Major open hepato-pancreatic-biliary (HPB) surgeries have become performed with increasing frequency due to a rising incidence of major HPB diseases, notably hepatocellular carcinoma and pancreatic cancer (
1,
2). Overall mortality of major HPB surgeries stands at less than six percent, however complication rates (and thus morbidity) has remained high at over 25% (
3). Accordingly, enhanced recovery after surgery (ERAS) programs have become widespread in the last decade due to their demonstrated success in reducing mortality, morbidity and hospital length of stay (LOS) (
4). A critical element of ERAS programs is perioperative and postoperative analgesia. Not only does effectively administered analgesia enable greater patient satisfaction by minimising acute postoperative pain, but through alleviating the acute physiological stress response to surgery it facilitates enhanced recovery outcomes including early mobilisation and return to normal activity, reduced length of hospital stay, and reduced cardiac, respiratory and gastrointestinal postoperative complications leading to improved long-term patient survival rates (
5).
The optimal analgesic regime for surgical procedures is a critical clinical question that remains under ceaseless debate as the field of anaesthesia evolves. A multimodal approach combining regional anaesthesia, centrally-acting analgesics such as paracetamol, and drugs with a peripheral nonsteroidal anti-inflammatory effect is recommended to minimise the opioid-related side effects while maintaining an effective level of pain control (
6). Epidural analgesia has been considered the cornerstone analgesic modality for major surgeries due to its ability to provide superior postoperative pain control (as measured by visual analogue pain scores at rest and on movement) compared to intravenous opioid administration (
7). This is regardless of the type of surgery, type and time of pain assessment, analgesic agent, and epidural regimen (
8,
9). It has been recognised that excellent postoperative pain control alleviates the strain on intensive care unit resources, and an increasing trend in regional anaesthesia use has contributed to the ascent in the use of epidural analgesia in major surgeries (
10).
In addition to improved analgesia, epidural analgesia is perceived to confer a whole host of additional benefits culminating in reduced postoperative morbidity. These include reduced incidence of cardiovascular, thromboembolic, and pulmonary complications, reduced incidence of postoperative ileus, and reduced requirement for additional opioid analgesia (
11). The proposed mechanism by which epidural analgesia achieves these therapeutic outcomes is by mitigating the surgical stress and autonomic reflex responses following major surgeries (
12). More specifically, it is postulated that epidural analgesia alleviates the catecholamine surge leading to increased cardiovascular workload and myocardial oxygen requirements, in addition to the hypercoaguable state following major surgery (
13,
14). Furthermore physiological disturbances impairing pulmonary function are minimised, and gastrointestinal motility is preserved by infusion of local anaesthetics into the thoracic epidural space as sympathetic stimulation is blocked at the same time as parasympathetic innervation is maintained (
15,
16).
Accordingly a meta-analysis of randomised studies conducted by Rodgers and colleagues in 2000 involved 141 trials and a total of 9559 patients, and found that neuraxial blockade reduced the likelihood of respiratory depression by 59%, pulmonary embolism by 55%, deep vein thrombosis by 44%, pneumonia by 39%, and myocardial infarction by 33% (all P < 0.001) (
8). However this study examined primarily single-dose epidural protocols in major orthopaedic surgeries. In contrast, the standard protocol for epidural analgesia in major HPB surgery is continuous infusion of local anaesthetic at the thoracic level. The stress response mitigation associated with epidural analgesia is more marked in lower body procedures than in major abdominal and thoracic procedures (
17).
A large international and multicenter landmark randomised controlled trial (RCT) found that combined intraoperative epidural and general anaesthesia in addition to postoperative epidural analgesia did not significantly reduce the incidence of most complications in high-risk patients undergoing major abdominal surgery (
7). The RCT found no significant statistical difference in the incidence of major cardiovascular complications or postoperative mortality, but determined that respiratory failure was significantly reduced by epidural analgesia (P = 0.02). Correspondingly, a 2004 review of epidural analgesia in gastrointestinal surgery by Fotiadis et al. concurred that epidural analgesia does not reduce the incidence of thromboembolism or cardiac morbidity in gastrointestinal surgery, but is associated with fewer respiratory complications, reduced duration of postoperative ileus and decreased hospital costs (
16). Given the variability between studies in epidural regimens used, surgical operations examined, and conditions under which research was conducted, it is difficult to draw a definite conclusion on what post-operative morbidity benefits epidural analgesia confers.
Despite its popularity, epidural analgesia is not without its critics. In addition to doubts regarding its benefit on post-surgical morbidity and mortality, there exist concerns on complication risk especially since epidural is an invasive, high-cost, labour-intensive technique. Incidence of hypotension and bradycardia has been demonstrated to be increased following epidural anaesthesia (
18). It has been suggested that continuous infusion of epidural analgesia may compromise pancreatic-enteric anastomotic healing and raise the risk of anastomotic leak (
19). Furthermore epidural anaesthesia presents with an increased risk of epidural hematoma formation - a rare but fatal complication - secondary to coagulation changes after HPB surgery (
20). This risk is present even in patients with normal preoperative coagulation undergoing uncomplicated hepatectomy (
21). It is critical to remove the epidural catheter in a timely manner to minimize postoperative coagulation disturbances (
22). Hence despite its proven analgesic efficacy, epidural analgesia may not have the optimal safety profile for patients undergoing major HPB surgery.
Multiple studies have highlighted high rates of epidural failure and epidural-related complications in pancreaticoduodenectomy patients - an important subclass of patients undergoing major HPB surgery. A retrospective observational study conducted at a high-volume surgical centre in Melbourne, Australia examined epidural failure rates and complications in 150 patients undergoing pancreaticoduodenectomy between 2004 - 2012, and determined a high epidural failure rate (conversion to opioid analgesia, or epidural related complication) of 63% (
23). Given the technically challenging nature of major open HPB surgeries such as pancreaticoduodenectomy and the poor health profile of patients undergoing this type of surgery - generally being of elderly age and afflicted with multiple comorbidities - such a prominent adverse effect profile for epidural analgesia is unacceptable.
Given the concerns raised with epidural analgesia in the context of major open HPB surgery, intrathecal or spinal anaesthesia has emerged as a promising best practice yielding better patient outcomes. Intrathecal anaesthesia is a simpler and quicker alternative neuraxial anaesthesia technique, with a lower rate of technical failure (
6). A meta-analysis by Meylan et al. assessing 645 patients over twenty-seven studies found that intrathecal morphine reduces pain at rest and on movement on the first postoperative day after major abdominal surgery with low complication risk (
24).
Additionally, intra-operative and post-operative opioid requirements were found to be significantly reduced up to 48 hours after surgery. The primary concern with intrathecal morphine is the increased risk of postoperative respiratory depression (
25). Consequently patients who have been managed with intrathecal opioid analgesia require close monitoring in an post-anaesthetic care unit (PACU) or intensive care unit (ICU) post-operation, and naloxone is administered to reverse opioid-induced respiratory depression. Accordingly a growing number of hospitals worldwide have adopted intrathecal morphine as a first choice perioperative analgesia for major open hepato-pancreatic-biliary surgery (
26). Nonetheless the debate continues as to the optimal analgesic modality for major hepato-pancreatic-biliary surgery.
This review aims to systematically evaluate the literature comparing intrathecal morphine analgesia to other analgesic modalities following major open hepato-pancreatic-biliary surgery and assess the effects on analgesia and postoperative complications. These are chief outcomes in evaluating the success of an analgesic modality.