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Current Trends in the Development of Materials for Bone Grafting and Spinal Fusion (Review)

Bokov A.E., Mlyavykh S.G., Shirokova N.Y., Davydenko D.V., Orlinskaya N.Y.

Key words: materials for bone grafting; spinal fusion; bone regeneration; replacement of bone defects.

The review addresses the currently used materials for spinal stabilization surgery by spinal fusion. Among them: autografts; allo- and xenografts; materials of synthetic and biological origin; growth factors; multipotent mesenchymal stromal cells; grafts made by 3D modeling. We discuss advantages and disadvantages of these materials as reported in the literature; with this analysis, we hope to stimulate further research into the graft biocompatibility and biointegration, especially into the issue of reparative regeneration and graft transformation into the bone tissue.


Introduction

In recent years, the number of musculoskeletal disorders has been increased. In a considerable number of those cases patients can benefit only from surgical interventions applying various types of fusion. Even with the innovative medical technologies, the number of unsuccessful outcomes in these patients remains high because of postoperative pseudo-arthrosis or a failure of the fixation device [1]. The next most common group of diseases that require bone grafting are skeletal injuries, cancer, and musculoskeletal infections [1–3]. Resulting from a pathological process or a traumatic injury, bone defects need to be replaced with appropriate materials to restore the supportability of the damaged segment [1]. Today autologous, allogeneic, and xenogeneic grafts, as well as alternative artificial substitutes, are used in bone grafting surgery.

Bone autoplasty remains the gold standard of treatment, since only autografts have the properties required for the most effective osteointegration [4, 5]. However, the use of autografts is limited due to the inability to obtain a large amount of autologous material without complications [5]. For example, in patients with osteoporosis, the quality of autografts is not high; and negative consequences of such interventions have been reported [6].

An alternative to bone autoplasty is the use of allogeneic and xenogeneic grafts. Their most obvious shortcomings include the development of a cell-mediated immune rejection or some accidental contamination with infectious agents [5, 7]. In addition, these grafts are not capable of stimulating osteogenesis and osteoinduction [5].

The existing restrictions in using allogeneic and xenogenic grafts arouse an increasing interest in materials of synthetic and biological origin. Some of recently developed materials have a complex internal architecture (imitating the trabecular structure of the cancellous bone); they promote migration, adhesion, proliferation, and differentiation of osteoblast precursors. On the other hand, these materials still need further improvement to ensure the optimal graft osseointegration.

The disadvantages of the bone-substituting materials stimulated the emergence of more ambitious strategies, including bone tissue engineering, combined with cell and growth factors technologies [8–10].

To assess the quality and performance of the implants, imaging modalities (X-ray, CT or MRI) are commonly used. This is primarily due to the fact that samples of the implant and the bone tissue are unavailable for histological examination in clinical studies. Therefore, the imaging techniques provide the major information on bone regeneration around the graft. The imaging, however, is unable to identify the thin connective tissue capsules, which separate the bone tissue from the implant surface, and which prevents implant stability. To assess the nature of osteogenesis and the direction of cell differentiation: e.g., whether it is going through the osteoblast production and the formation of new bone tissue, or through the enchondral osteogenesis and the cartilage formation is also impossible by using the imaging techniques only. These processes of osteogenesis are characterized by different periods of regeneration and, undoubtedly, affect the velocity of the structural and functional recovery of the bone, which is of great practical importance [11]. The only reliable method for verifying the developing osseointegration in this case is a morphological study with a morphometric analysis of the bone-implant border but with no separating capsule [12–14].

It takes (on average) 6.6 months for the bone tissue to recover from a defect; this time range may become longer on the background of osteoporosis or endocrine disorder, which seriously compromise the treatment outcome. These arguments further rationalize the search for biocompatible materials that provide for effective reparative regeneration and transformation into the bone tissue.

Autografts

An ideal osteoplastic material should have the following properties: osteogenicity, osteoinduction, osteoconduction and the ability for osseointegration without forming a boundary capsule around the implant [5, 15].

Osteogenicity is the ability to form bone tissue from osteoblasts present in the graft or from progenitors differentiated into osteoblasts.

Osteoinduction — the ability to facilitate the formation of osteoblasts by inducing the differentiation of mesenchymal stem cells and their influx from the tissues of the recipient. Growth factors BMP-2, BMP-7, TGF-β, IGF, FGF, PDGF have these abilities [16].

