Abstract
Purpose of review
Osteonecrosis of the Jaw (ONJ) in an uncommon condition noted to occur in patients with cancer receiving intravenous bisphosphonates. The etiology of ONJ remains unknown. The leading hypotheses addressing the mechanism of ONJ are reviewed here.
Recent findings
The present clinical data suggests that ONJ may occur in approximately 5% of patients with metastatic bone disease. The ability to predict an individual’s risk of developing ONJ remains elusive. It is likely that an altered bone microenvironment and/or host defense mechanisms effected by medications used to treat patients with metastatic bone disease contributes to the development of ONJ. Medications that significantly reduce osteoclastic activity are associated with ONJ. Preclinical models of ONJ are being developed, but to establish such an intricate systemic condition in animals is challenging.
Summary
The ONJ field has progressed via knowledge gained by case reports, population-based studies and emerging animal models. Still, there are myths that need to be resolved and important clues that need to be investigated. Understanding the pathophysiology of this condition will be critical to improve patient care. Communications between oncologists, dentists, basic scientists and patients are central to effective treatment and research for this condition.
Keywords: necrotic bone, bisphosphonate, antiangiogenesis, immunomodulation
Introduction
Osteonecrosis of the jaw (ONJ) is an uncommon problem, which appears to occur in approximately 5% of patients receiving intravenous bisphosphonate in the management of metastatic bone disease . Much of what is known about ONJ has come from case reporting where the incidence of ONJ in patients with metastatic bone disease ranges from 1–18% (1,2). ONJ appears to occur much less frequently in patients receiving oral bisphosphonates in the management of osteoporosis or Paget’s disease of the bone (3). The incidence of ONJ in the general public is unknown.
Risk factors associated with the development of ONJ appear to include bone invasive dental procedures, comorbid conditions (most notably cancer), bisphosphonate exposure, lifestyle and behaviors (tobacco, alcohol) and antecedent factors (60% occurring after a dentoalveolar surgery or extractions) (4,5). Although the etiology of ONJ remains undefined, potential mechanisms have been proposed and include over suppression of bone turnover, immune dysfunction, and suppressed angiogenesis. [Table 1] A review of the recent clinical, translational, and basic science literature is presented here.
Table 1.
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Clinical: Oversuppression of Bone Turnover
The intravenous nitrogen containing bisphosphonates (IV-NBP) are potent inhibitors of osteoclast function and are used in to decrease the risk of skeletal complications of malignancy in patients with metastatic bone disease. Case reports of ONJ suggest that it is more common in patients exposed to the higher potency bisphosphonates for a longer period of time (5). Bone remodeling is critical to the healing process and it has been hypothesized that ONJ is associated with over suppression of bone resorption and disruption of the bone remodeling (6). Clinically, the apparent increased risk of ONJ with zoledronic acid, a highly potent IV-NBP, and the affect of cumulative dosing, supports the hypothesis that strong inhibition of bone remodeling is associated with ONJ (4).
If ONJ is associated with profound osteoclast inhibition, then ONJ may occur with other osteoclast inhibiting therapies, including the monoclonal antibody, denosumab, which targets receptor activator for nuclear factor κ B ligand, (RANKL). In two Phase III randomized, placebo controlled, clinical trials comparing zoledronic acid (4mg intravenously monthly) versus denosumab (120 subcutaneously monthly), ONJ occurred with equal frequency in both treatment arms. In the study of 2046 patients with metastastic breast cancer there were 14 patients in the zoledronic acid arm (1.4%) and 20 patients in the denosumab arm (2.0%) who developed ONJ (7). In the study of 1776 patients with metastatic bone disease from multiple myeloma, or solid tumors (excluding breast and prostate), ONJ was seen in 10 patients (1.1%) on denosumab and 11 patients (1.3%) on zoledronic acid (8). These prospective data suggest that the incidence of ONJ is approximately 1–2% over 2–3 years in patients with metastatic bone disease treated with potent osteoclast inhibitors. Phase III clinical trials exploring monthly versus every 3 monthly dosing of zoledronic acid are ongoing and incorporate assessments of oral health to evaluate whether the intensity of drug dosing alters the risk of ONJ. [Table 2]
Table 2.
