21

Peptic ulceration and related disorders

Introduction

Peptic ulcer disease affects the oesophagus, stomach and duodenum. The conditions share the symptom of epigastric pain and the common aetiology of mucosal inflammation associated with gastric acid–pepsin secretions. The most important aetiological factor in gastric and duodenal ulcer disease is chronic mucosal infection with the bacterium Helicobacter pylori. Peptic disorders, together with gallstone disease, are the most common causes of organic upper abdominal pain.

With highly effective pharmacological agents to block acid secretion and more reliable diagnostic, treatment and monitoring techniques such as flexible endoscopy, surgery for peptic ulcer disease has declined by over 90% in developed countries in the last 30 years. Recent antibiotic and other treatments against H. pylori result in permanent cure for many peptic ulcer disorders. Most patients with suspected peptic ulcer disease are treated by family practitioners; the rest are largely managed by gastroenterologists. Only a minority present to surgeons because of failed medical treatment. Rates of emergency complications such as perforation and haemorrhage have remained relatively static but peptic pyloric stenosis has markedly declined as chronic ulceration has become less common. Nevertheless, because of the diagnostic difficulties posed by upper abdominal symptoms, surgeons still manage many patients who turn out to have peptic disorders.

Pathophysiology and epidemiology of peptic disorders

Pathophysiology of peptic ulceration

Inflammation, probably initiated by H. pylori infection and sustained by the combined effect of gastric acid and pepsin on the mucosa, is probably the cause of all peptic disorders of the upper gastrointestinal tract other than reflux oesophagitis. H. pylori is a Gram-negative microaerophilic spiral bacterium which has the ability to colonise the gastric mucosa over a very long period. In many cases, infection appears to have been acquired in childhood, often with poor living conditions in early life. Normally, a dynamic balance is maintained between the inherent protective characteristics of the mucosa (the mucosal barrier) and the irritant effects of acid–pepsin secretions. The delicate balance between the two may be disrupted by diminution of mucosal resistance or excessive acid–pepsin secretion or a combination of both. The mucosal surface may become eroded by direct action of an external agent, e.g. alcohol. Whatever the aetiology, the range of pathological outcomes is similar and is summarised in Figure 21.1.

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Fig. 21.1 Pathogenesis of peptic ulceration and its possible outcomes
Note that pain is a common factor in any active ulceration

Outcomes of breaches of the mucosal barrier

When the protective mucosal barrier is breached, the delicate underlying connective tissue is exposed to acid–pepsin attack, exciting an acute inflammatory response. If the protective balance is restored at this early stage, inflammation resolves and epithelium regenerates. Little if any residual damage will result. If the healing balance is not restored, continued acid–pepsin attack on the unprotected submucosa leads to an acute peptic ulcer. This tends to become progressively larger and deeper.

Sometimes the ulcerative process continues virtually unchecked through the full thickness of the gut wall. The ulcer either erodes posterior tissues or perforates so that intestinal contents escape into the peritoneal cavity causing peritonitis. More often, the layer of necrotic slough and acutely inflamed underlying tissue in the ulcer base temporarily resist acid–pepsin attack. This allows granulation tissue to form which initiates the process of fibrous repair. If acid-reducing drugs are used, the ulcer may heal, leaving a small scar with normal overlying mucosa. Usually, however, a tenuous balance is established between resistance and attack, matched by an unstable equilibrium between the rates of repair and tissue destruction. A chronic peptic ulcer then results which may persist for years, its size and symptoms varying as mucosal resistance and exacerbating factors fluctuate.

If local or systemic factors change and swing the balance in favour of repair, the lesion may heal completely. On the mucosal surface, the healed ulcer site is usually puckered by scar contraction in the muscular wall. If scarring occurs in a narrow part of the tract, e.g. the pyloric region, the lumen may stricture, and subsequent acute mucosal inflammation and swelling may precipitate gastric outlet obstruction. If healing does not occur, a chronic ulcer may slowly enlarge and deepen. Continual bleeding from the ulcer may cause chronic anaemia. Ulceration posteriorly may erode into the gastroduodenal artery causing acute major haemorrhage; if the ulcer lies on the anterior wall, it may perforate into the peritoneal cavity.

Epidemiology and aetiology of peptic ulcer disease

The size of the problem

Chronic peptic ulcer disease is very common in developed countries, affecting around 10% of the population at some time in their lives. The incidence of duodenal ulcer has been falling over the last 30 years, probably because of improved living conditions, reduced smoking and good medical therapy. The incidence of gastric ulcer is probably constant, although increasing numbers of cases are revealed as a result of NSAID-provoked haemorrhage.

Peptic ulceration is less common in developing rural communities, despite a high incidence of H. pylori gastroduodenal infection. This implies that environmental factors associated with Western life are additional aetiological factors in the disease.

Sites of peptic ulceration (see Fig. 21.2)

Stomach and duodenum: The most common sites for chronic peptic ulcers are in the first part of the duodenum (the duodenal bulb) or the gastric antrum, particularly along the lesser curve. A chronic stomal ulcer may also appear at the margin of a surgically created communication between stomach and intestine (gastroenterostomy).

