68.Etiological factors underlying hemorrhagic diathesis. 69. Types of bleeding according to Z.S. Barkagan. 70.Clinical features of platelet hemorrhages. 71.Clinical features of vascular hemorrhages ( vasopathy ) 72.Clinical features of coagulation hemorrhages. 73.Types of hemophilia. 74.Diagnostic criteria for hemophilia. 75.Clinical features of hemophilia. 76. Vasopathies : causes and clinical manifestations. 77.Clinical features and diagnosis of Werlhofs disease. 78.Diagnosis of hemorrhagic vasculitis and its clinical forms, 79.Clinical features and diagnosis of Henoch-Schonlein disease. 80.DIC syndrome, clinical presentation. 81.Principles of treatment of hemorrhagic vasculitis. 82.Methods of hemostasis research.

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Hemorrhagic Diatheses — Complete Reference (Questions 68–82)


68. Etiological Factors Underlying Hemorrhagic Diathesis

Hemorrhagic diathesis (abnormal bleeding tendency) arises from defects in one or more of three components of hemostasis:
1. Vascular wall defects (vasopathies)
  • Hereditary: Hereditary hemorrhagic telangiectasia (Osler-Weber-Rendu), Ehlers-Danlos syndrome, Marfan syndrome
  • Acquired: Scurvy (vitamin C deficiency → poor collagen synthesis), corticosteroid excess, amyloidosis, vasculitis, infections (meningococcemia, rickettsiae)
2. Platelet defects
  • Quantitative (thrombocytopenia):
    • Decreased production: aplastic anemia, leukemia, myelosuppression
    • Increased destruction: immune thrombocytopenic purpura (ITP/Werlhof's disease), DIC, TTP, HUS, drugs, infections
  • Qualitative (thrombasthenia):
    • Inherited: Glanzmann thrombasthenia (GPIIb/IIIa deficiency), Bernard-Soulier syndrome (GPIb/IX deficiency), storage pool disorders
    • Acquired: aspirin/NSAIDs, uremia, myeloproliferative disorders
3. Coagulation factor defects
  • Inherited: Hemophilia A (factor VIII↓), Hemophilia B (factor IX↓), von Willebrand disease
  • Acquired: Liver disease, vitamin K deficiency, DIC (consumptive coagulopathy), massive transfusion, anticoagulant therapy
"Disorders associated with abnormal bleeding inevitably stem from primary or secondary defects in vessel walls, platelets, or coagulation factors." — Robbins, Cotran & Kumar Pathologic Basis of Disease

69. Types of Bleeding According to Z.S. Barkagan

Zinaida Barkagan (Soviet/Russian hematologist) classified hemorrhagic syndromes into 5 types based on morphology and pathogenesis:
TypeNameMechanismExample
1Hematoma typeCoagulation factor deficiencyHemophilia A, B
2Petechial-spotted (microcirculatory)Platelet deficiency/dysfunctionITP, Werlhof's disease
3Mixed (hematoma + petechial)Combined defectDIC, severe vWD
4Vasculitic-purpuricVascular inflammationHenoch-Schönlein purpura
5AngiomatousLocal vascular anomaliesTelangiectasia (Osler-Weber-Rendu)

70. Clinical Features of Platelet Hemorrhages (Microcirculatory/Petechial Type)

Platelet-type bleeding results from failure of primary hemostasis. Key features:
  • Petechiae — pinpoint (1–2 mm), non-palpable, non-blanching hemorrhages in skin and mucous membranes
  • Purpura — slightly larger (≥3 mm) cutaneous hemorrhages
  • Ecchymoses — superficial bruising
  • Mucosal bleeding — epistaxis, gingival bleeding, gastrointestinal bleeding, menorrhagia (heavy menses), hematuria
  • Prolonged bleeding time (template bleeding time ↑)
  • Bleeding stops immediately with local pressure (primary plug can form if coagulation is intact)
  • No deep tissue bleeding — hemarthroses and deep hematomas are rare
  • More common in women (menorrhagia is a common presenting complaint)
  • Feared complication: intracerebral hemorrhage with severe thrombocytopenia
"Defects of primary hemostasis often present with small bleeds in skin or mucosal membranes, which typically take the form of petechiae or purpura." — Robbins, Cotran & Kumar
FindingPlatelet-type
PetechiaeCommon
HemarthrosesRare
Deep hematomasRare
Delayed bleedingRare
Mucosal bleedingCommon
Gender predominanceFemales > Males
(Quick Compendium of Clinical Pathology, 5th ed.)

71. Clinical Features of Vascular Hemorrhages (Vasopathy)

Vasopathies involve defects in the vascular wall itself (not platelets or coagulation factors):
  • Palpable purpura — hallmark of vasculitis; purpura that can be felt on palpation (inflammation raises the lesion)
  • Non-palpable petechiae and purpura — in non-inflammatory vascular fragility (scurvy, amyloidosis)
  • Ecchymoses — easy bruising, often spontaneous
  • Periarticular and perifollicular hemorrhage (classic in scurvy)
  • Telangiectasias — in hereditary hemorrhagic telangiectasia
  • Normal platelet count and normal coagulation tests (PT, PTT normal)
  • Bleeding time may be prolonged
  • Lesions predominantly on lower extremities and dependent areas
  • May be associated with systemic symptoms: fever, arthralgia, rash, abdominal pain (in vasculitis)
"Generalized defects involving small vessels often present with 'palpable purpura' and ecchymoses. Purpura and ecchymoses are particularly characteristic of systemic disorders that disrupt small blood vessels (e.g., vasculitis) or that lead to blood vessel fragility (e.g., amyloidosis, scurvy)." — Robbins, Cotran & Kumar

