Lapidus Bunionectomy (McGlamry Ch 13)
Definition & Historical Evolution
- Original concept
- 1st tarsometatarsal joint (1st TMT) is the anatomic apex of hallux valgus (HAV) deformity.
- True Lapidus = arthrodesis of 1st TMT plus fusion (or rigid screw fixation) between bases of 1st & 2nd metatarsals.
- Key milestones
- 1911 Albrecht – first 1st TMT arthrodesis.
- 1925 Truslow – term “metatarsus primus varus” (transverse-plane adduction of 1st MT).
- 1934 Lapidus – recommended fusion at metatarsocuneiform joint “mechanically sound apex.”
- Why popularity increased
- Better fixation hardware, faster bone healing, 3-D anatomical understanding.
- Ability to correct triplanar deformity, not just transverse inter-metatarsal angle.
Classical (Severity-Based) Indications
- Reserved for severe IM angle deformity:
- Condon 2002: severe = IMA\ge 16^{\circ}.
- Coughlin & Jones 2007 followed same.
- Other classic triggers
- Symptomatic osteoarthritis at 1st TMT (uncommon in HAV).
- First-ray elevation / hypermobility (aka “functional instability”).
- Root 1977: hypermobility = excessive equal dorsal & plantar displacement compared to 2nd ray.
- Dynamic Hicke test (Roukis & Landsman 2003).
- Windlass engagement loss documented by Rush 2000.
- Sagittal signs: 2nd-ray stress fractures, plantar gapping at 1st TMT (Fig 13.1).
- Transverse signs: positive “splay test” (Weber 2006), 73.8 % transverse instability in HAV (Fleming 2015).
Triplane Classification & Modern Indications
- Concept shift: anatomic-based, no longer severity-based.
- 1st TMT is CORA (center of rotation & angulation) for HAV (Paley 2002).
- Majority of HAV feet show frontal-plane valgus rotation (14.5° vs 3.1° normals – Scranton 1980; 12.7° – Mortier 2012).
- Hatch et al. 2018 Triplane HAV Classification (Table 13.1)
- Class 1 → increased HVA & IMA, no MT pronation.
- Class 2A/2B → MT pronation ± sesamoid subluxation.
- Class 3 → IMA>20^{\circ} + metatarsus adductus.
- Class 4 → DJD at 1st MTP.
- Treatment algorithms add “first-met inversion” & sesamoid release when pronation present.
- Current indications
- Any HAV with IM increase and/or frontal-plane rotation.
- Anatomic apex accessible at 1st TMT; allows simultaneous transverse/sagittal/frontal correction.
- Adjacent-ray fusion (MC–2MT or IC joints) when first–second ray instability exists.
Radiographic & Clinical Planning
- Weight-bearing AP
- Measure IMA, HVA; both reproducible.
- DMAA/PASA unreliable; changes with MT rotation.
- Tibial sesamoid position (TSP) appears worse with MT pronation; rely on axial view/CT.
- Weight-bearing axial sesamoid view
- Quantifies MT eversion & true sesamoid displacement (Fig 13.2).
- Lateral view
- Assess Meary angle, Seiberg index; note first-ray elevation.
- Philosophy: do NOT rigidly follow numeric cut-offs; evaluate full 3-D relationships.
Anatomy & Biomechanics
- 1st ray – inherently unstable; stabilizers:
- Static: 1st TMT surfaces, intercuneiform, MC–2MT base, plantar 1MT–MC ligament.
- Dynamic: plantar aponeurosis (windlass); peroneus longus (locks ray in eversion & elevates talus).
- Medial cuneiform obliquity not correlated with HAV (Vyas 2010 plus others).
- Doty cadaver metrics:
- 1st TMT depth 28.3\pm? mm, width 13.1\pm? mm; lateral inclination 26.5^{\circ}.
- Windlass & peroneus longus function improve after Lapidus (Bierman 2001).
Surgical Technique Highlights
- Incision choices:
- Long dorsal (favours 3-D visualisation) vs medial cosmetic approach.
- Sequence (multiplanar philosophy)
- Fully mobilise 1st TMT; release any lateral MTP ankylosis.
