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Minimally Invasive Cardiac Surgery John Bell-Thomson MD MBA Chairman Department Cardiothoracic Surgery Mercy Hospital of Buffalo Evolution of Minimally Invasive Heart Surgery (MIHS) Inception in 1991 by Heartport Commercially available in 1996 Initial efforts on multi-vessel CABG Heartport, industry, marketing Multiple Problems “HEARTPORT KILLS PATIENTS” Wall Street Journal 1998 WALL STREET JOURNAL KILLS HEARTPORT Evolution of MIHS Establishment and maintenance of adequate perfusion(cannulation) Myocardial Preservation Optimal Exposure The Heartport ® Platform Heartport EndoPlege sinus catheter Heartport EndoVent pulmonary catheter Heartport EndoReturn arterial cannula Heartport EndoClamp aortic catheter Heartport venous cannula To Cardiopulmonary Bypass Machine The Heartport ® Platform EndoClamp aortic catheter Heartport EndoPlege sinus catheter Heartport venous cannula Heartport EndoVent pulmonary catheter MIS: What is it? • • • • Upper Mini Sternotomy-AVR Intercostal Approach-AVR Lower Mini Sternotomy-MVR Mini Thoracotomy-MVR (what defines “Mini”) • Port Access Surgery-MVR • Robotic Surgery-MVR,CABG Surgeon Acceptance of MIVS • • • • • • VISUALIZATION Decreased bleeding Eliminate Sternal wound complications Minimize infection incidence Faster recovery Cosmetic result Myocardial Preservation Ventricular Fibrillation, Systemic Hypothermia Transthoracic Aortic Crossclamping Endoballoon use Myocardial Preservation in MISMVR Ventricular Fibrillation Advantages: - No aortic manipulation Disadvantages: - ?Adequacy of preservation - Minimal annular distortion causes AR, resulting in flooding of field Myocardial Preservation in MISMVR Aortic Cross Clamping Advantage: “Comfort” level with traditional techniques Disadvantages - Additional hole in the chest wall - Potential damage to the PA: Bad Problem! - Potential damage to LA: Worse problem - Suture control of aortic cardioplegic site - Alteration of incision to access Aorta in MVR Myocardial Preservation in MISMVR Endoballoon Use Advantages: - No additional chest holes - No aortic suture - Safe, reliable, reproducible - Both options of antegrade,retrograde - Aortic root venting once deflation occurs Disadvantages - Learning curve(avoidance of antegrade, retrograde migration; learning deployment and principles) CT Angiography for MIHS • MANDATORY for all MIHS candidates • Chest, Abdomen and Pelvis • AVR – Calcification of Ascending aorta, retrograde perfusion if Intercostal Approach used. Coronary Screening in younger pts. • MVV – Size the aorta for EB, r/o important aortic calcification, assess aorta, iliac and femoral vessels for cannulation and retrograde perfusion. Coronary screening in younger patients. • Both AVR and MVV – r/o aortic arch anomalies. • • Prevalence In the United States, patients are often undertreated for both mitral and aortic valve disease. • Only 1 in 40 patients with moderate or severe mitral regurgitation are surgically treated.(1-3) • “Only 59% of the patients who should have had aortic valve replacement according to the practice guidelines were actually offered surgical treatment...” (4) Patients are often not being referred or are opting out of surgery for a variety of reasons that may include(5): • Co-morbid disease, risk factors and age • Perceived fear of traumatic nature of conventional surgery • Patients concerns of body image/cosmesis, pain, time out of work, etc. 1. U.S. Census Bureau, Population Estimates and Projections, 2008. Projected Population by Single Year of Age, Sex, Race, and Hispanic Origin for the United States: July 1, 2000 to July 1, 2050. http://www.census.gov/population/www/projections/downloadablefiles.html 2. Nkomo, VT et al. Burden of valvular heart diseases: a population-based study. Lancet, 2006;368:1005-11. 