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Health economics of rubella: a systematic review to assess the value of rubella vaccination

Abstract

Background

Most cases of rubella and congenital rubella syndrome (CRS) occur in low- and middle-income countries. The World Health Organization (WHO) has recently recommended that countries accelerate the uptake of rubella vaccination and the GAVI Alliance is now supporting large scale measles-rubella vaccination campaigns. We performed a review of health economic evaluations of rubella and CRS to identify gaps in the evidence base and suggest possible areas of future research to support the planned global expansion of rubella vaccination and efforts towards potential rubella elimination and eradication.

Methods

We performed a systematic search of on-line databases and identified articles published between 1970 and 2012 on costs of rubella and CRS treatment and the costs, cost-effectiveness or cost-benefit of rubella vaccination. We reviewed the studies and categorized them by the income level of the countries in which they were performed, study design, and research question answered. We analyzed their methodology, data sources, and other details. We used these data to identify gaps in the evidence and to suggest possible future areas of scientific study.

Results

We identified 27 studies: 11 cost analyses, 11 cost-benefit analyses, 4 cost-effectiveness analyses, and 1 cost-utility analysis. Of these, 20 studies were conducted in high-income countries, 5 in upper-middle income countries and two in lower-middle income countries. We did not find any studies conducted in low-income countries. CRS was estimated to cost (in 2012 US$) between $4,200 and $57,000 per case annually in middle-income countries and up to $140,000 over a lifetime in high-income countries. Rubella vaccination programs, including the vaccination of health workers, children, and women had favorable cost-effectiveness, cost-utility, or cost-benefit ratios in high- and middle-income countries.

Conclusions

Treatment of CRS is costly and rubella vaccination programs are highly cost-effective. However, in order for research to support the global expansion of rubella vaccination and the drive towards rubella elimination and eradication, additional studies are required in low-income countries, to tackle methodological limitations, and to determine the most cost-effective programmatic strategies for increased rubella vaccine coverage.

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Background

Acquired rubella is a mild disease which only rarely results in serious clinical complications i.e. encephalitis, arthritis and thrombocytopenia. The mild nature of the disease means that vaccination against it would not be medically or economically critical or justifiable if it did not infect pregnant mothers. During pregnancy, particularly in the first trimester, rubella infection is far more dangerous and commonly leads to abortion, fetal death or congenital rubella syndrome (CRS) [1]. CRS, which is estimated to affect 110,000 infants annually in low-income countries [2], is characterized by multiple defects of the brain, heart, eyes and ears and is an important cause of hearing and visual impairment and mental retardation. CRS often causes lifelong physical and mental disability, requiring costly institutional care and special schools, and using a large amount of healthcare and societal resources. Therefore CRS provides the medical and economic rationale for appropriate prophylaxis with a vaccine.

A live attenuated vaccine against rubella has been available for over 40 years. It has a high immunogenicity, produces sero-conversion in close to 100% of vaccines, and confers immunity similar to that of natural infection [1]. Immunity is maintained for at least 20 years and although infection, including CRS, may occur in vaccinated individuals with low antibody titers, this is not an important factor in rubella epidemiology [1]. The rubella vaccine is available in combination with measles (MR) and with measles and mumps (MMR) as well as in monovalent form (R). Combination with other vaccines does not affect immunogenicity [1].

Most high- and middle-income countries include rubella-containing vaccine (RCV) in their childhood immunization schedules and have made progress in reducing the incidence of rubella or eliminating it. The World Health Organization (WHO) Latin American region (AMR) has eliminated rubella and CRS [3] and the European region (EUR) registered a 98% reduction in cases between 2000 and 2009 [4].

Although WHO published a position paper to guide introduction of RCV into the national childhood immunization schedules of member countries in 2000 [5], only a few low-income countries have included the vaccine in their schedules [4]. This is reflected in the epidemiological trends: the WHO eastern Mediterranean region (EMR) registered only a 35% reduction in rubella cases between 2000 and 2009 and the WHO African region (AFR) and South East Asian region (SEAR) registered 20-fold and 14-fold increases in rubella cases respectively during the same time period [4]. Of the 165 reported cases of CRS in 2009, AFR, with 47, had the highest number [4].