- Use joystick pins / jigs; simultaneously correct
- Transverse (reduce IMA → target \le 4^{\circ}),
- Sagittal (neutralise elevation/depression),
- Frontal (derotate until sesamoids collinear; abolish “lateral round sign”).
- Confirm under fluoroscopy; anatomical landmarks > arbitrary angles.
- Sesamoid management
- If axial view shows displacement, perform lateral capsular/sesamoid release (Fig 13.3).
- Adjacent fusions (Fig 13.5)
- MC–2MT base or IC joints for residual transverse/sagittal instability.
- Bone preparation
- Preferred: complete removal of cartilage & subchondral plate with low-heat saw + drill-bit fenestration → autogenous chips retained (Fig 13.8).
- Curettage alone may leave \approx 50\% calcified cartilage (↓ surface area).
- Aim ≤ 3\,\text{mm} shortening.
- Fixation constructs
- Traditional: 2!\text{–}3 crossed compression screws → need 6 wk NWB.
- Plate + screw combos permit earlier WB.
- Biplanar locked plates (Dayton 2018): biologic micromotion (Perren 2002) → callus, stable union; protected WB within 1 wk (Fig 13.9).
- Immediate WB achievable with robust constructs (Basile 2010; Prissel 2016 level-III no union difference early vs delayed).
Post-operative Protocol (typical modern)
- Day 1–7: Bulky dressing, partial WB in CAM boot as tolerated.
- Week 1–6: Protected WB boot, active ROM exercises to minimise stiffness/DVT.
- Week 6+: Transition to regular shoe if radiographic union progressing.
- Emphasise patient factors: smoking, diabetes, metabolic bone disease must be optimised.
Complications & Recurrence Drivers
- Shortening, dorsiflexion elevation, non-union, neuropraxia (medial dorsal cutaneous nerve), recurrence.
- Non-union rates
- Literature 5\%!\text{–}!10\%; meticulous prep + shear-strain graft 2.7\% (Mani 2015).
- Recurrence predictors
- Inadequate sesamoid reduction (Okuda 2009, Shibuya 2018).
- Undercorrected IMA / 1–2 MT angle (should be \le4^{\circ}).
- Mitigation
- Ensure triplanar correction; consider adjacent fusion when instability; verify neutral sagittal alignment intra-op.
Surgical Pearls & Pitfalls
- “Correct first, cut second” – apply jig only after provisional triplanar reduction.
- Always release sesamoids if subluxed on axial imaging.
- Multiplanar locking plates = less intra-fusion bone sacrifice, better surface area.
- Avoid excess soft-tissue stripping; maintain full-thickness flaps for blood supply (Fig 13.7).
Summary Take-Home Messages
- 1st TMT fusion (Lapidus) now viewed as primary HAV correction because it sits at anatomic CORA and permits comprehensive 3-D realignment.
- Indications focus on anatomy (IMA increase, MT pronation, instability), not degree severity charts.
- Radiographs must include weight-bearing axial view or CT; AP alone is misleading for sesamoids & DMAA.
- Modern technique = minimal dissection, full cartilage removal, fenestration, locking biplanar plate fixation, early protected weight bearing.
- Success hinges on:
- Complete multiplanar correction (target IMA\le4^{\circ} & collinear sesamoids),
- Stable fixation allowing biologic micromotion,
- Recognition/management of first–second ray instability.
- Severe deformity historical cutoff: IMA\ge 16^{\circ}.
- Triplane class 3 criterion: HVA+IMA>20^{\circ} with metatarsus adductus.
- Average valgus rotation in HAV: \approx 12!\text{–}!15^{\circ} (various CT studies).
- Desired postoperative IMA\le 4^{\circ}.
- Cadaveric 1st TMT dimensions: depth 28.3\,\text{mm}, width 13.1\,\text{mm}, lateral inclination 26.5^{\circ}.
Quick Reference Connections
- Windlass mechanism → plantar aponeurosis; restored by sesamoid realignment.
- Peroneus longus → improved lever arm after Lapidus, enhancing first-ray stability.
- Biologic fixation philosophy → Perren 2002: controlled micromotion fosters callus; applied via biplanar plates.