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. Author manuscript; available in PMC: 2014 Aug 20.
Published in final edited form as: Curr Opin Endocrinol Diabetes Obes. 2013 Oct;20(5):377–388. doi: 10.1097/01.med.0000433067.01671.f5

A complications-based clinical staging of obesity to guide treatment modality and intensity

Sunil Daniel 1, Taraneh Soleymani 1, William T Garvey 1
PMCID: PMC4139285  NIHMSID: NIHMS614570  PMID: 23974764

Abstract

Purpose of review

The current medical model for obesity management is BMI-centric because BMI is the predominant measure used to gauge disease severity, as well as indications for various treatment modalities. Recent advancements in therapy and understanding of the relationship between BMI and obesity-related complications call for a re-examination of this approach.

Recent findings

Advancements in treatment, including the recent approval of two new weight loss medications in the USA, have enabled development of new medical models for management of obesity. On the basis of accumulating data demonstrating the benefits of weight loss regarding multiple obesity-related complications (e.g., diabetes prevention, type 2 diabetes mellitus, cardiovascular disease risk, nonalcoholic steatohepatitis, sleep apnea), a complications-centric model is proposed that employs weight loss as a tool to treat and prevent obesity comorbidities. This model assures that the aggressiveness of therapy is commensurate with disease severity, and that therapy is directed at those obese patients who will benefit most from weight loss therapy. The treatment algorithm is comprehensive in addressing complications and quantitative when possible in the staging of risk or disease severity.

Summary

A complications-centric approach to obesity management identifies patients who will benefit most from weight loss, and optimizes patient outcomes, benefit/risk ratio, and the cost–effectiveness of interventions.

Keywords: cardiometabolic disease, complications, obesity, treatment algorithm, weight loss

INTRODUCTION

Obesity is arguably the most common medical problem seen today in primary care, and is a disease [1▪▪,24] that adversely affects mortality, morbidity, and quality of life (QOL) as a result of its associated complications [5,6]. These complications can broadly be categorized as cardiometabolic, mechanical, and lifestyle based. The health risks associated with being overweight and obese include a range of conditions, including diabetes, cardiovascular disease (CVD), hypertension, dyslipidemia, sleep apnea, some cancers, musculoskeletal disease, infertility, disability, dementia, and mortality[710]. Moderate weight loss (5–10%) has been associated with improvements in these obesity-related comorbidities [11▪], with lifestyle modification, pharmacotherapy, and bariatric surgery representing the three available treatment options. As per National Heart, Lung, and Blood Institute (NHLBI) guidelines, a comprehensive program of lifestyle modification is the initial option for achieving this goal [5]. In 2012, the US Food and Drug Administration (FDA) approved two new effective medications to be used as adjuncts to lifestyle modification based on the results of placebo-controlled trials [12,13,14▪▪,15]. Bariatric surgery is typically limited to severely obese patients (BMI ≥40 kg/m2) or those with a BMI of at least 35 kg/m2 and weight-related comorbidities and can be a highly effective weight-loss option [16▪▪]. Currently, a BMI-centric approach represents the most commonly employed algorithm for care. We will discuss the limitations of this approach in favor of a complications-centric model for the medical management of obesity. This latter approach emphasizes the identification and staging of complications, and treatment paradigm directed at patients who would derive the most benefit from weight loss.

BMI-CENTRIC APPROACH TO OBESITY MANAGEMENT

Adolphe Quetelet (1796–1874), a Belgian statistician, described the Quetelet Index of relative body weight in 1832, which was the ratio of weight in kilograms divided by the square of height in meters. Ancel Keys (1904–2004) later termed this the BMI in 1972 [17]. In 1985, BMI was adapted as the standard for evaluating overweight and obese patients by the National Institutes of Health [18]. A major shortcoming of BMI as a measure of adiposity is that the numerator (weight) of the index fails to distinguish between lean and fat mass [1921]. Variables that limit BMI as a comparative measure include aging, sex, physical fitness and muscular build, weight loss with exercise, racial differences, and clinical disease [2224]. A systematic review found that around 50% of individuals not labeled as obese by BMI might indeed have excess adiposity [25], helping to explain why BMI is a poor discriminator of cardiovascular risk in people with intermediate BMI (below 30) values.

