Symptomatic relief in medial opening wedge high tibial ... · USA) and ORTHOsoft Zimmer Computer...

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8 Figueroa F, et al. JISAKOS 2018;3:8–16. doi:10.1136/jisakos-2017-000169. Copyright © 2018 ISAKOS Symptomatic relief in medial opening wedge high tibial osteotomies for the treatment of knee osteoarthritis is influenced by concurrent procedures and preoperative pain level Francisco Figueroa, 1,2,3 Vikram Mhaskar, 2 Corey Scholes, 2 Alice Pearlman, 2 Myles Coolican, 2 David Parker, 2 Brett Fritsch 2 Original article To cite: Figueroa F, Mhaskar V, Scholes C, et al. JISAKOS 2018;3:8–16. 1 Orthopaedic Surgery, Hospital Sotero del Rio, Santiago, Chile 2 Sydney Orthopaedic Research Institute, Chatswood, Australia 3 Orthopaedic Surgery, Clinica Alemana - Universidad del Desarrollo, Santiago, Chile Correspondence to Dr Francisco Figueroa, Sydney Orthopaedic Research Institute, Chatswood NSW 2067, Australia; franciscofi[email protected] Accepted 17 December 2017 Published Online First 31 January 2018 ABSTRACT Objectives Medial compartment osteoarthritis (OA) in the younger patient is technically challenging to treat. Medial opening wedge high tibial osteotomy (MOWHTO) is an option for surgical treatment; however, there remains a lack of evidence to establish the procedure as the preferred treatment option. The literature remains inconsistent with regard to patient characteristics and surgical factors that determine patient outcomes, particularly with respect to procedure survival and pain relief. The purpose of this study is to (i) describe the patient demographics and surgical outcomes of a consecutive series of MOWHTOs for treatment of medial knee OA; (ii) determine the procedure survivorship up to 10 years postsurgery and (iii) identify patient and surgery-related factors associated with pain relief following MOWHTO. Methods A cohort of 210 patients was identified that underwent MOWHTO between 2002 and 2013. Patient demographics and complications were extracted from the clinical research database. Procedure survival analysis was conducted using a Kaplan-Meier analysis. All patients completed the Knee Injury and Osteoarthritis Outcome Score (KOOS) questionnaire preoperatively and postoperatively with pain relief identified as the difference between pre- and postoperative KOOS-pain subscale. A partial least square regression model was fitted to identify predictors of pain relief. Results Males comprised 84% of the cohort, which had a median age of 51 years (95% CI 42 to 57 years). Patients were overweight on average, with a median BMI of 28.9 kg/m 2 (95% CI 23 to 36 kg/m 2 ) and 36% of patients underwent concomitant procedures. A complication rate of 3.8% was observed. Survivorship was 97.7% at 5 years and 80% at 10 years, with median time to conversion in those requiring total knee replacement of 7 years (95% CI 5 to 8). Patients undergoing cartilage treatment and bilateral procedures experienced increased pain relief compared with average, while there was reduced pain relief in patients with lower preoperative pain. Conclusion MOWHTO is an effective procedure for relief of pain associated with medial knee OA, even in older and heavier patients. Patients and clinicians can expect an average procedure survival of 12.5 years and a maximum of 21 years, with effective pain relief influence by cartilage treatment and preoperative pain score. Level of evidence IV. Case series. INTRODUCTION Knee osteoarthritis (OA) is one of the most preva- lent joint diseases and preserving the native struc- tures is a priority in its surgical treatment, especially in younger patients in whom the disease is restricted to the medial compartment of the knee. 1 Despite the limited treatment options available for patients in this category, medial opening wedge high tibial osteotomy (MOWHTO) has demonstrated efficacy in treating the clinical symptoms of medial knee OA. 2 However, the potential of MOWHTO to be considered a viable first-line surgical treatment that consistently delays the need for total knee replacement (TKR) has yet to be realised. Despite its demonstrated versatility as a procedure that can be paired with cartilage repair, ligament reconstruc- tion or meniscal salvage to restore function in the osteoarthritic knee, there remains substantial gaps in the knowledge required to maximise patient function and procedure survival. Patient selection is a key factor in maximising procedure success and patient outcomes after MOWHTO; however, previous findings are incon- sistent with regard to the effect of patient charac- teristics such as age, gender and body mass index (BMI). These issues need to be addressed to estab- lish a baseline comparison for future work to guide patient selection. Although Harris et al 3 docu- mented survival at a minimum of 90.9% at 5 years, variations in patient selection and follow-up, as well as evolution of the surgical techniques, may explain the variable procedure survival reported beyond 5 years. In addition, the definition of failure has been variably reported and few studies have What are the new findings Patients undergoing medial opening wedge high tibial osteotomy should expect a low risk of serious complications, independent of age or body mass index. Patients with lower preoperative pain demonstrated reduced pain relief compared with patients with higher preoperative pain. Patients undergoing cartilage treatment and patients receiving bilateral osteotomies reported improved pain relief compared with the rest of the patients not having additional procedures. on October 4, 2020 by guest. Protected by copyright. http://jisakos.bmj.com/ J ISAKOS: first published as 10.1136/jisakos-2017-000169 on 31 January 2018. Downloaded from

