Biomechanical evaluation of anterior spinal instrumentation systems for scoliosis: in vitro fatigue simulation

Time-dependent biomechanical evaluation for corrective planning of scoliosis using finite element analysis - A comprehensive approach

Scoliosis is a medical condition marked by an abnormal lateral curvature of the spine, typically forming a sideways "S" or "C" shape. Mechanically, it manifests as a three-dimensional deformation of the spine, potentially leading to diverse clinical issues such as pain, diminished lung capacity, and postural abnormalities. This research specifically concentrates on the Adolescent Idiopathic Scoliosis (AIS) population, as existing literature indicates a tendency for this type of scoliosis to deteriorate over time. The principal aim of this investigation is to pinpoint the biomechanical factors contributing to the progression of scoliosis by employing Finite Element Analysis (FEA) on computed tomography (CT) data collected from adolescent patients. By accurately modeling the spinal curvature and related deformities, the stresses and strains experienced by vertebral and intervertebral structures under diverse loading conditions can be simulated and quantified. The transient simulation incorporated damping and inertial terms, along with the static stiffness matrix, to enhance comprehension of the response. The findings of this study indicate a significant reduction in the Cobb angle, halving from its initial value, decreasing from 35° to 17°. In degenerative scoliosis, failure was predicted at 109 cycles, with the Polypropylene brace deforming by 10.34 mm, while the Nitinol brace exhibited significantly less deformation at 7.734 mm. This analysis contributes to a better understanding of the biomechanical mechanisms involved in scoliosis development and can assist in the formulation of more effective treatment strategies. The FEA simulation emerges as a valuable supplementary tool for exploring various hypothetical scenarios by applying diverse loads at different locations to enhance comprehension of the effectiveness of proposed interventions.

Hydroxyapatite Use in Spine Surgery—Molecular and Clinical Aspect

Hydroxyapatite possesses desirable properties as a scaffold in tissue engineering: it is biocompatible at a site of implantation, and it is degradable to non-toxic products. Moreover, its porosity enables infiltration of cells, nutrients and waste products. The outcome of hydroxyapatite implantation highly depends on the extent of the host immune response. Authors emphasise major roles of the chemical, morphological and physical properties of the surface of biomaterial used. A number of techniques have been applied to transform the theoretical osteoconductive features of HAp into spinal fusion systems—from integration of HAp with autograft to synthetic intervertebral implants. The most popular uses of HAp in spine surgery include implants (ACDF), bone grafts in posterolateral lumbar fusion and transpedicular screws coating. In the past, autologous bone graft has been used as an intervertebral cage in ACDF. Due to the morbidity related to autograft harvesting from the iliac bone, a synthetic cage with osteoconductive material such as hydroxyapatite seems to be a good alternative. Regarding posterolateral lumbar fusion, it requires the graft to induce new bone growth and reinforce fusion between the vertebrae. Hydroxyapatite formulations have shown good results in that field. Moreover, the HAp coating has proven to be an efficient method of increasing screw fixation strength. It can decrease the risk of complications such as screw loosening after pedicle screw fixation in osteoporotic patients. The purpose of this literature review is to describe in vivo reaction to HAp implants and to summarise its current application in spine surgery.

Computed tomography morphometric analysis of anterior instrumentation in the pediatric thoracic spine

OBJECT The authors' goal in this paper was to quantify reference data on the dimensions and relationships of the maximum posterior screw angle and the thoracic spinal canal in different pediatric age groups. METHODS One hundred twelve pediatric patients were divided into 4 age groups, and their thoracic vertebrae were studied on CT scans. The width, depth, and maximum posterior screw angles with different screw entrance points were measured on a Philips Brilliance 16 CT. The statistical analysis was performed using the Student t-test and Pearson's correlation analysis. RESULTS The width and depth of the thoracic vertebrae increased from T-5 to T-12. The width ranged from 18.5 to 37.1 mm, while the depth ranged from 16.1 to 28.2 mm. The maximum posterior screw angle decreased from T-5 to T-12 in all groups. The ranges and mean angles at the entrance points were as follows: initial entrance point, 6.9° to 12.3° with a mean angle of 9.1°; second entrance point, 20.6° to 27.0° with a mean angle of 24.2°; and third entrance point, 29.2° to 37.5° with a mean angle of 33.7°. There were no significant age-related differences noted for the maximum posterior screw angles. CONCLUSIONS The angle decreased from T-5 to T-12. No significant age-related differences were noted in the maximum posterior screw angles. Screws should be placed between the initial and second points and parallel to the coronal section or at a slight anterior orientation.

Characteristics of immediate and fatigue strength of a dual-threaded pedicle screw in cadaveric spines

BACKGROUND CONTEXT

Novel dual-threaded screws are configured with overlapping (doubled) threads only in the proximal shaft to improve proximal cortical fixation.

PURPOSE

Tests were run to determine whether dual-threaded pedicle screws improve pullout resistance and increase fatigue endurance compared with standard pedicle screws.

