Clinical Immunology

Multiple Sclerosis

Multiple Sclerosis

What Do You Need to Know?

  • McDonald 2017 criteria: diagnosis requires dissemination in space (DIS: ≥2 of 4 CNS regions) AND dissemination in time (DIT: simultaneous Gd+ and non-enhancing lesions, new lesions on follow-up, OR CSF-specific OCBs)
  • Subtypes: CIS → RRMS (85%) → SPMS; PPMS (10–15%) is primary progressive from onset; Lublin 2013 adds active/inactive and progressing/not progressing modifiers
  • Classic presentations: optic neuritis (painful vision loss, RAPD), INO (MLF lesion), partial transverse myelitis, Lhermitte sign, Uhthoff phenomenon
  • MRI hallmarks: periventricular Dawson fingers, ovoid lesions perpendicular to ventricles, open ring enhancement, central vein sign, short spinal cord lesions (<2 vertebral segments)
  • CSF: ≥2 oligoclonal bands unique to CSF (85–95%); elevated IgG index; CSF-specific OCBs can substitute for DIT in McDonald 2017
  • Acute relapses: IV methylprednisolone 1 g/day × 3–5 days; PLEX for steroid-refractory relapses; oral prednisone alone is NOT recommended for optic neuritis
  • Prognosis: favorable — young onset, female, sensory/ON presentation, RRMS; poor — male, older onset, motor/cerebellar symptoms, PPMS, high lesion burden
Epidemiology

Key Epidemiological Data

FeatureDetails
Prevalence~1 million in the US; ~2.8 million worldwide
Female:Male ratio3:1 (increasing over time, especially in RRMS); PPMS is ~1:1
Age of onset20–40 years (peak ~30); PPMS peaks later (~40–50 years)
Geographic gradientPrevalence increases with distance from equator; highest in Northern Europe, Canada, northern US
Migration effectMigrating before age 15 adopts risk of destination country; after age 15, retains risk of origin
Vitamin DLow serum 25(OH)D associated with ↑ MS risk and ↑ relapse rate; partially explains latitude gradient
EBV associationStrongest environmental risk factor; OR >30 for MS after EBV seroconversion; virtually all MS patients are EBV seropositive
Smoking1.5× increased risk; dose-dependent; accelerates conversion to SPMS
GeneticsHLA-DRB1*15:01 is strongest genetic risk factor (OR ~3); >200 non-HLA susceptibility loci; MZ twins ~25–30%, DZ twins ~5%
Family risk15–20% have affected relative; first-degree relatives 10–20× risk; both parents with MS → ~30% risk to children
💎 Board Pearl
  • EBV seroconversion → 32-fold increased MS risk (Bjornevik et al., Science 2022) — MS risk is negligible in EBV-seronegative individuals
  • HLA-DRB1*15:01 is the single strongest genetic risk factor for MS — chromosome 6
  • Migration before age 15 = adopt new risk — suggests environmental exposure during adolescence is critical
  • Monozygotic twin concordance is only ~25–30% — genetics important but NOT sufficient
Pathophysiology

Immunopathogenesis

Immune ComponentRole in MS
CD4+ T cells (Th1/Th17)Cross BBB → recognize myelin antigens via MHC class II → release IFN-γ, IL-17 → activate macrophages
CD8+ T cellsMost abundant T cells in MS lesions; direct cytotoxic damage to oligodendrocytes and axons
B cellsAntigen presentation, cytokine production, intrathecal antibody secretion (OCBs); anti-CD20 therapy efficacy confirms B-cell centrality
Macrophages/microgliaPhagocytose myelin; release reactive oxygen species; drive slowly expanding lesions in progressive MS
ComplementDeposition in active lesions (Pattern II pathology); contributes to demyelination
AstrocytesGliotic scar formation in chronic lesions; impede remyelination; contribute to BBB dysfunction