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8 Figueroa F, et al. JISAKOS 2018;3:8–16. doi:10.1136/jisakos-2017-000169. Copyright © 2018 ISAKOS

Symptomatic relief in medial opening wedge high tibial osteotomies for the treatment of knee osteoarthritis is influenced by concurrent procedures and preoperative pain levelFrancisco Figueroa,1,2,3 Vikram Mhaskar,2 Corey Scholes,2 Alice Pearlman,2 Myles Coolican,2 David Parker,2 Brett Fritsch2

Original article

To cite: Figueroa F, Mhaskar V, Scholes C, et al. JISAKOS 2018;3:8–16.

1Orthopaedic Surgery, Hospital Sotero del Rio, Santiago, Chile2Sydney Orthopaedic Research Institute, Chatswood, Australia3Orthopaedic Surgery, Clinica Alemana - Universidad del Desarrollo, Santiago, Chile

Correspondence toDr Francisco Figueroa, Sydney Orthopaedic Research Institute, Chatswood NSW 2067, Australia; franciscofigueroab@ gmail. com

Accepted 17 December 2017Published Online First 31 January 2018

AbsTrACTObjectives Medial compartment osteoarthritis (OA) in the younger patient is technically challenging to treat. Medial opening wedge high tibial osteotomy (MOWHTO) is an option for surgical treatment; however, there remains a lack of evidence to establish the procedure as the preferred treatment option. The literature remains inconsistent with regard to patient characteristics and surgical factors that determine patient outcomes, particularly with respect to procedure survival and pain relief. The purpose of this study is to (i) describe the patient demographics and surgical outcomes of a consecutive series of MOWHTOs for treatment of medial knee OA; (ii) determine the procedure survivorship up to 10 years postsurgery and (iii) identify patient and surgery-related factors associated with pain relief following MOWHTO.Methods A cohort of 210 patients was identified that underwent MOWHTO between 2002 and 2013. Patient demographics and complications were extracted from the clinical research database. Procedure survival analysis was conducted using a Kaplan-Meier analysis. All patients completed the Knee Injury and Osteoarthritis Outcome Score (KOOS) questionnaire preoperatively and postoperatively with pain relief identified as the difference between pre- and postoperative KOOS-pain subscale. A partial least square regression model was fitted to identify predictors of pain relief.results Males comprised 84% of the cohort, which had a median age of 51 years (95% CI 42 to 57 years). Patients were overweight on average, with a median BMI of 28.9 kg/m2 (95% CI 23 to 36 kg/m2) and 36% of patients underwent concomitant procedures. A complication rate of 3.8% was observed. Survivorship was 97.7% at 5 years and 80% at 10 years, with median time to conversion in those requiring total knee replacement of 7 years (95% CI 5 to 8). Patients undergoing cartilage treatment and bilateral procedures experienced increased pain relief compared with average, while there was reduced pain relief in patients with lower preoperative pain.Conclusion MOWHTO is an effective procedure for relief of pain associated with medial knee OA, even in older and heavier patients. Patients and clinicians can expect an average procedure survival of 12.5 years and a maximum of 21 years, with effective pain relief influence by cartilage treatment and preoperative pain score.Level of evidence IV. Case series.

InTrOduCTIOnKnee osteoarthritis (OA) is one of the most preva-lent joint diseases and preserving the native struc-tures is a priority in its surgical treatment, especially in younger patients in whom the disease is restricted to the medial compartment of the knee.1 Despite the limited treatment options available for patients in this category, medial opening wedge high tibial osteotomy (MOWHTO) has demonstrated efficacy in treating the clinical symptoms of medial knee OA.2 However, the potential of MOWHTO to be considered a viable first-line surgical treatment that consistently delays the need for total knee replacement (TKR) has yet to be realised. Despite its demonstrated versatility as a procedure that can be paired with cartilage repair, ligament reconstruc-tion or meniscal salvage to restore function in the osteoarthritic knee, there remains substantial gaps in the knowledge required to maximise patient function and procedure survival.