Despite its limitations as a measure of adiposity, BMI is the predominant measure used to gauge the severity of obesity, and the key determinant of treatment indications in current guidelines and algorithms for management [26]. In 1997, the WHO put forth a classification of disease severity for overweight and obesity according to BMI as shown in Table 1. Using the WHO classification as a foundation, the NHLBI published clinical guidelines on the identification, evaluation, and treatment of overweight and obese adults in 1998 as shown in Table 2 [5]. In this algorithm, it is the presenting BMI value that largely dictates indications for lifestyle, medical, and surgical interventions, without reference to the presence or absence of obesity complications.

Table 1.

WHO classification of obesity by BMI, waist circumference, and associated disease risk

Classification BMI Waist circumference
BMI (kg/m2) Comorbidity risk Normal men ≤102 cm (≤40 in); women ≤88 cm (≤35 in) Elevated men >102 cm (>40 in); women >88 cm (>35 in)
Underweight <18.5 Low but there may be other clinical problems
Normal weight 18.5–24.9 Average
Preobese (Overweight) 25–29.9 Increased Increased High
Obese class I 30–34.9 Moderate High Very high
Obese class II 35–39.9 Severe Very high Very high
Obese class III ≥40 Very severe Extremely high Extremely high

World Health Organization. Report of a WHO consultation on obesity. Obesity: preventing and managing the global epidemic. World Health Organization: Geneva, 1998.

Table 2.

National Heart, Lung, and Blood Institute guide to selecting treatment for overweight and obesitya

Treatment BMI category
25–26.9 27–29.9 30–34.9 35–39.9 ≥40
Lifestyle (diet, physical activity, behavior) Yes Yes Yes Yes Yes
Pharmacotherapy No Only with comorbidities Yes Yes Yes
Surgeryb No No No. Only LAGB approved with ≥1 comorbidityb Only with comorbidities Yes

LAGB, laparoscopic adjustable gastric banding.

a

From the Summary of Recommendations in the Clinical Guidelines on the Identification, Evaluation, and Treatment of Overweight and Obesity in Adults, National Institutes of Health/National Heart Lung and Blood Institute, 1998. http://www.nhlbi.nih.gov/guidelines/obesity/ob_gdlns.pdf.

*

Bariatric surgeries require lifestyle medical follow-up.

b

US Food and Drug Administration (FDA)-approved Lap Band surgery for patients with BMI of at least 30 and one weight-related medical condition (February 2011).

The relationship between generalized obesity, as measured by the BMI, and its associated comorbidities is complex. Obesity can exacerbate insulin resistance and impel cardiometabolic disease progression to metabolic syndrome, prediabetes, diabetes, and CVD. However, insulin resistance exists largely independent of BMI, and BMI is a poor predictor of CVD when compared with other measurements such as waist/hip ratio [2732]. Importantly, up to 30% of obese individuals (BMI ≥30) are relatively insulin sensitive and do not have manifestations of cardiometabolic disease (i.e., the metabolically healthy obese), and up to 30% of lean individuals are insulin resistant with cardiometabolic disease manifestations [30,33,34]. Thus, obesity is neither necessary nor sufficient to explain the pathophysiology underlying cardiometabolic disease. Similarly, regarding the mechanical complications of obesity, the presence and severity of obstructive sleep apnea (OSA), osteoarthritis, gastroesophageal reflux disease (GERD), and stress incontinence can be poorly correlated with the BMI level [29]. Despite the poor correlation between baseline BMI, weight loss can be used as a therapeutic tool to treat obesity-related complications. Weight loss whether achieved by lifestyle intervention [35], medications [36,37▪▪,38,39], or bariatric surgery [40,41,42▪] can improve glucose tolerance and prevent progression to type 2 diabetes mellitus (T2DM) in high-risk individuals, ameliorate dyslipidemia, and lower blood pressures. It also improves symptoms related to OSA, GERD, osteoarthritis, and poor QOL. Therapeutic indications based primarily on BMI will fail to consistently identify patients with these obesity-related complications who will most benefit from weight loss therapy.

