Martin A. Vidal, BVSc, MS, MRCVS
Resident, Equine Surgery
Rustin M. Moore DVM, PhD, DACVS
Professor, Equine Surgery
Director, Equine Health Studies Program
Equine Health Studies Program
Department of Veterinary Clinical Sciences School of Veterinary Medicine
Louisiana State University
Baton Rouge, LA 70803
(225)-578-9500
www.equine.vetmed.LSU.edu
INTRODUCTION
Tendon and ligament injuries are painful and debilitating diseases affecting horses in all aspects of the competitive equestrian industry, and are one of the most important orthopedic injuries related to the loss of horses from their intended use. The superficial digital flexor tendon (SDFT) is usually the most commonly affected tendon and the incidence of injuries has been reported as high as 43% in racing Thoroughbreds. Depending on the breed and the activity of the horse, however, other tendons (deep digital flexor tendon, DDFT) and ligaments (suspensory ligament, SL, and its branches, inferior check ligament, ICL), below the knee or the hock and the various sesamoidean ligaments (SesL) below the fetlock may also be affected.
Tendon and ligament injuries are usually strain-induced and tend to occur within the middle (core) portion of the tendon/ligament. The exceptions are traumatic injuries occurring as a result of an external insult often associated with skin trauma and age-related tendon or ligament degeneration usually evident in older horses with a characteristic dropped fetlock appearance. Common predisposing factors to exercise-induced tendon/ligament injuries are fatigue, abnormalities of conformation and foot balance as well as poor surface conditions. A major dilemma regarding tendon and ligament injuries is that they unfortunately heal slowly and often inadequately, and the tissue remodeling that occurs during the chronic reparative phase tends to result in scar tissue formation. The characteristic appearance of such scarred tendons is commonly referred to as a ‘bowed tendon’ (Figure 1).
The prognosis for return to racing in Thoroughbreds with SDFT injuries is guarded (20 to 60%) since the repair tissue cannot withstand the same rigor of exercise as normal tendon and therefore reinjury has been reported for up to 80% of these horses. Perhaps the two most important factors determining the prognosis for return to competitive athletic function and recurrence of reinjury are the severity of the initial injury and the nature of the exercise program during the rehabilitation period. Equine veterinarians have long struggled with these frustrating injuries and the multitude of treatment modalities commonly employed by clinicians suggests that few if any of these standard treatments have been very effective in reliably facilitating healing, promoting return to athletic soundness and preventing re-injury.
ANATOMY
The microstructure of tendons is arranged such that the primary collagen fibers (predominantly Type I), the principal structural component of tendons and ligaments, are arranged in bundles surrounded by a thin layer of richly vascular (blood supply) and elastic connective tissue, which provides nutrient supply to the tendons and allows them to glide freely beneath the skin. The SDFT and DDFT are extensions of their respective muscle bellies, which are located above the knee and hock, and they course along the back of the cannon bone and insert onto the phalangeal bones in the pastern and the foot. These tendons, their accessory ligaments such as the ICL and SCL and the adjacent SL and SesLs in the lower limb serve as a shock absorption apparatus allowing the horse to accelerate and decelerate its tremendous body mass.
The microstructure of tendons and ligaments is uniquely adapted to handle the type and degree of load (force) experienced by an exercising horse. Collagen (type I) is a molecule with an elastic property partly related to its crimped, parallel and longitudinal fiber arrangement within the tendon, lending the tendon its ability to absorb shock during the horse’s stride. Biomechanically, tendons/ligaments like other materials, when exposed to mechanical forces will experience a stress-strain relationship due to the muscular forces, which stretch and thereby deform the tendon during movement. Provided the relationship between the stress within the tendon due to the muscular forces pulling on the tendon and the resultant strain measured as deformation are mathematically linear, the tendon remains within an elastic phase during which the integrity of the tendinous ultrastructure remains intact upon relaxation of the muscles. If the deformation is continued beyond the yield point, which separates the elastic phase from the plastic phase, it results in damage or failure of the collagen fibrils, causing an inflammatory response leading to the condition know as tendinitis or desmitis. The SDFT strain measured in galloping horses is very close to that of SDFT failure, which signifies the small margin between normal peak deformation and failure. This indicates how close the SDFT is to mechanical failure during routine galloping, and how factors such as foot balance, shoeing and track surface would influence the stress/strain relationship and contribute to development of tendinitis.
