Current Review Heterotopic Classification

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    126 UNIVERSITYOFPENNSYLVANIAORTHOPAEDICJOURNAL

    Current Review o Heterotopic Ossifcation

    Jason E. Hsu1

    Expert Commentary

    Mary Ann Keenan1

    1 Department of Orthopaedic Surgery,

    University of Pennsylvania

    Heterotopic ossication, the abnormal development o bone in areas o the body other than skeletal tissue, commonly

    occurs in association with traumatic brain injury and spinal cord injury. The prevalence o heterotopic ossication in

    those sustaining extremity combat injuries has also been highlighted with the recent rise in the number o overseas

    combat injuries. This ectopic bone ormation can have proound eects on the rehabilitation and care o these

    patients. This clinical entity is still an enigma among scientists and clinicians, and current preclinical work has made

    slow but steady progress in our understanding o the etiology and pathophysiology behind heterotopic bone ormation

    This article briefy reviews the most recent concepts regarding the pathophysiology, epidemiology, and treatment oheterotopic ossication.

    Heterotopic ossifcation is a condition in

    which lamellarbone is ormed innon-ossifedsottissue.ItwasfrstillustratedbyReidelin

    1883 and subsequently described by Dejerneand Ceiller during the FirstWorldWar, whenpatients sustaining spinal cord injuries were

    observedtoormheterotopicnewbone1.Thiswasollowedbyoneothelandmarkdiscoveries

    in orthopaedic research, when Marshall Urist

    described the osteoinductive properties obonemorphogeneticprotein(BMP)inectopicareas such as muscle2, 3. Since Urists initial

    discovery,multipleBMPshaveadoptedclinicalorthopaedicuses,yetourunderstandingintotheormationonewboneinnon-skeletaltissuehas

    notprogressedasrapidly.Clinically,heterotopicossifcationcanhavea

    prooundeectonawiderangeopatientswithpredisposingactors suchasneurologic injury,

    majorjointsurgery,localextremitytrauma,andsevere burns. Heterotopic bone can limit therangeomotionoanumberodierentjoints,

    most commonly the hip, knee, shoulder, andelbow(Figure1).Itcanalsodevelopconcomitant

    with sot tissue contractureswhich results ingreatlylimitedjointmobility.Inaddition,certain

    populations, particularly those that suerrom neurogenic heterotopic ossifcation, areimpactedbytheinabilitytomaintainpersonal

    hygiene, and skinmaceration, pressure ulcers,and intractable pain candevelop. Limitations

    in joint range o motion can lead to urthercomplications suchas disuseosteoporosis and

    eventualracturesduringtransersoralls.This article aims to review the most

    recent advances in our understanding othe pathophysiology behind ectopic boneormation. Recent data on the epidemiology,

    clinicalevaluation,andtreatmentoheterotopicossifcationisalsodiscussed.

    PathophyioslogyThe precise pathophysiology behind

    heterotopic ossifcation is still unclear but isthoughttoberelatedtobothlocalandsystemic

    actors causing osteoblastic dierentiation o

    pluripotentmesenchymalstemcells.ThemostrecentworkhasocusedonBMPsignalingand

    identifcationoprogenitorcellsresponsibleorectopicboneormation.

    Muchoourunderstandinghas come rom

    the work o Drs. Eileen Shore and FrederickKaplan investigating fbrodysplasia ossifcan

    progressiva,araregeneticdiseasecharacterized

    byheterotopicbone ormation. PatientswiththiscongenitaldisorderhaveamutationintheACVR1genethatcausesconstitutiveactivation

    o BMP type-I receptor activity and ormationoectopicbone4. Inhibitiono transcriptionaactivityoBMPtype-Ireceptorswithantagonist

    such as noggin and chordin has been shownto disrupt the osteoblast dierentiation

    signalingpathway5,6.Micelackingnogginshowoveractivity o BMP and display exuberan

    orthotopic and heterotopic ossifcation. TheroleoBMPsignalingasanimportantregulatoo ectopic bone ormation, along with other

    mediatorssuchasplatelet-derivedgrowthacto(PDGF), insulin-like growth actor 1 (IGF-1)

    and transorminggrowth actorb-1 (TGFb-1)continuestobetheocusoresearchattempting

    toelucidatekeyinitiatorsandregulatorsinthicellularprocess.

