Abstract
A variety of clinical classification schemes have been proposed as a means to identify sites in the oral cavity where implant osseointegration is likely to be successful. Most schemes are based on structural characteristics of the bone, for example, the relative proportion of densely compact, homogenous (type I) bone versus more trabeculated, cancellous (type III) bone. None of these schemes, however, consider potential biological characteristics of the bone. Here, we employed multiscale analyses to identify and characterize type I and type III bones in murine jaws. We then combined these analytical tools with in vivo models of osteotomy healing and implant osseointegration to determine if one type of bone healed faster and supported osseointegration better than another. Collectively, these studies revealed a strong positive correlation between bone remodeling rates, mitotic activity, and osteotomy site healing in type III bone and high endogenous Wnt signaling. This positive correlation was strengthened by observations showing that the osteoid matrix that is responsible for implant osseointegration originates from Wnt-responsive cells and their progeny. The potential application of this knowledge to clinical practice is discussed, along with a theory unifying the role that biology and mechanics play in implant osseointegration.
Keywords: stem cell, alveolar ridge, osteotomy, bone mineralization, bone density, dental implants
Introduction
Successful implant osseointegration depends on the quality and quantity of interfacial bone, but measuring bone quality is fundamentally difficult (Licata 2009). A variety of clinical classification schemes have been proposed to address this knowledge gap, and most are based on the relative proportion of compact cortical bone to spongy trabecular bone (Lekholm and Zarb 1985; Misch 1989). Type I bone is considered the least vascular and most homogenous, type II is a combination of cortical bone with a marrow cavity, type III is predominantly composed of trabecular bone, and type IV is described as having a very thin cortex and low-density trabeculae (Lekholm and Zarb 1985) and is generally viewed as being unable to support an implant (He et al. 2015). Bone types have been analogized to species of wood ranging from balsa to oak (Greenstein et al. 2010), whereas subsequent classification schemes have codified bone types using quantitative measures (Turkyilmaz et al. 2008). Despite such advances, the diagnostic value of many schemes remains questionable (Ribeiro-Rotta et al. 2007; Ribeiro-Rotta et al. 2011; Lindh et al. 2014).
This, then, was the launching point for our study: to gain insights into why some intraoral sites support osseointegration better than others. We opted to use a mouse model because of the wealth of analytical (molecular, cellular, genetic) tools available. Our first objective was to categorize jaw bones in terms of their microarchitecture, their relative/apparent density, and their level of turnover. Our second objective was to use in vivo models (osteotomy site healing and implant osseointegration) to determine if one type of bone healed faster and supported osseointegration better than another. Collectively, these studies revealed a strong positive correlation between bone remodeling rates, mitotic activity, and osteotomy site healing in type III bone and high endogenous Wnt signaling. The potential therapeutic implications of these data are discussed, along with a model integrating the biological data into our current understanding of mechanics and implant osseointegration.
Methods and Materials
Animals in Experimental and Control Groups
Procedures were approved by the Stanford University Committee on Animal Research (#13146) and conformed to ARRIVE guidelines (Kilkenny et al. 2011). Experimental groups are presented in Appendix Table 1. To induce Cre expression in Axin2CreERT2/+; R26RmTmG/+ mice, a single dose (4 mg/25 mg body weight) of tamoxifen was delivered intraperitoneally 2 d before surgery. The dose and duration of the latency period were verified (Ransom et al. 2016).
There were 4 experimental groups to which animals were randomly assigned (Appendix Table 1). In one group, multiscale analyses were performed on pristine alveolar bone and the edentulous ridge to characterize bone types. In a second group, extraction socket healing was monitored to ensure that the healed site represented type III bone. In a third group, osteotomy healing rates were assessed in type I and type III bones. In the fourth group, implant osseointegration was evaluated as a function of bone type. To minimize animal numbers and control for interanimal variability, a split-mouth design was employed. The experimental unit was bone harvested from the indicated site.
Surgeries
After an appropriate level of anesthesia was reached via an intraperitoneal injection of ketamine/xylazine, maxillary first molars (e.g., M1) were extracted. Bleeding was controlled by local compression. Mice were fed a regular diet and housed in groups of 5. Weight changes were <10%. No adverse events (e.g., uncontrolled pain, infection, prolonged inflammation) were encountered.
