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Hallux Valgus — MS Ortho
Definition
Hallux valgus (HV) is a complex 3D deformity of the first ray characterised by:
- Lateral deviation of the great toe at the first metatarsophalangeal (MTP) joint
- Medial deviation (varus) of the first metatarsal (metatarsus primus varus)
- Pronation of the hallux on its longitudinal axis
- Medial prominence of the first metatarsal head (bunion - bone + bursa)
- Lateral subluxation of the sesamoid apparatus
It is the most common forefoot deformity and affects women far more than men. It is frequently bilateral.
Anatomy of the Deformity
Severe hallux valgus: HVA = 52°, IMA = 20°, sesamoids laterally dislocated. (Campbell's Operative Orthopaedics, 15th Ed)
The key pathoanatomic associations are:
| Feature | Description |
|---|
| Metatarsus primus varus | Medial angulation of 1st metatarsal - widens IMA |
| Wide intermetatarsal angle | Between 1st and 2nd metatarsals |
| Sesamoid sling dislocation | Sesamoids shift laterally, become deforming force |
| Hallux pronation | As metatarsal head moves medially, toe pronates |
| Incongruent MTP joint | Subluxation of proximal phalanx laterally on metatarsal head |
| Increased DMAA | Distal metatarsal articular angle - articular surface tilts laterally |
| Bunion formation | Medial eminence hypertrophy + adventitial bursa |
The vicious cycle: With increasing deformity, the sesamoid sling (with all intrinsic muscles) rotates off the plantar surface of the metatarsal head. The sesamoids then act as a valgus deforming force, while the intrinsic-extrinsic muscle balance is lost, worsening the deformity progressively.
Etiology
The cause remains controversial. Contributing factors include:
- Genetic / familial - strongest association, especially in adolescents
- Tight/narrow footwear - accelerates development; highest HV rates in shoe-wearing populations
- Hypermobility of first ray - TMT1 joint laxity contributes (controversial)
- Pronated flatfeet - altered foot mechanics
- Abnormal insertion of posterior tibial tendon
- Increased obliquity of first metatarso-medial cuneiform joint - predisposes to metatarsus primus varus
- Rheumatoid arthritis - causes severe HV with MTP joint destruction
The strongest evidence supports lateral deviation of the great toe as the primary deformity in adults, with medial metatarsal angulation being secondary. In adolescents, metatarsus primus varus may be the principal driver.
Clinical Features
Symptoms:
- Pain over the medial eminence (bunion pain) - most common complaint
- Difficulty fitting shoes (narrow toe box)
- Second toe deformity/pain - often the primary complaint in advanced cases
- Metatarsalgia - pain under 2nd metatarsal head (first ray defunctioned)
- Plantar callosity beneath 2nd MTP joint
- Corn on medial aspect of 1st MTP or dorsum of 2nd toe
Signs:
- Lateral deviation of hallux, medial prominence at 1st MTP
- Bunion - swelling (bone + bursa) over medial eminence
- Pronation of hallux (nail facing medially)
- Hammer/claw deformity of 2nd toe
- Reduced/painful range of motion at 1st MTP (if OA has developed)
- Palpable sesamoids in lateral position (normally plantar)
- Assess: arch height, lesser toes, plantar callosities, gastrocnemius contracture, TMT1 hypermobility
Radiographic Evaluation
Standard: Weight-bearing AP and lateral radiographs of the foot
Key Angles
| Measurement | Normal | Hallux Valgus |
|---|
| Hallux Valgus Angle (HVA) | < 15° | > 15° |
| Intermetatarsal Angle (IMA) | < 9° | > 9° |
| Distal Metatarsal Articular Angle (DMAA) | < 10° | Often elevated |
| Proximal Phalangeal Articular Angle (PAA) | < 7-10° | May be elevated |
