Daniel S Chertow1, Rongman Cai2, Junfeng Sun2, John Grantham2, Jeffery K Taubenberger3, David M Morens4. 1. Critical Care Medicine Department, Clinical Center ; Pathogenesis and Evolution Section, Laboratory of Infectious Diseases. 2. Critical Care Medicine Department, Clinical Center. 3. Pathogenesis and Evolution Section, Laboratory of Infectious Diseases. 4. Office of the Director , National Institute of Allergy and Infectious Diseases, National Institutes of Health , Bethesda, Maryland.
Abstract
Background. Surveillance for respiratory diseases in domestic National Army and National Guard training camps began after the United States' entry into World War I, 17 months before the "Spanish influenza" pandemic appeared. Methods. Morbidity, mortality, and case-fatality data from 605 625 admissions and 18 258 deaths recorded for 7 diagnostic categories of respiratory diseases, including influenza and pneumonia, were examined over prepandemic and pandemic periods. Results. High pandemic influenza mortality was primarily due to increased incidence of, but not increased severity of, secondary bacterial pneumonias. Conclusions. Two prepandemic incidence peaks of probable influenza, in December 1917-January 1918 and in March-April 1918, differed markedly from the September-October 1918 pandemic onset peak in their clinical-epidemiologic features, and they may have been caused by seasonal or endemic viruses. Nevertheless, rising proportions of very low incidence postinfluenza bronchopneumonia (diagnosed at the time as influenza and bronchopneumonia) in early 1918 could have reflected circulation of the pandemic virus 5 months before it emerged in pandemic form. In this study, we discuss the possibility of detecting pandemic viruses before they emerge, by surveillance of special populations.
Background. Surveillance for respiratory diseases in domestic National Army and National Guard training camps began after the United States' entry into World War I, 17 months before the "Spanish influenza" pandemic appeared. Methods. Morbidity, mortality, and case-fatality data from 605 625 admissions and 18 258 deaths recorded for 7 diagnostic categories of respiratory diseases, including influenza and pneumonia, were examined over prepandemic and pandemic periods. Results. High pandemic influenza mortality was primarily due to increased incidence of, but not increased severity of, secondary bacterial pneumonias. Conclusions. Two prepandemic incidence peaks of probable influenza, in December 1917-January 1918 and in March-April 1918, differed markedly from the September-October 1918 pandemic onset peak in their clinical-epidemiologic features, and they may have been caused by seasonal or endemic viruses. Nevertheless, rising proportions of very low incidence postinfluenza bronchopneumonia (diagnosed at the time as influenza and bronchopneumonia) in early 1918 could have reflected circulation of the pandemic virus 5 months before it emerged in pandemic form. In this study, we discuss the possibility of detecting pandemic viruses before they emerge, by surveillance of special populations.
United States Army statistics on influenza and pneumonia have been recorded since the
middle 1800s [1]. Surveillance for influenza
and pneumonia in domestic National Army and National Guard training camps began after
the United States’ entry into World War I, in April 1917. Seventeen months later,
the “Spanish influenza” pandemic appeared [2]. Although the vast majority of pandemic influenza cases in
the general population were of a self-limited nature, similar to cases seen in influenza
epidemics before and since, a small percentage (in the range of 1 percent) were fatal,
and nearly all of these were complicated by severe secondary bacterial pneumonias [3].Human influenza A viruses were first identified in 1933 [4], and the virus responsible for the 1918 pandemic was first
identified in 1997 [5], when its RNA genome
was sequenced from preserved and frozen human tissues [6]. By studying the reconstructed 1918 influenza virus,
important insights into its origin and pathogenesis were found [7]. Understanding the 1918 pandemic also requires understanding
the epidemiology of its occurrence, complications, and mortality. It is of particular
value to examine, using standardized approaches, clinical and epidemiologic aspects of
influenza-like illnesses and complications in large, healthy, homogeneous populations
under continuous and intense surveillance before and during the pandemic. In this study,
we examine data on respiratory illnesses and deaths in US military training camps during
World War I.
