BONE REMODELING
BMU Concept | Coupling Mechanisms | RANK/RANKL/OPG Axis | Wolff's Law
BONE REMODELING PHASES
Critical Must-Knows
- Basic Multicellular Unit (BMU) is the functional remodeling team of osteoclasts and osteoblasts
- Coupling links resorption to formation via local factors (TGF-β, IGFs, BMPs) released from bone matrix
- RANK/RANKL/OPG axis is the master regulator of osteoclast formation and bone resorption
- Wolff's Law: bone adapts to mechanical loading via mechanotransduction through osteocytes
- Sclerostin (from osteocytes) inhibits Wnt signaling to suppress bone formation when loading is low
Examiner's Pearls
- "Remodeling removes microdamage and adapts bone architecture to mechanical stress
- "Cortical bone remodels at 2-3% per year; trabecular bone at 25% per year
- "Osteocytes sense mechanical strain and orchestrate remodeling via sclerostin regulation
- "Coupling imbalance causes metabolic bone disease (osteoporosis when formation less than resorption)
Clinical Imaging
Imaging Gallery



Critical Bone Remodeling Exam Points
BMU Concept
Basic Multicellular Unit is the anatomical-functional team that remodels bone. Contains osteoclasts (resorb), osteoblasts (form), blood vessels, and nerves. Cortical BMU equals cutting cone; trabecular BMU equals resorption cavity.
Coupling Mechanism
Coupling ensures resorption is followed by formation. Mechanisms: (1) Local factors from matrix (TGF-β, IGFs), (2) osteoblast-derived signals (ephrin-Eph), (3) physical proximity in BMU space.
RANK/RANKL/OPG System
Master regulatory axis. Osteoblasts produce RANKL (activates osteoclasts) and OPG (blocks RANKL). RANKL:OPG ratio determines remodeling rate. Target of denosumab and estrogen therapy.
Mechanical Regulation
Wolff's Law: mechanical loading increases bone mass; unloading decreases it. Mechanism: osteocytes sense strain, reduce sclerostin (disinhibit Wnt), increase formation. Anti-sclerostin (romosozumab) mimics loading effect.
At a Glance
Bone remodeling is the continuous process of removing old or damaged bone and replacing it with new bone, occurring via the Basic Multicellular Unit (BMU)—a coordinated team of osteoclasts (resorption) and osteoblasts (formation). The cycle follows Activation-Resorption-Formation-Quiescence (ARF-Q) phases, lasting 3-6 months with 10% of adult skeleton replaced annually. Coupling links resorption to formation through local factors (TGF-β, IGFs, BMPs) released from the bone matrix, while the RANK/RANKL/OPG axis serves as the master regulator of osteoclast activity—the target of denosumab. Wolff's Law describes how osteocytes sense mechanical strain and modulate sclerostin expression to adapt bone architecture to loading demands.
ARF-QARF-Q - The Remodeling Cycle Phases
Memory Hook:ARF-Q: Ask Radiologists For Questions about bone remodeling phases!
COUPLECOUPLE - Mechanisms Linking Resorption to Formation
Memory Hook:COUPLE: How bone cells work together - resorption and formation are COUPLEd!
WOLFFWOLFF - Mechanical Regulation of Bone Remodeling
Memory Hook:WOLFF's Law: Bone adapts to load - remember the German surgeon Julius Wolff!
Overview
Bone remodeling is the lifelong process of coordinated bone resorption and formation that maintains skeletal integrity, repairs microdamage, and regulates calcium homeostasis. It occurs in discrete anatomical-functional units called Basic Multicellular Units (BMUs).
Why Bone Remodels
Structural maintenance:
- Remove microcracks and fatigue damage before catastrophic failure
- Prevent accumulation of old bone with reduced mechanical properties
- Replace approximately 10% of adult skeleton annually
Metabolic function:
- Mobilize calcium from bone to maintain serum calcium homeostasis
- Respond to PTH and vitamin D for calcium/phosphate regulation
Mechanical adaptation:
- Wolff's Law: bone architecture adapts to mechanical stress patterns
- Optimize strength-to-weight ratio for functional demands
Coupling is Essential
Coupling is the mechanism that ensures bone formation follows resorption in the same anatomical location. Uncoupling (when formation does not match resorption) leads to metabolic bone disease. In osteoporosis, formation is insufficient to replace resorbed bone, causing net bone loss.
Concepts and Mechanisms
Fundamental Principles of Bone Remodeling:
-
Basic Multicellular Unit (BMU) Concept
- The anatomical-functional team executing remodeling
- Contains osteoclasts, osteoblasts, blood vessels, canopy
- Ensures spatiotemporal coordination of resorption and formation
-
Coupling Mechanism
- Links bone resorption to subsequent formation
- Matrix-derived factors (TGF-β, IGFs, BMPs) released during resorption
- Cell-cell signaling (ephrin-Eph, RANKL-RANK)
- Physical proximity within BMU architecture
-
RANK/RANKL/OPG Regulatory Axis
- Master control system for osteoclast activity
- RANKL:OPG ratio determines resorption rate
- Target of pharmacologic intervention (denosumab)
-
Mechanotransduction and Wolff's Law
- Osteocytes sense mechanical loading via fluid flow
- Sclerostin regulation translates mechanical signals to cellular responses
- Loading decreases sclerostin, increasing bone formation
- Unloading increases sclerostin, causing bone loss
-
Hormonal Integration
- PTH, vitamin D, estrogen, glucocorticoids modulate remodeling
- Systemic hormones adjust remodeling to meet metabolic demands
- Balance between structural integrity and calcium homeostasis
Anatomy
Bone remodeling occurs throughout the skeleton but is governed by distinct anatomical sites and cellular structures. Understanding the anatomy of remodeling sites, the Basic Multicellular Unit (BMU), and the cells involved is essential for understanding how bone maintains itself.
Hierarchical Structure of Bone
Bone remodeling operates at multiple anatomical levels:
Anatomical Levels Relevant to Remodeling
| Anatomical Level | Structure | Remodeling Characteristics | Clinical Relevance |
|---|---|---|---|
| Whole bone (macroscopic) | Long bone with cortical shell and trabecular metaphyseal/epiphyseal bone. Example: femur has thick cortical diaphysis (80-90% of cross-section) and porous trabecular ends. | Trabecular bone: high surface-to-volume ratio (20-30 m²/L vs cortical 2-5 m²/L), remodeling rate 25% per year. Cortical bone: lower surface area, remodeling rate 2-3% per year. | Metabolic bone diseases (osteoporosis, hyperparathyroidism) preferentially affect trabecular bone first due to higher remodeling rate. Vertebral compression fractures occur before hip fractures. |
| Tissue level (microscopic) | Osteons (Haversian systems) in cortical bone, trabeculae (packets) in trabecular bone. Osteon equals concentric lamellae around central canal (100-300 μm diameter). Trabecula equals 100-200 μm thick plate or rod. | Cortical remodeling creates new osteons (cutting cones tunnel through, fill with lamellar bone). Trabecular remodeling occurs on surface (hemi-osteons, scalloped resorption cavities filled with new bone). | Excessive cortical remodeling increases porosity (type 2 osteoporosis, hyperparathyroidism) weakening bone. Trabecular perforation (when resorption cavity crosses entire trabecula) causes irreversible microarchitectural damage. |
| Cellular level (ultrastructural) | Basic Multicellular Unit (BMU): anatomical-functional team of osteoclasts, osteoblasts, vasculature, nerves organized in specific spatial relationship. | BMU is the smallest remodeling unit. Cortical BMU equals cutting cone (longitudinal tunnel, ~1-2 mm long). Trabecular BMU equals resorption cavity on surface (~1 mm diameter). | Disruption of BMU organization (e.g., glucocorticoid excess causing osteoblast/osteocyte apoptosis) uncouples resorption from formation leading to bone loss. |
Cortical vs Trabecular Bone Remodeling Sites
Cortical Bone Anatomy for Remodeling
Structural organization:
- Haversian systems (osteons): Concentric lamellae (3-7 layers) surrounding central Haversian canal (contains capillary, nerve)
- Volkmann's canals: Transverse channels connecting adjacent Haversian canals, allowing vascular communication
- Interstitial lamellae: Remnants of old osteons between intact osteons (result of previous remodeling cycles)
- Cement lines: Basophilic lines marking boundaries between old and new bone (scalloped border of previous resorption cavity)
BMU anatomy in cortical bone (cutting cone):
- Leading edge: Osteoclasts (20-50 cells) form cutting head, resorb longitudinal tunnel (200 μm diameter, advance 20-40 μm/day)
- Reversal zone: 50-100 μm behind cutting head, mononuclear cells clean debris, prepare surface for formation
- Closing cone: Osteoblasts deposit concentric lamellae from outside inward (closing cone), filling 80-90% of resorbed tunnel
- Haversian canal: Unfilled central space (10-20 μm diameter) contains capillary, nerve; provides nutrient supply for osteocytes in surrounding lamellae
- Vascular supply: Capillary advances with cutting cone, supplied from periosteum/endosteum via Volkmann's canals
Dimensions:
- Cutting cone length: 1-2 mm
- Lifespan of single cortical BMU: 4-6 months
- Resorption phase: 2-3 weeks; formation phase: 3 months
- Result: New secondary osteon (Haversian system) replaces old bone
Clinical pearl: Excessive cortical remodeling (hyperparathyroidism, Paget disease) increases cortical porosity by creating more Haversian canals. Porosity greater than 20% significantly weakens bone (normal 5-10%). This explains why primary hyperparathyroidism causes cortical bone loss at radius more than trabecular bone loss at spine.
Cellular Anatomy of the Remodeling Team
Multinucleated giant cells (10-100 nuclei) derived from hematopoietic stem cells (monocyte-macrophage lineage). Size 20-100 μm diameter.
Specialized structures:
- Ruffled border: Deeply folded membrane facing bone surface, creates sealed resorption compartment (Howship's lacuna)
- Clear zone: Actin ring surrounding ruffled border, seals extracellular space (requires αvβ3 integrin binding to bone matrix RGD sequences)
- Basolateral membrane: Opposite side, HCO3-/Cl- exchanger maintains intracellular pH
Resorption mechanism:
- Vacuolar H+-ATPase pumps protons into sealed compartment, acidifying to pH 4.5 (dissolves mineral)
- Cathepsin K and matrix metalloproteinases (MMP-9, MMP-13) degrade collagen in acidified environment
- Transcytosis: endocytose degraded collagen, transport across cell, release at basolateral membrane into bloodstream (CTX fragments)
Lifespan: 2-3 weeks on resorbing surface, then undergo apoptosis.
Cuboidal cells (20-30 μm diameter) derived from mesenchymal stem cells. Arranged in single layer on bone surface during formation phase.
Specialized structures:
- Extensive rough endoplasmic reticulum: Synthesizes type I collagen (90% of bone matrix protein)
- Prominent Golgi apparatus: Packages osteocalcin, osteopontin, bone sialoprotein (non-collagenous proteins)
- Alkaline phosphatase on cell membrane: Hydrolyzes pyrophosphate (inhibitor of mineralization), generates phosphate for hydroxyapatite formation
Matrix production:
- Osteoid deposition: 1-2 μm per day (unmineralized collagen matrix)
- Mineralization lag: 10-20 days after osteoid deposition (allows collagen cross-linking)
- Total formation period: 3 months to refill resorption cavity
Fate: After completing matrix deposition, osteoblasts become (1) osteocytes (10-20% embedded in matrix), (2) bone lining cells (inactive osteoblasts on quiescent surface), or (3) undergo apoptosis.
Stellate cells embedded in lacunae (10-20 μm diameter cavities) throughout mineralized bone. Most abundant bone cells (90-95% of all bone cells). Density: 20,000-30,000 cells/mm³.
Specialized structures:
- Cell body: Located in lacuna, reduced organelles vs osteoblasts (lower metabolic activity)
- Dendritic processes: 40-100 processes per cell, extend through canaliculi (0.3 μm diameter channels), connect to neighboring osteocytes and lining cells (syncytium-like network)
- Pericellular space: Fluid-filled gap (0.1 μm) between cell process and canaliculus wall; mechanical loading drives fluid flow through this space
Mechanosensory function:
- Primary mechanosensor: Detect strain-induced fluid flow in canaliculi
- Mechanotransduction: Fluid shear stress activates integrins and ion channels (e.g., Piezo1), generates intracellular calcium signals
- Response: Loading decreases sclerostin (SOST) expression, increases Wnt signaling, promotes bone formation. Unloading increases sclerostin, inhibits Wnt, causes bone resorption.
Lifespan: Years to decades. Osteocyte apoptosis triggers targeted remodeling at that site (damaged osteocyte releases signals attracting osteoclasts).
Flattened inactive osteoblasts (1-2 μm thick) covering quiescent bone surfaces (95% of adult bone surface).
Function:
- Canopy structure: Form cellular membrane over trabecular remodeling sites (bone remodeling compartment), isolating BMU from marrow space
- Surface preparation: Retract and digest osteoid layer when osteoclasts recruited to surface (exposes mineralized bone for resorption)
- Reservoir: Can re-differentiate to active osteoblasts when remodeling initiated
- Communication: Connected to underlying osteocytes via gap junctions (cell processes through canaliculi)
Vascular Anatomy Supporting Remodeling
Blood Supply to BMU
Cortical bone:
- Nutrient artery enters mid-diaphysis → endosteal branches → capillaries in Haversian canals
- Periosteal arteries → Volkmann's canals → connect to Haversian system
- Cutting cone advances with its own capillary (from existing Haversian canal), establishes new Haversian canal as tunnel closes
Trabecular bone:
- Rich marrow vascularity (sinusoids) directly adjacent to trabecular surfaces
- BMU receives nutrients from adjacent marrow sinusoids (short diffusion distance, 100-300 μm)
- No internal vasculature within trabeculae (too thin; osteocytes supplied by diffusion through canaliculi from surface)
Clinical relevance:
- Avascular necrosis (femoral head, scaphoid, talus): Loss of blood supply → osteocyte death → no mechanosensing → remodeling continues without mechanical feedback → subchondral fracture
- Bisphosphonates concentrate in areas of high blood flow and bone turnover (vertebrae, proximal femur)
Microvascular Organization in BMU
Resorption phase:
- Capillary sprout advances with osteoclast cutting head
- High blood flow brings osteoclast precursors (monocytes), delivers RANKL, M-CSF from circulation
- Removes degraded bone matrix (CTX, NTX fragments transported to bloodstream)
Formation phase:
- Established capillary within new Haversian canal or adjacent to trabecular surface
- Delivers nutrients for osteoblasts (amino acids for collagen synthesis, calcium/phosphate for mineralization)
- Removes metabolic waste (lactate from glycolysis)
Regulatory role:
- Endothelial cells produce factors regulating bone cells: VEGF (angiogenesis and osteoblast recruitment), endothelin-1 (osteoblast proliferation), nitric oxide (osteoclast apoptosis)
BMU Anatomy - Cortical vs Trabecular
Cortical BMU (cutting cone): Longitudinal tunnel, osteoclasts at leading edge, osteoblasts fill from outside inward leaving central Haversian canal. Volume resorbed approximately equals volume formed (balanced remodeling). Remodeling rate 2-3% per year.
Trabecular BMU (surface resorption cavity): Scalloped cavity on trabecular surface, osteoblasts fill from bottom upward. Risk of trabecular perforation if cavity depth exceeds trabecula thickness. Remodeling rate 25% per year (10-fold higher due to larger surface area).
Key difference: Cortical remodeling creates new osteons (structural units), trabecular remodeling replaces surface bone (packets). Trabecular architecture more vulnerable to high-turnover states.
Classification
Classification Overview
Bone remodeling can be classified by turnover state, coupling status, and pathological pattern. Understanding these classifications helps guide diagnosis and treatment.