Patient selection is a key factor in maximising procedure success and patient outcomes after MOWHTO; however, previous findings are incon-sistent with regard to the effect of patient charac-teristics such as age, gender and body mass index (BMI). These issues need to be addressed to estab-lish a baseline comparison for future work to guide patient selection. Although Harris et al3 docu-mented survival at a minimum of 90.9% at 5 years, variations in patient selection and follow-up, as well as evolution of the surgical techniques, may explain the variable procedure survival reported beyond 5 years. In addition, the definition of failure has been variably reported and few studies have

What are the new findings

► Patients undergoing medial opening wedge high tibial osteotomy should expect a low risk of serious complications, independent of age or body mass index.

► Patients with lower preoperative pain demonstrated reduced pain relief compared with patients with higher preoperative pain.

► Patients undergoing cartilage treatment and patients receiving bilateral osteotomies reported improved pain relief compared with the rest of the patients not having additional procedures.

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reported large series of MOWHTO only, with many studies reporting combined survival of opening and closing wedge techniques.3–5

The primary reason for performing a MOWHTO on a patient with medial knee OA is to relieve pain. Pain is a major symptom of knee OA and may be closely related to procedure survival; however, the efficacy of MOWHTO to achieve satisfactory pain relief has been poorly documented and while procedure survival has been defined using threshold values of pain scores, the factors associated with pain relief are yet to be elucidated. Identifying factors that may predict the magnitude of pain relief in individual patients could aid in improved patient selection in the future.

The clinical success of MOWHTO in the surgical treat-ment of knee OA is well established6; however, its potential to be considered a viable treatment to delay TKR in appro-priate patients remains unrealised. To address the limitations in the current knowledge, the aims of this study were threefold; (i) to describe the characteristics and surgical outcomes of patients that present to a private orthopaedic clinic for medial knee OA and undergo MOWHTO, (ii) to describe the proce-dure survival up to 10 years after surgery and (iii) to describe the self-reported pain relief following MOWHTO and identify preoperative, surgical or postoperative predictors of pain relief associated with this procedure.

MeThOds And MATerIALsA series of MOWHTOs was extracted from a clinical research database (Socrates, V.3.5, Ortholink, Sydney, Australia). Clin-ical and operative notes were reviewed and data extracted for further analysis.

Inclusion criteria1. Patients with symptomatic medial compartment OA on X-ray

that underwent medial opening wedge high tibial osteotomy with internal fixation and a bone graft.

2. Operated by one of the three surgeons (DP, MC, BF) at our centre between December 2002 and November 2013.

3. Patients who underwent any concomitant procedures such as ligament reconstruction (anterior cruciate ligament (ACL), posterior cruciate ligament (PCL)), meniscus surgery (menisectomies) or cartilage surgery (microfracture, chondroplasty, Matrix-Induced Autologous Chondrocyte Implantatio (MACI)) were included.

exclusion criteria1. Osteotomies around the knee other than medial opening

wedge osteotomies, for example, closing wedge osteotomies, distal femoral osteotomies, tibial tubercle osteotomies or fibular osteotomies.

2. Patients operated in the public hospital.3. Patients who underwent multiligament reconstruction along

with a high tibial osteotomy.4. Patients who received external fixation of the osteotomy.

surgical techniqueMedial opening wedge high tibial osteotomies were performed under tourniquet control, as previously described,7 at two private hospitals. A combination of flexible osteotomes and laminar spreaders were used to enlarge the osteotomy for the required correction. Femoral head allograft, iliac crest allograft or bone substitute was used to fill in the gap and the oste-otomy was internally fixed with a plate and screws. Prior to

