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Cardiomyopathies due to autoimmune disorders

Cardiomyopathies due to autoimmune disorders are forms of myocardial involvement that occur in the context of systemic immune-mediated diseases, in which cardiac damage derives from inflammation, autoimmunity, vasculopathy, microischemia, fibrosis, thrombosis, eosinophilia, granulomatosis or chronic remodeling sustained by cytokines. They do not represent a single disease, but a heterogeneous group of cardiac phenotypes that may manifest as acute myocarditis, chronic myocarditis, inflammatory dilated cardiomyopathy, ventricular dysfunction with preserved ejection fraction, myocardial fibrosis, restrictive cardiomyopathy, arrhythmias, conduction disorders, heart failure, secondary pulmonary hypertension or sudden death.

The most relevant conditions include systemic lupus erythematosus, systemic sclerosis, rheumatoid arthritis, idiopathic inflammatory myopathies, Sjögren syndrome, mixed connective tissue disease, antineutrophil cytoplasmic antibody-associated vasculitides, eosinophilic granulomatosis with polyangiitis, large-vessel arteritis, antiphospholipid antibody syndrome and, as an important immune-mediated condition to distinguish and sometimes include in the differential reasoning, cardiac sarcoidosis. The heart may be affected directly by the autoimmune process or indirectly by hypertension, accelerated atherosclerosis, coronary artery disease, renal failure, pulmonary hypertension, therapeutic toxicities, anemia, opportunistic infections and persistent inflammatory status.

From a clinical standpoint, the most important concept is that autoimmune myocardial damage may remain clinically silent for a long time. A patient with apparently controlled rheumatologic disease may have myocardial edema, fibrosis, strain abnormalities, arrhythmias or persistently elevated troponin before the onset of dyspnea or reduction in ejection fraction. Conversely, acute heart failure, chest pain, tachyarrhythmias or shock may represent the first recognized manifestation of a systemic autoimmune disease. For this reason, diagnosis requires close collaboration among cardiology, rheumatology, clinical immunology, cardiovascular radiology, pathology, electrophysiology and, in severe cases, cardiac intensive care.

Nosological and epidemiological framework

Cardiomyopathies due to autoimmune disorders must be interpreted as inflammatory or immune-mediated cardiomyopathies with systemic etiology. The distinction from viral myocarditis, idiopathic dilated cardiomyopathy and genetic cardiomyopathies is essential because treatment is not limited to heart failure therapy: when damage is sustained by active autoimmunity, vasculitis, eosinophilia or systemic rheumatologic disease, selective suppression of inflammation may modify the course. At the same time, automatically attributing a cardiomyopathy to an already known autoimmune disease is dangerous, because the patient may also have ischemic heart disease, hypertension, cardiotoxicity, infection, amyloidosis, valvular disease or genetic cardiomyopathy.

Systemic lupus erythematosus can involve the heart in many ways: pericarditis, myocarditis, Libman-Sacks verrucous endocarditis, coronary vasculitis, accelerated atherosclerosis, microangiopathy, thrombosis due to antiphospholipid antibody syndrome and inflammatory ventricular dysfunction. Clinically manifest myocarditis is not the most common complication, but it is potentially severe and may present with fever, chest pain, dyspnea, arrhythmias, elevated troponin, ventricular dysfunction and heart failure. Modern cardiac magnetic resonance techniques have shown that subclinical involvement may be more frequent than suggested by clinical assessment alone.

In systemic sclerosis, the heart may be affected by a characteristic combination of microcirculatory vasculopathy, intermittent small-vessel spasm, ischemia-reperfusion, myocardial inflammation, interstitial fibrosis, diastolic dysfunction, arrhythmias and conduction disorders. Primary cardiac involvement in systemic sclerosis is often underdiagnosed because dyspnea may be attributed to pulmonary fibrosis, pulmonary hypertension, anemia, deconditioning or esophageal disease. Cardiac magnetic resonance, echocardiographic strain, rhythm monitoring and biomarkers can detect lesions before the irreversible phase.

In rheumatoid arthritis, myocardial damage is often less striking but epidemiologically important. Chronic systemic inflammation, mediated by interleukin 6, tumor necrosis factor alpha, interleukin 1, autoantibodies, endothelial dysfunction and accelerated atherosclerosis, increases the risk of heart failure, especially with preserved ejection fraction. Clinically evident rheumatoid myocarditis is rare, but fibrosis, diastolic dysfunction, microinflammation and abnormalities of coronary reserve may contribute to chronic cardiomyopathy. Assessment must distinguish this damage from the highly relevant burden of coronary artery disease in patients with rheumatoid arthritis.

Idiopathic inflammatory myopathies, including dermatomyositis, polymyositis, immune-mediated necrotizing myopathy and antisynthetase syndrome, may involve the myocardium with myocarditis, fibrosis, conduction disorders, arrhythmias and heart failure. Unlike cardiomyopathies due to genetic neuromuscular disorders, the problem here is not an inherited structural protein, but an immune process affecting skeletal muscle and, in a proportion of patients, the myocardium. Elevated creatine kinase may confound the interpretation of cardiac troponin T; for this reason, when myocardial damage is suspected, cardiac troponin I may be more specific in some clinical situations.

