Abstract
After cartilage injury and repair, the subchondral bone plate remodels. Skeletal maturity likely impacts both bone remodeling and inherent cartilage repair capacity. The objective of this study was to evaluate subchondral bone remodeling as a function of injury type, repair scenario, and skeletal maturity in a Yucatan minipig model. Cartilage defects (4 mm) were created bilaterally in the trochlear groove. Treatment conditions included a full thickness chondral defect (full chondral defect, n = 3 adult/3 juvenile), a partial thickness (∼50%) chondral defect (PCD, n = 3/3), and FCD treated with microfracture (MFX, n = 3/3). At 6 weeks postoperatively, osteochondral samples containing the lesion site were imaged by micro-computed tomography (CT) and analyzed by histology and immunohistochemistry. Via micro-CT, FCD and MFX groups showed increased bone loss in juveniles compared with adults. Quantification of histology using the ICRS II scoring system showed equal overall assessment for the FCD groups and better overall assessment in juvenile animals treated with MFX compared with adults. All FCD and MFX groups were inferior to control samples. For the PCD injury, both age groups had values close to the control values. For the FCD groups, there were greater alterations in the subchondral bone in juveniles compared with adults. Staining for collagen II showed more intense signals in juvenile FCD and MFX groups compared with adults. This large animal study of cartilage repair shows the significant impact of skeletal maturity on the propensity of subchondral bone to remodel as a result of chondral injury. This will improve selection criteria for animal models for studying cartilage injury, repair, and treatment.
Keywords: : subchondral bone, cartilage, microfracture, skeletal maturity
Introduction
Given the high prevalence of focal cartilage injuries and the propensity for such defects to instigate the early onset of osteoarthritis, a number of surgical treatment options to enhance cartilage repair have been developed. Techniques involving the subchondral bone, for example, microfracture (MFX), as well as techniques that do not disturb the cement line, for example, autologous chondrocyte implantation (ACI), are commonly employed. Although such treatments can positively impact regeneration of cartilage, they may have unwanted effects on the underlying bone. For example, after treatment by MFX or ACI, subchondral bony remodeling has been reported, ranging in severity from upward bony migration1–4 to the formation of intralesional osteophytes or cysts.5–7 This phenomenon is also known to cause clinical complications, such as failure of graft integration, enlargement of the initial defect, and subchondral edema, which may lead to overall treatment failure rather than to repair of the impaired cartilage.
In keeping with these clinical observations, basic science studies using large animal models, including canine,8 caprine,9 and porcine,10 also show changes in subchondral bone during repair of full thickness chondral defects. Likewise, in both small and large animal studies involving MFX, upward subchondral bone plate migration is commonly reported.11–13 Thus, the osteochondral unit must be restored to ensure a meaningful cartilage repair,14 and care should be taken to verify that the animal model employed accurately reflects the changes that occur in humans.
One aspect to this bone remodeling response after cartilage repair may be the age of the subject. Bone remodeling occurs throughout life, and age-dependent differences exist due to normal growth and maturation as well as due to metabolic bone diseases, such as osteoporosis. Although remodeling slows with age,15,16 limited information exists in terms of whether subchondral remodeling after cartilage damage is also age dependent. Given the importance of the osteochondral unit for functional repair of the articular surface, age-related limitations of cartilage repair might be associated with age-related changes in subchondral bone remodeling.
Because subchondral bone remodeling could compromise outcomes of tissue-engineered cartilage repair, the objective of this study was to evaluate subchondral bone remodeling as a function of injury type, repair scenario, and age in a Yucatan minipig model of cartilage injury. To address this issue, we investigated the response of the subchondral bone to full chondral defects with removal of the calcified cartilage layer as well as partial chondral defects that maintained the integrity of the calcified cartilage layer. Further, since skeletal maturity likely impacts both bone remodeling (due to changes in subchondral bone activity) and inherent cartilage repair capacity (due to changes in endogenous stem cell populations and reduced cell number), both skeletally mature and immature groups were evaluated.
