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1 Early-Onset Scoliosis: A Review of History, Current Treatment, and Future Directions Scott Yang, MD, a,b Lindsay M Andras, MD, a Gregory J Redding, MD, c David L Skaggs, MD, MMM a Early-onset scoliosis (EOS) is defined as curvature of the spine in children >10 with onset before age 10 years. Young children with EOS are at risk for impaired pulmonary function because of the high risk of progressive spinal deformity and thoracic constraints during a critical time of lung development. The treatment of EOS is very challenging because the population is inhomogeneous, often medically complex, and often needs multiple surgeries. In the past, early spinal fusion was performed in children with severe progressive EOS, which corrected scoliosis but limited spine and thoracic growth and resulted in poor pulmonary outcomes. The current goal in treatment of EOS is to maximize growth of the spine and thorax by controlling the spinal deformity, with the aim of promoting normal lung development and pulmonary function. Bracing and casting may improve on the natural history of progression of spinal deformity and are often used to delay surgical intervention or in some cases obviate surgery. Recent advances in surgical implants and techniques have led to the development of growth-friendly implants, which have replaced early spine fusion as the surgical treatment of choice. Treatment with growthfriendly implants usually requires multiple surgeries and is associated with frequent complications. However, growth-friendly spine surgery has been shown to correct spinal deformity while allowing growth of the spine and subsequently lung growth. abstract The treatment of early-onset scoliosis (EOS) remains a challenging and rapidly evolving area of pediatric orthopedics. EOS is defined as a curvature of the spine 10 in the frontal plane with onset before 10 years of age (Fig 1). 1,2 The management of EOS requires consideration of the interrelated growth of the spine and thorax and their impact on lung development. In addition, EOS is often associated with other comorbid conditions that increase the complexity of managing the spinal deformity. EOS includes an inhomogeneous grouping of patients, because the etiology of the spinal deformity may be idiopathic, associated with underlying systemic syndromes, secondary to a neuromuscular condition, or caused by a structural congenital spinal deformity (Table 1). 3 The true prevalence of EOS is unknown, although idiopathic EOS accounts for <1% of all scoliosis cases. 4 Congenital scoliosis results from abnormalities of vertebral development in utero and may include single or multiple hemivertebrae or segmentation defects with or without associated rib fusion. Congenital scoliosis is often progressive and may necessitate early, more aggressive treatment. Idiopathic EOS in infants a Children s Orthopaedic Center, Children s Hospital Los Angeles, Los Angeles, California; b Department of Orthopaedic Surgery, University of Virginia Health System, Charlottesville, Virginia; and c Department of Pediatrics, Division of Pulmonary and Sleep Medicine, Seattle Children s Hospital, Seattle, Washington Dr Yang drafted the initial manuscript and edited the final manuscript; Drs Andras and Redding provided critical revisions to the manuscript; Dr Skaggs provided overall supervision and critical revisions to the manuscript; and all authors approved the final manuscript as submitted. To cite: Yang S, Andras LM, Redding GJ, et al. Early-Onset Scoliosis: A Review of History, Current Treatment, and Future Directions. Pediatrics. 2016;137(1):e PEDIATRICS Volume 137, number 1, January 2016 :e STATE-OF-THE-ART REVIEW ARTICLE

2 occurs in children 3 years of age and has a variable course over time. A unique feature of idiopathic EOS in infants is that it often improves spontaneously. 5,6 Idiopathic EOS in juveniles occurs in children aged 4 to 10 years. Among children with neuromuscular disorders, scoliosis is common and compounds the restrictive lung disease produced by respiratory muscle weakness. Treatment strategies and duration differ significantly based on both etiology and the amount of anticipated growth remaining. The younger the child, the greater the risk that the spinal deformity will affect pulmonary development and function. GROWTH OF THE SPINE AND LUNG DEVELOPMENT The spine grows most rapidly in the first 5 years, with an average T1 to S1 segment length increase of 10 cm during this time (2 cm/ year). After the first 5 years, there is a slower T1 to S1 growth from age 5 to 10 years of ~5 cm until adolescence (1 cm/year). From age 10 years to adulthood, T1 to S1 grows an additional 10 cm; this includes the adolescent growth spurt (2 cm/year). 7 9 Because growth can promote the progression of the deformity, patients with EOS are at greatest risk for progression of spinal deformity in the first few years of life and during the adolescent growth spurt. children dying of EOS report similar alveolar features and pulmonary vascular remodeling associated with pulmonary hypertension. 14 Lung function studies of children with EOS demonstrate a variable severity of restrictive lung disease caused by small lung volumes, reduced chest wall compliance, and respiratory muscle dysfunction. 15 The concept of thoracic insufficiency syndrome (TIS), popularized by Campbell et al, 16 is defined as the inability of the thorax to support normal respiratory function and lung development in growing children. Because of scoliosis progression early in life, patients with severe EOS can potentially develop TIS. TIS has been associated with poorer quality of life scores than those of childhood epilepsy, heart disease, and cancer. 17 The natural history of untreated EOS is associated with significant morbidity and often profound cardiopulmonary compromise, including respiratory failure and cor pulmonale. A Swedish study comparing expected population death rates demonstrated more than twice the mortality rate by age 40 in patients with EOS compared with that of the general population. 