Effects of pilot hole preparation technique on pedicle screw fixation in different regions of the osteoporotic thoracic and lumbar spine

The role of bone mineral density in adult spinal deformity patients undergoing corrective surgery: a matched analysis

STUDY DESIGN

Retrospective cohort.

BACKGROUND

Over 44 million adults are estimated to have either osteoporosis or osteopenia. Adult spinal deformity (ASD) is estimated to affect between 32 and 68% of the elderly population.

OBJECTIVE

Retrospective investigation comparing rates of postoperative complications following thoracolumbar scoliosis surgery in patients with normal bone mineral density (BMD) to those with osteopenia or osteoporosis in addition to analyzing the effects of pretreatment with anti-osteoporotic medications in patients with low BMD.

METHODS

Using administrative database of Humana beneficiaries, ICD-9 and ICD-10 diagnosis codes were used to identify ASD patients undergoing multilevel thoracolumbar fusions between 2007 and 2017.

RESULTS

The propensity matched population analyzed in this study contained 1044 patients equally represented by those with a history of osteopenia, osteoporosis, or normal BMD. Osteopenia and osteoporosis were associated with increased odds of revision surgery (OR 2.01 95% CI 1.36-2.96 and OR 1.57, 95% CI 1.05-2.35), respectively. Similarly, there was an almost twofold increased odds of proximal and distal junctional kyphosis in patients with osteopenia and osteoporosis (OR 1.95, 95% CI 1.40-2.74 and OR 1.88, 95% CI 1.34-2.64), respectively. A total of 258 (37.1%) patients with osteoporosis were pretreated with anti-osteoporotic medications and there was no statistically significant decrease in odds of proximal or distal junctional kyphosis or revision surgery in these patients.

CONCLUSION

Patients with ASD undergoing multilevel thoracolumbar fusion surgery have significantly higher rates of postoperative pseudarthrosis, proximal and distal junctional kyphosis, and revision surgery rates compared to patients with normal BMD.

Influence of thread design on anchorage of pedicle screws in cancellous bone: an experimental and analytical analysis

Threads of modern pedicle screws can vary greatly in design. It is difficult to assess which interplay of design features is particularly advantageous for screw anchorage. This study aims to increase the understanding of the anchorage behaviour between screw and cancellous bone. Pull-out tests of six pedicle screws in two sizes each were performed on three densities of biomechanical test material. More general screw characteristics were derived from the screw design and evaluated using the test data. Selected screws were tested on body donor material. Some screw characteristics, such as compacting, are well suited to compare the different thread designs of screws with tapered core. The combination of two characteristics, one representing bone compacting and one representing thread flank area, appears to be particularly advantageous for assessing anchorage behaviour. With an equation derived from these characteristics, the pull-out strength could be calculated very accurately (mean deviation 1%). Furthermore, findings are corroborated by tests on donor material. For screws with tapered core, the design demands for good anchorage against pull-out from cancellous bone change with material density. With sufficient bone quality, screws with a high compacting effect are advantageous, while with low bone density a high thread flank area also appears necessary for better screw anchorage.

A influência da incompatibilidade do macho de rosca na resistência à extração do parafuso pedicular

Objective  We aimed to study the “in vitro” pullout strength of SpineGuard/Zavation Dynamic Surgical Guidance Z-Direct Screw (DSG Screw, SpineGuard Inc, Boulder, Colorado, USA), a screw designed to be inserted using a direct insertion technique.

Methods  Dynamic Surgical Guidance Screws of 5.5 and 6.5 mm were introduced into polyurethane blocks with a density of 10 PCF (0,16g/cm ³ ). According to the experimental group, screws were inserted without pilot hole, with pilot without tapping, undertapping and line-to-line tapping. Screw pullout tests were performed using a universal test machine after screw insertion into polyurethane blocks.

Results  Screws inserted directly into the polyurethane blocks without pilot hole and tapping showed a statistically higher pullout strength. Insertion of the screw without tapping or with undertapping increases the pullout screw strength compared with line-to-line tapping.

Conclusion  Dynamic Surgical Guidance Screw showed the highest pullout strength after its insertion without pilot hole and tapping.

DIRECT PEDICLE SCREW INSERTION PULLOUT STRENGTH

OBJECTIVE

Study the in vitro pullout strength of SpineGuard/Zavation Dynamic Surgical Guidance Z-Direct Screw (DSG Screw), a screw pedicle designed to be inserted using a direct insertion technique.

METHODS

DSG Screws of 5.5 mm and 6.5 mm were introduced into polyurethane blocks with a density of 10 PCF (0,16 g/cm3). According to the experimental group, screws were inserted without pilot hole, with pilot without tapping, undertapping and line-to-line tapping. Screw pullout tests were performed using a universal test machine after screw insertion into polyurethane blocks.

RESULTS

Screws inserted directly into the polyurethane blocks without pilot hole and tapping showed a statistically higher pullout strength. Insertion of the screw without tapping or with undertapping increases the pullout screw strength compared to line-to-line tapping.

CONCLUSION

DSG Screw showed the highest pullout strength after its insertion without pilot hole and tapping. Level of Evidence V, Expert Opinion.

Feasibility of using tapping torque during lumbar pedicle screw insertion to predict screw fixation strength

BACKGROUND

Rigid pedicle screw fixation is mandatory for achieving successful spinal fusion; however, there is no reliable method predicting screw fixation before screw insertion. The purpose of the present study was to investigate the efficacy of measurement of tapping torque to predict pedicle screw fixation.

METHODS

First, different densities of polyurethane foam were used to measure tapping torque. The insertional torque during pedicle screw insertion and axial pullout strength were measured and compared between under-tapped and same-tapped groups. Next, for in vivo study, the tapping and insertional torque of lumbar pedicle screws using the cortical bone trajectory technique were measured intraoperatively in 45 consecutive patients. Then, correlations between tapping torque, the bone mineral density of the femoral neck and lumbar vertebrae, and insertional torque were investigated.

