MedVellum
MedVellum
Back to Library
Rheumatology
Internal Medicine

IgG4-Related Disease

Moderate EvidenceUpdated: 2026-01-01

On This Page

Red Flags

  • Biliary obstruction
  • Aortic aneurysm with wall thickening
  • Orbital mass with proptosis
  • Renal failure from TIN
  • Mass suspicious for malignancy
Overview

IgG4-Related Disease

1. Clinical Overview

Summary

IgG4-related disease (IgG4-RD) is a fibroinflammatory condition characterised by tumefactive lesions, dense lymphoplasmacytic infiltrate rich in IgG4+ plasma cells, storiform fibrosis, and often elevated serum IgG4 levels. Previously recognised in individual organs (autoimmune pancreatitis, Mikulicz disease, Riedel thyroiditis), these are now understood as manifestations of a single systemic disease. IgG4-RD can affect virtually any organ, most commonly pancreas, biliary tree, salivary glands, lacrimal glands, retroperitoneum, kidneys, and aorta. It typically affects middle-aged to elderly men and responds well to glucocorticoids, though relapse is common. Rituximab is increasingly used for steroid-sparing. The main differential is malignancy.

Key Facts

  • Definition: Immune-mediated fibroinflammatory condition with IgG4+ plasma cell infiltration
  • Incidence: 0.8-1.0 per 100,000; likely underdiagnosed
  • Peak Demographics: Middle-aged to elderly (median 60 years); M:F 2-3:1
  • Common Organs: Pancreas, biliary, salivary, lacrimal, retroperitoneum, kidney, aorta
  • Pathognomonic: Storiform fibrosis + obliterative phlebitis + IgG4+ plasma cells (>40% ratio)
  • Gold Standard Investigation: Histopathology with IgG4 immunostaining
  • First-line Treatment: Glucocorticoids (prednisone 40mg, taper over 3-6 months)
  • Prognosis: Excellent steroid response; 30-50% relapse

Clinical Pearls

Diagnostic Pearl: Serum IgG4 is elevated in only 60-70% - do NOT use as sole diagnostic criterion. Histology is essential.

Treatment Pearl: Response to steroids is typically rapid and dramatic. Lack of response should prompt reconsideration of diagnosis.

Pitfall Warning: IgG4-RD can mimic malignancy (pancreatic, retroperitoneal). Always exclude cancer before diagnosing.

Mnemonic: IgG4 - Inflammation chronically, Giant cells absent, Greater than forty percent ratio, 4 is the subclass

Why This Matters Clinically

IgG4-RD is increasingly recognised and treatable. Its mimicry of malignancy means it enters differential diagnosis of many mass lesions. Early treatment prevents irreversible fibrosis and organ damage.


2. Epidemiology

Incidence

  • Estimated 0.8-1.0 per 100,000 per year
  • Autoimmune pancreatitis: 0.8 per 100,000

Demographics

FactorDetails
AgeMedian 60 years; range 40-80
SexM:F 2-3:1 (except head/neck: equal)
EthnicityHigher recognition in Japan; likely global

Risk Factors

  • No clear risk factors identified
  • ? Genetic susceptibility (HLA associations under investigation)
  • History of atopy in some patients

3. Pathophysiology

Mechanism

Step 1: Immune Trigger (Unknown)

  • Unclear initiating event
  • ? Molecular mimicry, environmental antigen
  • Loss of tolerance to self-antigens

Step 2: Immune Response

  • CD4+ T cells (Th2 and Tfh) drive pathology
  • Activation of B cells and plasmablasts
  • IgG4 class switching (though IgG4 may not be directly pathogenic)
  • Cytokines: IL-4, IL-10, IL-13, TGF-β

Step 3: Tissue Infiltration

  • Dense lymphoplasmacytic infiltrate
  • High proportion of IgG4+ plasma cells (>40% of IgG+ cells)
  • Eosinophil infiltration in some cases

Step 4: Fibrosis

  • TGF-β and other cytokines drive fibroblast activation
  • Storiform (cartwheel/matted) fibrosis pattern
  • Obliterative phlebitis (vein occlusion by inflammation)
  • Mass-forming lesions ("tumefactive")

Step 5: Organ Dysfunction

  • Obstructive phenomena (biliary, ureteric)
  • Glandular destruction (salivary, lacrimal)
  • Vascular complications (aortitis, aneurysm)
  • If untreated: irreversible fibrosis

