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Tutorial: Microcytic & Macrocytic Anemias
Based on Robbins & Kumar Basic Pathology and Robbins, Cotran & Kumar Pathologic Basis of Disease
Conceptual Framework: Classifying Anemia by MCV
| MCV | Category | Key Causes |
|---|
| < 80 fL | Microcytic | Iron deficiency, thalassemia, anemia of chronic disease, sideroblastic anemia |
| 80–100 fL | Normocytic | Hemolytic anemias, aplastic anemia, acute blood loss |
| > 100 fL | Macrocytic | Megaloblastic (B12/folate deficiency), non-megaloblastic (liver disease, hypothyroidism, drugs) |
PART I — MICROCYTIC ANEMIAS (MCV < 80 fL)
The unifying pathophysiology is impaired hemoglobin synthesis, affecting heme (iron deficiency, sideroblastic), globin (thalassemia), or both.
1. Iron Deficiency Anemia (IDA)
Epidemiology: The most common nutritional deficiency worldwide. ~10% of people in high-resource countries and 25–50% in low-resource countries are anemic, with IDA the leading cause.
Iron Metabolism (Essential Background)
- Total body iron: ~3.5 g (men) / ~2.5 g (women)
- Functional pool (80%): Hemoglobin, myoglobin, iron-containing enzymes (catalase, cytochromes)
- Storage pool (15–20%): Ferritin and hemosiderin in liver macrophages, spleen, and bone marrow
| Parameter | Normal value |
|---|
| Serum iron | ~120 µg/dL (men), ~100 µg/dL (women) |
| Transferrin saturation | ~33% |
| TIBC | 300–350 µg/dL |
| Dietary iron (Western diet) | 10–20 mg/day |
| Daily iron loss | 1–2 mg/day (mucosal/skin cell shedding) |
Iron absorption pathway (duodenum):
- Fe³⁺ → Fe²⁺ via duodenal cytochrome B (ferric reductase)
- Fe²⁺ enters enterocyte via DMT-1 (divalent metal transporter-1)
- Fe²⁺ exits basolateral membrane via ferroportin
- Reoxidised to Fe³⁺ by hephaestin/ceruloplasmin → binds transferrin
Hepcidin: A liver-secreted peptide that negatively regulates ferroportin. Iron levels are sensed by HFE protein on hepatocytes → rising iron → rising hepcidin → less ferroportin → less absorption. Hepcidin is also upregulated by IL-6 (inflammation) and downregulated by erythroferrone (from erythroblasts during active erythropoiesis).
Causes of IDA
| Setting | Cause |
|---|
| High-resource countries | Chronic blood loss — GI tract (peptic ulcer, colon cancer, hemorrhoids); female genital tract (menorrhagia) |
| Low-resource countries | Inadequate intake — vegetarian diets, low bioavailability |
| Universal | Increased demand — pregnancy, infancy |
| Malabsorption | Celiac disease, gastritis, post-gastrectomy |
Stages of Iron Deficiency (in sequence)
- Depletion of iron stores → ↓ serum ferritin, absent bone marrow iron staining; no anemia yet
- Iron-limited erythropoiesis → ↓ serum iron, ↑ TIBC, ↓ transferrin saturation
- Frank IDA → microcytic hypochromic anemia, ↑ erythropoietin (marrow response blunted by iron lack)
Morphology
Fig. 10.10 — Iron deficiency anemia peripheral smear: microcytic, hypochromic red cells with increased central pallor. Scattered fully haemoglobinised cells from a recent transfusion appear darker. (Robbins Basic Pathology)
- Microcytic, hypochromic RBCs (MCV ↓, MCH ↓, MCHC ↓)
- Increased central pallor (>1/3 of cell diameter)
- Anisocytosis + poikilocytosis
- Platelets often elevated (reactive thrombocytosis)
- Reticulocyte count: normal or slightly low (response blunted)
Lab Findings Summary
| Test | IDA | ACD | Thalassemia trait |
|---|
| Serum iron | ↓ | ↓ | Normal |
| Ferritin | ↓ | ↑ | Normal/↑ |
| TIBC | ↑ | ↓ | Normal |
| Transferrin saturation | ↓ | ↓ | Normal |
| RBC count | ↓ | ↓ | ↑ or normal |
| RDW | ↑ | Normal | Normal/↑ |
Clinical Features
- Often mild and asymptomatic
- Weakness, listlessness, pallor in severe cases
- Long-standing: koilonychia (spoon nails), thin/flat nails
- Pica — compulsion to eat non-food items (dirt, clay, ice/pagophagia) — a neurobehavioral complication
- Angular cheilitis, glossitis (sore tongue)
- Impaired cognitive performance and reduced immunocompetence
"Persons often die with iron deficiency anemia but virtually never of it. Microcytic hypochromic anemia is not a disease but a symptom — always investigate the underlying cause." — Robbins Basic Pathology
2. Anemia of Chronic Disease (ACD) / Anemia of Inflammation
A functional iron deficiency — iron is abundant but sequestered and unavailable for erythropoiesis.
