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Bone Regenerate Evaluation Methods* * Work developed at the Orthopedics and Traumatology Service, Hospital Governador Celso Ramos, Florianópolis, SC, Brazil. Métodos de avaliação do regenerado ósseo

Abstract

Since its introduction by Ilizarov, the distraction osteogenesis technique has been used to treat trauma-related conditions, infections, bone tumors, and congenital diseases, either as methods of bone transport or elongation. One of the major dilemmas for the orthopedic surgeon who performs osteogenic distraction is establishing a reproducible method of assessing the progression of the osteogenesis, enabling the early detection of regenerate failures,inorder toeffectively interfereduring treatment, andtodeterminetheappropriate time to remove the external fixator. Several quantitative monitoring methods to evaluate the structural recovery and biomechanical properties of the bone regenerate at different stages,aswell as the bone healing process, are under study. These methods can reveal data on bone metabolism, stiffness, bone mineral content, and bone mineral density. The present review comprehensively summarizes the most recent techniques to assess bone healing during osteogenic distraction, including conventional radiography and pixel values in digital radiology, ultrasonography, bone densitometry and scintigraphy, quantitative computed tomography, biomechanical evaluation, biochemical markers, and mathematical models. We believe it is crucial to know the different methods currently available, and we understand that using several monitoring methods simultaneously can be an ideal solution, pointing to a future direction in the follow-up of osteogenic distraction.

Keywords
quantitative evaluation; osteogenic distraction; biomechanical phenomena; external fixation; X-ray

Resumo

Desde que foi descrita por Ilizarov, a técnica de osteogênese por distração tem sido utilizada para o tratamento de diversas condições relacionadas ao trauma, infecções, tumores ósseos edoenças congênitas, naforma detransporteou alongamento ósseo. Um dos dilemas mais comuns do cirurgião ortopédico que realiza distração osteogênica é o estabelecimentodeum método reprodutível deverificaçãoda progressão da osteogênese, que permita a detecção precoce de falhas no regenerado, para que se possa interferir de formaeficazduranteotratamento,bemcomodeterminarotempoapropriadoderemoção dofixadorexterno.Recentemente,váriosmétodosdemonitoramentoquantitativo,comos quais se poderia avaliar a recuperação da estrutura e as propriedades biomecânicas do regenerado ósseoemdiferentes estágios, alémdoprocessodecicatrização óssea, têm sido amplamente investigados. Por esses métodos, pode-se saber o conteúdo mineral ósseo, a densidade mineral óssea, a rigidez e o metabolismo ósseo. Nesta revisão, resumimos de forma abrangente as técnicas mais recentes para avaliar a cicatrização óssea durante a distração osteogênica, entre elas, métodos como aradiografia convencional e os valores de pixels em radiologia digital, a ultrassonografia, a densitometria e a cintilografia ósseas, a tomografia computadorizada quantitativa, a avaliação biomecânica, os marcadores bioquímicos e os modelos matemáticos. Consideramos fundamental o conhecimento dos diversos métodos à disposição atualmente e entendemos que a utilização de vários métodos de monitoramento simultaneamente possa ser uma solução ideal, que aponte para uma direção futura no seguimento da distração osteogênica.

Palavras-chave
avaliação quantitativa; distração osteogênica; fenômenos biomecânicos; fixação externa; radiografia

Introduction

Since its introduction by Ilizarov, the distraction osteogenesis technique has been used to treat trauma-related conditions, infections, bone tumors, and congenital diseases, either as a bone transport or elongation method. The success of the distraction osteogenesis technique relies upon a number of factors, including low-energy osteotomy, stable fixation, acceptable latency period, adequate distraction rhythm, and functional limb maintenance during distraction.11 Alzahrani MM, Anam E, AlQahtani SM, Makhdom AM, Hamdy RC. Strategies of enhancing bone regenerate formation in distraction osteogenesis. Connect Tissue Res 2018;59(01):1–11 The location of the osteotomy also influences the quality of the regenerate; metaphyseal osteotomies are more likely to lead to sufficient bone callus formation. The latency period between the osteotomy and the beginning of the distraction ranges from 5 to 7 days, that is, the time required for the formation and organization of the hematoma to maximize the development of a regenerate with proper vascularization. Most authors recommend a distraction rate of 0.25mm 4 times a day.11 Alzahrani MM, Anam E, AlQahtani SM, Makhdom AM, Hamdy RC. Strategies of enhancing bone regenerate formation in distraction osteogenesis. Connect Tissue Res 2018;59(01):1–11

Careful anamnesis and physical examination are required before starting the osteogenic distraction process. It is critical to identify some risk factors that may disturb the formation of the regenerate, such as concomitant diseases, drug use and smoking, age, malnutrition, diabetes mellitus, chronic use of non-steroidal anti-inflammatory drugs, the etiology of the abnormality, previous surgeries at the osteotomy sites, tumors, and vascularization changes in the surrounding tissues.11 Alzahrani MM, Anam E, AlQahtani SM, Makhdom AM, Hamdy RC. Strategies of enhancing bone regenerate formation in distraction osteogenesis. Connect Tissue Res 2018;59(01):1–11,22 Hamanishi C, Yasuwaki Y, Kikuchi H, Tanaka S, Tamura K. Classification of the callus in limb lengthening. Radiographic study of 35 limbs. Acta Orthop Scand 1992;63(04):430–433,33 Isaac D, Fernandez H, Song HR, et al. Callus patterns in femur lengthening using a monolateral external fixator. Skeletal Radiol 2008;37(04):329–334

