THREE MODES OF OSSIFICATION DURING DISTRACTION OSTEOGENESIS IN THE RAT NATSUO YASUI, MOTOHIKO SATO, HIROHISA KAWAHATA, TAKAHIRO OCHI, YUKIHIKO KITAMURA, TOMOATSU KIMURA, SHINTARO NOMURA From Osaka University Medical School, Japan We developed a rat model of limb lengthening to study the basic mechanism of distraction osteogenesis, using a small monolateral external fixator. In 11-week-old male rats we performed a subperiosteal osteotomy in the midshaft of the femur with distraction at 0.25 mm every 12 hours from seven days after operation. Radiological and histological examinations showed a growth zone of constant thickness in the middle of the lengthened segment, with formation of new bone at its proximal and distal ends. Osteogenic cells were arranged longitudinally along the tension vector showing the origin and the fate of individual cells in a single section. Typical endochondral bone formation was prominent in the early stage of distraction, but intramembraneous bone formation became the predominant mechanism of ossification at later stages. We also showed a third mechanism of ossification, ‘transchondroid bone formation’. Chondroid bone, a tissue intermediate between bone and cartilage, was formed directly by chondrocyte-like cells, with transition from fibrous tissue to bone occurring gradually and consecutively without capillary invasion. In situ hybridisation using digoxigenin-11-UTPlabelled complementary RNAs showed that the chondroid bone cells temporarily expressed type-II collagen mRNA. They did not show the classical morphological characteristics of chondrocytes, but were N. Yasui, MD, PhD, Associate Professor M. Sato, MD, Postgraduate Student T. Ochi, MD, PhD, Professor and Chairman Department of Orthopaedic Surgery H. Kawahata, Postgraduate Student S. Nomura, PhD, Associate Professor Y. Kitamura, MD, Professor and Chairman Department of Pathology Osaka University Medical School, 2-2 Yamadaoka, Suita, Osaka 565, Japan. T. Kimura, MD, Director of Orthopaedic Surgery Osaka Rosai Hospital, 1179-3 Nagasonecho, Sakai, Osaka 591, Japan. Correspondence should be sent to Dr N. Yasui. ©1997 British Editorial Society of Bone and Joint Surgery 0301-620X/97/57423 $2.00 824 assumed to be young chondrocytes undergoing further differentiation into bone-forming cells. We found at least three different modes of ossification during bone lengthening by distraction osteogenesis. We believe that this is the first report of such a rat model, and have shown the validity of in situ hybridisation techniques for the study of the cellular and molecular mechanisms involved in distraction osteogenesis. J Bone Joint Surg [Br] 1997;79-B:824-30. Received 18 November 1996; Accepted after revision 21 March 1997 The common principles of current techniques of limb lengthening are osteotomy and slow progressive distraction 1,2 by an external fixation device. The type of osteotomy, the timing and rate of distraction, and the apparatus have varied 3-8 considerably. It has been established that slow distraction does not break the bony callus, but actually stimulates osteogenesis and the growth of surrounding soft tissues. 4,5 The principle has been termed the ‘law of tension-stress’, but the exact mechanism is not understood. We have previously reported the histological findings in lengthened segments in rabbits and concluded that new bone was formed predominantly by endochondral (indirect) 9 ossification. Other reports of canine or ovine experiments have established that intramembranous (direct) bone formation is the main mechanism of ossification during distrac4,5,10,11 tion osteogenesis. Factors such as the stability of fixation, the timing and rate of distraction, and speciesrelated differences may determine the relative share of endochondral and direct bone formation. 12 Kossmann, Giebel and Glombitza recently described a rat model of tibial lengthening using a special distraction apparatus, which is useful for studying the cellular and molecular mechanisms since modern techniques can be applied to this animal. We have developed a new model of rat femoral lengthening using a commercially available monolateral external fixator. We now describe the surgical technique and report our radiological and histological findings and the results of in situ hybridisation using complementary RNA (cRNA) probes for type-I, type-II and type-X collagens. THE JOURNAL OF BONE AND JOINT SURGERY THREE MODES OF OSSIFICATION DURING DISTRACTION OSTEOGENESIS IN THE RAT MATERIALS AND METHODS We used 14 male 11-week-old Sprague-Dawley rats weighing 380 to 400 g. A small monolateral external fixator (Hoffmann Mini Lengthening System 5094-0-202, Howmedica, Jaquet, Geneva, Switzerland) was fixed to the anterolateral aspect of the left femur with four half-pins (Fig. 1). Under aseptic conditions with general anaesthesia produced by the intraperitoneal injection of ketamine (90 mg/kg) and xylazine (10 mg/kg), a lateral longitudinal skin incision was made over the femur. The fascia was cut longitudinally and the muscles separated between quadriceps femoris and the hamstrings. The periosteum was incised longitudinally and carefully retracted. The