Occurrence of tuberculosis in the municipality of Governador Valadares in comparison with national and state-level data from Minas Gerais: an analysis of reported cases from 2001 to 2022 in the Notifiable Diseases Information System

Ocorrência de tuberculose no município de Governador Valadares, no âmbito nacional e do estado de Minas Gerais: uma análise dos casos notificados de 2001 a 2022 no Sistema de Informação de Agravos de Notificação

 

Kíssylla Emilly Santos Azevedo1, Michel Rodrigues Moreira2

 

1,2 Universidade Federal de Juiz de Fora, Departamento de Farmácia do Instituto de Ciências da Vida. Governador Valadares, MG, Brazil.

 

Received on 07/08/2025

Approved on 11/12/2025

DOI: 10.21877/2448-3877.202500249.en

 

INTRODUCTION

 

Tuberculosis represents a worldwide public health problem and is particularly severe in Brazil.(1) It is an infectious and communicable disease that may be caused by bacteria belonging to the Mycobacterium tuberculosis complex: M. tuberculosis, M. bovis, M. africanum, M. canetti, M. microti, M. pinnipedi, and M. caprae.(2) In public health, the most relevant species in Brazil is Mycobacterium tuberculosis, an obligate aerobic, slow-growing bacillus transmitted through inhalation of aerosols produced by infected individuals.(3,2) Most cases are associated with poverty, poor living conditions, alcoholism, smoking, and high rates of HIV/AIDS coinfection.(3)

The lungs are the most affected organs; however, the bacillus may invade the bloodstream and the lymphatic circulation, disseminating and affecting other organs and tissues.(4) In the pulmonary form, the most common symptoms are fever, night sweats, hemoptysis, fatigue, and productive cough; in extrapulmonary tuberculosis, symptoms may vary and are related to the affected organ or organs.(5) The diagnosis of tuberculosis includes microbiological culture, molecular tests, sputum microscopy, and chest radiography.(3,5)

In Europe, between the 17th and 19th centuries, the disease accounted for approximately 30% of deaths; in 2022, tuberculosis was the second leading cause of death caused by a single infectious agent worldwide, surpassed only by COVID-19, with an estimated 7.5 million new cases in the same year. According to the World Health Organization (WHO), this number represents individuals who probably developed tuberculosis in previous years but were unable to receive diagnosis or treatment due to the COVID-19 pandemic. According to the WHO, approximately 410 thousand people developed the multidrug-resistant form of the disease, while the number of individuals diagnosed and starting treatment was lower than that observed in 2019, before the aforementioned pandemic.(3)

Brazil is among the 30 countries with the highest tuberculosis burden, which together account for 87% of all cases worldwide.(3) According to the epidemiological bulletin of the Health Surveillance Secretariat of the Ministry of Health(6) (2024), it is estimated that, in 2022, 85,604 new cases were diagnosed and 5,845 deaths were recorded in the country. In Minas Gerais (MG), the incidence of new cases in 2023 was approximately 17.7 cases per 100,000 inhabitants, below the national average for the same year, which was 37 cases per 100,000 inhabitants.(6) In Governador Valadares (GV), in 2019, 37.9 cases per 100,000 inhabitants were recorded.(7)

The objective of this study was to perform a retrospective analysis of the epidemiological distribution of reported tuberculosis cases in the municipality of Governador Valadares using remotely available databases and to compare these data with national data and those from the state of Minas Gerais.

 

METHODS

 

An observational, retrospective study was conducted using secondary data obtained from the Brazilian Notifiable Diseases Information System (SINAN), available on the electronic platform of the Department of Informatics of the Unified Health System (DATASUS), which was accessed through the website https://datasus.saude.gov.br/acesso-a-informacao/casos-de-tuberculose-desde-2001-sinan/ between November 2024 and February 2025, with the aim of obtaining information from January 2001 to December 2022. A survey of reported tuberculosis cases was performed in Governador Valadares (GV), in Brazil (BR), and in the state of Minas Gerais (MG), considering age group, race/ethnicity, sex, and educational level.

Percentages were also determined according to area of residence, type of entry in the notification system, institutionalization status, people experiencing homelessness, health profession, and clinical form (pulmonary or extrapulmonary), considering the most affected organs and underlying conditions, such as HIV/AIDS seropositivity, diabetes, alcoholism, and smoking. In addition, the percentages of cases with laboratory confirmation were determined, whether by the first or second sputum smear microscopy and culture test, as well as the percentage of cases that showed sensitivity or resistance to isoniazid, rifampicin, and other first-line antimicrobials, and the outcome status of tuberculosis cases was also determined.

In this study, the research objects consisted of public data obtained through remote consultation of the SINAN–DATASUS platform. There was no contact between researchers and patients, no biological material was requested from patients, and no patient identification was performed.

The results obtained in GV were compared with those found at the other levels, and the analyses of rates for each evaluated variable were performed using an inference test for incidence rates through the BioEstat 5.3 software (Belém, PA, Brazil). Statistical significance was defined as p ≤ 0.05.

