The Journal of Bone and Joint Surgery (American). 2007;89:649-658.
doi:10.2106/JBJS.F.00465
© 2007 The Journal of Bone and Joint Surgery, Inc.
Bone Grafts and Bone Graft Substitutes in Orthopaedic Trauma SurgeryA Critical Analysis
William G. De Long, Jr., MD1,
Thomas A. Einhorn, MD2,
Kenneth Koval, MD3,
Michael McKee, MD4,
Wade Smith, MD5,
Roy Sanders, MD6 and
Tracy Watson, MD7
1 Department of Orthopaedic Surgery, Temple University, One Greentree Centre,
Suite 104, Marlton, NJ 08053. E-mail address:
william.delong{at}tuhs.temple.edu
2 Department of Orthopaedics, Boston University Medical Center, 720 Harrison
Avenue, Suite 808, Boston, MA 02118
3 Dartmouth Hitchcock Medical Center, 1 Medical Center Drive, Lebanon, NH
03756
4 St. Michael's Hospital, 55 Queen Street East, Suite 800, Toronto, ON M5C 1R6,
Canada
5 Denver Health Medical Center, 777 Bannock Street, Denver, CO 80204
6 Florida Orthopaedic Institute, 4 Columbia Drive, Suite 710, Tampa, FL
33606-3568
7 Department of Orthopaedic Surgery, St. Louis University Health Science Center,
3635 Vista Avenue, 7th Floor, St. Louis, MO 63110-0250
Investigation performed at Temple University School of Medicine,
Marlton, New Jersey
Disclosure: In support of their research for or preparation of this
work, one or more of the authors received, in any one year, outside funding or
grants in excess of $10,000 from Stryker Biotech. In addition, one or more of
the authors or a member of his or her immediate family received, in any one
year, payments or other benefits or a commitment or agreement to provide such
benefits from commercial entities (DePuy and Osteotech [less than $10,000] and
Stryker Biotech [in excess of $10,000]). Also, a commercial entity (Stryker
Biotech and Osteotech) paid or directed in any one year, or agreed to pay or
direct, benefits in excess of $10,000 to a research fund, foundation,
division, center, clinical practice, or other charitable or nonprofit
organization with which the authors, or a member of their immediate families,
are affiliated or associated.
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Introduction
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Osteoinduction is a
process that supports the mitogenesis of undifferentiated mesenchymal cells,
leading to the formation of osteoprogenitor cells that form new bone.
The human skeleton has
the ability to regenerate itself as part of the repair process.
Recombinant bone
morphogenetic protein has osteoinductive properties, the effectiveness of
which is supported by Level-I evidence from current literature sources.
Osteoconduction is a
property of a matrix that supports the attachment of bone-forming cells for
subsequent bone formation.
Osteogenic
property is a relatively new term that can be defined as the generation
of bone from bone-forming cells.
Orthopaedic trauma surgery requires the regular use of bone grafts to help
provide timely healing of musculoskeletal injuries. The iliac crest autologous
graft remains the gold standard. The morbidity associated with the harvest of
bone graft has caused practitioners to seek methods of enhancing healing with
bone graft substitutes. The term bone graft substitute describes a
spectrum of products that have various effects on bone-healing. Unfortunately,
there is little information in the literature about when and where to use
these devices. In general, we categorize the properties of bone graft
substitutes as osteoinductive, osteoconductive, or osteogenic. Going through
the operating room storage areas in our institutions, we find many of these
products available, with various trade names that can be misleading and
confusing. The purpose of this review is to give the practicing surgeon a
basic fund of knowledge on the topic of bone graft substitutes as well as an
opinion on the levels of evidence in the current literature supporting the use
of the various materials. The answers to the most difficult questions
regarding bone graft substitutes require multicenter prospective randomized
studies. These are extremely difficult to design and execute, with the cost
being the most onerous obstacle. Industrial funding has been one of the ways
to get this type of work completed. The full details of all of the
requirements for making a project of this magnitude successful is beyond the
scope of this project. The authors are all members of the Orthopaedic Trauma
Association Orthobiologics Committee. Because of their expertise, they were
charged by the President of the organization to provide this brief summary for
use by the orthopaedic community. The opinions stated here are based on the
literature, and the recommendations are based on the levels of evidence
supporting claims from this body of information.
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Osteoinductive Bone Substitutes
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One of the unique aspects of the human skeleton is its ability to
regenerate itself as part of a repair process. Skeletal repair involves a
series of events that parallel embryological development. As all skeletal
tissues evolve from mesenchyme, undifferentiated mesenchymal cells make a
genetic commitment to a particular cellular lineage early in the developmental
or repair process. In the case of repair, some stimulus must signal the
undifferentiated mesenchymal cells to differentiate along a chondro-osteogenic
pathway. This phenomenon, known as osteoinduction, is defined as
"a process that supports the mitogenesis of undifferentiated mesenchymal
cells leading to the formation of osteoprogenitor cells with the capacity to
form new
bone."1 Thus,
any material that induces this process could be considered to be
osteoinductive.