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Fig. 21.2 Surgical anatomy of stomach and duodenum showing common sites of peptic ulceration
Acid secretion by the gastric mucosa is controlled by two mechanisms: (a) the vagus nerve stimulates acid secretion by the parietal cells (cholinergic stimulation) and (b) gastrin (produced by the APUD cells in the antrum) promotes secretion of acid and pepsin by the parietal and peptic cells of the fundus and body. The second is mediated via H2-receptors. (1) Marks the common site for duodenal ulcers which may be anterior or posterior; (2) the common site of lesser curve gastric ulcers; and (3) the site of pyloric channel ulcers

In the rare ZollingerEllison syndrome, a gastrin-secreting tumour of pancreatic origin over-stimulates acid–pepsin production and causes severe and widespread peptic ulceration. The ulcers commonly involve stomach and duodenum and extend into the second part of the duodenum or even further distally.

Oesophagus: Peptic inflammation and superficial ulceration may involve the lower oesophagus. It is almost always secondary to acid–pepsin reflux, and is often associated with hiatus hernia. H. pylori infection (see below) is probably not an important factor here. Reflux causes intermittent destruction of the lower oesophageal mucosa by acid or bile (or both), causing linear ulceration and prompting vigorous attempts at healing. One outcome is replacement of the normal squamous epithelium with metaplastic columnar mucosa. This is known as Barrett's oesophagus and is one of the few known predisposing factors for adenocarcinoma of the lower oesophagus, a condition that has increased by 70% over the last 25 years (see Ch. 22, p. 311). Chronic peptic ulcers, similar to gastroduodenal ulcers, may also develop at the lower end of the oesophagus.

Aetiological factors in peptic disease

H. pylori infection: The importance of H. pylori infection as the main initiating factor in peptic ulceration has finally been universally accepted following the pioneering work of Dr Barry J. Marshall and Dr J. Robin Warren in Perth, Australia in the early 1980s. In a dramatic demonstration of Koch's postulates, Marshall produced a duodenal ulcer in himself a few days after ingesting cultured H. pylori. The ulcer proved to be H. pylori-positive on biopsy and was cured by anti-Helicobacter antibiotic therapy. The pair won the Nobel Prize in Physiology or Medicine for 2005 for their discovery of the bacterium and its role in gastritis and peptic ulcer disease. Before their work, it had been believed that microorganisms could not live in the highly acid environment of the normal stomach. However, gastric biopsies had frequently shown intramucosal bacteria, which they were eventually able to culture in vitro. These spiral-shaped organisms appear able to penetrate protective surface mucus and then accumulate in the region of intercellular junctions. There they may excite inflammation, stimulating excess acid–pepsin production or compromising normal protective mechanisms.

The jigsaw began to fit together when it was found that peptic ulcers could regularly be successfully treated with a combination of bismuth and antibiotics. Later work showed that H. pylori infection in duodenal ulcer patients was associated with a six-fold increase in gastric acid production which remitted when the infection was eliminated. There is now evidence that H. pylori is sometimes carcinogenic, initiating certain types of gastric lymphoma and some cases of gastric cancer. The broad picture is now evident: H. pylori causes a chronic infection with complications that include gastric and duodenal ulcer, gastric mucosa-associated lymphoma and gastric cancer. Only a small percentage of patients with duodenal or gastric ulcers are H. pylori negative. Tests for H. pylori infection include stool antigen tests, serum anti-H. pylori IgG and hydrogen breath tests. However, the most reliable method of diagnosis is endoscopic biopsies with immediate testing for urease produced by the organism (see below, Fig. 21.7) and histological examination of biopsy specimens.

Further details of this fascinating story remain to be worked out; for example, why not all patients with H. pylori infection develop upper gastrointestinal lesions, and why not all patients with certain gastric cancers have been exposed to H. pylori. There is even speculation that elimination of H. pylori may predispose some patients to gastric cancer.

Acid–pepsin production: Parietal cells secrete acid in direct or indirect response to acetylcholine, gastrin and histamine. It is likely that the common mediator is histamine via H2-receptors. The final common pathway for hydrogen ion secretion is via activation of a specific enzyme, H+/K+ ATPase, which exchanges hydrogen ions generated in the parietal cell for potassium ions in the gastric lumen using a mechanism known as the proton pump. In duodenal ulceration, the fundamental abnormality appears to be excessive production of acid–pepsin by the stomach, both basal (i.e. overnight) and stimulated. This may be a defensive response to H. pylori infection.

In patients with gastric ulcers, measured acid secretion is either normal or low, and the essential problem seems to be diminished resistance to acid–pepsin attack, probably related to the quantity or quality of mucus produced. Nevertheless, reduction of acid production by medical or surgical means is effective in healing gastric ulcers.

Mucosal resistance: There are several mechanisms which protect the upper gastrointestinal mucosa against autodigestion. Somatostatin and COX1 induced prostaglandins are inhibitors of parietal cell secretion and the latter have other cytoprotective properties. Two forms of mucus, soluble and insoluble, are secreted continuously by gastric and duodenal mucosa; they contain bicarbonate and together maintain the cell surface pH at neutrality.

Non-steroidal anti-inflammatory drugs (NSAIDs) prescribed for arthritic disorders are commonly identified as the causative factor for acute presentations of peptic ulceration. NSAIDs probably have their greatest effect systemically rather than locally, via their blocking effects on prostaglandin production. Indeed, in elderly patients presenting with upper gastrointestinal bleeding or perforation, ulceration may occur after only a few NSAID tablets have been taken or at any time during their use. This risk is not diminished by enteric-coated preparations, nor by administration by routes other than orally, e.g. as suppositories. The risk of NSAID-induced ulceration increases steeply in later life. All NSAIDs have been incriminated and their power to provoke peptic ulceration is in direct proportion to their effectiveness at relieving arthritic symptoms. A history of ‘indigestion’ in patients taking NSAIDs must be taken seriously.