One of the major dilemmas for the orthopedic surgeon who performs osteogenic distraction is establishing a reproducible method of assessing the progression of the , enabling the early detection of regenerate failures, in order to effectively interfere during treatment, and to determine the appropriate time to remove the external fixator.44 Muzaffar N, Hafeez A, Modi H, Song HR. Callus patterns in femoral lengthening over an intramedullary nail. J Orthop Res 2011;29 (07):1106–1113

Regenerate assessment and monitoring

Radiography

There are several ways to monitor the formation of the bone regenerate. Plain radiography is the most widely used method for evaluation and monitoring,11 Alzahrani MM, Anam E, AlQahtani SM, Makhdom AM, Hamdy RC. Strategies of enhancing bone regenerate formation in distraction osteogenesis. Connect Tissue Res 2018;59(01):1–11 and it is the most readily- available and clinically-accessible test.33 Isaac D, Fernandez H, Song HR, et al. Callus patterns in femur lengthening using a monolateral external fixator. Skeletal Radiol 2008;37(04):329–334,55 Archer L, Dobbe A, Chhina H, García HV, Cooper A. Inter-and Intra-observer reliability of the pixel value ratio, Ru Li’ s and Donnan’ s classifications of regenerate quality inpediatric limblengthening. J Limb Lengthening Reconstr 2018;4(01):26 As such, plain radiography is the most cost-effective imaging method to monitor all aspects of bone regeneration,66 Singh S, Song HR, Venkatesh KP, et al. Analysis of callus pattern of tibia lengthening in achondroplasia and a novel method of regeneration assessment using pixel values. Skeletal Radiol 2010;39(03):261–266,77 KolbeckS,BailH,WeilerA,WindhagenH,HaasN,RaschkeM.Digital radiography. A predictor of regenerate bone stiffness in distraction osteogenesis. Clin Orthop Relat Res 1999;(366):221–228 even though it depends on the experience of the professional in charge of the evaluation.11 Alzahrani MM, Anam E, AlQahtani SM, Makhdom AM, Hamdy RC. Strategies of enhancing bone regenerate formation in distraction osteogenesis. Connect Tissue Res 2018;59(01):1–11

The major disadvantage of radiography compared with other methods in the follow-up of patients undergoing bone lengthening procedures is its inability to detect the presence of a new regenerate until the deposition of a considerable amount of calcium.33 Isaac D, Fernandez H, Song HR, et al. Callus patterns in femur lengthening using a monolateral external fixator. Skeletal Radiol 2008;37(04):329–334 Biologically, calcification lags to osteoid formation, and a few weeks may pass before radiography shows any evidence of bone response to stretching.88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651

The success of osteogenic distraction depends on serial radiographic evaluation, which is essential to guide decisions, such as removing external fixators and changing the distraction rate. The observation of three to four healed cortices on anteroposterior and lateral radiographs is commonly used as an endpoint for healing.99 Skaggs DL, Leet AI, Money MD, Shaw BA, Hale JM, Tolo VT. Secondary fractures associated with external fixation in pediatric femur fractures. J Pediatr Orthop 1999;19(05):582–586,1010 Fischgrund J, Paley D, Suter C. Variables affecting time to bone healing during limb lengthening. Clin Orthop Relat Res 1994; (301):31–37 While useful, there is much disagreement among practitioners regarding this this method, with reported interobserver rates lower than 0.5.1111 Anand A, Feldman DS, Patel RJ, et al. Interobserver and intra-observer reliability of radiographic evidence of bone healing at osteotomy sites. J Pediatr Orthop B 2006;15(04):271–272 Plain radiography and clinical examination usually back the decision to remove the fixator; however, fracture rates ranging from 30% to 50% have been reported when using these criteria.1212 Ocksrider J, Boden AL, Greif DN, et al. Radiographic evaluation of reconstructive surgery for segmental bone defects: What the radiologist should know about distraction osteogenesis and bone grafting. Clin Imaging 2020;67:15–29,1313 Saran N, Hamdy RC. DEXA as a predictor of fixator removal in distraction osteogenesis. Clin Orthop Relat Res 2008;466(12): 2955–2961,1414 Hazra S, Song HR, Biswal S, et al. Quantitative assessment of mineralization in distraction osteogenesis. Skeletal Radiol 2008; 37(09):843–847 The observation of 2mm of cortexwith adensitysimilar tothatofnormal bone andthree cortices on radiography define adequate corticalization. For elongations greater than 10cm or 50% of the original tibial length, the presence of 3 cortices seems inadequate, and delaying the time to remove the fixator until the fourth cortex is also well formed is advisable to prevent the delayed subsidence of the tibia.1515 Shyam AK, Singh SU, Modi HN, Song HR, Lee SH, An H. Leg lengthening by distraction osteogenesis using the Ilizarov apparatus: a novel concept of tibia callus subsidence and its influencing factors. Int Orthop 2009;33(06):1753–1759

Shyam et al.1515 Shyam AK, Singh SU, Modi HN, Song HR, Lee SH, An H. Leg lengthening by distraction osteogenesis using the Ilizarov apparatus: a novel concept of tibia callus subsidence and its influencing factors. Int Orthop 2009;33(06):1753–1759 described the callus diameter ratio, calculated by the average anteroposterior and lateral diameters of the callus divided by the average diameters of the proximal and distal ends of the corticotomy. Mamada et al.1616 Mamada K, Nakamura K, Matsushita T, etal. Thediameter of callus in leg lengthening: 28 tibial lengthenings in 14 patients with achondroplasia. Acta Orthop Scand 1998;69(03):306–310 reported a significant increase in the fracture rate when this ratio was lower than 80%.

