Wednesday, July 15, 2026

Shoulder arthritis and shoulder arthroplasty - what's new (if anything)

Two articles in the recent JSES are of note.

Advanced glenohumeral osteoarthritis: the relationship between radiographic pathoanatomy and clinical presentation asks "does the x-ray tell us how the patient is doing?" The authors studied 280 shoulders with advanced glenohumeral osteoarthritis and an intact cuff, all of which went on to arthroplasty: 147 anatomic total shoulders, 81 reverses, and 52 ream and runs [1]. Every shoulder was graded before surgery by three classifications: Samilson-Prieto, Kellgren-Lawrence, and the Walch system as modified for three-dimensional imaging [3,4,5]. The authors also measured critical shoulder angle, humeral head medialization, humeral head flattening, the length of the inferior humeral neck spur, posterior decentering, glenoid version, and glenoid inclination. Then they asked whether any of these predicted how the shoulder moved, how comfortable it was, or how the patient rated his or her health.

With two exceptions, it did not. No clinically meaningful association between Samilson-Prieto grade, Kellgren-Lawrence grade, Walch type, critical shoulder angle, medialization, version, or inclination and any patient-reported outcome or quality-of-life score. The exceptions were both on the humeral side: greater flattening of the head and a longer humeral neck spur were associated with less motion.

This replicates what we reported in 2019 in 544 shoulders [6], what Kohan and colleagues reported in 256 [7], and what Kircher and colleagues reported earlier still [13]. Four groups, four cohorts, one answer: the radiographic severity of the arthritis does not tell us what the patient is experiencing.

The second paper ---Reverse and anatomic total shoulder arthroplasty for glenohumeral osteoarthritis: a propensity-matched comparison at early and midterm follow-up ‚--- asks "does the implant choice change the result?" From a single high-volume surgeon's practice, Leinweber and colleagues matched 61 anatomic total shoulders to 61 reverses, one to one, on age, sex, body mass index, preoperative ASES, preoperative forward elevation, and Walch glenoid type [2]. Notably, they matched on the very pathoanatomy that the first paper found does not predict much. All shoulders had osteoarthritis with an intact cuff. All were seen early (about two years) and at midterm (about five years).

Both groups improved a great deal, and by the same amount. More than 96% of patients in both groups reached the minimal clinically important difference for the ASES at both time points. The anatomic patients had better external rotation at the early visit (63 degrees vs. 57 degrees) and better internal rotation as well; by five years the internal rotation advantage was gone and the external rotation difference had narrowed. Complications were 3.3% in each group.

Putting these papers side by side

Consider what each study holds constant and what it lets vary.

The second paper holds the surgeon constant and varies the implant. It finds no meaningful difference in what the patient reports.

The first paper considers the variable pathoanatomy across 280 shoulders and finds that it explains almost nothing about how the patient presents.

Neither the glenoid nor the prosthesis seems to matter. (The two measures that did survive are on the humerus, and we will come to them a bit later.) If the explanation for the differences among our patients' outcomes is not in the glenoid we spend our time classifying and not in the implant we spend our time choosing, the two possibilities left standing are the patient and the surgeon.

One incidental note: the two papers used different MCID values for the same score ‚--- 16 points for the ASES in the first [8], 10.4 points in the second [9]. Both are defensible and both are published. Whether a result is "clinically important" can depend on which threshold the authors selected.


A closer look at the first paper

Eight radiographic parameters and six classification terms were each tested against eleven outcomes: 154 comparisons, with no correction for multiplicity. At the conventional threshold, roughly eight false positives are expected by chance alone. Seventeen associations were reported as significant ‚ --- more than chance alone would produce. Of those seventeen, the authors' own MCID screen disqualified nearly every one. The findings are not false; they are true but too small to act on.

Four associations survived as "clinically relevant":

Forward elevation and humeral head flattening. A coefficient of 0.56 degrees per percentage point of humeral head flattening, against an MCID of 17.1 degrees [8], requires a change in flattening of about 30 percentage points: nearly five standard deviations, and roughly three-quarters of the entire observed range.

External rotation and head flattening. About 24 percentage points, close to four standard deviations.

Neither is a quantity that could exist in a patient.

Internal rotation and head flattening. About 10 percentage points, 1.6 standard deviations, entirely attainable.

External rotation and humeral neck spur. A difference in spur length of about 22 mm, well within the observed range of 0 to 48 mm. This result replicates Kircher [13].

Those last two are real, they are reachable, and they are both on the humeral side ‚ ---where nobody has been looking ‚ --- rather than on the glenoid, where everyone has been looking. In other words the strongest signals in 280 shoulders are from the humerus;  the glenoid---the object of twenty years of classification---apparently contributes little.

A limitation of the analysis is that every shoulder in this series went on to arthroplasty. That is a range-restricted sample: each of these patients had already crossed somebody's operative threshold, so the variance in symptoms is truncated at the low end, and truncation attenuates correlation. Some of the null result is built into the sampling. The claim is not "radiographs never relate to symptoms." The actual finding is: among patients already being considered for shoulder arthroplasty, the images doe not tell you who hurts, how much, or how far the shoulder moves.