Materials and Methods
Animal model and surgical procedure
To carry out this study, surgery was performed on the stifle joints of three juvenile (6 months, male, 32.9–37.7 kg) and three skeletally mature (18 months of age, male, 62.0–64.0 kg) Yucatan minipigs (Sinclair Bioresources) with IACUC approval from the Philadelphia VA Medical Center and the University of Pennsylvania. All animal procedures were performed in accordance with policies set forth by the National Institutes of Health.
Preoperative medication consisted of ketamine (11–33 mg/kg intramuscular [i.m.]), xylazine (2.2 mg/kg), and cephalexin (250 mg orally [p.o.]). After induction, maintenance of general anesthesia and pain control was achieved with isoflurane (1–4 vol.%, inh.), buprenorphine (0.01 mg/kg i.m.), and saline (10–20 mL/h, intravenously [i.v.]). To access the trochlear groove, a 7 cm (2.7 inches) long skin incision was made over the medial aspect of the patella. After a lateral arthrotomy, the patella was subluxed to the medial side to expose the trochlear groove. In each animal, four 4 mm diameter defects were created in the trochlear groove (three of these were used for the current study). Details on all four defects have been previously described (10). Treatment conditions for these defects included an untreated full thickness chondral defect (FCD, n = 3 adult/3 juvenile), where the cartilage including the calcified layer was removed; a partial thickness chondral defect (PCD, n = 3/3), where ∼50% of the cartilage was removed; and a full thickness chondral defect that was treated with MFX(n = 3/3). Treatment localizations within the trochlear groove were randomized from joint to joint. After soft tissue and skin closure, the superficial incision sites were injected with a local anesthetic (Bupivacaine, 0.25% solution, 5 mL per incision).
After extubation and recovery, pigs were allowed full weightbearing as tolerated. Postoperative analgesia consisted of buprenorphine (0.01 mg/kg i.m., 2 × /day) for the first 3 days postsurgery and carprofen (2–3 mg, 1 × /day, p.o.) for 5 days postsurgery. Cephalexin (250 mg/day p.o.) was administered until postoperative day 3.
Animals were euthanized after 6 weeks postoperatively after premedication with ketamine (11–33 mg/kg i.m.) and xylazine (2.2 mg/kg), followed by intravenous overdose of pentobarbital (80 mg/kg) and phenytoin sodium (10 mg/kg). The stifle joints were harvested, and skeletal immaturity or maturity was confirmed by fluoroscopy.
Gross view imaging and scoring
Digitized gross view images of the trochlear groove were taken after soft tissue dissection. All images were saved, randomized, and blinded for macroscopic scoring. Four blinded reviewers scored all 18 treated defects according to a semi-quantitative, 5-item scoring system (color, presence of blood vessels, surface of the repair tissue, adjacent cartilage, and defect fill), described by Goebel et al.,17 wherein higher scores indicate inferior macroscopic appearance. Scores were averaged across the reviewers.
Micro-computed tomography analysis
Osteochondral plugs inclusive of one defect area were then separated from the trochlear groove by use of a hand saw and fixed in 4% paraformaldehyde (Affymetrix, Santa Clara, CA). One adjacent osteochondral plug per joint served as control. Micro-computed tomography (CT) scans for all specimens were performed by using a VivaCT 75 (Scanco, Wayne, PA). Specimens were scanned at 55 kVp and 145 A to image the bone. After this primary scan, samples were immersed in Lugol's solution (Sigma, St. Louis, MO) for 48 h and subjected to a second scan to visualize the cartilage and allow for calculation of the defect fill. For further analysis, depth-dependent cylindrical volumes of interest (VOI) were calculated in each sample as previously described.10 Within each VOI, the bone volume per total volume (BV/TV), trabecular spacing, trabecular number, and trabecular thickness was computed and its relative value compared with the specific range of the control from the same joint was calculated. Additional full three-dimensional (3D) reconstructions of each specimen were generated for visualization purposes.
