmonary disease. Thus, the 
diagnosis of tuberculosis almost always rests on the patient’s history 
and epidemiological characteristics, in conjunction with laboratory 
studies described next. The most important step in making a timely 
diagnosis of tuberculosis is to think of it in the first place.
Radiological evaluations play a critical role in the diagnosis of 
pulmonary tuberculosis. Disease due to M. tuberculosis can involve 
any portion of the lungs, and radiographic findings are usually only 
suggestive, not diagnostic, of tuberculosis. The typical radiological 
manifestations of pulmonary tuberculosis are upper lobe infiltrates 
that may show cavitation. M. tuberculosis exhibits a unique predi-
lection for the upper zones of the lungs for reasons that are not well 
understood. Latent infection characteristically reactivates in the ap-
ical segments of the upper lobes, or the superior segments of the 
lower lobes. The infiltrates are often fibronodular and irregular, and 
can be diffuse and associated with volume loss. Cavities, when pre-
sent, are rarely symmetrical and do not usually have air–​fluid levels, 
such as those seen in pyogenic lung abscesses. Several examples of 
the radiographic appearance of pulmonary tuberculosis are seen in 
Fig. 8.6.26.3.
(a)
(b)
(c)
(d)
Fig. 8.6.26.3  Radiographic appearance of pulmonary tuberculosis. (a) Extensive tuberculosis with right upper lobe volume loss and 
multiple small cavities. This patient was the source of at least 14 secondary cases in contacts. (b) A 69-​year-​old man with right pleural 
tuberculosis. (c) Diffuse pulmonary nodules in an HIV-​infected man with pulmonary tuberculosis. (d) Cavitary upper lobe disease in an 
HIV-​infected woman.


8.6.26  Tuberculosis
1135
The classic radiographic presentation described here is neither 
pathognomonic nor highly sensitive for pulmonary tuberculosis. 
Several other lung infections, notably the pulmonary mycoses, can 
present with similar findings. More importantly, one-​third to one-​
half of patients with pulmonary tuberculosis lack the classic radio-
graphic findings described. Lower lung zone infiltrates, mid-​lung 
focal infiltrates, pulmonary nodules, and infiltrates with mediastinal 
or hilar adenopathy are also seen. HIV-​infected tuberculosis pa-
tients, in particular, most often present with these ‘atypical’ findings, 
and up to 5% of them might have a normal chest radiograph in the 
setting of sputum cultures that yield M. tuberculosis. The lack of typ-
ical radiographic features should not, therefore, deter the clinician 
from considering the diagnosis in a patient with a clinical history 
compatible with and symptoms of tuberculosis.
CT is increasingly used to evaluate pulmonary disorders, 
including tuberculosis. While the classic findings described earlier 
do not usually require confirmation with a more sensitive test, CT 
scanning is sometimes used to evaluate radiographic findings that 
are not readily explained after an initial assessment. CT scans of 
the chest in patients with tuberculosis may reveal a greater extent 
of involvement than conventional radiographs, including multiple 
nodules, small cavities, and multilobar infiltrates. However, CT 
scanning can only suggest the possibility of tuberculosis in a patient 
with other signs and symptoms consistent with the diagnosis, and 
further evaluation is still required.
The laboratory diagnosis of pulmonary tuberculosis relies on the 
microbiological evaluation of sputum or other respiratory tract spe-
cimens. A  definitive diagnosis requires growth of M. tuberculosis 
from respiratory secretions, while a probable diagnosis can be based 
on typical clinical and radiographic findings with either acid-​fast 
bacilli-​positive sputum or other specimens, or typical histopatho-
logical findings on biopsy material. These latter approaches, how-
ever, have a variable lack of specificity depending on the prevalence 
of disease due to non​tuberculosis mycobacteria in the population.
Throughout most of the world, sputum acid-​fast staining is the 
sole test used to confirm the diagnosis of pulmonary tuberculosis. 
In the settings where it is utilized, the positive predictive value of 
the sputum acid-​fast smear is very high, as the likelihood of non-​
tuberculous mycobacterial disease is quite low. In industrialized 
countries, disease due to the non​tuberculous mycobacteria is rela-
tively more common and reliance on smears without cultures is 
potentially misleading. Despite the best efforts of clinicians, a con-
firmed diagnosis of tuberculosis cannot be established in some pa-
tients who have the disease, and a response to presumptive therapy 
forms the basis for establishing the diagnosis. Further details on the 
microbiological approach to diagnosis are provided next.
Extrapulmonary tuberculosis
In the United States of America extrapulmonary tuberculosis is de-
fined as disease outside the lung parenchyma; in the United Kingdom 
it is defined as disease outside the lungs and pleura. This seemingly 
subtle distinction has considerable epidemiological impact, how-
ever, as pleural tuberculosis is the most common extrapulmonary 
site of disease in the United States of America.
During the initial seeding of infection with M. tuberculosis, de-
scribed earlier, haematogenous dissemination of bacilli to several 
organs can occur. These localized infections, as in the lung, can 
progress into primary tuberculosis or become walled off in small 
granulomas where bacteria may remain dormant if they are not 
killed by cell-​mediated immune responses. Extrapulmonary tuber-
culosis, therefore, can either be a presentation of primary or reacti-
vation tuberculosis.
Extrapulmonary tuberculosis may be generalized or con-
fined to a single organ. In otherwise immunocompetent adults, 
extrapulmonary tuberculosis is found in 15–​20% of all tuberculosis 
cases. In young children and immunosuppressed adults, rates of 
extrapulmonary disease are substantially higher, appearing in more 
than one-​half of HIV-​related tuberculosis cases and one-​quarter of 
tuberculosis cases under 15 years of age. Children less than 2 years 
old have high rates of miliary and meningeal disease.
The organs most frequently involved in extrapulmonary tuber-
culosis are listed in Table 8.6.26.2. To some extent the frequency 
with which specific organs are involved reflects the pathophysiology 
of the disease. Infection spreads from the lungs, the primary site of 
inoculation, by lymphatic and haematogenous routes. The tissues 
and organs most likely to be affected are the pleura, lymph nodes, 
kidneys and other genitourinary organs, bone, and central nervous 
system. Although infection is transiently spread in the blood, tu-
berculosis bacteraemia is unusual and is seen most often in patients 
with HIV infection and low CD4 lymphocyte counts.
The clinical presentation of extrapulmonary tuberculosis depends 
largely on the organ involved. Both pulmonary and extrapulmonary 
disease are found in up to 50% of patients with HIV-​related tubercu-
losis, so it is important to consider the possibility of extrapulmonary 
pathology when pulmonary tuberculosis is diagnosed in an HIV-​
infected patient (and vice versa). Pulmonary involvement is seen 
in up to one-​quarter of patients with tuberculous meningitis and to 
lesser degrees with other sites of disease.
Pleural tuberculosis
This is the result of two distinct pathophysiological sequences, 
which present in strikingly different manners. Most pleural tu-
berculosis is associated with primary infection and is the result of 
seeding of the visceral pleura with relatively small numbers of tu-
bercle bacilli via direct extension from adjacent lung tissue. A large 
proportion of patients with this form of tuberculous pleurisy will 
have obvious pulmonary disease, although findings can be subtle. 
The duration of symptoms is generally brief (e.g. several weeks, and 
patients complain of fever, chest pain, and non​productive cough). 
Other constitutional and respiratory symptoms might be present. 
Unlike pneumococcal pneumonia, which presents abruptly, tuber-
culous pleurisy starts more insidiously.
Table 8.6.26.2  Common sites of extrapulmonary tuberculosis
Site
Percentage of  
extrapulmonary cases
Pleura
20–​25
Lymphatics
20–​40
Genitourinary
5–​18
Bone/​joint
10
Central nervous system
5–​7
Abdominal
4
Disseminated
7–​11


section 8  Infectious diseases
1136
The second form of pleural tuberculosis occurs when larger 
numbers of bacilli invade the pleural space and multiply, producing 
frank empyema. Tuberculous empyema is seen in older patients, 
almost all of whom have extensive pulmonary disease. Patients 
present with prolonged symptoms of cough, chest pain, fever, cach-
exia, and night sweats. Pneumothorax is a common complication 
of tuberculous empyema and may be associated with a more rapid 
disease course.
The radiographic picture in tuberculous pleurisy reflects the 
underlying pathophysiology of the disease. Patients with the pri-
mary type of pleurisy tend to have small unilateral effusions, and up 
to one-​half have visible parenchymal lesions on plain radiographs. 
In patients with tuberculous empyema, the effusions are larger and 
more likely to be loculated, and adjacent pulmonary involvement is 
often evident.
The diagnosis of pleural tuberculosis can be approached along 
several lines. When pulmonary parenchymal involvement is mani-
fest, sputum smears and cultures have a high yield, and the diagnosis 
of pleural disease can be inferred from the pulmonary findings. 
When pulmonary findings are minimal or the initial test results 
unrevealing, analysis of pleural fluid is essential. Acid-​fast stains 
of pleural fluid are usually negative in patients with primary tuber-
culous pleurisy as the number of organisms in the pleural space is 
small. Repeated sampling will show organisms in less than one-​half 
of cases. Similarly, culture results might be negative. The pleural 
fluid is usually serous and exudative, with a protein concentration 
that is more than 50% of the serum level, normal or low glucose, 
and a slightly acidic pH. The pleural fluid white blood cell count 
is usually in the range of 1000 to 10 000 per µl with a lymphocytic 
predominance. Lactate dehydrogenase levels are generally elevated, 
as are adenosine deaminase levels. All of these tests are non​specific 
and cannot reliably distinguish tuberculosis pleurisy from other 
pleural diseases.
Pleural biopsy is frequently useful in establishing a diagnosis 
of tuberculous pleurisy. Percutaneous biopsy of the pleura reveals 
granulomatous inflammation in up to 80% of patients, and cultures 
obtained at the time of biopsy are positive in over one-​half of pa-
tients. If a first attempt fails to provide a diagnosis, a second biopsy 
might be successful. More recently, thoracoscopy has been utilized 
to improve the yield of biopsy by visualizing biopsy targets rather 
than blindly sampling with a percutaneous pleural needle.
Lymphatic tuberculosis
This can occur in any location, but classic scrofula involving the 
cervical or supraclavicular chains is the most common presenta-
tion. Mediastinal and hilar lymphatic tuberculosis is a feature both 
of primary and disseminated disease, but discovery of these lesions 
is usually incidental. The pathophysiology of lymphatic tubercu-
losis is thought to result from drainage of bacilli in the lungs into 
supraclavicular and posterior cervical lymph node chains. In con-
trast, lymphatic disease caused by non​tuberculous mycobacteria 
usually involves anterior cervical, preauricular, or submandibular 
lymph nodes, suggesting acquisition through the oropharynx. In 
patients with HIV infection, multiple lymph node groups can be in-
volved including axillary, inguinal, mesenteric, and retroperitoneal.
Symptoms in lymphatic tuberculosis are generally limited, un-
less the disease is disseminated. Painless swelling of a lymph node 
is the most common presentation. Constitutional symptoms are not 
prominent in most cases. Examination of the area may reveal several 
enlarged lymph nodes, as only about 20% of patients have disease of 
a solitary node.
The diagnosis of lymphatic tuberculosis usually depends on 
cultures from affected nodes. Biopsies may show granulomatous 
changes and acid-​fast bacilli. Such findings are non​specific, how-
ever, and cannot distinguish tuberculous from non​tuberculosis 
lymphadenitis. As discussed elsewhere, the presence of a positive tu-
berculin skin test in the setting of typical biopsy findings is strongly 
suggestive of tuberculosis; in the setting of suspected lymphatic tu-
berculosis, these findings warrant presumptive therapy.
Genitourinary tuberculosis
This encompasses a broad array of clinical entities, ranging from 
disease of the kidneys to endometrial, prostatic, and epididymal 
disease. The most common of these is renal tuberculosis, which re-
sults from haematogenous seeding of the renal cortex during the 
primary infection. The pathogenesis of other genitourinary sites is 
either from downstream extension of renal infection over time or 
from haematogenous seeding at the time of the initial acquisition of 
M. tuberculosis.
Renal tuberculosis is probably underdiagnosed because it is fre-
quently asymptomatic. Many cases of genitourinary tuberculosis 
are diagnosed as a result of routine urinalyses that detect sterile py-
uria. The development of symptoms reflects a more advanced stage 
of disease, associated with considerable tissue destruction. When 
genitourinary tuberculosis is symptomatic, the most common 
symptoms are localized and include urinary symptoms and flank 
pain. In men, tuberculosis can cause prostatitis and epididymitis, 
both of which can present with pain resulting from swelling. In 
women, genital tract tuberculosis may be symptomatic when it in-
volves the ovaries and Fallopian tubes; pelvic pain is also a feature 
of endometrial tuberculosis. Menstrual abnormalities and infertility 
may be the only signs of genital disease, however.
The diagnosis of genitourinary tuberculosis depends on the ana-
tomical site of the disease. Renal tuberculosis, as noted, is suggested 
by sterile pyuria, and the diagnosis rests on isolation of organisms 
in the urine. Early morning urine samples are more likely to grow 
M. tuberculosis than spot samples obtained at other times. In pa-
tients with symptoms of upper urinary tract illness, radiological 
studies are often helpful. The kidneys may appear calcified on ab-
dominal radiographs. Intravenous pyelography may show distorted 
or dilated calyces or renal pelvis, papillary necrosis, cavitation, or 
abscesses of the renal parenchyma, or intrarenal or ureteral obstruc-
tions. Use of renal ultrasonography or CT scanning may be more 
sensitive for identifying the abnormalities of renal tuberculosis, but 
contrast radiography is the technique with which the greatest ex-
perience has accrued. When tuberculosis of the bladder is suspected, 
cystoscopy with biopsy may lead to the identification of granulomas 
before identification of organisms by culture. Diagnosis of prostatic, 
testicular, or epididymal tuberculosis is usually accomplished with 
cultures obtained by fine needle aspiration or transurethral resec-
tion of the prostate. Cervical and endometrial tuberculosis can be 
diagnosed by biopsy with culture.
Tuberculous meningitis
This is the most common central nervous system manifestation of 
tuberculosis (see Chapter 24.11.1). It is much more likely to occur 


