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RBC Disorders: Basics to Clinicals
A complete guide covering erythrocyte physiology, classification of anemia, each major disorder, pathogenesis, morphology, and clinical management.
1. Normal RBC Physiology - The Foundation
Structure and lifespan
- Biconcave disc, ~7-8 µm diameter, no nucleus or organelles at maturity
- Lifespan: ~120 days; destroyed by splenic and hepatic macrophages (extravascular)
- Primary function: O2 transport via hemoglobin (Hb)
Hemoglobin structure
- Normal adult: 96% HbA (α₂β₂), 3% HbA2 (α₂δ₂), 1% HbF (α₂γ₂)
- O2 dissociation curve - shifted right by: ↑temperature, ↑CO2, ↑2,3-DPG, acidosis (Bohr effect)
- 2,3-DPG: stabilizes deoxygenated Hb → releases O2 to tissues
Erythropoiesis
- Stem cell → BFU-E → CFU-E → proerythroblast → basophilic → polychromatophilic → orthochromic erythroblast → reticulocyte → mature RBC
- Regulated by erythropoietin (EPO) from peritubular cells of the kidney (released in response to hypoxia)
- Requires: iron (heme), B12 and folate (DNA synthesis), protein (globin chains)
Key RBC indices (Harrison's 22e)
| Index | Formula | Normal |
|---|
| MCV | Hct/RBC × 10 | 85-95 fL |
| MCH | Hgb/RBC | 28-33 pg |
| MCHC | Hgb/Hct × 100 | 33.8-34.2 g/dL |
| RDW | Size variation | 11.5-14.5% |
- Harrison's Principles of Internal Medicine 22e, Table 66-1
2. Anemia - Definition and Classification
Definition: Hemoglobin below the lower limit of normal for age and sex. Practically:
- Men: Hb <13.5 g/dL
- Women: Hb <12 g/dL
- Pregnant women: Hb <11 g/dL
Classification by MCV (Wintrobe classification)
Microcytic (MCV <80 fL) - mnemonic TAILS:
- Thalassemia
- Anemia of chronic disease (often normocytic)
- Iron deficiency
- Lead poisoning / sideroblastic
- Sideroblastic anemia
Macrocytic (MCV >95 fL):
- Oval macrocytes (megaloblastic): B12 deficiency, folate deficiency, chemotherapy, myelodysplasia
- Round macrocytes (non-megaloblastic): Alcohol, liver disease, hypothyroidism, reticulocytosis
Normocytic (MCV 80-95 fL):
- Aplastic anemia, renal disease, anemia of chronic disease (early), hemolytic anemia, endocrinopathies, marrow invasion
Classification by Mechanism
Increased RBC loss/destruction (reticulocytes HIGH):
- Blood loss (acute hemorrhage)
- Hemolytic anemia (intrinsic or extrinsic defect)
Decreased RBC production (reticulocytes LOW):
-
Iron, B12, folate deficiency
-
Aplastic anemia, myelophthisic anemia
-
Anemia of chronic inflammation
-
Renal failure (EPO deficiency)
-
Harrison's 22e; Robbins & Kumar Basic Pathology
3. Compensatory Mechanisms in Anemia
(Harrison's 22e, p. 488)
Three physiologic compensatory responses:
- Increased cardiac output (minutes) - maintains O2 delivery when Hb falls
- Increased 2,3-DPG (hours-days) - shifts O2 dissociation curve rightward, improves O2 offloading to tissues
- Plasma volume expansion (weeks) - preserves cardiac output; can cause dilutional worsening if overactive → risk of high-output heart failure
Chronic/gradual anemias are better tolerated than acute anemias of the same severity.
