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REVIEW ARTICLE

Opioid Rotation in the


Management of Chronic Pain:
Where Is the Evidence?

K.C.P. Vissers, MD, PhD*; K. Besse, MD*; G. Hans, MD, PhD†;


J. Devulder, MD, PhD‡; B. Morlion, MD§
*University Medical Centre, St. Radboud, Nijmegen, The Netherlands; †Multidisciplinary
Pain Centre, Universitair Ziekenhuis Antwerpen, Edegem; ‡Multidisciplinary Pain Centre,
Universitair Ziekenhuis Gent, Gent; §The Leuven Center for Algology, University Hospitals
Leuven, Leuven, Belgium

䊏 Abstract: The management of chronic pain remains requires a dose calculation for the newly started opioid.
a challenge because of its complexity and unpredictable Currently, conversion tables and equianalgesic doses are
response to pharmacological treatment. In addition, accurate available. However, those recommendations are often based
pain management may be hindered by the prejudice of phy- on data derived from studies designed to evaluate acute pain
sicians and patients that strong opioids, classified as step 3 relief, and sometimes on single dose studies, which reduces
medications in the World Health Organization ladder for this information to the level of an indication. In daily prac-
cancer pain management, are reserved for the end stage of tice, the clinician needs to titrate the optimal dose during the
life. Recent information indicates the potential value of opioid rotation from a reduced calculated dose, based on the
strong opioids in the treatment of chronic nonmalignant clinical response of the patient. Further research and studies
pain. There are, up until now, insufficient data to provide are needed to optimize the equianalgesic dosing tables. 䊏
indications about which opioid to use to initiate treatment
or the dose to be used for any specific pain syndrome. The Key Words: opioid, chronic pain, opioid rotation, opioid
strong inter-patient variability in opioid receptor response switch, equianalgesic potency
and in the pharmacokinetic and pharmacodynamic behavior
of strong opioids justifies an individual selection of the
INTRODUCTION
appropriate opioid and stepwise dose titration. Clinical expe-
rience shows that switching from one opioid to another Chronic pain represents a major burden for the patient,
may optimize pain control while maintaining an acceptable his/her environment, and society. Whereas acute pain is
side effect profile or even improving the side effects. This mainly attributed to an identifiable cause, chronic pain
treatment strategy, described as opioid rotation or switch, syndromes are usually complex, and the underlying
mechanisms often remain unknown. Pain is defined by
Address correspondence and reprint requests to: K.C.P. Vissers, MD,
PhD, Hoogleraar Palliatieve Zorgen Pijntherapie, UMC St Radboud, Huis- the International Association for the Study of Pain
post 550 Anesthesiologie/Palliatieve Zorg, Postbus 9101, 6500 HB (IASP) as an unpleasant sensory and emotional experi-
Nijmegen, The Netherlands. E-mail: k.vissers@anes.umcn.nl.
Submitted: June 17, 2009; Revision accepted: September 19, 2009
ence associated with actual or potential tissue damage,
DOI. 10.1111/j.1533-2500.2009.00335.x or described in terms of such damage.1 Chronic pain
persists for more than 3 to 6 months, far beyond the
© 2010 World Institute of Pain, 1530-7085/10/$15.00
normal healing time.2 Even though medicine has made
Pain Practice, Volume 10, Issue 2, 2010 85–93 considerable progress, the management of chronic pain
86 • vissers et al.

