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C H A P T E R 6 8     Guided Lumbar Interbody Fusion
455
stabilizing a ship’s mast, during activities such as lifting, by using compres­sive loading and bilateral activation.
8
Thus, preserving the psoas muscle
function can be related to better spinal stability and protection.
Regarding direction of approach, Bergey reports that a “left-sided approach to the surgery is preferred to a right-sided approach because it is easier to dissect the aorta off the spine than to dissect around the more friable inferior vena cava.” Bergey concludes in his study that the advantage of a lateral transpsoas approach over a standard anterior transperitoneal approach is in the ease of access to the upper lumbar spine (L1-L4), a place where anterior techniques are frequently complicated by the location of the great vessels. As the indications of minimally invasive lateral approaches expand to treatment of coronal plane deformities, other factors play a larger role. The concave side of such curves usually allows convergence to one point and minimizes the number of incisions needed to approach more than one level. However, the disc is being approached from the collapsed side, and it will take more work to access the disc. Once the annulotomy is made from the side of the collapse, theoretically it should allow the maximal release and optimize the correction.
Bergey expressed concern about a 30% incidence of transient groin/ thigh pain, these symptoms being consistent with the cutaneous innerva­tion of the genitofemoral nerve. As a result, Bergey recommends staying in the anterior one third of the psoas muscle to avoid nerve root injury. Visualization and protection of the genitofemoral nerve should avoid permanent paresthesias in the anterior thigh.
2
The genitofemoral nerve mainly branches from the L1 and L2 nerve root, travels through the psoas major muscle anteriorly, and descends along with the abdominal surface of the psoas major. Moro et al. report that the level where the genitofemoral nerve passes through the psoas major muscle ranges from the cranial third of the L3 vertebral body to the caudal third of the L4 vertebral body. It then descends on the surface of the psoas muscle, normally under the cover of the peritoneum, and divides into the genital and femoral branches. The genital branch passes outward on the psoas major and pierces the fascia transversalis or passes through the internal abdominal ring. It then descends along the back part of the spermatic cord to the scrotum, and supplies, in the male, the cremaster muscle. In the female, it accompanies and ends in the round ligament. The femoral branch of the genitofemoral nerve descends on the external iliac artery, sending a few branches to it and, after passing beneath the Poupart ligament to the thigh, supplies the skin of the anterior aspect of the thigh about midway between the pelvis and knee.
2
Moro states that the risk of injuring the genitofemoral nerve increases when splitting the psoas major muscle at lower levels. However, there are reports of having succeeded in remitting the symptoms without a serious problem.
9
Moro’s anatomic study of the lumbar plexus with respect to retroperito­neal endoscopic surgery clarifies the safety zone of the psoas major muscle during retroperitoneal endoscopic surgery using cadavers. Lumbar spines were removed from embalmed cadavers, and from L1-L5, each specimen was cut in parallel with the lumbar disc space and the lumbar vertebra at the cranial third and caudal third of each lumbar vertebral body. The distribu­tion and relationship of the lumbar plexus and nerve roots was analyzed using computer images. Moro reports, from the results of the study, that the safety zone may be at L2-L3 and above, due to the presence of the genito­femoral nerve between the cranial third of the L3 vertebral body and L4-L5. If the possibility of damaging the genitofemoral nerve is not considered, the safety zone should be at L4-L5 and above. Moro recommends starting from the abdominal edge of the vertebra when spreading the psoas major muscle at L2-L3 and below, because nerves are not located in the abdominal surface of the vertebra. Because the lumbar plexus and nerve roots were wholly con­tained within the psoas major muscle, one can safely split between the psoas major muscle and vertebral body to protect the nerves (retract posteriorly). Moro continues, stating that the method for retracting the psoas muscle anteriorly and reaching to the lateral surface of the vertebral body may be useful; however, according to the present study, it is the danger zone where the lumbar plexus and nerve roots are located in the center of the vertebral body and dorsally. Additionally, at the L5-S1 level, there are the L4 nerve root, L5 nerve root, femoral nerve, and obturator nerve between the psoas major muscle and the lumbar quadratus muscle. Therefore, those nerve tis­sues must be checked and protected with the endoscope or the alternative transperitoneal approach should be considered.
9
ADVANTAGES/DISADVANTAGES OF GLIF
Advantages
1. Access allows addition of posterior fixation and posterior releases with­out rotating patient, to reduce procedural time, anesthesia, and blood loss, which can also help in driving down costs
2. Delivers an implant directly across anterior column, engaging the apophyseal ring without requiring drastic repositioning
3. Allows for a larger implant to be delivered with a larger amount of bone graft
4. Protects / avoids mobilization of the great vessels
5. Retroperitoneal approach decreases incidence of injuring the peritoneum
6. Preserves the spine’s natural stabilization elements:
Anterior longitudinal ligament Posterior longitudinal ligament Posterior elements (facets / lamina)
7. Allows direct visualization, via hinged portal, allowing the surgeon to easily confirm anatomy and ensure soft tissue and nerves are protected
8. Provides alternative approach for revision procedures
Disadvantages
1. Initial trajectory is defined using blind dilator techniques, although neurostimulation can be used
2. A learning curve is associated with new procedures
Intraoperative neurologic surveillance may also provide added benefit in
avoiding the exiting nerve roots, especially at L4-L5, where the L3 nerve root
9
can cross the disc space and may be at risk if the approach is in the anterior one half of the psoas muscle.
2
Peloza validates the use of an electrically elicited electromyography (EMG) monitoring system for nerve avoidance during a posterolateral approach to the spine. Electrically elicited EMG monitoring works by initiating an electrical impulse that causes nearby nerves to depolar­ize, which generates a muscle contraction in the corresponding myotome(s). These impulses can be detected using peripheral EMG electrodes. Peloza uses adhesive EMG surface electrodes applied to the patient’s legs, providing EMG monitoring of the myotomes associated with the spinal levels of inter­est: vastus medialis for L2-L4, tibialis anterior for L4-L5; biceps femoris for L5-S2; medial gastrocnemius for S1-S2. Peloza concludes that such a system could assist the spine surgeon in safely accessing the intervertebral disc space for minimally invasive lumbar interbody procedures.
10

