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SECTION 1 EPIDEMIOLOGY 1
CHAPTER
Chapter 1
A Short History of the Study
1

EPIDEMIOLOGY : A Short History of the Study of Hypertension


of Hypertension
D. Gareth Beevers and J. Ian S. Robertson

Key Findings by physicians of Thebes in ancient Egypt in the Ebers


■ This introductory chapter covers the history of research
Papyrus of 1500 BCE, and later in India in the Caraka Samhita
into hypertension. Particular attention is given to the of around 150 BCE.3,4 The early Arabic texts of Masawah,
measurement of blood pressure, the renin-angiotensin- and of the physician Abu Ali al-Hussain ibn Abdulla ibn
aldosterone system, and drug trials for the treatment of Sina, usually known as Avicenna (980–1037 CE), also drew
hypertension. attention to abnormalities of the pulse in disease.5
■ We discuss the principal achievements and certain
methodological issues, as well as current gaps in our
knowledge of the nature of hypertension and its
CIRCULATION OF THE BLOOD
treatment.
The significance of many early observations could not,
■ We accept that there are many areas for debate and however, be properly appreciated before William Harvey’s
that some experts may not share our views on various
description in 1628 of the circulation of the blood. In his
aspects of the history of research into hypertension.
great work Exercitatio Anatomica du Motu Cordis et
Sanguini in Animabilus, he correctly set out the concept
of blood flowing out from the heart via the arteries, through
the periphery, and then returning by way of the veins.
Awareness of the existence of hypertension—raised arterial Harvey noted that blood went from the heart through the
pressure—as a physiologic or pathophysiologic entity has lungs and then back to the heart; however, he was not able
a long history, stretching back to antiquity. Appreciation to show how blood passed from the arterial to the venous
of the causes, consequences, and benefits from correcting system at the periphery, because no connections were visible
hypertension became progressively clearer, particularly in to the naked eye. Nevertheless, Harvey rightly supposed
the second half of the 20th century, as the topic became the that such links existed, but must be too minute to be seen.
increasing focus of epidemiologic, physiologic, and clinical The Italian Malpighi did observe such capillary vessels,
research.An extensive survey of the concepts and achieve- using a microscope, shortly after Harvey’s death.6,7
ments in hypertension research in the 20th century was
published in 2004; many of the chapters were written by EARLY CLINICAL STUDIES: BRIGHT
persons who had participated.1 AND MAHOMED
This chapter will briefly outline that history, delineating
the pathophysiologic, clinical, and therapeutic relevance During the 19th century, two physicians working at Guy’s
of the topic. As far as possible, we propose to economize Hospital in London made crucial advances toward under-
on references by quoting books and review articles to which standing clinical hypertension.8,9 In 1836 Richard Bright
the reader is directed for more detailed information. published an account of a hundred patients with overt renal
disease, or proteinuria. Just over half of them had large
EARLY HISTORY hearts at postmortem examination. He proposed that this
cardiac enlargement must be a consequence of an altered
Probably the first recorded observations on hypertension quality of the blood or of a raised circulatory pressure.
were made some 4000 years ago by the Chinese Yellow Some 40 years later, Frederick Henry Horatio Akhbar
Emperor, Huang Ti,2 who noted an association between Mahomed, a British physician whose grandfather had
kidney disease and heart disease, described aphasic migrated from India,10 worked at the same hospital. Perhaps
apoplexy, and regarded an excessive dietary salt intake as Mahomed’s most important contribution was recognizing
hazardous. in 1874 patients with large-volume pulses who showed no
evidence of kidney disease. Mahomed called this condi-
If too much salt is used in food, the pulse hardens....
tion “chronic Bright’s disease without albuminuria,” which
When the heart pulse beats vigorously and the strokes are
would now almost certainly be termed essential hyper-
markedly prolonged, the corresponding illness makes
tension. Mahomed went on to note an association between
the tongue curl up and the patient unable to speak.
raised arterial pressure and heart attack, stroke, epistaxis,
A relationship between the quality of the pulse and gout, and excessive alcohol consumption, all aspects that
development of afflictions of the heart and brain was noted remain of considerable epidemiologic interest.Yet another

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of Mahomed’s accomplishments was in improving the Initially only systolic pressure was measurable sphygmo-
sphygmograph, an instrument for the clinical assessment manometrically, taking this as the height of the mercury
EPIDEMIOLOGY

of arterial pressure, as shall shortly be recounted.7 column at the point of first appearance of the radial pulse
distally when the cuff was deflated.Then, in 1905, the Russian
BLOOD PRESSURE MEASUREMENT army surgeon Nicolai Sergeivich Korotkoff described the
results of auscultation over the brachial artery as the cuff
Crucial to the progress of physiologic and clinical studies on the upper arm was deflated.8 The pressure at which
on blood pressure was the availability of means for its sounds first were heard has come to be called Korotkoff
measurement, and especially its noninvasive measurement. phase 1, the pressure at sudden muffling of sounds as phase
Such methods were developed progressively during the 4, and the point of cessation of sounds as phase 5. Phases
18th, 19th, and 20th centuries.7,11 1 and 5 are currently taken as indicating respectively systolic
The first direct measurement of arterial blood pressure and diastolic arterial pressure, although at one time phase
was made in 1732 by the Anglican clergyman and distin- 4 was held by some to denote the diastolic reading.
guished scientist, Stephen Hales, who had a horse tied Such auscultatory blood pressure measurements involved
down to a gate, inserted a brass cannula into its crural artery, judgment by the observer, and hence could be biased,
and observed that the blood rose up a glass tube to a height occasionally compromising epidemiologic studies. Reported
of 8 feet 3 inches.8 values in millimeters of mercury consistently revealed a
Poiseuille in 1783 adapted from Hales’s intra-arterial preference for numbers ending in zero or five. Several
tube a device that he called a hemodynamometer, comprising devices, including the London School of Hygiene Sphyg-
a U-shaped tube connected to a shorter tube; the latter momanometer (the Rose Box) and the Hawkesley Random
could be introduced intra-arterially.The U-tube contained Zero Sphygmomanometer (the Garrow Muddler), were
mercury that was separated from the blood by another introduced in order to circumvent this problem. With the
liquid. By this means Poiseuille could observe arterial Rose Box, the observer noted the Korotkoff phases without
pulsation and quantify its pressure. having a simultaneous view of the mercury column. The
This approach was elaborated by Hérisson and Gernier, Garrow Muddler was designed so that after the blood
who, instead of inserting a needle or tube into a blood vessel, pressure reading had been obtained, the mercury column
employed a tightly stretched rubber membrane over the settled to a random number between zero and 60 mmHg.
artery.This so-called sphygmograph went on to be refined This number was then subtracted from the reading obtained
by Winternitz, Keith, and Ozanam. In 1847, Ludwig had a by the clinician to obtain the true blood pressure.
bird’s feather mounted on a float on the mercury surface The late 20th century saw the introduction of ambu-
of the U-tube, and, with the aid of a rotating cylinder latory blood-pressure monitoring over 24 hours. Such
carrying smoked paper, was able to record the oscillation methods are of only minor inconvenience to the subject,
of the pulse. who can continue with normal activities, and hence they
Among several persons who elaborated and modified provide a wealth of physiologic and pathophysiologic infor-
these procedures was Marey who, in 1860, devised a sphyg- mation.These approaches also amply confirmed the cautions
mograph capable, noninvasively, of transmitting arterial of Stephen Hales and Riva-Rocci that extraneous stimuli
pulsatile variations on to a writing cylinder. The sphyg- and physical activity could greatly affect the arterial
mograph was further improved by Mahomed, who went pressure. They also confirmed that a considerable number
on to employ the apparatus clinically, and, among other of patients who had been labeled as hypertensive did in
observations, to detect an increase in arterial pressure in fact have much lower or even normal blood pressures
patients with scarlet fever and renal damage. when away from the clinical setting.7,11
Further crucial advances toward the construction of By the beginning of the 21st century, the mercury
genuinely robust and reliable devices for the clinical assess- sphygmomanometer was becoming progressively super-
ment of blood pressure were made by von Bash, Potain, seded by automatic and semiautomatic blood-pressure
and Mosso. measuring systems based on oscillometry rather than the
Then, in two articles published in 1896 and 1897, the auscultatory principles of Korotkoff. These manometers
Italian Scipione Riva-Rocci described his mercury sphyg- have the advantage that they abolish one source of inaccuracy,
momanometer and its method of use.This, with an inflatable namely observer error and bias. There is also increasing
cuff for arterial compression was, in essence, the principal concern about the possible toxicity of organic mercury salts.
apparatus subsequently employed for blood pressure
measurement throughout the 20th century, and remains BLOOD PRESSURE IN POPULATIONS:
in use to this day. Most impressive are the detailed instruc- THE PLATT–PICKERING DEBATE
tions provided by Riva-Rocci for the maintenance and
calibration of the sphygmomanometer, and his emphasis The ready availability of the mercury sphygmomanometer
that measurements must be made under favorable resting permitted the survey of blood pressure values across
conditions for the patient. The American neurosurgeon, populations, and engendered a crucial and lengthy debate
Harvey Cushing visited Riva-Rocci, and was sufficiently between two prominent English physicians, Robert Platt
impressed as to order sphygmomanometers to be employed and George Pickering, in the 1950s and 1960s.8,12,13
at Johns Hopkins Hospital in Baltimore for the routine Platt contended that essential hypertension is an
measurement of blood pressure in his patients. inherited tendency to develop high blood pressure in mid-

