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390
M.B. Frenkel et al.
Numerous biomechanical studies have demon­strated benefits of this enhanced cortical purchase. Several investigators have instrumented cadaveric lumbar vertebrae with pedicle screws in one pedi­cle and cortical screws in the contralateral pedicle before subjecting both screws to biomechanical testing. Santoni found that cortical screws had a 30% increase in uniaxial yield pullout load and no significant difference in construct stiffness com-
Fig. 29.1 Width of exposure needed for placement of cortical trajectory screws (green tissue) compared to tradi­tional trajectory pedicle screws (blue tissue). Dashed blue lines represent the approach trajectory for cortical screws, while dashed white lines represent the same for traditional trajectory pedicle screws (Courtesy Medtronic)
pared to traditional pedicle screws [1]. ønceo÷lu found a statistically significant increase in pullout strength of cortical screws compared with pedicle screws; however, cortical screws had less tangen­tial stiffness compared to the pedicle screws [5]. Cyclical toggling of the screws at increasing physiologic loads has demonstrated significantly increased resistance to toggling for the cortical screw [6]. It has been proposed that this high tog­gling resistance may be attributable to the angle of the cortical screw providing purchase of the thick cortical bone of both the inferior and superior pedicle isthmus [7]. In regard to multilevel con­structs, Cheng in one cadaveric study demon­strated equivalence of cortical screws with pedicle screws in stabilization of multilevel low-grade spondylolisthesis models [7].
Another cadaveric study compared pedicle screws and cortical screw rod fixation in speci­mens with intact intervertebral disc, transforami­nal lumbar interbody fusion (TLIF) support, or direct lateral interbody fusion (DLIF) support. The authors found that the cortical screw group had comparable stability in flexion/extension and lateral bending when an intact disc was present but the pedicle screw group was stiffer during axial rotation. There was no difference in stability with DLIF. In the TLIF group, they found that the pedicle screw fixation was stiffer than cortical screw fixation during lateral bending [8]. A sepa­rate finite element analysis also reported similar results, with cortical screws having greater pull­out strength and superior resistance to flexion/ extension loading but inferior resistance to lateral
Fig. 29.2 Cross sections of cadaveric vertebrae previ­ously instrumented with cortical trajectory screws (left) and traditional trajectory pedicle screws (right). The blue
circle indicates the amount of cortical bone encountered along each trajectory (Courtesy Medtronic)
29 Cortical Bone Screw Fixation
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Fig. 29.3 Lateral (left), superoinferior (middle), and anteroposterior (right) fluoroscopic views of a cadaveric lumbar vertebra with the trajectories of cortical (green line) and traditional pedicle screws (dashed white line)
bending and axial rotation compared to pedicle screws [9].
In addition, an in vivo biomechanical study comparing pedicle screws and cortical screws was performed by measuring the insertional torque during screw placement in 48 consecutive patients. Matsukawa found that the insertional torque of cortical screws was about 1.7 times higher than pedicle screws [10].
Aside from increased cortical purchase, sev­eral other benefits of the medial to lateral and caudal to cephalad cortical screw trajectory have been reported. A retrospective study of 202 patients who underwent cortical screw placement found the incidence of adjacent cranial facet joint violation by the screw, a phenomenon which can contribute to the development of adjacent level disease, to be lower than or comparable to most historical reports of open or percutaneous pedicle screw placement [11]. Matsukawa et al. have suggested that this unique trajectory may result in a lower rate of damage to neural elements, as a misplaced screw would be less likely to breach medially or inferiorly and injure the thecal sac or exiting nerve root [12].
With regard to clinical outcomes, the largest published series of patients who underwent lum­bar fusion with cortical screws included 79 patients at a single institution with mean follow­ up of 13 months. Snyder reported only one case of screw loosening, two cases of pseudoarthro­sis, and one case of graft migration in the entire
overlaid. Note that the trajectory of the cortical screws has a more medial insertion point compared to the traditional pedicle screw trajectory, as well as a medial to lateral and caudal to rostral trajectory (Courtesy Medtronic)
population. They had no complications caused by misplaced screws in any patients [13]. A ret­rospective study of ten TLIFs performed with cortical screws reported less intraoperative blood loss compared with similar cohorts of patients who underwent TLIFs with pedicle screws placed either via the Wiltse or percutaneous approach. Kasukawa also reported good out­comes at a mean follow-up of 11.4 months with no evidence of hardware loosening and fusion rates comparable to the other groups [14]. Lee performed the first prospective randomized trial comparing 40 cortical screw patients to 39 pedi­cle screw patients in single-level PLIF patients who had minimum 12-month follow-up. The authors found similar fusion rates and improve­ment in pain and functional status between the two groups. They also observed shorter opera­tive time, incision length, and less blood loss in the cortical screw group [15]. These findings are also consistent with a number of other published case reports [
1618].
One early report of clinical outcomes had less than desirable results, with five of eight patients demonstrating evidence of screw loosening and two requiring revision within 1 year [19]. More recently, Cheng experienced a unique intraoper­ative pars fracture while placing cortical screws in 2 of 22 patients, one of which was not discov­ered until the patient subsequently developed complications from screw loosening. The frac­ture spanned from the screw insertion point on
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the lateral border of the pars through the superior facet and into the lateral aspect of the pedicle. The authors performed a cadaveric study and attempted to reproduce the fracture while video recording their screw insertion. They were suc­cessful and discovered that during final screw placement, the head of the screw impinged medi­ally against the lamina and base of the spinous process, suddenly deviating the screw trajectory. The authors attributed the prior group’s high rate of loosening to this phenomenon and recom­mended leaving the screw proud to avoid hub­bing, as well as performing laminectomy before final screw insertion to attempt to avoid this phe­nomenon [20]. Similar concerns over the head of the screw resting on the junction of the spinous process and lamina were voiced by Akpolat et al. [21] who were unable to fully insert some screws because of fear of damage to the lamina or pars.
As a consequence of the shorter trajectory and increased cortical purchase of cortical screws compared to pedicle screws, specialized screws have been developed for use along this trajectory. These cortical bone screws (CBS) differ from traditional pedicle screws in that they have a shorter distance between threads (narrower pitch) and smaller ratio of inner to outer diameter [5]. A cadaveric study investi­gated the differences in pullout strength in both a traditional and cortical bone trajectory when using two screws which were similar except for thread pitch. They found that while the nar­rower pitch screws provided a small increase in pullout strength with both trajectories, it was actually the cortical screw trajectory which had the most significant impact on pullout strength [22]. Wray had similar results and also deter- mined that their findings remained true in both high- and low-density bone groups, suggesting benefits of cortical screws in osteoporotic patients [23].