Classification by Remodeling Turnover State
Remodeling Turnover States
| Turnover State | Activation Frequency (Ac.f) | Bone Turnover Markers | Clinical Features | Example Conditions |
|---|---|---|---|---|
| Normal-turnover balanced remodeling | Ac.f 0.4-1.0 per mm² per year (activation frequency measured by histomorphometry). Represents number of new remodeling sites initiated per unit bone surface per year. | CTX 200-600 pg/mL (resorption marker). P1NP 20-80 μg/L (formation marker). Balanced: formation markers proportional to resorption markers. | Skeletal homeostasis maintained. Resorbed bone volume equals formed bone volume (balanced coupling). 10% of skeleton replaced annually. Bone mass stable. | Healthy adults age 30-50. Premenopausal women. Eugonadal men. Adequate calcium/vitamin D nutrition. Normal hormonal milieu (PTH, thyroid, estrogen, testosterone). |
| High-turnover remodeling (accelerated) | Ac.f greater than 1.0 (often 2-5 times normal). Excessive BMU activation. Shortened remodeling cycle (less than 3 months vs normal 3-6 months). | CTX elevated (greater than 600 pg/mL, often 800-1500 pg/mL). P1NP elevated (greater than 80 μg/L). BSAP elevated. May be uncoupled (resorption markers higher than formation markers). | Rapid bone loss (2-4% per year vs normal 0-1%). Increased remodeling space (volume of bone in active remodeling, normally 2-5% of trabecular bone). Microarchitectural deterioration (trabecular perforation). Fragility fracture risk elevated. | Postmenopausal osteoporosis (estrogen deficiency increases RANKL). Primary hyperparathyroidism (PTH increases RANKL). Hyperthyroidism (thyroid hormone increases osteoclast activity). Paget disease (abnormal excessive remodeling with mosaic pattern). Inflammatory arthritis (cytokines increase RANKL). |
| Low-turnover remodeling (suppressed) | Ac.f less than 0.4 (often less than 0.2 in severe cases). Reduced BMU activation. Prolonged remodeling cycle or arrested remodeling. | CTX low (less than 200 pg/mL, often less than 100 pg/mL). P1NP low (less than 20 μg/L). BSAP low. May have low vitamin D (25OHD less than 50 nmol/L). | Reduced bone turnover slows fracture healing. Accumulation of microdamage (not repaired by remodeling). Adynamic bone (no tetracycline labeling, minimal osteoid). Risk of atypical femoral fracture (AFF) with long-term bisphosphonate use. | Adynamic bone disease (end-stage renal disease with low PTH). Long-term bisphosphonate therapy (greater than 5 years alendronate or 3 years zoledronate). Hypoparathyroidism. Chronic glucocorticoid excess (osteoblast/osteocyte apoptosis). |
Classification by Coupling Status
Coupled vs Uncoupled Remodeling
| Coupling Status | Definition | Bone Balance | Markers | Clinical Conditions |
|---|---|---|---|---|
| Coupled balanced remodeling | Resorption and formation tightly linked in time and space. Volume of bone resorbed equals volume formed. Coupling mechanisms (matrix factors, cell-cell signals, canopy) intact. | Neutral bone balance. Bone mass stable. Remodeling transient (temporary deficit during resorption-to-formation transition) exists but minimal impact on bone mass. | CTX and P1NP proportional (P1NP/CTX ratio 0.1-0.2 in pmol units). Example: CTX 400 pg/mL and P1NP 40 μg/L indicates balanced coupling. | Healthy premenopausal women. Eugonadal men. Adequate nutrition. Normal hormonal status. Represents skeletal homeostasis. |
| Uncoupled - resorption exceeds formation | Resorption and formation dissociated. Resorption cavity depth or number exceeds what formation can replace. Coupling mechanisms disrupted (estrogen deficiency increases RANKL/decreases OPG, inflammatory cytokines increase RANKL). | Negative bone balance. Progressive bone loss. Resorption cavities incompletely filled (wall width less than cavity depth). Trabecular perforation risk. | CTX disproportionately elevated vs P1NP. P1NP/CTX ratio low (less than 0.1). Example: CTX 800 pg/mL but P1NP only 50 μg/L indicates uncoupling with excess resorption. | Postmenopausal osteoporosis (estrogen deficiency). Primary hyperparathyroidism. Hyperthyroidism. Rheumatoid arthritis (inflammatory cytokines). Myeloma (RANKL-secreting plasma cells). Immobilization (disuse osteoporosis). |
| Uncoupled - formation exceeds resorption | Formation proceeds without preceding resorption, or formation exceeds resorption. Osteoclast function impaired (genetic defect, carbonic anhydrase II deficiency) or excessive osteoblast activity without coupling to resorption (fibrous dysplasia). | Positive bone balance but pathological bone. Increased bone mass with abnormal structure (sclerotic, fragile, obliterated marrow). Dense bone on radiograph. | CTX low or normal. P1NP disproportionately elevated. BSAP elevated. P1NP/CTX ratio high (greater than 0.3). Example: CTX 200 pg/mL but P1NP 100 μg/L. | Osteopetrosis (defective osteoclast function, genetic mutations in TCIRG1, CLCN7). Pycnodysostosis (cathepsin K deficiency). Sclerotic phase of Paget disease (excessive formation after initial lytic phase). Fibrous dysplasia (Gsα mutation, osteoblast overactivity). |
Coupling Status - Clinical Significance
Uncoupled remodeling with excess resorption (postmenopausal osteoporosis, hyperparathyroidism): Treat with antiresorptive therapy (bisphosphonates, denosumab) to restore balance by suppressing excessive resorption.
Low-turnover uncoupled remodeling (adynamic bone, long-term bisphosphonates): Treat with anabolic therapy (teriparatide, romosozumab) to stimulate formation and restore remodeling.
Remember: Therapeutic goal is to restore coupled balanced remodeling, not necessarily to suppress remodeling to very low levels (increases microdamage, AFF risk).
Clinical Relevance
Understanding bone remodeling is essential for clinical practice:
Metabolic Bone Diseases
Osteoporosis:
- High remodeling rate with coupling imbalance
- Formation insufficient to replace resorbed bone
- Remodeling transient contributes to bone loss
- Treatment targets resorption (bisphosphonates, denosumab) or formation (teriparatide, romosozumab)
Paget Disease:
- Abnormal excessive remodeling with disorganized bone formation
- Initial lytic phase followed by sclerotic phase
- Results in enlarged, deformed bones with mosaic pattern
Osteopetrosis:
- Defective osteoclast function (genetic mutations)
- Resorption impaired, formation continues
- Dense fragile bone with obliterated marrow spaces
Fracture Healing and Implants
Fracture healing:
- Remodeling phase (phase 4 of fracture healing) reshapes callus
- Removes woven bone, replaces with lamellar bone
- Restores normal bone architecture over months to years
Stress shielding:
- Stiff implants (femoral stems, plates) reduce bone loading
- Per Wolff's Law, reduced strain triggers bone resorption
- Proximal femoral bone loss common around THA stems
- Implant design considerations: lower modulus materials, shorter stems
Pharmacologic Interventions
Antiresorptive agents:
- Bisphosphonates: induce osteoclast apoptosis
- Denosumab: anti-RANKL antibody blocks osteoclast formation
- Reduce fracture risk by 30-70% depending on site
Anabolic agents:
- Teriparatide (intermittent PTH): stimulates osteoblasts
- Romosozumab (anti-sclerostin): mimics mechanical loading effect
- Increase bone mass and improve microarchitecture
Clinical Application of Remodeling Knowledge
Every osteoporosis therapy targets the bone remodeling cycle. Understanding the cycle explains drug mechanisms: bisphosphonates and denosumab suppress resorption (antiresorptive), teriparatide and romosozumab stimulate formation (anabolic). Sequential therapy (anabolic then antiresorptive) maximizes bone mass gain.
The Basic Multicellular Unit (BMU)
BMU Structure
Definition: The BMU is the anatomical-functional team of cells that executes bone remodeling in a discrete location.
Components:
- Osteoclasts: Multinucleated cells at leading edge, resorb bone (2-3 weeks)
- Osteoblasts: Bone-forming cells behind osteoclasts, fill resorption cavity (3 months)
- Bone lining cells: Quiescent osteoblasts covering finished surface
- Osteocytes: Mechanosensors embedded in bone matrix, orchestrate remodeling
- Blood vessels: Supply nutrients and precursor cells
- Bone marrow: Source of osteoclast precursors and MSCs
- Canopy: Cellular covering over remodeling site isolating microenvironment
Cortical vs Trabecular BMU
| Feature | Cortical BMU | Trabecular BMU |
|---|---|---|
| Structure | Cutting cone (longitudinal tunnel) | Resorption cavity (surface trench) |
| Direction | Advances longitudinally through cortex | Excavates trabecular surface |
| Duration | 3-6 months complete cycle | 3-6 months complete cycle |
| Remodeling rate | 2-3% per year | 25% per year (higher surface area) |
| Result | New osteon (Haversian system) | New bone packet on trabecular surface |
Why Trabecular Bone Remodels Faster
Trabecular bone has 10 times greater surface-to-volume ratio than cortical bone, providing more surface area for BMU activation. This explains why trabecular bone remodels at 25% per year (vertebrae, metaphyses) versus 2-3% per year for cortical bone (diaphyses). Consequently, osteoporosis and metabolic bone diseases affect trabecular sites (spine, hip) earlier and more severely.
The Remodeling Cycle - Phases and Timeline
Bone Remodeling Cycle
Initiation: Mechanical strain, microdamage, hormonal signals, or cytokines activate quiescent bone surface. Bone lining cells retract, exposing mineralized surface. Osteoclast precursors recruited from circulation.
Key signals: RANKL from osteoblasts/stromal cells, M-CSF for precursor survival, removal of OPG inhibition.
Osteoclast activity: Multinucleated osteoclasts attach via integrin binding, form ruffled border and sealing zone. Acidification (pH 4.5) dissolves mineral; cathepsin K degrades collagen.
Extent: Osteoclasts remove approximately 0.05 cubic millimeters of bone, creating Howship lacuna (trabecular) or resorption tunnel (cortical).
Duration: 2-3 weeks (shorter than formation, contributing to transient imbalance).
Transition phase: Osteoclasts undergo apoptosis or migrate away. Mononuclear cells appear in resorption cavity, depositing cement line (reversal line).
Coupling signals: Growth factors released from bone matrix during resorption (TGF-β, IGF-I, IGF-II, BMPs) recruit and activate osteoblast precursors.
Cement line deposition: Thin layer of hypermineralized matrix marks junction between old and new bone.
Osteoblast activity: Cuboidal osteoblasts secrete osteoid (unmineralized matrix) at 1-2 micrometers per day. Mineralization follows with 10-14 day lag time.
Bone deposition: Osteoblasts fill resorption cavity, restoring bone volume. In cortical bone, concentric lamellae form new osteon. In trabecular bone, new bone packet forms on surface.
Duration: Approximately 3 months (formation takes longer than resorption).
Resting state: Osteoblasts complete matrix synthesis and transform into bone lining cells (flat, quiescent) or osteocytes (embedded). Surface covered by lining cells until next activation.
Duration: Variable, from weeks to years depending on mechanical and metabolic demands.
Formation-Resorption Time Imbalance
Formation takes longer than resorption (3 months versus 2-3 weeks). This creates a transient imbalance during active remodeling. High remodeling rate (e.g., postmenopausal estrogen deficiency, hyperparathyroidism) means more BMUs in resorption phase simultaneously, causing net bone loss even if each individual BMU maintains balance. This is the remodeling transient phenomenon.
Coupling - Linking Resorption to Formation
Coupling is the mechanism that ensures bone formation occurs at sites of prior resorption, maintaining skeletal integrity.
Growth Factors Released from Bone Matrix
During resorption, osteoclasts release growth factors that were stored in mineralized bone matrix:
Transforming Growth Factor-beta (TGF-β):
- Most abundant growth factor in bone matrix (concentration 200 micrograms per kilogram)
- Released during osteoclastic resorption
- Chemoattractant for osteoblast precursors
- Promotes osteoprogenitor migration to resorption site
- Stimulates preosteoblast proliferation but inhibits terminal differentiation
Insulin-like Growth Factors (IGF-I and IGF-II):
- Stored in bone matrix as IGF-binding protein complexes
- Released and activated during resorption
- Stimulate osteoblast proliferation and collagen synthesis
- Enhance osteoblast differentiation and function
Bone Morphogenetic Proteins (BMPs):
- BMP-2, BMP-4, BMP-6, BMP-7 present in matrix
- Potent osteoinductive factors
- Promote MSC differentiation to osteoblasts
- Activate Runx2 transcription factor
Matrix as Coupling Signal Reservoir
Bone matrix serves as a reservoir of coupling factors. During resorption, osteoclasts release these factors into the local microenvironment, creating a high local concentration that recruits osteoblasts to the exact site of prior resorption. This explains why bone formation occurs precisely where resorption occurred.
Matrix-derived coupling explains anatomical precision of remodeling.
Coupling Failure in Disease
Uncoupling occurs when formation does not match resorption. Examples: (1) Osteoporosis: formation inadequate, net bone loss; (2) Paget disease: excessive uncontrolled formation after resorption; (3) Glucocorticoid excess: resorption normal but formation suppressed; (4) Myeloma: osteoclast-activating factors increase resorption without coupling to formation.
Molecular Regulation - RANK/RANKL/OPG System
The RANK/RANKL/OPG axis is the master regulatory system for bone remodeling, controlling osteoclast formation and activity.
The Players
RANKL (Receptor Activator of Nuclear Factor Kappa-B Ligand):
- Produced by: Osteoblasts, osteocytes, stromal cells
- Forms: Membrane-bound (dominant) and soluble
- Function: Binds RANK on osteoclast precursors, activates NFκB pathway
- Result: Osteoclast differentiation, activation, survival
RANK (Receptor):
- Expressed by: Osteoclast precursors, mature osteoclasts
- Function: Transmembrane receptor for RANKL
- Downstream: NFκB, NF-AT, AP-1, MAPK signaling cascades
- Result: Osteoclastogenesis genes activated
OPG (Osteoprotegerin):
- Produced by: Osteoblasts, osteocytes
- Structure: Soluble decoy receptor (no transmembrane domain)
- Function: Binds RANKL, prevents RANKL-RANK interaction
- Result: Inhibits osteoclast formation
The RANKL:OPG Ratio
The ratio of RANKL to OPG determines bone resorption rate:
| RANKL:OPG Ratio | Osteoclast Activity | Bone Effect | Clinical Examples |
|---|---|---|---|
| High RANKL, Low OPG | Increased resorption | Net bone loss | Postmenopausal osteoporosis, hyperparathyroidism |
| Balanced | Physiological turnover | Homeostasis | Healthy young adult |
| Low RANKL, High OPG | Decreased resorption | Increased bone mass | Osteopetrosis (extreme), anabolic therapy |
Regulation of RANKL and OPG Production
Factors increasing RANKL (pro-resorption):
- PTH (parathyroid hormone) - continuous exposure
- Vitamin D (1,25-dihydroxyvitamin D3)
- Glucocorticoids
- Inflammatory cytokines (IL-1, IL-6, TNF-α)
- Thyroid hormone
Factors increasing OPG (anti-resorption):
- Estrogen (key reason for postmenopausal bone loss when estrogen declines)
- TGF-β
- BMP-2
- Mechanical loading (via osteocytes)
Factors decreasing OPG (pro-resorption):
- Estrogen deficiency (menopause)
- Glucocorticoids
Estrogen and RANKL:OPG Ratio
Estrogen maintains bone mass by increasing OPG production and decreasing RANKL production by osteoblasts, shifting the RANKL:OPG ratio toward lower resorption. Menopause (estrogen deficiency) reverses this: RANKL increases, OPG decreases, RANKL:OPG ratio rises sharply, causing accelerated bone loss (up to 3-5% per year for 5-10 years postmenopause).
Mechanical Regulation - Wolff's Law and Mechanotransduction
Wolff's Law (1892): Bone adapts its architecture and mass to the mechanical stresses placed upon it.
Cellular mechanism: Osteocytes are mechanosensors that detect mechanical strain and orchestrate adaptive remodeling.
How Osteocytes Sense Mechanical Load
Mechanical stimulus:
- Bone deformation under load creates matrix strain
- Fluid flow in lacunar-canalicular network (osteocyte processes in canaliculi)
- Shear stress on osteocyte cell membrane and processes
Sensing mechanisms:
- Primary cilium: Mechanosensitive organelle detects fluid flow
- Integrins: Connect cytoskeleton to matrix, sense deformation
- Gap junctions: Connexin 43 channels coordinate osteocyte network
- Ion channels: Mechanosensitive channels (calcium influx)
Signal transduction:
- Calcium influx triggers intracellular signaling
- Prostaglandin E2 (PGE2) production
- Nitric oxide (NO) release
- Changes in gene expression (sclerostin, RANKL, OPG)
Fluid flow amplifies mechanical strain signals, making osteocytes exquisitely sensitive mechanosensors.
Hormonal Regulation of Bone Remodeling
Major Hormonal Regulators
| Hormone | Source | Effect on Remodeling | Mechanism | Clinical Relevance |
|---|---|---|---|---|
| PTH (continuous) | Parathyroid glands | Increases resorption | Increases RANKL, decreases OPG | Hyperparathyroidism causes bone loss |
| PTH (intermittent) | Exogenous (teriparatide) | Increases formation | Stimulates osteoblasts, anabolic | Anabolic therapy for osteoporosis |
| Vitamin D | Kidney (1,25-OH2-D3) | Increases resorption | Increases RANKL, enhances calcium absorption | Deficiency causes osteomalacia |
| Calcitonin | Thyroid C-cells | Decreases resorption | Direct osteoclast inhibition | Used for Paget disease |
| Estrogen | Ovaries | Decreases resorption | Decreases RANKL, increases OPG | Menopause accelerates bone loss |
| Glucocorticoids | Adrenal cortex | Complex (net bone loss) | Decreases osteoblast function, increases apoptosis | Steroid-induced osteoporosis |
| Growth hormone | Pituitary | Increases formation | Stimulates IGF-1 production | Acromegaly increases bone turnover |
| Thyroid hormone | Thyroid | Increases turnover | Increases both resorption and formation | Hyperthyroidism increases fracture risk |
PTH Paradox - Intermittent vs Continuous
Intermittent PTH (teriparatide) is anabolic: stimulates osteoblasts, increases bone formation, improves microarchitecture. Given as daily injection.
Continuous PTH (hyperparathyroidism) is catabolic: increases RANKL, drives osteoclast activation, causes net bone loss.
The difference is temporal pattern: intermittent exposure preferentially stimulates osteoblasts without sustained RANKL-mediated resorption. Continuous exposure increases RANKL persistently, driving net resorption.
Investigations
Investigating bone remodeling involves biochemical markers, imaging, and in select cases histomorphometry. The goal is to characterize turnover state, identify underlying causes, and guide treatment selection.
Bone Turnover Markers (BTMs)
Biochemical Bone Turnover Markers
| Marker | Type | Source | Normal Range | Clinical Use |
|---|---|---|---|---|
| CTX (C-terminal telopeptide of type I collagen) | Resorption marker | Type I collagen degradation products released during osteoclastic bone resorption. Measured in serum. Cleared by kidneys (falsely elevated in renal impairment). | Premenopausal women: 200-600 pg/mL. Postmenopausal: 300-800 pg/mL. Men: 150-500 pg/mL. Diurnal variation: 20-30% higher in morning (fasting sample preferred, 8 AM). | Monitor antiresorptive therapy response: Expect 50-70% reduction within 3-6 months of bisphosphonate/denosumab. Drug holiday decision: Resume therapy if CTX increases above 600 pg/mL. Predict fracture risk: CTX greater than 800 pg/mL associated with 2-fold increased fracture risk independent of BMD. |
| P1NP (Procollagen type I N-terminal propeptide) | Formation marker | Propeptide cleaved from procollagen during collagen synthesis by osteoblasts. Measured in serum. Direct reflection of osteoblast activity. | Premenopausal women: 20-80 μg/L. Postmenopausal: 30-100 μg/L. Men: 15-70 μg/L. Less diurnal variation than CTX (10-15%). | Monitor anabolic therapy: Expect 100-200% increase within 1-3 months of teriparatide/romosozumab (if no increase, check compliance). Assess coupling: P1NP/CTX ratio indicates balance (normal 0.1-0.2). Predict BMD response: Greater P1NP increase predicts greater BMD gain with anabolic therapy. |
| BSAP (Bone-specific alkaline phosphatase) | Formation marker | Isoenzyme of alkaline phosphatase produced by osteoblasts. Measured in serum. Hydrolyzes pyrophosphate to facilitate mineralization. | Adults: 5-25 μg/L (varies by assay). Higher in children (growing skeleton) and postmenopausal women. Less affected by liver/kidney disease than total ALP. | Particularly useful in Paget disease (marked elevation, 100-500 μg/L). Monitor Paget treatment: BSAP should normalize within 3-6 months of zoledronate. Less responsive to short-term changes than P1NP (longer half-life, 1-2 weeks vs 30 minutes for P1NP). |
| NTX (N-terminal telopeptide) | Resorption marker | Type I collagen degradation product. Measured in urine (second morning void, corrected for creatinine). Alternative to serum CTX. | Adults: 10-60 nmol BCE/mmol creatinine (bone collagen equivalents). Higher variability than serum CTX due to hydration effects on urine concentration. | Historical use (now largely replaced by serum CTX due to convenience). Still used in some centers. Similar clinical interpretation as CTX. Assess antiresorptive response: 50-70% reduction expected. |
BTM Interpretation - Key Principles
Pre-analytical factors affecting BTMs:
- Time of collection: CTX shows 20-30% diurnal variation (lowest afternoon, highest early morning). P1NP shows 10-15% variation. Standardize to fasting 8 AM sample for consistency.