The concept of osteoinduction was introduced by Marshall R. Urist at the
time of his discovery of the so-called bone induction principle in the
1960s2. The initial
understanding was that bone matrixdemineralized bone matrix in
particularcontains some property that can induce new bone formation
when implanted into an extraskeletal site. Urist and his colleagues soon
identified a protein that they named bone morphogenetic protein
(BMP); this led to a program of investigation to identify and characterize an
entire family of osteoinductive
molecules3. By the
mid-1990s, it had become clear that this family included at least fifteen BMPs
and was part of the larger transforming growth factor- (TGF- )
superfamily of molecules. Today, orthopaedic surgeons seek guidance on the use
of materials that may possess some of these properties and could be
therapeutically useful in the management of skeletal injuries such as
fractures or nonunions. In particular, the role of osteoinductive factors
synthesized by recombinant gene technology or derived from autologous bone,
allogeneic bone, or demineralized bone matrix requires clarification.
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Use of Levels of Evidence in the Assessment of Scientific Information
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In order to assess the quality of evidence supporting scientific knowledge
regarding a therapeutic intervention, a hierarchical rating system was
established to place a published report into proper context for the reader.
Recently introduced into this journal, this rating system requires authors to
classify their study as therapeutic, prognostic, diagnostic, or
economic/decision analysis and to provide a level-of-evidence
rating4. Studies
with higher levels of evidence are more valuable to surgeons attempting to
resolve clinical dilemmas. For example, a well-conducted, randomized
controlled trial (Level I) provides excellent information to help a clinician
evaluate a treatment, whereas a review article, while helpful, is essentially
based on an expert's personal opinion (Level V). While the answer to a
clinical question must be based on a composite assessment of all evidence of
all types and no one study should be considered definitive, reports with
higher levels of evidence are generally considered more appropriate for
clinical decision-making.
Level-of-evidence ratings for multiple studies addressing a clinical care
recommendation can be summarized with use of a grades-of-recommendation table.
This requires that authors not only rate the quality of the evidence reported
but also provide the quality of a clinical care recommendation based on the
evidence to support it.
Grades of Recommendation
A. Good evidence (Level-I studies with consistent findings) for or against
recommending intervention.
B. Fair evidence (Level-II or III studies with consistent findings) for or
against recommending intervention.
C. Poor-quality evidence (Level-IV or V studies with consistent findings)
for or against recommending intervention.
I. There is insufficient or conflicting evidence not allowing a
recommendation for or against intervention.
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Use of Demineralized Bone Matrix
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To our knowledge, there have been no studies in which the investigators
carefully evaluated the osteoinductive properties of allograft bone per se.
However, there have been studies on demineralized bone matrix as a source of
osteoinductive proteins and, while most of the structural aspects of an
allograft are eliminated by an extensive demineralization process,
demineralized bone matrix is, strictly speaking, allogeneic bone tissue. Since
the true test of osteoinductivity is whether a material that has been
implanted in a nonosseous site forms bone, the inability of allograft bone to
do this in patients argues against its having substantial osteoinductive
activity. Demineralized bone matrix has been shown to produce this effect in
animal studies, but it too has never demonstrated this effect in patients. In
addition, different demineralized bone matrix products have been found to vary
with regard to their osteogenic response in animal models.
Demineralized bone matrix is produced by acid extraction of allograft. It
contains type-1 collagen, non-collagenous proteins, and osteoinductive growth
factors5. As noted
above, the TGF- superfamily includes a number of factors in addition to
the BMPs. The factors that are known to be osteoinductive are the BMPs, GDFs
(growth differentiation factors), and possibly TGF- 1, 2, and 3. Thus,
when demineralized bone matrix is implanted in an animal, all of these factors
potentially work in combination to produce the observed osteogenic response.
However, while studies of animals have documented the osteoinductive effects
of demineralized bone
matrix6,7,
there is a paucity of clinical studies with similar findings. Isolated case
reports and uncontrolled retrospective reviews (Level-IV evidence) have
suggested potential therapeutic effects of demineralized bone matrix in the
treatment of phalangeal
cysts8 and
maxillocraniofacial
deformities9.
Tiedeman et al.10
reported on an uncontrolled case series of forty-eight patients in whom
demineralized bone matrix had been used in conjunction with bone marrow for
the treatment of skeletal injuries. Thirty-nine patients were available for
follow-up, and thirty of them showed healing. The most common diagnosis for
the patients who did not have healing was recalcitrant nonunion. However,
since there was no control group, the role of demineralized bone matrix in the
thirty patients who had healing remains unknown.
There are numerous demineralized bone matrix formulations based on
refinements of the manufacturing process. They are available as freeze-dried
powder, granules, gel, putty, or strips. They have also been developed as
combination products with other materials such as allogeneic bone chips and
calcium sulfate granules. All have been shown to have osteoinductive effects
in animals, but we are not aware of any Level-I studies of the use of
demineralized bone matrix alone in humans. One prospective controlled study
showed equivalent rates of spinal fusion between sides in patients who had
been treated with autograft on one side and a 2:1-ratio composite of Grafton
DBM (gel) and autograft on the other, suggesting a potential use of Grafton
DBM as a bone-graft
extender11. Only
anecdotal information is available regarding similar applications in patients
with long-bone fractures and nonunions.
