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Cochrane Database of Systematic Reviews Protocol - Intervention

Surgery as an adjunct to chemotherapy for treating spinal tuberculosis

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Abstract

This is a protocol for a Cochrane Review (Intervention). The objectives are as follows:

To compare chemotherapy to chemotherapy plus surgery for treating people diagnosed with active tuberculosis of the thoracic and/or lumbar spine.

Background

Tuberculosis is the most common infectious disease in the world. Every year 10 million new people are infected (WHO 1991). While tuberculosis commonly infects the lungs, there is a tuberculous process outside the lungs in 15% of affected people. Of all these extrapulmonary lesions, 10% are located in the skeleton with half in the spine and half in the other bones and joints (Watts 1996).

Tuberculosis of the spine is potentially serious. The infection can destroy the bone and cause pain and deformities of the spine (such as a hump). Sometimes the damage to the spine results in trapped nerves causing a lot of pain and loss of feeling and muscle control; even complete paralysis can occur. If there is a sharp angle in the spine (kyphosis) due to the bony destruction, loss of neurological function may manifest only after years, even if the tuberculosis has been cured adequately (Hsu 1988; Rajeswari 1997; Luk 1999). This is the result of chronically irritated and malnourished spinal marrow (myelopathy) or a local reactivation. Late paraplegia due to affected spinal marrow is an almost insolvable problem because an operation at this stage is very difficult and prone to major complications without subsidence of the neurological deficit (Moon 1997). If the bone has fully fused in a normal position after the primary illness period, this late consequence is thought not to occur (Leong 1993). Most experts believe that a kyphosis over 30 degrees is likely to deteriorate and lead to back pain and neurological deficit (Kaplan 1952; Wimmer 1997; Rajeswari 1997; Parthasarathy 1999). Another study reports that progression of the deformity can be predicted based on the initial amount of vertebral body bone loss and is independent of the initial angle of kyphosis (Rajasekaran 1987).

Tuberculosis in general is curable. The mainstay of treatment is chemotherapy with at least isoniazid, rifampicin, and pyrazinamide. The American Thoracic Society recommends 6 months of chemotherapy for spinal tuberculosis in adults but 12 months in children because reliable data are lacking on shorter treatment duration (ATS 1994). The British Thoracic society recommends 6 months of treatment irrespective of age (BTS 1998). In their recent review of the literature, Van Loenhout‐Rooyackers and colleagues found that 6 months of treatment is probably sufficient for everyone (Loenhout 2002).

In tuberculosis, treatment is considered to be successful when the person is cured, is no longer infectious, and does not suffer relapse. However, some unique problems are encountered in spinal tuberculosis: spinal deformity and neurological problems. Treatment in spinal tuberculosis is directed toward restoring normal neurology, controlling the deformity to prevent pain and late paraplegia, local elimination of the disease to prevent recurrence, and to achieve early bony fusion to prevent deterioration of deformity and pain. You want the people to resume their normal lives.

In the presence of comorbidity that affects the immunocompetence of people (diabetes mellitus, liver cirrhosis, renal failure, cancer, corticosteroid therapy, transplantation, HIV infection, alcoholism, intravenous drug use, malnutrition) it has been shown that there is a relative increase in tuberculosis manifestations outside the lungs (extrapulmonary tuberculosis) compared to pulmonary tuberculosis (Antony 1995; Iseman 2000). HIV increases the risk of reactivation of a latent focus and progression of the primary infection to a more atypical and disseminated extrapulmonary manifestation. Survival rates were worse for people with HIV and extrapulmonary tuberculosis compared to people with HIV and pulmonary tuberculosis. Survival for people with HIV and both pulmonary and extrapulmonary tuberculosis was even shorter (Whalen 1997). Other studies report comparable survival curves for both groups, with a more complicated medical course for the extrapulmonary group (Wohl 2000). Ethnic background is also suspected to play a role in the expression of extrapulmonary tuberculosis in people with AIDS (Braun 1990). There are also reports of high incidences of extrapulmonary tuberculosis in the absence of HIV infection (Cowie 1997). Studies directed specifically at spinal tuberculosis and HIV conclude that good clinical outcomes can be expected irrespective of the HIV status and the availability of antiretroviral therapy (Leibert 1996; Govender 2000). Another report mentions that people with HIV are not a homogeneous group, and that results − especially complications like wound infections − worsen during the end stage of the disease (Jellis 1996). In conclusion regarding HIV and immunosuppression, it can be stated that a good clinical outcome is generally expected from treating spinal tuberculosis, but this may depend on how far the HIV/AIDS has progressed.

