Infective Endocarditis


Table of Contents

  1. Overview
  2. Epidemiology
  3. Microbiology and Pathogens
  4. Risk Factors
  5. Diagnosis and Duke Criteria
  6. Echocardiography and Imaging
  7. Complications
  8. Treatment
  9. Surgical Indications
  10. Prevention and Prophylaxis
  11. Prognosis
  12. Research Papers
  13. Connections
  14. Featured Videos

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1. Overview

Infective endocarditis (IE) is an infection of the cardiac endothelium — the inner lining of the heart — most commonly involving the native or prosthetic cardiac valves, although it can also affect intracardiac devices such as pacemaker leads and implantable cardioverter-defibrillators. Despite advances in diagnosis and treatment, IE remains a life-threatening condition with in-hospital mortality rates of 15–20% and substantial long-term morbidity from valvular destruction, embolic stroke, and heart failure.

Clinicians traditionally divide IE into two main clinical syndromes based on pace and severity:

In the United States, the incidence of IE is approximately 15 cases per 100,000 person-years, and this figure has been rising over recent decades. The increase is driven by three converging trends: the escalating opioid epidemic with intravenous drug use (IVDU), a growing population of patients with prosthetic heart valves, and the expanding use of intracardiac electronic devices (pacemakers, defibrillators, and cardiac resynchronization therapy devices). These exposures create portals for bacteremia that bypass the normal skin and mucosal barriers.

Pathophysiology

The sequence of events leading to IE involves several steps that must occur in succession:

  1. Endothelial disruption or turbulence. Normally, the smooth endocardium is resistant to bacterial colonization. High-velocity jets of blood (as in mitral regurgitation, bicuspid aortic valve, or ventricular septal defect) cause mechanical injury, exposing the underlying collagen matrix. Prosthetic materials also provide a scaffold for platelet adherence.
  2. Non-bacterial thrombotic endocarditis (NBTE). Exposed subendothelial collagen and tissue factor trigger the coagulation cascade, depositing a sterile platelet-fibrin thrombus — the nidus for subsequent bacterial colonization. NBTE is also seen in hypercoagulable states and marantic endocarditis (malignancy, chronic illness).
  3. Bacteremia. Transient bacteremia from dental procedures, skin and soft-tissue infections, gastrointestinal manipulation, or urogenital instrumentation seeds the bloodstream. In IVDU, direct inoculation of organisms into the venous circulation provides a sustained, high-grade bacteremia with organisms that would not normally reach the heart.
  4. Bacterial colonization and vegetation formation. Bacteria with adhesins (surface proteins that bind fibronectin, laminin, and fibrinogen) attach to the NBTE thrombus. S. aureus and viridans streptococci are particularly adept at this. Once attached, bacteria proliferate within the protective fibrin-platelet matrix — shielded from complement, opsonins, and phagocytes — forming the characteristic vegetation: a friable mass of bacteria, fibrin, platelets, and inflammatory cells on the valve leaflet. Vegetations are typically located on the low-pressure side of the valve (atrial surface of AV valves; ventricular surface of semilunar valves), corresponding to where the high-velocity jet impacts.
  5. Tissue destruction and systemic seeding. Proteases and toxins from the bacteria (especially S. aureus) destroy valvular leaflets and chordae tendineae, leading to acute regurgitation. Fragments of the vegetation embolize to the coronary, cerebral, splenic, renal, and peripheral circulation, causing septic infarcts and metastatic infections.

Understanding this pathophysiology explains why IE therapy requires prolonged high-dose bactericidal agents: antibiotics must penetrate the dense fibrin matrix to reach organisms growing at concentrations far exceeding the minimum bactericidal concentration (MBC).


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2. Epidemiology

The epidemiology of infective endocarditis has shifted markedly over the past 50 years. The condition once predominantly affected young patients with rheumatic heart disease or congenital heart defects. Today it is more frequently a disease of older adults with degenerative valve disease, prosthetic valve recipients, and younger individuals caught in the opioid epidemic.

Incidence and Demographics

The annual incidence in high-income countries is 3–15 cases per 100,000 person-years, with the US consistently at the higher end (~15/100,000). Incidence increases sharply with age, reaching over 30/100,000 in adults over 70. Men are affected approximately twice as often as women (2:1 male-to-female ratio), reflecting higher rates of IVDU and greater burden of aortic valve disease in men.

