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Published Works: General Principles

General Principles

Primary tumors of the musculoskeletal system account for less than 1 percent of all tumors diagnosed in the United States each year (approximately 4,000 cases annually). Since many patients with benign bone tumors are asymptomatic, the exact incidence of bone tumors is uncertain. Despite their relative paucity, these tumors represent a diverse group of pathologic entities, exhibiting a broad spectrum of clinical behavior and aggressiveness. Consequently, the diagnosis and treatment of these lesions are equally complex and varied.

Strategies exist to simply the evaluation of these tumors and ultimately ensure appropriate treatment. These strategies include such methods as establishing consistency in nomenclature, understanding the site-and age- specific predilections of particular tumors, and characterizing the radiographic and histologic characteristics of each tumor. The following discussion specifically considers the diagnosis and treatment of common primary and secondary benign and malignant tumors affecting the musculoskeletal system.


Clinical Evaluation
The definitive diagnosis of bone tumors requires a combined effort and collaboration among the clinician, radiologist, and pathologist. The most important criteria to be taken into consideration are the patient’s medical history, age, location, radiographic features, and pathologic findings.

Medical History
It is important to establish the clinical presentation. The first question is what made the patient seek medical attention? Was it an incidental finding during a routine check-up? Is there a history of trauma; post-traumatic ossifying hematoma may resemble a malignant tumor. Information about the patient’s occupation is as important as the type and level of sport activity the patient may participate in; long-distance runners may present with a stress fracture that could mimic an osteogenic sarcoma. The pain pattern (intensity and duration) are also important factors. Pain at rest during day and night and nocturnal pain suggest osteoid osteoma; pain at rest that is also associated with activity suggests multiple stress fractures. Rapid onset of pain over a short period of time suggests an aggressive process such as osteomyelitis, eosinophilic granuloma, or Ewing’s sarcoma. Any history of metabolic conditions such as Paget’s disease, Gaucher’s disease, or dhyperparathyroidism should also be taken into consideration in forming the differential diagnosis.

Age Distribution
Benign bone tumors are far more commonly seen in younger patients; metastatic tumors are seen almost exclusively in adult patients. Bone tumors in a 1-year-old infant suggests a metastatic neuroblastoma. The age of detection for a simple bone cyst, aneurysmal bone cyst, and eosinophilic granuloma is during the first decade of life. Through the second decade, with the adolescent years, chondroblastoma, Ewing’s sarcoma, and osteosarcoma are more commonly seen. In the third decade of life, giant cell tumor is a more visible disorder. The age of detection for chondrosarcoma and malignant fibrous histiocytoma is seen in the adult patient, above the fourth decade of life. In old patients, myeloma is the most common primary bone tumor.

Location
Certain tumors favor a specific anatomic site. Most primary bone tumors tend to develop in areas of rapid bone growth; particularly in the distal end of the femur, proximal tibia, and proximal femurs. Metastatic tumors are more commonly seen in persistent, active hematopoietic red marrow bones such as the axial skeleton and the proximal end of the extremities. Round cell tumors such as Ewing’s sarcoma are more often seen in the diaphysis metaphyseal region of the long tubular bone. A frequent site of adamantinoma is the mid shaft of the tibia. Non-ossifying fibroma are more often found eccentrically along the metaphyseal diaphysial region of the long tubular bone. Chondroblastomas are exclusively epiphysial. Giant cell tumors are almost invariably extended up to the end of the long tubular bone, just adjacent to the subchondral bone. A parosteal osteosarcoma is more commonly seen over the posterior aspect of the distal femur.

Most primary bone tumors are solitary. Multiple bone lesions in young patients may be seen in conditions such as fibrous dysplasia, osteochondromatosis, or enchondromatosis. Multiple bone lesions in adult patients suggest a metastatic tumor.


Radiographic Features
A plain radiograph is the most important initial study for evaluation. In select conditions, a plain radiograph is sufficient to establish the correct diagnosis. Plain radiographs also provide information about the biological activity and aggressiveness of the lesion. The pattern of bone destruction and marginal characteristics as seen in radiographs are an index of the biological activity and growth rate. The most important radiographic features to be identified and evaluated are the pattern of bone destruction, marginal characteristics, type of permeation, tumor matrix, and type of periosteal reaction. The pattern of bone destruction is reflected by the tumor cells and factors that may stimulate osteoclastic proliferation and bone resorption. Cancellous bone is destroyed more rapidly than cortical bone. However, a cancellous bone destruction is less noticeable on plain roentgenogram. Destruction of cortical bone occurs at a lower rate, but it is more easily noticeable on plain radiographs.

