Keywords
Orthopedic surgery, pediatric orthopedics, neuromuscular disease, pediatric deformity, scoliosis
Introduction
Childhood-onset neuromuscular diseases are typically inherited genetic diseases characterized by general neurodevelopmental dysfunction, aberrant muscular function and development, and resulting pediatric deformity. This population often requires early orthopedic intervention to address mobility and motor deficits, and in some cases improve the patient’s comfort, hygiene, and general quality of life. This chapter systematically addresses the various childhood-onset neuromuscular diseases that are most frequently seen and treated by orthopedic surgeons through an overview of the disease, a brief review of the orthopedic literature, and a summary of common practices.
Spinal Muscular Atrophy
Clinical Overview
Spinal muscular atrophy (SMA) is an autosomal recessive disease affecting the α motor neurons of the anterior horn of the spinal cord. The typical patterns of atrophy are the result of a deletion in one of the survival motor neuron genes ( SMN1 and SMN2 ), which produce a protein necessary for the survival of α motor neurons. A homozygous insult to SMN1 leads to SMA more than 95% of the time because the SMN2 gene produces only 10% to 20% of the functional protein. SMA is one of the leading causes of childhood disability, with an estimated incidence of 1 in 6000 to 10,000 newborns and a carrier frequency of 1 in 40 to 60.
First described by Werdnig and Hoffman, the common presentation of SMA is generalized muscle weakness in early life. Muscle involvement is prominent in muscles supporting the trunk and the lower extremities (proximal muscles are involved to a greater degree than distal muscles). This disease should be considered when children fail to reach developmental milestones, exhibit hypotonia and fasciculations, or demonstrate the typical patterns of muscle weakness with loss of deep tendon reflexes (DTRs). Creatine kinase levels, nerve conduction studies, and EMG may help elucidate the etiology, and if it remains in question, testing for the SMN1 gene deletion can confirm the diagnosis. These patients typically have normal nerve conduction studies, but exhibit abnormal findings on EMG and muscle biopsy. Children with the more severe forms of SMA (I and II) will present early for orthopedic management of early onset scoliosis and hip deformities resulting from muscle imbalance.
The commonly used classification of SMA is based on the age of initial clinical onset. SMA I (also known as Werdnig-Hoffman disease) is the most severe type and has an age of onset between 0 and 6 months. These patients will never sit independently, typically have poor head control, and may also exhibit bulbar dysfunction, tongue atrophy, and an absence of DTRs. Individuals with SMA I have an increased risk of mortality secondary to respiratory failure in early childhood, typically before 2 years of age. Weakness of the intercostal muscles often results in a bell-shaped trunk as the chest wall collapses and the abdomen expands to support breathing. However, recent development of various targeted therapeutic approaches to increase the amount of full-length SMN protein and regenerate or repair damaged motor neurons is reaching preclinical and clinical trial stages.
SMA II has an intermediate age of onset of 7 to 18 months. This group is defined by their ability to maintain an unsupported upright seated position, though they may or may not be able to maintain independent sitting throughout later life. Some may be able to achieve standing with long-leg braces or support frames, though generally these patients are unable to walk. With improved pulmonary toilet and GI care, many patients are now expected to live into adulthood. Joint contractures remain the chief orthopedic issue for this population, and similarly to SMA I patients, the development of kyphoscoliosis secondary to intercostal muscle weakness may lead to life-threatening respiratory complications.
SMA III, also known as Kugelberg-Welander disease or juvenile SMA, is a mild form of the disease with an average age of onset after 18 months old. All patients are ambulatory (with considerable difficulty), although the age at which patients achieve independent walking is variable. The ability to walk may be lost late in the first decade or during early adolescence, and while patients may be able to walk, proximal muscle and hip abductor weakness effectively prevents them from running. Patients are often of above-average intelligence and function well in social, school, and work environments. These patients may develop scoliosis, and musculoskeletal and joint overuse symptoms are common. Patients who maintain ambulation typically have long-term mortality rates similar to that of the general population.
SMA IV has an onset in the second or third decade of life and is characterized by mild motor impairment. These patients typically do not require special orthopedic intervention.
