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Location in article Q1 Q2 Q3 Q4 Query / Remark: click on the Q link to go Please insert your reply or correction at the corresponding line in the proof Please confirm that given names and surnames have been identified correctly. As per the journal specification the abstract should be in the following format: Ethnopharmacological relevance, Materials and methods, Results, and Conclusions. Please check and correct if necessary. Please provide journal title for reference Chen and Xu (2003). Please update references Lu et al. (in press) and Yan et al. (in press). Thank you for your assistance. G Model ARTICLE IN PRESS Journal of Ethnopharmacology xx (2011) xxx–xxx Contents lists available at ScienceDirect Journal of Ethnopharmacology journal homepage: www.elsevier.com/locate/jethpharm Graphical Abstract An integrative approach of linking traditional Chinese medicine pattern classification and biomedicine diagnosis Journal of Ethnopharmacology xx (2011) xxx–xxx Paern Classificaon in TCM Disease diagnosis in biomedicine Aiping Lu∗ , Miao Jiang, Chi Zhang, Kelvin Chan∗∗ Linkage between TCM paern classificaon and diagnosis in biomedicine Historical evoluon on the integraon of the TCM paern classificaon and disease diagnosis in biomedicine Methodology of paern classificaon for diseases Efficacy when integrang TCM paern classificaon and biomedical disease diagnosis Biological basis of TCM paern TCM paern classificaon could lead new findings in biomedicine JEP 6989 1 G Model ARTICLE IN PRESS JEP 6989 1–8 Journal of Ethnopharmacology xxx (2011) xxx–xxx Contents lists available at SciVerse ScienceDirect Journal of Ethnopharmacology journal homepage: www.elsevier.com/locate/jethpharm An integrative approach of linking traditional Chinese medicine pattern classification and biomedicine diagnosis 1 2 3 Q1 Aiping Lu a,∗ , Miao Jiang a , Chi Zhang a , Kelvin Chan b,∗∗ 4 a 5 b China Academy of Chinese Medical Sciences, Beijing 100700, China The University of Sydney, NSW 2006 and CompleMED University of Western Sydney, NSW 2560, Sydney, Australia 6 7 a r t i c l e i n f o a b s t r a c t 8 9 10 11 12 Q2 Article history: Received 22 March 2011 Received in revised form 11 August 2011 Accepted 21 August 2011 Available online xxx 13 17 Keywords: Pattern classification Traditional Chinese medicine Integrative medicine 18 1. Introduction 14 15 16 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 Traditional Chinese medicine (TCM) is a medical system with over 3000 years of continuous practice experience and refinement through treatment observations. The TCM pattern classification (also defined as Syndrome or Zheng differentiation) and treatment of ill health is the basis and the key concept of the TCM theory. All diagnostic and therapeutic methods in TCM are based on the differentiation of TCM pattern. TCM pattern can be considered as the TCM theoretical interpretation of the symptom profiles. Pattern classification is often used as a guideline in disease classification in TCM practice and has been recently incorporated with biomedical diagnosis, resulting in the increasing research interest of TCM pattern among various disciplines of integrative medicine. This paper describes the historical evolution on the integration of the TCM pattern classification and disease diagnosis in biomedicine, the methodology of pattern classification for diseases, efficacy of TCM practice with integration of TCM pattern classification and biomedical disease diagnosis, and the biological basis of TCM pattern. TCM pattern classification, which may lead to new findings in biological sciences, was also discussed. © 2011 Published by Elsevier Ireland Ltd. Traditional Chinese medicine (TCM) is a healthcare-focused medical system with its rich experience over 3000 years of continuous practice and refinement through observations, testing and critical thinking in treating ill-health. TCM management of health can be characterized as holistic with the emphasis on regulating the integrity of the human body functions and the interaction between human individuals and their environments. TCM applies multiple therapeutic methods for patient management such as, life-style adjustment of diet, treatments with prescribed herbal formulas apart from the application of acupuncture and other nonchemical interventions such as tuina (medical massage) and taichi. TCM pattern classification (also called as Syndrome or Zheng differentiation) is the basic unit and the key concept in TCM theory. All diagnostic and therapeutic methods in TCM are based on the differentiation of TCM pattern, and this concept has been used for thousands of years in China (Chen and Xu, 2003; Ma et al., 2010). TCM pattern can be considered as the TCM