Geographic patterns of bone destruction demonstrate a large cavity with a narrow zone of a transition. Geographic latent (Stage 1) lesion demonstrates a well delineated and well demarcated lesion which is surrounded by a sclerotic margin. Such lesions are seen in nonossifying fibroma, simple bone cyst, fibrous dysplasia, chondromyxoid fibroma, and rarely, giant cell tumor. These lesions may be observed or be treated by a simple curetting procedure. Following such procedures, local recurrence is negligible.

Geographic active (Stage 2) lesion has a well-defined but nonpermeated margin. There is no sclerotic interface. The host bone tumoral interface is sharply delineated as could be seen in giant cell tumor. Simple curettage may leave behind traces of tumor which will be associated with a local recurrence rate up to 38 percent. Those lesions should be treated by aggressive curettage.

Geographic aggressive (Stage 3) lesions have ill-defined permeated margins as is demonstrated in some aggressive giant cell tumors where breakthrough of the outer cortex, and joint invasion has been noted. Such a pattern of aggressive processes has been described in malignant tumors. Because of the high risk of local recurrence, those lesions should be treated by wide surgical margins.Moth-eaten destruction represents an intermittent growth rate with no clear margination. The lesion typically demonstrates multiple, ill-defined processes such as those seen in malignant lymphoma.Permeative bone destruction represents a high-grade malignant tumor with rapid growth, the bone permeates before apparent bone destruction as can be seen in Ewing’s sarcoma and osteosarcoma.

The above radiographic classification has proven to demonstrate good correlation between the radiographic grade and the local recurrence rate, and also provides a useful guideline for treatment.


Periosteal Reaction
The periosteal reaction seen on radiographs reflects the intensity and aggressiveness of the lesion and the stage of maturation. The extent of periosteal reaction is also related to the patient’s age. Since young children have a thick, active periosteum, any inciting process would cause extensive periosteal reaction. Adult patients have thin, nonactive periosteum; a large metastatic tumor may not be accompanied by a noticeable periosteal reaction.

For the periosteum to be identified radiographically it must be mineralized, a process which could take up to 2 weeks. Periosteal reaction may be classified as continuous, interrupted, or complete. Single uninterrupted lamellar reaction is seen in a biologically non-active process such as a subperiosteal hematoma or subperiosteal abscess. Uninterrupted multilamellar reaction is seen in biologically active process such as eosinophilic granuloma or osteomyelitis.


Interrupted multilamellar reaction is seen in biologically aggressive process such as Ewing’s sarcoma or osteosarcoma.

Speculated reaction (sun-burst) indicates a rapid growth of the tumor with breakthrough of the cortex into the subperiosteal space. This elevates the periosteum and stretches the perpendicular-oriented Sharpy’s fibers, as can be seen in osteosarcoma and Ewing’s sarcoma.

Solid periosteal reaction represents a chronic, slow-growing biologically active process such as seen in osteoidosteoma and periosteal chondroma. The linear radiolucent spaces between the layers are filled with dense new bone formation giving the impression of solid, thick cortical hyperostosis.

A periosteal shell and a rigess are seen in slowly growing processes where bone resorption is slower as compared to new bone formation. Widening of the cortical outline with expansion of the bone and preservation of the cortical thickness signifies a process where the endosteal bone resorption is balanced by periosteal new bone formation. Such conditions are seen in simple bone cysts and chondromyxoid fibroma. However, the thinning of the cortical outline with expansion of the bone signifies a more aggressive process where the endosteal bone resorption exceeds periosteal new bone formation, as is seen in both aneurysmal bone cyst and giant cell tumor.

Tumor Matrix
Many tumors are named according to the tumor matrix that they produce. The matrix is the extracellular substance that is produced by mesenchymal cells. It may be fibrous as in fibrous dysplasia, cartilaginous as with enchondroma, or osteoid as in osteoid osteoma and osteosarcoma. It should be emphasized that nonmineralized matrix is not visible on radiographs. Mineralized cartilaginous matrix can be identified by calcification.

Biopsy
The final and definitive diagnosis is confirmed by biopsy. The biopsy is done only after a complete radiographic work-up and consideration of the definitive treatment. The biopsy site should be planned very carefully. The incision should be small, longitudinal, and resectable without contamination of the surrounding tissue. Tissue samples should reflect the nature of the tumor and should be representative. A large irreversible surgical procedure based solely on the frozen section is often not recommended.

