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ENDOSCOPY: INFLAMMATORY OPENING BOWEL NEW DISEASE: EYES, A SERIES PRACTICAL #6 APPROACH, SERIES #73<br />

Andrew K. Roorda, M.D., Series Editor<br />

Biliary Stone Extraction<br />

Techniques: Old and New<br />

Farid Jalali<br />

Andrew K. Roorda<br />

Uma Sundaram<br />

Choledocholithiasis is defined as the presence of one or more gallstones in the common bile duct. Common<br />

bile duct (CBD) stones can be divided into primary stones, which are formed within the bile ducts, and<br />

secondary stones, which originate within the gallbladder and then migrate into the common bile duct. The<br />

incidence of choledocholithiasis ranges from 5-10% in patients undergoing laparoscopic cholecystectomy<br />

for symptomatic cholelithiasis[1-4] to 18-33% in patients with acute biliary pancreatitis.[5-8] An estimated<br />

21-34% of CBD stones spontaneously migrate[9, 10] and pose a risk of acute biliary pancreatitis or cholangitis<br />

if they obstruct the distal duct. Because of the life-threatening nature of biliary pancreatitis and cholangitis,<br />

removal of discovered common bile duct stones is generally recommended.[11] Endoscopic retrograde<br />

cholangiography (ERCP) with endoscopic sphincterotomy (ES) is currently the first-line management strategy<br />

for choledocholithiasis. Steady advancements in technology have led to creation of a myriad of devices and<br />

techniques to facilitate bile duct stone removal, ranging from the early surgical exploration of the common<br />

bile duct to newer methods of lithotripsy and novel endoscopic systems such as SpyGlass® (Boston Scientific<br />

Corporation, Natick, MA). The purpose of this publication is to provide an overview of the features, techniques,<br />

indications, clinical efficacy, safety, and potential complications of various methods of bile duct stone removal.<br />

Surgical Methods of Common<br />

Bile Duct Stone Removal<br />

Open Exploration of CBD<br />

Removal of common bile duct stones prior to<br />

the introduction of endoscopic retrograde<br />

cholangiography (ERCP) and endoscopic<br />

Farid Jalali, MS-IV, West Virginia University School<br />

of Medicine, Morgantown, WV. Andrew Roorda,<br />

M.D., Assistant Professor, Section of Digestive<br />

Diseases, Department of Medicine, West Virginia<br />

University School of Medicine, Morgantown,<br />

WV. Uma Sundaram, M.D., Chief, Section of<br />

Digestive Diseases; West Virginia Clinical and<br />

Translational Science Institute, West Virginia<br />

University School of Medicine, Morgantown, WV.<br />

sphincterotomy (ES), both discussed below, in the 1970s<br />

was primarily performed by surgical open exploration<br />

of the common bile duct.<br />

Although rarely performed today given the success<br />

of endoscopic and laparoscopic techniques of bile duct<br />

stone removal, there are still indications for performing<br />

an open common bile duct exploration. These<br />

indications include patients who are undergoing another<br />

open abdominal procedure or an open cholecystectomy<br />

because of difficulty undergoing or completing a<br />

laparoscopic cholecystectomy. Mortality rate for open<br />

elective and emergency exploration of CBD ranges<br />

from 4-20% in patients >80 years old.[12-14]<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