    Traumaandsottissueinjuryisaconsistent

    eature o heterotopic ossifcation, and manyinvestigators have sought to elucidate the

    cellular and molecular mechanisms that linktraumatizedsottissuetoectopicboneormation

    Jackson et al recently identifed and isolateda population o multilineage mesenchyma

    progenitorcellswithosteogenicpotentialthatwerelocalizedprimarilyintraumatizedtissue7

    Subsequent studies have shown that these

    mesenchymal progenitor cells isolated romtraumatizedmusclehadthepotentialtoservea

    osteoprogenitorcellsintheormationoectopicboneaterinjury8.Lounevetalsuggestedthatcellsresponsibleorheterotopicossifcationare

    romtheendotheliumothelocalvasculature9

    By using two mouse models o dysregulated

    Corresponding Author:Jason E. Hsu, MDDepartment of Orthopaedic SurgeryUniversity of Pennsylvania3400 Spruce Street, 2 SilversteinPhiladelphia, PA [email protected]

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    BMP signaling andheterotopic ossifcation, they were abletoidentiyprogenitorcellsthatcontributetodierentstages

    o the heterotopic endochondral anlagen. Progenitor cellswith markers consistentwith endothelial precursorswerepresent inall stages o the endochondral anlagen, whereas

    skeletaland smoothmuscle progenitorshadminimal tonocontributionatanystage9.Resultsothisstudysuggestthat,in

    asettingochronicallystimulatedBMPactivity,muscleinjuryandassociatedinammationsufcientlytriggersheterotopic

    boneormationandthatcellsovascularoriginareessentialto construction o ectopic bone. This cell lineage, alongwithstimulatingactorssuchasBMPthatcreatethecorrect

    environment or bone ormation, could be targets or thedevelopmentotherapeuticinterventionstotreatheterotopic

    ossifcation.

    Prevalence and Risk FactorsThese recent advances in ourunderstandingo ectopic

    boneormationaretimely,asmultiplestudieshaverecently

    reportedonthehighincidenceoheterotopicossifcationin

    soldierssustainingextremitywarinjuries.Increaseduseoexplosiveweaponryhasresultedinarisingnumberoblast

    type injuries. Furthermore, advancements in resuscitativemedical care, hemostatic measures, and damage control

    surgeryhaveresultedinincreasedsurvivalromotherwisedeadly injuries10. A recentretrospective studybyForsberg

    etaloutotheNationalNavalMedicalCentershowedthatthemajorityopatients(65%)whosustainedextremitywarinjurieshaddevelopedradiographicallyapparentheterotopic

    ossifcation11. Associated risk actors or development oheterotopic ossifcation included lower extremity trauma,

    amputated limb, and multiple extremity injuries. Theseresultsare inconcordancewitha recentstudybyPotteret

    al12

    ,whichsupportedtheroleoheterotopicossifcationasa causeo painin the residual limbsomilitary amputees(Figure 2). This group reported a similar prevalence o

    heterotopic ossifcation (63%) as Forsberg et al. Sevenpercent o amputees required operative excision o bone

    at an average o 8.2months ater the initial injury. Theseresults highlight the increased prevalence o heterotopic

    ossifcationinwar-woundedpatientswhencomparedtothecivilianpopulationandurthersupporttheneedorresearchidentiyingandtargetingsignalsthatstimulateectopicbone

    ormationaterlocalsottissuetrauma.Historically,heterotopicossifcation ismoreotenknown

    toaectpatientssustainingtraumaticbraininjuryandspinal

    cordinjury13.Theratesoheterotopicossifcationarereportedtobeapproximately11%inTBIand20%inSCI14,15andmostotendevelopsinthespasticlimbsothesepatients.Similarto those patientswith fbrodysplasia ossifcans progressiva,

    neurologicallyimpairedpatientshaveagreatlyincreasedrateoheterotopicossifcationwhentheysustainlocaltraumaor

    with orcible passive movement16. Post-traumatic racturesanddislocationsareotencomplicatedbyheterotopicbone,

    and the incidence o heterotopic ossifcation ater surgicaltreatment o acetabular ractures has been reported to be

    about25%17.Itisalsooneothemostrequentcomplications

    ollowingtotalhiparthroplasty,althoughectopicboneinthi

    settingisnotalwaysoclinicallysignifcance18.

