Intrathecal Therapies and Totally Implantable Drug Delivery Systems

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CHAPTER 31 Intrathecal Therapies and Totally Implantable Drug Delivery Systems

INTRODUCTION

The discovery of opioid receptors in 19711 and their subsequent isolation in nerve tissue in 19732 in brain tissue3 and the spinal cord were foundational to the idea of using intraspinal opioids for pain control. In 1976, intrathecal opioid infusion was first reported in animals.4,5 Subsequently, intrathecal and epidural morphine was used in humans in 1979.6,7 Both modes of intraspinal delivery were effective in effectively controlling chronic nonmalignant and cancer pain.8 The discovery of a pain processing and modulating role for gamma-aminobutyic acid (GABA) receptors, adrenergic receptors, glutamate receptors, and calcium channels, amongst others, at both spinal and supraspinal levels, expanded intrathecal therapy to include non-opioid agents for intrathecal analgesic application.

The treatment of chronic nonmalignant pain, like the treatment of cancer pain, requires that the treating physician understands the mechanism underlying the patient’s pain, the psychological and behavioral factors operant in perpetuating that pain, and the appropriate treating modalities to manage the diagnostic specific pain syndrome.9 It is important to know that there are no syndrome-specific therapies and there are many therapies to choose from for the management of chronic pain conditions. Because there are many therapies to treat chronic pain, from noninvasive to more invasive therapies, caregivers should choose therapies using a logical approach or algorithm to those choices. Fig. 31.1 is an example of a pain treatment continuum or algorithm of care that we use in our practice for patients with nonmalignant pain. This continuum of care starts with exercise at the bottom of the ladder moving up, by order of invasiveness and cost, towards more invasive therapies including implantable technologies and neuroablative therapies. This continuum of care should be placed in context by the reader and should not be considered guidelines to care. It is important to emphasize that spinal analgesia is a costly and an invasive therapy and therefore should be applied only when less invasive and less costly therapies have failed, including sequential systemic opioids trials.

INDICATIONS FOR INTRATHECAL THERAPY

Initially, intrathecal therapy was only used for patients with cancer-related pain syndromes, but over the years the indications for intrathecal therapy have expanded.10 Newer indications include neuropathic pain syndromes,11 failed back surgery syndrome (FBSS),12,13 complex regional pain syndromes,14 and head and neck pain.15 Intrathecal therapy is invasive and expensive treatment for chronic pain and should only be applied when certain criteria are applicable. These inclusion criteria for intrathecal therapy include:

It is also important, when choosing therapies for cancer and noncancer pain, to know whether the patient’s pain is primarily nociceptive in nature, whether the pain is primarily neuropathic in nature, or whether the pain is of a mixed neuropathic/nociceptive nature. For example, when choosing pharmaceutical therapies, patients with primarily nociceptive pain usually respond to opioid and NSAID therapies. Patients with primarily neuropathic pain may or may not respond to opioid or NSAID therapies but may respond to adjuvant medications such as tricyclic antidepressants, Ca2+ channel blocking agents, the anticonvulsant medications (Na+ channel blocking agents, GABA-ergic medications, NMDA receptor).

Likewise, when choosing implantable technologies for pain control such as spinal cord stimulation (SCS) or intrathecal therapy with opioids, it is equally important to know if the patient’s pain is nociceptive, neuropathic, or mixed nociceptive/neuropathic. Neuropathic pain is amenable to spinal cord stimulation for pain, while nociceptive pain is not. Intrathecal opioid therapy is useful for nociceptive pain, but minimally useful for patients with primary neuropathic pain. Intrathecal therapy with non-opioids such as local anesthetics, alpha-adrenergic agents or voltage sensitive, N-type calcium channel-blocking agents have been shown to be effective with neuropathic pain syndromes. Because intrathecal therapies are moderately efficacious for neuropathic pain syndromes when using admixtures of opioids and non-opioids there exists no clear-cut boundaries when choosing between SCS or intrathecal analgesic therapies for neuropathic pain syndromes. Fig. 31.2 is a Venn diagram that presents clear-cut diagnoses which respond to intrathecal opioids alone and those that respond to spinal cord stimulation alone. The overlapping gray area represents diagnoses that will respond to both therapies.

Intrathecal therapy with opioids and non-opioids alike is only indicated when trials of sequential, long-acting, potent opioids have failed. Failure is not defined as failure to provide analgesia but is defined as intolerable and intractable side effects with all long-acting opioids trialed. If the patient tolerates high doses of any given opioid without analgesic effect and has no side effects, that patient has opioid nonresponsive pain and most probably will not respond to intrathecal opioid therapy alone. This patient, having tried all appropriate therapies for the pain, is a candidate for intrathecal admixture therapies with opioids/local anesthetics/alpha-adrenergic agents/voltage sensitive, N-type Ca2+ channel-blocking agents, in some form of combination as will be outlined below.

There are some minor points to remember when designing intrathecal therapies and systems for patients with chronic, nonmalignant pain when compared to patients with end-of-life, terminal pain. Patients with nonmalignant pain will live long lives not cut short by their disease and therefore are candidates for continuous, totally implanted intrathecal systems (catheter and pump). Patients with terminal illness, with less than 3 months to end of life after failure of conservative therapies tried, might be candidates for intrathecal therapies but, because of a shortened life expectancy, should be implanted with a spinal catheter or catheter/port alone, connected to an external pump. Those with terminal illness with life expectancies greater than 3 months are candidates for totally implanted systems.

TRIALS FOR INTRATHECAL THERAPY

When a patient meets all criteria for intrathecal analgesia delivery and that patient has failed conservative therapies as outlined in Figure 31.1, that patient should undergo a trial for intrathecal therapy.

We, in our practice, do not perform ‘single-shot,’ intrathecal or epidural trials since ‘single-shot’ trials are associated with strong non-specific or placebo effects. In order to mitigate non-specific or placebo responses, and thus avoiding implanting an expensive device in the wrong patient, trials should be as long as logistically possible. It is our belief that continuous external delivery of agents through an implanted intrathecal catheter for as long as possible is the only trial that can possibly mitigate these strong, non-specific, placebo responses. We call this implanted intrathecal catheter/external pump trial a ‘functional trial.’ This ‘functional trial’ not only may mitigate strong placebo responses, but allows for continuous sequential trialing of multiple agents and mimics the final implanted drug delivery system.

We perform most of our functional trials on an outpatient basis, Medicare patients being the exception because of reimbursement issues. Medicare will only reimburse for outpatient intrathecal trials for patients with malignant pain and will not reimburse for intrathecal trial outpatient services (home infusion, nursing, etc.) for patients with nonmalignant pain.

For our trials, we surgically implant an FDA approved intrathecal catheter, anchoring the catheter to the perispinous fascia, and attaching the catheter to a tunneled, externalized subcutaneous epidural catheter system (Dupen Catheter®) Bard Access systems, Salt Lake City, Utah). All patients are given preoperative antibiotics with a broad-spectrum antibiotic, usually cephalexin for 72 hours, to cover for Staphylococcus aureus and S. epidermidis infections.

After implantation and tunneling, the Dupen catheter system exit site is covered with an antibiotic-coated dressing (Bio-Patch, Johnson and Johnson, NJ) and then covered by a clear plastic dressing. The entire system is attached to an external pump system with two intervening 0.22 micron filters. Patients are instructed to lead a normal lifestyle at home, performing activities of daily living as they would normally do.

If the patient tolerates the initial drug and dose without analgesia, the dose is adjusted by programming the pump to accelerate delivery. Because existing external pumps are programmed to deliver rates at 0.1 increments, starting as low as 0.1 cc/hour, we usually deliver our desired hourly dose at the flow rate of 0.2 cc/hour. If we delivered the desired hourly dose in 0.1 cc/hour, then our next choice for increase is 0.2 cc/hour, a doubling of the dose. When we start at 0.2 cc/hour and wish to increase to 0.3 cc/hour, then we only increase our dose by 50%.