Laparoscopic Common Bile Duct Exploration<br />

In cases of cholecystocholedocholithiasis, the<br />

simultaneous treatment of stones in both the gallbladder<br />

and the common bile duct can be achieved at the time of<br />

laparoscopic surgery. Because over 80% of gallbladders<br />

are removed laparoscopically[14], laparoscopic<br />

exploration of the common bile duct is being performed<br />

with increasing frequency in a carefully selected patient<br />

population and in the hands of skillful laparoscopic<br />

surgeons.<br />

Two prospective, randomized European trials[15,<br />

16] have demonstrated a significantly shorter hospital stay<br />

in patients undergoing laparoscopic cholecystectomy<br />

and common bile duct exploration compared to patients<br />

who received laparoscopic cholecystectomy followed<br />

by post-operative ERCP. Duct clearance rates and<br />

morbidity rates were found to be similar in the two<br />

treatment groups. As mentioned in these two studies, the<br />

primary obstacle to the widespread use of laparoscopic<br />

exploration of the common bile duct at the time of<br />

laparoscopic cholecystectomy is the requirement for<br />

a surgeon to have a high level of expertise and skill.<br />

Laparoscopic common bile duct exploration<br />

(LCBDE) is generally considered to be safe and<br />

effective in skilled hands and has the advantage of<br />

being a single-stage procedure in management of bile<br />

duct stones compared to laparoscopic cholecystectomy<br />

followed by post-operative ERCP. In a meta-analysis<br />

published in 2006 that reviewed 13 randomized trials<br />

consisting of 1,351 patients, Martin et al. demonstrated<br />

that laparoscopic common bile duct stone clearance<br />

was as efficient as pre- and post-operative ERCP<br />

and with no significant difference in morbidity and<br />

mortality. The Authors noted that laparoscopic trials<br />

universally reported shorter hospital stays in surgical<br />

arms but insufficient data were available at the time<br />

of this meta-analysis for a cost analysis.[17] Given<br />

its similar efficacy and improved efficiency compared<br />

with ERCP, the American Society for Gastrointestinal<br />

Endoscopy in a 2011 publication has recommended<br />

LCBDE as an alternative to ERCP as a first-line strategy<br />

for CBD stone removal in the setting of symptomatic<br />

cholelithiasis in centers where surgical expertise is<br />

available.[18]<br />

Technique<br />

Two methods of bile duct stone removal have been<br />

used in the laparoscopic approach: transcystic and<br />

choledochotomy. A transcystic approach is easier to<br />

perform than a direct choledochotomy as it does not<br />

require suture repair.[19] The choledochotomy approach<br />

is performed when transcystic duct exploration is not<br />

appropriate or has failed to achieve stone extraction.[20]<br />

Whether common bile duct exploration occurs by<br />

the open or the laparoscopic method, the remainder of<br />

the procedure to achieve stone extraction is performed<br />

in a similar fashion. The first technique is to irrigate the<br />

common bile duct with normal saline while relaxing<br />

the sphincter of Oddi by administration of intravenous<br />

glucagon; success of this method is limited to very<br />

small stones 12 mm), multiple<br />

stones, barrel-shaped stones, or a tapering or tortuous<br />

distal common bile duct may require special treatment<br />

such as lithotripsy in addition to sphincterotomy to<br />

achieve bile duct clearance.[25] This section attempts to<br />

provide an overview of technique, safety, complications,<br />

and special circumstances encountered in the practice<br />

of ERCP with ES as it pertains to the managements of<br />

choledocholithiasis.<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

Timing of ERCP<br />

The degree of procedure urgency largely depends on the<br />

specific clinical scenario and the severity of undesirable<br />

outcomes in the patient. Truly urgent therapeutic ERCP<br />

is indicated in cases of severe acute cholangitis caused<br />

by obstructing biliary stones not responding to medical<br />

therapy; biliary drainage, rather than stone removal, is<br />

the primary goal of intervention in such severe cases<br />

of acute cholangitis. In less severe cases of acute<br />

cholangitis that exhibit clinical response to medical<br />

therapy, ERCP can be delayed generally for 72 hours.<br />

[26-28] The benefits of early (


Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

Immediate Post-Procedure Complications<br />

The incidence and type of complications after ES is<br />

primarily related to the clinical indication and context<br />

for the procedure as well as to the technical skill of the<br />

endoscopist.[21] Freeman et al. (1996) demonstrated<br />

that age or general medical condition of the patient<br />

were not associated with immediate complications.[21]<br />

Two separate large multicenter prospective studies<br />

have been performed to investigate complications of<br />

ES. In one report, complications were observed in<br />

6% of patients at seven academic medical centers, of<br />

which two-thirds were considered to be mild (requiring<br />

less than three days of hospital stay).[46] In a large<br />

multicenter prospective study by Freeman et al, the<br />

most frequent complications were pancreatitis (5.4%)<br />

followed by hemorrhage (2.0%), cholangitis (1.0%),<br />

acute cholecystitis (0.5%), retroperitoneal or bowel wall<br />

perforation (0.3%), and other complications (1.1%) such<br />

as cardiopulmonary complications, bile leak, intrahepatic<br />

bleeding, and ductal perforation. Independent risk<br />

factors for post-procedure complications included<br />

two patient-related factors (presence of cirrhosis, and<br />

suspected sphincter of Oddi dysfunction) and three<br />

technique-related factors (use of precut sphincterotomy,<br />

use of combined percutaneous-endoscopic procedure,<br />

and difficult bile duct cannulation). The overall risk<br />

of complications was not related to the patient’s age,<br />

the number of coexisting illnesses, or the diameter of<br />

the bile duct. Moreover, endoscopists who performed<br />

more than one sphincterotomy per week were found to<br />

have lower rates of all complications including severe<br />

complications. Rates of complications of ES in patients<br />

with bile duct stones or gallstone pancreatitis were<br />

similar (8.1% overall) regardless of whether ES was<br />

performed before, after, or without cholecystectomy.<br />

The overall complication rate was significantly lower<br />

in patients who underwent ES within thirty days before<br />

or after laparoscopic cholecystectomy.[21]<br />

A systematic review of 15 prospective clinical<br />

trials identified risk factors for development of post-<br />

ERCP pancreatitis. Significantly higher risk of acute<br />

pancreatitis was seen in patients with suspected<br />

sphincter of Oddi dysfunction (RR 4.09), female gender<br />

(RR 2.23), and with previous pancreatitis (RR 2.46).<br />

Two endoscopy-related factors were associated with<br />

significantly higher risk of acute pancreatitis: precut<br />

sphincterotomy (RR 2.71) and pancreatic injection (RR<br />

2.2).[41]<br />

Long-term Complications<br />

Long-term complications following ES include<br />

recurrent bile duct stones, papillary stenosis, cholangitis,<br />

cholecystitis, and liver abscess.[47] Long-term followup<br />

studies of ES in management of choledocholithiasis<br />

have documented a 4-24% incidence of recurrent biliary<br />

problems.[21, 47-53] Stone recurrence is attributed to<br />

several risk factors including a dilated bile duct[48, 50,<br />

54], the presence of periampullary diverticulum[48],<br />

a gallbladder left in situ[48, 55], presence of brown<br />

pigmented stones at the initial ES[54], use of a<br />

mechanical lithotripter during treatment[51, 55],<br />

and the occurrence of pneumobilia after ES[51, 55].<br />

Additionally, ampullary stenosis and bile duct strictures<br />

have been associated with later recurrence of bile duct<br />

stones.[56] Stone recurrence also occurs less frequently<br />

in patients with acalculous gallbladders than in patients<br />

with calculous gallbladders and in patients who have<br />

previously undergone cholecystectomy.[55] Routine<br />

follow-up is recommended to identify patients at high<br />

risk for stone recurrence. Repeat ERCP is considered<br />

an effective and safe strategy to manage recurrent<br />

CBD stones.[18, 57] Additionally, ES has been found<br />

to carry no further risk of malignancy formation (e.g.<br />

cholangiocarcinoma) in addition to the risk reported<br />

with the use of ERCP in benign disease.[58]<br />

Safety in High-Risk Patients<br />

Safety of ES has been studied in patients with recent<br />

acute myocardial infarction[59] as well as in patients<br />

with acute obstructive suppurative cholangitis (AOSC)<br />

and cirrhosis[60]. Although these patients are at a<br />

theoretically increased risk for complications during<br />

many invasive procedures, therapeutic ERCP with<br />

ES is not absolutely contraindicated after MI or in<br />

patients with cirrhosis. ERCP with ES for treatment<br />

of symptomatic choledocholithiasis has been safely<br />

performed in patients with recent myocardial infarction.<br />

[59] In a comparison of ES versus surgical treatment<br />

for choledocholithiasis in patients with liver cirrhosis<br />

or AOSC, Chijiiwa et al. (1995) demonstrated that ES<br />

has lower morbidity rates (24% versus 67%) in AOSC<br />

group and lower morbidity rate (22% versus 67%) in<br />

the group of patients with liver cirrhosis; however,<br />

comparisons between the two treatment approaches<br />

did not achieve statistical significance.[60]<br />

(continued on page 22)<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

(continued from page 20)<br />

Outpatient Procedure Safety<br />

Same-day discharge after outpatient ES is a common<br />

clinical practice with significant cost-savings. A review<br />

of a prospective multicenter database of complications<br />

by Freeman et al. (1999) concluded that same-day<br />

discharge is relatively safe after ES; the study further<br />

recommends observation for 6 hours or overnight<br />

for patients at higher risk of complications in order<br />

to reduce the need for readmission. Five independent<br />

risk factors predicted higher risk of complications:<br />

suspected sphincter of Oddi dysfunction, cirrhosis,<br />

difficult bile duct cannulation, precut sphincterotomy,<br />

or combined percutaneous-endoscopic procedure.[61]<br />

Prophylactic Cholecystectomy after ERCP<br />

In most patients with cholelithiasis who undergo ES<br />

for choledocholithiasis, prophylactic cholecystectomy<br />

is recommended after ductal clearance by ES.[18] A<br />

systematic review of multiple randomized controlled<br />

trials (662 participants) comparing the outcome of a<br />

wait-and-see approach to prophylactic cholecystectomy<br />

after ERCP reported that the wait-and-see approach<br />

carries higher rates of mortality (78% increased<br />

risk), recurrent biliary pain, jaundice or cholangitis,<br />

and a higher need for repeat ERCP or other forms of<br />

cholangiography. Thirty-five percent in the wait-andsee<br />

group eventually required cholecystectomy.[62]<br />

Endoscopic Papillary Balloon Dilation<br />

Role in Current Practice<br />

Endoscopic papillary balloon dilation (EPBD) (Figure<br />

2) of the virgin ampulla has been promoted as an<br />

alternative to ES for treatment of bile duct stones. The<br />

primary advantage of EPBD compared to ES lies in longterm<br />

preservation of sphincter of Oddi function, as it<br />

does not permanently ablate the sphincter choledochus.<br />

[63, 64] However, because of significantly higher risk<br />

of pancreatitis and death as reported in multicenter<br />

randomized controlled trials[65] and systematic<br />

reviews[66, 67], EPBD has been abandoned in the US<br />

and avoided in Britain.[11] It is, however, relatively<br />

commonly performed in Japan[68] in treatment of bile<br />

duct stones and may be considered to have a role in<br />

patients for whom ES is contraindicated such as those<br />

with coagulopathy, periampullary diverticulum[69],<br />

liver cirrhosis[70], or those with an altered anatomy<br />

as in Billroth II gastrectomy patients.[71]<br />

Although routine use of primary EPBD is not<br />

recommended, it has continued to garner attention<br />

and research as a potential alternative to ES. In a large<br />

randomized trial by Fujita, Yasuda, and colleagues<br />

(2003), the authors demonstrated comparable complete<br />

duct clearance rates for EPBD compared to ES, with<br />

overall complication rate of 14.5% in the EPBD group<br />

compared to 11.8% in the ES group. However, postprocedure<br />

pancreatitis rate was significantly higher<br />

in the EPBD group (10.9% versus 2.8%), whereas<br />

hemorrhage was exclusively limited to the ES group.<br />

No severe pancreatitis or death was seen in the EPBD<br />

group.[72] A more recent study by Yasuda et al. (2010)<br />

followed the patients in the initial study annually for<br />

a median of 6.7 years. This long-term follow-up study<br />

demonstrated significantly lower rate of recurrent bile<br />

duct stones in the EPBD group (17% versus 8%) and<br />

significantly lower overall morbidity in the EPBD<br />

group (25.0% versus 10.1%) compared to the ES group<br />

in management of common bile duct stones.[68] In<br />

an editorial article in the Journal of Gastrointestinal<br />

Endoscopy, while acknowledging the data presented<br />

by Yasuda et al., the author raises a serious question<br />

as to whether the initial “price” of EPBD is too high<br />

(serious pancreatitis, death) to justify the reduced longterm<br />

biliary complications of EPBD as reported in the<br />

Yasuda et al. study.[56]<br />

Stone Extraction: Dormia Baskets<br />

and Balloon Catheters<br />

Background<br />

Following an adequate sphincterotomy, most stones 20 mm in size may be<br />

difficult to remove with basket and balloon extraction<br />

methods and will require stone fragmentation prior to<br />

removal.<br />

Baskets and balloons are available in multiple<br />

shapes and sizes and have a variety of characteristics<br />

that may be preferentially suited to particular anatomic<br />

variations or stone characteristics.[74] The choice of<br />

baskets, balloons, or a combination of the two in a<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

