A Novel Groove-Entry Technique for Inserting Thoracic Percutaneous Pedicle Screws

Short Fixation Using Upward/Downward Penetrating Endplate Screws and Percutaneous Vertebral Augmentation for Unstable Osteoporotic Vertebral Fractures

Introduction

Percutaneous vertebral augmentation techniques, such as balloon kyphoplasty (BKP) and vertebral body stenting (VBS), are commonly used for surgical intervention in osteoporotic vertebral fractures (OVFs). However, markedly unstable OVF cases require additional fixation procedures, prompting the exploration of combined percutaneous vertebral augmentation and posterior fixation. A novel surgical approach involving percutaneous vertebral augmentation with upward penetrating endplate screws (PES) and downward PES, complemented by a short fusion of one above one below, was developed. This study aimed to introduce and report the preliminary outcomes of this technique based on a retrospective analysis of 20 consecutive cases in the short and medium term.

Methods

Surgical indications are a vertebral wedge angle difference of 10° or more, vertebral pedicle fractures, posterior wall fractures, and diffuse low-signal changes exceeding 50% on T1-weighted magnetic resonance imaging. The procedure is reserved for highly unstable cases following a comprehensive health assessment. The surgical technique involves prone positioning, fluoroscopy-guided percutaneous vertebral augmentation, and the use of downward PES in the cranial vertebral body and upward PES for the caudal vertebral body by percutaneous technique. The fixation range is one above and one below.

Results

The case series of 20 patients, with an average follow-up period of 146.9 days, demonstrates a mean surgical time of 57 min and minimal complications. The advantages of the technique are as follows: ease of performance, minimal fixation range, and time efficiency. Risks, such as potential screw loosening and the need for prolonged follow-up, are acknowledged.

Discussion

The technique represents a promising surgical approach that balances the requirements of minimally invasive intervention and relatively robust initial fixation for elderly osteoporotic patients with unstable OVFs. While short- and medium-term results are favorable, long-term observations are needed to further assess its efficacy. This novel technique has a potential to be a valuable surgical option for unstable OVFs.

Minimally Invasive Spinal Treatment (MIST)—A New Concept in the Treatment of Spinal Diseases: A Narrative Review

In the past two decades, minimally invasive spine surgery (MISS) techniques have been developed for spinal surgery. Historically, minimizing invasiveness in decompression surgery was initially reported as a MISS technique. In recent years, MISS techniques have also been applied for spinal stabilization techniques, which were defined as minimally invasive spine stabilization (MISt), including percutaneous pedicle screws (PPS) fixation, lateral lumbar interbody fusion, balloon kyphoplasty, percutaneous vertebroplasty, cortical bone trajectory, and cervical total disc replacement. These MISS techniques typically provide many advantages such as preservation of paraspinal musculature, less blood loss, a shorter operative time, less postoperative pain, and a lower infection rate as well as being more cost-effective compared to traditional open techniques. However, even MISS techniques are associated with several limitations including technical difficulty, training opportunities, surgical cost, equipment cost, and radiation exposure. These downsides of surgical treatments make conservative treatments more feasible option. In the future, medicine must become “minimally invasive” in the broadest sense—for all patients, conventional surgeries, medical personnel, hospital management, nursing care, and the medical economy. As a new framework for the treatment of spinal diseases, the concept of minimally invasive spinal treatment (MIST) has been proposed.

The History and Development of the Percutaneous Pedicle Screw (PPS) System

Minimally invasive transforaminal lumbar interbody fusion (MIS-TLIF) using the SEXTANT^® system (Medtronic) featured the first generation of commercially available percutaneous pedicle screw (PPS) system in 2001. The innovative system has since become standard instrumentation used worldwide, and PPS is now used for long-segment minimally invasive surgery (MIS) spinal fixation from the thoracic spine to the pelvis for pathological conditions. PPS systems have been developed for approximately 20 years for the purpose of improving minimally invasive techniques, safety of instrumentation, and ease of use. The third-generation PPS systems established the insertion technique, and the development of the fourth-generation PPS systems have made great strides in minimizing the number of steps in the operative procedure. In the future, PPS systems are expected to continue making use of the latest technological advancements and to develop further with the aim of ensuring greater safety, reducing operator stress, and preventing complications such as insertion errors and infection. In this review article, we describe the historical evolution from the first-generation PPS system to the current PPS systems used today.

Innovation of Surgical Techniques for Screw Fixation in Patients with Osteoporotic Spine

Osteoporosis is a common disease in elderly populations and is a major public health problem worldwide. It is not uncommon for spine surgeons to perform spinal instrumented fusion surgeries for osteoporotic patients. However, in patients with severe osteoporosis, instrumented fusion may result in screw loosening, implant failure or nonunion because of a poor bone quality and decreased pedicle screw stability as well as increased graft subsidence risk. In addition, revision surgeries to correct failed instrumentation are becoming increasingly common in patients with osteoporosis. Therefore, techniques to enhance the fixation of pedicle screws are required in spinal surgeries for osteoporotic patients. To date, various instrumentation methods, such as a supplemental hook, sublaminar taping and sacral alar iliac screws, and modified screwing techniques have been available for reinforcing pedicle screw fixation. In addition, several materials, including polymethylmethacrylate and hydroxyapatite stick/granules, for insertion into prepared screw holes, can be used to enhance screw fixation. Many biomechanical tests support the effectiveness of these augmentation methods. We herein review the current therapeutic strategies for screw fixation and augmentation methods in the surgical treatment of patients with an osteoporotic spine.