After 4 wk, mice were anesthetized, and 2 osteotomies were created using a micro-dissecting trephine. One osteotomy was created using a low-speed (800 rpm) dental engine in the healed M1 extraction site, and another was created in the contralateral edentulous ridge (Appendix Table 1). In a subset of animals, titanium alloy implants (RETOPIN; Edenta) were placed in equivalent osteotomies; again, no adverse events were encountered.
Sample Preparation, Histology, Cellular Assay, and Quantitative Real-Time Polymerase Chain Reaction (qRT-PCR)
Mice were sacrificed on postosteotomy days (PODs) or postimplant days (PIDs) as indicated and prepared for analyses (Appendix Table 2). For qRT-PCR, maxillae were dissected, soft tissues were removed, and a 2-mm biopsy punch was used to collect bone from the edentulous ridge and from a healed extraction site for RNA extraction (Minear et al. 2010). Gene expression levels were determined by the ΔΔCt method and normalized to GAPDH values. Reactions were performed in triplicate, and means ± standard errors were calculated. Primer sequences are presented in Appendix Table 2.
Histomorphometry and Micro–Computed Tomography (µCT) Analyses
Histomorphometric measurements used a minimum of 4 tissue sections to quantify the amount of new bone around the implant (Yin et al. 2015). The percentage of new bone formation was calculated using the ratio of new bone formation/total area of the bone-implant area.
Scans of murine maxillae were completed at a 4-µm resolution (MicroXCT; Xradia). Volumes of interest for microarchitecture analyses focused on the pristine edentulous ridge anterior to M1 and the healed socket. The whole stacked histogram–based threshold BoneJ plugin (Version 1.4.1) was used for automatic binary segmentation of bone (Doube et al. 2010) and to evaluate the bone volume/total volume (BV/TV), trabecular spacing, and trabecular thickness (Bouxsein et al. 2010).
Statistical Analyses
Immunostaining and qRT-PCR were performed by one investigator (J.L.) and quantifications by others (X.Y., L.H.). Results are presented as the mean ± standard error of independent replicates. The Student’s t test was used to quantify differences described in this article. P ≤ 0.05 was considered significant.
Results
Multiscale Analyses of Murine Bone Types
Clinical descriptions (Lekholm and Zarb 1985; Misch 1989) were used to identify potential type I and type III bones. To avoid the introduction of possible bias based on an embryonic origin (Leucht et al. 2008), and because we were primarily interested in dental implants, we focused solely on jaw bones. The murine maxillary edentulous ridge is composed of compact lamellar bone, and the adjacent maxilla is composed of alveolar bone with marrow cavities (Fig. 1A, B). The BV/TV is significantly higher in the edentulous ridge compared to alveolar bone (Fig. 1C). Accordingly, the maxillary edentulous ridge was characteristic of type I bone, and the adjacent alveolar bone was characteristic of type III bone.
We evaluated the 2 bone types further: The osteocyte number/mineralized matrix volume was not significantly different, but osteocyte organization and morphology were. Osteocytes in type I bone were spindle-shaped and had parallel organization versus osteocytes in type III bone, which had a rounded morphology (Fig. 1D–F, Appendix Fig. 1A). Collagen fiber organization is dictated in part by osteocytes (Kerschnitzki et al. 2011), and using Picrosirius red staining, the arrangement of collagen fibers was visualized. In type I bone, collagen fibers were homogenous, densely packed, and linearly arranged, while in type III bone, the fibers had a basketweave pattern (Appendix Fig. 1B, C). Osteocyte density was equivalent between the 2 types of bone (Appendix Fig. 1D, E).
Mitotic activity is often used as an indicator of the healing potential (Jacobsson et al. 1985; Yang et al. 2015). Immunostaining for proliferating cell nuclear antigen (PCNA) revealed few mitotically active cells in the periosteum of type I bone but an abundance of proliferating cells in the periosteum and marrow spaces of type III bone (Fig. 1G, H, Appendix Fig. 1G). Our inability to detect PCNA+ve cells in type I periosteum was not due to technical difficulties because in the same tissue section, PCNA+ve cells were abundant in the adjacent gingiva (Appendix Fig. 1F). This distribution of mitotically active cells was confirmed using a second molecular marker, Ki67 (Appendix Fig. 1H, I). qRT-PCR verified that PCNA expression was elevated in type III bone (Fig. 1I).