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1
life. In his view this was reflected in a discrete subgroup reduce the incidence of complications overall. By contrast,
of subjects wherein hypertension caused serious morbidity. directing treatment preferentially toward those with distinctly

EPIDEMIOLOGY : A Short History of the Study of Hypertension


Such patients were, he thought, to be contrasted with high pressures would help only a minority.15 These concepts
another larger population in which the blood pressure had wide appeal. However, other researchers questioned
rises little if at all with increasing years. Platt hence the scientific basis of Rose’s notions, and were especially
asserted that concerned that they were being promoted before being
tested.16–18 Remarkably, Tunstall-Pedoe et al.19 found that
the frequency distribution of blood pressure in middle
between the mid-1980s and mid-1990s, blood pressure
age would show a bimodal peak with one peak at a
fell in 38 different populations, at all levels of readings.
so-called normal level of blood pressure and another
This could not, they reasoned, be a consequence of
peak representing the hypertensive members of the
antihypertensive treatment, which would have shown a
population.
differential fall only at higher values; these observations
Pickering’s very different concept was that essential remain unexplained.
hypertension represents a quantitative deviation from the
norm, a notion requiring that the distribution of blood THE COMPLICATIONS OF HYPERTENSION
pressures within populations be continuous, any differences
being quantitative rather than qualitative. This idea was The association between raised blood pressure and lesions
not original; Lord Dawson of Penn had stated in 1925 of the heart, brain, and kidneys had been recognized in
that “hyperpiesia [hypertension] is not a condition with a the 19th century, notably by Bright and by Mahomed.8–10
defined territory; it has no threshold.”14 (Dawson was The various complications of hypertension were increasingly
personal physician to King George V. Not all were impressed clarified in the 20th century, with arterial changes under-
by Dawson’s skill. A scurrilous jingle ran: “Lord Dawson stood as fundamental to those adverse consequences.20
of Penn has killed so many men; we all have to sing ‘God
save the King!’ ”) However, Pickering forcefully developed Arterial changes
and promulgated the concept. Blood pressure values in With hypertension, large- and medium-sized arteries (>1 mm
individuals should, according to Pickering, be seen as deter- in diameter) become thickened, rigid, dilated, and tortuous.
mined by numerous genetic and environmental influences. Atheroma is prevalent. Smaller arteries evince thickening
Furthermore, adverse cardiovascular events were expected of the media, intimal expansion, and narrowing of the
simply to be proportional to the height of the arterial lumen. It is likely that the upward resetting of the pressure
pressure. limits in autoregulation of blood flow via various organs
The immediate issues were eventually settled in Pickering’s that occurs in hypertension results at least in part from
favor. Virtually all large population samples have demon- such structural changes in small arteries. In the late 20th
strated a continuous, roughly bell-shaped curve of the century, arterial changes were particularly well studied in
distribution of systolic and diastolic blood pressure, the curve the brain, where the phenomenon appears to hold true,
being slightly skewed toward the upper end. Hence, it is even though small cerebral arteries are poorly muscled
now accepted that no clear-cut division, other than a quite (Figure 1–1).
arbitrary one, can be made between normal blood pressure
and “hypertension.”
It follows that the distribution of cardiovascular risk,
80
although subject to a range of influences additional to the
CBF (mL•100g•min–1)

height of arterial pressure, is also continuous, there being


no inferior point of cut-off at which risk ceases. At the 60
highest blood pressure values, there are small numbers of
persons at high risk.As lower, but still above-average blood
pressures are considered, there is a much larger popula- 40
tion in which, overall, the cardiovascular risks, although
distinct, are more modest. Further, individuals whose pres- 20
sures are average for their age are at greater cardiovascular 0 50 100 150 200 250
danger than those with values below average. Thus, in Mean arterial blood pressure (mmHg)
general, hypertension is not a disease in the usual sense,
Figure 1–1. Diagram showing the limits of autoregulation of
but rather an indicator of cardiovascular hazard. These cerebral blood flow (CBF) in a normal person (continuous line)
concepts, established only after extensive disputation and and a patient with hypertension (dotted line). Cerebral blood
no little acrimony, are obviously central to the implemen- flow is held constant over wide limits of systemic arterial
tation of antihypertensive drug therapy and preventive pressure. If the systemic blood pressure exceeds the upper
medicine. limit of autoregulation the brain will be overperfused and
Geoffrey Rose developed from these ideas a “population become edematous. If the pressure falls below the lower limit
of autoregulation, cerebral ischemia, and possible infarction
strategy” for preventive therapy, whereby he proposed
will result. (Redrawn from Kjeldsen SE, Julius S, Hedner T,
that a modest reduction in blood pressure and hence risk Hansson L. Stroke is more common than myocardial infarction
in the population as a whole (including persons whose in hypertension: analysis based on 11 major randomized
pressures would be regarded as normal) might greatly intervention trials. Blood Press 2001;10:190–92.)

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Specific to small arteries in the brain are Charcot–Bouchard imaging has revealed brain infarctions in some patients
aneurysms, first described by Charcot and Bouchard in who would have been thought in earlier times to have
EPIDEMIOLOGY

1868,21 which were then long neglected and rediscovered hypertensive encephalopathy.
by Russell in 1963.22 These small arteries are typically 0.2
to 1.0 mm in diameter and have attenuated walls; they The eye
predispose to intracerebral hemorrhage in hypertension. Much interest in hypertension was focused on the eye
The most severe arterial lesions resulting from hyper- because the fundus oculi can be inspected directly by means
tension occur during the malignant phase, and are the of the ophthalmoscope or retinal camera.The retinal arterial
outcome of very high arterial pressure, especially when consequences of mild hypertension comprise thickening,
pressure has risen swiftly. The characteristic lesion of the irregularity, and tortuosity. Occasionally, emboli may be seen
malignant phase is fibrinoid necrosis or (“plasmatic vascu- traversing the retinal circulation. Central or segmental retinal
losis”) of small arteries and arterioles, which disrupt as a arterial or venous occlusions can accompany high blood
consequence of the very high blood pressure.An interesting pressure and may readily be diagnosed ophthalmoscopically.
inconsistency emerged in the late 20th century. Malignant- The onset of the malignant phase can be recognized by
phase hypertension became rare in some countries, such the appearance of typically bilateral retinal exudates that
as Australia and Sweden, while remaining common in may be circumscribed (“hard”) or fluffy (“cotton wool
Britain, notably in Glasgow and Birmingham.23 This curiosity spots”) and hemorrhages. In the later stages, papilledema
remains unexplained. and retinal edema may also appear.
The retinal features of hypertension were classified in
The heart 1939 by Keith et al.26 This system was for a time exten-
Patients with very severe hypertension can develop overt sively applied, but is today probably obsolete, in part
hypertensive heart failure without concomitant myocardial because it embraced the now discredited concept of
damage from coronary artery disease. In such instances, arterial spasm. Furthermore, examination of these
this is often associated with left ventricular diastolic, rather authors’ original data demonstrates that their grades III
than systolic, dysfunction. While this complication is now and IV patients had broadly the same adverse prognosis,
becoming infrequent, it remains a problem, particularly in which is quite different from patients with grades I and II
patients of African origin.24 retinopathy.The changes classified as grades I and II are as
Coronary artery atheroma is one of the most common closely related to the patients’ age as to their blood
associations of hypertension that has been more thoroughly pressure.27,28
studied in recent years with greater attention given to
mild blood pressure elevation and long-term cardiac func- The kidney
tional impairment with left ventricular systolic dysfunction. The kidney typically sustains most consequences of the
In the lower ranges of hypertension, coronary arterial malignant phase, with extensive and progressive fibrinoid
disease is usually more prevalent than stroke or cardiac necrosis of afferent glomerular arterioles, glomerular infarc-
failure. However, in recent trials,25 strokes have outnum- tion, and consequent renal impairment. Hence, in untreated
bered heart attacks, possibly because patients at particularly malignant hypertension, provided the course is not termi-
high risk participated in these studies. nated abruptly by a catastrophic stroke or cardiac failure,
the patient will succumb to renal failure.
The brain The decline of renal function with age is faster with raised
Hypertension is a major cause of intracerebral hemor- arterial pressure, and end-stage renal failure attributable
rhage, which accounts for 20% of all strokes. Many of to hypertension became more prevalent in the last decades
these catastrophes occur at the site of Charcot–Bouchard of the 20th century.29,30 Although some have questioned
microaneurysms of the small arteries deep within the whether nonmalignant essential (nonrenal) hypertension
brain.21,22 is a major cause of renal failure,31,32 control of blood pressure
Clinical stroke more often results from cerebral has been demonstrated in multiple studies to attenuate
infarction, for which hypertension is again a predisposing progression of renal disease (see Chapter 49).
factor. Atheromatous plaques can lead to progressive
occlusion of arteries or can be a source of emboli that QUANTIFICATION OF RISK—SYSTOLIC
may be composed variously of atheromatous debris and AND DIASTOLIC PRESSURE
cholesterol crystals, or mixtures of fibrin, leucocytes, and AND COMPOUNDING RISK
platelets.
A now very rare complication, acute hypertensive It is remarkable that the harmful effects of hypertension
encephalopathy, in which headache, confusion, coma, and were perceived by Bright and Mahomed,9,10 as well as by
fits may occur, is almost always superimposed on malig- Huchard in 1889,33 before accurate measurements of arterial
nant phase hypertension. Hypertensive encephalopathy is pressure were achieved. Then, with the introduction of
a consequence of the systemic arterial pressure exceeding Riva-Rocci’s sphygmomanometer, initially only systolic
the upper limit of cerebral autoregulation (Figure 1–1), pressure could be assessed. Even after Korotkoff had shown
with resulting overperfusion and cerebral edema. However, how diastolic might be measured, interest focused on
in recent years the ready availability of high-resolution the systolic pressure, and that predilection continued into
computerized tomography and magnetic resonance the 1930s.