STUDY DESIGN/SETTING

In vitro strength and fatigue tests were performed in human cadaveric vertebrae and in polyurethane foam test blocks.

PATIENT SAMPLE

Seventeen cadaveric lumbar vertebrae (14 pedicles) and 40 test sites in foam blocks were tested.

OUTCOME MEASURES

Measures for comparison between standard and dual-threaded screws were bone mineral density (BMD), screw insertion torque, ultimate pullout force, peak load at cyclic failure, and pedicular side of first cyclic failure.

METHODS

For each vertebral sample, dual-threaded screws were inserted in one pedicle and single-threaded screws were inserted in the opposite pedicle while recording insertion torque. In seven vertebrae, axial pullout tests were performed. In 10 vertebrae, orthogonal loads were cycled at increasing peak values until toggle exceeded threshold for failure. Insertion torque and pullout force were also recorded for screws placed in foam blocks representing healthy or osteoporotic bone porosity.

RESULTS

In bone, screw insertion torque was 183% greater with dual-threaded than with standard screws (p<.001). Standard screws pulled out at 93% of the force required to pull out dual-threaded screws (p=.42). Of 10 screws, five reached toggle failure first on the standard screw side, two screws failed first on the dual-threaded side, and three screws failed on both sides during the same round of cycling. In the high-porosity foam, screw insertion torque was 60% greater with the dual-threaded screw than with the standard screw (p=.005), but 14% less with the low-porosity foam (p=.07). Pullout force was 19% less with the dual-threaded screw than with the standard screw in the high-porosity foam (p=.115), but 6% greater with the dual-threaded screw in the low-porosity foam (p=.156).

CONCLUSIONS

Although dual-threaded screws required higher insertion torque than standard screws in bone and low density foam, dual-threaded and standard pedicle screws exhibited equivalent axial pullout and cyclic fatigue endurance. Unlike single-threaded screws, the mechanical performance of dual-threaded screws in bone was relatively independent of BMD. In foam, the mechanical performance of both types of screws was highly dependent on porosity.

Long-term retrospective of the Kaneda anterior scoliosis system in thoracic adolescent idiopathic scoliosis

BACKGROUND

Currently, the Kaneda anterior scoliosis system (KASS) is reported to be acceptable for the treatment of adolescent idiopathic scoliosis (AIS), particularly thoracolumbar and lumbar deformities. Its use in thoracic AIS is not as established.

METHODS

Retrospective analysis of long-term results in patients treated with the KASS for thoracic AIS to determine specific factors associated with success or failure. We analyzed 16 consecutive patients who met the following criteria: thoracic AIS, anterior spinal fusion and KASS, and ≥24 months of follow-up or progression to failure, defined as the need for revision surgery or progression of the main thoracic curve (MTC) ≥50 degrees. Comparison of the MTC on the preoperative, postoperative, and final follow-up was the major evaluation criteria. On the basis of data analysis, patients were divided for comparison into 2 study groups: nonfailure group (n=11) and failure group (n=5). Statistical analysis was performed using paired and independent t tests.

RESULTS

All curves were classified as Lenke 1 (n=14) and 2 (n=2). Mean age at surgery and levels fused were 14.6±2.7 years and 5±1 vertebrae, respectively. Mean follow-up was 4.2 years (range, 1.0 to 6.2 y). The failure group consisted of 5 patients that progressed to ≥50 degrees. In the nonfailure group, the mean MTC preoperative, postoperative, and at final follow-up were 52±8, 19±8, and 29±7 degrees, respectively. In the failure group, these measurements were 74±11, 35±8, and 56±12 degrees, respectively.

CONCLUSIONS

This retrospective, long-term follow-up study found more KASS failures in thoracic AIS than previously reported. Even in the nonfailure group, 5 of the 11 patients progressed 10 degrees or more. Our results indicate an increased incidence of KASS failure with preoperative MTC curve ≥70 degrees. We consider an MTC≥70 degrees a likely contraindication for KASS instrumentation for thoracic AIS. Four of the 5 failures were fused short of the end vertebrae either proximally, distally, or both. Although short apical fusions were popular during the time these cases were done, fusion to the end vertebrae is an important principle for anterior fusions. Reaching the upper end vertebrae may be more difficult in these larger curves. We also recommend continued follow-up past 2 years as progression can occur after this time.

LEVEL OF EVIDENCE

Retrospective comparative study, level III.

In vitro comparison of the pullout strength of 3 anterior double-screw fixation techniques with different screw angulations

Object

The pullout resistance of double-screw fixation systems in anterior spine surgery has been shown to be dependent on screw length as well as on screw angulation. The objective of the study was to evaluate the pullout strength of anterior double-screw systems with different angulations.

