Summary of Key Points
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The following observations can be used as an initial step to classify and further define spine pathology: (1) the presence or absence of spinal region pain, (2) the characteristics of the pain, (3) the presence or absence of neurologic deficit, (4) the characteristics of the deficit, and (5) the presence of systemic signs and symptoms. With this information, further laboratory and radiologic evaluation can proceed, and ultimately a diagnosis with appropriate surgical or medical management usually can be achieved.
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When evaluating spine pain, it is important to consider warning signs (“red flags”) that may suggest a more serious pathology. These include (1) new onset of pain in patients > 50 years or < 20 years of age, (2) pain worse at night or in supine position, (3) bowel/bladder incontinence, (4) saddle anesthesia, (5) motor weakness, (6) weight loss, (7) fever, and (8) history of cancer or immunosuppression.
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The triad of fever, weight loss, and spine pain should prompt consideration of an infectious process.
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Nocturnal spine pain and spine pain associated with recumbency should prompt consideration of destructive lesions of the vertebral column, including metastases or primary bone tumors.
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Patients less than 30 years of age are more likely to have benign primary bone tumors, which include osteochondroma, osteoid osteoma, osteoblastoma, giant cell tumor, aneurysmal bone cyst, hemangioma, and eosinophilic granuloma.
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Malignant primary spine tumors are more common in older patients and include chondrosarcoma, osteogenic sarcoma, Ewing sarcoma, chordoma, multiple myeloma, lymphoma, and metastatic disease.
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Degenerative spine conditions are common and include spinal stenosis, spondylolisthesis, herniated nucleus pulposus, and spinal deformity (e.g., scoliosis and positive sagittal imbalance).
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Spinal cord and column dysfunction may result from a broad range of conditions, including compressive neoplastic or infectious lesions, trauma, ischemia, vascular malformations, demyelinating lesions (e.g., multiple sclerosis and transverse myelitis), upper and lower motor neuron disorders, Guillain-Barré syndrome, and paraneoplastic syndromes.
Establishing a differential diagnosis of spine pathology starts with a thorough history and physical examination. Special attention must be paid to the warning signs and symptoms of back pain ( Box 13-1 ) that help to identify more serious pathology. Assessment of pain in conjunction with fever and weight loss, recumbent position, morning stiffness, acute onset, or visceral component allows for initial categorization. With this information, further laboratory and radiologic evaluation can proceed, and ultimately a diagnosis with appropriate surgical or medical management can usually be achieved.
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New onset of pain in patients > 50 years or < 20 years
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Pain worse at night
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Pain worse in supine position
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Bowel or bladder incontinence
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Saddle anesthesia
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Motor weakness
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Weight loss
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Fever
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History of cancer or immunosuppression
This chapter presents a systematic approach to evaluating a patient with a suspected spine disorder ( Box 13-2 ). The first portion of this chapter addresses disorders that usually present with spinal pain, and the second half deals with conditions that present with pain and neurologic deficit.
