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Reverse Shoulder Arthroplasty
The Impact of Prosthesis Design on
Joint Biomechanics
Moby Parsons, MD
The Knee Hip and Shoulder Center
Portsmouth New Hampshire
Disclosures
• Consultant/Med Ed – Exactech
• Design Surgeon - Exactech
Torque and why the Reverse works
• Force acting at a distance
(wrench)
• Torque = F x d
• 2x d  2x T
• Deltoid produces torque to
lift arm
• Magnitude of that torque is
related to dimensions and
design of the prosthesis
• Reverse shoulder arthroplasty developed in
the 1970’s to treat CTA.
History
Original Design Philosophy: lateralized glenoid
History of Early
Iterations
• Catastrophic failure of
glenoid >40%
• Initial problems
– Significant shear
– Insufficient fixation
– Too much constraint
Failure
Grammont’s Original Design
• Rationale
–Medialization of COR
–Constrain fulcrum
–Lower humerus to increase
deltoid tension
• The lever arm
distance (L) is
increased and deltoid
force (F) is increased
by lowering and
medializing the center
of rotation which is
now also fixed
• Torque (F x L) in
abducting the arm is
increased.
1987 Grammont Modifications
0
50
100
150
200
250
300
350
0 20 40 60 80
DeltoidForce(N)
Abduction Angle (Degrees)
Deltoid Force vs Abduction
Angle
Intact Cuff
Effect of Medialization on Abduction
• Medializing the center of rotation recruits
more of the deltoid fibers for elevation and
abduction
Issues with Grammont Design
• Scapular Notching
• Instability
• Deltoid Failure
Notching Statistics with Medialization
Other Issues with Medialization
• Deltoid Flattening
– No compressive
vector or “wrap”
– In cases of medial
glenoid wear, vector
may actually
promote instability
by pulling deltoid
laterally
Effect of Medialization on Residual Cuff Fxn
• CoR medialization slackens ER tendons reducing
their ability to generate force
• Posterior deltoid does not act as external rotator
Glenoid Design Debate
Medial CoR Lateral CoR
Rationale For Lateralization CoR
• Reduced scapular notching
• Improved deltoid “wrap”
• Potentially improve ROM
• Middle deltoid wraps
around the greater
tuberosity and causes
compression and
stability of the
articulation
Deltoid Wrapping
• Middle deltoid wraps
around the greater
tuberosity and causes
compression and stability of
the articulation
• Lateralization or either
humerus or glenoid will
increase deltoid wrap.
Issues with Glenoid Lateralization
• Reduced deltoid moment arm = more force
required to do same amount of work
• Increased shear force on fixation
– Net vector is less compressive
Fixation
Mechanics
“The effects of progressive lateralization of the joint CoR of
reverse shoulder implants“ -
– Constantini JD et al: JSES Jan 2015
– Lateralization results in an increased shear vector and decreased
compressive vector
– Resultant force is more destabilizing than for medialized
glenosphere
Other Glenoid-sided Factors
• Eccentricity
• Diameter
• Lateral Offset (0, +2, +4)
• Tilt
Effect of Glenosphere Eccentricity in
Grammont Style RSA
• Improved adduction ROM
• Improved impingement free abduction
• Reduced scapular notching
Eccentricity: Know what your system
offers
• Some systems offer this
through variable offset
glenosphere (Biomet
Versa-dial)
• Others through baseplate
design (Exactech)
• Others with fixed
eccentric offset options
(Tornier)
The effect of glenosphere diameter in reverse
shoulder arthroplasty on muscle force, joint load
and range of motion
- Langohr GD et al: JSES Dec 2014
• Larger diameter sphere
– Increased joint loads
– Improved adduction ROM
– Decreased IR range of motion (increased tension
on posterior capsule)
– No effect on joint stability
– These effects were magnified by lateral offset of
the glenosphere
Rotation vs. Revolution
• Rotation: axis of rotation goes through center of
rotation (spin)
• Revolution: axis of rotation offset from center of
rotation (orbit)
Effect of Glenosphere Size on Abduction ROM
• Is bigger better?
