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Robotic Pulmonary Lobectomy

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AndreiI.Gritsiuta, AbbasE.Abbas, andRomanV.Petrov
Introduction toRobotic Lobectomy
Lung cancer remains the leading cause of cancer-related mortality in the United States, with over 56,000 lung cancer resection surgeries performed annually nation­wide [47]. Following years of minimal progress, the combination of early detection and advancements in treatment over the past 10–15years, along with better access to these treatments, has resulted in improved survival rates for lung cancer patients. However, despite these recent advances, the overall 5-year relative survival rate is still a concerning 23% [26]. In 2024, there are approximately 235,000 new cases of lung cancer expected, and the disease is projected to cause 125,000 deaths [54].
Anatomic lung resections remain the cornerstone of curative treatment for lung cancer, whether performed alone or as part of a multimodal approach. The rst suc­cessful anatomic lung resection, a pneumonectomy for lung cancer, was performed by Evarts Graham in 1933, setting a precedent for the surgical approach [19]. The choice of anatomical unit to be resected—whether it be a segment, a lobe, or an entire lung—depends on multiple tumor and patient factors, including lesion loca­tion, size, histology, pulmonary function, comorbidities, and the performance status
A. I. Gritsiuta Department of Surgery, University of Pittsburgh Medical Center, Pittsburgh, PA, USA e-mail: gritsiutaai@upmc.edu
A. E. Abbas Department of Thoracic Oncology, Warren Alpert School of Medicine at Brown University, Providence, RI, USA e-mail: abbas_abbas@brown.edu
R. V. Petrov (*) Department of Cardiothoracic Surgery, John Sealy School of Medicine at University of Texas Medical Branch, Galveston, TX, USA e-mail: rvpetrov@utmb.edu
© The Author(s), under exclusive license to Springer Nature Switzerland AG 2025 S. Samreen et al. (eds.), The SAGES Manual of Robotic Surgery,
https://doi.org/10.1007/978-3-031-86927-3_31
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of the individual. Safe surgical techniques require meticulous precision in dissect­ing hilar bronchovascular structures. Traditionally, this has been achieved through a thoracotomy, a large open incision, involving a division of extrathoracic muscles with rib spreading to allow adequate surgical exposure and effective bimanual dis­section. However, this approach is associated with increased level of acute and chronic pain and impaired respiratory function, leading to increased rates of postop­erative morbidity, especially pulmonary complications such as atelectasis and pneu­monia. Therefore, thoracic surgeons have sought less invasive alternatives to traditional open procedures.
The rst breakthrough in the eld was the introduction of the video-assisted thoracoscopic surgery (VATS) technique in the 1990s [34]. VATS allows for lobec­tomies to be performed through small incisions using a video thoracoscope and modied instruments, signicantly reducing patient morbidity and recovery time, compared to the traditional open thoracotomy. However, VATS lobectomy tech­nique differs signicantly from the thoracotomy approach. Due to ergonomic limi­tations and the transition of the viewing angle in VATS to a more anterior rather than superior position, all dissection of the hilum is performed in an anterior to posterior manner, leaving the division of the ssure for last. Posterior dissection, which is sometimes necessary, is particularly challenging with the VATS approach. Transition from an open technique to VATS requires signicant changes in surgical strategies and a complete new set of skills. Surgeons face multiple challenges with the adop­tion of the new VATS technique, including impaired precision due to the distance and the use of, inexible, “straight stick” instruments. The counterintuitive fulcrum motion of the instruments, xated at the port site in the chest wall, and the antiparal­lel convergent optic position in the multiport approach further complicate the pro­cedure. Even more challenges arise in the uniportal conguration, where the limited working area leads to space conicts. These challenges extend the learning curve and impair adoption of the technique for lower-volume surgical centers. This has translated into relatively stagnant rates of VATS adoption for oncologic lung resec­tions in thoracic surgery.
In contrast, robotic-assisted thoracic surgery (RATS) offers numerous advan­tages over traditional VATS approach, including three-dimensional (3D) binocular visualization, eld magnication, scaled motion, tremor ltration, and wristed instruments with increased freedom of motion, thereby enhancing surgical eld visualization, depth perception, and precise dissection. These advantages facilitate a smoother transition to minimally invasive robotic lung resections, allowing sur­geons to more easily replicate traditional surgical techniques in the new environ­ment. Unsurprisingly, robotic portal resection has been likened by some surgeons to a “virtual thoracotomy.” This technique offers surgeons the visual illusion of view­ing the lung through an open chest while allowing for natural bimanual wristed maneuvers to address the anatomy effectively [2]. Early clinical experiences report­ing on safety and feasibility outcomes have generated signicant interest in the robotic approach. Currently, the platform is widely accepted for providing all the benets of a minimally invasive approach without the technical difculties associ­ated with VATS.However, it also raises questions regarding the learning curve,
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costs, and perioperative outcomes. Reports suggest that prociency in robotic lobectomies can be achieved after 20 procedures, whereas VATS lobectomy pro­ciency ranges from 50 procedures for the multiportal approach to 140 for uniportal thoracic surgery [27]. As such, robotic technology may facilitate the expansion of minimally invasive lobectomies to surgeons who have not adopted traditional VATS techniques, making it more accessible to a broader cohort of surgeons and patients alike.
