1.1 Introduction Nowadays, the most important socioeconomic problem is osteoporosis; its incidence increases steadily. The expression and the most severe complication of its senile form is the proximal femur fracture that contributes considerably to the mortality in old people due to preexisting diseases and to the complications resulting from confinement to bed. During the second half of the 20th century the average age of the population increased markedly while the incidence of hip fractures grew many times, particularly in industrialized countries. Although the age-specific incidence varies from country to country, a continued increase worldwide is expected during the first half of the 21st century. In Scandinavian countries every third or fourth hospital bed was occupied by these patients in the eighties; moreover, these patients spend yearly more days in hospital than cancer patients (Thorngren, 1991a). In spite of the fact that medicine and society spend ever increasing energy on prophylaxis and efficient therapy of osteoporosis, successes have been mainly limited to postmenopausal bone loss (Hofeldt, 1987; Nilsson, 1991; Poor, 1992). Consequently, we must expect in the future a rise in femoral neck fractures, necessitating a continuous development of therapeutic and surgical methods and rehabilitation. In the meantime, the treatment costs have also risen. These expenses have reached in Sweden levels reaching those for persons suffering from diabetes and hypertension (Borgquist et al, 1991; Thorngren, 1991b). In 1992 the care of a quarter million proximal femur fractures amounted in USAto 8.7 billion dollars; the expenses multiplied in instances of complications (Kyle et al, 1994). Diagnosis and surgery further increased the expenses caused by introduction of newer techniques (MRI, CT, DSA, image intensification) and a multitude of newer implants and instruments for internal fixation and joint replacement. Should the old patient be unable to return to his previous home, an expensive in-house rehabilitation is unavoidable (Holmberg and Thorngren, 1988). To alleviate this situation a proper treatment, avoidance of complications, lowering of the mortality rate, a speedy, effective and a socioeconomic restoration of quality of life become a priority for our society. Two types of proximal femoral fractures must be distinguished: femoral neck fractures and trochanteric fractures, although in principal they give rise to the same problems. The latter are characterized by a more severe course, a greater blood loss, a higher death rate and usually more general complications. The break itself does not cause problems; it even heals under conservative management (Lawton et al, 1981; Jakobssen and Stenstrom, 1984; Elmerson et al, 1986; Hedlund et al, 1987; Koval et al, 1996; Wirsing et al, 1996). For displaced femoral neck fractures, on the other hand, a healing can only be expected when the stability can be restored successfully during surgery. This does not present a problem in younger patient with a good bone stock; internal fixation is recognized worldwide as the treatment of choice in persons less than 60 years of age. As a stable fixation in older patients with porotic bones always present problems, a joint replacement is often the treatment of choice. Well-known orthopedic surgeons and traumatologists have recognized already decades ago: the optimal place for a viable femoral head is its replacement on the femoral neck (Dickson, 1953; Nicoll, 1963; Sarmiento, 1973). For this reason, research focused in many countries on the improvement of stability of internal fixation – in Hungary for economic reasons. The main question was: is it possible to obtain a stable fixation even in the presence of a porotic bone? Since comprehensive insurance coverage had been available in the past decades (reimbursement for prostheses and adequate rehabilitation) in the majority of industrialized countries,
no impetus for serious research in respect to a biologic
approach existed. Recently this situation has changed as health care providers make efforts to contain costs. The attainment of a stable internal fixation of a porotic bone with the least possible interference with blood flow and without putting too great a strain on the patient was the goal of our research endeavors, as presented in this book. We analyzed the bone structure of the elderly and the vascularization, the fracture types and the biomechanics. This led to the development of a set of implants allowing an adequate, stable internal fixation of fractures that range from undisplaced to severely comminuted and displaced fractures to trochanteric fractures. Up to the eighties our results were analyzed and published mostly using our own criteria. In 1990 we followed the call in the Acta Orthopedica Scandinavica for a Multicenter Hip Fracture Study (Editorial, Acta Orthop Scand, 1988; Thorngren et al, 1990; Thorngren, 1993; Kitamura et al, 1998; Tolo et al, 1999; Cserhati et al, 2002a; Partanen et al, 2002). On the international level this study represents an equivalent to the Swedish “Rikshoft” project that led to excellent results over many decades. In 1990, we treated 754 patients with recent hip fractures. Standard questionnaires containing details as to the initial care, the follow-up results after four months, one and five