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194
M.Y. Wang
Fig. 20.3 Kambin’s triangle
through this route. Because use of this corridor does not require neural retraction (or potentially even visualization), it is an important confi ne. The typical maximal cylindrical passage through Kambin’s triangle is 7 mm. Thus, cages that can be inserted through this space and expanded inside the disc space present the opportunity for truly MIS or percutaneous interbody fusion.
this action can be controlled. Furthermore, these devices can often be reduced in height as well to adjust placement. Disadvantages include a more limited footprint on the endplates and an inability to fuse the contact surface between cage and bone.
In Situ Assembly Modular – These devices are mechanical in nature and are assembled with the body. Modularized components are attached together after placement into the disc space. These devices have the same footprint disadvantages as micromechanical cages but have the potential to be placed from a smaller access route (Fig. 20.5 ).
In Situ Assembly-Contained Deformables – These devices are assembled in the disc space. However, the components are “fl owable” either due to their small size or their liquid nature. Semisolid implants rely on the concept of “gran­ular packing” within a containment bag to achieve a fi nal solid structure (Fig. 20.6 ) [ 6 ]. Liquid implants are still theoretical for ASD and polymerize in situ. These implants are currently limited to the application of annular repair after microdiscectomy, but they hold a promising future for deformity correction.

20.6 Case Illustration

20.5 The Role of Expandable Cages

One of the “Holy Grails” of MIS surgery has been the ability to place a relatively large implant through a smaller soft tissue or bony opening. Proper con­tact of the endplates is necessary for anterior load sharing and a successful arthrodesis. For ASD, this also affords the opportunity to distract the disc height symmetrically or asymmetrically in order to correct a kyphoscoliosis. In general three types of expandable cages are available:
Micromechanical – These cages are typi- cally of a lower height that can be “jacked up” after placement to elevate the intradiscal space (Fig. 20.4 ). Because of the mechanical nature of these devices, they can typically place signifi cant force selectively in the rostral-caudal plane and
A 53-year-old male presented with severe and intractable back and leg pain. He had failed all conservative measures and was found to have symptoms predominantly due to a spondylolis­thesis. After full discussion on the various surgi­cal alternatives for treatment, the patient elected to undergo an L4/5 MIS TLIF (Fig. 20.7 ).
The surgical technique involved a midline skin incision followed by selective unilateral opening of the soft tissue envelope at the levels of the disc space. A hemilaminotomy was used on the side of the leg pain to expose the exiting L4 and traversing L5 nerve roots. The disc is then removed in a fashion similar to an aggressive microdiscectomy, with care to properly prepare the vertebral endplates for fusion by denuding them of cartilage. Disc space preparation was accomplished using “insert and rotate” shaver dilators, rongeurs, and curettes through a 7 mm
20 Expandable Cages for Lumbar Spinal Deformity
a
195
b
c
d
Fig. 20.4 ( a ) Intervertebral height restoration using a micromechanical cage elevates the disc space similar to a car jack. ( b – d ) Example of a micromechanical expandable TLIF cage
ab
Fig. 20.5 ( a ) Example of an in situ assembly modular cage inserter. ( b ) The implant is composed of PEEK leafl ets which stack together to elevate the disc space after insertion
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annular opening. After the vertebral endplates had been denuded of cartilage, 1/2 of a small rhBMP-2 kit (2.1 mg) was placed into the ante­rior disc space, followed by autograft bone saved from the decompression.
A 25 mm expandable interbody cage (Spineology™, Minneapolis, Minnesota) was fi lled internally with allograft paste ( demineralized bone matrix). This elevated the disc space providing for fusion, correcting the
ab
spondylolisthesis, and indirect decompression of the nerve roots bilaterally. It should be noted that the use of rhMP-2 and Spineology™ cages in this setting is an off-label use per Food and Drug Administration (FDA) guidelines [ 3 , 4 ]. After crimping the cage shut to seal it, the area was washed with irrigation to remove any allograft carrier matrix. This is followed by percutaneous screw and rod placement without manipulation of the hardware to correct the spondylolisthesis.
c
d
Fig. 20.6 ( a – e ) Example of an in situ assembly-contained deformable cage that is composed of a polymeric sac that is fi lled internally with allograft after insertion into the disc space
20 Expandable Cages for Lumbar Spinal Deformity
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e
Fig. 20.6 (continued)
a
Postoperatively the patient had a rapid recovery with improvement of both leg and back pain.