Figure 1. Autotome in Papilla (Courtesy of Boston Scientific).<br />

single procedure to retrieve biliary stones depends on<br />

the clinical judgment of the endoscopist and may hinge<br />

upon factors such as the degree of common bile duct<br />

dilation and the number, shape, and configuration of<br />

stones present. Although no data exists on the efficacy<br />

of balloons versus baskets for uncomplicated CBD<br />

stones, balloons are typically the first-line device due to<br />

their ease of use, lack of risk of entrapment in the duct,<br />

and their utility in occlusion cholangiography.[18] The<br />

extraction of bile duct stones using wire baskets and<br />

balloon catheters can be repeated in the same ERCP<br />

session to remove multiple stones. Multiple stones are<br />

recommended to be removed one at a time, starting<br />

with the distal-most stone first. Complete duct clearance<br />

is recommended to be documented by performing an<br />

occlusion cholangiogram.[74]<br />

Wire Baskets<br />

A variety of baskets are available in different sizes<br />

and configurations that allow engagement of stones<br />

varying from 5-30 mm. However, stones >20 mm often<br />

cannot be extracted intact and require fragmentation<br />

prior to removal. A Dormia basket, shaped as a 4-wire<br />

hexagonal basket made of braided steel or nitinol wires,<br />

is the most commonly used type of basket. In basket<br />

extraction, the closed basket covered by its plastic<br />

sheath is inserted into the CBD through the therapeutic<br />

channel of the duodenoscope. Dilute contrast is then<br />

Figure 2. Papillary balloon dilation (Courtesy of<br />

George Triadafilopoulos, M.D.).<br />

injected through the basket to facilitate localization<br />

of the stone. Once inside the bile duct, the basket is<br />

gently opened above the stone and pulled back with<br />

caution while jiggled to engage the stone. Care must be<br />

taken to avoid opening of the basket below the stone,<br />

which may cause dislodgement of the stone further<br />

proximally into the intrahepatic biliary tracts. Once<br />

the stone is trapped, the basket is gently closed and<br />

withdrawn to the pre-ampullary level without closing<br />

the basket tightly. Tight closure of the basket at this time<br />

carries the risk of imbedding the basket wires within<br />

the stone surface, possibly causing impaction of the<br />

basket itself within the biliary ducts. Once the stone is<br />

pulled to the pre-ampullary level, traction on the basket<br />

catheter allows easy removal of small to medium-sized<br />

stones from the CBD. Potential complications of basket<br />

extraction include impaction of the basket and stone<br />

within the bile duct or at the level of the papilla due to<br />

a large stone size and/or inadequate sphincterotomy.<br />

Mechanical lithotripsy may be attempted in such cases<br />

to fragment the impacted stone and free the basketstone<br />

apparatus.[74]<br />

When compared to balloon catheters, wire baskets<br />

provide more effective traction and are therefore more<br />

helpful in removal of medium to large-sized stones.<br />

However, smaller stones or stone fragments may not<br />

be easily engaged by the wires. Baskets designed with<br />

smaller mesh size such as the Olympus flower basket<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