Histology
After micro-CT, specimens were decalcified (Formical-2000; Thermo Fisher Scientific, Pittsburgh, PA) for 10 days, embedded in paraffin, and sectioned at a thickness of 6 μm. For each sample, hematoxylin and eosin (H&E) and Safranin-O/fast green (Saf-O) staining was performed according to standard protocols. Sections were microscopically analyzed for cell and defect morphology (H&E) and matrix content (fibrous tissue and proteoglycans, Saf-O). Three blinded reviewers scored the histological images according to the ICRS II semi-quantitative scoring scale.18 Scores were averaged among reviewers, and statistical analysis was carried out as described later.
Immunohistochemistry and evaluation of defect fill by digital image analysis
Immunohistochemistry for collagen type II was performed to evaluate cartilage regeneration and collagen II matrix distribution. To do so, paraffin sections were deparaffinized, rehydrated, and subjected to proteinase K antigen retrieval for 15 min at 37°C. Sections were incubated with a type II collagen antibody (5 μg/mL; Developmental Studies Hybridoma Bank, University of Iowa, Iowa City, IA) for 1 h. After washing, the signal was detected by using the Millipore Immunoperoxidase Secondary Detection System (EMD Millipore Corporation, Billerica, MA). After digital imaging, defects were analyzed for proportional collagen type II stain within the defect fill.
For all stains, images were acquired under bright-field illumination by using a Nikon Eclipse NI-E (Nikon, Tokyo, Japan). Images were acquired at a magnification of 10× and stitched by using the NIS-Elements AR 4.2 (Nikon) software. For quantification of collagen type II stain, images were converted to grayscale, and the area of the defect fill was outlined exclusive of the remodeling subchondral bone. After thresholding, the amount of positive staining was computed as the number of black (positive) pixels was divided by the total number of pixels within the outlined defect fill and multiplied by 100 and given as percentage (ImageJ; National Institutes of Health, Bethesda, MD).
Statistical analysis
Statistical analysis was carried out by using SPSS® (version 20; IBM, Armonk, NY). The Kolmogorov-Smirnoff test was used to check for normal distribution. For BV/TV, macroscopic scoring, and collagen type II scoring, all values were normally distributed. A two-way analysis of variance (ANOVA) with group and age as independent factors followed with individually performed posthoc tests to maintain an overall alpha level at p < 0.05. Similar procedures were used for ICRS II scores, where some datasets were normally distributed and others not. For non-normal distributions, a Kruskal-Wallis test followed by an individual Mann-Whitney test was used. To control for type-1 error, a Bonferroni correction for multiple comparisons (p < 0.006) was applied.
Results
Animal surgeries
All surgeries were performed without intra- or postoperative complications. During surgery, a marked difference in cartilage thickness between adult and juvenile minipigs was observed, with juvenile minipigs having thicker cartilage at all locations throughout the trochlear groove relative to adult animals. Cartilage removal in adult minipigs was more laborious, as the cartilage was better integrated with the calcified layer. All pigs were weightbearing on all fours at postoperative day 1, and no signs of infection were observed during the follow-up period or after dissection at time of euthanasia.
Fluoroscopy and macroscopic evaluation
Posteuthanasia, defects of the adjacent cartilage were clearly visible in adult minipigs in the FCD, MFX, and PCD groups abnormalities in adjacent cartilage marked with asterisk (*). These defects were not seen in juvenile specimens despite similar surgical techniques. Fluoroscopic imaging showed fused femoral and tibial growth plates in the adult minipigs (Fig. 1b), whereas skeletally immature pigs had open physes in both the femur and tibia (Fig. 1c). Although no significant differences were observed, data from macroscopic scoring showed that the mean values for full chondral defects (6.1 [SD 2.3]) and partial chondral defects (4.3 [SD 1.8]) were lower in skeletally immature minipigs compared with skeletally mature minipigs. Conversely, in the MFX group, the mean value of mature minipigs was lower (5.8 [SD 2.6] vs. 8.9 [SD 3.7]) (Fig. 1d).