METHODS
Data were abstracted from a 1925 report of the US Army Surgeon General's Office
summarizing admissions and deaths attributable to influenza, pneumonia, and other
respiratory diseases, in 39 US military training camps from April 1917 to December 1919
[8]. Data were tabulated by month for
each individual camp. Troop strengths by month and by camp were also recorded. Because
most camps were not yet fully operational between April and September 1917, and because
camps were largely demobilized between April and December 1919, data from these periods,
although available in the Surgeon General's report [8], are not considered here.Original 1917–1919 diagnostic categorization of soldiers' illnesses reflected
military providers' clinical diagnoses and military epidemiologists' judgments
about diagnostic categorization. There appear to have been no standardized criteria for
diagnosis or diagnostic categorization, but because of rapid and broad Army-wide
dissemination of medical information, including exchange of information between Army
camps, diagnostic criteria may be reasonably inferred from clinical descriptions and
Army reports of the time [9]. Because the
cause of influenza was unknown in this era, diagnoses could not be confirmed by viral
culture, serology, or molecular-based diagnostic tests, although complications of
pneumonia were readily diagnosed by radiography and by bacterial culture of pleural
fluid, blood, or tissue at autopsy. Disease misclassifications seem to have been
uncommon with the possible exceptions, discussed below, of lobar versus bronchopneumonia
in the prepandemic months, and of some of the specific diseases subsumed within the
Common respiratory diseases category. Data abstracted from original diagnoses of
respiratory tract diseases were placed by military epidemiologists in the
1917–1919 era into the following 7 diagnostic categories: (1) Influenza,
uncomplicated, (2) Influenza and lobar pneumonia, (3) Influenza and bronchopneumonia,
(4) Influenza and other complications, (5) Bronchopneumonia, (6) Lobar pneumonia, and
(7) Common respiratory diseases.“Influenza, uncomplicated” referred to fever and malaise with or without
upper respiratory symptoms. Soldiers admitted with Influenza, uncomplicated who
subsequently developed complications were to be recategorized according to the
complication, but such recategorizations were apparently not always made [1]. “Bronchopneumonia” was
distinguished from “Lobar pneumonia” by clinical signs of diffuse lower
respiratory tract involvement without evidence of early lung consolidation [9]. “Influenza and other
complications” referred to involvement of organs outside the respiratory tract
including heart, brain, gastrointestinal tract, and kidneys, eg, complications resulting
from secondary bacteremia. “Common respiratory diseases” were included in
some of the analyses because of the possibility that, if not correctly diagnosed,
sporadic cases of mild influenza, or cases seen in small influenza outbreaks, might be
categorized under this rubric, which also included noninfluenza diagnoses of
pharyngitis, tonsillitis, bronchitis, and presumed viral “colds” [1]. Postmeasles lobar pneumonia and
bronchopneumonia, including those cases diagnosed during Army-wide measles epidemics in
late 1917 and early 1918 [10], were
recorded in separate diagnostic categories and were not considered here. Of the 605 651
admissions and 18 354 deaths recorded in the 7 categories noted above, made between
October 1917 and March 1919, 122 diagnoses (26 admissions and 96 deaths) appeared to be
inaccurate and were omitted from analyses. In these instances, the number of monthly
deaths in a category were greater than admissions in that category for the concurrent
and preceding months.
Statistical Analysis
Diagnostic category-specific attack rates (number of admissions per 1000 troops),
mortality rates (number of deaths per 100 troops), and case-fatality rates (number of
deaths per 100 admissions), with 95% confidence intervals (CIs), were
calculated in each month for all camps combined. Confidence intervals were calculated
using the binomial distribution [11].In some analyses, certain of the original diagnostic categories were combined in
order to consider effects of their specificity or sensitivity. The original 7
respiratory diagnostic categories were combined as 1 diagnostic category referred to
below and in the Figures and Tables as “All influenza illnesses”, meaning
all 7 of the diagnostic categories combined, all of which were believed to contain at
least some influenza cases. The 4 original diagnostic categories thought to contain
cases of influenza complicated by pneumonia (Influenza and bronchopneumonia,
Influenza and lobar pneumonia, Bronchopneumonia, and Lobar pneumonia) were combined
