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. 2013 Jul 25;37(9):1771–1780. doi: 10.1007/s00264-013-2012-4

Angular correction and complications of proximal first metatarsal osteotomies for hallux valgus deformity

Reinhard Schuh 1,, Madeleine Willegger 1, Johannes Holinka 1, Robin Ristl 2, Reinhard Windhager 1, Axel H Wanivenhaus 1
PMCID: PMC3764281  PMID: 23884327

Abstract

Purpose

Proximal first metatarsal osteotomies are recommended for the surgical treatment of moderate to severe hallux valgus deformity. This study aimed to compare correction of intermetatarsal and hallux valgus angles and complications of proximal crescentic, Ludloff, proximal opening wedge, proximal closing wedge, proximal chevron and other proximal first metatarsal osteotomies.

Methods

A systematic search for the keywords “(bunion OR hallux) AND (proximal OR crescentic OR basilar OR opening OR closing OR shelf OR Ludloff) AND osteotomy” in the online databases MEDLINE, Embase, CINAHL, Cochrane Central Register of Controlled Trials and Cochrane Database of Systematic Reviews was performed.

Results

There was a mean correction of hallux valgus angle of 20.1° [confidence interval (CI) 18.7–21.4] and of intermetatarsal angle of 8.1° (CI 7.7–8.9). The overall complication rate reached 18.7 %.

Conclusions

The results of this study reveal higher corrective power of proximal osteotomies compared to meta-analysis data on diaphyseal osteotomies.

Introduction

Hallux valgus deformity is characterised by lateral deviation of the great toe and medial deviation of the first metatarsal, leading to subluxation of the respective joint [1, 2]. More than 200 different surgical methods have been described to address this pathological condition. Correctional metatarsal osteotomies are the surgical treatment of choice for symptomatic hallux valgus deformity [3]. They can be performed at the distal, diaphyseal or proximal aspect of the first metatarsal. Osteotomies of the first metatarsal typically create three-dimensional effects on the distal fragment, affecting alignment in the axial and sagittal planes as well as rotationally [4].

The severity of deformity is classified by radiological criteria [5]. Mild deformity has less than 15° intermetatarsal 1–2 angle (IMA), moderate deformity has 15–20° IMA and severe deformity has more than 20° IMA [6]. Mathematical analysis revealed that distal metatarsal osteotomies (DMO) provide less corrective power than proximal metatarsal osteotomies (PMO). Therefore, DMO are preferred to correct mild to moderate hallux valgus deformities. For severe hallux valgus deformity with an IMA in excess of 20°, a PMO is indicated.

Fixation in PMO is critical and complications due to high lever forces acting on the osteotomy site are common. The complications include shortening and dorsiflexion malunion leading to first ray insufficiency. Due to this fact, its use is limited in spite of its theoretically superior corrective power compared to DMO [3, 6, 7].

The most common proximal osteotomies are the crescentic osteotomy, the Ludloff osteotomy, the proximal chevron osteotomy, the proximal opening wedge osteotomy and the proximal closing wedge osteotomy. The proximal crescentic osteotomy achieves correction by angular rotation after performing a cut dorsal to plantar with a crescentic saw blade at the proximal aspect of the first metatarsal. The Ludloff osteotomy is an oblique osteotomy starting 1.5 cm distal to the metatarsocuneiform joint on the dorsal aspect of the metatarsal base. The proximal chevron osteotomy represents a V-shaped displacement osteotomy with 60° of angulation between the dorsal and the plantar cut. Proximal opening and closing wedge osteotomies both correct the IMA by rotation of the metatarsal bone. Whereas opening wedge osteotomy provides lengthening, closing wedge osteotomy shortens the first metatarsal bone (Fig. 1) [7, 8].

Fig. 1.

