Anemia - Comprehensive Medical Student Guide
Definition
Anemia is defined as blood counts below normal for a given population. In practical terms: Hb < 13.5 g/dL in adult males, < 12 g/dL in non-pregnant adult females.
Classification
There are two complementary schemes used in clinical practice.
Scheme 1: By MCV (Red Cell Size)
From Frameworks for Internal Medicine - Lippincott Williams & Wilkins
| MCV | Category | Key Causes |
|---|
| Low (<80 fL) | Microcytic | Iron deficiency, thalassemia, anemia of inflammation (sometimes), sideroblastic anemia, lead poisoning |
| Normal (80-100 fL) | Normocytic | Aplastic anemia, renal disease, endocrinopathies, acute blood loss, early iron deficiency, marrow invasion, myeloma |
| High (>100 fL) | Macrocytic | B12/folate deficiency (oval macrocytes), alcohol, hypothyroidism, liver disease, myelodysplasia (round macrocytes) |
Key principle: Microcytosis results from any process interfering with hemoglobin production (less Hb = smaller cell). Macrocytosis from megaloblastic causes results from defective DNA synthesis, while non-megaloblastic macrocytosis is from membrane defects. - Harrison's 22E
Scheme 2: By Mechanism (Reticulocyte-Based)
- Elevated reticulocyte count → Hyperproliferative = increased RBC loss or destruction (hemolysis, hemorrhage)
- Low/normal reticulocyte count → Hypoproliferative = impaired production
At least 75% of all anemias are hypoproliferative. The most common cause is mild-to-moderate iron deficiency or inflammation. - Harrison's 22E
1. Iron Deficiency Anemia (IDA)
Most common anemia worldwide - affects ~1.2 billion people.
Pathophysiology
Iron is needed for heme synthesis (4 iron atoms per hemoglobin molecule, ~1 billion per RBC). Deficiency develops in stages:
- Depleted stores - serum ferritin falls (<15-30 µg/L), no anemia yet
- Iron-restricted erythropoiesis - transferrin saturation <15-20%, RBCs become hypochromic and microcytic
- Overt IDA - frank microcytic hypochromic anemia
Hepcidin is low in IDA, maximizing absorption. In inflammation, hepcidin rises, trapping iron in macrophages (functional iron deficiency).
Causes
- Blood loss (GI bleed, menstrual - most common in adults)
- Increased demand (pregnancy, infancy, adolescence)
- Poor intake / absorption (vegetarian diet, celiac disease, post-gastrectomy)
Lab Findings
| Test | IDA | Anemia of Inflammation |
|---|
| Serum iron | ↓ | ↓ |
| TIBC | ↑ | Normal or ↓ |
| Transferrin saturation | ↓ | ↓ |
| Ferritin | ↓ (<30 µg/L) | Normal or ↑ |
| Reticulocytes | Low | Low |
Ferritin is an acute-phase reactant - a ferritin >200 µg/L generally means adequate iron stores even in the face of low serum iron. - Harrison's 22E
Treatment
Oral iron (ferrous sulfate 325 mg TID); IV iron for malabsorption or intolerance. Treat the underlying cause.
2. Megaloblastic Anemia (B12 / Folate Deficiency)
Pathophysiology
Impaired DNA synthesis prevents normal nuclear maturation while cytoplasm continues to grow - nuclear-cytoplasmic dyssynchrony. All cell lines are affected, often causing pancytopenia. Intramedullary destruction leads to elevated LDH and indirect bilirubin.
Blood Smear (Classic Exam Image)
Peripheral smear from B12-deficient patient: macro-ovalocytes (arrows), hypersegmented neutrophils (stars), teardrop-shaped RBCs (arrowhead). MCV often >115 fL. - Frameworks for Internal Medicine
Key Features
- Macro-ovalocytes (oval-shaped large RBCs)
- Hypersegmented neutrophils (>5% with ≥5 lobes, or any with ≥6 lobes)
- MCV often >115 fL
- Hypercellular marrow with maturation arrest
B12 vs. Folate Deficiency
| Feature | B12 Deficiency | Folate Deficiency |
|---|
| Neurological symptoms | YES (subacute combined degeneration of cord) | NO |
| Serum B12 | Low (<100 pg/mL) | Normal |
| Serum folate | Normal or high | Low |
| Red cell folate | Low | Low |
| Causes | Pernicious anemia, strict veganism, gastric surgery, terminal ileum disease | Poor diet, alcohol, pregnancy, methotrexate, phenytoin |
Never treat B12 deficiency with folate alone - it can mask the hematologic picture while neurological damage progresses irreversibly.
3. Hemolytic Anemias
Characterized by: elevated LDH, low/absent haptoglobin, elevated indirect bilirubin, reticulocytosis, and evidence of RBC fragmentation on smear.
