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HEMOSTASIS, THROMBOSIS, AND VASCULAR BIOLOGY
From the Department of Medical Pathology, University of
California (UC) Davis School of Medicine, Davis, CA; Department of
Bioengineering, UC San Diego, La Jolla, CA; Department of Anatomy,
Physiology and Cell Biology, UC Davis School of Veterinary Medicine,
CA; Department of Internal Medicine (Hematology), UC Davis School of
Medicine, Sacramento, CA; and Veteran Administration Northern
California Health Systems, Rancho Cordova, CA.
The conjunctival microcirculation of 18 homozygous sickle cell
disease (SCD) patients during steady-state, painful crisis, and
postcrisis conditions was recorded on high-resolution videotapes using
intravital microscopy. Selected videotape sequences were subsequently
coded, frame-captured, studied, and blindly analyzed using
computer-assisted image analysis protocols. At steady-state (baseline),
all SCD patients exhibited some of the following morphometric abnormalities: abnormal vessel diameter, comma signs, blood
sludging, boxcar blood flow phenomenon, distended vessels, damaged
vessels, hemosiderin deposits, vessel tortuosity, and
microaneurysms. There was a decrease in vascularity
(diminished presence of conjunctival vessels) in SCD patients compared
with non-SCD controls, giving the bulbar conjunctiva a "blanched"
avascular appearance in most but not all SCD patients during
steady-state. Averaged steady-state red cell velocity in SCD patients
was slower than in non-SCD controls. During painful crisis, a further
decrease in vascularity (caused by flow stoppage in small vessels) and
a 36.7% ± 5.2% decrease in large vessel (mostly venular) diameter
resulted. In addition, the conjunctival red cell velocities either
slowed significantly (6.6% ± 13.1%; P < .01) or
were reduced to a trickle (unmeasurable) during crisis. The
microvascular changes observed during crisis were transient and
reverted to steady-state baseline after resolution of crisis. When
combined, intravital microscopy and computer-assisted image analysis
(computer-assisted intravital microscopy) represent the availability of
a noninvasive tool to quantify microvascular abnormalities in vascular
diseases, including sickle cell disease. The ability to identify and
relocate the same conjunctival vessels for longitudinal studies
uniquely underscores the applicability of this quantitative real-time technology.
(Blood. 2002;99:3999-4005) Sickle cell disease (SCD) is a compendium of
genetic diseases that primarily includes homozygous sickle cell anemia
(HbSS), compound heterozygous combinations of HbS and Sludging of blood and the presence of comma signs in the vessels
of the bulbar conjunctiva in SCD patients were first noted decades ago
by Knisely et al10 and Paton,11,12
respectively. Blood sludging and comma signs are caused by stagnation
of blood flow in conjunctival vessels resulting in extremely slow or no blood movement; sludging can be seen when midsized to large-sized vessels are compacted with red cells ("S" in Figures
1B-D and 2), while comma signs are seen as
short columns of stationary red cells in small obstructed vessels
("CS1" and "CS2" in Figure 2, for the 2 unique shapes of comma
signs observed). When blood flow in the small conjunctival vessels
(mostly in arterioles and sometimes small venules) is sluggish or
intermittent, the boxcar blood flow phenomenon
It is normally not possible to directly study real-time microvascular
abnormalities leading to soft tissue end organ damage in SCD patients.
However, the readily accessible microvascular bed of the bulbar
conjunctiva offers an excellent noninvasive site to extrapolate the in
vivo microvascular condition at the soft tissue end organ level. We
have used the conjunctival microcirculation in this study not only for
ease of noninvasive access but also for clarity of image display and
its uniqueness in being 1 of the 2 accessible microvascular beds in the
human body with a complete, true capillary network. Furthermore, the
same vessels can be easily identified and relocated for longitudinal
investigations. Our laboratory has developed a novel computer-assisted
intravital microscopy technology (intravital microscopy coupled with
computer-assisted image analysis) to study diabetic microangiopathy and
the changes (improvements) in the conjunctival microcirculation after
successful simultaneous pancreas-kidney
transplantations.20 We have adapted this noninvasive
real-time technology to study and quantify the in vivo microvascular
abnormalities in SCD.
