Endobronchial ultrasound needles: does size matter?
Review Article

Endobronchial ultrasound needles: does size matter?

Shreya Kanth, Edward M. Pickering, Ashutosh Sachdeva, Van K. Holden

Section of Interventional Pulmonology, Division of Pulmonary Diseases & Critical Care Medicine, University of Maryland School of Medicine, Baltimore, MD, USA

Contributions: (I) Conception and design: S Kanth, VK Holden; (II) Administrative support: S Kanth, VK Holden; (III) Provision of study materials or patients: S Kanth, EM Pickering, A Sachdeva, VK Holden; (IV) Collection and assembly of data: S Kanth, VK Holden; (V) Data analysis and interpretation: All authors; (VI) Manuscript writing: All authors; (VII) Final approval of manuscript: All authors.

Correspondence to: Van K. Holden, MD. Section of Interventional Pulmonology, Division of Pulmonary Diseases & Critical Care Medicine, University of Maryland School of Medicine, 110 S. Paca Street, 2nd Floor, Baltimore, MD 21201, USA. Email: vholden@som.umaryland.edu.

Abstract: Endobronchial ultrasound guided sampling is a commonly performed endoscopy procedure. Despite its widespread use, the technical aspects of endobronchial ultrasound-guided transbronchial needle aspiration, including the selection of needle size, have not been standardized among operators or institutions. Furthermore, professional guidelines are vague regarding their recommendations in choosing a needle size for optimal sampling. Various factors such as operator training, type of needle, use of suction, needle-tissue interaction, sample handling, processing, and presence of rapid on-site cytopathologic evaluation may impact the diagnostic yield. This review focuses on the various needle sizes used in endobronchial ultrasound-guided transbronchial needle aspiration, specifically comparing diagnostic accuracy and adequacy of tissue sampling, with a focus on use in lung malignancy, sarcoidosis, and lymphoproliferative disorders. Additionally, the advantages and limitations of different needle sizes will be addressed.

Keywords: Bronchoscopy; fine-needle aspiration; lymph nodes; cancer staging; lung cancer


Received: 17 October 2019; Accepted: 26 November 2019; Published: 10 July 2020.

doi: 10.21037/shc.2019.11.14


Introduction

Transbronchial needle aspiration (TBNA) was first reported in 1949 (1), but it was not until 1978 that Wang et al. popularized the conventional TBNA technique for the diagnosis of paratracheal tumors with the use of a 23-gauge (G) esophageal varices needle. In this small case series, tissue diagnosis was established in 3 of the 5 patients, including one with small cell lung cancer (2). A flexible needle was specifically designed for TBNA in 1983 (3), and its efficacy in diagnosing sarcoidosis was demonstrated in 1989 (4). The advent of endobronchial ultrasound-guided (EBUS) TBNA has revolutionized mediastinal sampling over the past 15 years and is now recognized as a first-line diagnostic modality in the evaluation of patients with mediastinal and hilar lesions/lymphadenopathy (5-7). EBUS-TBNA is frequently utilized in the staging of suspected or established lung cancer, and it is additionally used for the diagnosis of unexplained lymphadenopathy and suspected granulomatous diseases or lymphoproliferative disorders (8-10).

Several needle sizes are commercially available, including 25-, 22-, 21-, and 19G, and are made of various materials (Table 1). Notably, professional guidelines are equivocal regarding the preferred needle size to be used for lymph node sampling, and there is conflicting data regarding the efficacy of differing needle sizes when it comes to diagnostic yield and adequate sampling. For example, the American College of Chest Physicians Guidelines from 2016 gave a Grade 1C recommendation to use “either a 21- or 22-G needle” in patients undergoing EBUS-TBNA (11), and there is no expert consensus regarding the use of other needle sizes, including 25 and 19G. The professed advantages of the 25G needle include better penetration, reduced specimen contamination with blood, and a decreased deformity of the needle (10). Unfortunately, the data supporting its use is sparse. Initial studies of the conventional 19G needle suggested increased tissue sampling size, which may be needed for histologic evaluation and advanced molecular testing (12,13). In general, it is thought that the 22- and 21G needles are sufficient for cytology, whereas a 19G needle may be used to obtain a tissue core for histopathologic evaluation (11). However, a direct comparison of all needle sizes has not been performed.