Antineutrophil cytoplasmic antibody-associated vasculitides include granulomatosis with polyangiitis, microscopic polyangiitis and eosinophilic granulomatosis with polyangiitis. Cardiac involvement is particularly relevant in eosinophilic granulomatosis with polyangiitis, where eosinophilia, small-vessel vasculitis and eosinophilic inflammation can cause eosinophilic myocarditis, endomyocarditis, thrombosis, endomyocardial fibrosis, restrictive cardiomyopathy, pericarditis, arrhythmias and heart failure. In these patients, the heart is a prognostically central organ, and early diagnosis can radically change the intensity of immunologic treatment.

Antiphospholipid antibody syndrome does not typically produce a primary inflammatory cardiomyopathy, but it may damage the heart through arterial and venous thrombosis, microangiopathy, valvulopathy, intracardiac thrombi, myocardial infarction, thromboembolic pulmonary hypertension and secondary ventricular dysfunction. It should therefore be included in the differential diagnosis of autoimmune myocardial damage, especially in young patients with thrombotic events, recurrent pregnancy loss, livedo reticularis, thrombocytopenia, systemic lupus erythematosus or unexplained thrombosis. In this case, the central therapy is not immunosuppression alone, but thrombotic prevention.

Cardiac sarcoidosis occupies a particular position. It is not a classic autoimmune disease mediated by autoantibodies, but it is an immune-mediated granulomatous disease that may mimic or overlap with the chapter of systemic inflammatory cardiomyopathies. It may cause atrioventricular blocks, ventricular tachycardias, fibrosis, ventricular aneurysms, systolic dysfunction and sudden death. It must be sought when a patient presents with unexplained atrioventricular block, ventricular arrhythmias, extracardiac granulomatous pattern, hilar lymphadenopathy, pulmonary lesions or nonischemic late gadolinium enhancement on cardiac magnetic resonance.

Etiology, pathogenesis and pathophysiology

The established etiological causes are systemic autoimmune or immune-mediated diseases capable of generating direct or indirect myocardial damage. In systemic lupus erythematosus, damage may derive from immune complexes, complement activation, autoantibodies, vasculitis, microangiopathy, antiphospholipid antibodies and myocardial inflammation. Activation of the complement system and immune cells produces edema, focal myocyte necrosis, mononuclear infiltrates, endothelial dysfunction and, if activity persists, fibrosis. Lupus myocarditis may be acute and severe, but it may also leave scar-related sequelae that progress toward chronic ventricular dysfunction.

In systemic sclerosis, the dominant pathogenetic mechanism is the interaction between vasculopathy and fibrosis. Endothelial dysfunction causes reduced vasodilation, microvascular spasm, intermittent ischemic damage and impaired repair. Repeated ischemia and reperfusion activate fibroblasts, collagen deposition, myofibroblast transformation and interstitial remodeling. This is accompanied by a myocardial inflammatory component that may precede or accompany fibrosis. The result is a rigid, electrically unstable myocardium, with reduced coronary reserve, diastolic dysfunction, arrhythmias and, in more advanced stages, systolic dysfunction.

In rheumatoid arthritis, damage is more often chronic and systemic. Persistent inflammation increases arterial stiffness, alters endothelial function, accelerates atherosclerosis, modifies lipid metabolism, promotes oxidative stress and directly affects the myocardium through pro-inflammatory cytokines. Interleukin 6, tumor necrosis factor alpha and interleukin 1 may alter adrenergic signaling, cardiomyocyte metabolism, mitochondrial function, calcium homeostasis and extracellular matrix. The consequence may be diastolic dysfunction with preserved ejection fraction, associated with diffuse fibrosis and reduced ability to increase output during exertion.

In idiopathic inflammatory myopathies, cardiac damage may reflect immune mechanisms parallel to those affecting skeletal muscle. In dermatomyositis, microangiopathy, complement, capillary damage and tissue ischemia are relevant; in polymyositis and in some lymphocytic forms, cellular infiltrates and cytotoxicity predominate; in immune-mediated necrotizing myopathy, muscle damage may be massive and the heart may be variably involved. Immune cells and cytokines alter cardiomyocytes, interstitium and microcirculation; repeated damage produces acute edema, necrosis, replacement fibrosis and an arrhythmic substrate.

In eosinophilic granulomatosis with polyangiitis and in hypereosinophilic syndromes, the mechanism is strongly conditioned by eosinophils. Activated eosinophils release major basic protein, eosinophil cationic protein, eosinophil peroxidase, oxidizing radicals and pro-thrombotic mediators. These substances damage the endocardium and myocardium, activate platelets and coagulation, favor mural thrombi and produce necrosis. The typical sequence moves from a necrotic-inflammatory phase to a thrombotic phase and then to a fibrotic phase, with possible restrictive cardiomyopathy or endomyocardial fibrosis. In this category, recognition of eosinophilia is not a detail, but a pathogenetic and therapeutic finding.