2009, X-rays and alignment rods were used to monitor correc-tion. The line of weight bearing was shifted to the Fujisawa’s point8 in these cases. In the remaining cases, alignment was verified intraoperatively using imageless navigation (OrthoMap Precision Navigation Software (Stryker, Mahwah, New Jersey, USA) and ORTHOsoft Zimmer Computer Assisted Solutions (Zimmer Biomet, Warsaw, Indiana, USA)) in 61% of cases. The osteotomy gap was filled with femoral head allograft alone in the majority (89.5%) of cases, with the remainder comprising allograft and bone substitutes (0.95%), autograft (4.8%) or bone substitute alone (2.4%). The median plate tooth size (in plates with tooth) was 11.25 mm (95% CI 11 to 12.5 mm), with the majority of osteotomies internally fixed with VS Osteotomy (Zimmer Biomet) (46.2%) or Puddu plates (Arthrex, Naples, Florida, USA) (30%), with the remainder (23.8%) comprising ContourLock HTO Plate (Arthrex) Tomofix (Depuy Synthes, West Chester, Pennsylvania, USA), ELIX (Biotech, Wiesbaden, Germany) iBalance (Arthrex) and Targon (Aesculap, Tuttlingen, Germany). Concurrent surgeries were performed with the HTO to reconstruct the ACL (5.7%), as well as treat cartilage lesions using chondroplasty (9.5%), microfracture (22.5%) or MACI (11%) or partial meniscectomy (17.7%). The indication to make a chondral resurfacing technique was related to the presence of focal lesions. Lesions smaller than 2 cm2 were treated with microfracture and larger lesions were treated using MACI.

Concurrent arthroscopyA diagnostic arthroscopy was performed in 68% of the patients based on MRI results and the presence of treatable lesions (unstable menisci lesions, unstable chondral flaps) and the carti-lage was graded according to the International Cartilage Repair Society (ICRS) classification. This was reviewed either at the time of surgery via arthroscopy or retrospectively by one of the authors using the video recordings from surgery.

Postoperative rehabilitationPatients were kept non-weight bearing for 6 weeks with a knee brace and crutches then gradually allowed to increase the amount of weight passing through the operated limb from 6 to 12 weeks. Full weight bearing commenced at 12 weeks. Quadriceps strengthening exercises, range of motion exercises and gait training were begun on post-operative day 1. During their hospital stay, patients were strictly supervised by the phys-iotherapist, this was continued on a daily basis for 2 weeks once discharged, then twice a week for the next month. The patients were discharged 3 days postoperatively.

Complications and failureComplications were identified through review of patients’ clin-ical notes. Included were those that required medical or surgical intervention or review, such as treatment for an infection, a deep vein thrombosis (DVT) or pulmonary embolism (PE). Re-inter-vention due to patient discomfort or non-union was determined by both clinical notes and serial X-rays at 6 and 12 weeks. Fail-ures were identified by detailed review of the clinical database and clinical notes, with failure defined as a conversion to a TKR. The Australian National Joint Replacement Registry was queried to account for conversions in any cases lost to follow-up.

Patient-reported outcome measuresA KOOS questionnaire was used to measure patient-related outcomes for pain, symptoms, activities of daily living, sports and quality of life components. These scores were collected

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preoperatively and a minimum of 1 year postoperatively. Cohort results were compared with aged-matched scores for each KOOS subscale.9 Pain relief was defined as the difference between the preoperative and postoperative score from the KOOS-pain subscale. A positive value in these scores indicated pain relief following MOWHTO.

data and statistical analysisPatient demographics, intraoperative data, patient-re-ported outcomes were collated in SOCRATES (Ortholink) and exported in ASCII format for further analysis in Minitab (V.17, Minitab, USA). Mann-Whitney t-tests were used to determine significant differences between pre operative and postoperative KOOS scores for each subscale. Probability of survival was estimated as a function of time using the Kaplan-Meier survival method with 95% CIs. Conversions to TKR were deemed failures and the remaining patients were censored. A normal distribution with least squares estimates was fitted to the survival data and a curve with 95% CIs used to extrapolate the complete survival period of the sample. A multivariate cox proportional hazards model10 (model 1) of risk factors for conversion to TKR conversion was performed. All categorical variables were converted into dummy variables. Survival times were converted to years and incorporated into the model with censorship status (converted, censored). The HR, 95% CI and P value for each variable in the model were calculated.

Partial least squares regression with up to 10 components was performed to associate patient demographics, arthritis severity and surgical options with change in KOOS-pain (pain relief) between preoperative and postoperative measurements. Due to missing data in some patients, two other models

Table 1 Main effects and interaction terms tested in the Cox hazard proportions model (1) for conversion to TKR and partial least squares regression models (2, 3) for ΔKOOS-pain (pain relief)

