DNA Methylation in Osteoarthritis: Current Status and Therapeutic Implications

Antonio Miranda-Duarte*
Department of Genetics, Instituto Nacional de Rehabilitación “Luis Guillermo Ibarra Ibarra”, Tlalpan, Mexico

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© 2018 Antonio Miranda-Duarte.

open-access license: This is an open access article distributed under the terms of the Creative Commons Attribution 4.0 International Public License (CC-BY 4.0), a copy of which is available at: (https://creativecommons.org/licenses/by/4.0/legalcode). This license permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.

* Address correspondence to this author at the Department of Genetics, Instituto Nacional de Rehabilitación, Antonio Miranda-Duarte, Calzada México-Xochimilco 289, Col. Arenal Guadalupe, Deleg. Tlalpan, 14389 México City; Tel: (+52) (55) 59991000; E-mail: fovi01@prodigy.net.mx



Primary Osteoarthritis (OA) is a multifactorial disease in which genetic factors are strongly associated with its development; however, recently it has been observed that epigenetic modifications are also involved in the pathogenesis of OA. DNA methylation is related to gene silencing, and several studies have investigated its role in the loci of different pathways or molecules associated to OA.


This review is focused on the current status of DNA methylation studies related to OA pathogenesis.


A review of the literature was conducted on searching in PUBMED for original papers on DNA methylation in OA.


The DNA methylation research of loci related to OA pathogenesis has shown a correlation between methylation and gene repression; however, there are some exceptions to this rule. Recently, the development of genome-wide methylation and genome-wide hydroxymethylation profiles has demonstrated that several genes previously associated with OA can have changes in their methylation status, favoring the development of the disease, and these have even shown the role of other epigenetic markers.

Keywords: Osteoarthritis, Epigenetics, DNA, Methylation, Cartilage, Chondrocyte.


Osteoarthritis (OA) continues to be considered the most common joint disease and a leading cause of musculoskeletal disability worldwide. Its hallmark is the progressive degeneration of articular cartilage, resulting in joint space narrowing, osteophyte formation, and subchondral sclerosis that, taken together, are clinically translated as chronic joint pain, joint stiffness, limitation of movement, and a variable degree of inflammation [1]. OA is a complex disease in which genetics and environmental factors are strongly related to its development. Generally, it is classified as primary or idiopathic when no discernible cause is evident, and secondary when a triggering factor is apparent. Idiopathic OA, in particular, possesses a significant genetic component, and several genetic association studies have demonstrated its relationship with different genes, such as those involved with inflammation, Wnt signaling, Bone Morphogenetic Proteins (BMP), proteases, and Extracellular Matrix (ECM) proteins, among others [2]. However, there has not always been consistency in the results, probably due to different gene–gene and gene–environment interactions.

Epigenetics refers to heritable changes in gene expression that occur without changes in the DNA, and it comprises a mechanism through which gene–environment interactions could occur. Its mechanisms include DNA methylation, histone modifications, chromatin remodeling, and microRNAs (miRNA) [3]. Recent evidence has shown that epigenetic changes could affect the expression of genes involved in the pathogenesis of OA; this review is focused on the current state of DNA methylation studies related to OA pathogenesis.


A PUBMED literature review was conducted searching for original papers on DNA methylation in OA, using the key words “osteoarthritis”, “DNA methylation”, “articular cartilage”, and “chondrocyte”.


3.1. Articular Cartilage and the Pathogenesis of Osteoarthritis

A review of the pathogenesis of OA falls beyond the scope of this paper; however, the most important aspects are mentioned briefly. Articular cartilage is a highly specialized, avascular, and aneural connective tissue composed of ECM and chondrocytes. ECM is composed mainly of collagens and proteoglycans, among which type II collagen is the major constituent of ECM; this forms fibrils and fibers intertwined with proteoglycan aggregates. Other collagens, such as types I, IV, V, VI, IX, and XI, are present in a minor proportion. The second major component comprises the proteoglycan aggrecan; this interacts with hyaluronan to form aggregates and occupies the ECM interfibrillar space [4]. Chondrocytes are the unique cellular element of articular cartilage and, under physiological conditions, are responsible for a subtle balance between ECM synthesis and degradation. These cells are produced during chondrogenesis, which is the cartilage differentiation process that leads endochondral ossification to skeletal formation. The chondrogenesis process consists of the condensation of Mesenchymal Stem Cells (MSC), differentiation into chondrocytes, proliferation, and hypertrophic maturation. Proliferating chondrocytes are characterized by the expression of collagens type II, IX, and XII, and aggrecan [4], and when they become hypertrophic, they are characterized by the production of type X collagen. Eventually, terminally differentiated chondrocytes undergo apoptosis and the ECM is mineralized and replaced by bone [5].

