Abstract
Distraction osteogenesis (DO) is a surgical technique where gradual and controlled separation of two bony fragments following an osteotomy leads to the induction of new bone formation in the distracted gap. DO is used for limb lengthening, correction of bony deformities, and the replacement of bone loss secondary to infection, trauma, and tumors. Although DO gives satisfactory results in most cases, one major drawback of this technique is the prolonged period of time the external fixator has to be kept on until the newly formed bone consolidates thus leading to numerous complications. Numerous attempts at accelerating bone formation during DO have been reported. One specific approach is manipulation of the mechanical environment during DO by applying changes in the standard protocol of distraction. Attempts at changing this mechanical environment led to mixed results. Increasing the rate or applying acute distraction, led to poor bone formation in the distracted zone. On the other hand, the addition of compressive forces (such as weight bearing, alternating distraction with compression or by over-lengthening, and then shortening) has been reported to increase bone formation. It still remains unclear why these alterations may lead to changes in bone formation. While the cellular and molecular changes occurring during the standard DO protocol, specifically increased expression of transforming growth factor-β1, platelet-derived growth factor, insulin-like growth factor, basic fibroblast growth factor, vascular endothelial growth factor, and bone morphogenic proteins have been extensively investigated, the literature is sparse on the changes occurring when this protocol is altered. It is the purpose of this article to review the pertinent literature on the changes in the expression of various proteins and molecules as a result of changes in the mechanical loading technique in DO and try to define potential future research directions.
Introduction
Distraction osteogenesis (DO) is a surgical technique first described by the Russian physician Ilizarov in the early 1950s (, ). This technique consists of performing an osteotomy to a bone that needs to be lengthened followed by gradual and controlled distraction of the two ends of the osteotomized bone. These mechanical forces of distraction lead to the induction and formation of new bone in the distracted gap (Figures 1 and 2) (, ). When the desired amount of lengthening is reached, the distraction is stopped but the external fixator is kept on until the newly formed bone in the distracted gap consolidates and becomes strong enough to withstand external forces after removal of the external fixator without bending or fracturing. The surgical technique of DO involves several temporal phases outlined below ().
Figure 1
Figure 2

Cellular changes in a rabbit DO model during distraction osteogenesis of the tibia (stain is Trichrome staining). The numbers indicate the number of weeks after the distraction process was started (1–3 are during the distraction phase and 4–6 are during the consolidation phase). Co, cortex; LZ, lengthened zone; Ca, callus; FIZ, fibrous interzone. Bar scale = 2 mm. Reprinted from Rauch et al. (
Latency phase
The latency phase starts immediately following the osteotomy and lasts between 5 and 7 days. It allows the formation and organization of the hematoma and facilitates the recruitment of inflammatory cells and mesenchymal stem cells (
Distraction phase
In this phase, following the latency period, distraction of the two bone segments is started at a specific rate and rhythm of 1.0 mm a day, divided into four increments. This protocol was shown – experimentally and clinically – by Ilizarov to be the optimal rate and rhythm of distraction for bone formation. Higher rates of distraction lead to poor or delayed regenerate bone formation while slower rates of distraction lead to premature consolidation (
Consolidation phase
Once the desired amount of lengthening is obtained, distraction ceases, and the newly formed bone gradually bridges the gap between the two ends of the osteotomy (Figure 2). This new regenerate bone arises from the periosteum (hence, the importance of avoiding damage to the periosteum), the medullary canal, and the surrounding soft tissues (
Advantages of DO Over Other Techniques of Bone Regeneration
Distraction osteogenesis is widely considered the best in vivo tissue engineering and has numerous advantages over other bone graft techniques, such as autografts, allografts, vascularized fibular grafts, and various artificial bone substitutes (
Clinical Applications of DO
Nowadays, the technique of DO is widely used worldwide in the management of numerous orthopedic conditions including gradual correction of bony deformities, limb lengthening, and management of bone loss secondary to infection, trauma, and tumors (Figure 3) (
Figure 3

Distraction osteogenesis is used to manage multiple orthopedic conditions including congenital short femur (A) and fibular hemimelia (B).
Problems Associated with DO
Although DO gives satisfactory results in most cases, one of the drawbacks of this technique is the prolonged length of time the external fixator has to be kept in place until the newly formed bone in the distracted gap consolidates. For every centimeter lengthened, the fixator has to be kept in place for about a month. For example, a child undergoing a 6.0 cm lengthening will require the fixator to be kept in place for about 6 months. This prolonged length of time during which the fixator is kept in place, may increase the risk of complications, such as pin site infections, pain, discomfort, and psychological complications (Figure 4) (
Figure 4

Ilizarov ring fixator frame applied for distraction osteogenensis of the femur.