Conclusions

Expandable cages offer the opportunity to sig­nifi cantly reduce the morbidity of MIS ASD surgeries. Powerful anterior corrective forces can potentially be applied through these implants, and several options already exist and are commercially available. In addition, a tall cage can be inserted through a collapsed disc space more easily. The ideal implant has yet to be developed, but regardless of the spacer used, successful arthrodesis is critical to the long-term success of any ASD surgery.
b
c
Fig. 20.7 ( a – c ) Treatment of an L4/5 spondylolisthesis using an infl atable cage to restore anterior column height. This method allows easy access through Kambin’s triangle into a collapsed disc space without nerve root retraction
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References

1. Barnes B, GE R, Haid R, Subach B, McLaughlin M.
Allograft implants for posterior lumbar interbody fusion: results comparing cylindrical dowels and impacted wedges. Neurosurgery. 2002;51:1191–8.
2. Brantigan J, Neidre A, Toohey J. The lumbar I/F cage
for posterior lumbar interbody fusion with the vari­able screw placement system: 10-year results of a Food and Drug Administration clinical trial. Spine J. 2004;4:681–8.
3. Burkus JK, Transfeldt EE, Kitchel SH, Watkins RG,
Balderston RA. Clinical and radiographic outcomes of anterior lumbar interbody fusion using recombinant
human bone morphogenetic protein-2. Spine. 2002; 27:2396–408.
4. Glassman SD, Carreon L, Djurasovic M, Campbell MJ, Puno RM, Johnson JR, Dimar JR. Posterolateral lumbar spine fusion with INFUSE bone graft. Spine J. 2007;7:44–9.
5. Heary R, Karimi R. Correction of lumbar coronal plane deformity using unilateral cage placement. Neurosurg Focus. 2010;28:E10.
6. Wang MY. Improvement of sagittal balance and lumbar lordosis following less invasive adult spinal deformity surgery with expandable cages and per­cutaneous instrumentation. J Neurosurg Spine. 2013;18:4–12.

Lumbar Endoscopic Fusion

Gun Choi , Guilherme Pereira Corrêa Meyer , and Daniel H. Kim
2 1

21.1 Introduction

Spinal fusions have been performed for nearly a century for a variety of conditions. Interbody fusion is an effective method and it is associated with high fusion rates [ 1 ]. Traditionally, the abil- ity to achieve adequate exposure to perform these procedures required an open surgical approach. However, with the advent of newer techniques and technology, combined with an improved under­standing of surgical anatomy, newer minimally invasive techniques have been developed [ 2 , 3 ].
At the same time, the endoscope is a pow­erful tool. It allows us a good illumination and visualization of spaces that were only seen through large exposures. For this reason it is used in several different medicine fi elds. For lum­bar spine it is not different. Several advantages are related to minimally invasive approaches
G. Choi , MD, PhD Director of Endoscopic Spine Center, Hanyang Medical College, Wooridul Spine Hospital , Seoul , Korea
G. P. C. Meyer , MD Hospital Albert Einstein , Av. Jurua, 706 , Alphaville Industrial , São Paulo
D. H. Kim , MD, FAANS, FACS (*) Department of Neurosurgery, Reconstructive Peripheral Nerve Surgery , University of Texas Medical School at Houston , 6400 Fannin, Suite 2800 , Houston , TX 77030 , USA
Baylor College of Medicine , Houston , TX , USA e-mail: daniel.h.kim@uth.tmc.edu
like less intraoperative blood loss, less postop­erative pain, decreased postoperative narcotic usage, early ambulation, and decreased length of hospital stay [ 36 ].
Indications for an endoscopic fusion are simi­lar to a conventional fusion surgery. It includes grade I or II spondylolisthesis, recurrent disc her­niations, severe discogenic back pain, instability, and pseudarthrosis. There are relatively few con­traindications to minimally invasive instrumenta­tion: obesity (body mass index (BMI) >40), advanced spondylolisthesis (grade 3 or 4), three or more levels, and previous surgery if instru­mentation removal is needed.
Here we describe four different types of lum­bar endoscopic fusions: endoscopically assisted transforaminal lumbar interbody fusion (ETLIF), laparoscopic anterior lumbar interbody fusion (LALIF), endoscopic lateral lumbar interbody fusion (ELLIF), and percutaneous endoscopic lumbar interbody fusion (PELIF) (Fig.
21.1 ).