4. Anemias of Blood Loss
Acute Hemorrhage
- Loss >20% of intravascular volume → cardiovascular collapse/shock
- Initially: normal Hb (hemodilution not yet complete); full extent revealed in 2-3 days
- Morphology: normocytic, normochromic
- Recovery: EPO rises → reticulocytosis begins at 5-7 days lag
Chronic Blood Loss
- Gradual iron depletion → iron deficiency anemia (covered below)
- Common causes: GI bleeding (peptic ulcer, colorectal cancer), menorrhagia
5. Hemolytic Anemias
Key hallmarks: anemia + reticulocytosis + signs of RBC breakdown
Extravascular vs Intravascular Hemolysis
(Robbins & Kumar Basic Pathology)
| Feature | Extravascular | Intravascular |
|---|
| Mechanism | Spleen macrophages destroy abnormal RBCs | RBCs burst in circulation |
| Findings | Jaundice, splenomegaly, pigment gallstones | Hemoglobinemia, hemoglobinuria, hemosiderinuria |
| Haptoglobin | Low | Very low/absent |
| LDH | Elevated | Markedly elevated |
| Examples | Hereditary spherocytosis, sickle cell | MAHA, PNH, G6PD crisis |
5a. Hereditary Spherocytosis (HS)
Pathogenesis: Autosomal dominant (mostly) mutations in membrane skeleton proteins - spectrin, ankyrin, band 3. Loss of membrane lipid bilayer leads to spherical shape and loss of normal biconcavity. Spherocytes cannot deform through splenic sinusoids → extravascular hemolysis.
Clinical features:
- Hemolytic anemia (severity varies from mild to severe)
- Jaundice (episodic, worsened by infection)
- Splenomegaly
- Pigment (bilirubin) gallstones
- Aplastic crisis triggered by parvovirus B19
Lab: Spherocytes on smear, MCHC elevated (>36 g/dL), negative Coombs, increased osmotic fragility
Treatment: Splenectomy (reduces hemolysis); folate supplementation
5b. Sickle Cell Anemia
Genetics: Autosomal recessive. Single point mutation: glutamate → valine at position 6 of β-globin gene. Creates HbS.
Epidemiology: Prevalent in sub-Saharan Africa, Middle East, India - HbS is protective against falciparum malaria. In the US, ~8% of African Americans are HbS carriers; 1 in 600 have sickle cell disease.
Pathogenesis: (Robbins Basic Pathology)
- Deoxygenated HbS polymerizes into rigid fibers → RBC adopts sickle shape
- Reversible initially, but repeated sickling causes membrane damage → irreversible sickled cells
- Three key determinants of sickling:
- % HbS in the cell - heterozygotes (~40% HbS) rarely sickle in vivo
- HbF level - HbF inhibits polymerization; newborns protected until ~5-6 months
- Dehydration and hypoxia - increase sickling
Consequences:
- Hemolytic anemia (chronic extravascular + intravascular)
- Vaso-occlusion (sickled cells + neutrophil adhesion block microvasculature) → ischemia/infarction
- Pain crises (vaso-occlusive crisis, VOC) - most common; precipitated by infection, cold, dehydration
- Acute chest syndrome - fever, chest pain, new pulmonary infiltrate; most common cause of death
- Stroke (particularly in children)
- Dactylitis (hand-foot syndrome) - first manifestation in infants
- Autosplenectomy - repeated splenic infarcts → functional asplenia → susceptibility to encapsulated organisms (Strep pneumoniae, H. influenzae, Salmonella)
- Avascular necrosis of femoral/humeral head
- Renal papillary necrosis, hyposthenuria
- Priapism
Diagnosis: Hb electrophoresis (HbSS pattern), peripheral smear (sickle cells, target cells)
Treatment:
- Hydroxyurea - increases HbF production; reduces crises by ~50%
- Voxelotor - inhibits HbS polymerization (FDA-approved 2019)
- Crizanlizumab - anti-P-selectin monoclonal antibody; reduces VOC
- L-glutamine - reduces oxidative damage
- Hematopoietic stem cell transplant - only curative option
- Gene therapy - lovotibeglogene autotemcel (Lyfgenia) approved by FDA 2023
- Prophylactic penicillin in children under 5; pneumococcal vaccines
- Transfusion for stroke prevention, acute chest syndrome
5c. Thalassemias
Concept: Reduced (or absent) synthesis of one or more globin chains → unbalanced chain production → precipitation of excess chains → hemolysis + ineffective erythropoiesis.
