Minimally Invasive Esophageal Procedures



Minimally Invasive Esophageal Procedures


Nikiforos Ballian

Matthew J. Schuchert

James D. Luketich



INTRODUCTION

Minimally invasive surgical approaches are being increasingly implemented in the management of esophageal disease. The continued challenge for the minimally invasive surgeon is to maintain the fundamental principles of esophageal surgery that have been established with decades of open experience, while avoiding ill-advised shortcuts. The more complex the esophageal intervention, the more likely we are to see difficulty in reproducing the key technical steps of any given minimally invasive procedure. In most cases it is not the intent of the surgeon to perform a less than perfect operation, but one may be prodded by reports from other centers, as well as by patients and referring physicians seeking good results from small incisions. Therefore, as we evolve toward a less invasive culture and embrace new technologies, it is important that we continue to critically interpret and publish our results, while adopting a thoughtful attitude toward accomplishing the best outcomes possible.

This chapter summarizes the role of minimally invasive surgery in the treatment of esophageal cancer. Though laparoscopic fundoplication represents one of the cornerstones of minimally invasive esophageal surgery, this topic is discussed in detail in the chapter on antireflux procedures (Chapter 16). Similarly, other advanced minimally invasive esophageal techniques including esophageal staging techniques (Chapter 2), myotomy with fundoplication for esophageal motility disorders (Chapter 20), diverticulectomy (Chapter 22), palliative esophageal procedures (Chapter 21), and paraesophageal hernia repair with or without gastroplasty (Chapter 35) are covered in this text. The minimally invasive approach to esophagectomy highlighted in this chapter includes a detailed description of operative technique as well as a discussion of the published outcomes with comparison to the comparable open procedures. Complex procedures such as minimally invasive esophagectomy (MIE) are routinely being performed in only a limited number of specialized centers. Prospective studies ultimately will be required to objectively identify the benefits and limitations of these minimally invasive approaches.


BACKGROUND—ESOPHAGEAL CANCER

Esophageal cancer is the sixth leading cause of cancer-related death world-wide. In the United States, there will be an estimated 17,460 new cases of esophageal cancer diagnosed in 2012, with over 15,070 deaths (ninth leading cause of cancer-related deaths in the United States). The incidence of esophageal cancer increases steadily with age, with the median age of diagnosis being 68 years. Though squamous cell carcinoma has been demonstrated to be four to five times more common in African Americans, the incidence of adenocarcinoma has been increasing rapidly among Caucasians. In the mid-1990s, adenocarcinoma overtook squamous cell carcinoma as the most common type of esophageal cancer in the United States. Risk factors for the development of adenocarcinoma include chronic gastroesophageal reflux disease (GERD), obesity, and the presence of Barrett’s esophagus. Esophageal adenocarcinoma is currently the solid malignancy with the most rapidly increasing incidence in the United States and the Western world, having increased by almost 600% since the 1970s. Overall survival rates, however, remain grim, ranging between 5% and 16%. The introduction of new molecular diagnostic tests in addition to new and emerging therapeutic techniques, and the development of more effective multimodality management strategies, provide hope for earlier identification and hopefully improved outcomes in the management of this lethal condition.


ENDOSCOPIC MANAGEMENT OF HIGH-GRADE DYSPLASIA AND SUPERFICIAL ESOPHAGEAL CANCER

High-grade dysplasia (HGD), referred to by some as carcinoma in situ, is characterized by malignant histologic findings that are confined to the esophageal epithelium and do not penetrate the basement membrane. HGD is believed to represent a late step in the dysplasia-carcinoma sequence, and can exist both as an isolated lesion and in association with invasive cancer. Although not all patients with HGD have, or will develop, cancer, malignant progression has been documented in 16% to 59% of patients followed for more than 5 years. Detection is notoriously difficult due to the lack of visible mucosal changes, and diagnosis is complicated by significant interobserver variability in the interpretation of the pathologic specimens. Esophagoscopy employing the Seattle protocol (four-quadrant jumbo biopsies taken every 1 cm) remains the standard method for evaluating segments of Barrett’s esophagus. When HGD is suspected based upon pathologic evaluation, confirmation of the diagnosis by an independent pathologist is performed.