Intravenous Drug Use (IVDU)-Associated IE

IVDU represents the single highest relative-risk exposure for IE. Repeated injection with non-sterile equipment introduces high-density bacteremia directly into the venous circulation, most commonly with S. aureus (skin flora on the injecting arm). Unlike non-IVDU IE, IVDU-associated IE predominantly involves the tricuspid valve (right-sided) because venous blood returns first to the right heart before passing through the pulmonary circulation. Right-sided IE, though caused by virulent S. aureus, carries a paradoxically favorable prognosis (5–10% in-hospital mortality) compared to left-sided IE, because pulmonary emboli — while causing septic pulmonary infarcts — are generally less immediately life-threatening than systemic emboli to the brain or coronary arteries. However, recidivism is high in patients who return to active drug use, and each recurrence carries its own mortality risk.

Prosthetic Valve Endocarditis (PVE)

PVE accounts for approximately 20–30% of all IE cases in developed countries. It is classified by timing relative to valve implantation:

Mechanical and bioprosthetic valves carry similar overall IE risk during the first year. After 5–7 years, bioprosthetic valves have a higher risk as leaflet degeneration creates nidus for bacterial colonization.

Healthcare-Associated IE

Healthcare-associated IE now accounts for 25–30% of all cases. Risk factors include: central venous catheters, hemodialysis access (arteriovenous fistulas and tunneled catheters), peripheral IV catheters, urinary catheters, and surgical wounds. Hemodialysis patients face particularly high IE risk — their annual incidence exceeds 300/100,000, more than 20-fold the background rate. S. aureus (particularly MRSA) predominates.

Cardiac Implantable Electronic Device (CIED) IE

CIED infections — affecting pacemakers, ICDs, and CRT devices — are a distinct and growing subset. The infection originates at the device pocket (wound infection) or along the transvenous lead, and can extend to the tricuspid valve or superior vena cava. Diagnosis and management differ from native valve IE: complete device extraction (leads included) is typically required for cure, and lead extraction carries its own procedural risk.


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3. Microbiology and Pathogens

The microbiology of IE reflects which organisms most effectively combine the ability to cause sustained bacteremia with surface adhesins that permit cardiac endothelial colonization. Approximately 90% of culture-positive cases are caused by staphylococci, streptococci, or enterococci.

Staphylococcus aureus

S. aureus is now the single most common cause of IE in most developed-world registries, responsible for 25–35% of cases. It is the dominant organism in IVDU-associated IE, nosocomial/healthcare-associated IE, and intravascular device-related IE. S. aureus is uniquely dangerous for several reasons:

S. aureus IE carries in-hospital mortality of 25–45%. Persistent bacteremia beyond 72 hours of appropriate antibiotics is common and strongly predicts embolic events, metastatic infection, and death.

Viridans Group Streptococci

Viridans streptococci (S. viridans, S. sanguinis, S. mutans, S. mitis, and related species) are commensal oral flora that enter the bloodstream during dental procedures and even routine activities like tooth brushing and chewing. They are the classic cause of subacute native valve endocarditis, accounting for 15–25% of cases. They typically infect pre-existing abnormal valves (rheumatic, bicuspid, or myxomatous mitral) and progress slowly. The majority are exquisitely sensitive to penicillin (MIC ≤0.12 mg/L), making treatment straightforward. Mortality with appropriate therapy is under 5%.

Streptococcus gallolyticus (formerly S. bovis)

S. gallolyticus (reclassified from Streptococcus bovis) is associated with colorectal cancer and adenomatous polyps. Its isolation from blood cultures in the context of IE is a strong indication for colonoscopy, even in the absence of gastrointestinal symptoms — studies report that 25–80% of patients with S. bovis/gallolyticus IE have underlying colorectal neoplasia. The organism behaves microbiologically like viridans streptococci (typically penicillin-sensitive) but mandates a colon cancer workup.