Beta-Thalassemia
| Genotype | Type | Features |
|---|
| β/β (normal) | Normal | - |
| β⁰/β or β⁺/β | Thalassemia minor (trait) | Mild microcytic anemia, usually asymptomatic |
| β⁰/β⁰ or β⁺/β⁰ | Thalassemia major (Cooley's anemia) | Severe; requires regular transfusions |
| β⁺/β⁺ | Thalassemia intermedia | Moderate; may not need regular transfusion |
Pathogenesis of β-thalassemia major:
- Absent/reduced β-globin → excess α chains precipitate in erythroid precursors → ineffective erythropoiesis in marrow
- Bone marrow expansion → frontal bossing, maxillary prominence (chipmunk facies), "crew-cut" skull X-ray
- Extramedullary hematopoiesis in liver, spleen, lymph nodes
- Severe hemolysis + iron overload (from transfusions + increased GI absorption)
Hb electrophoresis: ↑↑HbF, ↑HbA2, absent HbA (in β⁰/β⁰)
Complications: Iron overload → cardiomyopathy, endocrinopathy, liver cirrhosis (major cause of death)
Treatment: Regular blood transfusions + iron chelation (deferasirox, deferoxamine); allogenic HSCT curative; luspatercept (targets ineffective erythropoiesis)
Alpha-Thalassemia
Normal α-globin is encoded by 4 genes (2 per chromosome 16). Deletions cause disease:
| # genes deleted | Type | Features |
|---|
| 1 | Silent carrier | Normal |
| 2 | α-Thal trait | Mild microcytosis; asymptomatic |
| 3 | HbH disease | Moderate hemolytic anemia; HbH = β₄ tetramers |
| 4 | Hb Bart's / hydrops fetalis | γ₄ tetramers; fatal in utero (incompatible with life) |
Common in Southeast Asian and African populations.
5d. G6PD Deficiency
Genetics: X-linked recessive (males primarily affected). Most common RBC enzyme defect worldwide.
Pathogenesis: G6PD protects RBCs from oxidative stress by maintaining glutathione. Without G6PD, oxidative damage denatures Hb → Heinz bodies (precipitates) → RBC rigid, destroyed in spleen.
Triggers: Infections (most common), drugs (primaquine, dapsone, nitrofurantoin, rasburicase), fava beans
Clinical: Episodic hemolytic anemia following oxidant stress; between episodes, CBC is normal. Favism is a severe form.
Lab: Heinz bodies on crystal violet stain, "bite cells" on peripheral smear (macrophages have bitten out Heinz bodies), ↓G6PD enzyme activity (test after acute episode - false negatives during crisis)
Treatment: Supportive; avoid triggers; transfusion if severe
5e. Paroxysmal Nocturnal Hemoglobinuria (PNH)
Pathogenesis: Somatic mutation in PIG-A gene (X-linked) in a HSC → deficiency of GPI-anchored proteins on RBC surface, including CD55 (DAF) and CD59 (MIRL). Without these, complement is not inactivated → intravascular hemolysis.
Clinical Triad: Hemolytic anemia + thrombosis (particularly in unusual sites: hepatic veins = Budd-Chiari, cerebral veins) + cytopenias (may evolve to aplastic anemia)
Classic presentation: Dark morning urine (hemoglobin concentrated overnight)
Diagnosis: Flow cytometry - absent CD55/CD59 on RBCs and neutrophils (gold standard); Ham's test (acid hemolysis) now largely replaced
Treatment: Eculizumab (anti-C5 complement inhibitor) - reduces hemolysis and thrombosis; ravulizumab (longer half-life); HSCT curative
5f. Immunohemolytic (Autoimmune Hemolytic) Anemia - AIHA
Warm AIHA (80%):
- IgG antibodies reactive at body temperature (37°C)
- Causes: Idiopathic, SLE, CLL, drugs (penicillin, methyldopa, cephalosporins)
- RBCs coated with IgG → splenic Fc-receptor binding → extravascular hemolysis
- Diagnosis: Direct Coombs/DAT positive (anti-IgG)
- Treatment: Steroids → rituximab → splenectomy
Cold AIHA:
- IgM antibodies react in cold peripheral blood (0-4°C) → activate complement → intravascular hemolysis + agglutination
- Causes: Mycoplasma pneumoniae, EBV, lymphomas (cold agglutinin disease)
- DAT positive for complement (anti-C3)
- Treatment: Keep warm; rituximab; avoid cold exposure
5g. Microangiopathic Hemolytic Anemia (MAHA)
Intravascular mechanical hemolysis due to RBC fragmentation as cells pass through narrowed or abnormal microvasculature.