theoretical interpretation of the symptom profiles of a disease but not only an assemblage of disease symptoms. It is also used as a guideline in disease clas- ∗ Corresponding author. Tel.: +86 10 64067611; fax: +86 10 84032881. ∗ ∗ Corresponding author. Tel.: +61 2 91141485; fax: +61 2 46203291. E-mail addresses: [email protected] (A. Lu), [email protected] (K. Chan). sification in TCM practice. For example, patients suffering from the same disease may be categorized into different TCM patterns, whereas different diseases may be categorized as the same TCM pattern. As one of the main items of complementary and alternative medicine, the practice of TCM has increased dramatically in recent decades (Eisenberg et al., 1998). However, the study of TCM still encounters serious challenges due to the almost irreconcilable differences from the conventional orthodox medicine (OM) (Fontanarosa and Lundberg, 1998). There are at least two major differences between TCM and OM: patient classification and intervention methodology. In patient classification, TCM uses pattern classification based on TCM information (obtained from direct observation of patients’ external features, auscultation & olfaction, interrogation or questioning and pulse detection and palpation) while OM uses disease diagnosis based on pathological examinations of individual organ functions and receptors malfunctions. As to the intervention: In TCM, establishing the therapeutic principles and general rules is of initial importance; this is followed by the formulation of prescriptions containing Chinese material medica (CMM) and other therapeutic measures because the latter depends on the former for guidance. The outcome of a treatment will indicate whether or not the diagnosed pattern and the CMM prescription therapy are correct. The basic steps of the four TCM examination techniques help to confirm the signs and symptoms that, in turn, serve as means to work out the CMM prescriptions. Finally, the therapy directs the formulation of a specific 0378-8741/$ – see front matter © 2011 Published by Elsevier Ireland Ltd. doi:10.1016/j.jep.2011.08.045 Please cite this article in press as: Lu, A., et al., An integrative approach of linking traditional Chinese medicine pattern classification and biomedicine diagnosis. J. Ethnopharmacol. (2011), doi:10.1016/j.jep.2011.08.045 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 G Model JEP 6989 1–8 2 ARTICLE IN PRESS A. Lu et al. / Journal of Ethnopharmacology xxx (2011) xxx–xxx 30 Without Pattern classification 25 With Pattern classification 20 15 10 5 0 Before 2000 20002001 20022003 20042005 20062007 20082009 Fig. 2. The publications in Chinese about clinical trials on Dan Shen Di Wan (a TCM product). The data were obtained from CBM database. Fig. 1. The published papers in Chinese about TCM pattern classification. The data were obtained from CBM database (till February 17 of 2011). 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 prescription. These essential steps are interlinked, interconnected and indispensable in TCM practice. In OM practice symptomatic treatments mainly aim at relieving patients’ complaints or main symptoms with pharmaceutical drugs and surgery in severe cases, based on disease diagnosis to provide specific chemical components acting on targeted receptors or enzyme components at molecular levels. This paper attempts to illustrate that the appropriate linking of TCM pattern classification with OM disease diagnosis can provide a better understanding of the incorporation of TCM pattern classification into OM disease diagnosis. 2. History of integration of TCM pattern classification and disease diagnosis in biomedicine In China, the integration of TCM pattern classification with disease diagnosis in biomedicine was proposed in the early 1960s by Zhu (1962). In 1980s, the Chinese Association of Integration of TCM and Western medicine was setup with the objectives of improving the integration of TCM with OM, in which the incorporation of the TCM pattern classification into disease diagnosis in OM is one of the tasks. The integration of the TCM pattern classification and biomedical disease diagnosis has then been reported in the English journals. Table 1 shows that there is a tendency in the TCM pattern classification research, from the TCM concept to the biological basis, from clinical trial to innovation in biomedicine, from clinical trial on herbal medicine to on biomedicine therapy, from general biological basis exploration to the exploration with systems biology approach. The clinical trial with the TCM pattern classification will help to provide improvement with more innovation in biomedicine. Since the 1980s we witnessed the changing situation of clinical studies with the TCM pattern classification