21.2 ETLIF

In 1952 Cloward described the posterior lumbar interbody fusion procedure (PLIF) [ 7 ], and later Harms and Rolinger introduced the transforami­nal lumbar interbody fusion (TLIF) in 1982 for the management of degenerative spinal disor­ders that necessitate interbody fusions [ has the advantage of less neural retraction in comparison to PLIF during the cage insertion [ Moreover there is no need to expose the epidural
8 ]. TLIF
9 ].
M.Y. Wang et al. (eds.), Minimally Invasive Spinal Deformity Surgery, DOI 10.1007/978-3-7091-1407-0_21, © Springer-Verlag Wien 2014
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4
3
Fig. 21.1 Different endoscopic approaches to the spine: 1 , endoscopically assisted transforaminal lumbar inter­body fusion (ETLIF); 2 , endoscopic lateral lumbar inter- body fusion (ELLIF); 3 , laparoscopic anterior lumbar interbody fusion (LALIF); 4 , percutaneous endoscopic lumbar interbody fusion (PELIF)
1
space bilaterally [ 10 ]. ETLIF combines the advantages of TLIF with a minimal access expo­sure. The inherent muscle damage from subperi­osteal dissections and retraction that have been demonstrated objectively through several studies is believed to adversely affect clinical outcomes [ 1115 ]. ETLIF decreases muscle damage by splitting the muscles fi bers without cutting or sig­nifi cantly retracting them. Tubular retractors with the assistance of an endoscope view can provide a minimally invasive exposure. There is no need for a microscope once it is possible to see clearly the neuro structures and even inside the disc space in order to check the adequate endplate preparation. Moreover, the microscope has a pro­pensity for contamination because of unknown contact with unsterile parts of the surgeon, and it can be a source of infection [ 16 ].
21.2.1 Indications: Special Considerations
ETLIF is specially indicated in case of unilateral foraminal stenosis. This allows direct foraminal decompression. If bilateral foraminal decompres-
sion is needed, a bilateral approach for adequate decompression should be used [ 1719 ]. It’s also a particularly useful approach because there is no need for an access surgeon.
21.2.2 Surgical Technique
2
After a carefully preoperative planning and eval­uation, the patient is brought to the operation room. Somatosensory evoked potential (SSEP) can be used to increase the safety of the proce­dure in special cases. Patient is prone positioned and care is made to insure adequate padding of all pressure points. The surgeon should stand on the same side of the approach that usually cor­responds to the most symptomatic side. In case there is no difference between sides, a right­handed surgeon should stay on the patients left side. Fluoroscopy is used to confi rm the level. The 2.5-cm incision is placed 3–4 cm from the midline, and it goes from the superior pedicle to the inferior pedicle centered on the disc space. A Steinmann is placed vertically under lateral fl uoroscopy toward the facet complex over the pathological disc space. After confi rming the correct positioning, serial soft tissue dilators are introduced (METRx; Medtronic Sofamor Danek, Memphis, TN). For ETLIF a 20-mm or larger working channel is needed.
A monopolar cautery is used to dissect the soft tissue and expose the lamina, isthmus, and facet joint (Fig. 21.2a ).
It is safer to begin laterally where bone is apparent. To maximize the working space is essential to remove all the soft tissue overhanging the anatomic structures. If the medial facet, lateral interlaminar window, and lamina are not clearly seen, the working channel should be repositioned.
Next step consists in a generous hemilaminec­tomy and facetectomy to expose the lateral aspect of the dural sac and the superior and inferior nerve roots (Fig. 21.2b ).
The endoscope magnifi es the view. Surgeon hands may obstruct the vision when working in small fi elds like tubular retractors with a micro­scope. Endoscopic vision eliminates this draw­back. High-speed drills, osteotomes, and Kerrison punches are used. The bone removed and spared is
21 Lumbar Endoscopic Fusion
ab
c
201
Fig. 21.2 ( a ) The working channel should be centered on the facet joint with the disc space beneath it. It is impor­tant to see the medical facet, lateral interlaminar window, and lama. ( b ) After removing the facet joint and some
later used as autograft in the interbody fusion. After visualization of the nerve roots, the exiting nerve root is protected or gently retracted laterally. Dural sac and traversing nerve are gently retracted medially to expose the disc space (Fig. 21.2c ).