In OA, the balance between synthesis and degradation conferred by chondrocytes is lost, resulting in cartilage destruction. Once the osteoarthritic process has begun, phenomena such as proliferation and hypertrophic differentiation of chondrocytes, remodeling, ECM mineralization, and apoptosis also occur [6]. At the onset of OA, the quantity and composition of ECM undergo a change. There is a significantly reduced synthesis of aggrecan and an increase of collagen synthesis, but with a modification in collagen-type composition, changing from collagen type II to collagen type I, which is more characteristic of subchondral bone. To date, it is well-recognized that OA possesses an important inflammatory component. Inflammation is a triggering factor for OA and leads chondrocytes and synovium to produce cytokines such as Interleukin-1Beta (IL-1β) and Tumor Necrosis Factor α (TNF-α), among others [7, 8]. These inflammatory cytokines contribute to a catabolic process and favor the synthesis of Matrix Metalloproteinases (MMP) and A Disintegrin And Metalloproteinase Thrombospondin type I Motifs (ADAMTS), with MMP13 and ADAMTS5 the principal collagenase and aggrecanase, respectively [9, 10]. On the other hand, anabolic cytokines Insulin-like Growth Factor 1 (IGF-1), Transforming Growth Factor β1 (TGF-β1), 2, and 3, Fibroblast Growth Factors (FGF) 2, 4, and 8, and BMP stimulate ECM synthesis in an attempt to repair the damage [7, 8]. However, the degenerative activity of matrix-degrading proteins is enhanced by the increased levels of Nitric Oxide (NO), which is also upregulated by inflammatory cytokines. In turn, NO upregulates the transcriptional activity of the Nuclear Factor kappa-light-chain-enhancer of activated Beta cells (NF-κB), maintaining chronic inflammation, mediating apoptosis of chondrocytes and perpetuating articular cartilage damage [7].

3.2. DNA Methylation

The most widely studied epigenetic modification in humans is DNA methylation that, in general, is correlated with gene silencing. DNA methylation occurs in CpG dinucleotides, which are quite rare in the human genome because their frequency is approximately 1%. These dinucleotides are clustered in islands, which are regions with >200 bases, with a CG content of at least 50%, and with an observed, expected CpG frequency of at least 60% (Obs/Exp CpG = [Number of CpG/(Number of C x Number of G)] x N; where N is the total number of nucleotides in the sequence analyzed). About 70% of human genome promoters are associated with CpG islands, of which approximately 94% remain unmethylated in normal cells [11]. DNA methylation could also occur in regions of lower CpG density that lie in close proximity to CpG islands (~2 kb) called CpG island shores, and their methylation is also associated with gene silencing [12].

DNA methylation occurs through the covalent addition of a methyl group to C5 position of Cytosine (C) to form methylated Cytosine (5mC). This is mediated by DNA Methyltransferases (DNMT) that catalyze the transfer of the methyl group from S-Adenosyl-Methionine (SAM) to the C base (Fig. 1). There are two types of DNMT: de novo and maintenance. DNMT3A and DNMT3B are the de novo DNMT and are those responsible for establishing the pattern of methylation during embryonic development. DNMT1 is the maintenance DNMT and is responsible for maintaining DNA methylation patterns during cell division [13]. DNA methylation can inhibit gene activity directly because the methylation of promoter CpG islands interferes with the binding of Transcription Factors (TF) to their target sites [14]. DNA methylation can also indirectly promote gene silencing by recruiting the Methyl-CpG-Binding Domain (MBD) proteins that form part of Methyl-CpG-binding Protein (MeCP) complexes [15]. Of particular importance are MeCP1 and MeCP2, which mediate transcriptional repression by favoring Histone Deacetylase (HDAC) activity, leading to histone deacetylation [16].