- Recent fracture: BTMs increase within days of fracture (healing response). Wait 3 months post-fracture before assessing baseline remodeling.
- Renal function: CTX cleared by kidneys - falsely elevated if eGFR less than 30 mL/min/1.73m². Use P1NP (minimally affected) in CKD.
- Recent immobilization: Suppresses formation markers, may increase resorption markers (disuse osteoporosis pattern).
Clinical thresholds:
- High-turnover state: CTX greater than 600 pg/mL, P1NP greater than 80 μg/L (postmenopausal women)
- Low-turnover state: CTX less than 200 pg/mL, P1NP less than 20 μg/L
- Adequate antiresorptive response: CTX reduction greater than 50% from baseline (measure at 3-6 months)
- Adequate anabolic response: P1NP increase greater than 50% from baseline (measure at 1-3 months)
Serum Biochemistry for Remodeling Assessment
Biochemical Tests for Underlying Causes
| Test | Normal Range | Interpretation | Clinical Conditions |
|---|---|---|---|
| Serum calcium (corrected for albumin) | 2.15-2.55 mmol/L (8.6-10.2 mg/dL). Correct for albumin: Corrected Ca equals measured Ca plus 0.02 × (40 minus albumin in g/L). | Hypercalcemia (greater than 2.6 mmol/L): PTH-mediated (primary hyperparathyroidism, tertiary hyperparathyroidism) or non-PTH-mediated (malignancy, sarcoidosis, vitamin D toxicity). Hypocalcemia (less than 2.1 mmol/L): Vitamin D deficiency, hypoparathyroidism, CKD. | High calcium with high PTH equals primary hyperparathyroidism (increased bone resorption, high-turnover state). Low calcium with high PTH equals secondary hyperparathyroidism (vitamin D deficiency, CKD). High calcium with low PTH equals malignancy-related hypercalcemia (PTHrP, osteolytic metastases). |
| 25-hydroxyvitamin D (25OHD) | Optimal: greater than 75 nmol/L (greater than 30 ng/mL). Sufficient: 50-75 nmol/L. Insufficiency: 25-50 nmol/L. Deficiency: less than 25 nmol/L. Severe deficiency: less than 12.5 nmol/L. | Reflects vitamin D stores (half-life 2-3 weeks). Substrate for renal 1α-hydroxylase producing active 1,25(OH)2D. Deficiency causes secondary hyperparathyroidism (increased bone resorption) and impaired mineralization (osteomalacia if severe). | Deficiency (less than 25 nmol/L) with secondary hyperparathyroidism causes high-turnover bone loss. Severe deficiency (less than 12.5 nmol/L) with wide osteoid seams equals osteomalacia. Replacement: 50,000 IU weekly × 8-12 weeks, then maintenance 1000-2000 IU daily. Target 25OHD greater than 75 nmol/L. |
| Parathyroid hormone (PTH) | 1.6-6.9 pmol/L (15-65 pg/mL, varies by assay). Pulsatile secretion, sample any time. | Primary hyperparathyroidism: PTH elevated (greater than 7 pmol/L) with hypercalcemia. Secondary hyperparathyroidism: PTH elevated with normal/low calcium (vitamin D deficiency, CKD). Hypoparathyroidism: PTH low (less than 1.5 pmol/L) with hypocalcemia. | Primary hyperparathyroidism: High-turnover uncoupled remodeling (resorption exceeds formation), preferential cortical bone loss. CKD: Target PTH 2-3× upper normal limit (3-9 pmol/L) to maintain remodeling without causing adynamic bone disease. Hypoparathyroidism: Low-turnover state, bisphosphonates contraindicated. |
| Thyroid-stimulating hormone (TSH) | 0.4-4.0 mIU/L. Screening test for thyroid dysfunction. | Hyperthyroidism (TSH less than 0.1 mIU/L, free T4/T3 elevated): Thyroid hormone increases osteoclast activity, causes high-turnover bone loss (3-5% per year). Hypothyroidism (TSH greater than 10 mIU/L): Low-turnover state, reduced remodeling. | Hyperthyroidism: Treat with antithyroid drugs, radioiodine, or surgery. BTMs normalize within 3-6 months of euthyroid state. Fracture risk elevated during hyperthyroid period (relative risk 1.3-1.7). Consider bisphosphonates if BMD T-score less than -2.5 and hyperthyroidism prolonged (greater than 6 months). |
| Serum phosphate | 0.8-1.5 mmol/L (2.5-4.5 mg/dL). Varies with age, diet, time of day. | Hypophosphatemia (less than 0.8 mmol/L): Renal phosphate wasting (FGF23-mediated in tumor-induced osteomalacia, X-linked hypophosphatemia), vitamin D deficiency. Hyperphosphatemia (greater than 1.5 mmol/L): CKD, hypoparathyroidism. | Hypophosphatemia with low 25OHD equals vitamin D deficiency (impaired phosphate absorption). Hypophosphatemia with normal 25OHD, high FGF23 equals tumor-induced osteomalacia or X-linked hypophosphatemia (renal phosphate wasting). Replacement: Neutral phosphate 1-3 g daily in divided doses (GI side effects common). |
| Serum creatinine and eGFR | Creatinine: 60-110 μmol/L (0.7-1.2 mg/dL). eGFR: greater than 90 mL/min/1.73m² (CKD-EPI equation). | CKD (eGFR less than 60): Impaired vitamin D activation (reduced 1α-hydroxylase), phosphate retention, secondary hyperparathyroidism. Advanced CKD (eGFR less than 30): Renal osteodystrophy spectrum (high-turnover, low-turnover, or adynamic bone disease). | CKD stages 3-4 (eGFR 15-60): Check PTH, calcium, phosphate every 6-12 months. Target PTH 2-3× upper normal limit to maintain bone turnover. CKD stage 5 (eGFR less than 15) or dialysis: Bone biopsy indicated if unclear turnover state (guides phosphate binder, vitamin D analog, calcimimetic use). Avoid bisphosphonates if eGFR less than 30. |
Imaging for Bone Remodeling Assessment

Dual-Energy X-ray Absorptiometry (DEXA)
Purpose: Measure bone mineral density (BMD), areal density in g/cm². Reflects cumulative effect of remodeling balance over time (not direct measurement of current remodeling rate).
Sites:
- Lumbar spine (L1-L4): Predominantly trabecular bone (70%). Sensitive to high-turnover states (postmenopausal osteoporosis). Artifacts: Degenerative changes, aortic calcification, compression fractures (falsely elevate BMD). Use in patients less than 60 years.
- Total hip and femoral neck: Mixed cortical (50%) and trabecular (50%). Preferred site in patients greater than 60 years (less artifact). Predicts hip fracture risk.
- Distal radius (33% site): Predominantly cortical bone. Sensitive to cortical bone loss (primary hyperparathyroidism, distal radius fracture risk).
T-score interpretation (WHO criteria):
- Normal: T-score greater than or equal to -1.0
- Osteopenia: T-score -1.0 to -2.5
- Osteoporosis: T-score less than or equal to -2.5
- Severe osteoporosis: T-score less than or equal to -2.5 with fragility fracture
Monitoring therapy:
- Baseline, then 1-2 years on antiresorptive (bisphosphonate, denosumab)
- Baseline, then 6-12 months on anabolic (teriparatide, romosozumab)
- Least significant change (LSC): 0.03-0.04 g/cm² at spine, 0.02-0.03 g/cm² at hip (95% confidence that change is real, not measurement error)
Clinical pearl: BMD reflects bone quantity, not quality. High-turnover remodeling causes bone loss (BMD decreases) but also microarchitectural deterioration (trabecular perforation, cortical porosity). Low-turnover remodeling preserves BMD but accumulates microdamage. BTMs assess quality by characterizing turnover state.
Plain Radiographs
Purpose: Detect gross structural changes from abnormal remodeling, complications (fractures, deformity), specific disease patterns.
Findings suggesting abnormal remodeling:
- Osteopenia: Generalized radiolucency, cortical thinning, trabecular rarefaction. Insensitive (30% bone loss required for detection on XR). DEXA more sensitive.
- Paget disease: Lytic phase (V-shaped wedge, blade of grass sign). Sclerotic phase (cortical thickening, enlarged bone, mixed lytic-sclerotic). Mixed phase (mosaic pattern, thickened trabeculae). Complications: Fracture (transverse chalk-stick fracture), deformity (bowed tibia, protrusio acetabuli), sarcomatous transformation (less than 1%, lytic lesion in pre-existing Paget bone).
- Osteomalacia: Looser zones (pseudofractures, radiolucent lines perpendicular to cortex). Common sites: Pubic rami, femoral neck, ribs, scapula. Represent unmineralized osteoid-filled stress fractures.
- Hyperparathyroidism: Subperiosteal resorption (radial aspect of middle phalanges, classic finding), cortical tunneling (radiating striations in long bones), brown tumors (lytic lesions, osteoclast-rich cystic lesions), rugger jersey spine (alternating sclerotic and lucent bands in vertebrae).
Limitations: Insensitive for early or mild remodeling abnormalities. Cannot quantify turnover state. DEXA and BTMs superior for monitoring.
Bone Scintigraphy (Technetium-99m MDP)
Purpose: Detect areas of increased bone turnover (tracer uptake reflects osteoblastic activity and blood flow). Whole-body survey for polyostotic disease.
Indications:
- Paget disease: Identify extent of skeletal involvement (monostotic vs polyostotic). Intense tracer uptake in affected bones. Guide biopsy site if sarcomatous transformation suspected (cold area within hot Paget lesion suggests sarcoma).
- Occult fractures: Stress fractures, insufficiency fractures (osteoporotic, atypical femoral fractures). Increased uptake at fracture site.
- Metastatic survey: Osteoblastic metastases (prostate, breast) show increased uptake. Osteolytic metastases (myeloma, renal, thyroid) may show decreased uptake or photopenic defects.
Limitations: Non-specific (uptake reflects any process increasing turnover: fracture, infection, tumor, degenerative changes, Paget). Cannot distinguish benign from malignant. MRI or CT required for characterization.
Histomorphometry - Gold Standard for Turnover Assessment
Tetracycline double-labeling is essential for dynamic histomorphometry (MAR, BFR/BS calculation).
Protocol:
- Give tetracycline 250 mg PO four times daily (or doxycycline 100 mg twice daily) for 3 days
- Wait 10-14 days (typically 12 days) drug-free interval
- Give second course tetracycline 250 mg PO four times daily for 3 days
- Wait 3-5 days after second course
- Perform transiliac bone biopsy (total time from first tetracycline dose to biopsy: 16-22 days)
Mechanism: Tetracycline binds calcium at mineralizing surfaces, creating fluorescent label visible on UV microscopy. Distance between two labels divided by interval (12 days) equals MAR.
Contraindications: Pregnancy, children less than 8 years (permanent tooth discoloration), tetracycline allergy. Alternative: Fluorochrome labels (calcein, alizarin red) but tetracycline standard.
Indication: Unclear diagnosis despite biochemical/radiological workup. Suspected osteomalacia with normal vitamin D. Renal osteodystrophy (determine turnover state).
Technique:
- Positioning: Lateral decubitus, affected side up. Anesthesia: Local (lidocaine) or general.
- Site: 2 cm posterior and 2 cm inferior to anterior superior iliac spine. Targets iliac crest trabecular bone (high turnover, representative of skeleton).
- Trephine needle: 7-8 mm internal diameter (Jamshidi needle). Advance through both cortices to obtain intact core (cortex-trabecular bone-cortex).
- Core: 1-2 cm length. Preserve orientation (mark anterior/posterior). Place in fixative (70% ethanol or formalin).
Processing:
- Plastic embedding (undecalcified) preserves tetracycline labels (decalcification removes labels)
- Heavy-duty microtome: 5-10 μm sections
- Staining: Goldner trichrome (osteoid blue-green, mineralized bone red), Von Kossa (mineralized bone black), unstained UV microscopy (tetracycline labels yellow-green fluorescence)
Complications: Pain (most common), hematoma (5-10%), infection (less than 1%), fracture (very rare, osteoporotic bone).
Static parameters (single time point, no tetracycline required):
- Bone volume (BV/TV): Percentage of tissue volume occupied by mineralized bone (normal 15-25% in trabecular bone). Low in osteoporosis (less than 15%), high in osteopetrosis (greater than 30%).
- Trabecular thickness (Tb.Th): Mean thickness of trabeculae (normal 100-150 μm). Thin in osteoporosis (less than 100 μm).
- Eroded surface (ES/BS): Percentage of surface with resorption cavities (normal 2-5%). Elevated in high-turnover states (greater than 5%).
- Osteoid surface (OS/BS) and thickness (O.Th): Osteoid coverage and thickness (normal 5-20% coverage, 5-15 μm thickness). Wide osteoid (greater than 15 μm) with normal OS/BS equals osteomalacia.
Dynamic parameters (require double tetracycline labeling):
- MAR (mineral apposition rate): Speed of mineralization (normal 0.6-0.8 μm/day). Low (less than 0.3) in osteomalacia, high (greater than 1.0) in Paget disease.
- BFR/BS (bone formation rate per bone surface): Overall formation activity (normal 10-20%/year). MAR × mineralizing surface / bone surface × 3.65.
- Activation frequency (Ac.f): Frequency of new BMU initiation (normal 0.4-1.0 per mm²/year). Elevated in high-turnover states (greater than 1.0), suppressed in low-turnover states (less than 0.4).
Distinguishing Osteomalacia from Osteoporosis by Histomorphometry
Both cause low BMD, but treatment differs fundamentally:
Osteomalacia (mineralization defect):
- MAR less than 0.3 μm/day (low mineralization rate) - diagnostic feature
- Wide osteoid seams (O.Th greater than 15 μm, often greater than 30 μm)
- Increased osteoid surface (OS/BS greater than 25%)
- BV/TV normal or low (depends on duration)
- Treatment: Vitamin D replacement. Avoid bisphosphonates (worsen mineralization defect).
High-turnover osteoporosis (postmenopausal):
- MAR normal (0.6-0.8 μm/day) or slightly elevated
- Osteoid thickness normal (5-15 μm)
- Increased eroded surface (ES/BS greater than 5%) - excess resorption
- Increased activation frequency (Ac.f greater than 1.0)
- BV/TV low (less than 15%)
- Treatment: Antiresorptive therapy (bisphosphonates, denosumab).
Remember: Osteomalacia equals defective mineralization (wide unmineralized osteoid, low MAR). Osteoporosis equals excessive resorption (high Ac.f, increased ES/BS, coupling intact).
When to Perform Bone Biopsy - Absolute Indications
Bone biopsy is invasive and reserved for specific scenarios where diagnosis cannot be made otherwise:
-
Suspected osteomalacia with normal vitamin D: Tumor-induced osteomalacia (FGF23-secreting tumor), hypophosphatasia (low alkaline phosphatase, genetic defect), renal tubular acidosis. Biopsy shows wide osteoid (greater than 15 μm), low MAR (less than 0.3 μm/day).
-
Renal osteodystrophy - unclear turnover state: PTH level does not reliably predict turnover state in CKD stage 5. Biopsy determines high-turnover (osteitis fibrosa, treat with calcimimetics) vs low-turnover (adynamic bone, reduce vitamin D analogs) vs osteomalacia (aluminum toxicity, treat with deferoxamine).
-
Atypical presentation: Young patient (less than 40) with T-score less than -3.0 without obvious cause. Bone pain with normal radiographs, calcium, PTH, vitamin D. Suspected malignancy vs metabolic bone disease.
-
Prior to bisphosphonate therapy if suspected low-turnover state: Patient with fragility fracture but low BTMs (CTX less than 150 pg/mL, P1NP less than 20 μg/L). Biopsy may reveal adynamic bone disease (bisphosphonates contraindicated) vs osteomalacia (vitamin D replacement needed first).
Relative contraindication: Coagulopathy (INR greater than 1.5, platelets less than 50,000, anticoagulation). Correct before biopsy or use local hemostatic measures.
Management
Management Overview
Management of abnormal bone remodeling targets the underlying turnover state: Suppress excessive resorption in high-turnover states, stimulate formation in low-turnover states, and address underlying causes (vitamin D deficiency, hormonal abnormalities).