Low-income countries have been slow to add RCV to their national immunization schedules because of several reasons, two of which stand out. First, despite its relatively low price (as might be supplied to UNICEF or through a GAVI Alliance subsidy), adding rubella to the vaccine schedule might be prohibitively costly in countries where healthcare budgets are already stretched. This suggests that including RCV in immunization schedules in poor countries is not cost-effective compared to other public health interventions. Second, because rubella causes a substantial proportion of its damage in fetuses, a high level of vaccination coverage (over 80%) must be maintained to avoid the risk of increasing the incidence of CRS which would happen if poor vaccine coverage reduced viral circulation in the population enough to shift rubella susceptibility from children to young mothers. This creates a unique policy problem: including RCV in national immunization schedules is likely not enough; the rubella immunization programs need to achieve herd immunity and many countries are unable to feasibly sustain such coverage standards.

A more recent position paper by WHO recommended that countries leverage accelerated measles control and elimination activities to introduce RCV and exploit this synergy to advance rubella and CRS elimination [6]. In line with the WHO recommendation, the GAVI Alliance is supporting large-scale catch up measles-rubella campaigns with the aim of reaching over 700 million children in 49 countries by 2020 [7].

Health economics, the study of how scarce healthcare resources are deployed and should be allocated in healthcare systems, has gained increasing prominence globally in the face of slowing western economies and continued resource constraints in low-income countries. Donors are increasingly scrutinizing the use of resources to assist poor countries in fighting disease and governments in low-income countries are increasingly scrutinizing their healthcare expenditures. Economic evaluations help policy makers to make resource allocation decisions by identifying different policy strategies, transparently evaluating their costs and benefits, quantifying the uncertainty around estimates, and examining different scenarios.

In 2002, Hinman et al. performed a global review of economic analyses of rubella and rubella vaccines published between 1970 and 2000 [8]. They found that inclusion of rubella vaccination in national immunization programs is both cost-beneficial and cost-effective and recommended further studies using data from the burden of rubella in developing countries and standardized methodologies [8].

In this paper, we present findings of an updated review of economic analyses of rubella and rubella vaccination. We examine the evidence on costs of rubella and CRS, the cost-effectiveness of adding RCV to national immunization programs, and the cost-effectiveness of different policy strategies that might be employed to add RCV to national childhood immunization schedules. Our aim is to examine the economic evidence base, assess differences in findings by country income levels, identify gaps in the evidence, and propose potential areas of future enquiry into the economics of rubella and rubella vaccination. Our findings will support the planned global expansion of RCV and the push towards potential rubella elimination and eradication.

Methods

We reviewed studies published in English on the costs and resource use for rubella and CRS and the costs, cost-effectiveness or cost-benefit of rubella vaccination between 1970 and 2012. This review is up-to-date as of December 1st 2012 and conforms to the Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) guidelines [9].

We performed a systematic search of MEDLINE (PubMed) and the National Health Services Economic Evaluation Database. Our search strategy included the following terms: ‘rubella and economics’, ‘rubella and costs’, ‘rubella and cost-effectiveness’, ‘rubella and cost-utility’, ‘rubella and cost-benefit’, ‘CRS and economics’, and ‘CRS and costs’. The search limits were set to the custom range of dates as described above. The studies identified were reviewed one-by-one by reading their abstracts and identifying the design of the study as reported. The review included health economic evaluations i.e. cost analyses, cost-effectiveness analyses, cost-utility analyses, cost-benefit analyses, cost-consequences analyses, and cost-minimization analyses. The economic evaluation studies were further reviewed to identify any references that did not show up in the initial search.

After reviewing the studies chosen, we categorized them by study design and income level of countries in which they were performed. We used the World Bank definition, which categorizes countries according to Gross National Income (GNI) per capita in 2011 as follows: low income, $1,025 or less; lower middle income, $1,026 - $4,035; upper middle income, $4,036 - $12,475; and high income, $12,476 or more [10]. For the cost-effectiveness and cost-utility analyses, we used the 16-item Quality of Health Economics Studies (QHES) questionnaire [11] to assess study quality. This validated instrument can be used to quickly and accurately measure aspects of the quality of health economics studies on a scale of 0 – 100 and has been used to identify evidence to enhance decision making [12]. A higher score on the QHES indicates a study of better quality. We used the results to identify potential gaps in the evidence on the economics of CRS and rubella vaccination as it relates to the planned expansion of RCV and the potential for the global interruption of rubella transmission.

