Abstract
Tissue engineering and regenerative medicine (TERM) strategies for generation of new bone tissue includes the combined use of autologous or heterologous mesenchymal stem cells (MSC) and three-dimensional (3D) scaffold materials serving as structural support for the cells, that develop into tissue-like substitutes under appropriate in vitro culture conditions. This approach is very important due to the limitations and risks associated with autologous, as well as allogenic bone grafiting procedures currently used. However, the cultivation of osteoprogenitor cells in 3D scaffolds presents several challenges, such as the efficient transport of nutrient and oxygen and removal of waste products from the cells in the interior of the scaffold. In this context, perfusion bioreactor systems are key components for bone TERM, as many recent studies have shown that such systems can provide dynamic environments with enhanced diffusion of nutrients and therefore, perfusion can be used to generate grafts of clinically relevant sizes and shapes. Nevertheless, to determine whether a developed tissue-like substitute conforms to the requirements of biocompatibility, mechanical stability and safety, it must undergo rigorous testing both in vitro and in vivo. Results from in vitro studies can be difficult to extrapolate to the in vivo situation, and for this reason, the use of animal models is often an essential step in the testing of orthopedic implants before clinical use in humans. This review provides an overview of the concepts, advantages, and challenges associated with different types of perfusion bioreactor systems, particularly focusing on systems that may enable the generation of critical size tissue engineered constructs. Furthermore, this review discusses some of the most frequently used animal models, such as sheep and goats, to study the in vivo functionality of bone implant materials, in critical size defects.
Introduction
T
Bioreactors for Bone Tissue Engineering
For tissue engineering purposes, dynamic culture bioreactors, such as spinner flasks,23,24 rotating wall bioreactors,23,25 and flow perfusion systems,19,26 have shown promising results. In general, dynamic culture yields a much more homogeneous distribution of cells and matrix, while systems enabling shear stresses applied by the medium flow may stimulate the cells to proliferate and differentiate. Furthermore, these systems enhance mass transport, ensuring continuous nutrition of cells, and removal of waste products. The commonly used spinner flasks are low cost equipment, but the nonuniform media flow that is provided around scaffolds limits their use. The cells on the outer periphery of scaffolds are subjected to a turbulent flow, whereas the cells in the interior rely on diffusion for nutrient transport. 27 Similar drawbacks are seen in the rotating wall bioreactor. In these bioreactors, the use of scaffolds with different architectures leads to the generation of internal shear stresses of different magnitudes, eventually leading to the localized generation of extremely high shear forces, with negative effects in the cells. Some flow perfusion systems overcome the flow issues because medium is flushed directly through scaffolds,19,26 thereby providing nutrient and stimuli throughout the entire volume of the scaffold. 27 The design and performance of bioreactors is therefore, of special relevance in recent and future tissue engineering strategies. Bioreactors that use a pump system to perfuse media directly through a scaffold are known as perfusion bioreactors. 28 Perfusion bioreactors with defined mechanical stimulation functions are of special interest to optimize the ex vivo growth of the desired cell or scaffold constructs.7,29 However, direct perfusion introduces a new level of complexity when scale-up is considered, and the engineering challenges may be significant. 11
Nutrition, chemotransport enhancement, and mechanical stimulation (dynamic tension, compression, or hydrodynamic forces) of cells or cell/scaffold constructs, control over environmental conditions, culture duration, on-line evaluation of biological variables, and automation of bioprocesses should be considered for the development and use of bioreactors.1,29–35 Moreover, bioreactors should to be able to operate over long periods of time under aseptic conditions since maturation of a functional tissue substitute may take up to several weeks. Another important issue in the design of bioreactors is the monitoring of tissue growth. In fact, an advantage in the area would be the development and employment of techniques, which could assess the integrity of the tissue noninvasively. 11 Oxygen and nutrient need and its consumption by the cells, metabolite removal and fluid flow within the site have a dramatic impact on the growth and survival of enlarged constructs for tissue substitution, and when controlled can be used as major positive modulators in elaborated bioreactors. This would allow for a higher efficiency in the tissue engineering process, as well as a high degree of certainty in obtaining grafts within the predetermined manufacturing specifications.
Perfusion bioreactors
In addition to enhancing mass transport, perfusion bioreactors systems may be used to deliver controlled mechanical stimuli, such as flow-mediated shear stresses and/or hydrodynamic forces to tissue constructs.36–38 Different perfusion bioreactor have been developed but most systems consist of a similar basic design consisting of a media reservoir, a pump, a tubing circuit, and perfusion chambers, columns or cartridges that hold the cell/scaffold constructs. 39 Perfusion bioreactor systems have been developed to culture a variety of shapes and sizes of 3D bone tissue constructs.19,25,40–54 In these systems, it is obvious that the flow-rate used for the medium perfusion is responsible to a great extent for the effects in the microenvironment of cells, that is, for the magnitude of the shear stress sensed by the cells. Porter et al. (2005) estimated the local shear stresses inside 3D natural scaffolds using the lattice Boltzmann method (LBM) for cell culture media flow through trabecular bone, performing reconstructions using microcomputed tomography (μCT). 55 Based on this study, μCT has been used in conjunction with fluid dynamics simulations, to characterize the distribution of shear stresses within 3D scaffolds.56,57 Nevertheless, the local internal shear stress created by perfusion systems using hydrodynamic forces and experienced by the cells on 3D matrices, is influenced not only by the medium flow rate but also by other parameters that have to be considered, for example, the porosity, the dimensions, the material and the geometry of the scaffold, 58 as well as the existence of manufacturing defects that create areas of high flow and high stress along the periphery of the scaffold 56 the size, the anisotropy, and the degree of interconnectivity of pores, as well as the viscosity of the medium. 58
Nowadays, multidisciplinary efforts are being made to improve the size and quality of the bone substitutes that can be obtained in vitro. These efforts focus on the cell types used, scaffold structure/composition, and also on the cultivation in perfusion bioreactor systems with various designs. However, most studies on perfusion bioreactors describe systems that only enable culturing small scaffolds, which do not meet clinically relevant constructs size in the field of orthopedics defects regeneration. In the following sections, the main differences between two basic types of perfusion bioreactors (with individual culture chambers and single culture chamber), which enable to culture scaffolds with different dimensions, are described and discussed in the light of the current clinical need for larger engineered bone substitutes.
Perfusion bioreactors with individual culture chambers for culturing small dimension constructs
In flow perfusion systems composed of individual chambers, usually the scaffolds are fitted in the culture chambers so that media cannot flow around it; thus, perfusing media directly through the pores of the scaffold. The flow of medium through the scaffold porosity benefits cell differentiation by enhancing nutrient transport to the scaffold interior, and by providing mechanical stimulation in the form of shear stresses.49,55,59 In fact, studies with perfusion systems have suggested that flow has many biological effects,27,60–63 such as prostaglandin E2 release, 64 osteogenic differentiation enhancement, 49 and mineralized matrix production increase on bone marrow stromal osteoblasts seeded in 3D scaffolds. 65 Research works using either custom-made or commercially available perfusion bioreactor systems are specified in the Table 1.
Mathematical signs indicate the effects induced by the systems listed as compared to static culture: (+), positive effect; (=), no effect; (−), negative effect.
BCP, biphasic calcium phosphate; BMP2, bone morphogenetic protein 2; HA, hydroxyapatite; PCL, polycaprolactone; PDMA, polydimethylsiloxane; PGE2, prostaglandin E2; PMMA, polymethylmethacrylate; RUNX2, runt-related transcription factor 2; SPCL, starch/polycaprolactone blend; SEVA-C, starch/ethylene vinyl alcohol blend; b-TCP, beta-tricalcium phosphate; OP, osteopontin, OC, osteocalcin; COL, Collagen; COL1, collagen1; CPC, calcium phosphate ceramics; BCB, bovine cancellous bone; BDBM, bone demineralized bovine matrix; CFU, colony forming units; HSP-47, heat shock protein; PGA, poly (glycolic acid); FN, fibronectin; hTERT-hMSCs, human bone marrow-derived mesenchymal stem cells tranduced with human telomerase catalytic subunit; PLGA, porous polylatic glycolic acid; MTT, [3(4,5- dimethylthiazol-2-yl)-2,5-diphenyltetrazolium bromide; SEM, Scanning electron microscopy; BSP, bone sialoprotein; NGFR nerve growth factor receptor; STRO-1,is a cell surface protein expressed by bone marrow stromal cells and erythroid precursors; MSC, mesenchymal stem cells; ALP, alkaline phosphatase.