In systemic vasculitides, the myocardium may be affected even without predominant eosinophilia. Necrotizing inflammation of small and medium-sized vessels reduces perfusion, causes microvascular ischemia, hemorrhage, edema, necrosis and fibrosis. Large-vessel arteritides, such as Takayasu arteritis and giant cell arteritis, more often affect the aorta, main branches, proximal coronary arteries or aortic valve; ventricular dysfunction may therefore derive from ischemia, hypertension, aortic regurgitation or systemic inflammation rather than primary myocarditis. The anatomical distinction of the vascular target is essential for understanding the cardiac mechanism.

Antiphospholipid antibody syndrome acts through thrombosis and microangiopathy. Antiphospholipid antibodies can activate endothelium, platelets, monocytes and complement, creating a procoagulant state. In the heart this may cause infarctions at a young age, microthrombosis, valvulopathy, noninfective vegetations, intracavitary thrombi and thromboembolic pulmonary hypertension. The resulting ventricular damage is secondary to macrovascular or microvascular ischemia and pressure overload, not to classic autoimmune myocarditis. Treating it as a simple inflammatory cardiomyopathy would be conceptually incorrect.

The transition from immune injury to cardiomyopathy follows a common sequence. Acute inflammation produces edema, myocyte necrosis, contractile dysfunction and electrical instability. If the insult resolves, recovery may be complete or nearly complete; if it persists or recurs, the damaged tissue is replaced by fibrosis. Fibrosis reduces compliance, alters electrical conduction, creates reentry circuits, reduces contractile reserve and may lead to dilated, restrictive or preserved-ejection-fraction cardiomyopathy. The final phenotype depends on site, duration, intensity and type of inflammation.

Clinical pathophysiology does not depend only on the myocardium. In systemic autoimmune diseases, the heart is also exposed to anemia, fever, persistent tachycardia, renal dysfunction, hypertension, hypoxia from lung disease, pulmonary hypertension, accelerated atherosclerosis, metabolic alterations, prolonged corticosteroid therapy and infections. These factors may amplify mild myocarditis until heart failure develops, or may simulate autoimmune cardiomyopathy when the primary damage is hemodynamic, ischemic or metabolic. Reasoning must therefore separate direct autoimmune damage, vascular damage and aggravating factors.

Main cardiac phenotypes

The most recognizable phenotype is acute autoimmune myocarditis. The patient may present with chest pain, fever, dyspnea, palpitations, syncope, increased troponin, electrocardiographic abnormalities, myocardial edema on cardiac magnetic resonance and reduced ventricular function. In systemic lupus erythematosus, idiopathic inflammatory myopathies, early systemic sclerosis, eosinophilic granulomatosis with polyangiitis and systemic vasculitides, myocarditis may be part of a systemic flare. Severity ranges from subclinical disease to fulminant cardiogenic shock.

A second phenotype is chronic inflammatory cardiomyopathy. In this case, the patient does not present with a single evident acute episode, but with progressive ventricular dysfunction, sometimes with dilatation, reduced ejection fraction, diffuse fibrosis, increased natriuretic peptides and arrhythmias. Damage may derive from persistent low-grade inflammation, repeated unrecognized myocarditis, microischemia or fibrotic remodeling. It is a particularly insidious form because it may be classified as idiopathic dilated cardiomyopathy if the autoimmune context is not sought.

Preserved-ejection-fraction cardiomyopathy is frequent in chronic inflammatory diseases, especially in rheumatoid arthritis, systemic sclerosis and systemic lupus erythematosus. The patient presents with dyspnea, exertional intolerance, elevated filling pressures, strain abnormalities, diastolic dysfunction and sometimes pulmonary hypertension, while the ejection fraction remains normal. Pathogenesis combines interstitial fibrosis, ventricular stiffness, microvascular dysfunction, systemic inflammation, arterial stiffness and comorbidities. This phenotype is often underestimated because the echocardiogram may be described as “preserved systolic function” without analyzing filling and myocardial deformation.

Systemic sclerosis may produce a peculiar fibrotic-arrhythmic phenotype. The patient may have palpitations, ventricular ectopy, nonsustained ventricular tachycardia, conduction disorders, diastolic dysfunction, nonischemic late gadolinium enhancement and reduced strain. Fibrosis may be patchy, diffuse or subclinical; when it involves the conduction system or critical myocardial areas, arrhythmic risk becomes relevant even before a major reduction in ejection fraction. The presence of pulmonary hypertension or interstitial lung disease may make dyspnea difficult to attribute.

Eosinophilic forms have their own phenotype. The initial phase may present as acute eosinophilic myocarditis with chest pain, elevated troponin, ventricular dysfunction, arrhythmias and sometimes shock. The intermediate phase is dominated by endocavitary thrombi, embolic events and endocardial damage. The chronic phase may progress toward endomyocardial fibrosis, apical obliteration, atrioventricular valve regurgitation and restrictive physiology. This pathway explains the link between eosinophilic granulomatosis with polyangiitis, hypereosinophilic syndromes and some forms of endomyocardial restrictive cardiomyopathy.