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The quantitative relationship between arterial pres- SECONDARY HYPERTENSION
sure and mortality from cardiovascular or renal disease

EPIDEMIOLOGY : A Short History of the Study of Hypertension


was, from the 1930s onward, consistently shown in data Secondary hypertension is defined as raised blood pressure
from life insurance companies.34 That correlation existed resulting from a recognizable and often potentially
for both systolic and diastolic pressures with, for a correctable cause, and is thus to be distinguished from the
given pressure level, men being more vulnerable than much more prevalent primary (“essential”) hypertension.
women.35 In unselected populations of hypertensive subjects, no
For a time there was a change of emphasis, and diastolic more than 1% to 5% of cases are secondary, although a
pressure increasingly came to be regarded as pathogenically much higher proportion of a given disease may be seen in
the more important, especially in the causation of malignant centers having a particular interest in that condition.20,54–56
hypertension. The temporary trend for regarding diastolic The principal forms of secondary hypertension are listed
pressure as being of greater influence was intriguingly in Box 1–1. They are evidently numerous and diverse.
shown in some of Pickering’s writings. In the 1968 edition These various conditions were identified at irregular intervals
of High Blood Pressure, Pickering quoted, and considered throughout the 20th century and additions continue to be
at length, insurance company data showing the correlation made.
of risk with both systolic and diastolic pressures.27 Yet, in Despite their comparative rarity, secondary forms of
discussing the disproportionate elevation of systolic relative hypertension have attracted much interest. First, many
to diastolic pressure commonly found in elderly subjects, such syndromes, particularly the rare monogenic forms of
he stated: hypertension, are readily responsive to correction of the
underlying cause. Second, a study of the mechanisms
One might suspect that such patients ... would be more
whereby the blood pressure is raised in these disorders
prone to develop cardiovascular accidents ... but I know
facilitates insights into the pathophysiology of essential
of no evidence bearing on the question.... [T]his form
hypertension; this is a compelling impetus for the study of
of hypertension will not be further considered in this
even very rare forms of secondary hypertension, many of
book.
which involve primary excess reabsorption of sodium by
Subsequently, prospective epidemiologic studies, most the renal tubules.
notably the Framingham survey initiated in 1949,35 clearly
underlined once more the pathogenic importance of systolic,
as well as of diastolic, pressure. Predominant (often termed Box 1–1
“isolated”) systolic hypertension clearly denoted hazard.
In 2001, a more detailed paper from the Framingham Heart Secondary Forms of Hypertension
Study reported that after the age of ~40 years, systolic
pressure and pulse pressure are more powerful predictions Renal or renovascular diseases
of cardiovascular risk than is diastolic.36 Almost all long- Unilateral
term population studies now confirm that systolic blood Bilateral
Angiotensinogen-producing tumor
pressure is more predictive than diastolic, although there Mineralocorticoid-induced hypertension
remains some uncertainty about the prognostic role of Aldosterone excess: Conn’s syndrome and related
diastolic blood pressure in young people who, by virtue of disorders
their age, are at low short-term risk. Carcinoma-secreting corticosterone or
Surveys such as that from Framingham further empha- deoxycorticosterone
sized the compounding of cardiovascular and renal Apparent idiopathic deoxycorticosterone excess
11β-OHSD deficiency
dangers of raised blood pressure by additional risk
17α-hydroxylase deficiency
factors. These influences are now seen to include male 11β-hydroxylase deficiency
gender, age, raised serum cholesterol and low density Pheochromocytoma and related disorders
lipoprotein cholesterol, diabetes mellitus and impaired Intracranial tumor
glucose tolerance, cigarette smoking, cold weather, and Guillain–Barré neuropathy
lower social class. The prevalence of complications is also Acromegaly
modified by race/ethnicity and geographical location. Cushing’s syndrome
Thyroid disease
More complex or controversial factors include body weight,
Hypothyroidism
serum uric acid, circulating levels of renin, angiotensin II Thyrotoxicosis
and aldosterone, and the consumption of alcohol and Liddle’s syndrome
salt.20,37–53 Gordon’s syndrome
More recently, Reaven has hypothesized that many of Endothelin-secreting tumor
the common cardiovascular risk factors (notably, hyper- Porphyria and hypertension
tension, diabetes and impaired glucose tolerance, obesity, Hormonal contraceptive use
Drug-induced hypertension: various
and hyperlipidemia), may share a common etiology and Coarctation of the aorta
outlook mediated by insulin resistance in the so-called Pregnancy-induced hypertension
“metabolic syndrome.” These risk factors cluster and indi- From Robertson JIS, ed. Clinical Aspects of Secondary Hypertension.
viduals with two or more have a greatly increased risk of Vol. 2, Handbook of Hypertension. Birkenhäger WH, Reid JL, eds., 1983;2.
cardiovascular disease.35

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Two interesting aspects of secondary hypertension were constriction. Von Euler in 1946 established that the sym-
noted by Pickering in 1955.27 The first of these was that pathetic neurotransmitter is noradrenaline (norepinephrine).
EPIDEMIOLOGY