Histological Criteria (Boston Consensus)

For diagnosis, require:

  1. Dense lymphoplasmacytic infiltrate
  2. Storiform fibrosis
  3. Obliterative phlebitis

Plus: IgG4+ plasma cells >10/HPF and IgG4+:IgG+ ratio >40%


4. Clinical Presentation

Organ Manifestations

OrganManifestationFeatures
PancreasType 1 AIPObstructive jaundice, mass, diabetes
BiliaryIgG4-cholangitisStrictures, mimics cholangiocarcinoma
SalivaryIgG4-sialadenitis (Mikulicz)Bilateral parotid/submandibular swelling
LacrimalIgG4-dacryoadenitisBilateral lacrimal gland enlargement
OrbitIgG4-ophthalmic diseaseProptosis, EOM dysfunction
RetroperitoneumRPFUreteric obstruction, hydronephrosis
KidneyTubulointerstitial nephritisRenal failure, mass lesion
AortaIgG4-aortitisInflammatory aneurysm, wall thickening
ThyroidRiedel thyroiditisWoody hard thyroid
LungIgG4-lung diseaseNodules, interstitial disease
MeningesIgG4-pachymeningitisHeadache, cranial neuropathy

Presentation Patterns

Red Flags

[!CAUTION]

  • Mass suspicious for malignancy - biopsy essential
  • Biliary obstruction requiring stenting
  • Aortic aneurysm
  • Acute renal failure

Painless swelling (glands)
Common presentation.
Obstructive jaundice
Common presentation.
Renal impairment
Common presentation.
Retroperitoneal fibrosis with back pain
Common presentation.
Incidental mass on imaging
Common presentation.
5. Clinical Examination

Assessment

Head/Neck:

  • Bilateral salivary gland enlargement
  • Lacrimal gland swelling
  • Proptosis
  • Thyroid: woody hard (Riedel)

Abdominal:

  • Jaundice
  • Hepatomegaly (if biliary obstruction)
  • Flank masses (kidney)

Cardiovascular:

  • Aortic aneurysm (palpable if abdominal)

General:

  • Usually well-appearing despite significant organ involvement

6. Investigations

Laboratory

TestFindingNotes
Serum IgG4Elevated >135 mg/dLOnly 60-70% sensitivity; not specific
Total IgGOften elevated
IgEMay be elevatedAtopic features
EosinophilsMay be elevatedPeripheral eosinophilia in 30%
Inflammatory markersESR, CRP normal or mildly elevatedTypically not highly inflammatory
LFTsCholestatic pattern if biliary
CreatinineElevated if TIN
Complement (C3/C4)May be lowImmune complex deposition

Imaging

ModalityFindings
CT/MRIOrgan swelling, mass lesions, capsule-like rim
Pancreas CT"Sausage-shaped" pancreas, delayed enhancement
CT urogramRetroperitoneal fibrosis surrounding aorta, ureters
PET-CTFDG-avid lesions (distinguishes active from fibrotic)

Histology (Gold Standard)

Obtain biopsy whenever possible

Major criteria:

  1. Dense lymphoplasmacytic infiltrate
  2. Storiform fibrosis
  3. Obliterative phlebitis

Minor: IgG4+ plasma cells >10/HPF, IgG4:IgG ratio >40%


7. Management

Algorithm

IgG4-RD Management Algorithm

First-Line: Glucocorticoids

RegimenDoseDuration
InductionPrednisone 40mg/day (0.6mg/kg)2-4 weeks
TaperReduce by 5mg every 2 weeks3-6 months total
MaintenanceConsider 5-10mg long-term in relapsersVariable

Response: Usually rapid (days-weeks); lack of response should prompt reconsideration

Second-Line: Rituximab

IndicationRegimen
Relapsing diseaseRituximab 1g x2 (2 weeks apart)
Steroid intoleranceRituximab
Steroid-sparingRituximab maintenance every 6 months

Other Agents

  • Azathioprine, mycophenolate (steroid-sparing but less effective than rituximab)
  • No role for cyclophosphamide typically

Organ-Specific Management

OrganIntervention
Biliary obstructionERCP + stent, then steroids
HydronephrosisUreteric stent, steroids
Aortic aneurysmVascular surgery if critical, steroids