Causes:
- TTP (ADAMTS13 deficiency → ultra-large vWF multimers → platelet microthrombi)
- HUS (Shiga toxin from E. coli O157:H7 → endothelial damage in kidneys)
- DIC
- Malignant hypertension
- Prosthetic heart valves
Lab: Schistocytes (helmet cells, fragmented RBCs) on smear - pathognomonic
TTP pentad: MAHA + thrombocytopenia + fever + renal dysfunction + neurologic symptoms
Treatment: TTP - plasma exchange (PEX) + steroids; caplacizumab (anti-vWF nanobody)
6. Anemias of Diminished Erythropoiesis
6a. Iron Deficiency Anemia (IDA)
Most common anemia worldwide.
Causes:
- Increased demand: pregnancy, growth
- Decreased intake: poor diet (vegetarians, infants)
- Decreased absorption: celiac disease, post-gastrectomy
- Chronic blood loss: GI bleeding (most important in adults - always rule out colorectal cancer), menorrhagia
Stages of iron deficiency:
- Pre-latent: Depleted iron stores (↓ferritin); normal Hb/MCV
- Latent: ↓serum iron, ↑TIBC, ↓transferrin saturation; normal Hb
- Iron deficiency anemia: ↓Hb, ↓MCV, ↓MCH, hypochromic microcytic cells
Lab findings:
- Serum ferritin ↓ (most sensitive/specific) - <12 ng/mL diagnostic
- Serum iron ↓
- TIBC ↑ (transferrin up-regulated)
- Transferrin saturation <16%
- Peripheral smear: microcytic, hypochromic RBCs, pencil cells (elliptocytes), target cells
Clinical features:
- Classic: fatigue, pallor, exertional dyspnea
- Pica (craving for ice = pagophagia, clay, dirt)
- Koilonychia (spoon nails)
- Angular cheilitis, glossitis
- Plummer-Vinson syndrome (dysphagia + esophageal web + IDA)
Treatment:
- Oral ferrous sulfate 325 mg TID (between meals for max absorption)
- IV iron (ferric carboxymaltose, ferumoxytol) for intolerance/malabsorption
- Treat underlying cause
- Reticulocytosis peaks at 7-10 days; Hb corrects in 4-8 weeks; stores replete in 3-6 months
6b. Anemia of Chronic Inflammation (ACI) / Anemia of Chronic Disease
Mechanism:
- Hepcidin (acute-phase protein from liver) is elevated by IL-6
- Hepcidin blocks: (1) ferroportin on enterocytes → ↓intestinal iron absorption; (2) ferroportin on macrophages → iron trapped inside macrophages (functional iron deficiency)
- EPO response is blunted by inflammatory cytokines
- RBC lifespan mildly shortened
Causes: Chronic infections, autoimmune diseases (RA, SLE), malignancy, CKD (EPO deficiency component added)
Lab: ↓serum iron, ↓TIBC (differs from IDA!), ↑or normal ferritin, normal/↑hepcidin
Distinguishing from IDA:
| Parameter | IDA | ACI |
|---|
| Ferritin | ↓↓ | Normal/↑ |
| TIBC | ↑↑ | ↓ or normal |
| Serum iron | ↓ | ↓ |
| Transferrin sat | ↓ | ↓ |
| Bone marrow iron | Absent | Present |
| Soluble TfR | ↑ | Normal |
Treatment: Treat underlying disease; EPO-stimulating agents (ESA); IV iron in CKD + ESA
6c. Megaloblastic Anemias
Mechanism: Impaired DNA synthesis in rapidly dividing cells → nuclear-cytoplasmic asynchrony → large cells with immature nuclei. Affects all cell lines.