In the subgroup analysis, the concentric (Walch A) glenoids had worse pain, worse DASH, and worse ASES than the eccentric (Walch B) glenoids. By the standard we have just applied to the rest of the paper, these differences fall below the MCID and we should not make much of them‚---so we will only state: the direction runs opposite to the expectation of most surgeons. The eccentric, retroverted, posteriorly decentered glenoid is the one that most often prompts a surgeon from an anatomic reconstruction to a reverse. In this cohort those shoulders were, if anything, the more comfortable ones. That is not what much current thinking about the B glenoid would predict, and it is worth a study designed to test it rather than a subgroup that happened to find it.



A closer look at the second paper

The surgeon performed 1,310 reverses and 546 anatomic total shoulders in the study window. Of the reverses, 133 (only 10% of the original cohort) had complete clinical and outcome follow-up at both time points; 61 entered the matched analysis. Of the anatomics, 129 (only 24% of the original cohort) qualified; 61 entered the matched analysis. So the survivorship bias and the matching dramatically reduced the studied sample size, making it less relevant to the original group of patients.

Note the inclusion rule was complete outcome scores and clinical follow-up at both visits. That rule removes the patients who were revised elsewhere, who stopped answering, who were dissatisfied and did not come back, and who died. The paper then reports a 0% revision rate for the reverse and a 1.6% acromial stress fracture rate. These are not accurate incidence estimates. A revision rate cannot be calculated in a cohort whose definition requires having completed follow-up; it requires the whole exposed group and a time-to-event analysis.

Substantial clinical benefit was reached by 95.1% of anatomic patients and 80.3% of reverse patients early. That 14.8-point gap has a P value of .027 and is discussed as a real difference. At five years the gap was 13.1 points (91.8% vs. 78.7%), with a P value of .074, and was described as no significant difference.

The two gaps are nearly the same size. What changed is which side of .05 the P value fell on, in a study that states it could not perform a power analysis. A 13-point difference in substantial clinical benefit at five years has not been shown to be absent; it has merely not been shown to be present. Those are different statements, and only the second one is supported here. The gap favors the anatomic shoulder at both time points, and it deserves a larger study rather than a rounding to "similar."

When more than 96% of both groups clear the MCID, the MCID has stopped discriminating. It tells us that both operations work, which is worth knowing and is the correct headline. It cannot tell us whether they work equally well.

Revision is not a good metric

One anatomic shoulder was revised; no reverse was. That appears in the abstract as "aTSA had more revisions." A failed anatomic shoulder has somewhere to go, --- conversion to a reverse. A failed reverse does not, and the threshold for taking a painful reverse back to the operating room is far higher, because the surgeon has less to offer. A revision count compares the availability of a salvage operation as much as it compares the durability of an implant. Counting one against zero and reporting it as a durability signal asks a single patient to carry the argument.

The same asymmetry appears in how radiographic failure was judged. A reverse with baseplate lucencies and broken screws was recorded as a non-failure because the patient was comfortable. Asymptomatic glenoid lucencies after anatomic arthroplasty, graded by the Lazarus system [10], were simultaneously presented as the durability liability. One standard should apply to both.

The whole argument for using a reverse in a cuff-intact arthritic shoulder is long-term durability: glenoid loosening and late cuff failure at ten, fifteen, twenty years. Five years samples precisely the window in which the anatomic shoulder is known to do well [11], and the one series that has followed eccentric-wear shoulders past that window to a minimum of seven years found the anatomic reconstruction holding up [12]. This study cannot address the question that prompted it.

The variable neither study measured

Put the two preoperative cohorts next to each other. Both are advanced osteoarthritis with an intact cuff, in the same country, in the same era. The shoulders moved almost identically before surgery: mean forward elevation 96.6 degrees in the first series, 97.5 degrees and 98.2 degrees in the second.

The patients, however, were not in the same condition. Mean preoperative ASES was 29.9 in the first series and 41.4 and 38.9 in the second. Mean pain was 7.4 out of 10 versus 5.3 and 5.5. The patients in one practice arrived at the operating room roughly ten ASES points and two pain points better off than the patients in the other.

There is more than one way to get such a gap. These are different practices with different referral streams, different payer mixes, and different geography; the first cohort also includes 52 ream-and-runs, a self-selected group that has no counterpart in the second practice. So the difference may reflect who walks through the door as much as when the surgeon decides to operate. But that distinction does not rescue the number. Referral pattern and operative threshold are both properties of the practice, not of the shoulder. Either way, what varies between these two cohorts is the surgeon's context, not the patient's pathoanatomy ‚ --- and it varies by more than the pathoanatomy does. This is the kind of unwanted variation that Kahneman called noise.

What this may mean

If you are a patient looking at your own x-ray or CT scan, the first paper is reassuring: the severity of what you see on the film does not predict how much your shoulder will hurt, how far it will move, or how you will feel about your life. Some very ugly-looking shoulders belong to comfortable people, and some mild-looking ones hurt badly. The x-ray describes the joint. It does not describe you.

If you are a patient choosing between an anatomic and a reverse replacement for arthritis with an intact cuff, the second paper says that at five years, in the hands of one experienced surgeon, both do well. The anatomic shoulders showed somewhat better rotation early, though by the standard applied above that early difference is at the edge of what a patient would notice. What happens after five years is not yet known, and that is the question that actually separates these two operations.

If you are a surgeon, the two papers together take away two of the things you were counting on. The images you spend the most time studying did not explain how the patient presented. The implant you spent the most time deciding on did not explain how the patient ended up. What is left is the judgment that sits between them: whom you offer an operation to, when in the course of the disease you offer it, what you tell the patient to expect, and how well you execute. Those are the variables neither study measured, and the ten-point preoperative ASES gap between these two practices is a direct measurement of how much they vary from one surgeon to the next.