COMPLICATIONS-CENTRIC APPROACH TO OBESITY MANAGEMENT

In the general approach to the overweight/ obese patient, clinicians must identify patients who will benefit most from therapy, establish therapeutic targets and goals, and identify the modality and intensity of treatment in order to optimize the benefit/risk ratio. As alluded to above, a BMI-centric algorithm is not ideal. Rather, the patients who will benefit most from treatment have obesity-related complications that can be ameliorated by weight loss. A complications-centric medical model, rather than a BMI-centric model, is more rationally designed to achieve these goals. Aggressive and resource-intensive weight management would be directed at those patients with the highest severity of complications that are remediable using weight loss therapy [43,44].

Evaluation of the obese patient

In a complications-centric model, the existence and severity of complications at baseline is more important than the baseline BMI itself in determining the treatment modality and intensity for obesity [4446]. Therefore, the first step is to evaluate the patient for the presence and severity of obesity complications in order to develop an appropriate therapeutic strategy. In patients with cardiometabolic disease or risk factors, the objective of weight loss therapy is to reduce risk of future T2DM and CVD, and to treat patients with overt diabetes, hypertension, and dyslipidemia. This includes insulin-resistant patients with traits that comprise the diagnosis of metabolic syndrome [elevated waist circumference, fasting glucose, blood pressure, and triglycerides, and low high-density lipoprotein (HDL) cholesterol], patients with prediabetes, and those who have progressed to type 2 diabetes or CVD. The clinician should evaluate patients for the metabolic syndrome [47▪▪] and prediabetes [48], as this effectively identifies individuals at high risk for future diabetes and CVD. However, the metabolic syndrome and prediabetes have high specificity but low sensitivity for identifying patients with insulin resistance and cardiometabolic disease [11▪,49], and these entities alone will not identify significant proportions of at-risk patients. The initial evaluation should also screen for other disease entities that will benefit from weight loss, including nonalcoholic fatty liver disease (NAFLD) and sleep apnea. Finally, obese patients should be evaluated for mechanical complications such as problematic degenerative joint disease, GERD, stress incontinence, and immobility/disability.

Current obesity staging systems

There are two paradigms that have been developed for comprehensive clinical staging of obesity according to the severity of comorbidities that can be used to guide the modality and intensity of therapy.

Edmonton obesity staging system

A staging system for obesity was proposed by Sharma and Kushner in 2009 [43] as a guide to treatment intensity for weight loss. As shown in Table 3, Edmonton obesity staging system (EOSS) establishes five stages (0 through 4) that integrate the severity of obesity-related complications together with an assessment of the adverse functional impact imposed by complications on the well being and functional status of the patient. EOSS was the first cogent complications-centric strategy that went beyond BMI level and emphasized obesity-related complications as a basis for the intensity of weight loss therapy.

Table 3.

Edmonton obesity staging system

Stage Cardiometabolic and mechanical disease complications Functional impact
0 No risk factors No functional impairments or impairments in well-being
1 ‘Subclinical risk factors’: prediabetes, metabolic syndrome, NAFLD, borderline hypertension, dyspnea on moderate exertion Mild functional limitations and impairment of well-being, mild psychopathology, occasional aches and pains
2 Established chronic disease: T2DM, hypertension, sleep apnea, PCOS, osteoarthritis, GERD Moderate limitations in activities of daily living, moderate impairment of well-being, and/or moderate psychopathology (e.g., anxiety disorder)
3 Established end organ damage: myocardial infarction, heart failure, stroke, diabetes vascular complications, incapacitating osteoarthritis Significant functional limitations and/or impairment of well-being
4 Severe end-stage disabilities Severe limitations and impairment of well-being, severe disabling psychopathology

GERD, gastroesophageal reflux disease; NAFLD, nonalcoholic fatty liver disease; PCOS, polycystic ovary syndrome; T2DM, type 2 diabetes mellitus. Data from [43] and [45].

