Iron Deficiency Anemia (IDA) - Complete Topic
1. DEFINITION & EPIDEMIOLOGY
Iron deficiency anemia (IDA) is the most common nutritional disorder in the world and the most frequent cause of anemia globally. It results from inadequate iron for hemoglobin synthesis, causing a microcytic, hypochromic anemia.
- Affects ~10% of people in high-resource countries and 25-50% in low-resource countries
- Most prevalent in: toddlers, adolescent girls, and women of childbearing age
- Frequency in adult men and postmenopausal women: 2-5%
(Sources: Robbins Pathologic Basis of Disease; Sleisenger & Fordtran's GI Disease)
2. IRON METABOLISM (Background)
Normal Body Iron Distribution
| Pool | Males | Females |
|---|
| Total | 3,450 mg | 2,450 mg |
| Hemoglobin (functional) | 2,100 mg | 1,750 mg |
| Myoglobin | 300 mg | 250 mg |
| Enzymes | 50 mg | 50 mg |
| Storage (ferritin/hemosiderin) | 1,000 mg | 400 mg |
Key Points
- Daily loss: 1-2 mg/day via shed mucosal and skin epithelial cells (no regulated excretion pathway)
- Daily diet contains 10-20 mg iron; 20% of heme iron is absorbed vs. only 1-2% of non-heme iron
- Iron transport in plasma: bound to transferrin (normally ~33% saturated)
- Normal serum iron: ~120 µg/dL (men), ~100 µg/dL (women)
- Normal TIBC: 300-350 µg/dL
Iron Absorption Pathway
- Dietary ferric iron (Fe³⁺) reduced to ferrous (Fe²⁺) by duodenal cytochrome B (ferric reductase)
- Transported across enterocyte apical membrane by DMT-1 (divalent metal transporter-1)
- Exported from enterocyte basolateral membrane by ferroportin
- Oxidized back to Fe³⁺ by hephaestin/ceruloplasmin - binds to transferrin
Hepcidin - The Master Regulator
- A small peptide secreted by the liver - negatively regulates ferroportin
- Iron levels sensed by HFE protein on hepatocytes → upregulates hepcidin → reduces absorption (feedback loop)
- Hepcidin is also upregulated by IL-6 (inflammation) - explains anemia of chronic disease
- Hepcidin is downregulated by erythroferrone (secreted by erythroblasts during increased erythropoiesis)
- In IDA: hepcidin levels fall (to maximize iron absorption)
(Source: Robbins Basic Pathology 11th ed.)
3. ETIOLOGY / CAUSES
A. Chronic Blood Loss (Most common cause in high-resource countries)
- GI tract: Peptic ulcer, colon cancer, hemorrhoids, angiodysplasia, inflammatory bowel disease, hiatal hernia, Meckel's diverticulum, hookworm
- Gynecologic: Menorrhagia, metrorrhagia, fibroids, endometrial cancer
- Urinary: Hematuria (bladder/renal cancer, schistosomiasis)
- Pulmonary: Pulmonary hemosiderosis, severe hemoptysis
- Iatrogenic: Hemodialysis, frequent blood draws, surgical losses
B. Inadequate Intake (Most common in low-resource countries)
- Predominantly vegetarian/vegan diets (non-heme iron poorly absorbed)
- Malnutrition, poverty
- Infants fed exclusively milk
- Elderly with food insecurity
C. Increased Demands (Not met by normal diet)
- Pregnancy and breastfeeding
- Infancy and childhood (growth spurts)
- Adolescence
- Treatment with erythropoiesis-stimulating agents (EPO)
D. Malabsorption
- Celiac disease (most important - blunted duodenal villi)
- Helicobacter pylori gastritis (decreases absorption + microerosions)
- Atrophic/autoimmune gastritis (reduced acid - acid needed for Fe²⁺ conversion)
- Gastrectomy / Roux-en-Y gastric bypass (bypasses duodenum, main absorption site)
- Proton pump inhibitors (reduce acid needed for iron absorption)
- Excess tea, calcium, phytates in diet
(Sources: Robbins Pathologic Basis of Disease; Sleisenger & Fordtran's; Harrison's 22nd ed.)
