Abstract
Spinal tuberculosis (TB) produces neurological complications and grotesque spinal deformity, which in children increases even with treatment and after achieving healing. Long-standing, severe deformity leads to painful costo-pelvic impingement, respiratory distress, risk of developing late-onset paraplegia and consequent reduction in quality and longevity of life. The treatment objective is to avoid the sequelae of neural complications and achieve the healed status with a near-normal spine. In TB, the spine may become unstable if all three columns are diseased. Pathological fracture/dislocation of a diseased vertebral body may occur secondary to mechanical insult. Surgical decompression adds further instability, as part of the diseased vertebral body is excised. The insertion of a metallic implant is to provide mechanical stability and the use of an implant in tubercular infection is safe. Indications for instrumented stabilisation can be categorised as: (a) pan vertebral disease, in which all three columns are diseased; (b) long-segment disease, in which after surgical decompression a bone graft >5 cm is inserted with instrumentation to prevent graft-related complications and consequent progression of kyphosis and neural complications and (c) when surgical correction of a kyphosis is performed when both anterior decompression and posterior column shortening is required. The implant choice should be individualised according to the case. Pedicle screw fixation in kyphus correction in healed disease is a most suitable implant. Hartshill sublaminar wiring stabilisation in active disease is a suitable implant to stabilise the spine, taking purchase against healthy posterior complex of the vertebral body to save a segment.
Introduction
Spinal tuberculosis (TB) produces neurological complications and grotesque spinal deformity [1, 2] which is caused secondary to damage by infection. Even after achieving the healed status, spinal deformities continue to advance during growth due to the biomechanical stresses on the structurally weakened vertebral column and produce severe degenerative changes in the proximal and distal segments of the spine [1, 2]. The spinal cord undergoes intrinsic changes that produce late-onset paraplegia, with consequent poor chances of neural recovery after surgery [3]. In the pre-antibiotic era, the objective of treatment was to attain disease quiescence by natural immunity. With the introduction of antitubercular drugs, the treatment objective became achieving the healed status, but there was a resulting sequelae of kyphosis. Now, the objective is to cure the disease, with no sequelae of neural complications and an almost near-normal spine.
Kyphosis in spinal TB continues to deteriorate with conservative treatment in all cases and 3–5% of cases will have severe progression [4, 5]. 44% of children experience spinal deformity progression on prolonged follow-up despite having achieved disease healing [1, 4]. Some also develop neurological complications. This suggests that, besides the infective process, certain biomechanical considerations render the spine unstable and predisposes it to mechanical damage. The vertebral body or diseased segment of the spine is the weakest when treatment is started [6–8]. The infective process is halted under cover of anti-TB drugs and repair begins. The spine must be protected by suitable external braces until it attains structural strength. Surgically treatable lesions are debrided, and the resultant gap is grafted using a tricortical cortico-cancellous bone graft, which is weakest when first inserted. The reparative process, revascularisation and bone-graft incorporation takes several months. During this time, the spine needs to be protected either by an external corset or by instrumented stabilisation at the same time or during a second stage in order to obviate graft-related complications, such as slippage/breakage and consequent deterioration of kyphosis and neural complications [6]. The behaviour of the bone graft following uninstrumented anterior decompression in spinal TB was evaluated. The bone graft provides sufficient stability and structural support in only 41% of patients with a short defect. The need for an external splint was suggested when the bone graft exceeds 5 cm (two-disc heights) to prevent graft-related complications [1, 4]. Instrumented stabilisation also allows earlier ambulation and better rehabilitation, reduces morbidity and promotes a notable improvement in pain relief and self-confidence.
Spinal instability
The spine is considered unstable if two columns are disrupted, as in spinal trauma [9]. In vertebral fractures, the force of trauma acutely disrupts both columns, and the spine is maximally unstable on the day of trauma. Chronic inflammation of the two columns, as in spinal TB, may not always render the spine unstable because tissues show a concomitant healing response despite destruction by the infective process. Once a mechanical insult in the form of pathological fracture of a diseased vertebral body occurs, the spine becomes grossly unstable. Tubercular lesions in which all three columns are diseased are potentially unstable and unable to resist transitory stresses, which may lead to pathological subluxation/dislocation of the spinal column with resultant gross neural deficit. Similarly, laminectomy performed for a diseased vertebral body leads to increased neural deficit and consequent paraplegia [2].
