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INTRODUCTION CLASSIFICATION
Osteoporosis contributes to many of the fractures of Two categories of osteoporosis have been identified:
the spine, proximal femur, distal radius as well as some primary and secondary. Primary osteoporosis is the
diaphyseal fractures seen by orthopaedic surgeons. The most common form of the disease and includes post-
number of patients with fractures associated with os- menopausal osteoporosis (type I), and senile osteoporo-
teoporosis will increase dramatically in the next decade. sis (type II). Secondary osteoporosis is characterized
Patients with decreased bone density with one fracture as having a clearly definable etiologic mechanism.
are at increased risk for another fracture and thus it is Type I is associated with a loss of estrogen and andro-
critical that these patients be identified and treated for gen resulting in increased bone turnover, with bone re-
their decreased bone density. For these reasons, ortho- sorption exceeding bone formation, and a predominant
paedic surgeons will have an increasing role in the di- loss of trabecular bone compared with cortical bone.
agnosis of osteoporosis, prevention of fractures in Type II, which represents the gradual age-related bone
patients with osteoporosis and in at least some instances loss found in both sexes caused by systemic senescence,
treatment of osteoporosis. This article will address the is induced by the loss of stem-cell precursors, with a
current therapeutic options available to the orthopae- predominant loss of cortical bone28.
dist for the prevention and treatment of osteoporosis. After attaining peak bone mass at age 30, men and
The field is progressing so rapidly that the physician women lose bone at a rate of approximately 0.3% and
now has a vast array of efficacious therapies. 0.5% per year, respectively. Bone loss in women is ac-
Osteoporosis, a disorder characterized by low bone celerated further by a deficiency in estrogen at a rate
mass, and associated with pathologic fractures is the of 2% year during menopause and continues for 6 years
most common metabolic bone diseases in the developed thereafter. Because age-related bone loss is a universal
countries. It effects more than 25 million Americans and phenomenon in humans, any circumstance that limits
leads to more than 1.5 million fractures each year6. an individual’s ability to maximize peak adult bone mass
Osteoporotic fractures may affect any part of the skel- increases the likelihood of developing osteoporosis later
eton except the skull. Most commonly fractures occur in life. In addition, since there are no safe and effective
in the distal forearm, thoracic and lumbar vertebrae, ways to rebuild the osteoporotic skeleton, prevention
and proximal femur. The incidence of osteoporotic frac- emerges as the crucial strategy29. Consequently, a
tures increases with age, is higher in whites than in knowledge of preventive approaches is essential, includ-
blacks, and higher in women than in men18. It has been ing the efficacy and safety of estrogen and progestin
estimated that after menopause a woman’s lifetime risk therapy, intake of calcium and vitamin D, exercise,
of sustaining an osteoporotic fracture is one in two18. bisphosphonates. Prevention also requires an under-
One in every three men over the age of 75 will be af- standing of the indications for estimating bone density
fected by the disease. A single hip fracture is estimated and the methods of obtaining this data.
to cost $30,000, and the overall cost of acute and long- Some of the most important risk factors for os-
term care associated with osteoporosis exceeds 10 bil- teoporosis are advanced age, white or Asian race, low
lion dollars annually. Because of the increased life ex- body mass index, and family incidence of the disease.
pectancy of the aging population, the economic burden Other risks include low calcium intake, premature ova-
of osteoporosis is projected to reach $240 billion by the rian failure, smoking, alcohol use, and low level of physi-
year 20406. cal activity (see Table 1).
Volume 19 43
M. B. Dobbs, J. Buckwalter, C. Saltzman
Table 1 Table 2
Osteoporosis risk factors Drugs associated with osteoporotic syndromes
Age-Related Thyroid replacement therapy
Each decade beyond the fourth decade is Glucocorticoid drugs
1.5-fold risk Anticoagulants
Reduction in absorption of calcium Chronic lithium therapy
Rise in parathyroid hormone levels Chemotherapy (breast cancer or lymphoma)
Decline in calcitonin Gonadotropin-releasing hormone
Genetic Anticonvulsants
White, Asian, Latino, and black (in order of Chronic phosphate binding antacid use
risk potential) Extended tetracycline use
Women more than men Diuretics producing calciuria
Familial prevalence Phenothiazine derivatives
High concordance in monozygotic twins Cyclosporin A
Nutritional
Low calcium intake
High alcohol Table 3
High caffeine Laborator y Tests
High sodium Routine
High animal protein Complete blood cell count
Lifestyle Sedimentation rate
Cigarette use Electrolytes
Low physical activity Creatinine
Endocrine Blood urea nitrogen
Menopausal age Calcium
Obesity Phosphorus
Exercise-induced amenorrhea Protein
Albumin
DIAGNOSIS Alkaline phosphatase
The insidious removal of mineral from bone is as- Liver enzymes
ymptomatic until the bone fails under physiologic stress. 24-hour urine calcium
Any patient over the age of 50 who presents to an or- Serum protein electrophoresis
thopaedist with a hip, distal radius, or vertebral com-
pression fracture should be evaluated for the presence
of osteoporosis. The same diagnostic approach should tion. Hematologic profile might also provide clues for
be taken to patients suspected of having osteoporosis the presence of myeloma or malnutrition. Thyroid func-
whether or not they have sustained a fracture. A thor- tion should also be assessed. Serum protein electro-
ough medical evaluation should seek potential causes phoresis should be performed on all potentially os-
of secondary osteoporosis, such as hyperthyroidism, teoporotic patients at initial evaluation. A normal pattern
Cushing’s disease, or the use of drugs known to be excludes the presence of multiple myeloma in 90% of
associated with osteoporosis (Table 2). Although post- patients.
