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. 2023 Feb 23;12:23. doi: 10.1186/s13643-023-02175-8

A systematic review of risk factors for mortality among tuberculosis patients in South Africa

Tamaryn J Nicholson 1, Graeme Hoddinott 1, James A Seddon 1,2, Mareli M Claassens 1,3, Marieke M van der Zalm 1, Elisa Lopez 1,4, Peter Bock 1, Judy Caldwell 5, Dawood Da Costa 6, Celeste de Vaal 7, Rory Dunbar 1, Karen Du Preez 1, Anneke C Hesseling 1, Kay Joseph 5, Ebrahim Kriel 8, Marian Loveday 9,10, Florian M Marx 1,11, Sue-Ann Meehan 1, Susan Purchase 1, Kogieleum Naidoo 10, Lenny Naidoo 5, Fadelah Solomon-Da Costa 5, Rosa Sloot 1, Muhammad Osman 1,12,
PMCID: PMC9946877  PMID: 36814335

Abstract

Background

Tuberculosis (TB)-associated mortality in South Africa remains high. This review aimed to systematically assess risk factors associated with death during TB treatment in South African patients.

Methods

We conducted a systematic review of TB research articles published between 2010 and 2018. We searched BioMed Central (BMC), PubMed®, EBSCOhost, Cochrane, and SCOPUS for publications between January 2010 and December 2018. Searches were conducted between August 2019 and October 2019. We included randomised control trials (RCTs), case control, cross sectional, retrospective, and prospective cohort studies where TB mortality was a primary endpoint and effect measure estimates were provided for risk factors for TB mortality during TB treatment. Due to heterogeneity in effect measures and risk factors evaluated, a formal meta-analysis of risk factors for TB mortality was not appropriate. A random effects meta-analysis was used to estimate case fatality ratios (CFRs) for all studies and for specific subgroups so that these could be compared. Quality assessments were performed using the Newcastle-Ottawa scale or the Cochrane Risk of Bias Tool.

Results

We identified 1995 titles for screening, 24 publications met our inclusion criteria (one cross-sectional study, 2 RCTs, and 21 cohort studies). Twenty-two studies reported on adults (n = 12561) and two were restricted to children < 15 years of age (n = 696). The CFR estimated for all studies was 26.4% (CI 18.1–34.7, n = 13257 ); 37.5% (CI 24.8-50.3, n = 5149) for drug-resistant (DR) TB; 12.5% (CI 1.1–23.9, n = 1935) for drug-susceptible (DS) TB; 15.6% (CI 8.1–23.2, n = 6173) for studies in which drug susceptibility was mixed or not specified; 21.3% (CI 15.3-27.3, n = 7375) for people living with HIV/AIDS (PLHIV); 19.2% (CI 7.7–30.7, n = 1691) in HIV-negative TB patients; and 6.8% (CI 4.9–8.7, n = 696) in paediatric studies. The main risk factors associated with TB mortality were HIV infection, prior TB treatment, DR-TB, and lower body weight at TB diagnosis.

Conclusions

In South Africa, overall mortality during TB treatment remains high, people with DR-TB have an elevated risk of mortality during TB treatment and interventions to mitigate high mortality are needed. In addition, better prospective data on TB mortality are needed, especially amongst vulnerable sub-populations including young children, adolescents, pregnant women, and people with co-morbidities other than HIV. Limitations included a lack of prospective studies and RCTs and a high degree of heterogeneity in risk factors and comparator variables.

Systematic review registration

The systematic review protocol was registered in the International Prospective Register of Systematic Reviews (PROSPERO) under the registration number CRD42018108622. This study was funded by the Bill and Melinda Gates Foundation (Investment ID OPP1173131) via the South African TB Think Tank.

Supplementary Information

The online version contains supplementary material available at 10.1186/s13643-023-02175-8.

Keywords: TB mortality, Case fatality, Risk factors, Systematic review, South Africa

Background

A tuberculosis (TB) death is defined as any death during an episode of TB, regardless of treatment or the underlying cause of death [1]. This may include death before or during TB treatment but does not include death after successful completion of antituberculosis treatment [1]. In 2021, the World Health Organization (WHO) estimated that 10.6 million people developed TB worldwide and approximately 1.6 million TB deaths occurred [2]. This included an estimated 304,000 incident cases of TB and 23,000 HIV-negative and 33,000 HIV-positive TB deaths in South Africa [2].

The End TB strategy aims to reduce the annual number of TB deaths (as reported in 2015) by 75% by 2025 and by 95% by 2035, for a reduction in TB CFR from 15% to 6.5% by 2025 [3]. Interim progress against these ambitious targets is measured by evaluating whether milestones have been reached within particular time frames [3]. By 2019, South Africa had reached milestones set for reducing TB incidence but not for reducing TB CFR [4], and a TB CFR of 19% was estimated for 2020 [2]. Although the proportion of all deaths due to TB in South Africa has declined from 6.5% in 2016 to 6% in 2018, TB remains the leading cause of death in South Africa [5].

In a systematic review of risk factors for mortality in people on TB treatment globally between 1966 and 2010, two distinct epidemics dependent on TB/HIV burden were described [6]. In high TB/HIV regions HIV positivity, the presence of atypical changes on X-ray, sputum smear-negative disease, advanced immunosuppression, and malnutrition were identified as risk factors for mortality. In settings with low TB/HIV prevalence, increased age, typical features of severe TB on chest radiograph, smear positivity and low socioeconomic status were identified as risk factors [6]. In South Africa, a country with a high burden of TB, HIV, and DR-TB, individual studies have identified co-infection with HIV [712]; failing to start treatment following a TB diagnosis [13]; undiagnosed TB (found at post mortem) [14, 15]; drug resistance [11, 1618]; and co-morbidities like diabetes [19] as important risk factors for TB mortality. However, there is no comprehensive review of the risk of TB mortality or the relative importance of risk factors for TB mortality in South Africa. National TB policymakers have prioritised understanding TB mortality in South Africa and the analysis of data from 2010 onwards.