Rapid bone remodeling is regarded as a hallmark of the healing potential (Hernandez and Keaveny 2006); therefore, we evaluated the distribution of osteoblast and osteoclast activities (Appendix Table 2). In both types of bone, nearly all periosteal and endosteal surfaces stained positive for alkaline phosphatase (ALP) (Fig. 1J, K, Appendix Fig. 1J, K), but type III bone had significantly more tartrate-resistant acid phosphatase (TRAP+ve) osteoclasts (Fig. 1L, M), and both ALP and TRAP were expressed at significantly higher levels in type III bone (Fig. 1N). Type III bone is differentiated from type I bone by the presence of marrow spaces (Fig. 1A, B), and accordingly, we detected more CD31+ve endothelial cells in type III bone (Appendix Fig. 1L, M). Taken together, we concluded that type III bone had a higher mitotic index and was turning over faster than type I bone.
Type I and Type III Bones Have Different Healing Potentials
An osteotomy model was used to ascertain the healing potential of type I and type III bones. To create a large enough space for implant insertion, the maxillary first molars were extracted and the sockets allowed to heal completely (Appendix Fig. 2A–D). Histomorphometric analyses confirmed that the BV/TV of the healed site was equivalent to intact type III bone (Appendix Fig. 2E, F). Contralateral osteotomies were then generated in the healed extraction socket and the edentulous ridge.
Early during healing (e.g., POD2 and POD4), type I and type III bones appeared equivalent in terms of the density of cells occupying the osteotomies (Fig. 2A–E), but by POD7, the first differences were detectable. Osteotomies in type III bone were filled with a mineralizing collagen matrix, whereas no new collagen was evident in osteotomies in type I bone (Fig. 2F, G). The rate of new bone formation was significantly faster in type III bone osteotomies compared to equivalent osteotomies in type I bone (Fig. 2H–L; histomorphometric quantification in Fig. 2M).
Implants Osseointegrate More Efficiently in Type III Bone
We reasoned that if new bone formed more rapidly in type III bone osteotomies, then implants placed in these osteotomies should also osseointegrate faster. To minimize discrepancies in healing rates related to anatomic location, the 2 implant sites were separated by approximately 2 mm but were performed contralaterally so that one implant bed did not impinge on the other (Appendix Fig. 2G). Implants were placed into slightly oversized osteotomies (Yin et al. 2016) (Appendix Table 1), which resulted in a 25 µm–wide circumferential gap interface around the implants (yellow asterisk in Fig. 3A). This challenging scenario allowed us to compare healing responses between the 2 bone types. Visual inspection confirmed that implants were placed to the same depth, below the level of the occlusal plane. None of the implants were intentionally loaded.
Initially, the interfacial gaps in both types of bone were occupied by a fibrin-rich extracellular matrix and cells (Fig. 3B, C); the difference was that in type I bone, cells expressed the fibrotic marker vimentin (Fig. 3D) and weakly expressed the osteoprogenitor marker Runx2 (Fig. 3E). In type III bone, the opposite was true: cells in the gap showed weak vimentin (Fig. 3F) and strong Runx2 (Fig. 3G) expression. By PID7, differences in proliferation and mineralization were also evident. Implants placed in type I bone had few proliferating cells and no mineralization (Fig. 3H, I), whereas implants placed in type III bone were surrounded by proliferating cells and a mineralizing extracellular matrix (Fig. 3J, K, Appendix Fig. 2H, I). By PID14, implants placed in type I bone were encapsulated by a fibrous envelope (Fig. 3L), whereas implants placed in type III bone were encased in bone (Fig. 3M).
