Gonarthrosis [knee osteoarthritis].

Contents

Introduction and scope

Gonarthrosis is osteoarthritis of the knee: progressive loss of articular cartilage with subchondral sclerosis, cyst formation and osteophytes. It ranks among the commonest causes of pain and disability in the older adult. The examiner expects the compartmental concept (medial, lateral and patellofemoral, with medial-compartment disease and varus being the commonest pattern), the central role of limb alignment in driving and treating it, the radiographic staging (Kellgren-Lawrence and Ahlbäck) read on the right weight-bearing views, the evidence-based conservative programme, and the surgical ladder that runs from osteotomy (the realignment operation for the young, active, malaligned knee) through unicompartmental and patellofemoral arthroplasty to total knee arthroplasty (TKA), with its design choices and complications.

Two ideas run through the topic. First, alignment is destiny: a varus knee overloads the medial compartment and a valgus knee the lateral, so the whole of joint-preserving surgery is about moving the weight-bearing line off the worn compartment. Second, the operation must match the patient. Arthroscopic débridement does almost nothing for established osteoarthritis, osteotomy buys time for the young and active, unicompartmental replacement suits isolated disease, and total replacement is the durable answer for the older tricompartmental knee. Each fails in a characteristic way if mis-applied.

Knee joint anatomy (parasagittal section). The femoral, tibial and patellar articular surfaces (cartilage in blue) whose progressive loss defines gonarthrosis. Servier Medical Art (Laboratoires Servier), CC BY-SA 3.0, via Wikimedia Commons.

Knee joint anatomy (parasagittal section). The femoral, tibial and patellar articular surfaces (cartilage in blue) whose progressive loss defines gonarthrosis. Servier Medical Art (Laboratoires Servier), CC BY-SA 3.0, via Wikimedia Commons.

Knee joint anatomy (parasagittal section). The femoral, tibial and patellar articular surfaces (cartilage in blue) whose progressive loss defines gonarthrosis. Servier Medical Art (Laboratoires Servier), CC BY-SA 3.0, via Wikimedia Commons.

Part I - Definition, the compartmental concept and natural history

Osteoarthritis is the progressive failure of the joint, with loss of articular cartilage and the development of subchondral sclerosis, subchondral cysts, osteophytes and deformity.[1] One caveat matters: “arthrosis” is not the same as symptomatic “arthritis”. The radiographic changes are common in asymptomatic people, so the diagnosis requires the clinical picture and the radiograph to agree.[2]

The knee is described as three compartments (medial tibiofemoral, lateral tibiofemoral, and patellofemoral), each graded separately.[3] Medial-compartment osteoarthritis is the commonest pattern and is associated with varus deformity, because the medial compartment normally carries the greater share of load; genu valgum and isolated lateral disease are considerably rarer.[4]

The natural history is not one of relentless progression. In surveys of the elderly the prevalence and severity of knee osteoarthritis stay broadly constant across the seventh, eighth and ninth decades, and joint space occasionally even improves.[5] Established medial gonarthrosis, however, carries a genuinely poor prognosis: long-term follow-up shows that more than half of such knees deteriorate, worse in younger patients and when there is axial deviation or instability.[6]

Part II - Aetiology: primary and secondary gonarthrosis

Osteoarthritis is divided into primary (idiopathic) and secondary disease, though much of what is called “primary” reflects subtle predisposing factors. The secondary causes the examiner expects are:

The general risk factors are age, obesity (weight loss reduces the incidence of symptomatic knee osteoarthritis), female sex, heavy occupational loading, prior injury and genetic predisposition.[13]

Medial-compartment gonarthrosis. Weight-bearing AP radiograph of the knee showing medial joint-space narrowing - the commonest pattern, associated with varus. Ptrump16, CC BY-SA 4.0, via Wikimedia Commons.

Medial-compartment gonarthrosis. Weight-bearing AP radiograph of the knee showing medial joint-space narrowing - the commonest pattern, associated with varus. Ptrump16, CC BY-SA 4.0, via Wikimedia Commons.