Arrhythmias may constitute the dominant phenotype. Atrial fibrillation, atrial flutter, atrial tachycardia, ventricular ectopy, nonsustained ventricular tachycardia, sustained ventricular tachycardia, atrioventricular blocks and intraventricular blocks may derive from inflammation, fibrosis, granulomas, microvascular ischemia or atrial dilatation. In cardiac sarcoidosis and systemic sclerosis, conduction disturbance may be an early signal; in acute autoimmune myocarditis, arrhythmia may reflect edema and necrosis; in chronic forms, fibrosis creates a permanent substrate.

A phenotype that must not be confused with primary cardiomyopathy is the ischemic-microvascular one. In systemic lupus erythematosus, antiphospholipid antibody syndrome, rheumatoid arthritis and vasculitides, ventricular damage may derive from accelerated coronary artery disease, coronary vasculitis, thrombosis, spasm or microangiopathy. Cardiac magnetic resonance and coronary assessment help distinguish ischemic necrosis, inflammatory edema and nonischemic fibrosis. The distinction changes therapy: microthrombosis due to antiphospholipid antibodies is not treated like lymphocytic myocarditis, and critical coronary stenosis must not be generically attributed to inflammation.

Finally, there is the mixed phenotype, probably the most frequent in practice. A patient with systemic sclerosis may have myocardial fibrosis, pulmonary hypertension, arrhythmias and microvascular disease; a patient with lupus may have pericarditis, myocarditis, antiphospholipid antibodies and accelerated atherosclerosis; a patient with rheumatoid arthritis may have diastolic dysfunction, coronary artery disease, hypertension and systemic inflammation; a patient with eosinophilic granulomatosis with polyangiitis may have eosinophilia, vasculitis, thrombi and fibrosis. The diagnosis must therefore describe the mechanisms present, without settling for a single label.

Clinical manifestations

History-taking must start from the cardiologic presentation and continue with a systematic search for autoimmune signs. The patient may report exertional dyspnea, orthopnea, chest pain, palpitations, syncope, asthenia, edema, fever, reduced exercise tolerance or rapid worsening during a systemic flare. Chest pain may derive from pericarditis, myocarditis, coronary vasculitis, spasm, thrombosis or accelerated coronary artery disease. Dyspnea may depend on the myocardium, lung, anemia, pulmonary hypertension or deconditioning. For this reason, clinical reconstruction must be temporal: when did the cardiac symptoms appear in relation to autoimmune activity?

In systemic lupus erythematosus, photosensitive rash, oral ulcers, arthritis, serositis, nephropathy, cytopenias, neurologic phenomena, thrombosis, pregnancy loss, positivity for anti-double-stranded DNA antibodies, complement consumption and antiphospholipid antibodies must be sought. Lupus myocarditis may occur during an active systemic phase, but not all signs are always evident at the same time. The presence of concomitant pericarditis, fever, elevated troponin and ventricular dysfunction increases suspicion of inflammatory cardiac involvement.

In systemic sclerosis, examination must look for Raynaud phenomenon, sclerodactyly, telangiectasias, digital ulcers, calcinosis, dysphagia, gastroesophageal reflux, dyspnea from interstitial lung disease, signs of pulmonary hypertension and specific autoantibodies. Primary cardiac involvement may be subtle: palpitations, ectopic beats, exertional intolerance and modest elevation of troponin or natriuretic peptides may precede heart failure. Dyspnea must be broken down into pulmonary, pulmonary vascular and myocardial components.

In rheumatoid arthritis, the patient may present with progressive dyspnea, edema, fatigability or signs of heart failure with preserved ejection fraction. History must assess duration and activity of joint disease, seropositivity for rheumatoid factor and anti-citrullinated peptide antibodies, inflammatory burden, nodules, vasculitis, interstitial lung disease, corticosteroid therapy, hypertension, dyslipidemia and coronary risk. Chronic inflammatory cardiomyopathy must not make clinicians forget that rheumatoid arthritis also increases the risk of ischemic heart disease.

In idiopathic inflammatory myopathies, the clinical question must connect muscle and heart. Proximal weakness, difficulty climbing stairs, dysphagia, myalgias, heliotrope rash, Gottron papules, mechanic’s hands, Raynaud phenomenon, arthritis, interstitial lung disease and elevated creatine kinase may accompany palpitations, dyspnea, chest pain or syncope. Myocarditis may be underestimated because asthenia and exertional limitation are attributed to skeletal myopathy. In these patients, cardiac symptoms must be actively sought.

In vasculitides and eosinophilic forms, the picture may be systemic and dramatic. Asthma, chronic rhinosinusitis, nasal polyposis, eosinophilia, peripheral neuropathy, purpura, migratory pulmonary infiltrates, renal failure, fever and weight loss point toward eosinophilic granulomatosis with polyangiitis or other vasculitides. Cardiac involvement may present with chest pain, heart failure, arrhythmias, thrombi, pericarditis or shock. Absence of antineutrophil cytoplasmic antibodies does not exclude eosinophilic granulomatosis with polyangiitis, because a substantial proportion of patients may be negative, especially in the more eosinophilic and cardiac phenotypes.