In 2001, Goldstein et al. 25 compared a perfusion flow bioreactor to other systems that promote media convection, namely a spinner flask and a rotary vessel. For this purpose, they used poly (DL-lactic-co-glycolic acid) (PLGA) foam discs seeded with marrow stromal cells and cultured in the presence of dexamethasone and L-ascorbic acid, at a constant flow rate. Cell numbers per foam were found to be similar with all culturing systems indicating that cell growth could not be enhanced by convection, but histological analysis indicated that the rotary vessel and the flow system produced a more uniform distribution of cells throughout the foams. Alkaline phosphatase (ALP) activity per cell was higher with culture in the flow system and spinner flask after 7 days, while no difference in osteocalcin (OC) activity per cell was observed among culturing methods after 14 days. Based on these results, the flow system appears to be the superior culturing method. 25
In 2002, Bancroft et al. 65 reported the development of another flow perfusion bioreactor and investigated the effect of different flow rates, in rat bone marrow cells seeded into titanium fiber mesh scaffolds cultured in osteogenic media. Culturing seeded scaffolds at different flow rates for 16 days revealed a dose-dependent effect of flow perfusion rate on mineralized matrix production, matrix modeling, and cell matrix distribution. The latter was significantly higher in the flow perfusion cultures when compared with static culture. 65 van den Dolder et al., in 2003, 63 used the same bioreactor, biomaterial, culture medium and cells, to analyze the effect of flow perfusion (as compared to static conditions), at a constant flow rate, founding that this system can enhance the early proliferation, differentiation, and mineralized matrix production of rat bone marrow stromal cells. 63
The same bioreactor developed by Bancroft et al., in 2002, 65 was used in other studies, using different types of scaffolds, such as porous biphasic calcium phosphate ceramic scaffolds, 49 poly(L-lactic acid) nonwoven fiber mesh scaffolds, 43 and starch polycaprolactone (SPCL) biodegradable fiber mesh scaffolds.40,41 Furthermore, Holtorf et al., in 2005, 66 showed that using this system, even in the absence of dexamethasone supplement, rat BMSCs can differentiate into osteoblastic. 66 Gomes et al., in 200340 have also showed that rat BMScs proliferation and differentiation are affected by the scaffold's porosity and architecture 40 and reported increased production and localization of TGF-β1, VEGF, BMP-2, and FGF-2 in constructs cultured under increase fluid flow rate. 41 Based on the same bioreactor design, Alvarez-Barreto et al., in 2007, 67 developed and characterized an oscillatory flow-perfusion seeding technique, to improve seeding efficiency, cell spatial distribution and strength of cell adhesion. The technique consisted in the application of an oscillating flow for 2 h at 0.1 mL/min that is created by manually changing the direction of the pump every 5 min. 67 This technique led to enhanced seeding efficiency and osteoblastic differentiation of rat BMSC cultured in poly (glycolic acid) (PGA) scaffolds. 68 Bjerre and coworkers in 2008, 69 performed another modification of the same bioreactor. The modified system consists of 16 parallel flow chambers, each supplied by a common reservoir controlled by a peristaltic pump. They analyzed the proliferation and differentiation of hMSC cultured on silicate-substituted tricalcium phosphate (TCP) scaffolds at a constant flow rate as compared to static culture. Data obtained from ALP activity and RT-PCR analysis of bone markers after 14 days in flow culture demonstrated an increase in proliferation, differentiation and cell/matrix deposition. 69
The perfusion bioreactor from Minucells and Minutissue®, are one of the few commercially available culture systems and has a different design: there is not a recirculation of the culture medium as in most systems described; the culture medium is perfused through 12 culture chambers in one direction, each in a thermo plat (37°C) in room temperature, connected to another bottle (waste culture medium) where the flow ends. This system was used by Wang et al., in 2003, 61 to culture bone marrow-derived cell in porous ceramic scaffolds, using a constant flow rate. ALP and OC expression were increased in perfusion cultures when compared of static cultures. 61
Wendt et al., in 200326 developed a bioreactor for automated cell seeding of 3D scaffolds by continuous perfusion of a cell suspension through the scaffold pores in oscillating directions. In this system, scaffolds are placed in chambers (one scaffold per chamber) that are positioned at the bottoms of two glass columns and connected through a U-shaped glass tube at their base. Flow is induced with the use of a vacuum pump and the flow rate regulated with a flow meter. The direction of flow is reversed when the fluid level in one column reaches an optical sensor placed near the top of each glass column. The sensor detects the cell suspension, actuating a pair of solenoid valves, switching the vacuum to the opposite column, and therefore, reversing the direction of fluid flow. To assess the efficiency and uniformity of perfusion seeding of Polyactive foams ChronOS® seeded with bone marrow stromal cells (BMSCs), as compared to static and spinner flask cultures, they used quantitative biochemical and image analysis techniques. The results showed that perfusion seeding of cells into Polyactive foams were more homogeneously distributed throughout the scaffold volume and formed more homogeneously sized cell clusters when compared to other systems. 26 Braccini et al., in 2005, 70 used the same system, to study the effect on seeding, expansion, and differentiation of BMSCs into a 3D hydroxyapatite scaffolds and subsequent in vivo outcomes. When implanted ectopically in nude mice, the engineered constructs generated bone tissue more reproducibly, uniformly, and extensively than scaffolds loaded with 2D expanded BMSCs. 70
Zhao and Ma, in 2005, 53 modified a 3D perfusion bioreactor system developed previously by Ma et al., in 1999, 71 which is composed of three circulating loops. The main circulating loop includes culture chambers and a section of the flow path for continuous circulation of medium. The inoculation loop includes culture chambers and a section of the flow path used for inoculating cells into scaffolds. The replenishing loop consists of the fresh media container and the section of the flow path used for supplying fresh media to the system. The two inlets and two outlets in each chamber are connected to independent inlets from the computerized peristaltic pump that has eight independent channels. This system enables the recirculation of media and has two sampling ports at the inlet and outlet of each chamber. Furthermore, it can accommodate multiple flow chambers, depending on the operational requirements. To examine the dynamic seeding efficiency, the author used nonwoven poly (ethylene terepthalate) (PET) fibrous scaffolds cultured with human mesenchymal stem cells (hMSC). They observed an inverse correlation between flow rates for seeding operation and seeding efficiencies and analyses showed that after a long period of culture, higher cell densities of hMSCs were found in the bioreactor system. 53 With the same method and biomaterial Zhao et al., in 2005, 72 studied the effects of the physiological oxygen environment on the intrinsic tissue development characteristics in the 3D scaffolds as compared to static conditions, using mathematical modeling. Results show that the oxygen tension in the static culture is lower compared with the perfusion unit, where the cell density was four times higher. 72 To demonstrate the effect of shear stress, Zhao et al., in 2007, 42 cultured porous 3D PET matrices with hMSC at different flow rates in the same bioreactor. The higher flow rate enhanced osteogenic differentiation potential at 14 days, and calcium deposition in the matrix after 20 days with osteogenic media. 42
A perfusion bioreactor was developed by Timmins and coworkers in 2007, 73 the tissue culture under perfusion (T-CUP), based on the concept of controlled and confined alternating motion of scaffolds through a cell suspension or culture medium, as opposed to pumping the fluid through the scaffolds. Different cell types, as well as scaffold designs and compositions were tested. When freshly isolated human bone marrow nucleated cells seeded into ENGipore® ceramic scaffolds cultured for 19 days in the T-CUP resulted in stromal cell-populated constructs capable of inducing ectopic bone formation in nude mice. 73
Grayson et al., in 2008, 44 described a bioreactor system that enables cultivation of up to six tissue constructs simultaneously in individual chambers, using a radial channel with direct perfusion and imaging capability. Fully decellularized bovine trabecular bone was used as a scaffold, seeded with hMSCs using different cellular densities and different flow rates (low and high). The results of the study indicated that, at the seeding densities evaluated, greater initial cell numbers do not necessarily result in increased bone formation. The study also showed that flow rate of medium perfusion remains a significant parameter that allows a more uniform tissue development and supports higher cell densities within the constructs. 44 Frohlich et al., in 2010, 48 using the same bioreactor showed that, human adipose-derived stem cells (hASCs), cultured in decellularized bone scaffolds, after 5 weeks of culture in osteogenic medium, presented significantly increases in the construct cellularity, and in the amounts of bone matrix components. 48
Costa et al., in 2008, 74 developed a perfusion bioreactor composed of 20 culture chambers, each one supporting a single, tightly fitting scaffold. A peristaltic pump controls the medium flow rate through the bioreactor, with silicon tubes directly connected to the system and to a medium reservoir (with recirculation flow). Using this system, a study was conducted using SPCL meshes statically seeded with goat bone marrow cells (gBMCs) and cultured in osteogenic medium for 7 and 14 days. The results showed enhanced cellular proliferation and differentiation by combination of fluid flow rate and flow inversion frequency during different culturing periods. 74 Rodrigues et al. in 2012 75 has further demonstrated the potential of this bioreactor, demonstrating the positive influence of the flow perfusion conditions provided in the osteogenic differentiation of hASC seeded onto SPCL fiber meshes functionalized with Silanol (SI-OH).
