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Fat

embolism:
reaming
controversy
Basic
concepts the
relevant
to the
design and
development
of the Point Contact Fixator (PC-Fix)
Peter V Giannoudis1, Christopher Tzioupis2, Hans-Christoph Pape3
Stephan
M.Trauma
Perren
and
Department
& Orthopaedics,
School of Medicine, University of Leeds, Leeds, UK
2
Joy
S. Buchanan
Department
of Trauma & Orthopaedics, St Jamess University Hospital, Leeds, UK
1
3

Trauma & Orthopedic Surgery, Pittsburgh Medical School, Pittsburgh, USA


AO/ASIF Research Institute, Clavadelerstrasse, 7270 Davos, Switzerland
AO/ASIF Research Institute, Clavadelerstrasse, 7270 Davos, Switzerland
KEYWORDS:
Fat embolism;
KEYWORDS:
intramedullary nailing;
One silly fountain;
reaming;
adult resProgressive
dwarves;
piratory
distress
synUmpteen
mats;multidrome
(ARDS);
Fiveorgan
silly trailers;
ple
dysfunction
syndrome (MODS).

Summary1 Intramedullary nailing is the preferred treatment method for stabilizing femoral diaphyseal fractures. Despite its superior biomechanical advanSummary
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umpteen
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umpteen
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studies,five
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reamed
and unreamed
cat ran away, then
the trailer
veryshown
cleverly
two irascible
bureaux.
intramedullary
nailing
has been
to kisses
alter selected
pulmonary
variables.
Although transient, this effect appears to be more prominent with reamed than
unreamed techniques. Additional studies are required to determine whether a
subgroup of trauma patients is adversely affected by intramedullary reaming,
thus necessitating other fixation techniques.

Introduction
Intramedullary (IM) nailing, introduced by Kntscher
[1] in 1940, is currently the treatment of choice
for acute stabilization of femoral shaft fractures in
adults [27].
By successfully controlling both length and rotation, the interlocked intramedullary nail has
expanded the indications for IM nailing to include
virtually all fracture patterns of the femoral shaft,
regardless of the extent of comminution [3, 812].
Numerous authors have documented high success
rates treating femoral shaft fractures with reamed
intramedullary nails [4, 7, 1328].
Over the years, although it is considered as a safe
procedure, pulmonary complications have been reported in some groups of patients [29, 30]. Concerns
1

Abstracts in German, French, Italian, Spanish, Japanese,


and Russian are printed at the end of this supplement.

over fat embolization, adult respiratory distress


syndrome (ARDS), and sudden intraoperative death
have caused some authors to question whether the
benefits of reaming are outweighed by its potential
adverse affects to the patient [3138].
The increase in intramedullary pressure during
reaming is thought to cause venous fat infiltration
through the transcortical vessels, leading to pulmonary emboli and possibly ARDS [34, 39]. Efforts such
as different reamer head designs, venting during
nailing, and the unreamed nailing technique have
been used to minimize intramedullary pressure
changes [40, 41]. However, most data on the exacerbation of pulmonary dysfunction is intraoperative
(ie, very short-term end points). There is little data
to suggest a long-term clinical effect of reamed
femoral nails on the pulmonary status in patients
with fractured femurs.
While these problems are most commonly reported with medullary canal reaming [39], other
authors have demonstrated that inserting an un-

Fat embolism: the reaming controversy


reamed nail can also cause a significant increase in
intramedullary pressure and subsequent fat intravasation [4244]. Therefore, the decision on whether
to use reamed or unreamed nails has resulted in
controversy over the optimal method of nail insertion [45, 46] that centers on the systemic effects of
intramedullary reaming.
The purpose of this article is to present the currently available evidence relating to fat embolization following reamed and undreamed nailing to
stabilize femoral shaft fractures.