4. STAGES OF IRON DEFICIENCY
Iron deficiency develops insidiously in 3 stages:
| Stage | What Happens | Lab Findings |
|---|
| Stage 1 - Iron Depletion | Iron stores depleted. No anemia yet. Hepcidin undetectable (to maximize absorption) | ↓ Serum ferritin, ↓ Bone marrow hemosiderin, Normal Hb, Normal TIBC, Normal serum iron |
| Stage 2 - Iron-Deficient Erythropoiesis (Latent IDA) | Iron stores exhausted, erythropoiesis becomes iron-restricted. No overt anemia yet. Most prevalent stage in developing countries | ↓ Transferrin saturation (<15%), ↑ sTfR, ↑ ZnPP, ↓ Reticulocyte Hb content, ↑ % hypochromic cells. Serum ferritin still low |
| Stage 3 - Iron Deficiency Anemia | Overt anemia appears due to inadequate Hb synthesis | ↓ Hb, ↓ MCV, ↓ MCH, ↓ Serum iron, ↑ TIBC, ↓ Transferrin saturation, ↓ Ferritin, Microcytic hypochromic RBCs on smear |
(Sources: Park's Preventive Medicine; Tietz Laboratory Medicine 7th ed.)
5. PATHOPHYSIOLOGY
- Iron stores are depleted first (ferritin falls, marrow iron disappears)
- Serum iron falls, transferrin rises (body upregulates transferrin to capture every available iron atom)
- Transferrin saturation drops below 15%
- Hemoglobin synthesis becomes impaired → microcytic, hypochromic red cells
- Additionally, iron-containing enzymes throughout the body are depleted → systemic effects (cognitive, immune, epithelial changes)
- EPO rises in response to anemia, but marrow response is blunted by iron deficiency
6. CLINICAL FEATURES
General Anemia Symptoms (Nonspecific)
- Weakness, fatigue, listlessness
- Pallor (skin, conjunctivae, mucous membranes)
- Dyspnea on exertion
- Palpitations, tachycardia
- Reduced exercise tolerance
- Headache, dizziness
Specific Features of IDA (tissue iron depletion)
| Feature | Description |
|---|
| Koilonychia | Spoon-shaped (concave) nails - nails are thin, flattened |
| Angular stomatitis | Cracking at corners of mouth |
| Atrophic glossitis | Smooth, sore tongue (loss of papillae) |
| Pica | Craving for non-foodstuffs - dirt/clay (geophagia), ice (pagophagia), flour |
| Alopecia | Hair loss |
| Esophageal webs | Post-cricoid webs causing dysphagia |
| Reduced immunity | Impaired cell-mediated immunity |
| Cognitive impairment | Poor concentration, especially in children |
Plummer-Vinson Syndrome (Patterson-Kelly Syndrome)
The triad of:
- Microcytic hypochromic anemia (IDA)
- Post-cricoid esophageal webs (dysphagia)
- Atrophic glossitis
Also associated with koilonychia, angular stomatitis. Seen mainly in middle-aged women. Considered pre-cancerous - associated with carcinoma of the mouth/upper esophagus.
(Sources: Robbins Pathologic Basis of Disease; Yamada's Textbook of Gastroenterology; Goldman-Cecil Medicine)
7. PERIPHERAL BLOOD SMEAR MORPHOLOGY
Iron deficiency anemia peripheral blood smear. Note the hypochromic microcytic red cells with increased central pallor and narrow rim of peripheral hemoglobin. Scattered fully hemoglobinized cells from a recent blood transfusion stand in contrast.
Key Findings on Peripheral Smear
- Microcytes - small RBCs
- Hypochromia - enlarged zone of central pallor (normally 1/3 of cell diameter; in IDA pallor is >1/3, often leaving only a narrow peripheral rim of Hb)
- Pencil cells (cigar cells) - small, elongated RBCs (poikilocytosis)
- Anisocytosis - variation in cell size
- Increased RDW (red cell distribution width) - characteristic of IDA (distinguishes from thalassemia where RDW is normal)
- Thrombocytosis - platelet count often elevated (reactive)
Bone Marrow
- Mild to moderate increase in erythroid progenitors
- Absent stainable iron in macrophages on Prussian blue stain (diagnostically significant)
8. LABORATORY DIAGNOSIS
WHO Hemoglobin Cutoffs for Anemia
| Group | Hb cutoff (g/dL) |
|---|
| Adult males | < 13 |
| Adult females (non-pregnant) | < 12 |
| Pregnant women | < 11 |
| Children 6 months - 6 years | < 11 |
| Children 6-14 years | < 12 |
Complete Blood Count (CBC) in IDA
| Parameter | Finding |
|---|
| Hemoglobin | ↓ |
| Hematocrit | ↓ |
| MCV (Mean Corpuscular Volume) | ↓ (microcytic, <80 fL) |
| MCH (Mean Corpuscular Hemoglobin) | ↓ |
| MCHC (Mean Corpuscular Hb Concentration) | ↓ (hypochromic, <32 g/dL) |
| RDW | ↑ (increased - distinguishes from thalassemia) |
| Platelet count | Often ↑ (reactive thrombocytosis) |
| Reticulocyte count | Low/normal (inadequate marrow response) |
Iron Studies in IDA
| Test | Normal | IDA | Anemia of Chronic Disease |
|---|
| Serum Iron | 60-170 µg/dL | ↓ | ↓ |
| TIBC (Transferrin) | 300-350 µg/dL | ↑ | ↓ or Normal |
| Transferrin Saturation | 20-50% | ↓ (<15%) | ↓ |
| Serum Ferritin | 12-300 ng/mL | ↓ (<12 µg/L) | Normal or ↑ |
| Serum hepcidin | Normal | ↓ | ↑ |
| sTfR (soluble transferrin receptor) | Normal | ↑ | Normal |
| Bone marrow iron (Prussian blue) | Present | Absent | Present (↑) |
Key diagnostic rule: Serum ferritin is the single best test for IDA in patients without chronic inflammatory disease. Ferritin < 15 ng/mL = 59% sensitivity, 99% specificity; ferritin cutoff < 41 ng/mL = 98% sensitivity and specificity.