There is now evidence of differential potencies of demineralized bone
matrix preparations based on the manufacturer and manufacturing
process12. Because
these materials were originally developed as reprocessed human tissues,
clearance for marketing was achieved without the need for randomized
controlled trials comparing their efficacy with that of autologous bone.
However, as currently marketed formulations of these products include carrier
substances such as glycerol, starch, and hyaluronic acid, the United States
Food and Drug Administration (FDA) now plans to regulate demineralized bone
matrix products as Class-II medical devices. Currently marketed demineralized
bone matrix products will most likely be reclassified with use of the 510K
pathway, which requires demonstration of substantial equivalence to a
predicate device but still not does not require demonstration of efficacy
comparable with that of autologous bone graft.
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Use of Bone Morphogenetic Proteins
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To our knowledge, the first reports on the use of BMP to treat clinical
conditions came from the Department of Orthopaedic Surgery at the University
of California at Los Angeles. Urist purified the protein in his laboratory,
and Johnson and colleagues used the protein in clinical
settings13. These
uncontrolled retrospective series (Level-IV evidence) had encouraging results
and stimulated further investigation in this area. Because extraction of
purified human BMP from cadaver bone provided small yields, the ability to
produce it in large quantities was limited. Therefore, companies turned to the
use of recombinant gene technology to develop individual BMPs and to focus on
those that have the greatest potential for bone induction in patients. Because
the use of this technology is viewed by the FDA as being associated with risk,
recombinant BMPs are classified as Class-III devices.
At the present time, two recombinant BMPs, rhBMP-2 and rhBMP-7 (also known
as osteogenic protein-1 [OP-1]) are available for clinical use. Each has been
evaluated in randomized controlled trials involving trauma patients, and those
studies provided data that qualify as Level-I evidence. In a large
prospective, randomized, controlled, partially blinded, multicenter study,
Friedlaender et
al.14 assessed the
efficacy of the OP-1 Device (3.5 mg of rhBMP-7 in a bovine bone-derived type-1
collagen-particle delivery vehicle; Stryker Biotech, Hopkinton, Massachusetts)
in comparison with that of autografting in the treatment of 122 patients with
a total of 124 tibial nonunions. All of the nonunions were at least nine
months old and had shown no progress toward healing for the three months prior
to the patient's enrollment in the study. All patients were treated with
reamed intramedullary nailing of the nonunion and were then randomized to have
either autograft bone or OP-1 implanted at the nonunion site. Despite
randomization, there were more smokers in the OP-1 group. Nine months after
the surgery, 81% of the sixty-three nonunions treated with OP-1 and 85% of the
sixty-one treated with autograft had clinical evidence of union. Radiographic
assessments suggested healing of 75% and 84% of these nonunions, respectively.
As statistical analysis of these results showed equivalent efficacy between
OP-1 and autograft, the authors concluded that OP-1 was a safe and effective
alternative to bone graft in the treatment of tibial nonunions. A limitation
of the study was that the investigators could not control for the potential
healing effects produced by reamed intramedullary nailing of tibial nonunions.
It is noteworthy that half of the nonunions treated in this study were of
fractures that had failed to heal following reamed nailing as primary
treatment. Another positive effect of the use of OP-1 was that there was a
reduction in the rate of infections compared with that in the control
group.
More recently, the BMP-2 Evaluation in Surgery for Tibial Trauma (BESTT)
Study Group reported the results of a large multinational, prospective,
randomized, controlled study of the effects of INFUSE (rhBMP-2 on an
absorbable type-1 collagen sponge; Medtronic Sofamor Danek, Memphis,
Tennessee) in the treatment of open tibial
fractures15. Four
hundred and fifty patients with such an injury were initially managed with
irrigation, débridement, and intramedullary nail fixation. At the time
of definitive wound closure, the patients were randomized to one of three
groups: standard closure, standard closure and the addition of 6 mg of rhBMP-2
to the fracture site, or standard closure and the addition of 12 mg of rhBMP-2
to the fracture site. The primary outcome measure in this study was the rate
of secondary interventions (returns to the operating rooms for additional
treatment). The group treated with the higher dose of rhBMP-2 (1.5 mg/kg) had
fewer secondary interventions. Interestingly, although not used as primary
outcome measures, an accelerated time to union, improved wound-healing, and a
reduced infection rate were also found in the patients treated with the high
dose of rhBMP-2.