Spinal Pain
Pain with Fever and Weight Loss
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Vertebral osteomyelitis
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Epidural abscess
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Discitis
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Tuberculous spondylitis
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Actinomycosis
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Nocardiosis
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Brucellosis
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Fungal infections
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Coccidioidomycosis
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Blastomycosis
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Cryptococcosis
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Candidiasis
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Aspergillosis
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Wegener granulomatosis
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Syphilis
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Parasitic infections (e.g., echinococcosis)
Pain with Recumbency and Night Pain
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Extradural lesions
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Metastatic disease
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Multiple myeloma
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Chondrosarcoma
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Chordoma
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Lymphoma
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Osteogenic sarcoma and Ewing sarcoma
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Osteochondroma
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Giant cell tumor
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Osteoid osteoma and osteoblastoma
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Aneurysmal bone cyst
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Hemangioma and eosinophilic granuloma
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Synovial cyst
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Intradural-extramedullary lesions
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Meningiomas
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Schwannomas
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Neurofibromas
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Sarcomas
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Dermoids
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Epidermoids
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Arachnoid cysts
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Teratomas
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Ganglion cyst
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Spinal metastasis
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Arachnoiditis
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Intradural-intramedullary lesions
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Ependymomas astrocytomas
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Metastases
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Hemangioblastomas
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Arteriovenous malformation
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Syringomyelia
Pain Associated with Morning Stiffness
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Ankylosing spondylitis
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Rheumatoid arthritis
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Spinal stenosis
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Spondylolisthesis and spondylolysis
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Herniated nucleus pulposus
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Scoliosis
Acute Spinal Pain and Visceral Pain
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Metabolic disorders
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Endocrinologic disorders
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Vascular disorders
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Gastrointestinal disorders
Neurologic Deficits
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Congenital lesions and spinal dysraphism
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Diastematomyelia, diplomyelia, tether cord, filum lipoma, congenital scoliosis
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Trauma
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Ischemia
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Vascular malformations
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Arteriovenous fistulas, cavernous malformations, Foix-Alajouanine syndrome
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Intracranial lesions
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Central pontine myelinolysis
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Multiple sclerosis
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Transverse myelitis
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Inflammatory disorders
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Infectious disorders
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Viral myelitis, encephalitis, poliomyelitis, ganglionitis, herpes zoster, cytomegalovirus, herpes simplex, HIV disorders
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Upper motor neuron syndromes
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Hereditary spastic paraplegia, lathyrism, adrenoleukodystrophy
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Lower motor neuron syndromes
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Spinal muscular atrophy, muscular dystrophy
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Combined upper and lower motor neuron syndromes
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Amyotrophic lateral sclerosis
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Miscellaneous
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Subacute combined degeneration, Guillain-Barré syndrome, diphtheria, acute intermittent porphyria, toxic peripheral neuropathies, paraneoplastic syndromes, postirradiation myelopathy, Caisson disease, familial periodic paralysis
Spinal Pain
Pain Associated with Fever and Weight Loss
Infectious or neoplastic processes are potential etiologies in patients who present with fever, weight loss, and spinal pain. (Potential etiologies for patients presenting with the combination of fever, weight loss, and spinal pain include both infectious and neoplastic processes.) The most common infectious conditions affecting the spine include vertebral osteomyelitis, discitis, epidural abscess, and granulomatous processes. Neoplastic processes may have similar presentations. Failure to uncover the etiology may lead to neurologic deficits but usually not until pain and systemic symptoms have been present for some time.
Vertebral Osteomyelitis
Vertebral osteomyelitis, the most common pyogenic infection of the axial skeleton, occurs in 2% to 19% of all cases of osteomyelitis. Adults can present with an indolent or chronic course; the pediatric and immunocompromised groups can present more acutely. Diffuse back pain and fever are the most common symptoms, occurring in approximately 90% and 45% of patients, respectively. Weight loss, radicular symptoms, myelopathy, spine deformity, and meningeal irritation also occur. In some cases, neurologic deficits can be the presenting complaint.
A definitive source of infection is found in approximately 40% of cases. The most common organisms that are isolated are the gram-positive cocci, with Staphylococcus aureus being the most common organism. Potential sources in patients who are immunocompromised or parenteral drug abusers include organisms such as Escherichia coli , Pseudomonas aeruginosa , and Proteus species.
Diagnosis is based on pertinent laboratory findings, including an elevated erythrocyte sedimentation rate, elevated white blood cell count, and cultures of blood and bone. Magnetic resonance imaging (MRI) is the gold standard diagnostic imaging for detection of osteomyelitis. Bone scans are useful for diagnosis, but care in interpretation is required, as other processes can have similar imaging qualities.
Epidural Abscess
Spinal epidural abscess occurs more frequently in adults. Pain is the most common presentation, but fever, leukocytosis, and neurologic compromise occur more frequently in epidural abscess than in osteomyelitis. Epidural abscesses most commonly affect the thoracic spine, followed by lumbar and cervical locations. Common etiologies include a direct extension of a preexisting osteomyelitis, hematogenous spread from a distant focus, or, less likely, trauma.