Fig. 1

Dorsoplantar and lateral views of different proximal first metatarsal osteotomies. From left to right: Ludloff osteotomy, proximal crescentic osteotomy, proximal opening wedge osteotomy, proximal closing wedge osteotomy and proximal chevron osteotomy

Many authors have studied the clinical and radiographic results of PMO. However, there exist only a few comparative studies with a limited number of patients. Therefore, the aim of this study was to compare (1) the efficacy of PMO in terms of corrective power and (2) the complication rate of PMO.

Methods

Search method

A systematic search for the keywords “(bunion OR hallux) AND (proximal OR crescentic OR basilar OR opening OR closing OR shelf OR ludloff) AND osteotomy” in the online databases MEDLINE, Embase, CINAHL, Cochrane Central Register of Controlled Trials and Cochrane Database of Systematic Reviews was performed. English and German language studies previous to August 2012 were included in the analysis. A manual reference check of all accepted papers and recent reviews was performed to supplement the electronic searches and to identify any additional potentially relevant studies. Literature search and selection were performed according to the Cochrane Handbook for Systematic Reviews (http://hiv.cochrane.org/sites/hiv.cochrane.org/files/uploads/Ch13_NRS.pdf).

The titles and abstracts were reviewed in duplicate and independently for eligibility. Two reviewers then independently extracted all relevant information about outcome-related demographic data. For a study to satisfy the criteria for inclusion, the authors had to have reported on (1) pre- and post-operative IMA and hallux valgus angle (HVA), (2) number of feet, (3) length of follow-up and (4) type of procedure and method of fixation.

We included systematic reviews of randomised controlled trials (RCTs) and prospective and retrospective case-control and case-series studies. There was no restriction to RCTs because our aim was to establish the angular correction obtained by the aforementioned osteotomies when used for the surgical correction of hallux valgus deformity. There was no criterion for minimum length of follow-up because radiographic angular correction can be established early after the operation [1]. The level of evidence for each study was assigned according to the guidelines of the American Academy of Orthopaedic Surgeons (AAOS) [9].

Outcome parameters

The two target outcomes analysed were the differences in HVA and in IMA before and after surgery (delta HVA and delta IMA). These outcome measures were to be compared between the six surgical methods “Ludloff” (method 1), “proximal crescentic osteotomy” (method 2), “proximal opening wedge osteotomy” (method 3), “proximal closing wedge osteotomy” (method 4), “proximal chevron osteotomy” (method 5) and “other methods” (method 6).

As a secondary outcome parameter, the rate of overall, major and minor complications was compared between the surgical methods and separately between fixation methods 1 to 7 (1=screw, 2=plate, 3=locking plate, 4=wire, 5=pin, 6=external fixation and 7=combination screw/wire). Major complications were defined as complications that might require revision surgery. These included nonunion, dorsiflexion malunion, recurrence, hallux varus, fracture, deep infection and implant failure. Minor complications included superficial infection or numbness.

Data analysis

For those studies where the range (in terms of minimum and maximum observed values) was reported as measure of variance, the standard deviation was estimated by a maximum likelihood method making use of the reasonable assumption of normally distributed values and the available mean, minimum and maximum values. The correlation between pre- and post-treatment values was estimated from all studies where an estimate for the standard deviation was available for pre- and post-treatment and for the mean difference. This estimate was 0.43 for HVA and 0.23 for IMA.

Using the estimated correlations, the standard deviations for the pre- to post-treatment differences were calculated. For studies where no measure of variance was reported, the standard deviation of the pre- to post-treatment difference was estimated as the pooled standard deviation of all other studies.

A random effects model was fit for each surgical method separately to calculate the mean treatment effect in terms of delta IMA or delta HVA and to estimate the variability between studies. The reported value I2 is an estimate of the relative amount of total variability accounted for by the heterogeneity between studies. Confidence intervals (CI) for the group mean effects were calculated. Funnel plots were drawn to check for publication bias. Inspection of the funnel plots showed no sign of publication bias.

Multiple random effects models were fit including surgery type as moderator. From these models the hypothesis of equal mean effects in each surgery group was tested. These calculations were performed using the library metafor (http://www.jstatsoft.org/v36/i03) in the statistical computing environment R2.14.2 [10].