In a similar study, McKee et
al.16 investigated
the use of OP-1 in the treatment of open tibial fractures. The fracture was
treated initially with irrigation, débridement, and locked
intramedullary nailing and, at the time of definitive wound closure, the
patient was randomized to be managed with either standard closure or standard
closure and the addition of 3.4 mg of OP-1 to the fracture site. One hundred
and twenty-two patients with a total of 124 tibial fractures were enrolled in
the study. There was a significant decrease in the rate of secondary
interventions for delayed unions and nonunions (the primary outcome measure)
in the OP-1-treated group (p = 0.02). There was a corresponding improvement in
patient function, with 80% of the OP-1 group having no or mild pain with
activity at twelve months postinjury compared with 65% of the control group (p
= 0.04).
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Osteoconductive Bone Graft Substitutes
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Allograft
Approximately one-third of the bone grafts used in North America are
allografts17.
Allograft bone is an attractive alternative to autogenous bone as it avoids
donor site morbidity, is relatively abundant, and can be used off the shelf.
Fresh allograft bone is less frequently used than processed allograft because
of an inadequate time for disease screening. Disease transmission is the major
risk and disadvantage of the use of allograft materials, and the risk is
increased when fresh allografts are used. However, one must keep in mind that,
although there is a risk of bacterial and viral infection transmission, there
have been relatively few reported cases considering the large number of
allograft procedures done each year.
Frozen allografts are stored at temperatures below 60°C, which
decreases enzyme degradation and host immune response. Freeze-drying involves
removal of water from the tissue with subsequent vacuum packing and storage at
room temperature. This destroys all osteogenic cells and leaves only limited
osteoinductive capability. The host immune response is less robust than the
response to fresh or fresh-frozen allograft. Allografts can be processed as a
powder, cancellous or cortical chips, wedges, pegs, dowels, or struts. In
addition, they can be machined into shapes, such as screws, for specific
situations.
Sterility is a major concern with the use of allografts, highlighting the
need for aseptic tissue retrieval and adequate donor screening. However, even
those safeguards do not eliminate the risk of infection. Therefore,
serological testing must be performed. The FDA requires testing for HIV-1
(human immunodeficiency-1), HIV-2, and HCV (hepatitis-C virus) antibody. Many
states also require testing for hepatitis-B core antibody. The AATB (American
Association of Tissue Banks) requires additional testing for HTLV-I (human
T-cell lymphotropic virus-I) and HTLV-II antibodies. Additional testing for
HIV with use of polymerase chain reaction and for hepatitis with use of
nucleic acid amplification as well as testing for cytomegalovirus and syphilis
antibodies is frequently done.
Grafts may be processed or terminally sterilized. Terminal sterilization
involves the treatment of the tissue with a single modality at the completion
of the harvest and processing to provide sterility. This is commonly done with
techniques such as gamma irradiation or ethylene oxide sterilization. Ethylene
oxide sterilization is more cost-efficient, but it may negatively affect the
mechanical strength or biologic activity of the graft. Terminal sterilization
with gamma radiation has been found to have greater effects on the mechanical
properties of allografts, whereas ethylene oxide affects the osteoinductive
properties.
The risk of disease transmission with fresh allografts and the difficulty
with storage and distribution of these grafts have led to the predominant use
of fresh-frozen and freeze-dried allografts. These allografts are primarily
osteoconductive, but they retain a variable number of osteoinductive proteins.
The osteoinductive properties vary according to the type of allograft and the
processing methods used to prepare, sterilize, and store the allograft
material prior to implantation. Incorporation of allograft bone begins with
passive osteoconduction. Bone formation is then further stimulated through
osteoinduction. Incorporation of allograft bone differs according to the type
of graft that is used. Cortical strut grafts are incorporated by creeping
substitution through the process of intramembranous bone formation at the
cortical
junctions18,19.
Cortical graft ends with an exposed medullary canal are incorporated by
enchondral ossification. This process involves weakening of the initial
structural strength of the cortical graft as it is resorbed. Strength is
recovered as new bone formation
occurs20. In
contrast, cancellous allograft chips or powders are incorporated solely by
enchondral bone formation along the osteoconductive framework of the graft,
which strengthens the construct over
time20.
The use of allograft has become widespread. Potential applications in the
trauma setting include reconstruction of skeletal defects, augmentation of
fracture repair, and treatment of nonunion. The primary application of
allografts in trauma surgery consists of use of cancellous or
corticocancellous chips as an osteoconductive filler for metaphyseal defects
such as occur with tibial plateau fractures. Assessment of their efficacy in
this application is extremely difficult. Van Houwelingen and McKee reported on
a case series of six humeral nonunions treated with a combination of
compression plate fixation and cortical onlay
allografts21. All
six nonunions had united at a mean of 3.4 months. Hornicek et al. reported on
a series of nine humeral nonunions treated in a similar fashion; union was
achieved in all patients at an average of 2.9
months22.
Haddad et al. reported on a retrospective case series of forty patients in
whom a femoral fracture around a well-fixed prosthetic femoral stem was
treated with cortical onlay strut allografts, with or without plate fixation
and without revision of the femoral
component23.
Thirty-nine of the forty fractures united. Wang and Weng reported the results
of a retrospective study of nine patients in whom a distal femoral shaft
nonunion had been treated with internal fixation combined with cortical
allograft strut
grafts24. All
fractures united at an average of five months.