Main effects Interactions

(1, 2, 3) Bilateral (2, 3) Age*Bilateral

(1, 2, 3) Gender21–25 (2, 3) Age*Gender

(1, 2, 3) Age at surgery (years)10 21 26–28 (2, 3) Age*Ligament reconstruction

(2, 3) BMI at surgery (kg/m2)10 21 22 27–31 (2, 3) Age*Cartilage

(2, 3) KOOS-Pre (2, 3) BMI*Gender

(2, 3) MFC ICRS Grade (2, 3) KOOS Pre*Bilateral

(1, 2, 3) Ever smoked26 (2, 3) KOOS Pre*Gender

(1, 2, 3) Ligament reconstruction (2, 3) KOOS Pre*Cartilage treatment

(1, 2, 3) Cartilage treatment2 (2, 3) KOOS FU*Bilateral

(1, 2, 3) Meniscectomy22 26 (2, 3) KOOS FU*Gender

(2, 3) KOOS follow-up (years) (2, 3) KOOS FU*Cartilage treatment

(3) Preop alignment (°) (3) Preop alignment *gender

Figure 1 High tibial osteotomy recruitment study flow chart. OA, osteoarthritis.

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(models 2 and 3) were constructed for this case using a partial least squares regression model (table 1), with model 3 including preoperative alignment measures. Previous studies have inves-tigated the relationship between these factors and procedure survival, but not pain relief. In the case of alignment, the reason to include only preoperative alignment in the analysis was mainly due to the fact that postoperative alignment is not a useful predictive measure, as it is not a fixed value and it will change during follow-up due to progression of the osteo-arthritic disease. The efficacy of the models was assessed by comparing the predicted values to actual values and examining the model SE and predicted R2. Individual predictor variables were assessed for influence with the dependent variable by the magnitude of the standardised coefficient.

resuLTsPatient demographicsA total of 210 medial open wedge high tibial osteotomies (MOWHTO) that fulfilled the inclusion and exclusion criteria (figure 1) were performed over a period of 11 years between 2002 and 2013. Eighty-one per cent of the patients received unilateral surgery and 19% received bilateral surgery, all of them staged at a mean 2.2 years (range 0.5–5.2) since the index procedure. The patient population was predominantly male (84%) with a median age of 51 years (95% CI 42 to 57 years) and overweight on average, with a median BMI of 28.9 kg/m2 (95% CI 23 to 36 kg/m2). A total of 17% of the sample were of normal weight, 40% were overweight, 37% mildly obese and 4.6% moderately obese. In addition, 14.8% of patients indicated that they had smoked regularly at some point in their lives and 5.4% were treated through workers compensation.

Intraoperative resultsOn arthroscopy 75% of patients displayed grade 4 changes in the medial femoral condyle and 61% in the medial tibial plateau, while the lateral compartment was predominantly normal (61% normal femoral lateral condyle) (figure 2). Sixty per cent of patients displayed grade 2 changes in the patella and 31% in the trochlea, with a small number of patients with grade 4 lesions on their patella (1%) or trochlea (5%) (figure 2); however, these were small and isolated.

KOOs scoreThe patients were administered the KOOS at a median of 47 days preoperatively (95% CI 36 to 60 days). The median follow-up period for the KOOS questionnaire postoperatively was 2.1 years (95% CI 2 to 2.3 years). Preoperatively the KOOS score was higher for symptoms, pain and daily living compo-nents and lower for sports and quality of life (figure 3). At the latest postoperative follow-up, significant (P<0.01) improve-ments were observed for all components of the KOOS scoring system; however, none returned to age-matched normative scores (figure 3).

AlignmentAll patients presented with varus deformity preoperatively (navigated cases—median 5°; 95% CI 4.5 to 6). Navigated cases were corrected into valgus at the conclusion of the procedure (2.5°; 95% CI 2 to 2.5). Full-length standing radiographs were available for 103 patients postoperatively at a median follow-up of 195 days (95% CI 184 to 223) with a median valgus align-ment of 3.6° (95% CI 3.3 to 4.4).

ComplicationsComplications requiring medical or surgical intervention were identified in eight patients (3.9%). One patient had a reported superficial infection within the first week due to infection of the sutures, these were subsequently removed and no additional events were reported. There were no reported deep hardware infections and no reports of hardware failures. Three patients had delayed union. These patients had serial radiographs taken to monitor bone formation. Three patients developed a DVT, which was managed by anticoagulation and progressed to pulmo-nary embolism in two patients after 6 weeks. These patients were both admitted to the emergency department or via the surgeon at

Figure 2 ICRS grading of the patellofemoral (top), medial (middle) and lateral (bottom) compartments of the knee. LFC, lateral femoral condyle; LTP, lateral tibial plateau; MFC, medial femoral condyle; MTP, medial tibial plateau.