The principal management options for patients diagnosed with HGD include endoscopic surveillance, mucosal ablation, or esophagectomy. Intensive endoscopic surveillance can be performed every 3 to 6 months in the setting of HGD, with surgical or ablative therapy being employed once there is definitive evidence of adenocarcinoma. Although it is true that not all patients with HGD will go on to develop cancer, by the time biopsy specimens reveal HGD, between 40% and 60% patients will already have an invasive malignancy. Intensive surveillance strategies might avoid the risks associated with esophageal resection, but there has not been a clear demonstration that current intensive surveillance protocols are cost-effective or improve
mortality from esophageal cancer. Extensive work is underway evaluating methods to enhance the yield of surveillance protocols utilizing improved imaging modalities (e.g., fluorescence endoscopy, narrow-band imaging). However, at this time, none of these modalities has been clearly established as the standard of care in the management of HGD and early esophageal cancer.

Endoscopic ablation represents another option in the treatment of HGD or carcinoma in situ. The intent of this procedure is to eradicate the abnormal Barrett’s epithelium to allow for subsequent restoration of normal squamous mucosa. Multiple techniques have been developed to selectively eradicate Barrett’s mucosa and intramucosal carcinomas, including photodynamic therapy, endoscopic mucosal resection (EMR), and radiofrequency ablation (RFA).


Photodynamic Therapy—Technique

Photodynamic therapy (PDT) employs a photosensitizing drug (porfimer sodium) that is absorbed and retained at higher concentrations in neoplastic tissue when compared with normal tissue. Porfimer sodium (Axcan Scandipharm, Inc., Birmingham, AL) is injected at a dose of 2 mg/kg, and is allowed to circulate for 24 to 48 hours prior to treatment. Endoscopy is performed, and a PDT probe of appropriate length (1 cm, 2.5 cm, or 5 cm) is chosen and deployed through the endoscope under direct visual guidance. The probe is typically deployed in the stomach, pulled back to the designated site of treatment, and maintained in immediate proximity to the targeted lesion throughout the course of therapy. Focal stimulation of porfimer sodium in vivo with a laser light of appropriate wavelength (630 nm) induces a photochemical reaction that results in mucosal destruction. Total light dose ranges between 175 and 300 J/cm. After the initial application is completed, a second look is performed typically within 48 hours to permit assessment of treatment response, perform endoscopic mucosal debridement, and to apply a second dose of PDT, if needed. Patients are maintained on a liquid diet between PDT treatments advancing to a soft diet in 2 to 3 days following the completion of therapy.



Endoscopic Mucosal Resection— Technique

EMR is also a viable treatment option in patients with nodular or focal HGD or early esophageal cancer. This group of patients has a lower risk of lymph node metastasis, and thus local resection techniques can be performed with the intent to cure. Advantages of EMR also include the generation of a tissue specimen that provides information on stage and margins and lower morbidity and mortality when compared with esophageal resection.






Fig. 19.1. Endoscopic mucosal resection. (A) Localized polypoid lesion involving the distal esophagus. (B) Appearance of mucosa following endoscopic mucosal resection. (Reprinted from Peters FP, et al. Endoscopic treatment of high-grade dysplasia and early stage cancer in Barrett’s esophagus. Gastrointest Endosc 2005;61:506-514, Copyright (2005) with permission from Elsevier.)

At endoscopy, the targeted lesion must be carefully assessed to determine the extent of resection. Visual delineation of the borders of the lesion can be enhanced by the use of chromoendoscopy or narrow-band imaging. Endoscopic ultrasound (EUS) is also frequently utilized to assess lesion depth and the status of the periesophageal lymph nodes. The EMR technique involves raising the mucosal or submucosal target area by intramural saline and/or suction and then performing a snare resection (Fig. 19.1). This technique can be performed focally or circumferentially. The most common EMR technique utilized in the esophagus is the “cup and suction” or EMR-cap technique. Following injection of saline (with or without epinephrine or methylene blue) into the submucosa to elevate the targeted lesion, a plastic cap is then positioned over the targeted site and the mucosa is drawn into the cap by suction. A snare that is positioned around the cap is then closed around the base of the lesion, which is then removed by electrocautery (Fig. 19.2).

Another commonly employed EMR technique is band ligation. The targeted lesion is suctioned into a ligation cylinder (Duette System, Cook Medical, Winston-Salem, NC) and a band is deployed at the base, which results in the formation of a pseudopolyp. A snare is deployed just below the base of the pseudopolyp to excise the lesion. Other EMR techniques include the strip biopsy, which is most useful for raised or polypoid lesions. No submucosal injection is performed with this technique.
A snare is introduced through the working channel and the targeted lesion is removed by electrocautery. A variation of the strip biopsy is the “inject, lift, and cut” technique, which requires a two-channel endoscope. Following submucosal injection, the lesion is lifted by forceps introduced through one channel, and removed by snare electrocautery performed via the second channel.