RESULTS

Ex vivo tapping torque significantly correlated with the insertional torque and pullout strength regardless of tapping sizes (r = 0.98, p < 0.001). The mean in vivo tapping and insertional torque were 1.48 ± 0.73 and 2.48 ± 1.25 Nm, respectively (p < 0.001). Insertional torque significantly correlated with tapping torque and two BMD parameters, and the correlation coefficient of tapping torque (r = 0.83, p < 0.001) was higher than those of femoral neck BMD (r = 0.59, p < 0.001) and lumbar BMD (r = 0.39, p < 0.001).

CONCLUSIONS

Tapping torque is a reliable predictor of pedicle screw fixation and allows surgeons to improve the integrity of the bone-screw interface by making modification prior to actual screw insertion.

Bone Density at the Entry Point Correlates With the Trabecular Bone of the Thoracolumbar Vertebral Bodies - Quantitative Computed Tomography Study

PURPOSE

To evaluate the relationship between cortical Bone Mineral Density (BMD) at pedicle entry points with trabecular BMD of the vertebral body in a spinal fracture.

METHODS

Quantitative computed tomography of the thoracolumbar spine was analyzed using dedicated software - QCT Pro (Mindways, Austin, TX).

RESULTS

Forty-six patients were evaluated. Among them 36 females were diagnosed with osteoporosis; the remaining 10 randomly selected from the database both males and females served as a control group. Overall measurements for 138 vertebrae were assessed. Cortical BMD of entry points for transpedicular screws was higher than trabecular vertebral BMD in osteoporotic (p < 0.001) and non-osteoporotic patients (p = 0.003). The difference was 3.6 times higher in low BMD cases (osteoporosis), compared to 2.3 times in normal subjects. Spearman's rank correlation coefficient showed the strongest correlation between patient's age and trabecular bone mineral density of L1 vertebral body (r = -0.94, p < 0.05), while cortical entry points were less correlated (r = -0.8, p < 0.05 and r = -0.65, p < 0.05 for left and right entry points, respectively). The strength of the correlations between BMD and age decreased gradually from L1 to L4, from r = -0.94 to r = -0.58 for the trabecular vertebral body; from r = -0.8 to r = -0.37 for entry points. Significant correlations were not found for BMD and the height or weight of the patients.

CONCLUSIONS

Cortical BMD at pedicle entry points decreases with osteoporosis. The relative contribution of cortical vs trabecular BMD increases with osteoporosis. Vertebral trabecular BMD is highly correlated with the cortical BMD of the entry points and allows predicting the bone support in fracture cases.

Currently Adopted Criteria for Pedicle Screw Diameter Selection

BACKGROUND

Transpedicular screw insertion has become widely accepted for the correction of spinal deformity as well as degenerative and traumatic injury, but adoption of this technique has remained less widespread in the thoracic compared to the lumbar spine. This is thought to be associated with the relative technical difficulty of screw insertion into the narrower widths of the thoracic pedicles and the neurologic and mechanical risks associated with breach of the pedicle wall. The surgical decision making involves determining the appropriate sized screw for maximum fixation strength while simultaneously respecting the structural integrity of the vertebral pedicles to prevent a breach and provide better fixation. This paper presents a systematic review of criteria for thoracic pedicle screw diameter (SD) selection in order to orient inexperienced surgeons on the impact of this selection on pedicle breaching and fixation strength.

METHODS

We performed a systematic literature review focused on studies reporting SD selection in relation to pedicle dimensions, measures of fixation strength, and breach rate.

RESULTS

Twenty-nine articles that measured fixation strength, breach rate, and/or provided SD in relation to pedicle width were selected for inclusion.

CONCLUSIONS

A commonly accepted criteria for pedicle SD selection has not yet been proposed. Screw diameters approximately 80% of the pedicle width have been adopted, but this proportion is rarely reported in the midthoracic vertebrae for which smaller pedicles and inadequate hardware specificity result in higher breach rates. Depending upon the insertion technique adopted, greater specificity in diameter selection by vertebral level should be pursued in order to maximally target cortical bone purchase.

CLINICAL RELEVANCE

Based on this review of the literature, we believe that proper selection of the SD for individual vertebral level directly affects the insertion technique and the potential breach.

Effect of Robot-Assisted Surgery on Lumbar Pedicle Screw Internal Fixation in Patients with Osteoporosis

OBJECTIVE

We sought to compare clinical outcomes of robot-assisted versus conventional freehand fluoroscopy-assisted lumbar pedicle screw insertion in patients with osteoporosis.

METHODS

This study included 80 patients with osteoporosis and lumbar disease treated with pedicle screw internal fixation in the Department of Spine Surgery, Beijing Jishuitan Hospital between June 2016 and July 2018. Patients were randomly assigned to receive either robot-assisted pedicle screw insertion (experimental group) or freehand fluoroscopy-assisted pedicle screw insertion (control group). The accuracy of screw placement was assessed with postoperative computed tomography. Operative time, pedicle screw placement time, radiation exposure to the medical team, and intraoperative blood loss were recorded.

RESULTS

A total of 427 pedicle screws were inserted in 80 patients; 202 pedicle screws were placed in the experimental group, and 225 pedicle screws were placed in the control group. The accuracy of screw placement was significantly higher with robot-assisted pedicle screw insertion (98.5% [199/202]) compared with that achieved with the freehand technique (91.6% [206/225]) (P < 0.05). Robot-assisted pedicle screw insertion was associated with reductions in the mean total pedicle screw placement time (27.60 ± 8.58 vs. 32.26 ± 10.48 minutes), radiation exposure to the medical team (2.23 ± 0.62 vs. 3.35 ± 0.80 fluoroscopic images), and intraoperative blood loss (254.75 ± 115.34 vs. 356.25 ± 141.00 mL; P < 0.05). The mean operative time did not differ significantly between the groups.

CONCLUSIONS

Robot-assisted pedicle screw insertion is a more effective surgical option for patients with osteoporosis who present with various spine diseases compared with fluoroscopy-assisted freehand screw placement techniques.

Minimally Invasive Augmented Fixation for Anatomical Reduction of Grade 2 and Grade 3 Listhesis in Patients with Osteoporosis

Study Design

A retrospective study.