Traditional radiographic techniques enable the qualitative assessment of new bone formation; however, the formation of new bone has never been properly quantified. The lack of an objective measurement method may result in high intraobserver and interobserver errors in radiographic subjective measurements.1717 Zhao L, Fan Q, Venkatesh KP, Park MS, Song HR. Objective guidelines for removing an external fixator after tibial lengthening using pixel value ratio: a pilot study. Clin Orthop Relat Res 2009; 467(12):3321–3326

Starr et al.1818 Starr KA, Fillman R, Raney EM. Reliability of radiographic assessment of distraction osteogenesis site. J Pediatr Orthop 2004;24 (01):26–29 evaluated the commonly-cited criterion of the presence of 3 of the 4 continuous cortices with at least 2mm in thickness on anteroposterior and lateral radiographs. These authors1818 Starr KA, Fillman R, Raney EM. Reliability of radiographic assessment of distraction osteogenesis site. J Pediatr Orthop 2004;24 (01):26–29 reported low mean kappa reliability coefficients for intraobserver (0.290) and interobserver (0.127) responses, showing that the assessment of the number of cortices by itself is a poor indicator of the moment to remove the fixator and also showing its insufficiency as an isolated method.

Eyres et al.1919 Eyres KS, Bell MJ, Kanis JA. Methods of assessing new bone formation during limb lengthening. Ultrasonography, dual energy X-ray absorptiometry and radiography compared. J Bone Joint Surg Br 1993;75(03):358–364 reported that although ultrasonography and bone densitometry using dual-energy X-ray absorptiometry (DEXA) provides valuable information on the distribution and amount of new bone formed during distraction osteogenesis, high-resolution radiography helps in the detection of small cortical defects not identified by other imaging techniques.

Pixel value in digital radiology

Traditional radiographic techniques enable the qualitative assessment of new boneformation, but only digitalradiology can quantify it.88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651,2020 Minematsu K, Tsuchiya H, Taki J, Tomita K. Blood flow measure-mentduring distraction osteogenesis. Clin Orthop Relat Res 1998; (347):229–235 The quantitative methods include quantitative computed tomography (QTC),2121 Romanowski CA, Underwood AC, Sprigg A. Reduction of radiation doses in leg lengthening procedures by means of audit and computed tomography scanogram techniques. Br J Radiol 1994; 67(803):1103–1107,2222 Salmas MG, Nikiforidis G, Sakellaropoulos G, Kosti P, Lambiris E. Estimation of artifacts induced by the Ilizarov device in quantitative computed tomographic analysis of tibiae. Injury 1998;29 (09):711–716 quantitative technetium scintigraphy,2020 Minematsu K, Tsuchiya H, Taki J, Tomita K. Blood flow measure-mentduring distraction osteogenesis. Clin Orthop Relat Res 1998; (347):229–235 and DEXA bone densitometry,1919 Eyres KS, Bell MJ, Kanis JA. Methods of assessing new bone formation during limb lengthening. Ultrasonography, dual energy X-ray absorptiometry and radiography compared. J Bone Joint Surg Br 1993;75(03):358–364 and they measure the mineralization of the bone regenerate, which correlateswithits stiffness;2323 Maffulli N, Cheng JC, Sher A, Ng BK, Ng E. Bone mineralization at the callotasis site after completion of lengthening. Bone 1999;25 (03):333–338 however, they are costly and require the patient to undergo additional imaging tests.2424 De Backer AI, Mortelé KJ, De Keulenaer BL. Picture archiving and communication system– Part one:Filmlessradiologyand distance radiology. JBR-BTR 2004;87(05):234–241 The use of pixel value on digital radiographs1414 Hazra S, Song HR, Biswal S, et al. Quantitative assessment of mineralization in distraction osteogenesis. Skeletal Radiol 2008; 37(09):843–847,2525 Shim JS, Chung KH, Ahn JM. Value of measuring bone density serial changes on a picture archiving and communication systems (PACS) monitor in distraction osteogenesis. Orthopedics 2002;25 (11):1269–1272 has been proven to be a cost-effective method to measure changes in regenerate mineralization and to provide objective parameters for the decision-making process.1717 Zhao L, Fan Q, Venkatesh KP, Park MS, Song HR. Objective guidelines for removing an external fixator after tibial lengthening using pixel value ratio: a pilot study. Clin Orthop Relat Res 2009; 467(12):3321–3326

The pixel value enables the evaluation of the bone mineral density(BMD), as well as the assessment of the healingof the bone regenerate by comparing its density to that of the adjacent bone. As the density of the bone regenerate increases with healing, its pixel value approaches that of the adjacent normal bone.2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

Gray value (GV) is another indicator to assess bone healing. A grayscale image is a data matrix that represents a specific range of brightness values in which 0 means black and255 referstowhite.Inagrayscale image,theportionwith high brightness represents the object with higher density or thickness; the part with low brightness transmission represents the object with lower density or thickness.2828 Vaccaro C, Busetto R, Bernardini D, Anselmi C, Zotti A. Accuracy and precision of computer-assisted analysis of bone density via conventional and digital radiography in relation to dual-energy x-ray absorptiometry. Am J Vet Res 2012;73(03):381–384

