Introduction
Low back pain (LBP) is a very common health problem causing global disability, and the economic burden caused by LBP is high compared with other common disorders [
1]. As is already known, lumbar disc degeneration (LDD) diseases, including lumbar disc herniation and lumbar spinal stenosis, are the most common diseases manifesting with symptoms of LBP [
2,
3]. Unfortunately, the pathological mechanisms of LDD have not been completely understood. Recently, several studies have focused on fatty infiltration of paraspinal muscles in LDD [
4‐
7].
The paraspinal muscles mainly consist of the multifidus [MF], the erector spinae [ES], and the psoas [PS] muscles. These muscles play a key role in maintaining lumbar segment stability and dynamic regulation; they can maintain the posture and restrict excessive intervertebral movement [
8,
9]. Previous studies have observed structural remodeling of paraspinal muscles in LDD, including fatty infiltration, asymmetry, and decreased size [
2,
10,
11]. Among them, fatty infiltration of paraspinal muscles is closely related to high-intensity pain/disability and structural abnormalities in the lumbar spine [
6,
12‐
15]. However, there are some controversies about the relationship between LDD and fatty infiltration of paraspinal muscles, and the causation of them is also not clear [
11].
Recent literature has suggested that there is a relationship between the fatty infiltration of paraspinal muscles and LDD. Disc degeneration and MF fatty atrophy positively correlate at the L3–L4 disc segment in patients with lumbar disc herniation (LDH) [
16]. Another study pointed out that the degree of MF fatty atrophy is poorly related to LDD in patients with LBP [
17]. Interestingly, one study showed that severe LDD and the fatty infiltration of paraspinal muscles did not display a statistically significant relationship at any lumbar level in women with chronic LBP [
18]. Another study reported that patients with severe LDD were more likely to have increased fatty infiltration in the MF and ES [
5]. Hence, for solving these controversies above, we need to design and perform a more rigorous and complete experiment to explore these issues.
There are many mechanisms explaining the development of LDD and LBP. It has been shown that inflammation is strongly related to LDD and LBP [
19]. Some inflammatory factors can be diagnostic biomarkers of LDD and LBP [
19]. Meanwhile, recent research using animal models of spine injury and LDD has revealed the dysregulation of the inflammatory mediators in MF and inflammatory cytokines participated in fatty infiltration of MF [
7,
20‐
22]. In light of previous studies [
7,
20‐
22], the inflammatory reaction might provide a novel insight into the structural MF remodeling after LDD and spine injury. Up to now, it has not been investigated in humans whether inflammation in fatty infiltration of MF increases with the progression of LDD.
The main purpose of this study was to clarify whether fatty infiltration of paraspinal muscles is associated with LDD. We also explored whether gender, age, and body mass index (BMI) correlate with fatty infiltration of paraspinal muscles. Additionally, we intended to preliminarily verify whether inflammation in fatty infiltration of MF increases with the progression of LDD.
Discussion
Dysfunction of paraspinal muscles is characterized by fatty infiltration, and it can damage the lumbar spine alignment and impair spinal biomechanics [
9,
34]. Recently, an increasing number of studies have focused on the fatty infiltration of the MF; actions of the MF are responsible for more than two-thirds of the stiffness of the spine when in the neutral zone [
35] and morphology allows the MF to produce very large forces over a small operating range, which makes the MF ideally suited for stability instead of motion [
34]. Hence, the anatomic structure and biomechanics of MF suggest that fatty infiltration of MF may participate in the pathological process of some spinal diseases [
2]. Previous studies have found fatty infiltration of MF in LDD [
5,
16‐
18]. However, it is still not clear whether fatty infiltration of paraspinal muscles is associated with LDD.
To verify the problem, we respectively selected patients who had undergone discectomy for severe sciatica and chronic LBP caused by lumbar disc herniation at L4/L5. Meanwhile, we kept consistent baseline demographic characteristics, including age, BMI, and gender, which had not been carried out in previous studies. We also quantitatively detected the rate of fatty infiltration to analyze the correlation between LDD and degeneration of paraspinal muscles, and selected patients with nonspecific chronic LBP as control subjects (Grade I) to better determine the relationship between LDD and fatty infiltration of paraspinal muscles. Moreover, we collected lumbar disc and MF from patients with LDH to explore the underlying mechanism between fatty infiltration of MF and LDD in patients.