Common underlying conditions:
- Chronic infections: osteomyelitis, bacterial endocarditis, lung abscess
- Chronic immune disorders: rheumatoid arthritis, Crohn disease
- Cancers: Hodgkin lymphoma, lung/breast carcinoma
Pathogenesis: Pro-inflammatory cytokines (especially IL-6) → ↑ hepatic hepcidin → hepcidin downregulates ferroportin on marrow macrophages → iron is trapped in macrophages and cannot be delivered to erythroblasts. Additionally, chronic inflammation blunts renal erythropoietin synthesis.
Key distinguishing lab feature:
- Serum iron: ↓ (same as IDA)
- Ferritin: ↑ (iron sequestered, not depleted) — key differentiator
- TIBC: ↓ (unlike IDA where TIBC is ↑)
- Red cells: mildly hypochromic and microcytic or normocytic
Treatment: Treat the underlying condition; erythropoietin + iron can temporarily improve anemia.
3. Thalassemias
Definition: Inherited disorders of globin chain synthesis causing reduced (or absent) production of α- or β-globin chains.
Genetics:
- β-globin gene: single gene on chromosome 11 (mutations = mainly point mutations affecting transcription, splicing, or translation of β-globin mRNA)
- α-globin genes: two tandem genes on chromosome 16 per haploid genome (4 total; mutations = mainly gene deletions)
- Autosomal codominant inheritance
Pathogenesis: Reduced globin synthesis → (1) hemoglobin deficiency → microcytic hypochromic anemia; (2) excess unpaired globin chains precipitate → intracellular inclusions → RBC membrane damage → hemolysis and ineffective erythropoiesis.
β-Thalassemia
| Syndrome | Genotype | Clinical Features |
|---|
| β-Thalassemia major (Cooley anemia) | β⁰/β⁰ (no β-chain) | Severe transfusion-dependent anemia; splenomegaly; growth retardation; extramedullary hematopoiesis; facial bone changes ("chipmunk face"); iron overload |
| β-Thalassemia intermedia | β⁺/β⁰ or β⁺/β⁺ | Moderately severe; transfusions not required |
| β-Thalassemia minor (trait) | β⁺/β (one normal allele) | Asymptomatic; mild/absent anemia; ↑ HbA2; often mistaken for IDA — MCV low but RBC count high |
α-Thalassemia
| Syndrome | Gene deletions | Clinical Features |
|---|
| Silent carrier | 1 deleted (−/α, α/α) | No abnormality; asymptomatic |
| α-Thalassemia trait | 2 deleted | Asymptomatic; resembles β-thal minor |
| HbH disease | 3 deleted (−/−, −/α) | Moderate anemia (resembles β-thal intermedia); HbH (β₄ tetramers) |
| Hydrops fetalis | 4 deleted (−/−, −/−) | Lethal in utero; Hb Bart's (γ₄ tetramers); incompatible with extrauterine life |
Key point: Thalassemia trait is commonly misdiagnosed as IDA — distinguish by: normal/↑ ferritin, normal/↑ TIBC, ↑ RBC count, ↑ HbA2 on HPLC (in β-thal minor).
4. Sideroblastic Anemia
Defining lesion: Ringed sideroblasts — abnormal erythroid precursors in which iron-laden mitochondria form a perinuclear ring (seen on Prussian blue stain of bone marrow).
Mechanism: Disruption of heme synthesis → iron cannot be incorporated into protoporphyrin → accumulates in mitochondria around the nucleus.
Types:
| Form | Cause |
|---|
| Inherited (X-linked) | Mutations in ALAS2 gene (ALA synthase 2 — first step of heme synthesis) |
| Inherited (AR) | Mutations in SLC25A38 (glycine importer) |
| Acquired — MDS | Myelodysplastic syndrome (most common acquired form) |
| Acquired — drugs/toxins | Ethanol, isoniazid, pyrazinamide, linezolid |
| Acquired — nutritional | Copper deficiency (also zinc excess) |
Clinical: Microcytic anemia in inherited forms; dimorphic RBC population (microcytic + normocytic/macrocytic mix) in acquired forms. Copper deficiency also causes myelopathy.