• Larger sphere = larger orbit = may be more
likely to impinge on acromion, coracoid or
scapula
Inferior Glenosphere Inclination
• Some benefit on
improved ROM but not
better than eccentricity
• No benefit to scapular
notching as inferior
reaming reduces length of
scapular neck
• Whatever you do do not
place high or tilt superior
Cocktail Napkin Test
• Simple conceptual
drawing will tell you
that inferior tilt does
not impove notching
as once thought
• Eccentricity and
lateralization are the
best solutions
Humerus Design Debate
Inset Socket Stack-on Socket
Medial Humerus vs. Lateral Humerus
• Medial Humerus = inset
prosthesis
• Deepest portion of socket
close to axis of shaft
• Lateral Humerus = onlay
prosthesis
• Deepest portion of socket
displaced medially from
axis of shaft
1. Keep COR on face of the glenoid
2. Lower neck angle than Grammont: 145 vs 155
3. Lateralization of the shaft provides improved
deltoid wrap
Lateral Humerus Design Philosophy
1. Reduced risk of scapular notching
2. Maintain deltoid efficiency relative to Grammont
3. Restore anatomic Cuff tensioning
4. Minimize risk of baseplate loosening
Lateral Humerus Design Philosophy
Reverse Design Paradigms
Medial Glenoid
Medial Humerus
Lateral Glenoid
Medial Humerus
Medial Glenoid
Lateral Humerus
Lateral Glenoid
Lateral Humerus
Tornier Aequalis
Depuy Delta
Zimmer TM
Lima SMR
Biomet TESS
S&N Promos
DJO RSP Exactech Equinoxe
Tornier Ascend Flex
Zimmer Anatomical
Zimmer Fx Inverse
Stryker Reunion
Biomet
Comprehensive
MG/MH LG/MH MG/LH LG/LH
Many Options: Biomechanics Differ: Design Matters
Tornier Reverse DJO RSP
Smith & Nephew
Promos
Lima SMR
Biomet
TESS
Versa
Reverse
Delta
Reverse
Biomet
Comprehensive
Zimmer TM
Reverse
Zimmer
Inverse FX
Zimmer
Anatomical
Inverse
Glenoid COR Offset: 2mm
Humeral Offset: 20.8mm
Glenoid COR Offset: 10mm
Humeral Offset: 10.9mm
Glenoid COR Offset: 0mm
Humeral Offset: 9.8mm
Comparative Design Differences
MG/MH MG/LHLG/MH
Deltoid Moment Arm
• Abduction MA decreases with glenoid-side lateralization
(LG/MH: Encore)
• Abduction MA increases with humeral sided
lateralization (MG/LH: Equinoxe)
Lateral COR Medial COR
MG/MH MG/LHLG/MHAnatomic
Comparison of Deltoid Moment Arms
– Deltoid Efficiency at
Low Abduction Angles
– MG/LH: 350%
– MG/MH: 350%
– LG/MH: 270%
– Normal: 100%
Measuring Deltoid Wrapping
• Lateralizing the humerus
improves deltoid wrapping.
MG/LHMG/MH LG/MH
Anatomic
8°
48°
40°28°
Simulated Medial Wear
-1° 12° 18°
MG/LHMG/MH LG/MH
Hierarchy of Stability Factors
1. Compressive force
– Glenoid Lateralization: higher compressive force
– Humeral Lateralization: deltoid wrap
2. Socket depth
**Sphere size had
minimal impact
Rotator Cuff Muscles
Herrmann S. Journal of Ortho Surg Res 2011
Constants and Variables
• Muscle Origin and Insertion - Constant
• New Center of Rotation - Variable
• How does the NEW Center of Rotation
impact the function of the Cuff post-
RSA
– How do the different designs compare?
Reverse shoulder arthroplasty leads to
significant biomechanical changes in the
remaining rotator cuff
- Hermann S et al: J Orthop Surg Res Aug 2011
• Moment arms for humeral rotation are sig. smaller
for upper SSC and all segments of Tmin above 30
degrees
Residual Cuff Tension
MG/LHMG/MH LG/MHAnatomic
Optimal Humeral Component Version?
• Compromise between scapular impingement,
ER ROM and moment arm of IS and TM
• Several studies have looked at this
• Consensus: too much anteversion (-0+) and
too much retroversion (-40+) are bad
• Best compromise appears to be around 20
degrees or native version if close to this
Should we repair the
Subscapularis?
• Reverse shifts SC insertion below CoR
Biphasic Nature of the Subscapularis /
Infraspinatus
Subscapularis functions as ADDuctor at low abduction
Should the Subscap be Repaired?
• 7/76 patients with irreparable subscap dislocated
• All cases with Grammont-style MGMH prosthesis
– Limited deltoid wrapping
Clark et al JSES 2012
• 120 Shoulders 65 repaired / 55 unrepaired
– 6 months of f/u minimum
• No Difference in ROM, instability, pain, or
complications with or without a
subscapularis repair
• All cases using a lateralized prosthesis
Clinical Relevance: Subscapularis
• Intact Subscapularis will force the Deltoid to work
harder to achieve abduction
– At least for the first 80 degrees..
