Abstract
Background:
We investigated whether taking methotrexate (MTX) is associated with a lower risk of new-onset cancers in patients with rheumatoid arthritis (RA).
Methods:
We conducted a 12-year retrospective cohort study from a population-based National Health Insurance Research Database in Taiwan. A total of 21,699 patients with newly diagnosed RA were enrolled during 2000–2009. The overall cancer rate was compared between 10,352 new users of MTX and 11,347 non-users. We used the WHO Defined Daily Dose (DDD) as a tool to assess drug exposure. Cox proportional hazard regression models were used to estimate the hazard ratio (HR) of disease after controlling for demographics and other comorbidities.
Results:
After adjusting for age, sex, cancer-related comorbidities, and RA-combined medication, the HR of cancer risk was 0.87 (95% CI = 0.74–1.02) for the MTX user group compared with the MTX non-user group. The cumulative incidence of cancer in the MTX non-user group was significantly higher than that of the MTX user group (log-rank test p < 0.001). In the low accumulative dose group [cumulative dose <1125 mg, cumulative defined daily dose (cDDD) <450], the HR of cancer risk for MTX users was 1.20 (95% CI = 1.01–1.42) compared with the MTX-non-user group. However, the adjusted HR of cancer risk was reduced to 0.66 (95% CI = 0.49–0.87) in MTX middle-dose users (cumulative dose 1125–2250 mg, cDDD: 450–899) and 0.33 (95% CI = 0.23–0.48) for the MTX high-dose group (cumulative dose ⩾2250 mg, cDDD ⩾900), respectively (p for trend < 0.0001).
Conclusion:
MTX at middle and high accumulative doses might be associated with lower risk of new-onset cancers in patients with RA.
Introduction
Rheumatoid arthritis (RA) is a chronic life-long inflammatory disease characterized by destructive polyarthritis. Comorbidities of RA are common, including Sjogren’s syndrome, cardiovascular diseases, osteoporosis, lymphoproliferative diseases, and cancers. 1 Several epidemiologic studies2–5 and two meta-analyses6,7 have reported a higher risk of cancer in patients with RA relative to the general population, although three recently published studies focusing on Asian populations showed that the overall malignancy risk was not higher in the RA population.8–10
Among all malignancies in RA patients, lymphoproliferative cancers and lung cancers have consistently been found to be more common;6,7 however, the incidence of breast and colon cancers is lower.4,6,7,11 Indeed, cancer risk may be related to disease severity or treatment regimens. Baecklund et al. first proposed that the increased risk of lymphoma in patients with RA can be mainly attributed to underlying chronic inflammation rather than the treatment for RA. 12 However, it is still uncertain whether RA treatment with disease-modifying antirheumatic drugs (DMARDs) may affect the cancer risk in RA. Methotrexate (MTX), the “anchor drug” in the treatment of RA, 13 might have a dual effect on cancer; it probably has an anticancer effect due to its anti-metabolite property, but may also promote cancer due to its immunosuppressive effects. An eight-case series reported that MTX was not responsible for generating cancers. 14 However, discontinuation of MTX has been followed by the disappearance of lymphoma in some patients. 15 The relationship between MTX and cancer risk has been explored in patients with RA, but the results have been inconsistent.16–19 Buchbinder et al. reported RA patients who had been exposed to MTX had a 50 percent greater risk of developing cancers of any type. However, their study design was questioned due to its small sample size (only 309 women and 150 men) and few confounding adjustments, and whether MTX or the disease itself was the culprit. 19
Despite this debate, the literature presents little evidence currently regarding MTX’s long-term effect on cancers in large cohorts of RA patients. Therefore, we conducted a large nationwide population-based cohort study in order to investigate MTX’s effect on cancer development in patients with RA.
Methods
Study design
This study is a 12 year, retrospective cohort study based on a nationwide, population-based database in Taiwan. The study was approved by the Ethics Review Board of China Medical University (CMUH104-REC2-115).
