Anemia - Exam-Focused Notes
1. Definition & Diagnostic Threshold
Anemia = blood counts (Hb/Hct/RBC) below normal for the given population. Always ask: why is the patient anemic? - in a well-nourished person, microcytic hypochromic anemia is a symptom of another disorder, not a disease by itself (e.g., colon cancer causing chronic blood loss).
- Harrison's Principles, p. 492
2. Classification
By MCV (Wintrobe Classification)
| MCV | Category | Key Causes |
|---|
| Low | Microcytic | Iron deficiency, Thalassemia, Anemia of chronic disease/inflammation, Sideroblastic anemia |
| Normal | Normocytic | Aplastic anemia, Renal disease, Endocrinopathy, Myeloma, Marrow invasion |
| High | Macrocytic (oval) | B12 deficiency, Folate deficiency, Medications (chemo, anticonvulsants), MDS |
| High | Macrocytic (round) | Alcohol, Liver disease, Hypothyroidism, Reticulocytosis |
By Mechanism (Reticulocyte Count Guides You)
| Reticulocyte count | Mechanism | Examples |
|---|
| High (retic >2%) | Increased loss/destruction | Blood loss, Hemolysis (sickle cell, HS, AIHA, G6PD) |
| Low (retic <1%) | Decreased production | IDA, megaloblastic, aplastic, CKD, anemia of inflammation |
- Robbins & Kumar Basic Pathology, Table 14.1; Harrison's, p. 492
3. Iron Deficiency Anemia (IDA)
Most common nutritional deficiency worldwide.
Causes
- Chronic blood loss (most common in high-resource countries): GI (peptic ulcer, colon cancer, hemorrhoids), gynecologic (menorrhagia)
- Low dietary intake: vegetarian diet, infants fed exclusively milk, food insecurity
- Increased demand: pregnancy, infancy
- Malabsorption: celiac disease, gastritis, post-gastrectomy
Iron Metabolism Key Facts
- Total body iron: ~2.5 g (women), 3.5 g (men) - 80% in Hb/myoglobin/enzymes, 15-20% in storage (ferritin/hemosiderin)
- Iron transport: bound to transferrin (~33% saturation normally)
- Normal serum iron: 120 µg/dL (men), 100 µg/dL (women); TIBC: 300-350 µg/dL
- Hepcidin (liver peptide) is the master regulator - downregulates ferroportin, blocking iron release
- IL-6 (inflammation) raises hepcidin - explains anemia of chronic disease
Stages of Depletion (in order)
- Ferritin drops (storage depleted)
- Serum iron falls + transferrin rises (TIBC rises)
- Hemoglobin falls → microcytic hypochromic anemia
Lab Pattern
| Lab | IDA | Anemia of Chronic Disease |
|---|
| Serum Iron | ↓ | ↓ |
| TIBC | ↑ | ↓ or normal |
| Transferrin saturation | ↓ | ↓ |
| Ferritin | ↓ | ↑ |
| Bone marrow iron | Absent | Present (trapped) |
Clinical Features
-
Weakness, pallor, listlessness (usually mild/asymptomatic)
-
Koilonychia (spoon nails) - long-standing cases
-
Pica (craving nonfood items e.g. dirt/clay) - characteristic
-
Peripheral smear: microcytic, hypochromic red cells; increased central pallor
-
Platelet count often elevated (thrombocytosis)
-
Robbins & Kumar Basic Pathology, pp. 393-394
4. Anemia of Chronic Inflammation (ACI)
Most common anemia in hospitalized patients.
Causes
- Chronic infections (osteomyelitis, endocarditis, lung abscess)
- Chronic immune disorders (rheumatoid arthritis, Crohn's disease)
- Cancers (Hodgkin lymphoma, lung/breast carcinoma)
Pathogenesis
- Inflammation → IL-6 → ↑ hepcidin → downregulates ferroportin in marrow macrophages → iron trapped, unavailable to erythroblasts
- Also: blunted erythropoietin synthesis by the kidney
Treatment
-
Treat the underlying disease (definitive)
-
EPO + IV iron can temporize
-
Robbins & Kumar Basic Pathology, p. 394
5. Megaloblastic Anemia
Common Pathogenesis
Impaired DNA synthesis (thymidine deficiency) → nuclear maturation delayed while cytoplasm matures normally = nuclear-cytoplasmic asynchrony → ineffective hematopoiesis → pancytopenia.
Causes
| B12 Deficiency | Folate Deficiency |
|---|
| Pernicious anemia (intrinsic factor deficiency - autoimmune) | Poor diet, alcoholism |
| Strict vegetarianism/veganism | Malabsorption |
| Gastrectomy, ileal resection | Anticonvulsants, OCPs |
| Fish tapeworm, bacterial overgrowth | Increased requirement: pregnancy |
| Methotrexate (folate antagonist) |
Morphology (High-Yield)
- Macro-ovalocytes (oval macrocytes) - highly characteristic
- Hypersegmented neutrophils (≥5 lobes) - pathognomonic finding on smear
- Hypercellular bone marrow (but ineffective - cells undergo apoptosis)
- Giant metamyelocytes and band forms
B12 vs. Folate - Key Distinction
| Feature | B12 Deficiency | Folate Deficiency |
|---|
| Neurologic sx (subacute combined degeneration) | YES (dorsal + lateral columns) | No |
| Response to folate supplementation | No (neurologic damage continues) | Yes |
| Body stores | 3-5 years | 3-4 months |
Exam trap: Giving folate to a B12-deficient patient corrects the anemia but does NOT prevent neurologic deterioration.
