Abstract
Mechano-biochemical wear encompasses the tribological interplay between biological and mechanical mechanisms responsible for cartilage wear and degradation. The aim of this study was to develop and start validating a novel tribological testing system, which better resembles the natural joint environment through incorporating a live cartilage-on-cartilage articulating interface, joint specific kinematics, and the application of controlled mechanical stimuli for the measurement of biological responses in order to study the mechano-biochemical wear of cartilage. The study entailed two parts. In Part 1, the novel testing rig was used to compare two bearing systems: (a) cartilage articulating against cartilage (CoC) and (b) metal articulating against cartilage (MoC). The clinically relevant MoC, which is also a common tribological interface for evaluating cartilage wear, should produce more wear to agree with clinical observations. In Part II, the novel testing system was used to determine how wear is affected by tissue viability in live and dead CoC articulations. For both parts, bovine cartilage explants were harvested and tribologically tested for three consecutive days. Wear was defined as release of glycosaminoglycans into the media and as evaluation of the tissue structure. For Part I, we found that the live CoC articulation did not cause damage to the cartilage, to the extent of being comparable to the free swelling controls, whereas the MoC articulation caused decreased cell viability, extracellular matrix disruption, and increased wear when compared to CoC, and consistent with clinical data. These results provided confidence that this novel testing system will be adequate to screen new biomaterials for articulation against cartilage, such as in hemiarthroplasty. For Part II, the live and dead cartilage articulation yielded similar wear as determined by the release of proteoglycans and aggrecan fragments, suggesting that keeping the cartilage alive may not be essential for short term wear tests. However, the biosynthesis of glycosaminoglycans was significantly higher due to live CoC articulation than due to the corresponding live free swelling controls, indicating that articulation stimulated cell activity. Moving forward, the cell response to mechanical stimuli and the underlying mechano-biochemical wear mechanisms need to be further studied for a complete picture of tissue degradation.
Keywords: cartilage, cartilage mechanics, tribology- wear, joint motion simulation
1. INTRODUCTION
Osteoarthritis is a debilitating disease of the entire joint, which takes several decades to progress and has multiple underlying etiologies. Cartilage degradation and wear is one possible component leading to joint failure, partly due to the limited capacity of cartilage to repair and regenerate itself[1]. For cartilage biotribology, friction and lubrication are more often assessed. The challenge of cartilage wear, as suggested in Katta, et al.[2], is due to the complexity of the underlying processes as wear and biochemical degradation are acting simultaneously.
Wear is classically defined as being the result of one of four major mechanisms: abrasion, adhesion, surface fatigue, and tribochemical reactions[3]. Of these, abrasion, adhesion, and surface fatigue are most often prescribed as the underlying mechanisms of cartilage wear[2]. Tribo-chemical wear, though, could play a major role in influencing cartilage degradation. However, the phrase lacks emphasis on how the biological factors, which include chondrocytes, enzymes, mechanotransduction, and inflammation, influence cartilage wear. Mechano-biochemical wear fully describes the complex interactions between mechanical forces and biological/chemical reactions. Such a concept acknowledges how load and mechanical forces are transduced to biochemical reactions and cellular responses via mechanotransduction and cell surface receptors. Because of this connection, we propose that mechano-biochemical wear is another important underlying wear mechanism for cartilage degradation that has yet to be fully explored.
A review of the current literature indicates that most existing in vitro models do not replicate three key tribological and biological aspects of the normal joint environment, which would impact the understanding of mechano-biochemical cartilage wear: (1) the articulating motion of surfaces, (2) an interface based on the cartilage-cartilage interaction, and (3) the biological responses to wear of living tissue. First, current in vitro models do not effectively mimic the tribological complexity of joint motion while also maintaining physiologic conditions[4]. The biomechanics of natural joints includes rolling and gliding motion at the cartilage surface with compressive, shear, and tensile stresses[5]. Models of cartilage mechanics apply loading conditions such as static or dynamic compression[6–9], shear forces[10–13], hydrostatic pressure[14], or supraphysiological impaction forces[15,16]. These models provide an incomplete picture of the tribological stresses at play in a joint by not simulating shear forces at the surface. Even basic tribological models utilizing pin-on-disc or flat-on-flat tribometers lack the rolling and gliding motion seen in vivo[2]. Limited studies have applied more complex mechanical patterns and loads to native cartilage tissue resulting in surface shear stress[17–21]. Second, in tribological testing, the biological cartilage-cartilage interface of a joint is often replaced by an interface of cartilage against glass or other biomaterials[22–26], neglecting the native tissue response to motion and loading against a naturally soft counterface. The few studies that do utilize a cartilage-on-cartilage interface do so for studies of friction and/or lubrication[27,28], for comparison against chondroplasty materials[29,30], or for supraphysiological impaction[16]. Third, a final biological concern with many studies is the limited understanding of living cartilage response to tribological stresses as frozen or dead tissue has been typically used[21,31]. Eliminating the biological response from the system provides an incomplete picture of cartilage degradation. Studies may have replicated one or two of the three aspects listed above, such as through the use of dead cartilage-on-cartilage in a pin-on-pin configuration[31] or living tissue with complex compression and shear loading to evaluate gene response[12,32]. However, according to our literature review, no current study has replicated all three aspects together.
