Bone and Osteoarthritis (Topics in Bone Biology, 4)

Value of Biomarkers in Osteoarthritis
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The subchondral bone is highly adaptable, with the ability to model and remodel in response to loading stresses experienced by the joint. Repetitive stress injuries within the joint can result in primary or secondary pathologic lesions within the subchondral bone, which have been recognized to contribute to the development and progression of osteoarthritis. Recent advances in diagnostic imaging, particularly volumetric imaging modalities have facilitated earlier identification of subchondral bone disease.

Despite these advancements, limitations in our knowledge about subchondral bone makes treatment and prevention of these conditions challenging. The purpose of this report is to review our current understanding of subchondral bone and its relationship to osteoarthritis across veterinary species, with a specific focus in the research that has been performed in horses. It can be concluded that our current understanding of subchondral bone is advancing, and future experimental, clinical and pathologic studies will provide additional insight about subchondral bone and its relationship to joint disease.

As our understanding of the underlying pathophysiology of osteoarthritis OA grows, we have begun to recognize that OA is a disease of not just articular cartilage, but of the osteochondral unit. The osteochondral unit is composed of articular cartilage, calcified cartilage, and subchondral and trabecular bone, which work synergistically to support functional loading of the joint 1 , 2.

Subchondral bone has received particular attention in recent years, as derangements in this essential tissue have been recognized for its contribution to the development and progression of OA. In this review, we will begin with a brief discussion of the anatomy, physiology, and biomechanical principles that guide subchondral bone function. We will then delve into the specific conditions of subchondral bone, specifically subchondral bone disease, repetitive stress injury, and chronic fatigue injury.

We will conclude with some general principles of diagnosis and a brief discussion of treatment and prevention strategies. The subchondral bone is located deep to the articular cartilage, but remains connected to it through a layer of calcified cartilage. The subchondral bone varies in architecture and physiology by region, from the more compact layer of bone adjacent to the calcified cartilage subchondral bone plate , to the trabecular bone closer to the medullary cavity.

The character of subchondral bone also differs depending on the thickness: the thinner areas are predominantly appositional layers continuous with trabeculae and with a low number of haversian canals; while the thicker areas are composed predominantly of a network of osteons 4. The function of the subchondral bone is to attenuate forces generated through locomotion, with the compact subchondral bone plate providing firm support and the subchondral trabecular component providing elasticity for shock absorption during joint loading 3.

Maintenance of this intrinsic joint elasticity is essential for the biomechanical principles of locomotion. Subchondral bone is a biphasic material, which includes an inorganic component composed of hydroxyapatite crystals for rigidity, and an organic component composed of predominantly type I collagen, proteoglycan, glycosaminoglycans, and water affording elasticity and pliancy 3. The composition of subchondral bone is uniquely designed to disperse axial loads across the joint, sparing the overlying articular cartilage 5 — 8.

Subchondral bone has the innate ability to display a range of responses, reflecting both acute stresses as well as more prolonged, chronic, adaptive responses within the joint. At one end of the spectrum, subchondral bone is responsible for dissipating forces generated by locomotion, considering it has been shown to be 10 times more deformable than the cortical shaft of long bones 9. Further along the spectrum, subchondral bone is able to physically adapt its morphology in response to stresses placed on the joint. The adaptive capabilities of subchondral bone follow Wolff's Law, which states that bone will adapt in response to the loading under which it is subjected The adaptive response is facilitated through the formative and resorptive activities of osteoblasts and osteoclasts, respectively, and is macroscopically observed within the trabecular bone.

The rich vascularization and innervation of subchondral bone facilitates a comprehensive and extensive local response to both physiologic and pathologic alterations within the bone. Unlike other tissues within the joint, subchondral bone is highly responsive to loading, with the ability to respond quickly to training and injury The forces incurred by the articular cartilage are transmitted to the subchondral bone across the calcified cartilage layer, which is uniquely adapted to distribute forces and minimize shear stresses on the articular cartilage layer through an undulating association with subchondral bone Deeper within the bone, compliance of the trabecular bone is essential for the joint to deform during loading and help to dissipate this energy across the layers of the joint.