years, were analyzed with the help of a computer. We published the results in several scientific journals (Cserhati et al, 1992; Laczko et al, 1992; Laczko et al, 1993; Cserhati et al, 1997; Kazar et al, 1997; Cserhati et al, 2002a). In 1994, two members of our research team received a stipend to analyze our data at the Swedish institute responsible for the development of the study (University of Lund, Orthopedic Hospital). This excellent cooperation led to an invitation from Prof. Thorngren to join the SAHFE (Standardized Audit of Hip Fracture in Europe) sponsored by the European Union. We were one of the eight founding members and the only member from the former East block countries (Thorngren, 1998; Parker et al, 1998c; Cserhati et al, 2002b). The participants of this cooperation, at present including 16 countries, list in a standardized fashion their patients with hip fractures including their treatment. It is hoped that this wealth of material will allow to formulate the principles of optimal surgery and rehabilitation of femoral neck and trochanteric fractures currently still controversial (Cserhati et al, 2002b). The parameters of our patients who were treated with the cannulated screw since 1990 were prospectively documented using an adaptation of the multicenter study. In 1992, we presented our first results in Freiburg-Germany. In Hungary during a symposium at the University of Debrecen (1995) we reported together with several Hungarian departments our results and analyzed them. Since 1998 our surgical technique has also been introduced in other countries particularly at the Trauma Department of the Hannover Medical School, Germany (Fekete et al, 2000b; Fekete et al, 2000c; Bosch et al, 2001; Strauli et al, 2001; Bosch et al, 2002; Szita et al, 2002). Therefore we are confident that a comparison of our results with those of other authors will become possible. This will then be our contribution to the establishment of proper principles, indications and treatment of femoral neck fractures (Kazar et al, 1993b; Fekete et al, 1997b; Fekete et al, 2002; Szita et al, 2002).
1.2 Definition and frequency of hip fractures
1.2.1 Definition and basic concepts In the Anglo-American literature and in the colloquial language the fractures of the proximal femur are known as “hip fractures” on account of their frequency and their medical and socioeconomic impact. This term is imprecise and has therefore not been accepted in other languages. In the pertinent literature one finds terms such as proximal femur fractures, fractures of the upper third of the femur and femoral fractures close to the hip. Two major groups of hip fractures have been recognized in the pertinent literature and in trauma surgery. We distinguish between intracapsular (medial neck-) and extracapsular (lateral neckalso known as basal, as well as trochanteric and subtrochanteric) fractures (Figs. 1 and 2). An increasing number of researchers insist that in respect to mean age, degree of osteoporosis andgeneral condition a distinction must be made between the two fracture types in respect to the patient collective (Lawton et al, 1981; Hedlund et al, 1987; Karagas et al, 1996; Mautalen et al, 1996; Fox et al, 1999; Michaelsson et al, 1999; Huang et al, 2000). Moreover, the principle differences in the causes of the disease and the treatment (surgical techniques) justify a distinction between both groups as also accepted by the International Classification of Diseases (ICD). Moreover, an essential difference lies in the fact that the blood loss of the intracapsular fractures is minimal, that the fracture line in general lies inside the joint capsule, that the injured person tolerates the fracture better, that the patient can be operated immediately and that the incidence of early mortality is lower (Jakobssen and Stenstrom, 1984; Koval et al, 1996). On the other hand, the blood loss of extracapsular fracture, particularly for comminuted fractures, can be considerable given the great surface of exposed cancellous bone and the concomitant injury to surrounding blood vessels. These facts must be considered during treatment; they may play a role in the increased incidence of mortality. Further on, another definite difference is found in the fact that the blood supply to the femoral neck is at greater risk in intracapsular fractures (Manninger, 1963). The retinacular arteries and veins supplying the femoral head may tear or become incarcerated between the fragments. If these vessels are severely injured or if the decompression is not done in a timely fashion due to a delayed reduction, a partial or complete necrosis of the femoral head may result. The consequence is a nonunion or after consolidation a progressive deformity and later a collapse of the head resulting in a severe osteoarthritis. The displacement of the fracture and the intraarticular hematoma cause a compression of the thin-walled veins. Blood drainage can also be impaired or interrupted by the fracture itself. Therefore, an impaired drainage must be foremost expected as well as venous congestion in the femoral head and a consecutive increase in intraosseous pressure. This results in the death of osteocytes (Woodhouse, 1964; Arnoldi and Linderholm, 1969; Arnoldi et al, 1970; Arnoldi and Linderholm, 1972; Arnoldi and Linderholm, 1977). The intraosseous drainage and the blood supply can be improved by an early intervention/reduction that will also restore the retinacular venous circulation. Should the patient survive an extracapsular fracture, a consolidation can be expected in the majority of cases. Late circulatory damages are an exception. Obviously this influences the analysis of outcome. For fresh medial neck fractures an emergency intervention is the procedure of choice, hopefully restoring the vascularization of the head. For extracapsular fractures an early intervention after compensation of the blood loss is advisable as a blood loss in older patients constitutes a threatening situation. 