Context The “hygiene hypothesis” has implicated sibship as a marker
of infection load during early life and suggests that exposure or reexposure
to infections can influence the developing immune system. Viral infection
has also been implicated in the pathogenesis of multiple sclerosis (MS).
Objectives To evaluate whether exposure to infant siblings in early life is associated
with the risk of MS, and to explore the possible mechanism for any apparent
protective effect, including altered Epstein-Barr virus (EBV) infection patterns.
Design, Setting, and Patients Population-based case-control study in Tasmania, Australia, from 1999
to 2001 based on 136 cases of magnetic resonance imaging–confirmed MS
and 272 community controls, matched on sex and year of birth.
Main Outcome Measure Risk of MS by duration of contact with younger siblings aged less than
2 years in the first 6 years of life.
Results Increasing duration of contact with a younger sibling aged less than
2 years in the first 6 years of life was associated with reduced MS risk (adjusted
odds ratios [AORs]: <1 infant-year, 1.00 [reference]; 1 to <3 infant-years,
0.57 [95% confidence interval {CI}, 0.33-0.98]; 3 to <5 infant-years, 0.40
[95% CI, 0.19-0.92]; ≥5 infant-years, 0.12 [95% CI, 0.02-0.88]; test for
trend, P = .002). A history of exposure
to infant siblings was associated with a reduced IgG response to EBV among
controls. Controls with at least 1 infant-year contact had a reduced risk
of infectious mononucleosis and a reduced risk of very high composite EBV
IgG titers (AOR, 0.33; 95% CI, 0.11-0.98) compared with other controls. The
inverse association between higher infant contact and MS was independent of
EBV IgG titer.
Conclusion Higher infant sibling exposure in the first 6 years of life was associated
with a reduced risk of MS, possibly by altering childhood infection patterns
and related immune responses.
The “hygiene hypothesis” proposes that early life infections
may down-regulate allergic and autoimmune disorders.1 Having
siblings may increase the number of early life infections. In fact, lack of
contact with siblings has been associated with TH2-related
immune disorders and some TH1-related disorders.
For multiple sclerosis (MS), a TH1-related autoimmune
disease, the association with birth order has been inconsistent across studies2-4 and absent in others.5-7 However, birth order
provides clearer information on the number of older siblings, and the independent
influence of younger siblings has not been evaluated. Younger siblings may
be important because infants provide a source of common viral infections.
Reexposure to active viral infection is known to cause immune boosting with
rising IgG titers in seropositive individuals.8 Also,
repeated antigenic stimulation induces affinity maturation of the B-cell line9 and influences T-cell phenotype10 and
T-cell receptor diversity.11 This may be advantageous
if the acquisition of a highly developed immune response to putative viral
triggers is required to prevent MS development in later life.
A protective role for early life infection in the development of MS
is consistent with several features of MS, including the apparent recent increase
in incidence that has accompanied a decline in childhood infection rates over
time.1 The suggestion that MS may result from
the postponement of early life infection was first made in 1966.12 Since
then, several studies have shown MS to be associated with childhood infection
of later onset, especially Epstein-Barr virus (EBV) infection. A Danish historical
cohort reported infectious mononucleosis, a marker of late EBV infection,
to be associated with subsequent MS,13 and
2 recent cohort studies have reported strong associations between elevated
EBV IgG antibodies and subsequent MS.14,15
In addition to early life infection, other risk factors for MS have
been identified. In prospective studies, cigarette smoking has been associated
with higher MS risk16 and vitamin D supplementation
with reduced risk.17 Higher levels of sunlight
exposure have been associated with reduced MS risk, with an adjusted odds
ratio (AOR) for higher sun exposure at ages 6 to 15 years and MS in a previous
study of 0.31 (95% confidence interval [CI], 0.16-0.59).18 Sun
exposure may modify the host immune response. For example, antigen-specific
T-suppressor cells are induced by exposure to UV radiation.19
This report attempts to identify whether infant contact in early life
is associated with MS in a case-control study. Further, we explored how any
protective effect may operate in the context of previously identified factors
related to MS risk, including elevated EBV antibodies14,15 and
past sun exposure.18
The source population consisted of residents younger than 60 years in
Tasmania, Australia, with at least 1 grandparent who was born in Tasmania.18 Eligible cases had cerebral magnetic resonance imaging
abnormalities consistent with MS20 and clinically
definite MS based on neurological review.21 To
recruit cases, multiple population-based strategies were used, including information
evenings at local MS societies and letters of invitation from neurologists
to patients. Cases also participated in a genetic study that included a haplotype
analysis on the human leukocyte antigen region.22 The
136 cases in this case-control study18 were
estimated to include 76% to 92% of all eligible cases. Controls were selected
from the roll of voters for compulsory political elections. For each case,
2 control subjects were randomly selected and matched to the index case on
sex and birth year. For the 136 cases included in the study, 272 eligible
controls participated, with a response rate of 76%.18 The
project received ethics approval from the Human Research Ethics Committee
of the Royal Hobart Hospital, and written consent was obtained from cases
and controls.