We aimed to identify risk factors for TB mortality during TB treatment in South Africa for patients with DS-TB, DR-TB, with and without HIV, and for adult and paediatric populations.

Methods

Identification and selection of papers

This systematic review is reported according to PRISMA guidelines (Additional file 1: PRISMA 2020 Checklist) [2022]. An initial search using “Tuberculosis” AND [“treatment outcomes” OR “death” OR “mortality” OR “poor outcome”] AND [“risk factors” OR “determinants” OR “predictors” OR “contributing factors”] AND [“South Africa” OR “Southern Africa” OR “Sub-Saharan Africa” OR “Africa”] was run across BioMed Central (BMC), PubMed®, EBSCOhost, Cochrane, and SCOPUS for publications between January 2010 and December 2018. Searches were conducted between August 2019 and October 2019.

Titles were screened and duplicates identified and removed. Unique titles were reviewed, and studies excluded if they did not investigate risk factors for mortality in TB patients, were in vitro or animal studies, or were review, editorial, opinion, comment, response, or other non-data driven article-types. Concurrent work evaluating mortality using data from a comprehensive programmatic dataset of South African TB treatment registers was in progress at the time of the review [23, 24] and to prevent duplication of findings from the same data sources, studies based on the routine programmatic TB registers (ETR.Net or EDRWeb) were excluded from our review. During the abstract review process, two reviewers excluded further articles based on initial exclusion criteria used for screening titles: mortality not being a defined outcome for the study, a focus on all-cause mortality instead of mortality associated with TB, very narrow sampling criteria, or research designs other than clinical cohort, cross-sectional, or case comparison. We did not set any exclusion criteria for timing of death, before or during TB treatment. Studies were grouped for synthesis by subgroup and TB mortality risk factors to determine comparability.

Data abstraction and analysis

We conducted data abstraction via online survey using Research Electronic Data Capture (REDCap) [25]. Data included year of publication; TB drug susceptibility test (DST) pattern; eligible population; age groups; sampling strategy; sample size; definition of TB death or CFR; TB treatment and duration; risk factors for death including effect measures and 95% confidence intervals (CI); and the limitations of the study (full list presented in Additional file 1: Complete list of outcomes and variables for which data were sought). Each article was independently reviewed by two of 23 researchers, and any disagreement was resolved in discussion with the principal investigator.

Data extracted were tabulated and subgroups and comparability of risk factors assessed. Due to heterogeneity in effect measures and risk factors evaluated, a formal meta-analysis of risk factors for TB mortality was not appropriate. We conducted a random effects meta-analysis using the restricted maximum likelihood estimation method to establish CFRs for all studies and for specific subgroups to contribute to our understanding of mortality risk factors; however, this was not an original aim of the study. One author assessed the quality of evidence for case control and cohort studies using the Newcastle-Ottawa scale (NOS) [26] and used the Cochrane Risk of Bias Tool [27] to assess the quality of randomised control trials (RCTs).

Results

Literature search results

We identified 1995 titles for screening and 24 publications met our inclusion criteria (Fig. 1). Study designs included retrospective studies (n = 13), prospective cohort studies (n = 8), two RCTs and one case control study.

Fig. 1.

Fig. 1

Flow diagram outlining the selection of studies included in systematic review

Methodological quality of studies included

Based on the NOS, most cohort studies (n = 21) rated well overall, as well as for selection criteria, comparability, and outcomes. However, in relation to loss to follow-up (LTFU), seven studies either reported attrition greater than 10% without demonstrating a lack of systematic difference between those followed and those LTFU or did not report the number of those LTFU (Additional file 1: Table 1). The two RCTs performed well overall and were rated as low risk, but a lack of blinding was a possible source of bias for both (Additional file 1: Table 2). The case control study scored six out of a maximum of eight points (Additional file 1: Table 3).

Study characteristics

There was heterogeneity in effect measures with risk factors reported as hazard ratios (HRs), incidence rate ratios (IRR), odds ratios (ORs), and risk ratios (RRs). Twelve studies reported exclusively on DR-TB, and this accounted for 39% of all patients (5149/13257). Of the three studies reporting exclusively on DS-TB, one was of miners and one of children. The remaining nine studies included four on patients with mixed DST patterns and five where the DST was not specified. Only two studies represented children, and these were restricted to very specific populations. The first was of children (defined as 0–13 years) with TB meningitis (TBM) [46] and the second of children (defined as 0–15 years) living with HIV but not on ART [49]. Nine of the studies were restricted to PLHIV and 14 of the remaining 15 studies included HIV as a variable. Only single studies evaluated factors like renal impairment [43], bilateral cavitary disease [28], and adverse events [35] (Table 1).

Table 1.

Studies included the TB mortality review ranked by case fatality ratio, 2010–2018 (n = 24)

First author and design Year a DST pattern Study location Study population Sample size Deaths CFR b (%) Main risk factors identified (effect measure)

Pietersen [17]

Prospective Cohort

2014 XDR Western sub-district, Cape Town, Western Cape; Upington, Northern Cape; Johannesburg, Gauteng. Adult XDR-TB patients 107 78 72.9 HIV status; ART; gender; net conversion; net reversion; age at diagnosis; drugs in treatment regimen; mixed ancestry (HR)

Gandhi [18]

Case Control

2012 MDR, XDR Tugela Ferry, KwaZulu-Natal HIV+ adult MDR- and XDR-TB patients 262 189 72.1 CD4 count; drug resistance pattern; ART status (HR)

Kvasnovsky [28]

Retrospective Cohort

2011 XDR Port Elizabeth, Eastern Cape TB patients starting treatment 274 160 58.4 Age; weight; bilateral cavity disease; smear; previous TB treatment; status; year; ART status (OR)
Pietersen [29] Retrospective Cohort 2015 XDR Western Cape and Northern Cape Adults (≥ 18) with genotyped isolates 178 93 52.2 Weight at diagnosis; HIV status; Capreomycin resistance; TB drugs (Capreomycin, Moxifloxacin; Co-amoxicillin/clavulanic acid) (OR)

