Alexander v. Smith & Nephew, P.L.C.

90 F. Supp. 2d 1225, 90 F. Supp. 1225, 54 Fed. R. Serv. 90, 2000 U.S. Dist. LEXIS 3871, 2000 WL 319072
CourtDistrict Court, N.D. Oklahoma
DecidedMarch 24, 2000
Docket4:96-cv-01004
StatusPublished
Cited by1 cases

This text of 90 F. Supp. 2d 1225 (Alexander v. Smith & Nephew, P.L.C.) is published on Counsel Stack Legal Research, covering District Court, N.D. Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alexander v. Smith & Nephew, P.L.C., 90 F. Supp. 2d 1225, 90 F. Supp. 1225, 54 Fed. R. Serv. 90, 2000 U.S. Dist. LEXIS 3871, 2000 WL 319072 (N.D. Okla. 2000).

Opinion

ORDER

KERN, Chief Judge.

Before the Court are Defendant Smith & Nephew Richards, Inc.’s (“Defendant’s”) motions for summary judgment and to exclude or limit the testimony of Jerry D. McKenzie, M.D., as to Plaintiff Kenneth D. Gaddy (“Plaintiff’).

I. History of Case

This is a products liability case concerning the Rogozinski Spinal Rod System manufactured by Defendant, presently on remand from In re Orthopedic Bone Screw Products Liability Litigation, multidistrict litigation number 1014, in the United States District Court for the Eastern District of Pennsylvania. Plaintiff is suing Defendant for injuries allegedly sustained due to the Rogozinski system implanted into his back in 1993. Plaintiffs theories for liability include manufacturers’ products liability, negligence, negligence per se, failure to warn, breach of express and implied warranties, and fraud.

Plaintiff injured his back in September 1989, while moving heavy objects at work. Eventually, James Rodgers, M.D., diagnosed Plaintiff with left leg sciatica and herniated discs at the L4-5, and possibly L5-S1, levels of his spine. After being treated with spinal epidural steroid injections, Plaintiff underwent his first surgery, a left L4-5 and left L5-S1 partial hemi-laminectomy, medial facetectomy, and mi-crodiscectomy, in November 1990. After an initial improvement followed by the continued deterioration of his condition, Mr. Gaddy was referred to Dr. Don. L. Hawkins. In May 1993, Dr. Hawkins found Mr. Gaddy to be suffering from severe degenerative changes in the disc, recurrent herniation at the L4-5 level, and scar tissue and stenosis, particularly in the neural foramen on the left side at L4-5 and L5-S1 bilateral. Finding that Mr. Gaddy likely would not improve without surgical intervention, Dr. Hawkins recommended a redo decompressive lumbar lam-inectomy of both lower levels, discectomy with internal fixation, and fusion with iliac bone grafts. He discussed the risks, benefits, and possible complications of this surgery with Mr. Gaddy. Plaintiff agreed to a second surgery, which Dr. Hawkins performed on June 28, 1993. In this surgery, Dr. Hawkins utilized components from the Rogozinski Spinal Rod System in segmental fixation at the L4-5 and L5-S1 levels utilizing screws in the vertebral pedicles. Using a bone graft from the left iliac crest, a bilateral mass fusion was performed at L4-5 and L5-S1. This procedure followed a decompressive laminectomy and discec-tomy at L4-5 and L5-S1 and foraminoto-mies, particularly of the left L5 nerve root. Dr. Hawkins also inserted an internal bone growth stimulator to further enhance the chances of fusion. Although x-rays and examinations showed excellent alignment of the system, a solidifying fusion mass, and no evidence of loosening of the system, in May 1994, Gaddy still complained of some pain in his back. Gaddy eventually chose to have the Rogozinski device removed, and Dr. Hawkins explanted it on June 20, 1994. During the explantation *1229 surgery, Dr. Hawkins noted solid fusion. Plaintiff argues that the Rogozinski system was not mechanically strong enough to support his spine during the fusion process, did not promote fusion or provide any medical benefit, and that it aggravated, if not caused, Plaintiffs medical problems, primarily continued back and leg pain and sexual dysfunction.

II. Exclusion of Expert Testimony

Defendant seeks to exclude the testimony of Dr. Jerry D. McKenzie, Plaintiffs medical causation expert, for failure to satisfy Fed.R.Evid. 702. Defendant argues that Dr. McKenzie is not qualified to testify as to his expressed opinions, his opinions are not sufficiently reliable to satisfy Rule 702, and his opinions are irrelevant to the case.

A, Standard

Fed.R.Evid. 702 authorizes a “witness qualified as an expert by knowledge, skill, experience, training, or education” to testify as to “scientific, technical, or other specialized knowledge.” Testimony is admissible under Fed.R.Evid. 702, if it “rests on a reliable foundation and is relevant.” See Kumho Tire Co. v. Carmichael, 526 U.S. 137, 119 S.Ct. 1167, 1171, 143 L.Ed.2d 238 (1999). In making its initial determination of reliability, the Court has broad latitude to consider whatever factors the Court finds useful, and the particular factors will depend on the unique circumstances of the expert testimony involved. See id. 119 S.Ct. at 1176. Factors mentioned in Daubert, and Kumho include the following: (1) whether the reasoning or methodology underlying the expert’s opinion has been or could be tested; (2) whether the reasoning or methodology has been subject to peer review and publication; (3) the known or potential rate of error; and (4) the level of acceptance of the reasoning or methodology by the relevant professional community. See id. 119 S.Ct. at 1176-77; Daubert v. Merrell Dow Pharms., Inc., 509 U.S. 579, 592-95, 113 S.Ct. 2786, 125 L.Ed.2d 469 (1993). These factors are not necessarily applied in every case and are not exclusive of other factors. See Kumho, 119 S.Ct. at 1175. An expert may rely on facts and data not in evidence to the extent reasonably relied upon by experts in his field. See Fed.R.Evid. 703. Rule 702 was intended to liberalize the introduction of relevant expert evidence and such testimony is subject to being tested by “vigorous cross-examination, presentation of contrary evidence, and careful instruction on the burden of proof.” Daubert, 509 U.S. at 596, 113 S.Ct. 2786. The Court also must recognize that expert witnesses have the potential to “be both powerful and quite misleading.” Id. at 595, 113 S.Ct. 2786.

B. Dr. McKenzie’s Qualifications

Dr. McKenzie does not qualify as an expert to testify as to the causation of Plaintiffs ailments. Dr. McKenzie’s report indicates that he proposes to testify that (1) the Rogozinski device did not provide any medical advantage to Mr. Gaddy; (2) he developed a severe chronic inflammatory reaction from the device that caused bony and fibrous overgrowth resulting in spinal and foraminal stenosis; (3) this reaction necessitated the explantation of the device; caused loss of sensation in the lower extremities, difficulty walking, and other limitations on daily life; resulted in bowel and bladder dysfunction and loss of sexual awareness; and caused Plaintiff chronic pain; and (4) an examination of the Rogozinski device explanted from Plaintiff indicates movement of the component parts.

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90 F. Supp. 2d 1225, 90 F. Supp. 1225, 54 Fed. R. Serv. 90, 2000 U.S. Dist. LEXIS 3871, 2000 WL 319072, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alexander-v-smith-nephew-plc-oknd-2000.