As with vertebral osteomyelitis, the most prevalent species is S. aureus , followed by other staphylococcal and streptococcal species or gram-negative rods. Laboratory studies, including erythrocyte sedimentation rate and white blood cell count, are elevated in the majority of patients, and MRI is the diagnostic imaging of choice.
Discitis
Spontaneous discitis is rare in the adult but occurs in 1% to 3% of surgical discectomy patients. Clinical presentation reveals back pain at the operated level, usually from 1 to 3 weeks postoperatively. The most common presentation is back pain and painful ambulation, as the lumbar spine is the most common location. Staphylococcal and streptococcal species are the most common organisms. Again, diagnosis is aided by laboratory studies, MRI, and bone scans.
Granulomatous Infections
Granulomatous infections include all processes that produce the classic histologic granuloma. These processes include fungal, spirochetal, and uncommon bacterial organisms (such as Actinomyces, Nocardia, and Brucella ) and the most common organism, Mycobacterium tuberculosis .
Tuberculous Spondylitis
Although uncommon in developed countries, tuberculous spondylitis is the most common of the granulomatous infections that affect the axial skeleton. There has been a resurgence in developed countries due to the rise of HIV. Clinical presentation involves pain over the affected site, fever, malaise, and weight loss. In the progressive stages of disease, kyphosis results from erosive bone destruction. Epidural abscesses and paraparesis are possible late sequelae. Tuberculous spondylitis is usually caused by M. tuberculosis ; however, other species of mycobacteria may be encountered. A positive purified protein derivative can be helpful, although false negatives can occur in the anergic patient due to advanced age, malnutrition, or immunocompromise. Diagnosis requires evaluation of urine, sputum, or a sample from a gastric specimen, subcutaneous nodule, or bone biopsy. A chest radiograph reveals no evidence of pulmonary disease in 40% to 50% of cases. MRI is superior to evaluate soft tissue involvement and the presence of abscess formation, and computed tomography (CT) provides better bone detail.
Fungal Infections
Fungal infections of the axial skeleton are uncommon. Infections of the spine occur most commonly as the result of pulmonic spread following spore inhalation. Spine osseous involvement with disseminated fungal infection occurs in 10% to 50% of patients with coccidioidomycosis and blastomycosis infections. There is a much lower incidence of Cryptococcus infection, candidiasis, or aspergillosis, which may occur in immunocompromised individuals.
Coccidioidomycosis
Coccidioidomycosis, endemic in the southwestern United States, has a high rate of spine involvement and occurs in 20% to 40% of cases of disseminated disease. Vertebral collapse and neurologic compromise are uncommon. Radiographs reveal multiple simultaneous lytic lesions. Diagnosis is made with plain radiographs, immunodiffusion titers, and biopsy.
Blastomycosis
This species is endemic to the Mississippi River Valley and is spread after inhalation and pulmonic infection. Blastomycosis is hematogenously spread with a predilection for ventral vertebral body involvement, resulting in vertebral collapse, joint erosion, and disc invasion. Clinical presentation resembles that of tuberculous spondylitis; however, blastomycosis more commonly is associated with draining sinuses and has a greater predisposition to include the dorsal elements.
Cryptococcus
Cryptococcus neoformans is a fungal organism that may cause infection in immunocompromised patients, mostly commonly those afflicted with AIDS. It is usually inhaled and then spreads hematogenously from a pulmonary location, with osseous involvement occurring in only 10% of cases with disseminated disease. The usual clinical presentation is swelling, pain, and decreased mobility of the affected vertebral site. Radiographs reveal dorsal vertebral body involvement and disc space sparing. Diagnosis is made via a latex agglutination test, cerebrospinal fluid (CSF) analysis, and blood cultures.
