3.1.1. Intra-articular fragments and fractures
The presence of one or several intra-articular fragments regardless of their origin, either traumatic or, because of osteochondrosis (OC) (
Figure 9), requires their surgical removal in the vast majority of cases. Although the conservative management of certain osteochondral fragments due to OC, such as in the tibiotarsal or metacarpophalangeal joints, has been described and even recommended by some authors, a careful analysis of the literature, as well as the author's opinion, leads to a decision that favors surgical removal of these in those horses where significant athletic activity occurs or will occur [
23]. Additionally, and due to the equestrian market reluctancy to accept horses with presence of articular fragmentation in their transactions, the removal of fragments is also favored in young horses, although free of lameness, from 12 months of age onwards, or even younger if they present lameness or in cases with severe detachment of articular cartilage requires of reattachment techniques to preserve the articular surface. In young horses, particularly under one year of age, the surgeon must exercise extreme caution and not cause unnecessary damage during surgical debridement of the fragment, due to the fragility of the immature cartilage at that age. In those situations where the fragment has a traumatic origin, it is necessary to carefully evaluate the situation of the articular cartilage, since the surgeon will frequently find coexisting pathology such as erosions (
Figure 6), wear lines (
Figure 10) and degenerative changes possibly including the subchondral bone.
Osteochondral fragments of traumatic origin are commonly found in racehorses and those that by virtue of their athletic activity repeatedly load the articular edges, particularly the first phalanx and carpal bones [
24].
Another type of intra-articular fragmentation of traumatic origin can also occur, for example in the sesamoids or tibial plateau. Any joint fragment that produces symptoms and/or joint instability must be removed or, in the case of fragments larger than 6 mm and accessible, osteosynthesis may be another option and, depending on the case, even better if the removal of the fragment is associated with post-surgical joint instability due to its size. This is the situation with intra-articular fractures, which require osteosynthesis (
Figure 11) and intra-articular evaluation during their fixation to avoid joint incongruity, which is a great promoter of joint degeneration.
Although there is no verified information, it is considered that, like the human species, an incongruity of 2 mm is the maximum tolerated by a joint in order not to suffer a degenerative process [
25]. Therefore, high precision and arthroscopic monitoring are required during these procedures. Such is the case of intra-articular condylar fractures of the metacarpal or metatarsus (
Figure 12), carpal fractures, fractures of the third phalanx or of the proximal part of the tibia. The objective in these cases is to achieve 100% joint congruence and the surgeon must manipulate the fragments until this is achieved, for which arthroscopic monitoring is essential.
3.1.2. Articular surface restoration
Due to the poor results obtained through natural repair mechanisms, restoration of the articular surface by different techniques has been investigated in the past. These techniques include mosaicplasty, microfracture, use of stem cells and grafts or implants of different types [
26].
When the location (in load-bearing areas), the size and depth of the cartilage lesion prevent a repair by one of the three mechanisms mentioned in preceding section, several strategies have been developed, with varying degrees of success, to assist this process. The author recommends caution regarding the extrapolation of data from the human species, because the post-operative management that a horse requires in relation to the use of the affected limb is completely opposite to that used in the human species, since the horse needs immediate support of the operated limb, this being the main obstacle to be managed by the equine surgeon, and the main reason why these techniques have not been satisfactory in horses.
The initial clinical experiences in horses had sub-optimal results. Subsequently, better results have been documented with this technique, but these have not been replicated by other authors [
27].
Arthroscopic mosaic arthroplasty or mosaicplasty is commonly used in human surgery to repair large chondral defects by harvesting osteochondral grafts from non-weight-bearing areas and transplanting them to the affected site. This approach has been experimentally evaluated in the equine radiocarpal, metacarpophalangeal and femoropatellar joints [
28]. In one study, three osteochondral grafts were harvested arthroscopically from the femoropatellar joint and transplanted to the third carpal bone. Nine months after the operation, the osteochondral grafts in the third carpal bone had less proteoglycans, leaving the cartilage softer and less resistant compared to the surrounding cartilage. Six of 18 grafts had histological evidence of cartilage degeneration and it was suggested that the discrepancy in cartilage thickness as well as chondrocyte phenotypic expression between the donor and recipient sites was a major limitation to obtaining functional osteochondral integration [
28].
