Bone Grafting, Bone Graft Substitutes, and Growth Factors in Reconstruction for Bone Defects
Steven Gitelis, MD, FAAOS
Alan Blank, MD, MS, FAAOS
Dr. Gitelis or an immediate family member serves as a paid consultant to or is an employee of Onkos and has stock or stock options held in Onkos and USMI. Dr. Blank or an immediate family member serves as a paid consultant to or is an employee of Bone Support – Cerament, Onkos Surgical, Signature Orthopedics, and Springworks Therapeautics; has stock or stock options held in Exparel/Pacira; has received research or institutional support from Swim Across America Cancer Research Grant; and serves as a board member, owner, officer, or committee member of Musculoskeletal Tumor Society.
ABSTRACT
Bone graft substitutes are commonly used in orthopaedic tumor surgery to aid in bone repair. They participate in the cascade of events that ultimately lead to healing. Bone graft substitutes can be classified as autologous, allogeneic, bioceramic, inductive proteins, cells, and combination products; the right choice of graft material is critical for a successful outcome. Bone defects are categorized as contained, intercalary, osteoarticular, or combination. The site of disease frequently dictates the proper graft material to use. Host bone condition such as blood supply should be considered. Bone graft substitutes compare favorably with autogenous bone when properly selected.
Keywords:
allograft; bioceramics; intercalary; osteoarticular; osteoinduction
INTRODUCTION
Significant bone defects are frequent after resection of bone tumors, as well as failed arthroplasty, trauma, and the effects of radiation on bone. Bone defects can be contained, intercalary, or osteoarticular. Each type of deficiency requires a different solution, taking into consideration the age of the patient, blood supply, and quality of the surrounding host bone. The gold standard for bone grafting is autogenous bone graft. The challenges with autogenous graft are limited availability, especially in children, the need for another surgical site, and donor site complications. The use of autogenous grafts also adds to overall healthcare costs.
Bone graft substitutes are defined as any graft alternative to autogenous bone graft. Numerous types of bone graft substitutes have been used in orthopaedic oncology. Allografts, bioceramics, inductive proteins, cells, and combination products have been reported to repair skeletal defects. They work by aiding in osteoconduction, osteoinduction, and osteogenesis. These graft options are readily available and relatively inexpensive and have proved to be effective.
BONE BIOLOGY
Bone is a unique tissue in that when it repairs, it forms bone and not scar tissue. This occurs under favorable conditions that require scaffold, vascularity, growth factors, and cells. The repair of bone commonly occurs through secondary bone healing, the stages of which include inflammation, recruitment and proliferation of mesenchymal stem cells (MSCs), and bone remodeling1,2,3
(Figure 1). In the inflammatory stage, cytokines such as interleukins and tumor necrosis factor alpha growth factors recruit inflammatory cells and stimulate angiogenesis through vascular endothelial growth factor production.2,4,5 In the second stage, growth factors such as bone morphogenetic protein (BMP), platelet-derived growth factor (PDGF), fibroblast growth factor, and transforming growth factor beta are involved in controlling the cascade.2,4 Transforming growth factor beta mediates the development of the cartilaginous callus at the fracture site, whereas BMP, fibroblast growth factor, and PDGF are involved in the recruitment and differentiation of chondrocytes and osteocytes.2,4,5 Later, the callus undergoes calcification and is replaced by woven bone through the recruitment of osteoblasts by macrophage colony-stimulating factor, receptor activator of nuclear factor kappa B ligand, and osteoprotegerin.2,4 Finally, bone remodeling is carried out by resorption of the callus through osteoclasts and lamellar bone deposition by osteoblasts.2,4
(Figure 1). In the inflammatory stage, cytokines such as interleukins and tumor necrosis factor alpha growth factors recruit inflammatory cells and stimulate angiogenesis through vascular endothelial growth factor production.2,4,5 In the second stage, growth factors such as bone morphogenetic protein (BMP), platelet-derived growth factor (PDGF), fibroblast growth factor, and transforming growth factor beta are involved in controlling the cascade.2,4 Transforming growth factor beta mediates the development of the cartilaginous callus at the fracture site, whereas BMP, fibroblast growth factor, and PDGF are involved in the recruitment and differentiation of chondrocytes and osteocytes.2,4,5 Later, the callus undergoes calcification and is replaced by woven bone through the recruitment of osteoblasts by macrophage colony-stimulating factor, receptor activator of nuclear factor kappa B ligand, and osteoprotegerin.2,4 Finally, bone remodeling is carried out by resorption of the callus through osteoclasts and lamellar bone deposition by osteoblasts.2,4
BONE ALLOGRAFTS AND BONE BANKING
There are three types of donated bone: autograft is from the recipient patient, allograft is from a donor that is the same species but genetically dissimilar, and xenograft is from a donor of a different species as the recipient. Bone graft substitutes can be categorized into three types of performance. Osteoconductive grafts have bone scaffold materials, including collagen, mineral, and calcium-based bioceramics. Osteoinductive grafts include inductive proteins, both manufactured and human derived.