Enterococcus

Enterococcus faecalis (predominant, ~90%) and E. faecium cause 5–15% of IE, arising from gastrointestinal or genitourinary sources (colonoscopy, cystoscopy, urinary tract infection, prostate procedures). Enterococci are intrinsically resistant to many antibiotics and require combination therapy for killing. The traditional regimen is ampicillin plus gentamicin (synergistic bactericidal effect through cell wall inhibition plus aminoglycoside ribosomal penetration); however, high-level aminoglycoside resistance (HLAR) in some strains renders gentamicin ineffective, and the ACEI (Ampicillin-Ceftriaxone-Endocarditis-IE) trial validated ampicillin plus ceftriaxone as an equally effective and nephrotoxicity-sparing alternative for E. faecalis IE.

Coagulase-Negative Staphylococci (CoNS)

CoNS — predominantly Staphylococcus epidermidis — are the leading cause of early prosthetic valve endocarditis, responsible for 15–40% of PVE cases. They are biofilm formers par excellence, colonizing prosthetic surfaces within hours of implantation. The vast majority of PVE CoNS are oxacillin-resistant (equivalent of MRSA for CoNS), requiring vancomycin-based regimens typically combined with rifampin and gentamicin to penetrate biofilm.

HACEK Organisms

The HACEK group — Haemophilus spp. (especially H. parainfluenzae), Aggregatibacter spp. (formerly Actinobacillus and Haemophilus aphrophilus), Cardiobacterium hominis, Eikenella corrodens, and Kingella kingae — are fastidious gram-negative organisms found in the normal oral flora. They account for 1–3% of IE cases, characteristically presenting as subacute endocarditis with large friable vegetations and high embolic risk. They require specialized blood culture conditions (extended incubation) or 16S rRNA PCR for identification. Treatment is ceftriaxone 2g/day for 4 weeks.

Culture-Negative IE

Blood cultures remain sterile in 5–10% of IE cases. The most common explanations are prior antibiotic administration, fastidious organisms that do not grow in standard culture media, and intracellular pathogens. Key entities include:

Fungal IE

Fungal IE is uncommon but devastating, with mortality exceeding 50% with medical therapy alone. Candida species predominate, followed by Aspergillus. Risk groups include: prolonged IV line use (total parenteral nutrition, chemotherapy), IVDU, immunosuppression (solid-organ transplant, hematologic malignancy), and prolonged broad-spectrum antibiotic use. Fungal vegetations are typically very large (>10mm), with extremely high embolic risk. Management requires surgical valve replacement plus prolonged antifungal therapy (typically liposomal amphotericin B acutely, followed by long-term azole suppression). Cure without surgery is exceedingly rare.


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4. Risk Factors

Risk for IE is determined by the probability of bacteremia (exposure risk) multiplied by the susceptibility of the cardiac substrate to endothelial colonization.

Cardiac Risk Factors

Non-Cardiac Risk Factors


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5. Diagnosis and Modified Duke Criteria

The Modified Duke Criteria, originally proposed by Durack et al. in 1994 and revised by Li et al. in 2000, provide a standardized diagnostic framework that integrates clinical, microbiological, and echocardiographic findings. The criteria classify IE as Definite, Possible, or Rejected.

Blood Cultures — The Cornerstone of Diagnosis

Blood cultures must be obtained before initiating antibiotics. The recommended approach is:

Major Duke Criteria

  1. Positive blood cultures:
    • Two separate positive blood culture sets with a typical IE organism: S. aureus, viridans group streptococci, S. gallolyticus, HACEK group, or community-acquired Enterococcus faecalis (without a primary focus); OR
    • Persistently positive blood cultures: ≥2 positive cultures drawn >12 hours apart, OR 3 of 3 or ≥3 of 4 positive cultures (with first and last drawn at least 1 hour apart); OR
    • Single positive blood culture for Coxiella burnetii, or phase I anti-IgG antibody titer >1:800.
  2. Evidence of endocardial involvement (echocardiographic or new regurgitation):
    • Oscillating intracardiac mass on a valve or supporting structure, in the path of regurgitant jets, or on implanted prosthetic material, in the absence of an alternative anatomical explanation (vegetation); OR
    • Perivalvular abscess (ring abscess); OR
    • New partial dehiscence of a prosthetic valve; OR
    • New valvular regurgitation (worsening or change in a pre-existing murmur is insufficient).