CONCLUSION/DISCUSSION

Published literature indicates that the lateral transpsoas retroperitoneal approach to the spine can be a safe, minimally invasive method for access­ing the anterior lumbar spine. Early results show low rates of morbidity, few serious complications, successful rates of fusion, minimal narcotic require­ments, and no difference in surgical outcomes comparing obese to nonobese cases. Results from studies of XLIF, which is most analogous to the GLIF technique, state that the surgical corridor for obese patients and nonobese patients is essentially the same, thus making this technique easier on obese patients in whom anterior or posterior approaches would be more difficult. The data suggest that a lateral access to the lumbar spine is most preferable at the lower levels between L2 and L5; above L2 presents challenges associated with the ureter and renal artery and below L5 can be more easily approached with a transperitoneal approach because those levels do not require mobiliza­tion of the great vessels, as they are below the vessel bifurcation.
The most significant complications associated with transpsoas approaches are groin/thigh pain related to disruption of the genitofemoral nerve or peritoneal perforation while establishing exposure to the spinal col­umn and damaging the exiting nerve roots / lumbar plexus. However, symp­toms related to interference of the genitofemoral nerve seem to be transient and are reported to remit in 6 weeks. As with any surgical procedure there should be a “bailout” plan; in this case it would be to convert to mini-open in the case of encountering scar tissue from previous surgeries or any other unforeseen complication. These less conventional lateral approaches to the spine have a steep learning curve and hands-on training in a laboratory is recommended.
456
P A R T V I I I The Future of the Aging Spine
Published articles indicate a left-sided approach to the surgery is pre­ferred because it is easier to dissect the aorta off the spine than to dissect around the more fragile vena cava. The literature reinforcs the necessity of correct patient positioning and accurately finding the location of the inci­sion. Diligently positioning the patient and locating the incision will aid in a smoother operation and procedure, as reorienting surgical portals can often be cumbersome. The access instrumentation and technique should be con­structed to promote ideal “muscle-splitting” techniques compared to muscle­sacrificing techniques. Handling of the psoas muscle should be done with care, as the area in and around the muscle indicates the most significant area for injury. The literature shows that it is optimal for the anterior one third of the psoas muscle to be carefully dissected and, optionally, aided by the use of intraoperative neurologic surveillance. Postoperative prescription of bracing for up to 3 months may also be considered.

References

1. M.P. Steinmetz, D.K. Resnick, Use of a ventral cervical retractor system for minimal access
transforaminal lumbar interbody fusion: technical case report, Operative Neurosurgery 60
(2) (2007) E175–E176.
2. D.L. Bergey, A.T. Villavicencio, T. Goldstein, J.J. Regan, Endoscopic lateral transpsoas
approach to the lumbar spine, Spine 29 (15) (2004) 1681–1688.
3. A. Olinger, U. Hildebrandt, W. Mutschler, M.D. Menger, First clinical experience with an endoscopic retroperitoneal approach for anterior fusion of lumbar spine fractures from levels T12 to L5, Surg. Endosc. 13 (1999) 1215–1219.
4. D. Bergey, J. Regan, Lateral endoscopic transpsoas spinal fusion: review of technique and clinical outcomes in a consecutive series, Spine J. 3 (5) (2003) S166.
5. L. Pimenta, R. Diaz, F. Phillips, F. Bellera, F. Vigna, M. Da Silva, XLIF: 90 degrees, mini­mally invasive surgical technique to treatment lumbar degenerative scoliosis in adults: clinical and radiological results in a 15 months follow-up study, Minimally Invasive and Reconstruc­tive Spine Department at Santa Rita Hospital World Spine III Interdisciplinay Congress in Spine Care Meeting, Rio Janeiro, Brazil, 2005.
6. N.M. Wright, XLIF: the first 10 patients at Washington University, Washington University School of Medicine. St. Louis, Missouri World Spine III, Rio de Jinero, Brazil, (Sep 2005).
7. M.H. Mayer, A new microsurgical technique for minmally invasive anterior lumbar inter­body fusion, Spine 22 (6) (1997) 691–699.
8. P.L. Santaguida, S.M. McGill, The psoas major muscle: a three dimensional geometric study, J. Biomech 28 (3) (1995) 339–345.
9. T. Moro, S.I. Kikuchi, S.I. Konno, H. Yaginuma, An anatomic study of the lumbar plexus with respect to retroperitoneal endoscopic surgery, Spine 28 (5) (2003) 423–428.
10. J. Peloza, Validation of neurophysiological monitoring of posterolateral approach to the spine via discogram procedure, 9th International Meeting on Advanced Spine Techniques, Center for Spine Care, Dallas, Texas, 2002.
Laser and Ozone Spinal Decompression
James J. Yue and David A. Essig
69
k e y p o i n t s
Define the postulated etiologies of mechanical and radicular pain.Define the theory of laser disc decompression.Define the role for laser disc decompression.Define the postulated mechanism of action of ozone-oxygen chemodiscolysis.Define the role of ozone-oxygen chemodiscolysis.