 

RESULTS

 

During the evaluated period, 1,967,733 tuberculosis cases were reported in SINAN throughout BR, of which 101,281 occurred in MG and 2,969 in GV; among these, 6.9%, 5.7%, and 6.1%, respectively, corresponded to relapse after treatment. Male individuals were the most affected at all evaluated levels, corresponding to 67.6% (BR), 68.9% (MG), and 71.1% (GV) of the cases. Among women, in 1.2% of cases in BR and 1% of cases in MG and GV, cases occurred during pregnancy, with a higher number of cases in the second trimester of gestation at all evaluated levels.

The age group from 20 to 29 years was the most affected in BR (23.7%) and in GV (20.8%); in MG, individuals aged 40–49 years showed the highest rate (21.4%). Regarding race/ethnicity, the Mixed-race population presented the highest number of occurrences at all evaluated levels, being affected in 39.3%, 36.9%, and 49.6% of the cases in BR, MG, and GV, respectively, as well as individuals with incomplete middle school (5th–8th grade), who presented rates of 21.4% (BR), 15.3% (MG), and 21.9% (GV) (Table 1).

After analyzing the reported cases according to area of residence, it was observed that residents of urban areas were the most affected at the three evaluated levels (Table 1), with a considerable occurrence of cases among the people experiencing homelessness, illicit drug users, smokers, alcohol users, as well as among incarcerated individuals and institutionalized individuals (Table 2). Health professionals presented infection rates of 0.5%, 0.4%, and 0.3% in BR, MG, and GV, respectively, in relation to the total evaluated population.

Among the comorbidities observed in individuals affected by this infection, a considerable number of cases occurred among HIV/AIDS-seropositive individuals, individuals with diabetes, and those with mental disorders. The exclusively pulmonary form of the disease was the most frequent, with rates of 83.8%, 79.8%, and 81.5% in BR, MG, and GV, respectively. Regarding extrapulmonary tuberculosis, the presence of infection in the pleura and peripheral lymph nodes, among other sites, was observed at all evaluated levels (Table 3).

Most tuberculosis cases had laboratory confirmation in BR (58.4%), MG (58.2%), and GV (54.9%), with sputum smear microscopy being the most frequently used technique. The first smear microscopy showed positive results in 52.5% (BR), 54.4% (MG), and 50.5% (GV) of the cases reported in SINAN; however, in 10.7% (BR), 13.6% (MG), and 14.4% (GV) of the cases, diagnostic confirmation occurred only after a second smear microscopy. Some individuals had laboratory confirmation by culture test, which showed positive results in 14.8% (BR), 12.4% (MG), and 13% (GV) of the reported cases, and antimicrobial susceptibility testing detected some cases of resistance to the antimicrobials most commonly used during treatment (Table 4).

Directly observed treatment (DOT) was not performed in most cases in the country; however, in MG and GV this type of treatment was applied to the majority of individuals. In some cases, positive sputum smear results were observed after the second and sixth months of treatment at all three evaluated levels (Table 5).

Most cases progressed to cure in BR (67.6%), MG (69.7%), and GV (71.3%) [p ≤ 0.05 in relation to BR]; however, in 2.8% (BR), 3.1% (MG), and 5.9% (GV) [p ≤ 0.05 in relation to BR and MG] of the cases, the outcome was death attributed to tuberculosis, with a significantly higher rate in GV compared with BR and MG. It is important to note that treatment abandonment rates were 12.4%, 12.7%, and 11.3% in BR, MG, and GV [p ≤ 0.05 in relation to MG], respectively.

 

Table 1

Demographic characteristics of individuals with tuberculosis from January 2001 to December 2022 in Brazil, Minas Gerais, and Governador Valadares.