Fig. (1). DNA methylation and DNA hydroxymethylation. DNMTs catalyses the transfer of a methyl group from SAM to the fifth carbon of C creating 5mC. The methyl group of 5mC can be modified by the addition of a hydroxyl group mediated by TETs to generate 5-hydroxymethyl-cytosine (5hmC). 
DNMTs: DNA methyltransferases; SAM: S-adenosyl methionine; SAH: S-adenosyl homocysteine; C: cytosine; 5mC: 5-methylcytosine; 5hmC: 5-hydroxymethyl-cytosine; TETs: ten-eleven translocation cytosine dioxygenases

3.3. The Role of DNA Methylation in Osteoarthritis

Several studies have investigated the role of DNA methylation in loci involved in different pathways or molecules related to OA. The most relevant findings are mentioned and (Table 1) provides a summary of the individual genes analyzed.

Table 1. Methylation analysis of individual loci in osteoarthritis.
Gene Cell Samples Methylation levels Gene expression Strategies for DNA methylation analysis Ref.
COL2A1 Human chondrocytes AC of the knee with no abnormalities L Restriction enzyme-based method and DNA bisulfite sequencing [18]
MSC on chondrogenesis L
OA chondrocytes THR vs. #NOF L Bisulfite pyrosequencing [19]
COL9A1 OA chondrocytes THR vs. #NOF H Bisulfite pyrosequencing [19]
COL10A1 Human chondrocytes No cartilage abnormalities H Restriction enzyme-based method and DNA bisulfite sequencing [18]
MSC on chondrogenesis L
ACAN OA chondrocytes Not specified L - [20]
MMP3 OA chondrocytes THR vs. #NOF L - Restriction enzyme-based method [21]
MMP9 OA chondrocytes THR vs. #NOF L - Restriction enzyme-based method [21]
MMP13 OA chondrocytes THR vs. #NOF L - Restriction enzyme-based method [21]
OA chondrocytes THR vs. #NOF L Bisulfite pyrosequencing [22]
OA chondrocytes THR vs. #NOF L Bisulfite sequencing and pyrosequencing [23]
ADAMTS4 OA chondrocytes THR vs. #NOF L - Restriction enzyme-based method [21]
THR vs. #NOF L Restriction enzyme-based method [24]
IL1B Human chondrocytesa THR vs. #NOF L Restriction enzyme-based method [25]
OA chondrocytes THR vs. #NOF L Bisulfite pyrosequencing [22]
IL8 OA chondrocytes THR vs. #NOF L Bisulfite pyrosequencing [27]
SOCS2 OA chondrocytes THR vs. #NOF L Bisulfite pyrosequencing [29]
LEP Min OA and normal chondrocytes THR and TKR vs. Normal chondrocytes H DNA bisulfite sequencing [31]
Max OA chondrocytes L
SOD2 OA chondrocytes THR vs. #NOF H DNA bisulfite sequencing [33]
iNOS OA chondrocytes THR vs. #NOF L Bisulfite sequencing or pyrosequencing. [34]
SOX9 MSC on chondrogenesis Synovium–derived MSC L DNA bisulfite sequencing [39]
OA chondrocytes THR vs. #NOF H Methylation-specific PCR and bisulfite sequencing [40]
SOX4 Synovium-derived MSC L DNA bisulfite sequencing [39]
RUNX2 MSC on chondrogenesis Synovium-derived MSC L DNA bisulfite sequencing [39]
Growth factors
BMP7 Human aged chondrocytes Knee tissue donors H Methylation specific PCR [42]
SOST OA chondrocytes TKR vs. Knee fracture L Methylation-specific PCR and bisulfite sequencing [45]
GDF5 Human chondrocytes CH8 cell line L Bisulfite pyrosequencing [49]
p21WAF1/CIP1 OA chondrocytes TKR vs. Normal human femoral condyles L DNA bisulfite sequencing [51]
DIO2 OA chondrocytes THR/TKR vs. Preserved chondrocytes H MALDI-TOF mass spectrometry [55]
L: Low; H: High; ECM: Extracellular Matrix; AC: Articular Cartilage; MSC: Mesenchymal Stem Cells; THR: Total Hip Replacement; TKR: Total Knee Replacement; #NOF: Fracture of the Neck Of Femur; aExposed to IL-1β and TNF-α; ROS: Reactive Oxygen Species.