8.6.26  Tuberculosis
1137
in children under the age of 15 years and in HIV-​infected patients 
than in immunocompetent adults. Although meningitis accounts 
for only a small fraction of all cases of tuberculosis, it is a devastating 
form of the disease that is uniformly fatal if left untreated.
The pathogenesis of meningeal tuberculosis varies with the age 
and immunological status of the patient. Reactivation of micro-
scopic granulomas in the meninges was found by Rich to cause 
diffuse meningeal infection. These foci of infection are probably 
implanted at the time of primary bacillaemia. When these lesions 
rupture into the subarachnoid space they invoke an inflammatory 
response leading to tuberculous meningitis. Meningeal disease can 
also complicate miliary disease, especially in children. Likewise, 
adults can acquire meningeal disease during bacillaemia of miliary 
disease, but this is not the usual pathogenesis of meningeal infection. 
Rarely, invasion into the spinal canal from a paraspinous or vertebral 
focus can also be the source of central nervous system involvement.
The clinical features of tuberculous meningitis are the conse-
quence of the pathophysiological process underlying the disease. 
Meningeal and leptomeningeal bacterial replication results in a ro-
bust inflammatory reaction, often localized to the base of the brain. 
The number of bacilli present is usually limited, and the severity of 
illness is a function of the host response. Meningeal inflammation 
causes increases in cerebrospinal fluid pressure and can also cause 
cranial neuropathies. Patients complain of headache, neck stiff-
ness, meningism, and an altered mental status, including irritability, 
clouded thinking, and malaise; as the disease progresses, symptoms 
worsen considerably.
The clinical spectrum of tuberculous meningitis has historically 
been categorized in three stages, defined by the British Medical 
Research Council in 1948. Stage 1 consists of a prodrome lasting for 
1 to 3 months. Non​specific symptoms such as fever, malaise, and 
headache predominate. In this stage, patients are conscious and ra-
tional, but may have signs of meningism. Focal neurological signs 
are absent and there are no signs of hydrocephalus. In stage 2 dis-
ease, single cranial nerve abnormalities such as ptosis or facial par-
alysis appear, and paresis and focal seizures might occur. Kernig’s 
and Brudzinski’s signs have been noted as well as hyperactive deep 
tendon reflexes. Prominent signs include alterations in mentation, 
behavioural change, impaired cognitive ability, and increasing 
stupor. Headache and fever are also common features of this stage 
of disease.
In stage 3, patients are comatose (Glasgow coma scale 8 or below) 
or stuporous and often have multiple cranial nerve palsies and hemi-
plegia or paraplegia. By this stage, hydrocephalus is common and 
chronic inflammation in the enclosed space of the skull may result in 
significant intracranial hypertension. Seizures may be a prominent 
feature.
Fever, headache, altered level of consciousness, and meningism 
are present in most patients in most large studies, although no one 
single sign or symptom has any reliable degree of sensitivity or spe-
cificity. Children can be especially difficult to diagnose as symptoms 
such as fever, vomiting, drowsiness, or irritability are commonly 
seen in many minor viral illnesses.
Transient tuberculous meningitis that presents as an aseptic men-
ingitis and resolves without treatment has been described. Benign 
presentations of meningeal tuberculosis are uncommon in clinical 
practice, and when the diagnosis is made, treatment is mandatory, 
even in the patient with seemingly trivial symptoms.
The diagnosis of tuberculous meningitis is often difficult and re-
quires a high degree of suspicion. In the setting of disseminated 
disease, signs of tuberculosis in other organs, particularly the lungs, 
are often present. Between 25 and 50% of patients with meningitis 
in most series also have radiographic evidence of pulmonary tu-
berculosis, either active or healed. The critical features of tuber-
culous meningitis, however, are found in the cerebrospinal fluid. 
Patients with tuberculous meningitis usually have elevated cere-
brospinal fluid pressure. An exudative fluid with a mononuclear 
cell pleocytosis is characteristic. Cerebrospinal fluid is usually 
clear and the protein is generally in the range of 100–​500 mg/​dl. 
Hypoglycorrhachia is typical, with cerebrospinal fluid glucose less 
than 50% of the serum value. The white blood cell count rarely ex-
ceeds 1000 per µl, and cell counts below 500 are typical. In early 
meningitis, the cells may be predominantly neutrophils, but mono-
nuclear cells predominate in most instances. Acid-​fast stains of 
concentrated cerebrospinal fluid are only positive in one-​third or 
fewer of patients, and cultures are positive in only one-​half, although 
repeated sampling increases the yield.
The disastrous consequences of failing to diagnose tuberculous 
meningitis, coupled with the low yield of cerebrospinal fluid acid-​
fast stains and cultures, has prompted the development of additional 
tests for establishing a diagnosis. Adenosine deaminase was initially 
reported to be exceptionally accurate for tuberculous meningitis. 
Subsequent experience, however, has found it to be insufficiently 
specific to distinguish tuberculosis from a variety of other acute and 
chronic meningitides. Several other tests based on identification of 
mycobacterial antigens or specific antibodies have been evaluated, 
but none has been found to be reliable. Nucleic acid amplification 
tests such as polymerase chain reaction (PCR) have great appeal, but 
the sensitivity and specificity of available assays are only moderately 
good. Thus, the diagnosis of tuberculous meningitis often rests on 
the astute judgement of a clinician with a high degree of suspicion 
based on epidemiological and clinical clues. Presumptive therapy is 
frequently necessary.
Central nervous system tuberculomas
These are an unusual manifestation and are seen in a small pro-
portion of patients with tuberculous meningitis. Tuberculomas 
are the result of enlarging tubercles that extend into brain paren-
chyma rather than into the subarachnoid space. Patients with HIV 
infection appear to have an increased risk of central nervous system 
tuberculomas, but the disease is far less common than toxoplas-
mosis, even in areas where tuberculosis is highly prevalent. Central 
nervous system tuberculomas may appear with clinical features of 
meningitis or of intracranial mass lesions. In the absence of menin-
geal involvement, seizures or headaches may be the only symptoms. 
The diagnosis is suggested by brain imaging, with MRI scanning 
being more sensitive than CT scanning. Biopsy of the lesion is re-
quired for diagnosis, and material should be submitted for histo-
pathological staining and culture.
Bone and joint tuberculosis
These can affect several areas, but vertebral tuberculosis (Pott’s dis-
ease) is the most common form, accounting for almost one-​half of 
cases. Haematogenous seeding of the anterior portion of vertebral 
bone during initial infection sets the stage for later development of 
Pott’s disease. Infection grows initially within the anterior vertebral 