Pain Associated with Recumbency and Night Pain
Nocturnal pain and pain associated with recumbency are hallmarks of destructive lesions of the vertebral column, caused by either a skeletal metastasis or a primary bone tumor. Unfortunately, the majority of spinal column tumors are malignant. Pain is the most frequent clinical presentation, occurring in up to 85% of patients. There are correlations among age, location, incidence, and presentation. Younger patients tend to have a greater incidence of benign bone tumors, whereas those older than age 30 are more likely to have malignancy.
Benign Bone Tumors
Benign bone tumors occur more frequently in patients between ages 20 and 30, in a dorsal location and in the lumbar spine. Osteochondroma, osteoid osteoma, and osteoblastoma are the most common benign lesions of the axial skeleton and have a lower incidence of recurrence overall compared with malignant bone tumors.
Osteochondroma.
These lesions are the most common benign bone tumors, encompassing approximately 35% of all nonmalignant osseous tumors. These tumors arise from the cartilaginous end plates and are slow growing. The majority are asymptomatic lumbar spine lesions found on incidental radiographs. Symptomatic patients commonly present with dull backache, decreased motion, or, rarely, deformity. Plain radiographs demonstrate a protruding lesion with well-demarcated borders in the dorsal elements. On rare occasions, pain, neurologic deficit, or an accelerated growth pattern may be related to malignant transformation.
Osteoid Osteoma and Osteoblastoma.
These two tumor types share a common pathologic origin but differ in size and incidence of spine involvement. Both tumors most commonly present in patients less than 30 years of age. Osteoid osteomas are smaller than osteoblastomas (≤ 2 cm versus > 2 cm). Osteoid osteomas are most commonly located in the lumbar spine and account for 2.6% of all excised primary bone tumors and up to 18% of axial lesions. Osteoblastomas are less common and represent fewer than 3% of benign bone tumors.
Patients with osteoid osteomas commonly present with a dull ache that is exacerbated at night. This condition is believed to be the result of prostaglandin production by the tumor, thus, the classic pain relief with aspirin. Neurologic deficits are rare. Osteoblastomas are more likely to result in spinal deformity and neurologic sequelae, including torticollis in 13% of cervical lesions. Plain films are pathognomonic, revealing a small radiolucent nidus with surrounding sclerosis usually located in the dorsal elements.
Giant Cell Tumor.
Unlike the majority of primary bone tumors, giant cell tumors occur more commonly in patients in their 30s. The most common presentation is that of pain. However, disease advancement may result in bowel or bladder dysfunction. These aggressive tumors carry some malignant potential and a high incidence of local recurrence. They are responsible for approximately 10% of all primary benign bone tumors and affect the spinal axis in approximately 10% of all cases. These lesions may occur in conjunction with aneurysmal bone cysts (3% to 6%). They most commonly occur in the sacral region when the spinal column is involved. Plain radiographs demonstrate cortical expansion with little reactive sclerosis or periosteal reaction. Both T1- and T2-weighted MRI scans reveal homogeneous signals, whereas presurgical CT studies can better delineate the degree of vertebral bone involvement. Because of the nondistinct characteristics of giant cell tumors, radiographic investigation, coupled with intraoperative histology, is important to separate this condition from other primary bone tumors.
Aneurysmal Bone Cyst.
Although responsible for only approximately 1% to 2% of all primary bone tumors, aneurysmal bone cysts affect the axial skeleton in 12% to 25% of reported cases of aneurysmal bone cysts. They occur more frequently in the thoracolumbar region and dorsal elements in females and patients younger than 20 years of age. Multiple vertebral involvement occurs in 40% of cases. Radiographs demonstrate a single osteolytic lesion with a thin, well-demarcated cortical rim.
Hemangioma.
Hemangiomas are found in 11% of general autopsies, but symptomatic spinal hemangiomas are exceedingly rare. The most common initial symptom in the case of a solitary lesion is back pain, with or without radiation into the lower extremities. These lesions are characterized by slow growth and a female predominance.
Eosinophilic Granuloma.