Clinicaltrails.gov identifier | Title (running title) | Sponsor | Comments |
---|---|---|---|
NCT00462098 | Randomized Controlled Trial of Hyperbaric Oxygen in Patients Who Have Taken Bisphosphonates | Duke University | This study is currently recruiting participants |
NCT00874211 | Zoledronic Acid in Treating Patients With Metastatic Breast Cancer, Metastatic Prostate Cancer, or Multiple Myeloma With Bone Involvement | Southwest Oncology Group | This study is currently recruiting participants |
NCT00869206 | Long Term Efficacy and Safety of Zoledronic Acid Treatment in Patients With Bone Metastases | Cancer and Leukemia Group B | This study is currently recruiting participants |
NCT00320710 | Efficacy and Safety of Zoledronic Acid ( Every 4 Weeks vs. Every 12 Weeks) in Patients With Documented Bone Metastases From Bone Cancer | Novartis | This study is currently recruiting participants |
NCT00375427 | Safety and Efficacy of Zoledronic Acid in Patients With Breast Cancer With Metastatic Bone Lesions | Novartis | This study is currently recruiting participants |
NCT00434447 | Long Term Efficacy and Safety of Zoledronic Acid Treatment in Patients With Bone Metastases | Long Term Efficacy and Safety of Zoledronic Acid Treatment in Patients With Bone Metastases | This study is ongoing, but not recruiting participants |
NCT00601068 | Proposal For The Development Of A Well Defined Database For Patients With Oral Bisphosphonate- Related Osteonecrosis | University of Florida, Merck | This study is ongoing, but not recruiting participants |
NCT00592982 | Bisphosphonate-Associated Jaw Osteonecrosis and PET Imaging | University of Arkansas | This study is ongoing, but not recruiting participants |
Clinical: Immune Dysfunction
The mechanisms of action of the anticancer therapies used in patients with metastatic bone disease vary widely. The bulk of therapies can be associated with immuno-suppression either secondary to suppression of the bone marrow and hematopoiesis or due to the incorporation of high dose glucocorticoids into the regimen. It has been proposed that immuno-suppression and/or dysfunction may be a risk factor for ONJ. Although the role of vitamin D in immune function is still being defined, it is critical to bone health (9) and may serve as an immunomodulator. The role of vitamin D deficiency in ONJ has been suggested but not thoroughly evaluated. In patients with multiple myeloma there did not appear to be a correlation between serum levels of 25 hydroxyvitamin D and ONJ (10). Using a cut off of < 30 ng/ml, it is estimated that greater the 75% of the adult US population is vitamin D insufficient (11) . Similarly, in patients with metastatic breast cancer receiving intravenous bisphosphonates, the frequency of vitamin D levels < 30 ng/ml is 67% (12). Given the frequency of vitamin D insufficiency (13–15) and the limitations of the existing ONJ data, it is difficult to comment on whether low levels of vitamin D link at all to ONJ.
Intertwined with the hypothesis of immune function effecting risk of ONJ is the question of how the oral microflora, particularly Actinomyces species and its associated range of pH, may affect the risk of developing ONJ (5, 16). Denture use is associated with ONJ, perhaps due to bisphosphonates negatively affecting mucosal healing and subsequently oral flora invading bone (17). Clinical research is ongoing to investigate the oral flora microenvironment. In a cohort study collecting gingival crevicular fluid from patients with prior intravenous bisphosphonate exposure with and without ONJ and a control group analysis of bacterial DNA suggested that there may be a shift in the bacterial profile in ONJ and IVBPs subjects as compared to healthy controls (18). The analysis of the microbial profiles continues and the significance of any change in bacterial profile is yet to be defined.