Data source
The study was constructed using data from the National Health Insurance Research Database (NHIRD), including claims data from Taiwan’s National Health Insurance (NHI), which is a nationwide, single-payer health insurance program and compulsorily covered over 99% of Taiwan’s 23 million citizens in 2005. The NHIRD contains all claims data, including the registry for beneficiaries, inpatient and outpatient records, and the registry for drug prescriptions and other medical services; in addition, the database is renewed every year. The NHI records diseases based on the International Classification of Diseases, Ninth Revision, Clinical Modification (ICD-9-CM). Before releasing the database for research, the Taiwanese government replaced the original identification numbers with anonymized numbers to safeguard patients’ privacy.
Study population
We undertook a retrospective, population-based cohort study to investigate the association between MTX use and the development of cancer risks in RA patients. We selected patients with new-onset RA (ICD-9-CM 714 with a catastrophic illness card) between 2000 and 2009. The RA history was collected from the registry for catastrophic illness, and the disease history information for insured people was collected from inpatient and outpatient files. In Taiwan, insured patients with major diseases can apply for a catastrophic illness certificate that grants exemption from co-payment. The issuance of catastrophic illness certificates for RA is reviewed by an expert rheumatologist, based on the latest ACR-EULAR criteria. This dataset had very good validity and positive predictive value. 2
The criteria for the MTX user group were RA patients who were new users of MTX treatment, and the follow-up period started at 180 days after the initial MTX use day. The MTX non-user group included RA patients not undergoing MTX treatment. We selected a random day after RA diagnosis and began counting the follow-up period 180 days after this random day. We excluded RA patients with a history of cancer before the follow-up began. The main outcome of this study was the presence or absence of cancer development (ICD-9-CM 140-208 with a catastrophic illness card). Follow-up stopped when the individual was withdrawn from the health insurance system, at the occurrence of cancer, or on 31 December 2011.
The effect of the MTX cumulative dose was calculated to evaluate the cancer risk. The cumulative defined daily dose (cDDD), the gold standard for international drug utilization research, was defined by The Anatomical Therapeutic Chemical (ATC) classification and was used in many studies.20–22 To standardize the MTX dosage, we used The ATC system to transfer the drug dose as the defined daily dose (DDD). The ATC code for MTX is L04AX03. The MTX exposure group included patients who were using MTX for the first time. In contrast, the non-users of MTX group included patients who never used MTX during the study period. We used the World Health Organization (WHO) DDD as a tool to assess the drug exposure. There were three groups according to the cumulative dose of MTX. That is, the MTX low accumulative dose group (cumulative dose <1125 mg, cDDD <450), MTX middle-dose users (cumulative dose 1125–2250 mg, cDDD: 450–899) and the MTX high-dose group (cumulative dose ⩾2250 mg, cDDD ⩾900). The rationale of the cut-off by 1125 and 2250 mg was based on previous literature. 23
Comparison population
In order to eliminate the potential for confounding by indication, we attempted to minimize it with the use of propensity score 1:1 matching. The propensity score was calculated using logistic regression to estimate the probability of MTX usage, based on the baseline variables including age, gender, comorbidities, glucocorticoids, and biologics.
Outcome and relevant variables
The main outcome was diagnosis of new-onset cancer of any type during the follow-up period. The confounding factors of the study were age, sex, cancer-related comorbidities, and RA-combined medication. The history of cancer-related comorbidities was defined as the individual being diagnosed with the comorbidity before the follow-up date. Cancer-related comorbidities included hypertension (ICD-9-CM 401–405), diabetes mellitus (DM, ICD-9-CM 250), hyperlipidemia (ICD-9-CM 272), alcohol-related disorder (ALD, ICD-9-CM 291, 303, 305, 571.0, 571.1, 571.2, 571.3, 790.3, and V11.3), coronary artery disease (CAD, ICD-9-CM 410–414), Helicobacter pylori (HP, ICD-9-CM 041.86), hepatitis B virus (HBV, ICD-9-CM V02.61, 070.20-070.33), hepatitis C virus (HCV, ICD-9-CM V02.62, 070.41, 070.44, 070.51, 070.54, 070.70, 070.71), chronic kidney disease (CKD, ICD-9-CM 585), and chronic obstructive pulmonary disease (COPD, ICD-9-CM 491, 492, and 496). The RA-combined medication included TNF-α inhibitors (adalimumab and etanercept), rituximab, other conventional DMARDS (cDMARDs), including cyclosporine, hydroxychloroquine, leflunomide, and sulfasalazine, and corticosteroids. Other RA medication drugs, including humanized IL-6 receptor antibody (tocilizumab), selective T-cell co-stimulatory modulator (abatacept), and golimumab, were not covered by the NHI before 2012. Combined medication users were defined as individuals undergoing drug treatment during the follow-up period.