Biomechanical stresses are more evident in tubercular lesions of junctional areas, such as the cervico-dorsal, dorso-lumbar, or lumbo-sacral spine, as they are the junction of a fixed and a mobile segment, and spinal curvature is changed from kyphosis to lordosis or vice versa [10]. Surgical decompression adds further instability, as part of the diseased vertebral body is excised to achieve spinal-cord decompression [2].
Metal and tuberculosis
Oga et.al observed no persistent or recurrent infection after surgery in patients with spinal TB treated with posterior spinal Instrumentation. The adherence property of the mycobacterium TB to stainless steel was evaluated experimentally. Few mycobacteria adhere to the stainless steel, whereas Staphylococcus heavily colonizes on stainless steel. Pyogenic organisms form a thick biofilm, whereas mycobacteria show a scanty biofilm. Hence, the use of implant in the presence of TB infection is theoretically safe [11].
Instrumented stabilisation is not used in all cases of spinal TB. Jain et al. analysed all articles in which instrumented stabilisation was reported over the last 20 years [2, 12]. Stabilisation was mostly performed to prevent on treatment the deterioration of kyphosis. There were 1,097 patients stabilised by either anterior or posterior instrumentation in 123 analysed series. Data was incomplete regarding the indication for instrumentation, choice of implant , number of vertebral bodies affected, pre-operative kyphosis and final kyphosis in the majority of the cases. Stabilisation was initially reported with Harrington distraction rods or sublaminar segmental wiring in the case of circumferential spine involvement or where laminectomy was performed in an anterior disease [13, 14]. In later series, posterior stabilisation by Harrington rods or Luque segmental wiring was reported to prevent graft related complications and eventual kyphosis progression in cases where pre-operative vertebral body loss was greater or the graft length after surgical debridement exceeded two disc heights [15, 16]. Anterior instrumentation (n = 635) was inserted in all segments of the spine. The mean vertebral body involvement was 25.35% (n = 161) cases, with >51% of cases having one vertebral body affected and 49% having two or more. Mean preoperative kyphosis was 25.35°, immediate postoperative kyphosis was 9.08° and final kyphosis was 12.97°. There was an overall 2.3° kyphosis progression after surgery [12].
Posterior instrumentation has been described after anterior decompression surgery as either a single- or two-stage procedure. Mean kyphosis correction achieved was 19.03° and at follow-up, correction loss was 2°. Overall, most of these cases involved only short-segment disease, with initial kyphosis of 30–35°, which could be reduced to 15–18° by instrumented stabilisation [12].
In the last 5 years, many articles have been published in which the principles of kyphosis correction in active and healed disease are described. MEDLINE and Google searches (2000–2011) were performed to identify review articles and case series published in English-language journals regarding instrumented stabilisation with the terms instrumented stabilisation, spinal TB, Pott’s disease." Studies with less than five cases were excluded. Additional studies were identified from review articles and articles cited in original papers. Abstracts, letters to the editor and unpublished data were not considered. Forty-one studies were identified that met the inclusion criteria. The spinal instrumentation used could be broadly categorised into the following four groups [2, 12].
Posterior instrumentation and anterior decompression performed as two separate approaches and one- or two-stage operations
Overall the mean preoperative kyphosis was corrected from 28.3° to 16.17° by posterior instrumentation and anterior debridement performed by two separate approaches and one-stage procedures in 668 patients [11, 17–35]. The correction attained in healed disease (n = 80) was reported in five series [17, 18, 25, 28, 31], whereas the remaining patients underwent instrumentation during active disease. In two of the series, a two-stage procedure was initially used, but as the surgeon gained expertise, the procedure was done in a single stage [17, 18]. Seventy-one patients (three series) underwent a two-stage procedure, with instrumentation performed after 2–3 weeks following debridement [22–24]. Kyphosis correction was maintained well in those with active disease. These patients required turning from the lateral to the prone position after anterior debridement for posterior instrumentation surgery.