Wnt-Responsive Cells Are Responsible for Implant Osseointegration
To gain insights into the molecular basis for the superior bone-forming ability in type III bone, we assessed endogenous Wnt signaling using the Axin2LacZ/+ strain of mice (Lustig et al. 2002) in which Wnt-responsive populations are Xgal+ve (Fig. 4A). Xgal+ve cells were largely absent from type I bone (Fig. 4B) but were abundant in both the periosteum and marrow spaces of type III bone (Fig. 4C). qRT-PCR verified that Axin2 was expressed at significantly higher levels in type III bone (Fig. 4D). The same observation was made during osteotomy site healing: type I bone osteotomies were devoid of Xgal+ve cells, while type III bone osteotomies were filled with Xgal+ve cells (Fig. 4E, F, Appendix Fig. 2J–M).
These data indicated a positive correlation between endogenous Wnt responsiveness and a bone’s osteogenic properties. To demonstrate a causal link between Wnt signaling and osteogenesis, we used a lineage-tracing strain, Axin2CreErt2/+; R26mTmG/+ (van Amerongen et al. 2012), in which Axin2+ve Wnt-responsive cells and their progeny express green fluorescent protein (GFP) (Fig. 4G). This lineage tracer permitted us to follow the fates of the Wnt-responsive cells and determine if those cells ultimately gave rise to bone around the implant.
We first confirmed that the initial distribution of GFP+ve Wnt-responsive cells was similar to the distribution of Xgal+ve Wnt-responsive cells (Fig. 4H, I, Appendix Fig. 3A–D) and then used Runx2 co-immunostaining to demonstrate that most Wnt-responsive progeny were osteoprogenitors (Fig. 4J). Oversized osteotomies were then generated in type I and type III bones of the Axin2CreErt2/+; R26mTmG/+ reporter, implants were placed, and peri-implant tissues were analyzed over the next 4 wk.
In type I bone, GFP immunostaining was nearly undetectable (Appendix Fig. 3E, F,), and as before, implants failed to osseointegrate (Fig. 3). In contrast, GFP immunostaining was abundant around implants placed in type III bone (Fig. 4K). By PID14, when the implants were osseointegrated, we found that the peri-implant bone was primarily composed of GFP+ve, Runx2+ve osteoblasts (Fig. 4L, M). Thus, most of the new bone that supported the implants in type III bone arose from Wnt-responsive cells. Collectively, these data establish a causal link between endogenous Wnt signaling, the regenerative potential of bones in the oral cavity, and osseointegration.
Discussion
Anatomic Predictors of Implant Success
Predicting implant success is an inherently difficult challenge. Surgeon skill, patient health, implant design and manufacture, osteotomy site preparation, and mechanical loading all contribute to the success or failure of dental implants. Some investigators also consider anatomic location as a key variable (Jaffin and Berman 1991; He et al. 2015), while others claim it is not (Glauser et al. 2005; Cochran et al. 2009; Kim et al. 2011). Unfortunately, our study cannot shed light on whether anatomic location influences implant success because anatomic location is not synonymous with bone type. While it is true that in older patients the anterior atrophic mandible is predominantly type I bone and the posterior maxilla is type III bone (Adell et al. 1981; Monje et al. 2015), it is also the case that human jaw bones show extreme variation in density, even within the same anatomic site (Ulm et al. 1999; Monje et al. 2015). Consequently, reports on clinical implant success as a function of anatomic location cannot be directly compared with our study in which implant osseointegration is correlated with bone type. In the following paragraphs, we address this knowledge gap and focus on how observations made in this study may be translated into clinically useful information.
Biological Predictors of Implant Success
Clinical classification schemes are largely based on the structural characteristics of bone rather than their biological characteristics. Therefore, our first objective was to identify type I and type III bones in the murine oral cavity and then use multiscale analyses to determine if rodents, like humans (Buser et al. 2004), had bones that differed in their regenerative potential.
Three biological characteristics emerged that distinguished murine type I bone from type III bone. First, there were significantly more proliferating cells in the periosteum of type III bone than in type I bone (Fig. 1). This was actually anticipated from previous experiments, where the periosteums of alveolar and long bones were compared (Mouraret et al. 2014). Second, relative to type I bone, type III bone exhibited significantly more remodeling activity (Fig. 1). A growing literature emphasizes the link between tissue remodeling, healing potential, and the presence of stem cell pools (Eming et al. 2014), and in keeping with this association, we uncovered a third biological difference: type III bone had significantly more Wnt stem/osteoprogenitor cells, and a significantly higher expression of Wnt target genes, than type I bone (Fig. 3).