are available that allow easier entrapment of smaller<br />

stones.[74]<br />

Balloon Catheters<br />

In this method, a balloon is deflated and inserted via<br />

a catheter into the CBD through the sphincterotomy<br />

site. The deflated balloon catheter is then advanced<br />

proximally in the common bile duct to assume a location<br />

“above” the targeted stones. After gently inflating the<br />

balloon to the size of the bile duct, the balloon catheter<br />

is pulled back through the duodenoscope. Once the<br />

stone is pulled to the level of ampulla, traction on the<br />

balloon catheter while exerting downward deflection on<br />

the duodenoscope tip allows extraction of the stone.[74]<br />

When compared to wire baskets, balloon catheters<br />

are better suited for removal of small to medium-sized<br />

stones and particularly helpful in removal of intrahepatic<br />

stones as the narrow caliber of intrahepatic ducts limit<br />

the opening of the wires in the wire basket method.[74]<br />

Technique Details: To Overcome Resistance<br />

In many instances, simple pulling of the basket or balloon<br />

catheter is sufficient to extract the stone. However,<br />

in some instances, high resistance is encountered<br />

as the stone reaches the ampulla particularly if the<br />

sphincterotomy size is smaller than the stone’s diameter.<br />

The endoscopist can gain a larger mechanical force<br />

by gently pushing the duodenoscope further in the<br />

stomach (the “long position”) while creating a right<br />

rotational movement by turning the small wheel of the<br />

duodenoscope to the right, thereby straightening the bile<br />

duct axis of the duodenoscope. Exertion of a traction<br />

force along a straight axis in the CBD facilitates the<br />

removal of stones while reducing the risk of injury to the<br />

papilla or periampullary area. However, straightening<br />

of the duodenoscope using the aforementioned method<br />

is not without disadvantages. This maneuver may be<br />

uncomfortable for the patient and every attempt should<br />

be made to shorten the duodenoscope when possible.<br />

Moreover, care must be taken during straightening of<br />

the duodenoscope to avoid perforation of the opposite<br />

duodenal wall by the duodenoscope as bending of the<br />

duodenoscope may push against the opposite duodenal<br />

wall.[74, 75] Use of nitroglycerin[76] or an infusion<br />

of isosorbide[77] to relax the sphincter of Oddi during<br />

this process has been studied. The benefit of giving<br />

these medications is unclear due to a small study size.<br />

Mechanical Lithotripsy<br />

Background<br />

It is estimated that over 80% of all common bile<br />

duct stones can be removed effectively with ES and<br />

conventional stone extraction methods such as wire<br />

baskets and balloon catheters.[24, 78] Large stones >20<br />

mm in size may be difficult to remove with basket and<br />

balloon extraction methods alone and typically require<br />

stone fragmentation prior to removal.[74] Various<br />

techniques have been developed that focus on reduction<br />

of stone size to allow for easier extraction. Among<br />

these methods, mechanical lithotripsy has become the<br />

initial procedure of choice with a ductal clearance rate<br />

of 80-90%.[79-83] In cases of unsuccessful mechanical<br />

lithotripsy or when predictive factors determine that<br />

mechanical lithotripsy is unlikely to succeed, additional<br />

methods of lithotripsy are available that fall into two<br />

general categories: a) intraductal methods, which<br />

include intracorporeal electrohydraulic lithotripsy<br />

(EHL) and intracorporeal laser lithotripsy (ILL), and<br />

b) extraductal methods, which include extracorporeal<br />

shock-wave lithotripsy (ESWL). The following sections<br />

provide an overview of various lithotripsy methods.<br />

Technique<br />

Mechanical lithotripsy is accomplished by capturing a<br />

stone within a wire basket and crushing it by forceful<br />

traction of the basket wires and stone against a metal<br />

sheath that is advanced over the basket catheter.[74]<br />

Several mechanical lithotripters are available including<br />

out-of-the-scope lithotripters and through-the-scope<br />

lithotripters.<br />

The out-of-the-scope lithotripters require cutting of<br />

the basket handle and removal of the endoscope prior<br />

to mechanical lithotripsy. This method is often used<br />

on an emergency basis when encountering unexpected<br />

impaction of the stone-basket apparatus. After cutting<br />

the basket handle to allow removal of the endoscope, the<br />

metal sheath of the mechanical lithotripter is inserted<br />

over the basket catheter and advanced all the way up<br />

to the stone under fluoroscopic guidance. The cut ends<br />

of the basket wires are then inserted into the shaft of<br />

the crank handle, which is in turn connected to the<br />

metal sheath by a Luer lock. Slow cranking of the<br />

handle of the lithotripter closes and draws the basket<br />

into the metal sheath, crushing the stone against the<br />

tip of the metal sheath in the process. Because this<br />

method is often used on an emergent basis with standard<br />

(continued on page 30)<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

(continued from page 24)<br />

baskets not designed for lithotripsy, this process must<br />

be done slowly to allow time for the basket wires to cut<br />

through the stone. Once the stone is fragmented, the<br />

apparatus is removed and conventional methods such as<br />

basket or balloon extraction can be used to remove the<br />

smaller fragments. Commonly used out-of-the-scope<br />

mechanical lithotripters are the Soehendra lithotripters<br />

(Cook Endoscopy, Winston-Salem, NC).[74]<br />

By comparison, the through-the-scope (TTS)<br />

lithotripters share operative principles as described<br />

above, but are designed to be used without the need<br />

for scope removal. TTS lithotripters are used in a<br />

more elective setting to remove large, difficult stones<br />

or stones located above a stricture. Commonly used<br />

TTS mechanical lithotripters are the Olympus BML<br />

systems (Olympus Corporation, Tokyo, Japan) and<br />

the Trapezoid basket (Microvasive, Boston Scientific<br />

Corporation, Natick, MA). Some models allow contrast<br />

injection to better visualize the stone. Both reusable<br />

and disposable TTS systems are available. When using<br />

reusable TTS systems, it is recommended to remove<br />

and inspect the basket after crushing a stone. The goal<br />

is to examine the wires as they are often deformed due<br />

to stone breakage, necessitating reshaping either by<br />

hand or with a pair of hemostats to ensure subsequent<br />

success for repeat lithotripsy.[74]<br />

Clinical Efficacy<br />

Since its description by Demling et al. in 1982[84],<br />

mechanical lithotripsy (ML) has been accepted as a<br />

reliable method of crushing difficult CBD stones. This<br />

method carries a ductal clearance rate of approximately<br />

Figure 3. Trapezoid wire-guided retrieval basket (Courtesy of<br />

Boston Scientific).<br />

80-90%, although 20-30% of patients require more<br />

than one treatment session.[79-83] Binmoeller et al.<br />

(1993) subjected 108 patients with difficult bile duct<br />

stones, who had failed extraction by ES and Dormia<br />

baskets, to lithotripsy. Thirty-three patients with stones<br />

that could not be extracted after entrapment in the<br />

Dormia basket underwent ML. Stone fragmentation<br />

and bile duct clearance was achieved in 100% of these<br />

patients.[24] Cipolletta et al. (1997) achieved complete<br />

duct clearance using ML in 84% of patients (136 of<br />

162) who had failed extraction of common bile duct<br />

stones by standard techniques. Of these, 119 patients<br />

were cleared successfully during the initial attempt,<br />

whereas 17 patients required multiple sessions. Failure<br />

of ML was mostly due to inability to capture the stone<br />

within the basket. No deaths were observed after ML.<br />

Procedure-related morbidity occurred when there was<br />

inadequate biliary drainage and consisted of three cases<br />

of cholangitis (1.8%, all successfully managed with<br />

surgery) and two cases of clinical pancreatitis (1.2%,<br />

all subsided with conservative therapy).[82]<br />

Complications<br />

Thomas et al. (2007) performed a comprehensive,<br />

retrospective review of 712 cases (643 biliary and 69<br />

pancreatic) requiring ML of large or resistant CBD<br />

stones and/or pancreatic duct stones using a 46-point<br />

data questionnaire in 7 tertiary referral centers. Trapped<br />

and/or broken baskets was documented as the most<br />

frequent complication of biliary and pancreatic ML.<br />

Extension of ES and electrohydraulic lithotripsy were<br />

the most frequently utilized treatment options.[85]<br />

Predictive Factors of Success and Failure<br />

Several studies have reported on predictive factors<br />

for failure of ML. Garg et al. concluded that the only<br />

predictive factor for failure was stone impaction. Stone<br />

size was not significant as a predictor for success or<br />

failure in the study.[86] Cipolletta et al. concluded<br />

(162 patients, retrospective) that stone size was the<br />

only outcome predictor, with high risk for lithotripsy<br />

failure in those with stones >28 mm in diameter.[82]<br />

Lee et al. concluded (retrospective, 134 patients) that<br />

stone impaction, stone size > 30 mm, and a stone size<br />

to bile duct diameter ratio >1.0 are predictors of failure<br />

of ML.[87]<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

Large Balloon Dilation Compared<br />

to Mechanical Lithotripsy<br />

In recent studies, use of large balloon dilation (LBD)<br />

following ES has been proposed as an alternative to<br />

mechanical lithotripsy following ES in removal of large<br />

bile duct stones. Ersoz et al. first reported an 89 to 95<br />

percent stone clearance rate and 15.5% complication<br />

rate in 58 patients who underwent ES-LBD after failing<br />

endoscopic sphincterotomy and standard basket/balloon<br />

extraction.[88]<br />

In a head-to-head comparison between ES-LBD<br />

and ES followed by ML, Stefanidis et al. demonstrated<br />

in a prospective, randomized, controlled trial that ES<br />

followed by LBD is equally effective as ES followed<br />

by ML for the removal of large (> 12 mm) bile duct<br />

stones and is associated with fewer complications;<br />

post-procedure complications were significantly less<br />

in patients subjected to ES-LBD at 4.4% compared<br />

with 20% in ES-ML; cholangitis developed in none of<br />

the patients subjected to ES-LBD compared to 13.3%<br />

in ES-ML (p=0.026), while rates of pancreatitis and<br />

post-ERCP hemorrhage were similar between the two<br />

groups. Among the limitations of ES-LBD mentioned<br />

in this study is that dilation balloons greater than 20<br />

mm are not available at this time and, therefore, as the<br />

author acknowledges, ES-ML remains the procedure of<br />

choice in patients with stones larger than 20 mm.[25]<br />

Extracorporeal Shock Wave Lithotripsy<br />

Role in Current Practice<br />

Extracorporeal shock-wave lithotripsy (ESWL) is used<br />

to generate shock waves outside the body to fragment<br />

bile duct stones. Although recent advancements in<br />

ESWL technology have removed the requirement for<br />

general anesthesia or placing the patient in a water bath,<br />

ESWL continues to have many limitations hindering<br />

its widespread use. It is technically challenging and<br />

cost-intensive, several treatment sessions are often<br />

required, and even then, complete ductal clearance<br />

is not as successful as in other methods of lithotripsy.<br />

[89] In the following sections and throughout this<br />

publication, several studies are cited which provide<br />

comparison data between ESWL and other methods<br />

of lithotripsy. A dedicated discussion of ESWL is not<br />

undertaken in this publication as newer and more<br />

effective methods of lithotripsy have diminished the<br />

significance of ESWL in treatment of the majority of<br />

cases of choledocholithiasis.<br />

Laser Lithotripsy<br />

Background<br />

Since its description by Ell et al. in 1988[90],<br />

intracorporeal laser lithotripsy (ILL) has been used<br />

as an alternative to fragment difficult bile duct stones.<br />

The fiber carrying the laser beam can be introduced by<br />

the standard peroral retrograde endoscopic route or, if<br />

necessary as in patients with Billroth II gastrectomy,<br />

the more time-consuming and invasive percutaneous<br />

transhepatic route.[91, 92] The underlying principle<br />

of intracorporeal laser lithotripsy is the generation of<br />

high-energy shock waves capable of fragmenting bile<br />

duct stones. The original devices used continuouswave<br />

lasers and were inefficient at fragmentation of<br />

stones while unsafe due to a high risk of thermal injury<br />

in the surrounding biliary epithelium.[93] The newer<br />

generations of laser lithotripters, in contrast, use a<br />

pulsed mechanism to deliver small amounts of energy<br />

during extremely short pulse durations (microseconds to<br />

nanoseconds). Using the pulsed method, power density<br />

of the laser waves can reach extremely high levels while<br />

only lasting a fraction of a second, thereby reducing the<br />

risk of injury to the surrounding tissue.[94]<br />

Figure 4. Extraction balloon (Permission for use granted by<br />

Cook Medical Incorporated, Bloomington, Indiana).<br />

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ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