Exclude Malignancy

  • Always obtain tissue diagnosis before immunosuppression
  • Pancreatic IgG4-RD can closely mimic cancer

8. Complications
ComplicationManagement
Obstructive jaundiceERCP, biliary stenting
Hydronephrosis/renal failureUreteric stent, dialysis if needed
Aortic ruptureVascular surgery
Irreversible fibrosisPermanent organ dysfunction
Steroid side effectsMonitor, steroid-sparing

9. Prognosis

Outcomes

  • Excellent response to steroids (>90%)
  • Relapse rate: 30-50%
  • Disease progression rare with treatment
  • Mortality low (mainly from untreated complications)

Prognostic Factors

Good:

  • Early treatment
  • Single organ involvement
  • Rituximab use for relapsers

Poor:

  • Delayed diagnosis with established fibrosis
  • Multi-organ involvement
  • Aortitis with aneurysm

10. Evidence and Guidelines

Key Guidelines

  1. International Consensus Guidance (2015) — Stone et al. Comprehensive diagnostic and therapeutic recommendations. PMID: 25796218
  2. ACR/EULAR Classification Criteria (2019) — Validation study for IgG4-RD classification. PMID: 31618526

Key Studies

  • Rituximab trials — Multiple observational studies showing efficacy in relapsing disease

11. Patient Explanation

What is IgG4-Related Disease?

Your immune system is causing inflammation and scarring in certain organs. This can cause swelling and problems in areas like salivary glands, the pancreas, or around blood vessels.

How is it treated?

Steroid tablets usually work very well. Some people need a medication called rituximab if the disease comes back.

What to watch for

  • New swelling
  • Jaundice (yellowing skin/eyes)
  • Pain or changes in affected areas

12. References
  1. Stone JH et al. IgG4-Related Disease. N Engl J Med. 2012;366(6):539-551. PMID: 22316447

  2. Stone JH et al. Recommendations for the nomenclature of IgG4-related disease. Arthritis Rheumatol. 2015;67(7):1688-1699. PMID: 25796218

  3. Wallace ZS et al. ACR/EULAR IgG4-RD Classification Criteria. Ann Rheum Dis. 2020;79(1):77-87. PMID: 31618526

  4. Carruthers MN et al. Rituximab for IgG4-related disease. Ann Rheum Dis. 2015;74(6):1171-1177. PMID: 24442885

  5. Deshpande V et al. Consensus statement on the pathology of IgG4-related disease. Mod Pathol. 2012;25(9):1181-1192. PMID: 22596100


13. Examination Focus

Viva Points

"IgG4-RD is a fibroinflammatory condition with tumefactive lesions, dense lymphoplasmacytic infiltrate with IgG4+ plasma cells, and storiform fibrosis. Commonly affects pancreas, biliary, salivary, lacrimal, retroperitoneum. Responds well to steroids; rituximab for relapse."

Key Facts

  • Histology is gold standard, not serum IgG4
  • IgG4+ plasma cells >40% ratio
  • Exclude malignancy before treating
  • Response to steroids is rapid
  • Relapse common (30-50%)

Common Mistakes

  • ❌ Diagnosing on high serum IgG4 alone
  • ❌ Starting steroids without biopsy (may miss cancer)
  • ❌ Not considering IgG4-RD in unexplained pancreatitis or RPF

Last Reviewed: 2026-01-01 | MedVellum Editorial Team

Last updated: 2026-01-01

At a Glance

EvidenceModerate
Last Updated2026-01-01

Red Flags

  • Biliary obstruction
  • Aortic aneurysm with wall thickening
  • Orbital mass with proptosis
  • Renal failure from TIN
  • Mass suspicious for malignancy

Clinical Pearls

  • **Diagnostic Pearl**: Serum IgG4 is elevated in only 60-70% - do NOT use as sole diagnostic criterion. Histology is essential.
  • **Treatment Pearl**: Response to steroids is typically rapid and dramatic. Lack of response should prompt reconsideration of diagnosis.
  • **Pitfall Warning**: IgG4-RD can mimic malignancy (pancreatic, retroperitoneal). Always exclude cancer before diagnosing.
  • **Mnemonic**: **IgG4** - Inflammation chronically, Giant cells absent, Greater than forty percent ratio, 4 is the subclass
  • 10/HPF and IgG4+:IgG+ ratio

Guidelines

  • NICE Guidelines
  • BTS Guidelines
  • RCUK Guidelines