- Robbins, Cotran & Kumar Pathologic Basis of Disease, pp. 608-609
6. Aplastic Anemia
Definition
Bone marrow failure → pancytopenia from stem cell depletion/destruction.
Diagnosis Criteria
- Bone marrow cellularity <25% (or <50% with <30% hematopoietic cells)
- Peripheral blood shows pancytopenia with relative lymphocytosis
Severity Classification
| Grade | Criteria |
|---|
| Severe | ≥2 lineages depressed: ARC <60,000/µL, ANC <500/µL, or Plt <20,000/µL + BM <30% cellularity |
| Very severe | ANC <200/µL |
| Moderate | Pancytopenia not meeting severe criteria |
Causes (Acquired)
- Idiopathic (~70%) - autoimmune T-cell destruction of stem cells
- Drugs (chloramphenicol, NSAIDs, sulfonamides), toxins (benzene)
- Viral (hepatitis, EBV, CMV, HIV, parvovirus B19)
- Radiation
Congenital
-
Fanconi anemia (DNA repair defects, chromosome fragility)
-
Telomerase defects (dyskeratosis congenita)
-
Goldman-Cecil Medicine, p. 1736; Robbins Basic Pathology, Table 14.1
7. Hemolytic Anemias - Overview
Hallmarks of Hemolysis
- ↑ unconjugated (indirect) bilirubin → jaundice
- ↑ LDH
- ↓ haptoglobin (binds free Hb)
- Reticulocytosis (bone marrow compensation)
- Hemoglobinuria (intravascular hemolysis)
- Splenomegaly (extravascular)
- Pigment gallstones (chronic hemolysis)
Hereditary Spherocytosis (HS)
- Defect in spectrin, ankyrin, band 3 proteins → loss of membrane → spherocyte
- Extravascular hemolysis in the spleen (spherocytes can't deform to exit splenic cords)
- Smear: small, hyperchromic spherocytes, no central pallor
- Diagnosis: spherocytosis + reticulocytosis + negative direct Coombs (distinguishes from AIHA) + ↑ MCHC
- Confirmatory: eosin-5'-maleimide (EMA) dye binding (decreased)
- Treatment: splenectomy corrects anemia (spherocytes persist but aren't destroyed)
- Complication: pigment gallstones in 40-50% of adults
G6PD Deficiency
- X-linked recessive; protects against malaria
- Oxidant stress (infection, drugs, fava beans) → Heinz bodies → intravascular hemolysis
- Smear: Heinz bodies, bite cells
Sickle Cell Disease
-
Point mutation: Glu → Val at position 6 of β-globin → HbS
-
Deoxygenation → HbS polymerizes → rigid, sickle-shaped cells
-
Vaso-occlusive crisis triggered by hypoxia (altitude, infection), dehydration, cold
-
Complications: stroke, acute chest syndrome, splenic sequestration, avascular necrosis, dactylitis (hand-foot syndrome in infants), autosplenectomy → susceptibility to encapsulated organisms
-
Treatment: hydroxyurea (↑ HbF), exchange transfusion, hematopoietic stem cell transplant
-
Robbins, Cotran & Kumar, pp. 597-609
8. High-Yield Comparison Table
| Feature | IDA | ACI | Megaloblastic | Aplastic | Hemolytic |
|---|
| MCV | ↓ Micro | N or ↓ Micro | ↑ Macro | N Normo | N |
| Reticulocyte | Low | Low | Low | Very low | High |
| Ferritin | ↓ | ↑ | Normal | Normal | Normal |
| Bilirubin | Normal | Normal | Normal | Normal | ↑ Indirect |
| LDH | Normal | Normal | ↑ | Normal | ↑ |
| Key smear finding | Microcytic, hypochromic | Microcytic or normo | Macro-ovalocytes, hyperseg neutrophils | Paucity of cells | Spherocytes/sickle cells |
9. Quick Reference: MCV-Based Approach to Workup
Anemia detected
│
├─ MCV LOW (microcytic)
│ → Check: Ferritin, TIBC, serum iron
│ → IDA (↓ferritin), ACI (↑ferritin), Thalassemia (target cells, ↑HbA2)
│
├─ MCV NORMAL (normocytic)
│ → Check reticulocyte count
│ → High retic → hemolysis or acute blood loss
│ → Low retic → aplastic anemia, CKD, myelophthisis
│
└─ MCV HIGH (macrocytic)
→ Check B12 and folate levels
→ Oval macrocytes + hyperseg neutrophils → megaloblastic
→ Round macrocytes → alcohol, liver disease, hypothyroidism
Sources: Harrison's Principles of Internal Medicine 22E; Robbins & Kumar Basic Pathology; Robbins, Cotran & Kumar Pathologic Basis of Disease; Goldman-Cecil Medicine