section 8  Infectious diseases
1138
body, then may spread to the disc space and to paraspinous tissues. 
Destruction of the vertebral body causes wedging and eventual col-
lapse. Patients usually complain of back pain, with constitutional 
symptoms less prominent. Neurological impairment is a late com-
plication, but delays in diagnosis are common and many patients ex-
perience neurological sequelae. Imaging studies of the spine usually 
reveal anterior wedging, collapse of vertebrae, and paraspinous ab-
scesses. The diagnosis is established with bone biopsy or curettage, 
or by culture of the drainage from a paraspinous abscess.
Abdominal tuberculosis
Tuberculosis in the abdomen is relatively uncommon and can take 
two forms: (1) tuberculous enteritis and (2) peritoneal tuberculosis. 
The former was much more common in the era of unpasteurized 
milk and was due to M. bovis.
Tuberculosis can occur in the intestines by a variety of means; 
swallowed sputum, haematogenous spread, or the ingestion of 
contaminated milk or food. The most common presentation is with 
non​specific abdominal pain. Diarrhoea occurs as a result of either 
bowel wall inflammation or partial obstruction, and sometimes 
rectal bleeding occurs. The ileo-​caecal region is most commonly af-
fected and can result in a mass in the right iliac fossa. Tuberculous 
enteritis can mimic Crohn’s disease clinically, endoscopically, and 
radiographically. Bacilli are rarely seen in biopsies, so culture of 
tissue is essential in suspected cases.
Peritoneal tuberculosis probably results from haematogenous 
spread from a pulmonary focus or, sometimes, spread from adja-
cent enteric infection. Abdominal pain and fever, in association with 
other systemic symptoms of tuberculosis, are common but the main 
clinical presentation is with ascites. The ascitic fluid is lymphocytic 
with a high protein content, although the latter might not be seen in 
patients with cirrhosis (who are at increased risk of peritoneal tuber-
culosis). Bacilli are rarely seen in the ascitic fluid so culture is essen-
tial. Diagnosis is best made by biopsy of peritoneal tubercles under 
direct vision, either by laparoscopy or by mini-​laparotomy. One 
of the main differential diagnoses is ovarian cancer and it should 
be recognized that serum CA-​125 can be elevated in tuberculous 
peritonitis.
Miliary tuberculosis and disseminated tuberculosis
These are terms used interchangeably to describe widespread in-
fection and the absence of minimal host immune responses. The 
term ‘miliary tuberculosis’ is derived from the classic radiographic 
appearance of haematogenous tuberculosis, in which tiny pul-
monary infiltrates with the appearance of millet seeds are distrib-
uted throughout the lungs. Miliary tuberculosis is a more common 
consequence of primary tuberculosis infection than reactivation, 
and is seen more frequently in children and immunocompromised 
adults. Primary miliary tuberculosis presents with fever and other 
constitutional symptoms over a period of several weeks. Clinical 
evaluation may reveal lymphadenopathy or splenomegaly and chor-
oidal tubercles on retinoscopy. Laboratory tests might show only an-
aemia. The chest radiograph is initially normal but later develops 
the typical miliary pattern. Involvement of multiple organ systems is 
the rule; usually liver, spleen, lymph nodes, central nervous system, 
and urinary tract. Patients with reactivation of latent infection who 
present with miliary disease may have a more fulminant course, al-
though progression to severe disease without treatment is the rule in 
all patients. The diagnosis is made on tissue biopsy and culture, as 
sputum smears are usually negative, reflecting the small numbers of 
bacilli typically present in respiratory secretions.
Other forms of extrapulmonary tuberculosis are less common 
than those listed earlier, and the diagnosis is based on a combination 
of clinical suspicion and the results of biopsies and cultures. Ocular, 
adrenal, and cutaneous tuberculosis are all rarely encountered in the 
modern era, even in immunocompromised patients.
Diagnostic testing
Evaluation of patients for M. tuberculosis infection or disease relies 
on both non​specific and specific tests. Imaging studies, body fluid 
chemistries and cell counts, and histochemical staining, as just de-
scribed, are useful and important tests for the diagnosis of tuber-
culosis. Specific studies for identifying mycobacterial infections 
include the tuberculin skin test, interferon-γ release assays, acid-​
fast microscopy, nucleic acid amplification tests, and mycobacterial 
culture.
Tuberculin skin testing
Tuberculin skin testing involves the intradermal injection of puri-
fied proteins of M. tuberculosis (purified protein derivative, or PPD 
tuberculin) that provokes a cell-​mediated delayed-​type hypersen-
sitivity reaction which produces a zone of induration. Tuberculin 
originated with Robert Koch who prepared a tubercle sensitin that 
he thought would cure tuberculosis. Administration of Koch’s tu-
berculin, of course, did not cure the disease, and hypersensitivity 
reactions to the agent were sometimes severe or fatal, bringing 
Koch great discredit. Fortunately, it was recognized that because 
tuberculin induced reactions in people who were infected with tu-
berculosis the substance might prove a better diagnostic test than 
treatment. Current tuberculin preparations are composed of pro-
teins derived from culture filtrates and stabilized with a detergent 
to prevent precipitation. The standard dose of tuberculin is 5 tu-
berculin units (TU) of PPD-​S, equivalent to 0.1 mg tuberculin in a 
volume of 0.1 ml. In recent years, a worldwide shortage of tuberculin 
has limited use of this technique.
Tuberculin testing is used to identify people with M. tuberculosis 
infection, and the test cannot distinguish those who have disease 
from those with latent infection. Induration is the key feature of a 
tuberculin response, and the result of tuberculin testing is categor-
ized according to the amount of induration measured. Because 
tuberculin contains antigens also found in non​tuberculous myco-
bacteria, such as Bacille Calmette–​Guérin (BCG), false-​positive 
reactions occur.
Tuberculin skin testing should be done by the Mantoux method 
of intradermal injection, as this is the only technique that has been 
standardized and extensively validated. Multipuncture devices 
should not be used. The amount of induration should be measured 
2 to 7 days after the injection; measurements performed precisely 48 
to 72 h later are not essential. The transverse diameter of induration 
should be measured in millimetres using a ruler.
Criteria for the interpretation of tuberculin skin tests vary ac-
cording to clinical and epidemiological circumstances. Cut-​off 
points for positive tests developed by the American Thoracic 
Society and the Centers for Disease Control and Prevention 


8.6.26  Tuberculosis
1139
(CDC) are listed in Table 8.6.26.3. A cut-​off point of 5 mm indur-
ation is used for individuals who are at high risk of tuberculosis 
infection, or at high risk of disease if infected. Such people include 
the close contacts of infectious patients and patients with radio-
graphic abnormalities consistent with tuberculosis. The rationale 
for the 5-​mm cut-​off in these patients is that the prior probability 
of infection is high. A 5-​mm cut-​off is also used for HIV-​infected 
patients and those immunocompromised by corticosteroids or 
other agents. Failure to diagnose tuberculosis infection in these 
people could be calamitous, so a lower threshold is used to maxi-
mize sensitivity. The use of control antigens such as candida or 
tetanus toxoid to aid the interpretation of tuberculin tests in 
HIV-​infected patients has been shown to be of no value and is not 
recommended.
A cut-​off point of 10 mm induration is used for people from popu-
lations with a high prevalence of tuberculosis or for individuals with 
conditions that increase the risk of developing active disease if in-
fected. This would include immigrants from endemic areas, resi-
dents of some inner cities, and healthcare workers, as well as patients 
with diabetes, renal disease, silicosis, and other medical conditions 
associated with an elevated risk of reactivation of latent tuberculosis. 
Finally, a cut-​off of 15 mm is used in people who have no risk fac-
tors for tuberculosis infection or disease. In most instances, these 
patients would not be tested.
Tuberculin testing does have limitations in both sensitivity and 
specificity.
False-​negative tuberculin tests result from both errors in ap-
plying and interpreting the test and from anergy. Errors in in-
jection of tuberculin are common, and inter-​reader variability 
in measuring results is high. Fortunately, if there is doubt about 
the interpretation of a skin test, multiple readers can measure the 
result over a period of days, or the test can be repeated and re-
interpreted. Specific anergy to tuberculin is seen in several situ-
ations. Approximately 10–​20% of patients with culture-​confirmed 
pulmonary tuberculosis fail to respond to tuberculin as a result 
of anergy. These patients often will mount a response after their 
disease has been treated. HIV-​infected patients have a high preva-
lence of anergy, both to tuberculin and other antigens. Only 10–​
40% of patients with low CD4 counts and confirmed tuberculosis 
respond to tuberculin. Transient anergy is associated with acute 
viral infections such as measles, live virus vaccinations, and other 
acute medical illnesses.
Interferon-​γ release assays
Tuberculin skin testing is frustratingly crude and somewhat cum-
bersome, but despite its limitations has proved superior to nu-
merous more ‘modern’ assays including antibody tests and other 
in vitro immunodiagnostics. Recently, however, the use of assays to 
detect interferon-​γ production by sensitized T cells in response to 
challenge with specific antigens from the RD1 region of the M. tu-
berculosis genome has shown promise as an alternative to tuberculin 
testing. Two commercial interferon-​γ release assays, one an enzyme-​
linked immunospot (T-​SPOT-​TB) and one an enzyme-​linked im-
munosorbent assay (ELISA) (Quantiferon TB Gold-​In Tube or 
Quantiferon Plus) are now approved in several countries for in vitro 
diagnosis of tuberculosis infection. These assays are more than 90% 
sensitive for active tuberculosis and more specific than tuberculin 
testing in BCG-​vaccinated individuals, correlate better than tuber-
culin skin testing with exposure to a point source of infection, and 
may not be compromised by immunosuppression related to HIV in-
fection. In some studies, these assays have greater sensitivity than 
tuberculin skin testing and almost always have better specificity. In 
evaluating individuals with latent tuberculosis infection, however, 
the lack of a gold standard of diagnosis makes comparisons diffi-
cult. However, emerging evidence suggests that interferon-​γ release 
assays may be more accurate than tuberculin testing in predicting 
which people are at greatest risk of developing subsequent active 
tuberculosis disease. Thus, the assays have enormous potential and 
Table 8.6.26.3  Criteria for tuberculin positivity, by risk group
Reaction ≥5 mm induration
Reaction ≥10 mm induration
Reaction ≥15 mm 
induration
HIV-​positive persons
Recent immigrants (i.e. within the last 5 years) from high-​prevalence 
countries or regions
Persons with no risk factors 
for tuberculosis
Recent contacts of infectious tuberculosis patients
Injection drug users
Persons with fibrotic changes on chest radiograph 
consistent with prior tuberculosis
Residents and employees of the following high-​risk congregate settings:
Prisons and jails
Nursing homes and other long-​term facilities for older people
Hospitals and other healthcare facilities
Residential facilities for patients with AIDS
Homeless shelters
Patients with organ transplants and other 
immunosuppressed patients (receiving the 
equivalent of ≥15 mg/​day prednisone for 1 month 
or more)
Persons with the following clinical conditions that place them at high risk:
Silicosis
Diabetes mellitus
Chronic renal failure
Some haematological disorders (e.g. leukaemias and lymphomas)
Other specific malignancies (e.g. carcinoma of the head or neck and lung)
Weight loss of ≥10% of ideal body weight
Gastrectomy
Jejunoileal bypass
Others
Mycobacteriology laboratory personnel
Children <4 years of age or infants, children, and adolescents exposed to 
adults at high risk