• Intact Subscapularis forces the posterior cuff to work
harder to avoid Hornblower’s Sign
• Not repairing the Subscapularis is associated with
instability in some designs
– Obligatory Subscap repair has a consequence
In Conclusion
• Not all systems are created equally
• Prosthesis design has mechanical implications
• Understand your choices

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Reverse shoulder biomechanics

  • 1. Reverse Shoulder Arthroplasty The Impact of Prosthesis Design on Joint Biomechanics Moby Parsons, MD The Knee Hip and Shoulder Center Portsmouth New Hampshire
  • 2. Disclosures • Consultant/Med Ed – Exactech • Design Surgeon - Exactech
  • 3. Torque and why the Reverse works • Force acting at a distance (wrench) • Torque = F x d • 2x d  2x T • Deltoid produces torque to lift arm • Magnitude of that torque is related to dimensions and design of the prosthesis
  • 4. • Reverse shoulder arthroplasty developed in the 1970’s to treat CTA. History
  • 5. Original Design Philosophy: lateralized glenoid
  • 6. History of Early Iterations • Catastrophic failure of glenoid >40% • Initial problems – Significant shear – Insufficient fixation – Too much constraint Failure
  • 7. Grammont’s Original Design • Rationale –Medialization of COR –Constrain fulcrum –Lower humerus to increase deltoid tension
  • 8. • The lever arm distance (L) is increased and deltoid force (F) is increased by lowering and medializing the center of rotation which is now also fixed • Torque (F x L) in abducting the arm is increased. 1987 Grammont Modifications
  • 9. 0 50 100 150 200 250 300 350 0 20 40 60 80 DeltoidForce(N) Abduction Angle (Degrees) Deltoid Force vs Abduction Angle Intact Cuff
  • 10. Effect of Medialization on Abduction • Medializing the center of rotation recruits more of the deltoid fibers for elevation and abduction
  • 11. Issues with Grammont Design • Scapular Notching • Instability • Deltoid Failure
  • 12. Notching Statistics with Medialization
  • 13. Other Issues with Medialization • Deltoid Flattening – No compressive vector or “wrap” – In cases of medial glenoid wear, vector may actually promote instability by pulling deltoid laterally
  • 14. Effect of Medialization on Residual Cuff Fxn • CoR medialization slackens ER tendons reducing their ability to generate force • Posterior deltoid does not act as external rotator
  • 15. Glenoid Design Debate Medial CoR Lateral CoR
  • 16. Rationale For Lateralization CoR • Reduced scapular notching • Improved deltoid “wrap” • Potentially improve ROM • Middle deltoid wraps around the greater tuberosity and causes compression and stability of the articulation
  • 17. Deltoid Wrapping • Middle deltoid wraps around the greater tuberosity and causes compression and stability of the articulation • Lateralization or either humerus or glenoid will increase deltoid wrap.
  • 18. Issues with Glenoid Lateralization • Reduced deltoid moment arm = more force required to do same amount of work • Increased shear force on fixation – Net vector is less compressive
  • 19. Fixation Mechanics “The effects of progressive lateralization of the joint CoR of reverse shoulder implants“ - – Constantini JD et al: JSES Jan 2015 – Lateralization results in an increased shear vector and decreased compressive vector – Resultant force is more destabilizing than for medialized glenosphere
  • 20. Other Glenoid-sided Factors • Eccentricity • Diameter • Lateral Offset (0, +2, +4) • Tilt
  • 21. Effect of Glenosphere Eccentricity in Grammont Style RSA • Improved adduction ROM • Improved impingement free abduction • Reduced scapular notching
  • 22. Eccentricity: Know what your system offers • Some systems offer this through variable offset glenosphere (Biomet Versa-dial) • Others through baseplate design (Exactech) • Others with fixed eccentric offset options (Tornier)
  • 23. The effect of glenosphere diameter in reverse shoulder arthroplasty on muscle force, joint load and range of motion - Langohr GD et al: JSES Dec 2014 • Larger diameter sphere – Increased joint loads – Improved adduction ROM – Decreased IR range of motion (increased tension on posterior capsule) – No effect on joint stability – These effects were magnified by lateral offset of the glenosphere
  • 24. Rotation vs. Revolution • Rotation: axis of rotation goes through center of rotation (spin) • Revolution: axis of rotation offset from center of rotation (orbit)
  • 25. Effect of Glenosphere Size on Abduction ROM • Is bigger better? • Larger sphere = larger orbit = may be more likely to impinge on acromion, coracoid or scapula