Demographic Data Brazil Minas Gerais Governador Valadares
Total cases by sex BR n (%) MG n (%) GV n (%)
Unknown 349 (0.01) 1 (0.1) –
Female 637,757 (32.4)* 31,469 (31.8)* 857 (28.9)
Male 1,329,627 (67.6)* 69,811 (68.9) 2,112 (71.1)
Total cases by age group BR n (%) MG n (%) GV n (%)
<1 8,706 (0.4) 350 (0.3) 9 (0.3)
01-04 15,429 (0.8)* 680 (0.7) 12 (0.4)
05-09 14,072 (0,7) 687 (0.7) 15 (0.5)
10-14 24,821 (1.3)* 988 (0.9) 23 (0.8)
15-19 110,993 (5.6) 4,174 (4.1)* 165 (5.5)
20-29 466,215 (23.7)* 17,968 (17.7)* 619 (20.8)
30-39 428,365 (21.8) 21,495 (21.2) 615 (20.7)
40-49 364,550 (18.5) 21,670 (21.4)* 584 (19.6)
50-59 267,200 (13.6) 15,761 (15.6)* 410 (13.8)
60-69 155,786 (7.9)* 9,620 (9.5) 268 (9)
70-79 78,805 (4)* 5,524 (5.4) 175 (5.9)
80+ 31,418 (1.6)* 2,361 (2.3) 74 (2.5)
Total cases according to race/ethnicity BR n (%) MG n (%) GV n (%)
Unknown 374,052 (19)* 12,652 (12.5)* 480 (16.1)
White 551,142 (28)* 32,003 (31.6)* 578 (19.5)
Black 233,475 (11.9)* 17,986 (17.7)* 414 (13.9)
Asian 16,366 (0.8) 1,022 (1)* 15 (0.5)
Mixed-race 773,776 (39.3)* 37,334 (36.8)* 1,474 (49.6)
Indigenous 18,732 (0.9)* 284 (0.3) 8 (0.2)
Total cases according to educational level BR n (%) MG n (%) GV n (%)
Illiterate 551,822 (28)* 37,526 (37)* 752 (25.3)
1st–4th grade incomplete 116,658 (5.9)* 5,979 (5.9)* 230 (7.7)
1st–4th grade complete 239,669 (12.2)* 14,928 (14.7) 452 (15.2)
5th–8th grade incomplete 76,957 (3.9) 5,105 (5)* 120 (4)
5th–8th grade complete 421,559 (21.4) 15,567  (15.4)* 652 (22)
Middle school complete 78,113 (4) 4,127 (4.8) 128 (4.3)
High school incomplete 230,282 (11.7)* 7,210 (7.1)* 281 (9.5)
High school complete 119,663 (6.1)* 5,694 (5.6)* 223 (7.5)
Higher education incomplete 36,493 (1.8)* 773 (0.7) 31 (1)
Higher education complete 60,526 (3.1) 2,985 (2.9) 75 (2.5)
Not applicable 35,991 (1.8)* 1,387 (1.4)* 25(0.8)
Total cases according to area of residence BR n (%) MG n (%) GV n (%)
Unknown/Not reported 913,394 (46.4)* 28,899 (28.5) 903 (30.4)
Urban 938,453 (47.7)* 64,540 (63.7) 1,861 (62.7)
Rural 107,477 (5.5) 7,236 (7.1)* 163 (5.5)
Peri-urban 8,409 (0.4)* 606 (0.6)* 42 (1.4)
Total 1,967,733 101,281 2,969

P ≤ 0.05 in relation to GV.

Table 2

General characteristics of individuals with tuberculosis from January 2001 to December 2022 in Brazil, Minas Gerais, and Governador Valadares.

Characteristics Brazil Minas Gerais Governador Valadares
Total cases among people experiencing homelessness BR n (%) MG n (%) GV n (%)
Unknown/Not reported 1,170,003 (59.4)* 67,847 (67) 1,925 (64.8)
Yes 31,979 (1.6)* 1,649 (1.6)* 561 (18.9)
No 765,751 (38.9)* 31,785 (31.4) 988 (33.2)
Total cases according to use of illicit drugs BR n (%) MG n (%) GV n (%)
Unknown/Not reported 1,183,532 (60.1)* 69,361 (68.5) 1,957 (65.9)
Yes 127,219 (6.4)* 5,037 (5)* 233 (7.8)
No 656,982 (34.4)* 26,883 (26.5) 779 (26.2)
Total cases according to smoking status BR n (%) MG n (%) GV n (%)
Unknown/Not reported 1,180,594 (60)* 69,030 (66.8)* 1,924 (64.8)
Yes 182,875 (9.3)* 9,741 (9.6)* 426 (14.3)
No 604,264 (30.7)* 22,510 (22.2) 619 (20.8)
Total cases according to alcohol use BR n (%) MG n (%) GV n (%)
Unknown/Not reported 614,663 (31.2)* 34,076 (33.6) 1,036 (34.9)
Yes 275,182 (14)* 21,279 (21)* 541 (18.2)
No 1,077,888 (54.8)* 45,926 (45.3) 1,392 (46.8)
Total cases among incarcerated individuals BR n (%) MG n (%) GV n (%)
Unknown/Not reported 1,163,757 (59.1)* 67,703 (66.8) 1,926 (64.9)
Yes 92,176 (4.7) 2,360 (2.3)* 152 (5.1)
No 711,800 (36.2)* 31,218 (30.8) 891 (30)
Total cases according to institutionalization status BR n (%) MG n (%) GV n (%)
Unknown/Not reported 1,378,033 (70)* 64,741 (63.9) 1,883 (63.4)
No 526,689 (26.7)* 33,507 (33) 1,031 (34.7)
Prison 41,601 (2.1)* 1,627 (1.6) 34 (1.1)
Nursing home 1,212 (0) 16 (0) 2 (0.1)
Orphanage 1,231 (0) 85 (0.1) 1 (0)
Other 17,573 (0.9) 1,090 (1.1)* 18 (0.6)
Psychiatric hospital 1,394 (0.1) 70 (0.1) –
Total 1,967,733 101,281 2,969

P ≤ 0.05 in relation to GV.

Table 3

Clinical characteristics of individuals with tuberculosis from January 2001 to December 2022 in Brazil, Minas Gerais, and Governador Valadares.