Epidural veins overlaying the disc space may be cauterized with a bipolar cautery. At this moment discectomy is done with a scalpel no.15. The disc material and endplate preparation is done with curettes, pituitary rongeurs, reamers, and plate scrapers using standard technique. The cage’s size is measured in preoperative exams and confi rmed using a trial. Disc space is then partially fi lled with graft. We usually use allograft
lamina, the disc, exiting and traversing root, is exposed. ( c ) Gently retracting and protecting the neuro structures, we can access the disc and proceed with the discectomy
mixed with autograft collected from the laminot­omy site. The cage is also fi lled up with this mix­ture of grafts. Chisel is then used to create space for the cage insertion. Endoscopic view allows a better visualization and increases the safety dur­ing these steps (Fig. 21.3 ).
Fluoroscopic view is used in the lateral posi­tion to confi rm the appropriate cage depth. At this step the working channel should be angled to the opposite side. This allows a better angle for the cage placement (Fig. 21.4 ).
After the cage insertion, the pedicle screws are inserted percutaneously. Insertion of pedicle screws through a midline approach requires
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Fig. 21.3 Endoscopic images. ( a ) Exposure. ( b ) Discectomy. ( c ) Bone chip insertion. ( d ) Cage insertion
a
Cranial
b
Cranial
c
Cranial
Medial
Lateral
Medial
Lateral
Medial
Caudal
Caudal
Caudal
Dura
Suction
Root
Dura
Root
Retractor
Disc
Discectomy site
Dura
Bone chip insertion
Lateral
d
Cranial
Medial
Lateral
massive retraction of the multifi dus muscle, sub­jecting the muscle to high retraction pressures and disruption of its osseo-tendinous attachments and neurovascular supply [ 14 ]. Percutaneous screws avoid such muscular injuries. The work­ing channel and endoscope are removed and the procedure is done using the C-arm.
The percutaneous pedicle screw technique begins with a Jamshidi-type trocar needle that is placed under fl uoroscopic control through the previous incision. In the opposite site, the screws
Root
Dura
Cage
Caudal
Root
are placed through separate incisions. A true anteroposterior view with the spinous process centered between each pedicle and a fl at superior endplate of the corresponding vertebra and a lat­eral view with the pedicles and endplate parallels are essential. This can avoid inadvertent malposi­tioning of the screws. Once the needles are cor­rectly positioned inside the pedicle, the stylets are removed and guide wires inserted (Fig. 21.5 ).
The guide wire is then used to direct cannu-
lated taps and screws into the pedicle. C-arm
21 Lumbar Endoscopic Fusion
Fig. 21.4 After preparing the endplate, the retractor and endoscope are angled. We should see bleeding endplates without breakage. The endoscope is removed and the cage is inserted
203
1
2
Fig. 21.5 Percutaneous placement of Jamshidi needles through the pedicle. Needle stylets are replaced by guide wires. The needles are removed and taps create the path­way for the screws
l ateral view is important to ensure that the K wire is not advancing. Once the pedicle screws are positioned, the rods are placed percutaneously and then connected. We change the patient’s position into lordosis to avoid a “fl at back” before fi xing the rods. C-arm is used in lateral view and then in AP view to confi rm the appropriate implants positioning (Fig. 21.6 ).
The wound is irrigated, hemostasis is con­fi rmed, and the fascia and skin are closed in a layered fashion. A subfascial drain might be placed for 24 h.

21.3 LALIF

Laparoscopic lumbar discectomy was described in 1991 by Obenchain [ 20 ]. The technique was then modifi ed to allow anterior fusion and posterior instrumentation. The use of an anterior approach preserves the posterior muscles and avoids related complications. Moreover, the cages can be big­ger when compared to posterior and posterolateral approaches. In addition the laparoscopic approach allows good visualization, decreases the blood loss, and has excellent cosmetic results. However ante­rior approaches have potential injury to large vessels and retrograde ejaculation as their main drawbacks, and LALIF requires long learning curve [ 21 ].
Due to the vascular anatomy at the L4–5 disc level where the large abdominal vessels bifurcate and override the disc space, the technical feasibil­ity differs signifi cantly between L4–5 and L5–S1 levels.
For L5–S1 LALIF have good results quite similar to mini-open ALIF. Blood loss and hospi­tal stay are decreased, and the clinical outcome is