    Patient EvaluationEarlyidentifcationopatientswithheterotopicossifcation

    can be difcult. The natural history o heterotopic boneormationisnotwelldefnedanddependslargelyonetiology

    Usually, heterotopicbonewill begin limiting joint range omotioninthefrsttwomonthsaterinjuryorsurgerybutcan

    alsofrstpresentoverayearateroriginalinsult.Themostcommon clinical signs are airly nonspecifc, such as pain

    erythema,swelling,andwarmthotheaectedjoint.Becausemanyothesepatientshavesueredneurologicinsult,theicognition may be impaired, urther obscuring the clinica

    diagnosis.Inpatientswithimpairedlevelsoconsciousness,the clinician isotenobligated to rule outotherdiagnoses

    such as inection, deep vein thrombosis, and osteomyelitisNonetheless,thediagnosisoheterotopicossifcationshould

    beconsideredinthosepatientswithknownriskactorsordevelopment.

    Radiographically,plainflmstakenatthetimeoonsetosymptoms are seldom useul, as the maturation o ectopicbone doesnot become evident until weeks ater onset o

    clinicalsymptoms.Three-phasebonescintigraphyisauseulimagingmodalityorearlydiagnosis,andMRIhasbeenshown

    Figure 2. Extensive heterotopic ossication in a residual lower limb.

    Figure 1. Heterotopic ossication of the posterior elbow (A) and medial knee (B).

    A B

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    todetectormationoectopicboneweeksbeoreevidenceon

    x-ray.Laboratorystudiessuchasserumalkalinephosphataselevelmaypotentiallybetheonlyhelpulobjectivemeasure

    inmaking the diagnosis in thesepatientsduringthis initialphase.Althoughsensitive,itisnotspecifc,andalterationsin

    serumlevelscanbedependentonhepaticandrenalunction.Becauseothelackosimpleobjectivemeasuresindetectingheterotopicboneormation,thediagnosisisotenmissedin

    theearlystages,leadingtodelaysintreatment.Asectopicbonematuresandappearsonplainflms, the

    eect o substantial jointcontracturesand rangeomotionlimitationswillbecomemoreevident.Patientswithankylosed

    joints orneurologic sequelae due to ectopic bonemay beconsideredsurgicalcandidates.Incertaincases,aCTscancanbeahelpuladjuncttoplainflmsindefningthepresenceo

    intra-articularlesionsaswellastheextentoossifcationanddisuseosteopenia(Figure3).Theseactorscanbepredictive

    ocomplicationssuchasintra-operativeractureandlossorangeomotion19.

    Treatment StrategiesMedical Management and Radiotherapy

    Withaconstellationoappropriateclinicalsignsinapatientand an appropriate workup to rule out DVT or inection,

    earlydiagnosisoheterotopicossifcationcanbemadeandisotenkeytostartingappropriatetherapy.Earlyinitiationothesevarious therapiesmayimproveclinical outcomes and

    preservejointmobility.Heterotopicossifcationidentifedintheearlyphasescanbeaddressedwithearlyphysiotherapy

    and medically with bisphosphonates or nonsteroidal anti-inammatories(NSAIDs).Treatmentotenbeginswithgentle

    physiotherapyandterminalresistancetrainingthroughapain-reerangeomotion.NSAIDs,particularlyindomethacin,have

    showntobeobeneft,buttreatmentcannotbeusedincertainpatientpopulationsduetoassociatedrenal, gastrointestinal,

    and bleeding complications. Bisphosphonates, such a

    etidtronate,bindtohydroxyapatitecrystalsandmayinhibimineralization and calcifcation o sot tissue. However

    clinical evidence supporting the use obisphosphonates ilimited.Radiationtherapyhasshownvalueintheprevention

    o urther ormationandmaturation oectopic bone. Thimodality,however,islimitedbylogisticaldifculties,andotenitisdifculttopredicttheeventualsiteoheterotopicbon

    ormation,particularlyinpatientssustainingheadinjuries.The optimal prophylactic treatment or preventing o

    minimizing ectopic bone ormation is controversial. Most othe literature has been related to prophylaxis ater total hip

    arthroplasty and post-traumatic heterotopic ossifcation, suchaspost-fxationoacetabular ractures20. Evidencecomparingthe roleo NSAIDs and radiation therapy is limited regarding

    neurogenicheterotopicossifcationandnon-existentregardingthetreatmentotrauma-relatedamputations.Moststudieshav

    concludednodierenceinrecurrenceorincomplicationswitheithertreatmentmodality21,whileotherstudieshavesupported

    a synergestic eect o both modalities used simultaneously

    Unortunately, the majority o studies in the literature areretrospective innatureandlack controlgroups. Theprimary

    beneftoNSAIDsoverradiationiscost,withrecentstudiesusingMedicaredata reportingtheaveragecost oNSAID treatmen