Scoliosis and hip subluxation/dislocation are two major orthopedic concerns in the SMA population ( Figure 52.1 ). SMA I may present with torticollis associated with compensation for scoliosis, generalized muscle weakness, and flexion contracture of the hip, knee, and ankle, necessitating orthotics, bracing, or surgery. The increased risk of lower extremity fracture in SMA II and upper extremity fracture in SMA III has been attributed to osteopenia and osteoporosis, and may be managed nonsurgically with immobilization and fall prevention.
While the current SMA classification system is widely accepted, it is used primarily to predict the spectrum and age of onset of clinical symptoms to be expected. The International SMA Consortium agrees that care should be tailored to address patients’ current functional status rather than their particular classification. Dividing this group into nonsitters, sitters, and walkers may prove more useful with regard to guiding treatment.
Scoliosis
In one series of 43 patients, the prevalence of scoliosis was as high as 95%, and at 9 years of age the average curve measured 74, 54, and 23 degrees for SMA I, II, and III, respectively. Granata et al. concluded that nonambulatory patients have larger and more rapidly progressing C-shaped curves than do type III patients, and ambulatory status has been directly correlated to the severity of the curve. Up to 80% of the curves seen in SMA patients are single thoracolumbar curves and are frequently associated with other spinal deformities such as pelvic obliquity and kyphosis.
Timing of intervention in scoliosis should take into account the balance between postponement of surgical intervention to preserve growth potential and the deterioration of respiratory function with curve progression. Pulmonary alveolar development happens primarily in early life, and by 8 years of age, children have approximately the same number of alveoli as they will in adulthood. Robinson et al. reported a 4.7% decrease in predicted vital capacity and a 3.3% decrease in peak flow for every 10-degree increase in Cobb angle. As a result of the high likelihood of progression, SMA patients require careful monitoring as there is a limited time window for optimal surgical outcomes. Bracing of scoliosis has been attempted with variable success. In one series of 15 patients, the average curve was 88 degrees, and only three had curves less than 60 degrees; compliance was poor, as only 10 were able to follow the brace-wear prescription, and all were noted to have progression of scoliosis. However, good results from bracing have been described for patients with SMA III. For select patients, the author may opt to use wheelchair traction prior to definitive surgical management ( Figure 52.2 ). For these patients, sitting supports may be cautiously considered as the benefits must be weighed against the potential detrimental effects on breathing and chest wall excursion.
The primary goal of spinal arthrodesis is to improve sitting position and balance during ambulation. Additional indications for surgery include progressive deformity and curve greater than 50 degrees, though in most series the curve has been significantly greater. With the use of Harrington and Luque rods now out of favor, posterior fixation using pedicle screws has shown good results. One study reported an average correction of 62% in a series of 9 patients, all with an improvement in function, although 4 of these had postoperative complications including pulmonary edema and painful instrumentation necessitating removal of hardware. Patients and families have reported satisfaction with surgical outcomes regardless of the change in functional performance, which has been attributed to improved seated balance and cosmesis as well as fair improvement in pulmonary status and self-image. This subjective improvement in pulmonary status has been quantified by Robinson et al. as an increase in vital capacity in 8 of 9 patients undergoing posterior spinal fusion; however, data quantifying long-term changes are not available. Nonetheless, early fusion in SMA and congenital scoliosis in general is not without pitfalls. In a study correlating quality of life, pulmonary function, and radiographic outcomes following early spinal fusion, the authors found that patients with early fusion had shorter spines, worse pulmonary function, and more pain than healthy peers. As a result, growing constructs including chest-wall-based systems (the Vertical Expandable Prosthetic Titanium Rib), rib-to-pelvis, rib-to-spine, and spine-to-spine constructs have been gaining popularity in the SMA population as they allow for curve correction without arthrodesis. However, this modality may increase the risk of potential psychosocial effects given patients’ young age and need for repetitive surgeries. In a series of 15 patients, growing rods achieved a mean correction of 42%, though complications were frequent and were related to implant failure and prominence as well as the need for frequent reoperation to lengthen the implant. Anterior surgery is contraindicated in this population due to the high frequency of progression.