Clinical: Suppressed Angiogenesis
Angiogenesis has become a target for anticancer therapies (19) and both licensed and experimental therapies are in clinic (20). Due to the importance of the vasculature to wound healing, it has been hypothesized that drugs altering normal vascularization may impact on the risk of ONJ. Interestingly, cases of ONJ have been reported in patients treated with the monoclonal antibody to vascular endothelial growth factor (VEGF), bevacizumab, who have not received IV-NBP (21, 22) as well as cases of ONJ occurring in patients treated with bevacizumab or sunitinib when used with IV-NBP (23, 24). In a Phase II clinical trial exploring bevacizumab, docetaxel, thalidomide, and prednisone in men with chemotherapy naïve metastatic prostate cancer who were permitted concurrent zoledronic acid, the incidence of ONJ was 18% (2). This report raises the concern that regimens with bevacizumab may increase the risk of ONJ. However, an ad hoc evaluation of 3 Phase III clinical studies in 3,560 patients with locally recurrent or metastatic breast cancer receiving bevacizumab containing therapy observed a 0.9–2.4% incidence of ONJ (25). There was no statistical difference in the incidence of ONJ in the bevacizumab versus placebo arms. Similarly, there was not statistical difference in the incidence of ONJ in those treated with bisphosphonate, or not. The analysis is limited by the retrospective design and the use of adverse report forms used to generate the data. However, this data on bevacizumab and ONJ is consistent with the single center retrospective analysis where the incidence of ONJ in patients treated with bevacizumab without bisphosphonate was 0% and 2% in those treated with bevacizumab and bisphosphonate. (26)
A genome wide association study performed in 24 cases of ONJ and 651 controls identified 4 polymorphisms in CYP2C8 were associated with an increased risk of developing ONJ (27). In addition to affecting drug metabolism, CYP2C8 may play role in the cascade of angiogenesis (28) thus supporting the hypothesis of ONJ being associated with vascular disruption. To investigate whether hyperbaric oxygen (HBO) may be an adjunctive therapy for ONJ wound healing, clinical trials of HBO are ongoing with encouraging results to date (29). Clinical trials in patients with metastatic bone disease assessing ONJ are ongoing as illustrated in Table 2.
Preclinical
The development of an animal model is essential for understanding the etiology and pathophysiology of ONJ. Oncology patients with ONJ typically have a history of multiple different kinds of chemotherapy that have immunosuppressive and antiangiogenic effects. Therefore, it is likely that an altered bone microenvironment and/or host defense mechanisms effected by chemotherapeutic drugs contributes to the development of ONJ. It is also possible that the interaction between bisphosphonates and cancer plays a role in the pathophysiology of ONJ. However, to establish such an intricate systemic condition in animals is challenging. For instance, mice typically do not survive long enough to study the effect of long-term bisphosphonate therapy in established mouse models of metastatic cancer. Furthermore, a recent cohort study shows that the prevalence of ONJ is less than 10% (17). Such low incidence of ONJ also makes animal research difficult to design. Accordingly, animal models are currently lacking. However, advances have been made in ONJ research at the preclinical level in the past few years. The preclinical studies exploring the 3 major hypotheses for the mechanism leading to ONJ are reviewed here.
Preclinical: Oversuppression of Bone Turnover
Bone is constantly remodeled by bone cells to maintain its integrity. Osteocytes, in particular, reside in mineralized matrices and communicate with neighboring osteocytes and other cells on the bone surface. Responding to signals from osteocytes in the bone, osteoclasts are activated and migrate into damaged bone sites to initiate bone remodeling (30). Thus, osteocytes and osteoclasts are cardinal in the early stage of bone remodeling. Bisphosphonates have site-specific affinity for bone (31). In the mouse mandible, bisphosphonates are mainly localized in the alveolar bone .Roelofs et al. found the deposition of bisphosponates in osteocytes lacunae near vascular channels in mice (32). Since osteocytes are the only cells that reside in the lacunae, accumulated bisphosphonate would eventually alter the cellular activity of osteocytes. Allen and Burr reported that a large number of empty osteocyte lacunae developed in the canine mandible after three years of alendronate therapy while no empty osteocyte lacunae were noted in the control group (33). No ONJ was noted in their study. These findings suggest that long-term bisphosphonate therapy has an adverse effect on osteocyte viability.
Because microdamage accumulation is one of the factors which stimulate bone remodeling, it is thought that bone remodeling rates would vary in different skeletal sites. In canines, the bone remodeling rate is high in the jaw throughout life, while it declines with age in the femur (34), suggesting that the jaw requires steady bone turnover regardless of age. Since osteoclastic bone resorption is essential for bone remodeling, the inhibition of osteoclasts by bisphosphonates would have a greater impact on the health of the jaw bone than other bones in an aged population. A recent study demonstrated that the bone remodeling rate in canine mandible was significantly suppressed after the 3-month zoledronic acid administration and virtually no bone turnover noted in the mandible after the 6-month zoledronic acid therapy (35). Thus, in this hypothesis, microdamage occurs and induces local osteocyte death initially. Such local necrotic bone requires repair but due to osteoclast inhibition bone remodeling is not accomplished (36). With suppressed bone remodeling microdamage accumulates and local necrotic bone grows. This may eventually manifest as ONJ.