INTRODUCTION

Low back pain is one of the most frequent chief complaints in medical practices. Approximately 80% of the populations of Western countries will suffer from at least one episode of low back pain in their life. Pain is often characterized as either radicular or postural. While radicular pain is often due to an offending disc herniation, the etiology of low back pain is poorly understood. Proposed pathogenesis includes both mechanical and inflam­matory mechanisms, including deformation of the annulus, stimulation of the nociceptive components of the spinal root, ischemia, venous stasis, prostaglandins, and cell-mediated immune response. cedures have been utilized to address the treatment of low back pain. These include both motion-sparing and fusion interventions. While these proce­dures have excellent short-term effects, they have been linked to longer-term complications including recurrent disc herniation, postoperative scarring, and adjacent motion segment disease. As a result, less invasive procedures have been developed. Two such procedures, laser spinal decompression and ozone chemodiscolysis, have shown significant promise.
1
Various surgical pro-
LASER DECOMPRESSION
Peter Choy and David Asher were the first to use laser energy to evaporate disc material in 1986. Their initial results were poor, but subsequent stud­ies have had good to excellent outcomes in upto 80% of patients. various different lasers have been described, most of them use approxi­mately 1200 joules per disc in a pulsatile manner. The principles of treat­ment are based on the hypothesis that the intervertebral disc functions as a closed hydraulic system. Thus, an increase in water content within the disc increases the pressure, as a result of the inelastic annulus fibrosus. The energy from the laser seeks to evaporate intradiscal material to decrease intradiscal pressure. Furthermore, the energy is hypothesized to denature and renature proteins, causing irreversible changes to the structure of the disc and its ability to rehydrate.
As a result of the laser’s energy, the biomechanical properties of the disc are also affected. Experiments have shown that there is a negative correlation between laser energy and disc stiffness. While there is a decrease in intradis­cal pressure, there is an overall increase in disc circumference and height as a result of the decrease in disc stiffness. The duration of these biomechanical changes has also been shown to be a function of laser energy. High-energy lasers have been shown to maintain disc height reductions on radiographs and MRI at 12 weeks of follow-up in animal studies.
3
3
2
While
There is significant debate as to the type of laser most suitable for per­cutaneous laser decompression. Optical analysis of the properties of degen­erative discs and the lasers used in clinical practice has revealed that the wavelength of the Ho:YAG laser provides the highest absorption rate (83% at 2060 nm wavelength). CO effective at ablating disc material in vitro. is chosen, a temperature of 100° C must be attained within the nucleus pulposus for the treatment to be affective. It is important that this heat be confined to the nucleus so as to avoid the potential for destruction of the ver­tebral endplates, possibly causing a sterile spondylodiscitis, which has been reported in animal models. Clinical complications that have been reported include discitis, vertebral osteomyelitis, worsening of low back pain, and fail­ure of the percutaneous probe requiring surgical decompression. Overall, the complication rate is believed to be around 0.5%.
While there is significant debate with regard to the optimum amount of energy that should be delivered to ablate the nucleus pulposus to reduce intradiscal pressure, indications for the procedure are confined to contained disc herniations. Patients with extruded disc herniations, sequestered her­niations, narrowed intervertebral spaces, vertebral abnormalities, or those patients experiencing severe neurologic symptoms should be excluded from receiving treatment. als regarding percutaneous laser disc decompression, observational studies have shown positive evidence in support of the technique. These studies have shown an average relief of 72% at 1 year, with sample sizes of at least 50 patients. A systematic review of the literature revealed Level II-2 evidence for short- and long-term relief with a Grade 1C strong recommendation.
4
Although there is a lack of randomized controlled tri-
lasers have also been found to be the most
2
3
No matter what type of laser
2
4
OZONE CHEMODISCOLYSIS
The concept of chemodiscolysis or chemonucleolysis first gained popular­ity with chymopapain approximately 40 years ago. However, it fell out of favor as a result of reports of serious neurologic complications in addition to reports of anaphylaxis. Recently, there has been resurgence in the popularity of chemodiscolysis using an oxygen-ozone mixture delivered percutaneously. This technique is based on the principle that pain is generated by mechani­cal pressure as well as by radicular and periganglionic inflammation. niated discs are believed to cause pain through an autoimmune reaction as well as through the triggering of cytokine release. An oxygen-ozone mixture is believed to achieve its effect not only through chemodiscolysis, but also through an antiinflammatory effect similar to a corticosteroid. Postulated mechanisms of action of O tissue hypoxia, inhibition of proteases, release of immunosuppressive cyto­kines, and disc dehydration through rupture of water molecules.
The approach is similar to other percutaneous disc techniques. Using CT guidance, a needle is inserted via a paravertebral approach into the center of the disc. A mixture of oxygen and ozone gas is injected into the disc and the foraminal spaces. In a recent study of 2900 patients who were treated with this method, good results with regard to the VAS score were achieved in 85% of patients, with no neurologic or infectious complications reported. Furthermore, a recent randomized study contrasting intraforaminal steroid and local anesthetic injections with oxygen-ozone injection demonstrated that oxygen-ozone was more effective at 6 months than steroid injections.
gas include improved oxygenation to reduce
2-O3
1
Her-
6
457
5
458
P A R T V I I I     The Future of the Aging Spine
CONCLUSION
Although percutaneous laser disc decompression and oxygen-ozone chemo-
discolysis are exciting new technologies, there is a lack of prospective data concerning their effectiveness compared to other interventional procedures. To date, studies have been unable to show an advantage over standard lum­bar discectomy. ing sequestered or extruded disc herniations as well as severe neurologic dysfunction, the specific patient that could best benefit is not well defined. It is unclear whether these treatments offer a temporizing solution or a cure for discogenic and radicular pain. Also, will these minimally invasive techniques bias future operative procedures? Further studies will hopefully delineate the appropriate clinical scenarios for these techniques as well as their long-term results.
7
Furthermore, while specific exclusion criteria exist, includ-
References
1. C. Andreula, M. Muto, M. Leonardi, Interventional spinal procedures, Eur. J. Radiol. 50 (2) (2004) 112–119.
2. V. Singh, R. Derby, Percutaneous lumbar disc decompression, Pain Physician 9 (2) (2006)
139–146.
3. B. Schenk, P.A. Brouwer, M.A. van Buchem, Experimental basis of percutaneous laser disc decompression (PLDD): a review of literature, Lasers Med. Sci. 21 (4) (2006) 245–249.
4. V. Singh, et al., Percutaneous lumbar laser disc decompression: a systematic review of current
evidence, Pain Physician 12 (3) (2009) 573–588.
5. M. Muto, et al., Low back pain and sciatica: treatment with intradiscal-intraforaminal O(2)-O (3) injection: our experience, Radiol. Med. 113 (5) (2008) 695–706.
6. M. Gallucci, et al., Sciatica: treatment with intradiscal and intraforaminal injections of steroid and oxygen-ozone versus steroid only, Radiology 242 (3) (2007) 907–913.
7. J.N. Gibson, G. Waddell, Surgical interventions for lumbar disc prolapse: updated Cochrane Review, Spine 32 (16) (2007) 1735–1747.
The Biochemistry of Spinal Implants:
Short- and Long-Term Considerations
Shawn Hermenau, Anne Prewett, and Ravi Ramachandran
70
k e y p o i n t s
Biocompatibility of a material is directly related to the host’s response to
an implanted object. It is multifactorial in nature and may include implant material, size, shape, location of implant, and duration of implantation.
Release of biomaterial from an implant may have local and systemic effects.
Local or systemic toxicity, mutagenesis, carcinogenesis, and hypersensitivity reactions are all examples of biologic response to implanted materials.
Major metals used today all have relatively safe biologic profiles and are
relatively inert, but biologic responses have been documented and are well described.
Polymers and hydrogels are new and emerging fields of implants with
minimal biologic effects.
Bone grafting material can be classified into several groups based on desired
effects. ese materials are typically inert and can be used safely.

