Series 3: From Infection to Disease: A Global Scoping Review of Medical and Behavioural Determinants of Progression from TB Infection to TB Disease
Abstract
1. Introduction
2. Materials and Methods
2.1. Search Strategy and PEOS Questions
- Population: Individuals of all ages and groups at risk for active TB (TB disease), including both symptomatic or asymptomatic TB.
- Exposure: Any medical/behavioural risk factors for progressing from TB infection to active TB (TB disease).
- Outcome: Active TB or TB disease; asymptomatic or subclinical TB.
- Study Design: Systematic reviews published within the specified timeframe (2000–11 January 2025).
2.2. Inclusion and Exclusion Criteria
2.3. Data Extraction, Synthesis, and Reporting
2.4. Use of Non-Stigmatising Language
3. Results
3.1. PRISMA Flow Diagram and Systematic Review Characteristics
3.2. Medical Risk Factors
3.2.1. Diabetes Mellitus
3.2.2. Malnutrition, Vitamin D Deficiency and Anaemia
3.2.3. Cancer
3.2.4. Chronic Kidney Disease (CKD)
3.2.5. Tumor Necrosis Factor-Alpha (TNF-α) Inhibitors
3.2.6. Chronic Obstructive Pulmonary Disease (COPD)
3.3. Behavioural Risk Factors
4. Discussion
4.1. Summary of Results
4.2. Public Health Impact
4.2.1. Diabetes and Contextual Heterogeneity
4.2.2. Cancer and Immunosuppression
4.2.3. Chronic Kidney Disease
4.2.4. Therapeutic Immunosuppression and COPD
4.2.5. Malnutrition and Micronutrient Deficiencies
4.2.6. Smoking and Multimorbidity
4.3. Research Gaps
4.4. Strengths and Limitations
5. Conclusions
Supplementary Materials
Author Contributions
Funding
Institutional Review Board Statement
Informed Consent Statement
Data Availability Statement
Conflicts of Interest
References
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| Author of Systematic Review | Date Range of Eligible Studies | Number of Studies | Objective | Methodology Assessment | Conclusion |
|---|---|---|---|---|---|
| Al Rifai et al. (2017) [20] | 1995–2014 | 44 eligible studies were included, which consisted of 58,468,404 subjects from 16 countries. | Provide a summary estimate of the association between DM and active TB | 36/44 had low risk of bias using the Cochrane adapted tool | Meta-analysis revealed that DM patients had a 3.59-fold increased risk of active TB in prospective studies, 1.55-fold in retrospective studies, and 2.09-fold in case–control studies. The association was stronger in low/middle-income countries (3.16-fold) compared to high-income countries (1.73-fold) and varied by geographical region and TB incidence. |
| Hayashi et al. [21] | 1992–2017 | 14 studies (8 cohort and 6 case–control) involving 22,616,623 participants | Assess the risk of active TB in people with DM and the factors associated with this risk. | Newcastle-Ottawa scale: 1–9 (score of studies: 6–9) | DM increases TB risk by 1.5 times (95% CI 1.28–1.76), with moderate heterogeneity (I2 = 44%), particularly among those with poor glycaemic control. Strengthening glycaemic management may help mitigate TB risk, underscoring the need for an integrated approach to address the dual burden of DM and TB. |
| Foe-Essomba et al. (2021) [22] | 2006–2019 | 47 observational studies (503,760 cases and 3,596,845 controls). No studies from Latin America | Determine whether DM is associated with an increased risk of developing TB with sensitivity analyses incorporating a wider range of confounders | Using the Joanna Briggs Institute scale, overall, the includes had a low risk of bias 32/49. | The pooled odds ratio (OR = 2.3, 95% CI = [2.0–2.7], I2 = 94.2%) confirmed a significant association between DM and TB risk, consistent across study designs (cohort: OR = 2.0, case–control: OR = 2.4, cross-sectional: OR = 2.5). Sensitivity analysis further validated these findings. The substantial heterogeneity observed was primarily due to geographic variations |
| Jeon et al. (2008) [23] | 1995–2007 | 13 observational studies with 1,786,212 participants and 17,698 TB cases | Explore the association of DM and TB to summarize the existing evidence and to assess methodological quality of the studies. | None carried out | The random effects meta-analysis of cohort studies showed a relative risk of 3.11 (95% CI 2.27–4.26), while case–control studies exhibited greater variability (odds ratios ranged from 1.16 to 7.83). Subgroup analysis indicated higher effect estimates in studies outside of North America. non-North American studies. |