Marais [30]

Retrospective Review

2011 DS, MDR Manenberg, Cape Town, Western Cape Adults with CSF-confirmed TBM. 120 59 49.2 CD4; British Medical Research Council TBM disease grade (OR)
O'Donnell [31] Retrospective Cohort 2013 XDR KwaZulu-Natal XDR TB adult (> 18 years of age) 114 48 42.1 Gender; previous TB treatment; HIV status; culture conversion within 2 months; ART (HR)

Dheda [32]

Retrospective Cohort

2010 XDR Western Cape, Eastern Cape, Northern Cape, Gauteng Adults (≥ 16) 199 83 41.7 Regimen; previous TB treatment; HIV (HR)
Olaleye [33] Retrospective Cohort 2016 MDR Witbank, Mpumalanga Adults 442 151 34.2 Smear; HIV status; gender; age (HR)

Janssen [34]

Prospective Cohort

2017 DS Khayelitsha, Cape Town, Western Cape HIV+ adults with CD4+ < 350 60 16 26.7 Mycobacteremia; treatment delay (HR)

Umanah [35]

Retrospective Review

2015 MDR Johannesburg, Gauteng HIV+ adults (≥ 18) alive > 24 h of initiating Rx. 947 181 19.1 Weight; TB location; regimen; age; sex; CD4; co-morbidity; adverse events; other opportunistic infections; cavitary radiograph changes (OR)

Marais [36]

Retrospective Review

2014 MDR Johannesburg, Gauteng MDR TB patients in hospital 351 65 18.5 Diagnosis year; gender; TB strain; age (OR)

Brust [37]

Retrospective Cohort

2010 MDR Durban, KwaZulu-Natal Minimum age not specified (9.6% reported < 20 years old). 1 209 223 18.4 HIV status; previous TB treatment; mono-resistance (Ethambutol); year (OR)

Pepper [38]

Prospective Cohort

2011 DS, MDR Cape Town, Western Cape HIV+ adults eligible for ART at TB diagnosis 100 15 15 CD4+ count, 100 cells/mL (OR)

Lawn [39]

Prospective Cohort

2017 DS, RIF mono Klipfontein, Cape Town, Western Cape HIV+ adults (≥ 18) 139 19 13.7 u-LAM; gender; mono-resistance (HR)

Griesel [40]

Prospective Cohort

2018 NS Cape Town, Western Cape Hospitalised HIV+ adults (≥ 18), cough and one WHO danger sign 255 34 13.3 Respiratory rate; temperature; patient-ambulance; HIV status; BMI; ART; hypotension; confusion (OR)

Field [41]

Retrospective Review

2014 NS North West Province (Platinum Mine) Adult miners 4 162 509 12.2 Diagnosis age; diagnostic certainty; HIV/ART status; TB location (IRR)
Kerkhoff [42] Prospective Cohort 2016 NS Cape Town, Western Cape HIV+ adults; ART naïve or newly diagnosed 174 21 12.1 Hepcidin level; HIV status-CD4; HIV status-viral load; ambulation (HR)

Kendon [43]

Retrospective Review

2012 NS Durban, KwaZulu-Natal HIV+ adult in-patients on TB therapy for HIV-associated TB and adults on TB therapy at ART initiation 458 55 12.0 ART timing; renal impairment; inpatient initiation; TB site (HR)

Brust [44]

Prospective Cohort

2018 MDR KwaZulu-Natal Adults (≥ 18) 206 24 11.7 Age; HIV status; previous TB treatment, chest radiograph; gender; CD4 (HR)

Loveday [45]

Prospective Cohort

2012 MDR KwaZulu-Natal (Specialised TB hospital, 4 MDR sites) MDR TB adults (≥ 18); 860 97 11.3 Site; age (OR)

Seddon [46]

Retrospective Cohort

2012 DS, MDR, INH mono, RIF mono Cape Town, Western Cape Children under 13 years confirmed or probable TBM. 123 11 8.9 MDR TB; HIV status (OR)

Abdool Karim [47]

Randomised Control Trial

2010 NS Durban, KwaZulu-Natal Adult smear+ HIV+ with CD4+ counts < 500 cells/mm3 642 52 8.1 Integrated vs sequential ART (HR)

Churchyard [48]

Randomised Control Trial

2011 DS Free State Adult miners 1 302 104 8.0 Screening-timing at 6 and 12 months (HR)

Yotebieng [49]

Retrospective Cohort

2010 DS Soweto, Johannesburg, Gauteng ART-naive HIV+ children initiated on TB treatment 573 37 6.5 HIV status; ART timing; weight (HR)

ART antiretroviral therapy, CFR case fatality ratio, CSF cerebrospinal fluid, DR drug-resistant, DS drug-susceptible, DST drug-susceptible test, HR hazard ratio, INH isoniazid, IRR incident rate ratio, MDR multidrug-resistant, Mono mono-resistant, NS non-specified, OR odds ratio, RMR rifampicin mono-resistant, RR relative risk, TB tuberculosis, TBM tuberculosis meningitis, u-LAM urinary lipoarabinomannan, XDR extensively drug-resistant; + positive, − negative

aYear refers to the year of publication

bCase fatality ratio calculated as the number of deaths as a proportion of the total sample size

Reporting of TB diagnosis, treatment regimens and time to death across studies was inconsistent: all studies reported some element of laboratory confirmation, but this varied with the reporting of smear, culture, and GeneXpert MTB/RIF assay (Xpert; Cepheid, Sunnyvale, CA); 14 studies described treatment regimens; 13 the duration of treatment; 9 time from treatment initiation to death; 4 time from diagnosis to death; and 2 reported place of death (Table 2). The CFR estimated for all studies was 26.4% (CI 18.1–34.7, n = 13257); 37.5% (CI 24.8–50.3, n = 5149) for DR-TB; 12.5% (CI 1.1–23.9, n = 1935) for DS-TB; 15.6% (CI 8.1–23.2, n = 6173) for studies in which drug susceptibility was mixed or not specified and 6.8% (CI 4.9–8.7, n = 696) in paediatric studies. There was little difference in CFRs estimated for PLHIV (21.3%, CI 15.3–27.3, n = 7375) and HIV-negative TB patients (19.2%, CI 7.7–30.7, n = 1691); this is because five of six studies reporting on HIV-negative patients were restricted to DR-TB patients, elevating the CFR for this subgroup (Figs. 2 and 3).