If the patient does not tolerate the initial drug trialed and is in need of trial of a second agent, only the drug reservoir, the existing tubing and the first 0.22 micron filter which is proximal to the more distal filter (filter nearest the catheter exit site) is changed. Because it is known that infection rates of these systems is proportional to the ‘fiddle-factor’ in personnel handling the systems, we adopt a hands-off policy to system changes and dressing changes. We first change the dressing of the system within 48 hours of surgery and then, unless the dressing becomes wet, we only change the dressing, once every 7 days. We recommend that only physicians or nurses familiar with this system be involved in dressing changes. Biopatch® is left unchanged for 7 days unless saturated with blood.

A reduction of pain by 50% and/or improved function with reduced systemic intake of opioids indicates a successful trial. Evaluation for efficacy of spinal analgesia should be individualized, taking into consideration analgesic improvement and/or improvement in function, as well. For examples, a patient who reports a 50% pain relief but refuses to increase function is, in our estimation, a trial failure. Another patient who reports only a 30% reduction in pain and not a 50% reduction in pain but is more alert and cognitively more functional is a patient for whom intrathecal therapy should be considered.

To prevent withdrawal during the trial we give the patient 50% of the orally administered dose as an equivalent intrathecal dose, allowing continued oral intake of 50% of the original oral or systemic dose. Each subsequent day the oral dose is decreased by 20% and the intrathecal dose is increased by 20%.

IMPLANTABLE DRUG DELIVERY SYSTEMS

The first drug delivery system approved for the delivery of intraspinal analgesics was the Infusaid, model #400 pump, which is no longer manufactured. This pump was a nonprogrammable, fixed-rate flow pump. Today, there are other FDA approved fixed-rate pumps including the Codman, model 400 pump (Fig. 31.3) and the Medtronic, Isomed Pump (Fig. 31.4). These pumps utilize a charging fluid that remains a fluid at room temperature, but becomes a gas exerting pressure on a metal bellows that extrudes drug at a fixed rate when implanted into a patient.

Other fixed-rate pumps used outside of the USA includes the Esox®, Archimedes®, Micromedes®, and the Anschutz pump®, all of which are fixed-rate pumps. Some new fixed-rate pumps are being developed by other companies and are not approved by the FDA in the USA today. An example is the AccRx Pump being developed by Advanced Neuromodulation Systems of Plano, Texas (Fig. 31.5). Because the rate of all of these fixed-rate pumps is preset and nonprogrammable, dosing changes are made by changing concentrations of the drug.

Medtronic’s Synchromed® system is the only totally implantable and programmable pump that is approved in the USA and Europe. Other companies, including Codman (a Johnson and Johnson company), Advanced Neuromodulation Systems, and Advanced Bionics (a Boston Scientific company), are developing totally programmable intrathecal delivery systems. Rate and therefore dose of drug are externally programmable (Fig. 31.6).

Besides increasing or decreasing a continuous rate of delivery of the drug, the Synchromed® system can be programmed to deliver drug in different configurations that includes programming a single bolus of drug, a timed bolus of drug, a complex continuous delivery of drug, and a continuous delivery of drug.

INTRATHECALLY ADMINISTERED OPIOIDS

Morphine remains the gold standard for intrathecal analgesic therapy. It has an extensive history, with an ample literature for intrathecal therapy, more than any other opioid.16 It is the only opioid approved by the Food and Drug Administration (FDA) for intrathecal analgesia. Other opioids are used for intrathecal therapy when patients are intolerant to intrathecal morphine and include hydromorphone,17 meperidine,18 methadone,19 fentanyl,20 sufentanil,20 and buprenorphine.21 The latter is a partial agonist that is used intrathecally in Europe. These agents are not labeled for intrathecal therapy and are not approved by the FDA, but are used empirically, based on efficacy and safety reported in the literature.

Morphine’s analgesic efficacy is well reported. A prospective survey by Kumar et al. of 16 patients (mean follow-up, 29±12 months) found that intraspinal morphine reduced pain scores for all types of pain by an average of 57%. Surprisingly, the greatest efficacy was found in patients with neuropathic pain and mixed nociceptive/neuropathic pain when compared to nociceptive pain (75% and 61% reductions, respectively).22 A national outcomes registry for low back pain collected prospective data on 136 patients using intraspinal infusion via implanted devices, 81% of whom received morphine. After 12 months, the Oswestry Low Back Pain Disability Scale ratings improved by 47% in patients with back pain and by 31% in patients with leg pain.23

The dose of intrathecal morphine is highly individualized and depends on the age of the patient and the systemic dose before the initiation of intrathecal therapy. In general, a patient with neuropathic pain requires a higher dose and elderly patients require lower doses than patients who are younger to achieve analgesia.

The intrathecal opioid’s time to onset and duration of action, uptake and distribution, availability to supraspinal centers, and central nervous system (CNS) side effects are all governed by the opioid’s relative (to morphine) lipophilicity and its receptor affinity.24 Morphine’s low lipid solubility, high hydrophilicity, and high receptor affinity translates clinically to slow onset of action but prolonged analgesic action. Because of this hydrophilicity of morphine, it remains in the cerebrospinal fluid (CSF) longer and therefore is available to ascend to supraspinal centers through bulk flow of the CSF. Because morphine mixes in the CSF and is carried from low spinal centers to higher spinal centers and supraspinal centers, the position of the catheter tip within the thecal sac is relatively unimportant to provide segmental analgesia. On the other hand, this hydrophilicity of morphine increases the risks for CNS supraspinal side effects such as nausea, vomiting, sedation, and respiratory depression.

Intrathecal morphine delivery is associated with side effects. Both elevated concentrations of morphine-3-glucuronide, a metabolite of morphine in plasma, and an elevated plasma or CSF morphine-3-glucuronide over morphine-6-glucuronide ratio may play a pathogenic role in the development of the cutaneous dysesthesias, hyperalgesia, and allodynia and/or myoclonus seen with the long-term delivery of high-dose intrathecal morphine.25 It seems that morphine-3-glucuronide might exert this neuroexcitatory effect by indirect activation of the N-methyl-D-aspartate (NMDA) receptor, an inotropic glutamate receptor.26 Some patients might not tolerate morphine, but may tolerate hydromorphone, a relatively hydrophilic (to morphine) but more lipophilic agent than morphine. In some patients, supraspinal effects such as nausea and vomiting might be severe. In such cases, more lipophilic compounds which do not mix in the CSF such as fentanyl, sufentanil, or methadone might be chosen.

During the course of intrathecal therapy some patients, in spite of a good response to the drug during the trial, might develop tolerance to the drug’s analgesic effects, develop intolerance to the drug and resultant side effects, or develop opioid resistant pain syndromes. If side effects, such as confusion, nausea, vomiting, generalized pruritus, constipation, urinary retention, sexual dysfunction, peripheral edema, hyperalgesia, etc., do occur, pharmacologic treatment of the side effect should be tried before switching to another agent. If this strategy fails, then switching to another agent is warranted, as there is incomplete cross-tolerance among opioids.

Intrathecal morphine delivery is known to be associated with hypothalamic–pituitary dysfunction. In a study conducted in Belgium, Abs et al.27 examined hypothalamic–pituitary axis function in 93 patients with non-cancer pain. Seventy-three patients received intrathecal morphine with a mean dose of 4.8 mg/day for a mean duration of 26.6 months. A 20-patient comparison group had comparable pain syndromes but was not treated with intrathecal morphine. A majority of patients of both genders in the intrathecal morphine group developed hypogonadotropic hypogonadism. Fifteen percent also developed central hypocortisolism and/or growth hormone deficiency, compared to none in the control group. Further, decreased libido occurred in 96% of men and 69% of women who received intrathecal opioids, compared with 10% and 20% of men and women, respectively, in the controlled group. Hormone replacement therapy ameliorated decreased libido in 10 of 14 males and 7 of 12 premenopausal females. The authors suggested further investigations to determine the need for systematic endocrine evaluations and replacement therapy in patients treated with long-term intrathecal morphine.

Hydromorphone is a mu agonist that is 8–10 times more lipid soluble28,29 and 5–10 times more potent than morphine. It is a hydrogenated ketone of morphine. Although it is not FDA approved, it is increasingly being used for intrathecal therapy.30,31 Hydromorphone is stable when contained in an infusion system (SynchroMed) and held at 37°C for 4 months.32 Because of its higher lipophilicity than morphine, hydromorphone has a quicker onset of action, a shorter duration of action and, for the same reason, fewer supraspinal side effects because of less rostral spread.