Important: In chronic inflammation, ferritin is an acute phase reactant and may be falsely normal or elevated even in IDA - use sTfR/ferritin index or bone marrow in these cases.
(Sources: Sleisenger & Fordtran's; Symptom to Diagnosis 4th ed.; Robbins Pathologic Basis)
9. DIFFERENTIAL DIAGNOSIS OF MICROCYTIC HYPOCHROMIC ANEMIA
| Feature | IDA | Thalassemia | Anemia of Chronic Disease | Sideroblastic Anemia |
|---|
| Serum Iron | ↓ | Normal/↑ | ↓ | ↑ |
| TIBC | ↑ | Normal | ↓ | Normal |
| Ferritin | ↓ | Normal/↑ | Normal/↑ | ↑ |
| Transferrin Sat. | ↓ | Normal/↑ | ↓ | ↑ |
| RDW | ↑ (high) | Normal | Normal | ↑ |
| Bone Marrow Iron | Absent | ↑ | ↑ (in RES) | Ring sideroblasts |
| HbA2/HbF | Normal | ↑ (in β-thal) | Normal | Normal |
| Hepcidin | ↓ | ↓ | ↑ | - |
(Source: Sleisenger & Fordtran's; Henry's Clinical Diagnosis)
10. EVALUATION APPROACH
Who Needs GI Workup?
- All adult men (regardless of age)
- All postmenopausal women
- Premenopausal women after excluding menorrhagia as the cause
GI Workup Sequence
- Colonoscopy first (right-sided colon cancer is common cause)
- Upper endoscopy + push enteroscopy if colonoscopy negative
- Duodenal biopsy - for celiac disease
- Test and treat H. pylori if found
- Capsule endoscopy if all above negative
- Investigate non-GI causes if capsule study negative
(Source: Goldman-Cecil Medicine)
11. TREATMENT
A. Oral Iron (First-line)
Preferred agent: Ferrous sulfate (most cost-effective)
| Population | Dose |
|---|
| Adult (treatment) | 325 mg PO TID (= 65 mg elemental Fe x3); or 60-100 mg elemental Fe BID-QID |
| Child (treatment) | 3-6 mg elemental Fe/kg/24 hr ÷ BID-TID |
| Premature infant | 2-4 mg elemental Fe/kg/day; max 15 mg/day |
| Prophylaxis (adolescent/adult) | 60 mg elemental Fe once daily |
Oral Iron Preparations:
| Salt | % Elemental Fe | Formulations |
|---|
| Ferrous sulfate | 20% | 325 mg tab = 65 mg elemental Fe |
| Ferrous fumarate | 33% | 325 mg tab = 106 mg elemental Fe |
| Ferrous gluconate | 11.6% | 324 mg tab = 37.5 mg elemental Fe |
| Polysaccharide-iron complex | 100% (expressed directly) | 150 mg, 200 mg caps |
Tips to enhance absorption:
- Take on empty stomach (food reduces absorption ~40%)
- Co-administer Vitamin C (ascorbic acid) - converts Fe³⁺ to Fe²⁺, enhances absorption
- Avoid with: antacids, calcium, tea, coffee, tetracyclines (mutual inhibition)
Side effects: Nausea, vomiting, epigastric pain, constipation, black stools (warn patient)
Contraindications: Hemolytic anemia, hemochromatosis, GI tract inflammation
B. Parenteral (IV) Iron
Indications:
- Oral intolerance or malabsorption (celiac, short-bowel, post-gastrectomy)
- Chronic kidney disease
- Inflammatory bowel disease
- Post-partum IDA
- Patients on ESA/EPO therapy
- Need for rapid repletion
| IV Iron | Max Single Dose | Key Notes |
|---|
| Iron dextran (LMW) | 1000 mg total dose | Cheapest; test dose required; can give total dose infusion |
| Iron sucrose | 200-300 mg | Common in CKD; semilabile complex |
| Ferric gluconate | 125-250 mg | Semilabile; multiple doses needed |
| Ferric carboxymaltose | 1000 mg in 15 min | Stable complex; less anaphylaxis; watch for hypophosphatemia |
| Ferumoxytol | 510 mg | Fastest (15 min); interferes with MRI |
| Iron isomaltoside | Large single dose | Stable complex |
Safety Alert (2025): A
recent systematic review (PMID 39935027) confirmed ferric carboxymaltose is specifically associated with significant hypophosphatemia - monitor phosphate post-infusion.