bone cortex was drilled using a 1.5 mm bit and four self-tapping screws 2 mm in diameter were placed at right angles to the axis of the femoral shaft. An osteotomy was made between the second and the third screws using a manual saw. The screws were then clamped to the external fixation device, so that the two bone ends were reduced. The periosteum was sutured to cover the osteotomy site. Distraction started seven days after operation at a rate of 825 0.25 mm every 12 hours (0.5 mm/day), and was stopped at 28 days after operation (21 days of distraction). Radiographs were taken each week and the animals were killed at various stages to allow histological examination. The femoral arteries were perfused with 4% paraformaldehyde in a phosphate buffer (pH 7.4) and the femur was fixed for 48 hours in the same solution with the external fixator still in place. The bone was then decalcified in 20% EDTA (pH 7.4) at 4°C for about three weeks, dehydrated through increasing concentrations of ethanol, and embedded in paraffin. Sections of 4 m were cut and stained with haematoxylin and eosin. In situ hybridisation was achieved on decalcified sections 13,14 The using digoxigenin-labelled cRNA as a probe. cRNA probes for in situ hybridisation of mouse 1 type-I collagen and 1 type-II collagen were given by Metsäranta 15 et al. These were used after homology between mouse and rat cRNA had been confirmed by northern blotting. Type-X collagen cDNA was obtained by reverse transcription of mRNA from newborn rat bone tissue, followed by a polymerase chain reaction and subcloning into EcoRV site of pBluescript KS- (Stratagene, La Jolla, California). Sequencing of the obtained cDNA was confirmed by the 16 method of Sanger, Nicklen and Coulson. The base sequence was identical to that of the rat type-X collagen 17 cDNA described previously. RESULTS Fig. 1 A rat with an external fixator on the left femur. Fig. 2a Fig. 2b Fig. 2c All 14 rats survived the operation and showed good tolerance of the lengthening. The external fixation devices caused no additional injuries although several animals were kept in one cage. The femoral lengthening was successful at the timing and rate described above and our results were highly reproducible and homogenous. Radiological changes. These are shown in Figure 2. After operation and before lengthening, immature callus formed around the osteotomy site, but was barely visible on the radiograph (Fig. 2a). As distraction began, bony callus Fig. 2d Fig. 2e Fig. 2f Radiographs of the lengthened femur seven days after operation, just before distraction was started (a), after ten days of distraction (b), after 21 days of distraction when lengthening ceased (c), seven days after completion of distraction (d), 21 days after completion of distraction (e), and 21 days after pin removal (f). VOL. 79-B, NO. 5, SEPTEMBER 1997 826 N. YASUI, M. SATO, T. OCHI, Fig. 3 ET AL Fig. 4 Figure 3 – Photomicrograph of the lengthened segment after ten days of distraction. New bone is formed between fibrous tissue and host bone by endochondral ossification (haematoxylin and eosin 10; BC, bone cortex; BM, bone marrow; BV, blood vessels; PC, periosteal callus; EC, endosteal callus). Figure 4 – Photomicrograph of intramembranous ossification after 20 days of distraction. New bone columns were formed directly by osteoblasts (haematoxylin and eosin 33). appeared and separated into proximal and distal segments with a radiolucent growth zone between them (Fig. 2b) which maintained a relatively constant thickness during distraction (Fig. 2c), but after completion of distraction, became calcified and fused (Fig. 2d). The resulting bony callus gradually consolidated (Fig. 2e) and had remodelled by the end of the experiment (Fig. 2f). Histological findings. Between operation and lengthening, the osteotomy site became surrounded by cartilaginous external callus, and the proximal and distal bone cortices were covered by periosteal bony callus. The inner cortex at the osteotomy site was bridged by endosteal callus containing immature bony trabeculae. Callus formation after osteotomy thus followed the normal course of fracture healing. When distraction began, the callus became elongated and eventually separated into proximal and distal segments. The distraction gap was filled with longitudinally-orientated fibrous tissue and newly-formed blood vessels (Fig. 3). At the proximal and distal ends of the fibrous tissue, this cartilaginous callus became hypertrophic and new bone was formed by endochondral ossification. The tissue containing hypertrophic chondrocytes was invaded by capillaries and new bone was deposited on the surface of the eroded cartilage. Between 10 and 20 days of distraction, cartilaginous callus was progressively resorbed and replaced by bone. After this new bone was formed more directly by intramembranous ossification (Fig. 4). New bone trabeculae formed longitudinally along the tension vector at the proximal and distal ends of the fibrous growth zone. Osteoblasts, preosteoblasts and fibroblast-like cells were arranged longitudinally in order of their stage of differentiation. Cell proliferation appeared