Other mucosal irritants: Aspirin and other NSAIDs are known to induce acute mucosal inflammation directly (acute gastritis). In a susceptible individual, inflammation may persist, resulting in chronic ulceration. Prolonged heavy alcohol intake is also a recognised risk factor. The junction between parietal and antral cells on the lesser curvature of the stomach has been noted to be particularly vulnerable to gastric ulceration, although the reason is not understood. Cigarette smoking is twice as common in patients with chronic peptic ulcer disease as in the general population. Its pathogenic role is attributed to increased vagal activity, and its effect on producing relative gastric mucosal ischaemia. Ceasing smoking greatly assists in the healing of peptic ulcers.

Investigation and clinical features of peptic disorders

Investigation of suspected peptic ulcer disease

The diagnosis and management of peptic disorders relies mainly on flexible endoscopy, which revolutionised the process after its introduction in the late 1960s. Barium meal contrast radiography has largely been superseded by endoscopy.

Endoscopy

Oesophago-gastro-duodenoscopy, also known as OGD or gastroscopy, involves visual examination of the mucosa using a steerable, flexible endoscope. Gastroscopy enables direct and comprehensive examination of the whole of the upper gastrointestinal tract prone to peptic ulcer disease.

In peptic ulcer disease, gastroscopy has definite advantages over contrast radiography, which by its nature can only demonstrate substantial structural abnormalities and then only as two-dimensional images. Benign gastric or oesophageal ulceration can be reliably distinguished from malignancy if endoscopic biopsies are taken from several places around the ulcer edge. In patients with peptic disorders, biopsies of distal gastric mucosa are now taken routinely to investigate H. pylori infection.

In acute upper gastrointestinal haemorrhage, gastroscopy is almost mandatory, as described in Chapter 19. Gastroscopy can identify the site of the bleeding and is particularly useful if gastro-oesophageal varices are suspected to be the source of bleeding but are found not to be. Gastroscopy also allows recognition of features which can help stratify patients into low or high risk of rebleeding and it provides an important means of treating bleeding sites by injection of vasoconstrictors or sclerosants.

Contrast radiology

Contrast radiography of the upper gastrointestinal tract is used largely to determine swallowing function, to define anatomy, particularly with large hiatus hernias, and to give an idea of the effectiveness of gastric emptying. It involves the patient swallowing barium suspension (barium meal). During the investigation, the patient is tilted and rolled in various directions to demonstrate the whole region of interest. Effervescent tablets are given to produce gaseous distension of the stomach and duodenum and spread the contrast in a thin, even layer over the mucosal surface. This standard double contrast technique improves the imaging of mucosal detail.

Presenting features of peptic ulcer disease

The various ways in which peptic inflammation affects the oesophagus, stomach and duodenum are summarised in Table 21.1.

Table 21.1

Clinical consequences of peptic ulcer disease in different anatomical sites

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Epigastric pain (usually described as ‘boring’, ‘gnawing’ or ‘burning’) is the principal presenting symptom and is common to peptic disorders whatever the site. Pain is often accompanied by other forms of discomfort, often described by the patient as ‘indigestion’ or ‘dyspepsia’. A more specific description may suggest particular diagnostic entities. Retrosternal pain (‘heartburn’) and bitter regurgitation (‘waterbrash’) suggests reflux oesophagitis. Nausea or vomiting, anorexia (loss of appetite) and abdominal fullness or bloating are common in gastric ulcer and pyloric stenosis, but may also occur in a variety of other upper gastrointestinal disorders, e.g. gallstone disease and irritable bowel syndrome.

The relationship of symptoms to food intake may help to distinguish gastric from duodenal ulceration; gastric ulcer pain is typically exacerbated by food and duodenal ulcer pain relieved by it.

Peptic ulcers may be virtually asymptomatic, particularly those caused by NSAIDs. Diagnosis may then only occur on acute presentation with bleeding or perforation or on investigation of iron deficiency anaemia.

Non-acute presentations of peptic ulcer disease

Peptic disorders of the oesophagus

All peptic disorders of the oesophagus are associated with reflux of gastric contents. These disorders range from mild reversible inflammation, through moderate acute inflammation with superficial ulceration (reflux oesophagitis), to severe persistent inflammation which may lead to fibrotic scarring and stenosis (see Fig. 21.3) and sometimes chronic peptic ulceration. In many patients, reflux is associated with hiatus hernia (see Ch. 22).

On gastroscopy, reflux oesophagitis is characterised by mucosal reddening and, in more severe cases, by typical linear superficial ulceration (see Fig. 21.4). Peptic strictures occur in the distal oesophagus and are usually located just above the oesophago-gastric junction, which itself often lies above the diaphragm because of inflammatory shortening of the oesophagus. The normal oesophago-gastric junction is about 40 cm from the incisor teeth when seen on endoscopy. Specialised intestinal metaplasia, dysplasia and carcinoma must be excluded by biopsies because the visual appearances may not be characteristic. Occasionally, a deep chronic ulcer occurs in the lower oesophagus; this looks and behaves like an often linear gastric or duodenal ulcer. When squamous oesophageal epithelium is repeatedly damaged by reflux, it may be replaced by metaplastic columnar epithelium. This is known as Barrett's oesophagus and there is strong evidence that it predisposes to malignant change. If found, it should be biopsied to exclude dysplasia. When dysplasia is severe, there is about a 1% annual risk of malignant change and endoscopic resection or surgery is necessary. Standard protocols are usually employed for surveillance of Barrett's oesophagus with repeated endoscopy every 2–3 years.