Osteogenic grafts are the newest area of interest in the cellular approach. Autogenous or allogeneic stem cells are being investigated extensively as the future for bone repair. Some bone graft substitutes offer a combination of various performance qualities.
Osteogenic grafts are the newest area of interest in the cellular approach. Autogenous or allogeneic stem cells are being investigated extensively as the future for bone repair. Some bone graft substitutes offer a combination of various performance qualities.
OSTEOCONDUCTIVE PROPERTIES AND GRAFT OPTIONS
Autograft
Autografts—that is, autogenous grafts—have historically been considered the gold standard for bone grafting,6,7 because they are osteoconductive, osteoinductive, and osteogenic. Autografting involves transplantation of bone from one anatomic site to another site in the same individual. Common harvest locations include the pelvic iliac crest, long bone intramedullary spaces (via reaming), and metaphyseal locations such as the distal femur and proximal tibia.6,7 Cancellous autograft, cortical autograft, vascularized bone, bone marrow aspirate, and platelet-rich plasma all are examples of autografts.8 Autogenous bone is unique in that it has osteoconductive properties (bone mineral and collagen), osteoinductive properties (growth factors), and osteogenic properties (living osteogenic cells).7,9
Bone allografts have been used for more than 100 years. These grafts are osteoconductive and to some degree osteoinductive. Allografts are processed in many ways. Most grafts are frozen in the form of morcellized cancellous bone, cortical struts, full diaphyseal segments, or osteoarticular grafts. The osteoarticular grafts are cryopreserved with glycerol or dimethyl sulfoxide to preserve some of the cartilage cells. Cancellous allografts are calcified collagenous space fillers with few, if any, living cells. Good results have been reported when using them for contained osseous defects.10 They function as an osteoconductive surface and contribute inductive proteins. Freezing is known to diminish immunogenicity of allogeneic tissue and allows the graft to be quarantined to screen for transmissible disease. Some bone tissue is freeze-dried and can be stored on the shelf at room temperature.
Allogeneic demineralized bone matrix (DBM) is a popular bone graft substitute. DBM is created through decalcification in acid to less than 3% residual, leaving only collagen and growth factors.11 The collagen acts as a scaffold to allow for bone ingrowth, whereas growth factors such as BMPs contribute to the osteoinductivity of DBM. Typically, very few BMPs remain in these treated DBM products, and manufacturers will artificially add additional BMPs to the compound. DBM also has the advantage of decreased immunogenicity, because the cells in the allogeneic bone have been removed during its preparation.12 The final product of DBM preparation is a powder that can be difficult to manage clinically.13 For this reason, several carriers have been developed to deliver DBM effectively to sites of bone defects. Carriers for DBM include low molecular carriers such as glycerol, calcium sulfate, and bioactive glass or polymer carriers such as collagen, carboxymethylcellulose, sodium alginate, and hyaluronic acid.12,13 DBM products are also available in many forms, including sponges, strips, injectable putty, paste, and paste infused with chips.14 Several FDA-approved versions of DBM are available for commercial use, with moldable paste and/or putty being the most popular form for bone defects.12,13 Another formulation of DBM is demineralized bone fibers, which are prepared from allograft demineralized into long fibers and which do not require carriers. Commercially available forms of demineralized bone fiber have largely been used as a graft alternative for spinal surgery.