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the primary treating hospital, and were managed with anticoagu-lation without any adverse sequelae. One patient had a planned postoperative admission to intensive care unit, due to concerns regarding effective pain management and enjoyed an uneventful recovery. Other complications included superficial wound haematoma, paraesthesia and irritation with tenderness over the hardware. Of the 24 reported hardware-related complaints, 16 patients had their hardware removed at an average of 2.8 years. Only one of these patients was subsequently converted to TKR, 5.5 years after the initial surgery, due to progression of OA.

survivorshipA total of 13 conversions to TKR (6.3%) occurred. Median time to failure was 7.0 years (95% CI 5 to 8). Kaplan-Meier anal-ysis revealed 97.7% survival at 5 years (95% CI 95% to 100%) and 80% at 10 years (95% CI 69% to 92%) (figure 4). The Cox proportional hazards model (model 1) identified cartilage treat-ment as a significant protective factor against conversion to TKR,

with those receiving treatment 5.3 times less likely to undergo conversion, with all other factors held constant (table 2). Para-metric analysis allowed for extrapolation of the survival curve and indicated that the estimated mean time to failure (50th percentile) was 12.5 years (95% CI 10.5 to 14.6 years) and none would be expected to survive past 21 years (99th percentile 20.6 years; 95% CI 15.7 to 25.6 years).

Predictors of pain reliefThe subset of patients with available data (n=111) displayed median pain relief (ΔKOOS-pain) following MOWHTO of 25 points (95% CI 19 to 31). The partial least squares regression model (model 2, n=91) of pain relief was significant (P<0.01) with a predicted R2 (adjusted) of 17% and SE of 15.5 points (figure 5A). Model 2 identified two components (PC1 and PC2) as predictors of pain relief, with PC1 dominated by cartilage treatment, and the interaction between preoperative KOOS-pain and cartilage treatment. The second component (PC2) was influenced by ICRS grade of the medial femoral condyle cartilage and lifetime smoking status. The second PLSR model (model 3, n=41) incorporated preoperative frontal alignment (measured by navigation) and generated a significant (P<0.01)

Figure 3 KOOS-pain scores aggregated from the medial opening wedge high tibial osteotomy cohort at preoperative and postoperative timepoints compared with aged-matched scores.

Figure 4 Kaplan-Meier survival curve of high tibial osteotomy sample (failures=13).

Table 2 Multivariate cox regression of potential risk factors for high tibial osteotomy conversion to total knee replacement

Cox proportional hazards model

Factor hr 95% CI P value

Bilateral 0.8 0.2 to 4.2 0.835

Gender 1.4 0.2 to 11.1 0.778

Age 1.0 0.97 to 1.1 0.343

Ever smoked 2.8 0.9 to 9.0 0.088

Ligament reconstruction <0.01 – 0.995

Cartilage treatment 5.3 1.2 to 22.8 0.025

Meniscectomy 0.3 0 to 2.4 0.234

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fit to pain relief. The model explained 50% of the variance in the response (R2, with an SE 11.8 KOOS points (figure 5B). Model 3 also identified two principal components, with carti-lage treatment dominating PC1, together with the interaction between age at surgery and cartilage treatment. PC2 was influ-ence by preoperative KOOS-pain score, as well as the interaction between preoperative KOOS-pain and age at surgery.

dIsCussIOnThe appeal of the MOWHTO is that younger, more active patients are able to experience pain relief and functional improvement while retaining their native joint, as well as

maintain their ability to remain active and avoid TKR at a rela-tively young age. This study is one of the largest single case series compared with past studies of MOWHTO with patient demographics, reported survivorship, complications and pain relief (table 3). The main findings were that patients under-going MOWHTO should expect a low risk of serious compli-cations and the procedure can be expected to last over 10 years on average and up to 20 years in some patients. The factors predicting conversion to TKR and pain relief remain to be fully elucidated, although cartilage treatment appears to play both a role in improving pain relief, and delaying the rate of conver-sion to TKR.

Figure 5 Measured pain relief with least squares regression and 95% prediction intervals plotted against model-predicted pain relief excluding (model 1—A, n=91) and including (model 2—B, n=41) preoperative alignment as a predictor.