The negative binomial distribution was used to model the complication rates in the different studies. Generalised linear models were fit to explain the complication rate per treated feet by type of surgery or type of fixation for overall, major and minor complications separately. In these models, the study values were weighted by the respective sample sizes. Likelihood ratio tests were calculated to test the hypothesis of no difference between the surgery or fixation types, respectively. Estimated mean values for the complication rate per feet and 95 % CI were calculated. These calculations were done using PROC GENMOD in SAS 9.3.

Results

The initial search yielded 808 citations. The final database included 62 primary studies eligible for meta-analysis [1168]. Four of these were identified as kinship studies. The studies included a total amount of 2,843 feet. Detailed distribution is presented in Table 1. Study attrition is shown in Fig. 2.

Table 1.

Detailed information about the studies included regarding first author, year of publication, level of evidence, number of feet, surgical methods, IMA correction (mean, 95 % CI), HVA correction (mean, 95 % CI) and total number of complications

First author (year) Level of evidence Number of feet (patients) Type of surgery Delta IMA (95 %CI) Delta HVA (95 %CI) Complications
Bar-David (1991) [11] III 20 (18) Basilar (Balacescu or Juvara) 9.30 (7.44–11.16) 15.60 (12.81–18.39) 1
Cedell (1982) [12] IV 46 (43) Proximal closing wedge 5.80 (4.58–7.02) 20.30 (17.76–22.84) 8
Chiang (2012) [13] III 30 (30) Modified Ludloff 4.60 (3.20–6.00) 21.00 (17.89–24.11) 12
Chiodo (2004) [14] IV 82 (75) Ludloff 9.00 (8.09–9.91) 20.00 (18.10–21.90) 15
Choi (2009) [15] III 52 (52) Ludloff 10.00 (9.04–10.96) 26.40 (22.40–28.76) 4
Choi (2009) [15] III 46 (46) Proximal chevron 10.70 (7.95–13.45) 27.20 (24.09–30.31) 3
Chow (2008) [16] IV 32 (26) Proximal crescentic 6.60 (5.15–8.06) 17.20 (14.16–20.24) 3
Cooper (2007) [17] IV 23 (23) Proximal opening wedge 7.00 (6.00–8.00) 15.00 (13.16–16.81) 4
Coughlin (2007) [19] IV 122 (103) Proximal crescentic 9.10 (8.35–9.85) 20.00 (18.44–21.56) 21
Coughlin (2005) [18] IV 33 (27) Proximal crescentic 8.40 (6.96–9.84) 23.00 (20.00–26.00)
Day (2011) [20] IV 70 (57) Proximal closing wedge 8.80 (8.03–9.57) 20.00 (18.48–21.52) 7
Dreeben (1996) [21] IV 28 (20) Proximal crescentic 11.30 (9.53–13.07) 22.70 (18.94–26.46) 6
Easley (1996) [22] I 41 (29) Proximal crescentic 9.00 (7.71–10.29) 22.00 (19.31–24.69) 7
Easley (1996) [22] I 43 (37) Proximal chevron 9.50 (8.24–10.76) 20.10 (17.47–22.73) 9
Fadel (2008) [23] IV 40 (32) Proximal closing wedge 6.10 (4.83–7.37) 22.00 (18.84–25.16) 2
Fox (1999) [24] IV 29 (27) Proximal crescentic 13.50 (11.96–15.04) 22.60 (19.40–25.80) 5
Gallentine (2007) [25] IV 20 (16) Proximal chevron 7.60 (6.36–8.84) 16.00 (12.66–19.34) 2
Glover (2008) [26] IV 24 Mau osteotomy 6.79 (5.56–8.02) 18.34 (15.37–21.31) 17
Granberry (1995) [27] II 31 (22) Proximal closing wedge 9.20 (7.71–10.69) 24.00 (21.24–26.76) 11
Haas (2007) [28] III 20 (19) Proximal closing wedge 7.85 (6.96–8.74) 19.90 (16.66–23.14)
Hofstaetter (2006) [29] IV 70 (67) Ludloff 10.00 (9.01–10.99) 25.00 (22.94–27.06) 14
Hyer (2008) [30] II 10 (10) Proximal crescentic 5.80 (3.00–8.60) 16.50 (10.26–22.74) 23
Hyer (2008) [30] II 24 (24) Mau osteotomy 6.70 (5.47–7.93) 18.34 (15.37–21.31) 12