Patients and control subjects
(1) Patient with severe SCD complications: A patient is considered to
have severe SCD complications if he or she has 4 or more
hospitalizations for acute painful crisis and/or acute chest syndrome
per year or has at least 1 type of soft tissue end organ damage from
vasculopathy, including proliferative retinopathy, renal dysfunction
(creatinine clearance < 60 mg/mL/min, 24-hour urine protein > 3 g
protein per 24 hours, protein-creatinine ratio > 3.5 mg/mg on a spot
urine determination), restrictive lung disease (total lung
capacity < 70% of predictive values), avascular necrosis, stroke, or
nonhealing ulcers.
(2) Patient with nonsevere SCD complications: A patient is considered
to have nonsevere SCD complications if he or she has 3 or fewer
hospitalizations for acute painful crisis and/or acute chest syndrome
per year, along with no soft tissue end organ damage from vasculopathy,
proliferative retinopathy, renal dysfunction (creatinine clearance
> 60 mg/mL/min, 24-hour urine protein < 3 g protein per 24 hours,
protein-creatinine ratio < 3.5 mg/mg on a spot urine determination),
restrictive lung disease (total lung capacity > 70% of predictive
values), avascular necrosis, stroke, or nonhealing ulcers.
It is recognized that this categorization is arbitrary and that
patients identified with "nonsevere" SCD complications by this
method could have significant morbidity from the disease. However, this
categorization represents an attempt to separate patients broadly
to determine if there is any correlation between vasculopathy-induced
microvascular abnormalities (based on our in vivo technology) and
clinical end points (based on medical records).
The painful crisis study was conducted when the SCD patients were
hospitalized for crisis treatment. The steady-state study on the same
SCD patients was conducted at the time of the patient's routine
(scheduled) monthly visit to the clinic and at the follow-up visit at
least 1 month after crisis resolution. Eighteen healthy non-SCD
volunteers (ages 15-35 years, with no history of hypertension, diabetes, hyperhomocysteinemia, hypercholesterolemia, hyperlipidemia, chronic renal disease, or cardiovascular disease) were recruited as
controls (Table 1). Signed consent was
obtained from all SCD patients and non-SCD volunteers (and parents
whenever appropriate) before the study. The experimental protocol was
approved by the Human Subjects Use Committee at UC Davis and was in
accordance with the Declaration of Helsinki.
Computer-assisted intravital microscopy (intravital microscopy coupled with image analysis) The intravital microscope system was adapted from a prototype originally designed for biomedical engineering research.20,21 It has been used successfully to study diabetic microangiopathy in this laboratory20 and has been substantially modified to study in vivo microvascular abnormalities in SCD patients.22 The system was macro-optics based and has a fixed optical magnification of × 4.5 at high resolution (equivalent to an onscreen video magnification of × 125). The fixed magnification feature was important because it assured that all steady-state and crisis measurements were made without any magnification variable. The entire optical assembly was securely mounted on a customized stand, and onscreen focusing was performed via a customized focusing platform with orthogonal adjustments. A fiberoptic light source (Fiber-Lite model 3100, Scientific Instrument, Sunnyvale, CA) was fitted with a focusing mechanism to direct a "cool" filtered light beam on the perilimbal region of the bulbar conjunctiva under investigation. A Kodak no. 58 Wratten antired (green) filter was used to enhance the contrast between the conjunctival vessels and the background. A 35-mm single-lens reflex still camera or a CCD video camera (COHU model 6415-3000, COHU Instrument, San Diego, CA) was attached to the microscope system using a coupling mechanism.Black-and-white still photographs and videotapes were made on the conjunctival microcirculation by intravital microscopy for subsequent computer-assisted image analysis.20-22 The imaging system was PC-based, equipped with an imaging board/frame grabber (Data Translation Model DT2851, Data Translation, La Habra, CA), and was put online with the video system via a FOR-A timer integrator (FOR-A model VTG-33, Scientific Instrument). Video images to be analyzed were frame-captured, coded, digitized, and objectively (blindly) quantified for microvascular characteristics (morphometric or dynamic) using in-house-developed imaging software, VASCAN20,21 and VASVEL.22 An area of 8.53 mm2 of the conjunctival surface in each frame-captured image was used for computer-assisted data analysis and characterization.20-22 The microvascular characteristics studied include vessel morphometry measured by VASCAN20-21 (using an expansion, nearest neighbor-averaging, local thresholding, and subsequent thinning algorithm) and blood vessel flow dynamics (red cell velocity) measured by VASVEL22 (using a single-step acquisition multiple-frame-tracing algorithm). Image acquisition Different locations (4 to 5) within the perilimbal region of the bulbar conjunctiva of each experimental subject were videotaped to obtain a wide area of coverage. Morphometric and dynamic (red cell velocity) measurements from the various locations were averaged. For postcrisis return visits or chronological evaluations during crisis resolution, each patient's previous videotape sequence was viewed; features of interest (eg, diameter, ischemic area, avascularity, aneurysm, damaged vessel, or hemosiderin deposit) were identified and relocated for follow-up videotaping (Figure 4). This vessel relocation capability enabled us to restudy or objectively remeasure the same morphometric and dynamic characteristics in various time frames and conditions in longitudinal studies (eg, sequence of events in crisis resolution or an efficacy trial for a medication to test its effectiveness in crisis resolution) and to evaluate intrapersonal measurement variability. Data analysis The analytic protocol was described in detail in previous publications.20-22 Videotape sequences and images were coded for subsequent analysis to ensure objectivity, with the medical history and identity of the patients blinded to the investigators during analysis. Data analysis was conducted in 2 phases:(1) Visualization phase
(2) Quantitation phase
Eight successive video images were captured and used for each dynamic
measurement of red cell velocity of a selected vessel in the field
using VASVEL22 (Table 4).
Individual vessel diameter was also measured (using VASVEL) for
velocity reference (eg, red cell velocity of 2.9 mm/s in a vessel with
a diameter of 78.5 µm) and for single-vessel correlation with
averaged values (using VASCAN).
Statistics All objective measurements were averaged and reported as mean ± SD. Variables were compared using analysis of variance. A significance level of .05 was used. P values smaller than .01 (eg, .006 844 or 1.13 × 10 7) were
presented as less than .01 for simplicity.
Microvascular characteristics of non-SCD controls Under intravital microscopy, the conjunctival vessels appeared as well-defined black lines and/or tubes on a white background (Figures 1-4). In the bulbar conjunctiva of the healthy non-SCD control subjects, we observed the orderly presence of an anastomosing network of capillaries, arterioles, and venules without the presence of any ischemic (avascular) zone (Figure 1A); these observations were in agreement with the classic definitive descriptions of Davis and Landau.23 The normal A/V ratio was about 1:2, and the arterioles and venules exhibited an even microvascular distribution without the presence of dilations, narrowing, microaneurysms, or sacculated vessels. Normal conjunctival blood flow, though variable in red cell velocity, was smooth and consistent (nonintermittent). The ischemic presentation of blood sludging, tortuous or arteriosclerotic vessels, and the boxcar blood flow phenomenon, as previously identified by Davis and Landau for various vascular diseases,23 was rarely found in the healthy non-SCD (normal) controls. In this study, tortuous vessels were found in 2 non-SCD control subjects; we concluded that this occurrence was caused by contact lens usage and not vasculopathy (A.T.W.C., et al, unpublished data, 1996-1997).