Limitations<br />

In clinical practice, aligning the laser-induced shock<br />

waves precisely onto the stone surface remains a<br />

challenge under direct cholangioscopic and fluoroscopic<br />

visualization, and therefore, thermal injury to the<br />

surrounding biliary epithelium is a potential risk during<br />

the procedure, particularly with increasing exposure<br />

time and pulse energies. This risk has been reduced by<br />

the advent of stone tissue detection systems (STDS)<br />

that provide laser systems with a mechanism to avoid<br />

accidental shock wave delivery to the biliary epithelium<br />

during laser lithotripsy.[95-97] The optical STDS uses<br />

fluorescent reflection from the surface of the target<br />

tissue to differentiate the stone from the surrounding<br />

tissue and automatically cuts off the laser pulse if tissue<br />

other than the stone is detected. Advocates of ILL for<br />

treatment of difficult bile duct stones cite its exclusive<br />

ability to be coupled to stone tissue detection systems<br />

as an advantage over other methods of lithotripsy.<br />

Improvements in the STDS systems, however<br />

significant, have not led to widespread use of ILL in<br />

the United States. The originally described methods<br />

are essentially performed blindly under fluoroscopic<br />

guidance only, without visual confirmation of the<br />

precise placement of laser beam perpendicular to the<br />

stone surface. Newer devices permit adjustment of<br />

the laser fiber by providing an acoustic signal, albeit<br />

not reliably, which changes as the fiber becomes in<br />

contact with the stone or surrounding tissue.[97] Use of<br />

mother-baby endoscopy ideally permits visual control<br />

during laser lithotripsy, but often necessitates presence<br />

of two dedicated and experienced endoscopists.[92,<br />

98] Additionally, the enormous cost of ownership and<br />

the high learning curve have led to a slower adoption<br />

of this technique in the arsenal of endoscopists for<br />

management of difficult bile duct stones. Nevertheless,<br />

many European groups use ILL routinely in a safe and<br />

efficient manner, as described in the next section.<br />

Clinical Efficacy<br />

In a comparison between ILL and ESWL, Neuhaus et al.<br />

(1998) demonstrated in a prospective, randomized trial<br />

that ILL with STDS is more effective in the treatment<br />

of difficult bile duct stones compared to ESWL in terms<br />

of stone clearance rate and treatment duration; an equal<br />

number of complications were seen in both treatment<br />

groups.[89]<br />

Additionally, data from three European groups<br />

who routinely use ILL in treatment of difficult bile<br />

duct stones have demonstrated a bile duct clearance<br />

rate in excess of 80%. Ell et al. demonstrated 100%<br />

stone fragmentation with 89% of the treatment group<br />

remaining completely stone-free after completion of<br />

the treatment.[95] Neuhaus et al. showed 97% bile duct<br />

clearance rate using laser lithotripsy in patients who<br />

had failed conventional endoscopic methods of stone<br />

removal; no laser-related complications were observed.<br />

[97] Jakobs et al. reported 80% stone-free rate after<br />

sole laser therapy; when laser lithotripsy was combined<br />

with other methods, the overall success rate was 27/30<br />

(90%); therapy-related mortality was 0%.[99]<br />

Most patients in whom stone clearance is achieved<br />

by ILL remain free of stones during long-term followup.<br />

In a study on 80 patients who underwent successful<br />

ILL for difficult bile duct stones, Jakobs et al. reported<br />

that only 15 percent of patients had a symptomatic<br />

stone recurrence after successful bile duct clearance<br />

following ILL. Interestingly, the presence of a bile<br />

duct stenosis and a body-mass index below 25 were<br />

significantly associated with an increased risk for stone<br />

recurrence, whereas a gallbladder in situ, the presence<br />

of gallbladder stones, dilation of the bile duct, or a<br />

peripapillary diverticulum was not associated with stone<br />

recurrence.[100]<br />

In a recent study by Jakobs et al. (2007), the authors<br />

called into question whether cholangioscopic guidance<br />

is necessary in all cases of endoscopic ILL with STDS<br />

for complicated bile duct stones. Between 1992 and<br />

2002, 89 patients with difficult bile duct stones were<br />

treated with ERCP and ILL (35% had failed ESWL,<br />

26% had failed EHL). ILL was effective in 79% of 72<br />

patients guided by cholangioscopy and in 82% of 17<br />

cases steered by fluoroscopy. The median number of<br />

impulses in the latter was 4,335 whereas there were<br />

1,800 with the former technique. Two parameters<br />

influenced the manner of laser guidance. In cases of<br />

stones situated above a stricture, cholangioscopic<br />

control was more effective (64.7% vs. 31.9%). When<br />

the stones were in the distal bile duct, fluoroscopic<br />

control was more successful. The authors concluded<br />

that in cases of difficult stones in the distal bile duct,<br />

ILL under sole fluoroscopic control is very effective and<br />

easily performed, whereas cholangioscopic guidance<br />

should be recommended only in cases of intrahepatic<br />

stones or in patients with stones situated proximal to a<br />

bile duct stenosis.[101]<br />

(continued on page 34)<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

(continued from page 32)<br />

Electrohydraulic Lithotripsy<br />

Background<br />

Intracorporeal electrohydraulic lithotripsy (EHL) is a<br />

method of stone fragmentation that works by delivering<br />

shock waves created by high voltage electric sparks<br />

between two isolated electrodes at the tip of a fiber.<br />

The electric sparks are delivered in short pulses with<br />

a high peak pressure, leading to immediate expansion<br />

of the surrounding liquid and induction of spherical<br />

shock waves. Oscillating shock waves are magnified<br />

when transmitted through a fluid medium such as saline,<br />

creating sufficient pressure to fragment the stone. Since<br />

shock waves carry a risk of injury to surrounding biliary<br />

epithelium, application of EHL is best achieved under<br />

direct choledochoscopic and fluoroscopic visualization.<br />

[74]<br />

Current Use<br />

EHL is used by most endoscopists via the peroral route<br />

to fragment large bile duct stones. Additionally, it is<br />

used to fragment stones in cases of basket impaction<br />

in the bile duct. EHL can also be performed via the<br />

percutaneous route in stones located above a bile<br />

duct stricture, intrahepatic stones[102], and in postpancreaticoduodenectomy<br />

patients who cannot<br />

undergo the peroral approach. EHL has also been<br />

used laparoscopically and intraoperatively.[19, 20] In<br />

addition to EHL of bile duct stones, EHL of stones<br />

in the gallbladder has been reported using peroral<br />

cholecystoscopy.[103]<br />

Technique<br />

In recent years, an EHL probe is commonly used in<br />

the mini-endoscope system such as the single-operator<br />

SpyGlass® system (Boston Scientific Corporation,<br />

Natick, MA) which will be covered in the next section.<br />

Because the peri-fiber space is often almost nonexistent<br />

when using large EHL fibers in these mini-endoscope<br />

systems, great care must be taken to avoid bending<br />

or breaking the EHL fibers when advancing the fiber<br />

through the working channel of a choledochoscope.<br />

Lubrication of the channel in the mini-endoscope before<br />

insertion of the EHL probe, straightening of the miniendoscope<br />

by pushing the endoscope forward to assume<br />

a “long” position before advancing the EHL fiber, as<br />

well as advancing the EHL fiber while simultaneously<br />

pushing water through the mini-endoscope channel, are<br />

Figure 5. SpyGlass System EHL Probe with Biliary Stone<br />

(Courtesy of Boston Scientific).<br />

some of the methods used to avoid damage to the miniendoscope<br />

channel and the EHL fiber.[104]<br />

Once the EHL probe is outside the mini-endoscope<br />

in the desired area of the biliary duct and visualized<br />

endoscopically and fluoroscopically, an attempt is<br />

made to center the tip of the EHL probe against the<br />

stone and advance it as close to the stone as possible<br />

without touching the stone and while avoiding any<br />

contact with the wall. Firing of the probe tangentially<br />

against the center of the stone may allow for better<br />

accommodation of the EHL probe in the center of the<br />

stone. Touching of the stone with the tip of the EHL<br />

probe can be done if necessary but is not advised as this<br />

may reduce the life span of the EHL probe. Once the<br />

probe is positioned appropriately, EHL is delivered in<br />

a fluid medium created by continuous saline irrigation<br />

according to a preset power wattage (usually in the<br />

range of 70 to 100 watts) via 1 to 2-second pulses or<br />

continuous pulsations. Once the EHL is delivered and<br />

the stone is fragmented, a cholangiogram is obtained to<br />

document evidence of stone fragmentation. The miniendoscope<br />

is subsequently withdrawn and the stone<br />

fragments are removed using standard endoscopic<br />

methods.[104]<br />

Clinical Efficacy and Safety<br />

Binmoeller et al. (1993) demonstrated excellent success<br />

in stone fragmentation and bile duct clearance using<br />

peroral cholangioscopic EHL in patients with stones<br />

that could not be engaged in Dormia baskets. Among 65<br />

patients receiving EHL, 64 patients had successful bile<br />

duct clearance and only one patient failed the treatment<br />

due to inability to insert the cholangioscope into the<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