Methods

The authors conducted a comparative pullout test of converging, parallel, and diverging angulations of double-screw systems in human cadavers. Twenty-four human vertebral bodies from T-11 to L-1 were harvested from 8 donors, dissected from surrounding tissue, and matched to 3 different fixation groups. Three systems were tested: VentroFix, with near parallel screw direction; the Hopf Anterior Fixation System (HAFS), with converging screw angulation; and the ART anterior system, with diverging screw angulation.

Results

The mean (± SD) pullout strength of the VentroFix system was 699 ± 214 N, whereas the HAFS resisted to 591 ± 372 N. The ART anterior system with diverging screws demonstrated a pullout resistance of 810 ± 273 N. There was no significant difference amongst the pullout forces of the 3 groups (p > 0.05). In the HAFS and the ART anterior group, a weak correlation of pullout strength and bone mineral density measured by quantitative CT was found (r = 0.59 and r = 0.62, respectively), whereas the pullout force of the VentroFix system was not correlated with bone mineral density (r = 0.33).

Conclusions

The in vitro pullout resistance of anterior double-screw systems does not appear to depend on screw angulation.

[Anterior scoliosis surgery. State of the art and a comparison with posterior techniques]

For more than 2 decades ventral derotation spondylodesis (Zielke VDS) as a major improvement over Dwyer instrumentation (DI) was the gold standard of instrumented curve correction and stabilization from the anterior approach. As the first available system it enables a true three-dimensional curve correction. A disadvantage is the low internal stabilization capability with a need for long-term external stabilization by means of cast and brace treatment postoperatively. Meanwhile with the development of modern single and dual solid rod systems these disadvantages can be avoided completely. Video-assisted (thoracoscopic) anterior scoliosis surgery accounts for less than 2% of anteriorly treated scoliosis cases, mainly due to a long operating time and significant learning curve.From the posterior approach the Cotrel-Dubousset instrumentation (CDI) as a polysegmentally attached posterior hook threaded dual rod system used to be state of the art for a long time, since it eliminated the disadvantages of Harrington instrumentation (HI) in terms of only one-dimensional correction and low stabilization capabilities. However even with CDI effective derotation was impossible. In posterior scoliosis surgery there is a strong trend away from hook systems towards transpedicular segmentally fixed dual rod systems not only in the lumbar spine but also in the thoracic area. Advantages of these newer techniques are shorter fusion, improved correction, and less loss of correction over time.Advantages of modern anterior instrumentation systems in comparison to posterior transpedicular instrumented dual rod systems are less blood loss, better derotation, slightly shorter fusion levels, and a better influence on sagittal plane control or improvement especially for hypokyphotic thoracic scoliosis cases. Our data also document a superior spontaneous correction of the lumbar curve after selective anterior instrumented correction (Lenke 1B+C), although other studies could not find significant differences. In our experience the neurological risk of anterior instrumented correction is also lower than that of posterior scoliosis surgery, although the morbidity and mortality data of the Scoliosis Research Society could not prove that anymore in recent years. A negative effect of anterior transthoracic scoliosis surgery in comparison to posterior surgery is a more negative effect on lung function, which improves slower after surgery and does not quite reach the levels of posterior surgery at follow-up. But new data on posterior segmental transpedicular correction and fusion also prove a lordosating effect with negative effect on lung function.

Anterior-only approaches to scoliosis

Scoliosis is a three-dimensional spinal deformity for which surgery may be indicated when patients experience severe pain, curve progression, or progressive disability. Operative treatment has conventionally involved extensive posterior stabilization, either alone or in combination with anterior release procedures. Anterior-only approaches have a more limited role, but they should be considered in the appropriate setting when addressing this disease. Some advantages of anterior-only approaches to scoliosis include greater corrective ability with a greater fusion rate while mandating fewer motion segments to be involved in the instrumented construct. Preventing denervation of the posterior paraspinal musculature is also desirable and is inherently provided for by the anterior approach. Disadvantages include pulmonary morbidity associated with violating the thoracic cavity, as well as post-thoracotomy chronic pain. There are also limitations in the indications for which anterior-only surgery can be performed, and these will be discussed along with treatment options. Technological advances, including minimally invasive thoracic access as well as evolving instrumentation, may minimize the stated disadvantages and expand the scope of scoliosis cases that may be treated by anterior-only approaches. Hence, the enhanced corrective ability and biomechanical advantages of the anterior column can be used in the treatment of these patients. Although the indications for anterior-only strategies in scoliosis remain limited, such operations should be considered in the appropriate setting when addressing spinal deformity.

Biomechanical comparison of three fixation techniques for unstable thoracolumbar burst fractures. Laboratory investigation

OBJECT

Increased structural stability is considered sufficient justification for higher-risk surgical procedures, such as circumferential fixation after severe spinal destabilization. However, there is little biomechanical evidence to support such claims, particularly after traumatic lumbar burst fracture. The authors sought out to compare the biomechanical performance of the following 3 fixation strategies for spinal reconstruction after decompression for an unstable thoracolumbar burst fracture: 1) short-segment anterolateral fixation; 2) circumferential fixation; and 3) extended anterolateral fixation.

