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Boston 
Medical  Library 


8  THE  FENWAY 


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VOLUME  I  1922 


MEDICINE 


Analytical  Reviews         .  \tA 
of 

General  Medicine 
Neurology  and  Pediatrics 


EDITED    BY 

DAVID  L.  EDSALL  JOHN  HOWLAND 

Harvard  Medical  School  Johns  Hopkins  Medical  School 

ASSOCIATE  EDITOR 

PAUL  D.  WHITE 

Massachusetts  General  Hospital 


WILLIAMS  &  WILKINS  COMPANY 
BALTIMORE,  MD. 

1922 


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JAN,  11  ^n 


--<   11  ^J 


■'*■  7 


•'.     P- 


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CONTENTS 

Number  1,  May,  1922 

The  Therapeutic  Use  of  Digitalis.    G.  Canby  Robinson 1 

The  Treatment  of  Meningococcus  Meningitis.    Kenneth  D.  Blackfan  139 

Number  2,  August,  1922 

The  Etiology  and  Epidemiology  of  Influenza.    Hans  Zinsser 213 

The  Specific  Dynamic  Action  of  Various  Food  Factors.    Graham 

Lusk 311 

Hemolytic  Jaundice.    Wilder  Tileston 355 

Number  3,  November,  1922 

A  Bacteriological  and  Clinical  Consideration  of  Bacillary  Dysentery 
in  Adults  and  Children.     Wilburt  C.  Davison 389 


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ERRATA 

The  editors  of  MEDICINE  regret  very  much  that  the  following  errors  appeared  in 
the  article  entitled  "The.  Specific  Dynamic  Action  of  Various  Food  Factors"  by  Dr. 
Graham  Lusk,  in  MEDICINE,  Volume  I,  No.  2. 

Page  313,  line  6:  Read  24  for  14. 

Page  316,  line  16:  (36  a)  delete.  • 

Page  318,  line  5:  Read  in  the  first  instance  was  deposited. 

Page  318,  line  25:  Read  Magnus-Levy. 

Page  325,  line  6,  paragraph  5:  Read  must  have  affinities  for  must  be  affinities. 

Page  325,  last  line:  Read  molecules  for  molecule. 

Page  327,  table,  line  1,  column  3:  Read  24.98  for  24.81. 

Page  333,  line  1 :  Read  When  glucose. 

Page  334,  line  1,  paragraph  4:  Read  oxidations  for  oxidation. 

Page  336,  line  21:  Read  less  for  more. 

Page  339,  legend  of  chart  III:  Should  be  one  sentence  in  small  caps. 

Page  341,  paragraph  3:  Read  whereas  for  whereas,  as. 

Page  342,  line  17:  Read  who  showed  that  for  and  showed  that. 

Page  343,  table,  line  5:  Read  30  (calories  per  hour)  for  70  (calories  per  hour). 

Page  343,  foot  of  page:  Read  COOH  for  COOHi.    Delete  bond  between  formulae  of 
serin  and  acetic  acid. 
•  Page  344,  line  8:  Read  Jonas  for  Jones. 

Page  345,  line  6:  Read  See  page  315. 

Page  345,  paragraph  4:  Read  HOOC- for  HOO-C. 

Page  347,  line  13:  Read  glycollic  acid /or  glycocoll  acid. 

Page  350,  line  16:  Read  See  page  342. 


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JAN.  11  in^ 
"V^J-IBRA*^  .. 

THE  THERAPEUTIC  USE  OF  DIGITALIS 

G.  CANBY  ROBINSON 

Professor  of  Medicine,  Vanderbilt  University,  Nashville,  Tennessee 

TABLE  OF  CONTENTS 

I.  Introduction 2 

II.  Historical  data 4 

m.  Hie  digitalis  group 6 

1.  Digitalis 7 

2.  Sources  of  digitalis 9 

3.  Strophantus 10 

4.  Other  members  of  the  group 11 

IV.  The  potency  of  the  digitalis  bodies 11 

1.  The  biological  assay 11 

2.  Relative  potency  of  the  digitalis  bodies 16 

3.  Variations  in  potency 17 

V.  Animal  experimentation 20 

VI.  The  newer  methods  of  clinical  study  of  digitalis 22 

VII.  The  toxic  effects  of  digitalis 24 

1 .  Gastric  effects 25 

2.  Toxic  effects  on  the  heart 31 

a.  Premature  contractions 32 

b.  Depression  of  conduction 34 

c.  Other  disturbances  of  the  heart  beat 36 

3.  Fatalities  resulting  from  digitalis  bodies 38 

Vm.  The  therapeutic  effects 42 

1.  The  effect  on  the  heart  muscle 42 

a.  The  effect  on  ventricular  contraction 42 

b.  The  effect  on  the  electrocardiogram 45 

c.  The  effect  on  the  size  of  the  ventricles 47 

d.  Chemical  aspects  of  digitalis  action 48 

2.  The  effect  on  the  cardio-inhibitory  mechanism 50 

a.  Vagus  stimulation 50 

b.  The  effect  on  cardiac  rate 52 

c.  The  effect  on  conduction 56 

3.  The  effects  on  the  blood  vessels 58 

a.  The  effect  on  blood  pressure 58 

b.  The  effect  on  the  coronary  circulation 64 

c.  The  effect  on  the  venous  blood  pressure 65 

4.  The  effect  on  the  kidneys 65 

1 

MSDICXNB,  VOL.  X,  WO.  1 


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2  G.  CANBY  ROBINSON 

DC.  The  use  o!  digitalis  in  heart  failure 69 

1.  Classification  of  heart  failure 70 

2.  Disturbed  cardiac  mechanism 71 

a.  Auricular  fibrillation 71 

b.  Auricular  flutter 81 

c.  Cardiac  contractions  of  abnormal  origin 83 

d.  Paroxysmal  tachycardia 85 

e.  Heart-block 86 

3.  Heart  failure  with  normal  cardiac  mechanism. 87 

a.  Myocardial  insufficiency 87 

b.  Pulsus  alternans 90 

4.  Valvular  heart  disease 92 

5.  Disturbances  of  the  nervous  mechanism 93 

a.  Effort  syndrome 94 

b.  Hyperthyroidism 94 

X.  Digitalis  in  infectious  diseases 95 

1.  Fever  in  relation  to  the  action  of  digitalis 95 

2.  Pneumonia 96 

3.  Diphtheria 99 

XI.  Dosage  of  the  digitalis  bodies 100 

1.  Oral  administration 100 

a.  The  amount  of  the  drug 100 

b.  Absorption  of  digitalis 110 

c.  Speed  of  action 115 

2.  Intravenous  administration 117 

3.  Subcutaneous  and  intramuscular  administration 120 

4.  Rectal  administration. 121 

XII.  Persistence  of  action 122 

Xm.  Elimination  of  digitalis 125 

XIV.  Preparations  of  digitalis  and  its  allies 127 

I.  INTRODUCTION 

Digitalis  was  introduced  into  medicine  by  William  Withering  (163), 
who  published  at  Birmingham,  England,  in  1785,  his  book  entitled 
"An  account  of  the  foxglove  and  of  its  medicinal  uses,  with  practical 
remarks  on  dropsy  and  other  diseases."  This  book  deserves  a  place 
among  the  medical  classics,  not  only  because  it  introduced  digitalis  into 
medicine,  but  also  because  it  reveals  an  attitude  of  mind  which  should 
serve  as  a  model  for  all  who  wish  to  bring  forward  any  new  therapeutic 
agent. 

The  words  of  Withering  form  a  fitting  introduction  to  this  review. 
He  says: 

It  is  much  easier  to  write  upon  a  disease  than  upon  a  remedy.  The 
former  is  in  the  hands  of  nature,  and  a  faithful  observer,  with  an  eye  of 


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THERAPEUTIC  USE  OF  DIGITALIS  3 

tolerable  judgment,  cannot  fail  to  delineate  a  likeness.    The  latter  will 
ever  be  subject  to  the  whims,  the  inaccuracies  and  the  blindness  of  mankind. 

Withering^  views  on  pharmacology  did  not  differ  widely  from 
those  of  today,  as  is  indicated  by  the  opening  paragraphs  of  his 
account  of  foxglove. 

As  the  more  obvious  and  sensible  properties  of  plants,  such  as  color, 
taste  and  smell  have  but  little  connexion  with. the  diseases  they  are  adapted 
to  cure,  so  their  peculiar  qualities  have  no  certain  dependence  upon  their 
external  configuration.  Their  chemical  examination  by  fire,  after  an  im- 
mense waste  of  time  and  labour,  having  been  found  useless,  is  now  aban- 
doned by  general  assent.  Possibly  other  modes  of  analysis  will  be  found 
out,  which  may  turn  to  better  account,  but  we  have  hitherto  made  only  a 
very  small  progress  in  the  chemistry  of  animal  and  vegetable  substances. 
Their  virtues  must  therefore  be  learnt,  either  from  observing  the  effects 
upon  insects  and  quadrupeds;  from  analogy,  deduced  from  already  known 
powers  of  some  of  their  congenera,  or  from  the  empirical  usages  and  ex- 
perience of  the  populace. 

The  first  method  has  not  been  much  attended  to,  and  the  second  can 
only  be  perfected  in  proportion  as  we  approach  toward  the  discovery  of  a 
truly  natural  system;  but  the  last,  as  far  as  it  extends,  lies  within  the  reach 
of  every  one  who  is  open  to  information,  regardless  of  the  source  from 
whence  it  springs. 

It  was  a  circumstance  of  this  kind  which  first  fixed  my  attention  on 
foxglove. 

Withering  indicates,  at  the  outset,  some  of  the  various  phases  of 
study  through  which  digitalis  was  destined  to  go.  First,  the  empiri- 
cal studies  which  have  almost  invariably  marked  the  beginning  of 
progress  in  therapeutics.  Second,  the  study  of  the  effects  of  the 
drug  in  lower  animals,  the  period  of  experimental  pharmacology. 
Third,  the  study  of  the  effects  of  the  drug  on  man  by  exact  methods 
which  allow  observations  approaching  in  accuracy  those  made  on 
lower  animals,  the  recent,  present-day  period.  The  relation  of  chemi- 
cal structure  to  pharmacological  action,  although  "abandoned  by 
general  assent"  in  Withering's  day,  represents  the  pharmacology  of 
the  future,  which  is  today  beginning  to  show  far-reaching  possibilities. 


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4  G.   CANBY  ROBINSON 

As  far  as  digitalis  is  concerned,  however,  scarcely  a  beginning  has  been 
made. 

The  literature  on  digitalis  and  its  allies  is  very  extensive,  and  an 
attempt  to  cover  it  completely  has  not  been  made.  This  review  will 
include  the  more  recent  work  dealing  especially  with  the  action  of  the 
drug  on  man,  and  particularly  on  patients  suffering  from  heart  and 
circulatory  diseases.  The  literature  of  experimental  pharmacology 
will  be  reviewed  only  in  so  far  as  is  necessary  to  lead  up  to  and 
explain  the  effects  of  digitalis  as  observed  in  therapeutics.  There 
remain  certain  points  which  are  better  known  on  animals  and  the 
direct  application  of  experimental  results  is  necessarily  made,  in 
some  instances,  in  the  therapeutic  use  of  digitalis.  The  direct  ap- 
plication has  certain  difficulties  which  will  be  pointed  out,  and  as  the 
methods  for  studying  the  effects  of  the  drug  on  patients  become  more 
and  more  exact,  the  application  of  experimental  facts  becomes  less 
and' less  necessary.  The  relation  of  experimental  pharmacology  to 
the  therapeutic  use  of  digitalis  will  be  discussed  subsequently. 

II.   HISTORICAL  DATA 

Foxglove  was  first  "noticed"  according  to  Withering  (163)  by 
Fuchsius  in  1542,  who  gave  it  the  botanical  name  Digitalis  purpurea 
because  of  the  resemblance  of  its  flowers  to  a  finger  or  a  thimble 
("finger-hut")  and  because  of  its  purple  color.  Fuchsius  also  men- 
tioned the  emetic  action  of  the  plant  when  eaten.  Boerhaave  con- 
sidered foxglove  a  poison  but  Alston  held  that  it  was  one  of  the  native 
plants  of  England  which  should  be  considered  a  medicine  of 
great  virtue.  Haller  mentioned  foxglove  as  a  purge.  Withering 
also  relates  the  observations  of  Salerne,  who  made  apparently  the 
first  experiments  with  the  plant  on  animals  in  1 748.  He  fed  the  leaves 
to  turkeys  and  described  both  the  fatal  and  non-fatal  effects  which  he 
observed.  The  emetic  and  purgative  effects  of  foxglove  were 
known  before  Withering's  time,  and  the  plant  had  been  used  in  oint- 
ments and  also  as  an  expectorant. 

Withering  undertook  the  use  of  foxglove  because  he  was  informed 
of  a  secret  remedy  by  which  an  old  woman  of  Shropshire  was  often 
able  to  relieve  and  cure  patients  with  dropsy  to  whom  no  help  could 
be  given  by  some  of  the  leading  medical  men  of  the  day.    He  obtained 


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THERAPEUTIC  USE  OF#DIGITALIS  5 

the  formula  which  she  used,  consisting  of  some  twenty  herbs,  and 
from  his  knowledge  of  medicinal  plants,  concluded  that  foxglove 
was  the  one  whose  action  was  beneficial.  Withering's  book  was 
written  after  an  experience  with  the  drug  covering  a  period  of  ten 
years.  He  gives  an  account  of  one  hundred  and  sixty-three  patients 
to  whom  he  had  given  the  drug,  and  also  published  communications 
from  other  physicians  whom  he  had  told  of  his  early  results.  He 
states  that  in  order  to  prevent  any  unwarranted  enthusiasm  for  the 
drug,  he  has  reported  all  patients  to  whom  the  drug  was  given  without 
selection,  and  warns  his  readers  from  being  led  astray  by  the  communi- 
cations of  other  physicians  from  whom  he  had  received  reports  of 
selected  cases.  The  case  reports  are  concise,  clear  and  graphic  but, 
strange  to  say,  deal  exclusively  with  the  diuretic  effects  of  the  drug 
and  the  disappearance  of  dropsy.  Withering  observes  the  fact  that 
digitalis  slowed  the  pulse,  especially  when  given  in  large  doses,  but  he 
did  not  associate  this  effect  with  the  benefit  of  patients  suffering  from 
heart  disease.  In  fact  it  is  evident  that  he  considered  the  diminution 
of  the  heart  rate  as  a  sign  that  the  maximum  dose  of  the  drug  had  been 
given,  for  he  says:  "Let  the  medicine  be  continued  until  it  either  acts 
on  the  kidneys,  the  stomach,  the  pulse  or  the  bowels;  let  it  be  stopped 
upon  the  first  appearance  of  any  one  of  these  effects."  This  is 
sound  advice,  which  for  many  years,  has  been  disregarded. 

The  appearance  of  Withering' s  book  one  hundred  and  thirty-seven 
years  ago  represents  the  beginning  of  the  period  of  study  of  digitalis 
by  direct  observations  on  patients,  the  drug  being  given  for  purely 
empirical  reasons.  The  manner  or  method  of  its  action  were  unknown 
and  there  were  but  few  established  facts  on  which  to  base  hypotheses. 
i  Cushny,  Morris  and  Silverberg  (32)  have  given  a  brief  review 
pf  the  varying  opinions  regarding  digitalis  following  the  publication 
|y  Withering.  In  1799  Ferriar  published  "An  essay  on  the  medical 
properties  of  Digitalis  purpurea  or  foxglove"  in  which  he  said  that 
"the  power  of  reducing  the  pulse  is  the  true  characteristic"  of  the 
drug,  diuresis  being  a  less  constant  and  a  less  essential  quality  of  the 
plant. 

Beddoes  in  1801  stated  that  "in  a  certain  dose,  digitalis  will  increase 
the  activity  of  the  arterial  system."  In  this  same  year,  Kinglake  also 
showed  that  the  force  of  the  pulse  was  increased  by  the  drug;  and  in 


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CANBY  ROBINSON 


10t. 

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1839,  according  to  Cushny,  Blake  discovered  that  digitalis  caused 
an  elevation  of  blood  pressure.  In  spite  of  these  observations,  digi- 
talis was  generally  considered  a  cardiac  sedative.  Its  use  was  advised 
by  Pereira  in  1840  in  cases  of  pulmonary  hemorrhage  and  aneurism. 
This  idea  was  supported  by  Traube,  who  discovered  that  digitalis 
stimulated  the  vagus  nerves  during  his  pioneer  experiments  on  animals 
in  1851,  but  it  was  abandoned  after  Schmiedeberg's  (138)  classical 
work  published  in  1874,  which  showed  the  effect  of  digitalis  on  the 
frog's  heart.  A  comprehensive  view  of  the  history  of  the  pharma- 
cology of  digitalis  up  to  1883  is  given  by  Schmiedeberg  (139)  and  will 
not  be  taken  up  here. 

In  spite  of  the  masterly  presentation  of  Withering,  digitalis  did  not 
gain  a  firm  foothold  in  medical  practice  until  recent  years.  Pratt 
(122)  has  reviewed  the  various  treatises  on  heart  disease  written 
eminent  English  authors,  in  order  to  find  out  the  dependence  that  was 
placed  in  the  drug.  Beginning  with  Allan  Burns,  who  in  1809, 
published  the  first  general  treatise  on  heart  disease,  and  going  through 
Hope,  Stokes,  Latham  and  Walshe,  as  well  as  our  own  Austin  Flint, 
he  found  that  they  paid  little  or  no  attention  to  Withering's  teaching 
and  never  discovered  for  themselves  the  great  value  of  digitalis  in 
cardiac  failure.  Pratt  is  unable  to  say  who  deserves  the  credit  for 
impressing  upon  the  medical  world  the  value  of  Withering's  work. 
He  says,  however,  that "  Sir  James  Mackenzie,  working  over  a  hundred 
years  later,  was  the  first  clinician  to  demonstrate  conclusively  the 
correctness  of  Withering's  instructions  regarding  the  administration  of 
digitalis." 

HI.  THE  DIGITALIS  GROUP 

There  are  a  number  of  drugs  which  resemble  digitalis  more  or  less 
closely  from  the  point  of  view  of  their  pharmacological  action,  which 
are  usually  included  in  the  so-called  digitalis  group.  They  act  upon 
the  heart  muscle  and  the  musculature  of  arteries  and  stimulate  certain 
nervous  structures  including  the  vagus  centre.  In  this  group  are  to 
be  included  digitalis,  strophanthus,  squill,  apocynum,  convallaria, 
adonis,  hellebore  and  oleander.  Abel  and  Macht  (1)  have  isolated 
a  digitalis-like  body  from  the  poison  of  the  tropical  toad,  Bufo  agua. 
They  call  this  substance  bufagin.    Its  marked  action  on  the  heart, 


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THERAPEUTIC  USE  OF  DIGITALIS  7 

its  vaso-constrictor  action  and  its  powerfully  stimulating  action  on  the 
vagus  centre  led  them  to  class  this  drug  with  the  most  effective  mem- 
bers of  the  digitalis  series.  Many  substances,  of  which  barium  may 
serve  as  an  example,  have  a  superficial  resemblance  in  their  action  to 
digitalis,  but  should  not  be  considered  as  members  of  the  group. 
The  characteristic  digitalis  effects  are  produced  in  experimental 
animals  by  all  the  drugs  that  belong  properly  in  the  group,  the  differ- 
ence between  them  being  quantitative.  For  this  reason  the  various 
members  of  the  group  have  been  used  more  or  less  interchangeably 
in  experimental  work.  In  their  use  in  clinical  medicine,  differences 
have  been  discovered,  especially  in  dosage,  rapidity  and  duration 
of  action  and  absorption  from  the  gastrointestinal  tract  which  makes 
their  differentiation  important. 

As  digitalis  and  strophanthus  are  by  far  the  most  important  drugs  of 
the  group  from  the  therapeutic  standpoint,  this  review  wiU  deal  with 
them  almost  exclusively. 

i.  Digitalis 

The  drug  is  usually  derived  from  the  leaves  of  Digitalis  purpurea* 
The  leaves  are  gathered  and  dried  and  then  the  drug  is  prepared  for 
use  by  powdering  the  leaves  or  by  extracting  their  active  principles 
by  water,  alcohol  or  other  solvents.  Digitalis  and  its  active  principles 
have  been  prepared  in  many  forms  for  therapeutic  purposes  and  the 
best  known  of  the  preparations  will  be  discussed  when  the  question 
of  the  administration  of  the  drug  to  man  is  considered. 
•  The  active  principles  contained  in  Digitalis  purpurea  were  first 
studied  by  Schmiedeberg  (138).  He  found  that  from  fresh  digitalis 
leaves,  at  least  three  active  glucosides  could  be  obtained  which  he 
called  digitoxin,  digitalin  and  digitalein.  Digitoxin  is  the  most 
highly  active  of  these  substances,  and  produces  all  the  characteristic 
pharmacological  effects.  It  is  practically  insoluble  in  water,  but  is 
easily  soluble  in  alcohol.  Roth  (136)  has  recently  given  a  brief 
review  of  the  chemical  investigations  of  the  digitalis  bodies.  He  says 
that  Kiliani,  who  has  made  the  most  important  chemical  study  of 
digitalis,  gives  CmHmOu  as  the  formula  for  digitoxin,  while  the  true  or 
crystallized  digitalin  has  the  formula  C*HMOi4.    Digitalin  is  easily 


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8  G.   CANBY  ROBINSON 

soluble  in  alcohol  and  very  slightly  soluble  in  water.  It  is  found  in 
larger  quantities  in  the  seeds  than  in  the  leaves  of  digitalis. 

The  term  "digitalin"  has  been  used  to  denote  a  variety  of  prepara- 
tions which  has  served  to  bring  into  the  literature  considerable  con- 
fusion. Hatcher  and  Eggleston  (78)  state  that  the  name  is  meaning- 
less without  a  qualifying  term,  and  it  has  been  used  to  mean  digitoxin, 
true  digitalin,  or  a  mixture  of  the  latter  with  digitonin,  a  saponin- 
like  substance.  Other  instances  of  such  confusion  are  found  in  the 
literature  dealing  with  the  digitalis  group.  This  is  much  to  be  re- 
gretted and  careful  consideration  should  be  given  to  this  question 
of  terms.    A  general  agreement  in  this  connection  is  much  desired. 

Digitalein  is  a  water-soluble  glucoside  which  Schmiedeberg  con- 
sidered a  pure  substance,  while  Kiliani  looked  upon  it  as  a  mixture. 

Besides  the  active  substances  that  have  been  mentioned,  digitalis 
also  contains  a  saponin-like  body  called  digitonin.  It  is  inert  as 
regards  the  characteristic  digitalis  effects,  but  according  to  Roth 
(136),  it  is  due  to  the  digitonin  that  aqueous  solutions  of  digitalis 
leaves  contain  the  water-insoluble  substances,  digitalin  and  digitoxin. 

As  stated  by  Roth,  Kraft  in  1912  isolated  from  a  watery  extract  a 
glucoside  which  he  named  "gitalin"  which  he  considered  a  purified 
digitalein.  Both  Kiliani  and  Rosenthaler  worked  with  gitalin  in 
1914,  and  concluded  independently  that  it  was  not  a  definite  substance 
and  could  be  resolved  into  constituents  having  unlike  chemical 
and  pharmacological  properties.  Several  other  investigators  have 
attempted  to  shed  further  light  on  the  chemical  constituents  of  digi- 
talis and  in  1913  Kolipinski  isolated  an  acid  resin  which  he  named 
"digitalic  acid."  He  concluded  from  his  many  animal  experiments 
that  "digitalic  acid"  possessed  all  the  virtues,  without  any  of  the 
poisonous  properties  of  digitalis  when  used  in  therapeutic  or  larger 
doses.  He  also  considered  that  it  produced  no  cumulative  effects  and 
wasnotirritating  when  used  subcutaneously.  The  work  of  Kolipinski 
would  have  held  promises  of  definite  advance  in  the  therapeutic  use 
of  digitalis,  if  it  had  been  confirmed  by  further  study,  but  the  inves- 
tigations of  Sharp  and  of  Smith  in  1914,  failed  to  substantiate  Kolip- 
inski's  claims,  as  both  reached  the  conclusion  that  digitalic  acid  has 
no  pharmacological  effects  whatever,  being  an  inert  substance. 


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THERAPEUTIC  USE  OF  DIGITALIS  9 

2.  Sources  of  digitalis 

For  many  years,  the  English-grown  leaf,  especially  those  marketed 
by  Allan,  was  considered  the  standard  source.  During  recent  years, 
however,  the  greater  part  of  the  supply  of  digitalis  used  in  the  United 
States  came,  according  to  Roth  (135),  from  Germany  and  Austria. 
When  this  source  of  supply  was  cut  off  during  the  years  following  1914, 
by  the  turmoil  of  war,  attention  in  the  United  States  was  turned  to 
the  home-grown  product.  Wilbert  pointed  out  that  Digitalis  purpurea 
grew  abundantly  in  California,  Oregon  and  Washington  and,  to  some 
extent,  in  West  Virginia.  In  these  states,  it  is  found  growing  wild, 
and  is  considered  a  "  weed"  in  various  parts  of  the  country.  American 
leaves  were  used  by  Rowntree  and  Macht  (137)  in  1916,  who  prepared 
infusions  from  them  as  well  as  from  European  leaves,  and  when  the 
pharmacological  activity  of  these  infusions  was  determined  on  cats 
they  found  that  the  highest  potency  was  possessed  by  the  infusions 
of  American  leaves. 

Roth  (135)  investigated  the  activity  of  wild  American  digitalis  in 
1917  using  leaves  gathered  in  the  States  of  Oregon  and  Washington. 
The  leaves  were  air-dried  and  tinctures  were  made  of  them,  the  assays 
being  conducted  by  the  one-hour  frog  method.  He  found  that  the 
wild  digitalis  from  the  Northwestern  States  was  of  sufficient  strength 
to  allow  its  use  as  a  source  of  supply  in  making  the  various  official 
preparations  of  digitalis,  and  he  concluded  that  by  the  use  of  ordinary 
methods  in  handling  and  preparing  the  leaves,  a  highly  active  prod- 
uct could  be  secured  which  compared  favorably  with  the  activity  of 
cultivated  leaves  grown  under  more  favorable  conditions. 

A  new  species  of  the  American-grown  plant,  Digitalis  lutea,  has 
recently  been  employed  and  its  efficiency  tested  on  both  animals 
and  patients.  White  and  Morris  (139)  have  used  this  form  of  digitalis 
grown  in  Minnesota,  and  have  compared  its  activity  with  Digitalis 
purpurea.  They  find  that  Digitalis  lutea  possesses  the  same  thera- 
peutic value  as  purpurea  and  seems  to  have  less  effect  on  the  gastro- 
intestinal tract.  Christian  (16)  reports  that  he  has  had  excellent 
clinical  results  with  American-grown  digitalis,  and  Pratt  (122)  who 
has  used  both  American-grown  purpurea  and  lutea,  says  that  active 
leaves  grow  in  various  parts  of  the  United  States  from  Maine  to  the 
Pacific  Coast. 


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10  G.  CANBY  ROBINSON 

Pratt  and  Morrison  (123)  tested  out  twenty-five  samples  of  Ameri- 
can grown  digitalis  by  the  one-hour  frog  method,  using  both  purpurea 
and  lutea.  Their  work  shows  that  the  best  American  digitalis,  both 
wild  and  cultivated,  is  equal  in  activity  to  the  best  European  digitalis. 
They  obtained  specimens  of  high  potency  from  Virginia,  Nebraska, 
Wisconsin,  Minnesota,  Oregon  and  Washington.  There  was,  however, 
a  definite  difference  in  the  potency  of  various  samples,  and  seventeen 
out  of  twenty-five  were  below  the  standard  of  strength  required  by 
the  United  States  Pharmacopeia.  The  average  strength  of  the 
American-grown  leaves  was  greater  than  that  of  the  various  im- 
ported leaves  examined.  Pratt  and  Morrison  suggest  that  samples 
from  a  crop  of  digitalis  should  be  tested  biologically  before  it  is 
gathered  in  large  quantities  for  therapeutic  use. 

It  may  be  considered  as  established  that  digitalis  of  good  potency 
grows  in  America  in  both  the  wild  and  cultivated  state  so  that  de- 
pendence need  no  longer  be  placed  upon  the  European  market. 
The  species  Digitalis  lutea  seems  also  at  least  as  useful  as  the  Digitalis 
purpurea,  and  may  prove  to  have  some  advantages  over  the  better 
known  species. 

3.  Strophantkus 

This  drug  was  introduced  into  medicine  by  Sir  Thomas  Fraser 
(55),  who  discovered  it  during  an  investigation  of  the  arrow  poisons 
used  by  certain  African  tribes.  Several  variations  of  the  plant 
Strophanthus  Komb6,  S.  hispidus,  S.  Gratus,  and  others  contain  the 
active  principle  of  the  drug,  the  seeds  being  especially  rich  in  it,  and 
are  used  in  making  the  various  preparations  for  therapeutic  use. 
Hatcher  and  Eggleston  (78)  have  pointed  out  the  uncertainty  of 
origin  of  much  of  the  strophanthus  of  commerce,  and  state  that  they 
are  not  convinced  that  all  commercial  specimens  of  strophanthus — 
even  those  obtained  from  reputable  dealers — are  sold  under  their 
correct  botanical  names.  This  is  perhaps  more  of  an  academic 
question  than  one  of  importance  from  the  point  of  view  of  therapeutics, 
as  the  active  principle,  strophanthin,  appears  to  be  identical  in  its 
pharmacological  properties,  regardless  of  its  source.  Hatcher  and 
Eggleston  state  that  the  active  principle,  strophanthin,  has  also  been 
considerably  confused.    The  term  is  properly  employed  only  as 


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THERAPEUTIC  USE  OF  DIGITALIS  11 

applied  to  amorphous  strophanthine  but  it  has  also  been  used  for 
ouabain  and  "crystalline  strophanthin-g."  Ouabain  is  a  crystalline 
substance  obtained  from  strophanthus  and  represents  the  purest 
chemical  substance,  possessing  the  most  potent  activity  of  any  body 
belonging  to  the  digitalis  group.  It  was  isolated  in  1888  from  ouabain 
wood  by  Arnaud,  who  gave  it  its  name  and  established  its  identity 
with  that  of  the  active  substance  obtained  from  Strophanthus  gratus. 
This  same  substance  was  called  by  Thorns  sixteen  years  later  "crys- 
tallized strophanthus-g."  As  amorphous  strophanthin  and  crystal- 
line strophanthin  or  ouabain  are  both  used  therapeutically  and  may 
differ  much  in  potency,  this  confusion  of  names  is  very  unfortunate 
and  should  be  avoided. 

Strophanthus  and  its  active  principle  possess  all  the  pharmacological 
properties  of  digitalis,  and  the  solubility  and  potency  of  strophanthin 
and  ouabain  make  them  important  members  of  the  digitalis  group, 
being  especially  valuable  for  intravenous  administration. 

4.  Other  members  of  the  group 

Other  members  of  the  digitalis  group  have  not  a  well  established 
place  in  therapeutics,  although  some  of  them  have  been  extensively 
used.  Recently  the  action  on  man  of  several  members  of  the  group 
have  been  studied  by  modern  methods  by  White  and  his  collaborators. 
Squills,  apocynum  and  convallaria  have  been  administered  to  patients 
in  whom  the  action  of  these  drugs  was  compared  with  that  of  digitalis. 
These  studies  will  be  referred  to  when  preparations  are  considered, 
but  it  may  be  stated  at  this  time  that  they  showed  several  reasons 
why  these  drugs  are  not  as  suitable,  not  as  efficient  as  digitalis,  and 
that  they  should  not  be  used  in  the  treatment  of  heart  disease.  Less 
is  known  about  other  members  of  the  group.  For  these  reasons  the 
discussion  of  their  action  and  their  therapeutic  use  will  not  be  included 
in  this  review. 

IV.  THE  POTENCY  OF  THE  DIGITALIS  BODIES 

i.  The  biological  assay 

The  determination  of  the  potency  of  a  drug  by  quantitative  chemical 
analysis  is  seldom  feasible  when  the  activity  of  the  drug  depends  upon 
the  presence  of  one  and  often  of  several  chemically  complex  substances. 


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12  G.   CANBY   ROBINSON 

This  has  proved  especially  true  of  members  of  the  digitalis  group  to 
which  biological  or  pharmacological  assays  have  long  been  applied. 
According  to  Hamilton  (65)  the  earliest  recorded  attempt  to  standard- 
ize digitalis  bodies  by  means  of  their  effects  when  injected  into  animals 
was  that  of  Fagge  and  Stevenson  in  1866.  The  drug  is  administered 
to  an  animal  in  such  a  way  that  the  amount  necessary  to  produce  a 
clearly  defined  and  constantly  occurring  phenomenon  can  be  accu- 
rately measured.  By  this  method  of  assay  the  potency  of  various 
members  of  the  digitalis  group  can  be  compared,  and  the  various 
preparations  for  therapeutic  use  can  be  standardized. 

A  number  of  methods  for  the  biological  standardization  of  digitalis 
have  been  employed.  Generally  speaking,  they  depend  on  the 
termination  of  the  minimal  amount  of  drug  required  to  kill  the  animal 
used.  This  method  has  been  objected  to  as  inapplicable  to  therapeu- 
tics as  physicians  do  not  want  to  kill  their  patients  but  to  cure  them. 
Hatcher  (67)  has  made  the  following  reply  to  this  criticism: 


talis 
jde-l 
imal    ] 
peu-N.| 


While  it  is  perfectly  true  that  physicians  do  not  wish  to  kill  their  pa- 
tients, it  is  equally  true  that  the  action  of  digitalis  which  they  utilize  in 
curing  them  is  that  which  kills  if  it  be  carried  too  far,  and  it  seems  to  me 
that  it  would  be  quite  as  logical  to  object  to  testing  the  strength  of  strands 
of  cable  by  raising  the  tension  to  the  breaking  point,  on  the  ground  that 
engineers  wish  the  cable  not  to  break,  as  it  is  to  object  to  the  method 
in  vogue  for  testing  the  activity  of  the  digitalis  bodies  on  the  grounds 
mentioned. 

There  seems  to  be  no  better  method  of  standardizing  the  digitalis 
bodies  than  that  which  depends  on  their  power  to  kill. 

The  animals  most  commonly  used  for  biological  assays  of  digitalis 
bodies  are  the  frog,  the  cat  and  the  guinea  pig,  although  the  dog  and 
the  rabbit  have  been  used  by  some  experimenters,  and  one  method  has 
been  suggested  which  depends  on  the  determination  of  the  minimal 
lethal  dose  for  gold  fish.  The  original  method  used  by  Fogge  and 
Stevenson  depended,  according  to  Hamilton  (65)  upon  the  time  re- 
quired for  the  systolic  stoppage  of  the  exposed  heart  of  the  frog,  after 
the  drug  was  injected  subcutaneously  into  the  thighs.  This  general 
principle  has  been  widely  applied,  and  it  has  been  recently  especially 
elaborated  and  advocated  by  Focke  (53).    The  frog  test  as  employed 


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THERAPEUTIC  USE   OF  DIGITALIS  13 

in  1916  (Roth,  136)  by  the  Hygiene  Laboratory  of  the  United  States 
Public  Health  Service,  aims  to  determine  the  quantity  of  digitalis 
which  will  produce  permanent  systole  of  the  ventricle,  in  an  hour,  when 
injected  into  the  ventral  lymph  sac.  Certain  conditions,  such  as 
temperature  at  which  the  tests  are  carried  on,  the  concentration  of 
the  injected  fluid  and  its  alcohol  content,  are  kept  constant.  Roth 
states  that  a  very  disturbing  factor  in  the  one-hour  frog  method  is 
that  of  absorption.  The  assay  of  digitalis  by  the  frog  method  has  been 
used  with  a  number  of  modifications.  In  determining  the  minimal 
dose  causing  permanent  systolic  stoppage,  the  heart  is  necessarily 
exposed  after  the  frog  has  been  pithed,  while  in  determining  the  mini- 
mal lethal  dose  this  is  not  done.  Hamilton  (65)  who  has  recently 
reviewed  all  the  various  methods  of  biological  assay  of  digitalis  that 
have  been  employed,  apparently  prefers  the  frog  method  and  con* 
siders  that  there  are  advantages  in  determining  the  minimal  lethal 
dose,  namely,  that  less  work  and  time  are  involved,  that  the  factor 
of  slow  absorption  is  eliminated  and  that  the  end-point  of  the  test 
is  not  obscured  by  rough  handling  necessitated  by  the  pithing  and 
laying  bare  of  the  frog's  heart.  However,  in  testing  digitalis,  it  is  not 
the  general  toxicity  as  much  as  the  potency  of  the  drug  on  the  heart 
itself  that  is  the  essential  feature,  and  therefore  the  systolic  stoppage 
method  with  the  heart  exposed  should  be  considered  that  giving  the 
more  exact  information. 

Hatcher  and  Brody  (74)  in  1910  proposed  their  cat  method  of  stand- 
ardization. This  method  determines  the  minimal  lethal  dose  per 
kilogram  of  cat  when  the  drug  is  injected  slowly  into  the  femoral  vein. 
This  amount,  these  authors  have  termed  "  the  cat  unit."  For  crystal- 
line ouabain,  the  cat  unit  has  been  found  to  be  0.1  mgm.,  this  amount 
of  the  drug  per  kilogram  of  cat  being  fairly  constantly  fatal  when  in- 
jected during  a  period  of  about  ninety  minutes.  In  testing  other 
digitalis  bodies  Hatcher  and  Brody  found  that  the  accuracy  could  be 
increased  by  the  following  procedure.  A  measured  amount  of  the 
digitalis  body  (tincture  or  infusion  of  digitalis,  or  digitoxin)  is  in- 
jected into  the  femoral  vein  in  the  first  period  of  about  ten  minutes 
and  after  an  interval  of  twenty  minutes,  the  injection  is  resumed 
but  a  solution  of  crystalline  ouabain  is  substituted  for  that  of  the 
digitalis  body.    This  injection  is  continued  slowly  until  the  death  of 


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14  G.   CANBY  ROBINSON 

the  animal  occurs.  The  difference  between  the  amount  of  crystalline 
ouabain  actually  used  to  complete  the  assay  and  0.1  mgm.  per  kilo- 
gram of  animal  (the  amount  which  would  have  been  required  in  the 
absence  of  the  digitalis  body)  represents  the  activity  of  the  digitalis 
used.  There  are  certain  precautions  which  the  authors  state,  espe- 
cially regarding  the  selection  of  animals,  which  should  be  followed. 
This  method  was  adopted  after  the  authors  had  assured  themselves 
that  ouabain  was  capable  of  replacing  the  other  digitalis  bodies. 

The  cat  method  is  given  in  detail  because  of  its  increasing  popular- 
ity especially  with  those  administering  digitalis  accurately  and  care- 
fully to  patients.  It  is  suitable  for  the  standardization  of  the  generally 
used  therapeutic  preparations,  such  as.  the  tincture  of  digitalis,  and 
can  be  carried  out  in  any  properly  equipped  laboratory,  but  its  use  by 
the  retail  pharmacist,  as  suggested  by  the  authors,  seems  to  the  writer, 
to  be,  generally  speaking,  somewhat  idealistic  although  highly  de- 
sirable. The  method  has  been  criticized  by  Eckler  (35)  as  compli- 
cated, time-consuming  and  expensive,  and  he  points  out  a  number  of 
unknown  factors  that  are  involved,  but  he  concedes  that  it  has  one 
point  of  superiority  over  all  other  methods  in  that  the  matter  of  ab- 
sorption is  entirely  eliminated. 

Macht  and  Colson  (105)  express  as  their  opinion  that  the  "cat 
method"  gives  more  uniform  results  than  the  frog  method,  but  they 
found  that  the  fatal  dose  varies  considerably  in  cats.  They  con- 
ducted two  series  of  experiments:  one  in  which  the  vagi  were  cut 
while  the  nerves  were  left  intact  in  the  other.  Using  digitalis,  digitalin 
and  strophanthin,  they  found  that  the  results  were  more  uniform  in 
the  series  in  which  the  vagi  had  been  cut,  but  that  the  drugs  were 
more  toxic  for  these  animals. 

Hamilton  (65)  states  that  "the  cat  method  is  purely  a  toxicity  test 
and  can  be  classed  with  that  on  guinea  pigs  as  objectionable  because 
death  is  almost  invariably  due  to  paralysis  of  the  respiratory  center 
and  therefore,  not  directly  a  measure  of  the  heart  toxic  value."  The 
experience  of  the  writer  with  this  method  is  not  in  accord  with  this 
statement.  Respiratory  changes  practically  always  occur  after  the 
heart  has  ceased. to  beat,  as  revealed  by  the  electrocardiograph. 
Auscultation  of  the  cat's  heart  is  also  a  helpful  method  of  determining 
the  end-point  of  the  experiment,  when  digitalis  is  being  injected 
intravenously. 


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THERAPEUTIC  USE  OF  DIGITALIS  15 

Eggleston  (41)  has  published  a  criticism  of  the  cat  method  of 
Hatcher  and  has  compared  it  with  the  twelve-hour  frog  method  of 
Houghton,  the  one-hour  frog  method  of  Famuleuer  and  Lyons,  and 
the  guinea  pig  method  of  Reed  and  Vanderkleed.  He  discusses  in 
detail  the  various  factors  which  he  considers  important  in  the  choice 
of  a  method  for  the  biological  standardization  of  the  digitalis  bodies. 
Eggleston  concludes  that  there  is  no  perfect  or  ideal  method,  but 
that  each  of  the  four  methods  discussed  has  certain  advantages  not 
possessed  by  the  others.  He  considers,  however,  that  the  cat  method 
of  Hatcher  possesses  the  greatest  number  of  advantages  which  are  as 
follows: 

(a)  It  is  accurate  to  within  10  per  cent,  (b)  It  gives  constant  results 
from  year  to  year,  (c)  It  provides  a  means  of  detecting  the  presence  of 
deterioration,  (d)  It  is  the  least  affected  by  adventitious  factors,  (e)  It 
tests  the  action  of  the  drug  upon  which  its  therapeutic  use  depends.  (J)  It 
is  not  too  difficult  for  general  use.  (g)  It  is  neither  time-consuming  nor 
too  costly,  (A)  By  it,  widely  different  preparations  can  be  compared 
accurately,  (t)  Its  results  are  transferable  to  man.  (j)  It  has  the  widest 
range  of  applicability  of  all  the  methods. 

Neither  the  frog  nor  the  guinea  pig  method  fulfils  so  many  of  the  essential 
requirements  as  does  the  cat  method.  The  cat  method  fails  in  no  single 
requisite  and  has  far  fewer  disadvantages  th$n  any  other  method  yet 
proposed. 

Another  advantage  which  the  cat  method  of  standardization 
seems  to  the  writer  to  possess  over  the  frog  method  may  perhaps  be 
described  as  psychologic.  It  is  easier  to  think  of  dosage  in  terms  of 
cat  units  than  it  is  in  terms  of  frog  units.  Hatcher  and  Brody  quote 
Focke  as  saying  that  he  believes  it  is  not  feasible  to  accustom  physi- 
cians to  thinking  and  calculating  the  strength  of  digitalis  preparations 
in  frog  units.  On  the  other  hand,  the  cat  unit  strength  of  the  various 
forms  of  digitalis  is  becoming  widely  accepted.  The  figures  are  larger 
and  therefore  more  nearly  approach  the  therapeutic  doses,  and  they 
also  tend  to  fall  into  certain  multiples  which  make  them  readily  ap- 
plicable for  calculations  of  dosage.  Eggleston  is  of  the  opinion 
that  the  relative  toxicity  of  the  various  digitalis  bodies  for  the  cat 
corresponds  more  accurately  to  the  relative  potency  of  these  drugs  for 
man  than  does  their  toxicity  for  the  frog  or  guinea  pig. 


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16  G.   CANBY  ROBINSON 

It  is  very  desirable  that  all  forms  of  digitalis  should  be  biologically 
assayed  by  a  uniform  method,  preferably  by  the  cat  method  for  rea- 
sons that  have  been  given.  The  strength  of  every  preparation  put 
upon  the  market  should  be  indicated  preferably  in  terms  of  the  cat 
unit,  and  the  date  of  manufacture  and  of  assay  should  be  stated. 
In  the  case  of  some  preparations,  and  probably  in  many,  the  strength 
of  the  drug  can  be  adjusted  so  that  a  fixed  amount  has  a  constant 
strength.  For  example,  1  cc.  of  the  tincture  should  always  represent 
1  1  cat  unit  no  matter  by  whom  it  is  manufactured.  This  adjustment 
of  strength  is  very  desirable.  When  this  becomes  a  uniform  proce- 
dure, the  medical  profession  will  learn  to  use  the  preparations  of 
digitalis  according  to  their  individual  potency,  and  not  follow  a  rule 
of  dosage  which  may  have  but  little  bearing  on  the  preparation  being 
used. 

Even  though  the  strength  of  a  preparation  of  digitalis,  as  determined 
by  the  biological  assay  method  is  known,  the  physician  should  always 
study  the  relation  between  the  amount  of  the  drug  given  to  patients 
and  its  effect  upon  them.  He  should  endeavor  to  determine  the 
average  amount  of  every  preparation  that  is  used  necessary  to  produce 
well  defined  digitalis  effects.  If  opportunities  are  afforded  for  doing 
this  adequately,  as  can  be  obtained  in  modern  hospital  practice, 
perhaps  the  best  method  of  digitalis  standardization  for  practical 
purposes  is  available. 

2.  The  relative  potency  of  the  digitalis  bodies 

The  potency  of  a  number  of  the  more  important  members  of  the 
digitalis  bodies  was  determined  by  Hatcher  and  Brody  (74)  and  later 
Hatcher  (68)  repeated  some  of  this  work,  correcting  a  few  of  the 
figures  reported  with  Brody.  From  these  two  papers  the  relative 
potency  of  these  drugs  may  be  tabulated,  the  number  of  milligrams  of 
the  drug  which  represents  1  cat  unit,  or  the  number  of  milligrams 
which  is  the  fatal  dose  for  the  cat  on  the  basis  of  1  kilogram  of  body 
weight  of  the  animal,  being  used  to  express  their  potency. 


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THERAPEUTIC  USE  OF  DIGITALIS  17 

Ouabain,  crystalline 0. 10 

Strophanthin,  amorphous,  Boehringer  and  Sons 0. 13 

Merck...  0.17 

Digitoxin,  crystalline 0.30-0.50 

Digitoxin,  so  called  amorphous 1 .20 

DigitaHnum  verum,  Kiliairi 1 .50 

Adonidin. 3.00 

Strophantus,  Komb£ 3.00 

Digitakin 3.50 

Digitalin,  German 3.60 

Digitalis,  German 82.00 

Digitals,  English 92.00 

This  table  indicates  clearly  the  relative  potency  of  the  three  active 
principles  of  digitalis,  digitoxin,  digitalin  and  digitalein,  and  shows 
also  the  relative  toxicity  of  ouabain  and  amorphous  strophanthin. 

3.  Variations  in  potency 

The  varying  strength  of  the  preparation  of  digitalis  has  been  a 
problem  which  has  caused  much  uncertainty  and  discussion.  It  has 
confused  the  question  of  dosage.  The  chief  sources  of  the  difficulty 
have  been  variations  in  the  digitalis  content  of  different  specimens  of 
leaves,  deterioration  and  probably  variations  in  absorbability  from 
the  gastrointestinal  tract.  Roth  (136)  found  that  in  1916  the  methods 
of  biological  standardization  employed  by  American  drug  manufac- 
turers were  not  uniform  and,  in  some  instances,  manufacturers  were 
not  carrying  out  a  biological  standardization  of  their  digitalis  products. 

Pratt  (12)1)  was  among  the  first  to  show  the  inefficiency  of  some  of 
the  digitalis  on  the  market.  By  using  the  thirty-minute  frog  method 
he  assayed  nine  samples  of  digitalis  leaf  obtained  from  leading  apothe- 
caries and  hospitals  in  and  about  Boston,  and  found  only  one  strong 
digitalis  leaf  among  the  number.  A  sample  obtained  from  Germany 
prepared  and  standardized  by  Caesar  and  Loretz  proved  to  be  twice 
as  strong  as  the  best  leaf  obtainable  in  the  American  market.  Pratt 
concluded  that  the  available  tinctures  were  also  low  in  potency,  as  he 
was  unable  to  obtain  the  therapeutic  results  with  them  which  were 
immediately  obtained  in  the  same  patients  when  good  powdered 
leaves  were  used.  Goodall,  according  to  Fulton  (56),  examined  a 
number  of  tinctures  of  digitalis  over  a  period  of  three  years  and  found 


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18  G.   CANBY  ROBINSON 

that  during  this  time,  nearly  half  the  number  had  departed  from  the 
standard  strength,  the  limit  of  variation  being  from  275  per  cent 
over-strength  to  40  per  cent  under-strength.  Goodall  found  that  the 
tincture  was  apt  to  deteriorate  within  a  year.  The  writer  found  that 
one  lot  of  the  tincture  kept  in  the  drug  room  of  a  hospital  in  a  5-gallon 
container,  and  which  had  a  cat  unit  of  1  cc.  when  first  tested,  had 
deteriorated  so  that  the  cat  unit  was  approximately  2  cc.  at  the  end  of 
one  year. 

Roth  (136)  found  by  the  one-hour  frog  method  a  variation  of  over 
250  per  cent  in  the  thirteen  samples  of  commercial  "fat-free"  tincture 
of  digitalis  and  a  variation  of  150  per  cent  in  five  samples  of  German 
commercial  digitalis.  No  definite  reason  could  be  given  for  the  initial 
variations  in  the  samples  of  the  fat-free  digitalis. 

Newcomb  and  Rogers  (115)  who  also  found  differences  in  the 
strength  of  various  preparations,  consider  that  the  chilling  of  the 
tincture  of  digitalis  to  a  temperature  of  40°F.,  even  for  a  brief  period 
of  time,  causes  an  increase  in  the  natural  precipitation,  which  carries 
down  some  of  the  active  principles  of  the  drug. 

On  account  of  the  opinion  prevalent  among  physicians  and  pharma- 
cists that  digitalis  and  its  preparations  undergo  deterioration  with 
considerable  rapidity,  Hatcher  and  Egglestoii  (76)  reviewed  this  sub- 
ject and  undertook  an  investigation  on  the  keeping  properties  of 
digitalis  and  some  of  its  preparations.  The  cat  method  and,  in  some 
instances,  the  one-hour  frog  method  were  employed  for  estimating 
the  activity  of  the  specimens.  They  used  samples  of  leaves,  ground 
and  unground,  tinctures,  extracts  and  fluid  extracts  ranging  from 
less  than  one  to  more  than  thirty  years  old.  Their  findings  do  not 
confirm  the  common  belief  regarding  deterioration,  as  they  found  that 
commercial  digitalis  leaves  of  good  quality  do  not  undergo  any  de- 
terioration in  many  instances  as  the  result  of  age.  In  a  few  cases 
they  do  appear  to  have  deteriorated  but  only  with  extreme  slowness — 
at  a  rate  probably  not  exceeding  1.5  to  2  per  cent  a  year.  Although 
the  presence  of  moisture  has  been  emphasized  as  a  cause  of  deteriora- 
tion, several  of  their  specimens  of  leaves  had  not  been  protected  from 
moisture.  Mouldy  leaves,  however,  must  be  considered  as  worthless. 
Pharmacopial  preparations  made  with  a  menstruum  containing  at 
least  50  per  cent  alcohol  showed  no  greater  deterioration  than  the 


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THERAPEUTIC  USE  OF  DIGITALIS  19 

leaves.  Of  course,  the  infusion  of  digitalis  is  notoriously  unstable 
and  those  using  it  carefully  usually  insist  on  its  preparation  within  a 
few  days  of  its  administration.  Hatcher  and  Eggleston  (77)  studied 
the  stability  of  the  infusion,  using  the  same  methods  employed  in 
their  previous  work.  The  most  striking  facts  shown  by  their  experi- 
ments are  that  an  infusion  of  digitalis  made  without  alcohol  and  kept 
without  the  least  care,  in  fact  under  more  unfavorable  conditions  than 
should  obtain  in  practice,  may  retain  its  activity  with  little  impairment 
for  periods  varying  from  six  to  nineteen  days;  and  that  when  the  hot 
infusion  is  bottled  with  reasonable  care,  it  will  often  keep  practically 
unchanged  for  many  weeks  even  during  the  summer. 

The  stability  and  constancy  of  the  purer  substances,  such  as  the 
single  glucosides  and  especially  the  crystalline  substance  such  as 
ouabain  would  be  expected  to  render  them  above  reproach,  from  the 
point  of  view  of  stability.  But  such  is  not  the  case.  Sollman  (142) 
has  pointed  out  several  factors,  especially  variations  in  temperature 
and  concentration  of  the  solution  which  affect  the  toxic  dose  of  ouabain 
in  frogs,  and  which  may  cause  errors  in  the  biological  assay  of  the  drug. 
Deterioration  of  crystalline  strophanthin  has  been  found  by  Levy  and 
Cullen  (95)  in  the  preparations  marketed  for  therapeutic  purposes. 
They  studied  the  cause  of  this  deterioration  and  propose  a  well  founded 
remedy  for  it.  Many  of  the  glass  containers  commonly  used  in  the 
laboratory  and  most  of  the  glass  ampules  employed  in  marketing  sterile 
solutions  for  hypodermic  or  intravenous  medication  yield  sufficient 
alkali  on  autoclaving  to  change  the  reaction  of  distilled  water  from  pH 
6  to  pH  9.  This  increase  in  alkalinity  is  sufficient  to  render  biologi- 
cally inert  and  practically  to  decompose  aqueous  solutions  of  crystal- 
line strophanthin  in  the  concentration  employed  in  clinical  medicine. 
Levy  and  Cullen  suggest  that  for  clinical  use  crystalline  strophanthin 
be  dissolved  in  0.02  M  standard  phosphate  solution  at  pH  7  and  mar- 
keted in  hard  glass  ampules,  thereby  insuring  stability  of  reaction  and 
preservation  of  the  biologic  activity  of  the  drug.  This  work  views  the 
question  of  deterioration  of  the  digitalis  bodies  from  a  new  angle, 
from  which  the  deterioration  of  some  of  other  members  of  the  group 
should  be  studied. 

The  relative  potency  of  the  tincture  of  squill  when  administered 
orally  as  compared  with  the  tincture  of  digitalis  is  shown  by  the  recent 


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20  G.   CANBY  ROBINSON 

work  of  White,  Balboni  and  Viko  (158).  They  investigated  the 
effect  of  a  standardized  tincture  of  squill  on  the  hearts  of  a  series  of 
patients  and  found  that  although  squill  has  a  definite  digitalis-like 
action  on  the  heart,  it  appeared  only  after  doses  eight  to  sixteen  times* 
as  large  as  those  generally  recommended.  These  observations  con- 
firm the  opinion  of  Cushny  (30)  that,  considered  clinically,  squill  has 
only  one-half  or  one-quarter  the  effect  of  digitalis. 

The  question  of  absorption  from  the  gastro-intestinal  tract  is  one 
that  complicates  the  problem  of  the  effects  which  the  various  digitalis 
bodies  exert  when  administered  by  mouth.  As  it  is  not  primarily  a 
matter  of  the  relative  potency  of  the  various  members  of  the  group,  it 
is  best  discussed  after  the  question  of  dosage  has  been  taken  up. 

V.  ANIMAL  EXPERIMENTATION 

The  effects  of  digitalis  and  its  allies  on  animals  have  been  studied  by 
many  investigators  and  there  is  an  extensive  literature  on  the  subject. 
Those  studies  in  which  mammals  have  been  used  have  furnished  the 
more  valuable  results  from  the  therapeutic  point  of  view,  and  some  of 
these  studies  will  be  reviewed.  These  experiments  have  served  as  a 
basis  for  the  analysis  of  the  effects  observed  in  man  during  the  so- 
called  empirical  period  of  the  use  of  digitalis,  and  they  have  also 
pointed  the  way  to  the  improvement  in  methods  of  administration. 
They  have  been  of  great  value  in  rationalizing  the  therapeutic  use  of 
the  drug,  so  that  today  a  fair  degree  of  scientific  accuracy  is  possible 
in  regard  to  its  use.  On  the  other  hand,  animal  experimentation  has 
too  strongly  dominated  the  ideas  concerning  the  results  to  be  expected 
when  the  drug  is  administered  to  patients  with  heart  or  circulatory 
disease. 

As  Cohn  (20)  has  pointed  out,  Schmiedeberg  and  his  pupils  have 
emphasized,  that  the  main  action  of  a  digitalis  body  is  on  the  heart 
muscle;  while  the  school  of  Gottlieb  has  been  particularly  interested 
in  the  effects  the  drug  has  on  the  blood  vessels,  and  maintains  that  it 
has  an  important  action  on  the  walls  of  the  arteries.  "Both  schools 
find  that  the  drug  increases  the  excursion  of  the  heart  in  contraction, 
both  believe  that  it  elevates  blood  pressure,  both  believe  that  it  in- 
creases the  amount  of  renal  secretion."  Recent  observations  on 
patients  by  methods  which  allow  an  accuracy  closely  approaching 


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THERAPEUTIC  USE   OF  DIGITALIS  21 

that  of  animal  experimentation,  make  it  necessary  to  readjust  our 
ideas,  as  the  predominating  effects  on  patients  on  which  the  beneficial 
results  of  the  drug  depend  are  not  those  predicted  by  animal  experi- 
ments. The  careful  clinical  observations  of  Cohn  have  been  of 
importance  in  bringing  out  this  point,  and  he  says: 

It  is  perhaps  not  an  overstatement  to  say  that  in  a  general  way  clinicians 
have  been  too  much  influenced  by  these  experimental  results  and  have 
felt  obliged  to  find  that  the  administration  of  the  drug  in  patients  results 
in  parallel  phenomena.  It  requires  a  very  small  experience  in  treating 
patients  suffering  from  heart  disease  to  find  one's  self  disappointed  because 
the  expected  results  did  not  occur.  And  when  discrepancies  were  noticed, 
the  discovery  was  not  often  followed  by  an  effort  to  explain  them,  the 
subject  was  often  dismissed  by  finding  fault  with  the  potency  of  the  drug 
or  by  discovering  an  idiosyncrasy  in  the  patient.  But  even  if  drugs  were 
always  potent  and  there  were  no  individual  idiosyncrasies,  it  is  extremely 
likely  that  patients  would  continue  to  react  in  different  manners  to  the 
drug.  And  the  reason  for  that  must  be  that  individuals,  although  they 
suffer  from  what,  in  a  general  sense,  is  called  heart  disease,  yet  present 
a  great  variety  of  clinical  pictures. 

There  can  be  no  question  of  the  usefulness  to  therapeutics  of  these 
experiments;  as  guides,  they  are  indispensable,  but  it  must  be  clear  that 
they  neither  replace  nor  parallel  the  clinical  conditions  we  must  treat. 
That  there  has  consequently  been  a  divergence  between  the  results  of  the 
pharmacologists  and  clinicians  in  a  practical  sense  is  inevitable.  The 
responsibility  for  it  is  probably  shared  equally  by  both.  Pharmacologists 
have  dealt  usually  with  simple  normal  conditions;  clinicians  with  complex 
pathologic  ones. 

This  review  attempts  to  emphasize  the  recent  careful  studies  of  the 
effects  of  digitalis  on  patients  and  gives  preference  to  the  work  from 
the  clinic  over  that  from  the  laboratory,  when  the  clinical  studies  are 
such  as  to  justify  this  preference.  The  more  exact  clinical  studies  of 
digitalis  were  inaugurated  by  Mackenzie  (107)  and  he  was  perhaps 
the  first  to  point  out  in  1911  that  the  clinician  must  exercise  great 
judgment  in  the  application  of  pharmacological  knowledge  in  the 
treatment  of  his  patient.  The  confusion  of  results  from  the  laboratory 
and  of  those  from  the  clinic  is  caused  mainly  by  the  fact  that  observa- 
tions have  been  made  on  widely  different  species  and  that  great  differ- 


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22  G.   CANBY  ROBINSON 

ences  in  dosage  have  been  employed.  Uniform  criteria  have  not  been 
employed,  and  the  tissues  on  which  the  drug  acts  have  not  been  exactly 
ascertained.  • 

The  most  important  statement  regarding  the  question  of  the  value 
of  animal  experiments  on  the  therapeutic  use  of  digitalis  is  that  made 
in  1918  by  Cushny  (31)  one  of  the  foremost  experimentalists  with 
digitalis.    He  said: 

More  than  a  century  after  the  introduction  of  digitalis,  the  knowledge 
of  its  therapeutic  action  had  made  but  little  progress  and  was  meagre  and 
unsatisfactory,  because  no  accurate  knowledge  of  the  clinical  action  was 
attainable,  and  the  facts  of  the  laboratory  could  not  be  confirmed  for  man. 

Cushny  who  studied  patients  with  Mackenzie  has  done  much  to 
introduce  the  new  chapter  in  the  study  of  digitalis,  the  chapter  of  exact 
clinical  observations.  In  his  important  experimental  work,  published 
in  1897,  he  employed  a  method  which  was  a  forerunner  of  one  of  the 
clinical  methods  that  have  thrown  much  light  on  the  problem  of 
digitalis  action.  Cushny  (28)  studied  the  action  of  the  drug  directly 
on  the  heart  of  the  dog  and  observed,  by  means  of  the  myograph  the 
action  of  the  auricles  and  ventricles  separately,  thus  making  it  possible 
to  differentiate  the  various  forms  of  disturbed  cardiac  mechanism 
which  have  become  so  important  in  the  clinical  study  of  the  drug. 

VI.  THE  NEWER  METHODS  OF  CLINICAL  STUDY  OF  DIGITALIS 

The  newer  methods  may  be  put  into  two  groups.  In  the  first  group 
belong  those  methods  that  give  accurate  information  regarding  the 
movements  of  the  various  parts  of  the  heart.  In  the  second  group, 
may  be  put  the  quantitative  clinical  methods  such  as  the  accurate 
measurement  of  the  intake  and  output  of  fluids,  the  quantitative 
estimation  of  kidney  function,  the  measurement  of  blood  pressure  and 
of  the  vital  capacity  of  the  lungs,  together  with  the  variety  of  useful 
procedures  that  have  been  developed  by  the  application  of  biochemis- 
try to  clinical  medicine.  All  of  these  methods  have  been  used,  not 
only  directly  in  the  study  of  digitalis  in  man,  but  they  have  also 
served  to  differentiate  with  greatly  increased  accuracy  the  many  con- 
ditions belonging  to  the  general  class  of  heart  and  circulatory  disease, 
and  have  so  added  a  degree  of  specificity  to  digitalis  studies  which  was 
hitherto  impossible. 


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THERAPEUTIC  USE  OF  DIGITALIS  23 

The  introduction  of  the  polygraph  by  James  Mackenzie  inaugurated 
the  methods  by  which  the  movements  of  the  auricles  and  ventricles  of 
man  can  be  studied  separately,  and  by  which  the  efficiency  of  the 
mechanism  conducting  the  cardiac  impulse  from  one  chamber  of  the 
heart  to  the  other  can  be  determined.  The  value  of  this  method  is 
demonstrated  by  the  masterly  studies  of  digitalis  published  by 
Mackenzie  (106,  109)  in  1905  and  1911  which  have  added  much  to 
our  knowledge  of  the  action  of  the  drug  in  heart  disease. 

The  adaptation  of  the  string  galvanometer  by  Einthoven  furnished 
the  second  great  advance  in  this  direction,  and  the  electrocardiograph 
has  added  much  to  the  modern  concepts  of  digitalis  action  in  man. 
In  it  we  possess  a  method  that  not  only  clearly  differentiates  all  the 
disturbances  of  cardiac  mechanism,  but  which  also  gives  us  information 
of  importance  regarding  the  direct  action  of  digitalis  on  the  heart  mus- 
cle, allows  the  detection  of  very  early  toxic  effects  of  the  drug  on  the 
heart,  and  serves  as  an  aid  in  determining  pathological  conditions  of 
the  myocardium. 

Although  these  two  methods  are  not  perhaps  as  yet  available  to 
all  practicing  physicians,  the  information  which  they  yield  is  trans- 
latable, as  Christian  (14)  remarks  "into  the  terms  of  general  practice, 
that  is,  brought  into  the  range  of  such  observations  as  is  possible  with 
fingers,  eye  and  stethoscope." 

Of  the  methods  belonging  to  the  second  group,  comment  is  necessary 
perhaps  in  only  one  instance,  namely  the  measurement  of  the  vital 
capacity  of  the  lungs  as  a  means  of  studying  the  effect  of  digitalis. 
Several  years  ago,  Peabody  showed  that  the  vital  capacity  of  the 
lungs  (the  amount  of  air,  measured  by  a  spirometer  which  can  be 
forced  from  the  lungs  after  the  deepest  possible  inspiration),  varied 
directly  with  the  efficiency  of  the  circulation.  He  also  showed  that 
normal  individuals  of  the  same  sex,  weight  and  height  gave  vital 
capacity  readings  of  sufficient  constancy  to  allow  the  establishment  of 
a  normal  standard.  West  and  Pratt  (156)  have  recently  reported  a 
series  of  cases  to  which  digitalis  was  administered  and  in  which  the 
vital  capacity  of  the  lungs  was  taken  as  one  of  the  criteria  for  the 
estimation  of  the  effect  of  the  drug.  Although  it  is  not  entirely  clear 
how  the  improvement  of  the  circulation  causes  an  increase  in  the  vital 
capacity,  the  method  holds  promise  as  a  means  of  estimating  quantita- 


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24  G.   CANBY  ROBINSON 

tively  the  functional  efficiency  of  the  circulation,  and  may  therefore 
fulfill,  at  least  in  part,  one  of  the  greatest  needs  in  the  study  of  the 
effect  of  digitalis  in  heart  disease.  This  method,  the  technique  of 
which  is  quite  simple,  should  be  included  in  all  comprehensive  studies 
of  the  effects  of  digitalis  on  man. 

VH.  THE  TOXIC  EFFECTS  OF  DIGITALIS 

In  considering  the  effects  of  digitalis  on  man,  they  are  naturally 
separated  into  those  that  are  advantageous  and  those  that  are  deleteri- 
ous, especially  to  patients  suffering  from  heart  and  circulatory  dis- 
turbances. These  two  groups  of  effects  may  be  spoken  of  as  the 
therapeutic  and  the  toxic  effects.  In  most  instances,  the  two  groups 
can  be  separated  by  the  ultimate  results  of  each  on  the  circulation  as 
a  whole,  but  sometimes  the  prevailing  conditions  of  the  circulation 
may  make  this  separation  somewhat  difficult,  as  effects  which  would  be 
considered  toxic,  under  most  circumstances,  may  have,  under  some 
conditions,  therapeutic  value.  Therapeutic  and  toxic  effects  may 
also  occur  simultaneously  when  the  drug  is  being  administered  in 
large  doses  to  patients,  and  the  close  relation  between  the  optimum 
therapeutic  dose  and  that  producing  early  toxic  symptoms  presents 
one  of  the  greatest  problems  involved  in  the  skilful  use  of  the  drug 
in  therapeutics.  For  instance,  Bailey  (quoted  by  Bastedo  (5))  found 
that  of  ninety  patients  in  Bellevue  Hospital  taking  digitalis,  about  25 
per  cent  showed  one  or  more  toxic  effects  of  the  drug. 

The  characteristic  effects  of  all  members  of  the  digitalis  group  are 
those  on  the  heart  and  on  the  central  nervous  system,  but  in  order  to 
understand  the  action  of  these  drugs  so  that  they  may  be  intelligently 
employed  in  the  treatment  of  disease,  a  close  analysis  of  their  effects 
must  be  made  and  careful  consideration  must  be  given  to  the  various 
pathological  conditions  they  may  be  expected  to  benefit. 

The  first  requisite  for  the  successful  employment  of  digitalis  as  a 
remedy  is  the  recognition  of  its  toxic  effect,  especially  of  those  early 
effects  which  serve  as  indications  for  the  discontinuance  of  the  drug. 
For  this  reason  the  deleterious  or  toxic  effects  of  the  drug  will  first  be 
discussed. 


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THERAPEUTIC  USE  OF  DIGITALIS  25 

i.  Gastric  effects 

In  the  earliest  accounts  of  digitalis,  reviewed  by  Withering  (163), 
the  effects  of  the  drug  on  the  gastro-intestinal  tract  were  described,  and 
it  was  spoken  of  as  a  poison  having  an  emetic  and  a  purgative  action. 
All  modern  study  of  digitalis  has  taken  into  account  the  gastric 
symptoms,  loss  of  appetite,  nausea  and  vomiting  which  constantly 
follow  the  use  of  all  members  of  the  digitalis  group  in  large  doses; 
and  they  have  been  recognized  as  among  the  earliest  toxic  symptoms 
which  the  drug  produces. 

Anorexia,  nausea  and  vomiting  are  symptoms  observed  by  all  who 
have  used  digitalis  in  sufficient  doses,  as  they  are  probably  the  com- 
monest of  the  "side-actions"  as  Eggleston  puts  it,  encountered  in  the 
clinical  use  of  the  digitalis  bodies. 

The  peculiarities  of  the  emetic  action  of  digitalis  were  noted  by 
Withering  (163)  who  wrote: 

It  is  curious  to  observe  that  the  sickness,  with  a  certain  dose  of  this 
medicine,  does  not  take  place  for  many  hours  after  its  exhibition  has  been 

discontinued The  sickness  then  excited  is  extremely  different 

from  that  excited  by  any  other  medicine;  it  is  peculiarly  distressing  to  the 
patient;  it  ceases,  it  recurs  again  as  violent  as  before;  and  then  it  will  con- 
tinue to  recur  three  or  four  days  at  distant  and  more  distant  intervals. 

Vomiting  should  be  avoided  if  possible,  especially  when  digitalis  is 
being  given  to  patients  with  severe  symptoms  of  heart  failure.  This  is 
an  important  reason  for  the  recognition  of  the  earliest  toxic  effects 
of  the  drug,  in  order  that  it  may  be  stopped  before  the  onset  of  vomit- 
ing.   As  Pratt  (122)  says, 

Vomiting  may  be  preceded  by  a  day  or  two  of  complete  anorexia,  which 
should  be  a  sign  for  the  immediate  discontinuance  of  the  drug,  when  it 
seems  evident  that  the  anorexia  is  caused  by  the  digitalis.  It  is  then  an 
indication  that  the  so-called  physiologic  limit  has  been  reached,  and  that 
nausea  and  vomiting  will  follow  if  more  digitalis  is  given.  The  stoppage 
of  the  drug  at  the  first  appearance  of  anorexia  does  not  always  prevent 
vomiting,  but  it  does  not,  as  a  rule,  last  more  than  a  few  hours  under  these 
conditions.  When  the  drug  is  administered  until  vomiting  actually  occurs, 
nausea  and  vomiting  may  be  present  for  two  or  three  days  and  occasionally 
for  a  week,  passing  off  and  recurring  several  times,  even  after  the  drug  has 
been  stopped,  as  Withering  observed. 


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26  G.   CANBY  ROBINSON 

A  difficulty  in  avoiding  nausea  and  vomiting  during  digitalis  ad- 
ministration is  the  fact  that  in  some  cases,  the  desired  effects  of  the  drug 
on  the  heart  are  obtained  with  the  same  dose  as  that  producing  the 
gastric  symptoms.  Mackenzie  (107)  noted  in  his  cases  that  the  car- 
diac effects  usually  preceded  the  gastric  symptoms,  but  the  two 
occurred  synchronously  at  times,  and  Cushny  (30)  states  that  minor 
toxic  symptoms,  loss  of  appetite,  headache,  nausea  and  vomiting 
and  often  diarrhoea  usually  accompanied  the  improvement  of  the 
circulation  produced  by  the  drug.  Clinical  judgment  is  the  only 
guide  in  dealing  with  individual  cases  which  present  this  dilemma. 
Confusion  sometimes  arises  in  patients  whose  stomachs  are  in  a 
highly  irritable  state,  as  is  not  infrequently  seen  in  heart  failure,  and 
who  vomit  when  anything  is  taken  into  the  stomach.  Such  patients 
will  often  vomit  within  a  few  minutes  after  a  dose  of  digitalis,  and 
then  it  is  safe  to  say  that  the  drug  is  not  responsible  for  the  vomiting. 
The  reason  for  this  statement  will  become  evident  when  the  mechanism 
of  the  emetic  action  of  the  digitalis  is  discussed.  Such  vomiting 
should  not  be  taken  as  a  sign  for  the  discontinuance  of  the  drug,  as 
the  gastric  symptoms  may  disappear  with  an  improvement  of  the 
circulation.  A  method  of  administration  other  than  oral  may  have 
to  be  resorted  to,  however,  in  such  cases. 

The  relation  of  the  therapeutic  use  of  digitalis  to  nausea  and  vomit- 
ing has  been  studied  by  Eggleston  (40)  in  a  series  of  15  patients,  all 
of  whom  were  suffering  from  heart  disease.  Digitalis  was  given  in 
the  form  of  the  infusion  or  tincture  in  the  usual  or  slightly  larger  doses, 
as  a  rule,  every  four  hours.  Eleven  cases  were  instances  of  auricular 
fibrillation.  In  this  series  nausea  alone,  or  nausea  and  vomiting  de- 
veloped on  an  average  of  five  days  from  the  beginning  of  the  digitalis 
administration,  when  an  average  of  3.08  grams,  corresponding  to 
7}  drams  of  the  tincture  had  .been  taken.  In  the  4  cases  with  regular 
cardiac  rhythm,  nausea  or  vomiting  occurred  in  seven  days,  after  the 
average  dose  of  2.4  grams  of  the  drug  had  been  given.  The  average 
dose  in  these  cases  was  smaller  than  that  given  to  the  patients  with 
auricular  fibrillation.  In  none  of  the  15  cases  did  the  onset  of  nausea 
\  or  vomiting  bear  any  constant  time  relation  to  the  administration  of 
the  individual  doses  of  the  drug.  In  most  cases  nausea  or  vomiting 
persisted  or  recurred  for  some  hours  after  the  last  dose  had  been  given 
and  the  drug  withdrawn. 


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THERAPEUTIC  USE  OF  DIGITALIS  27 

In  estimating  the  total  amount  of  digitalis  which  will,  on  an 
average,  lead  to  nausea  and  vomiting,  the  question  of  elimination  of 
the  drug  during  the  days  of  its  administration  must  be  taken  into 
account,  and  only  rough  estimates  can  be  made  which  have  any  value 
when  applied  generally  to  patients.  Large  single  doses  of  digitalis 
were  administered  to  about  100  patients  by  Robinson  (130),  the  doses 
usually  ranging  from  15  cc.  to  25  cc.  of  a  standardized  tincture,  or 
1.5  to  2.5  gram  of  digitalis.  The  patients  were  all  adults,  and  suffered 
from  a  variety  of  cardiac  disorders.  Only  about  10  per  cent  of  these 
patients  showed  the  toxic  gastric  symptoms  caused  by  digitalis. 
Nausea  and  vomiting  came  on  in  these  cases  in  from  one-half  to  one 
hour  after  the  large  doses  had  been  given.  Eggleston  (40)  has  col- 
lected and  tabulated  95  cases  from  the  literature  to  which  digitalis 
bodies  were  given  in  the  usual  doses  until  nausea  or  vomiting  appeared. 
The  cases  of  this  series  were  divided  into  three  groups.  The  first 
consisted  of  cases  of  auricular  fibrillation,  the  second  group  of  non- 
fibrillating  cases  and  the  third  group  receiving  digitalis  bodies  other 
than  the  leaf.  In  reviewing  the  first  two  groups,  it  is  seen  that  the 
dose  of  digitalis  producing  nausea  or  vomiting  varies  from  1.25  grams 
to  8.50  grams  and  the  figures  are  not  sufficiently  constant  to  war- 
rant an  average  of  significance  to  be  obtained  from  them.  The 
dosage  falls,  however,  most  often  between  2.5  grams  and  3.5  grams. 
A  comparison  of  these  two  groups  of  cases  leads  to  the  conclusion 
that  the  type  of  heart  disease  has  no  direct  influence  on  the  amount 
of  digitalis  required  to  produce  gastric  symptoms,  which  occur  also 
with  approximately  the  same  doses  in  individuals  with  normal  hearts. 
The  analysis  of  cases  of  the  third  group  shows  that  crystalline  digi- 
toxin  (Nativelle's  digitalin  granules),  tincture  of  strophantus  and 
of  squills,  and  the  extract  of  apocynum  also  cause  nausea  and 
vomiting,  when  given  in  sufficient  doses.  Cushny  (30)  concluded 
from  clinical  observations  that  digitalis  had  perhaps  less  effect  on 
the  gastrointestinal  tract  than  strophanthus  and  squills. 

The  mechanism  by  which  the  digitalis  bodies  produce  their  emetic 
action  has  been  only  recently  clearly  demonstrated,  although  much 
speculation  and  some  experimentation  had  been  carried  on  regarding 
it.  In  1912,  Hatcher  and  Eggleston  (75)  pointed  out  that  the  emetic 
action  of  the  drug  had  been  generally  attributed  to  its  irritant  action 


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28  G.  CANBY  ROBINSON 

on  the  gastric  mucosa,  but  that  there  were  several  discrepancies 
between  the  deductions  which  had  been  drawn  from  animal  experi- 
ments and  the  occurrence  of  nausea  and  vomiting  in  patients  receiv- 
ing therapeutic  doses  of  the  drug.  They  observed  that  the  digitalis 
bodies,  as  a  rule,  produced  emesis  more  rapidly  and  with  smaller 
doses  when  given  intravenously  than  when  introduced  into  the 
stomach.  In  order  to  eliminate  the  possibility  of  action  of  the  drugs 
during  excretion  from  the  blood  stream  into  the  stomach,  digitalis 
and  several  of  its  allies  were  injected  intravenously  into  dogs  from 
which  the  gastro-mtestinal  tract  had  been  removed.  Sixteen  of  the 
21  eviscerated  animals  went  through  the  motions  of  vomiting,  after 
the  injection  of  these  drugs,  and  three  others  showed  signs  of  severe 
nausea.  They  injected  digitalis,  digitoxin,  true  digitalin,  ouabain, 
strophanthus,  amorphous  strophanthin  and  adonis.  Hatcher  and 
Eggleston  conclude  from  their  experiments  that  the  emetic  action  of 
these  drugs  is  exerted  upon  the  vomiting  centre  in  the  medulla  aad 
is  not  caused  by  the  local  irritation  of  the  gastric  mucosa.  They 
consider  the  purgative  action  also  as  obviously  of  central  origin. 

Just  as  this  review  is  going  to  press,  the  report  of  Hatcher  and 
Weiss  (78  a)  on  the  emetic  action  of  the  digitalis  bodies  has  appeared 
in  a  preliminary  form.  They  state  that  Thumas  has  shown  that  the 
direct  application  of  the  digitalis  bodies  to  the  vomiting  centre  in 
the  medulla  does  not  cause  emesis.  By  means  of  a  series  of  experi- 
ments on  cats  in  which  various  nervous  structures  were  cut,  Hatcher 
and  Weiss  have  shown  that  digitalis  causes  emesis  only  when  the 
nerve  supply  to  the  heart  is  intact.  The  vomiting  centre  is  not 
stimulated  directly,  but  by  impulses  reaching  it  from  the  heart, 
passing  up  by  way  of  the  sympathetic,  and  to  a  less,  though  probably 
variable  extent,  by  way  of  the  vagus.  Ouabain  usually  failed  to 
produce  vomiting  after  the  sympathetic  only  was  cut. 

These  investigators  consider  their  experiments  as  evidence  that 
the  digitalis  bodies  induce  emesis  by  reflex  action  due  to  irritation  of 
the  heart  or  its  appendages.  The  effect  they  consider  as  almost 
certainly  a  protective  mechanism  for  the  heart  such  as  is  recognized 
in  the  case  of  other  organs.  With  the  establishment  of  the  fact 
that  emesis  is  not  an  effect  produced  by  the  direct  action  of  digitalis 
on  certain  structures  of  the  medulla,  but  is  secondary  to  the  direct 


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29 


action  of  the  drug  on  the  heart,  a  new  attitude  must  be  taken  regard- 
ing its  relation  to  the  cardiac  effect  of  the  drug.  The  effect  of  the 
drug  on  the  heart  and  its  effect  in  producing  nausea  and  vomiting 
cannot  be  dissociated  and  the  latter  would  seem  to  have  a  more 
significant  place  than  has  been  given  to  it  in  evaluating  the  cardiac 
action  of  digitalis. 

In  a  second  paper  Eggleston  and  Hatcher  (48)  investigated  the 
relative  emetic  activity  of  a  number  of  more  commonly  used  digitalis 
bodies  and  also  of  several  proprietary  preparations  for  which  dimin- 
ished emetic  action  was  claimed.  They  determined  the  percentage 
of  the  fatal  dose  required  to  produce  emesis  in  cats  when  injected 
intravenously.  The  minimal  dose  and  the  average  of  the  emetic 
doses  of  various  digitalis  bodies  and  specialties  in  percentage  of  the 
minimal  lethal  dose  of  each  drug  are  given  in  their  paper  as  follows: 


DRUG  OR  SPECIALTY 


True  digitalin 

Strophantus 

Ouabain 

Digitalis 

Crystalline  digitoxb 

Amorphous  strophanthin 

Digipuratum 

Fat-free  tincture  of  digitalis, 

Digitalysatum 

Digalen  tablets 

Digalen,  liquid 


EMETIC  DOSE  IN  PERCENTAGE 
OF  FATAL  DOSE 

Minimal 

Average 

18 
27 

22 
47 

30 

49 

31 
40 

46 

58 

61 

65 

25 

42 

28 

34 

29 

36.5 

29 

40 

30 

38 

Eggleston  and  Hatcher  have  shown  therefore  that  all  these  digitalis 
bodies  and  preparations  have  an  emetic  action  which  do  not  differ 
quantitatively  very  markedly.  True  digitalin  is  the  most  active 
emetic,  while  amorphus  strophanthin  and  digitoxin  are  the  least 
active  in  percentage  of  their  fatal  doses.  There  is  very  little  differ- 
ence between  digitalis  and  various  specialties,  and  these  experiments 
furnish  no  evidence  that  digalen,  digipuratum,  digitalysatum  and 
the  fat  free  tinctures  have  any  advantage  over  the  less  expensive 
galenical  preparations  of  digitalis  from  the  point  of  view  of  being 


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30  G.  CANBY  ROBINSON 

less  disturbing  to  the  stomach  when  used  therapeutically.  These 
authors  conclude  that  there  is  at  present  no  means  of  securing  the 
cardiac  action  of  the  digitalis  bodies  without  subjecting  the  vomiting 
centre  to  the  influence  of  these  agents  at  the  same  time,  and  there 
is  no  advantage  in  substituting  one  mode  of  administration,  or  one 
member  of  a  group  for  another,  in  an  attempt  to  prevent  or  lessen 
the  gastric  symptoms  which  these  drugs  cause.  They  also  express 
their  disapproval  of  the  employment  of  opium  as  has  been  advocated 
to  prevent  the  gastric  symptoms,  as  it  may  serve  to  mask  the  toxic 
symptoms  which  should  serve  as  a  signal  for  the  discontinuance  of 
the  drug  or  the  reduction  of  the  dose. 

These  experimental  studies  were  followed  by  the  clinical  study  of 
Eggleston  (40)  to  which  reference  has  already  been  made,  and  in 
which  he  correlated  clinical  experience  with  the  facts  of  the  experi- 
ments. He  showed  in  his.  own  series  of  15  cases  and  in  95  cases 
from  the  literature,  nausea  and  vomiting  almost  never  occur  as  a 
result  of  digitalis  until  it  had  been  absorbed  sufficiently  to  produce 
its  characteristic  effect  on  the  heart.  His  study  shows  that  there 
is  no  valid  evidence  that  therapeutic  doses  of  the  digitalis  bodies 
cause  nausea  or  vomiting  through  local  irritation  on  the  alimentary 
tract,  but  that  there  is  strong  evidence  to  the  contrary.  He  concludes, 
therefore,  that  the  nausea  and  vomiting  resulting  from  the  thera- 
peutic use  of  digitalis  and  its  allies  in  man  are  due  to  their  direct 
action  on  the  vomiting  center  in  the  medulla.  Eggleston  draws  the 
deduction  from  his  conclusions  that  preparations  which  fail  to  produce 
nausea  and  vomiting  when  administered  in  large  doses  are  either 
weaker  than  those  that  do  produce  these  effects  or  are  less  well 
absorbed. 

Vomiting  may  be  considered  as  a  desirable  effect  from  one  point 
of  view,  as  it  may  prevent  further  toxic  symptoms  from  following 
an  overdose  of  the  drug  when  taken  by  mouth,  as  part  of  the  drug 
may  be  eliminated  when  the  stomach  is  emptied  by  the  vomiting 
which  it  produces. 

The  purgative  action  of  digitalis  has  not  been  prominently  described 
in  recent  clinical  studies,  and  its  absence  was  noted  in  the  42  patients 
carefully  studied  by  Mackenzie  (107)  to  whom  sufficient  digitalis 
was  given  so  that  gastric  symptoms  usually  occurred.    He  found, 


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THERAPEUTIC  USE  OF  DIGITALIS  31 

however,  that  diarrhoea  was  produced  by  strophanthus  and  squills. 
Bastedo  (5)  also  noted  that  diarrhea  is  much  less  frequent  than 
anorexia,  nausea  and  vomiting  as  a  sign  of  overdose  in  digitalis 
administration.    The  writer's  experience  confirms  these  statements. 

2.  Toxic  effects  an  the  heart 

Although  the  gastric  disturbances  are  the  most  obvious  unfavorable 
effects  of  digitalis,  the  cardiac  disturbances  must  be  regarded  as  the 
most  serious  in  the  clinical  use  of  the  drug.  It  is  the  direct  effect  of 
digitalis  on  the  heart  which  produces  death  in  animals  to  which  a 
lethal  dose  is  administered,  and  certain  disturbances  of  the  heart-beat 
resulting  from  an  overdose  of  the  drug  to  man  must  always  be  con- 
sidered as  the  forerunner  of  effects  which  profoundly  lower  the  effi- 
ciency of  the  circulation  and  which  render  the  heart  eventually 
incapable  of  maintaining  the  circulation.  For  this  reason,  the 
early  recognition  of  the  unfavorable  effects  of  the  drug  on  the  heart 
is  a  matter  of  paramount  importance. 

When  Cushny  (28)  first  studied  the  effect  of  digitalis  on  dogs  by 
a  method  that  allowed  the  activity  of  auricles  and  of  ventricles  to 
be  distinguished  in  graphic  records,  he  discovered  early  effects  which 
he  attributed  to  the  stimulating  action  of  the  drug  on  the  vagus 
centre  and  later  effects  which  he  considered  as  the  result  of  the  direct 
action  of  the  digitalis  on  the  heart  muscle.  These  later  effects, 
constituting  the  second  stage  of  digitalis  action,  were  attributed 
mainly  to  an  increase  in  the  irritability  of  the  myocardium. 

Robinson  and  Wilson  (134)  administered  digitalis  intravenously 
to  cats  and  followed  the  effect  of  the  drug  on  the  heart  by  electro- 
cardiograms. It  was  found  that  when  about  75  per  cent  of  the 
lethal  dose  was  administered,  evidence  of  increased  irritability  of 
the  ventricles  appeared,  manifesting  itself  as  premature  contractions 
which  were  soon  followed  by  idioventricular  rhythm,  when  cardiac 
impulses  were  being  generated  at  a  more  rapid  rate  in  the  ventricles 
th^tn  in  the  auricles.  This  state  of  affairs  was  followed,  during 
further  administration  of  the  drug,  by  ventricular  fibrillation  and 
death. 

More  recently  Levine  and  Cunningham  (94)  using  the  same  methods 
have  found  that  when  various  preparations  of  digitalis  were  injected 


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32  G.  CANBY  ROBINSON 

into  cats,  premature  ventricular  contractions  or  extrasystoles  ap- 
peared when  an  average  of  48  per  cent  of  the  lethal  dose  was 
administered,  and  they  considered  the  appearance  of  this  phenom- 
enon to  mark  the  onset  of  increased  ventricular  irritability.  They 
used  the  appearance  of  ventricular  extrasystoles  therefore  as  evidence 
of  the  first  toxic  sign  of  digitalis. 

The  analysis  of  unfavorable  effects  of  the  drug  on  the  heart  when 
administered  to  man  had  its  inception  with  the  first  of  Mackenzie's 
studies  published  in  1905,  when  he  described  the  bigeminal  pulse  and 
recognized  that  its  production  resulted  from  frequent  ventricular 
extrasystoles.  He  also  showed  that  the  conduction  of  the  cardiac 
impulse  is  disturbed  by  the  drug.  In  1911,  Mackenzie  pointed  out 
that  digitalis  may  cause  irregularities  of  impulse  production,  extra- 
systoles, partial  heart-block,  and  pulsus  alternans.  The  cardiac 
manifestations  of  overdose  in  digitalis  administration  were  studied 
by  Bastedo  (5)  who  made  polygraphic  records  of  patients  receiving 
the  drug,  and  demonstrated  the  occurrence  of  auricular  and  ventric- 
ular extrasystoles,  partial  heart-block,  paroxysmal  trachycardia  and 
possibly  pulsus  alternans.  Bastedo  recommends  that  digitalis  be 
discontinued  whenever  the  radial  impulse  rate  goes  below  60  per 
minute,  whenever  sudden  slowing  of  the  heart  rate  indicates  the 
occurrence  of  heart  block,  whenever  a  regular  ventricular  rhythm 
becomes  irregular,  whenever  tachycardia  occurs  or  whenever  coupled 
rhythm  or  phasic  arrythmia  appear  in  hearts  showing  auricular 
fibrillation. 

a.  Premature  contractions.  The  two  outstanding  disturbances  of 
the  cardiac  mechanism  which  digitalis  causes  in  patients  are  those 
resulting  from  increased  irritability  of  the  ventricles  and  from  depres- 
sion of  the  conduction  of  the  cardiac  impulse  from  auricles  to  ven- 
tricles. The  effect  of  digitalis  on  the  ventricles  leads  to  the  occur- 
rence of  premature  contractions  of  ventricular  origin,  commonly  called 
extrasystoles.  They  are,  generally  speaking,  always  detrimental 
to  the  efficiency  of  the  heart.  Premature  ventricular  contractions 
tend  to  occur  in  diseased  hearts  and  are,  in  many  patients  needing 
digitalis,  readily  provoked  by  relatively  small  doses  of  the  drug. 
They  appear  to  be  provoked  especially  readily  in  patients  with 
auricular  fibrillation,  when  coupled  rhythm  replaces  the  absolutely 


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THERAPEUTIC  USE  OF  DIGITALIS  33 

irregular  cardiac  action.    At  times  these  premature  beats  occur  so 
frequently  after  small  amounts  of  digitalis  that  it  is  the  better  part 
of  judgment  to  discontinue  or  diminish  its  use  before  the  optimum  ( 
therapeutic  effects  are  obtained. 

The  occurrence  of  ventricular  premature  beats  may  be  readily 
recognized  by  the  stethoscope  with  the  finger  on  the  pulse  when 
they  occur  in  hearts  beating  otherwise  regularly.  Except  when 
definite  coupled  beats  occur,  it  is  impossible  to  recognize  premature 
ventricular  contractions  however  in  cases  of  auricular  fibrillation 
without  electrocardiograms,  which  alone  show,  by  the  variations 
in  form  of  the  ventricular  complexes,  that  some  of  the  cardiac  con- 
tractions are  arising  from  ectopic  points  in  the  ventricles.  The 
frequent  occurrence  of  ectopic  ventricular  contractions  during  the 
use  of  digitalis  in  auricular  fibrillation  may  be  sometimes  responsible 
for  the  failure  to  get  the  ventricular  slowing  that  the  drug  usually 
produces  in  these  cases. 

There  is  a  great  difference  in  patients  as  to  the  amount  of  the 
drug  which  causes  the  onset  of  premature  ventricular  contractions, 
and  no  statement  as  to  the  average  amount  required  can  be  made. 
It  is  evident,  however,  that  in  many  patients  ventricular  contractions 
occur  with  an  amount  of  the  drug  which  is  a  much  smaller  proportion 
of  the  lethal  dose  than  has  been  observed  during  the  intravenous 
administration  of  the  drug  to  cats. 

Edens  and  Huber  (38)  have  discussed  the  production  of  premature 
ventricular  contractions  by  digitalis,  and  the  occurrence  of  the 
bigeminal  pulse.  They  consider  it  probable  that  the  bigeminal 
pulse  follows  the  administration  of  digitalis  only  in  hypertrophied 
hearts  with  lowered  muscular  efficiency.  They  believe  that  the 
production  of  the  bigeminal  pulse  by  digitalis  is  an  unfavorable 
prognostic  sign.  They  also  point  out  the  great  variability  in  the 
size  of  the  dose  which  brings  about  the  bigeminal  pulse.  Although 
their  ideas  regarding  the  relation  of  cardiac  hypertrophy  and  inef- 
ficiency to  the  digitalis  bigeminal  pulse  have  not  been  confirmed,  it 
is  a  point  worthy  of  close  attention. 

The  frequency  of  apparently  spontaneous  premature  beats  may 
lead  to  some  difficulty  in  fixing  the  responsibility  for  them  during 
digitalis  administration,  but  it  should  be  emphasized  that  it  is  a 

MEMCDOt,  rOL.  I,  MO.  1 


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34  G.  CANBY  ROBINSON 

definitely  established  fact  that  they  may  be  caused  directly  by 
digitalis,  and  should  always  be  considered  as  a  probable  toxic  effect 
whenever  they  occur  during  the  administration  of  any  member  of 
the  digitalis  group.  The  influence  of  digitalis  on  apparently  spon- 
taneous premature  contractions  will  be  discussed  later. 

The  production  of  the  so-called  auriculo- ventricular  rhythm  by 
digitalis  is  an  effect  of  the  drug  closely  related  to  the  production  of 
premature  ventricular  contractions.  This  type  of  disturbed  cardiac 
mechanism  has  been  observed  by  Cohn  (20)  to  follow  the  adminis- 
tration of  digitalis  and  to  disappear  when  digitalis  had  been  completely 
eliminated.  In  auriculo-ventricular  rhythm,  the  auricles  and  ven- 
tricles beat  independently  but  each  at  nearly  equal  rates.  Electro- 
cardiograms indicate  that  the  auricular  stimulation  is  not  usually 
disturbed,  while  the  auriculo-ventricular  node  (of  Tawara)  assumes 
the  rdle  of  ventricular  pace-maker,  by  generating  stimuli  at  a  slightly 
faster  rate  than  the  sino-auricular  node.  Auriculo-ventricular 
rhythm  is  associated  only  with  various  forms  of  cardiac  intoxicants, 
notably  digitalis. 

b.  Depression  of  conduction  of  the  cardiac  impulse  from  auricles 
to  ventricles  is  one  of  the  most  striking  effects  of  digitalis,  which 
may  lead  to  partial  or  complete  heart-block.  This  action  of  the  drug 
is  generally  considered  to  result,  for  the  most  part,  from  its  stimu- 
lating effect  on  the  cardio-inhibitory  mechanism,  although  there  is 
not  entire  agreement  as  to  the  relation  of  this  effect  to  the  direct 
action  of  the  drug  on  the  cardiac  tissues. 

The  great  value  of  digitalis  in  certain  forms  of  heart  disease  depends 
largely  upon  its  ability  to  block  impulses  in  their  passage  from  auricles 
to  ventricles,  and  for  this  reason  the  action  of  digitalis  on  conduction 
will  be  discussed  when  the  therapeutic  effects  of  the  drug  are  consid- 
ered. On  the  other  hand,  heart-block  produced  by  the  adminis- 
tration of  digitalis  may  definitely  lower  the  efficiency  of  the  circulation  , 
and  it  must  be  considered  therefore  as  a  toxic  manifestation  of  the 
drug.  Its  recognition  and  the  means  of  avoiding  its  production  will 
be  briefly  discussed  at  this  time. 

Mackenzie  (106)  first  demonstrated  heart-block  as  an  effect  of 
digitalis  in  man  in  1905.  Since  that  time,  the  influence  of  digitalis 
on  conduction  has  been  extensively  studied  by  graphic  methods. 


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THERAPEUTIC  USE  OF  DIGITALIS  35 

As  Bastedo  (5)  has  pointed  out,  when  a  rapidly  beating  heart  becomes 
suddenly  slowed  during  the  administration  of  the  drug  or  if  an  inter- 
mittent cardiac  rhythm  unassociated  with  premature  beats  develops, 
it  is  safe  to  infer  that  heart-block  exists.  These  events  should  be 
taken  as  indications  for  discontinuing  the  administration  of  digitalis. 

Uncertainty  of  the  diagnosis  of  heart-block  will  always  exist, 
however,  without  the  employment  of  the  polygraph  or  the  electro- 
cardiograph. It  is  only  by  these  methods  that  the  earlier  effects  of 
digitalis  on  conduction,  when  the  cardiac  impulses  are  merely  delayed 
in  their  passage  from  auricles  to  ventricles,  can  be  detected.  It  is 
distinctly  advantageous,  therefore,  to  employ  these  methods  during 
the  administration  of  digitalis  in  order  to  detect  its  effect  on  conduction 
before  a  stage  is  reached  which  may  lower  the  efficiency  of  the  heart. 

A  number  of  students  of  digitalis,  among  whom  are  Edens  (37) 
and  Cushny  (29)  have  expressed  the  opinion  that  digitalis  affects 
especially  the  conducting  system  of  heart  in  which  auriculo-ventric- 
ular  conduction  has  been  previously  damaged  by  disease.  Although 
Cohn  and  Fraser  (22)  have  shown  that  this  is  by  no  means  a  necessary 
condition  for  the  production  of  digitalis  heart-block,  it  must  be  a 
predisposing  factor  in  some  instances.  It  is  very  desirable  to  know 
the  functional  state  of  the  conducting  system  before  the  adminis- 
tration of  the  drug  to  patients  with  heart  disease,  and  this  information 
is  furnished  by  measuring  the  tfine  between  the  onset  of  auricular 
activity  and  ventricular  activity.  When  this  time  is  found  delayed 
beyond  the  normal  limits,  it  should  be  taken  as  a  contraindication 
for  the  use  of  digitalis  or  it  should  call  for  caution,  careful  obser- 
vation, and  alteration  of  dosage. 

R.  H.  Halsey  (64)  has  reported  a  case  showing  profound  effects 
brought  on  apparently  by  excessive  vagus  stimulation  producing 
severe  subjective  symptoms.  Following  the  administration  of 
digitalis  to  a  patient  with  auricular  fibrillation,  severe  cardiac  failure 
and  Cheyne-Stokes  breathing,  marked  variation  in  the  ventricular 
rate  from  100  to  50  beats  per  minute  were  observed,  the  rapid  rate 
occurring  during  the  periods  of  apnea.  This  phenomenon  appar- 
ently interfered  with  the  interchange  of  Oj  and  COt ,  and  was  relieved 
by  atropin  when  the  ventricular  rate  became  150  per  minute. 


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36  G.  CANBY  ROBINSON 

Windle  (161)  studied  the  comparative  effects  of  digitalis,  stro- 
phantus, squill  and  apocynum  on  the  conduction  of  cardiac  impulses 
in  a  case  of  mitral  stenosis  which  required  treatment  on  four  occasions* 
He  used  a  different  drug  each  time,  the  tincture  of  each  being 
employed.  Apocynum  had  no  effect  on  conduction,  while  the  other 
three  drugs  caused  partial  heart-block  with  approximately  equal 
amounts. 

630  minims  of  the  tincture  of  digitalis  were  given  in  14  days 
540  minims  of  the  tincture  of  strophanthus  were  given  in  19  days 
480  minims  of  the  tincture  of  squill  were  given  in  4  days. 

When  heart-block  was  observed  in  each  instance  it  is  evident  that 
these  three  members  of  the  digitalis  group  required  total  amounts 
which  are  comparable  to  produce  partial  heart-block  in  this  case, 
although  the  rate  of  administration  was  different. 

c.  Other  disturbances  of  the  heart  beat  have  been  observed  occa- 
sionally following  large  doses  of  digitalis.  The  auricles  are  affected, 
although  less  frequently,  in  the  same  manner  as  the  ventricles,  and 
premature  auricular  beats  sometimes  occur  during  the  digitalis 
administration,  presumably  as  a  result  of  the  action  of  the  drug. 
Bastedo  (5)  has  reported  a  case  of  paroxysmal  tachycardia  which  he 
considered  as  produced  by  digitalis,  but  the  relation  of  the  inception 
of  this  disturbed  cardiac  mechanism  and  the  action  of  the  drug  seems 
uncertain. 

Special  interest  is  attached  to  the  influence  digitalis  may  have  in 
causing  auricular  fibrillation.  Cushny  (30)  has  stated  that  digitalis 
may  cause  the  onset  of  auricular  fibrillation  and  Danielopolu  (33) 
has  reported  three  cases  in  which  auricular  fibrillation  followed  the 
administration  of  the  drug,  in  each  instance  the  onset  of  fibrillation 
occurring  coincidently  with  the  maximum  digitalis  action.  Daniel- 
opolu considered  that  in  his  cases  the  auricles  were  predisposed  to 
fibrillation  which  was  provoked  by  the  stimulating  effect  of  the 
drug  on  the  vagus.  Mackenzie  (107)  has  reported  a  case  in  which 
auricular  fibrillation  set  in  at  the  time  when  an  amount  of  digitalis 
sufficient  to  cause  maximal  effects  had  been  given,  and  disappeared 
four  days  after  the  discontinuance  of  the  drug.  Robinson  (126) 
studied  a  case  of  paroxysmal  auricular  fibrillation  to  whom  digitalis 
was  administered,  but  was  unable  to  draw  any  definite  conclusion 


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THERAPEUTIC  USE  OF  DIGITALIS  37 

as  to  the  influence  of  the  drug  on  the  persistence  of  the  fibrillation. 
Agassiz  (2)  administered  strophanthin  intravenously  to  such  a  case, 
with  the  result  of  apparently  prolonging  the  paroxysm  of  auricular 
fibrillation,  although  the  ventricular  rate  was  slowed  by  the  drug. 
It  is  these  cases  of  transient  auricular  fibrillation  in  which  the  question 
of  the  relation  of  the  drug  to  the  production  of  this  cardiac  disturbance 
is  especially  important.  The  evidence  seems  sufficient,  as  Fulton 
(56)  points  out,  to  warrant  the  conclusion  that  digitalis  does  predis- 
pose the  auricles  to  fibrillation,  and  its  use  may  therefore  be  disad- 
vantageous in  cases  where  it  is  desirable  to  prevent  recurrent  attacks 
of  fibrillation,  or  where  a  cessation  of  fibrillation  may  be  expected, 
although  the  drug  may  be  very  useful  when  fibrillation  is  present. 
Clinical  judgment  can  be  the  only  guide  under  such  conditions. 

Auricular  standstill  has  been  observed  by  White  (157)  as  an  effect 
of  digitalis  in  cases  of  heart  disease.  In  these  cases,  both  electro- 
cardiograms and  graphic  records  from  the  jugular  vein  failed  to 
show  any  evidence  of  auricular  activity  during  the  height  of  digitalis 
action.  In  all  three  cases,  the  auricular  activity  returned  when  the 
effects  of  the  drug  passed  off.  White  considers  this  phenomenon  as 
a  rare  result  of  digitalis  administration,  and  no  other  similar  cases 
are  to  be  found  in  the  literature.  Atropin  was  administered  in  one 
case,  but  had  no  effect  upon  the  cardiac  mechanism  except  for 
a  slight  increase  of  rate. 

White  and  Sattler  (160)  have  also  described  a  curious  arrhythmia 
consisting  of  blocked  auricular  premature  beats  occurring  in  a  healthy 
subject  after  3  grams  of  digitalis  had  been  taken.  Sinus  arrhythmia 
in  which  the  rhythm  of  impulse  formation  is  disturbed,  is  com- 
monly observed  with  large  doses  of  digitalis,  as  first  pointed  out 
by  Wenckebach  (155).  A  number  of  cases  of  sino-auricular  block 
produced  by  digitalis  have  also  been  observed  by  the  electrocardio- 
graphic method,  as  a  result  of  digitalis  action. 

Pulsus  alternans,  a  condition  in  which  the  regularly  beating  ven* 
tricles  contract  with  alternating  force,  is  generally  considered  a 
sign  of  disturbed  contractility  of  the  heart  muscle,  and  of  serious 
prognostic  significance.  Mackenzie  (107)  and  Windle  (162)  each 
state  that  they  have  observed  this  phenomenon  as  a  sequel  of  digi- 
talis administration  in  two  cases.    Bastedo  (5)  reports  one  case 


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38  G.   CANBY  ROBINSON 

which  he  considered  as  possibly  pulsus  alternans  produced  by  digi- 
talis, but  his  records  do  not  allow  him  to  make  a  definite  diag- 
nosis, and  his  published  curves  are  not  characteristic  of  this  condition. 
These  cases  are  important  as  an  indication  that  digitalis  may  affect 
the  heart  muscle,  presumably  directly,  in  such  a  way  as  to  lower  its 
efficiency.  Bastedo  believes  that  pitlsus  alternans  results  from  a 
constriction  of  the  coronary  arteries  produced  by  digitalis,  but  this 
idea  must  be  considered  purely  hypothetical,  as  there  are  no  definite 
facts  to  support  it. 

Weil  (154)  has  brought  forward  a  criterion  for  the  early  recogni- 
tion of  digitalis  intoxication  which  is  somewhat  different  from  those 
that  have  already  been  mentioned.  He  has  shown  that,  under  the 
influence  of  the  drug,  the  heart  becomes  more  responsive  to  pressure 
over  the  vagus  nerves  in  the  neck,  and  he  believes  that  a  well 
marked  vagus  response  during  digitalis  administration  in  a  heart 
which  was  previously  less  responsive  may  be  used  as  indicating  the 
onset  of  toxic  digitalis  effects. 

3.  Fatalities  resulting  f  torn  digitalis  bodies. 

It  is  not  within  the  scope  of  this  review  to  discuss  fatalities  result- 
ing from  amounts  of  digitalis  far  in  excess  of  those  used  for  thera- 
peutic purposes.  According  to  Sollmann  (143)  2.5  grams  of  digitalis 
have  proved  fatal  when  taken  at  one  dose,  while  4  grams  have 
been  followed  by  recovery.  Sollmann  states  that  the  symptoms  of 
a  fatal  dose  are  those  of  "cumulation" — gastro-intestinal  disturb- 
ances, slow  and  arrhythmic  pulse,  etc.,  lassitude,  muscular  weakness 
and  sensory  derangement.  Death  generally  occurs  suddenly,  with 
dyspneic  convulsions.    Consciousness  persists  late. 

Sudden  death  has  been  seen  occasionally  following  the  administration 
of  the  drug' in  the  treatment  of  heart  disease,  and  fatalities  occurring 
under  these  conditions  must  be  considered  as  possibly  caused  by  the 
drug.  During  the  administration  of  digitalis  by  mouth  in  the  usual 
doses,  it  is  difficult  to  say  what  rdle  the  drug  might  play  as  a  cause  of 
sudden  death.  Since  the  introduction  of  the  intravenous  method  of 
administration,  however,  fatalities  have  apparently  resulted  from  the 
injection  of  the  digitalis  bodies  into  a  vein.  These  have  most  often 
followed  the  use  of  strophanthin,  and  according  to  inquiries  made  by 


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THERAPEUTIC  USE  OF  DIGITALIS  39 

the  writer,  have  been  seen  more  often  than  the  literature  would  make 
one  believe.  Bastedo  (5)  remarks  that  he  has  heard  of  one  death 
following  the  intravenous  injection  of  digitalis  in  a  man  and  of  several 
such  fatalities  occurring  in  from  three  minutes  to  an  hour  after  the 
injection  of  strophanthin.  The  writer  has  observed  1  case  in  which 
death  occurred  suddenly  about  five  minutes  after  1  mgm.  of  strophan- 
thin was  given  intravenously,  and  at  least  3  other  such  cases  have 
been  related  to  him  by  others.  Recently  Rahn  (123  a)  has  reported 
2  fatalities  following  intravenous  injections  of  strophanthin  and  has 
reviewed  16  other  cases  collected  from  the  literature  in  which  death 
occurred  in  such  close  connection  with  the  intravenous  injection  of 
the  drug  as  to  make  a  relation  of  cause  and  effect  seem  very  likely. 
In  11  of  the  cases  the  causal  relation  seems  certain.  Rahn  discusses 
the  clinical  significance  of  these  deaths  and  is  of  the  opinion  that 
some  of  these  could  have  been  avoided  by  smaller  doses,  longer 
intervals  between  doses  and  a  better  knowledge  of  previous  admin- 
istration of  digitalis.  He  believes  that  the  drug  should  be  given  by 
this  method  only  after  careful  study  of  the  patient.  The  sudden 
fatal  termination  and  the  relatively  short  interval  between  the 
injection  and  death  seen  in  a  number  of  these  cases  leads  to  the 
conclusion  that  strophanthin  caused  the  ventricles  to  fibrillate,  a 
cardiac  state  incompatible  with  life.  Ventricular  fibrillation  is  the 
final  stage  of  cardiac  intoxication  in  most  cases  when  the  digitalis 
bodies  are  injected  intravenously  into  cats,  as  shown  by  Robinson 
and  Wilson  (134)  and  by  Levine  (92).  It  is  likely  that  the  fatal 
cases  under  discussion  occurred  in  patients  in  whom  cardiac  damage 
had  already  rendered  the  ventricles  prone  to  fibrillation. 

Garrey  (57)  has  investigated  the  underlying  factors  responsible 
for  fibrillation  of  the  cardiac  muscle,  and  has  advanced  an  explanation 
of  this  phenomenon  on  the  basis  of  his  experiments.  The  essential 
points  in  Carrey's  conception  of  fibrillation  are  these.  Fibrillary 
contractions  of  the  heart  muscle  depend  upon  the  establishment 
within  the  musculature  of  multiple  regions  of  block  or  impaired 
conductivity.  The  impulses  thus  blocked  or  delayed  take  abnormal 
or  circuitous  paths,  and  return  to  the  same  portion  of  the  muscle 
after  the  refractory  state  has  passed  off,  but  while  other  portions  are 
still  refractory.    The  latter  portions  are  subsequently  involved  in  a 


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40  G.  CANBY  ROBINSON 

similar  manner,  and  the  whole  tissue  mass  is  then  thrown  into  a  con- 
tinuous incodrdinated  contraction,  which  is  not  initiated  or  sustained 
by  new  impulses  arising  from  any  definite  location. 

With  these  points  in  mind  it  seems  reasonable  to  consider  evidence 
of  impaired  conduction  within  the  ventricles  as  a  contraindication 
to  the  intravenous  use  of  full  doses  of  strophanthin  or  other  digitalis 
bodies.  Such  evidence  is  sometimes  obtained  by  the  study  of  electro- 
cardiograms, as  certain  abnormalities  in  the  form  of  the  ventricular 
complexes  indicate  delay  or  abnormal  conduction  routes  in  the 
ventricles.  The  bearing  of  these  abnormal  complexes  to  the  admin- 
istration of  strophanthin  has  been  discussed  by  Robinson  and  Bredeck 
(131),  who  express  the  opinion  that  such  electrocardiographic  findings 
should  be  taken  as  a  contraindication  to  the  intravenous  use  of 
strophanthin,  and  they  show  the  relation  these  abnormal  electro- 
cardiograms may  have  to  ventricular  fibrillation. 

Although  the  danger  entailed  in  the  intravenous  administration  of 
strophanthin  has  been  generally  recognized,  other  digitalis  bodies 
have  not  received  as  much  consideration  from  this  point  of 
view.  Levine  and  Cunningham  (94)  however  have  studied  the  so* 
called  margin  of  safety  of  intravenous  digitalis  administration  in 
cats,  and  draw  certain  conclusions  from  their  experiments  bearing 
on  the  intravenous  use  of  the  drug.  They  determined  the  percentage 
of  the  lethal  dose  which  produced  the  earliest  demonstrable  toxic 
signs.  The  minimal  toxic  dose  was  calculated  in  their  experiments 
as  the  smallest  dose  that  is  required  to  produce  ventricular  extra- 
systoles,  demonstrable  by  electrocardiograms.  The  margin  of  safety 
was  taken  as  the  difference  between  the  minimal  lethal  dose  and  the 
minimal  toxic  dose.    They  have  introduced 

the  concept  of  the  margin  of  safety  of  digitalis  preparations  because,  in 
the  practical  use  of  the  drug,  the  therapeutic  dose  is  very  dose  to  the  toxic 
dose.  Therefore,  it  is  of  great  importance  to  know  how  far  removed  the 
lethal  dose  is  from  the  toxic  dose,  and  whether  the  margin  is  greater  in  some 
preparations  than  in  others. 

They  used  aqueous  extracts  of  several  different  samples  of  leaves, 
several  different  tinctures,  and  ampoules  of  Digifoline,  Digalen  and 
Digipuratum.    They    found    considerable    variations   in    different 


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THERAPEUTIC  USE  OF  DIGITALIS  41 

animals  both  in  susceptibility  to  the  drug  and  in  the  margin  of  safety 
which  varied  from  27  to  64  per  cent.  The  average  margin  of  safety, 
however  (the  difference  between  the  percentage  causing  death  and 
that  causing  earliest  evidence  of  toxicity),  was  48  per  cent  of  the 
lethal  dose.  This  difference  is  identical  with  the  results  which 
Levine  (92)  obtained  in  previous  work  with  crystalline  strophanthin 
or  ouabain.  Levine  and  Cunningham  (94)  state  on  the  basis  of 
their  findings  that 

the  practical  consideration  that  follows  from  these  experiments  is  that 
although  the  various  digitalis  bodies,  when  given  by  mouth,  are  generally 
regarded  as  much  safer  than  intravenous  administration  of  strophanthin, 
when  the  entire  digitalis  glucosides  (either  the  aqueous  or  the  alcoholic 
extracts)  are  given  intravenously,  the  same  risk  is  encountered  as  in  using 
strophantus 

They  found  also  but  little  difference  in  the  rapidity  with  which 
the  various  digitalis  bodies  and  crystalline  strophanthin  act  on  the 
heart  when  introduced  directly  into  the  circulation. 

If  these  experiments  can  be  applied  to  man,  and  it  seems  only  safe 
to  assume  that  they  can,  it  must  be  borne  in  mind  that  the  risk  of 
introducing  digitalis  directly  into  a  vein  appears  to  be  as  great  as 
when  strophanthin  is  used. 

The  question  of  the  percentage  of  the  lethal  dose  which  is  employed 
in  the  treatment  of  heart  disease  has  been  discussed  by  Robinson 
and  Wilson  (134)  in  the  light  of  their  experiments  in  which  the  tincture 
of  digitalis  was  administered  intravenously  to  cats.  They  consider 
the  inversion  of  the  T  wave  of  the  electrocardiogram  the  digitalis 
effect  offering  the  most  useful  comparison  of  the  effects  of  the  drug 
on  the  cat's  heart  and  the  effects  obtained  in  man.  The  T  wave 
became  inverted  in  their  experiments  when  from  20  to  30  per  cent 
of  the  lethal  dose  had  been  injected.  The  maximum  therapeutic 
effects  of  digitalis  usually  occur  with  a  dose  not  much  in  excess  of  the 
amount  sufficient  to  cause  inversion  of  the  T  wave.  Robinson  and 
Wilson,  taking  these  facts  into  consideration,  have  expressed  as 
their  opinion  that  the  maximum  therapeutic  effects  are  probably 
produced  in  man  by  the  administration  of  from  30  to  40  per  cent  at 
most  of  the  lethal  dose  of  the  drug. 


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42  G.  CANBY  ROBINSON 

Vm.  THE  THERAPEUTIC  EFFECTS 

The  beneficial  effects  exerted  by  the  digitalis  bodies  upon  patients 
suffering  from  heart  disease  are  dependent,  not  upon  a  single  mode 
of  action  of  the  drug  on  a  single  organ,  but  upon  a  combination  of 
effects.  The  relative  importance  of  the  various  activities  of  digitalis 
in  its  therapeutic  use  has  been  the  subject  of  much  controversy  for 
many  years,  and  although  much  of  this  controversy  has  been  cleared 
up,  several  points  remain  about  which  there  is  no  unanimity  of 
opinion.  As  has  been  stated,  animal  experimentation  has  added 
confusion,  in  some  respects,  to  the  problem  of  determining  how 
digitalis  benefits  patients  with  heart  disease,  and  the  question  can 
receive  its  final  answer  only  by  the  study  of  patients. 

The  various  effects  which  may  enter  into  the  therapeutic  action 
of  digitalis  will  be  discussed  separately  and  their  relative  importance 
will  be  considered  in  connection  with  the  use  of  the  drug  in  various 
forms  of  heart  disease. 

1.  The  effect  on  the  heart  muscle. 

a.  The  effect  on  ventricular  contraction.  The  relation  of  the  effect 
of  digitalis  on  ventricular  contractions  to  its  beneficial  influence  in 
heart  disease  has  been  much  discussed,  but  this  problem  has  not 
yet  been  definitely  solved.  Its  solution  is  difficult,  partly  because 
there  has  been  no  certain  means  of  measuring  the  direct  influence 
of  the  drug  on  the  efficiency  of  the  heart  muscle,  and  partly  because 
the  various  factors  entering  into  the  therapeutic  action  of  the  drug 
cannot  be  sharply  differentiated  from  one  another.  In  spite  of  the 
uncertainty  which  actually  exists,  digitalis  ha£  been  generally  con- 
sidered for  many  years  as  a  so-called  "heart  tonic,"  and  its  beneficial 
effect  has  been  considered  as  mainly  due  to  an  increased  output  of 
the  heart  by  its  action  on  the  muscle  itself. 

The  older  conception  is  well  illustrated  by  a  statement  made  by 
Balfour  in  his  clinical  lectures  on  Disease  of  the  Heart,  quoted  by 
Schmoll  (141). 

All  the  benefits  we  obtain  from  digitalis  are  inseparably  connected  with 
its  tonic  action;  they  flow  from  the  power  that  digitalis  has  of  increasing 
muscular  activity,  and  the  improved  metabolism  of  all  the  tissues,  but 
especially  of  the  myocardium. 


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THERAPEUTIC  USE  OF  DIGITALIS  43 

Schmoll  expresses  his  belief  that  the  drug  acts  as  a  specific  by  its 
effect  on  the  tonicity  of  the  heart  muscle. 

Schmiedeberg  (140)  basing  his  opinion  apparently  on  the  results  of 
animal  experiments  states  in  the  seventh  edition  of  his  text  book, 
that  the  therapeutic  action  of  digitalis  is  due  almost  exclusively  to 
its  effect  on  the  heart  muscle.  He  considers  an  increase  in  the  elas- 
ticity of  the  heart  muscle  the  most  important  effect  of  the  drug  and 
that  the  change  in  elasticity  is  also  responsible  for  the  systolic  stand- 
still of  the  heart  produced  by  the  drug.  Schmiedeberg  believes  that 
all  other  effects  of  digitalis  are  mainly  secondary  to  the  increased 
force  of  the  cardiac  contractions  which  the  drug  calls  forth. 

Other  students  of  the  effects  of  digitalis  on  animals,  notably  Cushny , 
have  found  that  the  drug  causes  an  increase  in  the  output  of  the 
mammalian  heart  under  experimental  conditions,  which  occurs  in 
excess  of  that  which  results  from  the  slowing  of  the  heart  rate  alone. 

Another  experimental  pharmacologist  Gottlieb  (59)  states  that  the 
work  of  a  single  contraction  of  the  isolated  mammalian  heart  may 
increase  under  the  influence  of  digitalis  two  and  a  half  to  three  times, 
and  Gottlieb  summarizes  his  conception  of  the  therapeutic  action  of 
digitalis  as  due  principally  to  more  complete  contraction  of  the 
ventricles  and  re-distribution  of  the  blood  in  the  vessels.  He  believes 
the  drug  may  strengthen  the  contractions  of  the  "weakened  heart." 

It  does  not  seem  profitable  to  enter  into  a  discussion  of  the  experi- 
mental studies  of  this  subject,  as  the  conditions  under  which  facts 
have  been  adduced  are  not  applicable  to  a  consideration  of  the  thera- 
peutic action  of  digitalis.    In  this  connection,  Cohn  (20)  has  said 

Those  effects  reported  earlier,  of  changes  in  the  magnitude  of  ventricular 
contractions  gained  in  experiments,  are  more  recently  admitted  (Joseph) 
to  have  been  obtained  by  doses  far  too  great.  The  much  smaller  doses 
now  used  are  still  much  larger  than  are  permitted  in  therapeutics,  but  even 
these  fail  to  show  marked  changes  in  the  extent  of  the  excursion  of  the 
ventricular  wall  which  was  formerly  held  to  indicate  the  nature  of  effective 
digitalization.  The  methods  employed  in  pharmacology  are  not  superior 
to  those  now  available  in  clinical  medicine.  Both  are  on  a  par  in  respect  to 
obtaining  objective  records  of  this  phase  of  digitalis  action. 


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44  G.  CANBY  ROBINSON 

In  the  absence  of  accurate  means  of  measuring  the  therapeutic 
action  on  the  heart  muscle,  the  opinion  of  various  clinical  investi- 
gators must  be  considered  more  as  impressions  than  as  well  founded 
convictions.  In  Mackenzie's  (106)  first  studies  on  digitalis,  he  says 
that  the  good  effect  on  the  cardiac  contractions  may  be  due  to  the 
slowing  of  the  cardiac  rate,  but  under  certain  circumstances,  the  fact 
that  digitalis  may  effect  the  function  of  contractability  directly  can 
be  demonstrated  in  a  most  striking  and  convincing  manner.  In  his 
later  clinical  studies,  however,  when  he  was  in  possession  of  a  more 
extensive  knowledge  of  the  cardiac  mechanism  and  its  derangements, 
he  stated  that  he  was  unable  to  determine  that  the  drug  affected  the 
heart  muscle,  but  admits  that  changes  may  take  place  in  the  heart 
which  we  cannot  detect. 

Wenckebach  (155)  believes  that  digitalis  increases  the  strength  of 
the  human  heart  by  its  direct  action  on  the  heart  muscle,  but  that 
there  is  no  evidence  that  the  drug  acts  on  the  obscure  property,  tone 
of  the  muscle.  Edens  (37)  has  advanced  the  hypothesis  that  the 
poor  nutritional  condition  of  the  myocardium  which  is  presumably 
present  in  heart  disease  tends  to  prevent  digitalis  from  exerting  its 
effort  on  the  cardiac  contractions,  and  offers  this  explanation  for  his 
inability  to  observe  any  direct  action  on  the  heart  muscle.  Cohn 
(20)  in  speaking  of  the  effects  of  the  drug  when  administered  to 
patients  in  doses  calculated  to  produce  the  optimum  effects  in  heart 
disease  stated  in  1915,  "that  if  digitalis  increases  the  ability  of  the 
ventricles  to  pump  blood,  it  does  so  by  means  of  a  change  which  is 
more  subtle  than  can  be  distinguished  by  our  methods/' 

With  this  limitation  of  the  knowledge  regarding  this  important 
factor  in  explaining  the  action  of  digitalis  in  mind,  Cohn  and  Levy 
(26)  have  undertaken  an  investigation  of  the  effect  of  therapeutic 
doses  of  digitalis  on  the  contraction  of  heart  muscle  by  means  of 
animal  experiments.  They  have  been  careful  to  use  doses  of  th$s 
drug  which  were  comparable  in  percentage  of  the  lethal  dose  to  those  . 
administered  to  patients.  The  tincture  of  digitalis  and  g-strophan- 
thin  were  injected  intravenously  into  dog*  and  cats,  and  alterations 
in  volume  output  were  studied  in  curves  obtained  by  the  use  of  the 
Roy  and  Adami  myocardiograph. 


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THERAPEUTIC  USE  OF  DIGITALIS  45 

The  curves  represent  longitudinal  linear  alterations  in  the  form  of  ven- 
tricles, and  may,  under  the  condition  of  cardiac  contraction,  represent 
changes  in  volume  of  the  cavities  and  consequently  of  volume  output. 
The  results  are  reported  as  changes  in  the  degree  of  contraction. 

In  30  dogs,  they  obtained  increased  contractions  24  times;  while 
other  phenomena  of  digitalization  revealed  by  electrocardiograms  were 
less  constantly  observed.  In  14  cats  the  degree  of  contraction 
increased  4  times,  decreased  6  times  and  was  unchanged  4  times, 
with  even  more  frequent  effects  on  electrocardiograms  than  in  dogs. 
The  effect  on  contraction  differed,  therefore,  in  cats  and  dogs.  Blood 
pressure  readings  were  also  made  in  some  of  the  experiments  in 
which  ether  was  administered  and  the  chest  opened.  In  order  to 
rule  out  the  effect  of  these  procedures,  several  experiments  were 
performed  on  unetherized  dogs  without  operative  procedures;  the 
blood  pressure  being  obtained  from  the  carotid  artery  which  had 
been  previously  freed  from  the  tissues  of  the  neck  (van  Leersum's 
method).  In  these  experiments  the  electrocardiographic  and  blood 
pressure  changes  were  similar  to  those  of  the  dogs  on  which  opera- 
tions were  performed.  From  these  experiments,  the  conclusions  are 
drawn  that  digitalis  and  strophanthin  with  doses  of  therapeutic 
range  increase  the  contractile  power  of  the  cardiac  muscle,  and  by 
so  doing,  increase  the  volume  output.  This  result  supplies  a  firm 
basis  for  the  statement  that  these  drugs  may  exercise  a  beneficial 
action  on  the  normally  beating  heart  by  their  action  directly  on  the 
cardiac  muscle.  Their  results  regarding  blood  pressure  and  electro- 
cardiography will  be  mentioned  when  these  phases  of  the  digitalis 
problem  are  considered. 

b.  The  effect  on  the  electrocardiogram.  The  effect  of  digitalis  on  the 
T  wave  of  the  human  electrocardiogram  has  furnished  evidence  of  a 
different  kind  from  that  which  has  been  discussed,  and  it  has  served 
as  apparently  clear  proof  that  the  drug  acts  directly  on  the  heart 
muscle  when  administered  in  therapeutic  doses.  Although  no  direct 
relation  has  been  established  between  the  change  in  the  T  wave  and 
the  efficiency  of  the  cardiac  action,  the  discovery  of  this  effect  has 
been  very  useful  in  studying  digitalis  and  has  marked  a  definite 
advance  in  our  knowledge. 


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46  G.  CANBY  ROBINSON 

Cohn  and  Fraser  (22)  first  reported  briefly  in  1913  that  they  had 
"found  that  as  the  result  of  digitalis  intoxication,  the  T  wave  in  the 
electrocardiogram  often  becomes  negative  or  diphasic,  but  returns 
to  normal  after  the  effect  of  the  drug  has  passed  off.  It  is  an  inter- 
esting fact  that,  although  atropin  may  cause  rate  and  conduction  to 
return  to  normal,  this  change  in  the  electrocardiogram  persists/' 

The  influence  of  digitalis  on  the  T  wave  of  the  electrocardiogram 
was  studied  in  a  series  of  patients  by  Cohn,  Fraser  and  Jamieson  (23) 
who  made  the  first  comprehensive  report  on  this  subject,  although  a 
number  of  scattered  observations  on  animals  and*  man  had  been 
previously  reported  by  others.  Cohn  and  his  coworkers  found  that 
an  alteration  of  the  T  wave  occurred  in  30  of  34  patients  to  whom 
full  doses  of  digitalis  were  given,  and  that  this  alteration  was  generally 
observed  before  alterations  in  rhythm  or  conduction  time  had  occurred 
or  before  gastro-intestinal  symptoms  disturbed  the  patients.  For 
the  most  part,  the  changes  in  the  T  wave  consisted,  first,  in  a  dimi- 
nution in  the  height  of  the  wave,  and  finally  in  an  inversion.  In 
cases  yielding  downwardly  directed  T  waves  before  treatment, 
digitalis  produced  eventually  upwardly  directed  waves  and  other 
variations  in  the  T  waves  occurred.  This  portion  of  the  electro- 
cardiogram was  affected  in  patients  with  auricular  fibrillation  and 
flutter,  and  in  one  patient  with  complete  auriculo- ventricular  disso- 
ciation, as  well  as  in  those  with  normally  beating  hearts.  It  is 
pointed  out  that  the  sign  attains  greater  importance  on  account  of 
its  appearance  early  after  the  beginning  of  the  administration  of  the 
drug.  Changes  in  the  T  wave  were  detected  after  an  equivalent  of 
1.2  grams  or  even  less  of  the  dried  leaves  of  digitalis  had  been  given. 

The  influence  of  atropin  on  the  altered  T  wave  was  repeatedly 
tested,  and  full  doses  of  the  drug  intensified  the  changes  in  the  T  wave 
during  its  transient  action.  Atropin  alone,  however,  produced  no 
changes  in  the  T  wave.  The  altered  T  wave  persisted  for  some  days 
after  digitalis  was  discontinued,  resembling,  in  this  respect,  other 
effects  of  the  drug. 

In  discussing  their  results,  Cohn,  Fraser  and  Jamieson  bring  for- 
ward convincing  arguments  to  prove  that  the  alteration  of  the  T 
wave  is  caused  by  the  action  of  digitalis  on  the  heart  muscle.  The 
effect  that  atropin  has  on  the  phenomenon  indicate,  however,  that 


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THERAPEUTIC  USE  OF  DIGITALIS  47 

the  cardiac  inhibitors,  the  vagus  nerves,  are  capable  of  exerting  an 
influence  upon  it.  The  effect  of  full  doses  of  digitalis  on  the  T 
wave  of  the  electrocardiogram  of  healthy  children  was  studied  by 
McCulloch  and  Rupe  (112).  They  found  that  the  drug  did  not 
produce  the  same  effects  as  readily  or  as  frequently  as  in  adults  as 
shown  by  the  observations  of  Colin,  Fraser  and  Jamieson,  although 
larger  amounts  of  the  drug  per  unit  of.  body  weight  were  given  to 
the  children,  and  other  evidence  of  digitalis  action  was  abundant. 

Since  the  appearance  of  the  paper  by  Cohn  and  his  coworkers, 
their  results  have  been  abundantly  confirmed,  both  for  man  and 
animals.  Robinson  and  Wilson  (134)  found  the  inversion  of  the  T 
wave  was  the  first  constant  sign  of  digitalis  action  to  be  detected  by 
electrocardiograms  when  the  drug  was  injected  intravenously  into 
cats.  It  occurred  in  their  series  when  approximately  25  per  cent  of 
the  minimum  lethal  dose  had  been  injected,  and  the  dosage  necessary 
for  its  production  was  not  altered  when  the  vagi  were  cut. 

Cohn  and  Levy  (25)  have  recently  compared  the  effects  on  patients 
of  g-strophanthin  given  intravenously  with  the  effects  of  comparable 
doses  of  digitalis  (digipuratum)  given  by  mouth.  Only  a  prelimi- 
nary report  has  been  published.  They  studied  the  relative  effect  of 
the  two  drugs  oa  the  T  wave  of  the  electrocardiogram  and  found 
that  strophanthin  had  little  or  no  influence  on  the  form  of  the  T  wave, 
which  at  most  underwent  only  transient  changes,  while  the  usual 
effects  were  produced  by  digitalis. 

c.  The  effect  on  the  size  of  the  ventricles.  Several  attempts  have  been 
made  to  determine  whether  the  administration  of  digitalis  leads  to 
the  development  of  hypertrophy  of  the  ventricles.  Cloetta  (18)  found 
that  the  continuous  subcutaneous  administration  of  digitalis  to 
young  rabbits  had  absolutely  no  effect  upon  the  size  of  their  hearts, 
as  compared  with  a  series  of  controls.  Of  a  series  of  animals  in 
which  aortic  insufficiency  was  artificially  produced,  those  treated 
with  digitalis  showed  less  cardiac  enlargement  than  those  that  were 
not  treated. 

Caro  (12),  on  the  other  hand,  noted  cardiac  hypertrophy  in  animals 
to  which  digitalis  had  been  given  over  a  long  period  of  time  as  did 
Reinike  (125)  who  compared  the  cardiac  muscle  with  the  skeletal 
muscles.    The  latter  muscles  did  not  participate  in  the  hypertrophy 


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48  G.  CANBY  ROBINSON 

observed  in  the  heart.  This  work  is  based  on  a  very  small  number 
of  animals  (four  rabbits  and  two  dogs)  and  so  the  conclusions  drawn 
can  hardly  be  considered  as  justified.  Gelbart  (58)  repeated  Cloetta's 
experiments  with  rabbits  in  which  aortic  insufficiency  was  artificially 
produced,  and  found  that  four  weeks  after  the  valve  damage,  cardiac 
hypertrophy  had  developed  which  was,  in  no  way,  influenced  by 
digitalis.  In  view  of  the  conflicting  evidence,  the  relation  of  digitalis 
to  cardiac  hypertrophy  must  be  considered  as  an  open  question. 

The  influence  of  digitalis  on  cardiac  dilatation  presents  an  important 
question.  Although  ventricular  dilatation  may  be  favorably  effected 
by  the  administration  of  the  drug  it  is  impossible  to  say  whether 
this  result  is  brought  about  by  direct  action  on  the  heart  muscle  or 
whether  it  is  secondary  to  other  beneficial  effects. 

d.  Chemical  aspects  of  digitalis  action.  The  action  of  digitalis  on 
the  cardiac  muscle  has  been  studied  from  the  chemical  view-point  by 
Burridge  (8),  who  made  some  pioneer  contributions  which  may 
bring  results  of  fundamental  importance  to  the  therapeutic  use  of 
digitalis  in  the  future.  He  has  concerned  himself  especially  with 
the  interaction  of  digitalis  and  calcium  on  the  perfused  heart.  He 
studied  changes  in  the  degree  of  cardiac  contractions  resulting  from 
changes  in  the  calcium  content  of  the  perfusion  fluid.  During  some 
observations  on  the  cardiac  reserve,  he  found  that  calcium  determines 
the  amplitude  or  the  percentage  of  the  contractile  material  possessed 
by  the  heart  which  is  used  up  with  each  spontaneous  beat.  And 
further  that,  under  certain  conditions,  digitalis  is  a  drug  which 
enables  a  given  tension  of  calcium  in  the  perfusion  fluid  to  evoke  the 
activity  of  a  greater  proportion  of  the  whole  contractile  material 
than  is  the  case  in  its  absence. 

Burridge  (9),  in  a  second  paper,  discusses  some  factors  of  the 
cardiac  mechanism  illustrated  by  reference  to  certain  actions  of 
barium  and  digitalis.  He  interprets  his  experiments  to  mean  that 
digitalis  renders  the  heart  more  susceptible  to  calcium,  as  a  given 
amount  of  calcium  had  more  effect  on  the  heart  after  treatment  with 
digitalis  than  before.  Crystalline  digitoxin  was  used.  He  studied 
(a)  the  effect  of  digitalis  on  changes  in  the  amplitude  of  contractions 
with  fixed  amounts  of  calcium,  and  with  amounts  of  calcium  neces- 
sary to  evoke  a  fixed  proportion  of  the  whole  contractile  material; 


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THERAPEUTIC  USE  OF  DIGITALIS  49 

(b)  on  the  amount  of  tonus  produced  by  a  given  amount  of  calcium 
and  vice  versa;  and  (c)  on  the  amount  of  shortening  of  the  refractory 
period  produced  by  a  given  amount  of  calcium.  Not  only  was 
calcium  more  effective  but  less  calcium  was  required  to  produce 
constant  effects  after  the  heart  had  been  exposed  to  digitalis.  The 
response  of  the  heart  to  calcium  could  be  increased  five  to  tenfold  by 
treating  it  with  digitalis,  the  effects  of  which  persisted  after  the  drug 
was  withdrawn.  The  amount  of  calcium  necessary  to  allow  normal 
contractions  may  produce  systolic  standstill  of  a  digitalized  heart. 
A  difference  was  noted  in  this  respect,  however,  in  hearts  that  had 
been  long  perfused  and  in  fresh  hearts,  digitalis  causing  more  marked 
effects  in  the  latter. 

Burridge  believes  that  digitalis  may  be  considered  as  a  cardiac 
"lubricant,"  and  should  be  classed  with  the  secretions  of  the  adrenals 
and  pituitary  gland  in  this  regard. 

Loewi  (104)  has  also  studied  the  relation  of  the  effects  of  calcium 
and  digitalis.  He  is  of  the  opinion  that  in  cases  of  heart  disease  the 
capacity  of  the  heart  for  stimulation  by  the  physiological  calcium 
content  of  the  blood  is  depressed.  Strophanthin,  Loewi  believes, 
brings  the  sensitiveness  of  the  heart  to  calcium  back  to  normal. 

These  studies  on  the  perfused  heart  represent  conditions  so  far 
removed  from  those  obtained  in  the  treatment  of  heart  disease  that 
direct  application  is  unwarranted.  On  the  other  hand,  the  work  of 
Burridge  and  Loewi  is  very  interesting  and  should  not  be  lost  sight  * 
of  in  attempts  to  find  the  fundamental  principles  underlying  the 
action  of  digitalis  on  the  human  heart. 

Levine  (92)  has  discussed  the  question  of  whether  the  action  of  the 
digitalis  bodies  on  the  heart  is  a  physical  or  a  chemical  process.  His 
review  of  the  work  bearing  on  this  question  shows  how  difficult  it  is 
to  find  its  answer.  Certain  facts  indicate  that  probably  chemical 
changes  and  physical  action  each  play  a  part.  -  The  general  condition 
of  the  heart,  the  temperature,  rate  and  pressure  of  the  perfusion 
system,  and  its  organic  and  inorganic  constituents  are  all  factors 
difficult  to  resolve.  Levine's  perfusion  experiments  with  strophan- 
thine have  led  him  to  believe  that  the  heart  utilizes  only  a  small 
portion  (in  the  neighborhood  of  10  per  cent)  of  the  drug  to  which  it 
is  exposed,  regardless  of  the  concentration  at  which  it  reaches  the 
heart. 


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JAN.  11 

* 

UP*-: 

**"!    .- 

50  dTrftNȴ-ftefinrsbN 

A  toxic  effect  results  when  the  heart  has  taken  up  a  certain  total  of  the 
drug,  which  is  a  definite  small  fraction  of  its  own  weight  If  this  theory 
be  correct,  it  explains  why,  in  concentrated  solutions,  the  total  amount  is 
not  important,  for  the  small  part  that  is  taken  out  by  the  heart  does  not 
appreciably  alter  the  concentration,  while  when  very  dilute  solutions  or 
small  quantities  are  used,  the  amount  taken  up  by  the  heart  diminishes  the 
remaining  concentration  appreciably;  that  is,  the  "digitalis  pressure" 
becomes  lessened.  In  these  experiments,  the  rapid  injections  forced  an 
adequate  amount  of  strophanthin  into  the  heart  rapidly,  and  produced  the 
toxic  effect;  in  the  slow  injections,  the  same  total  amount  of  the  drug  was 
taken  up  by  the  heart,  only  more  slowly. 

2.  The  effect  on  the  cardio-inkibtiory  mechanism. 

Since  the  demonstration  by  the  Weber  brothers  of  the  cardio- 
inHibitory  mechanism,  much  interest  has  been  shown  in  its  relation 
to  the  action  of  drugs  affecting  the  heart,  and  pharmacologists  have 
had  to  take  into  account  the  possibility  of  indirect  action  of  drugs  on 
the  heart  through  its  nervous  mechanism.  The  illuminating  analysis 
of  the  cardiac  action  of  the  vagi  by  Engelmann  has  been  of  much 
value  in  attempts  to  understand  the  action  of  drugs  affecting  the 
heart.  He  showed  that  the  heart  possessed  the  properties  of  contrac- 
tility, conductivity,  rhythmicity  and  irritability,  and  that  all 
these  properties  were  depressed  when  the  vagus  nerves  were  stimu- 
lated. This  conception  has  not  only  done  much  to  form  a  basis  for 
the  explanation  of  abnormalities  of  the  heart  beat,  but  it  has  also 
been  useful  in  understanding  the  effects  that  digitalis  exerts  on  the 
heart. 

a.  Vagus  stimulation.  Traube  was  the  first  experimenter  to  find 
that  cutting  the  vagus  nerves  altered  the  effect  of  digitalis  on  the 
heart.  His  later  studies  led  him  to  conclude  that  digitalis  stimulated 
the  cardio-inhibitory  centre  in  the  medulla,  and  affected  the  heart 
through  the  vagi.  Acketmann,  according  to  Boehm  (6)  demonstrated 
in  1871  that  digitalis  failed  to  slow  the  heart  of  animals  after  atropin 
had  been  injected.  Boehm,  who  was  also  one  of  the  earliest  experi- 
menters with  digitalis,  concluded  from  his  work  with  frogs,  that  the 
drug  heightened  the  irritability  of  an  inhibitory  centre  in  the  heart, 
and  thus  increased  the  susceptibility  of  the  heart  to  vagus  action. 


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THERAPEUTIC  USE  OF  DIGITALIS  51 

Cushny  (29)  made  an  important  contribution  to  the  action  of 
digitalis  by  his  studies  on  the  mammalian  heart.  He  showed  that  the 
drug  acted  both  by  direct  action  on  the  muscle  and  by  stimulation  of 
the  cardio-inhibitory  centre.  He  divided  its  action  into  the  inhibitory 
and  the  muscular  stages,  and  concluded  that  the  beneficial  stage  of 
its  effect  in  heart  disease  resulted  from  its  action  on  the  heart  muscle, 
while  its  inhibitory  action  was  undesirable  from  the  therapeutic 
standpoint.  The  fact  that  digitalis  has  two  modes  of  action  on 
the  heart  has  made  it  difficult  to  reach  definite  conclusions  as  to 
their  relative  importance,  and  to  give  a  clear  conception  of  its  effects. 

Although  the  vagus  effects  of  digitalis  have  been  considered  by  most 
students  of  the  subject  to  result  entirely  from  the  direct  stimulation 
the  cardio-inhibitory  centre,  other  opinions  have  been  held.  Schmicde- 
berg  (140)  considers  that  vagus  stimulation  is  secondary  to  the 
increased  blood  flow  produced  by  the  action  of  digitalis  on  the  heart 
muscle.  Kockmann  (89)  concluded  from  his  experiments  on  dogs 
that  digitalis  causes  slowing  of  the  heart  at  least  in  part  by  stimulation 
of  the  peripheral  end  of  the  vagi.  He  obtained  cardiac  slowing  in 
dogs  by  intravenous  injections  of  various  digitalis  bodies  after  the 
vagi  had  been  cut  and  found  that  this  slowing  was  replaced  by  ac- 
celeration when  atropin  was  given.  Etienne  (50)  repeated  these 
experiments  and  was  unable  to  confirm  Kockmann' s  observations. 

Green  and  Peeler  (60)  studied  the  action  of  digitalis  on  the  cardio- 
inhibitory  centre  when  perfused  through  the  isolated  head  and  brain 
of  the  turtle.  In  their  experiments,  the  head  was  completely  isolated 
from  the  general  circulation,  and  all  tissues  in  the  neck  region  except 
the  vagus  nerves  were  severed;  the  connection  through  the  nerves 
being  the  only  one  maintained  between  the  head  and  the  body.  The 
cardiac  movements  were  recorded  by  a  direct  attachment  of  the  ven- 
tricular apex  to  the  recording  lever.  They  found  that  when  digitalis 
was  perfused  through  the  turtle's  brain,  the  cardio-inhibitory  centre 
was  strongly  stimulated  and  that  not  only  was  the  rhythm  of  the 
heart  inhibited,  but  the  conduction  of  the  cardiac  impulses  was  also 
depressed.  The  weight  of  evidence  is  strongly  in  favor,  therefore,  of 
the  conception  that  the  vagus  effects  of  digitalis  on  the  heart  are 
mainly  or  entirely  the  result  of  the  direct  stimulation  of  the  cardio- 
inhibitory  centre,  although  other  factors  may  take  some  minor  part 
in  their  production. 


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52  6.  CANBY  ROBINSON 

b.  The  effect  on  cardiac  rate.  The  two  chief  cardiac  effects  of  digw  f* 
talis  stimulation  of  the  vagus  centre  are  slowing  of  cardiac  rate  and 
depression  of  conduction  of  the  cardiac  impulse  from  auricles  to 
ventricles.  The  other  cardiac  effects  of  vagus  activity,  inhibition  of 
contractility  and  of  irritability  may  be  masked  or  overcome  by  the 
effect  of  the  drug  directly  on  the  heart  muscle,  for  they  are  not  ob- 
served. 

Reduction  of  the  rate  of  the  heart  beat  was  the  first  digitalis  effect, 
to  attract  attention  in  experiments  on  animals,  and  these  observations 
profoundly  influenced*  the  conceptions  regarding  the  therapeutic 
use  of  the  drug.  Digitalis  has  been  used  by  physicians  for  many  years 
with  the  expectation  of  slowing  the  heart  rate  of  patients  in  the  same 
manner  in  which  slowing  is  produced  in  animals.  It  is  true  that  the 
reduction  of  the  accelerated  cardiac  rate  is  without  doubt  the  most 
important  effect  of  digitalis  in  heart  disease  but  this  valuable  effect 
occurs  in  a  striking  manner  only  in  one  form  of  cardiac  disturbance, 
namely,  auricular  fibrillation,  in  which  digitalis  accomplishes  the 
reduction  of  cardiac  rate  by  an  action  quite  different  from  that  causing 
the  slowing  observed  in  animals  and  in  man  with  normally  beating 
hearts.  This  point  will  be  discussed  later  when  the  use  of  the  drug  in 
auricular  fibrillation  is  considered,  but  to  avoid  confusion,  it  is  neces- 
sary to  draw  the  distinction  at  this  time  between  the  action  of  digitalis 
on  the  normally  beating  heart  and  on  the  heart  in  which  the  auricles 
are  in  a  state  of  fibrillation.  It  is  only  when  these  two  conditions  are 
differentiated  that  reliance  can  be  placed  on  statements  regarding  the 
influence  of  the  therapeutic  action  of  digitalis  on  the  cardiac  rate. 
As  it  was  not  possible  to  determine  with  certainty  the  existence  of 
auricular  fibrillation  before  the  employment  of  the  electrocardiograph, 
only  the  literature  of  approximately  the  last  ten  years  can  be  said  to 
furnish  reliable  evidence  on  this  point. 

The  question  under  discussion  here  is  the  ability  of  digitalis  to  slow 
the  rate  of  impulse  formation  in  the  normally  beating  human  heart  by 
inhibition  through  the  vagi  of  the  rate  of  impulse  formation. 

Divergent  opinions  have  been  expressed  by  various  students  of 
digitalis.  Wenckebach  (155)  states  that  the  regularly  beating  heart 
is  slowed  by  the  action  of  digitalis  on  the  vagus  nerves  and  compared 
its  action  to  the  effect  obtained  by  stimulation  of  the  vagi  by  pressure 


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THERAPEUTIC  USE  OF  DIGITALIS  53 

over  their  trunks  in  the  neck.  On  the  other  hand,  the  drug  was  found 
to  have  almost  no  effect  in  most  cases  with  normal  rhythm  in  the 
series  carefully  studied  by  Mackenzie  (107).  He  observed  occasion- 
ally, however,  striking  slowing  of  the  cardiac  rate  in  cases  with  normal 
rhythm  following  the  administration  of  digitalis,  which  he  thinks  is 
possibly  due  to  the  stimulation  of  the  vagus  nerves  by  the  drug. 
Cushny  (29)  observed  slowing  of  the  heart  in  6  of  18  patients  with 
normally  beating  hearts  to  whom  full  doses  of  digitalis  were  given. 
The  relation  of  the  slowing  in  the  cases  in  which  it  does  occur  due  to 
vagus  action  was  studied  later  by  Cushny,  Mams  and  Silverberg 
(32).  They  noted  the  effect  of  vagus  paralysis  by  a  tropin  in  patients 
affected  by  digitalis,  and  attempted  to  distinguish  between  the  effects 
of  the  drug  directly  on  the  heart  muscle  and  those  induced  through 
vagus  stimulation.  They  concluded  that  the  effects  produced  through 
the  vagi  do  not  play  any  part  in  the  beneficial  action  of  the  drug. 

Conn  and  Fraser  (22)  have  reported  repeated  observations  on  the 
effect  of  digitalis  on  twelve  patients  with  normally  beating  hearts. 
Daily  electrocardiograms  were  taken  and  the  drug  was  administered 
until  a  disturbance  in  the  rhythm  of  the  heart  was  effected,  at  which 
time  the  patients  usually  had  gastric  symptoms.  In  regard  to  the 
effect  of  digitalis  on  the  heart  rate  they  say: 

Slowing  of  the  heart,  even  when  the  rhythm  is  normal,  is  still  taken  in 
many  quarters  as  a  measure  of  the  efficiency  of  digitalis.  The  slowing  of 
the  heart  which  takes  place  after  the  onset  of  the  symptoms  of  intoxication 
can  hardly  be  taken  to  be  of  benefit  But  before  the  symptoms  occurred, 
slowing  took  place  in  only  one  patient,  and  this  one  was  the  subject  of 
abrupt  fluctuations  in  rate  without  the  use  of  drugs.  Slowing  was  observed 
in  five  more  patients,  but  not  until  two  days  after  rather  severe  symptoms 
of  intoxication  had  set  in.  Two  of  these  patients  had  quite  normal  hearts, 
anatomically  and  functionally.  It  appears  then  that  if  the  patients  are 
divided  into  two  groups,  those  in  whom  slowing  occurs  before  and  those  in 
whom  it  occurs  after  the  onset  of  digitalis  intoxication,  slowing  will  rarely 
be  observed  in  the  first  group — and  the  slowing  which  is  observed  in  the 
second  group  is  an  effect  which  can,  in  the  long  run,  scarcely  be  desirable. 

In  a  later  publication,  Cohn  (20)  states: 


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54  G.  CANBY  ROBINSON 

We  have  been  led  to  conclude  from  our  observations  that  digitalis  slows 
the  sinus  rhythm  only  in  the  group  of  hypodynamic  hearts,  and  that  to 
produce  slowing  is  not  a  primary  function  of  digitalis  in  therapeutic  doses. 

White  and  Sattler  (160)  report  the  effects  of  large  doses  of  digitalis 
on  ten  healthy  young  adults.  The  effects  of  the  drug  were  observed 
by  daily  electrocardiograms.  Marked  slowing  occurred  in  two  sub- 
jects, the  heart  rate  reaching  43  beats  per  minute  in  each  instance. 
In  two  other  subjects,  the  heart  rate  became  lower  than  usual  at  night 
when  under  the  influence  of  the  drug.  In  the  other  six  cases,  no 
change  in  heart  rate  occurred. 

Parkinson  (119)  administered  digitalis  in  full  doses  to  20  soldiers 
with  cardiac  symptoms,  a  rapid  pulse  rate  and  with  normally  beating 
hearts.  (Effort  syndrome.)  He  reports  that  the  heart  rate  was  re- 
duced but  little,  and  that  the  group  of  patients  was  scarcely  influenced 
by  digitalis.  Pratt  (122)  states  that  his  experience  with  digitalis 
confirms  the  findings  of  Mackenzie  and  Cohn  and  Fraser  that  digitalis 
rarely  slows  the  rate  of  normally  beating  hearts  until  toxic  symptoms 
are  produced. 

Robinson  (130)  has  reported  the  effects  of  large  single  doses  of 
digitalis  on  a  series  of  approximately  one  hundred  patients,  and  al- 
though striking  effects  were  obtained  in  cases  with  auricular  fibrilla- 
tion, practically  no  change  in  the  heart  rate  was  observed  in  patients 
with  normally  beating  hearts  to  whom  the  same  amounts  of  digitalis 
were  given. 

On  the  other  hand  Sutherland  (147)  reports  slowing  of  the  normally 
beating  heart  by  digitalis.  He  treated  a  series  of  cases  of  rheumatic 
heart  disease  with  rapid  cardiac  rates,  usually  in  children  or  in  young 
patients.  He  states  that  digitalis  caused  slowing  of  the  cardiac  rate 
practically  uniformly  and  the  results  in  these  cases  were  as  definitely 
good  as  those  usually  seen  in  cases  of  auricular  fibrillation. 

McCulloch  and  Rupe  (112a)  have  quite  recently  confirmed  Suther- 
land's observations.  They  studied  the  effects  of  the  drug  on  a  series 
of  children  with  heart  disease,  and  found  that  slowing  of  the  heart- 
rate  of  ten  or  more  beats  occurred  so  constantly  when  full  therapeutic 
doses  were  given,  that  this  effect  could  be  used  as  a  sign  of  digitalis 
action.  They  recommend  the  use  of  the  drug  in  children  with  heart 
disease  for  the  purpose  of  slowing  the  heart  rate  when  it  is  more  or  less 


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THERAPEUTIC  USB  OF  DIGITALIS  55 

persistently  accelerated,  and  when  such  causes  of  acceleration  as 
pain,  fatigue,  excitement  and  fever  have  been  removed. 

Pardee  (118a)  has  also  observed  slowing  of  the  normally  beating 
heart  following  the  administration  of  large  single  doses  of  the  tincture. 
The  onset  of  the  slowing  in  the  nine  cases  studied  was  noted  to  occur 
before  the  changes  in  the  T  wave  of  the  electrocardiogram  in  three 
patients.  The  two  effects  occurred  synchronously  in  four  patients, 
while  the  T  wave  changes  occurred  first  in  two.  The  heart  was  con- 
sidered as  slowed  when  the  rate  was  found  to  be  ten  beats  per  minute 
slower  after  the  drug  was  given  than  in  several  counts  before.  The 
size  of  the  single  doses  was  determined  by  giving  1  minim  of  a  fairly 
good  tincture  per  pound  of  body  weight. 

Certain  facts  that  have  been  demonstrated  by  animal  experiments 
seem  to  show  why  the  reduction  of  the  cardiac  rate  is  not  more  often 
seen  in  patients.  Halsey  (63)  found  that  the  dose  which  causes  slow- 
ing and  other  signs  of  vagu^  stimulation  lay  between  30  and  40  per 
cent  of  the  minimum  lethal  dose  of  g-strophanthin,  of  digipuratum  and 
of  a  fluid  extract  of  digitalis  given  intravenously  in  dilute  solutions  in 
about  fifteen  minutes.  Robinson  and  Wilson  (134)  slowly  adminis- 
tered a  diluted  tincture  of  digitalis  intravenously  into  a  series  of  cats 
and  followed  the  effects  of  the  drug  by  electrocardiograms.  In  these 
experiments,  the  heart  rate  was  slowed  gradually,  the  effect  being 
first  seen  with  about  25  per  cent  of  the  minimum  lethal  dose,  while 
the  maximum  slowing  occurred  when  about  70  per  cent  of  the  mini- 
mum lethal  dose  had  been  given.  In  a  second  series  of  cats  in  which 
the  vagi  had  been  cut,  practically  no  slowing  of  the  heart  rate  was 
observed. 

It  seems  evident  that  the  amount  of  digitalis  which  is  necessary  to 
stimulate  the  cardio-inhibitory  centre  sufficiently  to  cause  slowing  of 
the  heart-beat  is  usually  greater  than  the  amount  that  can  be  given 
to  patients  without  the  production  of  toxic  symptoms.  However, 
individuals  whose  vagus  centres  are  more  easily  stimulated  than  usual 
or  whose  hearts  are  unusually  susceptible  to  the  slowing  action  of  the 
vagi,  are  exceptions  to  this  rule.  Children  apparently  fall  into  this 
category.  It  is  evident  that  the  reduction  of  the  rate  of  the  normally 
beating  heart  should  no  longer  be  looked  upon  as  an  effect  which 
digitalis  should  be  expected  to  produce  at  least  in  adults  although  such 
an  effect  is  desirable  in  many  cases,  of  heart  disease. 


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56  G.  CANBY  ROBINSON 

c.  The  effect  on  conduction.  The  depression  of  the  conduction  of 
the  cardiac  impulse  between  the  auricles  and  ventricles  has  already 
been  discussed  briefly  as  a  toxic  manifestation  of  digitalis.  As 
this  effect  plays  an  important  part  in  the  therapeutic  action  of  the 
drug,  and  as  it  is  at  least  in  part  brought  about  through  the  cardio* 
inhibitory  mechanism,  it  deserves  further  consideration  at  this  point. 