Table 2.

Frequency of reported key diagnostic and treatment variables among included studies, South Africa, 2010–2018 (n = 24)

Number of studies %
Method of TB diagnosis
 Clinical 6 25.0
 Chest radiograph 5 20.8
 Laboratory a 24 100.0
 - Smear 10 a 41.7
 - Culture 21 a 87.5
 - Xpert 6 a 25.0
 Not reported 1 b 4.2
 Other 2 8.3
Treatment regimen described 14 58.3
Place of death reported 2 8.3
Duration (timing)
 - Between diagnosis and death 4 16.7
 - Between treatment initiation and death 9 37.5
 - Of treatment 13 54.2

TB tuberculosis

aLaboratory diagnosis is a subset of method of TB diagnosis. Some studies reported performing more than one type of laboratory diagnosis. The sum of these diagnostics therefore exceeds the total number of studies reported

bOne study included 23% (959/4162) of TB patients with no data on the method of diagnosis [41]

Fig. 2.

Fig. 2

Results of a random effects meta-analysis for case fatality ratios across all studies, South Africa, 2010–2018

Fig. 3.

Fig. 3

Results of a random effects meta-analysis for case fatality ratios of specific populations in South Africa, 2010–2018, with Panel A: drug-resistant TB, Panel B: drug-susceptible TB, Panel C: drug susceptibility mixed or not specified, Panel D: HIV+, Panel E: HIV- (Note: Five of the six studies reported on drug-resistant TB, elevating the case fatality ratio for this group), Panel F: children

Case fatality ratios

In the three studies reporting on individuals with DS-TB, 67% (1302/1935) of patients were included from a single study of adult miners [48] and 33% (633/1935) were PLHIV. The highest CFR (26.7%, 16/60) was reported during hospitalisation for PLHIV with CD4 counts < 350 cells/mm3 and included death due to suspected bacterial sepsis and disseminated TB [34]. In that study, all patients had started TB treatment within a median of 1 day from diagnosis and 31% of TB patients who died were on ART [34]. In the single study of children with DS-TB the CFR was 6.5% and included seven children with HIV who died prior to initiating antiretroviral therapy (ART). These children died between 2004 and 2008 prior to universal ART access [49] (Table 3).

Table 3.

Tuberculosis case fatality ratios by specific population and reported subgroups, South Africa, 2010–2018

Specific population First author and year published Total study population Deaths CFR Subgroup n Deaths CFR Unknown outcome CFRg known outcomes
DS-TB, HIV+, children Yotebieng 2010 [49] 573 37 6.5 Death before ART 112 7 6.3 38 9.5
Death after ART 461 30 6.5 37 7.1
DST mixed or not specified, HIV+ Kerkhoff 2016 [42] 174 21 12.1 Hospitalised 116 12 10.3 8 11.1
Ambulatory 58 9 15.5 1 15.8
DST mixed or not specified, HIV+ Griesel 2018 [40] 255 34 13.3
DS-TB, HIV+ Janssen 2017 [34] 60 16 26.7
DST mixed or not specified, HIV+ Abdool Karim 2010 [47] 642 52 8.1 Integrated a ART 429 25 5.8
Sequential a ART 213 27 12.7
DS-TB Churchyard 2011 [48] 1 302 104 8.0 Miners: 6-month screening b 670 44 6.6
Miners: 12-month screening b 632 60 9.5
DST mixed or not specified Field 2014 [41] 4 162 509 12.2 HIV− or unknown 1 341 37 2.8
HIV+ on ART 675 106 15.7
HIV+ no ART 2 169 366 16.9
DST mixed or not specified, HIV+ Kendon 2012 [43] 458 55 12.0 Immediate c ART 303 47 15.5
Early c ART 85 7 8.2
Delayed c ART 70 1 1.4
DR-TB Pietersen 2015 [29] 178 93 52.3 Capreomycin rrs A1401G mutation 154 78 50.6
Capreomycin rrs wild type 24 15 62.5
DR-TB Kvasnovsky 2011 [28] 274 160 58.4 Treatment started 206 95 46.1
HIV− started treatment d 87 31 35.6
HIV+ started treatment d 108 55 50.9
DR-TB Dheda 2010 [32] 199 83 41.7 Total cohort 199 83 41.7 4 42.6
On XDR treatment 174 62 35.6
HIV+ on XDR treatment 82 34 41.5
HIV− on XDR treatment 92 28 30.4
DR-TB, HIV+ Umanah 2015 [35] 947 181 19.1 HIV+ with MDR 947 181 19.1 250 26.0
HIV+ ART before TB treatment 545 119 21.8 131 28.7
HIV+ ART after TB treatment 402 62 15.4 119 21.9
DR-TB Olaleye 2016 [33] 442 151 34.2 Age 15–60 431 144 33.4
Age 60–68 11 7 63.6
Men 252 79 31.3
Women 190 72 37.9
Mpumalanga resident d 196 19 9.7
Other province resident d 214 13 6.1
Unmarried d 87 22 25.3
Married d 57 31 54.4
Previous treatment d 89 26 29.2
No previous treatment d 345 123 35.7
HIV− 43 13 30.2
HIV (not tested) 227 70 30.8
HIV+ 172 68 39.5
On ART d 136 53 39.0
No ART d 22 7 31.8
Smear – d 247 53 21.5
Smear + d 183 90 49.2
DR-TB Pietersen 2014 [17] 107 78 72.9 General 107 78 72.9 11 81.3
DR-TB Brust 2018 [44] 206 24 11.7 HIV+ 150 19 e 12.7 27 e 15.4
HIV− 56 3 e 5.4 9 e 6.4
DST mixed or not specified Marais 2014 [36] 351 65 18.5 Total cohort 351 65 18.5 128 29.1
HIV− d 72 11 15.3 19 20.8
HIV+ d 203 45 22.2 53 30.0
HIV unknown d 49 9 18.4 29 45.0
DR-TB Gandhi 2012 [18] 262 189 72.1 MDR patients 123 78 63.4
XDR patients 139 111 79.9
DR-TB Loveday 2012 [45] 860 97 11.3 General 860 97 11.3 212 15.0
Site–centralised hospital 441 30 6.8 133 9.7
Site–decentralised 419 67 16.0 79 19.7
DR-TB O'Donnell 2013 [31] 114 48 42.1 General 114 48 42.1 19 50.5
DR-TB Brust 2010 [37] 1209 223 18.4 General 1209 223 18.4 252 23.3
HIV+ 362 90 24.9 81 32.0
Previous TB 959 160 16.7
HIV+, TBM Marais 2011 [30] 120 59 49.2 Total cohort 120 59 49.2 14 49.2
HIV+ 106 39 36.8
DST mixed or not specified, HIV+ Lawn 2017 [39] 139 19 13.7 u-LAM negative f 83 6 7.2
u-LAM positive f 53 13 24.5
DST mixed or not specified, HIV+ Pepper 2011 [38] 100 15 15.0
DST mixed or not specified, children, TBM Seddon 2012 [46] 123 11 8.9