18 Consequently, the fundamental principle of treating EOS is to foster normal respiratory development and maximize spinal growth while preventing additional deformity that can lead to TIS. HISTORY OF TREATMENT STRATEGIES: WHAT WE HAVE LEARNED Before the introduction of spinal implants, the historical treatment of EOS consisted of casting or bracing the spine and thorax. Although casting for scoliosis has been performed for centuries, it fell out of favor as the primary treatment of scoliosis because of concerns that casting deformed the ribs. Paul Harrington introduced a spinal implant for scoliosis in the 1960s that provided a surgical alternative. In these cases, the rod was used to In EOS, the progressive spinal deformity occurs during a critical time of lung development. The number of alveoli and lung volume increase most rapidly in the first several years and continue to increase at a lower rate during adolescence and adulthood (Fig 2) Animal models of EOS produced early in life demonstrate alveolar simplification and reduced number, producing an example of postnatal hypoplasia. 13 Autopsies of FIGURE 1 Posteroanterior (A) and lateral (B) radiographs of a 4-year-old boy whose untreated scoliosis had rapidly progressed to 110 and who developed severe kyphosis. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. 2 YANG et al

3 surgically correct scoliosis without fusion by applying distraction across the concavity of the curve. 19 Harrington rods improved curves in a 2-dimensional plane, although this technique often led to a flat back deformity. Implant failure and dislodgment with this method were high, and its use was limited. Early spinal fusion to halt deformity in EOS then became the preferred treatment, because a short and straight spine was thought to be superior to a progressively crooked spine. Subsequent studies TABLE 1 Summary of the Different Types of EOS and Their Unique Features demonstrated that early spinal fusion, which prevents continued spinal growth of the fused region, limits intrathoracic volume and hence lung volume. As a result, children developed severe restrictive lung disease with continued growth. Patients with idiopathic EOS who underwent spinal fusion at a mean age of 4.1 years demonstrated mean forced vital capacity (FVC) of 41% of normal when evaluated at skeletal maturity, whereas patients who underwent fusion at a mean age of 12.9 years demonstrated mean FVC of 68% of normal. 20 In 1 study, the Types of EOS Characteristics Associated Diagnoses Treatment Considerations Congenital Structural abnormality of the spine or thorax present at birth. Cardiac, renal abnormalities Hemivertebrae excision. Short-segment early spinal fusion in select cases in this group may be the exception to growth-friendly spine surgery. Neuromuscular Syndromic Idiopathic Failure of formation (eg, hemivertebra). Failure of segmentation (eg, fused vertebra or ribs). Abnormalities in muscular tone lead to scoliosis. Often a long, sweeping scoliosis curve. Includes any other syndrome associated scoliosis (excluding neuromuscular or congenital scoliosis syndromes). Scoliosis without a known attributable cause. Infantile (diagnosed <3 y): Many milder curves will resolve but need observation. Juvenile (diagnosed 4 10 y): Often left sided curves. Slight male predominance. Other musculoskeletal abnormalities (upper limb, club foot) Associated with VATER/ VACTERL syndromes Intraspinal abnormalities (ie, diastematomyelia, tethered cord) Examples: Cerebral palsy, muscular dystrophies, myopathies, spinal cord injuries Examples: Connective tissue disorders, Marfan syndrome, neurofibromatosis, skeletal dysplasias, Prader Willi syndrome Higher incidence of Arnold Chiari malformation and syringomyelia compared with adolescent idiopathic scoliosis Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. Generally higher-risk surgical patients with medical comorbidities (eg, respiratory, gastrointestinal). Each syndrome has unique considerations (eg, neurofibromatosis may have dural ectasia, making spinal implants more challenging to place. Generally healthier children. Casting shown to resolve some infantile curves. Surgery often needed despite often long-term casting or brace wear. reduction in FVC 5 years after spine fusion directly correlated with the number of thoracic spinal segments fused. 21 Early posterior spinal fusion techniques have often led to the crankshaft phenomenon, in which the anterior column of the immature spine continues to grow, leading to progressive deformity. Consequently, new treatment strategies have been developed that allow or promote spinal growth, usually referred to as growth-friendly techniques. 22 At worst these techniques may be thought of as delaying the need for a spine fusion to allow spinal growth, and at best they may cure the scoliosis or avoid the need for a spinal fusion. One exception to avoiding early spinal fusion is congenital scoliosis in which the spine deformity is limited to a small number of vertebrae. The classic example of congenital scoliosis that requires early fusion is the case of a hemivertebra causing progressive scoliosis (Fig 3). In such cases early fusion (with or without excision of the hemivertebrae) can often correct the scoliosis in 1 surgery, with a fusion of only 2 vertebrae. This procedure is generally performed around the age of 3 to 6 years. CURRENT TREATMENT STRATEGIES: NONOPERATIVE Nonoperative treatment of EOS consists of bracing or casting. Bracing can be considered for mild progressive curves, although its efficacy remains unproven in EOS, 23 and ensuring compliance with brace wear can be difficult in young children. Commonly used braces are variants of a custom-molded thoracolumbosacral orthosis. Braces are often used to maintain correction obtained from serial casting or delay surgical intervention. Several case series have shown that 74% to 92% of idiopathic EOS in infants spontaneously resolves. 6,24 For idiopathic EOS in PEDIATRICS Volume 137, number 1, January