Herrera et al. reported the results of a retrospective study of unstable
distal radial fractures treated with cancellous allograft augmentation of both
internal and external
fixation25. None of
seventeen patients evaluated after treatment with this protocol had a poor
result. The authors concluded that cancellous allograft was a useful adjunct
for treatment of unstable distal radial fractures with metaphyseal
comminution.
There is Level-IV evidence supporting the use of cortical and cancellous
allografts in reconstructive trauma
surgery21,24,25.
Additional research is needed to determine the ideal material for encouraging
bone formation with these applications.
Calcium Phosphate Synthetic Substitutes
Calcium phosphate synthetic substitutes
(Table I) are considered to be
medical devices by the FDA. To market a medical device, a Premarket
Notification must be submitted to show that the device is essentially
equivalent to a legally marketed
device26. Calcium
phosphate substitutes are osteoconductive, but they are not osteoinductive
unless growth factors, BMPs, or other osteoinductive substances are added to
create a composite graft. They do not provide a high level of structural
support because they are brittle and have little tensile
strength27. They
increase bone formation by providing an osteoconductive matrix for host
osteogenic cells to create bone under the influence of host osteoinductive
factors27.
Calcium phosphate is available in a variety of forms and products,
including ceramics, powders, and cements. Ceramics are highly crystalline
structures created by heating nonmetallic mineral salts at temperatures
greater than 1000°C, a process known as sintering. These
phosphate materials have variable rates of osteointegration based on their
crystalline size and stoichiometry. They have the advantage of incorporating
at a slower rate than calcium sulfate materials.
One of the commonly available resorbable ceramics is tricalcium phosphate.
These ceramics can be obtained in block, granular, powder, or putty form.
Coralline ceramics are formed by thermochemically treating coral with ammonium
phosphate, leaving tricalcium phosphate with a structure and porosity that are
similar to those of cancellous bone. Pore size and porosity are important
characteristics of bone graft substitutes. No osseous ingrowth occurs with
pore sizes of 15 to 40 µm. Osteoid formation requires minimum pore sizes of
100 µm, with pore sizes of 300 to 500 µm reported to be ideal for
osseous ingrowth28.
Some authors, however, have reported that pore size may be less critical than
the presence of interconnecting pores for osseous ingrowth. Interconnecting
pores prevent the formation of blind alleys, which are associated with low
oxygen tension; low oxygen tension prevents osteoprogenitor cells from
differentiating into
osteoblasts29.
Synthetic hydroxyapatite is a crystalline calcium phosphate osteoconductive
bone substitute that is also manufactured as a ceramic through a sintering
process. Animal studies have suggested that hydroxyapatite may have some
osteoinductive properties in addition to its osteoconductive
capabilities30,31.
However, because of slow in vivo resorption and a high brittleness, which have
caused clinicians to be concerned about slow bone formation, hydroxyapatite is
not commonly used alone as an osteoconductive bone substitute. Tricalcium
phosphate is less brittle and has a faster resorption rate than
hydroxyapatite. Animal studies have demonstrated that 95% of calcium phosphate
is resorbed in twenty-six to eighty-six
weeks32,33.
Tricalcium phosphate and hydroxyapatite have been combined into a biphasic
calcium phosphate composite that has a faster resorption rate than pure
hydroxyapatite.
Calcium phosphate can also be manufactured as a cement, by adding an
aqueous solution to dissolve the calcium, which is followed by a precipitation
reaction in which the calcium phosphate crystals grow and the cement hardens.
The primary advantage of cements over blocks, granules, or powders is the
ability to custom-fill defects and increased compressive strength. However,
cement can be extruded beyond the boundaries of the fracture, potentially
damaging the surrounding tissue. This presents a potential disadvantage of
these phosphate materials, as they will not dissolve if they happen to migrate
into the joint.
The ability of calcium phosphate bone substitutes to act as a bone-void
filler has been documented in animal studies and human case
series34-36.
Cameron evaluated the incorporation time of tricalcium phosphate by placing an
8.5 by 3-mm disk of the material into the cut surface of tibiae in a series of
twenty patients undergoing total knee
replacement37. The
disks of tricalcium phosphate could not be detected radiographically at six
months, and the authors concluded that tricalcium phosphate was a useful
resorbable bone-filler material. In a retrospective case series, forty-three
patients with traumatic bone defects or nonunion of the femur, tibia,
calcaneus, humerus, ulna, or radius had treatment augmented with tricalcium
phosphate38. Ninety
percent of the fractures and 85% of the nonunions had united at the time of
follow-up, at an average of twelve months (minimum duration, six months). The
authors concluded that tricalcium phosphate was a useful substitute for
cancellous bone. In a prospective randomized study of forty closed tibial
plateau fractures with metaphyseal defects conducted by Bucholz et
al.39, patients
were randomized to have the defect filled with either autogenous bone or
porous hydroxyapatite. At an average of 15.4 months postoperatively, no
significant radiographic or clinical differences were appreciated between the
two groups.