3.3.1. Methylation in ECM genes

Chick embryo chondrocytes express type II collagen; however, if they dedifferentiate, they cease their synthesis and begin to synthesize type I collagen, which is more typical in fibroblasts. Interestingly, in chick embryo chondrocytes, the Col2a1 gene exhibits reduced methylation in comparison with that of fibroblasts, but there is no change in methylation status when chondrocytes become dedifferentiated [17]. In human articular chondrocytes and in MSC subjected to chondrogenesis, all of the 74 CpG sites of a region around the Transcription Start Site (TSS) of the COL2A1 gene promoter are unmethylated. However, this does not correlate with COL2A1 expression because, in human articular chondrocytes, gene expression is low, whereas in MSC subjected to chondrogenesis, COL2A1 demonstrates high expression [18]. On the other hand, in chondrocytes from patients with OA and controls, all of the 21 CpG sites in the COL2A1 enhancer are nearly completely demethylated; however, COL2A1 expression is 9-fold higher in OA chondrocytes in comparison with controls [19]. All of these findings suggest that the regulation of COL2A1 could be independent of DNA methylation of the gene itself.

Type IX collagen is important for the formation of a stable collagen network and for the maintenance of cartilage organization and integrity. COL9A1 gene-expression levels in OA chondrocytes are 6,200-fold lower than in normal chondrocytes, and six of the eight CpG sites of the COL9A1 promoter are significantly hypermethylated [19]. Human articular chondrocytes are negative for type X collagen unless they become hypertrophic. In these cells, two CpG sites of COL10A1 are consistently methylated and there is no gene expression. In contrast, in chondrocytes produced from MSC, there is reduced methylation at these two CpG sites, with strong COL10A1 expression [18]. Aggrecan is an essential component of cartilage ECM that is reduced during aging; hence, it is associated with OA development; however, there are no significant changes in methylation levels at the CpG island of the Aggrecan (ACAN) gene promoter in normal aged or in OA chondrocytes [20]. Thus, it appears that the expression of ACAN is not modulated by changes of methylation in the promoter region.

3.3.2. Matrix-Degrading Enzyme Genes

MMP expression in healthy cartilage is low and, in contrast, it is elevated in OA, resulting in ECM degradation. Methylation analysis of the promoter region of MMP3, MMP9, and MMP13 genes in OA cartilage shows a significant loss of methylation in comparison with normal cartilage. However, not all CpG sites of these promoter genes are equally susceptible to methylation loss and, for each gene, there is a specific CpG site from TSS where demethylation is more significant: at -635 bp for MMP3; at -36 bp for MMP9, and at -110 bp for MMP13 [21]. In addition, methylation at the -110 bp site for MMP13 decreases the binding of Hypoxia-inducible Factor 2 Alpha (HIF-2α), a TF that regulates MMP13 expression [22]. On the other hand, demethylation of another specific region in the MMP13 promoter, the -104 bp site, correlates with increased MMP13 expression and avoids the binding of a TF, the cAMP Response Element Binding (CREB) [23]. ADAMTS5 is considered the major aggrecanase in OA; however, ADAMTS4 also contributes to aggrecan degradation. There is methylation loss at CpG sites in the ADAMTS4 promoter, but the -753 bp site comprises the most consistently demethylated site, with concomitant, strong ADAMTS4 expression up to 700-fold in the surface zone of OA cartilage [21, 24]. All of this is of interest because previously it was widely thought that the methylation of each CpG site was required to repress gene expression; however, these findings suggest that methylation of a single site may be sufficient to affect gene expression.