4 infants with unresolved progressive curves, Mehta 25 demonstrated that casting may be effective in completely resolving some curves, especially those of lower magnitude. Because casting has proven to be a safe method to manage idiopathic EOS, there has been a resurgence of interest in expanding traditional cast methods to treat multiple subtypes of EOS to avoid the risks of surgery and early spine fusion (Fig 4). The cast is applied to the torso under anesthesia while the child is in traction, elongating the spine. The cast is molded while the child s torso is derotated and flexed away from the concavity of the curve. Casts are changed every 8 to 12 weeks. For curves that resolved or stabilized in a cast, bracing is often used to help maintain the correction through skeletal maturity. If there is progression despite bracing, additional casting may be used to attempt to regain the correction. In other cases, growth-friendly implants or fusion may be the most appropriate step depending on the patient s age and curve severity. Serial casting applied to young children with nonidiopathic EOS has been shown to be an effective way to delay surgical treatment In 1 study, curve resolution was rare with serial casting in the nonidiopathic EOS, but progression of the curve was controlled sufficiently to delay spine surgery for at least 2 years. Normal longitudinal growth of the spine was observed while the patient was in the cast. 28 Based on current evidence, a trial of casting in EOS regardless of curve etiology is considered a treatment option. The specific indications for the threshold to institute cast treatment continue to vary between institutions but are generally considered for EOS curves >25, with >10 of documented progression. CURRENT TREATMENT STRATEGIES: SURGICAL The surgical treatment strategy for EOS has evolved significantly over the past decade with the use of modern growth-friendly implants. These implants attempt to maximize the growth of the spine and thorax while controlling curve progression to preserve normal lung volume. Growth-friendly implants can be classified into 3 distinct subtypes: distraction-based, guided growth, and compression-based strategies. 22 FIGURE 2 Composite plots of total alveolar number, T1 S1 segment growth from birth, and mean lung volume with age. The number of alveoli, mean lung volume, and spinal growth increase rapidly in the first few years of life. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. FIGURE 3 Preoperative radiograph (A) and CT scan (B) of a patient with a hemivertebrae (red arrow). Intraoperative images demonstrating correction of the deformity with a hemivertebrectomy (C). Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. Distraction-Based Implants Distraction-based implants are the most common devices used in EOS. They apply traction to the spinal column between proximal and distal anchors joined by expandable rods. The rods are periodically lengthened as the child grows to maintain spine curve correction. Four types of implants have been used: the traditional growing rod (TGR), vertical expandable prosthetic titanium rib (VEPTR) device, hybrid systems, and magnetically controlled growing rod (MCGR). Growing Rod The TGR incorporates proximal and distal hook or screw anchors on the spine, joined by rods with connectors that allow serial distractions between the rods (Fig 5). Limited fusion is performed at the proximal and distal anchor sites on the spine to provide 4 YANG et al

5 solid sites for spine distraction. The area between the anchors is intentionally not fused, allowing motion and growth through this region. Lengthenings are typically performed at ~6-month intervals. Akbarnia et al 29 reported on the use of TGRs for EOS in 24 patients, resulting in improvement of coronal plane major curves from 82 to 36, with 1.2 cm growth in T1 to S1 length per year at mean 4-year follow-up. Akbarnia et al 30 also demonstrated that patients whose spines were lengthened at 6-month intervals had significantly higher annual T1 to S1 growth rate of 1.8 cm/year, compared with 1.0 cm/ year in patients whose spines were lengthened less frequently. This finding has led many to believe that distraction may actually promote vertebral growth. VEPTR uses traditional spinal implants, as in the TGR system. Traditional spinal hooks are placed proximally along the ribs (Fig 7). As in the TGR strategy, the distal anchor site is incorporated by a fusion, Developed by Bob Campbell, VEPTRs use ribs as anchors, and sometimes the spine and pelvis as well. VEPTRs are generally thought of as primarily providing thoracic expansion, compared with growing rods, which primarily provide control of scoliosis. In reality, thoracic and spinal deformities are closely linked. Similar to other distraction-based systems, these constructs undergo recurrent surgical expansion (Fig 6). Original descriptions of the VEPTR technique recommended incising between ribs to maximize thoracic expansion, but concerns of scarring and stiffening of the chest wall led most surgeons to cut between the ribs only in cases of multiple fused ribs. VEPTR treatment has demonstrated continued spinal growth with serial expansions (mean 71 mm over 4 lengthenings) while improving the coronal curve. 31,32 Hybrid A hybrid distraction-based strategy incorporates the VEPTR concept of using ribs as anchor sites but also FIGURE 4 A, Radiograph of a 29-month-old girl with idiopathic EOS and a curve of 47. B, In-cast radiograph shows curve corrected to 18 with the initial cast. C, Like many children she continued to be quite active despite the cast. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. PEDIATRICS Volume 137, number 1, January

