New England Journal of Medicine

EDITORIAL

The Ethics of Clinical Research in the Third World

Angell M. The ethics of clinical research in the third world.

N Engl J Med 1997;337:847-9.

 

Marcia Angell, M.D.

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An essential ethical condition for a randomized clinical trial

comparing two treatments for a disease is that there be no good

reason for thinking one is better than the other. (1,2) Usually,

investigators hope and even expect that the new treatment will be

better, but there should not be solid evidence one way or the

other. If there is, not only would the trial be scientifically

redundant, but the investigators would be guilty of knowingly

giving inferior treatment to some participants in the trial. The

necessity for investigators to be in this state of equipoise (2)

applies to placebo-controlled trials, as well. Only when there is

no known effective treatment is it ethical to compare a potential

new treatment with a placebo. When effective treatment exists, a

placebo may not be used. Instead, subjects in the control group

of the study must receive the best known treatment. Investigators

are responsible for all subjects enrolled in a trial, not just

some of them, and the goals of the research are always secondary

to the well-being of the participants. Those requirements are

made clear in the Declaration of Helsinki of the World Health

Organization (WHO), which is widely regarded as providing the

fundamental guiding principles of research involving human

subjects. (3) It states, "In research on man [sic], the interest

of science and society should never take precedence over

considerations related to the wellbeing of the subject," and "In

any medical study, every patient -- including those of a control

group, if any -- should be assured of the best proven diagnostic

and therapeutic method."

One reason ethical codes are unequivocal about investigators'

primary obligation to care for the human subjects of their

research is the strong temptation to subordinate the subjects'

welfare to the objectives of the study. That is particularly

likely when the research question is extremely important and the

answer would probably improve the care of future patients

substantially. In those circumstances, it is sometimes argued

explicitly that obtaining a rapid, unambiguous answer to the

research question is the primary ethical obligation. With the

most altruistic of motives, then, researchers may find themselves

slipping across a line that prohibits treating human subjects as

means to an end. When that line is crossed, there is very little

left to protect patients from a callous disregard of their

welfare for the sake of research goals. Even informed consent,

important though it is, is not protection enough, because of the

asymmetry in knowledge and authority between researchers and

their subjects. And approval by an institutional review board,

though also important, is highly variable in its responsiveness

to patients' interests when they conflict with the interests of

researchers.

A textbook example of unethical research is the Tuskegee Study of

Untreated Syphilis. (4) In that study, which was sponsored by the

U.S. Public Health Service and lasted from 1932 to 1972, 412 poor

African-American men with untreated syphilis were followed and

compared with 204 men free of the disease to determine the

natural history of syphilis. Although there was no very good

treatment available at the time the study began (heavy metals

were the standard treatment), the research continued even after

penicillin became widely available and was known to be highly

effective against syphilis. The study was not terminated until it

came to the attention of a reporter and the outrage provoked by

front-page stories in the Washington Star and New York Times

embarrassed the Nixon administration into calling a halt to it.

(5) The ethical violations were multiple: Subjects did not

provide informed consent (indeed, they were deliberately

deceived); they were denied the best known treatment; and the

study was continued even after highly effective treatment became

available. And what were the arguments in favor of the Tuskegee

study? That these poor African-American men probably would not

have been treated anyway, so the investigators were merely

observing what would have happened if there were no study; and

that the study was important (a "never-to-be-repeated

opportunity," said one physician after penicillin became

available). (6) Ethical concern was even stood on its head when

it was suggested that not only was the information valuable, but

it was especially so for people like the subjects -- an

impoverished rural population with a very high rate of untreated

syphilis. The only lament seemed to be that many of the subjects

inadvertently received treatment by other doctors.

Some of these issues are raised by Lurie and Wolfe elsewhere in

this issue of the Journal. They discuss the ethics of ongoing

trials in the Third World of regimens to prevent the vertical

transmission of human immunodeficiency virus (HIV) infection. (7)

All except one of the trials employ placebo-treated control

groups, despite the fact that zidovudine has already been clearly

shown to cut the rate of vertical transmission greatly and is now

recommended in the United States for all HIV-infected pregnant

women. The justifications are reminiscent of those for the

Tuskegee study: Women in the Third World would not receive

antiretroviral treatment anyway, so the investigators are simply

observing what would happen to the subjects' infants if there

were no study. And a placebo-controlled study is the fastest,

most efficient way to obtain unambiguous information that will be

of greatest value in the Third World. Thus, in response to

protests from Wolfe and others to the secretary of Health and

Human Services, the directors of the National Institutes of

Health (NIH) and the Centers for Disease Control and Prevention

(CDC) -- the organizations sponsoring the studies -- argued, "It

is an unfortunate fact that the current standard of perinatal

care for the HIV-infected pregnant women in the sites of the

studies does not include any HIV prophylactic intervention at

all," and the inclusion of placebo controls "will result in the

most rapid, accurate, and reliable answer to the question of the

value of the intervention being studied compared to the local

standard of care." (8)

Also in this issue of the Journal, Whalen et al. report the

results of a clinical trial in Uganda of various regimens of

prophylaxis against tuberculosis in HIV-infected adults, most of

whom had positive tuberculin skin tests. (9) This study, too,

employed a placebo-treated control group, and in some ways it is

analogous to the studies criticized by Lurie and Wolfe. In the

United States it would probably be impossible to carry out such a

study, because of long-standing official recommendations that

HIV-infected persons with positive tuberculin skin tests receive

prophylaxis against tuberculosis. The first was issued in 1990 by

the CDC's Advisory Committee for Elimination of Tuberculosis.