| Franco et al. (2024) [24] | 1971–2021 | 51 cohort with 27 million participants. geographical representation of the places with the highest burden of TB is only partially represented in the current body of evidence. There were no large studies in the Americas | Determine the prognostic value of undernutrition in the general population of adults, adolescents, and children for predicting TB over any time period. HIC and LMICs (including SSA) | Cochrane methodology and the Quality In Prognosis Studies tool to assess the risk of bias of the studies. Certainty of evidence: very low-moderate | The median follow-up time was 3.5 years, with most studies reporting adjusted hazard ratios (HR). Undernutrition may increase TB risk (HR 2.23, 95% CI 1.83 to 2.72) with moderate certainty, but the evidence is low for longer follow-up (>10 years). The odds ratio and risk ratio estimates suggest undernutrition may increase TB risk, but the evidence is uncertain or low quality. Policies addressing undernutrition are critical for controlling TB globally. Subgroup analysis of studies on HIV participants versus the general population showed no significant differences in estimates. Further high-quality studies, especially including children and adolescents, are needed |
| Aibana et al. (2019) [25] | 2013–2016 | 7 studies in the one-stage individual-participant data meta-analysis (3544 participants). Europe, Sub Saharan Africa, Southeast Asia, Latin America | Assess the impact of baseline vitamins D levels on TB disease risk. | Newcastle-Ottawa quality assessment for non-randomised studies (1–9 scale). Score was 7–9) good. | Vitamin D deficiency increased TB risk (aOR 1.48, 95% CI 1.04–2.10, p = 0.03), with severe deficiency showing a stronger trend (aOR 2.05, 95% CI 0.87–4.87, p = 0.02). Among 1576 HIV+ individuals, deficiency doubled TB risk (aOR 2.18, 95% CI 1.22–3.90, p = 0.01), with severe deficiency associated with an even higher, though non-significant, risk (aOR 4.28, 95% CI 0.85–21.45, p = 0.08). These findings suggest a dose-dependent relationship between vitamin D levels and TB risk, particularly in HIV-positive individuals |
| Gelaw et al. (2021) [26] | From inception to 2019 | 17 studies including 215,294 participants (most studies were conducted in SSA) | Determine whether anaemia is a risk factor for TB | Joanna Brigg Institute criteria (−8 score) Not reported | Anaemia was associated with a significantly increased risk of tuberculosis, with an overall odds ratio of 3.56 (95% CI: 2.53–5.01) and a HR of 2.01 (95% CI: 1.70–2.37). The risk of TB increased with anaemia severity: HR 1.37 (95% CI: 0.92–2.05) for mild, 2.08 (95% CI: 1.14–3.79) for moderate, and 2.66 (95% CI: 1.71–4.13) for severe anaemia. |
| Cheng et al. (2016) [27] | 23 studies (324,041 cancer patients) | Meta-analysis of 6 studies conducted in the US | Determine the incidence and RR of active TB in cancer patients compared to the general population | Newcastle-Ottawa Quality Assessment scale for Cohort studies (risk was low) | A total of 23 studies (324,041 cancer patients; 593 TB cases) were analyzed. In the U.S., TB CIR decreased 3-fold (hematologic cancers) and 6.5-fold (solid cancers) post-1980. Post-1980, the highest CIRs were in hematologic (219/100,000; IRR = 26), head and neck (143; IRR = 16), and lung cancers (83; IRR = 9), while breast and other solid cancers had the lowest (38; IRR = 4). Targeted LTBI screening and therapy may benefit patients with these high-risk cancers. US-born people with solid tumors should not be screened for latent TB due to liver damage risks from treatment, but foreign-born people might benefit from screening because newer, safer treatments are now available. |
| Dobler et al. (2017) [28] | 1988–2016 | 13 studies including 921,464 patients with cancer (HIC and 1 in South Africa) | Estimate the relative incidence of TB | Newcastle-Ottawa Quality Assessment scale for Cohort studies (risk was moderate to low) | Only studies providing an incidence rate of TB, as well as a TB incidence rate in a control/general population were included. The IRR for TB was 2.61 (95% CI 2.12–3.22; I2 = 91%) overall, 3.53 (95% CI 1.63–7.64; I2 = 96%) for haematological cancers, and 2.25 (95% CI 1.96–2.58; I2 = 91%) for solid cancers in adults. Children with haematological or solid malignancies had the highest IRR (16.82, 95% CI 8.81–32.12; I2 = 79%). Systematic LTBI screening may be warranted for children, especially they originate from setting with a high TB incidence, but not adults due to differences in TB risk and life expectancy. |