To improve the modeling of articulation of the native joint, the purpose of this study was to establish and begin validating a novel in vitro system utilizing a living cartilage-on-cartilage interface for wear testing that addresses the aforementioned features of the human joints missed in the existing models. There were two objectives for the study: (I) to design and test a system applying complex articulating motion to a living cartilage-on-cartilage (CoC) interface with comparison to a metal-on-cartilage (MoC) interface to evaluate system sensitivity; (II) to evaluate the effect of rolling and gliding motion on the biological response and its impact on matrix wear through comparing living and dead tissue. The MoC interface was chosen to evaluate system sensitivity because it is used clinically in hemiarthroplasties that are expected to last a decade, implying they produce only limited cartilage damage (but still more than CoC)[33–35]. In spite of this limited damage, a successful test set-up must be able to discriminate cartilage wear differences between the CoC and MoC pairings. For the second objective, we investigated wear differences between live and dead cartilage tissue. It has been reported that over time, frozen osteochondral grafts show deterioration of the graft properties in vivo, including cartilage softening, loss of matrix proteins, and an increase in surface irregularity, as compared to fresh grafts[36]. Because of this clinical observation, we hypothesized that the live CoC model would increase its biosynthetic activity compared to the non-wearing control tissue and show less matrix damage compared with dead tissue.
2. MATERIALS & METHODS
2.1 Cartilage Specimens
Cartilage from the stifle (knee) joint was obtained from steers (approximately 6–8 months old) that were slaughtered by a local abattoir 48 hours prior to requisition. Joints were kept intact and refrigerated before arrival to the lab. Joints were then dissected to expose the femoral trochlear groove, and visual integrity of the cartilage (i.e. lack of bruising) and synovial fluid (i.e. absence of blood) was confirmed prior to use. Baseline cell viability of a cartilage sample from the joint was also later evaluated before samples were used in tribological testing. At least 10 joints were used for each investigation.
Full thickness cartilage discs were removed with a custom oval punch (20 mm length x 14 mm width) from within the trochlear groove and trimmed through the deep zone to an approximate thickness of 3 mm (Fig. 1a). Discs were secured in semiconfined compression in porous polyethylene wafers, which were placed in polyether ether ketone (PEEK) specimen cups (Fig. 1b). To provide a cartilage counterface for the cartilage-on-cartilage testing, cartilage strips (45 mm length x 8 mm width x 3 mm height) were removed with a scalpel from the trochlear rim, and then trimmed to exact size (Fig. 1c). Strips were secured to a custom Delrin® ball (Fig. 1d). The 28 mm ball has a 1 mm groove for the strip, which secures the strip against lateral displacement. In addition, the ends of the strip are fixed with either screws or silk surgical suture. Cartilage discs and strips were cultured in fresh DMEM: Ham’s F-12 (1:1) media containing 1% Mini-ITS (50 mM insulin, 2 μg/mL transferrin, 2 ng/mL selenous acid, 25 μg ascorbic acid, and bovine serum albumin/linoleic acid at 420/2.1 μg/mL) and antibiotic solution (penicillin, streptomycin, amphotericin B, and gentamicin) at 37°C, 5% CO2, 95% humidity.
2.2 Study Design
2.2.1 Tribological Apparatus Design
To address Objective (I) and (II), a cartilage-on-cartilage (CoC) articulating model needed to be created. The principle design of the tribological test simulator is detailed in Wimmer et al.[37] (Fig. 1e). Tribologically, the surface interaction in an articular joint is considered reciprocating sliding wear with a smaller contact area than the wear path. To represent this, a biaxial pin-on-ball concept was modified where a cell-seeded scaffold or cartilage tissue (the pin) in pressed onto a conforming ball. The motion trajectories of the two bodies were in phase difference, which when combined with cyclic compressive loading, produces complex shear force patterns on the surface of the scaffold/cartilage pin.
As the simulator was designed for studies with chondrocyte-seeded scaffolds, modifications were necessary to allow for cartilage testing. First, alterations were made to the cup placement to allow larger cartilage discs to provide a wear path and surrounding tissue. Additionally, for CoC articulation, the Delrin ball adapter for the cartilage strip was created to maintain the initial pin-on-ball concept and to create a similar contact point and wear path for CoC articulation and for metal-on-cartilage (MoC) articulation. This modification creates a wear path with a resulting wear scar that is roughly 40% of the total surface of the cartilage explant. Second, in order to introduce rolling and gliding motion, a migrating contact point with a speed of 0.5 mm/sec was introduced by creating a 10 mm offset between the normal load axis and the rotational axis of the disc (Figs. 1f–h). A migrating contact point has been shown to a) improve lubrication and to allow rehydration of the tissue[38] and b) improve cell viability at the point of contact over time in chondrocyte-seeded scaffolds[39] and in cartilage explants[40].