Cases and controls were interviewed between March 1999 and June 2001
by 2 research assistants; detailed information is provided elsewhere.18 The standardized verbal questionnaire was designed
to investigate the contribution of environmental factors, particularly sun
exposure, on the development of MS. It included questions on number of siblings
and dates of birth, whether the sibling lived in the same house as the subject,
past sun exposure over the life course, smoking history, illness history,
whether the subject had been breastfed, and sociodemographic characteristics
such as level of education. At the end of the interview, subjects were asked
to nominate a proxy to recall aspects of the subject’s childhood by
telephone after receiving a mailed questionnaire. Overall, 84.1% (343/408)
of subjects had a proxy who participated; these were most often the subject’s
mother (70.9% [243/343]).
Skin type was determined using a spectrophotometer to assess melanin
density at the upper inner arm. Skin type was classified as “fair”
if the melanin density was less than 2%.18
Blood samples were drawn and IgG antibody titers to EBV nuclear antigen
(EBNA) and EBV capsid antigen (VCA) were determined by enzyme-linked immunosorbent
assay (PANBIO, Brisbane, Australia). The sample absorbance was divided by
the cutoff value and then multiplied by 100 to allow comparison with the prospective
reports on EBV IgG and MS.14,15 Other
enzyme-linked immunosorbent assays using a recombinant antigen have been found
to have a 3% to 14% single-parameter discrepancy for positive VCA IgG compared
with “gold standard” indirect immunofluorescence assay.23 Case and control blood samples were collected and
stored in an identical manner and analyzed in a single batch at Westmead Hospital,
Sydney, Australia. Laboratory staff members were blind to case or control
status.
To determine whether our focus on younger siblings was justified, we
first looked at risk of MS by birth order, number of siblings, number of older
siblings, and number of younger siblings.
For each subject to age 6 years, we calculated cumulative infant-years
of exposure to a younger sibling to simultaneously account for number of younger
siblings and the interbirth interval between each younger sibling and the
subject. The date of birth of the subject and each sibling was used to calculate
the number of days of infant contact, that is, the days the subject had spent
before age 6 years with a younger sibling aged less than 2 years in the same
home. The infant-days tally for each sibling of the subject was summed and
converted to years to provide cumulative total infant-years. The window of
early life to age 6 was selected because intrahousehold effects could be expected
to be stronger before the age of regular school attendance and immunomodulation
may particularly occur at this stage.24 The
infancy period of the first 2 years was selected because primary infection
with viruses that may influence the pathogenesis of MS, such as herpesviruses
and enterovirus, commonly occur in the first 2 years.25 In
addition, we calculated cumulative total sibling-years of exposure by age
6 years, regardless of sibling age. Three subjects provided only partial sibling
data.
Conditional logistic regression provided matched ORs for MS.26 We adjusted for other factors using multivariable
models. These factors included past smoking, low past sun exposure, and fair
skin type, which were associated with MS in an earlier report from this study.18 An education level of high school certificate or
higher was also adjusted for because education was associated with family
size and birth order and of borderline significance with MS. Tests of trend
of ordered categorical variables were undertaken by testing the statistical
significance of the coefficient of a linear predictor formed by assigning
consecutive integer scores to the categories in ascending order.