Singh et al.66 Singh S, Song HR, Venkatesh KP, et al. Analysis of callus pattern of tibia lengthening in achondroplasia and a novel method of regeneration assessment using pixel values. Skeletal Radiol 2010;39(03):261–266 serially evaluated the pixel values from regenerated and adjacent bone segments during bone lengthening in achondroplastic patients. Next, they calculated the pixel value ratio (pixel ratio = [(average pixel value from the proximal segment + average pixel value from the distal segment)/2]/average pixel value from the new bone formation). Several authors have shown that patients with regenerate fractures present pixel value ratios lower than 0.8 at the time of fixator removal.55 Archer L, Dobbe A, Chhina H, García HV, Cooper A. Inter-and Intra-observer reliability of the pixel value ratio, Ru Li’ s and Donnan’ s classifications of regenerate quality inpediatric limblengthening. J Limb Lengthening Reconstr 2018;4(01):26,1414 Hazra S, Song HR, Biswal S, et al. Quantitative assessment of mineralization in distraction osteogenesis. Skeletal Radiol 2008; 37(09):843–847,1515 Shyam AK, Singh SU, Modi HN, Song HR, Lee SH, An H. Leg lengthening by distraction osteogenesis using the Ilizarov apparatus: a novel concept of tibia callus subsidence and its influencing factors. Int Orthop 2009;33(06):1753–1759,1717 Zhao L, Fan Q, Venkatesh KP, Park MS, Song HR. Objective guidelines for removing an external fixator after tibial lengthening using pixel value ratio: a pilot study. Clin Orthop Relat Res 2009; 467(12):3321–3326 Pixel value ratios can beusedas anadjunct tothe digital radiological assessment to help detect early healing disorders and customize weight bearing. These values may also be an objective guide for fixator removal. However, this method does not directly measure the stiffness of the bone regenerate.44 Muzaffar N, Hafeez A, Modi H, Song HR. Callus patterns in femoral lengthening over an intramedullary nail. J Orthop Res 2011;29 (07):1106–1113,66 Singh S, Song HR, Venkatesh KP, et al. Analysis of callus pattern of tibia lengthening in achondroplasia and a novel method of regeneration assessment using pixel values. Skeletal Radiol 2010;39(03):261–266

The pixel value technique using digital radiographs minimizes the variation in intra- and interobserver responses observed with plain radiographs;11 Alzahrani MM, Anam E, AlQahtani SM, Makhdom AM, Hamdy RC. Strategies of enhancing bone regenerate formation in distraction osteogenesis. Connect Tissue Res 2018;59(01):1–11,55 Archer L, Dobbe A, Chhina H, García HV, Cooper A. Inter-and Intra-observer reliability of the pixel value ratio, Ru Li’ s and Donnan’ s classifications of regenerate quality inpediatric limblengthening. J Limb Lengthening Reconstr 2018;4(01):26 in addition, it is a reliable, available, and low-cost methodto assess thematuration of the regenerate.44 Muzaffar N, Hafeez A, Modi H, Song HR. Callus patterns in femoral lengthening over an intramedullary nail. J Orthop Res 2011;29 (07):1106–1113,1717 Zhao L, Fan Q, Venkatesh KP, Park MS, Song HR. Objective guidelines for removing an external fixator after tibial lengthening using pixel value ratio: a pilot study. Clin Orthop Relat Res 2009; 467(12):3321–3326,2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490 However, as a digital radiology imaging-based mathematical method, the pixel value technique has limitations similar to those of conventional radiology to evaluate the initial regenerate.2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

Ultrasound

The principle of using ultrasonography for regenerate evaluation is that broadband ultrasonic attenuation signals can assess BMD changes. The ultrasound passing through body tissue suffers attenuation; the amount of attenuation relates to tissue characteristics. The velocity of the ultrasonic waves and the amplitude of the attenuation through bone tissue enablethecalculation ofthebonemineral content (BMC) and the determination of bone structure and strength.2929 Roux C, Dougados M. Quantitative ultrasound in postmenopausal osteoporosis. Curr Opin Rheumatol 2000;12(04):336–345 The inability of ultrasound to penetrate cortical bone limits the ultrasonographic assessment of normal mature bone. However, high-resolution linear ultrasound can evaluate new bone with incomplete remodeling and calcification.11 Alzahrani MM, Anam E, AlQahtani SM, Makhdom AM, Hamdy RC. Strategies of enhancing bone regenerate formation in distraction osteogenesis. Connect Tissue Res 2018;59(01):1–11,3030 Derbyshire ND, Simpson AH. A role for ultrasound in limb lengthening. Br J Radiol 1992;65(775):576–580 Contrast-enhanced ultrasound (CEUS) can provide an early indication of neovascularization and back the diagnosis of poor bone regeneration.3131 Haubruck P, Heller R, Tanner MC, et al. A Preliminary Study of Contrast-Enhanced Ultrasound (CEUS) and Cytokine Expression Analysis (CEA) as Early Predictors for the Outcome of Tibial NonUnion Therapy. Diagnostics (Basel) 2018;8(03):E55 In addition, ultrasound enables the prediction of bone callus formation through the observation of blood flow changes around the new bone, which can compensate for the poor early visualization of the callus on radiography.3232 Augat P,Morgan EF, Lujan TJ, MacGillivrayTJ, Cheung WH. Imaging techniques for the assessment of fracture repair. Injury 2014;45 (Suppl 2):S16–S22

Ultrasonography is a non-invasive, effective, inexpensive, and ionizing radiation-free method to assess bone healing. It can detect new bone formation four to six weeks before radiography,2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490 and it indicates the rate of formation of new bone in the early stages of distraction.3333 Young JW, Kostrubiak IS, Resnik CS, PaleyD.Sonographic evaluation of bone production at the distraction site in Ilizarov limb-lengthening procedures. AJR Am J Roentgenol 1990;154(01):125–128 Therefore, early assessment is best performed by ultrasound, which enables the detection of unmineralized osteoid and the presence of any defects in the callus.88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651