Indications and Patient Selection

The indications for cortical screws appear to be the same as those for traditional pedicle screws for degenerative lumbar pathology with segmental
instability. These include both degenerative and in some circumstances lytic spondylolisthesis, lum­bar stenosis with instability, recurrent disc hernia­tion, adjacent level degeneration, and pseudoarthrosis. There are a number of situations in which cortical screws may be preferred over pedicle screws. The shorter length and more verti­cal trajectory of cortical screws relative to pedicle screws are less likely to interfere with anterior vertebral body screws and thus may be preferred when adding posterior instrumentation to these patients [13].
As previously discussed, there is biomechani­cal evidence supporting the use of cortical screws in osteoporotic patients, and cortical screws may be preferred over pedicle screws in this popula­tion. Ueno has described a “double-trajectory” technique in which pedicle screws and cortical screws were placed together in all pedicles in a severely osteoporotic patient requiring L1–S1 fusion and correction for degenerative scoliosis. They reported good results at 14-month follow­ up with no hardware complications [24].
The use of cortical screws for “rescue” of a failed pedicle screw has also been examined in a cadaveric biomechanical study. Calvert et al. stressed pedicle screws to failure in an instru­mented lumbar spine model and then replaced them with cortical screws. They found that in addition to retaining 60% of the original pedicle screw pullout strength, the rescue cortical screw provided similar stiffness to that of the primary pedicle screw in flexion/extension and axial rota­tion. The authors also found similar results when testing a pedicle for replacement of a failed corti­cal screw [25].
Rodriguez et al. reported [16] the use of corti­cal screws in pedicles already instrumented with pedicle screws for treatment of adjacent-segment lumbar disease (ASLD) (Fig. 29.4). This method allowed for the treatment of ASLD through a minimally invasive approach without the need for exposure or removal of old hardware. At least one group has reported a hybrid technique in which they use cortical screws cranially and ped­icle screws caudally in single-level fusions [26].
Contraindications to using cortical screws include cases where competent pedicles are
29 Cortical Bone Screw Fixation
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Fig. 29.4 Postoperative anteroposterior (left) and lateral (right) fluoroscopic imaging of a L3–L4 cortical screw construct added above a prior L4–S1 traditional pedicle
lacking, such as in the case of fractured pedicles or pedicles affected by a neoplastic or infectious process. It may be more difficult to place cortical screws when the screw starting point at the junc­tion of pars and transverse process is absent from prior decompression.
The use of cortical screws may be less optimal in spondylolytic vertebrae as a finite element study demonstrated lower fixation strength in all planes of motion compared with a pedicle screw construct. One explanation for these findings is that pedicle screw relies mainly on the trabecular bone within the pedicle for its fixation strength, while the cortical screw relies largely on the pars and adjacent lamina which is lacking in spondy­lolytic vertebrae [27].
Cortical screws can be used both with or with­out additional interbody support. A previously mentioned cadaveric study [9] demonstrated that cortical screws have similar overall stability com­pared to pedicle screws in specimens with intact intervertebral discs, specimens with TLIF sup­port, and specimens with DLIF support. It is at the surgeon’s discretion whether or not to use interbody support with cortical screws, but based on this evidence, the decision-making process should mirror that of pedicle screws.
screw construct. Note that cortical screws were added to the L4 vertebrae without disrupting the existing tradi­tional pedicle screws