Special Considerations for SMA I
Marked hypotonia and significant pulmonary and nutritional difficulties are the primary contributors to morbidity and mortality. Generalized weakness may limit patients’ abilities to participate in physical, occupational, and speech therapies. Devices to support and improve posture should be considered, and upper arm supports or slings to promote arm and hand function and range of motion may be helpful when used cautiously. In general, however, orthopedic intervention is rarely indicated, and any discussion of surgical treatment should involve the family and multidisciplinary team. Of note, hypotonia may be associated with fractures at birth and suggestive of osteogenesis imperfecta, which may contribute to some diagnostic confusion though these heal quickly with appropriate nonoperative management.
Perioperative Considerations
In general, management of SMA is multidisciplinary, involving pediatric neurology, genetics, orthopedics, physical therapy, and pulmonary and GI care. Pulmonary complications are common and result from the combination of weak intercostal musculature and strong diaphragmatic pull forming the bell-shaped torso, which leads to poor airway clearance and nighttime hypoventilation. Poor GI function, including bulbar dysfunction, poor cough, and swallowing difficulty, contributes to the high risk of pulmonary aspiration. Given the high risk of perioperative and postanesthesia pulmonary complications, patients’ respiratory function should be optimized, and consultation with a pulmonologist may be indicated. While the ethical considerations surrounding noninvasive ventilation (NIV) in this population abound, evidence exists to suggest that NIV may actually alter time to onset of chest wall deformity. Postoperative considerations include use of continuous ventilation, direct ICU transfer, and adequate analgesia to minimize hypoventilation and poor airway clearance secondary to pain. Specific recommendations will vary based on a patient’s functional status, and as a general rule, nonsitters are at highest risk for postoperative pulmonary complications while walkers typically require fewer and less invasive interventions.
Hereditary Sensory and Motor Neuropathies
Background
Hereditary sensory and motor neuropathies (HSMNs) are characterized by the degradation of Schwann cells and the myelin sheath, resulting in progressive peripheral neuropathy. While this group of neuropathies includes a number of disease entities, e.g. congenital hypomyelinating neuropathy and Dejerine-Sottas disease, the most common of these is Charcot-Marie-Tooth disease (CMT). CMT is the most common hereditary neuromuscular disorder with a prevalence of approximately 10 to 82.3 per 100,000 individuals. CMT encompasses a family of diseases with a variable clinical spectrum and patterns of inheritance, and has been linked to at least 40 different genes. Characteristics of presentation and time of onset are dependent on the subtype, though CMT I (HSMN I) is most prevalent with patients typically developing symptoms within the first two decades of life.
Diagnosis and Presentation
Patients commonly present with nonspecific complaints of weakness, clumsiness, and unstable ankles resulting in frequent sprains. The initial signs and symptoms on physical exam include distal weakness and muscle wasting, sensory loss, pes cavus or pes planus, foot drop with steppage gait, and reduced or absent DTRs. Patients may also complain of pain in the lower limbs and lumbar spine. The diagnosis should be suspected based on the typical clinical presentation and a positive family history, and is supported by confirmatory molecular genetic testing. For individuals with a negative family history, it should be noted that spontaneous mutations represent up to half of all cases. The orthopedic concerns associated with this family of diseases most commonly involve the feet, manifesting as varus deformity, progressive pes cavus, and a host of foot deformities, though spinal deformity and hip dysplasia are also frequently seen. Careful examination is important in this population as the differential diagnosis of CMT based on physical exam includes poliomyelitis, spinal cord tumor, syringomyelia, and diastematomyelia.
Foot and Lower Extremity
Historically, CMT had been referred to by the general term “peroneal muscular atrophy,” as the pattern of wasting typically involves the anterior compartment muscles and peroneus brevis while sparing the peroneus longus. The foot deformities in CMT cover a spectrum of patterns including claw toes, forefoot and hindfoot cavus, hindfoot varus and foot drop. Loss of intrinsic foot muscles leads to claw toes early on, and continued unopposed pull from the peroneus longus and extensor hallucis longus (EHL) has been implicated as a possible cause of cavus foot. Similarly, tibialis anterior muscle wasting may result in foot drop, and when the EHL is spared, this may result in a clawed hallux. The presence of bilateral cavus feet is highly suggestive of CMT, and has been reported to be as high as 78%.