Characteristics Brazil Minas Gerais Governador Valadares
Total cases according to HIV status BR n (%) MG n (%) GV n (%)
Unknown 4,518 (0.2) 116 (0.1) 4 (0.1)
Positive 198,669 (10)* 9,182 (9.1)* 156 (5.2)
Negative 1,022,219 (52)* 43,956 (43.4) 1,229 (41.4)
In progress 122,356 (6.2)* 6,236 (6.1)* 68 (2.3)
Not performed 619,971 (31.5)* 41,791 (41.2)* 1,512 (50.9)
Total cases according to diabetes BR n (%) MG n (%) GV n (%)
Unknown/Not reported 639,894 (32.5)* 37,937 (37.4) 1,085 (36.5)
Yes 112,584 (5.7) 6,039 (6) 166 (5.6)
No 1,215,255 (61.7)* 57,305 (56.6) 1,718 (57.9)
Total cases according to mental disorders BR n (%) MG n (%) GV n (%)
Unknown/Not reported 649,102 (33)* 38,845 (38.3)* 1,066 (35.9)
Yes 38,457 (1.9) 2,939 (2.9)* 53 (1.8)
No 1,280,174 (65) 59,497 (58.7)* 1,850 (62.3)
Total cases according to clinical form BR n (%) MG n (%) GV n (%)
Unknown/Not reported 1,961 (0.1) 121 (0.1) 3 (0.1)
Pulmonary 1,649,906 (83.8) 80,839 (79.8) 2,421 (81.5)
Extrapulmonary 252,532 (12.8)* 16,435 (16.2) 464 (15.6)
Pulmonary + extrapulmonary 63,334 (3.2) 3,886 (3.8)* 81 (2.7)
Total cases according to affected organ in extrapulmonary tuberculosis BR n (%) MG n (%) GV n (%)
Unknown/Not reported 1,654,745 (84.1) 81,054 (80) 2,426 (81.7)
Pleural 122,290 (6.2)* 7,946 (7.8) 253 (8.5)
Peripheral lymph nodes 62,979 (3.2) 3,827 (3.7)* 84 (2.8)
Genitourinary 7,872 (0.4) 959 (0.9)* 14 (0.5)
Bone 14,346 (0.7) 977 (0.9) 30 (1)
Ocular 8,507 (0.4)* 814 (0.8) 32 (1.1)
Miliary 25,161 (1.3)* 1,728 (1.7) 64 (2.1)
Meningoencephalic 17,163 (0.9)* 1,365 (1.3)* 12 (0.4)
Cutaneous 4,310 (0.2) 297 (0.3) 5 (0.2)
Laryngeal 13,341 (0.7)* 173 (0.8) 7 (0.2)
Other 37,017 (1.9) 2,141 (2.1)* 45 (1.5)
Total 1,967,733 101,281 2,969

P ≤ 0.05 in relation to GV.

Table 4

Laboratory-confirmed tuberculosis cases from January 2001 to December 2022 in Brazil, Minas Gerais, and Governador Valadares.

Characteristics Brazil Minas Gerais Governador Valadares
Total cases with laboratory confirmation BR n (%) MG n (%) GV n (%)
Yes 1,150,661 (58.5)* 58,970 (58.2)* 1,632 (54.9)
No 817,072 (41.5)* 42,311 (41.7)* 1,337 (45.1)
Total cases according to first sputum smear microscopy BR n (%) MG n (%) GV n (%)
Unknown 1,933  (0.1) 121 (0.1) 3 (0.1)
Positive 1,034,064 (52.5) 55,019 (54.3)* 1,500 (50.5)
Negative 420,306 (21.3)* 20,312 (20)* 694 (23.4)
Not performed 475,696 (24.2) 24,168 (23.8) 755 (25.4)
Not applicable 35,734 (1.8)* 1,661 (1.6)* 17 (0.6)
Total cases according to second sputum smear microscopy BR n (%) MG n (%) GV n (%)
Unknown 1,448,277 (73.6)* 63,641 (62.8) 1,875 (63.1)
Positive 210,474 (10.7)* 13,780 (13.6) 426 (14.3)
Negative 111,468 (5.6)* 6,925 (6.8) 222 (7.5)
Not performed 197,514 (10)* 16,935 (16.7)* 446 (15)
Total cases per culture test BR n (%) MG n (%) GV n (%)
Unknown 5,784 (0.3) 121 (0.1) 3 (0.1)
Positive 292,749 (14.8)* 12,638 (12.5) 387 (13)
Negative 141,653 (7.2) 6,047 (6)* 207 (7)
In progress 96,584 (4.9)* 4,638 (4.6)* 53 (1.8)
Not performed 1,430,963 (72.7)* 77,837 (76.8) 2,319 (78.1)
Total cases by susceptibility to antimicrobials BR n (%) MG n (%) GV n (%)
Unknown/Not reported 1,503,364 (76.4)* 90,740 (89.6) 2,593 (87.3)
Resistant to isoniazid 3,987 (0.2) 146 (0.1) 9 (0.3)
Resistant to rifampicin 1,636 (0.1) 52 (0) –
Resistant to isoniazid and rifampicin 2,533 (0.1) 111 (0.1) 4 (0.1)
Resistant to first-line drugs 3,090 (0.1) 172 (0.1)* 23 (0.7)
Susceptible 102,489 (5.2)* 4,637 (4.6)* 238 (8)
In progress 13,288 (0.7)* 344 (0.3) 4 (0.1)
Not performed 337,346 (1.9)* 5,079 (5)* 98 (3.3)
Total 1,967,733 101,281 2,969

P ≤ 0.05 in relation to GV.