Preoperative Considerations

When planning fixation, the surgeon must always keep placement of the more medial head of the cortical screw in mind. In a number of scenarios, such as extending upward from an old construct with pedicle screws or mixing pedicle screws and cortical screws in the same construct, the surgeon may have difficulty lining up rods between corti­cal screw and pedicle screw heads. In this cir­cumstance, the rod would be oriented obliquely instead of vertically as it angles from the more lateral caudal screw heads.
We perform our cortical screw placement with the use of intraoperative fluoroscopy. In the past, we have reported [16] the use of intraoperative navigation for placement of these screws, and we recommend its use when placing a cortical screw in a pedicle which is already instrumented with a ped­icle screw. We have also had good early experience with the use of an intraoperative robot for place­ment of cortical screws. This represents a potential advance which provides the benefit of preopera­tively planning the exact screw trajectory.
Finally, the surgeon should ensure the avail­ability of appropriate cortical bone screws. As previously discussed, screws with a narrower
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pitch provide increased pullout strength over con­ventional cancellous thread patterns, and we rec­ommend their use. In general, we use 5.0 mm diameter by 30–35 mm in length screws.

Surgical Technique

After the induction of general anesthesia, we position the patient prone on two chest rolls on a conventional surgical table. We do not typically perform any additional manipulation at this stage to increase lordosis as we accomplish this pri­marily through the use of lordotic interbody grafts and compression of the screws during final tightening. The correct operative level is identi­fied using fluoroscopy, and a midline incision is marked before prepping and draping in a sterile fashion. We do not the routinely use intraopera­tive monitoring for cortical screw procedures which are generally one or two level procedures. For single-level operations, we make an incision roughly 30–40 mm in length, but this is elongated for multilevel procedures. Once incision is made, it is extended down through the fascia over the paraspinal muscles in the midline. We use the minimal access spinal technologies (MAST) midline lumbar fusion (MIDLF) system (Medtronic, Minneapolis, MN) for retraction. Muscle from the spinous process and lamina of the operative levels are bluntly dissected with the speculum retractor. This speculum retractor has a ruler which is then used to determine the appro­priate MAST retractor blade length. The specu­lum retractor is rotated 90° and opened so that the MAST retractor blade may be inserted between the blades of the speculum retractor over the operative disc space. The other MAST retractor blade is inserted on the contralateral side in the same manner. These MAST blades are then attached to the retractor device which is then used to angle them outward laterally, maximizing the operative field visible through the incision. The retractor is then opened, exposing the opera­tive corridor. The surgeon may then either attach the light source to the retractor and continue the operation using loupes or use the operative microscope.
Prior to screw insertion, bilateral PLIF or TLIF is performed but can be done unilaterally if the surgeon desires. The inferior facets of the superior vertebral level to be fused are amputated using an osteotome and mallet. This exposes the superior facet of the inferior vertebra to be fused which is then removed with a Kerrison rongeur. This bone is then ground for use as autograft later in the case. Some authors have reported that spi­nous processes must be removed in order to reach a necessary angle for the medial to lateral trajec­tomy [20], and this may be performed now as well. The yellow ligament and soft tissues are also removed with the Kerrison rongeur to expose the dura and disc space and to achieve central and lateral recess decompression. The borders of the pedicle at the inferior level are identified with a Woodson elevator or angled curette.