Purpose

To study the efficacy of augmented fixation for anatomical reduction of grade 2 and grade 3 listhesis in patients with osteoporosis.

Overview of Literature

Spondylolisthesis in osteoporotic patients requiring spinal fixation are associated with complications such as loss of surgical construct stability, screw pulling out, and screw loosening. Augmented fixation is a novel strategy to achieve necessary construct integrity.

Methods

Thirteen consecutive patients with grade 2 or grade 3 listhesis, with proven osteoporosis on dual energy X-ray absorptiometry (DEXA) scan, and who underwent augmented fixation for reduction of listhesis were retrospectively analyzed. In all patients, surgical access was achieved with a fixed 22 mm tubular retractor. A modified technique of bilateral, sequential, transforaminal decompression and discectomy, followed by reduction of listhesis using unilaterally placed augmented screws was employed in all the cases. Patients were followed up with plain X-rays at regular intervals to assess for implant stability and fusion status. All patients were started on medical treatment for osteoporosis.

Results

The mean age of the patients was 52.46 years, with 12 females and one male. The median T-score on DEXA scan was −3.0. Of the 13 patients, listhesis was at L4–L5 in five and at L5–S1 in eight. Nine patients had grade 2 listhesis, while four patients had grade 3 listhesis. Complete reduction was achieved in 10 patients. The median duration of follow-up was 18 months. Postoperative outcomes were satisfactory in all cases.

Conclusions

Augmented fixation is a useful technique for achieving anatomical reduction of listhesis in patients with osteoporosis.

Surgical Management of Spinal Conditions in the Elderly Osteoporotic Spine

Osteoporosis, the most common form of metabolic bone disease, leads to alterations in bone structure and density that have been shown to compromise the strength of spinal instrumentation. In addition, osteoporosis may contribute to high rates of fracture and instrumentation failure after long posterior spinal fusions, resulting in proximal junctional kyphosis and recurrent spinal deformity. As increasing numbers of elderly patients present for surgical intervention for degenerative and traumatic spinal pathologies, current and future generations of spine surgeons will increasingly be faced with the challenge of obtaining adequate fixation in osteoporotic bone. The purpose of this review is to familiarize the reader with the impact of osteoporosis on spinal instrumentation, the broad variety of techniques that have been developed for addressing these issues, and the biomechanical and clinical evidence in support of the use of these techniques.

Effect of physiological loads on cortical and traditional pedicle screw fixation

STUDY DESIGN

Human cadaveric biomechanical study.

OBJECTIVE

To determine the fixation strength of laterally directed, cortical pedicle screws under physiological loads.

SUMMARY OF BACKGROUND DATA

Lateral trajectory cortical pedicle screws have been described as a means of obtaining improved fixation while minimizing soft-tissue dissection during lumbar instrumentation. Biomechanical data have demonstrated equivalent strength in a quasi-static model; however, no biomechanical information is available comparing the fixation of cortical with traditional pedicle screws under cyclic physiological loads.

METHODS

Seventeen vertebral levels (T11-L5) underwent quantitative computed tomography. On 1 side, a laterally directed, cortical pedicle screw was inserted with a traditional, medially directed pedicle screw placed on the contralateral side. With the specimen constrained in a testing apparatus, each screw underwent cyclic craniocaudal toggling under incrementally increasing physiological loads until 2 mm of head displacement occurred. Next, uniaxial pullout of each toggled screw was performed. The number of craniocaudal toggle cycles and load (N) required to achieve pedicle screw movement as well as axial pullout resistance (N) were compared between the 2 techniques.

RESULTS

The mean trabecular bone mineral density of the specimens was 202 K2HPO4 mg/cm. Cortical pedicle screws demonstrated significantly improved resistance to toggle testing, requiring 184 cycles to reach 2 mm of displacement compared with 102 cycles for the traditional pedicle screws (P=0.002). The force necessary to displace the screws was also significantly greater for the cortical versus the traditional screws (398 N vs. 300 N, P=0.004). There was no statistical difference in axial pullout strength between the previously toggled cortical and traditional pedicle screws (1722 N vs. 1741 N, P=0.837).

CONCLUSION

Laterally directed cortical pedicle screws have superior resistance to craniocaudal toggling compared with traditional pedicle screws.

LEVEL OF EVIDENCE

N/A.

Pedicle screw reinsertion using previous pilot hole and trajectory does not reduce fixation strength

STUDY DESIGN

Fresh-frozen human cadaveric biomechanical study.

OBJECTIVE

To evaluate the biomechanical consequence of pedicle screw reinsertion in the thoracic spine.

SUMMARY OF BACKGROUND DATA

During pedicle screw instrumentation, abnormal appearance on fluoroscopic imaging or low current reading with intraoperatively evoked electromyographic stimulation of a pedicle screw warrants complete removal to reassess for pedicle wall violation or screw malposition. However, screw fixation strength has never been evaluated biomechanically after reinsertion using a previous pilot hole and trajectory.

METHODS

Thirty-one thoracic individual fresh-frozen human cadaveric vertebral levels were instrumented bilaterally with 5.5-mm titanium polyaxial pedicle screws, and insertional torque (IT) was measured with each revolution. A paired comparison was performed for each level. Screw reinsertion was performed by completely removing the pedicle screw, palpating the tract, and then reinserting along the same trajectory. Screws were tensile loaded to failure "in-line" with the screw axis.

RESULTS

There was no significant difference for pedicle screw pullout strength (POS) between reinserted and control screws (732 ± 307 N vs. 742 ± 320 N, respectively; P = 0.78). There was no significant difference in IT between initial insertion for the test group (INI) (0.82 ± 0.40 N·m) and control (0.87 ± 0.50 N·m) (P = 0.33). IT for reinserted screws (0.58 ± 0.47 N·m) had significantly decreased compared with INI and control screws (29% decrease, P = 0.00; 33% decrease, P = 0.00, respectively). The test group screws in the thoracic spine had significant correlations between initial IT and POS (r = 0.79, P = 0.00), and moderate correlations between reinsertion IT and POS in the thoracic spine (r = 0.56, P = 0.00).