section 8  Infectious diseases
1140
might contribute to improved detection of both active and latent tu-
berculosis infections.
One serious limitation of interferon-​γ release assays is high rates 
of reversion of positive tests in individuals undergoing serial testing, 
including healthcare workers. Several studies have shown that 
among healthcare workers in low incidence areas, between 40 and 
70% of initially positive individuals become negative when re-​tested 
6–​18 months later. Management of positive tests in people at low 
risk of infection, such as healthcare workers in settings with little 
or no exposure to the disease, is challenging and underscores the 
wisdom of the 2000 ATS/​CDC guidelines for tuberculin testing: a 
decision to test is a decision to treat. Only people felt to be at risk 
for M. tuberculosis infection and who should be treated, if positive, 
should be tested.
Microscopic staining
Microscopic staining of acid-​fast bacilli is the method most widely 
used to diagnose tuberculosis throughout the world. Acid-​fast 
staining is inexpensive, rapid, and technologically undemanding, 
making it an attractive technique for identifying mycobacterial in-
fections. The waxy glycolipid matrix of the mycobacterial cell wall is 
resistant to acid–​alcohol decolorization after staining with carbol-​
fuchsin dyes, and red bacilli are visible after counterstaining. Both 
the Ziehl-​Neelsen method (which requires heat fixation) and the 
Kinyoun method utilize methylene blue or malachite green counter-
stains, and have similar sensitivities for identifying acid-​fast bacilli 
in clinical specimens.
The major limitation of acid-​fast staining is that a relatively 
large number of bacilli must be present to be seen microscopically. 
Acid-​fast smears are generally negative when there are fewer than 
10 000 bacilli/​ml of sputum, and many microscope fields need to be 
examined to identify bacilli even when there are 10 000 to 50 000 
bacilli/​ml. Thus, up to 50% of patients with sputum cultures positive 
for M. tuberculosis have negative acid-​fast smears. In settings where 
the sputum smear is the only test done to confirm tuberculosis, 
many smear-​negative cases go undetected. This is a serious problem 
for patients without cavitary tuberculosis, who tend to have fewer 
bacilli in their sputum, including many HIV-​infected tuberculosis 
patients in developing countries.
Several techniques can be used to improve the yield of sputum 
smears. The most important method is enrichment of the spe-
cimen through concentration of the sputum. Centrifugation 
of sputum allows examination of the bacilli-​rich pellet, which 
improves the sensitivity of smears substantially. Treatment of 
sputum with mucolytic agents is also helpful in identifying or-
ganisms by both smear and culture. Use of fluorochrome proced-
ures to identify mycobacteria is more sensitive, but less specific, 
than acid-​fast stains. Auramine O or auramine-​rhodamine dyes 
are used on concentrated smears and examined under a fluor-
escence microscope. This technique allows much more rapid 
screening of slides than the traditional methods, but confirm-
ation of positive results with Ziehl-​Neelsen or Kinyoun staining 
is essential, as false-​positive fluorochrome results are not un-
common. Fluorescence microscopy has been limited historically 
to well-​equipped reference laboratories, but the introduction of 
light-​emitting diode (LED)-​based fluorescent microscopes has 
substantially lowered the cost of this technology and increased 
availability in resource-​limited areas.
The proper collection of specimens is also important for opti-
mizing the results of microscopy and culture. Early morning sputum 
specimens tend to have a higher yield than specimens collected at 
other times, and overnight sputum collections have provided even 
greater sensitivity. Morning gastric aspirates have a moderate yield 
for acid-​fast bacilli in children, who generally have a difficult time 
producing sputum. Sputum induction with hypertonic saline is 
useful in evaluating patients with minimal or no sputum produc-
tion, and the use of fibreoptic bronchoscopy is often advocated for 
patients with negative sputum smears.
Examination of multiple specimens increases the sensitivity of 
sputum microscopy for acid-​fast bacilli. The first smear identifies 
70–​80% of patients, the second another 10–​15%, and the third an-
other 5–​10%. Review of additional specimens has little value.
In addition to the modest sensitivity of acid-​fast staining, the 
specificity of this technique can also present problems. The mor-
phological properties of the mycobacteria are sufficiently similar 
to make distinguishing M. tuberculosis from non​tuberculous myco-
bacteria impossible on the basis of acid-​fast smears. This is not a 
serious problem where tuberculosis is common and non​tuberculous 
mycobacterial infections are unusual. However, in many industrial-
ized countries, disease due to the non​tuberculous mycobacteria is 
relatively common, and distinguishing these types of infections has 
important therapeutic and public health implications. Thus, while 
sputum microscopy is useful because of its rapidity and low cost, it 
should be supplemented with culture or other more sensitive and 
specific tests whenever feasible.
Culture, nucleic acid amplification, and 
susceptibility testing
Culture of M. tuberculosis
This is the gold standard for confirming the diagnosis of tubercu-
losis. A variety of media are available that support the growth of 
mycobacteria, including egg-​based and potato-​based solid media 
and several broth-​based media. The intrinsic growth rate of M. tu-
berculosis makes the recovery of the organism in culture a slow pro-
cess. In traditional egg-​based media such as Lowenstein–​Jensen, 
growth of colonies of M. tuberculosis takes between 3 and 6 weeks, 
and 7H11 agar requires an average of 3 to 4 weeks to show colonies. 
Obviously, the slow pace of these traditional culture systems inter-
feres with optimal patient management, and more rapid techniques 
are required.
Several faster (not rapid) systems for detection of mycobacteria 
in culture have been commercially developed. The Mycobacterial 
Growth Indicator Tube (MGIT) is a broth-​based system that 
uses fluorescence detection to monitor growth. Both manual 
and automated systems are available. Once growth is detected, 
staining to identify acid-​fast organisms and species identifica-
tion need to be performed. The time to detection of mycobac-
teria using MGIT is considerably faster than conventional solid 
media, and the yield can be appreciably higher. Contamination 
of cultures with bacteria and fungi is common, and laboratory 
cross-​contamination remains a concern. Nevertheless, the use of 
MGIT can increase case detection rates and speed the time to de-
tection of tuberculosis.
Many clinical laboratories use more than one culture system 
for mycobacteria, both to increase the overall recovery rate and to 


8.6.26  Tuberculosis
1141
provide quality control. In addition, if one culture becomes contam-
inated, alternative cultures can still be utilized.
Preparation of specimens for mycobacterial culture
This follows the same steps as outlined for acid-​fast smears. In 
addition, specimens being submitted for culture also require de-
contamination to prevent overgrowth by more rapidly multiplying 
bacteria. Sodium hydroxide (NaOH) and N-​acetyl-​l-​cysteine are 
commonly used together for mucolysis and decontamination. 
By necessity, decontamination also inactivates more than 50% of 
mycobacteria in a specimen, thereby reducing the potential yield 
of the culture. Failure to decontaminate, however, leads to bacterial 
overgrowth and uninterpretable results. Lack of growth as a result 
of overdecontamination and bacterial overgrowth resulting from 
underdecontamination underscore the importance and utility of 
obtaining multiple specimens for culture, when possible. As with 
sputum smears, the yield of mycobacterial culture increases with 
evaluation of additional specimens.
Speciation
After mycobacterial growth has been identified, speciation of the 
organism is required. Conventional techniques for identification 
of mycobacterial species involve characterization of colony morph-
ology, pigmentation, rate of growth, and biochemical tests. Niacin 
reduction, nitrate reduction, and lack of catalase activity at elevated 
temperatures are all characteristic of M. tuberculosis. Species iden-
tification using these methods is time consuming and tedious, and 
further delays the diagnosis of tuberculosis.
The use of nucleic acid probes has dramatically simplified speciation 
of mycobacteria in recent years. DNA probes that react with specific 
mycobacterial rRNA sequences to form DNA–​RNA hybrids that can 
be readily detected by chemoluminescence are commercially available 
for M. tuberculosis, M. avium complex, M. kansasii, and M. gordonae. 
These probes can be performed within hours of detection of myco-
bacterial growth, and significantly accelerate the diagnosis of specific 
pathogens. The sensitivity of these probes is approximately 90–​95%, 
depending on the species, with specificities approaching 100%. 
Cultures that fail to respond to any of the DNA–​RNA probes are al-
most always due to another mycobacterial species, but final identifica-
tion depends on the laborious biochemical techniques of old.
Nucleic acid amplification
The difficulties of identifying mycobacteria in patient specimens ac-
centuate the need for rapid and sensitive diagnostic methods for tu-
berculosis. Recently, several commercial nucleic acid amplification 
tests have been introduced, including assays based on reverse tran-
scription (RT)-​PCR, transcription-​mediated amplification, ligase 
chain reaction, and strand displacement amplification. All of these 
techniques use specific M. tuberculosis DNA sequences as targets for 
nucleic acid amplification. The great advantage of these assays is that 
they can provide results within 1 day of the collection of specimens. 
Their disadvantage is that they are uniformly less sensitive than cul-
ture, particularly in sputum smear-​negative patients. Early studies 
also suggested that specificity was excellent overall but was reduced 
in smear-​positive samples; further refinements in these assays have 
resulted in improved sensitivity and specificity, and their diagnostic 
role in both smear-​negative sputum and extrapulmonary disease has 
grown accordingly.
Recent advances in DNA amplification have made rapid detection 
of M. tuberculosis gene sequences more easily performed, marking 
a potentially revolutionary change in the diagnosis of tuberculosis. 
Line probe assays, using solid-​phase PCR techniques to identify 
signature sequences from M. tuberculosis can identify up to 99% 
of sputum smear-​positive specimens and between 50 and 70% of 
smear-​negative specimens. The turn-​around-​time for these assays 
is 4–​8 hours, and most results can be returned, in theory, within a 
few days, dramatically accelerating the diagnosis. In addition, as dis-
cussed next, line probe assays can also be used to detect resistance 
mutations associated with isoniazid, rifampicin, ethambutol, and 
several second-​line antituberculosis drug resistance. Unfortunately, 
rapid genetic testing for pyrazinamide resistance, a key predictor 
of response to treatment of MDR and XDR tuberculosis, is not yet 
possible with these assays.
Another new addition to the diagnostic armamentarium is the 
Xpert MTB/​RIF® assay. This commercial kit uses molecular bea-
cons to identify both M. tuberculosis gene sequences and specific 
mutations responsible for more than 95% of all rifampicin resist-
ance. It detects M. tuberculosis complex and rifampicin resistance 
by PCR amplification of rpoB gene sequences. The test kit is con-
tained in a small cartridge into which sputum is placed, and the 
entire process is automated within the cartridge and a tabletop 
machine, with results returned in 90–​120 minutes. The sensitivity 
of the assay is more than 98% for smear-​positive sputum and 60–​
70% for smear-​negative samples, with a sensitivity of more than 
95% for rifampicin-​resistance. The ability to provide a diagnosis 
of tuberculosis and determine rifampicin-​susceptibility within 2 
h is of enormous importance, and this assay is now being rolled 
out through much of the world. Conventional drug suscepti-
bility testing is still required for patients found to have rifam-
picin resistance, but from a clinical perspective the diagnosis of 
rifampicin-​resistant tuberculosis is tantamount to MDR tubercu-
losis in most settings, and treatment decisions can be based on the 
Xpert ­result. A new version of the Xpert platform, Xpert Ultra, has 
a new cartridge design that has greatly improved sensitivity and 
retains good specificity.
Antigen testing
A rapid, point-​of-​care test that allows diagnosis of tuberculosis at 
the bedside is the Holy Grail of tuberculosis control, but such a tool 
has been challenging to develop. One approach evaluated in re-
cent years is testing urine for the M. tuberculosis cell wall antigen 
lipoarabanomannin, using lateral flow technology similar to home 
pregnancy tests. Several early studies found lipoarabanomannin 
present in urine of a high proportion of hospitalized HIV-​infected 
patients with tuberculosis, but subsequent studies found very low 
yields (<15%) in ambulatory patients with or without HIV infec-
tion, though specificity is high. The WHO currently recommends 
that bedside urine lipoarabanomannin testing be used in hospital-
ized patients with HIV and CD4 cell counts less than 100 suspected 
of having tuberculosis. Here, sensitivity might be as high as 50–​60%, 
and when combined with Xpert testing can result in a diagnosis in 
up to 90% of patients.
Drug susceptibility testing
Susceptibility testing of M. tuberculosis isolates is essential for both 
clinical management and public health purposes. Susceptibility tests 