The dura is gently retracted and annulotomy is performed. The disc material is removed with pitu­itary rongeurs and down-pushing curettes. Sequential dilators are used to gradually restore the disc space to its normal height, and a template is used to determine an appropriate interbody device size. Morselized autograft, which may be com­bined with a biologic extender material, is inserted into the central disc space and the implants. The interbody devices are inserted with caution to avoid injury to traversing or exiting nerve roots.
Once interbody fusion is completed, atten­tion is turned to screw placement. The starting point for the cortical screw is approximately 1 mm inferior to the transverse process, 4 mm medial to the lateral aspect of the pars interar­ticularis. If the inferior articular process is dis­rupted due to the patient’s pathology or previous surgery, locating an insertion point for the screw may be difficult. In these cases, a starting point 4 mm medial to the lateral aspect of the pars may be used as a horizontal starting point with a vertical starting point at the level of the superior margin of the intervertebral foramen as seen on lateral fluoroscopy [28]. Relative to an antero­posterior view of the pedicle, the optimal screw insertion point can be imagined projecting from a starting point at the 5 o’clock orientation in the left pedicle and 7 o’clock orientation in the right pedicle [
12].
29 Cortical Bone Screw Fixation
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The trajectory of the screws is caudocephalad and mediolateral. Matsukawa used in vivo mea­surements of insertional torque to determine an ideal trajectory for placement of cortical screws and found it to be 25–30 degrees cranially and 10 degrees laterally along the inferior border of the pedicle [29].
The entry point and trajectory are confirmed prior to and during pilot hole drilling using the C-arm for fluoroscopic imaging. The entry point is made using a high-speed drill with a routing bit measuring approximately 2 mm at the tip. During drilling, we frequently pause to confirm the tip remains in cortical bone by tapping the bit against the bottom of the hole. AP and lateral fluoros­copy can be used to verify the correct screw tra­jectory. The tip of the drill is slowly advanced to approximately 30 mm. We inspect the tract to ensure no breach has occurred before tapping with the 5.0 or 5.5 mm cortical thread tap. The hole is reinspected for a breach after tapping and the screw is then inserted. This is repeated for the remaining cortical screws to be placed (Fig. 29.5).
For screws placed at S1, we modify our tech­nique slightly. At this level, we identify the medial and superior borders of the S1 pedicle during the decompression. The routing drill bit is then used to drill a tract with a “straight-in” tra­jectory into the S1 pedicle. We also place a larger diameter screw at this level, usually 7.5 mm.
The rods are inserted and secured with set screws tightened under compression to help secure segmental lordosis. We then close fascia and skin in a usual fashion and cover the incision with a topical skin adhesive.

Illustrative Case

History

injections which helped at first but were no longer providing her any relief. She endorsed some relief when lying flat, but her pain was refractory to pain medication. She had also tried physical therapy with no relief.

Physical Exam

On examination, the patient was noted to have an antalgic gait. Patellar and Achilles deep tendon reflexes were present but decreased in amplitude. She endorsed hypoesthesia to light touch in the lateral and posterior left lower extremity. She had significant pain with straight leg raise on the left. All lower extremity muscle groups appeared full strength, and she had no signs of myelopathy.

Radiographical Imaging

Magnetic resonance imaging of the patient’s lumbar spine revealed a Grade 1 degenerative spondylolisthesis at L5–S1 with disc collapse and foraminal stenosis (Fig. 29.6). Dynamic radiographs of her lumbar spine demonstrated a 9 mm anterolisthesis of L5 on S1 which wors­ened with flexion.