An oscillatory perfusion bioreactor was fabricated by Du et al., in 2008. 76 The upper chamber consisted of six flow wells custom-machined in a block of Teflon. The base of each well was sealed with a silicon film. The scaffold is press-fitted to a silicon cassette that was then fixed into each well with an upper O-ring and steel cap with up-to-down pressure to ensure that the media would perfuse only through the scaffold and not flow in between the scaffold and cassette or between the cassette and well wall. The lower chamber is filled with sterilized water using a 30-mL syringe with gas removed from the gas outlet. The movement of the syringe back and forth is controlled by a continuous cycle syringe pump, forcing the silicon membranes to move up and down; thus, driving the media in the flow wells to perfuse up and down through the scaffolds in an oscillatory manner. Results obtained with a mouse immature osteoblast-like cell line, MC 3T3- E1 seeded in porous beta-TCP (b-TCP) scaffolds suggested that the oscillatory flow condition not only allows a better seeding efficiency and homogeneity, but also facilitates uniform culture and early osteogenic differentiation. 76 The same group designed a unidirectional perfusion system. A media bottle is set on each end of the perfusion chamber as both media reservoirs and gas bubble trappers. A gas-permeable bag is set in the circuit loop as a gas exchanger. The unidirectional media flow was driven by a pump. A couple of silicon tubes led from bottle 2 to the clean bench, so that the medium could be exchanged in a sterile environment without moving the whole complicated system. This system presents a recirculation flow; thus, media are drawn from the media reservoir, pumped through the compartments, merged at the outlets of the chambers, and returned back to the media reservoir. The perfusion system with the scaffolds set inside is sterilized by ethylene oxide gas. To compare these two different types of perfusion systems developed; mouse osteoblast-like MC 3T3-E1 cells were 3D-cultured with porous ceramic scaffolds for 6 days under static and hydrodynamic conditions with either a unidirectional or oscillatory flow. In perfusion culture with the unidirectional flow, the proliferation was significantly higher than in the other groups but was very inhomogeneous. Only the oscillatory flow allowed osteogenic cells to proliferate uniformly throughout the scaffolds, and also increased the activity of ALP. 35
Sailon et al., in 2009, 54 developed a flow perfusion chamber bioreactor with eight individual chambers to provide chemotransportation in thick scaffolds. Polyurethane scaffolds, seeded with murine preosteoblasts, were cultured. Flow-perfused scaffolds demonstrated increase in peripheral cell density and core density at day 8. This study established that thick (>6 mm) 3D constructs are sustainable using a flow-perfusion bioreactor. 54
Yang and coworkers, in 2010, 47 developed a perfusion system that is composed of six culture cassettes, a multichannel cylinder pump, and a medium reservoir. Each culture cassette contained a screw-top, a neoprene o-ring, and a screw-bottom with an internal cavity. The scaffold is press-fitted on a net in the internal cavity of the screw-bottom. Media flows from top to bottom through the scaffold. Flow through each cassette is driven by the cylinder pump with each culture cassette on its own independent pumping circuit. In the complete perfusion culture circuit, media are drawn from the common media reservoir, pumped through each culture cassette, and returned to the common media reservoir. The entire flow circuit is connected with silicon tubing. Using hMSCs transduced with human telomerase catalytic subunit hTERT (hTERT-hMSCs) cultured in porous PLGA scaffolds under perfusion for 12 days at a flow rate of 0.5 mL/min, they demonstrated that the flow enhances osteogenic proliferation and differentiation of hTERT–hMSCs, when compared to static conditions. 47
More recently, Kim et al. in 2011, built an electrical bioreactor, composed of a cylindrical Teflon main part containing a flexible polyimide electrode and an implantable stimulator. The main part has about 300 holes with a diameter of 300 μm for medium supply inside the bioreactor and has a length of 17 mm and a diameter of 8 mm. Upon seeding hMSCs onto collagen sponges (aimed at forming a bone tissue graft), they have cultured the constructs in the bioreactor under biphasic electric current (BEC) stimulation. BEC stimulation with amplitude of 20/40 μA, duration of 100 μs and a frequency of 100 Hz was applied for 1 week in the early periods of culturing. Subsequently, after culturing for an additional week without electrical stimulation, cell response was evaluated in terms of proliferation, attachment and gene expression. In vitro culture of hMSCs under stimulation showed 19% and 22% increase in cell proliferation, as compared to unstimulated controls. The expression of type I collagen also increased significantly in the cells submitted to the BEC. The results showed that this electrical bioreactor may enhance the efficiency of stem cell-based tissue engineering 77 approaches.
To visualize and to examine the effect of shear stress in the a tubular perfusion system (TPS) bioreactor, Yeatts et al. in 2012, 78 used hMSCs seeded and cultured into spherical alginate bead scaffolds of two sizes. After 21 days of culture, it was observed a strong correlation of the shear stress in hMSC osteoblastic differentiation indicated by the production of osteopontin, and bone morphogenic protein-2. Further results revealed an approximate 2.5-fold increase in cell number in the inner annulus of TPS cultured constructs as compared to statically cultured constructs after 21 days. It was also observed a significant increase in mineralization in the inner and outer regions of the beads (4 mm) scaffolds cultured in the bioreactor on day 21, when compared to those cultured in static conditions. These results demonstrate a relationship between scaffold position and stem cell fate in this bioreactor and further demonstrate also the importance of bioreactor systems in promoting hMSC proliferation and differentiation in 3D scaffolds. 78
Knapp and coauthors in 2012, 79 built a custom-made bioreactor for bone tissue engineering, where they have cultured a macroporous hydrogels disc-shaped with adipose-derived stem cells (ASC), using noninductive ostegenic media (IMDM+10% FCS), under pulsatile flow rate conditions. Results demonstrated that dynamic cultures provided a strong osteogenic induction with 100-fold higher levels of ALP and OC mRNA. 79
Fan et al., in 2012, 80 cultured tri-calcium phosphate scaffolds (12 mm in diameter and 10 mm in height) of different porosities (Low, Medium and High) in static and perfusion conditions using a custom-made perfusion bioreactor. Results demonstrated that higher permeable scaffolds exhibited superior performance and that the advantages of higher scaffold permeability were amplified in the perfusion culture. 80
Qian et al. in 2013, 81 studied a porous nanohydroxyapatite/polyamide 66 (n-HA/PA66) scaffold with a size of 16 mm in diameter and 1.5 mm in thickness, drilling one hole of 2.5 mm and three holes of 1.5 mm diameter in the material. The scaffolds seeded with rat bone marrow stromal cells (rBMSCs) were cultured under the static conditions and in a flow perfusion bioreactor. The results showed that values of MTT, ALP, and osteocalcin (OCN) were continuously increased along time in culture and revealed significant higher levels for the group cultured under perfusion conditions. 81
Nishi et al. in 2013, 82 performed a study addressing the issue of vascularization in bone tissue engineering, by coculturing bone marrowMSCs with MSC-derived endothelial cells within a porous scaffold composed of D,D-L,L-polylactic acid (cylinder of 5 mm in diameter and 2 mm thickness) using a rotating wall vessel (RWV) bioreactor. Overall, the results obtained by histochemical analyzes showed that it was possible to generate a bone-like tissue containing vascular-like structures using a 3D matrix cultures under conditions created by the medium flow in the RWV vessel. 82
Single culture chamber perfusion bioreactors that enable culturing large sized constructs
As seen in the previous section, many research groups have developed bioreactors that perfuse cell seeded constructs, and that have demonstrated the beneficial effects of perfusion on cell survival, proliferation, differentiation, and extracellular matrix formation in the scaffold. However, these studies focus on the construction of small-size tissue-engineered bone ranging from 0.04 to 2.7 cm3.25,27,40,44,48,54,55,59,63–65,69,76,83 In this section, we will describe some of the available systems that may enable the culture of large dimension constructs.