Peptic disorders of the stomach

Peptic disorders of the stomach range from mild inflammation (gastritis) to chronic gastric ulcers and most often occur in the antral region and along the lesser curve beyond the incisura.

Chronic gastric ulcers must be distinguished from malignant ulcers. The site may aid recognition of a benign ulcer, but carcinoma may occur in any part of the stomach, with the region of the gastro-oesophageal junction now the most common. Malignancy can only be excluded by histological examination of multiple representative biopsies taken from around the ulcer circumference (not the base). In most cases, carcinoma probably arises de novo but occasionally a benign ulcer may undergo malignant transformation.

Gastritis: Gastritis appears as widespread reddening of the mucosa. If biliary reflux from the duodenum into the stomach is evident, the condition is sometimes referred to as ‘biliary gastritis’ on the assumption that it is caused by the irritant effect of biliary and pancreatic secretions. Acute gastritis, often caused by alcohol (chronic alcoholism or single alcoholic binges) or aspirin/NSAID ingestion, can cause symptoms of sufficient severity to warrant gastroscopy. The mucosa often exhibits patchy shallow ulceration (erosive gastritis) and is friable and easily traumatised, causing bleeding.

Stress ulcers: Acute ‘stress’ ulcers are single or multiple small discrete superficial lesions that may develop rapidly in seriously ill patients, often in intensive care units. The condition may be a complication of extensive burns, systemic sepsis (possibly via visceral hypoperfusion), multiple trauma, major head injuries, uraemia or terminal illness. Stress ulcers typically present with haemorrhage (haemorrhagic gastritis), which is sometimes catastrophic, and occasionally with perforation. There is minimal mucosal inflammation around the ulcers and the aetiology may be primarily mucosal ischaemia rather than peptic. The risk of this life-threatening complication can be minimised in vulnerable patients by prophylactic treatment with proton pump inhibitors.

Chronic gastric ulceration: Chronic gastric ulcers vary greatly in size but the majority are small (less than 2 cm in diameter). Giant ulcers (up to 10 cm) are occasionally seen in the elderly; if posteriorly situated, they may erode through the stomach wall, obliterating the lesser sac and adhering to the surface of the pancreas. In these cases, the ulcer base or floor is composed of pancreatic tissue and erosion may cause catastrophic haemorrhage.

Benign gastric ulcers are typically regular in outline with a base consisting of white fibrinous slough. The ulcer gives the impression of having been punched out of the gastric wall, and there is no heaping-up of the mucosal margin as seen in malignant ulcers. The surrounding mucosa is surprisingly normal, although there may be radiating folds resulting from chronic fibrotic contractures. The typical endoscopic appearance of a gastric ulcer is shown in Figure 21.5a.

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Fig. 21.5 Peptic ulcers
(a) Lesser curve benign gastric ulcer as seen through a gastroscope. At the original examination, the ulcer could be viewed from several directions and biopsies taken of the edge to exclude malignancy. (b) Photograph taken at emergency laparotomy for bleeding duodenal ulcer. The pylorus has been opened longitudinally and a deep chronic posterior ulcer crater is identified (arrowed). Thrombus T overlying an eroded artery is visible. A bleeding artery in the ulcer crater was under-run with sutures to arrest the haemorrhage

Case History

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Fig. 21.3 Peptic stricture of the oesophagus
(a) A barium swallow in a 60-year-old woman who complained of burning retrosternal pain when lying flat (present for several years) and the recent onset of pain and difficulty when swallowing solid foods. The X-rays show the lower end of the oesophagus O and stomach St, part of which lies above the level of the diaphragm (position arrowed), forming a sliding hiatus hernia H. There is a tight stenosis in the last 2 cm of the oesophagus due to a peptic stricture S. (b) At greater magnification, barium can be seen filling the crater of a chronic peptic ulcer U immediately above the stricture

Peptic disorders of the stomach typically cause severe, often disabling, epigastric pain which tends to be exacerbated by food, especially if acidic or spicy. The pain may be so severe that patients lose weight and develop a fear of food. Symptoms tend to persist for weeks or months, fluctuating in intensity and then disappearing completely, only to recur weeks or months later. Symptoms are a poor guide to disease activity or response to treatment. Indeed, major ulcers may be silent. Both can be monitored only by repeated gastroscopy until healing. A rare complication of peptic disease is perforation of a gastric ulcer into the transverse colon. The resulting gastro-colic fistula causes true faecal vomiting.

Peptic disorders of the duodenum

Duodenitis: Duodenitis, a non-ulcerative form of duodenal inflammation, has a similar endoscopic appearance to gastritis. It is commonly discovered in patients suspected of having duodenal ulceration, and probably represents a mild form of peptic disease.