Table 5

Treatment follow-up of individuals with tuberculosis from January 2001 to December 2022 in Brazil, Minas Gerais, and Governador Valadares.

Characteristics Brazil Minas Gerais Governador Valadares
Total cases according to directly observed therapy (DOT) BR n (%) MG n (%) GV n (%)
Unknown/Not reported 823,371 (41.8)* 38,311 (37.8)* 818 (27.5)
Yes 547,149 (27.8)* 35,305 (34.8)* 1,348 (45.4)
No 597,213 (30.3)* 27,665 (27.3) 803 (27)
Total cases according to sputum smear microscopy after 2 months of treatment BR n (%) MG n (%) GV n (%)
Unknown/Not reported 571,781 (29)* 23,127 (22.8)* 242 (8.1)
Positive 107,582 (5.4) 8,830 (8.7)* 166 (5.6)
Negative 498,615 (25.3)* 26,060 (25.7)* 1,080 (36.3)
Not performed 706,429 (35.9)* 36,560 (36.1)* 1,311 (44.1)
Not applicable 83,326 (4.2)* 6,704 (6.6) 170 (5.7)
Total cases according to sputum smear microscopy after 6 months of treatment BR n (%) MG n (%) GV n (%)
Unknown/Not reported 763,618 (38.8)* 33,678 (33.2)* 365 (12.3)
Positive 10,167 (0.5) 548 (0.5) 13 (0.4)
Negative 474,582 (24.1)* 27,988 (27.6)* 1,007 (33.9)
Not performed 635,426 (32.3)* 32,365 (31.9)* 1,414 (47.6)
Not applicable 83,940 (4.3)* 6,702 (6.6) 170 (5.7)
Total 1,967,733 101,281 2,969

P ≤ 0.05 in relation to GV.

 

DISCUSSION

 

Tuberculosis is one of the oldest diseases affecting humanity, and Brazil is among the countries with the highest burden of this disease.(3,8) In the present study, most affected individuals, at all evaluated levels, were male, with rates similar to the national average reported by the Brazilian Ministry of Health between 2020 and 2022, which reached 70%,(6) and to the results found in previous studies.(8,9) Chidambaram et al.(10) (2021) also observed that male patients tend to present more severe tuberculosis, with more episodes of hemoptysis and greater pulmonary damage, which may be associated with hormonal factors and differential activation of genes linked to the X chromosome.

In BR, 1.2% of women affected by the disease were pregnant, as were 1% in MG and in GV. Tuberculosis during pregnancy is an important cause of maternal and fetal morbidity and mortality, leading to increased rates of unfavorable outcomes for both mother and fetus, including “abortion, preeclampsia, prematurity, low birth weight, anemia, postpartum hemorrhage, sepsis, and even maternal death”.(11) In addition, pregnancy affects the diagnosis of tuberculosis by interfering with the performance of imaging tests and with the differentiation between symptoms of the disease and those common to pregnancy, which may lead to delayed diagnosis and consequently increase the risk of adverse effects for both mother and fetus.(12) Treatment is similar to that used for nonpregnant women: two months of isoniazid, rifampicin, pyrazinamide, and ethambutol followed by seven months of isoniazid and rifampicin, in order to avoid the risk of relapse, with hepatotoxicity being the main adverse effect.(13) However, in the study by Beck-Friss et al.(14) (2020), pregnant patients presented hepatic transaminase levels up to five times higher than those of nonpregnant patients during treatment, with normalization after temporary discontinuation of the medications, suggesting that pregnancy increases the risk of hepatotoxicity during tuberculosis treatment. Even so, the absence of treatment during pregnancy presented a higher risk when compared with a possible occurrence of adverse drug reactions, especially due to the possibility of developing congenital tuberculosis.(12)

The most affected age group in BR and GV was 20–29 years, whereas in MG it was 40–49 years. These results are consistent with those reported by Sousa et al.(15) (2020), Silva et al.(9) (2020), and Dias et al.(16) (2022). This pattern may be explained by the protection provided by the BCG vaccine, which is effective for approximately 15 years and may be associated with greater susceptibility to M. tuberculosis infection in adults, since there are no vaccination campaigns targeting this population.(9) Other factors associated with a higher occurrence of this disease in these age groups include greater mobility and social interaction, due to daily work activities and greater involvement in economic activities.(16) In addition, individuals aged 20–29 years constitute a large proportion of individuals with alcohol use, smokers, and illicit drug users, groups considered at risk for infection and associated with higher rates of treatment failure and even treatment abandonment.(17)