    ($20)asbeing45times less than that oradiation treatmen($899)22. However, administering NSAIDs to all patients a

    riskorheterotopicossifcationisdifcultto rationalizewhenconsideringthecomplicationsassociatedwithitsuse.

    Theuseoradiationtherapyinthepreventionoheterotopi

    ossifcationstemslargelyromthetotalhipliterature.Adoseo 700 to 800 cGy o local radiation in thefrst ourpost

    operativedaysiscommonlyusedtopreventHOormationinhigh-risktotalhippatients.AstudybySchaeerandSosne

    utilizeda totaldoseo20Gyin10 ractionstotwopatientwithincreasingserumalkalinephosphataseassociatedwithclinicalsignsoheterotopicboneormation23.Bothpatients

    had complete pain relie and improvement in joint rangeomotion.Morerecentstudiesemployingalargernumber

    opatients have ailedto show the same results. Ciprianoetalshowedthatthestandardsingle700cGydoseoloca

    radiationwithinthefrstourpost-operativedaysaterectopicboneexcisionwasnoteectiveinpatientswithneurogenicheterotopicossifcation24.Furtherstudieswithhigherdose

    oradiationtherapymaybewarranted.Because o the side eects and logistical problems

    associated with current prophylactic options, other more

    selectiveagentsarebeingstudied.Shimonoetalreporttheuseoselectiveretinoicacidreceptoragonistintheinhibitiono ectopic bone ormation, suggesting its possible role inthe treatment o heterotopic ossifcation25. Isotretinoin, a

    nonselective retinoic acid receptor agonist, was previouslytestedasatreatmentinpatientswithfbrodysplasiaossifcans

    progressiva,andalthoughadecreasedincidenceoHOwasobservedcomparedtocontrols,anumberosignifcantsid

    eectswerenoted26.

    Figure 3. 3D CT reconstruction demonstrating heterotopic ossication of the hip.

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    Surgical Intervention

    Surgical excision is oten necessary in the treatmento

    severe heterotopic ossifcation limitingmobility or causingneurologicproblemsandcansignifcantlyimproverangeo

    motionandqualityolie.Controversyoverearlyversuslateresectionexists,especiallyregardingexcisiono neurogenicheterotopicossifcation.Someexpertsbelievethatossifcation

    is less likely torecuratera prolongedobservationperiod,whichallowsorresolutionotheacuteinammatoryphase

    and maturation obone. Othershave suggested that earlyexcisionallowsorincreasedrangeomotion,thepreventionosot-tissuecontractureandmuscleatrophy,andprevention

    ointra-articularankylosis27.Optimaltimingosurgerymaybedependent onetiology or example, the ormationo

    heterotopicbonecanoccurlaterintraumaticbraininjurythaninspinalcordinjury28.Thecurrentliteraturedoesnotsupport

    thetheorythatearlyexcisiontriggerslaterrecurrence29.

    Many studies have investigated timing o excision oheterotopicboneromtheelbow,andorthemostpart,have

    supportedearlyexcision30,31.Mostretrospectivecaseserieshavereportedgoodresultsaterexcisionoheterotopicossifcation

    otheknee32,33(Figure4),andexcisionoheterotopicboneater traumatic amputation has been shown to have low

    recurrenceandcomplicationrates12.Heterotopicossifcationothehip,however,canbeassociatedwithnumerousperioperative complications, especially iatrogenic emoral neck

    ractures and inection. Recent studies on excision ohipheterotopicossifcationhaveidentifedriskactorsassociated

    withcomplications,andassociationbetweendelayedexcisionand peri-operative complications have been established19

    Patientsinwhichexcisionwasdelayeduntiljointankylosishavehigherratesointra-operativeiatrogenicracture,likelysecondarytoseverelydecreasedbonedensity.Intra-articular

    pathologyandosteoporosis,whichdevelopmorecommonlyinpatientsinwhichexcisionisdelayed,areassociatedwitha

    higherchanceoiatrogenicemoralneckracture.Inaddition,delayinsurgeryotenresultsinineriorunctionaloutcome

    intermsojointrangeomotion.