Statistical analysis
To describe the distribution of the study population, we presented the means and standard deviations for age and number, as well as percentages for sex, cancer-related comorbidities, and RA-combined medication. To compare the distribution difference between the MTX user and non-user groups, we used a t-test for age and chi-square test for sex, comorbidity, and medication. The incidence density for developing cancer was calculated for the MTX user and non-user groups. We also measured the cumulative incidence curves of the MTX user and non-user groups using the Kaplan–Meier method, and tested the curve differences with the log-rank test. To present the risk of cancer in RA patients with and without MTX use, the hazard ratios (HRs) and 95% confidence intervals (CIs) were estimated using single-variable and multivariable Cox proportional hazard models. The data management and statistical analyses were implemented in SAS 9.4 software (SAS Institute, Cary, NC, USA), and the incidence curve was plotted by R software (R Foundation for Statistical Computing, Vienna, Austria). The significance level was set at p < 0.05 for two-sided testing of the p-value.
Results
This study enrolled 21,699 patients who had been newly diagnosed with RA in 2000–2009. Among them, 10,352 patients were classified into the MTX user group and 11,347 into the MTX non-user group (Table 1). The MTX users were generally younger than the non-users (mean age: 52.0 versus 56.7 years, p < 0.0001), and the proportion of males among the MTX users was lower than among the non-users (21.6% versus 23.2%, p = 0.0043). The cancer-related comorbidities in the non-user group were significantly greater than in the MTX user group (p < 0.0001).
Comparison of incidence densities of cancers hazard ratio between non-MTX and MTX by demographic characteristics and comorbidity.
Model adjusted for age, sex, ALD, COPD, DM and hyperlipidemia, hypertension, CAD, Helicobacter pylori, HBV, HCV, CKD, TNF-α, Rituximab, other cDMARDs, and corticosteroid.
p<0.05; **p<0.01; ***p<0.001
ALD, alcohol-related disorder; CAD, coronary artery disease; COPD, chronic obstructive pulmonary disease; DM, diabetes mellitus; PYs, person-years; Rate, incidence rate, per 10,000 person-years.
Table 2 shows the incidence of cancer and HR for MTX users and non-users. In the non-user group, the cancer incidence was 104 per 10,000 person-years, compared with only 65.6 per 10,000 person-years in the MTX user group. After adjusting for age, sex, cancer-related comorbidities, and RA-combined medication, the adjusted HR (aHR) of cancer risk was 0.88 (95% CI = 0.75–1.04) for the MTX user group compared with the non-user group. For other cDMARDs, hydroxychloroquine and leflunomide users demonstrated lower incidences of cancers than non-users. The HRs of cancer risk were 0.81 (95% CI = 0.68–0.96) and 0.62 (95% CI = 0.48–0.81), respectively. In addition, the TNF-α inhibitors (adalimumab and etanercept) users of RA patients also exhibited lower incidences of cancers than non-users. The HR of cancer risk was 0.47 (95% CI = 0.29–0.77) and 0.66 (95% CI = 0.48–0.91) for the users compared with the non-users. Figure 1A indicates that the cancer cumulative curve for the MTX user group was significantly lower than that of the non-users group (log-rank test, p < 0.001). Figure 1B demonstrates the cumulative incidence of cancer among different cDDD of MTX. After 2 years’ follow-up time, MTX at middle and high accumulative doses showed a significant difference between RA patients with low accumulative dose and without MTX usage.
Incidence of cancers and multivariate Cox proportional hazards regression analysis measured hazard ratio in patients with rheumatoid arthritis.
Model adjusted for age, sex, ALD, COPD, DM and hyperlipidemia, hypertension, CAD, Helicobacter pylori, HBV, HCV, CKD, MTX, adalimumab, etanercept, rituximab, cyclosporin, hydroxychloroquine, leflunomide, sulfasalazine, and corticosteroid.
