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Anemia - Complete University Exam Guide
Sources: Harrison's Principles of Internal Medicine 22e (2025), Robbins & Kumar Pathologic Basis of Disease, Goldman-Cecil Medicine, Frameworks for Internal Medicine, Lippincott Pharmacology, Quick Compendium of Clinical Pathology
1. Definition
Anemia = blood counts (hemoglobin/hematocrit/RBC count) below normal for a given population.
Normal hemoglobin thresholds (WHO):
- Men: < 13 g/dL
- Women: < 12 g/dL
- Pregnant women: < 11 g/dL
2. Classification
There are two major frameworks to classify anemia. Know both.
A. By Red Cell Size (MCV-based) - Wintrobe Classification
| MCV Category | MCV | Key Causes |
|---|
| Microcytic | < 80 fL | Iron deficiency, Thalassemia, Anemia of inflammation, Sideroblastic |
| Normocytic | 80-100 fL | Aplastic anemia, Renal disease, Endocrinopathies, Marrow invasion, Myeloma, Pure red cell aplasia |
| Macrocytic | > 100 fL | B12 deficiency, Folate deficiency, Hypothyroidism, Liver disease, Alcohol, Medications (chemotherapy), Myelodysplasia |
Macrocytic anemias are further divided: oval macrocytes (megaloblastic - B12/folate/drugs) vs. round macrocytes (alcohol, liver disease, hypothyroidism, reticulocytosis).
B. By Mechanism (Reticulocyte-Based)
The absolute reticulocyte count is the key first step:
| Reticulocyte Count | Mechanism | Examples |
|---|
| High (> 100,000/µL) | Hyperproductive - increased loss/destruction | Bleeding, Hemolysis |
| Low/Normal | Hypoproliferative - impaired production | Nutritional deficiency, Aplastic anemia, Renal disease, Marrow replacement |
At least 75% of all anemias are hypoproliferative. The most common cause is mild-moderate iron deficiency or inflammation. - Harrison's 22e
3. Diagnostic Approach - Flowchart
Step 1: Check MCV (microcytic / normocytic / macrocytic)
Step 2: Check reticulocyte count (high = destruction/loss; low = underproduction)
Step 3: Peripheral blood smear morphology
Step 4: Targeted tests (ferritin, B12, Coombs, bone marrow biopsy, etc.)
4. Major Anemia Types
4.1 Iron Deficiency Anemia (IDA)
Most common nutritional deficiency worldwide.
Causes:
- Blood loss (most common in adults - GI bleeding, menstruation)
- Poor intake / malabsorption (celiac disease)
- Increased demand (pregnancy, growth)
Pathophysiology:
- Iron required for heme synthesis (4 atoms per hemoglobin molecule, ~1 billion per RBC)
- Depletion stages: depleted stores → transport iron falls → hemoglobin synthesis impaired
Lab findings:
| Test | IDA |
|---|
| Serum ferritin | LOW (< 30 µg/L = stores depleted) |
| Serum iron | Low |
| TIBC | HIGH |
| Transferrin saturation | Low (< 15%) |
| MCV | Low (microcytic) |
| Blood smear | Microcytic, hypochromic, pencil cells |
Ferritin is an acute-phase reactant - it can be falsely normal/elevated in inflammation even with iron deficiency.
Treatment: Oral iron (ferrous sulfate 325 mg TID); parenteral iron if malabsorption/intolerance.
4.2 Megaloblastic Anemia (B12 and Folate Deficiency)
Key concept: Both B12 and folate are required for DNA synthesis in RBC precursors. Deficiency impairs cell division, causing enlarged, abnormal precursors (megaloblasts).
Vitamin B12 Deficiency:
- Causes: Pernicious anemia (lack of intrinsic factor - autoimmune), strict veganism, malabsorption, gastrectomy, Crohn's disease, metformin use
- Blood smear: Macrocytic RBCs, hypersegmented neutrophils (>5 lobes)
- Bone marrow: Hypercellular with large abnormal red cell precursors
- Neurological features: Subacute combined degeneration of spinal cord (posterior + lateral columns) - does NOT occur with folate deficiency
Folate Deficiency:
- Causes: Poor diet, alcohol use, pregnancy, malabsorption, drugs (methotrexate, phenytoin, trimethoprim)
- Identical hematologic picture to B12 deficiency
- No neurological complications
EXAM TRAP: Giving folate to a B12-deficient patient will correct the anemia but will NOT prevent neurological damage - and may actually mask B12 deficiency. Always check B12 before treating.