at the tip of new bone columns; the latter are assumed to grow longitudinally so that the fibrous growth zone retained a relatively constant thickness during progressive distraction. Between endochondral and intramembranous ossification we saw a third mechanism by which new bone was formed directly by chondrocyte-like cells. ‘Chondroid bone’, a 18 tissue intermediate between cartilage and bone, was observed at the boundary between fibrous tissue and new Fig. 5 Transchondroid bone formation after 20 days of distraction (haematoxylin and eosin55; F, fibrous tissue; CB, chondroid bone; B, bone). THE JOURNAL OF BONE AND JOINT SURGERY THREE MODES OF OSSIFICATION DURING DISTRACTION OSTEOGENESIS IN THE RAT Fig. 6a Fig. 6b Fig. 6c Fig. 6d 827 Sequential sections showing endochondral ossification. Figure 6a – Haematoxylin and eosin66 (CH, chondrocytes; OB, osteoblasts; OC, osteocytes). Figures 6b to 6d – In situ hybridisation using cRNA probes of 1 type-I collagen (b), 1 type-II collagen (c) and 1 type-X collagen (d). bone. The matrix of this chondroid bone is more like bone than cartilage, but the cells were indistinguishable from chondrocytes (Fig. 5). Round chondrocyte-like cells and smaller osteocyte-like cells coexisted forming columnar arrangements in the chondroid bone. Transition from fibrous tissue to bone via chondroid bone occurred gradually and consecutively. Three-dimensional observation of the chondroid bone in the sequential histological sections showed no capillary invasion during the transition from cartilage to bone. This ‘transchondroid bone formation’ was clearly different from endochondral ossification in which the cartilage is invaded by capillaries and new bone is deposited on the surface of eroded cartilage. In some regions all three modes of ossification overlapped; during regular histological examinations, transchondroid bone formation was mistaken for either endochondral bone formation or direct bone formation. In situ hybridisation. To determine the collagen phenotypes of the cells involved in the three different modes of ossification, we used in situ hybridisation achieved with VOL. 79-B, NO. 5, SEPTEMBER 1997 non-isotopic cRNA probes for type-I, type-II and type-X collagens. Type-I collagen is a main component of connective tissues, including skin, tendon and bone, while type-II collagen is cartilage-specific. Type-X collagen is known to be synthesised by the hypertrophic chondrocytes of growth cartilage and to have an important role in 19 provisional calcification. During endochondral ossification (Figs 6a to 6d), a positive signal for 1 type-I collagen mRNA was detected in osteoblasts surrounding new bone trabeculae (Fig. 6b). The same signal was also detected in chondrocytes and elongated fibroblast-like cells, but not in osteocytes (Fig. 6b). The signal of 1 type-II collagen mRNA was detected exclusively in differentiated chondrocytes (Fig. 6c), while hypertrophic chondrocytes expressed 1 type-X collagen mRNA (Fig. 6d). During intramembranous ossification (Figs 7a to 7d), the positive signal of 1 type-I collagen mRNA was detected in osteoblast, preosteoblast and fibroblast-like cells, but not in osteocytes (Fig. 7b). Neither 1 type-II collagen mRNA 828 N. YASUI, M. SATO, T. OCHI, ET AL Fig. 7a Fig. 7b Fig. 7c Fig. 7d Sequential sections showing intramembranous ossification. Figure 7a – Haematoxylin and eosin66 (OB, osteoblasts; OC, osteocytes). Figures 7b to 7d – In situ hybridisation using cRNA probes of 1 type-I collagen (b), 1 type-II collagen (c) and 1 type-X collagen (d). (Fig. 7c) nor 1 type-X mRNA (Fig. 7d) was detected in cells involved in intramembranous ossification. During transchondroid bone formation (Figs 8a to 8d), we found a positive signal for 1 type-I collagen mRNA in fibroblast-like cells, chondrocyte-like cells and young osteocyte-like cells (Fig. 8b). The well-differentiated osteocytes embedded in dense bone matrix did not show this signal. The signal for 1 type-II mRNA was detected not only in chondrocyte-like cells but also in some which did not have the histological appearance of chondrocytes. A few cells expressed type-I and type-II collagens simultaneously, suggesting that they were switching collagen phenotypes. A positive signal for 1 type-X collagen mRNA was occasionally detected in some chondrocyte-like cells (Fig. 8d). DISCUSSION We have described a surgical technique for lengthening small bones using a monolateral external fixation device to study the cellular and molecular mechanism of distraction osteogenesis. Our radiological and histological examinations consistently showed a growth zone of constant thickness in the middle of the lengthening segment, with new bone forming at its proximal and distal ends. A single histological section showed the origin and the fate of osteogenic cells because the differentiating cells from a single lineage were arranged longitudinally along the tension vector in order of maturity. Our model is clearly different from other experimental models of fracture healing in which the cells at various stages of differentiation are distributed at random. Ossification is usually classified into two types: intra20 