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Anemia — Comprehensive Overview
Definition
Anemia is defined as a reduction in red blood cell (RBC) mass below normal for a given population. Standard WHO thresholds are:
- Men: Hemoglobin (Hb) < 13 g/dL
- Women: Hb < 12 g/dL
- Pregnant women: Hb < 11 g/dL
Classification
Anemias are classified in two complementary ways:
1. By Red Cell Size (MCV-Based)
| Type | MCV | Causes |
|---|
| Microcytic | < 80 fL | Iron deficiency, thalassemia, anemia of chronic disease (ACD), sideroblastic anemia, lead poisoning |
| Normocytic | 80–100 fL | Acute blood loss, hemolysis, aplastic anemia, renal disease, hypothyroidism, multiple myeloma |
| Macrocytic | > 100 fL | B12/folate deficiency (oval macrocytes), liver disease, alcohol use, hypothyroidism, reticulocytosis, myelodysplasia (round macrocytes) |
Note: The RDW (red cell distribution width) is a useful clue — a normal RDW in microcytosis favors thalassemia over iron deficiency (which typically raises RDW).
2. By Mechanism (Reticulocyte-Based)
| Category | Reticulocyte Count | Causes |
|---|
| Hyperproduction (loss/destruction) | ↑ Elevated | Bleeding, hemolytic anemia (autoimmune, mechanical, congenital) |
| Underproduction | ↓ Low or inappropriately normal | Nutritional deficiency, marrow replacement, aplastic anemia, EPO deficiency |
Major Types in Detail
🔴 Iron Deficiency Anemia (IDA)
Most common anemia worldwide — affects ~25–50% in lower-resource countries.
Pathophysiology:
- Iron is essential for heme synthesis (4 Fe atoms per hemoglobin molecule)
- Iron absorption is regulated by hepcidin (liver peptide) via ferroportin inhibition
- Inflammation raises hepcidin → blocks iron absorption and release from stores
- Causes: Chronic blood loss (GI, menstrual), poor dietary intake, malabsorption (celiac, post-gastrectomy), pregnancy
Lab findings:
| Test | Iron Deficiency |
|---|
| Serum ferritin | ↓ < 30 μg/L (depleted stores) |
| Serum iron | ↓ |
| TIBC | ↑ |
| Transferrin saturation | ↓ < 20% |
| MCV | ↓ (microcytic) |
| RDW | ↑ |
| Peripheral smear | Hypochromic, microcytic cells |
Treatment: Oral ferrous sulfate (150–200 mg elemental iron/day); IV iron (e.g., ferric carboxymaltose) for malabsorption/intolerance. Treat underlying cause.
🟠 Megaloblastic Anemia (B12 / Folate Deficiency)
Mechanism: Defective DNA synthesis in erythroid precursors → nuclear–cytoplasmic asynchrony → large, immature megaloblasts.
Key features:
- Oval macrocytes on smear
- Hypersegmented neutrophils (≥5 lobes — pathognomonic)
- Bone marrow: hypercellular with giant megaloblasts
- B12 deficiency also causes subacute combined degeneration of the spinal cord (demyelination of posterior and lateral columns)
Causes of B12 deficiency: Pernicious anemia (anti-intrinsic factor antibodies), strict veganism, terminal ileal disease (Crohn's), gastrectomy
Causes of folate deficiency: Poor diet, pregnancy, malabsorption, methotrexate, phenytoin, alcohol
Lab: ↑ MCV, ↑ homocysteine (both), ↓ methylmalonic acid (MMA only in B12 deficiency — key differentiator)
Treatment: B12 (IM cyanocobalamin for pernicious anemia; oral B12 if dietary); folic acid 1–5 mg/day orally for folate deficiency.
🟡 Anemia of Chronic Disease / Anemia of Inflammation (ACD/AI)
Second most common anemia globally (up to 40% of hospital patients).
Pathophysiology:
- Chronic inflammation ↑ IL-6 → ↑ hepcidin → ferroportin degradation → impaired iron release from macrophages and reduced intestinal absorption
- Inflammatory cytokines (TNF) also suppress EPO production and erythropoiesis directly
Lab:
- Typically normocytic (sometimes mildly microcytic, MCV rarely < 75 fL)
- Low serum iron AND low TIBC (distinguishes from IDA where TIBC is high)
- Ferritin normal or ↑ (acute phase reactant)
- Low reticulocyte count
Treatment: Treat underlying disease; IV iron ± ESAs (erythropoiesis-stimulating agents) in renal/cancer contexts.
🔵 Hemolytic Anemias
Accelerated RBC destruction → shortened lifespan (< 120 days normal). Hallmarks: ↑ reticulocytes, ↑ LDH, ↓ haptoglobin, indirect hyperbilirubinemia, splenomegaly.