METHODS

Thoracolumbar spines (T10-L4) from 7 donors (mean age at death 64+/-6 years; 1 female and 6 males) were tested in pure moment loading in flexion-extension, lateral bending, and axial rotation. Thoracolumbar burst fractures were surgically induced at L-1, and testing was repeated sequentially for each of the following fixation techniques: short-segment anterolateral, circumferential, and extended anterolateral. Primary and coupled 3D motions were measured across the instrumented site (T12-L2) and compared across treatment groups.

RESULTS

Circumferential and extended anterolateral fixations were statistically equivalent for primary and off-axis range-of-motions in all loading directions, and short-segment anterolateral fixation offered significantly less rigidity than the other 2 methods.

CONCLUSIONS

The results of this study strongly suggest that extended anterolateral fixation is biomechanically comparable to circumferential fusion in the treatment of unstable thoracolumbar burst fractures with posterior column and posterior ligamentous injury. In cases in which an anterior procedure may be favored for load sharing or canal decompression, extension of the anterior instrumentation and fusion one level above and below the unstable segment can result in near equivalent stability to a 2-stage circumferential procedure.

Anterior instrumentation in tuberculous spondylitis: is it effective and safe?

Radical anterior débridement and strut grafting is the gold standard in the surgical treatment of tuberculosis spondylitis. For many years anterior instrumentation was avoided due to concerns about infection until recently. We investigated the effectiveness and safety of anterior instrumentation for different sites of involvement, number of involved levels, and different age groups in 100 consecutive patients (mean age, 44.3 +/- 12.4). We measured preoperative, postoperative, and final kyphotic deformities radiographically and looked for the presence of fusion. Patients had a minimum followup of 3 years (average, 4.5 years; range, 3-6 years). Addition of anterior instrumentation was effective in the correction of kyphotic deformity (19.8 degrees +/- 7.3 degrees) and facilitated solid fusion, with an average loss of 1.6 degrees +/- 1.8 degrees. Of the 44 patients with neurologic symptoms, 40 (90.9%) achieved full and four (9.1%) achieved partial recovery. There were no apparent pseudarthroses and implant failures. All patients demonstrated clinical healing of tuberculosis without recurrence and reactivation. All domains of the SRS-22 questionnaire showed improvements at the last followup. Anterior instrumentation represents a safe and effective method for the treatment of tuberculosis spondylitis, and it may be the ideal stabilization method thanks to less segment fusion, single approach, and obviating the need for external immobilization.

Minimum 5-year follow-up surgical results of post-traumatic thoracic and lumbar kyphosis treated with anterior instrumentation: comparison of anterior plate and dual rod systems

STUDY DESIGN

A retrospective follow-up study of post-traumatic thoracic and lumbar kyphosis after anterior instrumentation with anterior plate and dual rod systems.

OBJECTIVE

To investigate the outcome of anterior vertebrectomy, anterior strut grafting, and anterior instrumentation in patients with > 30 degrees sagittal contour deformity.

SUMMARY OF BACKGROUND DATA

Post-traumatic kyphosis may lead to mechanical pain due to the impairment of physiologic sagittal contours as well as cosmetic complaints.

METHODS

Forty patients with post-traumatic kyphosis were followed for a minimum of 5 years. Mean age was 44.7 +/- 12.4 years (range, 18-65 years); 18 were female and 22 were male. All patients underwent anterior vertebrectomy and decompression; anterior fusion was carried out with costal or iliac ala grafts. Patients were randomly assigned into 2 treatment groups: correction and internal fixation was performed by using either plate-screw (n = 20) or double rod-screw (n = 20). Patients were also evaluated clinically by using Pain and Functional Assessment Scale (PFA) and SRS-22 questionnaire.

RESULTS

Before surgery, the mean value for local sagittal contours was 51.4 degrees +/- 13.8 degrees; after surgery, it was reduced to 7.0 degrees +/- 7.6 degrees, resulting in an 88.7% +/- 11.3% correction (P = 0.00). At the last follow-up visit, a mean correction loss of 1.4 degrees +/- 1.8 degrees was found. A statistically significant improvement in local kyphosis angles and PFA scores was found after surgery and at the last visit. In 92.5% of the patients (n = 36), pain completely resolved; and in the remaining 3 patients, it is markedly reduced. Neurologic improvement was achieved in all of the 24 patients with neural claudication and other neurologic findings. Solid fusion mass was obtained in all patients. The type of instrumentation system did not differ significantly in terms of kyphotic deformity correction rates, correction losses, PFA scores, and SRS-22 scores. Final PFA scores showed a statistically significant correlation with SRS-22 scores (r = -0.918, P < 0.01). Final pain, function, mental status, self image and satisfaction domain scores and total SRS-22 score were > or = 4. The time from trauma to operation and the severity of kyphotic deformity were inversely correlated with postoperative correction rates. On the other hand, these 2 parameters were positively correlated with both final PFA and final SRS-22 scores (P < 0.01).