section 8  Infectious diseases
1142
for the first-​line antituberculosis drugs should be performed on at 
least one culture at the time of diagnosis for all patients. If the initial 
isolate is susceptible to the first-​line agents and treatment proceeds 
without incident, additional susceptibility tests are not required. 
Susceptibility testing should be performed for patients who relapse 
with tuberculosis and for patients who are treatment failures after 
3–​4 months of therapy.
Conventional susceptibility testing for M. tuberculosis uses 
standard concentrations of antituberculosis drugs to measure in-
hibition of bacterial growth in culture. Drugs tested routinely 
include isoniazid, rifampicin, pyrazinamide, ethambutol, and 
streptomycin. Testing of second-​line antituberculosis drugs is only 
done when resistance to the first-​line agents is documented or 
strongly suspected.
Susceptibility testing is generally performed on subcultures of the 
primary isolate, though direct inoculation of sputum or other spe-
cimens can be performed in the case of a strongly positive acid-​fast 
bacilli smear. The standard method for measuring susceptibility to 
antituberculosis drugs is the proportions method. The organism is 
grown on agar plates in the presence of known concentrations of 
specific drugs. Growth on the plates is then compared with growth 
on control plates. By convention, if the test plate shows a colony 
count that is more than 1% of the control value, the isolate is re-
sistant. Laboratories will report the isolate as being susceptible or 
resistant to the concentration of the drug used in the assay.
Another method for susceptibility testing is to use the MGIT 
system, in which culture bottles contain antituberculosis drugs. 
Growth indices are compared to control cultures to determine sus-
ceptibility. The MGIT system provides results more quickly than the 
proportions method, is automated, but is more expensive. Recently, 
the microscopic examination of growth in wells that are filled with 
liquid culture medium (MODS) has been reported to enable de-
tection within about 10 days and permit rapid assessment of drug 
resistance. This technique has some promise in resource-​limited 
settings, but it is labour intensive and needs further validation in 
endemic countries.
As noted earlier, the use of molecular methods to determine 
tuberculosis drug susceptibility is a major advance. Specific mu-
tations in M. tuberculosis have been identified which confer resist-
ance to antituberculosis drugs. For example, mutations in a small 
region of the rpoB gene of M. tuberculosis are responsible for more 
than 90% of all rifampicin resistance. Sequencing of this portion 
of the genome using a variety of techniques has been shown to 
be feasible in research laboratories. Rapid identification of rifam-
picin resistance by molecular methods (line probe assay) would 
be of enormous clinical benefit, as almost all rifampicin-​resistant 
M. tuberculosis isolates are also resistant to isoniazid and are, by 
definition, multidrug resistant. Thus, early detection of resistance 
mutations would allow early initiation of appropriate treatment and 
infection control measures. A point-​of-​care nucleic acid amplifica-
tion test, such as the Xpert MTB-​RIF, can detect at least rifampicin 
resistance, and a new cartridge design that detects mutations asso-
ciated with resistance to other drugs has recently been introduced. 
Among culture-​positive patients, a single, Xpert MTB/​RIF test 
done on sputum directly had 98.2% and 72.5% sensitivity in smear-​
positive and negative tuberculosis, respectively; and a 99.2% speci-
ficity in patients without tuberculosis. Molecular diagnosis of other 
types of resistance has been bolstered by whole genome sequencing, 
which allows a clearer understanding of associations between gen-
etic polymorphisms and phenotypic resistance.
Treatment of active tuberculosis
The treatment of tuberculosis requires the use of a combination of 
antimycobacterial drugs active against the strain of M. tuberculosis 
causing the patient’s disease. The use of multiple agents is necessitated 
by the emergence of drug resistance when single agents are used. 
Mutations that confer resistance to antimycobacterial drugs arise 
spontaneously in wild-​type populations of M. tuberculosis in frequen-
cies ranging from 1 in 105 to 1 in 108 bacilli. In the presence of large 
numbers of organisms, such as are present during active pulmonary 
disease, a single agent will kill susceptible bacilli, but naturally drug-​
resistant mutants will survive and eventually emerge to cause drug-​
resistant disease. Since the mechanisms of resistance are genetically 
distinct and arise independently, multiple drug resistance within a 
single organism is exceedingly rare in nature. The use of two or more 
agents with different mechanisms of action assures that populations 
of drug-​resistant bacilli are not selected for during therapy.
Antituberculosis drugs
These are divided into first-​line and second-​line agents. The first-​
line agents are widely available and used routinely in the treatment 
of tuberculosis, while the second-​line agents are generally less po-
tent, more toxic, and less readily available. Exceptions are the newer 
fluoroquinolones, such as moxifloxacin and levofloxacin, which ap-
pear to have good activity against M. tuberculosis. The addition of 
moxifloxacin to standard treatment has not been shown to shorten 
the duration of tuberculosis treatment, however. Second-​line drugs 
are reserved for the treatment of drug-​resistant tuberculosis. Table 
8.6.26.4 lists the first-​line antituberculosis drugs, their activity in the 
treatment of tuberculosis, and common toxicities.
Regimens currently used for the treatment of tuberculosis have 
been developed on the basis of trials conducted by the British 
Table 8.6.26.4  Drugs for the treatment of tuberculosis
Agent
Activity
Toxicity
Isoniazid
Bactericidal
Liver, peripheral nerve, hypersensitivity
Rifampicin
Bactericidal and sterilizing
Liver, gastrointestinal, discoloration of body fluids, nausea, haematological
Rifapentine
Bactericidal and sterilizing
Liver, gastrointestinal, discoloration of body fluids, nausea, haematological
Pyrazinamide
Sterilizing
Liver, hyperuricaemia, gout, malaise, gastrointestinal
Ethambutol
Bacteriostatic (dose-​dependent)
Liver, optic neuritis, skin


8.6.26  Tuberculosis
1143
Medical Research Council since the late 1970s. By combining 
drugs that target both rapidly growing bacillary populations and 
slow-​growing or semi-​dormant organisms within cells, modern 
short-​course chemotherapy can successfully cure drug-​susceptible 
pulmonary tuberculosis in 6 months. The regimens recommended 
for treatment of drug-​susceptible tuberculosis are shown in Table 
8.6.26.5. Treatment of extrapulmonary tuberculosis is generally for 
the same duration as for pulmonary disease, with the exceptions of 
bone and joint and central nervous system tuberculosis, which are 
treated for 12 months.
The dynamics of mycobacterial growth are such that treatment 
need be administered only once daily, and can be given as infre-
quently as once a week in some circumstances. The long generation 
time of M. tuberculosis and a postantibiotic effect of antituberculosis 
drugs make more frequent drug dosing unnecessary. The dosages 
for drugs are listed in Table 8.6.26.6 according to the frequency with 
which they are administered.
Isoniazid remains a key component of treatment because of 
its high bactericidal activity. Rifampicin is essential for short-​
course therapy because it is active against all populations of ba-
cilli, both within and outside of cells. Pyrazinamide is uniquely 
active during the first 2 months of therapy, but appears to have no 
activity thereafter. The addition of pyrazinamide to the treatment 
regimen allows the duration to be reduced from 9 to 6 months, 
however. Ethambutol has bacteriostatic activity at lower doses and 
bactericidal activity at high doses. This agent is primarily given 
to prevent the emergence of drug resistance, as it appears to add 
little activity to combination regimens against drug-​susceptible 
tuberculosis.
Although antituberculosis therapy is remarkably well tolerated 
and almost always given on an ambulatory basis, important drug 
toxicities do exist. The most serious adverse drug reaction during 
tuberculosis treatment is liver toxicity, which may occur in up to 5 
to 10% of treated patients. Isoniazid, rifampicin, and pyrazinamide 
are all associated with liver toxicity and use of these agents to-
gether increases the risk of a reaction. Isoniazid is the agent most 
frequently implicated when reactions occur. Isoniazid can produce 
an idiosyncratic hepatocellular injury, manifested by elevated liver 
enzymes and clinical hepatitis. Elevation of transaminases does not 
always portend the development of hepatitis, but may serve as an 
important signal to anticipate clinical toxicity. The development of 
signs and symptoms of hepatitis, such as abdominal pain, nausea, 
vomiting, or jaundice, requires immediate discontinuation of iso-
niazid, as continuing treatment can result in death from hepatic 
Table 8.6.26.5  2016 American Thoracic Society/​Centers for Disease Control and Prevention/​Infectious Disease Society of America/​Treatment 
Guidelines for drug-​susceptible tuberculosis in children and adults
Regimen
Intensive Phase
Continuation Phase
Range of 
total doses
Comment
Drugs
Interval and doses
(minimum duration)
Drugs
Interval and doses
(minimum duration)
1
INH
RIF
PZA
EMB
Seven days per week for  
56 doses (8 weeks), or
five days per week for 40 doses 
(8 weeks)
INH
RIF
Seven days per week for  
126 doses (18 weeks), or
five days per week for  
90 doses (18 weeks)
182 to 130
This is the preferred regimen for patients 
with newly diagnosed pulmonary 
tuberculosis.
2
INH
RIF
PZA
EMB
Seven days per week for  
56 doses (8 weeks), or
five days per week for 40 doses 
(8 weeks)
INH
RIF
Three times weekly for  
54 doses (18 weeks)
110 to 94
Preferred alternative regimen in situations 
in which more frequent DOT during 
continuation phase is difficult to achieve.
3
INH
RIF
PZA
EMB
Three times weekly for 24 doses 
(8 weeks)
INH
RIF
Three times weekly for  
54 doses (18 weeks)
78
Use regimen with caution in patients with 
HIV and/​or cavitary disease. Missed doses 
can lead to treatment failure, relapse, and 
acquired drug resistance.
4
INH
RIF
PZA
EMB
Seven days per week for  
14 doses then twice weekly for 
12 doses5
INH
RIF
Twice weekly for 36 doses  
(18 weeks)
62
Do not use twice weekly regimens in HIV-​
infected patients or patients with smear-​
positive and/​or cavitary disease. If doses are 
missed then therapy is equivalent to once 
weekly, which is inferior.
Reproduced from Nahid P et al. (2016). Official American Thoracic Society/​Centers for Disease Control and Prevention/​Infectious Diseases Society of America Clinical Practice 
Guidelines: Treatment of Drug-​Susceptible Tuberculosis. Clin Infect Dis 63(7), e147–​95 with permission from Oxford University Press.
Table 8.6.26.6  Dosage recommendation for the initial treatment of tuberculosis in children and adults
Drugs
Daily dose
Twice-​weekly dose
Thrice-​weekly dose
Children
Adults
Children
Adults
Children
Adults
Isoniazid (mg/​kg)
10–​20 (max. 300 mg)
5 (max. 300 mg)
20–​40 (max. 900 mg)
15 (max. 900 mg)
20–​40 (max. 900 mg)
15 (max. 900 mg)
Rifampicin (mg/​kg)
10–​20 (max. 600 mg)
10 (max. 600 mg)
10–​20 (max. 600 mg)
10 (max. 600 mg)
10–​20 (max. 600 mg)
10 (max. 600 mg)
Pyrazinamide (mg/​kg)
15–​30 (max. 2 g)
15–​30 (max. 2 g)
50–​70 (max. 4 g)
50–​70 (max. 3.5 g)
50–​60 (max. 3.5 g)
50–​60 (max. 3.5 g)
Ethambutol (mg/​kg)
15–​25 (max. 1.5 g)
15–​25 (max. 1.5 g)
50 (max. 4 g)
50 (max. 4 g)
25–​30
25–​30
Streptomycin (mg/​kg)
20–​40 (max. 1.0 g)
15 (max. 1.0 g)
25–​30 (max. 1.5 g)
25–​30 (max. 1.5 g)
25–​?30 (max. 1.5 g)
25–​30 (max. 1.5 g)