3.3.3. Inflammation-Related Genes

Under normal conditions, there is no expression of IL-1β gene (IL1B) in human articular chondrocytes; however, when these are experimentally exposed to IL-1β and TNF-α there is a loss of DNA methylation at a specific CpG site (-299 bp) in the promoter and IL1B expression increases 100- to 1,000- fold [25]. Interestingly, in OA chondrocytes, the same IL1B CpG site is demethylated [22], which suggests that inflammatory cytokines can change methylation status at specific CpG sites during the OA process. Interleukin 8 (IL-8), also known as Chemokine (C-X-C motif) Ligand 8 (CXCL8), is a pro-inflammatory chemokine that mediates the activation and migration of neutrophils into tissue from peripheral blood, as well as the release of MMP13 [26]. In OA chondrocytes, IL8 expression is considerably high, and its promoter region is significantly demethylated at three CpG sites: -116 bp; -106 bp, and -31 bp, with -116 bp CpG site the strongest predictor of IL8 expression [27]. Suppressors of Cytokine Signaling proteins (SOCS) are inhibitors of cytokine signaling, and include SOCS1-SOCS7 and Cytokine-Inducible SH2-domain-1 (CIS-1), with SOCS1, SOCS2, SOCS3, and CIS-1 the best characterized of these [28]. The SOCS2 promoter possesses 28 CpG sites in OA chondrocytes; 16 of these CpG sites, located between -920 and -641 bp, are hypermethylated, while 13 CpG sites, localized between -419 and -15 bp, are demethylated. However, there is no difference in SOCS2 promoter methylation status between OA and normal chondrocytes or in human chondrocytes after cytokine stimulation. On the other hand, the gene expression of SOCS2 is reduced in OA chondrocytes [29], suggesting that this is not regulated due to DNA methylation of the gene itself.

Leptin (LEP) is a cytokine-like peptide secreted by white adipose tissue that can regulate bone growth through collagen synthesis, mineralization, osteoblast proliferation, and the stimulation of endochondral ossification [8]. LEP is directly correlated with the OA grade, and its upregulation increases MMP9 and MMP13 expression [30]. In healthy chondrocytes and in the chondrocytes of minimal OA, LEP promoter is highly methylated with a consequent very low gene expression; this downregulation of LEP exerts an effect on MMP13 expression by reducing its levels significantly, whereas in advanced OA, LEP promoter possesses very low levels of methylation and the gene is highly expressed [31].

3.3.4. Reactive Oxygen Species-Related Genes

Chondrocytes express Nicotinamide adenine dinucleotide phosphate-Oxidase (NOX) and Nitric Oxide Synthase (NOS) family members, which generate the Reactive Oxygen Species (ROS): NO and anion superoxide. The increase of NO in articular chondrocytes suppresses energy metabolism, activates MMP, and represses the synthesis of collagen type II and aggrecan in ECM [32]. To prevent damage due to ROS accumulation, chondrocytes produce the Superoxide Dismutase (SOD) enzymes SOD1, SOD2, and SOD3, which are downregulated in OA chondrocytes. In OA cartilage, there is significantly increased methylation at CpG sites of the SOD2 promoter, with low expression levels of the gene [33]. NO production in OA is also the consequence of upregulation of inducible NOS (iNOS), which is activated by IL-1β and TNF-α [34]. In the promoter and enhancer regions of iNOS, between -1400 bp and +117 bp from the TSS, there are 13 CpG sites (seven in the promoter, and six in exon 1 nearest to the TSS). Nevertheless, in OA and normal chondrocytes, six of the seven CpG sites of the iNOS promoter are predominantly methylated, and the remaining CpG sites of the promoter closest to the TSS (-289 bp) and the six sites of the exon 1 are demethylated [35]. These data indicate that epigenetic regulation of iNOS in human chondrocytes does not involve the promoter region between -1400 bp and -117 bp.

iNOS expression is regulated by NF-κB, a signaling factor activated by tissue damage and inflammation. The iNOS enhancer region contains NF-κB binding sites, and the CpG sites of that region in OA chondrocytes are significantly demethylated. It appears that the loss of methylation at specific CpG sites in the iNOS promoter could not account for its abnormal expression; however, demethylation of specific NF-κB enhancer elements could explain the increased iNOS expression in OA [35]. Interestingly, glucosamine and an NF-κB inhibitor inhibit cytokine-induced demethylation at a specific site in the IL1B gene promoter, resulting in decreased gene expression [36].

3.3.5. Transcription Factor Genes

Sex-determining region Y-box 1 (SOX) belong to a family of TF that carries a characteristic High-Mobility-Group (HMG) domain that binds DNA in a sequence-specific manner [37]. SOX are expressed in all chondrogenic cells, with the exception of hypertrophic chondrocytes, and play a significant role in the maintenance of chondrocytic phenotypes [37]. SOX9 is a key factor for chondrogenesis because it is required for controlling the expression of essential ECM genes, such as COL2A1, COL9A1, COL11A1, and ACAN [37, 38]. Methylation analysis of the promoter region of SOX9 and Runt-related transcription factor 2 (RUNX2) in MSC subjected experimentally to chondrogenesis demonstrates low methylation and increased gene expression, regardless of the differentiation status during chondrogenesis [39], whereas in OA chondrocytes, there is downregulation of SOX9 and promoter methylation is increased, reducing the binding affinity of TF such as CREB and CCAAT-Binding Factor/Nuclear Factor-Y (CBF/NF-Y) [40]. These data indicate that promoter regions of chondrogenesis-related genes SOX9 and RUNX2 are maintained at low levels during chondrogenesis to favor their expression; however, a change in the methylation status of SOX9 promoter could be associated with OA development.