ALD, alcohol-related disorder; CAD, coronary artery disease; COPD, chronic obstructive pulmonary disease; DM, diabetes mellitus; PYs, person-years; Rate, incidence rate, per 10,000 person-years.

(A) The cumulative incidence of cancer for MTX users and non-users. (B) The cumulative incidence of cancer among different cumulative defined daily dose (cDDD) of methotrexate.
Table 3 displays the risk of cancer for RA patients at different cumulative doses of MTX after propensity score matching. There were 7809 RA patients engaged in MTX use and 7809 RA patients belonging to the non-user group. After adjusting for age, sex, cancer-related comorbidities, and RA-combined medication, no difference existed in the cancer risk between non-users and the MTX user group (the aHR of cancer risk was 0.85 with 95% CI = 0.71–1.02). At different accumulative doses of MTX, the cancer risk in RA was different: with high accumulative doses of 1125–2250 mg the aHR of cancer risk was 0.63 with 95% CI = 0.46–0.86, and at accumulative doses ⩾2250 mg there was a lower risk than among non-users (the aHR of cancer risk was 0.28 with 95% CI = 0.18–0.44) (p for trend < 0.0001).
Incidence of cancer and multivariate Cox proportional hazards regression analysis measured hazard ratio for study cohort by different cumulative dose and propensity scores matched.
Model adjusted for age, sex, ALD, COPD, DM and hyperlipidemia, hypertension, CAD, Helicobacter pylori, HBV, HCV, CKD, TNF-α, Rituximab, other cDMARDs, and corticosteroid.
ALD, alcohol-related disorder; CAD, coronary artery disease; cDDD, cumulative defined daily dose by The Anatomical Therapeutic Chemical (ATC) classification, the gold standard for international drug utilization research; cDMARDs, non-biological disease-modifying anti-rheumatic drugs; COPD, chronic obstructive pulmonary disease; DM, diabetes mellitus; PYs, person-years; Rate, incidence rate, per 10,000 person-years.
Supplemental Table 1 shows the subgroup analysis of the Cox proportional hazard model, comparing MTX users and non-users in patients with RA. These comparisons of incidence densities of cancers and the HR between non-MTX and MTX users were made by different subgroup demographic characteristics, comorbidities, and RA-combined medications. In the sex-subgroup analysis, both genders showed a non-significant difference in risk of developing cancers between MTX users and non-users. Data in supplemental Table 1 demonstrate that MTX has no synergistic effect with TNF blockers in cancer risk reduction in the RA population (aHR = 0.80, 95% CI = 0.42–1.52).
Supplemental Table 2 shows the comparison of the incidence and HR of sub-division cancer according to MTX status among RA patients. The aHR of lymphoma risk for MTX users was 1.22 (95% CI = 0.27–5.59) compared with the MTX-non-users group, whereas aHR for non-lymphoma cancers was 0.90 (95% CI = 0.77–1.06). Furthermore, hepatocellular carcinoma (HCC) had a lower incidence in MTX users than non-users among RA patients (aHR = 0.57, 95% CI = 0.34–0.95).
Supplemental Table 3 presented the Cox model to analyze sub-division cancer according to gender, based on MTX status among RA patients. Given a difference in cancer risks between males and females, we undertook a stratified analysis in Supplemental Table 3. MTX use was associated with a lower risk of colorectal cancer than MTX non-users in females (aHR = 0.54, 95% CI = 0.30–0.96), whereas MTX use was associated with a lower risk of HCC than MTX non-use in males (aHR = 0.35, 95% CI = 0.13–0.91).
Discussion
In this study, we demonstrated cancer risk reduction effects of high and middle doses of MTX in patients with RA. MTX is neutral in terms of cancer risk in low accumulative doses, and might be protective in high accumulative doses. MTX also showed a dose-dependent effect in cancer risk reduction of the RA population. Further stratified analysis by sex revealed MTX use was associated with a lower risk of colorectal cancer than MTX non-use in females, whereas MTX use was associated with a lower risk of HCC than MTX non-use in males.