section 8  Infectious diseases
1144
failure. Risk factors for developing isoniazid hepatotoxicity include 
increasing age, chronic liver disease, alcohol abuse, daily dosing of 
isoniazid, and use of other hepatotoxic drugs, including rifampicin 
and pyrazinamide. In addition, individuals with a slow isoniazid 
acetylation genotype are significantly more likely to develop hep-
atotoxicity from the drug than intermediate or rapid acetylators. 
Isoniazid interferes with metabolism of pyridoxine (vitamin B6) 
which can result in a sensory neuropathy. Coadministration of 
pyridoxine with isoniazid abrogates this effect without comprom-
ising the antimicrobial activity.
Rifampicin also causes hepatotoxicity, although the character-
istic picture of liver disturbances due to rifampicin is cholestasis. 
However, the incidence of hepatotoxicity when rifampicin is 
given with isoniazid is substantially greater than when isoniazid 
is given alone. Rifampicin predictably causes a discoloration of 
body fluids, resulting in orange-​tinted tears, sweat, and urine. 
Haematological toxicity from rifampicin includes thrombocyto-
penia and anaemia. Higher doses of rifampicin may produce a 
hypersensitivity reaction, with fever, rash, and joint swelling. It is 
for this reason that doses of rifampicin are not escalated during 
intermittent therapy, whereas the intermittent dosages of the 
other drugs are increased to deliver weekly doses that are equiva-
lent to daily dosing.
Pyrazinamide is often associated with arthralgias, and may pre-
cipitate gout. Pyrazinamide inhibits renal tubular uric acid excre-
tion, resulting in increased serum uric acid levels. Frank gouty 
arthritis is relatively uncommon with pyrazinamide use, and its fre-
quency is reduced with intermittent dosing. Routine use of allopur-
inol to prevent gout is not recommended.
The major toxicity of ethambutol is optic neuritis, which is 
common at doses above 30 mg/​kg daily and unusual at doses below 
25 mg/​kg daily. Patients receiving ethambutol should have baseline 
tests of visual acuity and colour discrimination, with monthly moni-
toring while on treatment. Ethambutol use is discouraged in chil-
dren under 8 years old because of their inability reliably to report 
visual disturbances. However, the incidence of optic neuritis with 
the doses of ethambutol typically used is so low that its use in young 
children is only relatively contraindicated.
Monitoring of therapy
Patients receiving therapy for tuberculosis require regular moni-
toring to assess adherence with therapy, clinical response, and 
adverse reactions. In the initial phase of therapy, monitoring by a 
nurse or other trained clinician at least weekly is recommended, 
and supervision of every dose of medication is suggested by the 
WHO and other authorities (see next). Patients should be ob-
served for clinical responses, including fever defervescence, im-
provement in cough and appetite, and weight gain. Improvement 
in these symptoms and signs can take several weeks, but usually 
occurs within 3 weeks after starting treatment. Failure to improve 
suggests that the patient is not adhering to treatment, has drug-​
resistant tuberculosis, or has another illness in addition to, or in-
stead of, tuberculosis.
Treatment response should also be documented with repeated 
sputum smears and cultures and a follow-​up chest radiograph after 
2 to 3 months (for pulmonary tuberculosis). All patients should 
have a repeat sputum smear and culture after 2 months of therapy; 
those who are smear or culture positive at 2 months should have 
another at 3 months. Failure to convert sputum smears and cultures 
to negative with 3 months of therapy is associated with a high risk 
of treatment failure; patients who are still smear or culture posi-
tive at 4  months of treatment are considered treatment failures 
and should be evaluated for drug-​resistant disease. A culture at the 
end of therapy is recommended to document cure, while an end of 
therapy radiograph is not necessary. Because mycobacterial DNA 
can remain in pulmonary secretions long after the disease is effect-
ively treated, monitoring with nucleic acid amplification tests is not 
recommended.
Monitoring for drug toxicity is also required throughout therapy. 
At least monthly monitoring for symptoms and signs of liver toxicity 
is essential, and patients should be advised to stop therapy and seek 
care if evidence of hepatitis is noted. Routine liver enzyme moni-
toring is recommended primarily for patients with underlying liver 
disease or baseline abnormalities in liver enzymes. Patients with 
symptoms of hepatitis, of course, should have liver studies obtained. 
As already noted here, monthly visual assessment is also recom-
mended when ethambutol is given.
Adherence to therapy and directly observed therapy
Since the 1960s experts in tuberculosis have noted that the suc-
cess of treatment depends largely on adherence to therapy. Poor 
adherence to therapy is responsible for treatment failures, early 
relapses, and the emergence of drug-​resistant disease. Two major 
interventions to improve adherence and prevent poor outcomes 
are directly observed therapy (DOT) and the use of fixed-​dose 
combination tablets. DOT was first promoted in the 1950s in 
India, and experience with DOT grew over the ensuing years. 
Intermittent dosing of tuberculosis therapy, along with the rela-
tively short course of treatment, make supervision of treatment 
feasible in many settings. Ecological and programmatic studies of 
DOT programmes have shown that the introduction of DOT im-
proves cure rates for tuberculosis, reduces non​adherence, and re-
duces the emergence of drug-​resistant disease. Two observational 
studies have shown better survival of HIV-​infected tuberculosis 
patients who receive DOT.
On the other hand, two randomized trials of DOT in developing 
countries have not found improved treatment completion rates 
compared with self-​administered treatment. These trials have 
been criticized for demonstrating only that DOT can be done 
badly, but the lack of randomized studies documenting that DOT 
per se leads to improved outcomes is of some concern. The data 
from observational studies are compelling, however, and DOT 
has been shown to be cost-​effective in resource-​limited settings 
and, therefore, is strongly encouraged by many experts and pro-
fessional organizations. Use of wireless technologies, including 
secure video links, is a modern ­alternative to in-person supervi-
sion of therapy.
The use of fixed-​dose combination tablets is intended to reduce 
the risk of selecting for drug resistance, as opposed to improving 
adherence generally. By combining two, three, or four medica-
tions in the same tablet, depending on the regimen being used, 
the opportunity for patients to receive partial treatment that 
would select for drug resistance is avoided. The bioequivalence 
of fixed-​dose combinations to individual medications has been 
established for some, but not all, of the combination products on 
the market.


8.6.26  Tuberculosis
1145
The catastrophic state of global tuberculosis control in the 1990s 
led the WHO to promulgate the directly observed therapy, short-​
course (DOTS) strategy. This strategy is a series of policies related 
to national tuberculosis control practices. The five elements of the 
DOTS strategy are:
1	 Governmental commitment to tuberculosis control
2	 A reliable supply of tuberculosis drugs
3	 Diagnosis of tuberculosis cases microscopically
4	 A registration system for tracking the outcomes of treatment
5	 Supervision (DOT) of at least the first 8 weeks of treatment
The DOTS strategy has been extremely successful in focusing 
attention on serious problems in tuberculosis treatment and con-
trol, and implementation of the programme in several countries 
has produced remarkable improvements in clinical outcomes for 
patients with tuberculosis. There is strong evidence that the use 
of the DOTS strategy results in lower rates of drug-​resistant tu-
berculosis. However, further expansion of the DOTS strategy and 
improvements in tuberculosis treatment programmes are clearly 
needed.
Treatment of multidrug-​resistant tuberculosis
This is beyond the scope of this chapter. Patients with drug-​
resistant tuberculosis should be managed by a physician who is 
a tuberculosis expert. Effective treatment and cure of multidrug-​
resistant tuberculosis (MDR-​TB) requires use of a combination 
of drugs that include second-​line drugs which are less effective 
than first-​line agents, have a greater toxicity, or demonstrate both 
disadvantages. In recent years, a shorter course of treatment with 
the so-​called ‘Bangladesh regimen’ of seven antituberculosis 
drugs has shown high MDR tuberculosis cure rates with just nine 
months of treatment. In addition, two new drugs, bedaquiline 
and delamanid, have been shown to speed the time to culture 
conversion and cure when given in combination with other 
second-​line drugs and will be a significant advance to further 
improve outcomes of such patients. Evidence from clinical trials 
and programmatic data from South Africa show that the use of 
bedaquiline to treat MDR-TB greatly improves survival and clin-
ical outcomes. In 2018, the WHO recommended routine use of 
bedaquiline for treating MDR-TB and the elimination of inject-
able agents. Supervised therapy is considered mandatory for pa-
tients with resistant tuberculosis. Physician mistakes remain one 
of the leading causes of the emergence of multidrug-​resistant and 
extensively drug-​resistant tuberculosis (XDR-​TB), and the identi-
fication of a drug-​resistant isolate of M. tuberculosis should result 
in immediate expert consultation. It is also clear that addressing 
drug-​resistant tuberculosis cannot be accomplished without ad-
dressing the overall tuberculosis control effort.
Treatment of tuberculosis in HIV-​infected people
The United States (ATS/​CDC/​Infectious Disease Society of 
America) recommendations for the treatment of tuberculosis in 
HIV-​infected adults are, with a few exceptions, the same as those 
for HIV-​uninfected adults (i.e. standard 6-​month rifampicin-​
based therapy). The development of acquired rifampicin resist-
ance has been noted among HIV-​infected patients with advanced 
immune suppression treated with twice weekly rifampicin-​based 
or rifabutin-​based regimens. Consequently, patients with HIV 
infection and tuberculosis should receive daily treatment. DOT 
and other adherence-​promoting strategies are especially important 
for patients with HIV-​related tuberculosis. A series of randomized 
clinical trials has shown that treatment outcomes, both survival and 
progression of HIV disease, are better among tuberculosis patients 
coinfected with HIV who start antiretroviral therapy within two to 
eight weeks of the initiation of tuberculosis treatment. For those in-
dividuals with CD4 + T-​cell counts less than 50 cells/​mm3, survival is 
improved if treatment is initiated within two weeks, while for those 
with CD4 + counts more than 50 cells/​mm3 outcomes are better if 
antiretroviral therapy is started within eight to 12 weeks after tuber-
culosis treatment begins.
Drug interactions
There are three possible complications that arise when tubercu-
losis treatment and antiretroviral drugs are coadministered: shared 
side effects and toxicity, drug interactions arising from the in-
duction of metabolism (cytochrome P450 enzymes) and efflux 
pumps by rifampicin, and the immune reconstitution inflamma-
tory syndrome. Rifamycins induce the activity of cytochrome P450 
enzymes that are important in drug metabolism. Several key anti-
retroviral drug classes, protease inhibitors, non​nucleoside reverse 
transcriptase inhibitors and integrase inhibitors, are substrates of 
cytochrome P450 enzymes. Protease inhibitors are also substrates 
of P-​glycoprotein, which is also induced by rifamycins. The avail-
able rifamycins differ in potency as P450 enzyme inducers, with ri-
fampicin and rifapentine being the most potent and rifabutin the 
least. Coadministration with rifampicin reduces the concentrations 
of non​nucleoside reverse transcriptase inhibitors and integrase 
inhibitors to a moderate extent, but dramatically reduces the con-
centrations of protease inhibitors. Rifabutin does not significantly 
affect the concentrations of ritonavir-​boosted protease inhibitors 
and is recommended when protease inhibitors have to be used. 
However, the use of rifabutin in low resource settings is currently 
limited due to its very high cost and the widespread use of fixed-​
dose combination antituberculosis drugs that include rifampicin. 
Patients diagnosed with tuberculosis while receiving antiretroviral 
therapy should continue the regimen without change with the ex-
ception of those patients receiving a protease-​based regimen (e.g. 
lopinavir/​ritonavir) who should have their dose slowly doubled 
to 800/​200 mg twice daily during a 2-​week period. Such increase 
should continue for the duration of tuberculosis treatment and 
for an additional 2 weeks after the conclusion. While the patient 
is receiving the increased dose of lopinavir/​ritonavir, transamin-
ases should be monitored on a regular basis, since however, that 
protease-​based regimen boosting has been associated with higher 
rates of toxicity.
Immune reconstitution inflammatory syndrome
Between 8 and 45% of patients with HIV infection commencing 
antiretroviral therapy while being treated for tuberculosis develop 
paradoxical deterioration of tuberculosis, the so-​called immune re-
constitution inflammatory syndrome (IRIS). Paradoxical deterior-
ation was well known in the pre-​HIV era, but occurs much more 
frequently in HIV-​infected patients starting antiretroviral therapy. 
The pathogenesis of IRIS is not completely understood. The most 
common manifestations of tuberculosis-​related IRIS are focal in-
flammatory exacerbations of tuberculosis (lymphadenitis, serositis, 