We keep looking for the explanation in the imaging and in the implant because those are the things we can see and buy. The evidence keeps pointing somewhere else.

Both of these are careful papers by serious groups, and both are more honest in their limitations sections than most. The first calls itself a pilot and names its multiplicity problem. The second calls itself hypothesis-generating, names the risk of type II error, and says that longer follow-up is needed. 

The larger point stands. 

Twenty years of classifying the glenoid has not produced a classification that predicts what the patient feels. 

Ten years of moving the reverse into the cuff-intact arthritic shoulder has not yet produced evidence that it does better than the anatomic shoulder we already had. 

The trial that could settle it would randomize, follow to fifteen years, and report substantial clinical benefit rather than the MCID.

Which leaves the question: if the picture does not explain the patient's presentation and the implant does not explain the result, what does?



Where are we going?
Snow Geese
Skagit County




[1] Covarrubias O, Luther L, Portnoff B, Levins J, Hoffman R, Molla V, Toavs T, Molino J, Paxton ES, Green A. Advanced glenohumeral osteoarthritis: the relationship between radiographic pathoanatomy and clinical presentation. J Shoulder Elbow Surg 2026;35:1620-1631. https://doi.org/10.1016/j.jse.2026.01.007

[2] Leinweber KA, Bowler AR, Diestel DR, McDonald-Stahl M, Arnold RP, Le K, Dunn WR, Kirsch JM, Jawa A. Reverse and anatomic total shoulder arthroplasty for glenohumeral osteoarthritis: a propensity-matched comparison at early and midterm follow-up. J Shoulder Elbow Surg 2026;35:1632-1641. https://doi.org/10.1016/j.jse.2025.12.008

[3] Samilson RL, Prieto V. Dislocation arthropathy of the shoulder. J Bone Joint Surg Am 1983;65:456-460.

[4] Kellgren JH, Lawrence JS. Radiological assessment of osteo-arthrosis. Ann Rheum Dis 1957;16:494-502.

[5] Bercik MJ, Kruse K 2nd, Yalizis M, Gauci MO, Chaoui J, Walch G. A modification to the Walch classification of the glenoid in primary glenohumeral osteoarthritis using three-dimensional imaging. J Shoulder Elbow Surg 2016;25:1601-1606. https://doi.org/10.1016/j.jse.2016.03.010

[6] Matsen FA 3rd, Whitson A, Hsu JE, Stankovic NK, Neradilek MB, Somerson JS. Prearthroplasty glenohumeral pathoanatomy and its relationship to patient's sex, age, diagnosis, and self-assessed shoulder comfort and function. J Shoulder Elbow Surg 2019;28:2290-2300. https://doi.org/10.1016/j.jse.2019.04.043

[7] Kohan EM, Hill JR, Lamplot JD, Aleem AW, Keener JD, Chamberlain AM. Severity of glenohumeral osteoarthritis does not correlate with patient-reported outcomes. J Shoulder Elb Arthroplast 2020;4:2471549220901873. https://doi.org/10.1177/2471549220901873

[8] Simovitch RW, Elwell J, Colasanti CA, Hao KA, Friedman RJ, Flurin P, et al. Stratification of the minimal clinically important difference, substantial clinical benefit, and patient acceptable symptomatic state after total shoulder arthroplasty by implant type, preoperative diagnosis, and sex. J Shoulder Elbow Surg 2024;33:e492-e506. https://doi.org/10.1016/j.jse.2024.01.040

[9] Levy JC, Everding NG, Gil CC Jr, Stephens S, Giveans MR. Speed of recovery after shoulder arthroplasty: a comparison of reverse and anatomic total shoulder arthroplasty. J Shoulder Elbow Surg 2014;23:1872-1881. https://doi.org/10.1016/j.jse.2014.04.014

[10] Lazarus MD, Jensen KL, Southworth C, Matsen FA 3rd. The radiographic evaluation of keeled and pegged glenoid component insertion. J Bone Joint Surg Am 2002;84:1174-1182. https://doi.org/10.2106/00004623-200207000-00013

[11] Kirsch JM, Puzzitiello RN, Swanson D, Le K, Hart PA, Churchill R, et al. Outcomes after anatomic and reverse shoulder arthroplasty for the treatment of glenohumeral osteoarthritis: a propensity score-matched analysis. J Bone Joint Surg Am 2022;104:1362-1369. https://doi.org/10.2106/JBJS.21.00982

[12] Cuff DJ, Simon P, Patel JS, Munassi SD. Anatomic shoulder arthroplasty with high side reaming versus reverse shoulder arthroplasty for eccentric glenoid wear patterns with an intact rotator cuff: comparing early versus midterm outcomes with minimum 7 years of follow-up. J Shoulder Elbow Surg 2023;32:972-979. https://doi.org/10.1016/j.jse.2022.10.017

[13] Kircher J, Morhard M, Magosch P, Ebinger N, Lichtenberg S, Habermeyer P. How much are radiological parameters related to clinical symptoms and function in osteoarthritis of the shoulder? Int Orthop 2010;34:677-681. https://doi.org/10.1007/s00264-009-0846-6
 

Tuesday, July 7, 2026

Two year outcomes for reverse total shoulder for osteoarthritis and the effect of survivorship bias.