Table 1
Table 1 Overview of commercially available EBUS-TBNA needles
Full table

Recently, a flexible 19G EBUS-TBNA needle (Flex 19G; Olympus Respiratory America, Redmond, WA) became available for use, and there have since been several feasibility trials and prospective studies comparing this needle with smaller commercially available needles. A retrospective analysis by Tremblay et al. showed the Flex 19G needle to have high diagnostic rates for all indications (8). Furthermore, reports from Kinoshita et al. and Jones et al. suggest that the Flex 19G needle improves histopathologic analysis, which would allow for better subclassification of disease (14,15). Despite the theoretical advantages of a larger needle providing more tissue, a review of all the studies evaluating EBUS-TBNA needle size has not been thoroughly conducted to date. Herein, we examine the effect of needle size on overall diagnostic yield, outcomes in patients with sarcoidosis and lymphoproliferative disorders, and purported advantages and disadvantages of various EBUS-TBNA needle sizes.


Does needle size affect overall diagnostic yield and sampling adequacy?

There have been numerous studies comparing the quantity and quality of tissue samples obtained by different EBUS-TBNA needle gauges; however, the results from these studies are conflicting. Direct comparisons between studies are limited due to differences in procedural technique, use of rapid on-site cytopathologic evaluation (ROSE), and determination of adequate sampling (i.e., defined by ROSE, cytologic analysis, or histopathology). In addition, there are no studies comparing all sizes together, either prospectively or retrospectively.

Most commonly, the efficacy of the 21G needle compared to the 22G EBUS-TBNA needle has been investigated. Nakajima et al. compared tissue obtained from 45 lesions with both needle sizes, and sampling with the 22G was performed prior to use of the 21G needle. There was no difference in the cytopathologic diagnostic yield between groups, but there was improved histologic preservation in the 21G arm as well as increased quantity of tumor cells (16). Saji et al. also compared sampling yield and adequacy between the 21- and 22G needles; however, patients were assigned to either group in a non-randomized fashion. Overall, the combined cytologic and histopathologic diagnosis and sampling adequacy was higher in the 21G group. Notably, the rate of diagnosis with the 22G group was much lower than prior studies, which may be attributable to population bias, a lack of ROSE, and the low number of needle passes per patient and per lesion (less than 2) (17).

In a study by Oki et al., patients were prospectively randomized to undergo EBUS-TBNA with a 21- or 22G needle, with at least 2 punctures performed per target lesion. There was no significant difference in the histologic diagnostic yield or sampling adequacy between groups (18). Yarmus et al. conducted a retrospective review of 1,235 patients from an electronic registry including 6 centers in the United States. EBUS-TBNA technique at each of the centers was not highlighted but was determined at the discretion of the bronchoscopist. Again, there was no difference in diagnostic yield or sample adequacy per lymph node between needles sizes. However, with the availability of ROSE, it may be noted that there were a fewer number of needle passes per lymph node station in the 21G arm (19). An additional retrospective study by Jeyabalan et al. compared 21- and 22G samples in 303 patients referred to a university hospital in southwest England. The use of either needle was determined by the bronchoscopist, but histopathologists were blinded to the needle size. Ultimately, they concluded that there was no difference in the diagnostic yield in patients with malignancy; however, there was noted improved characterization of sarcoidosis in the 21G needle arm (20) (Table 2).

Table 2
Table 2 Summary of studies comparing 21G vs. 22G EBUS-TBNA needles
Full table