Neuropathology

  • 5 pathologic criteria for demyelination: (1) myelin sheath destruction, (2) relative axonal sparing, (3) perivascular inflammatory infiltrate, (4) perivenular white matter distribution, (5) absence of Wallerian degeneration
  • Demyelinating plaques: pink-gray lesions; perivenular distribution; primarily white matter but gray matter commonly affected
  • Favored locations: periventricular white matter, optic nerves/chiasm, spinal cord, brainstem, cerebellar peduncles
  • Dawson’s fingers: perivenular demyelination perpendicular to corpus callosum at the callosal–septal interface
  • Axonal loss: significant even early in disease and in normal-appearing white matter — not purely demyelinating
  • Gray matter pathology: cortical demyelination is common; subpial cortical lesions (Type III) are most MS-specific
  • Lesions do NOT extend beyond root entry zones of cranial or spinal nerves

Lesion Types

Lesion TypeDescriptionSignificance
Active/acute plaquesDense macrophage infiltration, Gd enhancementCorrespond to clinical relapses
Chronic active (slowly expanding)Rim of activated microglia at edge; smoldering inflammationDrive silent progression; paramagnetic rim lesions (PRLs) on MRI
Chronic inactiveDemyelinated, gliotic, no active inflammation“Burned out” lesions
Shadow plaquesPartial remyelination (thin myelin sheaths)Evidence of attempted repair

Physiologic Effects of Demyelination

  • Loss of saltatory conduction → slowed or blocked signal transmission
  • Uhthoff phenomenon: transient worsening (classically visual blurring) with increased temperature — 0.5°C rise can block conduction in demyelinated fibers
  • Lhermitte sign: electric-like tingling down spine/limbs with neck flexion — cervical posterior column demyelination
  • Heat, exercise, fever, hot baths, and smoking can all transiently worsen symptoms
💎 Board Pearl
  • CD8+ T cells outnumber CD4+ T cells in MS lesions — a common board question
  • Slowly expanding lesions (SELs) with paramagnetic rims drive disability in progressive MS — “smoldering MS”
  • Dawson’s fingers = perivenular demyelination perpendicular to ventricles along callosal–septal interface
  • MS is NOT purely demyelinating — significant axonal loss occurs early, even in normal-appearing white matter
Clinical Subtypes

MS Phenotypes

SubtypeFrequencyDefinitionKey Features
CISFirst clinical demyelinating event; does not yet fulfill DIT50–70% convert to MS within 20 years if brain MRI is abnormal; <25% if MRI is normal
RRMS~85%Defined relapses with full or partial recovery; no progression between attacksMost common at onset; ~0.5–1 relapse/year untreated; ~50% convert to SPMS within 15–20 years
SPMSInitial RRMS followed by gradual progression ± superimposed relapsesTransition is insidious; confirmed retrospectively over 6–12 months of worsening
PPMS10–15%Progressive decline from onset without early relapsesEqual M:F; older onset (~40–50); spinal cord predominant; fewer Gd-enhancing lesions; ocrelizumab only approved DMT

Lublin 2013 Phenotypic Modifiers

ModifierDefinition
ActiveClinical relapses AND/OR new/enlarging MRI lesions within past year
Not activeNo relapses AND no new MRI activity
ProgressingSteadily increasing disability independent of relapses, confirmed over 6–12 months
Not progressingStable disability
  • Progressive-relapsing MS is no longer recognized — now classified as PPMS with activity

MS Variants

VariantKey Features
Marburg variantFulminant; rapid progression to stupor/coma/death over weeks–months; confluent large plaques; no remission
Baló concentric sclerosisAlternating bands of demyelination and preserved myelin; concentric ring pattern on MRI
Schilder diseaseLarge bilateral hemispheric demyelination; children/young adults; high myelin basic protein
Tumefactive MSLarge (>2 cm) lesions mimicking tumor; open-ring enhancement (ring opens toward cortex)
💎 Board Pearl
  • CIS + abnormal brain MRI = high conversion risk — treat with DMT early; CIS with normal MRI has <25% conversion risk
  • PPMS has equal M:F ratio — unlike RRMS (3:1 F:M); boards love this distinction
  • Tumefactive MS: open-ring enhancement (ring opens toward cortex) = demyelination; closed ring = abscess or tumor
  • Marburg variant: fulminant MS with rapid progression to death without remission
Classic Clinical Presentations