in some analyses and termed “Influenza complicated by pneumonia.” The
latter 2 of these categories (Bronchopneumonia, and Lobar pneumonia), in which a
diagnosis of influenza had not been made, were included in such analyses because
presenting postinfluenza bacterial pneumonias might not have been correctly
associated with antecedent influenza illnesses. Diagnostic categories believed to
contain cases of influenza that were not complicated by pneumonia or other
complications (Influenza, uncomplicated, and Common respiratory diseases) were
combined in some analyses and termed “Influenza not complicated by
pneumonia.”The 4 original diagnostic categories believed to be most specific for influenzainfection (Influenza, uncomplicated; Influenza and lobar pneumonia; Influenza and
bronchopneumonia; and Influenza and other complications) were combined and termed
“Specified influenza infection.” The 2 original diagnostic categories
thought to be most specific for postinfluenza pneumonia (Influenza and lobar
pneumonia and Influenza and bronchopneumonia) were combined and termed
“Specified influenza and pneumonia.” Rates of death from Influenza and
bronchopneumonia alone among individuals with Specified influenza infection (deaths
from Influenza and bronchopneumonia per 100 admissions for Specified influenzainfection) were compared with rates of death from Specified influenza and pneumonia
(deaths from Specified influenza and pneumonia per 100 admissions for Specified
influenza infection).Logistic regression analyses compared odds of admission, mortality, and case fatality
among 4 different periods of respiratory disease activity that had been selected by
us beforehand based on (1) the known period of annual winter activity and (2) on
published Army data indicating 3 separate peaks of influenza-like activity in the
winter-spring preceding and during the 1918 pandemic onset: the prepandemic
1917–1918 “influenza season” (December 1917–April 1918), the
prepandemic winter of 1917–1918 (December 1917–February 1918), the
prepandemic spring of 1918 (March–April 1918), and the peak of the
1918–1919 influenza pandemic (September–October 1918). Given possible
differences between camps due to geographical or other factors, a random effects
model accounting for potential differences between camps was used. Log odds ratios
(ORs) were converted to ORs with associated 95% CI.
RESULTS
Admission Rates
Admission rates of All influenza illnesses during the 1917–1918 influenza
season (December 1917–April 1918) peaked in January 1918 at 46 cases per 1000
troops and peaked again in April 1918 at 51 cases per 1000 troops (Figure 1A). In both the January
1918 peak and the April 1918 peak, Influenza complicated by pneumonia made up a
relatively small proportion of All influenza illnesses (7% and 5.5%,
respectively; Figure 1A). Admission rates
of All influenza illnesses peaked again during the pandemic in October 1918 at 164
cases per 1000 troops (Figure 1A). At this
time, Influenza complicated by pneumonia accounted for a significantly larger
proportion of All influenza illnesses (19%; Figure 1A), primarily due to Influenza and bronchopneumonia
(53%; Figure 1B).
Figure 1.
A, Incidence rates of admissions for All influenza illnesses; percentages of
admissions for All influenza illnesses due to Influenza complicated by
pneumonia; troop strength, in all US Army training camps combined, October
1917–March 1919. The line-graph on the upper section of the figure
(left y-axis) represents the number of admissions per 1000 troops for All
Influenza Illnesses (7 diagnostic categories combined including Influenza,
uncomplicated; Influenza and lobar pneumonia; Influenza and
bronchopneumonia; Influenza and other complications; Bronchopneumonia; Lobar
pneumonia; and Common respiratory diseases). Error bars (barely visible)
represent the 95% confidence interval. The bar graph (upper part of
right y-axis) represents the percentage of admissions for All influenza
illnesses due to Influenza complicated by pneumonia (4 pneumonia categories
combined including Influenza and bronchopneumonia, Influenza and lobar
pneumonia, Bronchopneumonia, and Lobar pneumonia). The line-graph on the
lower section of the figure (lower part of right y-axis) represents troop
strength. B, Proportion of pneumonia admissions by original 4 pneumonia
diagnostic categories, all Army training camps combined, October
1917–March 1919. Dark blue bars represent the proportion of pneumonia
admissions for Influenza and bronchopneumonia. Red bars represent the
proportion of pneumonia admissions for Influenza and lobar pneumonia. Light
blue bars represent the proportion of pneumonia admissions for
Bronchopneumonia. Yellow bars represent the proportion of pneumonia
admissions for Lobar pneumonia.
