Osteoarthritis

Osteoarthritis — scientific infographic poster
🦿 Interactive Visualization How a Joint Works (and What Goes Wrong in Arthritis) Bend a healthy joint gliding on smooth cartilage — then wear the cushion away, watch bone grind on bone and spurs form, and see what actually helps. Launch →

Table of Contents

  1. Overview
  2. Epidemiology
  3. Pathophysiology
  4. Etiology and Risk Factors
  5. Clinical Presentation
  6. Diagnosis
  7. Treatment
  8. Complications
  9. Prognosis
  10. Prevention
  11. Recent Research and Advances
  12. Key Research Papers
  13. Connections
  14. Featured Videos

1. Overview

Osteoarthritis (OA) is the most common joint disease. A 2021 JAMA review estimated that it affects more than 240 million people worldwide, including more than 32 million in the United States, and called it the most frequent reason for activity limitation in adults (Katz 2021). Aching knees on stairs, hips that stiffen after sitting, and pain at the base of the thumb are typical ways it shows itself.

For decades, osteoarthritis was described as simple "wear and tear". Reviews of the joint biology describe that label as a misnomer: osteoarthritis is abnormal remodeling of joint tissues driven by inflammatory mediators within the joint, and its pathological changes involve the cartilage, the bone underneath it (subchondral bone), the joint lining (synovium), the ligaments, the menisci, the joint capsule, and the surrounding muscles, nerves and fat pads — which is why researchers call it a disease of the joint as an organ (Loeser 2012; Katz 2021).

The distinction matters because "wear and tear" implies that using a joint makes things worse. The guideline evidence points the other way: the 2019 American College of Rheumatology/Arthritis Foundation guideline strongly recommends exercise for knee, hip and hand osteoarthritis, and strongly recommends weight loss for knee and hip osteoarthritis in people who are overweight or obese (Kolasinski 2020); the OARSI 2019 guideline lists education and structured land-based exercise, with or without dietary weight management, as core treatments for knee OA (Bannuru 2019). In a meta-analysis of running studies, recreational runners had a lower occurrence of hip and knee osteoarthritis than sedentary controls (Alentorn-Geli 2017).

Osteoarthritis is different from rheumatoid arthritis (RA), a chronic inflammatory joint disease that can cause cartilage and bone damage (Smolen 2016). The two are often confused — this article points out the distinctions along the way. For a comparison of all the major arthritis types, see the Arthritis overview.

2. Epidemiology

Osteoarthritis is extraordinarily common, and the number of people living with it is rising:

The GBD authors expect the demand on health systems, including joint replacements, to rise in all regions as populations grow and age (GBD 2021 Osteoarthritis Collaborators 2023).

3. Pathophysiology

The ends of the bones in a joint are capped with articular cartilage, a tissue maintained by cells called chondrocytes within a matrix that includes type II collagen and the proteoglycan aggrecan. In normal adult cartilage at rest, chondrocytes are quiescent and there is very little turnover of the matrix (Loeser 2012).

In osteoarthritis, several things happen at once — this is why researchers call it a whole-joint disease (Loeser 2012):

  1. Cartilage breakdown. The earliest changes appear at the joint surface where mechanical forces, especially shear stress, are greatest. Chondrocytes become "activated" — proliferating, forming clusters and producing both matrix proteins and matrix-degrading enzymes. In early osteoarthritis, MMP-3 and the aggrecanase ADAMTS-5 degrade aggrecan; collagenases follow, in particular MMP-13, which is highly efficient at degrading type II collagen. Once the collagen network is degraded, the review states, a state appears to be reached that cannot be reversed (Loeser 2012).
  2. The subchondral bone remodels. The bone beneath the cartilage thickens, osteophytes (bony spurs) form, and MRI shows bone marrow lesions that likely reflect remodeling of microdamage (Loeser 2012). In a study of 401 people with knee osteoarthritis, bone marrow lesions were found in 77.5% of those with painful knees versus 30% of those without knee pain, though among people with pain the lesions were not associated with pain severity (Felson 2001).
  3. The synovium becomes inflamed. Synovial inflammatory infiltrates are found in many osteoarthritis patients, generally of lower grade than in rheumatoid arthritis; synovitis occurs even in early disease and becomes more prevalent with advancing stage. The most-studied inflammatory mediators, interleukin-1β and TNF-α, can suppress matrix synthesis and promote cartilage breakdown, but attempts to block them in patients have shown only minimal symptomatic benefit (Loeser 2012).
  4. The whole organ is affected. Ligaments and, in the knee, the menisci degenerate, the joint capsule thickens, and periarticular muscles, nerves, bursae and fat pads can change (Loeser 2012).
  5. The nervous system can become sensitized. A systematic review of 36 studies concluded that, although peripheral mechanisms are involved in osteoarthritis pain, hypersensitivity of the central nervous system (central sensitization) plays a significant role in a subgroup of patients (Lluch 2014). This helps explain why pain and X-ray findings often do not match, and why duloxetine, a drug acting on the nervous system, has been studied in osteoarthritis (see Treatment).