Treatment: Pyridoxine (vitamin B6) for ALAS2 mutations (some respond); discontinue offending drug for acquired forms; treat underlying MDS.
PART II — MACROCYTIC ANEMIAS (MCV > 100 fL)
Divided into megaloblastic and non-megaloblastic types.
Megaloblastic Anemias
Common theme: Impaired DNA synthesis → nuclear-cytoplasmic asynchrony → ineffective hematopoiesis.
Pathogenesis: Vitamin B12 and folate are required for synthesis of thymidine (one of the four DNA bases). Deficiency → defective DNA replication → rapidly dividing cells most affected (marrow, GI epithelium). Two consequences:
- Many progenitors trigger DNA damage response → apoptosis (ineffective erythropoiesis)
- Surviving progenitors produce fewer, larger red cells (fewer cell divisions → larger cells)
Universal Morphologic Features of Megaloblastic Anemia
- Macro-ovalocytes (large, oval RBCs without central pallor — hyperchromic appearance, but MCHC is not truly elevated)
- Marked anisocytosis and poikilocytosis
- Hypersegmented neutrophils (5+ lobes in a single neutrophil, or ≥1 neutrophil with 6+ lobes) — pathognomonic
- Low reticulocyte count
- Hypercellular bone marrow with megaloblastic changes: giant bands, giant metamyelocytes, large erythroid precursors with immature-appearing ("open") nuclei relative to mature cytoplasm
5. Folate Deficiency Anemia
Sources of folate: Green leafy vegetables, liver, dairy. Heat-labile (destroyed by cooking).
Body stores: Only 5–20 mg total; sufficient for only 3–4 months — deficiency develops quickly.
Causes of folate deficiency:
| Category | Examples |
|---|
| Decreased intake | Poor diet, alcoholism (most common in high-resource countries), infancy |
| Impaired absorption | Malabsorption, intrinsic intestinal disease, anticonvulsants, oral contraceptives |
| Increased loss | Hemodialysis |
| Increased requirement | Pregnancy, infancy, disseminated cancer, markedly increased hematopoiesis |
| Impaired utilization | Folate antagonists (methotrexate, trimethoprim) |
Clinical features:
- Megaloblastic anemia (identical hematology to B12 deficiency)
- GI mucosal changes: sore tongue, glossitis
- NO neurologic manifestations (key distinguishing feature from B12 deficiency)
Diagnosis: ↓ serum folate, ↓ RBC folate, ↑ serum homocysteine, normal methylmalonate (distinguishes from B12 deficiency).
Critical: Folate supplementation corrects the anemia of B12 deficiency but does NOT prevent — and may worsen — the neurologic damage. Always exclude B12 deficiency before starting folate therapy.
6. Vitamin B12 (Cobalamin) Deficiency Anemia
Sources: Animal products (meat, fish, dairy, eggs). Heat-stable. Also synthesised by gut flora.
Body stores: Liver stores 2–5 mg — sufficient for 5–20 years. Clinical presentation therefore follows years of unrecognised malabsorption.
Absorption pathway:
Fig. 10.12 — Vitamin B12 absorption: dietary B12 → stomach (freed by pepsin, binds haptocorrin) → duodenum (pancreatic proteases release B12, binds intrinsic factor) → terminal ileum (IF-B12 complex binds cubilin receptor on ileal enterocytes) → absorbed, bound to transcobalamin II → delivered to liver and bone marrow. (Robbins Basic Pathology)
Causes of B12 Deficiency
| Cause | Mechanism |
|---|
| Pernicious anemia (most common) | Autoimmune atrophic gastritis → loss of parietal cells → absent intrinsic factor. Serum autoantibodies to IF (diagnostic but not primary pathogen). |
| Gastrectomy | Loss of IF-producing cells |
| Ileal resection / Crohn disease / Whipple disease | Loss of IF-B12 absorbing cells |
| Blind loop / diverticulosis | Bacterial overgrowth → competitive uptake |
| Fish tapeworm (Diphyllobothrium) | Competitive parasitic uptake |
| Gastric atrophy / achlorhydria | Cannot release B12 from food-bound form (especially elderly) |
| Strict veganism | Only cause of dietary B12 deficiency |
Why B12 Deficiency Causes Neurologic Damage (and Folate Deficiency Does Not)
Vitamin B12 has two unique metabolic roles:
- Methylation of homocysteine → methionine (requires methylcobalamin; regenerates tetrahydrofolate → thymidine synthesis)
- Isomerisation of methylmalonyl-CoA → succinyl-CoA (requires adenosylcobalamin)
Folate deficiency only affects role #1 (thymidine synthesis). B12 deficiency affects both. Defective methylmalonyl-CoA conversion accumulates methylmalonic acid — which disrupts myelin synthesis in neuronal cells.