virtually every such condition can enter the malignant Experimental studies in animals by Hess in the 1930s
phase, and that such transition was more likely with a rapid and 1940s demonstrated how emotional and instinctive
rise of blood pressure.The concept can now be broadened, behavior could be reproduced by exciting discrete groups
because it is seen to apply not only to the malignant phase of neurons. Over the next two decades, Folkow and his
but also to all of the vascular complications of hyperten- colleagues, and subsequently Zanchetti and others,
sion, including cardiac hypertrophy, with the proviso that developed these ideas and established that the so-called
with aortic coarctation the renal vasculature is protected. “defense reaction” would neurogenically induce increases
Such indiscriminate effects of high blood pressure are in heart rate and cardiac output; in blood flow through
modified by concomitant pathophysiology in various syn- skeletal muscle, heart, and brain at the expense of flow
dromes. Thus, considerable evidence has suggested that via abdominal organs and skin; and often substantial rises
elevation of angiotensin II can have especially adverse in arterial blood pressure. Folkow went on to link these
effects on the heart, arteries, and kidney.37 A further proposal phenomena with the development of structural changes
is that aldosterone can induce myocardial extracellular in resistance arteries, which then reinforced hypertension.
matrix and collagen deposition, although not all studies In the 1950s and 1960s, Brod and coworkers showed
have supported the notion.39–43 An excess of circulating the pressor effect of forced mental arithmetic. Conversely,
catecholamines, as with pheochromocytoma, can cause focal Timio and colleagues found that nuns living in seclusion had
myocardial lesions. In Cushing’s syndrome, increased cortisol distinctly lower blood pressure than did control groups of
may promote myocardial hypertrophy independently of women exposed to the stimuli of urban life but consuming
blood pressure. a broadly similar diet.
The second of Pickering’s 1955 observations27 was that In the later 20th century, Julius, Esler, and others pro-
blood pressure may remain raised in a proportion of cases ceeded to define a syndrome of borderline or mild established
of secondary hypertension even after the primary cause essential hypertension in young men and women with
has been removed or corrected, although the pressure may sympathetic nervous overactivity, including raised heart
be more readily controlled with drugs. Such persistent rate and cardiac output, with elevated plasma renin.All of
hypertension is probably largely a consequence of these matters are discussed in detail in two recent reviews
hypertension-induced changes, including structural thick- by Folkow60 and by Esler.61
ening of the walls of resistance arteries, and especially to
alterations of the arteries of the kidney. Renal functional Adrenal medulla: Adrenaline
impairment has been consistently noted as presaging a (epinephrine)
less satisfactory fall in blood pressure after correction of The circulatory effects of intravenous administration of
the causal abnormality. adrenaline (epinephrine) are tachycardia, an increase in
systolic blood pressure, and a fall in diastolic blood pressure.
PRIMARY (“ESSENTIAL”) HYPERTENSION: These are not features of essential hypertension, leading
SEARCH FOR A CAUSE Pickering to declare in 195527:
I have never had much doubt that adrenaline is not the
Appreciation of the remarkable array of disorders that can
agent concerned in producing essential hypertension,
cause secondary hypertension provided ongoing stimuli
since its effects on the circulation are so different from
and encouragement for investigatingthe pathogenesis of
the pattern found in essential hypertension.
primary, or essential, hypertension. Insights gained therein
should obviously facilitate appropriate preventive or thera- However, ideas concerning the sympathetic nervous system
peutic measures. Geoffrey Rose, however, pointed out mentioned above might link adrenaline with essential
that “ever popular terms like idiopathic and essential are hypertension in a more subtle fashion. In 1976 the Glasgow
actually nonsensical as all diseases must have a cause.”57 group62 hypothesized that, because essential hypertension
in its early stages can show features of sympathetic nervous
The mind and the sympathetic nervous system overactivity, the condition may be an exaggeration
system of the tendency for blood pressure to rise with age. Small
This is an enormous field, which can be only briefly dealt increases in pressure resulting from such sympathetic over-
with here. The topic was adumbrated some 2500 years activity could cause renal changes, which then maintain
ago by Hippocrates, who clearly perceived a link between the rise in pressure and become the basis of further eleva-
mental and physical well-being.58–60 Almost certainly most tion.According to this group, with more marked hyperten-
laypersons would accept a connection between mental sion later, the sympathetic element would diminish, but
“stress” (“stress” being notoriously difficult to define) and renal vascular resistance would rise.
raised blood pressure; by 1931 Hay had embraced the These concepts were developed further by Brown and
concept medically.34 MacQuin in 1981,63 who suggested that a primary abnor-
In the mid-19th century, Claude Bernard, Brown-Séquard, mality in essential hypertension could be intermittent
and Waller, among others, had shown that the sympathetic enhanced release of adrenaline from the adrenal medulla,
nervous system was regulated by centers in the brain, and perhaps as a feature of anxiety and the “defense reaction.”
that stimulation of the sympathetic nerves caused vaso- Uptake of such episodically excessive circulating adrenaline

8
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1
could then raise blood pressure by facilitating, via presy- indicated in Box 1–1, aldosterone-secreting adenoma (Conn’s
naptic beta-receptors, noradrenaline release.A substantial syndrome) is one among many forms of secondary hyper-

EPIDEMIOLOGY : A Short History of the Study of Hypertension


body of evidence, reviewed in detail by Nicholls and tension, wherein autonomous secretion of an excess of
Richards,64 has broadly supported these notions. aldosterone by the tumor leads to raised arterial pressure
with suppression of the renin–angiotensin system, which
Adrenal cortex is normally a physiologic regulator of aldosterone secretion.
The review by Nicholls and Richards61 further concluded Then, in the 1960s and 1970s, it became apparent that a
that although adrenal cortical hormones might serve to number of hypertensive subjects who did not harbor an
support blood pressure elevation, current evidence is against adrenocortical adenoma also showed raised aldosterone
their having an initiating role in essential hypertension. with low plasma renin levels.This condition was variously
Certain aspects do, however, merit brief mention here. termed “idiopathic aldosterone excess,” “nontumorous
Impaired activity of the enzyme 11 beta-hydroxysteroid aldosteronism,” or “pseudoprimary aldosteronism.” In these
dehydrogenase-2 (11 β-OHSDH-2) within the kidney limits cases, specific adrenocortical pathology was absent, although
the normal conversion of cortisol to cortisone, such that nodular changes, or widening, of the zona glomerulosa
intrarenal cortisol gains access to renal mineralocorticoid could sometimes be found, as in essential hypertension.
receptors, and thereby induces mineralocorticoid hyper- Several groups in the 1970s went on to demonstrate that
tension. Stewart et al.65 reported such a case in 1988. This the aldosterone response to infused angiotensin II
is, of course, overt secondary hypertension. However, the became enhanced in essential hypertension. As plasma
possibility has been raised that milder degrees of such 11 renin tends to fall with advancing age in essential
β-OHSDH-2 deficiency within the kidney, or perhaps hypertension, it can readily be seen how such cases might
restricted to vascular smooth muscle, could be responsible be confused with genuine examples of an aldosterone-
for some cases of apparent essential hypertension. Alter- secreting tumor.
natively, a placental deficiency of 11 β-OHSDH could Indeed, in contrast to patients with aldosterone-secreting
expose the fetus to excessive cortisol, leading to low birth adenoma—where plasma angiotensin II and aldosterone
weight and later essential hypertension.These ideas remain are significantly correlated inversely (Figure 1–2A)—in
to be further explored. subjects with “idiopathic” aldosterone excess, angiotensin
In the early 1960s evidence emerged of a sodium trans- II and aldosterone are positively correlated (Figure 1–2B).
port inhibitor capable of raising arterial pressure. Later Therefore, in the latter aldosterone remains under the
reports indicated the existence of endogenous digitalis- physiologic control of the renin–angiotensin system, and
like substances which could inhibit the sodium pump, these are certainly not instances of “primary” aldosteronism.
Na-K-ATPase, and hence stimulate a rise in intracellular Consequently, in 1979 researchers proposed that essential
sodium and calcium leading to arteriolar constriction. hypertension and so-called nontumorous or “idiopathic”
Hamlyn et al.66 subsequently found evidence that this was hyperaldosteronism are a continuum of the same condi-
possibly a single steroid, ouabain or a closely related isomer, tion,67,68 and this has been repeatedly confirmed in statistical
secreted by the adrenal cortex. The validity of these pro- biochemical evaluations.69,70 Of course, many of these patients,
posals has since, however, been widely questioned, like those with aldosterone-secreting tumors, respond well
although not refuted. to potassium-conserving agents such as spironolactone or
Aldosterone, the most powerful mineralocorticoid amiloride.
steroid secreted by the adrenal cortex, has interesting and Despite repeated admonitions, several groups71–74 continue
important connotations in essential hypertension. As was to describe what is presumably essential hypertension
Plasma aldosterone (ng/100 mL)

Plasma aldosterone (ng/100 mL)

100
40

40 20

10

10 5

4 10 40 4 10 40
Plasma angiotensin II concentration Plasma angiotensin II concentration
A (pg/mL) B (pg/mL)
Figure 1–2. Relationship between concurrent basal early morning plasma concentrations of
aldosterone and angiotensin II in untreated patients with (A) aldosterone-secreting adenoma
(r=–0.43, p<0.01) and (B) idiopathic hyperaldosteronism (r=0.46, p<0.01). (Redrawn from Ferris
JB, Brown JJ, Fraser R, Lever AF, Robertson JIS in Robertson JIS, ed. Clinical Aspects of Secondary
Hypertension. Vol. 2, Handbook of Hypertension. Amsterdam: Elsevier, 1983:132–161.)

