Blackwell Publishing Inc The Management of Pain From Collapse of Osteoporotic Vertebrae With Continuous Intrathecal Morphine Infusion ABSTRACT Objectives. Vertebral fractures are the most common consequences of severe osteoporosis. The chronic pain from collapse of osteoporotic vertebrae affects quality of life (QoL) and autonomy of patients. The management of pain with oral or transdermal opiates can cause severe side-effects. Continuous intrathecal administration of morphine through an implantable pump might represent an alternative therapy to conventional oral or transdermal administration of opioids and has some advantages and disadvantages for pain relief and improvement in QoL when compared to conventional opioid delivery. It is our objective to report our experience using intrathecal delivery of analgesics in a population of patients with refractory pain due to vertebral fractures. Materials and Methods. In 24 patients, refractory to conventional delivery of opioids, we used intrathecal analgesic therapy. To test for efficacy and improvement in QoL, we administered the visual analog scale (VAS) for pain and the Quality of Life Questionnaire of the European Foundation for Osteoporosis (QUALEFFO). Before patients were selected for pump implantation, an intraspinal drug delivery trial was performed to monitor side-effects and responses to intrathecal therapy. Results. Significant pain relief was obtained in all implanted patients. Using the QUALEFFO, we observed significant improvement of all variables such as QDL (quality of daily life), DW (domestic work), ambulation, and PHS (perception of health status), before and after one year after pump implantation. With intrathecal morphine infusion, none of the 24 patients required additional systemic analgesic medication. The mean morphine dose during the spinal trial was 11.28 mg/day, 7.92 mg/day at pump implantation, and 16.32 mg/day at one-year follow-up. Conclusions. Our results show that intrathecal administration of morphine efficiently relieves the symptoms of pain and improves QoL. Continuous intrathecal administration of morphine appears to be an alternative therapy to conventional analgesic drug delivery and has advantages in those patients who have severe side-effects with systemic administration of analgesics. KEY WORDS: Continuous intrathecal morphine infusion, osteoporosis, vertebral fracture. Introduction Osteoporosis is a metabolic disease of bone tissue characterized by the reduction of bone mass. The Consensus Conference of Hong Kong, in 1993, defined osteoporosis as systemic pathology of the skeleton with reduction of bone mass and microstructural deterioration of bone tissue, resulting in increased bone fragility and risk of fracture (1). According to the World Health Organization, osteoporosis is a reduction of the bone density mass (BDM). With osteoporosis, bone density scans show a reduction (T-Score-2.5) of at least one standard deviation (SD) when compared to the average value of the bone density of a young healthy individual, used as a reference. This reduction corresponds to a loss of 25–40% of bone mass (2). Osteoporosis occurs as either a primary pathology or secondary to other pathologies (3). The risk of primary osteoporosis increases with age. Peak bone mass density is reached at age of 20– 30 years, and, by middle age, bone mass starts to slowly decrease by 1% per year. Vertebral loss of bone has a different pattern and different speed of deterioration. Deterioration starts at the age of 20 years and continues steadily at a speed of up to 7% every 10 years in women and less than 2%, per decade, in men (4,5). Vertebral fracture is the most common consequence of osteoporosis (6). The incidence of vertebral fractures is 5% in women at age of 50 years with a frequency of 0.5% per year, 25% in women at age of 80 years with a frequency of 3% per year, and 64.3% in both sexes at the age of 90 years (7,8). Vertebral fractures are mostly localized at the thoracic level around T8 and at the thoraco-lumbar junction T12–L1. These are the most critical areas from a biomechanical view point because the paravertebral muscles at those levels are not capable of sustaining the weight increase that is common with age (9). Changes in vertebral shape due to osteoporosis are classified into three groups: wedge deformities, compression fractures, and biconcave or fish deformities. Wedge fractures are often situated in the central to lower part of the spine, biconcave deformities in the lumbar vertebral bodies, and compression fractures in the lower part of the thoracic spine (10). Very intense acute pain of vertebral fracture, responsive to analgesic therapy or vertebroplastic and kyphoplastic interventions, is only reported in 25–30% of cases (11,12) and