Management Based on Remodeling State
Treatment Selection by Turnover State
| Remodeling State | Pathophysiology | Therapy Class | Mechanism | Examples |
|---|---|---|---|---|
| High-turnover uncoupled (resorption exceeds formation) | Excessive osteoclast activity, inadequate formation. Causes: Estrogen deficiency (postmenopause), primary hyperparathyroidism, hyperthyroidism, inflammatory arthritis. CTX elevated (greater than 600 pg/mL), P1NP/CTX ratio low (less than 0.1). | Antiresorptive therapy (first-line) | Suppress osteoclast formation (denosumab blocks RANKL) or activity (bisphosphonates inhibit FPPS, induce apoptosis). Reduce activation frequency (Ac.f), decrease eroded surface (ES/BS), restore coupling balance. | Postmenopausal osteoporosis: Alendronate 70 mg weekly or denosumab 60 mg SC every 6 months. Primary hyperparathyroidism: Parathyroidectomy (definitive) or cinacalcet if surgery contraindicated. Hyperthyroidism: Antithyroid drugs, radioiodine, or surgery. |
| Low-turnover coupled (both resorption and formation suppressed) | Reduced BMU activation, prolonged quiescence. Causes: Long-term bisphosphonates (greater than 5 years), adynamic bone disease (renal osteodystrophy), hypoparathyroidism. CTX low (less than 200 pg/mL), P1NP low (less than 20 μg/L). | Anabolic therapy or drug holiday | Stimulate osteoblast activity (teriparatide equals intermittent PTH, romosozumab equals anti-sclerostin). Increase activation frequency, stimulate quiescent lining cells, increase bone formation rate (BFR/BS). For bisphosphonate-related low turnover: Drug holiday allows turnover to resume. | Adynamic bone with fragility fracture: Teriparatide 20 μg SC daily (18-24 months). Long-term bisphosphonates (greater than 5 years) with stable BMD, low fracture risk: Drug holiday (monitor BTMs, resume if CTX increases above 600 pg/mL). Hypoparathyroidism: Recombinant PTH(1-84) 50-100 μg SC daily (not widely available, manage calcium/calcitriol). |
| Normal-turnover balanced | Homeostasis maintained, no pathological bone loss. CTX 200-600 pg/mL, P1NP 20-80 μg/L, P1NP/CTX ratio 0.1-0.2. Bone mass stable. Remodeling cycle normal (3-6 months). | Prevention and maintenance (no pharmacotherapy) | Optimize calcium (1000-1200 mg daily) and vitamin D (target 25OHD greater than 75 nmol/L). Weight-bearing exercise reduces sclerostin, increases formation (Wolff's law). Fall prevention reduces fracture risk independent of BMD. | Healthy premenopausal women: Calcium 1000 mg daily (dietary plus supplement), vitamin D 1000-2000 IU daily, resistance exercise 30 minutes 3× weekly. Postmenopausal women with T-score -1.0 to -2.0 and normal BTMs: Same preventive measures, no pharmacotherapy unless fragility fracture or high FRAX score. |
Antiresorptive Therapy
Antiresorptive Agents - Mechanisms and Indications
| Agent | Mechanism | Dosing | Expected Response | Indications |
|---|---|---|---|---|
| Bisphosphonates (alendronate, risedronate, zoledronate) | Inhibit farnesyl pyrophosphate synthase (FPPS) in mevalonate pathway. Osteoclasts ingest bisphosphonate-bound bone, FPPS inhibition prevents prenylation of small GTPases (Rho, Rac, Ras), causes osteoclast apoptosis. Bind hydroxyapatite, remain in bone for years (long half-life). | Alendronate 70 mg PO weekly (or 10 mg daily). Risedronate 35 mg PO weekly (or 5 mg daily, 150 mg monthly). Zoledronate 5 mg IV yearly. Take oral bisphosphonates fasting with 200 mL water, remain upright 30 minutes (reduce esophageal irritation). | CTX decreases 50-70% within 3-6 months. P1NP decreases 30-50% (coupled suppression). BMD increases 3-6% at spine, 2-4% at hip over 3 years. Fracture risk reduction: Vertebral 40-70%, hip 40-50%, non-vertebral 20-30%. | Postmenopausal osteoporosis (T-score less than -2.5 or fragility fracture). Glucocorticoid-induced osteoporosis (prednisone greater than 7.5 mg daily for greater than 3 months, T-score less than -1.5). Paget disease (zoledronate 5 mg IV single dose for symptomatic or complicated Paget). |
| Denosumab | Fully human monoclonal antibody against RANKL. Blocks RANKL-RANK binding, prevents osteoclast formation, differentiation, and activity. Mimics OPG (endogenous decoy receptor). Reversible (effect dissipates 6 months after dose, rebound resorption risk). | 60 mg SC every 6 months. Supplemental calcium (500 mg daily) and vitamin D (800 IU daily) mandatory (hypocalcemia risk, especially if eGFR less than 30 mL/min/1.73m²). | CTX decreases 70-90% within 1 month (most potent antiresorptive). P1NP decreases 50-70%. BMD increases 8-10% at spine, 4-6% at hip over 3 years (greater gains than bisphosphonates). Fracture risk reduction: Vertebral 68%, hip 40%, non-vertebral 20%. | Postmenopausal osteoporosis (T-score less than -2.5 or fragility fracture). Particularly useful if: eGFR less than 30 (bisphosphonates contraindicated), poor oral bisphosphonate tolerance (esophageal irritation, GERD), patient preference (injection vs oral). After romosozumab (denosumab maintains BMD post-romosozumab, bisphosphonates cause loss). |
Denosumab Discontinuation - Rebound Resorption Risk
Stopping denosumab WITHOUT transitioning to bisphosphonate causes rapid bone loss and increased fracture risk.
Pathophysiology: Denosumab suppresses remodeling profoundly (CTX decreases 80-90%). After dose wears off (6 months), accumulated remodeling demand rebounds. Multiple BMUs activate simultaneously, causing rapid bone loss (3-5% per year) and increased fracture risk (relative risk 2-3 for vertebral fracture within 12 months of discontinuation).
Critical management:
- NEVER discontinue denosumab without transition therapy
- Transition to bisphosphonate 6 months after last denosumab dose (zoledronate 5 mg IV preferred, or alendronate 70 mg weekly)
- Bisphosphonate binds to bone surface, prevents rebound resorption
- Continue bisphosphonate for at least 12 months, then reassess
Exception: If denosumab must be stopped (e.g., planned major surgery, dental work requiring extraction), give zoledronate 5 mg IV BEFORE stopping denosumab (ideally 1-2 months before planned denosumab discontinuation).
Anabolic Therapy
Anabolic Agents - Mechanisms and Indications
| Agent | Mechanism | Dosing | Expected Response | Indications |
|---|---|---|---|---|
| Teriparatide (recombinant PTH 1-34) | Intermittent PTH stimulates osteoblast proliferation, differentiation, and matrix synthesis. Increases Wnt signaling, inhibits sclerostin. Activates quiescent lining cells. Anabolic window: Formation exceeds resorption in first 6-12 months. After 18-24 months, resorption catches up (activation increases remodeling space). | 20 μg SC daily (self-injection, thigh or abdomen). Maximum duration 24 months lifetime (osteosarcoma in rat studies, not confirmed in humans). Contraindicated: Paget disease, prior radiation therapy, bone metastases, hypercalcemia. | P1NP increases 100-200% within 1-3 months (earliest marker). CTX increases 50-100% (transient, first 1-2 months). BMD increases 6-9% at spine, 2-4% at hip over 18 months. Fracture risk reduction: Vertebral 65%, non-vertebral 35% (FREEDOM trial). | Severe osteoporosis (T-score less than -3.0 or multiple fractures). Glucocorticoid-induced osteoporosis with fracture despite bisphosphonates. Failed bisphosphonates (fracture while on therapy, BMD continues to decline). Anabolic preferred over antiresorptive in very low bone mass (T-score less than -3.5) or multiple fractures (builds bone rather than just preventing loss). |
| Romosozumab (anti-sclerostin antibody) | Humanized monoclonal antibody against sclerostin (SOST protein, osteocyte-exclusive). Sclerostin inhibits Wnt signaling (suppresses osteoblast differentiation). Romosozumab blocks sclerostin, increases Wnt, increases formation AND decreases resorption (dual effect, first 6-12 months). Mimics mechanical loading effect (loading reduces sclerostin). | 210 mg SC monthly (two 105 mg injections) for 12 months (then MUST transition to antiresorptive). Contraindicated: Myocardial infarction or stroke within 12 months (ARCH trial showed increased cardiovascular events vs alendronate, but not vs placebo in FRAME trial). Caution if cardiovascular disease. | P1NP increases 50-100% within 1 month. CTX initially decreases 50% (transient antiresorptive effect). BMD increases 13-16% at spine (greatest of any therapy), 6-8% at hip over 12 months. Fracture risk reduction: Vertebral 73%, non-vertebral 25% (FRAME trial). Superior to teriparatide for BMD gains (head-to-head STRUCTURE trial). | Severe osteoporosis (T-score less than -3.0 or multiple fractures). Post-romosozumab: MUST transition to denosumab (maintains BMD). If transition to bisphosphonate, BMD decreases (mechanism unknown, possibly related to romosozumab's transient antiresorptive effect preventing bisphosphonate binding). Use in high fracture risk when rapid BMD gain needed (imminent fracture risk). |
Sequential Therapy - Anabolic Followed by Antiresorptive
Critical principle: Always follow anabolic therapy (teriparatide or romosozumab) with antiresorptive therapy (bisphosphonate or denosumab) to consolidate BMD gains.
Sequencing rules:
- After romosozumab → transition to denosumab (not bisphosphonate). Denosumab maintains BMD, bisphosphonates cause BMD loss post-romosozumab (mechanism unknown, possibly romosozumab's antiresorptive effect prevents bisphosphonate binding).
- After teriparatide → transition to bisphosphonate or denosumab (both effective). Zoledronate 5 mg IV or alendronate 70 mg weekly or denosumab 60 mg SC every 6 months.
- Never give bisphosphonate before teriparatide (blunts anabolic response by suppressing remodeling space for new bone formation). If patient on bisphosphonates, stop 6-12 months before starting teriparatide.
Without consolidation therapy: BMD gains from teriparatide lost within 12 months. Fracture protection lost. Anabolic therapy creates new bone, but antiresorptive therapy preserves it.
Non-Pharmacological Management
Calcium and Vitamin D Optimization
Calcium:
- Target intake: 1000-1200 mg daily (total dietary plus supplemental)
- Dietary sources: Dairy (milk, yogurt, cheese), leafy greens (kale, bok choy), fortified foods (soy milk, orange juice), sardines with bones
- Supplementation: If dietary calcium less than 700 mg daily, supplement remainder. Calcium carbonate (40% elemental, take with food) or calcium citrate (20% elemental, take any time, better absorption if achlorhydria)
- Maximum single dose: 500 mg (absorption saturates above this). Split doses if greater than 500 mg daily needed.
Vitamin D:
- Target 25OHD level: Greater than 75 nmol/L (greater than 30 ng/mL) for optimal bone health, PTH suppression, fracture reduction
- Dosing: 1000-2000 IU daily (maintenance). If deficiency (25OHD less than 25 nmol/L): Loading dose 50,000 IU weekly × 8-12 weeks, then maintenance.
- Monitoring: Check 25OHD at baseline, 3 months after loading (ensure repletion), then annually. Target greater than 75 nmol/L.
- Toxicity: Rare (requires greater than 10,000 IU daily for months). Symptoms: Hypercalcemia, hypercalciuria, nephrocalcinosis.
Clinical pearl: Adequate calcium and vitamin D are prerequisites for all osteoporosis therapies. Antiresorptive therapy reduces fracture risk only if calcium/vitamin D replete. Anabolic therapy increases fracture risk if calcium inadequate (hypocalcemia, secondary hyperparathyroidism).
Exercise and Mechanical Loading
Weight-bearing exercise:
- Mechanism: Mechanical loading reduces osteocyte sclerostin expression (SOST). Less sclerostin increases Wnt signaling, increases osteoblast differentiation and bone formation. Unloading (bed rest, spaceflight) increases sclerostin, causes bone loss.
- Effective exercises: Walking, jogging, resistance training (squats, lunges, weightlifting), impact activities (jumping, tennis). Swimming and cycling are NOT weight-bearing (no impact loading).
- Dose: 30-60 minutes, 3-5 days per week. Resistance training 2-3 days per week (allow recovery).
- BMD effect: Modest (1-3% increase over 12 months in postmenopausal women). Primarily prevents loss rather than building bone. Greater effect on muscle strength, balance, fall prevention.
Fall prevention:
- Home safety: Remove tripping hazards (rugs, cords), adequate lighting, grab bars in bathroom, non-slip mats
- Balance training: Tai chi (reduces fall risk 40-50%, meta-analyses), yoga, balance exercises (single-leg stand)
- Vision correction: Annual eye exam, update glasses prescription, cataract surgery if indicated
- Medication review: Minimize sedatives, hypnotics, polypharmacy (greater than 4 medications increases fall risk)
Clinical pearl: Exercise reduces fracture risk independent of BMD changes. Mechanisms: Improved muscle strength, balance, coordination (reduce fall risk); bone geometry changes (periosteal apposition increases bone diameter, improves resistance to bending); improved bone quality (microarchitecture, not captured by BMD).
Lifestyle Modifications
Smoking cessation:
- Effect on remodeling: Smoking increases remodeling (nicotine and cadmium stimulate osteoclast activity, reduce osteoblast function). Smokers have 30-40% higher fracture risk independent of BMD.
- Mechanism: Nicotine increases cortisol (catabolic), reduces estrogen (postmenopausal women), impairs calcium absorption, increases oxidative stress (osteoblast/osteocyte apoptosis).
- Reversal: Fracture risk decreases toward non-smoker levels within 5-10 years of quitting. Bone density improves modestly (1-2%).
Alcohol moderation:
- Safe limit: Less than 2 standard drinks daily for men, less than 1 for women. Standard drink equals 12 oz beer, 5 oz wine, 1.5 oz spirits (14 g ethanol).
- Excess alcohol effect (greater than 3 drinks daily): Direct osteoblast toxicity, reduced calcium absorption, increased PTH (secondary hyperparathyroidism), increased fall risk, poor nutrition (vitamin D, calcium deficiency).
- Fracture risk: Heavy drinkers (greater than 3 drinks daily) have 2-fold increased fracture risk.
Nutrition:
- Protein: 1.0-1.2 g/kg body weight daily (elderly need higher protein, sarcopenia prevention). Low protein (less than 0.8 g/kg) associated with bone loss, fracture risk.
- Avoid excessive sodium: High sodium (greater than 5000 mg daily) increases urinary calcium loss, negative calcium balance.
- Avoid excessive caffeine: Greater than 400 mg daily (4 cups coffee) may increase calcium loss. Modest intake (1-2 cups daily) safe if adequate calcium intake.
Treatment Selection Algorithm
High-turnover state (CTX greater than 600 pg/mL, P1NP/CTX ratio less than 0.1):
- First-line: Antiresorptive (bisphosphonate or denosumab)
- Goal: Suppress excessive resorption, restore coupling balance
- Monitor: CTX should decrease 50-70% at 3-6 months
Low-turnover state (CTX less than 200 pg/mL, P1NP less than 20 μg/L):
- First-line: Anabolic therapy (teriparatide or romosozumab) if fracture history or very low BMD (T-score less than -3.0)
- Alternative: Drug holiday if low turnover from bisphosphonates and stable BMD
- Goal: Stimulate remodeling, increase bone formation
- Monitor: P1NP should increase 50-100% at 1-3 months
Severe osteoporosis (T-score less than -3.0 or multiple fractures):
- First-line: Anabolic therapy (teriparatide or romosozumab) for 12-24 months
- Then: Consolidate with antiresorptive (denosumab after romosozumab; bisphosphonate or denosumab after teriparatide)
- Rationale: Severe osteoporosis requires bone building, not just preventing loss
Remember: Treat underlying cause (vitamin D deficiency, primary hyperparathyroidism, hyperthyroidism) FIRST before starting bone-specific therapy. Ensure adequate calcium (1000-1200 mg daily) and vitamin D (target 25OHD greater than 75 nmol/L) for all patients.
Surgical Technique
Transiliac Bone Biopsy for Remodeling Assessment
Transiliac bone biopsy is the gold standard for assessing bone remodeling when diagnosis cannot be made by biochemical or radiological means. The procedure obtains intact trabecular bone core from iliac crest for histomorphometric analysis.
Indications for Bone Biopsy
Absolute Indications
Scenarios where biopsy is required for diagnosis:
-
Suspected osteomalacia with normal vitamin D: Tumor-induced osteomalacia (FGF23-secreting tumor, suspect if hypophosphatemia with normal 25OHD), hypophosphatasia (low alkaline phosphatase, genetic mutation), renal tubular acidosis type 2
-
Renal osteodystrophy - unclear turnover state: PTH level unreliable in CKD stage 5/dialysis. Biopsy determines: High-turnover (osteitis fibrosa) vs low-turnover (adynamic bone) vs osteomalacia (aluminum toxicity, rare). Treatment differs fundamentally.
-
Atypical presentation: Young patient (less than 40 years) with severe osteoporosis (T-score less than -3.0) without obvious cause. Bone pain with normal biochemistry (calcium, PTH, vitamin D, thyroid). Suspected primary bone tumor vs metabolic bone disease.
-
Treatment planning in uncertain cases: Fragility fracture with very low BTMs (CTX less than 150 pg/mL, P1NP less than 20 μg/L). Biopsy may reveal adynamic bone disease (bisphosphonates contraindicated, anabolic therapy indicated) vs osteomalacia (vitamin D replacement first).
Relative Contraindications
Situations where biopsy risk may outweigh benefit:
- Coagulopathy: INR greater than 1.5, platelets less than 50,000/μL, therapeutic anticoagulation (warfarin, heparin, DOAC). Correct coagulopathy before biopsy or use local hemostatic measures (tranexamic acid soaked gauze, gelfoam).
- Local infection: Cellulitis over iliac crest. Defer biopsy until infection resolved.
- Severe obesity: BMI greater than 40 (difficult to palpate landmarks, increased anesthesia risk). Consider imaging guidance (ultrasound, fluoroscopy).
- Previous iliac crest surgery: Bone graft harvest, ORIF of pelvic fracture. Choose contralateral side or alternative site (not standard).
Tetracycline Double-Labeling Protocol
Tetracycline labeling is MANDATORY for dynamic histomorphometry (MAR, BFR/BS calculation). Without labeling, only static parameters available (cannot assess remodeling rate).
Give tetracycline 250 mg orally four times daily (or doxycycline 100 mg twice daily) for 3 days.
Mechanism: Tetracycline binds calcium at mineralizing bone surfaces (forming osteoid being mineralized). Creates fluorescent yellow-green label visible on UV microscopy (unstained sections).
Alternative fluorochromes (if tetracycline contraindicated): Calcein green (15 mg/kg IV), alizarin red (20 mg/kg IV). Tetracycline preferred (oral, widely available, strong fluorescence).
Wait 10-14 days (typically 12 days) between first and second tetracycline courses.
Rationale: This interval allows sufficient new bone to mineralize, creating measurable separation between the two tetracycline labels. Distance between labels divided by interval (12 days) equals MAR (μm/day).
Critical: Interval must be known precisely (record dates). If interval incorrect, MAR calculation invalid.
Give second course tetracycline 250 mg orally four times daily for 3 days.
Timing: Start exactly 10-14 days after completing first course.
Result: Second fluorescent label forms at current mineralization front. Distance between two labels reflects bone deposited during interval.
Wait 3-5 days after completing second tetracycline course before performing biopsy.
Total timeline: First tetracycline day 0-3, drug-free day 4-15, second tetracycline day 16-19, biopsy day 19-24. Total 16-24 days from first tetracycline dose to biopsy.
Rationale: 3-5 day delay allows second label to fully form (mineralization continues for several days after tetracycline administration).