Preoperatively, the surgeon should discuss with the pathologist the medical history, and review the radiographic features. This allows the pathologist to be prepared for the frozen section and to handle the tissue in the best manner. The choice of open biopsy versus needle biopsy depends upon the individual situation as well as the particular preference of the surgeon and pathologist.


Imaging of Musculoskeletal Tumors
A variety of imaging methods are available to assist in determining or predicting the biological activity of a tumor. If the lesion is well circumscribed, it is generally considered low grade or less aggressive. Alternatively, a tumor that exhibits tremendous heterogeneity, edema, and invades tissue planes is generally biologically aggressive.

Radiographs
Several radiographic features may be seen that help predict the biologic activity and behavior of a particular lesion. Enneking has devised a system of four questions, which should be systematically addressed when characterizing a tumor based on radiographs. These questions include: What is the anatomic location involved? What effect does the lesion have on the surrounding bone? What, if any, is the response of the bone to the lesion? And, what are the unique characteristics of the tumor? A lesion is referred to as geographic when bone destruction is slow. This geographic appearance may be well-defined, with an encasing rim of reactive bone, a so-called stage 1 lesion. An example is a nonossifying fibroma. When there is a well-defined geographic appearance, but no rim of reactive bone, the lesion is referred to as a stage 2 lesion. This radiographic appearance is indicative of ongoing bone destruction, as in a slow-growing chondroblastoma. In a stage 3 lesion, the appearance is still geographic, but the margins are even more ill-defined, as in a giant cell tumor.

A moth-eaten appearance represents intermediate growth rate, with no clear margination of the bony lesion. Finally, a permeative pattern of bone destruction, representative of an aggressive high-grade lesion, occurs when lesional growth is so rapid that it invades host bone before the bone is resorbed. In these cases, the boundaries of the tumor are usually far beyond those that can be seen on radiographs. A classic example of this pattern is seen in Ewing’s sarcoma and osteosarcoma.

Perosteal response also gives a clue as to the aggressiveness of the tumor. In general, absent periosteal reaction depicts a non-aggressive tumor, whereas more aggressive tumors will frequently cause periosteal elevation with a resultant onionskin appearance or a Codman’s triangle that represent deposition of subperiosteal bone. Interrupted Codman’s triangles or lamellation, or a speculated sunburst appearance (as is classically seen with osteosarcoma) is associated with a greater rate of bone destruction and aggressiveness.


Particular tumors have specific radiographic characteristics that will be addressed later.

Computed Tomography
Computed tomography (CT) scans are useful for demonstrating the extent of the tumor within bone and the cortical integrity. CT scans are not very effective for visualizing the soft-tissue components of the tumor, although differences in tissue densities may be evident.

Technetium 99 Pyrophosphate Bone Scans
Technetium-labeled nuclear scans are valuable for localizing tumors in bone, with the early phase of three-phase scans sometimes helping to establish the vascularity of the tumor. The bone scan is the most effective scan for identifying skeletal metastases. Certain tumors stimulate little reaction, resulting in so-called "cold" scans. These include myeloma, lymphoma, eosinophilic granuloma, and thyroid, renal, and neuroblastoma metastases.

Magnetic Resonance Imaging
MRI is the most effective technique for determining the true anatomic extent of tumors, particularly in the soft tissues. Unless high in fat content, musculoskeletal neoplasms tend to be darker on T1-weighted images, because relaxation times tend to be prolonged. In T2-weighted images, tumors tend to have a higher signal intensity and appear lighter. Malignant neoplasms will often appear heterogeneous, indicative of hemorrhage and cell necrosis. Contrast enhancement (with gadolinium or other agents) will help to distinguish tumor from scar and reactive or edematous zones.

Laboratory Studies
Laboratory tests may be of some value in the evaluation of musculoskeletal tumors. Erythrocyte sedimentation rate is frequently elevated in a number of neoplastic conditions but lacks the sensitivity to be considered a valuable tool. Alkaline phosphatase may be elevated in such disease states as Paget’s disease and osteosarcoma. Urinary hydroxyproline levels are helpful in diagnosing Paget’s disease and following the therapeutic response. Serum electrophoresis, and serum and urine immunoelectrophoresis are routine tests in diagnosing and following the course of multiple myeloma. Urinary Bence-Jones proteins are pathognomonic for myeloma. Quantitative paraprotein levels in the serum protein electrophoresis (SPEP) can be used to follow the disease.