High-Yield Presentations

PresentationKey FeaturesLocalizationBoard Points
Optic neuritis Painful vision loss (worse with eye movement), central scotoma, dyschromatopsia, RAPD Optic nerve (retrobulbar > anterior) ONTT: IV steroids speed recovery but do NOT change final outcome; oral prednisone alone ↑ recurrence; 20–25% of initial MS presentations
INO Impaired adduction ipsilateral eye + abducting nystagmus contralateral eye MLF Bilateral INO in young patient = MS; unilateral INO in elderly = stroke
One-and-a-half syndrome INO + ipsilateral horizontal gaze palsy — only abduction of contralateral eye remains MLF + ipsilateral PPRF or CN VI nucleus Think MS in young patient
Partial transverse myelitis Asymmetric motor/sensory deficits, bladder involvement, partial cord on MRI Spinal cord (cervical > thoracic) MS: short segment, partial, peripheral; partial myelitis predicts higher MS risk than complete myelitis
Lhermitte sign Electric shock down spine/limbs on neck flexion Cervical posterior columns Not specific to MS (cervical spondylosis, B12 deficiency, post-radiation)
Uhthoff phenomenon Transient worsening with heat/exercise Previously demyelinated pathways NOT a true relapse — temperature-dependent conduction block; no steroids needed
Trigeminal neuralgia Lancinating facial pain; may be bilateral Trigeminal root entry zone TN in patient <40, especially bilateral → suspect MS (~1% of MS patients)

Symptoms of Established Disease

  • Fatigue: most common symptom (~80%); treat with amantadine or modafinil
  • Cognitive impairment: 40–65%; processing speed, memory, executive function; correlates with brain atrophy and cortical lesions
  • Spasticity: baclofen (oral or intrathecal pump), tizanidine, botulinum toxin
  • Bladder dysfunction: detrusor hyperreflexia (urgency/frequency) most common; PVR >100 mL → intermittent catheterization
  • Walking impairment: dalfampridine (4-AP) 10 mg BID — blocks K+ channels; improves walking speed in ~35%; avoid if seizure history
  • Neuropathic pain: dysesthesias, painful tonic spasms, trigeminal neuralgia
  • Paroxysmal symptoms: brief stereotyped episodes (tonic spasms, dysarthria-ataxia) — respond to low-dose carbamazepine
  • Charcot triad: nystagmus + scanning speech + intention tremor (advanced cerebellar disease)
  • Seizures: 2–3% of MS patients
  • Classic adage: MS presents with symptoms of one leg but signs in both
💎 Board Pearl
  • Bilateral INO + young adult = MS; unilateral INO + elderly = brainstem stroke
  • Best predictor of MS after optic neuritis: abnormal brain MRI at presentation
  • Best predictor of MS after transverse myelitis: subclinical brain lesions on MRI at presentation
  • Partial transverse myelitis predicts higher MS risk than complete myelitis
  • Paroxysmal symptoms respond to low-dose carbamazepine — ephaptic transmission in demyelinated fibers
  • Dalfampridine is the only FDA-approved drug specifically for MS walking impairment
McDonald Criteria 2017

Core Principle

  • Diagnosis requires dissemination in space (DIS) + dissemination in time (DIT)
  • Both can be satisfied clinically OR by MRI — no need to wait for second clinical attack
  • Must exclude alternative diagnoses (no better explanation)

Dissemination in Space (DIS)

  • ≥1 T2 lesion in ≥2 of 4 characteristic CNS regions:
CNS RegionNotes
PeriventricularMost common location; Dawson fingers; ≥1 lesion required
Cortical/Juxtacortical2017 update: cortical lesions now count (not just juxtacortical); best on DIR sequences
InfratentorialBrainstem, cerebellum, cerebellar peduncles
Spinal cordShort-segment, peripheral, partial cross-section
  • 2017 update: symptomatic lesion CAN be used to fulfill DIS criteria (changed from 2010)

Dissemination in Time (DIT)