| Luczynski et al. (2023) [29] | 2020–2022 | 5 prospective and retrospective studies (HICs) | Estimate the pooled relative risk of TB disease in people with CKD stages 3–5 without kidney failure compared with people without CKD | Newcastle-Ottawa quality assessment scale: quality was moderate to high | Data indicate that individuals with CKD stages 3–5 have a 57% higher TB risk compared to those without CKD (aHR: 1.57; 95% CI: 1.22−2.03; I2 = 88%). TB risk is highest in CKD stages 4–5 (IRR: 3.63; 95% CI: 2.25−5.86; I2 = 89%). Further research is needed to define screening thresholds and benefits before kidney replacement therapy. |
| Al-Efraij et al. (2015) [30] | 2005–2013 | 12 studies (71,374 end-stage renal disease patients and 560 TB cases) (North America, Australia, Latin America, Europe, Middle East, Asia) | Conduct a systematic review to evaluate active TB risk in CKD populations. | Newcastle-Ottawa quality assessment scale. Only 3 studies reached the quality cut-off 7 and higher considered high quality. | Meta-analysis showed a 3.62-fold higher TB rate in dialysis populations (adjusted rate ratio: 3.62; 95% CI: 1.79–7.33) and an 11.35-fold higher TB risk in transplant populations (unadjusted risk ratio: 11.35; 95% CI: 2.97–43.41) compared to the general population. The increased TB risk in end-stage renal disease persisted across study designs and renal replacement therapy modalities |
| Wu et al. (2022) [31] | 1982–2021 | 35 studies (46,327 SLE patients). More than 3/4 of the studies included were conducted in endemic countries. One study from SSA. | determine the incidence and prevalence of tuberculosis (TB) in SLE patients. | Not available | TB incidence was higher in Africa and high TB-burden countries, (p = 0.01) in patients on ≥20 mg glucocorticoids (p = 0.04). A high cumulative and/or mean daily dose of GCs has been implicated as a predisposing factor for the development of TB in SLE patients. These findings underscore the need for targeted TB prevention strategies in SLE populations. |
| Pego-Reigosa et al. (2021) [32] | 2012–2017 | 3 studies (England, Brazil, Singapore) | evaluate the effect of general and SLE-related factors on infection risk | Newcastle-Ottawa quality assessment scale: low risk of bias | SLE was associated with a significantly higher risk of TB compared to the general population/healthy controls (pooled RR 6.11, 95% CI 3.61–10.33). Efforts to strengthen strategies aimed at preventing infections in SLE are needed. |
| Dantas et al. (2021) [33] | 2010–2020 | 14 studies | Investigate the link between MS treatments and LTBI reactivation | No assessment of risk of bias, just an exploration of limitations. | Immunosuppressive therapies, particularly DMTs and biologics, increase LTBI reactivation risk in MS patients. Pre-treatment TB screening is recommended, especially in high-burden areas, though further research is needed to address knowledge gaps and refine screening protocols. |
| Souto et al. (2014) [34] | Until 2013 | 100 RCT (75,000 patients) and 63 (Long term extension). Geographical location not specified | Assess the risk of active TB in patients with immune-mediated inflammatory diseases with biologics and tofacitinib in RCTs and LTE studies | Jadad scale and the level of evidence using the Oxford Centre for Evidence-Based Medicine Levels of Evidence. Unclear what the assessment was, although the authors stated that no asymmetries were found in the funnel plots | TNF inhibitors are associated with increased TB risk (OR 1.92, 95% CI 0.91–4.03, p = 0.085) compared to other biologics (e.g., rituximab, tocilizumab). In LTE studies, TB incidence rates were >40/100,000 for most biologics except rituximab, with higher rates in RA patients using anti-TNF monoclonal antibodies. TB risk was elevated in high-background TB areas. RCTs may underestimate LTBI reactivation risk. |
| Ai et al. (2015) [35] | 1999–2014 | 50 RCT and 13 non-RCT (HICs) RCT unclear. | Evaluate the risk of TB infection from 5 TNF alpha antagonist drugs for patients with RA | Cochrane ROB for RCT: 6/50 had high risk of bias; 3/50 unclear risk of bias NoS: score (out of 9) 5–7 | TNF-α antagonists significantly increase TB risk in RA patients (RR 4.03, 95% CI 2.36–6.88), with ETN having the lowest risk compared to IFX and ADA. LTBI prophylaxis reduces TB risk by 65% (RR 0.35, 95% CI 0.15–0.82). RCTs showed no significant difference due to short follow-up periods. |