TENDON HEALING AND THE EFFECT OF AGE AND EXERCISE
The unique function of tendons to carry loads and maintain their tensile forces while avoiding oxygen depletion and subsequent cell death is due to their low metabolic rate and their ability to efficiently generate energy. However, the low metabolic rate is also responsible for the relatively slower healing capacity of tendons and ligaments compared with other tissues. Tendon healing occurs in three phases: (1) the acute inflammatory phase, (2) the subacute reparative phase, and (3) the chronic remodeling phase. The inflammatory phase lasts 1 to 2 weeks and is characterized by inflammation, hemorrhage, and the release of inflammatory mediators which may further damage the surrounding uninjured tissues. The reparative phase begins a few days after the injury and peaks at approximately 3 weeks. During this period, new blood vessels are formed and cells such as stem cells involved in tissue repair are recruited and accumulate at the site of injury. The initial repair collagen (type 3) is deposited in a random orientation and establishes a cross-linking network to lend strength to the repair tissue. Finally, during the remodeling phase the collagen cross-linking undergoes re-organization and maturation and the repair collagen (type 3) is transformed into more linear, stronger and elastic collagen (type 1). Collagen fibers are gradually aligned along the longitudinal axis and collagen fiber bundles increase in diameter, imparting greater mechanical strength to the healing tendon.
Much of the mechanical strength of a tendon or ligament depends on the maturity of collagen cross-linking, collagen fiber diameter and the crimp morphology of the collagen. All of these characteristics of collagen can be affected by a number of factors, including age, training and injury, and will influence the manner in which tendons ultimately heal. Collagen fiber diameter and crimp morphology of SDFTs and DDFTs collected from Thoroughbreds have been shown to change dramatically within the first two years of life. It is believed that the complicated and synergistic effect of exercise and age on crimp morphology and changes in collagen fiber diameter, both intimately related to the mechanical properties of tendons, are involved in the maturation process of tendon and ligaments in young growing horses. Galloping exercise causes cumulative micro-trauma, resulting in partial to complete rupture of collagen fibrils. This damage has been shown to occur preferentially within the core region of the tendon, because of the relatively greater degeneration and remodeling of collagen fibril diameters and the crimp morphology in the center of the tendon in exercised horses. This phenomenon is believed to explain why most excessive strain injuries typically result in core lesions.
DIAGNOSIS
The initial diagnosis of tendon injuries based on clinical signs of soft tissue swelling, heat, pain on palpation and lameness depends greatly on the degree of tendon injury. Mild injuries, however, are often quite difficult to detect as they are associated with subtle clinical signs, and often go unnoticed until continued exercise strain exacerbates the lesion severity and thus the clinical signs. Although important, lameness examination and palpation alone are often inadequate to assess subtle tendon/ligament injury as well as their healing progress. Ultrasonography is currently the most common, practical and effective diagnostic tool to evaluate and monitor tendon and ligament injuries. Figure 2 shows cross-sectional (2A) and longitudinal (2B) ultrasonographic images of an obvious severe SL lesion in the right front cannon bone area of a Thoroughbred race horse. However, it is often more difficult to assess the presence and quantity of torn tendon fibers during the acute inflammatory stage of the injury due to a combination of hemorrhage and inflammatory fluid accumulation within the lesion, which may obscure the lesion severity. Therefore, frequent ultrasonographic re-evaluations of the injury are crucial to monitor the healing progress after the inflammatory process has subsided, which may take up to several weeks depending on the nature of the initial injury and treatment.
TREATMENT OF TENDINITIS
Acute Inflammatory Phase Therapy
The principal goal after a tendon injury is first to reduce the inflammatory response, which may have deleterious effects on the surrounding healthy collagen fibers and connective tissue due to the inflammatory mediators released from injured cells. Secondly, it is important to promote restoration of tendon structure and function and thereby minimize scar tissue formation, which has known inferior mechanical and elastic properties. Promoting adequate collagen fiber alignment and remodeling, crucial to the functional restoration of the tendon, requires a controlled program of rest and exercise, which is time-consuming, costly, labor-intensive and frustrating for both the horse owner and the veterinarian.