CONCLUSIONS

In light of the present study's findings, we suggest that the technique of anterior decompression, strut grafting, and anterior instrumentation is an effective method for the treatment of post-traumatic kyphotic deformity and that the success of the technique depends on the time from trauma to operation and the severity of baseline deformity, regardless of the type of instrumentation.

Pullout strength of anterior spinal instrumentation: a product comparison of seven screws in calf vertebral bodies

A lot of new implant devices for spine surgery are coming onto the market, in which vertebral screws play a fundamental role. The new screws developed for surgery of spine deformities have to be compared to established systems. A biomechanical in vitro study was designed to assess the bone-screw interface fixation strength of seven different screws used for correction of scoliosis in spine surgery. The objectives of the current study were twofold: (1) to evaluate the initial strength at the bone-screw interface of newly developed vertebral screws (Universal Spine System II) compared to established systems (product comparison) and (2) to evaluate the influence of screw design, screw diameter, screw length and bone mineral density on pullout strength. Fifty-six calf vertebral bodies were instrumented with seven different screws (USS II anterior 8.0 mm, USS II posterior 6.2 mm, KASS 6.25 mm, USS II anterior 6.2 mm, USS II posterior 5.2 mm, USS 6.0 mm, USS 5.0 mm). Bone mineral density (BMD) was determined by quantitative computed tomography (QCT). Failure in axial pullout was tested using a displacement-controlled universal test machine. USS II anterior 8.0 mm showed higher pullout strength than all other screws. The difference constituted a tendency (P = 0.108) when compared to USS II posterior 6.2 mm (+19%) and was significant in comparison to the other screws (+30 to +55%, P < 0.002). USS II posterior 6.2 mm showed significantly higher pullout strength than USS 5.0 mm (+30%, P = 0.014). The other screws did not differ significantly in pullout strength. Pullout strength correlated significantly with BMD (P = 0.0015) and vertebral body width/screw length (P < 0.001). The newly developed screws for spine surgery (USS II) show higher pullout strength when compared to established systems. Screw design had no significant influence on pullout force in vertebral body screws, but outer diameter of the screw, screw length and BMD are good predictors of pullout resistance.

Biomechanical study of anterior spinal instrumentation configurations

The biomechanical impact of the surgical instrumentation configuration for spine surgery is hard to evaluate by the surgeons in pre-operative situation. This study was performed to evaluate different configurations of the anterior instrumentation of the spine, with simulated post-operative conditions, to recommend configurations to the surgeons. Four biomechanical parameters of the anterior instrumentation with simulated post-operative conditions have been studied. They were the screw diameter (5.5-7.5 mm) and its angle (0 degrees - 22.5 degrees), the bone grip of the screw (mono-bi cortical) and the amount of instrumented levels (5-8). Eight configurations were tested using an experimental plan with instrumented synthetic spinal models. A follower load was applied and the models were loaded in flexion, torsion and lateral bending. At 5 Nm, average final stiffness was greater in flexion (0.92 Nm/degrees) than in lateral bending (0.56 Nm/degrees) and than in torsion (0.26 Nm/degrees). The screw angle was the parameter influencing the most the final stiffness and the coupling behaviors. It has a significant effect (p < or = 0.05) on increasing the final stiffness for a 22.5 degrees screw angle in flexion and for a coronal screw angle (0 degrees) in lateral bending. The bi-cortical bone grip of the screw significantly increased the initial stiffness in flexion and lateral bending. Mathematical models representing the behavior of an instrumented spinal model have been used to identify optimal instrumentation configurations. A variation of the angle of the screw from 22.5 degrees to 0 degrees gave a global final stiffness diminution of 13% and a global coupling diminution of 40%. The screw angle was the most important parameter affecting the stiffness and the coupling of the instrumented spine with simulated post-operative conditions. Information about the effect of four different biomechanical parameters will be helpful in preoperative situations to guide surgeons in their clinical choices.

Mechanical performance of cylindrical and dual core pedicle screws in calf and human vertebrae

INTRODUCTION

Failure of pedicle screws by loosening and back out remains a significant clinical problem. Pedicle screw fixation is determined by bone mineral density, pedicle morphology and screw design. The objective of this study was to compare the holding strength of newly developed dual core pedicle screws having a cylindrical design in terms of outer diameter and two cylindrical inner core regions connected by a conical transition with conventional cylindrical pedicle screws.

MATERIALS AND METHODS

Fifty bovine lumbar vertebrae and 40 human lumbar vertebrae were used. Five different screws were tested in nine experimental "settings" and ten specimens each. The screws were tested for cranial displacement and pullout strength before and after 5,000 cycles of cranio-caudal loading. The tests included a setting with fully inserted and 4 mm backed out screws. For statistical analysis the incomplete balanced block design was used.

RESULTS

Cyclic loading led to a decrease of pullout force between 24 and 31% and a 9% increase of displacement. The cylindrical screw designs were affected more than the dual core designs. The pullout force of cylindrical screws was smaller than of dual core screws. Even in a backed out condition dual core screws showed a significantly smaller displacement than cylindrical screws.