Aging also changes cartilage: advanced glycation end-products accumulate and make it more "brittle", and chondrocytes with features of the senescence-associated secretory phenotype produce more cytokines, chemokines and MMPs (Loeser 2012).

4. Etiology and Risk Factors

The most common risk factors for osteoarthritis are age, sex, prior joint injury, obesity, genetic predisposition, and mechanical factors including malalignment and abnormal joint shape (Loeser 2012):

5. Clinical Presentation

Osteoarthritis typically causes joint pain, stiffness, functional limitation and loss of valued activities such as walking for exercise (Katz 2021). The UK NICE guideline describes the typical picture as activity-related joint pain with either no morning joint stiffness or morning stiffness lasting no longer than 30 minutes (NICE NG226). Other common features include:

Typical joint patterns

Osteoarthritis vs. rheumatoid arthritis

The distinction matters because the treatments differ. Rheumatoid arthritis is a chronic inflammatory joint disease in which early diagnosis is described as key to treatment success; autoantibodies and high disease activity are risk factors for poor outcomes (Smolen 2016). The synovial inflammation of osteoarthritis is generally of lower grade than in rheumatoid arthritis (Loeser 2012). NICE lists prolonged morning joint stiffness, rapid worsening, deformity and a hot swollen joint among the "atypical features" that point away from a straightforward osteoarthritis diagnosis and toward imaging or an alternative diagnosis (NICE NG226). The Rheumatoid Arthritis page covers that disease in detail.

6. Diagnosis

Osteoarthritis is a clinical diagnosis. NICE recommends diagnosing it clinically, without imaging, in people who are 45 or over, have activity-related joint pain, and have either no morning joint-related stiffness or stiffness lasting no longer than 30 minutes; the guideline recommends against routine imaging unless there are atypical features or features suggesting an alternative or additional diagnosis (NICE NG226). A 2019 Lancet seminar describes the diagnosis of osteoarthritis as clinically based despite the widespread overuse of imaging (Hunter 2019).

X-rays and the Kellgren-Lawrence grades

When X-rays are taken, osteoarthritis is commonly graded on the Kellgren-Lawrence (KL) scale, proposed in 1957 (Kellgren 1957; Kohn 2016). The grade descriptions as summarized in a 2016 review (Kohn 2016):

  1. Grade 0 — none.
  2. Grade 1 — doubtful narrowing of the joint space with possible osteophyte formation.
  3. Grade 2 — possible narrowing of the joint space with definite osteophyte formation. (Grade 2 and above is the usual threshold for "radiographic OA".)
  4. Grade 3 — definite narrowing of the joint space, moderate osteophyte formation, some sclerosis, and possible deformity of the bone ends.
  5. Grade 4 — large osteophytes, severe narrowing of the joint space with marked sclerosis, and definite deformity of the bone ends.

X-rays and symptoms often don't match

A systematic review of population studies found that among people with knee pain, the proportion with radiographic knee osteoarthritis ranged from 15% to 76%, and among people with radiographic knee osteoarthritis, the proportion with pain ranged from 15% to 81%. The authors concluded that knee X-ray results should not be used in isolation when assessing individual patients with knee pain (Bedson 2008). Pain can arise from structures plain X-rays do not show, such as bone marrow lesions (Felson 2001) and nervous-system sensitization (Lluch 2014).