| Zhang et al. (2017) [36] | 1999–2014 | 29 RCT (11,879 patients) HIC countries | Assess the risk of TB in patients undergoing TNF-α antagonists treatment. | Evidence quality was rated as “low” (GRADE) | A meta-analysis of 29 RCTs (11,879 patients) found that TNF-α antagonists significantly increased TB risk (OR 1.94, 95% CI 1.10–3.44, p = 0.02), with RA patients at higher risk (OR 2.29, 95% CI 1.09–4.78, p = 0.03). TB incidence was 0.57% in TNF-α antagonist groups versus 0.08% in controls. Further research is required to elucidate the biological mechanisms behind this risk. |
| Dong et al. (2014) [37] | 2011–2013 | 5 studies using chart review, claim database (22,898 patients) HIC | Assess the use of inhaled corticosteroids in patients with CODP and the risk of TB and influenza | All studies had a low risk of bias | Inhaled corticosteroids (ICS) treatment was associated with a significantly higher risk of TB (Peto OR, 2.29; 95% CI, 1.04–5.03). The number needed to harm for an additional TB event was lower in COPD patients treated with ICSs in endemic areas (909) compared to nonendemic areas (1667). The findings raise safety concerns regarding the TB risk associated with ICS use in COPD patients, particularly in endemic areas. |
| Castellana et al. (2019) [38] | 2010–2017 HIC | 9 studies; 36,351 patients were prescribed ICS, and 147,171 were not. | Evaluate the effects of inhaled corticosteroids (ICS) on the risk of TB in patients with obstructive lung diseases. | National Heart, Lung, and Blood Institute Quality Assessment Tools 8 to 10/12 and 11/14 | ICS use was associated with an increased TB risk (OR = 1.46; 95% CI, 1.06–2.01), but only 0.49% of TB cases were attributed to ICS. The risk was more pronounced in patients not on oral corticosteroids (OR = 1.63; 95% CI, 1.05–2.52). While ICS increases TB risk, its overall contribution is limited, and no population-based interventions are needed. Risk should be assessed individually, particularly in high-risk patients. |
| Bates et al. (2007) [39] | 1953–2005 | 24 studies (Europe, North America, South east Asia, sub Saharan Africa) | Quantify the relationship between active tobacco smoking and TB pulmonary disease | No risk of bias assessment was performed | Smoking is a significant risk factor for both TB infection (RR 1.73, 95% CI: 1.46–2.04) and TB disease (RR ranging from 2.33 to 2.66), suggesting a 1.4 to 1.6-fold increased risk of disease development in individuals with TB infection. |
| Slama et al. (2007) [40] | 1954–2005 | 42 studies (North America, Sub Saharan Africa, Europe, Southeast Asia) | Assess the strength of evidence in for an association between smoking and passive exposure to tobacco smoke and various manifestations and outcomes of TB | Strength of evidence for TB disease was assessed as strong, according to author’s criteria. | The evidence strongly supports a causal association between smoking and TB disease, with moderate evidence for a link between second-hand smoke exposure and TB disease, as well as smoking and retreatment TB disease |
| Dogar et al. (2015) [41] | 1996–2014 | 12 studies (Europe, North America, South east Asia, sub Saharan Africa) | Evaluate the association between second-hand smoke (SHS) and the risk of acquiring and worsening of TB in non-smokers. | Newcastle-Ottawa scoring system: poor to good | Exposure to SHS was found to be statistically significantly associated (RR 1.59, 95% CI 1.11–2.27) with the risk of TB disease. There was significant heterogeneity (I2 = 77%, p = 0.0006) between studies’ results, which was sourced to the internal characteristics of the studies rather than combining different study designs. |
| Patra et al. (2015) [42] | 1996–2014 | 18 studies (30,757 children and 44,432 adult non-smokers) Europe, South-east Asia, SSA, Americas | Investigate the role of second-hand smoke (SHS) exposure as a risk factor for TB among children and adults. | Newcastle-Ottawa scoring system: poor to good | SHS exposure was linked to a higher risk of LTBI and active TB, with children showing a significantly greater risk of active TB (RR 3.41) than adults (RR 1.32). The risk was higher in younger children, those exposed to any parent, and those in crowded households. While associations remained significant after adjusting for age, biomass fuel use, and TB contact, the link with LTBI weakened after adjusting for socioeconomic status and study quality. The high heterogeneity in studies limits the ability to confirm the association. |