To account for family characteristics such as genetic predisposition
and socioeconomic status, we also compared, within case families, the MS cases
with their own siblings. We examined the likelihood of a case having any younger
siblings compared with a sibling of the case having any younger siblings using
a generalized estimating equation model with a logit link with family group
as a fixed effect.
Among cases, proportional hazards modeling was used to examine infant
contact and age of onset of MS, adjusting for skin type.18
Because UV radiation can modify host immune responses to infection,
we examined effect modification of the infant contact–MS association
by childhood sun or outdoor exposure. We tested for interaction by using the
log likelihood ratio test26 to compare the
reduction in deviance obtained by adding a product term.
Next, we examined factors related to infectious mononucleosis and elevated
EBV antibody levels among healthy controls using logistic regression.26 Cases were excluded from this analysis to remove
any alterations to EBV antibody titers as a consequence of the active disease
process or therapy. Because smoking was associated with higher EBV antibodies
and a history of having been breastfed tended to be associated with a reduced
risk of infectious mononucleosis, these factors were considered as confounders
of the association between infant contact and either infectious mononucleosis
or EBV IgG titers.
We then examined the association between a history of infectious mononucleosis
and EBV antibody titers and MS. Our analyses indicated that risk of MS for
increasing EBNA antibody concentrations rose more at higher VCA concentrations
than at lower VCA concentrations. To present results as simply as possible
but in a way that captured this feature, we divided the joint distribution
of the EBV antibodies into 4 composite categories: EBNA IgG (0-300 units)
+ VCA IgG (0-300 units); EBNA IgG (0-300 units) + VCA IgG (>300 units); EBNA
IgG (>300 units) + VCA IgG (0-300 units); and EBNA IgG (>300 units) + VCA
IgG (>300 units). To indicate the importance of the residual infant contact–MS
association that was independent of EBV antibodies, we added dummy variables
for composite EBV antibody categories to a model of infant contact and MS,
controlling for education, smoking, sun exposure, and skin type.
Results with P<.05 are considered statistically
significant. We made no adjustment for multiple testing but report all analyses27 undertaken to allow readers to make formal adjustments
if they desire. Analyses were conducted using STATA 8.0. (Statacorp 2003:
Statistical Software: Release 8, College Station, Tex).
Participant characteristics are shown in Table 1. A total of 134 cases had a defined clinical course: 89
(66.4%) participants with relapsing-remitting MS, 35 (26.1%) with secondary
progressive MS, and 10 (7.5%) with primary progressive MS. Overall, birth
order was not associated with MS (OR, 1.06; 95% CI, 0.95-1.19 per increase
in birth order), but total number of siblings tended to be associated with
a reduced risk of MS (OR, 0.90; 95% CI, 0.81-1.00 per sibling). The inverse
association between number of siblings and MS was due to younger, not older,
siblings (Table 2). Number of older
siblings was not associated with a reduced risk of MS (OR, 1.06; 95% CI, 0.94-1.19
per sibling) (test for trend, P = .58).
The lack of association between number of older siblings and MS remained after
adjustment for number of younger siblings (AOR, 1.01; 95% CI, 0.88-1.14 per
sibling). The strong inverse association between number of younger siblings
and MS (OR, 0.77; 95% CI, 0.67-0.90 per sibling) persisted after adjustment
for number of older siblings (AOR, 0.78; 95% CI, 0.66-0.91 per sibling).
Increasing number of younger siblings was strongly associated with a
reduced risk of MS with a dose-response relation (test for trend, P = .002) (Table 2). We examined
the interbirth interval between the subject and next younger sibling. The
effect was of largest magnitude if the younger sibling was born within 2 years
of the subject. No younger sibling effect was evident if the nearest younger
sibling was born more than 6 years after the subject (Table 2). Increasing infant-years contact by age 6 years was strongly
and inversely associated with MS (test for trend, P = .002)
(Table 2). The findings were not altered
by further individual adjustment for number of older siblings, total number
of siblings, or a history of having been breastfed. One or more infant-years
exposure by age 6 years compared with less than 1 infant-year was associated
with an AOR of 0.46 (95% CI, 0.28-0.75; P = .002)
for MS. Five or more infant-years exposure by age 6 years compared with less
than 1 infant-year was associated with an AOR of 0.12 (95% CI, 0.02-0.88; P = .009) for MS (Table 2). In contrast, total sibling exposure by age 6 years, regardless
of sibling age, was not significantly associated with MS.