However, Eyres et al.1919 Eyres KS, Bell MJ, Kanis JA. Methods of assessing new bone formation during limb lengthening. Ultrasonography, dual energy X-ray absorptiometry and radiography compared. J Bone Joint Surg Br 1993;75(03):358–364 observed that ultrasonography does not detect alterations in the medullary region of the bone after corticalization, even when using a 5-MHz frequency probe. Ultrasound helps to identify defects in the corticalization of the regenerate not recognized by DEXA or radiography. Nevertheless, it is an examiner-dependent method subject to the surgeon’ s experience and familiarity. In addition, it does not enable the evaluation of bone alignment, and it presents limitations regarding the evaluation of the final stages of osteogenic distraction, with a small role in the decision to remove the external fixator.2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

Bone densitometry by DEXA

Bone densitometry by DEXA uses X-ray sources to emit two different radiation energies. It enables the measurement of energy absorption through bone and soft tissue separately, discarding the influence of soft tissues. As a result, it measures the BMC and the BMD area (BMDa) and shows changes in bone trabeculae.3434 Kanis JA, Glüer CC. An update on the diagnosis and assessment of osteoporosis with densitometry. Committee of Scientific Advisors, International Osteoporosis Foundation. Osteoporos Int 2000;11(03):192–202

Theabilityofbone densitometrytodetermine the amount and rate of new bone formation is an advantage over other methods such as ultrasound and radiography. Densitometry and ultrasonography can identify new bone within one to twoweeksafter osteotomy;in contrast,radiography requires four to eight weeks. Bone densitometry also enables the measurement of the alignment and distraction of the limbs through the entire lengthening period. This is an advantage over ultrasonography, which enables the evaluation of the regenerate only during the initial stages of distraction, when corticalization has not yet occurred.1919 Eyres KS, Bell MJ, Kanis JA. Methods of assessing new bone formation during limb lengthening. Ultrasonography, dual energy X-ray absorptiometry and radiography compared. J Bone Joint Surg Br 1993;75(03):358–364

Several studies have suggested DEXA scanning as a tool to assess regenerate quality during the distraction phase and to decide the appropriate time for fixator removal.11 Alzahrani MM, Anam E, AlQahtani SM, Makhdom AM, Hamdy RC. Strategies of enhancing bone regenerate formation in distraction osteogenesis. Connect Tissue Res 2018;59(01):1–11,1313 Saran N, Hamdy RC. DEXA as a predictor of fixator removal in distraction osteogenesis. Clin Orthop Relat Res 2008;466(12): 2955–2961

Saran and Hamdy1313 Saran N, Hamdy RC. DEXA as a predictor of fixator removal in distraction osteogenesis. Clin Orthop Relat Res 2008;466(12): 2955–2961 used bone densitometry and plain radiography to determine the moment of stabilization of the BMD of the regenerate, and they found rates of fracture and deformity of the bone regenerate after removal of the external fixatorof3.6% and0%respectively, evenwith weightbearingas tolerated and no use of immobilization by patients.

Shyam et al.1515 Shyam AK, Singh SU, Modi HN, Song HR, Lee SH, An H. Leg lengthening by distraction osteogenesis using the Ilizarov apparatus: a novel concept of tibia callus subsidence and its influencing factors. Int Orthop 2009;33(06):1753–1759 calculated the BMD ratio based on the relationship betweentheBMDs oftheboneregenerate andof the normal bone, and they observed that an index higher than 0.85 would significantly prevent fracture and angulation of the bone regenerate after external fixator removal.

The measurement of cortex mineralization through bone densitometry is an objective method to assess the regenerate, as it enables a quantitative evaluation. However, its limitations include high costs and low relative availability, preventing its clinical applicability on a large scale.1717 Zhao L, Fan Q, Venkatesh KP, Park MS, Song HR. Objective guidelines for removing an external fixator after tibial lengthening using pixel value ratio: a pilot study. Clin Orthop Relat Res 2009; 467(12):3321–3326,2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

Bone scintigraphy

Three-phase bone scintigraphy is a non-invasive method to semiquantitatively assess changes in blood flow, blood distribution, and bone metabolism. The blood supply is considered closely related to the regenerate production capacity in distraction osteogenesis.3535 Nutton RW, FitzgeraldRH Jr, Kelly PJ. Early dynamicbone-imaging as an indicator of osseous blood flow and factors affecting the uptake of 99mTc hydroxymethylene diphosphonate in healing bone. J Bone Joint Surg Am 1985;67(05):763–770

Kawano et al.3636 Kawano M, Taki J, Tsuchiya H, Tomita K, Tonami N. Predicting the outcome of distraction osteogenesis by 3-phase bone scintigraphy. J Nucl Med 2003;44(03):369–374 assessed whether bone scintigraphy using technetium could help evaluate andpredict bone regeneration by comparing clinical indices, such as those of distraction, maturation, and external fixation, with bone scintigraphy data, including the perfusion index, the uptake ratio of the blood-pool image, and the uptake ratio of the delayed image. They concluded that three-phase bone scintigraphy is a reliable method to assess osteogenic distraction compared to clinical indices, especially the uptake ratio of the delayed image, which demonstrated greater predictability.

Despite the predictive potential of bone scintigraphy, few clinical studies have evaluated its use in osteogenic distraction.3636 Kawano M, Taki J, Tsuchiya H, Tomita K, Tonami N. Predicting the outcome of distraction osteogenesis by 3-phase bone scintigraphy. J Nucl Med 2003;44(03):369–374 In addition, its high cost and relatively low availability are limitations to its clinical applicability on a large scale. Moreover, this technique does not enable a concurrent assessment of bone alignment.