The EOSS is a valuable guideline for obesity management as it integrates an evaluation of the severity of both cardiometabolic disease and mechanical complications together with an assessment of functional impairment. However, there are two limitations. First the assessments are not quantitative and staging depends largely on clinical judgment. Second, it lacks granularity for cardiometabolic disease staging (CMDS). All patients with insulin resistance, prediabetes, metabolic syndrome, elevated hepatic transaminases, borderline hypertension, moderate dyspnea on exertion, and mild impairment of well-being are included within stage 1, which encompasses a wide range of risk for future diabetes and all-cause and CVD mortality. This lack of granularity is highlighted in the CMDS system described below wherein three stages (1, 2, and 3) differentiate a broad range of cardiometabolic disease risk that is encompassed within the single stage 1 of EOSS.

Cardiometabolic disease staging system

Garvey and coworkers [44,46] have recently proposed CMDS as a guide for treatment of obesity or other interventions intended to treat or prevent diabetes and CVD risk. CMDS is a single staging system that provides a quantitative assessment of risk for both future diabetes and all-cause and CVD mortality. CMDS assigns patients to one of five risk categories using quantitative parameters readily available to the clinician, including waist circumference, SBP and DBP, fasting blood levels of glucose, triglycerides, and HDL-C, as well as the 2-h oral glucose tolerance test (OGTT) value. With advancement from stage 0 to stage 4, there are significant increments in risk and adjusted hazard ratio for diabetes as validated using the Coronary Artery Risk Development in Young Adults (CARDIA) study national cohort, as well as increased risk and hazard ratios for both all-cause and CVD-related mortality in the National Health and Nutrition Examination Survey (NHANES) cohort [46]. This staging system provides a strong predictor of diabetes, CVD mortality, and all-cause mortality independent of BMI.

As shown in Table 4, individuals in stage 0 have no risk factors (i.e., metabolically healthy obese) and exhibit minimal rates of incident diabetes and all-cause and CVD mortality. Patients with one or two risk factors (waist, blood pressure, HDL, or triglycerides) comprise stage 1; these patients do not meet criteria for either metabolic syndrome or prediabetes, but exhibit increased risk of future diabetes. In stage 2, patients meet criteria for only one of the following: metabolic syndrome (three or four of the following risk factors: waist circumference, blood pressure, HDL, triglycerides), or impaired fasting glucose (IFG), or impaired glucose tolerance (IGT). Stage 3 describes patients who meet criteria for any two out of three: metabolic syndrome, IFG, and IGT. Several studies show that patients who meet criteria for metabolic syndrome and prediabetes, or IFG and IGT are at substantially higher risk for T2DM than patients who satisfy criteria for only one of these diagnoses [5056]. Stage 4 represents the highest severity stage of CMDS and includes patients with overt T2DM and/or CVD, and considers T2DM as CVD equivalent due to the high risk of future CVD events conferred by T2DM even in the absence of known CVD [56]. With advancement of CMDS from stages 0 to 4, there is a progression of risk for both diabetes and all-cause and CVD mortality.

Table 4.

Cardiometabolic disease staging

Stage Descriptor Criteria
0 Metabolically healthy No risk factors
1 One or two risk factors Have one or two of the following risk factors:
  1. High waist circumference (≥88 cm in women; ≥102 cm in men; and ≥80 cm in south-east Asian women and ≥90 in south-east Asian men)

  2. Elevated blood pressure (systolic ≥130 mmHg and/or diastolic ≥85 mmHg) or on antihypertensive medication

  3. reduced serum HDL cholesterol (<1.0 mmol/l or 40 mg/dl in men; <1.3 mmol/l or 50 mg/dl in women)

  4. elevated fasting serum triglycerides (≥1.7 mmol/l or 150 mg/dl)

2 Metabolic syndrome or prediabetes Have only one of the following three conditions in isolation:
  1. Metabolic syndrome based on three or more of four risk factors: high waist circumference, elevated blood pressure, reduced HDL-C, and elevated triglycerides

  2. Impaired fasting glucose (fasting glucose ≥5.6 mmol/l or100 mg/dl)

  3. Impaired glucose tolerance (2-h glucose ≥7.8 mmol/l or140 mg/dl)

3 Metabolic syndrome and prediabetes Have any two of the following three conditions:
  1. Metabolic syndrome

  2. IFG

  3. IGT

4 T2DM and/or CVD Have T2DM and/or CVD:
  1. T2DM (fasting glucose ≥126 mg/dl or 2-h glucose ≥200 mg/dl or on antidiabetic therapy)