3.3.6. Growth Factors and Its Antagonists

Bone Morphogenetic Protein 7 (BMP7), or Osteogenic protein 1 (OP-1), is a member of the TGF-β superfamily of regulatory molecules. BMP7 is involved in cartilage maintenance and repair by regulating genes of ECM, of anabolic pathways and of bone formation, as well as genes of regulation of cytokines and of various catabolic pathways responsible for ECM degradation and apoptosis [41]. In aged chondrocytes, a positive correlation between age and methylation of the BMP7 promoter is observed, with concomitant decreased expression of BMP7, as well as of genes regulated by BMP7, such as IGF-1, IGF-1 receptor (IGF-1R), and ACAN [42]. This age-related increased methylation in the BMP7 promoter may contribute to the cartilage loss observed in aging and during the progression of OA. Sclerostin (SOST) is a BMP antagonist that modulates mitogenic activity through sequestering BMP [43]. In OA, SOST promotes subchondral bone sclerosis and inhibits cartilage degradation [44]. In OA chondrocytes, the CpG region of the SOST promoter is hypomethylated and gene expression is upregulated compared with normal chondrocytes. Interestingly, demethylation of the gene promoter favors Smad 1/5/8 binding, increasing the expression of SOST [45].

Growth Differentiation Factor 5 (GDF5) is also a member of the TGF-β superfamily and is implicated in chondrogenesis and in chondrocyte proliferation [46]. A Single Nucleotide Polymorphism (SNP) located in the 5´Untranslated Region (5´UTR) of the GDF5 gene, the rs143383 (C/T), is strongly associated with OA and exerts a functional effect [47]. In OA chondrocytes, the OA-risk T allele exhibits lower expression of the gene than that of the C allele, a phenomenon known as Differential Allelic Expression (DAE) [48]. The effect of rs143383 is dependent on a second SNP also localized within the 5´UTR of GDF5, the rs143384 (C/T), and decreased expression of the T allele of rs143383 is only observed in individuals who are compound heterozygous for both SNP. In cell lines and joint tissues, there is demethylation of GDF5 correlating with its increased expression, and interestingly, CpG sites formed by the C alleles of both SNP are variably methylated, and demethylation of the heterozygous cell line increases the DAE imbalance between C and T alleles [49]. This indicates that the DAE variability, thus the OA susceptibility conferred by rs143383, is regulated by DNA methylation.

3.3.7. Other Genes

Similar findings to those for SOCS2 are found in the Cyclin-dependent kinase inhibitor 1 (p21WAF1/CIP1) gene; this is not an inflammation-related gene, but an inhibitor of cell proliferation that is highly expressed in non-proliferating chondrocytes [50]. In OA chondrocytes, p21WAF1/CIP1 is downregulated regardless of its promoter methylation status [51]; thus, it appears that at least in chondrocytes, its downregulation is not due to hypermethylation of the promoter.

The Deionidase Iodothyronine type 2 (DIO2) gene encodes a selenoprotein that catalyzes the conversion of an inactive thyroid hormone (T4) to its active form (T3). T3 drives the terminal maturation of growth plate chondrocytes, leading to cell hypertrophy, ECM destruction and mineralization, and the formation of bone [52]. Two SNPs of DIO2 have been associated with OA, with a protective association conferred by the T allele of rs12885300 (T/C), and a clear, predisposing association with the C allele of rs225014 (C/T) and with the haplotype C-C formed by these two SNP [53]. DIO2 also exhibits DAE, with the OA-risk C allele more abundantly present in articular joint tissues than the T allele [54]. In the methylation analysis of DIO2, a CpG site 2031 bp upstream of the TSS is methylated in OA cartilage, with a surprisingly positive association between methylation and DIO2 expression. This effect appears to be driven by the risk C allele, because the homozygosity and heterozygosity for this allele show hypermethylation at the CpG 2031 bp site with increased expression of DIO2, while in the homozygous T allele, there are no differences in methylation or gene expression [55]. This positive correlation between methylation and DIO2 expression in articular cartilage among carriers of the rs225014 OA-risk C allele does not act in accordance with the typical inverse relationship between CpG methylation and gene expression.

