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Boos N, Weissbach S, Rohrbach H, Weiler C, Spratt KF, Nerlich AG 2002 2002 Volvo Award in Basic Science: Classification of age-related changes in lumbar intervertebral discs.. Spine 262

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Key Articles

Kirkaldy-Willis WH, Wedge JH, Yong-Hing K, Reilly J ( 1978) Pathology and

pathogene-sis of lumbar spondylopathogene-sis and stenopathogene-sis Spine 3(4):319–28

In this study, autopsy specimens of lumbar spines were used to define the degenerative

cascade of the spine Progressive degenerative changes in the posterior joints lead to

destruction and instability Similar changes in the disc result in herniation, internal

dis-ruption, and resorption Combined changes in posterior joint and disc can produce

entrapment of a spinal nerve in the lateral recess and/or central stenosis Changes at one

level often lead, over a period of years, to multilevel spondylosis and/or stenosis

Miller JA, Schmatz C, Schultz AB ( 1988) Lumbar disc degeneration: correlation with age,

sex, and spine level in 600 autopsy specimens Spine 13(2):173–8

This meta-analysis is based on data from 16 published reports Macroscopic disc

degen-eration grades were correlated with age, sex, and level in 600 lumbar discs from 273

cadavers (0 – 96 years of age) Male discs were significantly more degenerated than female

discs in the second, and fifth to seventh life decades L4/L5 and L3/L4 level discs showed

more degeneration than other levels Higher mechanical stress, perhaps combined with

longer nutritional pathways, may be responsible for the earlier degeneration of male

discs

Boos N, Weissbach S, Rohrbach H, Weiler C, Spratt KF, Nerlich AG ( 2002) 2002 Volvo

Award in Basic Science: Classification of age-related changes in lumbar intervertebral

discs Spine 27(23):2631–44

This paper provides a systematic semiquantitative assessment of age-related

morpho-logic changes in the intervertebral disc and cartilaginous endplate which is based on

20 250 histologic variables The study revealed significant temporospatial variations

with regard to presence and abundance of histologic disc alterations across levels,

regions, macroscopic degeneration grades and age groups The detailed analysis

resulted in a practicable and reliable histologic classification system for lumbar discs

which can serve as a morphologic reference framework The article provides clear

histo-logic evidence for the detrimental effect of a diminished blood supply to the

interverte-bral disc that appears to initiate disc tissue breakdown beginning in the first half of the

second life decade

Horner HA, Phil M, Urban JPG ( 2001) 2001 Volvo Award Winner in Basic Science: Effect

of nutrient supply on the viability of cells from the nucleus pulposus of the

interverte-bral disc Spine 26(23):2543–49

Nucleus pulposus cells were cultivated in a system where nutrient supply was dependent

on diffusion, therefore simulating the situation in the intervertebral disc It was found

that the cell density was dependent on nutrient supply and was inversely related to disc

thickness Oxygen supply was not necessary for cell viability but was needed for

proteog-lycan production Lack of glucose or low pH led to cell death suggesting nutrient

restric-tions contribute to disc degeneration

Roberts S, Urban JPG, Evans H, Eisenstein SM ( 1996) Transport properties of the human

cartilage endplate in relation to its composition and calcification Spine 21(4):415–20

Transport properties of solutes of different sizes and shapes were correlated with the

composition of the cartilage matrix The more hydrated the matrix, the easier solutes

were found to move Increasing contents of proteoglycan, collagen or calcification

resulted in greater restriction of solute movement This finding confirmed that

calcifica-tion of the cartilage endplate might have consequences for the nutrient supply to the disc

and therefore for the onset of disc degeneration

Weiler C, Nerlich AG, Zipperer J, Bachmeier BE, Boos N ( 2002) 2002 SSE Award in Basic

Science: Expression of major matrix metalloproteinases is associated with

interverte-bral disc degradation and resorption Eur Spine J 11(4):308–20

The role of matrix metalloproteinases (MMPs) in matrix degradation leading to disc

degeneration was investigated in 30 cross-sections of lumbar intervertebral discs from

cadavers (0 – 86 years of age) Expression of major MMPs was found to correlate with age

and the occurrence of signs of degeneration, i.e clefts and tears These data indicated that

major MMPs play an important role in matrix degradation that might lead to disc

degen-eration and possibly to the induction of low back pain

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Battie MC, Videman T, Gibbons LE, Fisher LD, Manninen H, Gill K ( 1995) 1995 Volvo Award

in Clinical Sciences Determinants of lumbar disc degeneration A study relating lifetime exposures and magnetic resonance findings in identical twins Spine 20(24):2601–12

Effects of lifetime exposure of 115 twin pairs to commonly suspected risk factors on disc degeneration were assessed by magnetic resonance imaging and their influence was com-pared to age and familial aggregation, reflecting genetic and shared environmental influ-ences The results of this study suggested that disc degeneration may be primarily explained by genetic influences, with environmental factors, widely suspected of acceler-ating disc degeneration, only having very modest effects

Adams MA, Freeman BJC, Morrison HP, Nelson IW, Dolan P ( 2000) Mechanical initia-tion of intervertebral disc degenerainitia-tion Spine 25(13):1625–36

It was investigated whether minor damage to a vertebral body can lead to progressive dis-ruption of the adjacent intervertebral disc After cadaveric lumbar motion segments were subjected to complex loading patterns to simulate typical activities, compressive damage

to the bony endplates was observed, altering the compressive stress distribution on the adjacent disc Further loading cycles resulted in progressive structural changes and dete-rioration of the adjacent discs