9
SECTION
1
with modestly raised aldosterone, low renin levels, and and the renin–angiotensin system, could lead to sustained
raised aldosterone/renin ratios but no adrenal tumor, as and progressive blood pressure elevation, and hence be
EPIDEMIOLOGY

“primary aldosteronism,” and some refer to an “epidemic” involved in the pathogenesis of essential hypertension. In
of the condition.75,76 Both tendencies have been roundly 2002 Johnson et al.80 elaborated the notion of subtle
attacked by Norman Kaplan.71 acquired renal injury as a mechanism of salt sensitivity in
hypertension.
The kidney and sodium intake Findings pertinent to a different form of secondary hyper-
As may be evident from the previous discussion, from the tension resulting from unilateral renal artery stenosis in
very first glimpses of hypertension in the studies by Bright,9 which stimulation of the renin–angiotensin system is funda-
the kidney was repeatedly suspected as having a central mental to pathogenesis, demonstrated that this form is a
role in the pathogenesis of hypertension. Others whose syndrome characterized by depletion of body sodium content.
work requires mention77 in this historical account include Severity of such sodium depletion increases the higher
Franz Volhard, who with Fahr in 1914, provided a detailed the arterial pressure.81
description of the renal pathology in Bright’s disease; In two large series of patients with untreated essential
Goldblatt and colleagues, who demonstrated in 1934 that hypertension during the 1980s, subjects aged less than
sustained experimental hypertension could be produced 40 years had body sodium content that was significantly
by renal artery constriction; and Van Slyke, Homer Smith, subnormal, whereas patients aged over 50 had expanded
and others, who refined the measurement of overall renal body sodium (Figure 1–4). Independently of age, a signifi-
function.Then Borst in the Netherlands and Guyton in the cant positive correlation between body sodium content and
United States provided evidence that body salt overload the level of arterial pressure was reported. In accordance
could be involved in raising arterial pressure. with the findings and concepts mentioned previously,
These observations were reinforced by studies of researchers proposed that (1) many young patients with
secondary hypertension. Elevated blood pressure in end- essential hypertension have sodium depletion, perhaps
stage renal failure was seen to be accompanied by sodium resulting from a natriuretic effect of hypertension caused
and water retention, and could be alleviated by removal by a mechanism independent of sodium retention; and
of salt and water at dialysis.78 With aldosterone-secreting (2) in older patients, body sodium content is expanded,
adrenocortical adenoma and consequent aldosterone possibly as a consequence of hypertension-induced renal
excess, body sodium content was shown to be increased and changes and/or aldosterone excess.
the extent of such increase to be closely correlated with Meanwhile, various trials had shown modest but distinct
hypertension severity.Treatment, either by administration declines in blood pressure with dietary sodium restriction.
of a potassium-conserving diuretic such as spironolactone It was emphasized that moderate sodium limitation lasting
or amiloride, or definitively by excision of the tumor, caused at least 1 month was most effective; short-term extreme salt
blood pressure to fall in proportion to the reduction of deprivation, possibly in part by activating the renin–angiotensin
body sodium79 (Figure 1–3). system, could be less impressive. Moreover, the extent of
It can readily be appreciated how these various obser- such blood pressure reduction tended to be greater with
vations could be linked with proposals made by the Glasgow age; dietary salt restriction was comparatively less effective
group,62 Brown and MacQuin,63 and Esler and colleagues,61 in young hypertensive subjects.The results of five relevant
that renal lesions caused by sympathetic nervous system meta-analyses84–88 are shown in Table 1–1. The analysis by
overdrive, possibly involving noradrenaline, adrenaline, He and MacGregor88 is especially relevant, in that only
Systolic blood pressure (mmHg)

200

160

120

80 100 120 80 100 120 80 100 120


Exchangeable sodium (%)

A B C
Figure 1–3. Patients with aldosterone-secreting adenoma. Systolic blood pressure related to
total exchangeable sodium, expressed as percentage normal in relation to body surface area.
(A) Before and after surgery. (B) Before and during spironolactone. (C) Before and during amiloride.
(Redrawn from Robertson JIS, Secondary forms of hypertension in Birkenhäger WH, Robertson
JIS, Zanchetti A, eds. Hypertension in the twentieth century. Handbook of Hypertension. 2004;22:
pp. 298–335.)

10
CHAPTER
1
110 studies of moderate salt restriction lasting for at least
1 month were included.

EPIDEMIOLOGY : A Short History of the Study of Hypertension


p<0.02
At this juncture, there are no obvious incompatibilities,
108
but recommendations diverge markedly. One group (which
includes one of us, DGB)51 recommends dietary salt restric-
106 tion regardless of age as a routine part of antihypertensive
therapy. Another (which includes JISR)53 holds that this
104 important issue contains many uncertainties that still
require elucidation, and that the appropriateness of salt
102 limitation in young hypertensive subjects is questionable.
Somewhat separate from these arguments is evi-
NaE %

100 dence51,52,88,89 that salt restriction might, inter alia, and


independently of changes in blood pressure, protect against
stroke and left ventricular hypertrophy. Others have con-
98
versely worried about the possible cardiovascular hazards
of increases in circulating renin, aldosterone, noradrenaline,
96
total cholesterol, and low-density lipoprotein accompa-
nying sodium restriction, and consider that these matters
94 should be subjected to clinical trials.87 Interestingly, Kaplan
and Opie, in a 2006 review entitled “Controversies in hyper-
92 tension,”91 evidently discerned no such altercation, and
endorsed general dietary salt restriction without reservation.
90
Urinary sodium and blood pressure
Young Young Older Urinary sodium excretion closely corresponds with the
normal hypertensive hypertensive
n=55 n=43 n=41 dietary sodium intake. Thus, the epidemiologic assessment
of urinary sodium output has attracted much attention
Figure 1–4. Exchangeable sodium (NaE) expressed as
because it has been widely assumed that any observed
percentage normal in terms of body surface area in
men. Young hypertensive subjects (aged <35 years) correlation might indicate a causal connection between
show significantly subnormal body sodium content as sodium ingestion and blood pressure. Amid a profusion of
compared with young normal subjects. Older hypertensive studies, two were large and of high methodologic quality.
subjects (aged >50 years) have expanded body In 1988 a Scottish report92 on 7354 men and women
sodium. (Data from Johnson RJ, Herrera-Acosta J, aged 40 to 59 years showed only a weak positive corre-
Schreiner GF, et al. Subtle acquired renal injury as a lation between sodium excretion and blood pressure. The
mechanism of salt-sensitive hypertension. N Engl J Med
2002;346:913–23.)
authors concluded that sodium had little or no evident
independent role in determining blood pressure.
Also in 1988 the Intersalt Cooperative Research Group93
reported on the relationship in 10,079 men and women
aged 20 to 59 years and drawn from 52 centers worldwide.
The initial analysis showed a positive association of sodium
excretion with median blood pressure, and with the preva-
MEAN REDUCTIONS (MMHG) IN BLOOD PRESSURE lence of (arbitrarily defined) hypertension when all 52
(SYSTOLIC/DIASTOLIC) IN FIVE META-ANALYSES OF DIETARY centers were included. However, when four distinctly dis-
SALT RESTRICTION parate tribal populations with very low sodium values were
excluded, the association disappeared. Meanwhile, in 15
Overall of the individual centers there was a significant positive
Grobbee and Hofman (81) 3.6/1.98 correlation between sodium excretion and systolic pressure,
Hypertensive Normotensive while a significant negative correlation was reported in two
Midgley et al. (82) 3.7/0.9 1.0/0.1 centers.There was also a close relationship between sodium
Graudal et al. (84) 3.9/1.9 1.2/0.26
excretion and the increase in blood pressure with age, an
effect that persisted even after the four centers with very
Cutler et al. (83) 4.8/2.5 1.9/1.1
low salt intake were excluded.
He and MacGregor (85) 4.2/2.4 1.6/0.6
In 1996 a reworking of the “Intersalt” data was pub-
Note: Grobbee and Hofman provided overall figures only; the others
analyzed separately those subjects considered initially to be
lished94 with a more expansive correction for “regression
hypertensive or normotensive. dilution bias.” A stronger and significant correlation then
Reprinted by permission from Macmillan Publishers Ltd: from Beevers emerged between urinary sodium and systolic blood pressure,
DG. Salt and cardiovascular disease: not just hypertension. J Hum albeit critics asserted that the reanalysis was inappro-
Hypertens 2001;15:749–50.
priate and invalid.95
Table 1–1. Mean Reductions (mmHg) in Blood Pressure Whether a genuine correlation might be shown to exist
(Systolic/Diastolic) in Five Meta-Analyses of Dietary Salt Restriction between urinary sodium excretion (and by implication