Case History

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Fig. 21.4 Reflux oesophagitis
Gastroscopic view of the lower end of the oesophagus in a woman of 62 with a long history of reflux. Note the patchy ulceration U and the irregular fibrotic cardia caused by recurrent ulceration and attempts at healing. Further scarring may cause stricture formation

Chronic duodenal ulceration: Chronic duodenal ulcers almost exclusively occur in the pyloric channel and the first part of the duodenum. The latter area is known endoscopically as the ‘duodenal bulb’ and radiologically as the ‘duodenal cap’. On endoscopy, duodenal ulcers have a range of appearances similar to chronic gastric ulcers. There is usually a single ulcer but two or more ulcers at one time are common (‘kissing ulcers’ occur on opposing walls of the duodenum). Malignancy is very rare in the duodenal bulb, so biopsy of the ulcer for this purpose is seldom necessary; biopsy of the gastric antrum for confirmation of H. pylori infections is, however, indicated. The endoscopic characteristics of a duodenal ulcer are shown in Figure 21.6.

Duodenal ulcer symptoms follow the same general pattern as gastric ulcer but with important exceptions. The pain tends to appear several hours after a meal (‘hunger pain’) and is relieved by eating. A typical history includes episodic early morning waking (often around 2 a.m.) with epigastric pain; this pain is relieved by drinking milk and eating bland foods. Consequently, undiagnosed patients tend to gain weight from the increased intake of food and milk. This is in contrast to the weight loss often associated with gastric ulcer. Symptoms in duodenal ulcer are more useful as a guide to disease activity and response to treatment than in gastric ulcer.

Management of chronic peptic ulcer disease

Both the nature and the management of peptic ulcer disease have undergone extraordinary changes over the past four decades. Back then, medical management was relatively ineffective and was largely confined to simple antacid drugs, bland diets and bed rest. The only definitive treatment was major surgery and it was widely employed, often after a long period of chronic symptoms. Surgery was deferred as long as possible in the hope of spontaneous remission, and patients often had to ‘earn’ their operations by years of suffering! Partial gastrectomy offered the best cure rate and was thus the most common operation despite its mortality of 2–10% and its serious long-term complication rate. Later, various versions of surgical vagotomy were shown to be almost equally effective, but with fewer complications.

The principles of modern management of peptic disorders are summarised in Box 21.1.

Box 21.1   Principles of management of peptic disorders

Control of predisposing or aggravating causes

• Modify diet, reduce alcohol intake, cease smoking, avoid irritant and ulcer-provoking drugs (aspirin and other NSAIDs), avoid stress, reduce oesophageal reflux by losing weight and attention to posture

Elimination of proven H. pylori infection

• Combined therapy with anti-acid and antibiotic combinations

Diminishing of irritant effects of acid–pepsin

• Simple antacid drugs, alginate preparations, liquorice derivatives, bismuth preparations

Administration of mucosal protective agents

• Sucralfate

Reduction of acid secretion

• H2-receptor-blocking drugs (cimetidine, ranitidine), proton pump inhibitors (PPIs, e.g. omeprazole), surgical vagotomy (rarely employed nowadays)

Surgical removal of intractable ulcers and gastrin-secreting tissue

• Partial gastrectomy

Correction of secondary anatomical problems

• Dilatation of oesophageal strictures, operations for pyloric stenosis and hiatus hernia

Control of predisposing or aggravating causes: The patient's history may reveal adverse factors which can be easily eliminated. These are summarised at the start of Box 21.1. Radical dietary modification is unnecessary; patients should merely be advised to avoid food which they find aggravates the symptoms. Spicy or acidic foods are often blamed.

Case History

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Fig. 21.6 Duodenal ulceration
Endoscopic view of lesser curve gastric ulcer. This ulcer has probably only been present for about 4 months. It does not show surrounding scarring and distortion of the gastric wall that would be characteristic of longstanding ulcers

Aspirin and other NSAIDs should be avoided, although this is often difficult in patients with arthritic disorders. The ulcerogenic effect of these drugs is directly proportional to their effectiveness and relates largely to their systemic anti-cyclooxygenase (COX1) activity, an agent protective of gastro-duodenal mucosa. There is therefore little to be gained from changing drugs within the group or by using them in enteric-coated or suppository form. If NSAIDs cannot be avoided in patients with a predisposition to peptic ulceration, concurrent use of cytoprotective drugs may be indicated.

Patients with oesophageal reflux, especially if associated with hiatus hernia, can minimise the damage by simple mechanical measures such as losing weight, elevating the head end of the bed and being aware of posture in daily activities.

Elimination of proven H. pylori infection: Once H. pylori has been confirmed, treatment involves a course of acid inhibition combined with antibiotic treatment. Eradication usually produces long-term ulcer remission, and H. pylori reinfection is rare. A triple regimen including a proton pump inhibitor (e.g. omeprazole) and two antibiotics (clarithromycin plus either amoxicillin or metronidazole) given for 1 week eliminates Helicobacter in over 90% of cases, although increasingly strains of H. pylori are demonstrating antibiotic resistance and local antibiotic protocols should be followed. Longer courses give potentially higher elimination rates but produce more side-effects and lower compliance. Confirmation of eradication can be achieved by re-endoscopy and rapid urease testing (Fig. 21.7), or by breath testing.