We also examined the contribution of noninfant sibling exposure by examining
total sibling exposure after adjustment for infant-years exposure. The AORs
for total sibling exposure were: less than 0.1 sibling-year, 1.00 (reference);
0.1 to 4 sibling-years, 1.02 (95% CI, 0.35-2.98); 4.1 to 6 sibling-years,
1.35 (95% CI, 0.56-3.26); 6.1 to 12 sibling-years, 0.86 (95% CI, 0.36-2.07),
and more than 12 sibling-years, 0.86 (95% CI, 0.36-2.04) (test for trend, P = .47).
We studied case families by comparing each MS case directly with his/her
own siblings within the family to account for family group characteristics
such as genetic predisposition or socioeconomic status. Again, higher number
of younger siblings was associated with a reduced risk of MS (OR, 0.78; 95%
CI, 0.69-0.88 per younger sibling).
Among cases, higher infant contact in early childhood was associated
with delayed MS onset. The adjusted hazard ratio for higher infant contact
and age at MS onset was 0.91 (95% CI, 0.84-0.99) for each cumulative year
of infant contact in the first 6 years of life.
We examined whether the apparent protective effect of having infant
siblings was stronger among subjects with higher childhood sun exposure. The
association between any younger sibling by age 6 years and MS was stronger
for those with higher winter sun exposure in childhood (≥1 hour on winter
nonschool days; AOR, 0.37; 95% CI, 0.22-0.64) compared with those with low
winter sun exposure (AOR, 0.69; 95% CI, 0.20-2.41; difference in effect, P = .37) and for those who often had winter outdoor
activity (AOR, 0.31; 95% CI, 0.18-0.55) compared with those who did not (AOR, 1.06;
95% CI, 0.36-3.14; difference in effect, P =
.05).
We examined the associations between high infant contact in early life
and EBV infection among controls. The Figure shows
that among controls, higher infant contact in early life was inversely related
to infectious mononucleosis and very high composite EBV antibody titers. Among
controls, the AOR for at least 1 infant-year contact by age 6 years and very
high EBV IgG titers was 0.33 (95% CI, 0.11-0.98). After adjustment for infant
sibling exposure, total sibling contact during early life was not associated
with the likelihood of having very high EBV IgG titers (P = .76) or past infectious mononucleosis (P = .74) among controls.
We then examined the association between EBV infection features and
MS. Serological evidence of probable past EBV infection was virtually universal,
with all (136/136) cases and 97% (252/261) of controls having a VCA IgG level
over 20 units. The self-report of infectious mononucleosis was associated
with higher composite EBV antibody titers among cases (P = .03) and controls (P = .02),
consistent with a vigorous response to EBV infection. Cases or their proxies
were more likely to report past infectious mononucleosis (AOR, 2.01; 95% CI,
1.11-3.62 and AOR, 4.38; 95% CI, 1.80-10.68, respectively) than controls.
Cases had higher composite EBV antibody titers than controls (Table 3). After adjustment for EBV antibody titer, an increasing
amount of contact with an infant during the first 6 years of life was still
associated with reduced MS risk (AORs: <1 infant-year, 1.00 [reference];
1 to <3 infant-years, 0.55 [95% CI, 0.30-1.02]; 3 to <5 infant-years,
0.53 [95% CI, 0.22-1.27]; ≥5 infant-years, 0.18 [95% CI, 0.04-0.73]; test
for trend, P = .006).
