Anemia

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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)

Anemia classification diagram
From Frameworks for Internal Medicine - Lippincott Williams & Wilkins
MCVCategoryKey Causes
Low (<80 fL)MicrocyticIron deficiency, thalassemia, anemia of inflammation (sometimes), sideroblastic anemia, lead poisoning
Normal (80-100 fL)NormocyticAplastic anemia, renal disease, endocrinopathies, acute blood loss, early iron deficiency, marrow invasion, myeloma
High (>100 fL)MacrocyticB12/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:
  1. Depleted stores - serum ferritin falls (<15-30 µg/L), no anemia yet
  2. Iron-restricted erythropoiesis - transferrin saturation <15-20%, RBCs become hypochromic and microcytic
  3. 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

TestIDAAnemia of Inflammation
Serum iron
TIBCNormal or ↓
Transferrin saturation
Ferritin↓ (<30 µg/L)Normal or ↑
ReticulocytesLowLow
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)

Megaloblastic anemia smear
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

FeatureB12 DeficiencyFolate Deficiency
Neurological symptomsYES (subacute combined degeneration of cord)NO
Serum B12Low (<100 pg/mL)Normal
Serum folateNormal or highLow
Red cell folateLowLow
CausesPernicious anemia, strict veganism, gastric surgery, terminal ileum diseasePoor 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):
TypeDiseaseMechanism
Membrane disorderHereditary spherocytosisMutations in ankyrin, band 3, spectrin, or band 4.2 → membrane fragments shed → spherocytes trapped in spleen
Enzyme deficiencyG6PD deficiencyOxidative stress-triggered hemolysis; triggered by infections, fava beans, oxidant drugs
Enzyme deficiencyPyruvate kinase deficiencyGlycolytic failure → rigid cells
Hemoglobin defectSickle cell diseaseHbS polymerization → sickling
Hemoglobin defectThalassemiaImbalanced globin chain production
Acquired (membrane)PNH (paroxysmal nocturnal hemoglobinuria)Loss of GPI-anchored complement regulators
Extrinsic (External to red cell):
TypeExamples
Immune-mediatedAutoimmune hemolytic anemia (warm IgG / cold IgM), transfusion reactions, drug-induced
Microangiopathic (MAHA)TTP, HUS, DIC - schistocytes on smear
MechanicalDefective cardiac valves, marathon running
InfectionMalaria, 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

GradeCriteria
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:
  1. Raise hepcidin → iron trapped in macrophages → functional iron deficiency despite adequate stores
  2. Directly inhibit erythroid progenitor (BFU-E, CFU-E) proliferation
  3. Suppress EPO secretion
  4. 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

LabIDAAI/ACD
Serum iron
TIBC↓ or normal
Ferritin↑ or normal
Soluble transferrin receptorNormal

Treatment

Treat the underlying disease. Consider IV iron or EPO stimulating agents (e.g., in CKD).

Summary Table: Quick Comparison

IDAMegaloblasticAplasticHemolyticAI/ACD
MCV↓ (micro)↑ (macro)NormalVariableNormal
Retic count
LDHNormal↑ (intramedullary)Normal↑↑Normal
FerritinNormalNormalNormal/↑
SmearMicrocytes, target cellsMacro-ovalocytes, hyperseg neutsNormal/pancytopeniaSpherocytes / schistocytesNormal
BMNormal/↓ iron storesHypercellular, megaloblastsHypocellularHyperplasticNormal

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
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