June 2004


Taking the Load Off

By Jon G. Divine, MD, and Timothy E. Hewett, PhD

Osteoarthritis (OA) typically results in the development of hyaline cartilage destruction and repetitive mechanical friction involving one or more of the three knee joint compartments. The development of knee OA is a long-term overuse condition, which is often initiated by a single event and/or mechanical wear and tear associated with activities resulting in articular (hyaline) cartilage injury.1 Medial compartment involvement can spiral downhill rapidly as a result of dysfunctional mechanical forces combining to narrow the compartment.

Nonsurgical management should be optimized prior to joint replacement surgery. Usually initiated by the primary care physician, current nonsurgical options include either individually, or some combination of, glucosamine, hyaluronic acid injections, exercises, weight loss, and unloading brace wear. Effectiveness of each method and combinations of methods are under investigation. Valgus bracing for osteoarthritis of the knee appears to be one such modality that can be used effectively to "buy time" before the patient is required to undergo joint replacement surgery. The application of a valgus "unloading" knee brace is the only OA management strategy that can potentially offer a redistribution of dysfunctional mechanical forces immediately upon application.

There is most definitely a role for valgus bracing in rehabilitative management of the symptomatic osteoarthritis patient. Developed in the mid '90s as an offshoot of functional braces, unloading braces are becoming more frequently used by those individuals with OA at the knee. The unloader brace has proven to be most popular and readily accepted by patients. With a brace that employs a three-point pressure system, the force from the knee is transferred to the thigh and tibia, away from the symptom-provoking joint compartments.

UNLOADING BRACES AND OA
There are studies that demonstrate increased activity as a result of brace wear. In one of the first studies evaluating the effectiveness of unloading braces on OA symptoms, Hewett et al evaluated a brace designed to decrease loads on the medial tibiofemoral compartment in OA patients with chronic pain and arthrosis to determine if pain symptoms decreased and function improved, and if dynamic gait characteristics were altered during walking.2

Nine subjects underwent a dynamic gait analysis and were compared with a control group of 11 normal subjects matched for age and walking speed. Following 9 weeks of brace wear, statistically significant improvements were found for all pain parameters, and these improvements continued at the 1-year evaluation. Before brace wear, patients had a walking tolerance of 51 minutes prior to the onset of pain symptoms. No differences were found in the dynamic gait parameters measured with and without the brace.2

One of the earliest studies to look at potential changes in mechanical variables in OA patients wearing an unloading brace, Lindenfeld et al specifically looked at changes in the adduction moment. Scores from an analog pain scale decreased 48% with brace wear, and function with activities of daily living increased 79%. Mean adduction moment without the brace measured 4.0 +/- 0.8% body weight times height versus 3.6 +/- 0.8% body weight times height when wearing the brace (10% decrease). The mean adduction moment for control subjects was 3.5 +/- 0.6% body weight times height. Nine of 11 patients had a decrease in the adduction moment with the brace, five of 11 patients had a reduction higher than 10%, and decreases in this moment were as high as 32.3

In one of the very few prospective, parallel-groups, randomized clinical trials, patients with OA who also had a varus deformity were evaluated with regard to their ability to improve their disease-specific quality of life and functional status. The patients were stratified according to age (< 50 years or >50 years), deformity (mechanical axis in <5° of varus or >5° of varus), and the status of the anterior cruciate ligament (torn or intact). The patients were randomly assigned to one of three treatment groups: medical treatment only (control group), medical treatment and use of a neoprene sleeve, or medical treatment and use of an unloader brace. There was a significant difference between the unloader-brace group and the neoprene-sleeve group with regard to pain after both a 6-minute walking test and the 30-second stair-climbing test.4

In an interesting early study looking at actual condylar separation while wearing the unloading brace, 12/15 (80%) reported relief of pain and demonstrated condylar separation of the degenerative compartment. The three patients who did not demonstrate condylar separation were obese, which made accurate brace fitting difficult.5


WHAT BRACES CAN DO
The patient's main goal is obviously pain relief. Barnes et al evaluated a specific brace for symptomatic relief in a group of 30 patients who had unicompartmental osteoarthritis and who had undergone at least 6 months of conservative treatment without resolution of symptoms. At 8 weeks, a substantial reduction in pain and reduction in use of oral pain medication occurred along with an increase in ability to work and to engage in activities of daily living. At long-term follow-up (mean, 2.7 years), 41% of 29 patients were still using the brace, 35% had stopped using the brace (for a variety of reasons), and 24% had undergone arthroplasty.6

Another load-shifting brace was evaluated by Finger and Paulos in 28 patients with symptomatic OA. Night pain decreased and pain with activity decreased.7 The results of both studies showed load-shifting braces to be effective in reducing pain and shifting the center axis of pressure.