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The present cohort was overweight (BMI 28.9), and predom-inantly male (84%) with a median age of 51 years, and 19% of procedures were bilateral. The cohort in this study displayed a comparable average BMI and age (including variability) to previous studies (table 3); however, there were considerably fewer females included (16%) compared with the average of other studies (table 3). The reason for the discrepancy in gender proportion is unclear; however, in our experience females have been more reluctant to undergo the procedure. In addition, outcomes of bilateral procedures have not been well reported in the relevant literature, although similar ratios of unilateral to bilateral procedures have been described in smaller series.11 12 It may be that the short follow-up of some studies has not captured patients that return for treatment of the contralateral knee. The possibility that some surgeons are reluctant to perform a simultaneous bilateral procedure cannot be ruled out due to the perception that MOWHTO is a tech-nically demanding process with inherent risks of failure. The

present data indicate that these perceptions are unfounded, and that MOWHTO can provide symptom relief for extended periods.

The incidence reported in the present study (3.8%) of compli-cations requiring readmission for medical or surgical interven-tion is difficult to compare with previous studies (table 3) due to the lack of standardised reporting, follow-up and the threshold for intervention. Floerkemeier et al13 used a similar surgical approach in a larger cohort (n=533) and reported a higher complication rate (6%). Four of their reported complications occurred intraoperatively due to technical issues. The majority occurred due to soft-tissue complaints, although there was no reported hardware-related irritation, discomfort or infection. There remains a lack of data regarding the relationship between complications occurrence and long-term patient-reported outcomes, although deleterious effects have been reported with regard to KOOS scores at short-term follow-up.11 12 The present findings indicate that a well-guided surgical technique, despite

Table 3 Patient demographics and surgical details of studies investigating HTO outcomes

studyTotal sample (n)Analysed (A)

Patient characteristicsAge (years)Gender (F, M)bMI (kg/m2) Type of osteotomy Follow-up period

Complication rate survivorship

Current study N: 211 51 years (95% CI 42 to 57)F: 16%28.9 kg/m2 (95% CI 23 to 36 kg/m2)

Medial opening wedge 5 years (3–8) 13.3% 97.8% at 5 years80% at 10 years

Spahn et al32 N: 94; A: 84 48.5 years (31–67)F: 44%27.1±3.6 kg/ m2

Medial opening wedge 45.9±7.6 months(34–60)

6.4% NR

Asik et al33 n=65 54 years (39–76)F: 72%

Medial opening wedge 34 months(18–60)

9.2% NR

De Meo et al14 N: 20 49.4 years (36–67)F: 30%

Medial opening wedge 8.3 years(5–8.75)

20% 70% at 8 years

Robinson et al24 N: 9 49 years (37–59)M: 100%; BMI <35

Medial opening wedge+external fixation

19 months(15–35)

6% 88.9% at 19 months

Schallberger et al4 N: 72; A: 54 40 years (31–58)F: 31%

Opening and closing 16.5 years(13–21)

NR 98% at 5 years92% at 10 years71% at 15 years

Bode et al34* N: 43 A: 19 40.2±9.9 years25.2±3.1 kg/m2

Medial opening wedge+ACS 71.88±23.99 months NR NR

W-Dahl et al5 N: 3161 52±7.5 yearsF:31%

Opening and closing 8.7 years(3–13)

NR 70% at 10 years

Floerkemeier et al13 N: 533, A: 386 49.3 years (18–84)F: 31%27.2±4.0 kg/m2 (n=504)

Medial opening wedge 3.6 years(2.4–4.7)

6% NR

Harris et al3† N: 4396 54.2±8.1 yearsF: 54%, M46$26.1±2.85 kg/m2

Opening and closing 9.2±5.2 years NR 92.4% at 5 years

Harris et al3† N: 399 47±10.7 yearsF: 41%27.3±0.35 kg/m2

Opening and closing+ACS 5.0±2.3 years NR 97.7% at 5 years

Harris et al3† N: 113 33.6 yearsNot fully reported

Opening and closing+MAT 6.8±5.2 years NR 90.9% at 5 years

Giuseffi et al35 N: 100, A: 83 48.1 years Medial opening wedge 4.0 years (1–10) 7% 60% at 10 years

Schuster et al36 N: 91 50.4±8 yearsF: 13.2%

Medial opening wedge 5.6 years (5–7.3) 6.6% 95.2% at 5 years

Duivenvoorden et al37 N: 412 49.2±9.3 yearsF: 40.8%

Opening and closing 9.8±4.9 years 17% 75% at 10 years for CW90% at 10 years for OW

*Only those with an HTO (HTO vs non-HTO group).†Broken up for ease of interpretation.ACS, articular cartilage surgery; MAT, meniscus allograft transplantation; NR, not recorded; OW, opening wedge; CW, closing wedge. on O

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Original article

variations over time, as well as consistent perioperative care can contribute to a low rate of complications.