Preclinical: Immune Dysfunction
It is clear that osteoclasts are a main target of bisphosphonates. However, accumulating evidence indicates that bisphosphonates are able to activate other cell types, especially immune-modulating cells. Vγ 9Vδ2 T cells that play a major role in innate immunity have been shown to be activated by bisphosphonates (37, 38). Using a fluorescent labeling technique Coxon et al. showed that non-bone resorbing phagocytotic cells, such as macrophages/monocytes, are able to take up small amounts of bisphosphonates in vitro (39). Roelofs et al. used a similar technique to investigate the effect of bisphosphonates on non-osteoclast cells in vivo and found that CD14 high bone marrow monocytes uptake bisphosphonates (32). When macrophages were sensitized with bisphosphonates, chemokine production was suppressed (40). Bisphosphonates are also able to modulate the maturation of dendritic cells (41). These findings support an immunomodulatory effect of bisphosphonates. In 2008 Sonis et al. reported that mice treated with bisphosphonates and dexamethasone developed ONJ-like lesions following tooth extraction (42). No ONJ-like lesions were detected in the group treated with bisphosphonate alone in the study. Considering that dexamethasone has an immunosuppressive effect, in this rat ONJ model immune dysfunction might play a role. In fact, immune dysfunction is one of the main characteristics of multiple myeloma (43) and a great number of ONJ patients have received immunosuppressive therapy. Kikuiri et al. further investigated the mechanisms by which bisphosphonates and dexamethasone alter the immune system in vivo and found that regulatory T cells that maintain immune homeostasis were suppressed and that T helper 17 cells (Th17) which play a role in autoimmunity were activated (44). When mesenchymal stem cells were infused into the animal, ONJ was healed or the animal was protected from ONJ development. Thus, dysregulation of the immune tolerance could be involved in the development of ONJ. A link between ONJ and the immune system was further supported in a study where bisphosphonate-treated animals with vitamin D deficiency developed ONJ-like lesions following tooth extraction (45). In addition to a critical role in calcium absorption, Vitamin D has an impact on immune function (46). Thus, altered immune responses could predispose oncology patients to the development of ONJ.
Preclinical: Suppressed Angiogenesis
A hypothesis has been proposed that the inhibition of blood vessel formation by bisphosphonates is partly responsible for the development of ONJ. Bisphosphonate therapy delays wound healing following tooth extractions by inhibiting angiogenesis in vivo (47, 48). However, whether the anti-angiogenic effect of bisphosphonates comes via osteoclast inhibition or other cells, such as macrophages/monocytes, remains unknown. Osteoclasts are proposed as angiogenic cells (49). During bone remodeling angiogenesis follows osteoclastic bone resorption. Bone resorption releases matrix-bound angiogenic growth factors to stimulate blood vessel formation. Therefore, the inhibition of osteoclasts by bisphosphonates results in suppression of the release of angiogenic factors. Hirbe et al. investigated the mechanisms of an anti-tumor effect of bisphosphonates and showed that bisphosphonates inhibited tumor growth in an osteoclast independent manner (50). Thus, the mechanisms of suppressed angiogenesis in ONJ would be different from those in tumor growth. Tumor-associated macrophages may play a role in tumor growth and angiogenesis (51). Since macrophages can uptake bisphosphonates, the anti-tumor effect of bisphosphonates could be attributed to such altered macrophage function.
Osteoclasts are of hematopoietic origin and share some biological functions with macrophages/monocytes, hence, the suppression of osteoclasts by bisphosphonates could influence the host immune mechanisms and tissue remodeling including angiogenesis. Additionally, bacterial infection and subsequent biofilm formation exacerbate the condition of ONJ (52, 53). Thus, the pathophysiology of ONJ is complicated and complex preclinical models are needed.
Along with angiogenesis, lymphangiogenesis has recently been highlighted as a potential consideration for the development of osteonecrosis of the jaw (36). In a mouse model of osteomyelitis, Li et al reported that antiresorptives limited draining lymph node size during the establishment of osseous infections. They drew parallels with the histopathology of ONJ. These findings warrant further investigation.