On cardiac physical examination, signs of heart failure, pericarditis, arrhythmias and hypoperfusion are sought. Tachycardia, irregular rhythm, jugular venous distension, pulmonary crackles, dependent edema, hepatomegaly, murmurs from functional mitral or tricuspid regurgitation, pericardial friction rub, hypotension or signs of shock may be present. Skin, joint, pulmonary, neurologic and vascular examination is equally important: digital ulcers, palpable purpura, livedo reticularis, arthritis, rash, muscle weakness, neuropathy and signs of pulmonary hypertension may reveal the systemic cause.

The presentation may be subclinical. Persistent troponin increase, new ventricular ectopy, strain abnormality, late gadolinium enhancement, increased extracellular volume, conduction block or worsening natriuretic peptides may be the first signals. This phase is clinically valuable because treatment of the autoimmune disease may be more effective before edema and inflammation become stable fibrosis. Surveillance must therefore not depend only on the onset of overt heart failure.

Investigations and diagnosis

The diagnostic pathway must answer three questions: whether myocardial involvement truly exists, whether damage is active or scar-related, and which autoimmune disease is causing or aggravating it. This approach prevents two opposite errors: ignoring a treatable autoimmune myocarditis or attributing to rheumatologic disease a heart condition that has another cause. Diagnosis requires integration of history, physical examination, biomarkers, electrocardiogram, echocardiography, cardiac magnetic resonance, coronary assessment when indicated, immunologic tests and, in selected cases, endomyocardial biopsy.

First-line tests include 12-lead electrocardiogram, high-sensitivity troponin, B-type natriuretic peptide or N-terminal pro-B-type natriuretic peptide fragment, complete blood count with differential, creatinine, electrolytes, liver function, inflammatory indices, creatine kinase, urinalysis, proteinuria-creatininuria ratio when indicated and specific markers of the suspected autoimmune disease. The electrocardiogram may show sinus tachycardia, ST-segment and T-wave abnormalities, conduction blocks, atrial arrhythmias, ventricular ectopy or pseudo-ischemic patterns. Elevated troponin must be interpreted together with symptoms, magnetic resonance, coronary arteries and systemic activity.

Transthoracic echocardiography assesses systolic and diastolic function, global longitudinal strain, right ventricular function, pulmonary pressures, pericardial effusion, valves, atrial dimensions, visible thrombi and signs of pulmonary hypertension. In patients with autoimmune diseases, it is essential not to focus only on ejection fraction. Strain may decrease at an early stage; diastolic dysfunction may explain dyspnea with preserved ejection fraction; the right ventricle may be impaired by pulmonary hypertension, myocarditis or lung disease. The presence of pericardial effusion, especially in lupus or systemic sclerosis, strengthens suspicion of cardiac immunologic activity.

Cardiac magnetic resonance is the most important noninvasive examination for characterizing myocardial tissue. It allows recognition of edema, hyperemia, necrosis, fibrosis, ischemic and nonischemic patterns, increased extracellular volume, pericardial involvement and thrombi. In autoimmune diseases, magnetic resonance helps distinguish active myocarditis from scar, infarction from vasculitis or thrombosis, chronic cardiomyopathy and damage from hypertension. T2 sequences and T2 mapping assess edema; native T1 and extracellular volume reflect diffuse damage and fibrosis; late gadolinium enhancement describes the distribution of necrosis or scar. The value of magnetic resonance is particularly high when the echocardiogram is nonspecific.

Coronary assessment is necessary when age, chest pain, risk factors, troponin, electrocardiogram or magnetic resonance pattern suggests ischemia. It may be performed with coronary computed tomography angiography or invasive coronary angiography according to risk and clinical stability. This step is essential in systemic lupus erythematosus, rheumatoid arthritis and antiphospholipid antibody syndrome, where accelerated atherosclerosis, coronary vasculitis and thrombosis may mimic myocarditis. A subendocardial or transmural pattern in a coronary territory on magnetic resonance points toward ischemia; a multifocal subepicardial or mid-wall pattern is more suggestive of myocarditis, although not absolute.

Immunologic tests must be guided by clinical suspicion. They may include antinuclear antibodies, anti-double-stranded DNA antibodies, complement C3 and C4, anti-Sm, anti-Ro/SSA, anti-La/SSB, anti-RNP, anti-Scl-70, anticentromere antibodies, anti-RNA polymerase III, rheumatoid factor, anti-citrullinated peptide antibodies, anti-Jo-1 antibodies and other myositis-specific or myositis-associated antibodies, antineutrophil cytoplasmic antibodies, eosinophils, immunoglobulin E, antiphospholipid antibodies, lupus anticoagulant, anticardiolipin and anti-beta2-glycoprotein I. The list must not be applied indiscriminately: pre-test probability must guide ordering.