(10) It stated that tuberculin-test-positive persons with HIV

infection "should be considered candidates for preventive

therapy." Three years later, the recommendation was reiterated

more strongly in a joint statement by the American Thoracic

Society and the CDC, in collaboration with the Infectious

Diseases Society of America and the American Academy of

Pediatrics. (11) According to this statement, "... the

identification of persons with dual infection and the

administration of preventive therapy to these persons is of great

importance." However, some believe that these recommendations

were premature, since they were based largely on the success of

prophylaxis in HIV-negative persons. (12)

Whether the study by Whalen et al. was ethical depends, in my

view, entirely on the strength of the preexisting evidence. Only

if there was genuine doubt about the benefits of prophylaxis

would a placebo group be ethically justified. This is not the

place to review the scientific evidence, some of which is

discussed in the editorial of Msamanga and Fawzi elsewhere in

this issue. (13) Suffice it to say that the case is debatable.

Msamanga and Fawzi conclude that "future studies should not

include a placebo group, since preventive therapy should be

considered the standard of care." I agree. The difficult question

is whether there should have been a placebo group in the first

place.

Although I believe an argument can be made that a

placebo-controlled trial was ethically justifiable because it was

still uncertain whether prophylaxis would work, it should not be

argued that it was ethical because no prophylaxis is the "local

standard of care" in sub-Saharan Africa. For reasons discussed by

Lurie and Wolfe, that reasoning is badly flawed. (7) As mentioned

earlier, the Declaration of Helsinki requires control groups to

receive the "best" current treatment, not the local one. The

shift in wording between "best" and "local" may be slight, but

the implications are profound. Acceptance of this ethical

relativism could result in widespread exploitation of vulnerable

Third World populations for research programs that could not be

carried out in the sponsoring country. (14) Furthermore, it

directly contradicts the Department of Health and Human Services'

own regulations governing U.S.-sponsored research in foreign

countries, (15) as well as joint guidelines for research in the

Third World issued by WHO and the Council for International

Organizations of Medical Sciences, (16) which require that human

subjects receive protection at least equivalent to that in the

sponsoring country. The fact that Whalen et al. offered isoniazid

to the placebo group when it was found superior to placebo

indicates that they were aware of their responsibility to all the

subjects in the trial.

The Journal has taken the position that it will not publish

reports of unethical research, regardless of their scientific

merit. (14,17) After deliberating at length about the study by

Whalen at al., the editors concluded that publication was

ethically justified, although there remain differences among us.

The fact that the subjects gave informed consent and the study

was approved by the institutional review board at the University

Hospitals of Cleveland and Case Western Reserve University and by

the Ugandan National AIDS Research Subcommittee certainly

supported our decision but did not allay all our misgivings. It

is still important to determine whether clinical studies are

consistent with preexisting, widely accepted ethical guidelines,

such as the Declaration of Helsinki, and with federal

regulations, since they cannot be influenced by pressures

specific to a particular study.

Quite apart from the merits of the study by Whalen et al., there

is a larger issue. There appears to be a general retreat from the

clear principles enunciated in the Nuremberg Code and the

Declaration of Helsinki as applied to research in the Third

World. Why is that? Is it because the "local standard of care" is

different? I don't think so. In my view, that is merely a

self-serving justification after the fact. Is it because diseases

and their treatments are very different in the Third World, so

that information gained in the industrialized world has no

relevance and we have to start from scratch? That, too, seems an

unlikely explanation, although here again it is often offered as

a justification. Sometimes there may be relevant differences

between populations, but that cannot be assumed. Unless there are

specific indications to the contrary, the safest and most

reasonable position is that people everywhere are likely to

respond similarly to the same treatment.

I think we have to look elsewhere for the real reasons. One of

them may be a slavish adherence to the tenets of clinical trials.

According to these, all trials should be randomized,

double-blind, and placebo-controlled, if at all possible. That

rigidity may explain the NIH's pressure on Marc Lallemant to

include a placebo group in his study, as described by Lurie and

Wolfe. (7) Sometimes journals are blamed for the problem, because

they are thought to demand strict conformity to the standard

methods. That is not true, at least not at this journal. We do

not want a scientifically neat study if it is ethically flawed,

but like Lurie and Wolfe we believe that in many cases it is

possible, with a little ingenuity, to have both scientific and

ethical rigor.

The retreat from ethical principles may also be explained by some

of the exigencies of doing clinical research in an increasingly

regulated and competitive environment. Research in the Third

World looks relatively attractive as it becomes better funded and

regulations at home become more restrictive. Despite the

existence of codes requiring that human subjects receive at least

the same protection abroad as at home, they are still honored

partly in the breach. The fact remains that many studies are done

in the Third World that simply could not be done in the countries

sponsoring the work. Clinical trials have become a big business,

with many of the same imperatives. To survive, it is necessary to

get the work done as quickly as possible, with a minimum of

obstacles. When these considerations prevail, it seems as if we

have not come very far from Tuskegee after all. Those of us in

the research community need to redouble our commitment to the

highest ethical standards, no matter where the research is

conducted, and sponsoring agencies need to enforce those

standards, not undercut them.

Marcia Angell, M.D.

 References

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2. Freedman B. Equipoise and the ethics of clinical research. N

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3. Declaration of Helsinki IV, 41st World Medical Assembly, Hong

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4. Twenty years after: the legacy of the Tuskegee syphilis study.

Hastings Cent Rep 1992;22(6):29-40.

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1992;22(6):29-32.

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7. Lurie P, Wolfe SM. Unethical trials of interventions to reduce

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8. The conduct of clinical trials of maternal-infant transmission

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9. Whalen CC, Johnson JL, Okwera A, et al. A trial of three

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15. Protection of human subjects, 45 CFR (section mark)46 (1996).

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Copyright © 1997 by the Massachusetts Medical Society