Varices: Esophageal, Gastric, and Rectal
Varices: Esophageal, Gastric, and Rectal
Varices: Esophageal, Gastric, and Rectal
a, b,c
Thomas O.G. Kovacs, MD *, Dennis M. Jensen, MD
KEYWORDS
Esophageal varices Gastric varices Rectal varices Portal hypertension
UGI bleed Band ligation Sclerotherapy Hematochezia
KEY POINTS
Either esophageal band ligation and/or nonselective b-blockers (propranolol, nadolol, and
carvedilol) are recommended for the prevention of first hemorrhage.
For patients presenting with acute esophageal variceal bleed, volume resuscitation, vaso-
active medications (octreotide), and prophylactic antibiotics should be initiated followed
by urgent upper endoscopy and endoscopic hemostasis when variceal bleeding is
suspected.
Prevention of rebleeding from esophageal varices is best accomplished by an endoscop-
ist experienced in management of upper gastrointestinal bleeding and combination of
band ligation and/or sclerotherapy and nonselective b-blockers until varices are
obliterated.
For patients with gastric variceal hemorrhage, cyanoacrylate glue injection (if available),
sclerotherapy, or band ligation (if technically possible) is recommended management.
For patients with bleeding rectal varices, endoscopic treatment includes band ligation (if
technically feasible), sclerotherapy, or cyanoacrylate glue injection (if available).
INTRODUCTION
Gastrointestinal (GI) varices are abnormally dilated submucosal veins usually caused
by portal hypertension that can occur throughout the digestive tract, especially
the esophagus, stomach, and rectum. Sometimes they also occur at surgical anas-
tomotic sites. Among a large Center for Ulcer Research and Education (CURE) He-
mostasis Research Group cohort of approximately 1000 patients with severe
a
Division of Digestive Diseases, David Geffen School of Medicine at UCLA, Ronald Reagan –
UCLA Medical Center, Olive View-UCLA Medical Center, Sylmar, CA, USA; b Medicine-GI, VA
Greater Los Angeles Healthcare System, Ronald Reagan – UCLA Medical Center, David Geffen
School of Medicine at UCLA, CURE:DDRC, Room 318, Building 115, 11301 Wilshire Boulevard,
Los Angeles, CA 90073-1003, USA; c Human Studies Core and GI Hemostasis Research Unit, VA/
CURE Digestive Disease Research Center, Los Angeles, CA, USA
* Corresponding author.
E-mail address: [email protected]
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626 Kovacs & Jensen
RISK STRATIFICATION
Increased blood flow through the portosystemic collaterals due to portal hyperten-
sion leads to dilation of the submucosal venous plexus producing elevated intravar-
iceal pressure and increased wall tension in the varices (Fig. 2). The mechanism of
variceal rupture is best described by the Laplace law—wall tension is related to the
transmural pressure x variceal radius, divided by the variceal wall thickness.
Portal pressure increments produce increased flow through the varices and
increased intravariceal pressure. Randomized controlled trials (RCTs) have reported
that patients with hepatic venous pressure gradient (HPVG) less than 12 mm Hg
(where the normal is 3–5 mm HG) do not develop variceal hemorrhage.9 An HPVG
greater than 20 mm Hg, however, is associated with an increased risk of failure to con-
trol hemorrhage and early rebleeding and death.10 Reducing the HPVG greater than
Fig. 1. Prevalence of diagnoses for severe UGI bleeding: CURE Hemostasis Research Group.
CA, Cancer; Dx, Diagnoses; ESO, Esophageal; GD, Gastroduodenal; MWT, Mallory-Weiss tear;
PHTN, Portal hypertension; UCLA, University of California at Los Angeles; VA, Veteran’s
Administration Greater Los Angeles Health Care System.
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Varices 627
Fig. 2. Veins of distal esophagus: normal venous anatomy and EVs with portal hypertension.