Extravascular vs. Intravascular Hemolysis
| Feature | Extravascular | Intravascular |
|---|
| Mechanism | Splenic macrophage phagocytosis | RBC lysis within vessels |
| Hemoglobinuria | Absent | Present |
| Hemoglobinemia | Absent | Present |
| Jaundice | Yes | Less prominent |
| Haptoglobin | ↓ | ↓↓ |
| Iron deficiency | No | Yes (iron lost in urine) |
| Splenomegaly | Common | Less common |
Classification by Cause
Intrinsic (Intracorpuscular) Defects:
| Category | Disease |
|---|
| Membrane defects | Hereditary spherocytosis (AD; spectrin/ankyrin mutations), hereditary elliptocytosis |
| Enzyme defects | G6PD deficiency (X-linked; oxidative stress triggers hemolysis), pyruvate kinase deficiency |
| Hemoglobinopathies | Sickle cell disease (HbS polymerization → vaso-occlusion), unstable hemoglobins |
| Deficient globin synthesis | Thalassemia syndromes (α and β) |
| Acquired (PNH) | Paroxysmal nocturnal hemoglobinuria (GPI-anchor deficiency → complement-mediated lysis) |
Extrinsic (Extracorpuscular) Defects:
| Category | Examples |
|---|
| Autoimmune | Warm AIHA (IgG, Coombs+), Cold agglutinin disease (IgM) |
| Microangiopathic (MAHA) | TTP, HUS, DIC, malignant hypertension — schistocytes on smear |
| Infections | Malaria, babesiosis, clostridial sepsis |
| Mechanical | Prosthetic valve hemolysis, march hemoglobinuria |
Diagnostic workup: Direct antiglobulin test (DAT/Coombs), peripheral smear, osmotic fragility, G6PD assay, Hb electrophoresis, flow cytometry (PNH).
⚪ Aplastic Anemia
Bone marrow failure with pancytopenia (anemia + thrombocytopenia + neutropenia). Marrow is markedly hypocellular.
Pathogenesis:
- Immune-mediated (70–80%): Autoreactive T-cells destroy hematopoietic stem cells; responds to immunosuppression
- Intrinsic stem cell defect: Telomerase mutations (5–10%), short telomeres (50% of cases)
- Precipitants: drugs (chloramphenicol, benzene, carbamazepine), viral infections, radiation; often idiopathic
Clinical: Insidious onset of weakness, pallor, petechiae (thrombocytopenia), recurrent infections (neutropenia). No splenomegaly (distinguishes from other causes).
Treatment:
- < 40 years, suitable donor → hematopoietic stem cell transplantation (HSCT) — often curative
- Not transplant candidates → immunosuppression (anti-thymocyte globulin + cyclosporine); restores hematopoiesis in 60–70%
🟤 Myelophthisic Anemia
Space-occupying marrow lesions (metastatic breast/lung/prostate cancer, TB, granulomas) displace normal hematopoiesis.
Peripheral smear: Leukoerythroblastosis — teardrop cells, nucleated RBCs, immature granulocytes. Requires bone marrow biopsy for diagnosis.
Diagnostic Approach
↓ Hb / Hct
│
┌───────────────┼───────────────┐
Microcytic Normocytic Macrocytic
(MCV <80) (MCV 80–100) (MCV >100)
│ │ │
Iron studies Reticulocyte count B12, folate,
Ferritin, TIBC │ TFTs, LFTs
│ ┌────┴────┐
│ Elevated Low/Normal
│ │ │
│ Hemolysis Aplastic/ACD/
│ workup Renal/Marrow Rx
┌─────┴──────┐
Low ferritin Normal/↑ ferritin
= IDA ↑ TIBC → IDA
Normal TIBC → ACD
↑ TIBC → Thalassemia trait
Key labs to order:
- CBC with differential and reticulocyte count
- Peripheral blood smear (mandatory)
- Iron studies: serum Fe, ferritin, TIBC, transferrin saturation
- B12, folate, LDH, haptoglobin
- Direct Coombs (if hemolysis suspected)
- Bone marrow biopsy (if cause unclear or pancytopenia)
Clinical Features (General)
| Severity | Hb | Symptoms |
|---|
| Mild | 10–12 g/dL | Often asymptomatic; fatigue on exertion |
| Moderate | 8–10 g/dL | Fatigue, palpitations, dyspnea on exertion, pallor |
| Severe | < 8 g/dL | Rest dyspnea, tachycardia, angina, heart failure |
| Very severe | < 6 g/dL | High-output cardiac failure, altered consciousness |
Specific signs: conjunctival pallor, koilonychia (spoon nails — IDA), glossitis, angular cheilitis, jaundice (hemolysis), splenomegaly (hemolysis, thalassemia), neurological signs (B12 deficiency).
Treatment Summary
| Type | First-line Treatment |
|---|
| Iron deficiency | Oral/IV iron; treat cause |
| B12 deficiency | IM cyanocobalamin (if pernicious anemia); oral B12 |
| Folate deficiency | Oral folic acid 1–5 mg/day |
| ACD/AI | Treat underlying disease; IV iron ± ESAs |
| Hemolytic (AIHA warm) | Corticosteroids → rituximab → splenectomy |
| Aplastic anemia | HSCT (young) or immunosuppression (ATG + CsA) |
| Sickle cell | Hydroxyurea, transfusion support, HSCT |
| Thalassemia | Transfusions, iron chelation, HSCT |
Sources:
- Harrison's Principles of Internal Medicine 22E, Ch. 66 (Anemia Definition & Classification)
- Robbins & Kumar Basic Pathology, Ch. 10 (Red Cell Disorders — Iron Deficiency, Hemolytic Anemias, Aplastic Anemia)
- Goldman-Cecil Medicine, Ch. 144–151 (Anemias)
- Recent meta-analyses (PMID 40159279 — IV iron in heart failure + iron deficiency; PMID 40392014 — mixed AIHA)