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Peroral Endoscopic Myotomy (POEM) for Achalasia

Barbara A. J. Bastiaansen, André J. P. M. Smout and Paul Fockens
8

8.1 Introduction

Achalasia is a relatively rare primary esophageal motor disorder caused by loss of inhibitory postganglionic neu­rons in the myenteric plexus with a prevalence of 10 per
100.000 individuals. It is characterized by aperistalsis and absent relaxation of the lower esophageal sphincter (LES). Clinically, achalasia manifests as progressive dysphagia, retrosternal pain, regurgitation, and weight loss. However, symptoms of achalasia are nonspecific which often leads to a long delay (up to 5 years) between the onset of symptoms and final diagnosis. Esophageal high-resolution manometry (HRM) is currently considered the test of choice for the diagnosis achalasia. Achalasia is classified into three sub­types, based on characteristics of pressurization measured on HRM: type I (absent pressurization), type II (panesoph­ageal pressurization), and type III (spastic contractions) (Fig. 8.1). Type II achalasia likely represents early-stage achalasia with retained smooth muscle tone generating panesophageal intrabolus pressurization. Type I is gener­ally believed to be a later phase of disease progression with complete loss of contractile activity and a dilated esopha­gus. Type III achalasia is considered a separate entity, char­acterized by premature or spastic contractions [1].
Achalasia is considered a chronic disease and cannot be cured, as the pathophysiology of the neural degeneration remains largely unclear. Therapeutic options are therefore directed toward symptom relief by lowering the LES pres­sure to improve transit of food into the stomach.
Electronic supplementary material The online version of this chapter (https://doi.org/10.1007/978-3-030-55176-6_8) contains supplementary material, which is available to authorized users.
B. A. J. Bastiaansen · A. J. P. M. Smout · P. Fockens (*) Department of Gastroenterology and Hepatology, Amsterdam University Medical Center, University of Amsterdam, Amsterdam, The Netherlands e-mail: p.fockens@amsterdamumc.nl
The mainstay of achalasia management focuses on LES disruption, classically either by endoscopic pneumatic dila­tion (PD) or laparoscopic Heller myotomy (LHM) com­bined with an antireflux procedure.
Peroral endoscopic myotomy (POEM) is a relatively new minimally invasive technique and has emerged as a very safe and efficacious therapeutic option for patients with achalasia and other spastic motility disorders. This endoscopic technique allows us to replicate a surgical myot­omy by the creation of a submucosal tunnel after mucosal incision followed by myotomy of the circular muscle layer of the esophagus onto the cardia.
Complication rate is comparable to surgical Heller myotomy, and POEM carries a mortality risk approaching zero [2]. POEM seems to have promising advantages for treatment of achalasia, being less invasive in nature than the conventional extraluminal surgical approach, avoid­ing abdominal incisions, offering rapid recovery and the possibility to adapt the length of the desired myotomy. Since the first human study of POEM in 2010, numerous published studies, including thousands of patients world­wide, all report therapeutic success in 82–100% of patients with the longest follow-up in literature now at 5 years [3]. Prospective randomized studies comparing POEM with either LHM or PD are recently completed and results have been published in abstracts showing a higher 1-year thera­peutic success rate for POEM (clinical remission 92%) compared to PD (clinical remission 70%) (p < 0.01) and comparable results for POEM compared to LHM, with clin­ical success at 2 years achieved in 81.9% with POEM and in 80.4% with LHM [4, 5].
Today POEM is considered an established treatment for achalasia at expert centers because of its minimally invasive nature, high clinical success rates, and low rate of adverse events.
The most common unwanted consequence of POEM is gastroesophageal reflux disease (GERD) causing esophagi­tis, which appears significantly more frequent after POEM than after LHM with fundoplication. The rate of esophagi­tis after POEM was 29.5 and 7.6% after LHM in recent
© Springer Nature Switzerland AG 2021 M. Asunción Acosta et al. (eds.), Atlas of Minimally Invasive Techniques in Upper Gastrointestinal Surgery,
https://doi.org/10.1007/978-3-030-55176-6_8
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52 B. A. J. Bastiaansen et al.