There are no single official diagnostic criteria for “cardiomyopathy due to autoimmune disorder”, because it is a pathogenetic umbrella that includes different diseases. According to the framework of guidelines on cardiomyopathies, myocarditis and management of systemic autoimmune diseases, a solid diagnosis requires:

  • documenting myocardial involvement through symptoms, biomarkers, electrocardiogram, echocardiography, cardiac magnetic resonance, positron emission tomography when indicated or endomyocardial biopsy;
  • demonstrating or suspecting with high probability an autoimmune, immune-mediated, vasculitic, eosinophilic or systemic thrombotic disease consistent with the cardiac phenotype;
  • excluding frequent alternative causes, especially ischemic heart disease, hypertension, valvular diseases, infections, cardiotoxicity, genetic cardiomyopathies, infiltrative diseases and constrictive pericarditis;
  • defining whether the damage is active, predominantly inflammatory or eosinophilic, or chronic and fibrotic, because this distinction conditions the response to immunologic therapy;
  • searching for associated complications, such as arrhythmias, blocks, thrombi, pulmonary hypertension, pericardial effusion, renal disease, lung disease and antiphospholipid antibody syndrome.

Endomyocardial biopsy has a selective but decisive role. It should be considered in patients with fulminant myocarditis, cardiogenic shock, severe ventricular arrhythmias, advanced blocks, unexplained rapid worsening, suspicion of eosinophilic myocarditis, giant cell myocarditis, sarcoidosis, vasculitis, infection that would contraindicate immunosuppression, or when the result would change therapy. Biopsy can demonstrate lymphocytic, eosinophilic or granulomatous infiltrate, necrosis, fibrosis, vasculitis, microvascular thrombi or infectious agents. Molecular search for viral genomes is important when immunosuppression is being evaluated in myocarditis, because active infectious myocarditis requires different reasoning from a virus-negative autoimmune form.

Fluorodeoxyglucose positron emission tomography may be useful when cardiac sarcoidosis or active inflammation not clarified by magnetic resonance is suspected. The examination requires careful metabolic preparation to suppress normal myocardial glucose use and reduce false positives. It can identify cardiac and extracardiac inflammatory activity, guide biopsies from more accessible sites and monitor response to therapy. It does not replace cardiac magnetic resonance in all patients, but complements it in specific scenarios.

The differential diagnosis must be explicit in the clinical report. In the patient with lupus and chest pain, myocarditis, pericarditis, infarction from thrombosis, pulmonary embolism and accelerated coronary artery disease must be distinguished. In the patient with systemic sclerosis and dyspnea, myocarditis, myocardial fibrosis, pulmonary hypertension, interstitial lung disease and esophageal dysfunction with aspiration must be separated. In the patient with rheumatoid arthritis and heart failure, ischemia, inflammation, hypertension and secondary amyloidosis in historically severe forms must be evaluated. In the patient with eosinophilia, eosinophilic granulomatosis with polyangiitis, hypereosinophilic syndrome, parasitic infections, hypersensitivity reactions and hematologic neoplasms must be distinguished.

Treatment, immunologic control and prognosis

Treatment must act on two levels: cardiologic therapy of the phenotype and therapy of the responsible autoimmune disease. Treatment of heart failure, arrhythmias, thrombosis and pulmonary hypertension follows established cardiologic principles; immunologic therapy, instead, depends on the rheumatologic diagnosis, disease activity, histology when available, presence or absence of infection, severity of organ damage and individual patient risk. The decision must not be automatic: immunosuppression useful in active autoimmune myocarditis may be inappropriate if the damage is scar-related, ischemic, infectious or thrombotic.

In severe acute autoimmune myocarditis, the patient must be managed in an advanced cardiologic setting, especially in the presence of marked reduction in ejection fraction, shock, ventricular arrhythmias, advanced blocks, hypotension or signs of hypoperfusion. Therapy includes continuous monitoring, heart failure treatment, diuretics if congested, vasopressors or inotropes when necessary, mechanical circulatory support in selected fulminant cases, correction of electrolytes, treatment of arrhythmias and early assessment for endomyocardial biopsy. The acute phase must rapidly distinguish lymphocytic, eosinophilic, giant cell, granulomatous or infectious myocarditis from ischemia.

Therapy of heart failure with reduced ejection fraction may include renin-angiotensin-aldosterone system inhibitors, beta-blockers, mineralocorticoid receptor antagonists, sodium-glucose cotransporter 2 inhibitors, diuretics and, when indicated, angiotensin receptor-neprilysin inhibitors. Titration must consider blood pressure, renal function, potassium, inflammatory activity, therapeutic interactions and infectious risk. In the unstable acute phase, some medicines may be temporarily not tolerated; in the chronic phase, they should be introduced and optimized if not contraindicated.

