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    E l e c t r o m a g n e t i cN a v i g a t i o n

    Yehuda Schwarz, MD, FCCPa,b,*

    The first bronchoscopic procedure was performed

    in 1897 by Gustav Killian using a laryngoscope and

    a rigid esophageal tube to remove a foreign body

    from the trachea.1 During the next century, bron-choscopy evolved from being a rigid technique

    to one that uses a flexible bronchoscope devel-

    oped by Ikeda and colleagues2 in 1968, opening

    new horizons in the diagnosis and treatment of

    pulmonary diseases. Flexible bronchoscopy is

    a minimally invasive procedure, obviating general

    anesthesia and eliminating potential associated

    complications. New technological developments

    emerged in the 80s to improve the yield in diag-

    nosis; these innovations included videobroncho-

    scopy, endobronchial ultrasonography (EBUS),autofluorescence bronchoscopy, and lately,

    narrow-band imaging.3,4 Endoscopic therapeutic

    procedures have also kept pace with these devel-

    opments, with the introduction of laser photore-

    section, cryotherapy, electrocautery, and stent

    technology.5 The field of imaging also underwent

    technological transformation at the same time.

    The incidence of peripheral non-smallcell lung

    cancer (NSCL, adenocarcinoma subgroup) has

    also increased significantly during the last 30

    years; probably because of the introduction and

    use of filtered cigarettes and the subsequent distaldelivery of smaller cigarettes particles.

    Patients with pulmonary nodules and masses

    are routinely referred to pulmonologists, radiolo-

    gists, and thoracic surgeons for evaluation and

    tissue diagnosis. The rapidly increasing use of

    chest computed tomography (CT) for screening

    and ruling out pulmonary embolism and various

    other indications has led to a significant increase

    in the detection of lung nodules.6 More than 6.5

    million CT scans of the chest were performed in

    the United States alone in 2001, highlighting the

    gravity of this clinical scenario.7Choosing the invasive diagnostic procedures to

    perform a biopsy for tissue diagnosis in cases of

    small peripheral nodules or opacities remains

    a clinical challenge. The main options are bron-

    choscopy, percutaneous needle aspiration, and

    thoracoscopic lung biopsy. Percutaneous needle

    aspiration biopsy still plays an important role in

    the diagnosis of peripheral lung cancers, yet the

    associated pneumothorax (20%34%) and

    hemoptysis are unacceptable.811 The high inci-

    dence of pneumothorax in percutaneous tech-niques can be partially explained by the fact that

    most patients diagnosed with a peripheral lung

    lesion also may have some degree of emphysema-

    tous changes and poor pulmonary function from

    smoking. Thoracoscopic and open surgical biopsy

    have the obvious disadvantages of the procedures

    being invasive, the patients having to undergo

    general anesthesia, and the need to tolerate

    single-lung ventilation during the procedure. The

    rate of mortality for this procedure can be 0.5%

    to 5.3%.12

    In patients with a high probability of lung cancerand good lung function, it is often not necessary to

    obtain tissue diagnosis. For all others, however,

    there is a need for an approach with a low compli-

    cation rate, especially in those with multiple

    nodules and compromised lung function. Cohort

    studies have demonstrated that most nodules so

    detected are benign.13 As such, surgery, with its

    associated morbidity and mortality, is not

    a

    Department of Pulmonology, Tel-Aviv Sourasky Medical Center, 6 Weisman Street, Tel-Aviv, 64239, Israelb Sackler Faculty of Medicine, Tel Aviv University, Ramat Aviv 69978, Israel* Department of Pulmonology, Tel-Aviv Sourasky Medical Center, 6 Weisman Street, Tel-Aviv, 64239, Israel.E-mail address: [email protected]

    KEYWORDS

    Electromagnetic navigation bronchoscopy Peripheral lung lesion Transbronchial needle aspiration Fiducial markers Stereotactic radiosurgery

    Clin Chest Med 31 (2010) 6573doi:10.1016/j.ccm.2009.08.0050272-5231/10/$ see front matter 2010 Published by Elsevier Inc. c

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    mailto:[email protected]://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/http://chestmed.theclinics.com/mailto:[email protected]
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    indicated for most patients who present with inci-

    dentally discovered pulmonary nodules. Tissue

    diagnosis, on the other hand, is frequently

    essential.12

    The conventional flexible bronchoscopy proce-

    dure is of limited diagnostic value in peripheral

    lung nodules, that is, those located at the periph-eral third of the lung. Biopsy success is further

    compromised if the lesion is smaller than 2 cm in

    diameter.14 The main limitation of the broncho-

    scopic approach is the difficulty in reaching

    peripheral lesions with the biopsy tools. The tools

    used to obtain biopsy tissue are difficult to steer

    to the desired location. Once extended beyond

    the tip of the bronchoscope, the physician per-

    forming the bronchoscopy is faced with the diffi-

    culty of precisely localizing the lesion under

    fluoroscopy, whereas the alternatives of CT-

    guided bronchoscopy and EBUS are more techni-

    cally demanding and require special training.