Although DBM has been extensively investigated in preclinical studies,15,16,17 few prospective or comparative studies have evaluated the efficacy of DBM in bone defects for patients with musculoskeletal tumors.18,19 In addition, DBM is processed and distributed by tissue banks with no uniform method of production, leading to considerable variability with the osteoinductive potential of different DBM formulations. Several studies have reported on the variability in growth factors among commercially available DBMs.20,21,22 This variability could result from the carrier chosen for the DBM as well as donor characteristics. Some tissue banks bioassay the DBM and supply only active forms.23 The variability between different DBM formulations and the lack of studies evaluating long-term clinical effects of DBM make it difficult to properly characterize the efficacy of DBM in patients with musculoskeletal tumors. Furthermore, many of the growth factors added to available DBM products are contraindicated in tumor surgery.
Tissue Banking
Donor tissue is procured in an operating room environment before processing. The donor is screened for high-risk behavior or other disease exposures. The tissue is cultured and screened for bacteria, fungi, and virus contamination by blood serologies. The tissue is not released until all cultures and serologies are completed and negative. Overall, the risk of disease transmission from frozen or freeze-dried allograft is exceedingly low. Patients should nonetheless be informed of this risk. Surgeons should use only accredited tissue banks. As discussed in a 2022 article, the American Association of Tissue Banks and the FDA oversee accreditation.24
Allografts can also be secondarily sterilized with gamma irradiation, which is effective for bacterial but
not viral contamination.25 Irradiation, however, is known to weaken cortical allografts, particularly a concern with intercalary frozen allografts used for segmental defects in long bones, for which rigid internal fixation is critical. Intercalary allografts can be combined with vascularized autografts, such as a fibula autograft. Three-dimensional (3D)-printed cutting guides have gained interest to potentially help achieve the fit necessary for osteosynthesis. Allografts used to replace long bones with long-term follow-up have been shown to be associated with significant complications, including nonunion, fracture, infection, and cartilage degradation.26,27,28
not viral contamination.25 Irradiation, however, is known to weaken cortical allografts, particularly a concern with intercalary frozen allografts used for segmental defects in long bones, for which rigid internal fixation is critical. Intercalary allografts can be combined with vascularized autografts, such as a fibula autograft. Three-dimensional (3D)-printed cutting guides have gained interest to potentially help achieve the fit necessary for osteosynthesis. Allografts used to replace long bones with long-term follow-up have been shown to be associated with significant complications, including nonunion, fracture, infection, and cartilage degradation.26,27,28
Osteoarticular allografts have been used to restore bones and joints in orthopaedic oncology for many years.27 These grafts are frozen to diminish immunogenicity. Freezing causes crystal formation in the cartilage and kills chondrocytes. Cryopreservation methods have been developed to minimize cell death. Under the best of circumstances, only a small portion remains viable, and thus there is a significant likelihood of cartilage degradation with arthritis. This remains a major challenge with this type of bone and joint restoration. One way to address cartilage degradation is to create an allograft-prosthetic composite. As an example, a distal femoral allograft can be resurfaced with total knee arthroplasty. There have been some promising reports regarding this technique.21
Bioceramics
Bioceramic bone graft substitutes are inorganic, often calcium-based, products with osteoconductive properties. They have a long record of clinical use dating back more than 100 years. Calcium-based bone graft substitutes provide the same mineral as bone. Calcium sulfate is an example of a ceramic that is either mined or manufactured. Its crystalline structure can be engineered to promote the rate of resorption and porosity. There is an inverse relationship between the strength of the bioceramic and its rate of resorption.9 As discussed in a 2021 study, porous materials resorb quicker, are much weaker, and are applicable only to a contained osseous defect, such as a unicameral bone cyst (UBC).29 They are intended to dissolve over time and be replaced by host bone. Denser calcium phosphate ceramics are much stronger but can take years to resorb.30 Numerous other calcium-based materials exist, including hydroxyapatite and combination products such as ceramic mixed with DBM. Ceramics offer unique properties of resorption and strength.
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