Tetracycline Contraindications
Pregnancy: Tetracycline crosses placenta, causes permanent tooth discoloration in fetus, skeletal abnormalities. Absolute contraindication.
Children less than 8 years: Permanent tooth discoloration (yellow-brown staining, hypoplasia of enamel). Use alternative fluorochromes (calcein, alizarin red, administered IV in OR at time of biopsy with controlled interval).
Tetracycline allergy: Anaphylaxis, severe photosensitivity. Use alternative fluorochromes.
Renal impairment: Tetracycline accumulates if eGFR less than 30 mL/min/1.73m². Reduce dose (tetracycline 250 mg twice daily instead of four times daily) or use doxycycline (less renal excretion, safer in CKD).
Surgical Technique - Step by Step
Position: Lateral decubitus, biopsy side up. Hips and knees flexed 90 degrees (relaxes abdominal muscles, improves access to iliac crest).
Site: Anterior iliac crest, 2 cm posterior and 2 cm inferior to anterior superior iliac spine (ASIS). Mark with surgical marker.
Rationale: This site targets trabecular-rich iliac bone (high remodeling rate, representative of axial skeleton). Avoid too anterior (dense cortical bone, difficult to penetrate) or too posterior (risk of superior gluteal vessels).
Laterality: Either side acceptable. If previous biopsy or surgery, use contralateral side. If Paget disease, biopsy affected bone (if unilateral) or representative site (if polyostotic).
Local anesthesia (most common): Lidocaine 1% with epinephrine (reduce bleeding). Infiltrate skin, subcutaneous tissue, periosteum (15-20 mL total). Wait 5-10 minutes for full effect.
Conscious sedation (optional): Midazolam 1-2 mg IV, fentanyl 50-100 μg IV. Monitor oxygen saturation, respiratory rate. Have reversal agents available (flumazenil, naloxone).
General anesthesia (if severe anxiety, patient preference, or pediatric): Propofol-based or inhalational. Short procedure (20-30 minutes), rapid recovery.
Post-biopsy analgesia: NSAIDs (ibuprofen 400 mg every 6-8 hours) or acetaminophen (1000 mg every 6 hours) for 24-48 hours. Opioids rarely needed.
Incision: 5-8 mm stab incision with #11 blade, perpendicular to skin. Deepen through subcutaneous fat to periosteum.
Periosteal dissection: Use periosteal elevator to clear soft tissue from outer cortex (1-2 cm diameter circle). Expose bone surface.
Cortical window (optional, if trephine cannot penetrate intact cortex): Use 3-4 mm drill bit to create pilot hole through outer cortex. Widen to 7-8 mm with larger drill or rongeur. Facilitates trephine passage.
Alternative - direct trephine advancement: If osteoporotic bone (thin cortex), may advance trephine directly without pre-drilling. Rotate trephine with firm steady pressure (avoid forceful jabbing, may fracture cortex).
Trephine needle: Jamshidi needle (7-8 mm internal diameter, 10-15 cm length) most common. Alternative: Minnesota bone biopsy needle, Islam needle.
Advancement: Rotate trephine clockwise with downward pressure, advancing through outer cortex → trabecular bone → inner cortex. Maintain perpendicular angle to bone surface (avoid angling, may exit lateral cortex).
Depth: Advance until both cortices penetrated (feel "give" as inner cortex breached). Total core length 1-2 cm (includes both cortices and intervening trabecular bone).
Core harvest: Rotate trephine 360 degrees to shear bone core at base. Withdraw trephine. Extract core from trephine lumen using obturator or probe (push from proximal end, core exits distal end).
Specimen handling: Place core immediately in fixative (70% ethanol preferred for histomorphometry; formalin acceptable). DO NOT allow to dry (artifact). Label with patient ID, side (left/right ilium), orientation (mark anterior/superior end with suture or ink).
Critical Technical Points
Preserve core integrity:
- Use trephine with sharp cutting edge (dull trephine crushes bone, creates artifact)
- Gentle steady pressure (forceful jamming fractures core)
- Rotate continuously while advancing (prevents binding)
- Retrieve core carefully (broken core loses orientation, reduces trabecular bone for analysis)
Ensure adequate trabecular bone:
- Core must include both cortices plus intervening trabecular bone (minimum 5 mm trabecular thickness)
- If core too superficial (only outer cortex), reinsert trephine deeper
- If core too narrow (less than 6 mm diameter), trabecular analysis may be inadequate (consider second biopsy)
Avoid contamination:
- Do NOT decalcify specimen (destroys tetracycline labels, prevents dynamic histomorphometry)
- Do NOT place in formalin if histomorphometry intended (use 70% ethanol or dedicated bone fixative)
- Communicate with pathology lab: "For bone histomorphometry, do NOT decalcify"
Hemostasis and Wound Closure
Direct pressure: Apply gauze soaked with 1:1000 epinephrine to biopsy site. Hold firm pressure 5-10 minutes.
Bone wax (if bleeding from cortical bone edges): Apply small amount (pea-sized) to exposed cortical surfaces. Press into bone to seal vascular channels.
Gelfoam or thrombin-soaked gauze: Pack into biopsy cavity if persistent oozing. Leave in situ (absorbed over days-weeks).
Reassess: Remove pressure, observe for 1-2 minutes. If no active bleeding, proceed to closure. If bleeding continues, re-apply pressure or add hemostatic agent.
Skin closure: Single interrupted 3-0 or 4-0 nylon suture (stab incision small, one suture usually sufficient). Alternative: Skin glue (Dermabond), adhesive strips (Steri-Strips).
Subcutaneous closure: Not required for small incision (5-8 mm).
Dressing: Sterile gauze and adhesive tape (Tegaderm, Opsite). Compression dressing (elastic bandage wrapped around pelvis) for 4-6 hours (reduce hematoma risk).
Suture removal: 7-10 days (outpatient). If skin glue used, no removal needed (sloughs in 7-14 days).
Immediate: Observe 30-60 minutes for bleeding, hematoma. Check dressing, vital signs. Ensure patient can ambulate safely (avoid syncope from sedation or vasovagal response).
Activity: Avoid strenuous activity 24-48 hours (heavy lifting, running, jumping). Walking and light activities acceptable.
Analgesia: NSAIDs or acetaminophen as needed. Ice pack to site 20 minutes every 2-3 hours for 24 hours (reduce swelling, pain).
Warning signs: Contact provider if excessive pain, expanding hematoma (greater than 5 cm diameter), wound dehiscence, signs of infection (fever, purulent drainage, erythema). Infection rate less than 1% with sterile technique.
Transiliac Biopsy - Critical Steps for Viva
Examiner question: "Describe the technique for transiliac bone biopsy for remodeling assessment."
Key points to mention:
- Tetracycline double-labeling: Essential for dynamic histomorphometry. Protocol: 3 days tetracycline, 12-day interval, 3 days tetracycline, then biopsy 3-5 days later.
- Site: 2 cm posterior and 2 cm inferior to ASIS. Targets trabecular-rich iliac bone.
- Trephine: Jamshidi needle (7-8 mm diameter). Advance through both cortices to obtain 1-2 cm core.
- Core handling: Place in 70% ethanol (NOT formalin). Do NOT decalcify (destroys tetracycline labels).
- Hemostasis: Direct pressure, bone wax if needed. Hematoma is most common complication (5-10%).
Common pitfall: Forgetting to mention tetracycline labeling (biopsy without labeling only provides static parameters, cannot assess MAR or BFR/BS).
Complications
Complications of Abnormal Bone Remodeling
Complications categorized by remodeling state:
Skeletal Complications by Remodeling State
| Remodeling State | Primary Skeletal Complications | Mechanism | Clinical Presentation | Management Principles |
|---|---|---|---|---|
| High-turnover remodeling (accelerated) | Fragility fractures (vertebral, hip, distal radius). Pathological fractures (Paget disease). Bone pain (microfractures, increased remodeling activity). Skeletal deformity (Paget: bowing, skull enlargement). Hypercalcemia (excessive bone resorption releasing calcium). | Excessive osteoclastic resorption creates trabecular perforation and cortical thinning. Remodeling imbalance: Resorption exceeds formation, net bone loss. Microarchitectural deterioration: Loss of trabecular connectivity. Paget: Woven bone formation (disorganized, mechanically weak). | Fragility fracture from minimal trauma (fall from standing height). Bone pain (deep, aching, worse at night). Vertebral collapse (acute onset back pain, kyphosis). Paget: Bowing deformity (tibia, femur), skull enlargement (hat size increase), warmth over affected bone. | Antiresorptive therapy: Bisphosphonates or denosumab to suppress excessive remodeling. Fracture stabilization: Surgical fixation for displaced fractures, prophylactic fixation for impending pathological fractures. Calcium and vitamin D: Prevent hypercalcemia worsening with antiresorptives (calcium drops acutely). Pain management: NSAIDs, analgesics. Paget-specific: Zoledronate 5 mg IV single dose (normalizes BSAP in 85%, reduces bone pain). |
| Low-turnover remodeling (suppressed) | Atypical femoral fractures (AFF, subtrochanteric/diaphyseal). Impaired fracture healing (delayed union, nonunion). Hypocalcemia (suppressed remodeling reduces calcium release). Microdamage accumulation (reduced repair capacity). Osteonecrosis of jaw (MRONJ, impaired bone turnover prevents healing). | Oversuppression of remodeling by bisphosphonates (greater than 5 years) or denosumab. Reduced targeted remodeling: Microdamage normally triggers local BMU activation for repair; if remodeling suppressed, microdamage accumulates. Cortical stress: Chronic loading causes fatigue failure in lateral femoral cortex (high tensile stress region). Impaired vascular repair. | AFF: Prodromal thigh pain (weeks to months before fracture), lateral thigh aching. Fracture: Low-energy trauma (often spontaneous), transverse fracture line, lateral cortex spike, minimal comminution. MRONJ: Non-healing extraction socket (greater than 8 weeks), exposed bone in maxilla/mandible, pain, infection. Impaired healing: Fracture site pain persisting greater than 6 months. | Antiresorptive drug holiday: Stop bisphosphonates if AFF suspected or prodromal pain. Prophylactic fixation: Intramedullary nail for incomplete AFF (prevent completion). Fracture treatment: IM nail for complete AFF, bone stimulation (teriparatide). MRONJ prevention: Dental clearance before starting antiresorptives, avoid invasive dental during therapy. MRONJ treatment: Conservative (antibiotics, oral rinses), limited debridement (extensive surgery worsens). Teriparatide: Consider for impaired healing (anabolic stimulus). |
Medication-Related Complications of Remodeling Therapies
Medication-Related Osteonecrosis of Jaw (MRONJ)
Definition: Exposed bone in maxillofacial region persisting greater than 8 weeks in patient with antiresorptive or antiangiogenic therapy, without history of radiation therapy.
Incidence:
- Oral bisphosphonates (osteoporosis doses): 0.01-0.1% (1 in 1,000 to 10,000 patient-years)
- IV bisphosphonates (zoledronate, oncology doses): 1-15% (dose-dependent, oncology doses 10-fold higher than osteoporosis)
- Denosumab (osteoporosis): 0.04% (similar to oral bisphosphonates)
- Denosumab (oncology doses, 120 mg monthly): 1-2%
Risk factors: Invasive dental procedures (extraction, implants, periodontal surgery). Duration of therapy (risk increases with greater than 4 years bisphosphonates). Glucocorticoid use. Diabetes. Smoking. Poor oral hygiene.
Pathophysiology: Antiresorptives suppress bone turnover, impairing healing of extraction socket or traumatized mandible/maxilla. Jawbone exposed to oral bacteria (high bacterial load), infection develops, nonhealing ensues. Zoledronate potency and long half-life (10 years) contribute.
Prevention: Dental examination and clearance BEFORE starting antiresorptives. Complete necessary extractions, allow 4-6 weeks healing before drug initiation. Maintain excellent oral hygiene during therapy. Avoid elective invasive dental during therapy (consider alternatives: endodontic therapy vs extraction).
Management: Conservative: Chlorhexidine oral rinses, antibiotics (amoxicillin-clavulanate or doxycycline), pain control. Limited debridement (remove loose sequestra only). Avoid extensive surgical debridement (worsens nonhealing). Drug holiday (stop antiresorptive, but may not improve if bisphosphonate, due to long half-life). Teriparatide (case reports, enhances healing in some). Hyperbaric oxygen (adjunct, limited evidence).
Atypical Femoral Fractures (AFF)
ASBMR diagnostic criteria (must meet ALL major criteria):
- Location: Subtrochanteric (below lesser trochanter) or femoral diaphyseal
- Fracture line orientation: Transverse or short oblique (less than 30 degrees from transverse)
- Minimal or no comminution
- Complete fractures: Involve both cortices; incomplete: Involve only lateral cortex
- No trauma or low-energy trauma (fall from standing height or less)
Minor features (supportive but not required): Lateral cortex spike (periosteal reaction, beaking). Prodromal pain (thigh or groin, weeks to months before fracture). Bilaterality (20-30% have contralateral incomplete or complete AFF). Delayed healing. Generalized cortical thickening of femoral diaphysis.
Incidence: 3-50 per 100,000 patient-years on bisphosphonates (increases with duration, rare before 5 years, 100 per 100,000 after 10 years). Risk vs benefit: For every 100 hip fractures prevented by bisphosphonates, approximately 1 AFF occurs (net benefit strongly positive).
Pathophysiology: Chronic suppression of bone turnover (greater than 5 years bisphosphonates, or denosumab) impairs targeted remodeling. Microdamage accumulates in lateral femoral cortex (high tensile stress during gait). Stress reaction progresses to incomplete fracture (lateral cortex), then complete fracture if untreated. Cortical thickening paradoxically weakens bone (woven bone, not lamellar).
Management - Incomplete AFF (lateral cortex stress reaction):
- Stop antiresorptive immediately (drug holiday)
- Protected weight-bearing (crutches, limit loading)
- Calcium 1200 mg/day, vitamin D 2000 IU/day
- Consider teriparatide 20 mcg SC daily (anabolic stimulus, may enhance healing, off-label use, limited evidence)
- Serial radiographs every 4-6 weeks (assess progression)
- Prophylactic intramedullary nailing if: Progression on serial radiographs, persistent pain despite conservative management, patient unable to comply with weight-bearing restrictions, bilateral (nail symptomatic side, consider prophylactic nail contralateral)
Management - Complete AFF:
- Intramedullary nail fixation (cephalomedullary nail if subtrochanteric, antegrade femoral nail if diaphyseal)
- Stop antiresorptive
- Teriparatide 20 mcg SC daily for 6-12 months (enhances healing, FDA-approved for this indication in some countries)
- Bone stimulation (adjunct, limited evidence)
- Assess and treat contralateral femur (radiograph, consider prophylactic nail if incomplete fracture)
- Expect delayed healing (union at 6-12 months vs typical 3-4 months for traumatic femur fracture)
Denosumab Rebound - Multiple Vertebral Fractures Risk
Stopping denosumab without transition to bisphosphonate causes rebound increase in bone turnover and high risk of multiple spontaneous vertebral fractures.
Epidemiology: After denosumab discontinuation, 10-15% of patients experience multiple vertebral fractures (mean 3-4 fractures per patient, range 2-10). Fractures occur 7-20 months after last dose (median 12 months). Risk higher in patients with prior vertebral fracture or lower baseline BMD.
Pathophysiology:
- Denosumab half-life 26 days, effect duration 6 months (RANKL blockade wears off)
- After effect wears off, accumulated osteoclast precursors differentiate rapidly (rebound osteoclastogenesis)
- Multiple BMUs activate simultaneously, causing rapid bone loss (3-5% per year, equivalent to 2-3 years of bone loss in 12 months)
- Vertebral bone loss greater than hip (trabecular bone higher turnover)
- Increased fracture risk: Relative risk 2-3 for vertebral fracture in first 12 months off denosumab
Prevention (CRITICAL):
- NEVER discontinue denosumab without transition therapy
- Transition to bisphosphonate 6 months after last denosumab dose (when next dose would have been given)
- Preferred: Zoledronate 5 mg IV (single dose, high potency, long duration), OR alendronate 70 mg weekly for at least 12 months
- Bisphosphonate binds to bone surface, prevents rebound resorption
- Continue bisphosphonate for 12-24 months, then reassess (measure BTMs, if CTX less than 400 pg/mL, may consider drug holiday)
If rebound fractures occur: Restart denosumab immediately (suppresses ongoing rebound), treat fractures (vertebroplasty/kyphoplasty for symptomatic vertebral compression fractures), calcium and vitamin D supplementation, pain management.
AFF vs Typical Femur Fracture - Viva Differentiators
Examiner asks: "How do you distinguish atypical femoral fracture from typical osteoporotic femur fracture on radiograph?"
Model answer structure:
Atypical femoral fracture (AFF):
- Location: Subtrochanteric (between lesser trochanter and 5 cm distal) or diaphyseal shaft
- Fracture line: Transverse or short oblique (less than 30 degrees), starts at lateral cortex
- Cortical morphology: Thickened cortices (paradoxical, cortex 1.5-2x normal thickness), lateral cortex spike (periosteal beaking)
- Comminution: Minimal or absent (simple fracture pattern)
- Bilaterality: 20-30% have contralateral AFF (complete or incomplete)
- History: Bisphosphonate use greater than 5 years, prodromal thigh pain (70% report pain weeks to months before), low-energy trauma or spontaneous
Typical osteoporotic femur fracture:
- Location: Femoral neck (intracapsular), intertrochanteric (extracapsular, between greater and lesser trochanter), or supracondylar (distal metaphysis)
- Fracture line: Oblique or spiral (follows lines of stress), starts medially (compression side)
- Cortical morphology: Thin cortices (osteoporotic bone loss)
- Comminution: Often comminuted (especially intertrochanteric with posterior medial fragment)
- Bilaterality: Rare
- History: Trauma (fall from standing height), no prodromal pain, may or may not be on bisphosphonates
Key discriminators: Transverse fracture line starting at lateral cortex + thickened cortices + subtrochanteric/diaphyseal location = AFF. Oblique fracture line + thin cortices + neck/intertrochanteric location = typical osteoporotic fracture.