6 and lengthening is performed at a connector between the rods. The advantage of this technique is that it avoids fusion of the proximal anchor site of the thoracic spine, potentially allowing more total growth of the thorax. Furthermore, rib anchors without traditional rigid fusion at the proximal anchor site allow some motion of the spinal implant construct. This feature may reduce the stress and rigidity of the distraction system across an unfused mobile spine. Consequently, use of a hybrid system with proximal rib anchors has been associated with a decrease in the incidence of rod breakage. 33 MCGR Recently the US Food and Drug Administration cleared the use of MCGRs, which can lengthen nonsurgically without anesthesia after the initial implantation. 34,35 This implant is similar to other growing rod constructs with distal spine anchors and proximal rib or spine anchors that are connected by telescoping rods. This telescoping portion contains an internal magnet that can be lengthened from an external remote control (Fig 8). Because of the noninvasive nature of lengthening, it is also possible to distract at shorter intervals. Preliminary studies of MCGRs have been met with optimism with respect to achieving the same results of TGRs Dannawi et al 34 demonstrated that the mean coronal Cobb angle improved from 69 to 41 after MCGRs with a mean of 4.8 distractions per patient were used over 15 months. The T1 to S1 length increased a mean of 3.5 cm during this time period. A study comparing 12 MCGR- and TGRtreated patients demonstrated no significant difference in spine length gains, but there were 57 fewer surgical procedures in the MCGR group. 37 Although MCGR avoids the need for repeat surgical intervention for routine lengthenings, long-term data are not yet available for this technique. Similar to growth-friendly implants, the complication rate is high: 33% of patients treated with MCGR within 2 years of follow-up. 37 FIGURE 5 Preoperative (A) and postoperative (B) radiographs of patient with traditional spine-to-spine growing rods. Radiographs obtained 5 years after the initial placement of growing rods (C) show that the scoliosis continues to be well controlled. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. FIGURE 7 A, Preoperative posteroanterior and lateral radiograph of a 4-year-old boy with severe progressive scoliosis and an 85 curve. He was not a casting candidate because of his restrictive lung disease. B, Postoperative radiograph showing a hybrid growing rod construct (rib to spine) with improvement to 37. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. FIGURE 6 Postoperative radiograph of an 8-year-old boy with VATER syndrome with congenital scoliosis, multiple rib fusions, and thoracic insufficiency syndrome that was treated with a VEPTR construct. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. 6 YANG et al

7 Complications of Distraction-Based Implants Regardless of the implant used for distraction-based treatment of the growing spine, all strategies are associated with a high complication rate. 29,30,38 43 Implant complications such as anchor malfunction (pullout from the spine, erosion through the rib) and rod breakage are common (Fig 9). Distraction-based posterior implants often produce kyphosis, which may result in an unfavorable overall sagittal plane balance. Wound complications are also common because of the prominence of implants under the skin and poor healing potential in small, thin, and often chronically malnourished patients with EOS (Fig 10). At least 1 complication of treatment has been reported to occur in 58% to 86% of patients undergoing distractionbased treatment, leading to multiple unplanned surgical procedures. 38,43,44 Among patients with complications, 1 study demonstrated a mean of 2.2 complications per patient. 38 Application of stiff implants on an unfused spine that continues to have motion ultimately leads to fatigue failure of the implants. Risk factors for implant failures include severe thoracic kyphosis that produces proximal anchor pullout and increased number of lengthening procedures. 40 Implantation strategies are being critically evaluated to decrease the incidence of implant-related complications. A comparison study of complications in TGRs, hybrid proximal rib anchor systems, and VEPTR treatments in EOS demonstrated a trend toward decreased implant-related complications in the hybrid system. 43 Hooks are not as rigidly fixed to the spine compared with screws, theoretically allowing some motion and dispersion of stress, decreasing fatigue-related implant failures. Yamaguchi et al 33 demonstrated 6% rod breakage in proximal ribanchored growing rods, compared with 29% in proximal spineanchored growing rods at a mean 56-month follow-up. The multiple surgeries needed for treatment with distraction-based implants are associated with adverse outcomes. Each lengthening surgery has been shown to increase the risk of deep infection 3.3 times in EOS. 41 The length gained from serial lengthening has also been shown to follow a law of diminishing returns, with decreased spinal length gained after each lengthening because of increased stiffness of the spine. 45,46 Autofusion of the spine has been also described after repeated lengthenings. 47 Ultimately, the utility of lengthening may be minimal after the sixth or seventh lengthening procedure, limiting the potential spinal growth to 4 to 5 years after initial surgery. In addition to the physical effects on the spine, there are significant psychological effects from distraction-based treatment. Patients with repeated surgery in EOS demonstrate abnormal psychosocial scores, with a positive correlation between behavioral problems and the number of repetitive surgeries. 42 Repeated general anesthesia in children may cause detrimental neurocognitive effects, based on animal and preclinical studies, although this remains an area of controversy New technologies, such as MCGRs that obviate surgical lengthenings, will probably help minimize the total number of exposures to anesthesia in EOS. Guided Growth Implants In guided growth techniques, the spine is straightened with spinal implants that allow the vertebrae to grow along the path of the spinal implants. The original guided growth system used Luque wires wrapped around the lamina of each vertebrae, which were wrapped around straight rods that corrected scoliosis and then permitted guided growth as the wires slid along the rods. This technique was found to lead to spontaneous fusion and limited spinal growth. A more recent type of guided growth implant, called the Shilla technique, has been developed by Richard McCarthy. In this technique, screws are placed into vertebrae with minimal dissection in the hopes of avoiding spontaneous fusion and allowing 3-dimensional correction of FIGURE 8 A, Preoperative anteroposterior radiograph of a 7-year-old girl with spinal muscular atrophy and 100 thoracolumbar curve. B, Postoperative posteroanterior radiograph demonstrating a construct including the MCGR device. C, Model demonstrating an MCGR device. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. PEDIATRICS Volume 137, number 1, January