still remains difficult.3,4 In a proportion of patients, no opioids (step 2) will be added and, if necessary, com-
clear etiological diagnosis can support the presenta- bined with co-analgesics. Finally, if pain persists, weak
tion of pain. Chronic low-back pain, for example, is opioids will be replaced by strong opioids (step 3)
commonly divided into disease-specific and atypical potentially with or without co-analgesics.13
low-back pain. The latter group is estimated to be Comparable pharmacological guidelines can be
approximately 90% of patients suffering low-back useful for the management of chronic nonmalignant
pain.5 Moreover, pharmacological and somatic treat- pain.14,15 One should however always consider that in
ments fail to provide prolonged pain relief,6 which result order to treat the multimodal character of chronic pain,
in misinterpretations and difficulties with reference to the pharmacological treatment must be combined with
medical judgment in the case of chronic pain patients.7 psychological, social, physical rehabilitation, and inter-
A classical, merely anatomic, understanding of the ventional techniques.16
disorder cannot explain why some, but not all, people
are disabled by pain in the absence of a specific organic THE ROLE OF OPIOIDS FOR THE MANAGEMENT
cause.8 Since the introduction of the biopsychosocial OF CANCER PAIN
model of chronic pain, its treatment has become multi-
Studies report that 33% of patients receiving active
modal and directed toward a maximum of pain reduc-
cancer treatment experience severe cancer-related
tion and a better quality of life, independence, and
pain.17 Despite the recognition that cancer pain seriously
mobility.9–12
interferes with the patient’s quality of life and all efforts
Pharmacological treatment is still a cornerstone of
to stimulate adequate pain management, estimates indi-
the management of patients suffering chronic pain.
cate that approximately 30% of the cancer patients do
AIM OF THIS REVIEW not receive appropriate pharmacological pain treat-
ment.18 Several factors contribute to this undertreat-
Opioids are generally considered to be efficient drugs for
ment, such as patients’ reluctance to report increasing
the management of chronic cancer and noncancer pain.
pain intensity out of fear that this means disease pro-
Achieving optimal therapeutic effect by increasing the
gression, and patients’ and physicians’ deficient knowl-
opioid dose may however be hindered by serious side
edge of opioid therapy, overestimating the risk for
effects. Opioid rotation or switch is a technique used
addiction and side effects. Long-acting opioid prepara-
to optimize the analgesic effect of opioids while keep-
tions form the cornerstone of cancer pain management,
ing side effects at a tolerable level. This article aims at
and short-acting opioids will be used for breakthrough
reviewing the available information regarding opioid
pain. The newer administration forms and molecules
rotation or switch in cancer and noncancer pain.
have provided physicians with a greater range of anal-
METHODS gesic options. In clinical practice, opioid pharmaco-
therapy for cancer and nonmalignant pain hinges on
A search in PubMed using the abstract words “opioid”
finding “a satisfactory balance between analgesia and
and (“rotation” or “switch”) was performed. The ab-
side effects.”19
stracts were reviewed by the authors, and the full papers
of those articles reporting clinical trials (retrospective,
prospective, and controlled) as well as the first reviews THE ROLE OF OPIOIDS FOR THE MANAGEMENT
were retrieved for further analysis. OF NONMALIGNANT PAIN
While over 80% of the cancer patients use the WHO
THE MANAGEMENT OF CHRONIC PAIN: A step 3 analgesics, health-care providers remain reluctant
STEPWISE PHARMACOLOGICAL APPROACH to initiate a prolonged opioid treatment for nonmalig-
The World Health Organization (WHO) established nant pain.20 Chronic pain management should initially
guidelines for the management of cancer pain13 repre- focus on treating the underlying cause, such as infection
sented in the well-known 3-step pain ladder, whereby or fracture. In a substantial proportion of patients,
treatment is initiated with non-opioid analgesics (step 1) which can be as high as 90%, no etiological diagnosis
potentially combined with co-analgesics. When these can support the presentation of pain, leaving a symp-
products are used at correct doses and in the right tomatic pain control as the main treatment. Recent
administration schedule without providing sufficient research demonstrates that opioids can have an additive
pain relief, or provoking intolerable side effects, weak value in the management of chronic pain.14
Evidence for Opioid Rotation • 87