Micro-CT analysis
Micro-CT analysis revealed marked differences between adult and juvenile minipigs in terms of initial bony morphology and bony remodeling in the subchondral bone beneath cartilage lesion (Fig. 2). In control and defect specimens, absolute values for BV/TV were higher in adult minipigs compared with juvenile minipigs, regardless of defect type and depth of the analyzed subchondral bone. Values for BV/TV of control defects in adult animals were 69.2 in range 1, 52.4 in range 2, 48.1 in range 3, and 44.9 in range 4, respectively; whereas values in juvenile animals were 40.1 in range 1, 34.9 in range 2, 34.0 in range 3, and 31.6 in range 4. Qualitative analysis of bone beneath the cartilage defects showed, through 3D reconstructions, that FCD and MFX groups resulted in greater bone loss in skeletally immature minipigs compared with skeletally mature minipigs (Fig. 2). In the PCD group, there was a slight elevation of the subchondral plate in immature minipigs at 6 weeks postoperatively compared with mature minipigs (Fig. 2, lower left panel), which showed little change in subchondral architecture. Quantifying these observations in terms of BV/TV near the cartilage-bone interface (range 1), the FCD group for juvenile animals showed significantly lower values relative to adults (p < 0.05), whereas the MFX and PCD groups were not significantly different between the juveniles and adults (p > 0.05, Fig. 3). Comparing between groups in the juvenile animals, the FCD group had significantly lower values relative to the PCD group (p < 0.05). No significant differences were found between the groups in the adult animals (p > 0.05) for range 1. With progression away from the cartilage-bone interface, values for the skeletally immature pigs were not significantly different from values for the adult animals for ranges 2–4 (p > 0.05, Fig. 3). Qualitatively, all groups appear to reach similar relative values by range 4 with lower levels of variability. Statistical analyses revealed no significant effects due to age or experimental group for trabecular spacing, trabecular number, or trabecular thickness for any range (p > 0.05) (Supplementary Figs. S1–S3; Supplementary Data are available online at www.liebertpub.com/tec). Defect fill (Supplementary Fig. S4b) assessed from post-Lugols micro-CT was not significantly different between ages or treatment groups (p > 0.05), but it tended to be higher in immature minipigs compared with mature minipigs.
Histology and immunohistochemistry
Histological analysis showed qualitatively better fill in juveniles, with some evidence of Safranin-O positive staining at 6 weeks postoperatively (Fig. 4). Defect fill in the adult and juvenile FCD groups mainly consisted of Safranin-O negative tissue, with no evidence of cartilage-specific extracellular matrix. In the juvenile MFX group, some Safranin-O positive tissue (indicative of proteoglycan deposition) was detected. All PCD groups showed a small layer of fibrous tissue on top of the remaining cartilage, and the remaining cartilage was stained nearly to the same extent as the adjacent noninjured cartilage (Fig. 5). In terms of subchondral remodeling, and consistent with the micro-CT analysis, mature minipigs showed less bone remodeling compared with immature minipigs.
Quantification of the histology using the ICRS II scoring system showed equal overall assessment for the FCD groups, better overall assessment for the juvenile MFX groups compared with adult MFX, and values close to the control samples for the PCD groups (Fig. 6). Overall assessment for juvenile minipigs was significantly lower for all treatment groups compared with age-related control groups (p < 0.05). Further, for the FCD group, there was less alteration in the subchondral bone and a slightly better basal integration noted in mature compared with immature minipigs. Significantly different values for subchondral bone scores were found between adult and juvenile minipigs in the MFX groups, between the juvenile FCD and MFX groups, between the juvenile MFX and PCD groups, and between the juvenile MFX and the age-related control group (p < 0.05). Likewise, the MFX group showed decreased basal integration in immature compared with mature minipigs (Fig. 6). However statistical significance was not reached for basal integration between the juvenile FCD and PCD groups, between the juvenile FCD and age-related control groups, or between the juvenile MFX and age-related control groups (p > 0.05). Additional scored parameters showed mainly lower values for FCD and MFX groups, regardless of age, compared with PCD or control conditions. Significant differences were found for clustering at middle/deep zone between juvenile FCD and PCD groups, as well as between juvenile FCD and age-related control groups and between juvenile MFX and age-related control groups (p < 0.05). Scoring for surface architecture yielded statistically significant differences for the juvenile FCD group compared with the age-related control group (p < 0.05). Differences in formation of a tidemark were statistically significant between juvenile FCD and PCD groups as well as between juvenile MFX and PCD groups; they were also statistically significant between juvenile FCD, juvenile MFX, and the age-related control group (p < 0.05).