Eosinophilic granuloma is the solitary osseous lesion version of a group of disorders characterized by an abnormal proliferation of Langerhans cells. In its disseminated forms, it is designated Letterer-Siwe disease and Hand-Schüller-Christian disease. The overall incidence for any variety of the histiocytosis X spectrum is one per million people, and it most commonly occurs in patients younger than 20 years of age. Clinical presentation most commonly involves pain in the thoracolumbar region. MRI is the investigative procedure of choice, with definitive diagnosis through biopsy.
Malignant Bone Tumors
Chondrosarcoma.
This malignant cartilage-forming primary bone tumor is an uncommon spinal neoplasm. It is more common in adults, in whom it less commonly involves the spine. There is an even distribution of tumor involvement among cervical, thoracic, and lumbar locations. Chondrosarcomas may arise as a primary lesion or secondary to irradiation of lesions, including Paget disease or osteochondroma. The most common presentation is pain (50%) and localized swelling (30%). There is a linear relationship among degree of pain on presentation; a larger, more aggressive tumor; and decreased time of survival. Diagnosis is usually based on radiographic studies that reveal bone destruction, a soft tissue mass, and “fluffy” calcifications and pathology from resection.
Osteogenic Sarcoma and Ewing Sarcoma.
Both osteogenic sarcoma and Ewing sarcoma represent uncommon malignant lesions of the spinal column, with a combined incidence of less than 4% of spinal column tumors. Most cases of Ewing sarcoma and primary osteogenic sarcoma (50%) present in the first 20 years of life. Secondary sarcomas arise in the fifth to sixth decades as a result of irradiated bone or a preexisting pagetoid lesion. Almost 70% of clinical presentations are accompanied by a neurologic deficit secondary to epidural compression. The most common presentation of Ewing sarcoma is pain.
Chordoma.
Chordomas are tumors of the axial skeleton and the skull base arising from the primitive notochord. They encompass approximately 1.4% of all skeletal sarcomas. Although chordomas are histologically low-grade lesions, they are locally invasive tumors, and metastases may occur in 5% to 43% of cases. More than 50% of these lesions are located in the lumbosacral region, 35% are located in the clival and cervical area, and the remainder are spread throughout the rest of the vertebral column. Neurologic deficit is usually found in the form of bowel/bladder dysfunction or, less frequently, cauda equina symptoms (20%). Combined imaging, using MRI and CT, provides an evaluation of the tumor and its soft tissue and bony involvement.
Multiple Myeloma.
Multiple myeloma and solitary plasmacytoma account for 45% of all malignant bone tumors. These disorders are the result of abnormal proliferation of plasma cells, which are responsible for immunoglobulin and antibody production and affect the spine in 30% to 50% of reported cases. Multiple myeloma is primarily a disease of the sixth and seventh decades of life and has a predilection for the thoracic spine (50% to 60%).
Patients present with back pain in approximately 75% of cases. Unlike the classic metastatic disease presentation of pain with recumbency, multiple myeloma is sometimes relieved by rest and aggravated by mechanical agitation that mimics other sciatic or neurogenic sources. Systemic complications include hyperalbuminemia, renal insufficiency, nephrolithiasis, and characteristic serum protein abnormalities. Plain radiographs and CT can be diagnostic because of the characteristic osteolytic picture without sclerotic edges that involve the ventral portion of the vertebral body and usually spare the dorsal elements.
Lymphoma.
Hodgkin disease is a malignant disease of the reticuloendothelial system. Spine involvement occurs in approximately 10% of all extranodal lymphomas. Spine osseous involvement occurs at a decreasing frequency as one ascends the spine from the lumbar, thoracic, and, uncommonly, cervical regions. Age at presentation is bimodal, with those ages 15 to 35 and those older than age 50 most frequently affected. Clinical presentation involves concurrent constitutional signs and symptoms of fever and night sweats, and acute cord compression and epidural compression are not uncommon.
Metastatic Disease.