    ConclusionNumerous risk actors are known tobe associatedwith

    theormationoectopicbone,butthemechanismsbehindwhichthesechangesoccurarepoorlyunderstood.Curren

    preclinicalworkhasmadeslowbut steady progress inouunderstanding o the etiology and pathophysiologybehind

    heterotopicboneormation.Identifcationopatientsintheearlyphasesoheterotopicossifcationcanbedifcultbutisimportantintimelyinitiationovariousormsoprophylactic

    therapy. Surgical excision can oten provide symptomaticrelie and improvedmobility, butoptimal timing o surgery

    canbedifculttoestablish.Hopeully,currentlaboratoryandclinical investigationswillhelpusunderstand thispuzzling

    clinicalentity,andleadtonewpreventativeand therapeuticmeasuresinthemanagementothisdebilitatingproblem.

    Figure 4. (A) Heterotopic ossication of the medial knee causing a knee exion

    contracture. (B) Excision of ectopic bone from the medial knee.

    A B

    Ask the ExpertMary Ann Keenan, MD

    University o Pennsylvania

    What parameters and patient actors do you prioritize

    in deciding when to perorm surgical excision o

    heterotopic ossifcation?

    I excise the heterotopic ossifcation when there is a clearcortex visible on plain radiographs. This indicates that there

    is sufcient maturity to localize the extent o the heterotopic

    ossifcation during surgery. It also decreases the more

    extensive bleeding that occurs when attempting to excise

    actively growing heterotopic bone with its associated intense

    inammatory response. The ectopic bone becomes well-

    defned radiographically within a ew months. This allows

    the patient to be mobilized airly quickly ollowing the

    inciting injury. Prolonged joint immobilization also causes

    atrophy o the articular cartilage. To my knowledge there

    is no clear evidence that the rate o recurrent heterotopic

    ossifcation is related to the maturity o the process.

    What is your current preerence or prophylaxis?

    There are no clear studies showing that prophylaxis ater

    surgical excision o heterotopic ossifcation has any eec

    on recurrence. Use o NSAIDs is oten not possible because

    o bleeding concerns or gastrointestinal side eects. We

    recently completed a retrospective study showing that 700

    gy o radiation given on the frst post-operative day was

    not eective in preventing recurrence. That being said, I no

    longer use radiation but I do use Indocin when there are

    no contra-indications. Using treatments or the prevention

    o heterotopic ossifcation ater trauma is less well-studied

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    Approximately 20% o brain injury or spinal cord injured

    patients develop heterotopic ossifcation. The problem has

    always been that we have no way to know which patients are

    at risk or heterotopic ossifcation. It doesnt seem reasonable

    to treat everyone prophylactically, especially when the long

    term eects o low dose radiation are unknown and the risk

    o NSAIDs can be clinically signifcant.

    Do you ever recommend bisphosphonate medicaltherapy or patients with established HO?

    No. The only studies I am aware o are in spinal cord

    injured patients. I the patient has clinical evidence o HO

    ormation with a hot bone scan and negative radiographs,

    then immediate IV Didronel seemed to help. Once there were

    any calcifcations seen on radiographs, no eect o Didronel

    was noted. It is almost impossible to catch a patient at the

    correct time.

    Are there any treatment or rehabilitation strategie

    or amputees in whom prosthetic use is limited by the

    development o heterotopic ossifcation?

    Occasionally the heterotopic ossifcation in the residua

    limb does not interere with prosthetic ftting. Most timesheterotopic ossifcation limits the use o a prosthesis since al

    prosthetic designs or lower extremity amputees require end

    weight bearing. When there is extensive skin scarring or spli

    thickness skin grats o the residual limb, then the patien

    cannot tolerate any heterotopic ossifcation. I have also had

    to remove heterotopic ossifcation rom the posterior knee o

    through-knee amputees to allow or adequate knee ROM.

    References

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