    EBUS enables the operator to see the lesion

    but it cannot provide guidelines to the bronchos-

    copist for choosing the correct airway to reach

    a given peripheral lesion.

    Moderate sedation is the current practice in

    standard bronchoscopy and the procedure is

    safe in the hands of trained personnel. Because

    the mortality for bronchoscopy is low (1 in 4000)

    and the complication rate for pneumothorax with

    transbronchial biopsy is also much lower than allthe other available approaches (

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    Fig. 1. (A) The sensor (1 mm diameter and 8 mm length) mounted at the tip of a flexible metal cablethe LG. TheLG has a built-in bending mechanism for active steering in 8 directions that allows bending of the tip. Courtesy of

    superDimension, Inc., Minneapolis, MN; with permission. (B) The LG with the sensor is integrated into theextended working channel (EWC). The EWC is left at the desired location once it has been reached with theaid of the sensor, enabling easy access for bronchoscopic accessories. (C) The monitor and computer are placedon a trolley to receive input and visualization of the sensors position on the monitor in all orientations (X, Y,and Z planes and roll, pitch, and yaw movements) in real time. Courtesy of superDimension, Inc., Minneapolis,MN; with permission. (D) Magnetic board placed under the mattress of the bronchoscopy bed.

    67

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    direction in which to bend the LG to move toward

    the lesion (see Fig. 2). The fully retractable probe is

    incorporated into a flexible catheter (the EWC

    sheath) that is 130 cm long and 1.9 mm in diam-

    eter. Once the area of interest is reached, the LG

    is removed leaving the sheath in place. Various

    tools and endoscopic accessories can now be

    introduced through the catheter: these include

    forceps for biopsy, needle, brush or curette, radial

    EBUS (used by some researchers for confirmation

    of the proximity of the sensor to the nodule), or to

    place fiducials surrounding the diagnosed tumors.

    Schwarz and colleagues15 performed the first

    trial to determine the practicality, accuracy, and

    safety of real-time EMB in locating artificial periph-

    eral lung lesions in a swine model. The study

    showed a registration accuracy of 4.5 mm on

    average. No adverse effects, such as pneumo-

    thorax or internal bleeding, were encountered in

    any animal. The authors concluded that real-timeelectromagnetic positioning with previously

    acquired CT scans is an accurate technology

    that can augment standard bronchoscopy to

    assist in reaching peripheral lung lesions and in

    performing biopsies. The first human study was

    a prospective controlled clinical investigation that

    was opened in June 2003; its result was published

    in 2006.16 Of 15 subjects, 13 underwent EMB for

    peripheral lung lesions, ranging in size from 1.5

    to 5 cm, that were beyond the optical reach of

    a bronchoscope. Four of the lesions were in the

    left upper lobe, 3 in the right upper lobe; 5 in the

    right lower lobe, and 1 in the right middle lobe. A

    definitive diagnosis was established in 9 (69%) of

    the 13 subjects. No device-related adverse events

    were reported during or up to 48 hours after the

    study. A parallel study17 was performed in

    Germany from July to December, 2003, which

    also attained diagnostic yield of 69%. There were

    no serious complications. Both studies concluded

    that real-time EMB with CT images is a feasible

    and safe method for obtaining biopsies of periph-

    eral lung lesions.

    At the end of the 2006, a larger prospectivestudy involving 60 patients was performed by

    Gildea and colleagues18; the results showed an

    improved yield of 74%, although 57% of lesions

    were smaller than 20 mm in size. Their study

    Fig. 2. The monitor depicting the reconstructed 3-dimensional CT scans (coronal, sagittal, and axial views), withthe position of the sensor probe at the tip-view showing a ring with an arrow giving an accurate direction tobend the LG for reaching the targeted lesion and 3-dimensional CT images of the focal sensors area.

    Schwarz68

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    was the first to demonstrate another application

    of the navigation system, that is, the diagnosisof mediastinal lymph nodes. By adding lymph

    node sampling, they improved the overall patient

    diagnosis accuracy to 80.3%. Complications

    were limited to pneumothorax, which occurred

    in 3.5% of the patients. By giving the bronchos-

    copist access to the peripheral lung area, itbecame apparent that there are cases in which

    the steerable probe cannot be advanced to all

    the lesions, as the bronchus leading to the lesion

    may not exist.

    Fig. 3. (A) CT data represented by the system software in axial, sagittal, and coronal cuts and VB images. ( B)Carina and major bronchial bifurcations on the VB images marked as reference points for the registration phase.

    Electromagnetic Navigation 69

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    Fig. 4. Targeting the mediastinal lymph nodes for TBNA. The software on-demand shows a transparent VBimage of the tracheal wall, thus allowing a view of the previously marked mediastinal lymph node for aspiration.(A) R4 lymph node and (B) lymph node at the aortopulmonary window.