Metastatic disease in the form of distant foci is evident at autopsy in 40% to 85% of cases of malignancy. The spine is the most common site of skeletal metastasis, and at least 5% of patients with malignancies suffer from this condition. The axial skeleton is the leading site of bone metastases that are caused by hematogenous spread through the rich venous network that drains the lungs, pelvis, and thorax. Breast, lung, prostate, and thyroid malignancies account for 50% to 60% of metastatic lesions. Overall, epidural metastases are equally spread throughout the thoracic and lumbosacral spine, but symptomatic metastases occur most commonly in the thoracic spine. Nearly all patients initially complain of back pain, followed by weakness and ataxia. At the time of diagnosis, more than 50% of patients will have a paraparesis or bladder/bowel disturbance.
Diagnostic regimens include laboratory studies demonstrating an elevated calcium level, prostate-specific antigen, or alkaline phosphatase. The ultimate diagnosis relies on radiographic studies, including plain radiographs. Bone scans are warranted for suspected occult lesions because approximately 30% to 50% of the trabeculated bone in a vertebral body must be destroyed before the lesions can be detected on plain radiography. Other radiographic modalities, including MRI and CT/myelography and positron emission tomography (PET) scans, are helpful in determining the extent of bone destruction, epidural compression, and disease spread. A metastatic workup, including both a plain chest radiograph and an enhanced abdominal/chest CT, determines the primary focus in the majority of cases. Pathologic confirmation may be made via biopsy of a primary malignant focus or via biopsy or resection of the spinal lesion.
Spinal Cord Tumors.
The majority of lesions that involve the spinal cord and meninges occur in the epidural space in the form of metastatic disease. The largest group of neoplastic spinal lesions that involve the spinal cord and meninges occurs in the intradural-extramedullary space (40% to 50%), followed by the extradural space (30%) and the intramedullary space (20% to 25%).
Back pain is the most common initial complaint in the adult population that harbors spinal neoplasms; the pediatric population with spinal tumors tends to present with neurologic deficit in the form of motor or gait disturbances. The back pain in the adult population is usually diffuse and unrelated to activity, thus prolonging diagnosis until the pain becomes radicular or symptoms that are caused by cord or root compression ensue.
Extradural Lesions.
Symptoms may be caused by compression, invasion, or irritation of the involved anatomy. The majority of epidural lesions discussed earlier in the chapter are metastatic in origin. Other epidural pathologies include lipomatous masses, hematomas, and vascular malformations.
Intradural-Extramedullary Lesions.
Meningiomas, schwannomas, and neurofibromas constitute more than 50% of all neoplastic processes in the intradural-extramedullary space. Nittner’s review of 4885 adults with spinal cord tumors found schwannomas (23%) and meningiomas (22%) to be the most common lesions of the intradural-extramedullary space. Symptoms may be nocturnal and most commonly involve pain caused by root irritation. Early neurologic compromise is uncommon because of the adaptive compressibility of surrounding fat, CSF, and adjacent vascular structures. Neurologic compromise occurs when the compliance of surrounding structures is at its nadir and extradural compression is directly transmitted to the spinal cord.
More than 80% of meningiomas are located in the thoracic region, and they occur at a 4:1 ratio in women compared to men. Meningiomas can present with pain from a compressed nerve root as it exits the neural foramina. Although less common in the cervical and lumbar spine, large, slow-growing meningiomas may produce myelopathic symptoms from spinal cord compression, especially at the craniocervical junction. Meningiomas are the most common benign tumor at the foramen magnum. CT myelogram and MRI are the best investigative modalities.
Although both meningiomas and nerve sheath tumors are benign lesions that are usually found in thoracic dorsal sites, neurofibromas are a common finding in phakomatoses. Because neurofibromas are almost always lesions of the dorsal roots, patients commonly present with radicular symptoms. Although their malignancy potential is low, nerve sheath tumors may be locally destructive if allowed to progress. Caudally located neurofibromas may displace adjacent nerve roots with possible bone erosion of nearby foramina as the neoplasm grows.