3. Health Research International. U.S. Opportunities in Surgical Heart Valve Technologies. July 2009. 4. B J Bouma et al. To operate or not on elderly patients with aortic stenosis: the decision and its consequences. Heart. 1999;82:143-148. 5 Helium Market Research, Coady 051109; pages 25-34. Why Minimal Incision Valve Surgery A decade worth of clinical data demonstrate that MIVS results can be optimal, if not better than, open chest valve surgery: • Less surgical trauma • Reduced blood loss • Better cosmetics • Faster recovery • Greater patient satisfaction 6. Rosengart, TK, et al. Percutaneous and Minimally Invasive Valve Procedures. A Scientific Statement. Circulation, 2008;117. DOI:10.1161/CIRCULATIONAHA.107.188525 Symptoms and Physical Findings Should Also Be Considered when Diagnosing Valvular Heart Disease7 • Dyspnea • Paroxysmal nocturnal dyspnea (especially when laying down) • Fatigue (especially during exertion) • Arrhythmia • Edema of the feet or ankles • Heart murmur • Angina • Syncope 7. Bonow, RO, Carabello, BA, Kanu C, et al. 2008 Focused Update Incorporated Into the ACC/AHA 2006 Guidelines for the Management of Patients With Valvular Heart Disease. Circulation 2008;118;e523-e661 Diagnosing Heart Valve Disease • • • Patients are often poor historians at reporting symptoms of valvular disease. Clinical correlation of physical findings, reported symptoms, and diagnostic tests should allow for early diagnosis and improved likelihood of full recovery. • What questions do you ask to elicit actual symptoms and their functional significance as they relate to the disease process? • What initial diagnostic tests are most appropriate? • How far advanced is the disease process? It is imperative that both physician and patient discuss the natural history of the untreated disease process. Consider additional diagnostic tests to evaluate whether patient is an appropriate candidate for MIVS • TEE is a primary diagnostic tool for surgeons to evaluate valve morphology, function, and degree of aortic atheroma • Cardiac catheterization may be necessary to exclude concomitant coronary artery disease • CT Angiography may be appropriate in high risk patients to exclude significant aortic pathology Consider referral to a surgeon prior to completing diagnostic tests • Improve patient understanding of functional significance of disease progression • Evaluate whether patient is appropriate candidate for MIVS, consideration of ACC/AHA Guidelines 7. Bonow, RO, Carabello, BA, Kanu C, et al. 2008 Focused Update Incorporated Into the ACC/AHA 2006 Guidelines for the Management of Patients With Valvular Heart Disease. Circulation 2008;118;e523-e661. Initial Clinical Assessment of Mitral Many patients are often unaware that they have mitral regurgitation; however, symptoms most commonly identified are fatigue, shortness of breath, decreased exercise capacity, and arrhythmias or atrial fibrillation.7 Evaluation should include looking for symptoms, signs of heart failure, and physical indicators of severe mitral regurgitation.9 7. Bonow, RO, Carabello, BA, Kanu C, et al. 2008 Focused Update Incorporated Into the ACC/AHA 2006 Guidelines for the Management of Patients With Valvular Heart Disease. Circulation 2008;118;e523-e661. 9. Enriquez-Sarano, M, et al. Mitral Regurgitation. The Lancet, 2009;373:1382-394. 10. Bonow, RO, Carabello, BA, et al. ACC/AHA 2006 guidelines for the management of patients with valvular heart disease. Circulation, 2006;114:e84-231. 