Diagnosis and Evalation

Enneking Staging System
The staging system currently used by the Musculoskeletal Tumor Society for musculoskeletal lesions was developed by William Enneking. The system is based on the biological characteristics of the neoplasm, taking into account three factors: the histologic grade of the tumor (G), its anatomic location as defined by compartmentalization (T), and the presence or absence of metastases (M). Its purpose is to promote guidelines for surgical planning and chemotherapy, to predict prognosis, and to facilitate interdisciplinary communication.

The most important prognostic criteria is the histologic grade. All benign tumors, no matter how aggressive they may be, are classified as G0. Malignant tumors are classified as G1 for low-grade malignancies (such as parosteal osteosarcoma) or G2 for high-grade lesions (such as conventional osteosarcoma). G1 malignant tumors are classified as stage 1 lesions; G2 tumors are stage 2 lesions. G1 malignant tumor has a low rate of metastasis, less than 10 percent. G2 has a high rate of metastasis, over 50 percent.

Compartments are bounded by fascial structures or bone which act as barriers towards the spread of actively growing lesions. A combination of imaging studies, such as plain radiographs, nuclear studies, CT scan, and magnetic resonance imaging studies, are key tools in establishing the extent of anatomic involvement. Examples of compartmental barriers include the bony cortex, articular cartilage, periosteum, joint capsule, skin and subcutaneous tissue, and fascia. A T0 lesion remains intracompartmental and within its capsule. T1 lesions display extracapsular extension, but both the tumor and its surrounding reactive zone remain within the compartment of origin. T2 lesions have extracompartmental extension, either by direct tumor growth, trauma, or surgical seeding. Tumors that involve major neurovascular bundles are generally classified as T2. Malignant lesions that remain intracompartmental are classified as stage I-A for low-grade sarcomas and stage II-A for high-grade lesions. If they are extracompartmental, the stages are I-B or II-B for G1 and G-2 tumors, respectively.

The absence of metastases is classified as M0; regional or distant metastases qualify the lesion as M1. When patients present with metastases, they are automatically classified with Stage III disease, regardless of the histologic grading or the compartmental involvement.

The system for benign lesions characterizes tumors as latent, active, or aggressive. Stage 1 (latent) lesions are intracapsular, with a course that is considered unchanging or self-limiting. They are usually diagnosed incidentally or because of a structural problem like a pathologic fracture. An example is a simple cyst in the proximal humerus. Stage 2 (active) lesions undergo slow growth and activity within the confines of the capsule. An example is a giant cell tumor that has not invaded the cortex of the distal femoral condyle. These lesions have a 5 to 10 percent local recurrence rate after curettage. Stage 3 (aggressive) lesions undergo extracapsular penetration and may remain intracompartmental or extend extracompartmentally. These lesions mimic low-grade malignancies in their locally aggressive behavior. An example is an aggressive giant cell tumor that has broken through the cortex, extending into the soft tissues or the joint. They are destructive processes and recurrence rates from 10 to 20 percent after intralesional or marginal excision. Chondroblastomas and giant cell tumors have the capacity to metastasize to the lungs. In such cases, however, they are still classified as benign Stage 3 lesions.


Principles of Intralesional Biopsies
Biopsy should be considered only after a complete radiographic work-up and thorough evaluation of the patient. The biopsy must be carefully planned so as not to compromise the definitive surgical procedure, if necessary. An ill-planned biopsy can jeopardize the potential for limb salvage and the overall course of the disease. Generally, the most active portion of the tumor is located peripherally; necrotic regions are centrally located. In order to best establish the type and biologic behavior of the tumor, biopsies should be representative and preferentially be taken from the periphery of the lesions, including the capsule or pseudocapsule.

Needle biopsies may be adequate for lesions that are easily diagnosed with small samples. Needle biopsy tracts must be excised at the time of definitive surgery. Open biopsies, however, are more reliable and less likely to yield inaccurate diagnoses. With the latter technique, larger amounts of tissue can be analyzed, special stains performed, and a more accurate assessment of biological activity made. Frozen section analysis should be performed routinely. It serves to confirm sampling of lesional tissue and may establish an early working diagnosis. The overall accuracy of noninvasive staging studies in differentiating between benign and malignant lesions is approximately 90 percent; this increases to 97 and 99 percent for frozen and permanent section analysis, respectively. Irreversible procedures based soley on frozen section are not recommended.