In another study osteochondral cylinder grafts were removed from the cranial surface of the medial femoral trochlea and implanted into defects in the bearing surface of the contralateral medial femoral condyle in five horses. After 12 months, 50% of the grafts had hyaline cartilage, while the other half had loss of glycosaminoglycans and transformation to fibrocartilage. During follow-up arthroscopy at 12 months, the transplanted areas appeared smooth and congruent, and radiologically there were no signs of osteoarthritis. Most donor sites were reconstructed with cancellous bone and covered with fibrocartilage, and 3 of 60 showed mild surface fibrillation. The discrepancy in articular surface geometry between the donor and recipient sites results in articular surface incongruity which in many cases is the major limitation to the success of this procedure [
28].
- 2.
Implantation of autologous chondrocytes implantation without (ACI) or with matrix (scaffold) support (MACI)
Although more than 100 years old, this technique, called ACI, has experienced a renaissance and represents the latest in articular surface restoration. To do this, the lesion is debrided with a synovial resector by arthroscopic approach and all the debrided articular cartilage residues are collected using an aspiration system with a filter connected to the resector. Once the process is finished, all the cartilage that has remained in the filter is mixed with a combination of platelet rich plasma and fibrin and with this mixture, of a rubbery consistency, the joint defect is filled and leveled with the rest of the articular surface [
29]. The Arthrex ® company markets a ready-made kit for the said process under the name of AutoCart ™. The advantages of this technique are extensive as cell differentiation is favored, implanting activated chondrocytes with their corresponding matrix and ready to proliferate in a favorable environment [
29]. The challenge, as always, is to prevent the immediate support required by the horse from destroying the construct made, generally in support areas. In the equine, autologous chondrocytes fixed with a periosteal flap and fibrin glue led to an overall improvement in histologic scores compared with nongrafted defects, but the repair tissue was not different in composition from the fibrocartilaginous repair and study had a short follow-up period of only 8 weeks when 8 months would be ideal [
30]. The combination of the ACI procedure with growth factors (IGF-1) and the use of genetic overexpression of IGF-1 and BMP-7 stimulated early repair within the cartilage defect, but in the long term the results were less significant [
31]. The use of MACI in horses has also been documented experimentally [
32], although both histological and biomechanical results have not been as spectacular as anticipated.
- 3.
Microfracture
Microfracture is a technique that has been routinely performed for almost two decades for full-thickness defects with an intact subchondral bone plate in horses. This process of making small entries into the subchondral bone plate through a specific instrument called a micropick (
Figure 13), has as objective to facilitate the access of blood elements such as stem cells and growth factors into the defect enhancing healing mostly through the extrinsic pathway.
Three basic research studies of microfracture in the horse in the medial femoral condyle and radial carpal bone have been conducted, but only one is a long-term (12-month) study [
33,
34,
35]. Lesions treated with microfracture showed more defect filling compared to other treatments in terms of the amount of tissue repaired. Histologically, the composition of the repair tissue, including the moderate presence of type 2 collagen, was not different between microfracture-treated and untreated (control) lesions. In none of these studies the functionality in terms of biomechanical resistance of the repaired tissue was evaluated [
33,
34,
35]. In addition, formation of intralesional osteophytes has been observed in equine studies in which chondral defects were treated with microfracture and bone marrow concentrate [
36]. Therefore, the decision to perform this technique remains at the discretion of the surgeon based on criteria such as location, thickness, and extension of the lesion. There is limited evidence that microfracture should be accepted as the gold standard for the treatment of cartilage injuries. However, the technical simplicity and low cost make microfracture a popular treatment for chondral and subchondral joint lesions not only in human but also equine patients.
- 4.
Use of mesenchymal stem cells (MSC)
Several studies in articular cartilage defect models using different constructs and approaches have investigated the effect of MSC without proof of real cartilage regeneration. These have included use of MSC as bone marrow concentrate (BMC) with and without microfracture and suspended in different orthobiologic products and at different follow up times [
37,
38,
39]. Due to the poor results obtained , the use of stem cells, either alone or in combination with other products, is currently not a technique that can be recommended to repair articular surface defects.
- 5.