in diseases in China. TCM practitioners or integrative medicine practitioners in China focused on clinical observations with TCM pattern classification in diseases. From CMB (Chinese BioMedical Literature Database at http://sinomed.imicams.ac.cn/index.jsp), there were more than 50,000 papers published on clinical observations with TCM pattern classification in different diseases. Fig. 1 shows the papers an increase in the number of publications annually. Of these papers, 429 types of diseases linked with 190 categories of TCM pattern have been treated with TCM interventions integrated with the TCM pattern classification. Top 50 diseases treated in this manner and top 50 TCM patterns classified in the 429 diseases are summarized in Tables 2 and 3. From Tables 2 and 3, it can be concluded that TCM pattern classification has been widely incorporated into the treatment of many types of diseases know in biomedicine identified in OM practice. Because of the complexity in RCTs with TCM pattern classification; there were few RCT publications in the Chinese language journals. However, in recent years the observation detects an increase of publications in RCTs with inclusion of TCM pattern classification. For example, a total of 171 RCT publications in Chinese language journal on Dan Shen Di Wan (a TCM proprietary product for treatment of angina pectoris) was observed and more RCTs were reported after 2006 (Fig. 2). A total of 381 papers on clinical study were found in the Pubmed-cited journals with pattern classification (or syndrome differentiation) (till July 31 of 2010). Most of them were published in Chinese language journals with English abstracts, and only 44 published in English with full papers. Of these 33 were published after 2005, and 11 from 1983 to 2004. About 10 types of diseases with the TCM pattern differentiation were studied in the 12 RCTs from 2002 to 2009 (Jiang et al., 2010a). A total of 11 RCTs showed that TCM was effective in the treatment of the diseases or in the alleviation of symptoms, with one study failing to confirm the efficacy. No study reported negative results. Presently in China, governmental authorities only strongly fund high quality clinical studies with strict regulations and guidelines on TCM clinical trials. Researchers are required to pay more attention to the quality of clinical trials with proper protocols. It has been estimated that there are more than 50 TCM clinical trials ongoing that are sponsored by the National Key Technology R&D Program in China [http://www.most.gov.cn/eng/programmes1/ 200610/t20061009 36224.htm]. Among them, more than half includes interventions based on the TCM pattern classification. We believe that more evidence-based clinical trials will confirm and support the role of the TCM pattern classification in future clinical studies on the efficacy assessment of TCM practice. 3. Method for TCM pattern classification for diseases TCM pattern identification had been used as a basis for developing treatment protocols in clinical trials. TCM syndromes differentiate biomedical diseases into different patterns, and each pattern comprises of symptom/signs that have their own unique treatment protocol. The TCM pattern classification is mainly based on symptoms (including self-reported signs), tongue and pulse diagnosis, and it is difficult to interpret in OM terminology. This could be the main reason why TCM pattern classification was not incorporated into the biomedical disease diagnosis. For this reason Please cite this article in press as: Lu, A., et al., An integrative approach of linking traditional Chinese medicine pattern classification and biomedicine diagnosis. J. Ethnopharmacol. (2011), doi:10.1016/j.jep.2011.08.045 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 G Model JEP 6989 1–8 ARTICLE IN PRESS A. Lu et al. / Journal of Ethnopharmacology xxx (2011) xxx–xxx 3 Table 1 Important events in TCM pattern research published at first time in Medline or SCI indexed journals. Key event Journal Author Years Integration of TCM and Western medicine Double blinded clinical trial in coronary heart disease with TCM intervention Basic concept on TCM pattern classification Review on TCM pattern of blood stasis Biological basis focusing on TCM pattern of kidney deficiency Biological basis focusing on TCM pattern Linkage between TCM symptoms and biological parameters in gastritis Integration of TCM pattern classification into disease diagnosis TCM pattern and innovation in biomedicine Clinical efficacy and TCM pattern classification in biomedical disease with RCT Role of TCM pattern classification in biomedical sciences TCM pattern help biomedicine for improvement of efficacy for biomedical disease Omics based TCM pattern classification in biomedical disease