Medial-compartment gonarthrosis. Weight-bearing AP radiograph of the knee showing medial joint-space narrowing - the commonest pattern, associated with varus. Ptrump16, CC BY-SA 4.0, via Wikimedia Commons.

Part III - Pathology, biomechanics and the role of alignment

Cartilage is avascular, alymphatic and aneural, with limited healing capacity; full-thickness defects that reach subchondral bone heal only with inferior fibrocartilage.[14] In osteoarthritis early matrix synthesis is elevated and later reduced; aggrecan content falls, collagen is proteolytically cleaved, and degradation is driven by matrix metalloproteinases under the control of IL-1 and TNF-α.[15] Because cartilage is aneural, the pain arises elsewhere: from subchondral microfracture and remodelling, periosteal irritation, ligamentous stress, venous congestion and, when present, synovitis (which is far milder than in rheumatoid disease).[16]

The menisci are central to load transmission, carrying at least 50-70% of the load in extension and up to 85% at 90° of flexion; total medial meniscectomy reduces the femoral contact area by 50-70% and doubles the contact stress, which is why “meniscectomy is not wholly innocuous.”[17]

Alignment governs how load is distributed. The mechanical axis runs from the centre of the femoral head to the centre of the ankle and normally lies about 1.2° varus, while the anatomic (femorotibial) axis averages about 5-7° valgus.[18] Varus malalignment shifts the load onto the medial compartment and, with cartilage and bone loss, stretches the lateral structures, increasing varus further. The dynamic counterpart is the adduction moment during gait, and a low pre-operative adduction moment predicts a better, longer-lasting osteotomy result. A frank varus thrust throws the whole reaction force onto the medial compartment and accelerates degeneration.[19]

Part IV - Clinical features and examination

The typical history is of activity-related pain localised to the affected compartment (medial in the common varus knee), with stiffness, effusion, crepitus and progressive loss of motion.[20] Patellofemoral disease gives anterior knee pain and crepitus that is worse on stairs and hills, on rising from a chair and on prolonged sitting, with much less pain on level ground.[21]

On examination the gait is assessed for angular deformity, a limp, a fixed flexion deformity and, importantly, a varus thrust, which signals more advanced disease.[22] Range of motion, fixed deformity, effusion and ligamentous stability are recorded; medial laxity in a varus arthritic knee is usually secondary to medial bone loss rather than a primary ligament problem.[23] The differential diagnosis is wide and includes pes anserine bursitis, meniscal pathology, the inflammatory and crystal arthropathies, spontaneous osteonecrosis, referred pain from the hip or spine, and vascular claudication.[24]

Tricompartmental knee osteoarthritis. AP radiograph of the left knee: marginal osteophytes, joint-space narrowing and subchondral sclerosis. James Heilman, MD, CC BY-SA 3.0, via Wikimedia Commons.

Tricompartmental knee osteoarthritis. AP radiograph of the left knee: marginal osteophytes, joint-space narrowing and subchondral sclerosis. James Heilman, MD, CC BY-SA 3.0, via Wikimedia Commons.

Tricompartmental knee osteoarthritis. AP radiograph of the left knee: marginal osteophytes, joint-space narrowing and subchondral sclerosis. James Heilman, MD, CC BY-SA 3.0, via Wikimedia Commons.