Classification
Intrinsic (Red cell defect):
| Type | Disease | Mechanism |
|---|
| Membrane disorder | Hereditary spherocytosis | Mutations in ankyrin, band 3, spectrin, or band 4.2 → membrane fragments shed → spherocytes trapped in spleen |
| Enzyme deficiency | G6PD deficiency | Oxidative stress-triggered hemolysis; triggered by infections, fava beans, oxidant drugs |
| Enzyme deficiency | Pyruvate kinase deficiency | Glycolytic failure → rigid cells |
| Hemoglobin defect | Sickle cell disease | HbS polymerization → sickling |
| Hemoglobin defect | Thalassemia | Imbalanced globin chain production |
| Acquired (membrane) | PNH (paroxysmal nocturnal hemoglobinuria) | Loss of GPI-anchored complement regulators |
Extrinsic (External to red cell):
| Type | Examples |
|---|
| Immune-mediated | Autoimmune hemolytic anemia (warm IgG / cold IgM), transfusion reactions, drug-induced |
| Microangiopathic (MAHA) | TTP, HUS, DIC - schistocytes on smear |
| Mechanical | Defective cardiac valves, marathon running |
| Infection | Malaria, babesiosis |
Hereditary Spherocytosis key points:
- Spherocytes (small, dark, no central pallor) on smear
- Negative Coombs test (distinguishes from autoimmune HA)
- Splenomegaly (500-1000 g), pigment gallstones in 40-50% adults
- Splenectomy corrects anemia but spherocytes persist
4. Aplastic Anemia
Definition: Pancytopenia with hypocellular bone marrow. Diagnosis requires: bone marrow cellularity <25% of normal, OR <50% with <30% hematopoietic cells.
Pathophysiology
Acquired aplastic anemia is primarily an autoimmune disease - cytotoxic T cells attack hematopoietic stem cells, causing apoptosis and hematopoietic failure.
Causes
- Primary (idiopathic) - majority of acquired cases
- Drugs - chloramphenicol, NSAIDs, sulfonamides, gold, chemotherapy
- Viruses - EBV, CMV, hepatitis A/B/C (post-hepatitis aplasia)
- Radiation
- Autoimmune disorders
- PNH (classical form)
- Inherited - Fanconi anemia (chromosomal fragility), dyskeratosis congenita (telomerase mutations)
Clinical Features
- Fatigue, pallor, weakness (anemia)
- Petechiae, epistaxis, gum bleeding (thrombocytopenia)
- Recurrent infections (neutropenia)
- Bimodal age distribution: children/young adults + elderly (>60 years)
Severity Grading
| Grade | Criteria |
|---|
| Severe (SAA) | Marrow cellularity <25% + 2 of 3: neutrophils <0.5×10⁹/L, platelets <20×10⁹/L, reticulocytes <20×10⁹/L |
| Very severe (VSAA) | SAA criteria + neutrophils <0.2×10⁹/L |
Treatment
- Young patients (<40): Allogeneic HSCT (hematopoietic stem cell transplant) from matched sibling donor
- Older/no donor: Immunosuppression - anti-thymocyte globulin (ATG) + cyclosporine
5. Anemia of Inflammation / Chronic Disease (AI/ACD)
Most common anemia in hospitalized patients; second most common overall.
Pathophysiology
Cytokines (TNF-α, IL-1, IFN-γ) in chronic infection, inflammation, or malignancy:
- Raise hepcidin → iron trapped in macrophages → functional iron deficiency despite adequate stores
- Directly inhibit erythroid progenitor (BFU-E, CFU-E) proliferation
- Suppress EPO secretion
- Reduce RBC survival
Characteristics
- Mild-to-moderate anemia (Hb rarely <8 g/dL)
- Usually normocytic, normochromic (microcytic in 20-50% of cases)
- Low serum iron, low/normal TIBC, normal-to-high ferritin
- Low reticulocytes
- Storage iron normal or increased (key distinction from IDA)
- Conditions: chronic infection, rheumatoid arthritis, malignancy, CKD, IBD, HIV
Distinguishing AI from IDA
| Lab | IDA | AI/ACD |
|---|
| Serum iron | ↓ | ↓ |
| TIBC | ↑ | ↓ or normal |
| Ferritin | ↓ | ↑ or normal |
| Soluble transferrin receptor | ↑ | Normal |
Treatment
Treat the underlying disease. Consider IV iron or EPO stimulating agents (e.g., in CKD).
Summary Table: Quick Comparison
| IDA | Megaloblastic | Aplastic | Hemolytic | AI/ACD |
|---|
| MCV | ↓ (micro) | ↑ (macro) | Normal | Variable | Normal |
| Retic count | ↓ | ↓ | ↓ | ↑ | ↓ |
| LDH | Normal | ↑ (intramedullary) | Normal | ↑↑ | Normal |
| Ferritin | ↓ | Normal | Normal | Normal/↑ | ↑ |
| Smear | Microcytes, target cells | Macro-ovalocytes, hyperseg neuts | Normal/pancytopenia | Spherocytes / schistocytes | Normal |
| BM | Normal/↓ iron stores | Hypercellular, megaloblasts | Hypocellular | Hyperplastic | Normal |
Diagnostic Approach
Low Hb/Hct → Check MCV
MCV LOW (microcytic)
→ Ferritin low: Iron deficiency anemia
→ Ferritin normal/high + low TIBC: Anemia of inflammation
→ Hb electrophoresis abnormal: Thalassemia
→ Ring sideroblasts on BM: Sideroblastic anemia
MCV HIGH (macrocytic)
→ Oval macrocytes + hyperseg neutrophils:
- Check B12 and folate
- Schilling test if pernicious anemia suspected
→ Round macrocytes: Alcohol, hypothyroidism, liver disease, drugs
MCV NORMAL (normocytic)
→ Reticulocyte count HIGH: Hemolysis or acute blood loss
- Check LDH, haptoglobin, Coombs test, smear
→ Reticulocyte count LOW: Hypoproliferative
- Bone marrow biopsy to differentiate aplastic anemia,
infiltration, myelodysplasia vs. EPO deficiency
Sources: Harrison's Principles of Internal Medicine 22E (2025), Robbins & Cotran Pathologic Basis of Disease 10E, Frameworks for Internal Medicine, Henry's Clinical Diagnosis & Management by Laboratory Methods, Goldman-Cecil Medicine, Sleisenger & Fordtran's Gastrointestinal and Liver Disease