Microvascular characteristics of SCD patients under steady-state conditions Eighteen SCD patients (7 with severe and 11 with nonsevere SCD complications) were studied. Overall, the conjunctival microcirculation in steady-state SCD differed uniquely from the non-SCD conjunctival microcirculation. The orderly microvascular pattern of the normal bulbar conjunctiva was rarely seen, and abnormal microvascular features were easily recognizable in steady-state SCD patients (Figure 1B-D and Table 2). The A/V ratio was extremely variable and differed significantly (P < .01) from the normal non-SCD A/V ratio of about 1:2.Under steady-state conditions, significant microvascular abnormalities (blood sludging, boxcar blood flow phenomenon, damaged vessels, distended vessels, tortuous vessels, and sacculated vessels) were identified in all 7 patients who had severe SCD complications (Table 2). The presence of comma signs and microaneurysms was identified in only 4 of the 7 patients with severe SCD complications (Table 2). Eleven nonsevere SCD patients, who were relatively free of SCD complications, were found to have fewer manifestations of the above-listed microvascular abnormalities (Table 2). In 2 of the 11 patients with unremarkable SCD history (ie, with nonsevere SCD complications), the steady-state conjunctival microcirculation exhibited a minimal number of microvascular abnormalities, and the microcirculation in these 2 patients was comparable with non-SCD controls. Morphometric measurements of SCD patients could be separated into 3 groups according to whether the averaged diameter of the conjunctival venules was the same as, significantly wider than, or significantly narrower than the non-SCD diameter (control) range (Table 3). In 2 patients with unremarkable histories of SCD, the averaged diameters of the large vessels (mostly venules) were comparable with non-SCD control values (49 µm and 52 µm, respectively; normal control range = 55 ± 4 µm). Twelve patients had venules with significantly wider diameter (79 ± 15 µm; P < .01) than the controls, with 6 of the 12 patients having severe SCD complications. Four of the remaining patients had venules with narrow diameters (40 ± 6 µm; P < .01) when compared with the controls; 1 of these 4 patients had severe SCD complications. In all 18 patients with SCD, a significant decrease in the presence of capillaries and small arterioles, an abnormal A/V ratio, and uneven vessel distribution were noted when compared with healthy non-SCD controls. In most SCD patients, the microcirculation of the bulbar conjunctiva diminished significantly, resulting in a blanched avascular appearance. At times, the bulbar conjunctiva surface of some SCD patients showed an off-white grayish coloration, with multifocal dark lesions (damaged vessels and/or hemosiderin deposits). Intrapersonal variability of morphometric measurements in SCD patients under steady-state conditions Variability of steady-state microvascular features and measurements was minimal in the same patient(s) studied on different days. Intrapersonal variability in steady-state vessel diameter and total length(s) of vessels per area (objectively measured by VASCAN) was 4.1% ± 1.9% and 3.8% ± 2.8%, respectively, in 8 patients (selected at random from the 18 SCD patients) studied on separate steady-state visits scheduled 4 to 12 weeks apart.Red cell velocity under steady-state conditions In video sequences showing the conjunctival microcirculation, active blood flow was always visible in some, if not most, conjunctival vessels. However, red cell velocities in different conjunctival vessels varied considerably even in a short video sequence. To ensure this velocity variability was taken into consideration in data interpretation, red cell velocities in at least 5 vessels of each location (measured by VASVEL) were averaged. Then, the averaged red cell velocities of all patients were categorized into 3 red cell velocity groups (Table 4):(1) Velocity 2.0 ± 0.4 mm/s in 10 patients with nonsevere SCD complications; differed but not significantly from non-SCD control values (2.5 ± 0.6 mm/s). (2) Velocity 1.4 ± 0.8 mm/s in 6 patients with severe SCD complications; differed significantly (P < .01) from non-SCD control values. (3) Intermittent trickle flow ( Acute and transient microvascular changes during painful crisis There was a significant decrease in conjunctival vascularity during painful crisis, with a close to complete absence of capillaries and a significantly reduced presence of arterioles and small venules from the steady-state conditions (Figures 3 and 4A). In most cases, the disappearance of capillaries and small arterioles arose as a result of the absence of blood flow into these microvessels.A few of the sludged large vessels did not show much change in diameter during crisis; however, most of the remaining large vessels showed an averaged decrease of 36.7% ± 5.2% in the diameter (compare Figures 4A and 4B). Conjunctival red cell velocity, which was measurable in 16 of 18 SCD
patients during steady-state conditions (velocity groups 1 and 2 in
Table 4), either slowed significantly (46.6% ± 13.1% decrease in
red cell velocity from steady-state values; P < .01) or
was reduced to a trickle ( These acute microvascular abnormalities were transient, and the microvasculature reverted to steady-state values after resolution of painful crisis (postcrisis). In reality, normal steady-state values are comparable to postcrisis values made 1 month after crisis resolution. During crisis resolution, reemergence of capillaries and arterioles (reperfusion) was observed in all patients (Figure 4B).