Because of the incomplete cross-tolerance among opioids, switching from morphine to hydromorphone is a consideration when morphine use is associated with too many side effects or poor analgesia. The initial dose of hydromorphone should be 50% of its equianalgesic dose to morphine (equianalgesia is 1:5–10) and should be titrated higher until analgesia is achieved.

Hydromorphone is not only successful in delivering intraspinal analgesia33 but also has a lower incidence of side effects than morphine when given epidurally. In the retrospective study comparing intrathecal morphine to hydromorphone by Anderson et al.,30 37 patients received intrathecal hydromorphone after either inadequate analgesia or unmanageable side effects occurred during treatment with intrathecal morphine sulfate alone. Pain scores improved during the 10 months’ mean follow-up after changing to hydromorphone. Drowsiness and nausea lessened after patients were switched from morphine to hydromorphone and leg edema subsided temporarily, but eventually reoccurred after extended hydromorphone exposure

A known complication of intrathecal therapies is the development of intrathecal granuloma, an intradural but extramedullary mass associated with either high dose or high concentration of intrathecally delivered agents. This complication of intrathecal analgesia will be discussed later in this chapter. In contrast to morphine, hydromorphone exposure intrathecally was not associated with the development of catheter tip granuloma in a sheep model when daily doses, equianalgesic to doses of morphine that produced granulomas, were given.34

However, hydromorphone when used in humans is known to be associated with the development of tip granuloma. In an initial report, the formation of inflammatory masses at the catheter tip was reported in 9 patients who received hydromorphone, either alone or mixed with other drugs.35 A subsequent review of the same report and database and an additional six case reports identified was published with the number of new cases reported in the literature to be 15.36 It still is unclear whether these 15 reported cases of granuloma were due to the intrathecal hydromorphone delivered or due to other agents since all patients had, at one time or another, other agents, either alone or in combination with hydromorphone, in their pumps.

The neuroexcitatory side effects of opioids, e.g., hyperalgesia, are not reported to be more frequent with hydromorphone than morphine, although hydromorphone-3-glucuronide is a more potent neuroexcitant than morphine-3-glucuronide37 which could be responsible for these symptoms.

Meperidine is a phenyl piperidine derivative with physical characteristics, molecular weight, and pK similar to those of local anesthetics. Because meperidine is more lipid soluble than morphine and hydromorphone it has a quicker onset and more segmental action (localized effect at the segment of the spinal cord delivered) than either morphine or hydromorphone.

Meperidine is the only member of the opioid family that has clinically important local anesthetic activity in doses used for analgesia. Because of this quality of meperidine, it is the only opioid in current use that is active as a sole agent for spinal anesthesia (not analgesia). Surgical procedures to the lower limbs, inguinal area, perineum or c-section have been performed using spinal meperidine alone.38,39 Meperidine has been used for labor analgesia and found not to increase c-section deliveries.40 A 0.5 mg/kg intrathecal dose of meperidine produces anesthesia for up to 6 hours or longer.38 A dose of 1 mg/kg or a total dose of 100 mg has been associated with respiratory depression, bradycardia, and hypotension.18,41

There is limited literature on the use of continuous intrathecal meperidine via implantable infusion pumps. In a case report by Harvey et al.42 a woman with chronic low back who failed other medical interventional treatment modalities achieved significant pain relief using a continuous intrathecal meperidine infusion. Another case report also showed similar success.43 According to Chrubasik et al., the dose of meperidine should be 25–30 times higher than morphine to maintain equianalgesia.44 A dose of up to 60 mg per day appears to be safe.45

Methadone. In a survey by Hassenbusch and Portenoy, 2–4% of respondents cited use of this opioid.46 Methadone is more lipid soluble than morphine, hydromorphone, and meperidine, and therefore does not produce noticeable migration within CSF to supraspinal centers. Methadone, based on this lipophilicity, should have fewer supraspinal side effects than morphine when given intrathecally.

The L-isomer of methadone has mu agonist activity and D-isomers have noncompetitive antagonism of NMDA receptors.47 In vitro studies suggest that methadone induces desensitization of the delta opioid receptor by uncoupling the receptor from its underlying G-protein. This delta opioid activity is critical for the development of morphine-induced tolerance and dependence. Animal studies showed that D-methadone reduces the development of morphine tolerance and NMDA-induced hyperalgesia by virtue of its NMDA receptor antagonist activity.48

Studies of the prolonged use of intrathecal methadone for cancer and non-cancer pain showed overall effectiveness between 37.5% and 80% for those populations studied based on greater than 50% reduction4951 in pain or pain reduction combined with improved scores on quality of life questionnaire.19 These studies involved both cancer and non-cancer patients. Methadone was administered at total daily dosages of 5–60 mg and the duration of treatment ranged from 3 days to 37 months.

Fentanyl is an opioid analgesic which preferentially binds to mu receptors. It is highly lipophilic and has a fast onset of action in the order of 5 minutes with a peak analgesic effect of approximately 20 minutes, when given epidurally. Due to lipophilicity, its effect is largely segmental, although continuous intrathecal infusion is associated with receptor saturation and mixing in the CSF. It is equipotent when given epidurally or intravenously.52

As fentanyl is 75–100 times more potent than morphine sulfate, lower doses are needed to produce similar analgesia. Thus, considerations for side effects must be made, especially since fentanyl side effects have been noted to be more severe than those of morphine sulfate. Cephalad spread of fentanyl which could lead to respiratory depression does occur, but less so than morphine. Although it is uncertain whether fentanyl’s exact location of action is systemic or spinal, the systemic mode of action appears to be favored by some.53 While scientific data on epidural and intrathecal fentanyl are evolving, there does appear to be a role for fentanyl in treating both acute and chronic pain processes.

Two retrospective studies on intrathecal fentanyl have been reviewed. One study of 122 patients examined the complications associated with implantable drug delivery systems. This study included two patients with the combination of fentanyl and bupivacaine54 and neither of these patients experienced serious adverse events. In another study, eight patients out of a total of 29 patients with intrathecal therapy received intrathecal fentanyl, 10.5–115 mcg/day for a mean duration of 31 months.55 The authors reported a 68% reduction in pain and an overall satisfaction of 3.25 on a scale of 1 (poor) to 4 (excellent) in all eight patients.

Sufentanil is an anilino piperidine with a lipid partition coefficient 1000 times higher than that of morphine. Therefore, it has a much more rapid onset of action, and a much shorter duration of action than morphine when delivered intrathecally.

Due to being extremely lipid soluble, it largely diffuses into the central neural tissue when administered intrathecally, leaving less bulk drug available for rostral movement, and thus fewer central side effects such as nausea, vomiting, itching, urinary retention, and respiratory depression. Because of this lipid solubility, after intrathecal administration, sufentanil concentrations in the CSF decrease more quickly when compared to morphine. The mean residence time in the CSF, i.e., the time required to eliminate 63.2% of the drug, is approximately 0.9 hours after injection of 15 mcg sufentanil56 while that of morphine (0.05 mg/kg) is 2.3 hours.57

The higher affinity of sufentanil to mu opioid receptors when compared to morphine gives sufentanil a potential benefit in delaying the development of tolerance to the drug. It has been postulated that agents with high efficacy and receptor reserve, i.e. sufentanil, should produce less tolerance than agents of lower efficacy and lower receptor reserve, i.e. morphine.58 Rats develop, over time, less tolerance to intrathecal sufentanil when compared to morphine. Also, sufentanil requires the occupancy of fewer mu receptors to produce antinociception than does morphine.