Jensen (1989) [31] IV 41 (27) Proximal closing wedge 11.00 (9.37–12.63) 26.00 (23.32–28.68) 7
Lee (2008) [33] I 85 (65) Proximal chevron 7.60 (6.68–8.52) 22.60 (20.70–24.50) 5
Lee (2007) [34] IV 35 (29) Proximal chevron 11.80 (10.56–13.04) 27.80 (25.05–30.55) 5
Lee (2009) [32] III 69 (52) Proximal chevron 10.20 (9.35–11.05) 24.05 (22.28–25.82) 3
Limbird (1989) [35] III 22 (15) Proximal opening wedge 7.00 (5.23–8.77) 14.40 (10.73–18.07)
Lüthje (1990) [36] IV 59 (44) Proximal closing wedge 4.00 (2.92–5.08) 6.00 (3.76–8.24)
Mann (1992) [37] IV 109 (75) Proximal crescentic 8.00 (7.19–8.81) 21.30 (19.44–23.16) 37
Markbreiter (1997) [38] III 25 (18) Proximal crescentic 10.20 (8.54–11.86) 26.20 (22.76–29.64) 4
Markbreiter (1997) [38] III 25 (18) Proximal chevron 9.70 (8.04–11.36) 19.70 (16.26–23.14) 3
Nedopil (2010) [39] IV 86 (66) Proximal closing wedge 11.10 (10.22–11.98) 22.10 (20.44–23.76) 6
Okuda (2005) [41] III 55 (36) Proximal crescentic 10.00 (9.02–10.98) 24.00 (21.86–26.14) 6
Okuda (2000) [40] IV 47 (33) Proximal crescentic 10.70 (9.46–11.94) 24.20 (21.89–26.51) 3
Okuda (2008) [42] IV 54 (41) Proximal crescentic 9.30 (8.46–10.14) 24.00 (22.35–25.65) 11
Paczesny (2009) [43] IV 20 (16) Proximal closing wedge 5.00 (3.29–6.71) 14.10 (11.25–16.95) 1
Pearson (1991) [44] IV 31 (27) Proximal curved 6.30 (4.17–8.43) 18.80 (15.11–22.49) 7
Pehlivan (2004) [45] IV 26 (26) Proximal oblique crescentic 9.90 (8.54–11.26) 22.10 (20.29–23.91) 1
Petratos (2008) [46] IV 39 (32) Proximal crescentic 7.30 (5.97–8.63) 14.00 (11.24–16.76) 2
Randhawa (2009) [47] IV 31 (29) Opening wedge 10.30 (7.67–12.93) 13.70 (11.31–16.09)
Resch (1989) [48] IV 27 (25) Proximal closing wedge 3.00 (1.41–4.59) 13.00 (9.69–16.31) 8
Ritschl (1999) [49] IV 80 Proximal crescentic 9.60 (8.77–10.43) 27.70 (25.63–29.77)
Robinson (2009) [50] II 57 Ludloff 6.00 (4.90–7.10) 16.00 (13.72–18.28) 3
Sammarco (1998) [52] IV 72 (55) Proximal chevron 6.00 (5.07–6.93) 15.00 (13.26–16.74) 11
Sammarco (1993) [51] IV 51 (43) Proximal chevron 7.30 (6.33–8.27) 19.30 (16.82–21.78) 9
Saragas (2009) [53] IV 64 (46) Opening wedge 6.40 (5.64–7.16) 14.70 (12.94–16.46) 9
Seiberg (1994) [54] III 31 (25) Proximal closing wedge 12.10 (10.98–13.22) 31.80 (28.50–35.10) 8
Señarís-Rodríguez (1998) [55] III 10 (9) Proximal closing wedge 5.62 (3.39–7.85) 17.25 (9.67–24.83) 3
Shurnas (2009) [56] IV 84 (78) Opening wedge 9.90 (9.09–10.71) 20.00 (18.52–21.48) 20
Smith (2009) [57] IV 49 (47) Proximal opening wedge 8.00 (7.09–8.91) 19.80 (18.55–21.05) 14
Takao (2007) [58] IV 27 (22) Proximal oblique-domed 8.40 (7.53–9.27) 28.50 (26.59–30.41)
Tanaka (2008) [59] IV 48 (37) Proximal spherical (crescentic) 13.10 (12.05–14.15) 34.00 (31.62–36.38) 22
Thordarson (1992) [60] IV 46 (32) Proximal crescentic 10.20 (8.98–11.42) 23.70 (21.16–26.24) 6
Treadwell (2005) [61] IV 5 Proximal closing wedge 4
Trnka (1999) [63] IV 60 (42) Proximal closing wedge 9.40 (8.20–10.60) 19.00 (16.14–21.86) 23
Trnka (2008) [62] IV 111 (99) Ludloff 9.00 (8.21–9.79) 26.00 (24.37–27.63) 32
Veri (2001) [64] IV 37 (25) Proximal crescentic 10.00 (8.75–11.25) 24.00 (20.50–27.50) 16
Walther (2008) [65] IV 35 (35) Opening base wedge 9.00 (8.13–9.87) 3
Wukich (2009) [66] IV 18 (16) Opening base wedge 9.00 (7.38–10.62) 13.50 (6.08–20.92) 6
Zembsch (1998) [67] IV 50 (34) Proximal closing wedge 10.00 (8.83–11.17) 19.00 (16.56–21.44) 25
Zettl (2000) [68] IV 86 (70) Proximal crescentic 10.00 (8.99–11.01) 26.50 (23.63–29.37) 25