According to published works there has been an increasing focus on the development of such bioreactors, which are usually designed with a single cellular culture chamber. Hosseinkhani et al., in 2005, 50 developed a perfusion bioreactor in which the cell-seeded scaffolds are set in a sample holder, while the medium flowed by a peristaltic pump at a linear flow velocity to perfuse the medium through the scaffold, using a medium recirculation method and only one medium reservoir. The perfusion system is operated in a CO2 incubator atmosphere. It was found that this system enabled improvement of MSCs proliferation and differentiation in collagen sponges reinforced with PGA fibers. 50 Furthermore, in another study, it was shown that BMP-2 expression of rat MSCs impregnated with plasmid DNA encoding for BMP-2 was enhanced with perfusion culture. 86 In a subsequent in vivo study, the collagen–PGA scaffolds of 12 mm diameter seeded with rat MSCs were implanted ectopically in Fischer male rats. Significant increase in ALP and OC expression at sites of implantation of constructs previously cultured in the perfusion system was observed as compared to constructs obtained in static conditions. 87
Xie et al., in 2006, 88 described a bioreactor system that is composed of three parts: the driving part, the reservoir, and the tubing part. The driving part consists of up to eight 3-stop tubes, which are fixed in an eight-channel pump head and driven by a peristaltic pump. The reservoir (only chamber) is a 75-cm2 flask containing the perfusion medium. In the tubing part, there are two silicone tubes with one end penetrating through the plug cap into the flask as the inlet and outlet. To study the effects of flow shear stress and mass transport, respectively, on the construction of a large-scale tissue-engineered bone substitute, Li et al., 45 used a critical-sized b-TCP cylinder scaffold (14 mm in diameter and 30 mm in length with a tunnel of the 3.5 mm in diameter and 25 mm in length) seeded with hBMSCs. The results suggested that shear stress accelerates osteoblastic differentiation of hBMSCs, while mass transport increases differentiation among lower ranges.45,88
A direct semiautomated perfusion bioreactor system (single chamber) was developed by Janssen and his researchers. 89 Goat bone marrow stromal cells (GBMSCs) were dynamically seeded/cultured in this system in volumes (10 cm3) of small-sized macroporous biphasic calcium phosphate (BCP) scaffolds. Cell load and distribution was shown using methylene blue block staining, and MTT staining was used to demonstrate the viability of the cells. Online oxygen measurements were correlated with proliferating GBMSCs. They conclude that this bioreactor enabled homogenous cell growth of GBMSCs. 90 In posterior studies, the authors demonstrated that dynamically cultured GBMSCs grown on calcium phosphate ceramic produced bone when implanted into mice. 51 Another study conducted in 2010 by the same group, concluded that this perfusion bioreactor system is capable of producing clinically relevant and viable amounts of human tissue-engineered bone that exhibit bone-forming potential after implantation in nude mice. 89
Jaasma et al., in 2008, 91 developed a flow perfusion chamber bioreactor consisting of a syringe pump, a scaffold chamber, and a media reservoir, which are connected via gas-permeable, silicone tubing and tubing connectors. The scaffold is held in place within a silicone O-ring and between two machined polycarbonate pieces. The scaffold is maintained under ∼10% compression using aluminum spacers and an O-ring inner diameter is larger than the flow path diameter through the polycarbonate pieces of the scaffold chamber. The scaffold chamber is designed to accommodate compliant scaffolds, but stiff scaffolds can also be used by adjusting the spacer height. The syringe pump is programmable to allow for the application of steady, pulsatile, and oscillatory flow profiles, and can accommodate up to six 50-mL syringes, which allows for the simultaneous culture of six cell-seeded constructs. The authors used Collagen-GAG (CG) scaffold with 12.7 mm in diameter and 3.5 mm of thickness MC 3T3-E1 cells and four scaffolds were cultured simultaneously, but each one in a different bioreactor. Flow analysis revealed that steady, pulsatile, and oscillatory flow profiles were transferred from the pump to the scaffold. Comparing to static, bioreactor culture of osteoblast seeded CG scaffolds led to a decrease in cell number but stimulated an increase in the production of prostaglandin E2, an early-stage bone formation marker. 91
Another study examined the effect of short term flow perfusion bioreactor culture, before long-term static culture, in the same bioreactor developed by Jaasma et al., in 2008. 91 Human fetal osteoblasts (hFOB 1.19) were seeded onto CG scaffolds. Results show that the bioreactor and static culture control groups displayed similar cell numbers and metabolic activity. However, histologically, peripheral cell-encapsulation was observed in the static controls, whereas, improved migration and homogenous cell distribution was seen in the bioreactor groups. Osteogenic markers investigated displayed greater levels of expression in the bioreactor groups compared to static controls. They demonstrated that this flow perfusion bioreactor improved construct homogeneity by preventing peripheral encapsulation whilst also providing an enhanced osteogenic phenotype over static controls. 92
Barthold and other researches, in 2005, 93 constructed a perfusion chamber bioreactor (single chamber), to analyze and identify soluble factors, such as the formation of l-lactate, lactate dehydrogenase, collagen I C-terminal propeptide, soluble ALP and OC during the culture of rabbit bone marrow MSCs to get detailed information about the differentiation of the osteogenic cells. 93 This same bioreactor was used to test human trabecular bone cells seeded onto three different types of scaffolds (porous CaCO3, mineralized collagen, porous TCP), with 5 mm in diameter and 3 mm thick, were used, stacking nine samples that were simultaneously cultured in the bioreactor. The scaffolds were subsequently implanted in rat mandibules for 6 weeks. Scaffolds without cells and scaffolds cultured in static conditions were used as controls. Histomorphometric evaluation showed that neither seeding human trabecular bone cells nor the culturing technique increased the amount of early bone formation compared with the level provided by osteoconductive bone ingrowth from the defect edges. 94
To engineer anatomically correct pieces, Grayson and his researcher's 46 report showed that clinically sized, anatomically shaped, viable human bone grafts can be developed using hMSCs and a “biomimetic” scaffold-bioreactor system. They selected the temporomandibular joint (TMJ) condylar bone as their tissue model. Scaffolds were generated from fully decellularized trabecular bone by using digitized clinical images, seeded with hMSCs, and cultured with interstitial flow of culture medium. A bioreactor with a single chamber in the exact shape of a human TMJ was designed for controllable perfusion throughout the engineered construct. After 5 weeks of culture, tissue growth was evidenced by the formation of confluent layers of lamellar bone, a markedly increased volume of mineralized matrix, and the formation of osteoids. 46 Yeatts et al., 95 developed a bioreactor- the TPS - consisting of a tubular growth chamber and medium reservoir connected via a tubing circuit. The medium's flow is driven by a Multichannel peristaltic pump at 3 mL/min for short-term studies and at either 3 or 10 mL/min for the long-term studies. The circuit consists of silicone tubing that is connected using silver ion-lined microbial resistant tubing connector. The growth chamber consists of length silicone tubing. The growth chamber has 13 cm in length and is packed with 30 cell seeded alginate beads. The tubing is placed in a cell culture CO2 incubator atmosphere. hMSCs were encapsulated in alginate beads (a total of 30 samples of 4 mm diameter per bioreactor) and medium was perfused through the growth chamber and around the tightly packed scaffolds enhancing nutrient transfer, while exposing the cells to shear stress. Results demonstrate that bioreactor culture supports early osteoblastic differentiation of hMSCs as shown by ALP gene expression and increases in the gene expression levels of OC, OP, and bone morphogenetic protein (BMP)-2. 95
Bertrand et al., in 2011, 96 build a single chamber perfusion bioreactor based on fluidized bed bioreactor concepts for culture of clinical size scaffolds. It consists of a vertical cylindrical polycarbonate chamber connected to a reservoir containing the culture medium in a closed loop arrangement. The connections between the bioreactor chamber and the reservoir and between the bioreactor and a peristaltic roller pump are made of silicone tubing, Multiple perfusion bioreactors, such as this were operated during experiments, using 140 units of coral scaffolds (each 3×3×3 mm3) for each bioreactor, and seeded with GFP-C3H10T1/2 cells. To establish the flow influence, an in vitro study was conducted with various flow rates. To investigate the osteogenic potential of bone constructs, an in vivo study was carried out using sheep MSCs, which were then subcutaneously implanted. The best flow rate determined for this bioreactor and this scaffold was the 10 mL/min and 8 weeks as following the subcutaneous implantation in sheep, all retrieved samples had areas of mineralized bone and osteoid, with osteocytes located inside the matrix and a film of osteoblasts coating the newly deposited bone. 96
