Expandable Interbody Implant Locking for Multi-Approach Placement

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Solution Overview

Problem

Existing intervertebral fusion devices face challenges in achieving precise placement and restoring disc height while accommodating various surgical approaches, often leading to iatrogenic pathologies due to improper alignment and extensive surgical access requirements.

Innovation Solution

An expandable fusion device with an adjustable orientation, internal automatic lock, and the ability to expand in height, allowing insertion from multiple approaches and ensuring precise spinal alignment.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a solid bone implant or fixed fusion device is used, then the structural stability is provided, but the adaptability to various surgical approaches is limited and precise placement is difficult

Engineering Contradiction:
Improveadaptability to various surgical approachesVSAvoiddevice complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The fusion device incorporates an expandable cage structure that can dynamically change its configuration from a compressed insertion state to an expanded functional state. The cage includes expandable walls that can be actuated to adjust the anteroposterior dimension, allowing the same device to adapt to different surgical approaches (anterior, lateral, posterior) and patient anatomies without requiring multiple specialized implants.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The fusion device is divided into modular components including an expandable cage, endplates, and interlocking mechanisms. The cage is segmented into expandable walls that can be independently actuated, and the device includes separate insertion tools and locking mechanisms that can be applied to different approaches. This modular segmentation enables the device to be customized for various surgical pathways while maintaining a single unified implant design.

Inventive Principle:
Principle #1Segmentation

2Ease of operation

If the interbody device is inserted at collapsed height, then the ease of insertion is improved, but the disc height restoration is insufficient

Engineering Contradiction:
Improveease of insertionVSAvoiddisc height restoration
Core Design Contradiction:
Ease of operationVSLength of moving object

Solution Approach 1:

The fusion device is designed to be inserted in a pre-compressed or collapsed state, reducing the profile size for easier navigation through the disc space and minimizing resistance during insertion. The expandable cage is compressed to a compact configuration that can be readily placed, and then expanded in situ to the desired height to restore disc spacing. This preliminary compression action enables ease of insertion while preserving the ability to achieve full height restoration after placement.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The device transitions dynamically from a compressed insertion configuration to an expanded functional configuration. The expandable cage includes walls that can be actuated to increase the anteroposterior dimension, allowing the device to restore disc height after insertion. This dynamic expansion capability enables the device to achieve both easy insertion (in compressed state) and adequate height restoration (in expanded state).

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If the surgical access window is enlarged, then the ease of placement is improved, but the iatrogenic pathologies increase

Engineering Contradiction:
Improveease of placementVSAvoidiatrogenic pathologies
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The expandable cage allows the device to be inserted through a smaller access window in a compressed state and then expanded to the full functional size within the disc space. This dynamic expansion capability eliminates the need for large surgical corridors, reducing soft tissue disruption and the risk of iatrogenic injuries to surrounding structures. The cage expands from a compact insertion profile to a full-size functional profile, enabling placement through minimally invasive approaches.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The device is segmented into an expandable cage with multiple actuable walls, allowing progressive expansion within the disc space. This segmentation enables the device to be introduced through a small opening and then expanded incrementally to the required size, minimizing the surgical access window while maintaining ease of placement. The modular expandable structure allows the device to grow from a compact insertion configuration to a full functional configuration without requiring a large initial surgical corridor.

Inventive Principle:
Principle #1Segmentation

4Adaptability or versatility

If the interbody device is designed for a specific approach, then the manufacturing precision is improved, but the adaptability to different approaches is reduced

Engineering Contradiction:
Improveadaptability to different approachesVSAvoidplacement precision
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The fusion device is designed as a universal implant that can be applied to multiple surgical approaches (anterior, lateral, posterior) through a single standardized expandable cage design. The endplates and cage structure are configured to accommodate different insertion pathways while maintaining precise placement capabilities. The expandable mechanism provides a common platform that can be adapted to various approaches without requiring multiple approach-specific implant designs, thereby maintaining manufacturing precision through standardized production processes.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The expandable cage structure provides a dynamic platform that can be inserted in a compressed state and then expanded to the full functional size, allowing the same device to be used for different surgical approaches. The expandable walls and interlocking mechanisms are designed to accommodate various insertion pathways while maintaining placement precision. This dynamic design enables a single universal implant to serve multiple surgical approaches, eliminating the need for approach-specific customized implants.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentEP4574097B1Expandable intervertebral interbody implants
Publication Date: 2026.03.11 GLOBUS MEDICAL INC
  • EP4574097B1 patent drawingFigure 1A
  • EP4574097B1 patent drawingFigure 1B
  • EP4574097B1 patent drawingFigure 1C

AI summary

Expandable fusion devices, systems, instruments, and methods thereof. The expandable fusion implant may include an upper endplate (20; 220) and a lower endplate (22; 222) configured to engage adjacent vertebrae, an expansion gear (24; 224) configured to adjust a height of the upper endplate (20; 220), a locking collar (26; 226) configured to attach to an inserter instrument (12; 212) at multiple orientations for a desired surgical approach, and an actuation ram (228) configured to lock, unlock, or change insertion orientation of the locking collar (26; 226). The expandable fusion device is attachable to the inserter instrument (12; 212) to reorient the locking collar (26; 226) and expand the upper endplate (20; 220).