menopausal and senile osteoporosis are the most preva- Metabolic bone markers, such as urinary hydrox-
lent forms of the disease, it must be remembered that yproline, pyridinoline, deoxypyridinoline, and N-
as many as 20% of women who otherwise appear to have telopeptides (Table 4), are useful for determining which
postmenopausal osteoporosis can be shown to have patients have high bone resorption. They also provide
additional etiologic factors above and beyond their age, a convenient index of whether a chosen therapy is suc-
gender, and ethnic background. cessfully curtailing bone loss; however, they are not
Therefore, it is appropriate to perform simple screen- sensitive for diagnosing osteoporosis or identifying as-
ing studies looking for secondary causes in each pa- sociated fracture risk6. In addition, there are markers
tient (Table 3). A simple biochemical profile will pro- of new bone formation, such as osteocalcin and bone-
vide information about renal and hepatic function, specific alkaline phosphatase, that may be increased in
primary hyperparathyroidism, and possible malnutri- patients with high bone turnover but are unreliable for
Volume 19 45
M. B. Dobbs, J. Buckwalter, C. Saltzman
Table 5
Current recommended indications for DEXA
Group Comments
Women who are estrogen-deficient as a result of Many of these women are reluctant to take ERT because
premature ovarian failure or menopause of a slightly increased risk of breast cancer. They will be
more likely to take estrogen if there is objective evidence
of pending or existing bone loss. DEXA scanning will
also identify the significant subset of women who are not
at risk for osteoporosis and do not require ERT for this
indication.
Patients with established osteopenia or Patients with compression fractures are at extremely
compression fractures high risk for future osteoporotic fractures; most require
urgent therapy. DEXA will establish a baseline for BMD
that can be used to measure the effectiveness of future
therapy. Patients with established osteopenia require
follow-up DEXA within 6-12 months, depending on their
risk factors for fracture.
Patients taking long-term corticosteroid therapy Most of these patients are at risk for rapid and significant
bone loss. Patients need to be studied at initiation of
therapy, with follow-up in 6-12 months.
Patients with asymptomatic primary Unlike type II osteoporosis, primary hyperparathyroidism
hyperparathyroidism or hyperthyroidism usually leads to thinning of cortical bone.
Patients on drug therapy for treatment This allows monitoring of the effectiveness of various
of osteoporosis treatment modalities.
early identification of the patients at greatest risk, tar- ging for 3 to 4 hours per week is beneficial. Exercise is
geting those for intervention; the orthopaedist should highly effective in favorably affecting the skeleton and
be a key player in this process. For osteoporosis, these preventing falls36,23. The mechanism by which exercise
clues are divided into risk factors and estimates of skel- signals the cell is still to be determined. Low levels of
etal status (Table 1). exercise are critical for maintenance of bone mass.
In general, for each patient, the more risk factors Higher levels will lead to modeling of the bone to adapt
present, and the longer the duration of their presence, to its new environment, and even higher levels will lead
the greater the risk of future problems29. Physicians can to failure.
use the presence of these factors in two ways. First, The optimal type and duration of exercise have not
they can be used to sensitize the patient, and physician, been established, although several investigators have
to the likelihood of osteoporosis. Second, those risk demonstrated that minimal amount of exercise of ap-
factors that are amenable to elimination or alteration propriate type may be sufficient to stimulate the osteo-
should be discussed with the patient. Practically, meno- blasts for 24 to 48 hours. Bone mass is very closely
pause is the usual time when evaluation of the patient correlated with the muscle mass acting on that bone.
for osteoporosis begins, although nutritional and Thus, programs that are aimed at developing increased
lifestyle habits should be changed as early in life as muscle strength will be translated into increased bone
possible. Because most orthopaedists are exposed to a mass in the affected limb. The strength of a bone has
cross section of patients with respect to age, playing a been demonstrated to be related to the mass of the bone
proactive role in osteoporosis prevention is possible. and the distribution of the mass. The latter is affected
by exercise.