Numerous methods have been described in an attempt to accelerate the consolidation of the newly formed bone and hence allow early removal of the fixator (
One area that has been surprisingly less extensively investigated in this context is the mechanical loading environment in DO and whether changes in this mechanical environment during the process of DO may have an impact on bone formation and consolidation (Figure 5) (
Figure 5

(1) Standard DO: 0.25 mm/6 h to achieve 1 mm/24 h; (2) continuous DO: 0.02 mm/24 min to achieve 1 mm/24 h; (3) accordion maneuver: addition of compression to the standard distraction; (4) accelerated DO: 1.5 mm/24 h; (5) highly accelerated DO: 3 mm/24 h. (A) Normal callus formation; (B) abnormal callus formation. Based on Ref. (
It is surprising that in the present time and knowing the beneficial and anabolic effects of compressive forces and loading on skeletal tissue, this protocol remains largely unchallenged (
Although bone formation using standard protocol in DO has been extensively investigated at both the cellular and molecular levels, there have been very few reports analyzing the changes in the molecular expression of various proteins and molecules secondary to changes in the mechanical environment. It is the aim of this study to review the pertinent literature on that topic, try to identify potential therapeutic targets for accelerating bone formation and define future research directions.
Molecular Changes during Standard Distraction Rate and Rhythm
The expression of various proteins and molecules and signaling pathways during the process of DO using the standard protocol – 1.0 mm distraction a day divided into four equal increments – has been extensively investigated in both human beings and animal models of DO (
Using a standard DO protocol in various animal models (mice, rats, rabbits, dogs, and sheep), we and others have shown that the expression of numerous factors related to osteogenesis and chondrogenesis is mostly upregulated during the distraction phase, when the mechanical forces of distraction are applied and then, the expression of these factors is downregulated once the mechanical forces of distraction cease at the end of the distraction phase. These proteins include bone morphogenic proteins (BMPs); an extensively studied protein in the context of DO (Figure 6), in addition to TGF-β1, FGF, IGF, and PDGF (
Figure 6

Bone morphogenic protein pathway. BMP; bone morphogenic protein, NBP; nuclear binding protein.
In addition, the expression of extracellular matrix proteins collagen type 1, 2, 4, and 10, osteocalcin, osteopontin, and osteonectin during the various phases of DO has been reported in the literature, and showed highest expression during the distraction phase of this process and decreased expression toward the end of the lengthening process (
Angiogenesis and neoangiogenesis factors have also been identified in the distraction zone during DO, specifically members of the VEGF and angiopontin signaling pathways (
Pro-inflammatory cytokines involved in bone repair [interleukin-6 (IL-6) and tumor necrosis factor (TNF)] have been found to be expressed during the DO process, especially during the latency phase (
The expression of mechanotransduction factors during the distraction process has also been reported and includes extracellular signal-regulated kinase (ERK), proto-oncogene tyrosine-protein kinase Src (c-Src), integrin pathway, and focal adhesion kinase (FAK) (
Effect of the Mechanical Environment in Other Bone Models
Although DO attracted most of the attention in the literature when assessing the effect of the mechanical environment on molecular signaling, there have been numerous studies on these effects in other bone models, including normal and fractured bones. The addition of mechanical loading in these models leads to an alteration of the protein and molecular signaling in the loaded segment, especially during the early loading phases (
In the fractured bones, mechanical loading also showed an agonist effect on bone formation. Palomares et al. studied these effects on protein and molecular signaling during fracture healing in their rat femoral model and found up-regulation of collagen type 2 in the loaded segment of the fracture (
Methods of Altering the Mechanical Environment
It has been previously shown that alterations of the mechanical environment may have an effect on the healing process of DO (
Changes in the mechanical environment include addition of compression forces to the distraction forces applied, changes in the technique of distraction (acute or gradual), changes in the rate of distraction (continuous or intermittent), or changes in the rhythm of distraction (for example, accelerated distraction).
Addition of compression forces
In the context of DO, addition of compression forces to the distraction protocol may take one of several forms, including weight bearing on the distracted limb, alternate cycles of distraction and compression (accordion), over-lengthening, and then shortening or fixator dynamization (
Weight bearing
Weight bearing during the process of DO has been shown to be an important stimulus for regenerate formation and maturation in DO (
Distraction with addition of compression forces
When examining the impact of adding compression forces to the distraction protocol on molecular signaling the literature is scarce in this aspect (Table 1). In addition, there is no consensus on a standard compression–distraction protocol.
