Distinguishing Lumbar Degenerative Joint Disease, Radiculopathy, and Myelopathy
Lumbar degenerative joint disease (DJD) causes axial back pain from structural degeneration; radiculopathy produces nerve root dysfunction with dermatomal pain and neurological deficits; and true myelopathy does not occur in the lumbar spine because the spinal cord ends at L1-L2, making "lumbar myelopathy" a misnomer—what clinicians may call lumbar myelopathy is actually cauda equina syndrome.
Lumbar Degenerative Joint Disease (DJD)
Core Pathophysiology
- DJD represents structural degeneration of the three-joint complex (one intervertebral disc and two facet joints) at each spinal level, progressing through mechanical stress, inflammatory changes, and eventual multilevel involvement 1, 2.
- Degeneration starts in one joint and eventually involves all three joints of the three-joint-complex, later affecting levels above and below through mechanical changes 3.
- DJD is a pathologic process influenced by mechanical stress and inflammation, not simply normal aging 2.
Clinical Presentation
- Primary symptom is axial low back pain localized to the lumbar region without radiation below the knee 1.
- Pain is mechanical in nature—worsens with activity, improves with rest 4.
- No dermatomal radiation, no neurological deficits (weakness, sensory loss, reflex changes) unless neural compression develops 1.
- Degenerative changes on imaging correlate poorly with symptoms—many asymptomatic individuals have significant radiographic degeneration 1.
Imaging Features
- MRI demonstrates disc degeneration, facet joint arthropathy, endplate changes (Modic changes), and osteophyte formation 2, 5.
- Modic type 1 changes indicate active vertebral inflammation and are specific predictors of concordant pain 1, 5.
Lumbar Radiculopathy
Core Pathophysiology
- Radiculopathy is dysfunction of a nerve root associated with pain, sensory impairment, weakness, or diminished deep tendon reflexes in a nerve root distribution 1.
- Caused by mechanical compression or inflammation of nerve roots from disc herniation, foraminal stenosis, or osteophytes 1, 5.
- More than 90% of symptomatic lumbar disc herniations occur at L4/L5 and L5/S1 levels 6.
Clinical Presentation
- Sciatica is the hallmark—pain radiating down the leg below the knee in sciatic nerve distribution 1, 6.
- Dermatomal sensory deficits: L4 (medial leg/foot), L5 (lateral leg/dorsal foot), S1 (lateral foot/heel) 6.
- Motor weakness in specific patterns: L4 (knee extension/patellar reflex), L5 (great toe/foot dorsiflexion), S1 (foot plantarflexion/ankle reflex) 6.
- Positive straight-leg raise test (30-70 degrees) has 91% sensitivity for herniated disc; crossed straight-leg raise is more specific (88%) but less sensitive (29%) 6.
Diagnostic Algorithm
- Clinical diagnosis based on dermatomal pain pattern plus corresponding neurological deficits 1, 6.
- MRI is NOT indicated initially—only order if patient is surgical candidate or symptoms persist beyond 4 weeks of conservative management 6.
- Imaging findings must correlate with clinical symptoms to avoid unnecessary intervention 6, 5.
Management Pathway
- Conservative management for minimum 6 months unless red flags present: physical therapy, activity modification, neuropathic pain medications (gabapentin, pregabalin) 4, 6.
- Surgical indications: cauda equina syndrome, progressive neurological deficits, or severe disabling pain refractory to 6 months conservative therapy 6.
- Simple discectomy without fusion is appropriate for isolated radiculopathy without chronic axial pain or instability 6.
"Lumbar Myelopathy" vs. Cauda Equina Syndrome
Critical Anatomical Distinction
- The spinal cord terminates at L1-L2 level—below this are only nerve roots (cauda equina), not spinal cord 1.
- True myelopathy cannot occur in the lumbar spine because there is no spinal cord to compress at lumbar levels.
- What clinicians may incorrectly term "lumbar myelopathy" is actually cauda equina syndrome—compression of multiple nerve roots from lower cord segments 1.
Cauda Equina Syndrome Presentation
- Urinary retention or incontinence from loss of sphincter function (90% sensitivity for cauda equina) 1, 6.
- Bilateral motor weakness of lower extremities 1.
- Saddle anesthesia—sensory loss in perineal/perianal region 1.
- Bowel incontinence may occur 6.
Emergency Management
- Cauda equina syndrome requires emergency surgical decompression—delays result in permanent neurological damage 6.
- Immediate MRI and urgent surgical consultation are mandatory 6.
Differentiating the Three Conditions
Pain Pattern
- DJD: Axial back pain only, no leg radiation 1.
- Radiculopathy: Dermatomal leg pain below knee, may have back pain 1, 6.
- Cauda equina: Bilateral leg symptoms, perineal numbness, sphincter dysfunction 1, 6.
Neurological Examination
- DJD: Normal motor, sensory, and reflex examination 1.
- Radiculopathy: Unilateral dermatomal sensory loss, specific motor weakness, diminished reflex in nerve root distribution 1, 6.
- Cauda equina: Bilateral motor weakness, saddle anesthesia, absent ankle reflexes bilaterally 1, 6.
Imaging Correlation
- DJD: Degenerative changes without neural compression; imaging findings often do not correlate with symptoms 1, 2.
- Radiculopathy: Nerve root compression (disc herniation, foraminal stenosis) at level corresponding to clinical symptoms 1, 5.
- Cauda equina: Massive central disc herniation or severe central canal stenosis compressing multiple nerve roots 1.
Common Pitfalls to Avoid
- Do not equate radiographic degeneration with clinical significance—degenerative changes are common in asymptomatic individuals and correlate poorly with symptoms 1.
- Do not order MRI for acute radiculopathy—imaging is only indicated if patient is surgical candidate or symptoms persist beyond 4 weeks 6.
- Do not delay surgical consultation for suspected cauda equina syndrome—urinary retention has 90% sensitivity and requires emergency intervention 6.
- Do not use the term "lumbar myelopathy"—the spinal cord ends at L1-L2; compression below this level affects nerve roots (cauda equina), not spinal cord 1.
- Do not perform fusion for isolated radiculopathy—simple discectomy is sufficient unless chronic axial pain or instability present 6.