Lab findings:
| Test | B12 Deficiency | Folate Deficiency |
|---|
| Serum B12 | Low | Normal |
| Serum folate | Normal | Low |
| RBC folate | Low | Low |
| MMA (methylmalonic acid) | Elevated | Normal |
| Homocysteine | Elevated | Elevated |
| Neuro symptoms | YES | NO |
4.3 Anemia of Chronic Disease / Inflammation (ACD)
Second most common cause of anemia (after IDA).
Mechanism:
- Chronic inflammation (infection, cancer, autoimmune disease, CKD) elevates cytokines (IL-6, TNF-α)
- IL-6 stimulates liver to produce hepcidin
- Hepcidin blocks ferroportin → traps iron inside macrophages → functional iron deficiency
- Reduced EPO production and EPO responsiveness
- Result: RBCs can't be made despite adequate iron stores
Lab findings:
| Test | ACD | IDA |
|---|
| Serum ferritin | Normal or HIGH | LOW |
| Serum iron | Low | Low |
| TIBC | Low or normal | HIGH |
| MCV | Normal (normocytic) or mildly low | Low |
Treatment: Treat underlying cause; recombinant EPO in CKD anemia; IV iron in some cases.
4.4 Hemolytic Anemias
Definition: Premature destruction of RBCs (normal lifespan ~120 days is shortened).
Key lab markers of hemolysis:
- High reticulocyte count
- Elevated LDH
- Elevated indirect (unconjugated) bilirubin
- Low haptoglobin
- Hemoglobinuria (in intravascular hemolysis)
Classification:
Intravascular vs Extravascular Hemolysis:
| Feature | Intravascular | Extravascular |
|---|
| Site | Blood vessels | Spleen/liver macrophages |
| Hemoglobinuria | YES | No |
| Haptoglobin | Very low | Low |
| Examples | TTP, G6PD crisis, PNH, mismatched transfusion | Autoimmune HA, hereditary spherocytosis |
Key Hemolytic Subtypes:
Sickle Cell Disease (HbSS):
- Point mutation: glutamate → valine at position 6 of β-globin chain
- HbS polymerizes when deoxygenated → RBCs sickle
- Results in vaso-occlusion, hemolysis, chronic end-organ damage
- Complications: painful crises, stroke, acute chest syndrome, splenic sequestration, avascular necrosis
- Peripheral smear: sickle cells, target cells, Howell-Jolly bodies (functional asplenia)
G6PD Deficiency:
- X-linked recessive enzyme defect
- RBCs vulnerable to oxidative stress
- Triggers: infections, fava beans, medications (primaquine, dapsone, nitrofurantoin)
- Peripheral smear: Heinz bodies (denatured Hb), bite cells
Autoimmune Hemolytic Anemia (AIHA):
- Warm AIHA (IgG): most common; caused by autoantibodies at 37°C - spleen destroys coated RBCs
- Cold AIHA (IgM): triggered by cold; complement activation
- Diagnosis: Direct Antiglobulin Test (Coombs) = POSITIVE
- Treatment: steroids (warm AIHA), avoid cold exposure (cold AIHA), rituximab
Hereditary Spherocytosis:
- Autosomal dominant defect in spectrin/ankyrin/band 3 proteins → loss of RBC membrane → spherocytes
- Symptoms: hemolytic anemia + splenomegaly + jaundice + pigment gallstones
- Osmotic fragility test positive; treated by splenectomy in severe cases
4.5 Aplastic Anemia
Definition: Bone marrow failure leading to pancytopenia (anemia + thrombocytopenia + neutropenia).