DIT CriterionExplanation
Simultaneous Gd+ and non-enhancing lesionsBoth on a single MRI = lesions of different ages
New T2 or Gd+ lesion on follow-up MRICompared to baseline scan
CSF-specific oligoclonal bandsNew in 2017: OCBs in CSF but not serum can substitute for DIT — allows earlier diagnosis

Clinical Application

PresentationAdditional Data Needed
≥2 attacks + ≥2 objective lesionsNone — DIS and DIT satisfied clinically
≥2 attacks + 1 objective lesionDIS by MRI OR second attack at different site
1 attack + ≥2 objective lesionsDIT by MRI OR CSF OCBs OR second attack
1 attack + 1 objective lesion (CIS)DIS + DIT by MRI (or OCBs) OR second attack
Progressive from onset (PPMS)≥1 year progression PLUS ≥2 of: (1) ≥1 brain lesion in MS-typical region, (2) ≥2 spinal cord lesions, (3) CSF OCBs
💎 Board Pearl
  • CSF OCBs can replace DIT — the biggest change in McDonald 2017; DIS + OCBs = MS diagnosis at first presentation
  • Cortical lesions now count for DIS — another 2017 update; previously only juxtacortical
  • Symptomatic lesion counts for DIS in 2017 (could not in 2010)
  • PPMS requires 1 year of progression + 2 of 3 (brain DIS, ≥2 cord lesions, positive CSF)
MRI Findings

Brain MRI

FindingDescriptionSignificance
Dawson fingersOvoid T2/FLAIR hyperintensities perpendicular to ventricles along perivenular spacesMost characteristic MS lesion; best seen on sagittal FLAIR
Corpus callosum lesionsT2 lesions at callosal-septal interfaceHighly specific; unusual in small vessel disease or NMOSD
Open ring enhancementIncomplete rim of Gd enhancement; open side faces gray matterSpecific for demyelination; closed ring = abscess or tumor
Central vein sign (CVS)Central vein visible within lesion on T2*/SWI≥40% of lesions with central vein = MS; distinguishes from mimics
Paramagnetic rim lesion (PRL)Dark rim on susceptibility imaging around chronic lesionChronic active/slowly expanding; iron-laden microglia; predicts faster disability
Cortical lesionsWithin or abutting cortex; best on DIR sequencesCount for DIS (2017); correlate with cognitive decline
T1 black holesChronic T1 hypointensitiesRepresent axonal loss; correlate with disability better than T2 lesion load

Spinal Cord MRI: MS vs NMOSD vs MOGAD

FeatureMSNMOSDMOGAD
Length<2 vertebral segments≥3 segments (LETM)≥3 segments (LETM)
Cross-sectionPartial, eccentric/peripheralCentral, ≥50% cross-sectionCentral gray matter (H-sign)
LocationCervical > thoracic; dorsal/lateralCervical > thoracic; centralThoracic > cervical; conus predilection
💎 Board Pearl
  • Open ring = demyelination; closed ring = abscess or tumor — open side faces gray matter
  • Dawson fingers on sagittal FLAIR = single most recognizable MS MRI finding
  • T1 black holes correlate with disability better than T2 lesion burden — represent irreversible axonal loss
  • Central vein sign 40% rule: ≥40% lesions with central vein = MS; <40% = consider mimic
  • MS cord lesions: short segment, partial, eccentric; NMOSD: longitudinally extensive, central
  • Persistent Gd enhancement >2 months should raise concern for alternative diagnosis
CSF Analysis & Evoked Potentials

CSF Findings

TestExpected FindingClinical Significance
Oligoclonal bands (OCBs)≥2 bands in CSF not in serumPresent in 85–95%; can substitute for DIT (McDonald 2017); NOT specific (infections, sarcoidosis, SSPE)
IgG indexElevated (>0.7)Reflects intrathecal IgG synthesis; >1.7 highly suggestive
Cell countMild lymphocytic pleocytosis (<50)>50 cells → consider alternative diagnosis
ProteinNormal or mildly elevated>100 mg/dL suggests alternative diagnosis
Myelin basic proteinElevated during relapsesNonspecific; marker of active demyelination
GlucoseNormalLow glucose = infection, sarcoidosis, NOT MS