Schwannomas, which are commonly found with von Recklinghausen neurofibromatosis, are usually solitary lesions found in thoracic sites in adults between 40 and 50 years of age. These tumors are most commonly found in the intradural-extramedullary space; however, approximately 20% will be found crossing the dura or will be solely extradural. On clinical presentation, patients with these tumors exhibit radicular symptoms, and the tumor is typically easily diagnosed with MRI.
The remaining 30% of intradural-extramedullary tumors include sarcomas, dermoids, epidermoids, arachnoid cysts, teratomas, ganglion cysts, and, rarely, spinal metastases. These lesions have characteristic features on MRI that help to delineate them. Arachnoiditis that presents with diffuse constant pain and associated paresthesias is the result of multiple operations on the back or clumping of nerve roots after the administration of the myelographic dye. The diagnosis is made via MRI or myelogram with visualization of characteristic nerve root clumping.
Intradural-Intramedullary Tumors.
Intramedullary spinal cord tumors account for 2% to 4% of CNS neoplasms and are of neuroglial origin in 80% of cases, regardless of age. More than 90% of these tumors are rostral to the conus in patients under age 15. Children are predisposed to astrocytic tumors, whereas adult pathology is more evenly spread over the neuroglial spectrum. There is a shift in pathology with increasing age, with ependymomas becoming more common than astrocytomas. The incidence of intramedullary spinal cord tumors increases from rostral to caudal and may present with insidious pain, the most common finding in the adult population, or associated spinal cord dysfunction in the form of band paresthesias or motor deficit. Typically, the pain associated with these lesions is unrelated to mechanical activity. Pediatric patients tend to present with gait or motor disturbances.
Other intramedullary disorders, such as arteriovenous malformation (AVM), syringomyelia, and metastases, are potential but extremely rare causes of spinal pain. AVMs and hemangioblastomas of the spinal cord are potential causes of acute pain with subsequent neurologic sequelae secondary to rupture, resulting in hematoma formation or ischemic effects.
Diagnostic studies include plain radiographs that can reveal widened pedicles or a myelogram that shows a diffuse enlargement of a cord segment. MRI is the gold standard to evaluate spinal cord dysfunction as a result of the aforementioned causes, with the exception of angiography to evaluate AVMs.
Pain Associated with Morning Stiffness
Axial pain, with a prolonged tapering course after the initiation of increasing mechanical activity, heralds the possibility of an inflammatory disorder affecting the spine. The two most common chronic inflammatory processes that involve the axial skeleton are rheumatoid arthritis (RA) and ankylosing spondylitis (AS).
Ankylosing Spondylitis
AS is the most prevalent of the seronegative spondyloarthropathies, with an incidence of up to 2% in the Caucasian population. It is a common cause of axial pain in young adults. Unlike RA, it has a male predominance, and it is most commonly found in the axial skeleton with a mild degree of peripheral involvement. The pathogenesis is unclear, but there is a strong immunologic association with human leukocyte antigen (HLA)-B27 positivity in approximately 95% of patients. The disease progresses in an ascending fashion from caudal to rostral, which can result in severe flexion deformity if allowed to continue. The prototypical lesion is enthesopathic, affecting insertion sites of tendons and ligaments to bone. The typical presentation is that of a young white male between ages 15 and 30, with insidious low back pain (LBP) (80% to 90%), peripheral joint pain in the hip or shoulder (20% to 40%), and sciatic pain (5%). Diagnosis is based on a history of back pain and grades 3 to 4 bilateral sacroiliitis observed on plain radiographs. There have been several revisions of the original criteria for AS, but all accept the radiologic changes with a history of insidious onset of back pain, age younger than 40, persistence for more than 3 months, morning stiffness, improvement with exercise, and limitation of chest expansion. Because it takes from 3 to 7 years for bilateral symmetrical sacroiliitis to become radiographically evident, a loss of axial mobility, back pain, and morning stiffness are important early signs and symptoms. Associated fractures, spinal stenosis, and rotary instability are the results of a fused vertebral column.