72. Clinical Features of Coagulation Hemorrhages (Hematoma Type)

Coagulation-type (secondary hemostasis) bleeding differs distinctly from platelet-type:
  • Deep hematomas — in muscles, retroperitoneum, soft tissues
  • Hemarthroses — bleeding into joints (knees, elbows, ankles); highly characteristic of hemophilia; leads to joint deformity with repeated episodes
  • Large ecchymoses after minor trauma
  • Prolonged bleeding after surgery, dental extraction, or trauma (delayed onset, hours later)
  • Gastrointestinal and urinary tract bleeding
  • Intracranial hemorrhage (severe cases)
  • No petechiae (primary hemostasis is intact — platelet plug forms normally)
  • Laboratory: ↑PTT (intrinsic pathway defects), ↑PT (extrinsic), or both; bleeding time normal
"Bleeding due to coagulation factor deficiencies commonly manifest as large posttraumatic ecchymoses or hematomas, or prolonged bleeding from a laceration… Unlike bleeding seen with thrombocytopenia, bleeding due to coagulation factor deficiencies often occurs in the gastrointestinal and urinary tracts and in weight-bearing joints (hemarthrosis)." — Robbins, Cotran & Kumar
FindingCoagulation-type
PetechiaeRare
HemarthrosesCommon
Deep hematomasCommon
Delayed bleedingCommon
Mucosal bleedingRare
Gender predominanceMales > Females

73. Types of Hemophilia

TypeFactor DeficientGeneInheritanceFrequency
Hemophilia AFactor VIIIF8 (Xq28)X-linked recessive~80–85% of hemophilias; 1:5,000 male births
Hemophilia BFactor IX (Christmas disease)F9 (Xq27)X-linked recessive~15%; 1:30,000 males
Hemophilia CFactor XIF11 (autosomal)Autosomal recessiveRare; mild; common in Ashkenazi Jews
"Severe factor IX deficiency produces a disorder clinically indistinguishable from factor VIII deficiency (hemophilia A). This should not be surprising, given that factors VIII and IX function together to activate factor X… Like hemophilia A, it is inherited as an X-linked recessive trait and shows variable clinical severity." — Robbins, Cotran & Kumar
Severity classification (based on factor level):
  • Severe: < 1% of normal factor activity → spontaneous bleeding
  • Moderate: 1–5% → bleeding with minor trauma
  • Mild: 5–30% → bleeding only with significant trauma/surgery

74. Diagnostic Criteria for Hemophilia

Clinical suspicion: male with history of joint bleeds, muscle hematomas, family history of X-linked bleeding.
Laboratory diagnosis:
TestResult
PTT (aPTT)Prolonged
PTNormal
Platelet countNormal
Bleeding timeNormal
Specific factor assay↓ Factor VIII (Hemophilia A) or ↓ Factor IX (Hemophilia B)
vWF antigenNormal (distinguishes from vWD)
Thrombin timeNormal
  • Hemophilia A: Factor VIII assay < 30% (or per severity)
  • Hemophilia B: Factor IX assay confirms and distinguishes from A (PTT mixing studies can help)
  • Genetic/molecular testing identifies specific mutations in F8 or F9 genes
"As with hemophilia A, the PTT is prolonged and the PT is normal. Diagnosis of Christmas disease is made by assay of factor IX levels." — Robbins, Cotran & Kumar

75. Clinical Features of Hemophilia

Both Hemophilia A and B share identical clinical presentations:
Musculoskeletal (most characteristic):
  • Hemarthrosis (joint bleeding) — most common site; knees > elbows > ankles > shoulders > hips
  • Acute: warmth, swelling, severe pain, limited range of motion
  • Chronic: synovial hypertrophy → hemophilic arthropathy → joint destruction, deformity, ankylosis
Soft tissue:
  • Deep muscle hematomas (iliopsoas is particularly dangerous — can compress femoral nerve)
  • Retroperitoneal bleeding
Life-threatening:
  • Intracranial hemorrhage — major cause of death
  • Airway hematomas (neck, pharynx)
Post-procedural:
  • Prolonged bleeding after tooth extraction, surgery, circumcision
Severity correlates with factor level:
  • Severe: spontaneous bleeds from infancy/childhood
  • Mild: only with significant trauma
Complications:
  • Inhibitor development (IgG antibodies to factor VIII) — in ~15–30% of severe hemophilia A
  • Historically: HIV and hepatitis C from contaminated factor concentrates (prior to recombinant era)

76. Vasopathies: Causes and Clinical Manifestations

Hereditary Vasopathies

DiseaseDefectManifestations
Hereditary hemorrhagic telangiectasia (Osler-Weber-Rendu)Autosomal dominant; mutations in endoglin or ALK1Recurrent epistaxis, telangiectasias on lips/tongue/fingers/mucosa, GI bleeds, AV malformations in lungs/liver/brain
Ehlers-Danlos syndromeCollagen synthesis defectsEasy bruising, hyperelastic skin, joint hypermobility, perifollicular hemorrhage
Marfan syndromeFibrillin defectAortic aneurysm, fragile vessels

Acquired Vasopathies

CauseManifestations
Scurvy (Vitamin C deficiency)Perifollicular hemorrhage, corkscrew hairs, gum bleeding, poor wound healing
Corticosteroid excess / Cushing'sEasy bruising, thin friable skin
Senile purpura (elderly)Purpura on dorsum of hands/forearms from loss of perivascular supporting tissue
AmyloidosisPeriorbital purpura ("raccoon eyes"), easy bruising — amyloid deposits weaken vessel walls
Hypersensitivity vasculitisPalpable purpura (immune complex deposition)
InfectionsMeningococcemia → petechiae/purpura; rickettsiae → vasculitis
Lab findings in vasopathies: platelet count normal, PT normal, PTT normal, bleeding time normal or mildly prolonged, tourniquet test may be positive.