The  experimental  studies  of  von  Tabora  (148)  drew  attention  to 
the  fact  that  digitalis  depresses  conduction  through  its  action  on  the 
cardio-inhibitory  centre.  He  concluded  that  this  effect  is  produced 
both  through  the  vagi  and  by  the  direct  action  of  the  drug  on  the 
conducting  pathway.  He  also  showed  that  digitalis  is  more  effec- 
tual in  animals  when  the  A-V  bundle  had  been  injured. 

Although  the  clinical  recognition  of  the  influence  of  digitalis  on  con- 
duction has  been  general  since  it  was  first  pointed  out  in  patients  by 
Mackenzie  (106)  there  has  been  a  discussion  as  to  whether  it  should  be 
regarded  mainly  as  an  effect  of  vagus  stimulation  or  as  an  effect 
produced  by  the  direct  action  of  the  drug  on  the  heart. 

Although  the  general  opinion  seems  to  favor  the  idea  that  vagus 
stimulation  is  largely  responsible  for  the  effects  of  digitalis  on  conduc- 
tion, Cushny,  Marris  and  Silverberg  (32)  concluded  from  their  study 
of  this  problem  on  patients  that  the  cardio-inhibitory  mechanism  is 
of  minor  importance,  and  they  emphasize  the  direct  action  of  digitalis 
on  the  heart.  Cushny  (31)  expresses  the  opinion  in  a  later  publica- 
tion, however,  that  digitalis  may  effect  conduction  by  either  method, 
and  the  condition  of  the  heart  is  the  factor  determining  which  of  the 
two  methods  will  predominate.  He  seems  to  believe  that  in  normal 
hearts  the  conduction  is  depressed  through  the  inhibitory  mechanism; 
while  in  diseased  hearts,  where  conduction  is  already  damaged, 
heart-block  or  delayed  conduction  is  caused  by  the  direct  action  of  the 
drug. 

Wedd  (152)  who  studied  the  effect  of  atropin  after  full  doses  of 
digitalis  in  a  large  series  of  cases,  concludes  that  in  all  cases  the  action 
of  digitalis  is  both  central,  in  the  medulla,  and  local,  in  the  myocar- 
dium. He  observed  that  in  100  per  cent  of  his  cases  of  auricular 
fibrillation,  and  in  76  per  cent  of  those  with  normal  mechanism,  the 
heart  rate  failed  to  return  after  atropin  injections,  to  the  level  at 
which  it  was  before  being  slowed  by  digitalis.    He  believes  that  it  is 


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THERAPEUTIC  USE  OF  DIGITALIS  57 

possible  to  measure  the  local  action  of  the  drug  by  the  degree  which 
atropin  fails  to  restore  the  heart  to  its  original  rate.  Wedd  considers 
that  Cushny  has  perhaps  gone  too  far  in  ignoring  the  action  of  digitalis 
on  the  cardio-inhibitory  centre  in  certain  types  of  heart  disease, 
in  which  the  local  action  on  conduction  seems  to  predominate. 

The  observations  of  Cohn  and  Fraser  (22)  show  clearly  the  manner 
by  which  digitalis  affects  the  conduction  of  normally  beating  hearts 
when  presumably  not  extensively  damaged  by  disease.  The  twelve 
patients  to  whom  digitalis  was  given  until  symptoms  of  intoxication 
appeared,  were  studied  by  means  of  electrocardiograms.  In  all  but 
one,  conduction  was  affected  by  the  drug,  as  evidenced  by  lengthened 
conduction  time  or  by  blocked  auricular  impulses.  The  adminis- 
tration of  atropin  by  subcutaneous  injections  caused  the  conduction 
to  return  practically  to  its  normal  condition,  in  all  cases,  regardless 
of  the  degree  of  depression  that  had  been  present.  It  is  evident  there- 
fore that  in  these  cases  the  effect  on  conduction  was  entirely  produced 
by  stimulation  of  the  cardio-inhibitory  mechanism,  as  it  was  abolished 
with  vagus  paralysis.  The  interesting  observation  was  also  made 
that  the  rate  of  the  heart  when  reduced  was  not  restored  by  atropin  in 
a  manner  that  paralleled  the  restoration  of  conduction. 

White  and  Sattler  (160)  confirmed  these  observations  in  ten  healthy 
young  adults.  They  found  that  atropin  completely  removed  the 
effect  of  digitalis  on  auricula-ventricular  conduction,  and  they  con- 
cluded that  the  effect  on  conduction  was  almost  entirely,  if  not 
entirely  due  to  increase  of  vagal  tone  and  irritability. 

The  foregoing  observations  demonstrate  that  the  conducting  system 
is  capable  of  being  effected  by  digitalis  when  the  heart  is  presumably 
normal.  However,  depression  of  conduction  does  not  become  marked 
until  large  doses  are  given.  Cohn  (20)  has  observed  delayed  con- 
duction forty-eight  hours  after  the  administration  of  the  drug  was 
begun,  and  in  many  instances,  the  conduction  time  gradually 
lengthened  during  the  succeeding  three  to  five  days  until  partial  block 
occurred.  Heart  block  may  occur,  however,  with  extreme  abruptness 
within  a  few  hours.  In  the  healthy  young  subjects  studied  by  White 
and  Sattler  (160)  the  first  effects  on  conduction  were  seen  after  1.5 
to  1.8  grams  of  the  leaf  had  been  administered;  but  there  was  no 
marked  prolongation  of  the  conduction  time  until  2.7  grains  had  been 


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58  G.  CANBY  ROBINSON 

taken.  This  latter  dose  is  about  that  which,  on  an  average,  produces 
toxic  symptoms. 

There  is  no  doubt  that  in  heart  disease  when  the  tissues  of  the  con- 
ducting pathway  are  damaged,  digitalis  heart-block  may  be  produced 
by  much  smaller  doses  of  the  drug  than  those  producing  it  in  normal 
hearts,  but  it  can  no  longer  be  said  that  digitalis  produces  heart- 
block  only  in  hearts  in  which  the  conducting  mechanism  is  already 
damaged.  The  problem  of  the  conduction  effects  of  digitalis  in 
heart  disease  is  a  complicated  one,  and  considerable  light  is  still  needed 
on  this  subject  for  its  complete  understanding. 

Depression  of  conduction  may  be  an  important  factor  in  the 
beneficial  effects  of  digitalis  in  two  ways.  In  the  first  place,  it  prevents 
the  improper  stimulation  of  the  ventricles  by  the  auricles.  As  will 
be  seen  when  auricular  fibrillation  is  discussed,  the  ability  of  digitalis 
to  prevent  stimuli  from  reaching  the  ventricles  is  of  paramount  im- 
portance in  the  treatment  of  certain  forms  of  heart  disease.  In 
the  second  place,  depression  of  conduction  allows  a  longer  period  to 
elapse  between  auricular  and  ventricular  systole,  and  Cohn  and  Fraser 
(22)  have  suggested  that  this  may  be  a  matter  of  some  importance 
in  the  treatment  of  patients  who  have  mitral  stenosis.  They  point 
out  that  in  these  patients, 

the  initial  and  most  important  of  the  factors  which  tend  to  disturb  the 
circulation  is  the  narrow  auriculo-ventricular  orifice,  which  prevents  the 
complete  empyting  of  the  left  auricle  within  the  time  allowed  before  the 
ventricles  contract.  If  one  could  lengthen  the  conduction  time  and  could 
keep  it  lengthened,  thus  separating  the  contractions  of  the  auricles  and 
ventricles  as  widely  as  possible,  much  aid  could  be  given  patients  of  this 
class  in  maintaining  a  satisfactory  circulation.  There  is  reason  to  believe 
that  this  can  be  done. 

3.  The  effects  on  the  blood  vessels 

a.  The  effect  on  blood  pressure.  Cushny  (28)  states  that  Blake 
discovered  in  1839  that  digitalis  caused  an  elevation  of  blood  pressure 
in  experimental  animals.  From  that  time  until  quite  recently, 
this  effect  and  the  effect  on  the  heart  rate  have  almost  predominated 
the  field  of  digitalis  action.  It  was  generally  believed  that  the  arterial 
pressure  was  raised  by  increased  force  of  the  ventricular  contractions 


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THERAPEUTIC  USE  OF  DIGITALIS  59 

and  by  the  constriction  of  the  blood  vessels.  It  is  an  interesting  fact 
that  neither  of  these  effects  has  been  demonstrated  in  man  as  a  direct 
action  of  the  drug,  although  there  is  indirect  evidence  that  the  first 
of  these  effects  occurs,  as  was  pointed  out,  when  the  action  of 
digitalis  on  the  heart  muscle  was  considered.  The  effect  of  digitalis 
on  the  blood  pressure  is  of  such  importance  that  it  is  desirable  to 
consider  briefly  some  of  the  experimental  work  bearing  on  this  subject 
before  reviewing  the  more  recent  clinical  studies. 

The  chief  exponents  of  the  idea  that  digitalis  has  a  direct  action  on 
the  blood  vessels  have  been  Gottlieb  and  the  members  of  his  school. 
Numerous  investigations  have  been  reported  from  his  laboratory 
bearing  on  this  subject. 

The  most  important  study  to  lead  to  the  belief  that  the  digitalis 
bodies  are  capable  of  producing  marked  vascular  constriction  through 
direct  action  on  the  vessel  walls  has  been,  according  to  Eggleston 
(43)  that  of  Gottlieb  and  Magnus,  published  in  1902.  By  the  use  of 
doses  of  various  digitalis  bodies  which  were  five  to  fifteen  times  the 
minimum  lethal  dose,  they  produced  striking  elevation  of  blood  pres- 
sure in  experimental  animals,  which  was  in  part  caused  by  constriction 
of  the  splanchnic  vessels  by  direct  action  of  the  drug  upon  their  walls. 

Among  other  publications  from  Gottlieb's  laboratory  which  are  of 
interest,  several  may  be  mentioned.  Kasztan  (87)  in  1910  showed 
that  when  Ringer's  solution  containing  not  more  than  0.05  mgm. 
of  crystalline  strophanthin  to  100  cc.  was  perfused  through  the  kidneys 
of  dogs,  cats  and  rabbits,  arterial  dilatation  took  place;  while  if  the 
solution  contained  0.1  mgm.  of  strophanthin,  arterial  constriction 
occurred.  The  weaker  solution  when  perfused  through  the  intestinal 
vessels,  however,  caused  them  to  constrict.  This  work  was  confirma- 
tory of  that  of  Jonescu  and  Loewi  (85) ,  who  considered  that  dilatation 
of  the  renal  vessels  occurred  as  a  direct  peripheral  effect  on  the  vessels. 
Fahrenkamp  (51)  repeated  the  work  of  Kasztan,  using,  however, 
digitoxin  instead  of  strophanthin.  He  obtained  an  effect  on  the  renal 
and  intestinal  vessels,  similar  to  that  observed  by  Kasztan.  He  found 
further  that  concentrations  of  digitoxin  which  contracted  the  kidney 
and  intestinal  arteries  had  no  effect  on  the  vessels  of  the  skin  and 
muscles.  Cats  and  rabbits  were  used,  and  Fahrenkamp  found  that 
0.7  mgm.  of  digitoxin  per  100  cc.  Ringer's  solution  caused  dilatation 


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60  6.  CANBY  ROBINSON 

of  the  renal  vessels  of  the  cat;  that  0.48  mgm.  produced  the  same 
effects  in  rabbits,  and  that  1.2  mgm.  of  digitoxin  caused  contraction 
of  these  vessels  in  both  animals. 

Later  Joseph  (86)  investigated  a  similar  subject  in  Gottlieb's 
laboratory  and  studied  simultaneously  the  effect  of  small  doses  of 
strophanthin  and  digitalis  (digipuratum)  on  the  heart  and  on  the 
vessels.  He  attempted  to  use  doses  comparable  to  those  employed 
in  the  therapeutic  use  of  these  drugs;  but,  as  a  matter  of  fact,  his 
doses  appear  to  be  considerably  larger  as  a  rule.  He  found  that  in 
rabbits  and  cats  the  action  of  these  drugs  on  the  heart  and  on  the 
vessels  are  not  synchronous  and  that  they  seem  therefore  to  be  in- 
dependent. Digitalis  was  found  to  cause  at  first  a  dilatation  and  then 
a  constriction  of  the  vessels,  which  in  the  intestines,  outlasted  all 
other  effects.  The  kidney  vessels  dilate  while  the  intestinal  vessels 
contract.  Joseph  considers  that  he  succeeded  in  demonstrating  vas- 
cular effects  with  any  dose  that  affected  the  heart.  The  slowly  de- 
veloping and  persistent  narrowing  of  the  intestinal  vessels  is  the 
most  frequent  and  most  striking  digitalis  effect  which  he  observed. 

Gottlieb  (59)  has  laid  great  stress  on  these  and  similar  investiga- 
tions. He  holds  the  view  that  the  power  of  digitalis  to  alter  the  size 
of  important  vascular  systems  is  of  prime  importance,  and  that  the 
alteration  of  the  distribution  of  the  blood  which  digitalis  causes  is  the 
main  factor  in  its  curative  action.  He  believes  also  that  the  vascular 
changes  caused  by  digitalis  are,  in  large  measure,  responsible  for  an 
elevation  of  the  blood  pressure  in  man  when  the  drug  is  given  in 
therapeutic  doses. 

Krehl  (90)  has  also  recently  stated  that  he  considered  the  best  re- 
sults from  the  use  of  digitalis  were  obtained  in  patients  in  which  there 
is  altered  blood  distribution. 

Eggleston  (43)  has  recently  published  a  critical  review  of  the 
investigations  of  the  Gottlieb  school  and  has  commented  upon  their 
bearing  on  the  question  of  blood  pressure  changes  caused  by  digitalis 
in  man.  He  points  out  especially  the  great  divergence  in  dosage 
under  the  two  conditions  and  says 

it  must  be  quite  obvious  to  anyone  who  gives  the  matter  a  moment's 
thought  that  it  is  utterly  fallacious  to  reason  from  such  experiments  that 
similar  effects  would  be  produced  in  man  from  the  therapeutic  use  of 
digitalis  or  its  congeners. 


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THERAPEUTIC  USE  OF  DIGITALIS  61 

The  discovery  that  elevation  of  blood  pressure  is  not  a  constant  or 
conspicuous  effect  of  digitalis  in  man  occurred  when  the  sphygmo- 
manometer was  introduced  into  clinical  medicine,  and  when  accurate 
objective  observation  began  to  replace  deductions  from  animals  and 
observations  strongly  influenced  by  preconceived  ideas.  In  1901 
Sahli  (quoted  by  Eggleston)  stated  that  in  cases  with  circulatory 
stasis  and  high  blood  pressure,  digitalis  not  only  relieved  the  stasis, 
but  also  very  often  reduced  the  blood  pressure  by  from  30  to  40  mm. 
of  mercury.  The  findings  of  Sahli  have  been  amply  confirmed  by 
such  careful  students  of  the  effects  of  digitalis  on  man  as  Mackenzie 
(108),  Cushny  (29)  and  Cohn  (21).  Eggleston  (43)  has  summarized 
the  findings  of  a  number  of  observers1  who  have  studied  the  effect  of 
digitalis  on  blood  pressure.    He  says: 

We  find  that  the  systolic  blood  pressure  was  recorded  for  181  cases. 
In  66  of  these,  or  about  36  per  cent,  the  systolic  pressure  is  stated  to  have 
risen  or  to  have  tended  to  rise;  in  57  or  31  per  cent,  it  fell;  and  in  58,  or 
32  per  cent,  it  is  recorded  as  having  shown  no  change.  In  116  instances  in 
which  the  diastolic  pressure  is  mentioned,  it  is  stated  to  have  been  increased 
in  24,  or  15  per  cent;  and  to  have  fallen  in  76  or  65  per  cent.  While  the 
actual  extent  of  the  changes  is  not  always  stated,  it  would  seem  that  digitalis 
is  about  as  likely  to  influence  the  systolic  pressure  in  one  direction  as  in 
another,  or  not  to  alter  it  at  all.  With  the  diastolic  pressure,  however,  the 
chances  are  nearly  two  to  one  that  digitalis  will  cause  some  reduction,  and 
the  chances  are  more  than  three  to  one  in  favor  of  its  reducing  if  as  com- 
pared with  the  likelihood  of  its  raising  it.  Other  things  being  equal,  this 
evidence  certainly  does  not  point  to  the  occurrence  of  any  marked  vaso- 
constrictor action  of  the  drug  in  man.  The  opinions  expressed  by  the 
several  authorities  cited  are  in  very  general  agreement  that  digitalis  has 
little  constant  influence  on  the  systolic  blood-pressure  when  used  therapeu- 
tically, and  some  even  go  so  far  as  to  suggest  that  it  actually  often  causes 
some  vasodilatation  which  would  account  for  the  reductions  observed  in 
the  diastolic  pressure. 

Eggleston's  own  observations  have  been  perhaps  the  most  valuable 
contribution  to  the  study  of  the  influence  of  digitalis  on  blood  pressure 

1  The  work  here  summarized  is  that  of  Czyhkrz,  Gross,  Neu,  Geisbock,  Schwartz, 
FeDner,  Szinnyei,  Price,  Lawrence  and  Cadbury.  References  to  their  papers  are  given 
by  Eggleston. 


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62  G.   CANBY  ROBINSON 

in  man.  The  various  conditions  of  the  study  were  carefully  controlled. 
An  assayed  extract  of  digitalis  or  digitoxin  in  the  form  of  tablet 
triturates  or  of  the  granules  of  Nativelie's  digitaline  crystaliste  were 
given  in  large  doses.  The  full  amount  calculated,  according  to  body 
weight,  was  administered  in  twelve  or  eighteen  hours  and  the  effects 
of  the  drug  on  the  heart  were  followed  by  polygraphic  and  elec- 
trocardiographic methods.  The  blood  pressure  was  recorded  for 
three  days  before  and  three  days  after  the  drug  was  given.  Eggle- 
ston's  series  consist  of  14  patients,  6  of  whom  had  high  initial  pressure 
while  8  had  normal  or  low  initial  pressure.  His  study  revealed  the 
fact  that 

the  administration  of  large  doses  of  digitalis  or  digitoxin  has  very  little 
tendency  to  elevate  the  systolic  pressure,  this  having  been  increased  by 
11  mm.  of  mercury  in  one,  and  15  mm.  in  a  second  case.  In  only  one  case 
was  the  systolic  pressure  materially  reduced,  namely  by  23  mm.  of  mercury. 
On  the  other  hand,  the  diastolic  pressure  was  significantly  lowered  in  7, 
or  50  per  cent  of  the  cases,  while  it  was  never  significantly  raised. 

It  is  evident,  therefore,  that  digitalis  and  digitoxin  have  very  little 
influence  on  the  systolic  pressure  in  either  direction,  that  they  tend  to 
produce  a  significant  reduction  in  the  diastolic  and  more  decidedly,  to 
produce  a  material  increase  in  the  pulse  pressure. 

Eggleston  found  that  alteration  in  the  pulse  rate  did  not  offer  an 
explanation  for  the  changes  occurring  in  the  diastolic  pressure.  The 
facts  brought  out  by  this  study  abundantly  warrant  the  conclusion 
that  "there  is  no  evidence  that  either  digitalis  or  digitoxin  has  any 
direct  action  on  the  vessels  when  given  to  man  even  in  large  thera- 
peutic doses." 

Eggleston's  observations  show  that  the  net  changes  in  the  systolic, 
diastolic  and  pulse  pressure  differ  in  different  cases  in  order  best  to 
meet  the  condition  prevailing,  and  they  indicate  that  studies  on  the 
blood  pressure  effects  of  digitalis  must  always  take  into  strict  account 
the  condition  of  the  patients  under  observation. 

It  will  no  doubt  be  some  time  before  clinicians  generally  learn  that 
arterial  hypertension  does  not  contraindicate  the  use  of  digitalis, 
but  may  in  fact  be  advantageously  affected  by  its  action.  However, 
clinicians  have  reported  favorable  results  from  the  drug  in  cases 
with  elevated  blood  pressure.    Windle  (162)  has  recently  stated  that 


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THERAPEUTIC  USE  OF  DIGITALIS  63 

digitalis  is  valuable  to  patients  with  degenerated  arteries,  high  blood 
pressure  and  anginal  symptoms  and  may  bring  about  an  immunity 
from  angina.  Lawrence  (91)  has  expressed  similar  views  after  a  care- 
ful study  of  the  blood  pressure  in  26  cases,  during  treatment  with 
digitalis.  Danielopolu  (34)  treated  36  cases  of  arterial  hypertension 
with  Nativelle's  digitaline,  although  he  remarks  that  the  work  deal- 
ing with  the  action  of  digitalis  on  the  arteries  made  him  hesitate  to 
do  so.  His  patients  had  arterial  sclerosis  and  nephritis.  Of  the 
36  patients  a  fall  in  the  systolic  pressure  occurred  in  19,  while  in  24 
patients,  the  diastolic  pressure  was  reduced:  In  2  patients,  a  fall  in 
systolic  pressure  alone  was  observed.  The  reduction  of  the  arterial 
pressure  amounted  to  10,  20  or  even  30  mm.  of  mercury. 

During  a  study  of  one  hundred  patients,  some  of  whom  had  hyper- 
tension, to  whom  very  large  single  doses  of  the  tincture  of  digitalis 
were  given,  Robinson  (130)  noted  that  the  systolic  pressure  tended 
to  approach  more  nearly  the  normal  level  after  the  drug  was  given. 
In  other  words,  elevated  blood  pressure  fell,  while  abnormally  low 
pressure  rose  after  the  drug  was  given.  These  observations  confirm 
Eggleston's  more  detailed  study. 

It  is  by  no  means  desirable  that  the  state  of  the  blood  pressure 
should  be  no  longer  taken  into  consideration  in  determining  the  in- 
dications for  the  use  of  digitalis  or  in  studying  its  effects  in  man. 
Recent  experimental  observations  by  Cohn  and  Levy  (26)  indicate 
that  under  conditions  kept  as  nearly  similar  as  possible  to  those  per- 
taining in  the  clinical  use  of  digitalis,  the  blood  pressure  of  dogs  may 
be  elevated  by  g-strophanthin  and  the  tincture  of  digitalis.  During 
a  study  of  the  effects  of  therapeutic  doses  of  digitalis  on  the  contrac- 
tion of  the  heart  muscle,  they  studied  the  blood  pressure  of  normal 
dogs  when  not  under  operative  conditions  by  the  method  of  van 
Leersum,  and  noted  the  effect  of  the  drugs  used  when  given  in  doses 
on  the  same  body  weight  basis  as  used  in  patients,  which  produced 
no  evidence  of  severe  intoxication.  In  the  few  animals  thus  studied, 
they  found  that  the  blood  pressure  usually  rose,  the  increase  varying 
from  20  to  66  mm.  of  mercury. 

Cohn  and  Levy  seem  to  attribute  the  rise  of  blood  pressure  which 
was  transient,  to  the  effect  of  the  drugs  on  the  contraction  of  the 
heart  muscle. 


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64  G.  CANBY  ROBINSON 

It  is  not  possible  to  dismiss  the  subject  of  the  effect  of  digitalis  on 
blood  pressure  as  non-existing,  but  the  older  ideas  must  give  place  to 
those  resting  upon  the  accurate  clinical  studies  that  have  been  made 
since  the  introduction  of  the  sphygmomanometer,  and  arterial  hyper- 
tension must  not  be  accepted  as  a  reason  per  se  for  withholding  digitalis 
when  it  is  otherwise  indicated. 

b.  The  effect  on  the  coronary  circulation  is  a  subject  about  which 
there  has  been  a  certain  amount  of  speculation  and  which  has  also 
been  studied  experimentally.  Although  theoretically  it  is  of  much 
interest,  practically,  no  facts  have  been  established  which  bear  directly 
on  changes  in  the  coronary  arteries  with  therapeutic  doses  of  the  drug, 
and  no  definite  information  regarding  the  effect  of  digitalis  on  the 
coronary  circulation  of  man  has  been  obtained. 

Eggleston  (47)  has  recently  reviewed  this  subject.  He  points  out 
that  it  assumes  some  importance  because  of  statements  that  appear 
in  some  recent  textbooks  to  the  effect  that  digitalis  may  cause  a  danger- 
ous constriction  of  the  coronaries,  and  is  therefore  contraindicated 
in  angina  pectoris.  There  seems  to  be  no  evidence  for  the  idea  that 
digitalis  causes  coronary  constriction.  The  experiments  of  Felix 
Meyer  and  of  Sakai  and  Saneyoshi  (quoted  by  Eggleston)  have  shown 
that  the  coronaries  do  not  contract  under  the  influence  of  digitalis 
but  if  they  are  affected  at  all,  they  probably  dilate.  Bond  (10) 
investigated  the  influence  of  digitalis  and  strophanthus  on  thecoronary 
blood  flow  of  dogs,  measuring  the  coronary  flow  by  the  number  of 
drops  in  a  given  interval  of  time  coming  from  the  coronary  veins. 
He  could  find  no  effect  attributable  to  these  drugs,  and  concluded  that 
the  coronary  blood  flow  is  probably  regulated  by  the  systemic  blood 
pressure,  as  it  was  decreased  when  the  blood  pressure  was  lowered 
by  nitroglycerin  and  amyl  nitrate. 

Voegtlin  and  Macht  (150a)  investigated  the  action  of  a  number  of 
drugs  of  the  digitalis  group  on  strips  of  mammalian  coronary  arteries. 
They  found  that  digitoxin,  crystallized  German  digitalin  of  Merk  and 
bufagin  especially  caused  coronary  constriction  under  the  conditions 
of  their  experiments,  while  digitonin  and  preparations  containing  this 
saponin-like  body  caused  relaxation.  Strophanthin  was  found  to  be 
practically  inert  in  this  respect.  Voegtlin  and  Macht  think  that  these 
observations  have  considerable  importance  in  the  therapeutic  use  of 


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THERAPEUTIC  USE  OF  DIGITALIS  65 

digitalis  especially  in  the  treatment  of  angina  pectoris,  when  they 
believe  a  nitrite  which  they  find  causes  coronary  relaxation  should  be 
combined  with  the  digitalis. 

Eggleston  (47)  also  discusses  the  relation  of  the  blood  supply  to 
the  heart  muscle  through  the  coronaries  to  pulsus  alternans,  and 
expresses  the  opinion  that  although  this  derangement  of  the  heart  may 
occur  apparently  as  a  result  of  digitalis,  this  is  no  reason  for  consider- 
ing that  digitalis  brings  on  this  derangement  by  coronary  constric- 
tion.   Pulsus  alternans  may  also  disappear  when  digitalis  is  given. 

It  is  safe,  therefore,  to  say  that  at  present  there  is  no  reason  to  be- 
lieve that  the  digitalis  bodies  affect  the  blood  flow  through  the  coro- 
nary arteries  by  direct  action  on  these  vessels. 

c.  The  effect  on  the  venous  blood  pressure  in  man  has  been  studied  by 
Capps  and  Matthews  (11),  who  used  both  digitalis  and  strophanthin, 
and  obtained  no  evidence  of  changes  in  the  venous  pressure. 

4.  The  effects  on  the  kidneys 

The  use  of  digitalis  as  a  diuretic  begins  with  its  introduction  into 
medical  practice  in  1785,  as  Withering  (163)  recommended  it  espe- 
cially for  the  removal  of  dropsy  and  emphasized  its  action  on  the  kid- 
neys rather  than  its  action  on  the  heart.  Withering  mentions  diuresis 
as  one  of  the  cardinal  effects  of  digitalis,  and  recommends  that  its 
occurrence  should  be  taken  as  an  indication  for  discontinuing  its 
administration. 

The  manner  in  which  digitalis  causes  diuresis  has  been  one  of  the 
controversial  points  regarding  the  action  of  the  drug.  The  chief  dis- 
cussion has  arisen  over  the  question  as  to  whether  diuresis  is  in 
reality  a  direct  effect  of  the  drug  on  the  kidney  and  its  vessels,  or 
whether  it  is  secondary  to  an  improved  state  of  the  general  circulation. 
Various  opinions  are  held  regarding  this  point. 

The  experimental  studies  of  Gottlieb  and  Magnus,  Jonescu  and 
Loewi  (85),  Kasztan  (87),  Fahrenkamp  (51),  and  Joseph  (86)  have 
already  been  referred  to  in  discussing  the  action  of  digitalis  on  the 
blood  vessels.  The  fact  that  dilatation  of  the  renal  vessels  is  caused 
by  weak  solutions  of  the  digitalis  bodies  cannot,  as  it  was  previously 
pointed  out,  be  taken  as  evidence  from  which  conclusions  can  be 
drawn  regarding  the  effects  of  therapeutic  doses  of  the  drug  in  man. 

VOL.  I,  HO.  1 


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66  G.  CANBY  ROBINSON 

The  conditions  are  far  from  comparable.  On  the  other  hand,  these 
experiments  clearly  indicate  that  the  kidney  vessels  differ  in  their 
reaction  to  digitalis  from  other  vessels,  especially  those  of  the  splanch- 
nic area.  This  fact  is  inviting  as  a  basis  upon  which  to  build  a 
theory  of  digitalis  diuresis,  as  Gottlieb  and  others  have  done.  Gen- 
erally speaking,  the  ground  is  considered  insecure,  and  the  results  of 
clinical  studies  show  that  the  diuretic  effects  of  digitalis  do  not  occur 
as  they  would  were  the  theory  of  Gottlieb  correct.  The  quantitative 
study  of  diuresis  has  recently  been  much  improved  by  the  organiza- 
tion in  hospitals  of  means  of  accurately  measuring  the  intake  and 
output  of  fluids  of  patients  and  accurate  records  of  body  weight. 

Since  the  introduction  of  such  methods,  Mackenzie  (108)  has  re- 
ported that  diuresis  is  not  very  evident  in  patients  even  when  digi- 
talis is  given  to  the  stage  of  toxic  symptoms,  and  he  considers  that  no 
definite  conclusions  are  justified  regarding  diuresis  from  his  careful 
study  of  the  action  of  digitalis.  Cushny  (29)  observed  diuresis 
only  in  patients  in  whom  dropsy  was  present,  and  Agassiz  (2)  ob- 
tained similar  results  from  the  intravenous  administration  of  rather 
small  doses  of  strophanthin  in  cases  of  auricular  fibrillation.  Diu- 
resis occurred  only  in  the  presence  of  edema.  Cohn  (20)  has  also 
emphasized  this  distinction,  and  reports  that  in  the  group  of  patients 
which  he  studied  with  much  care,  diuresis  was  never  seen  in  patients 
without  edema.  He  concludes  from  his  experience  that  a  specific 
effect  on  the  urinary  output  does  not  occur  as  the  result  of  giving 
digitalis  to  patients  with  normally  beating  hearts  without  the  pres- 
ence of  edema.  Cohn  (21)  has  also  found  that  diuresis  is  usually 
marked  when  edema  is  present.  Christian  (16)  in  emphasizing  the 
beneficial  effects  which  may  be  obtained  from  digitalis  in  chronic 
cardiac  cases  with  edema  in  whom  there  was  no  irregularity  of  the 
pulse,  points  out  the  striking  diuresis  and  loss  of  body  weight  which 
may  occur  in  these  patients,  and  publishes  a  series  of  charts  illustrat- 
ing his  results.  There  seems  to  be  in  his  cases  a  relation  between 
the  amount  of  edema  and  the  extent  of  diuresis.  The  reports  of 
other  observers  tend  to  confirm  these  findings.  It  is  evident  that 
some  factors  other  than  dilatation  of  the  renal  vessels  take  part  in 
the  increased  flow  of  urine  produced  by  digitalis.  The  question  of 
the  effect  of  digitalis  on  water  exchange  has  been  recently  discussed 


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THERAPEUTIC  USE  OF  DIGITALIS  67 

by  Krehl  (90)  who  is  no  doubt  more  or  less  influenced  by  the  views  of 
his  colleague,  Gottlieb. 

The  question  of  the  action  of  digitalis  on  the  kidneys  has  been 
investigated  by  Reinike  (124)  by  an  experimental  method  differing 
from  those  already  mentioned.  Digitalis  was  administered  over  a 
long  period  of  time  to  rabbits,  and  was  found  to  cause  an  enlargement 
of  the  kidneys  as  compared  with  those  of  control  animals.  This 
suggested  that  the  kidneys  had  undergone  excessive  activity  under  the 
influence  of  the  drug.  No  definite  conclusions,  however,  are  justified 
from  Reinike's  experiment,  as  the  drug  was  given  to  only  four  animals, 
and  they  did  not  show  uniform  results. 

In  spite  of  the  fact  that  there  is  nothing  definite  on  which  to  base  a 
claim  that  digitalis  produces  diuresis  by  direct  action  on  the  kidneys, 
the  position  that  the  kidneys  play  no  part  in  digitalis  diuresis,  does 
not  seem  to  be  entirely  justified.  However,  several  pharmacologists 
who  have  been  especially  interested  in  the  action  of  the  drug  state  that 
diuresis  is  entirely  a  secondary  effect. 

Hatcher  (70)  says: 

None  of  the  drugs  of  this  group  are  actively  diuretic  through  any  direct 
action  on  the  kidneys.  They  induce  diuresis  solely  through  an  improved 
circulation.  That  does  not  mean  either  a  higher  or  a  lower  blood  presure 
in  every  case;  it  means  a  more  effective  circulation,  one  better  adapted  to 
the  needs  of  the  individual  patient  This  sometimes  means  an  increase, 
sometimes  a  decrease,  in  pressure. 

Sollmann  (143)  holds  a  similar  opinion  regarding  the  diuretic 
action  of  the  drug. 
In  Eggleston's  (47)  most  recent  paper  on  digitalis,  he  says: 

While  it  has  been  claimed  that  digitalis  exerts  a  specific  diuretic  action 
on  the  kidneys,  or  that  it  produces  diuresis  by  selective  vasodilatation  of 
the  renal  arterioles,  the  evidence  for  these  claims  is  quite  unsatisfactory, 
and  careful  studies  have  shown  conclusively  that  the  drug  is  not  a  diuretic 
in  normal  animals.  It  has  also  been  observed  repeatedly  that  no  diuresis 
follows  the  administration  of  digitalis  to  normal  human  beings  or  to  those 
with  heart  failure  uncomplicated  with  edema  or  serous  effusions.  In  cases 
of  nephritis  with  edema,  or  even  with  general  anasarca,  digitalis  also  pro- 
duces no  diuresis  when  heart  failure  is  not  associated  with  the  nephritis. 


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68  G.  CANBY  ROBINSON 

When,  however,  heart  failure  is  accompanied  with  edema  or  anasarca, 
profuse  diuresis  may  follow  the  administration  of  digitalis,  but  this  is  found 
to  occur  only  when  the  heart  failure  is  more  or  less  effectively  overcome  by 
the  drug,  and  when  the  heart  failure  is  not  affected,  no  diuresis  ensues  from 
its  administration.  It  is  clear,  then,  that  the  diuretic  action  of  digitalis  in 
man,  is  essentially  secondary  to  its  capacity  to  relieve  heart  failure  and 
restore  the  circulation;  and  when  it  is  effective  in  edematous  cases  of  heart 
failure,  it  is  often  one  of  the  earliest  of  the  manifestations  of  the  action  of 
the  drug,  though  other  evidences  can  be  detected  if  looked  for.  When 
adequate  digitalization  fails  to  produce  diuresis  in  a  patient  with  edema 
and  heart  failure,  it  will  almost  invariably  be  found  that  either  the  heart 
failure  has  not  been  relieved  or  that  the  failure  is  complicated  by  nephritis, 
which  then  demands  appropriate  treatment. 

At  variance  with  Eggleston's  idea  regarding  the  relation  of  nephritis 
to  digitalis  diuresis  are  the  findings  of  Hedinger  (quoted  by  Edens, 
37)  that  digitalis  has  a  direct  diuretic  action  on  the  diseased  kidney, 
which  is  independent  of  its  action  on  the  heart.  However,  there  is 
considerable  chance  for  differences  of  opinion  as  to  what  is  meant  by 
a  diseased  kidney. 

The  idea  that  pathological  changes  may  influence  the  effect  of 
digitalis  on  the  kidneys  appears  again  in  a  recent  paper  by  Jarisch 
(84).  He  reports  two  cases  of  syphilitic  aortitis  in  which  diuresis 
was  inhibited  by  therapeutic  doses  of  digitalis  but  was  increased  by 
very  small  doses.  Jarisch  makes  use  of  an  idea  of  Meyer  (113)  in 
order  to  explain  these  results  that  increased  excitability  of  the  renal 
vessels  lowers  the  threshold  for  both  the  vasoconstricting  and  vaso- 
dilating action  of  digitalis.  He  suggests  that  both  patients  had  in- 
creased excitability  of  their  renal  vessels  as  the  result  of  the  incipient 
stage  of  contracted  kidneys  that  was  present.  He  states  that  his 
findings  are  in  accord  with  those  of  Meyer  who  found  that  in  early 
nephritis  diuresis  was  produced  by  smaller  doses  than  when  the 
kidneys  were  normal.  Jarisch  considers  that  small  doses  of  digitalis 
should  be  used  when  nephritis  is  present,  and  that  caution  as  to 
dosage  should  be  used  in  heart  cases  that  have  low  specific  gravity 
of  the  urine,  which  points  to  renal  sclerosis. 

The  relation  of  the  output  of  urine  and  alterations  in  blood  pressure 
has  been  studied  by  Lawrence  (91)  who  found  that  in  his  26  patients, 


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THERAPEUTIC  USE  OF  DIGITALIS  69 

diuresis  was  always  accompanied  by  a  fall  in  blood  pressure,  and  88 
per  cent  of  the  cases  showing  a  fall  of  blood  pressure  had  diuresis. 
These  findings,  although  of  interest,  do  not,  at  present,  add  evidence 
of  value  in  determining  the  manner  of  production  of  diuresis  by 
digitalis. 

The  question  as  to  a  primary  or  direct  action  of  digitalis  on  the 
kidneys  or  its  vessels  in  cases  of  cardiac  failure  with  edema,  should  be 
considered  as  yet  unsettled,  although  it  has  been  abundantly  demon- 
strated that  digitalis  has  no  diuretic  action  except  under  very  special 
conditions. 

Cohn  (20)  has  reported  that  a  diminution  in  the  output  of  urine  is 
sometimes  seen  when  well  marked  toxic  symptoms  appear.  This 
phenomenon  is  adequately  accounted  for,  he  believes,  by  the  pres- 
ence of  nausea  and  vomiting,  which  diminishes  the  fluid  intake  and 
may  result  in  the  loss  of  considerable  fluid  by  emesis.  This  observa- 
tion is  confirmatory  of  a  statement  by  Withering  who  said  that 
large  doses  of  digitalis  may  check  the  flow  when  smaller  doses  had 
increased  it. 

IX.   THE  USE  OF  DIGITALIS   IN  HEART  FAILURE 

Digitalis  has  attained  the  reputation  of  being  the  most  valuable 
drug  in  the  treatment  of  heart  disease,  and  by  the  term  heart  disease 
is  usually  meant  a  group  of  symptoms  such  as  dyspnea,  cough,  chest 
pain,  edema,  cyanosis,  weakness,  and  palpitation.  These  symptoms 
are  in  reality  not  evidence  of  heart  disease,  but  of  heart  failure,  and 
they  occur  as  a  group  only  when  the  heart  is  unable  to  maintain  the 
normal  circulation  of  the  blood.  Heart  failure  may  result  from  a 
variety  of  cardiac  disorders;  some  of  which  are  much  more  susceptible 
to  a  favorable  influence  by  digitalis  than  others.  The  great  reputation 
of  the  drug  in  heart  disease  doubtless  rests  upon  the  striking  benefits 
which  it  produces  in  cases  of  heart  failure  dependent  upon  one  particu- 
lar type  of  cardiac  derangement.  On  the  other  hand,  fault  has  been 
found  with  the  drug  when  it  has  been  used  in  heart  failure  dependent 
upon  other  causes  with  the  expectation  that  similar  results  are  to  be 
obtained.  In  considering  the  therapeutic  use  of  digitalis,  it  is  just 
as  necessary  to  take  into  account  the  various  cardiac  derangements 
responsible  for  heart  failure  as  it  is  the  effects  produced  by  the  drug. 


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70  G.  CANBY  ROBINSON 

In  fact,  it  is  only  when  these  two  aspects  of  the  subject  are  brought 
together  that  a  rational  basis  for  the  therapeutic  use  of  the  digitalis 
bodies  can  be  established.  It  is  undoubtedly  because  clinicians  have 
not  fully  understood  the  action  of  digitalis  and  because  pharmacolo- 
gists have  not  fully  understood  heart  failure,  that  so  many  miscon- 
ceptions have  existed  in  the  past  regarding  the  therapeutic  use  of  digi- 
talis. The  cooperation  of  clinicians  and  pharmacologists  which  has 
recently  come  about  has  been  responsible  for  some  of  the  most  valuable 
contributions  to  the.  present-day  knowledge  of  digitalis.  Examples 
of  this  cooperation  and  collaboration  are  those  of  Mackenzie  and 
Cushny  in  England  and  of  Eggleston  and  Hatcher  in  America.  This 
type  of  cooperative  work  is  greatly  to  be  desired,  and  is  destined  to 
bring  forth  results  of  great  value  in  many  fields  of  medicine. 

2.  Classification  of  heart  failure 

In  the  following  part  of  this  review,  the  relative  value  of  digitalis 
will  be  discussed  in  the  various  disorders  of  the  heart  which  are  com- 
monly seen;  and  which  may  lead  to  the  failure  of  that  essential  organ 
to  maintain  an  efficient  circulation  of  the  blood.  Cohn  (20)  has 
emphasized  the  desirability  of  considering  the  action  of  digitalis  in 
its  relation  to  various  forms  of  heart  failure,  which  he  has  divided  for 
this  purpose  according  to  the  following  table. 


A.  Normal  rhythm. 


B.  Auricular  fibrillation  . 


nri.L     .     ,        /l.  With  normal  blood  pressure 

a.  Without  edema  <-  W.A,  ,.  ,  , ,     , 

12.  With  high  blood  pressure 

l  w*i_   j  /3.  With  normal  blood  pressure 

b.  With  edema       <,   nrit , ,  ,  , .     ,      ^ 

(4.  With  high  blood  pressure 

w*l    *   j        /5.  With  normal  blood  pressure 

a.  Without  edema  <-  W.A,  ,,  ,  , .     . 

(6.  With  high  blood  pressure 

I  u  wa   j  h'  With  normal  blood  pressure 

b.  With  edema       <0  —.,,.,.,     . 
1  \S.  With  high  blood  pressure 


This  classification  shows  the  importance  Cohn  has  placed  upon  the 
type  of  cardiac  rhythm,  the  presence  of  edema  and  the  state  of  the 
blood  pressure  in  the  reaction  of  the  heart  and  circulation  to  digitalis. 
He  has  discussed  his  observations  on  the  action  of  the  drug  in  patients 
with  normal  cardiac  rhythm,  without  edema  and  with  normal  blood 


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.   THERAPEUTIC  USE  OF  DIGITALIS  71 

pressure;  and  a  comparison  of  the  action  of  the  drug  in  these  patients 
with  those  in  other  groups  has  led  him  to  conclude  as  follows: 

It  seems  important  to  emphasize  the  fact  that  it  is  essential  to  distinguish 
differences  which  patients  suffering  from  heart  disease  present  and  to  study 
them  in  groups,  with  these  differences  in  mind.  Rhythm  certainly  offers  a 
prime  basis.  The  effect  of  digitalis  on  rate  and  on  a  number  of  other  capaci- 
ties varies  with  the  nature  of  the  disturbed  function. 

In  actual  practice,  it  is  often  impossible  to  classify  sharply  cases  of 
.  heart  failure  on  the  basis  of  the  derangements  of  function  underlying 
their  production.  Nearly  every  case  results  from  a  combination  of 
causes,  and  these  causes  must  be  evaluated  relatively  to  one  another, 
in  any  attempt  to  arrive  at  a  clear  understanding  by  which  treatment 
may  be  intelligently  instituted.  The  ability  to  determine  the  rela- 
tive importance  of  the  various  factors  underlying  the  production  of 
heart  failure  is  an  essential  requirement  for  its  successful. treatment. 
The  disorder  of  the  heart  revealed  most  prominently  by  all  the  means 
of  examination  now  available  may  often  be  unimportant  or  only  con- 
tributory in  the  production  of  heart  failure  in  any  particular  case.  The 
relative  importance  of  valvular  and  muscular  lesions  of  the  heart  may 
be  cited  as  an  example.  In  many  cases,  a  valvular  defect  obtrudes 
itself  upon  the  physician,  while  muscular  inefficiency,  so  difficult  or 
impossible  to  determine  directly,  is  in  reality  the  actual  cause  of  heart 
failure.  It  is  necessary  to  point  out  the  difficulties  regarding  the 
classification  of  heart  failure  on  the  basis  of  its  causation,  because  a 
discussion  of  the  effects  of  digitalis  in  this  relation  to  the  various 
disorders  of  the  heart  cannot  take  into  account  many  of  the  practical 
problems  involved  in  the  use  of  the  drug  in  the  treatment  of  heart 
failure.  These  can  only  be  solved  by  the  careful  study  of  patients, 
in  whom  a  great  variety  of  conditions  and  circumstances  are  encoun- 
tered, calling  forth  constantly  the  exercise  of  clinical  judgment,  which 
cannot  be  acquired  from  books,  but  only  at  the  bedside  or  in  the  con- 
sulting room. 

2.  Disturbed  cardiac  mechanism 

a.  Auricular  fibrillation.  Following  the  suggestion  of  Cohn,  rhythm 
is  taken  as  a  prime  basis  for  distinguishing  the  various  types  of 


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72  G.   CANBY  ROBINSON 

disorders  of  the  heart,  and  those  disorders  associated  with  or  consist- 
ing of  disturbed  cardiac  mechanism  will  be  considered  before  those 
with  normal  mechanism  and  regular  beating  hearts  are  taken  up.  It 
seems  desirable  to  adopt  this  order  and  to  discuss  first  the  use  of  digi- 
talis in  auricular  fibrillation,  because  it  is  in  this  type  of  deranged  car- 
diac rhythm  that  digitalis  produces  its  most  brilliant  results,  a  point 
which  it  is  well  to  emphasize  at  the  outset. 

A  clear  understanding  of  auricular  fibrillation  is  essential  for  the 
intelligent  employment  of  digitalis.  It  has  been  especially  well 
described  by  Lewis  (100, 101),  to  whose  work  the  reader  is  referred. 

The  salient  features  by  which  this  condition  is  recognized  may  be 
summarized  as  follows:  The  pulse  and  the  cardiac  sounds  occur 
irregularly  without  any  order  to  the  arrhythmia,  and  usually  with  a 
considerable  increase  in  rate.  There  is  no  evidence  of  the  normal 
auricular  contractions  in  the  veins  of  the  neck,  as  shown  by  polygrams, 
and  the  auricular  waves,  the  so  called  P  waves,  of  the  electrocardio- 
gram disappear.  A  constant  succession  of  small  waves  may  sometimes 
be  seen  in  the  venous  pulse  curve,  while  the  electrocardiogram  shows 
almost  constantly  a  series  of  small  rapidly  recurring  waves,  lacking 
uniformity  and  well  defined  form,  seen  throughout  the  diastolic  por- 
tion of  the  curve.  All  these  phenomena  are  readily  appreciated  when 
it  is  realized  that  the  auricles  no  longer  contract  as  a  whole  in  a  rhyth- 
mical fashion,  but  stand  in  diastole  with  their  separate  fibers  con- 
tracting and  relaxing  one  after  another  constantly.  This  abnormal 
type  of  auricular  action  sends  down  impulses  to  the  ventricles  more 
frequently  than  the  normally  beating  auricles  and  the  rhythmical 
character  of  the  impulse  formation  is  lost.  A  rapid  irregular  ven- 
tricular action  therefore  results  which  is  distinctly  less  efficient  in 
the  maintenance  of  the  circulation  than  is  the  slower  regular  normal 
beat.  This  increase  in  rate  is  often  an  important  factor  in  the  failure 
of  the  heart  when  auricular  fibrillation  is  present. 

Auricular  fibrillation  was  recognized  as  a  common  disturbance  of 
the  human  heart-beat  in  1909,  when  Rothberger  and  Winterberg  and 
Lewis  simultaneously  demonstrated  its  existence  by  means  of  electro- 
cardiograms. Several  years  previously,  however,  Mackenzie  (108) 
drew  attention  to  the  fact  that  there  were  striking  differences  in  the 
effects  of  digitalis  in  cases  with  irregular  heart  action  and  in  cases 


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THERAPEUTIC  USE  OF  DIGITALIS  73 

with  regular  rhythm,  and  he  stated  that  "no  rational  idea  of  the  man- 
ner in  which  digitalis  acts  can  be  obtained  unless  this  change  in 
the  heart's  action  is  appreciated."  He  was  also  perhaps  the  first  to 
study  the  effect  of  digitalis  in  patients  with  auricular  fibrillation  after 
this  condition  became  established  as  a  clinical  entity.  His  paper 
which  appeared  in  1911  was  followed  shortly  by  important  contribu- 
tions by  Cushny  (29)  and  Edens  (37)  and,  since  that  time,  the  value  of 
digitalis  in  this  condition  has  been  generally  recognized.  It  is  scarcely 
necessary  to  review  the  papers  of  other  students  of  this  subject,  such 
as  Fahrenkamp  (52),  Fulton  (56),  Christian  (14),  Robinson  (128), 
Weil  (153),  Cohn  (20),  Borultau  and  Stadelmann  (7),  Pratt  (122), 
Wedd  (152)  and  others  who  have  all  borne  witness  to  the  striking 
benefits  obtained  by  the  use  of  digitalis  in  auricular  fibrillation.  Their 
papers  are  referred  to  in  regard  to  special  phases  of  this  subject. 

It  has  been  repeatedly  shown  that  the  great  value  of  digitalis  in 
auricular  fibrillation  lies  in  the  fact  that  the  drug  slows  the  abnormally 
rapid  and  irregularly  beating  ventricles,  and  this  effect  of  the  drug  is 
generally  considered  its  most  important  accomplishment.  Lewis  (99) 
has  recently  expressed  what  is  perhaps  an  extreme  view  of  this  matter. 
He  says: 

The  chief  value  of  digitalis  lies  in  the  power  to  control  the  ventricular 
rate  when  fibrillation  of  the  auricles  has  come.  In  most  patients  in  whom 
this  disorder  of  the  heart  is  discerned,  the  ventricles  beat  rapidly,  at  rates 
of  120,  140,  160  and  even  more  per  minute.  It  is  this  rapid  action  which 
fatigues  the  heart,  and  digitalis,  by  lessening  the  rate,  lessens  the  fatigue. 
The  normal  heart  rate,  while  the  body  is  at  rest — to  take  approximate  and 
convenient  numbers — is  60  beats  to  the  minute.  Each  ventricular  cycle 
lasts  one  second;  of  this,  one-third  is  occupied  by  systole;  two-thirds  by 
the  resting  period  of  diastole.  The  heart  works  one  shift  and  sleeps  for  two. 
But  if  the  rate  is  120  beats  to  the  minute,  then  each  cycle  lasts  half  a  second; 
systole  lasts  quarter  of  a  second  and  so  does  diastole.  Work  and  rest  alter- 
nate in  equal  shifts.  As  the  rate  of  beating  rises,  so  is  systole  increased 
relatively  at  the  expense  of  diastole.  Very  important  is  it,  therefore,  to 
reduce  the  heart  rate  when  this  is  excessive.  A  chief  cause  of  rapid  heart 
action  when  heart  failure  threatens  or  has  come,  is  fibrillation  of  the  auricles, 
and  it  is  in  this  condition  that  digitalis  acts  so  beneficially;  it  reduces  and 
holds  the  rate  within  normal  bounds. 


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74  G.   CANBY  ROBINSON 

The  reduction  of  accelerated  ventricular  rate  is  the  only  important 
action  of  the  drug  upon  the  human  heart  of  which  we  have  knowledge. 
There  are  few,  if  any,  instances,  of  which  we  know  with  certainty,  in  which 
digitalis  acts  beneficially,  except  cases  of  accelerated  action;  there  are  few 
instances  of  acceleration  in  which  the  drug  produces  unquestionable  benefit 
apart  from  those  provoked  by  fibrillation  of  the  auricles. 

The  principle  of  digitalis  therapy — and  when  I  speak  of  digitalis,  I 
include  the  allied  drugs,  strophanthus  and  squills — is  that,  administered 
to  suitable  cases,  the  heart,  by  means  of  it,  obtains  rest.  The  giving  of 
this  drug  to  unselected  cardiac  cases  is  much  to  be  deplored.  Those  who 
regard  digitalis  as  a  cardiac  stimulant  mistake  its  character;  its  chief  action 
is  to  rest  the  heart.  To  the  heart,  foxglove  is  not  tonic,  but  powerfully 
hypnotic  It  controls  the  diastoles  of  the  heart;  it  extends  the  period  of 
sleep. 

Although  most  students  of  digitalis  do  not  share  entirely  the  idea 
of  Lewis  regarding  the  relative  uselessness  of  the  drug  in  conditions 
other  than  auricular  fibrillation,  he  has  well  expressed  the  consensus 
of  opinion  regarding  its  use  in  auricular  fibrillation. 

Agassiz  (2)  has  treated  a  series  of  cases  of  auricular  fibrillation 
with  small  doses  of  strophanthin  administered  intravenously  and 
has  shown  that  this  drug  has  a  very  similar  action  to  that  of  other 
members  of  the  digitalis  group  when  employed  upon  cases  of  auricular 
fibrillation.  He  states  that  it  is  a  powerful  and  serviceable  remedy 
when  a  rapid  reduction  of  the  heart  rate  is  desired  in  cases  of  auricular 
fibrillation  in  young  subjects  or  in  those  cases  which  give  a  history  of 
rheumatism.  The  heart  rate  may  be  reduced  from  180  or  160  to 
100  or  80  per  minute  within  six  or  eight  hours.  Agassiz's  method  of 
administration  of  strophanthin  will  be  taken  up  later. 

As  stated  previously,  the  slowing  of  the  heart  is  brought  about  by  a 
different  mechanism  than  that  by  which  digitalis  slows  the  normally 
beating  heart.  When  the  auricles  are  fibrillating,  stimuli  are  sent 
down  to  the  ventricles  unrhythmically  and  at  a  rate  much  higher 
than  from  the  normally  beating  auricles.  Digitalis  depresses  the 
conductivity  of  the  pathway  between  the  auricles  and  the  ventricles, 
which  then  allows  fewer  stimuli  to  pass.  In  this  way,  the  rate  of  the 
ventricles  is  slowed  and  the  arrhythmia  reduced.  This  effect  is 
very  desirable  because  the  rapid  irregular  ventricular  activity  which 


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THERAPEUTIC  USE  OF  DIGITALIS  75 

the  fibrillating  auricles  engender  is  much  less  competent  to  maintain 
the  circulation  than  the  ventricular  activity  of  normally  beating 
heart.  The  ventricles  become  more  competent  when  they  are  slowed 
and  regulated  by  digitalis.  The  tumultuous  action  of  the  fibrillat- 
ing auricles  is  not  appreciably  affected  by  digitalis  as  revealed  by 
electrocardiograms.  The  manner  in  which  digitalis  affects  the 
conduction  of  the  cardiac  impulse  has  been  already  considered. 

The  question  has  been  raised  whether  other  factors  may  not  enter 
into  the  slowing  of  the  ventricles  which  digitalis  produces  in  hearts 
with  auricular  fibrillation,  which  are  not  involved 'in  the  depression 
of  conduction  in  the  normally  beating  heart.  Cushny  has  been 
especially  interested  in  this  subject,  and  has  raised  the  question  as 
to  whether  the  action  of  digitalis  on  the  cardio-inhibitory  centre  is 
the  important  factor  in  slowing  the  ventricles  in  auricular  fibrilla- 
tion. Cushny,  Marris  and  Silverberg  (32)  found  that  the  ventricular 
rate,  slowed  by  digitalis,  was  not  restored  to  its  original  rate  when  the 
vagi  were  paralyzed  by  atropin.  They  came  to  the  conclusion  that 
in  auricular  fibrillation,  the  ventricular  slowing  was  accomplished  by 
other  means  than  by  stimulation  of  the  cardio-inhibitory  mechanism, 
which  seemed  to  play  no  part  in  the  action  of  digitalis  in  auricular 
fibrillation. 

They  believe  that  the  conductive  pathway  from  auricles  to  ventricles 
becomes  less  excitable  when  the  nutritional  condition  of  the  tissues  is 
improved,  and  that  this  improvement  may  result  not  only  from  the 
increased  efficiency  of  the  circulation  brought  about  by  the  direct 
action  of  digitalis  on  the  ventricular  muscle,  but  also  by  lessening 
the  demands  on  the  heart  by  rest.  They  explain  in  this  way  the  ven- 
tricular slowing  which  occurs  when  patients  with  auricular  fibrilla- 
tion are  put  to  bed.  Their  hypothesis  calls  for  the  existence  of  ab- 
normally increased  conductivity  in  the  hearts  of  patients  with  auricular 
fibrillation  caused  by  malnutrition  of  the  tissues.  This  idea  is  hard 
to  accept  in  the  light  of  the  state  of  conduction  in  other  types  of  heart 
disease  in  which  it  can  be  accurately  determined,  and  is  not  infre- 
quently found  to  be  decreased. 

In  a  later  publication,  Cushny  (31)  gives  the  results  of  further  work 
on  this  subject  in  which  he  attempted  to  reproduce  the  cardiac  con- 
dition of  cases  of  auricular  fibrillation  in  perfused  hearts.    He  states 


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76  G.   CANBY  ROBINSON 

his  belief  in  two  independent  reactions  of  conduction  to  therapeutic 
doses  of  digitalis.  The  first  is  that  observed  in  the  normal  heart  of 
experimental  animals  and  in  the  normally  beating  human  heart. 
It  is  the  result  of  stimulation  of  the  cardio-inhibitory  centre. 

The  second  is  that  observed  in  cases  of  auricular  fibrillation  in  man, 
and  results  from  the  direct  action  of  the  drug  on  the  conducting 
system.  Cushny  believes  that  the  ventricular  slowing  which  digitalis 
produces  in  cases  of  auricular  fibrillation  is  independent  of  the  action 
of  the  drug  on  the  inhibitory  mechanism,  for  it  is  not  prevented  by 
atropin.  The  primary  reason  why  digitalis  acts  directly  on  the  con- 
ducting mechanism  in  these  cases  is  the  malnutrition  of  the  heart  and 
auricular  fibrillation  merely  favors  its  appearance  by  accentuating 
the  fundamental  cardiac  malnutrition.  Wedd  (152)  has  also  studied 
a  number  of  cases  of  auricular  fibrillation  and  has  injected  atropin 
during  thorough  digitaJization.  He  has  come  to  the  conclusion  that 
in  all  cases  digitalis  affects  conduction  both  by  its  stimulation  of  the 
cardio-inhibitory  centre  and  by  its  direct  action  on  the  heart,  with 
relatively  greater  local  action  in  auricular  fibrillation.  Exception 
is  taken  to  the  statement  of  Cushny  that  in  fibrillation  there  is  no 
digitalis  action  through  the  inhibitory  mechanism.  Eggleston  (47) 
has  recently  discussed  Cushny's  experiments  and  conclusions  and  is. 
in  substantial  agreement  with  Wedd. 

It  is  well  known  that  some  cases  of  auricular  fibrillation  are  unusu- 
ally susceptible  to  digitalis.  Robinson  and  Draper  (132)  have  shown 
that  in  cases  of  auricular  fibrillation  prolonged  stoppage  of  the  ven- 
tricles may  be  brought  about  by  pressure  over  one  of  the  vagi  of  the 
neck.  Weil  (154)  has  also  found  vagus  pressure  more  effectual 
in  auricular  fibrillation  than  in  other  conditions,  a  result  which  he 
attributes  to  an  impaired  state  of  the  heart.  He  also  found  that  the 
normally  beating  hearts  of  patients  to  whom  digitalis  had  been  given 
were  more  apt  to  respond  to  vagus  pressure  by  depression  of  con- 
duction than  were  the  hearts  of  untreated  patients.  Weil  believes 
that  digitalis  stimulates  the  cardio-inhibitory  centre  and,  at  the  same 
time,  renders  the  conducting  system  more  susceptible  to  the  influence 
of  the  vagi.  Fahrenkamp  (52)  found  that  in  cases  of  auricular  fibrilla- 
tion pressure  over  the  vagus  nerves  was  sometimes  effectual  in  stopping 
the  ventricles  after  the  administration  of  digitalis  in  cases  in  which 


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THERAPEUTIC  USE   OF  DIGITALIS  77 

vagus  pressure  was  ineffectual  before  the  drug  was  given.  These 
findings  suggest  that  the  conduction  mechanism  is  rendered  more 
susceptible  to  vagus  action  by  digitalis,  which  is  in  accord  with  the 
experimental  results  of  von  Tabora  (148). 

Hirschfelder  (80)  investigated  the  action  of  the  drug  on  dogs  in 
which  auricular  fibrillation  was  produced  by  faradization  and  found 
that  the  irregularly  beating  ventricles  were  markedly  slowed  by  digi- 
talis, but  the  rapid  arrhythmia  promptly  returned  when  the  vagi  were 
paralyzed  by  atropin.  Further  slowing  was  obtained  by  very  large 
doses  of  digitalis  after  atropin  had  been  given  and  complete  heart 
block  with  slow  ventricular  rhythm  could  be  induced.  Cushny  (31) 
performed  similar  experiments  with  cats  and  found  that  after  the 
vagi  had  been  cut,  strophanthin  failed  to  remove  the  irregularity  and 
acceleration  of  the  ventricles  until  a  late  phase  of  the  action  of  the 
drug  set  in,  with  auriculo-ventricular  dissociation.  He  contends, 
however,  that  these  experiments  are  not  comparable  to  auricular 
fibrillation  in  man  in  which  malnutrition  of  the  cardiac  tissues  pre- 
sumably exists. 

It  has  been  suggested  that  digitalis  is  especially  potent  in  blocking 
impulses  sent  down  by  the  fibrillating  auricles.  In  order  to  deter- 
mine whether  this  is  true  Robinson  (127)  studied  the  effect  of  vagus 
stimulation  in  dogs,  both  with  normally  beating  hearts  and  with 
auricular  fibrillation  induced  by  faradization  of  the  auricles.  The 
results  were  recorded  by  electrocardiograms.  The  experiments  show 
that  the  type  of  auricular  activity  has  no  influence  on  the  degree 
to  which  impulses  are  blocked  by  vagus  stimulation.  In  the  light  of 
these  experiments  it  would  seem  that  the  character  of  the  auricular 
activity,  whether  coordinated  or  fibrillary,  plays  no  part  in  the  effec- 
tiveness of  digitalis  in  depressing  conduction  by  stimulation  of  the 
cardo-inhibitory  centre. 

An  examination  of  the  evidence  bearing  on  the  question  of  the 
manner  by  which  digitalis  reduces  the  ventricular  rate  in  auricular 
fibrillation  must  lead  to  the  conclusion  that  various  phases  of  the 
subject  remain  unsettled,  and  little  or  nothing  is  known  regarding 
certain  of  its  aspects.  It  seems  established  that  the  ventricular 
slowing  is  brought  about  by  the  dual  action  of  digitalis  on  the  cardio- 
inhibitory  centre  and  directly  on  the  conduction  pathway,  but  the 


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78  G.  CANBY  ROBINSON 

relative  importance  of  these  two  effects  is  not  clearly  understood. 
Furthermore,  it  is  not  yet  determined  to  what  extent  cardiac  mal- 
nutrition or  other  changes  in  the  heart  influence  the  action  of  the 
drug,  nor  what  relation  exists  between  the  ventricular  slowing  in 
cases  of  auricular  fibrillation  produced  by  bodily  rest  and  that  caused 
by  digitalis.  A  clearer  understanding  of  these  problems  would  doubt- 
less place  the  use  of  digitalis  in  auricular  fibrillation  on  a  more 
intelligent  basis,  and  would  probably  lead  to  its  more  effectual 
employment. 

There  is  some  evidence  in  favor  of  the  belief  that  digitalis  may  be 
beneficial  in  cases  of  auricular  fibrillation  independent  of  the  ventricu- 
lar slowing  it  produces.  Edens  (37)  for  instance,  has  observed 
clinical  improvement  without  any  diminution  of  the  ventricular 
rate.  Increased  efficiency  of  the  ventricular  contraction  by  the  direct 
action  of  the  drug  on  the  heart  muscles  may  play  some  part  in  its 
valuable  effects  in  this  condition. 

Patients  with  auricular  fibrillation  are  not  all  equally  susceptible 
to  the  beneficial  effects  of  digitalis.  The  cases  may  be  roughly  divided 
into  two  groups,  those  in  which  auricular  fibrillation  follows  the  so- 
called  rheumatic  infections  and  those  in  which  arterial  sclerosis, 
with  presumably  accompanying  cardiosclerosis  is  present,  and 
frequently  with  a  preceding  syphilitic  infection.  The  first  group  is 
composed,  as  a  rule,  of  young  or  middle  aged  persons  who  show  very 
rapid  ventricular  rates.  Cases  of  this  group  are,  as  a  rule,  those 
that  show  the  most  striking  benefit  from  digitalis.  The  cases  of  the 
second  group  may  be  much  less  benefited.  They  do  not  show  such 
high  ventricular  rates,  and,  in  some  cases,  it  is  not  above  the  average 
normal  level,  although  evidences  of  heart  failure  are  well  defined. 
Mackenzie  (109)  who  first  pointed  out  this  distinction,  attributed  the 
difference  to  changes  in  the  cardiac  muscle,  and  holds  that  the  reaction 
to  digitalis  is  much  more  easily  induced  in  cases  with  presumably 
slight  myocardial  damage  than  in  cases  with  extensive  degeneration. 
This  distinction  is  undoubtedly  correct,  but  it  does  not  take  into  ac- 
count the  state  of  the  conduction  pathway,  which  is  presumably  more 
damaged  in  the  second  group  of  cases  than  in  the  first.  Digitalis 
is  often  of  little  value  in  cases  in  which  the  ventricular  rate  is  slow 
before  digitalis  is  given.    In  these  cases,  the  tissues  involved  in  the 


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THERAPEUTIC  USE  OF  DIGITALIS  79 

conduction  of  the  cardiac  impulse  are  damaged  and  are  therefore  not 
capable  of  transmitting  impulses  at  a  rapid  rate.  This  damage  may 
be  taken  as  an  evidence  of  a  widespread  involvement  of  the  myo- 
cardium which  is  unable  to  maintain  an  efficient  circulation  even 
when  the  ventricles  are  contracting  slowly.  Under  these  circum- 
stances,  further  slowing  may  cause  no  improvement  in  the  circulation, 
and  sometimes  may  be  distinctly  harmful. 

On  the  other  hand,  in  many  cases  of  auricular  fibrillation,  the 
myocardium  is  sufficiently  preserved  so  that  the  ventricles  can  main- 
tain the  circulation  efficiently  when  their  rate  is  held  within  bounds 
by  digitalis.  Certain  conclusions  regarding  prognosis  are  justified 
therefore  from  the  response  to  the  drug.  Patients  should  be  studied 
with  this  point  in  mind.  Physicians  should  also  learn  to  distinguish 
between  cases  in  which  excellent  results  are  to  be  expected  from  those 
less  liable  to  benefit,  before  drawing  conclusions  as  to  the  efficiency 
of  the  preparation  of  the  drug  being  used. 

The  ventricular  rate,  in  many  cases,  can  be  regulated  at  will  by  the 
amount  of  digitalis  administered.  The  optimum  rate  and  the  doses 
required  to  maintain  it,  must  be  determined  by  trial  in  each  case. 
The  dosage  has  to  be  varied  frequently,  and  no  rule  applies  to  all 
cases.  The  proper  amount  of  the  drug  to  be  given  is  to  be  deter- 
mined by  the  effect  of  various  doses  on  the  symptoms  of  heart  failure 
and  by  the  ventricular  rate. 

It  must  be  borne  in  mind  that  the  radial  pulse  cannot  be  relied 
upon  for  determining  ventricular  rate,  as  when  the  ventricles  are 
beating  rapidly  and  irregularly,  many  contractions  may  fail  to  produce 
a  palpable  pulse  at  the  wrist.  For  this  reason  the  ventricular  rate 
should  always  be  determined  by  counting  the  number  of  heart  beats 
per  minute  by  means  of  the  stethoscope.  It  is  very  useful  in  follow- 
ing the  effect  of  digitalis  in  auricular  fibrillation  to  determine  the 
number  of  ventricular  contractions  that  fail  to  produce  a  palpable 
pulsation  at  the  wrist.  The  number  of  such  beats  per  minute 
constitute  the  so-called  pulse-deficit,  a  term  invented  by  George 
Draper  (personal  communication).  A  pulse  deficit  of  20,  30  or  more 
a  minute  is  often  found  in  untreated  cases,  and  the  disappearance 
or  reduction  of  the  pulse-deficit  should  be  taken  as  an  important 
guide  for  the  proper  dosage  of  digitalis. 


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80  G.   CANBY  ROBINSON 

It  is  usually  desirable  to  reduce  the  .ventricular  rate  to  between  70 
and  80  beats  per  minute,  although  some  cases  seem  to  have  a 
better  state  of  cardiac  efficiency  when  the  rate  is  higher,  and  Pratt 
(122)  has  found  that  the  circulation  is  sometimes  best  maintained 
at  a  rate  much  lower  than  that  of  the  normal  heart.  In  one  of  his 
patients  under  constant  administration  of  digitalis,  the  heart  rate 
was  rarely  above  50  per  minute  during  a  period  of  two  years. 

The  constant  employment  of  digitalis  is  usually  necessary  to  keep 
the  ventricular  rate  continuously  slowed,  and  the  benefits  of  constant 
use  of  digitalis  have  been  pointed  out  by  Schmoll  (141),  Borultau 
and  Stadelmann  (7),  Fulton  (56),  Pardee  (117)  and  others.  Pardee 
has  brought  out  the  fact  that  the  body  must  be  kept  nearly  full  of 
digitalis  and  not  nearly  empty,  and  in  order  to  accomplish  this, 
the  drug  must  be  given  at  a  rate  comparable  to  that  of  its  elimination 
from  or  destruction  in  the  body.  Fulton  (56)  remarks  that  many 
cases  need  continuous  administration  of  the  drug  and  by  the  use  of 
small  doses  the  heart  may  be  controlled  so  that  the  patient  may  be 
able  to  go  on  with  his  ordinary  routine  of  life  indefinitely. 

It  is  certainly  one  of  the  most  gratifying  experiences  in  medical 
practice  to  see  the  great  benefit  digitalis  frequently  brings  about 
and  maintains  in  these  patients  for  months  and  years  by  its  constant 
administration  in  doses  so  regulated  that  toxic  symptoms  do  not 
appear,  while  the  heart  is  kept  continually  under  its  influence. 

Excessive  amounts  of  digitalis  in  auricular  fibrillation  may  produce 
complete  heart-block,  causing  the  ventricles  to  assume  a  regular 
rhythm  at  an  excessively  slow  rate.  Taussig  (149)  has  reported  two 
such  cases  in  which  permanent  complete  block  developed  during 
digitalis  administration.  Slow  regular  ventricular  action  occurring 
in  cases  of  auricular  fibrillation  during  digitalis  medication  should 
always  be  taken  as  an  indication  of  excessive  action  of  the  drug  and 
should  lead  to  its  discontinuance.  Complete  heart-block  may  occur 
without  other  evidences  of  intoxication,  as  happened  in  a  case  reported 
by  Robinson  (128). 

Another  disturbance  of  the  heart  beat  which  is  prone  to  follow  the 
administration  of  the  drug  in  cases  of  auricular  fibrillation  is  the 
so-called  bigeminal  pulse  or  coupled  rhythm.  It  may  appear  when 
relatively  small  amounts  of  the  drug  have  been  given,  which  do  not 


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THERAPEUTIC  USE   OF  DIGITALIS  81 

ordinarily  produce  toxic  symptoms.  The  absolutely  irregular  rhythm 
is  replaced  by  pairs  of  beats  followed  by  pauses  of  varying  lengths. 
There  is  usually  a  fairly  constant  time  relation  between  the  coupled 
beats.  Coupled  rhythm  may  be  detected  by  the  study  of  the  heart 
sounds  and  radial  pulse  as  Christian  (14)  has  stated,  but  electro- 
cardiograms reveal  their  true  nature.  Coupled  rhythm  is  produced 
by  the  occurrence  of  a  premature  contraction  of  ventricular  origin 
following  regularly  each  ventricular  beat  stimulated  by  the  auricles. 
Its  occurrence  is  to  be  taken  as  a  sign  for  discontinuing  digitalis. 

Edens  and  Huber  (38)  have  studied  this  phenomenon  and  consider 
that  it  probably  only  occurs  in  hypertrophied  insufficient  hearts. 
They  regard  its  occurrence  with  relatively  small  amounts  of  digitalis 
as  an  unfavorable  prognostic  sign.  They  found  that  coupled  rhythm 
was  always  dependent  on  ventricular  premature  contractions  which 
resulted,  they  believed,  from  an  increase  in  the  irritability  and  stimu- 
lus formation  in  the  ventricles  produced  by  digitalis  in  damaged 
hearts  where  there  was  a  high  calcium  content  in  the  blood.  The 
amount  of  the  drug  producing  coupled  rhythm  was  quite  variable. 

The  beneficial  action  of  the  drug  on  the  peripheral  circulation  in 
auricular  fibrillation  has  been  demonstrated  by  Stewart  and  Scott 
(145)  who  studied  the  blood  flow  in  the  hands  by  means  of  calorim- 
eters. They  found  that  in  three  of  four  cases,  the  blood  flow  was 
increased  in  the  hands  within  twenty-four  hours  after  the  tincture  of 
digitalis  was  given.  This  finding  is  merely  a  quantitative  corrobo- 
ration of  the  effects  of  the  drug  when  determined  by  the  clinical 
study  of  signs  and  symptoms  of  heart  failure. 

The  striking  action  of  the  digitalis  bodies  in  slowing  the  ventricular 
rate  in  auricular  fibrillation  has  been  put  to  useful  purposes  in  studying 
certain  aspects  of  the  digitalis  problem,  as  the  ventricular  slowing 
usually  occurs  as  a  sharply  defined  reaction  on  the  part  of  the  heart 
which  may  be  readily  distinguished  as  of  digitalis  origin,  the  onset 
and  duration  of  which  can  be  determined. 

b.  Auricular  flutter  is  a  disturbance  of  the  heart  beat  caused  by 
an  excessively  rapid  auricular  rate,  usually  about  300  contractions 
per  minute,  accompanied  by  varying  degrees  of  heart-block.  Recent 
studies  of  Lewis,  Feil  and  Stroud  (102)  indicate  that  auricular  flutter 
is  in  reality  closely  allied  to  fibrillation.    They  interpret  the  very 


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82  G.  CANBY  ROBINSON 

rapid  auricular  activity  as  dependent  upon  a  continuous  circuit  of 
the  cardiac  impulse  through  the  auricles,  along  a  constant  path  at  a 
rate  constant  for  each  case.  They  account  in  this  way  for  the  prac- 
tically absolute  regularity  of  the  auricular  rhythm  which  they  have 
demonstrated,  and  for  other  features  of  this  cardiac  disorder.  The 
ventricles  do  not  participate  in  the  excessive  auricular  rate,  but  may 
respond  to  every  second,  third  or  fourth  auricular  contraction. 
Flutter  generally  persists  for  months  or  years,  and  does  not  tend  to 
cease  spontaneously.  The  recognition  of  auricular  flutter  can  be 
readily  accomplished  by  electrocardiograms  and  less  easily  in  poly- 
graphic  tracings.  Without  the  use  of  graphic  methods,  it  cannot  be 
distinguished  with  certainty. 

Digitalis  has  proved  of  definite  value  in  treating  cases  of  auricular 
flutter.  Lewis  (96)  first  showed  conclusively  that  flutter  passed 
into  fibrillation  during  the  administration  of  the  drug,  although 
Mackenzie  (108)  and  Turnbull  (150)  had  previously  recorded  cases 
of  the  same  nature.  In  a  later  paper,  Lewis  (97)  recorded  other 
instances  of  this  action  of  digitalis,  and  has  pointed  out  that  when 
fibrillation  surplants  flutter  it  is  usually  temporary  and  the  normal 
cardiac  rhythm  may  be  resumed  permanently.  These  observations 
have  been  frequently  confirmed,  and  Lewis  states  that  the  production 
of  fibrillation  by  digitalis  administration  is  an  important  therapeutic  t 
measure  in  cases  of  flutter.  The  action  by  which  auricular  flutter 
is  transformed  into  fibrillation  is  uncertain.  The  drug  renders  the 
auricles  more  liable  to  fibrillation  than  beforehand  this  may  be 
accomplished  either  by  direct  action  on  the  auricular  tissues  or  by  its 
action  through  the  vagi.  It  seems  possible  that  the  conduction  of 
impulses  through  the  auricles  is  interfered  with  and  areas  of  block 
are  produced,  a  change  which  is,  according  to  recent  investigations, 
an  important  factor  in  the  causation  of  auricular  fibrillation.  When 
first  set  up,  fibrillation  tends  to  disappear,  and  in  the  cases  under 
discussion  the  normal  rhythm  is  resumed  before  fibrillation  becomes, 
so  to  speak,  firmly  established.  Lewis  has  shown  that  auricular 
flutter  may  be  abolished  by  the  administration  of  digitalis  after  it 
has  persisted  for  months. 

Digitalis  may  serve  another  useful  purpose  in  auricular  flutter  as 
Lewis  has  also  pointed  out.   With  the  auricular  rate  as  high  as  300  per 


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THERAPEUTIC  USE  OP  DIGITALIS  83 

minute  the  ventricles  may  respond  to  every  second  contraction,  and 
so  attain  a  rate  of  150  beats  per  minute.  Digitalis  by  its  action  on 
the  conduction  pathway  between  auricles  and  ventricles  may  increase 
the  degree  of  heart-block  which  is  already  present,  presumably  because 
of  the  excessive  auricular  rate.  After  the  depression  of  conduction 
the  ventricles  may  respond  to  only  every  third  or  fourth  auricular 
contraction  and  so  be  decidedly  reduced  in  rate,  much  to  the  improve- 
ment of  the  cardiac  efficiency.  Thorough  digitalization  of  patients 
with  auricular  flutter  is  therefore  a  valuable  procedure  whenever  this 
disturbance  of  the  heart  beat  is  encountered. 

c.  Cardiac  contractions  of  abnormal  origin.  Impulses  leading  to 
cardiac  contractions  may  arise  in  some  point  in  the  auricles  or  ven- 
tricles quite  outside  the  region  of  the  heart  in  which  the  normal 
rhythmical  stimuli  are  generated.  Such  impulses  may  arise  occa- 
sionally or  frequently  at  fairly  regular  intervals  causing  the  single 
premature  ectopic  beat,  or  extrasystole,  or  they  may  arise  rhyth- 
mically and  so  rapidly  that  they  dominate  the  cardiac  rhythm  causing 
a  high  grade  of  tachycardia.  These  various  conditions  dependent 
upon  cardiac  contractions  of  abnormal  origin  will  be  discussed 
separately  in  their  relation  to  the  action  of  digitalis. 

Premature  contractions  or  extrasystoles  occur  in  association  with 
.various  cardiac  disorders,  as  well  as  in  hearts  that  show  no  other 
abnormalities.  They  have  no  material  influence  on  the  circulation 
when  occurring  only  occasionally,  but  when  frequent,  as  often  for 
instance,  as  every  second  or  third  regular  heart  beat,  they  tend  to 
lower  the  efficiency  of  the  heart,  often  produce  annoying  subjective 
symptoms  and  are  therefore  undesirable.  There  are  two  questions . 
that  arise  concerning  the  relation  of  digitalis  to  premature  contrac- 
tions. Has  the  drug  any  effect  in  preventing  their  occurrence  and 
is  their  spontaneous  occurrence  a  contraindication  to  the  therapeutic 
use  of  the  drug? 

It  has  long  been  known  that  large  doses  cause  premature  contrac- 
tions which  are  recognized  as  one  of  the  most  constant  manifestations 
of  the  influence  of  the  drug  on  the  heart,  and  as  such  have  been 
discussed  previously.  Although  Wenckebach  (155)  was  aware  of  this 
effect  of  large  doses,  he  reported  several  cases,  and  published  curves  of 
two  of  them  in  which  small  doses  of  digitalis  caused  the  disappearance 


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84  G.  CANBY  ROBINSON 

of  premature  contractions  after  they  had  been  present  over  long 
periods  of  time.  He  considered  this  effect  as  due  to  the  direct  action 
of  the  drug  on  the  heart  muscle.  Mackenzie  (109)  has  given  digitalis 
to  patients  in  whom  spontaneous  premature  contractions  of  ven- 
tricular origin  were  occurring  and  was  unable  to  observe  any  effect 
on  them. 

Edens  (37)  has  perhaps  studied  the  subject  more  closely  than  any 
one  else.  He  reports  the  results  of  the  use  of  digitalis  in  a  variety 
of  cases  with  premature  contractions,  and  he  has  attempted  to  differ- 
entiate these  cases  on  the  basis  of  the  possible  causation  of  the 
premature  beats.  He  concludes  that  premature  contractions  depend- 
ent upon  recent  rheumatic  lesions  of  the  heart  are  not  influ- 
enced while  those  that  appear  to  be  associated  with  insufficiency  of 
the  coronary  circulation  are  probably  cleared  up  by  digitalis.  He 
found  that  the  type  of  premature  contractions  that  occur  in  persons 
who  use  tobacco  excessively,  the  so-called  nicotine  extrasystoles,  are 
not  affected  by  the  drug,  and  those  occurring  in  nervous  persons 
sometimes  disappeared  and  sometimes  were  unaffected  by  digitalis. 
Edens  considered  that  the  variable  effects  are  dependent  upon  the 
fact  that  there  are  different  forms  of  premature  contractions  and  that 
sharp  differentiation  on  the  ground  of  further  experience  is  urgently 
needed.  He  considers  that  premature  contractions  should  be  taken 
as  contraindications  for  the  intravenous  use  of  digitalis. 

So  little  is  known  regarding  the  underlying  causes  of  ectopic  prema- 
ture contractions  that  a  satisfactory  hypothesis  regarding  the  means 
by  which  digitalis  may  effect  them  and  the  manner  in  which  they 
may  respond  to  the  drug  cannot  be  put  forward.  It  is  possible  that 
the  heart  muscle  may  be  rendered  less  irritable  by  the  stimulation  of 
the  cardio-inhibitory  centre,  as  Wenckebach  (155)  has  suggested. 
The  production  of  premature  contractions  by  the  direct  action  of  the 
drug  probably  occurs  in  hearts  not  already  disposed  to  them  only 
after  very  large  doses,  approximately  50  per  cent  of  the  minimum 
lethal  dose.  It  is  possible  therefore  that  this  action  does  not  come 
into  play  even  in  hearts  showing  spontaneous  premature  contractions, 
while  other  effects  of  the  drug  tend  to  cause  their  disappearance. 
Their  presence  should  not  be  taken  as  a  contraindication  for  the 
therapeutic  dose  of  digitalis,  although  it  should  lead  to  caution,  and 


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THERAPEUTIC  USE  OF  DIGITALIS  85 

should  indicate  a  reduction  of  dosage.  The  favorable  influence  of 
digitalis  in  bringing  about  the  disappearance  of  premature  beats  is 
not  to  be  viewed  with  any  great  expectations  of  success,  although  in 
small  doses  it  may  have  this  effect  in  some  cases.  Christian  (19) 
has  stated  that 

this  question  of  the  exact  relation  of  digitalis  to  extrasystoles  is  one  still 
under  discussion.  In  most  cases,  extrasystoles  are  more  an  incident  in, 
rather  than  a  cause  of  cardiac  decompensation  and  their  presence  can  be 
neglected  in  considering  the  probable  efficiency  of  digitalis  therapy. 

d.  Paroxysmal  tachycardia  has  been  shown  by  electrocardiographic 
studies  to  be  a  disturbance  of  the  heart  beat  dependent  upon  the 
mechanism  closely  allied  to  that  responsible  for  the  occurrence  of 
single  premature  contractions.  It  is  characterized  by  the  sudden  r 
onset  of  a  very  rapid  cardiac  rate,  usually  between  150  and  250 
beats  per  minute,  which  terminates  as  suddenly  as  it  begins,  the  rate 
usually  returning  to  normal  after  a  period  of  some  hours  or  days. 
Very  short  paroxysms  are  also  seen.  These  periods  of  tachycardia 
are  apt  to  recur,  once  they  have  been  established.  The  tachycardia 
is  brought  about  by  the  production  of  cardiac  impulses  in  some  point 
removed  from  the  region  of  normal  impulse  formation.  The  ectopic 
focus  generates  impulses  at  an  abnormally  rapid  rate,  and  assumes . 
the  r61e  of  cardiac  pace-maker.  The  ectopic  focus  is  usually  in  one 
of  the  auricles  but  ventricular  foci  have  also  been  found  to  produce 
such  paroxysms. 

Digitalis  has  proved  to  be  without  influence  on  the  high  rate  of 
the  heart  brought  about  by  this  disturbance  of  its  mechanism.  Edens 
(37)  has  reported  a  case  in  which  the  paroxysm  stopped  during  digi- 
talis administration,  but  the  relation  of  cause  and  effect  cannot  be 
established.  During  the  attack  the  degree  of  heart  failure  varies 
greatly  from  patient  to  patient;  but,  in  most  instances,  when  the 
attacks  are  not  prolonged,  the  evidence  of  cardiac  insufficiency  is  not 
marked.  Individuals  who  have  these  paroxysms  of  tachycardia  not 
infrequently  show  no  definite  evidence  of  heart  disease  between 
attacks,  and  have,  presumably,  hearts  that  can  adjust  themselves  to 
the  abnormal  rate.  In  prolonged  attacks,  however,  the  heart  may 
show  signs  of  muscular  fatigue,  which  may  be  considered  as  an  indi- 


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86  G.   CANBY  ROBINSON 

cation  for  the  use  of  digitalis.  Robinson  and  Hermann  (133)  have 
recently  reported  a  case  of  prolonged  tachycardia  of  ventricular 
origin  in  which  digitalis  was  given  without  any  beneficial  effects. 

e.  Heart-block.  The  depression  of  conduction  is  one  of  the  most 
definite  effects  which  digitalis  produces,  as  has  already  been  brought 
out.  Therefore  in  partial  heart-block,  when  further  interference 
with  the  passage  of  the  cardiac  impulses  from  auricles  to  ventricles 
is  decidedly  undesirable,  digitalis  is  contraindicated. 

Cases  are  occasionally  seen  in  which  the  conduction  time  is  length- 
ened on  account  of  faulty  nutrition  of  the  functional  tissues  between 
the  auricles  and  ventricles.  This  depression  in  conduction  is  com- 
parable to  that  which  occurs  during  asphyxia,  and  may  disappear 
with  an  improvement  in  the  state  of  the  circulation.  In  these  cases 
digitalis  has  been  observed  to  bring  about  an  improvement  in  the 
auriculo-ventricular  conduction,  and  to  shorten  the  conduction  time 
to  within  normal  limits.  Careful  study  by  those  experienced  in 
abnormal  cardiac  physiology  is  necessary  to  differentiate  these  cases 
from  those  showing  depression  of  conduction  produced  by  structural 
changes  in  the  conducting  system. 

In  complete  heart-block,  when  the  ventricular  contractions  are 
being  stimulated  by  the  inherent  rhythmicity  of  the  ventricles,  the 
.  action  of  the  drug  on  conduction  may  be  disregarded.  Under  these 
conditions  an  improvement  of  the  efficiency  of  the  ventricles  and 
especially  the  quickening  of  their  slow  rate  is  the  result  to  be  desired, 
and  there  is  evidence  to  show  that  this  may  sometimes  be  attained 
by  digitalis. 

Jagic  (82)  noted  improvement  of  a  patient  with  complete  heart 
block  when  small  doses  of  digitalis  (0.05  gram  per  day)  were  given. 
Martinet  (110)  has  also  advocated  the  use  of  digitalis  in  complete 
heart-block,  and  has  warned  against  its  use  when  the  block  is  partial. 
He  believes  that  digitalis  acts  both  on  the  vagi  and  directly  on  the 
heart  muscle,  and  he  points  out  that  the  latter  action  may  be  effectual 
in  complete  heart-block  while  the  independently  beating  ventricles 
are  not  under  the  control  of  the  vagi,  and  so  the  former  action  can 
be  disregarded.  Bachmann  (3)  has  studied  a  case  in  which  stro- 
phantus was  given  with  beneficial  results  and  with  an  increase  in  the 
ventricular  rate  while  the  auricles  were  slowed.    Bachmann   (4) 


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THERAPEUTIC  USE  OF  DIGITALIS  87 

reported  a  second  case  with  similar  results,  in  which  the  ventricular 
rate  increased  from  23  to  31  beats  per  minute  during  the  adminis- 
tration of  the  drug.  He  is  of  the  opinion  that  strophanthus  is  of 
more  benefit  in  complete  heart-block  than  digitalis. 

Hewlett  and  Barringer  (79)  report  a  case  in  which  digitalis  produced 
auriculo-ventricular  dissociation  and  in  which  the  ventricular  rate 
exceeded  that  of  the  auricles.  They  suggest  on  the  basis  of  this 
observation  that  the  drug  may  be  of  value  in  complete  heart-block. 
They  failed,  however,  in  the  one  case  that  afforded  them  an  oppor- 
tunity of  testing  their  hypothesis  to  get  any  increase  in  the  ventricular 
rate  following  the  administration  of  digitalis. 

Cushny  (29)  has  suggested  that  helleborein  might  be  especially 
useful  in  heart-block,  as  he  says  it  has  an  effect  on  the  heart  muscle 
similar  to  that  of  digitalis,  but  is  without  effect  on  the  cardio-inhib- 
itory  mechanism.  Recent  investigation  of  cases  of  complete  heart- 
block  have  shown  that  the  rate  of  the  independently  beating  ventricles 
is,  in  most  instances,  free  from  the  control  of  the  vagi,  and  therefore 
the  inhibitory  action  of  digitalis  should  not  be  considered  of  moment 
in  these  cases.  The  direct  action  of  the  drug  on  the  heart  muscle 
may  be  advantageous  in  increasing  the  output  of  the  heart  even 
without  a  change  in  rate.  Complete  heart-block  is  not  a  contra- 
indication for  digitalis  according  to  Mackenzie  (108)  but  the  drug 
should  be  withheld  in  cases  of  temporary  heart-block  where  a  return 
of  the  normal  heart  beat  is  anticipated. 

J.  Heart  failure  with  normal  cardiac  mechanism 

a.  Myocardial  insufficiency  is  the  name  now  frequently  applied  to 
that  form  of  heart  disease  in  which  the  power  of  the  heart  muscle  is 
apparently  impaired,  and  in  which  no  other  cause  can  be  discovered 
to  account  for  the  failure  of  the  heart  to  maintain  the  circulation 
adequately.  The  term  myocarditis  has  been  used  to  express  the 
same  condition,  but  myocardial  insufficiency  is  to  be  preferred, 
as  it  expresses  functional  rather  than  structural  damage  of  the 
heart.  In  many  instances,  no  satisfactory  explanation  can  be 
found  by  the  present  day  methods  of  examination  of  tissues  for 
obvious  myocardial  inefficiency  on  the  basis  of  structural  changes 
in  the  heart  muscle. 


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88  G.  CANBY  ROBINSON 

In  the  case  under  consideration,  ample  evidence  of  heart  failure 
is  present,  while  there  is  no  conspicuous  disturbance  of  the  cardiac 
mechanism,  no  demonstrable  structural  damage  to  the  valves,  no 
alterations  in  the  vascular  system  sufficient  alone  to  account  for  the 
symptoms.  The  patients,  who  are  usually  past  middle  life,  are  short 
of  breath,  unable  to  lie  flat  in  bed  and  often  have  anginal  pain, 
especially  on  exertion.  They  frequently  have  edema  and  cyanosis, 
evidence  of  congestion  of  the  lungs  and  liver,  with  hydrothorax  and, 
at  times,  ascites. 

The  heart  is  enlarged  and  the  character  of  the  heart  sounds  may 
be  altered.  There  is  often  a  systolic  murmur  at  the  apex.  The 
urine  usually  contains  albumen  and  casts,  and  there  may  be  other 
evidence  of  renal  insufficiency.  The  blood  pressure  is  frequently 
elevated  and  the  heart  rate  is  often  increased. 

The  clinical  picture  may  vary  considerably  and  only  the  most 
obvious  symptoms  have  been  enumerated  in  order  to  define  this 
frequently  encountered  condition.  The  value  of  digitalis  in  the 
type  of  myocardial  insufficiency  that  has  been  described  is  not  nearly 
so  well  established  as  it  is  in  cases  of  heart  failure  with  auricular 
fibrillation.  This  is  to  be  expected,  as  heart  failure  in  these  cases  is 
dependent  upon  some  fundamental  change  in  the  cardiac  muscle 
which  no  known  means  can  remove;  while  in  auricular  fibrillation  a 
definite  factor  of  heart  failure  can  be  altered  advantageously.  The 
difference  in  the  effects  of  digitalis  in  these  two  types  of  heart  disease 
is  noted  consistently  in  the  literature  on  digitalis  since  it  was  first 
brought  out  by  Mackenzie  (108)  in  1905,  and  since  these  types  have 
received  definite  clinical  differentiation. 

The  prime  object  in  the  use  of  digitalis  in  myocardial  insufficiency 
is  to  improve  the  ability  of  the  heart  in  propelling  the  blood  and  in 
restoring  the  balance  between  the  arterial  and  the  venous  side  of 
the  circulation.  It  has  already  been  shown  how  difficult  it  is  to 
obtain  any  definite  direct  evidence  of  changes  in  the  output  of  the 
heart.  Various  elaborate  methods  have  been  devised  for  its  indirect 
determination,  but  these  have  not  been  extensively  used  in  the  study 
of  the  problem  now  under  consideration.  It  is  necessary  therefore 
to  rely  on  the  improvement  of  symptoms  by  digitalis,  and  this  evidence 
is  often  difficult  to  evaluate. 


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THERAPEUTIC  USE  OF  DIGITALIS  89 

It  has  been  repeatedly  shown  by  Cushny  (29),  Mackenzie  (109), 
Edens  (37),  Pongs  (120),  Cohn  (20),  Pratt  (122),  Christian  (16)  and 
others  that  the  cardiac  rates  of  these  cases  is  usually  not  slowed  by 
digitalis,  and  the  action  of  the  drug  on  the  cardio-inhibitory  mechanism 
apparently  plays  as  a  rule  no  part  in  the  favorable  results  which  the 
drug  may  accomplish  in  cases  with  regularly  beating  hearts.  Cohn 
(20)  has  emphasized  the  importance  of  differentiating  cases  with 
edema  from  those  without  it,  and  there  is  general  agreement  that  in 
cases  of  myocardial  insufficiency  with  edema,  diuresis  follows  the 
administration  of  digitalis,  the  edema  is  diminished  or  disappears 
and  there  is  a  general  improvement  in  symptoms.  At  the  same  time, 
the  idea  prevails,  as  recently  stated  by  Eggleston  (47)  that  the  diuretic 
action  of  the  drug  is  essentially  secondary  to  its  capacity  to  relieve 
heart  failure  and  to  restore  the  circulation.  Diuresis  must  be  looked 
upon,  if  this  idea  is  correct,  as  evidence  of  a  beneficial  influence  of  the 
drug  on  the  heart  muscle,  although  this  conclusion  is  not  as  yet 
warranted  as  final.    This  question  has  already  been  discussed. 

The  various  statements  of  those  who  have  studied  properly  the 
effect  of  digitalis  in  myocardial  insufficiency  indicate  that  benefit  is 
often  derived  from  its  use,  but  the  manner  of  its  action  is  still  obscure. 
Cushny  (29)  noted  improvement  in  such  symptoms  as  dyspnea, 
cyanosis  and  edema  without  any  change  in  the  cardiac  rate,  and 
attributed  the  improvement  to  the  direct  action  of  the  drug  on  the 
heart  muscle.  Edens  (37)  also  observed  clinical  improvement  with- 
out slowing  of  the  heart  rate,  and  he  believes  the  contractility  of  the 
heart  is  effected  favorably  by  digitalis,  but  considers  that  myocardial 
damage  limits  its  influence  in  this  regard.  Cushny' s  (31)  later  work 
emphasizes  the  relation  of  malnutrition  of  the  heart  to  the  action  of 
the  drug,  and  he  believes  the  drug  is  more  likely  to  act  directly  on 
the  heart  when  malnutrition  is  present.  Mackenzie  (109)  has  always 
been  skeptical  regarding  the  idea  that  heart  failure  may  be  relieved 
by  the  effect  of  the  drug  on  the  heart  muscle.  Christian  (15)  in 
discussing  what  he  terms  chronic  myocarditis  says  that  it  consti- 
tutes a  group  of  cases  in  which  digitalis  is  very  effective,  whether 
auricular  fibrillation  is  present  or  not,  but  with  recurrences  of  heart 
failure  the  drug  becomes  less  and  less  able  to  bring  relief.  Windle 
(162)  has  also  observed  definite  improvement  in  the  cases  under 


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90  G.  CANBY  ROBINSON 

discussion,  but  says  that  the  improvement  in  advanced  cardiac  failure 
is  often  only  temporary,  and  the  drug  becomes  less  and  less  effective 
as  the  cardiac  inefficiency  advances.  Christian  (16)  has  recently 
reported  a  series  of  cases  of  myocardial  insufficiency  with  regularly 
beating  hearts  and  with  edema  in  which  digitalis  produced  satisfactory 
effects. 

Pratt  (122)  has  employed  strophanthin  intravenously  in  these 
cases,  and  says  that  as  improvement  has  occurred  in  forms  of  heart 
failure  that  are  rarely,  if  ever,  relieved  by  digitalis,  it  is  suggested  at 
least  that  strophanthin  given  intravenously  exerts  an  effect  on  the 
contractility  or  tonicity  of  the  heart  muscle  that  is  not  obtained 
from  digitalis  in  therapeutic  doses.  West  and  Pratt  (156)  have 
recently  remarked  that  there  is  little  doubt  in  the  minds  of  most 
clinicians  that  much  good  can  be  expected  from  proper  dosage  in 
patients  showing  regular  rhythm,  when  their  symptoms  are  evidence 
of  heart  failure.  They  gave  full  doses  of  dried  aqueous  extract  of 
digitalis  to  a  number  of  such  patients  and  in  many  obtained  effects 
that  were  quite  as  gratifying  as  in  those  showing  auricular  fibrillation. 

The  heart  is  often  unusually  susceptible  to  digitalis  in  the  class 
of  cases  under  consideration,  and  toxic  effects  may  be  produced  by 
relatively  small  doses,  so  that  careful  study  of  these  cases  is  especially 
necessary  when  digitalis  is  administered.  It  is  evident  that  digitalis 
is  of  definite  value  in  cases  of  heart  failure  dependent  upon  myocardial 
insufficiency,  especially  when  edema  is  present.  The  manner  in 
which  the  drug  acts  is  still  a  matter  of  uncertainty.  The  fact  that 
abnormalities  exist  in  the  heart  which  have  not  as  yet  been  closely 
duplicated  in  animals  renders  comparison  with  experimental  results 
unwarranted.  The  influence  of  digitalis  in  cases  of  myocardial 
insufficiency  needs  further  study. 

b.  Pulsus  alter  nans,  a  phenomenon  dependent  upon  myocardial 
weakness,  consists  of  an  alternation  in  the  regularly  beating  heart  of 
relatively  strong  and  weak  cardiac  contractions  which  gives  an 
alternating  character  to  the  radial  pulse.  This  abnormality  of  the 
cardiac  contractions  is  a  grave  sign  of  myocardial  insufficiency.  It 
has  been  observed  following  the  administration  of  digitalis,  apparently 
as  an  effect  of  the  drug;  and  as  such  it  has  already  been  considered 
as  a  toxic  effect.    Questions  have  been  raised  as  to  whether  the 


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THERAPEUTIC  USE  OF  DIGITALIS  91 

presence  of  pulsus  alternans  is  a  contraindication  for  the  use  of 
digitalis  and  what  effect  the  drug  has  upon  it  when  already  present. 
Windle  (162)  has  made  an  extensive  study  of  these  questions.  He 
considers  pulsus  alternans  as  being  invariably  the  expression  of  an 
overtaxed  heart,  and  says  that  it  is  the  only  form  of  pulse  rhythm 
giving  definite  information  regarding  the  functional  efficiency  of  the 
heart.  Windle  was,  among  the  first  to  demonstrate  the  fact  that 
the  presence  of  pulsus  alternans  is  to  be  considered  a  sign  of  impending 
death,  even  when  circulatory  failure  is  not  extreme.  He  has  studied 
the  effect  of  digitalis  in  over  100  cases  of  heart  failure  showing  alter- 
nation, and  although  the  condition  does  rarely  follow  the  adminis- 
tration of  the  drug,  he  never  found  that  digitalis  increased  the  alter- 
nation of  the  pulse  or  produced  harmful  effects  when  it  was  present. 
On  the  contrary  the  alternation  and  irregularity  in  rhythm  of  the 
pulse  frequently  became  lessened,  and  not  seldom  was  abolished. 
The  presence  of  high  blood  pressure  does  not  contraindicate  the  use 
of  the  drug  in  these  cases.  Windle  points  out  the  relation  of  rate  to 
alternation,  and  shows  that  as  the  diastolic  periods  of  cardiac  rest 
lengthen,  the  tendency  to  alternation  of  contractions  diminishes. 
On  the  other  hand,  the  slower  the  rate  at  which  alternation  is  observed, 
the  more  serious  is  the  prognostic  significance,  as  the  more  extensive 
exhaustion  of  the  heart  muscle  is  indicated.  Pulsus  alternans  may 
disappear  permanently  under  digitalis  in  cases  of  myocardial  damage 
following  rheumatism,  but  Windle  believes  it  practically  never 
permanently  disappears  in  aged  patients.  Christian  (14)  who  pub- 
lishes some  excellent  records  of  pulsus  alternans,  has  obtained  good 
results  in  patients  showing  this  phenomenon.  He  reports  a  case  in 
which  digitalis  produced  striking  slowing  with  definite  clinical  im- 
provement, but  without  disappearance  of  alternation.  Christian 
remarks  that  it  is  to  be  remembered 

that  a  pulsus  alternans  is  a  sign  of  a  very  much  impaired  myocardium,  and 
when  the  myocardium  is  greatly  impaired  the  likelihood  of  functional 
improvement  from  digitalis  is  much  decreased.  To  push  digitalis  in  such  a 
case  may  do  much  damage.  Here  it  is  particularly  difficult  to  judge  how 
far  to  carry  digitalis  therapy  if  no  evident  effect  is  produced.  It  would 
seem  that  in  many  of  these  cases  the  margin  between  no  therapeutic  effect 
and  a  serious  toxic  effect  is  a  very  narrow  one. 


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92  G.  CANBY  ROBINSON 

Windle,  in  the  light  of  an  extensive  experience,  advises,  on  the 
other  hand,  to  continue  the  drug  until  vomiting  or  coupled  rhythm 
occurs. 

4.  Valvular  heart  disease 

Valvular  heart  disease  as  such  is  not  an  indication  for  the  employ- 
ment of  digitalis.  Much  misconception  has  been  prevalent  in  medical 
practice  regarding  this  fact.  On  the  other  hand,  many  cases  with 
structural  changes  in  the  valves  are  much  benefited  by  digitalis 
when  heart  failure  follows  or  accompanies  valvular  defects.  No 
one  can  conceive  that  the  condition  of  the  valves  can  be  altered  by 
the  drug,  and  the  presence  of  a  valvular  murmur,  even  when  it  is 
dependent  upon  a  structural  change  in  a  valve,  is  never  to  be  taken 
as  a  reason  for  giving  digitalis.  Experimental  destruction  of  one  or 
more  of  the  heart  valves  in  animals  is  not  followed,  as  a  rule,  by 
marked  disturbances  of  the  circulation.  However,  under  these 
conditions,  the  heart  is  otherwise  undamaged,  and  is  able  to  compen- 
sate for  the  faulty  valves. 

In  patients  with  valvular  disease  the  myocardium  and  the  coronary 
arteries  are  likely  to  participate  in  the  damage  that  has  affected  the 
valves,  and  share  in  the  causation  of  heart  failure.  Various  disturb- 
ances of  the  heart  may  therefore  occur  when  valvular  disease  is 
present,  and  these  disturbances  rather  than  those  of  the  valves  should 
serve  as  an  indication  for  the  use  of  the  drug.  This  is  the  attitude 
expressed  by  all  students  of  the  drug  who  have  considered  this  matter, 
but  it  has  not  been  discussed  in  the  recent  literature,  because  no 
doubt  it  has  appeared  self-evident. 

One  possible  benefit  of  digitalis  in  valvular  heart  disease  has, 
however,  been  recently  suggested  by  Cohn  and  Fraser  (22).  They 
point  out  that  a  delay  in  the  conduction  of  the  cardiac  impulse  from 
auricles  to  ventricles  may  be  of  advantage  to  the  heart  when  mitral 
stenosis  is  present,  as  such  an  effect  would  increase  the  time  available 
for  the  left  auricle  to  empty  itself  before  the  onset  of  ventricular 
contraction.  They  suggest  that  the  action  of  digitalis  in  bringing 
about  this  delay  of  conduction  may  be  a  factor  in  its  beneficial  effect 
in  cases  of  mitral  stenosis,  and  that  by  the  proper  regulation  of 
dosage,  the  conduction  time  may  be  constantly  lengthened.  No 
observations  bearing  directly  on  this  suggestion  have  as  yet  appeared. 


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THERAPEUTIC  USE  OF  DIGITALIS  93 

One  form  of  valvular  disease,  aortic  regurgitation,  has  gained  the 
reputation  of  being  a  contraindication  for  digitalis.  This  tradition 
no  doubt  goes  back  to  the  original  description  of  the  lesion  by  Corrigan 
(27)  in  1832,  for  there  he  says  that  digitalis  lengthens  diastole  and  so 
allows  more  blood  to  regurgitate  through  the  incompetent  valve. 
All  of  his  patients  with  this  lesion  who  received  the  drug  seemed  to 
have  become  worse  from  its  action.  Corrigan  does  not  state,  however, 
that  the  heart  rate  can  be  slowed  by  digitalis.  Christian  (16)  has 
commented  on  this  subject  and  says: 

There  still  lingers  the  tradition  that  aortic  insufficiency  contraindicates 
digitalis,  because  digitalis  would  prolong  diastole  and  the  large  regurgitant 
flow  of  the  blood  under  these  conditions  would  stop  the  heart  in  diastolic 
paralysis;  a  good  enough  theory;  only  it  seems  to  have  no  basis  in  fact. 

Pratt  (121)  also  states  that  this  lesion  is  not  a  contraindication 
for  the  use  of  digitalis,  and  this  has  been  the  general  experience  of 
all  who  have  paid  particular  attention  to  this  subject. 

It  may  be  said  therefore  that  in  determining  the  indications  for 
the  use  of  digitalis,  valvular  lesions  as  such  should  be  ignored,  and 
other  evidences  of  cardiac  disorder  should  always  serve  as  the  guides 
for  the  use  of  digitalis  in  valvular  heart  disease.  However,  the 
suggestion  of  Cohn  and  Fraser  (22)  concerning  the  possible  value 
of  the  drug  in  mitral  stenosis  is  worthy  of  consideration  and  careful 
study. 

5.  Disturbances  of  the  nervous  mechanism 

Certain  disorders  of  the  heart  are  encountered  in  which  without 
any  disturbance  of  the  cardiac  mechanism,  the  heart  assumes  an 
abnormally  rapid  rate.  The  underlying  cause  of  these  disorders  is 
not  well  understood,  but  the  more  prominent  symptoms  seem  to  be 
dependent  upon  a  functional  derangement  of  the  nervous  mechanism 
controlling  the  heart,  and  are  perhaps  caused  by  an  overbalancing 
of  the  inhibitory  nerves,  the  vagi,  by  the  accelerators.  Two  examples 
of  such  disorders  seem  worthy  of  consideration:  the  so  called  effort 
syndrome  or  neurocirculatory  asthenia,  and  hyper-throidism,  since 
digitalis  has  been  employed  in  the  hope  of  lessening  the  tachycardia 
in  each  instance. 


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94  G.  CANBY  ROBINSON 

a.  The  effort  syndrome  is  a  condition  which  has  come  into  promi- 
nence during  the  years  of  the  recent  war.  It  seems  to  be  particularly 
prone  to  occur  in  young  men  of  military  age  under  emotional  stress 
and  strain  incident  to  war,  and  affects  probably  those  whose  nervous 
make-up  renders  them  predisposed.  The  chief  symptoms  consist  of 
palpitation  of  the  heart  with  tachycardia,  breathlessness  and  cardiac 
pain  on  exertion,  and  manifestations  of  a  disturbed  nervous  system, 
such  as  headache,  giddiness  and  disturbed  sleep.  The  symptom 
complex  serves  as  a  good  example  of  what  is  generally  called  a  cardiac 
neurosis,  and  because  the  more  prominent  symptoms  are  referable 
to  the  heart,  digitalis  has  been  used,  especially  with  the  idea  of  over- 
coming the  tachycardia.  Parkinson  (119)  has  reported  a  study  of 
the  effects  of  digitalis  on  these  cases  carried  on  at  the  English  Heart 
Hospital  at  Colchester,  which  was  under  the  direction  of  Sir  Thomas 
Lewis.  Parkinson's  results  and  conclusions  serve  as  an  example  of 
the  general  experience  with  the  use  of  digitalis  in  this  condition.  He 
administered  full  doses  of  the  drug  to  a  series  of  20  patients.  The 
heart  rate  was  reduced  but  little,  and  the  increase  of  rate  which 
occurred  with  exercise  or  with  standing  was  not  controlled,  to  any 
appreciable  extent,  by  digitalis.  There  was  no  effect  on  either  the 
systolic  or  diastolic  blood  pressure.  Parkinson  states  that  digitalis 
scarcely  influences  this  group  of  patients,  even  when  the  puke  is 
rapid,  and  he  concludes  that  it  is  not  indicated  in  the  condition  known 
as  effort  syndrome  or  neurocirculatory  asthenia. 

b.  Hyperthyroidism  or  exophthalmic  goitre  serves  as  another 
example  of  tachycardia  which  is  primarily  independent  of  any  anatom- 
ical lesion  of  the  heart  or  of  any  alteration  in  the  mechanism  of  the 
heart  beat.  Several  possible  causes  present  themselves.  The  toxic 
substance  generated  by  the  thyroid  gland  may  act  directly  on  the 
heart  or  its  nervous  mechanism,  producing  the  characteristic  accel- 
eration of  rate;  or  there  may  be  some  fundamental  change  in  the 
nervous  system  which  manifests  itself  in  part  by  causing  tachycardia; 
or  the  increased  cardiac  rate  may  be  secondary  to  the  generalized 
increase  in  metabolic  processes  of  the  body.  Without  a  better 
.understanding  of  this  subject,  no  rational  therapy  directed  at  the 
heart  alone  can  be  devised.  Digitalis  has  been  used  with  the  hope 
of  slowing  the  heart  rate;  but,  as  Cohn  (20),  Fulton  (56)  and  others 
have  pointed  out,  always  without  success. 


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THERAPEUTIC  USE  OF  DIGITALIS  95 

It  may  be  said  that  not  only  in  the  two  examples  of  cardiac  neuroses 
that  have  been  considered,  but  in  all  types  of  disturbances  of  the 
nervous  mechanism,  digitalis  fails  to  produce  any  beneficial  effects. 
The  tachycardia,  usually  the  most  prominent  symptom,  is  not  influ- 
enced by  the  drug.  Whenever  the  diagnosis  can  be  established  with 
certainty,  if  should  be  considered  unwise  to  use  digitalis  in  the  cardiac 
neuroses  with  any  expectation  of  obtaining  beneficial  results. 

X.  DIGITALIS  IN  INFECTIOUS  DISEASES 

L  Fever  in  relation  to  the  action  of  digitalis 

During  the  course  of  severe  infections,  the  possibility  of  heart 
failure  is  naturally  constantly  before  the  physician.  Digitalis 
has  been  used  both  as  a  preventive  measure  with  the  idea  of 
"supporting"  the  heart  through  a  period  of  unusual  strain  and 
also  as  a  curative  measure  when  signs  of  heart  failure  have  appeared 
as  a  complication  of  an  infectious  disease.  In  this  connection,  the 
relation  of  fever  to  the  action  of  the  drug  has  been  a  matter  of  dis- 
cussion. Cohn  and  Jamieson  (24)  have  reviewed  this  subject  and 
state  that  definite  differences  of  opinion  exist  among  American, 
English  and  German  clinicians.  Some  consider  the  drug  is  without 
power  in  the  presence  of  fever;  while  it  has  been  used  extensively  by 
others,  especially  in  pneumonia.  Mackenzie  (109)  states  that  digitalis 
has  little  effect  upon  the  heart  rate  when  it  is  elevated  by  agents 
which  increase  its  excitability,  and  cites  the  effect  of  fever  as  an 
example.  Cushny  (30)  also  says  that  digitalis  is  especially  apt  to 
be  inefficient  when  fever  is  present.    • 

Cloetta  (19),  however,  has  recently  recommended  the  use  of 
digitalis  in  acute  infections,  combined  with  camphor  and  believes 
that  it  is  important  to  begin  the  administration  early  in  the  course 
of  acute  infections.  His  recommendations  are  apparently  based  on 
somewhat  empirical  reasons  however. 

The  relation  of  the  body  temperature  to  the  action  of  digitalis  has 
been  subjected  to  animal  experimentation.  According  to  Jamieson 
(83),  Gunn  studied  the  effect  of  strophanthin  on  the  perfused  heart 
at  temperatures  ranging  from  28°  to  41°C.  and  found  that  the  drug 
acted  more  quickly  at  higher  temperatures.    Recently  Hirschfelder, 


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96  G.  CANBY  ROBINSON 

Bicek,  Kucera  and  Hanson  (81)  have  studied  the  effect  of  high  tem- 
perature on  the  action  and  toxicity  of  digitalis.  They  injected  the 
tincture  intravenously  into  cats,  the  body  temperatures  of  which 
were  elevated  by  immersion  in  water,  heated  to  43°  to  46°C.  They 
found  that  digitalis  produced  effects  in  these  animals  similar  to  those 
observed  in  normal  animals,  but  there  was  a  decided  influence  on 
the  minimal  lethal  dose  per  kilo  of  body  weight  which  is  shown  in 
the  following  table. 


TEMPERATURE 

AVERAGE  LETHAL  DOSE 

•c. 

cc.  p*r  kilogram 

37-39 

0.94 

41 

0.78 

42 

0.59 

43 

0.375 

On  the  basis  of  these  results  Hirschfelder  and  his  collaborators 
warn  against  giving  large  doses  of  the  drug  to  patients  with  high 
temperatures. 

2.  Pneumonia 

Pneumonia  is  the  infectious  disease  in  which  digitalis  has  been 
most  extensively  used,  and  in  which  its  action  has  been  especially 
studied.  These  studies  furnish  valuable  information  regarding  the 
action  of  digitalis  in  the  presence  of  fever. 

Fulton  (56)  in  1914  expressed  the  general  opinion  prevalent  at 
that  time  regarding  the  employment  of  the  drug  in  pneumonia. 

Where  there  is  cyanosis  with  low  blood  pressure  and  a  rapid,  feeble  pulse, 
the  question  always  arises  whether  digitalis  should  be  administered.  The 
evidence  in  regard  to  its  value  in  such  cases  is  not  satisfactory.  It  is  not 
likely  to  do  harm  unless  there  is  some  involvement  which  might  encourage 
the  formation  of  heart-block,  in  which  instance  it  should  not  be  used. 

Since  this  time,  Cohn  and  Jamieson  (24)  have  carried  out  a  syste- 
matic study  of  the  action  of  the  drug  in  pneumonia,  and  have  obtained 
results  that  give  definite  answers  to  the  questions  involved.  They 
studied  a  series  of  105  cases  of  pneumonia,  49  of  which  received 
digitalis,  while  56  cases  served  as  controls  and  were  studied  with 


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THERAPEUTIC  USE  OF  DIGITALIS  97 

equal  care.  Electrocardiograms  were  obtained  at  frequent  intervals, 
and  particular  attention  was  paid  to  the  length  of  the  conduction 
time,  variations  in  the  T  wave  of  the  electrocardiogram  and  the 
ventricular  rate  in  cases  of  auricular  fibrillation. 

Digitalis  was  given  by  mouth  in  the  form  of  digipuratum.  They 
state: 

In  general  the  criteria  we  employed  permitted  us  to  judge  satisfactorily 
whether  digiatlis  was  acting.  We  found  that  the  signs  appeared  after  the 
same  amount  had  been  given  and  following  the  same  length  of  time  in  which 
these  signs  appeared  in  non-febrile  cases  originally  studied.  When  no 
digitalis  was  given  the  signs  did  not  appear. 

Cohn  and  Jamieson  conclude  that  digitalis  acts  during  the  febrile 
period,  and  produces  a  beneficial,  possibly  a  life-saving  effect  when 
auricular  fibrillation  or  flutter  occurs  during  the  course  of  pneumonia. 
Whatever  beneficial  action  digitalis  has  on  the  function  of  the  normally 
beating  non-febrile  heart  may  be  expected  from  its  use  in  the  febrile 
heart  in  pneumonia. 

Cohn  (21)  observed  auricular  fibrillation  or  flutter  in  12  out  of 
123  cases  of  pneumonia;  or  in  practically  10  per  cent.  He  considers 
the  frequency  of  these  cardiac  derangements  in  pneumonia  sufficient 
ground  for  keeping  patients  under  the  influence  of  digitalis  during 
the  course  of  this  disease.  The  drug  was  consequently  routinely 
administered  to  pneumonia  patients  according  to  the  following  plan, 
the  dose  being  indicated  in  grams  of  the  leaf. 


DAY  Of  DISEASE 

1 
0.5 

2 

0.5 

3 

4 

1.0 

5 

0.5 

6 

0.5 
0.5 

7 

0.5 

s 

9 

If  seen  early. 

If  seen  late 

Stone,  Phillips  and  Bliss  (146)  studied  the  effect  of  digitalis  in  a 
large  series  of  cases  of  pneumonia  in  an  army  hospital  during  the 
recent  war.  They  attempted  to  digitalize  thoroughly  the  cases 
during  the  first  forty-eight  hours  in  the  hospital  by  administering 
0.17  cc.  of  a  standardized  tincture  per  pound  of  body  weight  in 
several  large  doses.    The  total  amounts  ranged  from  20  to  30  cc. 

MEDICINE,  VOL.  I,  NO.  1 


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98 


G.  CANBY  ROBINSON 


With  these  doses  vomiting  occurred  in  only  4  to  5  cases;  partial  heart- 
block  appeared  in  one,  and  there  was  a  considerable  rise  of  blood 
pressure  in  another.  There  were  871  cases  in  their  series  and  the 
administration  of  the  drug  was  begun  at  a  certain  date  after  about 
half  the  number  of  cases  had  been  seen.  The  conditions  under  which 
these  patients  were  observed  did  not  allow  detailed  study  but  there 
was  a  striking  difference  in  the  death  rate  after  the  use  of  digitalis 
was  begun.    This  is  shown  in  the  following  table: 


uroum 

USB  01 
NGITALn 

Armm 
usb  or 

f?TfffTATTg 

Deaths  not  associated  with  sepsis. 

pcrunt 
25.8 
17.1 
46.3 

PCTftU 

11.8 

Itaiths  from  uncomplicated  pneumonia 

11.2 

Deaths  from  pneumonia  complicating  measles 

14.8 

Stone  and  his  co-workers  believe  the  tincture  of  digitalis  was 
responsible  for  the  decrease  in  the  percentage  of  deaths  in  the  cases 
not  associated  with  empyema  or  other  "septic"  conditions,  being 
definitely  valuable  in  the  type  of  cases  whose  deaths  are  associated 
with  cardiac  failure. 

Caution  must  be  exercised  in  drawing  sweeping  conclusions  from 
this  study,  as  under  the  circumstances,  it  cannot  take  into  account 
certain  possibilities  such  as  variations  in  the  virulence  of  the  infecting 
organisms  or  other  conditions  altering  the  severity  of  the  infections. 

Jamieson  (83)  carried  out  an  investigation  on  the  action  of  the 
lethal  dose  of  strophanthin  in  normal  animals  and  in  animals 
with  experimental  pneumonia.  Cats  and  dogs  were  used  and 
strophanthin  was  given  by  intravenous  injections.  Pneumonia  was 
produced  by  intratracheal  insufflation.  Jamieson  studied  the  effect  of 
strophanthin  in  21  cats  that  were  not  given  pneumonia  and  12  animals 
were  studied  that  had  pneumonia  but  were  not  given  strophanthin. 
The  action  of  the  drug  was  studied  in  a  large  series  of  infected  animals. 
The  results  of  these  experiments  led  to  the  following  conclusions: 

1.  When  a  like  amount  of  strophanthin  is  injected  intravenously, 
the  mortality  is  the  same  in  both  normal  cats  and  in  cats  suffering 
from  experimental  pneumonia. 


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THERAPEUTIC  USE  OF  DIGITALIS  99 

2.  The  minimal  lethal  dose  is  the  same  in  normal  dogs  and  in  dogs 
suffering  from  experimental  pneumonia. 

3.  The  presence  of  an  acute  infection  in  these  animals  does  not 
interfere  with  the  action  of  strophanthin  on  the  heart. 

4.  Electrocardiographic  changes  occurring  in  the  heart's  action 
when  strophanthin  is  injected  are  found  to  be  similar  in  normal  and 
in  infected  animals. 

5.  The  identity  of  strophanthin  action  in  infected  and  in  normal 
animals  renders  it  probable  that  a  like  similarity  may  be  anticipated 
in  man,  under  normal  conditions  and  in  pneumonia. 

This  work  corroborates  the  idea  expressed  by  Cohn  and  Jamieson 
that  the  action  of  digitalis  is  the  same  in  pneumonia  as  it  is  under 
non-febrile  conditions.  Probably  the  unfavorable  influence  of  fever 
on  the  action  of  digitalis  arose  from  the  observations  that  the  drug 
failed  to  slow  the  heart  in  febrile  conditions,  but  it  is  now  known 
that  the  drug  usually  fails  to  slow  the  normally  beating  heart  when 
fever  is  not  present  except  under  special  and  rare  conditions.  Further 
work  is  necessary  to  substantiate  the  idea  that  digitalis  "supports" 
the  heart  during  pneumonia,  although  the  work  of  Stone,  Phillips 
and  Bliss  is  suggestive  and  Cohn  considers  it  desirable  to  give  the 
drug  to  patients  with  the  disease  in  anticipation  of  auricular  fibril- 
lation. The  question  may  be  raised,  however,  as  to  whether  such 
use  of  digitalis  may  not  tend  to  bring  on  auricular  fibrillation  in 
these  cases. 

3.  Diphtheria 

Diphtheria  is  another  infection  which  deserves  special  consideration 
because  of  the  frequency  of  cardiac  damage  as  one  of  its  most  severe 
complications.  The  view  has  been  held  for  a  long  time  that  the  drug 
does  not  benefit  the  cardiac  disorders  following  diphtheria  and  is 
possibly  harmful  in  this  condition.  Only  recently,  however,  has 
this  matter  been  subjected  to  careful  study  by  modern  methods. 
McCulloch  (111)  after  an  extensive  study  of  the  heart  in  diphtheria 
by  means  of  the  electrocardiograph,  and  after  many  careful  obser- 
vations on  the  effect  of  digitalis  in  children,  has  drawn  attention  to 
the  close  similarity  between  the  cardiac  disturbances  produced  by 
diphtheria  and  the  toxic  effects  of  digitalis  on  the  heart.    In  diph- 


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100  G.  CANBY  ROBINSON 

theria  presumably  through  the  action  of  the  toxin  on  the  heart,  con- 
duction is  often  damaged,  premature  contractions  frequently  occur,  or 
there  may  be  striking  changes  in  rate,  either  a  high  grade  of  tachy- 
cardia or  marked  slowing.  McCulloch  attributes  the  slowing  of  the 
heart  in  diphtheria  to  vagus  stimulation,  and  he  has  studied  the  effect 
which  atropin  has  upon  it.  This  interpretation  is  perhaps  open  to 
question.  There  is,  however,  such  a  close  resemblance  between  the 
effects  on  the  heart  of  diphtheria  toxin  and  of  digitalis  that  it  seems 
to  be  adding  insult  to  injury  to  administer  the  drug  to  patients  with 
the  cardiac  complications  of  diphtheria.  McCulloch's  paper  is  a 
valuable  contribution  to  the  knowledge  of  indications  for  the  use  of 
digitalis. 

XI.  DOSAGE  OF  DIGITALIS 

1.  Oral  administration 

a.  The  amount  of  the  drug.  Withering  laid  down  a  sound  prin- 
ciple for  determining  the  proper  dosage  of  digitalis  when  he  wrote, 
"Let  the  medicine  be  continued  until  it  either  acts  on  the  kidneys, 
the  stomach,  the  pulse  or  the  bowels;  let  it  be  stopped  upon  the  first 
appearance  of  any  one  of  these  effects."  He  recognized  the  neces- 
sity of  regulating  the  dose  of  the  drug  by  its  action,  rather  than  by 
accepting  a  standard  dose  as  applicable  for  various  samples  of  the 
drug  and  for  various  types  of  disease  in  which  it  might  be  employed. 
In  spite  of  his  directions,  standards  of  dosage  of  wide  variations  have 
been  advocated. 

Eggleston  (42)  states  that  the  doses  of  the  tincture  of  digitalis 
recommended  by  recognized  authorities  range  from  2  minims  (less 
than  J  gram  of  the  leaf)  three  times  a  day  to  30  minims  (3  grains  of 
the  leaf)  three  times  a  day;  the  larger  dose  being  fifteen  times  as 
great  as  the  smaller.  Hatcher  and  Bailey  (72)  have  discussed  the 
use  of  the  tincture  of  strophanthus  and  strophanthin,  and  have  drawn 
attention  to  the  great  diversity  of  opinion  regarding  the  dosage  of 
these  drugs,  and  to  the  apparent  confusion  relative  to  the  activity 
of  various  preparations.  It  seems  probable  that  variability  of 
absorption  is  largely  responsible  for  the  lack  of  uniformity  of  dosage, 
as  will  be  brought  out  later.  It  is  apparent  that  many  misconcep- 
tions have  existed  regarding  the  dosage  of  digitalis  and  its  allies. 


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THERAPEUTIC  USE  OF  DIGITALIS  101 

There  has  been  recently  a  tendency  to  attribute  poor  results  of  digi- 
talis to  its  use  in  inadequate  doses. 

During  the  past  few  years  considerable  attention  has  been  focused 
on  the  matter  of  dosage,  and  much  progress  has  been  made  towards 
establishing  sound  principles,  based  on  accurate  determinations  in 
the  laboratory  and  in  the  clinic.  Eggleston  and  Hatcher  deserve  a 
large  share  of  the  credit  for  this  progress,  and  their  contributions  to 
various  phases  of  the  subject  have  proved  of  much  value. 

The  fundamental  problem  involved  in  the  dosage  of  digitalis  is 
the  determination  of  the  average  amount  of  standard  preparations 
required  to  produce  maximum  therapeutic  results  in  the  types  of 
patients  to  whom  the  drug  is  usually  given  and  which  does  not  produce 
severe  toxic  symptoms.  The  method  that  has  recently  come  into 
use  is  essentially  the  same  in  principle  as  that  advocated  by  Withering, 
and  consists  in  the  administration  of  the  drug  to  series  of  patients 
until  well  defined  evidence  of  digitalis  action  appears.  Modern 
methods,  however,  allow  the  detection  of  specific  effects  of  the  drug 
with  greater  precision  and  at  an  earlier  stage  than  was  possible  in 
Withering's  day. 

After  the  determination  of  the  average  amount  of  the  drug  neces- 
sary to  produce  the  desired  effects  in  a  series  of  patients,  attempts 
have  been  made  to  convert  this  finding  into  a  rule  designed  to  allow 
others  to  employ  the  drug  in  the  amount  most  likely  to  benefit  similar 
patients,  and  to  allow  its  use  under  conditions  which  do  not  permit 
the  determination  of  the  early  evidences  of  its  toxic  action. 

Following  such  carefully  conducted  studies  as  those  of  Mackenzie 
(109),  recommendations  as  to  dosage  were  made  which  reflected  the 
results  obtained  in  each  series  of  patients.  All  of  the  students  who 
employed  accurate  methods  for  the  detection  of  digitalis  action 
advocated  larger  doses  than  had  been  previously  customary,  but  the 
earlier  students  of  the  present  period  of  accurate  objective  clinical 
observation  pointed  out  the  fact  that  the  dose  must  not  only  be  fairly 
large  but  also  that  the  drug  must  be  continuously  administered  until 
definite  effects  were  produced,  when  it  should  be  either  discontinued 
or  much  reduced  in  amount. 

The  study  of  Eggleston  (42)  marks  the  beginning  of  much  progress 
in  digitalis  dosage.    His  paper  published  in  1915  brought  out  a 


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102  G.   CANBY  ROBINSON 

number  of  points  of  permanent  value,  and  is  an  excellent  example  of 
clinical  observation  based  on  a  sound  training  in  the  pharmacological 
laboratory.  Eggleston  undertook  to  determine  whether  or  not  it 
was  possible  to  establish  the  dose  of  digitalis  for  man  on  the  basis  of 
the  activity  of  the  drug  as  determined  by  a  biological  assay.  He 
studied,  at  the  same  time,  several  other  problems  directly  concerned 
in  the  question  of  the  dosage  of  digitalis  and  its  allies  and  pure  prin- 
ciples.   These  problems  were: 

1.  The  rate,  degree  and  uniformity  of  the  absorption  of  the  crude 
drug  and  its  active  principles. 

2.  The  influence  of  sex,  age  and  weight  on  the  dose. 

3.  The  influence  of  the  preparation-infusion,  tincture,  etc.,  on 
the  dose. 

4.  The  influence  of  the  cardiac  condition. 

5.  The  influence  of  the  size  of  the  daily  dose  on  the  total  dose 
required. 

Eggleston  used  tinctures  and  infusions  of  digitalis,  made  from  leaves 
of  different  sources  and  varying  in  activity,  and  crystalline  digitoxin 
dissolved  in  70  per  cent  alcohol  or  made  into  tablet  triturates.  The 
activity  of  each  preparation  was  determined  in  terms  of  cat  units  by 
the  method  of  Hatcher  and  Brody  (74).  These  drugs  were  admin- 
istered by  mouth  to  a  series  of  patients,  some  of  whom  had  auricular 
fibrillation.  Care  was  taken  that  none  of  the  patients  had  received 
any  one  of  the  digitalis  group  of  drugs  within  a  period  of  not  less 
than  three  weeks  prior  to  the  beginning  of  the  observation.  The 
patients  were  kept  under  observation  in  bed  for  from  three  to  seven 
days  before  digitalis  or  digitoxin  was  given,  whenever  their  condition 
justified  such  a  period  without  medication.  Body  weight,  intake 
and  output  of  fluids,  blood  pressure,  polygraphic — and  in  some 
instances — electrocardiographic  records  were  obtained  as  indicated, 
as  well  as  frequent  physical  examinations.  Personal  bias  was,  as  far 
as  possible,  eliminated  in  judging  changes  in  the  condition  of  the 
patients. 

The  study  was  carried  out  on  47  patients,  6  of  whom  had  two 
courses  of  treatment,  making  53  in  all.  Fifteen  studies  were  made 
on  cases  with  auricular  fibrillation  and  38  on  non-fibrillation  cases. 


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THERAPEUTIC  USE  OF  DIGITALIS  103 

The  action  of  digitalis  was  determined  by  subjective  and  objective 
improvement  in  the  symptoms  and  signs  of  heart  failure  and  in  the 
appearance  of  minor  toxic  effects.  The  phenomena  included  in  this 
latter  category  were  marked  sinus  arrhythmia,  partial  heart-block, 
premature  contractions,  nausea  and  vomiting. 

The  details  of  the  method  used  by  Eggleston  are  given  because 
his  work  is  a  good  example  of  the  methods  of  clinical  studies  which 
have  yielded  valuable  results,  and  indicate  the  various  procedures 
necessary  to  prevent  faulty  observation  and  false  conclusions  when 
studying  the  effect  of  these  drugs  on  patients. 

The  most  important  feature  of  Eggleston's  study  is  that  it  enabled 
him  to  determine  the  amounts  of  the  drugs  in  terms  of  cat  units 
per  pound  of  body  weight  required  to  produce  therapeutic  and  toxic 
effects.  In  other  words,  he  introduced  two  quantitative  factors 
into  the  consideration  of  dosage  that  had  previously  received  only 
indefinite  consideration,  and  had  not  been  brought  into  accurate 
relation  with  each  other.  Eggleston  brought  to  the  problem  of 
dosage  drugs  of  known  activity  and  measured  their  effects  in  terms 
of  the  total  amount  used  in  relation  to  the  weight  of  the  individuals 
receiving  them. 

No  definite  difference  was  found  between  the  amounts  of  the  drugs 
necessary  to  produce  comparable  therapeutic  or  minor  toxic  effects 
in  cases  with  auricular  fibrillation  and  in  non-fibrillation  cases. 

Eggleston  draws  the  following  conclusions  and  deductions  from 
his  studies: 

1.  The  cat  method  of  standardization  of  digitalis  yields  results 
on  which  the  dose  for  man  can  be  based. 

2.  The  average  therapeutic  dose  of  digitalis  given  orally  to  man 
in  the  form  of  tincture  is  0.146  cc.  of  an  average  high  grade  tincture 
per  pound  of  body  weight  as  established  by  thirty-three  observations. 

3.  Fifteen  observations  have  established  0.066  cat  unit,  or  0.023 
mgm.,  per  pound  as  the  average  therapeutic  dose  of  crystalline 
digi  toxin. 

4.  Approximately  half  of  a  total  of  48  courses  of  administration 
of  either  digitalis  or  digitoxin,  full  therapeutic  effects  were  secured 
with  doses  falling  within  IS  per  cent  above  or  below  the  average 
dose. 


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104  G.  CANBY  ROBINSON 

5.  Doses  considerably  larger  than  the  average  were  taken  in  17 
instances  without  the  production  of  more  than  mild  toxic  symptoms. 

6.  The  activity  of  the  preparation  of  digitalis  has  no  material 
influence  on  the  dose  required  in  terms  of  cat  units. 

7.  Age,  sex  and  cardiac  condition  do  not  seem  to  influence  the  size 
of  the  dose  required. 

8.  Both  digitalis  and  digitoxin  are  probably  rapidly  and  fairly 
uniformly  absorbed  from  the  alimentary  canal  of  man,  but  digitalis 
is  less  completely  absorbed  than  is  digitoxin. 

9.  Strophanthus,  the  strophanthins,  ouabain,  true  digitalin,  and 
some  other  digitalis  substances  are  poorly  or  irregularly  absorbed 
when  given  by  mouth  to  man  or  to  the  higher  animals  and  are  unsuited 
for  therapeutic  use  in  this  way. 

Eggleston  has  pointed  out  the  practical  application  of  his  results. 
In  dealing  with  the  tincture  of  digitalis,  the  dose  may  be  taken  for 
convenience  as  0.15  cat  unit  per  pound  of  body  weight  when- the 
tincture  possesses  a  strength  of  1  cc.  to  the  cat  unit.  This  has  been 
found  to  be  the  average  strength  of  high  grade  tinctures  and  repre- 
sents 100  mgm.  of  the  crude  drug.  This  strength  may  be  accepted 
as  a  basis  for  the  calculation  of  the  total  amount  probably  necessary 
to  produce  the  maximum  therapeutic  results.  A  patient  weighing 
150  pounds  would  therefore  require  22.5  cc.  of  such  a  tincture. 
Eggleston  states: 

On  the  basis  of  the  patient's  actual  or  estimated  weight,  the  total  amount 
which  would  probably  be  required  should  be  calculated  and  this  quantity 
could  then  be  divided  into  single  or  daily  doses  according  to  the  rapidity 
with  which  it  was  desired  to  induce  the  full  therapeutic  effects.  If,  after 
the  total  calculated  amount  had  been  taken,  the  patient  failed  to  show  the 
full  therapeutic  effect  or  some  minor  toxic  action  indicated  that  enough 
had  been  given,  the  administration  should  be  continued  in  small  repeated 
doses  until  one  or  the  other  of  these  evidences  called  for  its  withdrawal. 

In  this  way  it  is  possible  to  give  a  third  to  half  of  the  total  calculated 
therapeutic  dose  at  a  single  administration,  to  follow  this  in  from  four  to 
six  hours  with  a  quarter  to  a  third  of  the  total  dose,  and  to  give  the  remain- 
der in  a  few  doses  of  smaller  size  at  intervals  of  from  four  to  six  hours. 
By  this  plan  of  administration,  the  full  effects  can  be  secured  in  from  twelve 
to  thirty-six  hours  in  the  majority  of  cases. 


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THERAPEUTIC  USE  OF  DIGITALIS  105 

The  administration  of  half  of  the  total  dose  may  call  for  the  giving  of 
from  5  to  15  cc.  of  the  tincture  at  once,  and  it  might  be  feared  that  such  a 
large  dose  might  cause  gastric  irritation  and  nausea  or  vomiting.  I  have 
given  such  doses  repeatedly  since  the  completion  of  the  greater  portion  of 
this  work  and  have  never  seen  the  least  disturbance  of  any  kind  arising  as 
a  consequence.  This  is  due  to  the  fact  that  the  nausea  and  vomiting 
following  the  administration  of  the  digitalis  bodies  is  of  central  origin  and 
results  only  after  the  absorption  of  a  sufficient  quantity  of  the  drug  into 
the  circulation. 

It  should  be  reiterated  in  this  place  that  the  use  of  such  large  doses  of 
either  digitalis  or  digitoxin  as  are  mentioned  is  not  a  safe  procedure  unless 
the  patient  can  be  under  nearly  constant  observation  and  unless  the  effects 
of  the  treatment  can  be  graphically  recorded  at  frequent  intervals.  This 
practically  limits  such  procedures  to  hospital  practice  and  to  those  well 
versed  in  the  significance  of  polygraphic  and  electrocardiographic  records. 

Certain  precautions  necessary  in  using  digitoxin  according  to  the 
calculations  he  describes  are  pointed  out. 

Eggleston  (45)  has  recently  published  a  brief  description  of  his 
plan  for  administration  of  digitalis  by  the  body-weight  method,  and 
has  given  simple  formulas  for  the  determination  of  the  dose  of  the 
leaf,  the  tincture  and  the  infusion  when  the  weight  of  the  patient 
and  cat  unit  strength  of  the  drug  is  known.  The  average  relative 
strength  of  these  forms  of  the  drug  have  been  found  by  Hatcher  and 
Eggleston  to  be 

100  mgm.  of  the  leaf         =  1  cat  unit 

1  cc.  of  the  tincture   =  1  cat  unit 

10  cc.  of  the  infusion   =  1  cat  unit 

When  the  activity  of  a  particular  specimen  given  is  not  known,  it  is 
safe  to  use  these  figures  for  purposes  of  calculation;  but  then  only 
75  per  cent  of  the  calculated  dose  should  be  given  in  order  to  allow 
for  the  possibility  of  excessive  activity  of  the  specimen. 

He  recommends  differentiating  urgent  and  non-urgent  cases,  and 
points  out  the  importance  of  reducing  the  dose  when  any  member 
of  the  digitalis  group  has  been  taken  in  the  preceding  ten  days, 
particularly  when  evidences  of  partial  digitization  are  present. 
Eggleston  also  prescribed  certain  safeguards  which  should  be  carefully 
followed.    The  signs  of  minor  digitalis  intoxication,  such  as  nausea 


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106  G.   CANBY  ROBINSON 

and  vomiting,  reduction  of  the  heart  rate  below  60  per  minute,  and 
the  appearance  of  frequent  premature  beats;  of  definite  heart-block; 
of  marked  phasic  arrhythmia,  or  of  coupled  rhythm  are  to  be  taken 
as  indications  for  the  cessation  of  further  administration.  By  the 
Eggleston  method  the  calculated  total  amount  of  the  drug  may  be 
given  to  urgent  cases  in  twenty-four  or  thirty-six  hours.  By  giving 
an  initial  dose  of  the  drug  consisting  of  one-third  to  one-half  of  the 
total  calculated  amount,  and  then  by  giving  smaller  parts  of  it  at 
six-hour  intervals,  over-dosage  is  prevented  as  digitalis  action  becomes 
evident  in  six  hours  when  the  drug  is  given  by  mouth. 
Eggleston  comments  on  this  method  of  administration  as  follows: 

The  employment  of  this  method  of  administration  of  digitalis  is  without 
danger  to  the  patient  if  the  directions  are  followed  in  detail  and  if  the  safe- 
guards are  carefully  observed.  By  its  employment  it  is  usually  possible 
to  produce  maximal  digitalis  action  in  from  twelve  to  eighteen  hours,  and 
marked  therapeutic  effects  are  frequently  observed  within  six  hours  after 
the  initial  dose.  By  its  use,  it  is  possible  to  dispense  with  the  intravenous 
or  intramuscular  administration  of  ouabain,  amorphous  strophanthin,  or 
other  digitalis  body  in  the  great  majority  of  cases  of  heart  failure. 

The  demonstration  of  the  necessity  for  using  digitalis  and  its  allies 
according  to  its  activity  as  determined  by  biological  assay  is  one  of 
the  most  important  results  of  Eggleston's  work,  and  for  that  reason, 
the  question  of  biological  assay  was  taken  up  quite  fully  in  the  earlier 
part  of  the  review.  The  relative  strength  of  the  various  members 
of  the  digitalis  group  were  also  taken  up,  and  the  figures  given  in 
that  portion  of  the  review  may  be  taken  for  the  determination  of 
dosage  for  their  oral  administration.  However,  the  problem  of 
absorption  from  the  gastrointestinal  tract  must  always  be  borne  in 
mind,  and  it  will  be  brought  out  presently  that  this  has  a  striking 
influence  on  the  action  of  various  drugs  and  preparations  when 
administered  orally. 

Emphasis  should  be  given  to  the  work  of  Hatcher  (68)  on  the 
persistence  of  the  action  of  the  digitalins  in  connection  with  dosage. 
He  showed  by  animal  experiments  that  all  the  digitalis  bodies  are 
synergistic  and  that  the  action  of  one  is  added  to  that  of  another. 
For  this  reason,  the  effect  of  any  drug  of  this  group  contraindicates 


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THERAPEUTIC  USE  OF  DIGITALIS  107 

the  administration  of  any  other  of  the  digitalis  bodies.  Warning  is 
gravely  expressed  by  Cohn  (21)  that 

digitalis  should,  under  no  circumstances,  be  given  to  a  patient  who  has 
previously  been  given  digitalis  in  any  form  or  by  any  route.  The  faOure 
to  obey  this  warning  has,  on  many  occasions,  been  followed  by  disastrous 
results  to  the  patient. 

The  actual  amount  of  digitalis  in  terms  of  the  powdered  leaf  which 
is  usually  required  to  produce  the  maximum  therapeutic  results  for 
an  average  adult  weighing  about  150  pounds  is,  according  to  Eggle- 
ston's  calculations,  2.25  grams.  Mackenzie  (109)  states  that  5  to  8 
drachms  of  the  tincture  usually  produces  the  desired  effects  in  his 
cases,  an  amount  which  should  equal  2  to  3.2  grams  of  the  crude 
drug.  Cohn  (20)  found  that  slowing  of  the  heart  rate  in  cases  of 
auricular  fibrillation  occurred  after  from  2  to  2.8  grams  of  the  leaf 
had  been  given,  and  Cohn  and  Fraser  (22)  found  that  when  the  digi- 
talis was  administered  as  the  tincture  or  as  digipuratum,  a  disturbance 
of  the  rhythm  was  usually  effected  when  an  equivalent  of  from  2  to 
4  grams  of  the  leaves  had  been  given,  although  symptoms  of  intoxi- 
cation usually  appeared  before  half  of  this  quantity  was  given. 

West  and  Pratt  (156)  using  a  dried  aqueous  extract  of  digitalis 
obtained  satisfactory  therapeutic  effects  with  a  preparation  having 
a  cat  unit  strength  of  0.1  gram  when  from  1.4  to  2.2  grams  had  been 
given,  while  Cohn  and  Levy  (25),  obtained  the  desired  therapeutic 
results  when  1  gram  of  digipuratum  of  the  same  activity  was  given. 

White  and  Morris  (159)  and  Kay  (88)  have  confirmed  Eggleston's 
principles  of  dosage.  Robinson  (130)  has  also  administered  a  stand- 
ardized tincture  in  large  single  doses,  calculated  according  to  Eggles- 
ton's formula,  to  100  cases  of  heart  disease;  the  doses  ranging,  as  a 
rule,  from  15  to  25  cc.  or  15  to  25  cat  units,  the  amount  being  regu- 
lated by  the  body  weight.  He  observed  excellent  therapeutic  results 
without  encountering  any  serious  toxic  effects.  He  found  that  the  use 
of  large  single  doses  is  apparently  not  dangerous  under  proper  con- 
ditions of  study,  and  brings  the  heart  rapidly  under  the  influence  of 
the  drug. 

Pardee  (118)  has  published  the  results  of  a  study  of  sixteen  patients 
to  whom  the  tincture  was  administered.    His  results  also  closely 


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108  G.  CANBY  ROBINSON 

confirm  the  findings  of  Eggleston.  He  found  wide  variations  similar 
to  those  seen  by  Eggleston  which  occur  in  the  amount  of  the  drug 
required  by  different  individuals  to  produce  the  same  effects,  the 
variations  in  his  series  being  from  36  per  cent  below  to  SO  per  cent 
above  average. 

When  digitalis  is  being  administered  in  liquid  form  it  should  always 
be  remembered  that  there  is  a  great  difference  between  the  amount 
contained  in  a  drop  and  in  a  minim.  Cloetta  (19),  Pratt  (121)  Chris- 
tian (16),  Pardee  (118),  and  others  have  referred  to  the  inadequacy 
of  dosage  which  has  resulted  from  considering  a  drop  equal  to  a 
minim,  while  in  reality,  according  to  Pratt,  1  cc.  or  15  minims  of 
the  tincture  contains  35  to  40  drops  when  the  ordinary  medicine 
dropper  is  used. 

In  summing  up  the  work  of  these  several  students  of  digitalis 
dosage,  it  may  be  concluded  that  the  average  total  amount  of  the 
drug  necessary  to  produce  therapeutic  effects  when  administered 
orally  has  been  firmly  established,  provided  the  activity  of  the  prepara- 
tion and  the  body  weight  of  the  patient  are  taken  into  consideration. 
This  average  total  amount  may  be  given  in  large  single  doses  under 
proper  conditions  and  when  certain  precautions  are  carefully  followed, 
or  it  may  be  given  in  relatively  small  doses,  at  regular  intervals  pro- 
vided doses  are  sufficiently  large  to  allow  the  drug  to  accumulate  in 
the  body  and  are  not  below  the  rate  of  elimination  of  the  drug,  a 
matter  to  be  considered  later. 

Pardee  (118a)  in  his  second  paper  on  digitalis  dosage  expresses 
the  opinion  that  when  a  tincture  of  unknown  strength  is  being  used, 
it  is  safe  to  follow  the  rule  of  giving  1  minim  for  each  pound  of  body 
weight  in  a  single  dose  when  the  effects  of  the  drug  are  desired  rapidly. 
This  dose  is  well  under  the  calculated  maximun  dose  of  Eggleston, 
and  allows  for  a  considerable  increase  in  the  strength  of  the  tincture 
above  that  of  the  average  preparation. 

The  question  of  applying  the  body-weight  method  to  children  has 
recently  been  investigated  by  McCulloch  and  Rupe  (112).  They 
observed  the  amounts  of  the  tincture  of  digitalis  necessary  to  pro- 
duce definite  effects  in  36  children  varying  from  one  to  fifteen  years, 
none  of  whom  had  heart  disease.  Frequent  electrocardiograms  were 
obtained  and  the  usual  methods  of  clinical  observation  were  carried 


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THERAPEUTIC  USE  OF  DIGITALIS  109 

out  McCulloch  and  Rupe  give  the  weight  of  the  children  in  kilo- 
grams, but  for  purpose  of  comparison  with  the  work  already  reviewed, 
it  will  be  given  here  approximately  in  pounds,  two  pounds  being 
allowed  for  each  kilogram.  The  weights  of  the  children  ranged  from 
17  to  100  pounds. 

The  tincture  employed  was  standardized  at  frequent  intervals  and 
had  continuously  a  strength  of  approximately  1  cc.  per  cat  unit.  It 
was  found  to  produce  therapeutic  effects  in  adults  when  given  in 
doses  of  0.15  cc.  per  pound  of  body  weight.  In  normal  children 
considering  the  group  as  a  whole,  from  two  to  five  times  as  much 
digitalis  per  pound  of  body  weight  was  necessary  to  produce  recog- 
nized digitalis  effects  as  was  found  necessary  to  produce  an  optimum 
therapeutic  effect  in  adult  patients  with  heart  disease.  The  difference 
of  children  in  this  regard  was  especially  true  for  those  weighing  over 
40  pounds.  There  were  12  such  cases  in  the  series,  8  of  whom  showed 
no  response  to  closes  of  0.29  to  0.48  cc.  per  pound,  while  the  other 
4  required  from  0.62  to  0.87  per  pound  of  body  weight  before 
showing  evidence  of  the  action  of  the  drug. 

Among  the  24  children  weighing  less  than  40  pounds,  14  responded 
to  less  than  0.5  cc.  per  pound  while  8  required  from  0.5  to  0.87  cc  per 
pound. 

Two  children  aged  twelve  and  twenty-one  months  respectively 
weighing  19  pounds  each  did  not  respond  to  the  drug  until  19.2  cc 
had  been  given  in  24  doses,  requiring  approximately  1  cc.  per  pound 
of  body  weight  before  showing  evidence  of  digitalis  action.  The  total 
amount  of  the  tincture  was  given  in  this  series  in  from  5  to  24  doses, 
being  administered  4  times  a  day.  Elimination  therefore  probably 
had  little  or  no  influence  on  the  total  amount  taken,  although  of 
course  absorption  is  a  factor  difficult  to  evaluate. 

McCulloch  and  Rupe  conclude  that  children  weighing  from  16  to 
40  pounds,  or  up  to  about  the  age  of  four  years,  respond  more  readily 
as  a  rule  to  digitalis,  than  do  those  above  this  weight  and  age  while 
the  older  children  required  a  distinctly  larger  amount  per  unit  of 
body  weight  than  is  required  to  produce  comparable  effects  in  adults 
with  heart  disease.  Considerable  variation  in  the  amount  of  the 
tincture  necessary  to  bring  about  a  response  in  the  hearts  of  the  chil- 
dren was  found,  but  it  is  evident  that  relatively  large  doses  of  digitalis 


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110  G.  CANBY  ROBINSON 

can  be  administered  to  children  with  comparative  impunity.  McCul- 
lock  and  Rupe  (1 12a)  have  studied  a  second  series  composed  of  children 
with  heart  disease.  In  this  series  they  found  no  qualitative  difference 
in  the  effect  of  digitalis  when  compared  to  the  action  of  the  drug 
on  adults.  They  found,  however,  that  children  with  heart  disease 
require  about  50  per  cent  more  of  the  drug  per  pound  of  body  weight 
on  an  average  than  do  adults  to  obtain  the  same  results.  Some  of 
the  cases  required  100  per  cent  more  of  the  drug,  that  is  a  quantity 
double  the  estimated  dose,  while  others  required  only  10  per  cent 
additional  amount. 

b.  Absorption  of  digitalis  from  the  alimentary  tract  is  a  problem 
which  has  an  important  bearing  on  the  dosage  of  the  drug  when  ad- 
ministered by  mouth,  and  has  recently  received  considerable  atten- 
tion. The  relative  rates  of  absorption  of  the  various  members  of  the 
digitalis  group,  variations  in  absorption  of  a  single  preparation  and 
influences  delaying  absorption  have  been  studied  both  in  the  labora- 
tory and  in  the  clinic. 

Schmiedeberg  (139)  states  that  the  active  principles  of  digitalis, 
digitoxin,  digitalin  and  digitalein  are  slowly  absorbed  from  the  gastro- 
intestinal tract. 

Ogawa  (116)  called  attention  to  the  delay  in  the  time  required  for 
digitalis  to  affect  the  heart  when  given  by  mouth  as  compared  with 
the  time  required  after  intravenous  injection.  He  concluded  that 
the  slowness  of  absorption  is  the  greatest  factor  in  the  "latent  period" 
of  digitalis  action.  He  states  that  digitoxin  is  not  absorbed  from  the 
stomach  and  only  with  relative  slowness  from  the  intestines.  He 
found  that  by  examining  the  withdrawn  gastric  contents  that  different 
preparations  of  digitalis  have  different  rates  of  absorption,  and  that 
digitoxin  for  which  he  applied  a  colorimetric  test,  remains  for  a  shorter 
period  in  the  stomach  when  taken  as  digipuratum  than  when  taken  as 
powdered  leaves  or  as  the  infusion. 

Ogawa  is  of  the  opinion  that  the  absorption  of  the  digitalis  bodies 
is  further  delayed  by  congestion  of  the  abdominal  vessels,  as  he  found 
that  experimental  obstruction  to  the  portal  circulation  prevented 
their  absorption.  Cloetta  (19)  also  considers  that  congestion  of  the 
intestinal  vessels  and  of  the  liver  interferes  with  the  absorption  of 
digitalis.    Eggleston  (42)  on  the  other  hand,  states  that  prompt  and 


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THERAPEUTIC  USE  OF  DIGITALIS  111 

efficient  absorption  of  digitalis  and  digitoxin  seems  to  take  place  even 
in  the  face  of  considerable  abnormality  of  the  alimentary  canal, 
for  patients  manifesting  evidence  of  marked  congestion  of  this  region, 
resulting  even  in  repeated  vomiting,  respond  quite  as  promptly  and  to 
the  same  doses  as  do  those  who  are  apparently  free  from  disturbance. 

Haskell,  McCants  and  Gardner  (66)  studied  the  relative  rate  of 
absorption  of  various  digitalis  bodies  from  the  gastrointestinal  tract 
of  animals.  They  determined  the  amount  of  digitalis  intravenously 
injected  necessary  to  produce  emesis  after  constant  amounts  had 
been  given  orally,  and  took  as  the  measure  of  absorption  from  the 
gastro-intestinal  trace  the  size  of  the  intravenous  dose  necessary  to 
produce  this  result,  as  the  larger  the  amount  absorbed  from  the  gastro- 
intestinal tract,  the  less  is  needed  by  vein.  They  found  that  the 
tincture  of  digitalis  was  much  better  absorbed  than  the  infusion,  and 
that  the  expensive  preparations,  digipuratum,  digalen  anddigipoten 
had  no  advantages  over  the  tincture  in  regard  to  absorbability. 

