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CALL FOR PAPERS
Sex and Gender Differences in Pain and Inflammation
1Department of Biomedical Sciences, University of Maryland Dental School; 2Department of Anatomy and Neurobiology and 3Program in Neuroscience, University of Maryland School of Medicine, University of Maryland, Baltimore, Baltimore, Maryland
Submitted 30 November 2005 ; accepted in final form 7 February 2006
| ABSTRACT |
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temporomandibular disorder; craniofacial pain; sex difference
One potential mechanism by which estrogen may contribute to TMD pain is by modulating the inflammatory process that is associated with damage to the TMJ. The present study was therefore designed to test the hypothesis that estrogen exacerbates inflammation of the TMJ. To test this hypothesis, we assayed plasma extravasation (PE) in the TMJ of intact and gonadectomized male and female rats receiving chronic gonadal hormone replacement in the presence and absence of TMJ inflammation.
| MATERIALS AND METHODS |
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Gonadectomy and hormone replacement.
Rats were anesthetized with rat cocktail (55 mg/kg ketamine, 5.5 mg/kg xylazine, and 1.1 mg/kg acepromazine). Ovaries were accessed via a lateral approach, tied off, and excised. A pellet of 17
-estradiol (E; 0.1 mg/pellet, 21-day release, Innovative Research of America, Sarasota, FL) or vehicle was inserted subcutaneously between the shoulder blades (12). Testes were accessed through the lower abdomen, tied off, and excised. A Silastic tube (0.075 in ID, 0.125 in OD, 1.5 in length) filled with testosterone or left empty (blank), preequilibrated overnight in saline, was inserted subcutaneously between the shoulder blades (32). Intramuscular injections of buprenorphine (0.03 mg/kg) and penicillin G (10,000 units/kg) were administered postoperatively.
Induction of inflammation. Rats were anesthetized with rat cocktail. Unilateral inflammation was induced by injecting complete Freunds adjuvant (CFA; 50 µl; 1:1 in saline; Sigma, St. Louis, MO) into the TMJ as previously described (12). CFA or saline was injected slowly over a period of 2 min. The CFA/saline injection into the TMJ occurred 1617 days after the gonadectomy and hormone replacement.
Determination of plasma extravasation. Rats were anesthetized with rat cocktail. Evans blue dye (Sigma; 50 mg/kg of a 50 mg/ml solution) was injected into the femoral vein. Ten minutes later, rats were perfused transcardially with 300 ml of PBS to flush Evans blue from the vasculature. Rats were then decapitated, and TMJs were collected. TMJs were dissected to a standardized size, such that the dissected joint measured 8 mm2 when positioned with the zygomatic process facing upward. Healthy muscle was removed, leaving primarily the articulation (including portions of the squamousal bone, zygomatic process, and condyle) and immediately surrounding tissues. Each side of the joint was placed in a 15-ml tube containing 2 ml of DMSO. Evans blue was extracted from tissue over 3 or 4 days at room temperature on a rocking platform (21). Aliquots (1 ml) of the solution were then spun at 10,000 rpm for 20 min. Evans blue concentration was assessed by spectrophotometry at 620 nm, a wavelength at which absorbance is linearly related to dye and albumin concentration (9). The amount of Evans blue dye extracted per joint was calculated based on a standard curve. Tissue was dried at 67°C. The magnitude of plasma extravasation (PE) was quantified as micrograms of Evans blue per milligram dry weight of tissue.
Verification of hormonal treatment. We were unable to determine plasma hormone levels of the rats in the present study, because the Evans blue dye interfered with the radioimmunoassay. Therefore, alternative means of verifying the efficacy of hormonal manipulations were used. In the female rats used in the present study, uterine weight was used as a measure of the presence or absence of estrogen. In a second group of 38 male and female rats treated identically to those used in the present study [intact male (n = 8) and female (n = 7), gonadectomized male (n = 7) and female (n = 4), and gonadectomized male (n = 5) and female (n = 8) receiving hormone replacement], plasma hormone levels were determined via radioimmunoassay at a commercial analytical lab (Ani Lytics, Gaithersburg, MD).