Safety evaluation based on TCM pattern classification in a biomedical disease Medline, Chinese Medline, Chinese Medline, English Medline, Chinese Medline, English SCI, English SCI, English SCI, English SCI, English SCI, English SCI, English SCI, English SCI, English SCI, English Chen KJ Chen KJ No author listed Chen KJ Zhang Q Chen ZQ Li S Jiang WY Zha Q Lu A He Y Lu C van Wietmarschen H Jiang M 1979 (Chen, 1979) 1982 (Chen, 1982) 1983 (No author listed, 1983) 1983 (Chen, 1983) 1990 (Zhang et al., 1990) 1999 (Chen et al., 1999) 2003 (Li et al., 2003) 2005 (Jiang, 2005) 2006 (Zha et al., 2006) 2009 (Lu and Chen, 2009) 2007 (He et al., 2007a) 2009 (Lu et al., 2009) 2009 (van Wietmarschen et al., 2009) 2010 (Jiang et al., 2010b) Table 2 Top 50 TCM patterns in Chinese publications about TCM clinical studies. Patterns (Zheng) Qi deficiency Blood stasis Deficiency of the kidney Damp-heat Spleen deficiency Blood deficiency Yin deficiency of liver and kidney Wind-cold Yin deficiency Cold-dampness Qi stagnation Hemoptysis Qi depression to blood stasis Wind heat Blood heat Pyrexia Hematochezia Cough Asthenia of qi and blood Yang deficiency Bleeding Syndrome Arthralgia syndrome Spleen-kidney Yang deficiency Asthenia syndrome Bellyache Total papers 20,286 19,065 12,600 9856 9088 3488 2016 1916 1876 1680 1620 1599 1452 1088 792 710 606 605 560 448 386 375 354 329 276 Patterns (Zheng) Paper No. Kidney-yang deficiency kidney-yang deficiency Heat syndrome Haematemesis Deficiency-cold Kidney-Yin deficiency Constipation Spleen Qi deficiency Phlegm accumulation Common influenza Deficient cold of spleen and stomach Night Sweats Apoplexia Liver heat Liver-stomach disharmony Edema Xiaoke Dysmenorrheal Dyspnea Jaundice Vomit Headache Dyspepsia caused by improper diet Phlegm syndrome Cervical spondylosis Dizziness 272 268 238 232 218 209 191 172 163 162 156 146 140 128 126 119 113 106 101 95 94 90 89 86 84 Table 3 Top 50 diseases published in Chinese about the clinical studies in TCM. Diseases Total number of paper Diseases Paper No. Hemoptysis Hematochezia Hematuria Hypertension Diabetes Pneumonia Stenocardia Abdominalgia Albuminuria Respiratory tract infection Haematemesis Hyperlipidaemia Cerebral infarction Constipation Diarrhea Blood hyperviscosity Dyspnea Cardiac failure Asthma Influenza Infection Aging Nephrosis Edema Gastritis 1599 606 575 421 360 352 294 276 264 249 238 229 214 209 209 207 201 186 175 163 161 130 126 126 124 Dysmenorrheal Prostatitis Jaundice Vomit Cephalalgia (encephalalgia) Nephrotic syndrome Bronchitis Vertigo Osteoporosis Arteriosclerosis Myocardial infarction Coma Urinary tract infection Anaphylaxis Irritable bowel syndrome Facial paralysisfacial paralysis Migraine Encephalorrhagia Prostate hyperplasia Hepatic tumor Kidney failure Depression Arthralgia (arthrodynia) Coronary heart disease Dyspepsia 113 108 101 95 94 88 86 84 81 80 80 76 75 63 61 60 60 59 57 56 55 54 53 53 52 Please cite this article in press as: Lu, A., et al., An integrative approach of linking traditional Chinese medicine pattern classification and biomedicine diagnosis. J. Ethnopharmacol. (2011), doi:10.1016/j.jep.2011.08.045 G Model JEP 6989 1–8 4 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 ARTICLE IN PRESS A. Lu et al. / Journal of Ethnopharmacology xxx (2011) xxx–xxx TCM pattern classification becomes the most important factor to be included in the incorporation process. There is a wide variation of the differentiation of symptoms, tongue and pulse diagnosis. Some of these are not closely related to the disease diagnostic parameters, and are less focused upon by biomedicine, such as thirst and turbid urine and yellow tongue fur in some diseases (Lu et al., 2004). The quantification of TCM patterns usually is based on the textbook or expert consensus. On the other hand, statistical evaluation of the TCM pattern or pattern change can be obtained (Lu et al., 2008; Berle et al., 2010). Although the symptoms, which are the key information for the TCM pattern classification, are diversified in a disease, they can be clustered into specific groups using bio-statistical approaches, even though traditionally they are classified into groups based on the TCM theory and clinical experiences. A multi-center RCT study had shown that among 13 common symptoms of rheumatoid arthritis (RA), 5 are related to the joint, 8 are not related to the joint. Symptoms clusters in 396 patients could be classified into four factors (symptom combinations) with factor analysis. The symptom combinations are very similar to the patterns differentiated by the TCM theory in RA patients, which divides the RA into three basic patterns: cold, heat and deficiency patterns (He et al., 2007a). More instruments are being developed in the diagnosis of tongue appearance and pulse feeling (Lu et al., 2008; Yan et al., 2009; Berle et al., 2010; Xu et al., 2010). It is encouraging that integration of TCM information in symptoms, signs, tongue appearance and pulse feeling will be the focus in the near future, and TCM pattern classification would be based on objective examinations, which can further lead to more understanding with biomedical aspects and the concepts can be used by other OM scientists. 