2008 Focused Update Incorporated Into the ACC/AHA 2006 Guidelines Timing of Mitral Valve Surgery Surgery Recommended Class I Surgery Not Recommended Class IIa Class IIb should be considered Class III MV repair is reasonable in experienced surgical centers for asymptomatic patients with chronic severe MR with preserved LV function (ejection fraction greater than 0.60 and endMV surgery is beneficial for patients systolic dimension less than 40 mm) in with chronic severe MR and NYHA whom the likelihood of successful repair without functional class II, III, or IV symptoms residual MR is greater than 90%. in the absence of severe LV dysfunction (severe LV dysfunction is defined as ejection fraction less than MV surgery is reasonable for asymptomatic patients with chronic severe MR, preserved LV 0.30) and/or end-systolic dimension function, and new onset of atrial fibrillation. greater than 55 mm. MV repair may be considered for patients with chronic severe secondary MR due to severe LV dysfunction (ejection fraction less than 0.30) who have persistent NYHA functional class III–IV symptoms despite optimal therapy for heart failure, including biventricular pacing MV surgery is not indicated for asymptomatic patients with MR and preserved LV function (ejection fraction greater than 0.60 and endsystolic dimension less than 40 mm) in whom significant doubt about the feasibility of repair exists MV surgery is recommended for the symptomatic patient with acute severe MR MV surgery is beneficial for asymptomatic patients with chronic severe MR and mild to moderate LV dysfunction, ejection fraction 0.30 to 0.60, and/or endsystolic dimension greater than or equal to 40 mm. MV surgery is reasonable for asymptomatic patients with chronic severe MR, preserved LV function, and pulmonary hypertension (pulmonary artery systolic pressure greater than 50 mm Hg at rest or greater than 60 mm Hg with exercise) MV surgery is reasonable for patients with chronic severe MR due to a primary abnormality of the mitral apparatus and NYHA functional class III–IV symptoms and severe LV dysfunction (ejection fraction less than 0.30 and/or end-systolic dimension greater than 55 mm) in whom MV repair is highly likely. Isolated MV surgery is not indicated for patients with mild or moderate MR Miral Regurgitation Decision Diagram Mitral Valve Stenosis Decision Diagram MV repair is recommended over MV replacement in the majority of patients with severe chronic MR who require surgery, and patients should be referred to surgical centers experienced in MV repairRO, Carabello, BA, Kanu C, et al. 2008 Focused Update Incorporated Into the ACC/AHA 2006 Guidelines for the Management of Patients With Valvular Heart Disease. Circulation 7. Bonow, 2008;118;e523-e661. Mitral Regurgitation is not Properly Diagnosed • • 66% (6/9) of asymptomatic patients and 47% (8/17) of patients cited with stable LV size had at least 1 indication for surgery Of 53 unoperated patients, 43 (81%) were followed up by cardiologist; only 5 (9%) were referred to cardiothoracic surgeon for evaluation Rationale for Not Referring to Surgery n Death Cardiac Death Asymptomatic 9 (17%) 1 0 Stable LVEF, stable chambers 17 (32%) 3 3 6 (11%) 1 1 10 (19%) 7 4 Patient refused 4 2 2 Died before planned evaluation 1 1 1 MR unrecognized 4 1 0 MR improved on subsequent echocardiogram Comorbidities / risk • Surgical MR. One MRintervention ignored occurred in just over half of patients with severe 2 1 or more indication 1 for intervention was present in approximately three quarters of the unoperated patients, suggesting poor adherence to guideline Total 53 17 (32%) 12 (23%) recommendations. 11. Bach, David S., Mazen Awais, Hitinder S. Gurm, and Sarah Kohnstamm. Failure of Guideline Adherence for Intervention in Patients with Severe Mitral Regurgitation. Journal of the American College of Cardiology. 