Abstract
We reviewed the epidemiology, clinical characteristics, disease severity, and economic burden of influenza B as reported in the peer-reviewed published literature. We used MEDLINE to perform a systematic literature review of peer-reviewed, English-language literature published between 1995 and 2010.
Widely variable frequency data were reported. Clinical presentation of influenza B was similar to that of influenza A, although we observed conflicting reports. Influenza B–specific data on hospitalization rates, length of stay, and economic outcomes were limited but demonstrated that the burden of influenza B can be significant.
The medical literature demonstrates that influenza B can pose a significant burden to the global population. The comprehensiveness and quality of reporting on influenza B, however, could be substantially improved. Few articles described complications. Additional data regarding the incidence, clinical burden, and economic impact of influenza B would augment our understanding of the disease and assist in vaccine development.
THERE ARE 3 TYPES OF INFLUenza, A and B being most common in humans, each with unique characteristics. Influenza C is less common and produces milder disease.1,2 Influenza A virus subtypes are based on 2 surface proteins: hemagglutinin (H) and neuraminidase (N). Current influenza A subtypes found in people are H1N1 and H3N2. Influenza B is not divided into subtypes; however, 2 antigenically and genetically distinct lineages, B/Victoria/2/87–like (Victoria lineage) and B/Yamagata/16/88–like (Yamagata lineage), have circulated worldwide since 1983.3 Two influenza A subtypes and 1 influenza B lineage are included in current trivalent seasonal influenza vaccines.
The first influenza virus—A (H1N1)—was recovered in 1933; influenza B was first identified in 1940 by Francis.4 In early years, influenza B epidemics were noted to occur at intervals of 2 to 4 years and were generally well-defined and discrete; medically attended illnesses, including clinic visits and hospitalizations, were common in all age groups.5 The emergence of a second lineage of influenza B in 1983,3 along with changing demographics and rapid movement of human populations, has changed the epidemiology of influenza B.1,6 New variants of influenza B arise less frequently than for influenza A2; therefore, in some years, adults with previous exposure to influenza B may have less severe illness than similarly exposed children who invariably have higher attack rates. Since 2001, both influenza B lineages have been cocirculating each influenza season, in contrast to the pattern of multiyear dominance by a single lineage that occurred between 1985 and 20007–32 Although both influenza A and B have an impact on human health, multiple differences exist between them, including molecular differences.33
Although just 2 subtypes of influenza A have cocirculated in recent years, a total of 16 subtypes are found in animal species, especially birds and pigs, providing an opportunity for pandemics through mutation or reassortment.33 By contrast, with no natural animal host (other than seals) and a slower rate of mutation, influenza B has little potential for such impact.3,33 Given these differences, it is reasonable to hypothesize that there are also differences in the presentation, symptoms, risk factors, and total burden of influenza A and B viruses which may, in turn, inform vaccination and prevention efforts.
To date, more research has focused on influenza A than on influenza B.33 Current opinion of influenza B remains influenced by early studies that concluded that influenza B posed less of a disease burden than influenza A.1,2 Furthermore, because of the ability of influenza A to cause severe pandemics, it is more frequently a topic of press coverage than influenza B, reinforcing the perception that influenza B does not pose a serious threat to public health. In contrast to the popular view that influenza B has minimal impact, there are indications that the impact of influenza B is substantial.
Before initiating a formal review of the literature, we examined recent surveillance data. Among US pediatric influenza deaths between 2004 and 2011, excluding the 2009–2010 pandemic, 22% to 44% of deaths each season were confirmed to be influenza B–related; the remainder were related to influenza A.34 Similar multiseason mortality data are not available in the European Union; however, in the United Kingdom, influenza B dominated the 2010–2011 season with both influenza B lineages cocirculating.35,36 Of 607 UK fatalities associated with influenza during that season, 40 were associated with influenza B (through June 30, 2011).35,36 Surveillance data from the United States and Europe suggest a potentially increasing burden of influenza B in recent years (Figure 1). This high variability in influenza B circulation may be attributable to variable population immunity and competition between the 2 cocirculating lineages of influenza B. Furthermore, behavioral trends, such as increasing urbanization and travel, facilitate the spread of influenza viruses.37 In 2002, 52 million persons embarked on international flights demonstrating how respiratory viruses can be spread rapidly.38,39 It is notable that the B lineage selected for the seasonal influenza vaccine and the dominant circulating B strain have matched only 5 times in the 10 seasons between 2001–2002 and 2010–2011.40
As evidence of influenza B burden accumulates and vaccine technology advances, it is increasingly important to understand and quantify the impact of influenza B on the worldwide population. We designed this review to comprehensively examine the epidemiology, clinical characteristics, disease severity, and economic burden of influenza B as reported in the recent peer-reviewed literature.