Statistical analyses. A Students t-test was used to assess the influence of sex on resting PE. The sex- and time-dependent effects of inflammation on TMJ PE were assessed with a two-way ANOVA. A one-way ANOVA was used to assess the impact of hormonal manipulations on resting and inflammation-induced increases in TMJ PE. Post hoc all-pairwise multiple comparisons were performed using the Holm-Sidak test. Pooled data are plotted as means ± SE. P < 0.05 was considered statistically significant.
| RESULTS |
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Verification of estrogen treatment. The uterine weight of intact (459 ± 31 mg, n = 6) and Gx+E rats (698 ± 27 mg, n = 5) was significantly greater than Gx rats (226 ± 16 mg, n = 5, P < 0.01). These uterine weights are similar to those from groups of rats in which both uterine weight and plasma estrogen concentration had been determined. Plasma hormone concentrations from rats treated identically to those used for PE experiments were as follows: Testosterone (T) levels were 2.66 ± 0.46 ng/ml (n = 8), 0 ng/ml (n = 7), and 4.55 ± 2.38 ng/ml (n = 5) in intact, Gx and Gx+T males, respectively. Estrogen (E) levels were 19.76 ± 3.32 pg/ml (n = 6), 0.51 ± 0.30 pg/ml (n = 4), and 62.22 ± 7.14 pg/ml (n = 8) for intact, Gx and Gx+E females, respectively.
| DISCUSSION |
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As expected, an injection of CFA into the TMJ increased PE in all groups, an observation that is consistent with previous observations of the impact of inflammation in the TMJ. That is, CFA has been shown to increase Evans blue PE in the TMJ in male rats (36). Furthermore, CFA in the TMJ has been shown to produce histological changes indicative of inflammation (19, 20). Our results are also consistent with elevated levels of neuropeptides that promote PE (substance P, CGRP, and neurokinin A) that have been observed in TMJ perfusates after injection of adjuvant into the TMJ (7, 8).
The greater resting PE observed in males appeared to reflect the actions of testosterone, as Gx reduced TMJ PE to levels observed in intact females, and this reduction was reversed by the exogenous administration of testosterone in Gx males. Testosterone influences processes that should both increase and decrease resting PE. For example, a testosterone-mediated inhibition of hypothalamic-pituitary-adrenal (HPA) axis output (17) or suppression of adrenal medullary output, resulting in lower plasma epinephrine levels (34), should contribute to an increase in resting PE. However, a testosterone-mediated suppression in the generation of proinflammatory cytokines from immune cells (26) should contribute to a decrease in resting PE. Thus results from the present study suggest that pro-inflammatory processes mediated by testosterone predominate in the rat TMJ.
The observation that estrogen had no detectable influence on resting TMJ PE was somewhat surprising in light of previous observations, indicating that like testosterone, estrogen may influence processes that may both increase and decrease PE. For example, estrogen may contribute to the suppression of PE by mediating an increase resting HPA function (17), resulting in higher plasma corticosterone levels, or by suppressing the generation of proinflammatory cytokines from immune cells (33). Estrogen also appears to drive adrenal medullary activity, resulting in higher plasma concentrations of epinephrine (34), and epinephrine may both increase PE via
2-mediated effects or decrease PE via
2-mediated effects (10). The observation that neither gonadectomy nor estrogen replacement had any detectable influence on resting TMJ PE suggests that at least within the TMJ in the absence of inflammation, there is a balance between proinflammatory and anti-inflammatory influences of estrogen.
The sex difference in TMJ PE was maintained in the presence of persistent inflammation; on average, TMJ PE was lower in females than in males. By 72-h post-CFA injection, TMJ PE was >30% lower in females than in males. The sex difference at 72 h appeared to reflect both facilitative effects of testosterone and suppressive effects of estrogen. These results are similar to the effects of testosterone and estrogen in a model of acute neurogenic PE in the knee joint, where testosterone facilitates PE and estrogen suppresses it (14). Interestingly, at the earliest time point examined in the present study (i.e., 12 h post-CFA injection), TMJ PE was as large in females as in males. This observation was surprising in light of previous data, indicating that the influence of gonadal hormones on neurogenic PE in the knee joint was detectable within 10 min and persisted over the entire recording period (90 min) (14). Given that the mechanism underlying the actions of both testosterone and estrogen in the bradykinin model appears to be epinephrine release from the adrenal medulla, a sex difference was expected at 12 h post-CFA in the present study.
