Causes of Pericardial Effusion
Pericardial effusion arises from infectious, neoplastic, autoimmune, metabolic, iatrogenic, and idiopathic causes, with the specific etiology heavily dependent on geographic location—tuberculosis dominates in developing countries (>60% of cases), while viral infections, malignancy, and idiopathic causes are most common in developed nations. 1, 2
Geographic and Epidemiologic Framework
The distribution of pericardial effusion causes varies dramatically by region:
- In developing countries: Tuberculosis accounts for over 60% of cases, particularly in HIV-endemic regions of sub-Saharan Africa 1, 2, 3
- In developed countries: The etiology is more heterogeneous, with up to 50% remaining idiopathic despite comprehensive evaluation 2, 4, 3
- Viral infections are the most common infectious cause in developed countries 1, 2, 4
Major Etiologic Categories
Infectious Causes
Viral infections represent the leading infectious etiology in developed nations and include:
- Enteroviruses, echoviruses, adenoviruses, cytomegalovirus, Epstein-Barr virus, herpes simplex virus, influenza virus, parvovirus B19, hepatitis C virus, and HIV 2, 4
Bacterial infections:
- Tuberculosis is the most frequent cause worldwide and in developing countries, often associated with HIV co-infection 1, 2
- Untreated tuberculous pericarditis carries an 85% mortality rate, with pericardial constriction occurring in 30-50% of cases 1
Fungal infections occur particularly in immunocompromised patients 4
Neoplastic Causes
Malignancy accounts for 10-25% of pericardial effusions in developed countries and is the most common cause of cardiac tamponade among medical patients (likelihood ratio 2.9) 2, 4, 3:
- Secondary metastatic tumors are 40 times more common than primary pericardial tumors 2, 4, 3
- Most common malignancies: Lung cancer, breast cancer, lymphoma, malignant melanoma, and leukemias 2, 4
- Primary pericardial tumors are rare, with mesothelioma being the most common 4
Critical caveat: In almost two-thirds of patients with documented malignancy, pericardial effusion is actually caused by non-malignant diseases such as radiation pericarditis, other therapies, or opportunistic infections 4
Autoimmune and Inflammatory Disorders
Systemic autoimmune diseases account for 5-15% of cases in developed countries 2, 4, 3:
- Systemic lupus erythematosus, Sjögren syndrome, rheumatoid arthritis, scleroderma, systemic vasculitides (eosinophilic granulomatosis with polyangiitis, Horton disease, Takayasu disease, Behçet syndrome), and sarcoidosis 1, 4
Post-cardiac injury syndromes have an autoimmune pathogenesis 2:
- Post-myocardial infarction syndrome (Dressler syndrome) 1
- Post-pericardiotomy syndrome (more common after valve surgery than CABG) 1
- Post-traumatic pericarditis, including iatrogenic trauma from coronary intervention, pacemaker lead insertion, or radiofrequency ablation 1
Metabolic and Endocrine Disorders
Renal failure is a major metabolic cause with two distinct forms 1:
- Uremic pericarditis: Occurs in 6-10% of patients with advanced renal failure (BUN >60 mg/dL) before or shortly after dialysis initiation 1
- Dialysis-associated pericarditis: Affects up to 13% of patients on maintenance hemodialysis, due to inadequate dialysis and/or fluid overload 1
Hypothyroidism:
- Occurs in 5-30% of hypothyroid patients, characterized by large effusions but tamponade is rare 2, 4, 3
- ECG shows relative bradycardia and low QRS voltage 4
Other metabolic causes include myxedema, anorexia nervosa 1
Iatrogenic and Traumatic Causes
Direct injury (rare):
- Penetrating thoracic injury, esophageal perforation 1, 4, 3
- Immediate thoracotomy is indicated for cardiac tamponade due to penetrating trauma 4
Indirect injury:
- Non-penetrating thoracic injury, radiation injury (occurs in 6-30% of patients receiving radiation therapy) 1, 4
Delayed onset post-procedural:
- Coronary percutaneous intervention, pacemaker lead insertion, radiofrequency ablation 1
Drug-Related Causes
Lupus-like syndrome: Procainamide, hydralazine, methyldopa, isoniazid, phenytoin 1, 4
Antineoplastic drugs (often associated with cardiomyopathy): Doxorubicin, daunorubicin, anthracyclines, cyclophosphamide, cytarabine, imatinib, dasatinib, interferon-α, arsenic trioxide, docetaxel, 5-fluorouracil, osimertinib 1, 4
Other medications: Amiodarone, methysergide, mesalazine, clozapine, minoxidil, thiazides, streptomycin, cyclosporine, bromocriptine, vaccines, GM-CSF, anti-TNF agents 1, 4
Cardiovascular Causes
- Heart failure: Causes transudative effusion due to increased systemic venous pressure and decreased reabsorption 2, 4, 3
- Pulmonary arterial hypertension: Effusion occurs in 25-30% of cases, typically small and rarely causing hemodynamic compromise 2, 4, 3
- Aortic dissection: Hemopericardium occurs in 17-45% of patients with ascending aortic dissection 4
- Post-myocardial infarction: Pericardial effusion >10 mm is most frequently associated with hemopericardium, and two-thirds may develop tamponade or free wall rupture 4
Rare Specific Types
Chylopericardium: Pericardial effusion composed of chyle due to injury or blockage of the thoracic duct from trauma, surgery, congenital lymphangiomatosis, radiotherapy, subclavian vein thrombosis, infection, mediastinal neoplasms, or acute pancreatitis 4
Cholesterol pericarditis: Occurs in tuberculous pericarditis, rheumatoid pericarditis, and trauma 4
Clinical Diagnostic Pearls
When cardiac tamponade presents without inflammatory signs (no chest pain, fever, pericardial friction rub, or elevated CRP), suspect neoplastic etiology (likelihood ratio 2.9) 2, 4
When severe effusion exists without cardiac tamponade and without inflammatory signs, chronic idiopathic etiology is most likely (likelihood ratio 20) 2, 4
If inflammatory signs are present (chest pain, fever, pericardial friction rub, elevated CRP), manage as pericarditis 4, 3
Important Caveats
- Fluid appearance is not diagnostic: Serosanguinous or hemorrhagic fluid can occur in malignant, post-pericardiotomy, rheumatologic, traumatic, iatrogenic, idiopathic, and viral effusions 4, 3
- Large chronic effusions (>3 months) carry up to one-third risk of progression to cardiac tamponade 3, 5
- Pericardial effusion is often associated with known or unknown medical conditions in up to 60% of cases 4
- In uremic patients, autonomic impairment may cause heart rate to remain slow (60-80 beats/min) during tamponade despite fever and hypotension 1
- ECG in uremic pericarditis does not show typical diffuse ST/T wave elevations due to lack of myocardial inflammation; if typical ECG changes are present, suspect intercurrent infection 1