Fig. 2.

Fig. 2

Flow diagram outlining study search methods and selection

Analysis of level of evidence of the selected studies revealed that the majority of studies were case series (level IV) (n = 43). Ten studies were level III, three studies level II and two studies level I (Fig. 4).

Fig. 4.

Fig. 4

a Number of studies for different levels of evidence. b Number of feet for each surgical method

There were 974 feet that underwent proximal crescentic osteotomy, 596 feet proximal closing wedge osteotomy, 326 feet proximal opening wedge osteotomy, 446 feet proximal chevron osteotomy, 402 feet Ludloff osteotomy and 99 feet where other types of proximal first metatarsal osteotomies were performed (Fig. 4).

For all proximal first metatarsal osteotomies the mean correction of HVA was 20.1° (CI 18.7–21.4) and of IMA 8.1° (CI 7.7–8.9). Subgroup analysis revealed an average angular correction of HVA of 22.4° (CI 19.3–25.7°, I2 = 93 %) for Ludloff osteotomy, 23.3° (CI 21.4–25.2°, I2 = 92 %) for proximal crescentic osteotomy, 16.2° (14.0–18.0°, I2 = 87 %) for proximal opening wedge osteotomy, 19.6° (CI 16.4–22.9°, I2 = 95 %) for proximal closing wedge osteotomy, 21.0° (18.4–24.2°, I2 = 93 %) for proximal chevron osteotomy and 17.1° (CI 16.0–19.1°, I2 = 50 %) for other osteotomies. The difference was statistically significant (p = 0.0056).

