Jorarirnl of Orthopedic Research 18912-Yl9 ' f i e Journal of Bone and Joint Surgery. Inc. 02000 Orthopaedic Research Society Quantitative Assessment of In Vivo Bone Regeneration Consolidation in Distraction Osteogenesis Henning Windhagen, "Stefan Kolbeck, "Hermann Bail, *Arne Schrneling, and *Michael Raschke Department of Orthopedic Surgery, Hannover Medical School, Hanmvel; and "Depiwtment of Trauma Surgery, Chariti, Huniboldt- University Berlin. Berlin, Germany Summary: We present a new method for quantitatively assessing the consolidation of bone regeneration by performing distraction osteogenesis in micropigs. We measured in vivo stiffness using a newly developed. re- volving, bone-healing meter. After the micropigs were killed, we obtained maximum torsional moment data for the regenerated bones by destructive mechanical testing, and we then correlated these data with the data for stiffness. We found a highly significant regression between in vivo stiffness and maximum torsional moment (r' = 0.80), suggesting that monitoring stiffness may be useful for the prediction of bone regeneration in distraction osteogenesis. Therefore, our method may be a reliable tool for future quantitative monitoring of healing progress in patients with healing bones or in animal studies addressing treatments to increase bone formation in long-bone defects. ~ Distraction osteogenesis creates bone mass through controlled distraction of vital bone surfaces. It has been used successfully for bridging bone defects in trauma and bone tumor surgery. Its advantages over bone-grafting techniques include its low infection risk and its virtually unlimited bone mass; however, its major disadvantage is the long duration of treatment. In general, for each millimeter of length gained in distraction, the patient needs roughly 3 days of treatment. At a distraction rate of approximately 1 mm/ day, the patient requires 1 day for distraction and 2 days for consolidation. A 10-cm-long defect-as seen in tumor and trauma surgery-requires a distraction phase of about 100 days and roughly 200 days of consolidation. Thus, this treatment often lasts longer than a year. Although the distraction rate has been shown to be constantly successful for different regions of the body and for different patients, large differences in consolidation time are obvious. Secondary to the long time of consolidation is the difficulty deciding when t o remove the stabilizing frame that the patient is required to carry during distraction and consolidation. Several authors have focused their work on the value of regenerate-zone imaging for prediction of consolidation: Eyres et al. (13), Blane et al. ( 3 ) ,Walker et al. (39), and Minty et al. (25) demonstrated the qualita- tive value of radiography, ultrasonography, and dual energy x-ray absorptiometry for detecting the stage of Consolidation. Quantitative assessments in fracture regeneration were performed by Panjabi et al. (28) and Nicholls et al. (27), who showed difficulties in monitoring early stages of healing. Considering these methodological problems, clinical diagnostic tools are needed to accurately predict the actual load-bearing capacity of the consolidating bones and to determinc when the external fixator should be removed. Several studies on force measurements during the healing process in distraction osteogenesis have been published. However, most of these studies focus on the distraction phase and measure forces or strain generated during different regimens of bone lengthening (1,21,22,36,38,40,42,43). On the other hand, only a few attempts focus on the consolidation phase and quantify the load-bearing capacity of the consolidated bone (10). Although bone fractures and distraction osteogcnesis exhibit differcnt characteristics in cellular and mechanical regeneration, the principles of quantifying the consolidation of fracture regeneration may be applicable for distraction osteogenesis as well. Manual biomechanical methods for measuring bone rigidity under minimal forces have been developed by Matthews et al. (24). Hammer et al. ( 2 5 ) assessed stiffness from radiographs taken under bending moments. Other authors (2,4,6,18) instrumented external fixators with micrometers. strain gauges, or load cells and measured the axial stiffness of fracture sites. Received May 28, 1999; accepted February 1. 2000. Address correspondence and reprint requests to H. Windhagen at Department of Orthopaedic Surgery, Hannover Medical School. 