In 1645 Descartes proposed a mechanism for pain transmission, suggesting that a peripheral pain impulse was transmitted directly from the periphery to the brain by a “hard-wired” system without any intermediate modulation (Figure 9-1). This theory of pain transmission was widely held as true until as recently as 40 years ago.
In 1965 Melzack and Wall proposed their groundbreaking gate-control theory of pain that suggested that pain could be modulated or “gated” at a number of points in the pain pathway. Subsequent research identified the dorsal horn (lamina II) of the spinal cord as an important site of potential modulation, and subsequent treatments for acute and chronic pain have utilized this knowledge to good effect. Treatments such as the use of spinal opioids and transcutaneous electrical nerve stimulation (TENS) have both been developed in the light of this knowledge. The gate theory also changed many (often unsuccessful) pain management strategies from techniques where we tried to ablate pain pathways either chemically or surgically to more recent modulation techniques where we attempt to inhibit excitatory influences and enhance inhibitory influences within the pain pathway.
In the last few decades important advances have also occurred in our knowledge of how pain is generated and transmitted from the peripheral nervous system (PNS) to the central nervous system (CNS). Modulation of pain in the PNS also involves numerous transmitters and mechanisms that both excite and inhibit nociceptive pathways.
In the PNS under normal physiologic conditions nociceptive signals are produced when A-α and C fibers are stimulated by heat, pressure, or several chemicals produced by tissue damage and inflammation (potassium, histamine, bradykinin, prostaglandins, adenosine triphosphate [ATP]) .2 Nociceptive signals are transmitted to the superficial layers of lamina II of the dorsal horn in the spinal cord where they are modulated at both the presynaptic and postsynaptic level and also by excitatory and inhibitory descending control pathways form the brainstem (Figure 9-2)3. Signals that are successful in crossing this gate travel on to the brainstem and thalamus before reaching the cerebral cortex to produce a pain stimulus.
A wide array of chemical mediators are produced in the the PNS and have both excitatory and inhibitory influences on peripheral sensory nerve transmission4 both in the acute and chronic phase of injury (Figure 9-3)5. These can directly activate the nerve (ATP, glutamate, 5-hydroxytryptamine [5-HT], histamine, bradykinin), enhance depolarization by sensitizing the nerve to other stimuli (prostaglandins, prostacyclin, and cytokines such as interleukins) or provide a regulatory role on the sensory neuron, inflammatory cells, and sympathetic fibers (bradykinin, tachykinin, and nerve growth factor).
RATIONALE FOR USE OF ANALGESIC ADJUVANTS
As previously noted pain transmission in the central and peripheral nervous systems involves a complex array of neurotransmitters and pathways that are not easily blocked by one drug type or technique alone. A number of drugs in the anesthesiologist’s armamentarium, including opioids, nonsteroidalantiinflammatory drugs (NSAIDs), α2-agonists, and N-methyl-D-aspartate (NMDA) antagonists, have activity at these sites of action and may have benefit if applied in the PNS.
This knowledge can aid the regional anesthesiologist in a number of ways:
1. In the selection of adjuvants to local anesthetics in order to speed onset, prolong effect, and reduce total required dose.
2. Suggest agents that can enhance postoperative analgesia without prolonging adverse effects of local anesthetics.
3. Suggest agents that predominantly act at peripheral sites without central effects, thereby optimizing analgesia while minimizing CNS side effects.
OPIOID ANALGESICS
During inflammation, opioid receptors are expressed in peripheral sensory fibers and immune cells,6 moreover endogenous opioids are released from these cells and balance the increased nociceptive state produced by inflammation.7 An increasing body of work suggests an intimate relationship between endogenous opioids and the immune system. Christoph Stein and colleagues in Berlin have performed a number of pioneering studies8,9 that describe the ability of the immune system to deliver endogenous opioids and the ability of inflammation to stimulate movement of opioid receptors to the site of injury, thereby allowing antinociception to occur. However these changes do not occur immediately after injury and can take up to 96 h to occur.10
Opioid receptors and neuropeptides (eg, substance P) are synthesized in the dorsal root ganglion and transported along intraaxonal microtubules into central and peripheral processes of the primary afferent neuron (Figure 9-4). At the terminals, opioid receptors are incorporated into the neuronal membrane and become functional receptors. Upon activation by exogenous or endogenous opioids (released by immune cells), opioid receptors couple to inhibitory G-proteins. This leads to direct or indirect (through decrease of cyclic adenosine monophosphate) suppression of Ca2+ or Na+ currents and subsequent attenuation of substance P release. The permeability of the perineurium is increased within inflamed tissue, enhancing the ability of opioids to reach target receptors.