2.2.2 Objective I: System Validation of Cartilage-on-Cartilage as Compared to Metal-on-Cartilage
Cartilage was randomized to the following groups: unloaded, free-swelling control (FSC), tribological test against metal (MoC), or tribological test against cartilage (CoC). For the MoC tests, the metal counterface is a cobalt chromium head (32 mm diameter), which was selected due to its clinical role in hemiarthroplasty and its research role in in vitro wear testing[34,40,41]. After removal of tissue from the joint, all samples underwent a five-day preculture in culture media with daily changes and replenishing
2.2.3 Objective II: Comparison of Live and Dead Tissue in a Cartilage-on-Cartilage Model
Samples were randomized into four groups: live unloaded free-swelling control (live FSC), live tribological test against cartilage (live CoC), dead unloaded free-swelling control (dead FSC), and dead tribological test against cartilage (dead CoC). Similar to Objective I, live tissue samples underwent a five-day preculture. For the dead tissue samples, both the cartilage disc and the cartilage strip underwent the following pre-treatment: on the first day after harvesting, samples experienced three freeze-thaw cycles, where a cycle consists of two hours storage in a −80°C freezer then forty-five minutes in the 37°C incubator, as adapted from Clements, et al.[42]. They found that three cycles at those temperature fluctuations would cause 100% cell death, which was confirmed in our laboratory with analysis of cell viability and metabolic response (for protocols see below). After freeze-thaw, samples were secured in the polyethylene platen/PEEK cup and cultured for the remainder of the preculture period like the live samples. The preculture period was followed by three days of tribological testing in the above assigned groups.
2.2.4 Tribological Protocol
After tissue procurement and the respective pre-treatment periods, cartilage samples underwent tribological testing in the simulator (Fig. 1e). The strip/ball apparatus and material heads were mounted onto the joint motion simulator with their respective discs. The four-station simulator is housed in a separate incubator which maintains testing conditions similar to the culture incubator at 37°C, 5% CO2, and 95% humidity. Balls were manually lowered, and the discs were raised by a stepping motor to reach an approximate contact load of 45 N. The balls were rotated at a frequency of 0.5 Hz and stroke of 30°, while each explant was rotated at a frequency of 0.1 Hz and stroke of 15°. This dual rotation resulted in a rolling and gliding motion with a 20 mm2 contact area creating a curvilinear path equivalent to 5.2 mm, which was identical for both the metal heads and the cartilage strip/ball adapter. The surface stresses were different due to the increased compliance of the cartilage strip counterface, but the loading regimes were the same. This mimics the situation in vivo where natural joint loads are similar to those acting on the bearing surfaces of arthroplasties. The test duration was three hours per day for three days. The culture medium from each sample was collected and replenished in full at the conclusion of each three-hour test; 3 mL of media for the discs and 12 mL for the strips were needed to fully submerge samples for the test and rest periods. Between test periods, cartilage was incubated overnight for a rest period with the medium collected and changed immediately before the next testing period. Upon collection, all media was stored at −80°C and analyzed individually. After completion of testing on day three, the wet weight of samples was recorded.
2.3 Analysis
2.3.1 Tissue Viability
Cartilage cell viability was examined to assess how it is affected by mechanical articulation[43]. In brief, immediately after day three of articulation, cartilage strips and discs were dissected parallel through their respective contact paths, stained with calcein AM and ethidium homodimer-1, and imaged with a confocal laser-scanning microscope (Nikon E200, Melville, NY) at 5x. Live and dead cell counts were obtained using Image J software[44]. The percentage of live cells was calculated by comparing the number of live cells to the total number of cells counted. The top 15% of the cartilage thickness was defined as the superficial zone[45].
2.3.2 Tissue Histology
After dissection through the wear path, cartilage samples were fixed in neutral buffered formalin, embedded in paraffin, sectioned at 5 μm, and stained with Safranin-O/fast green to evaluate tissue integrity, chondrocyte appearance, and matrix proteoglycan distribution[43]. Slides were imaged using a light microscope (Eclipse TE2000-S; Nikon Instruments Inc, NY) at 4x magnification. Additional samples were stained with Picrosirius red to evaluate the integrity of the collagen fibrils to identify any potential disruptions at the surface[46]. A light microscope with a polarization filter (Olympus BX40) was used to capture the birefringent optical properties of the samples, which indicate orientation of the fibers.
2.3.3 Tissue Surface Topography
Immediately after testing, the integrity and wear of the articular surface was evaluated using a scanning white light interferometry microscope (NewView 6300; Zygo Corp., Middlefield, CT) for non-contact surface topography measurements with a previously published protocol[43]. The topography data was corrected for sample geometry (curvature) to yield an array of deviations around the center/wear area surface, from which the surface roughness parameters Ra, SRz, PV, and Rsk were computed (MetroPro version 8.1.5, Zygo Corp.). Ra is the mean arithmetic deviation from the center surface. SRz is the average peak-to-valley areal roughness, which is the average of Rz values computed over the areal data array. Each Rz value is the arithmetic average of the five highest peaks and the five lowest valleys along a radial line going through the center of the areal data array. PV or maximum the peak-to-valley depth, equals the most positive minus the most negative deviation on the surface. Rsk, the areal skewness, is a measure of the symmetry of the deviations about the center surface, negative skew being associated with a prevalence of valleys and positive skew with a prevalence of peaks.
