Abstract
The emergence of new bone grafting options and alternatives has led to significant uncertainty when determining the most appropriate product for surgical procedures requiring bone graft in orthopedics. Allografts, demineralized bone matrices, synthetic bone graft substitutes, and osteoinductive growth factors are all viable options, yet there is a lack of data reporting clinical usage of these products. This correspondence reports on the use of bone grafting products at the Hospital for Special Surgery for a 27-month period and makes recommendations based on surgical usage, safety, and cost. Approximately half (48.6%) of all bone graft substitutes were implanted during spinal surgery. Arthroplasty, trauma, and foot/hand cases all used considerable amounts of bone grafting products as well (20.1%, 19.0%, 12.1%, respectively). Considerable differences were noticed in usage of bone grafting products among each orthopedic discipline. Of all bone graft substitutes used in arthroplasty, 14.4% were demineralized bone matrices, whereas 56.8% were allografts. Demineralized bone matrix grafts were used in 82% of trauma surgery and 89% of foot/hand cases. An increase in synthetic bone graft alternatives was noticed near the end of our investigation period.
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Introduction
The past decade has brought forth significant advances in bone grafting options for orthopedic surgeons. The overwhelming emergence of new bone graft materials and alternatives has led to uncertainty as to which product to use for specific procedures. It is estimated that more than 500,000 bone grafting procedures are completed each year in the United States [8]. Currently, there are no available data or consensus as to the specific type of graft to be used in particular surgical indications.
Autogenous bone still remains the “gold standard” of bone graft material in all facets of orthopedic surgery. The use of autografts diminishes the risk of infectious disease transmission, whereas osteoconductive, osteoinductive, and osteogenic properties of the graft are optimal. Moreover, there is no immune response after implantation, enhancing its ability to incorporate into its new site [23, 28]. As a graft, autogenous bone is ideal, but the harvest of autografts may be associated with severe donor site pain and morbidity even with new trapdoor harvesting techniques [3, 19]. In procedures requiring large amounts of graft, there may not be adequate quantities of autogenous bone available [19]. Because of the significant shortcomings of autogenous bone graft, a current understanding of available grafting alternatives is necessary.
An allograft, by definition, is any tissue harvested from one individual and implanted into another of the same species [3]. In a search for an adequate substitute for autogenous bone, cadaveric allograft has been a viable option. Structural and morselized forms are available and prepared as either fresh-frozen or freeze-dried [19] These grafts provide a structural framework or scaffold for host tissue to grow, hence making allograft osteoconductive. Conversely, its osteoinductive properties are mediocre at best. Upon implantation, the host is expected to experience an intricate immune response [19, 20]. Freezing or freeze-drying the allograft is crucial in minimizing this reaction; however, the fundamental properties of the material may be altered.
Although the risk of disease transmission through implantation of allograft is rare, its existence is not inconsequential. According to the American Association of Tissue Banks, no cases of HIV transmission have been reported in more than 2 million cases using allograft bone in the past 5 years [1, 15]. Statistics indicate that current methodology used to screen bone for viral pathogens has been successful in eliminating such infections, yet these procedures are not fail-proof especially in regard to the transmission of bacterial infection.
The most apparent limitation of cadaveric allograft is its lack of osteoinductive capabilities. Demineralized bone matrix is a derivative of allograft bone. It is prepared by pulverization of allogenic bone to a consistent size, followed by mild acid extraction of the mineralized phase of bone [15, 20]. This process, developed by Urist et al in 1965, results in a composite of noncollagenous proteins, growth factors, and collagen [15, 35]. Manufacturers of demineralized bone matrices add different carriers to the composite. Glycerol, hyaluronic acid, gelatin, and calcium sulfate powder have been used for this function [6, 15]. Demineralized bone matrix is osteoconductive but does not provide structural support. Osteoinductive capabilities are increased because of the released growth factors during the demineralization process [20]. Sterilization techniques such as exposure to gamma irradiation and ethylene oxide significantly decrease the risk of transmitting infection but subsequently decrease the osteoinductive properties of the graft. When preparing demineralized bone matrix for implantation, it is usually mixed with bone marrow, increasing possible osteogenic factors and pluripotential cells. It can also be used as an autogenous bone graft expander [10].
Synthetic bone graft substitutes derived from nonbone substances are highly osteoconductive, yet have no intrinsic osteoinductive or osteogenic properties. The bond formed between these products and the host provides an adequate affinity for local growth factors that are crucial to the remodeling process. Synthetic graft materials do not contain cadaveric or autogenous bone; hence, there is minimal risk of disease transmission. The emergence of new synthetic bone graft products has been of great interest to the orthopedic community during the last decade.