A careful physical exam noting the presence or absence of specific muscle weakness and the rigidity or laxity of the deformities will inform surgical management. Clawtoes are an early-manifesting deformity and may be rigid at the time of initial presentation, though fore- and hindfoot deformities are oftentimes flexible and may remain so for years. Once plantar flexion of the first ray becomes rigid, the heel necessarily moves into a varus position during weight bearing. The Coleman block test, in which patients stand on a block and place their weight on the lateral border of the foot, can be used to evaluate the flexibility of this cavovarus deformity. Noting that the talus tilts out of varus and into valgus will indicate that the deformity is still flexible. Conversely, ligamentous laxity is often present in this population and may lead to chronic inversion ankle sprain secondary to talofibular and calcaneofibular insufficiency. Coleman block test results, in addition to ankle films to evaluate joint alignment and bony deformity as well as hindfoot alignment, are crucial to planning conservative or surgical management.
Conservative Management
There is no evidence that bracing these children will ultimately prevent progression of foot deformities. However, functional bracing, such as ankle-foot orthoses (AFOs), may be helpful in addressing foot drop and chronic ankle sprain. Higher functioning and athletic patients may compensate on their own by adjusting stride height or increasing circumduction. For these patients, a simple ankle instability brace may be sufficient support to prevent frequent ankle sprain. Stretching the posterior compartment muscles may also help to decrease the rate of progression and allow for longer brace wear versus early surgery, and exercise and physical therapy may also be helpful to address weakness and contractures. Use of botulinum toxin (Botox) to address the imbalance of agonist-antagonist muscles that are the ultimate cause of deformity has been preliminarily investigated and, thus far, found to be ineffective.
Surgical Management
When considering surgery in this population, the surgeon must weigh the risks and benefits of early surgery while deformity is relatively flexible versus pursuing conservative management and attempting to stave off surgery until onset of a more rigid deformity. Furthermore, there are no strong data to inform the appropriate timing of surgery. Surgery must be individualized to patients based on the character and location of the deformity while taking into careful consideration the presence of deforming muscular imbalance. The author’s preferred approach is to perform early soft tissue releases and rebalancing to prevent development of bony rigid deformity. Some argue that in patients with sensory deficits, fusion should be avoided.
Often, younger patients will do well with simple soft tissue release procedures. Release of the plantar fascia near its origin can help to correct cavus deformity. Additional soft tissue procedures include transfer of the peroneus longus to the peroneus brevis, which augments foot eversion while decreasing plantar flexion force on the first ray, and the Jones transfer, in which the EHL tendon is transferred to the first metatarsal neck, allowing this muscle to assist in dorsiflexion of the foot while avoiding claw toe deformity. Transfer of the tibialis posterior tendon to the second or third cuneiform or around the second metatarsal may be used to centralize muscular forces and enhance dorsiflexion. When strength of the tibialis anterior is spared, complete or split tendon transfer to the lateral cuneiform or cuboid can help to lateralize forces and augment eversion. This may be used in combination with lengthening of the tibialis posterior to further decrease inversion forces with good long-term results versus triple arthrodesis. There is limited evidence regarding the success of soft tissue procedures when used alone, likely the result of the high diversity in patients’ deformity and deforming forces at play, though in one study a small group of patients undergoing early operative soft tissue intervention avoided triple arthrodesis at long-term follow-up.
Older children and those with rigid deformity often require osteotomies in combination with tendon transfers to achieve adequate correction. Options include dorsiflexion osteotomies for plantar-flexed first ray, midtarsal osteotomy, medial cuneiform osteotomy, and calcaneal osteotomies when hindfoot varus is present. Triple arthrodesis is typically only used as a salvage procedure for fixed deformity as there is a high incidence of developing degenerative joint disease in the foot and ankle and poor patient satisfaction related to appearance, function, pain, and need for reoperation. Good functional results following triple arthrodesis at long-term follow-up have been reported, though in these studies soft-tissue balancing was used when indicated. Despite the high frequency of ankle pain and laxity, ankle arthrodesis is rarely indicated and total ankle replacement is contraindicated due to failure related to uneven medial-sided wear patterns.
