Bipolar affective disorder: epidemiology, etiology, clinical features, course, and treatment

Bipolar affective disorder: epidemiology, etiology, clinical features, course, and treatment

A recurrent mood disorder of mania or hypomania and depression; the episodes and how ICD-10, ICD-11 and DSM-5-TR classify them, bipolar I and II, cyclothymia and rapid cycling, the causes, the treatment of mania and bipolar depression, long-term lithium and the limits on valproate, and the risk of suicide.

At a glance

  1. Bipolar affective disorder is recurrent episodes of mania or hypomania, in which mood, energy and activity rise together, usually alternating with depression. Mania lasts at least a week, or any time if admission is needed; hypomania lasts several days and causes no severe impairment or psychosis.
  2. ICD-10 needs two episodes, one of them manic, hypomanic or mixed. ICD-11 and DSM-5-TR diagnose bipolar I after a single manic or mixed episode and bipolar II after hypomania with depression; cyclothymia is at least two years of milder swings.
  3. About 1 in 100 adults has bipolar I or II at some time. It usually starts around the age of 20 and is among the most heritable psychiatric disorders, at about 70 per cent.
  4. Mania is treated by stopping any antidepressant and starting an antipsychotic, adding lithium or valproate when needed. An antidepressant alone can tip a patient into mania or a mixed state.
  5. Bipolar depression is treated with quetiapine, olanzapine with fluoxetine, lurasidone or lamotrigine.
  6. Lithium is the first long-term treatment and lowers the risk of suicide. A level above 1.5 mmol/L is dangerous, and valproate is avoided in women who could become pregnant.
  7. Recurrence is the rule. About 5 to 8 per cent die by suicide, and on average people with the disorder die about 13 years early.

Definition and overview

Bipolar affective disorder is a recurrent illness in which episodes of raised mood and energy (mania or hypomania) and, in most patients, episodes of depression are separated by periods of normal mood. It was Kraepelin's manic-depressive insanity, set against dementia praecox by its episodic course and better outcome.

Mania and hypomania differ in severity, not in kind. A mixed episode has manic and depressive symptoms together or alternating within hours.

HypomaniaManiaMixed episode
Durationseveral days (four in DSM-5-TR)at least a week, or any time if admittedat least two weeks in ICD-10 and ICD-11
Functioningsome disruption, often productivework and social life severely disruptedseverely disrupted
Psychotic symptomsnonemay be presentmay be present
Admissionnot neededoften neededoften needed, high suicide risk

The three classifications draw the boundaries differently:

PresentationICD-10ICD-11DSM-5-TR
A single manic episodemanic episode (F30)bipolar type Ibipolar I
Two or more episodes, one manic, hypomanic or mixedbipolar affective disorder (F31), coded by the current episodetype I if any was manic or mixedbipolar I or II
Hypomania and depression, never maniaother bipolar disorder (bipolar II under F31.8)bipolar type IIbipolar II
Manic and depressive symptoms togethermixed episodemixed episodeepisode "with mixed features"
At least two years of mild swingscyclothymia, a persistent mood disorder (F34.0)cyclothymic disorder, in the bipolar groupcyclothymic disorder (one year in children)

ICD-11 (in force since 2022) also asks for increased activity or energy as well as the change in mood for mania and hypomania, and records the current episode and whether psychotic symptoms are present.

Cyclothymia is a persistent instability of mood from early adult life, with many periods of mild elation and mild depression, none meeting the criteria for an episode; it often goes unrecognised as temperament, and some patients later develop bipolar disorder.

Rapid cycling is four or more mood episodes in a year. Estimates vary widely: it affects about 5 to 33 per cent of patients in a given year and a quarter to two fifths at some time, more often women and those with bipolar II. It is usually a phase rather than a fixed subtype, is linked to hypothyroidism, antidepressants and substance misuse, and responds less well to treatment.

Bipolar disorders over three years
Three pale lanes, one above the other, run across the same three years, with ticks for the months beneath. In each lane a fine line marks normal mood across the middle; above it a dotted line marks the level of hypomania, and in the top lane a dashed line, higher, that of mania; below it a dashed line marks a depressive episode. Mood is a soft lavender area, lighter above the middle line when it is raised and deeper below it when it is low. In the top lane, bipolar I disorder, two long deep falls below the depression line alternate with two shorter rises past the mania line, with normal mood between. In the middle lane, bipolar II disorder, the falls are longer and more frequent, and the two rises are brief and reach only past the hypomania line. In the bottom lane, cyclothymia, mood swings up and down all the time but never reaches the dotted or dashed lines.

Point at a name or a part to light it.