There is controversy in the literature about the necessity of additional surgical intervention in spinal tuberculosis. This difference of opinion goes back to 1960 when Hodgson and Stock advocated surgical treatment (Hodgson 1960) and Konstam and colleagues advocated the conservative treatment (Konstam 1958; Konstam 1962). Conservative treatment consists of medication and additional non‐operative measures (physical therapy, orthosis, and bedrest). Surgery can basically be divided into two procedures. The first is a debridement. This is a procedure that comprises surgicaldrainage or curettage of the infected material without spinal reconstruction. The second form, which is more extensive, is a debridement with spinal reconstruction aimed at immediate restoration of spinal alignment and stability. The reconstruction can be done with bone grafts and/or artificial materials like steel, carbon fibre, or titanium.

The British Medical Research Council Working Party on Tuberculosis of the Spine performed a series of trials to investigate the various methods of treatment. They concluded that chemotherapy on an outpatient basis is sufficient to treat the majority of people (MRC 1973a; MRC 1973b; MRC 1974a; MRC 1974b; MRC 1976; MRC 1978; MRC 1982; MRC 1985; MRC 1987; MRC 1993; MRC 1998). This is an attractive conclusion because tuberculosis is common in countries with limited resources. It means we can cure people without surgery. However, their reports also reveal a quicker bony fusion and less deformity for the group that received surgery, especially with the radical operation in which the whole lesion is resected and stabilized with a bone graft. So perhaps the addition of surgery is preferable in regions where resources are available. However, these trials only included people with milder forms of spinal tuberculosis, and they excluded people who were paralysed severe enough to prevent them from walking across a room and people with a total destruction of more than three vertebral bodies − two groups likely to benefit from surgery.

Many authors consider the following indications for surgical intervention: (1) neurological deficits (with an acute or non‐acute onset) caused by compression of the spinal cord; (2) spinal instability caused by destruction or collapse of the vertebrae, destruction of two or more vertebrae, or kyphosis of more than 30 degrees; (3) no response to chemotherapeutic treatment; (4) non‐diagnostic biopsy; (5) large paraspinal abscesses (Vidyasagar 1994; Chen 1995; Nussbaum 1995; Rezai 1995; Boachie‐Adjei 1996; Watts 1996; Moon 1997). Some authors even advocate surgery in mild cases of spinal tuberculosis (Leong 1993; Luk 1999; Turgut 2001). Their concern is the development of late myelopathic paraplegia as a result of residual kyphosis. An unpublished case series from Hong Kong of 60 conservatively treated patients with severe kyphotic deformities revealed 25 cases of late onset paraplegia (Luk 1999).

Potential benefits of surgery are quicker relief of pain, immediate relief of compressed nerve tissue, restoration of normal anatomic delineation, less kyphosis, a higher percentage of bony fusion, quicker bony fusion, earlier resolution of sinus tracts and abscesses, shorter hospitalization, and less relapse. It may also prevent late neurological problems due to the sharp angle of the spine as long as the bone is not fused, further deterioration of the kyphos angle can occur (Leong 1993; Hsu 1988).

Surgery requires a lot of expertise, good anaesthesia, and excellent peri‐operative care. It requires hospitalization, is expensive and potentially dangerous. Complications can occur during the operation or postoperatively. Complications of spinal surgery can be divided into several groups: material related, vascular, neurological, visceral, and wound related. Material failures consist of breakage of the screws and rods, loss of correction, and failure of fusion (Jutte 2002). Graft displacement, collapse, and resorption can occur. Vascular problems can be massive bleeding, haematoma formation, and thromboembolism. Neurological damage consists of nerve root impingement or lesion, dura tears, spinal cord infarction, and plexus lesions. Visceral damage, especially ureter lesions, can occur. Wound infections happen in 1 to 6% of spinal surgeries (Fardon 2002). Nutritional status is considered to be a major factor in results of operative treatment as well. The risk of postoperative wound infection was 15 times greater in malnourished people (Fardon 2002). So if there is no real benefit of surgery, it should not be performed.

Objectives

To compare chemotherapy to chemotherapy plus surgery for treating people diagnosed with active tuberculosis of the thoracic and/or lumbar spine.

Methods

Criteria for considering studies for this review

Types of studies

Randomized and quasi‐randomized controlled trials.
Minimum follow up of 1 year after the last medication.

Types of participants

People diagnosed with active tuberculosis of the thoracic and/or lumbar spine including the upper sacral vertebra S1.
Active disease is diagnosed on the radiographs. There is loss of the thin cortical outline and rarefaction of the affected vertebral bodies (MRC 1973a).

Types of interventions

INTERVENTION
Chemotherapy plus surgery without reconstruction.
Chemotherapy plus surgery with reconstruction.

CONTROL
Chemotherapy.