20% from baseline (by b-blockers or other drugs) decreases the risks of further
bleeding and death.11
Esophagogastroduodenoscopy (EGD) is the gold standard for the diagnosis of
esophagogastric varices and for estimating the size of the varices and finding high-
risk stigmata, such as red wale marks. Endoscopy can discern whether varices are ab-
sent, small (<5 mm), medium, large (>5 mm), or giant size (>10 mm). Large or giant
varices have a greater risk of bleeding due to higher wall tension. Red wale marks
are another indicator of higher bleeding risk. Expense of and limited diagnostic sensi-
tivity of current esophageal capsule endoscopy suggest it is not a useful alternative to
upper endoscopy for esophagogastric variceal screening12,13 or the detection of
gastric varices.
Noninvasive tests have been used to predict the presence of esophagogastric vari-
ces, without much success, and do not correlate well with HPVG changes. Recently,
in patients with compensated cirrhosis, a combination of liver stiffness (LS), measured
by transient elastography (with LS <20 kPa), and platelet count (>150,000/mm3) has
been recommended as a method of identifying patients with a very low probability
(<5%) of having high-risk varices.14 Potentially, with such low scores, endoscopy
could be avoided in these patients, representing approximately 20% to 25% of current
screening endoscopies. These guidelines were recently validated in a large cohort of
patients with hepatitis B virus–associated or hepatitis C virus–associated cirrhosis.
The study showed that none of the 80 patients with LS less than 20 kPa and platelet
counts greater than 150,000 had EVs requiring treatment.15 Approximately 25% of the
endoscopies could have been avoided, while missing only 1.3% of varices needing
therapy.15 Most cirrhotic patients with cirrhosis who do not meet those criteria, how-
ever, should have a screening upper endoscopy to diagnose and potentially treat
esophagogastric varices.
For compensated cirrhotic patients who undergo screening endoscopy, current
recommendations about esophagogastric varices include
1. If no varices are seen, screening endoscopy should be repeated every 2 years for
ongoing active liver injury or every 3 years if the liver disease is quiescent.
2. If small varices are noted, endoscopy should be repeated yearly in patients with
ongoing liver injury or every 2 years if the liver disease is quiescent.
3. Patients with compensated cirrhosis without varices who develop decompensation
should have a repeat EGD when this occurs.16
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628 Kovacs & Jensen
Table 1
Prevention of first hemorrhage in cirrhotic patients: management recommendations
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Varices 629
The potential advantages of NSBBs are low cost, no requirement for specific
expertise to administer, and no need for surveillance endoscopy. Disadvantages of
NSBBs include that approximately 15% to 20% of patients have absolute or relative
contraindications to their use and another 15% to 20% develop side effects, such
as shortness of breath, fatigue, and weakness, and need to discontinue or reduce
dosage. Another major disadvantage is that patients with advanced cirrhosis and por-
tal hypertension may respond poorly and that decreasing the pulse by 20% to 25%
does not predictably reduce HPVG and the risk of bleeding in substantial proportion
of patients.19
Advantages of band ligation are that it can be done during the initial screening
endoscopy and there few contraindications. It is also well tolerated in patients.19 Dis-
advantages are that sedation is required; procedural complications, such as post-
banding ulcer bleeding and postbanding ulcers, may occur or bleed; and
surveillance endoscopy is needed to monitor variceal obliteration and recurrence.
The combination of NSBBs and band ligation was not more effective than banding
alone in preventing bleeding or mortality in a RCT20 and thus combination therapy
is not usually recommended. The authors’ preference based on relative patient intol-
erance to NSBBS and on outcomes with band ligation is for endoscopic
intervention.19
In patients with small EVs at a high risk of bleeding, with red wale marks, and/or
in decompensated cirrhotics, NSBBs are the suggested therapy.16 For low-risk small
varices, management is controversial, but limited evidence suggests that NSBBs
may slow the growth of the small varices.21 Individualization of management for pri-
mary prophylaxis is highly recommended. The main focus should be on whether
high-risk varices are present and whether a patient prefers endoscopic, medical,
or no therapy.