Osteoconduction is the ability of a graft to become a resorbable matrix that favors the ingrowth of bone tissue and blood vessels from the graft-donor tissue boundary. These abilities of the graft are eventually manifested in osseointegration, i.e. the graft ingrowth into the surrounding bone tissue without forming a border-line connective tissue capsule; at the end, the graft will be fully incorporated into the bone structure of the recipient [5].

Obviously, only autografts have all the above qualities: they contain osteoblasts, i.e. the precursor cells that promote osteogenesis [9, 17]. The viable cells remaining in the autograft produce growth factors that stimulate the migration of these precursors, the vascular growth and the formation of a new bone (i.e., osteoinduction). Autografts support the cell and vessel growth and the subsequent restructuring and osteointegration. It is important that auto-bone is perfectly biocompatible and does not cause any immune rejection [18]. Iliac crest, radius, rib, or fibula are most frequently used as autograft sources [19–21].

Yet, autologous bone grafting is not without drawbacks, which limit its use. On the other hand, application of autografts is associated with certain drawbacks that limit the use of the discussed technology. Thus, autograft sampling is a rather traumatic surgical procedure that prolongs the operation time and is associated with the risk of additional complications. Among those reported are long-lasting pain at the donor site, hematomas, pelvic or radial fractures, injury of ilioinguinal nerve and cutaneous nerve of the hip, or the radial nerve, and inflammatory complications [22–24]. During spinal surgery, an autograft may partially lose its mechanical properties or will undergo resorption and migration from the recipient bone which, as a rule, requires later surgical revisions [25]. One of the main disadvantages of autologous bone grafting is the inability to obtain sufficient material to replace large bone defects [17].

Allografts and xenografts

With the shortcomings of the autologous bone grafting, alternative methods of treatment have been introduced: those involve allografts and xenografts.

Allografts are made of osteoplastic material obtained from the same biological species as the recipient, whereas xenografts are made of bone tissue of a different species [26]. Using these materials in the form of ready-made medical products helps resolve the issue of insufficient osteoplastic material for bone substitution [27].

The disadvantage of replacing bone defects with allo- and xenografts is the absence of living cells capable of osteogenesis, which makes these materials less osteoinductive [28]. There are additional risks of using these foreign materials for bone tissue replacement. For example, allografts may carry an infectious pathogen; and in the cases of xenografts, such an infection may be as dangerous as prion disease [26, 29–32]. Allografts and xenografts may have foreign antigens in their structure; those can provoke biological incompatibility and transplant rejection [28, 32].

It is known that osteointegration occurs in 5 stages: inflammation, revascularization, osteoinduction (differentiation of polypotent cells into osteoblasts), osteoconduction, and bone remodeling [9, 32]. During the second and third stages, the recipient organism can develop excessive sensitivity to allo- or xenoantigens. In this scenario, it is crucial what type of immune response develops in response to the sensitization: mediated by either Th1 or Th2 lymphocytes [7, 33]. The Th1 lymphocytes produce TNF-β, IFN-γ, and IL-2 leading to the activation of macrophages. On the other hand, Th2 lymphocytes produce IL-4, IL-6, and IL-10, which do not activate phagocytosis but promote osseointegration.

Macrophages are classified into M1 and M2 depending on the type of receptors. The M1 macrophages express CD68 and CD80 and produce a large number of pro-inflammatory cytokines (IL-12, TNF) that mediate the inflammation and the subsequent encapsulation separating the implant from the bone tissue. The M2 macrophages express CD163, stimulate Th2 lymphocytes, and produce IL-10 and TGF, thus inhibiting the inflammatory response and stimulating bone tissue remodeling [7, 33]. Cytoplasmic proteins and nuclear antigens activate the immune response mediated by M1 macrophages and Th1 lymphocytes. Such an immune response leads to rejection of the bone-substituting material [34, 35].

To avoid graft rejection, various treatments reducing the impact of foreign antigens are used: for example, freezing or freezing with drying [32, 36–38]. There are other more effective ways to eliminate nuclear and cytoplasmic antigens. Triton X-100, EDTA, trypsin, sodium dodecyl sulfate and other reagents have been used to remove the cellular components [39–41]. However, these reagents can adversely affect the mechanical stability of the grafts and thus negatively affect the outcome of spinal fusion, since the support function of the transplant may be compromised [37, 39, 41, 42].