4. Efficacy of TCM practice with integration of TCM pattern classification and biomedical disease diagnosis Increasing numbers of medical researchers recognized that the combination of disease diagnosis in biomedicine and pattern classification in TCM is essential for the clinical practice when TCM is included as part of the treatment along side with the OM diagnostic approaches, and it has been a common practice model in China since it focuses on a better assessment of clinical effect (Manheimer et al., 2009). Over the past 50 years, clinical practice in TCM hospitals in China has applied both principles of biomedical disease diagnosis and TCM pattern classification for intervention/treatment of patients. A clinical investigation indicated that a more effective treatment rate could be achieved from the RA patients with specific symptoms and co-diagnosed and treated based on their TCM pattern classification (He et al., 2007a). While clinical research on TCM has been conducted in China and the West, much of this research was inadequate in delivering reliable data. In 2008, a review of a total of 70 Cochrane systematic reviews regarding TCM clinical research found most of the studies to be inconclusive (Manheimer et al., 2009). Several reasons could be identified: Most of trial protocols employed randomized controlled trial (RCT) designs that were not suitable for TCM research, and most of the investigations had not involved collaboration between OM and TCM scientists. There was a failure to consider fundamental concepts of TCM in terms of diagnosis. It is important to incorporate the concepts of both OM and TCM into research protocols, necessitating collaboration between OM and TCM practitioners (Tsang, 2007). Many meta-analyses on TCM clinical studies focused on the specific diseases, showed no evidence to prove the efficacy of TCM in the treatment of the diseases because of lower quality of clinical design (Chen and Hu, 2006; Zhu et al., 2008; Tu et al., 2009). Anecdotally, increasing number of patients were seeking help from TCM for its better clinical outcomes. This suggests that TCM could have a clinical effect; and it is necessary to assess the TCM clinical efficacy with better and innovative approaches. The RCT is considered to be the methodology offering the highest level of evidence. However, different types of research approaches are needed to assess different types of clinical problems. Observational studies and case reports often are the only research method suitable for assessment of TCM efficacy. TCM, being holistic in approach, it identifies and treats syndromes rather than diseases. Recent RCTs on TCM have been conducted and showed clinical efficacy in the treatment of arthritis based on TCM pattern differentiation (Goldbach-Mansky et al., 2009; Min et al., 2010; Tsang et al., 2010; Wang and He, 2010). It is believed that the incorporation of TCM pattern classification into disease diagnosis would greatly improve the efficacy of TCM interventions. Evaluation of TCM treatment efficacy should focus on a specific subgroup of patients with a specific disease, or a specific herbal preparation with clinically proven effectiveness. Many system reviews currently on TCM efficacy showed that there were no evidence to support the TCM intervention efficacy, and more quality clinical trials of TCM were needed for collecting evidence to support the TCM clinical application without focusing on the TCM pattern classification. Based on our search on CMB (Chinese BioMedical) Literature Database (in Chinese) and Pubmed database (in English), there were 180 RCT about Danhong Injection (consisting of safflower and Salvia miltiorrhiza), which is commonly used in the clinical practice in China for the activation of blood stasis (based on TCM theory), and only two of them were based on TCM pattern classification. As TCM pattern classification focuses on further classification of the patients into treatment sub-group, the treatment efficacy would be improved if the responsive cases can be clarified from non-responsive cases with the their TCM patterns. It has been reported that the TCM pattern differentiation can specify the indications for the combination biomedical therapy in the treatment of existing RA patients (Lu et al., 2009). A RCT was performed to compare the symptomatic effects on patients