Using computer-assisted intravital microscopy technology, we have noninvasively identified significant in vivo microvascular (morphometric and dynamic) abnormalities in the conjunctival microcirculation of steady-state SCD patients. In this study, blood sludging, the boxcar blood flow phenomenon, damaged vessels, and abnormal vessel density and distribution were consistently present, albeit in varying degrees, in the conjunctival vessels in patients with severe SCD. These observations were significant because the presence of these microvascular abnormalities relates to blood flow impairment and the presence of ischemic zones in the bulbar conjunctiva.11-14 They also correlated with the general concept that vasculopathy normally underlies most of the complications and accounts for much of the morbidity and mortality in SCD.3-6 The arterioles and venules in some SCD patients were damaged, and hemosiderin deposits were present as multifocal lesions. In addition, vessel tortuosity and microaneurysms were found in some patients. Most of the microvascular abnormalities characterized in this study are in accordance with the classic definitive work of Davis and Landau23 who first described, via still photography studies, the presence of ischemic zones, blood sludging, boxcar blood flow phenomenon, microaneurysms, tortuous vessels, damaged vessels, and abnormal A/V ratio in vascular diseases. We have observed a unique decrease in overall vascularity, a change in A/V ratio, and abnormal distribution density of vessels in the conjunctival microvasculature under steady-state conditions. The presence of tortuous vessels, blood sludging, and abnormal A/V ratio is indicative of hypoperfusion and ischemia in the bulbar conjunctiva. These in vivo pathological conditions have been postulated to exist but have not been directly quantified previously. The various microvascular abnormalities described above (with the exception of the comma signs and microaneurysms) were found in all 7 patients who were classified as having severe SCD complications and were sporadically found in some, but not all, of the 11 patients with nonsevere SCD complications (Table 2). We speculate that these microvascular abnormalities developed progressively due to tissue remodeling over the course of time and that these abnormal features collectively reflect the severity of the disease state. This study suggests that the sum total of the microvascular abnormalities found in the conjunctival microcirculation correlates with disease severity and clinical outcome of the SCD patients. To facilitate data correlation between disease severity, microvascular events (steady-state conditions and painful crisis), and hematologic findings, we are currently developing a quantitative Severity Index (computed as a summation of the collective presence of the 15 possible SCD microvascular abnormalities) that can be used by clinicians to assist in the objective evaluation of the clinical course of the disease or to follow disease progression and changes over time and during treatment. Our work substantially extends earlier observations by other SCD investigators6-19,23 and offers several improvements. First, our technology represents the first utilization of a conjunctiva-dedicated intravital microscope design that is not based on the slit-lamp (biomicroscope) assembly previously used in other laboratories.6,9-19,23 The magnification and resolution of the optics are better than biomicroscopes, and the system is easy to operate. Coupling the intravital microscope system with videotaping capability offers additional cost, time, convenience, and reliability advantages. In addition, dynamic (red cell velocity) measurements can be conducted on videotapes, an opportunity that did not exist with still photography in historical studies. When combined, these improvements have enabled us to generate detailed and easily reproducible high-resolution images for morphometric and dynamic studies. The computer-assisted capability to frame-capture and objectively quantify (measure) the microvascular characteristics via image analysis further enhances the uniqueness of this technology. Quantitative and noninvasive studies on blood flow in the in vivo human microcirculation have been limited. There are only 2 easily accessible sites for noninvasive in vivo microcirculation research in human subjects: the nailfold capillary bed and the conjunctival microcirculation. Lipowsky et al have utilized the nailfold capillaries in the fingers of SCD patients and have commented that the microvascular organization and vessel size in the nailfold microcirculation