HISTORICAL BACKGROUND

In 1892, Sir William Aruthnot Lane began to fix tibia fractures with ordi­nary steel (Figure 70-1). He was successful in treating a large number of patients, but noted that the steel plates he used became corroded after time. Fortunately, and unbeknown to him, the rust that formed acted as a pseudo­insulator (oxide layer), and prevented further degradation and, likely, failure of the plate. If he had used a dissimilar metal, this layer would not have formed and a severe electrolyte reaction would have ensued, leading to the destruction of the metal and inflammation of the tissues. Though metals had previously been implanted in patients, it was with this advancement that the use of metal implants for fracture stabilization became a practical procedure.
the use of biomaterials has enabled us to heal patients as well as to learn more about material properties and the body’s response to these materials. This learning process has produced the arsenal of safe materials used today. The “safety” of a material is in part determined by its biocompatibility.
dependent upon the response of the host tissue to perturbation brought about by the foreign material. Biocompatibility is very dependent on the site of implantation, the function and size of the implant, and the duration of implantation. An unintentional consequence of implanting objects into a host is the solubility of implanted material and its dissemination into bodily tissue. This dissemination may be local or throughout the body at distant sites, with little or no effect or with potentially life-threatening effects.
and biologic or tissue responses that may occur. The section is broken down into metals, polymers, hydrogels and biologics.
1
The use of implantable material is not new in orthopedics. For centuries,
Biocompatibility, or the clinical success of a biomaterial, is directly
This chapter will review the major implantable materials in orthopedics
Tissue Response to Biomaterials
The biocompatibility of a material is directly related to the tissue response generated by the material. These are time-dependent processes and can be viewed in two different but interconnected ways: first, the bulk properties of a material, and, second, the physiochemical surface properties of the mate­rial, both of which contribute to the initial incorporation and long-term survival of biologic prostheses (Table 70-1).
The bulk properties of a material can mimic those that they are intended to replace or augment. Material designs are targeted for the optimization of function with specific prostheses — wear, strength, and modulus of elastic­ity. Typically, the bulk materials may have low and unintended systemic dis­tribution in the body over time and may be responsible for potential negative effects such as hypersensitivity or carcinogenicity.
The surface physiochemical or biochemical properties of a material directly relate to incorporation of implants and are more crucial to the short­term success or biocompatibility of a material or implant. The effects of material surface biochemistry are seen in protein adsorption and mediation of cell attachment in the implant assimilation.
Tissue response to implanted biomaterials typically follows a predictable pattern. First, tissue injury and blood-material interaction occurs in the wound bed. During this phase, a hydration shell is formed around the implant. This stage is crucial to determining which proteins and molecules and, hence, cells will adhere to the prosthesis during later stages of incorpo­ration. Hours after implantation, the material becomes covered with pro­teins from the extracellular matrix, marking the second stage of implantation. The third stage may occur from minutes to days after implantation and is marked by the arrival of cells that adhere to the material surface. Cell adher­ence through integrins is mediated by earlier protein precursors and adsorp­tion. Intercellular protein adsorption occurs, and further cell-mediated changes are seen on the material surface. Enrichment of surface proteins (Vroman effect) may mediate cell adherence and subsequent incorporation of the device into a specific biologic tissue. This final stage may take days (biodegradable suture), months (bioabsorbable implants), or years (total disc replacement), depending upon the implanted material and clinical goals. Adverse responses can occur throughout the assimilation process. Blood clots, fibrous capsule formation, or foreign body giant cell formation may result as a consequence of exaggerated or prolonged stimulation of the immune system.
METALS
Current implantable metal alloys with wide use in orthopedics are 316L stainless steel, cobalt-chromium alloys, titanium alloys, and tantalum (Table
70-2). In general, metals are used routinely for weight-bearing or load-bear-
ing implants such as plates, nails, stems, and screws. Though biocompatibil­ity is good with metals, there are issues of concern. Corrosion, metallic toxicity, hypersensitivity, genotoxicity, and carcinogenesis all have been described in the literature with the use of metallic implants.
459
460
F IG UR E 7 0- 1  Tibial plating with an example of metallic implant.
P A R T V I I I     The Future of The Aging Spine
TA BL E 70 1 Commo n Tis sue-Impla nt Interaction s
Implant-Tissue Reaction Consequence
Toxic Tissue necrosis
Biologically inert—smooth surface Implant is encapsulated without
Biologically inert—porous surface Tissue grows into pores and forms
Bioactive Tissue forms interfacial bond with
Dissolution of implant Implant resorption and replace-
bonding
mechanical bonds
implant (bioactive fixation)
ment with soft tissue or bone