The different layers of the joint work in concert with one another to facilitate support and force distribution: the articular cartilage is supported by the calcified cartilage, which is supported by the subchondral bone plate, which is in turn supported by the subchondral trabecular bone and ultimately the cortical bone. The complex balance of function between the different layers must compensate for the rate and coordinated loading of the joint, as these are the two most important factors in the bone's ability to respond to imposed stresses.

Joint shape and ligamentous attachments confine joint motion and in doing so affect the pattern of response observed within the subchondral bone. The muscles or tendons which span the joint are the primary contributors of surface loads, which are generated to counteract the rotational forces secondary to the ground reaction force acting on the moment arm of the limb 2 , 13 The generated forces are not equal however, as the moment arm of the tendon is typically shorter than that of the limb.

Because of this, the force generated from the tendon is much larger than the ground reaction force, resulting in an amplification of contact forces within the joint and at the subchondral bone. The joint is able to respond to repetitive loading through the adaptive processes of bone modeling and remodeling.

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Bone modeling is defined as bone formation and resorption at anatomically distinct sites to produce functionally and mechanically purposeful architecture Osteoclasts and osteoblasts work independently, and is typically characterized by a greater amount of bone formation than resorption. Modeling occurs at both the macroscopic and microscopic levels, with variation in the size and shape of the joints and microarchitecture observed over time. Modeling in subchondral bone typically manifests microscopically as changes in the microarchitecture, with trabecular infilling; and macroscopically as a thickening of the bone.

These alterations change the mechanical properties in the bone, resulting in stiffer bone with decreased elasticity and reduced capacity for shock absorption. The bone may thicken in response to increased physical demands, as either a method to strengthen the bone or to reset the physiologic threshold, such as in cases of juvenile animals or those returning to exercise. Bone remodeling is the coordinated activity of osteoclasts and osteoblasts to remove biomechanically inferior packets of bone and replace it with new bone The processes of bone formation and resorption are asynchronously coupled, with small packets of abnormal or damaged bone resorbed by osteoclasts, followed by the recruitment of osteoblastic precursors which then differentiate and replace the removed bone Importantly, there is a delay in the replacement of diseased bone, with osteoclastic processes occurring within weeks, while osteoblastic replacement of bone is slower and occurs over months.

As this process occurs, the delay in new bone results in a relative osteoporosis at the site of bone replacement, as the bone is initially weakened after osteoclasts have removed the inferior bone, prior to the osteoblastic replacement with new bone. This transient osteoporosis is most notable 60— days after the initial injury, and clinicians must be cognizant that affected bone is at an increased risk of fracturing during this period if compounded with a complete lack of physical activity For this reason, controlled activity—such as hand walking or paddock turnout—is typically recommended to mitigate the potential for fracture during this time.

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When the adaptive capabilities of the bone are exceeded—especially in cases of corresponding degradation of the articular cartilage layer—sclerosis, osteophytes and fibrocartilaginous repair tissues are visible within the osteochondral unit. Subchondral bone follows the innate properties of all tissues, as there is a strain threshold beyond which normal adaptive processes are unable to compensate and pathological events progress resulting in subchondral bone damage.

Sclerosis may be observed with subchondral bone damage, which results in a decreased elasticity within the subchondral bone plate and trabecular bone. This thickening within the subchondral bone in turn affects the ability of the articular cartilage to withstand mechanical loading, by increasing transverse stresses at the base of the articular cartilage layer, resulting in horizontal clefts within the deep zone of cartilage. With continued loading, these clefts can progress to the articular surface of the cartilage, perpetuating the cycle of OA changes within the joint Figure 1 18 — The point at which this adaptive process becomes pathological is influenced by a multitude of factors, and includes but is not limited to location i.

Clinically these changes result in the perception of pain, as the rich nerve supply of subchondral bone is one of the main mechanisms of pain perception in the joint disease 3. Figure 1. Histopathologic grading examples of osteochondral lesions in spontaneous osteoarthritis cases in equine metacarpophalangeal joints. Microscopic images showing advancement of subchondral bone remodeling through calcified cartilage layer star.