PRESCRIBING OPIOIDS tations and defining limitations of therapy. Patients


The WHO recommendations for the management of must be fully informed about the nature of their treat-
cancer pain, suggesting the use of long-acting opioid ment and its possible benefits as well as harmful effects.
preparations on a fixed time dosing schedule, should A contract should be agreed between both parties, illus-
also be pursued when treating chronic pain of nonma- trating the patient is committed to the aims of the treat-
lignant origin. Evidence on the efficacy and safety of ment and is understanding that receiving opioid therapy
chronic opioid use in noncancer patients is progressively entails responsibilities. The patient agrees to inform his/
becoming available. However, more information is still her physician about his/her medical treatments, other
needed regarding the effect of long-acting vs. short- medications, and the occasional use of centrally acting
acting opioids, and differences in efficacy and safety substances such as alcohol or drugs. He/she commits
between the available m-receptor agonists need clarifica- to use only those analgesics prescribed by his/her treat-
tion.21 Recently published guidelines provide sugges- ing physician and not to ask prescriptions from other
tions for correct prescription of opioids.22 The chronic doctors. This contract should also allow performing
use of opioids is safe when they are correctly prescribed random blood and urine sampling for drug testing.
and monitored, minimizing the risk of substance depen- Especially, for patients with a history of drug abuse and
dence and abuse.23 Opioid treatment should be consid- aberrant drug-related behaviors, strict follow-up is man-
ered for both continuous neuropathic and nociceptive datory to allow timely identification of potential abuse
pain if other therapies fail to provide adequate anal- and addiction.18,22
gesia within a reasonable time frame.14 This treatment
approach has the objective to reduce pain as much as FACTORS INFLUENCING THE FAILURE OF
possible and to improve the patient’s quality of life, OPIOID TREATMENT
while keeping the side effects and risks at a minimal The most frequent reason for opioid treatment failure is
level. Both of these objectives should be assessed during that a dose increase necessary to control pain is limited
a specific well-defined trial period. The first weeks to by intolerable side effects. The pharmacological toler-
first months of opioid treatment in noncancer patients ance refers to the diminishment of opioid effects
are considered as a starting titration period that requires caused by repeated exposure to the drug. There may be
strict medical supervision in order to find an adequate many reasons for the induction of opioid tolerance.
dose of opioid until satisfactory pain relief is achieved First, chronic use of alcohol and barbiturates induces
and the severity of side effects can be judged. This increased metabolism of other medication (increasing
screening period can vary in length for each individual activity of cytochrome P450), resulting in a reduced
patient depending on the pharmacological response.22 pharmacological effect.24 Second, chronic receptor acti-
Those patients demonstrating a good clinical response vation induces adaptation of the neuronal systems by
to the use of opioids during this trial period can con- the expression of compensating mechanisms, whereby
tinue their opioid treatment chronically. During the the receptor has a reduced sensitivity for the agonist.25
initial trial period, selection of a specific opioid should Third, some metabolites may also induce receptor acti-
be carried out based on criteria such as efficacy, toler- vation.26 Finally, pain intensity for an individual patient
ability, safety, and ease of use. Chronic opioid treatment does not remain constant, making adequate dose titra-
is initiated at a low dose that is gradually increased tion of the strong opioid difficult. Because of the diver-
based on careful monitoring of the pain reduction and sity of the factors contributing to opioid tolerance, it is
the side effects.22 Possibly, several long-acting opioids a difficult-to-study subject.27
will have to be tested before the optimal management Opioid-induced hyperalgesia (OIH), a clinical entity
scheme is reached. This means that the patient experi- in which patients experience worsening of pain and
ences an adequate pain relief during the whole day, with abnormal symptoms such as allodynia, despite increas-
minimum side effects. Short-acting opioid preparations ing doses of opioid, is now accepted as a clinical reality
are reserved for the treatment of pain attacks (break- and should be differentiated from opioid tolerance.28
through pain) or as a help in the dose titration phase. OIH is thought to be caused by the simultaneous devel-
Chronic pain management should be individualized. opment of a pronociceptive process along with a desen-
Preferentially, the proposed treatment scheme is the sitization process, although the relative contribution of
result of consent between the pain patient and the phy- each is not yet clear.29 Cross-tolerance is the tolerance to
sician. This consent is useful for clarifying patient expec- one opioid that develops as the result of the continued
88 • vissers et al.