with benign prostatic hyperplasia (BPH) treated by two therapeutic approaches, the OM and TCM, and the results showed that TCM is a potentially effective treatment in improving the Quality of Life (QOL), prostate volumes and maximum UFR for a subgroup of patients with BPH, and the non-urethra related symptoms experienced by BPH patients could be one of the parameters for further distinguishing the effects of TCM and OM therapies (Li et al., 2010). The results suggest that it may also be useful in defining specific indications for biomedical therapies used to treat other diseases. TCM psychotherapy is a special intervention and more clinical experience proved that it could be used alone or in combination to treat many diseases. TCM psychotherapy was recorded in many ancient TCM books and has been applied in many mental diseases or diseases with mental symptoms successfully for thousands of years. Distinguished from modern psychotherapy, it integrated TCM theory basis with several therapeutic approaches such psychological counseling and cognitive-behavioral techniques together, aiming at the harmony of human body, mental and social status. Since according to TCM theory, the human is regarded as a holistic system, there exist inner correlations between Zang-fu viscera and various emotions, the regulation of one aspect will have effect to the other aspect, and TCM psychotherapy focuses on not only mental diseases, but also physical disorders during treatment. This feature determines the high applicability of TCM psychotherapy to the psychosomatic diseases, one good representative is female menopausal syndrome. Modern clinical study, especially for the randomized controlled trials (RCTs) conducting, usually ignores Please cite this article in press as: Lu, A., et al., An integrative approach of linking traditional Chinese medicine pattern classification and biomedicine diagnosis. J. Ethnopharmacol. (2011), doi:10.1016/j.jep.2011.08.045 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 G Model JEP 6989 1–8 ARTICLE IN PRESS A. Lu et al. / Journal of Ethnopharmacology xxx (2011) xxx–xxx 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 TCM psychotherapy due to the highly personalized therapeutic regimen and the difficulties in the fulfilling of the treatment, though TCM based psychotherapy is an essential part of TCM therapeutics, and it has been widely used in many diseases and achieved favorable outcomes, especially in those diseases signed with psychological symptoms (Wang et al., 2011). Therefore more clinical trials should be focused on the effectiveness of TCM based psychotherapy. 5. Biological basis of TCM pattern To illustrate the importance of TCM pattern in both the theory and the practice of TCM, much effort has been paid to investigate its biomedical basis. Previous study explored the biological basis of the TCM pattern by applying general biological approaches. The results included the linkage between sex hormones and Kidney deficiency pattern in chronic nephritis (Zhang et al., 1990), linkage between C-reactive protein and cold/hot pattern in RA (Zhao et al., 2006), linkage between homeo-rheology and blood stasis pattern in cardiovascular diseases (Jia, 1989; Lin and Liao, 1990; Takeichi and Sato, 1997), and linkage between gastric mucosal immune reactions and the TCM pattern in chronic gastritis (Lu et al., 2005). It is still far from reaching a full understanding of the inherent mechanism of the TCM pattern, as it is known that the scientific evaluation of TCM into OM disease terminology is very difficult using existing conventional methods (Lu et al., 2007; Wu et al., 2008). In the exploration on the biological basis of TCM patterns, Li et al. explored the molecular basis of TCM pattern within the context of neuro-endocrine-immune (NEI) system (Li et al., 2006, 2007). Patients suffering from RA are found to experience an alteration of the NEI system (He et al., 2007a; Lu and Chen, 2009). Our previous studies showed that there were some the distinct molecular signatures in discriminating the RA patients with traditional Chinese medicine (TCM) cold pattern and heat pattern (Lu et al., in press). These results suggest that a better knowledge of the main biological processes involved at a given pattern in TCM could help to choose the most appropriate treatment. The advances of “Omics” revolution and methodology in modern life science, bioinformatics and systems biology have offered an opportunity to integrate multi-dimensional and various types of data, in the new era of the medical and biological sciences (Lu et al., in press; Zheng et al., 2011). Capturing these unprecedented opportunities and challenges, bioinformatics and systems biology approaches are expected to open the way to a new convergence