8 the spinal deformity and permitting growth along the rods (Fig 11). The major advantage of guided growth techniques over growing rods is that children avoid multiple surgical lengthenings. A recent study comparing the Shilla technique with growing rods demonstrated that patients treated with the Shilla technique had fewer surgeries (2.8) compared with growing rods (7.4) in >4-year mean follow-up. Shilla resulted in less spinal growth and less correction of scoliosis, with similar complication rates to growing rods. 51 Compression-Based Implants Compression-based implants involve correcting scoliosis by stopping the growth of the convex side of the scoliosis without fusion while allowing growth of the concave side of the curve. This correction is accomplished by placing staples, tethers, or other devices across the growth plates of the vertebrae from an anterior approach on the convex FIGURE 9 Radiograph demonstrating a broken rod with traditional spine-to-spine growing rods, identified by the red arrow. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. side of the scoliosis. Although there is 1 device approved by the US Food and Drug Administration, tethers and staples are most commonly used off label. Several case series on compression-based implants have demonstrated curve correction with growth in patients who underwent surgery at age <10 years. 52,53 There have been cases of overcorrection with compression-based implants, in which the curve corrects and then develops in the opposite direction. Therefore, this technique is generally reserved for patients with limited growth remaining, such as 9- to 10-year-olds. Additional concerns include the potential pulmonary impact of 1 transthoracic surgeries. Serial measures of lung function in older children with scoliosis treated with transthoracic spine surgery have shown greater loss of function postoperatively when the thorax is opened. 54 PULMONARY OUTCOMES OF RECENT EOS TREATMENT The study of pulmonary function in this patient population is extremely FIGURE 10 Clinical photo showing marked hardware prominence in a thin child with EOS. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. challenging, complicated by the fact that many of these patients start treatment of EOS before they are old enough to undergo formal pulmonary function tests (PFTs). Much of the current literature evaluating the pulmonary outcomes after growthfriendly spine surgery has been based on VEPTR in children >6 years old. PFTs have been measured in both awake and anesthetized patients. Computed tomography has also been used to measure thoracic volumes as a surrogate for PFTs. Studies of lung function in EOS have not compared treatment strategies or different devices and are often small, descriptive case series. In 1 such series, 10 children with EOS (median age 4.3 years) demonstrated increased mean annual absolute FVC of 27% of predicted norms and maintenance of FVC as a percentage of normal after VEPTR treatment at a mean 22 months of follow-up. 55 With longer periods of follow-up (mean 6 years) during and at the completion of growing construct surgery, FVC as a percentage of normal declined by an average of 28%. 56,57 There are no untreated control groups to assess what loss of lung function might have occurred in the natural progression of the spine deformities. The implication of these studies is that lung function is not normalized or predictably improved after treatments for EOS but that progressive loss of lung function may be reduced with treatment. Surrogate pulmonary outcomes that do not require voluntary effort by young children have also been reported. Several studies used weight gain as an indirect marker of improved pulmonary function and found that up to 50% of patients with EOS demonstrated a mean 24- to 26-percentagepoint improvement after VEPTR or growing rod treatment. 58,59 Overnight polysomnography in children with EOS demonstrates an increased Apnea Hypopnea Index 8 YANG et al

9 and hypoxemia associated with hypopneic events. 60 Serial measures of breathing during sleep before and after treatment of EOS may also prove useful as an indirect measure of lung function. Two-dimensional images of the spine, such as the Cobb angle, do not correlate with lung function measures and do not reflect changes in lung function after spine curvature has been reduced. 61 However, an encouraging study recently demonstrated that radiographic T1 to T12 height and T1 ro S1 height modestly correlate with improved pulmonary function in EOS. 62 New imaging modalities, such as diaphragm and thoracic excursion, measured by dynamic MRI, hold some promise in improving assessment of spine structure respiratory function relations. Persistent barriers to a high-quality literature on the topic include a lack of control groups, because untreated progressive EOS is known to have a poor outcome, and a lack of standardization and difficulty in evaluating respiratory function in young children. CURRENT TREATMENT RECOMMENDATIONS Management of EOS involves a diverse patient population, variable spinal and thoracic deformities, and multiple treatment options (Table 2). Optimizing the treatment of each child is a process in evolution. In many cases, a trial of serial casting can help control the scoliosis and allow growth while delaying surgery. In some idiopathic cases, these curves may resolve with casting alone. Many children may not be able to tolerate casting or demonstrate progression of the scoliosis despite casting necessitating the initiation of growth-friendly spinal surgery. There is considerable variation with regard to the optimal timing and indication of surgery. A recent survey of 14 pediatric spine surgeons found that the majority considered curves with recent progression and a magnitude of 60 an indication for distraction-based implants. 