Minor Duke Criteria

  1. Predisposing condition: cardiac (as above) or IVDU.
  2. Fever: temperature >38.0°C (100.4°F).
  3. Vascular phenomena: arterial emboli, septic pulmonary infarcts (in right-sided IE), mycotic aneurysm, intracranial hemorrhage (from rupture of mycotic aneurysm), conjunctival hemorrhages, Janeway lesions.
  4. Immunologic phenomena: glomerulonephritis, Osler nodes, Roth spots, positive rheumatoid factor.
  5. Microbiological evidence: positive blood culture not meeting major criteria, or serological evidence of active infection with an organism consistent with IE.

Classification

Classic Physical Examination Findings

The peripheral manifestations of IE arise from two mechanisms: immune complex deposition (subacute IE, viridans strep) and septic microemboli (acute IE, S. aureus):


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6. Echocardiography and Imaging

Echocardiography is the principal imaging modality in IE, serving to confirm the diagnosis, characterize vegetations, identify complications (perivalvular abscess, fistula, chordal rupture, valve perforation), and guide surgical planning. The choice between transthoracic (TTE) and transesophageal (TEE) echocardiography depends on clinical context and image quality.

Transthoracic Echocardiography (TTE)

TTE is the appropriate first-line study in suspected IE. It is non-invasive, widely available, and provides good visualization of the left ventricular function and mitral and aortic valves in most patients. Sensitivity for vegetation detection ranges from 40–80% — highly variable depending on image quality (body habitus, lung disease), vegetation size, and echocardiographer experience. Specificity is higher (~90%). Small vegetations (<5mm), prosthetic valve shadowing, and posterior structures (tricuspid valve, pulmonary valve, intracardiac leads) are limitations of TTE.

Transesophageal Echocardiography (TEE)

TEE is mandatory and should be performed early in the following settings:

TEE sensitivity for vegetations reaches 85–95%, with superior resolution of posterior structures (mitral subvalvular apparatus, aortic valve perivalvular extension, prosthetic valve rings). TEE is semi-invasive (oropharyngeal probe under conscious sedation) with rare but real risks (esophageal perforation in <0.1%, aspiration, arrhythmia).

Vegetation Characteristics and Embolic Risk

Echocardiographic vegetation characteristics predict the risk of systemic embolization — the most feared complication of left-sided IE:

Advanced Imaging Modalities


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7. Complications

IE is a systemic disease whose complications arise from three principal mechanisms: direct local valve destruction, embolization of vegetations, and immune-mediated organ damage. Recognizing and managing these complications often determines survival.

Heart Failure

Heart failure (HF) is the most common complication of IE (occurring in 50–60% of left-sided cases) and the most common indication for emergency surgery. It arises primarily from acute severe valvular regurgitation caused by:

The left ventricle accommodates chronic MR through compensatory dilatation; however, acute severe MR (as in IE) overwhelms this mechanism, causing rapid pulmonary edema. Acute severe aortic regurgitation similarly produces acute hemodynamic collapse. Medical management (vasodilators, diuretics) provides only temporary stabilization — definitive treatment is urgent surgical valve repair or replacement.

Systemic Embolization

Embolism from left-sided IE vegetations occurs in 20–50% of patients, most commonly to the brain, spleen, kidneys, and coronary arteries. The risk is highest in the first 2 weeks of treatment, before antibiotic therapy sterilizes and reduces vegetation size. After 2 weeks of effective therapy, new embolic risk drops dramatically. Key embolic manifestations:

Perivalvular Extension and Abscess

Perivalvular (ring) abscess develops when infection erodes beyond the valve leaflets into the annular tissue and adjacent cardiac structures. It occurs in:

The anatomical proximity of the aortic valve annulus to the AV node and His bundle means that perivalvular abscess frequently causes heart block (first-degree, second-degree, or complete). A new conduction abnormality in a patient with aortic IE is a red flag for abscess formation. Abscess can also extend to create:

Perivalvular abscess is universally an indication for surgery. Medical therapy alone virtually never eradicates it.