Gardel et al., in 2013, 97 developed a single chamber Bidirectional Continuous Perfusion Bioreactor (BCPB). The BCPB is composed by one vacuum and one peristaltic pump, connected through of a circular flow system, which are connected via gas-permeable, silicone tubing and tubing connectors, and also for rotational engines located in specific places, aiming at creating shears stresses, due to the medium flow perfusion using different gradients of pressure, to induce mechanical stimulations to the cells seeded onto the scaffolds. The passage of the flow from the interior to the exterior of the 3D support or from the exterior to the interior of the 3D support is carried out through the use of a rigid tube (polycarbonate) with perforations in its central part and that has the same length of the 3D support (that can have variable dimensions). This tube, containing the scaffold, is connected to a circular system and is located coaxially inside of the culture chamber. This culture chamber has four exits/entrances and is tightly closed, by that same circular system, which allows the control of the flow and the gradient of pressure inside of the chamber and inside of the perforated tube. Therefore, this system enables to control the perfusion rate and gradient of flow, in the interior of the cell-scaffold constructs in culture, and it allow to culture constructs of significant dimensions, as it enable the access of nutrients to the interior of the material and the removal of the metabolic products from the interior of this, enabling the maintenance of the cells the viability. To prove the feasibility of this perfusion system, preliminary in vitro studies using SPCL fibbers mesh scaffolds (with 16 mm in diameter and 3 mm thickness with a concentric hole of 6 mm), were seeded with goat marrow stromal cells with and stacked, completing a 42 mm thick construct. The samples were cultured for a period of 14 and 21 days of culture in the bioreactor at a flow rate of 1 mL/min, using static cultured constructs as controls. The results showed higher ALP activity levels in dynamic cultures (14 days of culture) than those obtained under static conditions. SEM and histological images showed cells occupying the interior of the scaffolds cultured in the bioreactor, while cells were predominantly on the surface of the GBMC–SPCL constructs in the static cultures. 97
In summary, the systems currently available for the culture of large sized constructs, described in this review, differ considerably with respect to ease of use, cost-effectiveness, and degree of additional osteogenic stimuli provided, as well as monitoring and manipulation options. Further optimization of these systems may be achieved by adapting specific stimuli and by combining biophysical and biochemical stimuli within one system. However, a major challenge will be the translation of such bioreactor-based concepts into clinically applicable designs, because this requires adapting current designs or developing new bioreactors that enable culturing constructs of large dimension for clinical use, in accordance with Good Manufacturing Practices.
Large Animal Models
Selection of appropriate animal models
Desirable attributes of an animal model include demonstration of similarities with humans, both in terms of physiological and pathological considerations, as well as being able to observe numerous subjects over a relatively short time frame.98,99 When deciding on the species of animal for a particular model there are several factors that should be considered, namely cost to acquire and care for animals, availability, acceptability to society, tolerance to captivity, and ease of housing. The welfare and housing of animals is usually covered by a Federal Animal Protection Act and may vary slightly between countries. The Animal Protection acts outline the minimum requirements in terms of housing dimensions, lighting, flooring etc. and must be complied with when undertaking an animal study. Other factors include low maintenance care, ease of handling, resistance to infection and disease, inter-animal uniformity, tolerance to surgery, adequate facilities, support staff, and an existing database of biological information for the species, ease of adaptability to experimental manipulation, ecological consequences and ethical implications.22,100 More specifically, for studies investigating bone-implant interactions, an understanding of the species specific bone characteristics–such as bone microstructure and composition, as well as bone modeling and remodeling properties, are important when later extrapolating the results to the human situation. Finally the size of the animal must be considered to ensure that it is appropriate for the number and size of implants chosen. 22
Within a field of study, no single animal model will be appropriate for all purposes, nor can a model be dismissed as inappropriate for all purposes. Furthermore, multiple model systems are likely required to establish a broad body of knowledge. 101 International standards established regarding the species suitable for testing implantation of materials in bone, state that dog, sheep, goat, pig are suitable large animal models. At least two of each of the species mentioned above should be used for assessing each treatment at each implantation period. 22
Animal models in bone repair research
Animal models in bone repair research include representations of normal fracture healing, segmental bone defects, and fracture nonunions in which regular healing processes are compromised with the presence of a critical-sized defect site. 102 In critical-sized segmental defect, models bridging of the respective defect does not occur despite a sufficient biological microenvironment, due to the removal of critical amounts of bone substance. In contrast, in a true nonunion deficient signaling mechanism, biomechanical stimuli or cellular responses may prevent defect healing rather than the defect size. 103 Bone composition and biology of dog, sheep, goat, and pig are very similar to those of humans. Reviews of the literature comparing bone structure, composition, and biology in these animals identify modest differences in cancellous and cortical bone density at various sites, magnitude of sexual dimorphism, the age at which peak bone mass is achieved, and the rate and extent to which haversian remodeling replaces plexiform lamellar bone in the cortex of long bone. 104 However, these points of variation do not provide evidence that any one of these animals provides a better match for human bone biology than the other. 105 In a variety of study designs, pigs are considered the animal of choice and were described as a highly representative model of human bone regeneration processes in respect to anatomical and morphological features, healing capacity and remodeling, bone mineral density and concentration.106,107 Pigs tend to be least used, 108 likely due to difficult temperament, anatomically short and thick long bones, and large size. The short bones do not allow for large gap defects because adequate fixation is difficult to achieve, 105 which leads to the need for special implants, as one cannot use implants designed for human use. 103 Nonhuman Primates (NHPs) are sometimes held up as the model of choice for prediction of clinical performance for bone repair and regeneration methods. This supposition is based on arguments of evolutionary proximity and similar structural anatomic, endocrine, digestive, and dietary features and immunology. Of the three common NHP species, only the baboon approaches the skeletal size range that humans share with large canines, sheep, and goats. NHPs are very expensive and present husbandry challenges that preclude models involving intensive wound assessment, management, or immobilization. Although NHPs do not have companion animal status, arguments of perceived evolutionary affiliation raise social and ethic questions related to increasing their use in research. 105 Dogs are used most due to a rich background of prior experience, ease of husbandry, and accessibility. A large literature characterizing canine models supports continued preferential use of dogs in many settings, particularly in bone marrow biology and transplantation immunology.109–115 The use of dogs is being challenged, however, by social concerns regarding the dog as a companion animal. 105 Although, the use of dogs as experimental models has significantly decreased mainly due to ethical issues, between 1998 and 2008 ∼9% of articles published in leading orthopedic and musculoskeletal journals described dogs as animal models for fracture healing research. 108 Mature sheep and goats possess a body weight comparable to adult humans and long bone dimensions enabling the use of human implants. 116 Sheep are readily available and docile, but can be frail and less resilient, particularly when not in a group. Goats are similar in size and skeletal anatomy to sheep; they have a thinner coat and less muscular bulk, and are more tolerant of stress and isolation. 105 The mechanical loading environment occurring is well understood.117,118 Since no major differences in mineral composition 119 are evident and both metabolic and bone remodeling rates are akin to humans, 120 sheep and goats are considered a valuable models for human bone turnover and remodeling activity,103,121 making them an increasingly viable alternative for bone research. 105
Ovine models
Ovines are a convenient large animal model for biomedical research because of ease of handling and housing, animal cost and acceptance to society as a research animal. 122 Sheep are long boned, and allow the use of many systems of internal fixation. Sheep are readily available and docile, but can be frail and less resilient, particularly when not in a group. 105 They are a less expensive animal model versus other species, and their size is conducive to the insertion of prosthetic implants comparable to those implanted in humans. The age of the animals, the timing of the study, and the duration of the experiment have to be considered in sheep versus other species. The use of a few widely accepted standardized sheep breeds would make interlaboratory comparisons easier, and disclosure of reproductive and dietary histories could further aid our understanding of the efficacy of this animal model. 104 The number of sheep used in orthopedic research is increasing in the last decade involving fractures, osteoporosis, bone-lengthening and osteoarthritis, in comparison with companion animals. 123 This increase in usage may be related to the ethical issues and negative public perception of using companion animals for medical research. 22 Adult sheep offer the advantage of having a more similar body weight to humans and having long bones of dimensions suitable for the implantation of human implants and prostheses. 116 Sheep are described as having a predominantly primary bone structure in comparison with the largely secondary bone of humans. Age-related changes in bone structure are also described; adult sheep have a plexiform bone structure comprising a combination of woven and lamellar bone within which vascular plexuses are sandwiched. Secondary, Haversian (osteonal) remodelling in sheep is more prevalent in old sheep. Aging results in secondary haversian remodeling that becomes more extensive at specific locations, such as the posterior aspect of long bones and in ribs. 104 Haversian canal distribution has been shown to be less dense in ovine bone than in human bone 124 and has been described as not uniformly distributed. 22 Differences in bone density exist between the human and sheep, whereby sheep bone shows a significantly higher density and subsequently greater strength. Bone location must be considered when contemplating differences between human and sheep bones. In terms of mineral composition, humans and animals do not show significant differences. 22 Despite the differences in bone structure being recognized, studies show that sheep are a valuable model for human bone turnover and remodeling activity. 121 As found in other species, it is likely that bone location may also alter bone composition and turnover in the sheep. 22