Numerous studies have applied opioids in the PNS to either peripheral nerves or the intraarticular space. Although many studies claim an analgesic benefit of peripherally applied opioids, few studies incorporated a control group with a systemically applied opioid for comparison. Without inclusion of a control it is impossible to interpret whether the peripheral opioid is having a true peripheral effect or is instead being carried to the CNS to induce analgesia. True peripherally mediated opioid analgesia may be beneficial if this is associated with improved analgesia or reduced adverse effects compared with systemic administration. If the effect is mediated centrally then there is no clear benefit over systemic administration.
Perineural Opioids
Opioid receptors identified on primary afferent fibers are transported from the dorsal root ganglion to the site of inflammation; however, while they are undergoing axonal transport they may not be easily reached by opioid agonists. This may explain the reason that two recent systematic reviews published in 1997 and 200011·12 found little evidence for the benefit of adding opioids to local anesthetics in peripheral nerve blockade. An updated table of studies examining perineuronal administration of opioids13–16 (excluding buprenorphine and tramadol) shows that analgesic benefit remains equivocal (Table 9-1). In addition Peng and Choyce17 reviewed the use of opioids in intravenous regional anesthesia (IVRA) with similar disappointing conclusions.
Despite these disappointing results, the two opioid agonists that have demonstrated analgesic efficacy when administered perineuronally are buprenorphine and tramadol. Buprenorphine is a partial μ-receptor agonist with a very high receptor affinity compared with fentanyl (24-fold) or morphine (50-fold). In addition it has intermediate lipid solubility, which allows it to cross the neural membrane.18–19
Outcomes of Studies12–16 Examining the Effect of Perineuronal Opioids (excluding tramadol and buprenorphine)
Total Studies | Overall Outcomes | Systemic Control Outcomes |
| ||
15 studies | 8 supportive | 6 systemic control: 4 supportive 2 negative |
| ||
7 negative | 9 no systemic control: 4 supportive 5 negative |
Candido and colleagues20 added 0.3 mg buprenorphine (a partial opioid agonist) to a combination of mepivacaine and tetracaine in axillary block and found an almost 100% increase in the duration of analgesia compared with the administration of axillary block plus the same dose of intramuscular buprenorphine with no significant increase in adverse effects. This supports the peripheral analgesic effect of buprenorphine and also the earlier findings of two studies that examined buprenorphine without a systemic control group.21,22 Studies examining buprenorphine are examined in greater detail in Table 9-2
Table 9–2.
Studies Examining Buprenorphine as an Analgesic Adjuvant with Local Anesthetics
IM = intramuscular
Clinical Pearls
Buprenorphine (0.3 mg) enhances anesthesia and prolongs analgesia when added to local anesthetic for peripheral nerve block.
Tramadol is a weak opioid agonist with some selectivity for the μ-receptor that also inhibits norepinephrine reuptake and stimulates serotonin release in the intrathecal space. Norepinephrine and serotonin are transmitters for the descending control pathway in the spinal cord and enhance analgesia.23–24 Kapral and coworkers25 used a 100-mg dose of tramadol as an adjuvant to mepivacaine in axillary brachial plexus block. They divided 60 patients into three groups, one group received mepivacaine 1% with 2 mL saline, the second group received mepivacaine 1% with 100 mg tramadol, and the third group received mepivacaine 1 % with 2 mL saline and 100 mg tramadol intravenously. This study demonstrated an increased duration of motor and sensory blockade in the axillary tramadol group that significantly (p < 0.01) outlasted both an intravenous and placebo group. Robaux and colleagues26 subsequently performed a dose-response study with placebo, and 40-, 100-, and 200-mg doses of tramadol added to a fixed dose of mepivacaine 1.5% in axillary block and found that the 200-mg dose provided best analgesia with no increased adverse effects.
Clinical Pearls
Tramadol (200 mg) enhances anesthesia and prolongs analgesia when added to local anesthetic for peripheral nerve block.
Intraarticular Opioids & Other Peripheral Routes of Administration
Opioid agonists administered into inflamed tissue will bind to opioid receptors on sensory terminals and induce analgesia. Animal studies indicate that these peripheral opioid receptors are expressed 96 h after the initial inflammatory injury.10 Intraarticular (IA) administration of opioids will therefore only produce analgesia in patients with preexisting inflammation. Kalso and coworkers27 systematically examined the role of IA opioids in 1997 and established that there existed evidence for a prolonged benefit from IA morphine without significant adverse effects, at doses of 1 to 5 mg. No dose response was detected. Recent articles support this finding and show the benefit of IA morphine28,29 tramadol,30 buprenorphine31 and sufentanil.32
Clinical Pearls
Morphine in doses up to 5 mg provides significant analgesia when injected intraarticularly but does require a preexisting inflammatory site of action.