Monitoring and Follow-Up
Monitoring Patients on Remodeling-Modulating Therapies
General principles:
- Regular monitoring ensures treatment efficacy, identifies non-responders, detects complications early
- Monitoring frequency depends on drug type, baseline fracture risk, comorbidities
- Key parameters: Bone mineral density (DEXA), bone turnover markers (BTMs), calcium and vitamin D levels, clinical fractures, adverse events
Monitoring Antiresorptive Therapy (Bisphosphonates, Denosumab)
Baseline Assessment (Before Starting Therapy)
Essential investigations before initiating antiresorptives:
1. DEXA scan:
- Measure baseline BMD at lumbar spine (L1-L4), total hip, femoral neck
- Calculate T-scores (for postmenopausal women and men greater than 50 years)
- Establish baseline for future comparison (least significant change LSC typically 3-4%)
2. Serum biochemistry:
- Calcium (corrected for albumin): Ensure normocalcemic (2.15-2.55 mmol/L). Hypocalcemia relative contraindication, correct before starting.
- 25-OH vitamin D: Target greater than 50 nmol/L (greater than 20 ng/mL) before antiresorptive initiation. Supplement if low (loading dose then maintenance).
- Creatinine and eGFR: Assess renal function. Bisphosphonates contraindicated if eGFR less than 30-35 mL/min/1.73m² (denosumab safe in renal impairment but hypocalcemia risk higher).
- PTH: If calcium borderline or vitamin D very low (exclude primary hyperparathyroidism, secondary hyperparathyroidism).
- Phosphate: Usually normal, low in osteomalacia (check if suspected).
3. Bone turnover markers (optional baseline):
- CTX (resorption marker): Baseline measurement allows comparison after treatment to confirm biochemical response
- P1NP (formation marker): Less commonly measured at baseline for antiresorptives
4. Dental assessment:
- Dental examination and clearance (complete necessary extractions before starting antiresorptives to reduce MRONJ risk)
- Document existing dental problems
5. Clinical fracture history:
- Document prevalent fractures (vertebral on lateral thoracolumbar radiograph, peripheral fractures by history)
- Establish baseline fracture burden
Follow-Up Schedule on Antiresorptive Therapy
Year 1-2 (Intensive monitoring phase):
3 months after initiation:
- Serum calcium (check for hypocalcemia, especially with denosumab or IV bisphosphonates)
- Vitamin D level (ensure adequacy with supplementation)
- CTX (optional): Expect 50-70% reduction from baseline (confirms biochemical response)
- Clinical assessment: Adverse events (GI symptoms with oral bisphosphonates, myalgias), new fractures, compliance with oral bisphosphonates
6-12 months after initiation:
- CTX (if checked): Confirm suppression maintained (target less than 400 pg/mL)
- Clinical assessment: Fractures, adverse events, compliance
- Denosumab-specific: Ensure next dose on schedule (every 6 months, do not delay)
12-24 months after initiation:
- DEXA scan: Repeat at 1-2 years (typically 2 years). Assess BMD response:
- Expected response: Stable or increased BMD (increase 2-5% at spine, 1-3% at hip in first 2 years)
- Non-responder: BMD decrease greater than LSC (typically greater than 3-4% loss) or incident fracture despite therapy
- Serum calcium, vitamin D: Annual checks
- Clinical assessment: Fractures, adverse events, dental problems
Years 3-5 (Maintenance monitoring):
- DEXA: Every 2-3 years (if stable)
- Clinical assessment: Annual (fractures, adverse events, medication review)
- Calcium, vitamin D: Annual
- BTMs: Not routinely needed if DEXA stable and no fractures
Beyond 5 years (Drug holiday consideration):
- Assess need for continued therapy vs drug holiday (see Management section, drug holiday algorithm)
- If continuing: DEXA every 2-3 years, clinical assessment annual, monitor for AFF (thigh pain, MRONJ)
- If drug holiday: Monitor BTMs every 6-12 months (watch for rebound), DEXA 1-2 years, resume if BTMs increase or BMD decreases
Monitoring Anabolic Therapy (Teriparatide, Romosozumab)
Monitoring Schedule for Anabolic Therapies
| Timepoint | Teriparatide (Daily SC Injection, 24 months max) | Romosozumab (Monthly SC Injection, 12 months max) | Key Investigations | Action Thresholds |
|---|---|---|---|---|
| Baseline (before starting) | Ensure normocalcemia (calcium 2.15-2.55 mmol/L). Vitamin D greater than 50 nmol/L. Baseline DEXA (spine, hip). P1NP baseline (optional). Exclude hypercalcemia (PTH-mediated hypercalcemia contraindication for teriparatide). Cardiovascular risk assessment (romosozumab: MI/stroke history relative contraindication). | Same as teriparatide. Additional: Screen for cardiovascular disease (prior MI, stroke, peripheral vascular disease). ECG if cardiac history. Assess cardiovascular risk factors (hypertension, diabetes, smoking). | DEXA (spine, hip). Calcium, vitamin D, PTH. P1NP (optional). Cardiovascular assessment (romosozumab). Creatinine/eGFR. | Contraindications: Hypercalcemia (teriparatide), prior MI/stroke less than 12 months (romosozumab relative contraindication). Vitamin D less than 30 nmol/L (supplement first). eGFR less than 30 (use with caution, adjust dose). |
| 1 month | Clinical assessment: Injection site reactions, nausea (transient, usually resolves), hypercalcemia symptoms (rare). Serum calcium (if symptomatic or high baseline calcium). Teach injection technique, assess compliance. | Clinical assessment: Injection site reactions, hypersensitivity. Cardiovascular symptoms (chest pain, palpitations). Hypocalcemia (more common than teriparatide, romosozumab has transient antiresorptive effect). Serum calcium. Monitor blood pressure. | Serum calcium. Clinical assessment (adverse events, compliance). Blood pressure (romosozumab). | Calcium greater than 2.65 mmol/L (greater than 10.5 mg/dL): Check PTH, consider stopping teriparatide if persistently elevated. New cardiovascular symptoms (romosozumab): Cardiology referral, consider stopping. Non-compliance: Address barriers (cost, injection technique, side effects). |
| 3 months | P1NP measurement (optional): Expect 100-200% increase from baseline. If P1NP not increased (less than 50% rise), check compliance, vitamin D adequacy, consider non-responder. Calcium, vitamin D levels. Clinical assessment. | P1NP: Expect greater than 100% increase (romosozumab potent anabolic effect). Calcium (may be lower than baseline, romosozumab has antiresorptive effect). Clinical and cardiovascular assessment. | P1NP (assess anabolic response). Calcium, vitamin D. Clinical assessment. | P1NP not increased: Suggests non-response. Check compliance (patient actually injecting?), vitamin D adequacy (if less than 50 nmol/L, inadequate substrate for bone formation), concurrent medications (glucocorticoids blunt response). If non-compliant, address. If compliant, consider alternative therapy. New fracture at 3 months: Continue therapy (too early to expect fracture protection), investigate other causes (falls, secondary osteoporosis). |
| 6-12 months | Clinical assessment: Fractures, adverse events, compliance. Calcium, vitamin D annually. P1NP (optional, should remain elevated, confirms ongoing anabolic effect). DEXA at 12 months (optional, some do at 12 months to confirm early response; standard is 24 months). | DEXA at 12 months (end of therapy, romosozumab course is 12 months only). Assess BMD response: Expect 10-15% increase spine, 5-7% hip. Calcium, vitamin D. P1NP (should be elevated). Plan transition to antiresorptive (mandatory after romosozumab). Cardiovascular assessment. | DEXA at 12 months (romosozumab) or 24 months (teriparatide). Calcium, vitamin D. P1NP (optional). Clinical assessment. | Romosozumab at 12 months: Transition to denosumab (NOT bisphosphonate, see Management section). If BMD not increased significantly (less than 5% at spine), investigate non-response (compliance, vitamin D, secondary causes). Teriparatide ongoing: Continue to 24 months (maximum duration). |
| 24 months (teriparatide completion) | DEXA at 24 months (end of therapy). Assess BMD response: Expect 8-12% increase spine, 3-5% hip. Plan transition to antiresorptive (bisphosphonate or denosumab, mandatory to consolidate gains). If BMD not increased, investigate non-response. | N/A (romosozumab maximum 12 months) | DEXA. Plan transition therapy. | Transition to antiresorptive within 1 month of last teriparatide dose. Options: Zoledronate 5 mg IV, alendronate 70 mg weekly, denosumab 60 mg SC every 6 months. Do not stop after teriparatide without transition (BMD gains lost within 12 months). If BMD response inadequate (less than 3% increase at spine): Reassess diagnosis (exclude secondary osteoporosis), assess compliance during therapy, check vitamin D adequacy, consider densitometry error. |
Mandatory Transition After Anabolic Therapy
NEVER stop anabolic therapy (teriparatide or romosozumab) without immediately transitioning to antiresorptive therapy.
Without transition:
- BMD gains from teriparatide lost within 12 months (return to baseline or below)
- Fracture protection lost
- Patient exposed to treatment (injections, cost, side effects) for no lasting benefit
Transition protocols:
- After teriparatide (24 months): Transition to bisphosphonate (zoledronate 5 mg IV preferred, or alendronate 70 mg weekly) OR denosumab 60 mg SC every 6 months. Start within 1 month of last teriparatide dose.
- After romosozumab (12 months): Transition to denosumab only (NOT bisphosphonate). Bisphosphonates cause BMD loss after romosozumab (mechanism unclear, possibly romosozumab's antiresorptive effect prevents bisphosphonate binding). Denosumab maintains romosozumab BMD gains. Start denosumab 1 month after last romosozumab dose.
Duration of consolidation therapy: Minimum 12 months antiresorptive after anabolic therapy. Then reassess: If BMD stable and low fracture risk, may consider drug holiday (bisphosphonates) or continue therapy (denosumab, high-risk patients).
Viva Scenario - Poor Response to Bisphosphonates
Examiner presents: "A 72-year-old woman has been on alendronate 70 mg weekly for 3 years for osteoporosis. Her DEXA shows BMD at lumbar spine has decreased from T-score -2.8 to -3.2 (5% loss). She reports taking the medication as prescribed. How do you approach this?"
Model answer structure:
1. Define treatment failure: "This patient meets criteria for inadequate response to bisphosphonates: BMD decrease greater than least significant change (typically 3-4%, she has lost 5%) despite 3 years of therapy. This requires investigation and management adjustment."
2. Assess compliance (most common cause of apparent failure): "First, I would thoroughly assess medication compliance and administration technique:
- Is she actually taking the medication weekly? (Patients may forget, stop due to side effects, or not understand importance.)
- Is she taking it correctly? Alendronate requires: (1) First thing in morning on empty stomach, (2) With full glass plain water (not juice, coffee, milk), (3) Remain upright 30 minutes, (4) Nothing else to eat/drink for 30 minutes.
- Common errors: Taking with coffee, lying down immediately, eating breakfast shortly after, taking with other medications.
- Pharmacy refill records can confirm prescription fills (though not actual ingestion)."
3. Assess calcium and vitamin D adequacy: "Check serum calcium (corrected for albumin) and 25-OH vitamin D. If vitamin D less than 50 nmol/L, inadequate substrate for bone formation despite bisphosphonate preventing resorption. Supplement to target greater than 75 nmol/L. Ensure dietary calcium 1200 mg/day or calcium carbonate/citrate supplementation."
4. Investigate secondary causes of osteoporosis: "Order investigations for secondary osteoporosis (causes of ongoing bone loss despite therapy):
- Thyroid function (TSH): Hyperthyroidism increases bone turnover
- Serum protein electrophoresis, immunofixation: Multiple myeloma (especially if unexplained anemia, renal impairment, or bone pain)
- PTH: Primary hyperparathyroidism (check if calcium elevated or high-normal)
- Celiac serology (tissue transglutaminase IgA): Malabsorption causing calcium/vitamin D deficiency
- 24-hour urine calcium and creatinine: Hypercalciuria (renal calcium wasting)
- Morning cortisol or 24-hour urine cortisol: Cushing syndrome (if clinical features)
- In men: Testosterone, SHBG (hypogonadism common secondary cause)
- Consider: Bone marrow examination if myeloma suspected, endocrinology referral if complex."
5. Check bone turnover markers: "Measure CTX and P1NP. If CTX greater than 400 pg/mL (not suppressed), suggests bisphosphonate not being absorbed (compliance issue or malabsorption) or intrinsic non-response. If CTX appropriately suppressed (less than 300 pg/mL), suggests bisphosphonate working biochemically but BMD loss from other causes (secondary osteoporosis, falls, immobilization)."
6. Management adjustment: "Based on findings:
- If compliance issue identified: Re-educate on correct administration, consider switching to IV zoledronate 5 mg annually (eliminates compliance issues, more potent).
- If vitamin D deficiency: Supplement aggressively (loading 50,000 IU weekly x 8 weeks, then maintenance 2000 IU daily), continue alendronate, recheck DEXA in 2 years.
- If secondary osteoporosis identified: Treat underlying cause (e.g., hyperthyroidism, celiac disease), continue antiresorptive, may need more potent therapy.
- If true non-responder (compliant, normal labs, CTX suppressed, no secondary causes): Switch to alternative therapy. Options: (1) Denosumab 60 mg SC every 6 months (more potent antiresorptive, different mechanism), (2) Anabolic therapy (teriparatide or romosozumab) if high fracture risk (prior fragility fractures, very low BMD T-score less than -3.5), then transition to denosumab."
Key viva points: Compliance is most common cause of apparent bisphosphonate failure. Must exclude secondary osteoporosis before declaring true non-response. IV bisphosphonate (zoledronate) bypasses GI absorption issues. Anabolic therapy reserved for high-risk non-responders.
Outcomes
Outcomes of Remodeling-Modulating Therapies
Key outcome measures:
- Fracture risk reduction (primary outcome, clinical benefit)
- BMD improvement (surrogate outcome, correlates with fracture reduction)
- Bone turnover marker suppression or increase (biochemical response)
- Safety and tolerability (adverse events, treatment discontinuation)
Antiresorptive Therapy Outcomes
Fracture Risk Reduction with Antiresorptive Therapies
| Therapy | Vertebral Fracture Risk Reduction | Hip Fracture Risk Reduction | Non-Vertebral Fracture Risk Reduction | BMD Improvement (3 years) | Key Trial |
|---|---|---|---|---|---|
| Alendronate (oral bisphosphonate, 70 mg weekly) | 47% relative risk reduction (RRR) vs placebo. Number needed to treat (NNT) approximately 20 for 3 years to prevent 1 vertebral fracture. | 51% RRR in patients with prevalent vertebral fractures. No significant reduction in patients without prevalent fractures (insufficient power, low baseline risk). | 20-30% RRR overall. Greater effect in high-risk patients (prevalent fractures, very low BMD). | Lumbar spine: +8-10% vs baseline. Total hip: +6% vs baseline. Femoral neck: +5% vs baseline. Placebo comparators show -1 to -3% loss. | FIT trial (Fracture Intervention Trial): 2027 women with low BMD and prevalent vertebral fractures, alendronate 5-10 mg daily (equivalent to 70 mg weekly) vs placebo x 3 years. |
| Zoledronate (IV bisphosphonate, 5 mg annually) | 70% RRR vs placebo. NNT approximately 14 for 3 years. More potent than oral bisphosphonates (compliance guaranteed, higher bioavailability). | 41% RRR. Significant reduction even in patients without prevalent vertebral fractures (greater power than alendronate trials). | 25% RRR overall. Wrist fracture: 30% RRR. | Lumbar spine: +10-12% vs baseline. Total hip: +6-7% vs baseline. Greater than alendronate (more potent, 100% bioavailability vs 0.5-1% oral). | HORIZON-PFT trial (Pivotal Fracture Trial): 7765 postmenopausal women with osteoporosis, zoledronate 5 mg IV annually vs placebo x 3 years. Also HORIZON-RFT (Recurrent Fracture Trial): 2127 patients within 90 days of hip fracture, zoledronate reduced subsequent fractures and mortality. |
| Denosumab (anti-RANKL antibody, 60 mg SC every 6 months) | 68% RRR vs placebo. NNT approximately 15 for 3 years. Comparable to zoledronate, more potent than oral bisphosphonates. | 40% RRR. Similar to zoledronate. | 20% RRR overall. Includes non-spine fractures (wrist, humerus, pelvis, ribs). | Lumbar spine: +13-15% vs baseline (GREATEST BMD increase of all antiresorptives, very potent RANKL inhibition). Total hip: +8-9% vs baseline. Continues to increase up to 10 years (unlike bisphosphonates which plateau at 3-5 years). | FREEDOM trial: 7868 postmenopausal women with osteoporosis, denosumab 60 mg SC every 6 months vs placebo x 3 years. Extension study: BMD continued to increase to year 10, fracture reduction sustained, but stopping causes rebound. |
Anabolic Therapy Outcomes
Fracture Risk Reduction with Anabolic Therapies
| Therapy | Vertebral Fracture Risk Reduction | Non-Vertebral Fracture Risk Reduction | BMD Improvement | Treatment Duration | Key Trial |
|---|---|---|---|---|---|
| Teriparatide (recombinant PTH 1-34, 20 mcg SC daily) | 65% RRR vs placebo. NNT approximately 12 for 18 months. GREATER fracture reduction than antiresorptives (anabolic effect superior to antiresorptive for vertebral fractures). | 53% RRR overall. Includes hip (not statistically significant individually, trial underpowered for hip fractures), wrist, ribs. Greater effect than oral bisphosphonates, similar to denosumab. | Lumbar spine: +9-13% at 24 months (peak effect). Total hip: +3-6% at 24 months (less than spine, cortical bone responds less to anabolic therapy than trabecular). BMD DECREASES after stopping unless transition to antiresorptive (returns to baseline within 12 months). | 24 months maximum (FDA/TGA restriction, based on rat osteosarcoma study, not seen in humans). Must transition to antiresorptive after completion to consolidate gains. | Neer trial: 1637 postmenopausal women with osteoporosis and prevalent vertebral fractures, teriparatide 20 mcg or 40 mcg SC daily vs placebo x median 18 months (stopped early due to efficacy). 20 mcg dose standard (40 mcg no additional benefit, higher cost and side effects). |
| Romosozumab (anti-sclerostin antibody, 210 mg SC monthly) | 73% RRR vs placebo at 12 months. 75% RRR vs alendronate at 12 months (ARCH trial, head-to-head). HIGHEST vertebral fracture reduction of any therapy (dual anabolic and antiresorptive effect). | 36% RRR vs placebo. 19% RRR vs alendronate (non-significant). After transition to denosumab (months 12-24), further reduction vs alendronate comparator. | Lumbar spine: +13-17% at 12 months (HIGHEST BMD increase of any therapy, rapid effect). Total hip: +6-8% at 12 months. Dual mechanism: Increased formation (Wnt pathway activation) + decreased resorption (sclerostin inhibition reduces osteoclast recruitment). After transition to denosumab, BMD continues to increase. | 12 months maximum (regulatory approval limit). MUST transition to denosumab (NOT bisphosphonate, which causes BMD loss post-romosozumab). Denosumab maintains and further increases BMD. | FRAME trial: 7180 postmenopausal women with osteoporosis, romosozumab 210 mg SC monthly vs placebo x 12 months, then all received denosumab x 12 months. ARCH trial: 4093 postmenopausal women, romosozumab vs alendronate x 12 months, then both groups received alendronate. Romosozumab superior throughout. |
Comparative Efficacy
Head-to-Head Comparisons
Direct comparison trials provide evidence for treatment selection:
Romosozumab vs Alendronate (ARCH trial):
- Vertebral fracture at 12 months: Romosozumab 73% reduction vs alendronate (RRR 75%, romosozumab superior)
- Hip fracture at 24 months: Romosozumab followed by alendronate 38% reduction vs alendronate throughout (romosozumab superior)
- BMD: Romosozumab spine +13% vs alendronate +5% at 12 months
- Conclusion: Romosozumab superior to alendronate for high-risk patients, but cardiovascular safety concern (see below)
Teriparatide vs Alendronate (no large RCT, meta-analysis):
- Vertebral fracture: Teriparatide RRR 65% vs placebo, alendronate RRR 47% vs placebo. Indirect comparison suggests teriparatide superior (not head-to-head proven).