Caprine models
As previously mentioned, goats are similar in size and skeletal anatomy to sheep but have a thinner coat and less muscular bulk, and are more tolerant to stress and isolation. 105 Goats are generally classified as gentle, inquisitive, placid, and easy to handle, as well as clean and hardy in nature, 104 making them an increasingly viable alternative for bone research. 105 Like sheep, goats are considered food producing animals and thus, also have the advantage of less critical public perception when used for research, than companion animals. When compared to other species, sheep and goats are reported to be more tolerant to environmental conditions. 125 Histologically, the tibial cortical bone of goats does not have homogeneously distributed Haversian systems (concentrically oriented lamellar bone containing a centrally located blood vessel, also known as osteons). Similar to the sheep, where the haversian systems are nonuniformly distributed throughout individual bones, in the goat, the Haversian systems are located primarily in the cranial, cranio-lateral and medial sectors of the tibial diaphysis, while the caudal sector is mainly comprised of lamellar bone (where the collagen fibers are arranged in sheets and do not contain a central blood vessel). 126 Liebschner, in 200498 showed that, while there are small differences in the apparent and ash density between the goat and humans, these differences are probably not as significant as the differences found between anatomic sites of the same species. 98 The mineral composition of bone does not vary significantly across species and therefore, one could conclude that this also holds true for the goat. 22 Goat has a metabolic rate and bone remodeling rate similar to that of human's presenting a suitable animal model for testing human implants and materials as they are considered.120,127 However, the rate at which a bone graft is revascularised and converted into a vital trabecular structure is found to be faster in the goat, occurring at ∼3 months in comparison to 8 months in humans. There is little information comparing the utility of goats versus sheep for implant-related studies. Therefore, the choice of which small ruminant to use most likely depends on availability and other factors. 22
Cell culture approach
The possibility of isolating and expanding MSCs from a small sample of bone marrow and directing them to the osteogenic phenotype has been demonstrated for both animals (goats and sheep). Autologous approaches have also been considered in previous studies demonstrating that both ovine and caprine bone marrow MSCs have high viability and proliferation rates when fresh or after being cryopreserved,97,128–132 avoiding immune complex problems that interfere with the regenerative process, as well as with the patient follow-up. However, further studies should provide better understanding of the importance of the differentiation stage, as well as the time needed for osteogenic supplementation, to induce significant changes in bone formation in vivo. 133 Furthermore, future studies should also focus on the standardization of animals used, considering different races, different ages (young, adult, and old), because it is well known that cells from different animals exhibit high variability in terms of proliferation and differentiation patterns.
Critical/Cylindrical Size Defects
Critical-sized defects are defined as ‘‘the smallest sized intraosseous wound in a particular bone and animal species that will not heal spontaneously during the “lifetime of the animal”103,134–136 or as a defect, which shows less than 10 percent bony regeneration during the lifetime of the animal.103,137 However, this has been redefined as segmental bone deficiencies of a length exceeding 2–2.5 times the diameter of the affected bone.103,138,139 Furthermore, critical defect size should also be defined in relation to the evaluation period of the study. For example, Pearce et al. 2007, 22 refer that long term implantation periods for these species are given as 12, 26, 52, and 78 weeks. 22 Previous studies are described in the literature using different implantation periods in large animal models. For example, Berner et al, 140 reported good results in terms of new bone formation upon implantation of cell-scaffold constructs for 6 and 12 weeks, while Rentsch et al. 141 reported the same type of results upon 12 to 48 weeks of implantation, but the methodology used to develop both studies was different.140,141
A critical defect in long bones, however, can hardly be defined by size only. The phenomenon of regeneration is also influenced by species, anatomic location, associated periosteum and soft tissue, and biomechanical conditions, as well as age, metabolic and systemic influences, and related injuries affecting defect healing.103,134,138
Congenital abnormalities, cancer resections, nonunions or traumatic incidents are very common both in human and in veterinary traumatology, and as suggested above, these problems do not heal or regenerate spontaneously. In fact, the currently available therapies that are usually used in such clinical scenarios, mostly consisting on the use of auto or allografts, present several disadvantages. Tissue engineering, using scaffolds and stem cells offer the potential to overcome such limitations. Therefore, it is important that studies on scaffolds development for such applications envision the need for obtaining constructs with a cylindrical shape, as long bones show anatomically a cylindrical shape, and thus, facilitating the translation to clinical settings. The composition of the defect generally includes periosteum, cortical bone, and endosteum. After suture, the opening of the defect is bounded by overlying muscle or fat. The base of the defect may be cancellous bone and marrow, cortical bone, or muscle/fat, depending on defect length and orientation within the long bone. In general, defects in the metaphysis of young large animals will be comprised of highly vascular hematopoietic marrow. However, marrow in defects in the diaphysis will generally be fatty or yellow marrow, which is still vascular, but far less cellular. Advancing age in animals will also increase the ratio of fatty to hematopoietic marrow, changing the biological environment of the graft site. Soft tissue encroachment does not compromise bone formation in most cylindrical defects. Regardless, cylindrical critical defects can be very sensitive to detecting differences in efficacy between osteoconductive scaffold materials, as well as the effects of bioactive factors and cell transplantation. The uniform radial geometry of cylindrical defects also provides the potential for control and modeling of biological gradients relevant to bone regeneration. Due to the pattern of diffusion and vascular ingrowth that must be oriented from the periphery to the center of the defect, cylindrical defects are particularly well suited for time-oriented studies of mass transport (e.g., the influence of diffusion, cellular metabolic demand, local oxygen delivery or generation, or gradients in the delivery of bioactive factors), degradation rate of implants, cell transplantation (survival and migration) and variables modulating the rate of bone or tissue ingrowth or vascular invasion into an implant. 105
Creation of the Cylindrical Critical Size Defects in Large Animals
Osteotomy approach techniques are used for the creation of cylindrical critical size defects and can be performed by using a CO2 Laser,142,143 Oscillating saw,138,144–152 Gigli saw,153,154 treaded saw 155 and a chisel/osteotome.156–158 The edges of the defect are usually cut straight with less trauma but there are advantages and disadvantages in the choice of each technique. The CO2 laser produces a cut with little trauma, it's the most accurate to perform the osteotomy but quite expensive. Kuttenber et al., 143 demonstrated that bone healing is similar and undelayed after both laser and oscillating saw. For practical applications, precise control of the depth of laser cutting and easier manipulation of the osteotome are required. 143 The oscillating saw makes a straight cut without causing trauma to surrounding soft tissue and bone thermal necrosis caused by cutting blade unit can be avoided by a continuous irrigation of saline solution at the time of the cut; the technique of holding the cutting is easy and fast and cheaper when compared with the CO2, but more expensive when compared with the manual saws. Manual saws are much cheaper than all others, but require physical strength to make the cut and the start of this may not be accurate due to the difficulty of supporting the saw on the rounded and smooth bone surface, and care must be taken not to cause damage to surrounding soft tissues. The chisel (osteotomes) techniques require a hammer to be performed, and is not the best choice to perform an osteotomy in a long bone as it may cause jagged cuts in the bone surface.