of TCM and OM in both concept and methodology. Such observations can be interpreted as follows: Prescribing Chinese herbal medicine (often referred to as Chinese material medica, CMM) in the form of composite formulae based on TCM pattern classification is the key disease prevention/treatment regimen in TCM practice. The human body is a complex and hugely interconnected system, which is dynamically regulated within boundaries of cells, tissues and organs to achieve homeostasis. The treatment strategy of prescribing TCM composite formulae is based on supporting the balancing capabilities of the body (salutogenesis) to recover from an imbalanced state. In the formula, each CMM contains many compounds that possess concerted actions (Chan and Lee, 2000; Chan, 2005). A successful formula organizes these concerted actions derived from different CMMs to create holistic, multi-target, multi-dimensional pharmacological actions, which could be expressed by technology derived from “omics’ and systems biology, to achieve personalized therapy. Thus the advance of pharmcogenomics and systems biology has created the building blocks to measure the mechanisms of composite CMM formulae by modern pharmacology methodology (Wang et al., 2009). 5 6. TCM pattern classification could lead new findings in biomedicine TCM pattern classification would lead to new findings when linked with biomedicine diagnosis since there should have some differences between different TCM patterns in the same diseases as diagnosis in OM. For example, the treatment of RA with TCM intervention in the later stage of the disease usually focuses on the blood stasis and deficiency TCM pattern (Zhou et al., 2000; Wang et al., 2010). While TCM blood stasis pattern shows some linkage with platelet activity (Ma et al., 2009), the TCM deficiency pattern shows some linkage with immune response (Yuan et al., 2010). Thus it is reasonable to make the hypothesis that there is a positive correlation among IgA (reflecting immune response), platelet and cartilage erosion (severe in late stage) in RA. The changes in peripheral IgA level and platelet number positively correlated with the grade of cartilage damage in active RA patients, thus supporting the hypothesis (Zha et al., 2006; He et al., 2007b). In the clinical practice, the CMMs with activating blood stasis pattern, and those reinforcing deficiency pattern and containing polysacharides or animal proteins were used for the treatment (Yang et al., 2003; Zhang et al., 2010). On the other hand, biomedical sciences not only help identify the scientific basis for TCM pattern, it can also improve further clarification of TCM pattern. For example, Kangxin capsule and Tongxinluo capsule are two TCM products exist in the China market for years, are used to target TCM Qi deficiency and blood stasis pattern in the treatment of angina pectoris. Our previous study found that biomedical parameters such as LDL and blood pressure can be used as indicators showing the efficacy of Tongxinluo capsule and Kangxin capsule respectively in the treatment of angina pectoris even though there are targeting same TCM pattern (Yan et al., in press). Another important concept in TCM is named as “Treating Different Diseases with the Same Therapy” (TDDST) has been applied in TCM practice. Some patients with Rheumatoid Arthritis (RA) and other with Coronary Heart Disease (CHD) can be treated with similar therapies. (For example, activation of blood stasis for RA patients with TCM pattern of blood stasis.) This suggests that there could be something commonly existing between RA and CHD conditions according to TCM diagnosis within the context of imbalance in the body functions biological networks or biological basis. In order to substantiate such concepts, there exists a need to search for these interlinking data from reliable databases. Presently in our leading research database the amount of biomedical data is growing rapidly, it is possible to get relevant and meaningful information through the techniques developed in the fields of data mining. Our previous study proposed an hierarchical analysis algorithm called discrete derivatives which is based on the frequencies of coconcurrent MeSH (The Medical Subject Headings) terms, we have found some significant results which can support the concept of TDDST, and also that the biological basis and biological networks commonly existing in RA and CHD. These networks can be affected by the basic CMMs, which are widely used in the TCM therapies on both RA and CHD (Figs. 3 and 4). Therefore TCM pattern classification, as a new approach to identify the relevant diseases among patients into different TCM categories will certainly contribute important concepts in the innovation of integrative treatment of diseases with supporting biomedical sciences. 