In an attempt to avoid complications associated with allografts, some authors used demineralized bone matrix (DBM); this material contains proteins that stimulate osteogenesis [43, 44]. Bone matrix is obtained by demineralization of bone tissue so that only an insignificant amount of calcified substances remain; this material is rich in type 1 collagen and growth factors [45]. The data on the efficacy of DBM in spinal surgery still vary due to its heterogeneity, especially with regard to the activity of growth factors [45, 46]. The advantages of DBM are sterility and low antigenicity [47–49]. However, DBM has a number of significant drawbacks: it can be allergic and has a poor mechanical strength. The latter factor does not allow using this material as a supporting implant; instead, DBM is used as an osteogenic additive [44, 50, 51].

When replacing large bone defects with various tissue-engineered structures, it is important to ensure proper trophism for adequate osseointegration. This is a critical stage of the entire technology, especially if the bone defect is filled with viable cells: these cells will die without an adequate blood supply. For example, cells located more than 200–500 µm away from the blood microcirculatory bed died during the experiment, and the bone matrix was replaced by fibrous connective tissue [52]. To ensure trophism in the area of bone grafting, an arteriovenous loop consisting of the artificially anastomosed arterial and venous vessels was proposed. This arteriovenous loop placed in the central part of the graft served as a source for axial vascularization, as a result of which a new capillary network was formed (internal vascularization). In combination with peripheral angiogenesis (external vascularization) these capillaries would provide an adequate blood supply and contribute to the survival of the implanted cells [53].

Materials of biological and synthetic origin

The drawbacks of autologous material, allografts and xenografts stimulated a research into synthetic materials that could become scaffolds for bone tissue replacement. Specific requirements such as osteoinduction and osteogenesis drew more attention to cell and tissue engineering [5]. In fact, the treatment of xeno- and allografts can be considered tissue engineering as well, but there are more innovative methods of bone tissue processing. The new materials used for this purpose are either biological (for example, collagen) or synthetic. Biological materials made of allo- or xeno-bones are osteoconductive, resorbable by osteoclasts within 4 to 12 months and are gradually replaced with organ-specific bone tissue (for allogeneic materials) or coarse-fibrous connective tissue (for xenogeneic materials) [54]. For synthetic materials, osteoconductivity and stability of the chemical composition as well as geometric shape, structure, and rate of biological degradation are the major criteria of acceptance [4].

Biological materials. Among the materials of biological origin, collagen, chitosan, and alginate are most often used for bone tissue regeneration. The efficacy of collagen grafts having orderly arranged fibers has been shown together with their ability to proliferate and differentiate into osteoblasts [55]. Currently, collagen-based materials are mainly used as carriers of biologically active molecules capable of osteoinduction [16, 56]. Notably, grafts consisting solely of collagen lack sufficient strength and can hardly be helpful in bone grafting [5]. Aiming at improving the quality of collagen-based material, experimentation on a collagen–elastin composite scaffold has been reported. In this in vitro study, elastin improved not only the mechanical properties of the graft but also stimulated the osteogenic cells differentiation [57]. Other composite materials based on collagen, calcium phosphate and mineralized collagen, resembling the biophysical properties of bone tissue have been studied as well [58, 59]. To facilitate the delivery of cells and osteoinductive molecules, materials based on cellulose and collagen or collagen and alginate were also proposed [60, 61].

Chitosan is approved for use as a hemostatic material; it is also considered promising for bone grafting. When depolymerized, chitosan produces oligosaccharides with antibacterial effects [62]. The material is stable and maintains its molecular structure at a neutral pH but gradually degrades at acidic pH values. Chitosan induces the proliferation of osteoblasts and mesenchymal cells, and also stimulates neovascularization [62]. Due to the positive charge of this polymer, it can effectively bind growth factor molecules that are negatively charged, and then gradually release them in an acidic medium [63]. Composite materials based on chitosan and calcium phosphate have already been created [63].

Osteoplastic materials of biological origin, such as Osteomatrix and Osteoplast, are available in the Russian Federation. Osteomatrix (LLC Konectbiopharm, Russia) is a composition of natural collagen and hydroxyapatite with affinity-bound sulfated glycosaminoglycan (sGAG) [64]. Osteoplast (NPK Vitafarm, Russia) consists of non-demineralized bone collagen of animal origin with sGAG [65]. Thanks to the developed manufacturing technology, these biomaterials have collagen and the mineral structures almost fully preserved; it is no less important that they are completely devoid of antigenicity. After these biomaterials or their analogs are implanted in rabbits, an ectopic bone is formed and then colonized with bone marrow cells. Both angio- and osteogenesis are most pronounced with Osteoplast where a rapid maturation of new bone tissue occurs around the implant zone [66].