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Fig. 8.1 High-resolution manometry in health and in the three types of achalasia: a normal peristalsis in a healthy subject; b type I or classic
achalasia with absent peristalsis; c type II achalasia with panesophageal pressurization; d type III or vigorous achalasia with a premature spastic contraction and esophageal shortening
Fig. 8.2 Endoscopic material used for peroral endoscopic myotomy (POEM). a Injection needle to create a submucosal bleb; b Spray catheter
to spray methylene blue to identify the submucosal tissue plane; c Coagrasper hemostatic forceps (Olympus) for monopolar coagulation in case of bleeding; d Triangle tip knife (Olympus) for myotomy; e Dual knife (ERBE) for myotomy
systematic review and meta-analysis [6]. Surveillance endoscopy and appropriate treatment for GERD after POEM should be considered to prevent long-term reflux­related adverse events.
In this chapter, we provide a detailed step-by-step description of the procedural technique of POEM and rec­ommendations in terms of preparation and post-procedural management.
with the patient in supine position. The use of carbon dioxide gas for insufflation is essential since CO2 is more rapidly absorbed compared to air, reducing the risk of pneu­mothorax or tension pneumoperitoneum. However, abdomi­nal compartment syndrome can occasionally still occur with excessive CO2 insufflation. Abdominal decompression with an IV catheter needle inserted in the left upper quadrant after desufflation of the stomach can be a simple and effec­tive solution.
For POEM a standard high-definition gastroscope fitted
8.2 Description of the Peroral Endoscopic
Myotomy (POEM) Technique (Video 8.1)
with a transparent distal attachment cap to optimize visuali­zation and allow tissue tensioning is generally used. Several
different endoscopic electrosurgical knives are available to POEM was developed in Japan in 2008 as probably the most successful spin-off from the concept of natural orifice transluminal surgery (NOTES). In general, it is performed today as it was described by Inoue et al. in 2010, and since then only minor technical changes (length of myotomy, anterior vs. posterior approach, and full thickness vs. circu­lar myotomy) have been described [7].
POEM is carried out under general anesthesia with
access and dissect the submucosa and perform myotomy,
for example, the Hybrid knife (Erbe, Tübingen, Germany),
and Triangle tip knife (Olympus, Tokyo, Japan).
A coagulating forceps (Coagrasper, Olympus) is used to treat larger non-bleeding vessels prior to dissection and for hemostasis. For electrosurgery, in general, a VIO 300D electrogenerator (Erbe, Tübingen, Germany) is used (Fig. 8.2).
endotracheal intubation in an endoscopic or surgical suite
538 Peroral Endoscopic Myotomy (POEM) for Achalasia
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1. Pre-procedural preparation
Cleansing of the esophagus before POEM is essential to assure that no food residues can contaminate the mediasti­num or thoracic/abdominal cavity. Proper preparation is necessary with a few days prior to POEM prescription of a liquid diet and 24 hours prior a clear liquid diet with no oral intake 8 hours prior to POEM, especially in patients with a dilated esophagus.
Prophylactic intravenously administered antibiotics are recommended during POEM, as is the administration of a proton pump inhibitor.
8.3 Description of the Endoscopic
Procedure
The key steps to perform a POEM procedure are
Step 1: Mucosal incision and submucosal entry
The first step in POEM is an upper endoscopy in order to rule out pseudo-achalasia or achalasia-related esopha­geal cancer and clean the esophagus from food residues. The esophagus can be rinsed with chlorhexidine or other anti-bacterial solution, although rinsing with sterile water probably is as effective and safe. Measurements of the posi­tion of the gastroesophageal junction (GEJ) are made both during insertion and withdrawal of the endoscope keep­ing the lesser curvature of the stomach orientated around the 3 o’clock position. After submucosal injection of about 10 ml saline dyed with indigo carmine or methylene blue, a 2-cm longitudinal mucosal incision in the mid-esopha­gus, approximately 10 cm proximal to the LES, is made. In supine position, the mucosal incision is located around the 2 o’clock position for the traditional anterior myotomy and around the 5–6 o’clock position for a posterior myotomy. Anterior or posterior approaches to POEM seem to have equal efficacy.Then, by expanding the submucosal space with additional (blunt) injection of blue-dyed saline and using careful dissection of the submucosal layer, the tip of