77. Clinical Features and Diagnosis of Werlhof's Disease (ITP — Immune Thrombocytopenic Purpura)

Werlhof's disease = Idiopathic (Immune) Thrombocytopenic Purpura (ITP)

Pathogenesis

Autoantibodies (usually IgG) directed against platelet surface glycoproteins (GPIIb/IIIa or GPIb/IX) → splenic macrophage destruction of opsonized platelets → thrombocytopenia.
  • May be primary (idiopathic) or secondary (SLE, HIV, HCV, lymphoma, drugs)

Forms

  • Acute ITP (children): self-limited, often post-viral (1–2 weeks after infection); usually resolves spontaneously in weeks to months
  • Chronic ITP (adults, especially women): insidious onset, >6 months duration; often requires treatment

Clinical Features

  • Petechiae — especially on legs, oral mucosa
  • Purpura — non-palpable
  • Easy bruising (ecchymoses)
  • Mucosal bleeding — epistaxis, gingival bleeding, menorrhagia
  • No splenomegaly (unlike other thrombocytopenias)
  • Feared: intracranial hemorrhage (when platelets < 10,000/μL)
  • Generally well-appearing (no fever, no signs of underlying disease in primary ITP)

Diagnosis

FindingResult
Platelet count< 100,000/μL (often < 30,000 in acute)
PT, PTTNormal
Bleeding timeProlonged
Peripheral blood smear↓ platelets; large (young) platelets present
Bone marrow biopsyIncreased megakaryocytes (increased production to compensate)
Anti-platelet antibodiesPositive (but test not always reliable)
Exclusion of secondary causesHIV, HCV, ANA, drug history

78 & 79. Hemorrhagic Vasculitis / Henoch-Schönlein Disease: Clinical Forms and Diagnosis

Henoch-Schönlein Purpura (HSP) = IgA Vasculitis — the most common systemic vasculitis in children.

Pathogenesis

IgA immune complex deposition in small vessel walls → leukocytoclastic vasculitis → vessel inflammation and hemorrhage.

Clinical Forms / Tetrad

SystemManifestation
SkinPalpable purpura — non-thrombocytopenic; lower extremities and buttocks; starts as urticaria/erythema → purpura
JointsArthritis/arthralgia — knees, ankles; periarticular swelling; non-deforming
GI tractAbdominal pain (colicky), nausea, vomiting, GI bleeding (intussusception possible, especially in children)
KidneysHSP nephritis — hematuria, proteinuria; mesangial IgA deposits (similar to IgA nephropathy); may progress to renal failure
Additional features: scrotal edema in boys, CNS involvement (rare)

Diagnosis

  • Clinical: classic tetrad (purpura + arthritis + abdominal pain + renal involvement)
  • Lab:
    • Platelet count — normal (non-thrombocytopenic purpura — key distinguishing feature from ITP!)
    • PT, PTT — normal
    • ↑ Serum IgA (in ~50%)
    • Urinalysis: hematuria ± proteinuria
    • ↑ ESR, CRP
  • Skin biopsy: leukocytoclastic vasculitis; IgA deposits on direct immunofluorescence — diagnostic
  • Renal biopsy (if nephritis): mesangial IgA deposits

Clinical Evaluation Principles

(Andrews' Diseases of the Skin): History of recent infection (group A streptococcus most common trigger), drugs, CBC, urinalysis, ASO titer, ANA, RF. Skin biopsy with DIF for IgA confirms HSP.

80. DIC Syndrome — Clinical Presentation

Disseminated Intravascular Coagulation (DIC) is a secondary, acquired thrombohemorrhagic disorder characterized by systemic activation of coagulation.

Pathogenesis

Two triggers:
  1. Release of tissue factor/procoagulants into circulation (obstetric complications, cancer, trauma)
  2. Widespread endothelial injury (sepsis, burns, immune complexes)
→ Thrombin generation → microthrombi throughout microcirculation → consumption of platelets + fibrinogen + coagulation factors + secondary fibrinolysis activation

Causes (major)

  • Sepsis (most common — gram-negative or gram-positive)
  • Obstetric complications — abruptio placentae, amniotic fluid embolism, eclampsia, retained dead fetus
  • Malignancies — acute promyelocytic leukemia (APL), adenocarcinoma
  • Major trauma / burns
  • Transfusion reactions
  • Snake venom

Clinical Presentation

DIC presents as a paradox of simultaneous thrombosis AND bleeding:
Hemorrhagic manifestations (from factor consumption):
  • Petechiae, purpura, ecchymoses
  • Oozing from venipuncture sites, surgical wounds, IV lines
  • Mucosal bleeding, hematuria, GI bleeding
  • Severe: massive hemorrhage
Thrombotic manifestations (from microthrombi):
  • Microangiopathic hemolytic anemia (schistocytes on smear)
  • Acute renal failure (glomerular microthrombi → oliguria)
  • Respiratory failure / ARDS (fibrin in alveolar capillaries → hyaline membranes)
  • Neurologic: seizures, coma (cerebral microinfarcts)
  • Shock (adrenal hemorrhage/infarction in severe sepsis → Waterhouse-Friderichsen syndrome in meningococcemia)
  • Acral cyanosis, skin necrosis
Acute DIC (e.g., obstetric, trauma): dominated by bleeding diathesis Chronic DIC (e.g., cancer): dominated by thrombotic complications

Laboratory Diagnosis

TestDIC Result
PT (prolonged)
PTT
Platelet count
Fibrinogen (consumed)
D-dimer↑↑ (fibrinolysis marker)
Fibrin degradation products (FDP)
Blood smearSchistocytes (microangiopathic hemolysis)
"DIC can give rise either to tissue hypoxia and microinfarcts caused by myriad microthrombi or to a bleeding disorder related to pathologic activation of fibrinolysis and depletion of the elements required for hemostasis." — Robbins Basic Pathology

81. Principles of Treatment of Hemorrhagic Vasculitis (HSP / Leukocytoclastic Vasculitis)

(Andrews' Diseases of the Skin; Robbins)

General Principles

  1. Identify and remove the trigger — stop causative drug, treat underlying infection (antibiotics for streptococcal trigger), treat malignancy
  2. Rest and elevation of affected extremities (reduces dependent edema and lesion formation)
  3. Avoid cold and trauma

Medical Treatment (by severity)

SeverityTreatment
Mild (skin only, clinically well)Symptomatic care: rest, elevation, analgesics (NSAIDs for arthralgia), observe
Moderate (recurrent/chronic)Colchicine 0.6 mg 2–3×/day; or Dapsone 50–200 mg/day; antihistamines
Severe (systemic involvement, necrotic lesions, nephritis)Systemic corticosteroids — prednisolone 1–2 mg/kg/day (60–80 mg/day); may prevent GI complications in HSP
Refractory/chronicImmunosuppressants: azathioprine, mycophenolate mofetil, cyclophosphamide, rituximab
HSP nephritisHigh-dose corticosteroids ± ACE inhibitors; immunosuppression for severe nephritis