Synthetic materials. Recost, bioactive glass, polylactide, and polycaprolactone triol are among the most popular synthetic materials. Recost (Ikon Lab GmbH, Russia) consists of a prepolymer, a polyol as a curing agent, and calcium orthophosphate. At its final form, Rekost has a porous microstructure [67]. In experimental studies using Rekost-based bone cement [68], scientists from Kazan found that bone tissue gradually replaced the cement at early stages (7–14 days). Moreover, there was practically neither inflammatory reaction, nor formation of leukocyte-necrotic masses, nor traumatic edema. In these conditions, the process of reparative regeneration develops rapidly, as evidenced by the transformation of the connective tissue directly into the bone (after 6 weeks) with no cartilage formation (which often takes place during the bone healing). By week 12, coarse-fibrous bone tissue with areas of the lamellar bone was observed in all animals; thus, the experimental defect became completely healed. The above results suggest that the Rekost bone cement is a bioinert and biodegradable regenerative material suitable for reconstructive plastic surgery.

Since their invention in 1986, calcium phosphate-based materials have been widely used for bone tissue augmentation and for osteoplastic surgery. They are easy for handling, perfectly fit the shape of a bone defect, and have excellent biological compatibility [44]. Conversely, the insufficient strength and excessive fragility restrict their implementation in bone replacement procedures. These synthetic materials have found their use as part of composite implants [44, 51]. Composite materials based on collagen and calcium phosphate mimic the mineralized bone matrix. Composite grafts based on synthetic polymers and calcium phosphate stimulate the differentiation of stem cells into osteoblasts, and also promote cell proliferation and synthesis of the bone matrix [69]. β-tricalcium phosphate ceramics has been used as a bone-replacing material for 25 years and is still considered the gold standard for the artificial bone [70]. This material is bioresorbable, biocompatible, and has good osteoconduction because of its porous structure [44, 71, 72]. The system of interconnected pores supports cellular colonization and accelerates vascularization [41, 73]. The pace of biological degradation is not always predictable; the process of bone resorption by osteoclasts lasts for 13–20 weeks and results in a newly formed bone [74, 75]. Nevertheless, β-tricalcium phosphate ceramics are inferior of cancellous bone in the mechanical properties, which must be taken into account before their use [47]. The disadvantages of β-tricalcium phosphate ceramics are partially compensated by the addition of hydroxyapatite. This combination contains two-phase calcium phosphate, which has the advantages of both components: slower resorption and greater mechanical strength (as in hydroxyapatite) and faster growth of a newly formed bone as compared with hydroxyapatite alone [76, 77].

Bioactive glass is a relatively new material, and it is currently approved for use only in dentistry. This material is composed of 45% silicon oxide, 24.5% of calcium oxide, 24.5% of disodium oxide, and 6% of pyrophosphate [78]. Bioactive glass is characterized by good biological compatibility, but it does not have optimal mechanical properties; therefore, it is most frequently used in combination with collagen and fibrin. Bioactive glass increases the mechanical strength of collagen implants [79]; these materials are osteoinductive and promote the differentiation of mesenchymal stem cells into osteoblasts [80]. In spinal fusion, the efficacy of bioactive glass is not that good as of autografts, but it has an antibacterial effect with the mechanism different from antibacterial drugs [81–83]. In this regard, it is likely that bioactive glass will be in demand for the replacement of bone defects in patients with osteomyelitis, especially on the background of bacterial drug-resistance [81].

Materials based on lactide, polyglycolic acid, and polylactide-co-glycolide are also considered promising options for bone substitution [44, 84]. Polyglycolic acid and polylactide are polymers with a crystalline structure. The copolymerization of these monomers reduces the degree of crystallization, which facilitates hydration and degradation of the polymer. By varying the ratio of monomers or the location of stereoisomers and by changing the molecular mass of the polymer, it is possible to obtain materials with reproducible and controlled parameters of biodegradation that occurs over a few weeks to several months [4, 85, 86]. Lactide is more hydrophobic than polyglycolic acid, and by increasing its content in the polymer one can slow down the pace of degradation. Over the past 30 years, a number of 3D porous scaffolds based on this polymer have been developed.