Classic features:
- Oval macrocytes (MCV often >110 fL)
- Hypersegmented neutrophils (>5 lobes; ≥1 cell with 6 lobes = diagnostic)
- Pancytopenia in severe cases
- Megaloblastic bone marrow changes
Folate Deficiency
Causes: Poor intake (alcoholism, poor diet), malabsorption (celiac disease), increased demand (pregnancy, hemolytic anemia), drugs (methotrexate, trimethoprim - folate antagonists; phenytoin)
Body stores: 3-4 months only (unlike B12's 3-5 year reserves)
No neurological manifestations (key distinction from B12 deficiency)
Lab: ↓serum folate, ↓RBC folate (more reliable), normal B12, elevated homocysteine
Treatment: Folic acid 1-5 mg/day orally; always rule out B12 deficiency first (folate supplementation may mask B12 deficiency and allow neuropathy to progress)
Vitamin B12 (Cobalamin) Deficiency
Absorption pathway: (Robbins Basic Pathology)
- B12 released from food by gastric acid + pepsin
- Binds haptocorrin in saliva
- In duodenum, released from haptocorrin by pancreatic proteases → binds intrinsic factor (IF) from gastric parietal cells
- IF-B12 complex absorbed in terminal ileum via cubilin receptor
- Stored in liver (5-20 years reserve)
Causes:
- Pernicious anemia (most common): Autoimmune atrophic gastritis; anti-parietal cell and anti-IF antibodies; T-cell mediated destruction of parietal cells
- Gastrectomy, gastric bypass
- Terminal ileal disease/resection (Crohn's disease)
- Veganism (rare; eggs/dairy prevent deficiency)
- Metformin use (impairs B12 absorption)
- Fish tapeworm (Diphyllobothrium latum)
Clinical features (beyond anemia):
- Subacute combined degeneration (SCD) of spinal cord: degeneration of dorsal and lateral columns → loss of vibration/proprioception, spastic paraparesis
- Peripheral neuropathy
- Glossitis, angular cheilitis
- Neuropsychiatric symptoms (depression, dementia, psychosis)
- Anemia may be absent with prominent neurology
Diagnosis: ↓serum B12, ↑homocysteine + ↑methylmalonic acid (MMA - most specific for B12 deficiency; MMA normal in folate deficiency)
Treatment: IM cyanocobalamin (if malabsorption) or high-dose oral B12 1000 µg/day (surprisingly effective even in pernicious anemia via passive absorption)
6d. Aplastic Anemia
Definition: Pancytopenia with hypocellular bone marrow (>70% fat cells) due to failure/destruction of HSCs.
Causes:
- Idiopathic (most common, ~70%) - autoimmune T-cell mediated HSC destruction
- Drugs (chloramphenicol, benzene, chemotherapy, NSAIDs)
- Viral (parvovirus B19, hepatitis, EBV, CMV)
- Radiation
- Paroxysmal nocturnal hemoglobinuria (PNH-AA overlap)
- Congenital: Fanconi anemia (chromosomal instability), Diamond-Blackfan
Lab:
- Pancytopenia (all three cell lines low)
- Reticulocytes ↓↓ (hypoproliferative)
- Bone marrow biopsy: hypocellular with fat replacement (diagnostic)
Severity criteria (Camitta criteria):
- Severe: BM cellularity <25%; two of: ANC <500, platelets <20k, reticulocytes <60k
- Very severe: ANC <200
Treatment:
- Young patients with matched sibling donor: Allogenic HSCT (treatment of choice)
- No donor or older patients: IST - anti-thymocyte globulin (ATG) + cyclosporine + eltrombopag
- Supportive: transfusions, G-CSF, antimicrobials
6e. Myelophthisic Anemia
- Bone marrow replacement by tumor (metastatic cancers, leukemia), fibrosis, granulomas
- Leukoerythroblastic picture on smear: nucleated RBCs, immature myeloid cells (left shift), teardrop cells (dacryocytes)
- Treat the underlying condition
7. Polycythemia (Erythrocytosis)
Elevated RBC mass (Hb >18.5 g/dL in men, >16.5 g/dL in women).