Higher Wnt signaling correlates with faster osteotomy healing and faster implant osseointegration (Fig. 4), but that does not mean that there is a causal link between the variables. That link was established in a previous study in which the delivery of WNT3A protein induced osseointegration (Yin et al. 2015). Even though the implants lacked primary stability, adding exogenous WNT3A was sufficient to transform a fibrous, encapsulated implant to an osseointegrated one (Yin et al. 2015). Coupling those data with observations made in this study, we suggest that a WNT protein therapeutic may be a viable strategy to ensuring osseointegration of implants, even if they are placed into sites with a low regenerative potential.
A Unifying Theory for Mechanobiological Predictors of Implant Success
We integrate these biological findings into our understanding of mechanics and implant osseointegration. We begin with the knowledge that all dental implants are subjected to loading, whether it be an incidental, nominal load placed on a submerged implant or an intentional masticatory load placed on an immediate implant. In either case, loading creates strain in the tissues surrounding the implant (Leucht et al. 2007), and the magnitude of that strain depends on 2 factors: the load vector (i.e., its magnitude and direction) and the properties of the interfacial tissues. Experiments undertaken here set the stage for understanding how those interfacial tissues differ depending on the type of bone into which the implant is placed.
By creating oversized osteotomies in both types of bone, we ensured that our implants were surrounded by a pliable fibrin clot and were therefore unstable (Yin et al. 2015) (Fig. 5A). A fibrin clot has a very low elastic modulus; that is, it is easily deformed by loading (Fig. 5B). Consequently, even minimal incidental loading of a partially submerged implant will create high strain at the tips of the implant threads; between the threads, however, the strains are much lower (Yin et al. 2015) (Fig. 5C). The distribution of these high and low strains in the pliable fibrin clot provided clues as to what likely transpires around a healing implant.
In bones with a greater regenerative potential (e.g., type III bones), cells in the low-strain region proliferate and deposit a collagen matrix, and the collagen matrix begins to mineralize (Fig. 4, schematized in Fig. 5D). The presence of a mineralizing matrix stiffens the interfacial environment, which lowers the strain and thus favors bone formation (Carter and Beaupre 2001). This positive feedback loop exists in type III bone and ultimately manifests as implant osseointegration (Fig. 4). What about type I bone (Fig. 5E)? Here, a lower rate of cell proliferation, coupled with minimal collagen deposition and no mineralization, means that the interfacial tissues fail to stiffen, and strains remain high (Yin et al. 2015). This high-strain environment favors the formation of fibrous tissue (Carter and Beaupre 2001). In our experiments this negative feedback loop manifested as fibrous encapsulation of the implant (Fig. 4).
Ultimately, our objective is to translate these basic science observations into actual clinical practice, and these data provide 2 strategies towards achieving that goal. First, we can develop methods to enhance the regenerative potential of an osteotomy site by careful osteotomy site preparation and perhaps by activating skeletal stem cells to hasten bone formation (Leucht et al. 2013). Second, we can develop new implants whose design inherently reduces interfacial strains and thus favors the formation of bone. Both strategies represent novel methods to improve and extend the use of implants in the oral cavity.
Author Contributions
J. Li, contributed to data acquisition, analysis, and interpretation, drafted the manuscript; X. Yin, L. Huang, L. Cordova, contributed to data acquisition, analysis, and interpretation, critically revised the manuscript; S. Mouraret, B. Salmon, contributed to conception and design, critically revised the manuscript; J.B. Brunski, contributed to data analysis and interpretation, critically revised the manuscript; J.A. Helms, contributed to conception, design, data analysis, and interpretation, drafted and critically revised the manuscript. All authors gave final approval and agree to be accountable for all aspects of the work.
Supplementary Material
Footnotes
A supplemental appendix to this article is available online.
This work was supported by National Institutes of Health grant 5 R01 DE024000-12 to J.A.H. and J.B.B., National Natural Science Foundation of China grants to J.L. (81500829) and L.H. (81300914), and the University of Chile–Conicyt Becas Chile Award (CONICYT PAI/INDUSTRIA 79090016) to L.C.
The authors declare no potential conflicts of interest with respect to the authorship and/or publication of this article.
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