Hip Dysplasia
Hip dysplasia in CMT was first reported in a case series by Kumar et al. in the early 1980s, and has subsequently been reported at a rate of ~8%. Hip dysplasia also has a greater association with CMT-1 than CMT-2, though the true prevalence remains unclear. It has been suggested that the alteration in gait with resultant change in biomechanics, including increased external rotation and decreased adduction of the hips, may contribute to hip subluxation and dysplasia later in life. While case reports exist documenting the incidence of hip dysplasia as a sentinel sign suggestive of CMT, the association between hip dysplasia and CMT is likely underreported. Occasionally, patients have hip dysplasia present at birth, and in some cases have required proximal femoral or pelvic osteotomy to correct coxa valga and painful subluxation.
Scoliosis
Scoliosis is not uncommon in individuals with CMT, and several studies have placed the prevalence of spinal deformity at up to 38%. In one study, 33% of individuals with CMT and scoliosis had left-sided curves and spinal canal abnormalities, and half were hyperkyphotic. However, curve pattern is highly variable in CMT. Patients most often exhibit right-sided single thoracic curves, though multiple curves are also frequently noted. Management is similar to that of other neuromuscular scoliosis, and depends on the curve pattern, degree of deformity, and progression. Increased risk of progression has been associated with nonambulatory status, hyperkyphosis, and curves greater than 30 degrees. Bracing has been found to be ineffective at halting curve progression. Fusion should be considered once the curve reaches 45 degrees.
Upper Extremity
While the lower limbs are typically affected earlier than the upper limbs, progressive decline in hand function has been noted in the literature as the decrease in manual function has a significant impact on disability and quality of life in CMT. CMT manifests in the upper extremity as an intrinsic minus deformity with decreased stability, dexterity, grip strength, and tactile sensation, and typically presents later in life, though there are some case reports of presentation of symptoms in the first decade. Physical and occupational therapy may be helpful for these patients, and infrequently, tendon transfer, nerve decompression and soft tissue release, and joint arthrodesis may also be helpful.
Friedreich Ataxia
Background
Friedreich’s ataxia (FA) is caused by an autosomal recessive trinucleotide expansion of frataxin. The mutation results in progressive degeneration of the posterior columns of the spinal cord and the common clinical picture of ataxia, sensory loss, weakness, and loss of DTRs with onset of symptoms prior to age 25 years. It is the most common of the early onset hereditary ataxias, affecting approximately 1/50,000 Caucasians. The orthopedic manifestations of this disease include kyphoscoliosis and pes cavus, which typically develop in the second decade of life.
Oftentimes, patients will exhibit scoliosis prior to onset of systemic symptoms, and the curve is typically more suggestive of adolescent idiopathic scoliosis (AIS) rather than neuromuscular disease. Labelle et al. identified scoliosis in each of a series of 56 patients and found that an early diagnosis of ataxia before age 10 and scoliosis before age 15 were independent risk factors for curve progression to greater than 60 degrees, at which point they were surgically stabilized. For those in whom scoliosis was not diagnosed until they had reached age 15, the curves typically did not progress beyond 40 degrees by skeletal maturity.