2.3.4 Tissue Metabolism
Metabolic activity of chondrocytes after three days of testing was investigated using the incorporation of radiolabeled 35SO4 as described in Masuda et al.[47]. Immediately after day three testing, 4 mm diameter, full thickness plugs from the center/wear area were labeled by incubating with fresh media containing the radiolabeled sulfate for a period of four hours and then rinsed with clean media. Following the labeling, the media was collected and tissue samples digested overnight with a 20 μg/mL papain solution. Radioactivity of the labeling media and digested samples was then quantified via a scintillation counter. Values were normalized to wet weight of the tissue prior to labeling and are presented as normalized to the respective live unloaded FSC to control for animal differences.
2.3.5 Sulfated-Glycosaminoglycan (GAG) Content
To evaluate the effect of articulation on proteoglycan content in collected media and tissue, the dimethylmethylene blue (DMMB) dye reaction was used[48,49]. For both Objective I and Objective II, media samples from individual collection time points were analyzed separately. Dye absorbance was measured at 530 nm and 595 nm using a spectrophotomorphic plate reader with bovine nasal septum as the standard (BCO-3015; Axxora Platform, San Diego, CA). GAG content of collected media was normalized to the number of interacting cartilage surfaces. After papain digestion, GAG content of tissue plugs was normalized to the wet weight of the sample.
2.3.6 Hydroxyproline (HYP) Content
HYP has commonly been used as a marker of collagen matrix disruption[50]. Pooled aliquots of media from control and test samples in Objective I were lyophilized for determination of HYP content via reversed-phase high performance liquid chromatography (RP-HPLC). 10 μL of the processed mixture was used for analysis with a fluorometric detector set at an excitation wavelength of 263 nm and an emission wavelength of 313 nm. Calibration was performed by linear regression using external standard solutions based on peak height. HYP content of the media was normalized to the number of cartilage surfaces.
2.3.7 Aggrecan Fragment Released into Media
The Western blot technique was used to detect the presence of different aggrecan fragments released into the media through utilizing gel electrophoresis to separate proteins of different molecular weights. Through the chondrocyte response to mechanotransduction, enzymes cause cleavage of the aggrecan core protein (see Fig. 2 for potential cleavage sites), creating smaller protein fragments which can be released into the medium and then detected with biochemical techniques. Aliquots of media (20 μL) were deglycosylated with a buffered solution including keratanase I, keratanase II, and chondroitinase ABC (Seikagaku Inc., Japan). Ladder standard (10 μL) and samples (15 μL) were loaded in a Bis-Tris SDS-PAGE pre cast gel (4–12% 1.0 mm thick, 15 well) with a company SDS running buffer and antioxidant (Invitrogen). Electrophoresis run time was 50 minutes at 200 V with approximately 110–125 mA at the start and 70–80 mA at the end. A PVDF membrane was pre-soaked in methanol for activation and was placed with the gel in a transfer cell with ice-cold transfer buffer with 15% methanol for 1.5 hours at 100 V. After transfer, the gel was stained with Simply Blue (Thermo Fisher Scientific, Waltham, MA) for confirmation of loading. The PVDF membrane was blocked in BSA. Primary antibodies (mouse monoclonal AHP0022 (Invtirogen, Carlsbad, CA) at 1:500 concentration, rabbit polyclonal anti-AGEG neoepitope antibody to the N-terminus 1820AGEG (from human sequence) as previously described[51] (kindly provided by Dr. Anne-Marie Malfait, Rush University) at 1:1000 concentration) were diluted in 25 mL of BSA with TBS-tween and incubated overnight at 4°C. After washing, secondary antibody (conjugated to alkaline phosphatase (AP) at 1 1:5000 concentration) was diluted in BSA and place on rollers for 1 hour at room temperature. After washing with TBS-tween, the ProtoBlot II AP System (Promega, Fitchburg, WI), a commercial colormetric substrate kit, was used for rapid protein detection on the membrane as the bands turn dark purple because of the AP activity.
Two antibodies were used in this study for detecting aggrecan fragments [Fig. 2]. The affinity for AHP0022 is the hyaluronic binding region of the globular domain (G1, G2, G3) of the aggrecan core protein. Because of enzymatic cleavage by ADAMTS at other sites on the core protein as denoted in Figure 2, multiple sized bands can be detected as long as they contain a globular domain. AHP0022 has been used in clinical research in evaluating aggrecan fragments present in patient synovial fluid[52,53]. Anti-AGEG binds to a small fragment at the G3-end of the aggrecan core protein that is also enzymatically cleaved[51]. Using a combination of these two antibodies provides a wide coverage of potential aggrecan fragments released into the media.