the endoscope with transparent cap can be inserted under­neath the mucosal layer into the submucosal space moving on to the muscle layer (Fig. 8.3).
Step 2: Creation of the submucosal tunnel
Once the endoscope is inserted into the submucosal space a submucosal tunnel is created with a combination of care­ful electrocautery setting (e.g., Spray Coagulation 50 watts, Endocut Q 3:1:1; ERBE Tübingen, Germany) and blunt dis­section with carbon dioxide insufflation.
Dissection of the submucosal plane ahead of the endo­scope just on top of the circular muscle layer creates a sub­mucosal tunnel, where the orientation of the circular muscle fibers guides a straight direction downward. The width of the submucosal tunnel is created by lateral dissection to about half of the circumference of the tubular esophagus in order to create enough space for the subsequent myotomy. Larger vessels in the submucosa are prophylactically coag­ulated using a coagulation forceps in the soft coagulation mode (80 W, effect 5; Coagrasper, Olympus). The tunnel is extended distally past the gastroesophageal junction (GEJ) onto the gastric cardia for 2 to 3 cm (Fig. 8.3). Several indi­cators can point out adequate passage beyond the LES into the stomach. One is that the submucosal space at the level of the hypertonic LES becomes very narrowed followed by sudden expansion once the endoscope passes beyond. Distal to GEJ in this wide submucosal space large-caliber penetrating branches of the left gastric artery and vein can become apparent.
Other indicators reported include palisading vessels at the GEJ, disorganization of the circular muscle fib­ers around the LES, and blue discoloration of the gastric mucosa in the retroflexed view or transillumination using a second ultra-slim gastroscope (double-scope technique).
Step 3: Myotomy
After confirmation of sufficient distal extension of the submucosal tunnel a proximal-to-distal dissection of the circular muscle bundle begins at 2 cm distal to the
Fig. 8.3 Peroral endoscopic myotomy (POEM) in six-step animation. a Injection of methylene blue; b Mucosal incision; c Creation of sub-
mucosal tunnel; d and e myotomy; f Closure of the incision with clips. Used with permission of Mayo Foundation for Medical Education and Research. All rights reserved
54 B. A. J. Bastiaansen et al.
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Fig. 8.4 Peroral endoscopic myotomy (POEM) in six-step endoscopic images. a Injection of methylene blue; b Mucosal incision; c Creation of
submucosal tunnel; d circular myotomy; e full myotomy; f Closure of the incision with clips
mucosal entry and approximately 7 cm above the GEJ. Selective circular myotomy is classically recommended to decrease the potential risk of postoperative GERD. However complete myotomy involving both circular and longitudinal layers forms the basis of conventional surgi­cal myotomy and some experts argue that full thickness myotomy may be superior in terms of more rapid esopha­geal emptying and better long-term efficacy. Further stud­ies on full thickness vs circular myotomy need to evaluate the appropriate balance between treatment efficacy and risk of postoperative GERD. Selective myotomy at the level of the LES can be a technical challenge and many experts, therefore, adopted the “partial” full thickness myotomy. In this technique, selective dissection of the cir­cular muscle bundle begins at 2 cm distal to the mucosal entry using spray coagulation current (50 W, effect 2) with careful protection of the rather insubstantial longitu­dinal muscle layer. Then a complete myotomy of both the circular and longitudinal muscle layer is performed from 2 to 4 cm above the LES to the end of the tunnel in the stomach (Fig. 8.4).
Step 4: Closure of mucosal incision
After completion of the myotomy, smooth passage of the endoscope through the GEJ with minimal resistance is con­firmed, followed by inspection of the mucosa overlying the created tunnel for any electrocautery injury that needs to be clipped. The mucosal incision, usually 2 cm long, is typi­cally closed from distal to proximal with 5 to 6 hemostatic clips. In order to facilitate closure, the first clip is preferen­tially placed at the distal level of the incision or just below to bring the mucosal edges closer together and create a tent-like uplifting (Fig. 8.4).
Sometimes both mucosal edges can create a kind of groove while being clipped together which can hamper complete closure of the incision and may induce leakage. In these cases, it might be useful to place the second last clip proximal to the incision to stretch this groove and then place the last clip in between.