CONCLUSION

Pedicle screws with the dual core design provide good anchorage in the vertebra.

New rod-plate anterior instrumentation for thoracolumbar/lumbar scoliosis: biomechanical evaluation compared with dual-rod and single-rod with structural interbody support

STUDY DESIGN

A new rod-plate anterior implant was designed to provide plate fixation at the cephalad and caudal-end segments of a 5-level anterior spine construct. Biomechanical testing was performed on calf spines instrumented with 5-segment anterior scoliosis constructs. OBJECTIVES.: To analyze the initial and post-fatigue biomechanical performance of the new implant, and compare it to an anterior dual-rod construct and a single-rod construct with interbody cages.

SUMMARY OF BACKGROUND DATA

Using single-rod anterior instrumentation for thoracolumbar and lumbar scoliosis, an unacceptable incidence of loss of correction, segmental kyphosis, and pseudarthrosis has been reported. Inadequate construct stiffness due to early postoperative bone-screw interface failure, especially at cephalad and caudal-end vertebrae, has been implicated as the cause of these complications.

METHODS

Thirty calf spines were instrumented over 5 segments with: (1) single-rod augmented with rod-plate implants, (2) dual-rod construct, and (3) single-rod with titanium mesh cages. Stiffness in flexion-extension and lateral bending modes was determined initially and post-cyclical loading by measuring segmental range of motion (ROM). Post-fatigue screw pullout tests were also performed.

RESULTS

In lateral bending, the caudal-end segmental ROM for rod-plate construct was 54% less than single-rod with cages construct (P < 0.05), with no difference between rod-plate and dual-rod constructs. In flexion-extension, the rod-plate construct showed 45% to 91% (initial test) and 84% to 90% (post-fatigue) less ROM than the single-rod with cages construct (P < 0.001). Again, there was no difference between rod-plate and dual-rod constructs at the cephalad and caudal-end segments. Post-fatigue screw pullout strengths of the rod-plate construct were significantly greater than those of the dual-rod and single-rod with cages constructs (P < 0.05).

CONCLUSIONS

The rod-plate construct was significantly stiffer and provided greater stability of bone-screw interface than the single-rod with cages construct. It achieved similar stiffness and improved bone-screw interface stability compared to dual-rod construct.

Intraoperative insertion torque of lumbar pedicle screw and postoperative radiographic evaluation: short-term observation

The correlation between the insertion torque of a lumbar pedicle screw and the mechanical stability of the screw in the bone has been mentioned in in vitro studies. The purpose of this study was to confirm the factors affecting the insertion torque of such screws in vivo. Also, the contribution of insertion torque to the initial stability of the fusion area was to be analyzed in vivo. A series of 23 cases representing 50 lumbar vertebrae were included in this study, in which we examined bone mineral density using quantitative computed tomography (CT) prior to operation. Two screw shapes were utilized, with the insertion torque for each screw measured at two points in time. The correlation between insertion torque and mineral density was investigated. Screw positions were confirmed on postoperative CT scans, and the effect of the screw thread cutting into the cortex bone was investigated. Radiographic changes at three points during a period of 3 months were also measured, and we then evaluated the interrelations between these changes and insertion torque. Furthermore, the relation between insertion torque and instability at 3 months was investigated. Correlations of insertion torque and bone mineral density depended on screw shape. There was no correlation found with mineral density in the case of cylindrical screws. Insertion torque was not affected by the screw thread cutting into the cortex of bone. As for postoperative alignment changes, no definitive trends could be ascertained, and no interrelations with torque and alignment changes were observed. There is a possibility that insertion torque was related to early-stage stability, but no statistical relation could be determined.

The effect of end screw orientation on the stability of anterior instrumentation in cyclic lateral bending

BACKGROUND CONTEXT

Screw pullout at the proximal or distal end of multilevel anterior instrumentation can occur clinically. Previous laboratory studies have shown that angulation of vertebral body screws increases screw pullout strength and stability in toggling.

PURPOSE

To determine the effect of end screw angulation on instrumentation construct stability after cyclic, lateral bending.

STUDY DESIGN

A biomechanical study in calf spines comparing two anterior spinal instrumentation constructs, one with parallel polyaxial screws and the other with angled polyaxial end screws.

METHODS

Sixteen instrumented constructs were made from eight thoracic (T8-T12) and eight lumbar calf spines (L1-L5). Eight (four lumbar specimens and four thoracic specimens) had five bicortical screws inserted mid-body and parallel to the end plates. The other eight specimens had two screws angled toward the superior end plates of the top two vertebrae; the middle vertebra had a mid-body screw parallel to the end plate, and the bottom two vertebrae had screws angled towards their inferior end plates. The constructs were then cycled in lateral bending, and the displacements of the two instrumentations with a 10 N-m bending load were compared.