Part V - Imaging, radiographic staging and alignment measurement

The essential radiographs are the weight-bearing AP, a lateral, the skyline / Merchant (axial) patellar view, and, to assess the back of the joint where cartilage is lost first, a standing posteroanterior view in about 30-45° of flexion (the Rosenberg / “Schuss” view).[25] A full-length standing hip-knee-ankle (HKA) alignment film is necessary to measure the mechanical axis, and varus/valgus stress films are used to confirm that the opposite compartment opens up (preserved) before an osteotomy.[26]

The cardinal radiographic features are joint-space narrowing, subchondral sclerosis, subchondral cysts and osteophytes.[27] Two grading systems are quoted:

At arthroscopy the Outerbridge classification grades cartilage (I softening, II fragmentation/fissuring under half an inch [~1.3 cm], III fragmentation/fissuring over half an inch, IV erosion to bone).[30]

Knee osteoarthritis, radiographic grades II and III. Bilateral standing AP radiographs with arrows on the narrowed joint spaces, illustrating progressive severity. Charalampos Gkouvas (Harrygouvas), CC BY-SA 3.0, via Wikimedia Commons.

Knee osteoarthritis, radiographic grades II and III. Bilateral standing AP radiographs with arrows on the narrowed joint spaces, illustrating progressive severity. Charalampos Gkouvas (Harrygouvas), CC BY-SA 3.0, via Wikimedia Commons.

Knee osteoarthritis, radiographic grades II and III. Bilateral standing AP radiographs with arrows on the narrowed joint spaces, illustrating progressive severity. Charalampos Gkouvas (Harrygouvas), CC BY-SA 3.0, via Wikimedia Commons.

For alignment planning the HKA angle (between the femoral and tibial mechanical axes) is normally close to 0°, and the target of a realignment osteotomy is expressed by the weight-bearing line / Fujisawa point, the coordinate at which the line crosses the tibial plateau (0% medial to 100% lateral). For unloading medial-compartment disease the target is typically the 62% point (range 50-75%), i.e. a deliberate slight overcorrection into valgus.[31]

Lower-limb alignment (HKA and HKS angles). Long-leg standing radiograph annotated with the hip-knee-ankle (blue) and hip-knee-shaft (yellow) axes used to plan realignment. Mikael Häggström, CC BY 2.0, via Wikimedia Commons.

Lower-limb alignment (HKA and HKS angles). Long-leg standing radiograph annotated with the hip-knee-ankle (blue) and hip-knee-shaft (yellow) axes used to plan realignment. Mikael Häggström, CC BY 2.0, via Wikimedia Commons.

Lower-limb alignment (HKA and HKS angles). Long-leg standing radiograph annotated with the hip-knee-ankle (blue) and hip-knee-shaft (yellow) axes used to plan realignment. Mikael Häggström, CC BY 2.0, via Wikimedia Commons.

Severe patellofemoral osteoarthritis (axial / skyline view). Lateral-facet joint-space loss, osteophytes and subluxation of both patellae. Jmarchn, CC BY 4.0, via Wikimedia Commons.

Severe patellofemoral osteoarthritis (axial / skyline view). Lateral-facet joint-space loss, osteophytes and subluxation of both patellae. Jmarchn, CC BY 4.0, via Wikimedia Commons.

Severe patellofemoral osteoarthritis (axial / skyline view). Lateral-facet joint-space loss, osteophytes and subluxation of both patellae. Jmarchn, CC BY 4.0, via Wikimedia Commons.

Part VI - Non-operative management

Conservative care is first-line and, with knowledge of the benign natural history of many knees, can maintain comfort indefinitely in many patients.[32]

Part VII - Joint-preserving surgery: arthroscopy and osteotomy

Arthroscopic débridement - what it does not do

Arthroscopic lavage and débridement do not work for osteoarthritis. The landmark Moseley sham-controlled trial (180 patients randomised to lavage, débridement or a placebo skin-incision procedure) found no difference in pain at one or two years between the real procedures and the sham.[41] The narrow remaining role is mechanical: removal of a loose body or an unstable meniscal flap causing locking or catching. Even then arthroscopy is palliative rather than curative, and should not include extensive débridement of fibrillated cartilage.[42]

Osteotomy about the knee

The principle of osteotomy is to transfer the weight-bearing forces from the arthritic compartment to a healthier one, buying years of function in a patient too young and active for replacement.[43] Patient selection is the single most important factor: the ideal candidate is a thin, active patient in the fifth or sixth decade with localised unicompartmental pain, a stable knee, full extension and flexion of at least 90°, and no patellofemoral or inflammatory disease.[44] Rheumatoid disease and an arthritic or previously meniscectomised opposite compartment are contraindications; obesity, age over 60 and a flexion arc under 90° are relative contraindications.[45]