2.4 Statistics
Data are presented as mean +/− standard error of the mean (SEM) with n=12 samples per group in each aim. For the GAG and HYP released into media, data were normalized to the cartilage surfaces in contact, meaning CoC values were divided by two. In the design of the CoC model, the surface area of the cartilage discs and strips in contact with the media is similar, leading to the assumption that the cartilage disc and strip contribute equally to the GAG release. Normal distribution of data was confirmed with normality plots. For Objective I, a one-way ANOVA was used to compare the three groups (FSC, CoC, and MoC). For Objective II, a student t-test was used to analyze the 35SO4- incorporation while a two-way ANOVA compared the groups for GAG release and GAG content. P ≤ 0.05 was deemed significantly different. Analyses were conducted with GraphPad Prism6 (GraphPad Software, La Jolla, CA).
3. RESULTS
3.1 Objective I: System Validation of CoC as Compared to MoC
3.1.1 Assessment of Chondrocytes: Cell Viability
Tissue viability was maintained throughout the culture period, as evidenced by the FSC samples with viability >85% (Table 1). Articulation against cartilage did not cause additional cell death and the percentage of viable cells was comparable between FSC and CoC (Figs. 3a & 3c). However, articulation against cobalt chromium in the MoC group induced a layer of dead cells at the surface (Fig. 3b), causing a significant loss in cell viability in the superficial zone (p<0.0001) and throughout the full depth of the tissue sample, termed “total depth viability” that also includes the superficial zone chondrocytes (p<0.0001) as compared to the FSC group. Similarly, MoC viability was significantly decreased compared to CoC at both the surface and the total depth (p<0.0001).
Table 1.
Superficial Zone Viability (%) | Total Depth Viability (%) | |
---|---|---|
FSC | 85.87 +/− 1.95 | 86.68 +/− 2.13 |
MoC | 44.83 +/− 5.56**** | 60.60 +/− 3.16**** |
Data represents means +/− SEM for n=10–12 explants.
p<0.0001 as compared to FSC.
3.1.2 Assessment of Extracellular Matrix: Histology and Surface Topography
MoC samples displayed an increase in the surface damage and decreased Safranin-O staining in the middle zone as compared to FSC and CoC (Fig. 3d–f). In addition to surface damage, the superficial zone contained empty lacunae due, perhaps, to displacement of superficial zone chondrocytes. However, only little disruption of the collagen matrix at the surface was detected in all three experimental groups, FSC, MoC, or CoC, as seen when stained with Picrosirius red (Figs. 3g–i).
Topographical maps of the wear areas indicate more fibrillations for the MoC samples than the CoC samples (Figs. 3k–l). Surface fibrillations were not evident on the FSC samples (Fig. 3j). Surface roughness parameters Ra, PV, and Rsk were similar between the groups (Table 2). SRz, however, was significantly greater for MoC than for FSC (FSC: 1.412 +/− 0.147μm; MoC: 2.761 +/− 0.284 μm; p=0.0013). There was no difference between CoC with FSC (CoC: 2.193 +/− 0.283 μm; p=0.092).
Table 2.
Ra (nm) | SRz (μm) | Rsk (nm) | PV (μm) | |
---|---|---|---|---|
FSC | 0.477 +/−0.045 | 1.41 +/− 0.147 | 0.327 +/− 0.117 | 7.50 +/− 1.09 |
MoC | 0.522 +/− 0.066 | 2.76 +/− 0.284** | 0.505 +/− 0.163 | 10.75 +/− 0.706 |
CoC | 0.428 +/− 0.047 | 2.19 +/− 0.283 | 0.536 +/− 0.359 | 10.76 +/− 1.35 |
Ra: Arithmetical mean deviation roughness, SRz: Average radial peak-to-valley areal roughness, Rsk: areal skewness of the roughness (positive skew indicates a predominance of peaks), and PV: peak to valley difference. Data represents means +/− SEM for n=10–12 explants.
p<0.01 as compared to FSC.
3.1.3 Assessment of Cartilage Wear: GAG and HYP Release into Media during Articulation
Measuring GAG and HYP release into the media for proteoglycans and collagen provide a biochemical proxy for evaluation of cartilage matrix wear. GAG release into the media (Fig. 4a) was significantly higher for the MoC group (599.7 +/− 63.43 μg/mL) than for the FSC (342.0 +/− 52.74 μg/mL) and CoC groups (370.7 +/− 27.03 μg/mL) (MoC vs. FSC: p=0.0026; MoC vs. CoC: p=0.0077). There was no difference detected between the FSC and CoC groups. HYP release into the media (Fig. 4b) followed a similar pattern as GAG with MoC (28.18 +/− 1.93 μg/mL) being significantly greater than for FSC (19.03 +/− 1.65 μg/mL) and CoC (16.14 +/− 0.82 μg/mL) (MoC vs. FSC: p=0.001; MoC vs. CoC: p=0.0001).