Metal Types

Titanium
Although titanium has excellent heat and corrosion resistance capabilities, it
is difficult to form and machine into desired shapes. Also, its extreme chem­ical reactivity with air, combined with other factors, has caused the cost of titanium components to be very high. It is used in aerospace applications where weight and temperature resistance are very important, and in military applications, where it provides extreme corrosion resistance and durability. Titanium is also used in biomedical applications such as prosthetics and implants, due to its biologic inertness.
Pure titanium and titanium alloys are used in the making of ortho­pedic implants such as total disc replacements, stems, nails, and plates. There are several titanium alloys that have been developed. The most commonly used alloy is Ti-6Al-4V. Ti-6Al-4V is composed of tita­nium, aluminum (6%), and vanadium (4%). These alloys have high cor­rosion resistance compared to stainless steel and Co-Cr. A passive oxide coat (TiO
) forms on titanium and its alloys, which protects the metal
2
further from corrosion and enhances the metal’s biocompatibility pro­file.
These materials are classified as biologically inert biomaterials or bioin­ert. As such, they remain essentially unchanged when implanted into patients. The human body is able to recognize these materials as foreign, and tries to isolate them by encasing them in fibrous tissues. However, they do not elicit any adverse reactions and are generally well tolerated. Furthermore, they do not induce allergic reactions such as those observed with stainless steel and cobalt-chrome implants, which have some nickel in their composi­tion and may elicit a nickel hypersensitivity reaction in surrounding tissues.
Titanium and its alloys possess suitable mechanical properties to be used in orthopedics, such as strength, bending strength, and fatigue resistance. Other specific properties that make it a desirable biomaterial are density and elastic modulus. In terms of density, it has a significantly lower density than other metallic biomaterials, implying that these implants will be lighter than similar items fabricated out of stainless steel or cobalt-chrome alloys. Hav­ing a lower elastic modulus compared to the other metals is desirable, as the metal tends to behave more like bone itself, which is desirable from a biome­chanical perspective. This implies that the bone hosting the biomaterial is less likely to atrophy and resorb.
As a clinical benefit, the scatter associated with titanium is far less than with other metals and makes future imaging studies better. These are not ferromagnetic metals and are safe to use in MRI magnets.
Cobalt-Chrome
The main components of cobalt-chrome alloys are cobalt, chromium,
molybdenum, and some nickel. Cobalt alloys are combined with chromium and molybdenum to increase the metal’s corrosion resistance. Cobalt­chrome alloy was the first alloy that was introduced in dentistry in the 1930s, and since then, has proved its clinical effectiveness as a biomaterial.
The components of Co-Cr are elemental, as noted above, and therefore must be classified as more biologically favorable in principle, as elements that have no function in the human body. For essential elements, the body has diverse ways of decomposition and utilization. There appears to be cer­tain threshold values, below which no interaction takes place.
Ores of cobalt are accompanied by nickel. Complete separation of the elements is never possible. The relevant standards stipulate a maximum nickel content of 0.1%. Concentrations of greater than 0.1% have to be declared. Alloys with less than 0.1% of nickel can be designated as nickel­free. In standard cobalt-chrome implants, the release of nickel will amount to approximately 0.00003 mg/cm
2
(0.03 μg/cm2) in the first week and con­stantly decline thereafter. If one compares this to the daily uptake in food, i.e., approximately 0.19 to 0.90 mg, (190 to 900 μg), toxicological or allergic stress appears very improbable.
Stainless Steel (316L)
The composition of stainless steel has varying percentages of iron, chro-
mium, nickel, molybdenum, and carbon. The most common stainless steel alloy in orthopedic implants is SS 316L. The designation 316L by the ATSG is broken down as follows: the 300 series represents the austenitic family (crystalline structure) of steel, and the L means that the carbon con­tent of the stainless steel is below 0.03%; this will reduce the sensitization effect, precipitation of chromium carbides at grain boundaries, due to the high temperatures produced by welding. The effect of these precipitates can weaken the material by increased corrosion at the grain boundaries. Stain­less steel is chemically treated with nitric oxide to form a passive oxide layer, to further increase its corrosion resistance.
Stainless steel is a strong material, with better ductile properties than all the other implantable materials. It has fallen out of favor in the United States, but worldwide is still the most commonly used metal implant. The decrease in U.S. utilization is due to the superior strength, corrosion resis­tance, and mechanical properties of titanium and cobalt-chrome. Addition­ally, the biocompatibility profile of stainless steel is less favorable than the other metals, with more reports of hypersensitivity reactions because of its higher nickel content.
Tantalum
Tantalum is a gray, heavy, and very hard metal. When pure, it is ductile and
can be drawn into fine wire, which is used as a filament for evaporating metals such as aluminum. Tantalum is almost completely immune to chemical attack at temperatures below 150
°
C, and is attacked only by hydrofluoric
TA BL E 70 2 Relat ive Meta llic Proper ties
The hydroxide
C H A P T E R 7 0     e Biochemistry of Spinal Implants
461
Characteristic
Stiffness Medium High Low Low
Strength Medium Medium High High
Corrosion resistance Low Medium High High
Biocompatibility Low Medium High High
316L Stainless Steel Cobalt Chrome Titanium Tantalum
Electrochemical cell action
driven by the energy of oxidation continues the
corrosion process
Fe
2+
e
-
OH
O
2
-
e
-
Iron hydroxide forms
and precipitates
Cathode action
reduces oxygen
from air, forming
hydroxide ions
Electron flow
Iron
quickly iodizes
to form rust
Water droplet
2+
Fe
-
OH
O
2
-
e
-
e
Anode action causes
pitting of the iron
F IG UR E 7 0- 2  Example of pitting corrosion.
acid, acidic solutions containing the fluoride ion, and free sulfur trioxide. At high temperatures, tantalum becomes much more reactive. Tantalum is used to make a variety of alloys with desirable properties such as high melting point, high strength, and good ductility. Tantalum readily forms oxides and is most stable as +5 tantalum pentoxide. Elemental tantalum unites strength and corrosion resistance with excellent biocompatibility. Tantalum is the metal used in the construction of Trabecular Metal (Zimmer). The cellular structure of Trabecular Metal resembles bone and approximates its physical and mechanical properties more closely than any other prosthetic material. Its unique, highly porous, trabecular configuration is conducive to bone forma­tion, enabling rapid and extensive tissue infiltration and strong attachment.
Corrosion
Most fluids in the human body are of similar chloride content and pH to sea water (20 g/L and 7.4); therefore many metals used in orthopedic implants have been those most resistant to corrosion in sea water. Corrosion is, sim­ply, the dissolution of metallic ions in aqueous solution. Electrochemical cells are produced in the body when these metallic implants are used and equilibria of metallic ions in solution are achieved within body fluids over time (Figure 70-2).
Generally three types of corrosion exist with the use of metallic implants and include (1) galvanic, (2) crevice or pitting, and (3) fretting corrosion. Galvanic corrosion is corrosion due to the use of dissimilar metals in con­tact with one another or electrochemical dissolution. Pitting corrosion is a form of localized corrosion that leads to the creation of small holes or defects in the metal (Figure 70-3). The driving power for pitting corrosion is the lack of oxygen around a small area. This area becomes anodic while the area with excess of oxygen becomes cathodic, leading to very localized galvanic corrosion. The corrosion penetrates the mass of the metal, with limited diffusion of ions, further increasing the localized lack of oxygen. The mechanism of pitting corrosion is probably the same as crevice corro­sion. Finally, fretting corrosion, as defined by the ASM Handbook on Fatigue and Fracture, is: “A special wear process that occurs at the contact area between two materials under load and subject to minute relative
motion by vibration or some other force.” The relative small motion causes mechanical wear and material transfer at the surface of the metals, followed by oxidation of that debris and the freshly exposed surface. This debris then acts as an additional abrasive product that is often harder than the original metal and perpetuates the process.