It is possible that our failure to detect a sex difference 12 h post-CFA is due to a "ceiling" effect, wherein the intensity of the inflammatory reaction at this time point was such that the ability to detect the "real" magnitude of TMJ PE was beyond the sensitivity range of our assay. An alternative explanation is the interaction between gonadal hormones and inflammation is dynamic, changing with time during persistent inflammation. Contralateral TMJ data support the latter possibility, given that there was a significant interaction between hormonal status and the presence of inflammation with respect to the magnitude of TMJ PE for both males and females. Additional support for the suggestion that there are time-dependent changes in interaction between gonadal hormones and the inflammatory response comes from the following observations: 1) persistent inflammation is clearly stressful, resulting in alterations in the HPA axis (18); 2) gonadal hormones influence the response to stress, with data from several studies indicating that the interaction between stress and gonadal hormones occurs at both the HPA and sympatho-adrenal axes (15, 30, 31); and 3) at least part of the interaction between stress and gonadal hormones and their impact on inflammatory processes takes time to develop (15). In another study involving the knee joint neurogenic inflammation model, sound stress augmented PE in Gx male rats (15). Given the likelihood that TMJ inflammation is stressful, a stress effect may have contributed to the elevated TMJ PE levels observed in males in the present study. In contrast to the influence of sound stress on males, sound stress suppressed PE in the knee joint of females. This suppression was reversed by gonadectomy (15). Thus stress effects may have also contributed to the observed interaction between gonadal hormones and TMJ inflammation in females (i.e., see Fig. 3).
Chronic estrogen replacement was used in the present study to characterize the influence of estrogen on TMJ PE, a measure of one cardinal sign of inflammation: swelling. However, because there are time-dependent influences of estrogen and other hormones associated with the ovulatory cycle, that may be manifest with fluctuating levels of gonadal hormones and because estrogen may have a differential impact on each of the five cardinal signs of inflammation, results of the present study may be relatively specific to the experimental paradigm used. For example, activity in primary afferent neurons is a correlate of a second cardinal sign of inflammation (pain), and there is evidence that estrogen influences primary afferent activity. The excitability of afferents innervating reproductive organs appear to change throughout the estrus cycle (5). However, estrus cycle-dependent changes in the excitability of afferents are not observed in all populations of afferents, in particular, those innervating the TMJ (6). Importantly, there is evidence that both endogenous circulating levels of estrogen (6) and chronic estrogen replacement (12) are sufficient to mediate a persistent increase in TMJ afferent excitability, which may contribute to increased TMD pain (29). Estrogen has also been shown to regulate neuropeptide expression in primary afferents, and neuropeptide release from peripheral terminals may contribute to inflammation-induced changes in blood flow (heat and redness), as well as plasma extravasation (swelling). For example, there is evidence that a transient increase in estrogen is associated with an increase in neuropeptide expression, whereas chronic estrogen treatment decreases these peptides in primary afferents (13, 24, 25). The influence of estrogen on primary afferent excitability and neuropeptide expression provide a clear example of how estrogen may differentially influence the cardinal signs of inflammation in the TMJ; chronic estrogen would contribute to an increase in pain, reflecting in part an increase in afferent excitability while a chronic estrogen-induced suppression of neuropeptides expression would result in a relatively smaller inflammation-associated increases in redness, heat, and swelling.
The estrogen replacement protocol used in Gx+E rats resulted in plasma estrogen levels that were greater than those in intact female rats. Because intact female rats were not staged according to the estrous cycle, plasma estrogen in these rats is expected to be an average of estrogen levels at all stages of the cycle. The hormone replacement protocol used was designed to produce nonfluctuating plasma estrogen levels consistent with those observed in proestrous rats. Although there are advantages and disadvantages to this method of estrogen replacement, the reasons for choosing this paradigm were threefold: 1) to eliminate temporal effects associated with cycling or peak deliveries of estrogen; 2) to achieve an estrogen level that would maximize the ability to detect an estrogen-induced effect; and 3) to obtain results that could be compared with our previously published electrophysiological results (12). However, it is important to note that the difference in estrogen levels between intact and Gx+E rats may contribute to the difference in TMJ PE observed 72 h after CFA injection (Fig. 4).