Immunohistochemical staining for collagen II showed a qualitative trend toward more intense signals in the repair tissue in immature FCD and MFX groups compared with the same repair groups in mature animals. Of interest in several samples (primarily juvenile samples), the remodeling subchondral bone also stained for collagen II at this time point (Fig. 7). Digital image analysis (of the cartilage defect only) revealed that immature minipigs trended qualitatively toward higher collagen II in the repair tissue, regardless of treatment group, compared with mature minipigs (FCD: 55.3% collagen type II stain [SD 8.5] vs. 41.9% [SD 24.6]; MFX: 48.8% [SD 32.7] vs. 40.0% [SD 14.9]; PCD: 86.7% [SD 13.5] vs. 69.9% [SD 45], Supplementary Fig. S5).
Discussion
As subchondral bone remodeling has a large impact on the effectiveness of cartilage repair in clinics,14,19 as well as in animal models,20 this study investigated the extent of subchondral remodeling as a function of the type of cartilage lesion and skeletal maturity in a porcine model. We observed lesion- and age-dependent differences in subchondral bone remodeling at 6 weeks postoperatively, confirming our hypothesis. Interestingly, skeletally immature animals had more extensive subchondral bone remodeling compared with skeletally mature animals after the creation of full chondral defects (FCD) and full chondral defects that were treated by MFX. Subchondral bone remodeling after surgical creation of partial thickness chondral defects (PCD) resulted in elevated subchondral bone plates in skeletally immature animals. Age-related differences were also seen in cartilage repair, where more defect fill and qualitative improvement in the quality of repair tissue was observed in skeletally immature animals.
The initial subchondral bone loss in untreated and MFX-treated full thickness chondral defects (FCD) is most likely a consequence of multiple factors, including osteoclast activation, altered loading at the subchondral level, and the impact of synovial fluid permeating into the subchondral bone. Osteoclast activation after cartilage injury can partially be inhibited by bisphosphonates (e.g., risendronate20,21). Studies in rabbits and minipigs have also found a positive correlation between morphological restoration of the subchondral bone and cartilage repair capacity. It is well known that the health of subchondral bone is dependent on physiological load bearing.22 In our study, animals were allowed full weightbearing immediately postoperatively, comparable to other previous studies that were restricted to skeletally immature animals.23–25 In those studies, substantial subchondral remodeling was noted in the context of full chondral defects (FCD). Fisher et al.10 developed a simple finite element model of load transmission in these full chondral defects, and they suggested that unloading of the underlying bone (due to the lack of load transmission by the missing cartilage in the defect) may contribute to subchondral remodeling.9,10,26 Full chondral (FCD) and MFX groups showed substantial loss in bone beneath the defect, whereas PCD groups showed some evidence of overgrowth at 6 weeks postoperatively. These findings are consistent with previous reports in the literature27 In these partial chondral defects, the integrity of the osteochondral junction was not disturbed and synovial fluid did not gain direct access to the subchondral bone.
The influence of age and skeletal maturity on subchondral bone remodeling after acute cartilage injury is not as well described. In studies of osteoarthritis, age is a factor in terms of bone quantity and quality, with specific changes occurring in subchondral architecture, biomechanical properties, and the balance between anabolic (by osteoblasts) and catabolic (by osteoclasts) processes.28,29 In terms of acute injury, Murray et al.30 described thickening of the subchondral bone plate and the calcified cartilage layer with age in an equine study, whereas Wei et al. found decreased volume fractions in the subchondral bone of young rabbits compared with adolescents and adults.28 A thicker calcified cartilage layer as well as a thicker subchondral bone plate may protect the underlying bone from disturbance, and, therefore, result in less remodeling of the subchondral bone plate in skeletally mature animals. This is supported by our current findings, where more extensive subchondral remodeling was seen in juvenile (skeletally immature) animals.