The  most  important  work  that  has  been  done  on  the  matter  of 
absorption  is  that  from  the  laboratory  of  Hatcher  and  from  the 
clinic  of  Eggleston.  Their  numerous  papers  contain  many  references 
to  this  matter.  Hatcher  and  Baily  (61)  called  attention  to  the  fact 
that  the  tincture  of  strophantus  is  poorly  absorbed  from  the  gastro- 
intestinal tract,  and  Eggleston  has  recently  stated  in  discussing  the 
work  of  White,  Balboni  and  Viko  (158)  which  has  already  been  referred 
to,  that  the  tincture  of  squill  owes  its  relative  inactivity  to  its  poor 
absorption.  Hatcher  and  Bailey  (73)  have  also  pointed  out  that 
dangerous  variations  in  absorption  of  strophantus  may  take  place. 
Eggleston  (47)  has  recently  summarized  his  ideas  regarding  the  use 
of  members  of  the  group  other  than  digitalis  as  follows: 

The  materia  medica  of  the  digitalis  group  of  drugs  is  large,  but  digitalis 
alone  is  well  absorbed  from  the  alimentary  tract  of  man.  Strophantus, 
convallaria,  squills,  etc,  are  alike  poorly  absorbed  and  irregularly  absorbed. 
Strophanthus  deserves  special  mention,  because  it  is  100  times  as  active 
as  digitalis,  yet  the  official  dose  is  only  half  that  of  digitalis,  and  it  is  often 
given  in  equal  doses.  The  irregularity  of  its  absorption  is  of  greater  im- 
portance than  the  fact  that  its  absorption  is  generally  poor,  for  in  some 
cases,  serious  poisoning  has  resulted  from  the  rapid  absorption  of  the 
customary  dose.    We  are  convinced  that  strophanthus  should  never  be 


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112  G.   CANBY  ROBINSON 

used  for  oral  administration  to  roan  on  account  of  the  danger  of  serious 
accident,  despite  the  fact  that  it  often  has  been  so  used  with  satisfactory 
results. 

J.  T.  Halsey  (62)  has  expressed  similar  views  regarding  the  oral 
administration  of  strophanthus,  and  contends  earnestly  that  the  poor 
and  irregular  absorbability  of  strophanthus  from  the  alimentary 
canal  should  prohibit  its  use  by  mouth. 

Recent  interest  has  centered  largely  on  the  absorbability  of  the 
tincture  of  digitalis,  the  most  widely  used  form  of  the  drug.  Many 
references  are  found  in  the  older  literature  regarding  the  slow  absorp- 
tion of  the  drug  in  any  form,  but  the  recent  clinical  studies  furnish 
definite  facts  regarding  the  absorption  of  digitalis  from  the  gastro- 
intestinal tract  in  man.  Eggleston  (47)  states  that  the  absorption  of 
a  single  dose  of  a  high  grade  tincture  is  apparently  completed  in  six 
hours  and  he  quotes  the  results  of  Pardee  and  of  Levy,  both  of  whom 
obtained  electrocardiographic  evidence  of  digitalis  action  in  from  two 
to  four  hours  after  the  drug  was  given  by  mouth.  Robinson  (129)  ad- 
ministered large  single  doses  to  26  patients  with  auricular  fibrillation 
and  observed  the  onset  of  ventricular  slowing  constantly  in  from  2 
to  5  hour  after  the  administration  of  the  drug.  These  findings  indi- 
cate that  with  the  tincture  he  used  a  fairly  rapid  and  uniform  rate  of 
absorption  took  place  from  the  alimentary  tract. 

Pardee  (118a)  has  studied  the  rate  of  absorption  of  digitalis  from 
the  gastro-intestinal  tract.  He  gave  the  drug  in  the  form  of  the 
tincture  in  doses  determined  by  allowing  1  minim  for  each  pound  of 
body  weight,  and  administered  this  amount  in  a  single  dose.  He 
then  followed  the  action  of  the  drug  in  frequently  taken  electrocardio- 
grams, noting  especially  variations  in  the  T  wave  and  in  the  heart  rate. 
Changes  in  the  T  waves  indicative  of  digitalis  action  were  observed 
within  two  hours  of  taking  the  drug  in  three  of  nine  patients,  while 
within  three  hours,  these  changes  were  observed  in  seven  of  the  nine 
patients.  Pardee's  observations  are  confirmatory  of  those  of  Robin- 
son, although  the  doses  used  by  the  former  were  considerably  smaller. 
Pardee  considers  that  the  variation  in  the  size  of  the  dose  within  certain 
limits  does  not  appear  to  have  a  marked  influence  on  the  time  of  onset 
of  the  digitalis  action. 


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THERAPEUTIC  USE  OF  DIGITALIS  113 

Eggleston  (42),  has  compared  the  absorption  of  the  tincture  of 
digitalis  with  that  of  digitoxin,  digitalin  and  digitalein.  The  last  two 
substances  are  so  poorly  absorbed  from  the  alimentary  canal  as  to 
render  them  unsuitable  for  therapeutic  use,  while  the  absorption 
of  digitoxin  is  slightly  less  rapid  than  that  of  the  tincture. 

Attention  has  been  directed  recently,  however,  to  marked  varia- 
tions in  dosage  required  to  produce  well  defined  digitalis  action  when 
tinctures  carefully  assayed  by  the  cat  method  were  used.  Wedd 
(152)  found  that  in  one  patient  100  cc.  of  a  standardized  tincture 
produced  no  effect  while  six  months  later  definite  digitalis  action 
followed  the  administration  of  35  cc.  of  another  equally  active  tincture. 
Of  the  first  tincture  280  cc.  were  given  to  another  patient  during  a 
period  of  ten  weeks  and  produced  no  clinical  symptoms.  He  found 
that  from  24  to  34  cc.  of  the  first  tincture  were  required  to  cause 
inversion  of  the  T  wave  of  the  electrocardiogram  while  it  occurred 
with  10  cc.  or  less  of  the  second  equally  active  tincture.  Wedd 
attributes  this  difference  in  the  action  of  the  two  tinctures  to  varia- 
tions in  absorption,  and  says  that  it  is  evident  that  biological  standard- 
ization is  no  guarantee  of  the  clinical  efficiency  of  a  given  preparation 
of  the  drug. 

A  similar  experience  occurred  to  Oppenheimer  (quoted  by  Eggleston 
(46)),  who  gave  5  to  9  times  the  usual  dose  of  the  tincture  without 
evidences  of  either  therapeutic  or  toxic  action.  Although  individual 
susceptibility  may  play  some  rdle  in  producing  these  marked  dis- 
crepancies, the  variations  in  absorption  seem  to  be  the  prime  factor. 

Hatcher  (71)  has  taken  cognizance  of  these  variations  in  digitalis 
action,  the  frequency  of  which  is  not  yet  known,  and  has  investigated 
them.    He  says  that 

Certain  of  the  digitalis  principles  are  readily  absorbable  from  the  gastro- 
intestinal tract  of  man,  as  well  as  that  of  animals,  while  others  are  absorbed 
much  less  readily,  and  it  seems  probable  that  the  failures  just  mentioned 
arose  from  the  fact  that  preparations  contained  relatively  large  proportions 
of  the  less  readily  absorbable  active  principles. 

Hatcher  has  found  that  the  more  readily  absorbable  principles  are 
soluble  in  chloroform,  and  he  describes  a  method  for  separating  the 
chloroform  soluble  from  the  chloroform-insoluble  principles.    He  has 


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114  G.   CANBY  ROBINSON 

obtained  a  chloroform-soluble  substance  resembling  somewhat  digi- 
toxin,  both  chemically  and  pharmacologically.  It  may  be  dissolved 
in  alcohol  and  is  miscible  with  water  without  precipitation.  The 
resulting  weak  alcoholic  solution  has  been  found  to  undergo  little 
change  during  a  period  of  a  year  since  it  has  been  under  observation. 
This  preparation  seems  to  exert  the  typical  cardiac  action  of  digitalis, 
and  has  all  its  other  advantages. 

The  clinical  use  and  especially  the  absorbability  by  patients  of  this 
preparation  has  been  studied  by  Eggleston  (46)  who  has  published 
some  preliminary  observations.  He  shows  the  marked  uniformity 
of  absorption  of  the  chloroform-soluble  extract  of  digitalis  prepared 
from  a  variety  of  different  leaves.  This  uniformity  contrasts  sharply 
with  the  variations  noted  in  the  use  of  certain  tinctures  from  a  variety 
of  sources. 

The  chloroform-soluble  extract  is  shown  to  be  absorbed  at  least  as  rapidly 
as  the  best  tincture  of  digitalis,  and  its  persistence  of  action  is  apparently 
of  the  same  order  as  that  of  digitalis  of  the  best  grade.  The  observations 
indicate  that  for  oral  administration  the  chloroform-soluble  extract  is  not 
superior  to  a  well  absorbed  tincture  of  digitalis,  but  it  is  far  superior  to 
tinctures  which  are  derived  from  a  variety  of  sources,  the  absorption  of 
which  shows  very  marked  variations  when  individual  specimens  are  com- 
pared. The  chloroform-insoluble  extract  is  very  poorly  absorbed  from  the 
human  alimentary  tract  as  well  as  from  that  of  the  cat. 

It  is  evident  that  absorption  must  be  taken  into  more  strict  account 
than  it  has  been  in  the  past  in  determining  the  efficiency  of  a  digitalis 
preparation,  and  means  must  be  devised  if  possible  to  determine  its 
absorbability  as  well  as  its  activity  in  the  standardization  of  the  digi- 
talis intended  for  oral  administration. 

The  effect  of  the  gastrointestinal  secretions  on  the  digitalis  bodies  is 
a  problem  closely  allied  to  that  of  absorption.  Ogawa  (116)  studied 
this  problem  in  animals  and  in  man,  and  found  that  strophanthin 
was  destroyed  by  the  gastric  ferments,  just  as  Holste  (quoted  by 
Ogawa)  concluded  that  the  pancreatic  secretion  destroyed  digitalin. 
Ogawa's  study  revealed,  however,  that  the  glucosides  of  the  digitoxin 
fraction  are  resistant  for  several  hours  to  the  juices  of  the  gastro- 
intestinal tract. 


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THERAPEUTIC  USE  OF  DIGITALIS  115 

Cloetta  (19)  has  investigated  the  effect  of  gastric  juice  on  digitalis 
in  vitro,  his  digalen  preparation  being  subjected  to  shaking  for  one 
hour  at  38°C.  with  varying  percentages  of  hydrochloric  acid.  The 
percentage  of  the  drug  destroyed  was  then  determined  and  the  follow- 
ing results  were  obtained: 

with  22     per  cent  HCL 100  per  cent  digalen  destroyed 

with  12     per  cent  HCL 60  per  cent  digalen  destroyed 

with  4     per  cent  HCL 40  per  cent  digalen  destroyed 

with  3     per  cent  HCL 35  per  cent  digalen  destroyed 

with   2.5  per  cent  HCL 35  per  cent  digalen  destroyed 

with    1 .5  per  cent  HCL 25  per  cent  digalen  destroyed 

Cloetta  considers  that  a  "nerve  poison"  is  generated  by  the  action 
of  hydrochloric  acid  on  digitalis,  the  therapeutic  properties  of  which 
are  destroyed.  He  recommends  giving  the  drug  when  the  stomach  is 
empty,  and  giving  it  with  an  alkaline  mineral  water,  weak  tea  or  a 
mucilage.  He  also  believes  that  his  findings  indicate  the  usefulness 
of  giving  digitalis  by  rectum,  which  he  advocates.  Further  study  of 
these  subjects  is  needed  before  they  can  be  adopted  as  principles  in- 
fluencing the  therapeutic  use  of  digitalis. 

The  problem  of  the  decomposition  of  various  digitalis  bodies  by 
acids  and  digestive  ferments  has  been  discussed  by  Hatcher  and  Eggles- 
ton  (78)  in  their  studies  in  elimination,  and  a  review  of  a  number  of 
experimental  studies  of  this  subject  is  given,  including  that  of  Holste 
quoted  by  Ogawa.  Following  their  analysis  of  these  various  investi- 
gations, they  say  that  there  is  no  convincing  evidence  that  any  of  the 
digestive  juices  or  their  ferments  have  any  important  destructive 
action  on  any  of  the  digitalis  glucosides  following  their  therapeutic 
administration  by  the  mouth. 

c.  The  speed  of  action  or  time  elapsing  between  the  oral  adminis- 
tration of  digitalis  and  the  appearance  of  its  effects  is  also  a  matter 
on  which  absorption  has  an  important  bearing.  The  fact  that  digi- 
talis requires  many  hours  or  even  days  to  affect  the  heart  when  given 
in  the  customary  doses  has  been  perhaps  the  chief  disadvantage  in 
the  use  of  the  drug  in  cases  of  heart  disease  in  which  prompt  action  is 
urgently  indicated. 

Cushny  has  stated  that  one  great  limitation  in  the  use  of  digitalis 
is  caused  by  the  slowness  with  which  its  action  is  elicited.    "Rarely 


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116  G.   CANBY  ROBINSON 

is  any  distinct  change  to  be  seen  before  the  fourth  day  of  treatment, 
and  this  precludes  its  use  in  the  most  acute  cases."  (Quoted  by 
Eggleston  (42)).  Recent  clinical  studies  have  shown,  however,  that 
it  is  the  size  of  the  dose  rather  than  the  delay  in  the  absorption  or  in 
the  action  of  the  digitalis  that  is  the  most  important  factor  in  regulat- 
ing the  speed  of  action  of  the  drug.  It  is  necessary  for  a  certain 
amount  of  the  drug  to  be  present  in  the  body  before  the  action  appears, 
and  the  action  appears  much  more  quickly  with  large  than  with 
small  doses,  several  or  many  of  which  are  needed  to  supply  the  amount 
of  the  drug  necessary  to  exert  its  action.  It  has  been  the  time  re- 
quired for  the  accumulation  of  a  sufficient  amount  of  digitalis  that  has 
become  largely  responsible  for  the  ideas  regarding  the  very  slow 
speed  at  which  the  drug  exerts  its  action. 

Eggleston  (42)  has  shown  the  relation  between  dosage  and  speed 
of  action  for  digitalis  and  digi toxin,  large  doses  of  the  digitalis  bodies 
becoming  active  on  an  average  in  13  hours;  small  doses  in  thirty-eight 
hours  while  large  doses  of  digitoxin  required  fifteen  hours  to  produce 
their  earliest  effect,  and  smaller  doses  required  forty-two  hours.  He 
demonstrates  that  both  these  drugs  when  given  in  large  doses  can 
induce  full  therapeutic  effects  within  comparatively  few  hours  after 
the  administration  of  the  first  dose. 

Robinson  (129)  has  investigated  the  question  of  the  rapidity  of 
the  action  of  digitalis  by  giving  the  full  calculated  amount  of  the  tinc- 
ture in  a  single  dose  to  patients  with  auricular  fibrillation.  In  a 
series  of  patients  in  whom  digitalis  caused  a  striking  reduction  of  the 
ventricular  rate,  he  found  that  ventricular  slowing  (or  disappearance 
of  auricular  flutter)  began  in.  from  two  to  five  hours,  in  all  of  the  16 
cases  where  the  initial  effect  was  observed,  and  that  maximum  slowing 
in  26  cases  occurred  in  from  six  to  twenty-six  hoUrs.  As  only  one  dose 
was  given  in  most  of  these  cases,  the  question  of  the  accumulation 
of  the  drug  played  no  part. 

These  results  have  been  confirmed  by  Eggleston  (46)  and  by  Pardee 
(118a),  who  found  that  two  or  three  hours  after  a  single  large  dose  of 
the  tincture  slight  changes  in  the  T  wave  of  the  electrocardiogram 
characteristic  of  digitalis  action  usually  appeared.  Eggleston  also 
quotes  Scott  as  having  obtained  digitalis  effects  in  from  one  to  two 
hours  by  the  administration  of  10  cc.  of  the  chloroform-soluble  ex- 
tract of  digitalis  given  in  a  single  dose. 


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THERAPEUTIC  USE  OF  DIGITALIS  117 

Cohn  and  Levy  (25)  have  compared  the  speed  of  action  of  compara- 
ble doses  of  digitalis  (digipuratum)  when  given  by  mouth  and  g-stro- 
phanthin  when  injected  intravenously.  An  effect  with  digitalis  has 
been  observed  in  a  little  more  than  two  hours,  while  the  speed  of 
action  is  often  faster  with  strophanthin  than  with  digitalis,  though 
when  strophanthin  is  given  in  divided  doses  it  may  require  nearly  two 
hours  to  obtain  an  effect.  In  other  instances,  an  effect  may  be  ob- 
tained, as  is  well  known,  in  twenty  minutes  or  less. 

This  matter  of  speed  of  action  of  digitalis  has  been  recently  summed 
up  in  a  vigorous  way  by  Hatcher  (70). 

It  is  necessary  to  call  attention  again  to  the  difference  between  an  im- 
mediate action  and  immediate  effect,  because  it  ,has  long  been  taught, 
without  a  particle  of  real  evidence,  that  the  action  of  digitalis  cannot  be 
induced  promptly.  The  whole  range  of  digitalis  action  up  to  the  maximum, 
that  is,  cardiac  stoppage,  can  be  induced  in  from  five  to  fifteen  seconds  by 
the  intravenous  injection  of  digitalis  tincture  deprived  of  its  alcohol,  or 
digitoxin.  This  simple  experiment  disposes  forever  of  the  mischievous 
claim  that  digitalis  action  is  slow.  The  effect  of  therapeutic  doses  is  gradu- 
ally induced;  the  action  is  immediate.  A  bullet  fired  through  the  heart 
acts  instantaneously;  the  effect  is  a  fatal  hemorrhage,  the  rapidity  of  which 
depends  largely  on  the  size  of  the  wound.  With  suitable  dosage,  digitalis 
exerts  its  action  in  much  less  time  than  was  formerly  believed  to  be  possible. 

2.  Intravenous  administration 

The  value  of  the  intravenous  administration  of  ouabain,  strophan- 
thin, and  some  other  principles  of  this  group  is  generally  recognized, 
and  it  is  considered  a  life-saving  measure  because  of  the  promptness 
with  which  the  action  of  these  drugs  can  be  obtained  in  urgent  cases 
of  heart  failure.  In  emergencies,  however,  the  cause  of  heart  failure 
may  be  difficult  to  determine  and  when  it  occurs  under  such  con- 
ditions as  during  a  surgical  operation,  its  cause  is  often  incorrectly 
attributed  to  "cardiac  dilatation,"  as  Levine  has  recently  pointed 
out.  The  use  of  large  doses  of  digitalis  by  mouth  and  the  prompt 
action  which  usually  results  makes  the  use  of  these  drugs  by  intra- 
venous injections  rarely  necessary.  It  must  always  be  employed 
with  caution,  as  has  been  pointed  out  in  discussing  fatalities  fol- 
lowing its  use,  and  intravenous  injections  should  never  be  given  to 


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118  G.  CANBY  ROBINSON 

patients  who  have  been  receiving  full  doses  of  the  digitalis  bodies  in 
any  form. 

Digalen,  the  so  called  soluble  digitoxin,  prepared  by  Cloetta  (17) 
is  the  first  form  of  digitalis  recommended  for  intravenous  employment. 
Edens  (36)  was  among  the  first  to  report  favorable  results  with  the 
intravenous  administration  of  this  drug,  and  he  emphasizes  especially 
the  rapid  action  thus  obtained,  and  the  fact  that  the  drug  can  be 
used  in  cases  where  absorption  from  the  gastrointestinal  tract  would 
probably  be  distinctly  faulty.  He  considers  its  use  not  without  dan- 
ger, however,  and  recommends  its  use  by  slow  injection  in  desperate 
cases.  Cloetta  (19)  has  recently  expressed  his  belief  in  the  intra- 
venous use  of  digalen  as  the  ideal  method  of  giving  digitalis. 

Strophanthin  was  introduced  as  a  drug  for  intravenous  adminis- 
tration by  Fraenkel,  and  its  use  is  fully  discussed  by  Fraenkel  and 
Schwartz  (54).  They  recommended  a  dose  of  1  mgm.  (uV  of  a  grain) 
but  say  it  should  not  be  given  more  often  than  once  a  day.  Agassiz 
(2),  studied  the  effect  of  intravenous  injections  of  strophanthin  on 
a  series  of  cases  of  auricular  fibrillation  and  recommends  doses  of 
■rfv  to  Trfo  grain  repeated  several  times  every  one  to  three  hours  for 
several  doses.  Ventricular  slowing  usually  resulted  from  one  injec- 
tion. It  may  appear  as  early  as  half  an  hour  after  the  injection, 
but  the  ventricular  rate  may  continue  to  be  further  slowed  during 
the  following  twenty-four  hours.  Two  or  three  injections  are 
usually  sufficient  to  produce  the  normal  ventricular  rate  in  4  to  9 
hours.  Strophanthin  employed  intravenously  seemed  to  possess 
action  quite  similar  to  the  other  members  of  the  digitalis  series. 
Agassiz  found  the  most  suitable  method  of  administration  to  consist 
in  the  injection  of  t*v  grain  repeated  after  three  hours,  and  followed 
after  a  further  interval  of  three  hours  by  an  injection  of  irta  grain  if 
required.  The  injection  may  be  followed  by  pain  at  the  site  of  in- 
jection and  by  a  rise  of  temperature.  In  one  instance,  a  patient  died 
unexpectedly  some  twelve  hours  after  the  injection  had  ceased,  but 
the  relation  of  cause  and  effect  was  not  definitely  established. 

Fulton  (156)  reports  a  case  of  auricular  fibrillation  treated  by  in- 
travenous strophanthin  in  which  the  pulse  reduced  from  144  to  34 
within  a  period  of  about  twenty-four  hours,  after  two  doses  had  been 
given,  the  first  of  ?H  of  a  grain  and  the  second  of  tJtf  of  a  grain. 


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THERAPEUTIC  USE  OF  DIGITALIS  119 

The  condition  of  the  patient  passed  quickly  from  one  of  extreme  dis- 
comfort with  dyspnea  and  restlessness  to  a  condition  of  perfect 
comfort. 

Such  observations  as  those  of  Agassiz  and  Fulton  indicate  that  doses 
of  1  mgm.  (bV  grain)  as  advocated  by  Fraenkel  are  too  large,  and  fatal 
accidents  have  resulted  from  the  use  of  strophanthin  in  such  doses, 
as  has  been  brought  out  when  digitalis  fatalities  were  discussed. 
However,  the  work  of  Levine  and  Cunningham  (94)  indicates  that  it 
is  no  more  dangerous  than  digitalis  intravenously  administered  when 
the  so-called  margin  of  safety  is  considered,  the  average  difference 
between  the  minimum  lethal  dose  and  the  minimum  toxic  dose  being 
48  per  cent  in  each  instance.  They  have  also  found  that  various  digi- 
talis preparations  act  as  quickly  on  the  heart  when  injected  into  the 
veins  as  does  strophanthin.  They  observed  toxic  effects  two  minutes 
after  the  intravenous  injection  of  digitalis  and  cardiac  standstill  in 
sixteen  minutes.  All  effects  produced  by  either  digitalis  or  stro- 
phanthin were  seen  to  occur  within  six  minutes  after  the  injections. 

Levine  (92)  has  suggested  a  fractional  method  of  intravenous  in- 
jection of  strophanthin  on  the  basis  of  his  experimental  studies  of  the 
action  of  the  drug  on  the  living  cat's  heart.  He  points  out  that 
numerous  fatalities  have  resulted  from  the  intravenous  administra- 
tion of  strophanthin,  but  most  of  them  have  occurred  when  the  drug 
was  given  to  patients  who  recently  had  taken  digitalis,  or  when  large 
doses  were  repeated  on  the  same  day.  His  experiments  show  that  it 
is  practically  impossible  to  foretell  the  toxic  dose  for  patients  but  they 
indicate  that  a  "margin  of  safety"  exists  between  the  minimum  lethal 
dose  and  the  minimum  toxic  dose.  Levine  recommends  that  strophan- 
thin be  injected  in  several  fractions  of  the  desired  dose,  a  half  hour 
intervening  between  the  fractions,  during  which  time,  the  signs  of 
intoxication  are  watched  for.  This  procedure  will  prevent  giving 
more  than  one  fraction,  say  0.1  mgm.  in  excess  of  the  amount  neces- 
sary to  produce  the  earliest  toxic  signs.  Electrocardiograms  are 
very  useful  in  showing  premature  beats  or  changes  in  the  P-R  interval 
as  a  result  of  the  drug.  This  procedure  should  certainly  diminish  or 
avoid  the  dangers  of  the  drug.  According  to  Levine,  Vaquez  and 
Lutembacher  have  reported  almost  2000  intravenous  injections  of 
ouabain  without  harm  or  fatality. 


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120  G.  CANBY  ROBINSON 

Danielopolu  (34a)  has  also  recently  stated  that  strophanthin  can 
be  safely  given  only  in  small  doses,  and  recommends  the  use  of  0.25 
mgm.  intravenously  two  or  three  times  a  day.  This  he  calls  the 
method  of  fractional  doses,  and  says  that  by  observing  the  patient 
carefully  before  each  dose,  the  drug  can  be  given  to  patients  with 
extreme  myocardial  derangement  or  with  kidney  disease,  which  are  to 
be  taken  as  contraindications  when  larger  doses  are  employed. 

Cohn  and  Levy  (25)  report  that  the  g-strophanthin  which  they  have 
used  in  their  comparison  with  digitalis  had  an  average  cat  unit  of 
0.104  mgm.  and  was  given  usually  in  two  doses  at  an  interval  of  one 
hour — the  first  of  from  0.4  to  0.5  mgm.,  and  the  second  from  0.3  to 
0.5  mgm.  No  serious  untoward  effects  were  observed  after  these 
doses. 

The  drug  produced  premature  beats  and  ventricular  ectopic  tachy- 
cardia in  52  per  cent  of  the  cases  of  auricular  fibrillation  and  12.5 
per  cent  of  the  cases  with  normal  hearts.  These  toxic  effects  always 
appeared  within  twenty  minutes  after  the  injection  causing  them  and 
disappeared  within  eight  hours.  Nausea  and  vomiting  were  noted  in 
10  per  cent  of  the  cases.  Comparable  doses  of  digitalis  by  mouth 
caused  undesirable  effects  in  a  much  smaller  percentage. 

An  important  indication  for  the  intravenous  use  of  a  digitalis  body 
is  persistent  vomiting  which  may  be  associated  with  heart-failure  as, 
under  such  circumstances,  it  may  be  impossible  to  administer  the  drug 
orally.  Under  these  circumstances,  strophanthin  had  best  be  used, 
for  although  other  digitalis  bodies  have  been  employed  intravenously, 
they  have  not  as  yet  been  placed  upon  as  sound  a  basis  for  this  purpose 
as  strophanthin. 

J.  Subcutaneous  and  intramuscular  administration 

Subcutaneous  and  intramuscular  administration  has  not  proved 
desirable,  and  it  has  not  been  employed  in  any  of  the  recent  studies  of 
digitalis.  Several  preparations  have  been  recommended  as  suitable 
for  subcutaneous  and  especially  intramuscular  injections,  but  all  are 
decidedly  painful  and  apt  to  cause  necrosis,  and  their  dosage  has  not 
been  accurately  determined.  Hatcher  and  Eggleston  state  emphati- 
cally as  a  conclusion  from  their  studies  on  the  absorption  of  drugs  in 
general  that  no  rule  can  be  formulated  for  the  calculation  of  the  ap- 


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THERAPEUTIC  USE  OF  DIGITALIS  121 

propriate  dose  by  one  mode  of  administration  from  the  dose  by  any 
other  mode  of  administration.  Such  determination  can  be  made 
only  be  experiment. 

4.  Rectal  administration 

Rectal  administration  has  been  recommended  by  Eichhorst  (49)  in 
the  treatment  of  chronic  myocardial  insufficiency.  He  described 
several  cases  which  were  not  benefited  by  the  usual  drugs  and  which 
did  not  respond  favorably  to  three  powders  a  day  composed  of 
0.1  gram  of  powdered  digitalis,  1  gram  of  diuretin  and  0.5  gram  of 
saccharin.  These  cases  showed  beneficial  results  from  small  daily 
enemata  containing  10  drops  digalen  (Cloetta),  10  drops  of  the 
tincture  of  strophanthus,  0.3  gram  of  theocin  and  5  cc.  of  lukewarm 
water.  This  prescription  was  injected  daily  into  the  bowel  and  re- 
tained. Eichhorst  has  continued  their  use  over  periods  of  years  with- 
out difficulty.  Five  to  ten  drops  of  the  tincture  of  opium  is  added 
when  there  is  pain  or  difficulty  in  retaining  the  enemata.  Eichhorst 
states  that  very  striking  results  were  obtained  by  the  use  of  such 
enemata. 

Cloetta  (19),  has  commented  upon  Eichhorst's  results,  and  he  is 
favorably  disposed  toward  the  method.  He  believes  that  one  ad- 
vantage of  rectal  administration  is  that  it  does  not  subject  the  drug  to 
the  action  of  the  gastric  juice,  which  his  experiments  indicate  may 
destroy  it.  He  believes  the  favorable  results  that  have  been  reported 
are  accounted  for  also  by  the  fact  that  some  of  the  veins  leading  from 
the  rectum,  the  inferior  and  part  of  the  middle  hemorrhoidal  veins, 
empty  directly  into  the  inferior  vena  cava,  and  do  not  send  the  blood 
through  the  liver.  Because  of  this,  some  of  the  drug  introduced  into 
the  rectum  would  probably  reach  the  heart  without  going  through  the 
liver,  where'it  may  be  destroyed. 

The  rectal  administration  has  not  been  extensively  used,  but  it 
deserves  further  study,  and  more  should  be  known  regarding  the 
action  of  the  digitalis  bodies  when  introduced  into  the  body  by  this 
route. 


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122  G.   CANBY  ROBINSON 

XH.    PERSISTENCE  OP  ACTION 

It  has  long  been  known  that  the  action  of  digitalis  persists  after 
the  drug  is  discontinued.  Withering  (163)  recognized  this  fact  in 
regard  to  nausea  and  vomiting,  and  recommended  that  the  drug  be 
stopped  as  soon  as  its  activity  became  manifest,  inferring  that 
its  beneficial  effects  persist  thereafter.  A  number  of  problems  are 
involved  in  the  persistence  of  action  of  digitalis.  Absorption,  fixa- 
tion by  the  tissues  and  especially  the  destruction  or  elimination 
of  the  drug  from  the  body,  may  all  play  some  part  in  determining  the 
continued  action  of  the  drug,  and  as  there  is  but  little  known  regarding 
any  of  these  matters,  no  satisfactory  explanation  of  the  fundamental 
problem  can  be  offered. 

A  number  of  clinical  observations  have  been  made  with  exact  ob- 
jective methods  which  show  the  length  of  time  patients  remain 
under  the  influence  of  the  drug  after  full  digitalization  has  been  ac- 
complished and  the  drug  withdrawn.  Bastedo  (5)  observed  the 
continuation  of  digitalis  heart-block  for  three  and  a  half  weeks  after 
the  withdrawal  of  the  drug.  Cohn  (20)  found  by  means  of  electro- 
cardiograms that  delayed  conduction  always  persisted  for  two  days  in 
relatively  healthy  hearts  and  exceptionally  for  two  weeks  after  the 
discontinuance  of  digitalis,  while  Cohn,  Fraser  and  Jamieson  (23) 
observed  the  persistence  of  the  T  wave  changes  in  the  electrocardio- 
gram for  from  five  to  twenty-two  days  after  the  drug  was  stopped. 

Eggleston  (39)  has  studied  the  relative  duration  of  various  cardiac 
manifestations  of  digitalis  action  in  fifteen  cases  of  his  own  and  from 
the  literature.  Coupled  beats  persisted  from  four  to  twelve  days, 
heart  block  three  to  six  days,  combined  phenomena  six  days,  auricular 
fibrillation  three  days,  extrasystoles  and  sinus  arrhythmia  two  days. 
Conclusions  regarding  the  relation  of  digitalis  and  the  disappearance 
of  transient  auricular  fibrillation  is  hardly  justified. 

Robinson  (129)  followed  the  ventricular  rate  of  a  number  of  cases 
of  auricular  fibrillation  after  it  has  been  slowed  by  large  single  doses 
of  the  tincture  of  digitalis.  In  twelve  cases  which  were  carefully 
controlled,  the  ventricular  rate  began  to  accelerate  in  from  four  to 
fifteen  days  after  the  administration  of  the  dose  of  digitalis  which  had 
caused  marked  slowing.    This  acceleration  was  taken  as  evidence 


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THERAPEUTIC  USE  OF  DIGITALIS  123 

that  the  heart  had  ceased  to  be  under  the  action  of  the  drug.  The 
drug  was  active  on  an  average,  for  nine  days  and  six  hours  in  these 
cases.  Kay  (88)  has  reported  ventricular  slowing  in  auricular  fibrilla- 
tion for  from  three  to  five  days  after  doses  of  digitalis  given  by  the 
"Eggleston  method." 

It  is  evident  that  various  manifestations  of  digitalis  action  persist 
after  the  drug  is  withdrawn  for  from  two  to  twelve  days  in  most  cases, 
but  may  persist  for  three  weeks  or  more. 

The  action  of  strophanthin  when  administered  by  vein  has  been 
found  by  Agassiz  (2)  to  retard  the  rate  of  the  ventricles  of  cases  of 
auricular  fibrillation  for  two  or  three  days,  when  acceleration  begins, 
and  the  original  rate,  present  before  treatment,  is  seen  again  in  about 
one  week. 

Cohn  and  Levy  (25)  have  compared  the  persistence  of  action 
of  digitalis  (digipuratum)  and  g-strophanthin  given  in  comparable 
doses  to  cases  of  auricular  fibrillation  and  found  that  while  the  digi- 
talis effect  endures  usually  beyond  ten  days,  and  has  lasted  as  long 
as  twenty-three  days,  it  is  rare  for  strophanthin  to  keep  the  ventric- 
ular rate  low  for  more  than  five  days.  It  did  so  once  for  nine  days, 
however. 

A  question  closely  allied  with  the  persistence  of  action  is  the  so  called 
cumulative  action  of  digitalis.  Eggleston  (39)  has  discussed  the  term 
"cumulative,"  which  is  a  very  loose  one.  It  is  generally  taken  to 
express  the  development  of  signs  of  action  during  the  administration 
of  small  repeated  doses  of  a  drug  which  are  much  more  marked  than 
those  caused  by  a  single  small  dose.  Toxic  symptoms  are  usually  im- 
plied. Accepting  this  definition,  the  cumulative  action  in  the  case 
of  digitalis  is  simply  the  result  of  a  summation  of  amounts  absorbed 
and  active  in  the  body  when  the  intake  of  the  drug  is  greater  than  its 
elimination.  The  continued  use  of  small  doses  of  the  drug  raises  by 
the  process  of  summation,  the  total  amount  of  the  drug  active  in  the 
body,  and  perhaps  fixed  by  the  heart  or  the  nervous  tissues  to  such  a 
point  that  toxic  symptoms  develop.  When  the  persistence  of  action 
of  digitalis  is  borne  in  mind  the  fear  of  its  so  called  cumulative  action 
can  be  put  aside. 

Hatcher  (68)  has  investigated  the  persistence  of  the  digitalins  by 
means  of  animal  experiments,  especially  with  the  hope  of  throwing 


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124  G.   CANBY  ROBINSON 

some  light  on  the  cumulative  action  of  the  drug,  which  generally 
means,  he  says,  action  which  is  manifested  rather  suddenly  after  the 
continued  use  of  doses  which  singly  do  not  cause  perceptible  effects. 
The  method  he  employed  was  as  follows:  The  fatal  dose  of  the  digi- 
talis body  for  a  given  species  was  determined  in  a  series  of  experi- 
ments. After  toxic,  but  sublethal  doses  of  the  drug  had  been  given, 
the  animals  were  kept  under  observation  for  periods  of  one  to  thirty 
days,  and  then  the  percentage  of  the  standard  fatal  dose  required  to 
kill  in  a  characteristic  way  was  determined.  The  decrease  in  the 
amount  necessary  to  produce  a  fatal  result  was  taken  to  represent  the 
amount  of  the  drug  remaining  in  the  body  of  the  animal.  Hatcher 
and  Brody  (74)  had  previously  shown  that  the  various  digitalis  bodies 
are  synergistic,  and  that  ouabain  was  capable  of  replacing  the  various 
digitalins  in  the  estimation  of  the  fatal  dose,  and  this  drug  was  gen- 
erally employed  for  the  second  injection.  Cats  were  found  to  be  the 
most  useful  laboratory  animal  for  this  purpose.  The  many  experiments 
will  not  be  reviewed.  Certain  conclusions  are  of  importance  from 
the  point  of  view  of  the  therapeutic  use  of  digitalis.  Hatcher  says 
that  the  production  of  the  phenomena  commonly  called  "cumulative 
action"  of  the  digatalins  depends  on  the  relationships  existing  among  a 
number  of  factors,  including  absorption,  elimination,  and  persistence  of 
action,  all  of  which  are  in  need  of  investigation.  The  use  of  the  term 
cumulation  tends  to  perpetuate  a  misconception.  The  action  of  the 
digitalis  persists  for  periods  of  time  which  vary  widely  with  different 
members  of  the  group,  the  action  of  digitalis  and  digitoxin  persisting 
much  longer  than  those  of  the  other  digitalins  in  common  use.  The 
cardiac  action  of  a  single  very  large  intravenous  dose  of  digitalis 
or  digitoxin  may  persist  for  a  full  month  in  the  cat,  while  similar  doses 
of  digitalin,  ouabain  or  strophanthus  persist  for  only  a  day  or  at  most  a 
few  days. 

Careful  regulation  of  the  therapeutic  dosage  of  the  digitalins  is 
necessary  in  order  to  avoid  accidents.  This  is  especially  necessary 
when  they  are  used  in  such  a  way  that  the  action  is  elicited  promptly 
during  the  period  when  the  action  of  a  previously  used  digitalin  per- 
sists, and  in  this  connection  it  must  be  remembered  that  every  digi- 
talin is  a  synergist  of  every  other  member  of  the  group. 


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THERAPEUTIC  USE  OF  DIGITALIS  125 

Xin.  ELIMINATION  OF  DIGITALIS 

Little  is  known  and  relatively  little  has  been  thought  apparently 
regarding  the  matter  of  the  ultimate  fate  of  digitalis  in  the  body,  its 
destruction  and  its  elimination.  It  is  a  matter  of  real  importance, 
however,  in  the  therapeutic  employment  of  digitalis,  when  frequent 
doses  of  the  drug  are  being  given,  and  especially  when  it  is  desirable 
to  keep  a  patient  constantly  under  the  influence  of  the  drug  without 
producing  toxic  symptoms.  This  is  apparent  from  the  foregoing 
discussion  of  the  "cumulative  action"  of  the  drugs  of  the  digitalis 
group. 

Schmoll  (141)  recommends  that  0.1  gram  of  digitalis  be  given  daily 
to  heart  cases  in  order  to  take  advantage  of  what  he  calls  the  tonic 
use  of  the  drug,  and  he  says  this  dose  causes  no  toxic  effects  because 
it  is  the  amount  of  the  drug  which  can  be  excreted  daily. 

The  rate  of  disappearance  from  the  body  has  been  the  subject  of  a 
clinical  investigation  by  Pardee  (118).  He  points  out  that  when 
digitalis  is  given  for  the  purpose  of  keeping  a  patient  constantly  under 
its  influence,  improper  dosage  makes  the  patient  liable  to  pass  gradu- 
ally out  from  under  the  influence  when  too  small  a  dose  is  given,  or  with 
over-administration,  leads  to  toxic  symptoms.  As  animal  experi- 
ments cannot  give  a  definite  answer  as  to  the  rate  of  disappearance  of 
the  drug  from  the  human  body,  Pardee  investigated  the  question 
directly  in  patients  by  the  following  method.  The  tincture  of  digitalis 
was  given  until  mild  toxic  symptoms  appeared,  when  it  was  stopped 
entirely  for  a  number  of  days.  It  was  then  given  again  until  the 
same  toxic  symptoms  reappeared.  The  difference  between  the 
amount  of  the  drug  used  in  the  second  and  in  the  first  course,  divided 
by  the  number  of  days  between  the  two  toxic  points,  is  taken  to  indi- 
cate the  daily  average  amount  of  the  drug  that  had  disappeared  from 
the  body  in  the  interval.  It  is  assumed  that  there  is  no  change  in  the 
patient's  tolerance  for  the  drug,  a  fair  assumption  in  the  light  of  the 
results  with  repeated  courses  in  the  same  patients.  The  initial  doses 
were  so  arranged  that  toxic  symptoms  appeared  in  from  two  to  six 
or  eight  days;  while  the  second  course  was  usually  complete  in  an 
average  of  five  days,  although  it  was  sometimes  prolonged. 


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126  G.  CANBY  ROBINSON 

Vomiting  was  the  usual  toxic  symptom  employed.  Twenty-two 
tests  were  carried  out  on  16  cases,  all  of  whom  had  a  rather  marked 
degree  of  heart  failure  before  the  initial  course,  but  were  in  better 
condition  when  the  second  course  was  given.  A  standardized  tincture 
having  a  strength  of  1.25  cc.  per  cat  unit  was  used. 

The  method  employed  by  Pardee  showed  an  average  daily  rate  of 
disappearance  of  the  drug  from  the  body  of  22  minims  of  the  tincture. 
In  half  the  cases  the  amount  was  below  and  in  half  above  the  average, 
the  maximum  variations  being  from  55  per  cent  below  to  82  per  cent 
above.  The  results  of  this  investigation  resemble  other  work  on  digi- 
talis in  the  variability  of  figures,  but  in  18  of  the  22  tests,  the  results 
lay  between  12.3  and  30.6  minims  per  day;  while  in  eleven  tests,  half 
of  the  total,  it  was  between  13.3  and  27  minims,  the  latter  a  total 
variation  of  only  62  per  cent.    Pardee  says: 

It  is  evident  from  this  that  the  average  figure  of  22  minims  per  day  would 
afford  a  fairly  satisfactory  basis  for  long  continued  digitalis  medication, 
since  in  only  half  of  the  cases  would  it  be  much  more  or  much  less  than  the 
patient's  ability  to  dispose  of  the  drug.  These  results  demonstrate  the 
reason  for  the  approximate  efficiency  of  a  dose  of  ten  minims  of  the  tincture 
twice  a  day,  which  has  commonly  been  considered  sufficient  to  maintain 
constantly  the  digitalis  effect.  They  also  demonstrate  a  new  phase  of  the 
variability  from  one  individual  to  another,  in  the  action  of  digitalis,  a 
variability  in  the  rate  of  disappearance  from  the  body. 

It  is  interesting  that  Schmoll's  figure  of  0.1  gram  of  digitalis 
which  is  equal  to  about  15  minims  of  the  tincture  recommended  a 
number  of  years  ago,  should  approximate  Pardee's  figure  fairly  closely. 
The  importance  of  this  subject  warrants  its  further  clinical  inves- 
tigation. 

Hatcher  and  Eggleston  (78)  have  recently  published  extensive 
studies  in  the  elimination  of  certain  of  the  digitalis  bodies  from  the 
animal  organism.  Their  review  of  the  literature  shows  that  the  sub- 
ject is  in  an  unsatisfactory  state.  Their  studies  deal  mostly  with  the 
elimination  of  various  pure  digitalis  bodies  in  the  rat,  while  the  elimina- 
tion of  ouabain  in  the  cat  and  dog  was  also  investigated. 

Ouabain  disappears  rapidly  from  the  blood  following  injection,  and 
seems  to  be  taken  up  by  the  liver  where  it  is  apparently  decomposed. 


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THERAPEUTIC  USE  OF  DIGITALIS  127 

Both  destruction  in  the  body  and  elimination  by  the  kidneys  probably 
occur.  Many  points  regarding  the  elimination  of  the  digitalis  bodies 
remain  to  be  settled,  and  this  work  of  Hatcher  and  Eggleston  does  not 
appear  to  present  any  facts  which  can  be  applied  directly  to  the 
therapeutic  use  of  digitalis. 

XIV.  PREPARATIONS  OF  DIGITALIS  AND  ITS  ALLIES 

The  number  of  digitalis  preparations  is  very  great  and  they  have 
been  shown  to  vary  greatly  in  activity.  It  is  hardly  worth  while  to 
attempt  a  description  and  criticism  of  the  many  proprietary  prepara- 
tions. It  seems  more  desirable  to  attempt  to  review  the  rules  by  which 
the  useful  preparations  can  be  distinguished  from  the  less  valuable. 
Of  course  activity  as  established  by  a  reliable  form  of  biological  assay, 
preferably  the  cat  method  of  Hatcher  and  Brody  (74)  is  essential. 

The  cost  and  recently  the  availability,  especially  of  foreign  prod- 
ucts are  to  be  considered  even  when  the  medicinal  qualities  are 
satisfactory.    As  Eggleston  (47)  has  recently  stated: 

Of  the  many  proprietary  preparations  and  speciali  ties  which  are  offered 
with  high  claims  for  oral  administration,  none  is  superior  to  the  powdered 
leaf  or  a  tincture  of  high  grade,  and  most  are  decidedly  inferior.  All  are 
quite  costly  and  the  price  of  some  is  exorbitant.  If  one  feels  impelled  to 
employ  one  of  these,  digipuratum  or  digipoten  will  be  found  to  be  the  best, 
but  these  are  merely  carefully  assayed,  purified  preparations  from  good 
digitalis  leaves. 

The  dried  aqueous  extract  recently  described  by  West  and  Pratt 
(156)  at  first  seemed  to  be  an  excellent  preparation  but  has  since 
proved  too  hydroscopic.  It  was  used  by  them  in  capsules  containing 
0.1  gram.  The  chloroform-soluble  extract  which  Hatcher  (71)  has 
obtained  has  been  successfully  employed  by  Eggleston  (46),  and  may 
prove  to  be  superior  to  the  ordinary  tincture,  on  account  of  its  uni- 
formity of  absorption. 

The  infusion  of  digitalis  has  no  advantage  over  the  tincture  or  pow- 
dered leaves,  and  the  large  amount  necessary  for  proper  dosage  make 
it  less  desirable. 

Weiss  and  Hatcher  (54a)  have  recently  investigated  the  relative 
merits  of  the  infusion  and  the  tincture  once  more.    They  found  that 


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128  G.   CANBY  ROBINSON 

the  infusion  of  digitalis  prepared  according  to  the  method  prescribed 
in  the  United  States  Pharmacopoeia  does  not  represent  the  drug 
completely,  so  that  its  strength  cannot  be  determined  from  that  of  the 
leaf  from' which  it  was  made.  They  give  a  method  by  which  all 
water-soluble  active  principles  can  be  obtained.  They  show  that  the 
full  strength  of  the  drug  is  represented  by  the  tincture,  and  neither 
the  infusion  nor  the  tincture  contain  amounts  of  the  saponin  bodies 
sufficient  to  cause  undesired  effects.  Weiss  and  Hatcher  point  out 
that  they  can  find  no  evidence  of  any  qualitative  difference  between 
the  actions  of  the  tincture  and  those  of  the  infusion.  The  common 
belief  that  the  infusion  deteriorates  rapidly  is  apparently  much  exag- 
gerated, because  Weiss  and  Hatcher  report  that  an  infusion  prepared 
by  the  method  they  recommend,  kept  in  hermetically  sealed  bottles 
for  two  years  and  five  months  retained  its  activity  unimpaired,  as 
shown  by  tests  on  cats  and  by  its  therapeutic  results.  A  properly 
prepared  and  preserved  infusion  would  seem  therefore  to  have  a 
usefulness  quite  similar  to  that  of  a  good  high  grade  tincture. 

None  of  the  preparations  claiming  to  be  devoid  of  effects  on  the 
gastro-intestinal  tract  should  be  used  on  that  account.  The  absence 
of  this  effect  must  be  viewed  as  evidence  of  inactivity,  because  of  lack 
of  potency  or  poor  absorption,  and  if  gastric  symptoms  are  not  pro- 
duced, the  desirable  effects  can  not  be  expected. 

Strophanthus  and  squills  as  well  as  most  of  the  purer  derivatives  of 
digitalis  are  so  poorly  and  irregularly  absorbed  from  the  gastro-in- 
testinal tract  that  they  should  never  be  used  for  oral  administration. 
Crystalline  g-strophanthin  is  the  most  satisfactory  drug  for  intrave- 
nous use  provided  it  is  protected  against  deterioration  by  regulation 
of  its  reaction  and  by  its  being  marketed  in  hard  glass  containers. 
The  importance  of  this  has  been  shown  by  Levy  and  Cullen  (95).    • 

The  French  preparations,  Arnaud's  ouabain  and  Nativelle's  crys- 
tallized digitaline  have  been  assayed  by  Levine  (93),  using  the  cat 
method,  and  he  found  that  this  ouabain  had  a  cat  unit  of  0.059  mgm. 
It  is  nearly  twice  as  active  as  the  ouabain  used  in  America,  w!iich 
Hatcher  has  shown  to  have  a  constant  unit  of  0.1  mgm.  Nativelle's 
crystalline  digitalin  in  sterile  oil  capsules  had  a  cat  unit  of  0.86 
mgm.,  the  tablets  of  0.71  mgm.  Levine  suggests  that  the  dose 
of  0.25  mgm.  of  digitalin  advised  by  the  manufacturers  is  too  small 


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THERAPEUTIC  USE  OF  DIGITALIS  129 

for  good  therapeutic  effects.  Perhaps  the  sterile  oil  preparation  is 
the  most  satisfactory  for  intramuscular  injection  if  such  use  of  the 
drug  be  found  necessary.  It  was  stated,  when  the  so  called  digitalis 
group  of  drugs  was  discussed  as  a  whole,  that  this  review  wduld  deal 
almost  exclusively  with  digitalis  and  strophantus.  Recently  three 
other  members  of  the  group,  squill,  apocynum  and  convallaria  have 
been  investigated  from  the  point  of  view  of  their  therapeutic  effects 
by  White  and  his  collaborators.  As  their  therapeutic  value  has 
been  compared  with  that  of  digitalis,  a  brief  statement  may  be 
made  regarding  their  use  in  the  treatment  of  heart  disease.  The 
digitalis-like  action  of  squill  was  studied  in  fourteen  patients  by  White, 
Balboni  and  Viko  (158).  Thirteen  of  their  cases  showed  auricular 
fibrillation,  most  of  which  had  been  previously  shown  to  respond  well 
►to  digitalis.  They  found  that  ventricular  slowing  and  the  charac- 
teristic changes  in  electrocardiograms  were  produced  by  the  drug, 
indicating  that  squill  does  have  a  definite  digitalis-like  action,  but  only 
when  doses  much  larger  than  those  usually  recommended  were  given. 
They  administered  the  tincture  of  squill,  and  found  that  from  8  to 
16  cc.  were  necessary  at  each  dose  instead  of  the  recommended  dose 
of  1  cc.  (IS  minims).  No  definite  diuretic  effect  could  be  attributed 
to  the  action  of  the  drug.  Eggleston,  as  previously  mentioned,  stated 
in  discussing  this  paper  that  in  his  opinion  the  large  doses  were  nec- 
essary on  account  of  the  poor  absorption  of  the  drug  from  the  gastro- 
intestinal tract.  He  further  says  that  he  can  see  no  reason  for  using 
squill  in  place  of  digitalis  in  the  treatment  of  heart  disease. 

Apocynum  and  convallaria  have  been  similarly  studied  by  Marvin 
and  White  (110a).  Apocynum  was  administered  by  mouth  in  the 
form  of  the  fluid  extract  to  twelve  patients.  Although  the  drug  was 
found  to  have  an  action  similar  to  digitalis  when  given  to  patients 
with  auricular  fibrillation,  it  produced  pronounced  gastro-intestinal 
symptoms,  which  occurred  with  the  smallest  doses  that  had  any  de- 
monstrable effect  on  the  heart.  Its  persistence  of  action  was  transient, 
lasting  only  twenty-four  to  forty-eight  hours.  The  drug  was  much 
less  effective  in  doses  that  could  be  given  than  digitalis  in  the  treat- 
ment of  heart  disease.  Convallaria  was  also  given  to  twelve  patients 
in  the  form  of  the  fluid  extract.  It  was  found  to  be  distinctly  less 
efficacious  than  digitalis,  causing  clinical  improvement  in  only  two  of 

,  VOL.  I,  NO.  1 


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130  G.  CANBY  ROBINSON 

the  twelve  cases.  Nausea  and  vomiting  occurred  in  nine  and  diar- 
rhoea in  six  cases.  Its  action  was  transient.  Marvin  and  White 
conclude  that 

it  would  seem  from  our  results  that  neither  apocynum  nor  convallaria  can 
be  substituted  for  digitalis.  In  our  experience  digitalis  has  been  charac- 
terized by  quicker  action,  more  pronounced  effects,  less  discomfort,  and 
more  prolonged  improvement,  than  are  seen  following  either  of  the  other 
drugs.  We  are  convinced  that  both  these  members  of  the  digitalis  series 
have  no  place  in  the  rational  treatment  of  heart  failure. 

In  spite  of  the  fact  that  these  studies  bring  out,  apocynum  and 
convallaria  are  used  to  a  considerable  extent,  as  two  American  phar- 
maceutical companies  reported  to  Marvin  that  their  annual  sales 
amounted  to  about  15,000  pints. 

In  the  therapeutic  use  of  digitalis  certain  requirements  should  be 
insisted  upon  by  the  medical  profession.  All  products  put  upon 
the  market  should  be  labelled  not  only  with  the  results  of  the  biologi- 
cal assay,  but  also  with  the  date  of  manufacture  and  of  the  assay. 
The  dose  should  be  indicated  according  to  the  actual  strength  of  that 
particular  preparation.  When  the  medical  profession  learns  to  regu- 
late the  dosage  of  the  digitalis  bodies  properly,  and  to  understand 
thoroughly  the  indications  for  their  use,  the  great  value  of  this  group 
of  drugs  in  the  treatment  of  heart-failure  will  be  more  generally 
appreciated  even  than  it  is  at  present.  The  selection  of  the  form 
in  which  the  drug  is  used  is  relatively  unimportant  if  activity  and  es- 
pecially dosage  are  properly  controlled,  and  if  the  use  of  the  unsuitable 
members  of  the  digitalis  group  is  avoided. 

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THE  TREATMENT  OF  MENINGOCOCCUS  MENINGITIS 

KENNETH  D.  BLACKFAN 

From  Ike  Horrid  Lane  Home,  Johns  Hopkins  Hospital,  and  Ike  Department  of  Pediatrics, 
John  Hopkins  University,  Baltimore 

Received  for  publication  March  1, 1922 

TABLE  OF  CONTENTS 

Historical  resume*  of  meningococcus  meningitis 140 

First  appearance 140 

Mortality  before  serum  treatment. 141 

Treatment  before  discovery  of  antimeningococcus  serum 142 

The  meningococcus  and  its  strains 144 

The  discovery  of  a  specific  serum. 146 

The  preparation  of  antirneningococcus  serum 147 

Rapid  method  of  preparing  serum. 148 

Standardisation  of  serum. 149 

Serum  for  diagnostic  purposes. 151 

Diagnosis  of  meningococcus  meningitis 151 

Prophylactic  measures  in  meningitis. 154 

Meningococcus  carriers. 154 

Hygienic  measures. 155 

Treatment  of  carriers 158 

Passive  immunity  as  a  prophylactic  measure 160 

Active  immunity  as  a  prophylactic  measure 161 

Treatment 163 

The  premeningitk  stage  of  meningitis.. .! 163 

Intravenous  serum  therapy 164 

Lumbar  puncture  in  relation  to  the  treatment  of  meningitis 167 

The  intraspinous  administration  of  serum  in  meningitis. 172 

Action  of  the  serum 172 

Symptoms  caused  by  the  injection  of  serum. 175 

Dosage  of  serum. 176 

Frequency  of  injection ? 178 

Discontinuance  of  serum 179 

Early  intraventricular  injection  of  serum. 182 

Amount  of  serum  used  during  the  treatment 183 

Reinfection  and  relapses. 184 

Immunity  conferred  by  attack  of  meningitis 188 

The  use  of  monovalent  or  polyvalent  serum. 188 

Drugs  in  treatment  of  meningitis. 190 

Other  measures  employed  in  treatment 191 

139 


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140  KENNETH  D.  BLACKFAN 

Vaccines  in, treatment  of  active  stages. 194 

Hydrocephalus. 196 

Intraventricular  injection  of  serum. 200 

Other  locations  recommended  for  injection  of  serum 201 

Other  complications  and  sequelae  of  meningitis. 203 

Serum  disease 205 

Anaphylaxis 207 

Influence  of  serum  therapy  on  the  disease 207 

HISTORICAL  RESUME  OF  MENINGOCOCCUS  MENINGITIS 

First  appearance 

In  the  early  part  of  the  nineteenth  century  there  appeared  a  form 
of  epidemic  disease  which  had  not  been  observed  before  or  at  least 
it  had  not  been  recognized  by  the  physicians  of  that  time.  According 
to  Hirsch,  it  is  not  clear  from  the  reports  in  the  literature  whether 
the  disease  previously  had  really  existed.  There  is  no  reason  to 
doubt  that  it  had,  but  if  so,  it  had  been  confused  with  many  of  the 
other  forms  of  epidemic  disease.  This  new  entity  was  characterized 
by  an  inflammation  chiefly  or  entirely  localized  in  the  cerebral  and 
spinal  meninges  and  it  was  accompanied  by  the  symptoms  of  an 
acute  epidemic  constitutional  malady. 

The  disease  was  first  accurately  described  by  Vieusseux,  who 
observed  a  small  epidemic  at  Geneva  in  1805.  Small  outbreaks 
followed  among  the  soldiers  in  the  garrisons  at  Paris  (1814),  at  Metz 
and  Geneva  (1815)  and  at  Westphalia  (1822).  In  the  United  States, 
cases  were  reported  as  far  west  as  Kentucky  and  Ohio  in  1808,  and 
there  was  a  widespread  epidemic  most  prevalent  in  New  England 
from  1814  to  1816. 

The  disease  was  first  spoken  of  as  "meningitis  cerebrospinalis 
epidemica"  or  "typhus  cerebralis."  In  this  country  it  was  known 
as  "sinking  typhus"  or  "spotted  fever."  From  the  date  of  its  first 
appearance,  meningococcus  meningitis,  epidemic  meningitis  or  cere- 
brospinal fever  has  been  epidemic  in  various  places  from  time  to  time. 
These  epidemics  are  followed  by  quiescent  periods  in  which  isolated 
cases  appear  and  these  quiescent  periods  are  in  turn  followed  after 
greater  or  less  intervals  of  time  by  fresh  outbreaks.  This  onward 
march  has  continued  throughout  the  last  century  and  up  to  the 
present  day,  so  that  either  in  sporadic  or  epidemic  form  meningo- 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  141 

coccus  meningitis  may  justly  be  spoken  of  as  an  endemic  disease. 
When  once  implanted  in  a  new  community,  it  there  remains  just  as 
is  the  case  with  measles,  scarlet  fever  and  other  similar  diseases 
so  that  at  present  it  still  prevails  in  those  countries  in  which  it  first 
appeared  a  century  ago. 

For  many  years  meningococcus  meningitis  was  regarded  as  a 
disease  which  followed  none  of  the  laws  which  govern  the  progress 
of  other  epidemic  diseases.  An  epidemic  would  begin  as  a  perfectly 
isolated  incident  in  a  locality  that  had  been  altogether  free  before, 
run  its  course  there,  and  thai  spring  up  in  some  quite  distant  region. 
The  cause  of  such  transmission  by  means  of  "carriers"  was  of  course 
not  then  known.  While  the  disease  is  most  commonly  seen  in  children, 
with  bad  sanitary  and  overcrowded  housing  conditions  it  quickly 
develops  epidemic  proportions  and  affects  people  of  all  classes  and 
of  all  ages.  The  statistics  compiled  by  Compton  show  that  the  most 
susceptible  age  for  the  sporadic  form  is  under  five  years  and  the  least 
susceptible  from  thirty-five  to  forty  years;  during  epidemics  persons 
of  all  ages  are  attacked.  Even  in  epidemics  and  in  the  outbreaks 
occurring  in  army  barracks  during  the  world  war,  the  disease  has  a 
seasonal  prevalence.  The  majority  of  the  epidemics  have  begun 
in  the  winter  months,  the  maximum  intensity  of  the  epidemic  being 
reached  during  the  spring  months  and  from  then  on  the  incidence  of 
disease  falls  steadily  and  the  epidemic  is  usually  over  by  the  early 
summer  months.  Our  present  conception  of  meningococcus  menin- 
gitis is  that  of  an  infectious  disease,  occurring  sporadically  or  in 
epidemics,  due  to  the  diplococcus  intracellularis  meningitidis,  dis- 
covered by  Weichselbaum.  The  disease  affects  children  and  young 
adults  most  frequently,  the  latter  especially  when  closely  confined 
in  army  barracks  and  institutions.  It  prevails  chiefly  in  the  winter 
and  spring  months.  The  mode  of  infection  is  by  direct  contact 
either  with  a  patient  suffering  from  the  disease  or  contact  with  a 
healthy  person  harboring  the  organism,  a  so-called  carrier. 

Mortality  before  serum  treatment 

From  a  review  of  the  literature  it  is  apparent  that  the  severity  of 
the  disease  unmodified  by  treatment  has  not  changed  materially 
since  its  first  recognition.    In  the  earlier  epidemics  the  mortality  is 


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142  KENNETH  D.  BLACKPAN 

given  from  20  to  75  per  cent  by  Hirsch,  who  collected  the  statistics 
from  41  epidemics.  The  figures  before  the  days  of  serum  treatment, 
compiled  by  Flexner,  show  that  the  death  rate  in  18  epidemics  was 
between  42.5  and  90  per  cent.  In  one  epidemic  the  mortality  was  42.5 
per  cent;  in  three,  60  per  cent;  in  nine,  70  per  cent;  in  two,  80  per 
cent,  and  in  one,  90  per  cent.  Statistics  show,  moreover,  that  the 
mortality  varies  considerably  with  different  epidemics  and  at  different 
periods  of  the  same  epidemic.  Fulminating  and  rapidly  fatal  cases 
are  by  far  more  frequent  at  the  beginning  of  epidemics  and  mild  and 
abortive  cases  much  more  frequent  toward  the  close.  Sporadic 
cases  are  usually  mild  and  the  mortality  with  this  form  of  disease 
is  relatively  low. 

Treatment  before  discovery  of  antimeningococcic  serum 

As  with  other  diseases  whose  etiology  and  pathology  have  not  been 
clearly  understood  and  in  which  the  views  regarding  the  nature  of 
the  disease  have  changed  from  time  to  time,  so  with  meningococcus 
meningitis  the  methods  of  treatment  have  been  ever  changing  and 
many  diametrically  opposed  therapeutic  measures  have  been  adopted 
from  time  to  time.  Among  the  most  prominent  and  characteristi- 
cally different  methods  have  been:  a  stimulating  and  tonic  method 
pursued  because  the  disease  was  one  of  "utter  prostration  ;"  vigorous 
antiphlogistic  measures  such  as  the  use  of  mercury  in  large  -quantities 
or  of  repeated  bleeding,  and  sedative  measures  such  as  the  use  of 
large  doses  of  opium. 

Emetics  were  held  to  be  useful  if  not  indispensable  in  the  early 
stage  of  the  disease  and  Vieusseux  in  the  first  epidemic  said  "The 
first  principle  and  often  the  only  remedy  was  tartar  emetic."  A  half 
grain  was  given  every  ten  minutes  to  produce  full  and  free  vomiting 
and  the  dose  was  repeated  five  or  six  times  or  more  often  according 
to  its  effect.  "Sometimes  it  arrested  the  vomiting,  the  fever  and 
the  pain  in  the  head  immediately,  and  was  generally  sufficient  for 
the  cure."  Some  writers  were  less  sanguine  as  to  the  beneficial 
effects  of  emetics  and  a  few  indeed  condemned  their  use.  Nearly 
all  writers  advised  them  during  the  early  period  of  the  disease  with 
the  idea  in  mind  "to  scatter  the  congestion  which  produced  the  exu- 
dative inflammation  of  the  cerebrospinal  membrane,  and  to  aid  in 
eliminating  the  morbid  material  of  the  disease." 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  143 

In  the  early  epidemics,  with  the  exception  of  mercury  which  was 
not  then  regarded  as  a  purgative,  it  was  the  general  consensus  of 
opinion  that  there  was  no  room  for  cathartics  in  this  disease.  They 
were  even  regarded  as  harmful  to  the  patient.  One  writer  says 
"The  constipation,  if  any  exists,  yields  usually  without  purgative 
medicine;  constipation  is  in  fact  and  as  far  as  it  goes  a  sign  of  health 
rather  than  of  disease." 

In  such  an  extremely  fatal  disease  and  one  in  which  but  little  hope 
was  held  of  its  arrest  by  natural  means,  active  measures  were  used 
frequently  and  boldly.  Venesection  was  employed  by  all.  Large 
quantities  of  blood  were  taken  from  the  arm  or  jugular  vein  at  one 
time  or  several  bleedings  were  made  in  quick  succession.  As  much 
as  48  and  44|  ounces  of  blood  have  been  removed  from  an  adult  on 
separate  occasions.  In  a  child,  48  ounces  of  blood  were  taken  by 
cups  from  the  neck  and  occiput  and  26  ounces  from  a  vein  in  the  arm 
within  eighteen  hours.  Local  blood-letting  did  seem  to  be  followed 
by  some  good  results,  especially  in  the  sthenic  cases.  The  effects 
were  not  regarded  as  satisfactory  although  in  many  cases  there  was 
noted  an  improvement  in  the  pulse  rate  and  relief  from  the  excruci- 
ating pain  in  the  head.  But  the  general  impression  prevailed  that 
while  blood-letting  afforded  considerable  relief  to  the  patient  in  the 
early  stages,  it  was  a  disappointment  from  a  curative  point  of  view. 

Cold  to  the  head  and  spine,  leaches  to  the  head,  blisters  and  dry 
and  wet  cupping  were  used  for  the  relief  of  the  severe  pain  and  afforded 
some  relief  and  comfort  to  the  sufferers.  Great  stress  was  laid  upon 
the  necessity  for  maintaining  the  bodily  heat  and  for  keeping  the 
skin  moist.  Warm  and  hot  baths,  bottles  of  hot  water,  billets  of 
wood  heated  in  boiling  water  and  wrapped  in  flannels,  hot  infusions, 
etc.,  were  considered  of  great  help  in  combating  the  violent  symptoms 
as  well  as  the  symptoms  of  collapse. 

Alcohol,  opium,  iodide  of  potassium  and  other  drugs  were  used 
generously  and  their  usefulness  and  indications  were  the  subject  of 
much  discussion.  There  were  many  who  believed  that  alcoholic 
stimulants  were  absolutely  necessary*  "to  support  the  vital  energy, 
to  raise  the  patient  from  his  depressed  state  and  to  hold  him  up  until 
the  disease  passes  off."  Other  writers,  especially  the  European 
writers,  were  more  skeptical  of  the  use  of  stimulants  and  condemned 


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144  KENNETH  D.  BLACKFAN 

their  liberal  and  indiscriminate  administration.  Opium  enjoyed  the 
reputation  of  being  a  specific  for  meningococcus  meningitis.  It  was 
given  by  some  in  small  doses  and  by  others  in  large  doses;  although 
its  curative  effects  were  grossly  overestimated,  it  was  observed  that 
"the  pain  and  spasm  subsided,  the  skin  became  warmer,  the  pulse 
fuller  and  the  entire  condition  of  the  patient  became  more  hopeful" 
after  its  administration.  Iodide  of  potassium  was  extensively 
employed  to  promote  absorption  during  the  late  stage  of  the  disease. 

Among  the  active  measures  advised  in  the  treatment  in  the  early 
epidemics,  mercury  perhaps  was  used  more  generally  than  any  other 
medicine.  Mercury  was  given  by  mouth  or  inunction  even  to  the 
point  of  salivation,  but  as  with  the  other  measures  adopted,  we  find 
a  diversity  of  opinion  regarding  its  beneficial  effects.  Other  measures 
such  as  the  proper  use  of  a  nutritious  diet  and  of  tonic  medicines 
received  their  share  of  attention. 

Still6  concisely  stated  the  opinions  regarding  the  peculiarities  of 
the  disease  and  its  treatment  which  were  held  during  the  early  history 
of  the  disease.    He  said: 

In  epidemic  meningitis  as  in  other  acute  and  especially  epidemic  diseases, 
many  cases  are  fatal  from  the  outset;  the  first  symptoms  of  the  attack  are 
the  first  phenomena  of  death;  on  the  other  hand  many  are  so  slight  as 
scarcely  to  require  medicinal  interference  for  their  cure.  But  the  event 
of  many  others  is  determined  by  the  appropriateness  and  the  opportuneness 
of  the  treatment  ....  but  their  successful  application  depends  upon 
the  sagacity  of  the  physician. 

The  use  of  the  more  modern  measures,  repeated  lumbar  puncture, 
the  intraspinous  injection  of  antiseptics,  permanent  drainage,  etc., 
in  the  treatment  of  meningococcus  meningitis  will  be  discussed 
later. 

THE  MENINGOCOCCUS  AND  ITS  STRAINS 

The  micrococcus  intracellularis  meningitidis  was  first  accurately 
described  by  Weichselbaum  in  1887  as  a  Gram-negative  coccus, 
usually  occurring  in  pairs.  Prior  to,  as  well  as  subsequent  to  his 
report,  it  had  erroneously  been  stated  that  this  organism  was  Gram- 
positive.    The  meningococcus,  except  for  older  laboratory  strains 


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TREATMENT  OP  MENINGOCOCCUS  MENINGITIS  145 

which  can  thrive  on  plain  agar,  grows  only  on  media  enriched  with 
blood,  ascitic  fluid  or  starch.  The  colonies  are  round,  perfectly 
lenticular  with  smooth  edges,  are  translucent  by  transmitted  light 
and  a  bluish  gray  by  reflected  light.  They  are  rarely  over  2  mm.  in 
diameter.  The  optimum  temperature  for  growth  is  37.5°C. ;  compar- 
atively slight  variations  from  this  will  retard  the  growth  on  culture 
media.  The  meningococcus  is  sensitive  to  drying  and  cultures  rarely 
survive  longer  than  seven  days.  Recently  it  has  been  demonstrated 
that  reduced  oxygen  tension  greatly  facilitates  cultivation  of  the 
meningococcus. 

Like  the  gonococcus,  the  meningococcus  ferments  dextrose  and 
maltose.  For  a  time  it  was  difficult  to  differentiate  these  two 
organisms  except  by  noting  their  origin.  They  are,  however,  distinct 
as  was  rather  drastically  proven  by  injecting  cultures  of  each  into 
the  urethra  of  two  healthy  men.  The  individual  receiving  the  gono- 
coccus developed  gonorrhea  while  the  one  receiving  the  meningo- 
coccus had  no  reaction.  These  two  organisms  are  frequently  agglu- 
tinated by  the  same  sera,  but  Ellis  in  1915  demonstrated  that  the 
immediate  agglutination  reactions  are  specific,  i.e.,  that  even  at 
dilutions  of  1:2,  meningococcus  sera  would  only  agglutinate  the 
meningococcus  immediately  or  within  one-half  hour  while  after  an 
interval  of  an  hour  or  so  the  gonococcus  would  also  be  agglutinated. 

In  1909,  Dopter  isolated  an  organism  from  the  spinal  fluid  of  a 
patient  with  meningitis  that  had  all  of  the  morphological  and  cultural 
characteristics  of  the  meningococcus  but  was  not  agglutinated  by 
the  usual  meningococcus  serum.  This  organism  he  called  the 
parameningococcus.  Wollstein  not  only  corroborated  Dopter' s  obser- 
vation but  found  that  there  were  a  number  of  intermediate  strains 
which  although  similar  could  be  distinguished  serologically  from  the 
normal  and  the  parameningococcus.  Later,  still  further  variants 
were  reported.  Gordon  immunized  a  series  of  rabbits  with  34  cultures 
of  meningococci  collected  during  the  early  part  of  the  war  and  carried 
out  agglutination  and  absorption  reactions  with  his  strains.  He 
found  that  they  fell  into  four  groups  which  he  designated  as  I,  II, 
III  and  IV.  I  and  III,  and  II  and  IV  were  closely  related,  and  their 
sera  showed  cross  agglutination  but  they  could  be  separated  by 
absorption  tests.     Groups  I  and  II  were  the  more  common.    Ellis 


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146  KENNETH  D.  BLACKFAN 

by  more  or  less  similar  methods  described  three  groups.  Nicolle 
and  his  co-workers  at  the  Pasteur  Institute  reported  four  divisions  of 
meningococci,  namely,  A,  B,  C  and  D,  of  which  B  was  identical  with 
Dopter's  parameningococcus.  At  the  Rockefeller  Institute  two 
main  groups  of  meningococci,  the  normal  and  paranormal  and  two 
or  more  intermediates  are  recognized.  Many  attempts  have  been 
made  to  classify  the  groups  described  by  these  various  authors.  In 
Davison's  experience,  the  Pasteur  A,  Gordon's  I  and  III  and  the 
Rockefeller  Institute  paranormal  are  agglutinated  by  the  same  sera 
and  the  Pasteur  B,  Gordon's  II  and  IV  and  the  Rockefeller  Institute 
normal  by  the  same  sera.  These  two  main  divisions  of  four  groups 
each  are  those  most  frequently  encountered.  It  is  interesting  that 
in  England  in  1914  and  1915  the  members  of  the  first  group  were 
the  more  common,  not  only  in  the  army  but  also  among  the  civilian 
population  while  during  1917  and  1918  the  members  of  the  second 
group  were  the  more  frequent,  possibly  indicating  that  an  immunity 
had  arisen  against  the  members  of  the  first  group.  The  Pasteur  C 
and  D,  Gordon's  III  and  IV  and  the  Rockefeller  Institute  inter- 
mediates are  comparatively  rare. 

THE  DISCOVERY  OF  A  SPECIFIC  SERUM 

The  discovery  of  the  meningococcus  and  the  gradual  development 
of  the  routine  employment  of  lumbar  puncture  resulted  in  a  clearer 
understanding  of  meningococcus  meningitis  and  made  it  possible  to 
establish  an  accurate  diagnosis,  which  before  had  been  impossible. 
In  spite  of  these  important  observations,  no  therapeutic  measures 
were  suggested  which  in  any  way  influenced  the  heavy  mortality 
until  the  discovery  of  antimeningococcus  serum.  The  production 
of  the  specific  serum  is  the  direct  result  of  the  world  wide  epidemic 
which  continued  almost  without  cessation  from  1904  to  1910.  Almost 
simultaneously  Jochmann  in  Germany  and  Flexner  in  New  York 
studied  the  production  of  specific  immune  sera  which  would  protect 
small  animals  against  infection  with  meningococci.  They  could 
protect  small  animals  and  Flexner  was  able  to  cure  meningitis,  arti- 
ficially produced  in  the  monkey  by  the  intraspinous  injection  of  an 
immune  serum  which  he  prepared.  Antimeningococcus  serum  for 
use  in  human  beings  was  produced  on  a  large  scale  by  the  immuni- 
zation of  the  horse. 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  147 

In  1906,  Jochmann  reported  the  results  with  11  cases  of  meningitis 
in  human  beings  treated  by  the  intraspinous  injection  of  serum,  and 
in  1907,  Kolle  and  Wassermann  who  also  had  prepared  an  immune 
serum  reported  the  results  of  treatment  in  57  cases  of  meningococcus 
meningitis.  In  1908,  Flezner  and  Jobling  published  a  comprehensive 
report  of  serum  treated  cases.  There  was  an  appreciable  alteration 
in  the  death  rate  in  all  cases  treated  when  the  injection  was  made  into 
the  subarachnoid  space.  Park  in  1905  had  used  an  antimenigo- 
coccus  serum  which  he  had  prepared  in  the  treatment  of  20  cases  by 
subcutaneous  injection.  The  results  were  not  satisfactory.  The 
serum  was  at  first  injected  subcutaneously  and  intravenously  as 
well  as  intraspinously ,  but  later  the  intraspinous  method  alone  was 
employed  by  all.  Thus,  as  the  direct  result  of  scientific  research,  a 
satisfactory  specific  serum  therapy  was  finally  developed.  For 
more  than  fifteen  years  antimeningococcus  serum  has  now  been  used 
and  its  efficacy  is  universally  admitted. 

THE  PREPARATION  OF  ANTIMENINGOCOCCUS  SERUM 

The  production  of  antimeningococcus  serum  was  first  accomplished 
by  Jochmann  by  injecting  cultures  of  the  meningococcus  heated  to 
60°C.  for  one-half  hour  intravenously  into  horses.  Increasing  doses 
of  killed  organisms  were  injected  at  stated  intervals  and  later  the 
horses  were  injected  with  cultures  of  living  meningococci.  Kolle 
and  Wassermann  in  addition  to  the  killed  and  living  organisms 
injected  the  autolysate  as  well,  as  they  thought  the  soluble  products 
of  the  meningococcus  increased  the  potency  of  the  serum.  Flexner, 
who  used  at  first  increasing  doses  of  killed  organisms,  then  increasing 
amounts  of  autolysate  and  then  living  cultures  by  the  combined 
subcutaneous  and  intravenous  method,  finally  discarded  the  intra- 
venous method  as  the  injections  were  followed  by  such  severe  and 
alarming  reactions  and  resorted  to  the  subcutaneous  injection  of 
cultures  and  autolysate  alternately  at  seven-day  intervals.  Subcu- 
taneous inoculations  were  followed  by  a  mild  febrile  reaction  during 
which  the  animal  ate  less  but  did  not  suffer  from  other  symptoms. 
The  dose  was  gradually  increased  from  1  to  2  and  3,  etc.,  loops  of  cul- 
tures to  the  amount  contained  in  one  and  a  half  small  culture  bottles 
and  the  dose  of  autolysate  was  increased  to  the  equivalent  of  one  and 


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148  KENNETH  D.  BLACKPAN 

one-half  bottles  of  the  cultures.  Many  different  strains  of  menin- 
gococci were  employed  in  the  production  of  Flexner's  serum.  As 
new  strains  were  found,  they  were  added  to  those  already  in  use  in 
order  to  have  antibodies  in  the  serum  which  corresponded  to  all  the 
recognized  strains.  Immunization  in  the  horse  is  a  slow  process 
and  sera  withdrawn  less  than  six  months  after  the  beginning  of 
injections  are  apt  to  be  deficient  in  antibodies.  The  antiserum  first 
used  by  Flexner  was  obtained  from  a  horse  who  had*  been  in  process 
of  immunization  over  one  year.  After  the  discovery  of  the  two  main 
types  of  meningococci,  the  normal  and  parameningococcus,  repre- 
sentatives of  these  two  types  were  used  in  the  preparation  of  sera 
either  in  mixtures  or  with  alternate  injections  of  the  two  types.  It 
was  learned  that  the  employment  of  representative  normal  and 
representative  parameningococcus  strains  was  not  sufficient  for 
immunization  as  within  each  group  there  were  organisms  which  reacted 
weakly  to  the  specific  antibodies  produced  by  other  strains  of  the 
same  group.  When  the  weakly  reacting  strains  were  inoculated, 
antibodies  were  formed  to  which  they  reacted  strongly.  So  not  only 
one  but  several  strains  of  each  group  were  employed  for  the  purpose 
of  immunization  of  the  horses.  It  is  of  the  utmost  importance  that 
serum  used  therapeutically  contains  the  antibodies  specific  for  the 
infecting  strain. 

Rapid  method  of  preparing  serum 

As  mentioned  before,  from  six  to  twelve  months  were  required  to 
produce  a  meningococcus  serum  of  high  potency  by  the  old  method 
of  immunization.  The  increase  in  the  number  of  cases  of  menin- 
gococcus meningitis  which  was  evident  in  the  early  days  of  the  great 
war  made  it  imperative  that  a  larger  amount  of  serum  would  be 
necessary  than  could  be  supplied  by  the  ordinary  methods  of  pro- 
duction. For  this  reason  and  because  much  of  the  sera  prepared 
by  the  commercial  houses  had  given  such  irregular  and  disappointing 
results,  the  preparation  of  serum  in  large  quantities  was  undertaken 
at  the  Rockefeller  Institute.  Amoss  and  Wollstein  have  produced 
a  polyvalent  serum  of  high  titre.  By  first  desensitizing  the  horse 
before  employing  the  full  inoculation  of  the  culture,  according  to  the 
technique  of  Briot  and  Dopter,  the  severe  reactions  usually  occur- 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  149 

ring  after  intravenous  injection  were  avoided.  Three  successive 
cultures  of  representative  strains  of  meningococci  and  their  autolysate 
were  injected  intravenously  at  regular  intervals.  Specific  immune 
bodies  appear  early  in  this  serum  and  increase  rapidly.  A  potent 
serum  was  produced  in  eight  or  twelve  weeks  instead  of  the  eight 
or  twelve  months  which  the  older  method  required.  This  serum  has 
been  successfully  employed  in  the  treatment  of  meningococcus 
meningitis. 

Many  sera  of  high  potency  are  prepared  and  can  be  obtained.  The 
most  satisfactory,  however,  have  been  those  prepared  by  research 
laboratories:  the  Rockefeller  Institute  in  this  country  and  the  Pasteur 
Institute  in  France.  The  Lister  Institute  now  prepares  a  polyvalent 
serum  in  which  the  horses  are  immunized  by  the  four  representative 
strains  of  meningococci  differentiated  by  Gordon.  The  experience 
of  the.  British  forces  with  commercially  prepared  antimeningococcus 
sera  should  not  be  forgotten  for  it  emphasizes  the  necessity  for  the 
standardization  of  sera  prepared  by  commercial  laboratories.  Sera 
should  not  only  contain  antibodies  for  the  four  representative  strains 
of  meningococci  and  be  of  high  titre  but  they  should  not  be  colored 
by  hemoglobin  compounds  and  a  harmless  chemical  preservative 
should  be  used.  Tricresol  not  only  will  prevent  contamination  of 
serum  which  has  been  collected  and  bottled  in  a  sterile  manner  but 
it  has  an  analgesic  effect  also. 

Standardization  of  serum 

Different  opinions  are  held  regarding  the  methods  for  determining 
the  therapeutic  value  of  antimeningococcus  serum,  as  it  is  much  more 
difficult  to  determine  the  potency  of  an  antibacterial  serum  than 
of  an  antitoxic  serum,  such,  for  instance,  as  diphtheria  antitoxin. 
Krauss  and  D5rr  believe  that  the  chief  action  of  the  serum  depends 
upon  its  antitoxic  properties;  Jochmann,  Flexner  and  Wassermann 
believe  that  the  chief  action  of  antimeningococcus  sera  is  to  increase 
phagocytosis  of  the  microorganism,  to  destroy  the  meningococcus 
and  to  neutralize  toxins.  It  has  been  shown  that  antimeningococcus 
serum  probably  contains  bacteriolysins,  opsonins,  antiendotoxins, 
agglutinins,  precipitins  and  complement  fixation  bodies.  The 
presence  of  many  of  these  does  not  necessarily  have  any  influence  on 


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150  KENNETH  D.  BLACKFAN 

the  therapeutic  activity  of  the  serum.  Different  writers  have  sug- 
gested the  use  of  various  tests  to  fix  a  proper  standard  for  antimenin- 
gococcus  serum  but  the  difficulty  in  using  any  one  criterion  as  a 
standard  for  measuring  the  several  forms  of  activity  is  apparent. 
The  opsonin  and  the  complement  fixation  methods  have  practically 
been  discarded  as  it  is  not  possible  to  determine  by  them  the  antibodies 
representing  the  different  types  of  meningococci.  The  an tiendo toxic 
standard  as  applied  by  Dopter,  Wassermann,  Krause,  Leuchs  and 
others  has  been  criticized  by  Gordon  on  the  ground  that  the  content 
of  endotoxin  was  too  low  to  be  used  for  purposes  of  standardization. 
Before  this  method  becomes  an  acceptable  method  of  standardizing 
meningococcus  serum,  the  presence  of  a  meningococcic  endotoxin 
must  definitely  be  proven.  The  workers  in  the  Hygienic  Laboratory 
in  Washington  have  failed  so  far  to  confirm  the  presence  of  an  anti- 
endotoxin  in  the  sera  which  they  have  tested  (Leak).  The  protec- 
tive power  of  antimeningococcus  serum  for  small  animals  has  been 
used  as  a  method  of  standardization.  The  test  is  made  by  mixing 
varying  amounts  of  a  meningococcus  emulsion  with  a  definite  quan- 
tity of  immune  serum  and  injecting  this  mixture  into  the  peritoneal 
cavity  of  animals.  Hitchens  and  Robinson  have  described  a  protec- 
tion test  with  mice  and  believe  that  the  animal  protection  test  is  more 
nearly  indicative  of  the  potency  of  the  serum  than  is  the  agglutina- 
tion test  or  the  complement  fixation  test.  They  also  suggest  that 
the  amount  of  serum  necessary  to  protect  against  one  minimum  lethal 
dose  of  culture  be  used  as  a  uniform  standard  for  antimeningococ- 
cus sera.  Amoss  and  March  were  unable  to  confirm  their  results 
and  regard  the  protective  power  of  antimeningococcus  serum  for 
laboratory  animals  as  a  variable  and  unsuitable  index  of  its  value. 

At  the  present  time  the  determination  of  the  agglutinin  content  of 
sera  is  considered,  in  this  country,  the  most  reliable  method  for  the 
standardization  of  antimeningococcus  sera.  Although  the  part  played 
by  agglutinins  in  overcoming  infection  is  not  known,  it  has  been 
demonstrated  that  a  high  agglutination  titre  is  usually  accompanied 
by  a  strong  complement  binding  power  and  a  high  opsonic  index. 
It  is  therefore  reasonable  to  suppose  that  a  serum  possessing  these 
properties  has  a  relatively  high  antibody  content.  Practical  experi- 
ence has  shown  that  sera  showing  a  high  agglutination  titre  for  the 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  151 

meningococci  isolated  from  patients'  cerebrospinal  fluid  as  a  rule 
give  good  therapeutic  results.  On  the  other  hand,  as  the  French 
writers  have  pointed  out,  satisfactory  clinical  results  may  at  times  be 
secured  by  the  use  of  sera  with  a  low  agglutination  power.  At  present 
it  must  be  admitted  that  the  methods  of  determining  the  potency  of 
antimeningitis  sera  leave  much  to  be  desired.  The  New  York  State 
Board  of  Health  requires  that  serum  should  be  prepared  from  four 
properly  chosen  cultures  of  meningococci  and  a  standard  value  based 
on  the  agglutination  titre.  Serum  used  in  treatment  of  this  disease 
should  contain  antibodies  for  the  two  main  types  of  organisms  and 
the  subtypes. 

Serum  for  diagnostic  purposes 

Polyvalent  and  monovalent  antimeningococcus  sera  are  used,  in 
the  laboratory,  for  identifying  the  meningococcus,  for  determining, 
the  various  types  of  meningococci  and  for  testing  the  potency  of 
different  sera.  The  therapeutic  polyvalent  serum  prepared  in  the 
horse  is  used  for  this  purpose.  Monovalent  sera  are  made  in  young 
rabbits  according  to  two  methods.  Amoss  prepares  his  serum  by 
suspending  a  sixteen-hour  growth  of  the  meningococcus  in  10  cc.  of 
0.8  per  cent  salt  solution.  Of  the  suspension  0.1  cc.  is  diluted  to  2 
cc.  and  injected  intravenously.  The  same  dose  with  a  fresh  culture 
is  repeated  on  the  second  day  and  one-eightieth  of  a  culture  on  the 
third  day.  After  five  days,  one-eightieth  of  a  culture,  then  one-fif- 
tieth and  finally  one-twenty-fifth  on  the  third  day  are  injected. 
Two  days  later  the  rabbit  is  sacrificed  and  the  serum  collected.  Hines 
prepares  his  serum  by  injecting  increasing  doses  of  an  emulsion  of 
meningococci  killed  by  heat.  The  serum  is  preserved  with  phenol. 
By  either  one  of  these  methods  satisfactory  sera  for  identification  of 
the  type  of  meningococcus  by  the  agglutination  test  are  prepared. 
The  reader  is  referred  to  text  books  for  a  description  of  these  tests. 

DIAGNOSIS  OF  MENINGOCOCCUS  MENINGITIS 

In  the  early  stage  of  meningococcus  infections  before  the  localiza- 
tion of  the  organism  in  the  meninges  with  the  resulting  symptoms  of 
meningeal  irritation,  diagnosis  is  well  nigh  impossible  except  in  the 
presence  of  an  epidemic.    Even  with  the  aid  of  blood  cultures  diag- 


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152  KENNETH  D.  BLACEFAN 

nosis  before  the  onset  of  meningitis  is  most  difficult.  The  symptoms 
at  the  onset  may  be  so  mild  and  so  insidious  that  several  days  may 
elapse  before  the  true  nature  of  the  infection  is  recognized,  or  it  may 
be  so  severe  and  fulminating  that  the  patient  dies  within  the  first 
twelve  to  thirty-six  hours.  A  sudden  onset  with  chills,  marked  pros- 
tration and  headache,  together  with  vomiting,  is  highly  suggestive 
of  meningococcus  meningitis,  especially  when  there  is  a  petechial  or 
purpuric  rash.  The  characteristic  but  by  no  means  pathognomonic 
eruption  occurs  at  some  time  or  other  during  the  course  of  the  disease 
in  about  50  per  cent  of  the  cases.  As  it  is  not  a  constant  finding,  it 
cannot  always  be  relied  upon.  Occasionally  one  sees  patients  within 
the  first  few  hours  of  the  onset  without  meningeal  symptoms  when 
petechiae  are  present  but  in  the  majority  of  cases  meningococci  will 
be  found  in  the  cerebrospinal  fluid  if  it  is  examined  even  at  such  an 
early  period.  Although  a  tentative  diagnosis  of  meningococcus 
meningitis  may  be  made  when  a  patient  who  previously  has  been 
well  has  an  acute  onset  with  headache,  vomiting,  a  chill  or  convulsions 
and  who  presents  the  signs  of  meningeal  irritation  (cervical  rigidity, 
hyperaesthesia,  Kernig's  sign,  Macewen's  sign  or  a  tense  and  bulging 
fontanelle),  the  final  diagnosis  always  rests  on  the  actual  demonstra- 
tion of  meningococci  in  the  cerebrospinal  fluid.  A  differentiation 
between  meningitis  due  to  the  pneumococcus,  streptococcus,  staphy- 
lococcus aureus  and  other  organisms  and  between  other  diseases, 
pneumonia,  typhoid  fever,  typhus  fever,  cerebral  abscess,  simulating 
meningococcus  meningitis,  can  be  made  in  no  other  way  than  by 
lumbar  puncture  and  the  demonstration  of  the  organism.  A  clinical 
diagnosis  without  bacteriological  proof  is  always  open  to  criticism. 
In  the  very  early  stages  the  cerebrospinal  fluid  may  appear  clear 
yet  the  meningococcus  can  often  be  demonstrated  in  both  stained 
•  smears  and  cultures.  As  the  disease  progresses  the  cerebrospinal 
fluid  becomes  turbid  and  intracellular  and  extracellular  Gram-nega- 
tive diplococci  can  usually  be  made  out  readily.  In  almost  all  cases 
they  will  be  found  after  prolonged  search.  In  the  subacute  and  chronic 
cases  the  demonstration  of  the  meningococcus  may  be  attended  with 
great  difficulty.  I  have  seen  patients  in  whom  it  was  impossible  to 
demonstrate  the  organism  either  by  smear  or  by  culture  in  the  cere- 
brospinal fluid  at  the  first  puncture  but  in  subsequent  punctures 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  153 

they  appeared  in  large  numbers.  In  some  patients,  particularly 
children,  when  the  disease  has  been  present  for  some  days,  there  may 
be  an  obstruction  to  free  communication  between  the  spinal  sub- 
arachnoid space  and  the  interior  of  the  ventricles.  In  these  circum- 
stances it  sometimes  happens  that  no  fluid  can  be  obtained  by  lumbar 
puncture  or  the  fluid  that  is  obtained  may  be  free  from  meningococci 
whereas  the  ventricular  fluid  contains  the  organisms  in  large  number. 
Only  by  means  of  a  ventricular  puncture  is  it  possible  to  obtain  cere- 
brospinal fluid  and  so  demonstrate  meningococci.  This  may  readily 
be  accomplished  in  children  with  an  open  fontanelle  which  is  the 
age  at  which  the  severance  of  the  communication  is  more  likely  to 
occur.  Relatively  few  cases  are  seen  in  which  meningococci  cannot 
be  demonstrated  by  persistent  search  in  the  cerebrospinal  fluid 
removed  from  the  ventricle  or  lumbar  subarachnoid  space  at  dif- 
ferent times.  That  such  cases  do  occur  and  recover  after  specific 
therapy  should  be  borne  in  mind.  In  a  series  of  202  cases  of  menin- 
gococcus meningitis  which  I  have  seen  during  the  past  few  years, 
there  were  13  cases  in  which  meningococci  were  not  demonstrated 
in  smear  or  by  cultivation.  Corroborative  evidence  of  the  existence 
of  meningococcus  infection  may  be  had  by  demonstrating  the 
organism  in  the  rhino-pharynx  of  such  patients.  The  following 
case  is  cited  as  an  example: 

J.  D.,  white,  age  seven  years.  Patient  was  admitted  to  the  Harriet 
Lane  Home  on  the  114th  day  of  the  disease,  with  a  history  of  recurrent  at- 
tacks of  fever,  headache,  vomiting,  drowsiness,  muscular  rigidity  and  opis- 
thotonus. On  admission,  examination  revealed  nothing  abnormal  except 
emaciation,  hyperactive  reflexes  and  slight  engorgement  of  the  vessels  of  the 
fundi. 

Temperature,  99.6°F,  white  blood  cells,  16,700.  Pirquet  negative. 
Wassennann  negative.  Urine  normal.  Blood  culture  sterile.  Throat 
culture  showed  meningococci. 

Spinal  fluid:  No  increase  of  pressure,  slightly  cloudy,  2800  white  blood 
cells;  76  per  cent  polymorphonuclears.  Pandy  strongly  positive,  Wasser- 
mann  negative.    No  organisms  found  in  smears.    Culture  sterile. 

Treatment:  Six  lumbar  punctures  were  done  and  an  timeningococcus  serum 
injected  three  times.  The  spinal  fluid  gradually  became  dear,  cell  count 
fell  to  32  per  cubic  millimeter.    Pandy  test  remained  positive.     Repeated 


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154  KENNETH  D.  BLACKFAN 

examinations  failed  to  show  organisms  in  smears  and  repeated  cultures  were 
sterile.  The  patient  was  apparently  well  122  days  after  the  onset  of  the 
disease. 

PROPHYLACTIC  MEASURES  IN  MENINGITIS 

Epidemiological  studies  of  meningococcus  meningitis  have  estab- 
lished without  doubt  that  the  disease  is  spread  by  direct  contact  from 
one  person  to  another,  as  is  the  case  with  diphtheria,  poliomyelitis, 
etc.  More  than  twenty  years  ago  Councilman,  Mallory  and  Wright, 
Kief  er  and  others  demonstrated  that  the  meningococcus  is  present  in 
the  rhino-pharynx  of  patients  suffering  from  meningococcus  menin- 
gitis. In  1901,  Albrecht  and  Ghon  demonstrated  its  presence  in 
healthy  persons.  Since  then  it  has  been  generally  accepted  that  the 
disease  is  spread  by  means  of  the  rhino-pharyngeal  secretions  that 
harbor  the  meningococci.  Therefore,  from  the  standpoint  of  the 
management  of  meningococcus  meningitis,  prophylaxis  may  be  said 
to  equal  in  importance  specific  serum  treatment.  As  ill  persons  are 
usually  confined  to  their  beds,  they  are  of  menace  only  to  physicians, 
to  attendants  and  to  other  patients  and  do  not  become  a  menace  to 
others  until  the  convalescent  stage. 

Meningococcus  carriers 

The  healthy  carrier  is  the  greater  menace  to  the  community.  The 
disease  is  spread  by  those  who  have  suffered  from  the  disease,  and  by 
those  who  have  never  been  ill.  The  meningococcus  may  remain 
in  the  rhino-pharynx  of  a  carrier  for  a  variable  length  of  time  and 
for  that  reason  two  classes  of  carriers  can  be  distinguished,  the  acute 
or  transient  carrier  and  the  prolonged  or  chronic  carrier.  Attendants 
and  relatives  constitute  the  larger  percentage  of  the  acute  carriers, 
and  usually  the  meningococcus  remains  in  the  rhino-pharynx  for 
only  a  short  period  of  time.  It  may  be  found  at  one  examination  and 
not  at  subsequent  ones.  The  British  Medical  Research  Committee 
found  that  of  119  people  who  had  been  in  contact  with  meningitis 
patients,  themselves  not  being  ill,  94  harbored  organisms  of  the  same 
type  as  had  caused  disease  in  the  patient  with  whom  they  had  been 
in  contact.  The  chronic  carrier  is  different.  He  has  usually  suffered 
from  the  disease  himself  and  the  organism  persists  for  months,  even 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  155 

years,  and  while  it  occasionally  disappears,  it  subsequently  reappears. 
The  spread  of  the  meningococcus,  an  organism  which  does  not  with- 
stand, easily,  exposure  to  air,  is  accounted  for  by  chronic  carriers. 
These  are  in  all  probability  responsible  for  the  spread  of  the  disease 
from  place  to  place  and  for  the  causation  of  epidemics.  If  it  were 
not  for  them  the  disease  might  readily  die  out.  The  cycle  of  events 
which  leads  to  contamination  and  to  infection  has  been  summarized 
by  Flexner  as  follows:  "A  meningococcus  carrier  is  introduced  into  a 
group  of  persons  of  the  more  susceptible  ages.  Of  the  latter  a  certain 
number  become  contaminated  through  aspirating  the  rhino-pharyn- 
geal  secretions  which  he  ejects.  Of  those  thus  contaminated  a  vari- 
able number  actually  become  infected  and  develop  meningitis  while 
a  larger  number  are  converted  either  into  temporary  (evanescent) 
or  more  enduring  (chronic)  carriers.  The  patient  during  the  acute 
illness  and  for  an  indefinite  period  while  convalescent  is  also  a  carrier. 
Hence  the  number  of  carriers  produced  exceeds  the  number  of  cases 
of  infection,  from  which  it  may  be  concluded  that  the  individual  sus- 
ceptibility to  epidemic  meningitis  is  low."  It  has  been  shown  by  a 
number  of  workers  (Mayer)  that  the  percentage  of  healthy  carriers 
both  in  the  civil  population  and  in  garrisons  is  generally  about  3  per 
cent.  The  constant  occurrence  of  sporadic  cases  of  meningococcus 
meningitis  is  thus  readily  explained.  There  must  be  subsidiary  fac- 
tors, however,  to  explain  the  occurrence  of  local  and  general  epidemics. 
It  is  difficult  to  account  for  the  sudden  occurrence  of  a  widespread 
epidemic  of  meningitis  in  a  city  in  which  meningitis  has  been  en- 
demic for  years.  An  alteration  of  the  type  and  virulence  of  the 
bacterium  or  the  introduction  of  a  new  type  of  increased  virulence 
suggest  themselves  as  explanations  but  they  are  explanations  with- 
out proof. 

Hygienic  measures 

The  regulation  of  the  factors  that  produce  local  epidemics  con- 
stitute the  more  important  hygienic  measures  which  should  be  ob- 
served in  the  management  of  patients  with  meningococcus  meningitis. 
These  factors  are  chiefly  overcrowding  and  poor  ventilation.  Proper 
ventilation  must  be  maintained  at  all  costs  and  the  prevention  of 
overcrowding  is  imperative.    By  these  measures  especially  in  insti- 


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156  KENNETH  D.  BLACKTAN 

tutions,  in  barracks  and  on  ships  the  risk  of  the  contamination  of 
persons  by  contact  with  carriers  is  greatly  lessened.  The  rise  in  the 
incidence  of  the  disease  during  the  cold  and  damp  months  of  the  year 
undoubtedly  is  to  be  explained  by  the  tendency  of  individuals  to 
congregate  together  in  poorly  ventilated  and  overheated  rooms.  In 
a  British  naval  barrack  during  the  month  of  October,  there  were  23 
cases  of  cerebrospinal  fever,  the  number  of  cases  immediately  fell 
to  6  for  November  and  2  for  December  with  the  order  that  the  windows 
should  be  open  day  and  night  and  the  hammocks  hung  not  closer 
than  every  2\  feet  (Rolleston).  Free  ventilation,  isolation  and  a 
proper  amount  of  space  are  as  necessary  for  the  treatment  of  patients 
with  meningococcus  meningitis  as  for  the  prevention  of  the  disease. 
Attention  should  be  given  to  the  prevention  of  overfatigue  and  the 
control  of  rhino-pharyngeal  infections — factors  which  have  a  tendency 
to  favor  the  spread  of  the  disease.  The  proper  observing  of  these 
principles  is  of  particular  importance  during  time  of  war  and  in  epi- 
demic areas  where  there  are  large  numbers  of  individuals  crowded 
together  in  barracks  improperly  ventilated.  It  was  shown  by  Mayer 
and  his  colleagues  that  there  were  2.46  per  cent  carriers  among  1911 
soldiers  in  barracks  during  epidemic  free  times  whilst  the  Medical 
Research  Committee  found  8.53  per  cent  among  1629  soldiers  who 
had  been  in  contact  with  60  cases  of  meningococcus  meningitis. 

The  prevention  of  infection  of  attendants  in  charge  of  patients 
with  meningococcus  meningitis  is  chiefly  concerned  with  the  dis- 
charges from  the  rhino-pharynx.  It  is  advisable  that  patients  be 
isolated  either  in  separate  cubicles  or  by  the  less  expensive  method  of 
separating  the  beds  by  intervals  of  2\  feet  and  hanging  sheets  between 
them.  The  attendants  should  not  expose  themselves  to  the  breath 
of  the  patients;  they  should  be  protected  by  wearing  caps,  gowns  and 
mouthpieces  when  caring  for  patients.  Nurses  should  thoroughly 
cleanse  their  hands  with  soap  and  water  and  a  disinfectant  solution 
after  each  contact  with  patients  and  with  all  articles  used  by  patients. 
The  discharges  from  the  nose  and  throat,  the  conjunctivae,  and 
herpes,  and  excreta  should  be  destroyed.  All  articles  which  come  in 
contact  with  patients  should  be  kept  separate  and  thoroughly  disin- 
fected. Cerebrospinal  fluid  and  the  apparatus  used  in  giving  treat- 
ments should  receive  special  care  and  sterilization.    Cultures  should 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  157 

be  taken  at  stated  intervals  from  those  in  attendance  on  patients  to 
be  sure  that  they  have  not  become  carriers.  Convalescent  patients 
should  not  be  discharged  from  quarantine  until  it  has  been  proved 
that  meningococci  are  not  present  in  the  rhino-pharynx. 

Prevention  of  the  spread  of  meningococcus  meningitis  depends  on 
the  detection  of  carriers,  their  isolation  and  their  treatment.  Hie 
question  of  general  examinations  for  the  detection  of  carriers  of  the 
meningococcus  has  received  much  attenton  especially  during  the 
epidemic  which  occurred  among  troops  during  the  late  war.  Cer- 
tain investigators  (Flexner,  Parkes,  etc.)  believe  that  the  incidence 
of  the  disease  was  lower  among  the  troops  in  which  routine  search 
for  carriers  had  been  carried  out,  whilst  others,  notably  Galambos 
Klinger,  Rouman,  etc.,  believe  that  the  incidence  of  the  disease  is 
not  influenced  by  the  detection  and  segregation  of  the  healthy  car- 
riers. The  bacteriological  control  of  carriers  with  their  detention 
and  proper  treatment  is  the  only  means  of  properly  checking  and 
preventing  the  spread  of  the  disease.  Indeed,  the  disease  might  be 
exterminated  if  it  were  possible  to  detect  and  isolate  all  the  carriers 
of  the  meningococcus.  The  difficulties,  however,  are  too  great  at 
the  present  time  to  carry  out  such  drastic  measures  as  this  would 
entail.  The  search  for  carriers  among  contacts  should,  however,  be 
carried  out  whenever  meningococcus  meningitis  arises  and  the  car- 
riers should  be  isolated  and  proper  treatment  instituted.  The  car- 
riers should  be  kept  isolated  until  three  successive  negative  cultures 
at  five-day  intervals  have  been  obtained.  A  regulated  period  of 
quarantine  is  quite  useless  and  effective  control  can  only  be  had  by 
bacteriological  proof  of  negative  cultures.  The  bacteriological  detec- 
tion of  carriers  necessitates  careful  technique  in  the  making  of 
the  cultures  and  the  cultivation  of  the  meningococcus,  the  identifica- 
tion and  differentiation  from  other  Gram-negative  cocci,  which  fre- 
quent the  rhino-pharynx,  agglutination  tests  and  the  recognition  of 
tie  different  types.1 

The  transient  carrier  usually  becomes  free  from  meningococci  in  a 
week  or  ten  days  and  the  number  of  colonies  grown  from  the  rhino- 

1The  reader  is  referred  to  the  standard  technique  of  meningococcus  carrier  detection 
adopted  by  the  Medical  Department  of  the  United  States  Army  and  Navy  and  the  United 
States  Public  Health  Service  for  detailed  information  regarding  the  methods  in  use. 


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158  KENNETH  D.  BLACEFAN 

pharynx  is  much  fewer  than  is  the  case  with  the  chronic  carrier. 
Carriers  should  be  separated  from  those  who  have  become  nega- 
tive in  order  to  prevent  reinfection  and  carriers  should  be  separated 
according  to  the  type  of  organism  to  prevent  cross  infection.  The 
chronic  carrier  is  the  greatest  menace  to  the  community  and  offers 
the  greatest  problem  in  treatment.  As  Flack  has  shown,  the  persis- 
tence of  the  carrier  state  varies  within  fairly  wide  limits.  Among 
185  carriers,  124  were  known  to  have  been  in  contact  with  a  case  of 
meningitis  or  another  carrier,  whereas  61  had  not  been  in  contact 
either  with  a  patient  or  with  a  carrier.  The  average  duration  among 
the  former  was  4.65  and  among  the  latter  3.68  weeks.  Twenty  per 
cent  of  the  185  carriers  became  free  of  organisms  within  the  first 
two  weeks,  52  per  cent  within  the  first  four  weeks  and  5  per  cent 
persisted  beyond  twelve  weeks.  It  was  noticed  that  sunshine  and 
dry  weather  apparently  influenced  the  rapidity  with  which  the  car- 
riers became  free.  In  February  and  March,  the  rate  of  discharge  of 
carriers  from  isolation  was  slow  whilst  with  the  coming  of  sunshine 
and  dry  weather  in  April  the  rate  of  discharge  was  increased. 
Although  in  the  great  majority  of  carriers  the  rhino-pharynx  is 
normal,  the  meningococcus  persists  for  a  longer  time  in  those  who 
are  subject  to  inflammatory  conditions  of  the  rhino-pharynx  and 
accessory  sinuses. 

Treatment  of  carriers 

It  is  clear  that  the  meningococcus  disappears  from  the  rhino-pharynx 
spontaneously  in  the  overwhelming  majority  of  carriers.  Fresh, 
dry  air  and  sunshine  undoubtedly  have  an  important  and  favorable 
influence  on  the  rapidity  with  which  the  meningococci  disappear. 
Chronic  inflammatory  conditions  of  the  rhino-pharynx  require  appro- 
priate treatment.  Aside  from  these  measures  the  efforts  to  hasten 
the  disappearance  of  the  meningococci  in  convalescent  patients  and 
carriers  by  antiseptics  have  been  most  discouraging.  As  the  menin- 
gococcus is  one  of  the  least  resistant  of  the  pathogenic  organisms  to 
disinfectants,  it  seems  surprising  that  a  means  of  destroying  it  has 
not  been  found.  The  reason  probably  is  not  so  much  its  resistance 
to  the  various  antiseptics  which  have  been  employed  as  the  difficulty 
in  bringing  the  solution  actually  in  contact  with  the  organism  in  the 


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TREATMENT  OF  MENINGOCOCCI]  S  MENINGITIS  159 

rhino-pharynx  and  accessory  sinuses.  Strong  antiseptics  by  injuring 
the  mucous  membrane  and  setting  up  inflammatory  conditions  actually 
prolong  the  carrier  state  (Fulloch).  Many  methods  with  mild  anti- 
septics have  received  careful  trial.  Swabs,  douches,  sprays  and 
vapors  have  been  employed.  Antiseptics  which  destroy  the  men- 
ingococcus in  vitro  fail  to  destroy  the  organisms  when  they  are  used 
in  the  human  being.  Colebrook  and  Tanner  in  tests  made  upon  the 
meningococcus  contained  in  a  film  of  nasal  secretion  found  that  weak 
carbolic  acid  solutions  and  a  5  per  cent  suspension  of  "argentine" 
killed  the  meningococci.  The  substance  was  non-irritating  to  the 
mucous  membrane  and  temporarily  rendered  the  carrier  free  from 
meningococcus;  the  organism,  however,  reappeared  in  the  majority 
of  cases.  Attempts  with  zinc  sulphate  and  pyocyanase  have  also 
been  unsuccessful.  Kutscher  after  the  recommendation  by  Kolle 
and  Wassermann  reported  satisfactory  results  with  the  nasal  sprays 
of  dry  antimeningococcus  serum.  Their  results  were  not  confirmed 
by  other  observers.  Many  different  substances  have  been  tried  in 
the  form  of  vapors  and  inhalants.  Compounds  of  iodine,  guaiacol, 
thymol  and  alcohol  were  tried  by  Vincent  and  Vellot.  These  like- 
wise have  not  been  followed  by  very  satisfactory  results.  Sophian 
found  that  a  0.5  per  cent  hydrogen  peroxide  solution  used  as  a  nasal 
spray  and  gargle  rendered  the  rhino-pharynx  free  from  meningococci 
in  the  majority  of  cases  within  a  few  days  to  two  weeks.  Normal 
salt  solution  and  potassium  permanganate  solution  have  likewise  been 
tried,  but  as  has  been  the  case  with  the  other  methods  which  have  been 
employed,  although  the  organism  tends  to  disappear,  it  usually  reap- 
pears after  a  few  days;  Worster-Drought  and  Kennedy  used  exten- 
sively a  solution  of  chloramine  T  of  2  per  cent  strength  diluted  with 
warm  water  just  before  use.  The  solution  was  applied  for  three  days 
before  cultures  were  taken.  If  positive  cultures  were  then  obtained, 
a  second  course  of  treatment  was  usually  given.  They  concluded 
from  their  results  that  chloramine  T  used  as  a  nasal  douche  is  of 
definite  value  in  the  treatment  of  meningococcus  carriers.  It  should 
be  carried  out,  however,  under  personal  supervision.  Inasmuch  as 
chloramine  compounds  do  not  cause  albuminous  precipitation  in 
secretions,  it  would  seem  that  they  might  find  a  useful  place  in  the 
treatment  of  carriers.    The  value  of  chloramine  T,  however,  has  not 


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160  KENNETH  D.  BLACKPAN 

been  substantiated  by  other  workers.  Inhalation  chambers  as  used 
by  Kuster  and  automatic  spraying  apparatuses  suggested  by  Gordon 
and  Flack,  in  which  chloramine  T  and  zinc  sulphate  were  used 
have  given  only  fairly  satisfactory  results.  Dichloramine  T  as 
suggested  by  Dunham  and  Dakin  dissolved  in  eucalyptol  in  2  per 
cent  solution  has  also  been  used.  It  should  be  borne  in  mind  that 
inasmuch  as  so  many  different  measures  cause  the  meningococcus 
temporarily  to  disappear  from  the  rhino-pharynx  a  sufficient  length 
of  time  should  pass  between  the  cessation  of  treatment  and  the  taking 
of  swabs  before  an  individual  is  discharged  and  regarded  as  free  from 
meningococci.  Although  there  is  some  difference  of  opinion  as  to 
the  value  of  these  different  local  antiseptics  in  the  treatment  of  men- 
ingococcus carriers,  the  majority  of  authors  regard  local  treatment 
as  a  valueless  procedure. 

The  specific  treatment  of  meningococcus  carriers  has  lately  re- 
ceived considerable  attention.  This  has  been  carried  out  by  means 
of  active  immunization  with  vaccines  given  subcutaneously  in  doses 
of  from  50,000,000  to  2,000,000,000.  The  injection  of  the  vaccine 
used  by  Colebrook  and  Tanner  gives  very  slight  constitutional  dis- 
turbances which  pass  off  quickly.  In  their  series  five  out  of  the  ten 
carriers  became  negative  and  the  other  five  cases  were  unaffected. 
The  meningococcus  later  reappeared  in  the  negative  cases.  It  is 
scarcely  to  be  expected  that  the  immunization  of  carriers  would  have 
any  effect  upon  the  meningococci  in  the  rhino-pharynx  inasmuch  as 
recently  shown  by  Gates  the  blood  serum  of  chronic  carriers  does 
already  contain  agglutinins. 

Passive  immunity  as  a  prophylactic  measure 

The  production  of  passive  immunity  by  the  injection  of  antimen- 
ingococcus  serum  and  of  active  immunity  by  treatment  with 
vaccines  has  been  advocated  as  a  prophylactic  measure  by  a  num- 
ber of  different  workers.  The  experiments  of  Jochmann  in  1906  when 
he  produced  passive  immunity  in  animals  by  the  use  of  serum  sug- 
gested to  him  that  this  might  be  a  useful  measure  in  the  prevention 
of  the  disease.  With  the  exception  of  Ruppel  who  recommended  its 
use  in  1907,  the  method  was  not  employed  extensively  until  the  1912 
epidemic  in  Texas.    Sophian  advised  its  use  as  a  prophylactic  measure 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  161 

among  the  attendants  who  came  in  direct  contact  with  the  patients 
with  meningococcus  meningitis.  He  recommended  the  subcutaneous 
injection  of  10  to  20  cc.  of  serum.  The  dosage  is  necessarily  arbi- 
trary and  depends  on  the  serum  used.  The  duration  of  the  immunity 
afforded  was  considered  one  month  and  in  Sophian's  cases  only  one 
of  the  persons  inoculated  contracted  the  disease.  He  was  a  porter 
who  developed  meningitis  six  weeks  after  the  preventive  treatment. 
The  chief  objection  to  the  prophylactic  use  of  antimeningococcus 
serum  is  that  the  passive  immunity  conferred  is  only  temporary. 
The  occurrence  of  serum  sickness  and  the  danger  of  anaphylactic 
shock  if  subsequent  injections  of  serum  are  necessary  should  not  be 
considered  as  contraindications  to  its  use  any  more  than  they  are 
contraindications  to  the  use  of  diphtheria  or  tetanus  antitoxin  pro- 
vided the  antimeningitis  serum  is  an  effective  prophylactic  That 
there  is  doubt  of  this  is  shown  by  the  fact  that  in  the  epidemics  of  the 
world  war  it  was  not  extensively  employed. 

Active  immunity  as  a  prophylactic  measure 

Active  immunization  by  means  of  meningococcus  vaccines  had 
not  been  used  extensively  before  the  war.  It  has  been  known  for  a 
long  time  that  a  certain  degree  of  immunity  develops  during  the  active 
stage  of  meningitis.  This  has  been  demonstrated  by  complement 
fixation  tests,  by  agglutination  tests  and  by  the  estimation  of  the 
opsonic  index.  These  same  tests  have  shown  that  the  immune  bodies 
increase  in  laboratory  animals  after  vaccination.  Because  of  these 
facts  and  because  of  the  analogy  of  meningococcus  meningitis  to  other 
bacterial  diseases,  Sophian  employed  vaccination  as  a  prophylactic 
measure  in  the  epidemic  in  Texas  in  1912.  The  results  were  incon- 
clusive as  most  of  the  vaccinated  persons  did  not  complete  the  series 
of  injections.  Later  Sophian  and  Black  studied  the  agglutination 
and  the  complement  fixation  of  the  serum  of  ten  students  who  had 
been  vaccinated  with  two  or  three  doses  of  a  monovalent  vaccine. 
The  doses  given  were  500,000,000  to  2,000,000,000  organisms  at 
seven-day  intervals.  Following  the  vaccinations  severe  constitu- 
tional reactions  occurred.  They  found  the  agglutinin  titers  of  the 
sera  of  their  vaccinated  subjects  to  range  from  1:200  to  1:1500. 
Complement  was  fixed  in  serum  dilutions  up  to  1:250.    Comple- 

ifKDicDfE,  vol.  I,  WO.  1 


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162  KENNETH  D.  BLACKFAN 

ment  fixing  antibodies  were  found  in  low  dilutions  in  the  serum  of 
seven  of  these  men  after  an  interval  of  two  years.  Sophian  and  Black 
refer  to  Hall's  experience  in  Kansas  City  in  the  vaccination  of  about 
280  persons  in  families  in  which  meningitis  had  occurred.  A  number 
of  doctors  and  nurses  were  likewise  vaccinated.  In  no  instance  did 
the  disease  occur  subsequent  to  vaccination. 

During  the  war  preventive  vaccine  therapy  was  extensively  em- 
ployed. Greenwood  believes  from  his  experience  with  4000  men  inoc- 
ulated twice,  first  with  250,000,000  to  300,000,000  and  after  a  week 
with  1,000,000,000  bacteria,  none  of  whom  contracted  the  disease, 
that  vaccination  is  a  valuable  prophylactic  procedure.  Gates  using 
a  vaccine  prepared  from  the  two  main  types  of  meningococci  vac- 
cinated 2700  soldiers  at  three-week  intervals  with  2,000,000,000, 
4,000,000,000  or  8,000,000,000  cocci.  He  found  that  these  doses 
rarely  caused  more  than  a  mild  reaction  except  in  certain  susceptible 
individuals.  In  the  severe  reactions  the  symptoms  simulated  the 
onset  of  meningitis  but  they  lasted  only  a  few  hours.  He  demon- 
strated specific  agglutinins  for  meningococci  in  the  blood  serum  of  the 
vaccinated  men.  Among  the  men  treated  by  Gates  two  patients 
who  had,  probably,  been  vaccinated  during  the  incubation  period  of 
the  disease  developed  meningococcus  meningitis.  Another  patient 
developed  meningitis  at  a  time  when  immunity  should  have  been 
established.  During  a  period  of  four  months  while  under  observa- 
tion, no  cases  of  meningitis  were  known  to  have  occurred  among  the 
others  who  were  vaccinated.  Chalmers  and  O'Farrell  working  in  the  „ 
Soudan  report  somewhat  similar  results  using  much  smaller  doses. 
They  began  with  5,000,000  and  never  exceeded  100,000,000, 
Treadgold  using  50,000,000  and  one  week  later  100,000,000  organisms 
vaccinated  79  carriers,  none  of  whom  developed  meningitis  and  Aaser 
gave  two  doses  of  300,000,000  organisms  each  at  five-day  intervals  to 
1200  soldiers.  No  vaccinated  soldiers  developed  the  disease.  Re- 
cently Whitmore  and  his  colleagues,  using  a  polyvalent  lipo-vaccine, 
inoculated  55  men  with  40,000,000,000  and  80,000,000,000  organisms 
subcutaneously  in  one  or  two  injections.  They  reported  that  the 
use  of  such  vaccines  diminish  the  risk  of  reaction.  In  the  first  days 
after  vaccination  agglutination  formation  was  observed  against  three 
of  the  vaccine  strains.    Although  the  evidence  thus  far  collected 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  163 

would  seem  to  favor  prophylactic  meningococcus  vaccination,  further 
studies  need  to  be  carried  out,  on  account  of  the  resistance  to  the 
disease  which  most  persons  possess,  before  it  can  be  stated  that  the 
measure  is  as  important  in  preventive  medicine  as  is  typhoid  vac- 
cination.   There  are  no  insurmountable  objections  to  its  use. 

TREATMENT 

Specific  serum  therapy  has  established  itself  by  tests  under  such  a 
variety  of  conditions  and  over  such  a  long  period  of  time  that  the 
efficacy  of  this  form  of  treatment  in  meningococcus  infections  cannot 
be  questioned.  There  is  however  a  very  considerable  mortality, 
in  the  neighborhood  of  25  per  cent,  even  when  patients  are  treated 
intelligently  and  energetically.  It  is  not  surprising  therefore  that 
efforts  have  been  made  still  further  to  improve  the  methods  of 
treatment. 

The  premeningitic  stage  of  meningitis 

It  is  becoming  more  and  more  evident  not  alone  from  clinical  ob- 
servation but  as  the  result  of  experimental  work  that  the  first  stage 
of  a  meningitis  in  all  probability  is  usually  preceded  by  a  bacteriemia. 
It  is  generally  but  not  invariably  a  transitory  invasion,  the  bacteria 
disappearing  as  a  rule  from  the  blood  stream  in  a  very  few  days. 
While  the  older  view,  that  the  infection  results  from  the  direct  exten- 
sion of  the  organism  through  the  cribiform  plate  of  the  ethmoid  or 
from  the  sphenoidal  or  ethmoidal  sinuses  to  the  base  of  the  brain, 
has  not  been  disproven,  the  majority  of  observers  are  of  the  opin- 
ion that  the  meningococcus  gains  access  to  the  blood  stream  through 
the  upper  air  passages  and  then  becomes  localized  in  the  meninges. 
The  question  then  arises  is  it  possible  to  recognize  meninococcus  in- 
fection in  the  premeningitic  stage  and  if  it  is  possible,  is  treatment 
at  that  stage  effective.  It  is  very  difficult  to  answer  these  questions. 
Meningococci  may  be  found  in  the  blood  in  a  certain  proportion  of 
cases  of  meningitis.  They  disappear  rapidly  shortly  after  the  time 
of  their  localization  in  the  meninges.  They  disappear  whether  anti- 
meningococcus  serum  is  used  or  not  for  it  is  very  difficult,  usually 
impossible,  to  cultivate  them  from  the  blood  even  in  untreated  cases 
after  the  meningitis  has  lasted  several  days.    It  is  very  likely,  indeed 


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164  KENNETH  D.  BLACKPAN 

most  probable,  that  meningococci  often  find  their  way  into  the  blood 
and  are  there  destroyed  and  never  become  localized  in  the  meninges. 
In  these  circumstances  the  illness  would  be  passed  over  as  a  febrile 
reaction  of  undiscoverable  origin.  If  blood  cultures  were  made  from 
such  cases,  as  might  be  done  in  the  midst  of  an  epidemic  in  an  army 
or  navy,  meningococci  discovered  and  some  form  of  therapy  insti- 
tuted, favorable  results  might  be  ascribed  to  this  form  of  therapy 
which  were  hot  merited,  in  the  same  way  that  favorable  results  might 
be  ascribed  to  some  form  of  therapy  in  abortive  cases  of  poliomy- 
elitis. Furthermore  there  are  certain  cases  of  meningococcus  sepsis 
in  which  meningeal  localization  never  occurs.  They  run  their  course, 
recovery  often  taking  place,  uninfluenced  by  treatment. 

Intravenous  serum  therapy 

As  a  result  of  many  studies  during  the  recent  war  intravenous  serum 
therapy  has  been  warmly  recommended  by  some  authors  or  believed 
to  be  indicated  by  others.  These  authors  are  Herrick,  Baeslack, 
Worster-Drought  and  Kennedy,  Golden,  Loch  and  Hebert,  Hayden 
and  others.  It  is  maintained  that  the  serum  should  be  given  intra- 
venously in  large  doses  to  overwhelm  the  infection  within  the  first 
twelve  to  twenty-four  hours  before  the  localization  of  the  organism 
in  the  meninges.  When  meningitis  has  been  established  it  is  recom- 
mended that  the  combination  of  serum  both  intravenously  and 
intraspinously  with  repeated  spinal  punctures  should  be  carried  out. 
The  routine  method  outlined  by  Herrick  is  as  follows:  On  admission 
a  patient  presenting  the  early  symptoms  of  meningococcus  meningi- 
tis is  subjected  to  lumbar  puncture.  If  the  spinal  fluid  is  cloudy, 
enough  is  removed  to  reduce  the  intraspinal  pressure  to  an  approxi- 
mate normal  and  a  less  amount  of  serum  is  at  once  allowed  to  run 
into  the  spinal  canal.  If  the  spinal  fluid  is  clear,  no  intraspinal  in- 
jection is  made.  The  fluid  is  immediately  examined.  Meanwhile 
the  patient  receives  a  desensitizing  dose  of  serum.  One  hour  later 
SO  to  120  cc.  of  serum  are  administered  by  vein,  the  first  15  cc.  at  the 
rate  of  1  cc.  per  minute.  Large  glass  syringes  are  used  for  this,  as 
the  flow  is  easily  controlled  and  a  cumbersome  arrangement  of  tubes 
and  stopcocks  is  not  necessary.  In  a  case  of  ordinary  severity  this 
intravenous  dose  is  repeated  every  twelve  hours  until  the  tempera- 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  165 

ture  becomes  normal,  or  until  six  or  eight  injections  have  been  given. 
In  severe  cases  the  serum  is  repeated  every  eight  hours.  If  meningitis 
is  present  or  if  it  subsequently  develops,  intraspinous  injections  of 
serum  are  given  and  repeated  once  in  twenty-four  hours  until  the 
organisms  disappear  from  the  spinal  fluid  and  lymphocytes  make 
their  appearance  in  numbers.  In  Herrick's  experience  with  large 
intravenous  injections  of  serum  combined  with  intraspinous  treatment 
meningococci  disappear  from  the  cerebrospinal  fluid  more  rapidly 
than  when  intraspinous  therapy  alone  is  employed.  Herrick  believes 
that  when  antibodies  are  present  in  the  blood  stream  removal  of 
cerebrospinal  fluid  allows  the  passage  of  antibodies  from  the  blood 
stream  into  the  subarachnoid  space.  He  states  that  he  has  seen  no 
ill  effects  from  these  large  amounts  of  serum  intravenously.  In  129 
cases  treated  by  Herrick  by  intraspinous  method  alone  or  with  small 
doses  of  serum  intravenously  the  mortality  was  37  per  cent.  In 
79  cases  treated  with  large  amounts  of  serum  intravenously  and 
average  amounts  intraspinously  it  was  16.4  per  cent.  In  138  cases 
reported  by  Golden  the  mortality  was  21  per  cent.  It  cannot  be 
denied  that  the  intravenous  injection  of  serum  is  a  logical  procedure 
when  the  disease  is  recognized  during  the  premeningitic  stage  of  the 
disease,  which  is  infrequently  the  case.  The  diagnosis  at  this  stage 
of  the  disease  is  difficult  to  make  and  except  in  the  midst  of  epidemics 
the  vast  majority  of  the  cases  are  not  recognized  before  the  develop- 
ment of  the  meningeal  symptoms.  After  this  there  is  usually  no 
bacteriemia.  It  is  contended  that  the  course  of  the  disease  is  short- 
ened and  the  mortality  is  reduced  by  the  combined  intravenous  and 
intraspinous  method  of  treatment.  Whether  this  is  so  only  in  cases 
of  meningitis  with  an  associated  blood  infection  or  applies  as  well  to 
cases  of  meningitis  without  organisms  cannot  be  proven  until  more 
data  become  available.  The  great  variation  in  the  mortality  during 
an  epidemic  in  cases  treated  by  the  same  methods  makes  one  regard 
the  statistics  relating  to  the  intravenous  use  of  serum  conservatively 
(chart  1). 

Although  Herrick  states  that  he  has  seen  no  ill  effects  from  the 
use  of  large  doses  of  serum  intravenously,  other  clinicians  have  not 
had  such  good  fortune.  Golden  found  that  the  intravenous  injec- 
tion of  20  to  40  cc.  were  usually  followed  by  more  or  less  shock  with 


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166  KENNETH  D.   BLACKTAN 

failure  of  the  pulse  and  respiration  lasting  about  fifteen  minutes, 
followed  by  chill  and  fever.  The  French  clinicians,  Sainton,  Netter 
and  Brules,  while  recognizing  the  theoretical  advantage  of  intrave- 
nous serum,  consider  it  a  dangerous  procedure  and  advise  the  use  of 
intramuscular  and  subcutaneous  injections.  Although  many  writers 
refer  to  the  reaction  from  the  intravenous  injection  of  serum, no  fatal- 


Chart  I. 

Very  Severe  Case.    Death  on  Fifth  Day  in  Spite  op  Intraspinous  and  Intra- 
venous Treatment 

ities  have  been  recorded.  I  have  seen  two  children  whose  death 
was  apparently  hastened  by  its  use  and  for  that  reason  I  am  inclined 
not  to  use  serum  intravenously  except  in  specifically  indicated  in- 
stances. Intravenous  serum  therapy  in  meningococcemia  alone  or 
in  those  cases  of  meningitis  in  which  the  meningococcus  persists  or 
reappears  in  the  blood  stream  is  a  rational  and  highly  advisable 
procedure.    A  special  serum  freshly  prepared  and  free  from  sediment 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  167 

and  preservative  should,  however,  be  prepared  for  intravenous  use. 
Too  great  care  cannot  be  taken  in  properly  desensitizing  the  patient 
when  serum  is  to  be  administered  intravenously. 

The  question  has  recently  been  raised  as  to  whether  a  preliminary 
lumbar  puncture  should  be  made  in  all  cases  where  meningitis  is 
suspected  on  account  of  the  danger  of  producing  a  meningitis  if  there 
be  an  associated  septicemia.  Weed  and  his  co-workers  found  that 
in  animals  the  removal  of  cerebrospinal  fluid  during  an  artificial 
septicemia  was  followed  by  a  localization  of  the  infection  in  the  men- 
inges. Wegef  orth  and  Latham  report  that  the  cerebrospinal  fluid  was 
normal  in  55  out  of  93  patients  in  whom  meningitis  was  suspected 
and  in  whom  lumbar  puncture  was  done.  Six  of  these  patients  at 
the  time  of  puncture  gave  as  positive  blood  culture  and  5  of  them 
subsequently  developed  meningitis.  They  are  of  the  opinion  that 
the  logical  procedure  is  to  treat  the  blood  infection  and  to  avoid 
spinal  puncture  until  signs  of  involvement  of  the  meninges  is  evident. 
The  experimental  work  of  Flexner  and  Amoss,  Austrian  and  others 
also  shows  that  the  introduction  of  a  foreign  serum  favors  the  locali- 
zation of  the  blood  infection  in  the  meninges.  This  question  is  one 
of  practical  clinical  importance  in  the  treatment  of  meningococcus 
meningitis.  It  seems  imperative  until  we  have  a  better  means  of 
recognizing  meningococcus  sepsis  and  an  entirely  accurate  method 
beside  lumbar  puncture  of  excluding  meningitis  not  to  delay  early 
lumbar  puncture  so  that  if  meningitis  is  present  patients  may  receive 
the  benefit  of  serum  at  the  earliest  possible  treatment. 

Lumbar  puncture  in  relation  to  the  treatment  of  meningitis 

Although  the  credit  of  perfecting  the  technique  of  lumbar  puncture 
and  of  introducing  it  as  a  method  for  use  in  clinical  medicine  belongs 
to  Quincke,  the  procedure  was  first  employed  by  Corning  in  1885 
who  injected  various  drugs  into  the  lumbar  subarachnoid  space  to 
induce  spinal  anesthesia.  Wynter  in  1889  also  performed  lumbar 
puncture  to  relieve  the  cerebrospinal  pressure  in  patients  with  tuber- 
culous meningitis.  The  first  patient  on  whom  Quincke  performed 
lumbar  puncture  was  suffering  from  hydrocephalus  which  had 
resulted  from  meningococcus  meningitis.  Since  his  admirable  and 
complete  study,  lumbar  puncture  has  been  adopted  generally  in  the 


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168  KENNETH  D.  BLACKPAN 

study  and  treatment  of  disease  of  the  central  nervous  system.  Punc- 
ture of  the  subarachnoid  space  is  generally  performed  in  the  lum- 
bar region  as  here  the  spinous  processes  are  short  and  widely  sepa- 
rated. The  subarachnoid  space  is  more  spacious  at  this  point  than  at 
the  upper  part  of  the  spinal  canal  and  there  is  no  danger  of  injury 
to  the  cord.  The  site  of  election  is  between  the  fourth  and  fifth  lum- 
bar vertebrae,  or  on  a  level  connecting  the  highest  points  of  the  iliac 
crests.  At  this  point  the  subarchnoid  space  is  entered  below  the 
conus  medullaris  through  the  comparatively  thin  layer  of  lumbar 
muscles.  Punctures  at  other  levels  while  less  desirable  may  be 
made  as  high  as  the  eleventh  or  twelfth  thoracic  vertebra  or  at  the 
lumbosacral  interspace  below.  Above  the  level  of  the  eleventh  inter- 
space lumbar  puncture  is  seldom  successful,  it  may  indeed  be  danger- 
ous. Lusk  found  above  this  point  that  the  posterior  subarachnoid 
space  was  frequently  obliterated  by  adhesions  even  in  normal  persons 
and  that  in  this  situation  fluid  could  not  be  obtained  unless  the  cord 
were  perforated  and  the  anterior  subarachnoid  space  entered.  From 
the  time  when  Wynter  in  1889  made  a  small  incision  along  the  spine 
of  the  second  lumbar  vertebra  and  introduced  a  Southey  tube  and 
trocar  into  the  subarachnoid  space  many  forms  of  apparatus,  many 
of  them  elaborate,  have  been  devised  for  this  procedure.  Simple 
instruments  are  entirely  satisfactory.  The  needles  measure  from  3 
to  10  cm.  in  length  and  from  0.8  to  1.6  mm.  in  diameter.  They 
should  be  stiff  but  allow  of  a  certain  amount  of  flexibility.  It  should 
be  possible  readily  to  withdraw  the  stylet  from  the  needle.  The  stylet 
should  be  beveled  and  flush  with  the  end  of  the  needle.  The  needle 
should  have  a  short  bevel  and  should  be  sharp  so  as  to  pass  readily 
through  the  dura  and  not  push  it  in  front  of  it  and  thus  prevent  the 
flow  of  cerebrospinal  fluid.  Strict  surgical  asepsis  is  imperative. 
The  needle  and  other  apparatus  should  be  boiled  and  the  site  of 
the  puncture  properly  prepared  according  to  the  usual  surgical 
methods.  Great  care  should  be  taken  to  avoid  secondary  infection. 
Lumbar  puncture  may  be  performed  in  either  the  upright  or 
recumbent  posture  but  in  meningitis  it  is  always  the  conservative 
plan  to  perform  the  operation  in  the  recumbent  posture.  It  is  diffi- 
cult to  maintain  patients  in  the  upright  position  for  as  long  a  time 
as  is  necessary  and  there  is  greater  danger  from  collapse.    It  is  more 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  169 

convenient  to  puncture  adults  in  bed.  Infants  and  children  may  be 
moved  to  a  firm  table  or  surgeon's  carriage.  The  patient  is  moved 
to  the  edge  of  the  bed  or  table  on  either  side  with  the  buttocks  at 
the  edge;  the  knees  are  flexed  on  the  abdomen  and  the  head  and  neck 
are  bended  forward  so  that  the  whole  spine  is  flexed  to  its  fullest 
extent.  The  patient  must  be  maintained  in  the  required  position 
quietly  and  without  struggling.  As  the  position  is  a  matter  of  the 
greatest  importance  ih  facilitating  the  operation,  a  competent  assis- 
tant is  necessary.  Carelessness  on  the  part  of  the  assistant  in  main- 
taining the  patient  in  the  proper  position  is  the  cause  of  more  unsuc- 
cessful punctures  than  is  lack  of  skill  on  the  part  of  the  operator. 
With  the  patient  in  the  proper  position,  the  lateral  or  the  median 
route  may  be  selected  to  enter  the  subarachnoid  space.  In  either 
route  the  anatomical  landmarks  are  the  same.  The  puncture  should 
be  made  between  the  fourth  and  fifth  lumbar  vertebrae  at  a  point 
about  on  a  line  drawn  between  the  iliac  crests.  The  spinous  process 
of  the  fourth  lumbar  vertebra  is  located  and  the  needle  is  inserted 
into  the  interspinous  space  next  below  this.  In  the  median  route 
the  needle  is  inserted  directly  through  the  interspinous  ligament  and 
dura-mater.  The  depth  of  the  puncture  varies  from  1  inch  in  chil- 
dren to  3  inches  in  adults.  With  experience  a  sense  of  touch  is  de- 
veloped which  indicates  that  the  subarachnoid  space  has  been  entered. 
The  median  method  is  preferred  with  children.  Many  clinicians 
prefer  the  lateral  method  in  adults  as  the  firm  interspinous  ligament 
is  avoided  and  nothing  except  soft  tissues  are  met  until  the  ligamentum 
subflavum  is  reached.  The  technique  for  this  method  given  by  Foster 
and  Gaskell  is  as  follows:  The  needle  is  held  with  the  butt  resting  in 
the  hollow  of  the  palm,  the  shank  steadied  by  the  forefinger  and  thumb. 
A  point  is  then  selected  mid-way  between  the  fourth  and  fifth  lum- 
bar spines,  £  inch  laterally  to  the  middle  line,  and  preferably  on  the 
dependent  side.  The  skin  is  steadied  by  the  forefinger  and  thumb  of 
the  left  hand.  The  needle  is  pushed  toward  the  middle  line,  forwards 
and  slightly  upwards.  Should  the  needle  impinge  upon  the  bone,  it 
must  be  slightly  withdrawn  and  the  point  directed  lower  down.  If 
no  bone  is  encountered,  the  point  of  the  needle  is  felt  to  pass  through 
the  ligamentum  subflavum,  which  gives  the  sensation  of  piercing 
gristle,  and  then  through  the  dura  mater.    The  piercing  of  the  dura 


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170  KENNETH  D.  BLACKFAN 

mater  has  an  entirely  different  feel,  which  has  been  described  as 
being  like  passing  a  knitting  needle  through  sacking.  When  the 
dura  mater  has  been  pierced,  the  needle  can  be  felt  free  in  the  sub- 
arachnoid space.  In  either  method  the  needle  should  not  be  pushed 
farther  after  it  has  pierced  the  dura  mater,  otherwise  it  may  reach 
the  body  of  a  vertebra  and  injure  one  of  the  anterior  longitudinal 
veins.  Blood  is  then  obtained.  This  is  a  much  more  frequent  occur- 
rence in  children  than  in  adults.  Having  entered  the  subarachnoid 
space,  the  stylet  is  removed  and  the  cerebrospinal  fluid  is  permitted 
to  flow.  The  stylet  should  never  be  withdrawn  completely  until 
after  a  few  drops  of  fluid  have  escaped  so  as  to  permit  the  cerebro- 
spinal pressure  to  be  lowered  gradually  rather  than  rapidly.  After 
the  first  few  drops  the  fluid  for  examination  is  collected  in  a  sterile 
test  tube.  The  amount  of  fluid  withdrawn  is  determined  by  the 
rate  of  flow  and  the  general  reaction  of  the  patient.  Usually  when 
the  flow  reaches  a  rate  of  one  drop  to  every  three  seconds  it  indicates 
that  about  a  sufficient  amount  has  been  withdrawn.  The  patient 
should  be  observed  most  carefully  during  this  procedure.  Headache, 
alteration  in  pulse  and  respiration  are  warnings  that  further  amounts 
of  fluid  should  not  be  withdrawn.  Although  Sophian  has  shown  that 
the  evacuation  of  cerebrospinal  fluid  in  very  large  amount  has  but 
little  effect  on  the  blood  pressure,  I  do  not  believe  it  is  a  wise  procedure 
to  withdraw  the  fluid  completely.  I  have  seen  a  number  of 
patients  suffer  severe  collapse  by  withdrawing  too  completely  the 
fluid  from  the  subarachnoid  space.  Manometers  have  been  devised 
by  Quincke,  Kroenig,  Crohn  and  others  to  indicate  the  sudden  fall 
in  cerebrospinal  pressure  but  these  are  unnecessary  if  the  pulse  and 
respirations  are  watched  and  the  fluid  allowed  to  escape  slowly  and 
to  run  until  it  has  reached  the  normal  rate. 

Lumbar  puncture  as  a  rule  is  a  comparatively  easy  procedure  but 
even  in  the  hands  of  those  who  have  developed  a  considerable  degree 
of  skill  unsuccessful  punctures  occur  not  very  infrequently,  especially 
in  infants  and  young  children.  The  most  common  causes  of  failure 
to  obtain  fluid  are  that  the  needle  has  not  been  within  the  subarach- 
noid space,  that  it  has  not  penetrated  the  dura  or  that  it  has  been 
obstructed  by  a  nerve.  Rotating  the  needle  or  moving  the  needle 
slightly  backwards  or  forward,  reinserting  and  withdrawing  the 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  171 

trocar  often  are  followed  by  a  free  flow  of  fluid.  Sometimes  the 
fluid  may  be  so  thick  that  it  cannot  flow  through  the  needle.  In 
such  cases  it  may  be  impossible  to  obtain  even  a  few  drops  of  fluid. 
Small  particles  of  exudate  may  obstruct  the  lumen.  Reinserting 
the  trocar  or  moderate  suction  by  a  syringe  may  obviate  these  diffi- 
culties. Blood  in  the  spinal  fluid  may  be  due  to  the  puncture  of  a 
small  blood  vessel  in  the  subcutaneous  tissue,  or  an  injury  to  a 
branch  of  the  venous  plexus  in  the  spinal  cavity.  Blood  appearing 
toward  the  end  of  the  collection  of  cerebrospinal  fluid  may  mean 
that  there  has  been  a  rupture  of  the  capillaries  within  the  subarach- 
noid space  as  the  result  of  the  relief  of  pressure.  In  exceptionally 
fulminating  cases  the  cerebrospinal  fluid  is  sometimes  hemorrhagic. 

A  successful  puncture  in  nearly  all  cases  is  possible  but  many  times 
it  requires  great  perseverance.  It  is  questionable  whether  one  should 
speak  of  a  so  called  "dry  tap."  I  have  never  seen  but  one  instance 
in  which  fluid  could  not  be  obtained  and  that  was  in  a  patient  with 
a  congenital  obstructive  hydrocephalus  from  whom  a  meningocele 
had  been  removed.  Even  in  obstructive  hydrocephalus  a  certain 
amount  of  cerebrospinal  fluid  can  be  obtained. 

As  mentioned  above,  too  rapid  lowering  of  the  cerebrospinal  pres- 
sure seldom  produces  symptoms  of  shock  or  collapse:  Incontinence 
of  urine  and  feces,  sharp  pains  along  the  thighs,  headache,  pain  and 
weakness  in  the  back,  etc.,  sometimes  follow  the  procedure  but  they 
are  usually  temporary.  As  in  the  case  of  lumbar  puncture  for  spinal 
anesthesia,  temporary  paralysis  of  the  bladder  and  anus  and  even 
paraplegias  have  been  described  following  lumbar  puncture  and  the 
introduction  of  serum.  It  is  difficult  in  meningitis  to  account  for 
these  sequelae  entirely  as  the  result  of  lumbar  puncture.  The  dan- 
gers from  lumbar  puncture  itself  are  remote  and  for  the  most  part 
with  proper  precautions  may  be  disregarded. 

As  it  is  necessary  during  the  course  of  the  disease  to  make  repeated 
punctures  from  day  to  day  and  often  over  a  long  period  of  time,  the 
interspace  entered  should  be  varied  from  one  puncture  to  another 
and  every  precaution  taken  to  prevent  secondary  infection.  With 
sterile  technique  the  skin  wounds  seldom  become  infected. 

The  question  of  anesthesia  during  lumbar  puncture  has  received 
considerable  attention  both  in  this  country  and  in  Europe.    Some 


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172  KENNETH  D.  BLACKFAN 

authorities  regard  a  general  anesthesia  as  unnecessary  while  others 
advise  either  the  use  of  a  local  or  general  anesthesia  in  all  cases. 
Sophian  regards  general  anesthesia  as  dangerous  while  Horder,  Robb 
and  others  recommend  its  use  in  all  cases  unless  the  patient  is  uncon- 
scious or  it  is  definitely  contraindicated.  A  general  anesthesia  is  to 
be  preferred  to  local  anesthesia  as  the  discomfort  of  inserting  the 
lumbar  puncture  needle  as  a  rule  is  no  greater  than  is  that  from  the 
needle  puncture  used  to  inject  the  local  anesthetic.  The  chief  argu- 
ment against  a  general  anesthesia  is  that  it  further  increases  the 
dangers  from  the  disease  and  as  the  discomfort  from  puncture  is  not 
excessive  it  is  unwarranted  with  a  procedure  no  more  painful  than 
lumbar  puncture.  With  a  patient  who  is  delirious  and  struggling 
it  is  necessary,  otherwise  it  would  be  impossible  to  keep  the  patient 
quiet  and  in  position  long  enough  to  carry  out  the  necessary  treatment. 
Anesthesia  may  also  be  advantageously  used  with  some  patients  who 
have  to  be  repeatedly  punctured  on  account  of  the  fear  of  the  opera- 
tion. Anesthesia  affords  a  sufficient  amount  of  mental  and  physical 
relief  to  some  adults  to  warrant  its  use  but  as  a  general  rule  the  opera- 
tion is  accompanied  by  so  little  pain  that  it  is  not  necessary.  It  is 
seldom  necessary  in  infants  and  young  children.  Ether  is  probably 
the  best  and  safest  anesthetic  to  use. 

The  inlraspinous  administration  of  serum  in  meningitis 

The  successful  treatment  of  meningococcus  meningitis  depends  upon 
the  early  recognition  of  the  disease  and  upon  the  early  and  efficient 
administration  of  antimeningococcus  serum.  It  is  essential  that  the 
serum  should  be  of  high  potency  and  contain  antibodies  specific 
for  the  causative  type  of  organism;  that  it  be  maintained  within  the 
cerebrospinal  system  at  high  concentration  and  in  direct  contact 
with  the  meningococci.  Free  drainage  should  be  obtained  from  time 
to  time  by  spinal  puncture.  There  are  also  certain  general  and  sympto- 
matic measures  that  must  be  carried  out  in  addition  to  the  specific 
serum  treatment. 

Action  of  the  serum 

The  chief  action  of  the  serum  is  doubtless  due  to  bacteriolysins 
which  destroy  the  organisms  and  in  part  also  to  those  substances  which 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  173 

promote  phagocytosis.  For  these  reasons  it  cannot  be  too  much 
emphasized  that  the  serum  used  in  the  treatment  of  a  given  case  of 
meningococcus  meningitis  must  contain  antibodies  specific  against 
the  infecting  strain  of  meningococcus.  By  examination  of  the  cere- 
brospinal fluid  in  the  course  of  treatment  it  is  appreciated  that  the 
direct  action  of  antimeningococcus  serum  is  on  the  meningococci. 
These  become  reduced  in  number  and  become  altered  in  size  and 
staining  property.  They  are  more  readily  taken  up  by  leucocytes 
and  their  growth  is  inhibited.  The  toxic  products  liberated  by  the 
death  of  meningococci  are  perhaps  neutralized  by  the  antiendotoxin 
in  the  serum  if  such  a  substance  be  found  in  the  serum.  The  extra- 
cellular organisms  diminish  rapidly  so  that  after  the  first  or  •  second 
injection  of  serum  they  are  almost  all  intracellular,  gradually  they 
disappear  altogether  from  stained  smears.  The  viability  of  the  or- 
ganism also  diminishes  so  that  it  is  impossible  to  cultivate  them. 
Sometimes  even  when  seen  in  smears,  they  fail  to  grow  on  culture 
media.  Levy  has  shown  that  the  meningococcus  disappeared  from 
the  cerebrospinal  fluid  in  114  cases  after  the  intraspinous  injection 
of  serum  as  follows:  After  the  first  injection  of  serum  it  disappeared 
in  18  cases,  in  33  after  the  second  injection,  in  35  after  the  third  in- 
jection, in  14  after  the  fourth  injection,  in  9  after  the  fifth  injection, 
in  4  after  the  sixth  injection  and  in  1  after  the  eleventh  injection.  I 
found  that  in  the  majority  of  cases  the  meningococci  disappeared 
after  five  injections  of  serum.  In  the  following  summary  the  num- 
ber of  injections  of  serum  required  to  destroy  the  meningococcus  as 
shown  by  culture  and  smears: 

In  5  cases  the  organism  disappeared  after  1  injection 
In  4  cases  the  organism  disappeared  after  2  injections 
In  7  cases  the  organism  disappeared  after  3  injections 
In  4  cases  the  organism  disappeared  after  4  injections 
In  9  cases  the  organism  disappeared  after  5  injections 
In  2  cases  the  organism  disappeared  after  6  injections 
In  1  case  the  organism  disappeared  after  7  injections 
In  1  case  the  organism  disappeared  after  9  injections 

As  the  result  of  the  reduction  in  number  and  the  disintegration  of 
the  meningococci  and  the  diminution  in  the  number  of  leucocytes, 
the  turbid  or  purulent  cerebrospinal  fluid  gradually  becomes  clear. 


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174  KENNETH  D.  BIACKFAN 

But  aseptic  meningitis  which  may  be  caused  by  the  introduction  of  a 
foreign  serum  may  be  sufficient  to  cause  a  certain  amount  of  turbidity 
in  the  fluid  until  treatment  is  discontinued.  The  polymorphonuclear 
cells  are  finally  replaced  by  mononuclear  cells  at  first  in  increased 
number  and  eventually  these  are  reduced  within  normal  limits.  At 
the  same  time  the  globulin  content  in  the  cerebrospinal  fluid  and  the 
amount  of  cerebrospinal  fluid  diminishes  progressively  from  day  to 
day.  The  fluid  in  cases  recovering  from  cerebrospinal  meningitis 
may  closely  simulate,  with  the  exception  of  the  presence  of  bacilli, 
that  found  in  tuberculous  meningitis.  It  may  be  increased  in  amount 
and  clear  but  may  contain  an  excess  of  mononuclear  cells  and  globu- 
lin and*  may  even  form  a  film  on  standing.  It  may  require  days  or 
even  weeks  before  the  fluid  becomes  normal.  Besides  acting  directly 
on  and  destroying  meningococci  and  neutralizing  the  endotoxins 
liberated,  antimeningococcus  serum  undoubtedly  hastens  the  solu- 
tion of  the  exudate. 

Antimeningococcus  serum  should  be  injected  directly  into  the 
subarachnoid  space.  The  subcutaneous  and  intramuscular  injec- 
tion of  serum  in  meningitis  is  valueless.  Previous  to  the  introduction 
of  the  gravity  method  by  Heiman  in  1908,  serum  was  introduced  into 
the  meningeal  spaces  by  means  of  a  syringe.  After  the  cerebrospinal 
fluid  was  withdrawn  the  syringe  was  attached  to  the  lumbar  punc- 
ture needle  and  the  serum  injected  slowly  and  with  very  little  pres- 
sure. The  gravity  method  is  the  one  of  choice,  however,  as  the  serum 
runs  in  slowly  and  at  a  regular  rate  with  no  sudden  and  pronounced 
increase  in  intracranial  pressure.  The  cerebrospinal  pressure  may  be 
directly  controlled  by  raising  or  lowering  the  level  of  the  fluid  in  the 
gravity  apparatus.  Elaborate  equipments  for  the  introduction  of 
serum  by  this  method  may  be  obtained  but  for  practical  purposes 
it  is  only  necessary  to  have  a  graduated  funnel  with  rubber  tubing 
which  is  connected  with  the  lumbar  puncture  needle  by  a  close  fit- 
ting metal  attachment.  After  the  cerebrospinal  fluid  has  been  with- 
drawn the  attachment  is  made  and  the  serum,  which  has  been  warmed 
to  body  temperature,  is  allowed  to  run  from  the  graduated  cylinder 
into  the  subarachnoid  space,  care  being  taken  that  all  air  has  been 
expelled  from  the  tubing.  The  rapidity  of  flow  is  regulated  by  raising 
or  lowering  the  funnel. 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  175 

Symptoms  caused  by  the  injection  of  serum 

The  injection  of  serum  invariably  causes  severe,  often  agonizing 
cramp-like  pains  which  radiate  down  the  back  of  the  legs,  to  the 
epigastrium  or  up  the  back.  These  pains  usually  begin  as  soon  as 
the  serum  flows  in  and  are  due  to  the  sudden  rise  in  pressure  and  stimu- 
lation of  the  nerve  roots.  They  can  be  lessened  somewhat  by  allowing 
the  serum  to  run  in  at  first  very  gradually.  Serum  warmed  to  body 
temperature  before  injection  causes  less  pain  than  when  it  is  cold. 
The  pains  disappear  shortly  after  the  cessation  of  the  injection  and 
often  before  it  is  terminated.  After  the  serum  has  been  injected 
the  stylet  should  be  replaced  and  the  needle  left  in  place.  By  follow- 
ing this  routine  procedure  the  cerebrospinal  pressure  can  be  quickly 
lowered  if  any  serious  disturbances  develop  from  the  injection.  After 
a  few  minutes  the  needle  is  withdrawn  and  the  wound  closed  with  a 
sterile  dressing.  It  is  advised  that  the  foot  of  the  bed  be  elevated 
in  order  to  facilitate  the  flow  of  serum  to  the  cerebrum  and  that  the 
patient  lie  on  his  face  so  that  the  serum  will  be  directed  to  the  region 
of  the  optic  chiasm.  As  it  has  been  shown  that  dyes  when  injected 
into  the  lumbar  subarachnoid  space  pass  upward  within  a  few  minutes 
and  are  quickly  distributed  over  the  brain,  these  measures  are  not 
absolutely  necessary. 

Sophian  in  observations  on  patients  and  Carter  in  experiments 
on  dogs  have  shown  that  the  symptoms  of  collapse  which  fortunately 
are  not  frequently  met  with  are  due  to  a  sudden  increase  of  intra- 
cranial pressure  and  a  resulting  depression  of  the  respiratory  center. 
This  sudden  increase  results  from  a  too  great  pressure  used  in  the 
injection  of  the  serum,  too  rapid  an  injection  or  too  large  a  quantity 
of  fluid  injected  at  one  time.  The  first  sign  of  danger  is  an  altera- 
tion in  respiration,  the  breathing  becoming  slow,  shallow  and  irregu- 
lar. Respiration  may  suddenly  cease.  Dilatation  of  the  pupils 
and  incontinence  of  urine  and  feces  also  occur.  The  heart  continues 
to  beat  for  a  long  time.  In  one  of  my  patients  to  whom  serum 
was  being  given  by  the  syringe  method  the  respiration  ceased  but 
the  heart's  action  continued  actively  for  over  an  hour.  Lowering 
the  intracranial  pressure  by  removing  some  of  the  serum  that  had  been 
injected  and  active  respiratory  stimulation  were  unavailing.  Sophian 


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176  KENNETH  D.  BLACKFAN 

recommends  that  the  injection  of  serum  should  be  controlled  by 
blood  pressure  readings  and  that  a  drop  of  20  mm.  of  mercury  in  the 
blood  pressure  of  an  adult  is  a  contraindication  to  the  further  injection 
of  serum.  This  procedure  may  advantageously  be  used  in  adults 
but  with  children  in  whom  blood  pressure  determinations  at  best  are 
variable,  it  is  unsatisfactory.  By  the  use  of  the  gravity  method, 
allowing  ten  to  twenty  minutes  for  the  serum  to  run  into  the  cerebro- 
spinal space,  alternately  raising  and  lowering  the  funnel  so  that  the 
flow  of  serum  is  carefully  regulated  and  watching  the  patient  closely 
for  signs  of  impending  relapse,  the  dangers  of  intraspinous  treatment 
are  materially  lessened.  Should  signs  of  collapse  appear,  the  injection 
should  be  stopped  at  once,  the  apparatus  disconnected  and  the  serum 
allowed  to  drain  out.  Artificial  respiration  should  be  started  and 
atropine  and  adrenalin  should  be  injected  in  full  doses.  In  animals 
Carter  showed  that  the  symptoms  could  be  relieved  immediately  by 
the  injection  of  cocaine. 

Dosage  of  serum 

Inasmuch  as  the  serum  acts  directly  on  meningococci,  the  impor- 
tant indication  is  to  inject  as  much  serum  as  is  consistent  with  safety. 
As  there  is  no  standard  measurement  of  activity  of  the  serum  and -as 
it  is  ndt  known  accurately  how  much  serum  is  necessary  to  destroy 
the  organisms  and  neutralize  their  effects,  the  dose  is  measured  by 
volume.  The  chief  objects  of  the  intraspinous  treatment  are  to 
relieve  the  intracranial  pressure,  to  remove  the  infectious  cerebrospinal 
fluid  and  to  inject  the  bactericidal  serum  so  that  it  comes  into  direct 
contact  with  the  meningococci.  It  is  the  custom  of  nearly  all  clini- 
cians to  inject  a  smaller  amount  than  the  quantity  of  cerebrospinal 
fluid  withdrawn.  If  45  cc.  of  cerebrospinal  fluid  are  withdrawn, 
it  has  been  regarded  as  safe  to  inject  30  cc.  of  serum.  In  this  way 
it  is  thought  that  there  is  no  danger  of  increasing  unduly  the  intra- 
cranial pressure.  While  in  general  this  is  a  relatively  safe  rule  to 
follow,  it  cannot  be  sufficiently  emphasized  that  the  injection  must 
be  made  slowly  and  even  when  these  precautions  are  observed, 
patients  are  occasionly  met  with  in  whom  alarming  symptoms  result 
from  the  introduction  of  even  small  amounts  of  serum.  As  the  result 
of  Sophian's  experience  in  controlling  the  dosage  of  serum  by  blood 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  177 

pressure  readings  together  with  the  clinical  experience  of  many  other 
observers,  the  following  arbitrary  standard  of  dosage  according  to 
the  age  of  the  patient  may  be  generally  considered  safe: 

1  to   5  years 5tol5cc. 