Fixation of the Cylindrical Critical Size Defects in Large Animals
To simulate human in vivo conditions as closely as possible, a variety of large cylindrical critical size defect models, mainly in sheep and goat, have been developed in the last decade to investigate the influence of different types of bone grafts on bone repair and regeneration. The method of fixation is an important variable to be studied in large cylindrical critical size defect models. Fixation should not only reflect what occurs in the clinic but also provide sufficient rigidity to support bone healing. 159 The method of fixation is more important for defects within weight-bearing bones than the nonweight-bearing bones. 160 At present, most long bone defect models use bone plates, interlocking intramedullary nails, and external fixator to fix the defect; thus, reflecting the situation within the clinic. 159
Sufficient reduction and stability can be achieved by bone plates even in complicated fractures. 161 Bone plate osteosynthesis is performed using standard instrumentation, differing according to the size of the implant and the type of plate fixation. Most studies on bone tissue engineering using caprine and ovine models are performed in the diaphyseal bone (tibia, femur) requiring the use of cortical screws that are a very efficient devices for fixing a splinting device, such as a plate. The goal is to achieve as much contact area as possible in a sufficiently stable implant of minimal size; it is recommended that the screw diameter should not exceed 40% of the diameter of the bone. There are a number of different sizes of cortex screws available to enable fixation of bones of different diameters. Newly developed screws for use in humans, such as self-tapping screws, monocortical screws and those used in locking systems, are likely to find an increasing application in animal models. Various types of bone plates are available in the market for use as bone fixation methods, such as dynamic compression plates (DCP), limited contact DCP (LC-DCP), locking compression plates (LCP), non DCP and reconstruction plates. For sheep and goat weighing between 15 and 45 kg, plates with screws of 3.5 and 4.5 mm are used, but for weights superior of these values the use of screws 5.5 mm should be considered. However, conventional bone plates can result in histologically and radiologically verifiable bone loss, which has been attributed to stress protection (Wolff's law). An increase in cortical bone porosity proximate to the plate soon after bone plate osteosynthesis has been observed. This porosity is explained by impaired vascular perfusion underneath the plate due to high compression forces between plate, periosteum, and bone.103,162 New plate systems were developed where load and torque transmission act through the screws (interlocking screws), the stabilization system acts like an external skeletal fixator (ESF) making a total plate–bone contact unnecessary to achieve stable fixation. 103 The plates can be placed in three different functions: compression mode (the plate creates an axial compression), neutralization mode (the plate protects the interfragmentary compression), biological mode (the plate acts as a splint to maintain the correct length of the bone and the normal spatial alignment of the joints proximal and distal to the fracture).
For example, to study the effects of different bioceramics during bone repair of a tibial defect model in sheep of 16 mm length, Gao et al., 163 implanted biocoral and TCP cylinders. The defects were stabilized medially using two overlapping contoured autocompression plates of 4 mm thickness (eight and six holes) and cortical screws. 163 However, this method of fixation is not commonly used in the clinical practice. A DCP stainless steel plate was used by Kirker-Head et al., 164 for the stabilization of a 25 mm long mid-diaphyseal critical size defect in long bone of the sheep, to observe the use of recombinant human BMP-2 and a poly [D, L-(lactide-co-glycolide)] in 1 year of the long-term healing. 164 Several studies selected this as a method of fixation bone plate for osteosynthesis. Wefer et al., 165 used as a method of fixing an anterolateral plate to implant a porous hydroxyapatite scaffold in a 20 mm critical size defect in the sheep long bone, to develop and test a scoring system based on real-time ultrasonography. 165 Meinel et al., 148 performed a noncritical 10 mm segmental tibia defect using for stabilization a 3.5 mm of 11 hole DCP plate, to study the treatment of bone defects by releasing of the insulin-like growth factor(IGF-1) from biodegradable poly(lactide-co-glycolide) microspheres. 166 To evaluate a synthetic calcium phosphate multiphase biomaterial, Mastrogiacomo et al., 167 created a 48 mm tibial defect model in sheep and stabilized with a 4.5 mm neutralizing plate. 167 However, Reichert et al., 103 in their review article reported that they observed bent plates and axial deviations in presented X-ray and CT images, and concluded that the chosen fixation, performed by Mastrogiacomo et al., seemed insufficient in this study. 103 Teixeira et al., 168 created a tibial critical size defects of 35 mm size, being the bone defects in the diaphysis of the sheep stabilized with a titanium bone plate (103 mm in length, 2 mm thickness, and 10 mm width), but as reported by the authors, plate bending occurred in 42% of the animals most likely caused by insufficient thickness of the fixation device. 168 To demonstrate that the compartmentalization of tissues may have an important role in bone regeneration in long-bone defects, Klaue et al., 169 created a foreign-body membrane with a temporary poly-methylmethacrylate spacer with the same critical size of the defect created (30 mm) on mid-diaphyseal of the sheep femurs and stabilized with an eight-hole, 4.5 mm low covering dynamic-compression plate (LC-DCP). The obtained results suggested that regeneration of bone can be enhanced by compartmentalisation of the bone defect. 169 To study the different immunological characteristics between Human and ovine MSCs, Niemeyer et al., 150 applied a xenogenic transplant (human MSCs) and an autologous transplant (ovine MSCs) to a sheep animal model. For this purpose, they performed a critical size defect of 30 mm on the tibial diaphysis and stabilized it with a seven-hole LCP and self- taping screw. The results demonstrated that the xenogenic transplantation of human MSCs led to poorer bone regeneration than the autologous transplantation of ovine MSCs. Nevertheless, no local or systemic rejection reactions could be observed after xenogenic transplantation of human MSCs. 150 To investigate whether MSCs and osteogenic protein-1 (OP-1) can improve allograft integration, Bella et al., 170 performed a 30 mm full-size bone defect in the mid-diaphysis of the metatarsal bone of a sheep and stabilized with a seven-hole titanium DCP (3.5 mm wide, 10.5 mm long). The results demonstrated that the association of MSCs and OP-1 improve bone allograft integration promoting an almost complete bone restoring when compared to other groups: allograft alone (control group), MSC group, OP-1 group. 170
A locked intramedullary nail is a stainless steel nail in which our titanium nail is placed within the medullary cavity and is locked to the bone by screws or bolts crosses the bone and passes through the holes in the nail. They are available in several diameters and can be locked with screws or bolts of 4.5 or 3.5 mm diameter and are the most suitable for use in ovine and caprine models. Locked intramedullary nails resist bending, axial, and rotational forces because they are locked with either bone screws or locking bolts. These are most effectively used to stabilize mid-diaphyseal fractures of the femur and tibia in animal models used in tissue engineering approaches and in the last decade several researchers have used this method for orthopedic fixation in their studies. To establish a new critical bone defect model of 30 mm, den Boer et al., 121 used an interlocking intramedullary nail (AO® unreamed humeral nail); the defect (30 mm length) was inflicted on sheep tibiae and bone healing was quantified through X-ray absorptiometry. 121 A study conducted by Bloemers et al., 171 indicated that new calcium phosphate based materials might be a potential alternative for autologous bone grafts. To conduct this study, they used a segmental tibial defect (30 mm) in sheep fixed by an AO unreamed interlocking titanium tibial nail. 171 To see the effect of platelet rich plasma on new bone formation in a 25 mm diaphyseal tibial defect in sheep, Sarkar et al., 172 stabilized the defect with intramedullary nail with locking screws on the proximal and distal surface and added stainless steel plate applied medially 172 The effect of chondroitine sulphate on bone remodeling and regeneration was investigated by Schneiders et al., 173 for which they performed a 30 mm tibial mid-diaphyseal defect site and reconstructed it using hydroxyapatite/collagen cement cylinders. The stabilization was achieved by insertion of a universal tibial nail (UTN, Synthes®; Bochum). 173 To investigate the feasibility of BMSCs on coral scaffold infected with adenoviral vector containing the BMP-7 gene (AdBMP7), Zhu et al., 152 performed a segmental bone defect of the 25 mm in length at the mid-portion of the femoral diaphysis of the goat, and stabilized this defect with an internal fixation rod and interlocking nails. 152