CONCLUSION

Despite a significant reduction in pedicle screw IT, there was no significant difference in pedicle screw POS with reinsertion. Therefore, when surgeons must completely remove a pedicle screw for tract inspection, reinsertion along the same trajectory may be performed without significantly compromising fixation strength.

LEVEL OF EVIDENCE

N/A.

Designs and techniques that improve the pullout strength of pedicle screws in osteoporotic vertebrae: current status

Osteoporosis is a medical condition affecting men and women of different age groups and populations. The compromised bone quality caused by this disease represents an important challenge when a surgical procedure (e.g., spinal fusion) is needed after failure of conservative treatments. Different pedicle screw designs and instrumentation techniques have been explored to enhance spinal device fixation in bone of compromised quality. These include alterations of screw thread design, optimization of pilot hole size for non-self-tapping screws, modification of the implant's trajectory, and bone cement augmentation. While the true benefits and limitations of any procedure may not be realized until they are observed in a clinical setting, axial pullout tests, due in large part to their reproducibility and ease of execution, are commonly used to estimate the device's effectiveness by quantifying the change in force required to remove the screw from the body. The objective of this investigation is to provide an overview of the different pedicle screw designs and the associated surgical techniques either currently utilized or proposed to improve pullout strength in osteoporotic patients. Mechanical comparisons as well as potential advantages and disadvantages of each consideration are provided herein.

Surgical strategies to improve fixation in the osteoporotic spine: the effects of tapping, cement augmentation, and screw trajectory

Study Design Biomechanical study of pedicle screw fixation in osteoporotic bone. Objective To investigate whether it is better to tap or not tap osteoporotic bone prior to placing a cement-augmented pedicle screw. Methods Initially, we evaluated load to failure of screws placed in cancellous bone blocks with or without prior tapping as well as after varying the depths of tapping prior to screw insertion. Then we evaluated load to failure of screws placed in bone block models with a straight-ahead screw trajectory as well as with screws having a 23-degree cephalad trajectory (toward the end plate). These techniques were tested with nonaugmented (NA) screws as well as with bioactive cement (BioC) augmentation prior to screw insertion. Results In the NA group, pretapping decreased fixation strength in a dose-dependent fashion. In the BioC group, the tapped screws had significantly greater loads to failure (p < 0.01). Comparing only the screw orientation, the screws oriented at 23 degrees cephalad had a significantly higher failure force than their respective counterparts at 0 degrees (p < 0.01). Conclusions Standard pedicle screw fixation is often inadequate in the osteoporotic spine, but this study suggests tapping prior to cement augmentation will substantially improve fixation when compared with not tapping. Angulating screws more cephalad also seems to enhance aging spine fixation.

Effect of the pilot hole preparation on the anchorage of pedicle screws

Objective

We evaluated the influence of the diameter and the preparation of the pilot hole on the resistance to the pulling out and the strength when inserting pedicle screws with conical internal diameter.

Methods

Mechanical experiments were performed with pedicle conical screws of 4.2 mm and 5.2 mm diameter. They were inserted in the vertebral pedicles of swine. The hole was manufactured with a drill and probes with different diameters.

Results

While testing the 4.2 mm screw, the perforation of holes with measure equal or inferior to the lesser internal diameter of the screw increased the torque and the resistance to pull-out strength. Perforations with different instruments have presented similar results. Perforations with probes allowed the holes manufactured with dimensions superior to the lesser internal diameter of the screw to show similar resistance to that of the perforations with dimensions equal to the lesser internal diameter of the implant, made with probes and drills.

Conclusion

For 4.2 mm screws, the diameter and the preparation of the hole influence the torque and the resistance. For 5.2 mm screws, there is only influence on the insertion torque. There is no correlation between pulling out strength and insertion torque. Level of Evidence II, Therapeutic Studies - Investigating the Results of Treatment.

Effect of pilot hole on biomechanical and in vivo pedicle screw-bone interface

PURPOSE

To experimentally study the influence of pilot hole diameter (smaller than or equal to the internal (core) diameter of the screw) on biomechanical (insertion torque and pullout strength) and histomorphometric parameters of screw-bone interface in the acute phase and 8 weeks after pedicle screw insertion.

METHODS

Fifteen sheep were operated upon and pedicle screws inserted in the L1-L3 pedicles bilaterally. The pilot hole was smaller (2.0 mm) than the internal diameter (core) of the screw on the left side pedicle and equal (2.8 mm) to the internal diameter (core) of the screw on the right side pedicle. Ten animals were sacrificed immediately (five animals were assigned to pullout strength tests and five animals were used for histomorphometric bone-screw interface evaluation). Five animals were sacrificed 8 weeks after pedicle screw insertion for histomorphometric bone-screw interface evaluation.

RESULTS

The insertion torque and pullout strength were significantly greater in pedicle screws inserted into pilot holes smaller than internal (core) diameter of the screw. Histomorphometric evaluation of bone-screw interface showed that the percentage of bone-implant contact, the area of bone inside the screw thread and the area of bone outside the screw thread were significantly higher for pilot holes smaller than the internal (core) diameter of the screw immediately after insertion and after 8 weeks.

CONCLUSION

A pilot diameter smaller than the internal (core) diameter of the screw improved the insertion torque and pullout strength immediately after screw insertion as well the pedicle screw-bone interface contact immediately and 8 weeks after screw placement in sheep with good bone mineral density.