Several previous studies have mentioned the association between MTX and an increased risk of lymphoma.23–27 Usman et al. describe two cases and reviewed 16 more patients who developed non-Hodgkin’s lymphoma during treatment with low-dose MTX for RA. Among these 18 patients, the mean RA duration was 16 years, and lymphoma developed after a mean of 2.8 years of treatment with MTX. The mean total dose of MTX was 1224 mg. 23 Saleh et al. described a case report which focused on clinical-pathologic correlation and lacked recording of dose of MTX. 24 Hazleman’s study showed a MXT dose of 5–20 mg per week for 3–12 months was required to achieve maximal effects, but less than 50% of patients can tolerate it for 1 year due to its frequent adverse effect. 25 Generally, the cumulative dose was about 360–960 mg a year. Rizzi et al. identified 26 patients in the literature who achieved spontaneous complete remission of their lymphoproliferative disorders, and eight others showing partial remission. Most were affected by RA, received low-dose MTX, and developed lymphoma. They focused on reversible lymphoproliferative disorders in MXT users. 26 In a more recent large study, Hellgren et al. collected data from the Swedish Rheumatology Quality Register, and this study of 12,656 RA patients found no increase in lymphoma risk among MXT users. 27 In our study, a 12-year, large-scale, population-based cohort study, Table 3 showed the dose-dependent association of MTX with cancer risk. The risk of cancer in RA patients with or without treatment with MTX demonstrated no statistically significant differences in terms of lymphoma (aHR = 1.22, 95% CI = 0.27–5.59). The major strength of our study was to demonstrate the dose-dependent effect of MTX, which had not been clearly shown in previous studies. We found that MTX at a higher dose of more than 1125 mg is protective.
Several explanations exist for the anticancer mechanisms of MTX in patients with RA. First, MTX is a structural analog of folic acid that inhibits dihydrofolate reductase, a key enzyme in cell replication. 28 MTX was one of the earliest cancer chemotherapy agents, having been used for the treatment of leukemia and other tumors for more than 60 years. Second, cancer is an inflammation-related disease; therefore, the anti-inflammation effect of MTX probably contributes to its anticancer effect, and may also reduce cardiovascular disease in some patients with RA. 29 Recently published findings also suggest that MTX affects glyoxalase and antioxidant systems, 30 and decreases vascular endothelial growth factor levels, in breast cancer patients. 31 For lower risk of colorectal cancer than MTX non-users in female (aHR = 0.54, 95% CI = 0.30–0.96) in our preliminary real-world data, we proposed that MTX might have anti-metabolite and anti-inflammatory effects to reduce colorectal cancer rate.32,33 However, there has been no scientific or animal model research to verify our finding currently. The specific mechanism of sex difference on this effect remains unclear and still requires to be answered in future studies.
The strengths of our study are its population-based design; the generalizability of its findings; and the 12 years of follow-up in the national insurance database, which constitutes a highly representative sample of Taiwan’s general population because the reimbursement policy is universal and operated solely by the Taiwanese government. This study cohort was representative of the general population, and the possible confounding factors were minimized through propensity score matching with age, gender, and medical comorbidities in both cohorts. Further, the diagnoses of RA and cancer in this database were reviewed by expert rheumatologists to confirm their accuracy. For case ascertainment, RA and cancer were obtained from the Registry of Catastrophic Illness Database in Taiwan. Therefore, the diagnosis of RA and cancer in our study population can be considered reliable. We also performed a subgroup analysis to demonstrate the effects on different subpopulations.