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Fig. 21.7 Proprietary urease testing kit for H. pylori
Biopsies of gastric or duodenal mucosa are placed in the well and the result read after a set period. A positive result is indicated by the colour change seen here in (b)

Diminishing of irritant effects of acid–pepsin: An array of proprietary antacid preparations is available over the counter and on prescription. When used assiduously, they promote ulcer healing almost as effectively as any other drug, although more slowly. They all utilise a few main active ingredients. Sodium bicarbonate offers rapid but temporary relief of symptoms, while magnesium trisilicate or aluminium hydroxide promotes ulcer healing. Some of these agents, however, interfere with proton pump inhibitors. Colloidal bismuth compounds have been in use for many years. They have an antacid action and have been found to be active against H. pylori.

Alginate preparations form a foamy layer on the surface of gastric contents, coating the upper stomach and lower oesophagus and protecting it from oesophageal reflux.

Administration of mucosal protective agents: Sucralfate is a complex of aluminium hydroxide and sulphated sucrose that is minimally absorbed from the gastrointestinal tract. It is believed to act by binding to denuded areas of mucosa and protecting them from acid–pepsin attack. It has been shown to be as effective as H2-blockers in providing symptom relief and healing when given in the dose of 2 g twice daily. It does not interfere with other drugs and is safe in pregnancy. It is also effective for preventing stress ulcers in seriously ill patients.

Reduction of acid secretion: Acid secretion by the gastric mucosa is normally controlled by two mechanisms:

• Direct cholinergic stimulation of parietal cells mediated via the vagus nerve. This is under reflex control originating in the cerebral cortex triggered by the sight and taste of food

• Gastrin is secreted by APUD cells in the gastric antrum and promotes acid secretion via histamine released from mast cells in the vicinity of the parietal cells. The histamine receptors on the parietal cells are distinct from those elsewhere in the body and are designated as type 2 (H2) receptors; these receptors are not blocked by standard ‘antihistamine’ drugs such as chlorphenamine. Gastrin secretion is partly controlled by the vagus and partly by local (vagally independent) reflexes initiated by gastric distension and the presence of food or alcohol in the stomach

From this, two practical methods have been found to reduce acid secretion: drugs which selectively block H2-receptors or the proton pump mechanism (described earlier), and surgical division of the vagus nerve.

H2-receptor blockade and proton pump antagonists: H2-receptor blocking drugs were developed in the 1970s and were the first ‘medical’ revolution in the management of peptic disorders. Cimetidine was the first but was joined by ranitidine, which has a few minor advantages but is no more effective for healing ulcers. H2-receptor antagonists are highly effective in reducing gastric acid secretion. Symptomatic response is rapid, usually within a day or two, and healing follows within a few weeks in 70–90% of cases. Recurrence rates, however, are high even with maintenance therapy, with 50–75% of patients developing further symptoms within 2 years.

A newer group of drugs, the substituted benzimidazoles, are extremely potent and reduce acid production to near zero by direct inhibition of the proton pump. Omeprazole and other variants are now often the first line treatment for most peptic ulcer disorders. In all cases where H. pylori infection is present, the use of these drugs must be combined with eradication antibiotic therapy.

Vagotomy: Vagotomy was first performed in the 1920s and popularised by Dragstedt from 1943. It gradually superseded classic partial gastrectomy as the surgical treatment of choice for chronic duodenal ulcer. The vagotomy operations illustrated in Figure 21.8 are now only of historical interest. The simplest involved dividing the anterior and posterior vagal trunks close to the abdominal oesophagus just below the diaphragm (truncal vagotomy). The operation is effective in promoting ulcer healing but paralyses gastric motility and slows pyloric emptying. A surgical drainage procedure, usually pyloroplasty (‘V & P’), or less commonly gastro-jejunostomy, was therefore a necessary part of the operation.

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Fig. 21.8 The vagotomies and gastric drainage procedures (rarely performed nowadays but of historical interest)
(a) Truncal vagotomy is followed by a drainage procedure, either pyloroplasty (Heinecke–Mikulicz is illustrated) or gastro-jejunostomy. In gastro-jejunostomy an anastomosis is created to the most dependent part of the stomach; a short efferent loop of jejunum is brought up either in front of the transverse colon and sutured to the anterior wall of the stomach (antecolic), or behind the transverse colon via an incision in the mesocolon and sutured to the posterior wall of the stomach (retrocolic). (b) Highly selective vagotomy does not require a drainage procedure. Only the parietal cell mass is denervated, preserving the innervation of the pylorus and antrum plus the rest of the abdominal viscera

Attempts to reduce the gastric emptying complications of truncal vagotomy led to operations designed to preserve the innervation of the distal antrum and pylorus whilst denervating the proximal acid-secreting portion of the stomach. Highly selective vagotomy preserved the nerves of Latarjet and avoided the need for a gastric drainage procedure. Early postoperative side-effects were fewer but ulcer recurrence rates were higher than for truncal vagotomy.

Surgical removal of intractable ulcers and gastrin-secreting tissue: Partial gastrectomy was occasionally used for patients where medical management had failed to heal a benign gastric ulcer or to treat repeated recurrences. The operation had the dual role of removing the ulcer and the gastrin-secreting mucosa. The classic gastrectomy for chronic gastric ulcer was known as the Billroth I type (Billroth, 1881) and involved removing the distal two-thirds of the stomach. The gastric remnant was then anastomosed to the first part of the duodenum (see Fig. 21.9).

