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Metal Is Not Inert - Role of Metal Ions Released by Biocorrosion in Aseptic Loosening-Current Concepts
Metal Is Not Inert - Role of Metal Ions Released by Biocorrosion in Aseptic Loosening-Current Concepts
Abstract: Metal implants are essential therapeutic tools blood circulation. Additionally, this article reviews the
for the treatment of bone fractures and joint replacements. effects of the released ions on bone metabolism and the
The metals and metal alloys used in contemporary ortho- immune system and discusses their involvement in the
pedic and trauma surgery are well tolerated by the major- pathophysiological mechanisms of aseptic loosening
ity of patients. However, complications resulting from and metal hypersensitivity in patients with metal implants.
inflammatory and immune reactions to metal implants Ó 2009 Wiley Periodicals, Inc. J Biomed Mater Res 91A:
have been well documented. This review briefly discusses 1252–1262, 2009
the different mechanisms of metal implant corrosion in the
human body, which lead to the release of significant levels Key words: metal implants; biocorrosion; metal ions; asep-
of metal ions into the peri-implant tissues and the systemic tic loosening; immunoreactivity
retrieved capsular and periprosthetic tissues, as well metal ions released by biocorrosion from the most
as in distant organs (liver, spleen, and lymph nodes) commonly used metallic biomaterials in contempo-
and body fluids (serum and urine) in total hip rary bone surgery.
arthroplasty patients.18–21 Implants used for osteo-
synthesis have to withstand completely different
forces than implants used for joint replacements. BIOCORROSION
Thus, large implant-derived particles (in the nano-
meter range) are produced exclusively by the To date, it is well recognized that corrosion of me-
mechanical wear process in articular coupling of tallic materials implanted in the human body is an
prostheses and are not present in patients with inevitable deteriorating reaction leading to the
osteosynthesis implants. However, both osteosynthe- release of undesirable metal ions/corrosion prod-
sis and joint replacement implants are exposed to ucts, which are not biocompatible. In the chemist’s
biological activity and electrochemical processes. view, corrosion is the visible destruction of a metal
A wide range of molecular and cellular interplays caused by interactions with its environment, which
have been demonstrated between the released biocor- may cause rupture of a structure or loss of function,
rosion products and the human organism, involving for example, breakage of an orthopedic implant. This
the immune and skeletal system. There is increasing aspect is no longer important for modern metals/
clinical and research-based evidence that a relevant alloys in surgery as material loss due to any corro-
percentage of patients with metal implants may de- sive attack is minimal and does not usually compro-
velop metal hypersensitivity and severe inflamma- mise the stability of the implant.17,37 However, de-
tory side effects, leading to aseptic loosening of the spite the great progress in providing corrosion resist-
implant and even systemic reactions.22–25 The phago- ant metallic biomaterials, in a physiological
cytosis of metal wear particles by tissue macrophages environment corrosion remains a slow and continu-
induces production of proinflammatory cytokines ous process, which leads to the release of significant
that enhance osteolytic activity at the implant-bone amounts of metal ions and other corrosion products.
interface.23,26–28 This mechanism has been thoroughly For instance, the corrosion of a stainless steel
investigated and is beyond the scope of this review. implant releases Fe, Cr, and Ni ions; corrosion of ti-
Although many studies have investigated the role of tanium and titanium alloys release titanium (mostly
metal wear particles in osteoclastogenesis and aseptic at the Ti(IV) oxidation state), vanadium and alumi-
loosening, little is known about the direct effects of num ions.38–50 Dissolved metal ions can accumulate
metal ions released by biocorrosion. At the bone- in the tissue, surrounding metal implants or can be
metal interface, metal ions may directly interact with released into the systemic blood circulation and
bone cells contributing to aseptic loosening by accel- transported to distal organs.18–21 Indeed, significantly
erating osteoclastic bone resorption and/or inhibiting higher concentrations of metal ions have been
the function of osteoblasts. Various studies have observed in the body fluids of patients with stainless
demonstrated that nontoxic concentrations of metal steel implants 10–13 years after primary hip arthro-
ions affect the differentiation and function of osteo- plasty when compared with individuals without
blastic cells in vitro.29,30 We have previously demon- implants. This included concentrations of Ni in
strated that metal ions (such as titanium) directly blood of 0.51 lg/L, in plasma of 0.26 lg/L, and
induce the differentiation of osteoclast precursors to- in urine of 2.26 lg/L, and plasma Cr levels of