First robotic lobectomies were documented by Mel etal., Morgan etal., and Ashton etal. as far back as 2002 and 2003, focusing initially on patients with early­stage lung cancer [3, 35, 36]. These pioneering procedures demonstrated the feasi­bility and potential benets of robotic technology in thoracic surgery. Since then, robotic systems have signicantly evolved. Early RATS closely mirrored the tech­niques used in VATS, with initial port placement strategies developed using nowa­days obsolete da Vinci S/Si platforms. However, introduction of more versatile da Vinci Xi robot in 2016 further revolutionized port mapping strategy and the eld of pulmonary lobectomy.
Despite growing popularity of robotic surgery among thoracic surgeons world­wide, ongoing debate regarding the optimal technique for lung resections remains unsettled. The four-arm, look-up-view method with low robotic ports placement in the seventh to ninth intercostal spaces provides a view of the intrathoracic cranial side from the caudal position and is currently the mainstream approach globally [43]. This method has evolved to incorporate adaptations such as utilizing fewer ports or skin incisions. Conversely, new approaches have emerged that align the patient’s intrathoracic craniocaudal axis with the horizontal direction of the sur­geon’s console monitor. One notable innovation is the horizontal open thoracotomy view, or horizontal view approach [49]. These advancements reect the continuous evolution and optimization of port placements in RATS, driven by technological progress and the renement of surgical techniques.
Robotic technology evolution has also affected the stapling technology. A pro­pensity score matching analysis of robotic lobectomies, identied in the Premier hospital database, compared perioperative outcomes, healthcare resource utiliza­tion, and costs between robotic and handheld staplers [63]. The analysis demon­strated that robotic staplers were associated with signicantly lower risks of perioperative bleeding, conversion, possible air leaks, and overall complications without an increase in total costs of the procedure. Additionally, the robotic plat­form signicantly facilitates teaching and training. A dual console enables two sur­geons to operate together, allowing for seamless transfer of instrument control between an expert and a trainee as needed. Utilizing telestration, the faculty surgeon can guide the trainee through increasingly complex tasks while maintaining com­plete visual oversight and control of the procedure. Furthermore, surgical simula­tors have been developed to enhance trainees’ prociency with implementation of this advanced technology.
While robotic surgery provides numerous advantages, it also has certain limita­tions. The high initial capital costs represent a signicant nancial investment, ren­dering it inaccessible to many surgeons and patients in smaller communities,
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especially globally, in developing countries. A systematic review and meta-analysis indicated an increased cost of robotic lobectomies per patient: $16,645 compared to $13,310 for VATS [20]. This cost difference was largely attributed to the expense of robotic equipment, with no statistically signicant differences in complication rates. Although some studies have demonstrated equivalence between RATS and VATS in terms of outcomes, most indicate that the overall direct cost of robotic lobectomy is higher by approximately $3000 to $5000 per procedure [42, 48, 55, 58]. When both direct and indirect costs are considered, the robotic procedure remains more expen­sive than VATS; however, both are less costly than an open thoracic procedure [37,
40]. Nonetheless, robotic surgery may become economically feasible and protable
in high-volume settings with distribution of the robotic capital costs. In an analysis of costs between RATS and VATS lobectomies across all hospitals, the robotic approach was found to be more expensive when hospital volume was not consid­ered. This cost difference was primarily attributable to operating room and supply costs. However, for hospitals performing more than 25 annual lobectomies, there was no signicant difference in total costs between these approaches [39]. A recent study indicated that positive net margins and protability were achieved in robotic general thoracic surgical cases compared to other robotic surgery service lines and open thoracic procedures [1]. These nancial benets were largely due to managing variable costs associated with the length of stay. This nding was corroborated by another cost analysis comparing RATS and VATS [12]. In this analysis, total direct costs, including direct supply expenses, were not signicantly different between two minimally invasive techniques ($6621 versus $6483; P=0.784). On the other hand, median total operating costs and total unit support costs, both closely tied to length of stay, were lower in the RATS group. In a study involving 697 patients who underwent pulmonary lobectomy, an analysis utilizing propensity score adjustment by inverse probability of treatment weighting (IPTW), found that both RATS and VATS lobectomy demonstrated similar costs and enhanced clinical effectiveness compared to the open thoracotomy approach [24]. The IPTW-adjusted direct costs showed no signicant differences between the groups (robotic $17,223 versus VATS $17,260 versus thoracotomy $18,075, P=0.48). Furthermore, there were no signi­cant differences in indirect costs or overall hospital charges among the three approaches. Conversely, robotic surgery for simple outpatient procedures may not be cost-effective at present [53]. Additionally, the setup time for robotic systems can be longer than other approaches. Surgeons also lose the palpable feedback during lung assessment, which is essential in lung resections, at least with previous genera­tion robotic platforms. Moreover, the lack of haptic feedback means that surgeons do not receive tactile sensations that help them gauge tissue resistance and texture. However, the introduction of the new-generation surgical robot, Intuitive DV5, addresses some of these concerns. These considerations must be carefully evaluated when determining the most suitable surgical approach for each patient. Overall, the expected benets of machine-surgeon interactions still need to be proven superior to challenges such as cost, operating room management complexity, and the dif­culty of changing established surgical practices.