The data obtained showed that the race/ethnicity most affected by tuberculosis at the three evaluated levels was Mixed-race individuals, which is corroborated by the study by Silva et al.(18) (2022), who reported that 49% of tuberculosis cases in Brazil between 2017 and 2021 occurred in Mixed-race individuals. According to data from the Brazilian Institute of Geography and Statistics, the population of BR, MG, and GV is predominantly Mixed-race ethnicity, which may explain the higher number of cases in this group. In addition, historically, the Black and Mixed-race population in Brazil has been associated with worse socioeconomic indicators, including health indicators, as a result of social and economic inequalities that determine quality of life;(6,8) therefore, mitigating these disparities is essential in order to reduce disease transmission through initiatives that ensure access to health services and appropriate treatment for these populations.

At all three evaluated levels, most individuals affected by tuberculosis had low educational attainment, which is supported by other studies.(17,19) Low educational attainment reflects social inequalities in the country and is associated with treatment abandonment and unfavorable outcomes, such as death.(17,19) Among individuals affected by tuberculosis, it is important to highlight those in situations of greater social vulnerability, namely the people experiencing homelessness, illicit drug users, and incarcerated individuals, with significantly higher rates in GV compared with those observed in BR and MG. Macedo et al.(20) (2021) reported that, considering reported tuberculosis cases in vulnerable populations in BR, most occurred among incarcerated individuals. According to the Ministry of Health(6) (2023), cases of the disease have increased in these populations, especially among incarcerated individuals, whose main risk factors include precarious living conditions, overcrowding, illicit drug use, and limited access to health services.(21)

Alcohol use is one of the main risk factors for tuberculosis, being associated with higher treatment failure, greater treatment abandonment, and increased mortality, as well as delays in diagnosis and in the initiation of treatment, in addition to important immunological alterations.(22) The proliferation of M. tuberculosis is favored by oxidative environments; alcohol induces oxidative stress in pulmonary alveoli through depletion of glutathione (GSH) stores and inhibition of nuclear factor erythroid 2–related factor 2 (Nrf2), which are responsible for activating hundreds of antioxidant genes, impairing the function of innate pulmonary immunity and favoring the replication of M. tuberculosis. Thus, patients with alcohol use disorder and tuberculosis present more oxidized alveoli and impaired immune response, allowing greater pathogen proliferation.(23) Alcohol also alters the metabolism of drugs used in tuberculosis treatment, such as isoniazid and rifampicin.(24) Considering that 14% of cases in BR, 21% in MG, and 18.2% in GV were associated with alcohol use, it is important that actions aimed at reducing excessive alcohol consumption among patients be implemented in order to improve treatment outcomes.

Regarding smoking, 9.3% (BR), 9.6% (MG), and 14.3% (GV) of patients were smokers. Nicotine present in cigarettes causes alterations in mucociliary function and impairs innate pulmonary immunity, making the patient more susceptible to infection by M. tuberculosis, which also applies to passive smokers.(23) This group is also associated with higher rates of treatment abandonment, delays in diagnosis, longer periods with positive cultures test, treatment abandonment, and unfavorable outcomes.(25) As with alcohol use, smoking prevention and control programs are important to prevent disease spread and to increase the number of favorable treatment outcomes.

Health care workers are among the main risk groups for infection by M. tuberculosis, especially those in direct contact with patients, namely nurses, nursing technicians, and Community Health Workers (CHW).(26) In the present study, these professionals showed infection rates of 0.5%, 0.4%, and 0.3% in BR, MG, and GV, respectively. These professionals work in the same communities and health services as patients with tuberculosis; in addition, irregular use of N95 masks, as well as lack of their availability in health units, increases exposure to procedures that generate aerosols, therefore requiring preventive educational measures and adequate personal protective equipment (PPE).(26,27) According to the study by Lacerda et al.(27) (2017), which evaluated the prevalence of latent tuberculosis among health care workers in Vitória (ES), 54.1% were infected; a similar result was reported by Prado et al.(26) (2017), in an analysis conducted in five Brazilian cities that found a prevalence of 27% of latent infection among these professionals.