section 8  Infectious diseases
1146
or abscesses, new infiltrates), ‘unmasking’ of tuberculosis or other 
subclinical diseases after antiretroviral therapy initiation, and so 
on. It typically occurs within 2–​4 weeks after antiretroviral initi-
ation. Risk factors associated with an increased risk of IRIS include 
shorter intervals between antituberculosis therapy and antiretro-
viral therapy initiation, low baseline CD4 counts and high baseline 
viral load, and vigorous CD4/​viral load response to antiretroviral 
therapy. However, new or worsening clinical features should be at-
tributed to IRIS only after a thorough evaluation has excluded other 
possible causes, notably poor adherence to antituberculosis therapy, 
MDR tuberculosis, new opportunistic diseases, and systemic drug 
hypersensitivity reactions. The benefit of adjunctive corticosteroids 
in the management of patients with IRIS is suggested by results of 
at least one randomized controlled trial which showed that the use 
of 1.25 mg/​kg prednisone for 2 weeks followed by 0.75 mg over two 
weeks in non​severe IRIS was been associated with decreased hospi-
talization and morbidity
Adjunctive steroid treatment
Corticosteroids are frequently advocated with tuberculosis treat-
ment to reduce inflammation, but evidence for this practice is often 
lacking, particularly in HIV infection. Dexamethasone reduced 
mortality in a large study of Vietnamese adults with tuberculous 
meningitis, though rates of neurologic sequelae among survivors 
were unchanged. The HIV-​infected subgroup of the latter study 
appeared to gain a similar benefit, but this failed to achieve statis-
tical significance. A Ugandan study of adjunctive prednisolone in 
HIV-​infected patients with pleural tuberculosis found faster reso-
lution with prednisolone, but no mortality benefit. Of great concern, 
however, was their finding of excess cases of Kaposi’s sarcoma in the 
prednisolone arm. This sobering result is a reminder that the additive 
immunosuppressant effect of glucocorticoids can have severe con-
sequences in HIV infection.. The recent multicentre Investigation 
of the Management of Pericarditis (IMPI) trial of the management 
of tuberculosis pericarditis enrolled African adults with definite 
and probable tuberculosis pericarditis and randomized them to re-
ceive adjunctive prednisolone or placebo and to receive M indicus 
pranii vaccine or placebo in a 2-​by-​2 factorial design, together with 
standard TB treatment. Neither intervention had a significant effect 
on the primary composite endpoint of death, recurrent pericar-
dial effusion with tamponade requiring pericardiocentesis, or con-
strictive pericarditis. However, prednisolone reduced pericardial 
constriction by almost 50%, a finding that has critical implications in 
sub-​Saharan Africa where access to cardiothoracic surgery for peri-
cardiectomy is limited. Patients assigned to adjunctive glucocortic-
oids had an increased risk of developing cancer, notably Kaposi’s 
sarcoma, particularly if they also received M. indicus pranii vaccine. 
In general, glucocorticoids should only be used for patients with tu-
berculous meningitis or in patients without HIV infection who have 
pericardial tuberculosis considered at high risk of developing con-
strictive pericarditis.
Treatment of latent tuberculosis infection
Isoniazid chemoprophylaxis
Prevention of tuberculosis with isoniazid therapy was first docu-
mented in children in the mid-​1950s. Subsequently, several 
controlled trials of isoniazid chemoprophylaxis were under-
taken, and its efficacy firmly established. A meta-​analysis of 11 
placebo-​controlled trials of isoniazid, involving more than 70 000 
persons, found that treatment reduced tuberculosis incidence by 
63%. Among patients who adhered to more than 80% of the iso-
niazid regimen, protection was 81%. These studies also showed 
that isoniazid chemoprophylaxis reduced tuberculosis deaths by 
72%. The efficacy of isoniazid therapy to prevent tuberculosis in 
high-​risk persons is incontrovertible.
Enthusiasm for isoniazid chemoprophylaxis was considerably 
dampened in the late 1960s and early 1970s when drug-​related 
hepatotoxicity, including deaths, was observed. Several studies 
based on decision analysis or modelling suggested that the risks 
of chemoprophylaxis might outweigh the benefits, and use of pre-
ventive therapy was curtailed or ignored in many settings. Because 
the risk of isoniazid-​related hepatotoxicity increases with age, use 
of chemoprophylaxis in people older than 35 years was particularly 
discouraged.
Preventive therapy in high-​risk individuals
The resurgence of tuberculosis in the developed world, particularly 
HIV-​related tuberculosis, and the uncontrolled global epidemic 
have renewed interest in the use of preventive therapy in high-​risk 
individuals known or strongly suspected to be latently infected with 
M. tuberculosis. The ATS/​CDC guidelines on screening for latent tu-
berculosis that stress the importance of targeting efforts on popu-
lations and patients who would benefit from treatment to prevent 
active disease. In the past, screening for tuberculosis infection has 
been unfocused and often directed at patients who, if found to be in-
fected, would have little risk of progressing to active disease. Current 
guidelines propose that only people with a high risk of disease or 
high prior probability of latent tuberculosis be tested, and that treat-
ment be offered to infected individuals regardless of age. Individuals 
who should be targeted for tuberculin testing are those listed in the 
first two columns of Table 8.6.26.3 (i.e. those in whom a positive test 
is considered equal to or exceeding 5 or equal to or exceeding 10 mm 
induration). People without risk factors for tuberculosis (those in 
whom a positive test is equal to or exceeding 15 mm) should not be 
tested.
Treatment regimens for latent tuberculosis are listed in Table 
8.6.26.7, along with the rating given to the regimen by the ATS 
and CDC. Isoniazid remains a favoured drug for tuberculosis pre-
ventive therapy because of its well-​documented efficacy, low cost, 
Table 8.6.26.7  Treatment regimens for latent tuberculosis
Drug regimen
Duration 
(months)
Interval
Rating 
(HIV−)
Rating 
(HIV+)
Isoniazid
9
Daily
A II
A II
Isoniazid
9
Twice weekly
B II
B II
Isoniazid
6
Daily
B I
C I
Isoniazid
6
Twice weekly
B II
C II
Rifampicin
Rifapentine and
Isoniazid
4
3
Daily
Once weekly
B II
A I
B III
B I
A, strongly recommended; B, recommended; C, optional; I, randomized trials; II, data 
from other scientific studies; III, expert opinion.


8.6.26  Tuberculosis
1147
and relatively low toxicity. The optimal duration of isoniazid therapy 
for latent tuberculosis has been the subject of extensive debate in re-
cent years. The International Union Against Tuberculosis and Lung 
Disease conducted a landmark trial in Eastern Europe in the 1970s 
and 1980s that compared no treatment to 3, 6, or 12 months of iso-
niazid in adults with fibrotic changes on radiographs. The results 
showed that, compared to placebo, 12 months of isoniazid reduced 
the incidence of tuberculosis by 75%, compared to 66% for 6 months 
and 20% for 3  months. In addition, patients who completed the 
12 months of therapy and were judged to be compliant experienced 
a 92% reduction in tuberculosis risk, compared to a 69% decrease for 
compliant patients completing a 6-​month regimen. A meta-​analysis 
by the Cochrane Collaborative found that 12 months of isoniazid 
was more effective than 6 months for prevention of tuberculosis. An 
analysis of varying durations of isoniazid therapy in Alaskan natives 
revealed that the effectiveness of isoniazid therapy was optimal after 
9 months, and that further treatment conferred no additional benefit. 
Several studies of isoniazid in HIV-​infected patients in Africa, how-
ever, have found that prolonged treatment for three or more years is 
more efficacious than shorter durations, presumably by preventing 
disease due to reinfection in these highly susceptible patients.
Several recent studies have demonstrated that shorter durations 
of preventive therapy using the combination of rifapentine and iso-
niazid given once a week under direct observation is an acceptable 
alternative to longer courses of isoniazid alone. A large study spon-
sored by the CDC’s TB Trials Consortium found that the rifapentine/​
isoniazid 3-​month regimen was not only non-​inferior to isoniazid for 
9 months in high-​risk individuals, but almost reached superiority and 
was better tolerated, with significantly less hepatotoxicity. Another 
study in HIV-​infected adults in South Africa found rifapentine/​iso-
niazid to be of similar efficacy to isoniazid alone for 6 months. A re-
cent study by the AIDS Clinical Trials Group found that one month 
of daily rifapentine and isoniazid was noninferior to nine months 
of isoniazid in HIV-infected adults and adolescents. A one-month 
regimen has obvious clinical and public health advantages.
Although isoniazid is a well-​tolerated drug, serious hepatotoxicity 
can occur in a small proportion of patients. Isoniazid may result in 
asymptomatic elevations in hepatic aminotransferase levels, but this 
does not always signal impending clinical toxicity. Hepatotoxicity 
is of concern when symptoms of hepatitis develop, including pain, 
nausea, vomiting, and jaundice. Continuing isoniazid in the pres-
ence of symptoms can lead to death from fulminant hepatic necrosis 
and liver failure, with a case fatality rate of 10–​15%. Studies in the 
1960s and 1970s found evidence of hepatotoxicity in 1–​5% of re-
cipients of isoniazid, with higher rates among older patients. More 
recent experience with isoniazid therapy that is closely monitored 
shows a risk of hepatotoxicity in the range of 0.1–​0.3%. Thus, appro-
priate patient screening and follow-​up makes the use of isoniazid for 
treating latent infection markedly safer. The use of rifampicin alone 
or rifapentine and isoniazid is better tolerated than isoniazid alone, 
but safety monitoring is still required.
Other regimens
In addition to the 3-​month rifapentine/​isoniazid treatment de-
scribed earlier, other alternative regimens are sometimes used in 
selected situations. A  3-​month regimen of rifampicin alone was 
found to reduce the incidence of tuberculosis by about 65% in men 
with silicosis, and was more effective than 6 months of isoniazid. 
The combination of rifampicin and isoniazid given for three to four 
months is widely used for treatment of latent tuberculosis in chil-
dren and improves completion rates. This regimen has also been 
found to be equally effective as isoniazid in studies in adults.
The use of rifampicin does pose the risk of important drug inter-
actions. For example, reduction in methadone concentrations caused 
by rifampicin can precipitate narcotic withdrawal. Moreover, rifam-
picin can lower levels of protease inhibitors and non-​nucleoside 
reverse transcriptase inhibitors used to treat HIV infection. The 
efficacy of the oral contraceptive pill is also reduced. If multidrug-​
resistant tuberculosis is suspected, preventive therapy with etham-
butol or pyrazinamide and a fluoroquinolone (e.g. moxifloxacin) for 
6–​12 months may be used, but clinical data are absent.
Candidates for treatment of latent tuberculosis are listed in 
Table 8.6.26.3. Criteria for treatment include a positive tuberculin 
test according to the categories in Table 8.6.26.3, elevated risk for 
developing active tuberculosis if untreated, and exclusion of ac-
tive tuberculosis by clinical evaluation and chest radiograph. In 
addition, HIV-​infected and other severely immunocompromised 
persons who are contacts to an infectious tuberculosis patient should be 
treated for latent tuberculosis regardless of tuberculin skin test results.
Monitoring treatment
Patients receiving treatment for latent tuberculosis should be moni-
tored for drug toxicity, as well as to promote adherence to therapy. 
As in treatment of active tuberculosis, patients receiving isoniazid 
should be warned about signs and symptoms of hepatotoxicity and 
advised to discontinue therapy and seek care if any of these occur. 
Patients with, or at risk of, chronic liver disease should have baseline 
liver enzymes obtained, with monthly monitoring if the results are 
abnormal. All patients should be clinically evaluated at least monthly 
to assess adherence and toxicity. Treatment using other preventive 
regimens and treatment of patients with mild transaminase eleva-
tions (three times upper limits of normal or less) can proceed with 
regular clinical and laboratory monitoring. Higher elevations of 
transaminases, or the development of symptoms or signs of hepatitis 
should be managed with discontinuation of therapy at least tempor-
arily. Patients who complete therapy for latent tuberculosis do not 
need periodic monitoring for tuberculosis subsequently.
Prevention of tuberculosis
Strategies to control tuberculosis are aimed at the prevention of the 
spread of M. tuberculosis infection and the development of clinical tu-
berculosis. The principal approaches employed toward this end are:
	•	identification and treatment of infectious tuberculosis cases
	•	treatment of latent tuberculosis infection
	•	prevention of exposure to infectious particles in air, especially in 
hospitals and other institutions
	•	vaccination
Identification and treatment of infectious 
tuberculosis cases
Case identification and treatment reduces transmission by ren-
dering patients with communicable tuberculosis non​infectious. 
Patients with pulmonary tuberculosis produce infectious aerosols 