5  to  10  years 10  to  20  cc. 

10  to  20  years 20  to  30  cc. 

20+  years 30+  cc. 

However,  it  should  be  borne  in  mind  that  the  dosage  varies  with  each 
individual  patient  and  that  the  volume  of  serum  introduced  should 
never  be  greater  or  as  great  as  the  amount  of  cerebrospinal  fluid 
withdrawn.  It  is  far  better  to  inject  an  inadequate  amount  of  serum 
and  repeat  the  injection  with  no  harm  to  the  patient  than  to  inject 
a  larger  dose  with  serious  consequences. 

In  patients  with  thick  plastic  exudates  and  in  those  in  whom  only 
a  few  drops  of  cerebrospinal  fluid  can  be  obtained,  the  injection  of 
small  amounts  of  serum  at  frequent  intervals,  even  under  a  certain 
amount  of  pressure,  is  compulsory  for  in  no  other  way  is  it  possible 
to  introduce  the  serum  and  the  danger  of  introducing  serum  in  this 
way  is  less  than  allowing  the  patient  to  go  untreated.  In  patients 
with  a  very  thick  cerebrospinal  fluid  which  will  not  flow  through  the 
needle,  two  needles  may  be  inserted  at  different  levels  and  the  canal 
irrigated  with  sterile  salt  solution.  This  sometimes  sufficiently 
dilutes  the  cerebrospinal  fluid  as  to  allow  it  to  flow  and  so  permits 
the  injection  of  larger  doses.  But  even  if  free  drainage  can  be  estab- 
lished by  repeated  intraspinal  injections  the  process  is  time  consuming 
and  irremediable  damage,  such  as  obliteration  of  the  foramina  between 
the  ventricles  and  the  cerebrospinal  space,  may  be  done  in  the  mean- 
time. Moreover,  a  very  thick  exudate  means  a  very  severe  inflam- 
matory process,  the  presence  of  a  very  large  number  of  organisms 
and  an  urgent  demand  for  early  and  intensive  treatment.  Intra- 
ventricular treatment  is  under  these  circumstances  clearly  indicated. 
The  method  of  accomplishing  this  will  be  described  subsequently. 

An  instructive  example  of  what  may  be  accomplished  under  such 
conditions  are  afforded  by  the  following  case: 

The  patient,  three  months  of  age,  was  admitted  to  the  Harriet  Lane  Home 
on  the  third  day  of  the  disease,  with  a  history  of  vomiting,  fever,  restless- 


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178  KENNETH  D.  BLACKFAN 

ness  and  convulsions.  On  physical  examination  there  were  the  character- 
istic signs  of  acute  meningitis  and  several  small  petechiae  on  the  face.  The 
temperature  was  101.6°.  As  no  cerebrospinal  fluid  could  be  obtained  by 
lumbar  puncture,  a  ventricular  puncture  was  immediately  done.  The 
cerebrospinal  fluid  was  cloudy  and  contained  many  polymorphonuclear 
leucocytes  and  numerous  intra-  and  extra-cellular  Gram-negative  diplo- 
cocci.  The  meningococcus  was  grown  in  culture.  The  blood  culture  was 
negative.  Twenty  cubic  centimeters  of  serum  were  injected  into  the  ven- 
tricle at  once.  Twelve  hours  later  a  few  cubic  centimeters  of  thick,  turbid 
fluid  showing  meningococci  were  obtained  by  lumbar  puncture.  Five 
cubic  centimeters  of  serum  was  injected  under  pressure  with  a  syringe. 
On  the  following  day,  thirty  cubic  centimeters  of  serum  was  injected  into 
the  ventricle  and  although  only  a  few  cubic  centimeters  of  cerebrospinal  fluid 
was  obtained  by  puncture,  five  cubic  centimeters  were  again  injected  into 
the  lumbar  subarachnoid  space  by  a  syringe.  At  the  time  of  the  second 
lumbar  puncture  the  spinal  canal  was  irrigated  with  sterile  normal  salt 
solution  but  this  did  not  have  an  effect  on  the  amount  of  fluid  which 
could  be  obtained.  Phenolsulphonephthalein  injected  at  this  time  into  the 
lumbar  subarachnoid  space  had  not  appeared  in  the  ventricles  the  follow- 
ing morning.  Thereafter  thirty  cubic  centimeters  of  serum  was  injected 
into  the  ventricle  and  five  cubic  centimeters  of  serum  was  injected  with 
a  syringe  into  the  lumbar  subarachnoid  space  every  twenty-four  hours. 
The  amount  of  cerebrospinal  fluid  removed  by  lumbar  puncture  slowly 
increased  and  after  the  seventh  day  thirty  cubic  centimeters  of  fluid  was 
obtained.  Phenolsulphonephthalein  at  this  time  flowed  freely  from  the 
ventricle.    The  meningococci  disappeared. 

Frequency  of  injection 

The  frequency  with  which  antimeningococcus  serum  is  to  be 
injected  depends  upon  the  severity  of  the  infection  and  the  duration 
of  the  infection  before  treatment  is  instituted.  In  a  suspected  case 
of  meningitis  lumbar  puncture  should  be  performed  and  if  a  cloudy 
fluid  is  obtained  antimeningococcus  serum  should  be  administered 
without  waiting  for  a  bacteriological  examination.  Should  the  case 
eventually  be  shown  not  to  be  due  to  the  meningococcus,  no  harm 
will  have  been  done.  In  cases  of  average  severity  when  seen  within 
the  first  two  or  three  days  after  the  onset,  the  injection  should  be 
repeated  every  twenty-four  hours  for  three  or  four  doses.  Hoher, 
Dochez,  Debre  and  others  have  demonstrated  that  the  serum  is 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS 


179 


practically  all  absorbed  within  twenty-four  hours.  No  greater 
interval  of  time  should  therefore  elapse  between  treatments.  In 
cases  of  greater  severity  the  injection  should  be  repeated  every  eight 
or  twelve  hours  for  three  or  four  doses  and  thereafter  every  twenty- 
four  hours.  This  is  for  the  reason  that  the  activity  of  the  serum  may 
be  exhausted  in  a  short  period  of  time  even  before  the  fluid  portion 
of  the  serum  is  absorbed.  The  appearance  of  the  cerebrospinal 
fluid  at  each  puncture,  the  number  of  organisms  and  their  relationship 


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Chart  II. 

Mild  Case  of  Meningococcus  Meningitis  Reacting  Promptly  to  Intrasplnous 
Injection  of  Antmeningococcus  Serum 

to  the  leucocytes  and  their  ability  to  grow  upon  proper  culture  media 
together  with  the  general  condition  of  the  patient  are  the  only  safe 
and  reliable  indications  to  follow  as  to  the  frequency  with  which 
serum  is  administered. 

Discontinuance  of  serum 

In  the  average  uncomplicated  case  of  meningococcus  meningitis, 
serum  treatment  is  discontinued  when  the  cerebrospinal  fluid  becomes 
clear  and  the  organisms  can  no  longer  be  demonstrated  in  smears  or 
in  culture.    By  this  time  also  there  is  a  general  improvement  in  the 


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180  KENNETH  D.  BLACKFAN 

condition  of  the  patient  and  the  fever  has  usually  nearly  disappeared. 
With  serum  treatment  the  average  duration  of  active  symptoms  is 
from  eleven  to  fourteen  days. 

|Z|*$*$8283S§§§88|[| 


Chart  m. 
This  Patient  Rbquibed  Intensive  and  Persistent  Intraspinous  Treatment 

The  spinal  fluid,  which  would  become  apparently  clear  at  one  puncture,  would  at 
the  next  be  very  turbid  and  filled  with  organisms.  Sixteen  intraspinous  treatments  were 
required  with  a  total  injection  of  320  cc.  of  serum  before  the  spinal  fluid  became  clear  and 
meningococci  disappeared. 

Unfortunately  the  indications  are  not  always  definite  and  it  requires 
sound  judgment  in  determining  when  the  injections  are  to  cease. 
Although  the  general  clinical  condition  of  the  patient  as  a  rule  may 
be  relied  upon  as  an  indication,  one  often  sees  patients  who  are 
apparently  recovering  but  viable  organisms  persist  in  the  cerebro- 


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Chart  IV. 

Characteristic  Febrile  Reaction  in  an  Untreated  Case 

While  serum  therapy  is  usually  not  very  effective  late  in  the  course  of  the  disease,  it 
may  at  times  bring  about  rapid  cure.  This  patient  was  ill  twenty-two  days  with  an 
obscure  fever,  the  cause  of  which  had  not  been  recognized.  The  temperature  record  had 
been  kept.  After  3  intraspinous  injections  of  serum  the  patient  made  an  uninterrupted 
recovery. 

181 


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182  KENNETH  D.  BLACKFAN 

spinal  fluid.  The  reverse  is  also  often  true.  The  patient  may  remain 
unimproved  with  persistence  of  the  signs  of  meningeal  irritation  and 
yet  the  organisms  cannot  be  demonstrated  in  the  cerebrospinal  fluid. 
The  fever  as  a  rule  subsides  with  the  disappearance  of  the  organisms 
but  it  should  also  be  remembered  that  irregular  febrile  paroxysms 
may  often  be  caused  by  the  injection  of  the  foreign  serum  and  in 
prolonged  cases  by  the  development  of  serum  sickness.  The  only 
reliable  criterion  for  the  discontinuance  of  serum  treatment  is  the 
disappearance  of  the  organisms  from  the  smears  of  the  cerebrospinal 
fluid  and  their  failure  to  be  cultivated  upon  proper  media.  As  the 
meningococcus  grows  slowly  upon  media  it  requires  two  or  three 
days  to  be  sure  that  a  growth  will  not  take  place.  When  treatment 
is  employed  once  in  each  twenty-four  hours,  two  or  three  injections 
have  thus  been  made  after  the  cerebrospinal  fluid  is  free  from  viable 
organisms.  This  is  an  added  safeguard  and  produces  no  unfavorable 
effects.  After  that  the  character  of  the  cerebrospinal  fluid  is  followed 
by  lumbar  puncture  at  irregular  intervals.  Repeated  lumbar  puncture 
serves  a  double  purpose  in  permitting  cytological  examination  of  the 
cerebrospinal  fluid  and  relieving  the  increased  intracranial  pressure 
which  frequently  follows  meningococcus  meningitis. 

Turbidity  of  the  fluid  is  not  an  unfailing  criterion  for  the  contin- 
uation of  treatment.  The  fluid  may  be  free  from  organisms  and  yet 
contain  so  many  cells  as  to  be  definitely  cloudy  or  "ground  glass" 
in  appearance.  The  recent  studies  of  Weed  and  his  collaborators 
have  shown  the  influence  of  the  injection  of  foreign  serum  in  bringing 
about  such  changes. 

Early  intraventricular  injection  of  serum 

In  a  series  of  articles  which  have  recently  appeared,  Lewkowitz 
in  discussing  the  serum  treatment  of  meningococcus  meningitis 
concludes  that  inasmuch  as  the  lateral  ventricles  are  the  principal 
and  essential  seat  of  the  infectious  process,  the  meningococci  spread 
from  this  focus  throughout  the  entire  subarachnoid  space.  He 
advises  therefore  that  the  serum  should  be  injected  into  the  lateral 
ventricles  at  the  beginning  of  treatment  and  that  daily  injections  m 
alternate  sides  or  simultaneously  on  both  sides  should  be  made.  In 
addition  he  recommends  the  use  of  vaccines.    He  describes  the 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  183 

method:  The  skull  is  punctured  with  a  Gotze  grooved  hand  drill, 
1.5  mm.  wide.  The  needle  is  1  mm.  in  diameter  and  7  or  7.5  cm. 
long.  A  brass  guide  inside  the  needle  prevents  obstruction  with 
tissue.  The  tip  of  the  needle  is  not  sharp,  as  the  only  obstacle  it  has 
to  force  is  the  dura.  The  puncture  is  made  anywhere  along  the  top 
of  the  skull,  3,  4  or  5  cm.  from  the  median  line,  pointing  the  tip  of 
the  needle  toward  the  center  of  the  skull.  The  depth  of  the  puncture 
should  be  about  40  mm.  for  infants,  50  to  60  mm.  for  older  children, 
and  60  to  75  mm.  for  adults.  The  fluid  should  not  be  injected  until 
the  needle  is  certainly  in  the  ventricle.  This  is  proved  by  the  fact 
that  cerebrospinal  fluid  flows  from  the  needle  and  by  the  drop  in 
tension  as  the  antiserum  spreads  in  the  ventricles.  The  tension 
should  not  surpass  60  to  80  mm.  mercury  for  older  children  and 
adults,  and  40  to  50  for  infants.  Lewkowitz  advises  therefore  that 
a  manometer  with  a  three-way  stopcock  be  interposed  between  the 
needle  and  the  syringe.  The  injections  are  always  made  through  a 
new  opening.  In  the  first  series  of  cases  which  he  reported  the 
mortality  was  36  per  cent  and  this  rather  high  mortality  he  accounts 
for  on  the  basis  of  an  inactive  serum  and  fulminating  types  of  cases. 
He  warns  against  the  use  of  horse  serum  for  a  period  longer  than  13 
days  on  account  of  an  anaphylactic  reaction  in  one  case.  After  the 
thirteenth  of  fourteenth  day  he  is  inclined  to  rely  on  the  use  of 
vaccines.  He  believes  that  all  cases  should  be  treated  by  the  early 
ventricular  injection  of  serum.  Undoubedly  this  would  be  the 
procedure  of  choice  were  it  definitely  established  that  the  organism 
gained  entrance  to  the  meninges  by  way  of  the  ventricles.  The 
weight  of  evidence  in  meningitis  produced  experimentally  is  against 
this  view.  Although  the  intraventricular  injection  of  serum  has  its 
indications  in  small  infants  and  in  patients  with  a  thick  plastic 
exudate  with  or  without  hydrocephalus,  the  early  injection  of  serum 
into  the  ventricles  in  the  average  uncomplicated  case  is  not  necessary. 

Amount  of  serum  used  during  the  treatment 

The  amount  of  serum  required  in  each  individual  case  varies  within 
wide  limits  and  depends  entirely  upon  the  course  of  the  disease.  In 
one  of  my  patients  who  was  treated  four  hours  after  the  onset  of 
meningeal  symptoms,  only  one  injection  of  20  cc.  of  serum  was  given 


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184 


KENNETH  D.  BLACKFAN 


and  was  followed  by  rapid  recovery.  Netter,  Worster-Drought  and 
Kennedy  and  others  have  given  as  high  as  600  to  800  cc.  during  the 
course  of  the  disease  without  ill  effects.  It  is  not  so  much  the  amount 
of  serum  that  is  important  as  it  is  the  quality  of  the  serum  and  the 
time  at  which  it  is  employed  (chart  V). 


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Chaxt  V. 
First  and  Only  Injection  Given  Four  Hours  After  Onset 
Cerebrospinal  fluid  dear,  containing  many  Gram-negative  extracellular  organisms. 


Complete  recovery. 


REINFECTION  AND  RELAPSES 


The  reappearance  of  meningococci  in  the  cerebrospinal  fluid  either 
with  or  without  the  appearance  of  signs  of  meningeal  irritation  may 
take  place  even  while  serum  is  being  given  or  after  the  discontinuance 
of  treatment.  These  relapses  are  not  nearly  so  frequent  since  the 
introduction  of  serum  therapy  but  they  occur  in  a  small  proportion 
of  patients.  Worster-Drought  and  Kennedy  observed  a  relapse  in 
less  than  5  per  cent  of  their  cases.    In  my  experience  they  have  been 


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TREATMENT  OP  MENINGOCOCCUS  MENINGITIS  185 

met  with  only  in  the  cases  running  a  chronic  course  and  in  the  cases 
above  referred  to.  They  probably  result  from  the  fact  that  a  certain 
number  of  organisms  are  walled  off  in  patches  of  exudate  which  the 
serum  cannot  penetrate  or  else  are  contained  in  small  superficial 
abscesses  in  the  brain  or  cord.  It  is  not  always  easy  to  recognize 
the  beginnings  of  a  relapse  for  it  may  occur  with  the  onset  of  serum 
sickness  and  there  may  be  strikingly  few  meningeal  symptoms.  A 
positive  and  early  diagnosis  of  a  relapse  is  only  to  be  made  by  an 
examination  of  the  cerebrospinal  fluid.  The  treatment  of  a  relapse 
is  the  same  as  the  treatment  of  the  original  disease.  The  dangers 
from  anaphylaxis  in  the  treatment  of  relapse  are  considered  under 
the  heading  of  anaphylaxis. 

During  the  course  of  meningitis  there  are  certain  symptoms  that 
are  in  all  probability  the  result  of  increased  intracranial  pressure  or 
at  least  they  are  made  worse  by  the  pressure.  These  are  headache, 
often  agonizing  in  character,  vomiting,  retraction  of  the  neck  and 
some  elevation  of  temperature.  The  mere  removal  of  cerebrospinal 
fluid  often  brings  about  a  distinct  amelioration.  These  symptoms 
may  be  present  sometimes  to  a  marked  degree,  even  after  all  menin- 
gococci have  been  killed  and  the  serum  treatment  discontinued* 
They  apparently  depend  upon  the  disproportionate  production  of 
cerebrospinal  fluid  due  to  a  too  rapid  production  or  to  a  too  slow 
absorption.  The  disease  itself  and  the  treatment  by  foreign  serum 
may  each  be  responsible  for  this  condition  of  affairs.  A  rapid  im- 
provement results  from  lumbar  puncture  and  the  withdrawal  of 
fluid  but  the  symptoms  may  return  again  and  again.  It  is  imperative 
to  continue  the  withdrawal  of  fluid  until  there  is  no  return  of  any  of 
the  symptoms.  This  may  require  occasional  lumbar  puncture  for 
several  weeks.  The  following  illustrates  the  results  of  repeated 
lumbar  puncture  after  discontinuance  of  serum  treatment  (chart  VI). 

W.  G.,  white,  aged  three  years.  Patient  was  admitted  on  the  fifth  day  of 
the  disease  with  typical  picture  of  meningitis  of  severe  form.  Twelve  in- 
traspinous  treatments  with  serum  were  given  in  the  eight  days  following 
admission.  No  organisms  were  seen  in  smears  from  the  spinal  fluid  after 
the  ninth  puncture.  In  spite  of  the  apparently  dear  fluid  he  did  not  im- 
prove, the  retraction  of  the  head  and  the  hyperesthesia  persisted,  he 
was  extremely  restless  and  there  was  a  coarse  tremor  of  the  extremities. 


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186  KENNETH  D.  BLACKFAN 

j[  ;  f<  9  i  i  s  i  8  §  §  §  i  3  §  ;jg 


Chart  VI. 
Repeated  Lumbar  Puncture  After  Discontinuance  of  Serum  Treatment 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  187 

The  eye  grounds  were  normal.  On  the  twelfth  day  the  temperature  rose  to 
103°  and  all  the  symptoms  were  exaggerated.  A  lumbar  puncture  was  done 
and  a  large  quantity  of  clear  fluid  containing  no  organisms  spurted  out 
under  greatly  increased  pressure.  There  was  marked  relief  following  this 
procedure  and  the  temperature  fell.  Thereafter,  at  intervals  of  about 
one  week  it  was  necessary  to  repeat  the  treatment.  The  symptoms  were 
relieved  each  time  by  the  removal  of  a  large  quantity  of  clear  fluid.  He  was 
discharged  as  well  on  the  fifty-seventh  day  of  the  disease. 

Every  one  with  experience  in  the  treatment  of  meningococcus 
meningitis  has  seen  alarming  symptoms  follow  the  injection  of  anti- 
meningococcus  serum.  Death  at  times  has  followed  treatment  with 
serum  so  promptly  that  it  is  apparent  that  the  treatment  rather  than 
the  disease  has  been  responsible.  A  number  of  views  have  been  held 
as  to  the  cause  of  these  accidents.  It  has  been  claimed  that  the 
deaths  were  due  to  rapid  lysis  of  the  meningococcus  and  the  conse- 
quent liberation  of  a  toxic  amount  of  bacteriotoxin,  to  the  production 
through  the  introduction  of  large  amounts  of  a  foreign  protein  of 
anaphylactic  shock,  and  to  increased  intracranial  tension  due  to  the 
too  rapid  or  too  free  use  of  the  antiserum.  In  1912,  Kramer  advanced 
the  view  that  cases  of  sudden  death  might  be  due  to  the  presence  in 
the  serum  of  tricresol.  Kramer  injected  a  mixture  of  antimeningitis 
serum  and  a  0.5  per  cent  tricresol  solution  into  the  region  of  the  fourth 
ventricle  and  directly  into  the  subarachnoid  space  in  dogs  and  as 
the  result  respirations  were  temporarily  checked.  One  of  the  animals 
died  after  the  injection  of  the  serum  into  the  subarachnoid  space. 
Hall  as  the  result  of  experiments  also  believed  that  tricresol  is  a 
dangerous  preservative  for  serum  which  is  to  be  introduced  into  the 
subarachnoid  space  and  so  come  directly  into  contact  with  the  nervous 
centers.  He  stated  that  death  from  the  introduction  of  serum  may 
result  either  from  an  increase  in  intracranial  tension  or  from  the 
presence  in  such  serum  of  tricresol. 

Flexner  does  not  believe  that  the  tricresol  in  antimeningococcus 
serum  is  responsible  for  the  sudden  deaths  which  have  followed  the 
use  of  serum.  He  points  out  that  such  deaths  have  been  reported 
by  Dopter  using  a  serum  which  contained  no  preservative,  also  that 
there  is  no  relationship  between  the  conditions  of  the  experiments 
and  the  conditions  occurring  in  the  subdural  injection  in  human 


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188  KENNETH  D.  BLAGKFAN 

beings,  and  that  the  injection  of  serum  directly  into  the  ventricle  is 
not  followed  by  serious  symptoms.  It  is  his  belief  that  the  alarming 
symptoms  and  death  are  most  probably  due  to  a  rapid  increase  of 
the  intracranial  pressure  occasioned  by  the  injection  of  serum.  That 
they  can  be  avoided  to  a  great  extent  by  careful  technique  is  evident 
from  the  experience  of  Sophian  who  reports  some  1500  injections 
without  a  serious  accident. 

IMMUNITY  CONFERRED  BY  ATTACK  OF  MENINGITIS 

The  degree  of  immunity  conferred  by  meningococcus  meningitis 
is  apparently  very  small.  Worster-Drought  and  Kennedy  were  able 
to  demonstrate  agglutinins  in  only  3  of  39  patients  who  had  recovered 
from  the  disease.  Authentic  cases  are  reported  in  which  "second 
attacks"  occurred  as  early  as  33,  45  and  73  days  and  as  late  as 
four  and  eleven  months  after  the  primary  attack.  It  is  probably 
better  to  consider  such  cases  as  relapses  rather  than  second 
attacks.  Although  second  attacks  are  rare,  they  do  undoubtedly 
occur. 

THE  USE  OF  MONOVALENT  OK  POLYVALENT  SERA 

Since  the  recognition  of  the  different  types  of  meningococcus  and 
the  preparation  of  monovalent  as  well  as  polyvalent  therapeutic  sera, 
the  procedure  which  is  advised  in  the  routine  treatment  of  suspected 
or  a  proven  case  of  meningitis  has  varied  according  to  the  experience 
of  different  writers.  All  are  in  accord  that  in  a  case  of  suspected 
meningitis  if  turbid  or  cloudy  cerebrospinal  fluid  is  obtained  by 
lumbar  puncture  that  a  polyvalent  serum  should  be  administered 
pending  the  results  of  the  bacteriological  report.  Whether  treat- 
ment should  be  continued  with  a  polyvalent  serum  of  a  monovalent 
serum  is  still  the  subject  of  much  discussion.  French  observers  at 
one  time  favored  the  injection  of  20  cc.  of  antiserum  A  with  30  cc.  of 
antiserum  B  until  the  type  of  the  organism  could  be  determined. 
Recently  Nicolle,  Debains  and  Jouan  have  prepared  a  bivalent  serum 
made  with  organisms  A  and  B,  for  immediate  use  prior  to  a  bac- 
teriologic  diagnosis.  After  this  they  have  advised  the  use  of  a  mono- 
valent serum  according  to  the  type  of  the  infecting  strain  of  menin- 
gococcus.   In  England  a  similar  routine  has  been  carried  out  and 


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TREATMENT  Of  MENINGOCOCCUS  MENINGITIS  189 

as  type  I  and  type  II  are  the  most  prevalent,  a  serum  representing 
these  two  strains  of  meningococcus  has  been  given  at  the  first  injection 
and  after  the  causative  strain  has  been  determined,  the  corresponding 
monovalent  serum  has  been  given.  The  objection  to  the  use  of 
only  bivalent  serum  is  obvious.  If  there  is  difficulty  in  typing  the 
organism  a  delay  in  using  a  highly  potent  serum  might  arise.  But 
excellent  results  from  the  use  of  a  monovalent  serum  have  been 
reported  from  both  England  and  France.  The  routine  followed  by 
Gordon  and  Hines  is  as  follows:  A  bivalent  serum  made  from  type  I 
and  type  II  is  used  until  the  type  of  the  infecting  meningococcus  is 
determined.  Then  the  corresponding  serum  for  the  type  of  menin- 
gococcus found  is  given.  Out  of  83  cases,  34  were  due  to  type  I  and 
the  mortality  was  3  per  cent;  32  were  due  to  type  II  and  the  mortality 
was  21.9  per  cent.  Ten  were  due  to  type  III,  no  deaths,  and  7  to 
unknown  types  and  the  mortality  was  28.6  per  cent.  Out  of  the  83 
cases  the  mortality  was  12  per  cent.  The  monovalent  serum  for 
type  II  is  less  effective  than  the  sera  for  the  other  types  for  Gordon 
and  Hines  say  that  it  contains  less  antiendotoxins  for  the  homologous 
meningococcus  than  the  other  sera  do.  Sir  Humphrey  Rolleston 
observed  a  small  outbreak  of  10  cases  due  to  type  II.  All  of  the 
patients  died  although  treated  vigorously  both  intravenously  and 
intraspinously  with  a  monovalent  serum  from  type  II  organism. 
Munro  used  a  pooled  serum  containing  50  per  cent  of  antibodies  to 
type  H  and  a  monovalent  serum  was  used  after  the  type  was  deter- 
mined. He  treated  twelve  consecutive  cases  of  cerebrospinal  fever 
in  this  manner  and  he  says  that  in  his  experience  no  patient  has  died 
where  it  was  possible  to  treat  by  monovalent  serum.  Recently  a 
polyvalent  serum  has  been  used  in  this  clinic  in  a  few  cases  at  the 
initial  injection  and  thereafter  the  corresponding  monovalent  serum. 
The  results  so  far  have  been  sufficiently  satisfactory  but  the  number 
of  cases  treated  have  been  too  few  from  which  to  draw  conclusions. 

If  it  can  be  proved  that  the  activity  of  a  monovalent  serum  against 
the  corresponding  type  of  the  meningococcus  is  greater  than  the 
activity  of  a  polyvalent  serum  against  the  same  organism,  then  it 
would  seem  logical  to  employ  the  monovalent  serum  after  the  type 
of  organism  has  been  determined.  Unless  this  can  be  proved,  there 
are  great  advantages  in  using  the  polyvalent  serum.    Studies  from 


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190  KENNETH  D.  BLACKFAN 

the  Hygienic  Laboratory  in  Washington  have  shown  the  titre  of  the 
polyvalent  sera  to  be  as  high  as  that  of  the  monovalent  sera  that 
have  been  tested.  At  present  therefore  it  would  seem  that  for  general 
use  a  polyvalent  serum  is  preferable. 

In  all  cases  of  meningococcus  meningitis  the  type  of  organism  from 
the  cerebrospinal  fluid  should  be  determined  by  agglutination  tests 
and  a  serum  containing  antibodies  specific  for  that  type  of  organism 
should  be  used.  If  the  types  of  organism  used  in  the  preparation  of 
the  serum  are  not  known,  the  agglutinating  power  of  the  serum 
toward  the  specific  type  of  organism  should  be  tested.  Sera  showing 
a  low  agglutination  titre  should  not  be  employed.  It  is  the  universal 
opinion  that  the  polyvalent  serum  prepared  by  the  Rockefeller  Insti- 
tute has  given  better  results  than  sera  prepared  at  other  laboratories. 
On  account  of  the  practical  difficulty  in  making  prompt  and  accurate 
type  diagnoses,  all  antimeningococcus  sera  sold  in  interstate  traffic 
in  the  United  States  are  now  required  to  be  polyvalent  with  high  titre 
against  strains  representing  four  different  serological  groups.  These 
groups  roughly  correspond  to  those  of  Gordon,  but  are  not  perhaps 
identical  with  them.  Sera  now  being  made  in  the  United  States 
are  from  horses  which  have  received  intravenous  injections  of  living 
meningococci.  At  least  twelve  different  strains  representing  different 
types  and  variants  sent  out  by  the  Hygienic  Laboratory  are  used  in 
its  production. 

DRUGS  IN  TREATMENT  OF  MENINGITIS 

Drugs,  except  for  the  relief  of  symptoms,  have  proved  valueless. 
Hexamethylenetetramine  (Hexamine)  since  it  was  shown  by  Crowe  to 
be  excreted  into  the  cerebrospinal  fluid  has  been  used  extensively 
but  apparently  it  has  no  influence  upon  the  course  of  the  disease.  In 
1914,  Thomas  Walker  suggested  the  use  of  hexamethylenetetramine- 
anhydromethylene-citrate  (Helmitol)  as  a  substitute  for  hexamine 
inasmuch  as  it  liberates  formaldehyde  in  alkaline  as  well  as  in  add 
media.  It  has  been  shown  that  this  drug  exerted  an  inhibitory 
effect  on  the  meningococcus  in  vitro  and  as  a  result  of  these  experi- 
ments the  drug  was  tried  in  the  treatment  of  meningococcus  menin- 
gitis. Given  intravenously  hemitol  appears  in  the  spinal  fluid  within 
half  an  hour  and  15  grains  administered  by  mouth  could  be  demon- 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  191 

strated  in  the  cerebrospinal  fluid  within  twenty-four  hours.  It  was 
impossible,  however,  in  any  of  the  cases  in  which  it  was  used  to 
demonstrate  the  presence  of  free  formaldehyde.  Clinical  results 
with  this  drug  have  been  very  unsatisfactory.  Fairly  and  Stewart 
combined  hemitol  with  normal  saline  or  horse  serum  and  injected 
this  in  10  cases  of  meningococcus  meningitis.  Six  of  the  10  patients 
recovered.  Besides  the  administration  of  hexamine  and  hemitol 
intravenously  the  arsenical  preparations  together  with  soamin  have 
also  been  employed  intravenously  but  without  appreciable  effect  on 
the  course  of  the  disease.  Soamin  has  been  used  principally  in  the 
East  and  was  tried  in  meningococcus  meningitis  inasmuch  as  it  has 
been  thought  to  be  of  value  in  trypanosomiasis.  Shiroore  and  Ross 
and  Gilks  and  Butler  have  used  the  drug  in  British  East  Africa  quite 
extensively.  They  reported  its  use  by  intramuscular  injection  in 
127  cases.  The  mortality  was  over  50  per  cent.  Iodide  of  potassium 
and  mercury  and  antimonium  tartrate  likewise  have  been  used 
but  without  effect.  The  results  reported  by  all  writers  show  that 
there  is  little  clinical  or  experimental  evidence  at  hand  to  support 
the  use  of  drugs  in  the  treatment  of  this  disease  and  they  cannot  be 
recommended  unless  combined  with  the  use  of  antimeningitis  serum. 

OTHER  MEASURES  EMPLOYED  IN  TREATMENT 

In  the  literature  one  finds,  constantly,  reference  to  other  methods 
of  treatment  than  the  use  of  the  specific  serum.  These  methods 
have  been  tried  either  alone  or  in  combination  with  serum.  It  is 
rather  confusing  to  determine  exactly  the  effects  of  these  various 
added  methods  of  treatment  for  the  observations  have  not  been  suffi- 
ciently accurate  or  extensive  to  permit  of  a  comparison  between  the 
cases  treated  with  serum  and  those  in  which  a  combination  of  methods 
has  been  employed.  It  is  an  interesting  commentary  that  even  in 
spite  of  a  proved  specific  therapy  methods  which  have  been  discarded 
and  regarded  as  valueless  should  be  taken  up  from  time  to  time  and 
that  beneficial  results  should  be  claimed  for  them.  This,  however, 
is  constantly  occurring  in  the  treatment  of  other  diseases  besides 
meningitis. 

Recently  one  of  the  earliest  methods  of  treatment,  venesection, 
has  been  revived.    Fairly  and  Stewart  contend  that  in  the  acute 


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192  KENNETH  D.  BIACEFAN 

cases  in  which  there  are  symptoms  of  respiratory  failure,  venesection 
combined  with  the  application  of  cold  compresses  is  beneficial.  They 
also  caution  against  the  use  of  lumbar  puncture  in  comatose  patients, 
particularly  if  respiratory  failure  is  imminent. 

Long  before  the  days  of  serum  treatment  various  antiseptics  were 
recommended  and  used  intraspinously.  In  1902  Seager  recommended 
the  use  of  lysol  as  a  means  of  combating  the  disease  and  in  1904 
Manges  tested  its  effects  upon  a  number  of  patients.  Wolff  as  a 
result  of  the  recovery  of  5  out  of  8  patients  whom  he  treated  with  the 
intraspinous  injection  of  protoargol  recommended  this  substance  and 
said  although  its  curative  value  had  not  been  proved,  that  it  can  be 
injected  in  the  subarachnoid  space  without  hum.  In  1916,  Flexner 
and  Amoss  presented  the  results  of  their  experiments  with  lysol  and 
protoargol  in  the  treatment  of  meningococcal  infections  in  guinea 
pigs  and  monkeys.  They  found  that  these  substances  possess  none 
of  the  properties  which  are  essential  for  combating  meningococcus 
infection.  On  the  other  hand,  they  showed  that  the  use  of  such 
drugs  might  have  a  harmful  effect  when  combined  with  serum  treat- 
ment inasmuch  as  they  prevent  leucocytosis  and  inhibit  the  phagocy- 
tosis of  the  organism.  Carbolic  acid,  flavine  and  eusol  and  many 
other  antiseptics  have  likewise  been  recommended  for  intraspinous 
treatment.  The  consensus  of  opinion  is  that  there  is  no  favorable 
influence  from  the  injection  of  other  substances  than  antimeningo- 
coccus  serum  upon  the  course  of  the  meningococcus  meningitis. 

As  a  result  of  their  experiments  regarding  the  antibactericidal 
properties  of  human  serum  MacKenzie  and  Martin  in  1908  injected 
from  15  to  20  cc.  of  fresh  human  serum  into  the  spinal  canal  of  16 
patients  with  meningococcus  meningitis.  Ten  of  these  patients 
recovered.  Since  then  a  relatively  large  number  of  cases  have  been 
reported  in  which  either  the  patient's  own  serum  or  convalescent 
serum  has  been  used  intraspinously  in  the  treatment.  Both  favorable 
and  unfavorable  results  have  been  reported,  but  on  the  whole  the 
use  of  human  serum  has  not  been  followed  with  brilliant  results. 
Fairly  and  Stewart  as  well  as  Kolmer  and  his  collaborators  have 
endeavored  to  reinforce  the  complement  activity  of  antimeningococcus 
serum  by  the  addition  of  human  and  of  rabbit  serum.  In  Fairly 
and  Stewart's  cases  thus  treated  the  mortality  was  about  30  per 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  193 

cent  whereas  in  cases  treated  with  serum  alone  the  mortality  was  50 
per  cent. 

Much  dissatisfaction  with  the  results  of  serum  treatment  was  ex- 
pressed in  England  during  the  early  months  of  the  war  and  for  a 
time  the  medical  authorities  were  unable  to  decide  how  much  benefit 
was  derived  from  the  intraspinous  injection  of  antimeningitis  serum 
and  how  much  from  the  associated  puncture.  Indeed  some  authori- 
ties stated  that  in  their  opinion  the  old  method  of  lumbar  puncture 
and  drainage  without  serum  was  the  better  form  of  treatment.  As 
is  well  known,  the  explanation  for  the  failure  of  serum  was  found 
when  it  was  shown  that  the  strains  of  meningococci  causing  the  in- 
fection were  in  the  majority  of  cases  different  from  those  used  in 
preparing  the  antimeningococcic  serum  that  was  employed.  As 
a  result  of  this  experience,  however,  numerous  reports  have  been 
made  regarding  the  beneficial  effects  of  repeated  lumbar  puncture 
without  serum  administration.  Olitsky  in  an  epidemic  in  Southern 
China  in  1918  had  the  opportunity  of  seeing  cases  which  received  no 
treatment  and  those  in  which  lumbar  puncture  alone  was  performed. 
The  mortality  rate  without  treatment  in  104  cases  was  84.6  per  cent, 
with  repeated  lumbar  puncture  in  346  cases  it  was  54.1  per  cent. 
On  the  other  hand,  a  number  of  authors  have  reported  most  unsatis- 
factory results  from  the  use  of  repeated  lumbar  puncture  without 
serum.  This  has  been  true  not  only  during  recent  epidemics  but  in 
the  treatment  of  the  disease  before  serum  treatment.  In  general, 
it  would  seem  that  by  lumbar  puncture  alone  the  mortality  from 
meningococcus  meningitis  can  be  reduced  to  a  very  slight  degree, 
if  at  all. 

Farmachidis  has  recently  reported  the  successful  employment  of 
a  normal  salt  solution  in  rinsing  out  the  spinal  cavity  in  a  patient 
with  meningococcus  meningitis.  He  employed  360  cc.  daily  for 
twenty-five  days.  He  would  first  withdraw  30  cc.  of  cerebrospinal 
fluid  and  then  inject  the  same  amount  of  salt  solution.  After  a 
few  minutes  this  was  aspirated  and  allowed  to  flow  out  and  30  cc. 
were  injected  again.  This  was  repeated  10  or  12  times  at  a  sitting 
or  until  the  cerebrospinal  fluid  finally  came  away  clear.  The  cere- 
brospinal fluid  became  and  remained  clear  after  the  twenty-third  day. 
Aubertin  and  others  have  employed  the  same  treatment.  In  my 
experience  this  method  has  not  been  attended  with  satisfactory  results. 

MEDlCOfE,  VOL.  I,  NO.  1 


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194  KENNETH  D.  BLACKPAN 

VACCINES  IN  TREATMENT  OP  ACTIVE  STAGES 

Meningococcus  vaccines  as  a  curative  measure  were  employed  but 
little  before  the  war.  In  the  epidemics  following  1915  they  have 
been  used  by  a  large  number  of  workers  and  there  is  a  considerable 
literature  on  the  subject.  Inasmuch  as  they  have  been  used  for 
the  most  part  in  conjunction  with  other  remedies  such  as  serum  and 
repeated  lumbar  puncture,  their  usefulness  is  rather  difficult  to  de- 
termine. Sophian  referred  to  their  use  in  1913  and  stated  that  in 
certain  cases  they  may  be  more  efficacious  than  serum.  Rolleston 
refers  to  32  cases  treated  with  autogenous  vaccines  together  with 
serum  or  soamin  in  which  there  was  a  mortality  of  25  per  cent.  Many 
of  his  cases  were  recovering  but  vaccines  did  not  seem  to  alter  the 
course  of  the  severe  infections.  Worster-Drought  and  Kennedy 
report  in  detail  several  cases  which  apparently  were  favorably  in- 
fluenced by  vaccine  treatment  in  conjunction  with  serum  therapy. 
Chalmers  and  O'Farrell  report  a  case  of  recovery  from  severe  and 
protracted  meningitis  with  septicemia.  They  discontinued  serum 
treatment  and  ascribe  the  cure  to  an  autogenous  vaccine.  They 
advise  the  use  of  vaccine  with  serum  therapy  in  all  cases  from  the 
onset.  Horden  reports  the  case  of  a  seven  year  old  child  to  whom 
vaccine  was  given  on  the  thirty-ninth  day  and  after  six  days  the 
temperature  fell  to  normal.  A  relapse  occurred  two  weeks  later  and 
vaccine  again  seemed  to  influence  the  disease  as  recovery  took  place. 
Crowe  also  speaks  of  vaccines  as  having  a  favorable  influence  on  the 
temperature.  Fairly  and  Stewart  say  that  it  is  not  uncommon 
to  see  a  patient  who  has  been  having  an  irregular  fever  become  afeb- 
rile shortly  after  vaccines  are  given.  Out  of  52  chronic  cases  they 
had  a  mortality  of  32  per  cent.  Lewkowitz  urges  their  early  use  and 
says  that  they  tend  to  induce  a  general  immunization  which  is  a 
potent  aid  in  the  cure.  Colebrook  believes  that  they  increase  the 
antibactericidal  content  of  the  blood  and  so  increase  the  value  of  the 
serum  in  its  action  against  the  meningococcus  in  the  cerebrospinal 
fluid.  Nearly  all  workers  advise  the  use  of  an  autogenous  vaccine 
but  when  it  cannot  be  obtained,  a  polyvalent  vaccine  containing  the 
representative  strains  of  meningococci  may  be  substituted.  The 
dosage  advised  has  varied  considerably.  Worster-Drought  and 
Kennedy  inject  250,000,000  organisms  subcutaneously  at  some  time 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  195 

during  the  first  three  days  and  gradually  increase  the  dose,  500,000,000 
a  dose,  up  to  2,500,000,000.  The  dose  is  modified  for  children.  If 
there  is  a  reaction  to  a  particular  dose,  the  same  dose  is  repeated  four 
days  later.  Walker-Hall  gave  a  polyvalent  vaccine  in  increasing 
doses  from  25,000,000  to  500,000,000  every  two  days.  Boidon  gives 
from  200,000,000  to  750,000,000  every  four  days  and  MacLagan 
advises  from  50,000,000  to  100,000,000  for  the  first  dose.  For  the 
most  part  vaccines  are  recommended  in  the  subacute  or  chronic 
stages  of  the  infection  when  serum  seems  to  become  inefficient.  In 
the  acute  cases  but  little  benefit  has  been  reported.  No  harmful 
effects  with  the  exception  of  a  temporary  febrile  reaction  have  been 
observed.  Although  the  efficacy  of  vaccine  therapy  is  not  dear 
airing  to  its  combination  with  other  forms  of  treatment,  until  more 
information  is  available  it  would  seem  f ram  so  many  favorable  reports 
that  in  tfce  subacute  and  chronic  types  of  meningococcus  infection 
tins  mode  of  treatment  is  worthy  of  trial. 

As  in  other  diseases  for  which  there  is  a  specific  therapy  certain 
general  and  symptomatic  measures  must  be  carried  out  in  the  treat- 
ment of  meningococcus  meningitis.  The  patient  should  be  kept 
isolated  in  a  quiet  room  or  if  in  a  hospital  ward  the  patient  should  be 
separated  from  his  fellow  patients  by  a  screen.  The  room  or  ward 
sbo«rid  be  provided  with  an  abundance  of  fresh  air.  Careful  nursing 
is  of  the  greatest  importance  particularly  for  delirious  patients  or 
those  who  are  in  coma.  Much  can  be  done  to  relieve  the  suffering 
of  patients  who  are  in  a  state  of  rigidity.  Changing  the  position 
from  time  to  time  and  supporting  the  head  and  knees  with  pillows 
will  not  only  add  to  comfort  but  does  much  to  prevent  the  develop- 
ment of  hypostatic  pneumonia  and  bed  sores  in  those  patients  with  a 
severe  and  prolonged  form  of  the  disease.  The  throat  and  nasal 
passages  should  be  cleansed  frequently  with  antiseptic  washes  and 
the  eyes  irrigated  twice  daily  with  boric  acid  solution.  The  diet  is 
regulated  according  to  the  condition  of  the  patient  and  every  effort 
should  be  made  to  supply  the  patient  with  an  adequate  diet.  A 
liquid  diet  is  advisable  during  the  acute  stage.  In  unconscious  and 
delirious  patients  feeding  with  a  nasal  tube  or  stomach  tube  must  be 
employed.  In  patients  with  severe  toxemia,  water  must  be  supplied 
freely.    If  there  are  evidences  of  desiccation,  dryness  of  the  skin  and 


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196  KENNETH  D.  BLACKFAN 

mouth,  loss  of  tone  in  the  skin  or  a  great  diminution  in  the  amount  of 
urine,  salt  or  glucose  solutions  may  be  given  intravenously,  subcu- 
taneously,  by  rectum  or  directly  into  the  peritoneal  cavity.  I  have 
seen  several  children  during  the  acute  stages  of  meningitis  who  were 
greatly  improved  after  several  intraperitoneal  injections  of  normal 
saline.    This  method  has  been  described  by  Blackfan  and  Maxcy. 

It  has  been  found  experimentally  by  Weed  and  McKibben  that 
the  volume  of  the  brain  can  be  controlled  by  a  change  in  the  concen- 
tration of  certain  elements  in  the  blood  stream.  They  showed  that 
the  intravenous  injection  of  hypertonic  solutions  of  certain  electro- 
lytes and  crystaloids  causes  a  transient  rise  in  the  pressure  of  the 
spinal  fluid  which  is  followed  by  a  marked  fall  which  persists  for  a 
considerable  period  of  time.  With  this  idea  in  mind  Hayden  treated 
two  patients  by  means  of  the  intravenous  injection  of  a  25  per  cent 
glucose  solution  and  thought  that  the  favorable  outcome  was  partly 
the  result  of  a  decrease  in  the  intracranial  pressure  brought  about 
by  a  change  in  the  bulk  of  the  brain.  Hayden  advises  the  intrave- 
nous injection  of  a  25  per  cent  glucose  solution,  as  a  routine  measure 
every  twelve  hours  from  the  onset  of  the  disease  until  there  is  no 
longer  any  evidence  of  increased  intracranial  pressure.  Rest  is  essen- 
tial and  should  be  secured  by  the  use  of  morphine  or  other  sedatives. 
Relief  from  headache,  vomiting  and  other  intracranial  pressure  symp- 
toms are  best  relieved  by  repeated  lumbar  puncture.  Symptoms  of 
cardiac  and  respiratory  failure  should  be  combated  with  atropine 
adrenalin,  camphorated  oil  and  citrated  caffeine  in  full  doses  adminis- 
tered intramuscularly. 

HYDROCEPHALUS 

Early  in  the  history  of  meningococcus  meningitis  it  was  recognized 
that  "the  disease  was  distinguished  by  the  slowness  of  its  cure  and 
that  its  duration  might  be  a  matter  of  several  months."  Unfortu- 
nately this  is  true  and  while  recovery  from  the  infection  may  take 
place,  irremediable  permanent  damage  may  have  occurred. 

One  of  the  most  frequent  of  the  sequelae  is  hydrocephalus.  It 
has  been  customary  to  speak  of  the  manifestations  of  increased  in- 
tracranial pressure  which  are  seen  at  the  onset  and  throughout  the 
course  of  the  disease  as  symptoms  of  acute  hydrocephalus.    We  know 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  197 

that  these  symptoms  are  largely  due  to  the  increased  amount  of 
cerebrospinal  fluid  which  results  partly  from  the  stimulation  of  the 
choroid  plexus  and  partly  from  the  inflammatory  process  in  the  men- 
inges which  cannot  be  sufficiently  rapidly  removed  by  absorption 
even  though  this  is  but  little  interfered  with  in  uncomplicated  cases. 
There  is  a  certain  justification  for  speaking  of  acute  hydrocephalus 
in  some  cases  for  the  exudate  may  be  so  thick  as  partially  or  com- 
pletely to  obstruct  for  a  time  the  foramina  of  exit  from  the  ventricles. 
With  time,  especially  when  serum  is  used,  this  exudate  frequently 
disintegrates  and  disappears  and  thus  the  channels  of  communication 
between  the  ventricles  and  the  subarachnoid  space  are  reestablished. 
In  patients  never  treated  with  serum  chronic  hydrocephalus  is  the 
most  common  of  the  sequelae  and  even  in  those  actively  treated  by 
serum  it  results  in  a  small  but  regrettable  number  of  instances.  This 
is  especially  the  case  with  children.  Hydrocephalus  causes  most  of 
the  striking  symptoms  seen  in  the  subacute  or  chronic  types  of  men- 
ingitis the  rigidity  of  the  limbs,  the  opisthotonos,  the  periodic  vomit- 
ing, the  peculiarity  of  the  cry,  the  change  in  mentality  and  the  enlarge- 
ment of  the  head.  The  hydrocephalus  is  caused  in  the  majority  of 
instances  by  partial  or  complete  blockage  of  the  foramina  Magendie 
and  Luschka  at  the  base  of  the  brain  or  by  obliteration  of  the  cister- 
nae  (magna,  interpeduncularis  and  pontis).  The  spinal  subarach- 
noid space  may  also  be  more  or  less  obliterated.  In  any  event  the 
free  distribution  of  the  cerebrospinal  fluid  throughout  the  cerebra 
and  spinal  subarachnoid  spaces  is  prevented  and  its  normal  absorp- 
tion is  interfered  with.  Consequently  there  is  an  accumulation  and 
retention  of  the  cerebrospinal  fluid  within  the  ventricle.  Anatomi- 
cally, two  types  of  hydrocephalus  have  been  demonstrated:  (a)  the 
obstructive,  and  (b)  the  communicating.  Obstructive  hydrocephalus 
develops  because  the  cerebrospinal  fluid  cannot  pass  from  its  place 
of  origin  \xL  the  cerebral  and  spinal  subarachnoid  space  where  absorp-  ^ 
tion  takes  place.  Communicating  hydrocephalus — the  channels 
of  communication  between  the  ventricles  and  the  spinal  subarachnoid 
spaces  being  patent  to  a  greater  or  less  degree — results  because  the 
cerebral  subarachnoid  space  where  the  greater  part  of  absorption  takes 
place  is  partially  or  completely  obliterated.  In  the  majority  of 
instances  it  is  due  to  adhesions  which  obliterate  the  various  cis- 


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198  KENNETH  D.  BLACKPAN 

teniae  or  centers  and  obstruct  the  foramina.  A  combination  of  the 
two  types  of  hydrocephalus  may  result  if  there  is  partial  obstruction 
to  the  foramina  and  partial  obliteration  of  the  cisternae. 

Attention  must  be  directed  to  a  hydrocephalus  developing  in  men- 
ingitis by  the  onset  of  certain  symptoms.  The  diagnosis  is  readily 
established  when  the  condition  is  of  long  duration  and  the  symptoms 
of  increased  intracranial  pressure — headache,  stupor,  vomiting,  en- 
largement of  the  head  and  changes  in  the  eye  grounds — are  present. 
The  early  manifestations  of  hydrocephalus,  however,  are  so  closely 
interwoven  with  the  symptoms  of  the  meningitis  itself  that  they  are 
often  difficult  to  recognise.  Hydrocephalus  should  always  be  sus- 
pected with  the  persistence  of  symptoms  of  meningeal  irritation 
(fever,  hyperesthesia,  irritability  or  drowsiness,  rigidity  of  the  mus- 
cles of  the  neck  and  extremities,  hyperactive  reflexes,  tremors,  etc.) 
or  their  reappearance  after  the  symptoms  of  meningitis  have  sub- 
sided. Infants  invariably  have  a  tense  and  bulging  fontanel  and  in 
older  children  and  adults  Macewen's  sign  is  positive.  It  should 
be  remembered  that  these  symptoms  cannot  always  be  referred  to 
the  hydrocephalus  alone. 

Lumbar  puncture  yields  the  most  information  regarding  the  develop- 
ment of  hydrocephalus,  though  it  is  not  absolutely  dependable.  In 
hydrocephalus  the  cerebrospinal  fluid  is  under  greatly  increased 
pressure  and  either  an  abnormal  amount  is  readily  obtained  or  it 
is  obtained  in  small  amount  and  with  difficulty.  A  definite  increase 
in  the  amount  of  cerebrospinal  fluid  of  50  cc.  or  more,  withdrawn 
repeatedly  when  the  other  signs  of  the  acute  infection  of  the  meninges 
have  subsided,  is  significant  of  a  communicating  hydrocephalus. 
In  obstructive  hydrocephalus  a  large  amount  of  cerebrospinal  fluid 
may  be  recovered  at  the  first  lumbar  puncture  and  then  the  quantity 
lessens  so  that  only  a  few  drops  are  obtained  at  successive  punctures. 
Corroborative  evidence  of  the  presence  of  hydrocephalus  may  be 
shown  by  the  results  from  puncture  of  the  ventricle,  as  in  such  cases 
the  cerebrospinal  fluid  in  the  ventricles  is  under  increased  pressure 
and  an  excessive  amount  can  be  withdrawn.  During  the  acute  stages 
of  meningitis  a  small  amount  of  fluid  obtained  by  lumbar  puncture 
suggests  an  obstructive  hydrocephalus,  for  if  the  subarachnoid  space 
has  been  entered  and  the  fluid  is  not  too  thick  to  run  through  the 


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TREATMENT  OF  MENINOOCOCCUS  MENINGITIS  199 

needle,  the  prevention  of  a  free  flow  of  cerebrospinal  fluid  from  the 
ventricles  to  the  spinal  subarachnoid  space  can  hardly  be  caused  by 
anything  else  than  a  thick  exudate  so  situated  as  to  obstruct  the 
foramina  of  exit  applied  from  the  ventricles. 

The  differentiation  between  the  two  types  of  hydrocephalus  by 
clinical  signs  alone,  however,  may  be  very  difficult  and  for  that  reason 
I  have  employed  in  a  number  of  cases  the  phenolsulphonephthalein 
tests  used  by  Dandy  and  Blackfan  in  their  study  of  chronic  hydro- 
cephalus. When  phenolsulphonephthalein  is  injected  into  the  ven- 
tricle in  obstructive  hydrocephalus,  the  dye  does  not  appear  in  the 
cerebrospinal  fluid  obtained  from  the  lumbar  subarachnoid  space 
within  forty  minutes,  if  at  all.  In  patients  who  do  not  have  hydro- 
cephalus and  in  those  with  the  communicating  type  of  hydrocephalus, 
the  phenolsulphonephthalein  appears  promptly  (in  from  six  to  twelve 
minutes).  When  phenolsulphonephthalein  is  injected  into  the  lum- 
bar subarachnoid  space  in  communicating  hydrocephalus,  absorption 
of  the  dye  is  greatly  lessened.  Less  than  20  per  cent  is  excreted  in 
the  urine  within  two  hours,  as  compared  to  35  or  60  per  cent  in  normal 
persons.  In  obstructive  hydrocephalus,  when  the  cisternae  and  the 
meninges  are  not  affected,  absorption  is  as  prompt  as  in  normal  indi- 
viduals. In  17  cases  of  meningococcus  meningitis  communicating 
hydrocephalus  developed  in  8  patients  and  obstructive  hydrocephalus 
in  9  patients.  Ten  of  the  17  patients  died.  Two  of  the  other  7  pa- 
tients had  an  obstructive  hydrocephalus  and  improvement  followed 
promptly  after  the  introduction  of  serum  into  the  ventricles.  The 
process  in  the  4  patients  with  communicating  hydrocephalus  became 
arrested  after  treatment.  One  patient  with  communicating  hydro- 
cephalus developed  a  chronic  hydrocephalus  in  spite  of  the  intensive 
intraventricular  and  intraspinous  administration  of  serum. 

Whenever  in  the  course  of  meningitis  fluid  is  obtained  with  difficulty 
or  after  temporary  improvement  there  is  a  reappearance  of  the  symp- 
toms of  meningeal  irritation  (hyperesthesia,  vomiting,  drowsiness, 
increased  rigidity,  etc.),  or  when  in  spite  of  active  treatment  improve- 
ment does  not  occur,  an  obstruction  to  the  free  passage  of  fluid  from 
the  ventricles  and  into  the  cisternae  of  the  subarachnoid  space  is  to 
be  suspected.    This  not  only  leads  to  hydrocephalus  but  prevents 


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200  KENNETH  D.  BLACKFAN 

the  serum  when  injected  below  from  reaching  the  inflammatory 
processes  in  the  ventricles  and  over  the  surface  of  the  brain.  The 
injection  of  serum  directly  into  the  ventricles  is  then  indicated. 

INTRAVENTRICULAR  INJECTION  OF  SERUM 

The  injection  of  serum  directly  into  the  ventricles  was  first 
employed  by  Cushing  and  Sladen.  Since  then  it  has  been  in  rather 
general  use.  It  is  inadvisable  to  delay  making  use  of  this  method. 
It  should  be  resorted  to  in  severe  and  complicated  cases  much  more 
frequently  than  it  has  been  in  the  past.  Improvement  may  often 
and  often  does  follow  one  or  two  injections  of  serum  but  repeated  injec- 
tion may  be  necessary.  The  dangers  attending  ventricular  puncture 
are  insignificant;  in  children  it  is  oftentimes  much  easier  than  lumbar 
puncture.  In  infants  the  method  of  procedure  is  as  follows:  The 
patient  should  be  wrapped  in  a  blanket  and  placed  in  the  recumbent 
posture  on  a  table.  The  head  must  be  firmly  supported.  An  area 
corresponding  to  the  anterior  fontanelle  having  been  shaved  and  the 
skin  sterilized,  the  anterior  fontanelle  is  outlined  and  an  ordinary 
lumbar  puncture  needle  with  stylet  is  introduced  just  to  one  side 
of  the  mid-line  to  avoid  the  longitudinal  sinus.  The  needle  is 
pointed  in  a  direction  forward  and  slightly  outward  on  a  line  with 
the  optic  foramen,  and  is  pushed  in  to  a  depth  of  about  lj  inches 
(3  cm.).  When  the  ventricles  are  much  dilated  and  the  cerebral 
cortex  thinned,  the  needle  entering  in  almost  any  direction  will  usually 
find  fluid.  In  older  children  and  adults  the  method  of  trephining  as 
devised  by  Keen  or  Kocher  may  be  employed.  It  is  always  advisable 
to  withdraw  by  aspiration  large  quantities  of  cerebrospinal  fluid. 
Far  larger  amounts  of  serum  can  be  introduced  without  danger  into 
the  ventricle  than  by  the  intraspinous  route.  It  is  preferable  to 
enter  each  ventricle  on  alternate  days  but  in  the  cases  requiring  tre- 
phine it  has  been  our  custom  to  inject  through  a  single  opening. 
Complete  drainage  of  both  ventricles  can  be  accomplished  easily  by 
changing  the  position  of  the  head  during  the  process.  Care  should 
be  observed  when  one  opening  is  used  that  there  is  free  communica- 
tion between  the  ventricles.  Cases  have  been  reported  in  which  the 
exudate  has  blocked  the  foramina  of  Munroe  and  under  such  circum- 
stances the  serum  would  not  circulate  freely  within  the  ventricular 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  201 

cavities.  Various  surgical  procedures  having  for  their  objective 
continuous  drainage  have  been  employed  but  such  methods  offer  no 
improvement  over  the  method  of  ventricular  puncture,  with  serum 
administration  during  the  period  of  acute  symptoms. 

fjj!J>S3SS§253S§838§|lj? 


Chart  VII. 

Slight  Improvement  with  Intraspinous  Therapy  but  Immediate  Cure  when  Com- 
bined with  Intraventricular  Treatment 

OTHER  LOCATIONS  RECOMMENDED  FOR  THE  INJECTION  OF  SERUM 

The  introduction  of  fluid  in  other  locations  in  order  to  overcome 
obstruction  has  been  attempted  by  different  clinicians.  Chartier, 
Cantas,  Ravaut  and  Krolunitsky  and  Netter  have  injected  serum 


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202  KENNETH  D.   BLACKFAN 

in  the  dorsal  and  cervical  regions.  Punctures  of  the  subarachnoid 
space  in  these  locations  were  followed  in  some  of  their  patients  by 
convulsions.  A  patient  so  treated  by  Cantas  recovered-  Cazamian 
treated  three  patients  by  the  injection  of  serum  through  the  orbifco- 
sphenoidal  route.  One  patient  recovered.  The  technique  of  sphe- 
noidal puncture  is  as  follows:  A  pointed  trocar  and  cannula  is  intro- 
duced at  a  point  2  mm.  from  the  supraorbital  notch,  the  trocar  is 
then  pushed  slightly  upwards  and  inward  to  reach  the  bony  vault 
of  the  orbit.  The  pointed  trocar  is  withdrawn  and  a  blunt  one  sub- 
stituted. By  a  little  probing  the  most  external  portion  of  the  sphe- 
noidal fissure  is  reached.  A  fibrous  membrane  is  pierced.  The 
trocar,  the  inner  end  of  which  is  in  contact  with  the  base,  is  then 
withdrawn  and  cerebrospinal  fluid  escapes.  Serum  is  then  injected 
through  the  cannula  left  in  position. 

Wegeforth  and  co-workers  have  used  the  space  between  the  occi- 
put and  atlas  to  obtain  cerebrospinal  fluid  from  animals  and  believe 
that  it  may  readily  be  used  in  man.  They  state  that  by  this  proce- 
dure specific  therapy  could  be  given  more  efficiently  in  early  meningitis 
and  indicate  that  it  should  prove  of  value  in  reaching  the  upper 
fluid  reservoirs  of  the  central  nervous  system  when  the  spinal  sub- 
arachnoid space  is  blocked.  At  the  present  time  the  method  is 
the  most  satisfactory  that  has  been  devised  when  there  is  obstruction 
and  when  for  any  reason  serum  cannot  be  injected  directly  into  the 
ventricles.  Whether  it  has  an  advantage  over  the  ventricular  route 
remains  to  be  determined. 

In  the  chronic  form  of  hydrocephalus  after  adhesions  have  taken 
place  and  when  viable  organisms  cannot  be  demonstrated,  the  proc- 
ess cannot  be  further  influenced  by  the  injection  of  antimeningococcus 
serum.  In  the  communicating  type  of  hydrocephalus  repeated 
lumbar  puncture  may  be  tried  in  the  hope  that  the  removal  of  large 
amounts  of  cerebrospinal  fluid  at  regular  intervals  will  retard  the 
further  development  of  the  hydrocephalus  until  an  equilibrium  between 
the  production  of  cerebrospinal  fluid  and  its  absorption  is  established. 
Although  this  does  take  place  in  a  small  percentage  of  cases,  re- 
peated lumbar  puncture  should  only  be  tried  temporarily,  as  perma- 
nent relief  by  more  radical  surgical  methods  cannot  be  expected  if 
the  hydrocephalus  has  reached  an  advanced  degree.    In  obstructive 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  203 

hydrocephalus  eariy  surgical  interference  is  indicated.  Operative 
measures  for  the  relief  of  chronic  hydrocephalus  heretofore  have  been 
uniformly  unsuccessful.  It  is  hoped  that  by  the  methods  devised 
by  Dandy  successful  results  will  be  secured  for  the  reKef  of  this  other- 
wise hopeless  sequela  of  meningococcus  meningitis. 

OTHER  COMPLICATIONS  AND  SEQUELAE  OP  MENINGITIS 

To  those  who  have  had  experience  with  meningitis  before  and 
after  the  introduction  of  serum  treatment,  it  is  very  evident  that  by 
serum  treatment  the  complications  and  serious  sequelae  have  been 
greatly  reduced.  Statistics  bear  this  out.  Recovery  in  the  great 
majority  of  cases  treated  is  complete.  Flexner  states  that  formerly 
there  were  sequelae  in  about  20  or  25  per  cent  of  the  25  per  cent  of 
patients  that  recovered  from  meningococcus  meningitis.  In  the 
recent  epidemics  with  serum  treatment  they  have  been  reduced  to 
about  6  per  cent. 

\V0r3ter-Dr0ught  and  Kennedy  have  collected  the  more  serious 
sequelae  which  have  occurred  in  120  patients  from  two  months  to 
one  year  after  recovery.    Their  summary  follows: 


Strabismus.... 2 

Blindness 1 

(One  eye) 
Monoplegia 1 

(Function  restored  7  months  after  recovery) 
Hemiplegia 2 

(Function  restored  7}  months  after  recovery) 

True  neurasthenia 4 

Deafness 2 

Deaf ness  partial 1 

Of  94  patients  in  military  service  11  were  discharged  because  of  the 
following  sequelae: 

cases 

Neurasthenia 5 

Deafness 2 

Strabismus 1 

Blindness 1 

Residual  weakness  of  1  foot  after  hemiplegia 1 

Persistent  pain  in  htmbar  region  on  exertion 1 


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204  KENNETH  D.  BLACKFAN 

According  to  Flexner's  figures  in  the  preserum  period  deafness  was 
found  in  12  to  33  per  cent  of  the  cases  recovering.  Among  the  serum 
treated  cases  it  occurs  in  only  3.5  per  cent.  Deafness  of  central 
origin  resulting  from  meningococcus  meningitis  is  an  early  symptom 
and  when  it  occurs  it  is  almost  always  permanent.  It  is  not  influenced 
by  treatment. 

Eye  complications  are  less  frequent  and  take  the  form  of  a  con- 
junctivitis, a  severe  uveitis,  panophthalmitis  and  oJ>tic  atrophy. 
Four  to  6  per  cent  of  the  cases  formerly  developed  eye  complications. 
In  Flexner's  series  the  incidence  was  only  1  per  cent.  Uveitis  may 
be  and  usually  is  followed  by  a  panophthalmitis.  As  loss  of  vision 
is  the  usual  sequel,  the  drastic  method  of  the  early  intravitreous  in- 
jection of  serum  has  been  advised.  Netter  reports  two  cases  in 
which  this  was  followed  by  improvement  and  the  preservation  of 
sight.  Optic  atrophy  resulting  from  hydrocephalus  is  permanent 
and  incurable. 

Arthritis  as  a  complication  of  meningococcus  meningitis  has  been 
recognized  for  many  years.  Herrick  and  Parkhurst  and  Sainton  have 
recently  reported  series  of  cases  of  arthritis  which  they  have  observed 
in  recent  epidemics.  They  found  that  arthritis  not  only  might  be 
associated  with  meningitis  butitmight  be  associated  with  meningococ- 
caemia  apart  from  a  meningitis.  A  distinction  has  to  be  made  be- 
tween the  arthritis  resulting  from  meningococcus  infection  and  that 
which  occurs  with  serum  sickness.  Symptoms  of  arthritis  depending 
upon  an  infection  may  occur  at  the  onset  of  the  disease  or  they  may 
appear  as  late  as  the  fifth  or  sixth  day.  The  swelling  may  be  great 
but  there  is  always  a  striking  disproportion  between  the  amount  of 
swelling  and  the  other  signs  of  inflammation,  redness  and  pain,  etc. 
Cure  is  usually  spontaneous.  The  injection  of  serum  directly  into 
the  joint  in  severe  cases  has  been  advised. 

In  the  subacute  and  chronic  stages  of  meningococcus  meningitis, 
a  secondary  bronchopneumonia  frequently  occurs  as  a  terminal  event. 
Most  frequently  it  is  due  to  the  pneumococcus,  streptococcus  or 
staphylococcus  aureus.  It  is  not  unusual  to  recover  the  meningococcus 
from  the  sputum  and  from  the  lungs  postmortem  in  such  cases.  That 
the  meningococcus  may  produce  a  fatal  pneumonia  has  also  been 
recognized.    Holm  and  Davison,  as  the  result  of  their  studies  of  pneu- 


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TREATMENT  OP  MENINGOCOCCUS  MENINGITIS  205 

monia  in  France  found  that  the  meningococci  present  in  the  lungs  in 
cases  of  meningococcus  pneumonia  were  essentially  the  same  type  of 
organisms  as  those  present  in  the  cerebrospinal  fluid.  They  showed 
that  the  organism  may  produce  either  a  lobular  or  a  lobar  pneumonia 
with  or  without  a  meningitis.  Treatment  with  serum  intravenously 
or  with  vaccines  should  be  tried  in  such  cases. 

Other  complications  such  as  pericarditis,  myocarditis,  endocarditis, 
pyelitis,  tystitis,  paralyses,  etc.,  are  to  be  treated  according  to  the 
usual  methods. 

In  the  convalescent  period  of  meningococcus  meningitis  various 
symptoms  may  appear.  These  are  paralyses,  irritability,  pain, 
weakness  and  stiffness  of  the  back,  mental  impairment,  neurasthenia, 
etc.  There  is  often  awkwardness  in  walking  and  even  paralysis  of 
the  bladder  and  rectum  have  been  reported.  Much  attention  has 
been  directed  to  these  symptoms  since  the  introduction  of  serum 
treatment.  It  has  been  considered  by  some  authors  that  these  symp- 
toms are  the  direct  result  of  the  repeated  lumbar  punctures  and  the 
injection  of  antimeningococcus  serum.  Whether  they  are  or  whether 
they  are  sequels  of  the  disease  itself  it  is  hard  to  determine.  Some 
writers  have  maintained  that  lesions  of  the  cauda  equina  are  respon- 
sible for  many  of  the  symptoms.  Worster-Drought  and  Kennedy 
carefully  examined  120  patients  who  had  recovered  from  meningitis 
for  evidences  of  such  lesions.  The  number  of  punctures  which  had 
been  performed  on  the  patients  varied  from  four  to  thirty-five.  In 
no  case  were  there  any  areas  of  anesthesia  corresponding  to  the  dis- 
tribution of  the  fourth  and  fifth  sacral  nerves.  Worster-Drought 
and  Kennedy  believe  that  pain  and  weakness  in  the  back  are  a  sequel 
of  the  disease  and  are  not  dependent  on  the  punctures  and  admin- 
istration of  serum.  Fortunately  the  symptoms  that  have  been 
described  are  relatively  rare.  They  are  more  common  with  adults 
than  with  children.  They  may  disappear  early  in  convalescence 
or  they  may  persist  for  weeks  or  months.  Recovery  is  usually 
complete. 

SERUM  DISEASE 

The  manifestations  of  serum  disease  in  general  that  follow  the 
injection  of  antimeningococcus  serum  are  much  the  same  as  those 


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206  KENNETH  D.  BLACKTAN 

that  follow  the  injection  of  any  therapeutic  sera  made  by  immun- 
izing horses.  It  was  believed  at  one  time  that  the  manifestations 
were  more  frequent  after  the  intraspinous  injection  than  after  the 
intramuscular  or  subcutaneous;  injection  of  serum  but  RoUeston  and 
Kerr  are  of  the  opinion  that  this  has  not  been  proven.  The  incidence 
of  serum  sickness  is  influenced  by  the  source  of  the  serum  as  it  is 
weH  known  that  serum  from  some  horses  is  more  apt  to  provoke 
serum  sickness  than  that  from  others.  The  amount  of  serum  injected 
may  have  some  influence  upon  the  incidence  of  serum  sickness. 
Longcope  and  Rackemann  believe  that  the  smaller  the  amount  of 
serum  the  less  frequent  and  severe  the  reactions.  Judging  from 
clinical  experience,  however,  there  seems  to  be  no  constant  relation 
between  the  incidence  of  serum  disease  and  the  amount  of  serum 
injected  at  one  dose  or  the  total  amount  used  in  the  treatment  of  a 
patient.  The  symptoms  usually  appear  from  the  7th  to  the  10th 
day  after  the  first  dose  of  serum,  although  they  may  appear  earlier 
or  later  than  this.  The  commonest  symptom  to  appear  is  an 
urticarial  or  erythematous  rash  and  with  its  appearance  there  may 
be  an  initial  rise  in  temperature.  In  many  cases  joints  become  red, 
swollen  and  tender  and  even  an  effusion  into  the  joint  may  take 
place.  There  are  muscular  pains  especially  in  the  back.  Edema  of 
the  face  and  tongue  and  of  the  penis  and  the  scrotum  may  develop. 
Inasmuch  as  the  meningeal  symptoms  are  often  intensified  during 
serum  sickness,  care  must  be  taken  not  to  mistake  the  recrudescence 
of  meningeal  symptoms  due  to  a  serum  disease  for  a  recrudescence  of 
the  meningitis.  When  in  doubt  as  to  a  differentiation  between  them, 
the  safest  procedure  is  to  make  a  lumbar, puncture  and  examine 
the  cerebrospinal  fluid  for  meningococci.  In  many  of  the  patients 
the  symptoms  are  so  mild  that  treatment  is  not  necessary.  In  the 
more  severe  reactions  with  itching  of  the  skin,  the  local  application 
of  sodium  bicarbonate  solution,  a  1  per  cent  menthol  solution  or 
calamine  lotion  often  affords  relief  but  sedatives  sometimes  are 
required  for  the  itching  and  it  is  frequently  necessary  to  give  them 
for  the  pain  which  accompanies  arthritis.  The  hypodermic  admin- 
istration of  adrenalin  in  full  doses  often  will  cause  the  edema  and 
urticaria  rapidly  to  disappear. 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS  207 

ANAPHYLAXIS 

Although  a  primary  injection  of  serum  does  not  always  sensitize 
an  individual,  symptoms  of  anaphylaxis  do  occur  in  about  75  per 
cent  of  the  patients  if  they  receive  serum  at  such  intervals  that  a 
week  or  more  elapses  between  doses.  The  symptoms  may  be  as 
mfld  as  those  txxurring  in  serum  sickness,  or  they  be  very  severe  and 
alarming.  There  may  be  an  universal  urticaria  or  a  marked  edema 
especially  of  the  mouth,  ears,  eyes  and  larynx.  The  patient  may 
become  cyanosed  with  great  respiratory  distress.  The  temperature 
is  often  elevated.  As  a  rule  the  symptoms  gradually  subside  but 
marked  prostration  is  apt  to  continue  for  several  days.  The  severe 
reactions  may  occur  after  a  short  latent  period  of  time  or  they  may 
come  on  immediately  (Goodall) .  Fatal  results  following  the  injection 
of  serum  are  rare.  Most  of  the  cases  reported  have  been  in  indi- 
viduals who  were  hypersensitive  to  protein  such  as  those  who  have 
suffered  from  asthma  or  in  people  with  the  habitus  known  as  status 
thymicolymphaticus.  In  such  patients  a  death  almost  always 
occurs  immediately  following  the  first  injection  of  serum. 

A  patient  who  is  sensitive  to  foreign  protein  or  who  has  shown 
symptoms  of  anaphylaxis  at  a  preceding  injection  should  always  be 
desensitized  before  the  reactivating  therapeutic  dose  is  administered. 
This  may  be  done  by  diluting  5  cc.  of  serum  with  SO  cc.  of  normal 
saline  solution  and  injecting  intravenously  small  amounts  (1  to  25 
cc.  of  the  dilution)  slowly  at  intervals  over  a  period  of  fifteen  minutes. 
Fifteen  minutes  after  the  last  injection  the  full  dose  may  safely  be 
administered.  At  any  time  during  the  administration  of  serum, 
if  symptoms  of  anaphylaxis  appear,  the  injection  should  be  discon- 
tinued. The  attempt  may  be  repeated  later  after  desensitization. 
The  alarming  symptoms  are  combated  by  epinephrin  1:1000  solu- 
tion, 5  to  20  minijns  and  atropin  grains  t$V  to  rhr  injected  intramuscu- 
larly or  intravenously.  Whenever  serum  is  being  administered  these 
solutions  should  be  ready  for  immediate  use  in  case  symptoms  of 
anaphylaxis  develop. 

INFLUENCE  OF  SERUM  THERAPY  ON  THE  DISEASE 

Statistics  which  show  the  effect  of  the  serum  treatment  of  menin- 
gitis in  comparison  with  the  results  of  preserum  treatment  are  striking. 


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208 


KENNETH  D.  BLACKFAN 


Jochmann  in  1906  had  a  death  rate  of  27  per  cent  as  compared  with 
53  per  cent  in  the  untreated  cases;  Kolle  and  Wassermann  in  1907 
reported  a  mortality  of  47.3  per  cent  in  serum  treated  cases.  Levy 
had  a  mortality  of  16.2  per  cent  and  21.7  per  cent  in  two  epidemics 
and  Flexner  and  Jobling  reported  a  mortality  of  25  per  cent  in  393 
cases.  When  it  is  remembered  that  the  average  mortality  of  meningo- 
coccus meningitis  untreated  by  serum  was  from  60  to  80  per  cent 
whereas  the  average  mortality  for  three  years  following  serum  therapy 
was  36  per  cent,  the  benefits  from  the  serum  can  readily  be  appre- 
ciated. The  following  table  of  statistics  compiled  by  various  ob- 
servers illustrates  the  mortality  rate  before  serum  treatment  com- 
pared with  that  following  its  use.  These  figures  leave  no  doubt  as 
to  the  effectiveness  of  this  form  of  treatment. 


AUTHOR 

CASES  BLEATED 
WITH  SERUM 

8ERUM  USED 

SERUM  TREATED 
MORTALITY 

CASES  MOT  TREATED 

WITH 
SERUM  MORTALITY 

Flexner 

1300 
100 
300 
402 
165 

2280 

Flexner  *s 
Flexner  *s 
Flexner 's 
Dopter's 
Kolle- 

Wassermann 
Flexner's 

30.9 

28.0 
30.0 
16.4 

18.4 
37.0 

70 

Netter 

49 

Robb 

72 

Dopter 

65 

Levy 

Steiner 

52 
77 

So  far  as  the  benefits  of  serum  treatment  are  shown,  one  need  not 
look  further  than  the  figures  which  are  given  above. 

The  beneficial  results  of  the  serum  are  particularly  apparent  in 
the  results  obtained  with  small  infants.  Children  under  two  years 
of  age  without  serum  almost  always  died  and  the  mortality  in  those 
under  a  year  was  nearly  100  per  cent.  While  meningitis  is  still  most 
fatal  in  young  children,  a  considerable  number  of  infants  may  be 
saved,  even  some  as  young  as  three  months  of  age.  Seventy-eight 
patients  under  two  years  of  age  with  meningococcus  meningitis  have 
been  treated  in  this  clinic  and  the  mortality  has  been  52  per  cent. 
Furthermore  with  serum  treatment  the  number  of  complications 
and  sequelae  has  been  greatly  lessened  as  has  been  pointed  out. 

The  mortality  even  with  serum  therapy  is  likely  to  vary  greatly 
in  different  epidemics  and  at  different  times  in  the  same  epidemic. 


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TREATMENT  OF  MENINGOCOCCUS  MENINGITIS 


209 


Early  in  epidemics  there  are  a  larger  number  of  fulminating  cases  than 
at  the  close  and  the  virulence  of  the  infection  tends  to  subside  and 
to  be  least  in  sporadic  cases.  For  these  reasons  the  mortality  even 
with  serum  treatment  is  apt  to  be  high  at  the  beginning  of  the  epi- 
demics. The  duration  of  the  disease  before  treatment  is  begun  has  a 
great  influence  upon  the  mortality.  This  has  been  the  experience  of 
all  observers  as  shown  in  the  following  chart: 

Mortality  per  cent  compared  with  day  of  beginning  therapy 


DAY 

TLEXNER 

NETTER 

DOPTER 

CHR1ST- 
MANOS 

LEVY 

FLACK 

Before  3 

percent 
18 
27 
36 

percent 

7 
11 
23 

percent 
8 
14 
24 

percent 
13 
25 
47 

percent 
13 
29 
28 

percent 
9 

From  4to7 

After  7 

50 

Finally  the  factor  which  has  the  greatest  influence  on  the  mortality 
of  meningococcus  meningitis  is  the  potency  of  the  serum  employed. 
During  1914  to  1915  when  meningococcus  meningitis  appeared  among 
the  armed  forces  of  Great  Britain,  the  results  of  serum  treatment 
were  so  unsatisfactory  that  a  number  of  workers  were  inclined  to 
believe  that  as  much  benefit  was  obtained  from  lumbar  puncture 
alone  as  by  the  use  of  serum.  Foster  and  Gaskell  in  their  monograph 
on  cerebrospinal  fever  not  only  advocate  lumbar  puncture  as  the 
only  reliable  therapeutic  procedure  but  suggest  that  the  injection  of 
serum  may  even  do  harm.  Many  of  the  cases  were  not  treated  suffi- 
ciently early  and  the  dosage  of  the  serum  and  frequency  with  which 
it  was  administered  varied  within  wide  limits.  It  was  then  shown 
that  the  quality  of  the  serum  was  of  low  standard  and  its  potency 
practically  nil  owing  to  the  fact  that  the  strains  of  meningococci 
causing  the  infection  were  not  used  in  the  preparation  of  the  serum. 
Later  when  a  serum  was  employed  which  contained  all  the  types  of 
the  organism  criticism  of  the  effectiveness  of  antimeningococcus  serum 
ceased.  In  the  first  year  of  the  war  the  mortality  in  serum  treated 
cases  was  61  per  cent.  In  the  following  years  when  a  properly  pre- 
pared and  standardized  serum  was  used,  it  was  about  27  per  cent. 
This  experience  has  demonstrated  that  the  commercial  manufacturer 
cannot  be  permitted  to  determine  the  method  of  preparation  and 
choose  his  own  standard  of  potency. 


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210  KENNETH  D.  BLACKFAN 

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THE  ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA 

HANS  ZINSSER 
New  York 

TABLE   07  CONTENTS 

Introduction 213 

Historical  r&ume' 215 

Clinical  course  of  influenza '. 217 

Etiology  of  influenza 223 

Former  epidemics 223 

Carriers 230 

Recent  epidemic  of  1918 232 

The  bearing  of  serological  evidence  on  etiology 247 

Vaccination 251 

Inoculation  experiments 253 

Filtrable  virus 258 

Summary 264 

Epidemiology  of  influenza 268 

Former  epidemics 268 

Manner  of  transmission  of  influenza 271 

Onset  of  epidemics  of  influenza 277 

Secondary  outbreaks 280 

The  origin  of  epidemics  of  influenza,  with  particular  reference  to  the  origin  and 

course  of  the  last  pandemic  outbreak 285 

Course  of  the  pandemic  of  191 8 : 291 

The  problem  of  immunity  in  influenza 296 

Fluctuations  of  virulence,  and  epidemiology 299 

Summary 303 

References 304 

INTRODUCTION 

The  etiological  and  epidemiological  problems  of  no  disease  can  be 
intelligently  discussed  until  we  can  precede  discussion  with  a  clear  cut 
definition  of  the  disease  itself.  In  infectious  diseases  like  smallpox, 
scarlet  fever,  measles,  diphtheria,  and  pneumonia,  investigation  is 
sure  to  deal  with  a  material  which  is  amenable  to  reliable  selection  on 
clinical  grounds.  In  the  case  of  influenza  it  is  the  difficulty  of  sharply 
defining  the  disease,  which  has  been,  and  still  is,  at  the  bottom  of  the 
confusion  prevailing  in  research.    Whenever  widespread  epidemics 

213 

UBDionra,  vol.  i,  mo.  2 


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214  HANS  ZINSSER 

of  so-called  "catarrhal  fever"  have  swept  over  large  sections  of  the 
world,  the  epidemic  characteristics  in  themselves,  as  well  as  a  certain 
regularity  of  onset,  sequence  and  similarity  of  course,  have  sufficiently 
indicated  the  basic  identity  of  the  cases.  It  has  been  clearly  recog- 
nized, however,  that  except  at  the  very  beginnings  of  every  epidemic, 
clinical  manifestations  have  been  dominated  by  the  complications, 
rather  than  by  the  original  infection.  And  these  complications,  in 
their  localizations,  pathology  and  bacteriology  have  been  subject  to 
wide  variations.  For  these  reasons  the  diagnosis  of  influenza  made 
upon  isolated  cases  of  respiratory  infection  at  times  when  no  epidemic 
prevailed,  has  been  admittedly  more  a  clinical  surmise  than  a  scientif- 
ically formulated  conclusion.  This  has  been  clear  to  well  trained 
physicians  for  many  years,  and  the  term  "influenza"  has  been  used 
by  them  during  interepidemic  periods  as  a  term  of  clinical  convenience, 
to  characterize  conditions  ranging  in  seriousness  from  severe  coryza, 
with  systemic  symptoms,  to  fatal  lobular  pneumonia.  It  may  well  be 
that  many  of  these  cases  have  had  a  specific  influenzal  basis,  and  rep- 
resent the  smouldering  embers  from  which  the  flames  of  new  epide- 
mics are  lighted,  but  there  is  no  way  at  the  present  time  of  being  sure 
of  this  in  individual  cases. 

It  would  be  a  relatively  simple  matter  if  we  could  base  the  diag- 
nosis of  true  influenza  upon  the  isolation  of  Pfeiffer  bacilli,  just  as 
we  determine  the  diagnosis  of  diphtheria  by  the  isolation  of  the 
Klebbs-Loeffier  bacillus.  But  for  reasons  which  will  become  clear 
presently,  this  cannot  be  done.  For,  even  through  the  Pfeiffer 
bacillus  should  eventually  prove  to  be  the  specific  etiological  factor 
in  influenza,  it  is  still  so  frequent  as  a  complicating  agent  in  other 
respiratory  infections,  or  perhaps  as  a  symbiant  in  the  upper  air 
passages  of  normal  individuals,  that  its  mere  presence  in  the  secretions 
of  a  catarrhally  inflamed  mucosa,  does  not  characterize  the  infection 
etiologically. 

The  relationship  of  this  bacillus  to  the  disease  presents  a  problem  of 
great  complexity  and  of  many  uncertainties  which  will  be  discussed 
more  extensively  below.  Before  we  can  proceed  to  this,  however,  it 
will  be  necessary  to  specify  more  precisely  just  what  we  believe  should 
be  the  proper  characterization  of  uncomplicated  influenza  in  a  clinical 
sense.    For  unless  this  is  clear  it  will  be  impossible  to  determine 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  215 

whether  bacteriological  or  other  etiological  investigations  have  dealt 
with  the  disease  itself  or  with  one  or  another  of  the  manifold 
complications. 

HISTORICAL  k£sUM£ 

In  the  older  works  many  accurate  descriptions  of  uncomplicated 
influenza  are  available.  Huxham  writing  of  the  epidemic  which 
occurred  in  Plymouth  in  the  first  half  of  the  eighteenth  century,  de- 
scribes the  disease  as  one  of  very  sudden  onset,  chilliness  and  fever, 
usually  lasting  about  four  days,  and  rarely  ending  fatally.  He  men- 
tions catarrhal  inflammations  of  the  nose  and  throat,  and  the  fre- 
quent occurrence  later  in  the  disease,  of  a  cough,  but  lays  stress  not 
upon  these  catarrhal  symptoms,  but  rather  upon  the  suddenness  of 
onset,  the  fever,  the  short  duration  and  the  low  mortality.  Arbuth- 
not  in  1732  speaks  of  a  remarkable  uniformity  of  symptoms,  "a  small 
rigor  or  chilliness,  succeeded  with  fever  of  a  duration  seldom  above 
three  days."  He  says,  "this  disease  was  not  in  itself  mortal,  but  it 
swept  away  a  great  many  of  poor,  old  and  consumptive  people." 
Thompson  in  his  Annals  of  Influenza  (London,  1852)  summarizes 
the  clinical  manifestations  by  laying  stress  upon  the  sudden  feverish 
onset,  chilliness,  and  pains  in  the  neck,  back  and  loins,  suffusion  of 
the  eyes;  coryza  and  bronchitis  are  mentioned  as  later  developments. 
Most  of  these  writers,  more  especially  Thompson,  recognized  the 
inflammations  of  the  bronchi,  pleura,  and  lungs  as  probable  complica- 
tions frequently  present,  but  not  as  uniformly  characteristic  as  the 
fever,  pains,  an!d  the  prostration  which  was  often  extreme  without 
sufficient  apparent  reason  in  any  discoverable  lesions.  It  is  interest- 
ing to  note  that  these  early  writers  described  an  intestinal  form. 
Thompson  speaks  of  it  as  follows:  "When  the  lungs  are  not  materially 
affected,  the  force  of  the  morbid  influence  is  in  some  instances  directed 
to  the  bowels,  producing  pain  and  tenderness  of  the  abdomen,  and 
diarrhea,  with  mucous  or  dysenteric  evacuations." 

Leichtenstern  described  "typical  influenza"  as  follows  (we  translate 
literally): 

Typical  influenza  consists  in  a  sudden  fever  which  is  initiated  by  a  chill 
or  frequent  chilly  sensations,  and  lasts  from  one  to  several  days,  is  associated 
with  severe  headache,  especially  in  the  frontal  regions,  vertigo,  pain  in  the 


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216  HANS  ZINSSER 

back  and  legs,  disproportionately  severe  prostration,  and  loss  of  appetite. 
After  ten  to  twelve  hours  perspiration  ensues,  and  in  twenty-four  to  forty- 
eight  hours  the  fever  has  usually  subsided  in  many  of  the  patients,  leaving 
them  with  great  weakness  and  with  pains  in  the  muscles  and  joints  which 
disappear  within  a  few  days. 

In  almost  all  of  the  patients  in  whom  the  onset  is  violent  there  is  an 
immediately  apparent  diminution  of  urine.  Many  of  the  sick  may  not  void 
more  than  200  to  300  cc.  of  urine  in  twenty-four  to  tbirty-six  hours,  and 
with  this  there  is  often  constipation.  Many  may  show  an  enlargement 
of  the  spleen. 

By  the  third  or  fourth  day  as  the  patients  recover,  the  constipation  is 
relieved,  the  urine  becomes  more  plentiful,  the  albumin  disappears,  and 
the  splenic  enlargement  recedes. 

This  is  the  classical  picture  of  influenza  as  Leichtenstern  sets  it 
down  in  the  summarizing  paragraphs  at  the  beginning  of  his  clinical 
chapter.  He  adds  that:  "symptoms  of  catarrhal  inflammations  of 
the  respiratory  passages  and  especially  of  the  nasopharynx  often 
supervene  upon  the  manifestations  described  above,  an  occurrence 
which  is  perfectly  natural  in  view  of  the  localization  of  the  influenza 
bacilli."  Although,  therefore,  he  does  not  make  the  direct  statement, 
he  implies  that  he  considers  the  catarrhal  inflammations  as  probably 
incidental. 

It  is  a  singular  fact  that,  in  spite  of  these  and  other  accurate  de- 
scriptions of  uncomplicated  influenza,  published  since  the  time  of 
Sydenham,  the  disease  has  usually  escaped  general  recognition  in 
epidemics  until  complications  have  become  frequent. 

Thus,  Heyfelder,  who  observed  the  beginnings  of  the  1889  epidemic 
in  Russia  and  the  East  writes  of  "Sibirisches  Fieber,"  which  was  at 
first  looked  upon  as  malaria  owing  to  the  apparently  complete  absence 
of  the  complicating  lesions  habitually  associated  in  our  minds  with 
influenza.  Of  particular  interest  is  his  statement:  "Auch  fehlten  bei 
den  meisten  die  Katarrhalischen  Affektionen  der  Respirations- 
Organen."  When  the  disease  appeared  in  Petrograd,  in  November, 
Heyfelder  found  that  it  corresponded  accurately  to  the  descriptions 
of  an  epidemic  of  "Dengue  fever"  which  was  said  to  have  been  prev- 
alent in  Constantinople  during  the  preceding  September. 

The  recent  pandemic  furnishes  many  similar  examples  of  early 
confusion.    When  the  disease  first  appeared  at  Camp  Oglethorpe, 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  217 

Georgia,  in  March  1918,  its  precise  nature  was  long  undetermined 
though  its  similarity  to  influenza  was  recognized.  Vaughan  and 
Palmer  writing  of  this  outbreak  say;  "The  identity  of  the  disease 
has  not  been  positively  determined  after  nearly  a  month  of  obser- 
vation;" and  again  they  speak  of  it  "as  a  disease  with  a  strong 
resemblance  to  influenza."  In  Italy  Sampietro  suggested  Sandfly 
fever,  a  thought  which  seems  to  have  occurred  to  a  number  of  British 
writers,  and  which  led  us,  as  well,  to  make  a  brief  study  of  prevailing 
insects  upon  our  first  contact  with  the  epidemic  at  Chaumont  in  May, 
1918.  Wherever  the  disease  was  first  seen  during  the  spring  and 
summer  of  1918  it  was  characterized  by  explosive  suddenness  of  onset, 
and  an  enormous  morbidity  in  individual  groups  within  a  few  days; 
but  it  was  mild  in  nature,  with  little  or  no  mortality,  rare  complica- 
tions and  so  few  of  the  catarrhal  symptoms  usually  associated  with 
clinical  conceptions  of  influenza  that  those  that  did  occur  were  not 
always  regarded  as  characteristic  manifestations  of  the  "new  disease." 
Many  of  the  earlier  reports  received  in  the  spring  of  1918,  therefore, 
were  unanimous  in  agreement  with  the  typical  description  of  Leich- 
tenstern.  These  made  later  in  the  year  began  progressively  to  em- 
phasize the  greater  frequency  of  mild  or  severe  inflammatory  processes 
in  the  upper  air  passages.  Fortunately  placed  observers  could  follow 
with  considerable  clearness  the  gradual  transformation  of  the  clinical 
types  encountered  in  successive  outbreaks,  from  the  mild  "three-day 
fever"  of  early  spring  to  the  grave  respiratory  illness  of  autumn. 
But  there  was  still  in  the  minds  of  a  considerable  number  of  people 
some  question  as  to  the  basic  identity  of  the  early  mild  cases,  and  the 
severe  epidemic  bronchopneumonias  of  October  and  November. 

CLINICAL  COURSE  OF  INFLUENZA 

It  will  be  useful  to  discuss  briefly  the  early  cases  as  we  saw  them 
during  the  Chaumont  epidemic,  not  because  the  observations  made 
there  add  much  that  is  new  from  a  clinical  point  of  view,  but  because 
they  will  remove  any  possible  ambiguity  concerning  our  conception 
of  influenza  in  its  pure  uncomplicated  form. 

As  far  as  we  can  judge,  the  little  outbreak  at  headquarters  was 
typical  of  the  first  advent  of  epidemic  influenza  in  many  places.  The 
population  of  the  town,  at  the  time,  consisted  of  a  large  office  per- 


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218  HANS  ZINSSER 

sonnel  attached  to  the  military  administration,  scattered  as  to  billets 
and  places  of  work;  of  military  units  living  in  barracks  and  eating  at 
common  misses;  and  of  the  townspeople.  The  epidemic  descended 
upon  individual  military  units  with  the  suddenness  of  a  storm,  strik- 
ing a  considerable  percentage  of  the  men,  perhaps  most  of  the  sus- 
ceptible material,  within  less  than  a  week,  and  ending  almost  as 
abruptly,  with  only  a  few  isolated  cases  trailing  behind.  Among  the 
more  scattered  office  workers  and  among  the  townspeople  it  was 
disseminated  more  gradually  and  trailed  along  for  a  longer  period. 

These  early  cases  were  clinically  so  uniform  that  a  diagnosis  could 
be  made  from  the  history  alone.  The  onset  was  almost  uniformity 
abrupt.  Typical  cases  would  become  ill  suddenly  during  the  night 
or  at  a  given  hour  in  the  day.  A  patient  who  had  been  perfectly 
well  on  going  to  bed,  would  suddenly  awake  with  a  severe  headache, 
chilliness,  malaise  and  fever.  Others  would  arise  feeling  perfectly 
well  in  the  morning,  and  at  some  time  during  the  day  would  become 
aware  of  headache  and  pains  in  the  somatic  muscles.  Occasionally 
there  was  nausea.  A  few  of  the  patients  could  state  fjie  exact  hour 
at  which  they  were  taken  ill.  •  One  of  them  became  suddenly  ill 
at  the  moment  at  which  he  was  stepping  into  line  for  inspection. 
Another  was  taken  ill  while  standing  guard,  and  again  another  while 
being  shaved.  There  were  of  course  some  cases  in  which  the  onset 
was  more  gradual,  but  our  personal  impression  is  that  the  sudden 
onset  was  the  characteristic  one,  the  more  gradual  one,  the  less  usual 
or  modified. 

The  typical  course  of  these  cases  may  be  exemplified  by  that  of 
J.  T.  W.,  a  draftsman  attached  to  the  29th  Engineers.  He  was 
perfectly  well  until  May  20,  working  regularly,  his  bowels  and  appe- 
tite normal,  considering  himself  healthy.  On  May  21,  at  4:30  a.m. 
he  awoke  with  a  severe  headache.  He  arose,  forced  himself  to  eat 
breakfast  and  tried  to  go  to  work.  He  began  to  feel  feverish  and 
chilly.  At  the  same  time  his  headache  became  worse,  with  pains 
in  the  back,  and  burning  in  the  eye  balls.  At  2  p.m.  he  reported  sick, 
and  was  taken  to  the  hospital  with  a  temperature  of  102.8°.  At 
midnight  his  temperature  dropped  to  101.6°,  and  came  down  to  nor- 
mal by  noon  of  May  22.    As  he  recovered  he  developed  a  slight  sore 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  219 

throat,  great  soreness  of  the  legs  and  a  very  slight  cough.    He  recov- 
ered completely  within  a  few  days. 

These  cases  with  a  few  exceptions  developed  no  rashes.  One  or 
two  of  them  had  blotchy  red  eruptions  which  we  felt  incompetent  to 
characterize  dermatologically.  The  leucocyte  counts  ranged  from 
5000  to  9000.  A  very  few  went  above  this.  Sometimes  there  was  a 
relative  increase  of  lymphocytes,  but  this  was  by  no  means  regular. 
The  few  spinal  fluids  that  were  examined  were  normal.    As  to  en- 


Fig.  1.    J.  T.  W.    Company  H.,  29ih  Engineers1 

Draughtsman.  Perfectly  well  Monday,  May  20.  Woke  up  Tuesday,  4:50  aon.  with 
violent  headache.  Got  up  and  ate  a  little  breakfast  and  went  to  work,  then  began  to  feel 
feverish  and  chilly.  Pain  in  back  and  headache  and  pain  in  eyes  (burning),  slight  cough 
and  pain  in  legs.  Reported  sick  2:00  p.m.  Since  arrival  in  hospital  cough  worse  and 
slight  sore  throat. 

largement  of  the  spleen,  we  can  say  nothing  definitely.  Although 
we  looked  for  spleens  and  failed  to  find  enlargements,  we  are  not 
willing,  in  view  of  our  limited  clinical  habits,  to  say  that  they  could 
not  have  been  felt  by  more  experienced  men. 

1  These  charts  are  taken  from  the  report  of  Major  Hans  Zinsser,  to  the  Chief  Surgeon, 
A.  £.  F.,  May  31,  1918.  Blocked  spaces  indicate  night  periods  in  this  and  following 
charts. 


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We  add  a  few  typical  charts. 


Fig.  2.  H.  W.    Company  H.,  29th  Engineers 
Slept  in  bunk  next  to  W.    Draughtsman,  same  office  as  W.    Got  sick  on  day  after  W. 
On  Tuesday,  May  21,  afternoon,  headache,  pain  in  bones,  fever,  burning  in  eyes.    Did 
not  report  sick  until  Wednesday,  May  22.    Slight  sore  throat.    Felt  better  all  over 
before  he  came  to  hospital. 


Fig.  3.  S.  L.    Company  C,  Hq.  Bn. 

Was  living  with  Company  D  when  taken  sick.  Company  Clerk.  No  one  near  him 
sick  in  same  way.  Messed  with  Company  D.  Felt  well  Monday,  May  20.  Tuesday, 
a.m.  felt  well  until  after  breakfast,  then  headache.  In  afternoon  went  to  dispensary  and 
was  sent  to  hospital.  Very  slight  cough  since  arrival  in  hospital.  Throat  not  sore  now, 
and  no  pains.    Is  feeling  well. 

220 


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drill  on  Wednesday,  a.m.,  May  22.  Dizziness,  stiffness  in  muscles,  no  sore  throat  No 
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Slept  in  tent  with  one  man,  C,  who  had  just  come  back  from  hospital.  C.  returned 
Monday,  May  20.  M.  began  to  feel  sick  Wednesday,  May  22,  at  night.  Dizziness  and. 
headache,  weakness,  pain  in  back  and  legs.     No  nausea,  nothing  referable  to  intestines*. 

221 


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222 


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Cook.  Worked  all  day  Wednesday.  Began  to  fed  sick  about  4:00  p.  m.  Headache 
after  supper,  nausea.    Not  very  sick,  sent  to  hospital  by  attendant  at  dispensary. 

Soon  after  this  we  observed  the  disease  in  a  division,  the  42nd, 
then  holding  a  part  of  the  line  in  front  of  Baccarat.  Here  it  had  al- 
ready developed  a  somewhat  different  nature,  due,  we  believe,  to  the 
fact  that  the  men  of  this  division  were  not,  as  were  those  at  Chaumont, 
living  in  a  rest  area,  but  were  actively  engaged  in  military  operations, 
working,  sleeping,  and  eating  under  conditions  that  involved  greater 
fatigue,  less  protection  against  weather,  and  greater  crowding  in 
sleeping  quarters.  The  Baccarat  cases  were  much  more  frequently 
catarrhal;  sore  throats,  coughs  and  more  serious  respiratory  com- 
plications were  more  common.  However,  they  were  usually  coupled 
unmistakably  with  an  underlying  typical  influenzal  attack,  sudden 
onset,  pains  and  short  lived  fever.  Moreover,  there  were  a  great 
many  of  the  entirely  uncomplicated  cases  interspersed  with  the 
others. 

Still  later,  in  September,  October  and  November,  respiratory  com- 
plications were  so  frequent  and  severe,  came  on  so  early  in  the  disease, 
and  the  pneumonia  mortality  became  so  high  that  the  fundamental 
identity  of  these  later  cases  with  the  early  three-day  fever  might 
easily  have  been  lost  sight  of  by  observers  who  had  not  followed  the 
gradual  transformation. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  223 

In  consideration  of  these  facts,  it  is  apparent  that  etiological  or 
other  investigations  can  throw  no  light  upon  the  problems  of  influenza 
unless  they  are  carried  out  with  a  clear  understanding  of  the  dif- 
ferentiation between  the  complications  and  the  basic  disease. 

The  serious  respiratory  infections  of  the  bronchi  and  lungs  we  can 
set  down  with  reasonable  certainty  as  complications  due,  certainly  in 
the  overwhelming  majority  of  cases,  to  secondary  bacterial  invaders. 
It  is  a  matter  of  considerable  difficulty,  however,  to  know  exactly 
where  the  basic  disease  stops  and  the  complications  begin;  and 
whether  we  must  regard  the  mild  sore  throat  and  conjunctival  in- 
fection which  so  often  accompany  the  simple  cases  as  a  part  of  this 
basic  clinical  picture,  or  as  the  simplest  variety  of  complication. 
This  is  much  more  than  an  academic  question,  since,  as  we  shall  see, 
the  bacteriological  analyses  of  such  lesions  have  played  an  important 
rdle  in  etiological  investigations. 

ETIOLOGY  OF  INFLUENZA 

Former  epidemics 

The  significance  of  sharp  clinical  definitions  for  etiological  research 
in  influenza  is  obvious.  The  simple  form  of  the  uncomplicated  disease 
is  common  only  during  the  early  stages  of  epidemics.  After  this, 
most  of  the  cases  may  perhaps  begin  with  this  basic  condition,  but 
are  very  rapidly  complicated  by  more  or  less  serious  inflammatory 
involvement  of  the  respiratory  passages.  Some  of  the  milder  and 
perhaps  some  of  the  more  serious  and  even  fatal  of  these  complica- 
tions may  be  due  to  the  infectious  agent  which  causes  the  original 
disease;  but  a  great  many  of  them  we  know  are  caused  by  secondary 
invaders,  and  for  this  reason  bacteriological  analyses  made  from  the 
secretions  and  the  lesions  of  the  respiratory  passages  in  such  cases 
must  be  interpreted  with  constant  realization  of  the  possibility  that 
we  are  dealing  with  secondary  invaders  and  not  with  the  primary 
infectious  agent.  This  has  been  the  difficulty  in  etiological  influenza 
research,  and  in  the  light  of  this  confusing  state  of  affairs,  no  results 
are  of  great  value  unless  combined  with  a  correspondingly  careful 
clinical  analysis  of  the  cases  from  which  the  material  has  been  taken. 

When  the  pandemic  of  1889  was  beginning  to  trail  into  its  last  stages 


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224  HANS  ZINSSER 

there  seemed  to  be  little  doubt  in  the  minds  of  investigators  concerning 
the  etiological  significance  of  the  Pfeiffer  bacillus.  At  the  present 
time,  with  the  experiences  of  another  outbreak  behind  us,  we  are  less 
certain  of  this  relationship  than  we  were  before. 

It  will  be  well  to  state,  at  the  beginning,  that  we  do  not  believe  that 
final  conclusions  concerning  the  etiology  of  influenza  are  warranted 
at  the  present  time.  The  problem  has  been  a  singularly  difficult  one, 
largely  owing  to  the  indefinite  clinical  conceptions  of  the  disease 
alluded  to  above.  For  these  reasons  one  cannot  do  justice  to  the 
etiological  problem  without  discussing  at  some  length  the  more  im- 
portant investigations  which  have  dealt  with  this  subject  during  the 
two  last  epidemics  and  in  the  interepidemic  period. 

After  1889  many  etiological  "suggestions"  (we  had  best  term  them) 
were  made,  prior  to  the  publication  of  Pfeiffer's  observations.  Klebs 
reported  that  he  had  found  protozoa  in  influenza  lesions,  a  claim  which 
finds  an  interesting  parallel  in  the  recent  reports  of  Binder  and  Prell 
who  have  described  minute  coccoid  bodies  in  the  tissue  spaces  around 
blood  vessels  in  influenza  lungs,  and  the  subsequent  development  in 
cultures  from  such  material  of  small  organisms  which  they  regard  as 
"chlamydozoa."  Comment  on  such  findings  is  unprofitable  at  the 
present  time.  We  can  merely  "file"  them  in  our  minds  for  reference 
and,  perhaps,  future  explanation.  The  past  has  been  too  rich  in 
misleading  interpretations  of  so-called  "chlamydozoan"  cell  inclusions 
(variola,  trachoma,  etc.)  to  encourage  optimism  concerning  such 
claims. 

As  in  the  recent  outbreak  the  preceding  one  was  the  occasion  for 
etiological  proposals  involving  the  Gram-positive  cocci,  more  parti- 
cularly the  pneumococcus  and  streptococcus  groups.  However,  it 
is  perfectly  natural  that  bacteria  which  habitually  inhabit  the  upper 
respiratory  passages,  and  are  potentially  pathogenic,  should  be 
isolated  with  great  frequency  from  influenza  cases,  and,  therefore, 
incite  suspicion  of  etiological  importance;  but  none  of  these  can  be 
seriously  considered.  Indeed,  in  the  light  of  our  present  differentia- 
tion between  the  basic  disease  and  the  complications,  the  streptococci 
and  pneumococci  may  be  regarded  as  practically  eliminated  as  pri- 
mary causations  of  influenza.  The  same  is  true  to  an  even  greater 
degree  of  organisms  like  micrococcus  catarrhalis,  meningococcus,  para- 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  225 

typhoid  bacilli,  and  many  other  bacteria  which  have  been  isolated 
from  time  to  time  as  characteristic  findings  in  small  groups  of  cases 
occurring  in  special  localities.  Some  of  these  investigations  will  be 
briefly  dealt  with  in  a  later  paragraph. 

We  believe,  indeed,  that  we  are  justified  in  basing  our  discussion  of 
etiology  upon  the  assumption  that  none  of  the  bacteria  so  far  described 
can  be  seriously  considered  in  this  connection  except  the  group  of 
haemophile  organisms  of  which  we  speak  as  "Pfeiffer  bacilli.,,  If 
influenza  is  truly  a  disease  of  bacterial  causation  these  precede  all 
other  bacteria  in  etiological  likelihood. 

Pfeiffer  published  his  first  announcement  in  1892,  reporting  that 
he  had  found  the  organisms,  which  are  now  familiar  to  us  as  the  typi- 
cal influenza  bacillus,  in  the  sputum  of  patients,  but  had  failed  to 
find  them  in  normal  controls.  In  a  subsequent  article  in  the  Zeit- 
schrift  fur  Hygiene  (13, 1892)  he  brought  together  the  large  material 
of  his  researches,  the  results  of  which  may  be  stated  briefly  as  follows. 

The  organisms  were  present  in  large  numbers  in  the  sputa  of  early 
cases  and,  at  this  early  stage,  were  largely  extracellular.  Later, 
most  of  the  sputum  organisms  became  intracellular  and,  in  the 
milder  cases,  gradually  disappeared.  In  cases  with  pulmonary  com- 
plications which  came  to  autopsy,  if  the  bacterial  contents  of  the 
respiratory  passages  were  examined  in  progressively  downward  stages 
from  the  pharynx  into  the  lungs,  influenza  bacilli  were  found  with 
increasing  predominance  as  the  examination  proceeded  toward  the 
smaller  bronchi  and  bronchioles.  In  the  pulmonary  tissues  them- 
selves they  were  sometimes  present  in  pure  culture.  (Compare  with 
observations  of  Richard  Taylor,  1918.  Vide  infra.)  He  cultivated 
the  bacilli  on  haemoglobin  media  and  described  definite  cultural  and 
morphological  characteristics. 

The  great  importance  of  Pfeiffer's  announcement  naturally  led  to 
extensive  work  on  the  isolation  of  haemophile  bacilli  all  over  the  world. 
The  results  seemed  to  indicate  rapid  and  complete  confirmation  of 
his  claims.  Weichselbaum  found  the  bacilli  in  the  lungs  of  a  con- 
siderable number  of  autopsies  on  cases  that  had  died  of  broncho- 
pneumonia secondary  to  typical  influenza.  Huber,  Baiimler,  Kretz, 
Chiari  found  them  in  sputum,  lungs  and  nasopharyngeal  cavities  of 
many  typical  cases.    Kruse  found  them  in  100  per  cent  of  the  early 


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226  HANS  ZINSSER 

cases  he  examined.  With  increasing  frequency  the  organisms  were 
isolated  not  only  from  the  respiratory  passages,  but  from  other  organs 
in  which  lesions  secondary  to  influenza  had  developed.  Pfuhl  found 
them  in  the  spinal  fluids  of  soldiers  that  had  died  of  meningitis,  com- 
plicating influenza,  and  Nauwerck  found  them  in  sections  of  the  brain 
in  a  similar  cases  of  encephalitis.  It  would  be  possible  to  multiply 
indefinitely  the  accounts  of  similar  findings.  Careful  investigations 
during  these  years  seemed  to  yield  positive  results  with  such  regu- 
larity that  isolation  of  the  bacillus  was  utilized  diagnostically,  and 
very  little  or  no  doubt  concerning  its  etiological  significance  remained 
at  the  end  of  this  epidemic.  A  few  such  accidents,  moreover,  as  that 
of  Kretz  who  infected  himself  from  a  pure  culture  and  came  down 
with  an  acute  respiratory  catarrh  and  many  of  the  symptoms  of  a 
typical  influenzal  attack,  appeared  to  remove  all  remaining  uncer- 
tainty. Pfeiffer's  original  claims  seemed  to  have  been  satisfactorily 
confirmed,  and  his  own  conclusions  were  accepted  by  most  of  his 
contemporaries. 

The  term  "influenza"  which  had  hitherto  represented  a  purely 
clinical  conception  was  now  changed  to  an  etiological  one,  and  its 
diagnostic  use  was  governed  largely  by  isolation  or  failure  to  isolate 
influenza  bacilli.  This  conception  was  further  strengthened  by 
studies  such  as  those  of  Tedesco  and  of  Scheller  who  found  that, 
during  the  years  following  the  epidemic  period,  the  isolation  of  in- 
fluenza bacilli  from  respiratory  lesions  became  more  and  more  infre- 
quent as  the  epidemic  receded  into  the  past.  At  the  same  time  fewer 
and  fewer  carriers  of  the  organism  were  found  among  normal  indivi- 
duals. Even  in  patients  who  appeared  to  present  the  clinical  picture 
of  so-called  "grippe"  the  bacilli  became  more  and  more  rare  in  the 
course  of  successive  years.  Leichtenstern  states  that,  in  1892,  toward 
the  end  of  the  epidemic,  a  very  large  number  of  pure  influenza  bacillus 
infections  of  the  bronchial  tree  occurred  all  over  Germany,  but  that, 
in  1900,  Wassermann  had  the  greatest  difficulty  in  finding  influenza 
bacilli  at  all,  even  in  cases  clinically  diagnosed  as  Influenza  in  Berlin. 
A  similar  statement  in  regard  to  work  done  in  1903  was  made  by  Beck; 
and,  indeed,  most  bacteriologists  will  probably  confirm  our  own 
experience  to  the  effect  that,  during  the  years  immediately  preceding 
the  war,  the  discovery  of  influenza  bacilli  in  the  respiratory  passages 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  227 

of  adults,  was  not  particularly  frequent.  And  when  it  did  occur 
the  clinical  condition  was  rarely  one  which  could  properly  be  spoken 
of  as  influenza. 

Thus,  the  frequent  association  of  the  organisms  with  typical  cases 
both  in  complicating  and  secondary  lesions,  their  presence  in  a  con- 
siderable number  of  normal  individuals  during  times  of  epidemic 
prevalence  and  the  progressively  diminishing  frequency  of  such 
findings  in  the  course  of  the  years  following  the  epidemic,  all  these 
observations  seemed  to  indicate  clearly  that  the  bacilli  were  etiologi- 
cally  related  to  the  disease. 

Nevertheless,  during  subsequent  years  evidence  accumulated  to 
show  that  even  in  the  interepidemic  period  the  Pf eiffer  bacillus  group 
was  present  in  a  variety  of  human  lesions,  sometimes  as  a  harmless 
saprophyte,  sometimes  with  definite  pathogenic  properties,  and  many 
times  in  conditions  which  had  little  or  no  resemblance  to  clinical 
epidemic  influenza.  It  appears  that  after  the  epidemic  had  subsided 
the  organism  was  still  widely  distributed  among  human  beings,  and 
a  study  of  this  interepidemic  distribution  is  necessary  in  order  that 
we  may  possess  a  complete  picture  of  the  pathogenic  possibilities  of 
bacteria  of  this  group.  For  if  we  should  find  that  these  organisms 
can  exist  either  as  harmless  saprophytes  or  as  pathogenic  agents  never 
giving  rise  to  typical  influenza  in  these  periods  of  interval,  this  would 
detract  considerably  from  the  trustworthiness  of  any  conclusions 
formulated  in  regard  to  their  specific  pathogenic  properties. 

Leichtenstern  has  made  extensive  studies  of  the  literature  with 
the  purpose  of  ascertaining  the  nature  of  the  lesions  with  which  in- 
fluenza bacilli  were  most  frequently  associated  during  the  years 
following  the  pandemic  of  1889  to  1892.  These  and  subsequent 
studies  reveal  an  astonishingly  wide  distribution  of  the  organisms, 
and  their  association  with  a  variety  of  lesions  second  only  to  that  of 
the  Gram-positive  cocci. 

The  presence  of  the  bacilli  in  tuberculous  processes  was  noted  by 
Pfeiffer  in  his  early  studies,  and  since  then  has  been  observed  by 
Ortner  and  many  other  workers.  It  is  especially  frequent  when 
bronchiectatic  cavities  exist.  A  series  of  such  cases  was  reported  by 
Boggs,  in  which  the  influenza  bacilli  were  apparently  symbiotic  with 
other  bacteria  in  the  cavity  fluids,  without  being  responsible  for 
symptoms  of  any  considerable  severity. 


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228  HANS  ZINSSER 

In  the  blood,  at  autopsy,  influenza  bacilli  have  frequently  been 
found.  Jaehle  (Zeit.  f.  Heilkunde,  1901,  XXH,  190)  isolated  the 
bacilli  from  the  heart's  blood  in  two  of  48  scarlet  fever  autopsies. 
In  19  of  these  pulmonary  influenza  bacillus  infection  was  present. 
In  23  autopsy  blood-cultures  of  patients  dead  of  measles,  he  found 
the  influenza  bacillus  15  times.  In  one  of  these  he  found  the  bacilli 
in  the  blood  when  the  only  other  influenza  bacillus  lesion  in  the  body 
was  a  massive  infection  of  the  tonsils.  He  found  them  5  times  in 
the  blood  of  9  cases  of  chickenpox,  and  twice  in  24  cases  of  whooping 
cough.  He  found  them  also  in  the  respiratory  passages  in  15  cases 
of  diphtheria;  in  one  of  these  the  bacillus  was  present  in  the  blood  as 
well. 

Wynekoop  in*  1903  studied  the  presence  of  influenza  bacilli  in 
inflammations  of  the  larynx,  pharynx  and  nose.  In  certain  forms  of 
chronic  laryngitis  he  often  obtained  the  organisms  in  pure  culture. 
He  found  them  in  tonsillitis,  and  described  a  peculiar  form  of  severe 
pharyngitis  in  which  they  were  present  with  considerable  regularity. 
Some  of  these  cases  simulated  mild  diphtheria.  He  often  obtained 
the  bacilli  from  the  conjunctivae,  and  emphasized  the  fact  that  pure 
influenza  bacillus  infections  usually  tend  to  rapid  recovery. 

Madison  has  collected  30  cases  in  which  influenza  bacilli  were 
grown  from  the  blood  during  life.  He  himself  reported  a  primary 
influenza  bacillus  bronchopneumonia  in  which  smears  from  the 
sputum  constantly  showed  large  numbers  of  influenza  bacilli,  and  in 
which  a  positive  blood  culture  was  obtained.  Similar  cases  have 
been  described  by  Meunier,  Horder,  Smith,  Slawyk  and  others. 

Infections  of  the  central  nervous  system  with  influenza  bacilli 
have  been  reported  by  Pfiihl;  influenza  meningitis  has  been  extensively 
studied  by  Wollstein,  by  Dudgeon  and  Adams,  Saathoff  and  many 
others.  A  curious  observation  of  interest  in  this  connection  has  been 
related  to  us  by  Dr.  Emmet  Holt,  who  tells  us  that  although  influenza 
meningitis  had  not  been  infrequent  in  the  Baby's  Hospital  in  New 
York  during  the  interepidemic  period,  he  had  seen  practically  none 
of  these  cases  during  the  recent  epidemic. 

The  presence  of  the  organisms  in  suppurations  of  the  nasal  cavities, 
the  orbit  and  frontal  sinuses,  has  been  reported  in  a  great  many  cases. 
We  have  seen  several  examples  of  this,  some  in  children,  some  in 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  229 

adults,  in  which  a  chronic  influenza  bacillus  infection  of  the  nasal 
cavities  and  antrum  was  apparently  responsible  for  intermittent 
asthmatic  attacks;  and  the  persistence  with  which  these  organisms 
may  remain  chronically  present  in  the  deeper  respiratory  passages  of 
children  following  bronchopneumonia,  bronchitis,  or  whooping  cough, 
and  their  apparent  responsibility  for  prolonged  cough  and  general 
malnutrition  are  too  well  known  to  require  comment. 

The  bacillus  has  also  been  occasionally  found  in  acute  and  chronic 
gallbladder  infections  (Heyrowsky  and  Kuina). 

Among  the  most  interesting  studies  on  the  association  of  influenza 
bacilli  with  interepidemic  pulmonary  disease  are  those  made  by 
Wollstein  upon  children  at  the  Babys'  Hospital  in  New  York.  In 
1906  at  a  time  about  midway  between  the  two  last  pandemics  Woll- 
stein published  observations  on  children  suffering  from  various  types 
of  respiratory  infection.  Briefly  summarized,  her  results  were  as 
follows:  Influenza  bacilli  were  present  in  16  of  53  cases  of  broncho- 
pneumonia, and  in  1  of  8  cases  of  lobar  pneumonia,  when  the  cultures 
were  taken  during  life.  Of  13  cases  of  bronchopneumonia  studied 
at  autopsy  the  organisms  were  found  three  times.  They  were  found 
6  times  in  connection  with  tuberculosis,  and  in  isolated  cases  in  various 
other  conditions  in  which  the  lungs  were  inflamed.  In  agreement 
with  other  workers,  she  frequently  found  the  organisms  in  whooping 
cough,  and  9  times  in  27  cases  of  measles.  This  last  result  is  in  keep- 
ing with  many  other  investigations  upon  measles.  Liebscher  for 
instance  found  the  organism  in  11  of  57  measles  cases  during  life,  and 
3  times  in  the  lungs  at  autopsy;  he  observed  a  higher  death  rate  in 
the  influenza  bacillus  cases  than  in  the  others.  Slisswein  saw  the 
bacilli  in  the  nasal  secretions  in  almost  50  per  cent  of  such  cases,  and 
3  times  in  the  lungs  at  autopsy.  Jaehle  and  Jochmann  have  made 
similar  observations,  and  Albrecht  and  v.  Preyss  obtained  the  or- 
ganisms from  the  lungs  in  post-measles  pneumonia. 

The  great  frequency  of  conjunctival  infection  with  the  influenza 
bacillus  has  been  mentioned.  It  is  quite  probable  (Williams,  Woll- 
stein, and  others)  that  the  so-called  Koch-Weeks  bacillus  should  be 
regarded  as  belonging  to  the  group  of  the  true  influenza  bacilli,  and 
many  mild  and  severe  conjunctival  inflammations  have  been  found  to 
be  due  to  these  organisms.    Zur  Nedden,  Wynekoop,  Williams,  Woll- 


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230  HANS  ZINSSER 

stein,  and  others  have  described  a  great  many  such  cases,  and  Wyne 
koop  and  Wollstein  particularly  have  reported  instances  in  which 
severe  hemorrhagic  inflammations  of  the  conjunctivae  have  shown 
influenza  bacilli  in  pure  culture.  In  some  of  these  mild  systemic 
symptoms  were  present. 

It  is  interesting  to  note,  that  Wollstein  in  her  extensive  studies 
on  influenza  bacilli  in  babies  has  found  the  organisms  very  rarely 
in  the  throats  of  healthy  children  or  in  the  throats  of  children  who 
did  not  have  respiratory  lesions.  She  states  that  whenever  the  or- 
ganisms were  found,  they  seemed  to  exert  a  definite  influence  upon 
the  severity  of  the  disease.  Death  rates  were  higher,  and  in  the 
bronchopneumonias  with  influenza  bacilli  there  was  higher  tempera- 
ture, greater  prostration,  and  a  longer  duration  of  the  illness.  Such 
observations  would  particularly  incline  one  to  accept  Ortner's  opinion 
that  true  influenza  may  remain  endemic  in  the  intervals  between 
epidemics  as  a  definite  clinical  condition,  an  opinion  confirmed  to  us 
on  purely  clinical  grounds  by  a  number  of  experienced  physicians. 

Indeed,  in  the  intervals  between  large  influenza  epidemics  there 
may  be  occasional  isolated  epidemics  in  closed  institutions,  such  as 
asylums  and  homes  for  the  aged.  Such  epidemics  were  reported  by 
Sturrock  in  1900,  and  by  Nobecourt  and  Paisseau  in  1905,  Un- 
fortunately etiological  investigations  of  such  outbreaks  have  yielded 
little  additional  light. 

Carriers 

That  the  carrier  state  may  persist  after  infection  with  influenza 
bacilli  is  unquestionable.  During  the  last  epidemic  Pritchett  and 
Stillman  cultivated  the  influenza  bacillus  from  the  mouths  of  93  per 
cent  of  cases  of  influenza  and  bronchopneumonia,  and  at  the  same 
time  they  found  it  in  43  per  cent  of  normal  individuals.  Lord,  Scott 
and  Nye  during  the  same  epidemic  found  influenza  bacilli  in  76  per 
cent  of  34  men  in  the  Harvard  Students'  Training  Corps.  At  Camp 
Funston,  Opie,  Freeman,  Blake,  Small  and  Rivers  found  influenza 
bacilli  in  the  mouths  of  35.1  per  cent  of  healthy  soldiers.  Subse- 
quently, Winchell  and  Stillman  f  ound  that  the  percentage  of  influenza 
bacilli  in  the  throats  of  normal  people  during  post-epidemic  periods 
was  as  high  as  it  was  during  more  active  epidemic  stages.    In  ISO 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  231 

individuals  they  found  the  organisms  in  41  per  cent.  In  a  boys' 
orphan  asylum  in  which  no  influenza  had  occurred  during  the  epi- 
demic, 39  per  cent  of  the  throats  were  positive,  a  percentage  which 
was  equal  to  that  found  in  convalescents  in  an  institution  in  which 
about  half  of  the  inmates  had  had  the  disease.  They  found  carriers 
who  had  retained  the  organisms  for  four  and  five  months  after 
convalescence. 

The  experiments  of  Bloomfield  have  to  a  certain  extent  contradi- 
cated  this  in  that  Bloomfield  introduced  three  different  strains  of  the 
bacilli  in  large  quantities  into  the  upper  air  passages  of  normal  in- 
dividuals without  being  able  to  produce  the  carrier  state.  He  ob- 
tained neither  local  nor  general  pathological  results,  and  the  organisms 
rapidly  disappeared.  We  will  recur  to  this  work  of  Bloomfield  below. 
He  draws  the  conclusion  that  we  can  tell  very  little  about  the  persis- 
tence of  influenza  bacilli  in  the  throats  until  we  know  more  about 
the  subclassifications  of  these  organisms,  since  he  sometimes  isolated, 
from  the  inoculated  individuals,  strains  which  differed  in  serological 
grouping  from  the  strains  which  he  had  introduced.  Kretz,  on  the 
other  hand,  found  influenza  bacilli  in  the  throats  of  patients  months 
after  their  attacks,  and  Rosenthal  has  isolated  the  organisms  from  the 
larynx  and  the  trachea  in  about  15  per  cent  of  the  cases  he  examined. 
Davis's  studies  have  shown  the  organism  in  10  per  cent  of  normal 
people.  Klopstock  found  influenza  bacilli  in  5.1  per  cent  of  1000 
routine  sputum  examinations  made  at  a  Berlin  hospital,  and  Wohlwill 
has  made  similar  observations. 

We  may  summarize,  therefore,  our  knowledge  of  the  influenza 
bacillus  up  to  the  time  of  the  last  epidemic  somewhat  as  follows: 

During  the  epidemic  of  1889  influenza  bacilli  were  found  in  a  large 
percentage  of  the  cases  examined ,  often  in  pure  culture  and  in  all  parts 
of  the  respiratory  passages.  They  were  found  in  pure  culture  particu- 
larly in  early  cases,  but  as  the  epidemic  trailed  towards  its  endings 
and  severe  complications  were  more  common,  fewer  and  fewer  pure 
cultivations  were  obtained.  At  this  stage  of  the  epidemic  the  or- 
ganisms were  still  the  predominating  ones  in  most  of  the  cases,  but 
were  now  almost  always  found  admixed  with  pneumococci,  strepto- 
cocci and  other  bacteria.  They  were  present  also  in  a  great  many  of 
the  complications  which  occurred  in  parts  of  the  body,  other  than  the 


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232  HANS  ZINSSER 

respiratory  tract.  During  the  last  stages  of  the  epidemic  and  during 
the  years  immediately  following,  there  seems  to  have  been  a  gradual 
diminution  of  frequency  of  influenza  bacillus  findings  in  respiratory 
diseases,  even  in  those  which  clinically  resembled  the  complicated 
epidemic  cases. 

When  finally  it  seemed  that  epidemic  influenza  had  completely 
disappeared  it  was  found  that  bacilli  of  the  hemophile  group  had 
become  established  as  common  inhabitants  of  the  respiratory  pas- 
sages of  man,  sometimes  playing  the  r61e  of  harmless  symbiants, 
sometimes  definitely  associated  with  pathological  processes.  They 
have  been  found  associated  with  suppurations  of  the  cavities  of  the 
head,  various  forms  of  conjunctivitis,  and  with  a  variety  of  other 
diseases.  A  curious  development  is  that  in  pulmonary  complications 
of  conditions  not  primarily  caused  by  them,  they  have  been  found 
with  considerable  regularity.  Thus,  they  are  now  recognized  as 
almost  universally  present  in  the  later  lesions  of  whooping  cough  and 
as  commonly  present  in  the  pulmonary  complications  of  measles,  less 
commonly  in  scarlet  fever  and  diphtheria.  In  such  cases  especially 
when  they  occur  in  children,  they  seem  to  be  distinctly  pathogenic, 
either  independently  causing  lobular  forms  of  pneumonia,  or  else 
as  shown  by  Wollstein,  contributing  definitely  to  the  severity  of  the 
disease. 

It  has  also  been  found  that  the  carrier  state  can  exist  at  such  time, 
and  that  the  bacilli  may  be  present  for  long  periods  in  the  nasopharyn- 
geal mucous  membranes  of  normal  individuals  or  in  bronchiectatic 
cavities  without  causing  injury  either  by  invasion  or  by  toxemia. 

In  our  final  summary  we  will  attempt  to  coordinate  these  facts  with 
the  results  of  more  recent  studies. 

Recent  epidemic  of  1918 

When  we  turn  to  the  bacteriological  analyses  that  have  been  made 
during  the  recent  epidemic,  we  are  overwhelmed  by  the  wealth  of 
reported  material,  but  confused  at  the  same  time,  by  its  indefiniteness 
in  description  of  technique  and  by  the  frequently  defective  clinical 
characterization  of  the  cases  studied. 

It  will  be  noticed  that  during  the  early  phases  of  this  epidemic, 
workers  all  over  the  world  failed  to  find  influenza  bacilli.    Thus  in 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  233 

Germany  the  earliest  reports  (Kolle  of  Frankfurt,  Friedemann  of 
Berlin,  Mandelbaum  of  Munich,  Citron  of  Berlin,  and  Bernhardt  of 
Stettin)  agree  in  failure  to  find  influenza  bacilli.  Coca  and  Sapata 
made  a  similar  negative  report  from  Spain.  Sampietro  in  Italy  sug- 
gested the  similarity  of  the  disease  to  sandfly  fever,  owing  to  incon- 
clusive bacteriological  reports,  and  Mcintosh,  writing  in  1918,  em- 
phasized the  widespread  failure  to  find  influenza  bacilli  throughout 
the  world.  He  himself  made  negative  examinations  on  early  cases 
in  London  in  1918;  and  similar  negative  results  were  noted  in  a  sum- 
mary in  the  Medical  Supplement  to  the  Daily  Review  of  the  Foreign 
Press  brought  out  by  the  British  Medical  Research  Committee  in 
October,  1918.  Of  American  workers  in  France  the  same  thing  was 
true.  Indeed,  the  clinical  picture  of  the  cases  first  observed  was  such 
that  there  seemed  to  be  no  focus  of  localized  inflammation  from  which 
it  would  have  seemed  profitable  to  take  cultures.  Our  own  experience 
in  this  respect  was  similar. 

It  must  be  remembered  that  when  the  epidemic  first  appeared,  there 
were  many  who  felt  quite  uncertain  about  its  nature,  and  the  syste- 
matic and  purposeful  search  for  influenza  bacilli  did  not  generally 
begin  until  an  increased  number  of  sore  throats,  upper  respiratory 
catarrhs,  etc.,  began  to  appear.  Soon  after  the  outbreak  at  Chau- 
mont,  the  writer  saw  a  similar  epidemic  in  troops  that  were  in  the 
line  and  in  reserve,  and  in  these  the  presence  of  respiratory  symptoms 
gave  a  more  definite  clue  to  the  importance  of  cultural  work  on  the 
nose  and  throat.  In  consequence,  both  the  local  laboratory  officers, 
Lieutenants  Jacobs  and  Avery  and  the  writer,  began  to  take  throat 
cultures,  and  influenza  bacilli  were  found  in  a  considerable  number  of 
cases.  Soon  after  this,  on  the  writer's  return  to  Dijon  on  temporary 
duty,  a  small  epidemic  of  early  uncomplicated  cases  was  reported  to 
Dr.  MacNeal  who  was  then  the  commanding  officer  of  the  Head- 
quarter^ laboratory,  and  MacNeal  and  the*  writer  obtained  pharyn- 
geal cultures  from  14  of  these  men  during  the  first  24  to  48  hours  of 
their  disease.  None  of  these  showed  more  than  a  mild  reddening  of 
the  pharynx  with  very  slight  discomfort,  and  in  all  of  them  influenza 
bacilli  were  demonstrated  either  by  smear  or  culture.  There  can  be 
little  doubt  of  the  fact  that,  at  least  in  part,  the  failure  to  find  influenza 
bacilli  in  the  upper  respiratory  secretions  of  the  early  cases  must  be 


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234  HANS  ZINSSER 

attributed  to  two  factors,  first,  the  omission  of  systematic  culture 
because  of  failure  to  recognize  the  disease  as  originating  in  the  respira- 
tory organs,  and,  second,  because  of  inadequate  technique  on  the 
parts  of  workers.  It  seems  that  technique  was  universally  defective 
during  the  early  phases  of  the  epidemic,  and  it  was  not  until  media 
were  improved  (trypsinized  blood  agar  was  introduced  in  England, 
and  modifications  of  what  we  speak  of  as  the  "chocolate"  broth  and 
agar  in  America  and  Germany)  that  results  of  reasonable  accuracy 
were  obtained.  Also,  a  large  number  of  workers,  who  had  had  little 
experience  with  the  influenza  bacillus,  rapidly  learned  to  manipulate 
this  organism  more  skilfully.  Following  this,  as  the  nature  of  the 
disease  was  recognized,  a  large  number  of  analyses  were  made,  and 
influenza  bacilli  were  demonstrated  in  increasingly  higher  percentages. 

It  would  be  extremely  difficult  to  attempt  a  complete  review  of  all 
the  bacteriological  work  done  during  this  epidemic.  We  have  selected 
from  the  literature  a  group  of  reports  which  are  representative  of  the 
best  work  done  in  this  connection  during  the  epidemic.  It  has  seemed 
useful  to  append  to  such  a  tabulation  a  statement,  in  each  instance, 
of  the  nature  of  the  cases  and  the  source  of  the  material.  (See  pages 
236-242.) 

A  cursory  survey  of  these  reports  shows  that  in  the  large  majority 
of  carefully  investigated  cases  influenza  bacilli  were  found  in  a  high 
percentage  of  the  examinations.  The  organisms  have  been  present 
in  over  70  per  cent  of  most  of  the  carefully  studied  series,  and  in  a 
number  of  instances  they  have  been  present  in  over  90  per  cent.  Our 
own  small  group  of  early  cases,  like  the  series  investigated  by  Schmidt, 
Deitrich  and  a  few  others,  have  shown  the  Pfeiffer  bacillus  in  100  per- 
cent, and  a  large  majority  of  the  workers  who  have  had  occasion  to 
study  autopsies  as  well  as  sputum  and  nasopharyngeal  material, 
declare  that  no  other  organism  was  found  with  comparable  regularity. 
In  many  instances  it  was  found  in  pure  culture.  Thus,  Wolbach 
in  28  carefully  studied  autopsies,  found  it  14  times  in  pure  culture. 
Dick  and  Murray  had  similar  results,  and  Lister  and  Taylor  in  South 
Africa  as  well  as  Leichtentritt  in  Austria  found  it  alone  in  no  small 
number  of  their  cases.  Mayer,  working  in  Vienna  states  that  when- 
ever he  found  the  organisms  in  pure  culture,  the  cases  were  mild, 
corresponding  more  nearly  to  the  uncomplicated  disease.    He  adds 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  235 

that  he  thinks  that  all  fatal  cases  are  due  to  complications,  a  statement 
which  we  believe  to  be  true  in  general,  but  to  which  there  are  not  a 
few  exceptions.  An  interesting  contribution  is  made  by  Capt. 
Richard  Taylor,  who  studied  the  flora  of  the  respiratory  tract,  from 
the  pharynx  downward  toward  the  lungs,  in  cases  which  came  to 
autopsy,  a  procedure  similar  to  that  carried  out  by  Pfeiffer  in  1891. 
He  states  that  influenza  bacilli  were  found  rarely  in  pure  culture  in 
the  trachea  and  secondary  bronchi.  Here  they  were  usually  asso- 
ciated with  various  Gram-positive  and  Gram-negative  cocci.  As  he 
proceeded  downward  toward  the  alveoli  of  the  lungs  the  bacilli  were 
more  and  more  free  from  other  organisms;  and  in  the  smallest  bronchi 
and  bronchioles  they  were  either  alone  or  together  with  only  one  form 
of  coccus.  In  the  lungs  themselves,  however,  pneumococci  and 
streptococci  predominated,  though  influenza  bacilli  were  often  pres- 
ent. We  agree  with  the  comment  upon  these  findings  made  by 
MacNeal  who  takes  them  to  indicate  that  the  infection  was  primarily 
due  to  the  influenza  bacillus,  with  secondary  invasion  advancing  along 
the  trelisses  of  inflammation  so  produced.  Similar  observations  have 
been  made  by  Loewenthal  in  Vienna,  and  a  number  of  other  observers 
have  laid  stress  upon  the  fact  that  influenza  bacilli,  even  in 
complicated  cases,  are  often  found  quite  low  down  in  the  bronchial 
passages. 

It  is  important  to  note  that  blood  cultures  have  rarely  been  positive. 
When  taken  during  the  very  early  stages  of  the  disease,  or  at  stages 
in  an  epidemic  during  which  the  mild  three  day  or  four  day  fever 
types  predominated,  blood  cultures  have  almost  invariably  been 
sterile.  In  severe  cases  occasional  positive  results  have  been  obtained, 
but  this  has  been  rather  the  exception  than  the  rule,  and  the  great 
majority  of  blood  cultures  taken  on  severe  and  complicated  cases  of 
influenza  have  yielded  either  streptococci  or,  more  often,  pneumococci 
of  one  or  another  type. 

The  difficulty  with  most  of  the  etiological  investigations  has  been 
the  inability  of  the  investigators  to  select  and  control  their  material, 
and  for  this  reason  percentage  results  obtained  in  many  cases  may  be 
misleading.  The  researches  from  which  the  most  useful  information 
can  be  obtained  are  those  in  which  workers  have  been  able  to  group 
their  cases  and  control  their  material,  both  as  to  the  time  of  the 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  243 

disease  at  which  it  was  obtained,  and  in  the  manner  of  taking.  Among 
the  most  satisfactory  researches  in  this  respect  are  those  of  Park, 
Williams  and  collaborators  from  the  New  York  Department  of  Health 
Laboratories.  These  investigators  with  an  extensive  experience  of 
the  influenza  bacillus  as  a  background,  and  the  large  material  of  the 
Department  of  Health  available,  carefully  chose  their  cases  and  con- 
trols. The  first  group  studied  consisted  of  early  cases  occurring  in 
a  children's  home,  many  in  the  first  day  of  the  disease.  These  all 
showed  almost  pure  cultures  of  influenza  bacilli.  Ninety-eight  per 
cent  of  the  later  cases  in  this  home  also  showed  the  bacilli.  The  only 
fact  which  detracts  from  the  significance  of  the  high  percentage  in 
this  series  is  that  a  number  of  cases  of  whooping  cough  had  existed 
in  the  institution  during  the  preceding  summer.  In  their  next  group 
they  studied  30  marines  who  had  just  come  to  New  York  in  a  body, 
and  were  cultured  almost  immediately  upon  the  establishment  of  the 
diagnosis.  In  all  of  these  influenza  bacilli  were  found,  and  in  these 
cases  both  whooping  cough  and  measles,  diseases  with  which  the 
influenza  bacillus  is  so  often  associated,  could  be  definitely  excluded. 
At  about  the  same  time  Park  and  Williams  obtained  34  cultures  from 
a  girls'  home  in  which  there  had  been  no  influenza,  and  found  the 
organisms  in  two  of  these  only.  In  a  similar  institution  where  there 
had  been  a  number  of  influenza  cases,  33  per  cent  of  the  inmates 
harbored  the  bacilli.  Of  30  autopsy  cultures,  influenza  bacilli  were 
found  in  the  lungs  in  24,  and  in  5  of  them  they  were  in  pure  culture; 
the  bacilli  were  also  present,  in  considerable  numbers,  in  26  out  of  27 
tracheas  examined.  In  40  per  cent  of  the  cultures  taken  from  nurses 
who  had  been  in  contact  with  cases,  influenza  bacilli  were  present, 
whereas,  those  that  had  not  been  in  contact  with  cases  showed  them 
in  9  per  cent  only.  Of  all  the  studies  which  have  resulted  from  this 
epidemic  those  of  Park  and  Williams  and  their  assistants  are  perhaps 
the  most  encouraging  to  the  assumption  of  the  etiological  importance 
of  influenza  bacilli.  And  yet  as  Park  himself  points  out,  the  bacilli 
were  also  found  in  67  per  cent  of  measles  cases  examined  at  about  this 
time. 

We  would  not  be  doing  justice  to  the  problem  as  a  whole  did  we  not  in- 
clude in  our  analysis  of  the  bacteriological  findings  an  account  of  some  of 
the  other  bacteria  which  have  been  described  by  observers  as  perhaps  having 


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244  HANS  ZINSSER 

etiological  relationship  to  the  disease.  In  a  malady  in  which  the  secondary 
invaders  give  character  to  a  large  majority  of  the  severe  cases,  it  is  to  be 
expected  that  many  different  organisms  should  be  described.  Mathers  at 
Camp  Mead  found  an  unusual  number  of  cases  in  which  the  predominat- 
ing organism  was  a  Gram-positive  diplococcus  probably  belonging  to  the 
streptococcus  group.  This  organism  was  found  by  Jordan  in  cases  studied 
in  Chicago.  Orticoni  isolated  an  aerobic  non-motile  bacillus  from  influenza 
cases,  and  from  an  epidemic  of  so-called  influenza  which  occurred  among 
horses  in  the  same  neighborhood.  In  this  connection  it  is  interesting  to 
remember  that  MacNeal  and  Pease,  in  their  studies  of  an  epidemic  at  a 
Veterinary  Hospital  and  Remount  Unit  at  which  a  so-called  influenza 
epidemic  among  the  horses  coexisted,  were  able  to  exclude  any  connection 
between  the  two  outbreaks. 

Fry  in  1919  isolated  oval  Gram-negative  yeast-like  bodies  from  the  blood 
of  two  German  prisoners  which  upon  subculture,  took  the  form  of  small 
Gram-negative  bacilli.  He  speaks  of  them  as  "Pfeiffer-like"  organisms 
which,  however,  were  not  hemophylic  and  grew  rapidly  on  ordinary  agar. 
With  this  organism  Fry  and  Lundie  later  claim  to  have  made  an  antigen 
which  gave  specific  complement  fixation  with  influenza  blood.  Edelmann 
in  Vienna  on  several  occasions  found  paratyphoid  "B"  bacilli  in  the  blood 
and  intestines  (!)  of  influenza  cases. 

The  many  reports  in  which  pneumococcus  and  streptococcus  have  been 
found  as  predominating  organisms  we  may  dismiss  without  analysis  since 
all  investigators  will  now  agree  that  no  specific  etiological  significance  can 
be  attached  to  these  bacteria. 

Of  more  than  passing  interest,  however,  are  the  frequent  reports  of  Gram- 
negative  micrococci  of  various  kinds.  Most  of  the  workers  in  this  country 
have  commented  upon  the  frequency  withwhichmicrococcuscatarrhalisand 
other  Gram-negative  cocci  closely  related  to  this  organism  have  been  found 
in  influenza  sputum.  In  our  own  work,  especially  during  the  Baccarat 
epidemic  we  noticed  the  great  number  of  cases  in  which  Gram-negative 
micrococci  seemed  to  predominate  in  smears  and  cultures  of  the  pharynx 
and  throat.  We  were  not  able,  however,  to  study  these  organisms  in  detail 
at  the  time.  Kinnicutt  and  Binger,  who  worked  during  July  and  August 
of  1918  at  an  American  Base  Hospital  in  France  have  reported  a  series  of 
cases  in  which  the  predominating  organisms  were  true  meningococci. 
They  describe  two  epidemics,  one  which  occurred  at  Mirmizan  in  the 
Department  of  Landes,  in  which  there  were  350  cases  among  553  men,  and 
30  bronchopneumonias  with  15  deaths.  Another  outbreak  occurred  at 
Le  Courneau,  Department  of  Gironde  where  there  were  3915  cases  with 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  245 

275  pneumonias  and  65  deaths.  The  epidemics  began  as  the  typical  mild 
fever,  rapidly  becoming  complicated  and  ending  with  many  severe  cases. 
In  the  first  epidemic  they  took  a  considerable  number  of  blood  cultures 
all  of  which  were  negative  except  one  which  showed  meningococci  of  type 
C  (Pasteur  Institute  serum).  Four  out  of  10  autopsies  showed  meningo- 
cocci in  the  lungs.  In  the  Le  Courneau  epidemic  they  took  25  naso- 
pharyngeal cultures,  22  of  which  showed  Gram-negative  diplococci.  Of 
14  strains  so  obtained,  9  were  true  meningococci  as  tested  with  agglu- 
tinating serum.  They  took  4  cultures  of  sputum,  all  of  which  showed  Gram- 
negative  micrococci  and  2  of  which  agglutinated  like  true  meningococci. 
Of  15  blood  cultures,  they  obtained  4  Gram-negative  diplococci,  3  of 
which  agglutinated  like  true  meningococci.  Of  24  heart's  blood  cultures, 
4  showed  similar  organisms,  3  of  which  were  proved  by  serum.  Of  22 
cultures  from  the  lungs,  12  showed  Gram-negative  diplococci,  5  times  in 
almost  pure  culture;  and  11  of  these  strains  agglutinated  like  meningococci. 

In  another  epidemic  at  St.  Andr6  de  Cubzac  they  took  29  cultures,  55 
per  cent  of  which  showed  Gram-negative  diplococci  Only  3  of  these  cases 
showed  Pfeiffer  bacilli. 

Fletcher  in  1919  reported  studies  on  autopsies  of  36  American  soldiers 
who  died  of  bronchopnuemonia  following  influenza.  In  11  of  the  36  cul- 
tures taken  from  the  lungs  he  found  Gram-negative  diplococci  on  blood 
plates,  and  most  of  these  turned  out  to  be  meningococci  of  Gordon  types 
I  and  II.  Fletcher,  however,  also  found  a  considerable  number  of  cases 
in  which  influenza  bacilli  were  present  without  meningococci. 

Similar  findings  have  been  reported  by  Leitner  and  by  Trawinski  and 
Cori  in  Vienna. 

It  is  of  course  difficult  to  make  any  conclusive  statements  about  findings 
of  this  nature.  There  can  be  no  question  about  the  fact  that  observations 
so  reported  are  accurate,  and,  indeed,  any  one  who  has  studied  the 
bacteriology  of  cases  of  this  kind  knows  that  the  manifold  nature  of  the 
flora  of  the  respiratory  passages  which  normally  exist  is  tremendously  en- 
hanced in  the  presence  of  a  catarrhal  inflammation.  It  would  seem  to  us 
judging  from  experiences  such  as  those  of  Kinnicutt  and  Binger,  from  our 
own  observations,  and  from  reports  made  from  various  camps  and  base 
hospitals  during  the  war  that  the  nature  of  the  flora  of  the  nose  and  throat 
may  take  on  a  local  character  owing  to  infection  from  man  to  man  under 
crowded  military  conditions.  The  predominance  of  streptococci  in  one 
place,  pneumococci  of  a  particular  type  in  another,  and  Gram-negative 
micrococci  at  again  another  would  necessarily  influence  the  bacteriology 
of  the  fatal  infections.    During  the  first  year  of  the  American  entrance 

M EDICIXX,  VOL.  I,  WO.  2 


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246  HANS  ZINSSER 

into  the  war,  this  was  noticed  at  training  camps  where  streptococcus 
pneumonias  or  infections  with  pneumococci  of  types  I  or  II,  of  ten.  pre- 
dominated numerically  as  secondary  invaders  in  measles,  etc. 

That  influenza,  whatever  its  etiology  may  be,  increases  susceptibility  to 
invasion  with  all  sorts  of  other  bacteria  cannot  be  questioned.  As  far  as 
the  meningococcus  observations  are  concerned,  these  may  well  be  explained 
by  greatly  increased  susceptibility  to  this  organism,  induced  by  influenza 
and  coincident  with  a  high  meningococcus  carrier  rate.  Carrier  rates  in 
troops  of  10  and  more  per  cent  have  frequently  been  observed  by  Gordon, 
Glover  and  others,  and  we  ourselves  have  seen  a  number  of  cases  which 
began  as  typical  influenza  and  ended  as  meningococcus  sepsis  or  typical 
meningitis. 

Because  of  the  great  complexity  of  the  etiological  problem  we 
believe  it  wise,  at  the  end  of  each  block  of  reported  data,  to  outline 
tentative  summaries  of  the  evidence  so  far  presented.  Surveying, 
therefore,  the  purely  cultural  work  which  has  been  done  on  the  in- 
fluenza bacillus  since  1889,  we  may  now  add  to  the  statements  made 
in  a  preceding  summary  that  the  bacteriological  studies  made  during 
the  pandemic  of  1918  and  the  following  years  have  confirmed  the 
fact  that  influenza  bacilli  may  be  found  in  a  very  large  percentage  of 
early  and  late  cases  of  influenza;  that  they  have  been  found  by  Park 
and  his  collaborators,  by  Deitrich,  Schmidt  and,  in  a  similar  series, 
MacNeal  and  ourselves,  in  100  per  cent  of  early  cases:  and  that  a 
great  many  of  these  workers  have  found  them  as  the  predominating 
organisms  in  cases  with  pulmonary  complications;  they  have  also 
been  found  by  a  considerable  number  of  investigators  in  pure  culture 
in  autopsies  of  fatal  cases.  They  have  been  found  more  frequently 
than  any  other  organism  in  connection  with  the  disease  in  all  its  stages. 

By  some  investigators  the  organism  has  been  found  in  the  throats 
of  contacts  in  a  higher  percentage  than  in  those  of  non-contacts. 

The  failure  of  many  investigators  to  find  the  organisms  in  simple 
cases  in  the  early  stages  of  the  epidemic  may  well  have  depended  upon 
the  same  difficulties  that  determined  our  own  early  failures,  namely, 
insufficient  attention  to  cultivation  from  the  nasopharynx  (owing 
to  the  absence  of  or  the  mild  character  of  subjective  symptoms  re- 
ferred to  this  locality)  and  perhaps  imperfect  cultural  technique. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  247 

Failure  to  find  the  organisms  in  blood  cultures  in  these  early  cases 
has  been  practically  universal,  and  might  be  considered  a  strong 
argument  against  the  etiological  significance  of  the  influenza  bacillus, 
because  these  early  cases  suffer  from  serious  systemic  symptoms  in 
spite  of  their  mild  local  lesions.  We  do  not  feel  confident  ourselves 
that  the  blood  culture  failures  are  sufficiently  conclusive  to  warrant 
the  assumption  that  the  organisms  are  absent  from  the  blood  stream, 
since  there  have  been  isolated  instances  of  positive  blood  culture  re- 
sults even  in  apparently  uncomplicated  cases.  A  few  such  have  been 
reported  by  British  observers  during  the  early  phase  of  the  1918 
outbreak  and  there  are  many  technical  reasons  why  it  may  be  very 
difficult  to  cultivate  these  organisms  from  the  blood  stream. 

Moreover,  recent  observations  upon  the  powerfully  poisonous  prod- 
ucts that  can  be  obtained  in  influenza  cultures,  made  in  our  own 
laboratory  by  J.  T.  Parker  and  confirmed  by  Huntoon,  Wollstein,  and 
others  indicate  the  possibility  that  a  severe  systemic  disease  may 
well  be  explained  by  a  relatively  small  influenza  lesion  in  the  throat. 

It  is  plain  from  cultural  studies  alone  that  the  influenza  bacillus  is 
either  the  cause  of  influenza,  or  that  it  is  an  almost  universal  compli- 
cating invader,  which  gains  a  foothold  in  the  body  almost  immediately 
upon  the  establishment  of  the  original  infection.  The  decision  con- 
cerning this  must  eventually  rest  upon  the  same  grounds  that  will 
decide  for  us  whether  the  mild  sore  throat  and  bronchitis  that  occur 
in  most,  and  perhaps  in  all  cases,  are  complications  or  represent  a 
part  of  the  basic  disease. 

One  of  the  great  difficulties  in  the  way  of  formulating  final  con- 
clusions is  the  great  frequency  of  influenza  bacilli  as  harmless  sapro- 
phytes and  as  secondary  invaders  in  measles,  whooping  cough,  etc., 
during  non-epidemic  periods.  This,  it  is  true,  is  a  puzzling  phase  of 
the  problem  which  must  receive  much  further  study.  While,  on  the 
one  hand  it  tends  to  weaken  any  positive  etiological  conclusions,  on 
the  other  hand  it  might  be  explained  by  acquired  immunity  in  the 
invaded  subject,  by  fluctuation  of  virulence  in  individual  strains  of 
bacilli,  or  by  a  multiplicity  of  races. 

The  bearing  of  serological  evidence  on  etiology 

We  might  expect  to  obtain  indirect  light  upon  the  problem  of  eti- 
ology from  investigations  of  specific  antibodies  for  the  influenza 


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248  HANS  ZINSSER 

bacillus  in  the  blood  stream  of  patients  during  and  following  the 
disease.  This  line  of  investigation  has  been  taken  up  by  a  consider- 
able number  of  workers.  Thus,  Loewenthal  in  1918  found  that  his 
cultures  were  agglutinated  up  to  1  to  400  by  the  serum  of  his  patients. 
He  claims  that  the  agglutination  reaction  may  be  of  specific  diagnostic 
value.  Similar  claims  have  been  made  by  others.  But  there  have 
also  been  a  considerable  number  of  contradictions,  and  during  the 
last  few  months  the  entire  question  of  specific  agglutination  in  the 
influenza  group  has  been  in  a  state  of  great  confusion.  The  problem 
is  interwoven  with  the  question  of  the  antigenic  uniformity  or  multi- 
plicity of  the  Pfeiffer  group,  a  problem  which  must  be.  discussed 
briefly  before  we  can  pass  judgment  upon  the  value  of  the  "antibody" 
evidence. 

In  1915  Wollstein  made  a  comparative  study  of  different  strains  of 
the  influenza  bacillus  isolated  from  various  sources.  She  found  that 
there  was  a  wide  difference,  in  pathogenic  power  for  animals,  of 
influenza  bacilli  isolated  from  different  processes  in  man,  Those 
obtained  from  the  blood  and  meninges  and  some  of  those  obtained 
from  pneumonic  lungs  were  highly  pathogenic,  while  those  from  the 
upper  respiratory  passages. were  less  so.  So  far  as  agglutination, 
complement  fixation,  and  opsonin  tests  were  concerned,  there  was  no 
sharp  difference  between  these  two  classes,  and  she  concluded  that  in 
spite  of  differences  in  pathogenicity,  all  these  organisms  belonged  to 
the  same  class  or  race,  irrespective  of  origin.  In  1919,  Rappoport 
studied  complement  fixations  by  the  serum  of  influenza  patients  with 
influenza  bacillus  antigens.  He  found  54.5  per  cent  positive  fixations 
with  sera  of  such  cases,  in  contrast  to  a  percentage  of  9.67  per  cent  of 
30  controls.  Kolmer,  Trist,  and  Yagle  made  similar  observations 
on  influenza  cases,  using  a  number  of  different  antigens,  one  of  which 
consisted  of  influenza  bacilli,  and  found  that  45  to  50  per  cent  of  their 
sera  reacted  with  the  Pfeiffer  bacillus,  whereas  38  per  cent  reacted 
positively  with  streptococcus  and  micrococcus  catarrhalis  antigens. 
Wollstein  carried  out  a  similar  series  of  studies,  first  attempting 
agglutination,  a  method  which  she  subsequently  abandoned  because 
she  found  it  unsatisfactory  and  irregular.  She  then  did  complement 
fixations  in  which  she  used  antigens  consisting  both  of  bacilli  sus- 
pended in  salt  solution  and  of  heated  broth  cultures.    By  this  method 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  249 

she  found  that  normal  controls  did  not  fix  complement  in  the  presence 
of  the  antigen,  but  that  the  blood  of  recovered  patients  gave  reactions 
in  dilutions  varying  from  1 : 5  to  1 :  20.  She  found  that  it  was  neces- 
sary to  use  more  than  one  strain  of  the  organisms,  in  order  to  obtain 
regular  results.  Her  reactions  appeared  constantly  at  the  end  of  the 
first  week,  increased  in  intensity  for  two  weeks,  and  remained  demon- 
strable for  as  long  as  from  two  to  four  months.  Of  great  importance 
is  her  observation  that  the  antigens  prepared  with  the  epidemic  strains 
were  serologically  similar  to  those  produced  with  strains  isolated  from 
influenza  cases  in  interepidemic  years,  differing  from  them  only  in 
quantitative  relations.  She  draws  no  definite  conclusions,  but  says: 
"The  patient's  serological  reactions  indicate  the  parasitic  nature  of 
the  bacillus,  but  are  not  sufficiently  stable  and  cleancut  to  signify 
that  the  Pfeiffer  bacillus  is  the  specific  inciting  agent."  And  further 
below :  "Its  presence  influences  the  course  of  the  pathological  process." 