In the present study, a considerable rate of coinfection between tuberculosis and HIV/AIDS was observed, corresponding to 10%, 9.1%, and 5.2% of cases in BR, MG, and GV, respectively, not including those with ongoing diagnosis or cases not reported. In the studies by Júnior et al.(17) (2019), conducted in the state of Alagoas, Nogueira et al.(28) (2021), conducted in the state of Tocantins, and Souza et al.(29) (2020), conducted in the state of Piauí, coinfection rates of 5.6%, 5%, and 6.8% were observed, respectively. In the study by Ferreira et al.(30) (2021), conducted in Belém (PA), the rate of tuberculosis/HIV coinfection was 12.94%. The characteristics of coinfected individuals are similar to those observed in general tuberculosis cases, namely Mixed-race race/ethnicity (self-reported), male sex, economically active age, low educational attainment, and pulmonary form of the disease, in addition to individuals in situations of social vulnerability, such as the people experiencing homelessness, alcohol users, and illicit drug users.(28-33)

Data from the Ministry of Health indicate a reduction in coinfection simultaneously with an increase in HIV testing among tuberculosis cases; however, many states present low testing rates and difficulty in accessing health services, which was intensified by the pandemic.(6) Among the associated factors are social isolation and stigma experienced by individuals with tuberculosis/HIV coinfection, as well as situations of social vulnerability, such as homelessness, which leads to invisibility and neglect of their needs, resulting in high rates of treatment abandonment and, consequently, worse disease outcomes.(34-36)

The role of health care teams is essential to ensure that patients receive adequate treatment and achieve better quality of life. According to Resende et al.(37) (2022), pharmaceutical care, especially when applied to patients coinfected with tuberculosis and HIV/AIDS, was associated with a lower occurrence of drug-related problems. According to the study by Carvalho et al.(34) (2022), the assistance provided by health professionals contributed to improved quality of life among coinfected patients, demonstrating the importance of these professionals in disease management.

Among the evaluated population, 5.7% (BR), 6% (MG), and 5.6% (GV) of patients presented both tuberculosis and diabetes mellitus (DM), similar to the findings of Abreu et al.(38) (2020), who reported a prevalence of 7.2% of these diseases occurring simultaneously in Brazil between 2007 and 2011; in turn, Sousa et al.(39) (2021) reported an average of 11.5% of tuberculosis and diabetes mellitus cases in a city in the state of Maranhão from 2014 to 2018, indicating an increasing trend. Tuberculosis causes metabolic and immunological changes that may lead to insulin resistance and diabetes mellitus, whereas diabetes mellitus impairs the immune system, making the individual more susceptible to infection by Mycobacterium tuberculosis.(40) Risk factors for infection by this microorganism in patients with diabetes mellitus include regular alcohol consumption, previous contact with an infected individual, and altered glycemic levels.(41) Therefore, the development of integrated health promotion actions aimed at the treatment of both tuberculosis and diabetes mellitus is important.(38,41)

In the present study, 1.9%, 2.9%, and 1.8% of patients with tuberculosis in BR, MG, and GV, respectively, had mental disorders, which is consistent with the study by Arroyo et al.(42) (2018), who observed that 1.6% of individuals with tuberculosis also had mental disorders in municipalities in the state of São Paulo between 2012 and 2015, especially among those with lower income.

The main form of tuberculosis found in this study was pulmonary, with 83.8% of cases in BR, 79.8% in MG, and 81.5% in GV, similar to that reported by Silva et al.(24) (2018), who found 85% of tuberculosis cases in the pulmonary form in the state of Rio de Janeiro between 2011 and 2014. Regarding extrapulmonary tuberculosis, most cases involved the pleura (6.2% BR, 7.8% MG, and 8.5% GV) and peripheral lymph nodes (3.2% BR, 3.7% MG, and 2.8% GV), which may be explained by the high oxygen availability in these regions, since M. tuberculosis is an obligate aerobe.(43,44) Pleural tuberculosis is the most common form of extrapulmonary tuberculosis and may arise from rupture of subpleural pulmonary tuberculous lesions communicating with the pleural space or through lymphatic dissemination.(45) Peripheral lymph node tuberculosis presents with swelling of lymph node groups in a single location, usually painless, firm, and fixed, and the overlying skin may appear erythematous and edematous.(46)

Resistance to first-line drugs was present in 0.1% of cases in BR and MG, and in 0.7% of cases in GV. These results are consistent with those reported by Oliveira et al.(46) (2021), who found 0.2% of cases of resistance to first-line drugs in BR between 2009 and 2018. However, these values may not represent the actual situation of resistance to tuberculosis treatment, since the main information systems for epidemiological surveillance of the disease, namely the Brazilian Special Tuberculosis Treatment Information System (SITE-TB), used for resistant cases, SINAN, and the Laboratory Environment Manager (GAL), do not have an adequate information flow, with underreporting of resistant cases, which represents an obstacle to disease control, given that unreported cases do not initiate treatment and consequently become sources of transmission of drug-resistant strains.(47)

Used as one of the strategies to promote adherence and follow-up in tuberculosis treatment, directly observed therapy (DOT) consists of “a valuable strategy to link the individual to care and to the health service”.(2) In the present study, DOT coverage was 27.8% in BR, 34.8% in MG, and 45.4% in GV. In the study by Meirelles and Palha(48) (2019), it was observed that 34 of the 59 municipalities evaluated in the state of São Paulo showed an increasing trend in DOT coverage, reaching 57.6% of patients from 2006 to 2021. In contrast, the result found for BR in the present study is considerably lower, even when compared with the data reported by Cortez et al.(49) (2021), who found 36.7% coverage in the country between 2006 and 2015. According to the recommendations of the Ministry of Health(2) (2019), DOT is indicated for all patients diagnosed with tuberculosis and creates an opportunity for health professionals to establish a bond with patients and their families, enabling the identification of factors that may lead to nonadherence to treatment.(2) However, Cola et al.(50) (2020) reported in their analysis that less than half of the notified cases underwent DOT between 2014 and 2016; according to the authors, the performance of DOT is conditioned by social and clinical determinants of tuberculosis, such as low educational attainment, alcohol use, reported mental disorders, pulmonary form of the disease, incarceration, and residence in the Southeast, Midwest, and South regions of the country, highlighting inequalities in access to health services.(50)