  2. Active CVD (angina pectoris, or status after a CVD event such as acute coronary artery syndrome, stent placement, coronary artery bypass, thrombotic stroke, nontraumatic amputation due to peripheral vascular disease)

CVD, cardiovascular disease; HDL-C, high-density lipoprotein cholesterol; IFG, impaired fasting glucose; IGT, impaired glucose tolerance; T2DM, type 2 diabetes mellitus.

OBESITY-RELATED COMPLICATIONS AND WEIGHT LOSS THERAPY

Obesity-related complications, which can be ameliorated by weight loss therapy, can be broadly categorized as cardiometabolic, mechanical, and lifestyle factors.

Cardiometabolic disease

Cardiometabolic disease includes prediabetes, diabetes, and cardiovascular disease.

Prediabetes, diabetes, and cardiovascular disease

The spectrum of cardiometabolic disease begins with relative insulin resistance, which is a trait that is expressed early in life, detectable in children with origins perhaps in utero. Insulin resistance becomes associated with other metabolic traits and cardiovascular risk factors as patients age, and progresses to the clinically identifiable high-risk states of prediabetes [57] and metabolic syndrome [58], which then culminates in T2DM, or CVD, or both in individual patients. Thus, the consequences of cardiometabolic disease are severe, with T2DM being associated with elevated risk for morbidity and mortality [49], and CVD being the leading cause of death in Western societies. Although obesity can exacerbate insulin resistance, the relationship between generalized obesity, as measured by the BMI (kg/m2), and cardiometabolic disease is complex [46]. In short, generalized obesity can worsen cardiometabolic disease by exacerbating insulin resistance, but is neither necessary nor sufficient to impel the progression of this disease as a cause of diabetes and CVD.

Despite the complex relationship with generalized obesity, weight loss is highly effective in the treatment of cardiometabolic disease. Moderate weight loss (~10%) is sufficient to lower fasting glucose and insulin, enhance insulin sensitivity, reduce blood pressure, lower triglycerides, raise HDL cholesterol, decrease levels of hepatic transaminases, prevent progression to diabetes, lower HbA1c in patients with T2DM, and improve biomarkers of cardiovascular risk such as C-reactive protein, fibrinogen, and adiponectin [14▪▪,18,29,3236,45]. Perhaps, the greatest potential benefit of a complications-centric approach, in terms of public health and containment of heath care costs, is the use of weight loss to prevent diabetes in high-risk individuals [5]. For patients with T2DM, weight loss, whether induced by diet and exercise [35], bariatric surgery [42▪], or medications [36,37▪▪, 38,39], can improve control of glycemia, blood pressure, and lipids, while reducing the need for medications being used to specifically treat these metabolic abnormalities. The clinical trials programs for phentermine/topiramate extended-release [14▪▪,37▪▪,38] and lorcaserin [12,13,36] included studies on T2DM, and consistently demonstrated lower HbA1c with medication-assisted weight loss, together with the reduced need for medications in actively managed patients, when compared with patients treated with lifestyle modification alone. It could be argued that weight loss medications should be considered for any overweight or obese patient with overt T2DM who fail to achieve moderate weight loss (i.e., ~10%) with lifestyle modification.

Nonalcoholic fatty liver disease

NAFLD encompasses a spectrum of clinico-pathologic entities characterized by hepatic steatosis in the absence of significant alcohol use, and is associated with insulin resistance and the metabolic syndrome. It is the most common form of chronic liver disease in the USA and in many parts of the world. The spectrum of NAFLD ranges from simple hepatic steatosis with a generally benign course, to steatosis with nonspecific inflammation, to inflammation and fibrosis referred to as nonalcoholic steatohepatitis (NASH) that can progress to cirrhosis, hepatic failure, and hepatocellular carcinoma [59]. Unexplained elevations in liver enzymes affect up to 23% of American adults in the NHANES III cohort [6062], presumably attributable in large part to NAFLD [59,63]. This prevalence is much higher in patients with metabolic syndrome and T2DM (63%), and even higher (96%) in the morbidly obese [6466], wherein it contributes to excess deaths from cirrhosis and hepatic failure [67,68].