Grafts
Apart from mosaicplasty and the AutoCart ® technique, the use of osteochondral grafts in horses in the form of allografts, biomaterial 3D printing or biphasic grafts has been done experimentally but currently there is not enough experimental development to consider its clinical use.
3.1.3. Chondromalacia -progression and decision making process
During the arthroscopic examination, the surgeon will encounter different types of visual representations of inflammation and chondromalacia, often part of a continuous process over time. Thus, this evolution leads to the following sequence of lesions on the articular surface from more incipient to more advanced [
7] :
Proliferation (hyperplasia and hypertrophy) and hyperemia of the synovial membrane (
Figure 14)
Loss of gloss of the articular surface (
Figure 1)
Discoloration of the articular surface
Softening of the articular surface (
Figure 2)
Thinning or hypertrophy of the cartilage
Wear lines on the articular surface (
Figure 10)
Articular surface fibrillation (
Figure 4)
Formation of small craters ( pitting ) on the articular surface
Chondral fissures of the articular surface
Partial erosion of the articular surface (
Figure 5)
Complete erosion – (damage of calcified layer) on the articular surface (
Figure 6)
Eburnation - If a full thickness erosion presents a smooth polished appearance exposing porous subchondral bone. (
Figure 15)
- 1.
Thermal chondroplasty
After an optimistic start of this technique, its deleterious effects on cartilage were demonstrated [
40], but more recently the development of radiofrequency probes with greater control of thermal energy seems to have given rise to this technique, which is used to debride the articular surface in cases of joint fibrillation [
41]. Currently, the author suggests caution when using thermal chondroplasty.
- 2.
Chondrectomy ( Debridement of the articular surface)
In joint surgery, less is often more. If the surgeon considers that the situation found cannot be improved, he should not proceed with any type of chondrectomy. As a rule, if the cartilage has good integration with the subchondral plate, regardless of its appearance, it should be left alone. However, if a separation and detachment of the cartilage from the subchondral plate is observed during palpation, a chondrectomy would be indicated in combination with microfacture .
- 3.
Microfracture (see above)
- 4.
Synovectomy and soft tissue debridement
One of the strategies to reduce the bacterial and inflammatory load is to perform a partial or total synovectomy. Synovectomy is performed with a synovial resector that must be sharp. Preferably, a tourniquet should be used because the procedure is associated with significant bleeding, making it difficult to visualize during surgery, especially in situations where there is severe inflammation. Synovectomy is not an innocuous process. It is irreversible and can take up to 120 days to restore, although the new synovial membrane will be made up of more fibrous tissue, which can lead to movement restrictions due to fibrosis [
42], leading to the decision to use this procedure partially when strictly necessary and not used indiscriminately due to its side effects. The presence of soft tissues such as ligaments and menisci will be found in the carpus and stifle. The surgical approach with the menisci has not changed in the last 15 years and the recommendation is to debride the affected area after proper evaluation. In the same way, both cruciate ligament injuries and meniscotibial or intercarpal ligament injuries must be debrided with the help of a synovial resector or even biopsy forceps that tend not to damage healthy tissue as much, although their use is more tedious for the surgeon. The recommendation is to always use fresh cutting material to avoid tearing unaffected ligamentous tissue.
3.1.4. Synovial Sepsis
The invasion of the synovial environment by infectious agents produces an inflammatory reaction that irreversibly damages the joint structures if action is not taken quickly and efficiently. In the equine species we can consider that most infectious agents are bacteria, however fungal infections have been previously described [
43]. The joint environment is characterized by the presence of a delicate homeostatic balance intended to produce the ideal conditions for joint function. The establishment of a synovial infection depends not only on the bacterial presence but also on the patient's immune response. The bacterial presence in a synovial structure in high numbers can overwhelm the defense capacity of the individual's immune system and produce an inflammatory response characterized by the massive influx and activation mainly of neutrophils. At the same time, the release of inflammatory mediators such as cytokines and enzymes from said neutrophils, synoviocytes, monocytes and macrophages that contribute to the degradation of the cartilage matrix and collagen and to the perpetuation of the degenerative process occurs. In the case of a joint, the components of the joint matrix, mainly glycosaminoglycans (GAG's), proteoglycans (PG's) and collagen can be rapidly destroyed. In experimental models, losses of up to 40% of GAG’s produced in the first 48 hours and up to 50% loss of collagen three weeks after the establishment of an infectious process have been documented. The magnitude of this degradation and loss of joint elements depends on the bacteria involved and the bacterial load. Given the regenerative inability of articular cartilage, the damage produced is irreversible. The inflammatory process gives rise to clinical signs within 12 hours of bacterial inoculation [
44]. Infectious arthritis should be considered as an emergency in veterinary practice. As such, once diagnosed, treatment must be instituted immediately, without waiting for the results of the microbiological culture, which can take an average of 48 hours. Early and aggressive treatment of these problems undoubtedly improves the patient's chances of recovery. The elimination of the agent causing inflammation as well as the inflammatory mediators and the attenuation of the immune response are the principles on which the treatment of these infectious processes must be based. Synovial lavage aims to:
Reduce intrasynovial bacterial load.