Several key surgical principles must be followed when considering the biopsy of tumors. Lesions that are obviously benign and small can be excisionally biopsied; aggressive lesions, or those with uncertain diagnoses, are better suited to incisional biopsies. Open biopsies should be oriented longitudinally; the entire biopsy tract must later be excised if the lesion is malignant and definitive surgery performed. Biopsies are performed through muscle-splitting approaches without using traditional internervous planes. All biopsy samples should be sent for bacteriologic analysis. Finally, biopsy of aggressive or malignant lesions should be done at the institution where the definitive surgery is to be performed. Otherwise, surgical margins are more likely to be compromised, there will be a higher incidence of amputations of extremities that are amenable to limb salvage procedures, and misdiagnosis by nonmusculoskeletal pathologists will be higher.


Treatment

Principles of Surgical Treatment

The appropriate treatment of any musculoskeletal tumor is determined by location and Enneking stage. Regarding benign tumors, latent lesions can generally be observed, unless actual or impending pathologic fracture has occurred or neurovascular compromise by the mass developed. Active and aggressive benign bone tumors can usually be adequately treated by intralesional curettage and reconstruction with autograft, allograft, or polymethylmethacrylate. Prophylactic stabilization may be used as necessary.

The goal of treatment of musculoskeletal sarcomas is to resect the lesion and minimize the risk of local recurrence. Limb salvage, while an attractive option, should only be considered if local tumor control is at least equal to that after amputation and if the salvaged limb is functional. A variety of surgical resections exist, with variable margins, each appropriate for different tumors with different stages. There are four types of oncologic surgical procedures. (1) an intralesional margin is one in which tumor is removed by curettage or in a piece-meal fashion. Gross disease is frequently left in situ; therefore, this technique is generally reserved for benign lesions. (2) A marginal zone of resection passes through the pseudocapsule or reactive zone of the tumor. Residual microscopic disease in the form of skip and satellite lesions may be left, accounting for a local recurrence of 25 to 50 percent in malignant tumors treated by this method. (3) A wide surgical resection takes out the tumor with a cuff of normal tissue beyond the boundaries of the pseudocapsule. Skip lesions may be left, but the local recurrence rate is less than 10 percent. Stages 1A and 1B tumors are most amenable to this form of treatment. (4) A radical surgical margin includes the tumor and the entire involved compartment, including the full extent of muscle, ligaments, and connective tissues. This margin results in complete removal of the tumor and any possible intracompartmental skip lesions. Functional limb salvage is rarely possible after radical resection. Stages 2A and 2B lesions are best treated by this method, although wide excision may be appropriate for certain tumors that have shown adequate response to neoadjuvant chemotherapy or irradiation. Stages 3A and 3B have metastases with 5-year survivorship approaching zero. Treatment of these patients should be directed at palliation.


Principles of Adjuvant Therapy
The role of multi-agent chemotherapy for the treatment of musculoskeletal sarcomas has expanded over the last decade. The appropriate utilization of these agents has allowed smaller margins of tumor resection while reducing the rate of local tumor recurrence. This in turn has improved the prospects of limb salvage and disease-free survival. Preoperative (so-called "neoadjuvant") multi-agent chemotherapy are now commonly utilized, with proven efficacy, for high-grade osteosarcoma, rhabdomyosarcoma, and Ewing’s sarcoma. Most chondrosarcomas are not responsive to these agents or to irradiation. Most contemporary protocols consist of neoadjuvant chemotherapy for 8 to 12 weeks, followed by postoperative maintenance chemotherapy for up to one year. The adjunctive use of chemotherapy has improved survival in stages 2A and 2B disease to as high as 40 to 60 percent (compared to 20 percent without adjuvant therapy). In the presence of metastatic disease, chemotherapy has been shown to prolong survival times but not increase the rate of survival.

Radiation therapy has a role in the treatment of all soft tissue sarcomas, Ewing’s sarcoma, myeloma, lymphoma, and metastatic disease. The radiation-induced fibrous ring that forms around soft tissue sarcomas makes this an effective adjunct to surgery for these malignancies. Local beam irradiation has limited systemic effects; however, postirradiation sarcoma (in the form of osteosarcoma, malignant fibrous histiocytoma, or fibrosarcoma) and pathologic stress fractures remain potential complications.

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Last Modified: July 30, 2003