Weight loss resulting from very low calorie diets, gastric band surgery, and hypocaloric feeding in combination with increased physical activity has induced significant (up to 40%) reductions in mean liver fat based on radiological imaging [6971]. Several studies using the drug orlistat have shown improvements in biochemical, histological, and radiological profiles of NASH in obese patients following at least 10% weight loss [7274]. Similarly, surgical literature also shows significant improvement in the histological features of NASH, including resolution of disease in the majority of the patients who underwent roux-en-Y gastric bypass surgery [75,76].

Mechanical complications

Most common mechanical complications associated with obesity include obstructive sleep apnea, gastroesophageal reflux disease, and osteoarthritis.

Obstructive sleep apnea

OSA continues to be underdiagnosed in the general population [77], and even more so in the obese. With weight gain, even a 10% increase in body weight is associated with significant risk of developing OSA [78]. The prevalence of OSA is particularly high in obese patients with diabetes in whom prevalence rates as high as 86 percent have been reported [79]. OSA has been associated with CVDs, metabolic disorders, insulin resistance, and diabetes, and, therefore, its associated comorbidities result in a large population-level burden of morbidity [80].

Weight loss improves OSA. Lifestyle intervention with weight reduction has been shown to be a feasible and low-cost treatment for the vast majority of patients with mild OSA [81]. In recent clinical trials, the use of an intensive lifestyle approach, bariatric surgery, and medications to achieve weight loss significantly improved OSA among obese participants [82,83▪,84,85].

Gastroesophageal reflux disease

GERD-related complications include erosive esophagitis, Barrett esophagus, and esophageal adenocarcinoma [86], and have been increasing in frequency over the last several decades [87]. There is a strong positive association between increasing obesity and GERD symptoms and esophageal erosions [88].

Weight loss can dramatically improve GERD symptomatology. Complete resolution of symptoms in the majority of women with weight loss of 5–10%, and in men with more than 10% weight reduction, was observed in a clinical trial employing a structured weight loss program [88]. Bariatric procedures have also been shown to result in near normalization of GERD-related symptoms [8991].

Osteoarthritis

Osteoarthritis and its complications are common in most persons older than 65 years, and contribute to increasing economic and social burdens [92,93]. Obesity is strongly linked to osteoarthritis as a risk factor and weight loss is considered the treatment of choice, particularly with osteoarthritis of the knee [94,95]. For prevention, as little as 5.1 kg reduction over a 10-year period decreases the likelihood of developing knee osteoarthritis by 50% [96]. A systematic review and meta-analysis showed clinically significant reductions in pain and improvements in function as a result of weight loss in obese patients diagnosed with osteoarthritis [97].

Other complications

Weight loss has been shown to ameliorate and/ or prevent multiple other obesity-related complications including cancers, musculoskeletal disease, infertility, stress incontinence, disability, dementia, and mortality [8,9,98106].

Lifestyle factors

QOL and health-related QOL (HRQOL) encompass a person’s experiences, beliefs, and expectations with respect to physical, psychological, and social domains of health, and reflect an individual’s subjective evaluation of health and illness [107109]. There are several obesity-specific QOL instruments: Impact of Weight on Quality of Life (IWQOL), IWQOL-Lite, Obesity Specific Quality of Life (OSQOL), Obesity Related Well Being, Short-Form Health Survey (SF-36), and Sickness Impact Profile. Important domains of these instruments include health, social/interpersonal, work, mobility, self-esteem, sexual life, activities of daily living, bodily pain, general mental health, and relationship with food. There is growing evidence in favor of using these instruments as reliable and valid outcome measurement tools to assess obesity-specific QOL [110].