The inverse association between infant exposure and MS was strong with
highly statistically significant dose-response trends that persisted after
adjustment for confounding. In addition, there was an effect of infant exposure
on the age of MS onset. Nevertheless, given the potential limitations of the
case-control study design, we thought it important to investigate the biological
plausibility of the strong infant sibling effect. The finding that, among
controls, high infant exposure reduces the risk of infectious mononucleosis
and elevated EBV IgG levels is important, given that risk of infectious mononucleosis
and elevated EBV IgG levels have been prospectively identified as MS risk
factors.13-15 It
is also reassuring that the protective effect for infant younger sibling exposure
in contrast to any sibling exposure on MS is also observed when looking at
the outcomes of EBV antibody levels or past infectious mononucleosis. However,
causality cannot be established within a single case-control study.
The finding that the protective effect was not evident for younger siblings
born more than 6 years after the index child may be due to either increased
plasticity for immune modulation in early life24 or
the decline in importance of the infant sibling as an infection source after
children begin school. The greater protective effect exerted by younger siblings
compared with older siblings may result from additional opportunities for
repeated boosting of an established immune response to an infection in the
older child rather than only the initial acquisition of immunity. The boosting
of immune responses against latent infections at certain stages of the life
course may be important. The prevention of viral reactivation by child contact–induced
boosting of immunity has been proposed to explain the striking protective
effect of higher child-days contact against herpes zoster, a reactivation
of latent varicella zoster infection.28
Infants differ significantly from older children as an infection source
both in the type of infections and possibly transmission mechanisms with increased
salivary contact in infants. Some infections such as herpesvirus and enterovirus
are particularly common in infancy, and oral poliovirus vaccination has been
demonstrated to influence immunity in those in close contact with the infants.29 Human herpesvirus 6 (HHV-6) infection is acquired
by child-to-child transmission at a very early age.30 Human
herpesvirus 6 and enteroviruses have been implicated in MS pathogenesis.31,32 Repeated exposures to such common
infant infections may confer protection against any adverse autoimmunity triggering
effect of these infectious agents in later life. Early onset MS patients are
more likely to be seropositive to EBV (both the EBNA and VCA antigens) and
less likely to be seropositive to herpes simplex virus type 1 compared with
controls, which is consistent with a possible adverse effect of EBV infection
if other “ protective” early infections have not occurred.33 In evolutionary terms, the natural sequencing of
viral exposures in childhood may be important for human immune development.
Correct immunity to later infection may be impaired if inadequate exposure
to common, closely related infant infections has not occurred. Several herpesviruses
are common in infancy and also closely related, with homologous protein segments
and antigenic cross-reactivity.25 Cytomegalovirus
can cause both EBV and HHV-6 reactivation,34,35 and
HHV-6 Variant A can activate the EBV genome.36
Higher infant contact in early life was also associated with a reduced
risk of elevated EBV antibodies or infectious mononucleosis among healthy
controls. This strengthens the inference that the association between infant
contact and MS may reflect a difference in early life infection exposure and/or
subsequent immune response to infection. However, the apparent protective
effect of early life infant contact on MS persisted after EBV antibody titers
were taken into account.
Multiple sclerosis is mediated by self-reactive T cells that may be
induced or expanded by viral or other agents. The generation of cytotoxic
and potentially self-reactive T cells in response to EBV appears to occur
more readily in adults than children.37 Potential
mechanisms of expansion of the self-reactive T-cell population include molecular
mimicry and epitope spreading.38-40 Molecular
mimicry is the process by which virus infection activates T cells that are
cross-reactive with self-antigens. Epitope spreading is activation of self-reactive
T cells by sequestered self-antigens released secondary to tissue destruction
induced by virus-specific T cells. Potentially self-reactive T cells that
mediate autoimmunity may increase throughout life and increasingly require
postnatally matured T-regulatory cells to control them.41 Antigen-specific
T-regulatory cells appear to require restimulation in the periphery by antigen-presenting
dendritic cells in lymph nodes before converting to memory phenotype and adopting
a suppressive function.41 Recurrent exposure
to infant infection may assist the antigenic stimulation required for immunological
maturation. Further, UV radiation exerts immunomodulation through various
mechanisms, including the induction of T-regulatory cells.19 In
this study, the inverse association between infant exposure and MS was significantly
stronger in children with higher amounts of winter outdoor activity and was
nearly 2-fold stronger in children with higher sun exposure. The latter finding
did not reach statistical significance, partly because this study was underpowered
to examine interaction effects. The finding of a possible potentiation effect
of sun exposure on the beneficial effect of infant contact among children
indicates that biological pathways common to UV radiation and infection, such
as T-regulatory cell development, should be one focus for future work on underlying
mechanisms. Personal exposure to UV radiation and infection may differ even
among siblings in the same family. Such intrafamilial environmental differences
may explain the lack of contribution of a shared family environment in past
work.42
Although this is a retrospective study, the main exposure, early life
exposure to a younger sibling aged less than 2 years, is not prone to recall
bias. Case-control differences in recall could contribute to the association
between infectious mononucleosis and MS, but not to the case-control difference
in EBV antibody titers. Day care patterns were not studied, but day care attendance
was relatively uncommon in Tasmania when these adults were children. Although
selection bias is possible, participation rates were high and cases and controls
were chosen from a common source population.