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630 Kovacs & Jensen
reported that adequate hemodynamic resuscitation and limiting red blood cell trans-
fusions in cirrhotic patients did not increase mortality.23 Clearly cirrhotic patient man-
agement before and after endoscopy needs to be individualized based on acute,
severity of liver disease, and comorbidities.
Because cirrhotic patients with GI bleeding are at increased risk of developing bac-
terial infections, antibiotic prophylaxis has been demonstrated in RCTs to reduce in-
fections, rebleeding, and mortality. Therefore, short-term (no longer than 7 days)
antibiotic prophylaxis should be started in any cirrhotic patient and GI bleed. For
example, IV ceftriaxone, 1 g/24 h, is the antibiotic of choice.14
Vasoactive medications (such as octreotide, somatostatin, vasopressin, and terli-
pressin) cause splanchnic vasoconstriction and can decrease portal pressure
HVPG. One of these agents should be administered as an IV infusion as soon as var-
iceal hemorrhage is suspected. A meta-analysis of 30 RCTs reported that vasoactive
drug in acute EV bleeding decreased 7-day all-cause mortality and reduced transfu-
sion requirements.24 A selected vasoactive agent should be initiated prior to endos-
copy. Octreotide is the only vasoactive medication available in the United States
and a meta-analysis showed that it significantly reduced acute bleeding.24 There
were no significant differences in outcomes among patients treated with different
agents—octreotide, somatostatin, or a vasopressin analog, terlipressin.25 Vasoactive
agents should be continued for 2 days to 5 days.
Currently, routine use of plasma products and platelet transfusions is not recom-
mended. Similarly, platelet transfusions are not suggested for patients on antiplate-
let medications with a normal platelet count. Although empirical, it seems
reasonable to aim for an International Normalized Ratio score less than 2.0 and
platelet count greater than 50,000/mm3 in hemodynamically unstable patients
with active variceal hemorrhage. Evidence-based data are lacking to document
this recommendation.
Erythromycin (250 mg IV) or metoclopramide (10 mg IV) given 30 minutes to 60 mi-
nutes before endoscopy increases gastric motility and may improve visualization dur-
ing endoscopy. Clinical outcome improvements, however, have not been reported
with use of these medications.
Upper endoscopy is recommended within 12 hours after presentation in cirrhotic
patients with severe UGI hemorrhage once hemodynamic resuscitation has been
achieved.16 Initially, a therapeutic endoscope with a large suction channel and target
irrigation is recommended. This facilitates suctioning of blood clots, target irrigation,
and better visualization compared with a smaller diagnostic scope. A diagnosis of
EVs as the source of a patient’s UGI hemorrhage is based on the finding of a stigmata
of recent hemorrhage, such as active bleeding (Fig. 3), a platelet plug (white nipple
sign) (Fig. 4), or overlying clot or a combination of these, which indicates the bleeding
site. Red markings on varices, veins-on-veins, or blood in the stomach and presence
of varices without other potential sources of bleeding are less definitive but indicate
that in the absence of other UGI findings that the EVs are the presumptive source of
severe UGI hemorrhage. Red color signs or red wale marks on varices (Fig. 5) are pre-
dictors of higher risk for future bleeding and are not a definitive sign of recent
hemorrhage.
Esophageal band ligation, first described by Van Stiegmann and Goff,26 is the cur-
rent treatment of choice for bleeding and nonbleeding EVS.
Band ligation results are excellent for most cases and provide high rates of initial he-
mostasis, low rates of rebleeding, few side effects, and improved survival compared
with sclerotherapy. Variceal ligation with a diagnostic-sized endoscope can be used to
control active variceal bleeding with bands placed over the actively bleeding varix or
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Varices 631
on the platelet plug (Fig. 6). The authors recommend that bands are placed distally,
within 2 cm of the gastroesophageal junction (GEJ) (Fig. 7) and 4 cm to 6 cm proxi-
mally above the GEJ. Each bleeding and nonbleeding column of EVs should be treated
similarly, with 2 bands per variceal column, placed in a spiral manner starting at the
GEJ and moving proximally.