Despite the relatively good biocompatibility, polylactide-co-glycolide-based materials have poor osteoconductive properties due to their hydrophobicity, which prevents cell adhesion and proliferation [78]. Polylactide-co-glycolide enhances the inflammatory response due to the release of acidic degradation products that can prevent cell colonization [4, 78]. Nevertheless, degradation products of this polymer are identical to natural metabolites and have no cytotoxic effect [4]. In addition, polylactide-co-glycolide grafts have suboptimal mechanical properties, which complicate using these materials if the graft is intended to get used for mechanical support. In order to improve the osteoconduction, this material is often used in combination with other biopolymers — collagen, gelatin, or chitosan; also polycaprolactone is added to improve its mechanical properties [84, 87]. Ceramics and bioactive glass are also used for this purpose, besides, biologically active coatings are being developed [84].

Hefty majority of the synthetic materials do not have all the properties required for effective replacement of bone tissue [4, 5, 78, 79, 84, 88]. Their improvement is possible through the development of composite materials. It is known that materials based on calcium phosphate and collagen or calcium phosphate and polylactide-co-glycolide have better mechanical properties and more evident osteoconductivity. In addition, the porosity, pore sizes, and their interconnection, the rate of graft degradation and its hydrophilicity also play important roles [84, 89]. The hydrophobicity makes it difficult for cells to form colonies in the graft; it interferes with the growing blood vessels and the newly formed bone tissue. In spine surgery, the supporting function of the graft is important. The resistance of a human cortical bone varies within 90–230 MPa, while the resistance of spongy bone to compression loads varies from 2 to 90 MPa [89]. As the mechanical strength is insufficient, there is no effective load distribution between the graft and the stabilizing metal implants. Lack of mechanical support may cause an implant failure. On the other hand, an excessive hardness of the fixation device can slow down fusion and cause bone resorption around the graft [90]. The presence of pores provides the necessary osteoconduction and bioresorbability of artificial materials used for bone grafting. In an experiment with calcium phosphate materials, it was shown that macro-pores with a size of 100–300 μm were the best fit for the growth of bone grafts [5, 89–92]. If the pores are smaller (less than 75 μm), those materials often intergrew with non-mineralized bone tissue or even fibrous bone tissue [89]. Notably, such correlations were not found in an experiment on porous titanium implants [93]; it is, therefore, possible that the optimal pore size is specific for each material and there is no universal optimal value. Materials with interconnected pores have the best properties; such pores favor bone tissue ingrowth [94]. On the other hand, materials with unconnected pores retain osteogenic cells for a longer time and thus facilitate active filling with newly formed bone tissue [89]. The pores contribute to the growth of bone tissue into the graft, but the porous structure of the material weakens its mechanical strength. To develop an effective material, a rational balance between porosity and mechanical strength is required [89].

When manufacturing the synthetic materials for bone grafting, it is important to produce materials with standardized characteristics (porosity, mechanical strength, period of degradation) [4, 5, 95]. In this respect, it is now thought that the standard porosity, standard composition, structure, and mechanical strength can only be achieved using 3D printing. Other previously used methods, such as sponge formation or material foaming are significantly less efficient [95]. Currently, the methods of stereolithography, fusion, selective laser baking and 3D printing are used to produce the bone-substituting materials with individual characteristics [96–99]. Composite materials based on polymers, bioactive glass, tricalcium phosphate, and collagen have been created and introduced into practice [4]. With all the advantages of composite materials obtained with the additive technologies, the problem of graft vascularization remains unsolved, and therefore it is now proposed to combine these materials with either growth factors or cellular technology products.

Cell technologies

At the present time, it is obvious that the way to improve osteoinduction and osteogenesis in bone-substituting materials goes via cell technologies. A key role in the regeneration of bone tissue is assigned to stem cells — a heterogeneous population of cells found in the blood, adipose tissue, umbilical cord blood, and bone marrow [100]. Stem cells migrate to the area of inflammation in response to secreted chemokines, and there participate in the regeneration process [101, 102]. When applied stem cells modulate the immune response so to decrease the secretion of IL-1-β, IL-6, and TNF-α; stem cells do not affect the synthesis of IL-10 or IL-13 [103]. These cells inhibit the immune response (by suppressing the dendritic cells) and the function of natural killer cells so to ultimately reduce the immune response to the implant [104, 105]. It has been shown that, under hypoxic conditions or in the presence of pro-inflammatory factors in the area of injury, stem cell produce epithelial growth factor (EGF), fibroblast growth factor (FGF), and insulin-like growth factor (IGF), which slow down the cell apoptosis and stimulate neoangiogenesis [106]. The use of stem cells at the site of a fracture simulated in laboratory animals favored the bone callus formation due to increased osteogenesis and chondrogenesis [103]. Stem cells stimulate intramembranous osteogenesis, and also the TGF-β-induced enchondral ossification of the newly formed bone tissue [102]. Allogeneic stem cells facilitate spinal fusion without causing side effects [107, 108]. Hydroxyapatite and tricalcium phosphate grafts in combination with stem cells have been successfully used in the reconstruction of critical craniofacial defects of the long tubular bone in animals [108–120]. In the majority of countries, cell technologies have not been approved yet for clinical use, and therefore, there are only few reports on successful replacement of bone defect with stem cells in humans [108, 121, 122].