3.2 Objective II: Comparison of Live and Dead Tissue in a CoC Model
3.2.1 Assessment of Chondrocytes: Cell Viability and Metabolism
No differences in chondrocyte viability were observed between the live FSC and the live CoC samples, as seen in objective I (Table 3). The dead FSC and dead CoC samples were confirmed with no live cells present.
Table 3.
Superficial Zone Viability (%) | Total Depth Viability (%) | |
---|---|---|
FSC | 74.36 +/− 2.53 | 71.62 +/− 2.53 |
CoC explant | 71.21 +/− 3.74 | 73.29 +/− 2.73 |
CoC strip | 61.09 +/− 5.02 | 60.97 +/− 3.63 |
Data represents means +/− SEM for n=7–8 explants.
Samples were analyzed for metabolic activity immediately following the final test period. Dead samples were confirmed if resulting CPM was below a background threshold. As normalized to the respective FSC, the load and articulation motion produced a significant increase in 35SO4-incorporation in both the live CoC disc (1.50 +/− 0.139; p=0.009) and live CoC strip (1.44 +/− 0.139; p=0.015) in comparison to live FSC (Fig. 5).
3.2.2 Assessment of Extracellular Matrix: Histology and GAG Content Retained
There was no difference in histological staining for GAG content when comparing live versus dead articulated samples using Safranin-O. Similarly, no differences in collagen architecture were detected with Picrosirius red. The GAG content of cartilage plugs removed from the wear area was not significantly different between groups (p=0.553 for viability factor, p=0.593 for articulation factor (Fig. 6a)).
3.2.3 Assessment of Cartilage Wear: GAG and Aggrecan Fragment Release into Media
No differences were detected in GAG release due to chondrocyte viability when comparing samples after tribological testing (live CoC: 349.0 +/− 68.41 μg/mL; dead CoC: 333.4 +/− 42.65 μg/mL; p=0.998). This was also true when evaluating GAG release with the unloaded, free-swelling controls (live FSC: 400.8 +/− 80.97 μg/mL; dead FSC: 292.5 +/− 29.87 μg/mL; p=0.570). Additionally, there were no differences due to articulating motion when comparing CoC to the respective FSC (live FSC versus live CoC: p=0.925; dead FSC versus dead CoC: p=0.961 (Fig. 6b)).
Two antibodies were used to analyze aggrecan fragments released into the media. One, AHP0022, shows affinity for the hyaluronic acid binding region within the interglobular domains in the proteins of aggrecan (G1, G2, G3). As such, this antibody produces multiple bands on Western blotting, representing aggrecan fragments of different molecular weights[52,53] and demonstrated schematically in Figure 2. Here, subtle differences can be detected between the testing groups. In Figure 7a, all testing groups produced bands A–D with varying intensities. Both live and dead test groups appeared to have darker bands than their respective controls, suggesting higher concentrations of similarly weighted proteins. Additionally, bands A & B appeared visually darker in live samples than the respective dead samples while band C appeared darker in the dead samples. There also appeared to be differences in the molecular weights of the predominant bands released in the controls. For live control, bands A and B appear more intense while for dead control, bands B and C appear more intense. The similar comparisons are seen for the anti-AGEG, which produces a single specific aggrecan fragment (Fig. 7b).
4. DISCUSSION
The purpose for this study was to create a novel in vitro system for testing cartilage mechano-biochemical wear that applies articulation and load to a living cartilage-on-cartilage interface. We outlined three potential limitations present in the existing in vitro models of joint motion: insufficient modeling of complex articulating motion, the limited use of cartilage-cartilage articulating interfaces, and minimization of the biological influence on wear by using dead cartilage. We successfully created a joint motion simulator that addresses the aforementioned limitations through its use of dual-axial rotation with rolling and gliding motion on live cartilage explants. Initially, we compared the live CoC to a live MoC model and found that the CoC model caused no detrimental effects on the chondrocytes, extracellular matrix, and matrix wear, performing more similarly to the FSC samples and having more favorable outcomes in terms of tissue preservation than the MoC samples. We subsequently compared live and dead CoC models in a wear test to determine the relationship between tissue viability on matrix wear and structure, finding surprisingly little difference between the two models. Yet, articulation increased biosynthetic activity of live chondrocytes during articulation in comparison to non-articulated, free-swelling controls, indicating a biochemical response that needs to be further investigated in future studies.
Our model is in line with other in vitro work and animal studies while continuing to improve the replication of the in vivo joint motion and articulation through modeling the complex motion of natural joints and through the use of a physiological cartilage-on-cartilage interface. First, the joint motion simulator is intended to highlight the multi-axial loading with dynamic compressive-shear strains as seen in vivo when the femoral and tibial surfaces interact at migrating contact points due to the sliding and rolling of both surfaces in different stances in gait[38]. In addition to this motion, the mechanical forces experienced at the joint level also include interstitial flow and matrix compression and shear[5]. The senior author and several groups have utilized multi-axial loading devices and complex motion apparatus to evaluate tissue engineered constructs[4,37,39,54,55], yet these systems have been less frequently applied in the context of cartilage tissue. Second, other cartilage-on-cartilage models exist within the study of friction and lubrication[25,29,56] or for supraphysiological impaction[16], but these models may use simple motion patterns or not evaluate the influence of the biological response on wear. Further, the applied load of 45N results in a contact stress in excess of 2 MPa to the cartilage discs, in rage with in vivo findings[40]. Physiological loads experienced by cartilage at the hip[57,58] or knee[59] have been measured to be about 1 MPa during standing with peaks of 5 – 10 MPa during walking. It is also important to note that MoC models have been shown to experience higher contact stresses and frictional forces[19,56], as well as higher impact stress[16], when compared to CoC models. The stress differences highlight the need to use CoC for understanding natural joint wear.