30625 Hannover. Germany. E-mail: windhagenmannastift. de 912 M E A S U R E M E N T S OF B O N E TORSIONAL STIFFhTESS 91.3 FIG. 1. Radiographic view of thc extcrnal fixator sctup with double ring, pin-fixation and osteotomy. The first clinically usable device to measure absolute levels of stiffness with a removable force plate and gonionieter for measuring bending stiffness was prcsented by Churches et al. (8) and further developed by Evans et al. (12). Although this method provided a promising principle and clinical usage was demonstrated (34). it had some disadvantages: the indirect method by which $train was measured in the fixator column exhibited large errors. whercas the direct method required disassembly of the fixator for nieasurements. Furthermore, a high risk ot bone malalignment exists during mcasurcment and reassembly with this procedure. To address this problem, we developed a new de- vice for measuring hone stil'Incss in vivo. The device is integrated into an external ring fixator that is standardly used to stabilize bone fragments in distraction osteogenesis. It allows in vivo measurements of torsional stiffness. from which the progress in bone healing can be estimated. In addition, the device can bc used with various fixator designs and allows repetitive measurements during trcatment without the need for fixator removal and the associated complications. As previously demonstrated in an in vitro study using a rubber model for simulating fractures, thc method exhibited an accuracy of 9% for stiffness measurements between 0.1 and 2.4 NmP, where accuracy was defined as the mean difference between gold FIG. 2. Principle of the in vivo torsional measurement system. With comprcssion of the grip, the two bone fragments are rotated against each other. Moment and angular displaccmcnt are calculated from the longitudinal variable differenlial transduccr (LVDT) and load-cell data rccording. (Printed with permission of Blsevier Science Tnc.) 914 H. WINDHAGEN ET AL. FIG. 3. Measurement procedure: the animal is placed in a hangniat (A), the locking bolts are removed (B), the measurement grip is atlached to the fixalor (C), and measurements are performed by manual grip compression (D). standard values and the observed stiffness values, divided by the gold standard. Furthermore, a 1.76.0% precision-compared with a 0.32-4.60% precision for a materials testing machine over the same load range-was demonstrated. where precision was expressed as the coefficient of variation from repeated measurements (41). This study sought to determine whether torsional stiffness measurements made with this newly developed device accurately predict the failure load of healing bones. With use of a porcine model of distraction osteogenesis, in vivo torsional stiffness measurements of bone under minimal forces were compared with torsional strength measurements made ex viva Nephews, Memphis, TN, USA.),connected with three 4.5-mrn threaded rods to a 10-cm-diameter distal double ring. The double rings were combined with a bearing machined from polycarbooate that allowcd rotation of the two half-rings against cach other (Fig, 1), Rillg dimensions alld position of the ring holes equal to a standard 100-nim ring of thc Jlizarov External Fixation System (Smith and Nephews). Thus. hecause standard dimensions werc used; the douhle ring could he connected LO any external fixator. MATERIALS AND METHODS The left lower limbs of 30 micropigs (Charles River France, Saint Aubiii Les Elbeuf, France) were osteotomized and fixed with an external fixator. The micropigs were part of an unrclated pharmacological study (32). All cxperinicnts wcrc performed according to the Principles of Laboratory Animal Care (National Institutes of Health publication no. 86-23, revised 1985; and German Law "Tierschutzgesetz" 0351 abstract 18). Approval was also obtained by the government review board. A fixator frame was assembled with use of a lO-cm proximal half-ring (Smith and FIG. 4. Mechanical test setup. 915 M E A S U R E M E N T S OF B O N E TORSIONAL STIFFNESS 0,o 5 0 10 15 20 25 35 30 maximum torsional moment (Nm) FIG. 5. Linear regrcssion between data for stiffness and maximum torsional moment The proximal ring of the double ring was connected to bone parts proximal to the osteotomy gap. and the distal ring was connected to bone parts distal to the fracture gap. For locking purposes, i.e.. in the normal configuration when measurements are not being made, four sagittal screws were bolted through the rings; this prohibitcd rotation of tlie proximal and distal rings. 'Thc fixator frame was connected to tlie bones with usc of 5-nim stainlcsssteel pins (Synthes, Paoli. PA, U.S.A.). The lower limbs wcrc distractcd along thc thrcadcd rods at 2 midday for 10 days and then wcre allowcd to consolidatc for 10 days. During thc last day of consolidation, dynamic nieasurcments were made with a rcmovable measuring unit dcsigncd to fit thc doublc rings of the fixator. Thc measurement unit is dcsigncd in thc shapc of a grip with two bars and two handles (Fig. 2); one bar of the grip fit to a fork at the proximal ring. and the other bar fit to a fork at the distal ring. The grip was instrumented with a 20-mm longitudinal variable differential transducer and a 500-N load cell (both: Hottinger Baldwin, Frankfurt, Germany). These sensors were connected to a powcr amplifier and A/D signal conditioner, and digital signals werc processcd with use of a standard personal computer and LA- 0 1 2 BTCCH software (Labtech 4: Labtech. Andovcr. MA, U.S.A.). The longitudinal variable differential transducer was mounted between the grip bars in such a way that displacements and grip between the grip ends were mcasurcd. Thc