is of short duration, lasting between six and ten weeks. It is now well-established that the frequency of new vertebral fractures is four to seven times higher within 6–18 months in persons with a pre-existing vertebral fracture when compared to persons without pre-existing vertebral fracture. This risk is independent of the bone density (13,14). The pain due to vertebral fracture becomes chronic within four years (15,16) Repeated vertebral fractures are responsible for chronic pain. Chronic pain from these fractures is not only of bone origin but also it is due to stretching of muscles, tendons, and ligaments and due to arthritis of the articular surface. The arthritis of the articular surfaces is responsible for postural and anatomical modifications that can, later, be the cause of a secondary arthrosis (17). Often vertebral fractures are associated with increased general morbidity, decrease of psychomotor ability, disability, and loss of personal autonomy (17–19). New molecules for therapy of osteoporosis such as diphosphonates and raloxifene are able to improve the density and quality of bone, but are not analgesic for persons with fracture. The treatment of chronic pain due to vertebral fracture is difficult and might require the use of systemic opioid analgesics (20), but the administration of these analgesics is associated with side-effects in some individuals (21). In addition, osteoporosis is a disease of older people and is often associated with other chronic comorbidities such as arthrosis, arterial hypertension, diabetes, coronary artery disease, neurologic diseases, and respiratory diseases. Therefore, pharmacologic interactions can be problematic in this older population (22,23). Gastrointestinal and renal toxicity of anti-inflammatory therapies is well documented (24). The use of calcitonin can result in nausea, vomiting, flushing, and dizziness (25). The management of pain with opioids for vertebral fractures reveals rapid amelioration of pain and improved mobility (20). Transdermal fentanyl is useful for the treatment of severe back pain caused by osteoporosis, but 20% of patients suffer from adverse events, most commonly nausea, vomiting, or dizziness (26). In this article, we discuss our treatment of refractory chronic pain due to vertebral fractures with implantation of drug delivery pumps for the intrathecal infusion of morphine in patients who do not tolerate systemic opioids because of severe side-effects and, in whom, vertebroplasty or kyphoplasty are not indicated. Material and Methods Patients We treated 24 patients, 19 women and 5 men, with an average age of 74.3 years. Our inclusion criteria in this study were: • advanced osteoporosis without recent vertebral fracture; • visual analog scale (VAS) for pain > seven after three months of noninvasive therapies; • VAS > seven after one month of oral and transdermal administration of opioids; • severe side-effects to systemic opioids such as vomiting, itching, constipation, or urinary retention, all resistant to pharmacological therapy; and • absence of psychologic barriers to success and/ or drug addictions. A positive response to a trial for intrathecal delivery of opioid, a response of > 50% improvement in the VAS, performed by insertion of an externalized spinal catheter for the intrathecal administration of morphine, was necessary before implantation of a permanent system, including an intrathecal catheter and pump. All patients were diagnosed with advanced osteoporosis resulting in severe pain. Evaluations At first visit, all patients underwent magnetic resonance imaging to evaluate and stage the level of vertebral fractures to aid in patient selection for a trial of intrathecal therapy. History and physical examinations were performed to correlate location of pain with the level of the fractures and to collect data on side-effects of pharmacologic treatment. At this visit, we administered a VAS (27) and the Quality of Life Questionnaire of the European Foundation for Osteoporosis (QUALEFFO) (28), which is specific for quality of life (QoL) issues in this group of patients. With QUALEFFO, patients are asked to answer 30 questions about their pain (duration, frequency, intensity, pharmacologic treatment), daily activities (washing, dressing, sleeping), domestic works (cooking, cleaning, shopping), ambulation (going up stairs, walking for 100 m, bending on one’s knees, bending at the trunk), and general perception of health (report of own health conditions). Each answer is tied to a score ranging between 1 and 5. The minimum sum of each score is 30, which is indicative of a good health status. The maximum sum of each score is 150, which is indicative of poor health. The relevance of QUALEFFO has been validated in a multicentered study