Brisk variceal hemorrhage may preclude the ability to do band ligation, either due to
limited visibility or in adequate suctioning of the varix into the band housing. Endo-
scopic sclerotherapy is a useful alternative in such cases to control active bleeding
prior to banding all varices (2 bands per column—1 distally and another proximally).
The authors recommend injecting a sclerosant solution into (intravariceal) or adjacent
(paraesophageal) the bleeding EV to control active bleeding. Several sclerosant solu-
tions are available, with ethanolamine oleate (5%), polidocanol (1%–2%), and cyano-
acrylate used most commonly. The authors’ sclerotherapy technique through a
therapeutic endoscope is to inject 1-mL to 1.5-mL aliquots per injection of
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632 Kovacs & Jensen
ethanolamine oleate (5%) through a 25-gauge sclerotherapy needle, distal and prox-
imal to the bleeding varix. Subsequently, all nonbleeding varices are treated with 2
bands/columns, as described previously with band ligation.
Other endoscopic modalities, such as clipping, thermal contact devices (such as
multipolar coagulation or heater probe), or argon plasma coagulation, are not recom-
mended for esophageal or gastric variceal hemostasis. These should be used for non-
variceal hemostasis.
The initial surveillance endoscopy is usually scheduled 1 week to 2 weeks after the
index treatment of patients hospitalized for EV hemorrhage. Then, repeat EGDs are
recommended at 4-week to 6-week intervals until all the EVs are completely obliter-
ated. The use of a Doppler endoscopic probe (DEP) to monitor blood flow as guide
to endoscopic therapy27 improves clinical outcomes for cirrhotic patients with severe
variceal bleeding. The DEP produces an audible signal related to the underlying
venous blood flow of varices, allowing a distinction between arterial (higher-pitched
pulsatile signal) and venous (low-pitched continuous signal) blood flow. A recent
RCT of DEP monitoring in patients with severe variceal hemorrhage showed that
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Varices 633
Fig. 7. Band ligation of a distal EV. (A) Acutely. (B) Follow-up band ligation.
TREATMENT FAILURE
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634 Kovacs & Jensen
radiologists and of TIPS placement within the recommended time frame, however,
may be problematic in many smaller centers. In patients with TIPS placed, vasoactive
medications may be stopped. Portosystemic encephalopathy is a relative contraindi-
cation to TIPS placement, because TIPS may worsen encephalopathy.
When all other therapeutic interventions fail, shunt surgery may be a last option. Por-
tosystemic shunts can control portal hypertension and reduce variceal rebleeding.
The tradeoff, however, is the high encephalopathy rates and other perioperative sur-
gical complications after the procedure. One RCT did report that emergency porto-
caval shunt surgery compared with TIPS provided improved rates of hemostasis
and survival and a decreased rate of encephalopathy.32 Distal shunts (such as sple-
norenal types) are reported to cause less encephalopathy than central shunts, such
as portacaval or mesocaval shunts. Further studies are needed before the use of por-
tocaval shunts after failure of combined medical and endoscopic treatment is recom-
mended. Another problem currently is that experienced surgeons to perform
emergency shunts for variceal bleeding are not available in most hospitals, including
referral centers.
PREVENTION OF REBLEEDING
There is a high risk of rebleeding (60%–70% within 2 years) after a first episode of
active variceal hemorrhage in high-risk patients, such as those with Child-Pugh class
C cirrhosis, with accompanying mortality up to 33% on medical therapy alone. There-
fore, it is critical to prevent rebleeding and appropriate treatment should be initiated
while the patient is still in the hospital. This risk can be decreased to 45% by NSBB
use,33 to approximately 30% by band ligation,34 and to approximately 25% by
combining both treatments. Therefore, optimal secondary prophylactic therapy in-
cludes a combination of NSBBs (propranolol or nadolol) plus endoscopic band ligation
(Table 2).14 Band ligation should occur initially and within 1 week to 2 weeks of the in-
dex bleed with follow-up endoscopic surveillance and banding scheduled at 4-week
to 6-week intervals until EVs are obliterated. Each EV should be banded near the
GEJ and 4 cm to 6 cm above for 2 bands per variceal column. If EVs are too small
to band, are scarred down, and/or have blood flow by DEP, the intravariceal sclero-
therapy is recommended.28 The authors recommend that junctional varices in a hiatal
hernia be treated endoscopically similar to distal EVs.