63 The indications for any of the distractionbased implants are similar, although VEPTR has potential advantages in cases that require direct expansion of the thorax, such as cases of thoracic dystrophy. Compressionbased therapies need more data in the treatment of EOS, although they appear to be an option in children FIGURE 11 A, Preoperative posteroanterior radiograph of a 7-year-old boy with a 61 curve. B, Initial postoperative radiograph shows correction with a Shilla construct with a fusion at the apex (red arrows) and screws at the upper and lower anchors that can slide along the rod (yellow arrows). C, Images 2.5 years later show how the child s growth has been guided by the rods, as demonstrated by the shorter distance beyond the anchors that the rods extend (blue arrow). Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. TABLE 2 Summary of Treatment Types for EOS and Some of Their Advantages and Disadvantages Treatment Pros Cons Bracing May help delay need for surgery in very young patients. Helpful for idiopathic EOS curves in juvenile patients near adolescent age. Standard thoracolumbosacral orthosis brace cannot control curves with apex above midthoracic spine (around T7). Brace wear compliance may be difficult. Not much literature about bracing in EOS. Casting Maximizes spinal growth before surgery. Some children may not tolerate full-time body cast well. Some idiopathic curves may resolve. Is not a definitive treatment in most cases. Distraction Guided growth Effective method to correct curve and lengthen the spine before final spinal fusion. Holds the most clinical experience and literature in the surgical treatment of EOS. Initial apical fusion procedure guides subsequent spinal growth. Requires multiple periodic lengthening surgeries (exception: magnetically controlled rods). High complication rates (eg, implant failure, infection). Requires larger anatomy to allow instrumentation of apex (avoid in very small children). No scheduled repeated lengthening procedures. Compression Fusionless procedure. Limited data for use in EOS. Requires a thoracic approach (potentially detrimental to pulmonary function). Risk of overcorrection when used for young children. Reproduced with permission of Children s Orthopedic Center, Los Angeles, California. PEDIATRICS Volume 137, number 1, January

10 nearing adolescence, with less total growth remaining. After achieving maximal correction and growth with growth-friendly spinal implants, children can have their spine definitively fused at a later age if significant deformity remains. FUTURE DIRECTIONS IN EARLY-ONSET SCOLIOSIS The basic unanswered question is how much early and late treatment strategies for EOS maximize respiratory function when children reach maturity. This question remains difficult to study because it is unethical to have an untreated natural history comparison group in which the scoliosis is allowed to progress relentlessly. Collaboration between pediatric pulmonologists and orthopaedists is essential to standardize how pulmonary function evaluations are being performed for children who are not able to comply with traditional PFTs. A better understanding of the 3-dimensional natural growth of the thorax and how it is affected by surgical treatment in EOS is crucial. Distraction-based implants help decrease the scoliosis, although how this result correlates with improved pulmonary function has not been established. Radiographic measurements in the 2-dimensional plane, such as Cobb angles, are not reliable predictors of severity of pulmonary disease. Threedimensional understanding and functional imaging of the thorax warrant additional study to improve characterization of how the structure of the thorax relates to function to predict severity of pulmonary disease in EOS. EOS incorporates a multitude of etiologies and associated diagnoses, and greater subclassification can help develop a framework for future study. Each etiology carries different implications, because congenital and idiopathic EOS may behave much differently with regard to the rate of curve progression. Williams et al 3 developed a new classification scheme in EOS that may help establish the optimal treatment of each subtype of EOS. Multicenter groups such as the Growing Spine Study Group and the Chest Wall and Spine Deformity Study Group have been developed to collaborate in the study of this heterogeneous population of children. ABBREVIATIONS EOS: early-onset scoliosis FVC: forced vital capacity MCGR: magnetically controlled growing rod PFT: pulmonary function test TGR: traditional growing rod TIS: thoracic insufficiency syndrome VEPTR: vertical expandable prosthetic titanium rib DOI: /peds Accepted for publication Jul 28, 2015 Address correspondence to David L. Skaggs, MD, MMM, Children s Orthopaedic Center, Children s Hospital Los Angeles, 4650 Sunset Blvd, MS#69, Los Angeles, CA dskaggs@chla.usc.edu PEDIATRICS (ISSN Numbers: Print, ; Online, ). Copyright 2016 by the American Academy of Pediatrics FINANCIAL DISCLOSURE: The authors have indicated they have no financial relationships relevant to this article to disclose. FUNDING: No external funding. POTENTIAL CONFLICT OF INTEREST: Dr Andras owns stock in Eli Lily, receives publishing royalties from Orthobullets, and is a board or committee member of the Pediatric Orthopaedic Society of North America and the Scoliosis Research Society. Dr Skaggs has received grants from the Pediatric Orthopaedic Society of North America & Scoliosis Research Society, paid to Columbia University; has received consulting fees or honoraria from Biomet, Medtronic, Zipline Medical, Inc, and Orthobullets; is a board member of the Growing Spine Study Group, Scoliosis Research Society, and Growing Spine Foundation; has received payment for lectures including service on speakers bureaus from Biomet, Medtronic, and Johnson & Johnson; is a patent holder for Medtronic and Biomet; has received royalties from Wolters Kluwer Health Lippincott Williams & Wilkins and Biomet Spine; and has received payment for the development of educational presentations from Stryker, Biomet, Medtronic, and Johnson & Johnson. Drs Yang and Redding have indicated they have no potential conflicts of interest to disclose. REFERENCES 1. Akbarnia BA, El-Hawary R. Letter to the editor, early onset scoliosis: time for consensus. Spine Deform. 2015;3(2): Skaggs DL, Guillaume T, El-Hawary R, et al. Early onset scoliosis consensus statement, SRS Growing Spine Committee. Spine Deform. 2015;3(2): Williams BA, Matsumoto H, McCalla DJ, et al. Development and initial validation of the classification of early-onset scoliosis (C-EOS). J Bone Joint Surg Am. 2014;96(16): Riseborough EJ, Wynne-Davies R. A genetic survey of idiopathic scoliosis in Boston, Massachusetts. J Bone Joint Surg Am. 1973;55(5): Lloyd-Roberts GC, Pilcher MF. Structural idiopathic scoliosis in infancy: a study of the natural history 10 YANG et al