The more recent availability of calcium phosphate as a cement has increased
the applications of this osteoconductive material because of its increased
compression strength and improved custom-filling of bone defects.
Investigators have evaluated the use of calcium phosphate cement products for
augmentation of the repair of fractures of the distal radial metaphysis,
tibial plateau, calcaneus, hip, and spine. Several randomized
studies40,
including one multicenter randomized controlled trial involving forty patients
with a distal radial
fracture41, have
shown that patients treated with cement augmentation and immobilization had a
faster regain of grip strength and range of motion than did patients treated
with external fixation. Zimmermann et al. performed a prospective study of
fifty-two postmenopausal, osteoporotic women in whom a distal radial fracture
had been treated with either percutaneous pinning alone or percutaneous
pinning supplemented by injection of calcium phosphate
cement42. The
patients treated with cement augmentation had superior functional outcomes at
two years after the surgery. In a randomized study of 323 distal radial
fractures treated with closed reduction and a cast or with percutaneous
pinning, augmentation with calcium phosphate cement was compared with
treatment without such
augmentation43. At
the time of early follow-up, the patients with cement augmentation were found
to have improved grip strength, range of motion, and social functioning and
decreased swelling. However, by one year, no clinical differences between the
groups were detected.
In a prospective study of twenty-six patients in whom a tibial plateau
fracture had been treated with open reduction and internal fixation with
injection of calcium phosphate cement into the residual bone defect, only two
patients had radiographic evidence of loss of reduction at a mean of 19.7
months44. In
another series, of fourteen patients in whom a lateral tibial plateau fracture
with a metaphyseal defect had been treated with open reduction and internal
fixation and filling of the defect with calcium phosphate cement, only one
patient had had an altered fracture reduction at an average of thirty
months45.
Schildhauer et al. reported on a series of thirty-six joint-depression-type
calcaneal fractures that had been treated with internal fixation augmented by
calcium phosphate
cement46. They
found that patients who had been allowed to bear weight as early as three
weeks after the surgery had no radiographic evidence of loss of reduction, and
there was no significant difference in functional outcome scores between
patients who had been allowed to begin bearing weight before six weeks and
those who began it after six weeks. However, the authors did note an 11%
infection rate. Seventy-five percent of the infections developed in smokers,
and histological evaluation of tissue from those patients demonstrated no
giant cells or eosinophils to suggest a foreign body or allergic reaction.
Although this infection rate is an important outcome to consider, the authors
concluded that cement augmentation of internal fixation of
joint-depression-type calcaneal fractures allowed earlier weight-bearing with
no change in postoperative outcomes.
Early results have demonstrated that augmentation of femoral neck and
intertrochanteric hip fractures with calcium phosphate cement is feasible,
with no substantial increase in
complications47. A
randomized prospective study showed that femoral neck fractures treated with
cannulated screws augmented with calcium phosphate cement had less
postoperative displacement than those treated with cannulated screws
alone48. The
magnitude of this difference in displacement was decreased at six weeks after
the surgery compared with the average difference at one week after the
surgery.
No authors of human studies have been able to clearly demonstrate the
resorption rate of calcium phosphate cement. Animal studies have shown that up
to 80% of the cement is resorbed at ten weeks, with resorption and replacement
with bone continuing for as long as thirty
weeks49,50.
This process occurs by dissolution as well as by osteoclast resorption.
The lack of osteoprogenitor cells and osteoinductive potential of
calcium-based bone substitutes has led to the development of composite grafts
in an attempt to accelerate bone formation. A composite graft is created by
adding an osteoinductive factor to an osteoconductive calcium phosphate matrix
to theoretically increase bone formation. A prospective, randomized,
multicenter trial of 249 long-bone fractures in patients followed for a
minimum of two years was conducted to compare autogenous bone graft with a
composite graft consisting of biphasic calcium phosphate ceramic mixed with
bovine collagen and autogenous bone
marrow51. No
significant differences in union rates, functional outcomes, or complications
were found between the two groups. The authors concluded that a calcium
phosphate composite graft was as effective as an autogenous iliac crest bone
graft for the treatment of long-bone fractures requiring bone graft
augmentation (Level-I evidence).
Table I lists some of the
commercially available osteoconductive products that are commonly used.
 |
Materials with Osteogenic Properties
|
|---|
Humans require three elements for bone-healing: extracellular matrix,
growth factors, and cells. The results of healing are usually quite
remarkable, but when it fails the biology must be reestablished to reflect the
injury condition or embryological development such that healing may once again
begin. There is no formal definition of materials with osteogenic properties.
The term has evolved as the entire field of tissue engineering has expanded
into the musculoskeletal
system52. For the
purpose of this paper, the working definition of osteogenesis is the
generation of bone from bone-forming cells. Thus, the presence of adult
mesenchymal stem cells in an autograft helps to prepare a bone to respond to
injury. Orthopaedic surgeons have employed this approach for decades through
the use of autologous bone and bone marrow grafts. The critical component
necessary to all bone formation is the ability to provide viable
osteoprogenitor cells.