3.3.8. Other Cytosine Modifications

Most studies have explored the role of C methylation; however, recently a role for 5-hydroxymethylcytosine (5hmC) as an epigenetic mark has been described. The Ten-eleven translocation cytosine dioxygenases (TET) comprise TET1, TET2, and TET3. These proteins catalyze 5mC oxidation and generate 5mC derivatives, including 5hmC, which is stably present in the majority of tissues and might function as an epigenetic mark (Fig. 1) [56]. A recent study demonstrated a global increase in 5hmC levels up to 5-6-fold in OA chondrocytes, and locus-specific analysis showed a significant increase of 5hmC content in MMP1 and MMP3 promoters. With regard to TET proteins, there are no differences in TET2 and TET3 expression, but surprisingly, significant downregulation of TET1 is observed in OA chondrocytes, as well as in normal chondrocytes exposed to IL-1β and TNF-α [57]. It is surprising that significant downregulation of TET1 is concomitant to an increase in 5hmC in OA chondrocytes, considering that a loss of TET1 in some cancers leads to an opposite effect: a global loss of 5hmC [58]. These observations suggest that the increase in 5hmC and downregulation of TET1 demonstrate clear perturbation of 5hmC homeostasis in OA chondrocytes.

3.3.9. Genome-wide Methylation Analyses

Lately, genome-wide methylation and genome-wide 5-hydroxymethylation profiles in OA have been developed with very interesting results (Table 2) [59-66]. The main findings of these studies can be summarized as follows: 1) OA can be distinguished undoubtedly from controls according to their DNA methylation profile; 2) OA of the hip and the knee possesses different DNA methylation profiles; 3) Differentially Methylated Regions (DMR) are represented more consistently in genes participating in TGF-β signaling, developmental pathways (specifically the homeobox family of TF), inflammation, and ECM degradation pathways; 4) Differentially Methylated Loci (DML) more consistently include RUNX1, genes associated with the degradation of ECM (ADAMTS and MMP), and genes that are members of the TGF-β signaling pathway (ACRV1B, SMAD2, SMAD3, TGFBR2, TGFB1, and BMP6); 5) there are DMR between OA and patients with Osteoporosis (OP), with an inverse methylation relationship of methylation in both groups; 6) OA can be differentiated from controls according to their 5-hydroxymethylome, observing a global increase of 5hmC, at least for OA of the knee, and 7) Differentially hydroxymethylated Regions (DhMR) are related to Wnt-signaling and bone-remodeling pathways, as well as with genes previously related to OA (MMP3, GDF5, and COL11A1).

Table 2. Genome-wide methylome and genome-wide 5-hydroxymethylome profiles in osteoarthritis.
Sample (n) CpG sites analyzed DML Gene Ontology Analysis a Ref.
All Hyper-methylated Hypo-methylated
THR and Osteoporotic hip
(26 vs. 27)
> 27,000 241 217 24 Homeobox superfamily of TF (HOXA9, IRX2, MSX2) and genes of cell differentiation [59]
TKR and Healthy controls b
(25 vs. 20)
> 27,000 91 54 37 Inflammation and Regulation of transcriptional activity-related genes and RUNX1 and MSX1 genes [60]
(23/73 vs 21)
>485,000 [61]
THR vs. #NOF 5,322 2,669 2,653 Degradation of ECM, anabolic/catabolic pathway of cartilage homeostasis, TGF-β pathway
THR Cluster1 vs. Cluster2c 15,239 8,524 6,915 Inflammation, Cartilage degradation, and TGF-β pathways
TKR Cluster1 vs. Cluster2c 5,769 3,000 2,769 Immune response
THR vs. TKR 5,547 2,598 2,949 Genes involved in OA pathogenesis (ADAM12, ADAMTS5, GDF5)
OA vs. Intact cartilage >485,000 550 172 378 TGF-β pathway genes and RUNX1 and FURIN
~244,000 1,214 1,070 144 TGF-β and WNT pathways [63]
Severe OA vs. Mild OA d Hypermethylation of genes related with TGF-β (BMP2, BMP4, MAPK3, SMAD)
TKR vs. THR 6,272 Developmental pathways (limb development and skeletal system morphogenesis) [64]
Damaged vs. Undamaged cartilage
(14 vs. 17)
Homeobox (HOX) cluster
TKR, THR, and controls
(5, 6, and 7)
>485,000 Skeletal and embryonic organ system development and Homeobox (HOX) [65]
TKR vs. Controls 72
THR vs. Controls 26
TKR/THR vs. Controls 103
THR vs. TKR 67
After removing overlaps 239 112 127
TKR vs. Ligament reconstruction
(4 vs. 4)
70,591e 44,288f 26,303g Increased DhMR in Wnt-signalling and bone-remodeling pathways [66]
Loss of DhMR in cell adhesion, skeletal muscle development
Gene expression change in MMpP3, MMP13 and inflammation-related genes
DML: Differential Methylated Loci; THR: Total Hip Replacement; TKR: Total Knee Replacement; NOF#: Neck of Femur fracture. a: The main results are presented b: Obtained at autopsy from cadavers with no macroscopic signs of OA c: Defined according to unsupervised hierarchical analysis d: Damaged or undamaged cartilage was assessed macroscopically e: Differentially hydroxyMethylated Regions (DhMR) f: Hyper-5-hydroxymethyated g: Hypo-5-hydroxymethyated.