| Sesamoid position | Graded 1-7 (tibial sesamoid to lateral) | Grade 5-7 = fully dislocated |
Severity Classification (by HVA + IMA):
| Severity | HVA | IMA |
|---|
| Mild | 15-20° | 9-11° |
| Moderate | 20-40° | 11-18° |
| Severe | > 40° | > 18° |
MTP Joint Congruency (critical for planning):
- Congruent joint - articular surfaces parallel; deformity is within the joint surfaces (DMAA elevated); correcting by moving the metatarsal head only would leave an incongruent joint - requires correction at the articular level
- Incongruent joint - subluxated; metatarsal head can be realigned with soft-tissue + osteotomy
Treatment
Non-operative (First line)
- Wide toe box shoes
- Bunion pads / toe spacers
- Night splints (do NOT correct deformity permanently)
- Activity modification
- Treat pain but cannot correct the structural deformity
- Operative correction for cosmetic reasons alone is NOT indicated (except in progressive adolescent deformity)
Surgical Treatment
Indications:
- Persistent pain despite adequate non-operative management
- Progressive deformity
- Significant functional limitation
- NOT cosmesis alone (10% dissatisfaction rate with surgery)
Surgery is guided by:
- Severity of deformity (HVA, IMA, DMAA)
- MTP joint congruency
- Presence of arthritis
- Age and activity level
- First TMT joint hypermobility
- Adolescent vs adult
Surgical Options by Severity
A. Soft-tissue Procedures Alone
Modified McBride Procedure (Soft-tissue realignment)
- Indications: Mild-to-moderate HV with congruent joint; IMA < 13°; HVA < 25°; age > 55 years
- Components:
- Medial eminence resection
- Adductor hallucis tenotomy (from fibular sesamoid)
- Lateral capsulotomy of 1st MTP
- Fibular sesamoidectomy (McBride) OR lateral FHB release (modified - avoids hallux varus)
- Medial capsular imbrication (capsulorrhaphy)
- Note: Original McBride included fibular sesamoidectomy - now considered too aggressive due to hallux varus risk
B. Distal Metatarsal Osteotomies
Chevron Osteotomy (Austin Procedure)
- Indications: Mild-to-moderate HV; HVA < 35-40°; IMA < 15°; age < 50 years preferred
- Technique: V-shaped (60°) osteotomy through the metatarsal head - capital fragment displaced laterally 3-5 mm
- Combined with medial eminence resection and medial capsulorrhaphy
- Fixation: K-wire or cortical screw
- Results: 85-95% good results
- Advantages: Through cancellous bone (stable, good healing), minimal shortening, inherent stability
- Modified extracapsular chevron is the current workhorse for mild-moderate deformity
Akin Osteotomy (proximal phalanx)
- Medially-based closing wedge osteotomy at base of proximal phalanx
- Corrects hallux valgus interphalangeus (deformity distal to MTP joint)
- Corrects ~8° valgus per 2.5-3 mm of wedge removed
- Used as adjunct to other osteotomies; rarely indicated alone
C. Shaft Osteotomies
Scarf (Z) Osteotomy
- Indications: Mild-to-moderate HV; IMA 11-18°; HVA 20-40°
- Technique: Z-shaped osteotomy along the shaft of 1st metatarsal; capital fragment displaced laterally
- Can also correct DMAA, lengthen/shorten metatarsal, plantarflex capital fragment
- Fixation: 2 cortical screws
- Complication: "Troughing" (metatarsal collapse into plantar fragment - prevented by not shortening the short arms excessively)
Ludloff Osteotomy
- Oblique shaft osteotomy; used for moderate-severe deformity
D. Proximal/Basal Metatarsal Osteotomies
Used for severe HV with IMA > 15°:
| Osteotomy | Type |
|---|
| Proximal chevron | Medially-based closing wedge at base of 1st MT |
| Crescentic (Mann) | Rotational correction proximally |
| Opening wedge | Lateral-based opening wedge |
Combined distal soft-tissue + proximal osteotomy is the classic operation for moderate-severe HV.