Higher infant contact in the first 6 years of life was associated with
a reduced risk of MS and delayed age of onset. Further work is required to
confirm this effect and elucidate underlying mechanisms. The finding that
higher infant contact in early life was associated with reduced EBV antibody
titers and a reduced likelihood of infectious mononucleosis among healthy
controls strengthens the inference that infant contact in early life may alter
childhood infection patterns and related immune responses and reduce the risk
of MS.
Corresponding Author: Anne-Louise Ponsonby,
PhD, National Centre for Epidemiology and Population Health, Australian National
University, Canberra ACT 0200, Australia (anne-louise.ponsonby@anu.edu.au).
Author Contributions: Dr Ponsonby had full
access to all of the data in the study and takes responsibility for the integrity
of the data and the accuracy of the data analysis.
Study concept and design: Ponsonby, van der
Mei, Dwyer, Simmons, Kilpatrick.
Acquisition of data: Ponsonby, van der Mei,
Dwyer, Taylor, Simmons.
Analysis and interpretation of data: Ponsonby,
van der Mei, Dwyer, Blizzard, Taylor, Kemp, Kilpatrick.
Drafting of the manuscript: Ponsonby, van der
Mei, Dwyer, Kemp.
Critical revision of the manuscript for important
intellectual content: Ponsonby, van der Mei, Dwyer, Blizzard, Taylor,
Kemp, Simmons, Kilpatrick.
Statistical analysis: Ponsonby, van der Mei,
Dwyer, Blizzard, Kemp.
Obtained funding: Ponsonby, van der Mei, Dwyer,
Simmons.
Administrative, technical, or material support:
van der Mei, Simmons, Kilpatrick.
Funding/Support: This project was supported
with funding from the National Health and Medical Research Council of Australia,
the Australian Rotary Health Research Fund, and MS Australia. Dr van der Mei
was supported by the Cooperative Research Centre for Discovery of Genes for
Common Human Diseases (gene-CRC), and Dr Kilpatrick was a Viertel fellow.
The gene-CRC was established and is supported by the Australian government’s
Cooperative Research Centre’s programme. Serological assays were funded
by the Canberra Hospital Private Practice Fund.
Role of the Sponsors: No sponsors were involved
in the design of the study. The National Health and Medical Research Council
of Australia, the Australian Rotary Health Research Fund, and MS Australia
provided funds to support the funding of the study, including data collection,
management, analysis, and interpretation of the data. No sponsors were involved
in the preparation, review, or approval of the manuscript.
Acknowledgment: We thank the participants and
Trish Groom and Jane Pittaway for conducting the interviews; Natasha Newton
for administrative support and data entry; Sue Sawbridge and Tim Albion for
the development and management of the database; the Tasmanian Multiple Sclerosis
Society for assisting with the recruitment of volunteers; and Helmut Butzkueven,
FRACP, Andrew Hughes, FRACP, Bosidar Drulovis, MD, and Stan Sjieka, FRACP,
who were involved with the clinical diagnosis. We also thank David Hosmer,
PhD, for statistical advice with regard to composite EBV antibody modeling.
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