load cell was placed at one bai- end. thus nionitoring all forces transmitted from the grip to thc ring system. For mcasuremcnt, the grip was mounted with its bars attached to both thc proximal and distal rings ol' the Cixator double ring (Fig. 3 ) . Thc locking bolts were removed. To perlorm the dynamic mcasurement. the test conductor carefully compressed the handlcs, thercby rotating the distal and proximal rings against each other. Applicd forccs and resulting displacements were continuously monitored. Forccs and displaccment were automatically converted into torsional moments and corrcsponding angular displacements. A moment-rotation curve was displayed in rcal tinic, and the information from the test conductor was used to terniinate tests at 6" of torsional angulation or 0.6 Nni of moment. whichever parameter was reached first. The moment-displacement curves had two portions divided by a sudden sharp increase in slope. A linear regression was performed for datum points for the portion 3 4 5 6 Angu I ati on (degre e) FTG. 6. A and B Typical inonicnt-angular displacement curves for rigidly fixed pins ( A = late hcaling phasc, B = early healing phase). C: A typical moment-angular displacement curve for a loosencd pin. H. W l N D I I A G E N E T A L 916 after the sharp increase in slope. The slope coefficient of this curve was defined as the initial torsional stiffness. Aftcr the micropigs were killed, thc tibia1 bones were removed, embedded in methylmethacrylatc, and mounted in a materials testing machine (Fig. I).An axial preload of 10 N was maintained throughout the test. Torsional moments were applied t o the boncs in displacement control at 10"imin. Failure was defined at thc first decrease in nicasured torsional moment. The maximum measured torsional moment for each bone was recorded. Linear regressions were performed between maximum torsional moment as the independeiit variable and initial torsional stirfness as thc dependent variable. RESULTS The in vivo initial torsional stiffness measurements taken on the day the micropigs were killed were highly significantly related to the maximum torsional moment data observed from in vifro testing of the extracted bones. The relationship was linear (p = 0.001), with a coefficient of determination of 0.80 (Fig. 5). At death of the micropigs. the boncs exhibited a large variety in torsional failure loads-25 to 40 Nm-thereby representing 40-80% of the failure loads of thc contralateral bones (Fig. 5). The in vivo measurements exhibited an initial stiffness that ranged from 1 to 2 Nnii". The momentdisplacement curves showed a typical shape with a low slope portion at the beginning, a sharp increase in moment, and then a linear increase. Pin loosening was observed in several of the micropigs. The momentangulation curves of these animals typically showed an enlarged toe region before a sudden sharp increase in slope (Fig. 6). DISCUSSION We asked whether torsional stiffness measurements with a rotational external fixator would be able to predict torsional strength of healing bones in distraction osteogenesis. The highly significant regression between in vivo stiffness and torsional strength (coefficient of determination r' = 0.80) demonstrated the ability of the device to monitor fracture healing with the in vivo initial stiffness measuremcnt apparatus. The method outlined here has the potential to be used clinically for monitoring the healing of distracted bone: its advantages over previous methods include maintenance of bone axis and alignment, free combination with different fixator designs, and speed and reproducibility in a conveniently applied procedure in the absence of damaging radiation. The method is based on a principle first described by Pope and Outwater (31). who found a high correlation between stiffness and strength of healing bone. Lettin (23) was one of the first to demonstrate the increasing quantity and quality of bone during tissue repair. More specifically, Perren (30) showed a 40,000fold increase in elastic modulus of bone tissue during healing. Reichel et al. (33) and Sferra et al. (35) analyzcd the mechanical properties of distracted callus of sheep and dogs, respectively, by densitometric and biomechanical methods. Both found increasing strength and stiffness over a period of 8 weeks. Chehade et al. (7) compared strength and stiffness development during fracture healing in sheep. They concluded that stiffness measurements can accurately monitor strength until stiffness reaches two-thirds of the normal stiffness. The predictive capacity of stiffness decreases with increased healing timc. On the basis of the results. stiffness is hypothesized to be a measure of the load-bearing capacity of bone. Therefore, knowledge of torsional stiffness and strength can provide a powerful indicator of bone healing. Although the method tested in this study represents a distraction osteogenesis cnvironment, bone healing of a fracture or gap bridging are similar in restoring load-bearing capacity from a biomechanical point of a view. We therefore present the results of this study