Bipolar I disorder has at least one manic episode, usually with depressive ones; bipolar II disorder has hypomania and depression but never mania; and cyclothymia is mild instability of mood, up and down, for at least 2 years, never reaching a manic or depressive episode. In both bipolar disorders depression takes far more of the time than raised mood, most of all in type II, and mood is normal between episodes in many.

Simplified: mood has no scale; up the lane is raised mood, down the lane low mood; each lane is a typical course drawn by hand, not one patient's; episodes vary widely in number and length; mixed episodes, with manic and depressive symptoms together, and rapid cycling, with four or more episodes a year, are not drawn.

4 sources
  1. World Health Organization. Clinical Descriptions and Diagnostic Requirements for ICD-11 Mental, Behavioural and Neurodevelopmental Disorders (CDDR). WHO, 2024. Bipolar or related disorders, 6A60 to 6A6Z.
  2. Semple D, Smyth R. Oxford Handbook of Psychiatry, 4th edition. Oxford University Press, 2019. Chapter 7, Bipolar illness.
  3. Judd LL et al. The long-term natural history of the weekly symptomatic status of bipolar I disorder. Archives of General Psychiatry, 2002;59(6):530–537.
  4. Judd LL et al. A prospective investigation of the natural history of the long-term weekly symptomatic status of bipolar II disorder. Archives of General Psychiatry, 2003;60(3):261–269.

Etiology and pathophysiology

Bipolar disorder is one of the most heritable psychiatric disorders. Twin studies put the heritability at about 70 per cent, identical twins are concordant far more often than non-identical ones, and first-degree relatives have roughly seven times the general risk, with more depression, schizoaffective disorder and schizophrenia among them too. Genome-wide studies find many common variants of small effect, among the first CACNA1C (a calcium channel gene) and ANK3, overlapping with those of schizophrenia and depression; no single gene causes it.

LevelWhat is found
Neurotransmittersexcess dopamine signalling in mania: stimulants and levodopa can cause it, dopamine-blocking drugs treat it; changes in noradrenaline, serotonin and glutamate
Body clockdisturbed circadian rhythms; loss of sleep, jet lag and shift work trigger mania; seasonal peaks of mania in spring and summer
Stress systemoveractivity of the hypothalamic–pituitary–adrenal axis, as in depression
Brain structurethinner prefrontal cortex and smaller hippocampi, over-reactive amygdala, white matter changes; most marked after many episodes
Cellsmitochondrial and calcium signalling changes; lithium acts on inositol signalling and the enzyme GSK-3, but its exact therapeutic mechanism is unknown
  1. 1

    Vulnerability

    Inherited risk, sometimes with a cyclothymic or hyperthymic temperament, lowers the threshold for mood episodes.
  2. 2

    Triggers

    Loss of sleep, childbirth, life events, antidepressants, stimulants, corticosteroids and alcohol set off an episode.
  3. 3

    Episode

    Mood, energy, sleep and thinking shift together for weeks to months, then return to baseline.
  4. 4

    Kindling

    Early episodes need a trigger and later ones less, so episodes come more often and more on their own; prompt, continuing treatment aims to stop this.

Mania can also be secondary to a physical cause, which is looked for especially when it starts after the age of 50 or with neurological signs:

GroupCauses
Drugs and substancescorticosteroids, levodopa, amphetamines and cocaine, antidepressants, anabolic steroids, isoniazid
Endocrinehyperthyroidism, Cushing syndrome
Brain diseasestroke (mostly right-sided), tumours, multiple sclerosis, frontotemporal dementia, temporal lobe epilepsy, head injury
InfectionHIV, neurosyphilis, encephalitis

Clinical features

DomainIn mania
Moodelated, expansive or irritable, and labile, sometimes tearful within the same hour
Energy and sleepoveractivity and restlessness; little need for sleep without tiredness, often the first sign
Speech and thoughtpressure of speech, flight of ideas, puns and rhymes, distractibility
Self-esteemgrandiosity, from inflated confidence to delusions of special powers, wealth or identity
Behaviouroverspending, debts, sexual disinhibition, reckless driving, social intrusiveness, neglect of food and drink
Psychotic symptomsgrandiose or religious delusions; persecutory delusions when others are seen as obstructing; hallucinations; first-rank symptoms in some
Insightusually lost in mania, kept in hypomania

Hypomania is the same picture in milder form, without psychosis: more energy, sociability, talkativeness and less sleep, which the patient often enjoys and rarely reports. Bipolar depression looks like unipolar depression but is more often atypical, with oversleeping, overeating and heavy fatigue, and more often psychotic. Mixed states combine depressed mood with racing thoughts, agitation and insomnia, and carry the highest suicide risk.

The first episode is often depressive, so the illness may be treated as recurrent depression for years. Features that raise the suspicion are onset in the teens or early twenties, many short episodes, atypical or psychotic features, postpartum onset, a family history of bipolar disorder and a switch into elation on an antidepressant.