In systemic lupus erythematosus with myocarditis, immunologic treatment is generally established with high-dose systemic corticosteroids and, in severe or refractory cases, additional immunosuppressive medicines such as cyclophosphamide, mycophenolate mofetil, azathioprine, rituximab or other strategies chosen according to the systemic picture, nephropathy, cardiac severity and rheumatologic recommendations. Hydroxychloroquine has a central role in the general control of lupus, unless contraindicated and with ophthalmologic monitoring, but it does not replace intensive treatment of severe myocarditis. If antiphospholipid antibody syndrome coexists, thrombotic prevention becomes an essential part of treatment.

In systemic sclerosis, treatment of primary cardiac involvement is more difficult because stabilized fibrosis responds poorly. When cardiac magnetic resonance, biomarkers or biopsy suggest active myocarditis, immunosuppressive therapy may be considered in expert centers, often with mycophenolate mofetil, cautiously dosed corticosteroids, rituximab or other regimens chosen case by case. Caution with corticosteroids is important because high doses in systemic sclerosis may increase the risk of scleroderma renal crisis. Management must also include search for and treatment of pulmonary hypertension, interstitial lung disease, arrhythmias and microvascular dysfunction.

In antineutrophil cytoplasmic antibody-associated vasculitides, treatment depends on severity and organs involved. In severe forms with cardiac, renal, neurologic or pulmonary involvement, remission induction is based on corticosteroids and immunosuppressive or biologic therapies according to updated rheumatologic recommendations, including rituximab or cyclophosphamide in appropriate contexts. In eosinophilic granulomatosis with polyangiitis, the presence of eosinophilic myocarditis, heart failure or major cardiac damage requires timely treatment; in relapsing or refractory forms, approaches targeting interleukin 5, such as mepolizumab, may be considered in selected scenarios. Therapy must always consider exclusion of parasitic infections such as Strongyloides stercoralis before intensive corticosteroids in at-risk patients.

In idiopathic inflammatory myopathies with cardiac involvement, treatment aims to control systemic and myocardial autoimmune activity. Corticosteroids, methotrexate, azathioprine, mycophenolate mofetil, intravenous immunoglobulins, rituximab, calcineurin inhibitors or other therapies may be chosen according to subtype, autoantibodies, interstitial lung disease, muscle severity and cardiac damage. Cardiac response must be monitored with cardiac troponin I when useful, natriuretic peptides, echocardiography, cardiac magnetic resonance and rhythm assessment. Normalization of creatine kinase does not automatically guarantee resolution of myocardial damage.

Arrhythmias require specific treatment. Atrial fibrillation and atrial flutter must be managed with rate or rhythm control, anticoagulation when indicated and treatment of the underlying inflammatory cause. Ventricular tachycardias, advanced blocks or syncope require electrophysiologic evaluation, possible implantable cardioverter-defibrillator, pacemaker or cardiac resynchronization therapy according to phenotype. In cardiac sarcoidosis, systemic sclerosis and myocarditis with residual fibrosis, arrhythmic risk may persist even after inflammation decreases.

Antithrombotic therapy is central in antiphospholipid antibody syndrome, intracardiac thrombi, atrial fibrillation and eosinophilic forms with endocavitary thrombosis. The choice among oral anticoagulation with vitamin K antagonists, heparin or other strategies must respect diagnosis, thrombotic risk, bleeding risk and specific recommendations, especially in high-risk antiphospholipid antibody syndrome. In eosinophilic forms, thrombotic prevention does not replace control of eosinophilia, because endocardial damage continues if inflammation persists.

Prognosis varies according to disease, mechanism and timeliness of treatment. Acute autoimmune myocarditis may recover significantly if recognized and treated early, but it may progress toward dilated cardiomyopathy, arrhythmias, transplantation or death. Systemic sclerosis with primary cardiac involvement has an unfavorable prognosis when extensive fibrosis, arrhythmias, ventricular dysfunction or pulmonary hypertension appear. Eosinophilic granulomatosis with polyangiitis carries high cardiac risk, especially in eosinophilic phenotypes. In rheumatoid arthritis, risk is often chronic, linked to heart failure, accelerated atherosclerosis and inflammatory burden. The presence of late gadolinium enhancement, persistent troponin, ventricular arrhythmias, right ventricular dysfunction, pulmonary hypertension and renal failure worsens prognosis.

Follow-up must be shared. In patients with documented involvement, serial controls are needed with symptoms, functional class, electrocardiogram, Holter or prolonged monitoring when indicated, echocardiogram with strain, natriuretic peptides, troponin, immunologic markers of the underlying disease and cardiac magnetic resonance to assess activity and fibrosis. Frequency depends on severity and activity: acute myocarditis requires close controls; stable fibrosis requires arrhythmic and functional surveillance; a patient with systemic autoimmune disease without known heart disease but at high risk may require targeted periodic screening. Stopping surveillance after clinical improvement is an error, because relapses and fibrotic progression may occur even after apparent remission.