A, Incidence rates of admissions for All influenza illnesses; percentages of
admissions for All influenza illnesses due to Influenza complicated by
pneumonia; troop strength, in all US Army training camps combined, October
1917–March 1919. The line-graph on the upper section of the figure
(left y-axis) represents the number of admissions per 1000 troops for All
Influenza Illnesses (7 diagnostic categories combined including Influenza,
uncomplicated; Influenza and lobar pneumonia; Influenza and
bronchopneumonia; Influenza and other complications; Bronchopneumonia; Lobar
pneumonia; and Common respiratory diseases). Error bars (barely visible)
represent the 95% confidence interval. The bar graph (upper part of
right y-axis) represents the percentage of admissions for All influenza
illnesses due to Influenza complicated by pneumonia (4 pneumonia categories
combined including Influenza and bronchopneumonia, Influenza and lobar
pneumonia, Bronchopneumonia, and Lobar pneumonia). The line-graph on the
lower section of the figure (lower part of right y-axis) represents troop
strength. B, Proportion of pneumonia admissions by original 4 pneumonia
diagnostic categories, all Army training camps combined, October
1917–March 1919. Dark blue bars represent the proportion of pneumonia
admissions for Influenza and bronchopneumonia. Red bars represent the
proportion of pneumonia admissions for Influenza and lobar pneumonia. Light
blue bars represent the proportion of pneumonia admissions for
Bronchopneumonia. Yellow bars represent the proportion of pneumonia
admissions for Lobar pneumonia.Odds of admission to camp hospitals in September–October 1918 relative to
December 1917–April 1918 were increased in 6 of the 7 original diagnostic
categories, the exception being Common respiratory diseases (Table 1). Odds of admission for Influenza
complicated by pneumonia were elevated approximately 10-fold in
September–October 1918 relative to December 1917–April 1918 (OR, 9.45;
95% CI, 9.25–9.66) (Table 1), and relative to the March–April 1918 period (OR, 10.04;
95% CI, 9.72–10.37), with odds of admission for Influenza and
bronchopneumonia being exceptionally high (OR, 784.98; 95% CI,
620.64–992.84).
Table 1.
Odds of Disease Admission, Mortality, and Case Fatality for Original and
Combined Respiratory Diagnostic Categories, in all US Army Training Camps
Combined, During September–October 1918, Relative to December
1917–April 1918
Odds of Disease Admission, Mortality, and Case Fatality for Original and
Combined Respiratory Diagnostic Categories, in all US Army Training Camps
Combined, During September–October 1918, Relative to December
1917–April 1918Abbreviations: CI, confidence interval; OR, odds ratio.
Mortality Rates
Mortality rates of All influenza illnesses were 0.05% during the December 1917
and April 1918 mortality peaks (Figure 2A). Most deaths during these times (98% in December 1917 and
99% in April 1918) were due to Influenza complicated by pneumonia (Figure
2A). Mortality rates of All influenza
illnesses peaked again during the October 1918 pandemic at 0.85%, with nearly
all deaths (98%) attributable to Influenza complicated by pneumonia (Figure
2A). Significantly, unlike the earlier
periods, the largest proportion of these deaths (48%) was due to Influenza and
bronchopneumonia (Figure 2B).
Figure 2.
A, Mortality rates of All influenza illnesses, and percentage of deaths due
to Influenza complicated by pneumonia, in all US Army training camps
combined, October 1917–March 1919. The line-graph (left y-axis)
represents number of deaths from All influenza illnesses (7 diagnostic
categories combined including influenza, uncomplicated; influenza and lobar
pneumonia; influenza and bronchopneumonia; influenza and other
complications; bronchopneumonia; lobar pneumonia; and common respiratory
diseases) per 100 troops. Error bars (barely visible) represent the
95% confidence interval. The bar graph (lower right y-axis)
represents the percent of deaths from All influenza illnesses due to
Influenza complicated by pneumonia (4 pneumonia categories combined
including Influenza and bronchopneumonia, Influenza and lobar pneumonia,
Bronchopneumonia, and Lobar pneumonia). B, Proportion of pneumonia deaths by
original 4 pneumonia diagnostic categories, all Army training camps
combined, October 1917–March 1919. Dark blue bars represent the
proportion of pneumonia deaths due to Influenza and bronchopneumonia. Red
bars represent the proportion of pneumonia deaths due to Influenza and lobar
pneumonia. Light blue bars represent the proportion of pneumonia deaths due
to Bronchopneumonia. Yellow bars represent the proportion of pneumonia
deaths due to Lobar pneumonia.