How survivorship bias can affect reports of two-year outcomes

When we quote a two-year success rate for an operation, the figure typically describes the outcomes for the patients who came back to be assessed at two or more years after surgery.

Those who did not return are not a random sample of all the patients having the surgery. Patients lost to follow-up tend to have fared worse than those who complete follow-up, because the reasons they drop out are often themselves adverse — death, revision, or disappointment with an early result that leads them to transfer their care elsewhere [1, 2, 3].

Excluding patients who have done poorly prior to the two-year mark — considering only those who remain for the two-year analysis — makes the operation look better than it actually was, a phenomenon known as survivorship bias [4].

A model of survivorship bias

Here is an illustrative hypothetical example of a thousand patients having an RSA for cuff-intact osteoarthritis with two-year follow-up.

In the first six months patients were lost as follows: 20 shoulders revised, 5 patients dead, 15 transferred to another practice, and 40 who simply stopped responding — 80 in all. Of note, certain problems occur early in the postoperative period: acute infection, instability, acromial fracture, and life-limiting frailty.

During the second six months there were 7 more revisions and 8 deaths, 25 transfers, and 110 who did not respond for unknown reasons — 150 in the interval.

The second-year losses are almost entirely loss of contact rather than loss of the shoulder: 3 revised and 12 more dead, 35 gone to other practices, and 200 more who stopped answering — 250 in that interval.

By the time of the two-year analysis, 30 of the 1,000 have been revised, 25 have died, and 75 have transferred their care; 350 more have gone quiet without a recorded reason. That is 480 lost from view, none of whom are included in the two-year analysis of results; only 520 remain available for study.

Figure 1. A hypothetical cohort of 1,000 patients followed over two years. At each interval, patients drop out of view for four kinds of reasons, and the mix changes as time passes. Of the 520 analyzed at two years, 9 out of 10 report success; but out of all 1,000 operated on, a successful outcome is documented for only about 4.7 out of every 10.

The four reasons carry different weight, and their proportions change over the two years. Revisions come early: RSA’s dominant early failures — acute infection, instability, and acromial fracture — appear mostly in the first months, so revisions decline from 20 in the first half-year to 3 in the second year. Deaths run the other way, accumulating with time in an elderly group, from 5 to 8 to 12 across the intervals. Transfers of care, and above all patients who simply stop responding, grow steadily as contact is lost — from 40 silent patients in the first six months to 200 in the second year. By the time of the two-year analysis, loss of contact, not loss of the shoulder, accounts for most of the missing.


Applying the model of survivorship bias to actual data on two-year outcomes for RSA for osteoarthritis

The model becomes meaningful when anchored to what the literature reports. Two published figures set the scale.

The first is the rate of two-year follow-up. In a multicenter shoulder arthroplasty registry, only about half of patients — about 5 out of 10 — provided two-year patient-reported outcomes [5]; registries that send repeated reminders might improve the return to  8 out of 10.

The second is the success rate among those who do return: in high-volume single-surgeon series of RSA for this diagnosis, about 9 out of 10 report being better and satisfied [6, 7].

Consider the combined effect of these two rates. Of the 520 with a known two-year result, 9 out of 10 — 468 patients — report success; but across the full 1,000 who had the surgery, those 468 provide an overall documented success rate of only about 4.7 out of 10.

Had the follow-up rate reached 8 out of 10 rather than 5, about 800 would have a known result, and the same 9 out of 10 would give about 720 documented successes — roughly 7 out of 10.

The span from 4.7 to 7 out of 10 is set entirely by the follow-up rate.

The 4.7 out of 10 is the floor. It counts every patient without a documented success as a non-success, so that the true whole-cohort success rate (if it could be known) might be higher than 4.7 out of 10. 

The missing patients are not a random subset of the cohort. Those lost to revision, death, or a transfer of care each had reason to fare worse than the returners. The larger unresponsive group has, on average, done less well than those who answer — though that association is weaker and less certain than for the other types of losses [1, 2, 3].

Reporting the returners’ 9 out of 10 as the rate for the overall cohort makes the operation look better than the data support [4].

However,  a successful outcome is only documented for about 5 of every 10  patients considering all those having the surgery, not 9 out of 10.

A fuller accounting would mean following the patients who leave — the revised, the transferred, and above all the ones who quietly stop answering — well enough to know how they actually did. Until a series does that, the appropriate two-year estimate for successful outcome for RSA in osteoarthritis is somewhere above the documented 4.7 out of 10 rate for the entire cohort and below the rate of 9 out of 10 considering only the patients returning for two year analysis. 

And two years is the favorable case. The effect of survivorship bias grows as follow-up lengthens: over five, ten, and fifteen years, follow-up falls further and the number of missing patients grows, so the distance between the returners’ success rate and the whole-cohort success rate only widens. The longer the follow-up a reported success rate claims, the greater the effect of survivorship bias.

It's about survivorship


Bald eagles
Montlake Cut


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References

[1] Solberg TK, Sørlie A, Sjaavik K, Nygaard ØP, Ingebrigtsen T. Would loss to follow-up bias the outcome evaluation of patients operated for degenerative disorders of the lumbar spine? A study of responding and non-responding cohort participants from a clinical spine surgery registry. Acta Orthop. 2011;82(1):56–63.

[2] Murnaghan ML, Buckley RE. Lost but not forgotten: patients lost to follow-up in a trauma database. Can J Surg. 2002;45(3):191–195.