All groups to be compared must have had identical adequate chemotherapeutical regimens of at least 6 months. We define 'adequate' as according to the common guidelines in the period of the trial, mostly mentioned in articles as 'standard chemotherapy' (MRC 1973a).

There are two types of surgical procedures:
(1) Debridement: drainage of abscesses, fistulectomy, debridement, or laminectomy, without reconstruction.
(2) Any type of surgery with reconstruction, either with a bone graft or with an instrumentation, anteriorly and/or posteriorly.

Types of outcome measures

We will consider any results reported at a time between 12 and 24 months after the last medication. If multiple outcome data are reported during this time span, we will consider those closest to 12 months.

PRIMARY

  • Degree of deformity.

  • Neurological deficit.

SECONDARY

  • Pain.

  • Absence of bony fusion.

  • Disease.

  • Death due to disease.

  • No return to previous activities.

  • Change of the intended conservative treatment into operative treatment.

ADVERSE EVENTS
Surgical complications, including repeat surgery; death from the operation itself; failure of reconstruction; and paraplegia from the operation.

Search methods for identification of studies

We will attempt to identify all relevant studies regardless of language or publication status (published, unpublished, in press, and in progress).

We will use the following search terms for all trial registers and databases: spinal tuberculosis; spinal TB; tuberculosis, spinal; tuberculosis spondylitis; vertebral tuberculosis; Pott's disease; and Pott's paraplegia. .

We will search the Cochrane Infectious Diseases Group's trial register up to August 2003. Full details of the Cochrane Infectious Diseases Group methods and the journals handsearched are published in The Cochrane Library in the section on Collaborative Review Groups.

We will search the Cochrane Central Register of Controlled Trials (CENTRAL) published in The Cochrane Library (Issue 3, 2003).

We will also search the following electronic databases using the search terms in combination with the search strategy developed by The Cochrane Collaboration (Clarke 2003).
(1) MEDLINE (1966 to August 2003).
(2) EMBASE (1980 to August 2003).
(3) LILACS (www.bireme.br; August 2003).

The detailed MEDLINE and EMBASE search strategies are available in Table 1

Open in table viewer
Table 1. Detailed search strategy for MEDLINE and EMBASE

Search set

MEDLINE (PubMED)

EMBASE (on Dialog)

(1)

Tuberculosis, spinal/

Tuberculosis‐spondylitis/

(2)

tuberculosis spondylitis[tw]

tuberculosis spondylitis[tw]

(3)

spinal tuberculosis [tw]

spinal tuberculosis[tw]

(4)

spinal TB[tw]

spinal TB[tw]

(5)

vertebral tuberculosis[tw]

vertebral tuberculosis[tw]

(6)

Pott disease[tw]

Pott disease[tw]

(7)

Pott's disease[tw]

Pott's disease[tw]

(8)

Pott paraplegia[tw]

Pott paraplegia[tw]

(9)

1 or 2 or 3 or 4 or 5 or 6 o7 or 8

1 or 2 or 3 or 4 or 5 or 6 o7 or 8

(10)

limit 9 to human

limit 9 to human

/ = MeSH term; tw = textword

/ = EMTREE; tw = textword

We will search conference proceedings for relevant abstracts.

We will contact organizations and individual researchers working in the field for information on unpublished and ongoing trials.

We will also check the reference lists of all trials identified by the above methods.

Data collection and analysis

STUDY SELECTION
We will scan the results of the literature search for potentially relevant trials. We will retrieve the full papers for all potentially relevant trials.

We will independently assess the potentially relevant trials for inclusion in the review using an eligibility form based on the inclusion criteria. We will make sure each trial will only be included once. We will resolve disagreements through discussion. We will display potentially relevant trials that are not eligible in the 'Characteristics of excluded studies' together the reason for excluding them. If the eligibility is unclear, we will contact the authors for clarification.

ASSESSMENT OF METHODOLOGICAL QUALITY
We will assess trials for methodological quality in terms of allocation sequence, allocation concealment, and loss to follow up. For each trial, we will class each methdological quality component as 'adequate', 'inadequate', or 'unclear' according Jüni 2001. We will resolve any disagreements through discussion. We will display this information in a table and describe it in the 'Methodological quality of the included studies.

DATA EXTRACTION
One of us will extract the data using a data extraction form. The other one will cross‐check the data with the original paper. We will resolve disagreements by referring to the original paper. If this still does not clarify the problem, we will contact the trial authors. Paul Jutte will enter the data into Review Manager 4.2.

We will handle the data on "neurology", "pain", "bony fusion", "evidence of disease", "survival", "return to previous activities", and "change of treatment" as binary.