bile duct.[24]<br />

Adamek et al. (1996) performed a comparison<br />

of EHL versus ESWL in a total of 125 patients with<br />

common bile duct stones in whom conventional<br />

endoscopic treatment had failed. EHL was 74%<br />

successful (34 of 46 patients) in bile duct clearance,<br />

compared to ESWL success rate of 78.5% (62 of 79<br />

patients). Combined treatment including ESWL, EHL,<br />

and ILL achieved bile duct clearance in 94% of patient.<br />

[105]<br />

Arya et al. (2004) in a retrospective review<br />

of 111 patients who underwent EHL under direct<br />

cholangioscopic control using a “mother-baby”<br />

system demonstrated a stone fragmentation rate of<br />

96% and a final stone clearance rate of 90%; prior to<br />

EHL, 99% of patients had undergone ERCP and had<br />

failed standard stone extraction techniques. Seventysix<br />

percent of patients required only one EHL session,<br />

while 14% required 2 sessions and 10% required 3<br />

or more sessions. All patients with successful stone<br />

fragmentation required post-EHL balloon or basket<br />

extraction of fragments.[106]<br />

Moon et al. (2004) assessed safety and efficacy<br />

of EHL without direct cholangioscopic visualization<br />

by using a balloon catheter in 19 patients with<br />

extrahepatic bile duct stones that could not be extracted<br />

using standard endoscopic methods (e.g., mechanical<br />

lithotripsy). An EHL probe with a 3.0F radio-opaque<br />

tip was inserted through a balloon catheter. EHL was<br />

performed under fluoroscopy until the fragmented<br />

stone could be captured in a large basket for ML. Stone<br />

fragmentation was 89% successful (17 of 19 patients),<br />

and bile duct clearance was 84% (16 of 19 patients).<br />

A mean of 1.8 endoscopic sessions was required for<br />

complete removal. Additional ML was performed in<br />

56% of the 16 patients. There was no 30-day mortality,<br />

while minor complications were noted in 4 patients.<br />

[107]<br />

Chen and Pleskow (2007) succeeded in bile duct<br />

clearance in 5 of 5 patients who underwent EHL under<br />

a Spyglass single-operator peroral cholangioscopy. In<br />

this method, EHL was successful in achieving bile duct<br />

clearance in three patients who had large stones and one<br />

patient who had an impacted stone, all of which had<br />

failed prior ERCP and standard methods; the last patient<br />

had an intrahepatic bile duct stone that was missed at<br />

prior ERCP.[108]<br />

Moon et al. (2009) evaluated the efficacy and safety<br />

of treatment of difficult bile duct stones using EHL or<br />

ILL under an ultra-slim endoscope designed to be used<br />

as a single-operator, peroral cholangioscopy (POCS)<br />

system (GIF-XP260N and GIF-N260 from Olympus,<br />

Tokyo, Japan). The following inclusion criteria were<br />

applied: failed stone removal using conventional<br />

methods (including ML), signs and symptoms of biliary<br />

obstruction, dilated common bile duct (>10 mm), and<br />

previous complete endoscopic sphincterotomy. The<br />

overall success rate of bile duct clearance by lithotripsy<br />

under direct POCS by a single endoscopist was 88.9%<br />

(16 of 18). Stone fragmentation under direct POCS<br />

was successfully performed in nine patients using EHL<br />

and in seven patients using LL. The average number<br />

of treatment sessions required to complete stone<br />

removal was 1.6. ML was performed to complete stone<br />

removal in 5 of 18 (27.8%) patients. Procedure-related<br />

complications were not observed.[109]<br />

SpyGlass® Direct Visualization System<br />

Background<br />

Since its introduction in mid-1970s, peroral<br />

cholangioscopy (POCS) has proved to be an integral<br />

part of the evaluation and therapy of patients with<br />

biliary diseases by allowing a direct intraluminal view<br />

of the biliary duct system. Early models of “babymother”<br />

endoscopes did not achieve widespread use<br />

due to costliness, fragility, limited maneuverability, low<br />

optical resolution, and the requirement of two trained<br />

endoscopists to operate. Newer mini-endoscopes offer<br />

improved durability, steering ability, smaller size, and<br />

better optics. In 2007, Boston Scientific introduced the<br />

SpyGlass® Direct Visualization System with a goal of<br />

overcoming the limitations of prior choledochoscopes<br />

and simplifying POCS.<br />

As a “single-use, single-operator” device, the<br />

SpyScope® catheter consists of four lumens; a) an<br />

optic channel through which a SpyGlass® fiber optic<br />

probe can pass, b) two separate irrigation channels,<br />

and c) a 1.2 mm accessory channel through which the<br />

SpyBite® forceps can pass. The SpyScope® catheter<br />

is 10 Fr in diameter and features four-way steering<br />

capabilities. The SpyGlass® fiber optic probe is a fragile<br />

“multiple-use” device that can transmit both light and<br />

intra-ductal images and measures 231 cm long and 0.77<br />

mm in outer diameter. Finally, the SpyBite® forceps are<br />

“single-use” and have a central spike that minimizes<br />

the loss of small biopsies. Additionally, the SpyGlass®<br />

system is compatible with EHL and laser lithotripsy<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