Usefulness of Lateral Lumbar Interbody Fusion Combined with Indirect Decompression for Degenerative Lumbar Spondylolisthesis: A Systematic Review

Background and Objective: The aim of this review was to analyze the existing literature and investigate the outcomes or complications of lateral lumbar interbody fusion (LLIF) combined with indirect decompression for degenerative lumbar spondylolisthesis (DS). Materials and Methods: A database search algorithm was used to query MEDLINE, COCHRANE, and EMBASE to identify the literature reporting LLIF with indirect decompression for DS between January 2010 and December 2021. Improvements in outcome measures and complication rates were pooled and tested for significance. Results: A total of 412 publications were assessed, and 12 studies satisfied the inclusion criteria after full review. The pooled data available in the included studies showed that 438 patients with lumbar spondylolisthesis (mean age 65.2 years; mean body mass index (BMI) 38.1 kg/m²) underwent LLIF. A total of 546 disc spaces were operated on. The most frequently treated levels were L4–L5 and L3–L4. Clinically, the average improvement was 32.5% in ODI, 46.3 mm in low back pain, and 48.3 mm in leg pain estimated from the studies included. SF-36 PCS improved by 51.5% and MCS improved by 19.5%. For radiological outcomes, a reduction in slippage was seen in 6.3%. Disc height increased by 55%, foraminal height increased by 21.1%, the foraminal area on the approach side increased by 21.9%, and on the opposite side it increased by 26.1%. The cross-sectional spinal canal area increased by 20.6% after surgery. Post-operative complications occurred in 5–40% of patients with thigh symptoms, such as anterior thigh numbness, dysesthesia, discomfort, pain, and sensory deficits. Conclusions: Indirect decompression by LLIF for DS is an effective method for improving pain and dysfunction with less surgical invasion. In addition, it has the effect of significantly improving disc height, foraminal height and area, and segmental lordosis on radiological outcomes compared to the posterior approach.

Facet Joint Violation by Thoracolumbar Percutaneous Pedicle Screw and Its Effect on Progression of Facet Joint Osteoarthritis

Study Design

A retrospective study.

Purpose

This study aimed to investigate the rate and associated factors of facet violation (FV) in percutaneous pedicle screws (PPS) from the thoracic to the lumbar spine and the effect of FV on facet osteoarthritis (OA) progression.

Overview of Literature

Some reports claim PPS has a higher FV rate than conventional open surgery. However, previous reports of FV in PPS were limited to the lumbar spine; only a few reports included the thoracic spine.

Methods

The present study includes 1,028 PPS inserted from T4 to S1 in 218 patients. The rate of FV and facet OA progression after FV were assessed using computed tomography (CT) scans conducted postoperatively at 1 week and 6 months or more. To identify factors associated with FV or facet OA progression after FV, a multivariate logistic regression analysis was conducted. To investigate whether FV caused facet OA progression, we compared OA progression between patients with FV and matched controls.

Results

FV was observed in 68 (6.6%) of the 1,028 facets, and the thoracic spine was identified as an independent factor associated with FV. OA progression was detected in 48.2% of the cases with FV via CT scans conducted postoperatively at a mean duration of 22.6 months. The time between CT scans was identified as an independent factor for facet OA progression after FV. The rate of OA progression in patients with FV was significantly greater than that of the controls.

Conclusions

FV was observed in 6.6% of the patients, and the thoracic spine was identified as an independent factor associated with FV. OA progression of a violated facet occurs over time. FV is considered a complication leading to facet OA progression.

Contraindication of Minimally Invasive Lateral Interbody Fusion for Percutaneous Reduction of Degenerative Spondylolisthesis: A New Radiographic Indicator of Bony Lateral Recess Stenosis Using I Line

Study Design

Retrospective cohort study.

Purpose

This study aimed to evaluate aggravated lateral recess stenosis and clarify the indirect decompression threshold by combined lateral interbody fusion and percutaneous pedicle screw fixation (LIF/PPS).

Overview of Literature

No previous reports have described an effective radiographic indicator for determining the surgical indication for LIF/PPS.

Methods

A retrospective review of 185 consecutive patients, who underwent 1- or 2-level lumbar fusion surgery for degenerative spondylolisthesis (DS). According to their symptomatic improvement, they were placed into either the “recovery” or “no-recovery” group. Preoperative computed tomography (CT) images were evaluated for the position of the superior articular processes at the slipping level, followed by a graded classification (grades 0–3) using the impingement line (I line), a new radiographic indicator. All 432 superior articular facets in 216 slipped levels were classified, and both groups’ characteristics were compared.