ADOLESCENCE AND YOUNG ADULTHOOD It is recommended that individuals adopt all three
Adequate calcium nutrition during growth and matu- components of an ideal exercise program-impact exer-
ration are key determinants of adult bone mass. In ad- cises, strengthening exercises, and balance training.
dition, weight-bearing exercise, such as walking or jog- The impact exercises are utilized to directly stimulate
Volume 19 47
M. B. Dobbs, J. Buckwalter, C. Saltzman
Table 6
Options for prevention and treatment of osteoporosis
Therapy Appropriate population Comments
Exercise All persons Increases bone density; improves
strength and coordination; reduces risk
of falls
Calcium, 1,000-1,500 mg/day Persons older than 4 years In childhood, increases peak bone mass;
of age in adulthood, prevents bone loss
Vitamin D, 400-800 IU/day Persons older than 65 years Dose of 800 IU/day may be preferred
of age
Oral conjugated estrogen, All estrogen-deficient women, Only agents for osteoporosis shown
0.625 mg/day, or transdermal except those at high risk for to reduce mortality; given with
estradiol, 0.05 mg/day an estrogen-sensitive tumor progesterone in women with an intact
uterus
Alendronate sodium (Fosamax) Postmenopausal women not Studies of use in potential populations
taking estrogen whose bone- have not been reported
mineral density is 2.5 SD
below mean peak levels
POTENTIAL POPULATIONS
Postmenopausal women not
taking estrogen who:
—Are less than 60 years of age
and have a bone-mineral density
of 1 to 2.5 SD below mean peak
levels
—Have had an osteoporotic
fracture
Calcitonin, nasal, 200 IU/day Same as for alendronate Shown to have analgesic qualities;
studies of use in potential populations
have not been reported
Slow-release sodium fluoride, Postmenopausal women with Not yet approved by FDA; only agent
25 mg bid for 12 mo, in 14-mo an osteoporotic vertebral fracture that stimulates bone formation; has
cycles neutral effect on appendicular bone
mass and nonvertebral fractures
Volume 19 49
M. B. Dobbs, J. Buckwalter, C. Saltzman
— Women less than 60 years of age who have osteopenia SODIUM FLUORIDE
(bone-mineral density of 1 to 2.5 SD below mean peak The only therapeutic agent for osteoporosis that
levels). stimulates osteoblastic activity and bone formation is
— Women who have already sustained an osteoporotic sodium fluoride. An early study involving a high-dose,
fracture. immediate-release formulation30 showed a marked in-
It is uncertain how long alendronate should be con- crease in vertebral bone-mineral density but no de-
tinued. There is now evidence that bone mass contin- crease in spinal fracture rate. The rate of nonvertebral
ues to improve for at least 4 years. Cessation of fractures actually increased, presumably owing to ab-
alendronate does not lead to the rapid bone loss that normal bone formation caused by excessive exposure
occurs after cessation of estrogen. Besides the compli- to fluoride.
cations of dyspepsia and esophagitis, alendronate has Slow-release formulations are now available and are
been associated with occasional episodes of diarrhea able to maintain serum fluoride concentrations within
and bone pain, the latter particularly in those individu- the narrow therapeutic window. Pak recently published
als who did not receive calcium supplementation before a prospective, randomized, controlled trial of cyclic slow-
treatment. Therefore, it is recommended that calcium release sodium fluoride in post-menopausal women with
be given in addition to alendronate. vertebral fractures. Spinal bone-mineral density in-
Alendronate does not provide the analgesic benefit creased 4% to 5% a year, and the rate of new vertebral
of calcitonin and does not offer the nonskeletal benefits fractures in previously unaffected vertebrae was mark-
that are associated with estrogen. There is some sug- edly decreased, particularly in patients with mild to
gestion, currently being tested in clinical trials, that moderate disease. The new fracture rate in patients with
alendronate and estrogen may be synergistic, as they severe disease was not significantly reduced, and the
have different sites of action11. If a patient has not re- rate of fractures in previously fractured vertebrae was
sponded to one of the agents, the addition of the other unaffected by therapy. Therefore, the least benefit was
may result in a positive bone-accretion stage. seen in patients with the most severe disease (the op-
posite of that seen with bisphosphonates). Appendicu-
CALCITONIN lar bone-mineral density and non-vertebral fracture rates
Calcitonin is a non-sex, non-steroid hormone that were not significantly affected. Thus, slow-release so-
specifically binds to osteoclasts and decreases their dium fluoride seems best used in patients with mild to
activity. Since the introduction of nasal formulations of moderate disease that have sustained a vertebral frac-
calcitonin, interest in this agent has been renewed. Early ture.