section 8  Infectious diseases
1148
that can transmit tubercle bacilli to contacts breathing the same 
air. When cases are identified and treated, infectiousness is rapidly 
eliminated. The duration of treatment required to prevent further 
transmission of infection is not known precisely, but experimental, 
clinical, and microbiological data suggest that the level of infec-
tiousness is reduced enormously within several days of beginning 
effective treatment. The number of secondary infections gener-
ated by an infectious tuberculosis patient varies greatly depending 
on the duration of illness, the extent of pulmonary pathology, the 
amount of patient coughing, and the environment into which the 
patient expels infectious aerosols. Early diagnosis and treatment re-
duces the number of secondary infections, while delays can result 
in ongoing transmission to large numbers of contacts. Failure to 
retain patients in treatment until they are cured also contributes to 
spread of infection.
Treatment of latent tuberculosis infection
This is discussed earlier on in this chapter. The benefit of treating 
latent infection is not only to the individual patient who does not 
fall ill with tuberculosis, but also accrues to the potential contacts of 
that patient, who might become secondarily infected were disease to 
develop. Targeting of high-​risk groups for screening and treatment 
of latent tuberculosis thereby reduces tuberculosis incidence within 
communities. Groups that should be targeted for screening are listed 
in the first two columns of Table 8.6.26.3.
Prevention of exposure especially in hospitals 
and other institutions
Control of exposure to infectious aerosols can have a major im-
pact on the spread of tuberculosis. In the late 1980s and early 1990s, 
transmission of tuberculosis, including multidrug-​resistant tuber-
culosis, was widespread in hospitals, homeless shelters, and cor-
rectional facilities in New York City. More recently, the outbreak of 
XDR tuberculosis in the KwaZulu-​Natal province of South Africa is 
a tragic reminder of the importance of infection control measures 
in institutions. The congregation of large numbers of highly sus-
ceptible people, especially HIV-​infected persons, in closed environ-
ments with untreated tuberculosis patients has resulted in numerous 
microepidemics of both drug-​susceptible and drug-​resistant tuber-
culosis. Reversal of the resurgence of tuberculosis in New York at 
that time was attributable in large part to strengthening of infection 
control practices.
Identification and isolation of infected patients
Tuberculosis infection control involves prompt identification and 
isolation of patients with suspected tuberculosis. The decision to 
isolate a patient in a hospital setting is a function of epidemiological 
and clinical factors. Patients with known tuberculosis risk factors 
who present with symptoms and signs characteristic of pulmonary 
tuberculosis should be placed in respiratory isolation. Local epi-
demiological data should influence isolation practices. In settings 
where tuberculosis is prevalent, all HIV-​infected patients with pneu-
monia may require isolation, whereas isolation can be more selective 
and based on individual patient features in low prevalence settings.
Respiratory isolation requires placement of the patient in a room 
with negative air pressure relative to adjoining areas, ventilation to 
the room should provide at least six complete air changes per hour, 
and air should not be recirculated without filtering or irradiation. 
Patients should be instructed to cover their coughs at all times, and 
should wear surgical face masks when outside the room to reduce 
aerosol generation. Anyone entering the patient’s room should wear 
an appropriate face mask or respirator to prevent inhalation of droplet 
nuclei with tubercle bacilli. A considerable amount of debate has oc-
curred in recent years in the United States of America regarding what 
constitutes appropriate protection for healthcare workers exposed to 
infectious tuberculosis. This debate is influenced as much by phil-
osophy as by science, and will not be detailed here. Use of surgical 
masks for the protection against tuberculosis is clearly inappropriate, 
even though these masks are useful when placed on patients to pre-
vent creation of infectious aerosols. Tightly fitting face masks that 
filter out more than 99.7% of particles less than 0.5 µm in size (high-​
efficiency particle air filters) are effective. Other devices, including 
positive air pressure respirators, are also effective.
Use of ultraviolet germicidal irradiation can be useful for redu-
cing the number of infectious particles in ambient air in settings 
where ventilation alone is not sufficient. Ultraviolet light must be 
concentrated in areas of rooms where exposure to people will not 
occur, such as upper air zones, in order to prevent skin and ocular 
toxicity. Areas where ultraviolet lights are often used include bron-
choscopy suites, inside air circulation ducts, in emergency rooms, 
and in homeless shelters.
Criteria for discontinuation of respiratory isolation are listed 
in Box 8.6.26.1. Guidelines for taking patients out of isolation in 
the hospital are strict and are intended to protect other vulner-
able patients and hospital staff from any exposure to the disease. 
Respiratory isolation is not usually required or practical in the home 
setting, and patients with infectious tuberculosis do not need to be 
hospitalized solely for respiratory isolation. It is assumed that con-
tacts in the home environment will already have had significant ex-
posure to tuberculosis by the time a diagnosis is made, and isolation 
of the patient affords no measurable benefit. Exceptions to this may 
include patients living in congregate living facilities or other spe-
cial situations. The primary protective measures for contacts of cases 
are a clinical evaluation to identify and evaluate symptoms of tuber-
culosis and tuberculin skin testing with treatment of latent infec-
tion, if present. Instituting infection control measures is likely to be 
challenging in developing countries where the healthcare system is 
already overburdened and where facilities often lack negative pres-
sure isolation rooms and air filtration systems. In such settings, work 
practice and administrative control measures have been emphasized 
and are considered to be more effective and less expensive. These 
measures consist of policies and procedures intended to promptly 
identify infectious tuberculosis cases so that additional precautions 
and healthcare steps can be taken.
Box 8.6.26.1  Criteria for discontinuing respiratory isolation 
for tuberculosis in hospital inpatients
	•	 Alternative diagnosis established
	•	 Infectious tuberculosis ruled out
	•	 Tuberculosis diagnosed and:
-​	 Treatment given for at least 14 days and
-​	 Clinical response to therapy documented, including improvement 
in fever and cough and
-​	 Acid-​fast smears of sputum negative or
-​	 Patient discharged to home


8.6.26  Tuberculosis
1149
BCG vaccination
Vaccination against tuberculosis with the Bacille Calmette–​Guérin 
(BCG) vaccine is widely administered throughout the world but is 
a practice mired in controversy. BCG is an attenuated live bacterial 
vaccine developed in the early 20th century by Calmette and Guérin 
at the Institut Pasteur in France. After a series of uncontrolled and 
anecdotal assessments of the vaccine, a series of controlled trials of 
BCG was begun in the 1930s and continued through to the 1990s. 
The efficacy of BCG has varied greatly in these studies, ranging from 
more than 80% protection to complete lack of protection, with pos-
sibly increased risk in vaccine recipients. Meta-​analyses of BCG 
trials find a protective benefit of BCG based on historical trials, but 
recent studies have not demonstrated efficacy.
There is evidence that BCG diminishes haematogenous dissem-
ination of primary tuberculosis infection and thereby reduces the 
incidence of miliary tuberculosis and tuberculous meningitis in 
children. It is primarily for this reason that BCG is included in the 
Expanded Programme on Immunization of the WHO.
The current efficacy of BCG for preventing pulmonary tubercu-
losis is debated on the basis of several recent trials which have failed 
to show protection. Several hypotheses have been proposed for the 
variation in efficacy reported in various studies, including differences 
in susceptibility within populations, environmental exposure to 
mycobacteria which masks vaccine effect, and attenuation of vaccine 
immunogenicity. This last explanation is very compelling and fits 
well with clinical trial data. Unlike most vaccines, BCG is not stand-
ardized and there is no seedlot of vaccine from which new batches are 
derived. BCG is grown in several laboratories around the world and 
has not been re-​passaged in animals since it was derived from cattle 
a century ago. Multiple commercial and non​commercial BCG prod-
ucts are in use presently, and comparative genomic analysis dem-
onstrates considerable genetic heterogeneity in these strains, with 
many gene deletions and polymorphisms. One analysis of BCG trials 
found that protective efficacy was reduced in studies using multiply-​
passaged vaccine strains. The evidence supports the hypothesis that 
BCG has become further attenuated over time and no longer pro-
motes immunity to M. tuberculosis infection and disease in adults. 
This position has not been universally accepted, however, and BCG 
remains one of the most widely administered vaccines in the world, 
largely for its perceived effects on paediatric tuberculosis.
Areas for further research
Effective global tuberculosis control will require a coordinated set 
of clinical and public health strategies that are based on a thorough 
understanding of the epidemiology, pathogenesis, and therapy of in-
fection with M. tuberculosis. The WHO’s END TB strategy, which 
focuses on finding and effectively treating cases, has been aug-
mented with additional strategies for intensified case-​finding, use 
of preventive therapy and infection control, particularly in countries 
with large HIV epidemics. Use of improved methods for the diag-
nosis at point of care and treatment of tuberculosis infection and 
disease, particularly drug-​resistant tuberculosis, is urgently needed. 
Effective regimens for the treatment of multidrug-​resistant and ex-
tensively drug-​resistant tuberculosis as well as shortening the total 
duration of drug-​susceptible tuberculosis (e.g. from 6 to 4 months), 
with both existing and new agents, need to be developed. A better 
understanding of the pathogenesis of and natural immunity to tu-
berculosis may contribute to the development of a more effective 
vaccine. A recent trial of a subunit vaccine and adjuvant, which 
showed >50% efficacy in preventing tuberculosis disease in adults 
with latent infection, gives hope for future contributions to epidemic 
control from vaccines. The sequencing of the genome of M. tubercu-
losis promises to open the door to a new generation of research on 
tuberculosis and its control. Scientific progress alone, however, will 
be insufficient to combat tuberculosis worldwide. The willingness of 
societies and nations to pay for the deployment of the fruits of bio-
medical research, both past and future, to combat the disease where 
it is prevalent will be required for the conquest of tuberculosis.
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