ART antiretroviral therapy, CFR case fatality ratio, DR drug-resistant, DS drug-susceptible, INH isoniazid, IRR incident rate ratio, MDR multidrug-resistant, MR mono-resistant, NS non-specified, RIF rifampicin, TB tuberculosis, TBM tuberculosis meningitis, u-LAM urinary lipoarabinomannan, XDR extensively drug-resistant, + positive, − negative

aThe timing of ART initiation defined relative to TB treatment as: Integrated: where ART started within 4 weeks of starting TB treatment, or within 4 weeks of completing the intensive phase of TB treatment; and Sequential: ART: where ART was started within 4 weeks of completion of TB treatment [47]

bScreening: All miners were routinely screened for TB using a miniature screening chest radiograph (100 mm × 100 mm)

cThe timing of ART initiation defined relative to TB treatment as: Immediate: TB patients who started ART ≤ 28 days after starting TB treatment; Early: TB patients who started ART 29–56 days after starting TB treatment; Delayed: TB patients who started ART ≥ 57 days after starting TB treatment [43]

dFor these subgroups the unknown categories were not specified, and the sum of the subgroups does not equal to the study sample

e2 patients who died after cure were not classified by HIV status and could not be reported in each subgroup; and 2 patients who moved had unknown outcomes which were not disaggregated by HIV status

f3 patients did not have a u-LAM result

gCase fatality ratio calculated using deaths as a proportion of TB patients with a known outcome

Twelve studies reported on individuals with DR-TB studies (n = 5149), the lowest CFRs were reported for a small sample of HIV-negative patients (CFR = 5.4%, 3/56) [44] and those receiving treatment at centralised hospital sites (CFR = 6.8%, 30/441) [45]. The highest CFR was reported for a cohort of people with extensively drug-resistant (XDR) TB diagnosed between 2002 and 2008 after 5 years of follow up (CFR = 72.9%, 78/107; Table 3) [17]. In studies restricted to PLHIV (n = 9) the highest CFRs were reported for a small sample of patients who had a positive urinary lipoarabinomannan (u-LAM) test (CFR = 24.5%, 13/53) [39] and patients with DR-TB who were on ART prior to initiating TB treatment (CFR = 21.8%, 119/545) [35]. The factors associated with low CFRs were the same as those noted in studies of DS-TB; with ART initiated during TB treatment associated with a lower CFR of 5.8% (25/429) [47] (Table 3). In the two studies restricted to children, the CFR in those with TBM was 8.9% (11/123) [46], and 6.3% (7/112) [49] among children with HIV, prior to ART initiation (Table 3). Unknown TB treatment outcomes were reported in 10 studies. CFRs were higher when restricted to TB patients with known outcomes (Table 3).

Timing of mortality

Nine studies described the time to death from treatment initiation [17, 28, 31, 3335, 41, 45, 49]. Where time was reported continuously, Kaplan-Meier survival curves were shown over 12 [28] or 24 months [31] and in three studies the median time to death was reported for specific groups [35, 45, 49]. Among 573 ART-naïve children with HIV, treated for TB between 2004 and 2008, 37 children died after a median of 62 days of TB treatment, including seven children who died before ART initiation and 30 who died after ART initiation [49]. Where DR-TB treatment was provided between 2008 and 2009 in different settings, the median time to death was 43 days for those treated at centralised sites compared to 85 days for those treated at decentralised sites [45]. Considering the timing of ART in patients with multidrug-resistant (MDR)-TB treated between 2007 and 2010, the median time to death for those on ART prior to TB treatment was 139 days compared to 321 days for those starting ART after TB treatment [35]. Where time to death from treatment initiation was classified categorically, this varied with deaths reported per month of treatment [41] or at varied time points [17, 33, 34] after starting TB treatment. Survival curves were reported in three studies and time periods varied from 3 months to 3 years [18, 39, 44]. When analysing subgroups, a median survival from diagnosis of 42 days for patients with MDR-TB and 19 days for patient with XDR-TB was reported for patients treated between 2005 and 2006 [18].

Risk factors for TB mortality

We broadly characterised risk factors as demographic, baseline clinical characteristics, TB disease-related, TB treatment-related and HIV-related. However, factors falling into these categories were varied, some being unique to studies focusing on a sub-population (Additional file 1: Tables 4-7).

Demographic factors

Age was referenced in eight studies [17, 28, 33, 36, 41, 44, 45, 49]. The individuals with the highest risk for death were 25–42-year-old adults with XDR-TB, as compared to individuals < 25 years old with XDR-TB (aOR 3.5, 95% CI 1.3–9.6) [28]. Sex was evaluated in eight studies, but results were mixed and not significant [17, 18, 33, 35, 36, 39, 44, 46] (Additional file 1: Table 4).