In a survey performed by Hassenbusch and Portenoy,46 nearly 20% of pain clinicians have used either fentanyl or sufentanil in intrathecal drug delivery systems; however, there are no clinical data of long-term use of intrathecal sufentanil in humans. It is known that in humans a 10 mcg bolus of intrathecal sufentanil produces analgesia within 5 minutes with a duration of about 19 minutes.59

Because of its high lipophilicity, this agent is used when more hydrophilic drugs produce excessive supraspinal side effects. When converting morphine to sufentanil in an implanted pump, we, based on the potency ratio of sufentanil to morphine, arbitrarily use a dose conversion of 1 mcg of sufentanil to 1000 mcg (that is 1 mg of morphine) as shown in Table 31.1

Animal toxicology studies of intrathecal sufentanil have shown no detectable pathological effects on spinal cord histology. However, in a study performed in sheep, which have relatively smaller intrathecal spaces, a rather large dose of 7.5 mcg/kg of sufentanil did produce demonstrable neurotoxic changes. These authors did demonstrate a low-grade inflammatory response to the intrathecal catheter itself and concluded that the response was thought to represent a foreign body response.60

Because of its high lipophilicity, the catheter tip position for the delivery of both fentanyl and sufentanil probably plays an important role in delivering the required analgesic effect when the pain syndrome is segmental.

INTRATHECALLY ADMINISTERED NON-OPIOIDS (ADJUVANTS)

Intrathecally administered opioid therapy certainly belongs irrevocably to our clinical armamentarium for pain control in cancer and nonmalignant pain patients. As stated previously, in the USA, morphine remains the only analgesic approved by the FDA for intraspinal use. Because many patients develop tolerance to their opioid analgesic, have neuropathic pain, or develop these pain syndromes during their intraspinal opioid therapy, it has become clear that intraspinal opioid therapy alone is not sufficient to provide adequate analgesia for many patients. This has led scientists and clinicians to look for other intraspinal pharmacological solutions for these opioid-resistant pain syndromes.

Based on widespread clinical use and literature, the use of bupivacaine, the alpha2 agonist, clonidine, and the neuron-specific Ca2+ channel blocking agent, ziconotide, should not be considered investigational, but should be used in some form of accepted continuum of intrathecal clinical care. Most recently, in February of 2005, the FDA has approved the intrathecal use of Ziconotide (Prialt®, Elan Pharma, San Diego, California, USA) for chronic pain. The intraspinal use of other agents, such as the alpha2 adrenergic receptor drug tizanidine, opiate peptides such as DADLE or DPDPE, or other spinally active analgesic agents such as somatostatin or octreotide, NSAIDs, NMDA receptor antagonist, etc., are all investigational and should be used only with protocols accepted by an investigational review board (IRB).

Bupivacaine. Local anesthetics are the most common adjuvant agents used with opioids for intrathecal therapy. By the year 2000, more then 20% of patients with intrathecal therapy for pain control had local anesthetics in their implantable pumps. According to this survey of implanting physicians, 60% of the responding physicians used morphine–bupivacaine combinations.46

Bupivacaine HCl has been shown to be stable and compatible with the Medtronic SynchroMed implantable pump, maintaining 96% of its initial concentration with chronic exposure to the system after 12 weeks at 37°C.61 Further, Trissel et al.62 in a stability study, showed that combinations of morphine sulfate, 5 mg/mL plus bupivacaine, 2.5 mg/mL, or morphine sulfate, 50 mg/mL plus bupivacaine, 25 mg/mL, packaged in 20 mL aliquots in plastic syringes and maintained at 4°C or 23°C for 60 days or −20°C or 37°C for 2 days remained stable. In other words, the morphine remained stable at, or greater than, 97% and the potency of bupivacaine remained greater than 95%, after the study. Frozen samples exhibited microparticulates upon thawing, suggesting that freezing of morphine–bupivacaine combinations should be avoided.

Bupivacaine is the intrathecal local anesthetic most widely used in humans. Other local anesthetics including tetracaine and lidocaine have been tried but their use has been abandoned due to their relative known toxicity.63 Recently, ropivacaine has been tried in humans;64 however, it offers little advantage over the less expensive bupivacaine.

Human postmortem studies and the long-term usage of bupivacaine do suggest clinical safety of the long-term infusion of low doses of intrathecal bupivacaine.65 There are, however, reports in the anesthesia literature of permanent neurological sequelae, specifically the cauda equina syndrome, when some local anesthetics, specifically 5% lidocaine, are used for spinal anesthesia, particularly when delivered through small-bore intrathecal catheters.66 It is unclear, as reported by the authors, whether this complication was drug related, catheter related, technique related, or a combination of these.

The positive analgesic response with the use of local anesthetic–opioid combinations intraspinally, for the treatment of cancer and non-cancer-related pain, has been previously reported.67,68 Deer et al., in a retrospective study of 109 patients, 25 with cancer pain and 84 with nonmalignant pain, studied the effect of the addition of bupivacaine intrathecally to patients who did not receive analgesia with their intrathecal opioids alone (morphine, mean dose of 8 mg/day, or hydromorphone, mean dose 1.5 mg/day).69 All patients who had a poor response to the opioid alone, who were switched to opioid–bupivacaine combinations, reported significantly lower pain scores and experienced a mean opioid dose reduction of 23. In a nonrandomized, noncontrolled prospective study, performed by van Dongen et al.,70 it was found that in 5 of 20 cancer patients with inadequate analgesia with morphine alone, the addition of bupivacaine (5–21.6 mg) improved pain relief. However, in the study, the doses of morphine were relatively low (1.2–7.2 mg/day). Recently, Mironer et al., in a randomized, double-blind, multiple-phase, crossover trial, comparing intrathecal morphine or hydromorphone alone to morphine and or hydromorphone with the addition of bupivacaine, found a statistically significant improvement in quality of life scores, but no change in pain scores, in the group with the addition of bupivacaine, when compared to the group with opioids alone.71 Lundborg et al. reported on their clinical experience using intrathecal bupivacaine infusion for three patients with complex regional pain syndrome.72 These 3 patients received bupivacaine at an average dose of 54 mg/day, maximum of 90 mg/day, and were followed for an average of 374 days during their infusion for an average of 1900 days. Although there was a moderate decrease in pain, there was no improvement in allodynia, edema, or trophic changes.

Clonidine is a centrally acting alpha2 adrenergic receptor agonist used intrathecally or epidurally in both animal studies and in humans. It has been shown to provide potent analgesia whether used alone or in combination with intraspinal opioids. Further, clonidine appears to block the release of substance P at the presynaptic receptor and blocks the firing of the second-order nociceptive neuron. Clonidine acts primarily at the spinal cord level where norepinephrine receptors are found. However, it is known that clonidine also works at supraspinal levels at the rostroventral medulla and the locus ceruleus of the midbrain when given systemically.

Clonidine is not approved for clinical use in the USA; however, its use is widespread and safety has been established. Because of this, and because of a significant literature on its use, this agent for intrathecal use should not be considered experimental. Some authors have found that the combination of clonidine with an opioid works synergistically and thus the combination provides better analgesia at lower doses than if the drugs were given alone.73,74

Daily intrathecal dosages in humans have ranged from 3 mcg/kg to 60 mcg/kg. Studies in different animals and humans have demonstrated no neuropathology after intraspinal clonidine.75 The main side effect of clonidine, when given intrathecally, is hypotension. Humans may also experience decreases in heart rate but no metabolic changes. Other side effects of intrathecal clonidine include dry mouth, drowsiness, dizziness, and constipation. Sudden withdrawal of clonidine can precipitate agitation and rebound hypertension.76

Some authors believe that clonidine may be useful in facilitating a ‘spinal opioid holiday’1 in patients who have become tolerant to high doses of opioids.77 Clonidine may also be effective in neuropathic pain78 and sympathetically mediated pain syndromes.79

Clonidine has been used safely in numerous patients and is stable with various agents. It is stable in a titanium reservoir infusion pump (SynchroMed, Medtronic, Inc., Minneapolis, Minn., USA) in concentrations of 0.05 mg/mL and 1.84 mg/mL, in combination with morphine sulfate at a concentration of 2 mg/mL and 20 mg/mL at 37°C for 90 days and 54 weeks, respectively.80 When an admixture of morphine sulfate, bupivacaine hydrochloride, and clonidine hydrochloride was incubated in SynchroMed-EL pumps (Medtronic, Minneapolis, Minnesota, USA) at 37°C for 90 days or stored in glass vials at 4°C and at 37°C, as controls, the concentrations remained at greater than 96% of the original concentrations.81 A color change from colorless to light yellow between days 30 and 60 did not affect the solution’s stability. No particulate matter and no clinically significant changes in osmolality were observed during this 90-day study period.