Complications

The most immediate complication is heart failure. It may appear acutely during myocarditis, vasculitis or eosinophilia, or chronically after fibrosis and remodeling. Dysfunction may be systolic, diastolic or mixed; the right ventricle may be involved directly by myocarditis or indirectly by pulmonary hypertension, interstitial lung disease or pulmonary embolism. Autoimmune heart failure often has a fluctuating course, because it worsens during systemic flares, infections, anemia, renal failure or withdrawal of immunologic therapy.

Arrhythmias are frequent and potentially lethal complications. Acute inflammation alters ion channels, conduction and refractoriness; chronic fibrosis creates anatomical barriers and reentry circuits; atrial dilatation favors atrial fibrillation; granulomas and scars can interrupt the conduction system. Manifestations include ectopy, nonsustained ventricular tachycardia, sustained ventricular tachycardia, ventricular fibrillation, atrial fibrillation, flutter, atrioventricular blocks and pauses. Sudden death may occur even when ejection fraction does not appear severely reduced, especially in cardiac sarcoidosis, systemic sclerosis, active myocarditis and extensive fibrosis.

Myocardial fibrosis is a structural complication that transforms potentially reversible damage into a chronic substrate. When inflammation organizes into scar, the myocardium loses elasticity, contractile reserve and electrical continuity. Fibrosis may cause diastolic dysfunction, restrictive cardiomyopathy, ventricular dilatation, functional valvular regurgitation and arrhythmias. On cardiac magnetic resonance, late gadolinium enhancement and increased extracellular volume may indicate this transition. Once stabilized, fibrosis responds far less to immunologic therapy than inflammatory edema.

Thromboembolic complications are particularly important in systemic lupus erythematosus, antiphospholipid antibody syndrome, eosinophilic forms, atrial fibrillation and dilated cardiomyopathies with low ejection fraction. Ischemic stroke, systemic embolism, intracardiac thrombosis, pulmonary embolism, myocardial infarction from coronary thrombosis and microangiopathy may occur. In eosinophilic forms, the endocavitary thrombus may organize and contribute to endomyocardial fibrosis; in antiphospholipid antibody syndrome, events may recur if antithrombotic prevention is inadequate.

Pulmonary hypertension may complicate many autoimmune diseases. In systemic sclerosis, it may be primary pulmonary arterial hypertension, secondary to interstitial lung disease or consequent to left ventricular dysfunction; in lupus it may derive from vasculopathy, thromboembolism or left heart disease; in antiphospholipid antibody syndrome it may be chronic thromboembolic; in inflammatory myopathies it may be associated with interstitial lung disease. The presence of pulmonary hypertension worsens dyspnea, right ventricular function, prognosis and tolerance of heart failure.

Pericardial complications may coexist with cardiomyopathy. Pericarditis, pericardial effusion, tamponade and, rarely, constrictive pericarditis may occur especially in lupus, systemic sclerosis, rheumatoid arthritis and some vasculitides. Pericarditis may confuse the diagnosis because chest pain, elevated troponin and electrocardiographic abnormalities may suggest myocarditis or coronary syndrome. When both pericardium and myocardium are involved, the picture falls within the myopericarditic spectrum and requires more complete assessment.

Renal impairment amplifies cardiac risk. Lupus nephritis, scleroderma renal crisis, glomerulonephritis in vasculitides, thrombotic microangiopathy and nephropathy from antiphospholipid antibodies may cause hypertension, hydrosaline retention, anemia, electrolyte abnormalities and reduced clearance of medicines. Diseased kidneys make it more difficult to use diuretics, renin-angiotensin-aldosterone system inhibitors and anticoagulants, and increase the risk of heart failure. In autoimmune patients, heart and kidney must be evaluated together.

Infections are an indirect but crucial complication. Autoimmune disease, immunosuppression, corticosteroids, renal failure, heart failure and cardiac devices increase infectious risk. An infection may trigger an autoimmune flare, worsen heart failure, provoke arrhythmias or simulate myocarditis. Before intensifying immunosuppression, it is essential to search for relevant infections, especially if the patient has fever, leukocytosis, immunodepression or specific epidemiological exposures.

Therapeutic complications must be anticipated. Prolonged corticosteroids may favor hypertension, diabetes, weight gain, osteoporosis and infections; some immunosuppressive medicines may increase infectious risk, cytopenias or organ toxicity; some medicines used in rheumatologic diseases may have specific cardiovascular implications; some antiarrhythmics are difficult to use in the presence of interstitial lung disease, thyroid dysfunction or hepatic dysfunction. Therapy must be effective but monitored, because the autoimmune patient with cardiomyopathy is often fragile across several organs simultaneously.

The most dangerous diagnostic complication is reductive diagnosis. Calling an infarction from antiphospholipid antibodies “heart failure from lupus”, calling active myocarditis “dyspnea from systemic sclerosis”, calling eosinophilic vasculitis “idiopathic cardiomyopathy”, or attributing every elevated troponin to myocarditis without evaluating the coronary arteries may change treatment for the worse. In these diseases, diagnostic precision is an integral part of therapy: identifying the dominant mechanism means choosing among immunosuppression, anticoagulation, revascularization, heart failure therapy, treatment of pulmonary hypertension or an electrical device.

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