Other tests

7. Treatment

No drug is approved that regrows cartilage or halts osteoarthritis. The guidelines summarized below — the 2019 American College of Rheumatology/Arthritis Foundation guideline (Kolasinski 2020), the OARSI 2019 guideline (Bannuru 2019) and the UK NICE guideline NG226 — place exercise, weight management and education at the centre, with medicines and injections as additions. Decisions about any treatment belong with a clinician; the ACR guideline itself stresses shared decision-making that accounts for each patient's values, preferences and comorbidities (Kolasinski 2020).

7.1 Exercise — first-line in every guideline

7.2 Weight loss

The IDEA trial (Messier 2013) randomized 454 overweight and obese adults aged 55 and over with knee osteoarthritis to intensive diet plus exercise, diet alone, or exercise alone for 18 months. Mean weight loss was 10.6 kg (11.4%) with diet plus exercise, 8.9 kg (9.5%) with diet, and 1.8 kg (2.0%) with exercise. The diet group had lower knee compressive forces than the exercise group, both diet groups had lower interleukin-6 levels, and the diet-plus-exercise group had less pain and better function than both other groups. The ACR guideline describes a dose-response: a loss of 5% or more of body weight can be associated with clinical and mechanistic changes, and clinically important benefits continue to increase with losses of 5–10%, 10–20% and more than 20% (Kolasinski 2020). NICE states that any amount of weight loss is likely to be beneficial, but losing 10% of body weight is likely to be better than 5% (NICE NG226). The Obesity page covers weight-loss approaches.

7.3 Medications — what the guidelines say

7.4 Injections — what they do and don't do

7.5 Supplements — what the trials found

7.6 What did NOT work in sham-controlled and randomized surgery trials

Simple aids with guideline support: the ACR strongly recommends a cane for knee or hip osteoarthritis that substantially affects walking, stability or pain, tibiofemoral knee braces for knee osteoarthritis in people who can tolerate them, and hand orthoses for base-of-the-thumb osteoarthritis; it conditionally recommends heat or cold (thermal interventions) (Kolasinski 2020).

7.7 Joint replacement — outcomes

NICE suggests considering referral for joint replacement when joint symptoms substantially affect quality of life and non-surgical management is ineffective or unsuitable, using clinical assessment rather than numerical severity scores, and not excluding people on the basis of age, sex, smoking, comorbidities or body weight (NICE NG226). The 2021 JAMA review states that total joint replacement effectively relieves pain for people with advanced symptoms and structural damage (Katz 2021). Published outcome data:

8. Complications

9. Prognosis

There is no effective cure for osteoarthritis (GBD 2021 Osteoarthritis Collaborators 2023). Research identifies several factors linked to how it develops and progresses:

10. Prevention

11. Recent Research and Advances

Key Research Papers

Historical Background

The modern radiographic era of osteoarthritis began in 1957, when Jonas Kellgren and John Lawrence published their 0–4 X-ray grading system (Kellgren 1957; Kohn 2016). In the 1960s, total hip replacement revolutionised the management of elderly patients crippled with arthritis (Learmonth 2007); the British orthopaedic surgeon Sir John Charnley (1911–82) is best known for developing the low-friction arthroplasty, described as the first truly successful total hip replacement (Jackson 2011). More recently, research into synovitis, subchondral bone and inflammatory mediators has reframed osteoarthritis from passive "wear and tear" to abnormal remodeling of the whole joint driven by inflammatory mediators (Loeser 2012).

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PubMed Topic Searches

Live PubMed searches for current research on osteoarthritis — each link opens the latest peer-reviewed literature on that subtopic:

  1. PubMed: Osteoarthritis pathophysiology and synovitis
  2. PubMed: Exercise therapy for knee osteoarthritis (RCTs)
  3. PubMed: Weight loss and knee osteoarthritis pain
  4. PubMed: Topical NSAIDs for knee osteoarthritis
  5. PubMed: Corticosteroid injections and knee cartilage
  6. PubMed: Glucosamine and chondroitin trials
  7. PubMed: Curcumin for knee osteoarthritis
  8. PubMed: Boswellia serrata for osteoarthritis
  9. PubMed: Collagen supplementation in osteoarthritis
  10. PubMed: Knee replacement outcomes and satisfaction
  11. PubMed: Running and knee osteoarthritis risk
  12. PubMed: Disease-modifying osteoarthritis drugs (DMOADs)

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Connections

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