ward mature osteoclasts capable of effective bone 0.19 lg/L.14 Similarly, Ti concentrations of 135.57
resorption.31 Furthermore, once released into the sys- lg/L were measured in patients with Ti-6Al-4V total
temic blood circulation, the metal ions bind to serum knee replacements after 57 months.51 The amount of
proteins and form haptens or hapten-like complexes, metal ions released depends on the quality of the
which are considered to be relevant antigens recog- surgical procedure and on the function of the
nized by T-lymphocytes and candidates for eliciting implant. Leopold et al. measured a threefold increase
hypersensitivity reactions.19,32 Exposed to metal–pro- in Ti levels in patients with well-functioning Ti-alloy
tein complexes, T-lymphocytes proliferate and differ- joint replacements, while patients with failed
entiate to produce soluble factors such as interleukin implants showed as much as a 50-fold increase in se-
(IL)-6, IL-1a/b, and tumor necrosis factor-alpha rum concentrations when compared with individuals
(TNF-a) that trigger a particular immune response without implants.52 A further study reported 1 lg/
and activate osteoclastogenesis.33–35 The extent of this L of Ti in serum of patients with stable prosthesis;
immune response upon implantation of metallic however, the concentrations increased up to 4 lg/L
devices depends predominantly on the individual in the case of failed implants.53 In a physiological
immune reactivity and on material characteristics.36 environment, metallic biomaterials undergo corro-
This article reviews the close relationship between sion through a variety of mechanisms. Extensive
bone cell metabolism, the immune system, and the research has been carried out to understand the
Physiochemical corrosion
mature osteoclasts in culture.65–67 It is likely that the by increasing the expression of RANK-L and M-CSF
increased recruitment of osteoclast precursors is due by osteoblasts, which in turn, directly drives osteo-
to increased production of chemotactic cytokines clastogenesis through a mechanism involving cell-to-
induced by wear particles, and metal ions released cell contact.88 The latter is part of the coupling
by biocorrosion. In fact, more recently, particulate between bone resorption and formation, which is
wear debris (predominantly polyethylene) has been essential not only during bone growth but also dur-
shown to induce chemokine expression in macro- ing bone remodeling and fracture healing. In addi-
phages, fibroblasts, and osteoblasts, including IL-8, tion to activated macrophages exposed to wear par-
monocyte chemoattractant protein-1, macrophage ticles, the potential role of metal ions released by
inflammatory protein 1, and eotaxin.68–71 Human biocorrosion from the implant surface must also be
in vitro experiments by our group have shown that considered. We have shown that titanium ions
titanium ions enhance the synthesis and secretion of directly induce the differentiation of osteoclast pre-
CCL17/TARC (thymus and activation-regulated cursors toward mature osteoclasts in 20% of indi-
chemokine) and CCL22/MDC (macrophage-derived viduals.31 These results suggest that Ti(IV) may dis-
chemokine) in mature osteoclasts.72 Most importantly, connect the osteoclast function from the osteoblastic
recent studies have demonstrated that osteoclasts also control mechanisms, while still exhibiting relevant
express CCL22 upon activation by RANK-L.73,74 bone resorbing capacity. In summary, the studies
Taken together, these studies lead to the conclusion discussed in the previous sections demonstrate that
that recruitment of osteoclast precursors is an impor- metal wear and ions induce increased differentiation
tant mechanism by which wear particles and possibly and activation of osteoclast precursors leading to a
metal ions stimulate osteolysis in patients with ortho- large number of mature osteoclasts able to effectively
pedic implants. resorb the bone surrounding metal implants, but
Osteoclasts are formed by the fusion of bone mar- also potentially enhance biocorrosion of the implant,
row-derived mononuclear precursors, which circu- resulting in more ion release and the development
late in the CD14þ monocyte fraction of peripheral of a vicious cycle.
blood.75 Osteoclastic differentiation from hematopoi- In addition to an enhanced recruitment and func-
etic and circulating monocytes is a multistep event tional maturation of osteoclast precursors, it is also
that occurs in the presence of macrophage-colony- reasonable to assume that cytokines released in
stimulating factor (M-CSF) and the receptor activator response to biocorrosion products increase osteoclast
of NF-jB ligand (RANK-L) (expressed by osteoblasts survival. This hypothesis is supported by studies
and other bone-related stromal cells). The process showing that several bone resorptive cytokines
includes precursor proliferation, commitment to the increase osteoclast survival.89,90 For example, IL-1
osteoclast lineage, expression of osteoclast specific increases osteoclast survival by activating RANK
genes such as tartrate-resistant acid phosphatase and thereby inhibiting apoptosis.91 Greenfield et al.