performed in seven countries (28). To obtain statistical data, the VAS was administered before, during, and at end of trial for intrathecal therapy, after pump implantation, and at one-year follow-up. The QUALEFFO was administered before the trial, after pump implantation, and one year after pump implantation. Intrathecal Trial One week after the initial visit, we started the trial of intrathecal morphine. Before this trial, in patients treated with oral morphine, the oral dose was reduced by 50%. The continuous, initial infusion dose of morphine was 0.5–1 mg in 24 hours using an intrathecal infusion via an externalized catheter. During the first three days of the trial, all patients were hospitalized. The oral administration of morphine was gradually tapered and the infusion dose was increased by 1 mg/day until the VAS was reduced by, at least, 50%. At day 3, after the initiation of this trial, patients were discharged. At the sixth day from the beginning of the trial, all patients returned to the pain unit for trial follow-up. We considered the trial over when the VAS score was reduced by 50% and the dose reducing the pain by 50% was stable for at least three days. Data collected during the trial included morphine dosing and the development of side-effects, if any (Table 1). Nausea, vomiting, itching, and/or constipation were treated with antiemetics, antihistaminics, and laxatives, respectively. Our screening trials had the following objectives: • to monitor and report, in the clinical record, all patient side-effects of therapy such as nausea, vomiting, itching, sleepiness, constipation, and/ or urinary retention; • to determine initial dose requirements; • to establish the appropriateness of therapy; • to daily monitor pain relief, if any, using a VAS for pain; and • to monitor functional scores using the QUALEFFO questionnaire, administered before the trial, after pump implantation, and at oneyear follow-up. The delivery system used for this study was a constant-flow Archimedes infusion pump designed for the continuous intrathecal delivery of analgesic medications (Codman, Johnson & Johnson, Raynham, MA, USA). These titanium pumps utilize a butane drive-medium that creates a specific pressure at normal body temperature and above and places a constant pressure on the exterior surface of the reservoir. The flow infusion of the system that we used was 0.5 mL/24 hours and the reservoir capacity was 20 mL. In those patients having successfully passed the intrathecal trial, once the pump was implanted, the initial morphine daily dose was reduced by 20% when compared to the dose at trial, QUALEFFO, side-effects, and morphine doses were reviewed and recorded (). After three to five days, the morphine dose was increased to the dose at the end of the trial. At one year from pump implantation, data from the VAS, QUALEFFO, and morphine dosing were collected () Statistical Analysis Statistical processing (i.e., comparisons between the variable levels, recorded at different intervals, performed by means of a paired nonparametric procedure [Wilcoxon]), was implemented using the statistical package StatGraphics version 4.0 (STSC Inc., Rockville, MD, USA). If not otherwise specified an (I type) error level less than 5% was deemed significant. Results We treated 24 patients between the ages of 67 and 83 years, average age 74.3 years, with intrathecal infusion of morphine via an implanted, nonprogrammable pump. All patients were diagnosed with chronic pain due to vertebral collapse secondary to advanced osteoporosis. Prior to implant, all patients were treated conservatively with the systemic delivery of analgesic drugs: five patients were treated with transdermal fentanyl, 50 g/hour; five patients were treated with codeine 90 mg/day and paracetamol 1500 mg/day; five patients were treated with oral morphine, 60 mg/day; two patients were treated with epidural morphine, 2 mg/day; four patients were treated with tramadol, 200 mg/day; and three patients were treated with ketorolac 60 mg/day and oral morphine 50 mg/day (Table 2). Side-effects of systemic opioids, in our population, included itching in 12.5% of patients, vomiting in 33.3% of patients, urinary retention in 8.3% of patients, and sleepiness in 4.1% of patients. The mean VAS value before trial was 8.7 cm. After pump implant, the mean VAS score was 3.6 cm and after one year, 1.9 cm. The mean functional score (QUALEFFO) before trial was 114.7. After pump implant, the mean QUALEFFO score had fallen to 92.1, and, after one year, the mean QUALEFFO score fell to 79.1 (Table 2). The mean morphine dose, at trial, was 0.47 mg/ hour, which corresponded to a mean VAS value of 3.7. The mean morphine dose used at pump implant was 0.33 mg/hour and the mean morphine dose after one year