A  short  time  ago  in  our  own  laboratory  similar  complement  fixation 
tests  were  carried  out  with  convalescent  influenza  sera  by  Mrs. 
Parker,  experiments  in  which  as  many  as  six  different  antigens 
were  used  on  every  serum.  It  was  found  that  a  large  number  of 
supposedly  normal  sera  gave  fixations  as  powerful  as  those  obtained 
from  convalescent  cases.  Although  the  cessation  of  the  epidemic 
prevented  the  completion  of  this  work,  it  was  so  carefully  done  and 
controlled  that  it  has  persuaded  us  that  complement  fixation  is  at 
any  rate  not  sufficiently  sharp  to  throw  conclusive  light  upon  the 
problem. 

An  astonishing  and  confusing  turn  has  been  given  investigations 
of  this  nature  by  the  agglutination  experiments  carried  out  by  Valen- 
tine and  Cooper  in  the  New  York  Department  of  Health  Laboratories. 
These  workers  isolated  organisms  from  autopsies  and  active  influenza 
cases  and  then  attempted  to  classify  them  by  agglutination  reactions. 
Their  primary  purpose  was  to  find  out  whether  there  was  any  single 
epidemic  strain,  and  they  paid  particular  attention  to  those  strains 
which  were  obtained  from  lungs  at  autopsy  and  other  lesions  in  which 
it  seemed  fairly  definite  that  they  were  not  dealing  with  saprophytic 
habitual  symbiants.  It  is  impossible  to  detail  all  their  results,  but 
it  is  sufficient  to  say  that  they  found  a  surprising  multiplicity  of  races. 
The  following  examples  may  suffice  to  indicate  the  degree  to  which 


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250  HANS  ZINSSER 

this  was  true.  Of  10  autopsy  strains  no  two  were  found  alike  by 
agglutination.  One  autopsy  strain  was  identical  with  one  of  the 
miscellaneous  strains,  and  another  autopsy  strain  was  identical  with 
another  of  the  micellaneous  ones.  Of  73  miscellaneous  strains,  no 
two  were  found  to  be  identical.  Of  54  strains  obtained  from  military 
patients,  only  2  strains  from  different  individuals  were  found  identical. 
But  in  one  case  the  third  day  isolation  was  identical  with  the  seventh 
day,  but  the  one  on  the  fourteenth  day  was  different.  Of  28  strains 
obtained  from  a  Hebrew  orphan  asylum  only  2  were  found  to  be 
identical.  And  of  a  family  of  6,  from  each  member  of  which  an 
organism  was  obtained,  all  the  strains  were  found  to  be  distinct. 
Park  states  that  in  9  of  the  autopsy  strains  the  "unlikeness"  of  the 
strains  was  so  sharp  that  absolutely  no  cross-agglutination  took  place. 

Bloomfield  who  introduced  influenza  bacilli  into  the  nasopharynges 
of  normal  people,  states  that  in  5  instances  which  he  isolated  influ- 
enza bacilli  more  than  twenty-four  hours  after  he  had  introduced 
them,  the  organisms  recovered  differed  from  those  introduced,  the  tests 
applied  being  the  biological  differential  methods  suggested  by  Rivers. 
The  strain  introduced  was  in  some  cases  an  indol  former  and  agglu- 
tinated with  stock  sera,  whereas  the  recovered  strain  formed  no  indol, 
and  did  not  agglutinate  with  the  serum.  In  another  case  the  strain 
introduced  was  non-hemolytic  and  formed  no  indol,  whereas,  the  one 
recovered  from  a  tonsillar  crypt  after  four  days  was  hemolytic  and 
formed  indol. 

It  is  plain  even  from  the  few  investigations  that  we  have  mentioned 
that  no  help  can  be  expected  at  this  time  from  serological  investiga- 
tions. The  agglutination  reaction  is  obviously  useless  for  this  pur- 
pose at  the  present  time.  When  investigators  as  careful  and  experi- 
enced as  Park  and  Williams  and  their  assistants  report  six  different 
agglutination  types  from  six  members  of  the  same  family,  the  first 
thought  that  comes  to  us  is  not  that  these  strains  are  all  different,  but 
rather  that  agglutination  in  this  group,  for  some  reason  or  other 
(perhaps  because  of  the  minuteness  of  the  organisms,  and  peculiar 
surface  tension  relations),  is  not  specific;  and  the  frequency  with  which 
normal  sera  have  fixed  with  influenza  bacillus  antigens  of  six  different 
races  in  our  own  laboratory,  leads  us  to  believe  that  complement 
fixation  too  is  a  method  of  small  promise  in  this  problem.    And  even 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  251 

though  specific  antibody  reactions  could  be  regularly  observed  in 
active  and  convalescent  cases,  it  is  doubtful  whether  this  would  show 
much  more  than  the  organism  is  pathogenically  significant;  whether 
as  the  original  etiological  factor,  or  as  a  secondary  invader,  however, 
would  still  be  in  doubt. 

Evidence  derived  from  vaccination 

Another  set  of  observations  which  must  be  included  in  our  considera- 
tion of  the  etiological  importance  of  influenza  bacilli,  are  those  which 
deal  with  artificial  immunization  or  vaccination,  prophylactically 
employed  during  influenza  epidemics.  Such  evidence  would  possess 
the  same  indirect  value  as  antibody  investigations,  in  that  protection 
with  influenza  vaccines  would  indicate  specific  relationship.  Such 
investigations  are  fraught  with  many  possibilities  of  error,  since  during 
an  epidemic  it  is  difficult  to  safeguard  the  vaccinated  and  the  controls 
from  accidental  infection,  and  to  impose  upon  them  conditions 
which  would  approach  experimental  accuracy. 

The  general  impressions  of  Park  who  thoroughly  realizes  the 
difficulties  attending  accuracy  in  such  work,  are  unfavorable  to  the 
assumption  of  any  protective  effect. 

Eyre  and  Lowe  inoculated  16,000  men,  leaving  5700  controls  which 
were  either  uninoculated  or  had  received  only  one  dose.  The  vaccines 
contained  pneumococcus,  streptococcus,  influenza  bacilli,  staphylo- 
coccus aureus,  micrococcus  catarrhalis,  Friedlander  bacilli  and  a 
bacillus  which  they  call  bacillus  septus.  They  tabulate  their  results 
as  follows: 

Percent 

Incidence  among  inoculated 1.3 

Incidence  among  uninoculated 4.1 

Mortality  among  inoculated 0.26 

Mortality  among  uninoculated 2.2 

Cadham  in  1919  reported  studies  in  which  he  used  mixed  vaccine? 
of  streptococcus,  pneumococcus  and  influenza  bacilli  upon  soldiers. 
He  claims  that  the  incidence  of  pneumonia  was  one-half  and  the 
mortality  less  than  one-third  among  the  inoculated  as  compared  with 
the  uninoculated.  The  mortality  of  inoculated  soldiers  was  2.5  per 
1000,  whereas,  in  the  town  nearby  among  the  general  population  it 


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.252  HANS  ZINSSER 

was  6.28  per  1000.  This  particular  experiment  proves  nothing  in 
our  opinion,  since  the  mortality  in  influenza  is  generally  due  to 
secondary  infections,  and  since  the  soldiers  were  all  vigorous  young 
people,  while  the  inhabitants  of  the  town  included  the  aged,  tuber- 
culous and  very  young. 

Wirgman  in  the  same  year  reported  observations  upon  11,000 
people  of  whom  800  were  inoculated  in  November  and  December, 
1918,  and  January,  1919.    His  figures  are  as  follows: 

percent 

Incidence  among  inoculated 5 

Incidence  among  non-inoculated 10 

Death  tate  among  inoculated 0 

Death  rate  among  non-inoculated 19 

Friend  reports  observations  at  a  public  school  in  West  Horsham 
made  during  this  epidemic.  Of  the  boys  633  were  inoculated  and  186 
uninoculated.  The  school  remained  free  of  influenza,  although  the 
disease  was  prevalent  in  West  Horsham  itself.  But  it  is  recognized 
by  Friend  that  physical  training,  careful  supervision,  hygiene,  and 
good  nutrition  played  important  rdles  in  holding  down  the  sick  rate. 

McCoy  in  a  criticism  of  vaccination  in  influenza  has  pointed  out 
a  number  of  significant  sources  of  error  in  such  investigations.  The 
chief  one  of  these  lies  in  the  fact  that  the  inoculations  have  usually 
been  done  during  the  progress  of  an  epidemic  and  that  the  case- 
incidence  among  the  inoculated  has  been  compared  with  the  case- 
incidence  among  the  general  population  or  controlled  groups  calcu- 
lated from  the  beginnings  of  the  epidemic.  It  is  obvious  that  a  num- 
ber of  the  cases  in  the  general  population  may  have  occurred  before 
the  vaccine  was  given,  and  among  the  vaccinated  are  included  a 
number  of  people  who  are  probably  insusceptible.  Also  he  points 
out  that  a  vaccine  cannot  ordinarily  be  expected  to  have  any  appre- 
ciable prophylactic  effects  in  less  than  seven  or  ten  days  after  it  is 
given,  and  considers  that  the  only  fair  comparison  is  one  which  takes 
into  account  calculations  on  vaccinated  and  unvaccinated  beginning 
ten  days  after  the  vaccinations  have  been  made.  In  summarizing  the 
evidence  he  selects  a  number  of  instances  in  which  these  criteria  have 
been  observed.  Thus  Hinton  and  Kane  vaccinated  about  one-half 
the  patients  is  an  epileptic  colony,  the  vaccinations  being  completed 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  253 

some  ten  days  before  the  disease  became  prevalent  in  the  institution. 
The  vaccine  contained  8,000,000  bacilli  per  centimeter,  and  a  total  of 
2,000,000,000,  was  given  to  each  person.  There  were  461  people 
vaccinated,  and  538  not  vaccinated.  Among  the  vaccinated,  there 
was  a  morbidity  of  35.4  per  cent,  with  17  per  cent  deaths,  while  among 
the  unvaccinated  there  were  34.3  per  cent  cases  with  13.5  per  cent 
deaths.  A  similar  experiment  was  done  on  naval  personnel  at  the 
Pelham  Bay  Training  Station  (Notes  on  preventive  medicine  for 
medical  officers,  United  States  Naval  Bulletin,  nos.  50  and  51).  Nine 
per  cent  of  the  154  inoculated,  and  5  per  cent  of  the  800  uninoculated 
developed  the  disease.  Similar  results  were  obtained  at  a  naval  base 
in  South  Carolina.  McCoy  reports  a  few  experiments  carried  out  in 
various  institutions  by  members  of  the  United  States  Public  Health 
Service  in  which  a  comparison  between  484  vaccinated  and  842  un- 
vaccinated controls  were  made.  Among  the  vaccinated  there  were 
31.6  per  cent  cases,  with  no  deaths,  and  among  the  unvaccinated  there 
were  26.3  per  cent  cases  with  1.8  per  cent  deaths*  In  this  case  the 
vaccine  was  a  pure  influenza  bacillus  suspension. 

We  may  summarize  this  phase  of  the  work,  in  complete  agreement 
with  McCoy,  to  the  effect,  that,  in  spite  of  the  general  impression 
favoring  the  value  of  vaccination  in  the  prevention  of  influenza, 
gained  from  the  study  of  poorly  controlled  experiments,  the  evidence 
furnished  by  experiments  that  have  been  controlled  in  every  particular 
has  so  far  failed  to  demonstrate  any  effects  whatever  upon  either 
incidence  ,of  mortality. 
Cfi* 

Inoculation  experiments 

The  most  perfect  proof  of  the  etiological  relationship  of  influenza 
bacilli  with  the  disease  could  of  course  be  obtained  by  the  production 
of  the  typical  disease  in  normal  human  beings  by  inoculation  with' 
pure  cultures  of  influenza  bacilli.  During  the  earlier  pandemic  it 
seemed  that  certain  laboratory  accidents  had  definitely  indicated  that, 
such  transmission  was  possible,  the  one  most  frequently  cited  being 
the  laboratory  infection  of  Kretz  whose  nose  touched  a  plate  he  was 
fishing,  and  who  in  consequence  developed  an  acute  inflammation  of 
the  respiratory  passages  with  influenza  bacilli  persisting  in  his  sputum 
for  several  months.    In  such  cases,  however,  just  appraisal  of  the 


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254  HANS  ZINSSER 

evidence  is  difficult  because  these  accidents  occurred  during  an  epi- 
demic or  its  early  post-epidemic  periods  and  happened  to  individuals 
the  nature  of  whose  work  brought  them  into  contact  with  infectious 
material.  Also  the  symptoms  described  were  usually  those  of  local- 
ized catarrhal  inflammations  rather  than  of  true  influenza.  Purpose- 
ful and  well  controlled  experiments  upon  man  would  be  more  con- 
clusive and  extensive  attempts  in  this  direction  have  accordingly  been 
made  by  a  number  of  investigators  during  the  last  pandemic. 

Since  typical  influenza  cannot  be  produced  in  any  of  the  lower 
animals,  the  only  species  which  besides  man  are  worth  considering 
for  such  work  are  the  monkeys  and  the  higher  apes.  Within  recent 
months  Cecil  and  Blake  working  at  the  United  States  Army  Medical 
School  in  Washington,  have  succeeded  in  producing  typical  lobar 
pneumonias  by  intratracheal  inoculation  of  pneumococci  in  various 
species  of  monkeys.  This  encouraged  them  to  experiment  upon  these 
animals  with  pure  cultures  of  influenza  bacilli.  They  used  a  Philip- 
pine monkey,  Macacus  Syrichtus,  and  a  Central  American  species, 
Cebus  Capucinus.  The  strains  of  Pfeiffer  bacilli  employed  were 
isolated  from  an  influenzal  pneumonia  in  a  child.  The  virulence  of 
the  strains,  which  has  been  on  artificial  media  for  six  weeks,  was  raised 
by  successive  mouse  passages  and  subsequent  intraperitoneal  passage 
through  a  series  of  13  monkeys.  They  then  inoculated  a  group  of 
22  monkeys.  The  material  used  for  inoculation  consisted  of  first  or 
second  subcultures  of  organisms  isolated  from  animals  dead  of  pneu- 
monia or  peritonitis,  and  of  peritoneal  exudates  from  such  animals, 
used  directly  from  the  body. 

In  some  monkeys  the  material  was  introduced  into  the  nose  by 
application  with  a  sterile  cotton  swab  or  with  a  pipette.  In  another 
group  the  material  was  introduced  low  down  into  the  trachea  by 
injection  with  a  syringe. 

Twelve  monkeys  were  inoculated  by  the  nasal  method  and  in 
every  instance  acute  respiratory  disease  developed;  three  to  five  hours 
after  inoculation  there  was  prostration,  in  some  cases  with  a  tempera- 
ture of  from  103°  to  106°F.  in  others  there  was  very  little  or  no  fever. 
Sneezing,  rubbing  of  the  nose  and  other  signs  of  catarrh  became 
manifest.  In  most  cases  at  the  end  of  twenty-four  to  forty-eight 
hours  the  infection  spread  to  the  lower  passages  and  a  cough  developed. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  255 

Five  of  the  monkeys  developed  acute  sinusitis  from  which  the  influenza 
bacillus  could  be  obtained.  Two  animals  developed  pneumonia 
on  the  third  and  fourth  days,  and  the  influenza  bacillus  was  obtained 
in  pure  culture  from  the  lungs.  Ten  monkeys  received  intratracheal 
injections  of  1  to  5  cc.  Again  prostration  and  temperature  developed 
in  most  of  them  with  respiratory  symptoms.  In  one  case  general 
infection  with  speticemia  and  pericarditis  ensued.  None  of  these 
died.  Seven  developed  pneumonia  and  were  killed  during  the  active 
stage,  and  from  the  lungs  influenza  bacilli  in  pure  culture  were  re- 
covered. The  pneumonia  which  developed  was  widespread,  and 
lobular  in  type,  with  extensive  hemorrhage  and  edema  appearing  to 
Blake  and  Cecil  similar  to  that  occurring  in  man. 

The  experiments  of  these  investigators  show  that  the  bacillus  of 
influenza  can  produce  a  violent  infection  of  the  upper  respiratory 
tract  with  catarrhal  symptoms  and  other  manifestations,  common 
in  man  at  the  time  of  prevalence  of  influenza  epidemics.  There  can 
be  no  doubt  about  the  fact  that  these  experiments  add  considerable 
weight  to  the  assumption  that  the  bacillus  of  influenza  causes  the 
disease  in  man.  We  will  recur  to  this  in  our  final  discussion  of  this 
phase  of  the  general  evidence. 

More  directly  pertinent  are  inoculation  experiments  on  man. 
David  J.  Davis  in  a  letter  written  to  the  Journal  of  the  American 
Medical  Association  of  May  3,  1919,  writes  that  in  1906,  having 
isolated  influenza  bacilli  from  a  considerable  number  of  cases  of 
whooping  cough,  measles  and  varicella,  he  inoculated  a  young  healthy 
man  with  pure  cultures  of  the  bacilli.  Preliminary  cultures  showed 
no  similar  organisms  in  the  subject's  throat;  he  had  had  no  serious 
illness  of  any  kind  within  the  immediately  preceding  period.  The 
washings  of  6  blood  agar  tubes  were  taken  up  in  salt  solution  and  the 
throat,  tonsils,  and  nasal  mucosa  were  smeared  with  the  suspension. 
Forty-eight  hours  after  the  inoculation  he  complained  of  chilliness 
and  great  weakness.  A  temperature  of  100.2°  developed,  but  rapidly 
subsided,  returning  to  normal  on  the  third  day.  He  complained  of 
headache,  general  malaise,  and  coughed  slightly.  The  throat  was 
slightly  congested,  and  the  pharynx  coated  with  thick,  stringy  mucus. 
The  local  condition  persisted  for  about  four  weeks  during  which  there 
was  a  very  slight  cough  which  did  not  in  any  sense  resemble  that  of 


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256  HANS  ZINSSER 

whooping  cough.  During  the  first  few  days  an  almost  pure  culture 
of  influenza-like  bacilli  was  recovered.  In  the  course  of  the  next 
three  weeks  the  influenza  bacilli  gradually  disappeared  from  the 
throat.  There  were  no  complications.  The  description  of  this  case, 
as  given  in  Dr.  Davis's  letter  has  certain  important  points  of  similarity 
with  early  cases  of  epidemic  influenza,  especially  as  regards  the  mild- 
ness of  the  local  symptoms  with  the  sudden  development  of  tempera- 
ture, severity  of  the  systemic  symptoms  and  short  duration  of  the 
fever. 

In  1919,  Rosenau,  McCoy  and  collaborators,  working  under  Govern- 
ment auspices,  carried  out  a  series  of  important  experiments  on  man 
carefully  controlled  and  elaborately  planned.  The  group  conducting 
the  investigation  were  officers  of  the  United  States  navy  and  of  the 
Public  Health  Service;  McCoy,  Goldberger,  Leake  and  Lake  on  the 
part  of  the  Public  Health  Service,  cooperating  with  Rosenau,  Keegan 
and  Richey,  on  the  part  of  the  United  States  navy.  The  experiments 
were  carried  out  at  Gallops  Island,  the  quarantine  station  near 
Boston.  The  volunteers  were  all  between  eighteen  and  twenty-five 
years  of  age  and  in  good  physical  condition.  Of  the  100  men  used, 
none  of  them  had  had  influenza  or  any  febrile  attack  during  the 
preceding  winter.  Preliminary  experiments  in  which  pure  cultures 
of  the  influenza  bacillus  in  moderate  amounts  were  instilled  into  the 
nostrils  of  a  few  of  the  volunteers  were  entirely  negative.  In  con- 
sequence, a  more  drastic  experiment  was  decided  upon.  Nineteen 
volunteers  were  given  a  considerable  quantity  of  a  mixture  of  13 
different  strains  of  Pfeiffer  bacillis,  some  of  them  recently  obtained 
from  the  lungs  at  autopsy,  others  representing  subcultures  of  different 
culture-generations  obtained  from  recent  cases.  Suspensions  of  the 
bacteria  were  sprayed  into  the  nostrils,  eyes,  and  throats  with 
atomizers  while  the  volunteers  were  inspiring.  Several  billions  of 
the  organisms  were  used  on  each  one,  but  not  a  single  one  of  them 
developed  any  kind  of  illness. 

Following  these  negative  experiments  an  attempt  was  made  to 
infect  directly  with  mucous  secretions  obtained  from  the  mouths, 
noses,  throats,  and  bronchi  of  active  cases  of  influenza.  The  material 
was  obtained  from  febrile  cases  by  washing  out  nostrils  and  throats 
with  5  cc.  of  salt  solution  and  allowing  the  patient  to  blow  his  nose 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  257 

vigorously  into  a  sputum  dish.  They  were  then  made  to  gargle  with 
some  of  the  solution  and  this  was  added  to  the  rest.  Bronchial  mucus 
was  obtained  after  coughing,  and  the  nares  and  throats  were  swabbed. 
The  swabs  with  all  the  materials  were  then  put  into  bottles  with  glass 
beads,  and  this  (properly,  called  "stuff"  by  Rosenau)  was  administered 
to  the  volunteers.  Ten  men  were  used  and  each  of  them  received 
about  1  cc.  sprayed  into  nose  and  throat  while  inspiring,  and  into  the 
eyes.  None  of  them  became  sick.  Other  experiments  done  at  this 
time  by  the  same  Board  will  be  recorded  when  we  come  to  speak  of 
titrable  virus.  Most  astonishing  of  all  of  the  work  done  by  this 
Board  are  the  entirely  negative  attempts  to  infect  such  volunteers  by 
bringing  them  into  the  closest  possible  direct  respiratory  contact  with 
cases  in  the  active  stages  of  the  disease. 

McCoy  and  Richey  carried  out  similar  experiments  at  Goat  Island 
in  San  Francisco  Harbor,  also  with  entirely  negative  results. 

It  is  very  difficult  to  comment  upon  these  experiments.  Their  com- 
pletely negative  character  would  lead  one  to  assume  not  only  that 
influenza  bacilli  did  not  convey  the  disease,  but  the  upper  respira- 
tory secretions  of  influenza  patients  were  not  the  vehicle  of  infection. 
The  latter  conclusion  can  hardly  be  credited  in  view  of  the  large  volume 
of  epidemiological  evidence  in  favor  of  such  transmission;  and  when 
we  consider  the  experience  and  reliability  of  the  investigators  who 
carried  out  these  experiments  we  must  assume  that  some  third  factor, 
the  most  likely  one  being  insusceptibility  on  the  part  of  the  volunteers 
must  have  played  a  part.  Even  this,  however,  would  seem  unlikely 
in  view  of  the  large  number  of  men  used  and  the  careful  scrutiny 
made  before  the  experiment.  As  a  matter  of  fact  there  is  no  satis- 
factory explanation  for  these  failures  at  the  present  time. 

Wahl,  White  and  Lyall  in  1919  also  applied  saline  emulsions  of 
fresh  Pfeiffer  strains  from  epidemic  influenza  cases  to  the  nares  and 
nasopharynges  of  5  healthy  men,  absolutely  without  success;  and  these 
investigators  did  not  succeed,  except  in  a  single  case,  in  recovering 
the  influenza  bacilli  from  the  nares  forty-eight  hours  later.  To  this 
point  we  will  refer  in  our  summary  since  we  consider  it  of  considerable 
importance. 

Bloomfield,  investigating  more  particularly  the  length  of  time  dur- 
ing which  influenza  bacilli  would  persist  in  the  upper  respiratory  pas- 


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258  HANS  ZINSSER 

sages  of  healthy  individuals,  introduced  3  different  strains  of  influenza 
bacilli  in  large  amounts  into  the  upper  air  passages,  and  in  none  of 
his  5  cases  observed  any  local  or  general  pathological  effects.  More- 
over Bloomfield  found  that  the  organisms  disappeared  within  from  one 
to  two  days,  and  that  a  carrier  state  was  produced  in  none  of  them. 

Yamanouchi,  in  connection  with  his  experiments  on  filtrable  virus, 
has  reported  completely  negative  experiments  with  the  Pfeiffer  bacil- 
lus in  man. 

Lister  and  Taylor  though  unsuccessful  with  filtered  material,  inocu- 
lated 5  controls  with  unfiltered  material  from  influenza  lungs.  Two 
of  these  had  typical  attacks  of  influenza,  coming  down  with  the  disease 
thirty-six  hours  after  the  material  had  been  instilled  into  the  naso- 
pharynx. One  volunteer  was  sprayed  with  a  pure  culture  of  influenza 
bacilli  and  came  down  with  a  "mild  attack." 

More  recently,  Cecil  reported  to  the  Medical  Section  of  the  New 
York  Academy  of  Medicine  (May  19,  1920)  a  few  experiments  in 
which  he  introduced  Pfeiffer  bacilli  (the  virulence  of  which  had  been 
raised  by  methods  analogous  to  those  used  in  his  previous  monkey 
experiments)  into  6  persons.  He  obtained  moderate  local  and 
systemic  symptoms  which  suggested  very  mild  influenzal  attacks, 
curiously  enough  there  was  absolutely  no  temperature  in  any  of  them. 

Attempts  to  produce  typical  influenza  with  cultures  of  influenza 
bacilli  have,  therefore,  been  negative  in  most  cases.  With  the  ex- 
ception of  the  few  instances  of  apparent  success  by  Lister  and  Taylor 
and  the  last  suggestive  experiments  of  Cecil  no  encouragement  has 
been  obtained  along  these  lines.  But  it  should  be  remembered  that 
it  has  been  shown  that  it  is  extremely  difficult  (as  in  Bloomfield's 
work)  to  induce  the  influenza  bacillus  to  gain  a  foothold  on  the  normal 
mucosa,  and  negative  experiments  cannot  be  taken  as  conclusive 
until  a  failure  to  obtain  symptoms  persists  in  spite  of  the  establish- 
ment of  the  organisms  in  the  inoculated  throats  for  at  least  forty-eight 
to  seventy-two  hours. 

Filtrable  virus 

Before  we  can  attempt  to  summarize  views  on  the  etiological  im- 
portance of  the  influenza  bacillus,  it  becomes  necessary  to  consider 
in  some  detail  a  series  of  investigations  inspired  by  the  suggestion  that 
influenza  may  be  due  to  a  filter-passing  virus. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  259 

The  thought  that  such  a  virus  might  be  responsible  for  influenza 
is  suggested  by  the  nature  of  the  mild  cases  which  appear  early  in 
epidemics,  the  extreme  infectiousness  of  the  disease,  and  the  lack  of 
uniform  bacteriological  findings  in  such  early  cases.  Moreover,  the 
clinical  similarity  of  the  catarrhal  features  of  mild  grippe  with  the 
ordinary  common  cold,  in  which  the  work  of  Kruse,  Foster  and  others 
has  indicated  a  possible  "filtrable  virus"  etiology  aroused  hopes  of 
similar  "leads"  in  the  influenza  problem. 

In  October,  1918,  at  the  Academy  of  Sciences  in  Paris,  Nicolle  and 
Lebailly  made  a  preliminary  report  on  studies  which  later  they  de- 
scribed in  detail  in  the  Annales  of  the  Pasteur  Institute.  These 
workers  first  inoculated  mice  and  guinea  pigs,  intraperitoneally  and 
intracerebrally,  with  blood  and  secretions  from  a  typical  case  of  un- 
complicated grippe.  These  attempts  were  unsuccessful.  They  then 
inoculated  nasal  and  buccal  secretions  of  a  typical  case  into  the 
conjunctiva  and  the  nasal  cavities  of  several  monkeys  (Macacus 
Sinicus)  using  the  secretions  both  filtered  and  unfiltered.  At  the  same 
time  they  inoculated  two  healthy  human  beings.  The  monkeys 
became  sick  in  six  days  with  a  temperature  of  40°C.  and  with  diarrhea 
and  great  depression.  Both  of  the  human  beings  who  had  been 
subcutaneously  inoculated  with  the  filtrate  became  ill  at  about  the 
same  time,  and  in  the  same  way  as  the  monkeys.  Blood  from  the 
first  monkey  was  injected  into  a  man  twenty-two  years  old  without 
result. 

Subsequently,  they  injected  blood  of  a  typical  case  into  a  man 
intravenously.  The  result  was  doubtful,  but  this  subject  was  older 
than  the  others,  a  fact  to  which  they  attribute  their  partial  failure. 
They  concluded  that:  (1)  Influenza  secretions  are  virulent.  (2) 
Macacus  sinicus  and  Cynomologus  are  susceptible  by  conjunctival 
and  nasal  inoculation;  (3)  the  agent  is  filtrable  since  the  filtered  secre- 
tions produced  disease  in  2  human  beings  after  subcutaneous  inocula- 
tion. (4)  intravenous  inoculations  and  blood  inoculations  are  un- 
successful; (5)  virus  is  easily  destroyed  by  drying  or  by  prolonged 
exposure  to  conditions  outside  the  body. 

At  about  the  same  time  Dujarric  de  la  Riviere  took  blood  from  4 
severe  influenza  cases  and  after  dilution  filtered  it  through  Chamber- 
land  filters.    He  injected  himself  subcutaneously  with  4  cc.  of  this 


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260  HANS  ZINSSER 

filtrate.  On  the  third  day  after  the  inoculation  he  developed  intense 
headache,  pains  in  the  limbs,  chilliness  and  weakness.  His  tempera- 
ture went  to  38°C.  and  fluctuated  from  then  until  the  fifth  day,  after 
which  he  rapidly  improved;  great  weakness  and  cardiac  disturbances 
remained.  He  seemed  to  be  immune  to  subsequent  inoculations  of 
the  sputum  filtrate  sprayed  into  his  nose  and  throat. 

Selter  in  1918,  failing  to  find  influenza  bacilli  with  any  regularity, 
tried  the  same  thing.  He  filtered  nasopharyngeal  mucus  and  gargle 
water  of  patients  early  in  the  disease,  through  Berkfeld  filters,  and 
sprayed  his  own  throat  and  that  of  a  woman  assistant  with  this 
material,  both  of  them  inhaling  the  spray.  In  both  cases  a  "mild 
influenza"  resulted  within  seventeen  to  twenty  hours. 

Binder  and  Prell  in  the  same  year  described  minute  bodies  smaller 
than  cocci  in  the  tissue  spaces  around  the  vessels  of  the  lungs  in  all 
cases  of  influenza  and  failed  to  find  similar  bodies  in  other  pulmonary 
infections.  These  coccoid  bodies  were  as  small  as  those  described  by 
Noguchi  in  poliomyelitis,  and  could  be  stained  by  iron  hematoxylin 
and  Giemsa,  but  not  by  Gram.  They  believed  that  they  could 
cultivate  these  bodies  in  serum-sugar-broth,  but  were  extremely 
cautious  in  drawing  etiological  conclusions. 

V.  Angerer,  soon  after  this,  inoculated  rats  with  the  serum  of  in- 
fluenza cases.  When  the  animals  became  sick  he  filtered  their  blood, 
and  cultured  the  filtrates  in  glucose  bouillon.  In  these  cultures  he 
found  minute  granules  similar  to  those  described  by  Binder  and  Prell. 
Similar  bodies  he  claims  to  have  cultivated  directly  from  the  serum 
of  human  influenza  cases.  He,  too,  was  extremely  cautious  in  drawing 
conclusions  from  these  findings. 

In  October,  1918,  Bradford,  Bashford,  and  Wilson  published  results 
of  studies  upon  six  diseases  including  trench  fever  and  influenza 
in  which  they  claimed  to  have  shown  that  filter-passing  organisms 
were  involved  in  all  of  them.  With  their  filtrates  they  produced  illness 
in  guinea  pigs  and  monkeys;  and  in  anaerobic  cultures  prepared  by  a 
modification  of  the  ordinary  technique  employed  for  Treponema 
pallid  they  observed  certain  small  Gram-positive  bodies  which  they 
regarded  as  the  causative  agents. 

Similar,  though  less  extensive  experiments  were  reported  by  Gibson, 
Bowman  and  Conner. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  261 

Later,  Arkwright  who  had  been  working  along  the  same  lines 
criticized  the  results  of  Bradford,  Bashford  and  Wilson,  reporting 
negative  experiments  carried  out  by  the  war  office  upon  three  volun- 
teers inoculated  with  the  supposed  cultures  of  Captain  Wilson.  He 
also  pointed  out  the  frequency  of  the  appearance  of  small  coccoid 
bodies  in  control  tubes  of  media  prepared  by  the  method  used  by  the 
other  investigators.  Indeed,  the  almost  regular  observation  of 
cloudiness  and  of  minute  coccus-like  bodies  in  tubes  prepared  by  the 
anaerobic  method  mentioned  above  has  puzzled  many  workers  in  the 
past.  We  have  noticed  it  again  and  again  in  work  with  syphilis  and 
poliomyelitis  and  are  quite  sure  that  it  is  dependent  upon  the  action 
of  the  tissue  enzymes  upon  the  protein  of  the  medium.  Bradford  and 
Wilson  admit  the  inconclusiveness  of  their  results,  at  least  as  far  as 
the  minute  bodies  are  concerned,  in  statements  appended  to  Ark- 
wright's  article. 

In  1919,  Yamanouchi,  Sakakami  and  Iwashima  reported  experi- 
ments on  the  filtration  of  influenza  virus  which,  if  they  could  be  com- 
pletely accepted,  would  settle  the  entire  matter,  conclusively.  These 
results  were  as  follows: 

1.  An  emulsion  made  of  the  sputa  of  43  influenza  patients  in  Ringer's 
solution  was  injected  into  nose  and  throat  of  12  healthy  people. 

2.  Filtrates  of  the  same  emulsion  was  injected  into  noses  and  throats  of 
12  other  healthy  people.  Six  who  had  already  had  influenza  showed  no 
symptoms,  but  all  of  the  other  18,  those  who  had  had  the  emulsion  and  those 
who  had  had  the  filtrate,  came  down  with  the  disease  after  an  incubation 
of  two  to  three  days. 

3.  Filtrates  of  blood  of  influenza  patients  were  injected  into  noses  and 
throats  of  6  other  healthy  people  with  similar  positive  results. 

4.  Filtrates  of  sputa  were  inoculated  into  4  healthy  people;  and  4  others 
received  filtrates  of  the  blood  of  influenza  patients  subcutaneously.  All  of 
them  developed  the  disease  after  two  or  three  days  with  the  exception  of 
the  one  who  had  had  influenza. 

5.  A  pure  culture  of  Pfeiffer  bacilli  and  a  Pfeiffer  bacillus  culture  mixed 
with  pneumococci,  staphylococci  and  streptococci  was  injected  into  nose 
and  throat  of  14  healthy  people  who  had  not  had  influenza.  No  symptoms 
followed  these  injection*. 


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262  HANS  ZINSSER 

Lister  and  Taylor  working  in  South  Africa  filtered  material  from  the 
lungs  and  throats  of  typical  influenza  cases  and  instilled  the  filtrates 
into  the  nostrils  and  throats  of  human  volunteers  and  monkeys.  All 
were  negative.  Of  5  controls  receiving  unfiltered  material,  2  had  typical 
attacks  of  influenza  36  hours  after  inoculation.  All  the  monkeys, 
even  those  that  received  unfiltered  material,  remained  well.  They 
sprayed  the  nasal  passages  of  one  volunteer  with  a  pure  culture  of 
influenza  bacilli,  and  in  this  case  a  "mild  attack"  resulted. 

Wahl,  White,  and  Lyall  in  1919  sprayed  the  nasopharyngeal  cavities 
of  several  men  with  Berkfeld  filtrates  of  material  from  pneumonic 
lungs  of  typical  influenza  cases,  with  entirely  negative  results. 

Leschke,  in  the  same  year,  used  bronchial  secretions  and  juices 
expressed  from  the  lungs  of  influenza  cases  and  filtered  them  through 
Berkfeld  filters.  He  inoculated  these  into  ascites  broth.  After 
forty-eight  hours,  minute  round  bodies  were  noticed  which  could  be 
stained  with  heated  concentrated  carbol  fuchsin  and  were  Gram- 
negative.  They  could  not  be  transferred  successfully  to  new  cul- 
tures, but  these  minute  bodies  were  also  visible  in  bronchial  sercretions 
of  dead  influenza  cases  as  well  as  in  lung  sections.  Lung  filtrates, 
incubated  for  several  days  and  vaporized,  were  inhaled  by  a  number 
of  people  for  several  minutes.  These  individuals  came  down  with 
"typical  influenza  !" 

Fejes  (in  1919)  filtered  the  sputum  of  influenza  pneumonia  cases 
and  iniected  it  subcutaneously  into  rabbits  and  guinea  pigs  without 
result.  The  same  material  was  injected  on  four  separate  occasions 
into  monkeys,  two  monkeys  being  used  in  each  experiment.  In  these 
cases  one  monkey  was  injected  with  the  material  immediately  after 
filtration,  and  the  other  after  heating  for  one  hour  at  65°.  The 
animals  that  received  the  heated  filtrate  remained  well.  All  the 
monkeys  treated  with  the  unheated  filtrate  died  several  days  after 
the  inoculation,  with  clinical  and  pathological  appearances  of  general 
hemorrhagic  sepsis.  The  material  from  which  the  filtrates  were 
made  showed  in  one  case  a  pure  pneumococcus,  in  the  second  a 
streptococcus  hemolyticus,  and  in  the  other  two  mixed  cultures  with 
Pfeiffer  bacilli.  The  bacteriological  analysis  of  the  animals  that  died 
is  unsatisfactory  as  described. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  263 

Minute  bodies  in  smears  of  throats,  noses  and  exudates  of  influenza 
cases  also  have  been  described  by  Kronberger  and  Poppelmann. 

Experiments  made  by  the  United  States  Public  Health  Service  and 
the  United  States  navy  under  the  direction  of  Rosenau  and  McCoy 
are  among  the  most  extensive  that  have  been  carried  out  upon  human 
beings.  They  have  been  referred  to,  in  part,  in  a  preceding  section. 
After  unsuccessful  attempts  to  produce  the  disease  with  pure  influenza 
bacilli,  they  instilled  filtered  nasopharyngeal  mucus  from  fresh  cases 
into  the  tonsils,  throats  and  eyes.  The  results  were  entirely  negative. 
Subcutaneous  inoculation  of  similar  filtrates  into  10  volunteers,  each 
one  receiving  3  cc.,  were  entirely  unsuccessful.  Negative  results 
were  also  obtained  when  blood  was  injected  and  when  the  volunteers 
were  brought  into  close  respiratory  contact  with  active  cases. 

In  the  May  29  issue  (1920)  of  the  Journal  of  the  American  Medical 
Association,  Olitsky  and  Gates  published  a  series  of  experiments  also 
dealing  with  a  filtrable  infectious  agent  in  influenza.  They  used 
filtered  and  unfiltered  influenza  secretions,  and  filtered  and  unfiltered 
lung  tissue  suspensions  prepared  from  previously  inoculated  rabbits. 
The  inoculations  were  carried  out  directly  into  the  lungs  by  means  of 
the  intratracheal  catheter,  3  cc.  of  the  material  being  used  for  rabbits 
weighing  from  2\  to  3  kgms.  From  7  to  8  fresh  cases,  that  is  cases 
less,  than  thirty-six  hours  old,  they  obtained  definite  effects  in  rabbits 
which  they  describe  as  follows:  Within  twenty-four  to  forty-eight 
hours  after  inoculation,  fever  developed,  with  listlessness  and  general 
illness  of  the  animal.  With  this  there  was  conjunctivitis  and  a  marked 
leukopenia.  These  symptoms  lasted  for  about  three  days,  after 
which  the  animal  returned  to  normal.  They  never  died  except  in 
cases  where  obvious  secondary  infection  had  taken  place.  When 
killed  during  the  period  of  illness,  the  respiratory  organs  alone  showed 
pathological  changes.  The  lungs  were  enlarged  and  edematous,  and 
often  hemorrhagic.  There  were  hemorrhagic  foci  on  microscopic 
sections,  and  there  was  a  cellular  exudate  in  the  alveoli.  Controls 
made  by  many  different  methods  failed  to  show  similar  effects.  After 
this,  repeated  filtration  did  not  interfere  with  the  effects  described 
above.  The  agent,  whatever  it  was,  seemed  to  resist  50  per  cent 
glycerine  for  nine  months.    They  draw  very  conservative  conclusions. 

Since  the  first  writing  of  this  paper,  Olitsky  and  Gates  have  con- 


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264  HANS  ZINSSER 

siderably  extended  their  researches  by  further  animal  inoculations 
and  cultivation  experiments  by  anaerobic  methods  corresponding  to 
those  used  in  treponema  cultivation,  namely,  anaerobiosis  with  tissue 
and  ascitic  fluid.  They  have  cultivated  from  filtered  nasopharyngeal 
washings  of  influenza  patients  in  the  first  thirty-six  hours,  a  minute 
bacilloid  body  capable  of  indefinite  propagation  on  artificial  media, 
which  they  have  named  the  bacteria  pneumosintes  because  of  its 
peculiar  pathological  reactions  in  lung  tissue.  They  have  also  re- 
covered this  organism  from  the  lungs  of  infected  rabbits.  This 
minute  Gram-negative  bacillus-like  organism  is  apparently  strictly 
anaerobic  and  retains  its  virulence  for  rabbits  for  only  a  limited  num 
ber  of  generations  after  cultivation  from  the  human  body.  They 
obtained  it  again  during  the  short  influenzal  wave  of  the  past  winter, 
1921-1922,  and  the  characteristics  of  this  organism  are  similar  to  the 
original  one.  After  prolonged  cultivation,  the  organism  appears 
considerably  larger  than  one  would  expect  from  a  filtrable  virus,  but 
still  they  continue  to  obtain  growth  from  filtrates  through  N  and  W 
filters.  Similar  but  distinctly  different  organisms  of  a  somewhat 
larger  size  and  slightly  fusiform  appearance  were  obtained  from  com- 
mon colds  and  normal  throats.  There  seems  to  be  no  doubt  in  the 
writer's  mind,  after  seeing  their  cultures,  that  Olitsky  and  Gates 
have  observed  a  group  of  organisms  hitherto  undescribed,  and  the 
relationship  of  the  true  pneumosintes  to  early  influenza,  its  apparent 
preparatory  influence  for  secondary  infection  must  lead  one  to  take 
it  seriously  as  one  of  the  possible  etiological  suggestions.  The  diffi- 
cult nature  of  the  entire  problem,  however,  does  not  permit  acceptance 
of  this,  though  strict  attention  to  their  methods  and  results  will  be 
necessary  for  all  investigators  who  approach  the  influenza  problem 
when  another  wave  becomes  eminent. 

Summary  of  evidence  bearing  upon  etiology 

In  the  course  of  every  scientific  investigation,  it  becomes  necessary, 
from  time  to  time,  to  classify  and  analyze  the  available  data  in  order 
that  there  may  be  a  clear  differentiation  between  experimentally 
determined  facts,  probabilities  amenable  to  further  experimentation 
and  pure  surmise.  It  is  a  systematization  not  only  of  our  knowledge 
but  of  our  ignorance  as  well.    For  in  subjects  as  involved  as  are  the 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  265 

problems  of  influenza,  on  which  so  many  different  people  have  written 
from  so  many  different  points  of  view,  the  few  'available  facts  may 
easily  be  lost  in  an  accumulation  of  clinical  and  Experimental  slag. 

Conclusions  cannot  be  drawn.  But  we  can  segregate  the  obviously 
misleading  from  the  proven  facts  and  can  perhaps  formulate  more 
clearly  the  directions  of  study  which  appear  most  promising  of  even- 
tual light. 

It  is  entirely  in  this  sense  that  we  submit  the  following  summary: 

Influenza  in  its  simplest  clinical  form  is  a  mild  fever,  with  sudden 
onset,  characteristic  pains  in  head,  back,  and  limbs,  great  prostration 
and  a  fever  curve  which  rarely  lasts  longer  than  three  or  four  days. 
It  is  in  this  form  that  it  usually  makes  its  first  epidemic  appearance, 
and,  at  this  stage,  causes  almost  no  mortality.  The  slight  sore  throat, 
mild  bronchitis  and  injection  of  the  conjunctivae  which  are  present 
in  a  large  number  of  the  cases  may  represent  secondary  infections 
or  complications,  but  are  more  probably  characteristic  features  of  the 
basic  disease. 

It  is  the  causation  of  this  basic  condition  which  constitutes  the 
true  etiological  problem  of  influenza.  While  it  is  generally  acknowl- 
edged that  the  influenza  bacillus  appears  early  in  the  disease  and  is 
present  with  considerable  regularity,  it  has  been  suggested  that, 
preliminary  to  this,  there  may  be  infection  by  some  other  agent, 
perhaps  a  filtrable  virus  which  paves  the  way  for  secondary  invasion, 
first  by  the  influenza  bacillus,  followed  by  other  bacteria  habitually 
present  in  the  upper  air  passages. 

In  favor  of  attributing  the  entire  process  to  influenza  bacilli  are: 
The  frequent  isolation  of  the  bacilli  even  from  the  earliest  and  simplest 
cases;  the  high  percentage  of  influenza  bacillus  isolations  from  all 
varieties  of  early  and  late  complications;  the  peculiar  distribution  of 
these  bacilli  in  the  large  and  small  bronchi  in  fatal  cases;  their  frequent 
presence  in  pure  culture  at  autopsy;  the  wide  distribution  of  the 
organisms  throughout  populations  at  times  of  epidemic,  and  their 
gradually  diminishing  frequency  in  normal  and  diseased  respiratory 
passages  as  epidemics  fade  into  the  past.  Recently  acquired  knowl- 
edge, furthermore,  regarding  the  potent  poisons  formed  by  influenza 
bacilli  in  culture,  permits  us  to  account  for  the  entire  clinical  complex 
of  the  simplest  variety  of  case  by  the  establishment  of  a  relatively 


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266  HANS  ZINSSER 

small  influenza  bacillus  focus  in  the  throat  or  nasopharynx  of  a  sus- 
ceptible individual. 

Against  the  assumption  of  the  etiological  importance  of  the  influenza 
bacillus  are  the  frequent  failures  of  competent  bacteriologists  to 
find  the  organisms  in  the  early  cases,  the  presence  of  the  bacilli  in 
the  throats  of  normal  individuals;  their  presence  in  pathological  con- 
ditions obviously  not  clinical  influenza;  their  frequent  presence  as 
complicating  invaders  in  whooping  cough,  measles,  etc.,  the  antigenic 
multiplicity  of  strains  isolated  at  times  of  epidemic;  and  the  infre- 
quency  of  positive  blood  culture  findings  in  early  cases.  None  of 
this  negative  evidence  is  conclusive  for  reasons  that  have  been  indi- 
cated in  the  text. 

Investigations  on  the  appearance  of  antibodies  in  the  serum  of  cases 
that  are  sick  with  or  convalescent  from  influenza  permit  of  absolutely 
no  conclusions  at  the  present  time,  owing  to  the  irregularity  in  anti- 
body reactions  done  with  influenza  bacillus  antigens,  whether  the 
method  used  be  that  of  agglutination  or  that  of  complement  fixation. 
The  curious  results  obtained  by  Cooper  and  Valentine  show  either  an 
enormous  multiplicity  of  influenza  bacilli  or  non-specificity  of  the 
agglutination  reaction  with  this  group.  Experiences  with  comple- 
ment fixation  have  not  given  uniformly  reliable  results  when  human 
sera  were  used.  Moreover,  were  we  to  find  an  increased  concentra- 
tion of  antibodies  against  influenza  bacillus  antigens,  it  would  serve 
to  prove  nothing  more  than  the  pathogenic  significance  of  the  influenza 
bacilli  which  we  know  from  cultural  studies  to  be  present  in  most 
cases,  and  would  not  help  us  to  decide  whether  the  organism  were  the 
primary  cause  of  the  disease  or  merely  secondary  invader.  It  would 
show  nothing  more  than  do  the  frequent  positive  serum  reactions 
which  have  been  obtained  in  influenza  and  in  some  other  diseases 
with  streptococcus  antigens. 

Protection  experiments  with  vaccines  have  been  absolutely  incon- 
clusive; indeed,  they  seem  to  indicate  that  influenza  vaccines  do  not 
protect  to  any  considerable  degree.  This,  however,  throws  little 
light  upon  the  etiological  problem  since  successful  vaccination  is 
delicately  dependent  upon  manner  of  vaccine  production,  dosage, 
mode  and  frequency  of  administration,  and  has  yielded  negative  or 
doubtful  results  even  in  diseases  in  which  the  etiological  problems  are 
settled. 


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ETIOLOGY  AND  EPIDEMIOLOGY  07  INFLUENZA  267 

Attempts  to  produce  the  disease  in  human  beings  with  pure  cultures 
of  influenza  bacilli  have  been  in  general  unsuccessful.  There  are, 
however,  a  few  very  suggestive  experiments  in  the  literature  particu- 
larly the  isolated  cases  of  Lister  and  Taylor,  of  Wahl,  White  and 
Lyall,  that  of  Dick  and  the  more  recent  ones  of  Cecil,  which  at  least 
show  that  occasionally  mild  systemic  illness  may  follow  the  introduc- 
tion of  the  bacilli.  The  completely  negative  results  of  Rosenau  and 
McCoy  and  their  collaborators,  of  Yamanouchi  and  others  are  dis- 
couraging, but  if  we  consider  that  in  such  experiments  two  factors 
must  be  simultaneously  adjusted  to  each  other  in  a  perfect  way, 
namely,  the  virulence  of  the  strain  and  the  susceptibility  of  the 
individual,  it  may  well  be  that  failure  of  one  or  the  other  of  these 
prerequisites  may  account  for  many  negative  attempts.  It  is  worth 
noting  in  this  connection,  too,  that  in  many  cases  where  negative 
results  were  obtained  the  organisms  rapidly  disappeared  from  the 
nasopharyngeal  mucosae  of  the  inoculated  individuals;  whereas,  in 
those  that  partially  succeeded,  as  well  as  in  some  accidental  infections 
with  cultures  the  organisms  remained  present  for  some  time,  showing 
that  in  the  former  they  were  quickly  removed  by  the  protective  mecha- 
nism, whereas,  in  the  latter,  they  were  able  to  establish  a  foothold. 

Although  the  burden  of  the  evidence  so  far  cited  seems  to  point 
in  the  direction  of  probable  causation  by  the  influenza  bacillus,  it  is 
obvious  that  there  are  a  number  of  elements  of  uncertainty.  To 
these  there  is  added,  as  a  very  serious  objection,  the  report  from 
several  sources  which  cannot  be  ignored,  of  successful  production  of 
an  influenza-like  disease  in  human  beings  with  filtrates  of  influenzal 
material — the  conditions  so  produced  cannot  be  positively  identified 
as  true  influenza.  Nevertheless,  they  are  sufficiently  suggestive  to 
necessitate  further  experimental  study. 

This  leaves  the  entire  subject  in  a  very  unsatisfactory  condition. 
The  temptation  to  draw  definite  conclusions  from  material  of  this 
kind  is  always  a  strong  one.  But  to  profess  certainty  when  available 
evidence  does  not  justify  definite  conclusions  is  as  serious  an  error  as 
to  put  forth  inconclusive  experimental  work,  and  would  serve  merely 
to  mask  the  truth. 

One  thing  seems  distinctly  worth  emphasizing  in  closing  a  discus- 
sion of  influenzal  etiology  at  the  present  time,  and  that  is  the  advisa- 


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268  HANS  ZINSSER 

bility  of  constant  attention  to  the  entire  influenza  literature  on  the 
part  of  bacteriologists  working  in  well  equipped  laboratories  with 
assistants  and  equipment  sufficient  to  attack  large  problems  of  this 
kind  when  occasion  arises.  The  problem  of  influenza  etiology  will 
not,  in  our  opinion,  be  solved  at  times  when  influenza  epidemics  are 
in  full  swing  or  in  their  secondary  or  tertiary  waves.  Solution  will 
come  from  laboratories  that  are  prepared  to  pounce  upon  the  oppor- 
tunity when  epidemics  are  in  their  adolescence,  and  bacteriologists 
will  miss  this  opportunity  of  swinging  their  equipments  and  energies 
for  a  few  intensive  months  into  this  extremely  important  problem 
unless  they  are  familiar  with  the  clinical  aspects  of  early  influenza, 
such  as  we  have  outlined  it  in  a  previous  paragraph,  and  unless  they 
are  thoroughly  and  critically  familiar  with  the  important  etiological 
work  that  has  been  done.  This  alone  we  would  regard  as  sufficient 
excuse  for  an  inconclusive  summary  of  etiological  studies  such  as  that 
in  the  preceding  section. 

THE  EPIDEMIOLOGY  OF  INFLUENZA 

Former  epidemics 

In  diseases  like  smallpox,  diphtheria,  scarlet  fever,  etc.,  in  which 
sharp  clinical  and  etiological  definition  is  possible,  epidemiological 
data  can  be  obtained  with  considerable  accuracy.  In  influenza  such 
studies  are  rendered  incomparably  more  difficult  because  of  the 
diagnostic  difficulties  emphasized  in  preceding  sections,  and  because 
of  the  complete  lack  of  any  etiological  criterion  of  recognition. 
During  periods  of  epidemic  and  especially  during  the  initial  stages 
of  outbreaks,  the  diagnosis  of  the  disease  can  be  established  with 
a  considerable  degree  of  certainty.  But  the  widespread  catarrhal 
infections  of  many  different  causations,  which  accompany  such  epi- 
demics and  bring  about  generalized  opportunities  for  interchange  of 
respiratory  organisms,  lead  to  an  increased  morbidity  in  which  many 
factors  besides  the  influenzal  ones  are  involved. 

Particularly  confusing  are  the  problems  of  recognition  in  the 
interepidemic  periods  during  which  physicians  are  forced  to  use  the 
terms  "influenza"  and  "grippe"  upon  vague  clinical  grounds,  fully 
conscious  of  the  diagnostic  uncertainty  which  such  a  terminology 


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ETIOLOGY  AND  EPIDEMIOLOGY  OP  INFLUENZA  269 

entails.  As  we  shall  see,  epidemiologists  have  been  forced  for  these 
reasons  to  base  many  of  their  calculations  upon  atypical  fluctuations 
in  seasonal  curves  of  the  morbidity  and  the  mortality  of  the  common 
accompaniments  and  consequences  of  influenza,  bronchitis  and 
pneumonia. 

During  widespread  epidemics,  however,  the  suddenness  of  onset, 
the  singular  rapidity  of  rise  and  fall  in  each  locality,  the  speed  of  travel 
and  the  general'basic  similarity  of  cases  and  complications,  have 
served  to  characterize  the  outbreaks  themselves  sufficiently  to  permit 
their  recognition  as  true  influenza.  In  spite  of  the  uncertainty  of 
diagnosis,  therefore,  information  of  considerable  reliability  concern- 
ing the  epidemiological  history  of  this  disease  is  available  in  the  writ- 
ings of  past  centuries,  such  as  those  of  Calenus  of  Greifswald  (1579), 
Jacques  Pons  of  Lyon  (1596),  Sydenham,  (1675),  Slevogt  (Jena, 
1712),  Haygarth  and  Hamilton  (1775),  Pringle  and  Huxham,  Massin 
(Strassburg,  1858)  and  many  others.  The  history  of  influenza  has 
been  dealt  with  by  a  number  of  writers  to  whose  extensive  mono- 
graphs the  reader  is  referred. 

Both  Thompson  and  Leichtenstern  tabulate  the  sequence  of  great 
influenza  epidemics  somewhat  as  follows: 

1510 — Epidemic,  spreading  from  Malta  to  Sicily,  Spain  and  all  of 
Europe. 

1557 — Asia,  Constantinople  to  Europe  and  America. 

1580 — First  great  pandemic.  Origin  in  Orient — to  Europe  and 
entire  world. 

For  the  seventeenth  century  the  records  are  very  incomplete,  but 
Leichtenstern  speaks  of  an  epidemic  in  North  America  in  1647. 

Less  extensive  outbreaks  seem  to  have  prevailed  in  different  parts 
of  the  world  between  1709  and  1712. 

Between  1729  and  1733  the  disease,  travelling  from  Russia  west- 
ward, spread  over  Europe  in  two  great  waves,  one  in  1729,  the  other 
in  1732. 

Another  epidemic  started  on  the  shores  of  the  Baltic  in  1742. 

In  1757-1758,  1761-1762,  and  1767,  epidemics  occurred  of  which 
we  have  but  poor  geographical  records. 

Of  the  epidemic  of  1742,  Friedrich  states  that  all  but  about  one- 
tenth  of  the  entire  population  of  Germany  was  attacked. 


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270  HANS  ZINSSER 

From  1781  to  1782,  an  epidemic  supposed  to  have  started  in  China 
spread  through  Siberia  to  Russia  and  thence  to  Europe. 

Another  travelled  approximately  the  same  route  in  1788. 

The  same  thing  occurred  between  1799  and  1803. 

In  1827,  there  was  an  outbreak  of  Europe  less  extensive  than  most 
of  the  others. 

Between  1830  and  1833  there  were  two  or  three  pandemic  waves, 
the  first  one  supposedly  originating  in  China. 

Other  outbreaks,  again  travelling  from  East  to  West,  occurred  in 
1836  and  in  1847.  During  this  last  named  epidemic  the  Prussian 
army  is  said  by  Friedrich  to  have  been  attacked  in  its  entire  personnel 

These  brief  data,  which  bring  us  up  to  the  pandemic  of  1889,  are 
condensed  chiefly  from  Leichtenstern,  who  summarizes  the  general 
characteristics  of  influenza  epidemics  as  follows: 

1.  True  pandemic  waves. 

2.  Origin  in  a  specific  part  of  the  world.  Asia  (Netter) ;  China  (Pearson) ; 
Hirsch  believes  that  some  of  the  epidemics  have  probably  started  in  North 
America. 

3.  Speed  of  travel  over  the  globe. 

4.  Sudden  mass  infection. 

5.  Rapid  burning  out  after  several  weeks  in  one  locality. 

6.  Independence  of  season  or  weather. 

7.  Enormous  morbidity  with  slight  mortality. 

8.  Little  influence  of  age,  sex,  or  occupation  on  morbidity. 

The  degree  to  which  these  criteria  may  still  be  accepted  as  accurate 
will  appear  below. 

When  we  study  the  records  left  to  us  by  physicians  who  described 
the  disease  as  it  occurred  in  the  early  epidemics  we  find  close  coin- 
cidence with  observations  made  during  the  last  outbreak,  not  only  as 
to  the  clinical  data,  but  in  regard  to  the  chief  epidemiological  charac- 
teristics as  well. 

Huxham  of  Plymouth  (1743)  writes:  "About  this  time  a  disease 
invaded  these  parts  which  was  the  most  completely  epidemic  of  any 

I  remember  to  have  met  with;  not  a  house  was  free  from  it 

Scarce  a  person  escaping  either  in  town  or  country;  old  and  young, 
strong  and  infirm  shared  the  same  fate."  He  described  the  disease 
almost  exactly  as  we  ourselves  observed  it  at  Chaumont  and  Baccarat 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  271 

in  France  in  May  1918,  its  sudden  onset,  fever,  chilliness,  pains  and 
rapid  deferescence  in  about  four  days. 

These  and  many  other  physicians  recognized  the  essentially  second- 
ary nature  of  the  serious  pulmonary  complications. 

The  pandemic  of  1889  is  supposed  to  have  originated  in  the  East, 
though  records  are  available  of  the  existence  of  an  independent  focus 
in  Greenland  almost  synchronous  with  the  observation  of  early  cases 
in  Russia  and  Siberia.  Heyfelder  saw  cases  in  Bokhara  in  May  1889, 
and  traced  the  enormous  speed  of  travel  of  the  disease  north-westward 
into  Siberia  and  European  Russia.  By  October,  it  had  reached 
Petrograd,  by  November  it  had  entered  Germany.  Rapidly  sweeping 
Westward  and  Southward  it  reached  France  and  Austria,  Italy  and 
Spain,  during  this  month  and  December.  By  the  middle  of  December 
it  had  reached  London  and  New  York.  Its  early  appearance  in 
New  York  suggested  to  some  observers  the  possibility  that  the 
epidemic  had  travelled  Eastward  from  its  original  focus  as  well  as 
Westward,  encircling  the  globe,  and  appearing  on  our  Atlantic  coast 
at  about  the  same  time  at  which  it  reached  the  Atlantic  coasts  of 
Europe.  Its  course  could  be  traced  by  railroad  and  steamship  routes. 
The  percentages  of  the  populations  attacked  in  each  country  were 
enormous. 

To  some  extent  the  speed  of  travel  of  influenza  can  be  seen  in  this 
epidemic  to  have  increased  in  the  course  of  the  centuries,  proportion- 
ately with  the  increased  facilities  for  communication.  Thus,  in  the 
1872  epidemic,  it  took  the  disease  eighteen  days  to  reach  Amsterdam 
from  Leipzig,  a  time  which  corresponded  to  the  time  it  took  Dutch 
merchants  to  reach  home  from  the  former  place  (Leichtenstern). 

Transmission 

The  suddenness  of  onset  of  influenza  epidemics  and  the  almost 
simultaneous  affliction  of  a  considerable  percentage  of  a  community, 
was  perhaps  the  chief  reason  for  the  older  beliefs  that  influenza  may 
be  conveyed  by  means  other  than  contact;  and  in  the  past  the  idea 
that  it  was  air  borne  or  conveyed  by  dust  and  perhaps  by  insects, 
has  had  many  adherents.  The  careful  epidemiological  studies  which 
were  made  during  the  1889  epidemic  and,  more  recently,  during  the 
last  pandemic,  indicate  with  considerable  certainty  that  these  older 


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272  HANS  ZINSSER 

beliefs  are  not  tenable,  and  that  at  least  the  chief  means  of  conveyance 
is  direct  and  indirect  contact  with  other  human  beings.  The  disease 
does  not  travel  more  rapidly  than  human  communication,  a  belief 
formerly  held.  This  point  was  studied  with  particular  thoroughness 
by  observers  during  the  '89  epidemic,  more  especially  by  Parsons, 
Friedrich,  Leichtenstern  and  Teissier.  Numerous  examples  can  be 
cited  in  which  communities  that  were  out  of  touch  with  the  main 
population  of  a  country,  because  of  geographical  isolation,  were 
spared,  or  did  not  begin  to  develop  cases  until  the  reopening  of  routes 
of  travel.  It  was  noticed,  by  German  observers  particularly,  that 
places  along  the  railroad  were  the  first  to  be  affected,  while  the  out- 
lying country  with  which  communication  was  more  difficult,  was 
several  weeks  late  in  developing  the  disease.  Often  the  epidemic 
would  reach  points  considerably  farther  away  from  the  places  of  dis- 
tribution if  they  were  on  main  routes  of  travel,  than  it  would  the 
immediately  surrounding  but  less  accessible  country  districts.  This 
was  true  of  Kiel,  one  of  the  earliest  of  the  German  cities  to  be  invaded. 
Extension  to  distant  cities  was  rapid,  while  the  country  surrounding 
Kiel  itself  did  not  begin  to  report  any  considerable  number  of  cases 
until  two  months  later.  And  even  as  country  districts  were  reached 
more  slowly  than  were  the  centers  through  which  main  routes  of 
travel  passed,  so  also  did  the  epidemics  percolate  through  them  more 
slowly  and  remain  in  them  for  relatively  longer  periods,  proportionate 
probably  to  the  greater  dispersion  of  the  population  and  the  lessened 
opportunities  for  contact.  Thus,  Parsons  noted  that  in  some  of  the 
rural  communities  of  England  the  epidemic  trailed  along  for  some 
four  months  during  which  it  swept  over  the  crowded  industrial  dis- 
tricts with  the  sudden  blazing  and  subsidence  of  burning  straw. 

In  large  cities  the  epidemic  has  usually  burnt  itself  out  in  a  relatively 
short  time.  Leichtenstern  who  has  carefully  gone  over  most  of  the  re- 
ported data  of  the  1889  epidemic,  generalized  in  the  following  way: 
The  first  cases  are  usually  followed  within  two  weeks  by  true  epidemic 
prevalence.  After  that  a  very  rapid  extension  occurs  which  is  at  its 
peak  in  three  weeks,  and  subsides  almost  completely  within  the  follow- 
ing fourteen  to  twenty-one  days.  In  Munich,  a  city  which  was  very 
carefully  studied,  the  epidemic  began  about  the  first  of  December  and 
from  December  27  to  January  4  there  were  1100  to  1600  cases  daily. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  273 

By  the  middle  of  February  the  epidemic  was  almost  over.  Abbott's 
careful  study  of  the  epidemic  in  Massachusetts  shows  that  about 
seven  to  eight  weeks  covered  the  first  epidemic  period.  It  reached 
its  peak  throughout  the  State  of  Massachusetts  during  the  week  of 
January  4  to  11,  1890,  and  was  practically  over  by  February  10. 
During  this  brief  period  over  800,000  people  were  attacked,  that  is 
about  40per  cent  of  the  population.  In  London  the  epidemic  appeared 
first  in  December,  1889,  and  during  January  attained  a  death  rate 
of  28.1  per  1000.  During  February  it  rapidly  declined  and  ended 
during  March.  It  is  interesting  to  note  that  in  some  of  the  large 
industrial  cities  of  England  the  epidemic  was  three  to  four  weeks  later 
than  in  London,  the  death  rate  in  London  in  January  not  being 
equalled  by  most  of  these  towns  until  February. 

During  this  epidemic  also  there  were  a  number  of  more  or  less 
isolated  communities  which  were  spared.  Thus,  there  was  no  in- 
fluenza on  the  Isle  of  Man  and  in  the  Bahamas.  On  the  Santis 
Mountain  which  is  about  7000  feet  high  there  was  no  contact  between 
the  inhabitants  of  the  observatory  and  the  valley  and  there  were  no 
cases  of  influenza  during  the  epidemic.  On  the  Island  of  Borkum, 
Leichtenstern  states,  there  was  a  period  of  freezing  weather  in  late 
December  and  earlv  Tanuarv,  during  which  the  Island  was  com- 
pletely isolated.  The  first  cases  did  not  appear  until  three  days  after 
arrival  of  the  first  ship.  He  adds  that  similar  conditions  prevailed 
at  Vladivostok  and  Sachalin,  places  in  which  the  disease  did  not  ap- 
pear until  the  spring  of  1890  when  the  thaws  made  the  resumption  of 
travel  possible.  Friedrich  cites  definite  data  to  show  that  the  disease 
was  brought  from  Danzig  to  Hadersleben  by  ship.  In  France  the 
same  thing  was  observed,  and  there  seems  to  be  very  little  doubt 
about  the  fact  that  human  communication  lies  at  the  bottom  of 
transmission  from  place  to  place. 

During  the  pandemic  of  1918  the  same  thing  was  probably  true, 
but  because  of  the  active  transportation  of  large  masses  of  men 
incident  to  the  state  of  war,  the  routes  of  transmission  were  so  com- 
pletely interwoven  that  it  has  not  been  easy  to  unravel  them. 
Whether  the  epidemic  spread  from  France  to  the  United  States  as 
suggested  by  MacNeal,  whether  it  travelled  the  other  way,  of  whether 
it  began  in  several  places  at  the  same  time,  are  questions  that  prob- 


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274  HANS  ZINSSER 

ably  will  not  be  settled  until  more  complete  data  have  been  collected 
by  epidemiologists  throughout  the  entire  world  and  have  been  scru- 
tinized by  men  as  well  versed  in  epidemiological  analyses  as  Frost  and 
others.  There  is,  however,  a  very  interesting  example  of  travel  by 
ship  during  this  epidemic,  reported  by  Colonel  Delaney  of  the  Ameri- 
can army  from  England  which  we  cite  from  MacNeal's  paper.  On 
August  26  and  27,  a  British  vessel,  the  Mantua,  with  influenza  on 
board,  stopped  at  Sierra  Leone  for  consultation  with  two  British 
ships,  the  Chepstow  Castle  and  the  Tahiti,  the  Chepstow  Castle 
acting  as  a  transport  for  New  Zealand  troops,  the  Tahiti  carrying 
navy  ratings  from  East  Africa.  Influenza  appeared  on  board  both 
of  these  ships  forty-eight  hours  after  this  call,  with  sixty-eight  deaths 
on  the  Tahiti  and  thirty-eight  deaths  on  the  Chepstow  Castle  before 
arrival  in  port.  New  Zealand  and  East  Africa  had  not  been  reached 
by  the  epidemic  when  these  boats  started.  But  on  October  23  the 
steamer  Mozambique  arrived  at  Lisbon  from  Cape  Town  with  200 
deaths  during  the  voyage,  and  reported  an  epidemic  of  influenza  at 
Cape  Town  at  the  time  it  left.  Writing  in  the  Lancet  (1918,  ii,  455) 
the  Medical  Officer  of  Health  in  India  states  as  his  opinion  that  the 
epidemic  appeared  in  India  with  such  terrible  consequences  in  the 
summer  of  1918  was  not  endemic,  but  was  introduced  by  shipping. 

The  opinion  of  direct  and  indirect  transmission  from  man  to  man 
is  also  well  supported  by  a  detailed  study  of  the  epidemiology  of 
individual  outbreaks.  In  our  own  experience  with  local  epidemics 
such  as  those  at  Chaumont,  Baccarat  and  other  places,  the  sudden- 
ness with  which  the  malady  attacked  large  numbers  of  people  at 
almost  one  and  the  same  time,  caused  us  at  first  to  be  exceedingly 
skeptical  of  accepting  transmission  by  contact  as  the  only  means  of 
conveyance.  We  considered  food  and  insect  transmission  as  possi- 
bilities, and  tried  our  best  to  find  grounds  for  involving  such  agencies. 
But  in  every  case  we  were  forced  to  return  to  the  conclusion  that 
direct  and  indirect  contact  between  men  came  nearest  to  doing  justice 
to  all  observed  facts. 

An  interesting  small  hospital  outbreak  has  been  described  by  Foster 
and  Cookson  which  dearly  exemplifies  contact  infection.  A  surgical 
ward,  free  from  medical  illness  for  some  time  before,  on  June  6  re- 
ceived an  influenza  convalescent  suffering  from  a  surgical  lesion. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  275 

This  man  spit  a  great  deal,  and  was  dirty  in  his  habits.  On  June  9 
the  man  in  the  bed  next  to  him  developed  influenza  and  the  blood 
culture  of  this  case  contained  influenza  bacilli  (1).  On  the  same  day 
the  man  on  the  other  side  of  the  original  case  developed  a  temperature 
of  104°  with  symptoms  of  influenza  but  negative  bacteriological 
findings.  The  disease  then  travelled  from  bed  to  bed,  along  the  line 
of  beds  on  that  side  of  the  ward,  until  it  stopped  at  both  ends  when 
it  came  to  empty  beds.  Another  influenza  case  was  admitted  to  the 
other  side  of  the  ward,  and  from  it  the  neighboring  bed  was  infected. 
But  on  this  side  the  disease  remained  limited  to  these  two  because 
the  adjoining  beds  were  screened  from  them  by  elaborate  surgical 
traction  arrangements.  The  diagram  of  this  little  epidemic  is  suffi- 
ciently instructive  to  warrant  reproduction. 

fepty  tod      llth  ilth        9th  7th  11th        13th  testy  tod 

0®€€€#e€€" 


«th  7th    f 

000€#000 

J  x 

Diagram  A 
(Taken  from  article  by  Foster  and  Cookaon,  Lancet,  1918, 2, 585) 

Bearing  upon  the  same  point  are  certain  data  which  we  take  from 
a  report  of  Stanley  concerning  an  epidemic  in  the  St  Quentin  Prison, 
California.  Stanley  definitely  traced  the  origin  of  this  epidemic  to 
the  admission  of  a  prisoner  from  the  county  jail  in  Los  Angeles.  The 
man  had  been  sick  before  he  came  in  with  symptoms  described  ac- 
curately as  influenza.  On  his  entrance  to  the  prison  he  mingled  with 
1900  men  congregated  in  the  ward,  and  ate  in  the  general  mess  with 
them.  At  night  he  was  locked  in  the  receiving  room  with  20  other 
prisoners.  On  the  day  following  this  he  had  an  apparent  relapse  of 
his  influenza,  and  was  admitted  to  the  hospital  with  a  temperature 
of  101°,  chilliness,  pains  in  the  back  and  bones.  Following  this  an 
epidemic  of  unusual  severity  started  in  the  hospital,  reaching  its 
height  ten  days  after  the  new  prisoner  had  been  admitted.  On  the 
tenth  and  eleventh  day  after  the  arrival  of  this  man,  1900  or  one-half 


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276  HANS  ZINSSER 

of  the  entire  prison  population  were  ill.  The  ordinary  daily  sick-call 
of  the  prison  was  about  150  to  200,  whereas,  on  these  days  700  to  750 
appeared  at  the  doctor's  office.  Stanley  also  noticed  that  during 
the  period  of  the  epidemic,  which  lasted  a  little  over  a  month,  the 
largest  number  of  cases  occurred  on  the  Tuesdays  and  Wednesdays 
of  the  second  and  third  weeks,  and  explains  this  by  the  fact  that  on 
every  Sunday  morning  two  moving  picture  shows  were  given,  one  at 
8:00  a.m.  and  the  other  at  10:00  a.m.,  respectively,  in  a  poorly  venti- 
lated room.  Almost  the  entire  1900  sick  men  had  attended  these 
shows.  Stanley  places  the  incubation  period,  accordingly,  at  about 
thirty-six  to  sixty  hours.  (This  corresponds  roughly  to  our  own 
observations  in  which  several  cases  in  which  the  time  of  contact  could 
be  reliably  ascertained  showed  incubation  periods  of  about  forty-eight 
hours.)  About  six  months  after  the  first  epidemic,  a  second  one 
broke  out  in  the  prison,  again  introduced  by  a  new  arrival  from 
Los  Angeles.  This  prisoner  became  ill  on  the  day  after  admission, 
showing  the  characteristic  symptoms.  Before  becoming  ill,  however 
he  had  spent  one  night  in  the  receiving  ward,  and  had  taken  his 
meals  with  the  1900  other  prisoners.  This  epidemic  went  through 
the  prison  more  slowly,  and  there  were  fewer  cases  than  in  the  first 
epidemic.  How  much  this  may  have  been  due  to  immunity  of  the 
remaining  prisoners,  we  will  discuss  further  below.  In  part,  the 
lessened  morbidity  may  have  depended  upon  the  very  rigid  precau- 
tions which  were  taken,  the  prevention  of  assembly  of  prisoners  in 
large  numbers,  and  other  sanitary  and  hygienic  measures  which  were 
enforced.  A  third  epidemic  occurred  a  month  after  the  second,  but 
lasted  only  about  nine  days.  During  this  outbreak  a  number  of 
interesting  additional  observations  were  made.  A  prisoner,  "A," 
reached  the  St.  Quentin  Prison  by  train  on  November  21  from  Colusa 
County  where  an  epidemic  was  then  raging.  He  felt  badly  the  next 
day,  but  did  not  report  to  the  doctor  and  was  put  in  a  room  with 
twelve  other  prisoners.  Though  feeling  sick  he  attended  the  moving 
picture  show  on  Sunday,  on  the  evening  of  which  day  he  was  removed 
to  the  hospital.  In  the  receiving  room  "B"  and  "C"  slept  in  adjoining 
beds.  "A"  sneezed  and  coughed  into  "B's"  face  at  about  4:00  p.m. 
Sunday  afternoon.  At  9  a.m.  on  Tuesday,  "B"  began  to  have  chills 
and  fever.    "C"  was  also  closely  associated  with  "A"  and  "B,"  and 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  277 

became  sick  on  the  same  day  that  "B"  did.  Stanley  made  a  careful 
study  of  the  distribution  of  cases  in  the  auditorium  where  the  moving 
picture  shows  were  held,  and  found  that  there  were  approximately 
five  centers  about  which  the  infected  men  sat;  the  largest  one  was  in 
the  middle  of  the  room,  and  in  each  corner  there  was  a  separate 
focus.  Nobody  was  infected  in  the  orchestra  pit,  where  there  were 
10  men.  The  orchestra  sat  9  feet  in  front  of  the  first  row  of  audi- 
torium seats.  There  was  a  women's  department  of  this  prison  which 
had,  at  the  time,  30  inmates.  This  is  a  separate  building,  and  abso- 
lutely without  contact  with  the  men.  None  of  these  women  had  in- 
fluenza during  the  three  epidemics.  Stanley's  studies  seem  to  indicate 
not  only  that  contact  is  the  method  by  which  the  disease  is  conveyed, 
but  also,  that  fairly  close  contact  is  necessary;  and  his  results  show 
that  complete  isolation,  when  it  can  be  rigidly  carried  out,  as  in  closed 
institutions,  is  effective. 

Jordan  has  carefully  studied  three  groups  in  Chicago,  namely,  the 
Students'  Army  Training  Corps,  the  high  and  elementary  schools  of 
the  University  of  Chicago,  and  the  Chicago  Telephone  Company. 
In  the  Students'  Army  Training  Corps  there  were  two  sections,  A 
and  B.  They  lived  under  the  same  conditions,  but  most  of  the 
boys  in  section  B  came  from  small  towns  in  Illinois,  while  most  of  the 
boys  in  section  A  came  from  Chicago  itself.  For  some  reason  or  other, 
section  A  was  closely  supervised,  with  prompt  removal  of  those  who 
were  slightly  ill,  whereas  in  section  B  these  precautions  were  not 
carried  out  to  the  same  degree,  and  3  of  these  boys  were  ill  on  arrival 
in  Chicago.  Section  A  had  26  cases,  whereas  section  B  had  92  cases 
within  six  days.  In  the  elementary  school  group  Jordan's  analyses 
show  definitely  that  there  was  a  sharp  rise  about  November  30  fol- 
lowing the  Thanksgiving  recess  from  Wednesday  until  Monday, 
during  the  family  gatherings,  etc.,  formed  an  opportunity  for  infection, 
and  at  which  none  of  the  precautions  were  probably  taken  which 
were  habitual  at  this  time  in  the  routine  of  school  attendance. 

Onset  of  epidemics  of  influenza 

In  regard  to  the  suddenness  with  which  the  disease  attacks  large 
numbers  of  people  in  one  and  the  same  place,  at  almost  the  same  time, 
recent  records  thoroughly  confirm  the  observations  of  the  past.    In 

MBDICIN 1,  VOL.  I,  MO.  2 


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278  HANS  ZINSSER 

our  own  experience  during  the  first  outbreak  at  Chaumont,  54  men 
of  a  single  company  were  attacked  within  11  days,  out  of  a  total 
strength  of  172,  and  no  less  than  41  of  these  54  men  were  taken  ill 
within  two  days,  May  15  and  May  16.    Thus: 

On  May  13  there  were  3  cases 
On  May  14  there  were  3  cases 
On  May  15  there  were  19  cases 
On  May  16  there  were  22  cases 
On  May  17  there  were   3  cases 

From  then  on  until  May  23  when  the  disease  stopped  in  this  unit, 
there  were  only  4  additional  cases. 

In  another  place  we  saw  as  many  as  73  cases,  developing  in  the  same 
day  in  a  single  infantry  company.  Wirgman  writing  in  1918  speaks 
of  an  outbreak  at  a  camp  of  560  men  in  which  almost  the  same  sort 
of  thing  happened.  In  a  report  on  an  epidemic  in  Rest  Camp  no.  4, 
Base  Section  no.  2,  American  Expeditionary  Forces,  near  Bordeaux, 
Ward  reports  that  in  one  camp  with  a  strength  of  3400  men  there 
were  82  cases  within  two  days,  and  in  a  camp  of  180  men,  there  were 
20  cases  on  one  day. 

Therefore,  although  the  total  morbidity  and  mortality  statistics 
of  any  influenza  epidemic  compiled  for  a  large  territory  usually 
covers  periods  of  months,  yet  when  the  individual  local  outbreaks 
are  studied,  it  is  found  that  in  any  given  locality  the  disease  burns 
itself  out  within  an  extremely  short  time,  then  passing  on  to  the  next. 

The  speed  of  travel  in  influenza  may  to  a  certain  extent  be  explained 
by  the  almost  universal  susceptibility  of  the  race  to  this  disease,  and 
to  the  fact  that  a  large  percentage  of  the  cases  (especially  the  early 
ones)  are  extremely  mild.  The  percentage  of  the  recognized  sick, 
who  seek  medical  advice  does  not  represent  the  total  number  of  the 
afflicted  since  a  very  large  number  of  people  during  such  epidemics 
suffer  from  perhaps  nothing  more  than  headache,  general  malaise, 
and  trifling  fever  of  short  duration.  In  a  military  unit  which  we  had 
occasion  to  study,  we  were  able  to  determine  that  although  the  num- 
ber who  came  to  sick  call  and  needed  hospital  care  was  very  large, 
there  were,  in  addition  to  this,  a  considerable  number  of  men  who 
were  unquestionably  infected,  but  who  were  so  slightly  ill  that  they 
continued  on  duty.    It  is  not  at  all  unlikely  that  during  epidemics 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  279 

(and  this  is  a  thought  also  expressed  in  connection  with  the  ;89  epi- 
demic by  Leichtenstern)  a  large  number  of  people  are  well  enough  to 
travel  and  to  go  about  their  daily  business,  although  in  the  active 
stages  of  mild  attacks  and,  therefore,  capable  of  transmitting  the  in- 
fection. In  most  other  infectious  diseases  the  majority  of  the  sick 
are  immobilized,  at  least  for  a  time,  and  transmission  by  travel  is 
thus  prevented  in  the  majority  of  cases. 

The  free  circulation  of  large  numbers  of  people  who  represent 
unrecognized,  potential  sources  of  infection,  and  their  unrestricted 
intercourse  with  others  in  all  the  activities  of  business  life,  family 
relations  and  travel,  coupled  with  an  almost  universal  susceptibility 
of  the  population  at  times  preceding  epidemics,  would  go  far  to  ex- 
plain both  the  tempestuous  beginnings  and  the  rapidity  of  extension. 

Moreover,  as  regards  the  suddenness  with  which  a  large  number  of 
people  are  simultaneously  afflicted,  a  feature  which  has  kept  alive 
some  skepticism  regarding  the  contact  method  of  infection,  such  state- 
ments should  be  made  with  qualifications.  Parsons,  in  his  studies  of 
the  epidemic  in  England  in  1889,  1890  and  1891,  calls  attention  to 
the  fact  that  the  rapidity  of  onset  in  influenza  is  not  essentially  dif- 
ferent from  that  which  formerly  prevailed  in  smallpox  before  the  day 
of  universal  vaccination.  It  is  probable  that,  when  the  disease 
strikes  a  community,  its  explosiveness  is  actually  much  less  marked 
than  it  appears  to  be  from  morbidity  statistics;  and,  as  Leichtenstern 
and  others  have  noted,  it  was  usual  during  the  '89  epidemics,  that 
outbreaks  were  clearly  recognized  as  possessing  true  epidemic  dimen- 
sions not  earlier  than  two  weeks  or  more  after  the  first  cases  had 
actually  occurred,  a  fact  not  generally  brought  out  until  subsequent 
studies  have  been  made  on  the  basis  of  completely  available  data. 
Parsons,  furthermore,  has  found  evidence  which  indicates  that  in 
many  cases  in  which  the  onset  of  a  local  outbreak  was  particularly 
explosive,  this  could  be  traced  to  the  assemblage  of  large  crowds  in 
meetings  or  conventions,  during  the  days  just  preceding  the  epidemic. 
In  the  small  town  of  St.  Davids  the  outbreak  followed  a  large  public 
meeting.  In  Eccleshall  an  epidemic  followed  two  or  three  days  after 
an  Odd  Fellows  picnic.  In  Kington  in  1891  the  outbreak  was 
associated  with  the  May  fairs. 


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280  HANS  ZINSSER 

During  the  last  pandemic  this  phenomenon  of  explosive  onset  was 
noticed  chiefly  in  connection  with  military  units  where  association  in 
closely  related  groups  was  one  of  the  exigencies  of  military  life.  It 
was  quite  evident  in  at  least  one  of  the  epidemics  which  we  had  oc- 
casion to  study  that  the  characteristics  of  the  outbreak  in  the  military 
groups  differed  in  this  respect  considerably  from  those  prevailing 
at  the  same  time  among  the  surrounding  population.  Thus,  at 
Chaumont,  while  the  outbreak  among  the  Marines  and  in  some  of 
the  other  military  units  took  the  form  of  the  steep  peak  which  we 
have  described  above,  the  disease  extended  more  gradually  and 
trailed  along  more  irregularly  and  for  a  longer  time  among  the  clerical 
force  who  were  scattered  in  many  different  billets  and  offices.  And 
this  was  still  more  noticeable  as  regards  the  civilian  inhabitants  of  the 
town,  among  whom  the  percentage  morbidity  was  much  lower  and 
was  scattered  much  more  widely  both  as  to  time  and  place. 

Moreover,  even  in  military  units  like  the  Marine  Company  men- 
tioned above,  where  the  explosiveness  seemed  extreme  and  "mysteri- 
ous," simple  analysis  removes  much  of  the  mystery.  If  we  take  this 
little  outbreak  as  an  example  we  see  that  6  recognized  cases  had  oc- 
curred on  the  two  days  preceding  the  sudden  appearance  of  19  cases 
on  a  single  day.  These  6  had  been  in  the  incubation  stage  for  at 
least  twenty-four  and  forty-eight  hours  previously,  and  probably 
did  not  represent  the  total  of  infected  men;  for  it  is  more  than  likely 
that  there  were  a  number  of  others  who  were  not  sufficiently  ill  to 
report  at  sick  call.  If  we  consider,  therefore,  that  at  least  6  and  prob- 
ably more  men  circulated  freely  among  the  remaining  166,  and  ate 
and  slept  in  close  association  with  them,  we  find  that  the  apparent 
suddenness  of  the  rise  in  morbidity  on  the  third  and  fourth  days  of 
the  outbreak  is  not  out  of  keeping  with  the  assumption  of  contact 
infection.  The  impression  conveyed  by  the  steep  graphs  of  such 
outbreaks  is,  therefore,  apt  to  be  misleading. 

Secondary  outbreaks 

In  the  wake  of  almost  all  influenza  epidemics  there  have  followed 
secondary  outbreaks  which  are  often  spoken  of  as  "waves."  This 
has  apparently  been  the  case  in  all  the  large  epidemics  of  which  we 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  281 

htfve  definite  knowledge.  Leichtenstern  has  commented  upon  it 
extensively  in  connection  with  his  study  of  the  '89  epidemic. 

After  the  epidemic  of  1729  to  1730  there  were  secondary  waves  in 
1732  and  1733. 

The  1789-1791  outbreak  did  not  become  entirely  quiescent  until  a 
definite  secondary  wave  had  followed  in  1792. 

The  1798  epidemic  was  followed  by  one  in  1800. 

After  the  outbreak  of  1836  to  1837,  others  followed  in  1838  and  1841. 

The  1847  to  1848  epidemic  was  followed  by  another  within  a  year, 
and  conditions  in  the  world  did  not  return  to  normal  until  1851. 

Parsons  writing  for  the  British  Isles  states  that  there  were  three 
definite  waves  from  1889  to  1892.  The  first  began  in  the  winter  of 
1889  to  1890.  Another  occurred  in  the  spring  of  1891,  a  third  in  the 
winter  of  1891  to  1892.  The  following  chart  (page  282)  taken  from 
the  article  by  Frost  and  tabulated  by  months,  from  1887  to  1916  for 
Massachusetts,  from  death  rates  per  100,000  from  influenza  and 
from  all  forms  of  pneumonia,  shows  that  here,  too,  the  epidemic  of 
1889  to  1892  developed  in  three  distinct  waves,  the  first  one  com- 
ing to  a  head  in  January,  1890,  the  second  in  April  and  May,  1891, 
and  the  third  in  January,  1892.  The  same  thing  occurred  all  over 
the  world,  and  tabulations  of  individual  cities  like  New  York,  New 
Orleans,  Chicago,  as  well  as  studies  in  other  parts  of  the  world  indi- 
cate a  similar  wave-like  repetition. 

Brownlee  has  attempted  to  find  a  law  of  periodicity  for  the  large 
intervals  between  pandemics,  and  the  intervals  between  the  separate 
waves  of  each  outbreak.  Since  statistical  studies  of  pure  uncompli- 
cated influenza  alone  would  for  many  reasons  hardly  be  accurate 
enough  as  a  basis  for  such  calculations,  Brownlee,  Frost  and  other 
epidemiologists  have  reduced  the  factor  of  error  by  making  their 
calculations  both  from  influenza  statistics  and  from  total  reports  of 
all  pneumonias,  comparing  these  with  the  pneumonia  incidence  and 
mortality  of  interepidemic  years.  Brownlee  has  studies  the  weekly 
number  of  deaths  for  London  from  1870  on.  He  finds  the  period  be- 
tween influenza  outbreaks,  between  1889  and  1896,  to  be  about 
thirty-three  weeks.  There  is  no  such  periodicity  in  regard  to  bron- 
chitis and  pneumonia  in  the  absence  of  influenza,  and  Brownlee  con- 
cludes that  if  such  periodicity  appears  after  the  return  of  influenza, 


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282 


HANS  ZINSSER 


TABLE  1 

Death  rates  per  lOOflOO  of  population  from  pneumonia  (all  forms)  and  from  influenza  in 
Massachusetts,  1887-1916,  inclusive 

PNEUMONIA 


YKAft 

I 

i 

8 

! 

1.9 

22.6 

S 

16.1 

7.7 

I 

1 

i 

a 

as 

| 

1887 

138.8 

19.5 

16.7 

5.5 

4.1 

5.6 

9.0 

14.8 

15.3 

1888 

172.7 

24.7 

25.1 

26.4 

21.3 

16.4 

8.0 

5.5 

4.0 

6.2 

11.4 

9.8 

13.9 

1889 

156.6 

17.9 

16.3 

21.1 

19.8 

14.9 

7.5 

5.3 

5.2 

5.4 

10.6 

13.2 

19.3 

1890 

180.0 

47.8 

17.7 

17.6 

20.1 

12.7 

8.5 

6.2 

4.8 

5.0 

9.4 

11.8 

18.3 

1891 

188.5 

20.6 

16.4 

20.6 

25*1 

23.9 

10.1 

5.9 

4.0 

4.0 

7.7 

13.8 

36.4 

1892 

213.0 

61.5 

25.2 

23.1 

21.4 

17.0 

8.3 

5.4 

4.2 

6.8 

8.5 

12.5 

19.0 

1893 

225.8 

27.3 

25.4 

28.6 

33.1 

27.3 

11.1 

8.0 

5.0 

6.1 

9.8 

14.3 

31.9 

1894 

166.0 

32.8 

19.9 

22.7 

18.5 

14.0 

8.5 

5.1 

5.1 

6.8 

8.2 

11.3 

13.6 

1895 

184.1 

19.1 

34.4 

30.8 

20.9 

14.4 

7.6 

5.6 

5.3 

4.7 

10.5 

13.4 

17.3 

1896 

182.0 

19.5 

20.7 

24.9 

25.9 

18.7 

10.3 

7.6 

4.5 

7.6 

10.7 

12.7 

18.8 

1897 

181.6 

21.1 

24.9 

31.5 

19.7 

15.2 

10.2 

7.0 

4.5 

6.0 

11.7 

13.1 

16.9 

1898 

156.0 

18.8 

17.1 

18.5 

18.7 

15.7 

6.6 

6.0 

4.8 

5.6 

10.6 

12.8 

21.0 

1899 

181.3 

37.5 

25.8 

20.6 

18.4 

14.0 

8.9 

5.0 

4.8 

5.8 

8.2 

13.2 

19.0 

1900 

188.3 

22.7 

21.1 

42.0 

30.5 

17.6 

8.7 

5.3 

4.3 

5.3 

6.2 

9.9 

14.7 

1901 

167.7 

22.6 

26.6 

26.2 

19.9 

13.9 

7.7 

3.4 

3.4 

5.7 

9.1 

14.2 

15.1 

1902 

158.9 

15.7 

18.9 

19.9 

16.8 

15.5 

8.0 

6.2 

5.3 

5.7 

11.8 

14.5 

20.6 

1903 

172.5 

25.2 

25.8 

25.4 

18.1 

16.8 

8.2 

7.0 

4.5 

4.6 

7.7 

13.3 

18.9 

1904 

172.1 

22.6 

22.7 

24.1 

21.2 

14.2 

6.7 

5.9 

4.4 

6.5 

9.4 

15.0 

19.5 

1905 

178.3 

24.7 

27.7 

23.6 

17.1 

15.5 

8.5 

5.4 

4.8 

6.2 

8.9 

15.8 

20.0 

1906 

174.1 

22.5 

21.9 

24.1 

21.7 

14.9 

5.1 

6.2 

5.0 

6.0 

9.4 

13.8 

21.0 

1907 

180.4 

25.5 

24.4 

23.4 

18.3 

14.3 

9.5 

5.1 

5.1 

7.1 

9.3 

12.7 

26.9 

1908 

165.8 

26.6 

22.2 

21.1 

19.4 

13.5 

6.6 

4.9 

5.8 

6.4 

9.2 

12.4 

17.6 

1909 

170.3 

22.1 

20.0 

26.1 

20.1 

16.0 

9.7 

5.1 

5.0 

5.4 

8.9 

13.6 

18.3 

1910. 

197.6 

24.1 

20.7 

27.5 

23.3 

16.9 

9.7 

7.3 

6.3 

9.1 

12.3 

17.0 

23.6 

1911 

174.4 

22.6 

27.1 

23.9 

20.2 

16.9 

7.2 

.6.7 

6.1 

6.7 

9.0 

11.8 

16.2 

1912 

152.0 

19.8 

20.2 

21.2 

16.4 

13.3 

6.2 

5.0 

4.1 

5.8 

9.5 

10.5 

19.9 

1913 

172.2 

23.5 

22.8 

24.9 

19.3 

17.1 

10.7 

6.2 

5.4 

6.7 

8.3 

10.4 

16.8 

1914 

166.0 

22.9 

20.1 

23.2 

20.4 

15.2 

8.2 

5.1 

5.5 

6.0 

10.1 

12.6 

16.8 

1915 

176.0 

17.8 

19.3 

28.5 

27.7 

13.6 

6.6 

7.1 

5.8 

6.0 

8.8 

9.8 

22.1 

1916 

176.6 

35.6 

25.5 

23.0 

17.3 

14.0 

7.4 

5.3 

4.1 

5.9 

7.6 

12.8 

18.3 

Taken  from  Frost,  Public  Health  Reports,  U.  S.  Public  Health  Service,  xanriv,  no.  33, 
p.  4. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  283 

it  must  be  definitely  associated  with  this  disease.  From  1876  to  1889 
the  thirty-three-week  recurrence  was  missed  in  regard  to  bronchitis 
and  pneumonia,  but  in  the  years  1889  to  1896  it  was  marked.  Com-* 
paring  the  monthly  statistics  of  Glasgow,  Aberdeen  and  Massachu- 
setts he  finds  that  there  is  nothing  which  differentiates  them  in  prin- 
ciple from  the  phenomenon  in  London.  Stallybrass  supports  these 
calculations  of  Brownlee,  and  speaks  of  a  minor  cycle  of  thirty-three 
weeks  within  the  pandemic  periods  and  major  one  of  about  ten  years 
between  pandemics.  We  are  not  ourselves  in  a  position  to  comment 
upon  these  findings. 

Pearl's  paper  "Influenza  Studies"  published  in  1919,  incidental 
to  an  analysis  of  the  mortality  curves  of  40  American  cities  takes  up 
the  time  manifestations  as  they  occur  in  local  outbreaks.  He  finds 
that  such  curves  are  of  two  main  types,  one  showing  a  single  well- 
defined  peak,  others  showing  a  first  high  peak  followed  by  one  or  more 
smaller  ones.  The  latter  type  was  of  the  usual  form.  A  further 
analysis  of  these  curves  showed  that  there  was  a  definite  tendency  for 
the  "two-peak"  curves  to  fall  into  two  groups.  About  one-third  of 
them  had  their  second  mortality  maximum  about  eight  weeks  after 
the  first  peak.  The  remaining  two-thirds  had  their  second  mortality 
maximum  on  an  average  of  about  thirteen  weeks  after  the  first  peak. 
Those  in  which  there  was  a  third  peak  had  their  second  one  about 
7.1  weeks  after  the  first,  and  the  third  on  an  average  of  about  13.1 
after  the  second.  Pearl  believes  that  according  to  this,  the  cycle  in 
such  successive  waves  appears  to  be  nearer  a  multiple  of  seven  rather 
than  of  ten  weeks. 

A  great  many  statisticians,  far  more  capable  of  judging  of  these 
matters  than  ourselves,  are  now  engaged  in  a  study  of  the  cyclic 
phenomena  and  no  doubt  will  publish  their  conclusions  in  time. 
Meanwhile,  we  wish  merely  to  mention  the  matter  as  one  of  the  im- 
portant problems  of  influenza  study  undertaken  at  the  present 
moment.* 

The  second  and  third  waves  of  epidemics  have  been  marked  by  a 
number  of  characteristics  which  are  of  important  significance.    Both 

f  For  a  more  extensive  discussion  of  the  problem  of  periodicity  and  its  probable  sig- 
nificance, we  may  refer  the  reader  to  the  extensive  monograph  of  Warren  T.  Vaughan, 
published  since  this  paper  was  first  prepared. 


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284  HANS  ZINSSER 

Parsons  and  Frost  find  that  in  the  epidemic  of  thirty  years  ago  the 
mortality  was  progressively  higher  during  the  1891  to  1892  waves 
than  during  the  original  outbreak  in  1889.  Leichtenstern  states  that 
although  the  mortality,  which  of  course  is  largely  due  to  secondary 
infection,  is  greater  during  the  secondary  waves,  the  general  morbidity 
of  influenza  is  smaller.  This  corresponds  with  the  observations  of 
Wutztorff  who  analyzed  the  epidemic  in  Germany  with  considerable 
care.  Wutztorff  admits  that  it  was  extremely  difficult  to  obtain 
accurate  estimates  of  influenza  morbidity  during  the  later  waves  of 
the  pandemic.  But,  although  he  finds  that  in  some  towns,  especially 
in  North  Germany,  the  1891  to  1892  wave  was  almost  as  extensive 
as  that  of  1889  to  1890  had  been  in  other  places,  in  general  the  mor- 
bidity in  Germany  was  much  lower.  To  some  extent  his  conclusions 
are  derived  from  indirect  evidence  such  as,  for  instance,  the  fact  that 
the  hospitals  in  the  various  cities  were  not  taxed  to  overflowing  during 
these  later  waves  as  during  the  first,  massive  infection  of  the  entire 
personnel  of  many  industries  and  of  railroads  did  not  take  place  to 
the  same  extent,  and  the  statistics  of  the  government  physicians 
stationed  in  various  parts  of  Germany  showed  that  a  much  lower 
percentage  of  the  population  sought  medical  advice.  As  a  rule, 
from  6  to  7  per  cent  of  the  population  sought  treatment  during  the 
first  epidemic,  whereas  only  from  2  to  3  per  cent  reported  during  the 
later  waves.  It  would  be  impossible  to  reproduce  the  extensive 
statistical  and  other  evidence  brought  forth  by  Wutztorff  in  support 
of  his  contention,  but  we  may  assume  as  probably  correct  that  in  the 
later  waves  morbidity  is  usually  lower  and  the  percentage  mortality 
somewhat  higher  than  during  the  first. 

Noticeable  also  is  the  fact  that  secondary  epidemics  do  not  travel 
with  the  same  speed  and  to  the  same  geographical  extent  as  does  the 
first  wave.  There  is  generally  slower  progress,  a  greater  scattering 
of  cases,  and  a  somewhat  more  prolonged  period  of  prevalence  in  the 
subsequent  waves;  and,  judging  from  the  careful  study  of  mortality 
statistics  in  years  following  the  pandemics,  it  is  more  than  likely  that 
after  the  so-called  third  wave  there  may  be  a  succession  of  what  we 
may  term  gradually  diminishing  "ripples"  which  finally  fade  out,  in 
the  course  of  some  years,  into  practical  quiescence.  Leichtenstern 
seems  to  believe  also  that  the  secondary  outbreaks  are  characterized 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  285 

by  the  fact  that  they  originate  in  many  different  foci  simultaneously 
instead  of  proceeding  (as  he  and  some  others  assume  that  first  waves 
do)  from  a  single  focus.  Netter  holds  the  same  opinion.  He  says  of 
the  secondary  waves  of  the  1889  pandemic  that  "they  have  appeared 
in  separate,  synchronous  or  successive  explosions,  and  we  have  not 
been  able  to  trace  any  connection  between  various  reappearances  in 
different  places,  as  this  was  possible  in  1889.  There  seems  to  have 
been  an  independent  reawakening  of  the  epidemic  in  different  locali- 
ties." In  a  general  way  this  is  probably  true,  but  we  will  see,  when 
we  come  to  discuss  the  course  of  the  first  wave  of  the  last  pandemic 
that  some  of  the  most  experienced  epidemiologists  are  reluctant  to 
assume  that  this  outbreak  proceeded  from  any  single  world  focus. 

The  origin  of  influenza  epidemics  with  particular  reference  to  the 
origin  and  course  of  the  last  pandemic  outbreak  (1918) 

In  a  recent  address  to  the  Congress  of  American  Physicians  and 
Surgeons,  Flexner  made  the  interesting  suggestion  that  perhaps  the 
most  effective  method  of  forestalling  epidemics  in  the  future  would  be 
to  search  out  and  attempt  to  circumscribe  the  endemic  foci  in  which 
the  cinders  of  disease  are  constantly  smouldering  during  the  inter- 
epidemic  periods.  This  method  of  procedure  has  been  effectually 
initiated  in  the  case  of  yellow  fever,  and  would  seem  to  be  an  eminently 
logical  one  for  application  to  other  insect  borne  diseases.  It  might 
also  be  successfully  applied  in  plague  and  conditions  like  it  in  which 
interepidemic  propagation  is  carried  on  largely  in  animals.  In  regard, 
to  other  diseases  the  promise  of  even  partial  success  would  be  directly 
dependent  upon  the  question  as  to  whether  the  particular  condition 
is  kept  alive,  between  outbreaks  in  special  centers  in  the  world  or 
whether  the  foci  are  widely  scattered  in  all  populations  in  the  persons 
of  carriers,  constantly  increasing  in  number  along  the  trail  of  sporadic 
cases,  as  in  typhoid  and  the  paratyphoid  fevers,  etc. 

The  idea  is  an  extremely  important  one  since  any  step  in  the  direc- 
tion of  interepidemic  control  of  foci,  if  attended  by  even  a  slight 
degree  of  partial  success,  would  accomplish  more  at  smaller  expense 
than  the  most  energetic  attempts  at  suppression  after  epidemics 
have  started.  Moreover,  the  splendid  efforts  which  are  being  made, 
at  the  present  time,  to  internationalize  public  health  activities  pro- 


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286  HANS  ZINSSER 

vide  an  opportunity  for  possible  accomplishment  of  such  a  project 
which  has  never  before  been  within  reach. 

In  the  case  of  no  disease  should  this  proposal  be  more  seriously  con- 
sidered than  in  that  of  influenza,  since  no  other  condition  attains  a 
comparable  degree  of  destructiveness,  none  travels  so  sweepingly  over 
the  whole  world,  and  in  none  other  are  we  so  totally  helpless  to  ob- 
struct its  progress.  It  is,  therefore,  of  great  importance  to  determine, 
if  possible,  whether  influenza  epidemics  have  truly  emanated  from 
definite  endemic  foci,  or  whether  they  have  started  in  various  parts  of 
the  world  at  times  when  conditions  such  as  the  declining  resistance- 
values  of  populations,  or  some  other  unknown  factors  have  created 
epidemic  possibilities. 

In  the  tabulation  cited  from  Leichtenstern  and  others  we  have 
indicated  that  many  of  the  epidemics  of  the  past  were  supposed  to  have 
emanated  from  the  East.  Flexner,  unquestionably  following  similar 
reports,  assumes  that  the  region  on  the  border  between  Russia  and 
Turkestan  may  possibly  be  regarded  as  one  of  the  important  endemic 
foci.  At  any  rate,  the  reports  of  earlier  writers  have  again  and  again 
referred  to  China,  the  Caucasus,  Eastern  Siberia  and  Turkestan  as 
furnishing  the  initial  blaze  which  then  spread,  Westward  and  East- 
ward, to  encircle  the  world.  The  possibility  of  the  regional  delimi- 
tation of  influenza  foci  is,  therefore,  more  than  a  surmise  and  should 
be  examined  with  care,  especially  as  light  has  been  thrown  upon  it 
by  the  more  exact  epidemiological  investigations  of  the  last  two  great 
outbreaks. 

The  beginnings  of  the  outbreak  of  1889  seemed  again  to  be  traceable 
to  the  East.  The  reports  of  Heyfelder  and  others  to  this  effect  have 
been  mentioned  in  preceding  sections,  but  there  seems  to  be  evidence 
that  the  disease  appeared  in  Greenland  and  in  Northern  Canada  at  a 
time  so  early  in  this  epidemic  that  it  cannot  be  accounted  for  by 
Northwesterly  spread  from  the  South  Eastern  continental  sources. 

It  appears  also  from  the  studies  of  statisticians  that  influenza  re- 
mained widely  dispersed  throughout  the  world  for  many  years  after 
this  epidemic  had  subsided;  so  long  in  fact  that  it  seems  very  unlikely 
that  we  can  ever  speak  of  well  defined  endemic  potential  sources  of 
origin  except  in  a  relative  way.  Indeed,  the  permanently  increased 
influenza  incidence  in  places  like  China,  if  considered  from  this  point 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  287 

of  view,  may  be  due  to  nothing  more  than  to  defective  conditions  of 
hygiene  and  sanitation  coupled  with  greater  crowding.  Prof.  Ray- 
mond Pearl  in  commenting  upon  the  probability  that  the  1918  epi- 
demic will  be  followed  by  a  long  period  of  increased  influenza  mor- 
bidity, makes  the  statement  that  the  curve  of  mortality  from  influenza 
in  England  and  Wales  was  higher  in  1907,  seventeen  years  after  the 
1890  epidemic,  than  it  had  been  in  any  of  the  forty  years  immediately 
preceding  this  outbreak.  He  adds  that  a  similarly  slow  decline  of 
mortality  followed  the  epidemic  of  1848. 

It  is  likely,  therefore,  that  for  many  years  after  pandemic  waves 
have  subsided,  perhaps  throughout  the  interepidemic  periods,  the 
virus  remains  freely  scattered  among-the  populations  of  the  world, 
ready  to  flare  up  in  renewed  mass  infections  when  gradually  declining 
incidence  over  a  period  of  years  has  brought  about  a  reduction  of 
community  resistance;  and  at  such  times  it  would  be  most  likely  that 
the  points  of  least  resistance,  (and,  therefore,  the  most  frequent 
sources  of  widespread  epidemics)  should  be  located  in  the  most 
crowded  and  least  sanitated  communities. 

It  is  too  soon  to  come  to  any  definite  conclusions  regarding  the 
origins  of  the  1918  epidemic.  Epidemiological  methods  have  devel- 
oped considerably  since  the  last  preceding  outbreak,  and  no  final 
judgment  canberendered  until  properly  qualified  epidemiologists  have 
had  the  opportunity  of  gathering  and  studying  all  available  evidence. 
Like  others  who  cannot  pretend  to  anything  more  than  a  superficial" 
knowledge  of  statistical  methods,  we  must  be  content  to  await  these 
analyses.  Meanwhile,  however,  it  will  be  of  interest  to  discuss  avail- 
able information  on  this  problem  in  a  tentative  way. 

As  in  the  case  of  previous  epidemics  this  one  is  supposed  by  some 
writers  to  have  originated  in  the  East.  McNalty,  in  the  article  re- 
ferred to  above,  states  that  in  March,  1918,  the  disease  was  prevalent 
in  China,  and  that,  in  the  same  month  and  in  April,  the  Japanese  navy, 
perhaps  infected  in  Chinese  ports,  suffered  from  a  serious  outbreak. 
This  is  particularly  interesting  to  us,  since  we  remember  distinctly 
hearing  of  a  curious,  mild  febrile  disease  reported  among  Chinese 
labor  troops  on  the  coast  of  France  early  in  the  spring  of  1918,  about 
which  we  have  never  been  able  to  obtain  definite  clinical  or  epidemio- 
logical information.    These  facts  would  incline  one  again  to  suspect 


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288  HANS  ZINSSER 

the  existence  of  a  single  source  of  origin.  More  searching  inquiry  into 
the  beginnings  of  this  pandemic,  however,  throws  considerable  doubt 
upon  such  a  simple  solution  of  the  problem.  Frost  who  has  given 
particular  attention  to  the  study  of  general  mortality  rates  from  in- 
fluenza and  pneumonia  has,  among  other  things,  analyzed  these 
rates  for  a  number  of  American  cities  during  the  years  1910  to  1918. 
He  finds  that  in  December,  1915,  and  January,  1916,  there  occurred 
in  New  York  and  Cleveland  a  sudden  and  considerable  rise  in  the 
mortality  rates  from  these  diseases.  In  January,  1916,  he  states, 
influenza  was  reported  to  be  epidemic  in  twenty-two  states  of  the 
Union  (U.  S.  Public  Health  Reports,  January  7,  1916) — epidemics 
which  "were  so  mild  that  they  attracted  little  attention  at  the  time 
and  were  generally  forgotten."  Even  though  we  make  all  due  allow- 
ance for  the  looseness  of  the  clinical  term  "influenza"  by  which  many 
of  these  cases  were  reported,  these  facts  are  significant  in  pointing 
to  unusual  conditions  in  regard  to  the  prevalence  of  diseases  of  this 
type  some  years  before  the  pandemic  gathered  sufficient  velocity  to 
be  seriously  regarded. 

During  the  winter  of  1917,  when  the  army  concentration  camps 
were  being  filled  in  the  United  States,  pneumonia  occurred  in  many 
of  them  in  an  epidemic  form,  which,  however,  was  in  most  cases 
unassociated  with  any  influenzal  element.  In  a  few  cases,  however, 
mild  influenza-like  outbreaks  preceded  or  accompanied  these  pneu- 
monia epidemics.  When  recently  we  described  influenza  as  we  first 
saw  it  at  Chaumont,  France,  in  May,  1918,  we  were  told  by  Dr. 
George  Draper  that  he  had  seen  a  number  of  exactly  similar  cases 
at  Fort  Riley  in  the  winter  of  1917.  For  Europe,  too,  there  is  evidence 
that  indicates  that  influenza  was  endemic  during  the  years  preceding 
the  great  outbreak  and  that  a  number  of  minor  epidemic  explosions 
had  occurred  in  the  years  just  preceding  1918.  MacNeal  who  has 
investigated  military  reports,  particularly,  states  that  small  epidemics 
occurred  in  the  British  Army  in  1916  and  1917.  A  chart  constructed 
by  him,  from  the  American  Expeditionary  Force  reports,  shows  that 
a  considerable  rise  in  reported  influenza  cases  took  place  in  November 
and  December,  1917,  and  in  January,  1918,  gradually  declining  to- 
ward spring.  MacNeal,  compiling  the  data  available  in  the  office  of 
the  chief  surgeon,  American  Expeditionary  Forces,  states  that  the 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  289 

influenza  morbidity  reported  per  100,000  for  succeeding  months  in 
1917,  were  as  follows: 

July 321 

August 438 

September. 404 

October. 1050 

November 1980 

December 2480 

Robertson  who  studied  many  of  the  secondary  pneumonias  which 
came  to  autopsy  at  this  time  found  an  unusual  type  of  lobular  pneu- 
monia in  which  Pfeiffer  bacilli  were  frequently  found.  In  many  of 
these  cases  the  organisms  could  be  obtained  from  the  nasal  sinuses  and 
antra.  Similar  findings  were  reported  by  British  bacteriologists 
(Hammond,  Roiland  and  Shore,  Lancet,  1917,  ii,  41,  and  Hallows, 
Eyre  and  French,  Lancet,  1917,  ii,  377)  who  studied  the  cases  that 
occurred  in  the  British  Armies  both  at  home  and  in  France.  We  have 
also  found  in  reports  by  Austrian  physicians  reference  to  outbreaks 
of  typical  influenza  on  the  Austro-Russian  front  early  in  1917. 

There  seems  little  doubt,  therefore,  that  for  some  years  before  the 
pandemic  of  1918  influenza  was  endemic  in  many  parts  both  of  Europe 
and  of  America.  As  early  as  1915-1916,  Frost  finds  evidence  of 
limited  epidemic  outbreaks  in  the  United  States.  During  the  winter 
immediately  preceding  the  true  beginning  of  the  pandemic  small 
outbreaks  occurred  among  the  allied  troops  in  France,  the  British 
troops  in  England,  and  probably  among  American  troops  gathered 
in  home  concentration  camps  as  well.  MacNeal  in  a  summary  of  the 
conditions  prevailing  among  American  troops  in  France  concludes 
that  epidemic  influenza  in  that  country  originated  from  the  endemic 
foci  there  existing  and  that  the  disease  was  probably  carried  from 
Europe  to  the  United  States  by  shipping.  The  former  assumption, 
namely,  that  the  epidemic  occurrence  of  the  disease  may  have  been 
due  to  the  fact  that  an  enormous  and  concentrated  newly  introduced 
material  of  susceptibles  may  have  been  lighted  into  flame  after  arrival 
in  France  at  the  numerous  endemic  "smoulders,"  may  well  be  correct. 
The  latter,  however,  concerning  the  transportation  of  the  disease  from 
Europe  to  America  may  justly  be  questioned.  For,  in  the  first  place, 
Frost's  studies  have  shown  that  prepandemic  outbreaks  were  quite 


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290  HANS  ZINSSER 

as  frequent  in  the  United  States  as  in  Europe  during  1915  and  1916, 
and,  though  we  have  no  definite  proof  of  this  there  is  reason  to  believe 
that  influenza  was  prevalent  in  concentration  camps  during  1917. 

Moreover,  when  the  disease  was  beginning  to  gather  headway  in 
the  rise  of  the  first  wave  in  1918,  definite  outbreaks  in  the  United 
States  seem  to  have  preceded  those  in  Europe.  The  earliest  reports 
from  Europe,  so  far  available,  seem  to  place  the  beginnings  of  the 
epidemic  somewhere  in  April,  1918.  Yet  in  March  there  was  a  very 
definite  though  mild  epidemic  at  Oglethorpe,  Georgia,  which  was  re- 
ported by  Vaughan  and  Palmer  and  has  been  referred  to  above. 
Similar  epidemics  seem  to  have  occurred  in  Chicago  in  March,  and 
the  epidemic  which  occurred  in  St.  Questin  Prison  in  April  was, 
according  to  Stanley,  started  by  the  reception  of  an  infected  prisoner 
from  Los  Angeles,  where  the  disease  must  have  been  prevalent  at 
that  time.  It  was  at  about  this  time  that  the  writer  heard  of  the 
curious  disease  among  French  Indo-Chinese  troops  on  the  Coast  of 
France,  a  matter  that  is  mentioned  only  in  order  that  some  one  who 
may  have  access  to  suitable  records,  may  on  reading  this,  look  for 
evidence  more  definite  than  rumor.  The  first  concise  reports  in 
Europe  seem  to  have  come  from  Spain  in  May.  The  course  of  the 
epidemic  after  this  time  is  extremely  difficult  to  follow  owing  to  the 
concentration  of  large  bodies  of  men  under  active  military  conditions 
and  the  transportation  of  troops  from  one  country  to  another.  With- 
in a  month  it  had  spread  to  Portugal,  France,  Holland,  Germany, 
Austria,  Hungary,  Russia,  Switzerland,  Norway  and  Denmark. 
What  the  exact  order  of  appearance  from  one  country  to  another  may 
have  been,  we  are  not  in  a  position  to  say.  Nor  are  we  sure  that  it 
will  ever  be  possible  to  trace  this  even  when  all  records  are  available. 
Certain  it  is  that  outbreaks  soon  became  almost  simultaneous  in 
many  different  parts  of  the  continent.  By  June  it  had  appeared  in 
the  Philippines  and  India.  (In  India  too  there  had  been  mild  out- 
breaks earlier  in  1918  in  the  Province  of  Tana,  presidency  of  Bombay, 
but  a  report  from  Major  White  to  the  government  of  India  indicates 
that  a  fresh  introduction  of  the  disease  seems  to  have  taken  place  in 
May  when  cases  were  reported  in  Bombay,  subsequent  to  the  arrival 
of  a  transport  from  Mesopotamia.)  A  little  later  it  spread  through 
South  Africa  and  in  July  appeared  in  Egypt  whither  it  is  said  to  have 
been  brought  from  Malta  and  Salonica. 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  291 

It  seems  fairly  definite,  therefore,  that  the  last  pandemic  cannot 
be  said  to  have  started  in  any  single  endemic  focus.  It  appears  to 
have  grown  from  roots  that  can  be  traced  back  to  1915  and  1916  at 
least,  and  according  to  studies  such  as  those  of  Pearl  it  seems  quite 
possible  that  none  of  the  crowded  communities  of  the  world  had  be- 
come entirely  freed  from  the  disease  after  the  1889  outbreak.  It  is 
not  impossible,  however,  that  the  last  pandemic  may  have  been 
epidemiologically  abnormal  owing  to  the  unusual  conditions  incident 
to  war,  the  creation  of  great  foci  of  respiratory  transmission  in  the 
camps  and  the  transportation  of  infected  men  in  large  numbers  under 
conditions  eminently  suitable  for  the  dissemination  of  disease.  More- 
over, there  was  a  constant  rearrangement  of  human  association,  a 
constant  addition  of  fuel  to  the  centers  of  epidemic  prevalence,  in  the 
form  of  recruits  sent  to  camps,  American  susceptibles  sent  to  France 
and  transport-infected  individuals  unloaded  into  dense  populations 
in  both  directions  between  Europe,  America  and  other  continents. 
It  is  a  suggestion  at  least  worth  considering  whether  this  pandemic 
might  not  have  been  delayed  in  its  advent,  or  perhaps  limited  in  its 
scope  had  there  not  been  a  state  of  war  throughout  the  world. 

Thus,  although  the  last  epidemic  unquestionably  started  from  a 
number  of  different  sources,  and  although  it  will  probably  take  many 
years  before  the  respiratory  disease  rates  have  returned  to  normal 
interepidemic  levels,  it  will  still  be  eminently  worth  while  to  study 
the  problem  as  to  whether  there  are  localities  in  the  East  in  which, 
owing  to  particularly  unfavorable  sanitary  conditions  or  other  factors 
the  disease  is  more  prevalent  than  in  the  rest  of  the  world,  and  to 
begin  prophylactic  epidemiology  in  these  places. 

Course  of  the  pandemic  of  1918 

Like  the  1889  epidemic  the  last  pandemic  appeared  in  successive 
waves.  It  is  a  little  difficult  at  the  present  time  to  say  exactly  when 
we  should  consider  the  first  wave  to  have  started.  In  the  United 
States  the  sharp  rise  of  influenza  mentioned  by  Frost  as  occurring  in 
1915  to  1916  might  be  considered  a  preliminary  wave. 

According  to  the  report  of  the  surgeon  general  of  the  United  States 
for  1918,  it  is  not  impossible  that  a  definite  influenza  epidemic  existed 
in  the  United  States  in  1917.    During  this  year  he  states  that  approx- 


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292  HANS  ZINSSER 

imately  4572  cases  of  influenza  were  reported  in  the  United  States 
army,  but  no  separate  tabulations  by  camps  were  made  at  that  time 
for  the  Annual  Report.  Practically  none  of  the  1917  cases  were 
reported  as  associated  with  pneumonia,  but  in  analyzing  his  tabulations 
the  surgeon  general  concludes  that  in  a  large  number  of  the  camps 
in  the  United  States  in  1917  there  were  epidemics  of  influenza  which 
began  in  October,  extending  through  November,  usually  decreasing 
in  December,  with  further  decrease  in  January,  decided  decrease  in 
February,  and  a  subsequent  increase  either  in  March  or  April. 
Furthermore,  a  number  of  cases  of  the  disease  were  reported  during 
the  summer  months  together  with  a  considerable  number  of  pneu- 
monias. The  surgeon  general  also  notes  that  from  the  very  beginning 
of  1918  there  was  a  respiratory  disease  rate  above  normal. 

A  similar  early  appearance  of  the  disease  in  1917  in  minor  outbreaks 
in  the  British  army  and  in  France  generally  has  been  alluded  to 
above  in  the  attempt  to  analyze  the  possible  origins  of  the  last 
pandemic.  When  the  history  of  the  epidemic  is  finally  written  by 
competent  statisticians  on  the  basis  of  accurate  data  it  may  well  be 
found  that  it  did  not  appear  in  its  maximum  force  in  a  first  overwhelm- 
ing wave,  but  that  there  was  a  gradual  sequence  of  progressively  in- 
creasing wavelets  which  led  up  to  the  main  outbreak,  analogous  in  a 
reverse  way  to  the  gradual  decline  in  waves  as  the  epidemic  subsided; 
and,  although,  this  seems  quite  different  from  the  story  of  past  epi- 
demics, it  is  not  impossible  that  this  is  due  only  to  the  fact  that  in 
earlier  epidemics  the  preliminary  outbreaks  were  insufficiently  recog- 
nized and  studied.  Thus,  we  have  already  noted  above  that  Hey- 
felder  speaks  of  the  similarity  of  his  early  cases  in  1889  to  cases  of 
so-called  dengue  fever  which  occurred  in  Constantinople  in  1888. 

However  this  may  be,  the  first  generally  recognized  wave  of  the 
last  pandemic  seems  to  have  occurred  in  the  spring  of  1918.  This 
probably  began  in  March,  April  and  May,  at  which  time  there  were 
reports  emanating  from  China  and  Japan  almost  simultaneous  with 
similar  reports  from  Camp  Oglethorpe  in  America,  followed  rapidly 
by  outbreaks  in  France  among  civilians  and  American,  French  and 
British  troops.  It  seems  at  that  time  to  have  been  prevalent  in 
American  cities,  especially  New  York  and  Chicago,  appearing  in 
Spain  in  the  latter  part  of  May  and  early  June,  reaching  England  in 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  293 

June  and  July.  According  to  the  information  we  can  gather  from 
the  German  medical  press,  the  disease  must  have  been  prevalent  in 
Germany  and  Austria  prior  to  July,  1918.  At  probably  the  same  time 
it  reached  South  Africa.  According  to  a  report  of  Major  Norman 
White,  high  sanitary  commissioner  of  India,  the  disease  began  epi- 
demically at  Bombay  in  June,  1918,  but  the  first  sporadic  cases  seem, 
to  have  occurred  in  May  on  a  troop  ship  coming  from  Mesopotamia 
which  indicates  that  the  disease  must  have  been  in  Mesopotamia 
previous  to  that.  According  to  Findlay  the  first  cases  in  Egypt 
occurred  at  Port  Said  in  the  middle  of  July,  introduced  by  shipping 
from  Malta  and  Salonica. 

According  to  Frost  the  rise  in  the  Central  and  Western  cities  of  the 
United  States  occurred  in  April  when  the  pneumonia  reported  showed 
an  unmistakable  departure  from  the  normal;  and  the  increased 
mortality  extended  into  May.  But  Frost  notes  that  on  the  Atlantic 
seaboard,  especially  in  New  York  there  was  a  definite  increase 
generally  during  the  January,  February  and  March,  preceding. 

It  seems  definite  then  that  the  first  well  defined  wave  of  this  epi- 
demic started  in  different  parts  of  the  world  between  the  months  of 
January  and  June,  1918,  the  largest  number  of  outbreaks  taking  place 
finally  about  the  middle  of  June. 

There  is  no  complete  interval  of  freedom  between  the  first  and 
second  waves,  a  thing  which  we  are  inclined  to  believe  probably 
never  occurs,  but  the  first  wave  declined  very  susceptibly. 

By  September  and  early  October,  the  second  wave  which  was  the 
really  destructive  one  in  this  epidemic,  had  gathered  its  full  velocity. 
In  the  United  States  it  came  at  that  time  with  such  sudden  force 
that  it  appeared  as  the  first  onset  of  the  epidemic,  the  importance 
from  an  epidemiological  point  of  view  of  the  earlier  outbreak  men- 
tioned above  not  being  generally  appreciated  at  the  time.  The 
following  chart  taken  from  the  article  on  the  epidemiology  of  influenza 
by  Frost  which  has  been  repeatedly  quoted  above,  illustrates  the 
manner  in  which  the  outbreak  appeared  in  Boston,  Washington,  and 
San  Francisco.  Events  identical  in  principle  occurred  in  Philadelphia 
and  New  York,  beginning  at  about  the  same  time.  The  New  York 
curve  was,  however,  much  less  extensive  than  that  which  occurred 
in  Philadelphia  at  this  time,  and  the  curve  as  charted  by  Frost  for 


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294 


HANS  ZINSSER 


St.  Louis  is  a  little  later  in  advent,  did  not  reach  its  maximum  until 
the  middle  of  December  and  was  much  less  high  than  either  of  the 
others.  This  wave  seems  to  have  affected  the  entire  world,  and  be- 
fore the  end  of  October  had  swept  over  Russia,  China,  South  Africa, 
and  parts  of  South  America. 


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Chart  taken  from  article  by  W.  H.  Frost,  The  Epidemiology  of  Influenza,  U.  S.  Public 
Health  Reports,  August  15, 1919,  no.  550,  p.  1823-1836. 

The  second  wave  was  also  present  in  India,  reaching  its  greatest 
intensity  in  the  central,  northern  and  western  parts  of  the  Indian 
Empire.  The  greatest  number  of  deaths  in  India  seemjto  have  oc- 
curred in  October  and  November,  and  by  November  was  on  the 
decline  in  all  parts  of  India.  By  the  end  of  the  month,  mortality  had 
become  almost  normal.  In  Great  Britain  the  second  wave  appears 
to  have  begun  a  little  later  than  in  America,  according  to  McNalty 
beginning  in  October,  reaching  its  maximum  in  the  last  week  of 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  295 

October,  and  lasting  about  three  or  four  weeks.  By  the  end  of 
December  it  had  practically  ceased. 

A  third  wave  followed  almost  immediately  upon  the  second  in  many 
parts  of  the  world,  in  Great  Britain  appearing  so  soon  after  the 
decline  of  the  second  that  there  was  hardly  any  interval.  It  began 
approximately  in  the  latter  part  of  January,  reached  its  height  in  the 
middle  of  February  and  had  come  down  to  almost  normal  by  the 
beginning  of  April. 

Another  rise  took  place  in  America  also  in  the  month  of  January 
during  which  over  50,000  cases  were  reported  from  17  states  for  one 
week,  over  59,000  in  the  following  week. 

It  is  not  our  intention  to  attempt  a  statistical  tabulation  of  the 
epidemic  throughout  the  world  at  this  time,  further  than  to  indicate 
that  three  very  distinct  waves  occurred  in  rapid  succession  in  most 
parts  of  the  world  in  which  epidemic  studies  were  made.  But  this 
did  not  by  any  means  end  the  history  of  this  epidemic.  In  the  fall 
of  1919  and  the  beginning  of  the  year  1920,  a  very  distinct  rise  of 
influenza  cases  again  occurred  in  the  United  States.  A  general  in- 
crease of  cases  as  reported  to  the  United  States  Public  Health  Service 
from  the  various  state  and  city  officers  of  public  health  is  indicated 
in  the  tabulations  of  early  January  of  this  year  which  grew  materially 
larger  in  February  and  declined  in  March.  It  is  more  than  likely 
that  recrudescences  will  continue  to  occur  for  some  time,  especially 
in  crowded  centers. 

The  mortality  in  the  second  wave  was  enormous.  Pearl  estimates 
that  in  the  United  States  alone,  the  deaths  from  the  influenza  epidemic 
were  not  less  than  550,000,  "which  is  approximately  five  times  the 
number  (111,179)  of  American  soldiers  officially  stated  to  have  lost 
their  lives  from  all  causes  in  the  war."  A  fair  index  of  the  severity 
of  the  epidemic  can  be  gathered  from  the  surgeon  general's  report. 
Influenza  together  with  its  complications  is  charged  in  this  report 
with  over  600,000  admissions  of  American  and  native  troops  for  the 
year  1918.  The  total  rate  was  273.52.  It  caused  23,007  deaths. 
If  to  these  are  added  deaths  from  bronchitis,  bronchopneumonia, 
lobar  pneumonia,  and  other  conditions  probably  secondary  to  in- 
fluenza, the  total  number  of  deaths  would  be  39,371.  Approximately 
82  per  cent  of  all  the  deaths  could  be  attributed  to  acute  respiratory 


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HANS  ZINSSER 


diseases.  An  idea  of  the  death  rate  in  India  as  taken  from  the  report 
of  Major  Norman  White  (Bulletin  of  International  office  of  Public 
Hygiene,  Paris,  May,  1919,  p.  471-490)  can  be  gathered  from  the 
attached  table  taken  from  this  report  as  quoted  by  the  United  States 
Public  Health  Service. 


POPULATION 

(census  or  1911) 


OPl 
INFLUENZA 


nOTLUENZA  DEATBS 

PES  1000 

POPULATION 


Ajmere-Merwara 

Central  Provinces  and  Berar. 

Delhi 

Bombay 

Punjab 

Northwestern  Frontier 

United  Provinces 

Coorg 

Madras 

Assam 

Bihar  and  Orissa 

Burma 

Bengal 


501,395 
13,916,308 

416,656 

19,587,383 

19,337,146 

2,041,077 

46,820,506 

174,976 

40,005,735 

6,051,507 

o4,4oV,o40 

9,885,853 
45,329,247 


33,407 
790,820 

23,175 
900,000 
816,317 

82,000 

1,072,671 

3,382 

509,667 

69,113 
359,482 

60,000 
213,098 


66.6 

56.8 
55.6 
45.9 
42.2 
40.0 
22.9 
19.0 
12.7 
11.4 
10.3 
6.0 
4.7 


Total  for  British  India 238,527,635 


4,933,132 


20.7 


Table  taken  from  Report  of  Major  Norman  White,  Bulletin  of  the  International 
Office  of  Public  Hygiene,  Paris,  May,  1919,  p.  471-490. 

The  problem  of  immunity  in  influenza  and  its  epidemiological 

significance 

The  explanation  of  the  peculiar  phenomenon  of  successively  fading 
waves,  of  course,  suggests  the  gradual  development  of  immunity. 
This  would  be  the  simplest  explanation  and  the  one  on  the  basis  of 
which  we  could  reason  with  some  clearness.  The  question,  therefore, 
of  whether  an  individual  and,  therefore,  a  community  as  a  whole 
develops  immunity  upon  an  attack  of  influenza  has  been  the  subject 
of  many  inquiries.  To  base  any  opinion  upon  the  numerous  reports 
of  second  attacks  in  individuals  would  be  entirely  misleading.  The 
writer  himself  believes  that  he  had  three  attacks  during  the  last 
pandemic;  the  first  and  second  mild  ones,  and  the  third  complicated 
and,  therefore,  severe;  and  innumerable  others  with  whom  he  has 
spoken  have  had  similar  experiences.    But,  although  such  observa- 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  297 

tions  indicate  with  great  definiteness  that  any  immunity  resulting 
from  an  attack  of  influenza  can  be  a  relative  one  only,  and  far  less 
protective  than  the  immunity  conveyed  by  an  attack  of  typhoid 
fever,  smallpox,  etc.,  a  judgment  of  the  problem  as  a  whole  can  be 
obtained  only  by  statistical  studies  of  large  numbers  of  people  during 
the  secondary  waves.  For  even  a  very  limited  immunity  might  be 
sufficient  to  prevent  infection  in  a  majority  of  people  who,  in  the 
ordinary  course  of  association  with  others,  are  subjected  to  very  in- 
direct contact  with  minute  doses  of  a  virus  which  has  often  attenuated 
by  conditions  outside  the  body;  and  this  might  be  sufficient  to  de- 
termine the  difference  between  true  epidemic  prevalence  and  a  limited, 
sporadic  sick  rate. 

It  is  a  fact  that  Germany  and  France  were  spared  to  a  great  extent 
in  the  spring  of  1891  when  North  America  and  England  suffered  more 
severely.  Parsons  believes  that  his  studies  have  shown  definitely 
that  there  is  a  transitory  state  of  resistance  in  a  population  that  has 
been  thoroughly  permeated  by  the  first  wave.  In  his  analysis  in 
England  he  found  that  a  number  of  communities  that  had  suffered 
severely  during  the  early  epidemics  were  afflicted  but  slightly  during 
the  second,  and  vice  versa.  At  Winton  near  Manchester  at  a  boys' 
school  there  was  a  serious  outbreak  in  March,  1890,  dining  which  171 
out  of  589  children  came  down  with  the  disease.  In  1891,  this  school 
had  almost  the  same  inmates,  449  of  the  children  in  attendance  at 
that  time  having  been  there  throughout  the  earlier  epidemic.  In 
1891,  there  were  only  25  cases;  and  only  4  of  the  150  who  had  had  the 
disease  in  1890  had  it  again  in  1891.  Two  hundred  and  ninety-nine, 
who  did  not  get  the  disease  during  the  first  epidemic,  although 
thoroughly  exposed,  were  perhaps  insusceptible,  since  only  17  of  these 
came  down  dining  the  second  wave.  Conversely,  a  town  on  the  Tye 
which  escaped  lightly  during  the  first  two  waves,  suffered  heavily 
dining  the  third.  In  Brighton  there  was  a  low  death-rate  during  the 
first  epidemic,  and  a  higher  one  during  the  second  and  third  waves; 
similar  facts  are  cited  for  Portsmouth  and  Plymouth.  In  the  St. 
Quentin  prison  epidemic  which  we  have  mentioned  above,  Stanley 
states  that  the  second  epidemic  was  less  severe  than  the  first,  and  the 
third  far  less  severe  than  the  second  and,  in  analyzing  these  facts 
further,  he  finds  that  the  men  who  entered  prison  after  the  first 


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298  HANS  ZINSSER 

epidemic  had  subsided,  were  attacked  in  greater  numbers  than  those 
that  had  been  there  before,  although  there  were  more  of  the  latter 
than  the  former.  Frost  has  studied  immunity  conditions  during  the 
last  epidemic,  a  matter  that  is  still  fraught  with  great  difficulties 
because  of  the  incompleteness  of  records  of  the  second  and  third  waves 
at  the  present  time.  He  made  a  canvass  of  many  thousands  of  people 
in  Baltimore  between  November  20  and  December  11,  1918,  and  a 
second  inquiry  during  January  among  320,600  people;  724  cases  of 
influenza  were  found  to  have  occurred  since  his  first  survey.  Of 
these  only  26  were  confirmed  by  reliable  methods  as  having  been  true 
second  attacks,  and  in  not  all  of  these  was  the  diagnosis  absolutely 
definite.  He  states  that  in  view  of  the  fact  that  "23  per  cent  of  the 
population  had  had  influenza  previous  to  December  11,  the  propor- 
tion of  second  attacks  should  have  been  very  much  greater  if  no 
immunity  had  been  acquired."  Warren  T.  Vaughan  has  made  an 
excellent  and  extensive  analysis  of  the  literature  on  this  question  in 
which  he  has  collected  a  considerable  number  of  reports  which  point 
in  the  same  direction  as  the  studies  of  Parsons  and  of  Frost  quoted 
above.  Thus,  the  observations  of  Lemiere  and  Raymond,  of  Gibon, 
of  Dopter,  of  Opie,  Barthelemy,  of  Hamilton  and  Lennard,  of  Niven 
and  others,  all  indicate  that  influenza  leaves  the  individual  and,  there- 
fore, the  community  through  which  it  has  swept,  relatively  more 
resistant  than  normal  for  a  limited  period.  This  period  is  appraised 
by  Warren  T.  Vaughan  as  not  shorter  than  three  months,  the  acquired 
resistance  gradually  and  rapidly  fading  thereafter.  Such  a  concep- 
tion would  explain  the  apparently  contradictory  results  of  Jordan 
and  Sharp,  and  of  some  observations  of  Frost,  courteously  placed  at 
our  disposal  by  him  in  a  letter  dated  June  18,  1920.  In  a  recent 
paper  (Journal  of  Infectious  Diseases,  May,  1920,  p.  463)  Jordan  and 
Sharp  have  analyzed  the  incidence  of  influenza,  in  subsequent  waves, 
at  the  Great  Lakes  Training  Station  and  at  Camp  Grant  at  Rockf  ord, 
Illinois.  In  each  of  these  places  they  divided  the  men  into  groups  of 
those  attacked  and  those  not  attacked  in  1918-1919,  and  compared 
the  incidence  among  these  two  groups  with  the  respective  incidence 
in  January,  1920.  Their  results  indicate  that  no  marked  immunity 
exists  twelve  to  fifteen  months  after  its  attack.  Frost  states  that, 
"in  Baltimore  those  persons  who  were  attacked  during  the  1918  to 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  299 

1919  epidemic  showed  no  relative  immunity  during  the  epidemic 
of  1920."  This  is  not  therefore  in  contradiction  to  the  earlier  Balti- 
more studies  cited  above,  since  in  that  case  the  interval  between  the 
epidemic  waves  was  not  more  than  about  three  months. 

It  thus  appears  that,  as  far  as  we  can  gather  from  careful  studies 
of  many  workers  in  different  parts  of  the  world,  a  definite  increase  of 
resistance  if  left  behind  after  an  attack  of  influenza  which,  though 
insufficient  to  protect  all  individuals,  is  still  adequate  to  leave  the 
community  in  a  condition  of  relatively  high  resistance  for  a  limited 
period.  This  period  is  variously  estimated  as  approximately  three 
or  four  months,  and  is  certainly  less  than  one  or  two  years. 

The  bearing  of  such  an  immunity  upon  periodicity  and  wave-like 
curves  of  influenza  epidemics  is  obvious. 

The  problem  of  the  fluctuation  of  virulence  of  the  virus 

In  the  analysis  of  the  conditions  which  govern  the  rise,  fall  and 
disappearance  of  epidemics,  however,  account  must  be  taken  of 
another  influence,  the  reciprocal  of  the  immunity  factor,  namely,  the 
possible  fluctuations  in  the  virulence  of  the  causative  agent.  It  is 
perfectly  clear  to  every  one  who  has  studied  epidemics  that  the 
-  development  of  immunity  alone  cannot  satisfactorily  explain  many 
of  the  peculiar  manifestations  of  the  outbreaks.  Thus,  even  in 
epidemics  in  which  the  disease  leaves  behind  a  permanent  immunity 
and  in  which,  therefore,  survivors  represent  an  ever  increasing  non- 
susceptible  bulwark  of  transfer  between  the  infected  and  the  sus- 
ceptible populations,  the  decline  of  epidemics  is  not  often  a  simple 
downward  curve,  and  the  mortality  percentage  declines  with  the 
morbidity.  This  last  fact  we  have  noticed  particularly  in  typhus 
epidemics  where,  in  the  Serbian  one  for  instance,  a  death  rate  of  50 
or  more  per  cent  at  the  height  of  the  outbreak  declined  to  between 
IS  and  20  per  cent  as  the  morbidity  became  less.  There  are  many 
other  observations  which  would  incline  one  to  assume  the  manifesta- 
tions and  the  general  course  of  a  prolonged  epidemic  are  influenced 
as  much  by  changes  on  the  part  of  the  infecting  factor  as  they  are  by 
the  acquisition  of  generally  increased  resistance. 

The  analysis  of  this  problem  is  not  an  easy  one.  On  the  one  hand, 
we  know  from  laboratory  experimentation  that,  in  general,  it  is  pos- 


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300  HANS  ZINSSER 

sible  to  enhance  the  virulence  of  a  race  of  microorganisms  for  a  given 
species  of  animals  by  successive  passages  through  such  animals, 
avoiding  intervening  cultivation  on  artificial  media;  this,  of  course, 
provided  that  the  organism  in  the  first  place  renders  the  animals 
severely  sick,  or  kills  them.  Thus,  passing  a  pneumococcus  or  strep- 
tococcus from  mouse  to  mouse,  directly  from  the  peritoneal  exudate 
or  heart's  blood,  will,  with  many  races  (though  not  with  all  races  of 
streptococci)  result  in  a  considerable  increase  of  infective  power. 
Even  a  short  sojourn  on  artificial  media,  interrupting  this  serial 
transmission,  will  definitely  reduce  infectiousness  in  many  cases,  as 
has  been  shown  most  clearly  perhaps  by  the  Barber  method  with 
anthrax  bacilli.  Passage  through  one  species  of  animal  may  reduce 
or  increase  virulence  for  other  species,  according  to  the  particular 
germ  and  animal  species  used,  but  this  has  no  direct  epidemiological 
bearing.  Thus,  it  is  not  unlikely  that  as  an  epidemic  spreads  rapidly, 
a  tremendous  enhancement  in  the  virulence  of  the  germ  may  follow 
and  the  morbidity,  as  well  as  mortality  increase  rapidly.  Such  an 
enhancement  of  virulence  by  rapid  transmission  directly  from  man  to 
man  is  entirely  analogous  to  repeated  animal  passage,  and  as  an  ex- 
cellent epidemiological  example  of  such  a  case,  Warren  Vaughan  cites 
the  havoc  played  by  streptococcus  hemolyticus  in  American  army 
camps  after  it  had  been  disseminated  for  some  time  as  a  secondary 
invader  of  measles,  subsequently  acquiring  virulence  which  enabled 
it  to  become  an  independent  etiological  agent  or  a  fatal  primary 
respiratory  disease. 

Such  an  enhancement  of  virulence,  however,  will  rapidly  reach  a 
maximum  and  at  the  time  when  this  maximum  is  reached,  the  general 
resistance  of  the  surviving  community  will  probably  have  attained 
a  level  somewhat  above  normal.  In  a  disease  like  influenza  where 
initial  susceptibility  is  general  and  mortality  of  the  pure,  uncompli- 
cated disease  is  low,  this  increase  of  resistance  on  the  part  of  the 
community  may  almost  keep  pace  with  the  increased  virulence  of  the 
organism,  and  under  ordinary  conditions  the  initial  wave  will  subside 
when  fewer  and  fewer  of  the  individuals  infected  with  the  now  fully 
virulent  virus  are  normally  susceptible. 

The  conditions  now  established  are  those  of  the  approximation  of 
a  balance  between  virulence  of  infectious  agent  and  resistance  of  the 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  301 

community  which  balance,  however,  is  nfcver  perfectly  established 
and,  therefore,  numerous  individuals  of  relatively  low  resistance  or 
who  have  escaped  sufficient  contact  during  the  earlier  period  of  the 
epidemic,  are  still  afflicted  with  the  disease,  and  among  these  we  may 
assume  that  an  increasing  proportion  have  attained  a  resistance 
somewhat  greater  than  normal,  if  not  sufficient  to  protect  completely, 
and  this  element  may  contribute  to  the  lessened  mortality  which 
accompanies  the  declining  morbidity. 

At  this  point  another  well  known  biological  principle  may  be  intro- 
duced, a  principle  which  has  been  most  clearly  and  thoroughly  dis- 
cussed by  Theobald  Smith.  Theobald  Smith  speaks  of  highly  patho- 
genic organisms  as  "incompletely  adapted  parasites."  "The  less 
complete  the  adaptation  to  the  host,  the  more  violent  the  disease 
produced."  Thus,  the  acutenessof  an  infectious  disease  isan evidence 
of  the  tempestuous  manner  in  which  the  host  is  trying  to  rid  himself  of 
the  invader,  a  struggle  in  which  the  bacteria  develop  the  defenses  of 
capsule,  etc.,  and  the  offensive  weapons  of  poison  formation  and 
perhaps  rapid  multiplication.  As  long  as  this  reaction  on  the  part  of 
the  bacteria  carries  the  upper  hand  the  increase  in  virulence  will 
continue.  Conversely,  however,  as  Theobald  Smith  points  out, 
indeed,  has  long  pointed  out  in  some  of  his  former  papers,  the  chron- 
icity  of  a  disease  is  largely  dependent  upon  an  adaptation  between  host 
and  invader  in  which  the  reaction  to  the  parasite  is  less  violent,  and 
a  condition  approaching  more  and  more  closely  to  a  sort  of  symbiosis, 
is  established.  As  Theobald  Smith  puts  it  in  a  recent  paper  which  is 
also  quoted  by  Vaughan  "there  is  a  struggle  on  the  part  of  the  para- 
sites to  adapt  themselves  and  to  establish  some  equilibrium  between 
themselves  and  their  host;"  again,  "the  final  outcome  is  a  harmless 
parasitism  or  some  disease  of  little  or  no  fatality  unless  other  parasites 
complicate  the  invasion." 

Such  adaptation  unquestionably  takes  place.  On  the  other  hand, 
it  cannot  take  place  unless  host  and  invader  are  in  contact  at,  at 
least,  an  approximate  balance  for  periods  longer  than  the  ordinary 
acute  infectious  disease.  During  the  rapid  rise  of  an  epidemic, 
therefore,  while  the  organisms  responsible  are  passing  rapidly  through 
a  large  series  of  susceptible  individuals  in  whom  death  or  recovery 
takes  place,  the  virus  transmitted  rapidly  from  person  to  person, 


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302  HANS  ZINSSER 

developing  its  offensive  properties  to  a  high  degree,  overcomes  the 
defenses  of  its  new  hosts  too  rapidly  to  permit  of  much  mutual  adapta- 
tion. Later,  as  the  community  becomes  more  resistant,  infections 
are  apt  to  become  more  subacute  and  chronic  and  carriers  may  be 
established,  and  under  such  conditions  the  process  of  biological  adapta- 
tion which  in  the  course  of  time  may  result  in  conditions  almost 
symbiotic,  are  perhaps  responsible  for  the  entirely  altered  manifesta- 
tions of  epidemics. 

It  is  quite  possible,  therefore,  not  only  in  influenza  but  in  other 
epidemics,  that  after  the  initial  wave  has  reached  its  peak  and  the 
organisms  attained  full  virulence,  their  subsequent  spread  consisting 
in  a  more  and  more  delayed  passage  from  susceptible  to  susceptible 
individual,  their  sojourn  in  contact  with  the  tissues  and  secretions 
of  cases  and  carriers  and  the  slower  and  less  violent  progress  of  the 
infections  in  partially  immunized  individuals  may  lead  to  a  gradual 
adaptation,  resulting  in  a  new  balance  between  the  invasiveness  of 
the  causative  agent  and  the  resistance  of  the  individual. 

It  is  quite  conceivable,  then,  that  if  the  immunity  is  a  rapidly  fading 
one,  as  in  influenza,  organisms  of  considerable  virulence,  smouldering 
in  carriers  or  in  mildly  reacting  partially  immunized  individuals, 
may  pass  through  a  new  period  of  violent  spread  as  the  susceptible 
percentage  is  again  developed  to  a  larger  extent. 

In  influenza,  we  are  confronted  with  a  particularly  difficult  problem 
in  that,  as  we  have  seen  above,  we  are  in  possession  of  no  definite 
knowledge  concerning  the  causative  agent.  As  far  as  the  influenza 
bacillus,  itself,  however,  is  concerned,  while  we  are,  of  course,  entirely 
in  doubt  as  to  its  etiological  significance,  its  unquestionable  fluctua- 
tions in  virulence  are  of  considerable  interest.  Recently,  in  our  own 
laboratory,  J.  T.  Parker  and  Frederic  Parker,  Jr.,  studied  a  meningeal 
strain  of  influenza  which  was  obtained  originally  from  the  meninges 
of  a  child  which  died  at  the  Nursery  and  Child's  hospital  in  New  York. 
This  organism  was  kept  alive  on  artificial  media  for  some  six  weeks 
and  then  used  in  a  series  of  experiments  on  rabbits.  Intratracheally 
injected  into  rabbits,  this  bacillus  produced  fatal  disease,  the  organism 
appearing  in  the  pleura  and  usually  in  the  general  circulation  of  the 
animals.  Within  6  rabbit  passages  with  the  pleural  exudate  of  pre- 
viously killed  rabbits,  the  organisms  acquired  a  virulence  so  high 


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ETIOLOGY  AND  EPIDEMIOLOGY  OF  INFLUENZA  303 

that  less  than  0.05  cc.  of  pleural  exudate  would  kill  the  rabbits  in 
a  short  time,  sometimes  with  pneumonia,  sometimes  passing  through 
the  lungs  and  causing  a  general  septicaemia  without  noticeable 
pathological  changes  in  the  lungs.  On  further  preservation  in  rabbit's 
blood  media  for  about  two  weeks  longer,  this  organism  again  lost  its 
virulence  to  such  an  extent  that  lately  large  amounts  injected  into 
rabbits  produced  no  noticeable  effect. 

It  is  not  supposed  that  these  considerations  will  throw  any  consid- 
erable light  upon  the  fluctuation  of  epidemic  waves  in  influenza, 
but  they  are  inserted  merely  to  indicate  the  lines  of  thought  and 
experimentation  along  which  these  problems  may  eventually  be 
elucidated. 

Summary 

I  have  sketched  the  epidemiology  of  this  disease  in  a  fragmentary 
way  only.  I  have  neither  the  material  nor  am  I  sufficiently  versed 
in  statistical  studies  to  go  more  deeply  into  this  phase  of  the  subject. 
Furthermore,  it  is  too  early  to  attempt  to  complete  analysis  of  such 
records,  which  are  being  carefully  worked  over  by  statisticians  at  the 
present  time  and  will  be  published  in  due  time  with  greater  accuracy 
than  I  could  bring  to  bear  upon  them. 

It  is  quite  probable  that  influenza  will  continue  to  be  prevalent  in 
outbreaks  of  varying  intensity  all  over  the  world  for  some  years  to 
come,  and  that  the  disease  will  remain  endemic  in  a  scattered,  sporadic 
manner  for  many  years  after  that.  May  we  hope  that  etiological  and 
epidemiological  work  which  is  being  followed  so  assiduously  all  over 
the  world  at  the  present  time  will  furnish  us  with  more  competent 
methods  for  prevention  and  delimination  before  the  world  is  visited 
by  another  pandemic. 

The  writer  is  indebted  to  the  surgeon  general  of  the  United  States 
army  and  to  Col.  J.  F.  Siler  for  access  to  his  own  military  reports 
and  to  those  of  others.  A  number  of  helpful  suggestions  and 
opinions  from  Dr.  W.  H.  Frost  are  also  acknowledged  with  grateful 
appreciation. 


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304  HANS  ZINSSER 

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306  HANS  ZINSSER 

Karewsei:  Deut.  mcd.  Woch.,  1907. 

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Klebs:  Cent  f.  Bakt,  1890,  Bd.  7. 

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Klopstock:  Berl.  klin.  Woch.,  1902. 

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Kronberger:  Deut.  med.  Woch.,  1919,  243. 

Kruse:  Deut.  med.  Woch.,  1894,  Nr.  24. 

Kuina:  Wien.  klin.  Woch.,  1909. 

Lancet,  1918,  2, 455. 

Lancet,  1918,  2, 645. 

Lancet,  1919,  1,  72. 

Lancet,  1919,  1,  520. 

LeCount:  Jour.  Amer.  Med.  Assoc.,  1919,  bodi,  1519. 

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Series  I,  July,  1921. 
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Park:  Jour.  Amer.  Med.  Assoc.,  1919,  lxxiii,  318. 
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Pfuhl:  Zeit.  f.  Hyg.,  Bd.  26,  1897. 
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Rosenbatjch:  Klin.  Monatsbl.  f.  AugenheHk.,  1908,  46. 

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Slawyk:  Cited  from  Leichtbnstekn:  Influenza  in  the  nineteenth  century,  Leipzig,  1912. 

Slevogt:  Jena,  1712. 

Smith,  Feed:  Jour.  Amer.  Med.  Assoc,  1919,  lzziii,  1685. 

Sierra,  Theobald:  Transact.  Assoc  of  Physicians,  1921. 

Spat:  Berl.  klin.  Woch.,  1907,  44. 

Stanley:  U.  S.  Pub.  Health  Serv.  Report,  no.  19,  xxriv,  May  9, 1919. 

Stallybeass:  Lancet,  1920,  i,  372. 

Stanol:  Jour.  Amer.  Med.  Assoc,  1919,  lzziii,  1048. 

Sticker:  Encyclopaedic  der  praktischen  Median,  Bd.  2,  Wen,  1906. 

Stoll:  Jour.  Amer.  Med.  Assoc,  1919, 478. 

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THE  SPECIFIC  DYNAMIC  ACTION  OF  VARIOUS  FOOD 

FACTORS 

GRAHAM  LUSK 
Professor  of  Physiology,  Cornell  University  Medical  College,  New  York  City 

I.  Introduction 311 

A.  Runner's  conception  of  the  specific  dynamic  action  of  food-stuffs 315 

B.  A  critique  of  Runner's  experiments 318 

II.  The  influence  of  carbohydrate  on  the  heat  production 320 

A.  Summary 329 

B.  Conclusion 331 

III.  The  influence  of  fat  ingestion  upon  the  heat  production 331 

A.  Summary 336 

B.  Conclusion 337 

IV.  The  influence  of  protein  upon  the  heat  production 337 

A.  Summary 350 

B.  Conclusion 352 

V.  A  theory  of  metabolism 352 

I,  INTRODUCTION 

The  appetite  controls  the  ingestion  of  food  so  that  an  average  man 
may  pass  through  decades  without  material  gain  or  loss  of  weight 
The  sense  of  appetite  must  be  an  extremely  delicate  regulator  to 
prevent  the  gain  or  loss  of  body  fat  through  the  intake  of  too  much 
or  too  little  energy  in  the  food. 

Life  depends  upon  the  continued  existence  of  the  component  cells 
of  an  organism,  and  these  cells  must  be  nourished  with  food  if  they 
are  to  survive.  Phenomena  of  life  are  phenomena  of  motion.  The 
motions  within  the  living  cells  are  maintained  at  the  expense  of 
energy  derived  from  the  oxidation  of  fragments  of  broken  down  food- 
stuffs, that  is  to  say,  of  disintegrated  particles  of  protein,  fat  and 
carbohydrate. 

The  inquiry,  therefore,  ultimately  concerns  the  utilization  of 
materials  present  in  the  fluid  bathing  the  individual  cells. 

A  broad,  clear  visioned  conception  of  the  underlying  fundamentals 
has  been  presented  by  Rubner  (33)  in  his  volume  on  the  "Nutritional 

311 


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312 


GRAHAM  LUSK 


Physiology  of  the  Yeast  Cell."  He  presents  comparative  figures 
establishing  the  Law  of  Surface  Area  and  these  may  advantageously 
be  studied. 

Calories  predmced  per  tqman 

meter  ef  body  surface 

im  24  hours  at 

15X. 

Man 1042 

Pig 1078 

Dog 1039 

Rabbit 917 

Guinea-pig 1246 

New-born  mouse 1122 

These  comparative  values  of  the  heat  production  per  square  meter 
of  surface  are  based  upon  the  general  assumption  that  the  surface  is  a 
factor  of  the  mass  following  the  formula 

Surface  -J/ Volume' 

Those  investigators,  present  or  future,  who  would  upset  the  valid- 
ity of  the  law  that  in  the  resting  mammal  the  heat  production  is 
proportional  to  the  surface  area,  should  demonstrate  the  falsity  of  the 
general  relations  exhibited  above  if  they  wish  to  establish  their  case. 