Influência do macheamento do orifício piloto nos parafusos cervicais anteriores

OBJETIVO: Analisar experimentalmente a influência do macheamento do orifício piloto nas propriedades mecânicas e na interface osso-implante do parafuso cervical anterior. MÉTODOS: Oito carneiros da raça Santa Inês deslanados foram utilizados no estudo. Nos segmentos vertebrais cervicais de C2-C7 foram realizados orifícios piloto de 2,5mm, de ambos os lados da vértebra. No lado direto da vértebra foi realizado o macheamento previamente a inserção do parafuso cortical de 3,5mm, e no lado esquerdo o implante foi colocado sem o macheamento do orifício piloto. Foram realizados ensaios mecânicos para avaliar a força de arrancamento dos implantes e estudo histomorfométrico da interface osso-implante na fase aguda e oito semanas após a colocação dos implantes. O torque de inserção foi mensurado durante a colocação dos implantes. RESULTADOS: O torque de inserção e a resistência ao arrancamento dos implantes foram maiores nos implantes colocados sem o macheamento do orifício piloto. A interface osso-implante apresentou maior área de contato ósseo e maior área óssea no interior da rosca do implante nos parafusos implantados sem o macheamento prévio. Não foi observado diferença na área óssea fora do passo de rosca do implante. CONCLUSÕES: O macheamento do orifício piloto reduz o torque de inserção e a resistência ao arrancamento do implante na fase aguda e crônica, e reduz a área de contato osso-implante e área de osso no interior do passo de rosca.

Biomechanical evaluation of a novel fenestrated pedicle screw augmented with bone cement in osteoporotic spines

STUDY DESIGN

Comparative biomechanical study was conducted in osteoporotic human cadaveric spines.

OBJECTIVE

Determine the influence of the volume of polymethyl methacrylate injected through a fenestrated pedicle screw on the pullout strength and on the ability to safely remove the implant.

SUMMARY OF BACKGROUND DATA

Pedicle screw fixation in the osteoporotic spine can be improved by the addition of bone cement. Various injection techniques have been used. While improvement has been shown for the pullout strength, the optimal volume of cement to inject has not been previously studied.

METHODS

Seven osteoporotic spines were instrumented with a standard and a fenestrated pedicle screw augmented with polymethyl methacrylate at each level (T7-L5). Three volumes of bone cement were randomly injected and stratified to the thoracic (0.5 cc, 1.0 cc, and 1.5 cc) and lumbar spine (1.5 cc, 2.0 cc, and 2.5 cc). Axial pullout strength and removal torque of the pedicle screws were quantified.

RESULTS

The pullout strength of the fenestrated screw was normalized with respect to its contralateral control. Student paired t tests were conducted and a statistically significant increase was noted for 1.0 cc (186 ± 45%) and 1.5 cc (158 ± 46%) in the thoracic spine and for 1.5 cc (264 ± 193%), 2.0 cc (221 ± 93%), and 2.5 cc (198 ± 42%) in the lumbar spine. There was no significant difference with higher volumes of cement. The median removal torque was 0.34 Nm for the standard and 1.83 Nm for the augmented screws. When the augmented implants were removed, the bone cement sheared completely off at the fenestrations in 15 of the 17 cases.

CONCLUSION

Significant increases in pullout strength can be accomplished by injecting a limited quantity of bone cement through a fenestrated screw while minimizing the risks associated with higher volume. The majority of implants were removed without damaging the vertebra as the bone cement sheared off at the fenestrations.

Surgical treatment options in patients with impaired bone quality

BACKGROUND

Bone quality should play an important role in decision-making for orthopaedic treatment options, implant selection, and affect ultimate surgical outcomes. The development of decision-making tools, currently typified by clinical guidelines, is highly dependent on the precise definition of the term(s) and the appropriate design of basic and clinical studies. This review was performed to determine the extent to which the issue of bone quality has been subjected to this type of process.

QUESTIONS/PURPOSES

We address the following issues: (1) current methods of clinically assessing bone quality; (2) emerging technologies; (3) how bone quality connects with surgical decision-making and the ultimate surgical outcome; and (4) gaps in knowledge that need to be closed to better characterize bone quality for more relevance to clinical decision-making.

METHODS

PubMed was used to identify selected papers relevant to our discussion. Additional sources were found using the references cited by identified papers.

RESULTS

Bone mineral density remains the most commonly validated clinical reference; however, it has had limited specificity for surgical decision-making. Other structural and geometric measures have not yet received enough study to provide definitive clinical applicability. A major gap remains between the basic research agenda for understanding bone quality and the transfer of these concepts to evidence-based practice.

CONCLUSIONS

Basic bone quality needs better definition through the systematic study of emerging technologies that offer a more precise clinical characterization of bone. Collaboration between basic scientists and clinicians needs to improve to facilitate the development of key questions for sound clinical studies.

In vivo preclinical evaluation of the influence of osteoporosis on the anchorage of different pedicle screw designs

We investigate the anchorage of pedicle screws with different surface treatments in osteoporotic bone. Eight ewes were divided into two groups of four animals each: four sheep underwent bilateral ovariectomy (OVX Group), whereas the operation was simulated in the remaining group (SHAM Group). Eighteen months after the first operation, the Dynesys(®) System was fitted to the sheep using pedicle screws with three different surface treatments: untreated, rough blasted (uncoated) and bioactive coated (bioactive). Uncoated screws showed a significantly higher bone ingrowth value compared with the untreated screws in the OVX group (9.3%, p < 0.005) and a significantly lower bone ingrowth value in the SHAM group (-11.0%, p < 0.05). Furthermore, the bioactive pedicle screws had a significant lower bone ingrowth value than the untreated screws in the SHAM group (-12.1%, p < 0.05). These results suggest that both tested surface treatments of pedicular screws may provide an advantage in terms of bone quality and osseointegration, when implanted in osteoporotic vertebrae.

Influência do instrumento de perfuração do orifício piloto nas propriedades mecânicas dos parafusos vertebrais

OBJETIVO: Determinar a influência do modo de preparo do orifício piloto utilizando sonda romba, sonda cortante e broca na resistência ao arrancamento dos implantes. MÉTODO: Foram utilizados parafusos do sistema de fixação vertebral (USS) com 5 mm, 6 mm e 7 mm de diâmetro externo. Os parafusos foram implantados nos corpos de prova de osso bovino após a realização do orifício piloto com três diferentes modos de preparo: sonda romba, sonda cortante e broca. O diâmetro de perfuração do orifício piloto era menor, igual e maior que o diâmetro interno dos parafusos. No mesmo corpo de prova, três orifícios do mesmo diâmetro foram confeccionados por meio dos três modos de preparo utilizados no estudo, os parafusos foram inseridos e, em seguida, foram realizados os ensaios mecânicos de arrancamento. Os ensaios mecânicos foram realizados em máquina universal de ensaio Emic®, Software Tesc 3.13, célula de carga de 2000N, velocidade de aplicação de força de 2 mm/min, pré-carga de 5N e tempo de acomodação de 10 segundos. A propriedade avaliada nos ensaios mecânicos foi a força máxima de arrancamento. RESULTADOS: O modo de preparo do orifício piloto influencia na resistência ao arrancamento dos implantes de 5 e 6 mm utilizados no estudo. Foi observada maior resistência ao arrancamento os orifícios piloto que foram confeccionados com sonda. A resistência ao arrancamento dos parafusos de 7 mm não foi influenciada pelo modo de preparo do orifício piloto. CONCLUSÃO: O modo de preparo do orifício piloto influenciou a resistência ao arrancamento dos parafusos de 5 e 6 mm de diâmetro externo.