7. Future perspectives The principles of TCM pattern classification (obtained from direct observation of patients’ external features, auscultation & Please cite this article in press as: Lu, A., et al., An integrative approach of linking traditional Chinese medicine pattern classification and biomedicine diagnosis. J. Ethnopharmacol. (2011), doi:10.1016/j.jep.2011.08.045 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 G Model JEP 6989 1–8 6 ARTICLE IN PRESS A. Lu et al. / Journal of Ethnopharmacology xxx (2011) xxx–xxx Fig. 3. The con-concurrent MeSH terms between RA and coronary heart disease were obtained from PubMed (till July 30 of 2010). Here is a small part focusing on apoptosis, inflammation and genotype and their con-concurrent MeSH terms. The results indicate that there might be a similarity on apoptosis, inflammation and genotype and their networks between the pathogenesis of RA and coronary heart disease. Fig. 4. Radix Notoginseng (NG, San Qi in Chinese) and Radix Salivae Miltiorrhizae (SM, Dan Sheng in Chinese) are an herbal combination and commonly used for activation of blood stasis in TCM practice. The con-concurrent MeSH terms on NG and SM were obtained from PubMed (till July 30 of 2010), which then incorporated into the con-concurrent MeSH terms between RA and coronary heart disease to find out the overlapped con-concurrent MeSH term network. Here is a small part focusing on apoptosis, superoxide dismutase and intercellular adhesion molecule-1 and their con-concurrent MeSH terms, which NG and SM have been reported to target on (Triangle: SM; Diamond: NG; Hexagon: combined two herbs). The results indicate that NG and SM have shown their activity in the similar MeSH terms (targets) about apoptosis, superoxide dismutase, intercellular adhesion molecule-1 and their con-concurrent MeSH terms, which are co-shared by both in RA and coronary heart disease. Please cite this article in press as: Lu, A., et al., An integrative approach of linking traditional Chinese medicine pattern classification and biomedicine diagnosis. J. Ethnopharmacol. (2011), doi:10.1016/j.jep.2011.08.045 G Model JEP 6989 1–8 ARTICLE IN PRESS A. Lu et al. / Journal of Ethnopharmacology xxx (2011) xxx–xxx olfaction, interrogation or questioning and pulse detection and palpation) provide a firm basis to classify patients into subtypes for selection of specific therapy even though the subjective measurements such as tongue appearance and pulse diagnosis through direct observation require standardization. The development of objective measurements such as quality of life instruments to monitor patients reported outcomes (Zhao and Chan, 2005) and systems biology technology that provide biomarker measurement during treatment intervention will substantiate the subjective assessment of TCM pattern classification of diseases. These two aspects should be considered in the development of integrative medicine including OM and TCM. Furthermore, investigations based on systems biology approaches on mechanisms of actions of CMM formulae can be applied as holistic approach in analyzing the complexity of CMM formulae. This approach has become an important direction for the elucidation of mechanism of TCM herbal mixtures used in clinical management of patients treated by both OM and TCM (Lu and Li, 2010). Therefore systems biology and bioinformatics are useful tools to clarify the molecular basis for the TCM pattern. Likewise, TCM pattern classification could provide innovation approaches to examine if holistic nature provided by OM using modern biomedical sciences. In summary, the incorporation of TCM pattern classification into biomedical disease diagnosis will lead to a new era in the development of medical sciences to provide improving treatment efficacy with specific indications of integrative therapy. Further classifying patients suffering from diseases into TCM pattern categories before therapy selection will lead to innovation of biomedicine based concepts for TCM pattern assessment. 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 Acknowledgements 433 437 This research is partly sponsored by the projects from the National Science Foundation of China (Project Nos. 30825047 and 90709007) and National Eleventh Five Year Support Plan (Project No. 2006BAI04A10). 438 References 439 Berle, C.A., Cobbin, D., Smith, N., Zaslawski, C., 2010. A novel approach to evaluate Traditional Chinese Medicine treatment outcomes using pattern identification. Journal of Alternative and Complementary Medicine 16, 357–367. Chan, K., Lee, H., 2000. Chinese Herbal Medicine Concepts of prescriptions, Interactions between Chinese Herbal Medicinal Products and Orthodox Drugs. 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