Table 1
| Factor | Outcome | Reference |
|---|---|---|
| BMP-4 (mRNA) | Acceleration of expression of BMP-4 when compression applied | Kim et al. ( |
| TGF-β1 (mRNA) | Increased and sustained expression of TGF-β1 when compression applied | Kim et al. ( |
| Osteonectin (mRNA) | Sustained expression of osteonectin up to 3 weeks post-compression in the accordion group | Kim et al. ( |
| VEGF (protein) | Increased expression of VEGF in the compression group | Mori et al. ( |
Factor expression in distraction and compression forces in rabbit DO model.
DO, distraction osteogenesis; BMP, bone morphogenic protein; VEGF, vascular endothelial growth factor; TGF-β1, transforming growth factor beta.
aControl group (distraction of 1 mm/day for 8 days) and experimental group (distraction of 1 mm/day for 10 days followed by a 3-day latency period after which they compressed 1 mm/day for 2 days) – rabbit mandibular DO.
bControl group (distraction of 0.7 mm/day for 14 days) and experimental group (distraction of 0.7 mm/day for 14 days then compression of 0.7 mm/day for 3 days) – rabbit tibial DO.
Several studies – mostly anecdotal – have shown that the addition of compressive forces alternating with the standard distraction protocol – known as the accordion technique – stimulates bone formation in the distracted gap (
Figure 7

Diagram showing the process of osteogenesis by different mechanical environments. Adopted from Chao and Inoue (
Another method of adding compressive forces is the protocol of over distracting the bone by a few millimeters, beyond the planned amount of lengthening followed by gradual shortening (or compression) equivalent to the amount of over-lengthening. One well-designed study by Kim et al. examined the effect of the addition of compressive forces (distraction followed by compression) on BMP-4 in the mandible DO rabbit model (
Acute versus gradual distraction
Compared to gradual distraction (GD), acute distraction (AD) is a less favorable method for bone regeneration in DO (Table 2) (
Table 2
| Factor | Outcome | Reference |
|---|---|---|
| ERK 1/2, BMP 2/4 (protein) | GD → ↑ ERK1/2+ ↑ BMP2/4 | Rhee et al. ( |
| AD → no ERK1/2 | ||
| VEGF/FGF (protein) | GD → ↑ VEGF and FGF | Fang et al. ( |
| AD → absence of GF | ||
| Osteocalcin, collagen type 1, TIMP-1, VEGF (mRNA) | GD → ↑ osteocalcin Collagen type 1 and TIMP-1 compared to AD Both protocols had no effect on VEGF | Warren et al. ( |
Factor expression in acute versus gradual distraction osteogenesis in rat mandibles.
DO, distraction osteogenesis; GD, gradual distraction; AD, acute distraction; ERK1/2 extracellular signal-related kinase; BMP, bone morphogenic protein; VEGF, vascular endothelial growth factor; FGF, fibroblast growth factor; GF, growth factors; TIMP-1, tissue inhibitor metalloproteinase’s-1.
aGradual distraction group (distraction of 0.6 mm/day for 8.5 days), Acute distraction groups (intra-operative separation of 2.1 mm in group 1 and 5.1 mm in group 2).
bGradual distraction group (distraction of 0.5 mm/day for 8 days) and acute distraction group (intra-operative separation of 4 mm).
cGradual distraction group (distraction of 0.5 mm/day for 6 days) and acute distraction group (intra-operative separation of 3 mm).
Continuous versus intermittent distraction
Several experimental studies have shown improved bone regeneration using continuous versus intermittent DO (Table 3) (
Table 3
| Factor | Outcome | Reference |
|---|---|---|
| TIMP-1 (mRNA) | Up-regulating TIMP-1 in continuous DO | Liu et al. ( |
| TGF-β1/BMP 2 (mRNA) | High level of TGF-β1 and BMP 2 in continuous DO | Zheng et al. ( |
| VEGF/bFGF (mRNA) | Continuous DO → proper mechanical environment for angiogenesis through up-regulation of the angiogenic mediators | Zheng et al. ( |
Factor expression in continuous versus intermittent distraction osteogenesis in rabbit mandibles.
DO, distraction osteogenesis; TIMP-1, tissue inhibitor metalloproteinase’s-1; BMP, bone morphogenic protein; TGF-β1, transforming growth factor beta; bFGF, basic fibroblast growth factor; VEGF, vascular endothelial growth factor.
aContinuous distraction group (0.9 mm/day for 11 days at a rate of 8 times/s) and intermittent distraction group (0.9 mm/day for 11 days at a rate of once per day).