Causes:
- Idiopathic (most common - immune-mediated T-cell destruction of stem cells)
- Drugs: chloramphenicol, NSAIDs, chemotherapy
- Viral infections: hepatitis (seronegative), EBV, CMV, parvovirus B19
- Radiation
- Inherited: Fanconi anemia, dyskeratosis congenita
Lab/Diagnosis:
- Pancytopenia with relative lymphocytosis on peripheral smear
- Bone marrow biopsy: hypocellular marrow replaced by fat (gold standard)
- Diagnosis of exclusion
Severity (Camitta criteria):
- Severe: ≥2 of: neutrophils < 0.5×10⁹/L, platelets < 20×10⁹/L, reticulocytes < 20×10⁹/L
Treatment:
- Young patients: allogeneic bone marrow transplant (BMT) - potentially curative
- Older patients / no donor: anti-thymocyte globulin (ATG) + cyclosporine + eltrombopag
4.6 Anemia of Renal Disease (CKD)
- Primary mechanism: decreased EPO production by peritubular cells
- Contributing factors: functional iron deficiency, chronic bleeding, shortened RBC survival, marrow suppression
- Usually normocytic, normochromic
- Treatment: recombinant EPO (epoetin alfa / darbepoetin) + iron supplementation
5. Bone Marrow Examination
Indications for bone marrow biopsy in anemia:
- Circulating immature cells (blasts)
- Severe pancytopenia
- Very low reticulocyte counts (< 0.1%)
- Circulating nucleated RBCs
- Evidence of marrow infiltration (teardrop cells)
- Unexplained severe anemia
Erythroid hyperplasia: marrow response to acute blood loss or hemolysis. M/E ratio ~1:1. - Harrison's 22e
Myelophthisic pattern (marrow replacement by tumor/infection): peripheral smear shows nucleated RBCs, teardrop cells, immature WBCs.
6. Key Lab Values - Quick Reference
| Parameter | Normal (Adult) | Notes |
|---|
| Hb - Men | 13.5-17.5 g/dL | |
| Hb - Women | 12-16 g/dL | |
| MCV | 80-100 fL | Wintrobe classification basis |
| Reticulocytes | 0.5-2.5% | Elevated = loss/destruction |
| Serum ferritin | 30-300 µg/L | Best marker of iron stores |
| Serum iron | 50-150 µg/dL | |
| TIBC | 300-360 µg/dL | Inversely correlates with iron stores |
| Transferrin sat | 25-50% | < 15% = iron deficiency |
| B12 | 200-900 pg/mL | |
| Folate | > 4 ng/mL | |
7. Exam High-Yield Summary Table
| Type | MCV | Retics | Key Finding | Classic Cause |
|---|
| Iron deficiency | Low | Low | Low ferritin, high TIBC | Chronic blood loss |
| Thalassemia | Very low | Normal/High | Normal ferritin, target cells | Mediterranean/Asian descent |
| B12 deficiency | High | Low | Hyperseg neutrophils, neuro sx | Pernicious anemia, vegans |
| Folate deficiency | High | Low | Hyperseg neutrophils, no neuro sx | Alcoholism, pregnancy |
| Anemia of inflammation | Normal | Low | High ferritin, low TIBC | CKD, cancer, infection |
| Aplastic anemia | Normal | Very low | Pancytopenia, hypocellular BM | Idiopathic (immune) |
| Hemolytic anemia | Normal | HIGH | Low haptoglobin, high LDH | Varies |
| Sickle cell | Normal | High | Sickle cells on smear | HbSS mutation |
8. Treatment Principles
| Anemia | First-Line Treatment |
|---|
| Iron deficiency | Oral ferrous sulfate; IV iron if malabsorption |
| B12 deficiency | IM cyanocobalamin; high-dose oral B12 |
| Folate deficiency | Oral folic acid 1-5 mg/day |
| Anemia of inflammation | Treat underlying cause; EPO in CKD |
| Aplastic anemia | BMT (young) or ATG + cyclosporine (older) |
| Warm AIHA | Prednisolone; splenectomy; rituximab |
| Sickle cell | Hydroxyurea (increases HbF); pain management; BMT |
| Thalassemia major | Regular transfusions + iron chelation; BMT |
9. Common Exam Traps
- Ferritin in inflammation: Can be high even in IDA - look at transferrin saturation + clinical context
- Folate masking B12 deficiency: Folate corrects blood count but neurological damage continues - always check B12 first
- Thalassemia trait vs IDA: Both are microcytic; thalassemia has normal ferritin, very low MCV (often < 70), high RBC count (Mentzer index: MCV/RBC < 13 = thalassemia, > 13 = IDA)
- Aplastic anemia = normocytic: Not microcytic despite severe anemia - rule out by bone marrow biopsy
- Reticulocyte count must be corrected: Correct for degree of anemia using: Corrected reticulocyte % = reticulocyte % × (patient Hct / 45)
- PNH: Paroxysmal Nocturnal Hemoglobinuria - complement-mediated intravascular hemolysis; Coombs NEGATIVE; diagnosed by flow cytometry (GPI-anchor deficiency)
References: Harrison's Principles of Internal Medicine 22e (2025), Robbins & Kumar Pathologic Basis of Disease, Goldman-Cecil Medicine, Frameworks for Internal Medicine, Lippincott Illustrated Reviews: Pharmacology, Quick Compendium of Clinical Pathology 5e