use of another substance with similar pharmacologi- when switching from oral to intrathecal drug admi-
cal action. Not all the WHO step 3 strong opioids have nistration. Evidence on the efficacy of intrathecal drug
a comparable pharmacological response in the same delivery is predominantly acquired in patients suffering
pathology. Intrinsic opioid receptor activity can vary cancer pain, where effective pain relief was demon-
significantly between the different strong opioids. strated.37 The implantable drug delivery systems faci-
Genetic factors are another cause for differences in litate the chronic intrathecal drug administration. A
opioid responsiveness.30 Differences between strong review of more than 20 years use of intrathecal opioid
opioids in the potential induction of tolerance and application with implantable pumps on the efficacy and
dependence have been attributed to differences in recep- safety of this treatment option in chronic noncancer pain
tor affinity, potency, efficacy, bioavailability, and half- concluded that an improvement in pain and functioning
life, constituting the relative activity of the particular was observed.38 There is, however, a lack of comparative
opioid m-receptor agonist. data with other treatments.
Opioids are m-receptor agonists; this means that Opioid rotation is a therapeutic strategy whereby the
coupled to the m-receptor, the complex “receptor- first opioid is stopped and replaced by a different opioid.
receptor agonist” induces a signal transduction. The The success of opioid rotation is based upon the incom-
quality and quantity of signaling by m-receptor agonists plete cross-tolerance between opioid analgesics implying
are determined by a variety of properties leading to a distinctly different pharmacodynamic and receptor
receptor activation (RA) and/or endocytosis and resen- interaction between opioids. A systematic review of 67
sitization (VE). Because ligand activity and the degree of publications relative to opioid rotation for reducing side
endocytosis are not always linear, each opioid has effects in patients suffering cancer pain found regain of
a particular relative activity vs. endocytosis (RAVE). satisfactory pain control and/or reduced side effects
The differences in RAVE are considered to be one expla- in 50 to 70% of patients.39 At present, there are no
nation for differences in the potential for develop- evidence-based guidelines for opioid choices with rota-
ing tolerance and/or dependence.25 For these reasons, tion. Changing from one opioid to another is not easy.
switching from one opioid to another is useful to Many physicians do not feel at ease with this technique
improve the individual responsiveness.31 because of the challenge to provide a safe adequate pain
relief during this period. The rationale for opioid choice
OPIOID ROTATION OR OPIOID SWITCH for rotation are listed in Table 1.
After a correct initiation and titration of the opioid, the Opioid tolerance inversely relates to opioid intrin-
initial clinical efficacy may wean off gradually.14 Patients sic efficacy, which significantly changes equivalents at
may experience breakthrough pain regardless of an higher doses. Intrinsic efficacy accounts for differ-
adequate adherence to therapy, which justifies a titra- ences in dose response and dose equivalence between
tion of the treatment regimen to higher doses. When opioids, and is partly the cause for asymmetrical cross-
these higher doses provoke unwanted side effects, tolerance between opioids.40 Therefore, choices for
opioid administration route conversion and/or opioid rotation can be from a narrow to a broad-spectrum
rotation may be considered. opioid binding profile or from low to high intrinsic
Conversion from oral or transdermal administration efficacy or both.
route to parenteral administration results more rapidly
in adequate analgesia.32 In two prospective nonran-
Table 1. Rationale for Opioid Choice during Rotation
domized studies in cancer patients,33,34 it was shown that
changing to the parenteral administration route was Rational choices for opioid rotation involve consideration of differences
in:
successful in 75 to 95% of the patients.35 The MOR receptor binding (fentanyl and methadone)
Intrathecal opioid administration has been practiced Opioid receptor type, other than MOR (KOR for oxycodone, DOR for
methadone and levorphanol, ORL-1 for buprenorphine)
since the discovery of the opioid receptors in the neural Affinity for opioid receptors
tissue. Administration of the opioid agonist close to Affinity for non-opioid receptors involved in analgesia (NMDA
receptor antagonist and monoamine reuptake inhibitors such as
the receptor results in the need of lower doses to achieve methadone and levorphanol)
comparable analgesia. When switching from oral mor- The ability to influence opioid receptor adaptation and intrinsic efficacy
phine or hydromorphone to the intrathecal adminis- (sufentanil, fentanyl, and methadone)
tration, the daily dose can be reduced by a factor 300.36
MOR, mu-opioid receptor; KOR, kappa-opioid receptor; DOR, delta-opioid receptor;
There is little information on the reduction in side effects NMDA, N-methyl D-aspartate.
Evidence for Opioid Rotation • 89