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Fig. 21.9 Types of partial gastrectomy formerly performed for peptic ulcer disease

The standard partial gastrectomy for duodenal ulcers was a Polya-type gastrectomy (Polya, 1911), also involving resection of the distal two-thirds of the stomach but anastomosing the cut end of the stomach to the side of a loop of proximal jejunum (gastro-jejunostomy). This is also known as a Billroth II operation. The cut end of the duodenum (duodenal stump) was closed and the ulcer left in situ to heal (see Fig. 21.9). Numerous variations on gastrectomy have been described over the years, but the essential difference is whether the gastric remnant is anastomosed to the duodenum (Billroth I-type) or to a jejunal loop (Polya-type).

In general, partial gastrectomy was highly effective in relieving symptoms and preventing recurrence of peptic disease, but long-term side-effects were a serious problem affecting 30–40% of patients.

Complications and side-effects of partial gastrectomy: The main complications of partial gastrectomy occur in the long term and may not become manifest for years (see Box 21.2). Recurrent ulceration after partial gastrectomy was rare and occurred in the gastric remnant or at the stomal margin. The usual reason was that insufficient stomach had been removed, but occasionally malignant change was responsible (3% risk over 15 years). Abnormally high acid production was another cause, sometimes due to Zollinger–Ellison syndrome or hyperparathyroidism.

Box 21.2   Side-effects of partial gastrectomy

• Inability to eat normal-sized meals due to reduced gastric capacity

• ‘Dumping’ due to rapid emptying of stomach contents—common but most patients adapt with time

• Episodic bilious vomiting due to reflux of bile into stomach via the anastomosis

• Tendency to bolus obstruction of the gastric outlet stoma

• Weight loss due to a combination of above factors and malabsorption—especially common in women

• Vitamin B12 deficiency due to loss of gastric intrinsic factor; may present as macrocytic anaemia or subacute combined degeneration of the spinal cord—potentially catastrophic, occurring many years after operation and preventable by regular vitamin B12 (hydroxycobalamin) injections

• Iron deficiency anaemia due to reduced iron absorption—common but easily prevented by taking iron tablets, e.g. once weekly

• Malignant change in gastric remnant possibly due to bacterial production of carcinogens—rare

Correction of secondary anatomical problems: The main anatomical problems secondary to peptic disease are oesophageal stricture and pyloric stenosis.

Oesophageal strictures can usually be managed by periodic dilatation and medical or surgical treatment of the underlying cause. With the patient intravenously sedated, a guide-wire is inserted across the stricture endoscopically, and then metal, plastic or balloon dilators are inserted over it. Occasionally, reflux continues to cause damage and stricturing; it may then become necessary to perform anti-reflux surgery.

Emergency presentations of peptic ulcer disease

The emergency presentations of peptic ulcer disease are acute haemorrhage, perforation and, much less commonly, pyloric stenosis. Peptic ulcer disease was responsible for much major emergency abdominal surgery until the early 1970s. Since then there has been a remarkable reduction in emergency presentations of peptic ulcer, and emergency surgery is now uncommon. This change was well under way in the West before the introduction of effective modern drug therapy and can probably be attributed to the progressive improvement in living standards after the Second World War.

Haemorrhage from a peptic ulcer

Acute bleeding from a peptic ulcer presents with haematemesis or melaena or both. Management is discussed in detail in Chapter 19.

Perforation of a peptic ulcer

Perforation of a gastric or duodenal ulcer into the peritoneal cavity causes peritonitis. Perforations of peptic ulcers occur most commonly in elderly patients taking NSAIDs and in patients consuming excess alcohol.

Duodenal ulcer perforations are two or three times more common than gastric ulcer perforations. The perforation typically occurs on the anterior surface of the duodenal bulb just beyond the pylorus. About half the patients with a peptic ulcer perforation have had recent ulcer symptoms but the other half are asymptomatic.

Gastric ulcer perforations virtually always occur in the elderly. About a third of these are due to perforation of a gastric carcinoma. Thus standard surgical treatments for gastric perforation include excision or extensive biopsy of the ulcer.

Clinical presentation of perforated peptic ulcer: Perforation of a gastric or duodenal ulcer usually presents as a sudden onset of epigastric pain, rapidly spreading to the whole abdomen. The pain is continuous and is aggravated by moving about. Paradoxically, there may be vomiting of brownish or even blood-stained fluid. On examination, the patient is in obvious pain but is not shocked or toxic.

There is generalised involuntary abdominal guarding, which in younger patients is so tense as to be described as ‘board-like rigidity’, although this may be absent in the elderly. There is also generalised abdominal tenderness but this may be difficult to detect because of guarding. After several hours, abdominal wall rigidity tends to relax although tenderness remains. Peptic ulcer perforation initially causes a chemical, as opposed to bacterial, peritonitis, unlike more distal bowel perforations. This explains the lack of general toxicity in the early stages. If untreated for more than 24 hours, secondary infection may take place and systemic signs appear.

If posterior wall gastric ulcers perforate, they leak gastric contents into the lesser sac, which tends to confine the peritonitis. These patients thus present with less marked symptoms.

Diagnosis of perforated peptic ulcer: Diagnosis of an upper gastrointestinal perforation can usually be made from the symptoms and signs alone. A plain erect radiograph of the chest often reveals gas under the diaphragm, confirming the perforation of a hollow viscus but not its origin. This radiographic evidence of perforation, however, is not always present. If perforation is suspected but the signs are equivocal, an abdominal radiograph may be taken after the patient has swallowed 25 ml of water-soluble contrast; this may confirm the leakage. Diagnostic gastroscopy is contraindicated because the stomach must be inflated during this examination and air and gastric contents would erupt into the peritoneal cavity. CT scanning is commonly used and reveals free gas within the abdomen together with free fluid, although again the origin may not be clear. Laparoscopy is increasingly used to diagnose perforated ulcers.