from the pump implantation was 0.68 mg/hour (Table 1). Side-effects reported during the trial included vomiting in five patients and itching in three patients that were treated successfully with antiemetics and antihistaminics, respectively. After pump implantation, nausea occurred in only three patients. There was a wound infection in one case that required antibiotic therapy; in another case, there was delayed healing. In two patients, catheter dislocation necessitated reinsertion of the catheter. No patients required additional oral/transdermal dose of analgesics. Statistical Results The comparison of QUALEFFO variables and VAS values before the screening test and one year from pump implantation shows high statistical differences (Table 3). Discussion It is estimated that the severity of osteoporosis and its clinical consequences such as pathologic fractures will increase fourfold in the next halfcentury because of the increase in worldwide population and longevity of these populations (29). The majority of patients with vertebral fractures respond favorably to traditional treatment; however, there are some patients who fail conservative therapy and suffer from prolonged pain and immobility (29). The chronic pain due to osteoporotic vertebral collapse has severely negative social and economic effects. Intrathecal administration of opioids represents a reasonable, albeit, expensive alternative opioid therapy in patients not responding to traditional therapy and has advantages when compared to systemic administration (i.e., less dosing and less systemic side-effects). Intrathecal administration of morphine gives a lower incidence of dependence, tolerance, and side-effects when compared to systemic administration (30–32). Side-effects of intrathecal administration of opioids can be prevented by starting the treatment with lower doses and by increasing it gradually and administering adjuvant medications, such as bupivacaine or clonidine (33,34). The loss of bone mass related to age is due to genetic as well as environmental factors (35). In postmenopausal women, there is an accelerated bone turnover with increased demineralization (36). From the age of 70 years on, senile osteoporosis may occur, involving men, as well (37). The most important etiologic factors in senile osteoporosis are deficit of calcium and vitamin D, sedentary lifestyle, and drop in gonad function in both sexes (38). Therefore, osteoporosis is pathology of advanced aging, which affects both QoL and autonomy of affected individuals, especially in the presence of fractures and vertebral compression (15,39). Only one vertebral fracture is sufficient to increase the risk of severe dorsal chronic pain in a patient (40), and this risk increases exponentially with the number of collapsed vertebrae (41,42). Several recent case series (43–45) have reported significant pain relief with percutaneous vertebroplasty (PVP) in as many as 90% of cases of osteoporotic vertebral compression fractures. The mechanism of pain relief from PVP remains uncertain; however, stabilization of microfractures, vascular, and chemical factors have been proposed as mechanisms (46). Although, subjective failure of conservative therapy is generally an indication for the procedure, the time from fracture to PVP ranges from two weeks to at least several months (47). Some authors have suggested that PVP is effective in reducing analgesic requirement, but this effect is slightly blunted in patients who require opioids before the procedure and in those who have older fractures (47). In our study population, patients that qualified for PVP had lack of efficacy to oral and/or transdermal opiates or had severe side-effects to the systemic administration of opioids. Moreover, the presence of radiologic signs for old vertebral fractures was not an indication for vertebroplasty. Potential documented clinical complications of PVP include infections, bleeding, back pain, rib fracture, pulmonary embolism, pneumothorax from punctured lung, fever, optic neuritis, and various other neurologic complications (48,49). Kyphoplasty is suggested by many authors to improve, either vertebral body height or kiphosis and pain in patients with recent vertebral fractures (50). Some studies on kyphoplasty show an immediate significant improvement in pain but no improvement in QoL at two-year follow-up (51,52). A recent review of side-effects of kyphoplasty shows a great number of severe complications (49). In our study changes in intrathecal doses were based on pain reporting of our patients. In general the mean morphine dose during the trial was 11.28 mg/day. At pump implantation, the mean morphine dose was 7.92 mg/day and, after oneyear follow-up, the dose was 16.32 mg/day. In our series, the morphine