Diagnosis and management

Assessment

The diagnosis is clinical, built from the history, the mental state and an account from someone who knows the patient, because insight is poor and hypomania is seldom volunteered. The Young Mania Rating Scale measures the severity of mania, and the Mood Disorder Questionnaire screens for past highs in patients with depression.

Investigations look for causes and prepare for treatment: full blood count, kidney function with eGFR, liver and thyroid function, calcium, glucose or HbA1c, lipids, weight and blood pressure, a urine drug screen, a pregnancy test where relevant and an ECG if there is heart disease or an antipsychotic is planned. Brain imaging is done for late onset, atypical features or neurological signs.

DifferentialPointers
Recurrent depressive disorderno history of mania or hypomania, asked about carefully
Schizoaffective disorder and schizophreniapsychotic symptoms outside mood episodes, or as prominent as the mood symptoms in the same episode
Organic and drug-induced manialate onset, neurological signs, a new drug or substance, clouded consciousness
Borderline personality disordermood shifts within hours in response to people and events, chronic emptiness, repeated self-harm; no sustained change in sleep need and energy
ADHDlifelong and continuous rather than episodic
Stimulant intoxicationshort-lived, drugs in the urine, settles within days

Acute mania

  1. 1

    Make safe

    Assess risk to the patient and others, finances, driving and children. Admission is often needed, under mental health law when insight is lost. A calm, low-stimulation ward helps; physical health, food and fluids are checked.
  2. 2

    Remove triggers

    Any antidepressant is stopped; stimulants and alcohol are addressed, and sleep is protected.
  3. 3

    Antipsychotic

    An antipsychotic is the first choice: haloperidol, olanzapine, quetiapine or risperidone. If it does not work at an adequate dose, another of these is tried.
  4. 4

    Mood stabiliser

    Lithium is added if the response is not enough, or valproate where lithium does not suit and the patient cannot become pregnant. A patient already on lithium has the level checked and the dose optimised first.
  5. 5

    Settle

    A short course of a benzodiazepine such as lorazepam for agitation and sleep. ECT for severe, life-threatening or treatment-resistant mania, and as an option in pregnancy.

In network meta-analyses, antipsychotics act faster and more strongly against mania than mood stabilisers; haloperidol, olanzapine and risperidone are among the most effective, and olanzapine, risperidone and quetiapine are among the best tolerated. Hypomania is treated the same way, usually at home.

Bipolar depression

TreatmentNotes
Quetiapinelicensed for bipolar depression in the UK and many EU countries; sedation, weight gain
Olanzapine with fluoxetinea first choice in UK guidance; the fixed combination is licensed only in the United States; weight gain
Lurasidonerecommended in BAP and North American guidelines and licensed for bipolar depression in the United States; in the EU and UK it is licensed only for schizophrenia
Lamotriginemodest acute effect, better at preventing depressive relapse; raised slowly to avoid Stevens–Johnson syndrome, and at half the dose with valproate
Lithiumthe level optimised if already taken; lowers suicide risk
ECTsevere, psychotic or life-threatening depression
Psychological therapyCBT or a structured bipolar therapy, alongside medication

Antidepressants help bipolar depression less than unipolar depression. On their own they risk a switch into mania or a mixed state and faster cycling, more with tricyclics and venlafaxine than with SSRIs or bupropion, so in bipolar I they are used only with an antimanic drug, and stopped when mixed features or hypomania appear.

Long-term treatment

Long-term treatment is offered after a manic episode, and usually continues for years, often for life. Lithium is the first choice: it prevents both manic and depressive relapses and has the strongest evidence of any treatment for lowering suicide in mood disorders. Valproate added to lithium, or lithium alone, prevented relapse better than valproate alone in a large trial. Where lithium is unsuitable or fails, the options are olanzapine, quetiapine or aripiprazole (more against mania), lamotrigine (more against depression), valproate within its limits, or a long-acting injectable antipsychotic when adherence is the problem.