Results

Our initial search identified 976 studies whose abstracts were reviewed and we selected 27 relevant studies on the economics of rubella, CRS, and rubella vaccination: 11 cost analyses, 11 cost-benefit analyses, 4 cost-effectiveness analyses, and 1 cost-utility analysis.

We included studies of the costs of CRS, cost analyses comparing strategies to screen healthcare workers and identify candidates for immunization, cost analyses comparing vaccination programs, and full economic evaluations of healthcare programs.

Study design

Of the 11 cost analyses selected, 4 examined the costs of CRS [13–16], 4 compared the costs of blind and targeted vaccination of health care workers [17–20], 1 compared the costs of fully immunizing a child using different vaccines [21], 1 compared different approaches to vaccinating children, adolescent girls, and women [22], and one compared different strategies for testing pregnant women followed by immunization of susceptible women after birth [23].

All 11 cost-benefit analyses [24–34] compared different programmatic approaches to vaccination in the general population targeting children, girls, or women and 2 of the studies evaluated programs aimed at rubella eradication.

All 4 cost-effectiveness analyses [35–38] and the single cost-utility analysis [39] compared different programmatic approaches to vaccination in the general population and 1 study evaluated a program aimed at rubella eradication [36]. Of the 5 cost-effectiveness and cost-utility analyses, we had enough information to score 3 studies; one study was based on summary results in a report [36] and the other was reported in Slovak [37]. The three studies scored 30 [35], 62 [39] and 93 [38] on the QHES (on a scale of 0 – 100).

Twenty studies were conducted in high-income countries, 5 in upper-middle-income countries and two in lower-middle-income countries. We did not find any studies conducted in low-income countries.

Cost analyses

Studies of the costs of congenital rubella syndrome (CRS)

All costs were converted to 2012 US dollars for comparison using historical consumer price indices for all countries based on data from the International Monetary Fund [40]. Table 1 is a summary of the four published studies of the cost of congenital rubella syndrome (CRS), three of which were from upper-middle-income countries. Three studies [14–16] evaluated the annual direct costs of treatment of CRS (hospitalization, outpatient visits, diagnostic tests, surgery, drugs and equipment) which ranged from (2012) $4,261 in Brazil [14] to (2012) $57,010 in Jamaica [16]. Differences were found among the studies with regard to the goods and services that were included in the cost analyses, e.g., some studies included the costs of surgery and cochlear implants while others did not (Table 1). The fourth study [13] estimated the lifetime direct costs of treatment and indirect productivity losses due to CRS in Oman to be (2012) $139,910.

Table 1 Studies of the cost of congenital rubella syndrome

Cost analyses of vaccination programs for health care workers

Healthcare workers without a history of acquired rubella are susceptible to infection in health facilities. Screening detects rubella antibodies in serum using serological tests and screening programs are designed to identify individuals without antibodies, who are candidates for immunization. Analysts have compared the costs of different strategies to identify and immunize susceptible health workers. Table 2 is a summary of the four published cost analyses that evaluated the costs of providing rubella containing vaccines to health care workers. Two strategies were compared: vaccinating all health care workers (blind vaccination) vs. screening and vaccinating only the health workers whose tests were negative for rubella antibodies. Two of the studies took place in high-income countries [17, 18] while the other two [19, 20] were performed in Turkey, an upper- middle-income country. The two studies in high-income countries found that the costs of screening and vaccinating were lower and that this was preferable to blind vaccination, although Ferson et al. [18] found that blind vaccination might be preferable when conditions made testing an administrative burden. The findings of the two studies from Turkey were mixed: one [19] found that the costs of blind vaccination were slightly higher than targeting and the other [20] found that blind vaccination was less costly.