The only continuous variable will be "deformity" (kyphosis). This can also be handled as binary if we define kyphosis at the start of treatment and after 2 years as less than or equal to 30 degrees or greater than 30 degrees. However, this may be a source of heterogeneity as various trialists may have used different cut‐off points. So we prefer to use deformity as a continuous variable. We will use the kyphosis measurement method of the Medical Research Council Working Party on Tuberculosis of the Spine as standard (MRC 1973a). This is the preferred method of most reports. Regarding other measurement methods: it will very likely be possible to calculate them back to the preferred method. If this is not possible, we will not use these data.

DATA ANALYSIS
We will analyse the data using Review Manager 4.2.

We will use odds ratio with the fixed effect model to assess "neurological deficit", "disease", "death due to disease", "no return to previous activities", and "change of the intended conservative treatment into operative treatment".

We will use relative risk with the fixed effect model to assess "pain" and "absence of bony fusion".

We will use the weighted mean difference with the fixed effect model to assess the continuous variable, "degree of deformity".

HETEROGENEITY
We will assess the existence of heterogeneity by examining the overlap of confidence intervals in the funnel plot, in conjunction with the chi‐squared test with 5% level of statistical significance. If heterogeneity is present and it is appropriate to combine the trials we will use a random effects model. We will examine the sources of heterogeneity by analysing the subgroups listed below and by performing a meta‐regression (statistical support needed). After including all the eligible studies in the primary analysis, we aim to conduct sensitivity analyses for each of the methodological quality factors using the subgroups 'adequate', 'inadequate', or 'unclear'. We consider 80% completeness of follow up adequate.

Subgroups
(1) Age (< 18, ≥ 18). Children have special problems concerning growth. This could very well be a source of heterogeneity. We will regard people under 18 years of age as a separate group.

(2)Number of vertebrae (1 to 2, >2). As the number of vertebrae involved is thought to play an important role in decision making this is another source of heterogeneity. We will create two subgroups according to the number of vertebrae involved.

(3)Location of lesions (T1 to T10, T11 to L2, L3 to S1). The location of the lesions may very well influence the success of treatment. In the normal lumbar spine there is a natural lordosis. It will take more destruction to turn this into a kyphosis. Biomechanical properties in this area are different from thoracic, where there is a natural kyphos and a rib cage. We will regard the location in three groups.

(4) Drugs (with or without pyrazinamide). We do not know what the effect of the introduction of pyrazinamide in 1978 will be on our review. Relapse rates for pulmonary tuberculosis dropped from 7.8% and 20.3% after 2 and 5 years follow up to 1.4% and 3.4% respectively after the introduction (MRC 1987). This should be regarded as another source of heterogeneity because chemotherapy results improved strongly.

(5)Neurological deficit on entry of trial (non, incomplete ambulant, incomplete non‐ambulant, complete). Neurological deficit on entry of a trial is a potential source of heterogeneity. People who cannot walk and spend their days lying in bed will probably develop less kyphosis than people walking around with the same bony destruction because of less force being applied on the spine. We will divide neurologic status into four groups.

(6)Deformity. If deformity is regarded as a binary variable, this may be a source of heterogeneity. Various trialists may have reported results with different cut points.

(7) Comorbidity (no immunodeficiency, immunodeficiency with HIV, immunodeficiency without HIV). Comorbidity diminishes the immunocompetence of people, and results (especially survival) may be influenced. We will look for immunocompromise (diabetes mellitus, liver cirrhosis, renal failure, cancer, corticosteroid therapy, transplantation, HIV infection, alcoholism, intravenous drug use) and groups these factors into the three groups.

PUBLICATION BIAS
We will use funnel plots as available in Review Manager 4.2 to assess publication bias. Asymmetry may be caused by heterogeneity and quality.

Table 1. Detailed search strategy for MEDLINE and EMBASE

Search set

MEDLINE (PubMED)

EMBASE (on Dialog)

(1)

Tuberculosis, spinal/

Tuberculosis‐spondylitis/

(2)

tuberculosis spondylitis[tw]

tuberculosis spondylitis[tw]

(3)

spinal tuberculosis [tw]

spinal tuberculosis[tw]

(4)

spinal TB[tw]

spinal TB[tw]

(5)

vertebral tuberculosis[tw]

vertebral tuberculosis[tw]

(6)

Pott disease[tw]

Pott disease[tw]

(7)

Pott's disease[tw]

Pott's disease[tw]

(8)

Pott paraplegia[tw]

Pott paraplegia[tw]

(9)

1 or 2 or 3 or 4 or 5 or 6 o7 or 8

1 or 2 or 3 or 4 or 5 or 6 o7 or 8

(10)

limit 9 to human

limit 9 to human

/ = MeSH term; tw = textword

/ = EMTREE; tw = textword

Figures and Tables -
Table 1. Detailed search strategy for MEDLINE and EMBASE