Despite the encouraging results, the question of efficacy and safety of stem cell techniques remains, and so remains uncertainty about possible immune responses to allogeneic stem cells [102]. There is evidence that stem cell proliferation may become uncontrollable, and mesenchymal stem cells may become tumorogenic [123]. There are reports on sarcoma formation in the implant-receiving bed, presumably due to the suppression of antitumor immunity [124]. In this regard, studies on the stem cell differentiation into osteogenic or chondrogenic tissues are highly important [96].

Growth factors

To improve osteoinduction in bone-replacing materials, growth factors have been tested; however, the obtained results are not uniform. In regard to the bone grafting, the following growth factors were studied: bone morphogenetic protein 2 (BMP-2), BMP-7, fibroblast growth factor (FGF), platelet-derived growth factor (PDGF), transforming growth factor beta 3 (TGF-β3), vascular endothelial growth factor (VEGF), and insulin-like growth factor (IGF) [16].

The bone morphogenetic proteins are multifunctional growth factors, which have a significant effect on the growth, differentiation and apoptosis of various cell types, including osteoblasts, epithelial cells, nerve cells, and chondroblasts [125, 126]. Also, these proteins accelerate the differentiation of multipotent mesenchymal stromal cells into osteoblasts and chondroblasts, increase the osteocalcin synthesis, accelerate the collagen synthesis, increase the alkaline phosphatase activity, stimulate the synthesis and subsequent mineralization of extracellular matrix [127]. At present, 20 BMP types have been discovered, but only BMP-2, -4, -6, -7 have significant osteoinductive properties [128, 129]. In the presence of BMP-2 and BMP-7, osteogenesis is increased by 1.2–21.0 and 1.1–95.0 times, respectively; yet the optimal concentrations of these growth factors are unknown: the range of doses used in these experiments varied from 5 to 100 µg for BMP-2 and from 100 µg to 3.5 mg for BMP-7 [16]. It has been found that the action of BMP-2 and BMP-7 is synergistic; upon their combination, osteogenesis is 1.5 times higher than the individual effects of these factors. With the simultaneous use of VEGF and BMP-2, bone tissue regeneration improves, since the first factor stimulates neoangiogenesis, and the second — osteogenic cell differentiation [16]. To date, various materials have been tested as BMP carriers, for example, demineralized bone matrix, collagen sponges, chitosan, gelatin, and hydroxyapatite. The carriers provide not only the delivery of BMP to the site of its action but also the preservation of osteoinducers in this site for a long period of time necessary for the formation of a new bone [62, 129, 130]. When planning a treatment using BMP, the recipient’s age should be considered, since it directly affects the biological activity of growth factors. The osteoinductive ability of BMP is reduced at least 2 times in elderly patients, therefore, higher doses are required to cause a noticeable stimulating effect on bone formation [131, 132].

In clinical studies on spinal fusion in the lumbar and cervical spine, the efficacy of recombinant human BMP-2 was superior to that of autografts [133–136]. Nevertheless, the 11% rate of complications was reported, the occurrence of malignant tumors was 3.4%; in addition to that, immune reactions to BMP-2, cases of renal failure and supraventricular arrhythmias were also observed [137–139]. At present, BMP-2 is recommended for use in spinal surgery to accelerate the formation of the bone block. The clinical evidence for BMP-7 application is inconclusive [140].

Another growth factor — FGF-2 — also aroused some interest due to its potential to stimulate the regeneration of bone tissue. In experiments, his effective dose ranged from 0.01 to 200 μg and increased the osteogenesis 1.1–16.4 times in a dose-dependent mode [16]. The putative mechanism of action of FGF-2 is neoangiogenesis and ossification, however, some authors believe that this fibroblast growth factor has a greater effect on chondrogenesis than on osteogenesis [16, 140, 141]. The effect of FGF-2 on osteogenesis is greater than that of FGF-1, but with a constant presence of the factor in the area of osteogenesis, its efficacy decreases. When BMP-2 and FGF-2 are combined, the efficacy of BMP-2 goes down: the fibroblast growth factor inhibits osteogenesis [16].