Evoked Potentials

TestFinding in MSKey Points
Visual evoked potentials (VEP)Prolonged P100 latency (>100 ms)Most sensitive EP for MS (~80% in definite MS); detects subclinical optic neuritis; demyelination → prolonged latency
Somatosensory EP (SSEP)Prolonged central conduction timeDetects subclinical cord/brainstem demyelination; ~69% in definite MS
Brainstem auditory EP (BAEP)Prolonged interpeak latenciesLeast sensitive for MS (~47%); detects pontine demyelination
💎 Board Pearl
  • OCBs must be CSF-specific — bands in BOTH serum and CSF = systemic immune activation, NOT intrathecal synthesis
  • CSF pleocytosis >50 = not MS until proven otherwise — think NMOSD, infection, sarcoidosis
  • OCBs persist for life regardless of treatment — compartmentalized intrathecal immune response
  • Prolonged P100 on VEP = most commonly tested EP finding for MS on boards
  • Demyelination = prolonged latency; axonal loss = reduced amplitude
Acute Relapse Management

Relapse Definition

  • New or worsening symptoms lasting ≥24 hours, in absence of fever or infection, ≥30 days from prior relapse
  • Pseudorelapse: worsening from UTI, fever, heat, stress — treat the trigger, NOT with steroids

Treatment

TreatmentRegimenKey Points
IV methylprednisolone1 g/day × 3–5 daysFirst-line; speeds recovery but does NOT alter long-term disability or prevent future relapses
High-dose oral prednisone1250 mg PO × 3–5 daysBioequivalent to IV (TREAT trial); alternative when IV impractical
Plasma exchange (PLEX)5–7 exchanges over 10–14 daysFor steroid-refractory severe relapses; ~40% respond
ACTH gel80 units IM/SC daily × 5 daysAlternative to steroids; expensive; rarely first-line
💎 Board Pearl
  • IV methylprednisolone speeds recovery but does NOT change final outcome — classic ONTT finding
  • Oral prednisone alone for optic neuritis is contraindicated — ONTT showed increased recurrence rate
  • Always rule out pseudorelapse (UTI, infection, fever) before treating with steroids
  • PLEX is reserved for severe, steroid-refractory relapses
Prognostic Factors

Favorable vs Unfavorable

Favorable PrognosisUnfavorable Prognosis
Young age at onsetOlder age at onset (>40)
Female sexMale sex
Optic neuritis or sensory onsetMotor or cerebellar onset
Complete recovery from first relapseIncomplete recovery from first relapse
Low T2 lesion burden on initial MRIHigh T2 lesion burden; T1 black holes
Long interval between first and second relapseShort inter-relapse interval; frequent early relapses
RRMS phenotypeProgressive course from onset (PPMS)
Minimal disability at 5 yearsEarly brain atrophy; spinal cord/brainstem lesions
💎 Board Pearl
  • Cerebellar ataxia at onset predicts poor prognosis without significant remission
  • Optic neuritis and sensory onset = most favorable presenting features
  • Best early predictor of long-term disability: degree of recovery from first relapse
  • T1 black holes on MRI represent irreversible axonal loss and correlate with disability
Special Situations

MS and Pregnancy

PeriodRelapse RateKey Points
1st–2nd trimesterDecreasedImmunomodulatory state of pregnancy is protective
3rd trimesterLowest (~70% reduction)Shift toward Th2 immune response
Postpartum (first 3 months)Increased (rebound)20–40% relapse rate; consider resuming DMT immediately postpartum
  • Pregnancy does NOT worsen long-term MS prognosis
  • Glatiramer acetate: safest DMT in pregnancy; no washout required
  • Teriflunomide: Category X — requires cholestyramine washout before conception
  • Acute relapse in pregnancy: IV methylprednisolone can be used (avoid 1st trimester if possible)