As stated above, there are more than enough clinical data reported in the literature to include clonidine as an agent that could be used in some patients for intrathecal therapies. It is the opinion of these authors that clonidine should no longer be considered experimental.

Hassenbusch et al. reported a 20-month prospective phase I/II cohort study of 31 patients (6 with cancer pain, 25 with nonmalignant pain) who received intrathecal clonidine alone at dosages between 144 and 1200 mcg (mean 872 mcg).82 Twenty-two patients achieved greater than 50% pain and symptom reduction without intolerable side effects. At 6 months, 77.3% (17/22) achieved continued good pain relief, and 59% of the total group were considered long-term successes (mean follow-up 16.7 months). Clonidine dosages did not change significantly over time in this group. Poor long-term outcomes were related to inadequate pain relief (n=4), intolerable side effects such as hypotension (n=2), impotence, lethargy, and malaise (n=1 each).

A retrospective survey of Ackerman et al. observed that only 2 of 10 patients treated with clonidine alone (doses 75–950 mcg/day) had good pain relief after 7–11 months of intrathecal therapy.83 The addition of clonidine (75–950 mcg/day) to either morphine 0.15–15 mg/day (5 patients) or hydromorphone 200–800 mcg/day (10 patients) similarly yielded very limited effect; only 3 of these patients achieved long-term pain relief (7–11 months). Although the results from this study and that of Hassenbusch et al.82 appear to contradict each other, it should be noted that Ackerman and colleagues’ report was retrospective in nature and their group was not homogeneous, since many patients received either many drugs over time and/or more than one drug at a time during the therapy period.

Siddall et al., in a randomized, prospective study, compared the efficacy of intrathecal administration of saline, morphine (0.2–1 mg), clonidine (50–100 μg), and the combination of clonidine and morphine.84 In phase I of the study, each patient received saline, clonidine, and morphine in a random sequence. One dose per day of each drug was titrated over 3 days until the occurrence of either analgesia (defined as a >50% reduction from baseline pain score) or side effects. During phase II of the study, each patient received a combination consisting of 50% of the final dosage of morphine combined with 50% of the final dosage of clonidine. The authors compared the proportion of those patients who had a positive response at any time during the assessment. Five of 15 patients responded positively to saline, 3 of 15 responded to the largest dosage of clonidine alone, 5 of 15 responded to the largest dosage of morphine alone, and 7 of 15 to the combination of one-half the largest dosage of clonidine plus one-half the largest dosage of morphine. These data suggest that morphine and clonidine is a worthwhile combination to achieve improvement in analgesia.

In a prospective study, Uhle et al. reported on 10 patients with neuropathic pain syndromes who received clonidine at an average of 44 mcg/day in combination with morphine sulfate or buprenorphine.85 All patients had a 70–100% reduction in pain after the addition of clonidine to either morphine or buprenorphine. Four of eight patients with non-neuropathic pain syndrome also appeared to benefit from the addition of clonidine. The most frequent adverse effects noted in this study were hypotension, fatigue, dry mouth, and impaired bowel (N=10, 4, 3, 1 patients, respectively).

Tizanidine is an alpha2 agonist used clinically as a muscle relaxant. It appears to have a potential role as an intrathecal analgesic drug. In a dog model, Kroin et al.86 reported that tizanidine and clonidine at dosages of 3.0–18.0 mg/day yielded equivalent analgesia using a thermal withdrawal test, but that clonidine, when compared to tizanidine, was associated with greater toxicity (hypotension, bradycardia, and bradyarrhythmias). A further toxicity study of 3–6 mg/day in dogs was performed and these authors found no significant side effects or differences in spinal cord histopathology between the 3 mg/day and 6 mg/day groups.

Kawamata et al.87 studied the effects of clonidine and tizanidine on a rat model of neuropathic pain. Sprague-Dawley rats were chronically implanted with lumbar intrathecal catheters, and the sciatic nerve was loosely ligated. Twenty-one to 28 days after surgery, the rats received intrathecal clonidine (0.3, 1.0, and 3.0 μg) and tizanidine (1.0, 2.0, and 5.0 μg), and the antihyperalgesic effects of thermal and mechanical stimuli were examined. In addition, changes in blood pressure and heart rate, sedation level, and other side effects after intrathecal administration of drugs were studied. The authors found that the administration of 3.0 micrograms of intrathecal clonidine or 5 micrograms of tizanidine significantly reversed both thermal and mechanical hyperalgesia. The administration of 3.0 micrograms of intrathecal clonidine, but not 5.0 micrograms of tizanidine, significantly decreased mean blood pressure and heart rate and produced urinary voiding. A greater sedative effect was produced by the clonidine when compared to the tizanidine. The authors concluded that the antihyperalgesic dose of intrathecal clonidine and the antinociceptive doses produced several side effects. Intrathecal tizanidine at the dose that reversed hyperalgesia would be preferable for neuropathic pain management because of absence of hypotension and bradycardia and lower incidence of sedation.

Ziconotide is an omega-conopeptide, a synthetic form of the cone snail peptide, varpi-conotoxin MVIIA. Ziconotide is a neuron-specific, N-type voltage-gated calcium channel blocking agent with an analgesic and neuroprotective effect.88 Spinally administered ziconotide blocks neurotransmitter release from primary nociceptive afferents to prevent pain signal propagation to the brain. It has an advantage over intrathecal morphine in that it is a non-opioid and tolerance does not developed after its prolonged use. Although it has been used extensively in humans, ziconotide is approved by the FDA for clinical intrathecal use.

Ziconotide is indicated for both nociceptive and neuropathic type of pain. It has been shown to be effective not only for chronic pain but also for acute postoperative pain. Atanassoff et al.89 performed a randomized, double-blind pilot study in patients undergoing elective total abdominal hysterectomy, radical prostatectomy, or total hip replacement. After intrathecal injection of local anesthetic and before surgical incision, a continuous intrathecal infusion of either placebo or 1 of 2 doses of ziconotide (0.7 mcg/hour or 7 mcg/hour) was started and continued for 48–72 hours postoperatively. Thirty patients received the study drug and 26 of them were evaluable for efficacy. It was found that the mean daily patient-controlled analgesia (PCA) morphine equivalent consumption was less in patients receiving ziconotide than in placebo-treated patients. The visual analogue scale of pain intensity (VASPI) scores during the first 8 hours postoperatively were remarkably lower in ziconotide-treated than in placebo-treated patients. In 4 of 6 patients receiving the high dose of ziconotide (7 mcg/hour), adverse events such as dizziness, blurred vision, nystagmus, and sedation led to discontinuation of the study drug infusion. After ziconotide discontinuation, these symptoms resolved.

In a double-blind, placebo-controlled, short-term trial of ziconotide in 257 patients with non-cancer pain by Presley et al.,90 31% of the ziconotide-treated patients reported significantly lower pain scores, compared to 6% of the placebo-treated patients. Moderate to complete pain relief was achieved in 43% of patients in the ziconotide arm versus 18% in the placebo arm. Patients who received ziconotide also decreased their systemic opioid intake and reported improved quality of life compared to patients who received placebo.

Staats et al., in a double-blind, placebo-controlled, randomized trial,91 studied 111 patients (ages between 24 to 85 years) with cancer or AIDS pain with VASPI score of 50 mm or greater. Patients were randomly assigned in a 2 to 1 ratio to receive ziconotide or placebo treatment. Intrathecal ziconotide was titrated over 5–6 days followed by a 5-day maintenance phase for responders and crossover of nonresponders to the opposite treatment group. Pain relief was moderate to complete in 53% of patients in the ziconotide group compared to 17.5% in the placebo group. Five of 111 (4.5%) patients receiving ziconotide achieved complete pain relief.