studies of parenteral calcitonin therapy showed bone In addition, the long-term safety of fluoride therapy
effects similar to those with estrogen replacement remains to be established, but few side effects have
therapy; however, there have been many reported com- been published (mainly gastrointestinal upset). This
plications with use of parenteral forms17. drug is currently awaiting approval by the FDA and thus
There is one prospective study showing that nasal is not available
calcitonin, 50 IU daily for 5 consecutive days a week,
significantly prevented postmenopausal bone loss over SUMMARY
5 years. In addition, small increases in bone-mineral Osteoporosis is an ever-increasing problem as our
density also were noted with the 200 IU dose26. Two population ages. However, it is also to a large extent a
other prospective studies showed that in women with preventable problem. The orthopaedist now has the
established osteoporosis nasal calcitonin reduced the ability to determine bone mass, the rate of turnover,
incidence of recurrent vertebral fracture by 60% com- and the fracture risk. Skeletal bone mass can be evalu-
pared with calcium alone27,22. ated with DXA; the rate of bone resorption can be de-
The FDA has approved nasal calcitonin for treatment termined by assessment of collagen-degradation urinary
of osteoporosis in postmenopausal women not receiv- products; and the weight status, fracture history, and
ing estrogen replacement therapy. The recommended history of smoking can be used to predict the fracture
dose is 200 IU sprayed into alternating nostrils once a risk in individual patients. The orthopaedic physician
day. The most common side effects include facial flush- also needs to take an active role in advising their
ing, gastrointestinal upset, and rash. Unlike the other younger patients about achieving peak bone mass. All
osteoporotic agents, calcitonin appears to have an anal- individuals should follow a program that includes ad-
gesic effect. Because of this analgesic effect, calcitonin equate calcium replacement, 400 to 800 units of vita-
is frequently used in patients with symptomatic acute min D, appropriate exercise, avoidance of significant
vertebral fractures. weight loss, and cessation of smoking.
At menopause, women should evaluate their risk fac- 7. Dalsky, G.P.; Stocke, K.S.; and Ehsani, A.A.:
tors and consider the use of estrogen not only for its Weight-bearing exercise training and lumbar bone
skeletal benefits but also for its nonosseous effects. In mineral content in postmenopausal women. Ann. In-
patients with contraindications or an aversion to hor- tern. Med., 108:824-828, 1988.
mone therapy, bone densitometry should be performed 8. Dawson-Hughes, B.: Calcium supplementation and
to determine risks before expensive nonhormonal treat- bone loss: A review of controlled clinical trials.
ment is initiated. Additional studies such as measure- 9. Dawson-Hughes, B.; Dallal, G.E.; Krall, E.A.;
ment of collagen degradation products will help estab- Sadowski, L.; Sahyoun, N.; and Tannenbau, S.:
lish whether the patient’s resorptive rate is high or Controlled trial of the effect of calcium supplementa-
stable. If the bone mass is 2.5 SDs below normal peak tion on bone density in postmenopausal women. N.
or if there is an increase in resorption, use of either Engl J. Med., 323:878-883, 1990.
estrogen, bisphosphontes, or calcitonin may be appro- 10. Garnero, P.; Hausherr, E.; and Chapuy, M.C.:
priate. If there is evidence of low-turnover osteoporosis Markers of bone resorption predict hip fracture in
with decreased osteoblast formation, sodium fluoride elderly women: the EPIDOS Prospective Study. J.
should be considered. Bone and Min. Res., 11:1531-1538, 1996.
Two thirds of the cost of osteoporosis in the United 11. Greenspan, S.; Bankhurst, A.; and Bell, N.: Ef-
States is due to hip fractures. The orthopaedist is the fects of alendronate and estrogen, alone or in combi-
primary physician who comes in contact with these frac- nation, on bone mass and turnover in postmenopausal
ture patients. It is therefore his or her responsibility to osteoporosis. Bone, 23:S174, 1998.
become knowledgeable about the treatment and pre- 12. Health Care Financing Administration: Medicare Pro-
vention of osteoporosis. The bisphosphonates, hor- gram: Medicare coverage of and payment for bone
mones, and calcitonin provide predictable restoration mass measurements (42 CFR Part 410). Fed. Reg.,
of bone mass and significantly decrease the rate of os- 63:34320-34328, 1998.
teoporotic fractures. 13. Lane, J.M.; Riley, E.H.; and Wirganowicz, P.Z.:
Osteoporosis: Diagnosis and treatment. J. Bone and
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