Fat embolism: an overview


Since 1860, more than 2,000 reports and articles
have been published on the process of fat embolization and the fat embolism syndrome (FES).
The relationship between a fracture of a long bone
and respiratory insufficiency in the form of FES was
described by Peltier in 1957 [51]. This syndrome has
since been described as a contributing source of
ARDS [52], in which progressive respiratory failure
often leads to death.
Even though the term FES does not accurately
describe the pathomechanics of this condition,
embolization of substances and fat from the marrow space has traditionally been thought to be the
source of embolic fat. However, recent studies suggest otherwise. Mudd et al [53] suggested that soft
tissue injury, rather than fractures, is the primary
cause of fat embolism syndrome. The occurrence
of fat embolisms in trauma patients is estimated to
be as high as 90% [54], although only 15% develop
FES [55]. However, 1226% of patients undergoing
reamed IMN in the area of the femur develop pulmonary complications [56].
Kntscher [1] was the first to observe the systemic
effects of IM nailing attributable to increased intramedullary pressures and fat embolization. There
is evidence that instrumentation of the femoral
medullary canal causes intravasation of bone marrow fat. Blood samples taken from cannulation of
the femoral vein during reaming contain marrow
tissue elements [57]. The use of intraoperative
transesophageal echocardiography (TEE) has also
shown intravasation of fat into the lung vasculature
[58, 59]. Several mechanisms have been suggested
regarding the true etiological factor for the systemic intravasation of fat. The pathophysiological
cause of intramedullary pressure increase has been
confirmed by several investigations. The normal
intramedullary pressure in the uninjured long bone
ranges from 2530 mm Hg in sheep [60], was reported to be 50 mm Hg in the dog, and goes up to

S51
65 mm Hg in man [61]. Experimentally, pressure
increases as high as 300 mm Hg have been reported
in animals [62]. In patients with fractured femurs,
elevations of intramedullary pressure between 140
and 830 mm Hg have been observed [63]. Other authors found evidence of a shunt mechanism between
the arterial and venous systems in bone and suggested that a rise in intramedullary pressure could
affect the precarious balance between the arterial
and venous systems resulting in embolization of fat
particles [64].
Fat embolization caused by the liberation of intramedullary contents from unstabilized fractures
and their surrounding tissues has given rise to various
explanatory theories, including the release of humoral mediators (thromboxane), the theory of toxic
effects, the theory of coagulation disturbances, and
the colloidal theory [31, 6567]. Indeed, bone marrow embolization in the lung may cause mechanical
obstruction and occlusion of pulmonary vessels. In
an animal study, pressures of 300400 mm Hg were
applied to the intact intramedullary femoral cavity
and blood collected from the vena cava showed
large emboli of bone marrow fat and thrombocytes
as long as 3 cm [68].
Several pathogenetic pathways have been suggested, such as a high thromboplastin content of bone
marrow causing coagulation of thrombocytes and fat
[69], changes of pulmonary artery pressure [35], and
stimulation of the alternative pathway of coagulation
by disrupted fat cells and the intramedullary debris
[70]. However, these mechanisms do not seem strong
enough to cause all the changes observed.
Some authors favor the idea that the toxic effects
of fat can lead to pulmonary endothelial damage
[71]. Others think that the hypoxic-induced endothelial damage can liberate humoral mediators
leading to acute changes in the pulmonary vascular
response [72].
The microvascular obstruction effect caused
by the intravasation of fat and the inflammatory
reactions is thought to modify neutrophil kinetics,
creating favorable conditions for neutrophil-mediated injury [73].
Some authors found evidence of an influence of
neutrophils in trauma-induced lung injury and in response to fat embolization. The pulmonary damage
induced by fat infusion was preventable by induction
of neutropenia [73, 74].
Willis et al [75] measured lung myeloperoxidase
activity to examine the contribution of leukocytes to
lung injury induced by femoral fracture and IMN.
In several studies [58, 76, 77], researchers analyzed lipid-laden cell counts or neutrophil counts
of bronchoalveolar lavage fluid obtained from patients who underwent reamed femoral nailing and

S52

suffered from FES to establish whether mechanical


obstruction by fat globules causes the development
of FES. More recent work has provided evidence of
important interactions between fat embolism, its
coagulative effect, and the inflammatory response,
which further confirms the complexity of the pathogenic mechanisms involved [7880].

Fat embolism: to ream or not to ream?