More recently, the efficacy of a flexible 19-gauge EBUS-TBNA needle has been investigated, with the thought that the larger needle size would increase the amount of diagnostic tissue obtained. Chaddha et al. prospectively compared the diagnostic yield of EBUS-TBNA in 27 patients with samples collected in an alternating manner, with both the Flex 19G and 22G needles, and kept in separate cell blocks. Overall, they found that there was no significant difference in diagnostic yield; however, the 19G needle yielded samples that were significantly less adequate (46% vs. 73%, P<0.001) and bloodier (59% vs. 19%, P<0.001) compared to the 22G needle passes. Adequacy was based on ROSE, defined by containing lesion cells, at least 40 lymphocytes/hpf, tangible body macrophages, or anthracotic pigment-laden macrophages (21). Studies by Wolters et al., Jones et al., and Dooms et al. again did not show any significant difference in the diagnostic yield of specimens obtained with the 19G needle compared to 21- or 22G needles (15,22,23). In a prospective observational study by Garrison et al., additional passes performed with a flexible 19G needle, after sampling with a 22G needle, revealed no difference in diagnostic yield when comparing each needle alone. However, sampling with the 19G needle in addition to the 22G needle resulted in a significantly increased diagnostic yield compared to the use of the 22G needle alone (24) (Table 3).

Table 3
Table 3 Summary of studies using the Flex 19G EBUS-TBNA needle
Full table

Lastly, the data comparing a 25G needle size is limited, with several studies looking at the use of this needle size in endoscopic ultrasound-guided biopsy of gastrointestinal malignancies. A retrospective study by Di Felice et al. comparing the use of 25- vs. 22G needles for EBUS-TBNA of 158 lymph nodes showed comparable specimen adequacy (92.4% vs. 92.4%, P=1) and diagnostic accuracy (98.2% vs. 94.3%, P=0.7) (25).

Although there have been a few conflicting results, a review of prominent relevant studies has consistently shown that the diagnostic yield is similar between all EBUS-TBNA needle sizes when assessing all sampled lesions together. Interestingly, one study revealed improved diagnostic yield using a 19G and 22G needle in alternating succession, which may derive the benefits of both a larger and smaller needle gauge. It is important to note, however, that other clinical endpoints including adequacy of histopathology samples, characterization of malignant subtypes and granulomatous disease, and the size of a tissue core may be optimized with specific needle gauges.


Does needle size affect diagnostic yield for sarcoidosis?

The ACCP guidelines give a Grade 1C recommendation that EBUS-TBNA be used for diagnosis in patients with suspected sarcoidosis with mediastinal or hilar adenopathy, without any recommendations regarding needle size (11). These expert consensus guidelines as well as a meta-analysis of 21 studies conducted by Agarwal et al. have cited a pooled diagnostic accuracy of 79% in patients with sarcoidosis (11,26). Interestingly, in the latter study, the diagnostic yield was significantly higher in studies using a 19G histology needle versus those using smaller gauges (26). A study by Tyan et al. also revealed an absolute higher diagnostic yield of 93% in a subgroup analysis of patients with sarcoidosis when using a 19G needle; however, this was not compared with other needle sizes (27).

A subgroup analysis of benign lesions in Jeyabalan et al. demonstrated superior characterization (especially for sarcoidosis) in 83% of 21G tissue samples compared to 60% of 22G tissue samples (P<0.01) (20). Similarly, in a retrospective analysis examining all three needle sizes by Jones et al., there was a higher rate of sub-characterization with the 19G needle in benign disease, especially in those with sarcoidosis (15). In contrast, a prospective randomized controlled trial by Muthu et al. comparing 21G with 22G needles revealed a lack of difference in yield in patients with sarcoidosis (28). Pickering et al. revealed discrepancies in the histologic diagnosis of granulomatous disease between a flexible 19G and 21G needle utilized in alternating fashion, and one patient would not have been diagnosed if only the 19G needle was used. Regardless, there were only a total of 10 patients ultimately diagnosed with sarcoidosis, and this sample size was too small to draw any conclusions (29).

In conclusion, there has not been a large prospective randomized controlled trial comparing the yield between all needle groups in the sarcoidosis population. However, subgroup analyses of available studies suggest that the use of a 19G needle may be of use, especially when trying to distinguish sarcoidosis from other benign pathologies. Large prospective, randomized controlled trials are needed, especially evaluating the newer flexible 19G needle. Regardless, the diagnostic yield for sarcoidosis can be optimized by utilizing a multi-modality approach: endobronchial biopsies, transbronchial biopsies, and EBUS-TBNA (30,31).


Does needle size affect diagnostic yield for lymphoma?