Why should an estrogen-mediated suppression of PE be associated with an increase in TMJ afferent excitability and increased TMD pain? Although PE is commonly used to quantify inflammation, evidence from rat and human studies suggests that a decrease in PE during inflammation may be associated with an increase in joint damage and pain. For example, it has been demonstrated in a rat arthritis model that the magnitude of PE in the knee joint is inversely proportional to the severity of radiographic joint injury (10, 27). This inverse relationship may account for the observations that signs of polyarthritis develop more quickly and with a greater severity in female rats (1, 11), whereas testosterone appears to have a protective influence against disease progression in this model (18). Interestingly, results from polyarthritis models suggest that there may be differences in various signs of inflammation during disease development as opposed to when the disease is fully manifest. For example, the composite arthritis score used by Allen and colleagues included joint swelling. Citing evidence that estrogen may depress and testosterone may enhance particulate immune complexes (28), Allen and colleagues argued that a similar mechanism may mediate the sex difference observed in the arthritis model, in which deposition of streptococcal cell wall in reticular spaces is thought to contribute to the development of the disease (1). In a similar model, but with different endpoints, mechanical hyperalgesia developed in female rats significantly earlier than in male rats and at a time when there were no differences between groups in paw thickness (11). Results of the present study suggest that the impact of estrogen may be most deleterious during the development of a chronic inflammatory condition. Importantly, in studies of human TMJ synovial fluid from arthritic TMJs, concentrations of substance P (which promotes PE) were negatively correlated with TMJ pain and positively correlated with pressure-pain threshold and tolerance over the TMJ (4). Conversely, concentrations of neuropeptide Y (a vasoconstrictive neuropeptide) were positively correlated with spontaneous pain, restricted mandibular mobility, and anterior open bite (a sign of inflammation-induced bilateral destruction of the TMJ) (2, 3). Thus, in the context of our present results, these observations raise the possibility that estrogen may slow recovery from microdamage associated with normal joint articulation, as well as exacerbate damage associated with overt inflammation of the TMJ.
Of note, the impact of estrogen levels on TMJ inflammation were recently reported (16). In this study, TMJ swelling was assessed 24 h after CFA injection, and in contrast to the results of the present study, estrogen appeared to augment TMJ swelling. Although there are several possibilities that may account for different results in the two studies, we suggest that methodological differences played a significant role. For example, in the previous study, TMJ swelling was assessed with visual inspection by a blinded rater (16). Given that the TMJ is a deep structure, covered by fur, skin, and muscles, the sensitivity of visual inspection of the intact animal is likely to be considerably lower than the use of Evans blue plasma extravasation in the joint. It is also interesting to note that in this previous study, the presence of estrogen was associated with a suppression of both CD16+ cells and TNF-
staining in the TMJ 24 h after CFA injection. Given the proinflammatory actions of CD16+ cells and TNF-
, it is reasonable to predict that decreased levels of these markers would correlate with decreases in plasma extravasation, particularly in light of the ability of TNF-
to induce plasma extravasation (22). Thus the impact of estrogen on inflammation-induced changes CD16+ and TNF-
in the TMJ are consistent with results of the present study.
In summary, we observed that there is a sex difference in both resting and inflammation-induced increases in TMJ PE that appeared to reflect a testosterone-mediated facilitation of PE in males and estrogen-mediated suppression of PE in females. Lower PE in females may lead to an increase in joint damage (10, 27). Furthermore, previous observations indicating that estrogen increases the excitability of TMJ afferents (12) suggest that the presence of estrogen may also be associated with an increase in TMJ pain. These observations may help explain both the higher prevalence and severity of TMD pain in females than in males.
| GRANTS |
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| ACKNOWLEDGMENTS |
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Present address of N. M. Flake: Department of Endodontics, University of Washington, Seattle, WA 98195.
| FOOTNOTES |
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The costs of publication of this article were defrayed in part by the payment of page charges. The article must therefore be hereby marked "advertisement" in accordance with 18 U.S.C. Section 1734 solely to indicate this fact.
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K. J. Berkley, S. S. Zalcman, and V. R. Simon Sex and gender differences in pain and inflammation: a rapidly maturing field Am J Physiol Regulatory Integrative Comp Physiol, August 1, 2006; 291(2): R241 - R244. [Full Text] [PDF] |
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