The initial inflammation is most commonly and most effectively treated with nonsteroidal anti-inflammatory drugs (NSAIDS) such as phenylbutazone (Butazolidin®), flunixin meglumine (Banamine®) and/or ketoprofen (Ketofen®). A new and recently FDA-approved product called Surpass™ (1% diclofenac sodium) is believed to have reduced systemic side effects because of the relatively low dose used its local action at or near the site of its topical application. The effectiveness of this preparation for acute inflammation associated with tendinitis/desmitis is unknown. Local and systemic corticosteroids are also frequently used to reduce inflammation, edema and adhesion formation. However, it has been shown that corticosteroids can be detrimental to tendon healing, and especially corticosteroids injected into the tendon have been shown to cause collagen fiber destruction, cell death and tendon calcification, resulting in prolonged reduction of tensile strength. Topical anti-inflammatory products such as dimethyl sulfoxide (DMSO) are frequently used for their ability to penetrate cell membranes and scavenge free radicals released from injured cells, which may also damage surrounding non-injured tissues. However, topical DMSO has been shown to affect healing properties and may therefore not be suitable for long-term use. Tendons are routinely bandaged during the acute injury stage to minimize swelling and edema due to fluid emanating from the inflamed and injured tissues. Cold water (hydrotherapy) and ice (cryotherapy) are also commonly used to reduce swelling and inflammation by causing local vascular constriction (thereby reducing the concentration of inflammatory mediators) as well as decreasing the cellular metabolic demand and nerve conduction velocity, which reduces pain perception.
Reparative and Chronic Remodeling Phase Therapies
A number of other therapies have been commonly used to medically treat tendon/ligament injuries medically during the reparative phase of healing. Initial ultrasonographic studies demonstrated that intralesional injections of beta-aminoproprionitrile fumarate (BAPTEN®) appeared to encourage more linear collagen fiber arrangement during the early period of the repair phase. However, the perception of an improved prognosis for return to racing was refuted by a study which later showed that one of the side effects of BAPTEN® was significant suppression of collagen production, and therefore it was concluded that BAPTEN® actually suppressed tendon healing at a cellular level. BAPTEN® is no longer manufactured.
Sodium hyluronan has been shown to affect proliferation, migration, and differentiation of precursor cells into tendon cells (tenocytes) and to stimulate vascular (blood vessel) ingrowth. However, despite some evidence of improved repair tissue formation and ultrasonographic appearance, scientific data regarding the response of injured tendons to sodium hyaluronate as well as to polysulfated glycosaminoglycans (PSGAGs) formulations has been conflicting, indicating the need for more research into these therapeutic options.
Anecdotal reports have suggested the use of heparin for treatment of tendinitis but studies have never demonstrated any beneficial effects of heparin. Additionally, some have suggested deleterious effects of intralesional heparin administration.
Alternative Therapies
Counter irritation methods, such as pin firing and blistering, have been commonly used as treatments for tendinitis. However, it is known whether these methods cause severe inflammation and fibrosis, which could be counterproductive to tendon healing, cause further damage and invariably prolong tendon healing. It has been suggested that additional scar tissue would provide greater strength due to an increased tendon cross-sectional area; however, this would occur only to the detriment of its elastic properties. Therefore, the prognosis for return to racing, compared with other forms of therapy, is doubtful.
Therapeutic (low-power) lasers have been used in several species including humans and horses for various soft tissue and skeletal disorders. However, there are no reports that prove its efficacy in horses and one human clinical study involving soldiers with Achilles tendinitis demonstrated no significant effect of this treatment. Similarly, there is a lack of evidence for any effect of electrical currents used in electromagnetic therapy or therapeutic ultrasound, which is commonly applied in humans to improve healing of soft tissue injuries and scar tissue reduction. Extracorporeal shock wave therapy (ESWT) (Figure 3) has shown promise in the treatment of equine tendon and ligament injuries, especially those involving the origin and insertion of the suspensory ligament at the bone-ligament junction. The perception and scientific evidence for this treatment modality has so far been promising as some investigators have reported a 21 to 30% increase in the number of horses with suspensory desmitis that were able to return to their previous level of work after application of ESWT, compared with other therapeutic modalities. However, controlled long-term studies are still needed to assess the efficacy of ESWT on structures such as the flexor tendons.
Surgical Treatment
The technique of superior check ligament desmotomy (SCD) involves the transsection of a short accessory ligament (also called the superior check ligament, SCL) between the SDFT and the bone (radius) in the area just above the knee. This is believed to enhance the elasticity of the musculo-tendinous unit of the SDFT and its muscle belly in the upper limb. Variable success rates (40% to 82%) of horses returning to racing, and recurrence rates (13% and 33%) have been reported. Although still commonly used, the effectiveness of this technique has been debated more recently because it has been suggested that horses undergoing a SCD were more likely to suffer from recurrent or new injuries, especially involving the suspensory ligament. It has been suggested that this could possibly be attributable to overextension of the fetlock after the superior check ligament has been transected.
The theory behind surgically splitting tendons is to reduce core lesion size by evacuating the contents (blood, edema, inflammatory cells), releasing inflammatory mediators from the injury site and to encourage ingrowth of new blood vessels. Ultrasonographic and histological studies have reported favorable results. However, its merit is believed to be limited to the acute tendinitis stages and could in fact be detrimental in more chronic tendon injuries.