Table 2 Cost analyses of vaccination programs for healthcare workers

Cost analyses of rubella vaccination programs

Three analyses from high-income countries evaluated the costs of various strategies to introduce rubella vaccine (Table 3). Gudnadottir [22] compared four strategic programmatic approaches in Iceland to preventing CRS by routine immunization using the monovalent Rubella RA27/3 vaccine: 1) the United States program at the time (vaccination of all children to create herd immunity and later (when CRS did not disappear), revaccinating all young adult women); 2) the United Kingdom program at the time (vaccination of teenage girls and sero-negative women (plus contraception for three months after vaccination)); 3) the Sweden program at the time (vaccination in early childhood and re-vaccination of all teenagers (general re-vaccination)) and 4) selective vaccination involving puerperal women as well as all women of child bearing age who are willing to use contraceptives for three months. The study found that systematic screening of women and teenage girls combined with vaccination of sero-negative individuals was the most cost-effective strategy for reduction of CRS in Iceland, followed by vaccination of 12 – 13 year old school girls.

Table 3 Cost analyses of vaccination programs in the general population

Fontanesi et al. [21] compared the costs of fully immunizing a child using MMR, diphtheria–tetanus–attenuated pertussis (DTaP) vaccine, and the inactivated polio vaccine (IPV) in the US. They estimated that the average cost of providing a single MMR vaccination (in 2012 US $) was US$30 compared to $23 for DTaP and $18 for IPV. Haas et al. [23] compared various strategies for vaccination of pregnant women: 1) rubella testing and rubella vaccination, 2) rubella testing and MMR vaccination, 3) MMR testing and MMR vaccination, and 4) MMR testing and rubella only or MMR vaccination. As expected, it was less costly to screen for rubella than for MMR.

Cost-benefit analyses of rubella vaccination programs

Tables 4, 5, and 6 present summaries of the eleven cost-benefit studies of rubella vaccination. Of these, ten studies were performed in high-income countries1, while the other (Irons et al. [34]) was performed in a number of upper-middle-income countries. The studies compared the costs and benefits of 1) vaccinating with MMR vs. monovalent rubella vaccine, 2) vaccinating various age groups vs. no program, 3) introducing a second dose of MMR, and 4) rubella elimination.

Table 4 Cost-benefit analyses of vaccination programs in the general population
Table 5 Cost-benefit analyses of vaccination programs in the general population
Table 6 Cost-benefit analyses of vaccination programs in the general population

Four studies [26, 27, 30, 31] compared MMR with monovalent rubella vaccine. All but the study performed in 1979 in Finland [31] found that vaccination with MMR is preferable. White et al. [26] performed a cost-benefit analysis of a routine childhood MMR vaccine program in the US compared to no vaccination, or vaccination with individual (measles, mumps or rubella) antigens and found that the MMR vaccine had a higher benefit to cost ratio than the monovalent ones and would be preferred. Hatzandrieu and Halpern [27] replicated the methods of White et al. [26] with similar findings, that introducing MMR vaccine was more cost-beneficial than monovalent rubella vaccine. Berger [30] conducted an analysis in Israel of the costs and benefits of introducing a mumps-rubella vaccine to monovalent antigens and found that the combined vaccine was preferable. Elo [31] on the other hand, found that vaccination with rubella vaccine in Finland was more cost-beneficial.

Six studies compared immunization delivery strategies targeting different age groups. Three studies, one in Denmark [28] and two in Israel [30, 32], found that it was more cost-beneficial to vaccinate infants and pubertal girls. One study [24] in the US found that it was better to vaccinate 12 year old girls than two year old children. The other study in Finland [31] found that it was better to vaccinate pubertal girls and postpartum women.

Two studies evaluated the costs and benefits of rubella elimination. Kommu and Chase [33] estimated a benefit to cost ratio of 4.7. Irons et al. (2000) [34] performed a cost-benefit analysis of rubella elimination in the English-speaking Caribbean. They estimated a disease burden of 1,500 cases in all the countries and an expenditure on CRS of (2012) US$ 126 million. A campaign to interrupt rubella transmission would cost (2012) US$9.1 million and result in a benefit to cost ratio of 13.3 for a rubella and CRS eradication campaign involving mass vaccination in 18 countries.