were not representative of the microcirculation at the organ/tissue level for relevant SCD interpretation.7 We used the conjunctival microcirculation because of its easy noninvasive accessibility, excellent quality of image display, and the reliability to relocate the same vessels for longitudinal assessment. In addition, the organizational and morphometric characteristics of the conjunctival microcirculation reflect more closely the characteristics of a true microvascular network (eg, normal presence and distribution of capillaries, arterioles, and venules) and are comparable with those of the microcirculation at the susceptible soft tissue end organ level in SCD. Under steady-state conditions, 2 putatively healthy SCD patients were
shown to have very slow or no blood movement (intermittent trickle
flow) in their conjunctival vessels. This abnormal blood flow pattern
differs significantly from normal non-SCD controls and other
steady-state SCD patients with measurable blood flow (even in patients
with severe SCD complications). One of the 2 patients was relatively
free of SCD complications, and the remaining patient had severe SCD
complications. Both patients were apparently healthy and not in acute
painful crisis. This demonstration of steady-state conjunctival blood
flow impairment was unexpected and difficult to explain. We believe
that these 2 patients might have inherent cerebrovascular
problems22,24 and that this conjunctival blood flow
impairment might have been triggered by coexisting complications
related to SCD. We suspect that abnormalities in large intracranial
vessels (eg, middle cerebral artery or internal carotid artery) coexist
with abnormalities in small peripheral vessels (eg, conjunctival
vessel) in SCD.22 We have also revealed a strong
correlation (P This study confirms that computer-assisted intravital microscopy represents the availability of a sensitive, repeatable, and quantitative real-time tool to study microvascular abnormalities in vascular diseases, including SCD. The utilization of the bulbar conjunctiva as a research site provides an ideal, readily accessible, and noninvasive microvascular bed for in vivo research. Moreover, this site offers the additional advantage that the images of the conjunctival vessels are well resolved and easily identifiable for relocation in longitudinal studies. The fact that the experimental approach is objective and quantitative underscores the uniqueness of this technology and its potential as a clinical and/or research tool. Computer-assisted intravital microscopy (to study small vessel vasculopathy) can be used to correlate with transcranial Doppler ultrasonography or magnetic resonance angiography (to study large vessel vasculopathy) in the prediction of premature stroke in SCD. Intravital microscopy can be used to noninvasively study and identify key in vivo landmark microvascular events in different vascular diseases, including SCD, diabetes, and hypertension. The same objective and quantitative technology can also be used to monitor the efficacy of various therapeutic regimens in SCD, including chronic transfusion, hydroxyurea treatment, and allogenic bone marrow transplantation. In each case, because the same vessels can be easily identified and relocated for repeated studies, the patient can reliably and appropriately serve as his or her own reference control for longitudinal data interpretation.
This manuscript is dedicated to the memory of the late Professor Benjamin Zweifach, a mentor and friend, who was instrumental in initiating 2 of us (A.T.W.C. and P.C.Y.C.) to develop the computer-assisted intravital microscopy technology and to study the conjunctival microcirculation.
Submitted July 12, 2001; accepted January 25, 2002.
Supported in part by a University of California Professional Development Award (A.T.W.C.); discretionary gifts to the Biomedical Engineering Division, Department of Medical Pathology, at the University of California Davis Medical
Center (A.T.W.C.); National Institutes of Health grant NIH-R29-HL-55181 (T.W. and A.T.W.C.); and American Heart Association Western States Affiliates grant AHA0050789Y (T.W. and A.T.W.C.).
The publication costs of this article were defrayed in part by page charge payment. Therefore, and solely to indicate this fact, this article is hereby marked "advertisement" in accordance with 18 U.S.C. section 1734.
Reprints: Anthony T. W. Cheung, Dept of Medical Pathology, Research-III Bldg (Rm 3400B), UC Davis Medical Center, 4645 Second Ave, Sacramento, CA 95817; e-mail: atcheung{at}ucdavis.edu.
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