Rubner  has  carried  the  investigation  of  the  metabolism  from  the 
gross  results  obtained  in  highly  developed  mammals  to  the  metab- 
olism which  may  be  computed  as  arising  daily  from  a  square  meter 
of  cell  surface.    These  results  may  be  thus  summarized: 


WKIOHT 

CALORIES 
FEE 

KILOGRAM 

CALOBZB8 
FERBQUAEE 
METE*  CELL 

gUREACB 

CELL 
SUE*  ACE  DC 

8QUAEE 
METERS TO 
EJLOOftAM 

Hone 

450.0  kgm. 
70.0  kgm. 
1.0  gram 
0 .  000, 000, 000, 5  gram 

11.1 
30.0 

654.0 
1743.0 

0.03 

0.2 

3.69 

3.0* 

Man 

150 

New-born  mouse 

Yeast  cell  (38°) 

600 

*  Rubner  gives  this  figure  as  1.25,  which  is  apparently  an  error  in  calculation. 

The  heat  production  of  a  unit  of  mass  of  yeast  is  therefore  threefold 
that  of  a  new-born  mouse,  58  times  that  of  a  man  and  157  times  that 
of  a  horse. 

The  heat  production  per  square  meter  of  cell  surface,  however,  is 
quite  the  same  in  the  yeast  cell  and  in  the  new-born  mouse,  but  it  is 


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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS 


313 


15  times  greater  in  the  yeast  cell  than  in  man  and  is  a  hundred  times 
greater  than  in  the  horse. 

Rubner  has  further  calculated  the  quantity  of  protein  and  sugar 
absorbed  by  a  square  meter  of  cell  area  and  also  the  quantity  of 
cane-sugar  necessary  to  furnish  cells  presenting  a  square  meter  of 
surface  with  sufficient  energy  for  the  maintenance  of  life  for  14 
hours. 

These  values  may  be  thus  tabulated: 


CALORIES  PER 
SQUARE  METER 
CELL  SURFACE 

CANE-SUGAR 

EQUIVALENT 

GRAMS 

PROTEIN  K» 
MAXIMAL 

GROWTH  PER 
SQUARE  METER 
CELL  SURFACE 

Horse 

0.03 
0.2 
3.69 
3.00 

0.007 
0.05 

0.89 
8.38* 

0.002 

Man 

New-born  mouse 

0.030 

Yeast  cell 

0.948 

*  Anaerobic. 

The  yeast  cell  achieves  its  maximum  activity  in  solutions  of  cane- 
sugar  which  vary  between  2.5  to  20  per  cent  in  concentration.  Within 
these  limits  the  fermentation  process  is  independent  of  the  concen- 
tration of  the  solution.  When  the  yeast  cells  are  suspended  in  a 
solution  of  cane-sugar  having  a  strength  of  20  per  cent.,  the  quantity 
of  sugar  contained  in  a  film  0.04  mm.  thick  would  afford  a  sufficiency 
of  nourishment  for  their  support  during  twenty-four  hours.  In 
like  manner  it  may  be  calculated  that  in  man,  whose  cells  are  bathed 
in  a  liquid  containing  0.1  per  cent  of  sugar,  the  quantity  necessary 
to  support  life  for  the  period  of  one  day  would  be  contained  in  a  layer 
which,  if  spread  around  a  cell,  would  have  a  thickness  of  0.05  mm. 

If  one  continues  this  manner  of  calculation  it  may  be  estimated 
that  the  quantity  of  sugar  in  a  0.1  per  cent  solution  necessary  fully  to 
maintain  an  average  active  cell  in  the  human  body  during  a  period  of 
one  minute  would  be  present  in  a  film  1/300,000  mm.  thick  or  one 
having  approximately  1/200  of  the  diameter  of  a  red  blood  corpuscle. 
It  is  probable  that  the  entire  circuit  of  the  blood  is  accomplished  in 
between  twenty  and  thirty  seconds.  The  blood  plasma  in  man  is 
separated  from  the  tissues  by  a  capillary  wall  so  thin  that  no  compu- 
tation of  its  size  has  been  made.     The  existing  experimental  evidence 


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314  GRAHAM  LTJSK 

indicates  that  there  is  no  oxidative  disintegration  with  resultant 
heat  production  in  the  blood  itself.  The  blood  stream  is  the  trans- 
portation system  to  the  ultimate  consumers,  which  are  the  individual 
tissue  cells. 

One  can  therefore  picture  a  tissue  cell  whose  requirement  for 
maintenance  for  a  minute  may  be  held  in  a  film  of  fluid  containing 
0.1  per  cent  sugar  solution  having  the  thickness  of  1/200  the  diameter 
of  a  blood  cell,  and  that  this  fluid  may  be  replenished  through  an 
indeterminably  thin  capillary  wall  by  the  diffusion  of  materials 
such  as  sugars,  fats  and  amino-acids  passing  in  a  constant  stream, 
no  part  of  the  current  of  which  rests  in  a  given  capillary  for  a  time 
exceeding  two  seconds.  One  can  well  imagine  that  if  the  nutrient 
fluid  should  contain  food  particles  in  abundance,  the  nutritive  con- 
dition in  the  cells  might  be  modified  thereby.  In  what  way  do  these 
body  cells  react  to  an  increased  bombardment  by  glucose,  by  fat, 
by  glycocoll,  by  alanin,  by  acetic  acid  or  by  lactic  acid?  And  how 
are  the  results  obtained  to  be  interpreted? 

In  1913  Rubner  (34)  spoke  as  follows  in  the  Prussian  Academy  of 
Sciences: 

To  follow  nutrient  particles  to  the  cells,  to  measure  them  quantitatively 
and  to  vary  them  experimentally,  belongs  to  the  unsolved  problems  of 
today.  It  is  scarcely  to  be  expected  that  the  difficulties  standing  in  the 
way  will  soon  be  overcome. 

Though  the  methods  employed  be  crude  and  the  results  obtained 
be  often  merely  suggestive,  yet  it  is  these  problems  with  which  the 
present  paper  deals. 

Under  conditions  of  fasting  or  under  "post-absorptive"  conditions 
when  there  is  no  longer  any  food  in  the  intestine,  when  the  sugar 
content  of  the  blood  is  regulated  by  the  liver,  when  amino-acids 
are  produced  in  but  small  quantity,  when  fat  is  available  in  probably 
restricted  amount,  if,  under  these  conditions,  the  heat  production  of 
the  quiet,  resting  organism  be  determined,  it  will  be  found  that  a 
constant  level  of  minimal  metabolism  has  been  established.  This 
level  is  known  as  the  basal  metabolism.  Ingestion  of  the  three  classes 
of  the  food-stuffs,  whether  these  be  fats,  carbohydrates  or  proteins, 
increases  the  quantities  of  fats,  of  sugar  or  of  amino-acids  in  the 


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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS  315 

blood  and  therefore  in  the  nourishing  plasma  surrounding  the  tissue 
cells  and,  under  these  influences,  the  production  of  heat  by  an  animal 
increases,  as  may  be  measured  by  weighing  the  oxygen  absorbed  or 
by  determining  directly  the  heat  produced.  The  increase  of  heat 
production  under  these  influences  is  different  with  the  different 
kinds  of  food-stuffs  administered.  Rubner  has  defined  the  increase 
in  the  heat  production  of  the  organism  under  the  influence  of  a  food- 
stuff as  being  the  specific  dynamic  action  of  that  food-stuff.  It  is 
necessary  to  picture  the  plethora  of  the  particles  of  a  food-stuff 
reaching  the  living  cells  and  to  consider  the  reaction  of  the  cells  to 
this  changed  nutritive  environment.  In  other  words,  the  heat 
production  increases  when  there  is  a  heightened  concentration  of 
glucose  or  of  fat  or  of  certain  amino-acids  in  the  nutrient  fluid  bathing 
the  cells  of  the  organism.    What  is  the  cause? 

A.  Rubner' s  conception  of  the  specific  dynamic  action  of  food-stuffs 

One  of  the  earliest  papers  by  Rubner  (35)  is  entitled  "The  Substi- 
tution Values  of  the  Principal  Organic  Food-stuffs  in  the  Animal 
Body.'1  In  this  paper  the  constancy  of  the  fasting  metabolism  is 
noted  and  Rubner  comes  to  the  conclusion  that  when  fat,  carbo- 
hydrate or  protein  is  ingested,  each  replaces  in  the  body  metabolism 
isodynamic  equivalents  of  body  fat  or  body  protein  which  would 
otherwise  have  been  consumed  in  fasting.  In  other  words,  100 
calories  contained  in  ingested  fat  would  prevent  the  destruction  of 
100  calories  contained  in  body  fat,  or  100  calories  contained  in  sugar 
would  have  effected  the  same  result.  This  was  the  basis  of  Rubner's 
isodynamic  law.  Throughout  Rubner's  writings  one  finds  this 
conception  of  a  fundamental  basal  metabolism  attuned  to  the  minimal 
requirements  of  cell  life,  upon  which  other  forms  of  metabolic  activ- 
ity are  superimposed. 

When  at  a  later  date  he  (36)  formulated  the  doctrine  of  the  specific 
dynamic  action  of  the  individual  food-stuffs,  Rubner  held  to  the 
conception  that  the  basal  metabolism  was  not  itself  augmented  by 
the  ingestion  of  food,  but  that  it  was  supplemented  by  the  addition 
of  heat  resulting  from  the  cleavages  and  oxidations  of  minor  fragments 
produced  in  the  destruction  of  food  particles.     According  to  Rubner 


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316  GRAHAM  LUSK 

when  100  calories  are  administered  to  a  dog  in  the  form  of  sucrose 
(cane-sugar),  the  heat  production  is  increased  by  5.8  calories.  He 
illustrated  the  formation  of  this  small  quantity  of  extra  heat  by 
comparing  it  with  the  quantity  of  heat  eliminated  when  glucose  and 
fructose  are  formed  as  cleavage  products  of  sucrose.  He  believed 
that  similar  cleavages  of  ingested  fat  produced  the  extra  12.7  calories 
which  he  observed  were  liberated  in  the  body  when  100  calories  in 
fat  were  ingested.  His  conception  was  that  the  basal  metabolism 
was  satisfied  by  the  utilization  of  sugar  or  fat  radicles,  and  that  any 
heat  produced  aside  from  that  was  extra  heat  which  did  not  involve 
cellular  dynamics.  His  subsequent  discovery  that  during  the  life 
of  the  yeast  cell  the  major  part  of  the  energy  is  liberated  within  the 
yeast  cell  itself  and  a  small  part  only  is  due  to  enzymotic  fermentation 
outside  of  the  cell,  contributed  to  his  mental  picture  of  the  strictly 
dual  character  of  (1)  the  satisfaction  of  the  fundamental  energy 
requirement  and  (2)  the  production  of  extra  heat  (36a). 

When  protein  was  administered  to  a  dog  Rubner  interpreted  the 
very  great  increase  in  the  heat  production  as  being  due  to  the  fact 
that  only  a  part  of  the  protein  metabolized  could  be  used  to  furnish 
the  basal  metabolism  with  life  giving  energy,  whereas  a  goodly  portion 
of  the  fragments  of  the  amino-acids  were  oxidized  so  that  they  yielded 
free  heat  which  could  not  be  utilized  for  cellular  dynamics.  For 
example,  in  so  far  as  sugar  was  produced  from  protein  it  could  be 
used  in  the  service  of  the  maintenance  of  the  basal  metabolism. 

Rubner  (36)  furthermore  discovered  that  the  great  rise  in  protein 
metabolism  which  Lusk  had  shown  to  be  a  feature  of  the  metabolism 
in  phlorhizin  glycosuria  in  a  fasting  dog  was  accompanied  by  a  greatly 
increased  heat  production  although  no  protein  had  been  ingested. 
Rubner  calculated  the  increased  heat  production  for  every  100  calories 
of  protein  ingested  or  metabolized,  as  follows: 

Increase  in 

calorUs 

Meat  protein 30.9 

Gelatin 28.0 

Body  protein  (phlorhizin  glycosuria) 31 .9 

A  very  important  relation  brought  out  by  Rubner  is  that  when  the 
environmental  temperature  is  lowered  in  the  fasting  dog  the  heat 
production  is  thereby  increased,  but  such  an  increase  does  not  take 


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DYNAMIC  ACTION  OF  VAMOUS  FOOD  FACTORS 


317 


place  if  the  dog  has  been  given  meat  in  quantity.    The  following 
experiment  illustrates  this  point: 


XNVIRON1IXMTAL 

CAZOKXE8FZE 

TKXPESATUKX 

JOLOORAM 

7° 

None 

86.4 

30° 

None 

56.2 

7° 

81  calories  in  meat  per  kilogram  of  dog 

87.9 

30° 

81  calories  in  meat  per  kflgoram  of  dog 

83.0 

The  basal  metabolism  in  this  instance  was  56.2  calories.  On  reducing 
the  environmental  temperature  from  30°  to  7°  it  was  increased  through 
the  reflex  influence  of  cold  (the  chemical  regulation  of  temperature)  to 
86.4  calories.  On  giving  meat  the  heat  production  rose  from  56.2  to 
83.0  calories  if  the  environmental  temperature  were  30°.  But  if 
the  meat  were  given  at  an  environmental  temperature  of  7°  the  heat 
production  was  87.9  calories  or  practically  the  same  as  86.4  calories 
found  when  the  dog  was  fasting  in  the  cold.  This  experiment 
reinforced  Buhner's  doctrine  of  a  fundamental  basal  metabolism 
which  must  be  provided  with  definite  fuels.  The  condition  of  extra 
heat  requirement,  such  as  is  produced  through  the  influence  of  cold, 
could  be  supplied  not  only  from  the  body  stores  of  fat  in  fasting, 
but  also  from  those  extra  heat  producing  metabolites  of  protein 
which  are  not  directly  concerned  in  the  support  of  cell  life. 

The  theory  of  Rubner  appeared  fascinating  and  was  wholly  accepted 
by  me  in  the  first  two  editions  of  the  "Science  of  Nutrition." 

An  important  contribution  of  Rubner  to  the  subject  of  the  increased 
heat  production  after  giving  food  was  the  demonstration  that  the 
factor  of  intestinal  activity,  "Darmarbeit"  in  the  sense  of  Zuntz  (27), 
had  nothing  whatever  to  do  with  the  rise  in  heat  production  Thus 
Rubner  (36)  demonstrated  that  administration  of  bones  or  of  Liebig's 
extract  of  beef  or  of  the  quantity  of  water  contained  in  the  meat 
previously  given  to  the  dog  were  without  influence  upon  the  produc- 
tion of  heat. 

Lusk  (20)  has  shown  that  when  urea  is  given  there  is  no  increase 
in  the  heat  production  and  that  sodium  chloride  is  also  without 
influence. 

The  absence  of  "Darmarbeit"  as  a  factor  in  the  specific  dynamic 
action  of  food-stuffs  has  been  confirmed  by  others.    The  work  of 


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318  GRAHAM  LUSK 

Benedict  (6)  showed  that  cathartics  administered  to  men  caused  no 
increase  in  the  basal  metabolism.  Johansson  (17)  showed  that 
administration  of  glucose  to  a  fasting  man  or  to  a  diabetic  individual 
might  cause  no  increase  in  the  elimination  of  carbonic  acid,  because 
the  greater  quantity  of  the  glucose  in  the  first  instance  deposited  as 
glycogen,  and  in  the  second  instance  was  eliminated  unoxidized  in 
the  urine.  Lusk  (21)  has  also  shown  that  the  administration  of 
glucose  (up  to  70  grams)  or  of  fructose  to  a  dog  rendered  diabetic  by 
phlorizin  does  not  increase  the  heat  production  of  the  animal.  The 
extra  heat  production  after  giving  sugar  is  therefore  due  neither  to 
the  absorption  of  the  material  nor  can  it  be  due  to  extraordinary 
kidney  activity.  Since  the  cells  of  the  body  are  readily  permeable 
to  glucose  and  since  glucose  must  diffuse  into  them  after  its  admin- 
istration in  phlorizin  glycosuria,  it  is  evident  that  the  phenomenon 
of  osmosis  does  not  contribute  an  increase  in  the  heat  production. 
This  is  reinforced  by  the  fact  already  stated  that  the  administration 
of  a  solution  of  common  salt  is  without  effect  upon  metabolism. 

The  conclusion  is  therefore  warranted  that  an  increased  metab- 
olism is  due  to  the  interrelation  between  the  food-stuffs  brought  by 
the  blood  stream  and  the  metabolizing  cells  themselves. 

B.  A  critique  of  Rubner's  experiments 


j> 


The  third  edition  of  Zuntz  and  Loewy*s  'Tehrbuch  der  Physiologie1 
(1920)  contains  an  article  written  by  Zuntz  on  "Stoff  und  Kraft- 
wechsel"  which  must  have  been  revised  just  before  he  died.  In 
this  he  writes: 

It  follows  from  the  comprehensive  experiments  of  Mangus-Levy  (25) 
that  the  rise  in  metabolism  after  the  ingestion  of  fat  is  about  2.5  per  cent 
of  the  calorie  content  of  the  same;  about  9  per  cent  after  giving  starch; 
about  17  per  cent  after  giving  protein. 

Rubner  found  similar  values. 

However,  Rubner's  values  were  quite  different 

ptrctnt 

After  cane-sugar 5.6 

After  fat 12.9 

Afterprotein 30.0 


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DYNAMIC  ACTION  OP  VARIOUS  FOOD  FACTORS  319 

Rubner's  work  was  based  upon  metabolism  experiments  which 
continued  for  twenty-four  hours  and  therefore  the  finer  transitions 
which  can  be  measured  from  hour  to  hour  were  not  observed.  No 
record  was  kept  of  the  bodily  movements  of  the  dog  within  the  box, 
and  in  the  course  of  twenty-four  hours  this  might,  under  certain 
circumstances,  have  become  an  important  factor.  Furthermore, 
in  Rubner's  experiments  30,  31  and  32  in  which  he  fed  to  the  dog  a 
given  quantity  of  meat,  the  metabolism  rose  21.8  calories  per  kilo- 
gram of  body  weight  and  in  experiments  37  and  38  the  same  quantity 
of  meat  ingested  caused  it  to  rise  only  16.3  calories.  These  two 
figures  were  averaged  in  the  computation  of  Rubner's  results.  Another 
element  open  to  criticism  has  been  set  forth  on  another  occasion. 
Rubner  (36)  himself  showed  that  when  protein  is  added  to  the  body 
it  exerts  no  specific  dynamic  action  and  this  has  been  beautifully 
confirmed  in  my  laboratory  by  Hoobler  (16)  after  he  administered 
"Eiweissmilch"  to  a  baby.  Rubner  based  his  calculations  of  the 
percentage  quantity  of  extra  heat  production  upon  the  calories 
contained  in  the  meat  ingested,  although  it  would  appear  that  the 
controlling  factor  is  in  reality  dependent  wholly  upon  the  quantity 
of  extra  protein  metabolism  over  and  above  that  which  occurs  in 
fasting. 

If  I  take  the  values  found  in  my  laboratory  and  calculate  them 
according  to  Rubner  I  find  the  following  figures: 

100  calories  ingested  as  protein  of  meat  increase  heat  production  30.0  calories  (43) 
100  calories  ingested  as  fat  increase  heat  production  4.1  calories  (28) 
100  calories  ingested  as  glucose  increase  heat  production  4.9  calories  (20) 

If,  however,  the  intensity  of  the  specific  dynamic  action  be  measured 
by  subtracting  the  calories  of  protein  of  the  basal  metabolism  from 
those  of  the  hours  after  giving  meat,  and  determining  what  relation 
these  extra  calories  of  protein  metabolism  bear  to  the  total  increase 
in  calories  for  the  hour,  one  finds  the  following  relations  (43) : 

Every  extra  100  calories  of  protein 
wutaboliud  increases  ike  heat 
Food  production  in  calories 

1200  grams  meat 45 

700  grams  meat 48 

This  calculation  merely  assumes  that  the  portion  of  ingested  protein 
which  is  not  metabolized  but  which  replaces  the  "wear  and  tear" 


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520  GRAHAM  LUSK 

quota  of  the  basal  protein  metabolism  contributes  no  part  to  the 
"specific  dynamic  action"  of  protein.  One  must  conclude,  therefore, 
that  about  one-half  of  the  calories  of  the  extra  metabolized  protein 
contributes  to  increasing  the  heat  production  of  the  body.  Since 
Lusk  has  shown  that  51  per  cent  of  the  calories  of  meat  protein  may 
pass  through  a  glucose  stage,  this  calculation  would  of  itself  be  a  most 
perfect  demonstration  of  Rubner's  contention  that  the  glucose 
obtained  from  protein  may  be  used  for  the  support  of  the  basal 
metabolism,  whereas  the  other  fragments  burn,  liberating  pure  heat. 
Rubner's  observation  that  the  elevation  of  the  level  of  metabolism 
was  proportional  to  the  quantity  of  meat  given,  is  confirmed.  The 
regularity  of  the  appearance  of  a  definite  proportion  of  extra  heat 
certainly  gives  intellectual  foundation  to  the  theory  of  Rubner  that  a 
part  of  the  calories  latent  in  protein  always  follows  a  given  course. 

As  regards  the  interpretation  given  by  Rubner  of  the  extra  calories 
formed  by  cleavage  after  the  ingestion  of  fat,  the  suggestion  is  less 
dear,  for  in  fasting  the  body  lives  principally  upon  its  own  body  fat 
though  at  a  lower  level  of  metabolism  than  prevails  after  fat  ingestion. 
Ingested  glucose  also  causes  a  specific  dynamic  action,  though  glucose 
is  always  present  in  the  blood  and  available  for  the  production  of 
cellular  energy. 

Recent  experiments  in  my  laboratory  conducted  with  modern 
methods  have  traced  the  metabolism  process  in  hourly  periods  and 
have  confirmed  and  extended  many  of  the  early  and  often  neglected 
experiments  of  Magnus-Levy  published  in  1894.  It  has  been  our 
experience  that  the  experimental  work  of  both  Rubner  and  Magnus- 
Levy  is  accurate,  but  in  the  light  of  newer  facts  other  interpre- 
tations follow. 

In  the  account  hereafter  given  the  experimental  evidence  is  based 
largely  upon  the  author's  own  experience.  The  historical  background 
has  been  presented  above  and  more  fully  in  the  "Elements  of  the 
Science  of  Nutrition." 

H.  THE  INFLUENCE  OF  CARBOHYDRATE  ON  THE  HEAT  PRODUCTION 

It  is  nearly  forty  years  since  Carl  Voit  (41)  with  prophetic  insight 
wrote  as  follows: 


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DYNAMIC  ACTION  Or  VARIOUS  FOOD  FACTORS  321 

The  mass  and  capacity  (LeistungsftLhigkcit)  of  the  metabolising  cells, 
on  the  one  hand,  and  the  quality  and  quantity  of  the  food  materials  brought 
to  them,  on  the  other,  determines  the  height  of  metabolism;  however,  the 
cells  can  only  be  active  within  certain  given  limits  beyond  which  an  addi- 
tional food  supply  can  no  longer  be  destroyed. 

The  principal  changes  in  metabolism  are  induced  by  the  differences  in 
the  quality  and  quantity  of  the  materials  used  by  the  cells  as  brought  to 
them  in  the  circulating  blood.  The  quantity  of  protein  brought  in  the 
blood  stream  is  the  especially  influential  factor,  but  the  non-nitrogenous 
substances  are  also  concerned. 

These  words  of  Voit  were  penned  before  it  was  conceived  that  the 
protein  molecule  is  a  mass  of  amino-acids  bound  together.  Further- 
more, he  wrote 

The  requirement  for  energy  cannot  possibly  be  the  cause  of  metabolism 
any  more  than  the  requirement  for  gold  will  put  it  into  one's  pocket.  How- 
ever, the  production  of  energy  has  a  very  definite  upper  limit  which  is  af- 
forded by  the  ability  of  the  cells  to  metabolize  (42). 

When  glucose  is  given  to  a  dog  it  is  rapidly  absorbed.  Fisher  and 
Wishart  (13)  found  that  after  the  administration  of  50  grams  of  the 
substance  in  150  cc.  of  water  the  material  was  nearly  all  absorbed 
within  the  first  three  hours  and  completely  so  during  the  fourth 
hour.  During  this  last  hour  two  things  happen — a  large  volume  of 
urine  (100  cc.)  is  eliminated  and  glycogen  in  increased  quantity  is 
deposited  in  the  liver.  During  the  second,  third  and  fourth  hours 
the  metabolism  rises  about  20  per  cent  but  falls  to  the  basal  level 
during  the  fifth  hour.  It  is  found  that  the  level  of  blood  sugar  rises 
during  the  first  hour  but,  though  it  returns  to  normal  thereafter, 
there  is  a  dilution  of  the  blood,  as  indicated  by  a  reduced  percentage 
of  hemoglobin.  The  greater  volume  of  more  dilute  blood  therefore 
carries  a  greater  largesse  of  blood  sugar  to  the  cells  than  before.  The 
respiratory  quotient  during  the  third,  fourth  and  fifth  hours  is  unity, 
indicating  that  the  source  of  energy  for  the  living  cells  is  glucose. 
With  the  cessation  of  absorption  the  liver  assumes  control  of  the 
distribution  of  sugar  molecules  in  the  blood  stream,  the  respiratory 
quotient  falls,  indicating  a  resumption  of  the  oxidation  of  fat  as  well 
as  sugar  by  the  cells  and  the  metabolism  returns  to  the  basal  level. 


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322 


GRAHAM  LUSK 


These  factors  have  led  me  to  define  this  form  of  metabolism  as  the 
metabolism  of  plethora.  Voit  stated  that  an  increase  in  metabolism 
was  dependent  on  the  flow  of  metabolizable  material  to  the  cells. 
And  he  also  stated  that  the  intensity  of  the  metabolism  has  a  well 
defined  upper  limit  beyond  which  it  was  uninfluenced  by  additional 
excess  of  nourishing  materials.  This  has  been  substantiated  in  the 
following  experiments  (20). 


DogXVm 
DogH.... 
DogI 


GLUCOSE 
INOESTXD 

MXTABOUSM  IN 
SECOND  HOUR 

grams 

percent 

8 

0 

20 

15 

50 

20 

75 

20 

103 

20 

0.91 

1.08 
0.98 
1.05 

1.02 


When  8  grams  of  glucose  were  given  the  material  caused  only  a 
slight  increase  in  the  respiratory  quotient  and  there  was  evidently 
no  such  overwhelming  of  the  body  cells  with  an  excess  of  sugar 
molecules  as  to  cause  their  utilization  to  the  exclusion  of  fat.  In  the 
other  cases,  however,  the  sugar  was  given  in  sufficient  quantity  to 
cause  respiratory  quotients  near  to  unity  or  over,  which  demon- 
strates the  exclusive  combustion  of  carbohydrate  instead  of  fat. 
When  50,  75  or  100  grams  of  glucose  were  given  the  same  height  of 
metabolism  was  always  attained.  This  confirms  Voit  and  also  is  in 
line  with  Rubner's  discovery  (see  p.  313)  that  within  wide  limits  the 
intensity  of  the  metabolism  of  yeast  cells  is  independent  of  the  con- 
centration of  the  sugar  solution  in  which  they  are  living. 

It  should  be  remembered  that  all  sugars  diffuse  with  great  rapidity 
throughout  the  body.  Thus,  if  lactose,  which  can  not  be  oxidized 
in  the  body,  be  introduced  intravenously  into  a  dog,  it  is  found  that 
within  half  an  hour  75  per  cent  of  the  injected  material  has  diffused 
into  the  tissues  (40).  But  it  is  not  this  movement  of  sugar  molecules 
but  their  oxidation  which  is  the  cause  of  the  specific  dynamic  action 
of  carbohydrate,  for  it  has  been  shown  (21)  that  when  70  grams  of 
glucose  are  given  to  a  dog  rendered  diabetic  with  phlorhizin,  the 


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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS 


323 


respiratory  quotient  may  remain  at  0.72  instead  of  rising  to  1.00, 
the  urinary  sugar  may  rise  from  1.5  to  7.9  grams  per  hour,  and  yet 
with  all  this  movement  of  sugar  molecules  within  the  diabetic  organism 
the  heat  production  of  the  dog  remains  unchanged. 

Johansson  (17)  has  shown  that  when  glucose  is  given  to  a  man 
after  prolonged  fasting  the  carbonic  acid  elimination  is  not  increased 
through  a  deposition  of  glycogen  in  the  body.  This  experiment 
demonstrates  that  when  glycogen  is  deposited  in  the  organism  there 
is  no  appreciable  increase  in  the  heat  production. 

In  another  series  of  experiments  the  differentiation  in  the  behavior 
of  various  carbohydrates  has  been  investigated.  The  results  obtained 
are  set  forth  in  the  following  table: 

The  relative  influence  of  50  grams  of  glucose,  fructose,  sucrose,  galactose  and  lactose  upon 

metabolism 


Glucose,  50  grams . 
Glucose,  70  grams . 
Fructose,  50  grams, 
Sucrose,  50  grams . 
Galactose  50  grams 
Lactose  50  grams . . 


I  2,  3  AMD  4 
EASBOVKE 
BASAL  VmCEMT 

30 
35 
37 
34 
22 
3 


In  this  dog  it  is  apparent  that  milk  sugar  was  not  utilized,  probably 
because  of  the  absence  of  lactase  from  the  dog's  intestine.  It  was 
also  noted  that  galactose  caused  a  lesser  rise  in  metabolism  than  did 
either  glucose  or  fructose,  and  the  respiratory  quotient  shows  this 
sugar  to  be  less  readily  oxidized  than  are  glucose  and  fructose.  Of 
the  latter  two,  fructose  has  a  slightly  greater  power  to  increase  metab- 
olism than  is  possessed  by  the  same  amount  of  glucose.  This  attribute 
of  fructose  may  lie  in  the  fact  that  it  must  be  transformed  into  smaller 
molecules  before  it  can  be  converted  into  glucose  and  laid  down  as 
glycogen,  whereas  ingested  glucose  may  be  directly  removed  from  the 
body  fluids  and  be  converted  into  glycogen.  The  formula  for  the 
conversion  of  fructose  into  glucose  may  thus  be  written: 


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324 


GSAHAM  LUSK 

CH,OH 

1 

CHO 

1 

CHO 

1 

1 
CO 

1 

HOCH 

1 
HCOH 

1 

-  H,  0        COH 

II 
CH, 

►        CHO 

+  H,  0 

1 
HCOH 

1 
HOCH 

1 
HCOH 

I 

1 
HCOH 

1 
CH,OH 

1 
-  H,  0        COH 

II 
CH, 

+  H.O 

1 
HCOH 

1 
CH,  OH 

d-fructose 

methyl  glyoxal 

d-glucose 

That  methyl  glyoxal  is  an  important  intermediary  product  of 
carbohydrate  metabolism  has  been  especially  emphasized  by  Dakin 
(10)  who  finds  that  tissue  rapidly  converts  it  into  lactic  acid  in  vitro, 
and  that  it  is  converted  into  glucose  and  eliminated  in  the  urine 
when  given  to  a  phlorhizinized  dog. 

If  one  looks  further  into  the  subject  of  the  intermediary  metabolism 
of  carbohydrate  it  appears  that,  although  methyl  glyoxal  may  be 
readily  converted  into  lactic  acid  according  to  the  following  formula, 


CHO        O 

I 

COH     +  H 

II 

CH,  H 

Methyl  glyoxal 


COOH 

I 
►      CHOH 

I 
CH, 

d-lactic  add 


yet,  Levene  (19)  has  shown  that  neither  tissue  nor  leucocytes  will 
oxidize  lactic  acid  further. 

It  was  originally  suggested  to  Magnus-Levy  (26)  by  Spiro  that 
acetaldehyde  might  be  an  intermediary  product  of  lactic  add  metabo- 
lism. If  methyl  glyoxal  underwent  this  transformation  the  formula 
would  read  as  follows: 

CHO  HO  HCOOH  +  O -*  C  Q,  +  H,  O 

|  Formic  acid 

COH     +  ->      CHO 

II  I 

CH,  H  CH, 

Methyl  glyoxal  Acetaldehyde 


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DYNAMIC  ACTION  OF  VARIOUS  POOD  FACTORS  325 

Spiro  propounded  this  pathway  of  sugar  destruction  as  a  possible 
explanation  of  the  synthetic  construction  of  fat  from  carbohydrate, 
which,  written  in  its  simplest  form,  would  present  the  following 
chemical  changes: 

C  Hf  C  Hi  C  Hf 

I  I  I 

CHO  CHOH     H,  CH,       +  H,  O 

-I  +     -       I 

C  Hf  C  Ht  C  Hj 

.1  r  i 

CHO  CHO  O  COOH 

Acetaldehyde  Aldol  Butyric  add 

Stepp  (40a)  finds  that  after  the  ingestion  of  a  large  quantity  of 
carbohydrate  the  results  obtained  on  analysis  of  blood  serum  for 
sugar  by  the  optical  and  the  reduction  method  do  not  agree  and  offers 
this  as  evidence  that  acetaldehyde  radicles  are  present  in  the  blood 
under  these  circumstances. 

It  is  interesting  to  note  at  this  point  that,  whereas  acetaldehyde 
is  convertible  into  glucose  in  the  phlorhizinized  dog,1  as  shown  by 
Ringer  (31),  yet  if  it  be  oxidized  to  acetic  add  (32)  or  reduced  to  ethyl 
alcohol  (IS)  or  by  hydrolysis  be  converted  into  butyric  add  (30),  it 
is  then  no  longer  convertible  into  glucose. 

Ringer  (31)  believes  that  acetaldehyde  is  the  main  antiketogenic 
substance  derived  from  carbohydrate  metabolism,  and  that  it  reacts 
with  /3-hydroxybutyric  add  to  form  a  substance  containing  six  carbon 
atoms  three  of  which  are  convertible  into  glucose. 

It  has  been  shown  that  when  alcohol  (21)  or  acetic  add  (unpub- 
lished, see  p.  335)  are  given  with  glucose  to  a  dog  the  heat  production 
rises  above  the  level  manifested  when  glucose  alone  is  given  by  the 
addition  of  that  increment  of  heat  which  dther  ethyl  alcohol  or  acetic 
add,  when  given  alone,  would  have  induced.  Therefore,  it  seems 
that  these  two  substances  must  be  affinities  of  their  own  in  the  heat 
augmentation  process  which  are  not  affected  by  the  deavage  products 
of  glucose.  If  one  conceives  a  deavage  of  carbohydrate  with  the 
production  of  acetaldehyde  molecule,  one  must  consider  it  probable 

1  My  colleague,  Stanley  R.  Benedict,  has  found  the  conversion  of  acetaldehyde,  to  be 
complete  in  the  phlorhizinized  dog  (Unpublished;  quoted  by  permission). 


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326  GRAHAM  LUSK 

that  there  is  a  limit  beyond  which  its  oxidation  through  acetic  acid 
is  not  effected. 

Still  other  unpublished  experiments  show  that,  although  lactic 
acid  ingested  alone  may  increase  the  heat  production,  yet  when 
given  with  glucose  there  is  no  augmentation  above  that  which  glucose 
alone  produces.  This  is  because  its  metabolites  are  of  the  same  order 
as  those  of  glucose. 

The  picture  that  presents  itself,  therefore,  is  that  a  glucose  molecule 
carried  by  the  blood  stream  rapidly  diffuses  into  the  cells,  that  it 
may  be  broken  in  two  within  the  cells  into  methyl  glyoxaTmolecules, 
thereby  increasing  the  number  of  metabolizable  compounds  and  also 
their  chemical  lability.  The  next  step  might  be  the  conversion  of 
methyl  glyoxal  into  formic  acid,  which  might  at  once  be  oxidized, 
and  into  acetaldehyde,  which  when  present  in  excess  of  the  require- 
ment of  energy  for  the  cell  might  react  with  formic  acid  and  be 
condensed  into  fat.  Its  oxidative  pathway  through  transformation 
into  acetic  acid  would  then  be  inhibited. 

Remembering  these  possibilities,  one  can  consider  the  bearing 
of  certain  experimental  results  upon  the  interpretation  of  the  cause 
of  the  specific  dynamic  action  of  carbohydrates.  For  one  may 
explain  the  slightly  greater  increase  in  the  metabolism  of  the  dog 
after  giving  fructose  than  after  giving  glucose  by  imagining  that  the 
whole  mass  of  the  ingested  fructose  becomes  available  for  the  main- 
tenance of  cell  activity  because  it  must,  perforce,  pass  through  the 
methylglyoxal  stage,  whereas  glucose  itself  could  have  been  laid 
down  directly  as  liver  glycogen  and  thereby  could  have  reached  the 
blood  stream  and  the  tissue  cells  in  lesser  concentration  than  fructose 
would  have  done. 

If  carbohydrate  be  given  in  considerable  quantity  at  a  time  when 
the  glycogen  reservoirs  are  filled  and  the  body  cells  have  reached 
their  optimum  of  carbohydrate  destruction,  then  carbohydrate  is 
converted  into  fat.  Such  fat  production  may  be  illustrated  by  the 
following  formulae: 

CeHuOt  +  Qt  -  CH,(CHi)t  COOH  +  2CO,  +  2H,0 
Glucose  Butyric  acid 

»  40^1,0.  +  Oi  -  CH,(CH,)14  COOH  +  8C0,  +  8H,0 

Glucose  Palmitic  acid 


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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS 


327 


The  respiratory  quotient  when  palmitic  acid  is  formed  from  glucose 
would  be  8.0.  Bleibtreu  (7)  took  into  consideration  the  production 
of  the  glycerin  and  fatty  acid  content  of  animal  fat  and  wrote  the 
formula: 

270.6  grams  glucose  «  100  grams  fat  +  115.45  grams  CO»  +  54.6  grams  H,0 
997.2  calories  -  950  calories 

I  have  added  the  caloric  values  and  have  estimated  that  4.7  per 
cent  of  the  original  heat  content  of  the  glucose  was  lost  in  its  chemical 
transformation  into  fat.  From  this  it  may  be  estimated  that  for 
every  liter  of  carbon  dioxide  eliminated  0.80  calories  are  produced. 
Similar  calculations  were  made  by  Magnus-Levy  (25)  in  1894,  who 
used  a  formula  written  by  Hanriot  (14).  He  concluded  that  there 
was  very  little  extra  heat  production  when  either  carbohydrate  or 
protein  was  converted  into  fat  That  this  was  a  true  conclusion  was 
proved  by  Lusk  (21)  from  experiments  in  which  he  gave  70  grams 
of  glucose  to  a  dog.  In  one  of  the  experiments  (no.  91)  the  results 
may  thus  be  calculated: 


Indirect  calorimetry 

Indirect  calorimetry  (corrected) . . . 

Direct  calorimetry 

Respiratory  quotient  (non-protein) 


2 

3 

4 

A113 

24.52 

24.91 

24.81 

74.41 

24.78 

25.38 

25.49 

75.65 

25.31 

25.63 

25.12 

76.06 

1.08 

1.14 

1.16 

It  is  evident  that  the  correction  of  the  heat  production  on  account 
of  the  transformation  of  carbohydrate  into  fat  introduces  only  a 
slight  element  of  increase  in  the  sum  total  of  heat  produced.  That 
the  calculation  is  sound  is  confirmed  by  the  agreement  between 
the  calculations  thus  made  and  the  heat  as  determined  by  direct 
calorimetry. 

In  the  above  experiment  1.73  liters  of  extra  CO2  were  expired  by 
the  dog  as  the  result  of  converting  8.1  grams  of  glucose  into  3  grams 
of  fat.  In  another  experiment  (no.  90)  the  production  of  fat  from 
sugar  was  only  half  the  above  quantity,  though  the  metabolism  was 
practically  at  the  same  level,  75.30  calories  in  three  hours. 


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GRAHAM  LUSK 


It  is  therefore  evident  that  if  the  level  of  optimum  metabolism  is 
reached,  the  process  of  conversion  of  carbohydrate  into  fat  involves 
the  cells  of  the  organism  in  virtually  no  additional  heat  production. 

It  has  been  suggested  that  acid  radicles  are  the  cause  of  the  increase 
in  heat  production;  that  they  stimulate  the  cells  after  carbohydrate 
ingestion.  However,  it  was  first  shown  in  my  laboratory  by  A.  L. 
Meyer  that  the  CO*  combining  power  of  the  blood  plasma  was 
unchanged  after  giving  glucose  in  large  quantity,  and  repeated 
experiments  have  recently  confirmed  this  observation.  Moreover,  it 
has  also  been  discovered  that  after  giving  hydrochloric  acid  sufficient 
to  reduce  the  CQt  combining  power  of  the  blood  plasma  from  54  to 
48  volumes  per  cent  of  CQt  in  the  blood  plasma,  the  metabolism  is 
only  very  slightly  increased  and  not  at  all  to  such  an  extent  as  is 
effected  by  glucose  ingestion.  It  has  also  been  suggested  that  when 
fructose  is  given  to  a  diabetic  the  heat  production  is  increased  through 
the  stimulating  effect  of  acid  intermediate  products  (5).  However, 
Lusk  (21)  found  no  increase  in  the  heat  production  of  a  phlorhizinized 
dog  after  giving  10  grams  of  fructose  which  was  largely  converted 
into  glucose  and  eliminated  in  the  urine.  The  intermediary  metab- 
olite, probably  methylglyoxal,  exerts,  therefore,  no  stimulating  effect 
upon  the  heat  production.  This  result  has  been  confirmed  by  Falta 
(12)  in  experiments  on  man. 

Another  experiment  (2)  of  especial  significance  is,  that  when  70 
grams  of  glucose  are  given  to  a  dog  and  the  dog  forced  to  run  at  a  rate 
of  4800  meters  per  hour  (3  miles),  the  heat  production  of  the  animal 
is  slightly  less  than  when  the  animal  runs  in  the  morning  without 
food  (see  p.  336).  Even  on  the  thirteenth  day  of  fasting  the  cost 
of  energy  in  the  dog  for  the  movement  of  1  kgm.  of  his  body  weight 
one  meter  is  the  same  as  when  the  animal  is  well  nourished.  This 
may  be  expressed  thus: 


Running  morning  without  food , 
Running  after  70  grams  glucose 
Running  13th  day  of  fasting . . . 


woum 

KILOGRAMS  TO 
MOVE  1  KGM. 

IK. 

E.Q. 

0.578 
0.555 
0.584 

0.79 
0.92 
0.73 

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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS        329 

The  respiratory  quotient  did  not  reach  unity  when  the  dog  ran 
after  glucose  ingestion.  It  is  probable  that  glucose  reaching  the 
cells  was  immediately  utilized  for  the  work  of  the  movement  and 
that  there  was  no  surplus  of  metabolizable  particles  to  raise  the 
metabolism  of  the  cells.  Certainly,  no  intermediate  metabolites  of 
glucose  exercised  a  specific  dynamic  effect  to  lift  the  cellular  metab- 
olism to  a  higher  level  upon  which  the  metabolism  necessary  for 
muscular  effort  had  to  be  superimposed. 

A.  Summary 

1 .  When  50  grams  of  glucose  are  given  to  a  dog  it  is  rapidly  absorbed 
and  glucose  molecules  are  furnished  to  the  body  cells  in  increased 
number. 

2.  All  sugars  diffuse  into  the  body  cells  with  great  rapidity. 

3.  Increased  movement  of  unoxidized  glucose  molecules  in  diabetes 
is  without  influence  upon  the  heat  production. 

4.  The  deposition  of  glycogen  does  not  increase  the  heat  poduction. 

5.  If  SO,  75  or  100  grams  of  glucose  be  given  to  a  dog  it  is  possible 
to  increase  the  heat  production  by  20  per  cent  above  the  basal  metab- 
olism during  the  hours  of  glucose  absorption,  but  increasing  the 
quantity  of  glucose  ingested  does  not  increase  the  level  of  metabolism, 
which  may  therefore  be  described  as  the  optimum  level  of  glucose 
metabolism. 

6.  Another  dog,  whose  metabolism  had  been  raised  30  per  cent 
above  the  basal  level  after  giving  50  grams  of  glucose,  suffered  an 
increase  of  35  per  cent  after  receiving  70  grams  of  glucose  and  one  of 
37  per  cent  after  taking  50  grams  of  fructose.  It  is  suggested  that, 
whereas  part  of  the  50  grams  of  glucose  could  have  been  laid  down 
as  glycogen  and  removed  from  the  circulation,  all  of  the  fructose 
must  first  break  up  into  methyl  glyoxal  radicles,  thereby  increasing 
the  mass  of  these  readily  oxidizable  metabolites. 

7.  If  carbohydrate  be  given  in  excess  it  may  be  converted  into  fat, 
but  this  process  transpires  with  only  a  slight  energy  loss  and  does  not 
appreciably  increase  the  total  cellular  heat  production  which  the 
already  reached  its  maximum. 


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330  GRAHAM  LUSK 

8.  When  lactic  acid  is  given  with  glucose  the  total  metabolism 
is  not  appreciably  affected,  for  lactic  acid  is  directly  derivable  from 
glucose  and  may  satisfy  the  cellular  affinities  for  this  material. 

9.  When  acetic  acid  or  ethyl  alcohol  is  given  with  glucose  there  is 
a  summation  of  effect,  the  metabolism  being  raised  by  the  sum  of  the 
increases  which  each  substance  given  alone  would  induce.  Possibly 
acetic  acid  and  alcohol  are  not  metabolites  of  glucose.  If  acetal- 
dehyde  be  a  normal  product  of  glucose  metabolism,  one  must  conclude 
that  there  is  a  limit  beyond  which  its  oxidation  through  acetic  acid 
is  not  effected. 

10.  Ingestion  of  glucose  in  large  quantity  does  not  reduce  the  COt 
combining  power  of  the  blood  and  hence  one  can  infer  that  acid  metab- 
olites are  not  causative  of  the  increased  heat  production. 

11.  When  carbohydrate  is  converted  into  fat  there  is  a  largely 
increased  elimination  of  CO*  without  concomitant  increase  in  the 
metabolism.  Therefore  an  increase  in  CO*  production  can  not  be  a 
stimulus  to  increased  heat  production. 

12.  The  transmutation  of  fructose  into  glucose,  presumably  through 
methyl  glyoxal,  does  not  increase  the  metabolism  in  the  dog  made 
diabetic  with  phlorhizin.  The  mere  presence  of  unoxidixed  inter- 
mediary fragments  of  fructose  is  therefore  without  influence  upon 
metabolism. 

13.  Though  there  is  a  reduction  of  the  CO*  combining  power  of 
the  blood  plasma  after  the  ingestion  of  hydrochloric  acid,  it  has  a 
very  slight  effect  upon  metabolism  in  comparison  with  that  induced 
by  the  administration  of  glucose. 

14.  When  a  dog  is  caused  to  run  at  a  rate  of  4800  meters  or  3  miles 
per  hour,  the  additional  energy  production  for  the  unit  of  work  is 
slightly  more  without  food  than  when  70  grams  of  glucose  are  given. 
The  influx  of  glucose  molecules  is  immediately  used  in  the  production 
of  work.  There  is  no  excess  of  metabolites  with  which  to  raise  the 
metabolism  to  a  higher  level  and  the  intermediary  metabolites  of 
glucose,  though  formed  in  largely  increased  measure,  exert  no  specific 
power  to  raise  the  level  of  that  basic  metabolism  upon  which  the 
definite  quota  of  energy  necessary  to  accomplish  work  is  superimposed. 


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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS  331 

B.  Conclusion 

One  can  not  escape  the  conclusion  that  in  the  presence  of  an 
abundant  quantity  of  oxidizable  fragments  of  carbohydrate  metab- 
olism the  heat  production  is  raised  to  a  higher  level.  Definite  affin- 
ities for  carbohydrate  consumption  are  satisfied  which  are  not  involved 
when  the  extra  supply  of  glucose  is  being  continually  depleted  under 
the  influence  of  work  or  is  reduced,  as  in  fasting,  when  the  blood 
stream  is  under  the  regulatory  control  of  the  liver.  The  production 
of  increased  heat  after  carbohydrate  ingestion  may  be  termed  the 
metabolism  of  carbohydrate  plethora. 

m.  THE  INFLUENCE  OF  FAT  INGESTION  UPON  THE  HEAT  PRODUCTION 

In  the  experiments  of  Magnus-Levy  already  cited  glucose  was 
given  to  a  dog  at  the  same  time  as  lard  and  therefore  the  results 
obtained  are  not  technically  above  reproach. 

Murlin  and  Lusk  (28)  made  a  study  of  the  behavior  of  the  metab- 
olism of  a  dog  after  administering  an  emulsion  of  fat  and  noted  also 
the  influence  upon  the  metabolism  when  fat  and  glucose  were  admin- 
istered together.    The  results  obtained  are  shown  in  charts  T  and  II. 

It  appears  that  when  fat  alone  is  administered  the  heat  production 
gradually  rises  until  about  the  sixth  hour  when  it  reaches  its  maximum 
and  then  gradually  falls  until  the  twelfth  hour  when  the  basal  level 
is  regained.  The  maximum  level  of  metabolism  is  30  per  cent  above 
the  basal  level.  The  work  of  Bloor  (8)  has  shown  that  after  giving 
fat  to  a  dog  there  is  a  gradual  rise  in  the  fat  content  of  the  blood,  the 
maximum  being  attained  in  the  sixth  hour,  after  which  there  is  a 
fall.  Here,  then,  as  in  the  case  of  glucose  ingestion  the  metabolism 
is  influenced  by  the  mass  of  metabolites  reaching  the  cells. 

The  respiratory  quotients  after  giving  fat  were  always  lower  than 
the  general  average  of  such  quotients  found  in  the  determinations  of 
the  basal  metabolism  with  which  they  were  compared.  It  was  calcu- 
lated that  all  the  extra  heat  produced  was  at  the  expense  of  an  added 
increment  of  oxidized  fat. 

When  the  fat  emulsion  containing  75  grams  of  fat  was  given  together 
with  a  solution  of  70  grams  of  glucose  there  was  a  primary  increase 
in  the  metabolism  due  to  the  combustion  of  glucose,  as  indicated 


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332  GRAHAM  LUSK 

by  high  respiratory  quotients,  and  this  state  was  followed  by  a  con- 
tinuance of  the  high  level  of  metabolism  with  a  fall  in  the  respiratory 


Chart  I.  The  Effect  of  Fat,  of  Glucose,  and  of  Glucose  Plus  Fat  upon  the  Heat 

Production  (28) 

quotients  due  to  the  subsequent  absorption  and  combustion  of  fat. 
This  is  the  reason  why  a  mixed  diet  of  fat  and  carbohydrate  is  satis- 
fying for  a  longer  period  than  when  carbohydrate  alone  is  taken. 


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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS 


333 


The  glucose  is  given  four  hours  after  the  ingestion  of  fat,  so  that 
the  maximum  effect  of  glucose  falls  at  the  same  time  as  the  maximum 


DQfi    II 

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Chart  II.  The  Effect  of  Fat  and  of  Glucose  Plus  Fat  upon  the  Heat 
Production  (28) 

effect  of  fat,  the  resulting  increase  in  the  heat  production  is  equal  to 
the  sum  of  the  increases  which  each  substance  given  alone  would 
have  induced.    This  appears  as  follows: 


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334 


GRAHAM  LUSK 


Basal 

Fat,  75  grams 

Glucose,  70  grams 

Glucose  70  grams,  four  hours  after  fat,  75  grams. 


E.Q. 


0.85 
0.80 
1.00 
0.93 


21.5 
25.0 
28.6 
32.3 


DICftXASB  ABOVE 
NOUCAL 


Calories      Per  cent 


3.5 

7.1 

10.8 


16 
33 
50 


It  is  evident  that  when  carbohydrate  is  given  at  the  height  of  fat 
ingestion,  the  respiratory  quotient  is  lower  than  unity  and  betokens 
the  coincident  oxidation  of  fat  and  carbohydrate  Therefore  when 
these  two  materials  are  transmitted  through  the  blood  stream  together 
there  is  a  direct  summation  of  effect.  Since  the  metabolism  of 
glucose  is  at  a  maximum  when  70  grams  are  given,  it  follows  that  for 
the  utilization  of  fat  an  entirely  different  mechanism  is  invoked. 
There  must  be  definite  individual  affinities  within  the  cell  which 
utilize  fat  metabolites  when  transported  to  them  in  the  blood  stream. 

A  question  of  some  difficulty  arises  at  this  point.  Why  should 
not  the  fat  formed  synthetically  after  glucose  ingestion  be  immedi- 
ately oxidized  as  is  ingested  fat  when  given  with  glucose?  One  can 
explain  this  only  on  the  assumption  that  the  synthesis  of  fat  from 
carbohydrate  is  limited  to  a  restricted  area  or  locality  of  body  tissue, 
whereas  the  oxidation  of  carbohydrate  and  of  fat  is  a  property 
common  to  all  tissue.  The  localized  production  of  fat  from  carbo- 
hydrate is  indicated  by  the  fact  that,  whereas  the  theoretical  respir- 
atory quotient  for  this  reaction  is  8.0,  the  actual  quotient  obtained 
from  an  entire  animal  after  stuffing  it  with  carbohydrate  rarely 
exceeds  1.30. 

According  to  the  well-known  experiments  of  Knoop  (18),  fatty 
acids  are  oxidized  on  the  /3-carbon  atom,  yielding  successively  two 
carbon  atom  chains.  The  oxidation  of  caproic  acid  would  follow 
the  course  shown  by  formula  on  following  page. 

If  palmitic  acid  broke  up  by  successive  oxidation  into  acetic  add 
the  following  equation  would  represent  its  transformation: 


Ci«HttOt  +  14  O 
Palmitic  acid 

1  gram  > 

9.353  calories         < 


■  8C,H«Oi 
Acetic  acid 

<  1.348  grams 

■  4.706  calories 


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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS 


335 


This  reaction  involves  a  loss  of  heat  of  50  per  cent.  There  is 
nothing  to  indicate  that  the  energy  evolved  in  the  oxidative  trans- 
formation of  palmitic  acid  is  physiologically  distinct  from  that 
produced  in  the  oxidation  of  acetic  acid  itself.  The  whole  of  the 
oxidation  process  may  be  affected  through  the  mechanism  of  a  single 
affinity  of  the  cell. 


CH, 

I 
CH, 

I 
CH, 

I 

e— ch, 

I 

CH, 


CH, 

I 
CH, 

I 
CH, 


CH, 

I 
CH, 

I 
CH, 


CH, 


CH, 


+  0  CHOH+O  COOH 


+  0  CHOH  +0  COOH 


COOH 
Caproic 
add 


I 
CH, 

I 
COOH 

^-hydroxy 
caproic  acid 


CH, 

I 
COOH 

Butyric  and 
acetic  adds 


I 
CH, 

I 
COOH 


^-hydroxy 
butyric  acid 


CH, 

I 
COOH 


Recently  performed  and  still  unpublished  experiments  done  in 
my  laboratory  show  that  when  acetic  acid  is  given  with  glucose  there 
is  an  increase  in  metabolism  equal  to  that  produced  by  the  individual 
substances  acting  severally.  This  supports  the  theory  of  its  being  an 
intermediary  metabolite  of  fat.  Acetic  acid  is  quickly  absorbed  and 
must  be  immediately  oxidized  after  absorption,  for  it  exerts  no  influence 
upon  the  COt  combining  power  of  the  blood. 

The  results  may  be  thus  expressed: 


INCUABX  ABOVX  BASAL 
METABOLISM 

Caloric 

Percent 

Glucose,  58  grams 

+4.71 
+3.13 

+27 

Acetic  acid,  3  grams 

+18 

Sum  of  both 

+7.84 

+45 

Glucose,  50  grams  +  acetic  acid,  3 

grams 

+7.23 

+41 

Diabetic  acidosis  has  its  origin  from  0-hydroxybutyric  acid  when 
it  is  retained  in  the  body  as  an  unoxidized  residuum  of  fat  metabolism. 


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336  GRAHAM  LUSK 

If  the  condition  of  acidosis  were  determinative  of  a  higher  level  of 
metabolism  after  fat  ingestion,  one  would  expect  that  the  height  of 
metabolism  in  diabetes  would  be  proportional  to  the  height  of  the 
acidosis.  However,  in  an  analysis  of  23  cases  of  diabetes,  Allen  and 
Du  Bois  (1)  found  that  no  relation  existed  between  the  intensity  of 
acidosis  and  the  height  of  the  metabolism.  The  patient  who  had  the 
highest  metabolism  showed  very  slight  acidosis. 

It  has  already  been  stated  that  the  energy  required  to  move  a 
running  dog  was  the  same  per  horizontal  kilogram  meter,  whether 
the  energy  were  obtained  from  ingested  glucose  or  from  the  dog's 
own  body  fat  after  the  dog  had  fasted  thirteen  days.  Furthermore, 
the  basal  metabolism  of  this  dog  was  the  same  on  the  fifteenth  day  of 
fasting  when  the  respiratory  quotient  was  0.73  as  it  was  after  two 
days  of  a  carbohydrate-containing  diet,  at  which  later  date  the 
respiratory  quotient  was  found  to  be  0.93.  As  sources  of  energy 
for  the  basic  needs  of  the  body  fat  and  carbohydrate  are  therefore 
mutually  interchangeable  according  to  the  law  of  isodynamic  equiv- 
alents. It  is  only  when  the  concentration  of  either  or  both  rises 
high  in  the  nutrient  fluid  that  the  special  separate  affinities  come 
into  play  and  cause  or  enable  the  metabolism  to  reach  higher  levels. 

The  influence  of  fat  ingestion  upon  the  metabolism  has  been  more 
rigorously  investigated  than  the  influence  of  carbohydrate  and  of 
protein  have  been. 

A.  Summary 

1.  The  heat  production  in  the  dog  after  giving  fat  gradually  rises 
to  a  maximum  in  the  sixth  hour,  when  the  increase  above  the  basal 
level  may  amount  to  30  per  cent.  It  then  gradually  falls  and  reaches 
the  basal  level  in  twelve  hours  after  its  administration.  The  sixth 
hour  is  the  time  of  the  maximum  fat  content  of  the  blood  (Bloor). 

2.  The  additional  heat  produced  is  at  the  expense  of  the  oxidation 
of  fat. 

3.  When  glucose  and  fat  are  given  together  the  former  is  first 
oxidized,  the  heat  production  rises  and  the  respiratory  quotient 
approximates  unity;  the  level  of  increased  heat  production  continues 
through  subsequent  hours  on  account  of  the  absorption  of  fat,  the 
respiratory  quotient  falling  on  account  of  the  increased  oxidation  of 
the  latter  substance. 


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DYNAMIC  ACTION  OP  VARIOUS  FOOD  FACTORS  337 

4.  When  glucose  is  given  four  hours  after  the  ingestion  of  fat  so 
that  the  maximum  effect  of  glucose  ingestion  falls  at  the  time  of  the 
maximum  metabolism  induced  by  fat,  there  is  a  summation  of  effect, 
the  heat  production  reaching  a  level  above  that  of  the  basal  metab- 
olism by  the  sum  of  the  two  several  increments  which  each  substance 
would  have  produced.  The  respiratory  quotient  indicates  themetab- 
olism  of  fat  as  well  as  carbohydrate. 

5.  If  glucose  and  acetic  acid  are  administered  together  the  same 
summation  of  effect  occurs. 

6.  Hence,  in  the  presence  of  an  amplitude  of  fat  and  of  glucose 
molecules,  the  affinities  entering  into  the  mechanism  of  the  increased 
destruction  of  either  appear  to  be  separate  and  different. 

7.  The  reason  why  fat,  which  is  synthetically  produced  from 
carbohydrate,  is  not  oxidized  as  is  fat  when  ingested  with  carbo- 
hydrate, may  possibly  be  that  the  production  of  fat  from  carbohydrate 
may  be  limited  to  a  restricted  area  or  locality  of  tissue,  whereas 
the  oxidation  of  carbohydrate  or  of  fat  is  a  property  of  all  tissues. 

8.  The  basal  metabolism  is  independent  of  the  height  of  the  respir- 
atory quotient,  and  therefore  the  basic  requirement  may  be  sup- 
ported by  isodynamic  equivalents  of  fat  or  carbohydrate. 

9.  The  severity  of  diabetic  acidosis  is  no  criterion  of  the  height 
of  the  metabolism  in  diabetes. 

B.  Conclusion 

The  same  conclusion  is  reached  regarding  fat  as  regarding  carbo- 
hydrate, that  in  the  presence  of  an  amplitude  of  fat  particles  there 
is  a  metabolism  of  fat  plethora,  due  to  the  utilization  of  fat  by  special 
fat  receptive  cellular  affinities. 

IV.  THE  INFLUENCE  OF  PROTEIN  UPON  THE  HEAT  PRODUCTION 

The  general  conclusions  reached  by  Rubner  as  regards  the  influence 
of  protein  ingestion  upon  the  heat  production  have  been  set  forth 
in  the  introduction.  It  should  be  recalled  that  when  Rubner  wrote 
his  book,  "Die  Energiesetze,"  in  1902  it  was  still  permissible  to  consider 
the  protein  molecule  as  a  complex  containing  a  glucose  radicle.  It 
was  not  until  later  that  the  conception  of  protein  as  consisting  of 


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338  GRAHAM  LUSK 

a  chain  of  amino-acids  came  to  be  generally  accepted.  At  the  present 
time  one  must  not  only  consider  the  effect  upon  metabolism  of  the 
ingestion  of  meat,  but  also  the  behavior  of  the  individual  metabolites 
into  which  the  protein  may  be  resolved.  The  story  might  be  spun 
into  a  tale  of  considerable  length,  but  it  may  be  well  here  to  emphasize 
only  the  more  significant  points. 

After  giving  1200  grams  of  meat  to  a  dog  weighing  13.5  kgm. 
Williams,  Riche  and  Lusk  (43)  determined  the  hourly  heat  production 
by  both  direct  and  indirect  calorimetry.  The  results  are  presented 
in  the  accompanying  diagram  (chart  III).  The  basal  metabolism 
measured  22.3  calories  but  after  giving  meat  it  rose  to  a  height  of 
36  calories  in  the  second  hour  and  to  42  calories  in  the  third  hour, 
a  maximum  increase  above  the  basal  of  88  per  cent.  The  heat 
production  was  maintained  at  a  level  above  40  calories  through  the 
tenth  hour.  In  the  fourteenth  hour  it  had  fallen  to  37  calories  and 
then  remained  at  30  calories  up  to  the  eighteenth  hour,  falling  rapidly 
to  25  calories  in  the  twenty-first  hour. 

Except  in  the  earlier  hours  of  the  experiment  the  curve  of  urinary 
nitrogen  elimination  is  quite  parallel  to  the  heat  production.  The 
small  elimination  of  urinary  nitrogen  in  the  early  hours  is  due  to  the 
accumulation  of  urea  within  the  blood  and  tissues  and  not  to  a  much 
lower  protein  metabolism. 

During  ten  hours  of  the  experiment  the  quantity  of  carbon  elimi- 
nated in  the  respiration  was  less  than  the  amount  which  would  have 
been  so  eliminated  had  the  protein  metabolized,  as  measured  by  the 
nitrogen  in  the  urine,  been  wholly  oxidized.  This  carbon  retention 
amounted  to  the  equivalent  of  a  retention  of  34.5  grams  of  glucose. 
Calculated  on  the  presumption  of  this  retention  of  glycogen  from  the 
protein  metabolism  of  the  period,  the  oxygen  absorption  should  have 
been  184.55  grams.  Actually  consumed,  there  were  186.2  grams  of 
oxygen.  If  carbon  had  been  retained  as  fat  only  169.7  grams  of 
oxygen  would  have  been  required.  It  is  therefore  apparent  that 
glucose  may  be  formed  normally  from  protein  and  not  merely  in 
diabetes  as  a  pathological  by-product. 

As  a  second  illustration  of  this  phenomenon,  McCann  (24)  has 
shown  that  the  administration  of  the  protein  of  meat  to  a  normal 
man  on  the  eleventh  day  of  fasting  resulted  in  the  initial  establishment 


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DYNAMIC  ACTION  OF  VARIOUS  POOD  FACTORS  339 

of  respiratory  quotients  of  0.68  in  two  successive  hourly  periods. 
The  quotients  betoken  the  retention  as  glycogen  of  the  whole  of  the 
glucose  formed  from  protein,  for  they  are  quotients  hitherto  obtained 


ChastIH.  Showing  the  Respiratory  Quotient 

The  total  metabolism  by  indirect  calorimetry  (solid  line),  by  direct  calorimetry  (dotted 
Hue)  and  the  nitrogen  elimination  during  hourly  periods  alter  the  ingestion  of  1200  grams 
of  meat  by  a  dog  (43). 

only  in  severe  diabetes  under  circumstances  in  which  the  sugar 
derived  from  protein  was  not  oxidized  but  was  eliminated  in  the 
urine.  The  greedy  cells  of  the  fasting  body  laid  hold  of  the  sugar 
produced  from  protein  and  deposited  it  as  glycogen. 


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340  GRAHAM  LUSK 

It  has  already  been  shown  that  the  deposition  of  glycogen  is  effected 
without  increasing  the  heat  production. 

Conditions,  however,  may  be  such  that  fat  also  may  arise  from 
protein.  Thus,  in  certain  experiments  (23a)  the  basal  metabolism 
of  a  dog  was  determined  and  then  1000  grams  of  meat  were  given  in 
the  early  morning,  the  standard  diet  containing  75  grams  of  carbo- 
hydrate in  the  evening,  and  again  1000  grams  of  meat  the  following 
morning.  These  conditions  would  tend  to  produce  glycogen  satu- 
ration of  the  repositories  for  glycogen  in  the  body  and  the  carbon 
retained  from  protein  might  then  be  laid  down  in  the  form  of  fat,  as 
is  set  forth  in  the  following  analysis: 


Basal  metabolism  per  hour 

1000  grams  meat,  average  fifth,  sixth,  seventh  hours 

Increase 

The  "respiratory  quotients  of  the  retained  pabulum  were  calcu- 
lated to  be  0.708,  0.688,  0.685,  betokening  a  deposit  of  fat.  Had  the 
0.84  gram  carbon,  which  was  retained  hourly,  been  deposited  in  the 
form  of  glucose,  indirect  calculation  would  have  shown  30.30  calories 
to  be  the  heat  production.  The  evidence  is  therefore  that  protein 
carbon  can  be  synthesized  both  into  glucose  or  into  fat  and  retained 
in  the  body  as  such.  It  bias  been  shown  that  the  production  of  fat 
from  glucose  takes  place  with  the  formation  of  but  little  extra  heat 
liberation  and  here  the  same  process  must  prevail. 

Following  the  ingestion  of  1000  grams  of  meat  given  to  the  animal 
mentioned  above,  the  respiration  rate  rose  from  a  basal  level  of  7§ 
per  minute  to  23  J  per  minute,  the  animal  resting  quietly  throughout. 

A  great  increase  in  the  heat  production  may  also  be  observed  in 
man  after  taking  meat  in  large  quantity,  though  the  rise  is  not  as 
great  as  in  the  dog.  A  dog  weighing  10  kgm.  may  devour  1000  grams 
of  chopped  meat  within  a  minute,  whereas  it  requires  about  half  an 
hour  or  more  for  a  man  to  take  660  grams  of  the  same  material.  In 
the  dog  the  protein  metabolized  may  be  of  greater  energy  value  than 
the  total  heat  production,  whereas  in  man  only  a  fraction  of  the  total 
heat  production  will  be  derived  from  the  meat  ingested.    The  fdllow- 


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341 


ing  chart  (chart  IV),  showing  the  influence  of  the  ingestion  of  660 
grams  of  meat  by  (1)  a  normal  man,  (2)  an  achondroplastic  dwarf, 
and  (3)  a  legless  man,  is  taken  from  the  work  of  Aub  and  Du  Bois  (4). 
It  appears  that  the  sulphur  elimination  precedes  that  of  nitrogen, 
illustrating  the  presence  of  a  lag  in  nitrogen  elimination.  In  the 
achondroplastic  dwarf  there  is  a  maximal  increase  in  the  heat  produc- 
tion of  46  per  cent  above  the  basal  level.  This  increase  is  not  rela- 
tively as  large  as  in  the  dog,  but  the  difference  observed  is  probably 
due  to  the  limitations  of  the  digestive  tract.  The  dog  mentioned  in 
the  last  experiment  would  never  partake  of  more  than  1200  grams  of 
meat  at  one  time,  and  the  upper  limit  of  metabolism  must  have  been 
nearly  or  quite  reached  in  the  case  described. 


CalsN-S-    Normal  Control -W.B. 

•0         20 


00  M  1.5 
40  I*  IjO 


ACHON0R0PLASU-R.DC  P. 


Legless  Man-HJ. 


20  01  Off 


0    0     0 


/' 

s 

• 

«i 

* 

/ 

/ 

— 

— 

f 

IT 

i    *    3    4   s   •  Basal     i    2    3    4   5   6  Basal    i    2   3   4   5  • 

Chart  IV.  Illustrating  the  Specific  Dynamic  Action  op  Protein  in  Man 

The  colums  show  the  basal  heat  production  in  calories  per  hour  rising  after  the  subject 
has  eaten  meat  containing  23  to  25  grams  of  nitrogen.  The  dotted  line  represents  the 
excretion  of  sulphur  in  the  urine  in  decigrams,  the  continued  line,  the  nitrogen  elimination 
in  grams  per  hour  (4). 

Whereas,  as  in  the  dog,  it  was  noted  that  after  giving  meat  the 
increase  in  heat  production  might  amount  to  50  per  cent  of  the  calories 
of  the  extra  protein  metabolized,  in  man  it  was  discovered  that  fully 
75  per  cent  of  the  energy  content  of  the  extra  protein  metabolized 
reappeared  in  the  form  of  the  heat  of  specific  dynamic  action.  It  is 
obvious  that  a  meat  diet  is  physiologically  wasteful. 

In  the  achondroplastic  dwarf,  with  large  body  and  short  legs,  and 
in  the  legless  man  the  specific  dynamic  effect  of  protein  was  more  in 
evidence  than  in  the  normal  controls.  Possibly  this  may  have  been 
due  to  the  fact  that  in  the  former  individuals  the  liver  or  some  other 
organ  or  organs  bore  a  greater  proportion  to  the  total  weight  than 
normally,  and  this  suggests  the  possibility  that  the  seat  of  the 

MIDKIira,  TOL.  I,  NO.  2 


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342 


GRAHAM  LUSK 


"specific  dynamic  action"  of  protein  may  reside  in  the  liver  or  some 
other  organ  or  organs  in  greater  degree  than  in  the  muscles. 

However,  Aub  and  Means  (4a)  find  that  the  response  of  the  human 
organism  to  the  specific  dynamic  action  of  meat  is  just  as  great  in 
severe  cirrhosis  of  the  liver  as  in  the  normal  condition.  They  conclude 
that  the  liver  is  not  the  main  site  of  the  specific  dynamic  action  or 
that  it  can  adequately  perform  that  function  even  in  disease. 

The  increase  in  the  heat  production  after  protein  ingestion  greatly 
transcends  that  which  follows  the  giving  of  carbohydrate  and  fat, 
and  it  is  of  a  different  character. 

One  sharply  characteristic  quality  of  the  specific  dynamic  action 
of  protein  is  that  when  once  the  level  of  heat  production  is  increased 
after  giving  meat  any  energy  necessary  for  the  production  of  work  is 
superimposed  upon  this  higher  level  of  metabolism.  This  was  first 
demonstrated  by  Rubner  (37)  in  man  and  may  be  recorded  as  follows* 


No  food,  rest 

Cane-sugar,  600  grams,  +  HjO,  3000  grams,  rest 

Same  +  work  (100,000  kgm) 

Protein,  large  amount  of  meat 

Same  +  work  (100,000  kgm) 


Per  day 

Ibctcms 
due  to  work 

1976 

2023 

2868 

845 

2515 

3770 

855 

This  work  was  confirmed  and  extended  by  Anderson  and  Lusk  (2) 
and  showed  that  the  energy  of  metabolism  was  the  same  when  a  dog 
ran  3  miles  an  hour  whether  or  not  glucose  had  been  given  in  large 
quantity;  also  that  the  energy  expenditure  required  for  running  was 
superimposed  upon  the  higher  metabolism  induced  by  meat  ingestion 
or  by  such  a  fragment  of  protein  metabolism  as  alanin.  This  dis- 
tinction has  important  theoretical  bearing. 

Their  results  may  be  epitomized  as  tabulated  on  following  page. 

The  attractive  theory  of  Rubner  is  that  when  protein  is  metab- 
olized it  can  be  utilized  for  cell  life  only  in  so  far  as  it  is  convertible 
into  glucose,  and  that  such  fragments  as  are  not  so  converted  are 
oxidized  with  the  production  of  free  heat  which  is  of  as  little  value 
for  the  maintenance  of  the  living  mechanism  as  heat  produced  in  the 


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DYNAMIC  ACTION  OP  VARIOUS  FOOD  FACTORS 


343 


body  through  high  powered  electric  currents,  for  example.    The 
latter  form  of  heat  does  not  alter  the  fundamental  metabolism. 

This  theory  lent  itself  to  experimental  proof  for  Ringer  and  Lusk 
(32)  found  that,  whereas  glycocoll  and  alanin  were  completely  con- 
verted into  glucose  in  the  organism  of  the  diabetic  dog,  only  three 
of  the  five  and  four  carbon  atoms  contained  respectively  in  glutamic 
and  aspartic  acids  were  convertible  into  glucose. 


No  food,  rest 

No  food,  work 

Glucose,  70  grams,  rest . . 
Glucose,  70  grams,  work . 
Meat,  750  grams,  rest . . . 
Meat,  750  grams,  work . . 
Alanin,  20  grams,  rest. . . 
Alanin,  20  grams,  work . . 


CALOUU 

DISTANCE 

FS&HOUK 

ft.  Q. 

arums 

17.2 

0.86 

76.1 

0.79 

4806 

21.0 

1.07 

77.1 

0.92 

4771 

70.0 

0.80 

92.4 

0.80 

4704 

21.0 

0.84 

82.0 

0.78 

4777 

WORXZN 
DLOORAMS 


TO  MOV* 

Iron. 

11 


0.578 
0.555 
0.587* 
0.583t 


*  Corrected  for  influence  of  meat, 
t  Corrected  for  influence  of  alanin. 

Ringer  and  Lusk  suggested  that  glutamic  acid  might  be  oxidized 
on  its  0-carbon  atom  which  on  cleavage  might  yield  serin,  the  latter 
being  converted  into  glyceric  acid  on  deamination.  Glyceric  acid, 
when  given  to  the  diabetic  dog,  was  converted  into  glucose.  Recently 
Dakin  (9)  has  isolated  a  new  amino-acid,  0-hydroxyglutamic  acid 
from  caseinogen,  and  has  also  produced  it  synthetically.  This  acid, 
he  finds,  yields  glucose  to  the  extent  of  three  of  its  carbon  atoms 
when  it  is  given  to  the  diabetic  dog. 

Perhaps  the  transformation  of  glutamic  acid  proceeds  as  follows: 


COO  H 

I 
CH, 

I 
CH, 


COO  H 

I 
CH, 


COOH 

I 
CH, 


CH.OH 


+  0  CHOH  +H,  CHtOH 

I  I  I       >  i 

CHNH,      CHNH,      CHNH,  +HOH  CHOH 


I 


COOH, 

COOH 

COOH 

Glutamic 

^-hydroxy- 

Serin 

add 

glutamic  add 

COOH 

Glyceric 

add 


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344  GRAHAM  LUSK 

Or  since  yeast  cells  may  convert  glutamic  acid  into  ketoglutaric 
acid  (29)  and  this  again  into  succinic  acid  (11)  and,  since  succinic 
acid  if  fed  to  the  phlorhizinized  dog,  is  convertible  into  glucose, 
(31a)  the  following  intermediary  reactions  constitute  a  second 
possibility: 

COOH  COOH  COOH  COOH 

I  I  I  I 

C  H,  — — ►  C  H,  — ►    C  H,  — ►   C  H,  >  Glucose 

I  I  I  I 

C  H,  C  H|  C  H,  C  H| 

I  I  I 

CHNH.+0  CO         COOH      CO, 

I  I 

COOH      COOH      CO, 

Dakin  (9)  believes  that  the  metabolism  of  glutamic  acid  probably 
takes  place  through  malic  acid  as  an  intermediate  metabolite.  Ringer, 
Frankel  and  Jones  (31a)  have  shown  that  malic  acid  is  convertible 
into  glucose.    Dakin's  suggestion  follows  the  formulae: 

COOH  COOH 

I  I 

CHNH,         CHNH,         COOH         COOH 

I  I  I  I 

CH,      +0   CHOH         CHOH   — ►   CHOH 

I  I  I  I 

C  H,        — ■♦   C  H,        ■— ►   C  H,  C  H, 

I  I  I 

COOH         COOH         COOH 

Glutamic  0-hydroxy-  Malic  acid  Lactic  add 

acid  glutamic  acid 

Whatever  the  intermediary  reactions,  the  energy  relations  may 
be  written  as  follows: 

2C<H^N0,  +  3H,0  +  30,  -  CH„Os  +  CN,H40  +  3H,0  +  3C0, 

Glutamic  acid  Glucose       Urea 

1  gram  -  0.612  gram  -f  0.204  gram 

3.662  calories  -  2.298  calories  -f  0.516  calory 

This  reaction  is  therefore  exothermic,  3.662  calories  in  glutamic 
acid  yielding  2.298  calories  in  glucose,  0.516  calories  in  urea  and 
0.848  calories  in  the  intermediary  oxidative  processes.    The  physio- 


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DYNAMIC  ACTION  OP  VARIOUS  FOOD  FACTORS  345 

logically  available  calories  in  glutamic  acid  are  3.662  minus  0.516 
contained  in  urea,  or  3.146  per  gram.  Hence,  in  calculating  the 
calories  available  one  would  say  that  73  per  cent  of  the  total  passed 
through  the  glucose  stage  and  27  per  cent  passed  through  other 
oxidative  channels 

If  Rubner's  theory  (see  p.  000)  of  specific  dynamic  action  were 
correct,  then  glutamic  acid  would  furnish  energy  to  the  cells  in  so  far 
as  it  was  convertible  into  glucose,  whereas  the  rest  of  the  energy 
content  would  be  liberated  as  free  heat.  Its  specific  dynamic  action 
could  be  measured  as  27  per  cent,  which  almost  coincides  with  the 
figure  30  per  cent,  as  given  by  Rubner.  Since  the  protein  of  meat 
yields  22  per  cent  of  glutamic  acid  and  that  of  gliadin  nearly  50  per 
cent  (Osborne),  it  follows  that  an  important  fragment  of  protein 
metabolism  is  represented  in  this  amino-acid. 

However,  it  has  been  discovered  that  the  ingestion  of  20  grams  of 
glutamic  acid  by  a  dog  gives  absolutely  no  specific  dynamic  action 
(22)  and  this  is  also  true  of  its  hypothetical  cleavage  product,  succinic 
acid  (3).  The  demonstration  that  glutamic  acid  exerted  no  specific 
dynamic  action  after  its  ingestion  is  a  proof  that  the  process  of 
deamination  and  urea  production  have  no  influence  upon  the  heat 
production. 

It  has  furthermore  been  shown  that  aspartic  acid,  HOO-CCHr- 
CHNH2-COOH,  exerts  no  specific  dynamic  action  (3)  and  this  further 
substantiates  the  above  conclusions. 

Other  experiments  showed  that  neither  20  grams  of  leucine  nor 
20  grams  of  tyrosine  caused  any  conspicuous  rise  in  metabolism  after 
their  ingestion  (22),  although  tyrosine  at  least  would  present  a  multi- 
tudinous array  of  oxidative  products. 

It  was  only  when  two  amino-acids  which  are  completely  converted 
into  glucose  by  the  diabetic  organism  were  given,  that  the  heat  produc- 
tion of  a  normal  dog  was  very  greatly  increased.  These  two  amino- 
acids  are  glycocoll  and  alanin.  Serin  has  never  been  tested  but  would 
probably  behave  like  alanin.  These  experiments  overthrow  the 
validity  of  Rubner's  theory  of  the  specific  dynamic  action  of  protein. 

In  one  experiment  20  grams  of  glycocoll  were  given  to  a  dog  and 
the  metabolism  rose  33.7  per  cent  above  the  basal  level.  The  20 
grams  of  glycocoll  contained  42  physiologically  available  calories  of 


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346  GRAHAM  LUSK 

which  34  calories  or  81  per  cent  were  available  for  metabolism  between 
the  second  to  the  seventh  hours  in  the  calorimeter  experiment  after 
giving  the  substance.  Since  the  heat  production  was  increased  by 
33.75  calories,  or  by  80  per  cent  of  the  calories  in  the  ingested  sub- 
stance, it  is  evident  that  the  extra  heat  production  after  giving 
glycocoll  may  equal  the  entire  energy  which  can  be  furnished  by  the 
metabolism  of  glycocoll  itself. 

This  at  once  raises  the  question:  Is  the  energy  in  glycocoll  merely 
freed  and  given  off  without  affecting  the  basal  metabolism?  Does  it 
merely  explode  with  a  puff? 

If  one  writes  the  reaction  and  the  energy  involved  in  the  conversion 
of  glycocoll  into  glucose  and  urea  the  following  equation  results: 

6CH4NA  +  3CO,  +  3H<0  -  2CeHiiO,  +  3CH«N<0  +  30, 
Glycocoll  Glucose  Urea  Oxygen 

20  grams  16  grams         8  grams  4.26  grams 

62.2  cals.  60.08  20.22      14.0  as  oxidized  fat 

According  to  this  equation  62.2  calories  in  glycocoll  become  con- 
verted into  glucose  and  urea,  containing  together  80.3  calories  with 
the  intermediary  liberation  of  a  compound  yielding  oxygen  in  such 
quantity  that  it  can  effect  the  oxidation  of  an  amount  of  fat  which 
can  produce  14  calories.  The  reaction  would  therefore  be  rewritten 
as  follows: 

Glycocoll  +  fat  +  CO»  +  H.0  -  Glucose  +  CH«N|0  +  CO,  +  H.0 

20  grams  —  16  gm.  +  8  gm. 

62.2  cals.  +  14  cals.  -  60.08  cals.  +  20.22  cals. 

Hence,  material  containing  76.2  calories  is  converted  into  material 
containing  80.3  calories.    The  reaction  is  still  endo thermic. 

When,  however,  glycocoll  is  given  to  a  dog  diabetic  with  phlorhizin 
the  heat  production  is  very  greatly  increased,  far  beyond  the  require- 
ment of  satisfying  this  endothermic  quota  of  energy. 

See  following  table  for  the  results. 

The  extra  calories  produced  over  and  above  the  basal  metabolism 
for  four  hours  amounted  to  25.9  calories,  which  corresponds  with 
24.5  extra  calories  produced  in  the  same  dog  when  he  was  normal  in 
the  experiment  already  described. 


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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS 


347 


Dog  III,  March  25,  1915,  Experiment  104.    Basal  pklorhirin  metabolism  as  affected  by 
20  grams  of  gfycocoU  in  210  cc.  of  water  at  38°  plus  1  gram  of  IAebifs  extract 


HOUBS 

R.Q. 

CALORIES 

Indirect 

Direct 

1 

Basal 

0.733 
0.716 

23.78 
23.82 

24  53 

2 

Basal 

23  84 

Average 

0.724 

0.707 
0.745 
0.700 
0.702 

23.80 

34.21 
31.65 
29.24 
25.99 

24  18 

3 

Glycocoll,  20  grams 

4 

GlycocoH,  20  grams 

32  34 

5 

GlycocoD,  20  grams 

29.47 

6 

Glycocoll,  20  grams 

30  07 

7 

Glycocoll,  20  grams 

26  85 

Average 

0.720 

30.27 

29.38 

This  is  the  txperimentum  crusts  which  demonstrates  that  the  specific 
dynamic  action  of  glycocoll  is  independent  of  its  oxidation.  Rather, 
there  must  be  chemical  intermediates  produced  which  act  upon  the 
protoplasm  of  the  cells,  lifting  them  to  a  higher  level  of  metabolism 
without  it  being  necessary  that  they  themselves  furnish  the  energy 
of  metabolism.  I  have  therefore  spoken  of  this  condition  as  the 
metabolism  of  amino-ocid  stimulation.  This  does  not  necessarily 
mean  that  acid  is  actually  liberated. 

To  investigate  this  point  I  have  given  to  a  dog  9.6  grams  of  glycocoll 
neutralized  with  10  grams  of  sodium  bicarbonate  and  have  witnessed 
the  heat  production  increase  5.2  calories  per  hour  during  the  second 
and  third  hours.  The  bicarbonate  given  alone  was  without  influence. 
When  7.6  grams  of  glycocoll  acid  were  given  the  heat  production 
rose  1.6  calories  per  hour  and  when  10  grams  of  glycollate  of  sodium 
were  ingested  a  rise  of  only  1.2  calories  was  recorded.  The  admin- 
istration of  glycollic  acid  greatly  reduced  the  carbon  dioxide  com- 
bining power  of  the  blood,  which  testifies  to  its  slow  oxidation. 

It  would  seem  likely  that  glycollic  acid  would  be  the  first  inter- 
mediate product  of  glycocoll  deamination,  as  follows: 


CH,NH,+HOH     C  H,  O  H 


COOH 


+  NH, 


-►     COOH 


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348 


GRAHAM  LUSK 


However,  glycollic  add  is  not  convertible  into  glucose  in  the 
organism.  It  may  be,  however,  that  the  reduction  of  the  acid  group 
takes  place  before  or  simultaneously  with  the  deamination  process 
and  glycolaldehyde  is  generated,  which  substance  it  has  been  shown 
is  convertible  into  glucose  (39).  If  so,  the  stimulation  of  cellular 
metabolism  probably  occurs  before  this  step  because  the  synthetic 
production  of  glycogen  does  not  involve  a  stimulation  to  increased 
heat  production. 

The  experiments  may  possibly  be  explained  after  another  fashion. 
It  may  be  that  the  amino-acid  is  greedily  absorbed  by  the  cell  and 
that  the  alkali  neutralizing  it  is  not.  Under  these  circumstances 
the  liberation  of  free  acid  may  possibly  be  the  stimulus  which 
increases  cellular  metabolism.  Under  this  hypothesis  the  cell  mem- 
brane would  be  largely  impermeable  to  the  sodium  salt  of  glycollic 
acid  present  in  the  blood  after  the  ingestion  of  either  the  acid  itself 
or  glycollate  of  sodium  and  little  result  would  be  noticed  in  the  way 
of  cellular  stimulation. 

When  glycocoll  is  given  the  extra  heat  production  is  proportional  to 
the  quantity  ingested;  that  is  to  say,  it  is  proportional  to  the  intensity 
of  the  chemical  stimulus. 

When  glycocoll  is  administered  with  glucose  the  extra  heat  pro- 
duction is  the  equivalent  of  the  sum  of  the  extra  quantities  of  heat 
which  either  substance  would  have  induced  alone.  Furthermore, 
when  glucose  and  glycocoll  are  given  at  the  height  of  fat  ingestion 
the  extra  heat  production  rises  to  a  level  which  is  the  equivalent  of 
the  influences  exerted  by  the  substances  as  individuals.  This  is 
seen  in  chart  V  and  may  be  illustrated  in  the  following  table: 


HOURLY 

INCREASE 

INCALORHS 

ABOVE 

BASAL 

PEftCEKT 

Glycocoll,  20  grams .,...,.,    

4.9 

6.9 

3.9 

25 

Glucose,  70  grams 

30 

Fat,  75  grams 

17 

Sunt  of  all T . , 

15.7 

72 

Glycocoll,  20  grams  -+-  glucose,  50 

grams 

4  hours  after  fat, 

75 

grams. 

14.6 

64 

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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS  349 

It  is  obvious  that  glycocoll,  which  is  completely  convertible  into 
glucose,  does  not  behave  like  glucose  (1)  in  substituting  its  energy 
for  the  energy  of  glucose  in  metabolism;  (2)  in  being  passively  elimi- 


Chart  V.  The  Effect  of  Fat,  of  Glycocoll,  of  Glucose,  of  Glucose  Plus  Glyco- 
coll, and  of  Glucose  Plus  Glycocoll  Plus  Fat  upon  the  Heat 
Production  (28) 


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350  GRAHAM  LUSK 

nated  as  glucose  in  the  urine  of  the  diabetic  dog,  It  follows,  also, 
that  ingested  glucose  can  not  synthetically  form  glycocoll  under 
normal  conditions. 

The  behavior  of  alanin  is  in  every  way  similar  to  that  of  glycocoll. 
It  is  completely  convertible  into  glucose,  perhaps  through  a  lactic 
acid  intermediary  product.  When  given  with  glucose  it  does  not 
replace  glucose  in  metabolism  but  itself  increases  the  metabolism  by 
that  quota  which,  acting  alone,  it  would  have  induced.  It  stimu- 
lates to  a  higher  heat  production  when  given  in  phlorhizin  glyco- 
suria, though  it  is  completely  converted  into  glucose  without  under- 
going oxidation  in  the  process.  Likewise,  when  given  alone,  it 
increases  the  basal  level  of  metabolism  upon  which  the  energy  for 
work  is  superimposed,  while  glucose  molecules  entering  in  large 
quantities  have  no  power  to  augment  the  basal  level  of  metabolism 
when  the  work  done  is  accomplished  at  the  expense  of  their  energy 
content  (see  p.  330).  In  this  last  factor  the  behavior  of  alanin  is 
but  characteristic  of  the  whole  complex  of  the  protein  molecule. 

When  lactic  acid  is  given  (33)  to  a  dog  there  is  quite  an  increase 
in  the  heat  production  and  it  seemed  to  the  writer  that  this  gave  an 
explanation  to  the  specific  dynamic  action  of  alanin.  However, 
unpublished  experiments  show  that  lactic  acid,  when  given  with 
glucose,  does  not  cause  a  summation  in  the  extra  heat  production  as 
transpires  when  glucose  and  alanin  are  given  together  (see  p.  326). 
Hence,  it  appears  likely  that  the  specific  dynamic  action  of  alanin 
is  dependent  on  a  specific  stimulus  imparted  to  cellular  protoplasm 
when  after  its  absorption  into  the  cell  it  suffers  transformation  into 
simpler  substances.  In  all  its  reactions  alanin  resembles  glycocoll 
except  that  its  action  is  not  quite  as  powerful  per  gram  of  substance 
metabolized.  However,  the  evidence  points  to  the  fact  that  the 
specific  dynamic  action  of  the  two  substances  is  proportional  to  the 
number  of  molecules  metabolized  (21). 

A.  Summary 

1.  The  extra  heat  which  is  the  product  of  the  specific  dynamic 
action  of  protein  may  be  used  in  substitution  for  the  extra  heat  in- 
duced by  the  effect  of  environmental  cold  (Rubner). 


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DYNAMIC  ACTION  O*  VAMOUS  FCK)D  FACTORS  351 

2.  The  increase  in  heat  production  is  proportional  to  the  protein 
metabolism  of  the  time.  It  occurs  when  endogenous  protein  metab- 
olism increases  as  in  the  case  of  phlorhizin  glycosuria  (Rubner). 

3.  A  dog  given  1200  grams  of  meat  showed  a  maximum  increase 
in  metabolism  of  88  per  cent  above  the  basal  metabolism,  an  increase 
which  remained  nearly  at  this  height  during  the  first  ten  hours  after 
meat  ingestion.  Another  dog,  after  taking  1000  grams  of  meat, 
showed  an  increase  in  metabolism  of  93  per  cent  above  the  basal. 
These  quantities  of  meat  were  approximately  the  maximum  which 
the  dogs  would  eat.  Fifty  per  cent  of  the  energy  content  of  the  in- 
creased protein  metabolized  appears  in  the  form  of  heat  of  specific 
dynamic  action. 

4.  When  meat  is  thus  given  in  excess  of  the  nutritive  needs  of  the 
cell  there  may  be  a  retention  of  a  part  of  the  energy  of  the  protein 
metabolized,  deposited  either  in  the  form  of  glycogen  or  in  the  form 
of  fat,  depending  upon  the  condition  of  the  glycogen  reservoirs  of 
the  body.  Neither  of  these  processes  involves  an  appreciable  libera- 
tion of  energy. 

5.  In  man  the  ingestion  of  660  grams  of  meat  caused  a  maximal 
rise  in  the  basal  metabolism  of  46  per  cent.  Of  the  energy  content 
of  the  increased  protein  metabolized  75  per  cent  appears  in  the  form 
of  the  heat  of  the  specific  dynamic  action. 

6.  If  the  energy  required  to  accomplish  a  given  quantity  of  work 
be  determined  before  and  after  meat  ingestion  it  is  found  that  the 
energy  requirement  for  work  in  the  first  instance  is  superimposed 
upon  the  metabolism  as  induced  by  the  specific  dynamic  action  of 
protein  in  the  second  instance.  This  strictly  differentiates  between 
the  character  of  the  specific  dynamic  action  of  protein  and  of  glucose. 
In  this  regard  alanin  behaves  exactly  like  protein  and  not  like  glucose. 

7.  Glutamic  acid  with  its  five  carbon  atoms  exerts  no  specific 
dynamic  action  when  given  to  a  dog.  The  process  of  deamination 
and  urea  formation  may  therefore  take  place  without  increasing  the 
heat  production.  Succinic  add,  a  possible  intermediary  metabolite, 
exerts  no  specific  dynamic  action. 

8.  Aspartic  acid  behaves  like  glutamic  acid. 

9.  Neither  leucin  nor  tyrosin  cause  a  conspicuous  rise  in  metabolism. 

10.  Administration  of  20  grams  of  glycocoll  to  a  normal  dog  causes 


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352  GRAHAM  LUSK 

a  very  great  increase  in  the  heat  production.  The  quantity  of  extra 
heat  produced  (25.9  calories  in  four  hours)  may  amount  to  the  entire 
energy  of  the  glycocoll  metabolized  during  the  period. 

11.  When  20  grams  of  glycocoll  were  given  to  a  dog  diabetic  with 
phlorhizin  the  quantity  of  extra  heat  produced  in  four  hours  (24.5 
calories)  was  exactly  the  same  as  when  the  material  was  given  to  the 
same  animal  when  normal  in  spite  of  the  fact  that  the  ingested  glyco- 
coll is  completely  converted  into  glucose  and  urea  without  oxida- 
tion. Therefore,  some  intermediary  metabolites  act  as  chemical 
stimuli  to  metabolism  (Experimentum  crucis). 

12.  Glycocoll  neutralized  with  sodium  bicarbonate  has  the  same 
influence  upon  the  heat  production  as  when  given  alone.  The  bicar- 
bonate given  alone  is  without  influence  upon  the  metabolism. 

13.  Glycollic  acid  and  sodium  glycollate  have  little  influence  upon 
the  heat  production.  It  is  indicated  that  glycollic  acid  may  not  be 
as  readily  permeable  to  cell  membranes  as  is  the  readily  diffusible 
glycocoll. 

14.  When  glucose  is  given  with  glycocoll  or  when  the  two  combined 
are  given  at  the  height  of  fat  metabolism,  the  total  specific  dynamic 
action  of  the  mixture  is  equal  to  the  sum  of  those  quantities  of  extra 
heat  production  which  each  substance  acting  separately  would  have 
induced.  The  calories  of  glycocoll  can  not,  therefore,  be  substituted 
for  the  calories  of  glucose. 

15.  The  behavior  of  alanin  is  analogous  to  that  of  glycocoll.  Mole- 
cule for  molecule,  it  exerts  the  same  specific  dynamic  effect. 

B.  Conclusion 

The  specific  dynamic  action  of  protein  consists  in  a  specific  chemi- 
cal stimulus  of  the  cellular  protoplasm,  which  is  independent  of  the 
oxidation  of  the  material  through  which  the  stimulus  is  applied.  It 
may  be  termed  the  metabolism  of  amino-acid  stimulation. 

V.  A  THEORY  OF  METABOLISM 

It  may  be  well  to  restate  a  theory  of  metabolism  already  advanced 

(23a)  which  is  a  modified  form  of  one  enunciated  by  Rubner  (38). 

One  may  conclude  that  the  influence  of  food  ingestion  upon  the 


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DYNAMIC  ACTION  OF  VARIOUS  FOOD  FACTORS  353 

basal  metabolism  of  the  quiet,  resting  cell  may  be  upon  three  inde- 
pendent mechanisms  within  the  cell: 

a.  A  mechanism  which  is  receptive  to  a  chemical  stimulus  derived 
from  such  amino-adds  as  glycocoll  and  alanin. 

b.  A  mechanism  of  carbohydrate  plethora  which  allows  the  metab- 
olism of  carbohydrate  up  to  the  limits  imposed  by  "self  regulation." 

c.  A  mechanism  capable  of  receiving  power  from  that  quota  of 
fat  which,  when  in  excess,  increases  the  heat  production  of  the  cell. 

REFERENCES 

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HEMOLYTIC  JAUNDICE 

WILDER  TELESTON 
New  Haven,  Connecticut 

TABLE    07    CONTENTS 

Introduction 355 

Historical. 356 

Types 357 

I.  The  congenital  type 357 

Etiology 358 

Pathogenesis 360 

Clinical  picture:  jaundice,  spleen,  blood,  urine,  stools,  metabolism,  com- 
plications    364 

II.  The  acquired  type 369 

Classification 369 

Etiology 369 

Pathogenesis 371 

Clinical  picture 373 

Pathology  of  hemolytic  jaundice 376 

Differential  diagnosis 379 

Diseases  with  jaundice 379 

Diseases  with  splenomegaly *. 380 

Diseases  with  anemia 383 

Treatment 383 

Medical 383 

Surgical 384 

Prognosis 385 

References 386 

INTRODUCTION 

Definition 

In  general,  any  jaundice  may  be  said  to  be  hemolytic  when  it  is 
due  to  increased  destruction  of  the  red  blood  cells,  and  not  to  obstruc- 
tion of  the  bile  passages.  A  good  illustration  is  afforded  by  the  jaun- 
dice which  follows  the  transfusion  of  blood  in  cases  where  there  is 
incompatibility  between  the  patient's  blood  and  that  of  the  donor. 
Such  a  jaundice  corresponds  to  the  "hematogenous"  jaundice  of  the 
older  writers,  a  term  which  is  again  coming  into  use  since  Whipple 

355 


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356  WILDER  TTLESTON 

and  Hooper  (93)  have  shown  that  bile  pigment  may  be  formed  out- 
side of  the  liver  and  in  the  general  circulation. 

For  the  purposes  of  this  article  however,  the  term  hemolytic  jaun- 
dice will  be  restricted  to  a  form  of  jaundice,  usually  chronic,  in  which 
diminished  resistance  of  the  red  cells  to  hypotonic  salt  solutions  is  a 
conspicuous  feature,  while  bile  pigment  is  present  in  the  stools  and 
absent  from  the  urine.  Enlargement  of  the  spleen  and  anemia  com- 
plete the  picture. 

The  disease  occurs  in  two  forms,  the  congenital  and  the  acquired, 
the  former  being  by  far  the  commoner.  The  congenital  type  belongs 
to  the  inheritable  diseases,  occurring  often  in  several  successive 
generations,  occasionally  in  several  members  of  a  family  without 
cases  among  the  ascendants,  and  also  in  a  strictly  congenital  form, 
a  single  member  of  a  family  being  affected  from  birth. 

Synonyms 

A  great  variety  of  names  has  been  employed,  according  to  different 
conceptions  of  the  nature  of  the  process,  viz.,  chronic  acholuric  jaun- 
dice, chronic  infectious  jaundice  with  splenomegaly,  chronic  familial 
jaundice  or  cholemia,  hemolytic  splenomegaly,  hemolytic  anemia, 
and  hemolytic  jaundice.  The  last  named,  however,  is  the  one  almost 
universally  used  at  present. 

HISTORICAL 

The  recognition  of  the  disease  is  of  recent  date.  Imperfect 
accounts  of  the  congenital  form  were  given  in  1885  by  Murchison 
(65)  and  in  1890  by  Wilson  (103),  but  it  was  not  until  1900  that  the 
first  accurate  description  was  published  by  Minkowski  (60).  This 
was  soon  followed  by  articles  in  France  by  Gilbert,  Castaigne  and 
Lereboullet  (32),  and  in  England  by  Barlow  and  Shaw  (4).  Ten 
years  later  the  condition  was  first  recognized  in  America  by  Tileston 
and  Griffin  (85)  and  shortly  afterwards  by  Thayer  and  Morris  (83). 

The  nature  of  the  disease  was  little  understood  till  1907,  when 
Chauflfard  (14)  discovered  the  significant  fact  that  the  red  cells 
showed  a  markedly  diminished  resistance  to  hypotonic  salt  solutions. 
In  the  following  year  he  reported  (15)  the  presence  of  reticulated 
red  cells  in  large  numbers. 


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HEMOLYTIC  JAUNDICE  357 

Widal  (94)  was  the  first,  in  1907,  to  describe  the  acquired  type  in 
detail  and  recognize  its  hemolytic  nature,  though  Hayem  (39)  had 
reported  similar  cases  in  1898. 

For  these  reasons  the  congenital  form  often  is  alluded  to  as  the 
Minkowski-Chauffard  type,  and  the  acquired  form  as  that  of 
Hayem-Widal. 

TYPES 

I.   THE  CONGENITAL  TYPE 

The  important  features  are  as  follows:  Jaundice  appears  either  at 
birth,  or  during  childhood  or  youth,  and  persists  throughout  life. 
It  is  usually  noted  in  more  than  one  member  of  the  family,  and 
frequently  in  two,  three,  or  even  four  generations.  At  times,  how- 
ever, though  dating  from  birth,  no  other  members  of  the  family 
are  affected.  The  icterus  is  not  intense,  there  are  no  signs  of  obstruc- 
tion of  the  bile  ducts,  and  symptoms  of  cholemia,  such  as  itching, 
bradycardia  and  xanthomata,  are  lacking.  The  urine  shows  the 
presence  of  urobilin,  but  no  bile,  while  the  stools  are  highly  colored, 
and  contain  an  excess  of  urobilin.  Enlargement  of  the  spleen, 
which  may  reach  large  proportions,  is  an  almost  constant  feature, 
while  the  liver  is  only  slightly  or  not  at  all  enlarged.  •  A  moderate 
degree  of  anemia  is  the  rule.  The  resistance  of  the  red  cells  to 
hypotonic  salt  solutions  is  diminished,  in  marked  contrast  to  the 
increased  resistance  met  with  in  obstructive  jaundice.  Reticulated 
red  cells  are  present  in  large  numbers.  The  leucocytes  may  be 
either  normal,  increased,  or  decreased  in  number. 

In  spite  of  the  long  duration  of  the  disease,  the  health  does  not 
suffer  much,  and  many  patients  attain  an  advanced  age,  death  being 
almost  never  due  to  the  disease  itself.  As  Chauffard  has  aptly 
remarked,  the  patients  are  rather  jaundiced  than  sick.  Except  in  a 
few  cases,  such  as  those  of  Weber  (91)  and  Turk  (87),  the  growth  is 
not  interfered  with. 

In  the  history  a  characteristic  feature  is  the  occurrence  of  the 
so-called  "crises;"  after  an  indiscretion  of  diet,  a  period  of  consti- 
pation, or  without  obvious  cause,  attacks  take  place  in  which  there 
is  repeated  vomiting  of  bile,  often  accompanied  by  fever  and  pain 


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358  WILDER  TILESTON 

in  the  region  of  the  spleen  or  liver.  The  jaundice  deepens  during 
these  attacks,  the  spleen  enlarges  and  if  counts  are  made,  it  will  be 
found  that  the  red  cells  have  diminished,  often  with  great  rapidity. 
These  "crises  of  deglobulization,"  as  they  are  termed  by  the  French, 
occur  more  frequently  in  youth,  diminishing  in  number  and  severity 
with  advancing  age. 

Between  attacks  the  patient  feels  fairly  well.  There  is  a  marked 
tendency  to  nose-bleeds  during  childhood,  but  hemorrhages  from 
other  organs  are  not  met  with,  an  important  distinction  from  Banti's 
disease  and  cirrhosis.  The  enlarged  spleen  often  causes  a  sense  of 
weight  and  oppression  in  the  left  hypochondrium,  and  pain  may 
occur  in  this  region,  apart  from  "crises,"  as  a  result  of  perisplenitis. 

Etiology 

Heredity.  The  disease  is  often  an  exquisitely  hereditary  affection 
involving  three  or  even  four  generations.  It  is  transmitted  equally 
by  the  male  and  by  the  female,  and  Wilson's  (103)  statement  that 
it  tends  to  pass  from  father  to  daughter,  and  from  mother  to  son, 
does  not  hold  good  for  most  instances.  The  sexes  are  affected  about 
equally.  There  seems  to  be  no  racial  predisposition.  Some  of  the 
children  almost  always  escape,  and  the  offspring  of  those  who  do, 
remain  free  from  the  affection.  It  has  not  been  found  possible  to 
apply  the  Mendelian  laws  of  the  inheritance  of  dominant  and  recessive 
characters. 

As  in  the  case  of  other  hereditary  diseases,  the  etiology  is  obscure. 
Certain  observers,  notably  Chauffard,  attempt  to  ascribe  the  disease 
to  hereditary  syphilis  and  to  tuberculosis.  This  seems  the  more 
plausible  on  account  of  the  analogy  of  hemolytic  jaundice  with 
paroxysmal  hemoglobinuria,  a  condition  which  is  usually  associated 
with  inherited  syphilis. 

Chauffard  (17)  bases  his  argument  on  observations  on  a  family 
in  which  the  usual  picture  of  hemolytic  jaundice  occurred  in  twins, 
the  subjects  of  hereditary  syphilis.  The  father  was  jaundiced  from 
birth  and  showed  a  positive  Wassermann  reaction.  Interesting 
phenomena  were  noted  after  injections  of  neosalvarsan.  In  all 
three  splenic  "crises"  occurred,  with  pain  and  increased  swelling 
of  the  spleen;  in  one  of  the  twins  there  had  been  no  previous  crises. 


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HEMOLYTIC  JAUNDICE  359 

The  resistance  of  the  red  cells  was  decreased  in  two  after  the  injection 
and  increased  in  the  other.  The  temporary  appearance  of  isolysins 
was  also  noted.  After  a  few  injections  these  reactions  appeared 
no  longer. 

Chauffard  regards  these  phenomena  as  being  in  the  nature  of  a 
Herxheimer  reaction,  or  local  reaction  in  the  spleen  due  to  the  sudden 
liberation  of  toxins  from  spirochetes  which  have  been  killed  by  the 
drug.  His  observations,  interesting  as  they  are,  cannot  be  said  to 
prove  his  point,  for  he  made  no  control  tests  on  the  effect  of  salvarsan 
injections  in  cases  of  hemolytic  jaundice  without  syphilis,  or  in  cases 
of  syphilis  without  jaundice.  Nor  have  syphilitic  lesions  ever  been 
demonstrated  in  the  spleen  in  hemolytic  jaundice. 

Guizzetti  (38)  has  also  reported  a  family  in  which  hereditary 
syphilis  is  supposed  to  have  played  a  part.  Hemolytic  jaundice 
occurred  in  four  generations,  and  in  two  cases,  brothers,  a  marked 
thickening  of  the  frontal  bone,  claimed  to  be  syphilitic,  was  found 
at  autopsy.  The  husband  in  the  first  generation  was  said  to  have 
been  syphilitic,  but  his  wife,  who  was  his  first  cousin,  also  suffered 
from  splenomegaly,  so  that  it  is  possible  that  syphilis  had  nothing 
to  do  with  the  jaundice  transmitted  to  the  offspring.  It  should  be 
noted  that  in  this  family  the  disease  ran  a  severe  course,  resulting 
in  the  early  death  of  several  members.  Such  malignancy  has  been 
noted  in  no  other  cases  in  the  literature;  it  seems  possible  that  it 
was  due  to  the  fact  that  both  parents  suffered  from  the  disease,  or 
that  it  was  due  to  the  complication  with  syphilis. 

In  general,  however,  the  incidence  of  syphilis  in  hemolytic  jaundice 
is  not  greater  than  in  the  population  at  large;  thus  Giffin  (31)  reports 
only  one  positive  Wassermann  reaction  out  of  thirteen  patients. 
Moreover,  in  the  cases  of  the  congenital  type  where  active  syphilis 
has  existed,  the  employment  of  anti-syphilitic  treatment  has  in  no 
single  instance  resulted  in  a  cure  of  the  jaundice.  It  seems  fair  to 
conclude  that  syphilis  is  not  of  importance  in  the  causation  of 
the  disease. 

In  the  case  of  tuberculosis,  the  argument  is  even  weaker.  Apart 
from  the  casual  occurrence  of  tuberculosis  in  these  patients,  it  rests 
essentially  on  the  result  of  tuberculin  injections.  It  is  again  to 
Chauffard  (17)  that  we  owe  observations  on  this  point.    In  one 


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360  WILDER  TILESTON 

patient  jaundice  appeared  at  the  age  of  fifteen  during  an  attack  of 
pleurisy  with  effusion.  (The  congenital  type  not  infrequently  first 
becomes  manifest  at  this  age  after  an  acute  infection.)  When  seen 
by  Chauffard  at  the  age  of  thirty  there  were  signs  of  active  tuber- 
culosis at  the  left  apex.  An  intradermal  injection  of  tuberculin  was 
followed  by  a  marked  local  reaction,  by  pain  and  increased  swelling 
of  the  spleen  and  increase  in  the  jaundice.  In  another  case,  a  man 
of  twenty  years,  with  a  history  of  tuberculous  peritonitis  in  infancy, 
still  more  striking  events  followed  the  intradermal  injection  of 
tuberculin.  Besides  an  intense  local  reaction,  there  was  fever  of 
several  days  duration,  the  spleen  doubled  in  size,  the  jaundice 
increased,  acute  anaemia  supervened  and  the  resistance  decreased 
from  0.64  per  cent  to  0.76  per  cent. 

Chauffard  considers  these  cases  as  showing  a  local  reaction  of  the 
spleen  to  tuberculin,  which  he  regards  as  proof  of  the  tuberculous 
origin  of  the  disease.  According  to  him,  hemolytic  jaundice  is  a 
symptom,  not  a  disease,  with  hereditary  syphilis  and  tuberculosis  as 
the  most  common  factors.  But  as  against  this  theory  it  may  be 
objected,  in  the  first  place,  that  tuberculosis  of  the  spleen  has  never 
been  encountered  in  the  numerous  specimens  examined,  and  secondly 
that  hemolytic  crises  have  often  been  reported  in  the  congenital  type 
in  connection  with  acute  infections  of  various  sorts.  Now  a  severe 
tuberculin  reaction  is  certainly  analogous  to  the  toxemia  produced 
by  the  acute  infectious  diseases.  A  verdict  of  "not  proven"  may 
therefore  be  returned  in  the  case  of  tuberculosis  also. 

In  conclusion  it  may  be  stated  that  the  cause  of  congenital  hemo- 
lytic jaundice  remains  to  be  discovered. 

Pathogenesis 

Any  theory  must  take  into  account  the  increased  fragility  of  the 
red  cells  and  the  splenomegaly.  All  writers  are  agreed  that  the 
jaundice  is  of  hemolytic  origin,  as  shown  by  the  increased, urobilin 
excretion  (one  molecule  of  hemoglobin  gives  rise  to  one  molecule 
of  bilirubin),  the  pigmentation  of  the  organs,  and  probably  certain 
of  the  blood  changes. 

Widal  and  his  school  believe  that  the  primary  factor  is  the  decreased 
resistance,  the  abnormally  fragile  cells  being  destroyed  in  great 


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HEMOLYTIC  JAUNDICE  361 

numbers  by  the  normal  hemolytic  processes  of  the  body,  and  the 
enlargement  of  the  spleen  being  "spodogenous,"  or  simply  the  result 
of  the  increased  number  of  red  cells  destroyed  there. 

Troisier  (86)  on  the  other  hand  maintains  that  the  primary  condi- 
tion is  the  formation  of  a  hemolysin  which  becomes  fixed  in  the  red 
cells  and  renders  them  less  resistant,  and  supports  his  view  by  the 
finding  of  hemolysins  and  decreased  resistance  of  red  cells  in  the 
pleural  fluid  in  cases  of  hemothorax.  Widal  (97)  accepts  this  view 
as  applied  to  the  acquired  type,  and  believes  that  hemolysis  does  not 
occur  in  the  circulating  blood  on  account  of  adeficiency  of  complement. 

Banti  (2)  however,  was  unable  to  demonstrate  any  lack  of  comple- 
ment in  the  serum,  and  states  that  other  observers  have  failed  to 
find  increased  fragility  in  red  cells  that  have  fixed  hemolysin.  He 
believes  that  the  primary  fault  lies  in  the  spleen,  and  that  hemolysins 
are  produced  in  this  organ  in  hemolytic  jaudice.  He  states  that 
he  was  able  to  reproduce  the  disease  experimentally  by  the  injection 
of  hemolytic  sera,  observing  after  a  single  injection  progressive 
anemia,  with  similar  blood  changes  and  decreased  resistance.  Both 
in  normal  animals  and  in  those  who  had  received  injections,  he 
observed  that  the  splenic  vein  contained  more  hemoglobin  in  the 
serum  than  was  found  in  other  parts  of  the  body,  and  that  the  fragility 
of  the  red  corpuscles  was  also  greater  in  the  splenic  vein.  Two 
cases  of  splenectomy  for  hemolytic  jaundice  in  man  are  said  to  have 
shown  greater  fragility  in  the  splenic  venous  blood  than  in  the 
peripheral  circulation.  He  concludes  that  the  spleen  has  an  important 
hemolytic  function  and  diminishes  the  resistance  of  the  red  cells 
which  pass  through  it. 

Banti  believes  that  the  pathogenesis  of  the  disease  in  man  is  iden- 
tical with  that  of  his  experimental  anemia  following  injections  of 
hemolytic  sera,  and  assumes  in  the  human  disease  the  presence  of 
substances,  as  yet  unknown,  which  act  on  the  spleen  and  cause  it 
to  produce  hemolysins  in  excess. 

Pearce  (70,  page  93),  however,  working  with  normal  dogs,  was 
unable  to  find  any  free  hemoglobin  in  the  serum  of  the  splenic  vein, 
and  concludes  that  Banti's  results  were  due  to  faulty  technique. 
He  found  the  resistance  of  the  red  cells  usually  the  same  in  the  splenic 
vein  and  in  the  artery,  and  only  occasionally  slightly  less  in  the  vein. 


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362  WILDER  TTLESTON 

Since  the  corpuscles  in  the  femoral  vein  were  also  at  times  less  resist- 
ant he  asks  if  the  changes  which  have  been  found  in  the  splenic 
vein  are  not  those  of  venous  blood  in  general. 

In  this  connection  the  experimental  studies  of  Joannovics  and 
Pick  (43)  on  toluylendiamin  poisoning  in  dogs  are  of  interest. 
They  attempted  to  explain  the  fact  that  this  substance  is  hemolytic 
in  vivo  but  not  in  vitro.  Following  the  lead  offered  by  Faust  and 
Tallqvist  (28)  who  showed  that  the  bothriocephalus  latus  contains 
oleic  acid,  a  highly  hemolytic  substance,  to  which  the  anemia  caused 
by  this  worm  is  probably  due,  they  demonstrated  in  the  livers  of 
dogs  poisoned  with  toluylendiamin  the  presence  in  large  amounts 
of  hemolytic  substances  of  the  nature  of  fatty  acids.  These  were 
of  two  sorts:  First,  in  dogs  dying  of  very  acute  poisoning,  a  substance 
belonging  to  the  fatty  acids,  but  not  oleic  acid,  and  not  associated 
with  fatty  metamorphosis  in  the  liver,  and  the  occurrence  of  which 
was  not  influenced  by  previous  splenectomy;  and  second,  in  the 
more  chronic  cases,  hemolytic  higher  and  lower  fatty  acids,  including 
oleic  acid,  associated  with  marked  fatty  changes  in  the  liver.  In 
these  latter  dogs,  if  a  splenectomy  was  done  previous  to  the  poison- 
ing, the  amount  of  hemolysis  shown  by  the  liver  extract  was  reduced 
to  one-sixth  of  that  of  the  controls,  and  very  little  fatty  change  was 
encountered  in  the  liver.  The  authors  also  showed  that  proteins 
inhibit  to  a  marked  degree  the  hemolytic  action  of  the  unsaturated 
fatty  acids. 

The  above  results  are  of  particular  interest  in  view  of  the  fact  that 
touylenediamin  poisoning  leads  to  a  condition  strongly  resembling 
hemolytic  jaundice  in  man,  with  jaundice,  anemia,  enlargement  of 
the  spleen,  and  as  Widal  (95)  has  shown,  increased  fragility  and  nu- 
merous reticulated  red  cells. 

Eppinger  (27),  King  (47)  and  Medak  (58)  have  worked  along  these 
lines  in  human  pathology,  and  have  reported  in  two  cases  of  hemolytic 
jaundice  a  very  high  iodine  number  in  the  blood,  indicating  the  pres- 
ence of  unsaturated  fatty  acids  in  excess.  After  splenectomy  these 
patients  showed  a  reduction  of  the  iodine  number  to  normal,  along 
with  other  indications  that  the  excessive  hemolysis  had  ceased.  These 
authors  also  found  after  splenectomy  in  normal  dogs  a  decrease  in  the 
iodine  number  and  an  increase  of  the  total  fats  of  the  blood  and 
usually  of  the  cholesterol. 


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HEMOLYTIC  JAUNDICE  363 

Dubin  and  Pearce  (25),  however,  were  unable  to  confirm  these 
findings  in  so  far  as  they  relate  to  dogs,  and  Csonka  (22)  has  criti- 
cized the  technic  employed  in  determining  the  iodine  number,  and 
also  the  method  of  calculation.  The  results  of  Eppinger  and  his  school 
are,  therefore,  in  need  of  confirmation. 

The  part  that  cholesterol  plays  in  hemolysis  within  the  body  re- 
mains obscure.  While  there  is  no  doubt  that  free  cholesterol  inhibits 
hemolysis  in  the  test-tube  by  saponin  and  many  other  hemolytic 
agents,  the  figures  obtained  from  chemical  analysis  of  the  blood  in 
our  disease  are  conflicting,  and  even  should  they  be  consistently  low, 
they  would  not  indicate  whether  the  lower  protecting  power  of  the 
serum  against  hemolysis  were  primary  or  secondary.  Further  study 
in  this  direction  is  needed. 

The  presence  of  hemolysins  in  the  pathological  spleen  has  not  been 
demonstrated  as  yet.  In  four  cases  of  splenectomy  for  hemolytic 
jaundice,  those  of  Vaquez  and  Giroux  (88)  Antonelli  (1),  and  two  of 
Kahn  (45)  they  have  been  looked  for  in  vain. 

However,  the  influence  of  the  spleen  on  hemolysis  in  this  disease 
is  evidently  very  important,  for  after  splenectomy  a  virtual  cure 
is  attained,  with  rapid  disappearance  of  the  jaundice,  and  return  of 
the  blood  to  normal  so  far  as  red  count  and  morphology  are  concerned. 
The  fact,  on  the  other  hand,  that  the  diminished  resistance  almost 
always  persists,  is  against  the  view  that  the  primary  fault  lies  in  the 
spleen. 

It  is  possible  to  explain  the  benefit  derived  from  splenectomy  with- 
out the  hypothesis  of  abnormal  formation  of  hemolysins  in  this  or- 
gan. The  extensive  researches  of  Pearce  and  his  associates  (70) 
have  shown  that  splenectomy  in  normal  dogs  results  in  a  marked  re- 
duction in  the  hemolytic  processes,  so  that  jaundice  is  much  more 
difficult  to  produce  with  hemolytic  agents  than  in  the  unoperated 
animal.  This  is  partly  due  to  the  fact  that  normally  by  far  the  greater 
part  of  hemolysis  takes  place  in  the  spleen;  after  splenectomy  the 
other  portions  of  the  hemolytic  system,  the  lymph  nodes,  the  stellate 
or  Kupffer  cells  of  the  liver,  and  the  bone  marrow,  are  unable  to  com- 
pensate to  any  marked  degree  for  the  loss  of  the  spleen.  Partly  it  is 
due  to  a  mechanical  factor,  as  indicated  in  the  work  of  Krumbhaar, 
Musser  and  Peet  (49) ;  the  hemoglobin  reaches  the  liver  after  splenec- 


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364  WILDER  TILESTON 

tomy  in  a  more  dilute  form,  because  it  comes  by  way  of  the  general 
circulation  instead  of  through  the  splenic  vein.  The  liver  is,  there- 
fore, able  to  handle  the  hemoglobin  and  to  excrete  it  as  bile  pigment 
without  the  production  of  jaundice.  A  third  factor  in  the  difficulty 
of  causing  jaundice  in  the  splenectomized  is  the  increased  resistance 
of  the  red  cells  which  is  uniformly  present  after  removal  of  the  spleen 
in  the  normal  animal;  apparently  this  does  not  hold  good  for  hemo- 
lytic jaundice  in  man. 

To  sum  up,  our  present  knowledge  indicates  that  the  diminished 
resistance  of  the  red  cells  is  the  leading  factor  in  the  causation  of 
hemolytic  jaundice  in  so  far  as  the  congenital  type  is  concerned.  It 
is  possible  that  the  same  explanation  applies  to  the  acquired  type 
also.  Cases  with  normal  resistance  to  hypotonic  salt  solutions  might 
be  accounted  for  by  the  assumption  of  abnormal  fragility  of  a  differ- 
ent sort,  as  indicated  by  the  work  of  Hijmans  van  den  Bergh  (41), 
who  demonstrated  in  his  case  increased  fragility  on  exposure  of  the 
red  cells  to  carbon  dioxide.  The  spleen  is  a  necessary  link  in  the 
chain  for  the  production  of  the  other  signs  of  the  disease,  and  it  is 
possible  that  its  function  is  perverted,  but  that  has  not  been  proven 
as  yet. 

The  pathology,  diagnosis  and  treatment  of  the  two  types  will  be 
considered  together. 

Clinical  picture 

The  jaundice.  This  is  usually  the  first  symptom  noted,  and  may 
be  present  from  birth,  or  first  attract  attention  in  childhood  or  early 
youth;  exceptionally  it  does  not  occur  until  the  age  of  25,  as  in  the 
case  of  Benjamin  and  Sluka  (6).  In  well  marked  instances  the 
sclerae  are  of  a  lemon-yellow  color,  and  the  skin  of  the  body  is  dis- 
tinctly yellow,  while  the  face  may  be  of  a  peculiar  buff  color  which  is 
quite  characteristic.  The  greenish  tint  seen  in  long-standing  com- 
plete obstruction  of  the  bile  ducts  is  never  present.  The  jaundice 
may  be  so  slight  as  to  be  apparent  only  on  careful  scrutiny.  It 
varies  in  intensity  from  time  to  time,  often  being  increased  by  fatigue, 
emotion,  exposure  to  cold,  during  pregnancy,  and  particularly  at  the 
time  of  crises. 

Exceptionally  jaundice  may  be  lacking,  as  in  the  family  reported 
by  Ward  (89),  in  which  the  mother  and  maternal  uncle  showed  mas- 


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HEMOLYTIC  JAUNDICE  365 

sive  splenomegaly  and  anemia,  but  no  jaundice,  while  the  child  showed 
jaundice  but  no  enlargement  of  the  spleen.  Gotzky  and  Isaac  (34) 
encountered  a  family  in  which  the  grandmother  and  father  were 
jaundiced,  while  the  three  children  were  anemic  with  enlarged  spleen 
and  increased  fragility,  but  no  icterus.  Occasionally,  as  in  the  family 
described  by  Poynton  (74)  the  jaundice  is  recurrent,  and  between 
attacks  there  are  anemia  and  splenic  tumor  without  icterus. 

The  spleen.  The  presence  of  splenic  tumor  constitutes  one  of  the 
most  striking  features  of  the  disease.  Its  size  corresponds  roughly 
to  the  severity  and  duration  of  the  condition;  in  well  marked  instances 
it  reaches  to  the  umbilicus  or  even  to  the  lowest  part  of  the  abdomen. 
During  the  crises  the  spleen  enlarges  rapidly,  and  there  is  apt  to  be 
pain  in  the  left  hypochondrium.  The  splenic  tumor  is  usually  dis- 
covered after  the  jaundice,  though  in  the  case  of  Schlecht  (81)  it  was 
noted  two  and  one-half  years  before  jaundice  appeared,  the  child 
being  under  medical  observation  all  this  time. 

In  a  few  instances,  otherwise  typical,  enlargement  of  the  spleen 
has  been  lacking.  It  was  so  in  two  brothers  and  a  sister  reported  by 
Pick  (71),  and  in  Pollak's  (72)  family,  in  which  the  mother,  jaundiced 
since  birth,  showed  no  splenic  tumor,  although  both  of  her  daughters 
had  large  spleens. 

The  blood.  A  moderate  anemia  with  counts  varying  from  3,000,000 
to  4,500,000  is  the  rule,  but  in  severe  crises  there  may  be  a  great  de- 
struction of  red  cells,  as  in  Thursfield's  case  (84),  with  1,000,000. 
Guinon,  Rist  and  Simon  (37)  on  the  other  hand  have  reported  a 
case,  the  classification  of  which  is  doubtful,  in  which  there  were  jaun- 
dice and  splenomegaly,  but  the  resistance  was  increased  and  there 
was  a  transitory  polyglobulia  of  7,600,000. 

The  hemoglobin  is  usually  proportionately  reduced,  so  that  the 
color  index  is  about  one.  In  this  respect  the  picture  resembles  per- 
nicious anemia,  but  it  has  been  suggested  that  the  high  hemoglobin 
reading  is  apparent  rather  than  real,  being  due  to  the  dark  color  of 
the  serum.  The  average  size  of  the  red  cells  is  usually  decreased; 
there  are  considerable  anisocytosis  and  polychromia,  but  poikolocy- 
tosis  and  stippling  are  unusual.  Normoblasts  are  often  present  in 
small  numbers,  while  megaloblasts  are  rarely  met  with. 

The  chief  interest,  however,  lies  in  the  decreased  resistance  of  the 
red  cells  to  various  hemolyzing  agents,  but  especially  to  hypotonic 


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366  WILDER  TTLESTON 

salt  solutions.  This  feature  has  been  found  in  almost  all  of  the  re- 
ported cases,  but  like  the  other  cardinal  signs  of  this  disease,  it  is 
occasionally  lacking,  as  in  the  cases  of  Claus  and  Kalberlah  (21), 
Lommel,  (52)  and  Cade  (12)  while  in  that  of  Widal  and  Ravaut  (101), 
the  resistance  was  actually  increased.  It  has  been  noted  that  the 
resistance  may  be  normal  at  one  time  and  decreased  at  another,  es- 
pecially during  acute  infections  (Renaux,  75).  In  this  connection 
the  importance  of  technic  should  be  emphasized,  for  if  the  sodium 
chloride  is  not  thoroughly  desiccated,  too  high  figures  will  be  obtained. 

In  most  cases  both  the  minimum  and  the  maximum  resistance  are 
decreased,  hemolysis  often  beginning  at  0.60  per  cent  and  being  com- 
plete at  0.40  per  cent,  the  normal  figures  being  0.44  to  0.48  per  cent 
for  the  former,  and  0.30  per  cent  for  the  latter.  Sometimes  only  the 
minimum  resistance  is  affected.  Usually  the  results  are  the  same 
with  whole  blood  and  with  washed  corpuscles,  though  some  observers 
have  found  lower  figures  with  the  latter.  For  the  technic  the  reader 
is  referred  to  Pearce  (70),  page  273,  and  to  Kolmer  (48). 

The  resistance  has  also  been  found  to  be  decreased  to  other  hemo- 
lytic agents,  such  as  anti-human  hemolytic  serum,  cobra  venom,  and 
sometimes  to  saponin.  Bittorf  (9)  showed  that  the  resistance  to 
acids  was  decreased;  Grote  (35)  confirmed  this  and  found  the  same 
to  obtain  for  alkalies.  Widal  and  others  have  noted  that  the  red  cells 
were  hemolyzed  by  contact  with  normal  sera,  which  did  not  hemolyze 
red  cells  derived  from  other  persons. 

Reticulation  of  the  red  cells  is  present  to  a  degree  met  with 
in  no  other  disease.  This  phenomenon  consists  in  a  net-work 
within  the  red  cell,  brought  out  by  the  so-called  "vital"  methods  of 
staining,  and  especially  well  by  brilliant  cresyl-blue.  This  feature 
of  hemolytic  jaundice  was  first  noted  by  Chauffard  (15),  who  called 
it  granular  degeneration.  This  name  should  be  dropped,  as  leading 
to  confusion  with  the  granular  degeneration  of  Grawitz,  or  stippling, 
with  which  it  has  nothing  to  do.  These  reticulated  or  "skeined" 
cells  occur  in  normal  blood  in  small  numbers,  from  0.5  to  1  per  cent, 
and  in  other  forms  of  anemia  up  to  about  three  per  cent,  while  in 
hemolytic  jaundice  they  make  up  from  10  to  20  per  cent  of  the  whole, 
and  in  the  acquired  type  even  up  to  50  per  cent.  They  are  usually 
regarded  as  a  sign  of  regeneration  of  the  blood,  as  young  cells  that 


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HEMOLYTIC  JAUNDICE  367 

have  reached  the  circulation  in  an  immature  state.  It  has  been 
suggested  that  they  are  less  resistant  than  normal  cells,  but  this  has 
been  found  not  to  be  the  case. 

The  white  cells  show  no  constant  variations,  being  usually  normal 
in  number,  sometimes  increased,  and  sometimes  diminished.  Some 
observers  have  noted  a  polynuclear  leucocytosis  at  the  time  of  crises, 
in  contrast  to  the  increased  leucopenia  which  recurs  at  such  times  in 
pernicious  anemia,  but  this  is  not  a  constant  finding.  The  differen- 
tial count  is  about  normal,  with  a  tendency  toward  increase  of  the 
polynuclears.  Exceptionally  a  few  myelocytes  are  seen.  Lommel 
(52)  reported  a  very  unusual  case  in  which  myeloblasts  were  found 
during  pregnancy  in  large  numbers  (65  per  cent),  but  disappeared 
after  the  induction  of  abortion. 

The  serum  is  almost  always  highly  colored,  owing  to  the  presence  of 
bilirubin.  Urobilin  has  usually  been  reported  absent,  but  according 
to  Guillain  and  Troisier  (36)  may  be  found  if  tested  for  by  the  deli- 
cate method  of  Grigaut.  The  freezing  point  has  been  found  to  be 
markedly  lowered,  which  indicates  an  increased  molecular  concen- 
tration of  the  blood.  Troisier  (86)  explains  this  as  a  result  of  diffusion 
of  the  salts  of  the  red  corpuscles  into  the  plasma. 

The  presence  of  signs  pointing  to  increased  hemolysis  naturally  led 
to  a  search  for  hemolysins  in  the  blood,  but  these  have  been  found  to 
be  almost  invariably  absent  in  the  congenital  type.  This  subject 
will  be  dealt  with  more  fully  later,  under  the  acquired  type. 

Hemagglutinins  likewise  are  very  rarely  encountered. 

The  urine.  The  urine  is  high  colored,  owing  to  an  increase  of  uro- 
chrome,  the  normal  urinary  pigment.  Bile  pigment  is  almost  in- 
variably absent,  being  noted  only  as  a  transitory  phenomenon  in  some 
cases  at  the  time  of  crises  of  deglobulization.  Bile  salts  are  also 
absent.  Urobilin  and  urobilinogen  on  the  other  hand  are  very  con- 
stantly present,  being  absent  only  in  cases  of  slight  intensity.  Other 
pigments  derived  from  hemoglobin,  such  as  hematoporphyrin,  are 
absent.    Albumin  and  sugar  are  not  found  in  uncomplicated  cases. 

The  stools:  The  feces  are  never  clay-colored,  but  as  a  rule  are  highly 
colored,  and  show  quantitatively  a  marked  increase  of  urobilin.  For 
example,  Eppinger  (27)  found  in  one  case  a  total  daily  excretion  of  3 
grams,  the  normal  being  given  as  0.15  gram.     This  he  calculates 


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368  WILDER  THESTON 

amounts  to  the  destruction  (and  renovation)  of  the  entire  blood  in 
the  space  of  two  days! 

Metabolism.  Complete  studies  have  been  made  by  McKelvy  and 
Rosenbloom  (54)  by  Goldschmidt,  Pepper  and  Pearce  (33),  and  by 
Denis  (24).  The  fat  metabolism  was  normal,  both  as  regards  absorp- 
tion and  fat-splitting.  The  elimination  of  iron  was  markedly  in- 
creased; this  is  to  be  attributed,  as  is  the  increased  urobilin  excre- 
tion, to  the  excessive  destruction  of  red  cells.  With  regard  to  nitro- 
gen, McKelvy  and  Rosenbloom  found  a  negative  balance,  due,  they 
believed,  to  a  toxic  destruction  of  protein,  while  Goldschmidt  and 
Denis  obtained  positive  balances. 

The  excretion  of  endogenous  uric  acid  was  found  much  increased 
by  Tileston  and  Griffin  (85),  and  high  values  were  reported  also  by 
the  above-mentioned  writers  and  by  Kahn  (46). 

McKelvy  and  Rosenbloom  (55),  in  a  second  paper,  reported  a 
considerable  loss  of  cholesterin  in  the  feces,  the  output  exceeding  the 
intake  by  7  grams  in  a  five-day  period. 

The  cholesterol  of  the  blood  is  of  interest,  owing  to  the  relation  of 
this  substance  to  hemolysis.  According  to  Windaus  (104),  the  in- 
hibitory effect  on  hemolysis  is  exerted  only  by  free  cholesterol,  not 
by  the  estets.  The  older  publications  are  not  of  great  value,  owing 
to  the  lack  of  accurate  methods.  Chauffard,  La  Roche,  and  Grigaut 
(16)  reported  normal  figures,  as  contrasted  with  an  increase  in  ob- 
structive jaundice.  Studies  by  the  more  exact  method  of  Windaus 
(105)  and  of  Bloor  (10)  by  which  both  free  cholesterol  and  esters  are 
determined,  have  been  made  in  a  few  instances.  Thus  Medak  (58) 
in  one  case  found  a  low  value  for  free  cholesterol,  which  increased 
after  splenectomy,  mainly  at  the  expense  of  the  esters.  King  (47), 
however,  reported  a  normal  amount  in  his  second  case  (his  first  case 
appears  to  have  been  the  same  patient  as  Medak's).  In  two  un- 
published cases  studied  by  the  writer  no  important  variations  from 
the  normal  were  found. 

Complications.  The  complication  with  cholelithiasis  is  so  fre- 
quent that  it  might  almost  be  considered  a  part  of  the  disease.  In  no 
other  condition  do  gall  stones  occur  with  such  frequency,  being 
present  in  58  per  cent  of  the  cases  operated  on  by  W.  J.  Mayo  (57). 
It  is  therefore  natural  to  attribute  lie  attacks  of  pain  in  the  right 


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HEMOLYTIC  JAUNDICE  369 

hypochondrium,  which  are  of  frequent  occurrence,  to  this  cause. 
Occasionally,  however,  attacks  of  hepatic  pain  occur  in  connection 
with  crises,  and  may  be  due  simply  to  the  overloading  of  the  liver 
with  the  products  of  blood  destruction. 

Gout  has  been  reported  by  Murchison  (65),  in  two  of  the  families 
of  Tileston  and  Griffin  (85),  and  in  a  few  other  cases.  While  it  may 
be  only  a  coincidence,  it  is  also  possible  that  the  long-continued  in- 
creased uric  acid  production  might  be  a  factor  predisposing  to  gout. 
The  latter  differs  from  hemolytic  jaundice  in  that  the  elimination  of 
uric  acid  is  diminished  instead  of  increased. 

II.  THE    ACQUIRED    TYPE 

Classification 

Acquired  hemolytic  jaundice  is  divided  by  the  French  writers 
into  two  groups:  first,  the  cryptogenetic  and  second,  the  secondary. 
To  these  a  third,  the  hemolysinic  icterus  of  Chauffard  and  Vincent 
(19),  is  sometimes  added. 

Etiology 

The  cryptogenetic  group,  as  the  name  implies,  is  of  unknown 
causation.  The  secondary  variety  occurs  in  the  course  of  a  number 
of  diseases,  chiefly  infections. 

Syphilis.  Cases  of  florid  lues  in  the  secondary  stage,  associated 
with  the  syndrome  of  hemolytic  jaundice  have  been  reported  by 
Gaucher  and  Giroux  (30),  de  Beurmann  Bith  and  Cain  (7),  and  by 
Nicolas  (66).  The  resistance  was  decreased  in  all.  The  striking 
feature  is  that  all  were  cured  of  their  hemolytic  jaundice  by  anti- 
syphilitic  treatment.  In  the  case  of  Sabl6  and  Darrel  (78)  heredi- 
tary syphilis  with  active  bone  lesions  was  the  cause  of  similar 
symptoms,  which  promptly  disappeared  under  treatment  with  ars- 
phenamin.  These  facts  contrast  strongly  with  the  negative  results 
obtained  by  anti-syphilitic  treatment  in  cases  of  the  congenital  type 
in  which  syphilis  is  present. 

Malaria.  Sacqu6p6e  (79)  and  others  have  described  cases  of 
hemolytic  jaundice  appearing  at  the  time  of  the  acute  attack  in 
malaria,  and  cured  by  quinine;  the  type  of  parasite  present  was  not 


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370  WILDER  TILESTON 

specified.  Such  cases  present  analogies  with  malarial  hemoglobin- 
uria or  black-water  fever. 

Tuberculosis.  Landouzy  (50)  has  reported  a  case  occuring  in  the 
"third  stage"  of  this  disease. 

Other  infections.  The  syndrome  of  hemolytic  jaundice  has  been 
observed  by  Sacqu6p6e  (80)  in  connection  with  streptococcus  septi- 
cemia, disappearing  during  convalescence.  Lewin  (51)  found  it 
dating  from  attacks  of  paratyphoid  fever  and  dysentery,  but  in  his 
cases  the  condition  did  not  disappear  with  recovery  from  the  acute 
infection,  but  became  chronic.  Widal,  Lemierre  and  others  (100) 
have  described  a  remarkable  case  of  septicemia  due  to  the  gas  bacillus 
(B.  aerogenes  capsulatus)  with  hemoglobinemia  and  hemoglobinuria. 
In  this  case  the  hemolysis  could  be  demonstrated  as  directly  due  to 
the  action  of  a  hemolysin  secreted  by  the  bacteria,  for  cultures  hemo- 
lyzed  blood  very  rapidly  in  vitro,  a  very  exceptional  phenomenon  for 
this  bacillus. 

A  case  in  which  a  toxic  origin  seems  probable  is  that  of  Widal, 
Abrami  and  Brul6  (98),  in  which  the  disease  appeared  following  proc- 
titis and  ischio-rectal  abscess,  and  got  worse  with  the  development 
of  a  stricture  of  the  rectum;  the  hemolytic  syndrome  disappeared 
within  a  few  days  after  the  relief  of  the  stricture  by  making  an 
artificial  anus.  The  patient  remained  well  so  long  as  the  artificial 
anus  functioned,  but  would  have  minor  hemolytic  attacks  as  soon 
as  it  became  plugged. 

Pregnancy.  Roque,  Chalier  and  Cordier  (76)  report  a  case  asso- 
ciated with  the  toxemia  of  pregnancy.  The  usual  signs  of  hemolytic 
jaundice  were  present,  including  diminished  resistance  and  auto- 
agglutination,  and  in  addition  there  were  multiple  hemorrhages  into 
the  skin  and  mucous  membranes.  The  patient  was  eight  and  one- 
half  months  pregnant  and  showed,  as  evidence  of  toxemia  of  preg- 
nancy, general  edema,  amaurosis,  neuroretinitis  and  albuminuria. 
Recovery  ensued  after  the  birth  of  a  dead  child. 

Cirrhosis  of  the  liver.  The  association  with  cirrhosis  has  been  noted 
by  Mouisset,  Chalier  and  Nov6-Josserand,  (64),  Chevallier  and  Tom- 
kine  (20)  Eppinger  (27)  and  a  few  others.  Hemolytic  jaundice  occurs 
in  both  the  periportal  and  the  biliary  types;  the  liver  is  almost  always 
enlarged,  and  the  spleen  more  so  than  is  usual  in  ordinary  cirrhosis. 


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HEMOLYTIC  JAUNDICE  371 

It  is  to  be  regarded  as  a  complication  of  the  cirrhosis  and  is  frequently 
a  terminal  event,  being  in  that  case  usually  associated  with  infectious 
processes  and  the  hemorrhagic  diethesis. 

A  remarkable  case  was  reported  by  Mosse  (62),  in  which  there 
was  marked  polyglobulia  with  cyanosis,  splenomegaly  and  acholuric 
jaundice.  The  resistance  was  not  tested.  The  autopsy  disclosed 
cirrhosis  of  the  liver. 

Carcinoma.  Widal  and  Joltrain  (99)  observed  hemolytic  jaundice 
in  a  case  of  carcinoma  of  the  bladder  with  abundant  hematuria. 

Leukemia.  In  Gaisbdck's  (29)  case  of  acute  lymphatic  leukemia 
the  hemolytic  syndrome,  with  marked  diminution  in  resistance,  was 
a  striking  feature. 

Pathogenesis 

In  the  case  of  the  secondary  form,  the  pathogenesis  is  probably  dif- 
ferent from  that  of  the  congenital  type.  When  it  occurs  in  connec- 
tion with  acute  infections,  the  condition  may  be  due  to  the  action 
of  bacterial  hemolysins,  and  in  the  other  instances  a  toxic  origin  seems 
probable. 

The  pathogenesis  of  the  idiopathic  variety,  however,  is  probably 
similar  to  that  of  the  congenital  form.  There  is  one  feature  that 
differs  and  that  required  detailed  discussion,  namely  the  presence  of 
hemolysins  in  the  serum.  This  has  been  noted,  almost  exclusively 
in  the  acquired  form,  by  a  number  of  observers,  chiefly  French.  They 
have  been  chiefly  isolysins,  i.e.,  the  serum  hemolyzes  the  red  cells  of 
other  persons,  but  not  those  of  the  patient.  This  is  an  interesting 
observation,  but  hardly  explains  the  occurrence  of  hemolysis  in  the 
patient.  The  value  of  this  work  is  considerably  impaired  by  the 
fact  that  isolysins  have  been  found  in  normal  persons,  Moss  (61) 
reporting  them  in  no  less  than  23  per  cent.  Troisier  (36),  however, 
with  the  technic  employed,  found  them  in  only  4  per  cent  of  125  cases 
of  diseases  other  than  hemolytic  jaundice. 

Chauffard  and  Vincent  (19)  have  set  up  a  separate  type,  the  so- 
called  hemolysinic  icterus,  in  which  isolysins  are  present  in  the  serum, 
and  the  resistance  of  the  red  cells  is  normal:  a  fair  number  of  cases 
coming  within  this  category  has  been  reported.  On  account  however 
of  the  fact  that  intermediate  forms  are  met  with,  showing  both  isoly- 


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372  WILDER  TILESTON 

sins  and  diminished  resistance  (Chauffard,  Troisier  and  Girard,  (18)), 
and  because  of  the  occurrence  of  isolysins  in  health,  it  seems  best  not 
to  separate  these  cases. 

The  presence  of  autohemolysins  on  the  other  hand  is  always  patho- 
logical. They  have  been  reported  in  hemolytic  icterus  by  three  ob- 
servers only.  In  the  case  of  Chauffard  and  Vincent  (19)  in  which 
there  were  hemaglobinuria  and  hemoglobinemia,  there  was  slight 
additional  hemolysis  on  mixing  the  patients  serum  with  his  own 
corpuscles.  In  view  of  the  fact  that  clear  serum  could  not  be  ob- 
tained for  the  test,  there  is  a  possibility  of  error. 

Roth  (77)  reported  an  interesting  phenomenon  in  a  case  of  perni- 
cious anemia,  in  which  autolysins  were  apparently  present.  It  was 
found  however  that  the  patient's  red  cells  were  hemolyzed  by  the 
sera  of  fifty  other  patients,  some  of  which  sera  were  hemolytic  only 
for  the  red  cells  of  the  patient.  He  concludes  that  the  hemolysis  was 
due  not  to  the  presence  of  autolysin,  but  to  injury  to  the  red  corpus- 
cles, so  that  hemolysis  occurred  with  the  isolysins  which  are  probably 
present  to  a  greater  or  less  degree  in  all  sera.  He  points  out  that 
these  tests  were  not  made  in  the  case  of  Chauffard  and  Vincent. 

Beckmann  (5),  however,  reported  two  cases  (one  congenital  and 
one  acquired)  in  which  the  objection  of  Roth  was  met.  The  hemoly- 
sis however,  was  but  slight,  so  that  there  is  a  possibility  of  an  error 
in  technic. 

Ludke  (53)  has  recently  published  some  interesting  observations, 
which  if  confirmed,  would  go  far  to  establish  the  rdle  of  hemolysins 
in  hemolytic  jaundice.  Out  of  four  cases  (two  of  each  variety)  he 
found  autolysins  present  in  two  (one  congenital,  one  acquired),  but 
only  during  crises.  Both  of  these  cases  showed  slight  hemaglobinuria 
during  crises.  All  four  showed  the  presence  of  isolysins.  The  test 
was  made  by  mixing  the  patient's  clear  serum  with  the  patient's 
washed  corpuscles  and  adding  complement  (amount  and  kind  not 
stated).  The  fact  that  autolysins  were  found  during  crises,  but  were 
regularly  absent  during  the  intervals,  would  seem  to  point  to  some  j 

causal  relationship  between  the  two. 

Llidke  was  apparently  able  to  obtain  experimental  confirmation 
of  his  findings.  He  made  dogs  anemic  by  bleeding  and  then  inject- 
ing red  corpuscles  from  the  same  dog.    After  a  single  injection  both 


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HEMOLYTIC  JAUNDICE  373 

auto  and  isolysins  appeared  in  nine  of  eleven  experiments.  The  sple- 
nic extracts  of  such  dogs  showed  a  strong  hemolytic  action  on  their 
own  corpuscles.  The  splenic  extract  from  dogs  showing  the  presence 
of  hemolysins,  when  injected  intravenously  into  healthy  dogs,  caused 
a  marked  anemia  with  diminished  resistance,  while  the  extract  of 
spleens  from  healthy  dogs  had  no  such  effect.  He  concludes  from 
these  experiments  that  hemolysins  may  be  elaborated  in  the  spleen. 

It  is  impossible  to  form  a  judgment  of  Lttdke's  work  without  further 
details,  which  he  promises  to  supply  in  a  later  publication.  It  should 
be  noted  however,  that  his  cases  were  peculiar  in  that  the  Donath- 
Landsteiner  test  was  positive  in  both,  while  other  observers  have  found 
this  test  constantly  negative.  The  demonstration  of  autolysins  is 
difficult,  and  a  standard  technic  has  not  yet  been  developed. 

Hemagglutinins.  Isoagglutinins  have  been  shown  in  some  cases 
of  both  types.  Since,  however,  no  attention  has  been  paid  to  the 
presence  of  normal  agglutinins,  which  Moss  (61)  has  shown  to  be 
present  in  89  per  cent  of  healthy  individuals,  this  work  is  without 
value.  It  is  much  to  be  desired  that  in  future  the  agglutination* 
group  to  which  the  patient  belongs  should  be  determined,  according 
to  the  method  of  Moss. 

The  presence  of  autoagglutinins9  however,  is  always  pathological, 
and  is  rarely  met  with  outside  of  hemolytic  jaundice.  It  has 
considerable  theoretical  as  well  as  practical  importance,  since  agglu- 
tination is  considered  by  many  to  be  a  preliminary  step  in  the  process 
of  hemolysis. 

Clinical  picture 

The  acquired  type  is  much  less  frequent  than  the  congenital,  and 
as  described  by  Widal  (96)  differs  from  it  in  several  important  respects. 

The  clinical  course  is  more  severe,  ending  not  uncommonly  in 
death.  The  anemia  is  more  marked,  the  average  red  count  according 
to  Krumbhaar  (70,  page  258)  being  2,000,000,  against  3,300,000  for 
the  congenital  form.  Counts  of  1,000,000  or  below  are  no  rareties. 
The  crises  of  deglobulization  are  more  marked,  and  give  to  the  dis- 
ease a  very  chequered  picture.  The  regeneration  is  at  times  extra- 
ordinarily rapid,  as  in  Pollitzer's  case  (73),  where  the  count  rose  in 
thirty  days  from  640,000  to  4,000,000.  The  jaundice  is  often  less 
marked  than  in  the  congenital  type  and  may  be  lacking. 

MBDICINK,  TOL.  I,  NO.  2 


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374  WILDER  TILESTON 

The  resistance  of  the  red  cells  is  less  constantly  diminished,  and 
to  a  lesser  degree.  Widal  states  that  in  this  type  the  resistance  is 
normal  with  whole  blood,  and  diminished  with  washed  corpuscles, 
but  further  experience  has  shown  that  this  does  not  always  obtain. 
Hijmans  van  den  Bergh  (41)  has  described  an  interesting  case  in 
which  the  resistance  was  normal  to  salt  solution,  but  hemolysis  oc- 
curred if  a  mixture  of  the  patient's  corpuscles  and  normal  serum  was 
placed  in  an  atmosphere  of  carbon  dioxide.  The  same  occurred  with 
a  mixture  of  the  patient's  corpuscles  and  his  own  serum,  but  never 
in  the  case  of  normal  corpuscles.  He  concludes  that  a  special  form 
of  fragility  was  present. 

Widal,  Abrami  and  Brute  (96)  have  described  the  presence  of  a 
phenomenon,  auto-agglutination  of  the  red  cells,  which  is  almost 
constantly  absent  in  the  congenital  type.  Liidke  (53)  alone  has 
reported  its  occurrence  in  the  latter.  It  is  tested  for  by  mixing  in  a 
watch  glass  one  drop  of  the  patient's  corpuscles  with  ten  drops  of 
his  own  serum,  and  letting  the  mixture  stand  fifteen  minutes  at  room 
temperature.  The  red  cells  become  agglutinated  into  a  dense  pedicle 
which  cannot  be  broken  up  by  shaking.  The  results  may  be  con- 
firmed by  microscopical  examination.  They  state  that  auto-agglu- 
tination was  present  in  all  their  acquired  cases,  but  never  in  the 
congenital  type,  or  in  other  diseases.  Other  authors,  however, 
have  reported  less  constant  results,  e.g.,  Biffis  (8)  found  the  test  posi- 
tive in  only  one  of  five  cases. 

There  are  in  the  literature  a  number  of  border-line  cases  between 
acquired  hemolytic  jaundice  and  pernicious  anemia,  such  as  those  of 
Widal  and  Weissenbach  (102)  Weber  (90)  and  case  II  of  Biffis.  Here 
with  diminished  fragility  of  the  red  cells  and  jaundice,  some  or  all 
of  the  signs  of  pernicious  anemia  were  present,  and  it  is  a  question 
whether  they  should  be  classified  as  pernicious  anemia  with  jaundice, 
or  as  a  pernicious  type  of  hemolytic  jaundice.  It  should  be  noted 
that  in  pernicious  anemia  the  resistance  is  almost  always  normal  or 
increased.  The  writer  has  recently  encountered  a  similar  case  (un- 
published) in  which,  with  increased  fragility  there  was  a  rapidly 
progressive  fatal  anemia,  without  jaundice.  The  color  index  was 
Low  and  the  average  diameter  of  the  red  cells  not  increased,  normo- 
blasts exceeded  megaloblasts  in  number,  but  the  autopsy  disclosed  a 


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HEMOLYTIC  JAUNDICE  375 

megaloblastic  bone  marrow  and  blood-forming  foci  in  the  liver  and 
spleen. 

Another  variation  from  the  usual  type  has  been  reported  quite 
often,  in  which  hemaglobinuria  is  a  prominent  feature.  This  may 
occur  over  long  periods  of  time,  as  in  case  V  of  Biffis,  or  in  a  fulminat- 
ing manner,  as  in  that  of  Chauffard  and  Vincent  (19).  The  Donath- 
Landsteiner  test  was  negative  in  all.  Hemoglobin  was  usually 
detected  in  the  serum  also. 

An  acute  case  of  acquired  hemolytic  jaundice  has  been  described 
by  Gaisbock  (29).  A  man  twenty-two  years  old  was  seized  acutely 
with  high  fever  and  rapidly  progressive  anemia,  with  death  at  the 
end  of  six  weeks,  after  a  single  remission.  There  was  constant  though 
slight  icterus;  the  spleen  was  not  enlarged,  except  slightly  during  the 
remission.  The  blood  showed  the  following  signs:  The  red  count 
sank  to  500,000;  the  color  index  varied  between  0.6  and  1.3;  there 
was  microcytosis  with  numerous  normoblasts;  leucopenia  was  present. 
The  minimum  resistance  was  much  decreased  while  the  maximum 
was  increased.  The  autopsy  showed  a  normoblastic  bonemarrow, 
and  blood-forming  foci  in  the  liver  and  spleen  with  increased  pigment 
in  the  latter.  Such  a  case  may  be  considered  as  simply  a  more  malig- 
nant form  of  the  disease,  in  which  death  has  occurred  early  during  a 
crisis  of  deglobulization. 

The  question  of  the  unity  of  the  two  types  (congenital  and  acquired) 
may  be  considered  at  this  point.  In  favor  of  the  view  which  regards 
the  two  as  separate  entities  may  be  advanced  (a)  the  different  clini- 
cal picture  (b)  the  different  age  of  onset  (c)  the  lack  of  familial  or 
hereditary  influences,  (d)  the  different  etiology.  As  regards  the  first 
point,  it  should  be  noted  that  a  number  of  congenital  cases  have 
been  reported  that  have  resembled  clinically  the  acquired  type, 
with  grave  crises  and  very  low  blood  counts,  while  on  the  other 
hand  some  acquired  cases,  like  these  of  Biffis  (8)  have  shown  an  evei\ 
course  without  periodic  attacks,  thus  resembling  the  congenital  type. 
The  more  marked  fragility  in  the  congenital  type  is  by  no  means  a 
constant  difference,  and  even  the  presence  of  autoagglutination  has 
been  noted,  though  rarely,  in  the  congenital  type,  as  by  Ludke  (53). 

The  resemblance  of  the  clinical  picture  in  the  two  types  may  be  so 
strong  that  cases  reported  at  first  as  acquired  have  been  shown  later, 


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376  WILDES.  TILESTON 

by  the  discovery  of  cases  among  the  relatives,  to  belong  to  the  con- 
genital group,  as  in  Hayem's  case  (40).  In  one  of  Giffin's  cases 
(31)  the  finding  of  increased  fragility  in  the  mother,  though  she  was 
free  from  symptoms,  was  the  only  sign  leading  to  the  correct  inter- 
pretation. 

The  age  at  onset  is  an  unreliable  criterion,  it  being  by  no  means 
uncommon  to  have  the  congenital  type  begin  in  the  second  decade 
or  even  somewhat  later.  Cases  beginning  after  thirty,  however,  and 
these  form  a  minority  of  the  cases  reported  as  acquired,  apparently 
never  show  any  evidence  of  a  hereditary  factor. 

The  third  point,  the  lack  of  hereditary  influences,  is  not  of  much 
value  as  a  distinguishing  sign.  For  many  of  the  hereditary  diseases, 
such  as  progressive  muscular  dystrophy,  occur  at  times  in  only  one 
member  of  a  family.  The  fact,  however,  that  in  cases  of  the  acquired 
type  recovery  may  occur  constitutes  an  important  difference. 

The  most  valid  reason,  however,  for  separating  the  two  types 
appears  to  rest  in  the  etiology.  For  while  the  cause  of  the  congenital 
type  remains  obscure,  in  many  of  the  acquired  cases  the  treatment  of 
some  associated  condition,  such  as  lues,  malaria,  a  stricture  of  the 
intestine,  has  resulted  in  a  cure  of  the  jaundice.  This  is  never  the 
case  in  the  congenital  type,  even  in  those  rare  cases  accompanied  by 
hereditary  syphilis. 

To  sum  up,  it  is  best  for  the  present  to  distinguish  a  congenital 
and  an  acquired  type.  But  it  will  be  safer  to  consider  all  cases  as 
congenital  unless  it  can  be  shown  that  they  belong  to  the  secondary 
group,  with  undoubted  relation  to  some  infection,  intoxication,  or 
malignant  disease,  or  unless  they  begin  late  in  life,  after  the  third 
decade. 