A, Mortality rates of All influenza illnesses, and percentage of deaths due
to Influenza complicated by pneumonia, in all US Army training camps
combined, October 1917–March 1919. The line-graph (left y-axis)
represents number of deaths from All influenza illnesses (7 diagnostic
categories combined including influenza, uncomplicated; influenza and lobar
pneumonia; influenza and bronchopneumonia; influenza and other
complications; bronchopneumonia; lobar pneumonia; and common respiratory
diseases) per 100 troops. Error bars (barely visible) represent the
95% confidence interval. The bar graph (lower right y-axis)
represents the percent of deaths from All influenza illnesses due to
Influenza complicated by pneumonia (4 pneumonia categories combined
including Influenza and bronchopneumonia, Influenza and lobar pneumonia,
Bronchopneumonia, and Lobar pneumonia). B, Proportion of pneumonia deaths by
original 4 pneumonia diagnostic categories, all Army training camps
combined, October 1917–March 1919. Dark blue bars represent the
proportion of pneumonia deaths due to Influenza and bronchopneumonia. Red
bars represent the proportion of pneumonia deaths due to Influenza and lobar
pneumonia. Light blue bars represent the proportion of pneumonia deaths due
to Bronchopneumonia. Yellow bars represent the proportion of pneumonia
deaths due to Lobar pneumonia.Odds of mortality in September–October 1918 relative to December
1917–April 1918 were increased in each of the 7 original diagnostic categories
(Table 1). Mortality odds for Influenza
complicated by pneumonia in September–October 1918 relative to December
1917–April 1918 were significantly increased (OR, 15.32; 95% CI,
14.57–16.10) (Table 1), as they
were when comparing the March–April 1918 period (OR, 14.00; 95% CI,
13.03–15.04), largely because of deaths from Influenza and bronchopneumonia
(OR, 862.83; 95%, CI 527.97–1410.07). It was not possible to
comprehensively examine the “W-shaped” mortality curve [2] in this population because most of the
soldiers were young adult men.
Case-Fatality Rates
Case-fatality rates of All influenza illnesses remained approximately 1 percent
throughout winter–spring 1917–1918, peaking in November 1917 at
1.4% and then again in the September–October 1918 pandemic onset at
5.2% (Figure 3).
Figure 3.
Case-fatality rates of All influenza illnesses in all US Army training camps
combined, October 1917–March 1919. The graph represents number of
deaths from All influenza illnesses (7 diagnostic categories combined
including Influenza, uncomplicated; Influenza and lobar pneumonia; Influenza
and bronchopneumonia; Influenza and other complications; Bronchopneumonia;
Lobar pneumonia; and Common respiratory diseases) per 100 admissions for All
influenza illnesses. Error bars represent 95% confidence
intervals.
Case-fatality rates of All influenza illnesses in all US Army training camps
combined, October 1917–March 1919. The graph represents number of
deaths from All influenza illnesses (7 diagnostic categories combined
including Influenza, uncomplicated; Influenza and lobar pneumonia; Influenza
and bronchopneumonia; Influenza and other complications; Bronchopneumonia;
Lobar pneumonia; and Common respiratory diseases) per 100 admissions for All
influenza illnesses. Error bars represent 95% confidence
intervals.Increased case-fatality odds were observed in 6 of the 7 original diagnostic
categories, the exception being Influenza and bronchopneumonia
(Table 1). Case-fatality odds were most
elevated for the individual categories Common respiratory diseases (OR, 18.41;
95% CI, 11.25–30.13) and Influenza, uncomplicated (OR, 6.54; 95%
CI, 2.99–14.31). Misclassification of 1918 pandemic influenza cases into the
Common respiratory diseases category during September–October 1918 likely
accounted for the observed increase in case-fatality odds in this category. Although
mild cases of illness in the Common respiratory diseases category and in the
Influenza, uncomplicated category were supposed to be reclassified according to
subsequent complications per US Army guidelines [1], this clearly this was not always accomplished. Increased case-fatality
odds were most prominently observed in the combined category of Influenza not
complicated by pneumonia (Table 1)
given that this category is a combination of Common respiratory diseases and
Influenza, uncomplicated, and All influenza illnesses for which the majority of cases
derive from the Common respiratory diseases and Influenza, uncomplicated
categories.Relative to the prepandemic December 1917–April 1918 influenza season, the odds
of death among soldiers admitted for All influenza illnesses during
September–October 1918 were approximately 5-fold higher (OR, 4.90; 95%
CI, 4.66–5.15) (Table 1), as were
the odds of dying when comparing the March–April 1918 period alone (OR, 4.92;
95% CI, 4.58–5.28). However, it is noteworthy that soldiers admitted
with Influenza and bronchopneumonia in September–October 1918 were no more
likely to die than those admitted with the same diagnosis in December
1917–April 1918 (OR, 1.15; 95% CI, 0.65–2.04) (Table 1).