Quantitative Computed Tomography

Quantitative computed tomography measures BMD and evaluates bone alignment and body composition through a special software in a standard scanner. It provides a high- precision, low-error assessment, making it an excellent method to determine BMD changes over time.2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

Quantitative computed tomography relies on the differences in the absorption of ionizing radiation by different tissues, enabling the comparison of attenuation measurements with standard reference values to determine parameters such as the BMC and BMD.3737 Engelke K. Quantitative Computed Tomography-Current Status and New Developments. J Clin Densitom 2017;20(03):309–321 In addition, QCT can use three-dimensional images to assess the bone callus, for it enables performance of a finite element analysis to predict bone callus strength, with applications in musculoskeletal research.2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

However, its high cost and radiation dose demand consideration; moreover, currently, it is not widely applicable and available. Further studies are required to address these issues. With the development of QCT, the assessment of the bone regenerate may provide more valuable information, including bone healing monitoring and a prediction of its strength with finite element analysis.2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

Biomechanical assessment

Measuring changes in bone mechanical properties is the most direct method of assessing the bone healing process. Bone biomechanics is based on engineering mechanics, assessing bone quality per the mechanical properties of bone tissue under external action and the poststress biological effect on bone tissue.3838 Turner CH, Burr DB. Basic biomechanical measurements of bone: a tutorial. Bone 1993;14(04):595–608 The assessment of the mechanical properties of osteogenic distraction and new bone tissue often employs flexion, torsion, tension, and compression tests.3939 Martin DE, Severns AE, Kabo JMJM. Determination of mechanical stiffness of bone by pQCT measurements: correlation with nondestructive mechanical four-point bending test data. J Biomech 2004;37(08):1289–1293,4040 Cardoso GS, Amorim R, Penha FM, Horn FJ, Roesler CR, Marques JL. Biomechanical Analysis of the Behaviour at the Metaphyseal-Diaphyseal Junction of Complex Tibial Plateau Fractures Using Two Circular Fixator Configurations. Strateg Trauma Limb Reconstr 2020;15(03):138–145 Bone mechanical parameters, such as flexural and torsional stiffness, help to understand bone healing.4141 Sferra J, Kambic HE, Schickendantz MS, Watson JT. Biomechanical analysis of canine bone lengthened by the callotasis method. Clin Orthop Relat Res 1995;(311):222–226

The major limitation of biomechanical evaluation for regenerate monitoring is the risk of potential bone damage caused by the stress tests used in the measurement process. As such, the biomechanical evaluation is currently restricted to medical research.2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

Lineham et al.4242 Lineham B, Stewart T, Ward J, Harwood P. Measurement of wire deflection on loading may indicate union in ilizarov constructs: a pilot study. Strateg Trauma Limb Reconstr 2021;16(03):132–137 described a potential indirect biomechanical assessment by measuring the deflection of the Kirschner wires used to assemble the circular external fixation during stretching and bone transport. These authors4242 Lineham B, Stewart T, Ward J, Harwood P. Measurement of wire deflection on loading may indicate union in ilizarov constructs: a pilot study. Strateg Trauma Limb Reconstr 2021;16(03):132–137 observed that wire deflection was significantly associated with stability determined clinically and radiologically. Although this was a pilot study and the method remains unavailable, developing new invivo biomechanical measurement devices could help the clinical practice.

Biochemical markers

Theoretically, an alteration in bone metabolism can lead to subsequent morphological changes. In other words, variations in bone turnover markers (BTMs) levels should occur earlier than identifiable BMD modifications. Therefore, BTMs are a potential new method to assess bone healing and they may be a valuable addition to imaging tests.2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

Several types of BTMs have been identified,4343 Wu J, Liu L, Hu H, Gao Z, Lu S. Bioinformatic analysis and experimental identification of blood biomarkers for chronic nonunion. J Orthop Surg Res 2020;15(01):208 including osteocalcin (OC), bone-specific alkaline phosphatase (BSAP), procollagen type I N-terminal propeptide (PINP), and procollagen type I carboxy-terminal propeptide (PICP). Their levels may reflect the biological in vivo activities of osteoblasts and osteoclasts.4444 Zhu Z, Zhou H, Wang Y, Yao X. Associations between bone turnover markers and bone mineral density in older adults. J Orthop Surg (Hong Kong) 2021;29(01):2309499020987653

Fink et al.4646 Fink B, Feldkamp J, Fox F, Hofmann B, Singer J, Krieger M. Time course of osteocalcin, bone-specific alkaline phosphatase, and Cterminal procollagen peptide during callus distraction. J Pediatr Orthop 2001;21(02):246–251 studied the relationship between BTMs and radiographic density during distraction osteogenesis, and they found that serum OC and PICP levels can provide valuable information on bone formation during treatment.

Leung et al.4747 Leung KS, Lee KM, Chan CW, Mak A, Fung KP. Mechanical characterization of regenerated osseous tissue during callotasis and its related biological phenomenon. Life Sci 2000;66(04):327–336 studied a model of osteogenic distraction in goats and found a strong correlation between BSAP activity in plasma and the radiological morphology and biomechanical properties of the new bone. This correlation shows the potential use of BSAP to monitor the process of bone callus change and formation.

Kumar et al.4545 Kumar M, Shelke D, Shah S. Prognostic potential of markers of bone turnover in delayed-healing tibial diaphyseal fractures. Eur J Trauma Emerg Surg 2019;45(01):31–38 prospectively studied 168 patients with closed tibial fractures treated with locked intramedullary nails, and they demonstrated that BTM (BSAP, OC, and PINP) levels were significantly lower in subjects with late consolidation.