Correction of IMA averaged 8.2° (CI 6.2–9-2°, I2 = 95 %) for Ludloff osteotomy, 9.2° (CI 8.2–10.2°, I2 = 89 %) for proximal crescentic osteotomy, 8.2° (CI 7.2–9.0°, I2 = 85 %) for proximal opening wedge osteotomy, 7.2° (CI 6.2–9.2°, I2 = 96 %) for proximal closing wedge osteotomy, 8.2° (CI 7.2–10.0°, I2 = 91 %) for proximal chevron osteotomy and 7.2° (CI 3.2–8.2°, I2 = 56 %) for other osteotomies. However, the intergroup difference was not statistically significant (p = 0.144) (Fig. 3).

Fig. 3.

Fig. 3

Forest plots presenting the results of IMA correction for different surgical methods. RE random effects model

A total of 534 complications (18.7 %) occurred with 364 major (12.8 %), 92 minor (3.2 %) and 78 other complications (2.7 %). The most common major complications were hallux varus (n = 121, 4.3 %), recurrence (n = 99, 3.5 %) and dorsiflexion malunion (n = 59, 2.5 %) respectively. Results of the GENMOD procedure to compare complications are presented in Tables 2 and 3. We found statistically significant differences for major complications between the different surgical methods (p = 0.025). The mean major complication rates were 17.5 % (CI 12.8–23.9) in patients who underwent Ludloff osteotomy, 11.7 % (CI 7.2–18.0) for proximal crescentic osteotomy, 14.3 % (CI 8.1–25.1) for proximal opening wedge osteotomy, 15.7 % (CI 10.4–23.4) for proximal closing wedge, 6.1 % (CI 3.6–10.2) for proximal chevron osteotomy and 24.6 % (CI 10.1–57.8) for other methods. From these mean values and CI the main difference was observed for proximal chevron osteotomy with major complication rates smaller than for the other methods (Fig. 4).

Table 2.

Complication rate for each surgical method, rate of major complications and rate of minor complications (95 % CI indicate the lower and upper limits of a 95 % CI for the mean)

Complication rates
Type of surgery Mean SE 95 % CI
Total complications
 Proximal crescentic osteotomy 19.900 4.297 13.033–30.386
 Ludloff osteotomy 23.741 3.481 17.811–31.646
 Proximal opening wedge osteotomy 20.513 5.354 12.299–34.212
 Proximal closing wedge osteotomy 21.857 4.112 15.117–31.602
 Proximal chevron osteotomy 11.211 2.526 7.209–17.435
 Others 37.374 15.210 16.833–82.981
Major complications
 Proximal crescentic osteotomy 11.692 2.858 7.241–18.878
 Ludloff osteotomy 17.506 2.790 12.810–23.924
 Proximal opening wedge osteotomy 14.286 4.098 8.142–25.067
 Proximal closing wedge osteotomy 15.667 3.221 10.471–23.442
 Proximal chevron osteotomy 6.054 1.621 3.582–10.233
 Others 24.242 10.785 10.137–57.977
Minor complications
 Proximal crescentic osteotomy 2.985 1.458 1.146–7.776
 Ludloff osteotomy 3.836 1.249 2.026–7.265
 Proximal opening wedge osteotomy 2.197 1.381 0.640–7.536
 Proximal closing wedge osteotomy 4.061 1.666 1.817–9.078
 Proximal chevron osteotomy 4.035 1.784 1.696–9.601
 Others 3.030 2.974 0.442–20.756

Table 3.

Rate of total complications for each method of fixation, rate of major complications and rate of minor complications (95 % CI indicate the lower and upper limits of a 95 % CI for the mean)