Key Points

  • Most cases of cutaneous LCV are self-limited (resolve in 3–4 weeks); aggressive treatment not initially needed if urinalysis is normal
  • Monitoring: urinalysis at every visit (to detect HSP nephritis early — can be delayed)
  • HSP in children usually resolves spontaneously; in adults tends to be more severe and chronic

82. Methods of Hemostasis Research (Laboratory Tests)

Primary Hemostasis Tests (Platelets + Vessels)

TestWhat it measures
Platelet countNumber of platelets (normal: 150–400 × 10⁹/L)
Bleeding time (template)Primary hemostasis (platelet plug formation) ↑ in thrombocytopenia, vWD, platelet dysfunction
Platelet function analyzer (PFA-100)Simulates platelet adhesion/aggregation under shear stress; replaces bleeding time in many labs
Platelet aggregometryTests aggregation response to ADP, collagen, epinephrine, thrombin, ristocetin
Ristocetin cofactor assayvWF function
vWF antigenvWF quantity

Secondary Hemostasis Tests (Coagulation Cascade)

TestPathwayWhat it detects
PT (Prothrombin Time)Extrinsic (VII) + Common (X, V, II, I)Liver disease, warfarin effect, factor VII deficiency
INRStandardized PT ratioAnticoagulation monitoring
aPTT (activated Partial Thromboplastin Time)Intrinsic (XII, XI, IX, VIII) + CommonHemophilia A/B, heparin, lupus anticoagulant
Thrombin time (TT)Fibrinogen → fibrin conversionLow fibrinogen, heparin, dysfibrinogenemia
Fibrinogen levelSubstrateDIC, liver disease
Mixing studiesPT or PTT + normal plasmaDifferentiates factor deficiency (corrects) from inhibitor (does not correct)
Specific factor assaysIndividual factorsDiagnoses specific deficiencies (e.g., factor VIII for hemophilia A)

Fibrinolysis Tests

TestPurpose
D-dimerCross-linked fibrin degradation → DIC, PE, DVT
FDP (Fibrin/Fibrinogen Degradation Products)Fibrinolysis activity
Euglobulin lysis timeFibrinolytic activity

Other / Special Tests

TestPurpose
Bone marrow biopsyMegakaryocyte assessment (ITP: increased; aplasia: decreased)
Tourniquet test (Rumpel-Leede)Vascular/platelet fragility (petechiae after cuff inflation)
Anti-platelet antibodiesITP
Bethesda assayInhibitor titer in hemophilia
Direct immunofluorescence (skin biopsy)IgA in HSP, immunofluorescence in other vasculitides
Thromboelastography (TEG) / ROTEMGlobal viscoelastic assessment of whole blood clot formation and lysis; used in OR/trauma

Sources: Robbins, Cotran & Kumar — Pathologic Basis of Disease; Robbins & Kumar — Basic Pathology; Quick Compendium of Clinical Pathology, 5th ed.; Andrews' Diseases of the Skin

53.Modern classification of anemia. 54.Etiological factors contributing to the development of anemic syndrome. 55.Classification of hemolytic anemias: congenital and acquired forms. 56.Diagnostic criteria for iron deficiency anemia. 57.Diagnostic criteria for B-12 and folate deficiency anemia. 58.Diagnostic criteria for hypo- and aplastic anemia. 59.Diagnostic criteria for hemolytic anemia. 60.Differential diagnosties of hypo-aplastic anemia and leukemia 61.Laboratory indicators for hypo- and aplastic anemia. 62.Methods of bone marrow examination 63.Diagnosis and principles of treatment of iron deficiency anemia. 64.Iron-containing drugs, indications and contraindications 65.Diagnosis and principles of treatment of B12 and folate deficiency anemia. 66.Diagnosis and principles of treatment of hemolytic anemia.

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Anemia — Complete Reference (Questions 53–66)


53. Modern Classification of Anemia

Anemia is classified by two parallel systems that are used together in clinical practice.

A. Morphological Classification (by MCV — Mean Corpuscular Volume)

TypeMCVCauses
Microcytic (MCV < 80 fL)Small RBCsIron deficiency, thalassemia, anemia of chronic disease (sometimes), sideroblastic anemia
Normocytic (MCV 80–100 fL)Normal-sized RBCsAplastic anemia, hemolytic anemia (acute), anemia of chronic disease, renal disease, bone marrow infiltration, endocrinopathies, acute blood loss
Macrocytic (MCV > 100 fL)Large RBCsMegaloblastic: B12 or folate deficiency, chemotherapy, myelodysplasia; Non-megaloblastic (round macrocytes): alcohol, liver disease, hypothyroidism, reticulocytosis
Macrocytic anemias are further divided: oval macrocytes = defective DNA synthesis (B12/folate); round macrocytes = membrane defects (alcohol, liver disease)

B. Pathophysiological/Mechanistic Classification

MechanismExamples
Decreased RBC production (hypoproliferative)Nutritional deficiency (iron, B12, folate), aplastic anemia, anemia of chronic disease, renal failure (↓EPO), myelophthisic anemia
Increased RBC destruction (hemolytic)Hereditary (spherocytosis, G6PD, sickle cell) or acquired (autoimmune, TTP, malaria)
Blood lossAcute hemorrhage, chronic GI/menstrual blood loss
Reticulocyte count is the key discriminator:
  • ↑ Reticulocytes → increased loss/destruction (hemorrhage or hemolysis)
  • ↓ Reticulocytes → underproduction (bone marrow problem or nutritional deficiency)
"There are two general ways of classifying anemia. A time-honored and still practical way is by the size of the red cell, as this can help guide diagnostic workup. Another method is by mechanism of anemia." — Harrison's Principles of Internal Medicine, 22e

54. Etiological Factors Contributing to the Development of Anemic Syndrome

I. Nutritional Deficiencies

  • Iron deficiency (most common worldwide — affects 25–50% in developing countries)
  • Vitamin B12 deficiency (veganism, malabsorption, pernicious anemia)
  • Folate deficiency (poor diet, pregnancy, alcohol use, drugs like methotrexate)
  • Vitamin C deficiency (scurvy — interferes with iron absorption and erythropoiesis)
  • Copper deficiency (rare)