Several bone metabolic markers to monitor bone healing have been reported, some with a high degree of theoretical feasibility. However, further well-designed experimental and clinical studies are still needed to determine the clinical applicability of these biochemical markers in the follow-up and evaluation of the bone regenerate.2626 Liu Q, Liu Z, Guo H, Liang J, Zhang Y. The progress in quantitative evaluation of callus during distraction osteogenesis. BMC Musculoskelet Disord 2022;23(01):490

Mathematical model

Reina-Romo et al.4848 Reina-Romo E, Gómez-Benito MJ, García-Aznar JM, Domínguez J, Doblaré M Modeling distraction osteogenesis: analysis of the distraction rate. Biomech Model Mechanobiol 2009;8(04):323–335 presented a mathematical model based on a finite element structure to study the spatial and temporal patterns of osteogenic distraction close to the osteotomy site. A distraction rate of 0.3mm a day resulted in an early increase in mean bone density. Computationally, this lower distraction rate is accompanied by a lower level of mechanical stimulation, which stimulates osteogenesis. In contrast, a distraction rate of 2mm a day produces nonunion;4949 Li R, Saleh M, Yang L, Coulton L. Radiographic classification of osteogenesis during bone distraction. J Orthop Res 2006;24(03): 339–347 this finding is consistent with most clinical outcomes that consider that a distraction rate of around 1 mm a day has the best effects on tissue regeneration.5050 Ilizarov GA. The tension-stress effect on the genesis and growth of tissues. Part I. The influence of stability of fixation and soft-tissue preservation. Clin Orthop Relat Res 1989;(238):249–281

Subsequently, Reina-Romo et al.5151 Reina-Romo E, Gómez-Benito MJ, Domínguez J, et al. Effect of the fixator stiffness on the young regenerate bone after bone transport: computational approach. J Biomech 2011;44(05):917–923 extended the previously-developed differentiation model by incorporating tension-compression asymmetry. The new model considers that bone formation under traction would comprise mainly intramembranous ossification; in contrast, bone formation under a compressive loadwould consist mostlyofendochondral ossification.5252 Claes LE, Heigele CA. Magnitudes of local stress and strain along bony surfaces predict the course and type of fracture healing. J Biomech 1999;32(03):255–266 As such, the mechanical stimulus to activate bone tissue formation would be higher under tension rather than compression.5353 Aronson J. Temporal and spatial increases in blood flow during distraction osteogenesis. Clin Orthop Relat Res 1994;(301): 124–131

Hence, the biomechanical computational model of the bone transport process based on experimental models could be a useful tool in the follow-up of osteogenic distraction.5454 Mora-Macías J, Reina-Romo E, Domínguez J. Model of the distraction callus tissue behavior during bone transport based in experimentsinvivo. J Mech Behav Biomed Mater 2016;61:419–430

Bone regenerate classification

Although radiographs can provide valuable information about the distraction rate and regenerate alignment, qualitative and quantitative assessments of this new bone mustbe careful until the determination of the reliability and significance of these features.88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651

During radiographic evaluation, changes in limb position, beam penetrance, and magnification can significantly alter the image obtained. Observers may interpret the characteristics under scrutiny differently, and the relationship between these characteristics and the outcome is unclear.88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651

Several authors have tried to classify bone regeneration; however, with a few exceptions, the reliability and reproducibility of these classification systems have not been tested.22 Hamanishi C, Yasuwaki Y, Kikuchi H, Tanaka S, Tamura K. Classification of the callus in limb lengthening. Radiographic study of 35 limbs. Acta Orthop Scand 1992;63(04):430–433,88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651,5555 Catagni M. The radiographic classification of bone regenerate during distraction. In: Operative Principles of Ilizarov. Philadelphia: Williams & Wilkins; 1991:53–57,5656 Minty I, Maffulli N, Hughes TH, Shaw DG, Fixsen JA. Radiographic featuresof limblengthening in children. Acta Radiol 1994;35(06): 555–559 Some of these studies also have the disadvantage of presenting relatively small sample sizes and a relatively large number of influencing factors that limit the interpretation of their findings.4949 Li R, Saleh M, Yang L, Coulton L. Radiographic classification of osteogenesis during bone distraction. J Orthop Res 2006;24(03): 339–347

Table 1 shows a review of the bone regenerate classification systems reported in human and animal studies.

Table 1
Overview of bone regenerate classification systems

Catagni5555 Catagni M. The radiographic classification of bone regenerate during distraction. In: Operative Principles of Ilizarov. Philadelphia: Williams & Wilkins; 1991:53–57 described his radiological classification of the regenerate during osteogenic distraction with the Ilizarov apparatus based on a clinical experience with more than 800 cases. He classified the bone regenerate as normotrophic, hypertrophic, and hypotrophic, drawing attention to the need for its careful monitoring in search of features that could influence the stretching outcome. Although this classification provided critical insight into problems that may occur during osteogenesis, it was based purely on one observer’ s experience and does not consider the variability in bone response due to patient age, osteotomy site, or underlying pathology.88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651,1010 Fischgrund J, Paley D, Suter C. Variables affecting time to bone healing during limb lengthening. Clin Orthop Relat Res 1994; (301):31–37,5757 Aronson J, Shen X. Experimental healing of distraction osteogenesis comparing metaphyseal with diaphyseal sites. Clin Orthop Relat Res 1994;(301):25–30

Donnan et al.88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651 reviewed the existing classification systems and combined the essential characteristics of the other classifications into three groups: form, consistency, and polarity. Based on this new classification, these authors88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651 observed moderately good interobserver agreement regarding shape and consistency but only fair agreement regarding polarity. Archer et al.55 Archer L, Dobbe A, Chhina H, García HV, Cooper A. Inter-and Intra-observer reliability of the pixel value ratio, Ru Li’ s and Donnan’ s classifications of regenerate quality inpediatric limblengthening. J Limb Lengthening Reconstr 2018;4(01):26 evaluated the inter- and intraobserver agreement of the classification by Donnan et al.,88 Donnan LT, Saleh M, Rigby AS, McAndrew A. Radiographic assessment of bone formation in tibia during distraction osteogenesis. J Pediatr Orthop 2002;22(05):645–651 and they observed moderate interobserver and good intraobserver reliability.