A meta-analysis comparing band ligation or NSBBs to a combination of the 2
showed that the combined treatments were significantly more effective than either
intervention alone.35 Adding a long-acting nitrate (isosorbide mononitrate) to NSBBs
decreased portal pressures further and was shown in a meta-analysis of the combina-
tion of NSBBs and nitrates compared with NSBBs to improve rebleeding and mortality
while causing more side effects.36 Reports suggest that patients with higher portal
pressures respond better to NSBBs than patients with a lower HVPG.37 Controversy
exists about the safety and efficacy of NSBBs in patients with advanced liver disease,
dating to a 2010 study implying that NSBBs increase mortality in patients with refrac-
tory ascites.38 Subsequent studies, however, have not shown a harmful effect of
NSBBs39 if they are carefully titrated, and doses of propranolol over 160 mg/d or of
nadolol over 80 mg/d are avoided.40 NSBBs may not be appropriate in patients with
hemodynamic instability or renal dysfunction. Current guidelines recommend a com-
bination of band ligation and NSBBs for the prevention of recurrent variceal bleeding
even in patients who bled while receiving primary prophylaxis with band ligation or
NSBBs alone. If a patient is unable to tolerate NSBBs, band ligation alone is sug-
gested, although TIPS may be a useful alternative, especially if the patient has
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Varices 635
Table 2
Prevention of recurrent esophageal variceal hemorrhage: management recommendations
difficult-to-treat ascites.16 Carvedilol has been compared with both band ligation
alone and combined NSBBS and nitrates but not to the combination of banding and
NSBBS. Therefore, carvedilol cannot be recommended for secondary prophylaxis
at this time.
TIPS is the recommended rescue treatment in patients with recurrent bleeding
despite combination therapy with band ligation and NSBBs. An RCT reported that
TIPS (with covered stents) significantly reduced rebleeding compared with endo-
scopic hemostasis and NSBBs (0% vs 29%). TIPs, however, did not improve survival
and increased early encephalopathy.41 If TIPS is placed successfully, band ligation
and NSBBs can be discontinued. HPVG responders (defined as an HPVG reduction
<12 mm Hg or >20% decrease from baseline) have the lowest rebleeding rates. There-
fore, HPVG measurement and monitoring during therapy are an ideal strategy in
centers where available. Currently in the United States, HPVG is not available in
most medical centers and is not the standard of care for secondary (or primary)
management.19
GASTRIC VARICES
Gastric varices are less prevalent than EVs and occur in approximately 20% of cirrhotic
patients. Sarin and colleagues’42 classification of gastric varices includes GOV type 1,
EVs extending below the GEJ along the lesser curve (most common—75% of all gastric
varices); GOV type 2 , EVs extending into the stomach along the greater curve into the
fundus (Fig. 8); isolated gastric varix type 1 (IGV1), isolated in the fundus; and isolated
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636 Kovacs & Jensen
gastric varix type 2, located elsewhere in the stomach (body, antrum, or pylorus).
Bleeding risk is associated with localization (IGV1> GOV2> GOV1), large size, presence
of red color signs, and severity of hepatic disease. Gastric varices bleed less often than
EVs but have a higher mortality due to the severity of the hemorrhage and response
to medical and endoscopic therapies. Because fundic varices occur more frequently
with portal or splenic vein thrombosis, especially in the context of malignancy or
pancreatitis, radiologic imaging should be done to exclude venous thrombosis. Gastric
varices are best diagnosed at endoscopy in resuscitated patients because they may
not be seen on EGD in hypovolemic patients.
The guidelines for the management of gastric varices are much less evidence based
than for EVs.