for stone fragmentation, allowing direct intra-luminal<br />

visualization of these two methods during shock-wave<br />

delivery and fragmentation of bile duct stones.<br />

Technique<br />

Although no guidelines have been established,<br />

utilization of general anesthesia is recommended when<br />

performing ERCP and SpyGlass® as the procedure may<br />

last in excess of an hour. Routine pre-operative history<br />

and physical, operative risk assessment, laboratory<br />

evaluation, and informed consent must be obtained prior<br />

to initiation of the procedure. Use of antibiotics with<br />

SpyGlass in the form of ciprofloxacin or ampicillin/<br />

sulbactam is advocated. No significant body of data<br />

exists on additional risks from usage of the SpyGlass®<br />

procedure; ERCP with ES risks are mentioned in<br />

the previous sections. Thus, post-procedure care in<br />

SpyGlass® procedures is similar to post-ERCP care.<br />

In the standard recommended setup, the SpyScope®<br />

access and delivery catheter is positioned just below<br />

the operating channel of the duodenoscope, which<br />

allows the endoscopist to control both the tip deflection<br />

wheels of the duodenoscope as well as the knobs of the<br />

SpyScope® catheter, using a single hand. Stabilization<br />

of both systems is performed with the physician’s other<br />

hand. The SpyGlass® system is then introduced into<br />

the therapeutic channel of the duodenoscope. The bile<br />

duct is cannulated, after a sphincterotomy if needed,<br />

and the SpyGlass® direct visualization probe is guided<br />

into the biliary tree using the SpyScope® catheter.<br />

The SpyScope® catheter and SpyGlass® probe can<br />

be maneuvered to the area of interest within the duct,<br />

allowing direct visualization of biliary tract stones while<br />

delivering shock-waves using EHL (Figure 5) or laser<br />

lithotripsy.<br />

Clinical Efficacy and Safety<br />

Although the SpyGlass® system has been used with<br />

good success rates in diagnostic and therapeutic<br />

procedures for bile duct strictures, biliary tract biopsy,<br />

stent placement, and management of cystic lesions,<br />

the following section focuses on reporting data from<br />

clinical trials as it pertains to solely bile duct stone<br />

management using the SpyGlass® system.<br />

In a preclinical characterization of the SpyGlass®<br />

system, Chen (2007) used a bench simulator to directly<br />

compare SpyGlass® to a control fiber-optic transendoscopic<br />

choledochoscope with two-way deflection.<br />

The SpyGlass® system demonstrated statistically<br />

significant higher success rates for accessing all<br />

quadrants within the simulated bile duct, both with<br />

(RR 2.00, 95% CI 1.56-2.78) and without (RR 1.71,<br />

95% CI 1.39-2.29) biopsy forceps as well as higher<br />

success rates for accessing biopsy targets (RR 2.09,<br />

95% CI 1.60-2.91) and performing simulated biopsies<br />

(RR 2.94, 95% CI 2.05-4.52).[110]<br />

Chen and Pleskow (2007), in a prospective<br />

observational clinical feasibility study, evaluated the<br />

clinical utility and safety of the SpyGlass® system for<br />

diagnostic and therapeutic procedures in 35 patients.<br />

SpyGlass®-directed EHL succeeded in 5 of 5 patients<br />

(100%). Of these, three had large stones which had<br />

failed to be removed by prior ERCP and standard<br />

methods; one patient had an impacted stone, which<br />

had failed extraction by ERCP and standard methods;<br />

the last patient had an intrahepatic bile duct stone that<br />

was missed at prior ERCP. Overall, procedure-related<br />

complications occurred in 2 patients (6%) and resolved<br />

uneventfully.[108]<br />

Stevens et al. (2007) reported on the use of the<br />

SpyGlass® system with EHL in 15 patients with stones<br />

that had at least one, and on average three, failed stone<br />

removal attempts in prior ERCPs. The mean size of<br />

the largest stone per case was 15 mm ± 10 mm. Stone<br />

locations were CBD (53% or 8 of 15), cystic duct (13%<br />

or 2 of 15), CHD (20% or 3 of 15), and IHD (13% or<br />

2 of 15). There were no technical failures to deliver<br />

the fiber and no failures to deliver effective shocks<br />

using this single operator system. Stone clearance was<br />

achieved in 85% of cases (11 of 13). 61% (8 of 13) of<br />

cases cleared with one EHL treatment, whereas 23% (3<br />

of 13) of cases cleared with two EHL treatments. One<br />

case was pending a second EHL treatment and one case<br />

was a failure because an excessive sludge could not be<br />

cleared for the EHL procedure. The mean number of<br />

EHL probes needed to complete the stone extraction was<br />

one (range 1-2). No complications were reported. The<br />

authors concluded that the SpyGlass® cholangioscopy<br />

technology provides a safe and effective method for<br />

biliary EHL.[111]<br />

Loren et al. (2008) demonstrated 100% complete<br />

duct clearance using SpyGlass®-guided EHL or laser<br />

lithotripsy in 9 patients with biliary or pancreatic stones<br />

(8 biliary, 1 pancreatic). Complete duct clearance in<br />

a single session was achieved in all but one case, in<br />

which a heavy stone burden necessitated additional<br />

sessions. In regards to safety, the authors concluded that<br />

(continued on page 38)<br />

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ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

(continued from page 36)<br />

the nature and frequency of complications were within<br />

the spectrum of those reported with other interventional<br />

pancreaticobiliary procedures.[112]<br />

Fishman et al. (2009), in a multicenter retrospective<br />

analysis, evaluated the performance, feasibility, and<br />

safety of the SpyGlass® system in the management of<br />

pancreaticobiliary diseases. The SpyGlass® system was<br />

used in 41 patients for biliary stone disease (perorally<br />

in 35 patients, and percutaneously in six patients).<br />

The SpyGlass® system provided successful therapy<br />

in 87% of the patients with stone disease. EHL was<br />

used in 38 patients and holmium laser lithotripsy in<br />

three patients. Lithotripsy was successful in 90.2%<br />

of patients (37 of 41). In five patients, the EHL probe<br />

could not be advanced through the SpyScope at the<br />

exit of the duodenoscope. In seven patients, the EHL<br />

probe could not be accommodated to fully target the<br />

stone; however, it produced enough fragmentation to<br />

remove the stone. In 87.1% of cases, therapy for stones<br />

was completed by lithotripsy in one session either by<br />

EHL or holmium laser lithotripsy, with the remaining<br />

patients achieving successful ductal clearance in two<br />

sessions.[113]<br />

Draganov et al. (2011), in a prospective cohort<br />

study, evaluated the feasibility, clinical efficacy, and<br />

safety of the SpyGlass® system. In patients with biliary<br />

stones, complete stone clearance was achieved in<br />

92.3% of patients (24 of 26). The mean total procedure<br />

time (standard ERCP plus SpyGlass®) was 64.3<br />

minutes. Four adverse events (4.8%) were observed;<br />

three patients had mild post-ERCP pancreatitis with<br />

uneventful recovery; one patient had a periampullary<br />

perforation caused by biliary sphincterotomy and<br />

recovered with conservative management. Stone<br />

clearance was achieved in one session in 84.6% of cases<br />

(22 of 26), while two patients required more than one<br />

SpyGlass® procedure to achieve bile duct clearance.<br />

The first patient had Mirizzi syndrome and required<br />

two SpyGlass® sessions to fragment and extract a 10-<br />

mm stone impacted in the cystic duct. In the second<br />

patient, after two EHL treatments failed to fragment<br />

the stone, holmium laser lithotripsy in the SpyGlass®<br />

system achieved complete bile duct clearance. One<br />

patient (3.9%) required mechanical lithotripsy in<br />

addition to cholangioscopy-guided lithotripsy. Of two<br />

failed cases, one had Mirizzi syndrome and required<br />

surgical removal of the stone after failing SpyGlass®guided<br />

EHL treatment due to inability to target the stone<br />

with the EHL probe. The second patient had successful<br />

fragmentation of 25 mm stone with EHL but was lost<br />

to follow-up before removing the stone fragments at<br />

a separate session. The authors concluded that ERCPguided<br />

cholangioscopy with the SpyGlass® system<br />

is technically feasible while not inordinately timeconsuming,<br />

and can safely achieve bile duct clearance<br />

in most patients with difficult biliary stones that have<br />

failed prior extraction methods.[114]<br />

Baron and Saleem (2010), in a case report,<br />

demonstrated successful hepatic duct stone removal<br />

by using the SpyGlass® cholangioscope through<br />

a colonoscope to perform EHL under direct<br />

endoscopic visualization in a patient with a Rouxen-Y<br />

hepaticojejunostomy from an orthotopic<br />

liver transplantation 12 years earlier. In contrast to<br />

conventional cholangioscopes, the long catheter<br />

length of 230 cm provided by the SpyScope® catheter<br />

allowed passage of the SpyGlass® system through the<br />

therapeutic channel of a colonoscope (CF-Q160AL;<br />

Olympus Medical Systems, Center Valley, PA, USA).<br />

Prior to this attempt, an internal/external drain was<br />

placed but percutaneous stone extraction using<br />

lithotripsy was thought not possible, at least not until<br />

the percutaneous tract became mature several weeks<br />

later.[115] Mou et al. (2010) described another case<br />

of peroral cholangioscopy for biopsy in a Roux-en-Y<br />

hepaticojejunostomy achieved by using the SpyGlass®<br />

system and a standard colonoscope.[116]<br />

Therapeutic capabilities offered by the utilization of<br />

the SpyGlass® system have quickly reached impressive<br />

levels and have even grown beyond the original<br />

applications marketed by the manufacturer. A case<br />

report has demonstrated success using the Spyglass®<br />

system to cannulate and stent the cystic duct in a<br />

surgically high-risk patients in whom decompression of<br />

the gallbladder could not be performed by percutaneous<br />

transhepatic gallbladder drainage or aspiration. In this<br />

case, entry into the cystic duct with a guidewire was<br />

not possible until the bile duct was explored using<br />

peroral cholangioscopy using the SpyGlass® system.<br />

[117] In another report, the SpyGlass® system with<br />

EHL was successfully used to fragment gallbladder<br />

stones and flush out the remaining small fragments<br />

in the gallbladder of a patient with symptomatic<br />

gallstone disease, multiple gallstones on transabdominal<br />

ultrasound, and Child’s Class C cirrhosis that precluded<br />

the possibility of cholecystectomy. Cholecystoscopy<br />

with EHL using the SpyGlass® system was offered to<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