Analysis of DNA methylation in individual loci in OA chondrocytes has shown the expected correlation between methylation levels and gene expression; however, there are exceptions to this rule, such as the COL2A1, SOCS2, and p21WAF1/CIP1 genes, in which, despite low methylation levels, gene expression is also decreased. This suggests that, at least for these genes, demethylation is not sufficient to inactivate gene expression, and that several factors could be acting to favor this, for instance, the following: 1) the methylation state of other CpG sites in the islands or even in the island shores of these loci; 2) the role of other epigenetic mechanisms in transcriptional repression, such as histone modifications, chromatin remodeling, and miRNA, in that they are not mutually exclusive [67], and 3) the method employed to assess DNA methylation because, in several studies, the method was different and this could confer variations on the results (Table 1).

According to the findings of genome-wide methylation analyses, OA is differentially methylated in comparison with controls; however; there is evidence that OA of the hip and of the knee possess different epigenetic signatures. The comparison between OA of the knee and of the hip has revealed several differentially methylated loci, and the gene ontology analysis of those genes expose the preponderance of developmental pathways (i.e., skeletal system morphogenesis) and HOX genes [61, 64, 65]. The latter comprise a highly conserved cluster of genes that encode transcription factors of embryonic development that regulate limb morphogenesis and skeletal formation [68]. The location-specific expression of HOX genes might contribute to defining joint-specific biology and suggests that there may be unique pathways that distinguish OA of the knee from OA of the hip. In this regard, it has been described that OA of the knee and of the hip has also different genetic associations [69]. These findings indicate that OA-associated signals are often joint-specific, and it can be proposed that at least these OA types could be considered as two different entities.

Since OA possesses distinctive methylation profiles, DNA methylation profiling could be a useful diagnostic tool, allowing for the identification not only of OA, but also to differentiate knee samples from hip samples, emphasizing the importance of separating the study of OA by anatomical site. On the other hand, several genes involved in OA- specific pathways are differentially methylated may offer potential therapeutic targets. For example, it is well-recognized that IL-1β is implicated in the pathogenesis and progression of OA with an associated CpG demethylation in its gene promoter [35, 38]. Interestingly, in human chondrocyte cultures, it was demonstrated that glucosamine can prevent cytokine-induced demethylation at the -256 CpG site of IL1B promoter with a consequent decreased expression of IL-1β [70], suggesting that modification of DNA methylation is a potential therapeutic strategy for intervening in the OA process. Although further evidence is required to confirm these results, this sheds light on advances for future therapeutic approaches to the disease.

Finally, the recent development of genome-wide hydroxymethylation analysis has made evident the role of another epigenetic mark, the 5hmC [66], the so-called sixth base, the role of which should be further analyzed in OA.


Not applicable.


The author declares no conflict of interest, financial or otherwise.


This work was financially supported by grant No. 180720 of the Consejo Nacional de Ciencia y Tecnología (CONACyT- Mexico City).


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