The complications of osteotomy are peroneal nerve injury (the most feared, lower with the opening wedge), intra-articular fracture, compartment syndrome, nonunion, loss of correction and patella baja.[49] Survivorship is good in the medium term and declines thereafter. Meta-analysis gives about 75% good results at 5 years and 60% at about 8 years, with 10-year survival (avoiding arthroplasty) around 70%, and far better results when the alignment is adequately corrected (Coventry: 94% at 10 years when corrected to ≥8° valgus versus 63% when undercorrected).[50] A well-placed osteotomy can be converted to a TKA later, though the conversion is technically more demanding.[51]

Medial open-wedge high tibial osteotomy. Post-operative full-length radiographs with angular-stable plates (LOQTEQ® and TomoFix™) and the corrected mechanical axis. Park et al., J Pers Med 2023;13(3):472, Fig. 2, CC BY 4.0.

Medial open-wedge high tibial osteotomy. Post-operative full-length radiographs with angular-stable plates (LOQTEQ® and TomoFix™) and the corrected mechanical axis. Park et al., J Pers Med 2023;13(3):472, Fig. 2, CC BY 4.0.

Medial open-wedge high tibial osteotomy. Post-operative full-length radiographs with angular-stable plates (LOQTEQ® and TomoFix™) and the corrected mechanical axis. Park et al., J Pers Med 2023;13(3):472, Fig. 2, CC BY 4.0.

Part VIII - Unicompartmental and patellofemoral arthroplasty

Unicompartmental knee arthroplasty (UKA)

UKA resurfaces a single tibiofemoral compartment while preserving both cruciate ligaments and the other compartments, giving near-normal kinematics, a faster recovery and a higher early success rate than osteotomy.[52] The classic Kozinn & Scott criteria select a lower-demand patient over about 60, weighing under ~82 kg, with at least 90° of flexion, a flexion contracture under 5°, a deformity of no more than 10° varus or 15° valgus that corrects to neutral, an intact ACL, and no eburnated bone in the patellofemoral or opposite compartment.[53] Inflammatory arthritis is a formal contraindication, and absence of the ACL is a major one. Designs are fixed-bearing or mobile (meniscal) bearing (Oxford); the polyethylene must be at least 8 mm thick; and only about 10% of UKAs are lateral.[54] The cardinal technical rule is the opposite of osteotomy: do not overcorrect. A slight residual deformity (about 3° varus for a medial UKA) is left, because overcorrection drives osteoarthritis in the unreplaced compartment.[55] Modern 10-year survivorship is about 90-98% (Oxford mobile-bearing series ~97%), although community registries record higher revision rates; the characteristic mode of failure is progression of arthritis in an unreplaced compartment.[56]

Medial unicompartmental knee arthroplasty. AP and lateral radiographs of a medial UKA (femoral runner and tibial baseplate, medial compartment only). MBq, public domain, via Wikimedia Commons.

Medial unicompartmental knee arthroplasty. AP and lateral radiographs of a medial UKA (femoral runner and tibial baseplate, medial compartment only). MBq, public domain, via Wikimedia Commons.

Medial unicompartmental knee arthroplasty. AP and lateral radiographs of a medial UKA (femoral runner and tibial baseplate, medial compartment only). MBq, public domain, via Wikimedia Commons.