EBUS-TBNA is now generally accepted as an initial diagnostic modality in patients with suspected lymphoma. The ACCP guidelines provide an ungraded consensus-based statement supporting its initial use for this condition (11). However, it is important to highlight that both non-Hodgkin and Hodgkin’s lymphoma require evaluation of cell morphology, immunophenotyping and tissue architecture analysis to guide treatment, frequently necessitating larger histopathologic samples in addition to cytology. In the ACCP guidelines, a review of five retrospective case studies on patients undergoing EBUS-TBNA for suspected lymphoma revealed a pooled diagnostic accuracy of 68.7% (9,32-35). Kennedy et al. and Moonim et al. reported an even higher diagnostic yield of 89–91%; although, it is important to note that some patients required additional tissue sampling for sub-classification, despite the initial sample being considered diagnostic and especially for Hodgkin’s lymphoma (33,34). The sample processing was protocolized with triaging into different cell suspensions based on the results of ROSE (34).

A recent systematic review of fourteen studies (425 participants) evaluating EBUS-TBNA for lymphoma diagnosis reported an overall sensitivity of 66.2%. Notably, when evaluating subgroups, there were no statistically significant differences in overall and new diagnosis of lymphoma between needle sizes. However, the sensitivity increased from 63% to 82% when using a 22G needle in patients with suspected lymphoma recurrence compared to using 21G needles. This review was limited by high heterogeneity among studies, and the 19G needle was not compared (36). The use of a 19G needle via endoscopic ultrasound (EUS) in a study by Yasuda et al. was very effective at diagnosing (97%) and subtyping (89%) lymphoproliferative disease, but there was no comparison arm using smaller gauge needles (37).

In a recent retrospective analysis by Grosu et al., EBUS-TBNA with the use of a 22G needle could establish a diagnosis of lymphoma in 84% of cases, with 77% of these samples subclassified by flow cytometry and immunohistochemical analysis (38). Their EBUS-TBNA technique was different prior studies, such as Iqbal et al. (32), as they performed an average of 5 passes per lymph node with a 22G needle, with performance of cell counts to obtain 1 million cells, rather than subjective estimates of visible cores. There was no comparison to other needle sizes.

Regarding subtyping, studies by Nason et al. and Ko et al. have both demonstrated success in about 70% of cases (39,40), using primarily 22G needles, but the needle size was not always recorded. All in all, there is a paucity of data comparing diagnostic yield and ability to subtype lymphoma between needle sizes, especially with the flexible 19G needle. Furthermore, subtyping may be less important in cases of recurrent disease, and a smaller needle gauge may be acceptable. Altogether, studies have shown that diagnosing and subtyping lymphoma is possible, especially with the use of ROSE, but more studies are needed to make any definitive conclusions regarding the optimal EBUS-TBNA needle size.


Are there additional benefits to certain needle sizes?

The need for increased tissue samples for immunophenotyping, molecular studies, and next-generation sequencing (NGS) raises the question as to whether the larger needle sizes provide more tissue and increase the sample adequacy.

In regard to overall tissue size obtained with the 19G needle, tissue core procurement by measuring absolute tissue area, mean cell area, and sample weight have all been investigated. A study by Dooms et al. revealed a trend towards larger tissue area with a 19G needle; however, this did not alter the diagnostic yield or the success of NGS (22). Conversely, an investigation by Pickering et al. showed that the cellular material obtained by a flexible 19G needle was significantly greater compared to a 21G needle, with a subgroup analysis revealing increased cell area in the malignant patient population. Additionally, there was about 40% more tissue obtained with each pass with the 19G needle. Enough material was obtained for all designated tumor biomarker testing requested; although, NGS adequacy was not evaluated as part of this study (29). Recently, Wolters et al. compared sample weight in EBUS-TBNA using a 19- and 22G needle, demonstrating no difference in diagnostic yield; however, there was a significantly higher number of quantified tumor cells in the 19G group. The authors noted that this could have implications for additional molecular workup of patients, but this remains to be investigated (23).