11
SECTION
1
dietary consumption) and blood pressure, it would not, ALCOHOL AND HYPERTENSION
however, permit the conclusion that excessive sodium intake
EPIDEMIOLOGY

was causal or even contributory. Given the evidence of In the 19th century, Mahomed had suggested a link between
subnormal body sodium content in young subjects with alcohol excess and hypertension.10 In a study of French
mild untreated hypertension, their increased sodium soldiers in 1918, Lian101 found a clear correlation between
consumption could result from an increase in sodium alcohol ingestion and the prevalence of hypertension. Such
appetite stimulated by that sodium shortfall, probably via prevalence decreased throughout his classification of “les
angiotensin II.53 tres grands buveurs, les grands buveurs, les moyens buveurs,
et les sobres.”
Genetic aspects For a time interest in this relationship declined; Pickering
Numerous studies from the 1930s to the present of made no mention of the topic in the 1955 and 1968 editions
parent–offspring relationships, natural versus adopted of his book.27 However, numerous subsequent studies
children, and identical and nonidentical twins, have provided affirmed a likely pressor effect of alcohol ingestion.102–106
evidence of distinct genetic influences on blood pressure In the 1970s both the Framingham Study and the Copenhagen
in individuals.96,97 However, one consequence of the con- Heart Study demonstrated a clear relationship between
troversy between Pickering and Platt,8,12,13 and the eventual alcohol intake and blood pressure. Even more convincing
substantiation of Pickering’s assertion of the continuous was the Kaiser Permanente Health Examination Survey
distribution of blood pressure within populations was of 1977, which confirmed the association in men, women,
that blood pressure in individuals was seen as determined whites, blacks, and Chinese subjects, independently of
by numerous and diverse environmental and genetic educational status and body mass index.104
influences. Enthusiasm for studies into genetic mechanisms The above results were tempered by repeated observa-
causing raised blood pressure was dampened for several tions44,48 of the apparent protective effect against cardio-
years. vascular morbidity of a modest alcoholic intake. That
Notwithstanding the smooth continuous but skewed beneficial effect disappeared with high levels of alcohol
distribution of blood pressures within a given population, consumption, which were shown to increase the risk of
there are inevitably a small number of subjects with secondary stroke.44 The benefit was initially thought to be a property
forms of hypertension concealed within the curve, in whom of wine, and especially of red wine, but later studies
the causes of any blood pressure elevation are quite distinct. showed an association with alcohol ingestion regardless of
Further, Cusi and Bianchi97 drew attention to the detailed the type of beverage consumed. It has been argued that
mathematical analysis performed by McManus98 on the several meta-analyses of alcohol and cardiovascular disease
systolic blood pressures reported in a survey by Bøe et al. could have been distorted by the reversion of some subjects
in 195799 of 67,976 persons over the age of 14 in Bergen, to abstinence because of intercurrent illness.49,50
Norway. Pickering had earlier100 entered an important caveat
concerning the systolic readings of Bøe et al. in that they BODY WEIGHT
showed marked digit preference—85% ended with 0 and
15% with 5. McManus found that despite the smooth distri- Obesity was recognized by Hippocrates55,56 as being
bution curve apparent on simple inspection of the data, a hazardous to health: “Persons who are naturally of a full
compound log-normal distribution provided a better and habit die suddenly more frequently than those who are
more significant fit than did a single log-normal curve. slender.”
Although there was only one visible mode, the distribution The clinical and epidemiologic measurement of blood
was shown, in fact, to be compound and “biphasic,” as it pressure in obese persons is particularly subject to error;
contained individuals drawn from two separate populations. thus, a suitably large sphygmomanometer cuff must be used
The appearance of a broadly symmetrical “normal” distri- on obese persons. Numerous studies106 have nevertheless
bution does not, it was concluded, exclude the existence confirmed a relationship between body mass index and
therein of different discrete distributions due to separate arterial pressure, and that blood pressure falls with weight
specific genetic (or other) effects.Thus, despite Pickering’s reduction. Current estimates from population studies,
earlier concerns, searches for subgroups of essential hyper- including the Framingham survey,35 suggest that excess
tension with different heritable pathogenetic mechanisms weight gain may account for as much as 65% to 75% of
were thereby encouraged. the risk for essential hypertension.
An increasing resurgence of interest in these aspects Hypertension, abdominal obesity, insulin resistance,
occurred, especially during the last three decades of the and dyslipidemia form a cluster that has become known
20th century. Bianchi and Barlassina,96 in a major review as “the metabolic syndrome.” A combination of lifestyle
of the profuse and complex evidence that had accumulated modifications and aggressive antihypertensive drug therapy
by 2004, concluded that it is unlikely that a single major is recommended for treating patients with this syndrome.107
gene influences essential hypertension.They predicted the
imminent identification of a number of gene polymorphisms, OTHER INFLUENCES
each contributing 2% to 10% of genetic variation, depending
on the population studied. Further, these authors asserted A wide range of other factors may increase blood pressure,
that gene interactions were likely to be useful targets of including cold weather and high ambient noise levels.
future research. Regular exercise, consumption of fresh fruits and vegetables,

12
CHAPTER
1
and the intake of potassium and magnesium can lower the renal arteries. Surprisingly, although Goldblatt recog-
blood pressure.108–110 nized that a humoral substance released from the kidney

EPIDEMIOLOGY : A Short History of the Study of Hypertension


might be responsible, he did not at first consider renin as
RENIN–ANGIOTENSIN SYSTEM a contender. Others did, however, and in 1938 renin was
once more extracted from kidneys and partially purified.
Perhaps the most important contribution to our under- Delineation of the detailed mode of involvement of renin
standing of the nature of hypertension has been the eluci- in the pathogenesis of renovascular hypertension, which
dation of the renin-angiotensin-aldosterone system. Several was at first thought likely to be simple, turned out to be
chapters in this volume are devoted to this system; to remarkably intricate.113
avoid repetition, its history is not covered in detail here. Kohlstaedt et al. in 1938 and Munoz et al. in 1939
Honorable mention must, however, be given to Franz Gross, proposed that renin was an enzyme, which was confirmed
Jaques Genest, John Laragh, James O. Davis, and, of course, in 1940 by Page et al. and Braun-Menendez et al. Renin acts
Jerome Conn. In addition, credit for the synthesis of drugs on a circulating substrate, angiotensinogen, to form the
designed to block the system, initially with angiotensin- vasoactive peptide angiotensin II. Details of this complex
converting enzyme (ACE) inhibitors and later with system as it is currently understood are shown in Figure 1–5.
angiotensin receptor blockers, must go to Miguel Ondetti, Angiotensinogen was identified chemically by Skeggs et al.
Bernard Rubin, David Cushman, and Pieter Timmermans. in the late 1950s. The amino acid sequences of the bovine
This list is, however, intrinsically unfair. Countless others and equine octapeptides of angiotensin II were determined,
have contributed just as much and many receive recog- respectively, by Elliott and Peart and by Skeggs et al. in
nition elsewhere in this book. 1956. Angiotensin II was synthesized in the same year.
Renin, a protein now recognized as an enzyme, was Practicable assays for circulating renin were introduced
discovered as a pressor principle in renal extracts by in 1963 and 1964, and for angiotensin II in 1971; these
Tigerstedt and Bergman in 1898.8,37–40,111,112 Elucidation of were progressively refined in subsequent years. Numerous
the complexities of this system comprised a major topic of studies followed that established a wide range of actions
biochemical, physiologic, and clinical research throughout attributed to angiotensin II: stimulation of aldosterone
the 20th century, with numerous and diverse implications and vasopressin secretion, thirst, sodium appetite, a range
for the pathogenesis of hypertension and its treatment. of direct renal actions, and vagal inhibition (Figure 1–6).
For three decades after its discovery, renin was largely A most important relationship with sodium balance was
ignored. Then, in 1934, Goldblatt and colleagues demon- established in 1963, when it was shown that sodium restric-
strated that it was possible to produce sustained experi- tion elevates, and sodium loading depresses, plasma renin.114
mental hypertension by applying constricting clamps to Bing and colleagues pioneered the study of renin in

11 12 13 14
Renin 1 2 3 4 5 6 7 8 9 10 Leu Val Tyr Ser (equine)
substrate H Asp Arg Val Tyr Ile His Pro Phe His Leu 11 12 13 14
Val Ile His Asn (human)
Renin

1 2 3 4 5 6 7 8 9 10
Angiotensin I
H Asp Arg Val Tyr Ile His Pro Phe His Leu OH

Converting enzyme

1 2 3 4 5 6 7 8
Angiotensin II
H Asp Arg Val Tyr Ile His Pro Phe OH

Angiotensinase

2 3 4 5 6 7 8
Angiotensin III
H Arg Val Tyr Ile His Pro Phe OH

Angiotensinase

Inactive peptide fragments

Figure 1–5. Outline of the biochemistry of the renin–angiotensin system. (Redrawn from Nicholls MG, Robertson JIS.
The renin system and hypertension. In: Birkenhäger WH, Robertson JIS, Zanchetti A, eds. Handbook of Hypertension
2004;22:262–297.)