II. Bone Marrow Failure

  • Aplastic anemia (idiopathic, drugs, toxins, radiation, viral infections)
  • Myelodysplastic syndromes
  • Marrow infiltration — leukemia, lymphoma, metastatic cancer, myelofibrosis, granulomatous disease (myelophthisic anemia)

III. Increased RBC Destruction (Hemolysis)

  • Intrinsic (congenital): hereditary spherocytosis, G6PD deficiency, sickle cell disease, thalassemia, PNH
  • Extrinsic (acquired): autoimmune hemolytic anemia, TTP/HUS, malaria, mechanical destruction (prosthetic valves), drugs, infections

IV. Blood Loss

  • Acute hemorrhage
  • Chronic bleeding: GI (peptic ulcer, cancer, inflammatory bowel disease), menorrhagia, hematuria

V. Decreased Erythropoietin Production

  • Chronic kidney disease (↓ EPO synthesis)
  • Endocrine disorders (hypothyroidism, adrenal insufficiency, hypogonadism)

VI. Anemia of Chronic Inflammation

  • Chronic infections (TB, osteomyelitis), rheumatoid arthritis, malignancy
  • Mechanism: ↑ hepcidin → ↓ iron release from macrophages → functional iron deficiency

55. Classification of Hemolytic Anemias: Congenital and Acquired Forms

Congenital (Hereditary) Hemolytic Anemias

A. RBC Membrane Defects
  • Hereditary spherocytosis (spectrin/ankyrin defects; autosomal dominant)
  • Hereditary elliptocytosis
  • Hereditary stomatocytosis
B. Enzyme Defects
  • G6PD deficiency (X-linked; Heinz body formation; triggered by oxidant stress — drugs, infection, fava beans)
  • Pyruvate kinase deficiency (autosomal recessive)
C. Hemoglobin Defects
  • Sickle cell disease (HbS; autosomal recessive)
  • Thalassemias (α and β — impaired globin chain synthesis)
  • HbC disease, HbE disease

Acquired Hemolytic Anemias

A. Immune-mediated
  • Autoimmune hemolytic anemia (AIHA):
    • Warm type (IgG antibodies, react at 37°C) — most common; idiopathic, SLE, lymphoma, drugs
    • Cold agglutinin disease (IgM antibodies, react < 37°C) — post-infection (Mycoplasma, EBV), lymphoma
  • Drug-induced (penicillin, methyldopa, quinidine)
  • Alloimmune — hemolytic transfusion reactions, HDN
B. Non-immune Mechanical
  • Microangiopathic hemolytic anemia (MAHA) — TTP, HUS, DIC, malignant hypertension
  • Prosthetic heart valves, march hemoglobinuria
C. Infectious
  • Malaria (Plasmodium directly destroys RBCs)
  • Clostridial infections (phospholipase damages RBC membrane)
D. Chemical/Physical
  • Oxidant drugs (in G6PD-deficient patients), snake venom, burns, hypotonic solutions
E. PNH (Paroxysmal Nocturnal Hemoglobinuria)
  • Acquired clonal defect; GPI anchor deficiency → RBCs susceptible to complement lysis

56. Diagnostic Criteria for Iron Deficiency Anemia (IDA)

Stages of Iron Deficiency (sequential)

  1. Iron depletion: ↓ storage iron (ferritin ↓), no anemia yet
  2. Iron-deficient erythropoiesis: ↓ serum iron, ↑ TIBC, ↓ transferrin saturation; reticulocytes affected
  3. Iron deficiency anemia: frank microcytic hypochromic anemia

Laboratory Criteria

ParameterFinding in IDA
Hemoglobin↓ (< 12 g/dL women; < 13 g/dL men)
MCV (< 80 fL) — microcytic
MCH (< 27 pg)
MCHC (< 32%) — hypochromic
Serum iron (< 60 μg/dL)
Serum ferritin↓↓ (< 12 ng/mL) — best indicator of depleted stores
TIBC (> 400 μg/dL) — compensatory
Transferrin saturation (< 15%)
Reticulocyte countNormal or ↓ (underproduction)
Peripheral smearMicrocytes, hypochromic cells, poikilocytes, target cells, pencil (cigar) cells
Bone marrow ironAbsent (Prussian blue stain — no hemosiderin in macrophages)
RBC distribution width (RDW) (anisocytosis)

Clinical Features

  • Fatigue, pallor, dyspnea on exertion
  • Pica (craving for ice, clay, starch)
  • Koilonychia (spoon-shaped nails)
  • Angular cheilitis, glossitis (smooth red tongue)
  • Brittle hair and nails
  • Plummer-Vinson syndrome (IDA + esophageal web + dysphagia)
"Iron deficiency is the most common nutritional deficiency in the world… serum ferritin level is usually a good surrogate measure of iron stores." — Robbins, Cotran & Kumar

57. Diagnostic Criteria for B12 and Folate Deficiency Anemia

Shared (Megaloblastic) Features

Blood smear:
  • Macro-ovalocytes (large, oval red cells) — highly characteristic
  • Hypersegmented neutrophils (≥5 lobes; 5 or more in ≥5% of neutrophils is diagnostic)
  • Anisocytosis, poikilocytosis
  • ↓ Reticulocytes
CBC: ↓ Hb, ↑ MCV (macrocytic), ↓ WBC, ↓ platelets (pancytopenia in severe cases)
Bone marrow: Hypercellular; megaloblastic erythroid precursors (large cells with fine, open nuclear chromatin — nuclear-cytoplasmic maturation asynchrony: mature-looking cytoplasm, immature nucleus); giant metamyelocytes and band neutrophils
↑ LDH and indirect bilirubin (ineffective erythropoiesis and intramedullary hemolysis)