Distribution of Metal in Body Fluids
A prosthetic device constitutes a pool of trace elements or alloy in the body, which, when mobilized by corrosion, dissolution, and wear, are dis­tributed in local tissue or potentially at sites distant to the original site of implantation. Metallic particles can be found in local tissues such as articu­lar joint capsules, muscle, and regional lymph nodes, or at distant tissues such as abdominal paraaortic lymph nodes, liver, spleen, and pancreas. Studies have looked at distribution of metal ions in body fluids following prosthetic joint implantation. Only slight increased levels of Co and Cr in serum and urine have been noted in patients 2.5 years after implantation of the prosthesis.
1
Another paper reported increased deposition of metal­lic particles in the liver, spleen, and abdominal paraaortic lymph nodes, in a postmortem study. Larger metallic burdens were seen in patients with failed total joint replacements. In most of the patients evaluated in the post­mortem study, the concentration of metallic particles in the liver and spleen was low, and no toxic effects were apparent on histological exam of the sur­rounding tissue.
2
Animal studies have shown that nickel, cobalt, or molybdenum intro­duced into tissue is quickly transported and eliminated in the urine within a relatively short time. Chromium is not eliminated as quickly and can accumu­late in tissues and red blood cells. The hexavalent Cr often will be reduced to trivalent Cr and become cell-associated, therefore accumulating in the body.
Mutagenesis
Metallic particles disseminated throughout the body are feared to have potentially deleterious effects. Some early studies were published raising the question of biomaterials being responsible for mutagenesis at distant
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P A R T V I I I     The Future of The Aging Spine
Liquid film on
surface receives
ions from metal
2+
Fe
Oxide layer
protects surface
but allows
electrons to
flow to oxygen
Oxygen-deficient
anodic region
near bottom of
corrosion pit
Metal
F IG UR E 7 0- 3   Example of electrochemical cell around metallic implant.
-
e
O
2
sites in the body. Mutagenesis, or genotoxicity, is the disruption of DNA resulting in the production of aberrant proteins that lead to cellular or tissue dysfunction. Genotoxicity or mutagenesis can serve as an indicator for the potential carcinogenicity of a material. A paper in 2003 looked at potential mutagenesis of cobalt-chrome and titanium implants. The con­clusion was that neither material showed evidence of mutagenesis in bac­terial assay and mammalian cell assays. Although, by itself, this is not enough evidence to be able to state that these implants are not mutagenic or genotoxic, in combination with the reports of cancer (next section) in patients with Co-Cr or titanium implants, it appears to be supported clinically.
Carcinogenicity
Although local and systemic deposits of metallic ions have been demon-
strated in patients with implanted metal, the associative relationship of these toxic effects has yet to be established. Concentration-related connec­tions between orthopedic implants and malignant degeneration have been questioned and potential case reports have been published. The Interna­tional Agency for Research on Cancer concluded that implanted foreign bodies of metallic titanium, cobalt-chromium, and stainless steel appear not to be directly carcinogenic in humans.
There is sufficient evidence in experimental animals for the carcinoge­nicity of implants of cobalt, nickel, and nickel alloy powder containing approximately 66% to 67% nickel, 13% to 16% chromium and 7% iron. This noted, there is inadequate evidence in experimental animals to establish the carcinogenicity of orthopedic-type implant materials of chromium metal, stainless steel, titanium metal, or titanium-based alloys.
There is inadequate evidence in humans for the carcinogenicity of metallic implants and metallic foreign bodies, although numerous case reports and small power studies have been published and controversy has been generated. Out of the large number of patients with orthopedic implants, a total of 35 cases have been reported of malignant neoplasms arising from the bone or the soft tissue in the region of an implant. Four­teen cohort studies of patients following total knee or total hip replace­ment from six countries were performed to investigate cancer incidence in these populations. One study showed a small increase in overall cancer incidence, while the remaining studies showed overall decreases. Four of these studies suggested a possible increased risk for specific cancers, including Hodgkin disease, non-Hodgkin lymphoma, leukemia, and kid­ney cancer. However, results of several other studies were not consistent with this observation. Additionally, two case-control studies, one includ­ing cases with soft-tissue sarcoma and the other including lymphoma and leukemia, were carried out in the United States. These studies failed to establish a causal effect. Most of the studies did not have information on possible confounding variables such as immunosuppressive therapy or
rheumatoid arthritis for the lymphomas and analgesic drugs for kidney cancer. The follow-up in most of the studies may have been too short to evaluate cancer occurring many years after exposure. A total of 23 cases of sarcomas, 23 cases of carcinomas, and 7 cases of brain tumors have been reported at the site of metallic foreign bodies, mainly bullets and shrapnel fragments.
Hypersensitivity
The first report of hypersensitivity with a metallic orthopedic implant was in
1966 by Foussereau and Laugier. They reported on a patient with an eczema­tous dermatitis and associated this hypersensitivity reaction with nickel. Since then, a growing body of literature has described metal hypersensitivity reac­tions to stainless steel, cobalt-chromium, and, to a lesser degree, titanium implants. Though well documented, these metal hypersensitivity reactions remain unpredictable and poorly understood events relative to orthopedic implants.
The prevalence of metal hypersensitivity in the general population is approximately 10% to 15%. Metals known to cause reactions are nickel, beryllium, cobalt, chromium, and to a far lesser extent, titanium and tan­talum. Nickel is the most common sensitizer, with a prevalence of approximately 14%. Cross-reactivity between nickel and cobalt exists. In patients with metal prostheses, the prevalence of metal hypersensitivity is approximately 25%, and in patients with failed prostheses, the prevalence reaches 60%. It is unclear whether the failure is a result of hypersensitivity or whether increased degradation products in the body due to the implant failure result in increased hypersensitivity reactions.
Dermal contact and ingestion of metals is known to result in an immune response causing hives, eczema, redness, and itching. Resultant metallic degradation products may sensitize the body and generate similar effects. A temporal association between implantation and clinical manifestations of these symptoms has been shown. Implant-related hypersensitivity reac­tions are typically cell-mediated reactions (type IV delayed-type hypersen­sitivity).
Implant degradative products from corrosion or mechanical wear will react and bind to proteins in tissue and form organometallic complexes. It is these complexes that become antigens, sensitize T cells, and eventually result in a T-cell–mediated immune response. T cell release of cytokines, including IL-3, granulocyte-macrophage colony stimulating factor, INF-α, and TNF-β, then leads to the activation and infiltration of macrophages responsible for the immune response seen in these delayed-type hypersensi­tivity reactions.
Clinically, the immunologic response within the periprosthetic area may include vasculitis, fibrosis, muscle necrosis, osteolysis, and metallosis. This cascade of events may result in mechanical failure of the device or inability of the implant to be integrated into the biologic system, and may mandate removal of the biomaterial. Removal of a device that has served its function and can be safely removed should be considered, as this may alleviate some of the symptoms for the patients.
Though hypersensitivity reactions to orthopedic implants are not com­mon, more frustrating is the lack of predictability for avoiding this complica­tion. No evidence exists to support the use of routine allergy testing or skin testing of metals in patients undergoing implantation of a metallic device. In the event of temporally related skin symptoms and metallic implantation, skin sensitivity testing should be considered. Until more studies are con­ducted to better define the role of delayed-type and humoral immune hypersensitivity reactions in patients with metallic implants, the risk to patients should be considered minimal.