Overall, the 19G needle provides larger tissue area and cellular material; however, none of the studies that demonstrated that this has played a significant role in altering the diagnostic yield. As the molecular work-up and immunophenotyping of tumors becomes more advanced, larger tissue samples may be warranted, thus necessitating the use of a 19G EBUS-TBNA needle.


Are there any disadvantages to certain needle sizes?

In regard to adverse effects, review of all aforementioned studies did not reveal any significant difference in complications (such as significant bleeding or barotrauma) between needle sizes. In the study by Tremblay et al. examining cases of EBUS-TBNA with a flexible 19G needle, there was one noted case of significant hemoptysis (<50 mL) that was managed by reinsertion of the bronchoscope to suction retained blood in the airways, after which no active bleeding was noted. In this same study, there was one case where the operator could not penetrate the target lesion with the 19G needle, and it was sampled with a 21G needle instead (8). This may be due to the increased stiffness of the 21G needle. However, there were 2 patients in the Pickering et al. study in which the lesion could not be sampled with either the 19- or 21G needles (29).

The overall complication rate with EBUS-TBNA is low, 0.97–1.23% in some studies (41,42). The most common complications are hemorrhage, infection, and pneumothorax (42). Although not explicitly noted in the reviewed studies, there is the possibility of specific complications and technical difficulties when using certain EBUS needles. Stiffer needles, such as the 21G Vizishot, allow for smoother penetration but are not ideal for accessing difficult nodal sites (e.g., 4L and 10R). On the contrary, more flexible needles, such as the Flex 19G, facilitate sampling of more difficult to access areas. This flexibility also affects the angle of entry and trajectory as highlighted in Figure 1. Breakage of the needle has previously been reported with a rate of 0.20% (42). Such an event has occurred with the Flex 19G needle (Figure 2). Additionally, the Flex 19G needles are more costly compared to the 21- and 22G EBUS-TBNA needles.

Figure 1 Comparison of needle trajectories. (A) Ultrasound image of the Flex 19G needle in a subcarinal lymph node. (B) Ultrasound image of an Olympus 21G needle in the same lymph node. (C) Ultrasound image of the needle tracks demonstrate that the angle of entry and trajectory is steeper with the stiffer 21G needle (blue line) compared to the Flex 19G needle (red line).
Figure 2 Case of a broken 19G needle. (A) Bronchoscopic image of a patient with saber-sheath trachea. (B) Image of the EBUS-TBNA needle entry to sample lymph node station 4R in the same patient. (C,D) Broken Flex 19G needle due to attempts to puncture through the tracheal wall.

Overall, a more tailored approach to accessing individual nodes is ideal, and if possible, the use of a combination of various needle sizes and flexibility capabilities is optimal. However, given the increased cost of the newer larger EBUS needles, this may not always be possible.


Conclusions

In summary, when comparing EBUS-TBNA needle sizes, there appears to be no difference in overall diagnostic yield and tissue sampling. However, it is important to consider a more tailored approach in various subpopulations, such as patients with suspected sarcoidosis and lymphoma. If the clinical diagnosis is unclear, there is a suspicion for either granulomatous disease or lymphoma, or there is a need for increased tissue for molecular testing and immunophenotyping, it may be prudent to use a 19G needle or even two needle sizes in alternating fashion. Multiple factors should be taken into account when selecting needle size, including the accessibility of a lymph node station, EBUS scope engagement, presence of intra-nodal vessels, and desired penetrability when sampling.

All in all, more randomized prospective studies comparing the Flex 19G needle in the aforementioned subpopulations are needed. Future studies may also include newly available needles (e.g., Olympus Vizishot 2 series) and fine needle biopsy devices (e.g., Boston Scientific Acquire, Cook Medical ProCore, Medtronic SharkCore Minneapolis, MN, USA).


Acknowledgments

None.


Footnote

Conflicts of Interest: The authors have no conflicts of interest to declare.

Ethical Statement: The authors are accountable for all aspects of the work in ensuring that questions related to the accuracy or integrity of any part of the work are appropriately investigated and resolved.


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doi: 10.21037/shc.2019.11.14
Cite this article as: Kanth S, Pickering EM, Sachdeva A, Holden VK. Endobronchial ultrasound needles: does size matter? Shanghai Chest 2020;4:24.

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