Influência do local de ancoragem dos implantes na vértebra sobre o torque de inserção e resistência ao arrancamento

OBJETIVO: Avaliar a influência do sítio anatômico da ancoragem dos implantes na vértebra sobre a resistência ao arrancamento e o torque de inserção dos parafusos pediculares com alma cônica e cilíndrica. MÉTODOS: Parafusos cilíndricos e com alma cônica foram inseridos no pedículo e corpo vertebral de 10 vértebras lombares (L4-L5) de vitelos. Foram avaliados o torque de inserção e a resistência ao arrancamento dos parafusos inseridos no corpo e no pedículo vertebral. RESULTADOS: Os valores do torque de inserção e resistência ao arrancamento foram maiores nos parafusos de alma cilíndrica e alma cônica inseridos no pedículo vertebral. CONCLUSÕES: A ancoragem dos implantes no pedículo vertebral apresentou maiores valores do torque de inserção e da força de arrancamento que os implantes inseridos no corpo vertebral nos dois tipos de parafusos utilizados.

EFFECT OF PILOT HOLE TAPPING ON PULLOUT STRENGTH AND INSERTION TORQUE OF DUAL CORE PEDICLE SCREWS

Objective: To evaluate the influence of pilot hole tapping on pullout resistance and insertion torque of pedicle screws with a conical core. Methods: Mechanical tests using a universal testing machine were performed on pedicle screws with a conical core that were inserted into pedicles in the fifth lumbar vertebra of calves. The insertion torque was measured using a torque meter with a capacity of 10 Nm, which was considered to be the highest torque value. The pilot holes were prepared using a probe of external diameter 3.8 mm and tapping of the same dimensions and thread characteristics as the screw. Results: Decreased insertion torque and pullout resistance were observed in the group with prior tapping of the pilot hole. Conclusions: Pilot hole tapping reduced the insertion torque and pullout resistance of pedicle screws with a conical core that had been inserted into the pedicle of the fifth lumbar vertebra of calves.

The biomechanics of pedicle screw-based instrumentation

There are three basic concepts that are important to the biomechanics of pedicle screw-based instrumentation. First, the outer diameter of the screw determines pullout strength, while the inner diameter determines fatigue strength. Secondly, when inserting a pedicle screw, the dorsal cortex of the spine should not be violated and the screws on each side should converge and be of good length. Thirdly, fixation can be augmented in cases of severe osteoporosis or revision. A trajectory parallel or caudal to the superior endplate can minimise breakage of the screw from repeated axial loading. Straight insertion of the pedicle screw in the mid-sagittal plane provides the strongest stability. Rotational stability can be improved by adding transverse connectors. The indications for their use include anterior column instability, and the correction of rotational deformity.

TAPPING PILOT HOLE: MECHANICAL ANALYSIS OF SHEEP VERTEBRA AND THE ARTIFICIAL BONE MODEL

Objective: To determine the effect of pilot hole tapping, together with other variables such as pilot hole diameter, in relation to inner screw diameter and preparation method, on the insertion torque and pullout resistance of the screws used for anterior fixation of the cervical spine. Method: Twenty polyurethane test bodies and 30 thoracic vertebrae (T1-T5) were tested. Four holes were drilled into each test body: two of them with a diameter of 2.0 mm and two with a diameter of 2.5 mm. The holes were drilled using a bit or probe, according to the experimental group. Each experimental group was divided into two equal subgroups, with and without pilot hole tapping. In all, there were eight experimental groups: four using polyurethane specimens and four using sheep vertebrae. Cortical screws of 3.5 mm in outer diameter and 14 mm in length were inserted into the pilot holes. The insertion torque was measured during screw implantation and mechanical pullout tests were then performed using an Emic^® universal testing machine, with the Tesc 3.13 software, load cells of 1000 N, force application rate of 0.2 mm/min, preloading of 5 N and accommodation time of 10 seconds. The property evaluated in the mechanical tests was the maximum pullout force. Results and Conclusion: Pilot hole tapping significantly decreased the insertion torque and pullout force of the screws in all the experimental groups.

Estudo microscópico da interface implante-osso vertebral e sua relação com o modo de preparo do orifício piloto

OBJETIVO: estudar as alterações do tecido ósseo da interface entre o implante e o osso da vértebra submetido ao preparo do orifício piloto por meio de sonda, broca e broca seguida de macheamento. MÉTODOS: foram utilizadas três vértebras lombares (l2-L3-L4) de cadáveres humanos adultos do sexo masculino. No interior dos pedículos vertebrais, foram inseridos parafusos de 6 mm de diâmetro externo do sistema USIS de fixação vertebral. O preparo do orifício piloto para a inserção dos parafusos nos pedículos vertebrais foi realizado por meio de sonda, broca ou broca seguida de macheamento. As vértebras foram preparadas para o estudo em microscopia de luz e foi avaliado o coeficiente de fragmentação por meio da relação entre a porcentagem da área ocupada por tecido ósseo na região próxima do implante e no osso normal. RESULTADOS: o coeficiente de fragmentação foi menor, com diferença estatística, no grupo do orifício piloto preparado com sonda em relação ao orifício piloto preparado com broca ou broca seguida de macheamento. CONCLUSÃO: o menor coeficiente de fragmentação observado com a utilização da sonda para a realização do orifício piloto indica a maior compactação do osso na interface entre o implante e o osso da vértebra