(TRAP), and finally fusion into multinucleated giant found that conditioned media from marrow cells
cells.76 Several studies have shown, in both animal incubated with titanium particles slightly increased
and human in vitro models, that periprosthetic oste- osteoclast survival.77 Results from our group exhib-
olysis is primarily driven by an increased osteoclas- ited an increased expression of IL-1 in the superna-
tic differentiation and activity.26,77–80 A similar tant of osteoclast cultured on surgical stainless steel
increased presence of mature osteoclasts has been and titanium foils.15 The previous studies along
reported in patients with aseptic loosening.81 In with our results suggest that increased osteoclast
addition, synovial fluid of patients with loose survival may further enhance the complex pathome-
implants contains elevated levels of TRAP, presum- chanism of increased osteolysis in the cases of asep-
ably due to secretion of this enzyme by the increased tic loosening.
number of osteoclasts.82,83 It is well recognized that While the aforementioned studies have mostly
phagocytosis of metallic wear particles by macro- examined the bone-resorption limb of the patho-
phages induces their activation, producing mediators physiological mechanisms of aseptic loosening, more
that enhance osteoclast formation.27 The release of recent investigations have focused on the effects of
proinflammatory cytokines, including TNF-a, IL-6, biocorrosion products on bone formation. Investiga-
and IL-1a/b by activated macrophages has been tions have demonstrated that titanium wear particles
recognized as one of the primary cellular mecha- inhibit the expression of the osteoblastic genes that
nisms responsible for increased osteoclast differentia- code for collagen type-I and type-III.92 Other studies
tion.84–86 These cytokines act synergistically enhanc- have revealed that nontoxic concentrations of metal
ing differentiation of osteoclast precursors into ions affect the differentiation and function of osteo-
mature osteoclasts able to efficiently resorb the peri- blastic cells in vitro.29,30 Consequently, enhanced bio-
implant bone.87,88 TNF-a acts directly on osteoclast corrosion and metal ion release may well have a
precursors, whereas IL-6 and IL-1a/b act indirectly negative effect on osteoblastic functions, resulting in
reduced peri-implant bone formation and eventually rash over a stainless steel fracture plate.108 Besides
increasing implant loosening. the clinical observations of metal hypersensitivity
observed in some patients with orthopedic implants,
strengthened by the alleviation of symptoms after
OSTEOIMMUNOLOGY—LINKS BETWEEN the removal of the causative metal implant, evidence
IMMUNITY AND BONE SYSTEM for the involvement of the immune system comes
from several histological studies of retrieved peri-
implant tissues.109 These studies have shown the
Recently, published evidence has shown that the
infiltration of lymphocytes, monocytes, dendritic
immune system is closely connected to the develop-
cells, macrophages, and mast cells into the peri-
ment of bone cells. This might not be surprising,
implant tissues at various time points after metal
considering that the production of immune cells of
implantation. Immunohistochemical analysis of peri-
hematopoietic origin comes from the bone marrow
implant tissues revealed high levels of immune spe-
and that improper bone development leads to a defi-
cific markers correlating with an inflammatory
cient bone marrow size and function.93 In addition,
response, including CD3þ T-lymphocytes, CD4þ
osteoclasts, the only and essential bone resorbing
cells, CD11cþ macrophages/dendritic cells, and cells
cells, derive from the same precursor cells as macro-
with abundant MHC class II (HLA-DR) expression
phages and dendritic cells, professional antigen-pre-
(dendritic cells).109–111 Infiltration with B-lympho-
senting cells.75 This linkage plays also a major role
cytes has bee seen only occasionally under certain
in rheumatoid arthritis, cancerous bone metastasis,
circumstances.112 The observation of accumulation of
and other destructive bone disorders as indicated by
inflammatory cells led to the description of the peri-
an increasing amount of published studies.74,94–96
implant area as an ‘‘immuno-incompetent, fibro-
There is increasing evidence indicating that
inflammatory, integration-deficient zone.’’113 Another
inflammatory immune responses influence bone me-
indicator of immune activity is the finding of
tabolism. A variety of T-lymphocyte derived factors
increased cytokine levels in the serum of patients
and cytokines, including RANK-L and TNF-a, have
with orthopedic implants. In that respect, cytokines
been shown to directly and indirectly promote osteo-
able to induce bone resorption [such as IL-1b, TNF-
clast activity and inhibit osteoblast function.77,97–102
a, IL-6, and macrophage-granulocyte colony-stimu-
Other T-lymphocyte-derived cytokines, including
lating factor (GM-CSF)] have been of particular inter-
interferon-gamma (IFN-g) and IL-4, have been
est, and elevated serum cytokine levels have been
shown to decrease osteoclast activity and thereby
reported in patients with total hip prosthesis.114
decrease bone remodeling and probably delay bone
Currently, immune reactivity to metal ions includ-
fracture healing.103,104 Increased levels of IL-10, a
ing titanium is considered to be a type IV hypersensi-
cytokine produced by regulatory T-lymphocytes,
tivity reaction.115 This is a delayed type of hypersen-
have been measured in patients with orthopedic