METHODS
We conducted a systematic literature search, by using MEDLINE (accessed via PubMed). We limited searches to studies of influenza B virus in humans published between 1995 and 2010 in English-language journals. This time period was chosen to include the most recent, relevant literature and to minimize variation in case definitions and testing methods. Search terms included influenza B (antigenic drift/shift, antigenic variation, genetic drift/shift, influenza B virus, influenza virus type B, mismatch, orthomyxoviridae, orthomyxovirus type B, Victoria lineage, Yamagata lineage), clinical outcomes (complications, disease, epidemiology, hospitalization, incidence, length of stay, morbidity, mortality, myositis, oxygen therapy, pneumonia, prevalence, respiratory failure, sepsis, severity of illness, surveillance, symptoms, transmission), patient-reported outcomes (functional status, health-related quality of life, health status, patient-reported outcomes, satisfaction, utilities), and economic outcomes (burden of illness, cost–benefit analysis, cost-effectiveness, cost of illness, cost utility, costs and cost analysis, direct service costs, disease cost, economics, employer health costs, health care costs, hospital costs, productivity, willingness to pay).
We identified additional articles published in 2011 during preparation of this article, but only subjected those included in the previous 15-year period to the review methods described here. Although we already identified national surveillance data that were reported in peer-reviewed journals by the search, we also reviewed documentation from large, recognized surveillance networks, which included the US Centers for Disease Control and Prevention, UK Health Protection Agency, European Influenza Surveillance Network, and World Health Organization.
Initially, we screened titles and abstracts obtained from the search to identify articles of interest (Figure 1). We deemed articles potentially relevant if they included primary information describing the epidemiology, clinical burden (e.g., severity, duration of illness), patient-reported outcomes (e.g., health-related quality of life), or economic burden of influenza B. Specifically, review of each article included abstraction of the full bibliographic record, study country or countries, date(s) of observation and duration of follow-up, study population characteristics, illness studied (e.g., all strains of influenza, limited to influenza B, influenza-like illness, laboratory confirmation and method), and study design. From studies that included clinical outcomes, we also abstracted incidence and prevalence, risk factors, mortality, hospitalization rates, and morbidity; from economic studies we abstracted year and currency, study perspective, time horizon, type of study, source of costs, rates of resource utilization, and costs (disaggregated whenever possible).
Reasons for excluding articles from further review included but were not limited to data for nonhuman participants, no data on influenza B, policy statements or comments, description of vaccine composition, in vitro research, pandemic preparedness programs, results solely for influenza A, review of previously reported data, or report of diagnostic, vaccination, or treatment technologies only. During initial screening, reviewers erred on the side of inclusion; that is, if not enough information was available to exclude an article, it was retrieved, fully reviewed, and, if found to contain primary relevant data, abstracted into a database. Coauthors reviewed the search results and suggested articles that may have been missed. These articles were retrieved to confirm whether they indeed met search criteria. Through this method, 2 additional papers were identified that had not been found during the MEDLINE search. We abstracted data from these papers in the same fashion. Two individuals reviewed articles for inclusion and data abstraction, with a third reviewer resolving discrepancies.
RESULTS
Following the initial review, we retrieved 393 articles of the 1367 that were first identified in the literature search. Of these, we initially considered 124 articles relevant. As described previously, we later added and abstracted 2 additional articles. Of the 126 relevant articles, 122 contained data on clinical burden, 3 included data on patient-reported outcomes, and 7 reported data on economic outcomes. Figure 2 illustrates the process of article identification and review. The country most frequently represented was the United States (n = 20 studies), the next most frequent being Japan (n = 11), Taiwan and Australia (n = 9 each), and Canada (n = 8). In total, 36 countries were mentioned, 17 of which appeared only once. This review only describes the articles that reported on clinical burden. A comprehensive table with all data abstracted for the included articles appears as an appendix (available as a supplement to the online version of this article at http://www.ajph.org).
Epidemiology
There was variation in the type and quality of data presented about the occurrence of influenza B. Most studies focused on specific, clinic-based populations and generally did not report population-based incidence rates for influenza B. Though not ideal, the term “frequency” more accurately describes the variety of methods used to report the presence of influenza B. Frequency is not an estimate of incidence, and results should be interpreted with caution. Despite these limitations, the frequency of influenza B, loosely defined as the number of laboratory-confirmed cases among a specified population, is of interest.