Parafusos automacheantes: comparação mecânica no modelo artificial de osso e na vértebra cervical de carneiro

OBJETIVO: comparar o novo parafuso travado na placa cervical (CSLP) automacheante com o parafuso convencional cortical automacheante utilizado na fixação da placa cervical anterior, por meio da análise do torque de inserção e da resistência ao arrancamento dos implantes. MÉTODOS: 15 parafusos corticais automacheantes e 15 parafusos CSLP automacheantes foram inseridos em 15 modelos artificiais de osso (poliuretana) e 15 vértebras cervicais de carneiro. Os parâmetros estudados foram o torque de inserção e a força de arrancamento. Foram formados dois grupos experimentais, de acordo com o tipo de parafuso utilizado: Grupo I, com parafuso cortical automacheante; Grupo II, com parafuso CSLP automacheante. O orifício-piloto foi perfurado com 10,0 mm de profundidade, por meio de broca com diâmetro de 2,5 mm (Grupo I) e 3,0 mm (Grupo II). O torque de inserção foi mensurado durante a implantação dos parafusos e, em seguida, foram realizados ensaios mecânicos em máquina universal de testes, para avaliar a força de arrancamento dos implantes. RESULTADOS: os parafusos automacheantes CSLP apresentaram valores do torque de inserção e resistência ao arrancamento maiores que os parafusos corticais automacheantes. CONCLUSÃO: o desenho do parafuso CSLP influencia o seu torque de inserção e resistência ao arrancamento, sendo a avaliação desses parâmetros superiores aos parafusos corticais automacheantes.

Alignment of pedicle screws with pilot holes: can tapping improve screw trajectory in thoracic spines?

Pedicle screws are placed using pilot holes. The trajectory of pilot holes can be verified by pedicle sounding or radiographs. However, a pilot hole alone does not insure that the screw will follow the pilot hole. No studies have characterized the risk of misalignment of a pedicle screw with respect to its pilot hole trajectory. The objective of this study was to measure the misalignment angles between pedicle screws and pilot holes with or without tapping. Six human cadaveric thoracic spines were used. One hundred and forty pilot holes were created with a straight probe. Steel wires were temporarily inserted and their positions were recorded with CT scans. The left pedicles were tapped with 4.5 mm fluted tap and the right pedicles remained untapped. Pedicle screws (5.5 mm) were inserted into the tapped and untapped pedicles followed by CT scans. The trajectories of pilot holes and screws were calculated using three-dimensional vector analysis. A total of 133 pilot holes (95%) were inside pedicles. For the untapped side, 14 out of 68 (20%) screws did not follow the pilot holes and were outside the pedicles. For the tapped side, 2 out of 65 (3%) did not follow and breached the pedicles. The average misalignment angles between the screw and pilot hole trajectory were 7.7 degrees +/- 6.5 degrees and 5.6 degrees +/- 3.2 degrees for the untapped side and tapped side, respectively (P < 0.05). Most pedicle screws had lateral screw breach (13 out of 16) whereas most pilot holes had medial pedicle breach (6 out of 7). Tapping of pilot holes (1 mm undertap) helps align pedicle screws and reduces the risk of screw malposition. Although most pedicle screws had lateral breach, the risk of medial pedicle breach of the pilot holes must be recognized.

Influência do macheamento na interface do parafuso e do tecido ósseo na fase imediata pós-implante

OBJETIVO: analisar experimentalmente as alterações agudas da interface entre o osso e o implante nas vértebras cervicais após a realização do macheamento do orifício piloto. MÉTODOS: foram utilizados cinco carneiros da raça Santa Inês deslanados. Na terceira vértebra cervical, foram feitos orifícios de 2,5 mm, de ambos os lados, na parte proximal e distal. No orifício proximal direito, foi realizado o macheamento antes da inserção do parafuso cortical de 3,5 mm (Grupo A); no orifício proximal esquerdo, o parafuso foi inserido sem macheamento (Grupo B); os outros dois orifícios distais foram utilizados como controle (Grupo C). As alterações da interface entre o osso e o implante foram analisadas por meio de estudo histomorfométrico, considerando o número de trabéculas fraturadas entre os filetes de rosca; a maior distância da fratura trabecular transversal provocada pela inserção do parafuso; a maior extensão da fratura trabecular longitudinal provocada pela inserção do parafuso e a linha de contato na interface osso-parafuso. RESULTADOS: o macheamento do orifício piloto provocou alterações da microestrutura do tecido ósseo ao redor do implante quando comparado às alterações produzidas pela inserção do parafuso sem o macheamento ou orifício piloto. A avaliação do contato entre o osso e o implante foi o parâmetro que apresentou diferença estatística na comparação entre a colocação do implante com e sem machemanto. CONCLUSÃO: na comparação com o orifício piloto, todos os parâmetros analisados apresentaram diferença estatística.

Comparison and prediction of pullout strength of conical and cylindrical pedicle screws within synthetic bone

Background

This study was designed to derive the theoretical formulae to predict the pullout strength of pedicle screws with an inconstant outer and/or inner diameter distribution (conical screws). For the transpedicular fixation, one of the failure modes is the screw loosening from the vertebral bone. Hence, various kinds of pedicle screws have been evaluated to measure the pullout strength using synthetic and cadaveric bone as specimens. In the literature, the Chapman's formula has been widely proposed to predict the pullout strength of screws with constant outer and inner diameters (cylindrical screws).

Methods

This study formulated the pullout strength of the conical and cylindrical screws as the functions of material, screw, and surgery factors. The predicted pullout strength of each screw was compared to the experimentally measured data. Synthetic bones were used to standardize the material properties of the specimen and provide observation of the loosening mechanism of the bone/screw construct.

Results

The predicted data from the new formulae were better correlated with the mean pullout strength of both the cylindrical and conical screws within an average error of 5.0% and R² = 0.93. On the other hand, the average error and R² value of the literature formula were as high as -32.3% and -0.26, respectively.