This study had several limitations. First, the NHIRD provides no detailed information on patients regarding their lifestyle, smoking, alcohol ingestion, RA disease severity, or family history, all of which are possible confounding factors. However, we tried to use ALDs and COPD as proxies for tobacco, alcohol, and environmental factors. To mitigate this problem, we only selected patients in the catastrophic registry to ensure accurate diagnosis and comparable severity. Besides, many studies using the NHI research databases have been published in high-impact journals such as JAMA Oncology, JAMA Internal Medicine, and Lancet Oncology, and so forth.34–36 Second, the evidence derived from a cohort study is generally of lower methodological quality than that from randomized trials, because of the necessary adjustments for confounding factors. Though a population-based prospective cohort study serves best to analyze the risk factors, a retrospective population-based cohort study using insurance data is a suitable alternative. Indeed, such limitations are natural in NHIRD, but NHIRD is suitable for epidemiological and medical research,34–36 and we conducted a sensitivity analysis by propensity score matching to check the robustness of our findings. Third, the high risk of confounding by indication is a major limitation. It is well known that MTX users are likely to be different from non-users. Hence, we used propensity score matching for possible confounders. Different sensitivity tests and subgroup analyses, including dose effects, were also used to minimize this bias. Fourth, although we matched or adjusted possible confounders, there still may have been residual confounders, especially confounding by indication, in this study. 37 For example, MTX use is associated with a lower risk of colorectal cancer than MTX non-use in females, whereas MTX use is associated with a lower risk of HCC than MTX non-use in males; this might be confounded by indication, that is, physicians might avoid MTX usage in chronic hepatitis patients due to fear of MTX liver toxicity, thus leading to unbalanced baseline comparability. To minimize this bias, we had matched the coding of chronic hepatitis. Nevertheless, some uncoded or undiagnosed patients might still exist.
In conclusion, we demonstrated that MTX at middle and high accumulative doses might be associated with lower risk of new-onset cancers in patients with RA.
Supplemental Material
sj-pdf-1-tab-10.1177_1759720X20981221 – Supplemental material for Methotrexate at middle and high accumulative doses might be associated with lower risk of new-onset cancers in patients with rheumatoid arthritis: a nationwide population-based cohort study
Supplemental material, sj-pdf-1-tab-10.1177_1759720X20981221 for Methotrexate at middle and high accumulative doses might be associated with lower risk of new-onset cancers in patients with rheumatoid arthritis: a nationwide population-based cohort study by Wuu-Tsun Perng, Yao-Min Hung, Renin Chang, Cheng-Li Lin, Jeng-Yuan Chiou, Huang-Hsi Chen, Chia-Hung Kao and James Cheng-Chung Wei in Therapeutic Advances in Musculoskeletal Disease
Supplemental Material
sj-pdf-2-tab-10.1177_1759720X20981221 – Supplemental material for Methotrexate at middle and high accumulative doses might be associated with lower risk of new-onset cancers in patients with rheumatoid arthritis: a nationwide population-based cohort study
Supplemental material, sj-pdf-2-tab-10.1177_1759720X20981221 for Methotrexate at middle and high accumulative doses might be associated with lower risk of new-onset cancers in patients with rheumatoid arthritis: a nationwide population-based cohort study by Wuu-Tsun Perng, Yao-Min Hung, Renin Chang, Cheng-Li Lin, Jeng-Yuan Chiou, Huang-Hsi Chen, Chia-Hung Kao and James Cheng-Chung Wei in Therapeutic Advances in Musculoskeletal Disease
Supplemental Material
sj-pdf-3-tab-10.1177_1759720X20981221 – Supplemental material for Methotrexate at middle and high accumulative doses might be associated with lower risk of new-onset cancers in patients with rheumatoid arthritis: a nationwide population-based cohort study
Supplemental material, sj-pdf-3-tab-10.1177_1759720X20981221 for Methotrexate at middle and high accumulative doses might be associated with lower risk of new-onset cancers in patients with rheumatoid arthritis: a nationwide population-based cohort study by Wuu-Tsun Perng, Yao-Min Hung, Renin Chang, Cheng-Li Lin, Jeng-Yuan Chiou, Huang-Hsi Chen, Chia-Hung Kao and James Cheng-Chung Wei in Therapeutic Advances in Musculoskeletal Disease
Footnotes
Authors’ contributions
Study conception and design: Perng, Hung, Wei, Kao
Acquisition of data: Kao, Lin
Analysis and interpretation of data: Perng, Hung, Chang, Lin, Chiou, Chen, Kao, Wei
Validation: Hung, Kao, Wei
Writing (original draft preparation): Perng, Hung
Writing (review and editing): Kao, Wei, Hung
Funding
The authors disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This study was supported in part by the Taiwan Ministry of Health and Welfare Clinical Trial and Research Center of Excellence (MOHW104-TDU-B-212-113002)
Conflict of interest statement
The authors declare that there is no conflict of interest.
Supplemental material
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References
Supplementary Material
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