8.3.1 Post-Procedural Management

After POEM patients are usually admitted for observation and appropriate pain management. Length of hospital stay varies widely among different centers from 1–5 days or even longer, although most patients are clinically very well and ready for discharge the next day. Patients are recommended nil per mouth 24 hours after POEM, followed by a liquid diet. After discharge, usually a soft diet for 1–2 weeks is recommended. PPI is prescribed in a single or double dose for 2 weeks and only on demand thereafter. Follow-up visits are usually scheduled at 3–6 months after POEM for clinical assessment and oesophagogastroduodenoscopy to check for possible reflux-esophagitis. In general, manometry (HRM) and timed barium esophagogram and/or a 24-hour pH-imped­ance monitoring are scheduled 6–12 months after POEM.

References

1. Boeckxstaens GE, Zaninotto G, Richter JE. Achalasia. Lancet. 2014;383:83–93.
2. Barbieri LA, Hassan C, Rosati R, et al. A systematic review and meta-analysis: efficacy and safety of POEM for achalasia. United Eur Gastroenterol J. 2015;3(4):325–34.
3. Li QL, Wu QN, Zhang XC, et al. Outcomes of per-oral endoscopic myotomy for treatment of esophageal achalasia with a median fol­low-up of 49 months. Gastrointest Endosc. 2018;6:1405–12.
4. Ponds FA, Fockens P, Neuhaus H, et al. Peroral Endoscopic Myotomy (POEM) versus Pneumatic Dilatation in therapy-naïve patients with achalasia: results of a randomized controlled trial. AGA abstracts. Gastroenterology. 2017;152(5, supplement 1):S139.
5. Werner YB, Håkanson B, Martinek J, et al. Endoscopic versus surgical myotomy in patients with primary idiopathic achalasia. Abstract LB08 UEG 2018.
6. Repici A, Fuccio L, Maselli R, et al. GERD after per-oral endo­scopic myotomy as compared with Heller’s myotomy with fun­doplication: a systematic review with meta-analysis. Gastrointest Endosc. 2018;87:934–43.
7. Inoue H, Minami H, Kobayashi Y, et al. Peroral endoscopic myotomy (POEM) for esophageal achalasia. Endoscopy. 2010;42:265–71.

Laparoscopic Heller Myotomy and Dor Fundoplication for Treatment of Esophageal Achalasia: Surgical Technique

Eduardo M. Targarona, Sonia Fernandez Ananin and Carmen Balague Ponz
9

9.1 Background

Heller myotomy has been the gold standard surgical tech­nique for treatment of esophageal achalasia, competing with other less aggressive options as dilation or Botox injection. The description of the laparoscopic approach by Cuschieri in 1991 [1] has converted surgery as the preferred treatment option in fit patients. Peroral endo­scopic myotomy (POEM), first performed by Inoue in 2008 [2], has promoted this approach as alternative for laparoscopic Heller myotomy after demonstrating the safety, reproducibility and efficacy in many centers around the world [2]. Meta-analysis and comparative trials have showed a similar efficacy, less invasiveness but increased gastroesophageal reflux [36]. POEM has a controver­sial weak technical point due to the impossibility to cre­ate an efficacious antireflux associated technique, and the incidence of post-procedural esophagitis is significantly higher than after Heller myotomy plus an antireflux pro­cedure. Laparoscopic Heller myotomy, in spite of the big success of POEM, continue to have an important thera­peutic role, especially in young people with a long life expectancy, as well in last stage with dilated esophagus, as well in reoperation in patients that may not be approached trough POEM [7].
The main goal of laparoscopic Heller myotomy is to divide the fibers of the lower esophageal sphincter, preserv­ing the anterior vagal nerve, in combination with an antire­flux procedure like the Dor or Toupet fundoplication.
E. M. Targarona (*) · S. F. Ananin · C. B. Ponz Gastrointestinal Surgical Unit, Department of Surgery, Hospital Sant Pau, Autonomous University of Barcelona, Barcelona, Spain e-mail: etargarona@santpau.cat; emtargarona@gmail.com