Fig. 19.2. Endoscopic mucosal resection. (A) Target lesion is raised by the submucosal injection of saline with epinephrine. (B) Suction is applied to the mucosa drawing the target lesion into the cap. (C) The snare is then deployed to remove the mucosal specimen. (Reprinted from Inoue H, et al. Endoscopic mucosal resection for early-stage gastrointestinal cancers. Best Pract Res Clin Gastroenterol 2005;19:871-887, Copyright (2005), with permission from Elsevier.)

After resection, the specimen is oriented and submitted to pathology for assessment of pathologic T stage, surgical margins, and for the presence of lymphovascular invasion. For lesions with negative margins and no lymphovascular invasion the probability of a curative resection is >95%. For lesions where margin status remains in question, close endoscopic follow-up is warranted to rule out the possibility of local recurrence. If there is suspicion of lymphovascular invasion or nodal involvement, standard surgical resection with nodal dissection is recommended.



Endoscopic Submucosal Dissection—Technique

Endoscopic submucosal dissection (ESD) represents an extension of the EMR technique and employs an electrocautery knife to dissect and excise larger (>2 cm) mucosal lesions in an en bloc fashion. Similar to EMR, the borders of the lesion are delineated by scoring the mucosa with electrocautery. A saline-epinephrine solution is then injected in the submucosal plane. Other injectable solutions (e.g., hyaluronic acid) can be utilized to maintain the lifting effect on the mucosa, which is then excised utilizing an endoscopic electrocautery knife. A peripheral incision is performed to initiate the dissection. Submucosal fibers are sequentially hooked and cut, and hemostasis is maintained by the use of electrocautery (Fig. 19.3). A transparent cap can be utilized on the tip of the endoscope to enhance exposure. A variety of endoscopic cutting knives has been utilized as reported in the literature, including the Needle Knife (Olympus, Tokyo, Japan), Hook Knife (Olympus, Tokyo, Japan), Flex Knife (Olympus, Tokyo, Japan), Triangle Tip Knife (Olympus, Tokyo, Japan), IT Knife 2 (Olympus, Tokyo, Japan), Duaknife (Olympus, Tokyo, Japan), Safe Knife (Pentax Corp., Tokyo, Japan), Flush Knife (Fujinon Corp, Omiya, Japan), and Hybrid Knife (Erbe Corp, Tübingen, Germany).



Radiofrequency Ablation— Technique

The RFA system (Halo360 System, BARRX Medical Corporation, Inc., Sunnyvale, CA) is a balloon-based catheter ablation system that applies radiofrequency energy via a 3 cm bipolar microelectrode with 60 electrode rings. Radiofrequency energy is delivered through the balloon, generating heat which leads to coagulative necrosis and tissue destruction in the adjacent tissue. A sizing balloon is initially deployed to measure the inner diameter of the targeted segment. The appropriately sized balloon delivery system is then advanced into position over a wire and RFA is performed per a standardized protocol. The closely spaced circumferential electrodes deliver the radiofrequency energy pulse in less than 1 second, accomplishing a uniform distribution of energy density. The depth of ablation is typically limited to the muscularis mucosa. This is slightly more superficial than the EMR and ESD techniques, which excise tissue down to the level of the submucosa. As a result, RFA has been thought to produce a lower rate of stricture formation. The catheter can be repositioned to treat the entire length of Barrett’s esophagus as required (Fig. 19.4). Noncircumferential probes (Halo90 System, BARRX Medical Corporation, Inc., Sunnyvale, CA) that can apply energy to focal islands of residual Barrett’s tissue are available.






Fig. 19.4. Radiofrequency ablation of Barrett’s esophagus. (A) Insertion of ablation probe over wire. (B) Balloon expansion and RFA treatment pulse. (C) Mucosal ablation of treated segment. (Reprinted from Sharma VK, et al. Balloon-based circumferential endoscopic frequency ablation of Barrett’s esophagus: 1-year follow-up of 100 patients. Gastrointest Endosc 2007;65:506-514, Copyright (2007), with permission from Elsevier.)

Jun 15, 2016 | Posted by in CARDIAC SURGERY | Comments Off on Minimally Invasive Esophageal Procedures

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