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

98 F. Supp. 2d 1276, 2000 U.S. Dist. LEXIS 8166, 2000 WL 687917
District Court, N.D. Oklahoma·Decided May 4, 2000·No. 96-CV-1004-K(E)·Published·Cited by 3 cases

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 William Knight (“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 first injured his back in January 1991, when he slipped and fell in a store. Plaintiff again injured his back by *1280 slipping and falling in September of the same year. Plaintiff sustained a more severe injury in December 1992, when he fell while unloading a truck at work. Following this accident, Plaintiff experienced constant low back pain, worsened by bending, stooping, twisting, and lifting, and tingling paresthesia and numbness into his legs bilaterally, which was more severe on his left side. Plaintiff underwent rehabilitation therapy, during which time he also experienced problems with his bladder and sleeplessness. In June 1993, Dr. Hawkins found Mr. Knight to be suffering from a decrease in disc space and height at L5-S1; degenerative changes and desiccation of both L4-5 and L5-S1 discs; bulging centrally of the L4 disc; and possible herniation at L5-S1, primarily central. Following a year of conservative treatment and an episode of severe muscle spasms and pain, Mr. Knight expressed a wish to have surgery. Dr. Hawkins discussed the risks, benefits, and possible complications of this surgery with Mr. Knight and his wife. On January 31, 1994, Dr. Hawkins performed a decom-pressive lumbar laminectomy with medial facetectomies; foraminotomies at L4-5 and L5-S1; discectomy at L5-S1; open reduction and segmental fixation of the L4-5 and L5-S1 levels using the Rogozin-ski Spinal Rod System; bilateral lateral mass fusion of L4-5 and L5-S1; excision of spinous processes at L4 and L5; and harvest and use of left eorticocancellous iliac bone graft for the fusion mass. Dr. Hawkins also prescribed a bone growth stimulator. Although Mr. Knight had a small accident less than a month following surgery, an x-ray showed anatomic alignment, no fracture deformities, and intact hardware. Although Plaintiffs fusion was slow to ossify, he experienced decreased pain and x-rays showed excellent fixation and alignment and eventually apparently solid fusion. Mr. Knight, however, continued to have pain and he eventually chose to have the Rogozinski device removed. On February 8, 1995, Dr. Hawkins performed a removal of bone and bursa around the edges of the implant, screws, and couplers at L4-5 and SI bilaterally; removal of the Rogozinski device from L4-5 and SI; and decompression of lumbar and redo laminectomy at L4-5 and SI left. Dr. Hawkins further explored the lateral fusion at L4-5 and SI and found it to be solid. Plaintiff argues that the Ro-gozinski 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, his medical problems, primarily continued back and leg pain, sexual and bladder dysfunction, and anxiety and depression.

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, 141, 119 S.Ct. 1167, 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. at 152, 119 S.Ct. 1167. 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 meth *1281 odology 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. at 149-52, 119 S.Ct. 1167; 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, 526 U.S. at 150, 119 S.Ct. 1167. 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

Free access — add to your briefcase to read the full text and ask questions with AI

Alexander v. Smith & Nephew, P.L.C., 98 F. Supp. 2d 1276, 2000 U.S. Dist. LEXIS 8166, 2000 WL 687917 (N.D. Okla. 2000).

98 F. Supp. 2d 1276 (Alexander v. Smith & Nephew, P.L.C.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related