Our newly developed model also highlights the following key aspects of relevance to in vivo applications. First, while no statistical differences in surface roughness were detected, the cartilage-on-cartilage interface showed improved matrix wear properties as compared to cobalt chromium, a commonly used material in hemiarthroplasty work and in vitro settings as a counterface. Secondly, the use of living tissue brought to light that cell viability at the surface suffers in the case of cobalt chromium. Although the specific mechanisms are unclear, it might be related to ion release or increased shear stresses. Furthermore, while our model did not replicate the observed damage of frozen osteochondral grafts in vivo over a long period[36], the relative equality of live and dead tissue in the bioreactor is consistent with observations made in a short-term in vitro study by Torzilli et al.[60]. Perhaps dead tissue may work in the short term, but will fail in the long term. Live tissue is also necessary for the evaluation of the biological mechanisms impacted by mechanical articulation. In this study, only the 35SO4-incorporation was used as a biological indicator, but in future studies, gene analysis and proteomics should be utilized to evaluate the underlying mechanisms of cartilage mechanotransduction.
Multiple methods were utilized in Objective I to evaluate the cartilage wear. First, there was an increased release of both GAG and HYP for MoC articulation, which is in line with the other studies with simple motion[25] or animal models[34,41]. When compared to other in vitro wear systems utilizing physiological loads[61], the wear profiles of mechanically loaded CoC and FSC were similar. Both histological evaluation[62–64] and visualization of surface changes[43,65–67] have also been used in tribology to characterize wear. Histologically, MoC samples displayed an increase in the matrix disruption of aggrecan and GAG (Safranin-O staining) and little disruption in the collagen matrix (Picrosirius red staining). In contrast, no differences at the surface or throughout the extracellular matrix were observed between CoC and FSC. However, evaluation of surface changes with the more sensitive measurement from white light interferometry revealed that compared with FSC, CoC and MoC caused increased roughness as shown in the higher SRz, Rsk, and PV values; however, only the SRz increase for the MoC samples was statistically significant. Of the four surface roughness parameters that were considered, SRz (average of many local PV values) is expected to be the most sensitive to increasing surface fibrillation because it captures occasional but persistent deviations from smoothness that get lost with the Ra (arithmetic average of all deviations) and PV (depends on only two points over the whole data array). This finding suggests that the surface of cartilage is susceptible to microscopic changes in roughness due to articulation, regardless of counterface, but that these changes in roughness are not directly related with matrix disruption as seen with the CoC samples. Further studies are necessary to elucidate the relationship between surface damage and matrix degradation.
In Objective II, tissue viability played a significant role in evaluating the impact of mechanical articulation upon the biological metabolic response. Here, as expected, articulated living CoC samples had an increased 35SO4-incorporation as compared to the non-articulated FSC samples. These findings support numerous studies that report the increase in metabolic activity due to mechanical stimulation[6,7,68,69]. Contrary though, in a study utilizing cartilage explants undergoing multiaxial compression with shear stresses, Heiner and Martin[18] found a decrease in 35SO4-incorporation. The authors suggest that their findings may be a result of limited interstitial fluid flow due to their device structure. They surmise that greater flow would likely stimulate matrix synthesis. Furthermore, their use of osteoarthritic human tissue could also explain the differences. Due to our use of healthy, young (bovine) tissue and the creation of a migrating contact point that keeps the fluid pressure[38], our study does not show such limitations.
In contrast to its effect on the metabolic response, tissue viability did not influence matrix wear as there was no significant difference in GAG release between the live and dead CoC articulating samples and the live and dead FSC samples. Furthermore, as there were no differences when comparing articulating samples to FSC, the GAG release was not influenced by articulating motion with a healthy cartilage counterface. This observation is consistent with the similar GAG content and histology of the live and dead tissue samples from the CoC wear tests. Perhaps, in order to elicit differences between live and dead tissues with respect to these outcome measures, the chondrocyte activity kinetics require much longer test times to translate into matrix damage. In humans, this process takes years, while in animal models, e.g. mouse, it can take several weeks[70]. Additionally, there may be different mechanisms regulating the GAG release in FSC and articulated CoC samples. Regardless, the results suggest that in short term wear tests, tissue viability does not influence GAG as a marker of wear. However, if cartilage wear is influenced by both mechanical stimuli and biological response via mechano-biochemical mechanisms, then chondrocyte viability is necessary for a complete understanding of wear. A logical next step would be further studies to evaluate the response at the cellular level, such as through gene expression and larger genomic or proteomic arrays.