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Current Evidence

Over the past two decades, numerous studies have supported the adoption of robotic lobectomy by demonstrating its safety, efcacy, and feasibility. Analysis of RATS and VATS outcomes has largely shown similar results. Both techniques are associ­ated with overall improved surgical outcomes, particularly decreased blood loss, reduced postoperative pain, reduced chest tube durations and hospital stay, and overall fewer complications compared to an open lobectomy [7, 14, 23]. This was conrmed by analysis of the Premier hospital database, which evaluated 23,779 elective lobectomies from 2011 to 2015 [42]. The ndings demonstrated a lower postoperative complication rate, shorter hospital stays, and decreased mortality in the RATS group. Additionally, patients in the robotic lobectomy group were more likely to be discharged home rather than to a transitional care facility. During this period, the authors noted an approximately threefold increase in the adoption of robotic techniques. When comparing RATS to VATS, the robotic group demon­strated a lower conversion rate to thoracotomy, a lower overall postoperative com­plication rate, and a shorter hospital stay. The postoperative mortality rates for RATS and VATS were similar, and there was no signicant difference in iatrogenic injuries. Another study conducted on 33,095 cases of lobectomies and segmentecto­mies from 2008 to 2010 compared RATS with VATS [21]. The results indicated that RATS had lower mortality rates (0.2% versus 1.1%), shorter hospital stays (5.9days versus 6.3days), and fewer complications (43.8% versus 45.3%). However, these differences did not reach statistical signicance, potentially due to the underpow­ered robotic group (only 430 patients in the RATS group versus 12,427 patients in the VATS group). Other studies demonstrated a higher number of lymph nodes har­vested, improved postoperative and 30-day complication rates, and signicantly lower incidence of conversion to an open surgery in the robotic group compared to VATS [29, 48]. Conversion rates from minimally invasive to open lobectomy were specically examined using data from The Society of Thoracic Surgeons General Thoracic Surgery Database [52]. Analyzing 27,695 minimally invasive lobecto­mies, authors found that the conversion rate was higher in the VATS group (11%) compared to the RATS group (6%; P<0.001). Anatomical challenges were identi­ed as the primary reason for conversion in both the RATS and VATS groups, indi­cating that the robotic platform may offer enhanced ability of managing complex anatomical scenarios. However, it was noted that emergency conversions due to bleeding were signicantly more frequent in the RATS group, often necessitating intraoperative blood transfusions. This nding suggests that surgeons might be more inclined to undertake complex cases with the robotic technology, potentially avoiding early conversion to thoracotomy. Despite these adverse outcomes, the data imply that surgeons may feel safer and more condent in pursuing a minimally invasive approach when utilizing the robotic platform.
Most studies, including systematic reviews and meta-analyses, suggest there is no difference in outcomes between the two techniques [13, 62]. A comprehensive meta-analysis of 145 studies encompassing 369,793 patients revealed no signicant
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differences in terms of adverse events, the number of lymph nodes dissected, lymph node stations evaluated, or nodal upstaging between RATS and VATS [38]. However, when considering the cost of the procedure, RATS lobectomy proved to be more expensive. Another meta-analysis of 14 studies including a total of 7438 patients conrmed these results demonstrating comparable outcomes in terms of mortality rates, blood loss, operative time, ICU stay, chest tube duration, length of hospital stay, and complication proles [30] although the study showed benets of robotic lobectomy in terms of shorter duration of narcotic use and quicker time to return to regular activities. Similar ndings were observed in a retrospective case-control analysis, which highlighted that patients in the RATS group required less narcotic analgesia and were able to resume normal activities sooner compared to those undergoing VATS [31].