- BMD: Teriparatide spine +10% vs alendronate +8% at 24 months (similar). Hip: Teriparatide +4% vs alendronate +6% (alendronate better for hip).
- Conclusion: Teriparatide preferred for severe vertebral osteoporosis, alendronate adequate for moderate osteoporosis or hip-predominant disease.
Denosumab vs Alendronate (limited direct evidence):
- BMD: Denosumab spine +5.3% vs alendronate +2.2% at 12 months (DECIDE trial). Denosumab superior for BMD.
- Fracture: No adequately powered head-to-head fracture trial. Indirect comparisons suggest similar vertebral fracture reduction, possibly denosumab superior for hip (greater hip BMD increase).
- Conclusion: Denosumab preferred if greater BMD gains needed, or patient intolerant/non-compliant with oral bisphosphonates. Consider rebound risk if stopping.
Zoledronate vs Alendronate:
- Fracture: No head-to-head trial. Vertebral RRR similar (70% vs 47%, but different trial populations). Zoledronate may be superior for hip (41% RRR vs not significant for alendronate in primary prevention).
- BMD: Zoledronate spine +12% vs alendronate +8% at 3 years (greater with zoledronate, higher bioavailability).
- Conclusion: Zoledronate preferred if compliance concern (annual dosing), higher potency needed, or patient cannot tolerate oral (esophagitis, gastritis).
Predictors of Treatment Response
Factors predicting good response to therapy (greater BMD increase, fracture reduction):
Patient factors:
- Higher baseline bone turnover: Patients with high CTX/P1NP at baseline respond better to antiresorptives (more remodeling to suppress). Low turnover at baseline predicts poor antiresorptive response.
- Younger age: Patients less than 65 years have greater BMD response than those greater than 75 years (osteoblast function declines with age).
- Recent menopause: Women within 5 years of menopause (high-turnover phase) respond better to antiresorptives than women greater than 10 years post-menopause.
- Adequate vitamin D: Patients with 25-OH vitamin D greater than 75 nmol/L have greater BMD response than those with less than 50 nmol/L (substrate for bone formation).
- No secondary osteoporosis: Patients with primary osteoporosis respond better than those with secondary causes (e.g., glucocorticoid-induced, malabsorption).
Therapy-specific predictors:
- Anabolic therapy (teriparatide, romosozumab): Greater P1NP increase at 1-3 months predicts greater BMD increase at 12-24 months. If P1NP does not increase (less than 50% rise), investigate compliance, vitamin D, consider non-responder.
- Antiresorptive therapy (bisphosphonates, denosumab): Greater CTX suppression at 3-6 months predicts greater BMD increase. CTX reduction less than 30% suggests non-response (check compliance, absorption).
Genetic factors (emerging):
- LRP5 polymorphisms: Associated with BMD response to bisphosphonates (Wnt pathway gene)
- VDR polymorphisms: Vitamin D receptor variants may predict response to vitamin D supplementation and antiresorptives
- Currently not used clinically (research setting only)
Poor prognostic factors (predict treatment failure or fracture despite therapy):
- Very low baseline BMD (T-score less than -3.5): High fracture risk persists despite therapy, may require anabolic therapy.
- Prevalent vertebral fractures (greater than 2): High risk for subsequent fractures even with antiresorptives, consider anabolic therapy first-line.
- Advanced age (greater than 80 years): Higher fracture risk, lower BMD response, higher fall risk (fractures may occur despite BMD improvement).
- Falls history (greater than 2 falls per year): Fracture risk driven by falls not just BMD, need fall prevention strategies alongside osteoporosis therapy.
Viva Scenario - Selecting Therapy for Severe Osteoporosis
Examiner presents: "A 68-year-old woman presents with acute back pain. Imaging shows acute T12 compression fracture and prevalent fractures at T8, L1, L3 (4 vertebral fractures total). DEXA shows lumbar spine T-score -3.8, total hip -3.2. How do you manage her osteoporosis?"
Model answer structure:
1. Assess fracture risk: "This patient has very high fracture risk: (1) Multiple prevalent vertebral fractures (4), (2) Very low BMD (T-score less than -3.5), (3) Recent acute fracture. Her 10-year fracture probability is very high (greater than 20% for major osteoporotic fracture). She requires aggressive therapy."
2. Treatment recommendation - anabolic therapy first-line: "I would recommend anabolic therapy (teriparatide or romosozumab) as first-line treatment, NOT antiresorptive therapy (bisphosphonates or denosumab).
Rationale:
- Anabolic therapies provide greater fracture risk reduction than antiresorptives in very high-risk patients (65-73% vertebral fracture RRR vs 47-68% with antiresorptives).
- Anabolic therapies build new bone (increase bone formation), whereas antiresorptives only prevent further loss (decrease bone resorption). In severe osteoporosis with structural deficits, building new bone is superior.
- Patients with multiple prevalent vertebral fractures have greatest benefit from anabolic therapy (subgroup analyses show teriparatide RRR greater than 80% in patients with baseline fractures vs 40% in those without).
- BMD increases are greater and more rapid with anabolic therapy (spine +10-17% vs +8-13% with antiresorptives at 12-24 months)."
3. Choice between teriparatide and romosozumab: "Both are effective options, choice depends on:
Romosozumab:
- Advantages: Shortest treatment duration (12 months vs 24 months teriparatide), greatest BMD increase (+17% spine), highest vertebral fracture RRR (73%), monthly injections (vs daily for teriparatide, potentially better compliance).
- Disadvantages: Cardiovascular safety concern (FDA black box warning, increased MI/stroke risk vs placebo in ARCH trial, though not significant in FRAME trial). Contraindicated if MI or stroke within 12 months. Requires cardiovascular risk assessment. Cost (most expensive).
- Best for: Patients without cardiovascular disease, wanting shortest treatment duration, severe vertebral osteoporosis.
Teriparatide:
- Advantages: Longer track record (approved 2002 vs 2019 for romosozumab), no cardiovascular concern, well-tolerated, proven fracture reduction (65% vertebral, 53% non-vertebral).
- Disadvantages: Daily injections (compliance challenge for some), 24 months duration (longer than romosozumab), lower BMD increase than romosozumab (though still superior to antiresorptives).
- Best for: Patients with cardiovascular disease (MI, stroke, PAD), willing to do daily injections, established safety profile preferred."
4. Transition therapy (critical): "After completing anabolic therapy:
- If romosozumab: Transition to denosumab 60 mg SC every 6 months (NOT bisphosphonate, causes BMD loss). Start denosumab 1 month after last romosozumab dose.
- If teriparatide: Transition to bisphosphonate (zoledronate 5 mg IV annually or alendronate 70 mg weekly) OR denosumab. Start within 1 month of last teriparatide dose.
- NEVER stop anabolic therapy without transition (BMD gains lost within 12 months, fracture protection lost)."
5. Adjunct management:
- Acute fracture pain control: Analgesia (paracetamol, NSAIDs, opioids if severe), consider vertebroplasty/kyphoplasty if refractory pain greater than 6 weeks.
- Calcium 1200 mg/day, vitamin D to target greater than 75 nmol/L.
- Fall prevention: Physiotherapy, home safety assessment, address vision, medications causing dizziness.
- Treat underlying causes: Thyroid function, celiac serology, myeloma screen (4 vertebral fractures, rule out pathological).
Key viva points: Anabolic therapy first-line for very high-risk patients (multiple fractures, very low BMD, recent fracture). Romosozumab vs teriparatide decision based on cardiovascular risk and patient preference. Mandatory transition to antiresorptive after anabolic therapy. Denosumab required after romosozumab (not bisphosphonate).
Evidence Base and Key Studies
Discovery of RANKL-RANK-OPG System
- Identified RANKL as the essential osteoclast differentiation factor
- Demonstrated OPG as soluble decoy receptor inhibiting RANKL
- Showed RANKL is necessary and sufficient for osteoclastogenesis
- Proved OPG knockout mice develop severe osteoporosis
Osteocytes as Mechanosensors and Sclerostin Source
- Established osteocytes as primary mechanosensors in bone
- Identified sclerostin (SOST) as osteocyte-specific Wnt inhibitor
- Showed mechanical loading reduces sclerostin expression
- Demonstrated osteocyte network coordinates remodeling responses
Coupling Factors in Bone Remodeling
- Comprehensive review of coupling mechanisms linking resorption to formation
- Identified TGF-β, IGFs, and ephrin-Eph as key coupling factors
- Described matrix-derived and cell-membrane coupling signals
- Explained how coupling maintains bone homeostasis
Basic Science Viva Scenarios
Practice these scenarios to excel in your viva examination
Scenario 1: Bone Remodeling Cycle and BMU
"Describe the bone remodeling cycle. What is the Basic Multicellular Unit (BMU)?"
Scenario 2: RANK/RANKL/OPG Regulation
"Explain the RANK/RANKL/OPG system and how it regulates bone remodeling. How does this relate to osteoporosis treatment?"
Scenario 3: Wolff's Law and Mechanotransduction
"Explain Wolff's Law and the cellular mechanism by which bone adapts to mechanical loading."
MCQ Practice Points
Exam Pearl
Q: What is the bone remodeling cycle and its phases?
A: The bone remodeling cycle occurs in Basic Multicellular Units (BMUs) with 4 phases: (1) Activation: Osteocyte signaling recruits osteoclast precursors. (2) Resorption: Osteoclasts excavate bone (2-3 weeks). (3) Reversal: Transition from resorption to formation, cement line laid. (4) Formation: Osteoblasts deposit osteoid, mineralization (3-4 months). Complete cycle: approximately 4-6 months.
Exam Pearl
Q: What is the RANK/RANKL/OPG pathway and its role in bone remodeling?
A: RANKL (Receptor Activator of Nuclear Factor κB Ligand): Expressed by osteoblasts/osteocytes, binds RANK on osteoclast precursors, stimulates osteoclast differentiation and activity. OPG (Osteoprotegerin): Decoy receptor secreted by osteoblasts, binds RANKL preventing RANK activation, inhibits osteoclast formation. Balance of RANKL:OPG ratio determines net bone resorption vs formation. Denosumab (anti-RANKL) mimics OPG action.
Exam Pearl
Q: What is Wolff's Law and how does mechanical loading influence bone remodeling?
A: Wolff's Law: Bone adapts its architecture to the mechanical loads placed upon it. Mechanism: Osteocytes sense mechanical strain via fluid flow in canaliculi, transduce signals that (1) reduce sclerostin secretion (allowing Wnt pathway activation and bone formation), (2) modulate RANKL/OPG ratio. Disuse (immobilization) increases bone resorption. Load-bearing exercise promotes bone formation. Stress shielding under plates causes localized resorption.
Exam Pearl
Q: What is the role of sclerostin in bone remodeling?
A: Sclerostin (product of SOST gene) is secreted by osteocytes and inhibits the Wnt/β-catenin pathway in osteoblasts. Effect: Reduces bone formation. Mechanical loading suppresses sclerostin expression, permitting bone formation. Clinical application: Romosozumab (anti-sclerostin antibody) blocks sclerostin, increases bone formation, used for osteoporosis treatment. Sclerostin is a key target linking mechanical sensing to bone formation.
Exam Pearl
Q: What is "coupling" in bone remodeling and what factors control it?
A: Coupling refers to the tight coordination between bone resorption and formation within a BMU. Mechanism: Osteoclast-derived factors (IGF-1, TGF-β released from resorbed matrix, S1P, CT-1) recruit and stimulate osteoblasts. Osteoblast-derived factors (RANKL, M-CSF) regulate osteoclasts. Disruption of coupling leads to bone disease: Excess resorption without formation (osteoporosis) or excess formation (osteopetrosis). Bisphosphonates work by disrupting this coupling.
Australian Context
PBS Restrictions for Osteoporosis Therapies
Australian PBS (Pharmaceutical Benefits Scheme) subsidy for osteoporosis medications requires specific criteria (updated 2024):
PBS Authority Requirements for Osteoporosis Therapies
| Medication | PBS Restriction Criteria | Authority Required | Streamlined vs Written | Common PBS Codes |
|---|---|---|---|---|
| Alendronate 70 mg weekly (generic, multiple brands) | Patient must meet ONE of: (1) T-score less than or equal to -3.0 at femoral neck, OR (2) T-score less than or equal to -2.5 at femoral neck PLUS minimal trauma fracture after age 40, OR (3) Taking glucocorticoids (prednisolone greater than or equal to 7.5 mg daily for greater than or equal to 3 months anticipated) with T-score less than or equal to -1.5. Patient must have baseline DEXA within last 12 months. | Streamlined authority (phone or online, immediate approval during consultation, valid 6 months) | Streamlined | PBS code varies by brand (Fosamax, Alendro, generic alendronate). Typically AU$7.70 general patient, AU$46.90 safety net. |
| Zoledronate 5 mg IV annually (Aclasta) | Same criteria as alendronate: T-score less than or equal to -3.0, OR T-score less than or equal to -2.5 with fracture, OR glucocorticoid use with T-score less than or equal to -1.5. ADDITIONAL for Paget disease: Symptomatic Paget disease with BSAP greater than 3x ULN. Hip fracture indication: Within 90 days of surgical repair of minimal trauma hip fracture AND at least 2 weeks post-surgery. | Streamlined authority | Streamlined for osteoporosis. Written authority for Paget disease (requires detailed clinical information). | Aclasta 5 mg infusion. Hospital or infusion clinic administration. Annual dosing reduces compliance issues vs oral bisphosphonates. |
| Denosumab 60 mg SC every 6 months (Prolia) | More restrictive than bisphosphonates. Patient must meet ONE of: (1) Contraindication or intolerance to bisphosphonates (documented adverse event: esophagitis, severe GI intolerance, hypersensitivity, OR eGFR less than 30-35 mL/min/1.73m²), (2) Treatment failure on bisphosphonates (incident minimal trauma fracture AFTER 12 months compliant bisphosphonate therapy, OR BMD decrease greater than LSC 3-4% despite 12 months therapy). PLUS must meet baseline BMD criteria (T-score less than or equal to -2.5 with fracture OR T-score less than or equal to -3.0). | Written authority (requires detailed justification, 1-2 day approval wait, fax/online submission) | Written (Medicare must approve before prescribing, specify bisphosphonate contraindication/intolerance/failure) | Prolia 60 mg pre-filled syringe. Two doses per year. Patient must transition to bisphosphonate if discontinuing (include in authority application long-term plan). |
| Teriparatide 20 mcg SC daily (Forteo) | MOST restrictive PBS criteria. Patient must meet ALL: (1) Severe osteoporosis: T-score less than or equal to -3.0 at femoral neck or lumbar spine, (2) PLUS TWO or more minimal trauma fractures (vertebral, hip, forearm, humerus) after age 40, (3) PLUS fracture occurred DESPITE 12 months compliant bisphosphonate or denosumab therapy (or contraindication/intolerance to both documented). (4) Prescribed by specialist (endocrinologist, rheumatologist, geriatrician, or orthopaedic surgeon). Maximum 18 months subsidized (24 months FDA/TGA approved but PBS only funds 18 months). Re-treatment NOT subsidized. | Written authority (specialist only, detailed clinical justification, radiology reports required, 2-5 day approval) | Written authority, specialist prescribing only | Forteo 600 mcg/2.4 mL pen (28 days supply). Very expensive if not PBS subsidized (AU$1,200-1,500 per month private cost). PBS subsidy critical for access. |
| Romosozumab 210 mg SC monthly (Evenity) | Currently NOT PBS subsidized in Australia (as of 2024). Private prescription only. Similar anticipated criteria to teriparatide if PBS listing approved (severe osteoporosis, multiple fractures, bisphosphonate failure). ARTG registered (TGA approved) but awaiting PBAC recommendation for subsidy. Predicted PBS restriction: Very high-risk patients only (T-score less than -3.5, multiple vertebral fractures, bisphosphonate/denosumab failure). | N/A (not PBS listed). Private script only. | N/A | Private cost AU$1,800-2,200 per month (12 doses total AU$21,000-26,000 for full course). Prohibitively expensive for most patients without PBS. PBAC submission pending (likely 2025-2026 listing if approved, cost-effectiveness concerns due to high price). |
Australian Osteoporosis Epidemiology and Burden
Australian Osteoporosis Statistics
Prevalence (Australian Institute of Health and Welfare 2023 data):
- 924,000 Australians aged 50+ with osteoporosis (66% women, 34% men)
- 6.2 million Australians with osteopenia (low bone mass, T-score -1.0 to -2.5)
- Prevalence increases with age: Women 50-59 years 4%, 60-69 years 15%, 70-79 years 30%, 80+ years 50%
- Men: Lower prevalence but higher mortality post-fracture (30% hip fracture mortality vs 20% women)
Fracture burden:
- 160,000 minimal trauma fractures annually in Australians aged 50+
- Hip fractures: 17,000-18,000 per year (incidence 3 per 1,000 population aged 50+, increases to 15 per 1,000 in 80+ age group)
- Vertebral fractures: 60,000-70,000 per year (many asymptomatic, only 30% clinically diagnosed)
- Wrist fractures (Colles): 25,000 per year (peak incidence women 60-70 years, early postmenopausal fracture)
Mortality:
- Hip fracture 1-year mortality: 20-25% (comparable to breast cancer, higher than many cancers)
- Vertebral fracture 5-year excess mortality: 20-30% (underrecognized)
- Men post-hip fracture: 30-35% 1-year mortality (higher than women due to older age, comorbidities)
Economic burden:
- Direct healthcare costs: AU$2.75 billion per year (2023 estimate)
- Includes: Emergency department, hospitalization, surgery, rehabilitation, aged care
- Indirect costs (lost productivity, informal care): AU$1.2 billion per year
- Total: AU$3.95 billion per year, projected AU$5.5 billion by 2030 (aging population)
- Average hip fracture cost: AU$29,000 per event (acute hospitalization + rehabilitation + 12 months care)
Garvan Fracture Risk Calculator (Australian Tool)
Garvan Institute developed calculator for Australian population (alternative to FRAX):
Key features:
- Based on Dubbo Osteoporosis Epidemiology Study (Australian community cohort, 30+ years follow-up)
- Calculates 5-year and 10-year fracture probability
- Inputs: Age, sex, weight, fracture history (number of fractures, not just yes/no like FRAX), falls history (number of falls in last 12 months), femoral neck BMD (T-score or g/cm²)
- Output: Probability (percentage) of any fracture, hip fracture, major osteoporotic fracture in 5 and 10 years
Advantages over FRAX:
- Accounts for NUMBER of prior fractures (FRAX only yes/no, underestimates risk in patients with multiple fractures)
- Includes falls history (strong independent predictor, FRAX does not include)
- Derived from Australian population (more applicable than FRAX which uses international data)
- Does not require femoral neck BMD (can calculate without DEXA if unavailable, though less accurate)
Disadvantages:
- Does not include secondary osteoporosis risk factors (glucocorticoids, rheumatoid arthritis - FRAX does)
- Not integrated into PBS authority criteria (unlike FRAX which is referenced in some guidelines)
Access: www.garvan.org.au/promotions/bone-fracture-risk/calculator (free online calculator)
Clinical use: Osteoporosis Australia and RACGP guidelines recommend Garvan calculator for Australian patients, particularly those with multiple fractures or falls history. Use FRAX if secondary risk factors (glucocorticoids, RA) present.