  • 26. Inferior Glenosphere Inclination • Some benefit on improved ROM but not better than eccentricity • No benefit to scapular notching as inferior reaming reduces length of scapular neck • Whatever you do do not place high or tilt superior
  • 27. Cocktail Napkin Test • Simple conceptual drawing will tell you that inferior tilt does not impove notching as once thought • Eccentricity and lateralization are the best solutions
  • 28. Humerus Design Debate Inset Socket Stack-on Socket
  • 29. Medial Humerus vs. Lateral Humerus • Medial Humerus = inset prosthesis • Deepest portion of socket close to axis of shaft • Lateral Humerus = onlay prosthesis • Deepest portion of socket displaced medially from axis of shaft
  • 30. 1. Keep COR on face of the glenoid 2. Lower neck angle than Grammont: 145 vs 155 3. Lateralization of the shaft provides improved deltoid wrap Lateral Humerus Design Philosophy
  • 31. 1. Reduced risk of scapular notching 2. Maintain deltoid efficiency relative to Grammont 3. Restore anatomic Cuff tensioning 4. Minimize risk of baseplate loosening Lateral Humerus Design Philosophy
  • 32. Reverse Design Paradigms Medial Glenoid Medial Humerus Lateral Glenoid Medial Humerus Medial Glenoid Lateral Humerus Lateral Glenoid Lateral Humerus Tornier Aequalis Depuy Delta Zimmer TM Lima SMR Biomet TESS S&N Promos DJO RSP Exactech Equinoxe Tornier Ascend Flex Zimmer Anatomical Zimmer Fx Inverse Stryker Reunion Biomet Comprehensive MG/MH LG/MH MG/LH LG/LH
  • 33. Many Options: Biomechanics Differ: Design Matters Tornier Reverse DJO RSP Smith & Nephew Promos Lima SMR Biomet TESS Versa Reverse Delta Reverse Biomet Comprehensive Zimmer TM Reverse Zimmer Inverse FX Zimmer Anatomical Inverse
  • 34. Glenoid COR Offset: 2mm Humeral Offset: 20.8mm Glenoid COR Offset: 10mm Humeral Offset: 10.9mm Glenoid COR Offset: 0mm Humeral Offset: 9.8mm Comparative Design Differences MG/MH MG/LHLG/MH
  • 35. Deltoid Moment Arm • Abduction MA decreases with glenoid-side lateralization (LG/MH: Encore) • Abduction MA increases with humeral sided lateralization (MG/LH: Equinoxe) Lateral COR Medial COR MG/MH MG/LHLG/MHAnatomic
  • 36. Comparison of Deltoid Moment Arms – Deltoid Efficiency at Low Abduction Angles – MG/LH: 350% – MG/MH: 350% – LG/MH: 270% – Normal: 100%
  • 37. Measuring Deltoid Wrapping • Lateralizing the humerus improves deltoid wrapping. MG/LHMG/MH LG/MH Anatomic 8° 48° 40°28°
  • 38. Simulated Medial Wear -1° 12° 18° MG/LHMG/MH LG/MH
  • 39. Hierarchy of Stability Factors 1. Compressive force – Glenoid Lateralization: higher compressive force – Humeral Lateralization: deltoid wrap 2. Socket depth **Sphere size had minimal impact
  • 40. Rotator Cuff Muscles Herrmann S. Journal of Ortho Surg Res 2011
  • 41. Constants and Variables • Muscle Origin and Insertion - Constant • New Center of Rotation - Variable • How does the NEW Center of Rotation impact the function of the Cuff post- RSA – How do the different designs compare?
  • 42. Reverse shoulder arthroplasty leads to significant biomechanical changes in the remaining rotator cuff - Hermann S et al: J Orthop Surg Res Aug 2011 • Moment arms for humeral rotation are sig. smaller for upper SSC and all segments of Tmin above 30 degrees
  • 44. Optimal Humeral Component Version? • Compromise between scapular impingement, ER ROM and moment arm of IS and TM • Several studies have looked at this • Consensus: too much anteversion (-0+) and too much retroversion (-40+) are bad • Best compromise appears to be around 20 degrees or native version if close to this
  • 45. Should we repair the Subscapularis? • Reverse shifts SC insertion below CoR
  • 46. Biphasic Nature of the Subscapularis / Infraspinatus
  • 47. Subscapularis functions as ADDuctor at low abduction
  • 48. Should the Subscap be Repaired? • 7/76 patients with irreparable subscap dislocated • All cases with Grammont-style MGMH prosthesis – Limited deltoid wrapping
  • 49. Clark et al JSES 2012 • 120 Shoulders 65 repaired / 55 unrepaired – 6 months of f/u minimum • No Difference in ROM, instability, pain, or complications with or without a subscapularis repair • All cases using a lateralized prosthesis
  • 50. Clinical Relevance: Subscapularis • Intact Subscapularis will force the Deltoid to work harder to achieve abduction – At least for the first 80 degrees.. • Intact Subscapularis forces the posterior cuff to work harder to avoid Hornblower’s Sign • Not repairing the Subscapularis is associated with instability in some designs – Obligatory Subscap repair has a consequence
  • 51. In Conclusion • Not all systems are created equally • Prosthesis design has mechanical implications • Understand your choices