In a comprehensive retrospective multicenter study examining Clavien-Dindo grade III or higher events in 1264 patients, an overall major complication rate of
4.3% was observed [5]. Pneumonia was the most common major complication, occurring in 1.2% of patients, followed by prolonged air leak, which occurred in
0.9% of patients. The overall mortality rate was 0.6%, with a 30-day mortality rate of 15% for those who developed major complications. Factors increasing the risk of major complications included male gender, lower FEV1 and DLCO, neoadjuvant therapy, and extended resections. Notably, the stage of the disease was not a signi­cant risk factor for complications, although 74.1% of the patients were in clinical stage I.Naturally, the robotic approach has been shown to be benecial for such a challenging surgical population as octogenarians, offering improved outcomes, including shorter hospital stays, fewer postoperative complications, and higher rates of discharge to home, compared to open thoracotomy according to a retrospective cohort study [50]. Cerfolio etal. highlighted the reliable performance of this plat­form in sublobar resections based on their initial experience with the rst 100 planned robotic anatomic segmentectomies [6, 9, 10]. In this study, 79% of patients underwent curative lung cancer surgery using a fully robotic four-arm approach, achieving R0 resection with a median of 19 lymph nodes dissected. There were no conversions to open surgery, although 7% of the cases required an intraoperative conversion to lobectomy due to inadequate margins or difculties with nodule localization.
As more surgeons receive training in robotic techniques and technology contin­ues to advance, the rate of robotic lobectomies is expected to increase. This trend promises to offer patients a minimally invasive option that is likely to result in improved overall outcomes for surgical resections of lung cancer.

Surgical Technique

The authors previously described their preferred technique of the robotic lobectomy [46]. The procedure is performed using a completely portal-based, four-arm approach with a 10mm Hg capnothorax. All ports are strategically placed in the eighth intercostal space along the midclavicular, anterior axillary, posterior axillary, and scapular lines, irrespective of the laterality or type of lobectomy being
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a b
Fig. 31.1 Robotic port placement strategy. (a) Schematic depiction of the Xi robotic port place- ment for lobectomy. (b) Intraoperative image of the lobectomy ports
performed (Fig.31.1a). Notably, a utility incision is not utilized in this technique (Fig.31.1b). All assistance is provided through a 15mm assistant port, advanced through a subcostal position in the projection of the tenth intercostal space. This port is utilized for specimen extraction (lymph nodes and pulmonary parenchyma at the end of the procedure), the delivery of various supplies and disposables (such as vessel loops and rolled gauze “cigars”), and clearing of the surgical eld with a suc­tion instrument. Authors avoid using assistant-controlled handheld staplers, exclu­sively relying on robotic technology controlled by the console surgeon. The benets of the portal-based approach include the creation of a tension capnothorax, which results in an enlarged working space due to the contralateral shift of the mediasti­num and downward displacement of the diaphragm with expansion of the intercos­tal spaces. In addition, this improves lung atelectasis and facilitates pneumodissection of the hilar planes, thereby enhancing the visualization and identication of ana­tomical structures.
For the standard pulmonary resection, we adopted a “minimalist” lean philoso­phy, popularized by R.Cerfolio [6, 9, 10]. We have eliminated the use of beanbags, axillary rolls, arm boards, epidurals, central lines, urinary catheters, and arterial lines (Fig.31.2a). Following the induction of general anesthesia, lung isolation is achieved either with a bronchial blocker or a double-lumen tube (Fig.31.3a, b). We have a strong preference for using a bronchial blocker for intraoperative lung isolation (Fig.31.3b). The bronchial blocker’s smaller prole allows for safer and easier air­way dissection, facilitates pre- and post-procedure bronchoscopy by simply remov­ing the blocker, and eliminates the need for potentially risky endotracheal tube exchanges when the patient requires prolonged intubation postoperatively [25]. We revert to using a double-lumen tube in cases of carinal resection, bilateral proce­dures, or instances of porcine bronchial anatomical variants during right-sided resections (Fig.31.3a, c, and d). In the broader thoracic surgery community, there is
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ab
Fig. 31.2 Patient positioning. (a) Patient position on the OR table. Please note absence of bean- bag, axillary roll, and arm board. Gel rolls positioned along the chest and back, providing chest elevation and brachial plexus protection. Arms are secured on the blankets in swimmers’ position (135  upward). (b) Bed control positions during robotic lung lobectomy
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Fig. 31.3 Lung isolation strategy and limitation in anatomical variants. (a) Left-sided double- lumen endotracheal tube. (b) Fuji Uniblocker bronchial blocker device. (c) Porcine bronchus. Bronchoscopy view. Please note separate takeoff of the RUL bronchus from distal trachea, above RMSB. (d) CT image of the coronal reconstruction of the porcine bronchus anatomical variant
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a reluctance toward the use of bronchial blockers due to perceived difculties in their management. However, the use of the Fuji Uniblocker (Fuji Systems Corporation, Tokyo, Japan) mitigates the majority of these challenges due to the angled nature of its tip, which facilitates easier placement in the desired location compared to the more elaborate process required for Arndt blocker placement (Cook Medical, Bloomington, Indiana, USA). Additionally, the Rusch double EZ-blocker (Teleex Medical, Morrisville, North Carolina, USA) further decreases the challenges associ­ated with lung isolation, although the authors have limited experience with its use.