[3] Torrens C, Martínez R, Santana F. Patients lost to follow-up in shoulder arthroplasty: descriptive characteristics and reasons. Clin Orthop Surg. 2022;14(1):112–118.

[4] Elston DM. Survivorship bias. J Am Acad Dermatol. Published online June 18, 2021.

[5] Patel M, Sekar MG, McDaniel L, Kisana HM, Sykes JB, Amini MH. Changes from baseline in patient-reported outcomes and patient satisfaction do not vary significantly between 1 and 2 years postoperatively after shoulder arthroplasty: a multicenter analysis of 2580 patients. Semin Arthroplasty JSES. 2025;35(2):235–245.

[6] Puzzitiello RN, Moverman MA, Glass EA, Swanson DP, Bowler AR, Le K, Kirsch JM, Lohre R, Jawa A. Clinically significant outcome thresholds and rates of achievement by shoulder arthroplasty type and preoperative diagnosis. J Shoulder Elbow Surg. 2024;33(7):1448–1456.

[7] Ahmed AF, Glass EA, Swanson DP, et al. Predictors of poor and excellent outcomes following reverse shoulder arthroplasty for glenohumeral osteoarthritis with an intact rotator cuff. J Shoulder Elbow Surg. 2024;33(6S):S55–S63.


Thursday, July 2, 2026

Robotics in Shoulder Arthroplasty: ASES Podcast 156.

Robotics in Shoulder Arthroplasty is a timely and informative ASES podcast hosted by Peter Chalmers and Brian Waterman with two guests: Michael Freehill and Vahid Entezari.

Here is a summary of the points the participants made. Where the guests referred to a specific study, a link to the primary source has been added so that readers can consult it directly and form their own view.

The episode presented enthusiasm tempered by candor about the current state of evidence. Both guests described themselves as early adopters, and both acknowledged that outcome data specific to robotic shoulder arthroplasty is not yet available. Their case for the technology rested primarily on precision in executing a preoperative plan, the ability to generate intraoperative data, enhanced capability in complex and deformed anatomy, and anticipated — as yet undemonstrated — long-term benefit. They also included a discussion of the market and workflow factors that shape adoption.

Here are some details.

Dr. Entezari suggested that shoulder arthroplasty has two distinct steps — planning and execution — and that while preoperative planning has advanced considerably, precision execution has historically lacked dedicated tools. He referenced previous work on the accuracy of planning and patient-specific instrumentation (PSI) showing that preoperative planning and PSI tightened the spread of deviation from the preoperative plan in comparison to manual techniques. See Accuracy of 3-Dimensional Planning, Implant Templating, and Patient-Specific Instrumentation in Anatomic Total Shoulder Arthroplasty. 

From this he drew two conclusions: that surgeons doing manual-only surgery may underestimate their own deviation (“you don’t know what you don’t know”), and that enabling technologies — navigation, PSI, or robotics — become especially relevant in cases with significant deformity or difficult exposure. These technologies have the potential to reduce substantial deviation from the preoperative plan.

Dr. Freehill built on this from a training perspective, recalling high-volume leaders he trained under questioning their own accuracy: whether their humeral head cuts and glenoid version were as accurate as they desired. He described preoperative planning as a major advance and PSI as a further step for deformed anatomy, while noting that guides still have limitations related to soft tissue and exposure. He also emphasized that most shoulder arthroplasties are performed by lower-volume surgeons — those doing fewer than roughly ten a year — and suggested these surgeons might benefit from tools that help with execution.

Both guests placed the clearest value of robotics in complex cases: significant glenoid deformity (such as B2 and B3 morphology and higher degrees of retroversion), revision situations, and cases requiring bone graft or augment preparation.

Dr. Entezari described a reverse arthroplasty for arthropathy that had developed after a dislocation and fracture, with anterior glenoid bone loss, in which the robot was used to shape a humeral head autograft to fit the glenoid face, offering it as an example of capabilities that could extend to graft and augment work.

The guests pointed to potential new capabilities: a robotically controlled burr that can sculpt bone at angles a saw or reamer cannot achieve, the potential for subscapularis-sparing and minimally invasive approaches. They pointed out that robotics could capture potentially useful data such as how precisely the preoperative plan was carried out.

The hosts pointed to the mixed hip and knee literature, noting meta-analyses that have not shown a long-term benefit in clinical outcomes even though the rate of use of robotics was rapidly increasing.

The guests did not claim superiority in patient reported outcomes for robotics in shoulder arthroplasty. Dr. Entezari suggested that malpositioning may not affect these outcomes but that adherence to the preoperative plan may matter for long-term implant survival.

Dr. Freehill cited NICE’s assessment of robot-assisted orthopaedic surgery. The relevant NICE document is its early value assessment of robot-assisted surgery for hip and knee replacement (HealthTech guidance HTG743in which patient-reported outcomes and complications were similar between robotic and conventional surgery and implant alignment was consistently more precise with robotics. The revision data were limited, and the committee was uncertain whether more precise alignment yields better clinical outcomes. He pointed to the need for head-to-head studies, while acknowledging such studies are difficult and slow to complete.

Dr. Entezari cited a Monte Carlo simulation whose authors concluded that, when value is judged by tail-risk rather than by mean accuracy, the principal contribution of robotic assistance in shoulder arthroplasty is risk containment — with clinical and economic implications that remain unproven to date — and that further research linking its use to patient outcomes is warranted and may ultimately redefine the technology’s value proposition.  See Mako Robotic-Assisted Glenoid Preparation in Reverse Shoulder Arthroplasty: A Tail-Risk Reduction Perspective Compared with Manual and Patient-Specific Guide Techniques.