E. First TMT Joint Arthrodesis (Lapidus Procedure)
Modified Lapidus:
- Indications:
- Severe HV with IMA > 15°
- Hypermobile/unstable TMT1 joint
- Recurrent HV after previous osteotomy
- Adolescent HV with open physis (relative)
- Technique: Arthrodesis of 1st metatarso-medial cuneiform joint + adductor release + medial capsulorrhaphy
- Corrects the deformity at its root (metatarsus primus varus)
F. First MTP Joint Procedures
Keller Resection Arthroplasty
- Resection of proximal 1/3 of proximal phalanx
- Indications: Elderly, low-demand patients; HVA < 25°; age > 55 years; arthritis of 1st MTP
- Disadvantages: Weakness of push-off (cock-up hallux), transfer metatarsalgia, shortening; high recurrence without fusion
First MTP Joint Arthrodesis
- Gold standard for: Severe HV with MTP OA; rheumatoid HV; neuromuscular HV; recurrent/failed previous surgery; cerebral palsy HV
- Position: 10-15° valgus, 25-30° dorsiflexion (relative to floor)
- Best long-term outcomes and lowest recurrence rate
- Akin osteotomy may be added for hallux valgus interphalangeus
Age-Based Surgical Approach Summary
| Patient Profile | Preferred Surgery |
|---|
| Mild HV, congruent joint | Modified McBride (soft tissue) |
| Mild-moderate, IMA < 15° | Chevron ± Akin |
| Moderate, IMA 11-18° | Scarf osteotomy |
| Moderate-severe | Distal soft tissue + proximal osteotomy |
| Severe / TMT1 hypermobile | Lapidus arthrodesis |
| Elderly, arthritic | Keller or 1st MTP fusion |
| Rheumatoid / neuromuscular | 1st MTP fusion |
| Adolescent, progressive | Lapidus (if TMT1 open) or epiphysiodesis |
Complications
General:
- Recurrence (most common, esp. with inadequate IMA correction or ligamentous laxity)
- Transfer metatarsalgia (pain shifts to 2nd/3rd MTP)
- Infection, wound dehiscence
- Nerve injury: dorsomedial cutaneous nerve (terminal branch)
Procedure-specific:
- Hallux varus - overcorrection; due to overzealous lateral release or fibular sesamoidectomy
- Avascular necrosis of 1st metatarsal head (chevron/distal osteotomies - rare if periosteum respected)
- Dorsal malunion - first metatarsal elevated, causes transfer metatarsalgia
- Troughing (scarf osteotomy)
- Non-union (Lapidus - ~1%)
- Shortened first ray (Keller, metatarsal neck osteotomy)
- Cock-up hallux (Keller arthroplasty)
- Stiffness / reduced MTP range
Juvenile Hallux Valgus
- Family history very common
- IMA often the primary driver
- Surgical treatment more difficult and disappointing
- Open physis is a relative contraindication to osteotomy through the physis
- Lateral hemiepiphysiodesis (medial physis tethering) used for progressive deformity with adequate remaining growth
- Lapidus (if TMT1 hypermobile) preferred over proximal metatarsal osteotomy
- Recurrence rate is higher than in adults
Key Points for Exam
- Three components of HV: lateral hallux deviation + medial 1st MT angulation + hallux pronation
- HVA (normal < 15°) and IMA (normal < 9°) are the key angles on weight-bearing AP X-ray
- Congruent vs incongruent joint determines whether distal osteotomy alone can correct, or whether articular surface correction (DMAA correction or MTP fusion) is needed
- Chevron: mild-moderate, IMA < 15°, HVA < 40°, through cancellous bone, stable
- Lapidus: hypermobile TMT1 + severe HV - corrects at root cause
- MTP fusion: best for arthritic, rheumatoid, recurrent, neuromuscular HV - lowest recurrence
- Sesamoid realignment is essential - failure to reduce sesamoids = recurrence
- Hallux varus is the dreaded complication of overcorrection (especially with fibular sesamoidectomy)
- Operative correction for cosmesis alone is NOT indicated (10% dissatisfaction rate)
Sources: Campbell's Operative Orthopaedics 15th Ed 2026, Chapter 87; Bailey and Love's Short Practice of Surgery 28th Ed, Chapter 41; Miller's Review of Orthopaedics 9th Ed