Classification
Absolute polycythemia (true increase in RBC mass):
Primary:
- Polycythemia Vera (PV): JAK2 V617F mutation in >95% of cases; myeloproliferative neoplasm; all three cell lines elevated; low EPO; risk of thrombosis and transformation to myelofibrosis/AML
- Classic symptom: Aquagenic pruritus (after hot bath/shower)
- Splenomegaly; plethoric facies
- Treatment: Phlebotomy, low-dose aspirin, hydroxyurea, ruxolitinib
Secondary (EPO-driven):
- Appropriate: high altitude, chronic lung disease, sleep apnea, cyanotic heart disease
- Inappropriate: EPO-secreting tumors (RCC, hepatocellular carcinoma, cerebellar hemangioblastoma), exogenous EPO
Relative polycythemia (plasma volume reduction):
- Dehydration, burns (Gaisböck syndrome / stress polycythemia)
8. Sideroblastic Anemias
Definition: Ring sideroblasts on Prussian blue stain - iron-laden mitochondria around erythroid precursor nucleus (perinuclear halo = "ring")
Causes:
- Congenital: X-linked (ALAS2 mutation) - most common hereditary form
- Acquired: Alcoholism (#1 acquired cause), lead poisoning (inhibits ALAD and ferrochelatase), isoniazid, chloramphenicol, copper deficiency
- Myelodysplastic syndrome with ring sideroblasts (MDS-RS) - SF3B1 mutation
Lab: Microcytic or dimorphic (mixed micro/macro), ↑serum iron, ↑ferritin, ring sideroblasts on bone marrow
Treatment: Pyridoxine (B6) for congenital/INH-induced; remove offending agent; iron chelation for iron overload
9. Summary Flowchart
ANEMIA detected
|
Reticulocyte count
/ \
HIGH LOW
(loss/destruction) (underproduction)
| |
Blood loss? MCV?
Hemolysis? / \
- HS Micro Macro Normal
- SCA IDA B12/Fol Aplastic
- Thal Thal Drugs Renal
- G6PD Siderob MDS ACI
- PNH ACI
- AIHA
- MAHA
10. High-Yield Clinical Pearls
| Finding | Think |
|---|
| Hypersegmented neutrophils | Megaloblastic anemia (B12 or folate) |
| Schistocytes | MAHA (TTP, HUS, DIC, valve) |
| Spherocytes | HS or AIHA |
| Sickle cells + target cells | Sickle cell disease |
| Ring sideroblasts | Sideroblastic anemia |
| Tear-drop cells (dacryocytes) | Myelofibrosis, thalassemia |
| Target cells alone | Liver disease, thalassemia, IDA, HbC |
| Bite cells | G6PD deficiency |
| Basophilic stippling | Lead poisoning, thalassemia |
| Heinz bodies (crystal violet) | G6PD, unstable Hb |
| Howell-Jolly bodies | Asplenia/hyposplenism |
| Rouleaux formation | Multiple myeloma, high fibrinogen |
| MCV <70 + ↑RBC count | Thalassemia trait (not iron deficiency) |
| Ferritin ↓ | IDA (only situation where ferritin is reliably low) |
| ↑MMA + ↑homocysteine | B12 deficiency |
| ↑Homocysteine, normal MMA | Folate deficiency |
| Flow cytometry: ↓CD55, CD59 | PNH |
| JAK2 V617F + low EPO | Polycythemia Vera |
| Aquagenic pruritus | PV |
11. Drug-Induced Hemolytic Anemia - Quick Reference
| Mechanism | Drugs | Type |
|---|
| Hapten mechanism | Penicillin, cephalosporins | Warm AIHA |
| Autoantibody induction | Methyldopa, fludarabine | Warm AIHA |
| Immune complex | Quinine, quinidine | Complement-mediated |
| Oxidative hemolysis | Primaquine, dapsone | G6PD crisis |
| Megaloblastic | Methotrexate, hydroxyurea, trimethoprim | Impairs DNA synthesis |
Sources: Harrison's Principles of Internal Medicine 22e (2025); Robbins & Kumar Basic Pathology; Robbins, Cotran & Kumar Pathologic Basis of Disease