Reprinted from McIlwraith et al. The complex balance of adaptive and maladaptive bone modeling is further complicated by the fact that microdamage is observed even in well-adapted bones. Osteoclasts remove damaged bone, which is then replaced with new bone by osteoblasts. These fatigue injuries occur when microdamage accumulates faster than remodeling can repair.

Additionally, it is also accepted that remodeling activities are inhibited in a high load environment due to reduced recruitment of osteoclasts Pathologically fatigued bone clinically manifests in one of two ways: either as overt, mechanical failure in the form of a fracture, or as biological or functional failure where subtle changes occur resulting in the inability of the bone to sustain the expected demands of activity. Biological or functional failure is typically the result of more insidious changes within the joint, resulting in abnormal or inefficient transmission of loads, incongruent articular surfaces, and may include compromised perfusion or inadequate physical support from the adjacent articular cartilage 2.

Fractures of fatigued bone can be further characterized as to whether they are the result of supra-physiological loads or the result of cumulative microdamage resulting in excessive fatigue within the bone. Taken together, the more contemporary research has demonstrated strong evidence that subchondral bone changes are not simply a secondary sign of OA, but rather can be an initiating factor of degeneration of the health of the joint 21 , Historically, traumatic arthritis has been held as a condition of synovial-mediated degradation of articular cartilage and direct mechanical damage to the joint surface.

More recently, the joint has been re-conceptualized as an organ system, within which multiple tissues can be damaged and contribute to overall injury and dysfunction. A general approach to understanding the fundamental mechanisms for OA have been noted as either abnormal loading on normal cartilage or normal loading on abnormal cartilage Damage of the articular cartilage can occur from a variety of different circumstances, including damage to the subchondral bone, synovial membrane, fibrous joint capsule, peri-ligamentous support structures, or direct trauma to the articular cartilage itself Damage to the subchondral bone has received increasing interest for its role in joint injury, as changes in the composition or mechanical properties of the subchondral bone appear to mediate some of the changes observed in OA.

For example, sclerosis reduces the shock-absorbing capability of the subchondral bone, and increases the risk of shear-induced tensile failure of the articular cartilage cross-links 12 ; and subchondral bone has also been demonstrated as a potential source of inflammatory mediators that have been associated with degradation of deeper layers of articular cartilage 25 , Changes are also observed on the microarchitectural level, with the coalescing of microcracks or microfractures within the bone. Rapid, excessive bone formation may result in the development of bone sclerosis, which may be of reduced mineral quality and integrity Furthermore, expansion of the trabecular bone observed in subchondral bone undergoing excessive new bone formation, reduces the size of the bone marrow spaces, potentially resulting in an ischemic state, or at the very least a change in tissue nutrition Integration between the old bone and the newly added bone also takes time, and if there is a disparity between mineral properties, this may further predispose this area of bone to failure The delay between bone resorption and remodeling, where bone is resorbed at a faster rate than it is replaced, leaves the equine athlete susceptible to injury, especially when it is subjected to excessive training and stress.

Compensation for these stresses is only possible up to a point, after which time the bone enters a spectrum of pathologic changes, which may be further complicated by the concurrent presence of clinical disease. The athletic horse is a well-studied model for repetitive stress injury, with multiple locations and manifestations of the disease. The metacarpal and metatarsal condyles are the most recognized locations of repetitive stress response and injury, with macroscopic abnormalities including increased radiopharmaceutical uptake on nuclear scintigraphy, radiolucency within the condyles on radiography, increased sclerosis within the bone on computed tomography and longitudinal fractures within the bone.

In some cases, it may be difficult to distinguish whether these injuries are primary diseases of subchondral bone, or whether they reflect more complex traumatic injuries to the bone, cartilage, and supporting soft tissues of the joint. An acute injury to a bony or ligamentous structure around or within a joint may alter weight-bearing during exercise and stimulate alterations within the subchondral bone that may result in the development of disease. Recent work in Thoroughbred racehorses has recognized a significant association between catastrophic biaxial proximal sesamoid bone fractures and disease of the subchondral bone of the third metacarpal bone of the contralateral limb Subchondral bone disease is most frequently recognized in racehorses, but can affect horses in a variety of disciplines, including steeplechasers, jumpers, and three-day event horses.

