IP Library Granted Patent US 9,402,662
Granted Patent B2
US 9,402,662 · App. 13/293,553 · Granted Aug 2, 2016

Spinal instruments with set screw loading and retention apparatus and methods of use

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Quick Facts
Patent No.
US 9,402,662
App. No.
13/293,553
Granted
Aug 2, 2016
Kind
B2
Abstract

A spinal instrument with a set screw loading and retention mechanism includes a first tube, a screw slot, and a retention mechanism. The first tube includes an inner lumen disposed concentric and proximate to a head portion of a bone screw. The screw slot is disposed along a portion of the first tube at a distance from the head portion of the bone screw and is configured for loading of a set screw for locking a spinal rod within the head portion of the bone screw. The retention mechanism is disposed along at least a portion of the inner tube configured to selectively retain the set screw. In other features, the first tube includes either an internal rod reduction tube or a screw extender tube.

Claims (10)

1. A spinal instrument with a set screw loading and retention mechanism comprising:

a first tube including an inner lumen disposed concentric and proximate to a head portion of a bone screw;

a screw slot disposed along a portion of the first tube at a distance from the head portion of the bone screw and configured for loading of a set screw for locking a spinal rod within the head portion of the bone screw; and

a retention mechanism disposed along an interior surface of at least a portion of the inner tube distal to the screw slot that is configured to selectively retain the set screw,

wherein the retention mechanism includes a threaded portion including threading that mates with threading of the set screw to retain the set screw within the inner lumen adjacent and proximate to the screw slot.

2. The spinal instrument of claim 1 , further comprising a second tube disposed generally concentric to and external to the first tube.

3. The spinal instrument of claim 2 , wherein the second tube comprises one of an external derotation/alignment tube and an external rod reduction tube.

4. The spinal instrument of claim 2 , wherein the second tube includes at least one slot for loading the set screw into the first tube and for viewing of the inner lumen, the set screw, and a screw driver that engages the set screw.

5. The spinal instrument of claim 1 , wherein the retention mechanism is configured to temporarily engage the set screw to retain the set screw in the inner lumen and selectively disengage the set screw to release the set screw distally through the inner lumen.

6. The spinal instrument of claim 1 , wherein the first tube comprises an internal rod reduction tube.

Assignments (14)
CONFIRMATORY GRANT OF SECURITY INTEREST IN UNITED STATES PATENTS Recorded May 12, 2026
From: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 075560/0884 →
RELEASE OF PATENT SECURITY INTEREST AT REEL/FRAME NO. 62681/0020 Recorded May 1, 2026
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS AGENT
To: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
Reel/Frame 075385/0575 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 62310/0001 Recorded May 1, 2026
From: MIDCAP FUNDING IV TRUST, AS AGENT
To: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
Reel/Frame 075316/0001 →
SECURITY INTEREST Recorded Feb 7, 2023
From: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 062681/0020 →
SECURITY INTEREST Recorded Jan 6, 2023
From: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
To: MIDCAP FUNDING IV TRUST
Reel/Frame 062310/0001 →
RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY AT REEL/FRAME NO. 028358/0193 Recorded Sep 27, 2022
From: MIDCAP FUNDING IV TRUST, AS SUCCESSOR-IN-INTEREST TO MIDCAP FINANCIAL, LLC
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
Reel/Frame 061553/0787 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 47494/0562 Recorded Aug 11, 2021
From: SQUADRON MEDICAL FINANCE SOLUTIONS LLC
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
Reel/Frame 057177/0687 →
RELEASE OF SECURITY INTEREST Recorded Jun 3, 2020
From: MIDCAP FUNDING IV TRUST
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
Reel/Frame 052832/0132 →
SECURITY INTEREST Recorded Nov 9, 2018
From: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
To: SQUADRON MEDICAL FINANCE SOLUTIONS LLC
Reel/Frame 047494/0562 →
RELEASE OF SECURITY INTEREST Recorded Nov 8, 2018
From: GLOBUS MEDICAL, INC.
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
Reel/Frame 047485/0084 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Sep 22, 2016
From: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.
To: GLOBUS MEDICAL, INC.
Reel/Frame 040108/0202 →
RELEASE OF SECURITY INTEREST Recorded Sep 8, 2016
From: DEERFIELD PRIVATE DESIGN FUND II, L.P.; DEERFIELD PRIVATE DESIGN INTERNATIONAL II, L.P.; DEERFIELD SPECIAL SITUATIONS FUND, L.P.; DEERFIELD SPECIAL SITUATIONS INTERNATIONAL MASTER FUND, L.P.
To: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.; ALPHATEC INTERNATIONAL LLC; ALPHATEC PACIFIC, INC.
Reel/Frame 039950/0360 →
SECURITY INTEREST Recorded Mar 27, 2014
From: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.; ALPHATEC INTERNATIONAL LLC; ALPHATEC PACIFIC, INC.
To: DEERFIELD PRIVATE DESIGN FUND II, L.P.; DEERFIELD PRIVATE DESIGN INTERNATIONAL II, L.P.; DEERFIELD SPECIAL SITUATIONS FUND, L.P.; DEERFIELD SPECIAL SITUATIONS INTERNATIONAL MASTER FUND, L.P.
Reel/Frame 032551/0037 →
SECURITY AGREEMENT Recorded Jun 12, 2012
From: ALPHATEC HOLDINGS, INC.; ALPHATEC SPINE, INC.; ALPHATEC INTERNATIONAL LLC; ALPHATEC PACIFIC, INC.
To: MIDCAP FINANCIAL, LLC
Reel/Frame 028358/0193 →