PATHOLOGY  OF  HEMOLYTIC  JAUNDICE 

Our  knowledge  of  the  pathology  has  been  derived  partly  from  au- 
topsy reports,  partly  from  the  examination  of  excised  spleens.  Since 
no  differences  have  been  found  between  the  congenital  and  the  ac- 
quired types,  the  two  may  be  considered  together. 

The  spleen.  The  gross  appearances  are  as  follows:  The  organ  is 
greatly  enlarged,  the  average  weight  of  12  excised  spleens  being  1070 
grams  according  to  Giffin,  (31),  and  of  nine  spleens  at  autopsy  716 


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HEMOLYTIC  JAUNDICE  377 

grams.  The  capsule  is  often  thickened  and  there  may  be  adhesions 
to  the  diaphragm,  both  the  result  of  old  perisplenitis.  The  trabeculae 
are  not  thickened,  the  follicles  appear  few  and  small.  The  striking 
thing  is  the  marked  engorgement  with  blood,  Guizzetti  (38)  remark- 
ing that  the  organ  became  reduced  to  one  third  its  former  size  after 
the  blood  was  squeezed  out.  Infarction  has  been  noted  in  a  few 
cases,  in  the  absence  of  heart  disease. 

On  microscopic  examination  the  most  striking  thing  is  the  marked 
congestion.  This  may  be  general,  but  often  it  is  confined  to  the 
pulp  (or  "cords  of  Billroth"),  the  sinuses  being  empty.  This  pecu- 
liar distribution  of  the  congestion  was  first  noted  by  Vaquez  and 
Giroux  (88).  It  is  unusual  in  other  conditions;  in  chronic  passive 
hyperemia  for  example  the  sinuses  are  engorged. 

The  trabeculae  and  reticulum  show  no  marked  degree  of  thicken- 
ing. This  constitutes  an  important  point  of  distinction  from 
Banti's  disease. 

The  follicles  appear  fewer  because  they  are  widely  separated  owing 
to  the  congestion.  They  are  usually  normal  except  for  the  condition 
of  the  follicular  arterioles,  which  often  show  a  hyaline  thickening,  as 
described  by  Guizzetti  (38),  Sisto  (82)  and  others.  This  change  may 
be  found  also  in  the  arterioles  of  the  pulp,  but  to  a  lesser  degree.  A 
moderate  degree  of  fibrosis  of  the  follicles  is  sometimes  encountered. 

Pigment  is  present  in  the  organ  in  varying  amounts,  being  often 
very  abundant,  at  other  times  scanty,  or  even  absent,  as  in  the  case 
of  Goldschmidt,  Pepper  and  Pearce  (33) .  It  is  chiefly  within  endothe- 
lial cells  in  the  sinuses,  and  usually  gives  the  iron  reaction.  The 
amount  of  pigment  does  not  depend  entirely  on  the  duration  of  the 
disease,  for  Elliott  and  Kanavel  (26)  found  very  little  in  a  man  of 
fifty-seven  years,  jaundiced  since  birth.  Phagocytosis  of  red  cells 
is  sometimes  observed.  The  endothelial  cells  lining  the  sinuses  may 
be  changed  from  the  normal  flat  type  to  an  oval  shape,  as  noted  by 
Guizzetti  and  Sisto. 

Liver.  The  size  is  about  normal.  There  are  no  signs  of  cirrhosis, 
except  in  the  rare  cases  of  acquired  hemolytic  jaundice  secondary  to 
cirrhosis.  The  bile  ducts  are  always  normal,  except  where  changes 
due  to  gall  stones  have  occurred,  as  in  Sisto's  second  case  (82)  with 
marked  cholangitis  and  calculi  in  the  common  duct,  and  in  the  second 


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378  WILDER  TUESTON 

case  of  Tileston  and  Giffin  (85).  There  is  no  deposit  of  bile  pigment 
in  the  liver  cells.  Pigmentation  to  a  greater  or  less  degree  is  the  rule, 
being  absent  only  in  the  case  of  Marchiafava  and  Nazzari  (56).  It 
may  be  so  abundant  as  to  compare  with  that  of  hemachromotosis; 
as  in  an  unpublished  case  recently  seen  by  the  writer.  The  pigment 
occurs  in  the  form  of  coarse  brownish  granules,  which  usually  give 
the  iron  reaction.  It  is  situated  mostly  in  the  hepatic  cells,  especially 
at  the  periphery  of  the  lobules,  and  in  the  stellate  or  "Kupffer"  cells, 
though  some  may  occur  in  the  periportal  spaces.  Otherwise  there 
are  no  changes,  except  those  due  to  intercurrent  diseases.  Gall 
stones  are  present  in  a  little  over  50  per  cent  of  the  cases. 

Bone  marrow.  The  bone  marrow  of  the  long  bones  has  been  found 
red  and  in  a  very  active  state,  with  numerous  normoblasts  and  mye- 
locytes, in  all  the  cases,  with  the  exception  of  case  II  of  Sisto,  in 
which  the  anemia  was  not  marked.  Pigmentation  is  not  noted  in 
the  records. 

The  lymph  nodes.  Pigmentation  has  been  found  in  a  few  instances; 
in  the  writer's  unpublished  case  it  was  extreme,  the  pigment  being 
within  endothelial  cells  in  the  sinuses  and  giving  the  iron  reaction. 
Three  cases  have  shown  the  change  to  hemolymph  nodes,  with  con- 
gestion, phagocytosis  of  red  cells  and  pigmentation. 

Kidneys.  There  was  a  very  marked  siderosis  in  the  case  of  Min- 
kowski (60),  who  isolated  J  gram  of  iron  from  one  kidney;  also  in 
the  case  of  Marchiafava  and  Nazzari  (56),  and  to  a  lesser  degree  in 
that  of  Oettinger  (67).  The  pigment  is  chiefly  deposited  in  the  con- 
voluted tubules.  In  Marchiafava's  case  the  pigmentation  was  ex- 
clusively confined  to  the  kidneys,  and  the  urine  showed  casts  contain- 
ing hemaglobin.  This  variation  in  the  place  of  deposition  of  the 
pigment  is  interesting,  suggesting  that  in  such  cases  the  hemaglobin 
is  set  free  in  the  general  circulation  and  reaches  the  kidneys,  while 
as  a  rule  the  hemolysis  takes  place  in  the  spleen  and  the  pigment  is 
deposited  here,  or  is  transported  to  the  liver. 

To  sum  up,  the  spleen  shows  marked  congestion,  often  of  a  pe- 
culiar sort,  involving  the  pulp  but  not  the  sinuses.  The  reticulo- 
endothelial apparatus,  as  Aschoff  calls  it,  namely  the  endothelial 
cells  of  the  spleen,  liver,  bone  marrow  and  lymph  nodes,  shows  signs 


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HEMOLYTIC  JAUNDICE  379 

of  hemolytic  activity,  such  as  phagocytosis  of  red  cells  and  pigment 
deposit.  The  bone  marrow  shows  the  usual  change  from  fatty  to 
red  marrow,  as  met  with  in  most  severe  anemias. 

DIFFERENTIAL  DIAGNOSIS 

Since  most  of  the  cases  belong  to  the  congenital  type,  a  careful 
history,  with  special  inquiry  into  the  occurrence  of  jaundice  among 
the  relatives  is  of  the  greatest  importance.  The  history  of  crises 
with  pain  and  anemia  is  very  suggestive.  Any  case  of  chronic  non- 
obstructive jaundice,  with  or  without  enlargement  of  the  spleen, 
should  have  the  resistance  of  the  red  cells  tested,  and  if  this  is  low- 
ered, the  diagnosis  of  hemolytic  jaundice  is  practically  certain.  If 
the  resistance  is  normal,  this  does  not  exclude  the  diagnosis,  provided 
the  picture  is  otherwise  typical.  The  resistance  should  also  be  tested 
where  there  is  chronic  anemia  with  splenomegaly,  because  hemolytic 
anemia  without  jaundice  sometimes  occurs.  The  presence  of  a  con- 
siderable number  of  reticulated  red  cells,  e.g.,  over  4  per  cent,  is 
valuable  confirmatory  evidence.  The  other  important  signs  are 
anemia,  increased  urobilin  excretion,  the  absence  of  bile  pigment  in 
the  urine,  highly  colored  stools  and  splenomegaly.  Occasionally, 
however,  any  one  of  the  above  signs  may  be  absent,  and  the  diag- 
nosis must  rest  upon  the  clinical  picture  as  a  whole. 

In  general,  the  diagnosis  is  to  be  made  from  other  diseases  accom- 
panied by  jaundice,  diseases  with  splenomegaly  and  diseases  with 
anemia 

L  Diseases  with  jaundice 

Obstructive  jaundice.  This  is  excluded  by  the  increased  urobilin 
content  and  absence  of  decoloration  of  the  feces,  by  the  absence  of 
bile  pigment  and  bile  salts  from  the  urine,  and  by  the  absence  of 
fatty  stools.  The  resistance  of  the  red  cells  is  increased  rather  than 
diminished  in  obstructive  jaundice. 

Cholelithiasis.  This  is  the  most  frequent  source  of  error  in  diag- 
nosis, owing  to  the  fact  that  ho  less  than  sixty  per  cent  of  the  cases 
of  hemolytic  jaundice  are  complicated  by  gall-stones.  Many  pa- 
tients have  undergone  operation  on  the  gall  bladder,  under  the  mis- 
taken belief  that  the  jaundice  was  due  to  calculi.    It  should  be 


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380  WILDER  TELESTON 

borne  in  mind  that  in  disease  of  the  gall  bladder,  jaundice,  if  present, 
is  of  the  obstructive  variety,  and  that  splenic  tumor  is  absent  unless 
cholangitis  complicates  the  picture,  and  even  then  is  of  only  moder- 
ate proportions. 

Acute  infectious  diseases  with  jaundice.  In  yellow  fever  and  spiro- 
chetal jaundice,  icterus  constitutes  the  most  striking  feature.  In 
pneumonia  and  streptococcal  septicemia,  jaundice  is  not  infrequent. 
In  all  of  these  diseases  it  is  probably  hemolytic  in  origin.  Since  in 
such  cases  it  is  purely  symptomatic,  it  does  not  require  further  dis- 
cussion here. 

Familial  icterus  of  the  new-born.  This  is  a  very  rare  disease,  in 
which  several  children  of  a  family  are  seized  with  deep  jaundice  shortly 
after  birth,  and  usually  die  within  a  few  days  with  hemorrhages  and 
cerebral  symptoms.  The  etiology  is  obscure.  In  the  exceptional 
cases  of  recovery  the  jaundice  disappears,  so  that  confusion  with 
hemolytic  jaundice  should  not  arise.    It  is  not  an  hereditary  disease. 

2.  Diseases  with  splenomegaly 

Only  those  diseases  associated  with  chronic  enlargement  come  into 
question. 

Banti's  disease.  This  name  is  employed  instead  of  splenic  anemia 
as  being  more  precise.  Many  cases  of  hemolytic  jaundice  have  been 
mistaken  for  Banti's  disease,  for  the  two  have  several  points  in  com- 
mon. Banti's  disease  in  the  early  stage  is  excluded  by  the  presence 
of  jaundice  and  of  lessened  resistance  of  the  red  cells,  and  in  the  later 
stage  by  the  absence  of  indications  of  cirrhosis  of  the  liver.  Retic- 
ulated red  cells  are  not  abundant  in  Banti's  disease.  The  occurrence 
of  other  cases  in  the  family  clinches  the  diagnosis  of  hemolytic  jaundice. 

Gaucher' s  disease,  or  large-celled  splenomegaly.  This  rare  disease 
tends  to  occur  in  several  members  of  a  family,  usually  the  females, 
but  is  never  hereditary.  There  is  a  yellowish  discoloration  of  the 
skin,  but  true  jaundice  is  lacking,  and  so  far  as  known,  the  resistance 
of  the  red  cells  is  normal.  The  spleen  is  enormously  enlarged,  and 
the  liver  considerably.  A  moderate  anemia  of  the  secondary  type 
is  present.  Brill  and  Mandlebaum  (11)  have  called  attention  to  a 
yellowish  wedge-shaped  thickening  of  the  conjunctivae,  seen  on  both 
aides  of  the  cornea,  which  they  regard  as  diagnostic. 


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HEMOLYTIC  JAUNDICE  381 

Syphilis.  Syphilis  of  the  liver  may  be  accompanied  by  great 
enlargement  of  the  spleen,  but  jaundice  is  rare.  The  clinical  pic- 
ture may  resemble  that  of  Banti's  disease  so  closely,  that  the  diagnosis 
is  made  only  at  the  autopsy-table.  Occasionally,  as  noted  above, 
both  the  acquired  and  the  hereditary  forms  of  lues  may  lead  to  true 
hemolytic  jaundice  of  the  acquired  type,  which  is  curable  by  anti- 
syphilitic  treatment.  Or  again,  syphilis,  either  acquired  or  heredi- 
tary, may  occur  as  an  accidental  complication  of  the  congenital  type 
of  jaundice.  In  such  cases  the  finding  of  a  positive  Wassermann 
reaction  may  be  misleading,  but  the  results  of  a  resistance  test,  of 
anti-syphilitic  treatment,  and  the  possible  occurrence  of  jaundice  in 
other  members  of  the  family  will  lead  to  a  correct  diagnosis. 

Cirrhosis  of  the  liver.  The  late  stage  of  this  disease  is  readily  ex- 
cluded by  the  absence  of  ascites,  of  signs  of  collateral  circulation  and 
of  hemorrhage.  The  early  stages  of  cirrhosis  do  not  show  much  en- 
largement of  the  spleen,  nor  jaundice,  except  in  the  Hanot's  type, 
where  the  liver  is  much  enlarged,  while  in  hemolytic  jaundice  the 
size  is  normal  or  only  moderately  increased.  There  is  a  rare  juvenile 
form  of  cirrhosis,  described  by  Jollye  (44)  and  others,  which  may  be 
familial  and  hence  lead  to  difficulty.  The  growth  is  stunted,  the 
liver  is  greatly  enlarged  and  presents  the  lesions  of  biliary  cirrhosis. 
The  jaundice  is  of  the  obstructive  type,  the  resistance  presumably 
increased,  and  ascites  occurs  as  a  late  feature;  these  points  will  suffice 
for  diagnosis. 

In  cases  of  cirrhosis  with  an  unusual  degree  of  splenic  enlargement, 
the  possibility  of  a  superadded  hemolytic  jaundice  should  be  borne 
in  mind,  and  the  resistance  of  the  red  cells  and  the  urobilin  excretion 
measured. 

Malaria.  The  spleen  may  be  greatly  enlarged  in  chronic  malaria, 
but  in  the  absence  of  acute  attacks,  there  is  no  jaundice.  As  already 
noted,  the  syndrome  of  hemolytic  jaundice  has  been  observed  occa- 
sionally in  connection  with  acute  malaria,  in  which  case  plasmodia 
can  be  found  in  the  blood. 

Tropical  diseases  with  splenomegaly.  Kala-azar  has  in  common  with 
hemolytic  jaundice  the  splenomegaly  and  the  anemia.  There  is  no 
jaundice.  Periods  of  fever  alternate  with  periods  of  normal  tem- 
perature.   There  are  marked   leucopenia  and   lymphocytosis.    A 


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382  WILDER  TILESTON 

positive  diagnosis  is  made  by  finding  the  causative  organism,  Leish- 
mania  Donovani,  in  material  obtained  by  puncture  of  the  liver  or 
spleen.  There  is  also,  according  to  Castellani  and  Chalmers  (13) 
a  form  of  tropical  splenomegaly  not  due  to  this  parasite,  which  re- 
sembles Band's  disease,  but  is  distinguished  from  it  by  the  occur- 
rence of  irregular  attacks  of  fever. 

Leukemia.  The  examination  of  the  blood  will  suffice  for  diag- 
nosis. Very  rarely  the  occurrence  of  the  hemolytic  syndrome  has 
been  noted  in  this  disease. 

Hodgkin's  disease.  The  spleen  is  often  much  enlarged,  but  in  the 
ordinary  form  the  marked  enlargement  of  the  lymph  nodes  and  the 
absence  of  jaundice  render  confusion  with  hemolytic  jaundice  un- 
likely. Very  rarely,  however,  in  Hodgkin's  disease,  there  is  spleno- 
megaly without  involvement  of  the  peripheral  lymph  nodes,  the  ab- 
dominal nodes  alone  being  affected.  In  such  a  case  jaundice  may 
occur  from  pressure  on  the  bile  passages  by  an  enlarged  node;  the 
obstructive  character  of  the  juandice  and  the  absence  of  diminished 
resistance  are  sufficient  to  exclude  hemolytic  jaundice. 

Polycythemia.  In  this  disease  the  increased  number  of  red  cells 
is  in  marked  contrast  to  the  anemia  of  hemolytic  jaundice.  The 
spleen  is  usually  considerably  enlarged,  but  jaundice  is  rare.  Con- 
fusion could  occur  only  in  the  very  exceptional  borderline  cases,  or 
in  the  end  stage  of  polycythemia,  when  there  may  be  anemia,  some- 
times combined  with  a  leukemic  blood  picture. 

Diseases  of  infancy  with  splenomegaly.  Difficulty  need  arise  only 
in  regard  to  sporadic  cases  of  hemolytic  jaundice,  in  which  no  other 
members  of  the  family  are  affected.  The  so-called  Von  Jaksch  dis- 
ease and  the  enlarged  spleen  of  rickets  and  tuberculosis  are  readily 
differentiated  by  the  absence  of  jaundice.  Hereditary  syphilis, 
however,  sometimes  leads  to  icterus,  and  here  it  may  be  necessary 
to  resort  to  a  test  of  the  resistance  of  the  red  cells  as  well  as  the  Was- 
sermann  reaction,  on  account  of  the  occasional  association  of  the 
two  diseases.  In  congenital  obliteration  of  the  bile  ducts  jaundice 
is  intense  and  of  the  obstructive  type,  and  therefore  easily  distin- 
guished. In  sepsis  of  the  new  born  the  presence  of  fever  and  the 
almost  inevitable  fatal  outcome  are  distinguishing  features;  it  should 
be  remembered  that  septicemia  may  be,  though,  rarely,  accompanied 
by  the  hemolytic  syndrome. 


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HEMOLYTIC  JAUNDICE  383 

3.  Diseases  with  anemia 

Pernicious  anemia  is  the  only  form  that  may  give  rise  to  diagnostic 
difficulties,  and  then  only  in  the  case  of  the  acquired  type  of  hemo- 
lytic jaundice.  As  already  noted,  a  few  cases  occur  in  which  it  is  a 
mere  matter  of  opinion  whether  they  should  be  classified  as  pernicious 
anemia  with  jaundice,  or  as  a  pernicious  type  of  hemolytic  jaundice. 
The  resistance  in  pernicious  anemia  is  usually  increased,  but  occa- 
sionally it  is  diminished,  as  noted  by  Hill  (42). 

TREATMENT 

Medical  treatment 

It  goes  without  saying  that  all  the  usual  methods  of  treatment 
for  anemia  have  been  tried,  especially  iron  and  arsenic.  Though 
Widal  speaks  warmly  of  the  long-continued  administration  of  iron 
in  the  acquired  type,  it  should  be  remembered  that  spontaneous  re- 
missions are  frequent  in  this  disease,  and  other  writers  have  not 
noticed  much  benefit  from  this  drug.  The  use  of  arsenic  has  also 
been  without  effect,  except  in  those  cases  of  the  acquired  type  asso- 
ciated with  active  syphilis.  In  the  congenital  type  of  hemolytic 
jaundice,  where  hereditary  syphilis  is  associated,  no  cure  of  the 
jaundice  is  to  be  expected  from  anti-syphilitic  treatment,  though 
some  improvement  in  the  general  condition  of  the  patient  may  result. 

The  fact  that  cholesterol  in  the  test-tube  inhibits  hemolysis  has 
lead  to  the  administration  of  this  substance.  Parisot  and  Heully 
(69)  noted  a  marked  temporary  improvement  in  the  general  condition, 
with  some  diminution  in  the  jaundice  and  anemia,  cessation  of  the 
painful  crises,  and  increase  of  the  resistance.  Oulmont  and  Boidin 
(68)  gave  it  to  a  patient  with  the  acquired  type  showing  diminished 
cholesterol  in  the  blood,  and  noted  that  the  cholesterol  increased  to  a 
normal  figure  and  the  resistance  also  increased,  but  the  jaundice 
remained  unaffected.  As  was  to  be  expected  the  effect  was  only 
temporary,  ceasing  as  soon  as  the  drug  was  stopped. 

Treatment  by  means  of  the  Rontgen  rays  has  been  practised  by 
Barjon  (3),  Mosse  (63)  and  others,  with  the  result  that  the  spleen 
has  decreased  somewhat  in  size,  but  the  other  signs  of  the  disease 
have  persisted.    It  is  therefore  not  to  be  recommended. 


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384  WILDER  TIIESTON 

Surgical  treatment 

The  importance  of  the  spleen  as  a  factor  in  hemolysis,  and  the 
marked  enlargement  of  the  organ,  soon  led  to  the  attempt  to  cure 
the  disease  by  removal  of  the  spleen.  The  operation  of  splenectomy 
for  hemolytic  jaundice  was  first  performed  in  the  case  of  Vaquez 
and  Giroux  (88)  and  ended  fatally.  In  1911,  however,  Micheli 
(59)  removed  the  spleen  in  a  case  of  the  acquired  type  with  brilliant 
results,  amounting  apparently  to  a  cure.  Since  then  the  operation 
has  been  performed  with  increasing  frequency  and  most  happy  con- 
sequences. The  jaundice  disappears  within  a  few  days,  and  does 
not  return.  The  red  count  rises  to  a  normal  figure,  usually  within  a 
few  weeks,  and  the  urobilin  excretion  rapidly  drops  to  normal,  indi- 
cating a  cessation  of  the  excessive  hemolysis.  The  lower  resistance 
of  the  red  cells,  however,  usually  persists.  Thus  Dawson  (23)  re- 
ports abnormal  fragility  of  the  red  cells  in  a  patient,  otherwise  healthy, 
whose  spleen  had  been  removed  twenty-seven  years  previously  by 
Spencer  Wells.  In  a  few  cases,  however,  as  in  that  of  Thursfield 
(84),  the  resistance  has  risen  to  normal  and  remained  there. 

The  case  of  Whipham  (92)  has  been  cited  as  one  of  failure  of  sple- 
nectomy to  cure.  It  occurred  in  a  girl  of  six,  with  negative  family 
history.  The  spleen  was  greatly  enlarged  and  there  was  progressive 
anemia,  with  a  red  count  under  one  million.  The  operation  resulted 
in  great  improvement  in  the  condition,  with  a  return  of  the  resistance 
to  normal,  and  of  the  red  cells  to  above  normal  (6,000,000).  Three 
months  later,  however,  the  jaundice  returned,  and  death  occurred  in 
a  few  days,  without  marked  anemia.  There  was  no  autopsy.  The 
intensity  of  the  jaundice,  which  is  described  as  a  deep  olive-green, 
and  the  fact  that  bile  pigment  was  constantly  present  in  the  urine, 
renders  this  case  very  atypical,  with  a  strong  probability  of  organic 
disease  of  the  liver.  The  case  can  be  excluded  on  the  ground  that 
it  was  not  one  of  pure  hemolytic  jaundice. 

In  the  congenital  type,  a  permanent  cure  may  be  predicted.  Thus 
in  Giffin's  (31)  series,  reported  from  the  Mayo  clinic,  all  but 
one  of  ten  patients  reported  themselves  as  well  at  periods  up  to  five 
years  after  operation,  and  the  remaining  case  was  an  atypical  one 
of  the  acquired  type,  with  probable  biliary  cirrhosis  and  a  blood  pic- 
ture like  that  of  pernicious  anemia.    Also  in  cases  of  the  acquired 


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HEMOLYTIC  JAUNDICE  385 

type,  unless  they  are  secondary  to  grave  and  incurable  disease  (cir- 
rhosis, carcinoma,  etc.)  the  prospects  for  cure  are  excellent. 

The  immediate  mortality,  high  in  earlier  cases,  has  been  greatly 
reduced,  so  that  Mayo  (57)  was  able  to  report  nineteen  operations 
with  but  one  death  (5.3  per  cent) .  This  has  been  accomplished  partly 
by  improvement  in  technic,  partly  by  the  transfusion  of  blood  be- 
fore, and  also  afterwards  if  much  blood  has  been  lost. 

The  operation  is  therefore  to  be  recommended  in  the  congenital 
type  if  the  symptoms  are  sufficiently  severe,  and  in  the  "primary" 
cases  of  the  acquired  type.  Where  the  condition  is  secondary  to 
other  disease,  each  case  will  have  to  be  decided  on  its  merits,  bearing 
in  mind  that  splenectomy  will  almost  certainly  decrease  the  hemol- 
ysis, but  will  not  influence  organic  disease  in  other  parts  of  the  body. 

The  question  of  an  operation  for  gall  stones  often  arises  in  these 
patients.  It  is  probably  best  to  do  the  splenectomy  first,  and  if 
the  condition  of  the  patient  permits,  to  remove  the  gall  stones  at 
the  same  operation.  This  was  successfully  accomplished  in  a  case 
recently  studied  by  the  writer.  The  removal  of  the  spleen  alone 
usually  does  not  suffice,  the  attacks  of  biliary  colic  recurring  after 
the  operation. 

PROGNOSIS 

In  the  congenital  type  the  prognosis  is  good  as  to  life,  there  being 
almost  no  instances  of  death  from  the  disease  itself.  But  the  fre- 
quent complication  by  gall-stones,  the  chronic  anemia  and  crises  of 
deglobulization,  make  the  condition  of  many  of  these  patients  more 
or  less  miserable.  Usually  as  old  age  approaches,  the  anemia  becomes 
less  and  crises  rarer,  but  apart  from  operative  measures,  this  is  the 
most  that  can  be  held  out  to  the  sufferer,  for  the  condition  persists 
throughout  life.  The  brilliant  effects  of  splenectomy  have  been  con- 
sidered above. 

The  prognosis  in  the  acquired  type  is  less  favorable,  death  in  many 
instances  resulting  directly  from  the  anemia  or  from  intercurrent 
infections.  Recovery  may  occur  spontaneously,  but  is  not  the  rule. 
The  course  is  in  general  more  severe  than  in  the  congenital  type, 
and  the  patient  is  usually  incapacitated  for  work  for  long  periods. 
The  operation  of  splenectomy  offers  excellent  chances  for  cure  in 
the  primary  or  cryptogenetic  form,  except  in  the  cases  bordering  on 
pernicious  anemia. 


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386  WILDER  TTLESTON 


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(97)  Widal,  F.,  Abrami,  P.,  and  Brule,  M.,  Congr.  Franc  d.  mid.,  1911,  xii,  Rapports 

232. 

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1912,  xzziii,  480. 

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xxxii,  334. 

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1913,  xxxvi,  250. 

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A  BACTERIOLOGICAL  AND  CLINICAL  CONSIDERATION 

OF  BACILLARY  DYSENTERY  IN  ADULTS 

AND  CHILDREN 

WILBURT  C.  DAVISON 
Baltimore,  Maryland 

TABLE  OF  CONTENTS 

L  Introduction 391 

Dysentery  among  the  civilian  population  (historical  data) 392 

Dysentery  in  children  (historical  data) 393 

Dysentery  in  troops  (historical  data) 394 

II.  Etiology .' 395 

Progress  toward  the  discovery  of  B.  dysenteriae 395 

Stool  cultures  (historical) 396 

Etiology  of  "bloody  diarrhoea"  in  children 398 

The  toxins  of  the  Shiga  bacillus 400 

The  divisions  of  the  mannite  fermenting  (Flexner)  group  of  dysentery 

bacilli 402 

The  toxins  of  the  mannite  fermenting  (Flexner)  group  of  dysentery  bacilli.  405 

Geographical  distribution  of  Shiga  and  Flexner  dysentery  bacilli 406 

Intermediate  or  atypical  varieties  of  dysentery  bacilli 406 

Table  I.  Biological  characteristics  of  the  various  types  of  dysentery  bacilli.  408 

Add  production  by  dysentery  bacilli 408 

Mutation  of  dysentery  bacilli 409 

Relation  of  length  of  disease  to  excretion  of  dysentery  bacilli 410 

Table  II.  Graph  representing  success  in  recovering  dysentery  bacilli  from 

the  stools  at  different  periods  after  the  onset  of  the  disease 411 

Collection  of  stool  specimens 412 

Viability  of  dysentery  bacilli 412 

Technique  of  stool  cultures 413 

Agglutination  reactions  of  the  patient's  serum 414 

Agglutination  technique 416 

Blood  cultures 416 

Urine  cultures 418 

Bacteriological  diagnosis  (summary) 418 

III.  Filterable  "substance"  antagonistic  to  the  dysentery  bacillus  (drHerelle,s 

phenomenon,  bacteriophage,  bacteriolytic  agent,  bacteriolysant,  etc.) ....  419 

Source 419 

Non-specificity  of  bacteriolysants 421 

Variations  in  the  titre  of  bacteriophagic  activity 421 

389 

VOL.  I,  NO.  3 


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390  WILBURT  C.  DAVISON 

Factors  influencing  bacteriophagk  activity 422 

Temperature 422 

Reaction  and  oxygen  supply  of  the  media 422 

Chemicals 423 

Other  factors 423 

Separation  of  cultures  into  "resistant"  and  "sensitive"  types  by  the  action 

of  bacteriophages 423 

Results  of  inoculations  of  bacteriophages  in  animals 425 

Bacteriorysants  as  therapeutic  agents 426 

Theories  in  regard  to  the  nature  of  bacteriophages 427 

Discussion 429 

Conclusion 431 

IV.  Experimental  dysentery 432 

Susceptible  animals 432 

Nervous  lesions  due  to  exotoxin  (neurotoxin) 434 

Intestinal  lesions  due  to  endotoxin  (enterotoxin) 435 

Besredka's  theory  of  Intestinal  immunity 438 

V.  Pathogenesis  of  bacfllary  dysentery  in  man 439 

VI.  Clinical  data  in  adults 443 

Incubation  period 444 

Onset 444 

Course 446 

Stools,  vomiting,  tongue,  temperature,  pulse,  physical  examinations, 

constipation 447 

Nervous  symptoms 448 

Recovery,  duration,  relapses,  reinfections 449 

Chronicity 4S0 

Dysentery  carriers 451 

Complications 452 

Perforations,  peritonitis,  liver  abscess,  abscesses,  arthritis,  parotitis, 
edema,  ascites,  cardiac  complications,  appendicitis,  beriberi,  stenosis 
of  colon,  suprarenal  insufficiency,  chronic  gastritis  and  colitis,  rare 

complications 453 

Blood 454 

White  and  red  blood  cell  counts 454 

Differential  diagnosis  (summary) 455 

Presumptive  diagnosis,  definite  diagnosis,  differentiation  of  amebic  and 

bacfllary  dysentery 456 

.VII.  Clinical  data  in  children 457 

Diagnosis  of  dysentery  in  children  (summary) 459 

VIE  Prognosis  in  adults  and  children 460 

Mortality 461 

Factors  influencing  mortality  and  morbidity 462 

DC.  Treatment 463 

Rest  and  diet 463 

Enemata 463 

Injections  of  normal  saline 465 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  391 

Specific  serum  therapy 466 

Shiga  infections 467 

Flexner  infections 469 

Vaccine  therapy 469 

Proteosotherapy 470 

Drug  therapy 470 

Irrigations  of  the  colon,  colostomy,  appendicostomy 471 

X.  Means  of  spread  (epidemiology) 472 

XL  Prophylaxis 475 

Prophylactic  vaccination 476 

X II.  Bibliography 477 

I.  INTRODUCTION* 

The  term  dysentery  (Awreirapia)  (bowel  trouble)  was  introduced 
by  Hippocrates  (1)  to  denote  a  condition  characterized  by  the  fre- 
quent passage  of  stools  containing  blood  and  mucus,  accompanied  by 
straining  and  tenesmus.  Some  of  the  cases  that  were  described  at 
that  time  (1)  were  doubtless  amebic  in  origin  for  the  occurrence  of 
liver  complications  is  mentioned.  The  outbreak  in  Xerxes*  army 
during  the  Grecian  campaign  in  480  B.C.  (2),  however,  was  very 
likely  bacillary. 

Not  until  the  discovery  of  the  ameba  histolytica  and  B.  dysenteriae 
at  the  end  of  the  last  century  could  epidemics  of  bacillary  dysentery 
be  accurately  differentiated  from  those  of  the  amebic  variety.  Only 
by  noting  the  absence  of  liver  complications  in  the  older  chronicles 
can  it  be  assumed  that  bacillary  dysentery  was  the  type  described,  and 
even  then  one  is  not  always  justified  in  so  doing,  for  other  infectious 
processes  in  the  intestinal  tract  (paratyphoid-Gaertner  group)  may 
occasionally  present  a  clinical  picture  similar  to  bacillary  dysentery. 
It  is  now  well  known  that  large  single  abscesses  of  the  liver  complicate 
only  the  amebic  form  of  the  disease  while  even  multiple  small  pyemic 
abscesses  are  rare  in  bacillary  dysentery.  Rogers  (3)  states  that  the 
conditions  under  which  dysentery  occurs  may  be  of  assistance  in  de- 
termining the  type  of  the  disease.  "Epidemic  dysentery  in  asylums, 
jails  or  in  long  occupied  and  unsanitary  military  camps  during  war  is 
nearly  certain  to  be  bacillary,  while  sporadic  cases  in  a  warm  climate 
are  more  frequently  amebic." 

*I  am  indebted  to  Hirsch  (4),  Eartulis  (5),  Rogers  (3),  Gettings  (6),  Castellani  and 
Chalmers  (7)  for  many  historical  details. 


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392  WILBURT  C.  DAVISON 

Dysentery  among  the  civilian  population  (historical  date) 

Epidemics  of  dysentery  prior  to  the  time  of  Hippocrates  cannot  be 
differentiated  into  amebic  and  bacillary  varieties.  The  disease  is 
mentioned  in  Papyrus  Ebers  (8).  Atisar  is  its  name  in  the  older  com- 
mentaries of  British  India  (9).  Although  acute  and  chronic  types  of 
dysentery  were  mentioned,  hepatic  complications  are  not  recorded. 
Probably  amebic  and  bacillary  types  were  considered  together  for 
both  occur  in  India  (10, 11, 12).  The  etiology  of  the  cases  of  dysen- 
tery described  by  Aretaeus  (13),  Celsus  (14),  Archigenes  (IS),  Caius 
Arelianus  (16)  and  Avicenna  (17)  is  doubtful.  The  outbreaks  noted 
in  Europe  throughout  the  middle  ages  (18,  19,  20,  21,  22,  23)  were 
probably  bacillary  in  origin  for  the  intestines  appeared  to  be  the  sole 
seat  of  the  disease.  Sydenham's  (24)  (1669)  descriptions  of  the  disease 
in  London  and  Pringle's  (25)  reports  of  the  outbreak  of  dysentery  in 
the  army  in  Flanders  (1752)  do  not  mention  hepatic  complications 
and  are  but  little  different  from  the  records  of  the  dysentery  epidemics 
in  recent  years  which  have  been  proved  to  have  been  due  to  infection 
with  B.  dysenteriae.  Symptoms,  autopsies  and,  it  might  be  men- 
tioned, even  medicinal  treatment  are  practically  identical.  In  the 
middle  ages,  epidemics  of  dysentery  were  apparently  of  very  frequent 
occurrence  (4). 

In  England  (6,  26)  from  the  beginning  of  the  seventeenth  to  the 
middle  of  the  nineteenth  century  epidemics  of  bacillary  dysentery 
appeared  more  or  less  regularly  at  twenty-year  intervals.  It  would 
seem  as  if  the  disease  would  attack  each  generation,  render  the  sur- 
vivers  immune  and  then  wait  for  the  non-immune  offspring. 

It  would  be  merely  repetition  to  record  the  extensive  epidemics  of 
dysentery  that  have  been  reported.  From  Iceland  to  Africa  they  have 
been  numerous.  Epidemics  were  recorded  in  North  America  in  the 
middle  of  the  eighteenth  century  (27)  probably  introduced  from 
Europe.  Hirsch  (4),  Kartulis  (5),  Rogers  (3),  Gettings  (6)  and  others 
(7)  have  completely  covered  this  historical  aspect.  The  importance  and 
efficacy  of  modern  sanitation  in  times  of  peace  are  clearly  illustrated 
by  the  practical  disappearance  of  extensive  epidemics  of  dysentery 
from  the  civilian  population.  It  is  not  to  be  denied  that  the  disease 
is  still  a  menace  (28,  29),  for  it  claims  many  victims  especially  among 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  393 

children  and  the  inmates  of  jails  and  asylums.  In  such  institutions 
the  high  incidence  of  badllary  dysentery  is  noteworthy.  Baly  (30) 
in  1847  focused  attention  on  its  prevalence  in  English  jails  and  pointed 
out  that  not  a  single  liver  abscess  had  been  found  in  Milbank  prison 
among  the  hundreds  of  dysentery  necropsies  from  1823  to  1847  and 
furthermore  that  in  his  experience  ipecac  which  physicians  in  India 
had  found  so  efficacious  was  useless.  MacKinnon  (31)  in  1848  re- 
ported a  similar  condition  in  the  Indian  jails.  In  the  insane  asylums 
of  England  (6,  32)  and  of  the  United  States  badllary  dysentery  has 
proved  to  be  a  serious  problem.  These  cases  of  so-called  "asylum 
dysentery"  have  now  been  proved  to  be  due  to  infection  with  B. 
dysenteriae  (33,  34,  35,  36,  37,  38).  It  does  not  appear  (39)  to  be  a 
seasonal  disease  whereas  the  dysentery  of  barracks  and  camps  is 
generally  much  more  prevalent  in  summer  and  autumn. 

Mild,  sporadic  cases  of  badllary  dysentery  still  occur  in  England 
(40)  and  in  the  United  States  more  frequently  than  is  generally 
recognized. 

Dysentery  in  children  (historical  data) 

The  reduction  of  the  inddence  of  dysentery  in  children  has  not  been 
as  marked  as  in  adults  (dvilians).  This  may  be  due  to  the  fact  that 
until  the  present  century  it  was  not  recognized  that  many  of  the 
bloody  diarrheas  of  childhood  were  really  cases  of  dysentery  although 
since  1829  various  surmises  have  been  advanced  in  regard  to  its  in- 
fectious or  "miasmatic"  nature  (4).  Aretaeus  in  the  second  century, 
Harris  in  London  in  1650  and  others  (26)  mentioned  infantile  diarrhea 
and  Benjamin  Rush  (41)  in  1777  emphasized  the  prevalence  and 
serious  consequences  of  bloody  diarrhea  in  infants  in  the  United 
States.  The  condition  was  probably  unknown  among  the  American 
Indians  (42).  During  the  nineteenth  century  the  disease  was  dis- 
cussed under  various  names.  The  medical  literature,  both  American 
and  European,  is  replete  with  descriptions  of,  and  observations  on, 
"cholera  infantum."  This  term  covered  a  multitude  of  sins  and  not  the 
least  of  these  was  badllary  dysentery.  The  clinical  descriptions  and 
autopsies  reported  by  Jackson,  Warren  (43), and  Horner  (44)  of  Boston 
and  others  (45,  62)  in  children  with  "cholera  infantum"  and  "bloody 
diarrhea"  are  similar  to  those  we  have  had  in  the  past  few  years 


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394  WILBURT  C.  DAVISON 

in  cases  from  which  B.  dysenteriae  was  isolated.  Ekiri  (46)  was  the 
name  given  to  epidemic  infantile  diarrhea  in  Japan  and  this  also  is 
now  proved  (47,  389)  to  be  bacillary  dysentery.  At  present  the 
disease  in  children  frequently  escapes  official  notice  by  masquerading 
under  other  names  of  which  ileocolitis  and  "infectious  diarrhea"  are 
the  more  common.  Under  the  blanket  term  "summer  diarrhea" 
many  cases  of  infantile  dysentery  are  hidden.  Although  we  seldom 
see  epidemics  such  as  were  recorded  in  this  country  in  Revolutionary 
times,  yet  many  sporadic  cases  still  occur  (48). 

Dysentery  in  troops  (historical  data) 

Practically  every  long  campaign  and  extended  siege  since  the 
memory  of  man  has  produced  an  epidemic  of  dysentery.  The  "erne- 
rods"  with  which  the  Bible  states  the  army  of  the  Philistines  was 
smitten  are  now  interpreted  (350)  as  prolapses  of  the  rectum  occurring 
in  epidemic  dysentery.  During  military  campaigns,  Edward  I  and 
Henry  V  of  England  died  of  this  disease.  Seventy-five  per  cent  of  the 
latter's  army  succumbed  to  dysentery  (6).  The  armies  in  the  Pelo- 
ponnesian  war  (4),  the  British  campaigns  in  the  18th  century  (49, 50), 
Napoleon's  campaigns,  the  Crimean  war  (51),  the  American  Civil  war 
(52),  the  Franco-Prussian  war  (6)  and  the  Chino- Japanese  war  prob- 
ably paid  heavier  toll  to  B.  dysenteriae  than  to  Mars.  In  1914 
Osier  (53)  said  that  while  typhoid  fever  would  be  controlled,  dysentery 
would  play  havoc.  It  did.  Early  in  1915  the  hospital  ships  returned 
from  the  Dardanelles  (54)  laden  with  cases  of  dysentery.  The 
Belgians  and  British  in  Flanders  (55,  56,  383),  the  British  in  Salonika 
(57,  58),  Gallipoli  (54,  59),  Mesopotamia  (60,  61,  370),  Palestine  (63, 
380),  and  Egypt  (64),  and  the  French  in  the  Argonne  (65)  and  the 
East  (66)  suffered  also,  while  the  American  army,  though  later  in 
entering  the  war,  had  numerous  cases  at  Chateau  Thierry  and  at  the 
base  ports  (67,  68).  The  Germans  (69,  70,  71,  72,  73,  433)  and  the 
Austrians  (74,  75)  suffered  especially  along  their  Eastern  fronts,  and 
even  found  a  new  type  (Schmitz)  (76)  of  dysentery  bacillus  among 
their  Roumanian  prisoners. 

In  fact,  from  the  standpoint  of  the  prevention  of  dysentery  in 
campaigns  we  are  nearly  as  badly  off  as  Xenophon  (2)  was  during  the 
Greek  retreat  from  Persia. 


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BAOLLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  395 

II.  ETIOLOGY 

0 

Progress  toward  the  discovery  of  B.  dysenteriae 

Emanations  from  the  soil,  humidity,  altitude,  atmospheric  changes 
and  other  conditions  were  formerly  believed  to  act  as  causes  of  dysen- 
tery, and  occupation,  age,  race  and  previous  health  as  predisposing 
factors. 

Pringle  (25)  in  1752  after  discussing  heat  and  humidity  as  the  re- 
mote causes  and  putrefaction  of  the  blood  and  scurvy  as  predisposing 
factors,  concludes  with  the  prophetic  statement  "But  having  since 
perused  the  curious  dissertation  of  Linnaeus  in  favor  of  Kercher's 
suggestion  of  contagion  by  animalculae,  it  seems  reasonable  to  sus- 
pend all  hypothesis  until  that  matter  is  further  inquired  into." 

Lambl  (81)  in  Prague  in  1859  made  the  first  step  toward  unshroud- 
ing  the  mystery  by  describing  amebae  in  the  stools  of  a  child  dying  of 
diarrhea.  Although  he  strongly  urged  the  possibility  that  this 
might  be  the  real  cause  of  the  disease,  others  (82)  were  not  absolutely 
convinced  of  it.  Eighteen  years  later  Loesch  (83)  in  Petrograd  found 
numerous  amebae  both  before  and  after  death  in  dysentery  cases. 
He  went  one  step  farther  and  produced  symptoms  of  dysentery  in 
dogs  with  this  parasite.  Kartulis  (84)  (1883)  in  Egypt  demonstrated 
amebae  in  sections  of  the  intestinal  walls  of  all  of  the  150  dysentery 
necropsies  he  studied.  This  apparently  settled  the  question  until 
Massiocetine  (85)  in  1889  found  amebae  in  patients  without  dysenteric 
symptoms.  Grave  doubts  were  then  expressed  in  regard  to  the 
pathogenicity  of  amoebae. 

However,  after  Kartulis  (84)  in  Egypt  in  1886  had  demonstrated 
amebae  in  the  liver  abscesses  of  patients  who  had  had  dysentery  and 
Osier  (86)  in  1890  had  confirmed  the  finding,  Councilman  and  Lafleur 
(87)  (1891)  settled  the  pathogenicity  of  amebae  by  differentiating 
amebae  coli  which  occur  in  normal  stools  from  amebae  dysenteriae 
which  produce  dysentery.  They  also  remarked  that  a  diphtheritic 
type  of  dysentery,  which  we  now  know  to  be  bacillary,  could  be  dis- 
tinguished from  amebic  dysentery.  These  researches  were  soon  veri- 
fied by  Schaudinn  (88)  and  the  name  axneba  histolytica  was  applied 
to  the  pathogenic  variety. 


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396  WILBURT  C.  DAVISON 

It  now  appears  that  in  rare  cases,  symptoms  of  dysentery  may  be 
due  to  certain  other  parasites  such  as  balantidium  coli  (89,  90), 
lamblia  (91),  trichomonas  (92,  93),  ankylostoma,  schistosoma,  para- 
gonimus  (265),  chilomastix  mesnili  (364)  and  bilharzia  (94),  which  up 
to  the  present  have  received  little  attention. 

Stool  cultures  (historical) 

During  this  period  of  controversy  over  axnebae,  many  investigators 
still  clung  to  the  belief  that  some,  if  not  all,  cases  of  dysentery  were 
caused  by  bacteria.  In  1869,  ten  years  after  Lambl's  discovery, 
Basch  (95)  reported  the  presence  of  leptothrix  filaments  in  sections  of 
the  intestines  of  patients  dying  of  dysentery.  From  that  date  on, 
various  workers  described  different  organisms  as  the  cause  of  this 
disease.  The  earlier  investigators  believed  that  many  species  of 
organisms  (polymicrobic  theory)  could  cause  dysentery  but  Klebs  (96) 
(1887),  Chantemesse  and  Widal  (97)  (1888)  Grigoriew  (98)  (1892), 
Ogate  (99)  (1892)  and  Celli  (100)  (1896)  each  advocated  a  single 
variety  of  bacillus  as  the  etiological  agent.  Many  authorities  believe 
that  Chantemesse  and  Widal  described  a  bacillus  similar  to  that 
finally  reported  by  Shiga  although  it  was  claimed  that  their  organism 
could  produce  dysentery  in  guinea  pigs,  a  phenomenon  that  cannot  be 
reproduced  with  B.  dysenteriae.  Maggiora  (101),  Arnaud  (102)  and 
numerous  others  (103,  104)  claimed  that  B.  coli  of  exalted  virulence 
produced  dysentery.  B.  pyocyaneus  was  urged  as  the  cause  of 
dysentery  by  Calmette  (105)  (1893)  working  in  Cochin  China  and 
also  by  others  (106)  in  America.  The  streptococcus  was  reported  as 
the  cause  in  1896  by  Durham,  Mott  (32)  and  others  (107,  351).  B. 
proteus  has  also  had  many  supporters  (62, 108) .  B .  fecalis  alkaligenes 
(406,  432),  B.  enteritidis  sporogenes  (169)  and  B.  lactis  aerogenes 
(407),  are  occasionally  reported  as  causes  of  dysentery. 

All  of  these  investigators  found  these  various  organisms  in  the 
excreta  of  dysentery  patients  but  no  one  advanced  any  real  proof 
that  there  was  a  causal  relationship  between  any  of  these  bacteria 
and  the  disease  dysentery.  We  know  now  that  the  streptococci, 
B.  pyocyaneus,  B.  proteus  and  these  other  organisms,  although  fre- 
quently present  in  dysentery  stools  are  probably  without  etiological 
significance. 


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BAOLLAKY  DYSENTERY  IN  ADULTS  AND  CHILDREN  397 

In  1898  Shiga  (77)  conclusively  proved  that  a  specific  organism 
which  has  been  named  after  him  was  present  in  the  stools  of  many 
patients  with  dysentery  and  that  agglutinins  for  it  were  present  in  the 
patient's  serum.  Furthermore,  it  was  not  present  in  normal  stools. 
When  injected  into  rabbits,  symptoms  of  dysentery  and  toxemia 
resulted.  It  soon  became  apparent  that  this  organism  was  the 
cause  of  the  cases  of  dysentery  that  Shiga  studied. 

Two  years  later  Flexner  (109)  found  bacilli  which  were  supposed 
to  be  identical  with  Shiga's  organism  in  cases  of  dysentery  in  the 
Philippines.  In  the  same  year  Kruse  (34)  found  in  Westphalia  an 
organism  identical  with  that  of  Shiga.  In  an  epidemic  of  dysentery 
occurring  in  a  German  insane  asylum,  he  also  discovered  a  bacillus 
that  differed  in  its  agglutination  reactions  from  the  original  Shiga 
organism.  This  he  called  B  pseudodysenteriae.  Both  types  were 
soon  demonstrated  (33)  in  cases  of  dysentery  in  the  United  States. 

In  1902  Martini  and  Lentz  (1 10)  developed  a  method  for  distinguish- 
ing the  Shiga  bacillus  from  Flexner's  bacillus  and  Kruse's  pseudodys- 
entery  bacillus  by  means  of  agglutination  tests  and  the  fermentation 
of  mannite.  The  former  failed  to  ferment  this  carbohydrate  while 
the  two  latter  produced  acid  and  no  gas. 

Park  (111)  carried  out  mannite  fermentation  tests  on  the  organism 
Flexner  had  recovered  in  the  Philippines  and  noted  that  it  produced 
acid  and  no  gas  and  therefore  was  similar  to  Kruse's  B.  pseudodys- 
enteriae and  not  to  the  Shiga  bacillus.  It  also  fermented  maltose 
and  saccharose.  This  is  the  organism  which  is  now  known  as  the 
Flexner-Harris  bacillus. 

In  1902-1903  Strong  (112)  isolated  a  mannite  fermenting  bacillus 
differing  in  maltose  fermentation  from  Flexner's  organism  that  also 
satisfied  all  of  Shiga's  postulates  for  a  causative  organism.  It  was 
found  in  dysentery  stools,  it  was  agglutinated  by  patients'  sera  and 
furthermore  when  fed  to  a  condemned  prisoner  it  produced  dysentery. 

In  1903  Hiss  and  Russell  (113)  found  a  mannite  fermenting  bacillus 
in  the  stools  of  a  child  with  dysentery.  This  organism,  which  was 
christened  the  Y  bacillus,  failed  to  ferment  maltose  and  saccharose  and 
thus  differed  from  the  the  Flexner-Harris  and  Strong  bacilli.  Some 
authors  (133)  differ  in  their  reports  on  the  maltose  and  saccharose 
reactions  of  these  organisms. 


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398  WILBURT  C.  DAVISON 

The  four  organisms,  Shiga,  Flexner-Harris,  Strong  and  Hiss-Russell- 
Y  have  been  considered  distinct  varieties  and  the  most  common  types 
The  first  does  not  ferment  mannite;  the  last  three  do,  but  are  separated 
from  each  other  by  differences  in  the  fermentation  of  maltose  and 
saccharose.  The  serum  of  rabbits  immunized  with  the  Shiga  bacillus 
will  agglutinate  practically  all  strains  of  dysentery  bacilli  of  similar 
cultural  characteristics.  Solimano  (373)  believes  that  the  biochemi- 
cal reactions  of  the  Shiga  bacillus  are  its  only  constant  factor  and  that 
its  agglutination  reactions  are  variable.  Cultures  of  B.  dysenteriae 
(Shiga)  it  is  true  are  encountered  that  are  or  can  be  rendered  inagglu- 
tinable  (114,  115)  but  the  instances  are  rare.  Ordinary  laboratory 
cultivation  usually  causes  these  organisms  to  become  more  sensitive 
to  agglutination  (431).  Serum  from  animals  immunized  with  the 
Shiga  bacillus  will  not  usually  agglutinate  any  of  the  mannite  fer- 
menting cultures  to  very  high  titres. 

Monovalent  sera  made  from  the  three  main  members  of  the  man- 
nite fermenting  group  (Flexner-Harris,  Strong  and  Y)  although  usually 
agglutinating  the  homologous  strain  to  higher  titres  will  also  often 
agglutinate  the  other  members  of  the  mannite-fermenting  group  to 
partial  titre  and  will  sometimes  even  agglutinate  the  Shiga  bacillus  in 
lower  dilutions.  In  other  words,  it  appears  that  there  are  two  dis- 
tinct groups,  the  non-mannite  fermenting  bacilli  with  a  single  variety, 
Shiga,  and  the  mannite-fermenting  bacilli  with  three  subgroups, 
Flexner-Harris,  Strong  and  Hiss-Russell-Y. 

Etiology  of  "bloody  diarrhea"  in  children 

A  great  advance  in  the  study  of  diarrhea  in  children  was  made  by 
Duval  and  Bassett  (215)  who  in  1902  showed  that  many  cases  of  so- 
called  "summer  diarrhea"  in  infants  were  due  to  infection  with  B. 
dysenteriae.  The  Rockefeller  Commission  (138)  in  the  following 
summer  confirmed  the  discovery.  Similar  findings  have  been  re- 
ported by  other  investigators  in  various  parts  of  the  United  States, 
Europe  and  Japan  (40,  47,  48,  124,  149, 150,  151,  152, 153, 154,  389). 
Tenbroek  and  Norbury  (154)  in  Boston  found  dysentery  bacilli  and 
agglutinins  in  the  blood  of  80  per  cent  of  their  patients  with  bloody 
diarrhea.  My  results  (48)  in  a  series  of  patients  with  bloody  stools  in 
Baltimore  and  Birmingham  were  identical  with  those  of  Tenbroek 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  399 

and  Norbury  (154).  A  clinical  analysis  of  all  of  these  cases  of  dysen- 
teric infection  in  children  reported  by  various  authors  shows  that  it  is 
practically  only  from  patients  who  have,  or  have  had,  bloody,  purulent 
and  mucous  stools  that  B.  dysenteriae  is  isolated.  In  this  country 
and  Japan,  bacillary  dysentery  in  children  is  usually  due  to  infection 
with  B.  dysenteriae  Flexner.  Only  12.5  per  cent  of  my  cases  (48) 
and  10  per  cent  of  Mita's  cases  (389)  were  of  the  Shiga  variety. 

Dysentery  bacilli  have  occasionally  been  reported  in  the  stools  of 
apparently  normal  infants  (153,  155,  156)  and  adults  (47,  117)  who 
have  usually,  however,  been  in  contact  with  patients  with  dysentery 
and  are  probably  carriers.  They  have  been  isolated  from  sources 
having  no  connection  with  dysentery  patients  (157).  Many  of  these 
cultures  are  inagglutinable  (158)  and  probably  are  not  true  dysentery 
bacilli.  I  was  unable  to  find  typical  dysentery  bacilli  in  the  stools  of 
100  normal  children  and  of  63  children  with  diarrhea  (48)  whose  stools 
contained  no  blood  and  but  little  mucus. 

Dysentery  in  children  stands  out  sharply  on  clinical  as  well  as 
bacteriological  grounds.  In  fact,  in  the  published  studies  (138,  154, 
48)  made  in  several  of  the  larger  cities  in  the  United  States,  approxi- 
mately 80  per  cent  of  all  of  the  cases  of  bloody  and  mucous  diarrhea 
in  children  have  been  proved  to  be  due  to  infection  with  B.  dysenteriae. 

It  is  thus  apparent  that  ileocolitis  and  bacillary  dysentery  in  chil- 
dren are  one  and  the  same  disease.  They  should  be  called  dysentery.. 
There  seems  no  justification  for  calling  the  same  disease  in  children 
and  adults  by  different  names.  Nevertheless,  many  types  of  diarrhea 
in  children  during  the  warm  months,  regardless  of  etiology,  are  often 
classed  together  as  "summer  diarrhea." 

Many  bacteriological  studies  of  the  stools  of  children  with  diarrhea 
have  been  made  and  numerous  different  organisms  have  been  brought 
forward  as  the  etiological  agents  of  this  condition.  The  old  contention 
(159)  that  B.  welchii  (gas  bacillus)  was  one  of  the  causes  of  diarrhea 
in  children  has  been  discredited.  Numerous  investigators  (48,  154, 
160,  161,  162,  163)  have  shown  that  this  organism  is  present  in  the 
stools  of  many  normal  children  and  has  nothing  to  do  with  the  etiology 
of  diarrhea. 

Several  investigators  have  maintained  that  B.  Morgan  No.  1  was 
the  cause  of  diarrhea  in  children  (164,  165)  and  also  in  adults  (354). 


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400  WILBTOT  C.  DAVISON 

Numerous  investigations  (48,  63,  66,  68,  154,  166,  167,  168,  430), 
have  disclosed  the  fact  that  this  organism  is  a  motile  Gram-negative 
bacillus  characterized  by  the  production  of  acid  and  gas  in  the  mono- 
saccharides only,  the  formation  of  indol  and  the  non-liquefaction  of 
gelatin.  It  produces  an  endotoxin  fatal  for  rabbits  but  no  exotoxin 
(430).  B.  Morgan  probably  represents  a  wide  group  of  bacilli  rather 
than  a  single  type.  It  is  also  present  in  the  stools  of  many  normal 
children  and  adults.  Furthermore  the  serum  of  patients  with  diarrhea 
in  whose  stools  B.  Morgan  No.  1  is  found,  do  not  have  agglutinins  for 
this  organism  (48,  154,  166)  so  that  it  would  seem  highly  improbable 
that  B.  Morgan  No.  1  is  of  etiological  importance  in  diarrhea. 

The  claims  that  B.  pyocyaneus  (106),  streptococcus  fecalis  (107), 
B.  proteus  (63,  108,  170)  and  highly  virulent  colon  bacilli  are  the 
cause  of  diarrhea  in  children  have  all  been  frequently  refuted  (48, 
154, 163). 

Several  investigators  (171,  172)  have  advanced  the  theory  that  the 
diarrheas  of  children  are  caused  by  the  effects  of  a  putrefactive  or  a 
fermentative  flora.  The  idea  has  been  recently  emphasized  in  the 
United  States  (173).  Our  studies  (163)  have  revealed  the  fact 
that  the  so-called  putrefactive  and  fermentative  intestinal  flora 
that  have  been  supposed  to  produce  diarrhea,  frequently  exist  in 
normal  children  without  causing  the  slightest  change  in  the  patient's 
health.  The  putrefaction  and  fermentation  theory  of  intestinal 
disease  in  children  is  an  old  one  and  originated  with  Jackson  (43)  of 
Boston  in  1812.  "In  some  cases  in  which  symptoms  of  dysentery  had 
occurred  there  was  postmortem  inflammation  of  the  large  intestine 
which  is  attributable  to  the  putrefaction  of  animal  food  and  the 
acetous  fermentation  of  that  which  is  vegetable."  Proof  has  not  yet 
arisen  that  gives  this  theory  any  more  stability  than  it  had  in  1812. 

The  toxins  of  the  Shiga  bacillus 

Shiga  (77)  first  pointed  out  that  the  bacillus  which  bears  his  name 
was  highly  toxic  for  rabbits.  The  Shiga  bacillus  or  its  poisonous 
products  induces  two  kinds  of  marked  lesions  in  the  rabbit  (77, 78, 116, 
117, 118, 119, 120, 121) ;  one  is  localized  in  the  intestine,  and  the  other 
in  the  central  nervous  system.  Olitsky  and  Kligler  (119)  have  iso- 
lated two  toxins  from  cultures  of  B.  dysenteriae  (Shiga)  and  have  dem- 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  401 

onstrated  that  they  are  physically  and  biologically  distinct.  The 
Shiga  bacillus  grown  in  egg  albumen  broth  yields  in  the  first  few  days 
of  the  cultivation,  at  the  beginning  of  the  alkaline  phase  of  its  growth 
and  before  bacterial  disintegration  sets  in,  a  toxic  product  which 
appears  in  the  bacteria-free  filtrate.  This  toxic  product  is  precipitated 
with  the  globulin  fraction  of  the  protein,  is  relatively  heat  labile, 
being  destroyed  when  heated  to  75°C.  for  one  hour,  and  is  capable  of 
inciting  antitoxin  formation.  It  is  constant  in  its  properties,  regard- 
less of  the  source  of  the  Shiga  culture,  i.e.,  an  antitoxin  produced  by 
the  injection  of  one  Shiga  culture  will  neutralize  the  toxins  of  other 
Shiga  cultures  from  widely  separated  sources.  This  toxin  will  produce 
in  rabbits  after  a  definite  incubation  period,  typical  lesions  of  the  cen- 
tral nervous  system  (hemorrhages,  necroses,  and  possibly  a  perivas- 
cular infiltration  in  the  gray  matter  of  the  upper  spinal  cord  and 
medulla)  with  paralysis  of  the  limbs  and  urinary  bladder  (vide  infra). 
It  will  not  produce  any  obvious  intestinal  lesions.  Olitsky  and  Kligler 
(119)  regard  it  as  an  exotoxin  and  a  neurotoxin. 

The  production  of  the  endotoxin  of  Shiga  bacilli  does  not  differ 
essentially  from  that  of  other  bacteria.  The  principle  underlying  all 
of  the  methods  is  that  of  autolysis  or  dissolution  of  the  bacterial  cell 
with  the  resultant  liberation  of  its  intracellular  components.  Most 
observations  with  the  Shiga  bacillus  have  been  made  with  endotoxins 
produced  in  broth  cultures  by  prolonged  incubation  (beyond  fourteen 
days),  but  endotoxin  may  be  produced  more  rapidly  by  incubating 
at  37°C.  for  forty-eight  hours  a  saline  suspension  of  a  twenty-four- 
hour  agar  slant  culture  and  then  filtering  through  a  Berkefeld  N 
candle  (119). 

Usually  small  amounts  of  exotoxin  are  found  in  preparations  of 
endotoxin  and  vice  versa  but  they  may  be  separated  by  heat  for  the 
exotoxin  is  destroyed  when  heated  to  75°C.  for  one  hour  while  the 
endotoxin  will  withstand  this  temperature  although  it  is  destroyed 
when  heated  to  85-90°C.  for  one  hour.  These  two  toxins  may  also 
be  separated  by  neutralization,  i.e.,  by  adding  anti- exotoxin,  all  of 
the  exotoxin  present  is  combined  and  neutralized  and  only  the  endo- 
toxin remains  free  and  active.  Anti-exotoxin  will  not  neutralize 
endotoxin.  Endotoxin,  however,  is  neutralized  by  an  antibacterial 
serum  prepared  by  actively  immunizing  horses  with  Shiga  bacilli. 


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402  WILBURT  C.  DAVISON 

The  endotoxin  exerts  a  typical  action  on  the  intestinal  tract  of 
rabbits  producing  edema,  hemorrhage,  necroses,  and  ulcerations 
especially  in  the  cecum  and  large  intestine  (vide  infra).  The  Shiga 
endotoxin  is  probably  of  intracellular  origin,  and  has  the  properties 
of  the  Endotoxins  as  a  class  (119).  Neitz  (122)  extracted  a  nucleo- 
protein  from  Shiga  bacilli  that  was  toxic  for  animals.  The  serum  of 
animals  injected  with  this  nucleoprotein  would  agglutinate  the  Shiga 
bacillus. 

Horimini  (341)  has  reported  that  by  means  of  washing  and  neu- 
tralization he  has  been  able  to  separate  the  toxins  of  the  Shiga  bacillus 
into  four  fractions.  One  attacks  the  cecum,  another  the  central 
nervous  system,  another  the  small  intestine  and  the  fourth  produces 
lesions  in  the  colon. 

The  mannite  fermenting  dysentery  bacilli,  on  the  other  hand,  pro- 
duce endotoxin  but  usually  no  exotoxin. 

The  divisions  of  the  mannite  fermenting  (Flexner)  group  of  dysentery 

bacilli 

The  existence  of  the  Flexner-Harris,  Strong  and  Y  types  of  mannite 
fermenting  dysentery  bacilli  has  been  confirmed  (36,  80,  123)  in 
various  parts  of  the  world  and  furthermore  it  has  been  shown  on  the 
basis  of  the  differences  in  fermentation  of  other  carbohydrates  such 
as  sorbite,  dextrin,  dulcite  and  rhamnose,  that  there  are  probably 
additional  members  of  the  mannite  fermenting  group  of  dysentery 
bacilli  (7,  80,  124). 

A  tremendous  impetus  was  given  to  the  study  of  bacillary  dysentery 
by  the  Great  War.  The  publications  of  the  workers  of  the  Medical 
Research  Committee  of  England,  the  Royal  Army  Medical  College 
and  others  have  placed  our  knowledge  of  the  disease  on  a  new  plane. 
At  first  there  was  considerable  confusion  in  regard  to  the  different 
varieties  of  mannite-fermenting  dysentery  bacilli.  It  had  previously 
been  shown  that  divisions  of  this  group  into  Flexner-Harris,  Strong 
and  Hiss-Russell- Y  on  the  basis  of  the  fermentation  of  maltose  and 
saccharose  were  unreliable  (35,  37,  56,  57, 110, 130,  222).  An  organ- 
ism may  be  isolated  from  a  patient's  stool  that  gives  the  fermentation 
reactions  of  the  Hiss-Russell- Y  organism,  i.e.,  not  producing  acid  in 
maltose  and  saccharose.    If  the  fermentations  are  repeated  after  a 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  403 

lapse  of  a  few  months,  they  may  be  identical  with  those  of  the  Flexner- 
Harris  bacillus,  i.e.,  forming  acid  in  maltose  and  saccharose.  If  this 
organism  is  then  injected  into  an  animal  and  then  recovered  and  its 
fermentation  ability  retested,  a  reversion  to  the  original  Hiss-Russell- Y 
type  may  be  noted  (1 10) .  The  question  then  is,  what  type  of  bacillus 
caused  this  patient's  dysentery?  Serological  results  did  not  always 
help  for  many  Flexner-Harris  and  Y  monovalent  sera  will  cross-agglu- 
tinate to  such  high  titres  that  it  is  impossible  to  decide  which  is  specific. 
The  changing  fermentative  ability  of  these  divisions  probably  accounts 
for  the  frequent  confusion  of  the  sera,  for  in  the  example  I  have  just 
quoted,  a  diagnostic  serum  made  with  the  freshly  isolated  organism, 
while  it  gave  fermentative  reactions  similar  to  a  Y  bacillus,  would  of 
course  be  called  a  Y  serum.  After  a  few  months,  however,  if  a  diag- 
nostic serum  was  made  with  the  same  culture  which  then  fermented 
as  a  Flexner-Harris  bacillus,  would  this  new  serum  be  a  Flexner- 
Harris  serum?  At  any  rate,  both  the  original  and  the  new  sera  will 
agglutinate  this  organism  that  was  at  one  time  a  Y  bacillus  and  later 
a  Flexner-Harris  type,  for  the  agglutinins  of  the  serum  do  not  change 
their  type  (222).  If  a  serum  reacts  with  a  freshly  isolated  organism 
at  a  dilution  of  1/100,  it  will  usually  react  to  the  same  or  a  higher 
titre  with  this  organism  after  a  few  months  of  laboratory  cultivation 
(431).  As  an  exception  to  this,  Benians  (114)  has  just  shown  that 
injecting  an  agglutinable  Shiga  bacillus  suspended  in  mucilage  of 
tragacanth  into  a  guinea  pig  may  render  it  inagglutinable.  This  may, 
perhaps,  be  due  to  the  same  process  involved  in  Bordet's  and  Ciuca's 
(233)  experiment  (bacteriophage  or  d'Herelle  phenomenon)  (vide 
infra).  Cultivation  in  bouillon  containing  antidysenteric  serum  will 
produce  the  same  result  (115,  452).  In  some  instances  (378)  long 
cultivation  alone  may  decrease  the  agglutinability  of  a  strain  of 
dysentery.  Werdt  and  Kopatschek  (367)  found  that  all  strains  of  B. 
dysenteriae  when  grown  on  a  protein  free  medium  to  which  test  sugars 
had  been  added,  failed  to  ferment  dextrose,  mannite,  maltose,  lactose 
or  saccharose.  Other  members  of  the  colon-typhoid  group  produced 
their  typical  sugar  reactions.  Addition  of  a  small  amount  of  peptone 
to  this  protein  free  medium  reestablished  the  usual  sugar  fermentations 
characteristics  of  the  dysenteries.  These  investigators  conclude 
from  this  that  dysentery  bacilli  do  not  form  carbohydrate  splitting 


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404  WELBUBT  C.  DAVISON 

enzymes  in  the  absence  of  protein.  It  may  be  seen  therefore  that  in 
the  whole  series  of  dysentery  bacilli  marked  changes  may  occur  or  be 
brought  about  that  will  greatly  alter  both  the  fermentation  capacity 
and  the  agglutination  characteristics  of  these  organisms.  However, 
although  the  agglutinability  of  a  dysentery  bacillus  may  occasionally 
be  reduced  to  zero,  yet  a  distinct  change  from  one  serological  variety 
to  another  does  not  occur,  whereas  a  change  from  one  fermentative 
variety  to  another  is  quite  common  within  the  mannite-fermenting 
group. 

Murray  (131)  and  others  (132,  133)  have  attempted  to  clarifythis 
question.  Murray  found  that  34  mannite  fermenting  dysentery 
bacilli  isolated  from  cases  of  dysentery  in  different  parts  of  the  world 
fell  into  five  divisions  on  the  basis  of  their  agglutination  reactions  with 
monovalent  rabbit  sera.  These  five  divisions  were  designated  as  the 
V,  W,  X,  Y,  and  Z  divisions  of  the  Flexner  group  by  a  committee  of 
bacteriologists  appointed  by  the  British  War  Office  Committee  on 
Dysentery.  The  names  of  the  various  subgroups  based  on  differences 
in  fermentation  of  maltose  and  saccharose  have  been  discarded.  The 
name  Flexner41  is  now  usually  applied  to  the  whole  mannite  fermenting 
group  and  the  subdivisions  based  on  agglutination  noted,  i.e.,  B. 
dysenteriae  (Flexner,  type  V,  etc.). 

I  used  fermentation  tests  with  maltose,  saccharose,  dulcite  and 
rhamnose,  and  also  agglutination  tests  with  Murray's  five  (English) 
Flexner  monovalent  rabbit  sera  types  V,  W,  X,  Y  and  Z  to  differentiate 
eighty-nine  cultures  of  mannite  fermenting  dysentery  bacilli  isolated 
from  the  stools  of  cases  of  dysentery  in  adults  and  children  (132). 
On  the  basis  of  the  fermentation  tests,  these  cultures  fell  into  seven 
groups  which  did  not  correspond  with  the  groups  obtained  by  the 
agglutination  tests,  i.e.  of  the  organisms  that  fermented  maltose  and 
not  saccharose,  some  were  agglutinated  by  the  Y  serum  and  others 
by  the  Z  serum.  Of  the  organisms  agglutinated  by  the  X  serum, 
some  fermented  maltose  and  saccharose  and  others  did  not  ferment 
saccharose.  In  order  to  avoid  this  confusion  either  fermentation 
or  agglutination  methods  must  be  adopted  as  the  criterion  for 
classification. 

*  In  the  remainder  of  this  paper  by  B.  dysenteriae  (Flexner)  or  the  Flexner  bacillus 
I  shall  refer  to  the  whole  mannite  fermenting  group  of  dysentery  bacilli. 


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BACnXARY  DYSENTERY  IK  ADULTS  AND  CHILDREN  405 

Agglutination  tests  were  performed  with  V,  W,  X,  Y  and  Z  stock 
cultures  and  the  sera  of  the  patients  from  whose  stools  dysentery 
bacilli  were  obtained  and  a  general  correspondence  was  found  between 
these  serum  reactions  and  the  serological  grouping  of  the  stool  organ- 
isms. That  is,  if  the  patient's  serum  agglutinated  the  V  and  Y  stock 
cultures,  his  stool  organisms  would  be  agglutinated  by  the  V  and  Y 
type  sera. 

As  the  fermentation  reactions  of  these  cultures  may  change  after  sub- 
culture and  as  the  serological  typing  is  fairly  constant  (222) ,  a  grouping 
on  the  basis  of  agglutination  is  preferable.  Inasmuch  as  Murray 
studied  organisms  from  such  widely  distributed  sources  it  would  seem 
advisable  to  adopt  his  serological  classification  and  to  add  to  it  the 
types  that  fail  to  be  agglutinated  by  his  V,  W,  X,  Y  and  Z  sera. 
Polyvalent  sera  for  diagnostic  and  therapeutic  purposes  should  include 
antibodies  for  the  more  common  of  these  types. 

There  are  probably  other  types  of  Flexner  bacilli  in  addition  to  the 
V,  W,  X,  Y  and  Z  types  (57, 449),  for  from  the  stool  of  one  dysentery 
patient  I  isolated  a  mannite  fermenting  dysentery  bacillus  that^was 
not  agglutinated  by  any  of  the  five  diagnostic  sera  and  there  were  no 
agglutinins  in  this  patient's  serum  for  the  V,  W,  X,  Y  and  Z  stock 
cultures  (132). 

Flexner  cultures  are  rarely  agglutinated  by  only  one  of  these  five 
sera;  for  example,  a  strain  may  react  with  the  Y  serum  at  a  high  titre 
and  with  the  W  and  X  sera  in  lower  dilutions.  Murray  believes  that 
there  are  five  or  more  antigens  in  the  Flexner  group,  one  of  which  pre- 
dominates in  a  given  culture. 

Absorption  tests  and  the  Michealis  "acid  agglutination"  reaction 
(57,  134,  135)  are  of  little  assistance  in  the  division  of  the  Flexner 
group. 

The  toxins  of  the  mannite  fermenting  {Flexner)  group  of  dysentery 

bacilli 

It  has  usually  been  assumed  that  the  Flexner  group  of  dysentery 
bacilli  caused  nothing  but  intestinal  lesions  because  they  only  pro- 
duced endotoxin,  an  enterotoxin,  but  Thjotta  and  Sundt  (442)  have 
reported  that  filtrates  of  eight-day  bouillon  cultures  of  one  of  the  sub- 
groups of  mannite  fermenting  dysentery  bacilli  contained  a  neuro- 


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406  WILBURT  C.  DAVISON 

toxin.  When  these  filtrates  were  injected  into  animals,  nervous 
lesions  occurred  after  an  incubation  period,  but  no  intestinal  lesions 
were  encountered.  These  bacilli  also  possessed  an  endotoxin  which 
caused  intestinal  disturbances,  usually  of  a  mild  character.  Repeated 
injections  of  the  two  toxins  rendered  animals  immune.  A  weak  anti- 
toxin could  be  prepared  for  each  of  these  toxins. 

Geographical  distribution  of  Shiga  and  Flexner  dysentery  bacilli 

During  the  war  the  predominating  type  of  organism  varied  with 
the  epidemic.  On  the  Gallipoli  peninsula  (54) ,  along  the  German  and 
Austrian  Eastern  fronts  (69,  71,  72,  73,  74),  in  Russia  (136),  Brittany 
(137),  Albania  (90),  Macedonia  (355),  Norway  (455),  and  in  the  recent 
British  outbreaks  (29,  356),  the  Shiga  bacillus  was  usually  more  pre- 
valent while  the  Flexner  bacillus  was  the  more  common  along  the 
Western  front  in  the  Allied  (69,  55)  as  well  as  in  the  German  armies 
(73),  along  the  Serbian  front  (70),  in  Salonika  (222),  in  Brussels  (415) 
and  among  the  civilians  in  Germany,  Austria  (69)  and  South 
America  (387).  Two  small  Shiga  epidemics  have,  however,  recently 
been  reported  in  Germany  (357,  368).  Flexner  and  Shiga  infections 
were  about  equally  frequent  in  Mesopotamia  (370).  Blackburn  (380) 
states  that  Flexner  infections  were  more  common  in  Palestine. 

In  the  sporadic  cases  of  dysentery  in  children  the  Flexner  bacillus  is 
more  common  than  the  Shiga  variety  (48, 124, 138, 139, 140, 389, 418). 
The  statement  is  sometimes  made  (140)  that  mixed  Flexner  and  Shiga 
infections  in  children  are  more  common  than  infection  with  the  Shiga 
bacillus  alone.  This  has  not  been  true  in  our  series  of  cases  (48). 
In  35  cases  of  bacillary  dysentery  in  children  in  Baltimore  and  Bir- 
mingham, Alabama,  I  found  31  due  to  infection  with  B.  dysenteriae 
Flexner  and  4  with  B.  dysenteriae  (Shiga).  I  did  not  find  any  cases 
of  mixed  infection. 

Intermediate  or  atypical  varieties  of  dysentery  bacilli 

In  addition  to  the  Shiga  bacillus  and  the  various  members  of  the 
Flexner  group,  intermediate  varieties  have  been  described  (141,  389). 
Three  of  these  types  of  dysentery  bacilli  deserve  mention.  One,  a 
bacillus  that  forms  acid  and  no  gas  in  lactose,  was  called  B.  pseudo- 


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BACnXARY  DYSENTERY  IK  ADULTS  AND  CHILDREN  407 

dysenteriae  type  E  by  Kruse  (34)  andiscolloquiallyknownasKruseE. 
There  is  probably  a  whole  group  of  these  bacilli  that  produce  acid 
and  no  gas  in  lactose  (39, 142, 143).  Andrewes  (134)  calls  the  mem- 
bers of  this  group,  B.  dispar  and  doubts  their  pathological  significance. 
There  is  no  absolute  proof  that  these  organisms  can  cause  dysentery 
but  it  is  not  at  all  unlikely  that  some  of  them  are  pathogens.  Hilgers 
(384)  isolated  several  strains  of  Kruse  E  from  children  suffering  with 
follicular  enteritis.  He  considered  it  to  be  identical  with  Sonne's 
group  III  (123).  I  have  recovered  Kruse  E  bacilli  (68)  that  agglu- 
tinated with  Murray's  Kruse  E  serum  in  six  cases  of  dysentery  in 
adults  and  from  the  intestines  of  one  fatal  case  of  dysentery  in  a 
child,  and  an  inagglutinable  variety  in  six  additional  cases  of  dysentery 
in  adults  and  four  non-dysenteric  cases  in  children.  The  sera  of 
several  normal  individuals  agglutinated  B.  dispar  (Kruse  E)  in  dilu- 
tions of  1/50. 

Schmitz  (76)  in  1916  during  an  epidemic  of  dysentery  among  Rou- 
manian prisoners  isolated  a  new  type  of  bacillus.  This  organism  is 
non-motile,  produces  indol  and  forms  acid  and  no  gas  in  dextrose  and 
rhamnose.  Ornstein  (365)  working  with  eight  strains  of  the  Schmitz 
bacillus  isolated  from  dysentery  patients  has  confirmed  these  results. 
He  also  showed  it  to  be  distinct  from  B.  fallax.  Blumental  (377) 
isolated  the  Schmitz  bacillus  in  Galicia  and  considered  it  agglutino- 
genically  identical  with  Kruse  J  bacillus.  Andrewes  calls  this  B. 
ambiguus  and  is  doubtful,  as  this  name  implies,  of  its  pathogenicity. 
Nevertheless  it  produces  dysentery  (57).  A  laboratory  technician 
(144)  pipetted  a  mouthful  of  culture  of  the  Schmitz  bacillus  and 
developed  mild  dysentery  two  and  a  half  days  later.  The  Schmitz 
bacillus  was  recovered  from  the  stools.  Broughton-Alcock  (145) 
recovered  this  bacillus  in  two  outbreaks  of  mild  dysentery  among 
British  troops.  Kirschner  and  Segall  found  it  in  cases  in  Vienna 
(406).  I  have  recovered  it  in  two  cases  during  an  epidemic  of  dysen- 
tery in  the  A.  E.  F.  (68).  No  serum  that  I  have  tested  either  from 
dysentery  patients  or  from  normal  individuals  has  agglutinated  the 
Schmitz  bacillus  in  dilutions  of  1/20.  Somewhat  similar  organisms 
have  been  isolated  by  other  workers  (124,  140,  146,  389)  and  called 
by  various  names  such  as  "alkaline"  or  pseudodysentery  bacilli. 
Flexner  believes  them  to  be  non-pathogenic  (39). 


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WILBURT  C.  DAVISON 


A  third  organism  called  B.  alkalescens  by  Andre  wes  is  a  mannite 
fermenting  bacillus  differing  from  the  Flexner  group  in  that  it  forms 
acid  (no  gas)  in  dulcite.  Three  of  the  four  strains  that  I  have  en- 
countered in  cases  of  dysentery  have  not  been  agglutinated  by  any  of 
the  Flexner  type  sera.  I  have  not  recovered  B.  alkalescens  from  nor- 
mal individuals.  The  biological  characteristics  of  these  various  organ- 
isms are  expressed  in  table  1. 

TABLE  1 
Biological  characteristics  of  the  various  types  of  dysentery  bacilli 


TYPE  OF  BACILLUS 


B.  dysenteriae  (Shiga) 

B.  dysenteriae  (Flexner). . , 
B.  dysenteriae  (Kruse  £) 

or  B.  dispar , 

B.  dysenteriae  (Schmitz) 

or  B.  ambiguus , 

B.  alkalescens 


0 
Var 

Var 

+ 
+ 


Var 
Var 


0 

+ 


0 
Var 

+ 

0 
0 


0 
Var 


+ 
0 


0 
0 

+ 

0 


+  indicates  formation  of  indol,  or  production  of  acid  and  no  gas  in  carbohydrate  media. 

0  indicates  negative  gram  staining,  non-motility,  non-indol  production,  non-liquefac- 
tion or  non-fermentation  of  carbohydrate  media  (twenty-eight-day  incubation). 

Var  (variable)  indicates  that  some  members  of  the  group  form  indol  or  produce  add 
and  no  gas  in  carbohydrate  media  while  other  members  fail  to  do  so. 

—  indicates  that  a  test  was  not  made. 

Acid  production  by  dysentery  bacilli 

Zoller  and  Clark  (416)  have  shown  that  under  aerobic  and  anaerobic 
conditions,  in  the  presence  of  1  per  cent  dextrose,  Shiga,  Flexner, 
typhoid  and  paratyphoid  bacilli  produce  approximately  the  same 
total  amounts  of  volatile  fatty  acids  and  about  the  same  proportions 
of  formic  and  acetic  acids.  When  these  organisms  are  grown  aerobi- 
cally  on  sugar-free  peptone  water,  volatile  fatty  acids  are  formed  in 
appreciable  amounts.  Formic  acid,  however,  is  not  produced  but 
propionic  acid  is  found  in  its  place.  When  cultured  anaerobically 
on  non-sugar  media,  these  bacteria  produce  formic  acid  and  also  a 
certain  amount  of  butyric  acid.  Zoller  and  Clark  suggest  that  the 
enormous  amounts  of  formic  acid  produced  by  these  bacilli  may 


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BACILLA&Y  DYSENTERY  IN  ADULTS  AND  CHILDREN  409 

play  a  significant  part  in  causing  the  digestive  disturbances  and 
toxic  symptoms  accompanying  their  infection  of  the  human  gastro- 
intestinal tract. 

Mutation  of  dysentery  bacilli 

A  certain  amount  of  mutation  can  be  produced  in  dysentery  bacilli. 
Fletcher  (147)  has  isolated  bacilli  from  the  stools  of  a  dysentery  car- 
rier and  of  a  convalescent  patient  that  were  apparently  capsulated 
and  that  formed  mucoid  colonies.  Organisms  resembling  dysentery 
bacilli  (mannite-fermenting)  were  obtained  by  plating  out  peptone 
water  cultures  of  these  mucoid  bacilli.  These  organisms  were  agglu- 
tinated by  dysentery  serum  but  did  not  absorb  agglutinins.  May- 
mone  (148)  reported  that  Shiga  bacilli  isolated  from  the  stools  of  the 
same  patient  might  differ  in  agglu  tin  ability,  absorption  and  dextrose 
fermentation. 

Arkwright  (38)  from  a  single  strain  of  B.  dysenteriae  (Shiga)  as 
well  as  from  single  strains  of  several  different  members  of  the  typho- 
coli  group,  has  obtained  two  forms.  One  of  these  made  a  stable 
emulsion  in  physiological  salt  solution  and  the  other  yielded  an  emul- 
sion which  was  spontaneously  agglutinated  in  normal  saline  (without 
the  addition  of  serum).  These  two  types  were  also  distinguishable 
by  the  difference  in  their  growth.  Both  of  these  variants  of  B.  dys- 
enteriae (Shiga)  were  agglutinated  to  the  same  titre  by  a  stock  Shiga 
serum.  Sera,  made  by  immunizing  animals  with  each  type,  however, 
agglutinated  only  their  homologous  strains  in  high  dilutions  and  showed 
but  very  slight  cross-agglutination.  De  Kruif  (435)  has  had  some- 
what similar  results  with  the  organisms  of  rabbit  septicemia. 

Twort  (348)  reported  that  repeated  subcultures  of  young  Shiga 
cultures  eventually  showed  a  preponderance  of  large  thick  bacilli. 
When  these  were  grown  anaerobically,  and  then  subcultured  aero- 
bically,  two  types  of  colonies  resulted,  A,  a  large  mottled  colony  com- 
posed of  waxy  long  spirochaete  like  bacilli  containing  a  few  granules 
and  B,  a  gray  colony  which  later  became  mottled  and  was  formed  by 
long  bacilli  with  swollen  ends,  some  of  which  appeared  to  split  open 
and  to  liberate  free  granules.  When  type  B  colonies  were  replated, 
a  third  type  of  bacillus  was  found.  These  type  C  organisms  were 
shorter,  thick  bacilli  and  they  formed  waxy  colonies.    The  A,  B  and 


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410  WILBURT  C.  DAVISON 

C  types  gave  rise  to  mixed  forms  on  subculture  but  they  did  not 
revert  to  their  original  form.  Cultures  of  the  A,  B  and  C  types 
were  agglutinated  by  Shiga  serum  to  higher  titres  than  the  orig- 
inal Shiga  culture,  but  spontaneous  agglutination  was  frequent. 
Type  C  produced  a  large  amount  of  acid  in  maltose,  type  B  formed 
a  fair  amount,  while  type  A  produced  little  or  none.  Twort  suggests 
that  these  different  types  represent  sexual  forms,  or  that  each  type  has 
a  special  function  such  as  toxin  production,  food  production,  repro- 
duction, etc.  They  do  not  represent  a  life  cycle  as  they  do  not  revert 
to  their  original  form. 

It  is  possible  that  this  mutation  depends  upon  the  same  process 
that  is  responsible  for  the  changes  in  the  form  of  the  colonies  and  in 
the  characteristics  of  the  bacilli  that  are  seen  in  dysentery  cultures 
which  have  been  acted  upon  by  bacteriolytic  filtrates  (bacteriophages, 
d*HereJle  phenomen).    This  will  be  discussed  later. 

Relation  of  length  of  disease  to  excretion  of  dysentery  bacilli 

It  is  frequently  stated  (56,  63,  64)  that  after  the  sixth  day  of  the 
disease  in  adults  it  is  impossible  in  the  majority  of  cases  to  isolate  B. 
dysenteriae  even  though  the  stools  contain  mucus.  The  percentage 
of  positive  stool  cultures  in  typical  cases  of  bacillary  dysentery  is 
rarely  high  (69,  74).  Seligman  (69,  71)  found  B.  dysenteriae  in  38 
per  cent  of  all  of  his  acute  cases.  His  highest  percentages  were  in  the 
first  few  days  of  the  disease  (see  table  2).  Martin  and  Williams  (56) 
have  made  an  interesting  analysis  of  their  1050  positive  stool  cultures 
in  cases  of  dysentery  among  the  Mediterranean  Expeditionary  Force. 
Only  15  per  cent  were  positive  at  the  first  examination.  This  em- 
phasizes the  necessity  for  repeated  cultures  and  that  single  negative 
examinations  are  worthless.  The  earlier  in  the  disease  the  cultures 
are  made,  the  higher  the  percentage  of  positive  results  (see  table  2), 
which  is  somewhat  different  from  the  experience  with  typhoid  fever. 
However,  occasional  patients  excrete  the  organisms  for  months  (69) 
and  even  years  (174).  Fletcher  and  MacKinnon  (175)  have  applied 
the  term  persistent  carriers  to  individuals  harboring  dysentery  bacilli 
over  three  months.  Many  of  them  cease  to  have  clinical  symptoms 
of  dysentery. 


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I 
I 


£ 


►       Days  after  onset  of  disease 

TABLE  2 

Graph  represents  success  in  recovering  dysentery  bacilli  from  the  stools  at  different  periods  after 

the  onset  of  the  disease. figures  from  1050  cases  (Martin  and  Williams)  (56),  

figures  of  Seligmann  (71) 


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412  WILBUM  C.  DAVISON 

Collection  of  stool  specimens 

For  an  accurate  bacteriological  examination  the  proper  collection 
of  stools  is  of  the  utmost  importance.  It  is  preferable  for  the  bacterio- 
logist himself  to  collect  a  specimen  of  blood  and  mucus  directly  from 
the  bed  pan  or  with  a  rectal  swab.  When  this  is  impossible,  a  portion 
of  blood  and  mucus  should  be  collected  on  a  sterile  swab  or  spatula 
and  sent  to  the  laboratory  in  a  sterile  tube  or  jar  as  soon  as  possible. 
With  children,  the  napkin  containing  the  stool  should  be  placed  in  a 
clean  container  and  sent  to  the  laboratory  at  once.  In  the  majority 
of  cases  B.  dysenteriae  is  greatly  outnumbered  by  B.  coli  and  unless 
the  specimens  are  fresh,  the  isolation  of  dysentery  bacilli  is  difficult 
and  often  impossible.  Friedman  (125)  suggested  that  the  difficulty 
in  isolating  dysentery  bacilli  from  dysenteric  stools  might  possibly 
be  due  to  the  presence  of  a  bacteriophage  in  the  specimen  which  killed 
or  inhibited  the  organisms  before  they  could  be  cultivated.  Re- 
peated stool  cultures  are  usually  necessary.  A  negative  culture  is  of 
no  value  in  the  exclusion  of  the  possibility  of  dysenteric  infection.  In 
many  mild  cases  stool  cultures  are  valueless  and  the  agglutination  reac- 
tions of  the  patient's  serum  should  always  be  performed. 

Viability  of  dysentery  bacilli 

Many  of  the  negative  results  obtained  with  typical  cases  of  dysen- 
tery are  due  to  the  age  and  dried  condition  of  the  stool  specimens. 
Dysentery  bacilli  cannot,  as  a  rule,  be  cultivated  after  two  days  so- 
journ in  feces  or  eight  days  in  milk  unless  the  mixtures  have  been 
kept  on  ice  (34).  Pfuhl  (176),  however,  found  that  the  dysentery 
bacillus  remained  alive  for  one  hundred  and  one  days  in  a  mixture  of 
feces  and  moist  earth  kept  at  1°  to  5°C.  but  for  only  twelve  days  in 
dry  soil.  Schmidt  (450)  claimed  that  B.  dysenteriae  survived  all 
winter  in  moist  soil.  Kligler  (448)  found  that  Flexner  dysentery 
bacilli  survived  eight  days  in  feces,  seventy  days  in  moist  soil  and 
eight  days  in  the  fluid  from  a  septic  tank  when  the  reaction  was  be- 
tween pH  7.4  and  7.8  but  only  three  days  at  pH  8.6  or  over,  They 
could  not  be  cultivated  after  twenty  days  in  dry  soil  and  ten  days  in 
acid  soil  (pH  5-5.5).  I  have  alternately  frozen  and  thawed  a  saline 
suspension  of  Flexner  bacilli  once  daily  for  thirty-three  days  and 


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BACILLARY  DYSENTERY  IN  ADULTS  AND   CHILDREN  413 

found  that  the  organisms  remained  alive  (395).  Lauber  (368)  found 
that  dysentery  bacilli  soon  died  out  in  stools  kept  at  37°C,  becoming 
overgrown  by  B.  proteus;  in  the  ice  box,  however,  specimens  remained 
positive  for  B.  dysenteriae  for  as  long  as  ten  days.  Organisms  may 
survive  in  dry  feces  twelve  days,  in  soiled  linen  nineteen  days,  in  water, 
in  butter,  and  in  cheese  nine  days  (57,  176,  322).  I  have  found  that 
a  peptone  water  culture  of  Flexner  bacilli  remained  alive  after  one 
hundred  and  fifty  two  days  at  37°C.  The  bacilli  are  killed  in  half  an 
hour  by  one  per  cent  carbolic  acid  and  immediately  by  5  per  cent 
carbolic  and  1:2000  solution  of  corrosive  sublimate  (39).  B.  dysen- 
teriae is  usually  killed  by  being  kept  at  0°C.  for  two  months  and  also 
by  being  heated  to  60°C.  for  ten  minutes  (180,  222).  The  thermal 
death  point  however  may  vary  with  different  strains.  Direct  sun- 
light is  said  to  kill  this  organism  in  thirty  minutes  (222).  Stools  of 
dysenteric  patients  are  usually  markedly  acid  in  reaction.  With 
increasing  acidity  of  the  stool  it  becomes  more  and  more  difficult  to 
find  dysentery  bacilli  by  bacteriological  methods  (371,  382).  In 
Salonika  (57)  it  was  found  that  by  mixing  equal  parts  of  3  per  cent 
sodium  hydroxide  with  the  specimen  the  viability  of  dysentery  bacilli 
was  increased  so  that  stool  cultures  were  satisfactory  twelve  hours 
after  the  collection  of  the  specimen. 

Technique  of  stool  cultures 

A  loop  full  of  bloody  mucus  (unwashed)  is  streaked  over  the  surface  of 
one  Petri  plate  of  Teague's  or  Endo's  medium  and  then  without  flaming 
the  loop,  it  is  streaked  over  another  plate.  This  will  usually  result  in 
separate  discrete  colonies  on  the  second  plate.  I  have  found  Endo's  medium 
(48)  satisfactory  but  now  prefer  Teague's  medium  (177,178, 179)  of  methy- 
lene blue  eosin  lactose  agar,  as  the  differentiation  of  B.  coli  and  B.  dysenteriae 
is  more  definite.  English  investigators  recommend  McConkie's  Bile  Salt 
agar  (180). 

After  eighteen  hours  incubation  at  37.5°C.  the  colorless  typhoid-like 
colonies  are  fished  into  tubes  of  Russell's  double  sugar  medium  (178,  180, 
181)  (Andrade's  (182)  indicator).  Those  cultures  that  have  colorless  slants 
and  red  butts  without  gas  after  eighteen  hours  incubation  are  subcultured 
into  gelatin  and  seven  Durham  fermentation  tubes  of  peptone  water  con- 
taining respectively  1  per  cent  of  lactose,  dextrose,  mannite,  maltose, 
saccharose,  dulcite  and  rhamnose  (brom-cresol  purple  indicator)  (183). 
The  first  three  carbohydrates  are  the  most  essential. 


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414  WILBURT  C.  DAVISON 

The  growth  from  the  original  culture  (Russell's  slant)  is  then  emulsified 
in  saline  and  agglutinated  macroscopically  at  55°C.  for  five  hours  with 
polyvalent  dysentery,  Flexner  and  Shiga  type  sera.  Six  to  eight  hour  pep- 
>  tone  water  cultures  are  examined  for  motility  and  seven-day  peptone 

water  cultures  are  tested  for  indol  by  ether  extraction  and  Ehrlich's 
reagent  (48,  184). 

The  fermentation  cultures  are  read  at  intervals  for  over  fourteen  days 
and  the  gelatin  cultures  are  left  at  room  temperature  for  twenty-eight 
days. 

The  necessity  for  prolonged  incubation  of  fermentation  cultures  is  shown 
by  the  fact  that  12  per  cent  of  the  cultures  from  children  in  our  series  (48) 
and  29  per  cent  of  those  from  the  series  in  adults  (68)  were  late  lactose 
fermenters,  that  is,  formed  colorless  colonies  on  Endo's  or  Teague's  medium 
but  fermented  lactose  after  the  second  day  of  incubation.  All  fermenta- 
tions were  practically  complete  by  the  14th  day  and  only  very  slight  changes 
occurred  during  the  remaining  time  of  the  twenty-one  day  incubation.  It 
would  seem  that  fourteen  days  incubation  for  fermentation  cultures  is 
sufficient. 

Subsequent  agglutination  work  to  confirm  the  original  tests  or  to  deter- 
mine the  V,  W,  X,  Y  or  Z  type  if  the  culture  ferments  mannite  is  done 
(macroscopically)  with  eighteen-hour  peptone  water  cultures. 

Agglutination  reactions  of  the  patient's  serum 

Inasmuch  as  the  isolation  of  dysentery  bacilli  from  the  stools 
requires  considerable  time  as  well  as  training,  the  agglutination  reac- 
tions, which  are  positive  after  the  sixth  to  the  tenth  day  of  the  disease, 
are  frequently  used  in  the  diagnosis  of  dysentery.  It  is  often  stated 
that  the  patient's  serum  reactions  in  dysentery  are  uncertain  (46,  70, 
185,  186,  187,  222,  356,  385).  It  is  just  as  commonly  claimed  that 
they  are  of  the  greatest  value  (48,  69,  71,  72,  73,  150,  154,  184,  188, 
189, 368, 409)  and  that  the  serum  of  normal  individuals  does  not  agglu- 
tinate B.  dysenteriae  (190). 

The  confusion  in  regard  to  the  reliability  of  the  diagnosis  of  bacillaiy 
dysentery  by  agglutination  is  largely  due  to  two  things;  first  that 
there  are  five  or  more  types  of  the  Flexner  bacillus  and  if  any  of  these 
types  are  omitted  in  agglutination  tests,  the  sera  of  some  dysentery 
patients  which  may  agglutinate  one  of  these  omitted  types,  may  be 
reported  as  negative  (48,  57);  and  second  because  living  cultures  are 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  415 

frequently  employed  as  antigens  (191,  222).    Living  cultures  vary 
from  time  to  time  in  their  agglutinability  (114,  115,  192,  193,  194, 
195,  431).    Therefore  agglutination  tests  made  with  dysentery  cul- 
tures killed  by  formol  (standard  agglutinable  cultures)  whose  agglu- 
tinability does  not  vary,  are  much  more  reliable.    It  is  of  the 
greatest  importance  that  only  those  dysentery  cultures  whose  sensi- 
tiveness to  agglutination  has  been  thoroughly  tested  should  be  selected 
for  the  preparation  of  "standard  agglutinable  cultures."    Many 
strains  even  of  the  same  serological  type  as  the  organism  producing 
the  patient's  disease  are  not  agglutinated  by  the  patient's  serum.    On 
the  other  hand,  dysentery  cultures  are  frequently  encountered  which 
are  agglutinated  to  comparatively  high  titres  by  the  sera  of  normal 
individuals.    Some  investigators    (196)   have,  it  is  true,  reported 
unsatisfactory  results  with  Dreyer's  formolized  cultures,  but  the 
majority  find  the  method  extremely  useful.    Employing  the  technique 
outlined  below,  I  have  found  that  agglutinins  in  a  patient's  serum  in 
a  dilution  of  1  to  30  or  over,  are  usually  diagnostic  of  previous  or  pres- 
ent dysentery  infection.    In  all  patients  in  our  series  (48)  from  whom 
an  agglutinable  B.  dysenteriae  was  recovered  and  whose  sera  were 
tested,  specific  agglutinins  were  found.    Very  rarely  the  sera  of  ty- 
phoid patients  or  of  normal  children  and  adults  with  no  history  of 
dysenteric  infection  will  give  positive  dysentery  agglutination  reactions. 
There  is  evidence  to  prove  that  non-specific  agglutinins  may  be  pres- 
ent in  the  sera  of  typhoid  patients  (197,  198,  199).    Occasionally 
the  serum  of  patients  with  dysentery  may  agglutinate  B.  paraty- 
phosusB  (379). 

Agglutinins  for  B.  dysenteriae  are  usually  demonstrable  after  the 
sixth  day  of  the  disease,  although  they  are  occasionally  reported  earlier 
(38, 200).  The  serum  of  one  child  was  positive  on  the  second  day 
(48),  the  titre  rising  on  the  fourth  (198)  and  ninth  days.  The  maxi- 
mum titre  is  probably  reached  on  the  seventeenth  to  twenty-first  day  as 
it  is  in  typhoid  fever  (57).  The  titre  of  a  dysentery  patient's  serum 
for  dysentery  bacilli  is  practically  always  lower  than  that  of  a  typhoid 
patient's  serum  iox  typhoid  bacilli,  probably  because  dysentery  bacilli 
are  usually  less  agglutinable  than  typhoid  bacilli.  A  dilution  of  1  to 
250  especially  in  Shiga  infections  is  the  usual  limit  at  the  height  of 
the  disease  (seventeenth  to  twenty-first  day)  but  in  a  few  cases  of 


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416  WILBUM  C.  DAVISON 

Flexner  infection  I  have  found  agglutination  for  the  Flexner  bacillus 
as  high  as  1  to  1000.  However,  these  titres  depend  upon  the  agglu- 
tinability  of  the  cultures  used  in  the  test.  Agglutinins  may  persist 
longer  than  four  months.  In  the  sera  of  four  children  tested  after 
six  months  they  were  still  present  (48,  57,  69).  Agglutination  for 
both  Shiga  and  Flexner  groups  is  occasionally  found  in  single  infections 
with  either  one  of  these  bacilli  (55,. 57,  69,  201).  I  found  this  in  two 
of  our  cases  (48) .  True  double  infections  with  both  Flexne*  and  Shiga 
types  have,  of  course,  been  reported  (57,  69,  138,  140,  202). 

Agglutination  technique 

I  have  obtained  consistent  results  with  Dreyer's  technique  (48,194,203) 
but  inasmuch  as  I  have  used  eleven  different  antigens  I  have  adopted  the 
following  modification  of  this  method  for  all  routine  agglutination  tests 
in  diarrhoea!  diseases: 

One  cubic  centimeter  of  the  patient's  serum  is  diluted  ten  times.  0.5 
cc.  (or  10  drops)  of  this  diluted  serum  is  placed  in  each  of  11  agglutination 
tubes,  0.5  cc.  (or  10  drops)  of  a  formolized  standard  agglutinable  culture 
of  each  of  the  following  organisms  is  each  placed  in  one  of  these  11  tubes: 
B.  typhosus,  B.  paratyphosus  A,  B.  paratyphosus  B,  B.  shigae,  B.  dysenteriae 
(Flexner),  English  types  V,  W,  X,  Y,  and  Z,  B.  dysenteriae  (Kruse  E) 
or  (B.  dispar)  and  B.  dysenteriae  (Schmitz)  (or  B.  ambiguus).  In  localities 
where  other  types  of  pathogenic  intestinal  organisms,  such  as  atypical 
paratyphoid  bacilli  (69,  204,  205,  206,  207)  (Salonika,  Bagdad  and  India) 
or  B.  Gaertner  (208)  are  common,  they  should  be  added  to  the  series. 

These  tubes  are  incubated  in  a  water  bath  at  55°C.  for  four  and  one-half 
hours.  If  agglutination  is  positive  for  any  of  these  1 1  antigens  at  this  1  to  20 
dilution,  tests  are  set  up  according  to  Dreyer's  directions,  using  only  those 
standard  agglutinable  cultures  for  which  there  have  been  agglutinins  in 
the  preliminary  test. 

Blood  cultures 

Blood  cultures,  as  a  general  rule,  are  of  but  little  assistance  in  cases 
of  dysentery  for  only  in  rare  instances  do  dysentery  bacilli  enter  the 
blood  stream.  Tenbroek  (209),  Schloss  (210)  and  others  (188,  211, 
212, 218)  have  reported  occasional  positive  antemortem  blood  cultures 
for  B.  dysenteriae.  Caussade  and  Marbais  (213)  found  the  Shiga 
bacillus  in  the  blood  stream  of  one  patient  although  stool  cultures 
were  negative. 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  417 

Dysentery  bacilli  have  been  found  in  a  few  instances  (37,  57,  140, 
188,  214,  215)  in  the  heart's  blood,  mesenteric  glands  and  spleen 
at  autopsy  but  such  findings  are  the  exception  (138).  Recently  posi- 
tive blood  cultures  of  B.  fecalis  alkaligenes  (216)  have  been  reported 
in  a  few  cases  of  bloody  diarrhea  in  children,  as  well  as  in  an  adult 
with  a  typhoid  like  disease  (432). 

Urine  cultures 

In  one  child  with  bacillary  dysentery  we  found  (217)  typical  B. 
dysenteriae  (Flexner)  in  the  catheterized  urine.  Fraenkel  (218)  cul- 
tured the  urine  of  39  patients  with  mild  bacillary  dysentery  and  found 
B.  dysenteriae  (Flexner)  in  three.  In  the  urine  of  another  patient 
B.  dysenteriae  and  B.  typhosus  were  associated.  Sonne  (123)  re- 
ported the  presence  of  Flexner  bacilli  in  the  urine  of  a  typhoid  con- 
valescent and  others  have  occasionally  found  bacilli  morphologically 
and  culturally  indistinguishable  from  B.  dysenteriae  in  the  urine  of 
patients  with  pyelocystitis  (219)  and  other  diseases  (218,  220)  but 
proof  that  all  of  these  urinary  organisms  were  true  dysentery  bacilli 
was  not  brought  forward. 

The  infrequence  of  positive  cultures  of  B.  dysenteriae  in  the  blood 
and  urine  renders  the  taking  of  blood  and  urine  cultures  of  little  or 
no  diagnostic  assistance. 

Bacteriological  diagnosis  {summary) 

The  highest  percentage  of  positive  cultures  of  dysentery  bacilli  is 
obtained  from  culturing  the  postmortem  scrapings  of  the  mucous 
membranes  of  the  ulcerated  intestines  of  patients,  both  adults  and 
children,  dying  of  dysentery.  Frequently  over  80  per  cent  of  these 
cultures  are  positive.  The  next  highest  percentage  is  obtained  by 
culturing  the  bloody  mucus  of  the  feces  of  children  with  dysentery; 
from  50  to  60  per  cent  of  these  cultures  are  positive  if  cultures  are 
made  from  several  specimens  during  the  height  of  the  disease  (from 
the  fourth  to  fourteenth  day).  It  has  been  reported  (221,  405,  406) 
that  the  diagnosis  of  dysentery  is  rendered  easier  by  the  examination 
of  the  rectal  mucosa  and  by  obtaining  cultures  directly  from  the  in- 
testinal ulcers  of  adults,  infants  and  young  children  by  means  of  a 


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418  WILBURT  C.  DAVISON 

proctoscope.  However,  perforation  of  the  intestine  and  death  from 
peritonitis  has  occurred  from  the  use  of  a  sigmoidoscope  (446).  The 
lowest  percentage  of  positive  stool  cultures  is  obtained  in  adults 
(56,  69,  71);  25  to  40  per  cent  of  the  cultures  of  the  feces  of  adults 
with  dysentery  may  be  positive  if  cultures  are  repeated  during  the 
height  of  the  disease  (up  to  the  fourth  week). 

These  percentages  of  positive  cultures  of  dysentery  bacilli  are 
usually  only  obtained  under  ideal  conditions,  i.e.,  fresh  fecal  speci- 
mens that  have  not  been  allowed  to  become  dry  and  an  experienced 
bacteriologist  with  good  media.  Frequently  the  percentage  of  posi- 
tive stool  cultures  is  not  sufficiently  high  to  be  of  great  assistance  in 
clinical  diagnoses,  for  even  repeatedly  negative  stool  cultures  do  not 
rule  out  the  presence  of  dysentery.  Moreover,  two  to  three  days  are 
usually  required  for  stool  cultures.  However,  after  the  sixth  to  the 
tenth  day  of  the  disease  a  method  is  available  that  is  more  rapid 
and  that  is  positive  in  practically  all  cases  of  dysentery  and  negative 
in  practically  all  non-dysenteric  cases.  The  agglutination  reactions 
of  the  patient's  serum  fulfill  all  of  these  conditions  after  the  sixth 
to  the  tenth  day  of  the  disease  in  adults  and  are  frequently  positive 
in  low  dilutions  on  the  fourth  day  of  the  disease  in  children.  As  I 
have  pointed  out,  this  method  is  reliable  with  standardized  technique 
and  should  be  used  as  an  aid  to  the  diagnosis  of  all  diarrheal  disease. 
If  the  agglutination  reaction  of  the  patient's  serum  is  positive  for  any 
of  the  dysentery  bacilli,  a  diagnosis  of  past  or  present  dysentery  (or 
of  prophylactic  vaccination)  can  be  made.  The  exceptions  to  this 
are  infrequent.  If  the  agglutination  reaction  is  repeated  quantitat- 
ively after  an  interval  of  four  days  and  a  marked  increase  or  decrease 
in  the  titre  of  the  serum  is  present,  a  diagnosis  of  active  dysentery  can 
be  made  as  the  titre  of  the  serum  of  patients  who  have  had  dysen- 
tery some  time  previously  or  who  have  received  prophylactic  inocu- 
lations of  vaccine  soon  reaches  a  constant  level  and  tests  made  at 
short  intervals  will  show  no  change.  If  the  agglutination  reaction 
of  the  patient's  serum  is  negative  for  all  of  the  dysentery  bacilli,  the 
disease  can  usually  be  ruled  out  but  the  test  should  be  repeated  two 
or  three  days  later. 

For  a  bacteriological  diagnosis  before  the  sixth  day  of  the  disease 
stool  cultures  are  necessary.    If  negative,  they  should  be  repeated. 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  419 


BACILLUS   (D'HERELLE'S  PHENOMENON,  BACTERIOPHAGE, 
BACTERIOLYTIC  AGENT,  BACTERIOLYSANT,  ETC.) 

Under  these  names,  which  have  been  used  interchangeably,  an 
extensive  literature  has  accumulated  in  regard  to  a  "substance" 
contained  in  filtrates  of  stool  cultures  and  also  obtained  from  other 
sources  which  when  added  to  young  cultures  kills  and  dissolves  dy- 
sentery bacilli  and  other  organisms.  It  has  usually  been  assumed 
that  Twort  (126)  was  the  first  to  describe  this  phenomenon  though 
Hankin  (426)  in  1896  demonstrated  that  the  water  of  the  Ganges  and 
Jumna  rivers  in  India  was  bactericidal  for  bacteria  in  general  and 
for  the  cholera  vibrio  in  particular.  Inasmuch  as  heating  the  water  to 
115°C.  for  a  half  hour  (a  temperature  which  destroys  bacteriophagic 
activity)  did  not  totally  destroy  its  bactericidal  activity,  Hankin 
was  probably  not  dealing  with  a  bacteriophage.  Nicolle  (425)  in  1907 
reported  that  cultures  or  filtrates  of  B.  subtilis  would  dissolve  pneumo- 
cocci,  staphylococci,  B.  typhosus,  B.  coli,  V.  cholerae  and  B.  shigae. 
Though  not  recognized  as  such,  this  is  perhaps  the  first  mention  of 
"bacteriophagy." 

Source 

There  have  been  at  least  five  methods  described  by  which  a  bacterio- 
phage may  be  obtained. 

1.  Twort  (126)  in  1915  noted  in  a  culture  of  staphylococci  obtained 
while  plating  out  glycerinated  calf  vaccine,  transparent  areas  in  which 
no  cocci  grew  or  if  they  had  grown,  they  had  become  degenerated.  If 
one  of  these  transparent  areas  was  touched  with  a  sterile  platinum 
loop  and  the  loop  was  then  drawn  (without  flaming)  across  the  sur- 
face of  a  twenty-four  hour  agar  culture  of  staphylococci,  a  streak 
marking  the  track  of  the  loop  became  clear  and  transparent  within 
a  few  hours.  He  then  passed  the  material  from  these  transparent 
areas  through  a  Berkfeld  filter  and  found  that  it  would  dissolve  and 
kill  most  of  the  organisms  in  fresh  staphylococcus  agar  cultures  even 
when  diluted  one  to  a  million.  This  bacteriolytic  property  could  be 
passed  on  to  numerous  generations  by  adding  a  filtrate  to  successive 
fresh  staphylococcus  cultures  and  then  refiltering.  Gratia  (376)  has 
recently  confirmed  Twort's  work. 


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420  WILBUM  C.  DAVISON 

2.  D*Herelle  (125)  in  1917  inoculated  two  to  three  drops  (or  a  piece 
the  size  of  a  pea)  of  a  stool  from  a  convalescent  dysentery  patient  in 
20  cc.  of  broth  and  filtered  this  culture  through  a  Chamberland  No.  12 
filter.  A  trace  of  this  filtrate  would  dissolve  and  kill  broth  or  agar 
cultures  of  B.  shigae.  A  loopful  of  the  filtrate  obtained  by  filtering 
this  dissolved  culture  through  a  Chamberland  filter  would  again 
dissolve  a  fresh  culture  of  B.  shigae.  By  similar  methods  bacteriolytic 
filtrates  active  against  various  strains  of  organisms  have  been  ob- 
tained from  the  urine  of  a  convalescent  dysentery  patient  (125),  from 
the  urine  of  patients  with  pyelonephritis  (125),  from  the  stools  of 
patients  suffering  from  dysentery  (125,  391,  392,  395,  397),  typhoid 
and  paratyphoid  fever  (125,  392,  394),  gastric  carcinoma  (392), 
rheumatic  fever  (392),  pthisis  (392),  peritonitis  (392,  397),  and  diar- 
rhea (126,  395),  from  the  stools  of  cases  of  avian  typhoid  in  chickens 
(125),  of  hemorrhagic  septicemia  in  cattle  (125), of  plague  in  rats  (125), 
of  flacherie  in  silk  worms  (125),  of  distemper  in  dogs  (126)  from  the 
blood  of  white  rats  fed  on  typhi  murium  (125),  in  Paris  city  water 
(391),  in  water  from  the  Seine  (391),  in  earth  (391)  as  well  as  from  the 
stools  of  normal  adults  (125,  391),  children  (395)  and  animals  (125, 
391). 

3.  Bordet  and  Ciuca  (233)  injected  a  culture  of  B.  coli  intraperi- 
toneally  into  a  guinea  pig.  The  day  after  the  third  injection  they 
found  that  a  small  quantity  of  the  resulting  peritoneal  exudate  as 
well  as  the  culture  of  B.  coli  isolated  from  this  exudate  would  dissolve 
an  eighteen-hour  culture  of  the  strain  of  B.  coli  that  had  been  used  for 
these  inoculations.  This  lysis  was  not  complete  and  a  few  colonies 
could  be  cultivated.  If  these  surviving  organisms  were  inoculated 
into  another  eighteen  hour  colon  culture,  lysis  would  again  result. 
This  bacteriolytic  action  could  in  this  way  be  repeated  indefinitely. 
The  bacilli  exposed  to  the  lytic  substance  acquired  the  ability  to 
transfer  the  lytic  property  to  subsequent  generations.  Wollstein  (397) 
repeated  this  work  using  a  strain  of  the  Shiga  bacillus  instead  of  B. 
coli  and  obtained  a  bacteriophage  active  against  dysentery  and  other 
bacilli. 

4.  Kuttner  (394)  found  that  a  filtered  glycerine  extract  of  the  small 
intestine  of  a  guinea  pig  and  a  saline  extract  of  a  guinea  pig's  liver  were 
bacteriolytic  for  typhoid  bacilli.    This  lytic  principle  could  be  trans- 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  421 

mitted  by  passage  through  successive  typhoid  cultures.  Glycerine 
extracts  of  the  large  intestine  and  of  muscle  tissue  were  not 
bacteriolytic. 

5.  I  found  that  if  one  to  sixty  day  old  broth  or  peptone  water  cul- 
tures of  recently  isolated  or  old  laboratory  strains  of  B.  dysenteriae 
(Shiga)  or  (Flexner)  were  filtered  (395),  the  filtrate  in  many  instances 
was  slightly  bacteriolytic  against  Shiga  and  Flexner  bacilli.  Bacterio- 
lytic substances  have  been  reported  by  others  in  cultures  of  B.  dys- 
enteriae (126,  397,  438)  and  D.  mucoides  (423). 

Non-specificity  of  bacteriolysants 

Originally  it  was  thought  that  the  lytic  action  of  a  filtrate  was  specific 
(125,  126,  233)  and  that  only  the  organism  producing  it  or  causing 
the  patient's  infection  would  be  attacked.  Later  it  was  reported 
(125,  429,  376)  that  no  two  bacteriophages  were  alike,  some  were 
active  against  several  species  of  bacteria,  others  only  against  one. 
At  present  it  is  believed  that  all  bacteriophages  can  be  made  practi- 
cally omniverous  by  adding  them  to  cultures  of  other  bacilli,  incuba- 
ting and  then  filtering  the  preparation.  This  may  have  to  be  repeated 
several  times  before  the  filtrates  will  lyse  the  organism  with  which  it  is 
being  cultivated.  In  this  way  "bacteriophagy"  has  been  extended  to 
several  stains  of  the  following  groups,  Shiga,  Flexner,  typhoid,  para- 
typhoid A  and  B,  colon,  proteus,  hog  cholera,  etc.  (125, 233, 376, 395, 
397).  Other  organisms  such  as  Friedlander's  bacillus,  B.  avisepticus, 
B.  Morgan,  etc.  have  been  tested  with  negative  results  (397). 

Variations  in  the  titre  of  bacteriophage  activity 

Some  filtrates  may  cause  lysis  when  diluted  over  a  million  times 
while  others  are  only  active  after  passage  through  several  successive 
cultures.  The  potency  of  the  lytic  principle  of  subsequent  generations 
of  filtrates  may  vary,  however,  in  some  being  greater  than  that  of  the 
original  filtrate  (125)  in  others  less  (395)  and  in  others  the  same  (394). 
The  lytic  power  of  filtrates  which  have  become  contaminated  by  air 
or  stool  bacilli  and  have  been  refiltered  are  sometimes  greater  and 
sometimes  less  than  that  of  the  original  uncontaminated  filtrate  (395). 
Filtrates  obtained  from  the  stools  of  a  dysentery  patient  were  some- 

uwDicnrm,  vol.  i,  no.  3 


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422  wilbuxt  c.  davison 

times  more  and  sometimes  less  active  against  the  dysentery  bacillus 
isolated  from  that  patient  than  against  other  strains.  The  bacterio- 
lytic power  of  a  filtrate  may  vary  for  different  subcultures  of  the  same 
strain,  for  cultures  isolated  from  the  same  patient  at  different  stages  of 
the  same  disease  (125,  395)  as  well  as  for  subcultures  of  different  colo- 
nies fished  from  the  same  stool  culture  (395).  The  greater  the  con- 
centration of  the  bacteriophage,  the  more  rapid  and  complete  is  the 
bacteriolysis  (125,  395),  i.e.,  a  filtrate  which  dissolved  a  culture  in 
three  hours  when  diluted  1 :  10  usually  required  12  hours  when  diluted 
1 :  100  (394).  There  are  evidently  two  steps  in  the  d'Herelle  phenom- 
enon, first,  the  organisms  are  killed  and  second,  they  are  dissolved. 
If  there  were  more  than  500  million  bacteria  per  cc.  only  the  first  step 
occurred  (125).  This  may  possibly  be  due  to  the  fact  that  the  bac- 
teriolytic principle  is  adsorbed  by  the  more  concentrated  bacteria. 
I  found  (395)  that  broth  cultures  of  Flexner  bacilli  which  contained 
100  million  bacilli  or  more  per  cubic  centimeter  at  the  commencement 
of  the  experiment  contained  less  than  30  viable  organisms  per  cubic 
centimeter  after  twenty-four  hours  contact  with  an  anti-Flexner 
bacteriolysant.  The  number  of  bacteria  killed  was  usually  propor- 
tionate to  the  amount  of  bacteriolysis.  Th$re  is  evidently  an  optimum 
concentration  of  bacteria  for  if  the  numbers  present  were  very  small, 
they  were  destroyed  more  slowly  than  when  in  large  numbers  (438). 

Factors  influencing  bacteriophagic  activity 

Temperature.  The  lytic  power  of  a  filtrate  is  destroyed  by  being 
heated  to  75°C.  for  a  half  hour  (127, 394).  It  is  still  active  after  one 
hour  at  less.than  0°C,  four  years  at  37°C.  (127),  one  hour  at  64°C  to 
65°C,  or  a  half  hour  at  70°C.  (127,  394),  though  its  power  may  oc- 
casionally be  diminished  by  these  two  latter  temperatures  (395). 
The  rate  of  lysis  was  twice  as  rapid  in  a  culture  and  bacteriophage 
incubated  at  41°  to  42°C.  than  at  37°C.  (394) :  at  15°  to  16°C.  it  pro- 
ceeded very  slowly  (125)  and  did  not  occur  at  all  when  the  incubation 
temperature  was  from  45°  to  50°C.  (394). 

Reaction  and  oxygen  supply  of  the  media.  Gratia  (376)  showed  that 
the  inhibition  by  the  lytic  agent  on  the  growth  of  B.  coli  was  slight  at 
pH  6.8,  7.0  and  7.4  but  much  more  pronounced  at  pH  8.0  and  8.5. 
Lysis  was  more  complete  at  pH  8  and  8.2  than  at  pH  6  to  7.7  (395). 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  423 

A  bacteriophage  was  active  in  media  with  reactions  from  pH  2.5  to 
8.4  but  lost  its  power  when  the  hydrogen  ion  concentration  was  above 
pH  2.5  and  below  8.4  (424).  Wollstein  (397)  reported  that  the  lytic 
action  proceeded  as  rapidly  and  as  completely  in  the  absence  of  oxy- 
gen as  in  its  presence. 

Chemicals.  A  substance  having  bacteriolytic  power  has  been  pre- 
cipitated from  filtrates  by  the  addition  of  acetone  (127),  alcohol  (127) 
ammonium  sulphate  and  tricalcium  phosphate  (439).    Kabeshima 

(127)  reported  that  the  lytic  agent  was  soluble  in  ether  and  that  the 
addition  of  1  per  cent  sodium  fluoride  would  not  destroy  the  lytic  power 
of  a  filtrate  but  both  statements  have  been  denied  (125, 128).    Bablet 

(128)  claimed  that  glycerine  and  chloroform  inhibited  lytic  activity. 
Eliava  and  Pozerski  stated  that  twenty-four  hours'  contact  with  2.5 
per  cent  phenol  or  2.5  per  cent  sodium  fluoride  did  not  affect  a  bac- 
teriophage but  that  0.75  per  cent  quinine  chlorhydrate  reduced  the 
lytic  activity  of  a  filtrate  and  that  1.0  per  cent  destroyed  it.  De 
Poorter  and  Maisin  (439)  reported  that  the  lytic  agent  was  destroyed 
by  phenol  and  certain  metallic  salts  and  that  it  was  insoluble  in  animal 
and  plant  fats  and  lipoids.  Lytic  activity  was  destroyed  by  the  addi- 
tion of  N/5  sodium  hydroxide  (395).  Four  per  cent  collodium  mem- 
branes were  impermeable  to  bacteriophages  (422). 

Other  factors.  Young  living  cultures  are  essential  for  the  action  of 
a  bacteriophage  (125).  Two  to  eight  hour  cultures  are  the  most 
sensitive  (394,  395,  397).  Dead  cultures  are  unaffected  (125,  395). 
Although  young  organisms  suspended  in  bouillon  peptone  water  or 
serum  are  lysed,  saline  suspensions  are  not  affected  (233,  391,392, 
394)  unless  the  reaction  is  near  the  optimum  (395).  A  bacteriolytic 
filtrate  loses  its  power  after  three  or  four  passages  in  sterile  broth 
(125, 126, 392)  or  peptone  water  (395). 

Separation  of  cultures  into  "resistant"  and  "sensitive"  types  by  the 
action  of  bacteriophages 

When  a  lytic  strain  of  organisms  or  a  culture  that  had  been  attacked 
by  a  bacteriophage  was  plated  on  agar,  two  types  of  colonies  appeared 
(125,  233,  376,  394,  395,  397,  424,  428).  These  two  types  were  also 
noted  in  a  culture  of  a  stool  of  an  infant  with  dysentery  (397),  as 
well  as  in  platings  of  peptone  water  cultures  of  normal  Flexner  bacilli 


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424  WILBURT  C.  DAVISON 

(395).  One  was  regular  and  round,  resembling  a  typical  colony  of 
the  organism.  Subcultures  of  these  always  gave  rise  to  round  colonies. 
They  were  not  readily  dissolved  by  the  lytic  agent  and  were  desig- 
nated the  "R"  or  resistant  type.  The  other  colonies  were  irregular 
in  outline  and  had  a  "moth  eaten"  appearance.  They  were  readily 
lysed  by  the  lytic  culture  and  were  spoken  of  as  the  "S"  or  sensitive 
type.  Subcultures  of  these  gave  rise  to  both  regular  and  irregular 
colonies. 

The  resistant  strains  of  Shiga  bacilli  were  composed  of  regular, 
equally  sized  and  evenly  staining  bacilli  with  some  larger  forms  but 
few  if  any  coccoid  or  swollen  round  forms.  Threads  were  seen  in 
older  cultures  of  the  "R"  type  (397).  They  grew  slowly  (376). 
Broth  cultures  were  not  uniformly  cloudy  and  the  bacilli  rapidly 
sedimented  to  the  bottom  of  the  tube  (424).  Resistant  organisms 
were  practically  inagglutinable  and  very  virulent  (125,  233,  276,  397). 
The  "R"  type  of  B.  coli  was  extremely  motile,  decolorized  neutral 
red  and  was  only  slightly  phagocy table  (376).  D'Herelle  (125) 
stated  that  resistant  forms  might  become  coccoid  and  acquire  capsules. 
Resistant  forms  may  lose  their  resistance  after  subculture  (125,  428). 

The  sensitive  strains  of  Shiga  bacilli  were  composed  of  short  bacilli 
and  many  coccoid  and  round  swollen  forms  (397).  The  "S"  type  of 
B.  coli  grew  rapidly  in  artificial  media,  was  non-motile  and  did  not 
decolorize  neutral  red  (376) .  The  filtrates  of  sensitive  cultures  usually 
had  bacteriolytic  power  (395, 397)  while  only  a  few  of  those  of  resistant 
organisms  were  active  (428).  These  lysogenic  resistant  strains  might 
afterwards  lose  their  lysogenic  power  (428).  Sensitive  bacilli  might 
gradually  die  out  after  repeated  subcultures  (397)  though  Bordet  and 
Cuica  (233)  found  that  lysogenic  colon  bacilli  retained  their  lytic 
power  even  after  150  transfers. 

Gratia  (376)  isolated  eleven  types  from  the  original  Bordet  strain 
of  B.  coli  that  differed  in  resistance,  motility,  mucoid  growth,  ability 
to  yield  mucoid  growth,  fluorescence  and  sero-agglutination.  All  of 
these  types  produced  indol  and  fermented  carbohyrates  except 
saccharose. 

There  is  a  striking  similarity  between  the  various  types  of  organisms 
that  may  be  obtained  from  a  culture  as  a  result  of  the  action  of  a 
bacteriophage  and  those  that  have  been  described  as  occurring  spon- 


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BACILLAJtY  DYSENTERY  IN  ADULTS  AND   CHILDREN  425 

taneously  or  as  the  result  of  changes  in  environment  (vide  supra, 
Mutation  of  dysentery  bacilli).  Inasmuch  as  strains  closely  resemb- 
ling resistant  and  sensitive  types  may  be  obtained  in  platings  of  aged 
cultures  (376,  395)  and  in  cultures  of  B.  coli  of  different  motilities 
(376),  it  is  probable  that  this  separation  of  a  culture  into  various  types 
is  a  result  of  several  independent  factors  rather  than  of  the  action  of  a 
bacteriophage. 

Results  of  inoculation  of  bacteriophages  in  animals 

The  injections  of  bacteriolytic  filtrates  into  rabbits  (125,  127,  233, 
395,  428,  429)  and  into  the  larvae  of  the  beeswax  moth  (129)  have 
demonstrated  that  bacteriophages  were  non-pathogenic  and  that 
animals  and  larvae  became  immunized  to  the  organisms  against  which 
the  bacteriophage  was  active  (125,  127,  233,  395).  After  injection 
into  an  animal,  the  bacteriophage  persisted  in  the  intestine  for  several 
days  (454).  The  rabbit  sera  would  agglutinate  these  organisms 
(395,  397)  and  were  also  antilytic,  i.e.  would  precipitate  a  lytic  filtrate 
(233,  395,  453)  and  when  added  to  a  bacterial  suspension  and  a  bac- 
teriophage (even  bacteriophages  other  than  the  one  used  in  the  pro- 
duction of  the  antilytic  serum  (429))  would  prevent  lysis  for  at  least 
forty-eight  hours  (125,  233,  438).  The  sera  of  animals  immunized 
with  lysogenic  cultures  were  also  antilytic,  though  sera  produced 
by  the  injection  of  normal  organisms  had  little  (438)  or  no  such  power 
(233).  Treatment  of  lysogenic  colon  cultures  (233)  and  of  resistant 
forms  (428)  with  antilytic  sera  caused  the  former  to  become  resistant 
and  to  lose  their  lytic  power  and  the  latter  to  lose  their  resistance. 
However,  the  colon  bacilli  that  had  lost  their  lytic  activity  became 
lysogenic  again  after  twenty-one  transfers  on  culture  media  (233). 
An  antilytic  serum  apparently  had  an  "anti-immunizing"  effect  for 
a  mouse  injected  with  one-tenth  of  a  lethal  dose  of  Shiga  toxin  plus 
0.2  cc.  of  an  antilytic  serum  died  in  thirty  hours.  Control  mice 
inoculated  with  full  lethal  doses  died  in  four  days  (125). 

It  would  seem  possible  that  the  properties  acquired  by  the  sera  of 
these  inoculated  animals  are  not  due  to  the  antigenic  effect  of  the 
bacteriophage  per  se  but  are  a  response  to  the  injection  of  the  proteins 
of  the  dissolved  bacteria  although  this  has  been  denied  (422).  The 
anti-lytic  power  of  the  serum  is  probably  a  response  to  the  injection 


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426  WII3TOT  C.  DAVISON 

of  the  bacteriolytic  ferment  which  the  filtrate  contains  and  is  perhaps 
comparable  to  the  anti-tryptic  power  of  serum  of  animals  inoculated 
with  trypsin.  The  immunization  of  rabbits  with  anti-Shiga  bacterio- 
phages (125,  127)  is  perhaps  due  to  the  formation  of  dysentery 
antitoxin,  for  a  bacteriophage  obtained  by  the  lysis  of  Shiga  bacilli 
contains  Shiga  toxin  for  several  days  (127). 

Bacteriolysanis  as  therapeutic  agents 

It  was  obvious  to  many  observers  (125,  395,  397)  that  this  filterable 
"substance,"  which  would  kill  and  dissolve  dysentery  and  other  or- 
ganisms in  vitro,  was  non-pathogenic  and  would  immunize  animals, 
should  be  tried  therapeutically.  D'Herelle  (125)  reported  that  in 
seven  cases  of  severe  dysentery  in  children,  three  and  one-half  to 
twelve  years  of  age  the  ingestion  of  2  cc.  of  an  anti-dysenteric  bacterio- 
phage was  followed  in  from  twenty-four  to  thirty-six  hours  by  the 
disappearance  of  blood  and  bacilli  from  the  stools.  Friedmann  (125) 
was  unable  to. confirm  this.  D'Herelle  also  reported  striking  thera- 
peutic and  prophylactic  benefit  from  the  ingestion  and  injection  of 
0.25  cc.  to  1  cc.  of  appropriate  bacteriophages  in  epidemics  of  avian 
typhoid  in  chickens,  plague  in  rats  and  hemorrhagic  septicemia  in 
cattle.  He  stated  that  the  intravenous  injection  of  500  cc.  of  blood 
from  one  of  these  inoculated  cattle  would  protect  another  animal 
from  a  lethal  dose  of  living  organisms.  It  is  difficult  to  reconcile  this 
result  with  his  earlier  work  on  the  "anti-immunizing"  effect  of  the 
serum  of  a  rabbit  inoculated  with  an  anti-Shiga  bacteriophage. 

I  have  treated  twelve  children  two  months  to  four  years  of  age 
suffering  from  Flexner  dysentery  with  bacteriolysants  which  were 
tested  and  found  to  be  active  against  the  organisms  causing  the 
patients'  infections  (395).  In  this  small  series,  even  though  I  ad- 
ministered amount  of  5  to  1381  cc.  by  rectum,  by  mouth  or  by  nasal 
tube  into  the  stomach,  I  was  unable  to  observe  the  slightest  benefit 
or  harm  from  bacteriophagic  therapy.  It  would  seem  probable  that 
these  large  amounts  in  young  children  would  be  as  beneficial  as  the 
ingestion  of  2  cc.  which  d'Herelle  found  so  efficacious  in  older  chil- 
dren. Larger  series  alone  will  demonstrate  the  practical  value  of 
bacteriolysants. 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  427 

As  a  matter  of  fact  although  it  has  been  frequently  proven  to  be 
harmless  in  animals  with  various  infections  it  is  theoretically  difficult 
to  explain  why  the  administration  of  an  anti-dysentery  bacteriophage 
to  dysentery  patients  is  not  harmful.  The  intestinal  lesions  of  dysen- 
tery are  due  to  endotoxin  (119)  and  it  would  seem  probable  that  if  the 
dysentery  bacilli  in  the  intestinal  tract  were  lysed  as  a  result  of  the 
administration  of  a  bacteriophage,  a  large  amount  of  endotoxin  would 
be  liberated. 

Theories  in  regard  to  the  nature  of  bacteriophages 

There  are  at  least  five  hypotheses  advanced  to  explain  the  nature 
and  mode  of  action  of  bacteriophages; 

1.  D'Herelle  (125),  inasmuch  as  he  was  able  to  preserve  his  bac- 
teriophages for  over  a  thousand  successive  transfers  from  one  Shiga 
culture  to  another  with  no  diminution  of  the  strength  of  the  lytic 
agent  (in  fact  the  lytic  power  increased)  believed  it  must  be  a  living 
culture  and  not  a  ferment.  This  culture  he  called  the  "microbe  fil- 
trant  bacteriophage"  or  "bacteriophagum  intestinale."  He  reported 
that  the  clear  bare  areas,  which  were  noted  when  a  bacterial  suspen- 
sion to  which  a  bacteriophage  had  been  added,  was  plated  out  on  agar, 
were  proportional  to  the  amount  of  bacteriolytic  filtrate  added  to  the 
preparation  and  not  to  the  number  of  bacilli  in  the  suspension,  and 
that  therefore  these  areas  represented  colonies  of  the  bacteriophage 
and  did  not  result  from  the  lysis  of  sensitive  organisms  as  others 
(233,  376,  394)  have  maintained.  D'Herelle  (125)  summarized  his 
views  as  follows: 

The  bacteriophage  is  an  ultra  microscopic  organism,  which  is  very  widely 
disseminated  in  nature.  It  only  multiplies  in  contact  with  living  bacteria. 
It  penetrates  into  the  interior  of  an  organism  and  forms  a  colony  of  15  to 
25  elements  in  the  space  of  an  hour  and  a  half.  The  organism  then  bursts, 
liberating  the  young  ultramicrobes.  These  utilize  for  their  development 
the  bacteria  which  they  dissolve  with  the  aid  of  the  lytic  diastase  which 
they  secrete.  There  is  only  one  species  of  bacteriophage  and  this  can 
acquire  activity  against  any  organism.  Bacteria  on  the  other  hand  can 
also  acquire  resistance  to  the  bacteriophage.  Infection  and  death  or  im- 
munity and  recovery  depend  upon  whether  the  organism  or  the  bacterio- 
phage triumphs  in  this  battle.    The  products  of  the  bacteria  which  have 


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428  WILBURT  C.  DAVISON 

been  dissolved  by  the  bacteriophage  also  play  an  active  rile  in  stimulating 
the  formation  of  antibodies.  The  outcome  of  an  epidemic  also  depends 
upon  these  two  forces  for  the  active  bacteriophage,  the  agent  of  immunity, 
as  well  as  the  bacteria  causing  the  epidemic  can  spread  from  one  individual 
to  another. 

D'Herelle  (125)  suggested  that  wholesale  protection  of  the  popu- 
lation might  be  accomplished  by  introducing  a  quantity  of  the  bac- 
teriophage into  the  central  supply  of  drinking  water. 

2.  Kabeshima  (127)  suggested  that  the  phenomenon  depended  upon 
the  interaction  of  a  catalyst  and  a  proferment,  the  former  being  de- 
rived from  the  host  while  the  latter  was  present  in  or  produced  by 
the  bacterium.  He  believed  that  this  catalyst  was  produced  by 
some  intestinal  gland  or  by  the  intestinal  leukocytes  of  dysenteric  or 
typhoid  patients  as  a  result  of  an  invasion  of  pathogenic  bacteria,  i.e., 
as  a  protective  measure  against  infection.  This  catalyst  caused 
bacteria  to  produce  autolytic  ferments.  These  ferments  then  acted 
as  catalysts  to  other  bacteria  and  so  on  from  generation  to  generation. 
The  fact  that  this  substance  would  withstand  being  heated  to  70°C, 
that  a  very  minute  quantity  of  filtrate  would  dissolve  a  large  number 
of  bacilli  in  a  few  hours,  that  it  could  be  kept  at  37°C.  for  four  years 
without  undergoing  deterioration,  that  the  bacteriolytic  substance 
was  not  affected  by  chemicals  which  destroy  most  forms  of  bacteria, 
suggested  that  the  lytic  principle  was  a  ferment  and  not  a  living 
organism  (127).  D'Herelle  (125),  however,  protested  that  spore- 
bearing  and  other  bacteria  could  satisfy  all  of  the  chemical  and  ther- 
mal conditions  which  Kabeshima  had  advanced  against  the  hypothesis 
that  a  bacteriophage  was  a  living  microbe. 

3.  Bordet  and  Ciuca  (233)  suggested  that  the  ability  to  produce  the 
lytic  substances  was  acquired  by  bacteria  as  a  result  of  contact  with 
some  external  stimulus  such  as  the  leukocytic  exudate  of  the  peri- 
toneum of  a  guinea  pig.  This  external  influence  possibly  represented 
a  defense  mechanism  on  the  part  of  the  animal.  These  bacteria 
were  then  able  to  transmit  to  their  descendants  the  apitude  to  form 
this  lytic  substance  or  this  apitutude  for  autolysis. 

4.  Salimbeni  (393)  suggested  that  the  d'Herelle  phenomenon 
was  probably  due  to  some  stage  in  the  history  of  a  pleomorphic  or- 
ganism.   He  examined  in  a  van  Tieghan  chamber  the  changes  induced 


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BACILLAItY  DYSENTERY  IN  ADULTS  AND   CHILDREN  429 

in  a  culture  of  B.  shigae  by  a  bacteriophage.  He  found  in  addition 
to  the  dysentery  bacilli  a  number  of  small,  round  or  slightly  elongated 
bodies.  These  developed  into  typical  myxamoebae  which  ingested 
and  digested  the  Shiga  bacilli.  He  suggested  the  name  Myxomyces 
shigophagus  for  this  myxamoeba.  Dumas  (391),  Pettit  (393)  and 
Wollman  (422)  have  reported  the  presence  of  myxamoebae  in  their 
preparations  but  d'Herelle  (125)  could  find  none  in  his.  Whether 
all  instances  of  bacteriophagy  are  due  to  Myxomyces  shigophagus 
or  whether  these  observers  were  dealing  with  preparations  contami- 
nated by  myxamoebae  awaits  further  study. 

5.  Kuttner  (394)  proceeded  on  the  theory  that  the  so-called  phenom- 
enon of  d'Herelle  might  be  due  either  to  an  activation  of  the  natural 
autolysin  present  in  all  bacteria,  or  to  the  removal  of  an  autolysin 
inhibiting  substance.  Once  this  natural  autolysis  was  liberated, 
it  could  in  turn  liberate  an  active  autolysin  from  the  next  generation 
of  bacteria  and  so  on  indefinitely.  The  fact  that  the  autolysin  of 
old  or  dead  cultures  cannot  be  thus  reactivated  would  seem  to  invali- 
date this  theory. 

Discussion 

Although  much  of  the  evidence  is  contradictory  and  unconfirmed, 
so  that  it  is  impossible  to  form  a  definite  conclusion  in  regard  to  the 
nature  of  this  lytic  agent,  yet  at  present  the  most  probable  hypothesis 
is  that  the  lytic  agent  is  an  enzyme.  The  majority  of  the  data 
with  the  marked  exception  of  Salimbeni's  (393)  observation  can  best 
be  explained  on  the  basis  that  the  lytic  principle  is  an  enzyme. 
Temperature,  chemicals,  the  reaction  of  the  media  and  the  concen- 
tration of  bacteriophage  and  bacteria  all  have  an  influence  on  bac- 
teriophage processes  which  is  similar  to  that  which  they  have  been 
demonstrated  to  have  on  enzymatic  phenomena.  The  optimum  reac- 
tion for  bacteriophagy  corresponds  very  closely  to  that  of  the  enzyme 
trypsin.  The  fact  that  cultures  of  lytic  organisms  as  well  as  bacterioly- 
tic filtrates  will  not  liquify  gelatin,  however,  suggests  that  the  bac- 
teriolytic principle  is  not  trypsin  (395).  The  addition  of  trypsin  to  a 
dysentery  culture  will  not  cause  the  culture  to  become  lytic.  It  is 
possible  that  the  bacteriolytic  enzyme  may  be  similar  to  erepsin  for 
the  extracts  of  intestine  and  liver  that  Kuttner  (394)  found  to  be 
lytic  probably  contained  erepsin. 


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430  WILBURT  C.  DAVISON 

It  is  probable  that  this  bacteriolytic  enzyme  is  both  extracellular 
and  intracellular.  If  the  growth  of  irregular  sensitive  colonies  on  an 
agar  plate  is  suspended  in  saline  and  the  suspension  centrifuged  at 
high  speed  and  the  supernatant  fluid  passed  through  a  Mandler  filter, 
the  filtrate  is  lytic.  If  the  sediment  of  organisms  is  resuspended 
in  saline  and  this  suspension  ground  in  a  rotary  agate  mortar  and 
then  filtered,  this  filtrate  is  equally  lytic  (395).  The  fact  that  living 
bacteria  are  necessary  for  the  transmission  of  the  lytic  agent  suggests 
that  the  lytic  agent  is  not  the  result  of  the  disintegration  of  dying  or 
dead  cells,  but  represents  either  the  metabolic  excreta  of  bacteria 
or  the  synthetic  product  of  the  medium  elaborated  by  the  action  of 
the  bacteria. 

If  it  is  granted  that  the  bacteriophage  principle  is  enzymatic  there 
are  at  least  two  possibilities  as  to  its  origin.  First,  as  a  result  of  the 
stimulus  of  intestinal  secretions,  tissue  extracts,  leukocytes,  etc., 
the  bacteria  acquire  the  ability  to  produce  bacteriolytic  enzymes  and 
this  property  becomes  an  hereditary  one.  This  hypothesis  requires 
the  assumption  that  entirely  new  characteristics  can  arise  as  the  result 
of  an  external  stimulus  and  though  perhaps  possible  is  not  probable. 
Second,  certain  of  the  bacteria  in  any  culture  already  have  this 
ability  to  produce  bacteriolytic  eryzmes  even  though  it  is  only  slightly 
developed  and  that  as  a  result  of  the  action  of  intestinal  secretions, 
tissue  extracts,  leukocytes  etc.  the  multiplication  of  these  lytic  or 
sensitive  organisms  is  favored.  Such  an  hypothesis  would  also  ex- 
plain the  facts  that  filtrates  of  normal  stock  cultures  were  slightly 
lytic  and  that  irregular  colonies  were  occasionally  f  ound  in  subcultures 
of  normal  strains.  Bail's  (438)  demonstration  that  broth  in  which 
normal  Shiga  bacilli  were  repeatedly  grown  and  then  centrifuged  out, 
was  bacteriophage  strengthens  this  hypothesis.  The  small  amount 
of  lytic  substance  produced  by  each  growth  of  organisms  remained 
in  the  broth  and  after  several  reinoculations  it  became  sufficiently 
concentrated  to  be  readily  demonstrable. 

Furthermore  the  explanation  is  comparable  to  other  bacteriologic 
phenomena.  For  instance  Teague  and  Morishima  (440)  demon- 
strated that  cultures  of  so-called  non-xylose  fermenting  typhoid  bacilli 
contained  a  certain  number  of  organisms  which  fermented  xylose 
slowly  and  that  by  suitable  cultivation,  rapidly  fermenting  subcultures 


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BAOLLARY  DYSENTERY  IN  ADULTS  AND   CHILDREN  431 

could  be  obtained.  Another  comparable  example  is  furnished  by 
the  increase  in  virulence  of  cultures  which  is  produced  by  animal 
passage.  Growth  within  the  animal  probably  favors  the  multiplica- 
tion of  virulent  organisms  of  the  culture  at  the  expense  of  the  non- 
virulent.  Gratia  (376)  has  demonstrated  that  11  different  types 
could  be  isolated  from  the  original  Bordet  strain  of  B.  coli,  so  that 
the  second  hypothesis  appears  plausible. 

The  nature  of  the  external  influence  contained  in  intestinal  secre- 
tions, tissue  extracts,  leukocytes,  etc.,  which  favors  the  development 
of  organisms  is  unknown.  The  one  factor  that  is  common  to  all  of 
these  stimuli  is  that  they  apparently  contain  a  bacteriolytic  enzyme 
similar  to,  if  not  identical  with  that  of  the  lytic  organisms. 

It  would  seem  that  inasmuch  as  bacteriolytic  filtrates  may  be 
obtained  from  so  many  sources  having  no  relation  to  the  type  of 
organism  attacked  by  the  lytic  principle  that  d'Herelle's  phenomenon 
is  not  an  immunological  reaction.  The  fact  that  Gengou  (427) 
demonstrated  that  an  extract  of  the  leukocytes  of  normal  animals 
was  non-specifically  bacteriolytic  would  seem  to  invalidate  the  sug- 
gestion of  Bordet  and  Ciuca  (233)  that  the  bacteriolytic  power  of 
the  peritoneal  exudate  of  guinea  pigs  inoculated  with  B.  coli  was  evi- 
dence of  a  protective  mechanism  against  bacterial  invasion. 

Conclusion 

According  to  the  data  available  at  present,  d'Herelle's  phenomenon 
probably  depends  upon  a  bacteriolytic  enzyme  produced  by  bacteria. 
The  amount  of  this  enzyme  produced  by  a  culture  can  be  increased 
by  external  influences  such  as  intestinal  secretions,  tissue  extracts, 
leukocytes,  etc.  The  action  of  these  external  influences  is  probably 
to  favor  the  development  of  lysogenic  organisms  at  the  expense  of  the 
non-lysogenic.  This  enzyme  not  only  dissolves  organisms  but  also 
favors  the  multiplication  of  bacteria  which  produce  this  enzyme.  In 
this  way  the  bacteriolytic  principle  is  carried  from  generation  to 
generation.  It  is  highly  improbable  that  this  phenomenon  represents 
a  defense  mechanism  on  the  part  of  an  animal  against  bacterial 
invasion. 


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432  WILBUHT  C.  DAVISON 

IV.  EXPERIMENTAL  DYSENTERY 

Virchow  (223)  and  Rokitansky  (224)  before  the  discovery  of  B. 
dysenteriae  and  its  toxins  attempted  to  explain  the  localization  of 
the  lesions  of  dysentery.  The  tendency  of  the  membranous  lesions 
of  the  intestine  to  confine  themselves  to  the  caecum  and  colon  led 
Virchow  (223)  to  assume  that  these  lesions  resulted  from  the  action 
of  products  of  decomposition  upon  the  intestinal  mucosa  which  was 
already  the  seat  of  catarrhal  inflammation,  and  that  the  projecting 
points,  the  cecum,  rectum  and  flexures  of  the  colon  were  the  most 
affected  because  the  faeces  remained  in  contact  with  these  parts  the 
longest.  It  is  still  believed  by  many  clinicians  that  dysentery,  es- 
pecially in  children,  is  preceded  by  a  non-specific  intestinal  catarrh. 
Rokitansky  (224)  compared  the  action  of  dysentery  to  that  of  caustic 
acids  and  suggested  that  the  necrosis  was  due  to  a  direct  chemical 
change  in  the  tissues  caused  by  an  action  starting  from  the  surface. 
Zoller  and  Clark  (416)  suggested  that  the  enormous  amounts  of  formic 
acid  produced  by  Shiga  and  Flexner  dysentery  bacilli  might  play  a 
significant  part  in  causing  the  digestive  disturbances  and  toxic  symp- 
toms in  dysentery.  Rokitansky  believed  that  dysentery  began  as  a 
very  superficial  inflammation  of  the  mucous  mucosa,  a  simple  catarrh, 
although  the  typical  dysenteric  lesions  were  not  encountered  until 
the  membranous  condition  had  appeared. 

After  the  discovery  of  B.  dysenteriae  and  its  toxins  many  experi- 
ments were  performed  on  animals  to  explain  the  mechanism  of  in- 
fection in  bacillary  dysentery  and  to  discover  the  reason  for  the  lo- 
calization of  the  intestinal  and  nervous  lesions.  Practically  all  of 
these  attempts  have  been  made  with  either  the  cultures  or  the  toxins 
of  B.  dysenteriae  (Shiga).  The  results,  however,  are  probably  equally 
applicable  to  infections  with  B.  dysenteriae  (Flexner)  if  the  nerve 
paralyses  produced  by  the  Shiga  exotoxin  (neurotoxin)  be  disregarded 
for  nerve  lesions  caused  by  Flexner  infection  are  rare  (442). 

Susceptible  animals 

The  rabbit  has  been  the  animal  generally  used  for  these  experi- 
ments. If  cultures  of  the  Shiga  bacillus  or  its  toxins  (119)  are  in- 
jected subcutaneously,   intravenously  or  intraperitoneally  into   a 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  433 

rabbit,  a  fatal  diarrhea  usually  develops.  This  is  in  striking  con- 
trast to  the  absence  of  characteristic  reactions  to  injections  of  B.  dys- 
enteriae  in  cats,  mice  and  guinea  pigs.  The  resulting  anatomical 
lesions  of  the  intestines  and  nervous  system  are  more  or  less  identical 
with  those  to  be  described  in  man  (vide  infra).  Dogs  will  develop 
ulceration  of  the  intestines  following  injections  of  Shiga  toxin  (121) 
but  not  after  feeding  with  toxins  or  cultures  although  they  may  suc- 
cumb to  diarrhea.  A  case  of  naturally  acquired  Shiga  dysentery 
in  a  dog  has  recently  been  reported  (408).  Both  large  and  small 
varieties  of  monkeys  are  susceptible  to  infection  with  B.  dysenteriae 
(Flexner)  for  an  epidemic  of  dysentery  has  been  reported  (225)  among 
monkeys  in  a  zoo.  The  infection  orginated  from  an  orangoutang, 
which  arrived  ill  from  the  East,  and  spread  to  chimpanzees,  macaques, 
and  rhesus  monkeys  and  finally  to  the  keeper  and  his  wife.  B.  dys- 
enteriae (Flexner)  was  isolated  from  both  animal  and  human  stools. 
Serious  epidemics  of  clinically  and  pathologically  typical  bacillary 
dysentery  have  been  reported  (443)  among  lambs,  but  dysentery 
bacilli  have  not  been  isolated. 

Conradi  (117)  produced  diarrhea,  collapse  and  paralysis  followed 
by  death  in  rabbits  by  injecting  a  large  dose  of  a  toxin  made  by 
allowing  a  dysentery  culture  to  autolyse.  In  four  rabbits  which  sur- 
vived longer  than  twenty-four  hours  there  was  a  diphtheritic  mem- 
brane of  the  intestine  accompanied  by  ulceration.  Vaillard  and 
Dopter  (121)  by  similar  methods  found  that  if  the  rabbits  died  in 
eighteen  to  twenty-four  hours  following  small  subcutaneous  doses 
of  toxin,  the  lesions  were  in  the  small  intestine  but  with  larger  doses 
the  lesions  were  in  the  large  intestine.  With  injections  of  a  prepara- 
tion of  dysentery  bacilli  ground  under  liquid  air  and  extracted  with 
saline,  Liidke  (226)  reported  that  the  lesions  were  chiefly  in  the  small 
intestine  and  but  rarely  in  the  large  intestine.  Eikuchi  (227)  in- 
jected the  peritoneal  exudate  of  guinea  pigs  who  had  had  injections 
of  dysentery  bacilli,  into  rabbits  and  noted  that  paralysis  was  the 
main  result.  The  chief  discrepancies  in  experimental  results  with 
dysentery  toxin  may  perhaps  be  due  to  the  failure  to  distinguish 
between  the  endotoxin  and  exotoxin  of  the  Shiga  bacillus. 


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434  wilbum  c.  davison 

Nervous  lesions  due  to  exotoxin  {neurotoxin) 

Dopter  (228)  made  the  first  comprehensive  study  of  the  effect  ol 
dysentery  toxin  on  the  central  nervous  system.  He  found  in  rabbits 
after  subcutaneous  inoculations  of  twenty-four  hour  broth  cultures 
of  the  Shiga  bacillus,  or  of  culture  filtrates,  that  serious  lesions  might 
occur  in  any  portion  of  the  nervous  system  although  the  medulla  was 
most  often  affected.  The  gray  matter,  and  almost  exclusively  the 
anterior  horns,  showed  chromatolysis  of  the  nerve  cells  in  a  varying 
degree  and  occasionally  areas  of  necrosis  in  which  the  cellular  ele- 
ments and  myelin  fibers  were  destroyed  so  that  scarcely  a  vestige 
of  them  was  left.  At  the  same  time  there  was  an  intense  hyperemia, 
and  even  hemorrhages  might  invade  the  tissue.  The  white  matter 
was  intact.  In  short,  the  lesion  was  that  of  an  acute  myelitis,  often 
an  anterior  poliomyelitis  and  sometimes  a  polioencephalitis  as  well. 
In  addition,  Olitsky  and  Kligler  (119)  described  a  perivascular  infiltra- 
tion of  small  round  cells  either  as  a  single  layer  about  the  sheaths  or 
actually  in  the  sheaths  of  the  vessels  of  the  brain  and  spinal  cords  of 
rabbits  who  had  received  exotoxin  intravenously.  Less  frequently 
these  round  cells  were  present  as  a  dense  heaped  up  infiltration  about 
the  arterioles  and  capillaries  of  the  central  nervous  system  especially 
of  the  medulla  and  cervical  cord  and  only  slightly  of  the  lumbar  cord. 
These  authors,  working  with  exotoxin  that  had  been  carefully  separ- 
ated from  the  endotoxin,  stated  that  a  sublethal  dose  injected  intra- 
venously in  rabbits  resulted  in  the  development  of  paresis  or 
paralysis  of  the  extremities  in  two  to  four  days.  Both  anterior  and 
posterior  extremities  might  be  affected;  the  former  more  frequently. 
This  paralytic  or  paretic  stage  might  endure  for  one  to  three  days 
and  might  then  be  followed  by  complete  recovery.  Although  the 
animal  might  be  apathetic,  have  no  appetite  and  lose  weight,  yet 
there  were  no  intestinal  symptoms.  A  lethal  dose  injected  intra- 
venously resulted  in  paralysis  and  prostration  within  twenty-four  to 
forty-eight  hours.  There  was  considerable  loss  of  weight.  Invol- 
untary evacuations  of  the  bowels  occurred  but  were  without  blood 
or  mucus.  There  were  no  intestinal  lesions  at  autopsy.  The  incu- 
bation period  depended  on  the  dose. 

Ellinger  and  Adler  (229)  believe  that  the  principal  action  of  the 
neurotoxin  is  on  the  heat-regulating  and  vasomotor  centers.    Ani- 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  435 

mals  became  poikilothermous  after  injections  of  exotoxin.  If  the 
body  temperature  fell  very  low  the  animals  were  unable  to  compensate 
in  any  way.  With  this  fall  in  temperature  the  respiratory  center 
was  injured  and  this  led  to  the  death  of  the  animal. 