11 of 100 patients. J Bone Joint Surg Br. 1965;47: Ceballos T, Ferrer-Torrelles M, Castillo F, Fernandez-Paredes E. Prognosis in infantile idiopathic scoliosis. J Bone Joint Surg Am. 1980;62(6): Canavese F, Dimeglio A. Normal and abnormal spine and thoracic cage development. World J Orthop. 2013;4(4): Dimeglio A. Growth of the spine before age 5 years. J Pediatr Orthop B. 1992;1(2): Dimeglio A, Canavese F. The growing spine: how spinal deformities influence normal spine and thoracic cage growth. Eur Spine J. 2012;21(1): Dunnill MS. Postnatal growth of the lung. Thorax. 1962;17(4): Herring MJ, Putney LF, Wyatt G, Finkbeiner WE, Hyde DM. Growth of alveoli during postnatal development in humans based on stereological estimation. Am J Physiol Lung Cell Mol Physiol. 2014;307(4):L338 L Thurlbeck WM. Postnatal human lung growth. Thorax. 1982;37(8): Olson JC, Kurek KC, Mehta HP, Warman ML, Snyder BD. Expansion thoracoplasty affects lung growth and morphology in a rabbit model: a pilot study. Clin Orthop Relat Res. 2011;469(5): Davies G, Reid L. Effect of scoliosis on growth of alveoli and pulmonary arteries and on right ventricle. Arch Dis Child. 1971;46(249): Redding GJ. Primary thoraco-spinal disorders of childhood. Paediatr Respir Rev. 2015;16(1): Available at: article/pii/s Campbell RM Jr, Smith MD, Mayes TC, et al. The characteristics of thoracic insufficiency syndrome associated with fused ribs and congenital scoliosis. J Bone Joint Surg Am. 2003;85-A(3): Vitale MG, Matsumoto H, Roye DP Jr, et al. Health-related quality of life in children with thoracic insufficiency syndrome. J Pediatr Orthop. 2008;28(2): Pehrsson K, Larsson S, Oden A, Nachemson A. Long-term follow-up of patients with untreated scoliosis. A study of mortality, causes of death, and symptoms. Spine. 1992;17(9): Moe JH, Kharrat K, Winter RB, Cummine JL. Harrington instrumentation without fusion plus external orthotic support for the treatment of difficult curvature problems in young children. Clin Orthop Relat Res. May 1984;185: Goldberg CJ, Gillic I, Connaughton O, et al. Respiratory function and cosmesis at maturity in infantile-onset scoliosis. Spine. 2003;28(20): Karol LA, Johnston C, Mladenov K, Schochet P, Walters P, Browne RH. Pulmonary function following early thoracic fusion in non-neuromuscular scoliosis. J Bone Joint Surg Am. 2008;90(6): Skaggs DL, Akbarnia BA, Flynn JM, Myung KS, Sponseller PD, Vitale MG; Chest Wall and Spine Deformity Study Group; Growing Spine Study Group; Pediatric Orthopaedic Society of North America; Scoliosis Research Society Growing Spine Study Committee. A classification of growth friendly spine implants. J Pediatr Orthop. 2014;34(3): Smith JR, Samdani AF, Pahys J, et al. The role of bracing, casting, and vertical expandable prosthetic titanium rib for the treatment of infantile idiopathic scoliosis: a single-institution experience with 31 consecutive patients. Clinical article. J Neurosurg Spine. 2009;11(1): Thompson SK, Bentley G. Prognosis in infantile idiopathic scoliosis. J Bone Joint Surg Br. 1980;62-B(2): Mehta MH. Growth as a corrective force in the early treatment of progressive infantile scoliosis. J Bone Joint Surg Br. 2005;87(9): Demirkiran HG, Bekmez S, Celilov R, Ayvaz M, Dede O, Yazici M. Serial derotational casting in congenital scoliosis as a time-buying strategy. J Pediatr Orthop. 2015;35(1) : Waldron SR, Poe-Kochert C, Son-Hing JP, Thompson GH. Early onset scoliosis: the value of serial Risser casts. J Pediatr Orthop. 2013;33(8): Baulesh DM, Huh J, Judkins T, Garg S, Miller NH, Erickson MA. The role of serial casting in early-onset scoliosis (EOS). J Pediatr Orthop. 2012;32(7): Akbarnia BA, Marks DS, Boachie- Adjei O, Thompson AG, Asher MA. Dual growing rod technique for the treatment of progressive earlyonset scoliosis: a multicenter study. Spine (Phila Pa 1976). 2005;30(17 suppl):s Akbarnia BA, Breakwell LM, Marks DS, et al; Growing Spine Study Group. Dual growing rod technique followed for three to eleven years until final fusion: the effect of frequency of lengthening. Spine. 2008;33(9): Schulz JF, Smith J, Cahill PJ, Fine A, Samdani AF. The role of the vertical expandable titanium rib in the treatment of infantile idiopathic scoliosis: early results from a single institution. J Pediatr Orthop. 2010;30(7): Hasler CC, Mehrkens A, Hefti F. Efficacy and safety of VEPTR instrumentation for progressive spine deformities in young children without rib fusions. Eur Spine J. 2010;19(3): Yamaguchi KT Jr, Skaggs DL, Mansour S, et al. Are rib versus spine anchors protective against breakage of growing rods? Spine Deform. 2014;2(6): Dannawi Z, Altaf F, Harshavardhana NS, El Sebaie H, Noordeen H. Early results of a remotely-operated magnetic growth rod in early-onset scoliosis. Bone Joint J. 2013;95-B(1): Akbarnia BA, Cheung K, Noordeen H, et al. Next generation of growthsparing techniques: preliminary clinical results of a magnetically controlled growing rod in 14 patients with early-onset scoliosis. Spine. 2013;38(8): Hickey BA, Towriss C, Baxter G, et al. Early experience of MAGEC magnetic growing rods in the treatment of early onset scoliosis. Eur Spine J. 2014;23(suppl 1):S61 S Akbarnia BA, Pawelek JB, Cheung KMC, et al. Traditional growing rods versus magnetically controlled growing rods for the surgical treatment PEDIATRICS Volume 137, number 1, January