Fatal Complication Rates
The fatal complication rate from Influenza and bronchopneumonia among individuals
with Specified influenza infection (Influenza, uncomplicated; Influenza and lobar
pneumonia; Influenza and bronchopneumonia; and Influenza and other complications,
combined) peaked at 0.06% in January 1918 and dropped to 0.02% in March
1918 (Figure 4). However, during the 5
months preceding the pandemic peak (April–August 1918), the fatal complication
rate from Influenza and bronchopneumonia rose steadily despite low incidence of
Specified influenza infection among the general troop population during late spring
and summer (May–August 1918) (Figure 4). The fatal complication rate from Influenza and bronchopneumonia peaked
in October 1918 at 2.8% and remained elevated through February 1919 in the
2%–3% range, even as influenza admissions returned to very low
levels. Among individuals with Specified influenza infection, the fatal complication
rate from Specified influenza and pneumonia (Influenza and bronchopneumonia and
Influenza and lobar pneumonia combined) followed a pattern similar to that of
Influenza and bronchopneumonia alone, except during February–April 1918. During
February–April 1918, elevated fatal complication rates from Influenza and lobar
pneumonia contributed to high fatal complication rates from Specified influenza and
pneumonia (Figure 4).
Figure 4.
Incidence rates of Specified influenza infection and fatal complication
rates of Influenza and bronchopneumonia and of Specified influenza and
pneumonia, in all US Army training camps combined, October 1917–March
1919. The bar graph (left y-axis) represents the number of admissions per
1000 troops for Specified influenza infection. The red line represents the
number of deaths from Specified influenza and pneumonia (Influenza and
bronchopneumonia and Influenza and lobar pneumonia combined) per 100
admissions for Specified influenza infection (4 influenza-specific
diagnostic categories combined including Influenza, uncomplicated; Influenza
and lobar pneumonia; Influenza and bronchopneumonia; and Influenza and other
complications) (right y-axis, log scale). The blue line represents the
number of deaths from Influenza and bronchopneumonia per 100 admissions for
Specified influenza infection (right y-axis, log scale).
Incidence rates of Specified influenza infection and fatal complication
rates of Influenza and bronchopneumonia and of Specified influenza and
pneumonia, in all US Army training camps combined, October 1917–March
1919. The bar graph (left y-axis) represents the number of admissions per
1000 troops for Specified influenza infection. The red line represents the
number of deaths from Specified influenza and pneumonia (Influenza and
bronchopneumonia and Influenza and lobar pneumonia combined) per 100
admissions for Specified influenza infection (4 influenza-specific
diagnostic categories combined including Influenza, uncomplicated; Influenza
and lobar pneumonia; Influenza and bronchopneumonia; and Influenza and other
complications) (right y-axis, log scale). The blue line represents the
number of deaths from Influenza and bronchopneumonia per 100 admissions for
Specified influenza infection (right y-axis, log scale).
DISCUSSION
Analyses of respiratory disease admission incidence, mortality, case fatality, and
complications in 39 domestic US Army training camps were performed to characterize
patterns of respiratory illnesses and deaths among US soldiers during World War I. We
examined 7 original respiratory diagnostic categories including 4 pneumonia
subcategories, the latter singly and combined. Separating and combining the 4 pneumonia
categories in some analyses was considered necessary because of the possibility that
physicians could have missed diagnosing antecedent influenza in soldiers presenting with
Lobar pneumonia or with Bronchopneumonia, and because of potential misclassifications
between Lobar pneumonia and Bronchopneumonia. The data showed 3 distinct peaks of
respiratory disease admission incidence preceding and during the pandemic onset.