POLYMERS

Introduction
Synthetic polymers are occupying a growing role in implant construction. They accord numerous advantages including radiolucency and elasticity. While the vast majority are biologically inert, their wear and degradation processes and properties reflect on their suitability as implants. The follow­ing sections will outline the principal polymers used in disc arthroplasty, in fusion, and as bioabsorbable interbody spacers.
C H A P T E R 7 0     e Biochemistry of Spinal Implants
463
UHMWPE
The polymer with which spine surgeons have had the most experience and the longest-reaching data is ultra high molecular weight polyethylene (UHMWPE). The material is composed of extremely long chains, with molecular weights numbering in the millions. The longer chain serves to transfer load effectively to the polymer backbone, resulting in a very tough material. UHMWPE is highly resistant to corrosive chemicals, exhibits low moisture absorption, has a low coefficient of friction, and is both self­lubricating and resistant to abrasion.
Total disc arthroplasty’s CHARITÉ Artificial Disc has been implanted since the 1980s. The implant consists of two metallic endplates that articu­late with a central UHMWPE disc. Modern manifestations of this design, still incorporating the UHMWPE articulation, include the Synthes Pro­Disc-C, the Cervitech PCM, the LDR Spine Mobi-C, the Aesculap AG Activ-C, and the DePuy Spine Discover.
PEEK
Polyether ether ketone (PEEK) is an organic polymer thermoplastic. Molecularly, it consists of phenylene rings that are linked via oxygen bridges. There have been no reports of biologic adverse response/reaction with this material. The plastic is used either alone or with a carbon fiber reinforce­ment. It is a member of the polyaryletherketone family, which includes sev­eral other polymers with applications in spine surgery.
The first utilization of PEEK was in spinal cages in the 1990s, by AcroMed. An advantage of the polymer in this function is its radiolucency, which facilitates radiographic assessment of fusion in vivo. The majority of current implants employing PEEK are cervical and lumbar spinal cages. Examples include Zimmer Spine’s BAK Vista radiolucent Interbody Fusion System, Surgicraft’s STALIF anterior lumbar fusion cage, Scient’x’s CC interbody fusion cage, Depuy Spine’s OCELOT Stackable Cage System, and the Nubac Disc Arthroplasty Device.
Recent studies with PEEK cages attempt to accelerate fusion by incor­porating hydroxyapatite, 40% β-tricalcium phosphate/60% hydroxyapatite, or rhBMP-2. Possible applications for the material in posterior dynamic sta­bilization, interspinous process decompression systems, posterior rods, and total disc replacement are also being explored.
PLA and PGA
Bioabsorbable devices in the spine are composed of polymers known as alpha-polyesters or poly-(alpha-hydroxy) acids. These include polylactic acid (PLA) and polyglycolic acid (PGA). PLA is based on a lactic acid monomer, while PGA is based on a glycolic acid monomer. Both substances safely degrade completely in vivo and are used in bioabsorbable interbody spacers.
Advantages of bioabsorbable polymers over metals in spine surgery include the avoidance of imaging artifact on postoperative radiographs and a modulus of elasticity closer to that of native bone, lessening stress-shielding. As the implant is ultimately resorbed, complications such as implant erosion and migration may be avoided. Disadvantages of the use of bioabsorbable poly­mers are an initial strength that cannot match their metal counterparts and the possibility of generating an inflammatory response with breakdown products.
Implant Performance and Failure
The reaction of the implants and the materials that compose them with the body is largely a result of the processes of wear, degradation, and oxidation. In the following section, we will discuss the theoretical and observed com­plications specific to polymer implants.
UHMWPE
Given our relatively short experience with the application of UHMWPE in spine surgery, most relevant in vivo clinical data come from retrieval studies of the CHARITÉ Artificial Disc. Some data have also been published on the ProDisc-L. Both implants are constructed with a UHMWPE insert. Relevant wear data concerning other materials are largely a product of lab studies. Decades of experience from total hip and knee arthroplasty have demonstrated that UHMWPE wear particles have the ability to cause implant failure through macrophage-mediated aseptic osteolysis. Similar complications have been observed in spine surgery. Osteolysis has been
observed around certain total disc replacement designs, including the CHARITÉ implant. The particle load and resulting inflammatory response in the periprosthetic area is reported to be proportional to that observed in total hip arthroplasty.
CHARITÉ components, retrieved for intractable pain and/or facet degeneration, frequently displayed one-sided wear patterns. The dome of the components typically exhibited burnishing, and the rim showed evi­dence of plastic deformation, burnishing, and fracture, thought to be pro­duced by impingement. Similar patterns are described in the ProDisc-L and Prodisc-C.
In addition to impingement, rim damage observed in polyethylene total disc replacement retrievals has also been associated with postirradiation oxi­dation. Analysis of explanted CHARITÉ cores has shown that the exposed rim experiences severe oxidation after 10 or more years. The central dome is protected from in vivo oxidation due to contact with the metallic endplates.
The end product of UHMWPE wear is the creation of wear debris and ensuing aseptic loosening. The biology of aseptic loosening has been exten­sively studied and described in the hip and knee total joint arthroplasty lit­erature. The cellular response to UHMWPE consists primarily of giant cells and macrophages. The magnitude of the response is directly related to the volume of debris. The role of these cells is to detect, phagocytose, and degrade any foreign material. In the process, these cells release chemical messengers, including cytokines and other mediators of the inflammatory process. As a result, a foreign-body granulomatous response is initiated. Macrophages fuse, forming giant cells to wall off the foreign material. Osteoclasts are activated by the cytokines IL-1b, IL-6, IL-8, PGE2, and TNF-α. Osteolysis is postulated to be the product of both osteoclastic and macrophage– and giant-cell–mediated bone resorption.
PEEK
Theoretical implant complications of PEEK cages are the same as those observed with metal devices. These include subsidence, wear, debris produc­tion, and fracture. Wear debris has been identified in periprosthetic biopsies, but no evidence of an inflammatory reaction to the particles has been described. In vitro and in vivo studies suggest that PEEK particles appear to be harmless to the spinal cord.
Examination of systemic, intramuscular, and intracutaneous toxicity of PEEK has revealed no adverse side effects. There do not appear to be issues with sensitization or gene toxicity. Extensive in vitro testing with fibroblast, macrophage, and osteoblast cell lines shows no cytotoxicity, immunogenesis, or genotoxicity of PEEK.
PLA and PGA
Alpha polyesters are degraded by hydrolysis. The process releases their respective monomers, which are then incorporated into normal cellular physiologic processes. Lactic acid is produced from PLA, and glycolic acid from PGA. Lactic acid eventually ends up in the citric acid cycle, while gly­colic acid can be excreted in urine. The rate of degradation is based both on factors inherent to the implant and polymer, including molecular weight, crystallinity, and porosity, and other local factors including vascularity and loading conditions.
As the implant begins to degrade and fragment, particle removal via a foreign-body reaction begins. The rate of degradation is associated with the degree of inflammatory response, synovitis, and even activation of the com­plement cascade. PLA has the slower rate of degradation, while PGA has the faster. As a result, PLA degradation has been associated with a foreign­body reaction as late as 143 weeks after implantation, while a foreign-body response reaction to PGA has been seen as early as 3 to 6 weeks after implantation. As a result of this inflammatory response, complications such as sterile sinus tract formation, synovitis, hypertrophic fibrous encapsula­tion, and osteolysis have been described.