Vitamin B12 Deficiency — Specific Criteria

TestFinding
Serum B12< 200 pg/mL (deficient)
Serum folateNormal or ↑ (in pure B12 deficiency)
Serum homocysteine (elevated)
Methylmalonic acid (MMA)↑↑ — specific for B12 deficiency (not elevated in folate deficiency)
Intrinsic factor antibodiesPositive in pernicious anemia (anti-IF and anti-parietal cell antibodies)
Schilling test↓ B12 absorption corrected by IF (in pernicious anemia)
Neurological features (unique to B12 — folate does NOT cause this):
  • Subacute combined degeneration of the spinal cord
  • Posterior column (vibration/proprioception loss) + lateral corticospinal tracts (spastic paraparesis)
  • Peripheral neuropathy, glossitis, psychiatric symptoms ("megaloblastic madness")

Folate Deficiency — Specific Criteria

TestFinding
Serum folate (< 2 ng/mL)
RBC folate (more reliable; < 150 ng/mL)
Serum B12Normal
Methylmalonic acidNormal (key distinction from B12 deficiency)
Homocysteine (same as B12 deficiency)
No neurological manifestations (unlike B12 deficiency)
"Findings supporting the diagnosis of vitamin B12 deficiency are (1) low serum vitamin B12 levels, (2) normal or elevated serum folate levels, (3) moderate to severe macrocytic anemia, (4) leukopenia with hypersegmented granulocytes, and (5) a dramatic increase in reticulocytes 2 to 3 days after treatment with vitamin B12. Pernicious anemia is associated with all of these findings plus the presence of serum antibodies to intrinsic factor." — Robbins Basic Pathology

58. Diagnostic Criteria for Hypo- and Aplastic Anemia

Aplastic Anemia — Definition

Aplastic anemia = chronic primary hematopoietic failure with pancytopenia due to bone marrow hypocellularity. Stem cells are destroyed or suppressed.

Diagnostic Criteria (International Aplastic Anemia Study Group)

Peripheral blood — at least 2 of 3 cytopenias:
ParameterSevere AAVery Severe AA
Neutrophils< 0.5 × 10⁹/L< 0.2 × 10⁹/L
Platelets< 20 × 10⁹/L< 20 × 10⁹/L
Reticulocytes< 20 × 10⁹/L (< 1%)< 20 × 10⁹/L
Bone marrow biopsy (mandatory): Cellularity < 25% (hypocellular), or < 50% cellularity with < 30% hematopoietic cells; fat cells and stromal cells predominate; no abnormal infiltrate

Laboratory Findings in Aplastic Anemia

  • ↓ Hb, ↓ WBC (especially neutrophils), ↓ platelets → pancytopenia
  • Normocytic (usually) or macrocytic anemia
  • ↓↓ Reticulocytes (hallmark of underproduction)
  • Normal RBC morphology on smear (no poikilocytes typical of hemolysis)
  • Bone marrow: fatty replacement of hematopoietic tissue
  • ↑ EPO (compensatory)
  • Normal B12, folate, iron stores

Clinical Features

  • Insidious onset of weakness, pallor, dyspnea (anemia)
  • Petechiae, ecchymoses (thrombocytopenia)
  • Recurrent bacterial/fungal infections (neutropenia)
  • No splenomegaly (important negative finding — if present, consider alternative diagnosis)
"Aplastic anemia does not cause splenomegaly; if present, another diagnosis should be sought." — Robbins Basic Pathology

59. Diagnostic Criteria for Hemolytic Anemia

General Evidence of Hemolysis

Evidence of increased RBC destruction:
ParameterFinding
Indirect (unconjugated) bilirubin (from Hb breakdown)
LDH (released from lysed RBCs)
Haptoglobin↓↓ (binds free Hb → consumed)
Free plasma hemoglobin (intravascular hemolysis)
Hemoglobinuria/hemosiderinuriaIntravascular hemolysis (dark urine)
Urobilinogen (urine)
Evidence of compensatory erythropoiesis:
ParameterFinding
Reticulocytes↑↑ (> 2–3%; key finding)
Bone marrowErythroid hyperplasia (M:E ratio ↓)
Polychromasia on smearIndicates reticulocytosis
Peripheral blood smear findings (varies by type):
  • Spherocytes → hereditary spherocytosis or warm AIHA
  • Schistocytes/helmet cells → microangiopathic (TTP, HUS, DIC)
  • Sickle cells → sickle cell disease
  • Target cells → thalassemia, HbC, liver disease
  • Bite cells/blister cells → G6PD deficiency
  • Elliptocytes → hereditary elliptocytosis
Specific tests:
  • Direct Antiglobulin Test (DAT/Coombs test): Positive → autoimmune hemolysis; Negative → non-immune
  • Osmotic fragility test: ↑ in hereditary spherocytosis
  • G6PD assay: enzyme activity
  • Hemoglobin electrophoresis: sickle cell, thalassemia
  • Flow cytometry (CD55/CD59): PNH

60. Differential Diagnosis of Hypo-Aplastic Anemia vs. Leukemia

Both present with pancytopenia and can be confused clinically. Bone marrow examination is essential to distinguish them.
FeatureAplastic AnemiaLeukemia (Aleukemic)
OnsetInsidiousVariable
LymphadenopathyAbsentOften present
SplenomegalyAbsentOften present
HepatomegalyAbsentMay be present
Peripheral smearPancytopenia, normal morphology; no blastsPancytopenia; blasts may be seen
Peripheral blastsNonePresent (in acute leukemia)
WBC↓ (neutropenia)↓, normal, or ↑
Bone marrow cellularityHypocellular (< 25%); fat replacementHypercellular (packed with blasts)
Bone marrow blasts< 5% (normal)> 20% (AML/ALL diagnostic)
Abnormal cellsAbsentLeukemic blasts (abnormal morphology)
CytogeneticsUsually normalOften abnormal clonal karyotype
Flow cytometryNormal residual cellsAbnormal immunophenotype
LDHMildly ↑Often markedly ↑↑
Uric acidNormal (high tumor burden)
Response to immunosuppressionYes (60–70%)No
"It is important to separate aplastic anemia from anemia caused by marrow infiltration (myelophthisic anemia), 'aleukemic leukemia,' and granulomatous diseases, which may have similar clinical presentations but are easily distinguished by examination of the bone marrow." — Robbins Basic Pathology