Injuries and thickening of the SDFT within the fetlock region may result in increased friction along the annular ligament, which is a broad structure encircling the back of the fetlock, which helps to contain the flexor tendons (SDFT and DDFT) in that area. The resultant inflammatory-mediated swelling of the annular ligament can contribute to or exacerbate the lameness. Transsection of this ligament is often indicated in horses with “low bows” in order to restore the gliding function of the tendon over the back of the fetlock.
TISSUE ENGINEERING AND THE FUTURE
During the mid 1990s, veterinarians began to inject core lesions of flexor tendons and suspensory ligaments with aspirates of the horse’s own (autologous) sternal bone marrow (Figure 4). The presumption is that stem cells and growth factors in the marrow will promote or facilitate tendon healing. Although no controlled studies have yet been published to provide scientific evidence for the effectiveness of this therapy, an initial report described an 86% success rate for return to intended function after this technique. Such data and anecdotal success stories have stimulated a plethora of research and the emergence of stem cell therapy companies such as Vet-Stem™ and VetCell BioScience Limited both in the private and academic sectors. The concept of tissue engineering using bone marrow- or fat-derived stem cells is based on research which has shown that these cells augment tendon repair as evident by the significant improvement of structural, geometrical, and most importantly, biomechanical tendon properties.
Tissue engineering is the development of biological substitutes to restore, maintain or improve tissue or organ function. In broad terms, this approach involves isolating cells from the body, placing them on or within structural matrices, providing growth factors and implanting the new system inside the body. Stem cells are precursor cells which are found in bone marrow, fat, and skin as well as around blood vessels. These cells have widely been recognized for their potential to promote healing and replace injured or diseased tissues due to their ability to differentiate into many different tissues such as bone, cartilage, tendon, muscle, fat and nerve. Hence, a number of companies and academic institutions have begun to use stem cells harvested either from bone marrow (VetCell BioScience Limited, UK) or fat (VetStem, Inc., USA) for therapy of equine tendinitis/desmitis. Stem cells, however, may also require suitable scaffolding for implantation. A commercially available biodegradable animal (pig urinary bladder submucosa) product (ACell™) has been used for injection into tendon/ligament injuries with the intention to provide a suitable matrix for the body’s own stem cells to migrate and establish themselves within the injured tissue. This technique, which involves reconstituting the powdered material and injecting into the site of tendon/ligament injury, has so far shown some reasonable anecdotal success, but this also requires further controlled research to validate its application in equine tendinitis.
More recently, new molecular approaches to the therapy of injured tissues have emerged. Results of early reports have been promising demonstrating growth factors such as insulin-like growth factor-I (IGF-I) can be placed either directly (growth factor therapy) or indirectly into an injured tissue by injecting cells with the genetic information coding for these growth factors (gene transfer). The transfer of genes into the healing tendon environment can thereby be manipulated for extended periods of time. More research, however, is still required before these techniques will gain FDA (Food and Drug Administration) approval for the use in human and veterinary medicine.
In most circumstances, a combination of the above therapeutic options is used by the clinician to treat tendinitis. However, the ability of tendons to heal adequately depends to a large extent on a controlled exercise program, designed to stimulate the remodeling of the tendon ultrastructure without re-injuring the tendon. Thus, a gradual, controlled increase in exercise duration and intensity over the course of 6 to 9 months or more is required. During this period, diligent hoof care and balance avoiding toe overgrowth are important to minimize unnecessary leverage and increased strain on the affected tendon(s)/ligament(s).
CONCLUSION
Despite considerable information regarding the anatomy and physiological maturation and aging process of equine tendons, the pathophysiology of tendinitis/desmitis in athletic horses remains elusive and the most effective and appropriate treatment of these conditions still require further research. Many of the current treatment techniques employed by the equine veterinarian are still based on personal preference and may vary widely in their success rate. The multitude of treatment options indicate that no single treatment has yet stood the test of time and research, which suggests that they are not particularly efficacious. The use of recombinant growth hormones and stem cells in equine tendinitis are still in their infancy, but appear to show considerable potential for successful treatment, judging by early anecdotal success and the success of tissue engineering in basic and applied research in other species and tissues. For more information on some of these newer techniques, including extracorporeal shockwave therapy, bone marrow transfer and stem cell therapy, or to discuss whether these might be appropriate for your horses with tendinitis/desmitis, please contact the authors by telephone (225)-578-9500 or e-mail (equine@vetmed.LSU.edu). You can also visit the LSU Equine Health Studies Program website (www.equine.vetmed.LSU.edu) for more information.