Frequency of Influenza B
Frequency of influenza B was reported in 80 studies: 47 pediatric, 24 adult and adolescent, and 9 general populations. Eight studies41–48 were limited to patients aged 6 years or younger. Among pediatric populations, reported frequencies of influenza B were higher in studies from the United States,41,49–54 Canada55–57 (range, 0.1% to 44.6%), and Taiwan58–62 (range, 6.4% to 62.9%), but it is unclear if this reflects truly higher incidence, timing, or characteristics of study populations or ascertainment methods. In 23 pediatric studies from Europe,42,43,63–71 Korea,72–74 Southeast Asia,46,47,75,76 South America,77–79 and Australia and New Zealand,44,80 frequencies of influenza B were consistently lower (range, 0% to 16.4%) than reports from the United States, Canada, and Taiwan. There was no obvious pattern over time regarding the frequency of influenza B in pediatric populations. Other than regional differences, we did not observe patterns in frequency of influenza B by other variables such as age, gender, or race, with the exception that children with influenza B tended to be older than those presenting with influenza A,53,59,61,81,82 with the difference ranging from 1.2 years (6.39 vs 5.19)59 to 2.1 years (6.7 vs 4.6).53 One study that presented median ages also found a difference of more than 2 years (4.2 vs 2.0).81 Eight studies41–48 were limited to patients aged 6 years or younger.
Unlike the pediatric studies, there were no apparent geographic patterns in the reported frequency of influenza B across studies of adult and adolescent populations. Reported frequencies of influenza B in 6 US studies49,83–87 ranged from 0% to 40.6%, in Europe88,89 from 1.6% to 24.4%, and in 4 studies90–93 with combined US and European data from 9.0% to 43.2%. Studies from Australia and Brazil reported rates of influenza B between 1.0% and 48.0% in adult populations.94–100 Reports from other regions were similarly variable.94–106
Several studies on the burden of influenza B in the general population were based on surveillance data from local reporting systems.106–115 Year to year, the frequency of influenza B fluctuated, which likely reflects changes in circulating influenza B virus activity. In the United States, Proff et al. reported the frequency of influenza B among hospitalized patients between 2004 and 2008.107 Frequency of influenza B was similar in the first 2 seasons (13.0% in 2004–2005 and 2005–2006), but jumped to 34.2% in 2007–2008. In the Netherlands, the frequency of influenza B ranged from 0% to 82.4% across the 1992−2007 seasons.108 In a similar manner, in one region of Italy, frequency of influenza B ranged from 0% in the 1999−2001 seasons to 80.0% in the 2001−2002 season.109 Other studies from Australia and Brazil reported frequency of influenza B between 2.0% and 16.1% in adult populations.112,114,115 In Cambodia, the frequency of influenza B was highly variable, increasing from no activity in the 2006−2007 season to 57.7% in 2007−2008 and down again in 2008−2009 to 34.0%.113
Clinical Burden and Disease Severity
Clinical symptoms at presentation were reported by 6 studies of children being treated for suspected or confirmed influenza; no similar studies were identified for adults.47,61,81,116–118 Symptom checklists and criteria for each symptom were inconsistent across studies, but there were some similarities (Table 1). Whereas 2 studies found no differences in presenting symptoms by influenza type,63,118 other studies did detect differences. For example, myalgia, sore throat, and hoarseness were reportedly more common among patients with influenza B than those with influenza A.61,81 Rhinorrhea was reportedly less common among patients presenting with influenza B.81,116 Differences in the clinical presentation of influenza B may also be influenced by age. Although one study found no differences in signs or symptoms by influenza type, it did find significant differences by age, with older patients (aged 7–13 years) more likely to report sore throat, headache, and myalgia, but less likely to have otitis media than those who were younger (ages 3–6 years and < 3 years).63 According to limited published epidemic and case reports,1,119,120 severe complications (e.g., encephalopathy, myositis) have been attributed to influenza B infection; however, studies reporting the burden of severe complications associated with influenza B were not among those that were identified and met inclusion criteria in our search.