Mycotic Aneurysm

Mycotic aneurysms form when septic emboli lodge in the vasa vasorum (small vessels supplying the arterial wall), causing focal wall infection, weakening, and aneurysm formation. They most commonly involve intracranial arteries (especially middle cerebral artery branches) — asymptomatic until rupture causes catastrophic intracranial hemorrhage. In IE patients with unexplained headache or neurological symptoms, intracranial CT angiography or MR angiography should be performed to screen for mycotic aneurysms. Management options include close serial imaging (small, unruptured), endovascular coiling, or surgical clipping (ruptured or enlarging lesions).

Persistent Bacteremia and Metastatic Infection

Bacteremia lasting beyond 72 hours despite appropriate antibiotics suggests either an uncontrolled intracardiac source (perivalvular abscess, large vegetation), a metastatic infectious focus (vertebral osteomyelitis, septic arthritis, psoas abscess, epidural abscess), or an undrained peripheral source (septic thrombophlebitis). Metastatic IE infection requires antibiotic courses tailored to the specific focus (often 6+ weeks for vertebral osteomyelitis) and may require separate surgical or interventional drainage.

Immune-Mediated Complications

Sustained antigenemia in subacute IE drives immune complex formation and deposition:


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8. Treatment — Antibiotics

The pharmacological principles of IE therapy are defined by the biology of the vegetation: bacteria grow within a dense fibrin-platelet matrix at very high densities, in a metabolically heterogeneous microenvironment that renders many bacteria tolerant to cell-wall-active agents. Effective treatment requires:

Native Valve Staphylococcal IE

Prosthetic Valve Staphylococcal IE

Combination therapy is required for prosthetic valve IE due to biofilm formation. The standard regimen for MSSA PVE is nafcillin + rifampin 300mg PO every 8 hours + gentamicin 1mg/kg IV every 8 hours. Rifampin is uniquely able to penetrate staphylococcal biofilm and achieve bactericidal activity against sessile organisms, but must never be used as monotherapy (rapid resistance emergence). Gentamicin is added during the first 2 weeks for initial bactericidal synergy. For MRSA PVE: vancomycin (or daptomycin) + rifampin + gentamicin × 6 weeks minimum.

Streptococcal IE

Enterococcal IE

Enterococci are intrinsically resistant to cephalosporins, oxacillin, and low-level aminoglycosides, and tolerant to the bactericidal effect of penicillins alone. Two combination strategies achieve synergistic killing:

HACEK IE

Ceftriaxone 2g IV/IM once daily × 4 weeks (native valve) or 6 weeks (prosthetic valve). Ampicillin + gentamicin is an alternative for beta-lactamase-negative strains.

Culture-Negative and Unusual Organisms

Outpatient Parenteral Antibiotic Therapy (OPAT)

Carefully selected stable patients with IE caused by penicillin-susceptible streptococci, HACEK, or other susceptible organisms may complete a portion of IV therapy as OPAT after 2 weeks of in-hospital monitoring. Criteria for OPAT candidacy include: clinical stability, no evidence of heart failure or embolic events, no perivalvular extension on imaging, reliable venous access (PICC), caregiver availability, and close outpatient follow-up. IVDU patients require individualized assessment — ongoing drug use creates high relapse risk and limits OPAT candidacy.


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9. Surgical Indications

Approximately 40–50% of IE patients require cardiac surgery during their index hospitalization. Surgery aims to remove infected material, debride perivalvular tissue, and repair or replace the damaged valve. The timing of surgery — urgent, early, or elective — reflects the urgency of the underlying indication and must be balanced against surgical risk, neurological stability, and the likelihood of persistent infection despite antibiotics.

Urgent Surgery (within 24–72 hours, emergency)

Early Surgery (within 1 week)

Elective Surgery

Surgery After Stroke

The coexistence of stroke and the need for cardiac surgery represents one of the most challenging management dilemmas in IE. Cardiac surgery requires anticoagulation and cardiopulmonary bypass, which risk extending hemorrhagic transformation of an ischemic stroke or converting it to hemorrhagic. Current evidence and expert consensus support the following approach:

Prosthetic Valve Endocarditis — Surgery Threshold

The threshold for surgery is lower in PVE than in native valve IE. Nearly all cases of early PVE with perivalvular extension, hemodynamic instability, or persistent bacteremia will require surgical re-do valve replacement. Late PVE with susceptible organisms and no perivalvular extension may be treated with antibiotics alone in selected cases, with close follow-up echocardiography.