C. Blood Transfusion
Reserved for:
- Hb < 7 g/dL
- Hemodynamic instability / active bleeding
- Angina, syncope, severe dyspnea
- Cardiovascular compromise
D. Treat the Underlying Cause
This is as important as iron replacement - identify and stop the source of blood loss.
12. MONITORING TREATMENT RESPONSE
| Timeline | Expected Finding |
|---|
| 24-48 hours | Subjective improvement in well-being |
| 7-10 days | Reticulocytosis (first objective sign of response) |
| 14 days | Rise in Hb and Hct starts |
| 1-2 months | Hemoglobin normalizes |
| 3-6 months | Full iron stores repleted (ferritin normalizes) |
Continue iron for at least 6 months total to fully replete stores even after Hb normalizes.
Causes of Treatment Failure
- Poor compliance with medication
- Insufficient dose
- Incorrect diagnosis (e.g., thalassemia, ACD)
- Ongoing blood loss not addressed
- Malabsorption of oral iron
- Mixed deficiency (concurrent B12/folate deficiency)
(Sources: Symptom to Diagnosis 4th ed.; Rosen's Emergency Medicine; Harriet Lane Handbook)
13. SPECIAL POPULATIONS
| Population | Key Points |
|---|
| Pregnancy | Ferrous sulfate 325 mg 2-3x/day + Vitamin C; IV iron if oral fails; screening recommended by USPSTF |
| Post-bariatric surgery | Use ferrous gluconate (acid-independent); avoid ferrous sulfate; often need IV iron |
| CKD/dialysis | IV iron preferred (iron sucrose or ferric carboxymaltose); oral poorly absorbed |
| Celiac disease | Treat celiac first; use IV iron; oral poorly absorbed until villi recover |
| Infants | Liquid/drops: 2-4 mg elemental Fe/kg/day; max 15 mg/day |
| H. pylori-associated IDA | Test and treat H. pylori - may resolve IDA without iron therapy |
14. COMPLICATIONS OF UNTREATED IDA
- Impaired cognitive development in children (irreversible if prolonged)
- Reduced work capacity and productivity
- Impaired cell-mediated immunity - increased infection susceptibility
- Heart failure from severe chronic anemia
- Pica leading to ingestion of toxic substances
- Plummer-Vinson syndrome - risk of upper GI malignancy
- In pregnancy: preterm labor, low birth weight, maternal mortality
15. KEY EXAM POINTS (Summary)
| Point | Fact |
|---|
| Most common nutritional deficiency worldwide | Iron deficiency |
| Best single test for IDA (no inflammation) | Serum ferritin |
| First lab to fall in IDA | Serum ferritin |
| Characteristic peripheral smear finding | Microcytic, hypochromic RBCs + pencil cells |
| Distinguishes IDA from thalassemia | RDW (high in IDA, normal in thalassemia) |
| IDA + esophageal web + glossitis | Plummer-Vinson syndrome |
| Craving for ice or dirt | Pica / Pagophagia - pathognomonic |
| Spoon-shaped nails | Koilonychia |
| First response to iron therapy | Reticulocytosis at 7-10 days |
| Minimum treatment duration | 6 months |
| IV iron for CKD | Iron sucrose or ferric carboxymaltose |
| IV iron side effect (2025 evidence) | Ferric carboxymaltose → hypophosphatemia |
| Iron absorption enhancer | Vitamin C |
| Hepcidin in IDA vs ACD | IDA → ↓ hepcidin; ACD → ↑ hepcidin |
Sources: Robbins Pathologic Basis of Disease (2024); Robbins Basic Pathology; Harrison's Principles of Internal Medicine 22nd ed. (2025); Sleisenger & Fordtran's Gastrointestinal Disease; Goodman & Gilman's Pharmacological Basis; Harriet Lane Handbook 23rd ed.; Rosen's Emergency Medicine; Goldman-Cecil Medicine; Park's Preventive Medicine; Symptom to Diagnosis 4th ed.; Tietz Textbook of Laboratory Medicine 7th ed.