Conclusion

The pullout strength of the pedicle screws was the functions of bone strength, screw design, and pilot hole. The close correlation between the measured and predicted pullout strength validated the value of the new formulae, so as avoid repeating experimental tests.

The effect of repetitive pilot-hole use on the insertion torque and pullout strength of vertebral system screws

STUDY DESIGN

In vitro biomechanical investigation of the screw-holding capacity.

OBJECTIVE

To evaluate the effect of repetitive screw-hole use on the insertional torque and retentive strength of vertebral system screws.

SUMMARY AND BACKGROUND DATA

Placement and removal of vertebral system screws is sometimes necessary during the surgical procedures in order to assess the walls of the pilot hole. This procedure may compromise the holding capacity of the implant.

METHODS

Screws with outer diameter measuring 5, 6, and 7 mm were inserted into wood, polyurethane, polyethylene, and cancellous bone cylindrical blocks. The pilot holes were made with drills of a smaller, equal, or wider diameter than the inner screw diameter. Three experimental groups were established based on the number of insertions and reinsertions of the screws and subgroups were created according to the outer diameter of the screw and the diameter of the pilot hole used.

RESULTS

A reduction of screw-holding capacity was observed between the first and the following insertions regardless the anchorage material. The pattern of reduction of retentive strength was not similar to the pattern of torque reduction. The pullout strength was more pronounced between the first and the last insertions, while the torque decreased more proportionally from the first to the last insertions.

CONCLUSION

Insertion and reinsertion of the screws of the vertebral fixation system used in the present study reduced the insertion torque and screw purchase.

Estudo da influência do diâmetro do orifício piloto na resistência ao arrancamento do parafuso pedicular

A influência do diâmetro do orifício piloto em relação ao diâmetro interno do parafuso na resistência ao arrancamento do parafuso pedicular foi o objetivo do estudo. Foram utilizados parafusos de 5, 6 e 7 mm do sistema USS de fixação vertebral, os quais foram inseridos nos corpos de prova de madeira, poliuretana e osso. O orifício piloto para a inserção do parafuso foi realizado com brocas de diâmetro inferior, igual e superior ao diâmetro interno do parafuso. Ensaios mecânicos de arrancamento foram realizados em máquina universal de teste. Nos corpos de prova de madeira, poliuretana e osso a realização do orifício piloto com brocas de diâmetro maior que o diâmetro interno do parafuso produziu diminuição da força máxima de arrancamento dos implantes nos ensaios de arrancamento, tendo sido observada diferença estatística. O diâmetro da perfuração do orifício piloto em relação ao diâmetro interno do parafuso exerce influência na resistência ao arrancamento do implante, tendo sido observado aumento da resistência ao arrancamento com a utilização de brocas de diâmetro menor que o diâmetro interno e redução da resistência ao arrancamento com a utilização de brocas com diâmetro maior que o diâmetro interno do parafuso.

Biomechanical comparison of a novel multilevel hex-head pedicle screw design with a conventional head design

The objective of the study was to determine the biomechanical effect during insertion of multilevel hex-head design pedicle screws compared to a conventional screw-head design. Eighteen lumbar vertebrae and thoracic vertebrae from human cadavers were instrumented with a novel, multilevel hexagonal head pedicle screw on one side and a conventional head pedicle screw on the contralateral side. Screws were inserted at a constant rate and insertion and removal torques were recorded. A further 14 lumbar and thoracic vertebrae were used to test alterability of screw direction and operational effort required. Electromagnetic sensors recorded the change in angular direction for both screw and screwdriver. The force applied through the insertion screwdriver required to produce the directional change was also recorded. No significant differences were found between the two screw types for insertion or removal torque in either lumbar or thoracic vertebrae. Multilevel hex-head screws had significantly greater directional alterability than conventional head screws in both lumbar and thoracic specimens. Multilevel hex-head screws also required less force applied through the screwdriver than conventional screws to alter direction of screw insertion in both lumbar and thoracic specimens. The multilevel hex-head design did not affect the insertion or removal torque in comparison to a conventional head design.

Estudo da influência do modo de preparação do orifício piloto e do macheamento na ancoragem dos parafusos pediculares

Foram realizados ensaios mecânicos com parafusos do sistema de fixação vertebral USIS para o estudo da influência do tipo de preparo do orifício piloto com sonda ou brocas e o macheamento do trajeto do orifício piloto, na resistência ao arrancamento dos implantes. Os parafusos foram inseridos em corpos de prova de madeira, poliuretana e osso bovino. O preparo do orifício piloto foi realizado com sondas e brocas de 3,5mm. Foram formados três grupos experimentais: I-perfuração com sonda, II-perfuração com broca e III-perfuração com broca e macheamento. Após a sua inserção nos corpos de prova foram realizados ensaios de arrancamento em máquina universal de teste. Foi observado aumento da resistência ao arrancamento dos implantes com a realização do orifício piloto com sondas e a diferença estatística foi significativa em relação ao preparo com broca e broca associada ao macheamento. Não foi observada diferença na resistência ao arrancamento dos parafusos com o macheamento do trajeto do orifício piloto.

Influência do diâmetro do orifício piloto na resistência ao arrancamento dos parafusos do corpo vertebral

Foram realizados ensaios mecânicos com o objetivo de avaliar a influência do diâmetro do orifício piloto em relação ao diâmetro interno do parafuso na resistência ao arrancamento dos parafusos do sistema de fixação vertebral aplicados no corpo da vértebra. O estudo foi realizado em duas etapas. Na primeira etapa foram utilizados corpos de prova de poliuretana para a colocação de parafusos de 5mm e, 6mm , e na segunda etapa os parafusos foram inseridos na face lateral dos corpos das vértebras lombares de suínos. O orifício piloto foi realizado com brocas de diâmetro menor, igual ou maior que o diâmetro interno do parafuso. Foram realizados ensaios mecânicos de arrancamento em máquina universal de teste para a avaliação da força máxima de arrancamento dos implantes. Foi observado que o diâmetro do orifício piloto em relação ao diâmetro interno do parafuso influencia na resistência ao arrancamento dos implantes.