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10. Prevention and Antibiotic Prophylaxis

Antibiotic prophylaxis before dental procedures was once recommended for a broad range of cardiac conditions. The AHA 2007 revised guidelines (updated 2020) dramatically narrowed these indications after systematic review found no compelling evidence that prophylaxis prevents IE in most patients, and recognized that the absolute risk of IE from individual dental procedures is very low even in high-risk patients, while the cumulative risk of antibiotic-related adverse effects (including Clostridium difficile colitis and anaphylaxis) in a broadly prophylaxed population may exceed the benefit. The core principle is now: reserve prophylaxis for patients in whom IE would produce devastating or life-threatening consequences.

Cardiac Conditions Where Prophylaxis IS Recommended

Notably excluded: MVP without regurgitation, bicuspid aortic valve without significant dysfunction, and rheumatic heart disease (unless meeting one of the above criteria). These conditions, while increasing IE risk, do not meet the high-risk threshold where prophylaxis benefit is believed to outweigh risk.

Dental Procedures Where Prophylaxis IS Recommended (in High-Risk Cardiac Conditions)

Prophylaxis is NOT required for: routine anesthetic injections through non-infected tissue, dental X-rays, placement or adjustment of removable prosthodontic or orthodontic appliances, bleeding from trauma to the lips or oral mucosa, or shedding of deciduous teeth.

Prophylaxis Regimens

Non-Dental Procedures

IE prophylaxis is not recommended for gastrointestinal or genitourinary procedures (colonoscopy, cystoscopy) solely to prevent IE, even in high-risk cardiac patients. If a patient is already receiving antibiotic therapy for a GI or GU infection at the time of a procedure, it is reasonable to select an agent with activity against enterococci.

Non-Pharmacological Prevention

These measures reduce baseline IE risk far more than prophylaxis:


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11. Prognosis

Infective endocarditis remains a disease with substantial short- and long-term mortality despite advances in antibiotics, echocardiography, and surgical technique. Overall in-hospital mortality is 15–20%, but varies enormously by organism, valve type, complications, and patient characteristics.

Organism-Specific Outcomes

Valve-Type and Structural Factors

Predictors of Poor Outcome

The following variables are independently associated with increased in-hospital or 1-year mortality:

Long-Term Outcomes

Among 1-year survivors, the majority have residual valvular dysfunction requiring ongoing follow-up. Key long-term considerations:


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12. Research Papers

  1. Habib G et al. 2015 ESC Guidelines for the management of infective endocarditis. Eur Heart J. 2015;36(44):3075–3128.
  2. Baddour LM et al. Infective Endocarditis in Adults: Diagnosis, Antimicrobial Therapy, and Management of Complications. Circulation. 2015;132(15):1435–1486.
  3. Delgado V et al. 2023 ESC Guidelines for the management of endocarditis. Eur Heart J. 2023;44(39):3948–4042.
  4. Cahill TJ et al. Infective endocarditis. Lancet. 2016;387(10021):882–893.
  5. Pettersson GB et al. Successful management of infective endocarditis. J Thorac Cardiovasc Surg. 2020;160(1):198–207.
  6. Li JS et al. Proposed modifications to the Duke criteria for the diagnosis of infective endocarditis. Clin Infect Dis. 2000;30(4):633–638.
  7. Thuny F et al. Management of infective endocarditis: challenges and perspectives. Lancet. 2012;379(9819):965–975.
  8. Naber CK et al. Role of surgery in infective endocarditis. Curr Infect Dis Rep. 2012;14(3):318–325.
  9. Ferreira JP et al. Tricuspid valve infective endocarditis. J Am Coll Cardiol. 2017;70(22):2725–2737.
  10. Wilson WR et al. Prevention of infective endocarditis. Circulation. 2007;116(15):1736–1754.
  11. Mestres CA et al. Endocarditis team and a multidisciplinary approach. Ann Cardiothorac Surg. 2019;8(6):603–606.
  12. Murdoch DR et al. Clinical presentation, etiology, and outcome of infective endocarditis in the 21st century. Arch Intern Med. 2009;169(5):463–473.

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Connections

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