with respect to bone-healing research in general. The concept of monitoring the healing process from rigidity mcasurcments derived from the external fixator frame or externally connected meawring instruments is not new. Most representative developments were made by BeauprC et al. ( 2 ) ,Burny et al. ( 5 ) , Jorgensen (IX), and Kaplan et al. (1Y) using instrumented fixators. These methods were overly complicated and sensitive to a host of additional variables, such as individual geometry of the fixatorb, fragment size, and influence of bone-implant interfaces. Therefore. Evans et al. (12), Kenwright et al. (20), Richardson et al. (34), and Cunningham et al. (9) prescnted methods using a removable measuring unit. They used a goniometer and a force plate to measure resulting forces and bone deflection under bending loads, thus using fracture bending stiffness for monitoring purposes. These developments represent a large step toward appropriate clinical monitoring of healing, and this approach has been applied in a clinical study examining 212 patients (24). However, serious criticism may be leveled at this approach because it requires removal of the fixators. with the risk of potential damage to the regenerated bone or nialalignment of thc bone and axis. As a consequencc, this method cannot be used in the early phase of fracture healing. To our knowledge, this study is the first to predict load-bearing capacity by comparing in vivo measurements of healing bones with actual load-bearing capacities of the bones measured ex vivo. Previously, many authors used stiffness as a predictor of bone healing; however, none correlated the data for in vivo measured stiffness with a measure of the actual loadbearing capacity. which is the parameter with the ultimate clinical relevance. Some previous studies were based on the immediate clinical use in which the authors (12) were forced to derive healing from repeti- M E A S U R E M E N T S 0 F B 0N E 1'0R S l 0 N A L STIFFNESS tive measurements of stiffness without knowledge of the actual load-bearing capacity. They instead used empirical data from clinical studies to establish a threshold of loading at which failure of fracture healing no longer occurs. Similarly, several authors performed validation tests using either simulations or artificial models (15,17,18). The study of Chehade et al. (7) also addressed the major research question of the current experiment. Strength and stiffness of healing fractures in sheep were compared after death at different timc points. The authors concluded that stiffness was load dependent and that high-load stiffness was more strongly related to strength than was low-load Stiffness. Furthermore, they found that stiffness predicts strength recovery of a healing fracture until two-thirds of the stiffness is reached. For low-load stiffness at early healing phases, they found a correlation coefficient of r = 0.89, which equals a coefficient of determination of r' = 0.79; for very late healing stages, they found decreasing coefficients at r = 0.24. In this experiment, we found a coefficent of determination of r2 = 0.80, suggesting that we performed our measurements at a rather early healing phase. However, Chehade et al. tested a fracture model, whereas we used a distraction model. Bone development in distraction osteogenesis exhibits differences with rather homogenous bone development compared with that in fracture healing; thus, the prediction of strength may be more accurate and precise even in advanced healing phases of distraction osteogenesis. Our findings and those of Chehade et al. support the idea of predicting strength of healing bone from stiffness, but uncertainty exists about the accuracy and precision in later healing stages. On interpretation of the results from the current study, several factors must be taken into consideration. First, the moment-displacement curves determined from the minimal rotation of the bone fragments exhibit a typical shape with two portions of different slope. We interpret the first portion with low slope to reflect the initial setting of the fixator and the second portion with increased slope to reflect the mechanical response of the bone fragments. The data for measured stiffness represent the torsional stiffness of not only the healing bone fragments but also that of the fixator and grip. The exact stiffness of the bone fragment can be assessed by subtraction of the angulation caused by fixator bending from the overall angulation. We measured torsional stiffness of a relatively flexible healing bone (k = 50.6 Nm/") with a rigid fixator-grip systcm (k = NmP). Therefore, the crror caused by the measurement system was negligible. However, for measurements with more rigid healing bones and limited dimensions of the fixator and grip, the deflection of the fixator has to be assessed for all 917 loading levels, and the overall measurements should account for that error. Second, due to the indirect assessment of bone stiffness over sensors at the fixator, the bone-pin connection may affcct accuracy and precision of the measurements. However, we