Results

There were 171 patients (92.4%) in the recovery group and 14 patients in the no-recovery group (7.6%). All patients in the no-recovery group were diagnosed with symptoms associated with deteriorated bony lateral recess stenosis. All superior articular processes of the lower vertebral body in affected levels reached and exceeded the I line (I line-; grade 2 and 3) on preoperative sagittal CT images. In the recovery group, most superior articular processes did not reach the I line (I line+; grade 0 and 1; p=0.0233).

Conclusions

In DS cases that are classified as grade 2 or greater, the risk of aggravated bony lateral recess stenosis due to corrective surgery is high; therefore, indirect decompression by LIF/PPS is, in principle, contraindicated.

Spinal fractures in diffuse idiopathic skeletal hyperostosis: Advantages of percutaneous pedicle screw fixation

PURPOSE

To validate the effectiveness of percutaneous pedicle screw (PPS) fixation for spinal fractures associated with diffuse idiopathic skeletal hyperostosis (DISH) by comparing surgical outcomes for PPS fixation and conventional open posterior fixation. Patients with DISH are vulnerable to unstable spinal fractures caused by trivial trauma, and these fractures have high rates of delayed paralysis, postoperative complications, and mortality.

METHODS

This retrospective study assessed surgical outcomes for 16 patients with DISH (12 men; mean age 76.1 ± 9.4 years) who underwent PPS fixation for spinal fractures (pedicle screw (PS) group), and for a control group of 25 patients with DISH (18 men; mean age 77.9 ± 9.9 years) who underwent conventional open fixation (O group) at our affiliated hospitals from 2007 to 2017. We evaluated the preoperative physical condition (American Society of Anesthesiologists (ASA) classification), neurological status (Frankel grade), and improvement after surgery, fusion length, operating time, estimated blood loss, and perioperative complications.

RESULTS

Preoperatively, the PS group consisted of one ASA-1 patient, eight ASA-2 patients, six ASA-3 patients, and one ASA-4 patient; by Frankel grade, there were 2 grade B patients, 13 grade C, 4 grade D, and 6 grade E patients. The O group had 2 ASA-1 patients, 13 ASA-2, 9 ASA-3, and 1 ASA-4 patients. Frankel grades in the O group reflected severe neurological deficits, with 3 grade C patients, 2 grade D, and 11 grade E ( p = 0.032) patients. The two groups had similar rates of neurological improvement (33.3% of PS and 40.0% of O patients; p = 0.410) and mean fusion length (PS 5.1 ± 0.8 segments; O 4.9 ± 1.2). The mean operating time and estimated blood loss were 168.1 ± 46.7 min and 133.9 ± 116.5 g, respectively, in the PS group, and 224.6 ± 49.8 min and 499.9 ± 368.5 g in the O group. Three O-group patients died of hypovolemic shock, respiratory failure, and pneumonia, respectively, within a year of surgery.

CONCLUSION

Conventional open posterior fixation and PPS fixation for DISH-related spinal fractures were similar in fusion length and neurological improvement. However, PPS fixation was less invasive and had lower complication rates.

Diagonal Trajectory Posterior Screw Instrumentation for Compromised Bone Quality Spine: Groove-Entry Technique/Hooking Screw Hybrid

Introduction

In an attempt to increase anchoring strength of posterior instrumentation in spine with compromised bone quality, we introduced diagonal trajectory pedicle screwing (hooking screws) that do not rely on screw thread purchase in bone but rather hook onto the strong posterior elements of vertebrae from inside the bone.

Methods

Between November 2016 and July 2017 we treated eight patients, mean age 80 years old (75-86 years old) with compromised bone quality for spinal instability. The diagnosis was osteoporotic fracture nonunion in three, ankylosed spine fracture in three, pyogenic spondylitis in two cases. All spines were percutaneously instrumented. Groove-entry technique was used for down-going thoracic screws. No additional hooks, cables, or any other augmentation was used. All patients were mobilized on post-operative day 1.

Results

84 screws were inserted overall. Groove-entry technique was used for 42 screws insertion. On average, 5.3 spinal segments were fixed per case. Mean operation time was 252 min (46 min per one spinal segment). Mean intraoperative bleeding was 112 ml per case (21 ml per one fixed spinal segment). All cases achieved bony union of the fracture site or across the destroyed intervertebral disk. Mean time to union was 4 months postop (3-7 months). All patients were ambulatory at the time of discharge. No nerve injury, no skin irritation caused by implants, no screw loosening, no screw pullout, no loss of correction, and no junctional kyphosis were noted in this series.

Conclusions

Diagonal screw instrumentation (our hooking screws and groove-entry technique) appears to provide sufficient anchoring strength while being minimally invasive and possibly helpful in prevention of junctional kyphosis.