The interlocking intramedullary nail can be applied in two different ways, either static or dynamic compression. depending on the number of screws to use and their positioning(distal or proximal), the outcome of animal experiments and clinical retrievals strongly suggested that, particularly the mechanical load, has a positive effect on bone graft incorporation.174–176 To prove this, Bullens et al., 151 studied if a static or dynamic mode of nail fixation influenced the healing of segmental defect reconstructions in long bones. In this study, 35 mm critical size defects in goat femurs were reconstructed using a cage filled with firmly impacted morsellised allograft mixed with a hydroxyapatite paste (Ostim®). All reconstructions were stabilized with an interlocking intramedullary stainless steel unreamed femur nail and AO locking screws. Authors found that healing of these defects was not significantly influenced by the mode of fixation of the nail in this animal model. 151 To analyze the efficacy of allogeneic mesenchymal precursor cells in the repair of sheep tibial segmental defects, Field et al. 177 created 30 mm defects and stabilized them with a locking intramedullary nail and allowed to heal over a 9-month-period. The group treated with allogeneic cells and scaffolds displayed a significantly greater level of callus formation and rate of bone apposition in the defect, compared to the scaffolds without cells. 177
ESF and circular external fixation (Ilizarov model) are two types of the bone fixation, which have been more widely used in large animal studies, offering versatility and smooth application. In fact, They offers major advantages over “conventional methods” in the management of fractures caused by the creation of critical-size defects, as the fact that they are relatively easy to apply, maintaining limb use and joint mobility, are well tolerated by patients, have a low cost when compared to plate systems, and involve a relatively low risk procedure. In addition, external fixators are associated to minimal intra-operative trauma and the surrounding soft tissues are only marginally affected. The linear external fixators are composed of bars and clamps that can vary in amount depending on the type to be applied (type I frame, type II frame, and type III frame), being the type III frame the most strong of all. The distal and proximal bone fragments should be secured with at least two pins at each end, and the conformation of these pins can be, smooth pin, negative and positive threaded pins. One of the most common complications with linear external fixators is the pin loosening often resulting in pin track infections, but this complication can be eliminated with the use of positive threaded pins. The linear external fixation has been selected by some research groups as a method of bone fixation to be implemented. For example, to study the effect of bioresorbable polylactide membranes, applied alone and/or in combination with autologous bone graft, in bone healing, Gugala et al. 178 performed a critical defect of 40 mm in sheep tibia and stabilized with an AO external fixator type II frame. Only in groups where the defect was filled with autogenous cancellous bone graft and covered with a membrane, defect healing was observed. 178 Maissen et al. 179 studied the influence of rhTGFbeta-3 loaded on a poly (L/DL-lactide) carrier, as compared to the carrier only, autologous cancellous bone graft, and to untreated defects, on mechanical and radiological parameters of a healing bone defect in the sheep tibia. An 18 mm long defect was fixed with a unilateral (type I frame) external fixator and the results showed significant differences between the groups, indicating the autologous cancellous bone graft bone graft treatment performed better than the others group. 179
Based on its design and configuration, circular fixators are indicated for the treatment for lengthening or shortening bone, limb deformities, arthrodesis, nonunion and fractures by presenting greater rigidity and versatility, but few researchers choose this method for bone fixation in their studies in large animal models. Recently, Liu et al., 180 reported on the use of highly porous b-TCP scaffolds to repair 26 mm long goat tibial defects, stabilized using a circular external fixator. Study groups included defects treated with b-TCP ceramic cylinder loaded with osteogenically induced autologous bone marrow stromal cells, beta-TCP ceramic cylinder without cells and defects left untreated. X-ray, μCT and histological analysis performed at 32 weeks postimplantation showed that the porous beta-TCP ceramic cylinder loaded with cells led to was significantly better results than all the other groups. 180
A 10 Year View from Now, on the Future of Bone Tissue Engineering
Upon almost two decades of studies and developments in the field of TERM, many aspects related to this area are yet to be studied and/or developed. Drawbacks of of stem cell based therapies that have already been identified, such as: Heterogeneity of cell populations, genetic instability, high mutation rate during in vitro manipulations, and immune responses induced after stem cell transplantation, should be deeply studied and understood to achieve efficient solutions.
Concerning the in vitro culture of scaffolds-cells constructs, it is evident that bioreactors perfusion systems enable better results regarding the induction of osteogenic differentiation and de novo bone formation in vitro and in vivo, despite their more complex designs, as compared to static culturing systems. Nevertheless, many progresses can be made to facilitate and overspread the utilization of these systems in future. Studies should focus on determining optimal flow rates for each bioreactor/scaffolds/cell type combination and develop systems that can also be used for dynamic cell seeding, without prejudice of initial cell adhesion and proliferation. This could significantly reduce handling steps and enable more efficient bioreactors.
Large animal models (often referred to as “nonrodent species”) provide important advantages for studies aimed at assessing the in vivo functionality of TE constructs, including the large size bones, similarity to human physiology, and pathology and longer life, thereby facilitating the translation of the studies outcomes for predicting the behavior in humans. However, animal model studies need to be improved to better predict the effectiveness of the treatment strategies in clinical trials. Several possible causes of the disparity between the results of animal studies and clinical trials have been identified, including failure to acknowledge the limitations of animal models, inadequate animal data and conclusions from them, less than optimal disease models and overestimation of treatment efficacy. These problems should be addressed in the design and execution of preclinical animal model studies involving bone stem-cell based therapies. New horizons are opened in TERM, whether clinicians, surgeons, scientists, and entrepreneurs begin to work in multidisciplinary teams. These progresses will aid in ensuring that TERM fulfills the expectations for revolutionizing medical care.
Conclusions
Bone TERM has the potential to become a real alternative to autologous bone grafts, but before this can happen it is necessary to solve the problem of homogenously supplying oxygen and nutrient to cells within a large scaffold. Several bioreactors have been developed that hold potential to improve mass transfer in large cellular scaffold constructs and to apply favorable mechanical stimuli; thus, facilitating the cellular viability, proliferation and differentiation. One of the major breakthroughs was the development of the perfusion bioreactor system that increase the mass transfer of cellular scaffolds not only at the periphery but also within the interior of scaffolds, increasing cellular proliferation, and osteogenic differentiation. A significant volume of work was reported in this review, related to the use of perfusion bioreactor systems for bone tissue engineering. However, most perfusion bioreactors described herein do not enable the culture of large constructs. Thus, additional efforts are required to develop improved design for the successful culture of large scaffolds to be used in clinical settings. Given the amount of research conducted on many bioreactor systems, the next obvious step should be the evaluation of constructs developed in perfusion bioreactors, using large animal models and critical size defects, to enable easier translation of outcomes to the clinical scenario. However, little work has been reported using perfusion bioreactor cultured bone tissue engineering constructs implanted in critical size defects animal models. Therefore, the selection of an experimental model, to access the feasibility of a determined tissue engineering concept, is critical to the success of the preclinical studies and must be considered in the light of the proposed ideas to be tested. The rapid progression of this research area and the great number of novel developments must be supported by systematic assessment based on clinical practicability and experience, the knowledge of basic biological principles, medical needs and commercial practicality. Preferentially, an animal model should match the clinical setting that it is to reflect, both in terms of creation of the defect and the cells or scaffolds that will be used for repairing it. It is clear that each of the species discussed here demonstrate unique advantages and disadvantages in terms of their appropriateness as a model for demonstrating the response of bone tissue to an implant material. Considerations should include the species and the type of defect (location, size, method of creation and repair, and fixation), as well as the post operation care and monitoring. Although there is no ideal animal model, a deep understanding of the differences of bone (macroscopic, microscopic and remodeling attributes) are likely to improve the choice of model and interpretation of these in vivo studies. Probably, a combination of different animal models for different strategies may be more realistic. However, to allow comparison between different studies is fundamental that animal models, methods of orthopedic fixation, surgical procedures and devices for measuring qualitatively, quantitatively and objectively the samples are standardized to achieve a reliable data pool as a base for future lines of research in TERM.
Footnotes
Acknowledgments
Leandro Gardel acknowledges the Portuguese Foundation for Science and Technology (FCT) for the PhD scholarship (ref SFRH/BD/66714/2009).
Disclosure Statement
None of the authors have any potential conflicts of interest to declare.