2009;54: 860-65. Asymptomatic Severe Mitral Regurgitation has Significant Mortality With Medical Management Mild regurgitation Moderate regurgitation Severe regurgitation Kaplan-Meier Estimates of the Mean (±SE) Rates of Overall Survival among Patients with Asymptomatic Mitral Regurgitation under Medical Management, According to the Effective Regurgitant Orifice (ERO) 9. Enriquez-Sarano, M. et al. N Engl J Med 2005;352:875-883 Earlier Repair Leads to Better Functional class Unadjusted Operative Mortality by Preoperative New York Heart Association (NYHA) Functional Class NYHA Repair Replace Overall Class Mortality (%) Mortality (%) Mortality (%) I 0.64 2.07 1.09 II 0.87 2.59 1.51 of patients undergoing mitral valve surgery (p 60 45 30 III 1.80 3.71 2.75 15 IV 3.71 7.14 5.66 0 I & II III & IV 20002001200220032004200520062007 Value of p less than 0.001, test of trend • Operative mortality for patients undergoing isolated mitral valve repair for mitral regurgitation was 1.2% (n = 28,140). • “There was a clear trend of earlier referral of patients with better functional status over time.” 12. Gammie, James S., et al. Trends in Mitral Valve Surgery in the United States: Results from the Society of Thoracic Surgeons Adult Cardiac Database. Annals of Thoracic Surgery. 2009; 87: 1431-39. Calcific Aortic Valve Disease • Slowly progressive disorder • Disease continuum • Not “wear-and-tear” with passive calcium depositing Severity Indicators • An active disease Indicator Mild process like Jet Velocity (m/s) < 3.0 atherosclerosis: Mean Gradient (mm Hg) Valve Area (cm2) • Lipoprotein deposition Valve Area Index (cm /m ) • Chronic inflammation • Active leaflet calcification 2 7. Bonow, 2 Moderate* Severe** 3.0 - 4.0 > 4.0 < 25.0 > 1.5 25 – 40 1.0 - 1.5 > 40.0 < 1.0 - - < 0.6 *Often Class IIa **Often Class I or IIb RO, Carabello, BA, Kanu C, et al. 2008 Focused Update Incorporated Into the ACC/AHA 2006 Guidelines for the Management of Patients With Valvular Heart Disease. Circulation 2008;118;e523-e661. 2008 Focused Update Incorporated Into the ACC/AHA 2006 Guidelines Timing of Aortic Valve Surgery Surgery Recommended Surgery Not Recommended Class I Class IIa Class IIb should be considered Class III AVR is indicated for symptomatic patients with severe AS AVR is reasonable for patients with moderate AS undergoing CABG or surgery on the aorta or other heart valves AVR may be considered for asymptomatic patients with severe AS and abnormal response to exercise (e.g., development of symptoms or asymptomatic hypotension) AVR is not useful for the prevention of sudden death in asymptomatic patients with AS who have none of the findings listed under the Class IIa/IIb recommendations AVR is indicated for patients with severe AS undergoing coronary artery bypass graft surgery AVR is indicated for patients with severe AS undergoing surgery on the aorta or other heart valves AVR is recommended for patients with severe AS and LV systolic dysfunction (ejection fraction less than 0.50) AVR may be considered for adults with severe asymptomatic AS if there is a high likelihood of rapid progression (age, calcification, and CAD) or if surgery might be delayed at the time of symptom onset AVR may be considered in patients undergoing CABG who have mild AS when there is evidence, such as moderate to severe valve calcification, that progression may be rapid AVR may be considered for asymptomatic patients with extremely severe AS (aortic valve area less than 0.6 cm2, mean gradient greater than 60mmHg, and jet velocity greater than 5.0 m per second) when the patient’s expected operative mortality is 1.0% or less Aortic Stenosis Decision Diagram Aortic Regurgitation Decision Diagram 7. Bonow, RO, Carabello, BA, Kanu C, et al. 2008 Focused Update Incorporated Into the ACC/AHA 2006 Guidelines for the Management of Patients With Valvular Heart Disease. Circulation 2008;118;e523-e661. Studies Show Patients are Surgically treated Untreated 43 54 57 48 60 61 74 57 46 EU 43 52 40 United States 39 26 Bouma 1999 Iung 2003 Pellikka 2005 69 Charlson 2006 Varadarajan 2006 Bach 2007 Jan 2009 31 Freed 2010 4. B J Bouma et al. To operate or not on elderly patients with aortic stenosis: the decision and its consequences. Heart. 