dose for the greater number of patients with nonmalignant pain needed to be increased over the duration of follow-up to maintain adequate pain control. Yaksh and Onofrio (53) observed a similar time-dependent dose escalation in malignant pain. This escalation of dosing was in contrast to Winkelmuller and Winkelmuller’s observation that doubling of the initial dose occurred in only 27% of their patients (54). In our results, the average intrathecal dose of 16.32 mg/day, at one-year follow-up, was comparable to the 13.19 mg/day reported by Paice (55), where malignant pain and non-cancer pain patients had similar doses, except for the initial dose, which was higher in malignant pain patients. In our results, the mean percentage pain relief was 68%. In Paice’s (55) retrospective, multicenter study, the mean percentage pain relief was 61% in patients with malignant and noncancer- related pain. They observed that patients with somatic pain, as in our study, tended to have greater relief of pain with intrathecal therapy, than did patients with other types of pain. Pharmacologic complications were common immediately after the initiation of therapy, but for the most part resolved with standard medical management, during the first three months. The most persistent complication was nausea, found in 12% of our patients. In our study, unlike those reported in younger patients (55–57), there were no reports of sexual disturbances, such as loss of libido and amenorrhea. Our results confirmed those of previous reports that intrathecal morphine can be administered long-term without serious pharmacologic complications (58). Our results indicated that the functional score for QoL (QUALEFFO) tended to improve after the initiation of intrathecal therapy and tended to remain improved for at least 12 months. Similarly, Winkelmuller and Winkelmuller (54), in a recent retrospective review of 120 patients, reported that 81% of their patients experienced global improvement in QoL with chronic intrathecal morphine infusion at follow-up ranging from six months to six years. Finally, in terms of device safety, previous reports of chronic intrathecal delivery with a totally implanted infusion system have been generally good and the incidence of complications experienced in the present study was in agreement with those of earlier studies (54,59,60). Most devicerelated complications were associated with the implanted intrathecal catheter, especially migration of the catheter from the intrathecal space, and cerebrospinal fluid leakage. In one case, a wound infection developed and was treated successfully with intravenous antibiotics, without pump removal. In this series, all patients were able to control their pain with intrathecal opioid therapy alone. The use of opioids given systemically, orally or transdermally, can control pain, but is associated with severe physical and psychologic side-effects in some individuals (61). Intrathecal administration of opioids should be used in those patients who have failed conventional delivery of opioids according to the analgesic ladder as described by the World Health Organization analgesic guidelines (62–64). Morphine is the most commonly used opioid administered into the subarachnoid (intrathecal) space (65,66), and it is the most commonly selected drug for trial initiation (67). Intrathecal administration of morphine is 100 and 300 times more effective when compared to intravenous and oral administration, respectively, and 10 times more efficient when compared to epidural administration (32). The intrathecal administration of morphine has pharmacokinetic and pharmacodynamic advantages, reducing the incidence of side-effects and producing relief of pain at substantially lower doses (68,69). This effect of intrathecal morphine, a μ-receptor agonist, is related to the presence of μ receptors in the dorsal horn of the gray matter of the spinal cord, its high hydrophilia and low lipophilia, and the high affinity of morphine to these receptors (70). Conclusions With intrathecal therapy, as shown by this study, patients do derive relief from pain and regain a good QoL. In our experience, complications and side-effects related to pump implantation and continuous infusions for at least one year were minor and transient. It is our belief based on this evaluation that the intrathecal administration of opioids should be considered as another resource for patients with osteoporotic vertebral fracture and pain when all traditional treatments have failed or if traditional treatments are inadequate after a reasonable period of trial time. References 1. Consensus Development Conference. Diagnosis, prophilaxis and treatment of osteoporosis. Am J Med 1993;94:646–650. 2. 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