61. Laboratory Indicators for Hypo- and Aplastic Anemia

TestFinding
Hemoglobin↓ (normocytic, sometimes macrocytic)
WBC↓ (absolute neutropenia)
Platelets↓ (thrombocytopenia)
Reticulocytes↓↓ (< 20 × 10⁹/L or < 1%) — critical indicator of underproduction
Peripheral smearPancytopenia; RBCs often normal morphology; no blasts
MCVNormal or slightly elevated
Bone marrow cellularity< 25% (fatty marrow on biopsy)
Serum EPO (compensatory elevation)
Iron stores (bone marrow)Normal or ↑ (iron not utilized → stores accumulate)
Serum B12, folateNormal (rules out megaloblastic anemia)
LFTs, renal functionUsually normal
Flow cytometry (GPI anchors)Rules out PNH
CytogeneticsUsually normal (abnormal → leukemia or MDS)
Fetal hemoglobin (HbF)May be elevated (compensatory)
Ham test / Sugar water testIf PNH suspected
Severity grading:
  • Severe AA: ANC < 0.5 × 10⁹/L + platelets < 20 × 10⁹/L + reticulocytes < 20 × 10⁹/L
  • Very severe: ANC < 0.2 × 10⁹/L

62. Methods of Bone Marrow Examination

1. Bone Marrow Aspiration

  • Site: Posterior iliac spine (preferred); also sternum (less common), anterior iliac spine in children
  • Technique: Needle inserted into marrow cavity; 1–2 mL of marrow fluid aspirated
  • Stains: Wright-Giemsa stain
  • What it shows:
    • Individual cell morphology
    • Differential cell count (myeloid:erythroid ratio; normal = 2:1–5:1)
    • Blast percentage
    • Iron stores (Prussian blue stain)
    • Megakaryocyte morphology
  • Additional samples: flow cytometry, cytogenetics, molecular testing, microbiological culture

2. Bone Marrow Biopsy (Trephine)

  • Same site (posterior iliac spine) — a core of intact marrow is removed
  • Fixation, decalcification, sectioning, H&E staining
  • What it shows:
    • Cellularity (normal ~50%; approximates patient's age in % fat)
    • Architecture — presence of fibrosis, infiltrates, granulomas
    • Identification of abnormal cells in context of preserved structure
  • Critical for: aplastic anemia (hypocellularity), myelofibrosis, metastatic cancer, lymphoma, granulomatous disease

3. Procedure Notes

"The biopsy should precede the aspiration. If the aspiration is done first, the subsequent biopsy tends to be distorted by the bleeding induced by the aspiration." — Harrison's 22e
  • Dry tap (unable to aspirate): suggests myelofibrosis, hairy cell leukemia, aplastic anemia, packed marrow — biopsy mandatory; touch imprints made
  • Both aspiration AND biopsy are usually performed together

Indications for Bone Marrow Examination

  • Aplastic anemia, pure red cell aplasia
  • Unexplained pancytopenia or cytopenias
  • Suspected leukemia, lymphoma, myeloma, myelodysplasia
  • Staging of hematologic malignancies
  • Suspected marrow metastases
  • Unexplained fever, splenomegaly
  • Confirmation of megaloblastic anemia (if diagnosis unclear)
  • Evaluation of iron stores (less commonly needed)

63. Diagnosis and Principles of Treatment of Iron Deficiency Anemia

Diagnosis (Summary)

  • Microcytic, hypochromic anemia (↓ MCV, ↓ MCH, ↓ MCHC)
  • ↓ Serum ferritin (< 12–30 ng/mL) — most sensitive marker
  • ↓ Serum iron, ↑ TIBC, ↓ transferrin saturation (< 15%)
  • Smear: microcytes, hypochromic cells, pencil cells, anisocytosis (↑ RDW)
  • Absent bone marrow iron (Prussian blue stain)
  • Always investigate the CAUSE — find the source of blood loss (upper/lower GI endoscopy if needed; menstrual history; dietary assessment)

Principles of Treatment

1. Treat the underlying cause (stop blood loss, dietary modification)
2. Iron replacement therapy
Oral iron (first-line, non-severe):
  • Ferrous sulfate 325 mg (65 mg elemental iron) × 2–3 times/day on an empty stomach
  • Alternatives: ferrous gluconate, ferrous fumarate
  • Taken between meals (best absorption); vitamin C (ascorbic acid) enhances absorption
  • Expected response: reticulocytosis within 5–7 days; Hb rises ~1–2 g/dL per week
  • Continue therapy for 3–6 months after Hb normalizes to replenish stores
  • Side effects: nausea, constipation, dark stools, abdominal discomfort
Parenteral (IV/IM) iron (when oral fails or is contraindicated):
  • Iron sucrose, ferric carboxymaltose, iron dextran, ferric gluconate
  • Indications: malabsorption (Crohn's disease, post-gastrectomy), intolerance to oral iron, severe anemia requiring rapid correction, chronic kidney disease on hemodialysis
3. Dietary advice: increase red meat, legumes, dark green vegetables; avoid tea/coffee with meals (inhibit absorption)
4. Transfusion: only if severe symptomatic anemia (Hb < 7 g/dL) or cardiovascular compromise

64. Iron-Containing Drugs: Indications and Contraindications

Oral Iron Preparations

DrugElemental Iron Content
Ferrous sulfate (FeSO₄)20% (325 mg tablet → 65 mg elemental Fe)
Ferrous gluconate12%
Ferrous fumarate33%
Ferric polymaltose complexVariable; better GI tolerability
Indications for iron therapy:
  • Iron deficiency anemia (treatment and prophylaxis)
  • Pregnancy (prophylaxis: 30–60 mg/day elemental iron)
  • Infants and children with dietary iron insufficiency
  • Chronic blood loss (menorrhagia, GI bleeding)
  • Pre-operative anemia
  • Chronic kidney disease (with or without EPO therapy)
Contraindications to oral iron:
  • Hemochromatosis / hemosiderosis (iron overload states)
  • Hemolytic anemias (thalassemia, G6PD) — iron is NOT deficient; supplementation causes iron overload
  • Aplastic anemia (not iron deficient)
  • Anemia of chronic disease without confirmed iron deficiency (ferritin > 100 ng/mL)
  • Active peptic ulcer disease (relative contraindication; may worsen symptoms)
  • Inflammatory bowel disease in remission (risk of exacerbation with oral iron)
Contraindications to IV iron:
  • Known hypersensitivity / anaphylaxis to the specific preparation
  • Acute phase of infection (iron can feed bacterial growth)
  • Hemochromatosis
Drug interactions:
  • Absorption reduced by: antacids, proton pump inhibitors, tetracyclines, fluoroquinolones, calcium, tea, phytates
  • Absorption enhanced by: ascorbic acid (vitamin C)
  • Iron reduces absorption of: levodopa, levothyroxine, quinolone antibiotics, bisphosphonates