HYDROGELS

Synthetic Hydrogels
Synthetic polymers exhibit low toxicity, and have been used in medical applications for a period of more than 60 years. Many polymer systems have been employed, including polyacrylonitrile, polyamides, polyethylene,
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P A R T V I I I     The Future of The Aging Spine
polymethylmethacrylate, polytetrafluoroethylene, polyurethanes, and sili­cones. Products made from these polymers have been used as bone and tis­sue replacements, as drug delivery devices, and have been variously employed in nearly all medical disciplines, including heart surgery, orthopedic surgery, ophthalmology, gynecology, and plastic surgery with remarkable success. Synthetic polymers are also utilized in topical applications and as coatings for stents and other implants.
As a result of their synthesis, hydrophobic polymers generally contain minute amounts of residual impurities, such as monomers, degradation prod­ucts, stabilizers, catalysts, and solvents. Regardless of the purity of the polymer, there is the potential for small quantities of these impurities to migrate into the recipient of products devised from these polymer systems. These impuri­ties are very difficult to remove completely from the polymers, and they can migrate over long time periods from the polymers into the surrounding tissue.
Water-insoluble, hydrophilic polymers that absorb large quantities of water relative to their initial weight are called hydrogels. Through the absorption of water or surrounding media, hydrogels expand in both weight and volume and can be viewed to some extent as “solidified water.” Synthetic hydrogels may have several important advantages as biomaterials, when compared with the classic hydrophobic polymers.
Hydrogels are typically permeable to aqueous solutes, thereby permit­ting the removal of water-soluble impurities by simple aqueous extraction. As hydrogels are principally composed of water, they are highly biocompat­ible and exhibit reduced potential to invoke an inflammatory process. The potential for fibrosis and encapsulation is diminished with hydrogel implants relative to traditional hydrophobic synthetic polymer implants. As a result, hydrogels show low adherence to tissues, making them excellent candidate materials for adhesion barriers. Hydrogels also exhibit low fric­tion relative to surrounding tissue. The higher the water content of the hydrogel, the lower the friction.
Protein and lipids can be deposited on the surface of hydrophobic poly­mers due to denaturation. Cell adhesion proteins are frequently denatured in this fashion and can lead to cellular attachment and fibrosis. Hydrogels, due to their high water content, are resistant to lipid and cell attachment and spreading. As a result, hydrogels often exhibit low adhesion of platelets and other thrombotic cellular elements.
Hydrogels are permeable to water and to small molecular weight water­soluble substances. Part of the water in the swollen hydrogel is available as free water, which provides a diffusion path through the polymer’s structure for molecules up to a certain size. At the same time, the polymer network acts as a barrier for larger molecules and for cells, bacteria, and viruses.
One of the first hydrogels used widely was Ivalon. Composed of polyvi­nylalcohol cross-linked with formaldehyde or glutaraldehyde, the material was hard in the dry state, and soft and pliable in the swollen state. The mate­rial found uses as an implantable device and was used variously as a repair material for anorectal reconstruction, breast augmentation, middle ear tym­panoplasty, and orthopedic surgery. Complications related to loss of tensile strength and a tendency to become brittle over long-term surgical implanta­tion limited its use.
The potential of synthetic hydrogels as biomaterials was first recognized by Wichterle and Lim in the 1950s. Hydrogels based on hydroxyethyl­methacrylate (HEMA), sparingly cross-linked by diesters of diglycols (mono-, di-, tri-, and tetra-) and methacrylic acid were tested on animals mid-century and later developed for soft contact lenses. They later were tested for use as an implant material for reconstructive, plastic, ophthalmic, thoracic, orthopedic, and general surgery; and for drug delivery. Covalently cross-linked polyHEMA is very stable chemically and thermally, and is resistant to enzymatic degradation. This polymer is extensively used in the soft contact lens industry, either as pure poly(HEMA) or in various copoly­mers, such as PolyHEMA and Polyvinylalcohol. In addition, both poly­HEMA and PVA are resistant to degradation due to the carbon-carbon backbone, which is chemically very stable. Polymers such as polyamides, polyesters, and polyurethanes lack the C-C backbone yet have found a wide application as medical hydrogels. Although their in vivo stability cannot match the stability of polymers with the C-C backbone, they have been found to be stable in tissue for over 1 year, with no loss of mass or mechani­cal properties. Their widest application in medicine today is found in hydro­philic coatings on stents and catheters, wound and burn dressings, and controlled drug release formulations.
Hydrolyzed Pan Hydrogels – Development and History
The last group of synthetic hydrogels is the HPANs. It is a family of ther-
moplastic hydrogels, based on acrylic multiblock copolymers. HPAN copoly­mers form hydrogels using phase separation and formation of crystalline clusters, which cause physical cross-linking. HPAN copolymers are formed by a partial controlled hydrolysis of polyacrylonitrile (PAN). Their forma­tion requires just a simple chemical reaction (hydrolysis) and they contain no monomers, cross-linkers, catalysts, or other toxic residuals.
HPAN hydrogels belong to a family of hydrogels based on partial hydrolysis of PAN, generally called HPANs (hydrolysed PANs). First gen­eration of HPANs was developed in the Institute of Macromolecular Chemistry of the Czechoslovak Academy of Sciences in the Czech Repub­lic, and its synthesis, composition, and properties were described in a num­ber of papers. These materials were found to be highly biocompatible and were used in contact lenses and orthopedic implants.
Additional HPAN advantages as compared to other hydrogels are:
(1) Mechanical strength even at high water content: HPAN hydrogels are
comparable in elasticity and tensile strength to tissues with a similar water content, such as cornea, vitreous body, cartilage, and nucleus pulposus of the intervertebral disc. ese materials are particularly resistant to tear propagation. HPAN is probably stronger and more resistant to mechanical damage than any other current synthetic hydro­gel of the same liquid content.
(2) As for other hydrogels, HPAN hydrogels are permeable to water-
soluble compounds. e maximum size of these molecules (permeation limit) can be controlled by the water content of the hydrogel. Molecules smaller than the permeation limit (drugs, nutrients, metabolites, salts, gases) can be transported through the hydrogel using either diffusion or hydraulic flow mechanisms. At its maximum water content, HPAN can pass solutes of molecular weight up to 100,000 Daltons. Highly­hydrated HPAN has also very high hydraulic permeability similar to cartilages and comparable tissues.

BIOLOGICS

Bone Graft
Bone graft is required to fill voids to achieve fusion of motion segments and to unite fractured bones. The ideal bone graft, considered the gold standard to which all others are compared, is autogenous bone graft or autograft. The ideal bone graft substitute should be osteogenic, biocompatible, bioabsorb­able, able to provide structural support, easy to use clinically, and cost­effective.
The normal host response to autograft is divided into several phases. As mentioned earlier, with any “foreign” object implanted into the body there is hemorrhage and inflammation, and next, invasion by vascular elements from the periphery that bring in precursor cells to osteoblasts and osteo­blasts themselves. The rim of osteoblasts deposits new bone on the outer edges of the graft and remodeling begins. This stage may take weeks to months, depending on the type of graft, and is completed after the graft is fully incorporated into the host tissue in a seamless fashion.
The bone grafts and their substitutes are divided according to their properties of osteoconduction, osteoinduction, osteogenesis, or a combina­tion of these. Osteogenic refers to a material that produces bone-forming cells that directly lay down new bone in an area. Osteoinductive refers to a material that can stimulate the differentiation of stem cells into osteogenic cells. Osteoconductive materials are those that provide a porous scaffold to support the formation of new bone. In addition, there are materials that provide more than one of the above characteristics and are considered com­bination materials (Table 70-3).
Osteoconduction refers to the process in which the three-dimensional structure of a substance is conducive to the ongrowth and ingrowth of new bone. Osteoconductive bone graft substitutes are commercially available and vary in chemical composition, structure, and resorption rates. Understand­ing the basics of each type and the reason to use a specific one of them will assist with surgical success. The Table 70-3 groups these materials into classes and describes some of their basic properties.