It is assumed that PDGF can promote regeneration of the bone tissue as a mitogen. It can act as a chemoattractant for stem cells and also stimulate the secretion of growth factors by macrophages [142–144]. PDGF enhances bone regeneration 1.4–2.4 times in the area of an experimental bone defect; the doses used in this case were 0.01–80.0 μg [16]. At high doses of PDGF, the bone density in some areas of osteogenesis decreased; also in some cases, no fusion of fractured bones occurred when PDGF and VEGF were combined [16]. With a combination of PDGF and BMP-2, the latter enhanced osteogenesis, presumably this factor is necessary for enchondral ossification [16]. Nevertheless, other data did not confirm the significant effect of PDGF on bone tissue regeneration [145].

TGF-β is one of the most important factors of osteogenesis, but its role is ambiguous. As a rule, its action facilitates the formation of cartilage followed by ossification. The effect of TGF-β3 alone intensifies osteogenesis by 1.75–3.0 times. Sometimes, the cartilage formation occurs with no increase in bone mass. In the combined use with BMP-2 or stem cells, the efficacy of TGF-β increased significantly: these combinations stimulated osteogenesis up to 5 times [16]. It has been shown that TGF-β1 enhances the synthesis of mRNA markers in osteoblasts and those of alkaline phosphatase in mouse stem cells, but inhibits the expression of osteocalcin [146, 147]. Its effects depend both on cell density and on the stage of differentiation; the effect is dose-dependent and has a two-phase mode [148–151]. A single exposure to TGF-β1 at a dose of 1 ng/ml triggers the osteoblast differentiation, and a second exposure inhibits the differentiation [152, 153]. The inhibition during the second exposure is mainly due to a decrease in the synthesis of IGF-1 [153]. By adding 200 ng/ml of exogenous IGF-1, the synthesis of alkaline phosphatase in osteoblasts is restored, thus eliminating the suppression caused by TGF-β1 [153].

A significant factor of osteoblast differentiation, as well as of bone growth, is IGF-1. It is produced by osteocytes and mature osteoblasts, then deposited in the bone and released as it is resorbed. This cytokine does not cause osteogenic differentiation of stem cells but enhances the function of mature osteoblasts [153, 154]. IGF-1 is associated with the mechanic transduction in bone tissue [154]: thus, its synthesis goes up as an early response of bone tissue to the mechanical load. Hypersecretion of IGF-1 in transgenic mice leads to increased osteogenesis in response to mechanical stress [155–157]. In the absence of physical load, the addition of IGF-1 does not lead to increased osteogenesis [158, 159]. Damage to the IGF-1 gene in osteoblasts significantly reduces osteogenesis in response to mechanical stress [159]. The significance of this cytokine for bone grafting has been studied in animal experiments; IGF-1, together with PDGF, had a favorable effect on implant integration [160].

There are quite a few papers on using the VEGF cytokines for improving bone regeneration. In bone damage, necrosis and hypoxia are the major pathogenetic factors. VEGF is necessary for the formation of a normal vascular network in areas of tissue damage [161]. With the insertion of VEGF-containing implants in the bone defect, both vascularization and bone mass increased by 1.6–2.0 times [161]. On the other hand, there are reports that only angiogenesis but not bone mass is stimulated [16]. The likely cause of such a discrepancy is the kinetics of VEGF release from the carrier. Slow and prolonged release of VEGF is preferable; otherwise the formation of capillaries outside the vascular bed or the development of angioma during hyper-stimulation is possible [162].

The homologue of VEGF — placental growth factor (PlGF) — is also considered the factor of bone tissue regeneration. There is evidence of its role in four key bone repair processes. First of all, PlGF is necessary for the effective initiation of the inflammatory process and angiogenesis in response to bone damage. Secondly, it enhances the proliferation and differentiation of mesenchymal progenitor cells. Third, it stimulates the formation of cartilage indirectly via the matrix metalloproteinases. Fourth, PlGF is required for optimal remodeling of a newly formed bone [163]. PlGF is also known as an autocrine regulatory factor for stem cells. When secreted at low concentrations (20 ng/ml), PlGF stimulates the osteogenic differentiation; at higher concentrations (50 ng/ml), it induces osteoclastogenesis and angiogenesis. Those are the prerequisites for bone remodeling and repair [164]. In vitro studies demonstrated the development of chemotaxis in mesenchymal progenitor cells in response to PlGF [163, 164]. Also, PlGF has been found to significantly enhance the osteoinductive effect of BMP-2 [165].