These synthetic bone graft materials range from those with little or no osteoinductive capacity, such as calcium sulfate, to highly osteoinductive materials, such as BMP-2 and BMP-7. In addition, there are several composite materials also available.
Calcium sulfate (plaster of paris) has been used as a bone graft substitute since 1892 [19]. Current forms of highly processed calcium sulfates include Osteoset (Wright Medical, Arlington, TN, USA), and Bone Plast (Interpore Cross International, Irvine, CA, USA). Osteoset is available in 4.8- and 3.0-mm-diameter hard pellets and are indicated for filling small bone defects [8]. Its crystalline architecture is excessively random, providing no organized structure.
Coralline calcium phosphate is derived from Gonipora, a coral found in the South Pacific. Its highly organized microstructure, with longitudinal pores 500 to 600 μm in diameter and interconnections of 220 to 260 μm, simulates that of human cancellous bone [8]. Currently, Pro-Osteon, a manufactured coralline calcium phosphate converted by heat into hydroyapatite (Interpore Cross International, Irvine, CA, USA) is available for traumatic metaphyseal defects of long bones [8]. One of its initial disadvantages was its very long resorption time. A newer formulation with calcium carbonate may allow for faster resorption.
Tricalcium phosphates are random porous ceramics that mimic the structure of native cancellous bone once incorporated and remodeled. Vitoss (Orthovita, Malvern, PA, USA) is a β-tricalcium phosphate currently indicated for bone defects of the spine, extremities, and pelvis [8]. Vitoss scaffold is approximately 90% empty space, with pore sizes ranging from 1 μm to 1 mm in diameter [36]. The extreme porosity and microstructure of this product enhances cell-mediated resorption and remodeling after implantation [8, 36]. However, to function properly it must be provided with bone marrow.
As is clearly evident from this brief overview, there is an almost bewildering number of alternative choices for autogenous bone grafts available. The purpose of this study was to provide a detailed analysis of all bone graft material used at a high-volume orthopedic institution and to make recommendations as to appropriateness of certain bone grafting products based on the surgical indications.
Materials and methods
Operating room and hospital records from January 1, 2002, through March 31, 2004, containing all bone graft products used in surgical cases were accessed and recorded as part of a master database. All cases included in this study were performed at The Hospital for Special Surgery (New York, NY). Demographic information, diagnosis, procedure, product used, quantity of product implanted, date of surgery, and the orthopedic surgeon were all included in the master database. Once complete, cases were separated into 4 databases based on orthopedic discipline (Arthroplasty, Spine, Foot/Hand, and Trauma).
Results
Nearly 50% of all bone graft synthetic material, including allograft, demineralized bone matrix and synthetic bone graft products, were used in spinal surgery (Fig. 1). Arthroplasty and trauma cases each make up approximately 20%, whereas foot and hand surgeries compose 12% of all bone graft products used (Table 1). Interestingly, approximately 5% of both arthroplasty and foot and hand cases require bone graft, whereas bone grafting is observed in more than 7 times that amount in spine cases (36.5%). 15% of all orthopedic trauma cases used bone graft (Table 1). Although these results were certainly expected, analysis of the different types of graft used in each orthopedic discipline showed marked differences in types of grafts used.
Arthroplasty
Of the 9,592 arthroplasty cases performed at our institution, 955 were revision arthroplasty surgeries. Nearly all bone graft synthetic usage in this orthopedic discipline was used in revision procedures (Fig. 2). Although femoral head allograft is used most frequently, it only comprises 30.2% of all grafts used in arthroplasty cases. Use of cancellous allograft bone, frozen cortical cancellous nonstructural allograft, and structural allografts is significant in such surgical procedures. Overall, allografts are used in 56.8% of all arthroplasty cases requiring bone graft. Demineralized bone matrix, specifically Grafton (Osteotech/MTF), was used in 14.4% of all arthroplasty cases using bone graft products (Fig. 3). Quarterly data show a continued increase in synthetic bone graft products used in this orthopedic discipline. Vitoss (Orthovita) and Osteoset (Wright Medical) are most frequently used as synthetic bone graft alternatives for arthroplasty surgery at this institution. Figure 4 shows the increase in use of synthetic bone graft products over the duration of this 27-month survey.