However, if in situ posterior instrumentation is done first, then the degree of kyphosis correction will be less than desired [17, 18]. Erturer et al. reported simultaneous posterior–anterior–posterior surgery in a multilevel TB spondylitis associated with severe kyphosis. The authors used two approaches. Initially pedicle screws and rods were inserted via a midline posterior approach in the prone position, and the patient was then shifted to the lateral position for abscess drainage through an anterior exposure, from the right side during a thoracotomy for dorsal lesions and through the left side, via the thoracoabdominal approach, for dorsolumbar lesions. After debridement, the posterior incision was opened again and the kyphotic deformity corrected. A titanium mesh cage filled with spongious allograft bone chips was placed in the anterior corpectomy site, and appropriately contoured rods were placed posteriorly. Kyphosis correction was 35.1° [25]. Posterior instrumentation performed as a second stage following anterior decompression was associated with increased operating time, leading to greater blood loss, prolonged anesthesia and increased postoperative morbidity. None of the major complications related to posterior instrumentation were reported, such as loosening, breakage and implant prominence, apart from approach-related complications such as infection, skin necrosis and wound dehiscence. [11, 17–35].
Posterior instrumentation with transpedicular or anterolateral anterior debridement
In this method, exposure of the spine is performed by midline posterior incision and pedicle screws are fixed [36–46]. Anterior decompression is performed anterolaterally after a costo-transversectomy or through the bed of the pedicles (Figs. 1, 2). These 11 series (n = 324) reported good kyphosis correction from mean pre-operative angle of 43.9° to post-operative 19.1°. Forty-four patients in three series [41, 43, 46] underwent transpedicular or anterolateral debridement, along with posterior instrumentation for active disease. The remainder had healed disease. Most of the recent studies used pedicle screw fixation; however Laheri et al. used the Hartshill system [36]. Complications were related to posterior instrumentation, such as loosening, breakage and prominence of the implant. There were also approach-related complications, such as infection, skin necrosis and wound dehisence. This approach is demanding and is associated with prolonged operative time and more extensive blood loss [36–46].
Posterior instrumentation and anterior decompression by single incision
Anterior decompression and concomitant posterior instrumentation with or without posterior column shortening was performed (Figs. 2, 3). The advantages suggested were simultaneous visualisation of anterior and posterior columns of the spine to achieve adequate decompression and posterior stabilisation [6, 10]. Of the cumulative 54 patients treated by this approach, 15 underwent instrumentation during active disease but had no kyphosis and 39 underwent kyphosis correction during active disease. The spine was instrumented with Hartshill rectangle and sublaminar wires. The mean pre-operative kyphosis of 51.6° was corrected to 27°. Complications were mainly approach-related, such as wound dehiscence at the T junction and wire breakage and loosening. [6, 10].
Anterior instramentation stabilisation
Anterior instrumentation with plate or rods are described, with suggestion that this approach decreases operating time, blood loss and postoperative morbidity and are performed with a single approach [21, 33–35, 47–55]. In the anterior instrumentation group, there was only one series(n = 22) [55], and in that series, anterior instrumentation was done during healed disease in only six cases; 811 patients were operated upon during active disease stage. It is difficult to eradicate the fear that infection will persist beneath the metal if it is placed in the area of infection. Benli et al. compared results of anterior plate and rod systems after debridement and fusion and found that there were no significant differences between the two systems in terms of sagittal alignment reconstruction and fusion rate [21]. Dual-rod designs may offer greater adjustability and control over screw placement as well as increased load sharing, but possibly at the expense of rigidity. Plate systems are designed to be stiffer and less prone to fatigue failure, but there are theoretical concerns and unanswered questions regarding the risk of pseudoarthrosis and device-related osteopaenia with very rigid spinal implants [21]. The authors reported no significant differences between the two instrumentation systems in terms of sagittal alignment, reconstruction and fusion rate [21, 33–35, 47–55]. The limitation with these studies was the limited kyphosis correction of 15–20° from 30°. Cumulative pre-operative kyphosis in the anterior instrumentation group (n = 811) was 23°, which was corrected to 9.7°. Complications associated with anterior instrumentation are cage dislodgement, major vessel injury, screw displacement and injury to visceral organs such as oesophageal perforation and Zenker’s diverticulum due to anterior screws [21, 33–35, 47–55].
Indications for instrumented stabilisation
Overall, after review of the literature and the author’s personal experience, the indications for instrumented stabilisation are [2, 6, 10, 12]:
panvertebral disease;
long-segment disease;
surgical correction of kyphosis;
miscellaneous.