12 of early-onset scoliosis: a casematched 2-year study. Spine Deform. 2014;2(6): Bess S, Akbarnia BA, Thompson GH, et al. Complications of growing-rod treatment for early-onset scoliosis: analysis of one hundred and forty patients. J Bone Joint Surg Am. 2010;92(15): Flynn JM, Tomlinson LA, Pawelek J, Thompson GH, McCarthy R, Akbarnia BA; Growing Spine Study Group. Growing-rod graduates: lessons learned from ninety-nine patients who completed lengthening. J Bone Joint Surg Am. 2013;95(19): Watanabe K, Uno K, Suzuki T, et al. Risk factors for complications associated with growing-rod surgery for early-onset scoliosis. Spine. 2013;38(8):e464 e Kabirian N, Akbarnia BA, Pawelek JB, et al Deep surgical site infection following 2344 growing-rod procedures for early-onset scoliosis: Risk factors and clinical consequences. J Bone Joint Surg Am. 2014;96(15):e Matsumoto H, Williams BA, Corona J, et al. Psychosocial effects of repetitive surgeries in children with early-onset scoliosis: are we putting them at risk? J Pediatr Orthop. 2014;34(2): Sankar WN, Acevedo DC, Skaggs DL. Comparison of complications among growing spinal implants. Spine. 2010;35(23): Smith JT, Johnston C, Skaggs D, Flynn J, Vitale M. A new classification system to report complications in growing spine surgery: a multicenter consensus study [published online ahead of print January 8, 2015]. J Pediatr Orthop /BPO Sankar WN, Skaggs DL, Yazici M, et al. Lengthening of dual growing rods and the law of diminishing returns. Spine. 2011;36(10): Noordeen HM, Shah SA, Elsebaie HB, Garrido E, Farooq N, Al-Mukhtar M. In vivo distraction force and length measurements of growing rods: which factors influence the ability to lengthen? [published correction appears in Spine (Phila Pa 1976). 2012;37(5):432]. Spine. 2011;36(26): Cahill PJ, Marvil S, Cuddihy L, et al. Autofusion in the immature spine treated with growing rods. Spine. 2010;35(22):e1199 e Loepke AW, Soriano SG. An assessment of the effects of general anesthetics on developing brain structure and neurocognitive function. Anesth Analg. 2008;106(6): Lee JH, Zhang J, Wei L, Yu SP. Neurodevelopmental implications of the general anesthesia in neonate and infants [published online ahead of print April 8, 2015]. Exp Neurol /j.expneurol McCann ME, Soriano SG. General anesthetics in pediatric anesthesia: influences on the developing brain. Curr Drug Targets. 2012;13(7): Andras LM, Joiner ER, McCarthy RE, et al. Growing rods vs. Shilla growth guidance: better Cobb angle correction and T1 S1 length increase but more surgeries. Spine Deform. 2015;3(3): Betz RR, Ranade A, Samdani AF, et al. Vertebral body stapling: a fusionless treatment option for a growing child with moderate idiopathic scoliosis. Spine. 2010;35(2): Crawford CH III, Lenke LG. Growth modulation by means of anterior tethering resulting in progressive correction of juvenile idiopathic scoliosis: a case report. J Bone Joint Surg Am. 2010;92(1): Lonner BS, Auerbach JD, Estreicher MB, et al. Pulmonary function changes after various anterior approaches in the treatment of adolescent idiopathic scoliosis. J Spinal Disord Tech. 2009;22(8): Motoyama EK, Deeney VF, Fine GF, et al. Effects on lung function of multiple expansion thoracoplasty in children with thoracic insufficiency syndrome: a longitudinal study. Spine. 2006;31(3): Mayer OH, Redding G. Early changes in pulmonary function after vertical expandable prosthetic titanium rib insertion in children with thoracic insufficiency syndrome. J Pediatr Orthop. 2009;29(1): Dede O, Motoyama EK, Yang CI, et al Pulmonary and radiographic outcomes of VEPTR (vertical expandable prosthetic titanium rib) treatment in early-onset scoliosis. J Bone Joint Surg Am. 2014;96(15): Skaggs DL, Sankar WN, Albrektson J, Wren TA, Campbell RM. Weight gain following vertical expandable prosthetic titanium ribs surgery in children with thoracic insufficiency syndrome. Spine. 2009;34(23): Myung KS, Skaggs DL, Thompson GH, Emans JB, Akbarnia BA; Growing Spine Study Group. Nutritional improvement following growing rod surgery in children with early onset scoliosis. J Child Orthop. 2014;8(3): Striegl A, Chen ML, Kifle Y, Song K, Redding G. Sleep-disordered breathing in children with thoracic insufficiency syndrome. Pediatr Pulmonol. 2010;45(5): Redding GJ, Mayer OH. Structurerespiration function relationships before and after surgical treatment of early-onset scoliosis. Clin Orthop Relat Res. 2011;469(5): Glotzbecker M, Johnston C, Miller P, et al. Is there a relationship between thoracic dimensions and pulmonary function in early-onset scoliosis? Spine. 2014;39(19): Corona J, Miller DJ, Downs J, et al. Evaluating the extent of clinical uncertainty among treatment options for patients with early-onset scoliosis. J Bone Joint Surg Am. 2013;95(10):e67 12 YANG et al

13 Early-Onset Scoliosis: A Review of History, Current Treatment, and Future Directions Scott Yang, Lindsay M Andras, Gregory J Redding and David L Skaggs Pediatrics 2016;137; DOI: /peds originally published online December 7, 2015; Updated Information & Services References Subspecialty Collections Permissions & Licensing Reprints including high resolution figures, can be found at: This article cites 63 articles, 14 of which you can access for free at: This article, along with others on similar topics, appears in the following collection(s): Orthopaedic Medicine sub Information about reproducing this article in parts (figures, tables) or in its entirety can be found online at: Information about ordering reprints can be found online:

14 Early-Onset Scoliosis: A Review of History, Current Treatment, and Future Directions Scott Yang, Lindsay M Andras, Gregory J Redding and David L Skaggs Pediatrics 2016;137; DOI: /peds originally published online December 7, 2015; The online version of this article, along with updated information and services, is located on the World Wide Web at: Pediatrics is the official journal of the American Academy of Pediatrics. A monthly publication, it has been published continuously since Pediatrics is owned, published, and trademarked by the American Academy of Pediatrics, 141 Northwest Point Boulevard, Elk Grove Village, Illinois, Copyright 2016 by the American Academy of Pediatrics. All rights reserved. Print ISSN:

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