9.2 Surgical Technique. Step by Step

Patients do not need any special preoperative preparation, except a liquid meal during the previous 48 hours in the case of a dilated esophagus and food retention. The anes­thesiologist should be aware of the risk of aspiration during induction of the anesthesia.
1. Usually 5 trocars are used, located in the upper abdo­men in a diamond shape according to Cadiere. One 10 mm trocar is placed laterally to the midline, in a point between umbilicus and the xiphoid. Occasionally, in the case of thin patients, the 10 mm trocar may be placed at the umbilicus improving aesthetic outcome. The other four 5 mm trocars are located: two at the midclavicu­lar subcostal site for the surgeon operating hands. Two additional trocars are placed at both anterior axillar line, below the level where the surgeon’s trocars are placed, and used for liver retractor (right) and for the assistant (left), respectively.
2. Surgery begins opening the hepatogastric membrane, preserving the liver nervous vagal branches (Fig. 9.1). The assistant hold and put traction on the upper gas­tric area, below the esophagogastric junction. The peritoneum covering the anterior face of the abdomi­nal esophagus is opened, and the anterior face of the esophagus is dissected, entering in the inferior mediasti­num (Fig. 9.2a, b). It is not necessary a wide dissection to avoid the circular dissection of the esophagus, main­taining the structure of the phreno-esophageal posterior fixation.
3. The next step is to dissect away the anterior vagal trunk (Fig. 9.3a). A useful reference is the esophageal fat pad (Fig. 9.3b) that is dissected laterally to the right, usu­ally including the vagal nerve, trying to avoid the nerve injury.
4. Once the anterior face of the denuded esophagus is visualized, the myotomy is started. Usually an opening
© Springer Nature Switzerland AG 2021 M. Asunción Acosta et al. (eds.), Atlas of Minimally Invasive Techniques in Upper Gastrointestinal Surgery,
https://doi.org/10.1007/978-3-030-55176-6_9
55
56 E. M. Targarona et al.
ab
a
b
is created above the esophagogastric junction (EGJ) through the longitudinal esophageal muscle till the sub­mucosa space (Fig. 9.4). The access to this space, that usually is very easily dissected, permits to identify a safe submucosal plane. Myotomy may be undertaken in different ways. A practical and safe mode is to distract the muscular fiber of the longitudinal muscle, taking apart both lips of the muscular breach with two grasp­ers (Fig. 9.5a, b). Using gentle maneuvers is possible to expose the surface of the submucosa. The dissection is prolonged cranially advancing through the submucosa space, and the circular esophageal muscle wall is sec­tioned with cold scissors when needed (Fig. 9.6a, b).
5. The next step of the myotomy is to go down in direc­tion of the gastric wall. The transition between esopha­gus and gastric muscle wall is easily observed because
Fig. 9.1 Hepatogastric membrane is opened
Fig. 9.2 Dissection of
the anterior face of the abdominal esophagus. Close (a) and schematic view (b)
the submucosa space at the gastric level is more adherent
Fig. 9.3 Dissection of the
right-anterior vagus trunk (a) and the esophageal fat pad (b)
Fig. 9.4 The myotomy is started
a
b
a
b
Fig. 9.5 Distraction the
muscular fiber, taking apart both lips of the muscular breach with two graspers. Close (a) and schematic view (b)
579 Laparoscopic Heller Myotomy and Dor Fundoplication …
and bleeds more (Fig. 9.7). Other technical options for the myotomy are to use the electrocautery with a hook tip or the harmonic scalpel. The most severe risk is at this moment the mucosal perforation. Factors that favor perforation would be inadequate traction and presenta­tion of the esophagus wall, with a floppy tissue that may be damaged, or previous therapeutic manipulation of the GEJ as Botox injections or dilation that will cause fibrosis at the submucosa level. Is important to assure a section of the esophageal muscles wall in a segment of 5–7 cm cranially and 2–3 cm caudally. The caudal pro­gression reduces dysphagia but induces more severe reflux.
6. Once the surgeon considers that the myotomy is com­pleted, it should be checked with an intraoperative gastroscopy (Fig. 9.8). A flexible endoscopy is intro- duced and carefully approached to the lower esophagus.
Fig. 9.6 Dissection is
prolonged cranially (a) and the circular esophageal muscle wall is sectioned with cold scissors (b)
58 E. M. Targarona et al.
Fig. 9.7 The myotomy is continued to the gastric wall
A visual marker that the myotomy has been completed is that the insufflation of gas permits to see the gastric folds. The scope is introduced in the stomach assuring that the myotomy is complete and no transverse fibers remain at the myotomy site. This maneuver permit to rule out also the existence of a perforation, if it occurs is easily identified observing the mucosa herniation. If perforation is present it should be closed by a running suture of 4.0 absorbable material.
Fig. 9.9 Division of the short gastric vessels
Fig. 9.8 Intraoperative
endoscopy is performed
599 Laparoscopic Heller Myotomy and Dor Fundoplication …
a
b
c
ef
d
Fig. 9.10 Dor fundoplication. Fixation of the fundus with a stitch in the left crura (a). Fixation of the fundus to the left lip of the myotomy:
close (b) and schematic view (c). Fixation of the fundus with a stitch in the right crura (d). Fixation of the fundus to the right lip of the myotomy (e). Final view of the fundoplication (f)
7. The last step is the creation of a gastric fundoplication. The most used technique is the 180 degrees Dor tech­nique. Usually is needed to divide the last short gastric vessels to permit the adequate mobilization of the fundus
conventional feeding. A gastroscopy control is sched­uled every two year to rule out the possibility of malignant degeneration.
over the denuded submucosa (Fig. 9.9). The gastric wrap is fixed with 4–5 non-resorbable stitches fixed to the lat­eral muscular lips of the myotomy and to the apex and