With respect to the learning curve for robotics, Dr. Freehill cited experience suggesting an inflection point around ten cases, with time efficiency approaching break-even, and drew an analogy to hip and knee arthroplasty, where operative time tends to normalize with experience. 

[Parenthetically, we can observe that the inflection point of ten cases is close to the annual case volume of a “low-volume surgeon.”]

Both guests suggested the real barrier to adoption is neither time nor cost but workflow change. 

Dr. Freehill discussed how the technology is presented to hospital administrators, whom he characterized as focused on time-zero costs rather than on anticipated ten- to fifteen-year outcomes or on accuracy data. He noted that an administrator is unlikely to be swayed by work comparing robotic glenoid preparation favorably with patient-specific instrumentation and, still more, with manual technique, because their attention stays on the bottom line. He acknowledged the numbers work against robotics: citing the existing literature, he said that breaking even by minimizing revisions would require avoiding roughly one revision in fifteen (about 7%), whereas revision rates in reverse arthroplasty are currently under 2%, so on that basis one is, in his words, already arguing against the cost-benefit case. See  Is Robotic-Assisted Reverse Shoulder Arthroplasty Economically Justified? A Break-Even Analysis.  He suggested the more persuasive pitch to an administrator combines several elements: that a robot from certain companies is often already in the hospital for hip and knee procedures; that adopting cutting-edge technology is anticipated to improve market share; and that greater accuracy can be framed as serving the patient’s long-term interest.

Dr. Entezari added that hospitals in a region compete for the same patients, and that device companies invest heavily in direct-to-consumer advertising, so patient demand — already seen in hip and knee — becomes part of the rationale. He noted that costs should fall as more surgeons use the technology. He reiterated that outcome data are not yet available and that early adopters have the opportunity to generate the needed data.

The guests contrasted navigation and robotics. Navigation has a smaller footprint, lower cost, and a lower barrier to entry. Robotics offers greater precision, but with a larger and more expensive early-generation factor, and with current systems limited in the procedures they can perform and the range of implants they can accommodate. 

Dr. Entezari suggested neither overselling nor underselling the technology — telling patients that it makes the surgery more precise while being candid that its effect on their individual outcome is not known. Dr. Freehill described a mix of curiosity about cutting-edge technology and hesitation about a non-human element in the operation, and said he uses clinic time to explain the surgeon’s central role.

Both guests urged caution about how the technology is learned. They argued that younger surgeons should first become proficient in manual arthroplasty, comparing the situation to skills that have faded elsewhere in orthopaedics, such as freehand pedicle screw placement, manual knee cuts, and open shoulder stabilization. 

Dr. Entezari described losing registration during a case after contact with a tracker and having to rely on his manual skills to complete the operation. Dr. Freehill echoed the concern that trainees might become proficient with the technology without ever learning the underlying skills of standard shoulder arthroplasty.

Conclusion: this was a balanced presentation that emphasized the potential role of robotics in transferring a preoperative plan to the patient in the operating room, without claiming that robotic shoulder arthroplasty has been associated with improved patient outcomes.


Which is better?

Tundra Swans
Lake Washington






Saturday, June 27, 2026

How to choose a humeral component in shoulder arthroplasty: ASES Podcast 155


Hat's off to Drs Chalmers and Waterman for yet another outstanding ASES podcast: Episode 155, in which they were joined by Drs Athwal, Cuff and Hatzidakis to discuss fixation of humeral arthroplasty components: "standard" length stems (100-150 mm), short stems (60-90 mm) and stemless designs. 

Here are some takeaways from that presentation coupled with some additional thoughts from the U.W..

(1) The evolution in humeral components is attributed to (a) mitigation of complications (periprosthetic fracture, stress shielding from high canal-filling ratios, early loosening from certain ingrowth surfaces), (b) matching competitor features, and (c) responding to market forces.

The Standard Stem

(2) A standard length stem uses the canal as an alignment guide. It can be stabilized in the canal by (a) a bony ingrowth surface, (b) cement, or (c) reaming to a tight diaphyseal fit, reaming that, in any case, removes cortical bone asymmetrically and unpredictably. [7]. As discussed later in this post, the standard stem can also be stabilized in the canal by impaction grafting. Much of the stress-shielding literature conflates two different things — stem length and canal fill — and they are not the same. Proximal stress shielding tracks with the filling ratio — how much of the canal the implant occupies and how much load it diverts away from proximal bone — far more than with the absolute length of the stem. [9,10]. A long stem that fills the canal shields bone; a long stem that sits loosely in the canal, transferring load through impacted cancellous bone, need not. 

(3) Osteoporosis or altered humeral anatomy may drive the use of a longer stem for better fixation and durability.

The Short Stem

(4) The short stem depends on loading at the metaphyseal level — in bone of variable shape and quality — making both fixation and orientation challenging.

CT of the proximal humerus showing the thin metaphyseal cortex 


The short stem may not have enough leverage to reduce loosening.


Canal filling can lead to stress shielding




And periprosthetic fracture



The absence of the control provided by a standard length stem 
can lead to malpositioning of a short stem




(5) Stemless implants depend on fixation at the anatomic neck, where a thin cortical shell surrounds cancellous bone. Bone density at this level is of variable quality, especially in patients in the arthroplasty age range. While some surgeons claim “100% stemless,” that claim is not realistic for every patient having shoulder arthroplasty. 