1999;82:143-148. 13. Bernard Iung et al. A prospective survey of patients with valvular heart disease in Europe: The Euro Heart Survey on Valvular Heart Disease. Eur Heart J. 2003;24:1231-1243. 14. Patricia A. Pellikka et al. Outcome of 622 Adults with Asymptomatic, Hemodynamically Significant Aortic Stenosis During Prolonged Follow-Up. Circ. 2005;111:3290-3295. 15. Erik Charlson et al. Decision-Making and Outcomes in Severe Symptomatic Aortic Stenosis. J Heart Valve Dis. 2006;15:312-321. 16. Padmini Varadarajan et al. Clinical Profile and Natural History of 453 nonsurgically Managed Patients With Severe Aortic Stenosis. Ann Thorac Surg. 2006;82:2111-5. 17. David S. Bach et al. Unoperated Patients With Severe Aortic Stenosis. JACC. 2007;50:2018-2019. 18. Faud Jan et al. Unoperated Patients With Severe Symptomatic Aortic Stenosis. Circ.2009;120:S753. 19. Benjamin H. Freed et al. Reasons for Nonadherence to Guidelines for Aortic Valve Replacement in Patients With Severe Aortic Stenosis and Potential Solutions. AMJC. 2010;105:1339-1342. Survival Benefit in Surgically Treated 20. Morgan L. Brown et al. The benefits of early valve replacement in asymptomatic patients with severe aortic stenosis. J Thorac Cardiovasc Surg. 2008 308-315. Survival Rate of Asymptomatic Patients was Higher in AVR group vs. Medically Managed Survival rates of 338 severe asymptomatic patients 100% 75% 50% AVR patients Medical patients 25% 0% Survival Rates Year Survival 1 Rates Year Survival 2 Rates Year 5 “Our observational data indicate that the natural history of asymptomatic AS is not benign and that survival is dramatically improved by AVR.” . Ramdas G. Pai et al. Malignant Natural History of Asymptomatic Severe Aortic Stenosis: Benefit of Aortic Valve Replacement. Ann Thorac Surg. 2006;82:2116-22. 21 Why Refer for Minimal Incision Valve Surgery (MIVS)? A decade worth of clinical data demonstrate that MIVS results can be optimal, if not better than, open chest valve surgery: • • • • • Less surgical trauma Reduced blood loss Better cosmetics Faster recovery Greater patient satisfaction 6. Rosengart, TK, et al. Percutaneous and Minimally Invasive Valve Procedures. A Scientific Statement. Circulation, 2008;117. DOI:10.1161/ CIRCULATIONAHA.107.188525 Type of Surgical Approaches Hemi or Mini Sternotomy Incision Location Incision Size6 Visualization Port Mini Thoracotomy Port Mini Thoracotomy: Robot-Assisted Sternotomy Lower Stern. Hemi- or Ministernotomy Thoracotomy Port Port [Rib-spreading] [Non-Rib-Spreading] (Robot-assisted) 12+ cm 8+ cm 5-8 cm 6-8 cm 4-6 cm 2-4 cm Direct Direct Direct Direct Videoscopic Videoscopic 6. Rosengart, TK, et al. Percutaneous and Minimally Invasive Valve Procedures. A Scientific Statement. Circulation, 2008;117. DOI:10.1161/CIRCULATION 107.188525 Minimal Incision Mitral Valve Flexibility to reduce incision size is enabled by: • • • • • • • EndoClamp aortic catheter for intra-aortic occlusion EndoReturn arterial cannula / EndoDirect arterial cannula for cannulation EndoPlege sinus catheter for retrograde cardioplegia delivery EndoVent pulmonary catheter for assisting in decompressing and draining the heart QuickDraw venous cannula for venous drainage Soft Tissue Retractor to expand and enabling minimal incisions Precision Series Instruments with long shafts to work within smaller incisions Thoracotomy Mini-sternotomy Robotic Mitral Valve repair Minimal Incision Aortic Valve Replacement Flexibility to reduce incision size