Spine
Over the duration of this study, structural allograft was the most frequently used bone graft product for spinal surgery. Twenty-eight percent of all spine surgeries requiring bone graft used allograft spacers, whereas in the latter part of this survey, more synthetic spacers were used primarily for interbody fusions. Virtually equal amounts of both cancellous bone and nonstructural allografts were used compared with Grafton demineralized bone matrix (27.35% vs 28.65%, respectively) (Fig. 5).
Infuse (Sofamor Danek Surg Nav Tech) was the only osteoinductive growth factor used for spinal surgery. Interestingly, more Infuse was implanted in spinal operations than synthetic bone graft substitutes. This use was different from other orthopedic disciplines. Figure 10 shows the overall distribution for osteoinductive growth factors over the duration of this study.
The use of allografts and demineralized bone matrices was quite consistent during the 27-month period of investigation, yet the same could not be reported for synthetic graft products. Synthetic bone graft substitutes were used in only 3 cases in 2002, whereas these graft alternatives were used in 180 cases throughout the remainder of the study (Fig. 6).
Trauma
Analysis of bone graft usage for trauma surgery is certainly surprising. Eighty-two percent of all trauma cases requiring bone graft used demineralized bone matrix. This finding is certainly quite different from what was reported for other orthopedic disciplines. Only 9% of all traumatic bone grafting procedures implanted allograft when bone grafting was necessary because of their non-osteoinductive nature and concerns with their use in open fractures (Fig. 7).
Despite an overall elevated use of demineralized bone matrix in orthopedic trauma cases, a marked decrease in demineralized bone matrix is coupled with an increase in synthetic grafting products for the duration of this 27-month survey (Fig. 8). The emergence of other reliable synthetic products with more specific indications is beginning to replace demineralized bone matrix in this orthopedic discipline.
Foot/Hand
Foot and hand surgery is associated with tremendous use of demineralized bone matrices when compared with both allografts and synthetic bone graft products. Of all bone grafts used in foot and hand cases, 89% were demineralized bone matrices (Fig. 9). In addition, unlike other orthopedic disciplines, there is no increase in use of synthetic products, and similarly, there is no decline of demineralized bone matrix use over the duration of this survey. Allografts, demineralized bone matrices, and synthetic products were used quite consistently throughout the 27-month period.
Growth factors
The use of bone morphogenic proteins as bone graft alternatives were significant at this institution. Products used were OP-1 (Stryker) and Infuse (Sofamor Danek Surg Nav Tech). An interesting distribution of these products was noticed during the 27-month study. A spike in usage was observed during the second quarter of 2003, whereas a linear decrease in these products was observed thereafter (Fig. 10).
Discussion
A survey of allografts, demineralized bone matrices, synthetic bone graft substitutes, and osteoinductive growth factors used at a high-volume orthopedic institution may be quite valuable with respect to determining the appropriateness of each of these products based on surgical indication. Determining usage totals for each bone graft material at a time when new products are frequently introduced to the market may help clear ambiguity as to what products have been used in certain surgical situations.
During the past decade, we have noticed revolutionary changes in the array of bone grafting products available [3,18–20]. Allografts were the first alternatives for autografts, which were subsequently interchanged and/or replaced by demineralized bone matrix in certain circumstances [2, 4, 17, 29, 37]. Present trends indicate dramatic increases in the use of synthetic bone graft alternatives [18]. Virtually equal amounts of allografts and demineralized bone matrices (40.1% vs 39.6%), respectively, were used in all surgical cases requiring bone graft at this institution over the duration of this study. The comparative use of synthetic bone graft alternatives and osteoinductive growth factors are similar as well (9.14% vs 11.2%, respectively).
Overall, allografts and demineralized bone matrix use was level, whereas synthetic usage increased dramatically toward the end of this survey, and continues to increase past the investigation period. The reason for this is multifactorial. The introduction of available, cost effective, and biologically improved synthetic bone graft products has allowed this increase in usage [14, 18, 19]. More importantly, our understanding of the proper clinical indications for the use of these grafts has also improved, making their use appropriate.
The risk of disease transmission, not only by viral pathogens but also by bacterial organisms, is the greatest limitation to the use of cadaveric allograft. In addition, itslack of osteoinductive properties limits its clinical usefulness. Certain of its structural properties have not been replicated by any of the synthetic materials, and thus considerable usage of allograft was noticed during this investigation [18, 22].