Obese persons experience significant impairments in HRQOL, which worsen with increasing body weight and the number of comorbid illnesses [6,109]. However, there is poor correlation between anthropometric measures and health, and BMI provides little insight into functionality, QOL, or other prognostic factors in an individual [43]. Weight loss, however, improves QOL and HRQOL. Several studies have reported significant improvements in QOL outcomes after surgical treatment of obesity [111114]. In several double-blinded, randomized, controlled trials, moderate weight loss (5–10%) was associated with improved HRQOL [115,116]. Furthermore, two studies have demonstrated the importance of baseline assessment of QOL as it relates to compliance to a lifestyle intervention and helping identify patients who may require additional support and reinforcement [117,118].

Psychological and behavioral factors

The lifestyle assessment of obese patients should include a history of psychological, behavioral, and social factors that may contribute to obesity and impact weight loss therapy [2]. Multiple variables assessed at baseline include weight-specific history, prior weight loss attempts, motivations, eating behavior/disorders, depression, anxiety, body image, readiness for change, and QOL [119]. These assessments most importantly identify individual patients who may require more intensive or specialized programs for lifestyle modification. These factors should also be used to determine whether patients are appropriate candidates for bariatric surgery. Although the relationship between obesity and psychopathology remains unclear, several studies have shown possible links between obesity and depression and anxiety [120124].

In particular, it is important to evaluate patients for binge eating disorder (BED), which is prevalent in obese individuals and is characterized by loss of control while eating unusually large amounts of food [125▪]. BED has been established as a formal diagnosis in Diagnostic and Statistical Manual of Mental Disorders, fifth edition (DSM-V) [126]. A recent study found cognitive-behavioral therapy (CBT), an established treatment of choice for BED [127], and weight loss to be effective in treating BED, and that remission of binge-eating was associated with significantly greater weight loss [128]. A systematic review of randomized controlled trials indicated that combination therapies (CBT and medication) for BED improve both binge eating and weight loss [129].

A COMPREHENSIVE COMPLICATIONS-CENTRIC ALGORITHM FOR TREATING OBESITY

A comprehensive complications-centric obesity treatment algorithm (COTA) is shown in Fig. 1. In evaluating patients for obesity-related complications, we have endeavored to be comprehensive in addressing both cardiometabolic and biomechanical complications, and to highlight psychological and behavioral factors that call for more intensive or specialized programs for lifestyle modification. Furthermore, we have been quantitative in the staging of the severity of complications when possible. In this way, we have incorporated the comprehensive approach pioneered by the EOSS and addressed shortcomings regarding lack of quantification and granularity for differentiating complication severity and disease risk. In addition, we have incorporated CMDS as a quantitative approach to assessing severity of cardiometabolic disease and the attendant risk of T2DM and CVD, together with the broad-based evaluation of all other key complications that can be treated with weight loss. COTA builds upon the recent algorithm from the American Association of Clinical Endocrinologists [47▪▪] by providing a comprehensive approach to evaluation of obesity-related complications.

FIGURE 1.

FIGURE 1

Comprehensive obesity treatment algorithm (COTA). The figure illustrates the three steps of a complications-centric model for the management of obesity. In step 1, a comprehensive approach to the identification and staging of obesity-related complications is depicted using quantitative measures wherever possible. Step 2 indicates that weight loss therapy can be intensified, whether involving lifestyle modification or medications or bariatric surgery options, to achieve the targeted improvements in complications. Step 3 reflects the observation that there is a dose–response relationship between the amount of weight loss and the degree of improvement for multiple complications. GERD, gastroesophageal reflux disease; OSA, obstructive sleep apnea.

Step 1 involves the assessment of patients for the presence and severity of obesity-related complications. COTA delineates assessment of complications in the following categories: cardiometabolic, mechanical, others, and lifestyle factors. Clinical assessment will include medical history, examination, laboratory data, diagnostic procedures (e.g., ECG, 2-h OGTT), and assessment of psychosocial factors and functional limitations. CMDS, as described above, is used to quantitatively assess risk for diabetes, and all-cause and CVD mortality. NAFLD is included as a component of cardiometabolic disease pathophysiology, and staging incorporates histological markers of disease severity if liver biopsy data are available. Mechanical complications include OSA that can be quantitatively assessed using the apnea-hypopnea index. The severity of other mechanical complications, such as GERD, osteoarthritis, and immobility, are best ascertained by clinical judgment. The other category encompasses polycystic ovary syndrome (PCOS), stress incontinence, and cancer prevention, which, again, are best assessed as indications for weight loss therapy based on clinical judgment. Lifestyle factors include QOL, which can be targeted for improvement by weight loss, as well as factors such as abnormal eating behaviors and psychopathologies that are important in identifying patients who will generally require more intensified or specialized programs for lifestyle modification therapy.