Investigation of injury in subchondral bone has been reported in both clinical cases and experimental models. Microdamage within the subchondral bone has been experimentally investigated using an equine model with controlled treadmill exercise, showing that it can develop early under exercising conditions The metacarpal condyles of these horses displayed changes indicative of a milder version of what has been observed in clinical cases.

Investigation of subchondral bone changes in clinical cases of racehorses euthanized for other catastrophic injuries has revealed changes on both a macroscopic and microscopic level.

Lesions in the subchondral bone varied from thickening of the subchondral and trabecular bone to advancing sclerosis with increasing amounts of osteocyte necrosis, the presence of vascular channels filled with matrix debris and osteoclastic remodeling. Changes in the subchondral bone were not limited to architectural microdamage alone, as osteocyte death was also identified. In many of these cases, on gross examination the articular cartilage appeared largely viable, with limited erosion and degeneration within the superficial layers Figure 2.

Focal disruption of the calcified cartilage layer appeared to result in cartilage in-folding. The disparity between these experimental and clinical findings is not necessarily unexpected, as it is unrealistic to believe clinical conditions can be perfectly modeled in a laboratory setting. Taken together however, these findings would suggest that microdamage within the subchondral bone not only results in the loss of mechanical support to the articular cartilage, but local factors i. Figure 2.

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Postmortem sample of a distal metacarpus from the leg opposite to that suffering a catastrophic injury in a racehorse. Although there is intact articular cartilage, subchondral bone necrosis arrowheads and sclerosis arrows can be seen. Chronic fatigue injury has also been used to describe injury to the subchondral bone. Chronic fatigue injuries result from cyclic loading of the tissue below the biomechanical threshold of tissue failure, and occurs commonly in the subchondral bone of the equine athlete 3 , Currently, it seems that chronic fatigue injuries and repetitive stress injuries are terms used interchangeably throughout the literature and amongst clinicians, suggesting these terms are frequently used to describe the same underlying disease processes of subchondral bone.

As more is understood about the biological behavior of subchondral bone under abnormal physiologic conditions, further clarification or consensus about these terms will likely be important. Chronic fatigue injury in the subchondral bone was initially described in clinical cases of injured racehorses 34 ; and validated through numerous clinical studies and experimental models 18 — 20 , 35 — There are three mechanisms by which damage can occur: 1 microdamage formation within the tissues; 2 an area of weakness within tissues secondary to biomechanical and tissue responses to cyclic loading, predisposing this tissue to damage; or 3 adaptive tissue responses that chronically fatigue the tissue, resulting in a change in material properties and ultimately to injury 3.

One of the best clinical examples of chronic fatigue injury is in the palmar aspect of the third metacarpal condyles. In young Thoroughbred racehorses in training, sclerosis in the palmar aspect of the condyles is common, but the difficulty lies in discerning when these changes are indicative of a pathologic response. It is rare to observe clinical abnormalities in this region until these processes have resulted in subchondral bone pain or gross damage within the joint Advances in diagnostic imaging have improved identification of these pathologic changes and is an attractive avenue for further research into understanding subchondral bone disease.

Although the significance of osteochondral injury in joint disease has been well-discussed 39 , our understanding of the complex relationship between the subchondral bone and articular cartilage in repetitive stress injury and chronic fatigue injury continues to evolve, as great progress in understanding have and will likely continue to be made over the next decade through advancements in imaging and experimental disease models. The tenets of diagnosis for subchondral bone disease remain the same as for many other musculoskeletal conditions in the horse—a thorough clinical examination including static and dynamic, and subjective and objective evaluations to localize the source of lameness, diagnostic analgesia, and diagnostic imaging examination.

Subchondral bone injury may be identified on standard radiographic projections, but also may be missed depending on the location and time-course of the disease.

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There is no cure for OA, so doctors usually treat OA symptoms with a combination of therapies, which may include the following: Increasing physical activity. Arthritis Care Res Hoboken 64 : — Magnetic resonance imaging of subchondral bone marrow lesions in association with osteoarthritis. Arthritis Rheum ; 44 : — In the meantime, to ensure continued support, we are displaying the site without styles and JavaScript.