Complication rates
Type of fixation Mean SE 95 % CI
Total complications
 Screw 24.368 3.149 18.916–31.392
 Plate 16.197 3.383 10.756–24.391
 Locking plate 9.091 5.931 2.531–32.655
 Wire 11.456 2.321 7.702–17.041
 Pin 30.453 7.739 18.506–50.113
 External fixation 23.913 14.362 7.369–77.600
 Screw/wire 25.253 5.929 15.939–40.008
Major complications
 Screw 16.684 2.461 12.494–22.278
 Plate 12.207 2.880 7.686–19.385
 Locking plate 5.455 4.280 1.172–25.392
 Wire 7.379 1.753 4.631–11.756
 Pin 15.638 4.697 8.679–28.176
 External fixation 8.696 6.666 1.935–39.069
 Screw/wire 21.549 5.616 12.929–35.914
Minor complications
 Screw 2.932 0.649 1.899–4.526
 Plate 1.174 0.567 0.455–3.028
 Locking plate 1.818 2.042 0.201–16.435
 Wire 2.913 0.895 1.593–5.323
 Pin 14.403 4.268 8.057–25.746
 External fixation 8.696 6.524 1.998–37.841
 Screw/wire 1.010 0.624 0.300–3.391

Analysis of methods of fixation revealed statistically significant differences for total (p = 0.027) and minor complications (p < 0.001). For screw fixation there was a total complication rate of 24.3 % (CI 18.9–31.4) and a minor complication rate of 2.9 % (CI 1.9–4.5), and for plate fixation we found 16.2 % (CI 10.8–24.4) and 1.1 % (CI 0.4–3.5), respectively. For locking plate fixation the overall complication rate reached 9.1 % (CI 2.5–32.6) and minor complication rate reached 1.8 % (CI 0.2–16.4), wire fixation showed 11.5 % (CI 7.7–17.0) and 2.9 % (CI 1.6–5.3), pin fixation showed 30.5 % (CI 18.5–50.1) and 14.4 % (CI: 8.0–25.7), external fixation showed 23.9 % (CI 7.4–77.6) and 8.7 % (CI 2.0–37.8) and combined screw/wire fixation showed 25.3 % (CI 15.9–40.0) and 1.0 % (CI 0.3–3.4), respectively. Regarding minor complications it appears that pin fixation is associated with an increased rate while all other methods exhibit a similar level.

Discussion

The aim of this study was to assess corrective power and complications of proximal first metatarsal osteotomies for hallux valgus deformity. This was achieved by comparing pooled data of 2,834 operated feet. The evaluated surgical methods included proximal crescentic osteotomy, Ludloff osteotomy, proximal chevron osteotomy, proximal opening wedge osteotomy, proximal closing wedge osteotomy, and a few other proximal first metatarsal osteotomies. We found a mean correction of IMA of 8.1°. HVA showed an average improvement of 20.4°. Additionally, we evaluated the complication rate and we found a total of 18.7 %. There was a statistically significant difference concerning reduction of HVA and overall major complications between the different surgical methods. Overall and minor complications differed statistically significantly between the methods.

There are some limitations associated with this study. First, a direct comparative meta-analysis of the different methods was not possible due to the fact that there were few head-to-head studies. Therefore, we were only able to perform a pooled meta-analysis across all studies. Second, the quality of meta-analysis depends on the quality of the studies included. In our analysis the majority of included studies were uncontrolled case series. This is not uncommon in clinical musculoskeletal research. However, it illustrates the need for further prospective comparative studies. Basically, proximal osteotomies are recommended for the treatment of moderate to severe deformities [3, 57]. The studies included in this meta-analysis also contained patients who suffered from mild to moderate hallux valgus deformity. Therefore, the comparison of corrective power might be affected.

In this study, proximal crescentic osteotomy revealed the best results in terms of correction of HVA (23.3°) followed by Ludloff osteotomy (22.4°) and proximal chevron osteotomy (21.0°). Opening and closing wedge osteotomies provided less HVA correction. In fact, it was 16.2 and 19.6°, respectively. For IMA correction, proximal crescentic osteotomy revealed the most favourable results with a mean correction of 9.2°, followed by proximal chevron, opening wedge and Ludloff osteotomies (8.2°). Proximal closing wedge osteotomy and other methods accomplished less angular correction (7.2°). However, changes in IMA were not statistically significant.

The heterogeneity between studies (compare the I2 values and the forest plots) is considerably large. This indicates that beyond the mean differences between surgical methods, the outcome may strongly depend on further factors that vary between study areas.