In a recent case series of 31 consecutive patients with FA, 24 males and 7 females, all presented with scoliosis and a mean curve of 51 degrees. The distribution of curves was nearly equal between single thoracic, thoracolumbar, and double thoracic or lumbar, and only two of the patients in the series exhibited the sweeping C-shaped curves typical of neuromuscular disease. The authors note that the high proportion of left-sided thoracic curves (9/20, 45%) help to differentiate scoliosis in FA versus that typically seen in AIS. Additionally, 29% of these patients (i.e. those who were observed to skeletal maturity and those who presented initially at skeletal maturity) did not require surgical intervention. This finding is supported in the literature, as individuals with an identifiable later onset of scoliosis did not necessarily progress to surgery. Another study of 77 patients identified as having FA reported a 63% (49/77) prevalence of scoliosis. Of these 49 patients, 27 were male and 22 were female. The greater proportion of males reported is an additional factor that may serve to differentiate scoliosis seen in FA from that seen in AIS. The study also reported 8 left-sided thoracic curves and 12 individuals exhibiting hyperkyphosis, which in the opinion of the authors provides further evidence supporting the difference between FA and AIS curves. Sixty percent of the patients in the series had progression of scoliosis greater than 6 degrees, though there were no associations between age, gender, or initial curve magnitude and risk of progression. An additional observation was the prevalence of hyperkyphosis, which has been reported in the literature at frequencies between 24.5% and 66%. Thoracic hyperkyphosis beyond 40 degrees is also associated with the progression of a coronal curve beyond 40 degrees.
Bracing in FA
In two studies, bracing was attempted in a total of 19 patients with progression to a surgical curve occurring in 15 individuals. Average progression of the curve despite bracing has been reported between 11 and 15 degrees per year. Bracing in this population is fraught, and inability to control coronal progression is well documented. For many patients, bracing may make walking difficult as the brace interferes with balancing truncal movements, which may limit adherence to bracing to several hours per day or may prevent it altogether. Given the possibility, though slight, of slowing progression, a trial of bracing in patients with FA should be considered on a case-by-case basis. Ambulatory patients with curves between 25 and 30 degrees may benefit from a brace, though it remains unlikely that these patients will ultimately avoid surgical intervention.
Surgical Intervention
Surgical intervention is indicated for curves greater than 60 degrees and in patients with 40 to 60 degree curves with an early presentation and high risk for progression. Consideration of the cardiomyopathy that frequently accompanies FA may warrant perioperative consultation with a cardiologist, and severe hypertrophic cardiomyopathy may be a relative contraindication for surgery in this population. Intraoperative neurophysiologic monitoring is limited in this population, and SSEPs and MEPs have been found to be inconsistently reproducible. Prior to surgery, alerting the anesthesia clinicians to the likelihood of an intraoperative wake-up test may be indicated. Overall curve correction has been reported to be between 33% and 66% depending on curve type.
Instrumentation typically extends to the lower lumbar spine distally, and fusion to the pelvis may be considered if the patient is nonambulatory. Fusion to T3/4 may prevent the development of proximal junctional kyphosis (PJK) secondary to poor truncal control and weak musculature. The authors recommend use of modern posterior spinal instrumentation techniques with pedicle screws and autogenous as well as allogenic bone graft.
Pes Cavus
The prevalence of both pes cavus and scoliosis in FA are associated with increasing GAA expansion size, which is thought to reflect the early onset of peripheral neuropathy seen in individuals with larger trinucleotide repeat sequences. The fixed equinovarus foot deformity seen in FA has an impact on independence and mobility, particularly standing transfers. If soft tissue procedures and osteotomies fail to control the deformity, triple arthrodesis is a useful salvage procedure to straighten and stabilize the foot. Given the high incidence of postoperative complications (3/7 subjects), preventative strategies (physical therapy, splinting, Botox injections) should be considered to avoid definitive surgical management, if possible. Aggressive postoperative rehabilitation will expedite recovery and healing, especially in patients who have been nonambulatory for extended periods of time prior to surgery.
Muscle Spasms
In addition to progressive ataxia and kinetic tremor, other movement disorders may present in FA, including axial and limb dystonia, chorea, and myoclonus. A number of case reports describe hyperkinetic movement disorders in FA, and the presence of dystonia has been noted in other spinocerebellar ataxias. Muscle spasm is generally of short duration and can be effectively treated with conservative measures, including massage, application of heating pads, and analgesics. Case reports have described the successful application of spinal cord stimulators and intrathecal baclofen pumps. In more severe cases, use of muscle relaxants such as diazepam may be warranted. Special consideration should be taken for patients undergoing operative management of equinovarus deformity with a history of muscle spasm and dystonia, as they have increased risk of postoperative exacerbation secondary to tendon transfers. These patients may require diazepam or baclofen for an extended period following surgery. In nonambulatory adult patients, thigh adductor and quadriceps spasm may limit their ability to perform perineal hygiene or prevent them from maintaining a comfortable seated position. When unresponsive to medical management or Botox, tenotomy has been used to improve symptoms.