In spite of being a promising analgesic, ziconotide, like all analgesics, is not free of side effects, and side effects increase with a rapid titration of the agent and decrease with reduction in dose.91 Adverse events associated with intrathecal ziconotide have included vestibular disorders such as nystagmus, abnormal gait, nausea/vomiting and dizziness, urinary retention, blurred vision, diplopia, memory impairment, and orthostatic hypotension.9092 Apparently, these side effects do decrease over time. In the study by Penn and Paice93 involving the use of intrathecal ziconotide in three patients with both neuropathic and nociceptive pain mechanisms, in dosages between 0.2 mcg/hour and 5.3 mcg/hour, significant pain relief was achieved. Side effects seen included nausea, diarrhea, nystagmus, dysmetria, sedation, confusion, and hallucinations. With intrathecal ziconotide doses of 0.9 mcg/hour or greater, much more serious side effects occurred including disorientation, agitation, and in two of three patients, unresponsiveness, which only resolved at some point after intrathecal ziconotide was discontinued.

Midazolam. Midazolam is a GABA-alpha receptor agonist. GABAergic neurons appears to have a modulatory effect on pain processing both at the spinal and supraspinal levels. At the supraspinal level, the GABAergic neurons appear to have a tonic inhibitory effect over the descending noradrenergic inhibitory neurons. In contrast to that, at the spinal level, GABAergic neurons have an antinociceptive effect. Intrathecal midazolam works on the spinal GABA receptors to potentiate this analgesic effect.

Midazolam has been used as a sole drug for intrathecal therapy for the management of postoperative pain.94 In animal studies, it has been shown that the antinociceptive analgesic effect of intrathecal midazolam can be reversed by naloxone; more specifically, this analgesic effect of intrathecal midazolam was blocked by delta-selective antagonists in rats.95 Midazolam has been shown to have a synergistic analgesic effect when given with bupivacaine intrathecally, and in animals this synergistic analgesic effect was demonstrated, giving midazolam with clonidine and with NMDA and AMPA receptors antagonists in rats.96,97

Because of conflicting reports of different toxicities in differing animal models, the use of midazolam, although used emperically by some in humans, continues to be controversial. Toxicity has not been associated with the intrathecal infusion of midazolam in studies on rats,96 cats,98 pigs and sheep;99 however, there has been, in contrast to these studies in rats, cats, pigs and sheep, evidenced toxicity with the intrathecal infusion of midazolam in rabbits.100 For a detailed review of preclinical safety issues with midazolam see the excellent review by Yaksh and Allen.101

In a prospective study by Rainov et al., 26 patients received a combination of various intrathecal agents as follows: four patients received midazolam 0.4 mg/day plus morphine sulfate 0.5 mg/day, clonidine 0.03 mg/day, and bupivacaine 1.0 mg/day; four patients received morphine/bupivacaine/midazolam; and two patients received morphine/midazolam.102 Overall, 19/26 patients (73%) achieved good to excellent pain relief, 6/26 patients (23%) achieved sufficient pain relief, and one patient reported poor pain relief. No information was provided regarding outcomes according to drug combination received on-study.

Baclofen is a GABA-beta agonist that has been used to treat spasticity since 1984. Intrathecal baclofen is FDA approved for the treatment of spasticity caused by upper motor neuron disease; however, questions remain as to whether baclofen is an analgesic when given intrathecally. Baclofen is stable alone or in combinations with clonidine when placed into intrathecal pump systems.103

Other non-opioid agents used intrathecally

Other agents shown to be effective for the relief of pain when given intrathecally include neostigmine,104,105 adenosine,106,107 and octreotide.108,109

Neostigmine is an acetylcholinesterase (Ach) inhibitor which increases the availability of acetylcholine at the neuromuscular and the dorsal horn level. Since muscarinic receptor2 agonists produce antinociception in rats,110 and because muscarinic receptors have been detected at the level of the substantia gelatinosa and to a lesser extent in laminae III and V of the dorsal gray matter of the spinal cord, it was felt that neostigmine would be an effective analgesic if given intraspinally in humans. Neostigmine does produce analgesia in humans; however, its use is associated with an extremely high incidence of nausea and vomiting.105

Endogenous adenosine may be involved in the mediation of the spinal antinociception induced by descending adrenergic fibers originating from the locus ceruleus. This antinociceptive effect is blocked by intrathecal aminophylline (an adenosine receptor antagonist).111 Kekesi et al.106 reported that adenosine has little antinociceptive efficacy during continuous intrathecal administration, but appears to potentiate the effect of endomorphin-1. Eisenach et al.107 compared intrathecal adenosine with intravenous adenosine for chronic neuropathic pain in seven patients with hyperalgesia and allodynia. In intrathecal group, spontaneous pain was not relieved; however, evoked dysesthesias such as allodynia and mechanical hyperalgesia were markedly reduced. Five of seven patients developed back pain after the induction of adenosine.

Octreotide (Sandostatin), a synthetic octapeptide derivative of somatostatin, has been found to be beneficial in the treatment of chronic pain, although the mechanisms underlying its therapeutic effect are not completely understood. Somatostatin is distributed in the substantia gelatinosa. It has been shown to have analgesic effect without adverse effects if given intrathecally, but the high cost, more than US$20 000.00 per year, prevents its widespread use.113 In a recent double-blinded study, octreotide was found to exert primarily an antihyperalgesic rather than analgesic effect on visceral pain perception.112

SELECTION OF DRUGS FOR LONG-TERM INTRATHECAL INFUSION

In year 2000, an expert panel of physicians was convened to review what was known about common practices of European and American physicians using intrathecal agents and to review what was known about the drugs that were being used by these physicians up to 1999. This Polyanalgesic Consensus Conference 2000 published their review of common and experimental intrathecal agents and proposed guidelines for the appropriate use of these agents.112 Most recently a second expert panel, the Polyanalgesic Consensus Conference 2003, convened to review newer information since 1999 and to modify the 2000 guidelines. The purposes of this expert consensus panel were to: review the medical literature since 1999 pertaining to intraspinal agents; update the algorithm for intraspinal drug selection; propose guidelines for optimizing drug concentration and dosing during therapy; develop consensus regarding the evidence required to support use of a drug for long-term intrathecal infusion; and clarify existing regulations and guidelines pertaining to the use of compounded drugs for intrathecal administration.113 Regarding guidelines for intrathecal therapy, the panel suggests six lines of approach (Fig. 31.7).

According to the recommendations of this expert panel, first-line therapy, a Line-1 approach, includes morphine, the only opioid approved by the FDA for long-term intrathecal administration, and hydromorphone, which is supported by an extensive medical literature2834 and clinical experience. In order to avoid the risk of the development of catheter tip granuloma, the panel recommends an upper limit for drug dosage and concentration as shown in Table 31.2

Table 31.2 Recommended intrathecal dosages and concentrations

Drug Dosage (mg/day) Concentration (mg/mL)
Morphine 15 30
Hydromorphone 10 30
Bupivacaine 30 38
Clonidine 1.0 2.0

Recommended intrathecal dosages and concentrations106 to prevent the formation of intrathecal tip granuloma. These recommendations represent general recommendations of the expert consensus panel and are dependent upon the specific patient and the clinical experience of the physician; thus, maximum dosage and/or concentration may vary from these. Re volorem num voloreet ut vullamc ortisim zzriliscilit prate

If side effects come before efficacy, or if efficacy is not established at the highest recommended dose with either morphine or hydromorphone (as shown in Table 31.2), the panel recommends switching to the alternate drug on Line-1 or moving to Line-2 therapy. The latter approach, moving to Line-2 therapy, is appropriate if the pain is neuropathic in nature. Some of the experts on the panel endorsed the idea of omitting Line-1 completely and moving to Line-2 if the patient has severe neuropathic pain that had not responded to systemically administered opioids.

Line-2 includes morphine or hydromorphone combined with either bupivacaine or clonidine. The hypotensive side effects associated with clonidine makes bupivacaine more favorable over clonidine. Some physicians prefer to resort directly to a Line-2 approach with patients with mixed or neuropathic pain. There are no solid data, however, to support this approach, nor are there data to support the usage of bupivacaine or clonidine for intrathecal monotherapy.

If patients do not respond to the agents in Line-2, in any combination, or are intolerant to the side effects of the agents in Line-2, the panel recommends moving to the Line-3 approach of using 3-drug combinations, the addition of both clonidine and bupivacaine to either morphine or hydromorphone. If the analgesic response to this 3-drug combination with morphine is inadequate, then the panel recommends moving to hydromorphone plus bupivacaine and clonidine before moving to Line-4 therapies.