Pediatric MS

  • Onset before age 18 in ~3–5% of MS patients; almost exclusively RRMS
  • Higher relapse rate than adult MS but better relapse recovery
  • Must distinguish from ADEM: ADEM = monophasic, encephalopathy required, bilateral; MS = relapsing, no encephalopathy
  • MOG antibodies more common in pediatric patients — test MOG-IgG in all pediatric demyelinating events
  • Fingolimod: FDA-approved for pediatric MS (age ≥10; PARADIGMS trial)

Radiologically Isolated Syndrome (RIS)

  • Incidental MRI findings meeting DIS criteria without clinical symptoms
  • ~34% develop a clinical event within 5 years; ~50% within 10 years
  • Highest conversion risk: spinal cord lesions, age <37, male, positive OCBs, Gd-enhancing lesions
  • ARISE trial: dimethyl fumarate reduced time to first clinical event in RIS — first RCT for DMT in RIS
💎 Board Pearl
  • Relapse rate ↓ in 3rd trimester, ↑ postpartum — among most commonly tested MS facts
  • Pediatric MS vs ADEM: ADEM = monophasic + encephalopathy; MS = relapsing, no encephalopathy
  • RIS with spinal cord lesions = highest conversion risk — may benefit from early DMT
  • Fingolimod is FDA-approved for pediatric MS (age ≥10; PARADIGMS trial)
Differential Diagnosis

Key MS Mimics

CategoryConditionsDistinguishing Features
DemyelinatingNMOSD, MOGAD, ADEMNMOSD: AQP4+, LETM, area postrema; MOGAD: MOG+, bilateral ON; ADEM: monophasic, encephalopathy
AutoimmuneSLE, Sjögren, Behçet, sarcoidosisSystemic features; specific serologies; leptomeningeal enhancement in sarcoidosis
VascularCNS vasculitis, CADASIL, microvascular diseaseCADASIL: anterior temporal + external capsule WML; microvascular: older age, no enhancement
InfectiousHIV, HTLV-1, Lyme, syphilis, PMLPML: JC virus, no enhancement, subcortical U-fibers
MetabolicB12 deficiency, copper deficiencyPosterior column + corticospinal without brain lesions
GeneticAdrenoleukodystrophy, leukodystrophiesVLCFA for ALD; symmetric confluent WM changes

Red Flags Suggesting Alternative Diagnosis

  • CSF protein >100 mg/dL or pleocytosis >50 cells
  • Persistent Gd enhancement >2 months
  • Longitudinally extensive cord lesions (≥3 segments)
  • Bilateral simultaneous optic neuritis
  • Absence of oligoclonal bands
  • Prominent encephalopathy or seizures at onset
  • Systemic inflammatory symptoms (rash, oral ulcers, uveitis)
Clinical Pearl
  • Always check VLCFA in young men with progressive myelopathy and white matter changes — rule out adrenomyeloneuropathy/ALD
  • CADASIL: anterior temporal + external capsule WML in young patient with migraine and strokes — NOTCH3 mutation
  • Minimum workup to exclude mimics: CBC, CMP, ESR, ANA, B12, RPR, TSH; MRI brain + spine with contrast

References

  • Thompson AJ, Banwell BL, Barkhof F, et al. Diagnosis of multiple sclerosis: 2017 revisions of the McDonald criteria. Lancet Neurol. 2018;17(2):162-173.
  • Lublin FD, Reingold SC, Cohen JA, et al. Defining the clinical course of multiple sclerosis: the 2013 revisions. Neurology. 2014;83(3):278-286.
  • Bjornevik K, Cortese M, Healy BC, et al. Longitudinal analysis reveals high prevalence of Epstein-Barr virus associated with multiple sclerosis. Science. 2022;375(6578):296-301.
  • Filippi M, Bar-Or A, Piehl F, et al. Multiple sclerosis. Nat Rev Dis Primers. 2018;4(1):43.
  • Optic Neuritis Study Group. Visual function 15 years after optic neuritis. Ophthalmology. 2008;115(6):1079-1082.
  • Ropper AH, Samuels MA, Klein JP, Prasad S. Adams and Victor’s Principles of Neurology. 12th ed. McGraw-Hill; 2023.