References

right pillar of the hiatus (Fig. 9.10a–f).
8. In the infrequent case that exists an hiatal hernia or the complete circular dissection of the esophagus has been done, the hiatus should be closed usually with a single stitch and a 270 degrees Toupet fundoplication is con- structed fixing the fundus to both sides of the myotomy, leaving free the denuded submucosa surface.
9. No drains are routinely used unless a suture of a per­foration is performed. A nasogastric tube to decom­press the stomach is used for 12–18 hours and liquids are initiated the next day. A gastrografin swallow picture is performed the next day to check the ade­quate transit trough the myotomy and the patient is discharged 48 h after surgery. A soft meal is main­tained during some days progressively reinitiating
1. Shimi S, Nathanson LK, Cuschieri A. Laparoscopic cardiomyotomy for achalasia. J R Coll Surg Edinb. 1991;36:152–4.
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3. Schlottmann F, Herbella FAM, Patti MG. Per-oral endo­scopic myotomy for achalasia: Lights and shadows. Cir Esp. 2019;S0009–739X(19):30313–6.
4. Schlottmann F, Luckett DJ, Fine J, Shaheen NJ. Patti MG lapa­roscopic heller myotomy versus peroral endoscopic myotomy (POEM) for achalasia: a systematic review and meta-analysis. Ann Surg. 2018;267(3):451–60.
5. Werner YB, Hakanson B, Martinek J, et al. Endoscopic or surgi­cal myotomy in patients with idiopathic achalasia. Engl J Med. 2019;381(23):2219–29.
6. Oude Nijhuis RAB, Zaninotto G, Roman S, et al. European guide­lines on achalasia: United European gastroenterology and European
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society of neurogastroenterology and motility recommendations. United European Gastroenterol J. 2020;8(1):13–33. https://doi.
org/10.1177/2050640620903213.
7. Fernandez-Ananin S, Fernández AF, Balagué C, et al.What to do when Heller's myotomy fails? Pneumatic dilatation, laparoscopic
remyotomy or peroral endoscopic myotomy: a systematic review. J Minim Access Surg. 2018;14(3):177–84. https://doi.org/10.4103/
jmas.JMAS_94_17.