Line-4 therapies include the lipophilic opioids, fentanyl and sufentanil, the GABA-alpha agonist, midazolam, and the GABA-beta agonist, baclofen. The strategy here, basically, is to switch opioid treatment from morphine or hydromorphone to fentanyl or sufentanil. Baclofen is approved for a long-term infusion for spasticity. Data, however, do support its use as an analgesic agent for intrathecal therapy. Although the data for their safety and efficacy are limited, intrathecal fentanyl and sufentanil have been used in clinical practice.20,53 As stated before, the high lipophilicity of these agents minimizes their diffusion to rostral pain centers. Therefore, the supraspinal side effects induced by these agents are less than those induced by the more hydrophilic agents such as morphine or hydromorphone. In the United States, midazolam is not available commercially as a preservative-free compound for intrathecal therapy.101

There are few data and limited experience to suggest the intrathecal infusion of drugs in Line-5, which includes neostigmine, adenosine, and ketorolac, and Line-6, which includes ropivacaine, meperidine, gabapentin, buprenorphine, octreotide and others. Drugs in Line-5 have some degree of preclinical evaluation including toxicity evaluation; drugs in Line-6 have little or no preclinical investigation and minimal or no clinical experience to warrant suggestion of their use by the panel.

COMPOUNDING OF DRUGS FOR INTRATHECAL DELIVERY

Because many physicians use off-labeled analgesic agents for intrathecal delivery, and because many of these agents are not manufactured in concentrations necessary for intrathecal use, many physicians rely on the compounding of these off-labeled analgesics for their practices. The Polyanalgesic Consensus Conference 2003113 felt it necessary to guide this part of the physician’s practice [compounding] to assure that patients would not be hurt by poor practice. According to the American Society of Health System Pharmacists (ASHSP),114 compounding is defined as the process of mixing of ingredients to prepare a medication for patient’s use, including dilution, admixture, repackaging, reconstitution, and other manipulations of sterile products.

Morphine sulfate is the only available, commercially packaged, preservative free, FDA approved opioid for intrathecal use, while baclofen is the only available, commercially packaged, preservative free, FDA approved spinal antispasmodic for intrathecal use and ziconotide is the only available, commercially packaged, preservative free non-opioid intrathecal analgesic that is FDA approved. Most other intrathecal agents, in concentrations that are needed for monotherapy or combination therapy, require compounded formulations from compounding pharmacies.

The United States Pharmacopoeia (USP)115 and the ASHSP have issued standards for compounding sterile products. These standards also apply to the compounding of solutions for intrathecal drug delivery. According to these standards, all sterile compounded and preservative free preparations, administered via an intrathecal delivery system, are classified as, at least, level 2 (medium risk), and many are classified as level 3 (high risk) preparations.114,115

The Polyanalgesic Consensus Conference 2003 suggests a set of considerations that need to be respected when preparing com pounded formulations for intraspinal delivery.113 The following is a list of does and don’ts when compounding intrathecal agents:

THE SIDE EFFECTS OF INTRASPINAL ANALGESIC THERAPY

Patients might or might not tolerate a drug well during its administration for the screening trial. However, during therapy, patients may develop intolerance or tolerance to the drug. Should side effects of intrathecal delivery (nausea and vomiting, urinary retention, generalized pruritus, constipation, oversedation, confusion, paranoia, hyperalgesia/myoclonus syndrome, Meniere’s-like symptoms, nystagmus, the development of tip granuloma, or herpes reactivation) develop during therapy, an attempt should be made to manage these problems pharmacologically, if possible, before switching to another spinal agent. Although respiratory depression is a known consequence of the use of intrathecal opioids in the opioid-naive patient, it is rarely seen in patients who are receiving intrathecal agents because most of these patients have had extensive systemic exposure to opioid use. As stated above, there is incomplete cross-tolerance of one opioid agonist to other opioid agonists. Therefore, patients who have side effects from one intrathecal agent may not have the same side effects with another drug at equivalent doses.

Gastrointestinal complications

Constipation. The incidence of constipation from intrathecal delivery of opioids is less than when the opioids are given systemically.116 The management of intrathecal opioid induced constipation is the same as the management of systemic opioid induced constipation using stool softeners and gentle laxatives. If this approach does not resolve the problem, one should consider switching to another opioid or, if possible, lowering the dose of the opioids.

Nausea and vomiting. Opioids are thought to induce nausea and vomiting by a direct action on the chemoreceptor trigger zone (CTZ), an area of the hindbrain, which is outside the blood–brain barrier. This is supported by evidence showing that ablation of the CTZ prevents the induction of vomiting by opioids.117 The mechanism of action of opioids in emesis is, however, complicated. Biphasic dose–response curves have been reported and, in certain circumstances, opioids can have antiemetic actions.118 Vomiting as a side effect of intrathecal administration of opioids is infrequent; however, should it happen, antiemetic therapy usually will resolve the problem. If nausea and vomiting persist, the clinician should use an agent that has less spread to supraspinal centers when given intrathecally. Agents that have less spread to supraspinal centers are agents of greater lipophilicity, including methadone, fentanyl, and sufentanil.

Urinary retention is an early common side effect of intrathecally administered opioids in males, especially elderly males, and is infrequent in females. Urinary retention is most common when therapy is first initiated, but fortunately resolves spontaneously with continued therapy. Bethanechol (Urecholine) is the agent of choice for urinary retention.116 It is indicated for the treatment of acute postoperative and postpartum nonobstructive (functional) urinary retention and for neurogenic atony of the urinary bladder with retention. Dosage must be individualized, depending on the type and severity of the condition to be treated. The usual adult oral dose ranges from 10 to 50 mg three or four times a day. The effects of the drug appear in 30–90 minutes and persist for approximately 1 hour. If necessary, the effects of the drug can be abolished promptly with atropine. Should urinary retention persist, in spite of adequate pharmacologic therapy, decreasing the dose of intrathecal medication would be the next step, and if that does not work, perhaps changing agents from a hydrophilic agent to a lipophilic agent would be appropriate.

Pruritus a fairly common side effect. The incidence of this opioid side effect is higher in opioid-naive patients than in those patients who are opioid tolerant. The use of antihistamines may ameliorate the problem; however, using opioid antagonists or partial antagonists, in combination with opioids in the pump, has been suggested as a possible solution.45

Central nervous system side effects

Sedation, dizziness, and memory problems are not unusual and are related to the rostral spread of the opioids within the CSF. If these side effects develop and become a serious problem, using a more lipophilic opioid might ameliorate the problem. Although, in our practice, the use of modafenil and other psycho-stimulants have helped some of our patients to overcome the sedating side effect.

Sexual and endocrine dysfunction. The prevalence of these side effects is quite high in patients who are receiving intrathecal opioid therapy. In a study of 73 patients, the majority had hypogonadotropic hypogonadism, 13% developed central hypocorticism, and 17% growth hormone deficiency. These abnormalities affected the sexual function in this group of patients.27

Leg and pedal edema. These side effects are not infrequent in patients receiving intrathecal opioid therapy. In a study by Aldrete and da Silva et al.,119 five out of 23 patients (21.7%) who received intrathecal opiates for longer than 24 months developed pedal or leg edema. However, the symptoms improved by the discontinuation or reduction of the dose; the most effective treatment was elevation of the legs and dose reduction. The use of diuretics with elastic stockings can be helpful in overcoming this side effect. In our experience, the incidence of peripheral edema is greater with the use of hydrophilic agents such as morphine or hydromorphone than with lipophilic agents such as fentanyl, sufentanil, and methadone. Consequently, if peripheral edema develops and does not respond to diuresis, we switch hydrophilic agents to lipophilic agents.

Tolerance is a phenomenon in which exposure to a drug results in the diminution of effect, either desired or undesired, or the need for a higher dose to maintain the effect, desired or undesired. Tolerance can be considered an adaptation process which may be traced back to cellular and molecular levels. Receptor mechanisms of tolerance include downregulation and upregulation of numbers of receptors. Also, there is evidence that the higher the intrinsic activity of the opioids at only one receptor site, fewer receptors are needed in order to induce a potent analgesic effect; therefore, the incidence of tolerance is less. Drugs with high intrinsic activity include sufentanil and fentanyl.120 NMDA receptor activation through protein kinase, phospholipase C translocation, and activation of nitric oxide synthetase also contributes to the formation of tolerance.120,121 If titrating the dose up does not resolve the problem, changing into a new opioid or giving the patient a ‘holiday’ from opioid intrathecal therapy should be considered.