RESULTS

After 10,000 cycles, constructs with parallel end screws exhibited twice the average displacement than those with angled screws: 5.4 mm versus 2.9 mm (p=.031).

CONCLUSION

The use of angled screws at the ends of anterior constructs demonstrated increased construct stability after cycling compared with traditional transverse screws. Although angled screw insertion is technically more difficult and is possible only with specific screw designs, its use might increase instrumentation longevity.

Operative treatment of scoliosis with the Kaneda anterior spine system

STUDY DESIGN

Prospective, single-cohort study.

OBJECTIVE

To evaluate thoracic and thoracolumbar scoliosis using the Kaneda anterior spine dual-rod system (KASS).

SUMMARY OF BACKGROUND DATA

In selected cases, anterior correction of scoliosis has several advantages over the traditional posterior instrumentation. Other than 2 primary reports by Kaneda, there are no clinical outcome reports with the KASS in the literature.

METHODS

A total of 24 patients with thoracic (n = 10)/thoracolumbar (n = 14) scoliosis were corrected using the KASS. Sagittal and coronal plane radiologic parameters were evaluated before surgery, 1-year after surgery, and at final follow-up (approximately 40 months).

RESULTS

Average coronal correction of the primary curve was from 61 degrees to 24 degrees (61%). Apical vertebral rotation decreased by 69%. Apical vertebral translation decreased 10-2 cm. The secondary thoracic and lumbar curves showed a spontaneous correction between 27% and 46%, respectively. Thoracic kyphosis increased 25 degrees -38 degrees (52%), lumbar lordosis showed a minimal decrease from 48 degrees to 43 degrees . Fusion was achieved in all cases. No neurovascular or implant-related problems were observed at final follow-up.

CONCLUSIONS

Anterior instrumented fusion for thoracic/thoracolumbar scoliosis using the KASS is a good treatment option for idiopathic thoracic/thoracolumbar curves.

Biomechanical evaluation of relationship of screw pullout strength, insertional torque, and bone mineral density in the cervical spine

BACKGROUND

Understanding of implant failure mechanisms is important in the successful utilization of anterior cervical plates. Many variables influence screw purchase, including the quality of the bone. The purpose of this study was to assess the relationship of screw pullout and screw insertional torque across a wide range of bone mineral densities (BMDs).

METHODS

A total of 54 cervical vertebrae in 12 cervical spines were evaluated for BMD using dual-energy x-ray absorptiometry scanning. Actual and perceived peak torques of 3.5-mm anterior cervical screws were determined at each level followed by screw pullout strength testing.

RESULTS

A high correlation was observed between screw pullout strength and BMD. However, there was a low correlation of peak insertional torque to pullout strength.

CONCLUSION

These findings suggest the quality of the bone is more instrumental in the success or failure of anterior cervical screws than is the insertional torque with which the screws are placed.

A biomechanical comparison of calf versus cadaver lumbar spine models

STUDY DESIGN

Biomechanical flexibility tests were performed using calf and human cadaveric lumbar spine models to investigate the effect of anatomic differences.

OBJECTIVES

The purpose is to determine if differences exist in biomechanical flexibility testing results between calf and human cadaveric spines when using identical methods and instrumentation.

SUMMARY OF BACKGROUND DATA

Calf spines are commonly used in biomechanical research as a substitute for human cadaveric spines in an attempt to reduce expense and specimen variability. Despite widespread use, the validity of this model has not been thoroughly investigated.

METHODS

Five fresh calf spines and five human cadaveric spines (L2-L5) were used for nondestructive biomechanical flexibility testing. Maximum moments of 6.4 Nm were achieved in five increments of 1.6 Nm. The rotations of L3 with respect to L4 were measured in 5 cases: 1) intact; 2) following partial discectomy, including partial laminectomy and partial facetectomy; 3) partial discectomy with pedicle screw instrumentation; 4) total discectomy with pedicle screw instrumentation; and 5) pedicle screw instrumentation with interbody graft. Rotational angles were normalized to the intact case to determine the stabilizing effect during each testing case. Data were analyzed using analysis of variance to determine if significant differences existed between the calf spine results and the human cadaveric spine results.

RESULTS

In both models, motion increased following discectomy, decreased with instrumentation, and increased with total discectomy. Placement of the interbody graft decreased motion during axial rotation, flexion, and extension but increased lateral bending motion. A two-way analysis of variance revealed no significant differences in the two models during flexion or extension (P > 0.05), but significant differences were discovered in axial rotation and lateral bending (P < 0.05).

CONCLUSIONS

Significant differences were identified in flexibility testing between calf and human cadaveric specimens. The calf spine model overestimated the stabilizing effect of instrumentation during lateral bending and underestimated stability during axial rotation. The extrapolation of calf spine data to the in vivo case, especially during axial rotation and lateral bending, should carefully consider the variation between these two models.