sitivity, which is mediated by sensitized lymphocytes
implants.105 However, despite increasing evidence
and has a strong memory component. Cells necessary
supporting the linkage between the immune system
for the development of type IV hypersensitivity were
and bone cells, the role of the immune system in the
found to be present in perivascular tissue adjacent to
systemic and peri-implant tissue responses, charac-
metal implants (stainless steel or titanium).116
terized by increased osteolysis and implant failure
(aseptic loosening), remains poorly understood with
several studies reporting conflicting results regard- Role of innate immunity toward metal implants
ing their actual involvement.54,106
The innate immunity is likely to be the most re-
sponsive mechanism toward the presence of wear
EFFECTS OF RELEASED IONS ON THE particles. The formation of Foreign Body Giant Cells
IMMUNE SYSTEM (FBGC) is a common outcome in the presence of for-
eign material inside the human body. The main cells
Dermal hypersensitivity to metal is common, with responsible for this reaction are macrophages, also
up to 20% of Caucasians being sensitive to nickel.107 known as ‘‘scavengers’’ as they are able to phagocy-
Immune reactions to dermal contact and ingestion of tose different types of foreign particles. The effective
metals, manifested as skin conditions such as ec- phagocytosis of metallic wear particles by macro-
zema, urticaria, erythema, and pruritis are believed phages induces their activation and the release of
to be of a type IV cell mediated hypersensitivity.12 proinflammatory cytokines, including TNF-a, IL-6,
The earliest case of an allergic manifestation towards and IL-1a/b.27,84–86 Granulocytes have also been the
an orthopedic implant was reported by Foussereau focus of investigations. In neutrophils, both titanium
et al., when a patient presented with an eczematous and vanadium ions induce an increase in the
following a negative clinical, laboratory, and radio- demonstrate a specific reactivity of the circulating
logical work-up.128 This process is often a frustrat- blood lymphocytes in the LTT assay.36 Some authors
ing, expensive, and time-consuming experience for suggest that the LTT has a better diagnostic value
both the surgeon and the patient. Because of the bio- than skin tests to identify causative agents.136,137 Our
logical variation of human immunoreactivity, it is experience using the LTT test has been very positive;
difficult to predict the possible reactions occurring in however, we feel additional studies can improve the
future implant recipients. Several tests have been feasibility and reliability of the test and we are work-
developed for detecting immunoreactivity. Delayed- ing in this direction. Despite this, we would recom-
type hypersensitivity (DTH) reactions against metal mend to use the LTT for patients with known skin-
implant components are difficult to diagnose related metal-sensitivity before choosing the material
because of their rare and subtle nature.12 However, for a joint replacement or to confirm the clinical di-
if a metal sensitivity is suspected, a thorough past agnosis of implant-related metal hypersensitivity
medical history including former incompatibility reactions after surgery.
reactions after metal contact and an appropriate skin
test should be performed.
The gold standard for testing a DTH has been con- SUMMARY
ducted by in vivo skin testing with standardized-
chemical test substances/salts of metals. However,
Metal orthopedic devices remain prone to biocor-
its validity in detecting a systemic hypersensitivity is
rosion by several mechanisms including the direct
not thoroughly confirmed.129 The likelihood of sensi-
corrosion by osteoclasts, leading to the production of
tizing an individual to a metal ion from the patch
significant amounts of wear particles and metal ions.
test itself is low.130 If there is a prior sensitization to-
In addition to the increased osteolytic activity caused
ward metal ions, the chance of undesirable allergic
by wear particles, current evidence strongly suggests
reactions after implantation of metal prostheses is
that the released metal ions contribute to the patho-
considerably higher.2,131 The most common reactions
physiological mechanism of aseptic loosening by
include those of urticaria and a reaction to the adhe-
stimulating both the immune system and bone me-
sive backing from the tape that holds the patch in
tabolism through a series of direct and indirect path-
place.129 If there is suspicion of a previously existing
ways. More evidence is linking the immune system
nickel sensitization, an epicutaneous test should be
to the bone and to its involvement in the pathophys-
performed for verification and nickel-free implant
iology of aseptic loosening. To date, revision surgery
prosthesis should be used accordingly.132,133 How-
remains the only option for the treatment of a failed
ever, it has been reported that the general preopera-
orthopedic implant caused by aseptic loosening.
tive implementation of an epicutaneous test has only
However, by performing a LTT test in patients with
a moderate predictive value.41 Furthermore, a causal
known skin-related metal-sensitivity before choosing
relationship between implant incompatibility and a
the metal alloy for a joint replacement, the occur-
detected contact allergy against a component from
rence of such complications could be reduced.
the metal implant by skin testing is being discussed
controversially.36
These issues associated with skin patch testing
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