When selecting an alternative for allograft, it is necessary to use a product that diminishes the risk of infection and subsequently provides an osteoconductive framework for healthy host bone to incorporate. Demineralized bone matrix is a viable alternative [9, 24, 28]. Removing the mineralized phase of bone through a rigorous sterilization process certainly decreases the risk of viral and bacterial infection [12,18, 26]. Nevertheless, demineralized bone matrix is not a sterile product; thus, this risk of disease transmission is not eradicated. Substantial use of demineralized bone matrix including Grafton and Allomatrix products was reported during the investigation. These materials are available in many formulations, some of which are advantageous for certain surgical indications. A possible explanation for the high volume (89%) of these products used in foot and hand surgeries may be the availability of injectable putties and gel formulations of these products. These variations allow surgeons to implant such material accurately in small surgical sites [26].
Synthetic bone graft materials offer an effective alternative for autografts, allografts, and demineralized bone matrix. β-Tricalcium phosphate products are sterilely prepared, osteoconductive, and are highly effective in filling bone void defects of the spine, extremities, and pelvis [8, 16, 25, 30, 32]. There is no risk of disease transmission associated with these synthetic bone grafts. Synthetic bone graft contains noinherent osteoinductive properties and thus requires the host bone environment to be well vascularized to have the appropriate cellular and osteogenic factors available. Inthe case of a contained defect, tricalcium phosphate products used alone are acceptable. In situations where the bone defect is large, a combination of allograft and a synthetic bone graft alternative is generally recommended.
Although composite synthetic structural grafts (metal cages with osteoinductive growth factors) were introduced as alternatives to allograft spacers in spine surgery, synthetic structural grafts are not available to replace femoral struts, or other long-bone allografts. Cases involving periprosthetic fractures of the femur still require structural allografts. At present, there are no alternatives for such grafts; thus, structural allograft products are needed.
With respect to bone defects in arthroplasty surgery, specifically revision of total joint replacements, cancellous allografts, femoral head allografts, Grafton demineralized bone matrix, and β-tricalcium phosphate (Vitoss) are all viable options to fill a surgical bone void [11, 21, 27, 34]. The selection of these materials is based on many factors. One is the surgeon’s personal preference and comfort level. Other factors include cost, availability of the product, and an accurate understanding of the present choices surgeons have when choosing a bone graft product. Vitoss, when prepared with bone marrow, provides an excellent osteoconductive structure, with osteogenic capabilities from the marrow. It is a sterile product, diminishing potential disease transmission, and it incorporates successfully into host tissue.
Osteoinductive growth factors were used most frequently in spinal surgery during the period of investigation [13, 31]. When this survey was being conducted, a study was being conducted at this institution to test the effects of Infuse on spinal fusion surgery. This caused a significant increase in the use of this product in spinal surgery. Moreover, along with the standard consent forms that patients must sign before surgery, they also received a booklet detailing possible adverse effects OP-1 or Infuse may have on women within childbearing age, pediatric patients, and patients with a history of cancer [33]. Beyond our study, it became hospital policy that all patients receiving either OP-1 or Infuse graft must sign an additional consent form explaining the possible adverse effects these products may have. A combination of these factors may explain the sudden decline in use of these products after the second quarter of 2003 (Fig. 10).
Despite their potential limitations such as cost, possible adverse effects, and lack of osteoconductive properties, these growth factors are highly osteogenic [5, 6]. Therefore, it is recommended to use such products when host bone is biologically compromised to aid in the incorporation of additional bone graft material.
It is important to consider cost when selecting a bone graft product. The prices for bone grafts examined in this study are presented in Tables 2, 3, 4, and 5. Most allografts are less expensive than demineralized bone matrices or synthetic substitutes. Surprisingly, demineralized bone matrices are oftentimes more expensive than similar synthetic products. Osteoinductive growth factors are significantly more expensive than any other product, yet their use in patients with compromised biological environments may be critical and the cost may be justified in these specific cases.
Safety, efficacy, and cost are all crucial factors when selecting the proper bone graft or bone graft substitute in all areas of orthopedic surgery. With respect to patient safety, use of noncadaveric bone is ideal, yet adequate products have not been available until recently. Synthetic alternatives have become reasonably priced and may be functionally superior to other grafting options. It is certainly advantageous to use a synthetic product when possible, yet demineralized bone matrices and allografts remain reasonably safe and effective products.
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Bostrom, M.P.G., Seigerman, D.A. The Clinical Use of Allografts, Demineralized Bone Matrices, Synthetic Bone Graft Substitutes and Osteoinductive Growth Factors: A Survey Study. HSS Jrnl 1, 9–18 (2005). https://doi.org/10.1007/s11420-005-0111-5
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DOI: https://doi.org/10.1007/s11420-005-0111-5