65. Diagnosis and Principles of Treatment of B12 and Folate Deficiency Anemia

Diagnosis

Shared features (see Q57 for full criteria):
  • Macrocytic anemia (↑ MCV), macro-ovalocytes, hypersegmented neutrophils
  • ↑ LDH, ↑ indirect bilirubin (ineffective erythropoiesis)
  • Pancytopenia in severe cases
  • Bone marrow: megaloblastic erythroid hyperplasia, giant metamyelocytes
B12 deficiency: Low serum B12 + ↑ MMA + neurological signs (subacute combined degeneration)
Folate deficiency: Low serum/RBC folate + ↑ homocysteine + normal MMA + no neurological signs
Pernicious anemia (most common cause of B12 deficiency in adults): Anti-intrinsic factor antibodies, anti-parietal cell antibodies, achlorhydria, gastric atrophy; Schilling test abnormal (corrected by IF)

Principles of Treatment

Vitamin B12 Deficiency:
  • Intramuscular cyanocobalamin or hydroxocobalamin (preferred for pernicious anemia and malabsorption):
    • 1,000 mcg IM daily × 7 days → weekly × 4 weeks → monthly for life (pernicious anemia = lifelong)
  • Oral B12 (high-dose): 1,000–2,000 mcg/day — effective even without IF (passive absorption), useful for dietary deficiency
  • Sublingual B12 also available
  • Response: reticulocytosis peaks at 5–7 days; Hb normalizes in 6–8 weeks; neurological recovery may be partial (irreversible if long-standing)
  • Treat underlying cause: discontinue offending drugs, treat bacterial overgrowth, correct malabsorption
Folate Deficiency:
  • Folic acid 1–5 mg/day orally × 4 months (until stores replenished)
  • Higher doses in hemolytic anemia, pregnancy, or malabsorption
  • Prophylaxis: 0.4 mg/day in pregnancy (5 mg/day if high risk) — prevents neural tube defects
  • Dietary counseling: increase leafy greens, citrus, liver
  • Avoid folate antagonists (methotrexate, trimethoprim — consider folinic acid rescue)
Important caution: Never give folate alone to a B12-deficient patient without B12 replacement — folate "masks" the hematologic abnormalities but allows neurological damage to progress.

66. Diagnosis and Principles of Treatment of Hemolytic Anemia

Diagnosis

Step 1 — Confirm hemolysis (see Q59):
  • ↑ LDH, ↑ indirect bilirubin, ↓ haptoglobin, ↑ reticulocytes, peripheral smear abnormalities
Step 2 — Determine site:
  • Intravascular: hemoglobinuria (dark urine), hemoglobinemia, hemosiderinuria, very low haptoglobin → suggests mechanical (TTP, valve), PNH, ABO mismatch, G6PD crisis
  • Extravascular: mild jaundice, splenomegaly, no hemoglobinuria → AIHA, hereditary spherocytosis
Step 3 — Determine cause (key tests):
  • DAT (Direct Antiglobulin/Coombs test): Positive = immune-mediated; Negative = non-immune
  • Peripheral smear: spherocytes, schistocytes, sickle cells, target cells, bite cells
  • Osmotic fragility: ↑ in spherocytosis
  • Hb electrophoresis: sickle cell, thalassemia
  • G6PD assay: enzyme deficiency
  • Flow cytometry (CD55/CD59): PNH
  • Cold agglutinin titer: cold AIHA
  • Blood culture, serology: infectious causes

Principles of Treatment

TypeTreatment
Warm AIHA (IgG)Corticosteroids (prednisone 1–2 mg/kg/day) first-line; splenectomy if refractory; rituximab (anti-CD20); immunosuppression (azathioprine, cyclophosphamide)
Cold AIHA (IgM)Keep patient warm; rituximab; chlorambucil; avoid cold exposure; steroids less effective
Drug-inducedStop the offending drug
Hereditary spherocytosisSplenectomy (removes main site of RBC destruction) + folic acid supplementation
G6PD deficiencyAvoid triggers (oxidant drugs, fava beans, infections); supportive care during acute crisis; transfusion if severe
Sickle cell diseaseHydroxyurea (↑ HbF), folic acid, pain management, hydration; exchange transfusion for crises; stem cell transplant (curative); penicillin prophylaxis
Thalassemia majorRegular blood transfusions + iron chelation (deferoxamine, deferasirox) to prevent hemosiderosis; stem cell transplant (curative)
TTPPlasma exchange (first-line emergency); corticosteroids; rituximab; caplacizumab
HUSSupportive; eculizumab in atypical HUS; plasma exchange
PNHEculizumab (anti-C5 complement inhibitor) — highly effective; reduces hemolysis and thrombosis
All typesFolic acid supplementation (increased requirements from compensatory erythropoiesis); transfusion for life-threatening anemia
General supportive measures:
  • Folic acid 1–5 mg/day (all chronic hemolytic anemias — demand is increased)
  • Avoid splenectomy until age 5+ (infection risk); post-splenectomy vaccines (pneumococcal, meningococcal, Haemophilus)
  • Iron chelation when iron overload develops from repeated transfusions
  • Monitor for gallstones (pigment gallstones from chronic hemolysis — may require cholecystectomy)

Sources: Robbins, Cotran & Kumar — Pathologic Basis of Disease; Robbins & Kumar — Basic Pathology; Harrison's Principles of Internal Medicine, 22e; Goldman-Cecil Medicine; Quick Compendium of Clinical Pathology
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