Duchenne Muscular Dystrophy
Duchenne muscular dystrophy (DMD) is the most common of the inherited muscular dystrophies with an approximate incidence of 1 in 3500 live male births. It is an X-linked recessive disease presenting with the typical dystrophic syndrome secondary to an absence of dystrophin protein. While it is typically an inherited mutation, up to 30% of cases result from spontaneous mutations. The disease is characterized by the gradual development of proximal to distal weakness and dystrophic changes in cardiac and skeletal muscle. Typically, these patients have delayed motor development and exhibit early signs of gait abnormality resulting from the replacement of muscle by fibrofatty tissue. Many of these children will lose ambulatory ability by the end of the first decade, and death secondary to progressive respiratory weakness or cardiomyopathy frequently occurs before age 20.
DMD should be suspected when children have delayed motor development and a typical wide-based gait once they do begin to ambulate. Pelvic girdle weakness causes a compensatory lumbar hyperlordosis when standing, and contributes to reliance on the Gowers’ maneuver to rise from the floor. Signs of proximal weakness in the setting of a creatine kinase >5000 units/L are highly suspicious for Duchenne and Becker muscular dystrophies, and the diagnosis may be confirmed by finding a mutation of the dystrophin gene on DNA analysis.
Extremity Contractures
As a result of the typical progressive muscle weakness, individuals with DMD may tend towards leaving joints in static positions of relative flexion predisposing them to the development of joint contractures. Therapy focused on active and passive stretching may be useful to prevent or delay the development of contractures. One of the first deformities to develop in individuals with DMD is ankle equinus, resulting from the predilection to stand and walk on the toes in order to maintain knee extension (secondary to quadriceps weakness) and aid in standing by centering body mass. For this reason, in the setting of rigid contracture, percutaneous or open Z-lengthening of the Achilles with release of fibrotic tissue may be attempted, and posterior tibialis transfer to augment dorsiflexion and eversion may also aid in balancing the foot in the setting of hindfoot varus. Flexion contractures of the knee greater than 15 degrees may be addressed through hamstring lengthening. Patients should be braced following surgery, and early mobilization is encouraged to prevent further lower extremity atrophy. Achilles lengthening should be used selectively as overlengthening may decrease the time to loss of ambulation, and evidence supporting definitive indications or a specific time to perform surgery in these individuals is lacking given the high variability in patients’ particular ambulatory status. Surgery performed in the late ambulatory phase and after patients have ceased walking has been found to be generally ineffective and is contraindicated.
Spinal Deformity
Patients with DMD are at increased risk of spinal deformity owing to the loss of ambulation and dependent sitting that typically occurs between 9 and 14 years of age. Paraspinal weakness and a lack of support for the spine during the phase of maximal growth velocity results in development of a typical, c-shaped curve with rapid progression that severely impairs sitting ability and may affect cardiac function and respiratory vital capacity ( Figure 52.3 ). While long-term glucocorticoids have been shown to slow curve progression, they have also been associated with increased risk of fracture and osteoporosis. The prevalence of scoliosis in this population approaches 90% and patients generally require early operative intervention. Bracing in DMD has not been shown to prevent the progression of the curve, and should be considered as a means to improve sitting balance along with wheelchair chest wall support. However, because of poor patient tolerance of bracing and the risk of skin pressure sores, this modality should be used only in those individuals who are not surgical candidates.