Patellofemoral arthroplasty (PFA)

Isolated patellofemoral osteoarthritis affects about 11% of men and 24% of women over 55 with symptomatic knee disease, often on a background of trochlear dysplasia.[57] PFA is best reserved for the younger patient (under about 55) with isolated anterior-compartment disease and no tibiofemoral or inflammatory involvement; even focal tibiofemoral chondromalacia compromises the result.[58] Results are good or excellent in roughly 85%. The main modes of failure are patellar instability/maltracking and, in the long term, progression of tibiofemoral arthritis (a quarter need conversion, usually to TKA, by 15 years).[59]

Part IX - Total knee arthroplasty: indications, design and technique

TKA is the gold-standard treatment for end-stage tri- or bicompartmental osteoarthritis failing conservative care, “one of the most successful operations in medical history,” with survival as high as 98% at 15 years.[60] The contraindications are active infection, an extensor-mechanism that does not work, and a neuropathic (Charcot) joint (the last two relative in modern practice).[61]

Total knee arthroplasty. Post-operative AP and lateral radiographs of a posterior-stabilised TKA (femoral and tibial components, polyethylene insert, patellar button on the lateral view). Frédéric Jacquot (fpjacquot), CC BY-SA 3.0, via Wikimedia Commons.

Total knee arthroplasty. Post-operative AP and lateral radiographs of a posterior-stabilised TKA (femoral and tibial components, polyethylene insert, patellar button on the lateral view). Frédéric Jacquot (fpjacquot), CC BY-SA 3.0, via Wikimedia Commons.

Total knee arthroplasty. Post-operative AP and lateral radiographs of a posterior-stabilised TKA (femoral and tibial components, polyethylene insert, patellar button on the lateral view). Frédéric Jacquot (fpjacquot), CC BY-SA 3.0, via Wikimedia Commons.

Design choices

Total-knee-arthroplasty alignment. Long-leg AP radiograph of a normal TKA annotated with the mechanical axis and the femoral (FFC) and tibial (FTC) component angles. Mikael Häggström, CC0 1.0, via Wikimedia Commons.

Total-knee-arthroplasty alignment. Long-leg AP radiograph of a normal TKA annotated with the mechanical axis and the femoral (FFC) and tibial (FTC) component angles. Mikael Häggström, CC0 1.0, via Wikimedia Commons.

Total-knee-arthroplasty alignment. Long-leg AP radiograph of a normal TKA annotated with the mechanical axis and the femoral (FFC) and tibial (FTC) component angles. Mikael Häggström, CC0 1.0, via Wikimedia Commons.

Alignment and technique

The goal is a neutral mechanical axis with symmetric load. The distal femoral cut is made in 5-7° of valgus (the difference between the anatomic and mechanical axes), the tibial cut at a right angle to its mechanical axis with a small posterior slope, and a varus tibial cut is never made (it causes uneven loading and early failure).[67] Femoral rotation is set from the transepicondylar axis, Whiteside’s line and the posterior condyles, erring toward external rotation to balance the flexion gap and track the patella.[68] The two classic balancing philosophies are measured resection (resect a fixed amount, preserve the joint line) and gap balancing (release ligaments first, then make the flexion and extension gaps equal).[69] Exposure is usually through a medial parapatellar arthrotomy (alternatives: subvastus, midvastus; a rectus snip or tibial-tubercle osteotomy for the stiff knee). Patellar tracking is checked with the “no-thumb” test, with a lateral release needed in fewer than 10% of cases.[70]

Part X - Complications and outcomes of knee arthroplasty

Outcomes are reported with the Knee Society Score and similar measures; modern survivorship is around 90-98% at 10-20 years, with infection, aseptic loosening, instability and wear the leading reasons for revision.[80] Revision TKA climbs the constraint ladder (CCK or rotating hinge) and manages bone loss with augments, stems and, for massive defects, distal femoral replacement or an allograft-prosthetic composite.[81]

Knee Society radiographic zones. AP radiograph of a TKA tibial component with the 2015 Knee Society zones used to document radiolucent lines and loosening. Mikael Häggström, CC0 1.0, via Wikimedia Commons.

Knee Society radiographic zones. AP radiograph of a TKA tibial component with the 2015 Knee Society zones used to document radiolucent lines and loosening. Mikael Häggström, CC0 1.0, via Wikimedia Commons.