TABLE 1—
Citation | Symptoms Similar Across Influenza Types | Symptoms Different in Influenza A Versus Influenza B |
Chi et al.116 | Abdominal pain | Calf pain (0% vs 14%)* |
Conjunctivitis | Diarrhea (9% vs 25%)* | |
Cough | Rhinorrhea (77% vs 63%)* | |
Fever | ||
Headache | ||
Myalgia | ||
Nausea or vomiting | ||
Seizure | ||
Skin rash | ||
Daley et al.118 | Abdominal pain | None |
Anorexia | ||
Conjunctivitis | ||
Cough | ||
Diarrhea | ||
Drowsiness | ||
Ear discharge | ||
Fever | ||
Headache | ||
Lethargy | ||
Rash | ||
Rhinorrhea | ||
Seizures | ||
Sore throat | ||
Stridor | ||
Vomiting | ||
Wheeze | ||
Peltola et al.81 | Abdominal pain | Ill appearance (10% vs 4%)* |
Cephalalgia | Myalgia (6% vs 15%)* | |
Conjunctivitis | Rhinorrhea (66% vs 56%)* | |
Cough | ||
Diarrhea | ||
Febrile convulsions | ||
Fever | ||
Rash | ||
Vomiting | ||
Wheezing | ||
Shen et al.61 | Abdominal pain | Hoarseness (3.3% vs 8.1%)a |
Ataxia | Myalgia (11.3% vs 24.4%)* | |
Conjunctivitis | Rash (4.6% vs 1.6%)a | |
Coryza | Sore throat (24.5% vs 35%)a | |
Cough | ||
Diarrhea | ||
Fever | ||
Headache | ||
Nausea or vomiting | ||
Seizure | ||
Silvennoinen et al.63 | Cough | None |
Fever | ||
Headache | ||
Myalgia | ||
Rhinitis | ||
Sore throat |
aSymptom approached statistical significance (P < .1).
*P < .05.
Several studies evaluated the effect of treatment with oseltamivir or zanamivir on the duration of the symptoms associated with influenza A and B.92,117,121,122 The presence of confirmed influenza B was noted in all 4 studies, but influenza B–specific findings were not always presented separately and each study defined recovery differently. Duration of symptoms in both the treatment and nontreatment groups ranged widely from 2 to 3 days117 to 9 to 11 days.121
The influenza B–attributable primary respiratory and circulatory hospitalization rate in the United States was a substantial 81.4 per 100 000—midway between the primary respiratory and circulatory hospitalization rates for seasonal A (H1N1) and A (H3N2) at 55.9 and 99.0 per 100 000, respectively.123 From 1976–1977 to 1998–1999, 25% of all influenza-related mortality in the United States was attributed to influenza B virus.124
Little is published about the rate of hospitalization and length of stay for children with influenza B. In one study, children with influenza B were more likely to be hospitalized following an emergency department visit than those with influenza A.52 In another, children aged 10 to 14 years were significantly more likely to be hospitalized if they had influenza B compared with influenza A (0.9 vs 0.2 per 10 000; P < .05), although there were no differences in any other age group by influenza type.53 A study in Hong Kong that reported influenza B hospitalization rates varied by age with the highest rates observed in 2- to 4-year-olds (42.3 per 10 000 during the 2004–2005 season).125 Among children hospitalized with influenza, average lengths of stay for children with influenza A and B were not significantly different (mean = 4.8 days vs 4.0 days, respectively).118 There were no studies on adult rates of hospitalization or length of stay that met inclusion criteria for review.
The majority of studies either did not report mortality or failed to present mortality by influenza type; however, mortality from influenza B in pediatric patients was reported in 14 studies,41,43,46,53,57,77,78,81,126–131 although only 3 reported 1 or more deaths attributed to influenza B.53,57,126 The other 11 studies reported no deaths attributed to influenza B, though sample sizes were small (< 140 patients).41,43,46,77,78,81,127 Data from Centers for Disease Control and Prevention reveal that among US pediatric influenza deaths occurring between 2004 and 2011, with the exception of the 2009–2010 pandemic, 22% to 44% of deaths each season were attributable to influenza B.34
Eleven studies reported influenza-related mortality among nonpediatric populations.83,98,101,103,104,112,114,124,131–133 Thompson et al. reported an annual average of 8349 all-cause excess mortality, the preferred metric for quantifying influenza mortality as introduced by Simonsen et al.134 in the United States from 1990 to 1999, with a range from 404 in the 1993–1994 season to a high of 19 030 in the 1992–1993 season.124 From 1976–1977 to 1998–1999, 48.6% of excess all-cause deaths in children younger than 5 years were attributed to influenza B, more than estimates for either influenza A (H1N1) or A (H3N2).124 A similar proportion was observed for seasonal influenza between 2004 and 2011.34 Although deaths were not usually reported in papers identified for this review, life-threatening illnesses were evident in the studies that included hospitalized patients.48
Studies in long-term-care settings reported mixed mortality results, with one study reporting a significant increase in 30-day mortality associated with influenza B,132 whereas another reported no deaths associated with an influenza B outbreak.98 Studies of noninstitutionalized adults showed no clear pattern in mortality, with either no difference by influenza type103 or no reporting by type at all.104 Two studies reported mortality among influenza-infected patients undergoing bone marrow transplants.104 These studies of the burden of influenza in highly immunocompromised populations are not generalizable to a general population.
