CHAPTER 271 Bone Metabolism and Osteoporosis and Its Effects on Spinal Disease and Surgical Treatments
Osteoporosis
Osteoporosis is a disease of unbalanced bone metabolism that results in low bone density with subsequently increased bone fragility and propensity for fractures. The World Health Organization (WHO) has defined osteoporosis as bone density that is 2.5 standard deviations (SD) below normal healthy bone. Loss of bone density to between 1 and 2.5 SD below normal has been defined as osteopenia. Osteoporosis is estimated to currently affect 10 million Americans, and an additional 18 million with significantly low bone density are deemed to be at high risk for the development of osteoporosis in their lifetime.1 By the year 2020, it is predicted that 14 million adults older than 50 years will have osteoporosis.2 Osteoporosis is most prevalent in North America and Europe; however, as overall life expectancy increases worldwide, the incidence of osteoporosis will similarly increase. Even though osteoporosis may be considered a normal process of aging, it is by far the most prevalent metabolic bone disease.
The primary concern for patients with osteoporosis is the increased risk for fractures. Osteoporosis-associated fractures most commonly involve the hip, spine, or wrist. More than 1.5 million osteoporotic fractures occur in the United States yearly.3 It is estimated that the annual incidence of hip fractures in the United States will exceed 6.3 million cases by the year 2050.4 Osteoporosis-related fractures can result in significant disability. Only a third of patients regain their premorbid level of function after a hip fracture, and a third require placement in a nursing home within 1 year of the fracture.5–7 Twenty percent of patients are no longer living 1 year after a hip fracture.5,8 Besides functional disability and chronic pain, osteoporotic fractures can result in significant anxiety, depression, emotional distress, decreased quality of life, and impaired social well-being.
The increased risk for vertebral compression fractures (VCFs) in patients with osteoporosis is of particular concern to spine care providers. Approximately half of all osteoporotic fractures are spine related.9 VCFs are responsible for 150,000 hospital admissions, 161,000 doctors visits, and more than 5 million days of restricted activity annually.10 It is estimated that 25% of women older than 50 years will suffer a symptomatic VCF during their lifetime.9 Although many VCFs are essentially asymptomatic or cause limited symptoms, they can also carry significant morbidity, with chronic pain related to the injury developing in up to a third of patients.11 In addition, VCFs can lead to progressive sagittal-plane deformity with concomitant reduced lung capacity. Kyphosis caused by severe or multilevel fractures can also alter the biomechanical stress at other segments and lead to increased risk for additional fractures.12–14 This disease is associated with 23% higher mortality in women older than 65 years than in age-matched controls, with additional fractures contributing to increasing mortality.15
Osteoporosis also places a significant burden on national health care expenditures. The estimated health care cost for osteoporosis-associated fractures was $13.8 billion in 1995 and increased to $17 billion in 2001.2,16 This figure includes hospital and nursing home expenses, but the majority of the cost is for inpatient medical care. The projected national health care expenditure for osteoporosis is predicted to rise to $50 billion by the year 2040.2
Pathophysiology
Pathophysiology of Osteoporosis
The National Institutes of Health Consensus Conference defined osteoporosis as a skeletal disorder characterized by compromised bone strength, as reflected in the integration of bone density and bone quality, that predisposes to an increased risk for fracture.1 Bone density is determined primarily by two factors: one’s peak bone mass and the degree of bone loss throughout one’s lifetime. Bone quality is multifactorial and is dependent on one’s bony architecture, mineralization, ratio of bone formation to resorption, and accumulation of damage. Fractures are defined as mechanical failure as a result of a force or load applied to bone. Pathophysiologically, osteoporosis is a disease of decreased bone mass in the absence of a mineralization defect. Therefore, overall bone mass decreases while the remaining bone maintains normal calcification. Bone loss occurs when the rate of bone resorption is greater than that of new bone formation. With aging, osteoclastic resorption exceeds osteoblastic activity. The net effect is progressive loss of skeletal bone mass, which generally begins by the fourth decade.
Ethnicity appears to be related to risk for the development of osteoporosis. White women have the greatest risk for osteoporosis, and this segment of the population also has a greater risk for vertebral and nonvertebral fractures than African American, Native American, and Asian women.17,18 African American women have higher overall bone mineral density (BMD) than white women throughout their lifetime. This discrepancy is reflected in a lower lifetime risk for hip fracture in African American women than in white women (6% for African American women versus 14% for white women).1
Clinical Findings and Diagnosis
Bone Mineral Density
A patient’s BMD is compared with a Z score (BMD for healthy gender- and age-matched controls) and a T score (BMD for normal healthy young controls at peak bone mass). The WHO defines a BMD of less than 1 SD below the T score as being within normal limits (osteopenia). Osteoporosis is defined as a BMD greater than 2.5 SD below the T score. Severe osteoporosis is a BMD that is greater than 2.5 SD below the T score with at least one osteoporosis-related fracture. Based on the WHO classification, it is estimated that 94% of women older than 75 years meet the criteria for osteopenia, with 38% of women in this age group having osteoporosis.19 BMD values also correlate with fracture risk. Each 1-SD decrease in age-adjusted BMD measurement equates to a 1.5-fold increase in fracture risk.
Biochemical Markers
Biochemical markers are primarily useful for determining risk for the development of osteoporosis and for assessing responsiveness to therapy. Serum markers are generally less variable than urinary markers, which need to be corrected based on creatinine clearance. Studies have demonstrated that levels of bone-specific alkaline phosphatase, osteocalcin, and NTx are higher in postmenopausal women than in premenopausal women.20 With bisphosphonate alendronate therapy, however, alkaline phosphatase, osteocalcin, and CTx levels have been shown to decrease 40% to 50% over a period of 6 to 12 months.21 NTx was the most responsive marker for measuring therapeutic response. Additional studies have suggested that NTx and CTx correlate significantly with BMD and risk for fracture.20
Conservative and Medical Management
Preventive measures remain among the most important and effective strategies for managing osteoporosis. Adequate nutrition with an appropriate balance of calcium and vitamin D is essential for optimizing bone quality. Calcium supplementation in the form of calcium carbonate or calcium citrate is primarily effective for postmenopausal women. Vitamin D supplementation is also beneficial, with one study demonstrating that 1200 mg of calcium and 600 to 800 IU of vitamin D result in a 40% decrease in hip fractures and a 16% decrease in mortality.22 Regular weight-bearing, impact exercise increases peak bone mass and thereby reduces the risk for osteoporosis. Wolff’s law states that bone forms by appositional growth in areas of increased stress. With impact loading, differences in electronegative potential occur across compressed surfaces, which subsequently stimulates bone formation. Subjects randomized to aerobics and weight-training programs demonstrate a 5.2% increase in spine density over subjects treated only with calcium supplementation.23