Clinical factors

Weight was evaluated in three studies. Lower weight at TB diagnosis decreased the odds of survival among TB patients with XDR-TB [28]; being underweight (BMI 16–18.49 kg/m2) or severely underweight (BMI < 16 kg/m2) compared to those with a normal BMI (BMI 18.5 kg/m2–24.9 kg/m2) increased the odds of mortality among adults with DR-TB [35]; and in ART-naive children with HIV being severely underweight (weight-for-age Z-score <− 3) was associated with greater hazard of mortality [49] (Additional file 1: Table 5). A history of previous TB was reported as a risk factor for mortality in four studies [28, 30, 32, 41]. The greatest risk was reported for individuals with XDR-TB who had previously received MDR-TB treatment compared with those that had not (aHR 5.2, 95% CI 1.9–14.1) [32]. In a study restricted to South African miners, one or more previous TB episodes was associated with higher risk of mortality in the first month of treatment (aIRR 2.2, 95% CI 1.5–3.3) and in months 2–6 of treatment (aIRR 1.5, 95% CI 1.2–1.8) [41]. Specific elements of the diagnosis of TB were assessed as risk factors in eight studies [18, 28, 33, 35, 39, 41, 44, 48], six of which reported significant results. The greatest effect was in a group of South African miners treated for TB with microbiological data, where a ‘possible’ TB diagnosis (defined as a negative culture and/or smear) was associated with a greater risk of death within the first month of TB treatment compared to those with a ‘confirmed’ TB diagnosis (defined as a positive culture) (aIRR 6.3, 95%CI 3.2–12.4) [41]. Patients with positive uLAM results compared to those with negative results had a greater risk of death (aHR 4.2, 95% CI 1.5–11.8) [39] and adults with sputum smear-positive DR-TB were at increased risk compared to those with smear-negative disease (HR 3.3, 95% CI 2.1–5.6). Drug resistance was evaluated as a risk factor in four studies [18, 29, 39, 46]. The greatest risk associated with mortality was reported in a study of children with culture confirmed TBM where children with DR-TB had a higher risk for mortality compared to those with DS-TB (aOR 63.9, 95% CI 4.8–843.2) [46]. In a study of TB patients with MDR- and XDR-TB between 2005 and 2006, resistance to more drugs was associated with an increased hazard of mortality [18]. Site of disease was associated with risk of mortality in two studies, both of which reported lower risk in those with extrapulmonary TB when compared to those with pulmonary TB alone [41, 43]. Additionally, in individual studies TB molecular genotypes [36] and the setting of diagnosis (hospital vs ambulatory care) were evaluated [42] (Additional file 1: Table 5). Baseline haemoglobin ≥ 10 g/dL (HR 0.2, 95% CI 0.1–0.6) [43] and culture conversion in patients with XDR-TB, with final follow up sputum as conversion (HR 0.1, 95% CI 0.1–0.3) or reversion (HR 0.2, 95% CI 0.1–0.5) had a protective effect on mortality [17] (Additional file 1: Table 5).

Treatment-related factors

Drugs and regimens used for treating DR-TB were considered in five studies [17, 28, 29, 32, 35]. The use of ethambutol in XDR-TB treatment regimens among PLHIV was associated with an increased risk of mortality (HR 3.1, 95% CI 1.0–9.7) [17]. A significant protective effect was reported for increasing the number of drugs included in XDR-TB regimens (HR 0.6, 95% CI 0.5–0.8) [32] as well as the use of specific drugs (clofazimine and moxifloxacin) (Additional file 1: Table 6).

HIV-related factors

HIV status (independent of ART) was reported as a risk factor in six studies [17, 2830, 33, 46]. The greatest risk of mortality was reported in miners living with HIV not on ART (aIRR 3.6, 95% CI 1.9–6.7 for death in the first month of TB treatment and aIRR 7.8, 95% CI 5.2 to 11.8 2–6 months after starting TB treatment) [41]. In addition, co-infected adults with XDR-TB (aOR 2.9, 95% CI 1.3–6.3 [29]) or MDR-TB (HR 1.9, 95%CI 1.0–3.6) had an increased risk of mortality. For children with TBM, HIV was associated with an increased risk of mortality, but this effect was not significant in the final model when adjusted for drug resistance (aOR 6.2, 95% CI 0.9–41.3) [46]. CD4 count was evaluated as a risk factor in eight studies [18, 30, 35, 38, 40, 42, 44, 49] and found to be associated with mortality in six [18, 30, 38, 40, 42, 44]. Three of these studies analysed CD4 count as a continuous variable and reported increased risk of death as CD4 counts fell. The other three studies considered CD4 count categorically and the greatest effect was reported in adults living with HIV with CD4 < 100 cells/mm3 compared to CD4 > 100 cells/mm3 (aOR 18.0, 95% CI 1.5–210.6) [38]. Two studies reported the effect of HIV viral load [42, 49] with viral suppression (< 5 log copies/ml) associated with decreased risk of mortality in children with HIV (HR 0.4, 95% CI 0.2–0.9) [49]. In adults with XDR-TB, initiating ART was associated with reduced risk of mortality in three studies (HR 0.1, 95% CI 0.0–0.5 [17], aHR 0.3, p value = 0.009 [18], and HR 0.4, 95% CI 0.2–0.8 [32]). Not being on ART was associated with increased risk of death compared to HIV-negative individuals (OR 2.5, 95% CI 1.0 to 6.3) [28]. Timing of ART was evaluated in patients with MDR-TB and initiating ART before initiating TB treatment was associated with increased risk of mortality (OR 1.7, CI 95% 1.0–2.7) [35] (Additional file 1: Table 7).