Perspectives of bone substitute material developments

Due to the high incidence of traumatic injuries and the prevalence of degenerative and inflammatory musculoskeletal diseases, the importance of bone grafting continues to grow. The above diseases often lead to temporary or permanent disability and negative socio-economic consequences [1, 2, 3, 55]. When replacing a bone defect, autoplasty remains the gold standard of treatment thanks to its optimal osteogenicity, osteoinduction, and osteoconduction, resulting in the best possible osteointegration [5]. With all these advantages, bone autoplasty has its limitations, primarily related to the traumatic procedure of tissue harvesting and the inability to obtain sufficient amount of material to replace large bone defects [51, 166]. Allografts and xenografts cannot compete with autografts in terms of osteointegration, as they actually represent just bone-like matrices but contain neither growth factors nor living cells [5, 88]. In addition, using allogeneic and autogenic bones is associated with the risks of transmitting a dangerous infection or an antigen that can provoke an immunogenic graft rejection [51, 88].

These factors motivate the search for new solutions. By now, a large number of synthetic and biological materials have been proposed [5]. It is commonly accepted that the ideal material should have sufficient mechanical strength, hydrophilicity, and biological compatibility; besides, osteoinduction and osteogenicity are also important. In fact, none of the existing materials has the optimal combination of these qualities. Therefore, the development of composite grafts capable of combining the best qualities of several materials is considered the way forward [5, 167]. Another problem faced by the manufacturers is the medical need of implants with reproducible and standardized characteristics, such as the rate of biological degradation and the mechanical strength [167]. In addition, it is important to define the standard pore sizes that would enable the ingrowth of blood vessel and newly formed bone tissues [89]. Such materials are expected to be created with the help of additive technologies; and the successful examples of such experiments have been recently reported [4, 5].

The physical properties, biodegradability and structure similarity of the existing materials are still insufficient for effective osseointegration. To improve their osteogenicity, cellular technologies based on stem cells have been introduced. According to the obtained results, this line of research is highly promising [1, 5, 106, 168]. For example, even a crude aspirate of autologous bone marrow enhanced the osteogenicity of the grafts and accelerated the bone formation [47]. Promising results have been obtained with spinal fusion models and experiments on the replacement of bone defects in the cranial vault and long tubular bones. On the other hand, if autologous cells are planned to be used, then additional surgery is required to collect adipose tissue or bone marrow, which may limit this approach. Allogeneic stem cells have been found to be effective in bone tissue regeneration, but the immune response to these cells is the subject of study [102]. The risks of using the stem cell technologies — especially, their tumorigenicity — are widely discussed in the literature [123, 124]. An additional factor limiting the use of stem cells is the lack of regulations and a legal framework for their use.

In order to enhance the quality of osteoinduction, cytokines and growth factors have been tested. However, the published data failed to provide consistent evidence on that matter because the reported studies were designed and performed so differently that the results could be hardly compared [16]. It has been found that growth factors and cytokines are involved in multiple processes and their biological activities depend on the dose, the microenvironment and the stage of osteogenesis. A striking example of that notion can be seen from the effects on TGF-β and PLGF on osteogenesis [152, 153, 164]. The use of BMP-2 for bone tissue regeneration has been studied better, but there is no unequivocal evidence for its safety. The existing contradictions in the results indicate that we are just beginning the way to tissue technologies.

Conclusion

It is becoming commonly accepted that only a combination of the additive technologies, their composite biodegradable products, and the cellular and tissue technologies can result in the biologically relevant osteoinduction, osteoconduction, osteogenicity, and supportability. Despite the abundance of research and approaches, the tissue-engineered structures that optimally fit the medical requirements are yet to be found. Nevertheless, the knowledge accumulated in this area suggests that such developments are the most promising ways to reach the ultimate goal — obtaining a graft with tissue regeneration similar to the native bone.

Research funding. The study was supported by the grant “Hybrid organic materials for the synthesis of personalized bone-substituting implants using additive technologies” (project No. 18-13-00434) awarded by the Russian Scientific Foundation.

Conflict of interest. The authors declare no conflicts of interest to be reported.


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