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Pathways of Spinal Pain

Heike E Künzel, Norbert Boos

Core Messages

✔ Chronic (persistent) pain has a high prevalence

in the general population and is predominately

felt as musculoskeletal pain

✔ A temporal classification of pain (i.e acute,

sub-acute, chronic) is arbitrary and does not reflect

the underlying mechanisms of pain

✔ Pain is better differentiated into nociceptive,

inflammatory, and neuropathic pain

✔ Neuropathic pain has lost its protective role

and is maladaptive

✔ The physiologic processes involved in pain can

be differentiated into transduction, conduction,

transmission, modulation, projection and

per-ception

✔ Nociceptive signals are modulated by various

excitatory and inhibitory mechanisms on their

pathways to the brain

✔ Genetic predisposition and biopsychosocial

fac-tors have a significant influence on pain

per-ception

✔ Pain pathways can undergo distinct alterations

as a result of peripheral tissue damage and

neural injuries (neuroplasticity)

✔ The neuroplasticity of the pain pathways can

be described in terms of peripheral sensitiza-tion, transcriptional changes in the dorsal root ganglion, central sensitization and disinhibition

✔ Persistent pain is not prolonged acute pain but

follows distinct alterations in the pain pathways

✔ Neuropathic pain is different from nociceptive

pain and results from primary damage or dis-ease of the peripheral or central nervous system

✔ Not all persistent pain is neuropathic The

clini-cal differentiation of persistent inflammatory and neuropathic pain, however, remains a chal-lenge

✔ Treatment of acute pain should be aggressive,

multimodal and preemptive to avoid pain per-sistence

✔ Adjuvant drugs (e.g antidepressants,

anticon-vulsants, anxiolytics) enhance the central effect

of analgesics and should be included for an adequate treatment of moderate to severe pain

✔ The scientific evidence for a long-term

effec-tiveness of surgical treatment of persistent spi-nal pain is lacking

Historical Background

Precartesian Theories

Pain remained enigmatic

in ancient times

Early civilizations provided a wide variety of explanations for pain and

attrib-uted it to factors such as religious influences of gods, the intrusion of magical

flu-ids, the frustration of desires and deficiency or excess in the circulation of Qi

[70] The relief of pain therefore was the task of shamans or priests, who used

herbs, rites, and ceremonies to alleviate pain The early Greeks gave more specific

explanations for pain [70] According to Plato (427 – 347A.D.), the heart and the

liver were the centers of appreciation of all the sensations, and pain arose not

only from peripheral sensation but as an emotional response in the soul, which

was located in the heart [70] Hippocrates assumed a wrong mixture of fluids to

be the cause of pain However, Galen of Pergamon (130 – 200A.D.) made the first

observations on the nervous system and the spine but still believed the so-called

“fluid doctrine” of Hippocrates (see Chapter 1 ).

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Cartesian Theory

Descartes first suggested

a pathway which transmits

noxious stimulus directly

to the brain

The French philosopher Ren´e Descartes (1596 – 1650) presented a dualistic view

of the human body and soul, i.e he assumed a separation of the mind and the

body The body was seen as a machine working according to the laws of nature and the “rational soul” was the “conductor of the orchestra” [70] With the sug-gested separation of the soul from the human body, an endless controversy arose about the mind-body relation which has been plaguing and intriguing philoso-phers and neuroscientists ever since [7] Descartes also proposed a simple path-way of the transmission of a noxious stimulus to the brain [22] However,

Descar-tes’ theory was only published after his death in the Trait´e de l’Homme [7]

Des-cartes gave a purely mechanical view of the involuntary withdrawal of a foot that comes into contact with a noxious stimulus: “the small rapidly moving particle of fire moves the skin of the affected spot causing a thin thread to be pulled This opens a small valve in the brain and through it animal spirits are sent down to the muscles which withdraw the foot” [22] After that it was believed for a long time that there was a one-to-one relationship between the amount of damage and the

perceived pain The theory of Descartes implies that a specific pain pathway

car-ries the message from a pain receptor in the skin to a pain center in the brain However, it has become apparently clear that pain cannot be alleviated by simply cutting this pathway On the contrary, a dissection of this pathway can even exac-erbate the pain [22].

Gate Control Theory

Neural “gates” transmit

or block nociceptive

transmission to the CNS

Major progress in our understanding of pain and its mechanisms followed the introduction of a new theory by Melzack and Wall in 1965 [77] The authors sug-gested a gate control system which modulates sensory input from the skin before

it evokes pain perception and response Accordingly, the substantia gelatinosa in the dorsal horn functions as a gate control system that modulates the afferent patterns before they influence the central transmission cells The afferent pattern

in the dorsal column system acts as a central control trigger which activates selective brain processes that influence the modulation properties of the gate control system The transmission cells activate neural mechanisms which com-promise the action system responsible for response and perception [77] This theory underwent multiple modifications and extensions throughout the follow-ing years Although it has been shown that specific elements of the gate control theory are invalid or too simplistic, the fundamental model remains Gates in the dorsal horn consisting of interneurons balance the level of sensory fiber activity and are influenced by descending brain signals This concept explains how pain can be felt with and without tissue damage and how psychological factors can influence pain [84].

Modern Pain Theories

Since the introduction of Melzack and Wall’s theory, most of the research has focused on two general processes that can control the pain gate [19], i.e.:

) the inhibitory mechanism

) the exhibitory mechanism

Pain has a morphological

and molecular correlate

Inhibitory neuronal circuits control nociceptive transmission in the spinal cord and act as gatekeepers suppressing undesirable inputs [19], while increased exci-tation can occur as a result of neural plasticity [130] In the last decade, intriguing progress has been made in dissecting out the molecular and cellular mechanisms

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