Discussion

Despite TB being preventable, treatable, and curable, in this systematic review we found that one in four South African patients with a TB diagnosis died. This is higher than the 15% (or one in seven) reported by the WHO for 2018 (in their most recent estimates of TB burden, generated for the Global Tuberculosis Report), because WHO numbers reflect estimates for all incident TB whereas our review is restricted to those on TB treatment, and because the WHO estimate includes deaths prior to TB notification and reflects deaths over a one-year period whereas our review includes some studies with greater periods of follow up and specific populations with higher risk of mortality [2, 50].

In our review, the risk of mortality was highest among patients with DR-TB, where death was observed in more than a third of all patients. In contrast, in those diagnosed with DS-TB, the risk was lower, with death observed in one in eight patients. Risk of mortality was equal for PLHIV and HIV-negative TB patients, with death observed in one in five patients in each group; however, this is because the pooled CFR for the HIV-negative group is based primarily on studies of DR-TB patients.

Individual studies included in this review indicate that HIV remains a major risk factor for TB mortality. This is in line with findings from previous studies as well as a national study evaluating treatment outcomes of all TB patients started on treatment, reporting that patients with HIV on ART had a greater hazard of death compared to patients without HIV, and those not on ART had two-threefold increased risk of mortality compared to patients who were HIV-negative [23, 24, 51]. In our systematic review, the protective effect of ART on TB mortality relates to patients treated between 1995 and 2012, a period when ART was not available for all PLHIV, including TB patients. Earlier work has shown that unknown HIV status is associated with increased risk of mortality compared to a negative status [8, 51], possibly as PLHIV had an unknown status and were not accessing ART. Our study findings are aligned with a meta-analysis reporting that ART during TB treatment reduced mortality by 44–71% [52]. In addition to ART timing, our study emphasizes the important protective role of viral suppression on ART against mortality; the extremely high CFR reported among hospitalised HIV-positive individuals with low CD4 counts < 350 cells/mm3 from suspected bacterial sepsis and disseminated TB, underscores the impact of failure to timeously diagnose and initiate treatment in patients for both TB and HIV, and possibly delayed patient health seeking behavior. In South Africa, the response to treating HIV and TB has shifted considerably with all PLHIV eligible for ART as of 2016 [53]. This increased access to ART is likely to reduce mortality in TB patients, but studies in our review did not cover this period.

Previous TB treatment was reported as a risk factor in two studies we reviewed [28, 32]. Studies of routine data have also shown significant associations between previous treatment history and increased TB mortality [8, 23, 24, 51], suggesting this may relate to the proportion of undiagnosed DR-TB in patients with previous TB treatment [8], a higher likelihood of extensive lung damage, and previous TB episode-related co-morbidities [51]. Drug regimens administered to TB patients may impact the risk of mortality, but these effects are unclear. As all DR-TB treatment outcomes were reported for 2015 or earlier, our review did not include the use of bedaquiline, delamanid, or newer shorter regimens for DR-TB but indicated protective effects for moxifloxacin, clofazimine, and the number of drugs included in XDR-TB treatment regimens [32]. These results have been confirmed in patients with HIV and DR-TB, treated with at least one WHO DR-TB Group A drug (moxifloxacin, levofloxacin, bedaquiline, or linezolid), who were at a significantly lower risk of death compared to those not treated with a group A drug [54]. Ethambutol was reported to have a threefold increased risk of mortality in the small sample of XDR patients with HIV [17]; however, this is likely reflective of a period where patients had limited treatment options rather than the effect of the drug.

Multiple studies reported advancing age increasing the risk of mortality in adults [28, 33, 41, 44]; especially for those over 50 years. This is comparable to studies conducted on smaller segments of the South African population [8, 51] as well as the study of the National TB treatment register for DS-TB [24] and indicates that older patients may have differing treatment needs. This is also reflective of changing trends in the profile of people dying from TB in South Africa, with mortality decreasing in those under 50 years, but increasing in older patients [55]. Although mixed results for sex and mortality [8, 24, 51, 56] are reported, results from the analyses of the National TB treatment register and mortality registrations indicate that men are more likely to die from TB than women [24]. While this may reflect biological differences, it is in part attributed to women’s higher participation in HIV-related services [24, 55], better adherence to TB treatment and lower risk of LTFU [51].

A strength of this systematic review is that we included studies with moderate to large samples of TB patients that were reasonably representative of target study populations; that used medical records and other objective measures to establish exposure and outcomes; and sampled comparison groups from comparable sources. Multiple factors compromised the quality of the evidence, including the lack of prospective studies and RCTs, and the reliance on statistical procedures rather than sampling or design strategies to control for potential confounders. This increased the potential for unknown systematic bias. Inconsistency in risk factors and comparator variables made it difficult to assess the quality for each of the outcomes. Variances could not be pooled and estimated across studies, and we were unable to perform a meta-analysis of risk factors for TB mortality. A further limitation is that collectively the studies in this review do not accurately represent the population of people with TB in South Africa. In this review, the proportion of patients with DR-TB or living with HIV was much higher than estimated for South Africa and the proportion of children was under-represented. In our review 41% of TB patients included were miners in South Africa, but we had insufficient data to evaluate additional risk factors for mortality in this population such as silicosis. This review did not provide sufficient data to consider co-morbidities and final causes of death, nor was there sufficient data relating to sociostructural determinants of health such as those related to socioeconomic status, healthcare system access and quality and behavioural factors (e.g. cigarette smoking). Finally, this study evaluated studies published between 2010 and 2018 and included data on patients treated between 1995 and 2015. We acknowledge that this does not include earlier studies which may inform the results, nor does it include studies which address the impact of COVID-19 on TB mortality.

Conclusions

Introducing standardised variables and minimum reporting requirements for TB cohorts would support future comparative work. We recommend at a minimum including sex; age with WHO age bands as a minimum; weight, including BMI; HIV status including HIV unknown, negative, and positive with an indication of ART regimen and timing; immune suppression with CD4 counts; diagnostic tests used with DST; and the place or level of care where the diagnosis was made. Published articles should include explicit statements about follow-up and the duration of follow-up and should include all WHO TB treatment outcome categories with descriptors of those who are LTFU. While sex was not identified as a definitive risk factor for TB mortality, specific interventions which target improvements in case finding and retention in care should focus on the differing needs of males and females. Based on existing evidence it is important to further examine the impact of factors such as pregnancy, diabetes mellitus, heart disease, chronic lung disease, and malignancy, which are associated with increased TB mortality [6, 5760]. Further, we note the limited data on TB mortality and risk factors for mortality in children and adolescents indicating the importance of further studies of these groups. Additional studies on how sociostructural determinants of health impact TB mortality outcomes are also needed. Finally, given the likely impact of COVID-19 on TB and TB mortality, we recommend that an additional review be conducted to examine this.