13
SECTION
1
Renin-substrate
EPIDEMIOLOGY

(angiotensinogen)

Renin

Angiotensin I
Converting enzyme
(ACE)

Angiotensin II

Pressor Sympathetic Antidiuretic Renal Thirst Aldosterone Sodium Vagus


effect hormone actions appetite

Stimulation Inhibition
Figure 1–6. The renin–angiotensin system and its principal actions. (Redrawn from Nicholls
MG, Robertson JIS. The renin system and hypertension. In: Birkenhäger WH, Robertson JIS,
Zanchetti A, eds. Handbook of Hypertension 2004;22:262–297.)

extrarenal tissues, with their Danish laboratory reporting


PHYSIOLOGICAL ROLES OF AT2 RECEPTOR
the presence of renin in the uterus and salivary glands as IN CARDIOVASCULAR SYSTEM
early as the 1960s. Renin is now recognized to be present in
the brain, heart, blood vessels, adrenal cortex, testis, epi- Action Cell or tissue
didymis, ovary, amniotic fluid, pancreas, and the eye as well. Growth inhibition VSMC
Two principal receptor subtypes for angiotensin II were Endothelial cell
identified, namely AT1 and AT2.The AT1 receptor mediates Cardiomyocyte
actions of angiotensin II that are indicated in Figure 1–6. Cardiac fibroblast
Some established, probable, and possible cardiovascular Embryonic fibroblast
functions of the AT2 receptor are listed in Table 1–2. Receptor Proapoptosis VSMC
functions comprise an area of intense study in recent Endothelial cell
years to the present. Cardiomyocyte
By the close of the 20th century, the renin–angiotensin AT1 receptor
system had been revealed to be widely involved in diverse AT2 receptor
physiologic processes and clinical disorders. Many of these (Neuronal cell, R3T3 fibroblast)
as they concern humans are listed in Table 1–3. Growth promotion VSMC in vivo
In the late 20th century, a number of drugs were developed VSMC in culture
Cardiac myocyte
to interrupt the renin–angiotensin system at various sites
(Figure 1–5).Thus far, two of the most clinically useful are Differentiation VSMC (neuronal cell)
the ACE inhibitors and the orally active antagonists of the Decrease in cell matrix Heart
AT1 receptor. Several effective inhibitors of the enzyme renin Coronary perivascular cells
were also produced. Initially, none of these possessed Increase in cell matrix VSMC
adequate oral bioavailability for clinical use, although some Cardiac fibroblast
Coronary perivascular cells
recent examples are more promising.115,116
One of the least commendable aspects of the study of Decrease in blood pressure In small arteries
the renin–angiotensin system has been the reluctance or Vasodilatation Glomerular afferent arteriole
inability of some researchers to apply proper quantitative NO production Kidney
standards.110 Pickering expressed much concern about such Coronary artery and
deficiencies in 1963,117 at a time when the first reliable microvessels
Aorta
assays for renin were appearing:
Improvement of cardiac function Heart
Many workers do not even use a standard ... [but instead (LVEDV, LVESV, EF)
employ a] hillbilly method.You cannot compare results Decrease in chronotrophic effect Heart
from day to day, from one laboratory to another, from From Nicholls MG, Robertson JIS. The renin system and hypertension.
country to country. In: Birkenhäger WH, Robertson JIS, Zanchetti A, eds. Handbook of
Hypertension 2004;22:262–297.
Even when an international reference preparation of EF, rejection fraction; LVEDV, left ventricular end-diastolic volume;
renin was tested and made generally available in 1975,118 LVESV, left ventricular end-systolic volume; NO, nitric oxide; VSMC,
vascular smooth muscle cells.
only a few researchers were able and willing to use it. In
1978 one of us (JISR) helped develop a quantitative approach Table 1–2. Physiological Roles of AT2 Receptor in Cardiovascular System

14
CHAPTER
1
RENIN SYSTEM IN HEALTH AND DISEASE

EPIDEMIOLOGY : A Short History of the Study of Hypertension


Stimulated
Certainly or probably involved physiologically, pathophysiologically and/or pathogenically
Normal pregnancy Addison’s disease and related disorders
Angiotensinogen-secreting tumor Anorexia nervosa, bulimia nervosa, diuretic abuse, purgative abuse
Renovascular hypertension Bartter’s syndrome and related disorders
Malignant-phase hypertension (some cases) Vascular and cardiac remodeling
Hemorrhage Myocardial infarction
Acute circulatory renal failure Cardiac failure
Multiple organ failure Chronic renal failure with hypertension
Hepatic cirrhosis Diabetes insipidus, especially nephrogenic forms
Possibly involved pathophysiologically and/or pathogenically
Early polycystic kidney disease Connective tissue diseases
Nephrotic syndrome Raynaud’s phenomenon
Aortic coarctation Cancerous proliferation
Pheochromocytoma
Suppressed
Sodium and fluid excess Essential hypertension (majority of cases)
Mineralocorticoid hypertension Primary renin deficiency
Gordon’s syndrome Pregnancy hypertension (i.e., relative to normal pregnancy)
Liddle’s syndrome Syndrome of apparent mineralocorticoid excess

Table 1–3. Renin System in Health and Disease

combining angiotensin II assay with the establishment of book on hypertension in 1926, Halls Dally listed a range
relevant dose–response curves.119 Regrettably, only a few of procedures121 directed to that end, almost certainly
laboratories have since pursued such discipline. uniformly futile (Box 1–2).
The lack of proper quantification of the renin–angiotensin Effective (but fearsome) antihypertensive measures were
system continued into the early years of the 21st century, a subsequently introduced.26 In 1948, Kempner promulgated
lamentable deficiency.An analogy may be instructive: consider his rice and fruit diet, intolerably monotonous if continued
the difficulties in scientific intercourse if each center were to for more than a few days, and which probably worked by
employ its own peculiar units of blood pressure measurement. means of extreme salt restriction. Also in the 1940s and

DEVELOPING DRUGS FOR BLOOD


PRESSURE REDUCTION
Relationships between hypertension and cardiovascular and Box 1–2
renal complications were already becoming clear in the
early 20th century, but benefits of reducing blood pressure Selected Antihypertensive Measures
were by no means apparent. Indeed, it was widely believed Recommended in 1926
that elevated arterial pressure served as a protective response
to the narrowing of arterioles, and was necessary in order Trunecek’s solution (sodium chloride, sodium sulphate,
to maintain perfusion of vital organs. Thus, in 1931 Hay sodium bicarbonate, and potassium sulphate)
Total pancreas substance
quoted (but did not endorse) the old saw: Calcium salts and atropine (Kylin)
The greatest danger to a man with a high blood pressure Five grains of blue pill and a saline draught
lies in its discovery, because then some fool is certain Thymol oil (oil of thyme)
Benzyl benzoate
to try and reduce it.34 Fresh garlic
The distinguished American cardiologist, Paul Dudley White, Dilute hydrochloric acid
Sodium bicarbonate, chloroform, gentia, or rhubarb
made the following comment:
Effervescent baths
Hypertension may be an important compensatory Douches
mechanism which should not be tampered with, even Taking the waters at Harrogate, Cheltenham, or
Leamington Spa
were it certain we could control it.120
From Halls Dally JF. High blood pressure: Its variation and control. 2nd ed.
Despite such doubts, attempts at lowering high blood London: Heinemann, 1926;134–147.
pressure were made, some of them by Hay.34 In his text-