AP radiograph with the anatomic-neck fixation zone annotated


The big question about stemless is how a surgeon decides, in a given patient, whether good fixation can be achieved. Preoperative imaging may give some clues, but it comes down to the intraoperative findings. Some have advocated the “thumb” test;


a more reliable approach is to insert the trial nucleus and determine whether it is solid. When it is not solid because of “mushy” cancellous bone, the options are limited. In our experience, adding cancellous graft at the anatomic neck does not rescue fixation: the site is already failing in cancellous bone, and loose graft packed against soft cancellous bone has nothing rigid to lock against. 
The ability to improve fixation with longer fins is likewise limited; upsizing the trial to gain purchase can risk the lateral cortex.
 

It is also worth noting that even when stemless fixation is achieved, adaptive bone changes are common; at short-to-mid term, however, they have not reliably correlated with loosening or worse function.[6,8]

So in the real world, the stemless-loving surgeon needs a Plan “B” when trial fixation is unstable. Conversion to a stemmed component is the most attractive option. One caveat: if the problem is mushy cancellous bone, fixation of a short stem can itself be challenging — a fatter stem versus bone graft, and the same question of how to assure durability in the desired position.

Avoiding Trouble with the Stemless

Be aware of common technical mistakes - assure complete head resection and avoid excessive varus or valgus. 

Insufficient head resection


Varus cut

The free-hand cut is key.

Revision

(6) Two concerns arise when the humeral component needs revision. First, removal of a well-fixed implant can risk fracture of the tuberosity, bone loss, and shaft fracture, and may require a humeral osteotomy or window. Second, although some humeral implants are “convertible” (the humeral fixation system stays in place), retaining the implant only makes sense if it is well fixed at an appropriate height and acceptable version. One podcast participant reported that 25–40% of nominally convertible stems cannot actually be converted in practice. Taken together, the routine use of “convertible” implants seems unattractive.


Malrotation


Too low or too high position of the stem




Another approach

(7) Our experience is that secure, safely revisable humeral component fixation can be achieved with a smooth, standard-length stem set at a small filling ratio and fixed with impaction autografting — using bone from the resected humeral head that one of our fellows named “God’s Own Glue” (see "Procrustean Method") [2,3]. The graft is impacted between a smooth stem and the endosteal cortex, where it stabilizes the implant at the time of surgery, rather than relying on a bony ingrowth surface, cement, or a tight diaphyseal press fit. [4]. A low filling ratio protects the humerus from stress shielding. Because the stem is deliberately undersized, load is transferred through grafted cancellous bone rather than bypassed down a canal-filling implant — addressing stress shielding at the variable that drives it. [9,10]. 

In 48 ream-and-run and 78 total shoulder arthroplasties using a smooth, standard-length impaction-grafted stem, two-year radiographs showed adaptive changes that were generally minor and not associated with component shift or subsidence. Inserted this way, a smooth standard-length stem offers secure, bone-preserving fixation providing results can serve as a basis for comparison for other component designs and fixation methods. [5]. 

In a consecutive single-surgeon series of 458 anatomic total shoulder arthroplasties using this construct (mean follow-up 9.2 years; 114 shoulders beyond ten years), Simple Shoulder Test scores improved from 3.3 to 9.2 and were sustained — never declining by more than the MCID — past ten years. The overall revision rate was 2.6% (12 of 458). None of the revisions were performed for a humeral-component cause: there was no humeral component loosening, no periprosthetic fracture, and no stem-related failure.[11] 




 A low filling ratio protects the humerus from stress shielding

 

Two year followup


Six year followup

Impaction grafting with a low filling ratio avoids incomplete seating of the humeral stem (humerus captivus)


Impaction grafting a standard stem in revising a failed short stem



Impaction grafting a thin long stem  in humeral deformity



Impaction grafting after fracture fixation




Impaction grafting a thin standard stem enables easy, safe removal followed by new implant insertion should revision be necessary.

Thus "revisability" does not require "convertibility"



Returning to the observation stated at the beginning of this post: humeral component evolution is attributed to (a) mitigation of complications, (b) matching competitor features, and (c) responding to market forces. 

Impaction grafting of a thin, smooth stem is an approach for addressing  periprosthetic fracture, stress shielding from high canal-filling ratios, and early loosening. It is not driven by market forces. Impaction grafting can be used with any standard length stem (anatomic or reverse) combined with freely available autograft from the patient’s own humeral head that would otherwise be discarded.


Should we be thinking straight?




Beauty in Simplicity

Tundra Swan
Union Bay Natural Area

Disclosure. The author has no financial relationship with any manufacturer of the orthopaedic devices discussed in this post.



References of interest

1. The ASES Podcast (American Shoulder and Elbow Surgeons), Episode 155: standard, short, and stemless humeral components and convertible designs. Available at: https://www.youtube.com/watch?v=q_s_g8oQgPg

2. Razfar N, Reeves JM, Langohr GDG, Willing R, Athwal GS, Johnson JA. Comparison of proximal humeral bone stresses between stemless, short stem, and standard stem length: a finite element analysis. J Shoulder Elbow Surg. 2016;25(7):1076–1083. doi:10.1016/j.jse.2015.11.011. PMID 26810016.