At cessation of walking, patients should be regularly screened for scoliosis. Patients with a curve greater than 20 degrees should be closely monitored. Typical practice is to opt for early fusion, when the curve approaches 40 degrees. While several short-term and five-year-out studies failed to support this claim, others have found that early spinal fusion can help maintain vital capacity for up to 8 years postoperatively. A recent Cochrane review of scoliosis surgery in DMD failed to find evidence demonstrating positive effects of surgery on respiratory function or overall survival, and the attributable causes of mortality (respiratory infection or failure, progressive cardiomyopathy, sudden cardiac death) did not differ between operative and nonoperative groups. However, correction of scoliosis did result in improved sitting and overall quality of life. While the lack of randomized controlled trials curtails any definitive guidelines, patients with an FVC less than 35% have an increased risk of pulmonary insufficiency following surgery, and because loss of pulmonary function increases with magnitude of the curve and progressive muscle wasting, consideration of early correction is strongly recommended. Additional considerations regarding surgical timing include the increased blood loss as fibrofatty tissue replaces paraspinal musculature in older individuals with DMD and the presence or likelihood of vertebral fractures secondary to chronic glucocorticoid use.
Becker Muscular Dystrophy
Becker’s muscular dystrophy (BMD) is an X-linked recessive, inherited mutation typically resulting in a qualitative mutation in dystrophin rather than the complete absence of the protein seen in DMD. While the clinical manifestations of BMD are similar to those seen in DMD, onset of wheelchair dependence and cardiomyopathy typically occur later in life. One study found that, on average, patients with BMD became nonambulatory at age 27 years, and cardiac or respiratory-related death occurred early in the fourth decade, though wide age ranges were reported for onset of morbidity and mortality owing to the variability in dystrophin production.
Orthopedic management of BMD and DMD is also similar. It has been suggested that patients with BMD may benefit from early bracing with AFOs or knee-ankle-foot orthoses (KAFOs) because they tend to retain muscle strength for a longer period of time and as a result are less prone to develop rigid contractures. After loss of ambulatory status, patients should be monitored for the development of scoliosis and are candidates for early spinal arthrodesis to prevent progressive decline in respiratory status.
Congenital Myotonic Dystrophy
Congenital myotonic dystrophy (CMD) is an inherited trinucleotide repeat disorder manifesting as profound muscle weakness during infancy and progressive distal weakness and myotonic contractions that appear during the second decade. Children with CMD present with early hypotonia and characteristic facies (long and narrow with bitemporal narrowing), and typically have multiple organ involvement including endocrine disturbances, conduction defects, and dysphagia. Typical orthopedic manifestations involve the feet and spine, though hand weakness may also be seen in the second decade. In one retrospective series of 30 individuals, 73% required orthopedic surgery for lower extremity or spinal deformities, most commonly equinus, equinovarus foot, clubfoot, and scoliosis.
Ambulation is typically delayed in these children, and distal weakness contributes to the development of foot deformity as well as the inability to walk. Clubfoot in CMD is less rigid than in other syndromes, such as arthrogryposis or amyoplasia. It can be effectively treated with early nonoperative intervention, including serial casting, heel stretching, and nighttime bracing, which may circumvent the need for surgery later in life. When severe, these patients may require posteromedial surgical release or talectomy in order to achieve adequate correction. Often, patients require AFOs to aid walking following stretching or surgical intervention, and concurrent use of Lofstrand crutches may be helpful. Truncal weakness is implicated in the development of spinal deformities, usually by age 8 to 10 years.
Surgeons should be aware of the high risk for perioperative complications related to inhalational anesthetics, especially given the frequency of cardiac arrhythmia in this population. Careful dosing of anesthetics may prevent the need for prolonged postoperative assisted ventilation.
Congenital Myopathies
The congenital myopathies are classified based on findings seen on muscle biopsy. Patients require multidisciplinary care for the various pulmonary, GI, and neurologic complications common to the family of congenital myopathies. With regard to musculoskeletal involvement, patients suffer from generalized weakness or hypotonia, spinal and foot deformities, and poor skeletal muscle bulk. Weakness typically manifests as proximal or limb-girdle weakness, though foot drop may also be seen. Generalized weakness may manifest in other organ systems as evidenced by frequent and early onset ophthalmoparesis, and respiratory insufficiency requiring ventilation. In certain instances, and when appropriately managed, children with congenital myopathy do extremely well and go on to enjoy a childhood and adolescence approximate to that of the general population ( Figure 52.4 ).