Knee Society radiographic zones. AP radiograph of a TKA tibial component with the 2015 Knee Society zones used to document radiolucent lines and loosening. Mikael Häggström, CC0 1.0, via Wikimedia Commons.

Periprosthetic supracondylar femoral fracture after TKA. A fracture above the femoral component, here treated by plate fixation - a characteristic late complication. Gondalia et al., J Orthop Traumatol 2014;15(3):201-207, Fig. 1, CC BY.

Periprosthetic supracondylar femoral fracture after TKA. A fracture above the femoral component, here treated by plate fixation - a characteristic late complication. Gondalia et al., J Orthop Traumatol 2014;15(3):201-207, Fig. 1, CC BY.

Periprosthetic supracondylar femoral fracture after TKA. A fracture above the femoral component, here treated by plate fixation - a characteristic late complication. Gondalia et al., J Orthop Traumatol 2014;15(3):201-207, Fig. 1, CC BY.

To tie the topic together: gonarthrosis is compartmental and alignment-driven, medial and varus most often. Stage it on weight-bearing and long-leg films, treat it first with weight loss, quadriceps strengthening, a cane in the opposite hand and an unloader brace, and reserve arthroscopy for true mechanical symptoms. Realign the young malaligned knee with an osteotomy (overcorrect the mechanical axis for an HTO, neutral for a DFO), resurface isolated disease with a unicompartmental or patellofemoral implant (here, do not overcorrect), and replace the tricompartmental knee with a cemented total knee. Then watch for infection, loosening, instability and the extensor mechanism.

Bulgarian terminology (Боев / Boychev tradition) - glossary

The following Bulgarian equivalents bridge the international literature with the terminology of the Bulgarian school of orthopaedics (in the tradition of Бойчо Бойчев / Boycho Boychev) used in the state examination.

English termBulgarian term (Cyrillic)Transliteration
Gonarthrosis (knee osteoarthritis)Гонартроза (остеоартроза на коляното)Gonartroza (osteoartroza na kolyanoto)
Medial compartmentМедиален компартментMedialen kompartment
Patellofemoral jointПателофеморална ставаPatelofemoralna stava
Varus / valgus deformityВарусна / валгусна деформацияVarusna / valgusna deformatsiya
Mechanical axisМеханична осMehanichna os
Joint-space narrowingСтесняване на ставната цепкаStesnyavane na stavnata tsepka
OsteophyteОстеофитOsteofit
Subchondral sclerosisСубхондрална склерозаSubhondralna skleroza
Subchondral cystСубхондрална кистаSubhondralna kista
MeniscusМенискMenisk
Articular cartilageСтавен хрущялStaven hrushtyal
High tibial osteotomyВисока тибиална остеотомияVisoka tibialna osteotomiya
Distal femoral osteotomyДистална феморална остеотомияDistalna femoralna osteotomiya
Opening / closing wedgeОтварящ / затварящ клинOtvaryasht / zatvaryasht klin
Total knee arthroplastyТотално колянно ендопротезиранеTotalno kolyanno endoprotezirane
Unicompartmental arthroplastyЕднокомпартментно протезиранеEdnokompartmentno protezirane
Posterior cruciate ligamentЗадна кръстна връзкаZadna krastna vrazka
Polyethylene insertПолиетиленов инлейPolietilenov inley
Cemented fixationЦиментна фиксацияTsimentna fiksatsiya
Periprosthetic fractureПерипротезна фрактураPeriprotezna fraktura
Aseptic looseningАсептично разхлабванеAseptichno razhlabvane
Periprosthetic infectionПерипротезна инфекцияPeriprotezna infektsiya

Image attributions

(Figure attributions and licences are listed in the figure MANIFEST and inserted with each image. All images are openly licensed [CC0 / Public Domain / CC BY / CC BY-SA] or used under their stated terms; any non-commercial [NC] item is flagged as such and must not be used in a commercial product.)

References

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