Australian Guidelines and Recommendations
National guideline for osteoporosis management in Australia:
Fracture risk stratification:
- Low risk: No intervention required, lifestyle advice (calcium, vitamin D, exercise, falls prevention)
- Intermediate risk: Consider pharmacotherapy if additional risk factors (age greater than 70, multiple falls, frailty). Lifestyle interventions mandatory.
- High risk: Pharmacotherapy recommended. Criteria: Minimal trauma fracture after age 50, OR T-score less than or equal to -2.5 at hip with high Garvan 10-year risk (greater than 20%), OR T-score less than or equal to -3.0 any site.
- Very high risk: Anabolic therapy consideration. Criteria: Multiple vertebral fractures (greater than or equal to 2), OR recent fracture (within 12 months), OR T-score less than -3.5, OR fracture on antiresorptive therapy.
First-line therapy recommendations:
- Alendronate 70 mg weekly (oral) or zoledronate 5 mg annually (IV) for most patients
- Denosumab if bisphosphonate contraindicated (eGFR less than 30, esophageal disease) or intolerant
- Teriparatide or romosozumab (when PBS listed) for very high-risk patients (multiple vertebral fractures, T-score less than -3.5)
Monitoring: DEXA every 2-3 years on therapy, BTMs optional for compliance assessment
Duration: Bisphosphonates minimum 5 years, then reassess for drug holiday (low-risk patients) vs continuation (high-risk). Denosumab indefinite or until transitioned to bisphosphonate.
Royal Australian College of General Practitioners guideline for primary care:
Screening recommendations:
- DEXA screening recommended for: (1) Women aged greater than or equal to 70 years, (2) Men aged greater than or equal to 70 years, (3) Postmenopausal women age 50-69 with risk factors (prior fracture, family history, early menopause age less than 45, low BMI less than 19, glucocorticoids, smoking, alcohol), (4) Men age 50-69 with risk factors, (5) Any adult with minimal trauma fracture.
- MBS item 12306: DEXA scan, Medicare rebate AU$130-150 (out-of-pocket typically AU$50-80 depending on provider). Repeat DEXA: MBS rebate only if greater than 2 years since last scan (unless on therapy, then 12 months acceptable).
Calcium and vitamin D recommendations:
- Calcium: 1,300 mg/day for women aged greater than 50 and men aged greater than 70 (dietary preferred, supplement if inadequate). Calcium carbonate 600 mg elemental twice daily common regimen.
- Vitamin D: Target serum 25-OH vitamin D greater than 50 nmol/L (greater than 75 nmol/L preferred for fall prevention). Supplement: Cholecalciferol 1,000-2,000 IU daily maintenance (higher doses 3,000-4,000 IU if deficiency less than 30 nmol/L, or loading 50,000 IU weekly x 8 weeks then maintenance).
- MBS item 66608: Vitamin D testing (Medicare rebate, but PBS restriction: Only subsidized if clinical indication for deficiency suspected, e.g., malabsorption, osteoporosis, CKD, not for screening asymptomatic healthy adults).
Fall prevention: Multifactorial intervention (exercise program, home safety assessment, vision correction, medication review - ceasing benzodiazepines/anticholinergics). MBS item 10996: Home Medicines Review (pharmacist review, Medicare funded, identify fall-risk medications).
Medicare Benefits Schedule item numbers for osteoporosis-related investigations:
Imaging:
- MBS 12306: DEXA scan (dual-energy X-ray absorptiometry) for BMD measurement. Rebate AU$130-150. Restrictions: One scan every 2 years (12 months if on treatment for osteoporosis, or high fracture risk with clinical indication for earlier repeat). Must be performed on certified DEXA machine (TGA approved, quality assurance program).
- MBS 58112: Lateral thoracic spine radiograph (vertebral fracture assessment). Rebate AU$60-80. Used to detect prevalent vertebral fractures (asymptomatic). Often performed with DEXA (VFA - vertebral fracture assessment, lower radiation than plain radiograph).
- MBS 58118: Lateral lumbar spine radiograph. Rebate AU$60-80.
Biochemistry:
- MBS 66608: Vitamin D (25-OH cholecalciferol) measurement. Rebate AU$30. Restriction: Only subsidized if clinical indication (suspected deficiency, osteoporosis, CKD, malabsorption, not for routine screening in healthy adults). Private cost AU$60-80 if ineligible for MBS.
- MBS 66500: Serum calcium. Rebate AU$16. No restriction.
- MBS 66695: Parathyroid hormone (PTH). Rebate AU$30. Indicated if hypercalcemia, hypocalcemia, or suspected hyperparathyroidism.
- MBS 66719: Bone-specific alkaline phosphatase (BSAP, formation marker). Rebate AU$25. Indicated for Paget disease monitoring, or osteoporosis treatment monitoring (optional, not routine).
- MBS 66836: CTX (C-terminal telopeptide, resorption marker). Rebate AU$30. Not routinely bulk-billed, often private AU$60-80. Used for treatment monitoring (bisphosphonate response), or drug holiday decision (assess if remodeling resuming).
- MBS 66838: P1NP (procollagen type I N-terminal propeptide, formation marker). Rebate AU$30. Similar use to CTX, monitor anabolic therapy response.
Note: BTMs (CTX, P1NP) not routinely recommended by RACGP/Osteoporosis Australia guidelines (DEXA sufficient for most). Reserved for: (1) Assessing compliance/response in non-responders, (2) Drug holiday decision after 5+ years bisphosphonates, (3) Monitoring teriparatide/romosozumab anabolic effect.
Australian-Specific Bone Health Considerations
Vitamin D Deficiency in Australia
Despite sunny climate, vitamin D deficiency is common in Australia:
Prevalence:
- 30-40% of Australian adults have vitamin D insufficiency (25-OH vitamin D less than 50 nmol/L)
- 10-15% have deficiency (less than 30 nmol/L)
- Higher prevalence in: (1) Older adults (institutionalized, limited sun exposure), (2) People with dark skin (melanin reduces cutaneous vitamin D synthesis, migrants from Africa, South Asia, Middle East), (3) Veiled clothing for cultural/religious reasons, (4) Obesity (vitamin D sequestered in adipose tissue), (5) Southern states in winter (Tasmania, Victoria, South Australia - latitude greater than 35°S, insufficient UVB November-February only)
Causes in sunny Australia:
- Public health "slip-slop-slap" campaign (sun protection to prevent skin cancer) reduces cutaneous vitamin D synthesis
- Indoor lifestyle (air-conditioned offices, cars, homes - less outdoor exposure than assumed)
- Winter months southern Australia: UVB insufficient for vitamin D synthesis May-August (latitude greater than 35°S)
- Aging skin: Reduced 7-dehydrocholesterol in epidermis (70-year-old produces 25% vitamin D of 20-year-old for same sun exposure)
Australian recommendations:
- Sensible sun exposure: Face, arms, hands exposed 5-10 minutes mid-morning or mid-afternoon most days of week (not midday, skin cancer risk). More if dark skin (20-30 minutes), less if fair skin (5 minutes sufficient).
- Dietary sources limited in Australia: Fatty fish (salmon, mackerel), fortified milk (not mandatory in Australia unlike US), eggs. Difficult to achieve 1,000-2,000 IU daily from diet alone.
- Supplementation: Most at-risk Australians need vitamin D supplements (cholecalciferol 1,000-2,000 IU daily year-round, or 3,000-4,000 IU in southern states winter).
- Cancer Council Australia position: Vitamin D supplementation for at-risk groups does not increase melanoma risk (sun exposure for vitamin D synthesis should be limited, supplementation preferred).
Osteoporosis in Aboriginal and Torres Strait Islander Peoples
Unique considerations for Indigenous Australians:
Fracture epidemiology:
- Hip fracture rates in Aboriginal Australians: Lower than non-Indigenous Australians (age-adjusted incidence 50-60% of non-Indigenous rates)
- Possible explanations: (1) Higher BMD in Aboriginal populations (genetic, dietary, mechanical loading from active lifestyle), (2) Different body composition (higher lean mass, mechanical loading on skeleton), (3) Survival bias (lower life expectancy, fewer reach age of peak fracture incidence), (4) Underreporting (remote communities, limited access to hospitals)
- However: When fractures occur, outcomes WORSE (higher post-fracture mortality, lower access to rehabilitation, longer hospital stays, higher nursing home admission rates)
Barriers to osteoporosis care:
- Limited access to DEXA (remote/rural communities, nearest DEXA may be 500+ km away, travel barriers)
- Lower rates of osteoporosis diagnosis (DEXA inaccessible, lower clinical suspicion by providers)
- Lower treatment rates (even when diagnosed, lower bisphosphonate prescription rates vs non-Indigenous Australians, possibly due to cost, access to follow-up, cultural barriers)
- Higher rates of risk factors: Diabetes (3x higher prevalence, bone quality impairment), smoking (2x higher rate), chronic kidney disease (5x higher rate, vitamin D deficiency)
Improving care for Indigenous Australians:
- Mobile DEXA services (outreach to remote communities, annual or biannual visits)
- Aboriginal Health Workers/Practitioners: Training in osteoporosis risk assessment, fracture prevention education
- Culturally appropriate education materials (visual, oral storytelling preferred over written pamphlets, language services)
- PBS close-the-gap initiative: Section 100 supplies (osteoporosis medications subsidized through community health centers, bypassing need for individual PBS prescriptions in remote areas)
- Fracture liaison services: Target Indigenous patients post-fracture for secondary prevention (capture hospital admissions, initiate treatment before discharge)
Viva Scenario - Navigating PBS Restrictions for Denosumab
Examiner presents: "A 72-year-old woman with osteoporosis (T-score -3.2 at femoral neck, no prior fractures) has been on alendronate 70 mg weekly for 18 months. She develops severe reflux esophagitis requiring endoscopy and PPI therapy. She cannot tolerate alendronate (nausea, epigastric pain even with PPI). You want to switch her to denosumab. What are the PBS requirements and how do you apply for authority?"
Model answer structure:
1. Confirm indication for denosumab: "This patient meets PBS criteria for denosumab based on bisphosphonate intolerance. She has documented adverse event (reflux esophagitis confirmed on endoscopy, severe GI intolerance) preventing continued alendronate use. She also meets baseline BMD criteria (T-score -3.2, which is less than -3.0, satisfies PBS threshold). Additionally, she has been on alendronate for 18 months, demonstrating attempted bisphosphonate therapy."
2. Alternative bisphosphonate consideration: "Before applying for denosumab PBS authority, I must consider whether IV zoledronate is an option. Zoledronate bypasses GI system (IV infusion), so GI intolerance to oral alendronate is not a contraindication. However, PBS also subsidizes zoledronate with the same criteria as alendronate (streamlined authority, easier than denosumab written authority). I would discuss with patient:
- Option 1: Try zoledronate 5 mg IV annually (avoids GI, PBS streamlined authority, easier approval, annual dosing)
- Option 2: Apply for denosumab PBS written authority (6-monthly dosing, but requires formal application, 1-2 day wait for approval)
If patient has eGFR less than 30-35, then zoledronate contraindicated (renal impairment) and denosumab is appropriate first alternative. If patient strongly prefers 6-monthly injections over annual, or has had previous bisphosphonate adverse event with IV formulation, then denosumab application justified."
3. PBS written authority application process for denosumab: "Denosumab requires written authority (not streamlined). I submit application via:
- Online: Medicare Online claiming portal, PBS Written Authority section, OR
- Fax: PBS authority line, complete PBS authority prescription form
Information required in application:
- Patient Medicare number and details
- Diagnosis: Osteoporosis, T-score -3.2 at femoral neck (include DEXA report date)
- Bisphosphonate intolerance details: 'Patient developed reflux esophagitis (endoscopy confirmed DATE) causing severe nausea and epigastric pain despite PPI therapy. Unable to continue oral alendronate. Requesting denosumab as alternative therapy per PBS criteria - bisphosphonate intolerance.'
- Attach: DEXA scan report (dated within last 12 months), endoscopy report (documents esophagitis), discharge summary or specialist letter if available
- Prescriber details: My provider number
Approval timeframe: Typically 1-2 business days. Medicare reviews application, approves if criteria met. Patient informed via SMS/phone. Then I can prescribe denosumab with PBS authority number."
4. If application denied (rare, but possible): "If Medicare denies application (e.g., insufficient documentation):
- Review denial reason (usually 'insufficient evidence of bisphosphonate contraindication')
- Obtain additional documentation: Gastroenterologist letter explicitly stating patient cannot take oral bisphosphonates due to esophagitis
- Resubmit with detailed clinical justification
- If still denied: Patient can pay private (Prolia 60 mg AU$200-300 per dose, expensive but more affordable than teriparatide). Or appeal via Section 100 application (complex, usually for exceptional circumstances).
- Alternative: Use zoledronate if not contraindicated (streamlined authority, almost always approved, patient may tolerate IV better than oral)."
5. Long-term plan and PBS ongoing authority: "Once initial denosumab authority approved, subsequent doses (every 6 months) require repeat authority application each time (PBS does not grant indefinite approval for denosumab, each dose needs new written authority). I will:
- Set calendar reminder for 5.5 months to submit next authority application
- Include in application: 'Continuing therapy, patient commenced denosumab DATE (provide initial authority number), tolerating well, no adverse events. Requesting ongoing therapy per PBS criteria.'
- Patient counseled: Denosumab cannot be stopped without transition to bisphosphonate (rebound vertebral fracture risk). Long-term plan: Continue denosumab indefinitely or transition to bisphosphonate after 3-5 years if BMD improved and patient can trial oral therapy again (if esophagitis resolved with time/PPI)."
Key viva points: Denosumab PBS requires written authority (not streamlined), needs documented bisphosphonate contraindication/intolerance/failure. Consider zoledronate IV as alternative (easier PBS approval, streamlined authority). PBS application requires DEXA report, clinical justification (endoscopy report for GI intolerance). Each denosumab dose requires repeat authority application (every 6 months). Must plan transition therapy if discontinuing (rebound risk). If PBS denied, patient can pay private or appeal, or use zoledronate.
BONE REMODELING
High-Yield Exam Summary
Remodeling Cycle Phases
- •Activation: quiescent surface activated, precursors recruited (days)
- •Resorption: osteoclasts remove bone (2-3 weeks)
- •Reversal: coupling factors released, osteoblasts recruited (days-weeks)
- •Formation: osteoblasts deposit new bone (3 months)
- •Quiescence: lining cells cover resting surface (variable)
Basic Multicellular Unit (BMU)
- •Anatomical-functional team: osteoclasts, osteoblasts, vessels, canopy
- •Cortical BMU equals cutting cone (longitudinal tunnel, 2-3% per year)
- •Trabecular BMU equals resorption cavity (surface, 25% per year)
- •Complete cycle: 3-6 months; 10% of skeleton replaced annually
Coupling Mechanisms
- •Matrix-derived: TGF-β, IGF-I/II, BMPs released during resorption
- •Cell-cell signals: ephrinB2-EphB4 bidirectional signaling
- •Physical proximity: BMU anatomical organization, shared canopy
- •Coupling ensures formation follows resorption at same site
RANK/RANKL/OPG Axis
- •RANKL (osteoblast) plus RANK (osteoclast precursor) equals activation, NFκB signaling
- •OPG (osteoblast) equals decoy receptor, blocks RANKL-RANK binding
- •RANKL:OPG ratio determines resorption rate
- •Estrogen increases OPG, decreases RANKL (menopause reverses this)
- •Denosumab equals anti-RANKL antibody, mimics OPG (rebound risk with discontinuation)
Wolff's Law and Mechanotransduction
- •Osteocytes equal mechanosensors, detect fluid flow in canaliculi
- •Sclerostin (SOST, osteocyte-exclusive) inhibits Wnt, suppresses formation
- •Loading reduces sclerostin leading to less Wnt inhibition and more formation
- •Unloading increases sclerostin leading to more Wnt inhibition and bone loss
- •Romosozumab (anti-sclerostin) mimics loading, anabolic therapy
Hormonal Regulation
- •PTH intermittent equals anabolic (teriparatide); continuous equals catabolic (hyperPTH)
- •Vitamin D increases RANKL (mobilizes calcium from bone)
- •Estrogen decreases RANKL, increases OPG (menopause accelerates loss)
- •Glucocorticoids decrease osteoblast function, increase apoptosis (uncoupling)