The patient is positioned on the contralateral side and secured on two medium gel rolls, which are placed along the chest and back (Fig.31.2a). The bed is exed at a point between the lower ribs and the iliac wing. The bed is then transitioned to a 20° reverse Trendelenburg position with a 25° back down position, resulting in approx­imately 155° exion (Fig.31.2b). The patient’s arms are secured over folded blan­kets in a swimmer’s position, angled at 135° toward the head. The patient is further secured with two straps of 3-inch tape applied directly to the skin without a towel, and a restraining belt is used for additional security. A lower body forced air warming blanket is also positioned to maintain the patient’s body temperature (Fig.31.2a).
Due to the rotational capability of the Xi and DV5 surgical platforms (Intuitive Surgical, Sunnyvale, California, USA), the patient cart can be positioned on either side of the patient. The authors prefer docking the robot from the back, as this facili­tates better access for the bedside assistant to the chest. However, the robot’s posi­tion remains unchanged regardless of the laterality of the procedure, as robot relocation signicantly extends the turnover time between cases.
The rst 8mm camera port is placed at the anterior axillary line. To ensure safe initial air entry and avoid injury to the raised diaphragm due to lung isolation, a Kelly surgical clamp is inserted rst. This is followed by the initiation of a 10mm Hg capnothorax, resulting in visible downward displacement of the diaphragm. Subsequently, a 12mm robotic port is inserted at the midclavicular and posterior axillary line locations. Finally, an 8mm port is placed at the scapular line, along with the assistant port. Upon docking the robot, a 30° camera is placed in the ante­rior axillary port. Bipolar Maryland forceps are inserted into the midclavicular port, Fenestrated Bipolar Forceps into the posterior axillary line port, and a Tip-Up Fenestrated Grasper into the scapular port. These instruments are used for the hilar dissection. Robotic staplers are employed for all stapling applications, with the majority of the stapling performed through the midclavicular port. Occasionally, especially during right middle lobectomy procedures, the use of the stapler through the posterior axillary port can be advantageous. With the recent introduction of an 8 mm robotic stapler, 12 mm posterior axillary port may be replaced with a standard 8 mm port.
Once the initial inspection of the pleural cavity is performed and the decision to proceed with lobectomy is conrmed, the procedure begins with the inferior and posterior dissection of the hilum, regardless of the type of lobectomy. Bipolar energy is utilized for dissection and safe tissue division. Using the posterior arm as a static retractor, the lung is retracted cranially, and the inferior pulmonary ligament is divided up to the level of the inferior pulmonary vein (Fig.31.4a). This maneuver
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Fig. 31.4 Technical steps of the RUL. (a) Exposure and division of inferior pulmonary ligament. (b) Posterior hilar mobilization with dissection of the subcarinal LN. (c) Dissection of the bifurca­tion of the RUL and RBI with resection of the LN (Station 11R) and development of the plane between the bronchus and PA. (d) Superior hilar dissection with development of the plan between RUL bronchus and anterior apical trunk of the PA. (e) Dissection and division of the anterior apical trunk of the PA. (f) Division of the RUL tributary of the SPV. (g) Dissection and division of the posterior ascending branch of the PA after anterior apical trunk and SPV division. (h) Division of the RUL bronchus from the posterior approach. (i) Division of the parenchymal bridge of the minor and major ssures. (j) Placement of the specimen in Anchor tissue retrieval system. (k) Dissection of the paratracheal lymph node pocket (stations 2R, 4R, and 3). (l) Completion of the lobectomy with placement of the chest tube and visually conrmed lung reexpansion with­out torsion