3. Reeves JM, Langohr GDG, Athwal GS, Johnson JA. The effect of stemless humeral component fixation feature design on bone stress and strain response: a finite element analysis. J Shoulder Elbow Surg. 2018;27(12):2232–2241. doi:10.1016/j.jse.2018.06.002. PMID 30104100.

4. Synnott S, Langohr GDG, Reeves JM, Johnson JA, Athwal GS. The effect of humeral implant thickness and canal fill on interface contact and bone stresses in the proximal humerus. JSES Int. 2021;5(5):881–888. doi:10.1016/j.jseint.2021.05.006.

5. Aibinder WR, Uddin F, Bicknell RT, Krupp R, Scheibel M, Athwal GS. Stress shielding following stemless anatomic total shoulder arthroplasty. Shoulder Elbow. 2023. doi:10.1177/17585732211058804. PMID 36895609.

6. Raiss P, Edwards TB, Deutsch A, Shah A, Bruckner T, Loew M, Boileau P, Walch G. Radiographic changes around humeral components in shoulder arthroplasty. J Bone Joint Surg Am. 2014;96(7):e54. doi:10.2106/JBJS.M.00378. PMID 24695931.

7. Denard PJ, Raiss P, Gobezie R, Edwards TB, Lederman E. Stress shielding of the humerus in press-fit anatomic shoulder arthroplasty: review and recommendations for evaluation. J Shoulder Elbow Surg. 2018;27(6):1139–1147. doi:10.1016/j.jse.2017.12.020. PMID 29422391.

8. Sheth MM, Kahsai EA, Yang J, Whitson AJ, Matsen FA III, Hsu JE. What is the clinical importance of radiographic changes around the humeral component in anatomic shoulder arthroplasty? A minimum 4-year follow-up study. J Shoulder Elbow Surg.2025;34(8):1877–1885. doi:10.1016/j.jse.2024.11.024. PMID 39800107.

9. Denard PJ, Hsu JE, Whitson A, Neradilek MB, Matsen FA III. Radiographic outcomes of impaction-grafted standard-length humeral components in total shoulder and ream-and-run arthroplasty: is stress shielding an issue? J Shoulder Elbow Surg.2019;28(11):2181–2190. doi:10.1016/j.jse.2019.03.016. PMID 31272887.

10. Kim SC, Park JH, Bukhary H, Yoo JC. Humeral stem with low filling ratio reduces stress shielding in primary reverse shoulder arthroplasty. Int Orthop. 2022;46(6):1341–1349. doi:10.1007/s00264-022-05383-4.

11. Lee M, Chebli C, Mounce D, Bertelsen A, Richardson M, Matsen FA III. Intramedullary reaming for press-fit fixation of a humeral component removes cortical bone asymmetrically. J Shoulder Elbow Surg. 2008;17(1):150–155. doi:10.1016/j.jse.2007.03.032. PMID 18029200.

12. Boorman RS, Hacker SA, Lippitt SB, Matsen FA III. A conservative broaching and impaction grafting technique for humeral component placement and fixation in shoulder arthroplasty: the Procrustean method. Tech Shoulder Elbow Surg.2001;2(3):166–175. doi:10.1097/00132589-200109000-00004.

13. Hacker SA, Boorman RS, Lippitt SB, Matsen FA III. Impaction grafting improves the fit of uncemented humeral arthroplasty. J Shoulder Elbow Surg. 2003;12(5):431–435. doi:10.1016/s1058-2746(03)00053-3. PMID 14564262.

14. Lucas RM, Hsu JE, Gee AO, Neradilek MB, Matsen FA III. Impaction autografting: bone-preserving, secure fixation of a standard humeral component. J Shoulder Elbow Surg. 2016;25(11):1787–1794. doi:10.1016/j.jse.2016.03.008. PMID 27262410.

15. Lee et al. Stress shielding effects of short stem alignment and bone density in reverse shoulder arthroplasty. J Orthop Res. 2026. doi:10.1002/jor.70140.

16. Vasiliadis AV, Giovanoulis V, Lepidas N, Bampis I, Servien E, Lustig S, Gunst S. Stress shielding in stemmed reverse shoulder arthroplasty: an updated review. SICOT J. 2024;10:37. doi:10.1051/sicotj/2024029.

17. Ritter D, Raiss P, Denard PJ, Werner BC, Müller PE, Woiczinski M, Wijdicks CA, Bachmaier S. Volumetric humeral canal fill ratio effects primary stability and cortical bone loading in short and standard stem reverse shoulder arthroplasty: a biomechanical and computational study. J Imaging. 2024;10(12):334. doi:10.3390/jimaging10120334.

18. Kramer M, Olach M, Zdravkovic V, Manser M, Raiss P, Jost B, Spross C. The effects of length and width of the stem on proximal humerus stress shielding in uncemented primary reverse total shoulder arthroplasty. Arch Orthop Trauma Surg. 2024. doi:10.1007/s00402-023-05129-w.

19. John PB, Nageswaran S. Mechanobiological evaluation of solid and multiple porous humeral stem architectures in reverse shoulder arthroplasty based on design and materials: a finite element study. Front Bioeng Biotechnol. 2026;13:1675726. doi:10.3389/fbioe.2025.1675726.

20. Takayama K, Ito H. Association between the canal filling ratio and bone resorption in trabecular metal stems in reverse total shoulder arthroplasty: a radiographic analysis using tomosynthesis. JSES Int. 2024;8(5):1077–1086. doi:10.1016/j.jseint.2024.05.010.