There are many different instrumentation techniques of the lumbar spine at present. However, there is still no clear consensus regarding the optimal screw design and screw trajectory, enhancing screw’s fixation strength significantly. Especially the treatment of osteoporotic bone is still challenging. As osteoporosis causes more loss of cancellous bone than cortical bone, special measures are needed. In the literature, cement-augmented pedicle screws are described as gold standard in osteoporotic spine instrumentation. Numerous biomechanical studies have demonstrated an increased pull-out strength of these screws [7, 8, 12, 16, 39]. Apart from that, good functional outcomes and low revision rates have been proven in clinical middle- and long-term studies [2, 5, 10, 11, 33]. However, cement augmentation is associated with several disadvantages such as the risk of cement leakage and subsequent embolism, exothermic properties or complications during the removal of the screws in case of revision [17, 19, 37]. Therefore, alternative techniques for the treatment of bones of compromised quality are necessary. In consideration of the required surgical demands, the CBT screw seems to be a promising approach. This is described as an attractive technique due to its less invasiveness. Furthermore, these thinner and shorter screws are characterized by their extensive contact with the solid cortical bone in contrast to TT pedicle screws. Thus, fixation strength rises, which is of particular relevance in osteoporotic bone. Santoni et al. [35] first reported the superiority of CBT screws in osteoporotic cadaveric lumbar spines. In their report, CBT screws demonstrated a 30% greater uniaxial pull-out strength and an equivalent strength against toggle loading as compared to non-augmented TT screws. Baluch et al. [6] also compared the fixation strength of these screws. But they simulated more physiological conditions using cyclical loading and subsequent orthogonal screw pull-out. Their results also demonstrated the superior resistance of CBT screws. As there is no in vivo biomechanical study reporting on the mechanical behaviour of the CBT trajectory, Matsukawa et al. [27] evaluated the insertional torque using the CBT and TT fixation approach, respectively. The comparison of both techniques showed a significant difference in the mean maximum insertional torque in favour of the CBT screws. Within the scope of another study of Matsukawa et al. [28], a finite element analysis was performed. The results show a 26.4% greater mean pull-out strength, a mean 27.8% higher resistance to cephalocaudal loading, and 140.2% stronger stiffness to mediolateral loading than non-augmented TT screws. However, Wray et al. [41] reported equivalent mechanical fixation properties of both approaches in their cadaveric biomechanical study including pull-out and toggling testing. Contrary results were achieved by Akpolat et al. [1], who stated that non-augmented TT screws had a better fatigue performance compared to CBT screws in vertebrae of compromised bone quality. As the use of bone cement during posterior instrumentation of the osteoporotic spine represents the gold standard, augmented TT screws were compared to possible alternatives within this study. Moreover, this study was focused on screw size, which was also done by Matsukawa et al. [30]. They analysed the ideal screw size for optimal fixation to significantly enhance screw’s fixation strength. As mechanical stress is dependent on the dimension of the bone-screw interface, there is a higher risk of loosening with short pedicle screws. To reduce this risk, Matsukawa et al. [30] suggested the use of longer cortical screws to improve vertebral load transmission and to decrease mechanical stress. Finally, their finite element study demonstrated biomechanical superiority of a long trajectory with maximum cortical purchase. Therefore, the “long CBT” or MC screw, which is directed towards a more anterior position of the vertebral body compared to the original CBT, is recommended. Ideally, the CBT screw should have a diameter larger than 5.5 mm and a length longer than 35 mm (standard size) [30]. To the best of our knowledge, no studies concerning the biomechanical behavior of MC screws have previously been published. For this reason, our study was aimed at the evaluation of this approach compared to the original CBT and the gold standard used in osteoporotic spine instrumentation. However, reaching the correct trajectory is challenging for surgeons as this narrow screw path has to be created in the denser bone. Moreover, there are fewer anatomical landmarks available within the limited operative field. Apart from high-level surgical skills, intraoperative fluoroscopic support is needed to enhance accuracy and safety intraoperatively. In this context, using a patient-specific screw placement guide with a preplanned screw trajectory has been considered as a promising approach [20–22, 24, 31, 34]. Farshad et al. [15] demonstrated in a randomized cadaveric study that the guided pedicle screw placement using MySpine® (Medacta International SA, Castel San Pietro, Switzerland) was superior in terms of faster instrumentation time, higher accuracy, and reduced radiation exposure compared to freehand fluoroscopically controlled pedicle screw placement. Moreover, this tool is characterized by its minimal invasiveness compared to conventional techniques. In this study, the MySpine® tool was used to ensure accurate cortical screw placement that crucially affects screw’s biomechanical properties. To analyse screws’ biomechanical behaviour, fatigue and pull-out testing were performed. In contrast to the often used pull-out test, the fatigue test setup provides a more clinically relevant failure scenario including more meaningful data [35]. Therefore, both groups were separated into two subgroups each, which were tested statically (pull-out) and dynamically (fatigue testing and ensuing pull-out), respectively.
In group A, both screw types had no significant differences concerning the static pull-out tests (Table 2). MC screws’ mean pull-out strength was only 2.7% higher than that of the CBT screws. However, this test procedure does not reflect physiological testing conditions. The dynamic comparison showed major differences both in cyclic loading and the ensuing pull-out test. Here, the CBT screws loosened early five times more frequently than the MC screws that failed only once. The CBT screw loosening always occurred within the first 500 cycles, which indicates inferior fixation. Consequently, it can be assumed that the larger length of the MC screw resulted in a better anchorage, which is proven by its comparably significant gain in screw’s stability. Similar results are demonstrated by Matsukawa et al. [30]. The ensuing pull-out tests also showed the superiority of the MC screws. Their higher mean failure loads (+ 12.1%) showed that MC screws resisted longer physiological loading than CBT screws did. This was due to MC screws’ design and screws’ trajectory, which allows more anchorage within the cortical bone. The displacement evaluation also substantiated the fact of CBT screws’ earlier loosening and higher range of motion during physiological cyclic loading.
In group B, the MC screws were compared to the cement-augmented TT screws mostly used for osteoporotic spine instrumentation. As expected, the pull-out tests showed higher mean failure loads of the TT screws both in the static (+ 42.8%) and dynamic (+ 38.6%) testing conditions. Weiser et al. [40] have even demonstrated that cement augmentation of osteoporotic bone can lead to an increase in failure load by approximately 52%. That can be attributed to the higher screw-bone purchase caused by the cement augmentation filling the porous bone. However, MC screws’ mean pull-out force of 691.0 N (static) or 714.5 N (dynamic) provides sufficient stability. Additionally, screws revision is possible without difficulty, whereas vertebrae mostly breach during pull-out of the cement-augmented TT screws. Moreover, screw’s solid augmentation results in a lower mean displacement compared to MC screws. The same can be observed based on the additionally tested L5. The tests also showed the superiority of the cement-augmented TT screws in both mean displacement and pull-out forces. But in a direct comparison of the L5, the MC screw showed once a lower range of motion during dynamic testing.
However, the varying sample sizes of the individual groups should be critically reviewed. Therefore, a more extensive evaluation with equal samples sizes should be striven.