Anterior thoracolumbar instrumentation: stiffness and load sharing characteristics of plate and rod systems

STUDY DESIGN

An in vitro biomechanical study using a thoracolumbar corpectomy model to compare load sharing capabilities and stiffnesses of six different anterior instrumentation systems (three rod styles and three plate styles) for stabilizing the thoracic and lumbar spine.

OBJECTIVES

To evaluate the axial load sharing capabilities of the instrumentation in a thoracolumbar corpectomy model and to measure the bending stiffness of the anterior instrumentation systems for the axes of flexion-extension, lateral bending, and axial rotation with and without an anterior column graft in place.

SUMMARY OF BACKGROUND DATA

Prior publications have analyzed biomechanical characteristics of many spinal instrumentation systems. These reports have compared anterior instrumentation systems with posterior instrumentation systems, in situ fusion techniques, intervertebral spacers, structural allograft and instrumentation, and combined anterior and posterior instrumentation. Other reports have published data on the biomechanical characteristics of typical anterior and posterior spinal instrumentation systems. However, there are no published reports that specifically compare the characteristics of anterior plate-style with anterior rod-style systems, or examining load sharing capabilities.

METHODS

Six constructs of each of six instrumentation systems were mounted on simulated vertebral bodies. A custom four-axis spine simulator was used to apply independent flexion-extension, lateral bending, and axial rotation moments as well as axial compressive loads. Axial load sharing was measured through a range of applied axial loads from 50 N to 500 N with rotational moments maintained at 0 Nm. The bending stiffness of each construct was calculated in response to +/-5.0 Nm moments about each axis of rotation with a 50 N compressive axial load with a full-length corpectomy graft in place, simulating reconstruction of the anterior column, and with no graft in place, simulating catastrophic graft failure. Statistical significance was determined using an analysis of variance and Fisher PLSD post hoc test with an alpha <or= 0.05.

RESULTS

Load sharing results ranged from 63% to 89%. There was an inverse relationship between load sharing and stiffness. No correlation was found between load sharing and implant style (rod vs. plate). With the graft in place, stiffness result varied by instrumentation system rather than by plate/rod style. Without the graft, the stiffness of the constructs decreased approximately one-third in flexion-extension, two-thirds in lateral bending, and one-fifth in axial rotation, underlying the importance of the graft in overall construct stiffness.

CONCLUSIONS

For both load sharing and stiffness, there is more influence from the design of the instrumentation system, than whether it is a plate or rod style system. The graft contributed to overall construct stiffness, particularly in lateral bending.

Static and dynamic analysis of five anterior instrumentation systems for thoracolumbar scoliosis

STUDY DESIGN

A nondestructive biomechanical investigation among five anterior spinal instrumentation systems for scoliosis.

OBJECTIVES

The purpose of this study is to analyze the static and dynamic biomechanical stability of five different systems.

SUMMARY OF BACKGROUND DATA

Although a variety of anterior spinal instrumentation systems for scoliosis are available, very few attempts have been made at comparative biomechanical studies.

METHODS

Thirty calf spines were underwent static biomechanical tests, including flexion-extension, axial rotation, and lateral bending loading modes in the multisegmental spinal model. Five anterior instrumentation systems included: 1) Texas Scottish Rite Hospital system; 2) Bad Wildungen Metz; 3) anterior ISOLA; 4) Cotrel-Dubousset Hoph; and 5) Kaneda Anterior Scoliosis System. The initial and postfatigue stability after a cyclic loading test were analyzed by measuring the range of motion at instrumented segments compared to the intact within the same specimen (% to intact).

RESULTS

Two-rod systems showed a significant decrease in range of motion compared to one-rod systems in flexion-extension (P < 0.001) and axial rotation (P < 0.05). In lateral bending, all systems demonstrated a significant decrease in range of motion of less than 40% to the intact (P < 0.001). After cyclical loading test, all systems increased in range of motion. In flexion-extension, one-rod systems depicted a significant increase in range of motion, compared to two-rod systems (P < 0.05).

CONCLUSIONS

In the initial stability analysis, two-rod systems are superior to one-rod systems. For one-rod systems, repeated physiologic loading may result in reduced stability in flexion-extension.

Analysis of a retrieved Isola spinal system fractured in service

A 1/4-in.diameter two-column Isola spinal system implanted in a 13-year-old girl suffering from cerebral palsy and a severe neuromuscular scoliosis of 120 degrees, was replaced 22 months after primary implantation. The system was removed due to fracture of the lower left (concave) bar, between its two cross connectors (i.e., the distal bypass connector and a transverse cross link), as a result of a postoperative infection and a subsequently developed pseudarthrosis. The retrieved implants were analyzed with the use of a multitechnique characterization procedure involving macroscopic and microscopic examination, micro-multiple internal reflectance FTIR spectroscopy, X-ray fluorescence (XRF) spectrometry, roughness measurement, and mechanical testing of the constituent material and components. Findings suggest that the spinal system failed due to in vivo loosening of a two-set screw tandem connector and subsequent overloading of the contralateral bar.