Treatment

She was taken to the operating suite where a MAST bilateral L5–S1 PLIF was performed with cortical screws at L5 as previously discussed. The described “straight-in” trajectory was used for the S1 screws. Her hospital course was uneventful, and she was discharged home on the second postoperative day.
A 74-year-old female presented with complaints of radicular pain in the right lower extremity as well as midline axial back pain. The pain had been present for more than 10 years but had been gradually worsening and had recently progressed to include numbness and weakness with standing. She had undergone multiple epidural steroid

Outcome

Lumbar radiographs obtained immediately post­ op and at 1-month, 3-month (Fig. 12-month follow-up showed good hardware placement with no evidence of screw back out or loosening. At her 1-month postoperative visit, she
29.7), and
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Fig. 29.5 Postoperative AP (top left) and lateral (top right) radiographs demonstrating cortical screw fixation
of L4 and L5 vertebral bodies. Axial CT imaging in the
reported an improvement in her leg numbness and a resolution of her radicular pain. Twelve months postoperatively, she reported a complete resolu­tion of all her symptoms and noted that she had lost 20 lbs through an exercise program she had previously been unable to participate in.

Technical Pearls

• Surgeons may initially use CT-guided navigation
or both AP and lateral fluoroscopy while gaining
familiarity with the trajectory to help avoid pedi-
cle breach and optimize bone screw fixation.
same patient demonstrating screw trajectory in both L5 (bottom left) and L4 (bottom right)
• Given the medial trajectory starting point for CBT, the technique can be easily incorporated with midline minimally invasive systems.
• Visually confirm the lateral pars and trans­verse process junction before initial pilot drill­ing. Occasionally contours in the lamina pars junction may be misleading and lead to a medial screw placement.
• The length of the drill bit must equate to the proposed length of the screw. Inadequate drill depth may lead to fracture of the lateral corti­cal wall.
• Should the lateral pars fracture upon insertion of the screw, this is easily converted to a
29 Cortical Bone Screw Fixation
Fig. 29.6 Preoperative lateral fluoroscopic imaging dem­onstrating a Grade 1 spondylolisthesis at L5–S1
397
traditional pedicle screw approach as a sal­vage technique without requisite addition of the adjacent level.

Complications and Strategies for Avoidance

Placement of the screw in S1 requires a slightly modified technique. At this level, an alar cortical screw trajectory can lead to damage of the travers­ing L5 roots. In our early experience, 2 of 21 patients who underwent CBT sacral fixation with an attempted alar trajectory required subsequent revision due to impingement of the L5 nerve roots. We now use shorter screws with a “straight- in” tra­jectory at S1. The tips of these screws terminate within the sacrum. Other authors have described a similar trajectory with the tip of the screw pene­trating the S1 superior end plate [30]. Caution should be taken with placement of cortical screws at this level, and the surgeon may want to consider
Fig. 29.7 Postoperative anteroposterior (right) and lateral (left) fluoroscopic imaging demonstrating the posterior lum- bar interbody fusion performed at L5–S1 using cortical screws in the L5 vertebral body
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an intraoperative O-arm CT after placement of these screws if CT-guided navigation is not used.
Salvage of a pedicle fracture during insertion of a cortical screw with a pedicle screw has been described in the literature [14] and may be of benefit in this situation.

Conclusion

Cortical bone trajectory screws are an exciting new addition to the armamentarium of spinal techniques. Their more medial insertion point provides for a faster, less invasive exposure than traditional trajectory pedicle screws while still maintaining similar biomechanical strength.