Evidence for<br />

Choledocholithiasis<br />

Recommend ERCP<br />

to Remove Stone(s)<br />

If Severe Acute Cholangitis, and<br />

No response to medical therapy<br />

Urgent ERCP<br />

GOAL: BILIARY DRAINAGE<br />

Endoscopic<br />

Sphincterotomy<br />

If Symptomatic Cholelithiasis, and<br />

Planned LC<br />

If Coagulopathy, or<br />

Liver cirrhosis, or<br />

Altered Anatomy, or<br />

Periampullary diverticulum<br />

ERCP (pre-, intra-, or post-op)<br />

IF PRE-OP, LC RECOMMENDED TO<br />

BE DONE WITHIN 2 WEEKS<br />

LCBDE in Skilled Centers<br />

1 ST LINE ALTERNATIVE TO ERC<br />

Consider EPBD in lieu of ES<br />

ELEVATED RISK OF SEVERE<br />

PANCREATITIS, DEATH<br />

Stone diameter < 10 mm<br />

“Non-difficult” stones<br />

Stone diameter > 10 mm<br />

“Difficult” stones<br />

1 st Line Therapy:<br />

Balloon Catheters<br />

Wire Baskets<br />

BILE DUCT CLEARANCE<br />

IN 85-90% CASES<br />

1 st Line Therapy:<br />

Mechanical Lithotripsy<br />

* EPBD AFTER ES<br />

PROMISING 1 ST LINE<br />

ALTERNATIVE<br />

2 nd Line Therapy:<br />

Electrohydraulic Lithotripsy<br />

Laser Lithotripsy<br />

ESWL IS NOT PREFERRED<br />

(LOWER RATES OF CLEARANCE)<br />

If Failed Extraction or<br />

Impacted Basket<br />

If Failed Extraction<br />

ADDITIONAL CONSIDERATIONS<br />

• Multiple stones can be removed in the same ERCP session.<br />

• Multiple stones should be removed one at a time, starting with distal-most stone first.<br />

• Complete duct clearance is recommended to be documented by an occlusion cholangiogram.<br />

• Prophylactic cholecystectomy is recommended in patients who underwent bile duct clearance by ERCP.<br />

Figure 6. Management algorithm.<br />

PRACTICAL GASTROENTEROLOGY • DECEMBER 2011 39<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

the patient while awaiting liver transplantation with the<br />

goal of achieving a gallstone-free and stent-free status.<br />

A percutaneous cholecystostomy was not performed<br />

because of concerns related to ascites, an abnormal INR,<br />

and the risks and discomfort of chronic percutaneous<br />

catheter drainage.[103]<br />

Summary<br />

Based on our review of the literature, a management<br />

algorithm was constructed (Figure 6). In the treatment<br />

of choledocholithiasis, endoscopic sphincterotomy<br />

serves as the standard treatment and the prerequisite<br />

for basket and balloon extraction as well as mechanical,<br />

electrohydraulic, and laser lithotripsy. While most<br />

stones 20 mm in size,<br />

mechanical lithotripsy is 80-90% successful, although<br />

repeated treatment sessions may be needed in 20-30%<br />

of cases to achieve complete bile duct clearance. In<br />

cases of unsuccessful mechanical lithotripsy or when<br />

predictive factors determine that mechanical lithotripsy<br />

is unlikely to succeed, additional methods of lithotripsy<br />

are available. Intracorporeal electrohydraulic lithotripsy<br />

or laser lithotripsy can be attempted under direct<br />

choledochoscopic visualization. The laser lithotripters<br />

are far too expensive to encourage widespread<br />

implementation, and therefore electrohydraulic<br />

lithotripsy has been used more frequently. Comparisons<br />

in terms of efficacy, safety, and long-term complications<br />

between various methods of lithotripsy are provided in<br />

the corresponding sections in this publication.<br />

In the evolution of treatment options for<br />

choledocholithiasis, several techniques and devices are<br />

certainly worthy of a recap. While much of the data is<br />

preliminary, use of large balloon dilation following ES<br />

has been shown as a viable and efficient alternative with<br />

fewer complications compared to mechanical lithotripsy<br />

following ES in removal of large bile duct stones.[25]<br />

Although the recent data showed lower rate of overall<br />

morbidity and recurrent bile duct stones compared<br />

to endoscopic sphincterotomy, the jury is still out on<br />

whether endoscopic papillary balloon dilation can safely<br />

substitute for endoscopic sphincterotomy in treatment<br />

of choledocholithiasis.[56, 68] The SpyGlass® system,<br />

introduced in 2007 as a “single-operator” peroral<br />

<strong>Practical</strong> Points<br />

Standard of Care<br />

• Endoscopic sphincterotomy is the standard<br />

procedure for treatment of bile duct stones.<br />

• Sphincterotomy has an 85-90% success rate<br />

for bile duct clearance when combined with<br />

balloon and/or basket extraction techniques.<br />

• Stones > 10 mm in size and “difficult” stones<br />

may require stone fragmentation prior<br />

to removal with baskets and/or balloons.<br />

Mechanical lithotripsy is the first line method<br />

of lithotripsy.<br />

• Complete duct clearance is recommended<br />

to be documented by an occlusion<br />

cholangiogram.<br />

• Short-term complications of sphincterotomy<br />

include pancreatitis, hemorrhage, cholangitis,<br />

acute cholecystitis, and retroperitoneal or<br />

bowel wall perforation.<br />

• Long-term complications of sphincterotomy<br />

occur in 4-24% of cases and include recurrent<br />

bile duct stones, papillary stenosis, cholangitis,<br />

cholecystitis, and liver abscess formation.<br />

• Sphincterotomy is not contraindicated and<br />

sometimes preferred to surgery in highrisk<br />

patients such as those with recent MI,<br />

cirrhosis, or acute obstructive suppurative<br />

cholangitis.<br />

• Mechanical lithotripsy is the initial procedure<br />

of choice for stones requiring fragmentation<br />

with a ductal clearance rate of 80-90%.<br />

• If mechanical lithotripsy fails or is predicted to<br />

fail, intracorporeal electrohydraulic lithotripsy<br />

(EHL) is a commonly utilized method to<br />

achieve stone fragmentation.<br />

• Advantages of EHL include excellent success,<br />

safety, and low cost.<br />

• Other methods of lithotripsy include laser<br />

lithotripsy with stone-tissue detection systems<br />

and extracorporeal shock wave lithotripsy.<br />

(continued on page 42)<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

(continued from page 40)<br />

Evolution of Treatment Options for<br />

Choledocholithiasis<br />

• Compared to sphincterotomy, endoscopic<br />

papillary balloon dilation has been associated<br />

with higher risk of serious pancreatitis and<br />

death but, based on preliminary data, lower<br />

overall morbidity and lower rate of recurrent<br />

bile duct stones.<br />

• Large balloon dilation following endoscopic<br />

sphincterotomy (EST-LBD) has been proposed<br />

as an alternative to mechanical lithotripsy<br />

following endoscopic sphincterotomy (EST-<br />

ML) in removal of large bile duct stones.<br />

Preliminary data show fewer complications<br />

and equal efficacy compared to EST-ML.<br />

• Laparoscopic exploration of common bile duct<br />

is equally efficient in bile duct stone clearance<br />

as pre- and post-cholecystectomy ERPC, with<br />

similar mortality and morbidity, but statistically<br />

significant shorter hospital stays.<br />

• The SpyGlass® system, introduced in 2007,<br />

is a single-operator peroral choledochoscope<br />

system that has been used with good success<br />

and safety in diagnostic and therapeutic<br />

applications for bile duct stone management,<br />

bile duct strictures, biliary tract biopsy, stent<br />

placement, and management of cystic lesions.<br />

choledochoscope, provides diagnostic and therapeutic<br />

capabilities with unrivaled ease of use. Therapeutic<br />

capabilities offered by the utilization of the SpyGlass®<br />

system have rapidly reached impressive levels and<br />

continue to stretch the envelope beyond what seemed<br />

achievable only with difficulty just a few years ago with<br />

prior conventional choledochoscopes. While admittedly<br />

only a first generation device with a few disadvantages<br />

in sub-optimal image quality and fragility, SpyGlass®<br />

has become a key component in the evaluation of biliary<br />

anatomy.n<br />

Disclosure<br />

Farid Jalali has no conflict to declare. Andrew Roorda<br />

has no conflict to declare. Dr. Sundaram serves on NIH<br />

and VA Merit Review Study Sections.<br />

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(continued on page 46)<br />

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Biliary Stone Extraction Techniques<br />

ENDOSCOPY: OPENING NEW EYES, SERIES #6<br />

(continued from page 44)<br />

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system. Gastrointestinal Endoscopy, 2009. 70(5):<br />

p. 1039-1040.<br />

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