Complications

Although intrathecal therapy is helpful for patients with chronic intractable pain that fails to respond to other modalities of therapy, this treatment modality is not free of complications. Complications of intrathecal therapy may be divided into surgical complications, complications related to the drug delivery system, and iatrogenic complications.

Surgical complications

Bleeding. Bleeding may occur despite meticulous surgical incisions and dissection. In order to minimize this, the surgeons screen their patients appropriately for coagulopathies, especially in cancer patients undergoing chemotherapy who may have low platelet counts or in those patients taking excessive amounts of NSAIDs. Patients who are pharmacologically anticoagulated or those who have physiologic coagulopathies are not candidates for these procedures until anticoagulation is corrected and bleeding parameters return to normal.

In spite of good surgical evaluative and technical skills, surgical bleeding is often unavoidable. A good rule for the implantation surgeon to follow is to close a wound only after carefully inspecting the wound area for active bleeding. Wound bleeding provides a good medium for the growth of bacteria, leading to postoperative infections.

Since the technique for catheter implantation of drug delivery systems passes through the epidural space, bleeding may occur within the epidural space without the surgeon being aware of it. This bleeding, if significant, could lead to epidural hematoma, spinal cord compression, and a cauda equina syndrome leading to paralysis with bowel and bladder dysfunction. The surgeon should expect this complication if the patient complains of persistent back pain and tenderness, urinary incontinence, anal sphincter tone weakness and fecal incontinence. The diagnosis of epidural hematoma is confirmed with emergent MRI or CT with contrast of the spine. Epidural hematoma is a neurosurgical emergency which may require evacuation.

To avoid postoperative bleeding, patients should be screened for coagulopathies. Cancer patients and some patients with comorbid disease such as bleeding dyscrasia or liver disease might be thrombocytopenic, and some patients with chronic pain might be on nonsteroidal antiinflammatory agents. Physicians must be aware of all of the possible causes of surgical and postsurgical bleeding and take steps to correct them appropriately. Patients with thrombocytopenia should receive platelet transfusion preoperatively and patients on NSAIDs must have their medications discontinued 72 hours before surgery and 12 days before surgery, if the patient is taking aspirin. Patients who are on warfarin should have their medication stopped, if appropriate, at least 4 days prior to the planned surgery. If not appropriate, the patient should be placed on an agent such as enoxaperin (Lovenox) for 4 days prior to surgery after discontinuing warfarin. The enoxaperin can be discontinued safely 12 hours before surgical time. The meticulous attention to hemostasis intraoperatively is also an important measure to prevent postoperative bleeding.

Infections

Appropriate preoperative antibiotics, and strict adherence to intraoperative external measures, help minimize the problem of postoperative infection. Since most postoperative infections are caused by the Gram-positive cocci, S. aureus and S. epidermidis, agents specific for these bacteria, such as the cephalosporins or vancomycin, should be used preoperatively. If a postoperative infection does occur and is superficial and not deep, systemic antibiotics should be used to prevent deepening of the infection to involve the pump pocket itself. If the infection does involve the implanted catheter or the pocket of the implanted pump, removal of the entire system is mandatory to prevent epidural abscess or meningitis.

The development of epidural or intrathecal infections mandates the immediate removal of the system. In case of intrathecal infection, attention should be paid to meningeal irritation signs and consultation with an infectious disease consultant is recommended. Remember, not all fever spikes in the first 72 hours after implantation of an intrathecal catheter means meningitis. In our experience, a good percentage of patients with newly implanted intrathecal catheters do develop fever spikes within the first 72 hours after implantation. These noninfectious fevers, probably a foreign body reaction to the implanted catheter, may be associated with a slightly stiff neck due to the CSF leakage, and may be associated with headache. In these cases, CSF withdrawn from the side port of the pump will be negative for bacteria, but will be positive for a mild to moderate leukocytosis, a spinal response to the implanted foreign body. If the CSF culture is negative for bacteria, the physician should take a wait and see attitude before starting antibiotics unnecessarily.

Complications related to the intrathecal delivery system

Complications related to the intrathecal delivery system are not unusual, but may be prevented. These complications include complications of the implanted pump or catheter system or both. Pump complications include battery failure or breakdown of the internal workings of the pump, if the pump is a programmable one. Nonprogrammable pumps, by virtue of their simplicity, usually do not break down. Catheter complications include system dislodgements, catheter kinks, breaks, shears, or obstruction.

Catheter complications are heralded by a sudden loss of pain control or spasticity control, or sudden withdrawal symptoms. Examination of the catheter system under fluoroscopy and/or X-ray examination of entry site and tip site is warranted to diagnose this problem. If the system appears to be intact, a dye study of the system should be performed to discern any small breaks in the system. One must remember that there is dead space within the catheter system, containing drug, and these drugs may be of high concentrations. If one pushes a high-concentration drug within the dead space by injecting dye through the pump side port, untoward and unintended complications may arise due to inherent toxicities of the drug ‘pushed.’ To prevent this, one should aspirate all of the drug out of the dead space before injecting dye through the side port. If it is expected that one might not be able to aspirate from the side port at the time of the dye study, then all concentrations of drug in the pump should be diluted way in advance of the study to prevent toxic levels of the drug or drugs from being injected intrathecally. An alternative to this strategy for detection of breaks within the system, in programmable pumps, is to drain the pump of drug in advance of the study, and, after an appropriate time interval, inject the side port, or as Medtronic, Inc. (Minneapolis, Minnesota) recommends, filling the pump with an isotope, then programming the pump to deliver the isotope while observing the system by nuclear medicine scanning.

Pump ‘breakdown’ is most usually heralded by a sudden loss of pain or spasticity control, sudden withdrawal syndrome, or an observed discrepancy between observed residual volume and expected residual volume at the time of refill. Pump breakdowns do occur and may be related to faulty manufacturing or damage by a nonapproved drug placed within the pump, which might damage the internal catheter system. Diagnosis of a faulty motor/rotor, within the pump, is made by real-time, fluoroscopic observation of motor/rotor performance. The programmable pump is programmed to bolus inject over a relatively short period of time. The motor/rotor is observed under fluoroscopy to either move or not. If the rotor, after programming of a bolus, does not move, there is breakdown of the pump.

Catheter tip granuloma

In 1991, North et al. first reported a granulomatous region associated with the intrathecal catheter tip causing mass effect and neurologic dysfunction.122 In a literature review on the subject by Coffey and Burchiel, in November of 2000, 41 cases, 16 from the literature and 25 reported to Medtronic, Inc. and to the FDA, were identified.35 The mean duration of therapy in these cases was 24.5 months. Most cases were located in the thoracic region. Intrathecal drugs involved included morphine or hydromorphone, either alone or mixed with other drugs in 39 out of the 41 cases. Thirty patients underwent surgery to relieve spinal cord or cauda equina compression. Eleven of the patients were nonambulatory and one died due to pulmonary embolism. Microscopically, the masses were composed of chronic inflammatory cells with variable degrees of granuloma formation. In these cases, there was a region of central necrosis resembling an abscess that contained no polymorphonuclear leukocytes. Although tissue stains for microorganisms were uniformly negative, intraoperative cultures were positive in three cases, thought to be a secondary process.

Yaksh et al., observing masses in humans and in two species of animals, suggested a probable relationship existing between the mass formation and opioid dose and concentration.123 Some authors have suggested placing catheter tips below the conus medullaris to avoid catastrophic complications caused by granulomatous mass formation over the spinal cord. However, in a case report by Fernandez et al.,124 a patient placed on hydromorphone, 110 mg per day with a concentration of 400 mg/mL, developed a catheter tip granuloma in the sacral region. In this case, the catheter was placed caudally into the lumbosacral region. This patient presented with saddle anesthesia and bowel/bladder incompetence, and after surgery, the patient was left permanently disabled.

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