Neurologic lesion — Subacute Combined Degeneration (SCD):
- Demyelination of posterior columns (dorsal) — loss of vibration sense, proprioception
- Demyelination of lateral columns (corticospinal tracts) — spastic weakness, hyperreflexia
- Peripheral neuropathy — symmetric tingling, numbness, burning in feet/hands
- Neurologic damage may be irreversible even after B12 treatment
Clinical Features of Pernicious Anemia
| Feature | Detail |
|---|
| Anemia | Pallor, fatigue, dyspnea, palpitations |
| Mild jaundice | Ineffective erythropoiesis → intramedullar haemolysis |
| Glossitis | "Beefy red tongue" — megaloblastic changes in oral mucosa |
| Neurologic | SCD: symmetric paraesthesias → unsteady gait → loss of position sense |
| Gastric | Autoimmune atrophic gastritis; increased risk of gastric carcinoma |
Diagnosis of B12 Deficiency
| Finding | Result |
|---|
| Serum B12 | ↓ |
| Serum folate | Normal or ↑ |
| Serum homocysteine | ↑ |
| Serum methylmalonate | ↑ (unique to B12 deficiency) |
| Blood smear | Macro-ovalocytes, hypersegmented neutrophils |
| Bone marrow | Hypercellular, megaloblastic changes |
| Anti-intrinsic factor antibodies | Present in pernicious anemia (specific) |
Response to treatment: Reticulocytosis in 2–3 days after parenteral B12; anemia resolves over weeks. Neurologic deficits often persist or are only partially reversible.
Differentiating B12 from Folate Deficiency
| Feature | B12 Deficiency | Folate Deficiency |
|---|
| Serum B12 | ↓ | Normal |
| Serum folate | Normal or ↑ | ↓ |
| RBC folate | Normal | ↓ |
| Homocysteine | ↑ | ↑ |
| Methylmalonate | ↑ | Normal |
| Neurologic deficits | YES (SCD) | NO |
| Onset | Slow (years) | Faster (months) |
Non-Megaloblastic Macrocytosis
Macrocytic anemia without hypersegmented neutrophils or megaloblastic marrow changes. Mechanisms differ:
| Cause | Mechanism |
|---|
| Liver disease / alcoholism | Lipid membrane abnormalities → ↑ RBC membrane surface area → macrocytes (also folate deficiency component) |
| Hypothyroidism | Slowed RBC maturation |
| Drugs (hydroxyurea, AZT, azathioprine) | Inhibit DNA synthesis but without classic megaloblastic morphology |
| Reticulocytosis | Reticulocytes are larger → MCV rises after hemolysis/hemorrhage treatment |
| MDS | Dyserythropoiesis |
Master Summary Table
| Feature | IDA | ACD | Thalassemia Minor | Sideroblastic | Folate Def | B12 Def |
|---|
| MCV | ↓ | Normal/↓ | ↓ | ↓ (inherited); variable (acquired) | ↑ | ↑ |
| Serum iron | ↓ | ↓ | Normal | ↑ | Normal | Normal |
| TIBC | ↑ | ↓ | Normal | Normal | Normal | Normal |
| Ferritin | ↓ | ↑ | Normal/↑ | ↑ | Normal | Normal |
| Transferrin sat | ↓ | ↓ | Normal | ↑ | Normal | Normal |
| Homocysteine | — | — | — | — | ↑ | ↑ |
| Methylmalonate | — | — | — | — | Normal | ↑ |
| Smear hallmark | Microcytic, hypochromic | Mild hypo/normo | Target cells, microcytic | Dimorphic, ring sideroblasts on BM | Macro-ovalocytes, hyperseg PMN | Macro-ovalocytes, hyperseg PMN |
| Neuro deficits | No | No | No | No (unless Cu deficiency) | No | YES (SCD) |
| BM finding | ↑ cellularity, no iron stores | ↑ iron in macrophages | Hyperplastic erythropoiesis | Ringed sideroblasts | Megaloblastic | Megaloblastic |
Sources: Robbins & Kumar Basic Pathology (ISBN 9780323790185), Ch. 10, pp. 393–397; Robbins, Cotran & Kumar Pathologic Basis of Disease (ISBN 9780443264528), Ch. 14, pp. 608–616; Goldman-Cecil Medicine, Ch. 145.