1.2.2 Frequency of fractures – international and Hungarian data The hip fracture is an injury characteristic for older patients with osteoporosis. Its incidence depends on the age distribution of the population. The correlation is exponential as we could already show 40 years ago when we analyzed the age and sex distribution of 1000 patients with femoral neck fractures (Manninger et al, 1960). This trend was also confirmed by our later studies (Kazar et al, 1997) (Fig. 3). The epidemiology of this injury occupies an everincreasing place in the international literature. According to Scandinavian and American publications the incidence in industrialized countries has doubled between 1960 and 1985 (Nilsson and Obrant, 1978; Zetterberg and Anderson, 1979; Schroder et al, 1988; Jarnlo et al, 1989; Lutje et al, 1993). The explanation for this trend can be partially explained by the absolute increase in number of older patients. An increased incidence within the same age group has also been found, most probably due to changed life style with decreased physical activities. In Hungary the yearly incidence of hip fractures is 1:500 persons; in 1998 18435 fractures were registered (Huszar et al, 2000). This incidence is rather high in light of the fact that the mean age of both sexes lies below the European average. The average age of Hungarian patients with hip fracturesamounted to 78 years. Only 4–6% of patients with femoral neck fractures were younger than 50 years (Zetterberg et al, 1982; Manninger et al, 1984; Fekete et al, 2000a). In children and adolescents these fractures are even rarer; their complications constitute, however, a considerable long-term problem (Zolczer et al, 1972). International studies have shown an ethnic difference in the incidence of hip fractures (Solomon, 1968; Levine et al, 1970; Makin, 1987; Karlsson et al, 1993). The reason for a lower incidence in Japan in general and in USA and South Africa among the colored population can be sought in the greater physical activity of these groups. This view is confirmed by a Scandinavian study that showed a lower incidence in the rural than in city dwellers (Finsen and Benum, 1987; Mannius et al, 1987; Sernbo et al, 1988; Larsson et al, 1989). A geographic difference is also seen in the distribution of intra- and extracapsular fractures. In Northern Europe neck fractures are three times more frequent than trochanteric breaks. In USA and Western Europe the ratio is 1:1, whereas in Southern Europe and in Hungary trochanteric fractures are more frequent amounting to 3:5 (Alffram, 1964; Melton et al, 1982; Luthje, 1985; Rasmussen, 1990; Dretakis et al, 1992; Lee et al, 1993; Rowe et al, 1993; Kaastad et al, 1994; Hinton et al, 1995). More recent reports indicate that in Scandinavia the incidence of trochanteric fractures is increasing (Sernbo et al, 1997a; Rogmark et al, 1999) (Fig. 4). 1.2.3 Frequency of femoral neck fractures at the National Institute of Traumatology (Budapest) between 1940 and 2002 Since its foundation our Institute is foremost involved in the treatment of people from the capital. As the number of weekly admissions, the size of the area served and the number of beds have changed several times (the number of beds between 150 and 363), reliable epidemiologic conclusions of the yearly admissions cannot be drawn. Over a period of 60 years a marked increase in the number of femoral neck fractures has been registered (Fig. 5). During the first half of the forties mostly workrelated accidents were treated at the General Compensation Board Hospital. After WW II our activities expanded to the treatment of accidents and the number of beds increased to 200. Accordingly, the number of treated hip fractures increased. In 1957, the trauma department of the hospital in the Peterfy Sandor Street was opened, a fact that explains the temporary decrease in the number of injured patients. Thereafter the number of hip fractures increased again from year to year. At the end of the sixties it reached the present level. At the beginning of the seventies several new trauma departments were opened in Budapest (in the Csepel-, St. Johns-, Arpad- and Uzsoki-Hospitals). After a short lasting decline the number of our patients stabilized between 200 and 250. In 1978, the number decreased considerably but temporarily due to the forced relocation of our institute. But already at the beginning of the eighties we could treat in our 200 beds in the Baross Street building an average of 200 neck fractures. After return to our 363 bed institute we treat more than 300 femoral neck fractures yearly. The modification of our admission system introduced in Budapest in 1992 did not alter this number.