Eliminate fibrin accumulations that can harbor bacteria.
Drain the presence of inflammatory mediators and cellular waste products.
The use of the arthroscope allows observation of the interior of the synovial capsule and cartilage. In turn, it allows better access and facilitates washing of all areas inside the synovial structure. Fibrin clots can be removed by visualization and a synovectomy can be performed if indicated. This is especially true during the first synovial washout. To maximize results, use of the arthroscope is essential in infections longer than 3 to 5 days to effectively flush the joint and remove fibrin clots that cannot otherwise be drained. The volume of irrigation fluid depends on the volume of the synovial structure to be irrigated. Hence, a stifle requires more volume than a fetlock. Generally during an arthroscopic lavage to treat septic arthritis, a minimum of ten liters of fluid is used in any synovial structure. Regarding the type of fluid used, the use of Ringer's lactate is favored due to its similar characteristics to synovial fluid [
45].
3.1.5. Subchondral bone cysts
There is no universal treatment for this pathology and there are several therapeutic options with similar results from a clinical viewpoint[
46]. When deciding as to the optimal treatment option, the surgeon must consider the age of the horse, future athletic purpose as well as sale, chondral health, subchondral bone health, and the biomechanics of the combined bone-cartilage unit, which is mostly compressive. The principles of treatment of injuries to the articular surface apply in this situation, but bone regrowth remained a challenge until the development of the stabilization technique through the application of a screw through the cystic cavity [
47]. The purpose of the screw is to stabilize the bony vault that forms the cyst, thus allowing the body to receive the appropriate signals to mineralize [
47]. More recently, the use of resorbable screws of polylactic acid have given very good cosmetic and functional results without the need to remove the screw in a second surgery [
48]. The healing of the chondral defect continues to be a challenge for the surgeon depending on its extension and depth. The principles of chondral treatment must be applied in each joint considering the size, depth, and location of the lesion, taking into account that the absence of a healthy subchondral plate, where the cartilage can be supported similarly to a mattress and box spring, will lead to a collapse of the articular surface and a degenerative process. The use of intra-articular medication helps with the treatment of an inflammatory process, but it lacks effects to treat the structural problem that subchondral bone disappearance entails. Therefore, the surgeon's priority must be the simultaneous reconstruction of the bone scaffold and the articular surface, as well as the treatment of the existing inflammation. In cysts of the medial femoral condyle, the biomechanical environment is transformed by the presence of a screw that crosses the cystic cavity and its optimal use is in those cysts with a greater proximal-distal dimension (as a bishop's miter). Currently, the recommendation to treat subchondral cysts if the objective is it radiographic disappearance is the implantation of a PLA (polylactic acid) resorbable screw, simultaneously with an arthroscopic exploration to observe the articular surface. If the articular cartilage is detached from its bony anchorage, the recommendation is to debride the affected cartilage. Since the interior of the cystic cavity is replete with inflammatory mediators, the debridement of the interior lining of the cyst and/or intralesional treatment with corticosteroids is recommended [
49]. Other treatments can be successful in the short/medium term, especially in young horses if they eliminate the inflammatory process. The age of the horse is important and there is a higher percentage of success in horses under 3 years of age. Despite the different treatments, the percentage of success in the treatment of subchondral cysts remains between 70-80% of return to exercise [
46]. Unfortunately, we do not have data with very long-term follow-up (>5 years). Radiographic disappearance of the cyst occurs more frequently when the cyst is treated with the implantation of a screw [
48].