A recent interesting study by Reuben and colleagues33 investigated the use of morphine (5 mg) injected into the iliac crest bone graft donor site during cervical spine fusion surgery. Morphine significantly reduced both acute pain and the incidence of development of chronic pain (assessed 1 year after surgery) compared with patients who had intramuscular morphine or placebo (5% vs 37 and 33%).
Clinical Pearls
PERIPHERAL OPIOIDS SUMMARY
Tramadol 200 mg or buprenorphine 0.3 mg both enhance local anesthetic effect and prolong analgesia when used for peripheral nerve block.
Morphine in doses up to 5 mg provides significant analgesia when injected intraarticularly but does require a pre-existing inflammatory site of action.
Morphine 5 mg injected into the donor site during bone graft harvest may reduce acute and chronic bone graft site pain.
I ALPHA2-AGONISTS & CLONIDINE
Clonidine is an α2-agonist with some α1 -stimulatory effects. It has traditionally been used as an antihypertensive agent and has been noted to have sedative and analgesic effects for many years. More recently it was determined that α2-receptors exist in the dorsal horn of the spinal cord, and stimulation of these receptors produces analgesic effects by inhibiting the presynaptic release of excitatory transmitters, including substance P and glutamate.34–36 Intrathecal clonidine mediates analgesia by increasing acetylcholine levels, which in turn stimulates muscarinic receptors. Muscarinic excitation increases Γ-amino butyric acid levels onto the primary afferent fiber inhibiting the release of the excitatory neurotransmitter, glutamate.37
Clonidine injected close to peripheral nerves with or without local anesthetic drugs appears to mediate analgesia in a number of ways. Clonidine has local anesthetic properties38 and tonically inhibited compound action potentials of C fibers greater then A-α fibers in rat sciatic nerve and was comparable to lidocaine in its ability to inhibit C fibers in rabbit vagus nerve.38,39 Clonidine also has a pharmacokinetic effect on local anesthetic redistribution mediated by a vasoconstrictor effect at the α1 -receptor.40 Recent animal models have demonstrated and supported earlier work that clonidine predominantly facilitates peripheral nerve block through hyperpolarization-activated cationic current and that this effect is independent of any vasoconstrictor effect.41
A more recent addition to the selection of α2-agonists is dexmedetomidine, which is selective for the α2-receptor and which at present is mainly studied as a sedative agent in intensive care units. Dexmedetomidine may be expected to produce more profound analgesia but also greater adverse effects because of the selectivity of action.
Stimulation of the α2-receptor produces hypotension, bradycardia, and sedation at higher doses, and these effects may outweigh any analgesic benefits produced by the use of these agents.
Perineuronal Application
Over 30 studies in humans are now examining the effect of clonidine on local anesthetics in peripheral nerve block. There is good evidence from these studies that clonidine in doses up to 1.5 mcg/kg prolongs sensory block and analgesia when administered with local anesthetics for peripheral nerve block. This supports the early opinion of Murphy and collaegues12 that clonidine is a beneficial adjuvant when added to peripheral nerve block and that the effect is most likely mediated in the PNS.
Although a number of studies are examining the effect of clonidine added to peripheral nerve block, only a few have controlled for a systemic effect of clonidine. Singelyn and coworkers42 evaluated 30 patients receiving an axillary brachial plexus block with 40 mL of 1% mepivacaine plus epinephrine 5 mcg/mL. Patients were randomized to three groups and received: (1) local anesthetic alone, (2) local anesthetic plus 150 meg of clonidine administered subcutaneously, or (3) 150 meg of clonidine in the brachial plexus block with local anesthetic. Clonidine added to the axillary brachial plexus block delayed the onset of pain twofold, without adverse effects when compared with systemic control. Hutschala and coworkers43 have recently demonstrated the peripheral analgesic effect of clonidine in volunteers when added to brachial plexus block with 0.25% bupivacaine. However, other recent studies demonstrate no overall benefit of adding clonidine to long-acting local anesthetics such as bupivacaine and ropivacaine.44
The addition of clonidine to continuous peripheral nerve blocks is not beneficial. Ilfeld and colleagues45,46 have demonstrated in two studies that both 0.1 and 0.2 mcg/mL of clonidine added to continuous infusion of ropivacaine 0.2% failed to reduce pain scores or oral analgesic use after upper extremity surgery.
Clinical Pearls
Clonidine (1-2 mcg/kg) prolongs sensory block and analgesic effect when added to local anesthetic after peripheral nerve block.