EQUIANALGESIC TABLES vidual characteristics, such as age, renal function, side


Equianalgesic tables can guide physicians to estimate the effects, and type of pain syndrome. It is important to
optimal dose for a patient of a new opioid that should realize that conversion ratios can differ according to the
replace the opioid to which the patient has started to patient population and the sensitivity of the underlying
develop tolerance. They provide only broad guidelines etiologies. Different pain syndromes, such as osteoar-
for selecting the dose of an opioid because of differences ticular diseases, neuropathic pain, or oncologic pain
between the populations studied to define the equivalent states, may demonstrate a variable and highly unpre-
dose, with those patients requiring opioid rotation. As dictable clinical response, which devaluates the impor-
stated above, there are large individual pharmacokinetic tance of conversion tables.44 Besides, in both chronic
and even larger pharmacodynamic differences in opioid noncancer and cancer patients, considerable inter-
pharmacology. individual differences exist in the pharmacokinetic
The calculations of equianalgesic doses often give the and pharmacodynamic behavior of different opioids,
highest dose for comparable analgesic effects. However, making an individual dose titration mandatory.22,39,45,46
these conversion tables have no scientific evidence.41
They are often based on results of older clinical trials SAFETY OF EQUIANALGESIC TABLES
that had the objective to compare the efficacy of two The majority of patients needs a lower dosing of the
opioids in a short time frame. Some of these trials new opioid than the dose theoretically calculated with
describe single medication administrations.42,43 The an equianalgesic table.43,47,48 Because of an incom-
treating physician should be well aware of the limita- plete cross-tolerance, it is recommended to reduce the
tions of equianalgesic tables. calculated dose by 33%. For safety reasons, the new
opioid will be initiated at the lowest dose that, if neces-
Ongoing diligent patient assessment is the most
sary, can be gradually increased to achieve adequate
important step in the equianalgesic conversion pro-
analgesia.35,43,45
cess. The conversion must take into account indi-
Reference works such as the Textbook of Pain
vidual patient characteristics such as age, renal
(Wall and Melzack, 5th edition)49 provide conversion
function, side effects and the patient’s pain syndrome.
tables whereby parenteral morphine 10 mg is used as
In addition, if the opioid dose is not adequate to
the unique comparator to calculate all other opioid
begin with, the conversion dose is less likely to be
doses in single patients. A recently published evidence-
effective. In all situations, once the patient is con-
based guideline for the management of cancer pain
verted, liberal titration and adjustment of individual-
offers a conversion table based on the literature50
ized doses for each patient are required to ensure that
(Table 2). Based on a retrospective cohort study in
the conversion transition is smooth and provides
patients with cancer and noncancer pain, the equipo-
the patient with the analgesia needed to adequately
tency ratio of transdermal buprenorphine to oral mor-
manage the pain.43
phine is established at 1:110 to 1:115.51 The available
So, the proposed opioid dose should be based on a conversion tables mainly report on the formulation(s)
theoretical dose calculation and titrated in accordance available in the country where the study is performed;
with the observed clinical efficacy and the patient’s indi- unfortunately, the formulations may differ from one

Table 2. Conversion Ratios for Opioid Rotation

Morphine Morphine Oxycodone Oxycodone Fentanyl Hydromorphone


Oral Subcutaneous/Intravenous Oral Subcutaneous/Intravenous Transdermal Oral
mg/24 hours mg/24 hours mg/24 hours mg/24 hours mcg/hours mg/24 hours

30 10 15 7.5 12 4
60 20 30 15 25 8
120 40 60 30 50 16
180 60 90 45 75 24
240 80 120 60 100 32
360 120 180 90 150 48
480 120 240 120 200 64

Buprenorphine was not included in the source guidelines. Mercadante32 identified a ratio of 70:1 for oral morphine : transdermal buprenorphine and 0.6:0.8 for transdermal
fentanyl : transdermal buprenorphine.
90 • vissers et al.