Diseased bone may radiographically have the appearance of areas of decreased opacity surrounded by areas of increased opacity, or may be visible as a distinct fracture. A lack of radiographically observable abnormalities does not rule out the presence of subchondral bone disease and repeat imaging in 10—14 days or use of a different, more advanced imaging modality should be considered.

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Depending on the severity and chronicity of the injury, nuclear scintigraphy, magnetic resonance imaging MRI , and computed tomography CT can be considered for further evaluation of changes within the subchondral bone. In severe cases where overlying articular cartilage damage is also present, diagnostic arthroscopy may be considered for further evaluation of the subchondral bone. Volumetric imaging techniques, such as MRI and CT that provide information in three-dimensions have arguably revolutionized our clinical ability to assess subchondral bone and the health of the joint as a whole.

Magnetic resonance imaging has facilitated the identification of diseased subchondral bone. These terms all describe lesions within the subchondral bone with high signal intensity on fluid-sensitive sequences Figure 3. Bone marrow lesions have a characteristic decreased signal intensity on T1-weighted images and increased signal intensity of T2-weighted images 41 , Multiple theories and etiologies have been proposed for the formation of bone marrow lesions, and histologic examination of these lesions have identified a wide spectrum of abnormalities More recently, compelling reports have been published citing bone marrow lesions as early indicators of structural deterioration of the joint and may serve as a marker for maladaptive changes within the subchondral bone and articular cartilage 43 — Further research is essential and forthcoming in this field with the continued development of high-field MRI systems that can provide increased detail.

Figure 3. Images of subchondral bone injury as detected using magnetic resonance imaging MRI. There is marked subchondral and trabecular bone sclerosis in the palmar aspect of the third metacarpal condyle white arrows , with the lateral condyle slightly more affected than the medial condyle. There is a fissure visible within the bone on the palmar-axial aspect of the lateral condyle that also exhibits increased signal D , arrow.

In addition to identification of bone marrow lesions, increased bone mineral density or sclerosis is frequently identified on MRI in areas of signal changes. These changes are identified as areas of low signal intensity, but this depends on the sequences used for evaluation. Furthermore, diseased subchondral bone is not always sclerotic and although increased bone density may be present, signal changes on MRI are non-specific and may represent an increased volume of lower density bone. Increased signal intensity on MRI should be interpreted with caution, as this may not truly represent the trabecular thickening inherent to sclerosis 2.

Magnetic resonance imaging remains as the only modality capable of being used to identify fluid e. Fine bone detail can be very challenging to identify using MRI, as the appearance of bone and soft tissue can overlap. In cases of confluent tissue—such as in a joint with osseous proliferation with adjacent soft tissue thickening—the signal intensity of MRI will be the same and it can be challenging or impossible to distinguish between the structures.

The volumetric information from reconstructed CT images can illustrate subtle to extensive internal and external osseous remodeling Figure 4. In specific sites, remodeling changes observed on CT have been validated to indicate pathologic change and impending fractures The tissue density observed on CT can be translated into numerical values known as Hounsfield units HU. Information about the specific densities of the bone may provide valuable insight into unique patterns of bone change, and furthermore provides an objective metric for comparison if serial examinations are performed.

Figure 4. Image of the distal metacarpus of a year-old Thoroughbred racehorse obtained post-mortem with marked palmar osteochondral disease obtained using computed tomography CT in the sagittal, transverse and dorsal planes. Subchondral bone sclerosis and lysis black arrows and extensive articular cartilage loss is visible on these images and was present on gross evaluation. The information afforded through volumetric imaging modalities such as CT and MRI, have increased our knowledge in the behavior of subchondral bone and its response to training and injury.

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Historically, CT and MRI evaluation in the equine patient has been limited due to gantry size or requirements for general anesthesia. MRI and CT should be considered as complimentary to one another when evaluating the subchondral bone, as each provides unique and valuable information. An additional notable volumetric imaging modality that is receiving increasing attention as a developing technology for assessment of subchondral bone is positron emission computed tomography PET.

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