A number of other experimental factors can influence the bone remodeling observed, including the choice of small versus large animal models and full thickness chondral versus osteochondral defects.19 Other authors suggest that the initial degree of subchondral bone remodeling (within the first postoperative weeks) may be predictive of the long-term development of the subchondral bone and the osteochondral unit.20 However, the exact temporal pattern of subchondral restoration appears to be species specific. Study timelines reach up to 1 year in rabbits,21,27,28,31 sheep,13 goats,32,33 and horses.34 Studies utilizing immature minipigs have noted subchondral remodeling, whether through gross or histological evaluation, at 6 months35 and 1 year23 follow-up. Although no animal model mimics the human situation completely,36 all hallmarks that are observed in large animal models are also found in clinical studies of cartilage repair. For example, osseous overgrowth and cyst formation have been found repeatedly after cartilage repair in humans.5,7 Moreover, it has been suggested that disturbance of the subchondral bone plate can be a main contributor to the failure of revision surgery in cartilage repair.3
In addition to changes in bone remodeling, our data also suggest poorer quality of repair cartilage in adult minipigs compared with juveniles. The size of cartilage defect required to establish a “critical” nonhealing state has been established in minipigs10 as well as in goats37 and dogs.38 We found that defects of both ages filled to some extent with fibrous tissue, with defects in juvenile animals filling to a greater extent and being more likely to contain proteoglycans and type II collagen, indicative of better quality repair despite their more extensive subchondral remodeling. Whether these immature minipigs are able to compensate for the tremendous subchondral remodeling by producing more cartilage-like repair tissue remains to be investigated in further studies. Regardless of the cause, the bony remodeling needs to be addressed and/or accounted for in future studies of cartilage repair. As an example, it will be difficult to interpret findings from even the best tissue-engineered cartilage if it is placed atop a subchondral bone plate undergoing marked remodeling. A remodeling subchondral bone plate may likewise increase the risk of treatment failure for cell-based cartilage repair3 and so speed the onset of osteoarthritis39 as a consequence of altered biomechanical signals in the cartilaginous repair tissue.40
Additional time points are required to elucidate the full spatiotemporal pattern and extent of bony remodeling and defect fill in animal models and in humans as function of age. Further studies are also required to understand the causative mechanism of the subchondral bone remodeling in juveniles and the apparent decrease in cartilage formation in adults. Based on these findings, it is recommended that both preclinical and clinical studies of cartilage repair carefully evaluate and monitor changes in subchondral bone, for instance by using novel MRI imaging methods,41 to avoid radiation exposure in patients.
Conclusions
We compared subchondral bone remodeling after cartilage injury between skeletally mature and immature Yucatan minipigs. Our results suggest that subchondral bone remodeling is more extensive in skeletally immature animals at 6 weeks postoperatively in untreated and MFX-treated cartilage defects, whereas partial chondral defects showed upward migration of the subchondral bone plate in juveniles. The cartilage repair was of better quality in immature (juvenile) animals than in mature (adult) minipigs. These results can guide ongoing basic science and clinical studies investigating cartilage injuries and tissue engineering strategies.
Supplementary Material
Acknowledgments
The authors would like to acknowledge assistance from Debra Pawlowski and Jeffrey House of the Philadelphia VA Medical Center Animal Research Facility, Niobra Keah for assistance with histological assays. This work was funded by the Department of Veterans Affairs (I01 RX000700), the AO Foundation, the National Institutes of Health, through the Penn Center for Musculoskeletal Disorders (P30 AR069619), and the German Research Foundation (DFG–PF 804/1-1).
Authors' Contributions
C.G.P.: Study design, data collection, data analysis, interpretation of results, and article preparation; M.B.F.: Study design, interpretation of results, and preparation of the article; V.S.: Data collection, interpretation of results; M.K.: Data collection; E.A.H.: Data collection, data analysis; D.A.S.: Funding, study design, and interpretation of results; G.R.D.: Funding, study design, data collection, and interpretation of results; R.L.M.: Funding, study design, interpretation of results, and article preparation. All authors have read and approved this article.
Disclosure Statement
No competing financial interests exist.
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