Reaming of the femoral canal has been shown to
cause substantial elevations in intramedullary pressures, inducing marrow fragment embolization into
the venous circulation that has been regarded as a
cause of FES and ARDS [42, 8183].
Intraoperative monitoring such as TEE suggests
that the incidence of pulmonary embolism may
be higher than estimated [84, 85], and also that
reaming triggers microembolic fat showers through
the pulmonary arteries [86, 87]. To avoid reaming-induced embolism, solid nails inserted with the
undreamed technique were developed, however,
these nails have also subsequently been associated
with fat intravasation [88, 89].
In 1993, Pape et al [34] reported a 10-year retrospective review of 766 critically injured patients
with femoral shaft fractures. The authors summarized that patients who had early fracture stabilization and significant chest trauma (AIS thorax
> 2) had a higher incidence of ARDS (33% versus
7%) and mortality (21% versus 4%) than those with
delayed nailing. Because of this tendency toward
a higher incidence of ARDS (although not statistically significant), they suggested that reaming the
femoral canal may have had a detrimental effect on
pulmonary function and recommended that femoral
fractures in patients with chest injuries be treated
with unreamed nails.
Pape et al [39] also compared the effects of intramedullary nailing with and without reaming in
a prospective investigation of a small group of 31
patients with femoral shaft fracture but no thoracic
injury. They reported a persistent and significant
decrease in the oxygenation ratio in patients who underwent reaming, and they concluded that a nailing
technique that does not involve reaming is indicated
for patients with preexisting lung injury.
Controversy concerning the recommendations of
Pape et al [34] led to multiple basic science and
clinical studies to analyze the impact of intramedullary reaming in patients with pulmonary injuries.
A number of animal studies were conducted referring to the deleterious effects of femoral IMN with
reaming on pulmonary function [37, 38, 46, 70, 75,
84, 87, 9094].

P V Giannoudis et al

Wolinsky et al [94] tried to get even closer to the


borderline conditions outlined by Pape et al [34]. Using an experimental animal model, they studied the
effect of IM reaming after drug-induced ARDS. Even
under those conditions, they reported no adverse
effects of reaming.
Willis et al [75] examined lung capillary leak in
rats with femoral fractures and reported an increase
in lung permeability and neutrophil content with
femoral fracture, which did not worsen with reaming. Elmaraghy et al [95] used an animal model to
assess the results of marrow content embolization.
They showed that marrow embolization in a physiologically normal animal lead from minimal to no
inflammatory changes in the lung tissue, indicating
that the significance of marrow content embolization depends on the patients physiological background inflammatory state.
Williams et al [93] showed that tissue plasminogen
activator inhibitor levels increased following femoral fracture in rabbits, which increased pulmonary
endothelial injury.
Duwelius et al [84], in a sheep model, showed peak
showers of microemboli occurred with cannulation
of the femoral canal with an awl, with secondary
peaks occurring during early passes of the reamer
and during insertion of the nail. Pulmonary physiological measurements and histological features
of lung tissue obtained from sheep with an experimental pulmonary contusion were compared with
equivalent data from healthy sheep. They reported
that reamed IM nailing did not increase the risk of
pulmonary dysfunction. This result was reproduced
by Wozasek et al [46] who reported similar lung permeability in sheep after IM nailing, with and without
associated pulmonary injury.
Schemitsch et al [96] induced fat embolism in a
canine experimental fracture model and then compared the effects of plate fixation with IM nailing
with and without reaming. They showed significant
changes in the alveolar arterial gradients in the
animals with and without reamed nailing when compared with using a plate. However, these changes
were temporary and the differences between the
three fixation methods were minimal after 24
hours. They summarized that the method of fracture
fixation had little influence on the development of
pulmonary dysfunction, which probably depended
on other factors.
Neudeck et al [97] calculated the intramedullary
pressure when using a reamed intramedullary nail,
an unreamed intramedullary nail, and a plate for the
stabilization of an experimental fracture of a sheep
femur. They reported similar intramedullary pressure increases during the reamed and the unreamed
techniques, whereas application of the plate did not