Improved gait and functional ability have been demonstrated in patients while wearing unloading braces. Improving the symmetry of gait in persons with OA is thought to help provide symptomatic relief. In a 3-month study, OA patients wearing a valgus brace showed consistent and immediate improvement in symmetry indices in both the stance and swing phase of gait; all patients reported immediate symptomatic improvement and similar pain relief after 3 months of brace wear and continued to have less pain on walking.8 Changes in gait symmetry are most likely associated with a reduced varus moment.

Five subjects diagnosed with medial compartment OA were fitted with a custom valgus unloading knee brace. Wearing the brace significantly reduced the varus moment at 20% and 25% of stance.9 In another similar study of gait, valgus bracing has been shown by Pollo et al to reduce the net varus moment about the knee by an average of 13% (7.1 N-m) and the medial compartment load at the knee by an average of 11% (114 N) in the calibrated 4° valgus brace setting.10

ADDITIONAL CONSIDERATIONS
There are special concerns and brace-wear compliance issues in the OA patient population. Clinically, the unloading brace seems to work better in patients with lower BMI. Higher BMI patients seem to have more difficulty with the brace fitting incorrectly. Long-term compliance is one of the drawbacks to brace wear. In the study by Hewett et al, half the patients no longer wore the brace after 1 year and nearly three quarters of the patients no longer wore the brace after 2 years.2

Jon G. Divine, MD, is medical director, and Timothy E. Hewett, PhD, is director of the Sports Medicine Biodynamics Center at the Cincinnati Children's Hospital Medical Center; and both are professors at the University of Cincinnati College of Medicine, Divine for the Department of Pediatrics, and Hewett for the Departments of Pediatrics, Orthopaedic Surgery, Sports Medicine, and Rehabilitation Sciences.

REFERENCES
  1. Buckwalter J, Mankin H. Articular cartilage. Part II: Degeneration and osteoarthritis, repair, regeneration, and transplantation. J Bone Joint Surg Am. 1997;79:612-632.
  2. Hewett TE, Noyes FR, Barber-Westin SD, Heckmann TP. Decrease in knee joint pain and increase in function in patients with medial compartment arthrosis: a prospective analysis of valgus bracing. Orthopedics. 1998;21:131-8.
  3. Lindenfeld TN, Hewett TE, Andriacchi TP. Joint loading with valgus bracing in patients with varus gonarthrosis. Clin Orthop. 1997(344):290-7.
  4. Kirkley A, Webster-Bogaert S, Litchfield R, et al. The effect of bracing on varus gonarthrosis. J Bone Joint Surg Am. 1999;81:539-48.
  5. Komistek RD, Dennis DA, Northcut EJ, Wood A, Parker AW, Traina SM. An in vivo analysis of the effectiveness of the osteoarthritic knee brace during heel-strike of gait. J Arthroplasty. 1999;14:738-42.
  6. Barnes CL, Cawley PW, Hederman B. Effect of CounterForce brace on symptomatic relief in a group of patients with symptomatic unicompartmental osteo-arthritis: a prospective 2-year investigation. Am J Orthop. 2002;31:396-401.
  7. Finger S, Paulos LE. Clinical and biomechanical evaluation of the unloading brace. J Knee Surg. 2002;15:155-8; discussion 159.
  8. Draper ER, Cable JM, Sanchez-Ballester J, Hunt N, Robinson JR, Strachan RK. Improvement in function after valgus bracing of the knee. An analysis of gait symmetry. J Bone Joint Surg Br. 2000;82:1001-5.
  9. Self BP, Greenwald RM, Pflaster DS. A biomechanical analysis of a medial unloading brace for osteoarthritis in the knee. Arthritis Care Res. 2000;13:191-7.
  10. Pollo FE, Otis JC, Backus SI, Warren RF, Wickiewicz TL. Reduction of medial compartment loads with valgus bracing of the osteoarthritic knee. Am J Sports Med. 2002;30:414-21.

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