found that pin loosening resulted in an enlarged first portion of the momentangulation curve without affecting the second portion, which was taken to calculate stiffness. This first portion reflects the initial setting and bending of the fixator under preliminary loading. With greater pin loosening. the pins will edge within their holes to a greater degree until they finally lock and transmit forces from the fixator to the bone fragments. At the point of locking, the slope increases rapidly and represents the mechanical properties of the bone. Third, distraction was performed at 2 mmiday. which is higher than the distraction rate of 1-1.5 mmi day generally used in humans. We observed premature consolidation in a pilot series of animals distracted at 1 mm/day. Therefore, the model had to be adjusted for the porcine model. The device presented here has several advantages over conventional designs, with a variable ring construct that can be easily integrated into conventional ring external fixators. In its locked configuration, the system provides a standard external fixator. Unlocking by removal of a bolt guarantces the exact maintenance of the length and rotation position after testing. With the removable measuring unit, we could assess fracture torsional strength by a single fixator twist of 6". However, pin-associated infection and pin loosening may influence the measurement. Due to uncontrolled influences, such as soft-tissue resistance and the elastic properties of the fixator and pins, use of the apparatus in its current design is recommended only for relative measurements with a zero measurement at the initial surgery. This study included a large population of 30 micropigs, with broad differences in the healing stage and the achieved strength of the regeneration; however. with this study we cannot prove whether strength of the regeneration can be predicted at a very early healing phase. Tn addition, we have not determined whether the applied minimal forces may influence the healing process. As a semi-invasive dynamic measurement system with torsional angulation of as much as 8", some strain will be applied to the regenerating collagen fibers. This strain will depend largely on the size of the fracturc or distraction gap: the smaller the gap, the larger the strains. Whether the displacements under these circumstances are damaging to the newly developed fibers cannot be answered with this study. and further research addressing this problem is required. Mechanical testing of the fracture zone was performed with use of torsional testing. However, other J Ortliop K e s Vol 18. N o 6, 2000 H. W l N D HAGEN E l ’ A L . 918 principles exist to measure the mechanical properties of bone or fracture callus. Tensile tests can provide very accurate methods for measuring bone properties (37); however, large forces are required to distract whole bones in tensile testing. Therefore, tensile tests are mostly used for assessing material properties of smaller specimens. Compressive testing is a popular method for testing cancellous bones (26), especially in regions that are loaded in compression (e.g., vertebrae). Pure shear tests (16) are sensitive to measurement errors and are hardly useful for testing whole bones. Whole long bones are tested mostly in either bending or torsion. Bending can be applied with either three or four-point loading (37). For accurate measurements, three-point bending requires a relatively large span of the specimen with respcct to its width. Four-point bending requircs cqual loading points, which are hard to establish in irregularly shaped specimens. Furthermore, the axial orientation of irregularly shaped bones such as the tibia considerably influences the bending stiffness. Therefore, torsional tests are often used to measure strength of whole bones (11,14). Torsional tests are less sensitive to axial orientation of the irregularly shaped long bones. They are relatively independent of specimen span, and embedding the bone ends in polyrnethylmethacrylatc kecps the length of the test specimen constant. Furthermore, torsion creates a mix of shear and tensional stresses (29). which mimics the typical loading conditions of long bones during active life. Our results thus far are connected with the animal model and special design of our fixator: thus, no interpretations can be drawn from this study to the validity of other torsional stiffness measurement systems that use a measuring principle similar to ours but with different designs and test models. The newly developed measuring system and its validation in an animal model suggest that the regeneration strength of healing bones can be assessed in vivo by measurements of torsional stiffness. Compared with several other methods, this method may provide a more useful device-with less danger of complications-to monitor healing progress in patients treated with distraction osteogenesis. Acknowledgment Thc authors thank Novo-Nordisk N S . Gentoftc, Iknmark, and Smith and Nephews, Memphis, TN. U.S.A.,for support. 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