Intestinal  lesions  due  to  endotoxin  (enterotoxin) 

Olitsky  and  Kligler  (119)  with  intravenous  injections  of  a  sublethal 
dose  of  Shiga  endotoxin  free  from  exotoxin  produced  diarrhea,  loss 
of  weight  and  subnormal  temperature  in  rabbits  after  twenty-four  to 
forty-eight  hours.  The  stools  were  frequent  and  mucoid  and  occa- 
sionally blood-tinged.  This  state,  during  which  no  nervous  symp- 
toms occurred,  endured  for  two  to  three  days  after  which  gradual 
recovery  took  place,  or  death  followed.  If  a  larger  but  still  sublethal, 
or  a  lethal  dose  was  injected  intravenously,  the  animal  reacted  within 
twenty-four  hours  with  subnormal  temperature,  considerable  loss  of 
weight  and  prostration.  Severe  diarrhea  resulted,  the  stools  being 
fluid  and  containing  much  mucus  and  more  or  less  blood.  The  sensory 
and  motor  functions  appeared  normal.  This  state  lasted  for  one  to 
three  days  after  which  recovery  took  place  or  death  followed.  At 
autopsy  the  peritoneum  was  dull  and  its  blood  vessels  injected  and 
the  peritoneal  cavity  contained  a  serous  fluid.  The  small  intestines 
were  usually  unaffected  except  that  the  vessels  in  the  serosa  might  be 
injected.  Occasionally  the  ileum  was  involved  in  the  same  extensive 
way  as  the  large  intestine.  The  walls  of  the  latter  were  greatly  thick- 
ened, edematous,  injected  and  showed  small  discrete  hemorrhages. 
A  glairy  gelatinous  material  covered  the  serous  coat.  On  opening  the 
intestines,  the  contents  were  found  to  consist  of  blood  tinged  mucus. 
The  villi  were  hyperemic,  the  mucosa  was  swollen  and  revealed 
discrete  hemorrhages  and  small  ulcerations.  In  some  instances 
necrotic  areas  were  seen,  and  in  one  instance  an  area  2.5  cm.  wide 
encircling  the  cecum  was  gangrenous.  Microscopically,  destruction 
of  the  glandular  elements,  as  well  as  a  superficial  general  necrosis 
was  noted.  There  was  a  cellular  exudation  in  the  submucosa  and 
considerable  edema  and  degeneration  of  the  muscular  layers.  There 
were  no  lesions  in  the  cerebrospinal  nervous  system.  Hence  this 
poison  can  be  regarded  as  an  enterotoxin,  in  contradistinction  to  the 
exotoxin  which  is  a  neurotoxin. 


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436  WILBURT  C.  DAVISON 

The  intestinal  lesions  were  studied  by  Flexner  and  Sweet  (120) 
who  stated  that  rabbits  were  not  subject  to  infection  with  dysentery 
bacilli  when  they  were  fed  by  mouth  or  when  the  cultures  were  in- 
jected directly  into  the  abdomen.  They  noted  no  effect  when  an 
autolysate  of  Shiga  cultures,  which  is  largely  endotoxin,  was  fed  per 
os  or  even  injected  into  the  duodenum,  so  it  was  assumed  that  dysentery 
bacilli  and  their  toxins  could  not  produce  intestinal  lesions  in  rabbits 
by  mere  contact  with  the  mucosa.  They  believed  that  although  man 
undoubtedly  absorbed  dysentery  toxin  from  the  intestines  where  it 
was  produced  by  the  bacilli,  yet  rabbits  had  no  such  power  of  ab- 
sorption. Dysentery  toxin  is  destroyed  by  pepsin  and  more  slowly 
by  trypsin  yet  this  did  not  explain  the  absence  of  intestinal  lesions 
when  toxin  was  fed  by  mouth.  They  could  produce  intestinal  lesions 
only  when  the  dysentery  toxin  was  injected  intravenously,  subcu- 
taneously  or  intraperitoneally.  These  lesions  varied  in  intensity. 
The  coats  of  the  large  intestine  were  greatly  thickened  by  inflam- 
matory edema.  The  mucosa  was  yellowish  white  and  thrown  into 
deep  folds  and  corrugations.  Occasionally  more  or  less  hemorrhage 
was  associated  with  the  edema.  In  some  of  the  animals  the  trans- 
verse folds  of  mucous  membrane  were  affected  chiefly;  they  were 
swollen,  the  edges  were  hemorrhagic  and  a  pseudomembrane  was 
scattered  over  the  surface.  The  hemorrhage  in  some  cases  extended 
into  the  serous  coat.  They  believed  that  the  character  of  the  histo- 
logical lesions  in  the  cecum  of  these  rabbits  pointed  to  an  action  upon 
the  substance  and  not  primarily  upon  the  surface  of  the  intestine. 

After  dysentery  bacilli  were  injected  intravenously,  they  were 
found  in  the  bile  so  these  authors  cut  the  bile  ducts  to  prevent  the 
direct  action  of  the  bacilli  on  the  intestinal  mucosa  and  after  inject- 
ing dysentery  bacilli  found  that  the  intestinal  lesions  were  negligible 
but  the  rabbits  died  of  nervous  lesions  (neurotoxin).  This  was  anal- 
ogous to  the  findings  in  mercurial  colitis.  When  fatal  doses  of  mer- 
cury were  injected  into  normal  rabbits,  the  cecum  and  the  first  part 
of  the  colon  were  the  seat  of  hemorrhagic  necrosis,  and  diphtheritic 
and  ulcerative  lesions,  whereas  in  rabbits  with  biliary  fistulae  the 
changes  in  the  cecum  were  much  less  intense.  Flexner  and  Sweet 
(120)  therefore  concluded  that  the  intestinal  lesions  were  the  result 
of  repeated  excretion  of  bacilli  and  toxins  with  the  bile  and  also  through 


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the  intestinal  mucosa  of  the  large  intestine  especially  at  the  cecum 
and  that  they  were  not  due  to  the  direct  contact  of  the  bacilli  and 
their  products  with  the  mucosa. 

Besredka  (230),  however,  has  recently  shown  that  when  B.  dysen- 
teriae  (Shiga)  and  its  toxins  came  in  contact  with  the  intestinal  mu- 
cosa an  erosion  was  formed.  He  fed  one  series  of  rabbits  with  cul- 
tures of  living  dysentery  bacilli  and  another  with  killed  organisms. 
Intestinal  lesions  were  produced  in  both  series.  Dysentery  bacilli 
did  not  give  rise  to  septicemia  when  injected  intravenously  but  pure 
cultures  of  these  organisms  were  obtained  from  the  bile  and  intestinal 
contents  from  the  duodenum  to  the  distal  end  of  the  small  intestine. 
The  blood,  urine  and  organs  remained  sterile.  The  intestinal 
lesions  were  the  same  whether  living  bacilli,  bacilli  killed  by  heat, 
or  endotoxin  were  injected  intravenously,  subcutaneously  or  fed  by 
mouth.  The  intestinal  lesions  following  intravenous  injections  of 
bacilli  or  toxins  were  the  most  severe,  those  after  feeding  by  mouth 
the  least  severe  and  after  subcutaneous  injections  they  were  midway. 
Following  subcutaneous  inoculations  the  bacilli  at  first  remained 
localized  and  underwent  a  certain  amount  of  autolysis.  The  sur- 
viving bacilli  were  then  taken  up  by  the  circulation  and  transferred 
to  the  mucosa  of  the  small  intestine.  The  severity  of  the  lesions  de- 
pended upon  the  directness  of  the  route  that  the  virus  traveled  from 
its  entrance  into  the  body  and  its  consequent  diminution.  The  gen- 
eral resistance  of  the  animal  as  well  as  the  size  of  the  dose  injected 
determined  whether  death  or  survival  would  result. 

If  it  is  true  that  intestinal  lesions  are  produced  in  rabbits  by  the 
contact  of  dysentery  bacilli  and  toxins  with  the  mucous  mucosa,  the 
mechanism  of  infection  and  the  localization  of  the  intestinal  lesions 
in  dysentery  is  very  simply  explained.  These  observations  of  Bes- 
redka (230)  would  seem  to  substantiate  the  views  of  Rokitansky 
(224)  that  the  initial  catarrh  of  the  mucosa  in  dysentery  was  due  to 
a  direct  chemical  action  starting  from  the  surface,  as  well  as  those  of 
Virchow  (223)  that  the  transition  from  the  catarrhal  to  the  diphtheri- 
tic membrane  stage  occurred  in  the  cecum  and  colon  because  the 
intestinal  contents  remained  and  were  in  contact  with  the  mucosa 
at  these  points  the  longest  time.  That  Flexner  and  Sweet  (120) 
did  not  find  intestinal  lesions  following  contact  of  toxin  and  mucosa 


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438  WELBUM  C.  DAVISON 

might  be  explained  by  the  smallness  of  the  dose,  for  Besredka,  in 
one  series  of  rabbits  to  which  a  small  dose  of  toxin  was  fed,  failed  to 
find  intestinal  lesions.  The  reduction  of  the  severity  of  the  lesions 
in  rabbits  with  biliary  fistulae  is  explained  by  the  fact  that  after  in- 
travenous inoculations  of  toxin,  this  toxin  is  excreted  by  the  bile 
and  as  the  bile  ducts  were  cut  the  toxin  could  not  reach  the  mucosa. 
Besredka,  Flexner  and  Sweet  all  assumed  that  the  intestinal  mucosa 
excreted  toxin  and  bacilli  but  it  would  seem  possible  that  the  bile 
is  the  chief  if  not  the  only  means  for  the  virus  to  reach  the  intestines 
from  the  blood.  The  production  of  the  intestinal  lesions  could  then 
be  explained  by  the  contact  of  the  mucosa  and  the  toxin  as  it  passes 
downward  from  the  opening  of  the  common  bile  duct.  This  would 
not  necessitate  the  assumption  that  the  lesions  of  dysentery  are  pro- 
duced by  the  excretion  of  the  toxin  through  the  intestinal  mucosa. 

Besredka9 s  theory  of  intestinal  immunity 

Besredka  (230)  as  a  result  of  his  work  suggested  that  the  immunity 
against  bacillary  dysentery  conferred  by  one  attack  of  the  disease 
or  by  prophylactic  vaccination  was  due  essentially  to  the  sensitiza- 
tion of  the  intestinal  mucosa  to  dysentery  bacilli  and  that  the  anti- 
bodies of  the  blood  had  a  small  r61e,  or  none  at  all,  in  the  protective 
mechanism.  He  based  this  theory  on  the  fact  that  the  feeding  of 
killed  dysentery  bacilli  (heated  vaccine)  to  rabbits  produced  agglutinins 
in  the  blood.  Subsequent  feeding  of  large  doses  of  living  dysentery 
bacilli  was  harmless  for  these  rabbits  although  fatal  for  control  ani- 
mals. The  serum  of  the  rabbits  who  have  had  this  prophylactic 
feeding  of  killed  dysentery  bacilli,  however,  would  not  protect  other 
rabbits  against  feedings  of  live  dysentery  bacilli.  Moreover  sub- 
sequent feedings  of  killed  dysentery  bacilli  to  these  immunized  rabbits 
did  not  markedly  raise  the  agglutinin  titre  of  the  blood.  Besredka's 
(230)  explanation  was: 

That  the  preliminary  feeding  of  killed  dysentery  bacilli  produced  an  ero- 
sion of  the  intestinal  mucosa  by  contact  and  when  this  healed  the  immunity 
was  complete  and  subsequent  feeding  of  lethal  doses  of  living  dysentery 
bacilli  would  not  produce  death,  or  feedings  of  killed  dysentery  bacilli 
would  not  increase  the  antibody  titre  of  the  blood  for  the  sensitized  intestinal 
barrier  was  impassable.    The  reason  that  the  antibodies  of  the  blood  had 


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been  looked  upon  as  an  index  of  immunity  was  because  previous  methods  of 
prophylactic  vaccination  had  been  by  subcutaneous  and  intravenous  inocu- 
lations. These  antibodies,  however,  merely  indicated  that  there  had  been 
a  systemic  reaction  to  the  vaccine.  The  real  immunity,  however,  depended 
upon  the  excretion  of  the  vaccine  with  the  bile  into  the  intestine  and  the 
consequent  erosion  of  the  mucosa,  healing  and  immunity.  By  oral  vaccina- 
tion, immunity  was  produced  without  this  systemic  reaction. 

Some  doubt  has  been  thrown  upon  this  theory  by  Zingher  and  Solet- 
sky  (441)  who  were  unable  to  produce  immunity  in  rabbits  by  giving 
them  B.  paratyphosus  B.  by  mouth  in  accordance  with  the  plan 
outlined  by  Besredka  (230).  Kanai  (445)  found  that  the  immunity 
produced  in  rabbits  by  the  oral  administration  of  Shiga  vaccines  was 
inferior  to  that  produced  by  subcutaneous  inoculations. 

V.  PATHOGENESIS  OF  BACILLARY  DYSENTERY  IN  MAN 

The  mechanism  of  the  production  of  the  lesions  of  human  bacillary 
dysentery  is  doubtless  similar  to  that  described  by  Besredka  (230) 
in  experimental  dysentery  in  rabbits.  The  dysentery  bacilli  in 
practically  all  instances  are  taken  into  the  mouth  with  food  or  drink 
and  pass  directly  to  the  intestines.  There  is  no  evidence  that  dysen- 
tery is  primarily  a  septicemia  such  as  is  typhoid  fever.  The  organ- 
isms can  be  cultivated  at  autopsy  from  the  whole  length  of  the  colon 
and  even  from  the  small  intestine  (120)  where  there  may  be  no  patho- 
logical lesions  but  owing  to  the  peristalsis  of  the  small  intestine,  a 
prolonged  lodgment  of  bacilli  there  in  any  great  numbers  is  prevented 
and  it  is  not  until  the  cecum  and  colon  are  reached  that  the  organisms 
have  an  opportunity  to  multiply  appreciably  and  produce  toxins. 

The  breaking  down  and  autolysis  of  the  bacterial  cells  (both  Flex- 
ner  and  Shiga  varieties)  liberates  an  endotoxin.  This  endotoxin  is 
a  local  irritant.  To  it  are  to  be  ascribed  the  great  majority  of  the 
intestinal  lesions.  It  may  doubtless  cause  hyperemia  alone.  It 
may  cause  a  catarrhal,  an  ulcerative  or  a  pseudomembranous  type  of 
inflammation.  Not  only  is  the  mucosa  affected  but  also  the  submu- 
cosa,  the  muscularis  and  in  a  few  cases  even  the  peritoneal  covering. 
There  is  an  exudation  of  lymph  and  cells  into  the  intestinal  coats. 
It  is  the  edema  of  the  submucosa  that  causes  most  of  the  thickening  of 
the  intestinal  wall.    This  may  be  double  that  in  health.    The  mucous 


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440  WILBUM  C.  DAVISON 

membrane  may  be  only  hyperemic  with  an  excess  of  mucus  or  it 
may  have  superficial  ulcerations  upon  the  summits  of  the  rugae. 
It  may  be  covered  by  a  false  membrane.  In  long  standing  cases  the 
ulcerations  may  be  numerous  and  confined  almost  entirely  to  the 
lymphatic  elements  of  the  intestinal  wall.  Deep  ulceration  is  not 
very  common  in  children-  even  after  the  pseudomembranous  type  of 
inflammation. 

Bacillary  dysentery  does  not  always  involve  the  whole  length  of 
the  colon  even  in  cases  proving  fatal  in  the  acute  stage,  but  when 
only  a  portion  of  the  intestine  is  attacked  that  part  will  be  more  or 
less  uniformly  affected  and  no  extensive  and  abruptly  defined  healthy 
areas  will  remain  within  it,  as  is  so  commonly  the  case  in  advanced 
amebic  dysentery  (3).  This  difference  is  perhaps  due  to  the  dif- 
ferent mechanism  of  infection  in  these  two  diseases.  In  the  former, 
the  lesions  are  probably  the  result  of  the  direct  contact  of  the  mucous 
membrane  with  the  endotoxin  which  diffuses  uniformly  in  the  area 
in  which  it  is  liberated.  Amebae,  on  the  other  hand,  may  attack 
the  intestinal  wall  singly  or  in  groups  and  thus  leave  healthy  areas 
between  the  erosions. 

As  a  rule  the  ulcerations  of  bacillary  dysentery  are  numerous  and 
have  clean  surfaces,  elevated  edges  and  a  base  formed  by  the  submu- 
cosa.  In  contradistinction  to  the  ulcers  of  amebic  dysentery,  the 
edges  of  the  ulcers  of  the  bacillary  variety  are  not  undermined.  The 
borders  are  irregular,  reddened,  swollen  and  infiltrated.  The  ulcers 
of  bacillary  dysentery  in  adults  may  be  very  extensive  leading  to 
the  separation  of  large  sloughs,  or  may  extend  deeply  into  the  coats 
of  the  bowel,  causing  in  extreme  cases  gangrene,  (400)  perforation 
(403)  and  peritonitis  or  in  less  serious  cases  inducing  the  exudation 
of  much  lymph  into  the  peritoneal  coat  subsequently  producing  ad- 
hesions. Actual  suppuration  of  the  intestinal  wall  never  occurs  in 
uncomplicated  cases  of  bacillary  dysentery.  However,  mucous  cysts 
and  submucous  abscesses  of  the  wall  of  the  large  intestine  may  occur 
in  chronic  cases  (374).  The  ulcers  heal  with  the  formation  of  con- 
nective tissue  leaving  a  scar  in  the  mucous  membrane  that  is  often 
pigmented.  Many  bacilli  and  cocci  are  found  in  the  inflamed  mucous 
membranes  and  are  especially  numerous  in  the  necrotic  portions. 
In  the  deeper  layers  the  bacilli  are  found  in  small  numbers,  but  in 


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the  glands,  between  the  gland  cells  and  in  the  glandular  stroma  they 
are  very  numerous.  Cocci  are  not  as  a  rule  found  in  these  latter 
locations.  In  the  submucosa  and  often  in  the  muscularis  the  cell 
infiltration  is  accompanied  by  numerous  bacilli.  Cultures  from 
these  regions  have  shown  the  presence  of  B.  dysenteriae  in  pure 
culture  (77). 

What  part  organisms  other  than  dysentery  bacilli  play  in  the  pro- 
duction of  intestinal  lesions  is  hard  to  say.  It  is  probable  that  pyo- 
genic cocci — streptococci  chiefly  (39) — multiply  in  the  necrotic  tissue 
that  results  from  the  local  irritation  of  the  dysentery  endotoxin. 
Whether  they  actually  attack  the  intestinal  wall  it  is  impossible  to 
state.  Doubtless  they  play  an  important  part  in  the  production 
of  pus  which  is  often  present  in  large  amounts  in  the  exudate  and 
stools. 

During  the  early  stages  of  bacillary  dysentery,  there  is  a  marked 
febrile  reaction.  This  is  probably  the  result  of  a  systemic  reaction 
to  absorbed  endotoxin,  as  well  as  to  the  "cleavage  products"  that 
may  be  absorbed  from  the  necrotic  intestinal  mucous  membrane. 
It  would  seem  justifiable  to  assume  that  this  absorbed  endotoxin  is 
excreted  into  the  intestines  again  with  the  bile  as  Flexner  and  Sweet 
(120)  and  Besredka  (230)  have  shown  to  be  the  case  with  dysentery 
toxin  that  has  been  introduced  parenterally  in  rabbits.  The  active 
peristalsis  of  the  small  intestine  probably  prevents  the  endotoxin  from 
remaining  there  long  enough  to  produce  irritation  of  the  lining  of  the 
jejunum.  As  with  the  originally  ingested  bacilli,  it  is  not  until  the 
lower  ileum  and  colon  are  reached  that  there  is  sufficient  stasis  for 
the  excreted  endotoxin  to  produce  dysenteric  lesions.  This  absorp- 
tion of  the  endotoxin  from  the  colon  and  its  excretion  by  the  bile 
thus  form  a  vicious  circle. 

If  the  lesions  of  bacillary  dysentery  were  the  result  of  the  excre- 
tion of  this  absorbed  endotoxin  by  the  intestinal  wall  as  Flexner  and 
Sweet  (120)  suggested,  the  distribution  of  the  lesions  would  be  re- 
lated to  the  blood  supply  and  they  would  probably  be  more  numerous 
at  the  attachment  of  the  mesentery.  This  does  not  appear  to  be 
the  case. 

The  Peyer's  patches  of  the  ileum  are  unaffected  or  only  moderately 
swollen  in  bacillary  dysentery.    The  solitary  lymph  nodes  in  the 


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442  WILBURT  C.  DAVISON 

small  intestine  may  be  hyperemic  and  swollen  though  they  are  rarely 
ulcerated,  thus  contrasting  with  the  frequency  of  the  ulceration  of 
these  nodules  in  the  large  intestine. 

The  severity  of  the  damage  to  the  intestines  evidently  depends  upon 
the  virulence  and  the  endotoxin  producing  properties  of  the  infect- 
ing organism.  In  patients  dying  of  the  so-called  "  terminal  dysentery" 
(3,  138)  in  whom  malnutrition,  scurvy,  rickets,  pneumonia  or  other 
disease  is  more  responsible  for  death  than  the  dysenteric  infection, 
the  intestines  may  merely  be  hyperemic  or  have  slight  ulceration 
of  the  lymph  follicles  of  the  colon  and  lower  ileum.  The  length  of 
the  illness  does  not  necessarily  determine  the  severity  of  the  lesions 
for  ulceration  and  membrane  formation  are  not  unusual  in  infants 
dying  of  bacillary  dysentery  of  but  a  few  days  duration. 

The  most  essential  difference  between  the  lesions  of  typical  acute 
and  chronic  bacillary  dysentery  (which  is  practically  confined  to 
adults)  is  in  their  extent.  In  the  former,  the  whole,  or  nearly  the 
whole,  length  of  the  colon  and  often  also  the  lower  part  of  the  ileum 
are  uniformly  involved  in  an  acute  inflammatory  process  which  may 
rapidly  prove  fatal.  In  the  latter,  the  process  is  usually  limited  to 
the  lower  half  of  the  colon  and  the  patient  survives  long  enough  to 
allow  of  more  extensive  destruction  of  the  mucous  membrane  of  the 
affected  areas,  which  presents  a  worm  eaten  appearance.  The  char- 
acter of  the  lesion  differs  mainly  in  that  the  earlier  fibrinous  changes 
in  the  mucosa  have  usually  disappeared  in  the  chronic  stage  and  only 
very  extensive  irregular  depressed  ulcers  are  left  which  usually  run 
into  one  another  with  some  general  thickening  of  the  mucous  mem- 
brane. In  some  instances  the  intestinal  wall  may  be  found  to  be 
gangrenous  along  part  of  its  course,  (400,  403).  In  keeping  with 
this  long  period  of  intoxication,  the  wall  of  the  intestine  as  well  as 
other  organs  sometimes  shows  amyloid  change  (39). 

In  infections  with  the  Shiga  bacillus  the  central  nervous  system 
(228)  may  be  the  seat  of  lesions  due  to  the  prolonged  absorption  of 
exotoxin  to  which  B.  dysenteriae  (Shiga)  gives  rise,  as  a  product  of 
its  growth,  in  the  intestine.  However,  as  man  seldom  absorbs  as 
much  exotoxin  from  his  intestines  as  is  usually  injected  experimentally 
into  a  rabbit,  these  lesions  are  rarely  fatal.  Consequently  there  are 
but  few  reports  of  the  postmortem  examinations  of  the  brains  and 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  443 

spinal  cords  of  patients  who  have  died  of  paralysis  following  Shiga 
dysentery.  The  findings  that  have  been  published  (343)  are  similar 
to  those  seen  in  experimental  Shiga  infections  in  rabbits,  and  are 
analogous  to  those  of  poliomyelitis  and  encephalitis. 

VI.   CLINICAL   DATA   IN   ADULTS 

Hippocrates'1  original  statement  that  dysentery  was  a  condition 
characterized  by  the  frequent  passage  of  stools  containing  blood  and 
mucus,  accompanied  by  straining  and  tenesmus,  has  not  been  improved 
by  any  later  clinical  description.  A  provisional  diagnosis  of  dysentery 
is  justified  with  that  fundamental  picture.  Not  until  the  advent  of 
laboratory  methods  could  this  syndrome  be  divided  into  bacillary 
and  amebic  dysentery,  typhoid,  paratyphoid,  cholera  and  food  poison- 
ing. The  demonstration  of  the  relationship  of  liver  abscesses  to 
amebic  dysentery  rendered  it  possible  to  diagnose  many  cases  of 
amebic  dysentery  without  stool  examinations  but  not  only  do  mixed 
amebic  and  bacillary  infections  (46, 60, 355)  occur  but  all  liver  abscesses 
are  not  due  to  amebae  (234)  so  that  reliable  cultural  methods  are 
usually  necessary  for  a  final  diagnosis. 

Typical  cases  of  amebic  and  bacillary  dysentery,  typhoid,  paraty- 
phoid (394,  206,  235),  cholera  and  food  poisoning  present  characteris- 
tic clinical  pictures  so  that  when  seen  side  by  side  they  can,  as  a  gen- 
eral rule,  be  distinguished.  However,  it  must  be  remembered  that 
even  in  the  presence  of  an  epidemic  of  any  one  of  these  diseases  it 
occasionally  is  impossible,  without  laboratory  confirmation,  to  state 
that  an  individual  case  is  of  the  prevailing  type.  Among  a  number 
of  cases  sent  back  from  the  Dardanelles  as  amebic  and  bacillary  dys- 
entery I  have  found  some  due  to  infection  with  B.  paratyphosus  B, 
although  clinically  they  were  indistinguishable  from  the  remainder 
of  the  convoy. 

Inasmuch  as  we  have  effectual  specific  remedies  for  amebic  and 
Shiga  dysentery  (in  adults),  an  accurate  laboratory  differentiation 
of  these  cases  of  bloody  diarrhea  is  most  essential.  Clinical  appear- 
ances alone  are  not  reliable. 


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444  WILBURT  C.  DAVISON 

Incubation  period 

The  time  from  the  initial  ingestion  of  the  dysentery  bacilli  until 
they  have  become  sufficiently  numerous  to  produce  enough  toxin  to 
cause  clinical  symptoms  may  vary  from  one  to  eight  days.  Dysentery 
bacilli  probably  multiply  rapidly  in  the  intestine  but  cultures  of  the 
stools  rarely  show  viable  dysentery  bacilli  in  great  numbers.  One 
to  ten  colonies  for  each  gram  of  faeces  cultured  is  a  high  number 
even  in  severe  cases.  This  may  be  due  to  the  great  acidity  of  the 
stools  that  occurs  in  bacillary  dysentery  (371,  382),  or  possibly  is  a 
result  of  d'Herelle's  phenomenon  (125).  Great  numbers  probably 
die  and  autolyse  in  the  intestine  and  thus  liberate  a  large  amount 
of  endotoxin.  This  endotoxin  has  two  effects;  one  local,  due 
to  contact  with  the  intestinal  mucosa  according  to  Besredka  (230) 
and  the  other  systemic  due  to  absorption  into  the  blood  stream. 
The  length  of  the  incubation  period  probably  depends  upon  the  quan- 
tity and  the  virulence  or  toxin  producing  properties  of  the  infection 
bacilli  that  were  originally  ingested.  Lemoine  (236)  reported  a  case 
of  twenty-four  hours'  incubation  in  which  infection  occurred  via  the 
rectum  from  the  use  of  a  chamber  containing  dysenteric  stools  although 
the  soiling  of  the  fingers  at  stool  cannot  be  excluded.  In  one  instance 
(231)  a  culture  of  the  Shiga  bacillus  came  in  contact  with  the  conjunc- 
tiva and  dysentery  resulted  within  twenty-four  hours.  It  is  well 
known  (232)  that  bacteria  quickly  pass  from  the  conjunctiva  to  the 
nose  and  throat.  Laboratory  infections  of  twenty-four  to  forty-eight 
hours  incubation  were  observed  by  Flexner  (39),  Strong  (112)  and 
Kruse  (34).  In  an  epidemic  caused  by  river  water  in  a  Japanese 
village  (46)  the  incubation  period  was  in  most  cases  from  four  to 
five  days. 

Onset 

The  prodromal  symptoms  of  general  malaise,  fever  and  headache, 
that  are  frequently  present  during  the  latter  part  of  the  incubation 
period,  are  probably  due  to  the  systemic  reaction  to  the  foreign  pro- 
tein of  the  absorbed  endotoxin.  The  loss  of  appetite  and  nausea 
either  may  be  due  to  the  same  cause  or  are  possibly  reflex  from  the 
local  irritation  of  the  intestinal  mucosa  by  the  endotoxin.  Frequently 
there  are  no  prodromata  and  all  of  the  symptoms  are  attributable  to 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  445 

the  local  effect  of  the  endotoxin.  The  onset  is  usually  characterized 
by  a  griping  pain  in  the  abdomen  and  an  urgent  desire  to  defecate, 
resulting  in  the  passage  of  ordinary  formed  feces,  which  temporarily 
relieves  the  pain.  The  pain,  however,  soon  returns,  usually  in  the 
umbilical  region  although  other  locations  are  frequent,  associated 
with  a  desire  to  defecate  and  the  passage  of  stools  which  are  now  of 
softer  consistency  and  may  be  streaked  with  blood.  These  attacks 
are  repeated  at  decreasing  intervals  so  that  the  patient  is  more  or 
less  continuously  at  stool.  Frequently  the  stools  contain  nothing 
but  blood  and  pus.  They  are  usually  acid  in  reaction  and  Jacoby 
(371)  believes  that  this  is  of  diagnostic  importance.  The  griping 
pains  in  the  abdomen  are  doubtless  due  to  the  passage  of  the  intestinal 
contents  over  the  inflamed  mucous  membrane.  They  may  become 
very  intense  in  severe  cases  and  are  plainly  distinguished  from  tru^ 
tenesmus,  the  bearing  down  pain  experienced  in  the  rectum  during 
and  for  a  time  after  the  actual  evacuation  of  the  bowels.  Straining 
and  griping  are  quite  constant  features.  Tenesmus  is  commonly 
associated  with  dysenteric  lesions  in  the  rectum,  which  usually  occur 
early  in  the  disease.  Prolapse  of  the  rectum  and  consequent  incon- 
tinence of  feces  may  occur  in  severe  cases  with  marked  tenesmus. 

In  a  choleraf  orm  type  of  bacillary  dysentery  described  by  Castellani 
(7),  the  onset  is  sudden,  with  rice  water  or  serous  stools;  the  patient 
may  vomit  and  usually  becomes  rapidly  worse.  Blood  may  occa- 
sionally appear  in  the  stool.  The  infecting  bacilli  in  these  cases  are 
probably  exceedingly  virulent  and  rapidly  produce  a  potent  toxin  so 
that  the  maximal  effect  is  noted  early. 

Many  afebrile  cases  of  non-bloody,  non-mucous  diarrhea  of  but 
twenty-four  hours'  duration  have  been  proved  (57,  58)  to  be  due  to 
infection  with  dysentery  bacilli.  The  so-called  epidemic  diarrhea  is 
usually  mild  dysentery  (413).  These  cases  may  occur  during  epi- 
demics of  typical  dysentery  and  so  be  diagnosed  but  frequently  they 
are  sporadic  and  occur  during  the  winter  months.  The  attack  may 
in  no  way  differ  from  an  ordinary  attack  of  diarrhea  due  to  other 
causes.  In  the  Northern  cities  of  the  United  States,  the  majority 
of  the  cases  occur  sporadically  and  are  of  this  type.  Extensive  epi- 
demics, even  in  asylums,  and  severe  cases  are  the  exception.  These 
isolated  cases  are  frequently  overlooked  unless  the  bacteriologist  as 


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446  WILBURT  C.  DAVISON 

well  as  the  clinician  diligently  searches  for  them.  In  one  large  hospi- 
tal but  eight  cases  of  bacillary  dysentery  were  diagnosed  in  eight 
years,  yet  in  one  month  when  repeated  stool  cultures  were  done  on 
all  patients  with  diarrhea,  two  cases  of  Shiga  infection  and  one  of 
Flexner  infection  were  discovered.  It  is  probably  through  these 
sporadic,  mild  and  frequently  undiagnosed  cases  that  bacillary  dys- 
entery is  often  spread  (117). 

The  term  pseudodysentery  that  is  sometimes  applied  to  these 
mild  cases  of  dysentery  would  seem  to  be  not  only  superfluous  but 
also  misleading.  They  are  just  as  much  true  dysentery  bacteriologi- 
cally  as  the  more  severe  types  and,  if  they  are  not  clearly  recognized 
as  such,  are  dangerous  from  the  public  health  point  of  view.  These 
mild  cases  are  due  in  all  probability  to  dysentery  bacilli  that  produce 
but  a  small  amount  of  toxin,  so  that  there  is  only  a  catarrhal  inflamma- 
tion of  the  mucous  membrane  of  the  intestine  without  erosion. 

Course 

As  a  rule,  the  stools  become  slimy  and  bloody  on  the  second  or 
third  day  and  very  soon  are  composed  of  pure  blood  and  mucus. 
Later  the  mucus  becomes  thick  and  colorless  with  less  blood  and  finally 
there  is  the  mucopurulent  stool  so  characteristic  of  bacillary  dysen- 
tery. The  stools  are  usually  small.  They  have  a  stale,  spermic  odor 
and  are  generally  not  offensive.  In  the  severe  cases,  however,  they 
may  become  exceedingly  foul  and  contain  pus.  It  is  possible  that 
this  represents  a  secondary  infection  by  streptococci  or  other  pus 
producing  organisms.  Extremely  foul  stools  are  an  unfavorable 
sign.  Not  infrequently  the  endotoxin  may  be  so  destructive  that 
shreds  of  mucous  membrane  and  occasionally  tubular  sloughs  (39) 
may  be  passed  by  rectum.  In  early  bacillary  dysentery  the  usual 
number  of  stools  is  from  six  to  fifteen  per  day.  It  is  impossible  in 
most  cases  to  distinguish  the  amebic  and  bacillary  varieties  by  the 
gross  appearance  of  the  stools.  Microscopic  smears  of  the  stools 
(222)  may  be  of  assistance  in  diagnosis.  If  there  are  no  amebae  and 
many  cells,  the  infection  is  probably  bacillary  (399).  There  are, 
however,  many  large  phagocytes  that  resemble  amebae  in  the  stools 
of  patients  with  bacillary  dysentery.  Early  in  the  course  of  bacillary 
dysentery  smears  of  the  mucus  contain  a  fair  number  of  cells  most  of 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  447 

which  are  epithelial  with  some  mononuclears  and  polymorphonu- 
clears. Red  blood  cells  are  in  clumps  and  scattered  throughout  the 
smear.  Later  in  the  disease,  the  cells  increase  and  are  predominately 
polymorphonuclear. 

The  urine  diminishes  in  amount  and  at  times  may  contain  a  trace 
of  albumin.  Urination  may  be  painful  (dysuria)  (39)  when  the  rec- 
tum is  markedly  affected  by  the  endotoxin.  Thirst  is  rarely  present 
in  mild  cases  but  in  severe  ones  due  to  the  loss  of  body  fluid,  it  may 
become  marked. 

Vomiting  is  relatively  unusual  in  mild  cases.  The  tongue  is  usually 
coated  with  a  white  fur.  The  temperature  in  all  but  the  very  mildest 
cases  rises  to  101°  to  104°F.  In  mild  cases  the  febrile  curve  may  be 
intermittent  throughout  but  it  often  assumes  a  remittent  type  for 
the  first  few  days  and  gradually  declines  to  normal  in  the  morning 
while  still  rising  to  100°  or  102°  in  the  afternoon.  There  seems  to 
be  no  relation  between  the  temperature  and  the  severity  of  the  intest- 
inal lesions  (55).  A  slight  return  of  fever  after  the  curve  has  been 
normal  for  a  time  is  almost  always  accompanied  by  an  exacerbation 
of  the  symptoms  except  in  serum  treated  cases,  when  the  elevation  may 
be  due  to  serum  sickness.  As  convalescence  becomes  established, 
the  temperature  often  becomes  subnormal.  The  pulse  increases  in 
frequency  and  in  the  more  severe  infections  becomes  very  small. 
In  adults,  if  the  patient  is  to  die,  the  stools  become  serous,  the  pulse 
rapid  and  irregular,  the  temperature  drops  to  subnormal,  the  num- 
ber of  stools  may  diminish,  hiccough  appears  and  death  due  to  ex- 
haustion generally  occurs  during  the  second  or  third  week. 

If  lesions  are  present  in  the  upper  portion  of  the  colon  or  in  the 
small  intestine,  various  intoxication  symptoms  appear,  such  as  head- 
ache, general  malaise,  muscular  pains,  sleeplessness,  numbness  and 
stupor.  Delirium  is  rare  except  as  a  terminal  symptom.  The  clini- 
cal picture  may  simulate  that  of  typhoid  fever.  As  a  matter  of  fact, 
in  many  of  these  cases,  B.  typhosus  as  well  as  B.  dysenteriae  has 
been  isolated  (237).  I  have  encountered  cases  of  bacillary  dysentery 
in  troops  that  have  become  secondarily  infected  with  B.  paratyphosus 
B.  (68).  Under  conditions  in  which  trained  nurses  are  scarce,  it  is 
relatively  simple  for  these  mixed  infections  to  occur  (207)  and  the 
possibility  should  always  be  considered. 


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448  WILBURT  C.  DAVISON 

Physical  examinations  are  usually  of  no  diagnostic  importance. 
Extreme  emaciation,  atrophy  of  the  general  muscular  tissues,  Hip- 
pocratic  facies  and  a  retracted,  scaphoid  and  tender  abdomen  are 
striking  features  in  cases  of  long  duration.  On  careful  palpation, 
the  thickened  bowel  may  at  times  be  felt,  but  usually  the  abdomen 
is  too  tender  to  allow  such  manipulation.  The  tenderness  is  especially 
acute  over  the  course  of  the  colon.  The  spleen  is  not  enlarged  except 
in  very  severe  cases  (344)  or  unless  malaria,  typhoid  or  other  diseases 
coexist  (55). 

Severe  hemorrhage  from  the  bowel  is  less  common  than  in  the  ame- 
bic form,  but  Rogers  (3)  reports  the  fatal  loss  of  blood  from  a  deep 
ulcer  in  the  upper  part  of  the  rectum  in  chronic  bacillary  dysentery. 

In  occasional  cases  instead  of  diarrhea,  constipation  may  be  the 
predominating  symptom  for  the  disease  may  be  limited  to  the  lower 
bowel,  and  feces  may  be  accumulating  in  the  higher  region  of  the 
colon — a  condition  which  may  be  recognized  by  distention.  Shiga 
(77)  describes  an  ascending  variety  of  acute  dysentery,  which,  begin- 
ning in  the  rectum,  spreads  upwards  along  the  large  bowel. 

Nervous  symptoms 

The  nervous  symptoms  due  to  the  Shiga  exotoxin  are  not  constantly 
present  in  all  cases  of  Shiga  infections.  This  may  be  due  to  the  fact 
that  the  effects  of  the  exotoxin  are  manifest  later  in  the  disease  than 
those  of  endotoxin.  The  former  must  be  absorbed  into  the  blood 
and  then  probably  be  accumulated  in  the  nervous  tissues  to  produce 
sufficient  lesions  to  give  rise  to  clinically  detectable  nervous  symptoms. 
In  many  severe  cases  the  patient  succumbs  to  the  intestinal  lesions 
before  the  exotoxin  has  had  time  to  produce  lesions  in  the  central 
nervous  system  while  in  many  mild  cases  in  which  the  dysentery 
bacilli  produce  toxin  in  small  amounts  the  patient  has  time  enough 
to  manufacture  antiexotoxin  to  neutralize  the  exotoxin  before  it 
has  sufficiently  accumulated  in  the  nervous  tissues  to  produce  paraly- 
sis. Peripheral  neuritis  is  the  most  common  condition  caused  by 
the  exotoxin.  It  is  generally  mild  and  often  confined  to  one  nerve 
(55,  338).  Schlesinger's  (240)  work  would  indicate  that  this  neuritis 
is  due  to  the  slow  effect  of  absorbed  dysentery  toxin  similarly  to 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  449 

the  nerve  lesions  in  diphtheria,  for  he  reported  polyneuritis  in  twenty 
soldiers  after  the  dysentery  bacilli  had  disappeared  from  the  stools. 
Paralysis,  chiefly  paraplegia,  is  occasionally  reported  (52,  274,  338). 

Recovery 

Recovery  takes  place  as  soon  as  the  body  can  produce  sufficient 
antiendotoxin  to  neutralize  the  endotoxin  and  thus  prevent  further 
destruction  of  the  mucosa.  Besredka  (230)  believes  that  the  pro- 
tective mechanism  does  not  involve  the  antibodies  of  the  blood  but 
that  the  intestinal  mucosa  itself,  after  the  erosion  caused  by  the  endo- 
toxin has  healed,  becomes  sensitized  to  dysentery  bacilli  and  acts 
as  a  barrier  against  further  infection.  That  may  be  true,  but  it 
would  seem  impossible  to  avoid  the  assumption  that  an  antiendotoxin 
must  be  formed  by  the  blood  or  other  antibody  forming  center,  to 
•neutralize  the  endotoxin  and  allow  the  erosion  to  heal.  Bacterio- 
cidal bodies  evidently  are  not  essential  to  recovery  for  although  dys- 
entery bacilli  usually  disappear  from  the  intestines  a  few  days  after 
the  cessation  of  the  acute  symptoms  yet  some  patients  after  recovery 
from  dysentery  may  harbor  these  bacilli  in  their  intestines  for  months 
and  even  years  without  symptoms.  Although  these  carriers  have  suf- 
ficient antiendotoxin  to  prevent  dysentery  bacilli  causing  inflammation 
and  erosion  of  the  intestinal  mucosa  and  although  bactericidal  bodies 
are  demonstrable  in  their  sera,  yet  the  mere  fact  of  the  continued 
presence  of  dysentery  bacilli  in  the  stools  would  seem  to  indicate 
that  bactericidal  substances  are  not  ^essential.  However,  as  per- 
sistent carriers  of  dysentery  bacilli  are  the  exception,  the  bactericidal 
bodies  may  be  excreted  into  the  intestines  of  the  majority  of  patients 
and  account  for  the  disappearance  of  dysentery  bacilli  from  the  stools 
after  recovery.  These  findings  are  comparable  to  those  of  individ- 
uals who  become  chronic  carriers  of  diphtheria  bacilli  after  conva- 
lescence from  the  disease.  The  part  played  by  d'Herelle's  (125) 
"bacteriophage"  or  Kabeshima's  (127)  bacteriolytic  ferment,  in 
determining  the  patient's  recovery  is  impossible  to  state  at  present, 
(vide  supra). 

The  duration  is  four  to  eight  days  in  light  cases  and  three  to  six 


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450  WILBUXT  C.  DAVISON 

weeks  in  those  that  are  severe.  Shiga  (46)  found  an  average  dura- 
tion for  all  cases  of  40  days  under  medicinal  treatment  and  25  days 
under  serum  therapy.  During  recovery  the  stools  regain  their  fecal 
consistency,  the  number  lessens,  and  the  appetite  and  strength  begin 
to  return.  Relapses,  however,  are  common,  due  to  dietetic  errors, 
exposure  and  allowing  the  patient  to  get  up  from  bed  or  to  resume  a 
general  diet  (222)  too  early. 

Reinfections,  except  for  relapses  (58),  are  rare  in  bacillary  dysentery. 
Shiga  (77)  noted  but  four  cases  among  10,000  patients.  However, 
during  mixed  epidemics,  a  convalescent  from  Flexner  dysentery  may 
acquire  a  new  infection  with  Shiga  bacillus  (57,  69,  138,  140,  202) 
and  vice  versa. 

Chronicity 

Bacillary  dysentery  in  adults  has  often  been  divided  into  two  types, 
the  acute  and  the  chronic.  The  latter  is  usually,  though  by  no  means 
always,  due  to  infection  with  B.  dysenteriae  (Shiga).  Sonne  (238) 
states  that  the  Flexner  bacillus  was  found  mainly  in  mild  and  sporadic 
cases.  Remlinger,  (65)  however,  reported  a  severe  Flexner  epidemic 
in  the  Argonne.  Many  physicians  report  that  no  clinical  difference 
can  be  detected  between  patients  infected  with  Shiga  and  Flexner 
bacilli  (69,  140).  Moreover,  the  Shiga  and  Flexner  bacillus  may 
often  exist  in  the  same  patient  (57,  69,  138,  140,  202).  Inasmuch 
as  the  chronic  cases  begin  in  a  manner  similar  to  those  that  are  acute, 
this  differentiation  is  not  distinct.  Chronicity  is  perhaps  better 
described  as  a  complication  of  dysentery  rather  than  as  a  distinct 
variety. 

Although  the  acute  stages  insensibly  merge  into  the  chronic  dis- 
ease, so  that  no  definite  line  can  be  drawn  between  them,  yet  for  pur- 
poses of  analysis  Rogers,  (3)  has  taken  a  duration  of  one  month  or 
more  to  indicate  chronicity.  As  a  general  rule,  bacillary  dysentery 
terminates  in  either  death  or  recovery  within  a  few  weeks,  and  but 
comparatively  rarely  lingers  on  with  longer  or  shorter  remission  for 
several  months,  as  is  not  uncommonly  the  case  with  inadequately 
treated  amebic  disease.  Some  observers  (260,  402,  409),  however, 
have  reported  that  5  per  cent  of  all  cases  of  dysentery  become  chronic. 


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BACILIARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  451 

Chronic  dysentery  in  children  is  extremely  rare.  The  remissions 
are  not  so  complete  and  lengthy  in  the  bacillary  type  as  in  the  amebic 
variety,  the  disease  tending  to  run  on  unchecked  until  the  patient 
eventually  develops  some  immunity  to  the  infection  and  slowly 
recovers,  or,  worn  out  by  his  sufferings,  succumbs  to  exhaustion,  inani- 
tion, steady  loss  of  body  fluid  or  to  some  intercurrent  infection. 

Dysentery  carriers 

There  is  no  definite  division  of  convalescent  dysentery  patients, 
whose  stools  continue  to  harbor  B.  dysenteriae,  into  chronic  cases 
and  persistent  carriers.  Fletcher  and  MacKinnon  (175)  in  a  recent 
study  of  1782  British  soldiers  convalescent  from  dysentery,  some  of 
whom  gave  histories  of  intermittent  dysentery  dating  from  the  Boer 
War,  found  74  still  excreting  dysentery  bacilli.  The  average  Flexner 
carrier  was  in  good  health,  his  stools  were  formed  and  free  from  blood 
and  mucus.  He  was  fit  to  carry  on  his  work  unless  subjected  to  very 
adverse  conditions  of  feeding,  temperature  or  labor  which  might 
induce  attacks  of  diarrhoea.  The  Shiga  carrier,  on  the  other  hand, 
was  generally  an  invalid,  his  stools  usually  contained  blood  and 
mucus  and  he  had  frequent  attacks  of  diarrhoea.  Furthermore,  he 
often  became  a  mental  wreck.  Cases  of  this  chronic  carrier  state, 
lasting  from  two  to  ten  years,  have  been  noted.  Arnheim  (187) 
regarded  the  Shiga  carriers  as  the  more  important.  Other  Germans 
(73)  stated  that  Flexner  carriers  were  too  numerous  to  quarantine. 
The  number  of  dysentery  carriers  found  appears  to  depend  on  the 
epidemic  and  also  possibly  on  the  conditions  under  which  the  bacteriol- 
ogist must  work.  The  usual  percentage  is  rarely  more  than  one 
per  cent  (151,  186,  239)  but  one  author  reported  that  13  per  cent  of 
his  convalescent  patients  became  carriers  of  the  Flexner  bacillus  (75). 

One  investigator  (186)  suggests  that  B.  dysenteriae  in  chronic 
carriers  may  lurk  in  the  bile  as  is  frequently  found  to  be  the  case 
with  B.  typhosus  carriers.  Briickner  (214)  in  an  autopsy  on  a  dys- 
entery carrier  who  died  of  an  intercurrent  infection,  found  Flexner 
bacilli  in  the  small  bile  ducts  in  the  liver.  There  were  no  intestinal 
lesions.  Others  (213),  however,  reported  that  bile  had  a  destructive 
and  restraining  influence  on  B.  dysenteriae  both  in  the  intestine  and 
in  vitro.  Hannon  (342)  has  shown  that  bile  salts  were  inhibitory 
to  the  growth  of  dysentery  bacilli. 


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452  WILBUXT  C.  DAVISON 

Complications 

Perforation  and  gangrene  of  the  colon  and  peritonitis  are  rare 
(241,  400,  403)  although  the  abdomen  may  be  sufficiently  tender  and 
rigid  to  simulate  these  conditions.  However,  in  108  fatal  Civil  War 
cases  studied  by  Woodward  (52)  perforation  occurred  in  eleven. 

The  incidence  of  liver  abscess  and  portal  pyemia  is  negligible.  Rog- 
ers (3)  in  45  autopsies  in  Calcutta  did  not  find  a  single  instance. 

Abscesses  in  other  locations  are  occasionally  reported.  Shiga  (46) 
noted  one  in  a  convalescent  in  the  upper  portion  of  the  rectus  ab- 
dominalis  and  in  a  second  case  in  the  gluteal  region.  The  ischiorectal 
fossa  may  also  be  the  seat  of  abscesses  (7).  They  are  probably  due 
to  secondary  infections. 

Arthritis.  Sydenham  (24)  noted  that  dysentery  was  sometimes 
associated  with  rheumatic  pains.  A  swelling  of  one  or  more  of  the 
large  joints  and  inflammation  of  the  tendon  sheaths  of  a  very  ob- 
stinate character  have  been  noted  in  certain  outbreaks  (39,  242)  and 
as  a  sequel  to  bacillary  dysentery  during  the  Boer  War  (3).  Arthritis 
of  the  knees  and  occasionally  of  other  joints  was  not  an  infrequent 
finding  in  the  cases  during  the  Great  War  (55,  57,  64,  243,  403,  411, 
421)  both  in  untreated  cases  as  well  as  those  under  serum  therapy. 
Graham  (360)  stated  that  the  usual  time  of  onset  was  between  the 
sixth  and  twenty-third  day  after  the  first  symptoms  of  dysentery. 
There  was  no  relationship  between  the  time  of  onset  of  the  arthritis 
and  the  severity  of  the  dysentery.  In  severe  cases  there  was  consid- 
erable rise  of  temperature  which  might  oscillate  for  weeks.  In  mild 
cases  there  was  very  little  if  any  fever.  The  swelling  and  pain  were 
usually  though  not  always  confined  to  one  joint.  It  appears  to  be  due 
to  absorption  of  endotoxin  from  the  bowel  and  its  excretion  into  the 
joint  cavities  as  is  known  to  be  the  case  during  the  absorption  of 
toxins  of  septic  and  gonorrheal  origin  (244).  Joint  involvement 
occurs  in  both  Flexner  and  Shiga  infections.  This  arthritis  tends 
toward  recovery,  without  going  on  to  suppuration,  although  it  may 
take  some  months  to  resolve.  Stiffness  may  continue  for  a  long 
period  but  apparently  always  ends  in  complete  recovery  (360).  Cul- 
tures of  the  fluid  of  these  joints  have  with  few  exceptions  (57)  been 
sterile  but  the  presence  of  agglutinins  in  these  exudates  has  frequently 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  453 

been  demonstrated  (55,  57),  in  some  cases  in  higher  dilution  than  in 
the  blood  serum  of  the  patient. 

Parotitis  may  occur  in  severe  cases,  and  also  in  moderate  cases 
which  run  a  chronic  course  (46,  421).  It  is  usually  bilateral  and 
appears  during  the  third  to  the  fifth  week  of  the  disease.  Among 
436  patients  Shiga  (46)  found  only  eight  instances  of  parotitis.  The 
dysentery  bacillus  was  never  found  in  the  pus  and  tissues  removed. 
There  is  probably  no  connection  between  parotitis  and  the  dysentery 
bacillus.  It  results  from  a  secondary  infection  by  other  organisms 
present  in  the  mouth  (77). 

Edema  and  ascites  are  often  seen  in  debilitated  patients  or  during 
convalescence  (245)  or  during  the  terminal  stages  of  protracted  cases 
and  are  frequently  combined  with  general  anemic  edema.  Isen- 
schmid  (246)  believes  that  the  edema  following  dysentery,  which 
is  usually  ascribed  to  weakness  of  the  heart,  is  probably  of  the  starva- 
tion edema  type.  Some  of  the  instances  of  war  edema  (Kriegso- 
edema)  seen  in  Germany  were  probably  sequelae  to  bacillary  dysentery 
(247).  Oberndorfer  (248)  in  autopsies  on  patients  dying  of  war 
edema  found  typical  lesions  of  dysentery  in  the  large  intestines. 

Functional  disturbances  of  the  heart  have  been  prominent  in  some 
epidemics  (249,  250).  Simple  endocarditis  is  not  infrequent  (251) 
but  the  malignant  form  is  rare.  Myocarditis  and  pericarditis  may 
occur  in  severe  cases  (251,  411). 

Appendicitis  has  been  cited  (7,  421)  as  a  complication  during  con- 
valescence from  bacillary  dysentery.  Vives  and  others  (252),  how- 
ever, state  that  appendicitis  is  more  frequent  in  amebic  than  bacil- 
lary dysentery. 

Beriberi  has  been  noted  as  a  frequent  complication  in  Japan  (46) 
possibly  due  to  the  exclusive  diet  of  rice  water  gruel  so  frequently 
prescribed  in  the  East.    The  prognosis  is  not  good. 

Stenosis  of  the  large  bowel,  more  particularly  of  the  sigmoid  flexure, 
proctitis  (403)  and  periproctitis  (256),  due  to  cicatricial  contraction 
of  the  healing  ulcers  are  among  the  most  important  though  infrequent 
sequelae  of  dysentery  as  Cantlie  (257)  has  emphasized.  The  symp- 
toms are:  constipation  of  insidious  onset  (sometimes  alternated  with 
attacks  of  diarrhoea)  associated  in  due  course  with  a  sensation  of 
distension  in  the  abdomen,  recurrent  colic,  loss  of  appetite,  nausea 

MEDICINE,  VOL.  I,  NO.  3 


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454  WILBUBT  C.  DAVISON 

and  vomiting.  Stenosis  of  the  intestines  is  a  serious  condition  and 
must  be  energetically  treated.  A  case  of  almost  complete  obstruc- 
tion of  the  rectum  (258)  and  a  fatal  case  of  intestinal  obstruction 
following  dysentery  have  been  reported  (259). 

Suprarenal  insufficiency  and  postmortem  lesions  of  the  suprarenal 
glands  almost  identical  with  those  due  to  diphtheria  toxin  have  been 
found  during  epidemics  of  severe  Flexner  dysentery  (65,  69). 

Chronic  gastritis  and  intestinal  ulceration  with  pain,  meteorism, 
diarrhoea  and  dyspepsia  (260, 353, 409)  may  follow  dysentery.  They 
are  probably  the  result  of  direct  and  reflex  irritation  due  to  the  cica- 
tricial tissue  of  the  original  dysenteric  ulcers  rather  than  to  a  con- 
tinued action  of  endotoxin.  Alexander  (261)  found  achlorhydria  and 
apepsia  in  some  of  his  patients  after  recovery  from  dysentery.  Glaess- 
ner  (361)  has  also  reported  a  diminution  of  pepsin.  He  believes 
that  the  prognosis  is  more  unfavorable  in  cases  with  a  deficiency  of 
pancreatic  secretion  and  that  this  should  be  taken  into  account  in 
treatment. 

As  rare  complications  (212,  251,  253,  338)  of  bacQlary  dysentery 
there  may  be  pleurisy,  thrombosis,  acute  and  chronic  nephritis  (419), 
acute  conjunctivitis  (345, 346),  cyclitis,  iridocyclitis  (360),  iritis  (411), 
prostatitis,  rectal  carcinomata  (398),  tetany  from  hemorrhage  in  the 
parathyroid  glands  (254),  pyelocystitis  (217,  218,  219),  urethritis 
(345),  vaginitis  (347),  meningomyelitis  (362),  hemorrhagic  enceph- 
alitis (363),  pyemic  manifestations  such  as  pylephlebitis,  and  men- 
ingitis (255).  The  presence  of  the  last  was  probably  a  coincidence. 
Conjunctivitis  was  noted  in  a  patient  with  a  Shiga  infection  but  as 
no  dysentery  bacilli  could  be  isolated  from  the  eyes,  it  was  assumed 
to  be  due  to  Shiga  toxin  (346).  Nolf  (55)  reported  labial  and  nasal 
herpes  in  a  large  percentage  of  his  cases  (Flexner  dysentery). 

Blood 

The  blood  picture  is  often  of  assistance  in  distinguishing  amebic 
from  bacillary  dysentery.  In  the  former  white  blood  cell  counts  of 
from  20,000  to  40,000  are  comparatively  common  (275)  while  in  the 
latter,  although  a  slight  polymorphonuclear  leukocytosis  is  frequent, 
the  count  rarely  exceeds  15,000.  In  more  severe  Flexner  infections 
Nolf  (55)  found  the  average  number  of  white  cells  to  be  25,000 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  455 

predominately  polymorphonuclears,  rising  to  47,200  in  fatal  cases. 
The  leucocytosis  disappeared  as  the  dehydration  decreased.  Mar- 
covici  reported  (410)  that  60  per  cent  of  acute  cases  had  a  moderate 
leukopenia,  6  per  cent  had  a  slight  leukocytosis  (up  to  10,900  per 
cmm.)  and  that  in  34  per  cent  the  white  blood  count  was  normal. 
During  convalescence  the  number  of  leukocytes  was  normal.  In 
chronic  cases  there  was  usually  a  leukocytosis  (up  to  9,400)  and  oc- 
casionally an  eosinophilia  (3  per  cent  eosinophils) .  He  concluded 
that  white  blood  cell  counts  were  of  but  little  assistance  in  differen- 
tiating dysentery  from  other  forms  of  diarrhoea.  Martinez  (444) 
stated  that  in  bacillary  dysentery  there  was  a  polynucleosis  but  no 
increase  in  eosinophils  while  in  amebic  dysentery  there  was  a  slight 
eosinophilia  and  there  might  be  a  mononucleosis.  Helminthiasis 
induced  a  polynucleosis  with  eosinophilia. 

Findlay  (263)  has  recently  reported  the  possibility  of  differentia- 
ting amebic  and  bacillary  dysentery  in  90  per  cent  of  cases  by  the  iodin 
reaction  and  the  production  of  nuclear  pseudopodia  in  the  polymor- 
phonuclear leukocytes. 

The  red  blood  cell  counts  are  at  first  relatively  increased  from  the 
drain  of  fluid  by  the  bowel,  but  fall  below  normal  if  blood  persists 
in  the  stools. 

Differential  Diagnosis,  summary 

A  presumptive  diagnosis  of  bacillary  dysentery  can  be  made  in 
temperate  climates  or  during  epidemics  when  the  patient  has  had  a 
febrile  onset,  passes  frequent  bloody  mucous  stools  and  has  colic, 
tenesmus,  resistance  over  the  large  bowel,  palpable  thickening  of  the 
wall  of  the  colon,  and  pain  on  abdominal  pressure.  It  must  be  remem- 
bered that  tenesmus  is  not  a  constant  symptom  because  in  the  ma- 
jority of  instances  it  only  exists  when  the  rectum  is  affected.  The 
presence  of  pus  in  the  stool  is  strongly  suggestive  of  bacillary  dysen- 
tery (399).  The  diagnosis  of  the  abortive  form  of  dysentery,  which 
often  occurs  sporadically  in  the  winter,  or  in  the  beginning  of  epi- 
demics, is  very  difficult.  Similarly  too,  the  diagnosis  of  dysentery 
simulating  typhoid  is  not  easy.  Repeated  microscopic  examinations 
of  the  stools  for  amebae,  and  other  parasites,  numerous  stool  cultures 
for  dysentery  and  other  bacilli  and  probably  of  most  importance, 


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456  WILBTOT  C.  DAVISON 

studies  of  the  agglutination  reactions  of  the  patient's  serum  (after 
the  sixth  day)  with  standardized  methods  should  be  undertaken  in 
all  cases.  A  cutaneous  reaction  for  dysentery  bacilli  similar  to  the 
Shick  test  for  diphtheria  has  been  introduced  (39)  but  its  value  has 
not  been  proved. 

The  conditions  necessary  for  a  definite  diagnosis  of  bacillary  dysen- 
tery are  the  isolation  of  the  bacillus  from  the  patient's  stools  or  a 
positive  agglutination  reaction  of  the  dysentery  bacillus  with  his 
serum  (after  the  sixth  day)  (235,  264). 

Attention  must  be  paid  to  exclude  carcinomata,  tuberculosis, 
polypi,  syphilis  of  the  rectum  (265),  hereditary  syphilis  (266),  hemor- 
rhoids, foreign  bodies  intussusception,  mercurial  poisoning,  malaria 
(369),  and  pressure  from  uterine  tumors  (267)  as  causes  of  the  dis- 
charge of  blood  and  mucus  from  the  bowel.  Amebic  dysentery  as  well 
as  the  cases  of  diarrhoea  that  may  be  due  to  balantidium  coli  (89, 
90),  lambia  (91),  trichomonas  (92,  93)  ankylostoma,  schistosoma, 
paragonimus  (265)  chilomastix  mesnili  (364)  or  bilharzia  (94)  must 
be  differentiated  etiologically,  clinically  and  anatomically  from  bacil- 
lary dysentery.  It  must  not  be  forgotten,  however,  that  mixed 
infections  with  amoebae  or  other  parasites  and  dysentery  bacilli 
may  occur  (46,  60,  355).  The  following  are  perhaps  the  most  im- 
portant points  (46,  404)  in  the  differentiation  of  amebic  and  bacillary 
dysentery: 

1.  The  onset  is  usually  acute  in  bacillary  dysentery  and  gradual 
in  amebic. 

2.  Amebic  dysentery  usually  runs  a  chronic  course. 

3.  In  the  amebic  form,  no  dysentery  bacilli  can  be  found,  except  in 
the  mixed  infections  of  both  amebic  and  bacillary  dysentery. 

4.  In  amebic  dysentery,  toxic  symptoms  such  as  high  fever,  gen- 
eral malaise,  anorexia,  rapid  emaciation,  or  various  nervous  symptoms, 
are  not  usually  observed. 

5.  In  bacillary  dysentery  liver  abscess  is  never  present;  it  is  a  very 
frequent  complication  of  amebic  dysentery. 

6.  The  diagnostic  value  of  the  emetine  treatment.  The  failure  of 
hypodermic  injections  of  emetine  to  bring  about  very  marked  ameliora- 
tion of  dysenteric  symptoms  within  two  to  three  days  is  usually 
sufficient  to  exclude  the  presence  of  amebic  disease  and  thus  makes  it 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  457 

so  extremely  probable  that  bacillary  infection  is  present  as  to  indicate 
active  treatment  against  the  latter  disease  (3).  However,  emetine 
therapy  is  not  devoid  of  danger,  for  deaths  have  been  reported  (268) 
from  its  toxic  effects.  This  drug  should  only  be  given  when  the 
presence  of  amebic  dysentery  is  suspected  and  not  as  a  routine  method 
of  differential  diagnosis. 

7.  The  anatomical  processes  are  also  different  According  to 
Kartulis  (269)  and  Kruse  (34)  the  edges  of  the  ulcers  are  peculiarly 
undermined  in  amebic  dysentery,  while  in  bacillary  dysentery  this 
is  never  the  case  and  the  ulcers  are  situated  on  the  surface  of  the  folds 
of  the  mucous  membrane. 

VH.  CLINICAL  DATA   IN   CHILDREN 

Infants  and  young  children  are  much  the  worst  sufferers  from 
bacillary  dysentery.  When  a  household  becomes  infected,  the  adtilts 
may  merely  have  a  mild  diarrhea  often  without  blood  in  the  stools, 
lasting  twenty-four  to  forty-eight  hours.  The  children  on  the  other 
hand  usually  have  a  severe  bloody  diarrhea  which  is  frequently  fatal. 
In  other  words  the  same  variety  of  dysentery  bacillus  may  have  but 
slight  effect  on  the  intestinal  mucosa  of  an  adult,  possibly  because  of 
his  acquired  immunity,  while  in  an  infant  the  organisms  usually  pro- 
duce marked  inflammation  with  profound  pathological  changes. 
It  is  unfortunate  that  bloody  diarrhea  in  children  has  not  been  more 
generally  recognized  as  dysentery  and  that  names  such  as  summer 
diarrhea,  infectious  diarrhea  and  ileocolitis  have  been  applied.  Bac- 
teriological studies  (47,  48, 124, 138, 149,  ISO,  151, 153, 154,  215,  270) 
in  many  cities  have  repeatedly  proven  that  the  great  majority,  if 
not  all  cases,  of  bloody  diarrhea  in  children  are  due  to  B.  dysenteriae. 
Bacillary  dysentery  in  children  can  be  recognized  in  nearly  all  instances 
by  the  clinical  data  alone. 

The  onset  is  usually  sudden,  the  first  symptom  being  a  loss  of 
appetite,  feverishness  and  irritability  or  drowsiness.  Vomiting  and 
convulsions  are  not  infrequent  during  the  first  twenty-four  hours. 
Within  a  few  hours  of  the  initial  symptoms  there  is  an  increase  in  the 
number  of  stools.  These  are  usually  watery  for  the  first  day.  Blood 
does  not  usually  appear  in  the  faeces  until  the  second  day  of  the  dis- 
ease.   Within  three  or  four  days  the  stools  consist  almost  entirely 


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458  WILBUM  C.  DAVISON 

of  blood  and  mucus  for  the  endotoxin  has,  .by  this  time,  produced 
a  marked  inflammatory  reaction.  The  number  of  bowel  movements 
ranges  from  three  to  thirty  per  day.  After  the  first  twenty-four 
hours,  the  individual  stools  are  exceedingly  small,  perhaps  a  tea- 
spoonful  of  mucus  and  blood  passed  after  much  straining. 

A  clinical  diagnosis  of  bacillary  dysentery  is  justifiable  only  when 
the  patient  has  had  an  acute  febrile  onset  and  the  passage  of  mucous 
and  persistently  bloody  stools.  Children  who  have  diarrhea  and 
have  blood  in  their  stools  (usually  bright  blood)  on  only  one  or 
two  occasions  are  usually  not  suffering  from  dysentery.  The  ag- 
glutination reactions  and  stool  cultures  show  this.  It  is  true,  how- 
ever, that  infants  whose  stools  contain  much  pus  even  without 
blood  almost  always  have  dysentery.  Smears  of  the  stool  stained 
with  methylene  blue  should  be  made  to  distinguish  mucus  from  pus, 
for  differentiation  by  the  naked  eye,  is  frequently  exceedingly  dif- 
ficult. The  presence  of  mucus  alone  in  stools  is  not  significant  of 
dysentery. 

Children  with  bacillary  dysentery  are  usually  quite  ill  and  greatly 
prostrated.  For  the  first  few  hours  they  are  frequently  restless  and 
irritable.  Later  they  become  drowsy  and  apathetic.  The  appetite 
may  entirely  disappear.  Loss  of  weight  is  rapid.  If  the  stools  are 
very  loose  for  the  first  day  or  two  and  if  there  is  a  great  disinclination 
to  take  water  as  well  as  food,  dehydration  may  become  a  marked  and 
important  condition.  The  numerous  and  often  painful  bowel  move- 
ments frequently  make  rest  and  sleep  impossible  without  sedatives. 

In  most  non-fatal  cases  the  temperature  falls  to  normal  by  the  fifth 
to  eighth  day.  The  blood  gradually  disappears  from  the  stools  during 
the  second  week.  The  bowel  movements  become  less  numerous  and 
assume  a  fecal  character  if  the  appetite  improves  so  that  food  is  taken. 

If  the  child  has  been  suffering  from  simple  diarrhea  or  some  other 
disease  at  the  time  of  the  infection  with  bacillary  dysentery,  the 
character  of  the  onset  is  frequently  masked.  Usually,  however, 
there  is  a  history  of  a  sudden  rise  in  temperature  followed  by  an 
increased  number  of  stools  containing  blood  and  mucus.  Mild 
non-bloody  diarrhoea  due  to  B.  dysenteriae  may  occasionally  occur 
in  children  as  well  as  in  adults. 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  459 

With  most  of  the  cases  in  well  nourished  children  who  die  in  the 
early  stages  of  bacillary  dysentery  as  the  result  of  an  overwhelming 
intoxication,  a  pseudomembranous  type  of  inflammation  is  found. 
Doubtless  the  process  in  the  milder  cases  is  catarrhal  in  type  with  or 
without  superficial  ulceration.  Deep  ulceration  is  found  in  protracted 
cases  and  is  especially  localized  in  the  lymphoid  tissue  of  the  colon 
and  the  lower  part  of  the  small  intestine.  This  extensive  ulceration 
is  common  only  with  poorly  nourished  children  such  as  are  seen  in 
asylum  practice. 

The  leucocyte  count  is  usually  slightly  increased  (48,  200)  but  is 
of  no  diagnostic  importance  (103). 

The  physical  findings  are  usually  negative.  The  spleen  is  rarely 
palpable.    Abdominal  tenderness  is  sometimes  present. 

Occasionally  bronchopneumonia,  pyelitis  (271),  otitis  media  ul- 
cerative stomatitis  (447)  and  acidosis  of  the  acetone  body  type  (272) 
may  complicate  the  course  of  bacillary  dysentery  in  children. 

As  a  general  rule  the  appetite  returns  when  the  fever  disappears 
but  occasionally  there  may  be  persistent  refusal  to  take  food  so  that 
gavage  is  necessary  for  days  and  even  weeks.  Three  months  after 
recovery  from  bacillary  dysentery,  most  children  have  regained  their 
weight.  Very  few  cases  become  chronic  except  in  asylum  practice. 
Death  within  the  first  three  weeks  or  complete  recovery  is  the  usual 
course. 

Diagnosis  of  dysentery  in  children  (summary) 

It  would  seem  that  in  countries  where  amebic  dysentery  is  not 
endemic  (amebic  dysentery  is  rare  among  children  in  the  United 
States  (273)),  a  presumptive  diagnosis  of  bacillary  dysentery  can 
safely  be  made  in  children  who  have  had  a  sudden  febrile  onset  and 
are  passing  bloody  stools.  However,  as  in  adults,  the  laboratory 
findings  are  the  only  absolute  criteria.  The  bacteriological  diagnosis 
of  dysentery  in  children  is  much  simpler  than  in  adults  for  the  in- 
testinal reaction  to  dysentery  bacilli  is  much  more  severe  in  the  former 
and  consequently  the  children's  stools  consist  almost  entirely  of 
blood  and  mucus  so  that  B.  dysenteriae  is  quite  readily  isolated.  In 
adults  the  presence  of  much  fecal  matter  increases  the  number  of  B. 
coli  in  stool  cultures  to  such  an  extent  that  B.  dysenteriae  is  frequently 
overlooked. 


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460  WILBUBT  C.  DAVISON 

fcifty  to  sixty  per  cent  of  the  cultures  of  stools  of  children  with 
dysentery  are  positive  for  B.  dysenteriae,  while  in  adults  the  percentage 
of  positive  stool  cultures  ranges  from  twenty-five  to  forty.  Higher 
percentages  may  be  obtained  if  several  successive  stool  cultures  are 
made.  The  agglutination  reaction  of  the  patients  serum  is  the  simplest 
method  of  laboratory  diagnosis  and  is  even  more  satisfactory  than 
in  adults  for  non-specific  agglutinins  are  rare  in  the  serum  of  a  child 
even  at  the  low  dilution  of  1:20;  there  is  less  likelihood  of  the  child 
having  had  a  previous  dysenteric  infection,  from  which  agglutinins 
might  persist  and  confuse  the  diagnosis;  the  agglutination  reaction  is 
frequently  positive  earlier  in  the  disease  in  children  than  it  is  in  adults 
(occasionally  the  test  may  be  positive  on  the  second  day.) 

Vffl.  PROGNOSIS  IN  ADULTS  AND  CHILDREN 

In  epidemic  outbreaks,  whether  in  an  institution  or  in  a  household, 
and  in  infants  under  one  year  and  in  adults  over  fifty  years,  the  disease 
is  likely  to  be  especially  severe,  while  in  the  very  acute  choleraic  cases 
the  mortality  is  also  high.  With  these  exceptions,  in  the  great  ma- 
jority of  bacillary  dysentery  cases  coming  under  early  observation, 
especially  in  Flexner  infections,  the  ultimate  prognosis  is  good  although 
convalescence  may  be  tardy.  It  is  far  otherwise  with  neglected  patients 
who  have  suffered  from  dysentery  from  one  to  several  months,  often 
without  any  treatment,  so  that  extensive  ulceration  of  much  of  the 
large  bowel  is  already  present  on  their  admission  to  the  hospital. 
Albu  (260)  regards  complete  and  permanent  recovery  from  bacillary 
dysentery  as  an  extremely  rare  event.  Schmidt  (402)  and  Strasburger 
(409)  reported  that  5  per  cent  of  their  cases  of  dysentery  became 
chronic.  This  is  a  higher  percentage  than  is  usually  noted.  Schmidt 
stated  that  the  mortality  was  40  to  50  per  cent  among  chronic  as 
against  2  per  cent  in  acute  cases.  In  short,  chronic  bacillary  dysen- 
tery is  a  much  more  difficult  disease  to  deal  with  satisfactorily  (3). 
The  prognosis  is  poor  in  mixed  infections  with  B.  typhosus  and  B. 
dysenteriae  especially  when  typhoid  fever  is  the  preceding  infection 
(262).  Job  and  Hirtzmann  (369)  state  that  malaria  and  bacillary 
dysentery  are  frequently  associated.  Owing  to  the  injurious  effects 
of  malaria  upon  the  intestines,  convalescence  from  dysentery  is  apt 
to  be  prolonged  in  malarial  subjects. 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  461 

Mortality 

The  mortality  among  adults  appears  to  have  diminished  during 
the  past  two  centuries.  In  one  epidemic  in  Holland  in  1729  five 
thousand  people  died.  The  death  rate  at  present  varies  consider- 
ably. Shiga  (77)  found  for  the  whole  of  Japan  that  it  was  from  22 
to  26  per  cent.  According  to  Kruse  (34)  the  mortality  in  Germany 
is  10  per  cent.  In  a  small  recent  outbreak  of  Shiga  dysentery  in 
Dublin  (356)  the  mortality  was  about  10  per  cent.  In  Russia  (78) 
and  in  the  British  Solomon  Islands  (404)  it  ranges  from  9  to  18  per 
cent.  Manson  (79)  reported  the  mortality  from  bacillary  dysentery 
among  Europeans  in  India  to  be  from  3  to  22  per  cent  and  among 
natives  from  36  to  40  per  cent.  At  El  Tor  (80)  among  the  Mecca 
pilgrims  the  mortality  was  64.4  per  cent  in  1909.  Recent  observa- 
tions by  Hotzen  (359)  in  Germany  have  shown  that  the  dysentery 
cases  in  the  hot  summer  of  1917  amounted  to  69  per  cent  of  all  the 
cases  of  acute  disturbance  of  nutrition  in  infants.  Of  123  patients 
in  whom  the  diagnosis  of  dysentery  was  established  bacteriologically r 
44  per  cent  succumbed,  and,  even  if  only  those  cases  be  considered 
in  which  diseases  other  than  dysentery  could  be  excluded,  the  mor- 
tality was  still  23  per  cent.  In  a  series  of  dysentery  cases  in  Ameri- 
can children  (48)  there  were  67  white  children  with  14  deaths  and 
4  colored  with  1  death,  a  total  mortality  of  21  per  cent.  All  of  the 
deaths  were  in  children  under  15  months  of  age.  Among  114  cases 
treated  at  the  Harriet  Lane  Home  for  Invalid  Children  from  1912 
to  1918  inclusive,  there  were  33  deaths,  a  mortality  of  29  per  cent. 

The  reduction  of  the  mortality  among  troops  is  very  striking. 
At  the  siege  of  Dundalk,  Ireland,  in  1689  (6),  6000  men  among  10,000 
dysentery  patients  died,  while  in  the  Great  War  in  spite  of  many  cases 
there  were  comparatively  few  deaths.  A  quarter  of  1  per  cent  of 
Nolfs  patients  (Flexner  infections)  in  the  Belgian  sector  died  (55). 
In  a  total  of  5000  cases,  79  per  cent  of  which  were  Shiga  infections, 
among  the  allied  troops  in  Macedonia  in  the  summer  of  1918,  the 
mortality  was  3.5  per  cent  (355).  Among  1023  cases  in  three  epi- 
demics in  German  troops  on  the  western  front  the  mortality  was  0.4 
per  cent  (433).  In  one  American  area  in  France  several  hundred 
mild  cases  occurred  with  no  deaths.  In  Salonika  the  mortality  was 
1  per  cent  (58). 


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462  wilbuet  c.  davison 

Factors  influencing  mortality  and  morbidity 

This  reduction  in  mortality  may  be  due  to  decreased  virulence  of 
the  organisms,  to  the  absence  of  famine  with  which  former  epidemics 
were  so  frequently  associated  or  more  probably  to  better  dieting  and 
nursing.  With  the  exception  of  serum  therapy  in  Shiga  infections, 
the  medicinal  treatment  of  dysentery  is  not  sufficiently  improved  to 
account  for  the  difference  in  mortality  unless  it  be  that  it  is  now  less 
meddlesome. 

Shiga  (46)  states  that  the  mortality  among  females  is  higher 
than  among  males.  The  incidence  of  bacillary  dysentery  is  great- 
est among  young  men  from  twenty  to  thirty  years  of  age  and 
children  under  two  years,  perhaps  because  of  more  frequent  exposure, 
for  younger  men  are  not  as  careful  of  the  origin  of  their  food  and  drink, 
while  the  milk  diet  of  babies,  which  is  an  ideal  medium  for  B.  dys- 
enteriae,  is  not  as  carefully  handled  as  it  should  be.  In  infants  under 
one  year  of  age  and  adults  over  fifty  years  the  mortality  is  higher. 
The  majority  of  the  deaths  in  the  dysentery  epidemic  reported  by 
Csernel  (366)  were  in  infants  under  two  years  of  age  and  in  adults 
over  70.  In  the  epidemic  at  Barmen  in  1899-1901  (359)  the  mortality 
among  children  was  6.3  per  cent  as  compared  with  4.6  per  cent  among 
adults.  In  the  recent  Dublin  epidemic  of  Shiga  dysentery  (356)  at 
ages  up  to  forty-five  years  the  mortality  was  3.8  per  cent  and  from 
45  upwards  43.3  per  cent.  Kuntze  (414)  reported  that  the  mortality 
in  nurslings  was  41  per  cent  as  contrasted  with  20.7  per  cent  in 
children  over  one  and  a  half  years.  During  the  occasional  epidemics 
of  dysentery  that  still  occur,  the  mortality  is  often  low  in  the  beginning 
of  the  epidemic  season  (May,  June  and  July)  and  increases  gradually, 
reaching  the  maximum  in  November  and  December.  In  winter  the 
mortality  is  higher,  due  perhaps  to  the  influence  of  the  season  and  the 
chronic  course  of  many  of  the  cases.  Rainfall  has  little  influence  on 
the  prevalence  of  dysentery  (4).  Altitude,  however,  appears  to 
influence  the  incidence  of  the  disease.  Other  things  being  equal, 
dysentery  decreases  as  the  altitude  increases  (39). 

All  races  are  equally  liable  to  dysentery.  Individuals  following 
indoor  occupations  are  less  liable  to  infection  than  agricultural  laborers, 
soldiers,  sailors  and  explorers  (39) .    Dysentery  is  notably  a  poor  man's 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  463 

disease  and  a  disease  of  enlisted  men  rather  than  of  officers.  Fa- 
tigue, hardship,  exposure,  starvation  and  restricted  diet  are  frequently 
reported  as  predisposing  factors  of  dysentery. 

DC.  TREATMENT 

There  are  three  fundamental  principles  in  the  treatment  of  bacillary 
dysentery  in  adults  and  children.  First,  to  maintain  the  patient's 
nutrition  and  general  condition  by  rest,  nursing,  diet  and  the  relief 
of  pain  so  that  he  may  survive  long  enough  to  allow  his  immunity  to 
rise  and  conquer  the  disease;  second,  to  combat  the  effects  of  the  dis- 
ease in  the  patient  by  replacing  the  loss  of  body  with  saline;  third, 
to  kill  the  causative  organism  and  to  neutralize  its  toxins  with  specific 
sera  and  antitoxins.  In  addition  to  these  three  cardinal  procedures, 
numerous  drugs  have  been  recommended  to  increase  the  elimination 
of  intestinal  contents. 

Rest  and  diet 

As  soon  as  a  presumptive  diagnosis  of  dysentery  has  been  made, 
the  patient  should  be  sent  to  bed  and  kept  as  quiet  as  possible.  He 
should  not  be  permitted  to  get  up  until  the  stools  are  practically 
normal  and  the  fever  has  subsided.  Rest  in  bed  alone  has  a  marked 
beneficial  influence.  Every  effort  should  be  made  to  keep  the  patient 
comfortable  and  free  from  pain.  Morphine,  hypodermatically  has 
proven  useful  if  the  patient,  either  adult  or  child,  becomes  exhausted 
from  frequent  straining  and  the  consequent  loss  of  sleep.  Paregoric, 
however,  is  the  usual  preparation  of  opium  given  to  children.  Bis- 
muth has  been  recommended  as  a  means  of  coating  the  inflamed 
mucosa  and  relieving  griping  and  tenesmus.  It  usually  fails,  how- 
ever. Bismuth,  as  roentgenology  has  proven  (277),  does  not  adhere 
to  gastric  or  duodenal  ulcers  and  leaves  filling  defects  over  tubercu- 
lous ulcers  of  the  colon  (278),  so  why  should  it  be  assumed  to  cling 
to  dysenteric  ulcers?  Bismuth  subnitrate  should  never  be  used 
for  it  may  produce  the  serious  features  of  nitrite  poisoning.  The 
subcarbonate  is  harmless.  Hot  water  bottles  on  the  abdomen  fre- 
quently relieve  pain.  Application  to  the  anus  of  ointment  contain- 
ing 4  per  cent  tannic  acid  or  5  per  cent  cocaine  or  the  use  of  cocaine 
suppositories   has   been   recommended  (276).    Enemata   of   warm 


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464  wiLBUM  c.  davison 

normal  saline,  starch  solution  or  4  per  cent  sodium  bicarbonate  at  the 
outset  have  proven  useful,  especially  in  children.  They  not  only 
clean  the  lower  colon  but  also  give  the  patient  relief  by  reducing  the 
tenesmus. 

It  is  advisable  to  stop  all  food  and  to  supply  water  as  long  as  vomit- 
ing persists.  Water  must  be  given  freely  and  offered  as  often  as 
every  hour  through  the  febrile  stages  of  the  disease  (279) .  Saccharine 
(1  grain  to  the  quart)  may  be  used  for  children  who  persistently  refuse 
plain  water.  After  the  first  twenty-four  or  forty-eight  hours  of  the 
illness,  vomiting  usually  ceases  to  be  a  prominent  symptom.  For 
children  under  two  years,  protein  milk  has  been  one  of  the  best,  if 
not  the  best  food.  This  may  be  given  in  small  amounts  even  in  the 
first  twenty-four  hours;  1  ounce  every  four  hours  for  the  first  day  and 
then  if  this  is  well  taken  and  vomiting  does  not  interfere,  it  may  be 
increased  in  amount  up  to  6  to  7  ounces  every  four  hours  according 
to  the  age  and  weight  of  the  child.  This  food  is  offered  whether  or 
not  the  patient  refuses  it.  As  soon  as  the  diarrhea  abates  and  the 
child  shows  definite  signs  of  improvement  some  carbohydrate  may 
be  cautiously  added  to  the  protein  milk  in  small  amounts  (usually 
by  the  fourteenth  day).  In  case  a  child  is  breast  fed,  this  feeding 
should  be  continued  but  it  is  usually  advisable  to  give  alternate  feed- 
ings of  buttermilk  or  protein  milk,  as  breast  milk  alone  is  too  laxative 
in  almost  all  instances. 

The  claim  that  a  diet  of  lactose  is  beneficial  in  dysentery  is  not 
proved.  It  has  been  recommended  partly  because  B.  dysenteriae 
does  not  ferment  lactose  and  also  because  a  high  carbohydrate  diet 
changes  the  stool  flora  (171,  172,  173,  337).  However,  the  ingested 
lactose  is  broken  down  into  galactose  and  dextrose  long  before  it 
reaches  the  distal  third  of  the  ileum  and  the  colon  where  the  dysentery 
bacilli  are  harbored.  B.  dysenteriae  will  readily  ferment  dextrose. 
Whether  or  not  the  stool  flora  is  sufficiently  changed  by  a  high  car- 
bohydrate diet  and  whether  these  changes  have  any  marked  beneficial 
effect  (171,  172,  173,  321)  on  the  condition  of  the  patient  is  not  at 
all  clear  (163). 

In  older  children  and  adults  a  milk  diet  (280)  supplemented  by 
broth,  eggs  and  vegetable  purees  is  probably  the  best. 


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BACTLLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  465 

The  main  consideration,  as  in  typhoid  fever,  is  to  give  as  much 
non-irritating  food  as  possible  without  producing  nausea  and  diar- 
rhea. The  lack  of  appetite  makes  feeding  extremely  difficult  and 
emaciation  is  frequent.  In  children  this  anorexia  may  be  so  pro- 
nounced as  to  cause  death  from  inanition.  It  is  advisable  to  wait 
until  the  temperature  falls  to  normal  before  commencing  forced 
feeding.  Changing  the  diet  from  protein  milk  to  buttermilk  or  even 
sweetened  whole  milk  formulae  does  not  appear  to  influence  this  lack 
of  appetite.  If  a  child  refuses  one  type  of  food  he  usually  refuses 
all  food.  If  the  desire  for  food  does  not  return  within  one  week,  how- 
ever, and  the  patient  becomes  very  weak  from  inanition  2  to  6  ounces 
of  water  may  be  given  by  stomach  tube  every  four  hours  for  the  first 
twenty-four  hours.  If  vomiting  does  not  result,  one  ounce  of  protein 
milk  or  breast  milk  is  substituted  for  one  ounce  of  water  and  the  child 
is  gavaged  with  the  mixture.  The  strength  of  the  mixture  is  increased, 
unless  the  patient  vomits,  until  undiluted  protein  milk  is  given. 
Usually  the  child  will  regain  his  desire  for  milk  given  by  bottle  or 
cup  after  a  week  of  gavage  feeding.  Picard  (352)  recommends  the 
value  of  cocoa  as  a  food  for  children  with  dysentery. 

Injections  of  normal  salt  solution 

In  the  more  severe  cases  when  the  loss  of  water  by  the  bowel  has 
been  extreme  and  when  the  patients  are  markedly  dehydrated  and 
cannot  retain  fluid  given  by  mouth  or  rectum,  sterile  normal  saline 
or  5  per  cent  dextrose  should  be  given  intravenously  in  amounts  of 
125  to  500  cc.  according  to  the  size  of  the  patient.  Instead  of  normal 
saline  Von  Jaksch  (339)  recommends  the  injection  of  a  solution  con- 
taining sodium  chloride  15  parts,  calcium  chloride  0.45  parts  and 
potassium  chloride  0.7  parts  in  a  liter  of  water.  Weinberg,  Singer 
and  others  (339)  inject  hypertonic  saline.  In  small  children  the 
saline  or  5  per  cent  dextrose  may  be  administered  intraperitoneaUy 
(281).  Normal  saline  is  preferable  as  it  is  more  readily  absorbed. 
This  procedure  has  undoubtedly  saved  many  lives.  In  many  cases 
repeated  injection  of  saline  or  dextrose  either  at  twelve  or  twenty-four 
hour  intervals  may  be  necessary  to  replace  the  great  loss  of  body  fluid. 
Subcutaneous  injections  are  painful  and  do  not  allow  the  adminis- 
tration of  sufficient  fluid.    They  may  be  used,  however,  in  children 


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466  WILBUBT  C.  DAVISON 

if  the  abdomen  is  distended.  Fluid  administered  by  rectum  either 
by  syringe  or  by  a  Murphy  continuous  drip  is  seldom  retained  or 
absorbed  by  children.  However,  fluid,  either  saline,  5  per  cent  dex- 
trose or  boiled  tap  water,  may  be  given  from  a  continuous  drip  appara- 
tus into  the  stomach  by  a  nasal  tube  fastened  in  place  by  adhesive. 
Stewart  (434)  has  found  that  in  children  a  drip  delivering  fifteen 
drops  per  minute  may  be  continued  four  to  five  days  without  pro- 
ducing nausea.  It  may  be  given  continuously  or  in  periods  of  a  half 
hour  alternating  with  equal  periods  of  rest.  In  this  way  500  to  1000 
cc.  of  fluid  may  be  given  daily.  If  the  infant  has  persistently  refused 
his  feedings,  protein  milk  may  also  be  administered  through  the  nasal 
tube  by  disconnecting  the  drip  apparatus  and  substituting  a  fun- 
nel. The  prolonged  use  of  a  nasal  drip  is  not  without  danger,  however, 
for  fatal  erosions  of  the  oesophagus  and  stomach  have  occasionally 
occurred  (451). 

Specific  serum  therapy 

As  B.  dysenteriae  (Shiga)  and  (Flexner)  are  absolutely  different 
culturally  and  serologically,  the  success  of  the  serum  treatment  of 
bacillary  dysentery  will  depend  upon  an  accurate  knowledge  of  the 
type  of  the  causative  organism  in  each  case  and  the  use  of  serum 
containing  antibodies  for  that  variety.  Polyvalent  sera  (57,  121, 
282,  283,  381)  containing  antibodies  for  both  Shiga  and  Flexner 
varieties  are,  of  course,  obtainable  and  should  be  used  in  severe  cases 
until  stool  cultures  or  the  agglutination  reactions  of  the  patient's 
serum  have  revealed  the  type  of  the  infection.  However,  as  the 
results  in  Shiga  infections  have  been  more  favorable  than  those  in 
Flexner  infections,  they  will  be  discussed  separately. 

The  therapeutic  sera  are  prepared  by  the  immunization  of  horses 
with  cultures  of  Flexner  and  Shiga  bacilli  or  with  the  toxins  of  the 
Shiga  organism.  Flexner  and  Amoss  (283)  have  reported  a  rapid 
method  for  the  production  of  potent  antidysenteric  serum.  Agglu- 
tination tests  with  the  dysentery  bacillus  isolated  from  the  patient^ 
stool  and  the  available  therapeutic  serum  (unless  Shiga  antitoxin  is 
used)  should  be  made  whenever  practical  (57)  to  determine  whether 
there  are  antibodies  for  this  particular  strain.  Otherwise,  serum 
therapy  is  often  useless.    Attempts  are  now  being  made  (284)  to 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  467 

standardize  Shiga  toxins  and  antitoxins  in  much  the  same  way  as 
those  of  the  diphtheria  bacillus. 

a.  In  Shiga  infections 

A  potent  antidysenteric  serum  should  contain  antibodies  against 
the  exotoxin  as  well  as  the  endotoxin.  Such  sera  and  antitoxins 
are  now  obtainable  (119,  283).  Antitoxin  (made  by  immunizing 
horses  with  toxins)  is  preferable  in  the  treatment  of  Shiga  infections 
but  sera  made  by  the  injections  of  the  organisms  themselves  are  also 
efficacious.  Olitsky  and  Kligler  (119)  found  that  a  polyvalent  anti- 
dysenteric  serum,  although  prepared  by  injecting  the  cultures  alone, 
contained  at  least  2000  anti-exotoxic  units  per  cubic  centimeter  as 
well  as  anti-endotoxin  and  other  antibacterial  bodies. 

Shiga  (46)  in  the  Institute  for  the  Research  of  Infectious  Diseases 
in  Tokio  has  formulated  the  following  rules  for  the  administration 
of  antidysenteric  serum  or  Shiga  antitoxin: 

1.  In  mild  cases  the  serum  is  injected  once  in  a  dose  of  10  cc. 

2.  In  cases  of  medium  severity  the  serum  is  twice  injected  in  doses 
of  10  cc.    The  interval  is  from  six  to  ten  hours. 

3.  In  severe  cases  the  largest  amounts  are  injected  (40  to  60  cc.) 
but  the  daily  dose  does  not  exceed  20  cc. 

This  dosage  is  very  conservative.  I  have  used  twice  this  amount 
subcutaneously  and  intramuscularly  in  children  without  reactions 
(285).  The  doses  for  adults  could  be  trebled  advantageously.  The 
best  method  of  injection  is  intravenously,  care  being  taken  to  intro- 
duce the  serum  slowly  and  to  avoid  shock.  Should  a  patient  give  a 
history  of  having  had  asthma,  or  of  being  sensitive  to  horse  serum  or 
of  having  had  previous  serum  treatments,  one  drop  of  sterile  diluted 
horse  serum  (diluted  1:10  with  normal  saline)  should  be  injected 
intradermally  (401).  If  the  patient  has  a  local  or  general  reaction 
to  this  within  one  hour,  1  cc.  of  serum  should  be  injected  subcuta- 
neously for  desensitization.  Six  to  eight  hours  later  the  full  dose  of 
serum  may  be  given  slowly,  either  subcutaneously  or  intravenously. 
If  the  patient  fails  to  react  to  the  intradermal  serum  test  within  one 
hour,  the  full  dose  may  be  injected  at  once. 

For  adults  many  authorities  (286,  287)  advise  the  intravenous 
injection  of  60  to  100  cc.  of  polyvalent  serum  as  early  as  possible 


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468  WILBURT  C.  DAVISON 

after  admission,  followed  by  40  to  80  cc.  subcutaneously  or  intra- 
muscularly within  12  hours  in  severe  cases.  Shiga  antitoxin  or  Flex- 
ner  serum  should  be  used  as  soon  as  the  type  of  infection  is  known. 
In  children,  however,  the  reactions  to  intravenous  serum  are  often 
so  severe  that  injections  should  be  subcutaneous  or  intramuscular. 
Serum  sickness  with  fever,  urticaria  and  arthralgia  frequently  follows 
serum  therapy  on  about  the  tenth  day  (55)  both  in  adults  and  children 
but  is  rarely  alarming. 

Lantin  (288)  reports  that  serum  given  by  rectum  is  efficacious. 
If  Besredka's  (230)  theory  that  the  intestinal  lesions  are  due  to  the 
contact  of  dysentery  endotoxin  with  the  intestinal  mucosa  is  correct, 
the  administration  of  antitoxin  or  antiserum  by  mouth  or  rectum  in 
large  doses  is  the  most  logical  method,  for  it  is  in  the  intestine  that 
the  endotoxin  must  be  neutralized.  Serum  given  intravenously  or 
subcutaneously  must  first  be  excreted  into  the  intestine  to  counteract 
the  effect  of  the  endotoxin  on  the  intestinal  mucosa.  Intravenous 
or  subcutaneous  serum  therapy  then  in  dysentery  might  be  compared 
to  similar  procedures  in  the  serum  treatment  of  cerebrospinal  men- 
ingitis for  the  administration  of  specific  serum  intraspinously  in 
meningitis  is  obviously  the  more  direct  and  efficacious  method.  It 
may  be  found  that  the  direct  administration  of  antidysenteric  serum 
by  duodenal  tube,  as  Smith  (289)  suggests,  or  by  rectum  (288) 
or  even  by  appendicostomy  or  colostomy  wounds  will  reduce  the 
mortality  in  dysentery  more  than  by  the  intravenous  and  subcutaneous 
routes.  Perhaps  the  efficacy  of  intravenous  and  subcutaneous  serum 
therapy  in  Shiga  infections  and  the  apparent  lack  of  benefit  from  this 
procedure  in  Flexner  infections  may  be  due  to  the  fact  that  the  Shiga 
bacillus  produces  part  of  its  effect  by  the  action  on  the  central  nervous 
system  of  absorbed  circulating  exotoxin  while  the  whole  picture  in 
Flexner  infections  is  the  local  action  of  the  endotoxin  on  the  intestinal 
mucosa. 

Under  serum  therapy  in  Shiga  infections  in  adults,  the  disease  in 
its  first  stages  according  to  Shiga  (46)  and  Flexner  (381)  is  quickly 
cured  or  the  symptoms  markedly  ameliorated.  In  one  or  two  days 
after  the  injection,  the  blood  and  mucus  usually  disappear  from  the 
stools,  pain  and  tenesmus  cease  and  the  patient  seems  entirely  well. 
On  the  later  use  of  the  serum  (at  the  end  of  the  first  week)  improve- 


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BAGELLA&Y  DYSENTERY  IN  ADULTS  AND  CHILDREN  469 

ment  of  all  symptoms  is  usually  noted  after  a  few  days.  Recovery 
usually  occurs  after  a  week.  The  effect  of  the  serum  upon  the  fever 
is  very  striking;  in  the  majority  of  cases  the  temperature  may  be 
lowered  to  normal  or  even  below  normal  on  the  next  morning  after 
injection.  In  the  ulcerative  stage,  the  action  of  the  serum  is  not  so 
pronounced  as  in  the  earlier  stages;  nevertheless  healing  of  the  ulcers 
with  cicatrization  often  takes  place.  Even  in  the  later  stages  the 
results  are  far  better  than  those  by  any  other  method  of  treatment. 
The  mortality  in  Shiga  infections  in  adults  under  the  use  of  serum 
is  usually  reduced  by  one-half  (54,  78,  117,  243,  290,  291,  292,  390) 
(from  22  to  26  per  cent  under  medicinal  treatment  to  9  to  12  per  cent 
(46)).  Shiga  antitoxin  has  also  been  very  successful  in  reducing  mor- 
tality (78,  118)  in  adults.  In  children  with  Shiga  infections,  serum 
and  antitoxin,  in  my  limited  experience  (285),  has  been  rather  disap- 
pointing. This  may  perhaps  be  due  to  the  fact  that  children  often 
do  not  respond  as  well  as  adults  to  large  subcutaneous  and  intramus- 
cular injections  of  horse  serum. 

b.  In  Flexner  infections 

Treatment  of  Flexner  infections  with  bactericidal  and  agglutinat- 
ing sera  has  been  attempted  in  many  epidemics.  The  therapeutic 
effects  are  not  nearly  as  striking  as  those  in  Shiga  infections  and  in 
fact  are  rather  disappointing  both  in  adults  (55,  253,  390)  and  chil- 
dren (138,  200, 285,  293).  With  large  intravenous  doses  of  40  to  100 
cc.  of  anti-Flexner  or  polyvalent  serum  in  Flexner  infections  some 
authors  have  noted  a  reduction  in  mortality  (54,  64,  80  286,  287,  291, 
381)  but  equal  benefit  is  frequently  noted  with  the  same  amounts  of 
horse  serum  (73)  or  normal  saline  injected  intravenously  or  intraperi- 
toneally.  In  a  few  cases  of  Flexner  infection  in  children  which  I  have 
treated  or  seen  treated  with  anti-Flexner  serum  there  has  been  little 
or  no  beneficial  result  (285).  Perhaps  the  administration  of  anti- 
Flexner  or  polyvalent  antidysenteric  serum  by  mouth,  duodenal 
tube  or  rectum  so  that  it  will  reach  the  intestine  directly  may  be  of 
benefit. 

Vaccine  therapy 

Following  Shiga's  (46)  work  with  vaccines  as  a  prophylactic  measure 
in  dysentery  epidemics,  other  observers  (55,  253,  310,  311,  405,  415) 


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470  WILBURT  C.  DAVISON 

have  reported  benefit  from  similar  procedures  in  the  treatment  of  the 
disease.  On  the  other  hand,  Rogers  and  others  (312)  have  had  disap- 
pointing results  with  vaccine  therapy.  As  no  well  controlled  experi- 
ments have  been  reported  with  this  method,  it  is  reasonable  to  suppose 
that  the  benefit  is  more  apparent  than  real  as  Whittington  (313) 
has  proved  for  the  vaccine  treatment  of  typhoid  fever.  In  the  treat- 
ment of  carriers  of  B.  dysenteriae,  vaccines  have  apparently  been 
more  successful  (7,  55,  175). 

Proteosotherapy 

Nolf  (55,  309)  and  others  (104)  have  advocated  intravenous  and 
subcutaneous  injections  of  1  per  cent  Witte's  peptone  as  a  valuable 
therapeutic  measure  in  dysentery.  The  resulting  peptone  shock  is 
however  occasionally  alarming  and  the  dose  of  the  peptone  solution 
must  be  accurately  graded.  The  injection  should  be  made  very 
carefully  and  slowly.  As  a  matter  of  fact,  the  majority  of  Nolf s 
cases  were  Flexner  infections  (55)  and  inasmuch  as  the  mortality  with 
this  type  is  extraordinarily  low,  "proteosotherapy"  should  await 
more  confirmation  before  being  widely  used. 

Drug  therapy 

Bleeding,  purgation,  ipecacuanha  and  occasionally  opium  were 
the  armamentarium  of  the  past  century  and  a  half  (10,  11,  12,  25, 
30,  52,  294).  The  first  procedure  has  fallen  into  disrepute  and  purga- 
tion and  ipecac  will  probably  follow.  Morphine  (420)  and  paregoric, 
as  has  been  stated  previously,  are  probably  the  only  drugs  at  all  use- 
ful in  the  treatment  of  bacillary  dysentery. 

Cathartics  have  little  to  recommend  them.  Purgation  cannot 
assist  the  rapidly  moving  intestine  to  evacuate  its  contents  and  the 
mucosa  has  already  had  sufficient  irritation.  That  castor  oil,  sodium 
or  magnesium  sulphate  (295)  and  calomel  (271)  at  the  onset  are  of 
value  would  seem  improbable  for  the  infection  itself  will  increase  the 
number  of  bowel  movements  before  these  drugs  will  have  time  to 
produce  catharsis.  If  cathartics  and  frequent  evacuations  could 
rid  the  intestine  of  the  offending  bacteria,  all  dysentery  cases  would 
be  of  short  duration. 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  471 

Ipecacuanha  (39)  has  been  highly  rated  as  efficacious  in  the  treat- 
ment of  bacillary  dysentery.  That  it  and  its  active  principle  emetine 
are  practically  specific  for  amebic  dysentery  there  is  no  doubt,  but 
the  majority  of  observers  deny  its  benefit  in  the  bacillary  variety. 
In  fact  many  physicians  in  practice  away  from  laboratories  make  a 
diagnosis  of  bacillary  dysentery  if  ipecac  and  emetine  fail  to  cause 
improvement  within  a  few  days.  One  patient  with  bacillary  dysentery 
treated  with  benzyl  benzoate  (372)  was  apparently  benefited.  Koh- 
ler  (412)  recommends  a  German  drug  mixture  called  "antidysten." 
One  observer  (296)  advocates  the  use  of  belladonna  to  counteract  the 
excessive  activity  of  the  thyroid  and  suprarenal  glands  in  dysentery, 
while  another  (297)  prescribes  adrenalin  by  mouth  and  rectum  to 
quiet  tenesmus.  Inasmuch  as  suprarenal  insufficiency  has  been 
reported  (65)  as  a  complication  of  dysentery,  the  adrenalin  is  perhaps 
the  more  logical  of  these  drugs  but  it  is  doubtful  whether  either  is 
really  useful. 

The  ingestion  of  300  grams  of  kaolin  or  animal  charcoal  in  oatmeal 
is  advocated  as  a  means  of  adsorbing  dysentery  organisms  and  also 
rendering  the  stools  more  solid  (270,  314).  Hirsch  (315)  states  that 
rectal  injections  of  kaolin  are  more  efficacious  than  the  administra- 
tion by  mouth.  Weise  (316)  on  the  other  hand,  advises  against  the 
use  of  kaolin  on  the  ground  that  it  forms  irritating  lumps  and  does 
more  harm  than  good.  In  young  children  with  watery  non-dysenteric 
diarrhea  I  have  found  that  kaolin  and  animal  charcoal  in  daily 
doses  of  10  to  20  grams  administered  in  milk  will  reduce  somewhat  the 
number  of  stools  and  render  them  solid  by  their  mechanical  action 
of  adsorbing  fluid  but  their  beneficial  effect  has  not  been  particularly 
apparent. 

Irrigation  of  the  colon 

In  the  later  stages  of  the  disease  and  especially  in  chronic  cases, 
rectal  irrigations  with  tap  water  (298),  0.01  per  cent  silver  nitrate 
(79,  299,  300),  0.25  per  cent  tannin,  0.01  per  cent  methylene  blue 
(301),  permanganate  (3),  2.0  per  cent  sodium  salicylate  (302)  and 
other  solutions  (303)  have  been  recommended  but  their  benefit  is 
not  striking.  Ohly  (353)  found  a  10  per  cent  ichthyol  salve  or  a  2 
per  cent  silver  salt  salve  useful  for  local  treatment,  followed  by 


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472  WILBURT  C.  DAVISON 

astringents.  Schiff  (304)  reported  that  rectal  injections  of  300  cc.  of 
1  per  cent  formalin  twice  a  day  and  continued  until  the  stools  were 
more  consistent  and  then  once  a  day  for  the  next  week,  were  beneficial 
in  Shiga  infections.  This  mode  of  therapy  is  painful  however.  The 
pain  due  to  repeated  introductions  of  a  rectal  tube  may  be  largely 
obviated  by  the  preliminary  use  of  cocaine  suppositories,  but  injec- 
tions in  many  cases  are  not  tolerated  or  retained.  In  obstinate  cases 
irrigations  and  flushing  of  the  colon  with  these  solutions  through  a 
colostomy  or  appendicostomy  wound  have  also  been  advocated  (7, 
305,  421)  but  have  not  met  with  enthusiasm  (390).  Allowing  the 
intestinal  contents  to  drain  through  a  caecostomy  wound  and  thus 
reducing  the  irritation  of  the  mucosa  of  the  large  intestine  has  been 
reported  as  advantageous  (336). 

Cooke  (306)  and  others  (307)  advise  touching  all  chronic  ulcers 
that  can  be  reached  through  a  proctoscope  with  a  solution  containing 
60  to  120  grains  of  silver  nitrate  to  the  ounce  until  tenesmus  is  re- 
lieved. The  use  of  sigmoidoscope,  however,  is  occasionally  danger- 
ous (446).  According  to  Rogers  (3)  copper  sulphate  in  a  strength  of 
1  grain  to  the  ounce  similarly  used  is  also  often  of  great  value  and 
has  the  advantage  of  being  less  painful  than  silver  nitrate.  The  same 
author  (308)  has  shown  experimentally  that  silver  nitrate  in  a  dilu- 
tion of  1:10,000,  would  kill  B.  dysenteriae  in  five  minutes. 

X.  MEANS  OF  SPREAD  (EPIDEMIOLOGY) 

That  dysentery  is  a  communicable  disease  has  been  shown,  by  the 
review  of  the  numerous  epidemics  that  have  occurred  among  the 
civilian  population  and  among  troops.  No  one  exclusive  method 
of  spread  or  conveyance  has  been  proved  but  it  is  probable  that, 
as  in  typhoid  fever,  the  Oslerian  triad  (317)  of  fingers,  food  and  flies 
is  the  most  important  factor.  m 

Graham  Smith  (318)  and  others  (319,  356,  358,  368,  382,  383) 
have  shown  that  flies  are  capable  of  spreading  dysentery.  The 
curves  of  the  case  incidence  of  dysentery  among  the  British  troops  in 
Salonika  (57)  in  the  A.  E.  F.  (67)  and  in  our  series  of  cases  in  children 
(48)  demonstrated  that  the  greatest  incidence  occurred  during  the 
summer  and  autumn  months  in  which  flies  were  the  most  numerous. 
B.  dysenteriae  was  isolated  from  the  feet  of  flies  caught  in  one  of  the 


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BACILLAEY  DYSENTERY  IN  ADULTS  AND  CHILDREN  473 

Salonika  hospitals.  After  contact  with  food  infected  with  dysentery 
bacilli  flies  could  carry  and  disseminate  these  organisms  for  twenty- 
four  hours  (320).  Bishopp  and  Laake  (388)  have  reported  that  flies 
may  frequently  travel  eight  miles  from  the  point  of  liberation  in 
less  than  a  single  day.  Paraf  (358)  made  the  following  observations 
in  a  hospital  containing  patients  with  bacillary  dysentery  where  flies 
were  very  prevalent:  (1)  Flies  swarming  round  the  dejecta  of  dysen- 
tery patients  were  frequently  found  to  be  carriers  of  the  Shiga  bacil- 
lus. (2)  The  Shiga  bacillus  was  found  in  the  bodies  of  flies  caught  in 
wards  in  which  dysentery  had  occurred.  (3)  The  dysentery  bacillus 
was  found  in  food  exposed  to  the  air  in  surgical  wards  in  which  there 
were  swarms  of  flies.  (4)  As  regards  the  mode  of  transmission,  cul- 
tures of  flies1  legs  and  wings  were  positive  in  only  two  out  of  sixteen 
cases,  whereas  cultures  of  the  alimentary  canal  were  positive  in  eleven 
out  of  twenty-four  cases.  (5)  The  maximum  duration  of  the  survival 
of  the  dysentery  bacillus  in  the  fly's  intestine  was  found  to  be  five 
days.    After  that  time  the  cultures  were  negative. 

Through  the  winter  and  early  spring  there  are  comparatively  few 
cases  and  in  some  parts  of  the  country  the  disease  disappears  alto- 
gether to  reappear  the  next  summer.  During  the  flyless  months 
the  infecting  of  food  by  fingers  that  have  handled  the  excreta  of  dys- 
entery patients  and  contact  infections  from  contaminated  clothing 
and  utensils  are  logical  explanations  of  the  spread  of  dysentery  (335). 
Direct  ascending  infections  from  the  use  of  infected  latrines  (236) 
and  syringes  may  possibly  occur  but  are  surely  not  frequent.  The 
infection  in  these  cases  is  probably  not  ascending  but  more  likely  due 
to  the  soiling  of  the  fingers. 

Carriers  of  dysentery  bacilli  have  frequently  been  reported  (47, 
73, 75, 117, 151, 175, 186, 187, 214, 239, 335, 213).  Convalescents  may 
harbor  the  organisms  for  many  months  (46).  It  is  probably  by  means 
of  these  carriers  and  convalescents  that  dysentery  is  carried  over 
from  one  epidemic  season  to  the  other  and  from  one  locality  to  another. 
Lentz  (110)  reported  the  experience  with  a  soldier  who,  after  recovery 
from  dysentery,  left  his  regiment  and  was  the  source  of  a  dysentery 
epidemic  in  his  native  village.  Other  widespread  epidemics  have 
similarly  been  traced  to  individuals  who  were  convalescent  or  sup- 
posedly cured  of  dysentery  (29,  176,  357,  366). 


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474  WILBTJKT  C.  DAVISON 

Direct  contact  with  a  neighbor's  child  suffering  from  dysentery 
or  with  an  adult  with  a  mild  diarrhea  are  responsible  for  many  cases 
of  dysentery  in  children  (48).  Two  cases  of  dysentery  in  newly  born 
infants  whose  mothers  had  dysentery  have  been  reported  (417). 
Two  or  more  cases  frequently  occur  in  the  same  house.  Small  hos- 
pital epidemics  are  not  uncommon.  The  institution  of  special  wards 
for  and  the  strictest  isolation  of  dysentery  patients  usually  reduces 
the  incidence  of  infections  acquired  in  hospitals. 

Water-born  epidemics  of  dysentery  are  sometimes  reported  (57, 322). 
Dysentery  bacilli  have  occasionally  been  isolated  from  the  suspected 
rivers  or  wells  (46)  and  it  has  been  shown  experimentally  (176,  322) 
that  these  organisms  can  survive  nine  days  or  more  in  samples  of  the 
water  (57).  Shiga  (46)  reported  one  outbreak  due  to  bathing  in  a 
stream.  It  was  found  that  an  epidemic  of  dysentery  existed  in  a 
village  higher  up  the  river  and  the  water  had  been  contaminated  by 
the  washing  of  the  infected  clothes.  Another  epidemic  in  Japan 
was  traceable  to  the  use  of  a  common  bath  house.  An  epidemic  in 
Metz  in  1870  was  restricted  to  two  regiments  who  derived  their  water 
supply  from  fecally  polluted  wells  (323).  The  substitution  of  dis- 
tilled water  in  the  British  Navy  (324)  and  of  artesian  well  water  among 
the  Dutch  troops  in  Java  reduced  the  incidence  of  dysentery  nearly 
to  a  tenth.  Kligler  (448)  has  shown  that  soil  pollution  by  dysentery 
is  very  limited.  It  probably  plays  little  or  no  rile  in  the  spread  of 
the  disease. 

Amebic  dysentery,  however,  is  more  likely  to  be  spread  by  drinking 
or  bathing  in  infected  water  while  flies  are  probably  the  more  common 
method  of  dissemination  of  badUary  dysentery  during  wars  (57, 
319,  322). 

In  my  experience  the  infection  of  the  milk  and  food  in  the  individ- 
ual households  or  army  messes  by  flies  or  attendants'  fingers  is  the 
probable  explanation  of  its  spread.  Lorenz  (375)  in  an  epidemic  of 
dysentery  in  an  orphanage  reported  that  the  milk  was  probably  in- 
fected after  sterilization  by  one  of  the  servants  who  suffered  from  a 
dysentery-like  condition. 

The  institution  of  Baby  Welfare  Clinics  and  Feeding  Stations  in 
several  cities  has  probably  been  a  great  factor  in  the  reduction  of 
dysentery  in  children,  for  in  the  past  few  years  since  these  have  been 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  475 

established  the  number  of  cases  of  dysentery  in  children  admitted 
to  hospitals  has  become  steadily  smaller.  Mothers  are  taught  to 
keep  their  infants  clean  and  to  give  them  clean  food.  Occasionally 
in  epidemics  of  dysentery  among  children  the  milk  supply  has  been 
suspected  (139).  I  was  unable  to  trace  any  relationship  between 
any  of  my  cases  (48)  and  the  source  of  the  milk  supply.  The  pas- 
teurization of  milk  and  its  distribution  in  bottles  instead  of  being 
sold  in  bulk  at  corner  grocery  stores  have  had  an  important  influence 
in  reducing  dysentery.  This  has  probably  not  been  because  dysen- 
tery bacilli  in  the  original  milk  have  been  killed  by  pasteurization, 
for  B.  dysenteriae  has  rarely,  if  ever,  been  found  in  a  milk  supply, 
but  because  the  use  of  pasteurized  and  bottled  milk  has  educated 
the  public  to  the  necessity  of  the  careful  handling  of  this  readily 
infected  food.  Knox  and  Powers  (325)  were  able  to  reduce  the  inci- 
dence of  dysentery  among  the  children  whose  feedings  were  super- 
vised by  the  Babies  Milk  Fund  Association  of  Baltimore,  by  insisting 
that  the  infants  be  fed  only  milk  mixtures  that  have  been  boiled 
directly  in  the  feeding  bottles  (so  that  the  possibility  of  contaminating 
the  boiled  mixture  by  transferring  it  to  the  bottle  is  obviated).  Dys- 
entery is  rare  in  breast  fed  children  (152). 

XI.  PROPHYLAXIS 

When  cases  occur  or  are  suspected  either  among  adults  or  children, 
the  patient  should  be  promptly  isolated.  Those  engaged  in  caring 
for  patients  with  dysentery  should  not  prepare  food  for  other  indivi- 
duals. The  breast  feeding  of  infants  should  be  encouraged.  When 
this  is  impossible  the  milk  mixtures  and  the  bottles  or  containers 
should  be  boiled.  Flies  should  be  suppressed  and  food  and  feces 
rigidly  separated.  Excreta  from  patients  and  all  open  latrines  must 
be  adequately  covered  or  disinfected  with  lysol,  carbolic  or  other 
antiseptics.  Before  a  patient  is  discharged  as  cured  and  released 
from  quarantine  he  should  have  three  negative  stool  cultures  (69) 
over  a  period  of  two  weeks.  Inasmuch  as  it  is  sometimes  impossible 
to  detain  for  long  periods  ex-soldiers  who  have  chronic  dysentery 
or  who  are  carriers  of  dysentery  bacilli,  the  British  (386)  notify  the 
local  health  officer  of  the  man's  home  town  before  discharging  any 
of  these  patients  so  that  he  may  enforce  precautions.    Only  by  the 


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476  WILBTJKT  C.  DAVISON 

rigid  application  of  these  measures  can  the  spread  of  dysentery  be 
prevented. 

The  first  great  step  toward  the  reduction  of  the  incidence  of  bacillary 
dysentery  in  children  will  be  made  as  soon  as  it  is  more  generally  recog- 
nized that  the  great  majority  of  cases  of  bloody  diarrhea  in  children 
are  true  dysentery.  The  second  step  will  consist  in  making  this 
disease  both  in  adults  and  children  reportable  to  the  Health  Authori- 
ties so  that  the  same  measures  that  have  made  typhoid  fever  a  com- 
paratively rare  disease  can  be  instituted  against  bacillary  dysentery. 

Prophylactic  vaccination 

Inoculation  with  dysentery  vaccines  may  prove  as  valuable  as 
is  the  prophylaxis  of  typhoid  fever  particularly  for  children  in  cities 
in  which  dysentery  is  prevalent.  Heretofore,  however,  the  severe 
reactions  to  these  vacines  have  made  their  general  use  impractical 
(222,  230,  326,  327).  The  immunity  conferred  probably  lasts  two 
to  three  months  (222).  Vaccines  of  the  Shiga  bacillus  are  very  toxic 
and  frequently  give  rise  to  sterile  abscesses  at  the  point  of  inocula- 
tion. To  avoid  this  Shiga  (46,  241)  first  used  simultaneous  injec- 
tions of  vaccine  and  serum.  Various  methods  of  reducing  the  toxicity 
of  Shiga  vaccines  have  been  advocated  (328,  366).  Busson  (329) 
recommends  prophylactic  inoculations  with  dysentery  toxin-anti- 
toxin mixtures.  Graeme  Gibson  (330)  was  able  to  eliminate  the 
reaction  to  dysentery  vaccine  and  still  establish  protection  by  the 
injection  of  a  saline  suspension  of  B.  dysenteriae  (Shiga)  and  (Flex- 
ner)  mixed  with  an  equal  quantity  of  absorbed  polyvalent  antidysen- 
teric  serum.  The  results  of  this  technique  are  encouraging  and 
further  experience  may  establish  its  usefulness. 

Vincent  (349)  using  an  ether  killed  polyvalent  antidysenteric 
vaccine,  containing  five  Shiga  and  seven  Flexner  strains,  in  doses  of 
500,000,000  to  750,000,000  bacilli  in  a  series  of  2175  men  found  that 
during  a  severe  epidemic  the  incidence  of  infection  was  twelve  times 
greater  among  unvaccinated  individuals  than  among  his  vaccinated 
series.  The  reactions  to  the  injections  were  very  slight.  Spolverini 
(351)  recently  stated  that  in  a  small  series  of  children  a  vaccine  made 
with  various  strains  of  B.  coli  was  useful  as  a  means  of  curing  and 
preventing  enterocolitis. 


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BACILLARY  DYSENTERY  IN  ADULTS  AND  CHILDREN  477 

Whether  or  not  Besredka's  (230)  method  of  administering  prophy- 
lactic vaccines  by  mouth  will  prove  effectual  in  man  remains  to  be 
seen. 

Dysbakta  (Boehncke)  a  German  proprietary  vaccine  (probably  a 
combination  of  dysentery  bacilli,  toxin  and  antitoxin)  in  spite  of 
earlier  favorable  reports  (328,  331)  has  recently  been  shown  (332) 
to  have  nothing  to  recommend  it.  Lipovaccines  made  according  to 
Le  Moignac's  (333)  method  have  been  advocated  (334)  because  of 
their  mild  reaction,  but  the  difficulty  of  insuring  their  sterility  has 
detracted  from  their  value. 

REFERENCES 

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Woch.,  1915,  zxvii,  44. 
Landstetnkr:  Ibid.,  485. 
Sternberg:  Ibid.,  486. 
Falta,  W.,  and  Kohn:  Ibid.,  583. 

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(98)  Gsxgokiew  (Grigokjeff),  A.  W.:  Zur  Frage  der  Mikroorganism  bei  Dysenterie 

(Woermomedkinsky  Journal,  Tl,  Lad,  1891,  S.  73-102)  (Russian)  abstracted 
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(101)  Maggioea,  A.:  Quelques  observations  microscopic  et  bacteriologique  faites  durant 

une  epidemie  d'enterocolite  dysenterique.    Turin,  H.  Loescher,  1892,  repr. 
from  Arch.  Ital.  de  Biol.  Turin,  1891-2,  xvi. 

(102)  Aenaud:  Recherches  sur  l'etiologie  de  la  dysenterie  aiguC  des  pays  chauds.    Ann. 

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Esgherich:  Ibid.,  1898. 

Eschesich:  Verh.  d.  Kongr.  f.  innere  Medizin,  1899. 
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(104)  Ftjrno,  A.:*  Protein  therapy  in  colitis.    Rivista  Critica  di  Clinica  Medica.  Flor- 

ence, 1920,  zxi,  37. 
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xrii,  362. 

(105)  Calmette:  Note  sur  la  presence  du  bacille  pyocyanique  dans  le  sang  et  l'intestin 

de  dysenteriques  en  Cochinchine.    Arch,  de  m6d.  navale,  1892,  lx,  207. 

(106)  Lartigan  (U.S.A.),  Adami  (Canada):  B.  pyocyaneus  as  the  cause  of  dysentery, 

in  Castellani,  A.,  and  Chalmers,  A.  J.    Manual  of  tropical  medicine,  3  ed., 
London,  1919,  BaHliere,  Tindall  &  Cox,  p.  1841. 

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1920,  xxvi,  117-129. 
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mucosus.    Proc.  Am.  Ped.  Soc.,  June,  1920,  Jour.  Am.  Med.  Assn.,  1920, 

1920,  Ixxv,  128. 
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nal, 1900,  vi,  414. 
Flexner,  S.:  On  the  etiology  of  tropical  dysentery.    Centr.  f.  Bakt,  1900, 

xxviii,  lte  abt,  625. 
Flexner,  S.:  A  comparative  study  of  dysentery  bacilli.    Ibid,  1901,  xxx,  lte 

abt,  449. 
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1901,  ii,  786. 
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Baltimore,  1900,  xi,  231. 
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der  Agglutination.    Ztschr.  f .  Hyg.  u.  InfcctJonskrankh.,  Leipc,  1902,  xli,  540. 
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(111)  Park,  W.  H.:  Personal  communication. 

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Park,  W.  H.,  and  Cabby:  The  presence  of  the  Shiga  variety  of  dysentery  bacilli 
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Park,  W.  H. :  On  the  interpretation  of  reactions  of  agglutination  among  the  badOi 
of  dysentery.    Med.  Rec.  N.  Y.,  1903,  lxni,  358. 

(112)  Strong,  R.  P.,  and  Musgrave,  W.  E.:  Reports  on  the  etiology  of  the  dysenteries 

of  Manila.    Report  of  the  Surgeon  General  of  the  Army,  Washington,  D.  C, 

1900,  251. 
Strong,  R.  P.,  and  Musgrave,  W.  E.:  The  bacillus  of  Philippine  dysentery. 

Jour.  Am.  Med.  Assn.,  Chicago,  1900,  xxxv,  498. 
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and  London,  1914,  v,  253. 

(113)  Hiss,  P.  H.,  and  Russell,  F.  F.:  Study  of  a  bacillus  resembling  the  bacQlus  of 

Shiga.    Med.  News,  1903, 289,  and  Med.  Record,  New  York,  1903,  lxui,  357. 

Hiss,  P.  H.:  On  the  fermentation  and  agglutination  characteristics  of  bacilli  of 

the  "Dysentery  Group."    Jour.  Med.  Research,  1904-5,  xiii,  (New  Series 

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(114)  Bsnians,  T.  H.  C.:*f§  Inagghrtinable  form  of  Shiga's  dysentery  bacillus,  experi- 

mentally derived  from  an  agglutinable  culture.    Jour,  of  Path,  and  Bact, 
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(115)  Marshall  and  Knox,  quoted  by  Davidson,  A.,  and  Flexner,  S.:  In  Syst.  of 

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(116)  Neisser,  M.,  and  Shiga,  K.:  Ueber  freie  Receptoren  von  Typhus-u.  Dysenterie- 

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(117)  Conradi,  H.:  (a)  Ueber  cine  Kontaktepidemie  von  Ruhr  in  der  Umgegend  von 

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von  Ruhr-  und  Typhus-bacillen.    Deutsch.  med.  Woch.,  1903,  xxix,  26. 
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(119)  Olxisky,  P.  K.*  and  Klioler,  I.  J.:*  Toxins  and  antitoxins  of  B.  dysenteriae 

(Shiga).    Jour.  Exper.  Med.,  1920,  xxxi,  19. 

(120)  Flexner,  S.,  and  Sweet,  J.  E.:  The  pathogenesis  of  experimental  colitis  in  ani- 

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(121)  Vaillard  and  Dopter,  C:  Etiologie  de  la  dysenteric  epidemique.    La  Presse 

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(122)  Nettz,  E.  A.:*  Nudeoproteids  of  B.  dysenteriae  (Shiga).    Russky  Vrach,  Petro- 

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(123)  Sonne,  C.:f  On  the  bacteriology  of  the  paradysentery  bacilli.    Centr.  f.  Bakt, 

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(124)  Tosbey,  J.  C:  A  comparative  study  of  dysentery  and  dysentery-like  organisms. 

Pt.  I,  Bacilli  producing  a  typical  reaction  in  litmus  milk;  Pt.  II,  Dysentery- 
like organisms  which  produce  an  atypical  reaction  in  litmus  milk  and  should 
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(125)  d'Heselle,  F.:f  Sur  un  microbe  invisible  antagoniste  des  badlles  dysenteriques. 

Compt.  rend.  Acad.  d.  sc.,  Paris,  1917,  clxv,  373. 
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dysentery.    Ibid,  1918,  clxvii,  970. 
d'Heselle,  F.:  On  the  role  of  the  filterable  bacteriophagic  microbe  in  typhoid 

fever.    Ibid.,  1919,  clxviii,  631. 
d'Heselle,  F.:  On  the  role  of  B.  bacteriophage  in  avian  typhoid.    Ibid.,  1919, 

cbdx,  932. 
d'Heselle,  F. :  Mechanism  of  defense  against  intestinal  bacilli  and  their  etiology. 

Ibid.,  1920,  cLn,  72. 
d'Heselle,  F.:  Le  microbe  bacteriophage  agent  d'irnmunit6  dans  la  peste  et  le 

barbone.    Ibid.,  1921,  clxzii,  99. 
d'Heselle,  F.:f  Technique  de  la  recherche  du  microbe  filtrant  bacteriophage 

(Bacterophagum  intestmale).    Compt.  rend.  Soc.  de  bioL,  Paris,  1918, 

lzzzi,  1160. 
d'Heselle,  F.:f§  Sur  le  microbe  bacteriophage.    Ibid.,  1919,  Ixzzii,  1237. 
d'Heselle,  F. :f  Sur  la  culture  du  microbe  bacteriophage.    Ibid.,  1920,  lxxziii,  52. 
d'Heselle,  F.  :f  Sur  la  resistance  des  bacteries  a  l'action  du  microbe  bacteriophage. 

Ibid.,  97. 
d'Heselle,  F.:  Sur  le  microbe  bacteriophage.    Ibid.,  247-9. 
d'Heselle,  F.:f  Sur  le  microbe  bacteriophage.    Ibid.,  1318-20. 
d'Heselle,  F.:f  Sur  le  microbe  bacteriophage.    Ibid.,  1320-22. 
d'Heselle,  F.:  Sur  la  nature  du  bacteriophage.    Ibid.,  1921,  lxrriv,  339-40. 
d'Heselle,  F.:  Phenomena  coincident  with  the  acquisition  of  resistance  by  the 

bacteria  to  the  action  of  bacteriophage.    Ibid.,  384-6. 
d'Heselle,  F.:  Role  of  bacteriophage  in  immunity.    Ibid.,  538-40. 
d'Heselle,  F.:  Sur  rhistoriquedu  bacteriophage.    Ibid.,  863-4. 
d'Heselle,  F.:  Sur  la  nature  du  bacteriophage.    Ibid.,  908r-9. 
d'Heselle,  F.:§  Le  microbe  bacteriophage.    Ibid.,  1921,  lzzxv,  767-^8. 
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Pfcris,  1921,  niz,  463-4. 
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Puis,  1921,  227. 
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de  bioL,  Paris,  1921,  bmriv,  719-21. 
d'Heselle,  F.,g  and  Eliava,  G.:g  Unicite*  du  bacteriophage;  sur  la  lysine  du 

bacteriophage.    Ibid.,  1921,  lzzzv,  701-2. 
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Jour.  Agric.  Research,  Washington,  1917,  x,  105. 

(184)  Glynn,  E.,  Berridoe,  E.  M.,  Foley,  V.,  Price,  M.,  and  Robinson,  A.  L.:  A 

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Dreyer,  G.,  and  Walker,  E.  W.  A.:  On  observations  on  the  production  of  im- 
mune substances.    Ibid.,  1909,  xiv,  28-38. 

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423. 

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infection  in  relation  to  antityphoid  inoculation,  together  with  remarks  on 
the  importance  of  the  use  of  prophylactic  paratyphoid  inoculation.  Ibid., 
1915,  i,  324-328. 

Dreyer,  G.,  Walker,  E.  W.  A.,  and  Gibson,  A.  G.:  Further  remarks  on  agglu- 
tination tests  in  inoculated  persons,  and  the  influence  of  febrile  conditions 
on  inoculation  agglutinins.    Ibid.,  1916,  i,  766-768. 

Dreyer,  G.,  and  Torrens,  J.  A.:  Paratyphoid  (Correspondence).  Ibid.,  1915, 
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typhosus,  B.  paratyphosus  A,  and  B.  paratyphosus  B).    Arch.  Int.  Med., 
Chicago,  1918,  xxi,  437-509. 

(196)  Leishman,  W.:  Discussion  on  paratyphoid  fever.    Proc.  Roy.  Soc.  Med.,  London, 

1915-1916,  ix,  Med.  Sect,  17-21. 
Strong,  R.  P.,  ed.:  Trench  fever.    Report  of  Commission,  Medical  Research 
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anatomo-pathologiques  au  cours  d'une   epidemic  de  dysenteric  bacillaire 
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delphia, 5th  ed.,  1918,  p.  187. 

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Berlin,  1919,  lvi,  1059. 
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(206)  Morse,  M.  E.,*  and  Tryon,  G.  :*  Epidemic  of  dysentery  at  Boston  State  Hospital 

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(207)  Fletcher:  Several  anomalous  organisms  of  the  Salmonella  group  in  stools  of 

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(210)  Schloss,  O.  M.:  Personal  communication. 

(211)  Kendall,  A.  L.:  The  isolation  of  B.  dysenteriae  (Shigae)  from  the  blood  of  an 

infant.    Boston  Med.  and  Surg.  Jour.,  1913,  cbdx,  741. 
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zin  (Sec  of  Med.),  25-42. 

(361)  Giaxssnxk,  K.^t(  Psnkreasstarungen  bei  Dysenteric    Wien  klin.  Woch.,  1920, 

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(362)  Moorhead,  T.  G.:f  Myelitis  as  a  complication  of  bacillary  dysentery.    Med. 

Press  &  Circ.,  1920,  ii,  245. 

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(364)  Boxck,  W.  C.  :*  Chilomastiz  mesnili  and  method  for  its  culture.    Jour.  Exp.  Med., 

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xd,  152-178. 

(366)  Csernel,  E.:f  Vaccination  against  dysentery  with  sensitised  vaccines.    Ibid., 

53^56. 

(367)  v.  Werdt,  F.,*t  and  Kgpatschrr,  F.:*t  The  growth  of  dysentery  bacilli  on  albu- 

min-free media.    CentralbL  f .  Bakt,  Jena,  1920,  i,  95. 

(368)  Laubee,  L.  4  J  Dysentery  epidemic  at  Mannheim.    CentralbL  f .  Bakt.,  Jena,  1920, 

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(369)  Job,  E.,t  and  Hdltzmann,  L.:f  Dysenterie  badDaire  et  paracbsme.    Bull,  et 

mem.  soc.  mod.  d.  H6p.  de  Par.,  1919,  3*  ser.,  xfaii,  714-718. 

(370)  Ledtngham,  J.  C.  G.:  Dysentery  and  enteric  disease  in  Mesopotamia  from  the 

laboratory  standpoint.    Jour.  R.  A.  M.  C,  London,  1920,  xxxiv,  189. 

(371)  Jacoby,  F.:  Hie  importance  of  acidity  of  dysenteric  stools  in  the  bacteriological 

diagnosis  of  dysentery.    Ztschr.  f.  Hyg.  u.  Infekt.,  1920,  zc,  1. 
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agents  of  dysentery.    Arch.  f.  Kinderh.,  1921,  Lrix,  370^377. 

(372)  Haughwout,  F.  G.,f  and  Lanttn,  P.  T.:f  Protoaoologic  and  clinical  studies  on 

the  treatment  of  protozool  dysentery  with  benxyl  bensoate.    Arch.  Int. 
Med.,  Chicago,  1919,  zziv,  383-^397. 

(373)  SoiiifANO,  G.:f  Agglutination  and  disintegrative  biochemical  activities  of  B. 

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(374)  Sm,  H.  T.:f  Bacteriological  investigations  on  pathological-anatomical  dysenteric 

material    Ztschr.  f .  Hyg.  u.  Infekt,  1920,  zc,  337. 

(375)  Loksnz,  F.:f  A  milk-borne  epidemic  of  dysentery  Y.    Ibid.,  423. 

(376)  Gratia,  A.:  Studies  on  the  lytic  agent  of  Bordet  and  Ciuca.    Proc.  of  the  Soc. 

of  exper.  BioL  and  Med.,  New  York,  1921,  xviii,  192-193. 
Gratia,   A.:  Preliminary  report  on  a   staphylococcus  bacteriophage.    Ibid., 
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Gratia,  A.:f  Studies  on  the  dUerelle  phenomenon.  Jour.  Ezper.  Med.,  Balti- 
more, 1921,  xxxiv,  115. 

Gratia,  A.:  The  Twort-d'HereUe  phenomenon,  II  Lysis  and  microbic  variation. 
Ibid.,  1922,  xxxv,  287-^302. 

Gratia,  A.:  Influence  de  la  reaction  du  milieu  sur  l'autoryse  microbienne  trans- 
missible.   Compt.  rend.  Soc.  biol.,  Paris,  1921,  lxxxiv,  275-276. 

Gratia,  A.:§  De  l'adaptation  heriditaire  du  colibacille  a  l'autolyse  microbienne 
transmissible.    Ibid.,  750-751. 

Gratia,  A.:§  Dissociation  d'une  souche  de  colibacille  en  deux  types  d'individus 
de  proprie'tes  et  de  virulence  diffcrentes.    Ibid.,  751-753. 

Gratia,  A.:§  De  la  signification  des  "colonies  de  bacteriophage"  de  d'Herelle. 
Ibid.,  755-754. 

Gratia,  A.:§  Sur  la  spedfite1  du  prindpe  lytique.    Ibid.,  755. 

Gratia,  A. :  J  L'autolyse  transmissable  du  staphylocoque  et  Taction  coagulante  des 
cultures  lysees.    Ibid.,  1921,  lxxxv,  25-26. 

Gratia,  A.:  Autolyse  transmissible  et  variations  microbiennes.    Ibid.,  251-252. 

Gratia,  A.,{  and  Jaumain,  D.:§  Identity  du  phenomene  de  Twort  et  du  pheno- 
mene  de  d'Herelle.    Ibid.,  880-881. 

Gratia,  A.,§  and  Jaumain,  D.:§  Duality  du  prindpe  lytique  du  colibacille  et  du 
staphylocoque.    Ibid.,  882-£84. 

(377)  Blumenthal,  G.:f  On  the  aetiology  of  badllary  dysentery.    Ztschr.  f.  Hyg.  u. 

Infekt.,  1920,  xd,  335. 

(378)  Goldzteher,M.:§  Bacteriological  and  serological  studies  on  dysentery.    CentralbL 

f.  Bakt.,  Jena,  1921,  lxxii,  I.  Abt.  Orig.,  437-439. 

(379)  Simon,  G.:§  The  agglutination  of  B.  paratyphosus  B  in  cases  of  badllary  dysen- 

tery.   BerL  klin.  Woch.,  1919,  No.  3;  also  Schweiz.  Med.  Woch.,  1920,  i,  37. 

(380)  Blackburn,  C.  B.:{  Some  experience  with  dysentery  in  the  Palestine  campaign. 

Med.  Jour.  Australia,  Sydney,  1919,  ii,  148-150. 

(381)  Flsxner,  S.  :§  Serum  treatment  of  badllary  dysentery.    Jour.  Amer.  Med.  Assn., 

Chicago,  1921,  lxxvi,  106. 

(382)  Stremfel,  R.:(  Observations  on  dysentery.    Centralbl.  f.  Bakt,  Jena,  1920, 

lxxxv,  I.  Abt.  Orig.,  68-80. 

(383)  MacLeod,  G.:§  Notes  on  the  epidemiology  of  badllary  dysentery.    Pub.  Health, 

London,  1921,  xxxiv,  81-84. 

(384)  Hilgers,  W.  E. :{  On  the  £  race  (lactose  race)  of  pseudo-dysentery  bacilli.    Ztschr. 

f.  Immunitilt  u.  exper.  Ther.,  Jena,  1920,  xxx,  I  Teil,  Orig.,  77-94. 

(385)  Lowenthal,  W.:§  Investigation  to  explain  the  agglutination  of  dysentery  bacilli 

by  the  sera  of  pregnant  women.    Ibid.,  439-467. 

(386)  London  letter:  The  treatment  of  dysentery  in  the  army.    Jour.  Am.  Med.  Assn., 

Chicago,  1919,  lxxii,  742. 

(387)  Buenos  Aires  letter:  Epidemics  of  dysentery  at  Rioja  and  Catamarea.    Ibid.,  56. 

(388)  Bishop,  F.  C.,*  and  Laaxe,  E.  W.:*  Dispersion  of  flies  by  flight.    Jour.  Agric 

Res.,  1921,  xxi,  729. 

(389)  Mtta,  K.  :*f  Personal  communication  and:  Dysentery-like  diseases  (paradysentery, 

paratyphoid)  in  children  and  their  causes.    Jour.  Inf.  Dis.,  Chicago,  1921, 
xxix,  580. 

(390)  Job,  E.:*  Badllary  dysentery.    Arch,  de  M4d.  et  Pharm.  Mffltaires,  Paris,  1921, 

lxxiv,  368-408. 


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Stawell,  R.  R.:  Treatment  of  badllary  dysentery.  Med.  Jour.  Australia, 
Sydney,  1921,  i,  496-497. 

(391)  Dumas,  J.:f  On  the  presence  of  bacteriophage  in  the  healthy  intestine,  in  soil 

and  in  water.    Compt.  rend.,  Soc.  de  biol.,  Paris,  1920,  lxzziii,  1314-1315. 

(392)  Debke,  R.,t  and  HAGUSNAu:t  Some  peculiarities  of  the  "d'Herelle  phenomenon." 

Ibid.,  1348-1349  and  1368. 

(393)  SALDOENif  and  (Pettit,  A.):f  Sur  le  bacteriophage  de  d'Herelle.    Ibid.,  1545- 

1548. 
Saltmbeni  and  (Pettit,  A.):  Sur  le  nature  du  bacteriophage  de  d'Herelle.    Compt. 
rend,  de  l'Acad.  des  Sc.,  Paris,  1920,  ebon,  1240-1242. 

(394)  Kuttnex,  A.:  Preliminary  report  on  a  typhoid  bacteriophage.    Proc.  Soc.  Exp. 

Biol,  and  Med.,  New  York,  1921,  zviii,  158. 
Kuttnee,  A.:  On  the  influence  of  tissue  enzymes  on  the  bacteriophagic  principle. 
Ibid.,  222-225. 

(395)  Davison,  W.  C:  Observations  on  the  properties  and  nature  of  bacteriolysants 

(dUerelle's  phenomenon,  bacteriophage,  bacteriolytic  agent,  etc.).  I  and  II. 
Jour.  Bact.,  Balto.,  1922,  vii,  475-490, 491-504 

Davison,  W.  C:  Bibliographic  Review.  Filterable  "substance"  antagonistic  to 
dysentery  and  other  organisms  (d'Herelle's  phenomenon,  bacteriophage,  bacte- 
riolytic agent,  bacteriolysant,  etc.).    Abst.  Bact.,  Balto.,  1922,  vi,  159-177. 

Davison,  W.  C:  The  bacteriolysant  therapy  of  badllary  dysentery  in  children. 
Am.  Jour.  Dis.  Child.,  Chicago,  1922,  xxiii,  531-34. 

(396)  McLeod,  J.  W.,  and  Gavenlock,  P:  Lancet,  London,  1921,  i,  900. 

(397)  Wollstein,  M.:f  Studies  on  the  phenomenon  of  d'Herelle  with  B.  dysenteriae. 

Jour.  Exp.  Med.,  Baltimore,  1921,  zxxiv,  467-476. 

(398)  Foges,  A.:f  Ueber  schwere  postdysenterische  Rektalver&nderungen  und  deren 

Behandlung  (Lichttherapie).    Wien  klin.  Woch.,  1919,  xxrii,  1250-1251. 

(399)  Haughwout,  F.  G.rf  The  differential  diagnosis  of  the  dysenteries.    Philippine 

Islands  Med.  Assn.,  Jour.,  1921,  i,  53. 

(400)  Johnson,  J.  G.:  Gangrene  of  caecum  and  colon  in  case  of  acute  dysentery.    Ca- 

nadian Med.  Assn.,  Jour.,  1920,  z,  564-566. 

(401)  Avery,  O.  T.,  et  al:  Intradermal  test  and  desensitizatbn  in  the  serotherapy  of 

lobar  pneumonia.  The  Rockefeller  Inst,  for  Med.  Res.,  1917,  Monograph 
No.  7, 62H54. 

(402)  Schmidt,  A.:  Zur  Kenntnis  der  Colitis  suppurativa.    Grenzgeb.  d.  Med.  u.  Chir., 

Bd.  xxviii. 
Schmidt,  A.:  Die  Schweren  entzundlichen  Erkrankungen  des  Dickdarms.    Arch, 
f.  Verd.  Krankh.,  Bd.  xxii,  H.  I. 

(403)  Hughes,  B.,  and  Banks,  H.  S.:  Immediate  surgical  complications  of  dysentery. 

Brit.  Med.  Jour.,  London,  1920,  ii,  934-936. 

(404)  Cmchlow,  N. :  Acute  badllary  dysentery.    Jour.  Trop.  Med.,  1921,  zziv,  204-206. 

(405)  Egen,  £.,  Kt.emtf.kei>,  P.,  and  St&isower,  R.:  Zur  Klinik  und  pathogenese  der 

Ruhr  (mit  besonderer  Berucksichtigung  der  rektoskopischen  Befunde), 
Ztschr.  f.  exper.  Path.  u.  Therap.,  1920,  xxi,  182-212. 

(406)  KntscHNEK,  L.,  and  Seoall,  I.:  Zur  Bakteriologie  der  Ruhrerkrankungen  des 

Jahres  1920  in  Wien.    Wien.  klin.  Woch.,  1920,  xxzni,  1125-1126. 

(407)  Czaplewski:  Zur  Bakteriologie  der  Ruhr.    Centr.  f.  Bakt.,  Jena,  1920-1921, 

lxxxv,  I.  Abt.,  Orig.  105-113. 


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C408)  Dold,  H.,  and  Fischer,  W. :  Ein  Fall  von  naturikh  erworbener,  badlllier  Dysen- 
terie  beim  Hunde  (mit  glcichzeitiger  Schistosomiasis,  Ankylostomiasis  und 
Ffliaxiosis).    Ibid.,  198-206. 

(409)  Sikasburger,  J.:  Chronic  bacillazy  dysentery  and  sequels.    Deutsch.  Med. 

Woch.,  1921,  xlvii,  441-443. 
Brandeis,  M.:  Die  subakuten  und  chronischen  Veidauungstorungen  nach  Ruhr. 

Arch.  f.  Veidauungskr.,  Berlin,  1920,  xxvi,  399-429. 
Leusden,  J.  T.:*  Ulcerative  Colitis.    Neder  Tijd.  v.  gen.  Amsterdam,  1921, 

ii,2890. 

(410)  Marcovigi,  £.:  Das  leukozyUre  Blntbild  bei  Dysenteric;  bei  chromschem  and 

akutem  Darmkatarrh;  Cohca  Mucosa;  Darmtuberkulose.    Folia  HaematoL, 
Leipz.,  1920,  zxvi,  I.  Teil,  41-44. 

(411)  Dew,  H.  R.,  and  Fatrley,  N.  H.:  Dysenteric  infections.    M.  J.  Australia, 

Sydney,  1921,  i,  453-460. 

(412)  Kohler,  M.  D.:  Zur  Ruhrbehandlung  mit  antidysten.    Med.  Klin.,  Berlin,  1920, 

xvi,1138. 

(413)  Patterson,  S.  W.,  and  Williams,  F.  £. :  Epidemic  diarrhoea.    Med.  J.  Australia, 

Sydney,  1921,  i,  460-464. 

(414)  Kuntze,  G. :  Dysentery  in  childhood.    Med.  Klinik,  1921,  xvii,  307-311. 

(415)  Kxzrsmakbrs:  Small  epidemic  of  dysentery.    Arch.  Med.  Beiges,  1921,  lzzhr,  1-8. 

(416)  Zollee,  H.  F.,  and  Clark,  W.  M.:  Bacilli,  production  of  volatile  fatty  adds  by 

bacteria  of  dysentery  group.    Jour.  General  Physiol.,  1921,  iii,  325-330. 

(417)  Walz-Georges,  M. :  Two  cases  of  epidemic  dysentery  in  the  newly  born.    Monat- 

schr.  f.  Kinderh.,  1921,  xix,  477-479. 

(418)  Manson,  J.  S.,  and  Mitchell,  H.  A. :  Small  outbreak  of  dysentery  in  a  provincial 

town.    Lancet,  London,  1921,  i,  802. 

(419)  Jaxpe,  R.  H.,  and  Sternberg,  H.:  Ueber  die  vakuol&re  Nierendegeneration  bei 

chronische  Ruhr.    Virch.  Arch,  f .  path.  Anat,  Berlin,  1920,  ccxxvii,  313-318. 

(420)  Auprecht,  E.:*  Morphine  in  pneumonia  and  dysentery.    Therap.  Halbmonat- 

schr.,  1920,  xxxiv,  412. 

(421)  Love,  R.  J.  M.:  Surgical  complications  of  dysentery.    Practitioner,  1920,  cv, 

11-25. 

(422)  Wollmann,  E.:f  Concerning  the  note  of  Bordet  and  Ciuca  (drHcreue's  pheno- 

menon, transmissible  microbe  autolysis  of  Bordet  and  Ciuca  and  Darwin's 

theory  of  pangenesis).    Compt  rend.  Soc.  de  biol.,  Paris,  1920,  LmJii,  1478- 

1479. 
Wollmann,  E.:f  On  the  phenomenon  of  d'Herelle.    Ibid.,  1921,  hccdv,  3-5. 
Wollmann,  E.§  and  Goldenberg,  L.  :§  Le  phenomene  de  d'Herelle  et  la  reaction 

de  fixation.    Ibid.,  1921,  lxxxv,  772-774. 

(423)  Ptnoy,  P.  E.:  R61e  des  myxobacteries.    Ann.  de  PInst.  Past,  Paris,  1907,  zzi, 

622-656. 
Ptnoy,  P.  E.:  Sur  les  myxobacteries.    Ibid.,  1921,  xxxv,  486-495. 

(424)  Eliava,  G.,§  and  Pozerski,  E.:§  Sur  les  characteres  nouveaux  presentes  par  le 

bacille  de  Shiga  ayant  resists  a  Taction  du  bacteriophage  de  d'Herelle.  Compt. 
rend.  Soc.  de  biol.,  Paris,  1921,  lxxxiv,  708-710. 
Eliava,  G.,  and  Pozerski,  E.:  De  racrJon  destructive  des  sds  de  quinine  sur  le 
bacteriophage  de  d'Herelle.    Ibid.,  1921,  lxxxv,  139-141. 
425)  Nicolle,  M.:  Action  du  "Bacillus  subtifis"  sur  diverses  bacteries.    Ann.  de 
l'lnst.  Past,  Paris,  1907,  xxi,  613-621. 


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(42©  Hanktn,  E.  H.:  Lcs  microbes  des  rivieres  de  Plnde.    Ibid.,  1896,  x,  175-176. 

Hanrin,  E.  H.:  L'action  bactericide  des  eaux  de  la  Jumna  et  du  Gange.    Ibid., 
1896,  x,  511-523. 

(427)  Gengou:  Contribution  a  P6tude  des  substances  bacteriolytiques  des  leukocytes. 

BulL  Acad.  Roy.  de  MeU  de  Belg.,  Bruxelles,  1920, 4.  s.,  xxx,  993-999. 
GENGOU.f  Les  substances  bacteriolytiques  des  leucocytes  et  kurs  rapports  avec 
l'alexine.    Ann.  de  llnst.  Past.,  Paris,  1921,  xxxv,  497-512. 

(428)  Bruynoohb,  R.,f  and  Maisxn,  J.:f  Au  sujet  des  microbes  devenus  resistant  au 

prindpe  bacteriophage.    Compt.  rend.  Soc.  de  bioL,  Paris,  1921,  lxxxiv, 

847-848. 
Bruynoghe,  R.  :*  Au  sujet  de  la  guerison  des  germes  devenus  resistants  au  prindpe 

bacteriophage.    Ibid.,  1921,  lxxxv,  20-23. 
Brttynoghb,  R. :  Au  sujet  de  la  nature  du  prindpe  bacteriophage.    Ibid.,  258-260. 

(429)  Maisin,  J.:§  Au  sujet  de  la  nature  du  prindpe  bacteriophage.    Ibid.,  1921, 

lxxxiv,  467-468. 
Maisin,  J.  :§  Adaptation  du  bacteriophage.    Ibid.,  468-470. 
Maisin,  J.  :§  Au  sujet  du  prindpe  bacteriophage  et  des  antfcorps.    Ibid.,  755-756. 

(430)  Besson,  A.,§  and  de  Laveegne:§  Sur  le  Bacilk  de  Morgan.    Ibid.,  77-79. 

(431)  Fabry,  P. :  Sur  l'aggiutination  des  microbes  attenues.    Ibid.,  1921,  lxxxv,  237-238. 

(432)  de  Magalbaes,  A.:j  B.  fecahs  alkahgenes  isolated  from  blood  of  an  individual 

with  a  typhoid4ike  disease.    Ibid.,  1921,  lxxxiv,  591-592. 

(433)  Hilozss,  W.  E.:  Vkrjanrige  Eriahnmgen  uber  die  Ruhr  im  Fdde  bd  einen  Trup- 

penteil  im  Westen.    OffentKche  Gesundhdtspnege,  1920,  v,  171-180. 

(434)  Stewart,  H.  G.:  Personal  Communications. 

(435)  Arthos  and  Huber:  Arch,  de  Physiol,  1892,  iv,  651. 

(436)  De  Krttif,  P.  H.:  Dissociation  of  microbic  species  I.    Jour.  Exper.  Med.,  Balti- 

more, 1921,  xxxiii,  773. 
De  Kruif,  P.  H. :  H,  HI  and  IV,  Proc.  Soc.  Exp.  Biol,  and  Med.,  New  York,  1921, 
.  xix,  34-37,  37-38  and  38-40. 

(437)  Ganter*  and  van  der  Reis:*  The  bacteriddal  function  of  the  small  intestine. 

Deutsch.  Arch.  klin.  Med.,  Leipzig,  1921,  cxxxvii,  348-358. 

(438)  Bail,  0.:*§  Ueber  Shiga  Bacteriophage!!.    Wicn.  klin.  Woch.  Vienna,  1921, 

xxxiv,  555-556. 

(439)  Poorter,  P.  de,  and  Maisin,  J.:  Contribution  a  l'ltude  de  la  nature  du  prindpe 

bacteriophage.    Arch.  Internat.   de  Pharmacodyn.  et  de   Therap.,  1921, 
xxv,  473-484. 

(440)  Teague,  O.,  and  Morishima,  K-L:  The  action  of  B.  typhosus  on  xylose  and 

some  of  the  other  less  frequently  used  sugars.    Jour,  of  Inf.  Dis.,  Chicago, 
1920,  xxvi,  52-76. 

(441)  Zinghbr,  A.,§  and  Soletsky,  D.:§  Besredka's  method  of  oral  immunization  of 

rabbits  with  ox  bile  and  paratyphoid  bacilli.    Proc.  N.  Y.  Path.  Soc,  New 
York,  1920,  xx,  133-141. 

(442)  Thjotta,  T.,f  and  Sundt,  O.  T.  :f  Toxins  of  Bact.  dysenteriae,  Group  m.    Jour. 

Bact.,  Baltimore,  1921,  vi,  501. 

(443)  Gaiger,  S.  H.,§  and  Dalung,  T.:§  Badllary  dysentery  in  lambs.    Jour.  Comp. 

Path,  and  Therap.,  Edinburgh  and  London,  1921,  xxxiv,  79-105. 

(444)  Martinez,  A.  G.:*  Leukocyte  count  in  dysentery.    Repertio  de  Med.  y.  Chir., 

Bogota,  1921,  xxi,  600. 

(445)  Eanai,  S.:*f  Dysentery  immunization  in  rabbits  by  oral  and  subcutaneous 

methods.    Brit.  Jour.  Exper.  Path.,  London,  1921,  ii,  256. 


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(446)  London  letter:  Fatal  use  of  the  Sigmoidoscope.    Jour.  Amer.  Med.  Assn.,  Chicago 

lxxviii,  829. 

(447)  Kundkattiz,  N.:*  Ulcerosa  cachetka  as  a  complication  in  badDary  dysentery. 

Monatschr.  f.  Kinderh.,  Berlin,  1921,  zzi,  366-373. 

(448)  Kliglxr,  I.  J.:*  Investigation  on  soil  pollution  and  the  relation  of  the  various 

types  of  privies  to  the  spread  of  intestinal  infection.    Monographs  of  the 
Rockefeller  Inst  for  Med.  Res.  New  York,  1921,  No.  15,  pp.  75. 

(449)  Aoki,  K.:f  tTber  die  agglutinatorische  Fin  telling  von  dysenteriebazfllen,  Tohoken. 

Jour.  Exper.  M.,  1921,  ii,  142. 

(450)  Schmidt,  G.:  Centr.  Bakt.,  Jena,  1902,  zxxi,  lte  abt,  orig.,  522. 

(451)  Powers,  G.F.:  Personal  Communication. 

(452)  Ainley,  Walker  E.  W.:f  Studies  in  bacterial  variability,  on  the  occurrence  and 

development  of  dys-agghitinable,  eu-agglutinable  and  hyper-agghitinablc 
forms  of  certain  bacteria.    Proc.  Roy.  Soc.,  Ser.  B.,  1922,  zciii,  54. 

(453)  de  Necxxe,  J.:§  The  inhibitory  action  of  the  bacteriophagous  principle  upon  the 

development  of  susceptible  organisms.    Compt.  rend.  Soc.  de  biol.,  Paris, 
1921,  kxxv,  742-744. 

(454)  Applemans,  R.:§  The  bacteriophage  in  the  body.    Ibid.,  722-724. 

(455)  Thjotta,  Tb.,§  and  Sundt,  O.  F.:f  A  small  epidemic  of  dysentery  caused  by 

dysentery  of  Group  I  (B.  sbigae).    Nord.  hyg.  Tidsskr.,  1921,  ii,  1. 

*  Abstracts  of  these  references  may  be  found  in  the  Journal  of  the  American  Medical 
Association,  (Chicago),  1916-1921.    LXVI-LXXVU. 

f  Abstracts  of  these  references  may  be  found  in  Medical  Science,  Abstracts  and 
Reviews,  Oxford  University  Press,  1919-1921.    I-V. 

%  Abstracts  of  these  references  may  be  found  in  the  International  Medical  Digest, 
(W.  F.  Prior  Co.,  Hagerstown,  Md.,  publishers),  1920-1921.    I-H. 

{  Abstracts  of  these  references  may  be  found  in  Abstracts  of  Bacteriology,  (Bald- 
more),  1920-1921.    IV-V. 


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