Cost-effectiveness analyses of rubella vaccination programs

Table 7 is a summary of the five cost-effectiveness studies that evaluated rubella vaccination. Of these, four were conducted in high-income countries (one each in France [35], Slovakia [37], the USA [38] and Netherlands [39]) and the other was conducted in a lower-middle-income country (Guyana) [36]. Three studies assessed the cost-effectiveness of national rubella or MMR vaccination [35, 37, 38], one study evaluated different approaches to screening women to identify candidates for immunization in the [39] and the other evaluated rubella elimination in Guyana [36]. The three studies of national-level vaccination found that it would be cost-effective. In Hudeckova’s study in Slovakia [37], the introduction of MMR vaccination yielded cost savings of (2012) $16 million) and a cost per case prevented of (2012) $313. Zhou’s study found that a two dose MMR program in the US would save (2012) $231 per rubella case prevented and (2012) $683,813 per CRS case prevented [38].

Table 7 Cost-effectiveness and cost-utility analyses of vaccination programs in the general population

Lugner et al. [39], evaluated screening followed by vaccination of susceptible women. They compared the screening of non-vaccinated pregnant women in areas of low-vaccine coverage, the screening of all pregnant women in these areas, and the screening of all non-vaccinated pregnant women throughout the country. The study, which was performed from the perspective of the healthcare system, found that screening non-vaccinated women in areas with low vaccine coverage and vaccinating the susceptible was the most cost-effective with a cost/QALY of (2012) $2,300 compared to screening all women in areas of low vaccine coverage ((2012) $62,000/QALY) and screening all women in the country ((2012) $115,000/QALY).

Kandola [33] estimated that a rubella elimination campaign in Guyana would cost (2012) $950,000. The long-term financial savings would be US$ 36.9 million (undiscounted) for a cost-effectiveness ratio of (2012) $3,335 per CRS case prevented.

Discussion

This review of published economic analyses of rubella, CRS, and rubella vaccination suggests some general themes about economics of the disease and the value of vaccination. In high- and middle-income countries, CRS is such a costly disease that rubella vaccination is a high value intervention.

The review revealed that a broad consensus over four decades and in a variety of high- and middle-income countries has existed, i.e., rubella vaccination (including different programmatic approaches to vaccination) is cost-effective or cost-beneficial. This has been true for vaccination of children of both genders (to interrupt rubella transmission) [24, 25, 28–33]; vaccination of teenage girls or adult women (to prevent CRS) [39, 41]; and vaccination of children, adolescent girls, or adult women [22, 24, 25, 28, 30–32]. In general, vaccination to prevent CRS was more cost-beneficial or cost-effective than vaccination to interrupt rubella transmission.

With regard to testing and vaccination of hospital workers, earlier studies [17, 18] suggested that blind vaccination was preferable to targeted vaccination (after serological screening). But more recent studies found that blind vaccination is only slightly more costly [20] or less costly than targeted vaccination [19]. Cost analyses also suggest that vaccination is affordable for health workers, [17, 18] among children [21] and among postpartum women [23]. This finding suggests that as vaccine prices have fallen over the years, blind vaccination has become more favorable compared to targeted vaccination.

The use of mass campaigns was modeled in Canada [29] and the Caribbean [16, 33, 34, 36] and in conjunction with routine immunization. One study evaluated the use of monovalent rubella vaccine [21] and another MR in an evaluation of adding childhood immunization to an already-existing program of immunizing 12-yr old girls [30]. The others used MMR only, [26, 28, 32, 37, 38] MMR and monovalent rubella vaccine [25, 33, 34, 36] or MMR for routine and MR for campaigns [29]. Both campaigns in conjunction with routine immunization and routine programs, regardless of the vaccine presentation used, were cost-beneficial.

One of the most striking findings was that no studies have been performed in low-income countries where the highest burden of rubella and CRS exists. This may be due to the limited treatment options for CRS and use of RCV in these countries. However, now that the GAVI Alliance has introduced funding for RCV into its program [7], demand for these analyses should increase.

Conducting economic analysis of introducing RCV in low-income countries would provide useful information for program managers and policymakers on which service delivery strategies are cost-effective and cost-beneficial and which age groups should be targeted. Economic analyses on RCV will not be needed in every country before RCV since studies from countries with similar socio-demographic circumstances can be informative [42, 43]. However, given the high cost of CRS and the low cost of vaccination, as well as increasing price inflation of healthcare and other services used in the care of disabled children, that the net economic benefit of rubella vaccination will remain substantial in analyses in this setting [44].