Contradicting the previously mentioned positive results of continuous distraction, a recent clinical study by Bright et al. showed no significant difference between intermittent (0.25 mm 4 times/day) and continuous distraction (1/1440 mm 1400 times/day) in time to union or complication rate (
Variable distraction rate and rhythm
The effect of the rate and rhythm used in the applied DO protocol has a significant effect on the expression of factors involved in the DO process (Table 4). Cheung et al. examined the expression of BMP-2, -4, and -7 with routine (0.9 mm/day) and rapid (2.7 mm/day) distraction in the mandible DO rabbit model (
Table 4
| Factor | Distraction protocol | Model | Outcome | Reference |
|---|---|---|---|---|
| BMP-2/4/7 (protein) | 0.9 mm/day versus 2.7 mm/day | Mandibular DO in rabbits | Increased Expression of BMP-2/4 in 0.9 mm/day group | Cheung et al. ( |
| No BMP-7 in both groups | ||||
| FGF/VEGF/PDGF (protein) | 0.5 mm/day versus 1.5 mm/day | Femur DO in rats | Increased expression of VEGF, FGF and PDGF in 0.5 mm/day group | Schiller et al. ( |
| Endothelial cells antigen (protein) | Four varying rates (0.3, 0.7, 1.3, and 2.7 mm/day) | Tibia DO in rabbits | The vascularization process was maximally stimulated at distraction rates of 0.7 and 1.3 mm/day. While impaired in 0.3 mm/day and not maximally stimulated in 2.7 mm/day | Li et al. ( |
| Collagen type 4 (protein) | Four varying rates (0.3, 0.7, 1.3, and 2.7 mm/day) | Tibia DO in rabbits | Collagen type 4 expression was highest at rates of 0.7 mm/day and 1.3 mm/day | Li et al. ( |
Factor expression in variable distraction rates and rhythms of distraction osteogenesis.
DO, distraction osteogenesis; BMP, bone morphogenic protein; VEGF, vascular endothelial growth factor; FGF, fibroblast growth factor; PDGF, platelet-derived growth factor.
Schiller et al. studied the alteration of expression of various growth factors in rapid distraction (0.75 mm twice/day) compared to routine (0.25 mm twice/day). They found that there was decreased cellular staining of FGF, VEGF, and PDGF in the rapid distraction group starting on the first day of lengthening (
Discussion
The beneficial effects of mechanical loading on bone formation have been known for more than a century, when Wolff developed the concept that bone adapts to its environment (
The expression of multiple growth factors has been identified in context of standard DO protocol, including TGF-β, PDGF, IGF, bFGF, and VEGF. While alteration of the mechanical environment lead to variable changes in expression of these factors. Except for the BMP pathway, we were unable to identify any other specific protein, molecule or pathway that clearly characterizes specific changes in signaling when the biomechanical loading environment is altered. The BMP pathway has been extensively studied in the context of bone regeneration and DO and we and others have shown that it plays a significant role in DO using the standard protocol (
Another possible explanation on the beneficial effects of compression loading on bone formation in DO at the molecular level is related to the expression of sclerostin and the difference in sclerostin inhibition with various types of loading. The emergence of the Wnt pathway as a major player in bone regeneration, along with its alteration when sclerostin is inhibited led to extensive research in that area (
Statements
Acknowledgments
The authors would like to thank Dr. Sebastian Rendon, orthopedic researcher at Shriners Hospital for children for his valuable contribution in literature review. Also, we would like to thank Guylaine Bédard graphic artist and photographer in Shriners Hospital for children for her participation in image and pictures design.
Conflict of interest
The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
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Summary
Keywords
mechanical loading, growth factor, distraction osteogensis, bone regeneration, bone regenerating molecule
Citation
Alzahrani MM, Anam EA, Makhdom AM, Villemure I and Hamdy RC (2014) The Effect of Altering the Mechanical Loading Environment on the Expression of Bone Regenerating Molecules in Cases of Distraction Osteogenesis. Front. Endocrinol. 5:214. doi: 10.3389/fendo.2014.00214
Received
16 September 2014
Accepted
26 November 2014
Published
10 December 2014
Volume
5 - 2014
Edited by
Jonathan H. Tobias, University of Bristol, UK
Reviewed by
Bronwen Evans, Cardiff University, UK; Lee B. Meakin, University of Bristol, UK
Copyright
© 2014 Alzahrani, Anam, Makhdom, Villemure and Hamdy.
This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) or licensor are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.
*Correspondence: Reggie Charles Hamdy, Division of Orthopaedic Surgery, Shriners Hospital for Children, McGill University, 1529 Cedar Avenue, Montreal, QC H3G 1A6, Canada e-mail: rhamdy@shriners.mcgill.ca
This article was submitted to Bone Research, a section of the journal Frontiers in Endocrinology.
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