Fat embolism: the reaming controversy


cause any relevant increase in the intramedullary
pressure.
Buttaro et al [88] conducted a TEE study in a
pig model to quantify emboli phenomena during femoral nailing with both the reamed and
the unreamed technique. The authors concluded
that the pulmonary changes and fat embolization
during IM nailing occurred to the same degree in
reamed and unreamed femurs. This finding could
be explained by inferring that the amount of
intramedullary tension is independent of the IM
nailing technique.
Several authors have tried to quantify the degree
of fat embolization with the reamed and the unreamed nailing technique in clinical trials. Anwar
et al [98] prospectively randomized 82 patients with
femoral shaft fractures (two groups of 41 patients
each) applying a reamed or unreamed technique.
The authors calculated the alterations in arterial
blood gases, ratios of PaO2/FiO2, and alveolar arterial gradients; pulmonary complications (ARDS,
pneumonia, and respiratory failure) were also monitored. No significant differences were observed in
the ratio of PaO2/FiO2 ratios or alveolar arterial
(A-a) gradients before and after nailing. Although,
the overall incidence of pulmonary complications
was 14.6%, the rate in the reamed group was double
(eight patients who had reamed nailing and four
patients who had unreamed nailing). However, due
to inadequate statistical power they were unable to
document differences in pulmonary physiological response or clinical outcome between patients having
reamed and unreamed femoral nailing. They summarized that the severity of the initial pulmonary
injury is the most important factor in determining
which patients will have a pulmonary complication,
which is a view similar to other investigators Bosse
et al [99] and Stellin [100].
Krpfl et al [44], in a prospective consecutive
nonrandomized clinical trial, reported that insertion
of an unreamed nail is associated with a significant
intramedullary pressure increase. The same group
reported that the intramedullary pressure increased
significantly more in the reamed group than in the
unreamed group, and that bone marrow intravasation, which depended on the rise of intramedullary
pressure, occurred less frequently in femoral fractures stabilized with the unreamed technique than
the reamed one [101].
In a prospective randomized study of a group
of 153 patients with isolated femoral fractures,
Buckley et al [102] reported no difference in pulmonary complications for reamed versus unreamed
intramedullary nails. However, they showed a decrease in the PaO2/FIO2 ratio in multiply injured
patients who had reamed femoral nails.

S53
Weresh et al [103], in a prospective study of 50
patients with a femoral fracture, calculated alveolar
dead space (Vo/Vt) and alveolar arterial gradient (Aa D02) during IM nailing. The authors concluded that
intramedullary fixation of femoral shaft fractures
did not routinely generate a large enough burden of
pulmonary embolization to produce a noteworthy alteration in either parameter during reamed nailing,
even when comparing the number of reamer passes
or the presence of pulmonary injury.
Bosse et al [99] conducted a retrospective
comparative study of 453 patients with femur
fractures at two trauma centers, one of which
treated femoral fractures primarily with IM nails
and the other mainly with plates. They reported
no significant difference regarding the incidences
of ARDS, pneumonia, pulmonary embolism, multiorgan dysfunction, or death between the reamed
and unreamed groups. The overall incidence of
ARDS was only 2%. Their study suggested that
reamed nailing of femoral fractures did not increase the risk of pulmonary morbidity. Bone et al
[104, 105] and van der Made et al [106] confirmed
these findings and made a similar recommendation
that patients with pulmonary injuries and femoral
fracture should have reamed IM stabilization unless they are hemodynamically unstable, in which
case they still recommended early stabilization,
but with use of an unreamed nail or the plating
technique.
Helttula et al [107] compared pre- and immediate
postoperative central hemodynamic variables in 20
healthy adults with a unilateral simple tibial fracture
undergoing reamed or unreamed IM nailing. They
reported that unchanged cardiac performance but
pathologically altered pulmonary vascular tone were
unrelated to the type of nailing and concluded that
changes in cardiac and pulmonary hemodynamics
were already present after the trauma and before
the IM nailing procedure.
The Canadian Orthopaedic Trauma Society [108],
in a report on the results of a large prospective,
randomized, multicenter study, found no significant
difference between two groups of patients managed
with either reamed or unreamed nailing. They also
reported that the ARDS rate was too low to detect a
significant difference between the groups.
Giannoudis et al [109] reported that reamed
and unreamed femoral nailing provoked similar
increases in PMN elastase release and adhesion
molecule expression (plasma elastase- 1 antitrypsin
complex and CD11b), implying that fracture surgery
constitutes a significant proinflammatory stimulus.
The only patient in the study group who developed
ARDS showed a massive postoperative inflammatory
response shortly after reamed nailing.