Mortality rates from All influenza illnesses in December 1917 and in April 1918 were
both 0.05%. By comparison, mortality rates from All influenza illnesses in
September–October 1918 were significantly higher (0.85%), and they were
consistent with age-specific pandemic mortality rates in 1918 US civilian populations
[2].Excess mortality in September–October 1918 resulted from a combination of high
influenza admission rates, more frequent case progression to secondary bacterial
pneumonia, especially bronchopneumonia, and high but typical pneumonia case-fatality
rates. During the 1918 pandemic, many military and civilian observations made it clear
that severe and fatal postinfluenza pneumonia was linked with high frequency to
bronchopneumonia specifically [12]. During
September–October 1918, the odds of being admitted with Influenza complicated by
pneumonia were approximately 10-fold higher than in December 1917–April 1918 (OR,
9.45; 95% CI, 9.25–9.66), even though the odds of dying from Influenza
complicated by pneumonia, once it occurred, were only modestly elevated (OR, 1.77;
95% CI, 1.68–1.88). These data support the notion, widely cited in the
medical literature of the 1918 era [13],
that high pandemic influenza mortality rates during fall 1918 resulted primarily from
increased frequency of postinfluenza bacterial pneumonia rather than increased lethality
of such pneumonias, and further that the case fatality of postinfluenza pneumonia in
1918–1919 was not remarkably different from general pneumonia case-fatality rates
observed in the years before and after the pandemic [13, 14].Of the 4 pneumonia categories, the role of Influenza and bronchopneumonia in excess
influenza mortality in September–October 1918 stands out. Soldiers were
approximately 785 times more likely to develop Influenza and bronchopneumonia during
September–October 1918 relative to December 1917–April 1918 (OR, 784.98;
95% CI, 620.64–992.84), even though they were no more likely to die from it
(OR, 1.15; 95% CI, 0.65–2.04). Experience with highly fatal measles
epidemics in the same US Army training camps in the months immediately preceding the
1918 influenza pandemic had shown that postviral bronchopneumonia was a fundamentally
different disease than lobar pneumonia. The 1917–1918 Army measles and the 1918
influenza epidemics advanced understanding of the natural history and pathogenesis of
postviral bronchopneumonia as a virally induced cytolytic process that begins in the
upper airway, extends to the lower airway, becomes complicated by invasive bacterial
infection, and in some cases manifests as a confluent infectious process resembling
lobar pneumonia clinically or radiographically [15].The slow spring–summer 1918 increase in the percent of All influenza illnesses
attributable to Influenza complicated by pneumonia (Figure 1A), and the concomitant rise in the proportion of cases and
deaths of Influenza complicated by pneumonia attributable to Influenza and
bronchopneumonia (Figures 1B and 2B), could indicate early emergence of the
pandemic virus, which was later shown, during the fall 1918 pandemic peak, to be
associated with a high rate of severe and fatal postinfluenza bronchopneumonia. During
the spring months of 1918, military providers recognized and evaluated rare cases of
severe pneumonia that retrospectively fit the clinical and epidemiologic pattern of
early pandemic viral emergence on the background of outbreaks of mild influenza-like
illnesses. These data seem consistent with the presence of at least 2 epidemiologically
and clinically distinct respiratory diseases occurring between October 1917 and March
1919: (1) low- to intermediate-incidence influenza-like illnesses with few pneumonia
complications and low mortality, peaking in January and April 1918, and (2)
high-incidence pandemic influenza associated with a high rate of pneumonia
complications, but with typical postinfluenza pneumonia case-fatality rates, peaking in
September–October 1918. The low rates of postinfluenza complications and deaths
during December 1917–April 1918 suggest that the predominant virus circulating in
the prepandemic months was distinct from the September–October 1918 pandemic
virus.The initial recognized appearance of the Spanish influenza pandemic in Northern Europe
in summer 1918 [16] suggests that the
pandemic virus must have been circulating below the level of detection well before
emergence. However, the data examined here do not strongly support the possibility that
the pandemic virus was the cause of most influenza-like illnesses in US Army camps in
spring 1918, which some have called “a” or “the” “spring
wave” [17, 18]. Unlike the pandemic that emerged in summer–fall
1918, spring influenza cases tended to be mild, not complicated by pneumonia, and rarely
fatal; the spring outbreaks were limited in progression, even in intensely crowded
military camps during a season (winter–spring) historically favorable to influenza
spread [19].Alternative explanations for the limited spring outbreaks of mild influenza-like
illnesses that occurred sporadically and disappeared quickly on the US East Coast, in
parts of Europe, and in US Army camps include the possibility that the responsible