15
SECTION
1
1950s dorsolumbar sympathectomy and extensive bilateral With the introduction of effective antihypertensive drugs,
adrenalectomy were performed. These were formidable it was soon determined that they could correct both
EPIDEMIOLOGY

surgical procedures, with a high incidence of complications malignant-phase hypertension (provided that serious renal
and usually unpleasant side effects, although they did impairment had not supervened) and overt hypertensive
reduce blood pressure.27 heart failure. Because the course of these conditions, if
An amusing contemptuous opinion concerning the dis- untreated, was almost invariably fatal, controlled trials were
comforts of antihypertensive treatment around that time unnecessary, and would, indeed, have been unethical. The
was expressed by S. Weiss of Boston122: early drugs were fairly intolerable; therefore, their use could
only be justifiable in patients at very high risk of death.
Thus far, what has been done in an effort to reduce the
Demonstration of the ability of antihypertensive drug
blood pressure? Because of an ill-founded idea that
treatment to prevent complications where the condition
protein was responsible for hypertension and kidney
had not progressed to the malignant phase or to cardiac
disease, the patient was denied meat and eggs and
failure required controlled trials. In 1964 Hamilton and
especially red meat.... His diet was rendered even more
colleagues132,133 reported a pioneering study in which initially
unpalatable by withdrawal of salt. Sympathy would
uncomplicated patients were assigned to antihypertensive
doubtless have been extended to this half-starved fellow
drug treatment or simply outpatient review. This trial
except that he probably was not able to eat anyway, his
demonstrated clear benefit from therapy, notably stroke
teeth having been extracted on the theory that focal
prevention.
infection had something to do with hypertension. Even
Numerous subsequent and larger trials were conducted,
before this he had sacrificed his tonsils and had his
and these have been extensively reviewed.134–137 Strict rules
sinuses punctured because of the same theory. In case
were formulated for the conduct of such studies. These
some food had been consumed, the slight residue was
requirements included the allocation of patients at random
promptly washed out by numerous colonic irrigations....
to control or treatment groups; that the proposed conduct
Of course he was denied alcohol and tobacco as well
of the trial, especially the method of statistical analysis,
as coffee and tea.... As a climax to the difficulties of
be declared at the outset and not subsequently modified;
this unfortunate person, he may now fall into the clutches
that any additional therapeutic approaches such as dietary
of the neurosurgeon, who is prepared to separate him
or other lifestyle changes should be identical in those allo-
from his sympathetic nervous system.
cated to active drug or control; and that the overall system
Therapeutic expertise did, nevertheless, improve. The of healthcare must be the same throughout the trial.
earliest effective antihypertensive drugs, the autonomic Whether “open” studies (i.e., non–double-blind investi-
ganglion–blocking agents, hexamethonium and pempidine, gations) should be accepted without reservation was ques-
followed logically from surgical sympathectomy, and were tioned. Remarkably, these precepts were repeatedly ignored
introduced in the late 1940s. In subsequent decades, or flouted, such that by the end of the 20th century the
more effective, better-tolerated, and longer-acting, orally situation concerning the benefits of antihypertensive therapy
effective agents were developed, including, successively, remained depressingly obscure.
hydralazine, reserpine, thiazide diuretics, guanethidine, The U.S.Veterans Administration (VA) trial of 1967 and
methyldopa, beta-blockers, alpha-blockers, clonidine, 1970138,139 was designed and initiated as a single study, but
minoxidil, calcium antagonists, ACE inhibitors, and was subsequently halted in patients with severe hyper-
angiotensin receptor blockers.123,124 tension, with the two resultant patient groups then being
The more recently introduced drugs provide better analyzed and reported on separately. It is hardly surprising
blood pressure control. Although the issue is debated, this that this behavior engendered much dispute and confusion,
could be one, but almost certainly not the only, reason for with arguments concerning whether it comprised one or
their demonstrable superiority over earlier agents in limiting two separate trials. As Hampton wrote in 1983,
complications.23,125–131
The US Veterans’ study broke almost every rule of trial
Today, a once-daily dose should produce, 24 hours after
design and analysis, and if it were offered to a medical
ingestion (“trough” drug level) a lowering of systolic pres-
journal today it would probably not be accepted for
sure by ~10 mmHg and of diastolic pressure by ~8 mmHg.
publication.134
Larger reductions may be achieved with combinations of
drugs.These drugs, incidentally, produce somewhat greater Two trials, the Hypertension Detection and Follow-up
changes than have been reported with dietary salt restriction Program (HDFP)140,141 and the hypertensive group of those
(Table 1–1). recruited to the Multiple Risk Factor Intervention Trial
(MRFIT),142 were confounded by therapeutic interventions
DRUG TREATMENT TRIALS in the treatment group (dietary advice intended to lower
body weight, serum cholesterol, and salt intake, plus anti-
Hypertension is accompanied by increased cardiovascular smoking counseling), which were additional to antihyper-
morbidity and mortality, but it does not necessarily follow tensive drugs. Obviously, the effects observed could have
that blood pressure reduction would correct such lesions. been the outcome of the hypertensive drugs, one of the
Fortunately, however, antihypertensive drugs were developed, other interventions, or some combination of them.143,144
and there are now many randomized trials investigating One much-quoted meta-analysis145 (which, incidentally,
their usefulness. accepted several “open” trials for inclusion) discarded the

16
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1
MRFIT data, explicitly because of potential confounding.146 significant benefit was a 49% reduction in stroke (p<0.001);
Perversely and inexplicably, however, findings from the the lack of visible benefit concerning coronary events

EPIDEMIOLOGY : A Short History of the Study of Hypertension


HDFP were included. could not be attributed to lower morbidity, because such
Further, in the HDFP the treatment group was offered a coronary events were more frequent than stroke in this age
distinctly advantageous overall system of health care. group. One of only two trials dealing with recurrent stroke
Therefore, it was hardly surprising that mortality from a found a significant reduction in the number of deaths with
range of noncardiovascular diseases was lower in the special treatment (p<0.05).
intervention than in the “control” group. Such benefit can Sadly, Gueyffier and colleagues soon defected from the
hardly be attributed to the hypertension treatment. As standards of that commendably rigorous meta-analysis of
Hampton wrote in 1983, 1996. In 1997, Gueyffier, with a different mix of co-
authors,150 addressed the question of differential treatment
The HDFP study ought to be rejected because it was
benefit in men and women. Surprisingly, data from the
not a proper trial of the treatment of hypertension....
HDFP, a study that Gueyffier et al. had rejected in toto
The HDFP seems to show that good care is better than
just a year earlier because of its flawed design, were now
bad care, but it tells us little about hypertension.134
accepted. Coronary events were computed as elicited by
Another concern was the inconsistent attitude of trial self-reporting, a process already shown to have seriously
analysts toward demonstrably unreliable diagnostic criteria distorted and exaggerated the apparent benefits of drug
for coronary artery disease. In the HDFP, only electrocar- treatment in the HDFP (“the large benefits claimed for treat-
diographic data were considered reliable; reports of coronary ment … in women are entirely due to this”147). Thus, the
events elicited by questionnaire or self-reporting were conclusions were guaranteed to be invalid from the outset.
determined to be biased, and thus were initially rejected.145 The question of possible differential benefit among several
It was noted that types of antihypertensive agent remains unresolved. As
mentioned above, the undoubted protective superiority
[t]he inclusion of “non-fatal myocardial infarctions”
shown in several studies by more modern drug classes could
diagnosed by self-reporting or Rose questionnaire has
partly reside in their greater efficacy in lowering blood
inadvertently but seriously exaggerated the benefits of
pressure.23,124–130 Two trials that addressed this issue150,151
antihypertensive treatment in HDFP.The large benefits
reached conflicting conclusions. Both trials were, however,
claimed for treatment in young subjects or in women
seriously confounded by substantial contamination of the
are entirely due to this.146
treatment groups as initially defined during the course of
Yet subsequently, and despite clearly recognized flaws, the studies. The latter ALLHAT study152 has also been
some of the analysts returned, without explanation, to extensively criticized on various other methodologic
using data that they had themselves earlier condemned as grounds.153–155
unreliable.147,148 It should be apparent from the foregoing that overall the
Almost certainly the most perceptive and accurate meta- evaluation of antihypertensive treatment trials has been
analysis to date was that published by Gueyffier et al. in methodologically problematic. At present this deficiency
1996,149 which excluded the HDFP, MRFIT, and the part is one of the more embarrassing aspects of research into
of the VA study dealing with less severe hypertension.The hypertension. We can, and must, do better.
authors found the most impressive treatment benefits in
patients aged over 60: 46% reduction in congestive heart SUMMARY
failure, 34% in stroke, 23% in cardiovascular mortality
(all p<0.001); 21% in major coronary events (p<0.01); and This introductory chapter has chronicled progress in our
10% in all-cause mortality (p<0.05). In marked hyper- appreciation and understanding of hypertension and its
tension (entry diastolic pressure at 100 to 130 mmHg), management up to the early 21st century.We hope that the
the only complication benefited was congestive cardiac chapter is a useful, if sometimes contentious, perspective
failure, with an 89% reduction in risk (p<0.001). In mild- on this exciting and therapeutically rewarding subject.
to-moderate hypertension in younger patients, the only

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