Summary and Future needs
Considering ONJ was apparently non-existent ten years ago, the field has progressed via knowledge gained by case reports, population-based studies and emerging animal models. Still, there are myths that need to be resolved and important clues that need to be investigated for our understanding of the pathophysiology to translate into improved patient care. Three lead areas worthy of investigation include the impact of antiresorptives on alveolar bone turnover, on immune dysfunction, and on altered angiogenesis.
There is promulgation in the literature of the tenet of higher turnover in the alveolar bone than other skeletal sites. However, there has never been a systematic study of bone turnover and bone formation in human alveolar bone versus other skeletal sites, nor has there been a study of the actions of bisphosphonates in human alveolar bone at the tissue or cellular level. Such studies are imperative to be able to understand the unique action of these drugs and their association with ONJ. Furthermore, it is not clear whether there are stage specific effects of bisphosphonates during osseous wound healing. Osteoclasts are important during healing after a tooth extraction at two key stages (54). They are first seen after the influx of leukocytes at the margins of bone disrupted by the extraction trauma where they function to recontour the wound margins. Later, after woven bone is laid down, osteoclasts facilitate remodeling of immature bone into mature lamellar bone. Many clinicians recommend that patients take a drug holiday before and after an extensive dental procedure, yet this is still controversial and not based on scientific evidence. It would be prudent to know what the temporal implications are for anti-resorptives on osteoclast prominent events during wound healing.
The impact of anti-resorptives on the convergence of inflammation, immune dysfunction and response to microbial infection is a vital avenue for further investigation. Once an established well characterized animal model of ONJ is developed, studies in this area should become more feasible and lead to improved knowledge of these mechanisms. An important goal of such studies would be to formulate a base for the development of prudent preventive strategies when dental procedures are required in patients on high dose bisphosphonates. Antibiotic regimes and immunomodulation via vitamin D supplementation or other approaches may become more rational with a stronger base of information.
The literature on anti-resorptives and angiogenesis has not yet led to a clear indication of the contribution of vascular supply in the bone with development of osteonecrosis. Studies pro and con are apparent and suggest that better experimental approaches are needed. The vascular spaces in bone are unique and although angiogenesis studies in the cancer field are extensive, very little is known about the vascular supply within the marrow and how bisphosphonates impact this. Case reports of angiogenesis inhibitors and the development of ONJ are suggestive, but are far from definitive. With the advent of improved MR imaging techniques that can associate bone mineral density with vascular perfusion at various skeletal sites, it should be feasible to evaluate the impact of anti-resorptive therapies on vascular perfusion in bone (55).
Conclusion
As the emerging literature suggests that bisphosphonates may not be the only drugs associated with ONJ, better epidemiologic data of the incidence of ONJ in various populations is clearly needed. As more information is gathered regarding epidemiology, mechanisms identified in animal models and experience via case controlled studies, our clinical treatment guidelines need to be revisited and updated. Finally and importantly, sound and open lines of communication between oncologists, dentists, and patients are central to effective treatment for this condition.
Acknowledgments
Catherine Van Poznak is supported by the NIDCR grant, 5K23DE20197-2; Genetic Risk of Osteonecrosis of the Jaw (ONJ) in Patients with Metastatic Cancer; Junro Yamashita is supported by the NIDCR grant R03DE018923and Laurie McCauley by the NCI grant PO1 CA093900 and NIDCR grant R21019395
Contributor Information
Junro Yamashita, Email: yamashit@umich.edu, Department of Biologic Materials and Sciences, University of Michigan, Ann Arbor, Michigan, 48109, Phone: 734 764 0238.
Laurie McCauley, Email: mccauley@umich.edu, William K and Mary Anne Najjar Professor of Periodontics, Professor of Dentistry, Department of Periodontics, School of Dentistry and Professor of Pathology, Medical School, University of Michigan, Ann Arbor, Michigan, 48109, Phone: 734 764 1562.
Catherine Van Poznak, Email: cvanpoz@umich.edu, Internal Medicine Department, Hematology/Onoclogy, University of Michigan, Ann Arbor, Michigan, 48109, Phone: (734) 936-9209, Fax: (734) 615-2109.
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