LithiumWhat to know
Target level0.6 to 0.8 mmol/L, 12 hours after the dose; 0.8 to 1.0 after a relapse on lithium or with persisting symptoms
Monitoringlevels weekly after starting and after each dose change until stable, then every 3 months in the first year and every 6 months after (every 3 months in older people, with interacting drugs or a last level of 0.8 or more); eGFR, thyroid function, calcium and weight every 6 months
Common effectsfine tremor, thirst and polyuria (nephrogenic diabetes insipidus), weight gain, hypothyroidism, hypercalcaemia from hyperparathyroidism, acne and psoriasis worse
Long terma slow decline in kidney function in some, rarely to chronic kidney disease
Raised levelsdehydration, vomiting and diarrhoea, low-salt diets, NSAIDs, ACE inhibitors, angiotensin receptor blockers and thiazides
Toxicityabove 1.5 mmol/L: coarse tremor, ataxia, slurred speech, vomiting, diarrhoea, confusion, seizures and coma; stop lithium, rehydrate, haemodialysis if severe
Stoppingtapered over at least four weeks, preferably up to three months, as sudden stopping brings rebound mania

Pregnancy is planned with the psychiatrist. Lithium carries a small risk of heart malformations and needs closer level monitoring in pregnancy and after delivery, and carbamazepine and valproate are teratogenic. After childbirth about a third of women with bipolar disorder or a past postpartum psychosis relapse; among women with bipolar disorder, about two thirds of those who were off medication in pregnancy relapse, against under a quarter of those who continued it.

Psychological and social care

  • Psychoeducation, in groups or individually, teaches the patient and family the illness, its early warning signs and a relapse plan; it reduces relapses.
  • Regular sleep and daily routines (interpersonal and social rhythm therapy), family-focused therapy and CBT are offered for relapse prevention.
  • Alcohol and drugs are addressed, as they trigger episodes and worsen the course.
  • Physical health is checked at least yearly: weight, blood pressure, glucose, lipids and smoking, because antipsychotics and the illness raise the risk of metabolic syndrome.
  • An advance statement records what the patient wants done in the next episode; work, money and relationships are protected through the illness.

Suicide risk

Suicide risk is among the highest in psychiatry. It peaks in depressive and mixed episodes, early in the illness and after discharge, and rises with alcohol, previous attempts, hopelessness and a family history of suicide. It is asked about at every contact, and lithium is kept in mind for its protective effect, although an overdose of lithium is itself dangerous.

Epidemiology

live with bipolar disorder, about 36 million worldwide in 2023
1 in 226people
lifetime prevalence of bipolar I and of bipolar II across many countries
0.6 and 0.4per cent
the usual age at onset
about 20years

Counting milder forms, the bipolar spectrum affects about 2 per cent of people in a lifetime. Bipolar I affects men and women equally; bipolar II and rapid cycling are more common in women, and first episodes tend to be manic in men and depressive in women. Onset is usually between the mid-teens and the mid-twenties, and new onset after 50 is uncommon enough to suggest a physical cause. Several years often pass between the first episode and the correct diagnosis. Most patients also have another disorder at some time, most often an anxiety disorder or alcohol or drug misuse.

Prognosis

Bipolar disorder is a lifelong, recurrent illness. More than nine in ten people who have one manic episode have further episodes; untreated, many have ten or more in a lifetime, and the intervals tend to shorten over the first few episodes before settling. Episodes last weeks to months, mania usually shorter than depression, and patients spend far more time depressed than manic. Many recover fully between episodes, but a substantial minority keep residual depressive symptoms, cognitive difficulties or poor functioning.

Better outcomeWorse outcome
good response to and adherence with lithiumrapid cycling, mixed episodes
full recovery between episodesresidual symptoms, many previous episodes
no substance misusealcohol or drug misuse, anxiety disorder
good social support, stable workearly onset, psychotic features, poor adherence

In a large Danish cohort followed for up to 36 years, about 8 per cent of men and 5 per cent of women with bipolar disorder died by suicide, and between a quarter and a half of patients attempt it at some time. On average people with the disorder die about 13 years earlier than the general population, mostly from cardiovascular disease, as well as from suicide and accidents.

Check yourselfAnswer, then say how sure you were: a lucky guess still counts as a weak point.

1A 29-year-old architect has had two depressive episodes treated by her GP. She describes five days last spring when she slept four hours a night without tiredness, talked more, had many ideas and finished a project early. Colleagues noticed but she kept working normally, and she had no psychotic symptoms. What is the diagnosis in DSM-5-TR and ICD-11?

2A 35-year-old man taking sertraline for depression is brought in by his wife. For ten days he has barely slept, spent his savings on cars, talked without pause and says he has been chosen to lead the country. He is irritable and has no insight. He takes no other medication. What is the first step in treatment?

3A 64-year-old woman has taken lithium for 15 years. A week after starting ibuprofen for knee pain, and two days into an episode of diarrhoea, she has a coarse tremor, unsteady gait, slurred speech, vomiting and confusion. Her lithium level is 2.1 mmol/L. What is the right management?

4A 31-year-old woman with bipolar I disorder, who has had two manic episodes, now has a moderate depressive episode. She takes no medication. Which treatment does UK guidance offer first?

5A 24-year-old woman with bipolar I disorder is recovering from a manic episode and needs long-term treatment. She is not planning a pregnancy. What is right about her choice of mood stabiliser?