| Lönnroth et al. (2008) [43] | 1961–2007 | 21 observational studies (HIC and LMIC) | Review the available evidence on the association between alcohol use and the risk of TB. | NA | Heavy alcohol consumption (≥40 g/day) or alcohol use disorder significantly increases the risk of active TB (RR 3.50, 95% CI: 2.01–5.93), with the risk slightly reduced (RR 2.94, 95% CI: 1.89–4.59) after excluding small studies. Subgroup analyses controlling for confounders did not significantly affect results or explain the heterogeneity across studies. This suggests that both alcohol-related social behaviours and its impact on the immune system contribute to the elevated TB risk in heavy drinkers. |
| Simou et al. (2018) [44] | 2005–2018 | 49 studies (Asia, sub-Saharan Africa, America, and Europe) | Assess the association between alcohol consumption and risk of TB | Newcastle-Ottawa Scale scoring system, 24 studies were of high quality and 20 studies were of low-quality score. | Alcohol consumption increased TB risk by 1.90 (95% CI: 1.63–2.23) compared to no or low intake. Sensitivity analysis found a slightly lower risk (OR: 1.60, 95% CI: 1.39–1.84) with no alcohol as the reference. A pooled analysis of four studies reporting hazard ratios indicated a nearly three-fold increase in TB risk (HR: 2.81, 95% CI: 2.12–3.74). An exposure-response analysis showed a 12% increase in TB risk per 10–20 g of daily alcohol. |
| Risk Factor | Number of Reviews | Range of Association a | Consistency Across Systematic Reviews b | Potential Programmatic Implications |
|---|---|---|---|---|
| Diabetes mellitus | 4 | RR/OR: 1.5–3.59 | Yes | Consider prioritised TBI screening, especially in poorly controlled DM |
| Malnutrition, iron and vitamin deficiency | 1 | HR: 2.23 | NA | Integrate nutritional support with TB prevention |
| Vitamin D deficiency | 1 | aOR: 1.48–4.28 | NA | Integrate Vitamin D support with TB prevention |
| Anaemia | 1 | HR: 137–3.56 (higher for severe anaemia) | NA | Consider anaemia control for people with TB |
| Cancers c | 2 | IRR: 2.25–26 | Yes | Targeted TBI screening in high-incidence settings |
| Chronic kidney disease (CKD) | 2 | HR: 1.57–11.35 | Yes | Consider risk-based screening in advanced CKD |
| TNF-α inhibitors d | 6 | RR/OR = 1.16–307.71 | No | Pre-treatment TBI screening essential |
| Chronic obstructive pulmonary disease (COPD) | 2 | OR = 1.46–2.29 | Yes | Individualised risk assessment |
| Smoking | 4 | RR: 1.46–3.41 | Yes | Smoking cessation as TB prevention strategy |
| Alcohol use disorders | 2 | HR/RR: 1.90–3.50 | Yes | Integrate alcohol reduction into TB control |
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Menon, S.; Harries, A.D.; Dlodlo, R.A.; Badoum, G.; Dogo, M.F.; Mbitikon, O.B.; Sinha, P.; Lin, Y.; Jaju, J.; Soe, A.N.; et al. Series 3: From Infection to Disease: A Global Scoping Review of Medical and Behavioural Determinants of Progression from TB Infection to TB Disease. Trop. Med. Infect. Dis. 2026, 11, 94. https://doi.org/10.3390/tropicalmed11040094
Menon S, Harries AD, Dlodlo RA, Badoum G, Dogo MF, Mbitikon OB, Sinha P, Lin Y, Jaju J, Soe AN, et al. Series 3: From Infection to Disease: A Global Scoping Review of Medical and Behavioural Determinants of Progression from TB Infection to TB Disease. Tropical Medicine and Infectious Disease. 2026; 11(4):94. https://doi.org/10.3390/tropicalmed11040094
Chicago/Turabian StyleMenon, Sonia, Anthony D. Harries, Riitta A. Dlodlo, Gisèle Badoum, Mohammed F. Dogo, Olivia B. Mbitikon, Pranay Sinha, Yan Lin, Jyoti Jaju, Aung Naing Soe, and et al. 2026. "Series 3: From Infection to Disease: A Global Scoping Review of Medical and Behavioural Determinants of Progression from TB Infection to TB Disease" Tropical Medicine and Infectious Disease 11, no. 4: 94. https://doi.org/10.3390/tropicalmed11040094
APA StyleMenon, S., Harries, A. D., Dlodlo, R. A., Badoum, G., Dogo, M. F., Mbitikon, O. B., Sinha, P., Lin, Y., Jaju, J., Soe, A. N., Singh, A., Kalottee, B., & Koura, K. G. (2026). Series 3: From Infection to Disease: A Global Scoping Review of Medical and Behavioural Determinants of Progression from TB Infection to TB Disease. Tropical Medicine and Infectious Disease, 11(4), 94. https://doi.org/10.3390/tropicalmed11040094