Panvertebral disease
The spine is potentially unstable in TB lesions of all three columns, with consequent risk of pathological subluxation/dislocation and paraplegia. It can be suspected radiologically by absence of a pedicle shadow and minimal scoliosis in anteroposterior (AP) x-rays, along with vertebrae body (VB) disease [56]. Prophylactic stabilisation is indicated in such cases, with anterior decompression if pathological dislocation of the spine has occurred. (Fig. 3).
Long-segment disease
Instrumented stabilisation is indicated to provide mechanical stability to anterior bone graft in a spinal TB lesion with disease of four or more vertebral bodies (length of bone graft >4–5 cm) and anterior decompression and fusion is contemplated (Fig. 4).
Kyphosis correction
Kyphosis correction in active disease can be performed by anterior corpectomy, posterior column shortening, anterior fusion, posterior fusion and posterior instrumentation (Fig. 5).
Miscellaneous indications
In cervical-spine disease, anterior decompression, bone grafting and anterior cervical plate fixation is adequate following lesion debridement. Many studies describe bone defects after anterior debridement that are bridged by a titanium cage filled with bone graft on the supposition that the cage resists sinking in VB disease with consequent kyphosis increase. However, insertion of tricortical corticocancellous iliac crest graft has also been reported, with minimal sinking in diseased VB when concomitant posterior instrumented stabilisation has been done.
Implant choice
Implant choice should be individualised according to the case. The anterior plate or rods and screws can be used in short-segment disease. As healthy vertebral bodies are necessary above and below the diseased segment to acquire purchase, this system can be used in mild to moderate kyphosis only. Anterior instrumentation can only be used when disease affects the anterior and middle columns only and the posterior column is healthy. In panvertebral disease, anterior instrumentation alone does not provide mechanical stability. Hence, stabilisation by posterior instrumentation is indicated. Regional osteopaenia is the essential feature of the TB lesion. Hence, the screw should span the healthy vertebral body, with good bone stock to provide mechanical stability.
Anterior instrumentation appears to be more advantageous than posterior instrumentation, as both instrumentation and grafting are done as single-stage surgery through the same incision, minimising total blood loss and surgery time with no risk of the graft slipping out due to turning the patient for posterior instrumentation. It also prevents fusing an unnecessarily large number of levels. However, the problems with this approach are lack of adequate space to insert the anterior implants and the possible problem of prominent hardware impaling the great vessels, particularly in the thoracic spine. Further, retrieval of dislodged anterior implant is more risky in view of scarring adjacent to major vessels [57, 58].
The posterior pedicle screw can be applied, ensuring insertion into relatively healthy vertebrae. Otherwise, it may cut through when corrective forces are applied to correct kyphosis in active disease. When correcting kyphosis in healed disease, pedicle screws in two vertebrae on either side is adequate. Hartshill instrumentation can be applied, gaining purchase against a healthy posterior complex spanning between one healthy segment above and below the diseased segment. Isolated use of cages has been described in a disease focus with the aim of preventing bone graft sinking or dislodgement. The risk of sinking/dislodgement can be minimised if tricortical corticocancellous bone graft is used. Dislodgement of cages has been reported, and there are greater risks of this occurring when they are placed in diseased vertebral bodies. Also, they may damage major vessels in their vicinity [57, 58]. Retrieving dislodged cages is dangerous and risky. Isolated insertion of cages should be avoided; whenever one is placed, however, it should be supported by anterior–posterior instrumentation.
Conclusion
Instrumented stabilisation is safe in spinal TB. It is indicated in selected cases to prevent during treatment (with or without surgery) kyphosis deterioration and graft-related complications, such as graft slippage or breakage with consequent kyphosis progression and neural deterioration. Panvertebral disease, long-segment TB lesions and kyphosis correction are the most appropriate indications for instrumented stabilisation. Posterior surgery only is gaining acceptance. Pedicle screw fixation for kyphosis correction in healed TB disease is the most suitable implant. Hartshill sublaminar wiring stabilisation in active disease is a suitable implant to stabilise the spine, ensuring purchase against the healthy posterior complex of the vertebral body to save a segment. The low cost of the Hardsill system also supports its use in low-income countries where facilities are scarce and spinal TB is prevalent.
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