is enabled by: • • • • • EndoPlege sinus catheter for retrograde cardioplegia delivery EndoVent pulmonary catheter Right Anterior Thoracotomy for assisting in decompressing and draining the heart QuickDraw venous cannula for venous drainage Soft Tissue Retractor to expand and enabling minimal incisions Precision Series Instruments with long shafts to work within smaller incisions Hemi-Sternotomy Mini AVR Mini AVR Minimal Incision Valve Surgery Delivers Excellent Clinical Outcomes23-26 Provides patients with: • Excellent clinical outcomes23-25 • Shorter hospital stay24,26 • Quick return to work or routine activities23 – 71% within 8 weeks • Significantly less pain than traditional sternotomy23 • Eliminates median sternotomy and its associated wound morbidity • 99% of patients extremely pleased with cosmetic results23 • 94% of patients would choose the same procedure23 Provides surgeons with: • Excellent visualization of structures • Clear view of operative field • Virtually bloodless operative field 23. Casselman FP, Slycke SV, Wellens F, De Geest R, Degrieck I, VanPraet F, Vermueulen Y, Vanermen H. Mitral Valve Surgery Can Now Routinely Be Performed Endoscopically. Circulation. 2003: 108 Suppl 1:II48-54. 24. Grossi E, Galloway AC, Ribicove GH, Zakow PK, Derivaux CC, Baumann FG, Schwesinger DW, Colvin SB. Impact of minimally invasive valvular heart surgery – a case control study. Ann Thorac Surg. 2001;71:807-810. 25. Glower DD, Siegel LC, Frischmeyer KJ, Galloway AC, Ribakove GH, Robinson NB, Ryan WH, Colvin SB. Predictors of outcome in a multicenter port-access valve registry. Ann Thorac Surgy. 2000;70:1054-9 Minimal Incision Valve Surgery Indications • Indicated for patients undergoing Contraindicati ons • Relative Summary • Under treatment of valvular disease, based on ACC/AHA guidelines, remains a relevant issue, particularly in asymptomatic patients • Patients with both mitral valve and aortic valve disease are under-treated in the United States • Most mitral valves are repairable, and earlier surgery has better short and long term outcomes • AVR patients experienced better survival rates than those who did not receive a procedure. • Surgical options should be considered for patients with appropriate need for a procedure Summary • Minimal incision valve surgery: – Provides excellent clinical outcomes – Allows for significantly smaller incisions and faster recovery than traditional surgery – Reduces surgical trauma while equaling or exceeding the safety and effectiveness of conventional cardiac surgery – Is as safe as sternotomy, with shorter hospital stay and improvement in functional status – Provides a safe and reproducible approach to CPB and myocardial protection – Applicable to the majority of patients and procedures Minimally Invasive Coronary Bypass Surgery • Minimally Invasive Direct Coronary Artery Bypass MIDCAB • Single or Multivessel Bypass • “Small” Left Thoracotomy Incision – On Pump • Arrested Heart ( Cross Clamp) • Beating Heart – Off Pump • Sutured or Stapled Anastomosis Minimally Invasive Coronary Bypass Surgery • • • • • Robotic Totally Endoscopic Coronary Bypass TECAB / PortaCAB Arrested Heart Off pump Beating Heart Intuitive Endowrist Stabilizer (Medtronic TE predecessor) FDA cleared March 2008 • Anastomotic Device (Flexible) FDA cleared April 2007 CARDICA C-PORT FLEX A Less-Invasive Distal Anastomosis Device Remote activation Sternal sparing Robotic or non Robotic applications Harvesting the LIMA through a small incision MIDCAB Harvesting the LIMA with the Robot Robotic T E C A B Seven days Post OP. Robotic T E C A B Hybrid Revascularisation Coronary Bypass Surgery • Prediction: “In five years time coronary bypass will not (should not) be done through a mediansternotomy” John Bell-Thomson, MD. MBA