DISCUSSION
Recent reports of disease caused by influenza B confirm the worldwide distribution and persistence of clinically relevant disease. This review suggests that when influenza B activity is intense, it can produce an impact similar to that of influenza A. For example, according to the Centers for Disease Control and Prevention, all age groups in the United States were affected by the widespread cocirculation of influenza B (26%) with 2 influenza A–subtype (74%) viruses during the 2010–2011 season.32 At one point, influenza B accounted for 40% to 49% of influenza reported nationally,32 though the United States had more transmission of influenza B than did either Canada or Mexico.135 By contrast, in 2009, influenza B was less common than type A (H1N1) in Europe, Asia, and the Middle East. Worldwide, children exposed to influenza B had higher disease severity compared with adults.135 Yet, despite differences at the molecular level, there appear to be few differences in clinical presentation or disease severity between influenza A and B,61,63,81,116–118,136 although more work is needed to clarify this point. Despite increased vaccine uptake in the United States, numbers and rates of influenza-associated hospitalizations generally increased between 1979 and 2001.123
Acute lower respiratory disease is the most important cause of morbidity and mortality in children when one is assessing the global burden of disease.137,138 Many pathogens contribute to the etiology of acute lower respiratory disease, but influenza is the most important and is one of the few that are preventable. In the United States, the annual cost of seasonal influenza is estimated to be $87 billion when lost productivity from missed work, hospitalizations, and lost lives are considered.139 High rates of school absenteeism that may require visits to a health care facility can also indirectly have an impact on loss of productivity for adults with young children. High mortality and hospitalizations contribute most of the cost but, even in its mildest form, influenza has significant health and social consequences.140 Universal vaccination of children against influenza will have populationwide benefits.141 Even if influenza B contributes just 25% of the influenza-related economic burden in the United States, that amount is significant and underlines the importance of having a vaccine that provides protection against the antigenically distinct lineages of the virus.139
Limitations
Although every effort was made to provide a comprehensive review of the available literature through the use of a systematic literature search strategy and quality-assured review and abstraction processes, this review has limitations. We only report results from articles published in English from the past 15 years. In addition, there is a lack of data in the peer-reviewed literature reporting influenza B–specific data regarding patient-reported outcomes and economic burden.
Reported influenza B frequencies should be interpreted with caution. As noted previously, frequency is not synonymous with incidence. Furthermore, variability in the way influenza B was detected may have had an impact on the reported frequency, limiting the ability to compare across studies. Clinical criteria used to identify influenza patients differed by study, and case definitions were quite disparate.96 In addition, not all studies reported time from symptom onset to viral testing, but when reported this time varied on the order of days. Because timing is important in the likelihood of a positive test, variability in viral test timing further confounded attempts to summarize findings across studies. Finally, few studies examined data from the same influenza season, which itself was inconsistently defined, such that comparison of frequencies across geographies or different populations during the same season was nearly impossible.
Conclusions
This is one of the first reviews to comprehensively examine influenza B burden. Despite the limitations and inconsistencies in reporting that minimize the ability to compare across studies, our findings suggest that influenza B can pose a significant burden to the global population; however, there are serious gaps in the understanding of the precise magnitude of this burden, and published reports regarding outcomes, complications, and costs are lacking in the peer-reviewed literature. Multiple influenza vaccine manufacturers have initiated studies to support approval of quadrivalent seasonal influenza vaccines that include an additional B strain to provide immunity against both lineages of influenza B. Additional data regarding the incidence, clinical burden, and economic impact of influenza B would help in the evaluation of the potential benefits of these vaccines.
Acknowledgments
This study was sponsored by MedImmune LLC, manufacturer of an influenza vaccine.
J. K. Schmier and C. M. Kuehn are employees of Exponent. K. J. Ryan is an employee of MedImmune. W. P. Glezen has served as an investigator in MedImmune-sponsored studies and has participated as a member of MedImmune advisory boards.
Human Participant Protection
This systematic review of literature did not include any human participants directly.
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