The present results describe survivorship of MOWHTO from 97.7% at 5 years to 80% at 10 years, which is consis-tent with previous results in the literature (table 3). DeMeo et al14 reported 70% at 10 years with a smaller sample (n=20), while Schallberger et al15 reported 92% at 10 years, also with a smaller sample (n=54) to the present study (n=210). The reasons for the discrepancies between studies are not obvious, but Schallberger et al15 included both open and closing wedge osteotomy, with the majority of procedures being closing wedge osteotomy. In addition, the cross-sectional nature of our study may be a contributing factor and cultural differences between cohorts have also been suggested.8 Of note in our data is the normal distribution of conversions to TKR, meaning that the frequency of conversion did not change with increased time since surgery. This finding counters the assumption that conver-sions increase in frequency as OA progresses and highlights the importance of patient selection whereby some convert to TKR earlier, whereas in others the MOWHTO may arrest disease progression entirely. By fitting a normal distribution to the inci-dence of conversions to TKR in the cohort (n=13), we were able to estimate the average (50% survival) time to conversion (12.5 years) and the maximum expected survival (21.5 years). While these estimates provide guidance for counselling prospective patients, the factors that dictate the time to conversion remain to be elucidated. We could not replicate the findings of Hui et al10 that reported ACL status, age at surgery and BMI as significant predictors of conversion in their study of closing wedge HTOs. This may be because we were unable to perfectly replicate their model with our data. Nevertheless, we were able to test other factors not included in the Hui et al analysis and report a poten-tial protective effect of cartilage treatment (microfracture, chon-droplasty, MACI) on likelihood to convert to TKR.

Pain is the most common and debilitating symptom of knee OA and a key driver of surgical intervention.3 16 Our results demonstrate significant pain relief after MOWHTO at 2 years average follow-up, although pain levels do not return to normal. Patient selection is a key factor determining longevity of the procedure and our results provide additional informa-tion for that purpose. Specifically, patients that report less pain preoperatively demonstrate reduced pain relief, with those undergoing cartilage treatment and patients receiving bilateral procedures reporting improved pain relief compared with the average. To our knowledge, this is the first study to investigate pain relief following MOWHTO in detail, although with a small sample (n=41–91) and distinguishes our work from the litera-ture which suffers from a lack of consensus regarding the defini-tion of surgical success or procedure survival. Although reduced pain is a known patient expectation of TKR,17 there is limited information regarding this in the context of MOWHTO. Future work should explore the interplay between surgeon and patient expectations, which may not fully align,18–20 as well as their interaction with long-term pain relief, disease progression and procedure survival.

The present study contributes important information to the issue of patient selection, pain relief and procedure survival following MOWHTO for medial compartment knee OA. Nevertheless, the findings should be interpreted in light of the limitations of the study. First, the cross-sectional nature of the survival analysis should be considered when interpreting survival rates and the projected time to conversion based on the normal distribution. The width of the CIs at maximum follow-up reflects the diminishing sample size and the analysis

should be repeated to confirm these findings when the majority of the current sample has passed 5 or 10 years follow-up. Second, missing data from patient characteristics and patient- reported outcomes pose a considerable challenge in modelling secondary outcomes such as pain relief. The iterative nature of registry research should be taken into account, in that important predictive measures are not always apparent at the commence-ment of a database and data collection methods have evolved over time. The present results can now be used to inform a new iteration of the ongoing database and inform a future analysis to confirm these findings.

COnCLusIOnMedial opening wedge HTO is an effective procedure for relief of pain associated with medial knee OA, even in older and heavier patients. Patients and clinicians can expect an average procedure survival of 12.5 years and a maximum of 21 years. This study provides the first objective guidance with respect to expectations regarding procedure survival and pain relief. Patients should be counselled with an expectation of pain relief, which decreases over time. Future research should be directed towards a cost-benefit analysis of the procedure, with particular attention paid to the minimum period of procedure survival necessary for a favourable cost-benefit ratio.

Contributors VM: collecting data. FF: writing process. CS: stastistical analysis. AP: collecting data. MC: main idea and writing process. DP: main idea and writing process. BF: writing and reviewing process.

Competing interests None declared.

ethics approval Ethical clearance was obtained from the Northern Sydney Local Health District Human Resource Ethics Committee.

Provenance and peer review Not commissioned; externally peer reviewed.

© International Society of Arthroscopy, Knee Surgery and Orthopaedic Sports Medicine (unless otherwise stated in the text of the article) 2018. All rights reserved. No commercial use is permitted unless otherwise expressly granted.

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