In a recent meta-analysis Smith et al. [1] investigated the corrective power of distal chevron and Scarf osteotomy, respectively. For the distal chevron osteotomy, they found in 1,028 feet a mean correction of IMA of 5.33°. Analysis of 300 feet that underwent Scarf osteotomy showed a mean correction of IMA of 6.21°. The difference was statistically significant. With a mean correction of 8.2° (range 7.2–9.6°), the results of our study indicate that proximal osteotomies provide a higher corrective power than distal or diaphyseal osteotomies. This represents the clinical proof for the mathematical theory.

In one of the few comparative studies on this topic Easley et al. [22] prospectively investigated proximal crescentic and proximal chevron osteotomies in patients (84 feet) with moderate to severe deformity. According to this meta-analysis they found no statistically significant difference in correction of IMA. However, chevron osteotomy showed shorter healing time and less dorsiflexion malunion. This also corresponds to the results of this study in which proximal chevron osteotomy showed the lowest number of major complications. The difference of this parameter was significant compared to the other proximal first metatarsal osteotomies.

Recently, Park et al. compared proximal and distal chevron osteotomies in 77 feet [69]. In contrast to the results of our study compared with the meta-analysis of Smith et al. they found no statistically significant difference for correction of HVA and IMA. However, there was more shortening in the distal chevron osteotomy group. The radiographic results in terms of corrective power might be affected due to the circumstance that not only severe deformities had been included.

With 6.1 %, proximal chevron osteotomy showed the lowest rate of major complications in our study. It was followed by proximal crescentic osteotomy (11.7 %), proximal opening wedge osteotomy (14.3 %), proximal closing wedge osteotomy (15.7 %), Ludloff osteotomy (17.5 %) and the other osteotomies (24.2 %). The differences were statistically significant. The overall complication rate in proximal chevron osteotomy (11.2 %) also revealed the most favourable results compared to other osteotomies. However, these differences were not statistically significant.

The method of fixation is an important issue in PMO due to the high lever forces acting on the osteotomy site and the risk of dorsiflexion malunion. This is associated with functional impairments in terms of transfer metatarsalgia. In contrast to the clinical literature, many studies exist that compare different methods of fixation in PMO. Scott et al. compared construct stability of locking plate fixation for proximal chevron osteotomy with Ludloff osteotomy fixed with two screws and found superior results for the Ludloff construct [70]. Hofstaetter et al. found that construct stiffness of proximal opening wedge osteotomy fixed with a plate is inferior to Ludloff osteotomy with screw fixation. For proximal crescentic osteotomy dorsal plate fixation provides more stability than single screw fixation [71]. These results indicate that rigid fixation is biomechanically important for proximal osteotomies [70, 72]. In our study, we found statistically significant differences with respect to method of fixation. Pin fixation revealed inferior results concerning complications compared to more rigid methods of fixation. Plate and locking plate fixation, however, showed the most favourable results. Therefore, the latter should be recommended as the method of fixation of first metatarsal osteotomies.

This study exposed the major lack of objective, prospective and controlled data on either procedure. The findings demonstrate that the majority of available data on the results of these procedures are based on retrospective uncontrolled case series. The sample sizes in many of the studies were small and follow-up period limited. Therefore, prospective studies are needed to compare the procedures in similar patient groups.

Conclusion

To the best of our knowledge, this is the first meta-analysis on corrective power and complications of proximal first metatarsal osteotomies for hallux valgus deformity. The results of this study indicate that proximal first metatarsal osteotomies achieve a correction of IMA of 8.1° and a correction of HVA of 20.1°. The overall complication rate is 18.7 %. The proximal crescentic osteotomy provided the highest amount of HVA correction. However, regarding angular correction as well as complications the proximal chevron osteotomy revealed the most favourable results. Rigid fixation is mandatory in order to reduce complications, and further high-quality prospective comparative studies are required and might change the observed effects.

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