viruses were noninfluenza respiratory viruses [9]; that they were seasonal or endemic influenza viruses; that the
responsible virus was the 1918 pandemic virus of stable virulence at the time, whose
later high pathogenicity, in the 1918–1921 period, reflected unknown and transient
nonviral cofactors; or that early in its emergence, at some time after spring 1918, the
pandemic virus mutated to enhanced virulence. This latter possibility appears
problematic in several respects, including early (May 1918) influenza viral
hemagglutinin gene sequences that are little-changed from the sequences of viruses
studied at the pandemic peak, and which were derived from cases with clinical courses
and histopathologic characteristics indistinguishable from later pandemic cases; [20] and the seemingly spontaneous pandemic
emergence within a narrow window of time in summer–fall 1918, in a pathogenic form
widely dispersed geographically, consistent with global pre-seeding of the virus [21].Although none of the 4 emergence scenarios mentioned above can be conclusively ruled
out, the data presented here appear most consistent with the possibility that the
December 1917–February 1918 and the March–April 1918 influenza-like illness
activities were both largely due to 1 or more unrelated influenza viruses, exhibiting
properties of typical seasonal influenza viruses, their lowly pathogenic outbreak
properties masking the very slow, simultaneous, emergence of a pathogenic but
low-incidence pandemic virus (Figure 4). The
data also appear consistent with the notion that this latter virus remained almost
undetectable in its mortality impact (Figure 2A) while nevertheless causing rare, but increasingly more frequent, cases of
severe and fatal bronchopneumonia in the epidemiologic background, consistent with an
emerging pandemic virus (Figure 4).Others have observed an association between presumed respiratory viral exposure in
spring 1918 and reduced rates of infection and death in fall but not winter 1918 [22]. This apparent protection might be
attributable to inter- or intra-subtypic influenza humoral immunity, T-cell immunity, or
short-term innate antiviral responses. Viral genetic and immunologic data derived from
the 1918 era would be required to reliably address this issue as ecological studies,
where inferences about the nature of individuals are deduced from inference for the
group are subject to significant bias.Attempts to understand these decades-old pandemic phenomena are of importance in our
efforts to understand pandemic emergence today. Simple mathematics indicates that
pandemic viruses must circulate in 1 or more human populations for months before
emergence, allowing an opportunity for early detection. This finding is consistent with
observations made since the 1957 pandemic. Detecting such pandemic viruses when they are
still circulating at a low prepandemic level is a critical public health goal because it
would potentially provide significantly more time to develop vaccines and formulate
prevention and mitigation strategies.Our interpretation of the 1917–1919 US Army data suggests the theoretical
feasibility of detecting a modern pathogenic prepandemic virus by aggressive
surveillance in selected human populations during nonpandemic periods. Viewed in
retrospect, the 1917–1919 Army data seem to be consistent with a
“signal” of an approaching pandemic 5 months before it appeared when, in
spring 1918, rare cases of severe and fatal Influenza and bronchopneumonia began to be
detected in the midst of outbreaks of mild influenza-like illnesses. Had this happened
in the modern era, severe cases of respiratory viral illness detected in emergency
rooms, inpatient hospital wards, or intensive-care units could be confirmed by viral
culture or molecular diagnostic assay. Influenza A virus subtypes, other than those
predominantly circulating, could be rapidly genetically sequenced, allowing detection of
a novel influenza virus. Early detection would lead to enhanced virus-specific
surveillance and to public health strategies to prevent and control pandemic emergence
(ie, vaccine development and distribution).
CONCLUSIONS
The importance of detecting pandemic viruses as early as possible in the course of their
months-long emergence cannot be overstated. Early detection shortens the lag time in
vaccine development, policy and strategy development, and education of providers, the
public, and other key groups. Understanding how pandemic viruses emerge and development
of early detection strategies are key elements of effective prevention and control. The
1917–1919 data presented here should stimulate additional discussions aimed at
optimizing pandemic detection and response.
Authors: Zong-Mei Sheng; Daniel S Chertow; Xavier Ambroggio; Sherman McCall; Ronald M Przygodzki; Robert E Cunningham; Olga A Maximova; John C Kash; David M Morens; Jeffery K Taubenberger Journal: Proc Natl Acad Sci U S A Date: 2011-09-19 Impact factor: 11.205
Authors: Jeffery K Taubenberger; David Baltimore; Peter C Doherty; Howard Markel; David M Morens; Robert G Webster; Ian A Wilson Journal: MBio Date: 2012-09-11 Impact factor: 7.867