Bone Morphogenesis Cascade
Osteogenesis begins with a stem cell that gives rise to progenitor cells.
These progenitors then advance to preosteoblasts and then to osteoblasts.
These cells have a more limited life span, of about forty days. Eventually the
osteoblast provides matrix for new bone tissue as well as bone-lining cells
and osteocytes. An osteocyte's life expectancy may be as long as twenty years.
Bone marrow is a plentiful source of musculoskeletal stem cells, but the cells
can also be found in periosteum, cartilage, muscle, fat, and vascular
pericytes53.
Connective tissue progenitors describe the population of stem cells and
progenitors that are actively engaging in proliferation and differentiation
into connective tissue. A bone marrow aspirate has a high concentration of
connective tissue progenitors. One milliliter of iliac aspirate contains
approximately 40 million nucleated cells, 1500 of which are connective tissue
progenitors54.
Historic Perspective
The first attempt at tissue engineering took place in 1668 by the Dutch
surgeon Job van
Meek'ren55. This
was the first documented bone-grafting procedure in the literature. In 1980,
Lindholm and
Urist56 were the
first to try adding bone marrow to bone matrix to enhance healing in a study
that quantified new bone formation. Connolly and Shindell reported the
successful clinical use of percutaneous bone marrow injection for treatment of
a nonunion of the tibia in
198657. This was
followed in 1991 with the successful treatment of eighteen of twenty tibial
nonunions with injections combined with either the use of a cast (ten
patients) or a Lottes nail (ten
patients)58. The
two failures were in the cast treatment group.
Bone marrow aspirate often is diluted twenty to forty-fold with blood
elements. The aspiration technique is very specific in order to maximize the
number of effective progenitor cells per unit volume. Muschler et
al.54 studied this
issue and reported that no more than 2 mL of blood should be aspirated from
any given area in the iliac crest to avoid dilution with peripheral blood. On
the basis of these data, a selective retention system was developed that has
the ability to concentrate progenitor cells three to four times and load them
onto an allograft substrate for delivery.
Substantiation by In Vitro and Animal Models
Many reports of enhanced bone-healing through the use of cell-based
strategies are based on in vitro and animal studies. Connolly et
al.59 investigated
the effects of concentrating marrow by centrifugation in a rabbit nonunion
model. The results with centrifugation were superior to those with unprocessed
marrow. In a similar study, performed with use of a canine tibial nonunion
model, distraction gaps held with external fixation were filled with bone
marrow aspirate, demineralized bone matrix, or a composite graft of both
materials60. A
control group was treated with autograft. Use of the combination of
demineralized bone matrix and marrow (the composite graft) yielded results
that were superior to those in the singleagent groups and similar to those in
the autograft group. Bruder et
al.61 evaluated
bone marrow combined with a porous tricalcium phosphate cylinder in a canine
nonunion model stabilized with plates. Use of the composite graft provided
results that were superior to those of treatment with the ceramic cylinders
alone, which resulted in only modest bone formation. Lane et
al.62 investigated
the potential of combining bone marrow cells with rhBMP-2 in a rat femoral
defect model. This combination was superior to either rhBMP-2 or marrow cells
by themselves as well as to treatment with syngeneic bone-grafting. The
authors believed that this represented a synergistic effect of the two
materials and emphasized the importance of growth factors being present.
A sheep tibial defect model was used to evaluate hydroxyapatite combined
with either rhBMP-7 or bone
marrow63. Treatment
with the composite grafts yielded results that were as good as those in an
autograft control group and were superior to those in either a void group or a
group treated with hydroxyapatite alone. Muschler et
al.64 reported on
the use of a selective cell-retention method of enriching allograft (Cellect)
in a canine spine fusion model. The selective cell process allows the
concentration of connective tissue progenitors to be increased three to
fourfold. A union score, quantitative computed tomography, and mechanical
testing were used to measure the results, and all three showed the use of the
selective-retention-enriched bone matrix and bone-marrow clot to be superior
to the use of bone matrix alone or nonenriched bone matrix and bone-marrow
clot.
The results from animal studies provide a compelling sense that application
of bone marrow is effective for the promotion of bone-healing. The combination
of cells with a ceramic substance seems to work very well. When bone marrow is
mixed with matrix and BMP there seems to be a strong synergistic effect, as
one would expect because all three elements necessary for bone-healing are
plentiful. Despite these findings, history has shown that positive results in
animals do not guarantee the same in humans.
Clinical Application of Autologous Bone Marrow
Historically, autograft has been the material of choice used by orthopaedic
surgeons to enhance and supplement bone-healing. Autograft is considered
osteogenic because it contains connective tissue progenitors. The matrix and
growth factors contained therein provide osteoconductive and osteoinductive
properties, respectively. The concentration of connective tissue progenitors
is affected by the volume of cancellous bone harvested. There is also a
morbidity associated with this
procedure65
(reported to range from 25% to 30% when pain and wound drainage are included),
which caused many surgeons to seek alternatives to autograft for bone growth
enhancement.