The lack of influence of viability was comparable to the findings from Torzilli and Grigiene[60], the only other study evaluating live versus dead tissue via mechanical loading. There, they used a continuous cyclic loading model with mature bovine tissue under physiological conditions to separate the effects of catabolism and mechanical load. Although the authors made no statistical comparisons between test groups, no differences were seen for the effect of compressive loading on the live and dead samples. However, their cyclic loading actually significantly reduced GAG release and compared to respective precultured-only, non-tested samples, i.e. free swelling controls. This discrepancy between controls and test samples could be due to the differences in animal age or testing regime. Cyclic loading used by Torzilli and Grigiene[60] required the entire surface to be compressed with a porous platen while our system creates a central wear path on the surface with the remainder unloaded. This design difference could define the difference in surface area under compressive stress and potentially differences in rates of GAG release through the superficial zone.
Tissue viability also did not have an impact on wear as defined by the release of aggrecan fragments due to articulation. During natural degradation and wear of articular cartilage (i.e. osteoarthritis), cleavage of the aggrecan core protein is a common observation. Utilizing aggrecan fragments based on enzymatic degradation (such as by the ADAMTS family) as markers of wear would be a more clinically relevant biomarker than GAG release, as suggested by individual clinical studies[52,53,71] and larger biomarker reviews[72]. Both AHP0022[52,53] and anti-AGEG[71] have been evaluated as potential OA biomarkers in patient studies. Fortunately, the immature bovine samples in this study produced similar sized bands as expected. Here, articulated samples (both live and dead test) produced a different banding pattern than the FSC samples. This could suggest that the mechanism of release related to mechanical loading and wear is different from non-wear release. It has been previously suggested that that GAGs released into the media due to mechanical testing vary in size[73]. Furthermore, changes to both the catabolic state via the release of enzymatically cleaved proteoglycans and the anabolic state via newly synthesized GAG contribute to the diversity of GAGs released into the media[74].
There are several limitations with the model and analysis presented here. First, though immature bovine tissue is commonly used for many reasons (e.g. thicker tissue, more readily available), the translatability of results to mature human cartilage has to be investigated as the biological and mechanical properties of immature and mature tissues are known to differ[75–77]. Secondly, our model only addresses the short-term effects of prescribed loads and motions on cartilage articulation. The biological and mechanical influence of other joint components, including the synovium and synovial fluid, the subchondral bone, and the meniscus, are not modeled as of yet. From an analytical perspective, follow-up on the mechanical properties of the cartilage samples is needed to fully characterize the tribological significance of our system. Also, a more semi-quantitative analysis of the enzymatically cleaved aggrecan fragments could further the discussion regarding the catabolic effects on matrix turnover. Lastly, while GAG and HYP are both commonly used markers of wear and are linked to the metabolism and histological analysis in this study, other potential wear markers with a greater clinical relevance should be considered. For instance, COMP has shown to be sensitive to mechanical loading, as demonstrated in clinical exercise studies[78,79], and collagen fragments have been used as structural markers of injury[80].
5. CONCLUSION
In conclusion, we established an in vitro cartilage-on-cartilage system for tribological testing that emulates physiological loading conditions. Our system models in vivo joint articulation using multi-axial rotation with a migrating contact point. By maintaining tissue viability, there is the potential to evaluate the mechano-biochemical wear processes through the biological response to mechanical loading and dissect the mechanotransduction pathways that link the mechanical signals to biological outputs. With the growing use of gene analysis and proteomics, future work will potentially distinguish the individual roles of the cellular and mechanical components. Although our data suggest that keeping the tissue alive does not directly influence short-term wear experiments as determined from GAG release and tissue histology, they also suggest that tribological stress stimulates biosynthetic activity, which could only be observed by using live tissue. As our metal-on-cartilage tissue demonstrated, our system can also be used to evaluate cartilage-friendly materials articulating against native cartilage, with the live cartilage-on-cartilage model serving as the benchmark as to further evaluate the impact of artificial materials upon matrix metabolism. Such evaluation would be useful for mechanistic and translational studies. Optimal in vitro models of cartilage articulation will account for the biological processes and the complex mechanical interactions to better understand the early processes of cartilage wear and degradation. In the future, the underlying mechanisms will be further evaluated with analysis of gene expression changes and proteomic activity.
Acknowledgments
This work was supported in part by grants of the National Institutes of Health (RLT- T32 AR052272; SC, MAW- R01 AR066635, PI: S. Maher) and by the Rush Arthritis and Orthopaedics Institute. Special thanks to Dr. Lev Rappoport for assistance with histology, to Ms. Anu Hakimiyan for assistance with biochemical assays, to Ms. Catherine Yuh for the technical images in Figure 1, and to Dr. Anne-Marie Malfait for providing the anti-AGEG antibody.
Footnotes
Conflicts of Interest: None
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