Economic analyses of RCV should examine, for example, whether efficiencies can be gained from using a combination vaccine (MMR) compared to monovalent vaccine [26]. Since measles vaccination is already part of the routine immunization program in all low-income countries [42], studies could assess the cost-effectiveness of substituting MMR and MR for monovalent measles vaccine. Plotkin [1] suggests that there will be a large opportunity cost if measles immunization activities do not take advantage of reducing rubella simultaneously and that the cost-effectiveness of rubella vaccination in low-income countries should be taken into account within the context of measles control and elimination.

There are two ways of implementing new rubella vaccine initiatives in countries: vaccinating adolescent girls and/or women of childbearing age to reduce CRS and vaccinating children using combined measles and rubella vaccines (MR or MMR) to interrupt rubella transmission altogether [42, 43]. It would be worthwhile to perform economic analyses to determine which option should be implemented in low-income countries. Three factors make it likely that vaccination of teenage girls and women of childbearing age will be more efficient in low-income than in high-income countries: 1) later immunization reduces the time to benefits because there are fewer years to discount; 2) the costs of acute childhood rubella are so small that the net benefit of early vaccination is diminished; and 3) since the vaccine provides immunity for at least twenty years, immunity would increase among adults [44].

We also found some methodological issues related to discounting. Studies differed as to whether or not discounting was performed and which discount rate was used. Discounting allows analysts to value current costs more than future costs given the opportunity cost associated with current relative to future expenditure [45]. It is desirable to avert healthcare costs today because such savings can be invested for a future return [45]. Many of the older studies used discount rates as high as 5% [30] or 10% [26, 30] although these still found that vaccination was associated with net economic benefits. Future studies should consider using lower discount rates since the choice of discount rate and number of years of discounting affects the potential cost-effectiveness of childhood vaccination.

None of the economic studies reviewed considered herd immunity or potential adverse outcomes associated with vaccination. When herd immunity is taken into account, it increases the attractiveness of mass vaccination campaigns at the onset of programs and on-going vaccination of children [44]. On the other hand, as mentioned earlier, if rubella coverage is too low, RCV could increase the rubella susceptibility of women. Future studies might consider using dynamic modeling methods as the basis of economic evaluations to capture the potential effects of coverage and herd immunity.

Only one of the studies, a cost-effectiveness analysis [39], included adjustments for disability. Because rubella has potentially significant impacts on the quality of life of CRS patients and their caretakers, future studies might consider estimating the cost per DALY saved or cost per QALY gained.

Rubella has both maternal and child health consequences because maternal infection can cause abortion. Some studies measured the costs of abortions [32] but most did not. In low-income countries where the burden of rubella and CRS are high and induced abortions are illegal, many more babies with CRS may be born without the option of therapeutic abortion and this would have economic consequences. Moreover, models may need to consider levels of fertility and induced abortion as they relate to CRS burden, as well as the economic consequences of safe or unsafe abortions or abortions performed in response to a diagnosis of CRS. Since vaccination may prevent many medically-indicated abortions in developed countries and clandestine abortions in developing countries, studies might quantify this potential economic and health outcomes impact.

Conclusions

Congenital rubella syndrome is costly and rubella vaccination programs, including the vaccination of health workers, children, and women has favorable cost-effectiveness, cost-utility, or cost-benefit ratios in high- and middle-income countries.

However additional studies are required to include low-income countries, tackle methodological limitations, establish the efficiency of immunization programs in conjunction with measles immunization, and establish the most efficient rubella vaccination schedule.

Endnotes

1Barbados is rated as a high income country by the World Bank.

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Acknowledgements

No funding was received for this study. The authors would like to acknowledge the contributions of Alya Dabbagh, Peter Strebel, and Susan Reef.

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Correspondence to Joseph B Babigumira.

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JBB and AL conceived of the study. JBB and IM performed the literature search and identified the articles for review. All the authors reviewed the articles. JBB prepared the first draft of the manuscript. IM and AL revised the manuscript. All authors have read and approved the final manuscript.

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Babigumira, J.B., Morgan, I. & Levin, A. Health economics of rubella: a systematic review to assess the value of rubella vaccination. BMC Public Health 13, 406 (2013). https://doi.org/10.1186/1471-2458-13-406

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