In step 2, the clinician selects the modality and intensity of therapy (Table 5) [5,130133] based on the initial evaluation and staging, as well as objective targets for improvements in the complications. The aggressiveness of therapy is determined to achieve the amount of weight loss that is sufficient to improve complications to the desired target. Lifestyle modification is the cornerstone of obesity management and its effective application is essential for optimal outcomes in all patients. Medications are used as an adjunct to lifestyle modification [47▪▪]. Lifestyle modifications are also needed for optimal outcomes following bariatric surgery to promote weight loss following the procedure [especially after laparoscopic adjustable gastric banding (LAGB)], to prevent weight regain over time, and to assure required intake of nutrients. Weight loss therapy must be individualized based on patient attributes such as age, access, cost, safety, adherence, readiness for change, psychological and behavioral factors, and other individual circumstances. There is a dose–response between the amount of weight loss and improvements in various obesity-related complications, and weight loss therapy can be intensified over a broad range to obtain the desired improvements [134].

Table 5.

Therapeutic options for weight loss

Modality (references) Description
Lifestyle modification [5,130] Diet, exercise, and behavioral therapy
Intense lifestyle modification [131] Diet, exercise, and behavioral therapy +weekly visit (individual and group sessions) +behavior modification curriculum ± meal replacement ± pharmacotherapy
Medication [132] New: phentermine/topiramate extended release, lorcaserin
Previous: orlistat, phentermine, benzphetamine, diethylpropion, and phendimetrazine
Surgery [133] Vertical banded gastroplasty roux-en-Y gastric bypass
Laparoscopic adjustable gastric banding
Sleeve gastrectomy
Biliopancreatic diversion and duodenal switch

Step 3 involves reassessment of the patient with respect to complications after equilibrium weight loss is achieved. If complications have not been optimally improved to target, then intensification of weight loss therapy is required together with or without treatment with agents that are specifically designed to treat individual complications (e.g., diabetes, lipid-lowering, or hypertension medications).

CONCLUSION

Advancements in treatment modalities for obesity have enabled development of medical models for management [44]. We have made the argument that a complications-centric model that employs weight loss as a tool to treat and prevent obesity comorbidities will assure that the aggressiveness of therapy is commensurate with disease severity. This approach is designed to identify patients who will most benefit from weight loss, and optimize patient outcomes, the benefit/risk ratio, and the cost–effectiveness of interventions. We have proposed a comprehensive COTA that is comprehensive in addressing complications (as in EOSS), and quantitative when possible in the staging of risk or disease severity (as in CMDS).

KEY POINTS.

  • Overview of obesity staging systems.

  • Obesity and related complications (cardiometabolic, mechanical, lifestyle, and others).

  • A comprehensive and complications-centric obesity treatment algorithm to help clinicians identify patients who will benefit most from weight loss therapy.

  • Review of current modalities for treatment of obesity (lifestyle modification, medications, and surgery).

Footnotes

Acknowledgements

None.

Conflicts of interest

This work was supported by the Merit Review program of the Department of Veterans Affairs, the National Institutes of Health (DK-038765 and DK-083562), and the UAB Diabetes Research Center (P60-DK079626).

W.T.G. is a speaker for Merck, Amylin, and Liposcience. He is on the advisory boards of Daiichi-Sankyo, Vivus, Alkermes, Eisai, Liposcience, Tethys Bioscience, and Janssen. He receives research support from Merck, Amylin, and Weight Watchers. S.D. is a speaker for Vivus. T.S. is a speaker for Vivus.

REFERENCES AND RECOMMENDED READING

Papers of particular interest, published within the annual period of review, have been highlighted as:

▪ of special interest

▪▪ of outstanding interest Additional references related to this topic can also be found in the Current World Literature section in this issue (pp. 495–496).

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