membranous (direct) and endochondral (indirect). Intramembranous ossification is typically seen during embryonic development of the cranial vault, but at numerous other sites where there is no pre-existent cartilage model, new bone is directly formed by differentiated osteoblasts. Typical endochondral ossification is seen during embryonic development of long bones. New bone formaTHE JOURNAL OF BONE AND JOINT SURGERY THREE MODES OF OSSIFICATION DURING DISTRACTION OSTEOGENESIS IN THE RAT Fig. 8a Fig. 8b Fig. 8c Fig. 8d 829 Sequential sections showing transchondroid bone formation. Figure 8a– Haematoxylin and eosin66 (CH, chondrocyte-like cells; OC, osteocytes). Figures 8b to 8d – In situ hybridisation using cRNA probes of 1 type-I collagen (b), 1 type-II collagen (c) and 1 type-X collagen (d). tion may be regarded as endochondral when cartilage is formed first and later replaced by new bone. In the physeal growth plate, for example, a highly ordered structure of resting, proliferating, hypertrophic, and calcifying cartilage is first established by differentiating chondrocytes. The calcified cartilage matrix is then invaded by capillaries and new bone is laid down by osteoblasts in the space previously occupied by hypertrophic chondrocytes. The fate of hypertrophic chondrocytes in calcifying cartilage remains controversial. Some authors consider that all the cells 21 22 degenerate or are programmed to die, but others believe that they survive to become osteoblasts under the influence 23,24 of vascularisation. During distraction osteogenesis in our rat model, endochondral ossification was predominant in the early stage of distraction especially in the circumferential region where cartilaginous callus had been formed during the seven days between osteotomy and distraction. This cartilaginous callus appeared to grow to some extent in the initial stage of distraction, but was eventually totally replaced by bone, VOL. 79-B, NO. 5, SEPTEMBER 1997 leaving intramembranous ossification as the main mechanism of new bone formation. In addition to various growth factors and cytokines released from broken bone matrix, appropriate strain may contribute to the stimulation of bone formation during the distraction phase. The third ossification mechanism produces chondroid bone. This has not attracted much attention, although it was identified as an intermediate tissue between cartilage 18 and bone some time ago. More recently, it has been suggested that some hypertrophic chondrocytes undergo further differentiation into osteoblast-like cells and partici25-28 If this is the case, a pate in the initial bone formation. compound tissue of bone and cartilage should be produced unless chondrocytes turn into osteoblasts very rapidly. We found that chondrocyte-like cells and osteocyte-like cells coexisted in chondroid bone with no clearly distinguishable boundary. The columnar arrangement of these cells suggested that they were derived from a common mesenchymal cell, and careful observation of sequential histological sections confirmed the gradual transition from 830 N. YASUI, M. SATO, cartilage to bone via chondroid bone. In situ hybridisation using cRNA probes for type-I, typeII and type-X collagens showed that the cells of chondroid bone temporarily expressed type-II collagen mRNA. These cells did not necessarily look like chondrocytes in standard histological sections, but were considered to be young chondrocytes undergoing further differentiation into boneforming cells. Chondrocytes changing their collagen phenotypes are known to express both type-II and type-I 29,30 collagen. In our model, young osteocytes expressed type-I collagen mRNA, but small osteocytes embedded in dense bone matrix did not express any type of collagen mRNA, which suggests that they were in the terminal differentiation stage. Although there is no direct evidence yet, we consider that the cells involved in transchondroid bone formation temporarily express cartilage phenotypes and then turn directly into osteocytes which survive in the chondroid bone until the tissue is resorbed and remodelled by true bone. Chondroid bone then temporarily provides mechanical strength for the callus. Our rat model of femoral lengthening is a promising tool for studying distraction osteogenesis because the techniques of molecular biology are applicable to this animal. In situ hybridisation of non-isotopic cRNA in decalcified mineralised sections has provided high-resolution results which allow detection of phenotypic expression of individual cells. We are now using probes other than collagen mRNAs to investigate further the molecular mechanism of distraction osteogenesis. We thank Dr Metsäranta for providing the cRNAs of 1 type-I collagen and 1 type-II collagen, and Mr A. Fukuyama and Mr K. Morihana for their help with the preparation of the histological sections. No benefits in any form have been received or will be received from a commercial party related directly or indirectly to the subject of this article. REFERENCES 1. Paley D. Current techniques of limb lengthening. J Pediatr Orthop 1988;8:73-92. 2. 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