To date, there has been only 1 RCT published on the primary prevention of gastric vari-
ces. It compared NSSBs, endoscopic cyanoacrylate glue injection, and observation of
patients with large GOV2 and IGV1 varices. The glue group had decreased bleeding
(10%) compared with the NSSBs group (38%) and observation group (53%). There
was significantly better survival of the glue group (93%) compared with the observa-
tion group (74%) but not significantly better than the NSBBs group (83%).43 Preven-
tion of first hemorrhage from GOV1 varices has not been reported yet. GOV1
varices usually are managed based on the EV guidelines.16
Current recommendations for primary prophylaxis of gastric variceal bleeding are
based on limited data but include for GOV2 and IGV1 varices—NSBBs may be
used, and for GOV1 varices—follow the EVs guidelines. Neither TIPS nor balloon-
occluded retrograde transvenous obliteration (BRTO) is recommended for preventing
the first bleed in patients with fundic varices.
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Varices 637
For patients who had index bleeding from GOV1 varices, a combination of endoscopic
treatment (band ligation or cyanoacrylate injection) and NSBBs is the recommended
therapy, as for EVs.16 For patients with fundic gastric varices, repeated cyanoacrylate
injection can reduce rebleeding and mortality compared with NSBBs48 Combination
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638 Kovacs & Jensen
therapy with glue injection and NSBBs did not improve outcomes in comparison to in-
jection alone in fundic variceal patients.49
An RCT of patients with GOV1 and GOV2 varices showed that TIPS was associated
with lower early rebleeding (11% vs 38%) and transfusion needs, compared with glue
injection. There was no benefit, however, in initial hemostasis or survival and there was
a higher rate of encephalopathy after TIPS.50
Patients with gastric fundic varices and gastro-splenorenal collaterals also can be
managed with BRTO. This intervention is performed using angiographic techniques
and includes retrograde cannulation of the left renal vein by the jugular or femoral
vein, followed by balloon occlusion and slow infusion of sclerosant and/or coils to
obliterate the gastro-splenorenal collateral and fundic varices.51 Compared with
TIPS, BRTO does not divert portal blood flow away from the liver but may increase
portal pressure, potentially promoting EV bleeding and exacerbating ascites.8 When
BRTO was compared with TIPS in patients with acutely bleeding gastric varices, the
BRTO group had significantly less rebleeding (9% vs 20%) at 1 year, but there was
no survival advantage.52 A recent retrospective study of patients with gastric variceal
bleeding reported that BRTO improved rates of early hemostasis, rebleeding, and sur-
vival compared with TIPS.53
In summary, combination therapy with NSBBs and endoscopic hemostasis (band
ligation or glue injection) is recommended for prevention of rebleeding in patients
with GOV1 varices. TIPS or BRTO is recommended for patients with prior GOV2 or
IGV1 variceal hemorrhage to reduce rebleeding.16
Rectal Varices
Rectal varices are defined as dilated rectal veins that originate at least 4 cm above the
anal verge and are distinct from internal hemorrhoids and do not extend to the dentate
line.54 They originate from portosystemic anastomosis between the superior hemor-
rhoidal veins and the middle or inferior hemorrhoidal veins. The prevalence of rectal
varices varies between 40% and 56% in cirrhotic patients and increases to 63% to
94% in patients with extrahepatic portal vein obstruction.55 Clinically severe bleeding
is uncommon, occurring in 0.5% to 5% of cirrhotic patients.56 There are no estab-
lished management guidelines to treat rectal variceal hemorrhage. Colonoscopy
and flexible sigmoidoscopy are the main methods for diagnosing the presence of
rectal varices, and these are best visualized in both retroflexed and end-on views in
hemodynamically resuscitated patients (Fig. 9). Endoscopic band ligation is the
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Varices 639
SUMMARY
ACKNOWLEDGMENTS
The research studies included in this article from the CURE: Digestive Diseases
Research Center-Human Studies Core of Dennis M. Jensen, MD, were funded by
grants from the VA Research Service (VA Clinical Merit Review CLIN-013–07F) and
the NIH-NIDDK grant (P30 DK041301) to CURE: Digestive Diseases Research
Center–Human Studies Core.
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640 Kovacs & Jensen
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Varices 641
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