S54

Nail shape and size have also been implicated in


the proliferation of embolic material. Mller et al
[41] reported on the effects of different reamer
systems and different reamer shaft diameters on
pressure dynamics in human femur specimens showing that a reduction in the reamer shaft diameter
led to a smaller intramedullary pressure increase.
Modification of the reamer design and size did not
significantly influence intramedullary pressure
changes in their study.
Moussavi et al [110] assessed the influence of
driving speed and revolution rate per minute of
two reamers on femoral intramedullary pressure
increase and fat intravasation exposing 24 animals
to hemorrhagic shock after midshaft osteotomy
and conducting controlled reaming. Reaming with
a smaller cored reamer and modified reaming parameters led to a lower increase in intramedullary
pressure and reduced the amount of fat intravasation measured with TEE. The authors concluded
that primary reamed IM nailing should be done after
resuscitation at a low driving speed and high revolutions per minute with a smaller cored reamer to
minimize the risk of pulmonary dysfunction. Their
findings suggested that fat intravasation seems to
be a cumulative phenomenon. In addition, reaming
the intramedullary canal with physical and reamercorrelated modifications to ameliorate or neutralize
fat embolism must be done within a certain time.
If it is not done within a certain time, additional
activation of inflammatory mediators plays a greater
role in pulmonary function impairment than do the
physical reaming parameters [109, 111].
Regarding the treatment of femoral metastases,
Assal et al [112] evaluated their experience of osteosynthesis of metastatic lesions of the proximal
femur using a solid femoral nail without reaming to
treat twelve pathological fractures in ten patients.
They reported one intraoperative death that was
diagnosed at autopsy as being a result of massive
pulmonary fat embolization. Broos et al [113] in
another prospective study of 67 cases of unreamed
femoral nailing, reported neither fat embolism nor
ARDS. The authors concluded that unreamed IM
nailing was safe and preferable as a technique for
treating patients with long bone metastases.
Tornetta and Tiburzi [23] reported that there is
no significant difference between the influence of
reamed and unreamed femoral nailing technique on
fat intravasation and pulmonary dysfunction. However, several studies have reported that intramedullary reaming and nailing of femoral fractures
could lead to serious pulmonary damage or death
[114116].
Finally, Bhandari et al [117] presented evidence
that reamed IM nailing did not incur greater risks

P V Giannoudis et al

of malunion, pulmonary emboli, compartment syndrome, and infection in their metaanalysis from a
pooled analysis of randomized trials.

Conclusion
There is no doubt that intravasation of fat particles
can cause severe lung damage. Animal studies that
show increased pulmonary endothelial permeability
associated with reaming and uncontrolled human
studies support the use of unreamed femoral nails
in patients with chest injuries.
Nevertheless, fat emboli are generated during nail
insertion with the unreamed technique. However,
advocates of the unreamed technique claim that
reaming could cause a cumulative effect (reamer
passages, nail insertion) that could be deleterious
to the patients pulmonary function. Despite the
contradictory results that have been published in
various studies, it seems that the clinical effects
of the embolization associated with intramedullary
manipulations and reaming are no longer as severe,
which can be attributed to the advances made
in pre-hospital care and transport, resuscitation,
critical care medicine, ventilation strategies, and
the increased awareness over the clinical entity.
In addition, careful surgical technique can limit
the medullary canal pressurization associated with
reaming.
The systemic effects of femoral nailing after polytrauma and particularly in selected patients at high
risk of complications is still a topic of animated discussion. It seems that the systemic response to femoral nailing includes the effects of fat and inflammatory reactions. As with any surgical procedure, the
decision to ream or not to ream the intramedullary
canal has to be based on several considerations, including the fracture pattern, concomitant injuries,
and the patients overall physiological status.
The new era that has begun as the result of the
coupling of basic science and applied orthopedics
has led to the alteration of the inherent characteristics of the known fixation methods. The efforts made
travel in two directions: altering the characteristics
of the technique itself and reevaluating the general
concepts of its application.
Our knowledge of the physiological changes between reamed and unreamed intramedullary nailing has increased over the years. The introduction
of damage control orthopedics is likely to have a
positive impact on treating femoral shaft fractures
in polytrauma patients without the risk of side effects. In this context, it appears to be an adequate
alternative for patients at high risk of posttraumatic
complications.

Fat embolism: the reaming controversy

S55

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Correspondence address:
Peter V Giannoudis
Professor Department of Trauma & Orthopaedics
St Jamess University Hospital
Beckett Street
Leeds, LS9 7TF, United Kingdom
Phone: +44 113 243 3144
Fax: +44 113 206 5156
e-mail: pgiannoudi@aol.com

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