    Schwarz70

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    Makris and colleagues19 described their experi-

    ence using the same EMB system in 40 patients

    with lesions between 17 to 39 mm in size. They

    emphasized that the average of CT-to-body diver-

    gence, which represents the radius of the

    expected difference in location between the tip

    of the sensor probe in the actual patient and where

    the tip is expected to be was 4.6015 mm, whereas

    the distance between sensor probe and the center

    of the lesion was 8.7608 mm. The yield they

    reached was 62.5% in 25 out of the 40 cases,

    improving if the CT-to-body divergence was less

    than 4 mm. The sensitivity and negative predictive

    value of EMB for malignancy were 57 and 25%,

    respectively.

    Eberhardt and colleagues20 reported their expe-

    rience with EMB in 89 subjects in whom they

    reached a diagnostic yield of 67%, (independent

    of lesion size). They had a CT-to-body divergenceof 4.6 1.8 mm (range, 1 to 31). There was no

    occurrence of pneumothorax. The mean naviga-

    tion error was 9 6 mm. These investigators

    also found that size of the lesion was not

    a determinant in diagnostic yield, and noted that

    the time needed for the electromagnetic naviga-

    tion method is around 30 minutes or less. This is

    similar to the time for performing bronchoscopy

    on patients with interstitial lung diseases and for

    obtaining a transbronchial biopsy.

    The same group21

    compared the added value ofusing the US probe to verify and correct the posi-

    tion of the sensor once it had reached the lesion,

    as indicated by the software. By doing so, they

    were able to correct the position of the sensor

    and thereby improved their yield. They concluded

    that combined EBUS and EMB enhance the diag-

    nostic yield of flexible bronchoscopy in peripheral

    lung lesions without compromising patient safety.

    Specifically, combined EBUS/EMB had a signifi-

    cantly higher diagnostic yield (88%) compared

    with EBUS (69%) or EMB alone (59%; P5 .02),

    with an overall pneumothorax rate of 6%.Several explanations were given by the users of

    the EMB for the failure to reach near 100%

    success, one being the absence of an airway

    leading to the targeted nodule, another being the

    Fig. 5. Registration step: during the bronchoscopy the carina and the major bronchial bifurcations are marked onthe VB images at the planning step in the same position using the sensor applied lightly on the carina mucosa.

    Electromagnetic Navigation 71

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    lesion extrinsic to an airway making adequate

    tissue sampling difficult.

    Wilson and Bartlett22 performed a larger EMB

    retrospective consecutive study in a community

    bronchoscopic unit using rapid on-site cytologic

    evaluation (ROSE) on 248 patients referred for

    diagnosis of peripheral lesions or mediastinallymph nodes (71). Pneumothorax was reported

    in 1.2%, mainly because of the efforts to reach

    a diagnosis, which occurred in 70%. Mean size of

    targeted peripheral lung lesion (PLL) and lymph no-

    des was 2.1 1.4 (SD) cm and 1.8 0.9 (SD) cm,

    respectively. The mean follow-up period was 6

    5 (SD) months. Fifty-one percent of PLLs were in

    the upper lobes; EMB 1 ROSE success was

    96% for PLL (34 samples per patient with

    forceps and needle). Lymph nodes success

    was 94.3% (56 samples with needle biopsy).

    Overall diagnosis was made in 173 patients of

    the 248 (70%). The investigators used fluoros-

    copy to verify the location of the LG and biopsy

    forceps.

    Therapeutic uses of the EMB have also been

    described in the literature. In year 2006, Harms

    and colleagues23 applied EMB technology to ther-

    apeutic objectives and described the successful

    placement of a brachytherapy catheter after navi-

    gation to a peripheral, unresectable lung cancer. A

    second article showing the applicability of EMB in

    therapeutics was published by Kupelian andcolleagues.24 They placed metallic markers for

    radiation therapy for a small early-stage lung

    cancer using the EMB system transbronchially.

    They concluded that the markers placed using

    this less invasive method remained stable within

    the tumors throughout the treatment duration

    without any incidence of pneumothorax as

    compared with the 8 out of 15 in whom the trans-

    thoracic route was used and who developed the

    complication.

    Anantham and colleagues

    25

    reported theirexperience with placement of 39 fiducial markers

    in 9 patients. The success rate was 89% (8 of 9

    patients). The mean number of fiducial markers

    placed in each patient was 4.9 1 1.0 (range, 4

    to 6). No migration was encountered in 90% of

    the patients.

    Weiser and colleagues26 published their experi-

    ence in diagnosis and in placing fiducial markers in

    and around the lesions to enable stereotactic

    radiosurgery. They used ROSE and in case of

    a negative result, they continued surgically for

    additional biopsies. Krimsky and colleagues27

    used the EMB system to tattoo the subpleural

    area of the lung nodules after malignant diagnosis

    and to perform a therapeutic video-assisted

    thoracoscopic surgery.

    Electromagnetic navigation bronchoscopy

    using overlaid CT images is a safe procedure. It

    improves the diagnostic yield of the flexible bron-

    choscopy for peripheral lesions and also allows

    sampling of the mediastinal lymph nodes. Also,

    the system affords several other advantages: there

    is no additional radiation, and it has a shortlearning curve. It can also be used for fiducial

    marker placement for brachytherapy or stereo-

    tactic radiosurgery. It plays a complementary

    role to other modalities such as an ultrathin

    bronchoscopy or an EBUS.

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