Li et al.4949 Li R, Saleh M, Yang L, Coulton L. Radiographic classification of osteogenesis during bone distraction. J Orthop Res 2006;24(03): 339–347 developed a bone regenerate classification system based on the shape of the radiographic callus and the fracture type in different limb-lengthening stages, from osteotomy to distraction, consolidation, and fixator removal. They classified the radiographic features of distraction osteogenesis per shape and type. Shape consisted of callus width compared to the original bone osteotomy site. The type was based on four osteogenic distraction patterns (sparse, homogeneous, heterogeneous, and transparent) and three densities (low, intermediate, and normal).

The grading system developed by Liet al.4949 Li R, Saleh M, Yang L, Coulton L. Radiographic classification of osteogenesis during bone distraction. J Orthop Res 2006;24(03): 339–347 helps to record and monitor the distraction and healing of the bone regenerate.44 Muzaffar N, Hafeez A, Modi H, Song HR. Callus patterns in femoral lengthening over an intramedullary nail. J Orthop Res 2011;29 (07):1106–1113,4949 Li R, Saleh M, Yang L, Coulton L. Radiographic classification of osteogenesis during bone distraction. J Orthop Res 2006;24(03): 339–347 Its reliable interobserver correlation and high level of reproducibility for individual observers makes it useful for the follow-up of distraction osteogenesis.44 Muzaffar N, Hafeez A, Modi H, Song HR. Callus patterns in femoral lengthening over an intramedullary nail. J Orthop Res 2011;29 (07):1106–1113,55 Archer L, Dobbe A, Chhina H, García HV, Cooper A. Inter-and Intra-observer reliability of the pixel value ratio, Ru Li’ s and Donnan’ s classifications of regenerate quality inpediatric limblengthening. J Limb Lengthening Reconstr 2018;4(01):26,4949 Li R, Saleh M, Yang L, Coulton L. Radiographic classification of osteogenesis during bone distraction. J Orthop Res 2006;24(03): 339–347

Using the classification by Li et al.,4949 Li R, Saleh M, Yang L, Coulton L. Radiographic classification of osteogenesis during bone distraction. J Orthop Res 2006;24(03): 339–347 Isaac et al.33 Isaac D, Fernandez H, Song HR, et al. Callus patterns in femur lengthening using a monolateral external fixator. Skeletal Radiol 2008;37(04):329–334 observed that homogeneous and heterogeneous osteogenic distraction patterns yieldedgood outcomes, while transparent and sparse patterns led to poor outcomes. As for shape, they noted that fusiform, cylindrical, and lateral shapes yielded good outcomes, while the concave shape led to bad outcomes. Thus, these specific patterns may lead to potentially unsatisfactory outcomes, requiring a therapeutic plan to nullify this effect, such as adjusting the distraction rate and performing distraction-compression or bone grafting.

Tirawanish and Eamsobhana5858 Tirawanish P, Eamsobhana P. Prediction of callus subsidence in distraction osteogenesis using callus formation scoring system: preliminary study. Orthop Surg 2018;10(02):121–127 classified callus densityinto four patterns (three heterogeneous and one homogeneous). Clinically, heterogeneous patterns may alert the surgeon to potential issues, including a high distraction rate, fixator instability, early diastasis of the osteotomy site, or deformity correction. For these authors, the homogenous healing pattern was ideal, while a heterogeneous pattern would have a higher likelihood of a yielding poor outcome. They developed a scoring system applicable to osteogenic distraction in lowerlimb lengthening treatments that is used to record and summarize radiographic information; it enables the correlation of the bone callus characteristics, and has the goal of predicting good or bad outcomes. Thus, it is an assessment method to monitor progression and foresee potential problems, enabling the early adjustment of the treatment process if required. A score of 8 or 9, for instance, would indicate a good outcome, while a score lower than 7 would imply a poor outcome. This system has been proven to be reliable and reproducible by experienced and less experienced surgeons.

Final considerations

There are several methods to perform the quantitative assessment of bone healing during osteogenic distraction, including conventional radiography and pixel value in digital radiology, ultrasonography, bone densitometry and scintigraphy, QCT, biomechanical evaluation, biochemical markers, and mathematical models. These methods complement each other in the monitoring of the bone-lengthening process, and all have advantages and disadvantages (►Table 2).

Table 2
Advantages and disadvantages of bone regenerate evaluation methods

We believe that knowing the different methods currently available is fundamental. In addition, we understand that using several monitoring methodssimultaneously may be an ideal solution, pointing to a future direction in the follow-up of osteogenic distraction.

  • Financial Support
    The authors declare that they have not received any financial support from public, commercial, or not-forprofit sources to conduct the present study.
  • *
    Work developed at the Orthopedics and Traumatology Service, Hospital Governador Celso Ramos, Florianópolis, SC, Brazil.

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Publication Dates

  • Publication in this collection
    20 May 2024
  • Date of issue
    Jan-Feb 2024

History

  • Received
    19 Sept 2022
  • Accepted
    12 Apr 2023
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