References

1. Santoni BG, Hynes RA, McGilvray KC, et al. Cortical
bone trajectory for lumbar pedicle screws. Spine J. 2009;9(5):366–73.
2. Hung C-W, Wu M-F, Hong R-T, Weng M-J, Yu G-F,
Kao C-H. Comparison of multifidus muscle atrophy after posterior lumbar interbody fusion with con­ventional and cortical bone trajectory. Clin Neurol Neurosurg. 2016;145:41–5.
3. Hirano T, Hasegawa K, Takahashi HE, et al. Structural
characteristics of the pedicle and its role in screw sta­bility. Spine. 1997;22(21):2504–9–discussion 2510.
4. Mai HT, Mitchell SM, Hashmi SZ, Jenkins TJ, Patel
AA, Hsu WK. Differences in bone mineral density of fixation points between lumbar cortical and tradi­tional pedicle screws. Spine J. 2015;16(7):835–41.
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RF. Pedicle screw insertion angle and pullout strength: comparison of 2 proposed strategies. J Neurosurg Spine. 2011;14(5):670–6.
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logical loads on cortical and traditional pedicle screw fixation. Spine. 2014;39(22):E1297–302.
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13. Snyder LA, Martinez-Del-Campo E, Neal MT, et al. Lumbar spinal fixation with cortical bone trajec­tory pedicle screws in 79 patients with degenerative disease: perioperative outcomes and complications. World Neurosurg. 2016;88:205–13.
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16. Rodriguez A, Neal MT, Liu A, Somasundaram A, Hsu W, Branch CL. Novel placement of cortical bone trajectory screws in previously instrumented pedicles for adjacent-segment lumbar disease using CT image­guided navigation. Neurosurg Focus. 2014;36(3):E9.
17. Berjano P, Damilano M, Ismael M, Formica C, Garbossa D. Erratum to: Minimally invasive PLIF with divergent, cortical trajectory pedicle screws. Eur Spine J. 2015;24(5):654–5.
18. Ninomiya K, Iwatsuki K, Ohnishi Y-I, Ohkawa T, Yoshimine T. Clear zone formation around screws in the early postoperative stages after posterior lumbar fusion using the cortical bone trajectory technique. Asian Spine J. 2015;9(6):884–8.
19. Glennie RA, Dea N, Kwon BK, Street JT. Early clini­cal results with cortically based pedicle screw tra­jectory for fusion of the degenerative lumbar spine. J Clin Neurosci. 2015;22(6):972–5.
20. Cheng WK, Akpolat YT, ønceo÷lu S, Patel S, Danisa OA. Pars and pedicle fracture and screw loosening associated with cortical bone trajectory: a case series and proposed mechanism through a cadaveric study. Spine J. 2016;16(2):e59–65.
21. Akpolat YT, ønceo÷lu S, Kinne N, Hunt D, Cheng WK. Fatigue performance of cortical bone trajec­tory screw compared with standard trajectory pedicle screw. Spine. 2016;41(6):E335–41.
22. Ueno M, Sakai R, Tanaka K, et al. Should we use cortical bone screws for cortical bone trajectory? J Neurosurg Spine. 2015;22(4):416–21.
23. Wray S, Mimran R, Vadapalli S, Shetye SS, McGilvray KC, Puttlitz CM. Pedicle screw placement in the lumbar spine: effect of trajectory and screw
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design on acute biomechanical purchase. J Neurosurg Spine. 2015;22(5):503–10.
24. Ueno M, Imura T, Inoue G, Takaso M. Posterior correc­tive fusion using a double-trajectory technique (cortical bone trajectory combined with traditional trajectory) for degenerative lumbar scoliosis with osteoporosis: technical note. J Neurosurg Spine. 2013;19(5):600–7.
25. Calvert GC, Lawrence BD, Abtahi AM, Bachus KN, Brodke DS. Cortical screws used to rescue failed lum­bar pedicle screw construct: a biomechanical analysis. J Neurosurg Spine. 2015;22(2):166–72.
26. Takata Y, Matsuura T, Higashino K, et al. Hybrid tech­nique of cortical bone trajectory and pedicle screwing for minimally invasive spine reconstruction surgery: a technical note. J Med Investig. 2014;61(3–4):388–92.
27. Matsukawa K, Yato Y, Imabayashi H, Hosogane N, Asazuma T, Chiba K. Biomechanical evaluation
of lumbar pedicle screws in spondylolytic verte­brae: comparison of fixation strength between the traditional trajectory and a cortical bone trajectory. J Neurosurg Spine. 2016;24(6):1–6.
28. Iwatsuki K, Yoshimine T, Ohnishi Y-I, Ninomiya K, Ohkawa T. Isthmus-guided cortical bone tra­jectory for pedicle screw insertion. Orthop Surg. 2014;6(3):244–8.
29. Matsukawa K, Taguchi E, Yato Y, et al. Evaluation of the fixation strength of pedicle screws using cortical bone trajectory: what is the ideal trajectory for opti­mal fixation? Spine. 2015;40(15):E873–8.
30. Matsukawa K, Yato Y, Kato T, Imabayashi H, Asazuma T, Nemoto K. Cortical bone trajectory for lumbosacral fixation: penetrating S-1 endplate screw technique: technical note. J Neurosurg Spine. 2014;21(2):203–9.