First, we measured the TMCSA and RCSA of the paraspinal muscles and found that the TMCSA and RCSA were not significantly different among different degeneration grades. We also evaluate the LBP and fatty infiltration of the multifidus, the results suggested that LBP was associated with fatty infiltration of the multifidus. The results were consistent with some studies [
12,
13], the fatty infiltration of paraspinal muscles, but not muscle CSA, was related to high-intensity pain/disability and structural abnormalities in the lumbar spine. A recent study also depicted that fatty infiltration in the multifidus 4 times increased the likelihood of having intense LBP [
18]. Ekşi et al. also proposed a new scoring system including fatty infiltration in the paraspinal muscles, they found that scoring (Mo-fi-disc) was correlated with the intensity of LBP [
13]. The results showed that the paraspinal muscle CSA may not be associated with LDD. Therefore, some studies suggested that fatty infiltration may be a better indication of muscle degeneration and has a stronger association with physical function than the CSA [
13,
26].
Considering earlier studies that had found muscle asymmetry in asymptomatic subjects [
36,
37], Hides et al. [
38] proposed using 10% or greater asymmetry in multifidus CSA as an indicator of potential spinal abnormality. However, Niemelainen et al. [
39] found that paraspinal muscle asymmetry greater than 10% was commonly found in men without a history of LBP, suggesting caution in using level- and side-specific paraspinal muscle asymmetry to identify subjects with LBP and spinal pathology. As shown in our study, the asymmetry in MF CSA and ES CSA did not increase with disc degeneration in chronic LBP, which suggested that muscle CSA asymmetry is not related to LDD.
It has been suggested that marked fat infiltration of MF observed primarily at the level of lower lumbar vertebrae in the general population may be a result of local lumbar pathology, which tends to be most common at those levels [
24]. Thus, we calculated the ratio of FCSA to TMCSA (FCSA/TMCSA) to represent fatty infiltration of paraspinal muscles [
2,
25,
30]. The results showed that fatty infiltration of MF and ES significantly increased with the increase in Pfirrmann grades. However, significance was weak in fatty infiltration of the PS. Similarly, Parkkola et al. found that patients with chronic LBP had more fatty infiltration of MF and ES but not PS than healthy controls [
40]. A recent study evaluated the lumbar spine at all lumbar levels in age-matched women and men with LBP, they also reported that patients with severe LDD were more likely to have increased fatty infiltration in the multifidus and erector spinae muscles [
5]. Arbanas et al. suggested that PS remains active regardless of the presence of degenerative and Modic changes of the lumbar spine in patients with LBP [
41]. Özcan-Ekşi et al. [
18] firstly reported that women with chronic low back pain could have less fat-infiltrated psoas to compensate for more fat-infiltrated multifidus at the L4-L5 disc level. The above evidence suggests a relationship between LDD and fatty infiltration of MF/ES.
To further determine the relationship, we utilized the Spearman correlation analysis and multivariate linear regression. The results showed that the degree of LDD had a strong positive correlation with fatty infiltration of MF and had a moderate positive correlation with fatty infiltration of ES, which confirmed the association between LDD and fatty infiltration of MF/ES. In multivariate linear regression analysis, we found that the degree of LDD was the most important independent correlation factor for fatty infiltration of MF and ES. Nevertheless, we found that LDD was further associated with the fatty infiltration of MF. Based on all the data, we can conclude that fatty infiltration of the MF muscle shows an optimal correlation with LDD, compared with fatty infiltration of the ES and PS.
However, some studies derived different conclusions. These studies suggested that LDD and fatty infiltration of the paraspinal muscles did not have a statistically significant relationship or had a low correlation [
17,
18]. Another study reported that patients with severe LDD were more likely to have increased fatty infiltration in the multifidus and erector spinae muscles [
5]. In our study, we presented some more powerful evidence than the above studies because we set more stringent inclusion/exclusion criteria, maintained better baseline consistency to reduce data bias, conducted statistical analysis through quantitative determination, and finally drew a conclusion that LDD was closely associated with fatty infiltration of the MF at L4/L5 level.