Rheumatoid Arthritis
RA, a chronic inflammatory process that affects the synovium of peripheral joints, has a quoted prevalence of 1% for both genders by age 65, but it is an uncommon cause of back pain. Unlike AS, this disease affects an older patient population, has a female predominance, is found most often in the cervical spine, and often results in spinal instability. RA affects the cervical spine most commonly in one of three ways: atlantoaxial subluxation, basilar invagination, and subaxial subluxation. Diagnosis of RA is based on the history, the distribution of joint involvement, and a positive rheumatoid factor. Neck pain should warrant a thorough radiographic evaluation, including flexion/extension radiographs and MRI for ligamentous visualization. Radiographic sequelae include soft tissue swelling, narrowing of joint spaces, and, ultimately, bone erosion.
Other rheumatologic disorders of the spine include the remainder of the seronegative spondyloarthropathies such as Reiter disease, Behçet syndrome, Whipple disease, and enteropathic arthritis, as well as osteoarthritis. These conditions represent other possible causes of back pain, with or without deformity.
Mechanical Pain
Anywhere from 40% to 80% of the adult population has LBP sometime before age 50. Ninety percent of cases are a result of mechanical causes. Pain without constitutional signs and symptoms that is initiated and exacerbated by activity is a large category that includes lumbar strain, disc protrusion and extrusion, spinal stenosis, spondylolisthesis, spondylolysis, and soft tissue irritation disorders, such as those in the piriform syndrome. Other entities such as sacroiliac joint dysfunction, facet syndrome, dural ectasia, perineural or ganglion cysts, and collagen disorders (Ehlers-Danlos syndrome) are less well-differentiated causes of LBP and are usually clinically diagnosed. To evaluate degenerative spine disorders, it is necessary to determine the character of pain, whether it be LBP alone or associated with radicular symptoms, symptomatic neurogenic claudication, or, rarely, myelopathy. Clinical history of onset and duration of symptoms, age, presence of a congenital disorder, and spinal deformity help to differentiate among the more common degenerative lesions. MRI and CT/myelogram are most commonly used to evaluate degenerative spine disorders.
Spinal Stenosis
Whether acquired, as in the elderly, or congenital (e.g., in the achondroplastic dwarf), spinal stenosis has a common clinical presentation. The classic bilateral low back, buttock, and thigh pain, consistent with neurogenic claudication associated with activity, can be present whether the patient is standing (94%) or has walked a short distance. Neurogenic claudication must be differentiated from vascular claudication. The clinical picture of vascular claudication reveals progressive calf pain after ambulation, with associated decreased peripheral pulses and chronic tissue changes seen in cool distal extremities. Spinal stenosis is a clinical entity with radiologic confirmation of a decreased spinal canal observed on axial MRI or CT/myelogram views.
Spondylolisthesis and Spondylolysis
Spondylolisthesis and spondylolysis are common causes of back pain in both the pediatric and adult population, with L5 the most common site of involvement. The adult population tends to have a more vague and insidious presentation, with back pain as the most common complaint, followed by claudication and hamstring tightness, probably caused by concurrent spinal stenosis. Approximately 20% have spine deformity that can be detected on physical examination.
Herniated Nucleus Pulposus
Herniated nucleus pulposus is a common cause of radicular pain in adults ages 30 to 40. Only 35% of those who present with a herniated nucleus pulposus experience sciatica. The pain is usually sharp and follows a dermatomal pattern. Diagnosis includes clinical findings consistent with the affected nerve root in the form of sensory, reflex, or motor deficits.
Other causes of back pain that may present in either a radicular pattern or with diffuse symptoms are a conjoined nerve root or perineural cyst. MRI may be used to detect both.
Scoliosis
Scoliosis represents another potential cause of back pain in adults who suffer from LBP. Lumbar degenerative scoliosis with a Cobb angle greater than 10 degrees is reportedly present in approximately 7.5% of the adult back pain population, with an increasing prevalence with age. As age increases, the proportion of women who have scoliosis as a cause of both back pain and radicular symptoms increases.

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