Using a bone marrow aspirate is another way to apply connective tissue
progenitors to enhance bone growth and repair. This is done intraoperatively
with ease and is associated with a low morbidity rate. To our knowledge,
Connolly et al. were the first surgeons to report on the use of bone marrow
aspirate as a clinical alternative to
autograft57,66.
However, their work represents Level-IV evidence at best.
Garg et al.67
reported good results in their series of twenty patients in whom a nonunion
had been treated with bone marrow injection. This was a single-surgeon
experience with no historic or case-matched controls (Level IV). Similarly,
Healey et al.68
successfully treated nonunions in a group of children with cancer by simply
injecting a bone marrow aspirate. Wientroub et
al.69 also reported
on the use of autologous marrow to improve the effectiveness of allografts in
children. Goel et
al.70 reported that
they employed bone marrow injections, with use of local anesthesia, for
patients who were on waiting lists for open repair of a nonunion. They used
the procedure in an attempt to provide a low-cost alternative treatment, and
they claimed success in fifteen of twenty patients; however, no control group
was evaluated. In summary, to our knowledge, there currently is no Level-I
evidence documenting the effectiveness of bone marrow for the enhancement of
bone-healing.
Recently, Hernigou et al. reported on sixty patients with a noninfected
nonunion who had undergone bone marrow aspiration from both iliac crests
followed by injection into the nonunion
site71. Each
nonunion site received a relatively constant volume of 20 mL of concentrated
bone marrow. The number of progenitor cells that was transplanted was
estimated by counting the fibroblast colony-forming units. The volume of
mineralized bone formation was determined by comparing preoperative
computerized tomography scans with scans made four months following the
injection. The results showed union in fifty-three of the sixty patients, with
positive correlations between the volume of mineralized callus at four months
and the number and concentration of colony-forming units. The seven patients
in whom the fracture did not unite had lower numbers and concentrations of
colony-forming units. This study provided Level-III evidence for the use of
autologous bone marrow, which seems to be the best evidence thus far for the
potential efficacy of this osteogenic material.
Use of Platelet-Rich Plasma and Related Peripheral Blood Concentrates
Following an acute fracture or an operative intervention, platelets are
activated by thrombin and subendothelial collagen with the subsequent release
of their granules into the wound environment. This fracture or wound hematoma
contains a pool of platelet-derived factors released from the platelets, which
can stimulate the formation of blood vessels; the invasion of pluripotential
mesenchymal stem cells, monocytes, and macrophages; and the further
aggregation of platelets. As a result, these molecules do not directly
stimulate bone formation, but they have been referred to as osteopromotive
factors72,73.
They act as signaling agents to these cells and affect critical repair
functions such as cell migration, proliferation, differentiation, and
angiogenesis.
It would seem intuitive that, in orthopaedic surgery, the ability to
deliver a concentrated amount of platelets would contribute to the early
stages of bone repair and thus initiate the entire fracture-healing cascade.
Several strategies for platelet concentration and delivery have been developed
on the basis of this assumption, but we are not aware of any published
prospective comparative studies of these strategies. Current indications are
based only on multiple case reports, longitudinal series, and abstracts
documenting the effectiveness of platelet gels and
concentrates74.
This material appears to function best as a physiologic carrier for other
autogenous, allogeneic, or alloplastic graft materials.
 |
Overview
|
|---|
The use of autologous bone, the so-called gold standard for augmentation of
bone-healing, is actually supported by very little direct clinical evidence.
We are not aware of any studies in the literature in which the effectiveness
of autograft was compared with that of no graft. That is not to say that
autograft is not an efficacious material. Indeed, surgeons have used it for
over a century with great success. As such, it remains the standard against
which all bone substitutes are measured. Clinical evidence for the use of
currently available bone graft substitutes ranges from Level I to Level IV.
The Orthopaedic Trauma Association Orthobiologics Committee provided a summary
of the levels of recommendation regarding various bone graft substitutes,
which can be found in Table II.
The osteoinductive effects of rhBMP-2 and 7 are well documented, and Level-I
evidence supports their clinical use. There is less documentation for many of
the osteoconductive bone substitutes. Some are supported by Level-I evidence,
whereas others made their way into the marketplace simply by showing
equivalent efficacy to a predicate medical device and have not been subjected
to clinical analysis. At least one such osteoconductive material, when used as
a composite with autologous bone, has shown efficacy equivalent to that of
autograft. Data regarding the use of autologous bone marrow are inconsistent.
Recent information suggests that methods to increase the number and
concentration of osteoprogenitor cells may lead to an effective bone marrow
graft material. Information regarding the clinical efficacy of autologous
blood concentrates such as platelet gels is still lacking. Similarly, there
are few studies in the literature in which one type of bone graft substitute
was measured against another substitute for a specific indication. There
remains a great need for controlled, prospective, randomized studies to
provide reliable information regarding the use of these materials.
 |
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