Currently, the mechanisms accounting for the relationship between fatty infiltration of the MF and spinal diseases are poorly understood. There are many hypotheses regarding the mechanism, such as denervation [
42], chronic disuse [
43], and inflammation [
22]. Especially, inflammation has extensively been studied. In the inflammatory process, TNF is upregulated in LDD; it is regarded as the key mediator of LDD and LBP, as it has powerful proinflammatory activities and is closely related to various pathological LDD processes [
44]. Similarly, TNF is also a key regulator of muscle atrophy given that it can induce the upregulation of inflammatory cytokine gene expression and stimulation of the NF-κB pathway in muscle wasting [
45]. Moreover, in animal models of lumbar disc injury, greater gene expression of proinflammatory cytokines such as TNF has been found in MF structural remodeling [
10,
20,
22]. Interestingly, James et al. [
7] found that only the expression of TNF in the MF of patients with high-fat infiltration was higher than that in patients with low-fat infiltration; they further speculated that LDD was related to dysregulation of the inflammatory conditions of the local MF. According to Shahidi et al. [
46], high levels of muscle degeneration, inflammation, and decreased vascularity were common in human multifidus biopsies of individuals with lumbar spine pathology in comparison to normative data. However, it has not been investigated in humans whether inflammation in fatty infiltration of MF increases with the progression of LDD.
In this study, we analyzed inflammatory factors in the lumbar disc and MF from patients with LDD. We found that gene expression of TNF of the lumbar disc in the severe-degeneration group (Pfirrmann IV) was significantly higher than that in the mild-degeneration group (Pfirrmann II), but gene expression of TNF in MF did not show a significant difference between the two groups. In contrast, James et al. [
7] found that the gene expression of TNF in the MF of patients with high-fat infiltration was higher than that in patients with low-fat infiltration, which may be attributed to their own definition of levels of fat infiltration by using clinical MRI grading scale and the baseline offset existing between the two groups. Moreover, they did not explore the protein expression of TNF. Thus, to further explore whether the protein expression of TNF in the lumbar disc and MF significantly differed between the two groups, we detected the concentration of TNF by ELISA. Surprisingly, we found that the protein expression of TNF of lumbar disc and MF in the severe-degeneration group was significantly higher than that in the mild-degeneration group. In experimental animals [
47,
48], TNF was often thought to be produced by the lumbar disc. Moreover, in James’s study [
21], their results revealed that spontaneous IDD could cause the dysregulation of the inflammatory pathways active in the multifidus. Because the gene expression of TNF in MF was not significantly different between the two groups. the protein expression of TNF in MF may come from the degenerated intervertebral discs. Based on our results and those previous studies [
7,
21,
22,
47,
48], we speculate that LDD is associated with fatty infiltration of the multifidus. LDD may induce the fatty infiltration by TNF. The inflammation, as a core link, may be related to the phenotype. The hypothesis may explain why the fatty infiltration of MF increases with the progression of LDD.
Finally, we continued to analyze the correlation between fatty infiltration of paraspinal muscles and other factors (BMI, gender, and age.). Similar to Kjaer et al. [
24], we found that fatty infiltration of paraspinal muscles was not affected by BMI. Another study [
49] showed that BMI was associated with severe fatty infiltration in the erector spinae at L2-L3 and L3-L4 levels. But in our study, BMI was not related to fatty infiltration of paraspinal muscles, which may be attributed to our evaluation only at the L4/5 level. Moreover, consistent with previous findings [
24,
26,
29,
30,
46], fatty infiltration increased with age, and TMCSA decreased with age. Age was also associated with fatty infiltration of the paraspinal muscles. In terms of gender, fatty infiltration was higher in females than in males, which may be due to their own body composition [
24] and our choice of disc level. A recent study [
5] comparing age-matched women and men with LBP depicted that women had more fatty infiltration in the multifidus and erector spinae muscles at L4-L5 and L5-S1. Men had more fatty infiltration in the psoas muscle at L5-S1. Patients with severe LDD were more likely to have increased fatty infiltration in the multifidus and erector spinae.
There are some limitations to our study. To avoid the possible interference of other discs, we selected patients with lumbar disc herniation only at L4/L5. Other disc levels were not explored in our study, we will explore them in the future. The tissue samples included in our study were not large; thus, further study needs more samples to further explore mechanisms between fatty infiltration of MF and LDD in humans. It is hard to obtain tissue samples in the pain-free control group of age-matched participants, so animal models of LDD seem more important to observe the fatty infiltration of MF and LDD, and such research will be conducted. Nevertheless, the fatty infiltration and inflammatory cytokine expression were related in our study.
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