Surgical management of peptic perforation: Emergency surgery is indicated in nearly all cases of upper gastrointestinal perforation. The patient is first resuscitated and a nasogastric tube inserted. The operation is most commonly performed at laparotomy, but laparoscopic management of perforated duodenal ulcers is now well established with equally good results. The principles are similar in either case. At surgery, the abdomen is inspected and the diagnosis confirmed. ‘Peritoneal toilet’ is performed to remove fluid and food contaminating the peritoneal cavity. A perforated duodenal ulcer is usually obvious as a punched-out hole near the pylorus. An anterior gastric perforation is also obvious, but a posterior gastric ulcer is not visible unless the lesser sac is opened, usually along the greater curve.

In duodenal perforation, simple closure of the perforation by suturing a vascularised flap of omentum over the defect is the treatment of choice. This should be followed by Helicobacter eradication therapy as 90% of duodenal ulcers are associated with H. pylori infection.

In perforated gastric ulcer, the classic operation was Billroth I gastrectomy, including the whole ulcer in the resection. However, local excision of the ulcer and simple closure are safely employed, provided the ulcer is believed to be benign. In any case, the ulcer edge must be biopsied in several places to be certain.

Conservative management of perforated duodenal ulcer: If an elderly, unfit patient presents late with a perforated duodenal ulcer, many surgeons treat this conservatively. This involves nasogastric aspiration, intravenous fluids, gastric acid suppression and antibiotics. Many of these patients who might otherwise have succumbed with major surgery recover satisfactorily.

Pyloric stenosis

The pyloric canal and the immediate pre-pyloric area are common sites of chronic ulceration. There may be typical symptoms of chronic duodenal ulcer or the presentation may be with pyloric stenosis and a minimal history of ulcer pain. Chronic ulceration near the pylorus causes fibrosis, which may progress to stricture formation. In the early stages, this leads to partial gastric outlet obstruction. An acute exacerbation of the ulcer leads to mucosal swelling and pyloric sphincter spasm, which then precipitates complete luminal obstruction.

Case History

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Fig. 21.10 Gastric outlet obstruction
Barium meal examination in a woman of 78 who presented with a 2-week history of vomiting. She was grossly dehydrated with a hypochloraemic alkalosis. She was resuscitated and a nasogastric tube passed. This film shows huge gastric dilatation and no flow of barium beyond the pylorus. She also has incidental gallstones (GS). The obstruction proved to be due to chronic duodenal ulceration, but a diagnosis of carcinoma of the gastric antrum must be considered in such a patient

Clinical features of pyloric stenosis: These patients rarely give any history of peptic ulcer pain but tend to present with a short history (a few weeks at most) of episodic and sometimes projectile vomiting. This is unrelated to eating, and the vomitus typically contains foul-smelling semi-digested food eaten a day or more previously. It does not contain green bile. Often patients do not seek medical advice until they have become severely dehydrated with gross electrolyte disturbance.

On clinical examination, undernourishment, dehydration, constipation, weakness and weight loss may dominate the picture. Because the stomach is full of residual fluid and food, shaking the patient's abdomen from side to side produces an audible succussion splash. Gastric peristalsis may be visible in longstanding cases and a dilated stomach full of residual food may be palpable. On plain abdominal X-ray, it may be possible to see the grossly dilated stomach filled with mottled food material.

Several gastric washouts using a large-bore oral tube may be necessary to clear the gastric residue before endoscopy or barium meal is attempted.

The differential diagnosis of gastric outflow obstruction also includes carcinoma of the head of the pancreas (with or without obstructive jaundice) and, rarely, chronic pancreatitis.

Biochemical abnormalities in pyloric stenosis: The biochemical disturbances in these patients are complex and depend on the volume and composition of fluid lost by vomiting and on the body's compensatory mechanisms. Hydrogen and chloride are the principal ions lost in the vomitus. In response, the kidney conserves hydrogen ions by exchanging them for sodium ions (and some potassium ions), which are necessarily lost in the urine. The kidney also conserves chloride ions by exchanging them for bicarbonate ions. The net result may be a profound depletion of total body sodium (which is not accurately reflected in the plasma sodium level), profound hypochloraemia and profound metabolic alkalosis (hypochloraemic alkalosis). The plasma urea level is often high as a result of dehydration. Finally, the proportion of ionised calcium in the serum may fall as a result of the alkalosis, inducing tetany.

Management of pyloric stenosis: The first management priority in gastric outlet obstruction is resuscitation. Fluid and electrolyte deficiencies are corrected by infusion of physiological saline with added potassium chloride. The volume required often amounts to 10 litres or more. Rehydration will usually return the blood urea level to normal but may unmask anaemia serious enough to require blood transfusion.

Often the obstruction has a significant inflammatory element, and acid suppression and Helicobacter eradication will produce a significant clinical response. If these fail or malignancy is suspected, endoscopy should be repeated and careful balloon dilation of the stenosis may achieve the desired result. If the obstruction persists, operative treatment may then become necessary in the form of either a gastro-jejunostomy to bypass the obstruction, or more rarely a partial gastrectomy.