Supplementary Information

13643_2023_2175_MOESM1_ESM.docx (272KB, docx)

Additional file 1: Supplementary material. Description of data: Complete list of outcomes and variables for which data were sought; PRISMA 2020 checklist. Supplementary Table 1. Newcastle-Ottawa quality assessment scale for cohort studies, South Africa, 2010-2018 (n=21). Supplementary Table 2. Cochrane risk of bias tool for randomised trials, South Africa, 2010-2018 (n=2). Supplementary Table 3. Newcastle-Ottawa quality assessment scale for case control studies, South Africa, 2010-2018 (n=1). Supplementary Table 4. Demographic risk factors for TB mortality. Supplementary Table 5. Clinical risk factors for TB mortality, South Africa, 2010-2018. Supplementary Table 6. Tuberculosis treatment-related risk factors for TB mortality, South Africa, 2010-2018. Supplementary Table 7. HIV and antiretroviral therapy related risk factors for TB mortality, South Africa, 2010-2018.

Acknowledgements

Not applicable.

Abbreviations

ART

Antiretroviral therapy

CFR

Case fatality ratio

CI

Confidence interval

DR

Drug-resistant

DS

Drug-susceptible

DST

Drug-susceptible test

HR

Hazard ratio

IRR

Incident rate ratio

LTFU

loss to follow-up

MDR

Multidrug-resistant

NOS

Newcastle-Ottawa scale

OR

Odds ratio

PLHIV

People living with HIV

RCT

Randomised control trial

RR

Relative risk

TB

Tuberculosis

TBM

Tuberculosis meningitis

u-LAM

Urinary lipoarabinomannan

WHO

World Health Organization

XDR

Extensively drug-resistant

Authors’ contributions

MO, TJN, RD, ACH, KN, JAS, ELV, and FMM contributed to the protocol and study design. All authors contributed to article reviews and data extraction. TJN, MMC, GH, JAS, ELV, MvdZ, and MO produced the first draft of the manuscript. TJN, MMC, JAS, and MO revised the manuscript based on reviewer feedback. All authors reviewed the manuscript and contributed to the final draft. All authors read and approved the final manuscript.

Funding

This study was funded by the South African TB Think Tank through a consultancy to the Desmond Tutu TB Centre through funding from the Bill and Melinda Gates Foundation (Investment ID OPP1173131). This was made possible through funding by the South African Medical Research Council (SA MRC) through its Division of Research Capacity Development under the Bongani Mayosi National Health Scholars Program from funding received from the Public Health Enhancement Fund/South African National Department of Health to MO. The contents of any publications from any studies during this degree are solely the responsibility of the authors and do not necessarily represent the official views of the SA MRC or the funders.

KDP is supported by the Fogarty International Center of the National Institutes of Health under Award Number K43TW011006. The content is solely the responsibility of the authors and does not necessarily represent the official views of the National Institutes of Health.

ACH is financially supported by the South African National Research Foundation through a South African Research Chairs Initiative (SARChI), and KDP received grant-holder linked student support. The financial assistance of the NRF towards this research is hereby acknowledged. Opinions expressed, and conclusions arrived at, are those of the authors and are not necessarily to be attributed to the NRF.

JAS is supported by a Clinician Scientist Fellowship jointly funded by the UK Medical Research Council (MRC) and the UK Department for International Development (DFID) under the MRC/DFID Concordat agreement (MR/R007942/1).

MM vd Z is supported by a career development grant from the EDCTP2 program supported by the European Union (grant number TMA2019SFP-2836 TB lung-FACT2) and by the Fogarty

International Center of the NIH (award number K43TW011028). The content is solely the responsibility of the authors and does not necessarily represent the official views of the National Institutes of Health.

ELV is supported by a Spanish Pediatrics Association (AEP) fellowship and a Ramon Areces Foundation fellowship.

MMC is jointly funded by the UK Medical Research Council (MRC) and the UK Foreign, Commonwealth & Development Office (FCDO) under the MRC/FCDO Concordat agreement and is a Senior Fellow of the EDCTP2 programme supported by the European Union.

Availability of data and materials

The data generated or analysed during this study are included in this published article and its supplementary information files.

Declarations

Ethics approval and consent to participate

Not applicable.

Consent for publication

Not applicable.

Competing interests

The authors declare that they have no competing interests.

Footnotes

Publisher’s Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

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Associated Data

This section collects any data citations, data availability statements, or supplementary materials included in this article.

Supplementary Materials

13643_2023_2175_MOESM1_ESM.docx (272KB, docx)

Additional file 1: Supplementary material. Description of data: Complete list of outcomes and variables for which data were sought; PRISMA 2020 checklist. Supplementary Table 1. Newcastle-Ottawa quality assessment scale for cohort studies, South Africa, 2010-2018 (n=21). Supplementary Table 2. Cochrane risk of bias tool for randomised trials, South Africa, 2010-2018 (n=2). Supplementary Table 3. Newcastle-Ottawa quality assessment scale for case control studies, South Africa, 2010-2018 (n=1). Supplementary Table 4. Demographic risk factors for TB mortality. Supplementary Table 5. Clinical risk factors for TB mortality, South Africa, 2010-2018. Supplementary Table 6. Tuberculosis treatment-related risk factors for TB mortality, South Africa, 2010-2018. Supplementary Table 7. HIV and antiretroviral therapy related risk factors for TB mortality, South Africa, 2010-2018.

Data Availability Statement

The data generated or analysed during this study are included in this published article and its supplementary information files.


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