At the end of the second month of treatment, 5.4%, 8.7%, and 5.6% of patients still had positive sputum smear microscopy in BR, MG, and GV, respectively; these values decreased after the sixth month of treatment to 0.5% in BR and MG and 0.4% in GV. These figures indicate treatment success, suggesting that the interventions carried out by the Family Health Strategy (FHS), including DOT, have been effective in relation to adherence and follow-up of patients during therapy. It is possible for patients to remain smear-positive during treatment without this necessarily indicating treatment failure. However, those who remain positive or become positive again after negativation should be investigated for adherence, treatment failure, and drug resistance.(2)

Cure occurred in most cases, with rates of 67.6% in BR, 69.7% in MG, and 71.3% in GV. Dias et al.(16) (2022) found a similar rate in BR (66.2%) between 2015 and 2019. These results are consistent with data from the Ministry of Health, which indicate that 66.1% of cases resulted in cure in 2023; however, this percentage was 76.2% in 2016, indicating a significant decrease of more than 10%.(6) The rates found in the present study are lower than those reported by Santos et al.(17) (2018), who observed 83% cure in the state of Rio de Janeiro between 2011 and 2014, and by Andrade et al.(19) (2019), who found 79.6% cure in Salvador between 2014 and 2016.

The tuberculosis mortality rate in GV (5.9%) was significantly higher than in BR (2.8%) and MG (3.1%), and higher than that reported by Andrade et al.(19) (2019) in Salvador (2.3%). Factors such as more than 9 years of schooling, marital union, household density of two or fewer persons per bedroom, and the presence of governmental or nongovernmental income-transfer benefits during treatment were associated with lower occurrence of unfavorable outcomes and greater chances of cure.(19)

Although the previously presented results demonstrate that most infected individuals progressed to cure, treatment abandonment remains a concerning reality and, in the present study, showed rates of 12.4%, 12.7%, and 11.3% in BR, MG, and GV, respectively. Soeiro et al.(51) (2022) analyzed the distribution of treatment abandonment rates in the country between 2012 and 2018, obtaining an average of 10% for BR, states, and municipalities, similar to Cortez et al.(49) (2021), who reported a treatment abandonment rate of 11.4% in Brazil as a whole between 2006 and 2015. In the study by Lima et al.(52) (2023), a rate of 18.23% was observed, with the highest percentage in the South region of the country (22.94%). The main factors associated with treatment abandonment were male sex, low educational attainment, use of alcohol and/or illicit drugs, adverse drug effects, non-White ethnicity, and difficulty in accessing treatment.(53-56)

This study has some limitations, such as the use of secondary notification data. It was also observed that the tuberculosis notification system still has deficiencies, with many missing or incomplete data, highlighting the need for improvements in the training of health professionals for proper completion of notification forms. In addition, between 2020 and 2022, there was a marked reduction in the number of reported tuberculosis cases, as well as a decrease in DOT and cure rates, with a consequent increase in reentry after treatment abandonment. This fact reflects the reorganization of health services to meet the demands of the COVID-19 pandemic, generating a negative impact on the notification of new cases.(6,18,57)

 

FINAL CONSIDERATIONS

 

In this study, it was possible to observe, at all evaluated levels, that tuberculosis is a frequent disease and predominantly affects males of economically active age, of Mixed-race individuals, with low educational attainment, living in urban areas and in situations of social vulnerability. A considerable number of cases occurred among individuals seropositive for HIV/AIDS, individuals with diabetes, and those with mental disorders, with the exclusively pulmonary form of the disease being the most frequent. Most tuberculosis cases had laboratory confirmation, and sputum smear microscopy was the most frequently used technique.

Although most cases resulted in cure, treatment abandonment remains a concerning reality, especially considering patients carrying drug-resistant strains, reinforcing the need for public health actions aimed at ensuring treatment adherence, such as directly observed therapy (DOT), in order to prevent the transmission of drug-resistant strains.

It is important to emphasize the need for policies aimed at reducing social inequalities and improving protection for vulnerable populations in order to achieve better outcomes in tuberculosis treatment. It is also necessary to highlight the importance of actions directed at preventing transmission and promoting health among high-risk groups, as well as the need for professional training focused on the proper and complete completion of SINAN notification forms, with the objective of reducing underreporting and the high number of missing or incomplete data.

 

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Correspondence

Michel Rodrigues Moreira

E-mail: [email protected]