country to another, and although they may have proven treatment have been described.63 Most doctors fear
bioequivalence, the method to produce the controlled- delayed toxicity, and therefore are reluctant to consider
release formulation may be different. methadone as a first-line opioid or an option in opioid
rotation. However, dosing strategies are published in
EVIDENCE ON OPIOID ROTATION retrospective and prospective trials.
Opioid rotation or opioid switch is frequently carried Methadone potency is much higher than previously
out in the management of cancer pain. Retrospective published in older conversion tables dating from in
studies indicate that in 21 to 44% of the patients, opioid the 1980s and early 1990s. Recent studies have found
rotation is used.52–56 In prospective studies, those per- methadone’s relative potency increases with the dose of
centages are 1257 and 25%.58 There are no randomized morphine at the time of rotation.64,65 This is also true
controlled trials investigating the efficacy of opioid rota- for hydromorphone.66 Hence, opioid ratios will change
tion. A Cochrane review based on articles published with total opioid dose prior to methadone rotation.
until January 2003 found 52 publications: 14 uncon- A systematic review of opioid–methadone conversion
trolled prospective trials, 15 retrospective trials, and 23 ratios found 22 clinical studies and 19 case reports or
case reports.41 Since then, more information has become series on 730 patients in total. Methadone was most
available. Published studies are often based on retro- commonly used in cancer patients (88.9%). The most
spective chart reviews, but prospective studies have also common reasons for switching to methadone were a
been conducted.52,57 Almost all trials demonstrated that combination of inadequate analgesia and adverse
opioid rotation results in a better pain relief and/or less effects. This review highlights the wide variation in
side effects. More recently, the results of prospective ratios of dosing between the prerotation opioid and
trials have become available. Three papers report on the methadone. In general, a ratio of 4:1 was used for
switch from high-dose morphine to fentanyl (trans- patients who received < 90 mg daily oral morphine
dermal n = 9 and parenteral n = 11) in delirious cancer equivalent; a ratio of 5:1 was used for 90 to 400 mg
patients,59 transdermal buprenorphine (n = 42),60 and daily oral morphine equivalent and 10:1 for > 400 mg
oral oxycodone (n = 27).61 The reason for opioid rota- daily of oral morphine equivalent. The percent of
tion in these studies was inadequate analgesia because of successful rotations ranged from 46% to 89%.67
intolerable side effects that prevented dose increase. The rotation to methadone reported in trials can be
After switching from morphine to the alternate opioid, summarized in two strategies. A 3-day overlap rotation
the dose equivalent could be increased, resulting in schedule utilizes a morphine or morphine equivalent
better pain control, without increasing the burden of reduced by 30 to 50% per day, while simultaneously
intolerable side effects. Another prospective trial reports adding methadone. Respiratory depression was reported
on the rotation to sustained-release hydromorphone in two trials utilizing this strategy, and the time to achieve
(n = 50). Patients were switched from oral morphine, satisfactory analgesia and reduction of side effects
transdermal fentanyl, tramadol, oxycodone, or sublin- may be prolonged, making this method less attractive.68
gual buprenorphine.62 Another rotation strategy includes a “stop–start”
method with every 8 hours dosing using a linear dose
OPIOID ROTATION TO METHADONE ratio based upon prerotation morphine doses or an every
Methadone, which is less expensive than other 3 hours “as needed” dose strategy in which initial metha-
sustained-release opioid formulations, has a unique done doses are 1/10 the of the total morphine or equiva-
multiple receptor agonist profile that differs from lent dose. Responses with these dosing methods are seen
other strong opioids. Methadone is a m- and d-opioid in 80% of the patients. Moreover, dose requirements do
receptor agonist, an N-methyl D-aspartate antagonist, not appear to be related to age, gender, or type of pain.
and a strong inhibitor of serotonin and norepinephrine
reuptake. This unique pharmacodynamic profile can be CONCLUSION
beneficial in the treatment of chronic pain states. Its Opioid rotation should be considered as an option when
nonlinear pharmacokinetics, the large interindividual insufficient pain control and/or intolerable side effects
differences in drug clearance, time-dependent clearance, are reported with a given opioid therapy or when the
and different intrinsic efficacy compared with morphine, initially well-balanced and effective treatment no longer
makes it impossible to accurately predict equianalgesia provides the desired results. Equianalgesic tables can be
to other opioids. Fatal arrhythmias with methadone used as a guide for safe opioid rotation. Those equian-
Evidence for Opioid Rotation • 91

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